VanEck Long Muni ETF(MLN)

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VanEck Long Muni ETF(MLN)

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MLN(MLN)

MLN

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

Institutional Ownership

Top 173 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	7.41M	Mar 31, 26	+1.58M	18.62%
BANK OF AMERICA CORP /DE/	3.33M	Mar 31, 26	+234.66K	8.36%
Kestra Investment Management, LLC	3.25M	Mar 31, 26	+1.01M	8.17%
LPL Financial LLC	2.43M	Mar 31, 26	+498.27K	6.10%
RAYMOND JAMES FINANCIAL INC	1.58M	Mar 31, 26	-512.01K	3.96%
Bank of New York Mellon Corp	1.48M	Mar 31, 26	+41.56K	3.72%
Bramshill Investments, LLC	1.29M	Mar 31, 26	+106.98K	3.24%
WELLS FARGO & COMPANY/MN	854.39K	Mar 31, 26	+533.14K	2.15%
MORGAN STANLEY	764.56K	Mar 31, 26	-6.78K	1.92%
HighTower Advisors, LLC	729.65K	Mar 31, 26	-287.82K	1.83%
Willis Johnson & Associates, Inc.	710.73K	Mar 31, 26	+159.70K	1.79%
ABLE Financial Group, LLC	598.13K	Mar 31, 26	-12.37K	1.50%
Tortoise Investment Management, LLC	596.86K	Mar 31, 26	+83.38K	1.50%
Hennion & Walsh Asset Management, Inc.	562.70K	Mar 31, 26	+45.67K	1.41%
Manhattan West Asset Management, LLC	507.32K	Mar 31, 26	-125.68K	1.27%
JPMORGAN CHASE & CO	483.79K	Mar 31, 26	+113.08K	1.22%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	463.27K	Mar 31, 26	-63.94K	1.16%
MML INVESTORS SERVICES, LLC	452.97K	Mar 31, 26	-41.90K	1.14%
Cyndeo Wealth Partners, LLC	423.68K	Mar 31, 26	+78.22K	1.06%
NICOLET BANKSHARES INC	384.88K	Mar 31, 26	+384.88K	0.97%
Keystone Financial Group	375.30K	Mar 31, 26	+62.70K	0.94%
Summit Financial, LLC	373.73K	Mar 31, 26	-99.33K	0.94%
Cetera Investment Advisers	354.71K	Mar 31, 26	+27.68K	0.89%
PARK AVENUE SECURITIES LLC	343.67K	Mar 31, 26	+33.40K	0.86%
CX Institutional	336.05K	Mar 31, 26	-1.01K	0.84%
STIFEL FINANCIAL CORP	288.81K	Mar 31, 26	+7.34K	0.73%
Sanctuary Advisors, LLC	249.44K	Mar 31, 26	+8.96K	0.63%
Westside Investment Management, Inc.	244.32K	Mar 31, 26	+30.69K	0.61%
JANE STREET GROUP, LLC	234.03K	Mar 31, 26	-2.73K	0.59%
Resources Investment Advisors, LLC.	216.15K	Mar 31, 26	+3.99K	0.54%
Kestra Advisory Services, LLC	195.78K	Mar 31, 26	+23.68K	0.49%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	182.03K	Mar 31, 26	+81.62K	0.46%
BENJAMIN EDWARDS INC	176.38K	Mar 31, 26	+11.57K	0.44%
CONFLUENCE INVESTMENT MANAGEMENT LLC	169.95K	Mar 31, 26	+12.90K	0.43%
JONES FINANCIAL COMPANIES LLLP	163.06K	Mar 31, 26	+45.02K	0.41%
UBS Group AG	160.68K	Mar 31, 26	+149.57K	0.40%
Waverly Advisors, LLC	149.71K	Mar 31, 26	+16.22K	0.38%
Total Clarity Wealth Management, Inc.	138.15K	Mar 31, 26	+21.02K	0.35%
