Franklin U.S. Low Volatility High Dividend Index ETF(LVHD)

$45.07—

Chart

Franklin U.S. Low Volatility High Dividend Index ETF(LVHD)

NASDAQ

$45.07—

Chart Studio

LVHD(LVHD)

LVHD

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

Institutional Ownership

Top 149 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.01M	Mar 31, 26	-44.59K	7.40%
Financial Engines Advisors L.L.C.	967.23K	Mar 31, 26	-32.75K	7.11%
LPL Financial LLC	744.26K	Mar 31, 26	-3.53K	5.47%
BANK OF AMERICA CORP /DE/	602.09K	Mar 31, 26	+5.34K	4.42%
UBS Group AG	423.06K	Mar 31, 26	+12.77K	3.11%
WELLS FARGO & COMPANY/MN	258.73K	Mar 31, 26	+2.79K	1.90%
RAYMOND JAMES FINANCIAL INC	219.29K	Mar 31, 26	-356	1.61%
COMMONWEALTH EQUITY SERVICES, LLC	183.53K	Mar 31, 26	+2.21K	1.35%
Sequent Planning LLC	170.03K	Mar 31, 26	+7.31K	1.25%
Private Advisor Group, LLC	160.96K	Mar 31, 26	-2.21K	1.18%
Sovereign Investment Advisors, LLC	153.62K	Mar 31, 26	+1.65K	1.13%
ROYAL BANK OF CANADA	145.37K	Mar 31, 26	-19.66K	1.07%
Cetera Investment Advisers	139.31K	Mar 31, 26	-29.88K	1.02%
JONES FINANCIAL COMPANIES LLLP	98.91K	Mar 31, 26	+15.39K	0.73%
GOLDMAN SACHS GROUP INC	94.45K	Mar 31, 26	+38.10K	0.69%
Allworth Financial LP	91.97K	Mar 31, 26	-1.51K	0.68%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	70.53K	Mar 31, 26	-4.12K	0.52%
CITIGROUP INC	68.60K	Mar 31, 26	+52.51K	0.50%
Wealthcare Advisory Partners LLC	62.76K	Mar 31, 26	-810	0.46%
Triad Wealth Partners, LLC	62.43K	Mar 31, 26	+15.58K	0.46%
ENVESTNET ASSET MANAGEMENT INC	51.59K	Mar 31, 26	+23.26K	0.38%
Baird Financial Group, Inc.	49.25K	Mar 31, 26	+2.19K	0.36%
ADVISOR GROUP HOLDINGS, INC.	49.18K	Mar 31, 26	+2.29K	0.36%
JT Stratford LLC	48.73K	Mar 31, 26	-408	0.36%
GTS SECURITIES LLC	45.65K	Mar 31, 26	+45.65K	0.34%
TWO SIGMA INVESTMENTS, LP	43.60K	Mar 31, 26	+43.60K	0.32%
Janney Montgomery Scott LLC	39.52K	Mar 31, 26	-3.98K	0.29%
XML Financial, LLC	38.84K	Mar 31, 26	-6.00K	0.29%
STIFEL FINANCIAL CORP	38.60K	Mar 31, 26	-1.76K	0.28%
Kestra Advisory Services, LLC	35.95K	Mar 31, 26	+5.81K	0.26%
Anson Capital, Inc.	35.53K	Mar 31, 26	+3.73K	0.26%
CWM, LLC	35.52K	Mar 31, 26	+9.32K	0.26%
Cambridge Investment Research Advisors, Inc.	33.78K	Mar 31, 26	-708	0.25%
Arkadios Wealth Advisors	33.56K	Mar 31, 26	+20.98K	0.25%
JPMORGAN CHASE & CO	30.40K	Mar 31, 26	-991	0.22%
Independent Advisor Alliance	28.95K	Mar 31, 26	+28.95K	0.21%
AMERIPRISE FINANCIAL INC	26.57K	Mar 31, 26	+2.19K	0.20%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.51K	Mar 31, 26	-11.10K	0.18%
Sanctuary Advisors, LLC	23.96K	Mar 31, 26	+1.19K	0.18%
Centurion Wealth Management LLC	23.83K	Mar 31, 26	-15.61K	0.18%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	21.42K	Mar 31, 26	+21.42K	0.16%
Wealthcare Capital Partners, LLC	20.86K	Mar 31, 26	+4.67K	0.15%
Farther Finance Advisors, LLC	20.66K	Mar 31, 26	+103	0.15%
Integrated Wealth Concepts LLC	19.94K	Mar 31, 26	+454	0.15%
Pallas Capital Advisors LLC	16.63K	Mar 31, 26	-655	0.12%
