iShares U.S. Carbon Transition Readiness Aware Active ETF(LCTU)

$82.59—Stale · unknown old

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iShares U.S. Carbon Transition Readiness Aware Active ETF(LCTU)

NYSE • Last print unknown ago

$82.59—Stale · unknown old

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LCTU(LCTU)

LCTU

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 258 Institutional Holders

Holder	Shares	Date	Change	% Held
Varma Mutual Pension Insurance Co	4.81M	Jun 30, 26	--	26.36%
ENVESTNET ASSET MANAGEMENT INC	4.22M	Jun 30, 26	-207.59K	23.10%
LPL Financial LLC	1.23M	Jun 30, 26	+19.90K	6.75%
Envestnet Portfolio Solutions, Inc.	803.99K	Jun 30, 26	-39.63K	4.40%
JPMORGAN CHASE & CO	730.45K	Jun 30, 26	-16.78K	4.00%
PARK AVENUE SECURITIES LLC	419.36K	Jun 30, 26	-14.23K	2.30%
Cetera Investment Advisers	280.59K	Jun 30, 26	-11.70K	1.54%
MML INVESTORS SERVICES, LLC	232.62K	Jun 30, 26	+28.65K	1.27%
SOFI WEALTH, LLC	148.58K	Jun 30, 26	+27.09K	0.81%
Janney Montgomery Scott LLC	142.89K	Jun 30, 26	-633	0.78%
One Wealth Advisors, LLC	131.08K	Jun 30, 26	-1.13K	0.72%
THRIVENT FINANCIAL FOR LUTHERANS	124.47K	Jun 30, 26	+10.81K	0.68%
ASSETMARK, INC	112.78K	Jun 30, 26	-5.22K	0.62%
ROYAL BANK OF CANADA	101.94K	Jun 30, 26	+6.45K	0.56%
Avise Financial Cooperative, Inc.	99.01K	Jun 30, 26	-13.89K	0.54%
GeoWealth Management, LLC	80.71K	Jun 30, 26	+12.00K	0.44%
Advisory Services Network, LLC	80.40K	Jun 30, 26	-2.39K	0.44%
Archer Investment Management, LLC	73.55K	Jun 30, 26	-8.93K	0.40%
Resources Investment Advisors, LLC.	66.57K	Jun 30, 26	-3.78K	0.36%
Integrated Wealth Concepts LLC	65.31K	Jun 30, 26	+4.41K	0.36%
Cerity Partners LLC	65.14K	Jun 30, 26	+4.36K	0.36%
Sanctuary Advisors, LLC	63.94K	Jun 30, 26	+2.44K	0.35%
Horst & Graben Wealth Management LLC	58.72K	Jun 30, 26	-5.86K	0.32%
Equitable Holdings, Inc.	58.36K	Jun 30, 26	-3.25K	0.32%
Perigon Wealth Management, LLC	56.76K	Jun 30, 26	+3.26K	0.31%
Merit Financial Group, LLC	55.96K	Jun 30, 26	+2.96K	0.31%
Sharkey, Howes & Javer	55.81K	Jun 30, 26	-1.14K	0.31%
Steward Partners Investment Advisory, LLC	54.88K	Jun 30, 26	+2.33K	0.30%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	54.79K	Jun 30, 26	-11.46K	0.30%
Cambridge Investment Research Advisors, Inc.	54.13K	Jun 30, 26	-1.82K	0.30%
NewEdge Advisors, LLC	53.80K	Jun 30, 26	+13.29K	0.29%
Bank of New York Mellon Corp	50.37K	Jun 30, 26	-4.64K	0.28%
Brinker Capital Investments, LLC	49.76K	Jun 30, 26	+2.89K	0.27%
Davis Wealth Advisors, LLC	49.05K	Jun 30, 26	+4.64K	0.27%
SigFig Wealth Management, LLC	45.03K	Jun 30, 26	-2.02K	0.25%
MGO ONE SEVEN LLC	42.70K	Jun 30, 26	-2.33K	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	41.48K	Jun 30, 26	+880	0.23%
RAYMOND JAMES FINANCIAL INC	41.40K	Jun 30, 26	+18.49K	0.23%
Vise Technologies, Inc.	38.22K	Jun 30, 26	+38.22K	0.21%
ADVISOR GROUP HOLDINGS, INC.	37.72K	Jun 30, 26	+2.68K	0.21%
Farther Finance Advisors, LLC	32.41K	Jun 30, 26	+2.19K	0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31.60K	Jun 30, 26	+31.60K	0.17%
Concurrent Investment Advisors, LLC	29.81K	Jun 30, 26	+3.03K	0.16%
MA Private Wealth	28.31K	Jun 30, 26	-814	0.16%
Pensionmark Financial Group, LLC	28.21K	Jun 30, 26	-125	0.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.53K	Jun 30, 26	-29.16K	0.13%
HighTower Advisors, LLC	23.45K	Jun 30, 26	+704	0.13%
RFG Advisory, LLC	22.93K	Jun 30, 26	-1.06K	0.13%
SAGESPRING WEALTH PARTNERS, LLC	22.91K	Jun 30, 26	-65	0.13%
OpenArc Corporate Advisory, LLC	22.12K	Jun 30, 26	-1.02K	0.12%
Aptus Capital Advisors, LLC	21.77K	Jun 30, 26	-1.91K	0.12%
Regal Investment Advisors LLC	21.56K	Jun 30, 26	-412	0.12%
Snowden Capital Advisors LLC	21.17K	Jun 30, 26	-1.38K	0.12%
