JPC(JPC)
JPC
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 452 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| RVW Wealth, LLC | 70.92K | Sep 30, 26 | -- | 0.02% |
| CX Institutional | 296 | Sep 30, 26 | +296 | 0.00% |
| MORGAN STANLEY | 5.66M | Jun 30, 26 | +213.04K | 1.51% |
| BANK OF AMERICA CORP /DE/ | 5.04M | Jun 30, 26 | +261.61K | 1.34% |
| WELLS FARGO & COMPANY/MN | 4.69M | Jun 30, 26 | +41.33K | 1.25% |
| UBS Group AG | 4.36M | Jun 30, 26 | -37.32K | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 4.15M | Jun 30, 26 | +74.84K | 1.11% |
| ROYAL BANK OF CANADA | 2.91M | Jun 30, 26 | +32.78K | 0.78% |
| Invesco Ltd. | 2.70M | Jun 30, 26 | +129.50K | 0.72% |
| LPL Financial LLC | 2.41M | Jun 30, 26 | +131.64K | 0.64% |
| GUGGENHEIM CAPITAL LLC | 1.69M | Jun 30, 26 | -214.84K | 0.45% |
| CAPTRUST FINANCIAL ADVISORS | 1.55M | Jun 30, 26 | +15.87K | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 1.37M | Jun 30, 26 | +151.88K | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.22M | Jun 30, 26 | +784 | 0.33% |
| Cerity Partners LLC | 1.22M | Jun 30, 26 | +23.69K | 0.32% |
| Janney Montgomery Scott LLC | 1.11M | Jun 30, 26 | +292 | 0.30% |
| GREATMARK INVESTMENT PARTNERS, INC. | 973.96K | Jun 30, 26 | -11.90K | 0.26% |
| MGO ONE SEVEN LLC | 956.23K | Jun 30, 26 | -26.58K | 0.25% |
| TRUIST FINANCIAL CORP | 895.42K | Jun 30, 26 | +7.19K | 0.24% |
| Smith Asset Management Co., LLC | 890.86K | Jun 30, 26 | -20.54K | 0.24% |
| Cetera Investment Advisers | 833.20K | Jun 30, 26 | +29.86K | 0.22% |
| AMERIPRISE FINANCIAL INC | 825.01K | Jun 30, 26 | +30.02K | 0.22% |
| COHEN & STEERS, INC. | 785.25K | Jun 30, 26 | -- | 0.21% |
| Kestra Advisory Services, LLC | 759.33K | Jun 30, 26 | +14.94K | 0.20% |
| FCA CORP /TX | 554.08K | Jun 30, 26 | +27.58K | 0.15% |
| Moors & Cabot, Inc. | 544.90K | Jun 30, 26 | +5.77K | 0.15% |
| STIFEL FINANCIAL CORP | 479.66K | Jun 30, 26 | +42.06K | 0.13% |
| Stratos Wealth Partners, LTD. | 476.95K | Jun 30, 26 | -12.73K | 0.13% |
| Chicago Partners Investment Group LLC | 463.13K | Jun 30, 26 | -25.19K | 0.12% |
| Lido Advisors, LLC | 454.54K | Jun 30, 26 | -200 | 0.12% |
| Advisors Asset Management, Inc. | 447.77K | Jun 30, 26 | -221.79K | 0.12% |
| PROTECTIVE LIFE CORP | 440.00K | Jun 30, 26 | -- | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 391.17K | Jun 30, 26 | -9.23K | 0.10% |
| Steward Partners Investment Advisory, LLC | 383.70K | Jun 30, 26 | +32.07K | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 378.62K | Jun 30, 26 | +28.04K | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 377.55K | Jun 30, 26 | -54.13K | 0.10% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 350.00K | Jun 30, 26 | +60.52K | 0.09% |
| Fiera Capital Corp | 341.74K | Jun 30, 26 | +11.89K | 0.09% |
| Sanctuary Advisors, LLC | 316.55K | Jun 30, 26 | -22.43K | 0.08% |
| NewEdge Advisors, LLC | 302.56K | Jun 30, 26 | -12.05K | 0.08% |
| IBEX WEALTH ADVISORS | 288.99K | Jun 30, 26 | -3.06K | 0.08% |
| Wealth Advisory Solutions, LLC | 261.84K | Jun 30, 26 | +42.38K | 0.07% |
| DAVENPORT & Co LLC | 241.52K | Jun 30, 26 | +1.50K | 0.06% |
| MSH Capital Advisors LLC | 240.96K | Jun 30, 26 | -11.28K | 0.06% |
| Capital Investment Advisors, LLC | 236.46K | Jun 30, 26 | -33.48K | 0.06% |
| Mission Hills Financial Advisory, LLC | 226.58K | Jun 30, 26 | +114.41K | 0.06% |
| CoreCap Advisors, LLC | 222.70K | Jun 30, 26 | +4.33K | 0.06% |
| FIRST TRUST ADVISORS LP | 215.67K | Jun 30, 26 | -352 | 0.06% |
| Wright Wealth LLC | 210.09K | Jun 30, 26 | +15.91K | 0.06% |
| XTX Topco Ltd | 202.04K | Jun 30, 26 | +111.65K | 0.05% |
| HARBOUR INVESTMENTS, INC. | 202.04K | Jun 30, 26 | -4.65K | 0.05% |
| Wealthspire Advisors, LLC | 199.49K | Jun 30, 26 | -3.17K | 0.05% |
| Geneos Wealth Management Inc. | 186.54K | Jun 30, 26 | -12.43K | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 178.94K | Jun 30, 26 | -348 | 0.05% |
