Janus Small-Mid Cap Growth Alpha Fund(JSMD)

$97.76—

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Janus Small-Mid Cap Growth Alpha Fund(JSMD)

NASDAQ

$97.76—

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JSMD(JSMD)

JSMD

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 142 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.05M	Mar 31, 26	+277.78K	10.05%
MORGAN STANLEY	670.37K	Mar 31, 26	+43.58K	6.39%
BANK OF AMERICA CORP /DE/	641.43K	Mar 31, 26	-4.84K	6.11%
ROYAL BANK OF CANADA	447.93K	Mar 31, 26	+111.20K	4.27%
Leelyn Smith, LLC	370.44K	Mar 31, 26	+9.00K	3.53%
RAYMOND JAMES FINANCIAL INC	338.89K	Mar 31, 26	+62.92K	3.23%
Cambridge Investment Research Advisors, Inc.	302.65K	Mar 31, 26	+7.20K	2.88%
ENVESTNET ASSET MANAGEMENT INC	278.96K	Mar 31, 26	+39.20K	2.66%
Resonant Capital Advisors, LLC	253.15K	Mar 31, 26	+11.66K	2.41%
AMERIPRISE FINANCIAL INC	247.44K	Mar 31, 26	+176.96K	2.36%
WILEY BROS.-AINTREE CAPITAL, LLC	224.83K	Mar 31, 26	+55.19K	2.14%
THRIVENT FINANCIAL FOR LUTHERANS	205.85K	Mar 31, 26	+4.70K	1.96%
Rise Advisors, LLC	191.76K	Mar 31, 26	+8.29K	1.83%
UBS Group AG	98.61K	Mar 31, 26	+33.79K	0.94%
COMMONWEALTH EQUITY SERVICES, LLC	96.46K	Mar 31, 26	+33.16K	0.92%
Clark Capital Management Group, Inc.	95.71K	Mar 31, 26	+763	0.91%
ADVISOR GROUP HOLDINGS, INC.	94.94K	Mar 31, 26	-5.35K	0.90%
Flaharty Asset Management, LLC	84.88K	Mar 31, 26	+1.99K	0.81%
Janney Montgomery Scott LLC	83.83K	Mar 31, 26	+13.10K	0.80%
Private Advisor Group, LLC	82.42K	Mar 31, 26	+5.49K	0.79%
D.A. DAVIDSON & CO.	81.89K	Mar 31, 26	+41.81K	0.78%
Mariner, LLC	70.27K	Mar 31, 26	+1.93K	0.67%
PEAPACK GLADSTONE FINANCIAL CORP	69.34K	Mar 31, 26	+21.53K	0.66%
Evergreen Wealth Solutions, LLC	67.24K	Mar 31, 26	+1.49K	0.64%
Blue Rock Wealth Management LLC	59.99K	Mar 31, 26	+2.93K	0.57%
Symphony Financial Services, Inc.	54.72K	Mar 31, 26	+9.08K	0.52%
Cetera Investment Advisers	48.05K	Mar 31, 26	+1.47K	0.46%
NewEdge Advisors, LLC	45.94K	Mar 31, 26	+41.28K	0.44%
HighTower Advisors, LLC	40.92K	Mar 31, 26	+31.03K	0.39%
STIFEL FINANCIAL CORP	36.98K	Mar 31, 26	-159.37K	0.35%
Breakwater Capital Group	35.77K	Mar 31, 26	+1.14K	0.34%
OPPENHEIMER & CO INC	35.16K	Mar 31, 26	+35.16K	0.34%
Baird Financial Group, Inc.	31.39K	Mar 31, 26	+31.39K	0.30%
CITADEL ADVISORS LLC	31.00K	Mar 31, 26	+24.92K	0.30%
IAG Wealth Partners, LLC	27.93K	Mar 31, 26	-164	0.27%
MCDONALD PARTNERS LLC	27.63K	Mar 31, 26	+17.60K	0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	27.54K	Mar 31, 26	+391	0.26%
Wealthspire Advisors, LLC	24.72K	Mar 31, 26	+1	0.24%
Kestra Advisory Services, LLC	23.94K	Mar 31, 26	-1.96K	0.23%
PRINCIPAL SECURITIES, INC.	23.01K	Mar 31, 26	+771	0.22%
AssuredPartners Investment Advisors, LLC	21.95K	Mar 31, 26	+314	0.21%
Nova Wealth Management, Inc.	19.66K	Mar 31, 26	+6.90K	0.19%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.52K	Mar 31, 26	-18.73K	0.19%
