Janus Henderson Mortgage-Backed Securities ETF(JMBS)

$44.44—Stale · unknown old

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Janus Henderson Mortgage-Backed Securities ETF(JMBS)

NYSE • Last print unknown ago

$44.44—Stale · unknown old

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JMBS(JMBS)

JMBS

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Institutional Ownership

Top 356 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	30.55M	Jun 30, 26	+1.99M	19.86%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	22.37M	Jun 30, 26	+534.41K	14.55%
Sixth Street Partners Management Company, L.P.	22.37M	Jun 30, 26	+22.37M	14.55%
BANK OF AMERICA CORP /DE/	9.89M	Jun 30, 26	+141.77K	6.43%
Haverford Trust Co	3.99M	Jun 30, 26	+294.45K	2.60%
RAYMOND JAMES FINANCIAL INC	3.41M	Jun 30, 26	+146.80K	2.22%
ADVISOR GROUP HOLDINGS, INC.	3.36M	Jun 30, 26	+243.09K	2.19%
CI Private Wealth, LLC	3.32M	Jun 30, 26	+1.21M	2.16%
Colony Group, LLC	2.83M	Jun 30, 26	+534	1.84%
Gradient Investments LLC	2.69M	Jun 30, 26	+341.85K	1.75%
UBS Group AG	2.60M	Jun 30, 26	+83.74K	1.69%
ENVESTNET ASSET MANAGEMENT INC	2.42M	Jun 30, 26	+45.84K	1.57%
AMERIPRISE FINANCIAL INC	2.21M	Jun 30, 26	+215.92K	1.44%
Hamilton Capital, LLC	2.04M	Jun 30, 26	-6.24K	1.32%
ROYAL BANK OF CANADA	1.99M	Jun 30, 26	+233.97K	1.29%
FOSTER & MOTLEY INC	1.86M	Jun 30, 26	-92.55K	1.21%
LPL Financial LLC	1.85M	Jun 30, 26	+210.99K	1.20%
WELLS FARGO & COMPANY/MN	1.84M	Jun 30, 26	-37.43K	1.19%
Advance Capital Management, Inc.	1.79M	Jun 30, 26	+26.68K	1.16%
Pallas Capital Advisors LLC	1.64M	Jun 30, 26	+104.35K	1.07%
Bank of New York Mellon Corp	1.18M	Jun 30, 26	-52.97K	0.77%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.16M	Jun 30, 26	+90.16K	0.76%
Madison Asset Management, LLC	1.11M	Jun 30, 26	-82.87K	0.72%
EP Wealth Advisors, LLC	1.07M	Jun 30, 26	+42.23K	0.69%
CAPITAL ADVISORS INC/OK	1.05M	Jun 30, 26	-18.14K	0.68%
INSPIRION WEALTH ADVISORS, LLC	850.95K	Jun 30, 26	+84.82K	0.55%
TRUIST FINANCIAL CORP	803.93K	Jun 30, 26	+65.08K	0.52%
AlphaCore Capital LLC	775.88K	Jun 30, 26	-27.58K	0.50%
CGN Advisors LLC	739.20K	Jun 30, 26	+26.72K	0.48%
Sage Mountain Advisors LLC	716.33K	Jun 30, 26	+103.99K	0.47%
ALBION FINANCIAL GROUP /UT	676.03K	Jun 30, 26	+31.16K	0.44%
GUGGENHEIM CAPITAL LLC	666.52K	Jun 30, 26	-18.69K	0.43%
Modern Wealth Management, LLC	653.74K	Jun 30, 26	-1.34M	0.43%
ARVEST INVESTMENTS, INC.	643.61K	Jun 30, 26	+39.28K	0.42%
Towneley Capital Management, Inc / DE	624.82K	Jun 30, 26	+9.32K	0.41%
Cetera Investment Advisers	606.92K	Jun 30, 26	+23.79K	0.39%
Legacy Private Trust Co.	602.04K	Jun 30, 26	+26.76K	0.39%
Pictet North America Advisors SA	584.02K	Jun 30, 26	-30.08K	0.38%
Kestra Investment Management, LLC	573.03K	Jun 30, 26	-123.61K	0.37%
HighTower Advisors, LLC	514.22K	Jun 30, 26	+25.35K	0.33%
GREAT VALLEY ADVISOR GROUP, INC.	510.65K	Jun 30, 26	+14.34K	0.33%
Rockefeller Capital Management L.P.	501.23K	Jun 30, 26	-17.99K	0.33%
AllGen Financial Advisors, Inc.	496.67K	Jun 30, 26	+185.66K	0.32%
SeaBridge Investment Advisors LLC	446.62K	Jun 30, 26	+28.61K	0.29%
Financial Enhancement Group LLC	439.05K	Jun 30, 26	+11.06K	0.29%
STANSBERRY ASSET MANAGEMENT, LLC	426.97K	Jun 30, 26	+41.89K	0.28%
KWB Wealth	420.36K	Jun 30, 26	-199.83K	0.27%
CYPRESS FINANCIAL PLANNING LLC	415.20K	Jun 30, 26	+415.20K	0.27%
Blue Edge Capital, LLC	387.86K	Jun 30, 26	+1.70K	0.25%
Horizon Investments, LLC	377.86K	Jun 30, 26	-41.52K	0.25%
Pine Valley Investments Ltd Liability Co	356.42K	Jun 30, 26	+44.73K	0.23%
CITADEL ADVISORS LLC	353.39K	Jun 30, 26	+273.25K	0.23%
Parallel Advisors, LLC	351.29K	Jun 30, 26	-42.09K	0.23%
Focused Wealth Management, Inc	347.48K	Jun 30, 26	+38.39K	0.23%
Janney Montgomery Scott LLC	346.40K	Jun 30, 26	+24.23K	0.23%
Asio Capital, LLC	346.00K	Jun 30, 26	-9.96K	0.22%
Secure Asset Management, LLC	327.23K	Jun 30, 26	+21.63K	0.21%
Allen Capital Group, LLC	324.39K	Jun 30, 26	+21.84K	0.21%
Medallion Wealth Advisors, LLC	321.61K	Jun 30, 26	+294.70K	0.21%
Goelzer Investment Management, Inc.	320.24K	Jun 30, 26	-12.71K	0.21%
Cambridge Investment Research Advisors, Inc.	309.83K	Jun 30, 26	+7.35K	0.20%
VERUS CAPITAL PARTNERS, LLC	306.49K	Jun 30, 26	+74.75K	0.20%
WESPAC Advisors SoCal, LLC	279.67K	Jun 30, 26	+82.66K	0.18%
ROSENBLUM SILVERMAN SUTTON S F INC /CA	276.85K	Jun 30, 26	+26.23K	0.18%
MML INVESTORS SERVICES, LLC	273.13K	Jun 30, 26	+14.56K	0.18%
Sage Advisory Services, Ltd.Co.	256.37K	Jun 30, 26	+18.84K	0.17%
ARQ WEALTH ADVISORS, LLC	243.49K	Jun 30, 26	+243.49K	0.16%
Fourth Dimension Wealth, LLC	232.47K	Jun 30, 26	-38.57K	0.15%
Englebert Financial Advisers, LLC	227.01K	Jun 30, 26	+15.77K	0.15%
True North Advisors, LLC	221.28K	Jun 30, 26	-5.46K	0.14%
JPMORGAN CHASE & CO	211.64K	Jun 30, 26	+155.53K	0.14%
PNC FINANCIAL SERVICES GROUP, INC.	210.44K	Jun 30, 26	+2.42K	0.14%
Steward Partners Investment Advisory, LLC	181.14K	Jun 30, 26	+29.41K	0.12%
GENESIS PRIVATE WEALTH, LLC	177.44K	Jun 30, 26	+9.27K	0.12%
Meridian Wealth Management, LLC	172.23K	Jun 30, 26	+18.43K	0.11%
Seed Wealth Management, Inc.	170.92K	Jun 30, 26	-162	0.11%
Symphony Financial Services, Inc.	168.17K	Jun 30, 26	+103	0.11%
Cornerstone Wealth Group, LLC	162.76K	Jun 30, 26	+4.38K	0.11%
IVC Wealth Advisors LLC	156.96K	Jun 30, 26	+14.12K	0.10%
