iShares Short Maturity Municipal Bond Active ETF(MEAR)

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iShares Short Maturity Municipal Bond Active ETF(MEAR)

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$50.28—

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MEAR(MEAR)

MEAR

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

Institutional Ownership

Top 276 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.26M	Mar 31, 26	+45.40K	11.90%
Rockwood Wealth Management, LLC	2.28M	Mar 31, 26	+85.26K	8.31%
Resonant Capital Advisors, LLC	1.67M	Mar 31, 26	+293.49K	6.09%
BANK OF AMERICA CORP /DE/	1.42M	Mar 31, 26	+245.08K	5.18%
CAPTRUST FINANCIAL ADVISORS	1.07M	Mar 31, 26	-397.71K	3.92%
LPL Financial LLC	759.62K	Mar 31, 26	+86.70K	2.77%
Integrated Wealth Concepts LLC	657.95K	Mar 31, 26	+5.75K	2.40%
Foster Group, Inc.	589.88K	Mar 31, 26	+38.94K	2.15%
Cetera Investment Advisers	506.01K	Mar 31, 26	+20.71K	1.85%
Ullmann Wealth Partners Group, LLC	435.83K	Mar 31, 26	-9.71K	1.59%
Bank of New York Mellon Corp	428.83K	Mar 31, 26	+376.87K	1.57%
Equitable Holdings, Inc.	385.13K	Mar 31, 26	+385.13K	1.41%
JPMORGAN CHASE & CO	329.22K	Mar 31, 26	+30.59K	1.20%
Crewe Advisors LLC	307.37K	Mar 31, 26	+307.37K	1.12%
ADVISOR GROUP HOLDINGS, INC.	296.53K	Mar 31, 26	+64.54K	1.08%
Rockefeller Capital Management L.P.	226.01K	Mar 31, 26	+111.22K	0.83%
Dynasty Wealth Management, LLC	221.90K	Mar 31, 26	+41.79K	0.81%
Quotient Wealth Partners, LLC	204.22K	Mar 31, 26	+18.99K	0.75%
HighTower Advisors, LLC	193.77K	Mar 31, 26	-968	0.71%
Colony Group, LLC	193.42K	Mar 31, 26	-8.34K	0.71%
Pine Harbor Wealth Management, LLC	175.06K	Mar 31, 26	-615	0.64%
Cambridge Investment Research Advisors, Inc.	167.53K	Mar 31, 26	-14.86K	0.61%
CWM, LLC	163.62K	Mar 31, 26	-6.57K	0.60%
ROYAL BANK OF CANADA	159.91K	Mar 31, 26	-22.33K	0.58%
Smart Money Group LLC	158.80K	Mar 31, 26	+22.54K	0.58%
JONES FINANCIAL COMPANIES LLLP	133.62K	Mar 31, 26	+53.81K	0.49%
DGS Capital Management, LLC	130.73K	Mar 31, 26	+28.05K	0.48%
Betterment LLC	113.53K	Mar 31, 26	-20.20K	0.41%
Portfolio Design Labs, LLC	111.61K	Mar 31, 26	-218	0.41%
Merit Financial Group, LLC	108.82K	Mar 31, 26	+1.23K	0.40%
UBS Group AG	104.59K	Mar 31, 26	-61.77K	0.38%
NewEdge Advisors, LLC	102.39K	Mar 31, 26	-1.12K	0.37%
Sanctuary Advisors, LLC	101.34K	Mar 31, 26	-19.82K	0.37%
ENVESTNET ASSET MANAGEMENT INC	99.99K	Mar 31, 26	-279.80K	0.37%
Richard P Slaughter Associates Inc	95.45K	Mar 31, 26	-7.97K	0.35%
Ascent Group, LLC	94.14K	Mar 31, 26	-923	0.34%
Elmwood Wealth Management, Inc.	88.02K	Mar 31, 26	-1.27K	0.32%
Integrated Investment Consultants, LLC	86.42K	Mar 31, 26	+9.53K	0.32%
Ausdal Financial Partners, Inc.	85.20K	Mar 31, 26	+8.87K	0.31%
DONALDSON CAPITAL MANAGEMENT, LLC	79.99K	Mar 31, 26	+6.22K	0.29%
Cresta Advisors, Ltd.	78.77K	Mar 31, 26	+29.67K	0.29%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	77.83K	Mar 31, 26	+11.62K	0.28%
Willis Johnson & Associates, Inc.	72.83K	Mar 31, 26	-32.33K	0.27%
JACOBSON & SCHMITT ADVISORS, LLC	70.88K	Mar 31, 26	+5.49K	0.26%
Sigma Planning Corp	63.37K	Mar 31, 26	+1.66K	0.23%
FLOW TRADERS U.S. LLC	62.63K	Mar 31, 26	+58.48K	0.23%
Kestra Advisory Services, LLC	60.86K	Mar 31, 26	-12.11K	0.22%
Clarity Asset Management, Inc.	59.67K	Mar 31, 26	-5.00K	0.22%
Horizon Wealth Management, LLC	57.92K	Mar 31, 26	-5.00K	0.21%
Resources Investment Advisors, LLC.	56.98K	Mar 31, 26	-23.88K	0.21%
Beacon Pointe Advisors, LLC	56.89K	Mar 31, 26	+11.15K	0.21%
Modern Wealth Management, LLC	55.11K	Mar 31, 26	-16.19K	0.20%
BlackRock, Inc.	53.96K	Mar 31, 26	+1.72K	0.20%
JANE STREET GROUP, LLC	53.34K	Mar 31, 26	+53.34K	0.19%
THRIVENT FINANCIAL FOR LUTHERANS	52.12K	Mar 31, 26	-1.42K	0.19%
RAYMOND JAMES FINANCIAL INC	50.29K	Mar 31, 26	-4.62K	0.18%
STIFEL FINANCIAL CORP	49.20K	Mar 31, 26	-664	0.18%
Flagship Private Wealth, LLC	48.99K	Mar 31, 26	+8.54K	0.18%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	48.98K	Mar 31, 26	+20.82K	0.18%
TITLEIST ASSET MANAGEMENT, LLC	46.40K	Mar 31, 26	+6.38K	0.17%
