KBWB(KBWB)
KBWB
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 11.39M | Mar 31, 26 | -940.29K | 20.01% |
| JPMORGAN CHASE & CO | 8.26M | Mar 31, 26 | -905.01K | 14.51% |
| Fisher Asset Management, LLC | 3.86M | Mar 31, 26 | +296.58K | 6.79% |
| GOLDMAN SACHS GROUP INC | 2.92M | Mar 31, 26 | +80.14K | 5.12% |
| Migdal Insurance & Financial Holdings Ltd. | 2.16M | Mar 31, 26 | -- | 3.80% |
| MORGAN STANLEY | 1.95M | Mar 31, 26 | +491.91K | 3.42% |
| Wharton Business Group, LLC | 1.83M | Mar 31, 26 | +2.25K | 3.21% |
| Clal Insurance Enterprises Holdings Ltd | 1.42M | Mar 31, 26 | -841.00K | 2.50% |
| Temasek Holdings (Private) Ltd | 1.10M | Mar 31, 26 | -884.14K | 1.94% |
| TWO SIGMA INVESTMENTS, LP | 1.08M | Mar 31, 26 | +1.08M | 1.90% |
| ADVISOR GROUP HOLDINGS, INC. | 738.26K | Mar 31, 26 | +15.42K | 1.30% |
| WELLS FARGO & COMPANY/MN | 676.01K | Mar 31, 26 | +178.91K | 1.19% |
| Cornerstone Advisors, LLC | 665.27K | Mar 31, 26 | +304.60K | 1.17% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 627.93K | Mar 31, 26 | +4.85K | 1.10% |
| Summit Trail Advisors, LLC | 530.88K | Mar 31, 26 | -7.33K | 0.93% |
| TIFF ADVISORY SERVICES INC | 522.54K | Mar 31, 26 | +522.54K | 0.92% |
| LPL Financial LLC | 500.81K | Mar 31, 26 | -64.25K | 0.88% |
| UBS Group AG | 492.40K | Mar 31, 26 | +187.70K | 0.86% |
| FIDUCIARY TRUST CO | 481.56K | Mar 31, 26 | -153.01K | 0.85% |
| FIL Ltd | 440.56K | Mar 31, 26 | -16.02K | 0.77% |
| Horizon Investments, LLC | 405.13K | Mar 31, 26 | +7.91K | 0.71% |
| Annex Advisory Services, LLC | 389.06K | Mar 31, 26 | +389.06K | 0.68% |
| Qube Research & Technologies Ltd | 306.85K | Mar 31, 26 | +92.65K | 0.54% |
| Cerity Partners LLC | 251.11K | Mar 31, 26 | +244.00K | 0.44% |
| ROYAL BANK OF CANADA | 250.59K | Mar 31, 26 | -456.87K | 0.44% |
| Ledyard National Bank | 241.73K | Mar 31, 26 | -7.10K | 0.42% |
| Point72 Asset Management, L.P. | 210.06K | Mar 31, 26 | +65.56K | 0.37% |
| Ensign Peak Advisors, Inc | 196.22K | Mar 31, 26 | +187.48K | 0.34% |
| RFG HOLDINGS, INC. | 175.10K | Mar 31, 26 | -25.71K | 0.31% |
| Foundations Investment Advisors, LLC | 162.21K | Mar 31, 26 | +10.95K | 0.28% |
| JANE STREET GROUP, LLC | 160.40K | Mar 31, 26 | +91.84K | 0.28% |
| Cetera Investment Advisers | 145.62K | Mar 31, 26 | -10.24K | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 144.34K | Mar 31, 26 | +2.97K | 0.25% |
| CITADEL ADVISORS LLC | 133.14K | Mar 31, 26 | -86.23K | 0.23% |
| HALLMARK CAPITAL MANAGEMENT INC | 118.07K | Mar 31, 26 | -49.39K | 0.21% |
| Guardian Partners Inc. | 117.40K | Mar 31, 26 | -21.00K | 0.21% |
| LOWE BROCKENBROUGH & CO INC | 109.73K | Mar 31, 26 | +678 | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 100.91K | Mar 31, 26 | -75.52K | 0.18% |
| D. E. Shaw & Co., Inc. | 93.00K | Mar 31, 26 | +93.00K | 0.16% |
| WP Advisors, LLC | 89.87K | Mar 31, 26 | -2.31K | 0.16% |
| Wealthcare Advisory Partners LLC | 86.64K | Mar 31, 26 | +3.13K | 0.15% |
| Rockefeller Capital Management L.P. | 81.53K | Mar 31, 26 | +40.88K | 0.14% |
| Csenge Advisory Group | 79.17K | Mar 31, 26 | -55.78K | 0.14% |
| QUATTRO FINANCIAL ADVISORS LLC | 78.01K | Mar 31, 26 | +35.77K | 0.14% |
| Astoria Portfolio Advisors LLC. | 77.04K | Mar 31, 26 | +4.43K | 0.14% |
