How do I set a price alert for LVHI?

To set a LVHI price alert on Stock Alarm Pro, navigate to the LVHI quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for LVHI?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for LVHI. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for LVHI?

Stock Alarm Pro supports over 125 trigger types for LVHI: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about LVHI price changes?

LVHI alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for LVHI alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for LVHI and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

LVHI Institutional Ownership & 13F Filings

Franklin International Low Volatility High Dividend Index ETF(LVHI)

$42.36—Stale · unknown old

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Franklin International Low Volatility High Dividend Index ETF(LVHI)

USBATS • Last print unknown ago

$42.36—Stale · unknown old

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LVHI(LVHI)

LVHI

Institutional Ownership

Top 377 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	12.68M	Jun 30, 26	+1.58M	10.82%
MORGAN STANLEY	5.08M	Jun 30, 26	+488.29K	4.34%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.62M	Jun 30, 26	+259.19K	3.95%
BANK OF AMERICA CORP /DE/	4.47M	Jun 30, 26	+292.62K	3.82%
RAYMOND JAMES FINANCIAL INC	2.84M	Jun 30, 26	+147.54K	2.42%
WELLS FARGO & COMPANY/MN	2.54M	Jun 30, 26	-1.04K	2.17%
AMERIPRISE FINANCIAL INC	2.29M	Jun 30, 26	+495.04K	1.95%
ENVESTNET ASSET MANAGEMENT INC	2.17M	Jun 30, 26	+97.29K	1.85%
JONES FINANCIAL COMPANIES LLLP	2.05M	Jun 30, 26	+457.33K	1.75%
Cetera Investment Advisers	1.72M	Jun 30, 26	+210.97K	1.46%
UBS Group AG	1.69M	Jun 30, 26	+149.59K	1.44%
ADVISOR GROUP HOLDINGS, INC.	1.60M	Jun 30, 26	+415.85K	1.37%
GREAT VALLEY ADVISOR GROUP, INC.	1.57M	Jun 30, 26	+104.16K	1.34%
STIFEL FINANCIAL CORP	1.53M	Jun 30, 26	+54.33K	1.30%
HighTower Advisors, LLC	1.38M	Jun 30, 26	-82.67K	1.17%
ROYAL BANK OF CANADA	1.32M	Jun 30, 26	+20.28K	1.12%
COMMONWEALTH EQUITY SERVICES, LLC	1.28M	Jun 30, 26	+73.22K	1.09%
ASSETMARK, INC	1.24M	Jun 30, 26	-18.71K	1.06%
Kestra Advisory Services, LLC	1.20M	Jun 30, 26	+75.29K	1.03%
Private Advisor Group, LLC	907.66K	Jun 30, 26	-67.58K	0.77%
Equitable Holdings, Inc.	792.68K	Jun 30, 26	+117.90K	0.68%
Csenge Advisory Group	788.59K	Jun 30, 26	+26.87K	0.67%
Insight Wealth Strategies, LLC	679.17K	Jun 30, 26	+53.14K	0.58%
Cambridge Investment Research Advisors, Inc.	667.61K	Jun 30, 26	+97.41K	0.57%
Pinnacle Financial Partners, Inc.	654.04K	Jun 30, 26	+69.96K	0.56%
MOR Wealth Management, LLC	531.04K	Jun 30, 26	+72.43K	0.45%
MML INVESTORS SERVICES, LLC	528.44K	Jun 30, 26	+176.08K	0.45%
Janney Montgomery Scott LLC	522.20K	Jun 30, 26	+84.52K	0.45%
Frontier Asset Management, LLC	514.25K	Jun 30, 26	+14.60K	0.44%
Howard Capital Management Inc.	438.71K	Jun 30, 26	+438.71K	0.37%
Curran Financial Partners, LLC	408.81K	Jun 30, 26	+32.93K	0.35%
SK Wealth Management, LLC	406.95K	Jun 30, 26	-1.35K	0.35%
Planning Strategies Inc.	394.12K	Jun 30, 26	+394.12K	0.34%
Compass Wealth Management, LLC/GA	360.15K	Jun 30, 26	-2.94K	0.31%
Keudell/Morrison Wealth Management	333.26K	Jun 30, 26	+89.06K	0.28%
Cedar Mountain Advisors, LLC	330.02K	Jun 30, 26	-2.58K	0.28%
Financial Services Advisory Inc	324.66K	Jun 30, 26	+324.66K	0.28%
SIERRA OCEAN, LLC	278.61K	Jun 30, 26	+6.33K	0.24%
Seros Financial, LLC	275.13K	Jun 30, 26	+5.51K	0.23%
JPMORGAN CHASE & CO	272.77K	Jun 30, 26	+56.54K	0.23%
SHP Wealth Management	248.05K	Jun 30, 26	-6.57K	0.21%
Concurrent Investment Advisors, LLC	247.76K	Jun 30, 26	+2.14K	0.21%
VestGen Advisors, LLC	244.80K	Jun 30, 26	+2.59K	0.21%
Benchmark Financial Wealth Advisors, LLC	243.55K	Jun 30, 26	+37.72K	0.21%
McKinney Capital Management, LLC	227.61K	Jun 30, 26	+227.61K	0.19%
Forefront Wealth Partners, LLC	220.48K	Jun 30, 26	+45.81K	0.19%
Sanctuary Advisors, LLC	217.09K	Jun 30, 26	+8.61K	0.19%
BFSG, LLC	216.74K	Jun 30, 26	+14.43K	0.18%
Pensionmark Financial Group, LLC	208.46K	Jun 30, 26	--	0.18%
Atria Investments, Inc	203.40K	Jun 30, 26	+7.34K	0.17%
Integrated Wealth Concepts LLC	201.94K	Jun 30, 26	+193.24K	0.17%
Piedmont Capital Management, LLC/NC	191.36K	Jun 30, 26	+20.65K	0.16%
Federation des caisses Desjardins du Quebec	189.30K	Jun 30, 26	+14.79K	0.16%
PRINCIPAL SECURITIES, INC.	189.20K	Jun 30, 26	-304.03K	0.16%
Laurel Wealth Planning LLC	188.66K	Jun 30, 26	+188.66K	0.16%
Montis Financial, LLC	185.44K	Jun 30, 26	+17.84K	0.16%
OPPENHEIMER & CO INC	183.51K	Jun 30, 26	+21.40K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	182.60K	Jun 30, 26	+7.63K	0.16%
FOUNDERS FINANCIAL SECURITIES LLC	182.35K	Jun 30, 26	+412	0.16%
Horizon Investments, LLC	181.85K	Jun 30, 26	-183.19K	0.16%
Centennial Wealth Advisory LLC	174.15K	Jun 30, 26	+13.93K	0.15%
Per Stirling Capital Management, LLC.	172.54K	Jun 30, 26	+34.87K	0.15%
BKA Wealth Consulting, Inc.	169.04K	Jun 30, 26	+3.98K	0.14%
Haven Private, LLC	156.51K	Jun 30, 26	+5.10K	0.13%
CROBAN	154.56K	Jun 30, 26	+2.36K	0.13%
Mariner, LLC	153.45K	Jun 30, 26	-105.18K	0.13%
INDEPENDENT FINANCIAL GROUP, LLC	152.76K	Jun 30, 26	-1.60K	0.13%
Mirae Asset Global Investments Co., Ltd.	152.00K	Jun 30, 26	+152.00K	0.13%
REGATTA CAPITAL GROUP, LLC	147.44K	Jun 30, 26	+26.19K	0.13%
American Alpha Advisors, LLC	146.53K	Jun 30, 26	+13.98K	0.13%
Ameritas Advisory Services, LLC	144.08K	Jun 30, 26	+101.51K	0.12%
Qube Research & Technologies Ltd	141.09K	Jun 30, 26	+10.73K	0.12%
Ethos Financial Group, LLC	136.82K	Jun 30, 26	-34.65K	0.12%
RETIREMENT PLANNING GROUP, LLC / NY	136.10K	Jun 30, 26	+8.30K	0.12%
D.A. DAVIDSON & CO.	135.41K	Jun 30, 26	-8.72K	0.12%
Cassady Wealth & Retirement Planning, LLC	134.76K	Jun 30, 26	+2.27K	0.11%
EXCHANGE TRADED CONCEPTS, LLC	131.92K	Jun 30, 26	+20.88K	0.11%