Keystone Financial Group, Inc.	43.90K	Mar 31, 26	-35.85K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43.14K	Mar 31, 26	-6.56K	0.16%
Meeder Advisory Services, Inc.	42.72K	Mar 31, 26	-335	0.16%
Sovran Advisors, LLC	41.42K	Mar 31, 26	-1.53K	0.15%
Aprio Wealth Management, LLC	41.17K	Mar 31, 26	+785	0.15%
STEPHENS INC /AR/	40.73K	Mar 31, 26	-95.82K	0.15%
Mariner, LLC	40.53K	Mar 31, 26	-31.93K	0.15%
Highland Financial Advisors, LLC	40.22K	Mar 31, 26	-947	0.15%
Stratos Wealth Partners, LTD.	39.44K	Mar 31, 26	-1.03K	0.14%
IFP Advisors, Inc	39.33K	Mar 31, 26	+8.91K	0.14%
NATIXIS ADVISORS, L.P.	38.19K	Mar 31, 26	+38.19K	0.14%
Summit Wealth Partners, LLC	37.73K	Mar 31, 26	--	0.14%
CITADEL ADVISORS LLC	37.66K	Mar 31, 26	+12.97K	0.14%
EAGLE GLOBAL ADVISORS LLC	36.15K	Mar 31, 26	-100	0.13%
HILL ISLAND FINANCIAL LLC	34.15K	Mar 31, 26	--	0.12%
Asset Allocation Strategies LLC	33.08K	Mar 31, 26	+33.08K	0.12%
Five Pine Wealth Management	31.91K	Mar 31, 26	+1.02K	0.12%
Lakeridge Wealth Management LLC	31.77K	Mar 31, 26	+31.77K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	31.48K	Mar 31, 26	-690	0.11%
1900 WEALTH MANAGEMENT LLC	30.78K	Mar 31, 26	--	0.11%
FIFTH THIRD BANCORP	30.69K	Mar 31, 26	+30.69K	0.11%
KWMG, LLC	30.68K	Mar 31, 26	-2.35K	0.11%
Valeo Financial Advisors, LLC	29.43K	Mar 31, 26	-4.35K	0.11%
Evernest Financial Advisors, LLC	29.34K	Mar 31, 26	+7.30K	0.11%
Waverly Advisors, LLC	27.70K	Mar 31, 26	+6.28K	0.10%
MMA ASSET MANAGEMENT LLC	27.20K	Mar 31, 26	+3.12K	0.10%
TRUIST FINANCIAL CORP	27.02K	Mar 31, 26	+7.03K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	26.38K	Mar 31, 26	+944	0.10%
Syntegra Private Wealth Group, LLC	25.61K	Mar 31, 26	+85	0.09%
Alexander Randolph Advisory, Inc.	25.44K	Mar 31, 26	-3.00K	0.09%
U.S. Capital Wealth Advisors, LLC	24.83K	Mar 31, 26	-4.95K	0.09%
Core Wealth Advisors, Inc.	24.82K	Mar 31, 26	+11.01K	0.09%
VestGen Advisors, LLC	23.27K	Mar 31, 26	+13	0.08%
D.A. DAVIDSON & CO.	23.03K	Mar 31, 26	-494	0.08%
MML INVESTORS SERVICES, LLC	22.85K	Mar 31, 26	-10.62K	0.08%
McKinley Carter Wealth Services, Inc.	22.61K	Mar 31, 26	+1.08K	0.08%
OLD MISSION CAPITAL LLC	22.12K	Mar 31, 26	+14.59K	0.08%
Creative Planning	22.01K	Mar 31, 26	-565	0.08%
BESSEMER GROUP INC	21.54K	Mar 31, 26	+21.54K	0.08%
Janney Montgomery Scott LLC	21.32K	Mar 31, 26	+119	0.08%
One Capital Management, LLC	20.86K	Mar 31, 26	-1.11K	0.08%
DORVAL Corp	20.62K	Mar 31, 26	+3.62K	0.08%
Columbia River Financial Group, LLC	20.58K	Mar 31, 26	+1.95K	0.08%
Private Advisor Group, LLC	20.43K	Mar 31, 26	-5.00K	0.07%
Total Clarity Wealth Management, Inc.	20.26K	Mar 31, 26	-771	0.07%
Farther Finance Advisors, LLC	19.92K	Mar 31, 26	+8.27K	0.07%
Bellecapital International Ltd.	19.91K	Mar 31, 26	--	0.07%
Brookwood Investment Group LLC	18.01K	Mar 31, 26	+516	0.07%
Objective Capital Management, LLC	17.21K	Mar 31, 26	-639	0.06%
4J Wealth Management LLC	17.17K	Mar 31, 26	--	0.06%
Tortoise Investment Management, LLC	17.00K	Mar 31, 26	-44.47K	0.06%
Chicago Partners Investment Group LLC	15.75K	Mar 31, 26	+3.83K	0.06%
Kathmere Capital Management, LLC	14.97K	Mar 31, 26	-25	0.05%
Fourth Dimension Wealth, LLC	14.61K	Mar 31, 26	-493	0.05%
Savant Capital, LLC	14.41K	Mar 31, 26	-99.70K	0.05%
Sharkey, Howes & Javer	13.52K	Mar 31, 26	+40	0.05%
SYKON CAPITAL LLC	12.80K	Mar 31, 26	+500	0.05%
Mount Yale Investment Advisors, LLC	12.57K	Mar 31, 26	-4.90K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	12.06K	Mar 31, 26	+240	0.04%
Vestmark Advisory Solutions, Inc.	11.77K	Mar 31, 26	-3.69K	0.04%
Belpointe Asset Management LLC	11.12K	Mar 31, 26	-618	0.04%
VALLEY NATIONAL ADVISERS INC	10.90K	Mar 31, 26	+145	0.04%
Forum Financial Management, LP	10.50K	Mar 31, 26	--	0.04%
McAdam, LLC	10.21K	Mar 31, 26	-323	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.05K	Mar 31, 26	+698	0.04%
Vertex Planning Partners, LLC	9.57K	Mar 31, 26	+721	0.03%
Cerity Partners LLC	9.54K	Mar 31, 26	+376	0.03%
IHT Wealth Management, LLC	9.35K	Mar 31, 26	+1.89K	0.03%
HARBOUR INVESTMENTS, INC.	9.27K	Mar 31, 26	-11.45K	0.03%
Client First Capital LLC	9.17K	Mar 31, 26	-8.68K	0.03%
Advisory Services Network, LLC	9.07K	Mar 31, 26	+432	0.03%
