NEA(NEA)
NEA
Institutional Ownership
Top 444 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Venture Visionary Partners LLC | 116.18K | Sep 30, 26 | -6.80K | 0.04% |
| Farther Finance Advisors, LLC | 39.67K | Sep 30, 26 | +969 | 0.01% |
| Gridiron Partners, LLC | 31.62K | Sep 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 22.82K | Sep 30, 26 | -101.85K | 0.01% |
| Invariant Investment Management | 18.84K | Sep 30, 26 | +18.84K | 0.01% |
| Apeiron RIA LLC | 14.81K | Sep 30, 26 | +14.81K | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 11.69K | Sep 30, 26 | -178 | 0.00% |
| CX Institutional | 7.22K | Sep 30, 26 | +128 | 0.00% |
| Noble Wealth Management PBC | 3.25K | Sep 30, 26 | +58 | 0.00% |
| EASTERN BANK | 481 | Sep 30, 26 | -- | 0.00% |
| Worth Asset Management, LLC | -- | Sep 30, 26 | -43.48K | -- |
| MORGAN STANLEY | 9.84M | Jun 30, 26 | -66.34K | 3.29% |
| RAYMOND JAMES FINANCIAL INC | 3.59M | Jun 30, 26 | +584.83K | 1.20% |
| GUGGENHEIM CAPITAL LLC | 3.38M | Jun 30, 26 | +266.45K | 1.13% |
| WELLS FARGO & COMPANY/MN | 2.91M | Jun 30, 26 | +125.75K | 0.97% |
| UBS Group AG | 1.64M | Jun 30, 26 | -95.73K | 0.55% |
| Hennion & Walsh Asset Management, Inc. | 1.61M | Jun 30, 26 | -150.95K | 0.54% |
| LPL Financial LLC | 1.47M | Jun 30, 26 | +25.09K | 0.49% |
| VAN ECK ASSOCIATES CORP | 1.41M | Jun 30, 26 | +93.74K | 0.47% |
| McGowan Group Asset Management, Inc. | 1.41M | Jun 30, 26 | -18.67K | 0.47% |
| BANK OF AMERICA CORP /DE/ | 1.39M | Jun 30, 26 | -140.12K | 0.47% |
| ROYAL BANK OF CANADA | 1.25M | Jun 30, 26 | -76.77K | 0.42% |
| STIFEL FINANCIAL CORP | 1.12M | Jun 30, 26 | +34.74K | 0.38% |
| HighTower Advisors, LLC | 1.09M | Jun 30, 26 | +22.57K | 0.36% |
| Melone Private Wealth, LLC | 862.70K | Jun 30, 26 | +150.97K | 0.29% |
| Congress Park Capital LLC | 850.00K | Jun 30, 26 | -- | 0.28% |
| Eagle Bluffs Wealth Management LLC | 732.01K | Jun 30, 26 | +53.62K | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 694.03K | Jun 30, 26 | +121.97K | 0.23% |
| BYRNE FINANCIAL FREEDOM, LLC | 628.11K | Jun 30, 26 | -13.95K | 0.21% |
| Cetera Investment Advisers | 582.86K | Jun 30, 26 | +40.86K | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 579.19K | Jun 30, 26 | -95.14K | 0.19% |
| Kestra Advisory Services, LLC | 539.03K | Jun 30, 26 | +99.43K | 0.18% |
| AMERIPRISE FINANCIAL INC | 487.09K | Jun 30, 26 | +42.53K | 0.16% |
| Cresta Advisors, Ltd. | 455.65K | Jun 30, 26 | +70.00K | 0.15% |
| Palogic Value Management, L.P. | 380.87K | Jun 30, 26 | +3.31K | 0.13% |
| Rockefeller Capital Management L.P. | 367.54K | Jun 30, 26 | -11.70K | 0.12% |
| Merit Financial Group, LLC | 362.23K | Jun 30, 26 | +271 | 0.12% |
| TRUIST FINANCIAL CORP | 320.44K | Jun 30, 26 | +99.85K | 0.11% |
| Capital Investment Advisors, LLC | 316.23K | Jun 30, 26 | -7.26K | 0.11% |
| Savant Capital, LLC | 314.67K | Jun 30, 26 | +157.59K | 0.11% |
| Janney Montgomery Scott LLC | 312.48K | Jun 30, 26 | +20.14K | 0.10% |
| CURA WEALTH ADVISORS, LLC | 302.00K | Jun 30, 26 | -- | 0.10% |
| SIT INVESTMENT ASSOCIATES INC | 293.43K | Jun 30, 26 | -118.30K | 0.10% |
| COHEN & STEERS, INC. | 279.41K | Jun 30, 26 | -25.30K | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 271.42K | Jun 30, 26 | -9.48K | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 260.26K | Jun 30, 26 | -5.07K | 0.09% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 254.05K | Jun 30, 26 | -42.26K | 0.08% |
| KIM, LLC | 243.70K | Jun 30, 26 | -- | 0.08% |