TRUIST FINANCIAL CORP	137.93K	Mar 31, 26	-7.66K	0.35%
AE Wealth Management LLC	134.01K	Mar 31, 26	-14.04K	0.34%
Hedeker Wealth, LLC	119.91K	Mar 31, 26	+101.90K	0.30%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	117.75K	Mar 31, 26	+117.75K	0.30%
White & Co Financial Planning Inc	107.75K	Mar 31, 26	+8.41K	0.27%
NewEdge Wealth, LLC	106.28K	Mar 31, 26	-9.75K	0.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	102.95K	Mar 31, 26	+58.17K	0.26%
BARTLETT & CO. WEALTH MANAGEMENT LLC	96.78K	Mar 31, 26	-5.19K	0.24%
COMMONWEALTH EQUITY SERVICES, LLC	96.19K	Mar 31, 26	-433	0.24%
Envestnet Portfolio Solutions, Inc.	93.52K	Mar 31, 26	+22.18K	0.23%
OGOREK ANTHONY JOSEPH /NY/ /ADV	85.71K	Mar 31, 26	-809	0.22%
Tennessee Valley Asset Management Partners	84.11K	Mar 31, 26	+84.11K	0.21%
Balance Wealth, LLC	74.25K	Mar 31, 26	+11.96K	0.19%
Pensionmark Financial Group, LLC	69.72K	Mar 31, 26	+4.48K	0.18%
Invst, LLC	66.19K	Mar 31, 26	+3.64K	0.17%
CreativeOne Wealth, LLC	64.88K	Mar 31, 26	+5.76K	0.16%
Capital Advisors Wealth Management, LLC	64.50K	Mar 31, 26	-8.24K	0.16%
OLD NATIONAL BANCORP /IN/	63.69K	Mar 31, 26	+10.09K	0.16%
FIFTH THIRD BANCORP	63.49K	Mar 31, 26	+50.99K	0.16%
KESTRA PRIVATE WEALTH SERVICES, LLC	62.88K	Mar 31, 26	+8.54K	0.16%
McAdam, LLC	61.88K	Mar 31, 26	-1.81K	0.16%
FOCUS Wealth Advisors, LLC	61.40K	Mar 31, 26	-1.50K	0.15%
WBH ADVISORY INC	61.13K	Mar 31, 26	+34.19K	0.15%
AMERIPRISE FINANCIAL INC	57.59K	Mar 31, 26	-102.88K	0.14%
Cresset Asset Management, LLC	55.26K	Mar 31, 26	+34.26K	0.14%
Allworth Financial LP	52.66K	Mar 31, 26	+2.92K	0.13%
ROYAL BANK OF CANADA	52.55K	Mar 31, 26	-500	0.13%
Steward Partners Investment Advisory, LLC	51.78K	Mar 31, 26	+32.52K	0.13%
Rockefeller Capital Management L.P.	46.97K	Mar 31, 26	+12.48K	0.12%
Elmwood Wealth Management, Inc.	45.84K	Mar 31, 26	-2.49K	0.12%
Baker Avenue Asset Management, LP	43.90K	Mar 31, 26	+2.47K	0.11%
MUSTICO FINANCIAL GROUP, INC.	38.50K	Mar 31, 26	+22.54K	0.10%
Fourth Dimension Wealth, LLC	37.07K	Mar 31, 26	+381	0.09%
Ausdal Financial Partners, Inc.	36.86K	Mar 31, 26	+571	0.09%
ADVISOR GROUP HOLDINGS, INC.	36.00K	Mar 31, 26	-5.40K	0.09%
CFO4Life Group, LLC	35.83K	Mar 31, 26	--	0.09%
Private Advisor Group, LLC	34.27K	Mar 31, 26	--	0.09%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	34.13K	Mar 31, 26	+10.99K	0.09%
UBS ASSET MANAGEMENT AMERICAS INC	32.23K	Mar 31, 26	-8.02K	0.08%
IFP Advisors, Inc	28.89K	Mar 31, 26	-2.33K	0.07%
CAP Partners, LLC	28.36K	Mar 31, 26	+1.19K	0.07%
Advisory Services Network, LLC	27.24K	Mar 31, 26	+902	0.07%
Vise Technologies, Inc.	26.15K	Mar 31, 26	--	0.07%
Hyundai Investments Co., Ltd.	25.54K	Mar 31, 26	-10.89K	0.06%