| UMB Bank, n.a. | 174.85K | Jun 30, 26 | +16.00K | 0.05% |
| Jupiter Wealth Management LLC | 168.73K | Jun 30, 26 | -- | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 161.71K | Jun 30, 26 | -- | 0.04% |
| JANE STREET GROUP, LLC | 157.45K | Jun 30, 26 | -153.03K | 0.04% |
| HighTower Advisors, LLC | 154.86K | Jun 30, 26 | -765 | 0.04% |
| E&G Advisors, LP | 153.25K | Jun 30, 26 | -649 | 0.04% |
| Hennion & Walsh Asset Management, Inc. | 141.29K | Jun 30, 26 | -185.04K | 0.04% |
| Private Advisor Group, LLC | 139.25K | Jun 30, 26 | +212 | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 137.08K | Jun 30, 26 | -- | 0.04% |
| Wealthcare Advisory Partners LLC | 133.22K | Jun 30, 26 | -4.06K | 0.04% |
| AlphaCore Capital LLC | 130.54K | Jun 30, 26 | +31.43K | 0.03% |
| StoneX Group Inc. | 129.64K | Jun 30, 26 | +37.54K | 0.03% |
| Bramshill Investments, LLC | 126.17K | Jun 30, 26 | +50.84K | 0.03% |
| WEDBUSH SECURITIES INC | 119.26K | Jun 30, 26 | +3.88K | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 110.33K | Jun 30, 26 | +17.40K | 0.03% |
| Advisory Services Network, LLC | 106.43K | Jun 30, 26 | -2.80K | 0.03% |
| Cornerstone Advisory, LLC | 104.88K | Jun 30, 26 | -- | 0.03% |
| Triumph Capital Management | 103.07K | Jun 30, 26 | +9.52K | 0.03% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 101.33K | Jun 30, 26 | +52.30K | 0.03% |
| Palogic Value Management, L.P. | 100.56K | Jun 30, 26 | -- | 0.03% |
| Diversify Advisory Services, LLC | 99.59K | Jun 30, 26 | +99.59K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 99.59K | Jun 30, 26 | +883 | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 96.90K | Jun 30, 26 | -116 | 0.03% |
| Benchmark Investment Advisors LLC | 88.00K | Jun 30, 26 | -- | 0.02% |
| Spire Wealth Management | 87.84K | Jun 30, 26 | +7.87K | 0.02% |
| Shaker Financial Services, LLC | 87.00K | Jun 30, 26 | +87.00K | 0.02% |
| MARINO, STRAM & ASSOCIATES LLC | 86.57K | Jun 30, 26 | -- | 0.02% |
| Abel Hall, LLC | 83.60K | Jun 30, 26 | -- | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 83.22K | Jun 30, 26 | -861 | 0.02% |
| Prospera Financial Services Inc | 82.63K | Jun 30, 26 | +163 | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 80.97K | Jun 30, 26 | +9.89K | 0.02% |
| Shulman DeMeo Asset Management LLC | 77.28K | Jun 30, 26 | -421 | 0.02% |
| Samalin Investment Counsel, LLC | 74.88K | Jun 30, 26 | -30.79K | 0.02% |
| Pathstone Holdings, LLC | 74.51K | Jun 30, 26 | -- | 0.02% |
| Waverly Advisors, LLC | 73.66K | Jun 30, 26 | -12.44K | 0.02% |
| FIFTH THIRD BANCORP | 71.11K | Jun 30, 26 | +245 | 0.02% |
| RVW Wealth, LLC | 70.92K | Jun 30, 26 | -- | 0.02% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 69.25K | Jun 30, 26 | +2.00K | 0.02% |
| SRS Capital Advisors, Inc. | 69.09K | Jun 30, 26 | +55.37K | 0.02% |
| PRINCIPAL SECURITIES, INC. | 67.98K | Jun 30, 26 | +252 | 0.02% |
| Mariner, LLC | 67.07K | Jun 30, 26 | -18.51K | 0.02% |
| KMT WEALTH MANAGEMENT, LLC | 65.90K | Jun 30, 26 | +65.90K | 0.02% |
| Kingsbury Capital Investment Advisors LLC | 65.90K | Jun 30, 26 | +678 | 0.02% |
| Live Oak Private Wealth LLC | 65.57K | Jun 30, 26 | -- | 0.02% |
| Everstar Asset Management, LLC | 64.91K | Jun 30, 26 | -1.16K | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 64.86K | Jun 30, 26 | +7.88K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 63.12K | Jun 30, 26 | +3.72K | 0.02% |
| Accel Wealth Management | 61.82K | Jun 30, 26 | -3.20K | 0.02% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 61.44K | Jun 30, 26 | -- | 0.02% |
| Centurion Wealth Management LLC | 58.73K | Jun 30, 26 | -8.25K | 0.02% |
| Ameritas Advisory Services, LLC | 57.10K | Jun 30, 26 | +14.89K | 0.02% |
| WEALTH EFFECTS LLC | 56.09K | Jun 30, 26 | -- | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 55.31K | Jun 30, 26 | +55.31K | 0.01% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 55.27K | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 54.01K | Jun 30, 26 | +4.00K | 0.01% |