Skyline Advisors, Inc.	21.14K	Jun 30, 26	+3.18K	0.12%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	20.39K	Jun 30, 26	-1.83K	0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC	19.98K	Jun 30, 26	+1.74K	0.11%
Wealth Alliance	19.55K	Jun 30, 26	-817	0.11%
Savvy Advisors, Inc.	17.63K	Jun 30, 26	+321	0.10%
ONE WEALTH CAPITAL MANAGEMENT, LLC	16.89K	Jun 30, 26	+800	0.09%
Keystone Financial Services	16.61K	Jun 30, 26	+958	0.09%
ZENITH SOLUTIONS, INC.	16.52K	Jun 30, 26	+16.52K	0.09%
RCS Financial Planning, LLC	15.81K	Jun 30, 26	-527	0.09%
EverSource Wealth Advisors, LLC	15.04K	Jun 30, 26	+1.60K	0.08%
Ashton Thomas Private Wealth, LLC	14.88K	Jun 30, 26	+9.70K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	14.66K	Jun 30, 26	+521	0.08%
LIFELONG WEALTH ADVISORS, INC.	14.37K	Jun 30, 26	-517	0.08%
Navigation Group, LLC	14.22K	Jun 30, 26	+66	0.08%
Gateway Wealth Partners, LLC	14.11K	Jun 30, 26	-15.74K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	14.08K	Jun 30, 26	+14.08K	0.08%
THEORY FINANCIAL LLC	13.72K	Jun 30, 26	+642	0.08%
LifePlan Investment Advisors, Inc.	13.45K	Jun 30, 26	-1.71K	0.07%
Beacon Pointe Advisors, LLC	13.21K	Jun 30, 26	+13.21K	0.07%
DIVERSIFY WEALTH MANAGEMENT, LLC	12.88K	Jun 30, 26	-2.01K	0.07%
Diversify Advisory Services, LLC	12.88K	Jun 30, 26	+12.88K	0.07%
Hoxton Planning & Management, LLC	12.56K	Jun 30, 26	+1.47K	0.07%
CoreCap Advisors, LLC	12.45K	Jun 30, 26	-111	0.07%
EQ LLC	12.32K	Jun 30, 26	-1.38K	0.07%
Atria Investments, Inc	11.75K	Jun 30, 26	-3.44K	0.06%
Asempa Wealth Advisors	11.39K	Jun 30, 26	-18	0.06%
CreativeOne Wealth, LLC	11.20K	Jun 30, 26	-8.48K	0.06%
Cornerstone Planning Group LLC	10.92K	Jun 30, 26	+411	0.06%
Venturi Wealth Management, LLC	10.67K	Jun 30, 26	+94	0.06%
Sound View Wealth Advisors Group, LLC	10.41K	Jun 30, 26	-318	0.06%
Capital Analysts, LLC	10.15K	Jun 30, 26	+1.45K	0.06%
West Wealth Group, LLC	9.99K	Jun 30, 26	-72	0.05%
Traveka Wealth, LLC	9.15K	Jun 30, 26	+1.17K	0.05%
Tempus Wealth Planning, LLC	9.02K	Jun 30, 26	-384	0.05%
Strategic Blueprint, LLC	8.94K	Jun 30, 26	-130	0.05%
WEALTHGARDEN F.S. LLC	8.88K	Jun 30, 26	-195	0.05%
UBS Group AG	8.77K	Jun 30, 26	+611	0.05%
BEACON FINANCIAL GROUP	8.71K	Jun 30, 26	-73	0.05%
Oregon Pacific Wealth Management, LLC	8.61K	Jun 30, 26	-697	0.05%
Trilogy Capital Inc.	8.38K	Jun 30, 26	+70	0.05%
Focus Financial Network, Inc.	8.37K	Jun 30, 26	+3.19K	0.05%
AE Wealth Management LLC	8.29K	Jun 30, 26	+2.65K	0.05%
WBH ADVISORY INC	8.25K	Jun 30, 26	-407	0.05%
Cypress Wealth Services, LLC	8.09K	Jun 30, 26	+103	0.04%
Gen-Wealth Partners Inc	8.04K	Jun 30, 26	+874	0.04%
SRS Capital Advisors, Inc.	7.74K	Jun 30, 26	+7.74K	0.04%
Bison Wealth, LLC	7.74K	Jun 30, 26	+18	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	7.67K	Jun 30, 26	+7.67K	0.04%
Capital Asset Advisory Services LLC	7.67K	Jun 30, 26	-360	0.04%
Ascent Group, LLC	7.65K	Jun 30, 26	+800	0.04%
Maia Wealth LLC	7.30K	Jun 30, 26	+160	0.04%
ABSOLUTE CAPITAL MANAGEMENT, LLC	7.07K	Jun 30, 26	+2.92K	0.04%
CFS Investment Advisory Services, LLC	7.03K	Jun 30, 26	-148	0.04%
Spectrum Planning & Advisory Services Inc.	6.68K	Jun 30, 26	-1.74K	0.04%
MBE Wealth Management, LLC	6.68K	Jun 30, 26	-981	0.04%
Patriot Financial Group Insurance Agency, LLC	6.65K	Jun 30, 26	-8.65K	0.04%
Centurion Wealth Management LLC	6.22K	Jun 30, 26	+169	0.03%
JB Capital LLC	6.21K	Jun 30, 26	-238	0.03%
Van Hulzen Asset Management, LLC	6.07K	Jun 30, 26	--	0.03%
HARBOUR INVESTMENTS, INC.	5.88K	Jun 30, 26	-215	0.03%
ENDEAVOR PRIVATE WEALTH, INC.	5.79K	Jun 30, 26	-357	0.03%
Kestra Investment Management, LLC	5.66K	Jun 30, 26	-93	0.03%
Sovran Advisors, LLC	5.63K	Jun 30, 26	-12	0.03%
Vantus Wealth LLC	5.60K	Jun 30, 26	+5.60K	0.03%
Sovereign Financial Group, Inc.	5.51K	Jun 30, 26	+1.08K	0.03%
Advyzon Investment Management, LLC	5.45K	Jun 30, 26	--	0.03%
GTS FINANCIAL, LLC	5.21K	Jun 30, 26	+36	0.03%
Insight Wealth Strategies, LLC	5.20K	Jun 30, 26	+71	0.03%
