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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| 1832 Asset Management L.P. | 559.80K | Jun 30, 26 | +45.18K | 7.93% |
| MORGAN STANLEY | 518.43K | Jun 30, 26 | +163.71K | 7.34% |
| BANK OF AMERICA CORP /DE/ | 226.66K | Jun 30, 26 | +4.69K | 3.21% |
| UBS Group AG | 191.03K | Jun 30, 26 | -15.09K | 2.71% |
| LPL Financial LLC | 181.22K | Jun 30, 26 | -57.19K | 2.57% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 146.95K | Jun 30, 26 | +9.52K | 2.08% |
| Stratos Wealth Partners, LTD. | 120.08K | Jun 30, 26 | +11.23K | 1.70% |
| Krilogy Financial LLC | 117.62K | Jun 30, 26 | +117.62K | 1.67% |
| Keudell/Morrison Wealth Management | 102.69K | Jun 30, 26 | +33.63K | 1.45% |
| CITADEL ADVISORS LLC | 94.39K | Jun 30, 26 | -26.87K | 1.34% |
| WELLS FARGO & COMPANY/MN | 79.03K | Jun 30, 26 | +8.38K | 1.12% |
| MML INVESTORS SERVICES, LLC | 70.08K | Jun 30, 26 | +20.09K | 0.99% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 65.15K | Jun 30, 26 | +1.15K | 0.92% |
| Mandatum Life Insurance Co Ltd | 63.38K | Jun 30, 26 | -- | 0.90% |
| Corecam Pte. Ltd. | 58.19K | Jun 30, 26 | +2.95K | 0.82% |
| Cetera Investment Advisers | 56.47K | Jun 30, 26 | +6.92K | 0.80% |
| AMERIPRISE FINANCIAL INC | 55.60K | Jun 30, 26 | -7.13K | 0.79% |
| COMMONWEALTH EQUITY SERVICES, LLC | 52.21K | Jun 30, 26 | +4.49K | 0.74% |
| Econ Financial Services Corp | 42.66K | Jun 30, 26 | +42.66K | 0.60% |
| Fiduciary Alliance LLC | 42.15K | Jun 30, 26 | +6.68K | 0.60% |
| Cresset Asset Management, LLC | 41.78K | Jun 30, 26 | -- | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 36.99K | Jun 30, 26 | -326 | 0.52% |
| Conservest Capital Advisors, Inc. | 36.91K | Jun 30, 26 | -826 | 0.52% |
| STIFEL FINANCIAL CORP | 36.13K | Jun 30, 26 | +57 | 0.51% |
| ICICI Prudential Asset Management Co Ltd | 34.94K | Jun 30, 26 | -- | 0.49% |
| Daiwa Securities Group Inc. | 33.95K | Jun 30, 26 | -800 | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.80K | Jun 30, 26 | +4.77K | 0.45% |
| D.A. DAVIDSON & CO. | 31.05K | Jun 30, 26 | +9.75K | 0.44% |
| Widmann Financial Services, Inc. | 29.77K | Jun 30, 26 | +966 | 0.42% |
| ROYAL BANK OF CANADA | 28.97K | Jun 30, 26 | -54.88K | 0.41% |
| D. E. Shaw & Co., Inc. | 24.78K | Jun 30, 26 | +24.78K | 0.35% |
| US BANCORP \DE\ | 23.91K | Jun 30, 26 | -- | 0.34% |
| Comprehensive Money Management Services LLC | 23.43K | Jun 30, 26 | +626 | 0.33% |
| BANK OF MONTREAL /CAN/ | 23.11K | Jun 30, 26 | -25.01K | 0.33% |
| Capital Wealth Planning, LLC | 21.70K | Jun 30, 26 | +21.70K | 0.31% |
| Strategic Wealth Investment Group, LLC | 21.04K | Jun 30, 26 | -168 | 0.30% |
| Corecam AG | 20.94K | Jun 30, 26 | +230 | 0.30% |
| Colony Group, LLC | 20.27K | Jun 30, 26 | +270 | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 19.74K | Jun 30, 26 | +1.68K | 0.28% |
| NBT BANK N A /NY | 18.96K | Jun 30, 26 | -49 | 0.27% |
| Sanctuary Advisors, LLC | 18.62K | Jun 30, 26 | +3.57K | 0.26% |
| IHT Wealth Management, LLC | 18.45K | Jun 30, 26 | -2.39K | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 18.40K | Jun 30, 26 | -8.22K | 0.26% |
| Targeted Financial Services LLC | 16.81K | Jun 30, 26 | +16.81K | 0.24% |
| Bright Futures Wealth Management, LLC. | 16.59K | Jun 30, 26 | -1.94K | 0.24% |