| Core Wealth Partners LLC | 53.22K | Jun 30, 26 | +53.22K | 0.01% |
| MML INVESTORS SERVICES, LLC | 53.13K | Jun 30, 26 | -320 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 51.89K | Jun 30, 26 | -- | 0.01% |
| Concurrent Investment Advisors, LLC | 51.60K | Jun 30, 26 | +1.93K | 0.01% |
| Cottage Street Advisors LLC | 50.77K | Jun 30, 26 | +972 | 0.01% |
| Onyx Financial Advisors, LLC | 50.15K | Jun 30, 26 | -- | 0.01% |
| Investmark Advisory Group LLC | 48.29K | Jun 30, 26 | +264 | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 47.50K | Jun 30, 26 | -37.53K | 0.01% |
| Savvy Advisors, Inc. | 47.04K | Jun 30, 26 | -6.20K | 0.01% |
| HRT FINANCIAL LP | 45.59K | Jun 30, 26 | +7.90K | 0.01% |
| Sage Capital Advisors,llc | 44.69K | Jun 30, 26 | +792 | 0.01% |
| Operose Advisors LLC | 44.47K | Jun 30, 26 | -- | 0.01% |
| NWF Advisory Services Inc. | 42.72K | Jun 30, 26 | -4.00K | 0.01% |
| Advance Capital Management, Inc. | 42.68K | Jun 30, 26 | +26.75K | 0.01% |
| Global Retirement Partners, LLC | 42.20K | Jun 30, 26 | +42.20K | 0.01% |
| Carson Advisory Inc. | 41.56K | Jun 30, 26 | -- | 0.01% |
| IHT Wealth Management, LLC | 41.10K | Jun 30, 26 | -4.74K | 0.01% |
| RMB Capital Management, LLC | 40.35K | Jun 30, 26 | -20.62K | 0.01% |
| Equitable Holdings, Inc. | 39.90K | Jun 30, 26 | +1.68K | 0.01% |
| FIRST MERCHANTS CORP | 39.28K | Jun 30, 26 | -- | 0.01% |
| Clear Street Group Inc. | 39.02K | Jun 30, 26 | +39.02K | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 37.89K | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO | 37.53K | Jun 30, 26 | +9.13K | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 37.18K | Jun 30, 26 | -- | 0.01% |
| TCG Advisory Services, LLC | 36.39K | Jun 30, 26 | -1.19K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36.30K | Jun 30, 26 | -8.34K | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 36.03K | Jun 30, 26 | -3.01K | 0.01% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 35.00K | Jun 30, 26 | -- | 0.01% |
| DAYMARK WEALTH PARTNERS, LLC | 34.41K | Jun 30, 26 | -850 | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 34.26K | Jun 30, 26 | -34.71K | 0.01% |
| Fund Advisors of America Inc/FL | 32.90K | Jun 30, 26 | +700 | 0.01% |
| Kovack Advisors, Inc. | 32.08K | Jun 30, 26 | -4.69K | 0.01% |
| Baird Financial Group, Inc. | 32.01K | Jun 30, 26 | -- | 0.01% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 32.00K | Jun 30, 26 | -62 | 0.01% |
| Concord Wealth Partners | 31.30K | Jun 30, 26 | +3.15K | 0.01% |
| M Holdings Securities, Inc. | 31.16K | Jun 30, 26 | +3.23K | 0.01% |
| D.A. DAVIDSON & CO. | 31.09K | Jun 30, 26 | -1.98K | 0.01% |
| Fortitude Advisory Group L.L.C. | 30.72K | Jun 30, 26 | -- | 0.01% |
| Mount Yale Investment Advisors, LLC | 30.61K | Jun 30, 26 | +528 | 0.01% |
| Vestmark Advisory Solutions, Inc. | 30.61K | Jun 30, 26 | +1.53K | 0.01% |
| J. L. Bainbridge & Co., Inc. | 30.57K | Jun 30, 26 | +8.94K | 0.01% |
| Marex Group plc | 30.00K | Jun 30, 26 | +30.00K | 0.01% |
| OPPENHEIMER & CO INC | 29.88K | Jun 30, 26 | -72 | 0.01% |
| McAlister, Sweet & Associates, Inc. | 29.58K | Jun 30, 26 | +12.39K | 0.01% |
| Physician Wealth Advisors, Inc. | 29.37K | Jun 30, 26 | -- | 0.01% |
| Joel Isaacson & Co., LLC | 28.56K | Jun 30, 26 | +28.56K | 0.01% |
| Farther Finance Advisors, LLC | 28.26K | Jun 30, 26 | -202 | 0.01% |
| Mueller Wealth, LLC | 28.25K | Jun 30, 26 | +1.60K | 0.01% |
| Advisor OS, LLC | 27.80K | Jun 30, 26 | -983 | 0.01% |
| SageGuard Financial Group, LLC | 27.60K | Jun 30, 26 | +542 | 0.01% |
| J.W. COLE ADVISORS, INC. | 27.26K | Jun 30, 26 | +27.26K | 0.01% |
| Pensionmark Financial Group, LLC | 27.19K | Jun 30, 26 | -72.74K | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 27.14K | Jun 30, 26 | -- | 0.01% |
| Jacobi Capital Management LLC | 26.55K | Jun 30, 26 | +2.08K | 0.01% |