Private Advisor Group, LLC	153.65K	Jun 30, 26	+125.82K	0.10%
Prasad Wealth Partners, LLC	152.26K	Jun 30, 26	+7.90K	0.10%
NewEdge Wealth, LLC	151.50K	Jun 30, 26	-13.60K	0.10%
Jupiter Topco LLC	147.10K	Jun 30, 26	+147.10K	0.10%
Unique Wealth Strategies, LLC	134.41K	Jun 30, 26	+5.37K	0.09%
Ancora Advisors, LLC	127.19K	Jun 30, 26	-11.49K	0.08%
HEADINVEST, LLC	126.32K	Jun 30, 26	+25.75K	0.08%
IFP Advisors, Inc	125.77K	Jun 30, 26	+108.72K	0.08%
MONECO Advisors, LLC	120.29K	Jun 30, 26	-18.94K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	118.10K	Jun 30, 26	+26.32K	0.08%
Sentinus, LLC	115.39K	Jun 30, 26	+1.95K	0.08%
Kestra Advisory Services, LLC	113.20K	Jun 30, 26	+13.63K	0.07%
Wealth Alliance	113.01K	Jun 30, 26	+57.90K	0.07%
BAILARD, INC.	99.51K	Jun 30, 26	+990	0.06%
Brown Financial Advisors	97.58K	Jun 30, 26	+6.00K	0.06%
FIFTH THIRD BANCORP	93.89K	Jun 30, 26	+18.88K	0.06%
Transamerica Financial Advisors, Inc.	91.95K	Jun 30, 26	-780	0.06%
Paladin Wealth, LLC	91.86K	Jun 30, 26	+10.83K	0.06%
VestGen Advisors, LLC	91.82K	Jun 30, 26	+6.42K	0.06%
Destiny Wealth Partners, LLC	91.20K	Jun 30, 26	+2.91K	0.06%
Lionshead Wealth Management, LLC	89.29K	Jun 30, 26	+3.34K	0.06%
Sanctuary Advisors, LLC	83.54K	Jun 30, 26	+103	0.05%
Farther Finance Advisors, LLC	81.99K	Jun 30, 26	+76.51K	0.05%
Waverly Advisors, LLC	80.95K	Jun 30, 26	+5.10K	0.05%
FDx Advisors, Inc.	80.28K	Jun 30, 26	-16.21K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	77.68K	Jun 30, 26	+47.20K	0.05%
SHEPHERD KAPLAN KROCHUK, LLC	71.14K	Jun 30, 26	-7.88K	0.05%
RENAISSANCE TECHNOLOGIES LLC	66.08K	Jun 30, 26	+9.78K	0.04%
Traub Capital Management LLC	64.09K	Jun 30, 26	+15.03K	0.04%
JANE STREET GROUP, LLC	63.15K	Jun 30, 26	+63.15K	0.04%
Sterneck Capital Management, LLC	62.22K	Jun 30, 26	+701	0.04%
Mirae Asset Global Investments Co., Ltd.	60.20K	Jun 30, 26	+1.20K	0.04%
COLUMBIA ADVISORY PARTNERS LLC	58.08K	Jun 30, 26	-850	0.04%
Gotham Asset Management, LLC	57.37K	Jun 30, 26	+8.45K	0.04%
MACROVIEW INVESTMENT MANAGEMENT LLC	57.25K	Jun 30, 26	+684	0.04%
Fire Capital Management LLC	55.89K	Jun 30, 26	+2.84K	0.04%
FOUNDERS FINANCIAL SECURITIES LLC	55.83K	Jun 30, 26	+3.83K	0.04%
Family Legacy, Inc.	55.17K	Jun 30, 26	+3.35K	0.04%
BLUELINE ADVISORS LLC	54.86K	Jun 30, 26	+231	0.04%
VIAWEALTH, LLC	54.02K	Jun 30, 26	-4.81K	0.04%
Blue Rock Wealth Management LLC	50.68K	Jun 30, 26	-28.50K	0.03%
Mattson Financial Services, LLC	50.64K	Jun 30, 26	+3.70K	0.03%
FLP Wealth Management, LLC	49.78K	Jun 30, 26	-45.96K	0.03%
Financial Management, Inc.	49.02K	Jun 30, 26	+2.56K	0.03%
Global Retirement Partners, LLC	45.13K	Jun 30, 26	+45.13K	0.03%
Richard W. Paul & Associates, LLC	44.73K	Jun 30, 26	+990	0.03%
BANQUE PICTET & CIE SA	44.15K	Jun 30, 26	--	0.03%
Whalen Wealth Management Inc.	42.76K	Jun 30, 26	-283	0.03%
Carter Financial Group, INC.	42.37K	Jun 30, 26	+1.02K	0.03%
Bulwark Capital Corp	41.96K	Jun 30, 26	+1.46K	0.03%
Equitable Holdings, Inc.	41.79K	Jun 30, 26	+8.09K	0.03%
Autumn Glory Partners, LLC	40.98K	Jun 30, 26	--	0.03%
HARBOR INVESTMENT ADVISORY, LLC	40.51K	Jun 30, 26	-228	0.03%
Acropolis Investment Management, LLC	39.68K	Jun 30, 26	-755	0.03%
HARBOUR INVESTMENTS, INC.	39.66K	Jun 30, 26	-1.78K	0.03%
STIFEL FINANCIAL CORP	39.34K	Jun 30, 26	+3.08K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	38.21K	Jun 30, 26	+1.15K	0.02%
Almanack Investment Partners, LLC.	36.32K	Jun 30, 26	+36.32K	0.02%
HighPoint Advisor Group LLC	35.78K	Jun 30, 26	+1.87K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	35.64K	Jun 30, 26	+419	0.02%
Ergawealth Advisors, Inc.	35.36K	Jun 30, 26	-145	0.02%
Atria Investments, Inc	34.21K	Jun 30, 26	-752	0.02%
Able Wealth Management LLC	33.75K	Jun 30, 26	+7.19K	0.02%
Apollon Wealth Management, LLC	33.60K	Jun 30, 26	+224	0.02%
Impact Capital Partners LLC	33.10K	Jun 30, 26	-6.63K	0.02%
Cornerstone Wealth, LLC/TN	32.95K	Jun 30, 26	+230	0.02%
JAMES INVESTMENT RESEARCH INC	31.78K	Jun 30, 26	+5.54K	0.02%
SAX WEALTH ADVISORS, LLC	31.28K	Jun 30, 26	+7.38K	0.02%
Tenzing Financial LLC	30.38K	Jun 30, 26	+79	0.02%
SRS Capital Advisors, Inc.	29.33K	Jun 30, 26	+29.22K	0.02%
Verdence Capital Advisors LLC	28.69K	Jun 30, 26	-171	0.02%
RB Capital Management, LLC	28.55K	Jun 30, 26	+7.96K	0.02%
Black Swift Group, LLC	26.71K	Jun 30, 26	-5.92K	0.02%
Vestmark Advisory Solutions, Inc.	26.63K	Jun 30, 26	+19.47K	0.02%
PATRON PARTNERS, LLC	25.96K	Jun 30, 26	-5.88K	0.02%
PARK AVENUE SECURITIES LLC	25.57K	Jun 30, 26	+5.38K	0.02%
B. Riley Wealth Advisors, Inc.	24.62K	Jun 30, 26	-403	0.02%
Envestnet Portfolio Solutions, Inc.	23.49K	Jun 30, 26	+268	0.02%
Investor's Fiduciary Advisor Network, LLC	23.31K	Jun 30, 26	-145	0.02%
PLANWISER FINANCIAL, LLC	23.14K	Jun 30, 26	+1.24K	0.02%
ATWOOD & PALMER INC	22.55K	Jun 30, 26	--	0.01%
SHELTON CAPITAL MANAGEMENT	22.46K	Jun 30, 26	+17.82K	0.01%
NORTHBRIDGE FINANCIAL GROUP, LLC	22.26K	Jun 30, 26	+80	0.01%
Brinker Capital Investments, LLC	21.25K	Jun 30, 26	+3.97K	0.01%
NBC SECURITIES, INC.	21.01K	Jun 30, 26	+9.14K	0.01%
STABLEFORD CAPITAL II LLC	20.68K	Jun 30, 26	-6.41K	0.01%
Split Rock Private Trading & Wealth Management, LLC	19.58K	Jun 30, 26	-44.86K	0.01%
Simplicity Wealth,LLC	19.56K	Jun 30, 26	+19.56K	0.01%
Advisors Asset Management, Inc.	19.53K	Jun 30, 26	+466	0.01%
Aspen Wealth Strategies, LLC	19.40K	Jun 30, 26	+908	0.01%