UNIQUE WEALTH, LLC	18.14K	Mar 31, 26	+14.89K	0.17%
Kingsview Wealth Management, LLC	15.83K	Mar 31, 26	+1.08K	0.15%
Western Wealth Management, LLC	15.59K	Mar 31, 26	+15.59K	0.15%
Stonebridge Wealth Management, LLC	15.34K	Mar 31, 26	+69	0.15%
PFG Advisors	15.01K	Mar 31, 26	+4.77K	0.14%
Mutual Advisors, LLC	14.63K	Mar 31, 26	+14.63K	0.14%
IFP Advisors, Inc	13.31K	Mar 31, 26	+12.65K	0.13%
NewEdge Wealth, LLC	13.21K	Mar 31, 26	-79	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.84K	Mar 31, 26	+9.76K	0.12%
MGO ONE SEVEN LLC	12.82K	Mar 31, 26	+1.41K	0.12%
PARK AVENUE SECURITIES LLC	12.72K	Mar 31, 26	+929	0.12%
SILVER OAK SECURITIES, INCORPORATED	12.57K	Mar 31, 26	+2.64K	0.12%
Ashton Thomas Private Wealth, LLC	12.40K	Mar 31, 26	+1.23K	0.12%
KESTRA PRIVATE WEALTH SERVICES, LLC	12.24K	Mar 31, 26	+4.53K	0.12%
CENTRAL TRUST Co	11.72K	Mar 31, 26	-12.23K	0.11%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	11.36K	Mar 31, 26	-927	0.11%
IHT Wealth Management, LLC	11.08K	Mar 31, 26	-33	0.11%
Stratos Wealth Partners, LTD.	10.63K	Mar 31, 26	+539	0.10%
GOLDMAN SACHS GROUP INC	10.60K	Mar 31, 26	--	0.10%
FIFTH THIRD BANCORP	9.49K	Mar 31, 26	+9.49K	0.09%
Altus Wealth Group LLC	9.36K	Mar 31, 26	+909	0.09%
Gladstone Institutional Advisory LLC	8.29K	Mar 31, 26	-8.62K	0.08%
Horizon Advisory Services, Inc.	7.86K	Mar 31, 26	+850	0.07%
Investors Research Corp	7.83K	Mar 31, 26	-164	0.07%
Balanced Rock Investment Advisor	7.72K	Mar 31, 26	+188	0.07%
Allegheny Financial Group LTD	7.02K	Mar 31, 26	+2	0.07%
BURKE & HERBERT BANK & TRUST CO	6.71K	Mar 31, 26	+1.06K	0.06%
Merit Financial Group, LLC	6.59K	Mar 31, 26	+6.59K	0.06%
Advisory Services Network, LLC	6.46K	Mar 31, 26	-206	0.06%
Arkadios Wealth Advisors	6.38K	Mar 31, 26	-403	0.06%
Sanctuary Advisors, LLC	6.00K	Mar 31, 26	+125	0.06%
Graney & King, LLC	5.33K	Mar 31, 26	-25	0.05%
Golden State Equity Partners	4.59K	Mar 31, 26	+55	0.04%
MML INVESTORS SERVICES, LLC	4.53K	Mar 31, 26	-226	0.04%
Cyndeo Wealth Partners, LLC	4.13K	Mar 31, 26	+4.13K	0.04%
Fortis Capital Advisors, LLC	3.96K	Mar 31, 26	+3.96K	0.04%
Belpointe Asset Management LLC	3.96K	Mar 31, 26	+3.96K	0.04%
WEALTHSPAN PARTNERS, LLC	3.75K	Mar 31, 26	-68	0.04%
Sigma Planning Corp	3.69K	Mar 31, 26	-218	0.04%
Main Line Retirement Advisors, LLC	3.54K	Mar 31, 26	+5	0.03%
Pacific Wealth Strategies Group, Inc.	3.46K	Mar 31, 26	+3.46K	0.03%
LaSalle St. Investment Advisors, LLC	3.26K	Mar 31, 26	+137	0.03%
Aptus Capital Advisors, LLC	2.97K	Mar 31, 26	--	0.03%
GUARDIAN WEALTH ADVISORS, LLC / NC	2.97K	Mar 31, 26	--	0.03%
J.W. COLE ADVISORS, INC.	2.91K	Mar 31, 26	+2.91K	0.03%
Waterloo Capital, L.P.	2.82K	Mar 31, 26	+2.82K	0.03%
LIBERTY SQUARE WEALTH PARTNERS LLC	2.69K	Mar 31, 26	--	0.03%
Redhawk Wealth Advisors, Inc.	2.54K	Mar 31, 26	--	0.02%