| Allworth Financial LP | 26.24K | Jun 30, 26 | +2.95K | 0.01% |
| Creative Planning | 26.14K | Jun 30, 26 | -8.13K | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 24.92K | Jun 30, 26 | -- | 0.01% |
| Closed-End Fund Advisors, Inc. | 24.79K | Jun 30, 26 | -- | 0.01% |
| Sigma Planning Corp | 24.73K | Jun 30, 26 | -178 | 0.01% |
| Summit Financial, LLC | 24.61K | Jun 30, 26 | -1.54K | 0.01% |
| Berger Financial Group, Inc | 24.57K | Jun 30, 26 | +221 | 0.01% |
| DUNCKER STREETT & CO INC | 24.47K | Jun 30, 26 | -- | 0.01% |
| Merit Financial Group, LLC | 24.47K | Jun 30, 26 | -872 | 0.01% |
| RFG Advisory, LLC | 24.43K | Jun 30, 26 | +2.06K | 0.01% |
| US BANCORP \DE\ | 24.26K | Jun 30, 26 | +2.74K | 0.01% |
| Apollon Wealth Management, LLC | 24.14K | Jun 30, 26 | +1.04K | 0.01% |
| International Private Wealth Advisors LLC | 24.09K | Jun 30, 26 | +558 | 0.01% |
| Founders Financial Alliance, LLC | 24.06K | Jun 30, 26 | +39 | 0.01% |
| BOOTHBAY FUND MANAGEMENT, LLC | 24.01K | Jun 30, 26 | +10.99K | 0.01% |
| Glass Jacobson Investment Advisors llc | 22.69K | Jun 30, 26 | +120 | 0.01% |
| Sage Capital Management, LLC | 22.50K | Jun 30, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 22.15K | Jun 30, 26 | +22.15K | 0.01% |
| PFG Investments, LLC | 21.30K | Jun 30, 26 | -1.69K | 0.01% |
| Tyche Wealth Partners LLC | 21.27K | Jun 30, 26 | -969 | 0.01% |
| Gridiron Partners, LLC | 21.02K | Jun 30, 26 | -22.33K | 0.01% |
| GILL CAPITAL PARTNERS, LLC | 20.87K | Jun 30, 26 | -- | 0.01% |
| Western Wealth Management, LLC | 20.35K | Jun 30, 26 | -3.62K | 0.01% |
| TSFG, LLC | 20.22K | Jun 30, 26 | -- | 0.01% |
| DV Trading LLC | 20.22K | Jun 30, 26 | -- | 0.01% |
| Pacific Wealth Strategies Group, Inc. | 20.00K | Jun 30, 26 | -- | 0.01% |
| Vines Capital Management, LLC | 19.91K | Jun 30, 26 | -- | 0.01% |
| WealthTrust Axiom LLC | 19.88K | Jun 30, 26 | -- | 0.01% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 18.95K | Jun 30, 26 | -- | 0.01% |
| SIGNATUREFD, LLC | 18.53K | Jun 30, 26 | +18.53K | 0.00% |
| SHUFRO ROSE & CO LLC | 18.37K | Jun 30, 26 | -- | 0.00% |
| CreativeOne Wealth, LLC | 18.08K | Jun 30, 26 | +192 | 0.00% |
| Integrated Wealth Concepts LLC | 18.04K | Jun 30, 26 | +4.43K | 0.00% |
| PRIVATE TRUST CO NA | 18.04K | Jun 30, 26 | -13.11K | 0.00% |
| Valley Brook Capital Group, Inc. | 17.91K | Jun 30, 26 | -2.40K | 0.00% |
| Waterfront Wealth Inc. | 17.81K | Jun 30, 26 | -984 | 0.00% |
| JB Capital LLC | 17.74K | Jun 30, 26 | +104 | 0.00% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 17.58K | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 17.37K | Jun 30, 26 | +411 | 0.00% |
| TWO SIGMA SECURITIES, LLC | 17.13K | Jun 30, 26 | +3.45K | 0.00% |
| Avidian Wealth Solutions, LLC | 17.00K | Jun 30, 26 | +17.00K | 0.00% |
| Ausdal Financial Partners, Inc. | 16.72K | Jun 30, 26 | +18 | 0.00% |
| Huntleigh Advisors, Inc. | 16.72K | Jun 30, 26 | -- | 0.00% |
| BEACON FINANCIAL GROUP | 16.68K | Jun 30, 26 | +350 | 0.00% |
| EverSource Wealth Advisors, LLC | 16.64K | Jun 30, 26 | -- | 0.00% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 16.43K | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 16.41K | Jun 30, 26 | +16.41K | 0.00% |
| Coastal Investment Advisors, Inc. | 16.30K | Jun 30, 26 | +387 | 0.00% |
| BURNEY CO/ | 16.15K | Jun 30, 26 | -2.14K | 0.00% |
| Beacon Pointe Advisors, LLC | 16.04K | Jun 30, 26 | +3.26K | 0.00% |
| Quantinno Capital Management LP | 15.72K | Jun 30, 26 | -3.23K | 0.00% |
| Snowden Capital Advisors LLC | 15.20K | Jun 30, 26 | -8.54K | 0.00% |
| CI Private Wealth, LLC | 15.08K | Jun 30, 26 | +15.08K | 0.00% |
| River Wealth Advisors LLC | 14.69K | Jun 30, 26 | -- | 0.00% |
| Etesian Wealth Advisors, Inc. | 14.50K | Jun 30, 26 | -- | 0.00% |
| PSI Advisors, LLC | 14.41K | Jun 30, 26 | -1.45K | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 14.39K | Jun 30, 26 | -995 | 0.00% |