| Jupiter Wealth Management LLC | 240.24K | Jun 30, 26 | -- | 0.08% |
| Intellectus Partners, LLC | 237.83K | Jun 30, 26 | +34.21K | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 237.04K | Jun 30, 26 | -2.84K | 0.08% |
| Lido Advisors, LLC | 230.80K | Jun 30, 26 | +3.34K | 0.08% |
| Spire Wealth Management | 228.62K | Jun 30, 26 | +59.90K | 0.08% |
| Fiera Capital Corp | 221.53K | Jun 30, 26 | +23.09K | 0.07% |
| Invesco Ltd. | 214.53K | Jun 30, 26 | +441 | 0.07% |
| Wakefield Asset Management LLLP | 199.97K | Jun 30, 26 | +20.72K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 198.60K | Jun 30, 26 | +3.79K | 0.07% |
| NewEdge Advisors, LLC | 179.81K | Jun 30, 26 | +48.20K | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 173.18K | Jun 30, 26 | +94.22K | 0.06% |
| Advisors Asset Management, Inc. | 171.30K | Jun 30, 26 | -121.56K | 0.06% |
| Baird Financial Group, Inc. | 162.82K | Jun 30, 26 | -1.48K | 0.05% |
| Tyche Wealth Partners LLC | 156.57K | Jun 30, 26 | -6.30K | 0.05% |
| IBEX WEALTH ADVISORS | 147.78K | Jun 30, 26 | -3.72K | 0.05% |
| Steward Partners Investment Advisory, LLC | 143.89K | Jun 30, 26 | -440 | 0.05% |
| Waverly Advisors, LLC | 143.33K | Jun 30, 26 | +2.80K | 0.05% |
| Breakwater Capital Group | 138.72K | Jun 30, 26 | +2.56K | 0.05% |
| GILL CAPITAL PARTNERS, LLC | 137.85K | Jun 30, 26 | -104.05K | 0.05% |
| Kercheville Advisors, LLC | 137.13K | Jun 30, 26 | -8.90K | 0.05% |
| FLC Capital Advisors | 134.86K | Jun 30, 26 | +70.42K | 0.05% |
| CAPITAL & PLANNING, LLC | 132.32K | Jun 30, 26 | -220 | 0.04% |
| IFC Advisors LLC | 129.49K | Jun 30, 26 | +129.49K | 0.04% |
| Stratos Wealth Partners, LTD. | 125.49K | Jun 30, 26 | +8.45K | 0.04% |
| NewEdge Wealth, LLC | 124.55K | Jun 30, 26 | +865 | 0.04% |
| JFS WEALTH ADVISORS, LLC | 122.98K | Jun 30, 26 | +138 | 0.04% |
| Abel Hall, LLC | 120.00K | Jun 30, 26 | -- | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 119.70K | Jun 30, 26 | +7.49K | 0.04% |
| WESBANCO BANK INC | 119.19K | Jun 30, 26 | +131 | 0.04% |
| CI Private Wealth, LLC | 114.66K | Jun 30, 26 | -17.23K | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 114.45K | Jun 30, 26 | +6.33K | 0.04% |
| VERUS CAPITAL PARTNERS, LLC | 112.00K | Jun 30, 26 | +97.50K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 111.68K | Jun 30, 26 | -3.84K | 0.04% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 106.07K | Jun 30, 26 | +4.25K | 0.04% |
| DAVENPORT & Co LLC | 101.02K | Jun 30, 26 | +2.20K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 98.10K | Jun 30, 26 | +3.84K | 0.03% |
| Summit Trail Advisors, LLC | 96.22K | Jun 30, 26 | +9.43K | 0.03% |
| Prospera Financial Services Inc | 96.07K | Jun 30, 26 | +1.98K | 0.03% |
| CHILDRESS CAPITAL ADVISORS, LLC | 96.00K | Jun 30, 26 | -- | 0.03% |
| Mariner, LLC | 94.22K | Jun 30, 26 | -7.38K | 0.03% |
| MBA Advisors LLC | 94.11K | Jun 30, 26 | +94.11K | 0.03% |
| Modern Wealth Management, LLC | 90.46K | Jun 30, 26 | -13.09K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 84.79K | Jun 30, 26 | -1.50K | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83.18K | Jun 30, 26 | -2.45K | 0.03% |
| CARY STREET PARTNERS FINANCIAL LLC | 82.61K | Jun 30, 26 | -2.10K | 0.03% |
| ACCREDITED INVESTOR SERVICES, LLC | 82.50K | Jun 30, 26 | -5.96K | 0.03% |
| JANE STREET GROUP, LLC | 81.04K | Jun 30, 26 | -98.03K | 0.03% |
| MAI Capital Management | 78.16K | Jun 30, 26 | +73.33K | 0.03% |
