JPMorgan Active Value ETF(JAVA)

$82.66—Stale · unknown old

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JPMorgan Active Value ETF(JAVA)

NYSE • Last print unknown ago

$82.66—Stale · unknown old

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JAVA(JAVA)

JAVA

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Institutional Ownership

Top 360 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	20.57M	Jun 30, 26	-1.01M	25.11%
Dynasty Wealth Management, LLC	9.05M	Jun 30, 26	+855.43K	11.05%
LPL Financial LLC	7.23M	Jun 30, 26	+539.15K	8.82%
SAGESPRING WEALTH PARTNERS, LLC	5.19M	Jun 30, 26	+422.27K	6.33%
OpenArc Corporate Advisory, LLC	2.66M	Jun 30, 26	+322.99K	3.25%
AMERIPRISE FINANCIAL INC	2.54M	Jun 30, 26	-202.34K	3.10%
Cetera Investment Advisers	1.88M	Jun 30, 26	+91.09K	2.29%
MORGAN STANLEY	1.69M	Jun 30, 26	-181.56K	2.06%
Janney Montgomery Scott LLC	1.46M	Jun 30, 26	+1.46M	1.78%
ROYAL BANK OF CANADA	1.31M	Jun 30, 26	+106.47K	1.59%
ENVESTNET ASSET MANAGEMENT INC	1.12M	Jun 30, 26	-78.71K	1.37%
JONES FINANCIAL COMPANIES LLLP	1.05M	Jun 30, 26	+169.97K	1.29%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	956.18K	Jun 30, 26	-21.95K	1.17%
PNC FINANCIAL SERVICES GROUP, INC.	930.34K	Jun 30, 26	-43.33K	1.14%
STEPH & CO	912.60K	Jun 30, 26	-1.79K	1.11%
ORRSTOWN FINANCIAL SERVICES INC	864.65K	Jun 30, 26	+15.81K	1.06%
GREAT VALLEY ADVISOR GROUP, INC.	827.13K	Jun 30, 26	+36.41K	1.01%
RAYMOND JAMES FINANCIAL INC	735.63K	Jun 30, 26	+191.65K	0.90%
BANK OF AMERICA CORP /DE/	730.95K	Jun 30, 26	-1.04M	0.89%
Vestmark Advisory Solutions, Inc.	703.55K	Jun 30, 26	-394.62K	0.86%
Kestra Advisory Services, LLC	658.70K	Jun 30, 26	+42.27K	0.80%
CI INVESTMENTS INC.	634.88K	Jun 30, 26	+86.96K	0.77%
COMMONWEALTH EQUITY SERVICES, LLC	620.92K	Jun 30, 26	-216.13K	0.76%
Private Advisor Group, LLC	591.14K	Jun 30, 26	+119.08K	0.72%
Northwest Financial Advisors	567.60K	Jun 30, 26	+567.60K	0.69%
ADVISOR GROUP HOLDINGS, INC.	561.09K	Jun 30, 26	+151.75K	0.68%
Convergence Financial, LLC	552.02K	Jun 30, 26	+200.02K	0.67%
FSM Wealth Advisors, LLC	550.53K	Jun 30, 26	+25.64K	0.67%
Intellus Advisors LLC	490.29K	Jun 30, 26	+8.67K	0.60%
UNIQUE WEALTH, LLC	470.59K	Jun 30, 26	+71.53K	0.57%
WNY Asset Management, LLC	455.06K	Jun 30, 26	+816	0.56%
Colony Group, LLC	428.83K	Jun 30, 26	-3.94K	0.52%
DAYMARK WEALTH PARTNERS, LLC	404.17K	Jun 30, 26	-28.33K	0.49%
STIFEL FINANCIAL CORP	394.61K	Jun 30, 26	+221	0.48%
WealthPlan Investment Management, LLC	380.93K	Jun 30, 26	+55.04K	0.46%
Americana Partners, LLC	378.71K	Jun 30, 26	-1.81K	0.46%
Arlington Financial Advisors, LLC	374.16K	Jun 30, 26	+5.85K	0.46%
Rockefeller Capital Management L.P.	344.90K	Jun 30, 26	+2.94K	0.42%
UBS Group AG	308.40K	Jun 30, 26	+731	0.38%
Cambridge Investment Research Advisors, Inc.	307.63K	Jun 30, 26	+56.15K	0.38%
Centerline Wealth Advisors, LLC	305.29K	Jun 30, 26	+15.68K	0.37%
Triangle Securities Wealth Management	253.01K	Jun 30, 26	+4.81K	0.31%
Confluence Wealth Services, Inc.	246.31K	Jun 30, 26	+33.11K	0.30%
Integrated Wealth Concepts LLC	245.85K	Jun 30, 26	-17.49K	0.30%
Prism Advisors, Inc.	242.98K	Jun 30, 26	-1.89K	0.30%
Storen Legacy Partners, LLC	242.20K	Jun 30, 26	+18.93K	0.30%
DAVENPORT & Co LLC	240.78K	Jun 30, 26	+104.87K	0.29%
WELLS FARGO & COMPANY/MN	239.86K	Jun 30, 26	+7.89K	0.29%
Sanctuary Advisors, LLC	207.08K	Jun 30, 26	+25.03K	0.25%
GILL CAPITAL PARTNERS, LLC	182.05K	Jun 30, 26	+2.30K	0.22%
ARQ WEALTH ADVISORS, LLC	179.62K	Jun 30, 26	+26.22K	0.22%
Concurrent Investment Advisors, LLC	177.12K	Jun 30, 26	+11.11K	0.22%
BCGM Wealth Management, LLC	174.73K	Jun 30, 26	-33.99K	0.21%
NewEdge Advisors, LLC	164.36K	Jun 30, 26	+9.95K	0.20%
KEYVANTAGE WEALTH, LLC	156.92K	Jun 30, 26	+11.45K	0.19%
EXCHANGE TRADED CONCEPTS, LLC	155.60K	Jun 30, 26	+11.42K	0.19%
UBS ASSET MANAGEMENT AMERICAS INC	142.74K	Jun 30, 26	--	0.17%
Rehmann Capital Advisory Group	138.44K	Jun 30, 26	+15.31K	0.17%
Capital Analysts, LLC	131.39K	Jun 30, 26	+7.54K	0.16%
Geneos Wealth Management Inc.	129.25K	Jun 30, 26	+2.02K	0.16%
BENJAMIN EDWARDS INC	119.71K	Jun 30, 26	+2.42K	0.15%
MML INVESTORS SERVICES, LLC	119.39K	Jun 30, 26	+4.19K	0.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	118.45K	Jun 30, 26	+9.03K	0.14%
Resolute Wealth Strategies, LLC	116.56K	Jun 30, 26	+4.45K	0.14%
MN Wealth Advisors, LLC	104.13K	Jun 30, 26	-15.26K	0.13%
Mount Yale Investment Advisors, LLC	99.49K	Jun 30, 26	-396.21K	0.12%
Cyndeo Wealth Partners, LLC	93.19K	Jun 30, 26	+9.44K	0.11%
SIMA Wealth Partners, LLC	92.83K	Jun 30, 26	-1.92K	0.11%
MARSHALL WACE, LLP	84.25K	Jun 30, 26	+84.25K	0.10%
Perigon Wealth Management, LLC	82.27K	Jun 30, 26	+2.63K	0.10%
SUMMITPOINT CAPITAL MANAGEMENT	73.97K	Jun 30, 26	+12.88K	0.09%
Triad Wealth Partners, LLC	72.76K	Jun 30, 26	+3.38K	0.09%
Gemmer Asset Management LLC	72.37K	Jun 30, 26	-1.12K	0.09%
HighTower Advisors, LLC	72.05K	Jun 30, 26	+917	0.09%
HARBOUR INVESTMENTS, INC.	72.03K	Jun 30, 26	+4.96K	0.09%
Arkadios Wealth Advisors	72.00K	Jun 30, 26	+1.63K	0.09%
WCG Wealth Advisors LLC	70.59K	Jun 30, 26	-368.31K	0.09%
Miracle Mile Advisors, LLC	69.78K	Jun 30, 26	-1.22K	0.09%
Perennial Investment Advisors, LLC	68.42K	Jun 30, 26	-14.55K	0.08%
GGM Financials LLC	65.49K	Jun 30, 26	-1.69K	0.08%
FAGAN ASSOCIATES, INC.	65.11K	Jun 30, 26	-131	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	60.01K	Jun 30, 26	-35.42K	0.07%
