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

$44.19—Stale · unknown old

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

NASDAQ • Last print unknown ago

$44.19—Stale · unknown old

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LVHD(LVHD)

LVHD

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Institutional Ownership

Top 167 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	992.54K	Jun 30, 26	-14.75K	7.34%
LPL Financial LLC	764.16K	Jun 30, 26	+19.90K	5.65%
BANK OF AMERICA CORP /DE/	613.81K	Jun 30, 26	+11.72K	4.54%
UBS Group AG	434.36K	Jun 30, 26	+11.30K	3.21%
Financial Engines Advisors L.L.C.	380.00K	Jun 30, 26	-587.23K	2.81%
WELLS FARGO & COMPANY/MN	273.90K	Jun 30, 26	+15.17K	2.03%
RAYMOND JAMES FINANCIAL INC	211.19K	Jun 30, 26	-8.10K	1.56%
COMMONWEALTH EQUITY SERVICES, LLC	180.17K	Jun 30, 26	-3.36K	1.33%
Sequent Planning LLC	176.11K	Jun 30, 26	+6.08K	1.30%
Private Advisor Group, LLC	175.76K	Jun 30, 26	+14.79K	1.30%
ROYAL BANK OF CANADA	175.21K	Jun 30, 26	+29.84K	1.30%
Sovereign Investment Advisors, LLC	154.79K	Jun 30, 26	+1.17K	1.15%
Cetera Investment Advisers	126.00K	Jun 30, 26	-13.30K	0.93%
JONES FINANCIAL COMPANIES LLLP	114.53K	Jun 30, 26	+15.62K	0.85%
CITIGROUP INC	108.17K	Jun 30, 26	+39.57K	0.80%
Toroso Investments, LLC	106.21K	Jun 30, 26	+106.21K	0.79%
GOLDMAN SACHS GROUP INC	90.45K	Jun 30, 26	-4.00K	0.67%
HEFFERNAN ADVISORY, INC	89.02K	Jun 30, 26	-929	0.66%
Allworth Financial LP	86.71K	Jun 30, 26	-5.26K	0.64%
IFG Advisory, LLC	74.93K	Jun 30, 26	+74.93K	0.55%
PERSPECTIVE WEALTH ADVISORS LLC	72.16K	Jun 30, 26	+3.61K	0.53%
Wealthcare Advisory Partners LLC	62.10K	Jun 30, 26	-660	0.46%
ENVESTNET ASSET MANAGEMENT INC	52.03K	Jun 30, 26	+440	0.38%
Baird Financial Group, Inc.	51.21K	Jun 30, 26	+1.96K	0.38%
JT Stratford LLC	49.51K	Jun 30, 26	+776	0.37%
AMERIPRISE FINANCIAL INC	48.47K	Jun 30, 26	+21.90K	0.36%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	44.43K	Jun 30, 26	-26.10K	0.33%
ADVISOR GROUP HOLDINGS, INC.	44.36K	Jun 30, 26	-4.82K	0.33%
Triad Wealth Partners, LLC	42.32K	Jun 30, 26	-20.11K	0.31%
Janney Montgomery Scott LLC	39.68K	Jun 30, 26	+165	0.29%
XML Financial, LLC	38.40K	Jun 30, 26	-443	0.28%
Anson Capital, Inc.	37.93K	Jun 30, 26	+2.40K	0.28%
Arkadios Wealth Advisors	37.18K	Jun 30, 26	+3.61K	0.28%
STIFEL FINANCIAL CORP	35.18K	Jun 30, 26	-3.42K	0.26%
Cambridge Investment Research Advisors, Inc.	33.23K	Jun 30, 26	-554	0.25%
Kestra Advisory Services, LLC	32.88K	Jun 30, 26	-3.06K	0.24%
JPMORGAN CHASE & CO	32.06K	Jun 30, 26	+1.67K	0.24%
Simplicity Wealth,LLC	31.98K	Jun 30, 26	+31.98K	0.24%
CX Institutional	26.20K	Jun 30, 26	+198	0.19%
Wealthcare Capital Partners, LLC	24.38K	Jun 30, 26	+3.52K	0.18%
First Heartland Consultants, Inc.	22.25K	Jun 30, 26	+7.54K	0.16%
Integrated Wealth Concepts LLC	21.70K	Jun 30, 26	+1.75K	0.16%