Dynamic Advisor Solutions LLC	8.70K	Mar 31, 26	+11	0.03%
Csenge Advisory Group	8.66K	Mar 31, 26	+1.98K	0.03%
MGO ONE SEVEN LLC	8.29K	Mar 31, 26	+1.15K	0.03%
Avestar Capital, LLC	8.00K	Mar 31, 26	+8.00K	0.03%
Cross Staff Investments Inc	8.00K	Mar 31, 26	--	0.03%
Southeast Asset Advisors Inc.	7.75K	Mar 31, 26	--	0.03%
HighPoint Advisor Group LLC	7.75K	Mar 31, 26	+64	0.03%
BENJAMIN EDWARDS INC	7.65K	Mar 31, 26	-2.94K	0.03%
KM Capital Management Ltd.	7.57K	Mar 31, 26	-1.50K	0.03%
FINANCIAL MANAGEMENT NETWORK INC	7.49K	Mar 31, 26	+1.45K	0.03%
Vise Technologies, Inc.	7.48K	Mar 31, 26	--	0.03%
Argent Trust Co	7.48K	Mar 31, 26	--	0.03%
Milestone Investment Advisors LLC	7.38K	Mar 31, 26	+159	0.03%
TAGStone Capital, Inc.	7.23K	Mar 31, 26	-1.83K	0.03%
MRP Capital Investments, LLC	7.00K	Mar 31, 26	--	0.03%
SEEDS INVESTOR LLC	6.95K	Mar 31, 26	+6.95K	0.03%
Iowa State Bank	6.65K	Mar 31, 26	--	0.02%
Skyline Advisors, Inc.	6.58K	Mar 31, 26	+6	0.02%
HB Wealth Management, LLC	6.47K	Mar 31, 26	+6.47K	0.02%
OPTIMA CAPITAL LLC	6.32K	Mar 31, 26	+174	0.02%
Mallini Complete Financial Planning LLC	6.00K	Mar 31, 26	--	0.02%
SAGESPRING WEALTH PARTNERS, LLC	6.00K	Mar 31, 26	+6.00K	0.02%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	5.95K	Mar 31, 26	-414	0.02%
BCGM Wealth Management, LLC	5.91K	Mar 31, 26	+25	0.02%
Heritage Wealth Management, Inc./Texas	5.81K	Mar 31, 26	--	0.02%
SILVER OAK SECURITIES, INCORPORATED	5.63K	Mar 31, 26	-596	0.02%
Capital Advisors, Ltd. LLC	5.61K	Mar 31, 26	+1.12K	0.02%
Buckingham Strategic Partners	5.53K	Mar 31, 26	+5.53K	0.02%
Allworth Financial LP	5.41K	Mar 31, 26	+258	0.02%
VERITY Wealth Advisors	5.38K	Mar 31, 26	--	0.02%
Charter Capital Management, LLC\DE	5.30K	Mar 31, 26	--	0.02%
Wealth Alliance	5.21K	Mar 31, 26	+5.21K	0.02%
Lantz Financial LLC	5.07K	Mar 31, 26	-374	0.02%
BlackDiamond Wealth Management Inc.	5.04K	Mar 31, 26	-337	0.02%
Zhang Financial LLC	5.04K	Mar 31, 26	--	0.02%
SAX WEALTH ADVISORS, LLC	5.00K	Mar 31, 26	--	0.02%
Lionshead Wealth Management, LLC	4.95K	Mar 31, 26	-3.51K	0.02%
Fidelis Capital Partners, LLC	4.85K	Mar 31, 26	--	0.02%
CI Private Wealth, LLC	4.75K	Mar 31, 26	+250	0.02%
Valmark Advisers, Inc.	4.66K	Mar 31, 26	+4.66K	0.02%
Strathmore Capital Advisors, Inc.	4.24K	Mar 31, 26	+4.24K	0.02%
Independent Wealth Network Inc.	4.23K	Mar 31, 26	+18	0.02%
Avidian Wealth Solutions, LLC	4.18K	Mar 31, 26	--	0.02%
LEGACY SOLUTIONS, LLC	4.17K	Mar 31, 26	--	0.02%
Shum Financial Group, Inc.	4.11K	Mar 31, 26	+4.11K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	4.06K	Mar 31, 26	-1.55K	0.01%
Dorsey & Whitney Trust CO LLC	4.03K	Mar 31, 26	--	0.01%
Concurrent Investment Advisors, LLC	4.02K	Mar 31, 26	--	0.01%
WEBSTER BANK, N. A.	4.02K	Mar 31, 26	-10.00K	0.01%
Steward Partners Investment Advisory, LLC	3.90K	Mar 31, 26	--	0.01%
MAI Capital Management	3.81K	Mar 31, 26	--	0.01%
Friedenthal Financial	2.67K	Mar 31, 26	+2.67K	0.01%
MATHER GROUP, LLC.	2.63K	Mar 31, 26	+2.63K	0.01%
Centennial Bank/AR/	2.14K	Mar 31, 26	+409	0.01%
CVA Family Office, LLC	1.98K	Mar 31, 26	+1.98K	0.01%
CX Institutional	1.51K	Mar 31, 26	+6	0.01%
Geneos Wealth Management Inc.	1.48K	Mar 31, 26	--	0.01%
Harbor Asset Planning, Inc.	971	Mar 31, 26	+4	0.00%
Sunbelt Securities, Inc.	883	Mar 31, 26	--	0.00%
Capital Analysts, LLC	437	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	422	Mar 31, 26	+422	0.00%
City State Bank	381	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	262	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	239	Mar 31, 26	-19.95K	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	207	Mar 31, 26	--	0.00%
HALLMARK CAPITAL MANAGEMENT INC	200	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	97	Mar 31, 26	+96	0.00%
NBC SECURITIES, INC.	50	Mar 31, 26	-50	0.00%
ASSETMARK, INC	8	Mar 31, 26	--	0.00%
AE Wealth Management LLC	1	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1	Mar 31, 26	--	0.00%
Savvy Advisors, Inc.	--	Mar 31, 26	-20.87K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-6.01K	--
Quantinno Capital Management LP	--	Mar 31, 26	-307.37K	--