5T Wealth, LLC	59.41K	Jun 30, 26	-2.04K	0.07%
Merited Wealth, LLC	59.35K	Jun 30, 26	+28.12K	0.07%
CAPTRUST FINANCIAL ADVISORS	59.30K	Jun 30, 26	-4.75K	0.07%
Western Wealth Management, LLC	57.45K	Jun 30, 26	-3.60K	0.07%
CIBC WORLD MARKET INC.	54.52K	Jun 30, 26	+36.97K	0.07%
WealthPLAN Partners, LLC	53.16K	Jun 30, 26	+25.77K	0.06%
Gladstone Institutional Advisory LLC	52.96K	Jun 30, 26	+3.68K	0.06%
CMH Wealth Management LLC	51.55K	Jun 30, 26	+4.03K	0.06%
Vista Private Wealth Partners. LLC	50.18K	Jun 30, 26	-2.35K	0.06%
Equitable Holdings, Inc.	49.84K	Jun 30, 26	-32.98K	0.06%
Ascent Group, LLC	48.46K	Jun 30, 26	-1.46K	0.06%
FIRST NATIONAL BANK OF OMAHA	45.87K	Jun 30, 26	+5.93K	0.06%
Worth Financial Advisory Group, LLC	45.66K	Jun 30, 26	+45.66K	0.06%
Pinnacle Financial Partners, Inc.	41.77K	Jun 30, 26	-2.02K	0.05%
SNS Financial Group, LLC	41.55K	Jun 30, 26	+41.55K	0.05%
NATIXIS ADVISORS, L.P.	39.95K	Jun 30, 26	+15.73K	0.05%
Quotient Wealth Partners, LLC	38.04K	Jun 30, 26	+4.12K	0.05%
Compass Wealth Management, LLC/GA	35.67K	Jun 30, 26	-893	0.04%
WBH ADVISORY INC	34.56K	Jun 30, 26	+1.24K	0.04%
Global Retirement Partners, LLC	34.31K	Jun 30, 26	+34.31K	0.04%
Hopwood Nicholas Hunter	31.22K	Jun 30, 26	-4.24K	0.04%
Kingsview Wealth Management, LLC	31.18K	Jun 30, 26	+1.68K	0.04%
Crumly & Associates Inc.	30.84K	Jun 30, 26	-2.60K	0.04%
MGO ONE SEVEN LLC	30.33K	Jun 30, 26	+5	0.04%
Cauble & Harre Wealth Management, Inc.	30.30K	Jun 30, 26	-14	0.04%
Independence Asset Advisors, LLC	29.71K	Jun 30, 26	+7.00K	0.04%
IFP Advisors, Inc	28.82K	Jun 30, 26	+3.48K	0.04%
Mariner, LLC	27.23K	Jun 30, 26	-63.13K	0.03%
D.A. DAVIDSON & CO.	26.65K	Jun 30, 26	-543	0.03%
Fairvoy Private Wealth, LLC	26.10K	Jun 30, 26	+5.34K	0.03%
Heritage Wealth Management, Inc.	25.65K	Jun 30, 26	-59	0.03%
Atlanta Consulting Group Advisors, LLC	23.39K	Jun 30, 26	+1.09K	0.03%
PUREfi Wealth, LLC	23.38K	Jun 30, 26	+3.15K	0.03%
Ignite Planners, LLC	23.14K	Jun 30, 26	+3.64K	0.03%
First Heartland Consultants, Inc.	22.60K	Jun 30, 26	-16.68K	0.03%
Farther Finance Advisors, LLC	22.42K	Jun 30, 26	+15.91K	0.03%
Cornerstone Wealth Management, LLC	22.15K	Jun 30, 26	+19.35K	0.03%
Elevation Wealth Management LLC	21.70K	Jun 30, 26	-2.35K	0.03%
LANDAAS & CO /WI /ADV	21.44K	Jun 30, 26	+3.67K	0.03%
Traveka Wealth, LLC	21.05K	Jun 30, 26	+1.79K	0.03%
Ritter Daniher Financial Advisory LLC / DE	20.78K	Jun 30, 26	-21	0.03%
3Chopt Investment Partners, LLC	20.45K	Jun 30, 26	-2.25K	0.02%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	20.25K	Jun 30, 26	+6.46K	0.02%
Belpointe Asset Management LLC	20.13K	Jun 30, 26	+2.62K	0.02%
CreativeOne Wealth, LLC	19.62K	Jun 30, 26	-7.17K	0.02%
Mascagni Wealth Management, Inc.	19.35K	Jun 30, 26	-427	0.02%
IFG Advisory, LLC	18.58K	Jun 30, 26	+18.58K	0.02%
Advisory Services Network, LLC	18.47K	Jun 30, 26	+1.90K	0.02%
Sugar Maple Asset Management, LLC	18.18K	Jun 30, 26	+368	0.02%
Clear Creek Financial Management, LLC	17.07K	Jun 30, 26	+517	0.02%
TWIN PEAKS WEALTH ADVISORS, LLC	16.63K	Jun 30, 26	-628	0.02%
Merit Financial Group, LLC	16.11K	Jun 30, 26	-5.37K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16.10K	Jun 30, 26	-1.78K	0.02%
Curry Webb Wealth Management LLC	16.05K	Jun 30, 26	-5.16K	0.02%
Beaumont Financial Advisors, LLC	15.09K	Jun 30, 26	-658	0.02%
Providence First Trust Co	14.56K	Jun 30, 26	+14.56K	0.02%
Frontier Asset Management, LLC	14.04K	Jun 30, 26	+61	0.02%
MASSMUTUAL TRUST CO FSB/ADV	13.84K	Jun 30, 26	-7.53K	0.02%
SILVER OAK SECURITIES, INCORPORATED	13.77K	Jun 30, 26	-818	0.02%
Krilogy Financial LLC	13.66K	Jun 30, 26	-1.37K	0.02%
PRIVATE TRUST CO NA	13.48K	Jun 30, 26	+1.41K	0.02%
Essex Financial Services, Inc.	13.25K	Jun 30, 26	+9.80K	0.02%
Bill Few Associates, Inc.	13.11K	Jun 30, 26	+947	0.02%
SUTTON PLACE INVESTORS LLC	12.94K	Jun 30, 26	+69	0.02%
CITADEL ADVISORS LLC	12.73K	Jun 30, 26	+8.88K	0.02%
Wayfinding Financial, LLC	12.51K	Jun 30, 26	-4.91K	0.02%
Sentinus, LLC	12.10K	Jun 30, 26	--	0.01%
Kuhn & Co Investment Counsel	11.71K	Jun 30, 26	-85	0.01%
RENAISSANCE TECHNOLOGIES LLC	11.70K	Jun 30, 26	+8.10K	0.01%
SUMMIT WEALTH GROUP LLC / CO	11.69K	Jun 30, 26	+216	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.62K	Jun 30, 26	-10.57K	0.01%
Procyon Advisors, LLC	11.56K	Jun 30, 26	+78	0.01%
LAKE STREET FINANCIAL LLC	11.33K	Jun 30, 26	-3.80K	0.01%
Verity Asset Management, Inc.	10.74K	Jun 30, 26	+514	0.01%
Mutual Advisors, LLC	10.62K	Jun 30, 26	-258	0.01%
Weil Company, Inc.	10.47K	Jun 30, 26	-117.76K	0.01%
Steward Partners Investment Advisory, LLC	10.36K	Jun 30, 26	+1.52K	0.01%
M.E. ALLISON & CO., INC.	10.21K	Jun 30, 26	-155	0.01%
Oak Barrel Wealth Advisory LLC	10.08K	Jun 30, 26	+10.08K	0.01%
FIFTH THIRD BANCORP	9.87K	Jun 30, 26	+1.04K	0.01%
TCG Advisory Services, LLC	9.67K	Jun 30, 26	-2.72K	0.01%
Resources Investment Advisors, LLC.	9.62K	Jun 30, 26	+28	0.01%
MONECO Advisors, LLC	9.59K	Jun 30, 26	+4	0.01%
AdvisorNet Financial, Inc	9.35K	Jun 30, 26	+1.10K	0.01%
Atomi Financial Group, Inc.	9.11K	Jun 30, 26	-3.85K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	8.96K	Jun 30, 26	+38	0.01%
Beacon Pointe Advisors, LLC	8.52K	Jun 30, 26	+138	0.01%
OPPENHEIMER & CO INC	8.46K	Jun 30, 26	-3.75K	0.01%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	8.37K	Jun 30, 26	--	0.01%
TritonPoint Partners, LLC	8.15K	Jun 30, 26	-6.70K	0.01%