| Bank of New York Mellon Corp | 76.25K | Mar 31, 26 | +1.40K | 0.13% |
| MEITAV INVESTMENT HOUSE LTD | 64.56K | Mar 31, 26 | -16.91K | 0.11% |
| AMERIPRISE FINANCIAL INC | 64.35K | Mar 31, 26 | -25.76K | 0.11% |
| PRINCIPAL FINANCIAL GROUP INC | 59.03K | Mar 31, 26 | +15.81K | 0.10% |
| Silphium Asset Management Ltd | 57.41K | Mar 31, 26 | -2.40K | 0.10% |
| Vermillion & White Wealth Management Group, LLC | 55.57K | Mar 31, 26 | +3.38K | 0.10% |
| First International Bank of Israel Ltd. | 52.00K | Mar 31, 26 | -10.00K | 0.09% |
| Quadcap Wealth Management, LLC | 51.09K | Mar 31, 26 | -5.47K | 0.09% |
| HRT FINANCIAL LP | 50.30K | Mar 31, 26 | +18.12K | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50.09K | Mar 31, 26 | -19.68K | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 49.75K | Mar 31, 26 | +2.93K | 0.09% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 46.80K | Mar 31, 26 | +46.80K | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 46.13K | Mar 31, 26 | -3.68K | 0.08% |
| STEPHENS INC /AR/ | 44.88K | Mar 31, 26 | -41.90K | 0.08% |
| CITIGROUP INC | 43.72K | Mar 31, 26 | -9.89K | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42.99K | Mar 31, 26 | -11.17K | 0.08% |
| Hobbs Group Advisors, LLC | 42.55K | Mar 31, 26 | +4.64K | 0.07% |
| PGIM Custom Harvest LLC | 41.19K | Mar 31, 26 | -3.17K | 0.07% |
| Quantinno Capital Management LP | 40.00K | Mar 31, 26 | -2.23K | 0.07% |
| ProVise Management Group, LLC | 39.93K | Mar 31, 26 | -495 | 0.07% |
| Delos Wealth Advisors, LLC | 39.14K | Mar 31, 26 | +2.73K | 0.07% |
| Advocacy Wealth Management Services, LLC | 38.86K | Mar 31, 26 | +891 | 0.07% |
| Pinnacle Wealth Management Group, Inc. | 38.66K | Mar 31, 26 | +1.66K | 0.07% |
| HAZLETT, BURT & WATSON, INC. | 37.80K | Mar 31, 26 | +2.13K | 0.07% |
| Anfield Capital Management, LLC | 35.78K | Mar 31, 26 | +3.08K | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 34.80K | Mar 31, 26 | -3 | 0.06% |
| Transamerica Financial Advisors, Inc. | 32.92K | Mar 31, 26 | -4.50K | 0.06% |
| FOUNDERS FINANCIAL SECURITIES LLC | 32.50K | Mar 31, 26 | +895 | 0.06% |
| JUNCTURE WEALTH STRATEGIES, LLC | 32.11K | Mar 31, 26 | +805 | 0.06% |
| Private Advisor Group, LLC | 29.35K | Mar 31, 26 | -4.73K | 0.05% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 28.32K | Mar 31, 26 | +22.09K | 0.05% |
| Gotham Asset Management, LLC | 27.97K | Mar 31, 26 | +10.75K | 0.05% |
| HighTower Advisors, LLC | 27.09K | Mar 31, 26 | -7.61K | 0.05% |
| NewEdge Wealth, LLC | 26.96K | Mar 31, 26 | -2.83K | 0.05% |
| Itau Unibanco Holding S.A. | 25.58K | Mar 31, 26 | -- | 0.04% |
| XTX Topco Ltd | 23.63K | Mar 31, 26 | +17.11K | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 22.91K | Mar 31, 26 | -2.76K | 0.04% |
| Magnus Financial Group LLC | 22.72K | Mar 31, 26 | +653 | 0.04% |
| MENORA MIVTACHIM HOLDINGS LTD. | 22.00K | Mar 31, 26 | -3.53M | 0.04% |
| Kestra Advisory Services, LLC | 18.30K | Mar 31, 26 | +8.21K | 0.03% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 17.72K | Mar 31, 26 | +17.72K | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 17.59K | Mar 31, 26 | -36.30K | 0.03% |