Kingsview Wealth Management, LLC	129.72K	Jun 30, 26	+78.26K	0.11%
Meridian Wealth Management, LLC	129.54K	Jun 30, 26	+4.40K	0.11%
Sunrise Financial Services, LLC	127.58K	Jun 30, 26	+9.94K	0.11%
JANE STREET GROUP, LLC	123.90K	Jun 30, 26	-671.92K	0.11%
Prota Financial, LLC	121.69K	Jun 30, 26	+121.69K	0.10%
IFP Advisors, Inc	120.82K	Jun 30, 26	+6.03K	0.10%
Oak Grove Capital LLC	119.50K	Jun 30, 26	+119.50K	0.10%
Baird Financial Group, Inc.	117.81K	Jun 30, 26	-4.64K	0.10%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	114.18K	Jun 30, 26	-1.61K	0.10%
Arkadios Wealth Advisors	112.27K	Jun 30, 26	+60.09K	0.10%
Focus Financial Network, Inc.	110.58K	Jun 30, 26	+1.52K	0.09%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	110.51K	Jun 30, 26	+9.84K	0.09%
BLUELINE ADVISORS LLC	103.01K	Jun 30, 26	+2.88K	0.09%
Maia Wealth LLC	102.24K	Jun 30, 26	+18.38K	0.09%
Steward Partners Investment Advisory, LLC	100.39K	Jun 30, 26	-199.12K	0.09%
Principle Wealth Partners LLC	96.15K	Jun 30, 26	-66	0.08%
Gladstone Institutional Advisory LLC	92.28K	Jun 30, 26	+8.30K	0.08%
NATIXIS ADVISORS, L.P.	91.15K	Jun 30, 26	+45.86K	0.08%
Bay Capital Advisors, LLC	89.75K	Jun 30, 26	+11.52K	0.08%
Asset One Wealth Management LLC	88.44K	Jun 30, 26	-5.29K	0.08%
WealthCare Investment Partners, LLC	84.83K	Jun 30, 26	+6.30K	0.07%
Nova Wealth Management, Inc.	84.76K	Jun 30, 26	+11.98K	0.07%
HARBOUR INVESTMENTS, INC.	84.33K	Jun 30, 26	+2.71K	0.07%
Savvy Advisors, Inc.	84.19K	Jun 30, 26	+13.15K	0.07%
Bison Wealth, LLC	83.80K	Jun 30, 26	+10.70K	0.07%
RAINIER FAMILY WEALTH INC	78.38K	Jun 30, 26	+8.71K	0.07%
Belpointe Asset Management LLC	78.01K	Jun 30, 26	+10.13K	0.07%
SILVER OAK SECURITIES, INCORPORATED	77.96K	Jun 30, 26	-54.90K	0.07%
PERSPECTIVE WEALTH ADVISORS LLC	75.65K	Jun 30, 26	+3.70K	0.06%
Plan Group Financial, LLC	75.18K	Jun 30, 26	-14.79K	0.06%
Gateway Wealth Partners, LLC	74.51K	Jun 30, 26	-31.79K	0.06%
Farther Finance Advisors, LLC	73.98K	Jun 30, 26	+34.66K	0.06%
Vise Technologies, Inc.	70.69K	Jun 30, 26	+39.02K	0.06%
Sigma Planning Corp	69.30K	Jun 30, 26	+5.88K	0.06%
Perigon Wealth Management, LLC	67.32K	Jun 30, 26	+7.58K	0.06%
Perennial Investment Advisors, LLC	67.31K	Jun 30, 26	-9.07K	0.06%
Cherry Creek Investment Advisors, Inc.	66.08K	Jun 30, 26	+2.13K	0.06%
THOROUGHBRED FINANCIAL SERVICES, LLC	63.83K	Jun 30, 26	+1.13K	0.05%
Trademark Financial Management, LLC	63.21K	Jun 30, 26	+63.21K	0.05%
Provident Wealth Management, LLC	61.13K	Jun 30, 26	+5.67K	0.05%
Apollon Wealth Management, LLC	60.48K	Jun 30, 26	+10.20K	0.05%
Summit Financial, LLC	59.06K	Jun 30, 26	+11.79K	0.05%
PFG Advisors	58.54K	Jun 30, 26	+7.09K	0.05%
LANE BROTHERS & CO INC	58.28K	Jun 30, 26	+574	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	57.83K	Jun 30, 26	+600	0.05%
Freestate Advisors LLC	57.72K	Jun 30, 26	+988	0.05%
Dynamic Advisor Solutions LLC	57.10K	Jun 30, 26	+425	0.05%
Meridian Financial, LLC	55.48K	Jun 30, 26	+11.65K	0.05%
Huntleigh Advisors, Inc.	53.40K	Jun 30, 26	+532	0.05%
Robertson Stephens Wealth Management, LLC	52.33K	Jun 30, 26	+23.63K	0.04%
SILVERLAKE WEALTH MANAGEMENT LLC	50.80K	Jun 30, 26	-1.34K	0.04%
Total Clarity Wealth Management, Inc.	50.13K	Jun 30, 26	+24.19K	0.04%
IFG Advisory, LLC	48.20K	Jun 30, 26	+48.20K	0.04%
Mutual Advisors, LLC	48.02K	Jun 30, 26	+3.01K	0.04%
Kovack Advisors, Inc.	47.08K	Jun 30, 26	+6.83K	0.04%
WEDBUSH SECURITIES INC	46.36K	Jun 30, 26	+1.54K	0.04%
Global Retirement Partners, LLC	45.95K	Jun 30, 26	+45.95K	0.04%
Rockefeller Capital Management L.P.	45.89K	Jun 30, 26	+5.65K	0.04%
KANE INVESTMENT MANAGEMENT, INC.	45.51K	Jun 30, 26	+1.26K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	45.15K	Jun 30, 26	-915.86K	0.04%
Sonoma Allocations LLC	44.54K	Jun 30, 26	-12.93K	0.04%
TITLEIST ASSET MANAGEMENT, LLC	44.49K	Jun 30, 26	-410	0.04%
INSIGNEO ADVISORY SERVICES, LLC	44.01K	Jun 30, 26	+44.01K	0.04%
CENTAURUS FINANCIAL, INC.	42.87K	Jun 30, 26	+18.46K	0.04%
CIBC WORLD MARKET INC.	42.23K	Jun 30, 26	+555	0.04%
NewEdge Advisors, LLC	41.85K	Jun 30, 26	+24.79K	0.04%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	41.33K	Jun 30, 26	+6.94K	0.04%
BANK OF MONTREAL /CAN/	39.65K	Jun 30, 26	+380	0.03%
J.W. COLE ADVISORS, INC.	39.33K	Jun 30, 26	+4.37K	0.03%
Coppell Advisory Solutions LLC	39.16K	Jun 30, 26	+39.16K	0.03%
RMR Wealth Builders	38.26K	Jun 30, 26	+38.26K	0.03%
SHEETS SMITH WEALTH MANAGEMENT	37.24K	Jun 30, 26	-16.72K	0.03%
CITIGROUP INC	37.12K	Jun 30, 26	+15.14K	0.03%
RENAISSANCE TECHNOLOGIES LLC	36.70K	Jun 30, 26	-25.00K	0.03%
KMG FIDUCIARY PARTNERS, LLC	36.53K	Jun 30, 26	-11.99K	0.03%
Midwest Financial Network, LLC	36.04K	Jun 30, 26	-8.60K	0.03%
Axis Wealth Partners, LLC	35.97K	Jun 30, 26	+5.81K	0.03%
Trilogy Capital Inc.	34.93K	Jun 30, 26	-417	0.03%
SEAVIEW INVESTMENT MANAGERS LLC	34.42K	Jun 30, 26	+10.56K	0.03%
Elevation Capital Advisory, LLC	33.72K	Jun 30, 26	+33.72K	0.03%
Advisory Services Network, LLC	33.63K	Jun 30, 26	+13.04K	0.03%
Diversify Advisory Services, LLC	33.60K	Jun 30, 26	+33.60K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	33.60K	Jun 30, 26	-131	0.03%
HBW Advisory Services LLC	31.32K	Jun 30, 26	+1.69K	0.03%
Valued Retirements, Inc.	30.82K	Jun 30, 26	+182	0.03%
Golden State Wealth Management, LLC	30.78K	Jun 30, 26	+3.01K	0.03%
Blake Schutter Theil Wealth Advisors, LLC	30.39K	Jun 30, 26	+106	0.03%
Aviance Capital Partners, LLC	30.27K	Jun 30, 26	-109	0.03%
Prospera Financial Services Inc	30.24K	Jun 30, 26	+9.51K	0.03%
MANNING & NAPIER ADVISORS LLC	30.19K	Jun 30, 26	-4.87K	0.03%
Lifetime Wealth Management P.C.	29.29K	Jun 30, 26	+459	0.02%
Western Wealth Management, LLC	28.55K	Jun 30, 26	+9.18K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	28.10K	Jun 30, 26	+4.05K	0.02%
CHOREO, LLC	28.06K	Jun 30, 26	-414	0.02%