Clear Point Advisors Inc.	7.77K	Jun 30, 26	+7.77K	0.01%
SeaCrest Wealth Management, LLC	7.47K	Jun 30, 26	+1.48K	0.01%
Apella Capital, LLC	7.36K	Jun 30, 26	--	0.01%
OAK HARBOR WEALTH PARTNERS, LLC	7.12K	Jun 30, 26	+1.60K	0.01%
STEPHENS INC /AR/	6.62K	Jun 30, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	6.59K	Jun 30, 26	--	0.01%
J.W. COLE ADVISORS, INC.	6.57K	Jun 30, 26	-1.13K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	6.55K	Jun 30, 26	--	0.01%
Stratos Wealth Partners, LTD.	6.49K	Jun 30, 26	+316	0.01%
Vise Technologies, Inc.	6.34K	Jun 30, 26	+6.34K	0.01%
Global Wealth Strategies & Associates	5.99K	Jun 30, 26	-2	0.01%
Emergent Wealth Advisors, LLC	5.94K	Jun 30, 26	-51	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.89K	Jun 30, 26	--	0.01%
IHT Wealth Management, LLC	5.89K	Jun 30, 26	-298	0.01%
AVAII WEALTH MANAGEMENT, LLC	5.77K	Jun 30, 26	-135	0.01%
Gotham Asset Management, LLC	5.66K	Jun 30, 26	--	0.01%
TRUIST FINANCIAL CORP	5.62K	Jun 30, 26	+1.02K	0.01%
Total Clarity Wealth Management, Inc.	5.57K	Jun 30, 26	+194	0.01%
FIRETHORN WEALTH PARTNERS, LLC	5.27K	Jun 30, 26	-2.19K	0.01%
Creative Planning	5.11K	Jun 30, 26	-11	0.01%
Trexquant Investment LP	5.03K	Jun 30, 26	+5.03K	0.01%
Visionary Wealth Advisors	4.99K	Jun 30, 26	-93	0.01%
AQR CAPITAL MANAGEMENT LLC	4.87K	Jun 30, 26	--	0.01%
ALBION FINANCIAL GROUP /UT	4.85K	Jun 30, 26	--	0.01%
First PREMIER Bank	4.72K	Jun 30, 26	--	0.01%
Westside Investment Management, Inc.	4.63K	Jun 30, 26	--	0.01%
Plan Group Financial, LLC	4.60K	Jun 30, 26	-134	0.01%
Quantinno Capital Management LP	4.53K	Jun 30, 26	+4.53K	0.01%
AE Wealth Management LLC	4.49K	Jun 30, 26	-60	0.01%
Fisher Asset Management, LLC	4.36K	Jun 30, 26	+4.36K	0.01%
Regal Investment Advisors LLC	4.19K	Jun 30, 26	+463	0.01%
GeoWealth Management, LLC	4.18K	Jun 30, 26	-1.49K	0.01%
Pathstone Holdings, LLC	4.14K	Jun 30, 26	+20	0.01%
Alliance Wealth Advisors, LLC	4.00K	Jun 30, 26	-433	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	3.94K	Jun 30, 26	+3.94K	0.00%
LUTS & GREENLEIGH GROUP, INC	3.87K	Jun 30, 26	-5	0.00%
Sequent Planning LLC	3.84K	Jun 30, 26	+901	0.00%
Beacon Capital Management, LLC	3.77K	Jun 30, 26	+3.77K	0.00%
Summit Financial, LLC	3.69K	Jun 30, 26	+147	0.00%
ECLECTIC ASSOCIATES INC /ADV	3.62K	Jun 30, 26	-443	0.00%
Atria Investments, Inc	3.59K	Jun 30, 26	-17.41K	0.00%
Apollon Wealth Management, LLC	3.41K	Jun 30, 26	+309	0.00%
StoneX Group Inc.	3.40K	Jun 30, 26	+242	0.00%
MBA Advisors LLC	3.35K	Jun 30, 26	-376	0.00%
HRT FINANCIAL LP	3.33K	Jun 30, 26	+3.33K	0.00%
Private Wealth Partners, LLC	3.20K	Jun 30, 26	--	0.00%
Capital Advisors Wealth Management, LLC	3.01K	Jun 30, 26	+24	0.00%
Gateway Wealth Partners, LLC	3.01K	Jun 30, 26	-8.38K	0.00%
Kelly Financial Services LLC	2.99K	Jun 30, 26	+3	0.00%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	2.91K	Jun 30, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	2.84K	Jun 30, 26	+2.84K	0.00%
Empirical Asset Management, LLC	2.81K	Jun 30, 26	-8	0.00%
Lido Advisors, LLC	2.77K	Jun 30, 26	+2.77K	0.00%
Aegis Wealth Management, Inc.	2.76K	Jun 30, 26	-363	0.00%
Shared Vision Wealth Group LLC	2.62K	Jun 30, 26	+2.62K	0.00%
Pine Valley Investments Ltd Liability Co	2.61K	Jun 30, 26	+2.61K	0.00%
Envestnet Portfolio Solutions, Inc.	2.59K	Jun 30, 26	+2.59K	0.00%
Financial Partners Group, Inc	2.58K	Jun 30, 26	+2.58K	0.00%
D. E. Shaw & Co., Inc.	2.58K	Jun 30, 26	+2.58K	0.00%
Triumph Capital Management	2.52K	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	2.07K	Jun 30, 26	-149	0.00%
Tripletail Wealth Management, LLC	2.05K	Jun 30, 26	-13	0.00%
Parallel Advisors, LLC	1.84K	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	1.65K	Jun 30, 26	+140	0.00%
CARY STREET PARTNERS FINANCIAL LLC	1.59K	Jun 30, 26	+238	0.00%
Ashton Thomas Private Wealth, LLC	1.48K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	1.44K	Jun 30, 26	--	0.00%
EP Wealth Advisors, LLC	1.43K	Jun 30, 26	+1.43K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	1.37K	Jun 30, 26	+1.37K	0.00%
BlackRock, Inc.	1.24K	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	1.24K	Jun 30, 26	+1.24K	0.00%
RICHARDS, MERRILL & PETERSON, INC.	1.01K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	941	Jun 30, 26	-781	0.00%
BANK OF MONTREAL /CAN/	737	Jun 30, 26	--	0.00%
LGT Financial Advisors LLC	729	Jun 30, 26	+51	0.00%
Main Street Group, LTD	534	Jun 30, 26	+534	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	446	Jun 30, 26	--	0.00%
Spire Wealth Management	433	Jun 30, 26	+1	0.00%
Allworth Financial LP	300	Jun 30, 26	+1	0.00%
Synergy Investment Management, LLC	239	Jun 30, 26	+51	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	239	Jun 30, 26	--	0.00%
Register Financial Advisors LLC	228	Jun 30, 26	--	0.00%
TOWER TRUST & INVESTMENT Co	145	Jun 30, 26	+145	0.00%
SIGNATUREFD, LLC	140	Jun 30, 26	--	0.00%
Rossby Financial, LCC	122	Jun 30, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	96	Jun 30, 26	+1	0.00%
VANGUARD ADVISERS INC	88	Jun 30, 26	--	0.00%
MCDONALD PARTNERS LLC	77	Jun 30, 26	+77	0.00%
TRUST CO OF VERMONT	68	Jun 30, 26	+68	0.00%
Clearstead Advisors, LLC	63	Jun 30, 26	--	0.00%
Abound Wealth Management	63	Jun 30, 26	-265	0.00%
SBI Securities Co., Ltd.	53	Jun 30, 26	-12	0.00%
Essential Investment Partners LLC	47	Jun 30, 26	--	0.00%