| U.S. Capital Wealth Advisors, LLC | 16.50K | Mar 31, 26 | -45 | 0.03% |
| Farther Finance Advisors, LLC | 16.39K | Mar 31, 26 | -12.30K | 0.03% |
| EASTERN BANK | 16.25K | Mar 31, 26 | -220 | 0.03% |
| Keel Point, LLC | 16.11K | Mar 31, 26 | -12.31K | 0.03% |
| BENJAMIN EDWARDS INC | 15.47K | Mar 31, 26 | +3.80K | 0.03% |
| Mirae Asset Global Investments Co., Ltd. | 15.31K | Mar 31, 26 | -7.31K | 0.03% |
| Federation des caisses Desjardins du Quebec | 15.25K | Mar 31, 26 | -351 | 0.03% |
| Independent Advisor Alliance | 15.00K | Mar 31, 26 | +1.61K | 0.03% |
| TRUIST FINANCIAL CORP | 14.75K | Mar 31, 26 | -38 | 0.03% |
| Janney Montgomery Scott LLC | 14.21K | Mar 31, 26 | -53 | 0.02% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 14.04K | Mar 31, 26 | -- | 0.02% |
| Vontobel Holding Ltd. | 13.50K | Mar 31, 26 | +13.50K | 0.02% |
| Summit Financial, LLC | 13.29K | Mar 31, 26 | +868 | 0.02% |
| Robertson Stephens Wealth Management, LLC | 13.10K | Mar 31, 26 | +207 | 0.02% |
| Oregon Pacific Wealth Management, LLC | 12.25K | Mar 31, 26 | +1.81K | 0.02% |
| StoneX Group Inc. | 12.13K | Mar 31, 26 | +1.63K | 0.02% |
| WESPAC Advisors SoCal, LLC | 11.81K | Mar 31, 26 | -15.82K | 0.02% |
| ROCKLAND TRUST CO | 11.62K | Mar 31, 26 | -114 | 0.02% |
| Tower Research Capital LLC (TRC) | 11.49K | Mar 31, 26 | +1.85K | 0.02% |
| AdvisorNet Financial, Inc | 11.32K | Mar 31, 26 | -198 | 0.02% |
| FLOW TRADERS U.S. LLC | 11.31K | Mar 31, 26 | +11.31K | 0.02% |
| TWO SIGMA SECURITIES, LLC | 11.20K | Mar 31, 26 | +288 | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 11.12K | Mar 31, 26 | +1.48K | 0.02% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 11.06K | Mar 31, 26 | -421 | 0.02% |
| Mariner, LLC | 10.52K | Mar 31, 26 | +2.19K | 0.02% |
| FIFTH THIRD BANCORP | 9.55K | Mar 31, 26 | +9.18K | 0.02% |
| OPPENHEIMER & CO INC | 9.53K | Mar 31, 26 | -334 | 0.02% |
| CreativeOne Wealth, LLC | 9.31K | Mar 31, 26 | -48 | 0.02% |
| Permanent Capital Management, LP | 8.73K | Mar 31, 26 | +58 | 0.02% |
| Koshinski Asset Management, Inc. | 8.44K | Mar 31, 26 | -- | 0.01% |
| City Center Advisors, LLC | 8.38K | Mar 31, 26 | +101 | 0.01% |
| Marex Group plc | 8.31K | Mar 31, 26 | -1.57K | 0.01% |
| GLOBALT Investments LLC / GA | 8.01K | Mar 31, 26 | -62 | 0.01% |
| STIFEL FINANCIAL CORP | 8.00K | Mar 31, 26 | +8.00K | 0.01% |
| Miracle Mile Advisors, LLC | 7.88K | Mar 31, 26 | -- | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.85K | Mar 31, 26 | -838 | 0.01% |
| HANOVER ADVISORS INC | 7.81K | Mar 31, 26 | +652 | 0.01% |
| Measured Wealth Private Client Group, LLC | 7.68K | Mar 31, 26 | +3.11K | 0.01% |
| Advisor Resource Council | 7.54K | Mar 31, 26 | -2.22K | 0.01% |
| Sigma Planning Corp | 7.46K | Mar 31, 26 | -416 | 0.01% |
| LEUTHOLD GROUP, LLC | 7.28K | Mar 31, 26 | -1.27K | 0.01% |
| FMR LLC | 7.23K | Mar 31, 26 | +1.47K | 0.01% |
| Fort Sheridan Advisors LLC | 7.22K | Mar 31, 26 | -- | 0.01% |
| Quantbot Technologies LP | 7.15K | Mar 31, 26 | +147 | 0.01% |
| Bank Julius Baer & Co. Ltd, Zurich | 7.00K | Mar 31, 26 | +7.00K | 0.01% |
| Circle Wealth Management, LLC | 6.66K | Mar 31, 26 | +6.66K | 0.01% |
| GTS SECURITIES LLC | 6.66K | Mar 31, 26 | +6.66K | 0.01% |