Prospera Financial Services Inc	16.44K	Mar 31, 26	+2.18K	0.12%
MERCER GLOBAL ADVISORS INC /ADV	15.67K	Mar 31, 26	+15.67K	0.12%
First Heartland Consultants, Inc.	14.71K	Mar 31, 26	+210	0.11%
Mariner, LLC	14.48K	Mar 31, 26	-2.87K	0.11%
STEPHENS INC /AR/	14.46K	Mar 31, 26	+485	0.11%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	12.55K	Mar 31, 26	--	0.09%
PNC FINANCIAL SERVICES GROUP, INC.	11.51K	Mar 31, 26	+585	0.08%
Private Advisory Group LLC	11.42K	Mar 31, 26	+11.42K	0.08%
NewEdge Advisors, LLC	9.83K	Mar 31, 26	-771	0.07%
LongView Wealth Management	9.60K	Mar 31, 26	+812	0.07%
MML INVESTORS SERVICES, LLC	8.93K	Mar 31, 26	-1.29K	0.07%
Atomi Financial Group, Inc.	8.65K	Mar 31, 26	+8.65K	0.06%
Atria Investments, Inc	8.13K	Mar 31, 26	-86	0.06%
WBH ADVISORY INC	7.97K	Mar 31, 26	-4.05K	0.06%
Concurrent Investment Advisors, LLC	7.84K	Mar 31, 26	-26	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.66K	Mar 31, 26	-1.14K	0.06%
Sepio Capital, LP	7.57K	Mar 31, 26	--	0.06%
TD Waterhouse Canada Inc.	7.45K	Mar 31, 26	--	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	7.07K	Mar 31, 26	-1.20K	0.05%
Bank of New York Mellon Corp	6.83K	Mar 31, 26	+6.83K	0.05%
Intrepid Financial Planning Group LLC	6.05K	Mar 31, 26	--	0.04%
Pensionmark Financial Group, LLC	6.04K	Mar 31, 26	+26	0.04%
Mill Creek Capital Advisors, LLC	5.81K	Mar 31, 26	-1.14K	0.04%
Advisory Services Network, LLC	5.42K	Mar 31, 26	+5	0.04%
FLORIDA FINANCIAL ADVISORS, LLC	5.41K	Mar 31, 26	+5.41K	0.04%
Stratos Wealth Partners, LTD.	5.10K	Mar 31, 26	-1.43K	0.04%
Investors Research Corp	5.08K	Mar 31, 26	+131	0.04%
TRUIST FINANCIAL CORP	5.05K	Mar 31, 26	+5.05K	0.04%
D.A. DAVIDSON & CO.	4.94K	Mar 31, 26	+4.94K	0.04%
SYKON CAPITAL LLC	4.79K	Mar 31, 26	-5.86K	0.04%
Equitable Holdings, Inc.	4.73K	Mar 31, 26	+4.73K	0.03%
HARBOUR INVESTMENTS, INC.	3.69K	Mar 31, 26	+217	0.03%
Western Wealth Management, LLC	2.61K	Mar 31, 26	+2.61K	0.02%
Key FInancial Inc	2.60K	Mar 31, 26	--	0.02%
PRIVATE TRUST CO NA	2.41K	Mar 31, 26	--	0.02%
SRS Capital Advisors, Inc.	2.33K	Mar 31, 26	+25	0.02%
FMR LLC	1.58K	Mar 31, 26	-101	0.01%
FIFTH THIRD BANCORP	1.47K	Mar 31, 26	+1.47K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.42K	Mar 31, 26	+732	0.01%
Rockefeller Capital Management L.P.	1.28K	Mar 31, 26	+7	0.01%
Hurley Capital, LLC	1.25K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	1.25K	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	1.00K	Mar 31, 26	--	0.01%
Federation des caisses Desjardins du Quebec	880	Mar 31, 26	--	0.01%
Westfuller Advisors, LLC	683	Mar 31, 26	+7	0.01%
NVWM, LLC	630	Mar 31, 26	-56	0.00%
ALBION FINANCIAL GROUP /UT	511	Mar 31, 26	-66	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	450	Mar 31, 26	--	0.00%
AE Wealth Management LLC	330	Mar 31, 26	-3.51K	0.00%
MAI Capital Management	300	Mar 31, 26	--	0.00%
SWAN Capital LLC	274	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	253	Mar 31, 26	+253	0.00%