DecisionMap Wealth Management, LLC	--	Mar 31, 26	-4.34K	--
CLIENT 1ST ADVISORY GROUP, LLC	--	Mar 31, 26	-5.42K	--
Westwood Wealth Management	--	Mar 31, 26	-8.46K	--
MISSION WEALTH MANAGEMENT, LP	--	Mar 31, 26	-4.28K	--
Capital Investment Advisory Services, LLC	--	Mar 31, 26	-2.20K	--
Stokes Family Office, LLC	--	Mar 31, 26	-4.21K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-6.87K	--
Towneley Capital Management, Inc / DE	--	Mar 31, 26	-4.96K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-48.69K	--
PINNACLE ASSOCIATES LTD	--	Mar 31, 26	-4.71K	--
Kovack Advisors, Inc.	--	Mar 31, 26	-4.00K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-59	--
CreativeOne Wealth, LLC	--	Mar 31, 26	-6.94K	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Mar 31, 26	-472	--
Elequin Securities, LLC	--	Mar 31, 26	-15.78K	--
Insight Inv LLC	--	Mar 31, 26	-5.30K	--
BSW Wealth Partners	--	Mar 31, 26	-13.74K	--
Kestra Investment Management, LLC	--	Mar 31, 26	-393.84K	--
Pinnacle Wealth Management Advisory Group, LLC	--	Mar 31, 26	-4.71K	--
COMERICA BANK	27.05K	Dec 31, 25	-1.58K	0.10%
Global Retirement Partners, LLC	--	Dec 31, 25	-569	--
Obsidian Personal Planning Solutions LLC	68.45K	Sep 30, 25	+2.14K	0.25%
Pineridge Advisors LLC	976	Sep 30, 25	-3.29K	0.00%
Atria Wealth Solutions, Inc.	32.93K	Jun 30, 25	+3.91K	0.12%
AVANTAX ADVISORY SERVICES, INC.	14.67K	Jun 30, 25	-447	0.05%
Graypoint LLC	9.03K	Jun 30, 25	-1.00K	0.03%
Orion Portfolio Solutions, LLC	28.38K	Mar 31, 25	-5.36K	0.10%
Aveo Capital Partners, LLC	20.31K	Mar 31, 25	-1.27K	0.07%
Sugarloaf Wealth Management, LLC	1.00K	Dec 31, 24	--	0.00%
Source Financial Advisors LLC	181.37K	Sep 30, 24	+47.34K	0.66%
FinTrust Capital Advisors, LLC	34.37K	Sep 30, 24	+18.39K	0.13%
Raymond James Financial Services Advisors, Inc.	23.66K	Sep 30, 24	-30.18K	0.09%
Bridge Advisory, LLC	4.78K	Sep 30, 24	-7.97K	0.02%
Arden Trust Co	58.09K	Jun 30, 24	+21.24K	0.21%
BlackRock Inc.	43.92K	Jun 30, 24	-404.39K	0.16%
BENJAMIN F. EDWARDS & COMPANY, INC.	9.46K	Jun 30, 24	+269	0.03%
Cetera Advisors LLC	15.53K	Mar 31, 24	+2.98K	0.06%
Cetera Advisor Networks LLC	13.24K	Mar 31, 24	+26	0.05%
StrategIQ Financial Group, LLC	5.40K	Dec 31, 23	+5.40K	0.02%
COLONY GROUP LLC	183.19K	Sep 30, 23	-10.41K	0.67%
Windsor Group LTD	66.08K	Sep 30, 23	+6.96K	0.24%
ADVISOR PARTNERS II, LLC	4.58K	Sep 30, 23	+4.58K	0.02%
Icon Wealth Partners, LLC	3.89K	Sep 30, 23	-9	0.01%
TimeScale Financial, Inc.	663	Jun 30, 23	--	0.00%
Barber Financial Group, Inc.	15.15K	Mar 31, 23	+1.78K	0.06%
Laurel Wealth Advisors, Inc.	14.17K	Dec 31, 22	-62	0.05%
St. James Investment Advisors, LLC	57	Dec 31, 22	--	0.00%
KARLINSKI ANDREW C	29.29K	Sep 30, 22	-2.52K	0.11%
Karn, Couzens & Associates, Inc.	75.06K	Mar 31, 22	+7.86K	0.27%
NEXT Financial Group, Inc	18.57K	Dec 31, 21	-1.75K	0.07%
Carroll Financial Associates, Inc.	1.45K	Dec 31, 21	--	0.01%
Pacific Edge Advisors, LLC	60.75K	Sep 30, 21	+2.80K	0.22%
DERBY & COMPANY, INC	43.78K	Sep 30, 21	+16.30K	0.16%
Berman Capital Advisors, LLC	4.10K	Sep 30, 21	-25.54K	0.01%
USCA RIA LLC	7.10K	Jun 30, 21	-5.87K	0.03%
Stewardship Financial Advisors, LLC	825	Mar 31, 21	-398	0.00%
Independence Advisors, LLC	8.00K	Sep 30, 20	--	0.03%
First Allied Advisory Services, Inc.	--	Sep 30, 20	-17.14K	--
ACCURATE INVESTMENT SOLUTIONS, INC.	7.00K	Mar 31, 20	--	0.03%
Jackson Financial Management	50.00K	Dec 31, 19	+25.00K	0.18%
Advisor Group, Inc.	40.73K	Dec 31, 19	-42.50K	0.15%
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.78K	Dec 31, 19	+6.30K	0.08%
Hugh Johnson Advisors LLC	40.85K	Jun 30, 19	-3.66K	0.15%
WealthTrust Fairport, LLC	57.80K	Mar 31, 19	+18.01K	0.21%
NEXT Financial Holdings	3.10K	Mar 31, 19	+3.10K	0.01%
Requisite Energy Fund I LP	281.24K	Dec 31, 18	+281.24K	1.03%
Questar Asset Management, Inc.	37.11K	Dec 31, 18	+37.11K	0.14%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	32.00K	Sep 30, 18	+32.00K	0.12%
Yellowstone Partners, LLC	7.52K	Dec 31, 17	+1.05K	0.03%
Virtu KCG Holdings LLC	11.79K	Jun 30, 17	-3.97K	0.04%
BlackRock Investment Management, LLC	9.70K	Dec 31, 16	+9.70K	0.04%