NICOLET BANKSHARES INC	18.54K	Jun 30, 26	-800	0.01%
Tidemark, LLC	17.97K	Jun 30, 26	-3.68K	0.01%
NewEdge Advisors, LLC	17.79K	Jun 30, 26	+787	0.01%
Argent Trust Co	17.62K	Jun 30, 26	+2.42K	0.01%
Haverford Financial Services, Inc.	17.23K	Jun 30, 26	+66	0.01%
Heritage Trust Co	17.04K	Jun 30, 26	--	0.01%
Northwest Financial Advisors	16.93K	Jun 30, 26	-39.99K	0.01%
Banque Transatlantique SA	16.84K	Jun 30, 26	-44	0.01%
Lido Advisors, LLC	16.34K	Jun 30, 26	+16.34K	0.01%
Tranquilli Financial Advisor LLC	16.29K	Jun 30, 26	+1.55K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	15.84K	Jun 30, 26	+65	0.01%
Greenwich Wealth Management LLC	14.40K	Jun 30, 26	+8.03K	0.01%
Belpointe Asset Management LLC	14.26K	Jun 30, 26	+339	0.01%
AQR CAPITAL MANAGEMENT LLC	13.83K	Jun 30, 26	-5.47K	0.01%
Mutual Advisors, LLC	13.60K	Jun 30, 26	-576	0.01%
Creative Planning	12.68K	Jun 30, 26	-5.31K	0.01%
Richmond Investment Services, LLC	12.38K	Jun 30, 26	-12.38K	0.01%
Ronald Blue Trust, Inc.	11.84K	Jun 30, 26	+18	0.01%
Tortoise Investment Management, LLC	11.63K	Jun 30, 26	+11.63K	0.01%
GREENWOOD CAPITAL ASSOCIATES LLC	11.43K	Jun 30, 26	+3.75K	0.01%
Weaver Consulting Group	11.27K	Jun 30, 26	+2.67K	0.01%
Mendel Money Management	10.68K	Jun 30, 26	-7.42K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	10.19K	Jun 30, 26	-3.35K	0.01%
Arkadios Wealth Advisors	10.18K	Jun 30, 26	-422	0.01%
HB Wealth Management, LLC	9.97K	Jun 30, 26	+9.97K	0.01%
Colter Lewis Investment Partners LLC	9.74K	Jun 30, 26	+3.80K	0.01%
Quantinno Capital Management LP	9.45K	Jun 30, 26	+9.45K	0.01%
TRUE Private Wealth Advisors	9.30K	Jun 30, 26	--	0.01%
Merit Financial Group, LLC	8.81K	Jun 30, 26	-306	0.01%
Breakwater Capital Group	8.61K	Jun 30, 26	-1.45K	0.01%
Independent Wealth Network Inc.	8.57K	Jun 30, 26	-5	0.01%
FIRST HORIZON CORP	8.53K	Jun 30, 26	-7.49K	0.01%
ENDEAVOR PRIVATE WEALTH, INC.	8.36K	Jun 30, 26	+1.93K	0.01%
Empire Financial Management Company, LLC	8.26K	Jun 30, 26	+2.59K	0.01%
Presidio Capital Management, LLC	8.00K	Jun 30, 26	+614	0.01%
Visionary Wealth Advisors	7.97K	Jun 30, 26	+1.24K	0.01%
Baldwin Investment Management, LLC	7.84K	Jun 30, 26	+7.84K	0.01%
SPIREPOINT PRIVATE CLIENT, LLC	7.81K	Jun 30, 26	+7.81K	0.01%
Johnson Financial Group, LLC	7.74K	Jun 30, 26	+7.74K	0.01%
One Charles Private Wealth Services, LLC	7.73K	Jun 30, 26	-8	0.01%
Trust Co	7.43K	Jun 30, 26	+1.55K	0.00%
Baird Financial Group, Inc.	7.29K	Jun 30, 26	+7.29K	0.00%
Valmark Advisers, Inc.	7.17K	Jun 30, 26	+336	0.00%
Americana Partners, LLC	7.12K	Jun 30, 26	-6	0.00%
Qube Research & Technologies Ltd	6.97K	Jun 30, 26	+6.97K	0.00%
SAXON INTERESTS, INC.	6.92K	Jun 30, 26	-77	0.00%
Integrated Wealth Concepts LLC	6.91K	Jun 30, 26	+6.91K	0.00%
Coastal Bridge Advisors, LLC	6.89K	Jun 30, 26	+36	0.00%
WESPAC Advisors, LLC	6.80K	Jun 30, 26	+6.80K	0.00%
Legacy Capital Wealth Partners, LLC	6.72K	Jun 30, 26	--	0.00%
CreativeOne Wealth, LLC	6.70K	Jun 30, 26	+1.09K	0.00%
Mount Yale Investment Advisors, LLC	6.64K	Jun 30, 26	-3.02K	0.00%
Daybright Advisory Services, Inc.	6.35K	Jun 30, 26	-3.67K	0.00%
United Community Bank	6.24K	Jun 30, 26	-259	0.00%
ORLEANS CAPITAL MANAGEMENT CORP/LA	6.23K	Jun 30, 26	+6.23K	0.00%
Manhattan West Asset Management, LLC	6.22K	Jun 30, 26	+6.22K	0.00%
FIDUCIARY TRUST CO	6.00K	Jun 30, 26	+1.31K	0.00%
CoreCap Advisors, LLC	5.93K	Jun 30, 26	-413	0.00%
Essex LLC	5.58K	Jun 30, 26	--	0.00%
LINCOLN CAPITAL CORP	5.45K	Jun 30, 26	--	0.00%
Vise Technologies, Inc.	5.23K	Jun 30, 26	+5.23K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	5.21K	Jun 30, 26	-487	0.00%
StoneX Group Inc.	5.06K	Jun 30, 26	+417	0.00%
Csenge Advisory Group	5.00K	Jun 30, 26	+74	0.00%
Pensionmark Financial Group, LLC	4.54K	Jun 30, 26	+4.54K	0.00%
Stonebridge Financial Group, LLC	4.46K	Jun 30, 26	+4.46K	0.00%
US BANCORP \DE\	4.25K	Jun 30, 26	-520	0.00%
BlackRock, Inc.	3.75K	Jun 30, 26	-93	0.00%
Allworth Financial LP	3.54K	Jun 30, 26	+2.85K	0.00%
FMR LLC	3.08K	Jun 30, 26	+3.08K	0.00%
MATHER GROUP, LLC.	3.02K	Jun 30, 26	-26	0.00%
North Star Investment Management Corp.	2.91K	Jun 30, 26	+29	0.00%
LifeSteps Financial, Inc.	2.83K	Jun 30, 26	+2.83K	0.00%
MCGUIRE CAPITAL ADVISORS INC	2.63K	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	2.61K	Jun 30, 26	+2.61K	0.00%
AE Wealth Management LLC	1.94K	Jun 30, 26	-318	0.00%
Anchor Bay Capital, Inc.	1.89K	Jun 30, 26	+1.89K	0.00%
ASSETMARK, INC	1.77K	Jun 30, 26	-1.27K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.67K	Jun 30, 26	+153	0.00%
PFS Partners, LLC	1.50K	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	1.42K	Jun 30, 26	+585	0.00%
Financial Network Wealth Advisors LLC	1.36K	Jun 30, 26	-187	0.00%
ROGCO, LP	1.18K	Jun 30, 26	+1.18K	0.00%
Clearstead Advisors, LLC	1.09K	Jun 30, 26	+697	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1.04K	Jun 30, 26	+1.04K	0.00%
Geneos Wealth Management Inc.	1.04K	Jun 30, 26	+850	0.00%
SIGNATUREFD, LLC	750	Jun 30, 26	-17	0.00%
Larson Financial Group LLC	610	Jun 30, 26	--	0.00%
EPG Wealth Management LLC	591	Jun 30, 26	+5	0.00%
1620 INVESTMENT ADVISORS, INC.	559	Jun 30, 26	+559	0.00%
Capital Analysts, LLC	534	Jun 30, 26	+7	0.00%
Coston, McIsaac & Partners	507	Jun 30, 26	--	0.00%
Aventura Private Wealth, LLC	395	Jun 30, 26	+395	0.00%
TRUST CO OF TOLEDO NA /OH/	294	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	166	Jun 30, 26	--	0.00%