Sunbelt Securities, Inc.	250	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	213	Mar 31, 26	--	0.00%
Triumph Capital Management	200	Mar 31, 26	--	0.00%
BlackRock, Inc.	200	Mar 31, 26	+200	0.00%
Parallel Advisors, LLC	168	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	165	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	152	Mar 31, 26	+2	0.00%
Dunhill Financial, LLC	110	Mar 31, 26	+1	0.00%
VANGUARD ADVISERS INC	72	Mar 31, 26	+72	0.00%
Russell Investments Group, Ltd.	26	Mar 31, 26	+12	0.00%
IFP Advisors, Inc	16	Mar 31, 26	+16	0.00%
Transamerica Financial Advisors, Inc.	2	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	--	Mar 31, 26	-571	--
IFG Advisory, LLC	--	Mar 31, 26	-67.44K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-3.94K	--
Founders Financial Alliance, LLC	--	Mar 31, 26	-83	--
Raleigh Capital Management Inc.	--	Mar 31, 26	-344	--
PLANWISER FINANCIAL, LLC	--	Mar 31, 26	-61.87K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-11.69K	--
COMERICA BANK	1.47K	Dec 31, 25	+500	0.01%
CIBC Private Wealth Group, LLC	482	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	60	Dec 31, 25	-2.96K	0.00%
WETHERBY ASSET MANAGEMENT INC	15.41K	Sep 30, 25	-300	0.11%
Apexium Financial, LP	13.47K	Sep 30, 25	-522	0.10%
SYNOVUS FINANCIAL CORP	9.34K	Sep 30, 25	--	0.07%
AVANTAX ADVISORY SERVICES, INC.	197.98K	Jun 30, 25	-513	1.45%
IronOak Wealth LLC.	40.88K	Jun 30, 25	+40.88K	0.30%
Atria Wealth Solutions, Inc.	12.47K	Jun 30, 25	+10	0.09%
Good Life Advisors, LLC	5.93K	Jun 30, 25	+9	0.04%
Householder Group Estate & Retirement Specialist, LLC	269	Dec 31, 24	+2	0.00%
RAYMOND JAMES & ASSOCIATES	98.58K	Sep 30, 24	+935	0.72%
Raymond James Financial Services Advisors, Inc.	63.93K	Sep 30, 24	-2.05K	0.47%
Cetera Advisors LLC	39.03K	Mar 31, 24	-76.94K	0.29%
Cetera Advisor Networks LLC	33.10K	Mar 31, 24	-6.51K	0.24%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.56K	Sep 30, 23	-511	0.06%
American Portfolios Advisors	13.37K	Sep 30, 22	+8.14K	0.10%
ACG Wealth	--	Sep 30, 22	-1.40K	--
Fieldpoint Private Securities, LLC	--	Jun 30, 22	-375	--
NEXT Financial Group, Inc	2.28K	Dec 31, 21	+117	0.02%
QS Investors, LLC	5.34M	Jun 30, 21	-143.64K	39.25%
Winslow, Evans & Crocker, Inc.	370	Dec 31, 20	+370	0.00%
Advisor Group, Inc.	11.99K	Dec 31, 19	+300	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	10.59K	Dec 31, 19	+742	0.08%
CXI Advisors	1.62K	Dec 31, 19	+1.62K	0.01%
Sound View Wealth Advisors, LLC	44.68K	Mar 31, 19	+3.12K	0.33%
Edelman Financial Services, LLC	--	Dec 31, 18	-4.61M	--
Vestpro Financial Partners, Inc. dba CPF Texas	126.91K	Sep 30, 18	+3.77K	0.93%
Oak Point Wealth Management	80.58K	Mar 31, 18	+50.70K	0.59%
Hefty Wealth Partners	79.30K	Mar 31, 18	+48.91K	0.58%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-25.45K	--
Commonwealth Equity Services, Inc	215.51K	Jun 30, 17	+8.10K	1.58%
MSI Financial Services Inc	34.85K	Dec 31, 16	+10.75K	0.26%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