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Holder

Date

Change

% Held

MORGAN STANLEY

3.26M

Mar 31, 26

+45.40K

11.90%

Rockwood Wealth Management, LLC

2.28M

Mar 31, 26

+85.26K

8.31%

Resonant Capital Advisors, LLC

1.67M

Mar 31, 26

+293.49K

6.09%

BANK OF AMERICA CORP /DE/

1.42M

Mar 31, 26

+245.08K

5.18%

CAPTRUST FINANCIAL ADVISORS

1.07M

Mar 31, 26

-397.71K

3.92%

LPL Financial LLC

759.62K

Mar 31, 26

+86.70K

2.77%

Integrated Wealth Concepts LLC

657.95K

Mar 31, 26

+5.75K

2.40%

Foster Group, Inc.

589.88K

Mar 31, 26

+38.94K

2.15%

Cetera Investment Advisers

506.01K

Mar 31, 26

+20.71K

1.85%

Ullmann Wealth Partners Group, LLC

435.83K

Mar 31, 26

-9.71K

1.59%

Bank of New York Mellon Corp

428.83K

Mar 31, 26

+376.87K

1.57%

Equitable Holdings, Inc.

385.13K

Mar 31, 26

+385.13K

1.41%

JPMORGAN CHASE & CO

329.22K

Mar 31, 26

+30.59K

1.20%

Crewe Advisors LLC

307.37K

Mar 31, 26

+307.37K

1.12%

ADVISOR GROUP HOLDINGS, INC.

296.53K

Mar 31, 26

+64.54K

1.08%

Rockefeller Capital Management L.P.

226.01K

Mar 31, 26

+111.22K

0.83%

Dynasty Wealth Management, LLC

221.90K

Mar 31, 26

+41.79K

0.81%

Quotient Wealth Partners, LLC

204.22K

Mar 31, 26

+18.99K

0.75%

HighTower Advisors, LLC

193.77K

Mar 31, 26

-968

0.71%

Colony Group, LLC

193.42K

Mar 31, 26

-8.34K

0.71%

Pine Harbor Wealth Management, LLC

175.06K

Mar 31, 26

-615

0.64%

Cambridge Investment Research Advisors, Inc.

167.53K

Mar 31, 26

-14.86K

0.61%

CWM, LLC

163.62K

Mar 31, 26

-6.57K

0.60%

ROYAL BANK OF CANADA

159.91K

Mar 31, 26

-22.33K

0.58%

Smart Money Group LLC

158.80K

Mar 31, 26

+22.54K

0.58%

JONES FINANCIAL COMPANIES LLLP

133.62K

Mar 31, 26

+53.81K

0.49%

DGS Capital Management, LLC

130.73K

Mar 31, 26

+28.05K

0.48%

Betterment LLC

113.53K

Mar 31, 26

-20.20K

0.41%

Portfolio Design Labs, LLC

111.61K

Mar 31, 26

-218

0.41%

Merit Financial Group, LLC

108.82K

Mar 31, 26

+1.23K

0.40%

UBS Group AG

104.59K

Mar 31, 26

-61.77K

0.38%

NewEdge Advisors, LLC

102.39K

Mar 31, 26

-1.12K

0.37%

Sanctuary Advisors, LLC

101.34K

Mar 31, 26

-19.82K

0.37%

ENVESTNET ASSET MANAGEMENT INC

99.99K

Mar 31, 26

-279.80K

0.37%

Richard P Slaughter Associates Inc

95.45K

Mar 31, 26

-7.97K

0.35%

Ascent Group, LLC

94.14K

Mar 31, 26

-923

0.34%

Elmwood Wealth Management, Inc.

88.02K

Mar 31, 26

-1.27K

0.32%

Integrated Investment Consultants, LLC

86.42K

Mar 31, 26

+9.53K

0.32%

Ausdal Financial Partners, Inc.

85.20K

Mar 31, 26

+8.87K

0.31%

DONALDSON CAPITAL MANAGEMENT, LLC

79.99K

Mar 31, 26

+6.22K

0.29%

Cresta Advisors, Ltd.

78.77K

Mar 31, 26

+29.67K

0.29%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

77.83K

Mar 31, 26

+11.62K

0.28%

Willis Johnson & Associates, Inc.

72.83K

Mar 31, 26

-32.33K

0.27%

JACOBSON & SCHMITT ADVISORS, LLC

70.88K

Mar 31, 26

+5.49K

0.26%

Sigma Planning Corp

63.37K

Mar 31, 26

+1.66K

0.23%

FLOW TRADERS U.S. LLC

62.63K

Mar 31, 26

+58.48K

0.23%

Kestra Advisory Services, LLC

60.86K

Mar 31, 26

-12.11K

0.22%

Clarity Asset Management, Inc.

59.67K

Mar 31, 26

-5.00K

0.22%

Horizon Wealth Management, LLC

57.92K

Mar 31, 26

-5.00K

0.21%

Resources Investment Advisors, LLC.

56.98K

Mar 31, 26

-23.88K

0.21%

Beacon Pointe Advisors, LLC

56.89K

Mar 31, 26

+11.15K

0.21%

Modern Wealth Management, LLC

55.11K

Mar 31, 26

-16.19K

0.20%

BlackRock, Inc.

53.96K

Mar 31, 26

+1.72K

0.20%

JANE STREET GROUP, LLC

53.34K

Mar 31, 26

+53.34K

0.19%

THRIVENT FINANCIAL FOR LUTHERANS

52.12K

Mar 31, 26

-1.42K

0.19%

RAYMOND JAMES FINANCIAL INC

50.29K

Mar 31, 26

-4.62K

0.18%

STIFEL FINANCIAL CORP

49.20K

Mar 31, 26

-664

0.18%

Flagship Private Wealth, LLC

48.99K

Mar 31, 26

+8.54K

0.18%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

48.98K

Mar 31, 26

+20.82K

0.18%

TITLEIST ASSET MANAGEMENT, LLC

46.40K

Mar 31, 26

+6.38K

0.17%

Keystone Financial Group, Inc.