RDA Financial Network	25.39K	Mar 31, 26	+175	0.06%
Code Waechter LLC	24.74K	Mar 31, 26	--	0.06%
Uniting Wealth Partners, LLC	22.01K	Mar 31, 26	+22.01K	0.06%
Integrated Wealth Concepts LLC	21.59K	Mar 31, 26	+21.59K	0.05%
MONETA GROUP INVESTMENT ADVISORS LLC	20.80K	Mar 31, 26	-996	0.05%
Quantinno Capital Management LP	20.04K	Mar 31, 26	+20.04K	0.05%
STEPHENS INC /AR/	19.56K	Mar 31, 26	-1.11K	0.05%
Strategic Blueprint, LLC	17.78K	Mar 31, 26	-574	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	17.73K	Mar 31, 26	+17.73K	0.04%
Rehmann Capital Advisory Group	16.88K	Mar 31, 26	+205	0.04%
FOSTER & MOTLEY INC	15.22K	Mar 31, 26	-1.38K	0.04%
Janney Montgomery Scott LLC	14.35K	Mar 31, 26	-1.60K	0.04%
PKS Advisory Services, LLC	14.30K	Mar 31, 26	-2.00K	0.04%
CHOREO, LLC	13.90K	Mar 31, 26	--	0.03%
Meridian Wealth Management, LLC	13.85K	Mar 31, 26	+43	0.03%
Cambridge Investment Research Advisors, Inc.	13.49K	Mar 31, 26	+2.28K	0.03%
BlackRock, Inc.	13.02K	Mar 31, 26	-545	0.03%
Concurrent Investment Advisors, LLC	12.99K	Mar 31, 26	-2.97K	0.03%
Advyzon Investment Management, LLC	12.68K	Mar 31, 26	+2.58K	0.03%
Tandem Financial, LLC	12.37K	Mar 31, 26	+12.37K	0.03%
WCG Wealth Advisors LLC	12.33K	Mar 31, 26	+12.33K	0.03%
Gladstone Institutional Advisory LLC	12.00K	Mar 31, 26	+12.00K	0.03%
GeoWealth Management, LLC	11.24K	Mar 31, 26	+360	0.03%
VCI Wealth Management LLC	10.46K	Mar 31, 26	-1.36K	0.03%
PRIVATE TRUST CO NA	7.19K	Mar 31, 26	-146	0.02%
Versant Capital Management, Inc	6.78K	Mar 31, 26	+1	0.02%
Aptus Capital Advisors, LLC	5.51K	Mar 31, 26	-2.04K	0.01%
Farther Finance Advisors, LLC	5.32K	Mar 31, 26	+3.38K	0.01%
Glen Eagle Advisors, LLC	5.25K	Mar 31, 26	+5.25K	0.01%
Golden State Equity Partners	5.06K	Mar 31, 26	+5.06K	0.01%
Park Place Capital Corp	3.54K	Mar 31, 26	+71	0.01%
Smartleaf Asset Management LLC	3.45K	Mar 31, 26	-45	0.01%
HARBOUR INVESTMENTS, INC.	3.21K	Mar 31, 26	+1.04K	0.01%
LGT Financial Advisors LLC	3.11K	Mar 31, 26	+742	0.01%
GAMMA Investing LLC	2.47K	Mar 31, 26	+87	0.01%
FMR LLC	2.35K	Mar 31, 26	+300	0.01%
Western Wealth Management, LLC	1.78K	Mar 31, 26	+1.78K	0.00%
Cornerstone Planning Group LLC	1.69K	Mar 31, 26	+17	0.00%
BANK OF MONTREAL /CAN/	1.59K	Mar 31, 26	--	0.00%
CWM, LLC	1.57K	Mar 31, 26	+10	0.00%
Capital Investment Advisory Services, LLC	1.42K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	790	Mar 31, 26	-1	0.00%
Financial Network Wealth Advisors LLC	491	Mar 31, 26	--	0.00%
EPG Wealth Management LLC	193	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	185	Mar 31, 26	+1	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	82	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	45	Mar 31, 26	--	0.00%