| Perigon Wealth Management, LLC | 14.30K | Jun 30, 26 | -1.01K | 0.00% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 14.19K | Jun 30, 26 | -- | 0.00% |
| Post Resch Tallon Group Inc. | 14.06K | Jun 30, 26 | -- | 0.00% |
| IEQ CAPITAL, LLC | 13.84K | Jun 30, 26 | -- | 0.00% |
| Beacon Financial Advisory LLC | 13.81K | Jun 30, 26 | +109 | 0.00% |
| VeraBank, N.A. | 13.66K | Jun 30, 26 | -- | 0.00% |
| Gerber Kawasaki Wealth & Investment Management | 13.63K | Jun 30, 26 | -2.99K | 0.00% |
| Colony Group, LLC | 13.55K | Jun 30, 26 | +1.60K | 0.00% |
| Bank of New York Mellon Corp | 13.54K | Jun 30, 26 | -15.34K | 0.00% |
| First Heartland Consultants, Inc. | 13.43K | Jun 30, 26 | +13.43K | 0.00% |
| Tempo Wealth, LLC | 13.34K | Jun 30, 26 | +108 | 0.00% |
| Wagner Wealth Management, LLC | 13.24K | Jun 30, 26 | -10.47K | 0.00% |
| WESBANCO BANK INC | 13.02K | Jun 30, 26 | +382 | 0.00% |
| MAI Capital Management | 12.98K | Jun 30, 26 | +7.30K | 0.00% |
| 180 WEALTH ADVISORS, LLC | 12.90K | Jun 30, 26 | +34 | 0.00% |
| SMITH SHELLNUT WILSON LLC /ADV | 12.86K | Jun 30, 26 | -- | 0.00% |
| SFE Investment Counsel | 12.82K | Jun 30, 26 | -- | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 12.69K | Jun 30, 26 | +12.69K | 0.00% |
| Diesslin Group, Inc. | 12.50K | Jun 30, 26 | +245 | 0.00% |
| Capital Investment Advisory Services, LLC | 12.50K | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 12.32K | Jun 30, 26 | +800 | 0.00% |
| STOCK YARDS BANK & TRUST CO | 12.30K | Jun 30, 26 | -- | 0.00% |
| Powell Investment Advisors, LLC | 12.28K | Jun 30, 26 | +657 | 0.00% |
| Dakota Wealth Management | 12.24K | Jun 30, 26 | +144 | 0.00% |
| Aspire Growth Partners LLC | 12.23K | Jun 30, 26 | -530 | 0.00% |
| Johnson & White Wealth Management, LLC | 12.16K | Jun 30, 26 | +248 | 0.00% |
| CAHABA WEALTH MANAGEMENT, INC. | 12.11K | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 12.09K | Jun 30, 26 | +12.09K | 0.00% |
| Collaborative Wealth Managment Inc. | 12.08K | Jun 30, 26 | +1.79K | 0.00% |
| Baker Avenue Asset Management, LP | 12.00K | Jun 30, 26 | -- | 0.00% |
| American Financial Advisors, LLC | 12.00K | Jun 30, 26 | -- | 0.00% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12.00K | Jun 30, 26 | -- | 0.00% |
| Virtu Financial LLC | 11.97K | Jun 30, 26 | -26.13K | 0.00% |
| Tradition Wealth Management, LLC | 11.84K | Jun 30, 26 | -- | 0.00% |
| NAPLES GLOBAL ADVISORS, LLC | 11.69K | Jun 30, 26 | +11.69K | 0.00% |
| Fox Hill Wealth Management | 11.67K | Jun 30, 26 | +1.04K | 0.00% |
| Certified Advisory Corp | 11.66K | Jun 30, 26 | +210 | 0.00% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 11.65K | Jun 30, 26 | -- | 0.00% |
| PARK AVENUE SECURITIES LLC | 11.56K | Jun 30, 26 | -48 | 0.00% |
| Foundations Investment Advisors, LLC | 10.99K | Jun 30, 26 | +10.99K | 0.00% |
| W.H. Cornerstone Investments Inc. | 10.90K | Jun 30, 26 | +255 | 0.00% |
| BankPlus Wealth Management LLC | 10.89K | Jun 30, 26 | -- | 0.00% |
| LEIGH BALDWIN & CO., LLC | 10.79K | Jun 30, 26 | +256 | 0.00% |
| NewEdge Wealth, LLC | 10.08K | Jun 30, 26 | +10.08K | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 10.01K | Jun 30, 26 | +10.01K | 0.00% |
| Future Financial Wealth Managment LLC | 10.00K | Jun 30, 26 | -- | 0.00% |
| Southeast Asset Advisors Inc. | 10.00K | Jun 30, 26 | +10.00K | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 9.64K | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 9.43K | Jun 30, 26 | +48 | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 9.00K | Jun 30, 26 | -4.00K | 0.00% |
| NBC SECURITIES, INC. | 7.85K | Jun 30, 26 | -288 | 0.00% |
| CENTRAL TRUST Co | 7.49K | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 6.67K | Jun 30, 26 | -- | 0.00% |
| CUSTOM INDEX SYSTEMS, LLC | 6.34K | Jun 30, 26 | +6.34K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 6.25K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 6.00K | Jun 30, 26 | +6.00K | 0.00% |