| Kingsview Wealth Management, LLC | 77.65K | Jun 30, 26 | +146 | 0.03% |
| Private Advisor Group, LLC | 75.74K | Jun 30, 26 | +5.86K | 0.03% |
| Whipplewood Advisors, LLC | 73.84K | Jun 30, 26 | -444 | 0.02% |
| Aviance Capital Partners, LLC | 73.81K | Jun 30, 26 | -800 | 0.02% |
| Concurrent Investment Advisors, LLC | 72.98K | Jun 30, 26 | +33.52K | 0.02% |
| XTX Topco Ltd | 71.79K | Jun 30, 26 | +71.79K | 0.02% |
| OPPENHEIMER & CO INC | 71.58K | Jun 30, 26 | +3.79K | 0.02% |
| Uniting Wealth Partners, LLC | 70.21K | Jun 30, 26 | +97 | 0.02% |
| Creative Planning | 68.43K | Jun 30, 26 | -28.23K | 0.02% |
| NAPLES GLOBAL ADVISORS, LLC | 66.43K | Jun 30, 26 | -- | 0.02% |
| RAMSEY QUANTITATIVE SYSTEMS | 63.00K | Jun 30, 26 | +63.00K | 0.02% |
| Founders Financial Alliance, LLC | 61.57K | Jun 30, 26 | -3.27K | 0.02% |
| Redhawk Wealth Advisors, Inc. | 58.77K | Jun 30, 26 | +1.03K | 0.02% |
| Kovack Advisors, Inc. | 56.86K | Jun 30, 26 | +115 | 0.02% |
| TCG Advisory Services, LLC | 54.84K | Jun 30, 26 | +14.05K | 0.02% |
| Altus Wealth Group LLC | 53.69K | Jun 30, 26 | -- | 0.02% |
| Lifetime Wealth Management P.C. | 53.50K | Jun 30, 26 | -- | 0.02% |
| Wealth Alliance Advisory Group, LLC | 52.93K | Jun 30, 26 | +247 | 0.02% |
| Sentinus, LLC | 52.10K | Jun 30, 26 | -- | 0.02% |
| BENJAMIN EDWARDS INC | 51.51K | Jun 30, 26 | -257 | 0.02% |
| Colony Group, LLC | 51.33K | Jun 30, 26 | +1.56K | 0.02% |
| Broyhill Asset Management | 51.04K | Jun 30, 26 | -15.97K | 0.02% |
| Wealth Care LLC | 50.00K | Jun 30, 26 | -- | 0.02% |
| MYECFO, LLC | 49.90K | Jun 30, 26 | -3.30K | 0.02% |
| Coastal Investment Advisors, Inc. | 48.15K | Jun 30, 26 | +1.40K | 0.02% |
| Cerity Partners LLC | 46.72K | Jun 30, 26 | +1.09K | 0.02% |
| VisionPoint Advisory Group, LLC | 45.14K | Jun 30, 26 | +18.09K | 0.02% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 44.78K | Jun 30, 26 | -328 | 0.01% |
| J.W. COLE ADVISORS, INC. | 43.95K | Jun 30, 26 | +43.95K | 0.01% |
| PURSUIT WEALTH STRATEGIES, LLC | 43.52K | Jun 30, 26 | -15.72K | 0.01% |
| Rinkey Investments | 43.50K | Jun 30, 26 | -- | 0.01% |
| Worth Asset Management, LLC | 43.48K | Jun 30, 26 | +43.48K | 0.01% |
| FIFTH THIRD BANCORP | 42.49K | Jun 30, 26 | -1.75K | 0.01% |
| WCG Wealth Advisors LLC | 40.87K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 38.71K | Jun 30, 26 | +615 | 0.01% |
| AlphaCore Capital LLC | 38.26K | Jun 30, 26 | +546 | 0.01% |
| MML INVESTORS SERVICES, LLC | 37.97K | Jun 30, 26 | +4.47K | 0.01% |
| Clear Creek Financial Management, LLC | 37.79K | Jun 30, 26 | -204 | 0.01% |
| Glen Eagle Advisors, LLC | 37.34K | Jun 30, 26 | -1.17K | 0.01% |
| CENTRAL TRUST Co | 37.00K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 36.03K | Jun 30, 26 | +19.09K | 0.01% |
| Essential Investment Partners LLC | 34.50K | Jun 30, 26 | -- | 0.01% |
| Rock Point Advisors, LLC | 34.09K | Jun 30, 26 | -- | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 33.88K | Jun 30, 26 | -488 | 0.01% |
| Sequoia Financial Advisors, LLC | 33.00K | Jun 30, 26 | +33.00K | 0.01% |
| Mayflower Financial Advisors, LLC | 32.69K | Jun 30, 26 | -- | 0.01% |
| Mystic Asset Management, Inc. | 31.67K | Jun 30, 26 | -- | 0.01% |
| Gridiron Partners, LLC | 31.62K | Jun 30, 26 | -108.23K | 0.01% |
| Destiny Wealth Partners, LLC | 31.55K | Jun 30, 26 | -23.36K | 0.01% |
| CHAPIN DAVIS, INC. | 30.70K | Jun 30, 26 | -- | 0.01% |
| Coastal Bridge Advisors, LLC | 30.47K | Jun 30, 26 | -- | 0.01% |
| Successful Portfolios LLC | 29.56K | Jun 30, 26 | -- | 0.01% |