Rosenberg Matthew Hamilton	45	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	43	Jun 30, 26	+43	0.00%
ASSETMARK, INC	39	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	34	Jun 30, 26	--	0.00%
Security National Bank	30	Jun 30, 26	+30	0.00%
Asset Dedication, LLC	25	Jun 30, 26	+25	0.00%
CALDWELL SUTTER CAPITAL, INC.	20	Jun 30, 26	+20	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	18	Jun 30, 26	+18	0.00%
Financial Gravity Companies, Inc.	3	Jun 30, 26	+3	0.00%
RFG Advisory, LLC	--	Jun 30, 26	-23.52K	--
GODSEY & GIBB, INC	--	Jun 30, 26	-62	--
Root Financial Partners, LLC	--	Jun 30, 26	-800	--
WealthShield Partners, LLC	--	Jun 30, 26	-159	--
Fortis Group Advisors, LLC	--	Jun 30, 26	-34.76K	--
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-8.65K	--
Harbor Asset Planning, Inc.	--	Jun 30, 26	-187	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-9.15K	--
FAS Wealth Partners, Inc.	--	Jun 30, 26	-299	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-5.37K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-150	--
Cornerstone Planning Group LLC	--	Jun 30, 26	-15	--
NVWM, LLC	--	Jun 30, 26	-8.00K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-2.99K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-19.69K	--
MAI Capital Management	--	Jun 30, 26	-1.79K	--
ATTICUS WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-5.83K	--
Independent Advisor Alliance	--	Jun 30, 26	-49.25K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-3.04K	--
Golden State Equity Partners	--	Jun 30, 26	-23.40K	--
Waverly Advisors, LLC	--	Jun 30, 26	-4.43K	--
XTX Topco Ltd	--	Jun 30, 26	-8.99K	--
CWM, LLC	245.01K	Mar 31, 26	-15.86K	0.30%
Financial Connections Group, Inc.	7.36K	Mar 31, 26	--	0.01%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	5.67K	Mar 31, 26	+5.67K	0.01%
SECURITY NATIONAL BANK OF SO DAK	4.34K	Mar 31, 26	+4.34K	0.01%
Financial Gravity Asset Management, Inc.	337	Mar 31, 26	+3	0.00%
MLG Wealth Management DBA Pine Grove Financial Group	135.88K	Dec 31, 25	+135.88K	0.17%
ORG Partners LLC	20.72K	Dec 31, 25	+3.20K	0.03%
Litman Gregory Wealth Management LLC	9.83K	Dec 31, 25	-883	0.01%
COMERICA BANK	5.31K	Dec 31, 25	-364	0.01%
GPS Wealth Strategies Group, LLC	624	Dec 31, 25	-9.53K	0.00%
Motiv8 Investments LLC	22	Dec 31, 25	+22	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-8.33K	--
SYNOVUS FINANCIAL CORP	42.91K	Sep 30, 25	-1.51K	0.05%
COUNTRY CLUB BANK /GFN	36.27K	Sep 30, 25	+1.09K	0.04%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-11.03K	--
Financial Advocates Investment Management	--	Sep 30, 25	-45.43K	--
Tyler-Stone Wealth Management	184.54K	Jun 30, 25	-12.06K	0.23%
Blue Oak Capital, LLC	38.57K	Jun 30, 25	-868	0.05%
Priebe Wealth Holdings LLC	32.58K	Jun 30, 25	-1.94K	0.04%
Atria Wealth Solutions, Inc.	29.47K	Jun 30, 25	-3.82K	0.04%
AVANTAX ADVISORY SERVICES, INC.	18.66K	Jun 30, 25	+6.20K	0.02%
Good Life Advisors, LLC	11.60K	Jun 30, 25	-904	0.01%
Centricity Wealth Management, LLC	610	Jun 30, 25	--	0.00%
Aveo Capital Partners, LLC	--	Mar 31, 25	-3.25K	--
UNIONVIEW, LLC	134.44K	Dec 31, 24	+3.34K	0.16%
Riggs Capital Management LLC	7.10K	Dec 31, 24	+7.10K	0.01%
WR Wealth Planners, LLC	1.82K	Dec 31, 24	+1.82K	0.00%
Householder Group Estate & Retirement Specialist, LLC	300	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	491.58K	Sep 30, 24	+1.09K	0.60%
Raymond James Financial Services Advisors, Inc.	339.92K	Sep 30, 24	+52.46K	0.41%
RAYMOND JAMES TRUST N.A.	5.54K	Sep 30, 24	+125	0.01%
Family Asset Management, LLC	819	Sep 30, 24	+108	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	24.17K	Jun 30, 24	+1.20K	0.03%
Relative Value Partners Group, LLC	11.16K	Jun 30, 24	+11.16K	0.01%
ICA Group Wealth Management, LLC	300	Jun 30, 24	+300	0.00%
Cetera Advisor Networks LLC	19.61K	Mar 31, 24	+7.23K	0.02%
WADE G W & INC	154.52K	Dec 31, 23	+109.91K	0.19%
Bartlett & Co. LLC	21	Dec 31, 23	+21	0.00%
Integrity Advisory, LLC	81.31K	Dec 31, 22	+81.31K	0.10%
55I, LLC	10.57K	Sep 30, 22	+10.57K	0.01%
American Portfolios Advisors	2.63K	Sep 30, 22	+2.63K	0.00%
FourThought Financial, LLC	2.27K	Sep 30, 22	+705	0.00%
STICHTING PENSIOENFONDS ABP	3.02M	Dec 31, 06	+3.02M	3.69%
RBC CMA LLC	1.59M	Jun 30, 06	-1.20M	1.94%
Bryce Capital Funds	25.14K	Jun 30, 06	--	0.03%
FEDERATED MDTA LLC	--	Jun 30, 06	-18.57K	--
Arlington Asset Investment Corp.	28.90K	Dec 31, 05	+28.90K	0.04%
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	26.70K	Dec 31, 04	+26.70K	0.03%
Columbia Threadneedle Management Ltd	3.83M	Sep 30, 04	+3.83M	4.68%
CIBC Private Wealth Advisors, Inc.	277.72K	Sep 30, 03	-59.34K	0.34%
NOMURA SECURITIES CO LTD	--	Jun 30, 03	-2.56M	--
FIFTH THIRD BANK, NATIONAL ASSOCIATION	226.85K	Mar 31, 02	+226.85K	0.28%
PRINCIPAL GLOBAL INVESTORS	10.42M	Sep 30, 01	+2.61M	12.71%
PRINCIPAL LIFE INSURANCE CO	10.42M	Sep 30, 01	+2.61M	12.71%
PRUDENTIAL INSURANCE CO OF AMERICA	7.70M	Sep 30, 01	+381.32K	9.40%
RBC Capital Markets, LLC	188.68K	Mar 31, 01	+91.18K	0.23%
TRUIST BANK /NC/	129.24K	Mar 31, 01	+10.47K	0.16%
AYCO CO L P	56.27K	Dec 31, 00	+28.89K	0.07%
COMERICA INC /NEW/	874.07K	Sep 30, 00	+874.07K	1.07%
VOYA INVESTMENTS, LLC	539.15K	Jun 30, 00	+153.05K	0.66%
BRENNAN JOHN F JR	164.90K	Jun 30, 00	+142.40K	0.20%
TRANSAMERICA CORP	50.22K	Dec 31, 99	+50.22K	0.06%
CONTINENTAL CASUALTY CO	44.00K	Sep 30, 99	--	0.05%
Allspring Global Investments, LLC	179.09K	Jun 30, 99	+179.09K	0.22%