Centurion Wealth Management LLC	21.58K	Jun 30, 26	-2.25K	0.16%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	21.55K	Jun 30, 26	+130	0.16%
Farther Finance Advisors, LLC	20.74K	Jun 30, 26	+73	0.15%
Sanctuary Advisors, LLC	18.66K	Jun 30, 26	-5.30K	0.14%
Prospera Financial Services Inc	18.55K	Jun 30, 26	+2.11K	0.14%
Pallas Capital Advisors LLC	17.66K	Jun 30, 26	+1.03K	0.13%
MERCER GLOBAL ADVISORS INC /ADV	15.92K	Jun 30, 26	+257	0.12%
Atria Investments, Inc	15.75K	Jun 30, 26	+7.62K	0.12%
STEPHENS INC /AR/	14.46K	Jun 30, 26	--	0.11%
PNC FINANCIAL SERVICES GROUP, INC.	13.87K	Jun 30, 26	+2.36K	0.10%
Oak Grove Capital LLC	13.79K	Jun 30, 26	+13.79K	0.10%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	12.31K	Jun 30, 26	-235	0.09%
Private Advisory Group LLC	11.65K	Jun 30, 26	+227	0.09%
ALPHA CAPITAL ADVISORS INC /ADV	11.24K	Jun 30, 26	--	0.08%
LongView Wealth Management	9.66K	Jun 30, 26	+59	0.07%
Mariner, LLC	9.62K	Jun 30, 26	-4.86K	0.07%
Pinnacle Financial Partners, Inc.	9.34K	Jun 30, 26	--	0.07%
Atomi Financial Group, Inc.	8.99K	Jun 30, 26	+337	0.07%
MML INVESTORS SERVICES, LLC	8.87K	Jun 30, 26	-68	0.07%
NewEdge Advisors, LLC	8.75K	Jun 30, 26	-1.08K	0.06%
WBH ADVISORY INC	7.97K	Jun 30, 26	--	0.06%
Sepio Capital, LP	7.57K	Jun 30, 26	--	0.06%
Concurrent Investment Advisors, LLC	7.49K	Jun 30, 26	-348	0.06%
TD Waterhouse Canada Inc.	7.45K	Jun 30, 26	--	0.06%
Bank of New York Mellon Corp	7.25K	Jun 30, 26	+421	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	7.02K	Jun 30, 26	-49	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.01K	Jun 30, 26	-652	0.05%
Intrepid Financial Planning Group LLC	6.20K	Jun 30, 26	+150	0.05%
Pathstone Holdings, LLC	5.86K	Jun 30, 26	+5.86K	0.04%
Belpointe Asset Management LLC	5.86K	Jun 30, 26	+5.86K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.68K	Jun 30, 26	-18.83K	0.04%
Advisory Services Network, LLC	5.48K	Jun 30, 26	+62	0.04%
Investors Research Corp	5.27K	Jun 30, 26	+196	0.04%
Indivisible Partners	5.26K	Jun 30, 26	+5.26K	0.04%
TRUIST FINANCIAL CORP	5.26K	Jun 30, 26	+206	0.04%
Lynx Investment Advisory	5.14K	Jun 30, 26	+5.14K	0.04%
D.A. DAVIDSON & CO.	5.10K	Jun 30, 26	+160	0.04%
Stratos Wealth Partners, LTD.	5.08K	Jun 30, 26	-24	0.04%
SYKON CAPITAL LLC	4.81K	Jun 30, 26	+24	0.04%
Equitable Holdings, Inc.	4.73K	Jun 30, 26	--	0.03%
Ameritas Advisory Services, LLC	3.89K	Jun 30, 26	+3.89K	0.03%
SRS Capital Advisors, Inc.	3.59K	Jun 30, 26	+1.25K	0.03%
HARBOUR INVESTMENTS, INC.	3.50K	Jun 30, 26	-191	0.03%
PRIVATE TRUST CO NA	2.41K	Jun 30, 26	--	0.02%
Institute for Wealth Management, LLC.	2.31K	Jun 30, 26	+2.31K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.25K	Jun 30, 26	+829	0.02%
FMR LLC	1.96K	Jun 30, 26	+383	0.01%
Sunrise Financial Services, LLC	1.77K	Jun 30, 26	+423	0.01%
Aptus Capital Advisors, LLC	1.74K	Jun 30, 26	+1.74K	0.01%
FIFTH THIRD BANCORP	1.47K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	1.29K	Jun 30, 26	+4	0.01%