ASSETMARK, INC	28	Mar 31, 26	+28	0.00%
SRS Capital Advisors, Inc.	23	Mar 31, 26	--	0.00%
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-25.23K	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-44	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-11.86K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-10.64K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-10.99K	--
WELLINGTON MANAGEMENT GROUP LLP	--	Mar 31, 26	-763.30K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-15.17K	--
Richard P Slaughter Associates Inc	--	Mar 31, 26	-22.89K	--
SYKON CAPITAL LLC	--	Mar 31, 26	-116.97K	--
Magnus Financial Group LLC	--	Mar 31, 26	-41.17K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-790	--
WEST MICHIGAN ADVISORS, LLC	--	Mar 31, 26	-17.32K	--
MidWestOne Financial Group, Inc.	369.22K	Dec 31, 25	+31.00K	0.93%
Bowman & Co S.C.	79.31K	Dec 31, 25	+956	0.20%
COMERICA BANK	17.25K	Dec 31, 25	+10.11K	0.04%
Global Retirement Partners, LLC	788	Dec 31, 25	--	0.00%
Pineridge Advisors LLC	73.40K	Sep 30, 25	-128.05K	0.18%
Congress Wealth Management LLC / DE /	10.58K	Jun 30, 25	--	0.03%
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-42.83K	--
Aveo Capital Partners, LLC	15.26K	Mar 31, 25	+15.26K	0.04%
RAYMOND JAMES & ASSOCIATES	3.43M	Sep 30, 24	+1.23M	8.61%
Gateway Advisory, LLC	489.01K	Sep 30, 24	+8.37K	1.23%
Raymond James Financial Services Advisors, Inc.	55.13K	Sep 30, 24	-90.22K	0.14%
EAGLE ASSET MANAGEMENT INC	36.61K	Sep 30, 24	+36.61K	0.09%
Arden Trust Co	90.75K	Jun 30, 24	-51.13K	0.23%
Cetera Advisor Networks LLC	29.95K	Mar 31, 24	+14.12K	0.08%
Bartlett & Co. LLC	66.71K	Dec 31, 23	-6.51K	0.17%
3D/L Capital Management, LLC	--	Sep 30, 23	-134.81K	--
American Portfolios Advisors	16.75K	Sep 30, 22	-455	0.04%
CYPRESS CAPITAL MANAGEMENT LLC	--	Sep 30, 22	-18.50K	--
Farmer Steven Patrick	529.32K	Jun 30, 22	+529.32K	1.33%
Livingston Group Asset Management CO (operating as Southport Capital Management)	--	Mar 31, 22	-9.40K	--
Carroll Financial Associates, Inc.	500	Dec 31, 21	--	0.00%
Cardan Capital Partners, LLC	82.67K	Sep 30, 21	+820	0.21%
Reby Advisors, LLC	236	Dec 31, 20	+236	0.00%
Advisor Group, Inc.	42.39K	Dec 31, 19	+3.33K	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.92K	Dec 31, 19	-272	0.02%
WealthShield, LLC	14.44K	Dec 31, 17	+14.44K	0.04%
Virtu KCG Holdings LLC	177.48K	Jun 30, 17	+128.24K	0.45%
Commonwealth Equity Services, Inc	13.02K	Jun 30, 17	+40	0.03%
FIRST FINANCIAL EQUITY CORPORATION	10.49K	Mar 31, 17	+10.49K	0.03%
MSI Financial Services Inc	13.93K	Dec 31, 16	-3.75K	0.04%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