| HighTower Advisors, LLC | 16.59K | Jun 30, 26 | +1.01K | 0.23% |
| SCOTIA CAPITAL INC. | 16.32K | Jun 30, 26 | -4.50K | 0.23% |
| FIFTH THIRD BANCORP | 15.95K | Jun 30, 26 | -109 | 0.23% |
| Advocate Investing Services LLC | 15.26K | Jun 30, 26 | -- | 0.22% |
| Anson Capital, Inc. | 14.20K | Jun 30, 26 | +14.20K | 0.20% |
| JPMORGAN CHASE & CO | 14.19K | Jun 30, 26 | -14.42K | 0.20% |
| BLAIR WILLIAM & CO/IL | 12.32K | Jun 30, 26 | -300 | 0.17% |
| Envestnet Portfolio Solutions, Inc. | 12.00K | Jun 30, 26 | +2.50K | 0.17% |
| Stamos Capital Partners, L.P. | 11.23K | Jun 30, 26 | +91 | 0.16% |
| COMMERCE BANK | 11.13K | Jun 30, 26 | -- | 0.16% |
| Capital Investment Advisors, LLC | 11.00K | Jun 30, 26 | -100 | 0.16% |
| M&T BANK CORP | 10.33K | Jun 30, 26 | -- | 0.15% |
| ARKANSAS FINANCIAL GROUP, INC. | 10.18K | Jun 30, 26 | -218 | 0.14% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 9.94K | Jun 30, 26 | -2.78K | 0.14% |
| FIFTH THIRD SECURITIES, INC. | 9.84K | Jun 30, 26 | +1.25K | 0.14% |
| CITIZENS FINANCIAL GROUP INC/RI | 9.66K | Jun 30, 26 | -- | 0.14% |
| TD Waterhouse Canada Inc. | 8.79K | Jun 30, 26 | -3.71K | 0.12% |
| Meridian Wealth Management, LLC | 8.50K | Jun 30, 26 | -- | 0.12% |
| Private Wealth Advisors, LLC | 8.43K | Jun 30, 26 | +286 | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 8.33K | Jun 30, 26 | -290 | 0.12% |
| Steward Partners Investment Advisory, LLC | 8.19K | Jun 30, 26 | +7.18K | 0.12% |
| MAI Capital Management | 7.91K | Jun 30, 26 | -- | 0.11% |
| Arkadios Wealth Advisors | 7.67K | Jun 30, 26 | +260 | 0.11% |
| IMC-Chicago, LLC | 7.55K | Jun 30, 26 | +2.35K | 0.11% |
| CI Private Wealth, LLC | 7.42K | Jun 30, 26 | -341 | 0.11% |
| Brookstone Capital Management | 7.27K | Jun 30, 26 | +446 | 0.10% |
| HRT FINANCIAL LP | 7.20K | Jun 30, 26 | +7.20K | 0.10% |
| Moors & Cabot, Inc. | 6.93K | Jun 30, 26 | -1.02K | 0.10% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 6.92K | Jun 30, 26 | -6 | 0.10% |
| SIMPLEX TRADING, LLC | 6.71K | Jun 30, 26 | +2.02K | 0.10% |
| Equitable Holdings, Inc. | 6.34K | Jun 30, 26 | -558 | 0.09% |
| Linscomb & Williams, Inc. | 6.30K | Jun 30, 26 | -1.77K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 6.27K | Jun 30, 26 | -8.08K | 0.09% |
| Wealthfront Advisers LLC | 6.11K | Jun 30, 26 | +586 | 0.09% |
| BNP PARIBAS ARBITRAGE, SNC | 5.94K | Jun 30, 26 | +4.87K | 0.08% |
| Copley Financial Group, Inc. | 5.92K | Jun 30, 26 | -10 | 0.08% |
| Resurgent Financial Advisors LLC | 5.91K | Jun 30, 26 | +537 | 0.08% |
| Essex Financial Services, Inc. | 5.67K | Jun 30, 26 | -- | 0.08% |
| Private Advisor Group, LLC | 5.63K | Jun 30, 26 | -1.18K | 0.08% |
| CHILDRESS CAPITAL ADVISORS, LLC | 5.60K | Jun 30, 26 | +2.80K | 0.08% |
| Vise Technologies, Inc. | 5.52K | Jun 30, 26 | +321 | 0.08% |
| SG Americas Securities, LLC | 5.22K | Jun 30, 26 | +5.22K | 0.07% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.19K | Jun 30, 26 | +251 | 0.07% |
| NCM Capital Management, LLC | 5.00K | Jun 30, 26 | -- | 0.07% |
| FRANKLIN RESOURCES INC | 4.95K | Jun 30, 26 | -- | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.59K | Jun 30, 26 | -4.79K | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 4.49K | Jun 30, 26 | -100 | 0.06% |
| BlackRock, Inc. | 4.47K | Jun 30, 26 | -244 | 0.06% |
| Principal Street Partners, LLC | 4.43K | Jun 30, 26 | -3.71K | 0.06% |