Hurley Capital, LLC	1.25K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	1.20K	Jun 30, 26	-50	0.01%
NBC SECURITIES, INC.	1.00K	Jun 30, 26	--	0.01%
VIMA LLC	929	Jun 30, 26	+929	0.01%
Federation des caisses Desjardins du Quebec	880	Jun 30, 26	--	0.01%
GHP Investment Advisors, Inc.	877	Jun 30, 26	+877	0.01%
Keating Financial Advisory Services, Inc.	861	Jun 30, 26	--	0.01%
Westfuller Advisors, LLC	689	Jun 30, 26	+6	0.01%
MidFirst Bank	638	Jun 30, 26	--	0.00%
NVWM, LLC	617	Jun 30, 26	-13	0.00%
Continuum Advisory, LLC	540	Jun 30, 26	+540	0.00%
ALBION FINANCIAL GROUP /UT	456	Jun 30, 26	-55	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	450	Jun 30, 26	--	0.00%
Advantage Trust Co	383	Jun 30, 26	+383	0.00%
AE Wealth Management LLC	330	Jun 30, 26	--	0.00%
Decker Retirement Planning Inc.	275	Jun 30, 26	+275	0.00%
SWAN Capital LLC	274	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	253	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	213	Jun 30, 26	--	0.00%
BlackRock, Inc.	200	Jun 30, 26	--	0.00%
Triumph Capital Management	200	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	165	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	153	Jun 30, 26	+1	0.00%
BANK OF MONTREAL /CAN/	150	Jun 30, 26	+150	0.00%
Dunhill Financial, LLC	112	Jun 30, 26	+2	0.00%
VANGUARD ADVISERS INC	72	Jun 30, 26	--	0.00%
IFP Advisors, Inc	16	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	7	Jun 30, 26	+7	0.00%
Transamerica Financial Advisors, Inc.	2	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	--	Jun 30, 26	-168	--
Independent Advisor Alliance	--	Jun 30, 26	-28.95K	--
FLORIDA FINANCIAL ADVISORS, LLC	--	Jun 30, 26	-5.41K	--
GTS SECURITIES LLC	--	Jun 30, 26	-45.65K	--
MAI Capital Management	--	Jun 30, 26	-300	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.61K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-43.60K	--
Key FInancial Inc	--	Jun 30, 26	-2.60K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-26	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-6.04K	--
CWM, LLC	35.52K	Mar 31, 26	+9.32K	0.26%
Mill Creek Capital Advisors, LLC	5.81K	Mar 31, 26	-1.14K	0.04%
Sunbelt Securities, Inc.	250	Mar 31, 26	--	0.00%
COMERICA BANK	1.47K	Dec 31, 25	+500	0.01%
CIBC Private Wealth Group, LLC	482	Dec 31, 25	--	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	1.46%
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	0.73%
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	39.50%
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	0.94%
Oak Point Wealth Management	80.58K	Mar 31, 18	+50.70K	0.60%
Hefty Wealth Partners	79.30K	Mar 31, 18	+48.91K	0.59%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-25.45K	--
Commonwealth Equity Services, Inc	215.51K	Jun 30, 17	+8.10K	1.59%
MSI Financial Services Inc	34.85K	Dec 31, 16	+10.75K	0.26%