FAS Wealth Partners, Inc.	122	Jun 30, 26	--	0.00%
DecisionPoint Financial, LLC	92	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	66	Jun 30, 26	+66	0.00%
ST GERMAIN D J CO INC	62	Jun 30, 26	--	0.00%
IFG Advisory, LLC	48	Jun 30, 26	+48	0.00%
Caldwell Trust Co	30	Jun 30, 26	+30	0.00%
Signature Resources Capital Management, LLC	10	Jun 30, 26	+10	0.00%
49 WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-5.37K	--
Moment Partners, LLC	--	Jun 30, 26	-454.70K	--
Advisory Services Network, LLC	--	Jun 30, 26	-515	--
IHT Wealth Management, LLC	--	Jun 30, 26	-40.35K	--
Insight Wealth Strategies, LLC	--	Jun 30, 26	-453.39K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-22.57K	--
Root Financial Partners, LLC	--	Jun 30, 26	-559	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-54.12K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.00K	--
Flaharty Asset Management, LLC	--	Jun 30, 26	-13.36K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-282	--
Scarborough Advisors, LLC	--	Jun 30, 26	-1.35K	--
Clear Creek Financial Management, LLC	--	Jun 30, 26	-40.61K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-5.29K	--
Princeton Global Asset Management LLC	--	Jun 30, 26	-260	--
A4 Wealth Advisors LLC	--	Jun 30, 26	-10.34K	--
Independent Advisor Alliance	--	Jun 30, 26	-10.00K	--
Parcion Private Wealth LLC	--	Jun 30, 26	-10.16K	--
MAI Capital Management	--	Jun 30, 26	-2.38K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-95.99K	--
Mariner, LLC	--	Jun 30, 26	-27.30K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-61.73K	--
HRT FINANCIAL LP	--	Jun 30, 26	-15.01K	--
Abound Wealth Management	--	Jun 30, 26	-15	--
CITIGROUP INC	--	Jun 30, 26	-10	--
SHP Wealth Management	--	Jun 30, 26	-111	--
Savvy Advisors, Inc.	--	Jun 30, 26	-5.09K	--
Leo Wealth, LLC	594.09K	Mar 31, 26	+159.84K	0.39%
JANUS HENDERSON GROUP PLC	138.12K	Mar 31, 26	-17.20K	0.09%
Richard Bernstein Advisors LLC	49.97K	Mar 31, 26	-8.84M	0.03%
CWM, LLC	49.14K	Mar 31, 26	+20.00K	0.03%
Gibbs Wealth Management	45.41K	Mar 31, 26	-1.60K	0.03%
Redwood Wealth Management Group, LLC	37.93K	Mar 31, 26	-753	0.02%
U.S. Capital Wealth Advisors, LLC	30.12K	Mar 31, 26	+23.85K	0.02%
Sunbelt Securities, Inc.	233	Mar 31, 26	+233	0.00%
Anchor Investment Management, LLC	200	Mar 31, 26	--	0.00%
Divergent Planning, LLC	918.07K	Dec 31, 25	+43.63K	0.60%
COMERICA BANK	76.13K	Dec 31, 25	+1.19K	0.05%
AIFG Consultants Ltd.	32.39K	Dec 31, 25	+3.59K	0.02%
TRANSATLANTIQUE PRIVATE WEALTH LLC	16.88K	Dec 31, 25	-7.47K	0.01%
Running Point Capital Advisors, LLC	1.48K	Dec 31, 25	--	0.00%
SPC Financial, Inc.	832.69K	Sep 30, 25	+22.37K	0.54%
Siligmueller & Norvid Wealth Advisors LLC	46.21K	Sep 30, 25	+46.21K	0.03%
Congress Wealth Management LLC / DE /	2.63M	Jun 30, 25	+78.92K	1.71%
Good Life Advisors, LLC	25.84K	Jun 30, 25	-4.96K	0.02%
Atria Wealth Solutions, Inc.	8.55K	Jun 30, 25	-34.76K	0.01%
AVANTAX ADVISORY SERVICES, INC.	6.35K	Jun 30, 25	-1.10K	0.00%
First Horizon Advisors, Inc.	143	Jun 30, 25	-58	0.00%
Transform Wealth, LLC	334.25K	Mar 31, 25	+30.05K	0.22%
Marcum Wealth, LLC	74.06K	Mar 31, 25	+897	0.05%
Orion Portfolio Solutions, LLC	40.53K	Mar 31, 25	-6.08K	0.03%
AlphaQ Advisors LLC	19.96K	Mar 31, 25	+19.96K	0.01%
Madison Investment Advisors, LLC	1.72M	Dec 31, 24	+1.72M	1.12%
TrinityPoint Wealth, LLC	25.19K	Dec 31, 24	-3.46K	0.02%
Executive Wealth Management, LLC	8.47K	Dec 31, 24	+1.01K	0.01%
WR Wealth Planners, LLC	10	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	2.59M	Sep 30, 24	+265.73K	1.68%
Raymond James Financial Services Advisors, Inc.	185.87K	Sep 30, 24	+62.85K	0.12%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	78.49K	Sep 30, 24	-44	0.05%
Argent Financial Group, Inc.	30.53K	Sep 30, 24	+30.53K	0.02%
Axiom Advisory, LLC	14.40K	Sep 30, 24	+225	0.01%
RAYMOND JAMES TRUST N.A.	12.26K	Sep 30, 24	+773	0.01%
SYSTM Wealth Solutions LLC	316	Sep 30, 24	-98	0.00%
Halpern Financial, Inc.	149	Sep 30, 24	+149	0.00%
Clear Rock Advisors, LLC	518.18K	Jun 30, 24	+9.62K	0.34%
TMD Wealth Management, LLC	429.26K	Jun 30, 24	+429.26K	0.28%
Arden Trust Co	240.66K	Jun 30, 24	-303	0.16%
Relative Value Partners Group, LLC	--	Jun 30, 24	-555.28K	--
Cetera Advisor Networks LLC	101.71K	Mar 31, 24	+1.29K	0.07%
Cetera Advisors LLC	55.22K	Mar 31, 24	+27.59K	0.04%
Charles Schwab Investment Advisory, Inc.	6.83K	Mar 31, 24	-554	0.00%
StrategIQ Financial Group, LLC	24.85K	Dec 31, 23	+14.59K	0.02%
PFS INVESTMENTS INC.	382.76K	Jun 30, 23	+27.87K	0.25%
Ten Capital Wealth Advisors, LLC	73.67K	Jun 30, 23	+2.26K	0.05%
First National Bank of South Miami	3.74K	Jun 30, 23	+3.74K	0.00%
Avalon Investment & Advisory	668.86K	Mar 31, 23	+120.56K	0.43%
STRINGER ASSET MANAGEMENT, LLC	9.33K	Sep 30, 22	+2.65K	0.01%
American Portfolios Advisors	86	Sep 30, 22	+86	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	--	Sep 30, 22	-34.13K	--
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-64.18K	--
NEXT Financial Group, Inc	--	Dec 31, 21	-3.14K	--
Pinnacle Advisory Group, Inc.	1.87M	Mar 31, 21	+517.23K	1.22%
LADENBURG THALMANN FINANCIAL SERVICES INC.	87.86K	Dec 31, 19	+14.38K	0.06%
Advisor Group, Inc.	197	Dec 31, 19	+197	0.00%
BB&T SECURITIES, LLC	36.38K	Sep 30, 19	+36.38K	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