| Clark Asset Management, LLC | 6.61K | Mar 31, 26 | -521 | 0.01% |
| BANK HAPOALIM BM | 6.48K | Mar 31, 26 | -700 | 0.01% |
| Equitable Holdings, Inc. | 6.28K | Mar 31, 26 | +585 | 0.01% |
| One Day In July LLC | 6.08K | Mar 31, 26 | -244 | 0.01% |
| Tanager Wealth Management LLP | 6.06K | Mar 31, 26 | -- | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 5.88K | Mar 31, 26 | -45.57K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 5.88K | Mar 31, 26 | +1.82K | 0.01% |
| FRANKLIN RESOURCES INC | 5.75K | Mar 31, 26 | -587 | 0.01% |
| Krilogy Financial LLC | 5.74K | Mar 31, 26 | -1.02K | 0.01% |
| Tranquilli Financial Advisor LLC | 5.72K | Mar 31, 26 | +56 | 0.01% |
| Family Management Corp | 5.41K | Mar 31, 26 | -- | 0.01% |
| SIMPLEX TRADING, LLC | 5.33K | Mar 31, 26 | +5.33K | 0.01% |
| Shepherd Financial Partners LLC | 5.23K | Mar 31, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 5.15K | Mar 31, 26 | -653 | 0.01% |
| Concentrum Wealth Management | 5.00K | Mar 31, 26 | +5.00K | 0.01% |
| M&T BANK CORP | 5.00K | Mar 31, 26 | -- | 0.01% |
| Neuberger Berman Group LLC | 4.92K | Mar 31, 26 | +4.92K | 0.01% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 4.85K | Mar 31, 26 | +1.42K | 0.01% |
| Broadleaf Partners, LLC | 4.84K | Mar 31, 26 | -- | 0.01% |
| Chicago Capital, LLC | 4.81K | Mar 31, 26 | +4.81K | 0.01% |
| RFG Advisory, LLC | 4.59K | Mar 31, 26 | +77 | 0.01% |
| Jefferies Financial Group Inc. | 4.59K | Mar 31, 26 | -4.60K | 0.01% |
| ELCO Management Co., LLC | 4.50K | Mar 31, 26 | +1.50K | 0.01% |
| PFG Investments, LLC | 4.41K | Mar 31, 26 | +4 | 0.01% |
| Headlands Technologies LLC | 4.33K | Mar 31, 26 | -1.32K | 0.01% |
| Creative Planning | 4.19K | Mar 31, 26 | +1.06K | 0.01% |
| Caprock Group, LLC | 3.98K | Mar 31, 26 | -1.97K | 0.01% |
| Sanibel Captiva Trust Company, Inc. | 3.96K | Mar 31, 26 | +236 | 0.01% |
| Steward Partners Investment Advisory, LLC | 3.82K | Mar 31, 26 | +29 | 0.01% |
| Rollins Financial Advisors, LLC | 3.76K | Mar 31, 26 | -60 | 0.01% |
| WESBANCO BANK INC | 3.66K | Mar 31, 26 | +100 | 0.01% |
| Princeton Global Asset Management LLC | 3.62K | Mar 31, 26 | +3.62K | 0.01% |
| Colony Group, LLC | 3.59K | Mar 31, 26 | -1.37K | 0.01% |
| Accredited Investors Inc. | 3.55K | Mar 31, 26 | +2 | 0.01% |
| Fairscale Capital, LLC | 3.54K | Mar 31, 26 | -- | 0.01% |
| Mosley Wealth Management | 3.53K | Mar 31, 26 | +1 | 0.01% |
| Regal Investment Advisors LLC | 3.52K | Mar 31, 26 | +305 | 0.01% |
| Roble, Belko & Company, Inc | 3.50K | Mar 31, 26 | +3.50K | 0.01% |
| Waverly Advisors, LLC | 3.49K | Mar 31, 26 | +477 | 0.01% |
| Chicago Partners Investment Group LLC | 3.48K | Mar 31, 26 | +35 | 0.01% |
| TD Waterhouse Canada Inc. | 3.48K | Mar 31, 26 | -292 | 0.01% |
| NewEdge Advisors, LLC | 3.45K | Mar 31, 26 | -1.12K | 0.01% |
| Crown Wealth Group, LLC | 3.25K | Mar 31, 26 | -64.97K | 0.01% |
| Pensionmark Financial Group, LLC | 3.25K | Mar 31, 26 | +506 | 0.01% |
| DSG Capital Advisors, LLC | 3.20K | Mar 31, 26 | -279 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 3.16K | Mar 31, 26 | +64 | 0.01% |
| CUSTOM INDEX SYSTEMS, LLC | 3.15K | Mar 31, 26 | +3.15K | 0.01% |
| Murphy & Mullick Capital Management Corp | 3.08K | Mar 31, 26 | +2.99K | 0.01% |