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Holder

Date

Change

% Held

MORGAN STANLEY

992.54K

Jun 30, 26

-14.75K

7.34%

LPL Financial LLC

764.16K

Jun 30, 26

+19.90K

5.65%

BANK OF AMERICA CORP /DE/

613.81K

Jun 30, 26

+11.72K

4.54%

UBS Group AG

434.36K

Jun 30, 26

+11.30K

3.21%

Financial Engines Advisors L.L.C.

380.00K

Jun 30, 26

-587.23K

2.81%

WELLS FARGO & COMPANY/MN

273.90K

Jun 30, 26

+15.17K

2.03%

RAYMOND JAMES FINANCIAL INC

211.19K

Jun 30, 26

-8.10K

1.56%

COMMONWEALTH EQUITY SERVICES, LLC

180.17K

Jun 30, 26

-3.36K

1.33%

Sequent Planning LLC

176.11K

Jun 30, 26

+6.08K

1.30%

Private Advisor Group, LLC

175.76K

Jun 30, 26

+14.79K

1.30%

ROYAL BANK OF CANADA

175.21K

Jun 30, 26

+29.84K

1.30%

Sovereign Investment Advisors, LLC

154.79K

Jun 30, 26

+1.17K

1.15%

Cetera Investment Advisers

126.00K

Jun 30, 26

-13.30K

0.93%

JONES FINANCIAL COMPANIES LLLP

114.53K

Jun 30, 26

+15.62K

0.85%

CITIGROUP INC

108.17K

Jun 30, 26

+39.57K

0.80%

Toroso Investments, LLC

106.21K

Jun 30, 26

+106.21K

0.79%

GOLDMAN SACHS GROUP INC

90.45K

Jun 30, 26

-4.00K

0.67%

HEFFERNAN ADVISORY, INC

89.02K

Jun 30, 26

-929

0.66%

Allworth Financial LP

86.71K

Jun 30, 26

-5.26K

0.64%

IFG Advisory, LLC

74.93K

Jun 30, 26

+74.93K

0.55%

PERSPECTIVE WEALTH ADVISORS LLC

72.16K

Jun 30, 26

+3.61K

0.53%

Wealthcare Advisory Partners LLC

62.10K

Jun 30, 26

-660

0.46%

ENVESTNET ASSET MANAGEMENT INC

52.03K

Jun 30, 26

+440

0.38%

Baird Financial Group, Inc.

51.21K

Jun 30, 26

+1.96K

0.38%

JT Stratford LLC

49.51K

Jun 30, 26

+776

0.37%

AMERIPRISE FINANCIAL INC

48.47K

Jun 30, 26

+21.90K

0.36%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

44.43K

Jun 30, 26

-26.10K

0.33%

ADVISOR GROUP HOLDINGS, INC.

44.36K

Jun 30, 26

-4.82K

0.33%

Triad Wealth Partners, LLC

42.32K

Jun 30, 26

-20.11K

0.31%

Janney Montgomery Scott LLC

39.68K

Jun 30, 26

+165

0.29%

XML Financial, LLC

38.40K

Jun 30, 26

-443

0.28%

Anson Capital, Inc.

37.93K

Jun 30, 26

+2.40K

0.28%

Arkadios Wealth Advisors

37.18K

Jun 30, 26

+3.61K

0.28%

STIFEL FINANCIAL CORP

35.18K

Jun 30, 26

-3.42K

0.26%

Cambridge Investment Research Advisors, Inc.