| Artesa Financial Group, LLC | 28.94K | Jun 30, 26 | +1.81K | 0.01% |
| Belpointe Asset Management LLC | 28.85K | Jun 30, 26 | +968 | 0.01% |
| Financial Engines Advisors L.L.C. | 28.83K | Jun 30, 26 | -- | 0.01% |
| URS Advisory LLC | 28.48K | Jun 30, 26 | -- | 0.01% |
| Moors & Cabot, Inc. | 28.09K | Jun 30, 26 | +3.04K | 0.01% |
| Summit Financial, LLC | 28.07K | Jun 30, 26 | -308 | 0.01% |
| MSH Capital Advisors LLC | 28.07K | Jun 30, 26 | +4.30K | 0.01% |
| ALLIANCEBERNSTEIN L.P. | 27.40K | Jun 30, 26 | -- | 0.01% |
| Fortitude Advisory Group L.L.C. | 27.09K | Jun 30, 26 | -- | 0.01% |
| STANSBERRY ASSET MANAGEMENT, LLC | 26.71K | Jun 30, 26 | +26.71K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 26.43K | Jun 30, 26 | +3.70K | 0.01% |
| US BANCORP \DE\ | 26.18K | Jun 30, 26 | -7.79K | 0.01% |
| Allworth Financial LP | 25.24K | Jun 30, 26 | -1.92K | 0.01% |
| Sanctuary Advisors, LLC | 25.17K | Jun 30, 26 | -2.68K | 0.01% |
| ALONGSIDE, LLC | 24.78K | Jun 30, 26 | +24.78K | 0.01% |
| 49 WEALTH MANAGEMENT, LLC | 24.78K | Jun 30, 26 | +24.78K | 0.01% |
| TOWER BRIDGE ADVISORS | 24.63K | Jun 30, 26 | -- | 0.01% |
| DUNCKER STREETT & CO INC | 24.00K | Jun 30, 26 | -- | 0.01% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 23.60K | Jun 30, 26 | -- | 0.01% |
| Aberdeen Wealth Management LLC | 23.55K | Jun 30, 26 | -- | 0.01% |
| Leisure Capital Management | 23.42K | Jun 30, 26 | -- | 0.01% |
| HARMONY ASSET MANAGEMENT LLC | 23.40K | Jun 30, 26 | -- | 0.01% |
| Edgemoor Investment Advisors, Inc. | 23.22K | Jun 30, 26 | -- | 0.01% |
| Verdence Capital Advisors LLC | 23.04K | Jun 30, 26 | +23.04K | 0.01% |
| Indiana Trust & Investment Management CO | 23.00K | Jun 30, 26 | -- | 0.01% |
| CIBC Bancorp USA Inc. | 22.81K | Jun 30, 26 | +112 | 0.01% |
| NORTHERN TRUST CORP | 22.78K | Jun 30, 26 | -- | 0.01% |
| Retirement Planning Group | 21.58K | Jun 30, 26 | -- | 0.01% |
| SHUFRO ROSE & CO LLC | 21.50K | Jun 30, 26 | -- | 0.01% |
| PEDDOCK CAPITAL ADVISORS, LLC | 21.43K | Jun 30, 26 | -- | 0.01% |
| Lantz Financial LLC | 21.06K | Jun 30, 26 | +4.40K | 0.01% |
| Quantinno Capital Management LP | 21.06K | Jun 30, 26 | +185 | 0.01% |
| Keystone Financial Group | 20.36K | Jun 30, 26 | -- | 0.01% |
| New England Private Wealth Advisors LLC | 20.00K | Jun 30, 26 | -- | 0.01% |
| Kuhn & Co Investment Counsel | 19.88K | Jun 30, 26 | -- | 0.01% |
| Pointe Capital Management LLC | 19.71K | Jun 30, 26 | -1.30K | 0.01% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 19.71K | Jun 30, 26 | +157 | 0.01% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 19.19K | Jun 30, 26 | +12 | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19.08K | Jun 30, 26 | +1.18K | 0.01% |
| VIRTUE ASSET MANAGEMENT LLC | 18.83K | Jun 30, 26 | -450 | 0.01% |
| Sigma Planning Corp | 18.77K | Jun 30, 26 | +189 | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 18.76K | Jun 30, 26 | -- | 0.01% |
| Great Lakes Retirement, Inc. | 18.74K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 18.70K | Jun 30, 26 | -642 | 0.01% |
| Sightline Wealth Advisors, LLC | 18.49K | Jun 30, 26 | +3.33K | 0.01% |
| Sovereign Financial Group, Inc. | 18.36K | Jun 30, 26 | +307 | 0.01% |
| BAR HARBOR WEALTH MANAGEMENT | 17.71K | Jun 30, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 17.56K | Jun 30, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 17.41K | Jun 30, 26 | -387 | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 17.01K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 16.89K | Jun 30, 26 | +2.14K | 0.01% |