43.90K

Mar 31, 26

-35.85K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

43.14K

Mar 31, 26

-6.56K

0.16%

Meeder Advisory Services, Inc.

42.72K

Mar 31, 26

-335

0.16%

Sovran Advisors, LLC

41.42K

Mar 31, 26

-1.53K

0.15%

Aprio Wealth Management, LLC

41.17K

Mar 31, 26

+785

0.15%

STEPHENS INC /AR/

40.73K

Mar 31, 26

-95.82K

0.15%

Mariner, LLC

40.53K

Mar 31, 26

-31.93K

0.15%

Highland Financial Advisors, LLC

40.22K

Mar 31, 26

-947

0.15%

Stratos Wealth Partners, LTD.

39.44K

Mar 31, 26

-1.03K

0.14%

IFP Advisors, Inc

39.33K

Mar 31, 26

+8.91K

0.14%

NATIXIS ADVISORS, L.P.

38.19K

Mar 31, 26

+38.19K

0.14%

Summit Wealth Partners, LLC

37.73K

Mar 31, 26

0.14%

CITADEL ADVISORS LLC

37.66K

Mar 31, 26

+12.97K

0.14%

EAGLE GLOBAL ADVISORS LLC

36.15K

Mar 31, 26

-100

0.13%

HILL ISLAND FINANCIAL LLC

34.15K

Mar 31, 26

0.12%

Asset Allocation Strategies LLC

33.08K

Mar 31, 26

+33.08K

0.12%

Five Pine Wealth Management

31.91K

Mar 31, 26

+1.02K

0.12%

Lakeridge Wealth Management LLC

31.77K

Mar 31, 26

+31.77K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

31.48K

Mar 31, 26

-690

0.11%

1900 WEALTH MANAGEMENT LLC

30.78K

Mar 31, 26

0.11%

FIFTH THIRD BANCORP

30.69K

Mar 31, 26

+30.69K

0.11%

KWMG, LLC

30.68K

Mar 31, 26

-2.35K

0.11%

Valeo Financial Advisors, LLC

29.43K

Mar 31, 26

-4.35K

0.11%

Evernest Financial Advisors, LLC

29.34K

Mar 31, 26

+7.30K

0.11%

Waverly Advisors, LLC

27.70K

Mar 31, 26

+6.28K

0.10%

MMA ASSET MANAGEMENT LLC

27.20K

Mar 31, 26

+3.12K

0.10%

TRUIST FINANCIAL CORP

27.02K

Mar 31, 26

+7.03K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

26.38K

Mar 31, 26

+944

0.10%

Syntegra Private Wealth Group, LLC

25.61K

Mar 31, 26

+85

0.09%

Alexander Randolph Advisory, Inc.

25.44K

Mar 31, 26

-3.00K

0.09%

U.S. Capital Wealth Advisors, LLC

24.83K

Mar 31, 26

-4.95K

0.09%

Core Wealth Advisors, Inc.

24.82K

Mar 31, 26

+11.01K

0.09%

VestGen Advisors, LLC

23.27K

Mar 31, 26

+13

0.08%

D.A. DAVIDSON & CO.

23.03K

Mar 31, 26

-494

0.08%

MML INVESTORS SERVICES, LLC

22.85K

Mar 31, 26

-10.62K

0.08%

McKinley Carter Wealth Services, Inc.

22.61K

Mar 31, 26

+1.08K

0.08%

OLD MISSION CAPITAL LLC

22.12K

Mar 31, 26

+14.59K

0.08%

Creative Planning

22.01K

Mar 31, 26

-565

0.08%

BESSEMER GROUP INC

21.54K

Mar 31, 26

+21.54K

0.08%

Janney Montgomery Scott LLC

21.32K

Mar 31, 26

+119

0.08%

One Capital Management, LLC

20.86K

Mar 31, 26

-1.11K

0.08%

DORVAL Corp

20.62K

Mar 31, 26

+3.62K

0.08%

Columbia River Financial Group, LLC

20.58K

Mar 31, 26

+1.95K

0.08%

Private Advisor Group, LLC

20.43K

Mar 31, 26

-5.00K

0.07%

Total Clarity Wealth Management, Inc.

20.26K

Mar 31, 26

-771

0.07%

Farther Finance Advisors, LLC

19.92K

Mar 31, 26

+8.27K

0.07%

Bellecapital International Ltd.

19.91K

Mar 31, 26

0.07%

Brookwood Investment Group LLC

18.01K

Mar 31, 26

+516

0.07%

Objective Capital Management, LLC

17.21K

Mar 31, 26

-639

0.06%

4J Wealth Management LLC

17.17K

Mar 31, 26

0.06%

Tortoise Investment Management, LLC

17.00K

Mar 31, 26

-44.47K

0.06%

Chicago Partners Investment Group LLC

15.75K

Mar 31, 26

+3.83K

0.06%

Kathmere Capital Management, LLC

14.97K

Mar 31, 26

-25

0.05%

Fourth Dimension Wealth, LLC

14.61K

Mar 31, 26

-493

0.05%

Savant Capital, LLC

14.41K

Mar 31, 26

-99.70K

0.05%

Sharkey, Howes & Javer

13.52K

Mar 31, 26

+40

0.05%

SYKON CAPITAL LLC

12.80K

Mar 31, 26

+500

0.05%

Mount Yale Investment Advisors, LLC

12.57K

Mar 31, 26

-4.90K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

12.06K

Mar 31, 26

+240

0.04%

Vestmark Advisory Solutions, Inc.

11.77K

Mar 31, 26

-3.69K

0.04%

Belpointe Asset Management LLC

11.12K

Mar 31, 26

-618

0.04%

VALLEY NATIONAL ADVISERS INC

10.90K

Mar 31, 26

+145

0.04%

Forum Financial Management, LP

10.50K

Mar 31, 26

0.04%

McAdam, LLC

10.21K

Mar 31, 26

-323

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.05K

Mar 31, 26

+698

0.04%

Vertex Planning Partners, LLC

9.57K

Mar 31, 26

+721

0.03%

Cerity Partners LLC

9.54K

Mar 31, 26

+376

0.03%

IHT Wealth Management, LLC

9.35K

Mar 31, 26

+1.89K

0.03%

HARBOUR INVESTMENTS, INC.