Hilltop Holdings Inc.	27.33K	Jun 30, 26	+1.54K	0.02%
VisionPoint Advisory Group, LLC	27.29K	Jun 30, 26	-2.83K	0.02%
Brinker Capital Investments, LLC	27.05K	Jun 30, 26	-14.94K	0.02%
IEQ CAPITAL, LLC	26.81K	Jun 30, 26	--	0.02%
Regal Investment Advisors LLC	26.35K	Jun 30, 26	-13	0.02%
SCOTIA CAPITAL INC.	26.15K	Jun 30, 26	-12.68K	0.02%
Colony Group, LLC	25.61K	Jun 30, 26	+7.24K	0.02%
Galvin, Gaustad & Stein, LLC	24.91K	Jun 30, 26	+1.50K	0.02%
Fortis Group Advisors, LLC	24.58K	Jun 30, 26	+1.04K	0.02%
Shore Point Advisors, LLC	24.11K	Jun 30, 26	-117	0.02%
Lakeridge Wealth Management LLC	23.37K	Jun 30, 26	-95.24K	0.02%
COMPASS FINANCIAL MANAGEMENT LLC	23.14K	Jun 30, 26	+23.14K	0.02%
Centurion Wealth Management LLC	23.02K	Jun 30, 26	-51	0.02%
OneAscent Financial Services LLC	22.51K	Jun 30, 26	+38	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	19.96K	Jun 30, 26	+6.29K	0.02%
NATIONAL BANK OF CANADA /FI/	19.76K	Jun 30, 26	+2.22K	0.02%
Indivisible Partners	19.69K	Jun 30, 26	+6.22K	0.02%
HighPoint Advisor Group LLC	19.51K	Jun 30, 26	-559	0.02%
PFG Investments, LLC	19.38K	Jun 30, 26	+44	0.02%
Collaborative Wealth Managment Inc.	19.11K	Jun 30, 26	+19.11K	0.02%
Nautilus Advisors LLC	19.04K	Jun 30, 26	-30	0.02%
Waverly Advisors, LLC	18.83K	Jun 30, 26	-646	0.02%
BFI Infinity Ltd.	18.26K	Jun 30, 26	--	0.02%
Optivise Advisory Services LLC	17.26K	Jun 30, 26	+17.26K	0.01%
PARK AVENUE SECURITIES LLC	16.25K	Jun 30, 26	+5.06K	0.01%
FMR LLC	15.90K	Jun 30, 26	+3.86K	0.01%
Beaumont Capital Management, LLC	15.88K	Jun 30, 26	+95	0.01%
AdvisorNet Financial, Inc	15.22K	Jun 30, 26	+1.30K	0.01%
Envestnet Portfolio Solutions, Inc.	14.94K	Jun 30, 26	-568	0.01%
Strategic Blueprint, LLC	14.56K	Jun 30, 26	-1.20K	0.01%
MAI Capital Management	14.31K	Jun 30, 26	+4.32K	0.01%
Rathbones Group PLC	14.24K	Jun 30, 26	-137	0.01%
Magnus Financial Group LLC	14.24K	Jun 30, 26	-671	0.01%
BENJAMIN EDWARDS INC	13.44K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	12.77K	Jun 30, 26	+2.25K	0.01%
ProVise Management Group, LLC	12.70K	Jun 30, 26	+1.75K	0.01%
Prosperity Financial Group, Inc.	12.65K	Jun 30, 26	+160	0.01%
IHT Wealth Management, LLC	12.47K	Jun 30, 26	+41	0.01%
WAYSTONE ADVISORS LLC	11.79K	Jun 30, 26	-117	0.01%
VERUS CAPITAL PARTNERS, LLC	11.59K	Jun 30, 26	-12	0.01%
Arete Wealth Advisors, LLC	11.34K	Jun 30, 26	-1.03K	0.01%
Pasadena Private Wealth, LLC	11.27K	Jun 30, 26	+600	0.01%
Park Square Financial Group, LLC	10.54K	Jun 30, 26	-2.17K	0.01%
Aptus Capital Advisors, LLC	10.37K	Jun 30, 26	+10.37K	0.01%
Fortis Capital Advisors, LLC	10.36K	Jun 30, 26	+147	0.01%
Berger Financial Group, Inc	10.28K	Jun 30, 26	+61	0.01%
LexAurum Advisors, LLC	10.12K	Jun 30, 26	-172	0.01%
Ignite Planners, LLC	9.89K	Jun 30, 26	+561	0.01%
Capital Analysts, LLC	9.86K	Jun 30, 26	+1.18K	0.01%
PARTNERS WEALTH MANAGEMENT, LLC	9.78K	Jun 30, 26	-51	0.01%
Clarus Group, Inc.	9.72K	Jun 30, 26	--	0.01%
Foguth Wealth Management, LLC.	9.49K	Jun 30, 26	-6.58K	0.01%
Marks Group Wealth Management, Inc	9.31K	Jun 30, 26	--	0.01%
MONEY CONCEPTS CAPITAL CORP	9.30K	Jun 30, 26	+604	0.01%
Creekside Partners	9.14K	Jun 30, 26	--	0.01%
Retireful, LLC	8.96K	Jun 30, 26	--	0.01%
Cornerstone Wealth Group, LLC	8.80K	Jun 30, 26	-1.89K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	8.47K	Jun 30, 26	+2.22K	0.01%
Ascent Group, LLC	8.39K	Jun 30, 26	+61	0.01%
Geneos Wealth Management Inc.	8.33K	Jun 30, 26	+5.41K	0.01%
Hanlon Investment Management, Inc.	8.27K	Jun 30, 26	+1.57K	0.01%
Sovran Advisors, LLC	8.26K	Jun 30, 26	-4.06K	0.01%
Encompass More Asset Management	8.15K	Jun 30, 26	+1.59K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.10K	Jun 30, 26	+242	0.01%
FLORIDA FINANCIAL ADVISORS, LLC	8.06K	Jun 30, 26	-343	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.03K	Jun 30, 26	+116	0.01%
SMITH, MOORE & CO.	7.94K	Jun 30, 26	-20	0.01%
Bank of New York Mellon Corp	7.66K	Jun 30, 26	+1.09K	0.01%
Avidian Wealth Solutions, LLC	7.66K	Jun 30, 26	--	0.01%
Elm3 Financial Group, LLC	7.61K	Jun 30, 26	-20	0.01%
Y-Intercept (Hong Kong) Ltd	7.39K	Jun 30, 26	+7.39K	0.01%
Legacy Wealth Partners, LLC	7.08K	Jun 30, 26	+7.08K	0.01%
Triumph Capital Management	7.03K	Jun 30, 26	+193	0.01%
RICHARDS, MERRILL & PETERSON, INC.	6.97K	Jun 30, 26	+6.97K	0.01%
DAVENPORT & Co LLC	6.49K	Jun 30, 26	+6.49K	0.01%
SEI INVESTMENTS CO	6.43K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	6.31K	Jun 30, 26	-241	0.01%
Foundations Investment Advisors, LLC	6.19K	Jun 30, 26	+176	0.01%
RIDGECREST WEALTH PARTNERS, LLC	6.10K	Jun 30, 26	--	0.01%
Merit Financial Group, LLC	5.93K	Jun 30, 26	+42	0.01%
MERCER GLOBAL ADVISORS INC /ADV	5.77K	Jun 30, 26	-385	0.00%
Empirical Asset Management, LLC	5.55K	Jun 30, 26	-378	0.00%
CI Private Wealth, LLC	5.47K	Jun 30, 26	+5.47K	0.00%
ACT WEALTH MANAGEMENT, LLC	5.44K	Jun 30, 26	+5.44K	0.00%
VISIONARY HORIZONS, LLC	5.41K	Jun 30, 26	+97	0.00%
Fortitude Financial, LLC	5.34K	Jun 30, 26	+50	0.00%
Modera Wealth Management, LLC	5.29K	Jun 30, 26	+4	0.00%
OxenFree Capital LLC	5.28K	Jun 30, 26	-101	0.00%
FIFTH THIRD BANCORP	5.23K	Jun 30, 26	+288	0.00%
Independent Advisor Alliance	5.03K	Jun 30, 26	-255.73K	0.00%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	5.00K	Jun 30, 26	-116	0.00%
Brookstone Capital Management	4.94K	Jun 30, 26	-23	0.00%
NBC SECURITIES, INC.	3.79K	Jun 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	2.75K	Jun 30, 26	+2.75K	0.00%
Luminist Capital LLC	2.48K	Jun 30, 26	+2.48K	0.00%
Glass Jacobson Investment Advisors llc	2.19K	Jun 30, 26	-1.13K	0.00%
IMA Wealth, Inc.	2.00K	Jun 30, 26	+2.00K	0.00%
FWL INVESTMENT MANAGEMENT, LLC	1.73K	Jun 30, 26	+1.73K	0.00%
BlackRock, Inc.	1.57K	Jun 30, 26	+150	0.00%
Concord Wealth Partners	1.54K	Jun 30, 26	+1.54K	0.00%
Clearstead Advisors, LLC	1.53K	Jun 30, 26	+1.32K	0.00%
Parallel Advisors, LLC	1.36K	Jun 30, 26	--	0.00%