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

20.57M

Jun 30, 26

-1.01M

25.11%

Dynasty Wealth Management, LLC

9.05M

Jun 30, 26

+855.43K

11.05%

LPL Financial LLC

7.23M

Jun 30, 26

+539.15K

8.82%

SAGESPRING WEALTH PARTNERS, LLC

5.19M

Jun 30, 26

+422.27K

6.33%

OpenArc Corporate Advisory, LLC

2.66M

Jun 30, 26

+322.99K

3.25%

AMERIPRISE FINANCIAL INC

2.54M

Jun 30, 26

-202.34K

3.10%

Cetera Investment Advisers

1.88M

Jun 30, 26

+91.09K

2.29%

MORGAN STANLEY

1.69M

Jun 30, 26

-181.56K

2.06%

Janney Montgomery Scott LLC

1.46M

Jun 30, 26

+1.46M

1.78%

ROYAL BANK OF CANADA

1.31M

Jun 30, 26

+106.47K

1.59%

ENVESTNET ASSET MANAGEMENT INC

1.12M

Jun 30, 26

-78.71K

1.37%

JONES FINANCIAL COMPANIES LLLP

1.05M

Jun 30, 26

+169.97K

1.29%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

956.18K

Jun 30, 26

-21.95K

1.17%

PNC FINANCIAL SERVICES GROUP, INC.

930.34K

Jun 30, 26

-43.33K

1.14%

STEPH & CO

912.60K

Jun 30, 26

-1.79K

1.11%

ORRSTOWN FINANCIAL SERVICES INC

864.65K

Jun 30, 26

+15.81K

1.06%

GREAT VALLEY ADVISOR GROUP, INC.

827.13K

Jun 30, 26

+36.41K

1.01%

RAYMOND JAMES FINANCIAL INC

735.63K

Jun 30, 26

+191.65K

0.90%

BANK OF AMERICA CORP /DE/

730.95K

Jun 30, 26

-1.04M

0.89%

Vestmark Advisory Solutions, Inc.

703.55K

Jun 30, 26

-394.62K

0.86%

Kestra Advisory Services, LLC

658.70K

Jun 30, 26

+42.27K

0.80%

CI INVESTMENTS INC.

634.88K

Jun 30, 26

+86.96K

0.77%

COMMONWEALTH EQUITY SERVICES, LLC

620.92K

Jun 30, 26

-216.13K

0.76%

Private Advisor Group, LLC

591.14K

Jun 30, 26

+119.08K

0.72%

Northwest Financial Advisors

567.60K

Jun 30, 26

+567.60K

0.69%

ADVISOR GROUP HOLDINGS, INC.

561.09K

Jun 30, 26

+151.75K

0.68%

Convergence Financial, LLC

552.02K

Jun 30, 26

+200.02K

0.67%

FSM Wealth Advisors, LLC

550.53K

Jun 30, 26

+25.64K

0.67%

Intellus Advisors LLC

490.29K

Jun 30, 26

+8.67K

0.60%

UNIQUE WEALTH, LLC

470.59K

Jun 30, 26

+71.53K

0.57%

WNY Asset Management, LLC

455.06K

Jun 30, 26

+816

0.56%

Colony Group, LLC

428.83K

Jun 30, 26

-3.94K

0.52%

DAYMARK WEALTH PARTNERS, LLC

404.17K

Jun 30, 26

-28.33K

0.49%

STIFEL FINANCIAL CORP

394.61K

Jun 30, 26

+221

0.48%

WealthPlan Investment Management, LLC

380.93K

Jun 30, 26

+55.04K

0.46%

Americana Partners, LLC

378.71K

Jun 30, 26

-1.81K

0.46%

Arlington Financial Advisors, LLC

374.16K

Jun 30, 26

+5.85K

0.46%

Rockefeller Capital Management L.P.

344.90K

Jun 30, 26

+2.94K

0.42%

UBS Group AG

308.40K

Jun 30, 26

+731

0.38%

Cambridge Investment Research Advisors, Inc.

307.63K

Jun 30, 26

+56.15K

0.38%

Centerline Wealth Advisors, LLC

305.29K

Jun 30, 26

+15.68K

0.37%

Triangle Securities Wealth Management

253.01K

Jun 30, 26

+4.81K

0.31%

Confluence Wealth Services, Inc.

246.31K

Jun 30, 26

+33.11K

0.30%

Integrated Wealth Concepts LLC

245.85K

Jun 30, 26

-17.49K

0.30%

Prism Advisors, Inc.

242.98K

Jun 30, 26

-1.89K

0.30%

Storen Legacy Partners, LLC

242.20K

Jun 30, 26

+18.93K

0.30%

DAVENPORT & Co LLC

240.78K

Jun 30, 26

+104.87K

0.29%

WELLS FARGO & COMPANY/MN

239.86K

Jun 30, 26

+7.89K

0.29%

Sanctuary Advisors, LLC

207.08K

Jun 30, 26

+25.03K

0.25%

GILL CAPITAL PARTNERS, LLC

182.05K

Jun 30, 26

+2.30K

0.22%

ARQ WEALTH ADVISORS, LLC

179.62K

Jun 30, 26

+26.22K

0.22%

Concurrent Investment Advisors, LLC

177.12K

Jun 30, 26

+11.11K

0.22%

BCGM Wealth Management, LLC

174.73K

Jun 30, 26

-33.99K

0.21%

NewEdge Advisors, LLC

164.36K

Jun 30, 26

+9.95K

0.20%

KEYVANTAGE WEALTH, LLC

156.92K

Jun 30, 26

+11.45K

0.19%

EXCHANGE TRADED CONCEPTS, LLC

155.60K

Jun 30, 26

+11.42K

0.19%

UBS ASSET MANAGEMENT AMERICAS INC

142.74K

Jun 30, 26

0.17%

Rehmann Capital Advisory Group

138.44K

Jun 30, 26

+15.31K

0.17%

Capital Analysts, LLC

131.39K

Jun 30, 26

+7.54K

0.16%

Geneos Wealth Management Inc.

129.25K

Jun 30, 26

+2.02K

0.16%

BENJAMIN EDWARDS INC

119.71K

Jun 30, 26

+2.42K

0.15%

MML INVESTORS SERVICES, LLC

119.39K

Jun 30, 26

+4.19K

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

118.45K

Jun 30, 26

+9.03K

0.14%

Resolute Wealth Strategies, LLC

116.56K

Jun 30, 26

+4.45K

0.14%

MN Wealth Advisors, LLC

104.13K

Jun 30, 26

-15.26K

0.13%

Mount Yale Investment Advisors, LLC

99.49K

Jun 30, 26

-396.21K

0.12%

Cyndeo Wealth Partners, LLC

93.19K

Jun 30, 26

+9.44K

0.11%

SIMA Wealth Partners, LLC

92.83K

Jun 30, 26

-1.92K

0.11%

MARSHALL WACE, LLP

84.25K

Jun 30, 26

+84.25K

0.10%

Perigon Wealth Management, LLC

82.27K

Jun 30, 26

+2.63K

0.10%

SUMMITPOINT CAPITAL MANAGEMENT

73.97K

Jun 30, 26

+12.88K

0.09%

Triad Wealth Partners, LLC

72.76K

Jun 30, 26

+3.38K

0.09%

Gemmer Asset Management LLC

72.37K

Jun 30, 26

-1.12K

0.09%

HighTower Advisors, LLC

72.05K

Jun 30, 26

+917

0.09%

HARBOUR INVESTMENTS, INC.