Braun-Bostich & Associates Inc.	5.13K	Jun 30, 26	-303	0.03%
Ally Invest Advisors Inc.	5.04K	Jun 30, 26	+115	0.03%
WRAPMANAGER INC	5.00K	Jun 30, 26	-43	0.03%
Buttonwood Financial Group, LLC	4.91K	Jun 30, 26	-314	0.03%
PW Nova Financial Services LLC	4.88K	Jun 30, 26	+4.88K	0.03%
Godfrey Financial Associates, Inc.	4.67K	Jun 30, 26	+3	0.03%
Perennial Investment Advisors, LLC	4.66K	Jun 30, 26	+917	0.03%
Legacy Financial Group LLC	4.49K	Jun 30, 26	+1.56K	0.02%
Transamerica Financial Advisors, Inc.	4.49K	Jun 30, 26	+2.26K	0.02%
Williams Financial, LLC	4.46K	Jun 30, 26	+4.46K	0.02%
TWIN PEAKS WEALTH ADVISORS, LLC	4.42K	Jun 30, 26	+276	0.02%
Russell Investments Group, Ltd.	4.26K	Jun 30, 26	+4.26K	0.02%
Hopwood Nicholas Hunter	4.09K	Jun 30, 26	-433	0.02%
Apollon Wealth Management, LLC	4.03K	Jun 30, 26	-1.14K	0.02%
Vestmark Advisory Solutions, Inc.	4.01K	Jun 30, 26	+4.01K	0.02%
BANK OF HAWAII	3.97K	Jun 30, 26	--	0.02%
Investor's Fiduciary Advisor Network, LLC	3.97K	Jun 30, 26	-27.05K	0.02%
Valtinson Bruner Financial Planning LLC	3.93K	Jun 30, 26	--	0.02%
W.H. Cornerstone Investments Inc.	3.91K	Jun 30, 26	+230	0.02%
NORTHLAND SECURITIES, INC.	3.90K	Jun 30, 26	-234	0.02%
CURTIS WEALTH MANAGEMENT LLC	3.86K	Jun 30, 26	-368	0.02%
IHT Wealth Management, LLC	3.81K	Jun 30, 26	-2.34K	0.02%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	3.77K	Jun 30, 26	-73	0.02%
Holistic Planning, LLC	3.75K	Jun 30, 26	-1.31K	0.02%
Urban Wealth Management, LLC	3.71K	Jun 30, 26	-246	0.02%
Meridian Wealth Management, LLC	3.67K	Jun 30, 26	-10	0.02%
AQR CAPITAL MANAGEMENT LLC	3.52K	Jun 30, 26	-88	0.02%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	3.50K	Jun 30, 26	+3.50K	0.02%
WEDBUSH SECURITIES INC	3.49K	Jun 30, 26	-1.23K	0.02%
Csenge Advisory Group	3.46K	Jun 30, 26	-258	0.02%
MKT Advisors LLC	3.45K	Jun 30, 26	+60	0.02%
J.W. COLE ADVISORS, INC.	3.45K	Jun 30, 26	-235	0.02%
Rockefeller Capital Management L.P.	3.38K	Jun 30, 26	-2.07K	0.02%
EHRLICH FINANCIAL GROUP	3.24K	Jun 30, 26	+232	0.02%
Vertex Planning Partners, LLC	3.24K	Jun 30, 26	--	0.02%
Kestra Advisory Services, LLC	3.21K	Jun 30, 26	+7	0.02%
JFS WEALTH ADVISORS, LLC	3.20K	Jun 30, 26	-351	0.02%
Golden State Wealth Management, LLC	3.19K	Jun 30, 26	-498	0.02%
Goldstein Advisors, LLC	3.12K	Jun 30, 26	-294	0.02%
Two West Capital Advisors LLC	3.03K	Jun 30, 26	+3.03K	0.02%
Rossby Financial, LCC	3.02K	Jun 30, 26	-349	0.02%
SAX WEALTH ADVISORS, LLC	3.00K	Jun 30, 26	+3.00K	0.02%
Eqis Capital Management, Inc.	2.94K	Jun 30, 26	+27	0.02%
FIFTH THIRD BANCORP	2.90K	Jun 30, 26	-290	0.02%
Mount Yale Investment Advisors, LLC	2.72K	Jun 30, 26	+2.72K	0.01%
Plan Group Financial, LLC	2.66K	Jun 30, 26	-289	0.01%
Founders Financial Alliance, LLC	2.65K	Jun 30, 26	+2.65K	0.01%
Drucker Wealth 3.0, LLC	2.65K	Jun 30, 26	-442	0.01%
KELLY FINANCIAL GROUP LLC	2.64K	Jun 30, 26	+2.64K	0.01%
Sigma Planning Corp	2.61K	Jun 30, 26	+2.61K	0.01%
Physician Wealth Advisors, Inc.	2.42K	Jun 30, 26	+136	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	2.31K	Jun 30, 26	+588	0.01%
BlackRock, Inc.	1.85K	Jun 30, 26	-64	0.01%
Global Retirement Partners, LLC	1.84K	Jun 30, 26	+1.84K	0.01%
Continuum Advisory, LLC	1.73K	Jun 30, 26	+1.73K	0.01%
Birchwood Financial Partners, Inc.	1.31K	Jun 30, 26	+3	0.01%
MORGAN STANLEY	1.29K	Jun 30, 26	-973	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.13K	Jun 30, 26	-167	0.01%
Parallel Advisors, LLC	1.02K	Jun 30, 26	+1.02K	0.01%
EFG International AG	942	Jun 30, 26	-28	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	903	Jun 30, 26	+164	0.00%
NBT BANK N A /NY	736	Jun 30, 26	--	0.00%
IFG Advisory, LLC	691	Jun 30, 26	+691	0.00%
First Bancorp, Inc /ME/	644	Jun 30, 26	+644	0.00%
Buck Wealth Strategies, LLC	632	Jun 30, 26	+632	0.00%
Commonwealth Retirement Investments LLC	595	Jun 30, 26	+595	0.00%