33.23K

Jun 30, 26

-554

0.25%

Kestra Advisory Services, LLC

32.88K

Jun 30, 26

-3.06K

0.24%

JPMORGAN CHASE & CO

32.06K

Jun 30, 26

+1.67K

0.24%

Simplicity Wealth,LLC

31.98K

Jun 30, 26

+31.98K

0.24%

CX Institutional

26.20K

Jun 30, 26

+198

0.19%

Wealthcare Capital Partners, LLC

24.38K

Jun 30, 26

+3.52K

0.18%

First Heartland Consultants, Inc.

22.25K

Jun 30, 26

+7.54K

0.16%

Integrated Wealth Concepts LLC

21.70K

Jun 30, 26

+1.75K

0.16%

Centurion Wealth Management LLC

21.58K

Jun 30, 26

-2.25K

0.16%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

21.55K

Jun 30, 26

+130

0.16%

Farther Finance Advisors, LLC

20.74K

Jun 30, 26

+73

0.15%

Sanctuary Advisors, LLC

18.66K

Jun 30, 26

-5.30K

0.14%

Prospera Financial Services Inc

18.55K

Jun 30, 26

+2.11K

0.14%

Pallas Capital Advisors LLC

17.66K

Jun 30, 26

+1.03K

0.13%

MERCER GLOBAL ADVISORS INC /ADV

15.92K

Jun 30, 26

+257

0.12%

Atria Investments, Inc

15.75K

Jun 30, 26

+7.62K

0.12%

STEPHENS INC /AR/

14.46K

Jun 30, 26

0.11%

PNC FINANCIAL SERVICES GROUP, INC.

13.87K

Jun 30, 26

+2.36K

0.10%

Oak Grove Capital LLC

13.79K

Jun 30, 26

+13.79K

0.10%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

12.31K

Jun 30, 26

-235

0.09%

Private Advisory Group LLC

11.65K

Jun 30, 26

+227

0.09%

ALPHA CAPITAL ADVISORS INC /ADV

11.24K

Jun 30, 26

0.08%

LongView Wealth Management

9.66K

Jun 30, 26

+59

0.07%

Mariner, LLC

9.62K

Jun 30, 26

-4.86K

0.07%

Pinnacle Financial Partners, Inc.

9.34K

Jun 30, 26

0.07%

Atomi Financial Group, Inc.

8.99K

Jun 30, 26

+337

0.07%

MML INVESTORS SERVICES, LLC

8.87K

Jun 30, 26

-68

0.07%

NewEdge Advisors, LLC

8.75K

Jun 30, 26

-1.08K

0.06%

WBH ADVISORY INC

7.97K

Jun 30, 26

0.06%

Sepio Capital, LP

7.57K

Jun 30, 26

0.06%

Concurrent Investment Advisors, LLC

7.49K

Jun 30, 26

-348

0.06%

TD Waterhouse Canada Inc.

7.45K

Jun 30, 26

0.06%

Bank of New York Mellon Corp

7.25K

Jun 30, 26

+421

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

7.02K

Jun 30, 26

-49

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.01K

Jun 30, 26

-652

0.05%

Intrepid Financial Planning Group LLC

6.20K

Jun 30, 26

+150

0.05%

Pathstone Holdings, LLC

5.86K

Jun 30, 26

+5.86K

0.04%

Belpointe Asset Management LLC

5.86K

Jun 30, 26

+5.86K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.68K

Jun 30, 26

-18.83K

0.04%

Advisory Services Network, LLC

5.48K

Jun 30, 26

+62

0.04%

Investors Research Corp

5.27K

Jun 30, 26

+196

0.04%

Indivisible Partners

5.26K

Jun 30, 26

+5.26K

0.04%

TRUIST FINANCIAL CORP

5.26K

Jun 30, 26

+206

0.04%

Lynx Investment Advisory

5.14K

Jun 30, 26

+5.14K

0.04%

D.A. DAVIDSON & CO.

5.10K

Jun 30, 26

+160

0.04%

Stratos Wealth Partners, LTD.

5.08K

Jun 30, 26

-24

0.04%

SYKON CAPITAL LLC

4.81K

Jun 30, 26

+24

0.04%

Equitable Holdings, Inc.