Peck Wealth Management, LLC	1.20K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	1.10K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.00K	Jun 30, 26	+14	0.00%
Signature Equity Partners, LLC	1.00K	Jun 30, 26	--	0.00%
NorthAvenue LLC	944	Jun 30, 26	+944	0.00%
Torren Management, LLC	838	Jun 30, 26	+13	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	815	Jun 30, 26	+144	0.00%
Holos Integrated Wealth LLC	790	Jun 30, 26	+790	0.00%
Millstone Evans Group, LLC	734	Jun 30, 26	+734	0.00%
HUNTINGTON NATIONAL BANK	601	Jun 30, 26	-4.33K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	545	Jun 30, 26	+545	0.00%
Spire Wealth Management	400	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	400	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	334	Jun 30, 26	+334	0.00%
Lloyd Advisory Services, LLC.	313	Jun 30, 26	+313	0.00%
US BANCORP \DE\	304	Jun 30, 26	--	0.00%
Bank of New Hampshire	300	Jun 30, 26	--	0.00%
TSFG, LLC	284	Jun 30, 26	+284	0.00%
ST GERMAIN D J CO INC	269	Jun 30, 26	+4	0.00%
Princeton Global Asset Management LLC	265	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	254	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	245	Jun 30, 26	-19.40K	0.00%
SJS Investment Consulting Inc.	160	Jun 30, 26	+160	0.00%
Vermillion Wealth Management, Inc.	123	Jun 30, 26	+70	0.00%
HAZLETT, BURT & WATSON, INC.	98	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	79	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	79	Jun 30, 26	--	0.00%
Trust Co	70	Jun 30, 26	+70	0.00%
VANGUARD ADVISERS INC	69	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	60	Jun 30, 26	--	0.00%
Hilton Head Capital Partners, LLC	49	Jun 30, 26	--	0.00%
Key FInancial Inc	47	Jun 30, 26	-3.31K	0.00%
Cape Investment Advisory, Inc.	46	Jun 30, 26	+46	0.00%
Virtus ETF Advisers LLC	37	Jun 30, 26	+3	0.00%
Asset Dedication, LLC	35	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	35	Jun 30, 26	+35	0.00%
BNP PARIBAS ARBITRAGE, SNC	30	Jun 30, 26	-80	0.00%
Institute for Wealth Management, LLC.	29	Jun 30, 26	+29	0.00%
DHJJ Financial Advisors, Ltd.	15	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-2.93K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-150	--
Allworth Financial LP	--	Jun 30, 26	-1.20K	--
GeoWealth Management, LLC	--	Jun 30, 26	-53.69K	--
Advisors Preferred, LLC	--	Jun 30, 26	-4.01K	--
Cornerstone Wealth Management, LLC	--	Jun 30, 26	-5.01K	--
FIFTH THIRD SECURITIES, INC.	--	Jun 30, 26	-5.21K	--
Founders Financial Alliance, LLC	--	Jun 30, 26	-64.41K	--
D. E. Shaw & Co., Inc.	--	Jun 30, 26	-24.56K	--
Stillwater Private Wealth, LLC	--	Jun 30, 26	-14.23K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-211	--
GODSEY & GIBB, INC	--	Jun 30, 26	-144	--
Cornerstone Planning Group LLC	--	Jun 30, 26	-70	--
M Holdings Securities, Inc.	--	Jun 30, 26	-14.63K	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-289	--
Abound Wealth Management	--	Jun 30, 26	-3.56K	--
CULLEN/FROST BANKERS, INC.	--	Jun 30, 26	-500	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-5.18K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-276	--
Signal Advisors Wealth, LLC	--	Jun 30, 26	-7.95K	--
Beacon Harbor Wealth Advisors, Inc.	--	Jun 30, 26	-352.97K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-3.31K	--
CWM, LLC	1.18M	Mar 31, 26	+206.70K	1.01%
True Vision MN LLC	21.79K	Mar 31, 26	+2.02K	0.02%
VectorGlobal IAG, Inc.	20.03K	Mar 31, 26	+20.03K	0.02%
Sunbelt Securities, Inc.	14.72K	Mar 31, 26	+4.17K	0.01%
Jaffetilchin Investment Partners, LLC	7.67K	Mar 31, 26	+551	0.01%
COMERICA BANK	19.00K	Dec 31, 25	+4.03K	0.02%
Dentgroup LLC	13.43K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	2.97K	Dec 31, 25	+2.97K	0.00%
Stephens Consulting, LLC	467	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-408	--
PINNACLE FINANCIAL PARTNERS INC	509.07K	Sep 30, 25	+77.38K	0.43%
Pineridge Advisors LLC	119	Sep 30, 25	+119	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-33.50K	--
AVANTAX ADVISORY SERVICES, INC.	231.84K	Jun 30, 25	+105.42K	0.20%
Atria Wealth Solutions, Inc.	183.47K	Jun 30, 25	-34.54K	0.16%
Orion Portfolio Solutions, LLC	40.62K	Mar 31, 25	+40.62K	0.03%
Grant/GrossMendelsohn, LLC	9.50K	Mar 31, 25	+9.50K	0.01%
Kolinsky Wealth Management, LLC	166.32K	Dec 31, 24	+166.32K	0.14%
GG Group Ventures, LLC	37.82K	Dec 31, 24	-2.03K	0.03%
Raymond James Financial Services Advisors, Inc.	645.33K	Sep 30, 24	+151.26K	0.55%
RAYMOND JAMES & ASSOCIATES	546.74K	Sep 30, 24	+89.56K	0.47%
FinTrust Capital Advisors, LLC	81.33K	Sep 30, 24	+12.27K	0.07%
ETFIDEA, LLC	34.71K	Sep 30, 24	--	0.03%
RAYMOND JAMES TRUST N.A.	19.29K	Sep 30, 24	--	0.02%
Arden Trust Co	38.39K	Jun 30, 24	--	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	847	Jun 30, 24	+847	0.00%
Cetera Advisors LLC	454.13K	Mar 31, 24	+30.28K	0.39%
Cetera Advisor Networks LLC	228.49K	Mar 31, 24	+64.91K	0.19%
Retirement Group, LLC	1.98K	Mar 31, 24	+250	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	109.82K	Dec 31, 23	+109.82K	0.09%
DFPG INVESTMENTS, LLC	31.28K	Dec 31, 23	+1.31K	0.03%
Sutton Wealth Advisors Inc.	10	Sep 30, 23	--	0.00%
Financial Architects, Inc	333.33K	Jun 30, 23	+109.55K	0.28%
First Capital Advisors Group, LLC.	157.25K	Jun 30, 23	+7.08K	0.13%
Ford Financial Group, LLC	--	Mar 31, 23	-27.23K	--
TITLEIST ASSET MANAGEMENT, LTD.	123.16K	Dec 31, 22	+17.54K	0.11%
American Portfolios Advisors	1.90K	Sep 30, 22	-550	0.00%
REILLY FINANCIAL ADVISORS, LLC	--	Dec 31, 21	-208	--
QS Investors, LLC	1.14M	Jun 30, 21	-1.53K	0.97%
Reby Advisors, LLC	2.94K	Dec 31, 20	+2.94K	0.00%
Advisor Group, Inc.	5.34K	Dec 31, 19	+1.77K	0.00%
Commonwealth Equity Services, Inc	37.33K	Jun 30, 17	+27.77K	0.03%
MSI Financial Services Inc	1.02K	Dec 31, 16	+15	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