1.01M

Mar 31, 26

-44.59K

7.40%

Financial Engines Advisors L.L.C.

967.23K

Mar 31, 26

-32.75K

7.11%

LPL Financial LLC

744.26K

Mar 31, 26

-3.53K

5.47%

BANK OF AMERICA CORP /DE/

602.09K

Mar 31, 26

+5.34K

4.42%

UBS Group AG

423.06K

Mar 31, 26

+12.77K

3.11%

WELLS FARGO & COMPANY/MN

258.73K

Mar 31, 26

+2.79K

1.90%

RAYMOND JAMES FINANCIAL INC

219.29K

Mar 31, 26

-356

1.61%

COMMONWEALTH EQUITY SERVICES, LLC

183.53K

Mar 31, 26

+2.21K

1.35%

Sequent Planning LLC

170.03K

Mar 31, 26

+7.31K

1.25%

Private Advisor Group, LLC

160.96K

Mar 31, 26

-2.21K

1.18%

Sovereign Investment Advisors, LLC

153.62K

Mar 31, 26

+1.65K

1.13%

ROYAL BANK OF CANADA

145.37K

Mar 31, 26

-19.66K

1.07%

Cetera Investment Advisers

139.31K

Mar 31, 26

-29.88K

1.02%

JONES FINANCIAL COMPANIES LLLP

98.91K

Mar 31, 26

+15.39K

0.73%

GOLDMAN SACHS GROUP INC

94.45K

Mar 31, 26

+38.10K

0.69%

Allworth Financial LP

91.97K

Mar 31, 26

-1.51K

0.68%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

70.53K

Mar 31, 26

-4.12K

0.52%

CITIGROUP INC

68.60K

Mar 31, 26

+52.51K

0.50%

Wealthcare Advisory Partners LLC

62.76K

Mar 31, 26

-810

0.46%

Triad Wealth Partners, LLC

62.43K

Mar 31, 26

+15.58K

0.46%

ENVESTNET ASSET MANAGEMENT INC

51.59K

Mar 31, 26

+23.26K

0.38%

Baird Financial Group, Inc.

49.25K

Mar 31, 26

+2.19K

0.36%

ADVISOR GROUP HOLDINGS, INC.

49.18K

Mar 31, 26

+2.29K

0.36%

JT Stratford LLC

48.73K

Mar 31, 26

-408

0.36%

GTS SECURITIES LLC

45.65K

Mar 31, 26

+45.65K

0.34%

TWO SIGMA INVESTMENTS, LP

43.60K

Mar 31, 26

+43.60K

0.32%

Janney Montgomery Scott LLC

39.52K

Mar 31, 26

-3.98K

0.29%

XML Financial, LLC

38.84K

Mar 31, 26

-6.00K

0.29%

STIFEL FINANCIAL CORP

38.60K

Mar 31, 26

-1.76K

0.28%

Kestra Advisory Services, LLC

35.95K

Mar 31, 26

+5.81K

0.26%

Anson Capital, Inc.

35.53K

Mar 31, 26

+3.73K

0.26%

CWM, LLC

35.52K

Mar 31, 26

+9.32K

0.26%

Cambridge Investment Research Advisors, Inc.

33.78K

Mar 31, 26

-708

0.25%

Arkadios Wealth Advisors

33.56K

Mar 31, 26

+20.98K

0.25%

JPMORGAN CHASE & CO

30.40K

Mar 31, 26

-991

0.22%

Independent Advisor Alliance

28.95K

Mar 31, 26

+28.95K

0.21%

AMERIPRISE FINANCIAL INC

26.57K

Mar 31, 26

+2.19K

0.20%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.51K

Mar 31, 26

-11.10K

0.18%

Sanctuary Advisors, LLC

23.96K

Mar 31, 26

+1.19K

0.18%

Centurion Wealth Management LLC

23.83K

Mar 31, 26

-15.61K

0.18%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

21.42K

Mar 31, 26

+21.42K

0.16%

Wealthcare Capital Partners, LLC

20.86K

Mar 31, 26

+4.67K

0.15%

Farther Finance Advisors, LLC

20.66K

Mar 31, 26

+103

0.15%

Integrated Wealth Concepts LLC

19.94K

Mar 31, 26

+454

0.15%

Pallas Capital Advisors LLC

16.63K

Mar 31, 26

-655

0.12%

Prospera Financial Services Inc

16.44K

Mar 31, 26

+2.18K

0.12%

MERCER GLOBAL ADVISORS INC /ADV

15.67K

Mar 31, 26

+15.67K

0.12%

First Heartland Consultants, Inc.