7.41M

Mar 31, 26

+1.58M

18.62%

BANK OF AMERICA CORP /DE/

3.33M

Mar 31, 26

+234.66K

8.36%

Kestra Investment Management, LLC

3.25M

Mar 31, 26

+1.01M

8.17%

LPL Financial LLC

2.43M

Mar 31, 26

+498.27K

6.10%

RAYMOND JAMES FINANCIAL INC

1.58M

Mar 31, 26

-512.01K

3.96%

Bank of New York Mellon Corp

1.48M

Mar 31, 26

+41.56K

3.72%

Bramshill Investments, LLC

1.29M

Mar 31, 26

+106.98K

3.24%

WELLS FARGO & COMPANY/MN

854.39K

Mar 31, 26

+533.14K

2.15%

MORGAN STANLEY

764.56K

Mar 31, 26

-6.78K

1.92%

HighTower Advisors, LLC

729.65K

Mar 31, 26

-287.82K

1.83%

Willis Johnson & Associates, Inc.

710.73K

Mar 31, 26

+159.70K

1.79%

ABLE Financial Group, LLC

598.13K

Mar 31, 26

-12.37K

1.50%

Tortoise Investment Management, LLC

596.86K

Mar 31, 26

+83.38K

1.50%

Hennion & Walsh Asset Management, Inc.

562.70K

Mar 31, 26

+45.67K

1.41%

Manhattan West Asset Management, LLC

507.32K

Mar 31, 26

-125.68K

1.27%

JPMORGAN CHASE & CO

483.79K

Mar 31, 26

+113.08K

1.22%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

463.27K

Mar 31, 26

-63.94K

1.16%

MML INVESTORS SERVICES, LLC

452.97K

Mar 31, 26

-41.90K

1.14%

Cyndeo Wealth Partners, LLC

423.68K

Mar 31, 26

+78.22K

1.06%

NICOLET BANKSHARES INC

384.88K

Mar 31, 26

+384.88K

0.97%

Keystone Financial Group

375.30K

Mar 31, 26

+62.70K

0.94%

Summit Financial, LLC

373.73K

Mar 31, 26

-99.33K

0.94%

Cetera Investment Advisers

354.71K

Mar 31, 26

+27.68K

0.89%

PARK AVENUE SECURITIES LLC

343.67K

Mar 31, 26

+33.40K

0.86%

CX Institutional

336.05K

Mar 31, 26

-1.01K

0.84%

STIFEL FINANCIAL CORP

288.81K

Mar 31, 26

+7.34K

0.73%

Sanctuary Advisors, LLC

249.44K

Mar 31, 26

+8.96K

0.63%

Westside Investment Management, Inc.

244.32K

Mar 31, 26

+30.69K

0.61%

JANE STREET GROUP, LLC

234.03K

Mar 31, 26

-2.73K

0.59%

Resources Investment Advisors, LLC.

216.15K

Mar 31, 26

+3.99K

0.54%

Kestra Advisory Services, LLC

195.78K

Mar 31, 26

+23.68K

0.49%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

182.03K

Mar 31, 26

+81.62K

0.46%

BENJAMIN EDWARDS INC

176.38K

Mar 31, 26

+11.57K

0.44%

CONFLUENCE INVESTMENT MANAGEMENT LLC

169.95K

Mar 31, 26

+12.90K

0.43%

JONES FINANCIAL COMPANIES LLLP

163.06K

Mar 31, 26

+45.02K

0.41%

UBS Group AG

160.68K

Mar 31, 26

+149.57K

0.40%

Waverly Advisors, LLC

149.71K

Mar 31, 26

+16.22K

0.38%

Total Clarity Wealth Management, Inc.