72.03K

Jun 30, 26

+4.96K

0.09%

Arkadios Wealth Advisors

72.00K

Jun 30, 26

+1.63K

0.09%

WCG Wealth Advisors LLC

70.59K

Jun 30, 26

-368.31K

0.09%

Miracle Mile Advisors, LLC

69.78K

Jun 30, 26

-1.22K

0.09%

Perennial Investment Advisors, LLC

68.42K

Jun 30, 26

-14.55K

0.08%

GGM Financials LLC

65.49K

Jun 30, 26

-1.69K

0.08%

FAGAN ASSOCIATES, INC.

65.11K

Jun 30, 26

-131

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

60.01K

Jun 30, 26

-35.42K

0.07%

5T Wealth, LLC

59.41K

Jun 30, 26

-2.04K

0.07%

Merited Wealth, LLC

59.35K

Jun 30, 26

+28.12K

0.07%

CAPTRUST FINANCIAL ADVISORS

59.30K

Jun 30, 26

-4.75K

0.07%

Western Wealth Management, LLC

57.45K

Jun 30, 26

-3.60K

0.07%

CIBC WORLD MARKET INC.

54.52K

Jun 30, 26

+36.97K

0.07%

WealthPLAN Partners, LLC

53.16K

Jun 30, 26

+25.77K

0.06%

Gladstone Institutional Advisory LLC

52.96K

Jun 30, 26

+3.68K

0.06%

CMH Wealth Management LLC

51.55K

Jun 30, 26

+4.03K

0.06%

Vista Private Wealth Partners. LLC

50.18K

Jun 30, 26

-2.35K

0.06%

Equitable Holdings, Inc.

49.84K

Jun 30, 26

-32.98K

0.06%

Ascent Group, LLC

48.46K

Jun 30, 26

-1.46K

0.06%

FIRST NATIONAL BANK OF OMAHA

45.87K

Jun 30, 26

+5.93K

0.06%

Worth Financial Advisory Group, LLC

45.66K

Jun 30, 26

+45.66K

0.06%

Pinnacle Financial Partners, Inc.

41.77K

Jun 30, 26

-2.02K

0.05%

SNS Financial Group, LLC

41.55K

Jun 30, 26

+41.55K

0.05%

NATIXIS ADVISORS, L.P.

39.95K

Jun 30, 26

+15.73K

0.05%

Quotient Wealth Partners, LLC

38.04K

Jun 30, 26

+4.12K

0.05%

Compass Wealth Management, LLC/GA

35.67K

Jun 30, 26

-893

0.04%

WBH ADVISORY INC

34.56K

Jun 30, 26

+1.24K

0.04%

Global Retirement Partners, LLC

34.31K

Jun 30, 26

+34.31K

0.04%

Hopwood Nicholas Hunter

31.22K

Jun 30, 26

-4.24K

0.04%

Kingsview Wealth Management, LLC

31.18K

Jun 30, 26

+1.68K

0.04%

Crumly & Associates Inc.

30.84K

Jun 30, 26

-2.60K

0.04%

MGO ONE SEVEN LLC

30.33K

Jun 30, 26

0.04%

Cauble & Harre Wealth Management, Inc.

30.30K

Jun 30, 26

-14

0.04%

Independence Asset Advisors, LLC

29.71K

Jun 30, 26

+7.00K

0.04%

IFP Advisors, Inc

28.82K

Jun 30, 26

+3.48K

0.04%

Mariner, LLC

27.23K

Jun 30, 26

-63.13K

0.03%

D.A. DAVIDSON & CO.

26.65K

Jun 30, 26

-543

0.03%

Fairvoy Private Wealth, LLC

26.10K

Jun 30, 26

+5.34K

0.03%

Heritage Wealth Management, Inc.

25.65K

Jun 30, 26

-59

0.03%

Atlanta Consulting Group Advisors, LLC

23.39K

Jun 30, 26

+1.09K

0.03%

PUREfi Wealth, LLC

23.38K

Jun 30, 26

+3.15K

0.03%

Ignite Planners, LLC

23.14K

Jun 30, 26

+3.64K

0.03%

First Heartland Consultants, Inc.

22.60K

Jun 30, 26

-16.68K

0.03%

Farther Finance Advisors, LLC

22.42K

Jun 30, 26

+15.91K

0.03%

Cornerstone Wealth Management, LLC

22.15K

Jun 30, 26

+19.35K

0.03%

Elevation Wealth Management LLC

21.70K

Jun 30, 26

-2.35K

0.03%

LANDAAS & CO /WI /ADV

21.44K

Jun 30, 26

+3.67K

0.03%

Traveka Wealth, LLC

21.05K

Jun 30, 26

+1.79K

0.03%

Ritter Daniher Financial Advisory LLC / DE

20.78K

Jun 30, 26

-21

0.03%

3Chopt Investment Partners, LLC

20.45K

Jun 30, 26

-2.25K

0.02%

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

20.25K

Jun 30, 26

+6.46K

0.02%

Belpointe Asset Management LLC

20.13K

Jun 30, 26

+2.62K

0.02%

CreativeOne Wealth, LLC

19.62K

Jun 30, 26

-7.17K

0.02%

Mascagni Wealth Management, Inc.

19.35K

Jun 30, 26

-427

0.02%

IFG Advisory, LLC

18.58K

Jun 30, 26

+18.58K

0.02%

Advisory Services Network, LLC

18.47K

Jun 30, 26

+1.90K

0.02%

Sugar Maple Asset Management, LLC

18.18K

Jun 30, 26

+368

0.02%

Clear Creek Financial Management, LLC

17.07K

Jun 30, 26

+517

0.02%

TWIN PEAKS WEALTH ADVISORS, LLC

16.63K

Jun 30, 26

-628

0.02%

Merit Financial Group, LLC

16.11K

Jun 30, 26

-5.37K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

16.10K

Jun 30, 26

-1.78K

0.02%

Curry Webb Wealth Management LLC

16.05K

Jun 30, 26

-5.16K

0.02%

Beaumont Financial Advisors, LLC

15.09K

Jun 30, 26

-658

0.02%

Providence First Trust Co

14.56K

Jun 30, 26

+14.56K

0.02%

Frontier Asset Management, LLC

14.04K

Jun 30, 26

+61

0.02%

MASSMUTUAL TRUST CO FSB/ADV

13.84K

Jun 30, 26

-7.53K

0.02%

SILVER OAK SECURITIES, INCORPORATED

13.77K

Jun 30, 26

-818

0.02%

Krilogy Financial LLC

13.66K

Jun 30, 26

-1.37K

0.02%

PRIVATE TRUST CO NA

13.48K

Jun 30, 26

+1.41K

0.02%

Essex Financial Services, Inc.

13.25K

Jun 30, 26

+9.80K

0.02%

Bill Few Associates, Inc.

13.11K

Jun 30, 26

+947

0.02%

SUTTON PLACE INVESTORS LLC

12.94K

Jun 30, 26

+69

0.02%

CITADEL ADVISORS LLC

12.73K

Jun 30, 26

+8.88K

0.02%

Wayfinding Financial, LLC

12.51K

Jun 30, 26

-4.91K

0.02%

Sentinus, LLC

12.10K

Jun 30, 26

0.01%

Kuhn & Co Investment Counsel

11.71K

Jun 30, 26

-85

0.01%

RENAISSANCE TECHNOLOGIES LLC

11.70K

Jun 30, 26

+8.10K

0.01%

SUMMIT WEALTH GROUP LLC / CO

11.69K

Jun 30, 26

+216

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.62K

Jun 30, 26

-10.57K

0.01%

Procyon Advisors, LLC

11.56K

Jun 30, 26

+78

0.01%

LAKE STREET FINANCIAL LLC

11.33K

Jun 30, 26

-3.80K

0.01%

Verity Asset Management, Inc.