WealthShield Partners, LLC	478	Jun 30, 26	+11	0.00%
WELLS FARGO & COMPANY/MN	473	Jun 30, 26	+111	0.00%
Timbuktu Capital Management, LLC	458	Jun 30, 26	+458	0.00%
Olistico Wealth, LLC	455	Jun 30, 26	+300	0.00%
BARRETT & COMPANY, INC.	445	Jun 30, 26	--	0.00%
Clean Yield Group	416	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	389	Jun 30, 26	-14	0.00%
Kilter Group LLC	388	Jun 30, 26	-17	0.00%
Wellington Grp LLC	382	Jun 30, 26	--	0.00%
Milestone Investment Advisors LLC	333	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	310	Jun 30, 26	-11	0.00%
IFP Advisors, Inc	276	Jun 30, 26	-260	0.00%
Hanson & Doremus Investment Management	266	Jun 30, 26	--	0.00%
Archer Investment Corp	227	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	206	Jun 30, 26	+206	0.00%
Clearstead Advisors, LLC	162	Jun 30, 26	--	0.00%
Portfolio Resources Advisor Group, Inc.	86	Jun 30, 26	+86	0.00%
Key Capital Management, INC	54	Jun 30, 26	-6	0.00%
TUCKER ASSET MANAGEMENT LLC	48	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	25	Jun 30, 26	--	0.00%
Allworth Financial LP	16	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	14	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-325	--
WFA of San Diego, LLC	--	Jun 30, 26	-762	--
J. Mark Nickell & Co.	--	Jun 30, 26	-8.21K	--
Talisman Wealth Advisors LLC	--	Jun 30, 26	-6.19K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-896	--
Brendel Financial Advisors LLC	--	Jun 30, 26	-13.06K	--
Mariner, LLC	--	Jun 30, 26	-5.68K	--
GTS SECURITIES LLC	--	Jun 30, 26	-37.40K	--
ZACKS INVESTMENT MANAGEMENT	--	Jun 30, 26	-7.84K	--
HRT FINANCIAL LP	--	Jun 30, 26	-10.52K	--
Raleigh Capital Management Inc.	--	Jun 30, 26	-38	--
MAI Capital Management	--	Jun 30, 26	-307	--
Western Wealth Management, LLC	--	Jun 30, 26	-392	--
CWM, LLC	254.07K	Mar 31, 26	-14.11K	1.39%
U.S. Capital Wealth Advisors, LLC	7.35K	Mar 31, 26	-652	0.04%
Sterling Manor Financial, LLC	3.99K	Mar 31, 26	-486	0.02%
JOURNEY STRATEGIC WEALTH LLC	2.88K	Mar 31, 26	-240	0.02%
Austin Private Wealth, LLC	33.32K	Dec 31, 25	-1.22K	0.18%
MLG Wealth Management DBA Pine Grove Financial Group	14.88K	Dec 31, 25	+14.88K	0.08%
High Falls Advisors, Inc	4.28K	Dec 31, 25	--	0.02%
COMERICA BANK	3.60K	Dec 31, 25	-323	0.02%
CIBC Private Wealth Group, LLC	1.38K	Dec 31, 25	+1.38K	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-136	--
Copperleaf Capital, LLC	12.07K	Sep 30, 25	-420	0.07%
Elios Financial Group Inc.	38.24K	Jun 30, 25	-4.84K	0.21%
AVANTAX ADVISORY SERVICES, INC.	24.63K	Jun 30, 25	+808	0.13%
DOHJ, LLC	17.15K	Jun 30, 25	+581	0.09%
Atria Wealth Solutions, Inc.	16.36K	Jun 30, 25	-92.54K	0.09%
First Horizon Advisors, Inc.	12.92K	Jun 30, 25	+4.39K	0.07%
My Legacy Advisors, LLC	6.46K	Jun 30, 25	-1.10K	0.04%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.63K	Jun 30, 25	+1.63K	0.01%
Capital A Wealth Management, LLC	--	Jun 30, 25	-815	--
Orion Portfolio Solutions, LLC	31.83K	Mar 31, 25	+1.79K	0.17%
Maiden Cove Capital, LLC	12.67K	Dec 31, 24	-1.98K	0.07%
Sugarloaf Wealth Management, LLC	178	Dec 31, 24	-4.60K	0.00%
Raymond James Financial Services Advisors, Inc.	4.94K	Sep 30, 24	+4.94K	0.03%
TCWP LLC	44.72K	Jun 30, 24	-2.35K	0.24%
BlackRock Inc.	2.40K	Jun 30, 24	-145	0.01%
CREDIT SUISSE AG/	1.78M	Mar 31, 24	+200.00K	9.78%
Cetera Advisors LLC	58.15K	Mar 31, 24	+27.90K	0.32%
Cetera Advisor Networks LLC	57.35K	Mar 31, 24	-1.12K	0.31%
WEALTHSOURCE PARTNERS, LLC	69.23K	Dec 31, 23	+10.49K	0.38%
DFPG INVESTMENTS, LLC	38.66K	Dec 31, 23	+239	0.21%
COMERICA SECURITIES,INC.	9.02K	Sep 30, 23	+2.71K	0.05%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	--	Sep 30, 23	-5.13K	--
55I, LLC	199.44K	Sep 30, 22	+94.01K	1.09%
American Portfolios Advisors	1.19K	Sep 30, 22	+523	0.01%
BINGHAM OSBORN & SCARBOROUGH LLC	8.00K	Sep 30, 21	+8.00K	0.04%