| Sowell Financial Services LLC | 16.86K | Jun 30, 26 | -23.00K | 0.01% |
| Virtu Financial LLC | 16.72K | Jun 30, 26 | -11.35K | 0.01% |
| MELFA WEALTH MANAGEMENT, LLC | 16.26K | Jun 30, 26 | -2.72K | 0.01% |
| Global Retirement Partners, LLC | 15.97K | Jun 30, 26 | +15.97K | 0.01% |
| Mezzasalma Advisors, LLC | 15.91K | Jun 30, 26 | -2.47K | 0.01% |
| ALTFEST L J & CO INC | 15.74K | Jun 30, 26 | -- | 0.01% |
| RFG Advisory, LLC | 15.73K | Jun 30, 26 | -- | 0.01% |
| Western Wealth Management, LLC | 15.47K | Jun 30, 26 | -- | 0.01% |
| Titiun Yejiel | 15.43K | Jun 30, 26 | -- | 0.01% |
| Element Wealth, LLC | 15.33K | Jun 30, 26 | -- | 0.01% |
| BOOTHBAY FUND MANAGEMENT, LLC | 15.00K | Jun 30, 26 | -1.05K | 0.01% |
| TWO SIGMA SECURITIES, LLC | 14.95K | Jun 30, 26 | -1.92K | 0.01% |
| Buckingham Strategic Partners | 14.62K | Jun 30, 26 | -6.46K | 0.00% |
| WEDBUSH SECURITIES INC | 14.60K | Jun 30, 26 | -5.18K | 0.00% |
| D.A. DAVIDSON & CO. | 14.37K | Jun 30, 26 | +61 | 0.00% |
| DAYMARK WEALTH PARTNERS, LLC | 14.34K | Jun 30, 26 | +14.34K | 0.00% |
| Summit Financial Wealth Advisors, LLC | 14.25K | Jun 30, 26 | -- | 0.00% |
| Maridea Wealth Management LLC | 13.98K | Jun 30, 26 | +2.54K | 0.00% |
| Apollon Wealth Management, LLC | 13.73K | Jun 30, 26 | -- | 0.00% |
| Barry Investment Advisors, LLC | 13.60K | Jun 30, 26 | -2.82K | 0.00% |
| Plan Group Financial, LLC | 13.59K | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 13.50K | Jun 30, 26 | -2.50K | 0.00% |
| SFMG, LLC | 13.05K | Jun 30, 26 | -- | 0.00% |
| Snowden Capital Advisors LLC | 12.91K | Jun 30, 26 | -- | 0.00% |
| Wealth Management Associates, Inc. | 12.59K | Jun 30, 26 | +43 | 0.00% |
| Dakota Wealth Management | 12.11K | Jun 30, 26 | -2.81K | 0.00% |
| Calamos Wealth Management LLC | 12.00K | Jun 30, 26 | -- | 0.00% |
| Cartesian Growth Corp | 12.00K | Jun 30, 26 | +12.00K | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 11.87K | Jun 30, 26 | -63 | 0.00% |
| SMH CAPITAL ADVISORS INC | 11.80K | Jun 30, 26 | -- | 0.00% |
| Capital Squared Financial LLC | 11.75K | Jun 30, 26 | +207 | 0.00% |
| Insight Wealth Strategies, LLC | 11.75K | Jun 30, 26 | -2.20K | 0.00% |
| Manske Wealth Management | 11.64K | Jun 30, 26 | -- | 0.00% |
| Uptown Financial Advisors LLC | 11.50K | Jun 30, 26 | -- | 0.00% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 11.48K | Jun 30, 26 | +11.48K | 0.00% |
| Total Clarity Wealth Management, Inc. | 11.32K | Jun 30, 26 | -- | 0.00% |
| EP Wealth Advisors, LLC | 11.31K | Jun 30, 26 | +180 | 0.00% |
| Karras Company, Inc. | 11.30K | Jun 30, 26 | +915 | 0.00% |
| SHEETS SMITH WEALTH MANAGEMENT | 11.25K | Jun 30, 26 | -- | 0.00% |
| Citizens National Bank Trust Department | 11.20K | Jun 30, 26 | -2.50K | 0.00% |
| Clean Yield Group | 10.97K | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 10.86K | Jun 30, 26 | +10.86K | 0.00% |
| Riverstone Advisors, LLC | 10.85K | Jun 30, 26 | +192 | 0.00% |
| Ancora Advisors, LLC | 10.65K | Jun 30, 26 | -1.09K | 0.00% |
| Busey Wealth Management | 10.62K | Jun 30, 26 | -- | 0.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10.56K | Jun 30, 26 | +10.56K | 0.00% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.53K | Jun 30, 26 | +116 | 0.00% |
| FIRST TRUST ADVISORS LP | 10.32K | Jun 30, 26 | -15.95K | 0.00% |
| Root Financial Partners, LLC | 10.24K | Jun 30, 26 | +10.24K | 0.00% |