12.68M

Jun 30, 26

+1.58M

10.82%

MORGAN STANLEY

5.08M

Jun 30, 26

+488.29K

4.34%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.62M

Jun 30, 26

+259.19K

3.95%

BANK OF AMERICA CORP /DE/

4.47M

Jun 30, 26

+292.62K

3.82%

RAYMOND JAMES FINANCIAL INC

2.84M

Jun 30, 26

+147.54K

2.42%

WELLS FARGO & COMPANY/MN

2.54M

Jun 30, 26

-1.04K

2.17%

AMERIPRISE FINANCIAL INC

2.29M

Jun 30, 26

+495.04K

1.95%

ENVESTNET ASSET MANAGEMENT INC

2.17M

Jun 30, 26

+97.29K

1.85%

JONES FINANCIAL COMPANIES LLLP

2.05M

Jun 30, 26

+457.33K

1.75%

Cetera Investment Advisers

1.72M

Jun 30, 26

+210.97K

1.46%

UBS Group AG

1.69M

Jun 30, 26

+149.59K

1.44%

ADVISOR GROUP HOLDINGS, INC.

1.60M

Jun 30, 26

+415.85K

1.37%

GREAT VALLEY ADVISOR GROUP, INC.

1.57M

Jun 30, 26

+104.16K

1.34%

STIFEL FINANCIAL CORP

1.53M

Jun 30, 26

+54.33K

1.30%

HighTower Advisors, LLC

1.38M

Jun 30, 26

-82.67K

1.17%

ROYAL BANK OF CANADA

1.32M

Jun 30, 26

+20.28K

1.12%

COMMONWEALTH EQUITY SERVICES, LLC

1.28M

Jun 30, 26

+73.22K

1.09%

ASSETMARK, INC

1.24M

Jun 30, 26

-18.71K

1.06%

Kestra Advisory Services, LLC

1.20M

Jun 30, 26

+75.29K

1.03%

Private Advisor Group, LLC

907.66K

Jun 30, 26

-67.58K

0.77%

Equitable Holdings, Inc.

792.68K

Jun 30, 26

+117.90K

0.68%

Csenge Advisory Group

788.59K

Jun 30, 26

+26.87K

0.67%

Insight Wealth Strategies, LLC

679.17K

Jun 30, 26

+53.14K

0.58%

Cambridge Investment Research Advisors, Inc.

667.61K

Jun 30, 26

+97.41K

0.57%

Pinnacle Financial Partners, Inc.

654.04K

Jun 30, 26

+69.96K

0.56%

MOR Wealth Management, LLC

531.04K

Jun 30, 26

+72.43K

0.45%

MML INVESTORS SERVICES, LLC

528.44K

Jun 30, 26

+176.08K

0.45%

Janney Montgomery Scott LLC

522.20K

Jun 30, 26

+84.52K

0.45%

Frontier Asset Management, LLC

514.25K

Jun 30, 26

+14.60K

0.44%

Howard Capital Management Inc.

438.71K

Jun 30, 26

+438.71K

0.37%

Curran Financial Partners, LLC

408.81K

Jun 30, 26

+32.93K

0.35%

SK Wealth Management, LLC

406.95K

Jun 30, 26

-1.35K

0.35%

Planning Strategies Inc.

394.12K

Jun 30, 26

+394.12K

0.34%

Compass Wealth Management, LLC/GA

360.15K

Jun 30, 26

-2.94K

0.31%

Keudell/Morrison Wealth Management

333.26K

Jun 30, 26

+89.06K

0.28%

Cedar Mountain Advisors, LLC

330.02K

Jun 30, 26

-2.58K

0.28%

Financial Services Advisory Inc

324.66K

Jun 30, 26

+324.66K

0.28%

SIERRA OCEAN, LLC

278.61K

Jun 30, 26

+6.33K

0.24%

Seros Financial, LLC

275.13K

Jun 30, 26

+5.51K

0.23%

JPMORGAN CHASE & CO

272.77K

Jun 30, 26

+56.54K

0.23%

SHP Wealth Management

248.05K

Jun 30, 26

-6.57K

0.21%

Concurrent Investment Advisors, LLC

247.76K

Jun 30, 26

+2.14K

0.21%

VestGen Advisors, LLC

244.80K

Jun 30, 26

+2.59K

0.21%

Benchmark Financial Wealth Advisors, LLC

243.55K

Jun 30, 26

+37.72K

0.21%

McKinney Capital Management, LLC

227.61K

Jun 30, 26

+227.61K

0.19%

Forefront Wealth Partners, LLC

220.48K

Jun 30, 26

+45.81K

0.19%

Sanctuary Advisors, LLC

217.09K

Jun 30, 26

+8.61K

0.19%

BFSG, LLC

216.74K

Jun 30, 26

+14.43K

0.18%

Pensionmark Financial Group, LLC

208.46K

Jun 30, 26

0.18%

Atria Investments, Inc

203.40K

Jun 30, 26

+7.34K

0.17%

Integrated Wealth Concepts LLC

201.94K

Jun 30, 26

+193.24K

0.17%

Piedmont Capital Management, LLC/NC

191.36K

Jun 30, 26

+20.65K

0.16%

Federation des caisses Desjardins du Quebec

189.30K

Jun 30, 26

+14.79K

0.16%

PRINCIPAL SECURITIES, INC.

189.20K

Jun 30, 26

-304.03K

0.16%

Laurel Wealth Planning LLC

188.66K

Jun 30, 26

+188.66K

0.16%

Montis Financial, LLC

185.44K

Jun 30, 26

+17.84K

0.16%

OPPENHEIMER & CO INC

183.51K

Jun 30, 26

+21.40K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

182.60K

Jun 30, 26

+7.63K

0.16%

FOUNDERS FINANCIAL SECURITIES LLC

182.35K

Jun 30, 26

+412

0.16%

Horizon Investments, LLC

181.85K

Jun 30, 26

-183.19K

0.16%

Centennial Wealth Advisory LLC

174.15K

Jun 30, 26

+13.93K

0.15%

Per Stirling Capital Management, LLC.

172.54K

Jun 30, 26

+34.87K

0.15%

BKA Wealth Consulting, Inc.

169.04K

Jun 30, 26

+3.98K

0.14%

Haven Private, LLC

156.51K

Jun 30, 26

+5.10K

0.13%

CROBAN

154.56K

Jun 30, 26

+2.36K

0.13%

Mariner, LLC

153.45K

Jun 30, 26

-105.18K

0.13%

INDEPENDENT FINANCIAL GROUP, LLC

152.76K

Jun 30, 26

-1.60K

0.13%

Mirae Asset Global Investments Co., Ltd.

152.00K

Jun 30, 26

+152.00K

0.13%

REGATTA CAPITAL GROUP, LLC

147.44K

Jun 30, 26

+26.19K

0.13%

American Alpha Advisors, LLC

146.53K

Jun 30, 26

+13.98K

0.13%

Ameritas Advisory Services, LLC

144.08K

Jun 30, 26

+101.51K

0.12%

Qube Research & Technologies Ltd

141.09K

Jun 30, 26

+10.73K

0.12%

Ethos Financial Group, LLC

136.82K

Jun 30, 26

-34.65K

0.12%

RETIREMENT PLANNING GROUP, LLC / NY

136.10K

Jun 30, 26

+8.30K

0.12%

D.A. DAVIDSON & CO.