| Farther Finance Advisors, LLC | 4.42K | Jun 30, 26 | +2.26K | 0.06% |
| Janney Montgomery Scott LLC | 4.23K | Jun 30, 26 | +35 | 0.06% |
| NewEdge Advisors, LLC | 4.14K | Jun 30, 26 | -236 | 0.06% |
| O'ROURKE & COMPANY, Inc | 4.10K | Jun 30, 26 | -299 | 0.06% |
| Prospera Financial Services Inc | 4.05K | Jun 30, 26 | -3 | 0.06% |
| NTV ASSET MANAGEMENT LLC | 4.04K | Jun 30, 26 | -376 | 0.06% |
| Wellington Shields Capital Management, LLC | 4.00K | Jun 30, 26 | +4.00K | 0.06% |
| FIRST FINANCIAL CORP /IN/ | 4.00K | Jun 30, 26 | -- | 0.06% |
| Cerity Partners LLC | 3.76K | Jun 30, 26 | -- | 0.05% |
| Pekin Hardy Strauss, Inc. | 3.68K | Jun 30, 26 | +265 | 0.05% |
| Rockefeller Capital Management L.P. | 3.68K | Jun 30, 26 | -8.13K | 0.05% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 3.66K | Jun 30, 26 | -- | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 3.64K | Jun 30, 26 | +343 | 0.05% |
| FMR LLC | 3.51K | Jun 30, 26 | +228 | 0.05% |
| PFG Investments, LLC | 3.49K | Jun 30, 26 | +3.49K | 0.05% |
| Federation des caisses Desjardins du Quebec | 3.27K | Jun 30, 26 | -- | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.27K | Jun 30, 26 | -30.06K | 0.05% |
| Spruce Point Capital Management, LLC | 3.21K | Jun 30, 26 | -154.81K | 0.05% |
| Aster Capital Management (DIFC) Ltd | 3.17K | Jun 30, 26 | -22.36K | 0.04% |
| Live Oak Private Wealth LLC | 3.10K | Jun 30, 26 | -1.50K | 0.04% |
| Dunhill Financial, LLC | 3.00K | Jun 30, 26 | +3.00K | 0.04% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 3.00K | Jun 30, 26 | -- | 0.04% |
| XTX Topco Ltd | 2.80K | Jun 30, 26 | +2.80K | 0.04% |
| NAVELLIER & ASSOCIATES INC | 2.76K | Jun 30, 26 | +2.76K | 0.04% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 2.61K | Jun 30, 26 | -34 | 0.04% |
| Beaumont Financial Advisors, LLC | 2.57K | Jun 30, 26 | +2.57K | 0.04% |
| CVA Family Office, LLC | 2.30K | Jun 30, 26 | -- | 0.03% |
| GLENMEDE TRUST CO NA | 2.12K | Jun 30, 26 | -- | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 2.03K | Jun 30, 26 | -- | 0.03% |
| Cherry Tree Wealth Management, LLC | 1.91K | Jun 30, 26 | +1.91K | 0.03% |
| SBI Securities Co., Ltd. | 1.72K | Jun 30, 26 | +182 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.71K | Jun 30, 26 | +1.71K | 0.02% |
| CENTRAL TRUST Co | 1.63K | Jun 30, 26 | -- | 0.02% |
| JTC Employer Solutions Trustee Ltd | 1.60K | Jun 30, 26 | -1.80K | 0.02% |
| Innovative Asset Advisors Group, LLC | 1.35K | Jun 30, 26 | -200 | 0.02% |
| EP Wealth Advisors, LLC | 1.28K | Jun 30, 26 | +1.28K | 0.02% |
| PICTON MAHONEY ASSET MANAGEMENT | 1.10K | Jun 30, 26 | -- | 0.02% |
| Capital Investment Advisory Services, LLC | 1.08K | Jun 30, 26 | -35 | 0.02% |
| Westside Investment Management, Inc. | 1.07K | Jun 30, 26 | +250 | 0.02% |
| Anchor Investment Management, LLC | 1.05K | Jun 30, 26 | -1.50K | 0.01% |
| BESSEMER GROUP INC | 1.04K | Jun 30, 26 | -71 | 0.01% |
| ST GERMAIN D J CO INC | 750 | Jun 30, 26 | -- | 0.01% |
| Ameritas Advisory Services, LLC | 721 | Jun 30, 26 | +721 | 0.01% |
| SRS Capital Advisors, Inc. | 691 | Jun 30, 26 | +493 | 0.01% |
| Integrated Wealth Concepts LLC | 638 | Jun 30, 26 | +638 | 0.01% |
| Ancora Advisors, LLC | 626 | Jun 30, 26 | +276 | 0.01% |