| Dorsey & Whitney Trust CO LLC | 10.00K | Jun 30, 26 | -- | 0.00% |
| Future Financial Wealth Managment LLC | 10.00K | Jun 30, 26 | -- | 0.00% |
| CENTAURUS FINANCIAL, INC. | 8.78K | Jun 30, 26 | +8.78K | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 8.10K | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 7.54K | Jun 30, 26 | +105 | 0.00% |
| PRIVATE TRUST CO NA | 7.34K | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 7.24K | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 6.90K | Jun 30, 26 | +6.90K | 0.00% |
| WEBSTER BANK, N. A. | 6.89K | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 6.47K | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 6.34K | Jun 30, 26 | +4.02K | 0.00% |
| Allied Private Wealth LLC | 6.18K | Jun 30, 26 | +6.18K | 0.00% |
| Chung Wu Investment Group, LLC | 6.00K | Jun 30, 26 | -- | 0.00% |
| Founders Capital Management | 5.50K | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 4.85K | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 4.40K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.84K | Jun 30, 26 | +48 | 0.00% |
| PETERSON WEALTH MANAGEMENT | 3.83K | Jun 30, 26 | +22 | 0.00% |
| Cornerstone Planning Group LLC | 3.73K | Jun 30, 26 | -- | 0.00% |
| Penserra Capital Management LLC | 3.47K | Jun 30, 26 | +2.31K | 0.00% |
| Geneos Wealth Management Inc. | 3.19K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 3.19K | Jun 30, 26 | -- | 0.00% |
| ENTRUST FINANCIAL LLC | 2.73K | Jun 30, 26 | -- | 0.00% |
| Basepoint Wealth LLC | 2.27K | Jun 30, 26 | +40 | 0.00% |
| Pinnacle Bancorp, Inc. | 2.13K | Jun 30, 26 | -1.52K | 0.00% |
| Hilltop National Bank | 2.01K | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 1.80K | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 1.63K | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 1.62K | Jun 30, 26 | +29 | 0.00% |
| Atlantic Union Bankshares Corp | 1.55K | Jun 30, 26 | -- | 0.00% |
| ORG Wealth Partners, LLC | 1.51K | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 1.49K | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.41K | Jun 30, 26 | -319 | 0.00% |
| Vanguard National Trust Co | 1.33K | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 1.05K | Jun 30, 26 | +1.05K | 0.00% |
| Heritage Wealth Advisors | 1.01K | Jun 30, 26 | +1.01K | 0.00% |
| Crews Bank & Trust | 1.01K | Jun 30, 26 | -- | 0.00% |
| Hanson & Doremus Investment Management | 930 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 878 | Jun 30, 26 | +878 | 0.00% |
| Community Financial Services Group, LLC | 761 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 756 | Jun 30, 26 | -- | 0.00% |
| Piscataqua Savings Bank | 645 | Jun 30, 26 | -- | 0.00% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 612 | Jun 30, 26 | +612 | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 583 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 519 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 450 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 354 | Jun 30, 26 | +354 | 0.00% |
| IFG Advisory, LLC | 276 | Jun 30, 26 | +276 | 0.00% |
| Bogart Wealth, LLC | 240 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 177 | Jun 30, 26 | +159 | 0.00% |
| Operose Advisors LLC | 160 | Jun 30, 26 | +160 | 0.00% |
| Physician Wealth Advisors, Inc. | 108 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 96 | Jun 30, 26 | +14 | 0.00% |