| MATHER GROUP, LLC. | 5.22K | Jun 30, 26 | +1.18K | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 5.00K | Jun 30, 26 | +59 | 0.00% |
| CoreFirst Bank & Trust | 4.20K | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 3.75K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 3.45K | Jun 30, 26 | +62 | 0.00% |
| Strategic Wealth Partners, Ltd. | 3.00K | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 3.00K | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 2.89K | Jun 30, 26 | +1.92K | 0.00% |
| Quent Capital, LLC | 2.70K | Jun 30, 26 | +2.70K | 0.00% |
| Washington Trust Advisors, Inc. | 2.60K | Jun 30, 26 | -- | 0.00% |
| ABOUND FINANCIAL, LLC | 2.57K | Jun 30, 26 | +2.57K | 0.00% |
| Aventura Private Wealth, LLC | 2.56K | Jun 30, 26 | +2.56K | 0.00% |
| Ronald Blue Trust, Inc. | 2.40K | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 2.17K | Jun 30, 26 | +2.17K | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 2.02K | Jun 30, 26 | +2.02K | 0.00% |
| Smartleaf Asset Management LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 1.99K | Jun 30, 26 | +1.99K | 0.00% |
| Johnson Financial Group, Inc. | 1.71K | Jun 30, 26 | +1.71K | 0.00% |
| Main Street Group, LTD | 1.68K | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.65K | Jun 30, 26 | -4.34K | 0.00% |
| ASSETMARK, INC | 1.52K | Jun 30, 26 | +8 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.50K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 1.50K | Jun 30, 26 | +752 | 0.00% |
| Citizens National Bank Trust Department | 1.40K | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 1.23K | Jun 30, 26 | -999 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.15K | Jun 30, 26 | -- | 0.00% |
| HFM Investment Advisors, LLC | 1.04K | Jun 30, 26 | -- | 0.00% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1.01K | Jun 30, 26 | +1.01K | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| SWAN Capital LLC | 995 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 960 | Jun 30, 26 | +960 | 0.00% |
| Larson Financial Group LLC | 921 | Jun 30, 26 | -1.84K | 0.00% |
| Osbon Capital Management LLC | 918 | Jun 30, 26 | -9.64K | 0.00% |
| Pinnacle Bancorp, Inc. | 902 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 816 | Jun 30, 26 | +816 | 0.00% |
| Golden State Wealth Management, LLC | 774 | Jun 30, 26 | +499 | 0.00% |
| Leo H. Evart, Inc. | 741 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 681 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 669 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 667 | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 632 | Jun 30, 26 | -6 | 0.00% |
| Darwin Wealth Management, LLC | 551 | Jun 30, 26 | -- | 0.00% |
| Clark Wealth Partners | 494 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 427 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 400 | Jun 30, 26 | +41 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 374 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 350 | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 335 | Jun 30, 26 | +335 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 300 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 276 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 136 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 98 | Jun 30, 26 | +98 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 95 | Jun 30, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 87 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 67 | Jun 30, 26 | +67 | 0.00% |
| Pflug Koory, LLC | 66 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 28 | Jun 30, 26 | +21 | 0.00% |
| Buck Wealth Strategies, LLC | 20 | Jun 30, 26 | +20 | 0.00% |
| SFAM, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -4.70K | -- |
| SEGALL BRYANT & HAMILL, LLC | -- | Jun 30, 26 | -13.02K | -- |