Pensionmark Financial Group, LLC	2.54K	Mar 31, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.25K	Mar 31, 26	--	0.02%
Golden State Wealth Management, LLC	2.24K	Mar 31, 26	-885	0.02%
FMR LLC	1.90K	Mar 31, 26	-451	0.02%
Farther Finance Advisors, LLC	1.81K	Mar 31, 26	-1.00K	0.02%
Capital Advisors, Ltd. LLC	1.79K	Mar 31, 26	+85	0.02%
US BANCORP \DE\	1.63K	Mar 31, 26	-60	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.42K	Mar 31, 26	-524	0.01%
Triumph Capital Management	700	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	636	Mar 31, 26	-36	0.01%
BOKF, NA	535	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	446	Mar 31, 26	-143	0.00%
Capital Analysts, LLC	446	Mar 31, 26	--	0.00%
ASSETMARK, INC	378	Mar 31, 26	+8	0.00%
Independence Bank of Kentucky	369	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	317	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	246	Mar 31, 26	+245	0.00%
JPMORGAN CHASE & CO	244	Mar 31, 26	-600	0.00%
HUNTINGTON NATIONAL BANK	200	Mar 31, 26	-50	0.00%
TRUST CO OF TOLEDO NA /OH/	173	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	167	Mar 31, 26	-82	0.00%
Bogart Wealth, LLC	155	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	150	Mar 31, 26	--	0.00%
AE Wealth Management LLC	148	Mar 31, 26	+110	0.00%
Geneos Wealth Management Inc.	85	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	54	Mar 31, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	37	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	16	Mar 31, 26	--	0.00%
RICHARDSON FINANCIAL SERVICES INC.	10	Mar 31, 26	+10	0.00%
Worth Financial Advisory Group, LLC	--	Mar 31, 26	-61.72K	--
Arlington Trust Co LLC	--	Mar 31, 26	-370	--
IFG Advisory, LLC	--	Mar 31, 26	-2.47K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-20.34K	--
Cornerstone Wealth Management, LLC	--	Mar 31, 26	-2.51K	--
COMERICA BANK	7.50K	Dec 31, 25	-2.40K	0.07%
Global Retirement Partners, LLC	1.15K	Dec 31, 25	+250	0.01%
TRUST CO OF VERMONT	725	Dec 31, 25	+725	0.01%
McCarthy & Cox	--	Dec 31, 25	-66.40K	--
AVANTAX ADVISORY SERVICES, INC.	45.33K	Jun 30, 25	-6.72K	0.43%
First Horizon Advisors, Inc.	226	Jun 30, 25	+226	0.00%
Raymond James Financial Services Advisors, Inc.	149.34K	Sep 30, 24	+7.45K	1.42%
RAYMOND JAMES & ASSOCIATES	101.27K	Sep 30, 24	-4.37K	0.97%
Cetera Advisors LLC	4.44K	Mar 31, 24	+1.00K	0.04%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	--	Sep 30, 23	-3.36K	--
ACG Wealth	9.17K	Sep 30, 22	-38	0.09%
Carroll Financial Associates, Inc.	3.24K	Dec 31, 21	--	0.03%
Advisor Group, Inc.	87.40K	Dec 31, 19	+7.37K	0.83%
LADENBURG THALMANN FINANCIAL SERVICES INC.	59.81K	Dec 31, 19	+3.48K	0.57%
BB&T SECURITIES, LLC	91.22K	Sep 30, 19	+91.22K	0.87%
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.29K	--
Virtu KCG Holdings LLC	7.23K	Jun 30, 17	+7.23K	0.07%