4.73K

Jun 30, 26

0.03%

Ameritas Advisory Services, LLC

3.89K

Jun 30, 26

+3.89K

0.03%

SRS Capital Advisors, Inc.

3.59K

Jun 30, 26

+1.25K

0.03%

HARBOUR INVESTMENTS, INC.

3.50K

Jun 30, 26

-191

0.03%

PRIVATE TRUST CO NA

2.41K

Jun 30, 26

0.02%

Institute for Wealth Management, LLC.

2.31K

Jun 30, 26

+2.31K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.25K

Jun 30, 26

+829

0.02%

FMR LLC

1.96K

Jun 30, 26

+383

0.01%

Sunrise Financial Services, LLC

1.77K

Jun 30, 26

+423

0.01%

Aptus Capital Advisors, LLC

1.74K

Jun 30, 26

+1.74K

0.01%

FIFTH THIRD BANCORP

1.47K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

1.29K

Jun 30, 26

0.01%

Hurley Capital, LLC

1.25K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

1.20K

Jun 30, 26

-50

0.01%

NBC SECURITIES, INC.

1.00K

Jun 30, 26

0.01%

VIMA LLC

929

Jun 30, 26

+929

0.01%

Federation des caisses Desjardins du Quebec

880

Jun 30, 26

0.01%

GHP Investment Advisors, Inc.

877

Jun 30, 26

+877

0.01%

Keating Financial Advisory Services, Inc.

861

Jun 30, 26

0.01%

Westfuller Advisors, LLC

689

Jun 30, 26

0.01%

MidFirst Bank

638

Jun 30, 26

0.00%

NVWM, LLC

617

Jun 30, 26

-13

0.00%

Continuum Advisory, LLC

540

Jun 30, 26

+540

0.00%

ALBION FINANCIAL GROUP /UT

456

Jun 30, 26

-55

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

450

Jun 30, 26

0.00%

Advantage Trust Co

383

Jun 30, 26

+383

0.00%

AE Wealth Management LLC

330

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

275

Jun 30, 26

+275

0.00%

SWAN Capital LLC

274

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

253

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

213

Jun 30, 26

0.00%

BlackRock, Inc.

200

Jun 30, 26

0.00%

Triumph Capital Management

200

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

165

Jun 30, 26

0.00%

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

153

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

150

Jun 30, 26

+150

0.00%

Dunhill Financial, LLC

112

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

-168

Independent Advisor Alliance

Jun 30, 26

-28.95K

FLORIDA FINANCIAL ADVISORS, LLC

Jun 30, 26

-5.41K

GTS SECURITIES LLC

Jun 30, 26

-45.65K

MAI Capital Management

Jun 30, 26

-300

Western Wealth Management, LLC

Jun 30, 26

-2.61K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-43.60K

Key FInancial Inc

Jun 30, 26

-2.60K

Russell Investments Group, Ltd.

Jun 30, 26

-26

Pensionmark Financial Group, LLC

Jun 30, 26

-6.04K

CWM, LLC

35.52K

Mar 31, 26

+9.32K

0.26%

Mill Creek Capital Advisors, LLC

5.81K

Mar 31, 26

-1.14K

0.04%

Sunbelt Securities, Inc.

250

Mar 31, 26

0.00%

COMERICA BANK

1.47K

Dec 31, 25

+500

0.01%

CIBC Private Wealth Group, LLC

482

Dec 31, 25

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

1.46%

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

0.73%

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

39.50%

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

0.94%

Oak Point Wealth Management

80.58K

Mar 31, 18

+50.70K

0.60%

Hefty Wealth Partners

79.30K

Mar 31, 18

+48.91K

0.59%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-25.45K

Commonwealth Equity Services, Inc

215.51K

Jun 30, 17

+8.10K

1.59%

MSI Financial Services Inc

34.85K

Dec 31, 16

+10.75K

0.26%