| IEQ CAPITAL, LLC | 3.00K | Mar 31, 26 | -2.96K | 0.01% |
| CWM, LLC | 2.98K | Mar 31, 26 | -180 | 0.01% |
| Spire Wealth Management | 2.91K | Mar 31, 26 | +100 | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.90K | Mar 31, 26 | +381 | 0.01% |
| CHOREO, LLC | 2.90K | Mar 31, 26 | -245 | 0.01% |
| FIFTH THIRD SECURITIES, INC. | 2.90K | Mar 31, 26 | +78 | 0.01% |
| J.W. COLE ADVISORS, INC. | 2.89K | Mar 31, 26 | +2.89K | 0.01% |
| Pathstone Holdings, LLC | 2.80K | Mar 31, 26 | -- | 0.00% |
| FRG Family Wealth Advisors LLC | 2.80K | Mar 31, 26 | -- | 0.00% |
| SAPIENT CAPITAL LLC | 2.78K | Mar 31, 26 | -1.10K | 0.00% |
| CI Private Wealth, LLC | 2.77K | Mar 31, 26 | +2.77K | 0.00% |
| Collar Capital Management, LLC | 2.75K | Mar 31, 26 | -140 | 0.00% |
| CPR Investments Inc. | 2.70K | Mar 31, 26 | +2.70K | 0.00% |
| Sanctuary Advisors, LLC | 2.67K | Mar 31, 26 | -382 | 0.00% |
| Ironwood Investment Counsel, LLC | 2.66K | Mar 31, 26 | -- | 0.00% |
| BECK CAPITAL MANAGEMENT, LLC | 2.63K | Mar 31, 26 | +57 | 0.00% |
| White Lighthouse Investment Management Inc. | 2.62K | Mar 31, 26 | +3 | 0.00% |
| Resources Investment Advisors, LLC. | 2.58K | Mar 31, 26 | -623 | 0.00% |
| US BANCORP \DE\ | 2.30K | Mar 31, 26 | +111 | 0.00% |
| Finley Financial, LLC | 2.25K | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 2.13K | Mar 31, 26 | -852.92K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 1.95K | Mar 31, 26 | +1.95K | 0.00% |
| GROUP ONE TRADING, L.P. | 1.73K | Mar 31, 26 | -6.92K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.72K | Mar 31, 26 | +292 | 0.00% |
| Addison Advisors LLC | 1.66K | Mar 31, 26 | -- | 0.00% |
| Acropolis Investment Management, LLC | 1.56K | Mar 31, 26 | +1.56K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.54K | Mar 31, 26 | +86 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 1.41K | Mar 31, 26 | +1.41K | 0.00% |
| GFS Advisors, LLC | 1.36K | Mar 31, 26 | +1.36K | 0.00% |
| Sunbelt Securities, Inc. | 1.33K | Mar 31, 26 | +6 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.21K | Mar 31, 26 | -1.18K | 0.00% |
| Sage Mountain Advisors LLC | 1.15K | Mar 31, 26 | +1.15K | 0.00% |
| Advisory Services Network, LLC | 1.09K | Mar 31, 26 | +1.09K | 0.00% |
| BANK OF MONTREAL /CAN/ | 1.04K | Mar 31, 26 | +1.04K | 0.00% |
| Sound Income Strategies, LLC | 896 | Mar 31, 26 | +809 | 0.00% |
| HM PAYSON & CO | 890 | Mar 31, 26 | -- | 0.00% |
| WEBSTER BANK, N. A. | 861 | Mar 31, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 819 | Mar 31, 26 | -- | 0.00% |
| Y.D. More Investments Ltd | 810 | Mar 31, 26 | -- | 0.00% |
| BlackRock, Inc. | 742 | Mar 31, 26 | +15 | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 620 | Mar 31, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 535 | Mar 31, 26 | +159 | 0.00% |
| Smartleaf Asset Management LLC | 534 | Mar 31, 26 | -1 | 0.00% |
| Allworth Financial LP | 532 | Mar 31, 26 | +10 | 0.00% |
| Private Wealth Management Group, LLC | 500 | Mar 31, 26 | +500 | 0.00% |
| UMB Bank, n.a. | 500 | Mar 31, 26 | +100 | 0.00% |
| AE Wealth Management LLC | 428 | Mar 31, 26 | -123 | 0.00% |
| IFP Advisors, Inc | 417 | Mar 31, 26 | +3 | 0.00% |