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Holder

Date

Change

% Held

Varma Mutual Pension Insurance Co

4.81M

Jun 30, 26

26.36%

ENVESTNET ASSET MANAGEMENT INC

4.22M

Jun 30, 26

-207.59K

23.10%

LPL Financial LLC

1.23M

Jun 30, 26

+19.90K

6.75%

Envestnet Portfolio Solutions, Inc.

803.99K

Jun 30, 26

-39.63K

4.40%

JPMORGAN CHASE & CO

730.45K

Jun 30, 26

-16.78K

4.00%

PARK AVENUE SECURITIES LLC

419.36K

Jun 30, 26

-14.23K

2.30%

Cetera Investment Advisers

280.59K

Jun 30, 26

-11.70K

1.54%

MML INVESTORS SERVICES, LLC

232.62K

Jun 30, 26

+28.65K

1.27%

SOFI WEALTH, LLC

148.58K

Jun 30, 26

+27.09K

0.81%

Janney Montgomery Scott LLC

142.89K

Jun 30, 26

-633

0.78%

One Wealth Advisors, LLC

131.08K

Jun 30, 26

-1.13K

0.72%

THRIVENT FINANCIAL FOR LUTHERANS

124.47K

Jun 30, 26

+10.81K

0.68%

ASSETMARK, INC

112.78K

Jun 30, 26

-5.22K

0.62%

ROYAL BANK OF CANADA

101.94K

Jun 30, 26

+6.45K

0.56%

Avise Financial Cooperative, Inc.

99.01K

Jun 30, 26

-13.89K

0.54%

GeoWealth Management, LLC

80.71K

Jun 30, 26

+12.00K

0.44%

Advisory Services Network, LLC

80.40K

Jun 30, 26

-2.39K

0.44%

Archer Investment Management, LLC

73.55K

Jun 30, 26

-8.93K

0.40%

Resources Investment Advisors, LLC.

66.57K

Jun 30, 26

-3.78K

0.36%

Integrated Wealth Concepts LLC

65.31K

Jun 30, 26

+4.41K

0.36%

Cerity Partners LLC

65.14K

Jun 30, 26

+4.36K

0.36%

Sanctuary Advisors, LLC

63.94K

Jun 30, 26

+2.44K

0.35%

Horst & Graben Wealth Management LLC

58.72K

Jun 30, 26

-5.86K

0.32%

Equitable Holdings, Inc.

58.36K

Jun 30, 26

-3.25K

0.32%

Perigon Wealth Management, LLC

56.76K

Jun 30, 26

+3.26K

0.31%

Merit Financial Group, LLC

55.96K

Jun 30, 26

+2.96K

0.31%

Sharkey, Howes & Javer

55.81K

Jun 30, 26

-1.14K

0.31%

Steward Partners Investment Advisory, LLC

54.88K

Jun 30, 26

+2.33K

0.30%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

54.79K

Jun 30, 26

-11.46K

0.30%

Cambridge Investment Research Advisors, Inc.

54.13K

Jun 30, 26

-1.82K

0.30%

NewEdge Advisors, LLC

53.80K

Jun 30, 26

+13.29K

0.29%

Bank of New York Mellon Corp

50.37K

Jun 30, 26

-4.64K

0.28%

Brinker Capital Investments, LLC

49.76K

Jun 30, 26

+2.89K

0.27%

Davis Wealth Advisors, LLC

49.05K

Jun 30, 26

+4.64K

0.27%

SigFig Wealth Management, LLC

45.03K

Jun 30, 26

-2.02K

0.25%

MGO ONE SEVEN LLC

42.70K

Jun 30, 26

-2.33K

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

41.48K

Jun 30, 26

+880

0.23%

RAYMOND JAMES FINANCIAL INC

41.40K

Jun 30, 26

+18.49K

0.23%

Vise Technologies, Inc.

38.22K

Jun 30, 26

+38.22K

0.21%

ADVISOR GROUP HOLDINGS, INC.

37.72K

Jun 30, 26

+2.68K

0.21%

Farther Finance Advisors, LLC

32.41K

Jun 30, 26

+2.19K

0.18%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

31.60K

Jun 30, 26

+31.60K

0.17%

Concurrent Investment Advisors, LLC

29.81K

Jun 30, 26

+3.03K

0.16%

MA Private Wealth

28.31K

Jun 30, 26

-814

0.16%

Pensionmark Financial Group, LLC

28.21K

Jun 30, 26

-125

0.15%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.53K

Jun 30, 26

-29.16K

0.13%

HighTower Advisors, LLC

23.45K

Jun 30, 26

+704

0.13%

RFG Advisory, LLC

22.93K

Jun 30, 26

-1.06K

0.13%

SAGESPRING WEALTH PARTNERS, LLC

22.91K

Jun 30, 26

-65

0.13%

OpenArc Corporate Advisory, LLC

22.12K

Jun 30, 26

-1.02K

0.12%

Aptus Capital Advisors, LLC

21.77K

Jun 30, 26

-1.91K

0.12%

Regal Investment Advisors LLC

21.56K

Jun 30, 26

-412

0.12%

Snowden Capital Advisors LLC

21.17K

Jun 30, 26

-1.38K

0.12%

Skyline Advisors, Inc.