135.41K

Jun 30, 26

-8.72K

0.12%

Cassady Wealth & Retirement Planning, LLC

134.76K

Jun 30, 26

+2.27K

0.11%

EXCHANGE TRADED CONCEPTS, LLC

131.92K

Jun 30, 26

+20.88K

0.11%

Kingsview Wealth Management, LLC

129.72K

Jun 30, 26

+78.26K

0.11%

Meridian Wealth Management, LLC

129.54K

Jun 30, 26

+4.40K

0.11%

Sunrise Financial Services, LLC

127.58K

Jun 30, 26

+9.94K

0.11%

JANE STREET GROUP, LLC

123.90K

Jun 30, 26

-671.92K

0.11%

Prota Financial, LLC

121.69K

Jun 30, 26

+121.69K

0.10%

IFP Advisors, Inc

120.82K

Jun 30, 26

+6.03K

0.10%

Oak Grove Capital LLC

119.50K

Jun 30, 26

+119.50K

0.10%

Baird Financial Group, Inc.

117.81K

Jun 30, 26

-4.64K

0.10%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

114.18K

Jun 30, 26

-1.61K

0.10%

Arkadios Wealth Advisors

112.27K

Jun 30, 26

+60.09K

0.10%

Focus Financial Network, Inc.

110.58K

Jun 30, 26

+1.52K

0.09%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

110.51K

Jun 30, 26

+9.84K

0.09%

BLUELINE ADVISORS LLC

103.01K

Jun 30, 26

+2.88K

0.09%

Maia Wealth LLC

102.24K

Jun 30, 26

+18.38K

0.09%

Steward Partners Investment Advisory, LLC

100.39K

Jun 30, 26

-199.12K

0.09%

Principle Wealth Partners LLC

96.15K

Jun 30, 26

-66

0.08%

Gladstone Institutional Advisory LLC

92.28K

Jun 30, 26

+8.30K

0.08%

NATIXIS ADVISORS, L.P.

91.15K

Jun 30, 26

+45.86K

0.08%

Bay Capital Advisors, LLC

89.75K

Jun 30, 26

+11.52K

0.08%

Asset One Wealth Management LLC

88.44K

Jun 30, 26

-5.29K

0.08%

WealthCare Investment Partners, LLC

84.83K

Jun 30, 26

+6.30K

0.07%

Nova Wealth Management, Inc.

84.76K

Jun 30, 26

+11.98K

0.07%

HARBOUR INVESTMENTS, INC.

84.33K

Jun 30, 26

+2.71K

0.07%

Savvy Advisors, Inc.

84.19K

Jun 30, 26

+13.15K

0.07%

Bison Wealth, LLC

83.80K

Jun 30, 26

+10.70K

0.07%

RAINIER FAMILY WEALTH INC

78.38K

Jun 30, 26

+8.71K

0.07%

Belpointe Asset Management LLC

78.01K

Jun 30, 26

+10.13K

0.07%

SILVER OAK SECURITIES, INCORPORATED

77.96K

Jun 30, 26

-54.90K

0.07%

PERSPECTIVE WEALTH ADVISORS LLC

75.65K

Jun 30, 26

+3.70K

0.06%

Plan Group Financial, LLC

75.18K

Jun 30, 26

-14.79K

0.06%

Gateway Wealth Partners, LLC

74.51K

Jun 30, 26

-31.79K

0.06%

Farther Finance Advisors, LLC

73.98K

Jun 30, 26

+34.66K

0.06%

Vise Technologies, Inc.

70.69K

Jun 30, 26

+39.02K

0.06%

Sigma Planning Corp

69.30K

Jun 30, 26

+5.88K

0.06%

Perigon Wealth Management, LLC

67.32K

Jun 30, 26

+7.58K

0.06%

Perennial Investment Advisors, LLC

67.31K

Jun 30, 26

-9.07K

0.06%

Cherry Creek Investment Advisors, Inc.

66.08K

Jun 30, 26

+2.13K

0.06%

THOROUGHBRED FINANCIAL SERVICES, LLC

63.83K

Jun 30, 26

+1.13K

0.05%

Trademark Financial Management, LLC

63.21K

Jun 30, 26

+63.21K

0.05%

Provident Wealth Management, LLC

61.13K

Jun 30, 26

+5.67K

0.05%

Apollon Wealth Management, LLC

60.48K

Jun 30, 26

+10.20K

0.05%

Summit Financial, LLC

59.06K

Jun 30, 26

+11.79K

0.05%

PFG Advisors

58.54K

Jun 30, 26

+7.09K

0.05%

LANE BROTHERS & CO INC

58.28K

Jun 30, 26

+574

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

57.83K

Jun 30, 26

+600

0.05%

Freestate Advisors LLC

57.72K

Jun 30, 26

+988

0.05%

Dynamic Advisor Solutions LLC

57.10K

Jun 30, 26

+425

0.05%

Meridian Financial, LLC

55.48K

Jun 30, 26

+11.65K

0.05%

Huntleigh Advisors, Inc.

53.40K

Jun 30, 26

+532

0.05%

Robertson Stephens Wealth Management, LLC

52.33K

Jun 30, 26

+23.63K

0.04%

SILVERLAKE WEALTH MANAGEMENT LLC

50.80K

Jun 30, 26

-1.34K

0.04%

Total Clarity Wealth Management, Inc.

50.13K

Jun 30, 26

+24.19K

0.04%

IFG Advisory, LLC

48.20K

Jun 30, 26

+48.20K

0.04%

Mutual Advisors, LLC

48.02K

Jun 30, 26

+3.01K

0.04%

Kovack Advisors, Inc.

47.08K

Jun 30, 26

+6.83K

0.04%

WEDBUSH SECURITIES INC

46.36K

Jun 30, 26

+1.54K

0.04%

Global Retirement Partners, LLC

45.95K

Jun 30, 26

+45.95K

0.04%

Rockefeller Capital Management L.P.

45.89K

Jun 30, 26

+5.65K

0.04%

KANE INVESTMENT MANAGEMENT, INC.

45.51K

Jun 30, 26

+1.26K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

45.15K

Jun 30, 26

-915.86K

0.04%

Sonoma Allocations LLC

44.54K

Jun 30, 26

-12.93K

0.04%

TITLEIST ASSET MANAGEMENT, LLC

44.49K

Jun 30, 26

-410

0.04%

INSIGNEO ADVISORY SERVICES, LLC

44.01K

Jun 30, 26

+44.01K

0.04%

CENTAURUS FINANCIAL, INC.

42.87K

Jun 30, 26

+18.46K

0.04%

CIBC WORLD MARKET INC.

42.23K

Jun 30, 26

+555

0.04%

NewEdge Advisors, LLC

41.85K

Jun 30, 26

+24.79K

0.04%

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

41.33K

Jun 30, 26

+6.94K

0.04%

BANK OF MONTREAL /CAN/

39.65K

Jun 30, 26

+380

0.03%

J.W. COLE ADVISORS, INC.

39.33K

Jun 30, 26

+4.37K

0.03%

Coppell Advisory Solutions LLC

39.16K

Jun 30, 26

+39.16K

0.03%

RMR Wealth Builders

38.26K

Jun 30, 26

+38.26K

0.03%

SHEETS SMITH WEALTH MANAGEMENT

37.24K

Jun 30, 26

-16.72K

0.03%

CITIGROUP INC

37.12K

Jun 30, 26

+15.14K

0.03%

RENAISSANCE TECHNOLOGIES LLC

36.70K

Jun 30, 26

-25.00K

0.03%

KMG FIDUCIARY PARTNERS, LLC

36.53K

Jun 30, 26

-11.99K

0.03%

Midwest Financial Network, LLC

36.04K

Jun 30, 26

-8.60K

0.03%

Axis Wealth Partners, LLC

35.97K

Jun 30, 26

+5.81K

0.03%

Trilogy Capital Inc.

34.93K

Jun 30, 26

-417

0.03%

SEAVIEW INVESTMENT MANAGERS LLC

34.42K

Jun 30, 26

+10.56K

0.03%

Elevation Capital Advisory, LLC

33.72K

Jun 30, 26

+33.72K

0.03%

Advisory Services Network, LLC

33.63K

Jun 30, 26

+13.04K

0.03%

Diversify Advisory Services, LLC

33.60K

Jun 30, 26

+33.60K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

33.60K

Jun 30, 26

-131

0.03%

HBW Advisory Services LLC

31.32K

Jun 30, 26

+1.69K

0.03%

Valued Retirements, Inc.