138.15K

Mar 31, 26

+21.02K

0.35%

TRUIST FINANCIAL CORP

137.93K

Mar 31, 26

-7.66K

0.35%

AE Wealth Management LLC

134.01K

Mar 31, 26

-14.04K

0.34%

Hedeker Wealth, LLC

119.91K

Mar 31, 26

+101.90K

0.30%

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

117.75K

Mar 31, 26

+117.75K

0.30%

White & Co Financial Planning Inc

107.75K

Mar 31, 26

+8.41K

0.27%

NewEdge Wealth, LLC

106.28K

Mar 31, 26

-9.75K

0.27%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

102.95K

Mar 31, 26

+58.17K

0.26%

BARTLETT & CO. WEALTH MANAGEMENT LLC

96.78K

Mar 31, 26

-5.19K

0.24%

COMMONWEALTH EQUITY SERVICES, LLC

96.19K

Mar 31, 26

-433

0.24%

Envestnet Portfolio Solutions, Inc.

93.52K

Mar 31, 26

+22.18K

0.23%

OGOREK ANTHONY JOSEPH /NY/ /ADV

85.71K

Mar 31, 26

-809

0.22%

Tennessee Valley Asset Management Partners

84.11K

Mar 31, 26

+84.11K

0.21%

Balance Wealth, LLC

74.25K

Mar 31, 26

+11.96K

0.19%

Pensionmark Financial Group, LLC

69.72K

Mar 31, 26

+4.48K

0.18%

Invst, LLC

66.19K

Mar 31, 26

+3.64K

0.17%

CreativeOne Wealth, LLC

64.88K

Mar 31, 26

+5.76K

0.16%

Capital Advisors Wealth Management, LLC

64.50K

Mar 31, 26

-8.24K

0.16%

OLD NATIONAL BANCORP /IN/

63.69K

Mar 31, 26

+10.09K

0.16%

FIFTH THIRD BANCORP

63.49K

Mar 31, 26

+50.99K

0.16%

KESTRA PRIVATE WEALTH SERVICES, LLC

62.88K

Mar 31, 26

+8.54K

0.16%

McAdam, LLC

61.88K

Mar 31, 26

-1.81K

0.16%

FOCUS Wealth Advisors, LLC

61.40K

Mar 31, 26

-1.50K

0.15%

WBH ADVISORY INC

61.13K

Mar 31, 26

+34.19K

0.15%

AMERIPRISE FINANCIAL INC

57.59K

Mar 31, 26

-102.88K

0.14%

Cresset Asset Management, LLC

55.26K

Mar 31, 26

+34.26K

0.14%

Allworth Financial LP

52.66K

Mar 31, 26

+2.92K

0.13%

ROYAL BANK OF CANADA

52.55K

Mar 31, 26

-500

0.13%

Steward Partners Investment Advisory, LLC

51.78K

Mar 31, 26

+32.52K

0.13%

Rockefeller Capital Management L.P.

46.97K

Mar 31, 26

+12.48K

0.12%

Elmwood Wealth Management, Inc.

45.84K

Mar 31, 26

-2.49K

0.12%

Baker Avenue Asset Management, LP

43.90K

Mar 31, 26

+2.47K

0.11%

MUSTICO FINANCIAL GROUP, INC.

38.50K

Mar 31, 26

+22.54K

0.10%

Fourth Dimension Wealth, LLC

37.07K

Mar 31, 26

+381

0.09%

Ausdal Financial Partners, Inc.

36.86K

Mar 31, 26

+571

0.09%

ADVISOR GROUP HOLDINGS, INC.

36.00K

Mar 31, 26

-5.40K

0.09%

CFO4Life Group, LLC

35.83K

Mar 31, 26

0.09%

Private Advisor Group, LLC

34.27K

Mar 31, 26

0.09%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

34.13K

Mar 31, 26

+10.99K

0.09%

UBS ASSET MANAGEMENT AMERICAS INC

32.23K

Mar 31, 26

-8.02K

0.08%

IFP Advisors, Inc

28.89K

Mar 31, 26

-2.33K

0.07%

CAP Partners, LLC

28.36K

Mar 31, 26

+1.19K

0.07%

Advisory Services Network, LLC

27.24K

Mar 31, 26

+902

0.07%

Vise Technologies, Inc.