30.55M

Jun 30, 26

+1.99M

19.86%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

22.37M

Jun 30, 26

+534.41K

14.55%

Sixth Street Partners Management Company, L.P.

22.37M

Jun 30, 26

+22.37M

14.55%

BANK OF AMERICA CORP /DE/

9.89M

Jun 30, 26

+141.77K

6.43%

Haverford Trust Co

3.99M

Jun 30, 26

+294.45K

2.60%

RAYMOND JAMES FINANCIAL INC

3.41M

Jun 30, 26

+146.80K

2.22%

ADVISOR GROUP HOLDINGS, INC.

3.36M

Jun 30, 26

+243.09K

2.19%

CI Private Wealth, LLC

3.32M

Jun 30, 26

+1.21M

2.16%

Colony Group, LLC

2.83M

Jun 30, 26

+534

1.84%

Gradient Investments LLC

2.69M

Jun 30, 26

+341.85K

1.75%

UBS Group AG

2.60M

Jun 30, 26

+83.74K

1.69%

ENVESTNET ASSET MANAGEMENT INC

2.42M

Jun 30, 26

+45.84K

1.57%

AMERIPRISE FINANCIAL INC

2.21M

Jun 30, 26

+215.92K

1.44%

Hamilton Capital, LLC

2.04M

Jun 30, 26

-6.24K

1.32%

ROYAL BANK OF CANADA

1.99M

Jun 30, 26

+233.97K

1.29%

FOSTER & MOTLEY INC

1.86M

Jun 30, 26

-92.55K

1.21%

LPL Financial LLC

1.85M

Jun 30, 26

+210.99K

1.20%

WELLS FARGO & COMPANY/MN

1.84M

Jun 30, 26

-37.43K

1.19%

Advance Capital Management, Inc.

1.79M

Jun 30, 26

+26.68K

1.16%

Pallas Capital Advisors LLC

1.64M

Jun 30, 26

+104.35K

1.07%

Bank of New York Mellon Corp

1.18M

Jun 30, 26

-52.97K

0.77%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.16M

Jun 30, 26

+90.16K

0.76%

Madison Asset Management, LLC

1.11M

Jun 30, 26

-82.87K

0.72%

EP Wealth Advisors, LLC

1.07M

Jun 30, 26

+42.23K

0.69%

CAPITAL ADVISORS INC/OK

1.05M

Jun 30, 26

-18.14K

0.68%

INSPIRION WEALTH ADVISORS, LLC

850.95K

Jun 30, 26

+84.82K

0.55%

TRUIST FINANCIAL CORP

803.93K

Jun 30, 26

+65.08K

0.52%

AlphaCore Capital LLC

775.88K

Jun 30, 26

-27.58K

0.50%

CGN Advisors LLC

739.20K

Jun 30, 26

+26.72K

0.48%

Sage Mountain Advisors LLC

716.33K

Jun 30, 26

+103.99K

0.47%

ALBION FINANCIAL GROUP /UT

676.03K

Jun 30, 26

+31.16K

0.44%

GUGGENHEIM CAPITAL LLC

666.52K

Jun 30, 26

-18.69K

0.43%

Modern Wealth Management, LLC

653.74K

Jun 30, 26

-1.34M

0.43%

ARVEST INVESTMENTS, INC.

643.61K

Jun 30, 26

+39.28K

0.42%

Towneley Capital Management, Inc / DE

624.82K

Jun 30, 26

+9.32K

0.41%

Cetera Investment Advisers

606.92K

Jun 30, 26

+23.79K

0.39%

Legacy Private Trust Co.

602.04K

Jun 30, 26

+26.76K

0.39%

Pictet North America Advisors SA

584.02K

Jun 30, 26

-30.08K

0.38%

Kestra Investment Management, LLC

573.03K

Jun 30, 26

-123.61K

0.37%

HighTower Advisors, LLC

514.22K

Jun 30, 26

+25.35K

0.33%

GREAT VALLEY ADVISOR GROUP, INC.

510.65K

Jun 30, 26

+14.34K

0.33%

Rockefeller Capital Management L.P.

501.23K

Jun 30, 26

-17.99K

0.33%

AllGen Financial Advisors, Inc.

496.67K

Jun 30, 26

+185.66K

0.32%

SeaBridge Investment Advisors LLC

446.62K

Jun 30, 26

+28.61K

0.29%

Financial Enhancement Group LLC

439.05K

Jun 30, 26

+11.06K

0.29%

STANSBERRY ASSET MANAGEMENT, LLC

426.97K

Jun 30, 26

+41.89K

0.28%

KWB Wealth

420.36K

Jun 30, 26

-199.83K

0.27%

CYPRESS FINANCIAL PLANNING LLC

415.20K

Jun 30, 26

+415.20K

0.27%

Blue Edge Capital, LLC

387.86K

Jun 30, 26

+1.70K

0.25%

Horizon Investments, LLC

377.86K

Jun 30, 26

-41.52K

0.25%

Pine Valley Investments Ltd Liability Co

356.42K

Jun 30, 26

+44.73K

0.23%

CITADEL ADVISORS LLC

353.39K

Jun 30, 26

+273.25K

0.23%

Parallel Advisors, LLC

351.29K

Jun 30, 26

-42.09K

0.23%

Focused Wealth Management, Inc

347.48K

Jun 30, 26

+38.39K

0.23%

Janney Montgomery Scott LLC

346.40K

Jun 30, 26

+24.23K

0.23%

Asio Capital, LLC

346.00K

Jun 30, 26

-9.96K

0.22%

Secure Asset Management, LLC

327.23K

Jun 30, 26

+21.63K

0.21%

Allen Capital Group, LLC

324.39K

Jun 30, 26

+21.84K

0.21%

Medallion Wealth Advisors, LLC

321.61K

Jun 30, 26

+294.70K

0.21%

Goelzer Investment Management, Inc.

320.24K

Jun 30, 26

-12.71K

0.21%

Cambridge Investment Research Advisors, Inc.

309.83K

Jun 30, 26

+7.35K

0.20%

VERUS CAPITAL PARTNERS, LLC

306.49K

Jun 30, 26

+74.75K

0.20%

WESPAC Advisors SoCal, LLC

279.67K

Jun 30, 26

+82.66K

0.18%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

276.85K

Jun 30, 26

+26.23K

0.18%

MML INVESTORS SERVICES, LLC

273.13K

Jun 30, 26

+14.56K

0.18%

Sage Advisory Services, Ltd.Co.

256.37K

Jun 30, 26

+18.84K

0.17%

ARQ WEALTH ADVISORS, LLC

243.49K

Jun 30, 26

+243.49K

0.16%

Fourth Dimension Wealth, LLC

232.47K

Jun 30, 26

-38.57K

0.15%

Englebert Financial Advisers, LLC

227.01K

Jun 30, 26

+15.77K

0.15%

True North Advisors, LLC

221.28K

Jun 30, 26

-5.46K

0.14%

JPMORGAN CHASE & CO

211.64K

Jun 30, 26

+155.53K

0.14%

PNC FINANCIAL SERVICES GROUP, INC.

210.44K

Jun 30, 26

+2.42K

0.14%

Steward Partners Investment Advisory, LLC

181.14K

Jun 30, 26

+29.41K

0.12%

GENESIS PRIVATE WEALTH, LLC

177.44K

Jun 30, 26

+9.27K

0.12%

Meridian Wealth Management, LLC

172.23K

Jun 30, 26

+18.43K

0.11%

Seed Wealth Management, Inc.

170.92K

Jun 30, 26

-162

0.11%

Symphony Financial Services, Inc.