30.82K

Jun 30, 26

+182

0.03%

Golden State Wealth Management, LLC

30.78K

Jun 30, 26

+3.01K

0.03%

Blake Schutter Theil Wealth Advisors, LLC

30.39K

Jun 30, 26

+106

0.03%

Aviance Capital Partners, LLC

30.27K

Jun 30, 26

-109

0.03%

Prospera Financial Services Inc

30.24K

Jun 30, 26

+9.51K

0.03%

MANNING & NAPIER ADVISORS LLC

30.19K

Jun 30, 26

-4.87K

0.03%

Lifetime Wealth Management P.C.

29.29K

Jun 30, 26

+459

0.02%

Western Wealth Management, LLC

28.55K

Jun 30, 26

+9.18K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

28.10K

Jun 30, 26

+4.05K

0.02%

CHOREO, LLC

28.06K

Jun 30, 26

-414

0.02%

Hilltop Holdings Inc.

27.33K

Jun 30, 26

+1.54K

0.02%

VisionPoint Advisory Group, LLC

27.29K

Jun 30, 26

-2.83K

0.02%

Brinker Capital Investments, LLC

27.05K

Jun 30, 26

-14.94K

0.02%

IEQ CAPITAL, LLC

26.81K

Jun 30, 26

0.02%

Regal Investment Advisors LLC

26.35K

Jun 30, 26

-13

0.02%

SCOTIA CAPITAL INC.

26.15K

Jun 30, 26

-12.68K

0.02%

Colony Group, LLC

25.61K

Jun 30, 26

+7.24K

0.02%

Galvin, Gaustad & Stein, LLC

24.91K

Jun 30, 26

+1.50K

0.02%

Fortis Group Advisors, LLC

24.58K

Jun 30, 26

+1.04K

0.02%

Shore Point Advisors, LLC

24.11K

Jun 30, 26

-117

0.02%

Lakeridge Wealth Management LLC

23.37K

Jun 30, 26

-95.24K

0.02%

COMPASS FINANCIAL MANAGEMENT LLC

23.14K

Jun 30, 26

+23.14K

0.02%

Centurion Wealth Management LLC

23.02K

Jun 30, 26

-51

0.02%

OneAscent Financial Services LLC

22.51K

Jun 30, 26

+38

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

19.96K

Jun 30, 26

+6.29K

0.02%

NATIONAL BANK OF CANADA /FI/

19.76K

Jun 30, 26

+2.22K

0.02%

Indivisible Partners

19.69K

Jun 30, 26

+6.22K

0.02%

HighPoint Advisor Group LLC

19.51K

Jun 30, 26

-559

0.02%

PFG Investments, LLC

19.38K

Jun 30, 26

+44

0.02%

Collaborative Wealth Managment Inc.

19.11K

Jun 30, 26

+19.11K

0.02%

Nautilus Advisors LLC

19.04K

Jun 30, 26

-30

0.02%

Waverly Advisors, LLC

18.83K

Jun 30, 26

-646

0.02%

BFI Infinity Ltd.

18.26K

Jun 30, 26

0.02%

Optivise Advisory Services LLC

17.26K

Jun 30, 26

+17.26K

0.01%

PARK AVENUE SECURITIES LLC

16.25K

Jun 30, 26

+5.06K

0.01%

FMR LLC

15.90K

Jun 30, 26

+3.86K

0.01%

Beaumont Capital Management, LLC

15.88K

Jun 30, 26

+95

0.01%

AdvisorNet Financial, Inc

15.22K

Jun 30, 26

+1.30K

0.01%

Envestnet Portfolio Solutions, Inc.

14.94K

Jun 30, 26

-568

0.01%

Strategic Blueprint, LLC

14.56K

Jun 30, 26

-1.20K

0.01%

MAI Capital Management

14.31K

Jun 30, 26

+4.32K

0.01%

Rathbones Group PLC

14.24K

Jun 30, 26

-137

0.01%

Magnus Financial Group LLC

14.24K

Jun 30, 26

-671

0.01%

BENJAMIN EDWARDS INC

13.44K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

12.77K

Jun 30, 26

+2.25K

0.01%

ProVise Management Group, LLC

12.70K

Jun 30, 26

+1.75K

0.01%

Prosperity Financial Group, Inc.

12.65K

Jun 30, 26

+160

0.01%

IHT Wealth Management, LLC

12.47K

Jun 30, 26

+41

0.01%

WAYSTONE ADVISORS LLC

11.79K

Jun 30, 26

-117

0.01%

VERUS CAPITAL PARTNERS, LLC

11.59K

Jun 30, 26

-12

0.01%

Arete Wealth Advisors, LLC

11.34K

Jun 30, 26

-1.03K

0.01%

Pasadena Private Wealth, LLC

11.27K

Jun 30, 26

+600

0.01%

Park Square Financial Group, LLC

10.54K

Jun 30, 26

-2.17K

0.01%

Aptus Capital Advisors, LLC

10.37K

Jun 30, 26

+10.37K

0.01%

Fortis Capital Advisors, LLC

10.36K

Jun 30, 26

+147

0.01%

Berger Financial Group, Inc

10.28K

Jun 30, 26

+61

0.01%

LexAurum Advisors, LLC

10.12K

Jun 30, 26

-172

0.01%

Ignite Planners, LLC

9.89K

Jun 30, 26

+561

0.01%

Capital Analysts, LLC

9.86K

Jun 30, 26

+1.18K

0.01%

PARTNERS WEALTH MANAGEMENT, LLC

9.78K

Jun 30, 26

-51

0.01%

Clarus Group, Inc.

9.72K

Jun 30, 26

0.01%

Foguth Wealth Management, LLC.

9.49K

Jun 30, 26

-6.58K

0.01%

Marks Group Wealth Management, Inc

9.31K

Jun 30, 26

0.01%

MONEY CONCEPTS CAPITAL CORP

9.30K

Jun 30, 26

+604

0.01%

Creekside Partners

9.14K

Jun 30, 26

0.01%

Retireful, LLC

8.96K

Jun 30, 26

0.01%

Cornerstone Wealth Group, LLC

8.80K

Jun 30, 26

-1.89K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

8.47K

Jun 30, 26

+2.22K

0.01%

Ascent Group, LLC

8.39K

Jun 30, 26

+61

0.01%

Geneos Wealth Management Inc.

8.33K

Jun 30, 26

+5.41K

0.01%

Hanlon Investment Management, Inc.

8.27K

Jun 30, 26

+1.57K

0.01%

Sovran Advisors, LLC

8.26K

Jun 30, 26

-4.06K

0.01%

Encompass More Asset Management

8.15K

Jun 30, 26

+1.59K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.10K

Jun 30, 26

+242

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

8.06K

Jun 30, 26

-343

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.03K

Jun 30, 26

+116

0.01%

SMITH, MOORE & CO.

7.94K

Jun 30, 26

-20

0.01%

Bank of New York Mellon Corp

7.66K

Jun 30, 26

+1.09K

0.01%

Avidian Wealth Solutions, LLC

7.66K

Jun 30, 26

0.01%

Elm3 Financial Group, LLC

7.61K

Jun 30, 26

-20

0.01%

Y-Intercept (Hong Kong) Ltd

7.39K

Jun 30, 26

+7.39K

0.01%

Legacy Wealth Partners, LLC

7.08K

Jun 30, 26

+7.08K

0.01%

Triumph Capital Management

7.03K

Jun 30, 26

+193

0.01%

RICHARDS, MERRILL & PETERSON, INC.