10.74K

Jun 30, 26

+514

0.01%

Mutual Advisors, LLC

10.62K

Jun 30, 26

-258

0.01%

Weil Company, Inc.

10.47K

Jun 30, 26

-117.76K

0.01%

Steward Partners Investment Advisory, LLC

10.36K

Jun 30, 26

+1.52K

0.01%

M.E. ALLISON & CO., INC.

10.21K

Jun 30, 26

-155

0.01%

Oak Barrel Wealth Advisory LLC

10.08K

Jun 30, 26

+10.08K

0.01%

FIFTH THIRD BANCORP

9.87K

Jun 30, 26

+1.04K

0.01%

TCG Advisory Services, LLC

9.67K

Jun 30, 26

-2.72K

0.01%

Resources Investment Advisors, LLC.

9.62K

Jun 30, 26

+28

0.01%

MONECO Advisors, LLC

9.59K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

9.35K

Jun 30, 26

+1.10K

0.01%

Atomi Financial Group, Inc.

9.11K

Jun 30, 26

-3.85K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

8.96K

Jun 30, 26

+38

0.01%

Beacon Pointe Advisors, LLC

8.52K

Jun 30, 26

+138

0.01%

OPPENHEIMER & CO INC

8.46K

Jun 30, 26

-3.75K

0.01%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

8.37K

Jun 30, 26

0.01%

TritonPoint Partners, LLC

8.15K

Jun 30, 26

-6.70K

0.01%

Clear Point Advisors Inc.

7.77K

Jun 30, 26

+7.77K

0.01%

SeaCrest Wealth Management, LLC

7.47K

Jun 30, 26

+1.48K

0.01%

Apella Capital, LLC

7.36K

Jun 30, 26

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

7.12K

Jun 30, 26

+1.60K

0.01%

STEPHENS INC /AR/

6.62K

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

6.59K

Jun 30, 26

0.01%

J.W. COLE ADVISORS, INC.

6.57K

Jun 30, 26

-1.13K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

6.55K

Jun 30, 26

0.01%

Stratos Wealth Partners, LTD.

6.49K

Jun 30, 26

+316

0.01%

Vise Technologies, Inc.

6.34K

Jun 30, 26

+6.34K

0.01%

Global Wealth Strategies & Associates

5.99K

Jun 30, 26

-2

0.01%

Emergent Wealth Advisors, LLC

5.94K

Jun 30, 26

-51

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.89K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

5.89K

Jun 30, 26

-298

0.01%

AVAII WEALTH MANAGEMENT, LLC

5.77K

Jun 30, 26

-135

0.01%

Gotham Asset Management, LLC

5.66K

Jun 30, 26

0.01%

TRUIST FINANCIAL CORP

5.62K

Jun 30, 26

+1.02K

0.01%

Total Clarity Wealth Management, Inc.

5.57K

Jun 30, 26

+194

0.01%

FIRETHORN WEALTH PARTNERS, LLC

5.27K

Jun 30, 26

-2.19K

0.01%

Creative Planning

5.11K

Jun 30, 26

-11

0.01%

Trexquant Investment LP

5.03K

Jun 30, 26

+5.03K

0.01%

Visionary Wealth Advisors

4.99K

Jun 30, 26

-93

0.01%

AQR CAPITAL MANAGEMENT LLC

4.87K

Jun 30, 26

0.01%

ALBION FINANCIAL GROUP /UT

4.85K

Jun 30, 26

0.01%

First PREMIER Bank

4.72K

Jun 30, 26

0.01%

Westside Investment Management, Inc.

4.63K

Jun 30, 26

0.01%

Plan Group Financial, LLC

4.60K

Jun 30, 26

-134

0.01%

Quantinno Capital Management LP

4.53K

Jun 30, 26

+4.53K

0.01%

AE Wealth Management LLC

4.49K

Jun 30, 26

-60

0.01%

Fisher Asset Management, LLC

4.36K

Jun 30, 26

+4.36K

0.01%

Regal Investment Advisors LLC

4.19K

Jun 30, 26

+463

0.01%

GeoWealth Management, LLC

4.18K

Jun 30, 26

-1.49K

0.01%

Pathstone Holdings, LLC

4.14K

Jun 30, 26

+20

0.01%

Alliance Wealth Advisors, LLC

4.00K

Jun 30, 26

-433

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

3.94K

Jun 30, 26

+3.94K

0.00%

LUTS & GREENLEIGH GROUP, INC

3.87K

Jun 30, 26

-5

0.00%

Sequent Planning LLC

3.84K

Jun 30, 26

+901

0.00%

Beacon Capital Management, LLC

3.77K

Jun 30, 26

+3.77K

0.00%

Summit Financial, LLC

3.69K

Jun 30, 26

+147

0.00%

ECLECTIC ASSOCIATES INC /ADV

3.62K

Jun 30, 26

-443

0.00%

Atria Investments, Inc

3.59K

Jun 30, 26

-17.41K

0.00%

Apollon Wealth Management, LLC

3.41K

Jun 30, 26

+309

0.00%

StoneX Group Inc.

3.40K

Jun 30, 26

+242

0.00%

MBA Advisors LLC

3.35K

Jun 30, 26

-376

0.00%

HRT FINANCIAL LP

3.33K

Jun 30, 26

+3.33K

0.00%

Private Wealth Partners, LLC

3.20K

Jun 30, 26

0.00%

Capital Advisors Wealth Management, LLC

3.01K

Jun 30, 26

+24

0.00%

Gateway Wealth Partners, LLC

3.01K

Jun 30, 26

-8.38K

0.00%

Kelly Financial Services LLC

2.99K

Jun 30, 26

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

2.91K

Jun 30, 26

0.00%

TWO SIGMA SECURITIES, LLC

2.84K

Jun 30, 26

+2.84K

0.00%

Empirical Asset Management, LLC

2.81K

Jun 30, 26

-8

0.00%

Lido Advisors, LLC

2.77K

Jun 30, 26

+2.77K

0.00%

Aegis Wealth Management, Inc.

2.76K

Jun 30, 26

-363

0.00%

Shared Vision Wealth Group LLC

2.62K

Jun 30, 26

+2.62K

0.00%

Pine Valley Investments Ltd Liability Co

2.61K

Jun 30, 26

+2.61K

0.00%

Envestnet Portfolio Solutions, Inc.

2.59K

Jun 30, 26

+2.59K

0.00%

Financial Partners Group, Inc

2.58K

Jun 30, 26

+2.58K

0.00%

D. E. Shaw & Co., Inc.

2.58K

Jun 30, 26

+2.58K

0.00%

Triumph Capital Management

2.52K

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

2.07K

Jun 30, 26

-149

0.00%

Tripletail Wealth Management, LLC

2.05K

Jun 30, 26

-13

0.00%

Parallel Advisors, LLC

1.84K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

1.65K

Jun 30, 26

+140

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.59K

Jun 30, 26

+238

0.00%

Ashton Thomas Private Wealth, LLC

1.48K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

1.44K

Jun 30, 26

0.00%

EP Wealth Advisors, LLC

1.43K

Jun 30, 26

+1.43K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

1.37K

Jun 30, 26

+1.37K

0.00%

BlackRock, Inc.