26.15K

Mar 31, 26

0.07%

Hyundai Investments Co., Ltd.

25.54K

Mar 31, 26

-10.89K

0.06%

RDA Financial Network

25.39K

Mar 31, 26

+175

0.06%

Code Waechter LLC

24.74K

Mar 31, 26

0.06%

Uniting Wealth Partners, LLC

22.01K

Mar 31, 26

+22.01K

0.06%

Integrated Wealth Concepts LLC

21.59K

Mar 31, 26

+21.59K

0.05%

MONETA GROUP INVESTMENT ADVISORS LLC

20.80K

Mar 31, 26

-996

0.05%

Quantinno Capital Management LP

20.04K

Mar 31, 26

+20.04K

0.05%

STEPHENS INC /AR/

19.56K

Mar 31, 26

-1.11K

0.05%

Strategic Blueprint, LLC

17.78K

Mar 31, 26

-574

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

17.73K

Mar 31, 26

+17.73K

0.04%

Rehmann Capital Advisory Group

16.88K

Mar 31, 26

+205

0.04%

FOSTER & MOTLEY INC

15.22K

Mar 31, 26

-1.38K

0.04%

Janney Montgomery Scott LLC

14.35K

Mar 31, 26

-1.60K

0.04%

PKS Advisory Services, LLC

14.30K

Mar 31, 26

-2.00K

0.04%

CHOREO, LLC

13.90K

Mar 31, 26

0.03%

Meridian Wealth Management, LLC

13.85K

Mar 31, 26

+43

0.03%

Cambridge Investment Research Advisors, Inc.

13.49K

Mar 31, 26

+2.28K

0.03%

BlackRock, Inc.

13.02K

Mar 31, 26

-545

0.03%

Concurrent Investment Advisors, LLC

12.99K

Mar 31, 26

-2.97K

0.03%

Advyzon Investment Management, LLC

12.68K

Mar 31, 26

+2.58K

0.03%

Tandem Financial, LLC

12.37K

Mar 31, 26

+12.37K

0.03%

WCG Wealth Advisors LLC

12.33K

Mar 31, 26

+12.33K

0.03%

Gladstone Institutional Advisory LLC

12.00K

Mar 31, 26

+12.00K

0.03%

GeoWealth Management, LLC

11.24K

Mar 31, 26

+360

0.03%

VCI Wealth Management LLC

10.46K

Mar 31, 26

-1.36K

0.03%

PRIVATE TRUST CO NA

7.19K

Mar 31, 26

-146

0.02%

Versant Capital Management, Inc

6.78K

Mar 31, 26

0.02%

Aptus Capital Advisors, LLC

5.51K

Mar 31, 26

-2.04K

0.01%

Farther Finance Advisors, LLC

5.32K

Mar 31, 26

+3.38K

0.01%

Glen Eagle Advisors, LLC

5.25K

Mar 31, 26

+5.25K

0.01%

Golden State Equity Partners

5.06K

Mar 31, 26

+5.06K

0.01%

Park Place Capital Corp

3.54K

Mar 31, 26

+71

0.01%

Smartleaf Asset Management LLC

3.45K

Mar 31, 26

-45

0.01%

HARBOUR INVESTMENTS, INC.