| Royal Fund Management, LLC | -- | Jun 30, 26 | -14.03K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -265 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -3.90K | -- |
| Argentarii, LLC | -- | Jun 30, 26 | -15.07K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -184 | -- |
| Sunpointe, LLC | -- | Jun 30, 26 | -11.20K | -- |
| Abound Wealth Management | -- | Jun 30, 26 | -588 | -- |
| Concorde Asset Management, LLC | -- | Jun 30, 26 | -15.72K | -- |
| Strategic Financial Concepts, LLC | -- | Jun 30, 26 | -17.27K | -- |
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -624 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -47.45K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Jun 30, 26 | -99.35K | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Jun 30, 26 | -99 | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -699 | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -14.90K | -- |
| Kingstone Capital Partners Texas, LLC | -- | Jun 30, 26 | -28.58K | -- |
| Asset One Wealth Management LLC | -- | Jun 30, 26 | -13.01K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -19.95K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -16.89K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -284 | -- |
| Arkadios Wealth Advisors | -- | Jun 30, 26 | -32.98K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -140 | -- |
| MKT Advisors LLC | -- | Jun 30, 26 | -10.70K | -- |
| Integrity Advisory Solutions, LLC | -- | Jun 30, 26 | -11.66K | -- |
| SAGESPRING WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -10.93K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -16.83K | -- |
| Catalina Capital Group, LLC | 24.63K | Mar 31, 26 | +62 | 0.01% |
| CWM, LLC | 11.35K | Mar 31, 26 | +2.55K | 0.00% |
| Sunbelt Securities, Inc. | 9.08K | Mar 31, 26 | +1.08K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -18.35K | -- |
| COMERICA BANK | 63.70K | Dec 31, 25 | -948 | 0.02% |
| Alpha Cubed Investments, LLC | 16.11K | Dec 31, 25 | -667 | 0.00% |
| CIBC Private Wealth Group, LLC | 4.48K | Dec 31, 25 | -1.91K | 0.00% |
| Motiv8 Investments LLC | 627 | Dec 31, 25 | +627 | 0.00% |
| ORG Partners LLC | 247 | Dec 31, 25 | -- | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 48.99K | Sep 30, 25 | +12.00K | 0.01% |
| Stonegate Investment Group, LLC | 15.49K | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 43.65K | Jun 30, 25 | -824 | 0.01% |
| Atria Wealth Solutions, Inc. | 20.92K | Jun 30, 25 | -63.16K | 0.01% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2.17K | Jun 30, 25 | +2.17K | 0.00% |
| Schechter Investment Advisors, LLC | 15.59K | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | 238 | Mar 31, 25 | +238 | 0.00% |
| HTLF Bank | 15.68K | Dec 31, 24 | -- | 0.00% |
| Tallon Kerry Patrick | 15.30K | Dec 31, 24 | +15.30K | 0.00% |
| RE Dickinson Investment Advisors, LLC | 1.41K | Dec 31, 24 | -3.30K | 0.00% |
| AlphaMark Advisors, LLC | 314 | Dec 31, 24 | +10 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -2.39K | -- |
| RAYMOND JAMES & ASSOCIATES | 2.56M | Sep 30, 24 | +190.04K | 0.68% |
| Raymond James Financial Services Advisors, Inc. | 666.65K | Sep 30, 24 | +44.88K | 0.18% |
| All Season Financial Advisors, Inc. | 80.24K | Sep 30, 24 | +540 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 31.95K | Sep 30, 24 | -11.15K | 0.01% |
| FinTrust Capital Advisors, LLC | 1.34K | Sep 30, 24 | +1.34K | 0.00% |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 24 | -15.00K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 11.24K | Jun 30, 24 | -2.49K | 0.00% |
| Cetera Advisor Networks LLC | 176.09K | Mar 31, 24 | -53.05K | 0.05% |
| Cetera Advisors LLC | 122.62K | Mar 31, 24 | +96.16K | 0.03% |
| Eudaimonia Partners, LLC | 79.06K | Mar 31, 24 | -9.26K | 0.02% |
| Bartlett & Co. LLC | 3.42K | Dec 31, 23 | +3.42K | 0.00% |
| Baystate Wealth Management LLC | 3.03K | Dec 31, 23 | +3.03K | 0.00% |
| Claybrook Capital, LLC | 357.23K | Sep 30, 23 | -- | 0.10% |