| Blume Capital Management, Inc. | 400 | Mar 31, 26 | -- | 0.00% |
| MCF Advisors LLC | 382 | Mar 31, 26 | +3 | 0.00% |
| North Star Investment Management Corp. | 365 | Mar 31, 26 | +365 | 0.00% |
| PRIVATE TRUST CO NA | 321 | Mar 31, 26 | -108 | 0.00% |
| Key FInancial Inc | 272 | Mar 31, 26 | +131 | 0.00% |
| Park Square Financial Group, LLC | 265 | Mar 31, 26 | +265 | 0.00% |
| CoreCap Advisors, LLC | 259 | Mar 31, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 257 | Mar 31, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 240 | Mar 31, 26 | +36 | 0.00% |
| Piscataqua Savings Bank | 180 | Mar 31, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 179 | Mar 31, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 171 | Mar 31, 26 | -60 | 0.00% |
| BRYN MAWR TRUST Co | 158 | Mar 31, 26 | -177 | 0.00% |
| BFSG, LLC | 154 | Mar 31, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 146 | Mar 31, 26 | +146 | 0.00% |
| Larson Financial Group LLC | 145 | Mar 31, 26 | -10 | 0.00% |
| CVA Family Office, LLC | 139 | Mar 31, 26 | +139 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 135 | Mar 31, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 124 | Mar 31, 26 | +71 | 0.00% |
| Nemes Rush Group LLC | 121 | Mar 31, 26 | -57 | 0.00% |
| Osbon Capital Management LLC | 110 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 103 | Mar 31, 26 | -134 | 0.00% |
| Aptus Capital Advisors, LLC | 101 | Mar 31, 26 | +53 | 0.00% |
| Newbridge Financial Services Group, Inc. | 100 | Mar 31, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| PFS Partners, LLC | 95 | Mar 31, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 79 | Mar 31, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 76 | Mar 31, 26 | +10 | 0.00% |
| Avion Wealth | 74 | Mar 31, 26 | +74 | 0.00% |
| High Note Wealth, LLC | 64 | Mar 31, 26 | +64 | 0.00% |
| Golden State Wealth Management, LLC | 62 | Mar 31, 26 | -3 | 0.00% |
| AMERICAN NATIONAL BANK | 62 | Mar 31, 26 | -- | 0.00% |
| Access Investment Management LLC | 60 | Mar 31, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 53 | Mar 31, 26 | +53 | 0.00% |
| Triumph Capital Management | 53 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 52 | Mar 31, 26 | +22 | 0.00% |
| Cardinal Strategic Wealth Guidance | 51 | Mar 31, 26 | +51 | 0.00% |
| COUNTRY TRUST BANK | 50 | Mar 31, 26 | -- | 0.00% |
| GLENMEDE TRUST CO NA | 50 | Mar 31, 26 | +50 | 0.00% |
| ASSETMARK, INC | 49 | Mar 31, 26 | -277 | 0.00% |
| FIRST COMMUNITY TRUST NA | 46 | Mar 31, 26 | +46 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 46 | Mar 31, 26 | -- | 0.00% |
| Quaker Wealth Management, LLC | 41 | Mar 31, 26 | -- | 0.00% |
| GAMMA Investing LLC | 41 | Mar 31, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 40 | Mar 31, 26 | +40 | 0.00% |
| Capital Analysts, LLC | 39 | Mar 31, 26 | -15 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 35 | Mar 31, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 33 | Mar 31, 26 | +33 | 0.00% |
| BALLAST ADVISORS LLC | 31 | Mar 31, 26 | +31 | 0.00% |
| SIGNATUREFD, LLC | 28 | Mar 31, 26 | +28 | 0.00% |
| DUNCKER STREETT & CO INC | 22 | Mar 31, 26 | +8 | 0.00% |
| TORONTO DOMINION BANK | 18 | Mar 31, 26 | +18 | 0.00% |