| Cassaday & Co Wealth Management LLC | 76 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 50 | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 1 | Jun 30, 26 | -88 | 0.00% |
| SJS Investment Consulting Inc. | -- | Jun 30, 26 | -4.98K | -- |
| True Link Financial Advisors, LLC | -- | Jun 30, 26 | -467 | -- |
| Wealth Science Advisors LLC | -- | Jun 30, 26 | -450 | -- |
| Hilltop Holdings Inc. | -- | Jun 30, 26 | -15.31K | -- |
| Arkos Global Advisors | -- | Jun 30, 26 | -5.19K | -- |
| Strategic Financial Concepts, LLC | -- | Jun 30, 26 | -16.41K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -195 | -- |
| Capital Investment Advisory Services, LLC | -- | Jun 30, 26 | -12.01K | -- |
| Pensionmark Financial Group, LLC | -- | Jun 30, 26 | -17.68K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -200.10K | -- |
| Abound Wealth Management | -- | Jun 30, 26 | -537 | -- |
| RMB Capital Management, LLC | -- | Jun 30, 26 | -23.06K | -- |
| Concorde Asset Management, LLC | -- | Jun 30, 26 | -92.01K | -- |
| Apeiron RIA LLC | -- | Jun 30, 26 | -14.81K | -- |
| Seelaus Asset Management LLC | -- | Jun 30, 26 | -19.65K | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -360 | -- |
| TCP Asset Management, LLC | -- | Jun 30, 26 | -14.37K | -- |
| NOMURA HOLDINGS INC | -- | Jun 30, 26 | -30.00K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -20.16K | -- |
| LaSalle St. Investment Advisors, LLC | -- | Jun 30, 26 | -13.13K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -13.25K | -- |
| MOTCO | -- | Jun 30, 26 | -636 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -1.13K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -236.50K | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -32.60K | -- |
| Calamos Advisors LLC | -- | Jun 30, 26 | -12.00K | -- |
| Leo Wealth, LLC | 283.14K | Mar 31, 26 | +51.62K | 0.09% |
| Sunbelt Securities, Inc. | 16.53K | Mar 31, 26 | +1.15K | 0.01% |
| CWM, LLC | 3.94K | Mar 31, 26 | +186 | 0.00% |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -145.52K | -- |
| COMERICA BANK | 63.00K | Dec 31, 25 | +25.50K | 0.02% |
| CIBC Private Wealth Group, LLC | 14.69K | Dec 31, 25 | +4.16K | 0.00% |
| Bard Financial Services, Inc. | 65.00K | Sep 30, 25 | -- | 0.02% |
| Moloney Securities Asset Management, LLC | 34.08K | Sep 30, 25 | +200 | 0.01% |
| GRIES FINANCIAL LLC | 24.85K | Sep 30, 25 | -- | 0.01% |
| FSA Wealth Management LLC | 3.00K | Sep 30, 25 | -- | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -13.17K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 27.96K | Jun 30, 25 | -1.15K | 0.01% |
| Good Life Advisors, LLC | 22.66K | Jun 30, 25 | +160 | 0.01% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4.14K | Jun 30, 25 | +4.14K | 0.00% |
| First Horizon Advisors, Inc. | 500 | Jun 30, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -16.68K | -- |
| Sheaff Brock Investment Advisors, LLC | 11.14K | Mar 31, 25 | -- | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 3.44K | Mar 31, 25 | +3.44K | 0.00% |
| Sandy Spring Bank | 1.57K | Mar 31, 25 | +25 | 0.00% |
| Schechter Investment Advisors, LLC | -- | Mar 31, 25 | -23.24K | -- |
| TrinityPoint Wealth, LLC | 40.60K | Dec 31, 24 | +54 | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -551 | -- |
| Raymond James Financial Services Advisors, Inc. | 1.26M | Sep 30, 24 | +773.06K | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 940.00K | Sep 30, 24 | +57.61K | 0.31% |
| Edmonds Duncan Registered Investment Advisors, LLC | 88.00K | Sep 30, 24 | +1.28K | 0.03% |