14.71K

Mar 31, 26

+210

0.11%

Mariner, LLC

14.48K

Mar 31, 26

-2.87K

0.11%

STEPHENS INC /AR/

14.46K

Mar 31, 26

+485

0.11%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

12.55K

Mar 31, 26

0.09%

PNC FINANCIAL SERVICES GROUP, INC.

11.51K

Mar 31, 26

+585

0.08%

Private Advisory Group LLC

11.42K

Mar 31, 26

+11.42K

0.08%

NewEdge Advisors, LLC

9.83K

Mar 31, 26

-771

0.07%

LongView Wealth Management

9.60K

Mar 31, 26

+812

0.07%

MML INVESTORS SERVICES, LLC

8.93K

Mar 31, 26

-1.29K

0.07%

Atomi Financial Group, Inc.

8.65K

Mar 31, 26

+8.65K

0.06%

Atria Investments, Inc

8.13K

Mar 31, 26

-86

0.06%

WBH ADVISORY INC

7.97K

Mar 31, 26

-4.05K

0.06%

Concurrent Investment Advisors, LLC

7.84K

Mar 31, 26

-26

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.66K

Mar 31, 26

-1.14K

0.06%

Sepio Capital, LP

7.57K

Mar 31, 26

0.06%

TD Waterhouse Canada Inc.

7.45K

Mar 31, 26

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

7.07K

Mar 31, 26

-1.20K

0.05%

Bank of New York Mellon Corp

6.83K

Mar 31, 26

+6.83K

0.05%

Intrepid Financial Planning Group LLC

6.05K

Mar 31, 26

0.04%

Pensionmark Financial Group, LLC

6.04K

Mar 31, 26

+26

0.04%

Mill Creek Capital Advisors, LLC

5.81K

Mar 31, 26

-1.14K

0.04%

Advisory Services Network, LLC

5.42K

Mar 31, 26

0.04%

FLORIDA FINANCIAL ADVISORS, LLC

5.41K

Mar 31, 26

+5.41K

0.04%

Stratos Wealth Partners, LTD.

5.10K

Mar 31, 26

-1.43K

0.04%

Investors Research Corp

5.08K

Mar 31, 26

+131

0.04%

TRUIST FINANCIAL CORP

5.05K

Mar 31, 26

+5.05K

0.04%

D.A. DAVIDSON & CO.

4.94K

Mar 31, 26

+4.94K

0.04%

SYKON CAPITAL LLC

4.79K

Mar 31, 26

-5.86K

0.04%

Equitable Holdings, Inc.

4.73K

Mar 31, 26

+4.73K

0.03%

HARBOUR INVESTMENTS, INC.

3.69K

Mar 31, 26

+217

0.03%

Western Wealth Management, LLC

2.61K

Mar 31, 26

+2.61K

0.02%

Key FInancial Inc

2.60K

Mar 31, 26

0.02%

PRIVATE TRUST CO NA

2.41K

Mar 31, 26

0.02%

SRS Capital Advisors, Inc.

2.33K

Mar 31, 26

+25

0.02%

FMR LLC

1.58K

Mar 31, 26

-101

0.01%

FIFTH THIRD BANCORP

1.47K

Mar 31, 26

+1.47K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.42K

Mar 31, 26

+732

0.01%

Rockefeller Capital Management L.P.

1.28K

Mar 31, 26

0.01%

Hurley Capital, LLC

1.25K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

1.25K

Mar 31, 26

0.01%

NBC SECURITIES, INC.