| Parallel Advisors, LLC | 621 | Jun 30, 26 | +61 | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 600 | Jun 30, 26 | -- | 0.01% |
| Truvestments Capital LLC | 600 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 560 | Jun 30, 26 | -29 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 527 | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 505 | Jun 30, 26 | -262 | 0.01% |
| IMA Wealth, Inc. | 500 | Jun 30, 26 | +500 | 0.01% |
| Institute for Wealth Management, LLC. | 455 | Jun 30, 26 | +455 | 0.01% |
| Ronald Blue Trust, Inc. | 449 | Jun 30, 26 | -- | 0.01% |
| Colonial Trust Co / SC | 400 | Jun 30, 26 | -1.50K | 0.01% |
| Nalls Sherbakoff Group, LLC | 368 | Jun 30, 26 | -- | 0.01% |
| WORMSER FRERES GESTION | 351 | Jun 30, 26 | -349 | 0.00% |
| BigSur Wealth Management LLC | 350 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 345 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 342 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 337 | Jun 30, 26 | -273 | 0.00% |
| CoreCap Advisors, LLC | 326 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 313 | Jun 30, 26 | +313 | 0.00% |
| Spire Wealth Management | 300 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Counsel, Inc | 300 | Jun 30, 26 | +300 | 0.00% |
| Capital Analysts, LLC | 296 | Jun 30, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 289 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 266 | Jun 30, 26 | +266 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 250 | Jun 30, 26 | -- | 0.00% |
| HighMark Wealth Management LLC | 232 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| Silver Grove Financial Group, Inc. | 200 | Jun 30, 26 | +200 | 0.00% |
| GAMMA Investing LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Tacita Capital Inc | 200 | Jun 30, 26 | +200 | 0.00% |
| Register Financial Advisors LLC | 171 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 150 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 135 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 132 | Jun 30, 26 | +132 | 0.00% |
| NBC SECURITIES, INC. | 105 | Jun 30, 26 | -- | 0.00% |
| JDM Financial Group LLC | 105 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 100 | Jun 30, 26 | +100 | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 100 | Jun 30, 26 | -- | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 89 | Jun 30, 26 | +89 | 0.00% |
| Allworth Financial LP | 85 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 65 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 54 | Jun 30, 26 | +51 | 0.00% |
| Founders Financial Alliance, LLC | 42 | Jun 30, 26 | -- | 0.00% |
| POM Investment Strategies, LLC | 32 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 29 | Jun 30, 26 | -- | 0.00% |
| HORIZON BANCORP INC /IN/ | 23 | Jun 30, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 21 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 19 | Jun 30, 26 | -- | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 13 | Jun 30, 26 | -11 | 0.00% |
| CX Institutional | 12 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 10 | Jun 30, 26 | +10 | 0.00% |
| Accordant Advisory Group Inc | 10 | Jun 30, 26 | -- | 0.00% |
| Solstein Capital, LLC | 8 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 3 | Jun 30, 26 | -1.98K | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Toroso Investments, LLC | -- | Jun 30, 26 | -95.64K | -- |