168.17K

Jun 30, 26

+103

0.11%

Cornerstone Wealth Group, LLC

162.76K

Jun 30, 26

+4.38K

0.11%

IVC Wealth Advisors LLC

156.96K

Jun 30, 26

+14.12K

0.10%

Private Advisor Group, LLC

153.65K

Jun 30, 26

+125.82K

0.10%

Prasad Wealth Partners, LLC

152.26K

Jun 30, 26

+7.90K

0.10%

NewEdge Wealth, LLC

151.50K

Jun 30, 26

-13.60K

0.10%

Jupiter Topco LLC

147.10K

Jun 30, 26

+147.10K

0.10%

Unique Wealth Strategies, LLC

134.41K

Jun 30, 26

+5.37K

0.09%

Ancora Advisors, LLC

127.19K

Jun 30, 26

-11.49K

0.08%

HEADINVEST, LLC

126.32K

Jun 30, 26

+25.75K

0.08%

IFP Advisors, Inc

125.77K

Jun 30, 26

+108.72K

0.08%

MONECO Advisors, LLC

120.29K

Jun 30, 26

-18.94K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

118.10K

Jun 30, 26

+26.32K

0.08%

Sentinus, LLC

115.39K

Jun 30, 26

+1.95K

0.08%

Kestra Advisory Services, LLC

113.20K

Jun 30, 26

+13.63K

0.07%

Wealth Alliance

113.01K

Jun 30, 26

+57.90K

0.07%

BAILARD, INC.

99.51K

Jun 30, 26

+990

0.06%

Brown Financial Advisors

97.58K

Jun 30, 26

+6.00K

0.06%

FIFTH THIRD BANCORP

93.89K

Jun 30, 26

+18.88K

0.06%

Transamerica Financial Advisors, Inc.

91.95K

Jun 30, 26

-780

0.06%

Paladin Wealth, LLC

91.86K

Jun 30, 26

+10.83K

0.06%

VestGen Advisors, LLC

91.82K

Jun 30, 26

+6.42K

0.06%

Destiny Wealth Partners, LLC

91.20K

Jun 30, 26

+2.91K

0.06%

Lionshead Wealth Management, LLC

89.29K

Jun 30, 26

+3.34K

0.06%

Sanctuary Advisors, LLC

83.54K

Jun 30, 26

+103

0.05%

Farther Finance Advisors, LLC

81.99K

Jun 30, 26

+76.51K

0.05%

Waverly Advisors, LLC

80.95K

Jun 30, 26

+5.10K

0.05%

FDx Advisors, Inc.

80.28K

Jun 30, 26

-16.21K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

77.68K

Jun 30, 26

+47.20K

0.05%

SHEPHERD KAPLAN KROCHUK, LLC

71.14K

Jun 30, 26

-7.88K

0.05%

RENAISSANCE TECHNOLOGIES LLC

66.08K

Jun 30, 26

+9.78K

0.04%

Traub Capital Management LLC

64.09K

Jun 30, 26

+15.03K

0.04%

JANE STREET GROUP, LLC

63.15K

Jun 30, 26

+63.15K

0.04%

Sterneck Capital Management, LLC

62.22K

Jun 30, 26

+701

0.04%

Mirae Asset Global Investments Co., Ltd.

60.20K

Jun 30, 26

+1.20K

0.04%

COLUMBIA ADVISORY PARTNERS LLC

58.08K

Jun 30, 26

-850

0.04%

Gotham Asset Management, LLC

57.37K

Jun 30, 26

+8.45K

0.04%

MACROVIEW INVESTMENT MANAGEMENT LLC

57.25K

Jun 30, 26

+684

0.04%

Fire Capital Management LLC

55.89K

Jun 30, 26

+2.84K

0.04%

FOUNDERS FINANCIAL SECURITIES LLC

55.83K

Jun 30, 26

+3.83K

0.04%

Family Legacy, Inc.

55.17K

Jun 30, 26

+3.35K

0.04%

BLUELINE ADVISORS LLC

54.86K

Jun 30, 26

+231

0.04%

VIAWEALTH, LLC

54.02K

Jun 30, 26

-4.81K

0.04%

Blue Rock Wealth Management LLC

50.68K

Jun 30, 26

-28.50K

0.03%

Mattson Financial Services, LLC

50.64K

Jun 30, 26

+3.70K

0.03%

FLP Wealth Management, LLC

49.78K

Jun 30, 26

-45.96K

0.03%

Financial Management, Inc.

49.02K

Jun 30, 26

+2.56K

0.03%

Global Retirement Partners, LLC

45.13K

Jun 30, 26

+45.13K

0.03%

Richard W. Paul & Associates, LLC

44.73K

Jun 30, 26

+990

0.03%

BANQUE PICTET & CIE SA

44.15K

Jun 30, 26

0.03%

Whalen Wealth Management Inc.

42.76K

Jun 30, 26

-283

0.03%

Carter Financial Group, INC.

42.37K

Jun 30, 26

+1.02K

0.03%

Bulwark Capital Corp

41.96K

Jun 30, 26

+1.46K

0.03%

Equitable Holdings, Inc.

41.79K

Jun 30, 26

+8.09K

0.03%

Autumn Glory Partners, LLC

40.98K

Jun 30, 26

0.03%

HARBOR INVESTMENT ADVISORY, LLC

40.51K

Jun 30, 26

-228

0.03%

Acropolis Investment Management, LLC

39.68K

Jun 30, 26

-755

0.03%

HARBOUR INVESTMENTS, INC.

39.66K

Jun 30, 26

-1.78K

0.03%

STIFEL FINANCIAL CORP

39.34K

Jun 30, 26

+3.08K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

38.21K

Jun 30, 26

+1.15K

0.02%

Almanack Investment Partners, LLC.

36.32K

Jun 30, 26

+36.32K

0.02%

HighPoint Advisor Group LLC

35.78K

Jun 30, 26

+1.87K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

35.64K

Jun 30, 26

+419

0.02%

Ergawealth Advisors, Inc.

35.36K

Jun 30, 26

-145

0.02%

Atria Investments, Inc

34.21K

Jun 30, 26

-752

0.02%

Able Wealth Management LLC

33.75K

Jun 30, 26

+7.19K

0.02%

Apollon Wealth Management, LLC

33.60K

Jun 30, 26

+224

0.02%

Impact Capital Partners LLC

33.10K

Jun 30, 26

-6.63K

0.02%

Cornerstone Wealth, LLC/TN

32.95K

Jun 30, 26

+230

0.02%

JAMES INVESTMENT RESEARCH INC

31.78K

Jun 30, 26

+5.54K

0.02%

SAX WEALTH ADVISORS, LLC

31.28K

Jun 30, 26

+7.38K

0.02%

Tenzing Financial LLC

30.38K

Jun 30, 26

+79

0.02%

SRS Capital Advisors, Inc.

29.33K

Jun 30, 26

+29.22K

0.02%

Verdence Capital Advisors LLC

28.69K

Jun 30, 26

-171

0.02%

RB Capital Management, LLC

28.55K

Jun 30, 26

+7.96K

0.02%

Black Swift Group, LLC

26.71K

Jun 30, 26

-5.92K

0.02%

Vestmark Advisory Solutions, Inc.

26.63K

Jun 30, 26

+19.47K

0.02%

PATRON PARTNERS, LLC

25.96K

Jun 30, 26

-5.88K

0.02%

PARK AVENUE SECURITIES LLC

25.57K

Jun 30, 26

+5.38K

0.02%

B. Riley Wealth Advisors, Inc.

24.62K

Jun 30, 26

-403

0.02%

Envestnet Portfolio Solutions, Inc.

23.49K

Jun 30, 26

+268

0.02%

Investor's Fiduciary Advisor Network, LLC

23.31K

Jun 30, 26

-145

0.02%

PLANWISER FINANCIAL, LLC

23.14K

Jun 30, 26

+1.24K

0.02%

ATWOOD & PALMER INC

22.55K

Jun 30, 26

0.01%

SHELTON CAPITAL MANAGEMENT

22.46K

Jun 30, 26

+17.82K

0.01%

NORTHBRIDGE FINANCIAL GROUP, LLC

22.26K

Jun 30, 26

+80

0.01%

Brinker Capital Investments, LLC

21.25K

Jun 30, 26

+3.97K

0.01%

NBC SECURITIES, INC.