3.21K

Mar 31, 26

+1.04K

0.01%

LGT Financial Advisors LLC

3.11K

Mar 31, 26

+742

0.01%

GAMMA Investing LLC

2.47K

Mar 31, 26

+87

0.01%

FMR LLC

2.35K

Mar 31, 26

+300

0.01%

Western Wealth Management, LLC

1.78K

Mar 31, 26

+1.78K

0.00%

Cornerstone Planning Group LLC

1.69K

Mar 31, 26

+17

0.00%

BANK OF MONTREAL /CAN/

1.59K

Mar 31, 26

0.00%

CWM, LLC

1.57K

Mar 31, 26

+10

0.00%

Capital Investment Advisory Services, LLC

1.42K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

790

Mar 31, 26

-1

0.00%

Financial Network Wealth Advisors LLC

491

Mar 31, 26

0.00%

EPG Wealth Management LLC

193

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

185

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

+28

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

0.00%

FLOW TRADERS U.S. LLC

Mar 31, 26

-25.23K

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-44

Diversify Advisory Services, LLC

Mar 31, 26

-11.86K

NewEdge Advisors, LLC

Mar 31, 26

-10.64K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-10.99K

WELLINGTON MANAGEMENT GROUP LLP

Mar 31, 26

-763.30K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-15.17K

Richard P Slaughter Associates Inc

Mar 31, 26

-22.89K

SYKON CAPITAL LLC

Mar 31, 26

-116.97K

Magnus Financial Group LLC

Mar 31, 26

-41.17K

OPTIMA CAPITAL LLC

Mar 31, 26

-790

WEST MICHIGAN ADVISORS, LLC

Mar 31, 26

-17.32K

MidWestOne Financial Group, Inc.

369.22K

Dec 31, 25

+31.00K

0.93%

Bowman & Co S.C.

79.31K

Dec 31, 25

+956

0.20%

COMERICA BANK

17.25K

Dec 31, 25

+10.11K

0.04%

Global Retirement Partners, LLC

788

Dec 31, 25

0.00%

Pineridge Advisors LLC

73.40K

Sep 30, 25

-128.05K

0.18%

Congress Wealth Management LLC / DE /

10.58K

Jun 30, 25

0.03%

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-42.83K

Aveo Capital Partners, LLC

15.26K

Mar 31, 25

+15.26K

0.04%

RAYMOND JAMES & ASSOCIATES

3.43M

Sep 30, 24

+1.23M

8.61%

Gateway Advisory, LLC

489.01K

Sep 30, 24

+8.37K

1.23%

Raymond James Financial Services Advisors, Inc.

55.13K

Sep 30, 24

-90.22K

0.14%

EAGLE ASSET MANAGEMENT INC

36.61K

Sep 30, 24

+36.61K

0.09%

Arden Trust Co

90.75K

Jun 30, 24

-51.13K

0.23%

Cetera Advisor Networks LLC

29.95K

Mar 31, 24

+14.12K

0.08%

Bartlett & Co. LLC

66.71K

Dec 31, 23

-6.51K

0.17%

3D/L Capital Management, LLC

Sep 30, 23

-134.81K

American Portfolios Advisors

16.75K

Sep 30, 22

-455

0.04%

CYPRESS CAPITAL MANAGEMENT LLC

Sep 30, 22

-18.50K

Farmer Steven Patrick

529.32K

Jun 30, 22

+529.32K

1.33%

Livingston Group Asset Management CO (operating as Southport Capital Management)

Mar 31, 22

-9.40K

Carroll Financial Associates, Inc.

500

Dec 31, 21

0.00%

Cardan Capital Partners, LLC

82.67K

Sep 30, 21

+820

0.21%

Reby Advisors, LLC

236

Dec 31, 20

+236

0.00%

Advisor Group, Inc.

42.39K

Dec 31, 19

+3.33K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.92K

Dec 31, 19

-272

0.02%

WealthShield, LLC

14.44K

Dec 31, 17

+14.44K

0.04%

Virtu KCG Holdings LLC

177.48K

Jun 30, 17

+128.24K

0.45%

Commonwealth Equity Services, Inc

13.02K

Jun 30, 17

+40

0.03%

FIRST FINANCIAL EQUITY CORPORATION

10.49K

Mar 31, 17

+10.49K

0.03%

MSI Financial Services Inc

13.93K

Dec 31, 16

-3.75K

0.04%