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Holder

Date

Change

% Held

LPL Financial LLC

1.05M

Mar 31, 26

+277.78K

10.05%

MORGAN STANLEY

670.37K

Mar 31, 26

+43.58K

6.39%

BANK OF AMERICA CORP /DE/

641.43K

Mar 31, 26

-4.84K

6.11%

ROYAL BANK OF CANADA

447.93K

Mar 31, 26

+111.20K

4.27%

Leelyn Smith, LLC

370.44K

Mar 31, 26

+9.00K

3.53%

RAYMOND JAMES FINANCIAL INC

338.89K

Mar 31, 26

+62.92K

3.23%

Cambridge Investment Research Advisors, Inc.

302.65K

Mar 31, 26

+7.20K

2.88%

ENVESTNET ASSET MANAGEMENT INC

278.96K

Mar 31, 26

+39.20K

2.66%

Resonant Capital Advisors, LLC

253.15K

Mar 31, 26

+11.66K

2.41%

AMERIPRISE FINANCIAL INC

247.44K

Mar 31, 26

+176.96K

2.36%

WILEY BROS.-AINTREE CAPITAL, LLC

224.83K

Mar 31, 26

+55.19K

2.14%

THRIVENT FINANCIAL FOR LUTHERANS

205.85K

Mar 31, 26

+4.70K

1.96%

Rise Advisors, LLC

191.76K

Mar 31, 26

+8.29K

1.83%

UBS Group AG

98.61K

Mar 31, 26

+33.79K

0.94%

COMMONWEALTH EQUITY SERVICES, LLC

96.46K

Mar 31, 26

+33.16K

0.92%

Clark Capital Management Group, Inc.

95.71K

Mar 31, 26

+763

0.91%

ADVISOR GROUP HOLDINGS, INC.

94.94K

Mar 31, 26

-5.35K

0.90%

Flaharty Asset Management, LLC

84.88K

Mar 31, 26

+1.99K

0.81%

Janney Montgomery Scott LLC

83.83K

Mar 31, 26

+13.10K

0.80%

Private Advisor Group, LLC

82.42K

Mar 31, 26

+5.49K

0.79%

D.A. DAVIDSON & CO.

81.89K

Mar 31, 26

+41.81K

0.78%

Mariner, LLC

70.27K

Mar 31, 26

+1.93K

0.67%

PEAPACK GLADSTONE FINANCIAL CORP

69.34K

Mar 31, 26

+21.53K

0.66%

Evergreen Wealth Solutions, LLC

67.24K

Mar 31, 26

+1.49K

0.64%

Blue Rock Wealth Management LLC

59.99K

Mar 31, 26

+2.93K

0.57%

Symphony Financial Services, Inc.

54.72K

Mar 31, 26

+9.08K

0.52%

Cetera Investment Advisers

48.05K

Mar 31, 26

+1.47K

0.46%

NewEdge Advisors, LLC

45.94K

Mar 31, 26

+41.28K

0.44%

HighTower Advisors, LLC

40.92K

Mar 31, 26

+31.03K

0.39%

STIFEL FINANCIAL CORP

36.98K

Mar 31, 26

-159.37K

0.35%

Breakwater Capital Group

35.77K

Mar 31, 26

+1.14K

0.34%

OPPENHEIMER & CO INC

35.16K

Mar 31, 26

+35.16K

0.34%

Baird Financial Group, Inc.

31.39K

Mar 31, 26

+31.39K

0.30%

CITADEL ADVISORS LLC

31.00K

Mar 31, 26

+24.92K

0.30%

IAG Wealth Partners, LLC

27.93K

Mar 31, 26

-164

0.27%

MCDONALD PARTNERS LLC

27.63K

Mar 31, 26

+17.60K

0.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

27.54K

Mar 31, 26

+391

0.26%

Wealthspire Advisors, LLC

24.72K

Mar 31, 26

0.24%

Kestra Advisory Services, LLC

23.94K

Mar 31, 26

-1.96K

0.23%

PRINCIPAL SECURITIES, INC.