| CIBC WORLD MARKET INC. | -- | Jun 30, 26 | -3.11K | -- |
| Financial & Tax Architects, LLC | -- | Jun 30, 26 | -4.15K | -- |
| Shay Capital LLC | -- | Jun 30, 26 | -10.00K | -- |
| Brandywine Financial Group | -- | Jun 30, 26 | -40 | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | -- | Jun 30, 26 | -16.69K | -- |
| OXFORD FINANCIAL GROUP LTD | -- | Jun 30, 26 | -415 | -- |
| ALTFEST L J & CO INC | -- | Jun 30, 26 | -57.89K | -- |
| CVS HEALTH Corp | -- | Jun 30, 26 | -6.00K | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Jun 30, 26 | -1.90K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -301.99K | -- |
| Massar Capital Management, LP | -- | Jun 30, 26 | -25.27K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -9 | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -9 | -- |
| Ethos Financial Group, LLC | -- | Jun 30, 26 | -10.07K | -- |
| PRUDENTIAL PLC | -- | Jun 30, 26 | -194.63K | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -2.50K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -29 | -- |
| Fulcrum Equity Management | -- | Jun 30, 26 | -3.81K | -- |
| J. Goldman & Co LP | -- | Jun 30, 26 | -5.00K | -- |
| Comprehensive Financial Consultants Institutional, Inc. | -- | Jun 30, 26 | -2.50K | -- |
| PEAPACK GLADSTONE FINANCIAL CORP | -- | Jun 30, 26 | -2.61K | -- |
| Geneos Wealth Management Inc. | -- | Jun 30, 26 | -760 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -21 | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -110 | -- |
| PRIMORIS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -27.50K | -- |
| BAROMETER CAPITAL MANAGEMENT INC. | -- | Jun 30, 26 | -7.40K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -243 | -- |
| Lido Advisors, LLC | -- | Jun 30, 26 | -2.37K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -761 | -- |
| Creative Planning | -- | Jun 30, 26 | -6.09K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -2.90K | -- |
| Deeter Investments LLP | 157.50K | Mar 31, 26 | +157.50K | 2.23% |
| Evelyn Partners Asset Management Ltd | 1.27K | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 411 | Mar 31, 26 | -1 | 0.01% |
| Financial Connections Group, Inc. | 100 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 14.63K | Dec 31, 25 | -3.68K | 0.21% |
| CIBC Private Wealth Group, LLC | 325 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -495 | -- |
| Cubist Systematic Strategies, LLC | 3.42K | Sep 30, 25 | +3.42K | 0.05% |
| Glenmede Investment Management, LP | 2.12K | Sep 30, 25 | -405 | 0.03% |
| Lowe Wealth Advisors, LLC | 200 | Sep 30, 25 | -- | 0.00% |
| Money Design Co.,Ltd. | 90.24K | Jun 30, 25 | -6.97K | 1.28% |
| Tyler-Stone Wealth Management | 3.12K | Jun 30, 25 | -1.13K | 0.04% |
| First Horizon Advisors, Inc. | 150 | Jun 30, 25 | -- | 0.00% |
| Transform Wealth, LLC | 33.27K | Mar 31, 25 | -10.26K | 0.47% |
| CAROLINAS WEALTH CONSULTING LLC | 1.00K | Mar 31, 25 | -- | 0.01% |
| M Financial Asset Management, Inc. | 2.28K | Dec 31, 24 | -1.48K | 0.03% |
| HBC Financial Services, PLLC | 119 | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | 102 | Dec 31, 24 | -147 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 22.59K | Sep 30, 24 | -2.19K | 0.32% |
| RAYMOND JAMES & ASSOCIATES | 11.35K | Sep 30, 24 | +512 | 0.16% |
| Aspire Wealth Management Corp | 4 | Sep 30, 24 | -- | 0.00% |