1.24K

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.24K

Jun 30, 26

+1.24K

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.01K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

941

Jun 30, 26

-781

0.00%

BANK OF MONTREAL /CAN/

737

Jun 30, 26

0.00%

LGT Financial Advisors LLC

729

Jun 30, 26

+51

0.00%

Main Street Group, LTD

534

Jun 30, 26

+534

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

446

Jun 30, 26

0.00%

Spire Wealth Management

433

Jun 30, 26

0.00%

Allworth Financial LP

300

Jun 30, 26

0.00%

Synergy Investment Management, LLC

239

Jun 30, 26

+51

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

239

Jun 30, 26

0.00%

228

Jun 30, 26

0.00%

TOWER TRUST & INVESTMENT Co

145

Jun 30, 26

+145

0.00%

SIGNATUREFD, LLC

140

Jun 30, 26

0.00%

Rossby Financial, LCC

122

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

Jun 30, 26

+77

0.00%

TRUST CO OF VERMONT

Jun 30, 26

+68

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

-265

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-12

0.00%

Essential Investment Partners LLC

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+43

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Security National Bank

Jun 30, 26

+30

0.00%

Asset Dedication, LLC

Jun 30, 26

+25

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

+20

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

+18

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

0.00%

RFG Advisory, LLC

Jun 30, 26

-23.52K

GODSEY & GIBB, INC

Jun 30, 26

-62

Root Financial Partners, LLC

Jun 30, 26

-800

WealthShield Partners, LLC

Jun 30, 26

-159

Fortis Group Advisors, LLC

Jun 30, 26

-34.76K

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-8.65K

Harbor Asset Planning, Inc.

Jun 30, 26

-187

Strategic Financial Concepts, LLC

Jun 30, 26

-9.15K

FAS Wealth Partners, Inc.

Jun 30, 26

-299

Qube Research & Technologies Ltd

Jun 30, 26

-5.37K

Sound Income Strategies, LLC

Jun 30, 26

-150

Cornerstone Planning Group LLC

Jun 30, 26

-15

NVWM, LLC

Jun 30, 26

-8.00K

FLOW TRADERS U.S. LLC

Jun 30, 26

-2.99K

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-19.69K

MAI Capital Management

Jun 30, 26

-1.79K

ATTICUS WEALTH MANAGEMENT, LLC

Jun 30, 26

-5.83K

Independent Advisor Alliance

Jun 30, 26

-49.25K

Brinker Capital Investments, LLC

Jun 30, 26

-3.04K

Golden State Equity Partners

Jun 30, 26

-23.40K

Waverly Advisors, LLC

Jun 30, 26

-4.43K

XTX Topco Ltd

Jun 30, 26

-8.99K

CWM, LLC

245.01K

Mar 31, 26

-15.86K

0.30%

Financial Connections Group, Inc.

7.36K

Mar 31, 26

0.01%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

5.67K

Mar 31, 26

+5.67K

0.01%

SECURITY NATIONAL BANK OF SO DAK

4.34K

Mar 31, 26

+4.34K

0.01%

Financial Gravity Asset Management, Inc.

337

Mar 31, 26

0.00%

MLG Wealth Management DBA Pine Grove Financial Group

135.88K

Dec 31, 25

+135.88K

0.17%

ORG Partners LLC

20.72K

Dec 31, 25

+3.20K

0.03%

Litman Gregory Wealth Management LLC

9.83K

Dec 31, 25

-883

0.01%

COMERICA BANK

5.31K

Dec 31, 25

-364

0.01%

GPS Wealth Strategies Group, LLC

624

Dec 31, 25

-9.53K

0.00%

Motiv8 Investments LLC

Dec 31, 25

+22

0.00%

Northwest Capital Management Inc

Dec 31, 25

-8.33K

SYNOVUS FINANCIAL CORP

42.91K

Sep 30, 25

-1.51K

0.05%

COUNTRY CLUB BANK /GFN

36.27K

Sep 30, 25

+1.09K

0.04%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-11.03K

Financial Advocates Investment Management

Sep 30, 25

-45.43K

Tyler-Stone Wealth Management

184.54K

Jun 30, 25

-12.06K

0.23%

Blue Oak Capital, LLC

38.57K

Jun 30, 25

-868

0.05%

Priebe Wealth Holdings LLC

32.58K

Jun 30, 25

-1.94K

0.04%

Atria Wealth Solutions, Inc.

29.47K

Jun 30, 25

-3.82K

0.04%

AVANTAX ADVISORY SERVICES, INC.

18.66K

Jun 30, 25

+6.20K

0.02%

Good Life Advisors, LLC

11.60K

Jun 30, 25

-904

0.01%

Centricity Wealth Management, LLC

610

Jun 30, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-3.25K

UNIONVIEW, LLC

134.44K

Dec 31, 24

+3.34K

0.16%

Riggs Capital Management LLC

7.10K

Dec 31, 24

+7.10K

0.01%

WR Wealth Planners, LLC

1.82K

Dec 31, 24

+1.82K

0.00%

Householder Group Estate & Retirement Specialist, LLC

300

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

491.58K

Sep 30, 24

+1.09K

0.60%

Raymond James Financial Services Advisors, Inc.

339.92K

Sep 30, 24

+52.46K

0.41%

RAYMOND JAMES TRUST N.A.

5.54K

Sep 30, 24

+125

0.01%

Family Asset Management, LLC

819

Sep 30, 24

+108

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

24.17K

Jun 30, 24

+1.20K

0.03%

Relative Value Partners Group, LLC

11.16K

Jun 30, 24

+11.16K

0.01%

ICA Group Wealth Management, LLC

300

Jun 30, 24

+300

0.00%

Cetera Advisor Networks LLC

19.61K

Mar 31, 24

+7.23K

0.02%

WADE G W & INC

154.52K

Dec 31, 23

+109.91K

0.19%

Bartlett & Co. LLC

Dec 31, 23

+21

0.00%

Integrity Advisory, LLC

81.31K

Dec 31, 22

+81.31K

0.10%

55I, LLC

10.57K

Sep 30, 22

+10.57K

0.01%

American Portfolios Advisors

2.63K

Sep 30, 22

+2.63K

0.00%

FourThought Financial, LLC

2.27K

Sep 30, 22

+705

0.00%

STICHTING PENSIOENFONDS ABP

3.02M

Dec 31, 06

+3.02M

3.69%

RBC CMA LLC

1.59M

Jun 30, 06

-1.20M

1.94%

Bryce Capital Funds

25.14K

Jun 30, 06

0.03%

FEDERATED MDTA LLC

Jun 30, 06

-18.57K

Arlington Asset Investment Corp.

28.90K

Dec 31, 05

+28.90K

0.04%

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

26.70K

Dec 31, 04

+26.70K

0.03%

Columbia Threadneedle Management Ltd

3.83M

Sep 30, 04

+3.83M

4.68%

CIBC Private Wealth Advisors, Inc.

277.72K

Sep 30, 03

-59.34K

0.34%

NOMURA SECURITIES CO LTD

Jun 30, 03

-2.56M

FIFTH THIRD BANK, NATIONAL ASSOCIATION

226.85K

Mar 31, 02

+226.85K

0.28%

PRINCIPAL GLOBAL INVESTORS

10.42M

Sep 30, 01

+2.61M

12.71%

PRINCIPAL LIFE INSURANCE CO

10.42M

Sep 30, 01

+2.61M

12.71%

PRUDENTIAL INSURANCE CO OF AMERICA

7.70M

Sep 30, 01

+381.32K

9.40%

RBC Capital Markets, LLC

188.68K

Mar 31, 01

+91.18K

0.23%

TRUIST BANK /NC/

129.24K

Mar 31, 01

+10.47K

0.16%

AYCO CO L P

56.27K

Dec 31, 00

+28.89K

0.07%

COMERICA INC /NEW/

874.07K

Sep 30, 00

+874.07K

1.07%

VOYA INVESTMENTS, LLC

539.15K

Jun 30, 00

+153.05K

0.66%

BRENNAN JOHN F JR

164.90K

Jun 30, 00

+142.40K

0.20%

TRANSAMERICA CORP

50.22K

Dec 31, 99

+50.22K

0.06%

CONTINENTAL CASUALTY CO

44.00K

Sep 30, 99

0.05%

Allspring Global Investments, LLC

179.09K

Jun 30, 99

+179.09K

0.22%