| PATHSTONE FAMILY OFFICE, LLC | 25.00K | Sep 30, 23 | +25.00K | 0.01% |
| Veritable, L.P. | 25.00K | Jun 30, 23 | -- | 0.01% |
| Endurance Wealth Management, Inc. | 9.33K | Jun 30, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 1.40K | Mar 31, 23 | +1.40K | 0.00% |
| American Portfolios Advisors | 20.00K | Sep 30, 22 | +4.50K | 0.01% |
| Covington Capital Management | 10.05K | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 302 | Sep 30, 22 | +302 | 0.00% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 124.85K | Jun 30, 22 | -3.00K | 0.03% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.44M | Mar 31, 22 | +171.58K | 0.38% |
| Mosaic Family Wealth, LLC | 86.89K | Dec 31, 21 | -12.08K | 0.02% |
| Carroll Financial Associates, Inc. | 6.80K | Dec 31, 21 | +1.80K | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 1.39K | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 500 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 59.63K | Sep 30, 21 | -7.44K | 0.02% |
| Ameritas Investment Company, LLC | 26.79K | Sep 30, 21 | +2.04K | 0.01% |
| LEVEL FOUR FINANCIAL, LLC | 25.00K | Sep 30, 21 | -- | 0.01% |
| Homrich & Berg | 10.50K | Sep 30, 21 | -2.50K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 11.63K | Dec 31, 20 | +2.06K | 0.00% |
| Reby Advisors, LLC | 2.50K | Dec 31, 20 | +2.50K | 0.00% |
| Orinda Asset Management LLC | 147.91K | Sep 30, 20 | -229.99K | 0.04% |
| First Allied Advisory Services, Inc. | 17.02K | Sep 30, 20 | -445 | 0.00% |
| TCG Advisors, LP | -- | Sep 30, 20 | -204.59K | -- |
| Starfire Investment Advisers, Inc. | 23.95K | Jun 30, 20 | -- | 0.01% |
| Advisor Group, Inc. | 99.44K | Dec 31, 19 | +3.79K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 95.58K | Dec 31, 19 | -9.75K | 0.03% |
| BB&T SECURITIES, LLC | 22.55K | Sep 30, 19 | +4.94K | 0.01% |
| Alpine Group USVI, LLC | 22.02K | Sep 30, 19 | +22.02K | 0.01% |
| NEXT Financial Holdings | 2.47K | Mar 31, 19 | +2.47K | 0.00% |
| Horizon Kinetics LLC | -- | Dec 31, 18 | -22.86K | -- |
| XML SECURITIES, LLC | 58.77K | Mar 31, 18 | +4.48K | 0.02% |
| IFC Holdings Incorporated/FL | 112.96K | Dec 31, 17 | -8.30K | 0.03% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -30.68K | -- |
| Jacobus Wealth Management, Inc. | 661.22K | Sep 30, 17 | +19.37K | 0.18% |
| Commonwealth Equity Services, Inc | 211.56K | Jun 30, 17 | +43.17K | 0.06% |
| WFG Advisors, LP | 88.67K | Jun 30, 17 | +26.48K | 0.02% |
| JANUS HENDERSON INVESTORS US LLC | 54.89K | Mar 31, 17 | -43.70K | 0.01% |
| Lakeside Wealth Management Group, LLC | 10.50K | Mar 31, 17 | -- | 0.00% |
| Algebris Investments (UK) LLP | -- | Mar 31, 17 | -162.73K | -- |
| BLACKROCK ADVISORS LLC | 48.10K | Dec 31, 16 | +48.10K | 0.01% |
| MSI Financial Services Inc | 4.00K | Dec 31, 16 | -2.98K | 0.00% |
| VSR Financial Services, Inc. | 62.12K | Jun 30, 16 | -2.00K | 0.02% |
| TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 591.04K | Dec 31, 15 | -10.89K | 0.16% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 1.62M | Mar 31, 15 | +1.62M | 0.43% |
| BAIRD ROBERT W & CO INC /WI/ | 15.41K | Mar 31, 15 | +222 | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 2.19K | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 375 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 306.71K | Sep 30, 14 | +25.78K | 0.08% |
| BlueCrest Capital Management LLP | -- | Sep 30, 14 | -17.71K | -- |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -11.55K | -- |
| US GLOBAL INVESTORS FUNDS | 5.38K | Dec 31, 13 | +5.38K | 0.00% |
| STIFEL NICOLAUS & CO INC \MO\ | 25.61K | Sep 30, 13 | -19.53K | 0.01% |
| First Allied Securities, Inc. | 32.35K | Jun 30, 12 | +630 | 0.01% |
| NOLLENBERGER CAPITAL PARTNERS INC | 667 | Dec 31, 10 | -- | 0.00% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 565.33K | Jun 30, 10 | -99.65K | 0.15% |
| Full Value Advisors, LLC | 12.30K | Sep 30, 09 | -- | 0.00% |
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