21.01K

Jun 30, 26

+9.14K

0.01%

STABLEFORD CAPITAL II LLC

20.68K

Jun 30, 26

-6.41K

0.01%

Split Rock Private Trading & Wealth Management, LLC

19.58K

Jun 30, 26

-44.86K

0.01%

Simplicity Wealth,LLC

19.56K

Jun 30, 26

+19.56K

0.01%

Advisors Asset Management, Inc.

19.53K

Jun 30, 26

+466

0.01%

Aspen Wealth Strategies, LLC

19.40K

Jun 30, 26

+908

0.01%

NICOLET BANKSHARES INC

18.54K

Jun 30, 26

-800

0.01%

Tidemark, LLC

17.97K

Jun 30, 26

-3.68K

0.01%

NewEdge Advisors, LLC

17.79K

Jun 30, 26

+787

0.01%

Argent Trust Co

17.62K

Jun 30, 26

+2.42K

0.01%

Haverford Financial Services, Inc.

17.23K

Jun 30, 26

+66

0.01%

Heritage Trust Co

17.04K

Jun 30, 26

0.01%

Northwest Financial Advisors

16.93K

Jun 30, 26

-39.99K

0.01%

Banque Transatlantique SA

16.84K

Jun 30, 26

-44

0.01%

Lido Advisors, LLC

16.34K

Jun 30, 26

+16.34K

0.01%

Tranquilli Financial Advisor LLC

16.29K

Jun 30, 26

+1.55K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

15.84K

Jun 30, 26

+65

0.01%

Greenwich Wealth Management LLC

14.40K

Jun 30, 26

+8.03K

0.01%

Belpointe Asset Management LLC

14.26K

Jun 30, 26

+339

0.01%

AQR CAPITAL MANAGEMENT LLC

13.83K

Jun 30, 26

-5.47K

0.01%

Mutual Advisors, LLC

13.60K

Jun 30, 26

-576

0.01%

Creative Planning

12.68K

Jun 30, 26

-5.31K

0.01%

Richmond Investment Services, LLC

12.38K

Jun 30, 26

-12.38K

0.01%

Ronald Blue Trust, Inc.

11.84K

Jun 30, 26

+18

0.01%

Tortoise Investment Management, LLC

11.63K

Jun 30, 26

+11.63K

0.01%

GREENWOOD CAPITAL ASSOCIATES LLC

11.43K

Jun 30, 26

+3.75K

0.01%

Weaver Consulting Group

11.27K

Jun 30, 26

+2.67K

0.01%

Mendel Money Management

10.68K

Jun 30, 26

-7.42K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

10.19K

Jun 30, 26

-3.35K

0.01%

Arkadios Wealth Advisors

10.18K

Jun 30, 26

-422

0.01%

HB Wealth Management, LLC

9.97K

Jun 30, 26

+9.97K

0.01%

Colter Lewis Investment Partners LLC

9.74K

Jun 30, 26

+3.80K

0.01%

Quantinno Capital Management LP

9.45K

Jun 30, 26

+9.45K

0.01%

TRUE Private Wealth Advisors

9.30K

Jun 30, 26

0.01%

Merit Financial Group, LLC

8.81K

Jun 30, 26

-306

0.01%

Breakwater Capital Group

8.61K

Jun 30, 26

-1.45K

0.01%

Independent Wealth Network Inc.

8.57K

Jun 30, 26

-5

0.01%

FIRST HORIZON CORP

8.53K

Jun 30, 26

-7.49K

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

8.36K

Jun 30, 26

+1.93K

0.01%

Empire Financial Management Company, LLC

8.26K

Jun 30, 26

+2.59K

0.01%

Presidio Capital Management, LLC

8.00K

Jun 30, 26

+614

0.01%

Visionary Wealth Advisors

7.97K

Jun 30, 26

+1.24K

0.01%

Baldwin Investment Management, LLC

7.84K

Jun 30, 26

+7.84K

0.01%

SPIREPOINT PRIVATE CLIENT, LLC

7.81K

Jun 30, 26

+7.81K

0.01%

Johnson Financial Group, LLC

7.74K

Jun 30, 26

+7.74K

0.01%

One Charles Private Wealth Services, LLC

7.73K

Jun 30, 26

-8

0.01%

Trust Co

7.43K

Jun 30, 26

+1.55K

0.00%

Baird Financial Group, Inc.

7.29K

Jun 30, 26

+7.29K

0.00%

Valmark Advisers, Inc.

7.17K

Jun 30, 26

+336

0.00%

Americana Partners, LLC

7.12K

Jun 30, 26

-6

0.00%

Qube Research & Technologies Ltd

6.97K

Jun 30, 26

+6.97K

0.00%

SAXON INTERESTS, INC.

6.92K

Jun 30, 26

-77

0.00%

Integrated Wealth Concepts LLC

6.91K

Jun 30, 26

+6.91K

0.00%

Coastal Bridge Advisors, LLC

6.89K

Jun 30, 26

+36

0.00%

WESPAC Advisors, LLC

6.80K

Jun 30, 26

+6.80K

0.00%

Legacy Capital Wealth Partners, LLC

6.72K

Jun 30, 26

0.00%

CreativeOne Wealth, LLC

6.70K

Jun 30, 26

+1.09K

0.00%

Mount Yale Investment Advisors, LLC

6.64K

Jun 30, 26

-3.02K

0.00%

Daybright Advisory Services, Inc.

6.35K

Jun 30, 26

-3.67K

0.00%

United Community Bank

6.24K

Jun 30, 26

-259

0.00%

ORLEANS CAPITAL MANAGEMENT CORP/LA

6.23K

Jun 30, 26

+6.23K

0.00%

Manhattan West Asset Management, LLC

6.22K

Jun 30, 26

+6.22K

0.00%

FIDUCIARY TRUST CO

6.00K

Jun 30, 26

+1.31K

0.00%

CoreCap Advisors, LLC

5.93K

Jun 30, 26

-413

0.00%

Essex LLC

5.58K

Jun 30, 26

0.00%

LINCOLN CAPITAL CORP

5.45K

Jun 30, 26

0.00%

Vise Technologies, Inc.

5.23K

Jun 30, 26

+5.23K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

5.21K

Jun 30, 26

-487

0.00%

StoneX Group Inc.

5.06K

Jun 30, 26

+417

0.00%

Csenge Advisory Group

5.00K

Jun 30, 26

+74

0.00%

Pensionmark Financial Group, LLC

4.54K

Jun 30, 26

+4.54K

0.00%

Stonebridge Financial Group, LLC

4.46K

Jun 30, 26

+4.46K

0.00%

US BANCORP \DE\

4.25K

Jun 30, 26

-520

0.00%

BlackRock, Inc.

3.75K

Jun 30, 26

-93

0.00%

Allworth Financial LP

3.54K

Jun 30, 26

+2.85K

0.00%

FMR LLC

3.08K

Jun 30, 26

+3.08K

0.00%

MATHER GROUP, LLC.

3.02K

Jun 30, 26

-26

0.00%

North Star Investment Management Corp.

2.91K

Jun 30, 26

+29

0.00%

LifeSteps Financial, Inc.

2.83K

Jun 30, 26

+2.83K

0.00%

MCGUIRE CAPITAL ADVISORS INC

2.63K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

2.61K

Jun 30, 26

+2.61K

0.00%

AE Wealth Management LLC

1.94K

Jun 30, 26

-318

0.00%

Anchor Bay Capital, Inc.