9.27K

Mar 31, 26

-11.45K

0.03%

Client First Capital LLC

9.17K

Mar 31, 26

-8.68K

0.03%

Advisory Services Network, LLC

9.07K

Mar 31, 26

+432

0.03%

Dynamic Advisor Solutions LLC

8.70K

Mar 31, 26

+11

0.03%

Csenge Advisory Group

8.66K

Mar 31, 26

+1.98K

0.03%

MGO ONE SEVEN LLC

8.29K

Mar 31, 26

+1.15K

0.03%

Avestar Capital, LLC

8.00K

Mar 31, 26

+8.00K

0.03%

Cross Staff Investments Inc

8.00K

Mar 31, 26

0.03%

Southeast Asset Advisors Inc.

7.75K

Mar 31, 26

0.03%

HighPoint Advisor Group LLC

7.75K

Mar 31, 26

+64

0.03%

BENJAMIN EDWARDS INC

7.65K

Mar 31, 26

-2.94K

0.03%

KM Capital Management Ltd.

7.57K

Mar 31, 26

-1.50K

0.03%

FINANCIAL MANAGEMENT NETWORK INC

7.49K

Mar 31, 26

+1.45K

0.03%

Vise Technologies, Inc.

7.48K

Mar 31, 26

0.03%

Argent Trust Co

7.48K

Mar 31, 26

0.03%

Milestone Investment Advisors LLC

7.38K

Mar 31, 26

+159

0.03%

TAGStone Capital, Inc.

7.23K

Mar 31, 26

-1.83K

0.03%

MRP Capital Investments, LLC

7.00K

Mar 31, 26

0.03%

SEEDS INVESTOR LLC

6.95K

Mar 31, 26

+6.95K

0.03%

Iowa State Bank

6.65K

Mar 31, 26

0.02%

Skyline Advisors, Inc.

6.58K

Mar 31, 26

0.02%

HB Wealth Management, LLC

6.47K

Mar 31, 26

+6.47K

0.02%

OPTIMA CAPITAL LLC

6.32K

Mar 31, 26

+174

0.02%

Mallini Complete Financial Planning LLC

6.00K

Mar 31, 26

0.02%

SAGESPRING WEALTH PARTNERS, LLC

6.00K

Mar 31, 26

+6.00K

0.02%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

5.95K

Mar 31, 26

-414

0.02%

BCGM Wealth Management, LLC

5.91K

Mar 31, 26

+25

0.02%

Heritage Wealth Management, Inc./Texas

5.81K

Mar 31, 26

0.02%

SILVER OAK SECURITIES, INCORPORATED

5.63K

Mar 31, 26

-596

0.02%

Capital Advisors, Ltd. LLC

5.61K

Mar 31, 26

+1.12K

0.02%

Buckingham Strategic Partners

5.53K

Mar 31, 26

+5.53K

0.02%

Allworth Financial LP

5.41K

Mar 31, 26

+258

0.02%

VERITY Wealth Advisors

5.38K

Mar 31, 26

0.02%

Charter Capital Management, LLC\DE

5.30K

Mar 31, 26

0.02%

Wealth Alliance

5.21K

Mar 31, 26

+5.21K

0.02%

Lantz Financial LLC

5.07K

Mar 31, 26

-374

0.02%

BlackDiamond Wealth Management Inc.

5.04K

Mar 31, 26

-337

0.02%

Zhang Financial LLC

5.04K

Mar 31, 26

0.02%

SAX WEALTH ADVISORS, LLC

5.00K

Mar 31, 26

0.02%

Lionshead Wealth Management, LLC

4.95K

Mar 31, 26

-3.51K

0.02%

Fidelis Capital Partners, LLC

4.85K

Mar 31, 26

0.02%

CI Private Wealth, LLC

4.75K

Mar 31, 26

+250

0.02%

Valmark Advisers, Inc.

4.66K

Mar 31, 26

+4.66K

0.02%

Strathmore Capital Advisors, Inc.

4.24K

Mar 31, 26

+4.24K

0.02%

Independent Wealth Network Inc.

4.23K

Mar 31, 26

+18

0.02%

Avidian Wealth Solutions, LLC

4.18K

Mar 31, 26

0.02%

LEGACY SOLUTIONS, LLC

4.17K

Mar 31, 26

0.02%

Shum Financial Group, Inc.

4.11K

Mar 31, 26

+4.11K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

4.06K

Mar 31, 26

-1.55K

0.01%

Dorsey & Whitney Trust CO LLC

4.03K

Mar 31, 26

0.01%

Concurrent Investment Advisors, LLC

4.02K

Mar 31, 26

0.01%

WEBSTER BANK, N. A.

4.02K

Mar 31, 26

-10.00K

0.01%

Steward Partners Investment Advisory, LLC

3.90K

Mar 31, 26

0.01%

MAI Capital Management

3.81K

Mar 31, 26

0.01%

Friedenthal Financial

2.67K

Mar 31, 26

+2.67K

0.01%

MATHER GROUP, LLC.

2.63K

Mar 31, 26

+2.63K

0.01%

Centennial Bank/AR/

2.14K

Mar 31, 26

+409

0.01%

CVA Family Office, LLC

1.98K

Mar 31, 26

+1.98K

0.01%

CX Institutional

1.51K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

1.48K

Mar 31, 26

0.01%

Harbor Asset Planning, Inc.

971

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

883

Mar 31, 26

0.00%

Capital Analysts, LLC

437

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

422

Mar 31, 26

+422

0.00%

City State Bank

381

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

262

Mar 31, 26

0.00%

Western Wealth Management, LLC

239

Mar 31, 26

-19.95K

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

207

Mar 31, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

200

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

+96

0.00%

NBC SECURITIES, INC.

Mar 31, 26

-50

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

Savvy Advisors, Inc.