21.14K

Jun 30, 26

+3.18K

0.12%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

20.39K

Jun 30, 26

-1.83K

0.11%

KESTRA PRIVATE WEALTH SERVICES, LLC

19.98K

Jun 30, 26

+1.74K

0.11%

Wealth Alliance

19.55K

Jun 30, 26

-817

0.11%

Savvy Advisors, Inc.

17.63K

Jun 30, 26

+321

0.10%

ONE WEALTH CAPITAL MANAGEMENT, LLC

16.89K

Jun 30, 26

+800

0.09%

Keystone Financial Services

16.61K

Jun 30, 26

+958

0.09%

ZENITH SOLUTIONS, INC.

16.52K

Jun 30, 26

+16.52K

0.09%

RCS Financial Planning, LLC

15.81K

Jun 30, 26

-527

0.09%

EverSource Wealth Advisors, LLC

15.04K

Jun 30, 26

+1.60K

0.08%

Ashton Thomas Private Wealth, LLC

14.88K

Jun 30, 26

+9.70K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

14.66K

Jun 30, 26

+521

0.08%

LIFELONG WEALTH ADVISORS, INC.

14.37K

Jun 30, 26

-517

0.08%

Navigation Group, LLC

14.22K

Jun 30, 26

+66

0.08%

Gateway Wealth Partners, LLC

14.11K

Jun 30, 26

-15.74K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

14.08K

Jun 30, 26

+14.08K

0.08%

THEORY FINANCIAL LLC

13.72K

Jun 30, 26

+642

0.08%

LifePlan Investment Advisors, Inc.

13.45K

Jun 30, 26

-1.71K

0.07%

Beacon Pointe Advisors, LLC

13.21K

Jun 30, 26

+13.21K

0.07%

DIVERSIFY WEALTH MANAGEMENT, LLC

12.88K

Jun 30, 26

-2.01K

0.07%

Diversify Advisory Services, LLC

12.88K

Jun 30, 26

+12.88K

0.07%

Hoxton Planning & Management, LLC

12.56K

Jun 30, 26

+1.47K

0.07%

CoreCap Advisors, LLC

12.45K

Jun 30, 26

-111

0.07%

EQ LLC

12.32K

Jun 30, 26

-1.38K

0.07%

Atria Investments, Inc

11.75K

Jun 30, 26

-3.44K

0.06%

Asempa Wealth Advisors

11.39K

Jun 30, 26

-18

0.06%

CreativeOne Wealth, LLC

11.20K

Jun 30, 26

-8.48K

0.06%

Cornerstone Planning Group LLC

10.92K

Jun 30, 26

+411

0.06%

Venturi Wealth Management, LLC

10.67K

Jun 30, 26

+94

0.06%

Sound View Wealth Advisors Group, LLC

10.41K

Jun 30, 26

-318

0.06%

Capital Analysts, LLC

10.15K

Jun 30, 26

+1.45K

0.06%

West Wealth Group, LLC

9.99K

Jun 30, 26

-72

0.05%

Traveka Wealth, LLC

9.15K

Jun 30, 26

+1.17K

0.05%

Tempus Wealth Planning, LLC

9.02K

Jun 30, 26

-384

0.05%

Strategic Blueprint, LLC

8.94K

Jun 30, 26

-130

0.05%

WEALTHGARDEN F.S. LLC

8.88K

Jun 30, 26

-195

0.05%

UBS Group AG

8.77K

Jun 30, 26

+611

0.05%

BEACON FINANCIAL GROUP

8.71K

Jun 30, 26

-73

0.05%

Oregon Pacific Wealth Management, LLC

8.61K

Jun 30, 26

-697

0.05%

Trilogy Capital Inc.

8.38K

Jun 30, 26

+70

0.05%

Focus Financial Network, Inc.

8.37K

Jun 30, 26

+3.19K

0.05%

AE Wealth Management LLC

8.29K

Jun 30, 26

+2.65K

0.05%

WBH ADVISORY INC

8.25K

Jun 30, 26

-407

0.05%

Cypress Wealth Services, LLC

8.09K

Jun 30, 26

+103

0.04%

Gen-Wealth Partners Inc

8.04K

Jun 30, 26

+874

0.04%

SRS Capital Advisors, Inc.

7.74K

Jun 30, 26

+7.74K

0.04%

Bison Wealth, LLC

7.74K

Jun 30, 26

+18

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

7.67K

Jun 30, 26

+7.67K

0.04%

Capital Asset Advisory Services LLC

7.67K

Jun 30, 26

-360

0.04%

Ascent Group, LLC

7.65K

Jun 30, 26

+800

0.04%

Maia Wealth LLC

7.30K

Jun 30, 26

+160

0.04%

ABSOLUTE CAPITAL MANAGEMENT, LLC

7.07K

Jun 30, 26

+2.92K

0.04%

CFS Investment Advisory Services, LLC

7.03K

Jun 30, 26

-148

0.04%

Spectrum Planning & Advisory Services Inc.

6.68K

Jun 30, 26

-1.74K

0.04%

MBE Wealth Management, LLC

6.68K

Jun 30, 26

-981

0.04%

Patriot Financial Group Insurance Agency, LLC

6.65K

Jun 30, 26

-8.65K

0.04%

Centurion Wealth Management LLC

6.22K

Jun 30, 26

+169

0.03%

JB Capital LLC

6.21K

Jun 30, 26

-238

0.03%

Van Hulzen Asset Management, LLC

6.07K

Jun 30, 26

0.03%

HARBOUR INVESTMENTS, INC.

5.88K

Jun 30, 26

-215

0.03%

ENDEAVOR PRIVATE WEALTH, INC.

5.79K

Jun 30, 26

-357

0.03%

Kestra Investment Management, LLC

5.66K

Jun 30, 26

-93

0.03%

Sovran Advisors, LLC

5.63K

Jun 30, 26

-12

0.03%

Vantus Wealth LLC

5.60K

Jun 30, 26

+5.60K

0.03%

Sovereign Financial Group, Inc.