6.97K

Jun 30, 26

+6.97K

0.01%

DAVENPORT & Co LLC

6.49K

Jun 30, 26

+6.49K

0.01%

SEI INVESTMENTS CO

6.43K

Jun 30, 26

0.01%

AE Wealth Management LLC

6.31K

Jun 30, 26

-241

0.01%

Foundations Investment Advisors, LLC

6.19K

Jun 30, 26

+176

0.01%

RIDGECREST WEALTH PARTNERS, LLC

6.10K

Jun 30, 26

0.01%

Merit Financial Group, LLC

5.93K

Jun 30, 26

+42

0.01%

MERCER GLOBAL ADVISORS INC /ADV

5.77K

Jun 30, 26

-385

0.00%

Empirical Asset Management, LLC

5.55K

Jun 30, 26

-378

0.00%

CI Private Wealth, LLC

5.47K

Jun 30, 26

+5.47K

0.00%

ACT WEALTH MANAGEMENT, LLC

5.44K

Jun 30, 26

+5.44K

0.00%

VISIONARY HORIZONS, LLC

5.41K

Jun 30, 26

+97

0.00%

Fortitude Financial, LLC

5.34K

Jun 30, 26

+50

0.00%

Modera Wealth Management, LLC

5.29K

Jun 30, 26

0.00%

OxenFree Capital LLC

5.28K

Jun 30, 26

-101

0.00%

FIFTH THIRD BANCORP

5.23K

Jun 30, 26

+288

0.00%

Independent Advisor Alliance

5.03K

Jun 30, 26

-255.73K

0.00%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

5.00K

Jun 30, 26

-116

0.00%

Brookstone Capital Management

4.94K

Jun 30, 26

-23

0.00%

NBC SECURITIES, INC.

3.79K

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

2.75K

Jun 30, 26

+2.75K

0.00%

Luminist Capital LLC

2.48K

Jun 30, 26

+2.48K

0.00%

Glass Jacobson Investment Advisors llc

2.19K

Jun 30, 26

-1.13K

0.00%

IMA Wealth, Inc.

2.00K

Jun 30, 26

+2.00K

0.00%

FWL INVESTMENT MANAGEMENT, LLC

1.73K

Jun 30, 26

+1.73K

0.00%

BlackRock, Inc.

1.57K

Jun 30, 26

+150

0.00%

Concord Wealth Partners

1.54K

Jun 30, 26

+1.54K

0.00%

Clearstead Advisors, LLC

1.53K

Jun 30, 26

+1.32K

0.00%

Parallel Advisors, LLC

1.36K

Jun 30, 26

0.00%

Peck Wealth Management, LLC

1.20K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

1.10K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

1.00K

Jun 30, 26

+14

0.00%

Signature Equity Partners, LLC

1.00K

Jun 30, 26

0.00%

NorthAvenue LLC

944

Jun 30, 26

+944

0.00%

Torren Management, LLC

838

Jun 30, 26

+13

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

815

Jun 30, 26

+144

0.00%

Holos Integrated Wealth LLC

790

Jun 30, 26

+790

0.00%

Millstone Evans Group, LLC

734

Jun 30, 26

+734

0.00%

HUNTINGTON NATIONAL BANK

601

Jun 30, 26

-4.33K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

545

Jun 30, 26

+545

0.00%

Spire Wealth Management

400

Jun 30, 26

0.00%

BESSEMER GROUP INC

400

Jun 30, 26

0.00%

CoreCap Advisors, LLC

334

Jun 30, 26

+334

0.00%

Lloyd Advisory Services, LLC.

313

Jun 30, 26

+313

0.00%

US BANCORP \DE\

304

Jun 30, 26

0.00%

Bank of New Hampshire

300

Jun 30, 26

0.00%

TSFG, LLC

284

Jun 30, 26

+284

0.00%

ST GERMAIN D J CO INC

269

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

265

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

254

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

245

Jun 30, 26

-19.40K

0.00%

SJS Investment Consulting Inc.

160

Jun 30, 26

+160

0.00%

Vermillion Wealth Management, Inc.

123

Jun 30, 26

+70

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

0.00%

CENTRAL TRUST Co

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

+70

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

-3.31K

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+46

0.00%

Virtus ETF Advisers LLC

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

+35

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-80

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+29

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-2.93K

Destiny Wealth Partners, LLC

Jun 30, 26

-150

Allworth Financial LP

Jun 30, 26

-1.20K

GeoWealth Management, LLC

Jun 30, 26

-53.69K

Advisors Preferred, LLC

Jun 30, 26

-4.01K

Cornerstone Wealth Management, LLC

Jun 30, 26

-5.01K

FIFTH THIRD SECURITIES, INC.

Jun 30, 26

-5.21K

Founders Financial Alliance, LLC

Jun 30, 26

-64.41K

D. E. Shaw & Co., Inc.

Jun 30, 26

-24.56K

Stillwater Private Wealth, LLC

Jun 30, 26

-14.23K

Ronald Blue Trust, Inc.

Jun 30, 26

-211

GODSEY & GIBB, INC

Jun 30, 26

-144

Cornerstone Planning Group LLC

Jun 30, 26

-70

M Holdings Securities, Inc.

Jun 30, 26

-14.63K

Innovative Asset Advisors Group, LLC

Jun 30, 26

-289

Abound Wealth Management

Jun 30, 26

-3.56K

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-500

Stratos Wealth Partners, LTD.

Jun 30, 26

-5.18K

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-276

Signal Advisors Wealth, LLC

Jun 30, 26

-7.95K

Beacon Harbor Wealth Advisors, Inc.

Jun 30, 26

-352.97K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-3.31K

CWM, LLC

1.18M

Mar 31, 26

+206.70K

1.01%

True Vision MN LLC

21.79K

Mar 31, 26

+2.02K

0.02%

VectorGlobal IAG, Inc.

20.03K

Mar 31, 26

+20.03K

0.02%

Sunbelt Securities, Inc.

14.72K

Mar 31, 26

+4.17K

0.01%

Jaffetilchin Investment Partners, LLC

7.67K

Mar 31, 26

+551

0.01%

COMERICA BANK

19.00K

Dec 31, 25

+4.03K

0.02%

Dentgroup LLC

13.43K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

2.97K

Dec 31, 25

+2.97K

0.00%

Stephens Consulting, LLC

467

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-408

PINNACLE FINANCIAL PARTNERS INC

509.07K

Sep 30, 25

+77.38K

0.43%

Pineridge Advisors LLC

119

Sep 30, 25

+119

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-33.50K

AVANTAX ADVISORY SERVICES, INC.

231.84K

Jun 30, 25

+105.42K

0.20%

Atria Wealth Solutions, Inc.

183.47K

Jun 30, 25

-34.54K

0.16%

Orion Portfolio Solutions, LLC

40.62K

Mar 31, 25

+40.62K

0.03%

Grant/GrossMendelsohn, LLC

9.50K

Mar 31, 25

+9.50K

0.01%

Kolinsky Wealth Management, LLC

166.32K

Dec 31, 24

+166.32K

0.14%

GG Group Ventures, LLC

37.82K

Dec 31, 24

-2.03K

0.03%

Raymond James Financial Services Advisors, Inc.

645.33K

Sep 30, 24

+151.26K

0.55%

RAYMOND JAMES & ASSOCIATES

546.74K

Sep 30, 24

+89.56K

0.47%

FinTrust Capital Advisors, LLC

81.33K

Sep 30, 24

+12.27K

0.07%

ETFIDEA, LLC

34.71K

Sep 30, 24

0.03%

RAYMOND JAMES TRUST N.A.

19.29K

Sep 30, 24

0.02%

Arden Trust Co

38.39K

Jun 30, 24

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

847

Jun 30, 24

+847

0.00%

Cetera Advisors LLC

454.13K

Mar 31, 24

+30.28K

0.39%

Cetera Advisor Networks LLC

228.49K

Mar 31, 24

+64.91K

0.19%

Retirement Group, LLC

1.98K

Mar 31, 24

+250

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

109.82K

Dec 31, 23

+109.82K

0.09%

DFPG INVESTMENTS, LLC

31.28K

Dec 31, 23

+1.31K

0.03%

Sutton Wealth Advisors Inc.

Sep 30, 23

0.00%

Financial Architects, Inc

333.33K

Jun 30, 23

+109.55K

0.28%

First Capital Advisors Group, LLC.

157.25K

Jun 30, 23

+7.08K

0.13%

Ford Financial Group, LLC

Mar 31, 23

-27.23K

TITLEIST ASSET MANAGEMENT, LTD.

123.16K

Dec 31, 22

+17.54K

0.11%

American Portfolios Advisors

1.90K

Sep 30, 22

-550

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-208

QS Investors, LLC

1.14M

Jun 30, 21

-1.53K

0.97%

Reby Advisors, LLC

2.94K

Dec 31, 20

+2.94K

0.00%

Advisor Group, Inc.

5.34K

Dec 31, 19

+1.77K

0.00%

Commonwealth Equity Services, Inc

37.33K

Jun 30, 17

+27.77K

0.03%

MSI Financial Services Inc

1.02K

Dec 31, 16

+15

0.00%