| EverSource Wealth Advisors, LLC | 13 | Mar 31, 26 | +13 | 0.00% |
| Vanguard National Trust Co | 13 | Mar 31, 26 | +13 | 0.00% |
| Glen Eagle Advisors, LLC | 10 | Mar 31, 26 | +10 | 0.00% |
| Root Financial Partners, LLC | 8 | Mar 31, 26 | -18 | 0.00% |
| BARRETT & COMPANY, INC. | 8 | Mar 31, 26 | -- | 0.00% |
| CURIO WEALTH, LLC | 3 | Mar 31, 26 | +3 | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 3 | Mar 31, 26 | -- | 0.00% |
| MML INVESTORS SERVICES, LLC | -- | Mar 31, 26 | -6.31K | -- |
| MARSHALL WACE, LLP | -- | Mar 31, 26 | -96.85K | -- |
| Tidemark, LLC | -- | Mar 31, 26 | -194 | -- |
| Jaffetilchin Investment Partners, LLC | -- | Mar 31, 26 | -4.85K | -- |
| MASECO LLP | -- | Mar 31, 26 | -38 | -- |
| Quantitative Investment Management, LLC | -- | Mar 31, 26 | -110.41K | -- |
| MAI Capital Management | -- | Mar 31, 26 | -318 | -- |
| SCS Capital Management LLC | -- | Mar 31, 26 | -2.40K | -- |
| Bernard Wealth Management Corp. | -- | Mar 31, 26 | -4 | -- |
| BARCLAYS PLC | -- | Mar 31, 26 | -20.00K | -- |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | -- | Mar 31, 26 | -7.56K | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Mar 31, 26 | -2.66K | -- |
| SSI INVESTMENT MANAGEMENT LLC | -- | Mar 31, 26 | -65.60K | -- |
| Banco BTG Pactual S.A. | -- | Mar 31, 26 | -65.00K | -- |
| WHITTIER TRUST CO OF NEVADA INC | -- | Mar 31, 26 | -400 | -- |
| Sowell Financial Services LLC | -- | Mar 31, 26 | -12.01K | -- |
| Ulysses Management LLC | -- | Mar 31, 26 | -19.00K | -- |
| Per Stirling Capital Management, LLC. | -- | Mar 31, 26 | -8.07K | -- |
| TUDOR INVESTMENT CORP ET AL | -- | Mar 31, 26 | -62.51K | -- |
| MKP Capital Management, L.L.C. | -- | Mar 31, 26 | -100.00K | -- |
| Clear Creek Financial Management, LLC | -- | Mar 31, 26 | -5.03K | -- |
| Arete Wealth Advisors, LLC | -- | Mar 31, 26 | -26.84K | -- |
| BESSEMER GROUP INC | -- | Mar 31, 26 | -158 | -- |
| Massar Capital Management, LP | -- | Mar 31, 26 | -61.06K | -- |
| ALTFEST L J & CO INC | -- | Mar 31, 26 | -83.81K | -- |
| J. Safra Sarasin Holding AG | -- | Mar 31, 26 | -3.01K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Mar 31, 26 | -47.80K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -14 | -- |
| Biltmore Family Office, LLC | -- | Mar 31, 26 | -36 | -- |
| eCIO, Inc. | -- | Mar 31, 26 | -185 | -- |
| WealthCollab, LLC | -- | Mar 31, 26 | -48 | -- |
| Synergy Asset Management, LLC | -- | Mar 31, 26 | -24.76K | -- |
| Central Pacific Bank - Trust Division | -- | Mar 31, 26 | -28.44K | -- |
| MERCER GLOBAL ADVISORS INC /ADV | -- | Mar 31, 26 | -3.28K | -- |
| VestGen Advisors, LLC | -- | Mar 31, 26 | -2.47K | -- |
| Kozak & Associates, Inc. | -- | Mar 31, 26 | -38 | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Mar 31, 26 | -49.23K | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -244.34K | -- |
| Argent Trust Co | -- | Mar 31, 26 | -4.31K | -- |
| DecisionPoint Financial, LLC | -- | Mar 31, 26 | -30 | -- |
| Horizon Family Wealth, Inc. | -- | Mar 31, 26 | -2.84K | -- |
| HOLLENCREST CAPITAL MANAGEMENT | -- | Mar 31, 26 | -674 | -- |
| NEW WAVE WEALTH ADVISORS LLC | -- | Mar 31, 26 | -5.99K | -- |