1.89K

Jun 30, 26

+1.89K

0.00%

ASSETMARK, INC

1.77K

Jun 30, 26

-1.27K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.67K

Jun 30, 26

+153

0.00%

PFS Partners, LLC

1.50K

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

1.42K

Jun 30, 26

+585

0.00%

Financial Network Wealth Advisors LLC

1.36K

Jun 30, 26

-187

0.00%

ROGCO, LP

1.18K

Jun 30, 26

+1.18K

0.00%

Clearstead Advisors, LLC

1.09K

Jun 30, 26

+697

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.04K

Jun 30, 26

+1.04K

0.00%

Geneos Wealth Management Inc.

1.04K

Jun 30, 26

+850

0.00%

SIGNATUREFD, LLC

750

Jun 30, 26

-17

0.00%

Larson Financial Group LLC

610

Jun 30, 26

0.00%

EPG Wealth Management LLC

591

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

559

Jun 30, 26

+559

0.00%

Capital Analysts, LLC

534

Jun 30, 26

0.00%

Coston, McIsaac & Partners

507

Jun 30, 26

0.00%

Aventura Private Wealth, LLC

395

Jun 30, 26

+395

0.00%

TRUST CO OF TOLEDO NA /OH/

294

Jun 30, 26

0.00%

Millstone Evans Group, LLC

166

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

122

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+66

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

IFG Advisory, LLC

Jun 30, 26

+48

0.00%

Caldwell Trust Co

Jun 30, 26

+30

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

+10

0.00%

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-5.37K

Moment Partners, LLC

Jun 30, 26

-454.70K

Advisory Services Network, LLC

Jun 30, 26

-515

IHT Wealth Management, LLC

Jun 30, 26

-40.35K

Insight Wealth Strategies, LLC

Jun 30, 26

-453.39K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-22.57K

Root Financial Partners, LLC

Jun 30, 26

-559

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-54.12K

Sound Income Strategies, LLC

Jun 30, 26

-1.00K

Flaharty Asset Management, LLC

Jun 30, 26

-13.36K

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-282

Scarborough Advisors, LLC

Jun 30, 26

-1.35K

Clear Creek Financial Management, LLC

Jun 30, 26

-40.61K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-5.29K

Princeton Global Asset Management LLC

Jun 30, 26

-260

A4 Wealth Advisors LLC

Jun 30, 26

-10.34K

Independent Advisor Alliance

Jun 30, 26

-10.00K

Parcion Private Wealth LLC

Jun 30, 26

-10.16K

MAI Capital Management

Jun 30, 26

-2.38K

OLD MISSION CAPITAL LLC

Jun 30, 26

-95.99K

Mariner, LLC

Jun 30, 26

-27.30K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-61.73K

HRT FINANCIAL LP

Jun 30, 26

-15.01K

Abound Wealth Management

Jun 30, 26

-15

CITIGROUP INC

Jun 30, 26

-10

SHP Wealth Management

Jun 30, 26

-111

Savvy Advisors, Inc.

Jun 30, 26

-5.09K

Leo Wealth, LLC

594.09K

Mar 31, 26

+159.84K

0.39%

JANUS HENDERSON GROUP PLC

138.12K

Mar 31, 26

-17.20K

0.09%

Richard Bernstein Advisors LLC

49.97K

Mar 31, 26

-8.84M

0.03%

CWM, LLC

49.14K

Mar 31, 26

+20.00K

0.03%

Gibbs Wealth Management

45.41K

Mar 31, 26

-1.60K

0.03%

Redwood Wealth Management Group, LLC

37.93K

Mar 31, 26

-753

0.02%

U.S. Capital Wealth Advisors, LLC

30.12K

Mar 31, 26

+23.85K

0.02%

Sunbelt Securities, Inc.

233

Mar 31, 26

+233

0.00%

Anchor Investment Management, LLC

200

Mar 31, 26

0.00%

Divergent Planning, LLC

918.07K

Dec 31, 25

+43.63K

0.60%

COMERICA BANK

76.13K

Dec 31, 25

+1.19K

0.05%

AIFG Consultants Ltd.

32.39K

Dec 31, 25

+3.59K

0.02%

TRANSATLANTIQUE PRIVATE WEALTH LLC

16.88K

Dec 31, 25

-7.47K

0.01%

Running Point Capital Advisors, LLC

1.48K

Dec 31, 25

0.00%

SPC Financial, Inc.

832.69K

Sep 30, 25

+22.37K

0.54%

Siligmueller & Norvid Wealth Advisors LLC

46.21K

Sep 30, 25

+46.21K

0.03%

Congress Wealth Management LLC / DE /

2.63M

Jun 30, 25

+78.92K

1.71%

Good Life Advisors, LLC

25.84K

Jun 30, 25

-4.96K

0.02%

Atria Wealth Solutions, Inc.

8.55K

Jun 30, 25

-34.76K

0.01%

AVANTAX ADVISORY SERVICES, INC.

6.35K

Jun 30, 25

-1.10K

0.00%

First Horizon Advisors, Inc.

143

Jun 30, 25

-58

0.00%

Transform Wealth, LLC

334.25K

Mar 31, 25

+30.05K

0.22%

Marcum Wealth, LLC

74.06K

Mar 31, 25

+897

0.05%

Orion Portfolio Solutions, LLC

40.53K

Mar 31, 25

-6.08K

0.03%

AlphaQ Advisors LLC

19.96K

Mar 31, 25

+19.96K

0.01%

Madison Investment Advisors, LLC

1.72M

Dec 31, 24

+1.72M

1.12%

TrinityPoint Wealth, LLC

25.19K

Dec 31, 24

-3.46K

0.02%

Executive Wealth Management, LLC

8.47K

Dec 31, 24

+1.01K

0.01%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

2.59M

Sep 30, 24

+265.73K

1.68%

Raymond James Financial Services Advisors, Inc.

185.87K

Sep 30, 24

+62.85K

0.12%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

78.49K

Sep 30, 24

-44

0.05%

Argent Financial Group, Inc.

30.53K

Sep 30, 24

+30.53K

0.02%

Axiom Advisory, LLC

14.40K

Sep 30, 24

+225

0.01%

RAYMOND JAMES TRUST N.A.

12.26K

Sep 30, 24

+773

0.01%

SYSTM Wealth Solutions LLC

316

Sep 30, 24

-98

0.00%

Halpern Financial, Inc.

149

Sep 30, 24

+149

0.00%

Clear Rock Advisors, LLC

518.18K

Jun 30, 24

+9.62K

0.34%

TMD Wealth Management, LLC

429.26K

Jun 30, 24

+429.26K

0.28%

Arden Trust Co

240.66K

Jun 30, 24

-303

0.16%

Relative Value Partners Group, LLC

Jun 30, 24

-555.28K

Cetera Advisor Networks LLC

101.71K

Mar 31, 24

+1.29K

0.07%

Cetera Advisors LLC

55.22K

Mar 31, 24

+27.59K

0.04%

Charles Schwab Investment Advisory, Inc.

6.83K

Mar 31, 24

-554

0.00%

StrategIQ Financial Group, LLC

24.85K

Dec 31, 23

+14.59K

0.02%

PFS INVESTMENTS INC.

382.76K

Jun 30, 23

+27.87K

0.25%

Ten Capital Wealth Advisors, LLC

73.67K

Jun 30, 23

+2.26K

0.05%

First National Bank of South Miami

3.74K

Jun 30, 23

+3.74K

0.00%

Avalon Investment & Advisory

668.86K

Mar 31, 23

+120.56K

0.43%

STRINGER ASSET MANAGEMENT, LLC

9.33K

Sep 30, 22

+2.65K

0.01%

American Portfolios Advisors

Sep 30, 22

+86

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Sep 30, 22

-34.13K

B. Riley Wealth Management, Inc.

Jun 30, 22

-64.18K

NEXT Financial Group, Inc

Dec 31, 21

-3.14K

Pinnacle Advisory Group, Inc.

1.87M

Mar 31, 21

+517.23K

1.22%

LADENBURG THALMANN FINANCIAL SERVICES INC.

87.86K

Dec 31, 19

+14.38K

0.06%

Advisor Group, Inc.

197

Dec 31, 19

+197

0.00%

BB&T SECURITIES, LLC

36.38K

Sep 30, 19

+36.38K

0.02%