5.51K

Jun 30, 26

+1.08K

0.03%

Advyzon Investment Management, LLC

5.45K

Jun 30, 26

0.03%

GTS FINANCIAL, LLC

5.21K

Jun 30, 26

+36

0.03%

Insight Wealth Strategies, LLC

5.20K

Jun 30, 26

+71

0.03%

Braun-Bostich & Associates Inc.

5.13K

Jun 30, 26

-303

0.03%

Ally Invest Advisors Inc.

5.04K

Jun 30, 26

+115

0.03%

WRAPMANAGER INC

5.00K

Jun 30, 26

-43

0.03%

Buttonwood Financial Group, LLC

4.91K

Jun 30, 26

-314

0.03%

PW Nova Financial Services LLC

4.88K

Jun 30, 26

+4.88K

0.03%

Godfrey Financial Associates, Inc.

4.67K

Jun 30, 26

0.03%

Perennial Investment Advisors, LLC

4.66K

Jun 30, 26

+917

0.03%

Legacy Financial Group LLC

4.49K

Jun 30, 26

+1.56K

0.02%

Transamerica Financial Advisors, Inc.

4.49K

Jun 30, 26

+2.26K

0.02%

Williams Financial, LLC

4.46K

Jun 30, 26

+4.46K

0.02%

TWIN PEAKS WEALTH ADVISORS, LLC

4.42K

Jun 30, 26

+276

0.02%

Russell Investments Group, Ltd.

4.26K

Jun 30, 26

+4.26K

0.02%

Hopwood Nicholas Hunter

4.09K

Jun 30, 26

-433

0.02%

Apollon Wealth Management, LLC

4.03K

Jun 30, 26

-1.14K

0.02%

Vestmark Advisory Solutions, Inc.

4.01K

Jun 30, 26

+4.01K

0.02%

BANK OF HAWAII

3.97K

Jun 30, 26

0.02%

Investor's Fiduciary Advisor Network, LLC

3.97K

Jun 30, 26

-27.05K

0.02%

Valtinson Bruner Financial Planning LLC

3.93K

Jun 30, 26

0.02%

W.H. Cornerstone Investments Inc.

3.91K

Jun 30, 26

+230

0.02%

NORTHLAND SECURITIES, INC.

3.90K

Jun 30, 26

-234

0.02%

CURTIS WEALTH MANAGEMENT LLC

3.86K

Jun 30, 26

-368

0.02%

IHT Wealth Management, LLC

3.81K

Jun 30, 26

-2.34K

0.02%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

3.77K

Jun 30, 26

-73

0.02%

Holistic Planning, LLC

3.75K

Jun 30, 26

-1.31K

0.02%

Urban Wealth Management, LLC

3.71K

Jun 30, 26

-246

0.02%

Meridian Wealth Management, LLC

3.67K

Jun 30, 26

-10

0.02%

AQR CAPITAL MANAGEMENT LLC

3.52K

Jun 30, 26

-88

0.02%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

3.50K

Jun 30, 26

+3.50K

0.02%

WEDBUSH SECURITIES INC

3.49K

Jun 30, 26

-1.23K

0.02%

Csenge Advisory Group

3.46K

Jun 30, 26

-258

0.02%

MKT Advisors LLC

3.45K

Jun 30, 26

+60

0.02%

J.W. COLE ADVISORS, INC.

3.45K

Jun 30, 26

-235

0.02%

Rockefeller Capital Management L.P.

3.38K

Jun 30, 26

-2.07K

0.02%

EHRLICH FINANCIAL GROUP

3.24K

Jun 30, 26

+232

0.02%

Vertex Planning Partners, LLC

3.24K

Jun 30, 26

0.02%

Kestra Advisory Services, LLC

3.21K

Jun 30, 26

0.02%

JFS WEALTH ADVISORS, LLC

3.20K

Jun 30, 26

-351

0.02%

Golden State Wealth Management, LLC

3.19K

Jun 30, 26

-498

0.02%

Goldstein Advisors, LLC

3.12K

Jun 30, 26

-294

0.02%

Two West Capital Advisors LLC

3.03K

Jun 30, 26

+3.03K

0.02%

Rossby Financial, LCC

3.02K

Jun 30, 26

-349

0.02%

SAX WEALTH ADVISORS, LLC

3.00K

Jun 30, 26

+3.00K

0.02%

Eqis Capital Management, Inc.

2.94K

Jun 30, 26

+27

0.02%

FIFTH THIRD BANCORP

2.90K

Jun 30, 26

-290

0.02%

Mount Yale Investment Advisors, LLC

2.72K

Jun 30, 26

+2.72K

0.01%

Plan Group Financial, LLC

2.66K

Jun 30, 26

-289

0.01%

Founders Financial Alliance, LLC

2.65K

Jun 30, 26

+2.65K

0.01%

Drucker Wealth 3.0, LLC

2.65K

Jun 30, 26

-442

0.01%

KELLY FINANCIAL GROUP LLC

2.64K

Jun 30, 26

+2.64K

0.01%

Sigma Planning Corp

2.61K

Jun 30, 26

+2.61K

0.01%

Physician Wealth Advisors, Inc.

2.42K

Jun 30, 26

+136

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

2.31K

Jun 30, 26

+588

0.01%

BlackRock, Inc.

1.85K

Jun 30, 26

-64

0.01%

Global Retirement Partners, LLC

1.84K

Jun 30, 26

+1.84K

0.01%

Continuum Advisory, LLC

1.73K

Jun 30, 26

+1.73K

0.01%

Birchwood Financial Partners, Inc.