| Northstar Advisory Group, LLC | -- | Mar 31, 26 | -3.10K | -- |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | -- | Mar 31, 26 | -13.22K | -- |
| YANKCOM Partnership | -- | Mar 31, 26 | -34 | -- |
| Polymer Capital Management (HK) LTD | -- | Mar 31, 26 | -153.00K | -- |
| Laurel Wealth Advisors LLC | -- | Mar 31, 26 | -75 | -- |
| Stratos Wealth Partners, LTD. | -- | Mar 31, 26 | -6.87K | -- |
| SJS Investment Consulting Inc. | -- | Mar 31, 26 | -25 | -- |
| MRA Advisory Group | -- | Mar 31, 26 | -2.42K | -- |
| COMERICA BANK | 17.42K | Dec 31, 25 | +741 | 0.03% |
| Global Retirement Partners, LLC | 7.88K | Dec 31, 25 | -1.51K | 0.01% |
| PUFF WEALTH MANAGEMENT, LLC | 6.60K | Dec 31, 25 | +1.62K | 0.01% |
| CIBC Private Wealth Group, LLC | 1.18K | Dec 31, 25 | +79 | 0.00% |
| Nalls Sherbakoff Group, LLC | 1.17K | Dec 31, 25 | -- | 0.00% |
| LM Advisors LLC | 337 | Dec 31, 25 | -3.66K | 0.00% |
| TRUST CO OF VERMONT | 302 | Dec 31, 25 | -- | 0.00% |
| Cubist Systematic Strategies, LLC | 77.45K | Sep 30, 25 | +44.58K | 0.14% |
| SYNOVUS FINANCIAL CORP | 54.11K | Sep 30, 25 | +424 | 0.10% |
| Masso Torrence Wealth Management Inc. | 27.50K | Sep 30, 25 | +401 | 0.05% |
| Stonegate Management LLC | 7.17K | Sep 30, 25 | +7.17K | 0.01% |
| WOLVERINE TRADING, LLC | 4.16K | Sep 30, 25 | +4.16K | 0.01% |
| Glenmede Investment Management, LP | 2.13K | Sep 30, 25 | -2.76K | 0.00% |
| Guerra Advisors Inc | 284 | Sep 30, 25 | +284 | 0.00% |
| Congress Wealth Management LLC / DE / | 692.76K | Jun 30, 25 | -263.08K | 1.22% |
| Good Life Advisors, LLC | 42.44K | Jun 30, 25 | -20.03K | 0.07% |
| First Horizon Advisors, Inc. | 89 | Jun 30, 25 | +22 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -9.92K | -- |
| GUARDIAN CAPITAL ADVISORS LP | 125.76K | Sep 30, 24 | -122.76K | 0.22% |
| Raymond James Financial Services Advisors, Inc. | 100.13K | Sep 30, 24 | +1.93K | 0.18% |
| RAYMOND JAMES & ASSOCIATES | 8.99K | Sep 30, 24 | -293 | 0.02% |
| Carmichael Hill & Associates, Inc. | 89 | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 10 | Sep 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 74 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 92.84K | Mar 31, 24 | +14.60K | 0.16% |
| CREDIT SUISSE AG/ | 5.63K | Mar 31, 24 | -5.87K | 0.01% |
| Cutler Group LLC / CA | 44 | Mar 31, 24 | -12.15K | 0.00% |
| Kistler-Tiffany Companies, LLC | 13.53K | Jun 30, 23 | +13.53K | 0.02% |
| BDO Wealth Advisors, LLC | 1.48K | Jun 30, 23 | -15 | 0.00% |
| American Portfolios Advisors | 10 | Sep 30, 22 | +10 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -292 | -- |
| EXANE DERIVATIVES | 1 | Jun 30, 22 | -- | 0.00% |
| Nauset Wealth Management. LLC | 71.19K | Mar 31, 22 | +1.32K | 0.13% |
| KINGS POINT CAPITAL MANAGEMENT | -- | Mar 31, 22 | -1.59K | -- |
| JD Financial Services Inc. | 28.00K | Dec 31, 21 | +28.00K | 0.05% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2.98K | Sep 30, 21 | +2.98K | 0.01% |
| Psagot Value Holdings Ltd. | 195 | Sep 30, 21 | -26.57K | 0.00% |
| Advisor Group, Inc. | 5.43K | Dec 31, 19 | -339 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.97K | Dec 31, 19 | +519 | 0.01% |
| BB&T SECURITIES, LLC | 66.36K | Sep 30, 19 | +440 | 0.12% |
| Edge Advisors, LLC | 421 | Jun 30, 18 | +421 | 0.00% |