1.00K

Mar 31, 26

0.01%

Federation des caisses Desjardins du Quebec

880

Mar 31, 26

0.01%

Westfuller Advisors, LLC

683

Mar 31, 26

0.01%

NVWM, LLC

630

Mar 31, 26

-56

0.00%

ALBION FINANCIAL GROUP /UT

511

Mar 31, 26

-66

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

450

Mar 31, 26

0.00%

AE Wealth Management LLC

330

Mar 31, 26

-3.51K

0.00%

MAI Capital Management

300

Mar 31, 26

0.00%

SWAN Capital LLC

274

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

253

Mar 31, 26

+253

0.00%

Sunbelt Securities, Inc.

250

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

213

Mar 31, 26

0.00%

Triumph Capital Management

200

Mar 31, 26

0.00%

BlackRock, Inc.

200

Mar 31, 26

+200

0.00%

Parallel Advisors, LLC

168

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

165

Mar 31, 26

0.00%

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

152

Mar 31, 26

0.00%

Dunhill Financial, LLC

110

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+72

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

+12

0.00%

IFP Advisors, Inc

Mar 31, 26

+16

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

Mar 31, 26

-571

IFG Advisory, LLC

Mar 31, 26

-67.44K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-3.94K

Founders Financial Alliance, LLC

Mar 31, 26

-83

Raleigh Capital Management Inc.

Mar 31, 26

-344

PLANWISER FINANCIAL, LLC

Mar 31, 26

-61.87K

CITADEL ADVISORS LLC

Mar 31, 26

-11.69K

COMERICA BANK

1.47K

Dec 31, 25

+500

0.01%

CIBC Private Wealth Group, LLC

482

Dec 31, 25

0.00%

Global Retirement Partners, LLC

Dec 31, 25

-2.96K

0.00%

WETHERBY ASSET MANAGEMENT INC

15.41K

Sep 30, 25

-300

0.11%

Apexium Financial, LP

13.47K

Sep 30, 25

-522

0.10%

SYNOVUS FINANCIAL CORP

9.34K

Sep 30, 25

0.07%

AVANTAX ADVISORY SERVICES, INC.

197.98K

Jun 30, 25

-513

1.45%

IronOak Wealth LLC.

40.88K

Jun 30, 25

+40.88K

0.30%

Atria Wealth Solutions, Inc.

12.47K

Jun 30, 25

+10

0.09%

Good Life Advisors, LLC

5.93K

Jun 30, 25

0.04%

Householder Group Estate & Retirement Specialist, LLC

269

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

98.58K

Sep 30, 24

+935

0.72%

Raymond James Financial Services Advisors, Inc.

63.93K

Sep 30, 24

-2.05K

0.47%

Cetera Advisors LLC

39.03K

Mar 31, 24

-76.94K

0.29%

Cetera Advisor Networks LLC

33.10K

Mar 31, 24

-6.51K

0.24%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.56K

Sep 30, 23

-511

0.06%

American Portfolios Advisors

13.37K

Sep 30, 22

+8.14K

0.10%

ACG Wealth

Sep 30, 22

-1.40K

Fieldpoint Private Securities, LLC

Jun 30, 22

-375

NEXT Financial Group, Inc

2.28K

Dec 31, 21

+117

0.02%

QS Investors, LLC

5.34M

Jun 30, 21

-143.64K

39.25%

Winslow, Evans & Crocker, Inc.

370

Dec 31, 20

+370

0.00%

Advisor Group, Inc.

11.99K

Dec 31, 19

+300

0.09%

LADENBURG THALMANN FINANCIAL SERVICES INC.

10.59K

Dec 31, 19

+742

0.08%

CXI Advisors

1.62K

Dec 31, 19

+1.62K

0.01%

Sound View Wealth Advisors, LLC

44.68K

Mar 31, 19

+3.12K

0.33%

Edelman Financial Services, LLC

Dec 31, 18

-4.61M

Vestpro Financial Partners, Inc. dba CPF Texas

126.91K

Sep 30, 18

+3.77K

0.93%

Oak Point Wealth Management

80.58K

Mar 31, 18

+50.70K

0.59%

Hefty Wealth Partners

79.30K

Mar 31, 18

+48.91K

0.58%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-25.45K

Commonwealth Equity Services, Inc

215.51K

Jun 30, 17

+8.10K

1.58%

MSI Financial Services Inc

34.85K

Dec 31, 16

+10.75K

0.26%