| Carmichael Hill & Associates, Inc. | -- | Sep 30, 24 | -150 | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5.38K | Jun 30, 24 | +386 | 0.08% |
| BlackRock Inc. | 2.17K | Jun 30, 24 | +2.17K | 0.03% |
| Perella Weinberg Partners Capital Management LP | 343.42K | Mar 31, 24 | -67.09K | 4.86% |
| Cetera Advisors LLC | 42.12K | Mar 31, 24 | +361 | 0.60% |
| Cetera Advisor Networks LLC | 7.12K | Mar 31, 24 | -9.16K | 0.10% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 44.97K | Sep 30, 23 | -2.01K | 0.64% |
| PATHSTONE FAMILY OFFICE, LLC | 4.51K | Sep 30, 23 | +4.51K | 0.06% |
| Column Capital Advisors, LLC | 1 | Sep 30, 23 | -- | 0.00% |
| Veritable, L.P. | 4.20K | Jun 30, 23 | -- | 0.06% |
| BDO Wealth Advisors, LLC | 3.74K | Jun 30, 23 | -- | 0.05% |
| Kistler-Tiffany Companies, LLC | 50 | Jun 30, 23 | +50 | 0.00% |
| Ahrens Investment Partners LLC | 86 | Mar 31, 23 | +86 | 0.00% |
| Capital Directions Investment Advisors, LLC | 350 | Dec 31, 22 | +350 | 0.00% |
| Sargent Bickham Lagudis LLC | 4 | Dec 31, 22 | +4 | 0.00% |
| EATON VANCE MANAGEMENT | 48.78K | Sep 30, 22 | +5.33K | 0.69% |
| American Portfolios Advisors | 5.55K | Sep 30, 22 | -4.94K | 0.08% |
| FourThought Financial, LLC | 250 | Sep 30, 22 | -- | 0.00% |
| STRATEGIC CAPITAL ADVISERS, INC. | 88.34K | Jun 30, 22 | +14.59K | 1.25% |
| MURPHY CAPITAL MANAGEMENT INC | 6.97K | Jun 30, 22 | +75 | 0.10% |
| BREWIN DOLPHIN LTD | 134 | Jun 30, 22 | -- | 0.00% |
| Titus Wealth Management | -- | Jun 30, 22 | -1.95K | -- |
| BIVIN & ASSOCIATES, INC. | -- | Jun 30, 22 | -10 | -- |
| NN Investment Partners Holdings N.V. | 21.06K | Mar 31, 22 | -1.55K | 0.30% |
| Infini Master Fund | 4.28K | Mar 31, 22 | +4.28K | 0.06% |
| MD Financial Management Inc. | 729.63K | Dec 31, 21 | -696 | 10.33% |
| Carroll Financial Associates, Inc. | 200 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 10 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3.78K | Sep 30, 21 | -- | 0.05% |
| Spring Creek Investment Management, LLC | -- | Sep 30, 21 | -188.59K | -- |
| BEL AIR INVESTMENT ADVISORS LLC | -- | Jun 30, 21 | -2.83K | -- |
| Winslow, Evans & Crocker, Inc. | 579 | Dec 31, 20 | +79 | 0.01% |
| 10-15 ASSOCIATES, INC. | 4.11K | Sep 30, 20 | -596 | 0.06% |
| Partnervest Advisory Services LLC | 3.30K | Sep 30, 20 | +3.30K | 0.05% |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 3.00K | Sep 30, 20 | +3.00K | 0.04% |
| Chapwood Capital Investment Management, LLC | 19.05K | Dec 31, 19 | +19.05K | 0.27% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 15.38K | Dec 31, 19 | +1.27K | 0.22% |
| Advisor Group, Inc. | 8.83K | Dec 31, 19 | +1.03K | 0.13% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 100 | Sep 30, 19 | -- | 0.00% |
| NEXT Financial Holdings | 15 | Mar 31, 19 | +15 | 0.00% |
| NORTHERN CAPITAL MANAGEMENT LLC | 32.26K | Dec 31, 18 | -12.90K | 0.46% |
| Cornerstone Financial Partners, LLC | 10.05K | Dec 31, 17 | -627 | 0.14% |
| Commonwealth Equity Services, Inc | 39.35K | Jun 30, 17 | +1.64K | 0.56% |
| Virtu KCG Holdings LLC | 15.44K | Jun 30, 17 | +10.75K | 0.22% |
| FIRST FINANCIAL EQUITY CORPORATION | 24.23K | Mar 31, 17 | +24.23K | 0.34% |
| MSI Financial Services Inc | 10.48K | Dec 31, 16 | -768 | 0.15% |
| SOCIETE GENERALE | 3.19K | Jun 30, 16 | +3.19K | 0.05% |