Mar 31, 26

-20.87K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-6.01K

Quantinno Capital Management LP

Mar 31, 26

-307.37K

DecisionMap Wealth Management, LLC

Mar 31, 26

-4.34K

CLIENT 1ST ADVISORY GROUP, LLC

Mar 31, 26

-5.42K

Westwood Wealth Management

Mar 31, 26

-8.46K

MISSION WEALTH MANAGEMENT, LP

Mar 31, 26

-4.28K

Capital Investment Advisory Services, LLC

Mar 31, 26

-2.20K

Stokes Family Office, LLC

Mar 31, 26

-4.21K

Brinker Capital Investments, LLC

Mar 31, 26

-6.87K

Towneley Capital Management, Inc / DE

Mar 31, 26

-4.96K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-48.69K

PINNACLE ASSOCIATES LTD

Mar 31, 26

-4.71K

Kovack Advisors, Inc.

Mar 31, 26

-4.00K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-59

CreativeOne Wealth, LLC

Mar 31, 26

-6.94K

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

-472

Elequin Securities, LLC

Mar 31, 26

-15.78K

Insight Inv LLC

Mar 31, 26

-5.30K

BSW Wealth Partners

Mar 31, 26

-13.74K

Kestra Investment Management, LLC

Mar 31, 26

-393.84K

Pinnacle Wealth Management Advisory Group, LLC

Mar 31, 26

-4.71K

COMERICA BANK

27.05K

Dec 31, 25

-1.58K

0.10%

Global Retirement Partners, LLC

Dec 31, 25

-569

Obsidian Personal Planning Solutions LLC

68.45K

Sep 30, 25

+2.14K

0.25%

Pineridge Advisors LLC

976

Sep 30, 25

-3.29K

0.00%

Atria Wealth Solutions, Inc.

32.93K

Jun 30, 25

+3.91K

0.12%

AVANTAX ADVISORY SERVICES, INC.

14.67K

Jun 30, 25

-447

0.05%

Graypoint LLC

9.03K

Jun 30, 25

-1.00K

0.03%

Orion Portfolio Solutions, LLC

28.38K

Mar 31, 25

-5.36K

0.10%

Aveo Capital Partners, LLC

20.31K

Mar 31, 25

-1.27K

0.07%

Sugarloaf Wealth Management, LLC

1.00K

Dec 31, 24

0.00%

Source Financial Advisors LLC

181.37K

Sep 30, 24

+47.34K

0.66%

FinTrust Capital Advisors, LLC

34.37K

Sep 30, 24

+18.39K

0.13%

Raymond James Financial Services Advisors, Inc.

23.66K

Sep 30, 24

-30.18K

0.09%

Bridge Advisory, LLC

4.78K

Sep 30, 24

-7.97K

0.02%

Arden Trust Co

58.09K

Jun 30, 24

+21.24K

0.21%

BlackRock Inc.

43.92K

Jun 30, 24

-404.39K

0.16%

BENJAMIN F. EDWARDS & COMPANY, INC.

9.46K

Jun 30, 24

+269

0.03%

Cetera Advisors LLC

15.53K

Mar 31, 24

+2.98K

0.06%

Cetera Advisor Networks LLC

13.24K

Mar 31, 24

+26

0.05%

StrategIQ Financial Group, LLC

5.40K

Dec 31, 23

+5.40K

0.02%

COLONY GROUP LLC

183.19K

Sep 30, 23

-10.41K

0.67%

Windsor Group LTD

66.08K

Sep 30, 23

+6.96K

0.24%

ADVISOR PARTNERS II, LLC

4.58K

Sep 30, 23

+4.58K

0.02%

Icon Wealth Partners, LLC

3.89K

Sep 30, 23

-9

0.01%

TimeScale Financial, Inc.

663

Jun 30, 23

0.00%

Barber Financial Group, Inc.

15.15K

Mar 31, 23

+1.78K

0.06%

Laurel Wealth Advisors, Inc.

14.17K

Dec 31, 22

-62

0.05%

St. James Investment Advisors, LLC

Dec 31, 22

0.00%

KARLINSKI ANDREW C

29.29K

Sep 30, 22

-2.52K

0.11%

Karn, Couzens & Associates, Inc.

75.06K

Mar 31, 22

+7.86K

0.27%

NEXT Financial Group, Inc

18.57K

Dec 31, 21

-1.75K

0.07%

Carroll Financial Associates, Inc.

1.45K

Dec 31, 21

0.01%

Pacific Edge Advisors, LLC

60.75K

Sep 30, 21

+2.80K

0.22%

DERBY & COMPANY, INC

43.78K

Sep 30, 21

+16.30K

0.16%

Berman Capital Advisors, LLC

4.10K

Sep 30, 21

-25.54K

0.01%

USCA RIA LLC

7.10K

Jun 30, 21

-5.87K

0.03%

Stewardship Financial Advisors, LLC

825

Mar 31, 21

-398

0.00%

Independence Advisors, LLC

8.00K

Sep 30, 20

0.03%

First Allied Advisory Services, Inc.

Sep 30, 20

-17.14K

ACCURATE INVESTMENT SOLUTIONS, INC.

7.00K

Mar 31, 20

0.03%

Jackson Financial Management

50.00K

Dec 31, 19

+25.00K

0.18%

Advisor Group, Inc.

40.73K

Dec 31, 19

-42.50K

0.15%

LADENBURG THALMANN FINANCIAL SERVICES INC.

22.78K

Dec 31, 19

+6.30K

0.08%

Hugh Johnson Advisors LLC

40.85K

Jun 30, 19

-3.66K

0.15%

WealthTrust Fairport, LLC

57.80K

Mar 31, 19

+18.01K

0.21%

NEXT Financial Holdings

3.10K

Mar 31, 19

+3.10K

0.01%

Requisite Energy Fund I LP

281.24K

Dec 31, 18

+281.24K

1.03%

Questar Asset Management, Inc.

37.11K

Dec 31, 18

+37.11K

0.14%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

32.00K

Sep 30, 18

+32.00K

0.12%

Yellowstone Partners, LLC

7.52K

Dec 31, 17

+1.05K

0.03%

Virtu KCG Holdings LLC

11.79K

Jun 30, 17

-3.97K

0.04%

BlackRock Investment Management, LLC

9.70K

Dec 31, 16

+9.70K

0.04%