23.01K

Mar 31, 26

+771

0.22%

AssuredPartners Investment Advisors, LLC

21.95K

Mar 31, 26

+314

0.21%

Nova Wealth Management, Inc.

19.66K

Mar 31, 26

+6.90K

0.19%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.52K

Mar 31, 26

-18.73K

0.19%

UNIQUE WEALTH, LLC

18.14K

Mar 31, 26

+14.89K

0.17%

Kingsview Wealth Management, LLC

15.83K

Mar 31, 26

+1.08K

0.15%

Western Wealth Management, LLC

15.59K

Mar 31, 26

+15.59K

0.15%

Stonebridge Wealth Management, LLC

15.34K

Mar 31, 26

+69

0.15%

PFG Advisors

15.01K

Mar 31, 26

+4.77K

0.14%

Mutual Advisors, LLC

14.63K

Mar 31, 26

+14.63K

0.14%

IFP Advisors, Inc

13.31K

Mar 31, 26

+12.65K

0.13%

NewEdge Wealth, LLC

13.21K

Mar 31, 26

-79

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.84K

Mar 31, 26

+9.76K

0.12%

MGO ONE SEVEN LLC

12.82K

Mar 31, 26

+1.41K

0.12%

PARK AVENUE SECURITIES LLC

12.72K

Mar 31, 26

+929

0.12%

SILVER OAK SECURITIES, INCORPORATED

12.57K

Mar 31, 26

+2.64K

0.12%

Ashton Thomas Private Wealth, LLC

12.40K

Mar 31, 26

+1.23K

0.12%

KESTRA PRIVATE WEALTH SERVICES, LLC

12.24K

Mar 31, 26

+4.53K

0.12%

CENTRAL TRUST Co

11.72K

Mar 31, 26

-12.23K

0.11%

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

11.36K

Mar 31, 26

-927

0.11%

IHT Wealth Management, LLC

11.08K

Mar 31, 26

-33

0.11%

Stratos Wealth Partners, LTD.

10.63K

Mar 31, 26

+539

0.10%

GOLDMAN SACHS GROUP INC

10.60K

Mar 31, 26

0.10%

FIFTH THIRD BANCORP

9.49K

Mar 31, 26

+9.49K

0.09%

Altus Wealth Group LLC

9.36K

Mar 31, 26

+909

0.09%

Gladstone Institutional Advisory LLC

8.29K

Mar 31, 26

-8.62K

0.08%

Horizon Advisory Services, Inc.

7.86K

Mar 31, 26

+850

0.07%

Investors Research Corp

7.83K

Mar 31, 26

-164

0.07%

Balanced Rock Investment Advisor

7.72K

Mar 31, 26

+188

0.07%

Allegheny Financial Group LTD

7.02K

Mar 31, 26

0.07%

BURKE & HERBERT BANK & TRUST CO

6.71K

Mar 31, 26

+1.06K

0.06%

Merit Financial Group, LLC

6.59K

Mar 31, 26

+6.59K

0.06%

Advisory Services Network, LLC

6.46K

Mar 31, 26

-206

0.06%

Arkadios Wealth Advisors

6.38K

Mar 31, 26

-403

0.06%

Sanctuary Advisors, LLC

6.00K

Mar 31, 26

+125

0.06%

Graney & King, LLC

5.33K

Mar 31, 26

-25

0.05%

Golden State Equity Partners

4.59K

Mar 31, 26

+55

0.04%

MML INVESTORS SERVICES, LLC

4.53K

Mar 31, 26

-226

0.04%

Cyndeo Wealth Partners, LLC

4.13K

Mar 31, 26

+4.13K

0.04%

Fortis Capital Advisors, LLC

3.96K

Mar 31, 26

+3.96K

0.04%

Belpointe Asset Management LLC

3.96K

Mar 31, 26

+3.96K

0.04%

WEALTHSPAN PARTNERS, LLC

3.75K

Mar 31, 26

-68

0.04%

Sigma Planning Corp

3.69K

Mar 31, 26

-218

0.04%

Main Line Retirement Advisors, LLC

3.54K

Mar 31, 26

0.03%

Pacific Wealth Strategies Group, Inc.