1.31K

Jun 30, 26

0.01%

MORGAN STANLEY

1.29K

Jun 30, 26

-973

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.13K

Jun 30, 26

-167

0.01%

Parallel Advisors, LLC

1.02K

Jun 30, 26

+1.02K

0.01%

EFG International AG

942

Jun 30, 26

-28

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

903

Jun 30, 26

+164

0.00%

NBT BANK N A /NY

736

Jun 30, 26

0.00%

IFG Advisory, LLC

691

Jun 30, 26

+691

0.00%

First Bancorp, Inc /ME/

644

Jun 30, 26

+644

0.00%

Buck Wealth Strategies, LLC

632

Jun 30, 26

+632

0.00%

Commonwealth Retirement Investments LLC

595

Jun 30, 26

+595

0.00%

WealthShield Partners, LLC

478

Jun 30, 26

+11

0.00%

WELLS FARGO & COMPANY/MN

473

Jun 30, 26

+111

0.00%

Timbuktu Capital Management, LLC

458

Jun 30, 26

+458

0.00%

Olistico Wealth, LLC

455

Jun 30, 26

+300

0.00%

BARRETT & COMPANY, INC.

445

Jun 30, 26

0.00%

Clean Yield Group

416

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

389

Jun 30, 26

-14

0.00%

Kilter Group LLC

388

Jun 30, 26

-17

0.00%

Wellington Grp LLC

382

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

333

Jun 30, 26

0.00%

MATHER GROUP, LLC.

310

Jun 30, 26

-11

0.00%

IFP Advisors, Inc

276

Jun 30, 26

-260

0.00%

Hanson & Doremus Investment Management

266

Jun 30, 26

0.00%

Archer Investment Corp

227

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

206

Jun 30, 26

+206

0.00%

Clearstead Advisors, LLC

162

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

Jun 30, 26

+86

0.00%

Key Capital Management, INC

Jun 30, 26

-6

0.00%

TUCKER ASSET MANAGEMENT LLC

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

-325

WFA of San Diego, LLC

Jun 30, 26

-762

J. Mark Nickell & Co.

Jun 30, 26

-8.21K

Talisman Wealth Advisors LLC

Jun 30, 26

-6.19K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-896

Brendel Financial Advisors LLC

Jun 30, 26

-13.06K

Mariner, LLC

Jun 30, 26

-5.68K

GTS SECURITIES LLC

Jun 30, 26

-37.40K

ZACKS INVESTMENT MANAGEMENT

Jun 30, 26

-7.84K

HRT FINANCIAL LP

Jun 30, 26

-10.52K

Raleigh Capital Management Inc.

Jun 30, 26

-38

MAI Capital Management

Jun 30, 26

-307

Western Wealth Management, LLC

Jun 30, 26

-392

CWM, LLC

254.07K

Mar 31, 26

-14.11K

1.39%

U.S. Capital Wealth Advisors, LLC

7.35K

Mar 31, 26

-652

0.04%

Sterling Manor Financial, LLC

3.99K

Mar 31, 26

-486

0.02%

JOURNEY STRATEGIC WEALTH LLC

2.88K

Mar 31, 26

-240

0.02%

Austin Private Wealth, LLC

33.32K

Dec 31, 25

-1.22K

0.18%

MLG Wealth Management DBA Pine Grove Financial Group

14.88K

Dec 31, 25

+14.88K

0.08%

High Falls Advisors, Inc

4.28K

Dec 31, 25

0.02%

COMERICA BANK

3.60K

Dec 31, 25

-323

0.02%

CIBC Private Wealth Group, LLC

1.38K

Dec 31, 25

+1.38K

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-136

Copperleaf Capital, LLC

12.07K

Sep 30, 25

-420

0.07%

Elios Financial Group Inc.

38.24K

Jun 30, 25

-4.84K

0.21%

AVANTAX ADVISORY SERVICES, INC.

24.63K

Jun 30, 25

+808

0.13%

DOHJ, LLC

17.15K

Jun 30, 25

+581

0.09%

Atria Wealth Solutions, Inc.

16.36K

Jun 30, 25

-92.54K

0.09%

First Horizon Advisors, Inc.

12.92K

Jun 30, 25

+4.39K

0.07%

My Legacy Advisors, LLC

6.46K

Jun 30, 25

-1.10K

0.04%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.63K

Jun 30, 25

+1.63K

0.01%

Capital A Wealth Management, LLC

Jun 30, 25

-815

Orion Portfolio Solutions, LLC

31.83K

Mar 31, 25

+1.79K

0.17%

Maiden Cove Capital, LLC

12.67K

Dec 31, 24

-1.98K

0.07%

Sugarloaf Wealth Management, LLC

178

Dec 31, 24

-4.60K

0.00%

Raymond James Financial Services Advisors, Inc.

4.94K

Sep 30, 24

+4.94K

0.03%

TCWP LLC

44.72K

Jun 30, 24

-2.35K

0.24%

BlackRock Inc.

2.40K

Jun 30, 24

-145

0.01%

CREDIT SUISSE AG/

1.78M

Mar 31, 24

+200.00K

9.78%

Cetera Advisors LLC

58.15K

Mar 31, 24

+27.90K

0.32%

Cetera Advisor Networks LLC

57.35K

Mar 31, 24

-1.12K

0.31%

WEALTHSOURCE PARTNERS, LLC

69.23K

Dec 31, 23

+10.49K

0.38%

DFPG INVESTMENTS, LLC

38.66K

Dec 31, 23

+239

0.21%

COMERICA SECURITIES,INC.

9.02K

Sep 30, 23

+2.71K

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-5.13K

55I, LLC

199.44K

Sep 30, 22

+94.01K

1.09%

American Portfolios Advisors

1.19K

Sep 30, 22

+523

0.01%

BINGHAM OSBORN & SCARBOROUGH LLC

8.00K

Sep 30, 21

+8.00K

0.04%