3.46K

Mar 31, 26

+3.46K

0.03%

LaSalle St. Investment Advisors, LLC

3.26K

Mar 31, 26

+137

0.03%

Aptus Capital Advisors, LLC

2.97K

Mar 31, 26

0.03%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.97K

Mar 31, 26

0.03%

J.W. COLE ADVISORS, INC.

2.91K

Mar 31, 26

+2.91K

0.03%

Waterloo Capital, L.P.

2.82K

Mar 31, 26

+2.82K

0.03%

LIBERTY SQUARE WEALTH PARTNERS LLC

2.69K

Mar 31, 26

0.03%

Redhawk Wealth Advisors, Inc.

2.54K

Mar 31, 26

0.02%

Pensionmark Financial Group, LLC

2.54K

Mar 31, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.25K

Mar 31, 26

0.02%

Golden State Wealth Management, LLC

2.24K

Mar 31, 26

-885

0.02%

FMR LLC

1.90K

Mar 31, 26

-451

0.02%

Farther Finance Advisors, LLC

1.81K

Mar 31, 26

-1.00K

0.02%

Capital Advisors, Ltd. LLC

1.79K

Mar 31, 26

+85

0.02%

US BANCORP \DE\

1.63K

Mar 31, 26

-60

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.42K

Mar 31, 26

-524

0.01%

Triumph Capital Management

700

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

636

Mar 31, 26

-36

0.01%

BOKF, NA

535

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

446

Mar 31, 26

-143

0.00%

Capital Analysts, LLC

446

Mar 31, 26

0.00%

ASSETMARK, INC

378

Mar 31, 26

0.00%

Independence Bank of Kentucky

369

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

317

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

246

Mar 31, 26

+245

0.00%

JPMORGAN CHASE & CO

244

Mar 31, 26

-600

0.00%

HUNTINGTON NATIONAL BANK

200

Mar 31, 26

-50

0.00%

TRUST CO OF TOLEDO NA /OH/

173

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

167

Mar 31, 26

-82

0.00%

Bogart Wealth, LLC

155

Mar 31, 26

0.00%

Sound Income Strategies, LLC

150

Mar 31, 26

0.00%

AE Wealth Management LLC

148

Mar 31, 26

+110

0.00%

Geneos Wealth Management Inc.

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

+10

0.00%

Worth Financial Advisory Group, LLC

Mar 31, 26

-61.72K

Arlington Trust Co LLC

Mar 31, 26

-370

IFG Advisory, LLC

Mar 31, 26

-2.47K

JANE STREET GROUP, LLC

Mar 31, 26

-20.34K

Cornerstone Wealth Management, LLC

Mar 31, 26

-2.51K

COMERICA BANK

7.50K

Dec 31, 25

-2.40K

0.07%

Global Retirement Partners, LLC

1.15K

Dec 31, 25

+250

0.01%

TRUST CO OF VERMONT

725

Dec 31, 25

+725

0.01%

McCarthy & Cox

Dec 31, 25

-66.40K

AVANTAX ADVISORY SERVICES, INC.

45.33K

Jun 30, 25

-6.72K

0.43%

First Horizon Advisors, Inc.

226

Jun 30, 25

+226

0.00%

Raymond James Financial Services Advisors, Inc.

149.34K

Sep 30, 24

+7.45K

1.42%

RAYMOND JAMES & ASSOCIATES

101.27K

Sep 30, 24

-4.37K

0.97%

Cetera Advisors LLC

4.44K

Mar 31, 24

+1.00K

0.04%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-3.36K

ACG Wealth

9.17K

Sep 30, 22

-38

0.09%

Carroll Financial Associates, Inc.

3.24K

Dec 31, 21

0.03%

Advisor Group, Inc.

87.40K

Dec 31, 19

+7.37K

0.83%

LADENBURG THALMANN FINANCIAL SERVICES INC.

59.81K

Dec 31, 19

+3.48K

0.57%

BB&T SECURITIES, LLC

91.22K

Sep 30, 19

+91.22K

0.87%

NATIONAL PLANNING CORP

Dec 31, 17

-7.29K

Virtu KCG Holdings LLC

7.23K

Jun 30, 17

+7.23K

0.07%