| RAYMOND JAMES TRUST N.A. | 68.25K | Sep 30, 24 | -- | 0.02% |
| First Personal Financial Services | 67.57K | Sep 30, 24 | -3.81K | 0.02% |
| M&R CAPITAL MANAGEMENT INC | 677 | Sep 30, 24 | -- | 0.00% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -284.75K | -- |
| BlackRock Inc. | 1.49M | Jun 30, 24 | +1.49M | 0.50% |
| EMFO, LLC | 26.81K | Jun 30, 24 | -- | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 24.43K | Jun 30, 24 | -- | 0.01% |
| ICA Group Wealth Management, LLC | 2.64K | Jun 30, 24 | -- | 0.00% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -400.71K | -- |
| Cetera Advisor Networks LLC | 103.74K | Mar 31, 24 | +9.71K | 0.03% |
| Cetera Advisors LLC | 39.63K | Mar 31, 24 | +22.62K | 0.01% |
| InterOcean Capital Group, LLC | 12.00K | Mar 31, 24 | -- | 0.00% |
| CAMBRIDGE TRUST CO | 2.38K | Mar 31, 24 | -- | 0.00% |
| Crestone Asset Management LLC | -- | Mar 31, 24 | -26.18K | -- |
| StrategIQ Financial Group, LLC | 74.94K | Dec 31, 23 | -19.28K | 0.03% |
| Baystate Wealth Management LLC | 4.79K | Dec 31, 23 | +370 | 0.00% |
| Bartlett & Co. LLC | 105 | Dec 31, 23 | -- | 0.00% |
| Claybrook Capital, LLC | 248.58K | Sep 30, 23 | -- | 0.08% |
| GOODWIN DANIEL L | 156.33K | Sep 30, 23 | -- | 0.05% |
| Wealth Management Solutions, LLC | 16.38K | Sep 30, 23 | -- | 0.01% |
| BDO Wealth Advisors, LLC | 29.30K | Jun 30, 23 | +612 | 0.01% |
| Kistler-Tiffany Companies, LLC | 1.07K | Jun 30, 23 | +995 | 0.00% |
| MCMILLION CAPITAL MANAGEMENT INC | 902 | Jun 30, 23 | +902 | 0.00% |
| LeJeune Puetz Investment Counsel LLC | 53.11K | Mar 31, 23 | +5.00K | 0.02% |
| Ahrens Investment Partners LLC | 500 | Mar 31, 23 | +500 | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 20.21K | Dec 31, 22 | -- | 0.01% |
| EATON VANCE MANAGEMENT | 51.21K | Sep 30, 22 | -- | 0.02% |
| American Portfolios Advisors | 23.66K | Sep 30, 22 | +272 | 0.01% |
| ROOSEVELT INVESTMENT GROUP LLC | 21.43K | Sep 30, 22 | -456 | 0.01% |
| Surevest, LLC | 3.33K | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 2.69K | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -4.27K | -- |
| Kore Private Wealth LLC | -- | Sep 30, 22 | -18.62K | -- |
| B. Riley Wealth Management, Inc. | 22.69K | Jun 30, 22 | +6.98K | 0.01% |
| Lake Point Wealth Management | 959 | Jun 30, 22 | +959 | 0.00% |
| BAR HARBOR TRUST SERVICES | -- | Jun 30, 22 | -- | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4.01M | Mar 31, 22 | +211.96K | 1.34% |
| BREITER CAPITAL MANAGEMENT INC | 30.40K | Mar 31, 22 | -- | 0.01% |
| Dixon Hughes Goodman Wealth Advisors LLC | 7.39K | Mar 31, 22 | +1.52K | 0.00% |
| VIRIDIAN RIA, LLC | -- | Mar 31, 22 | -20.00K | -- |
| 6 Meridian | 242.41K | Dec 31, 21 | -26.20K | 0.08% |
| Altavista Wealth Management, Inc. | 20.01K | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 1.76K | Dec 31, 21 | +1.76K | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 300 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 114.76K | Sep 30, 21 | +31.04K | 0.04% |
| Allegiant Private Advisors, LLC | 176.33K | Jun 30, 21 | -- | 0.06% |
| Coe Capital Management, LLC | 22.86K | Jun 30, 21 | +22.86K | 0.01% |
| USCA RIA LLC | 20.08K | Jun 30, 21 | +8.60K | 0.01% |
| Hoover Financial Advisors, Inc. | 2.64K | Jun 30, 21 | +2.64K | 0.00% |
| Point View Wealth Management, Inc. | 11.51K | Dec 31, 20 | -1.48K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 2.26K | Dec 31, 20 | -- | 0.00% |
| Reby Advisors, LLC | 430 | Dec 31, 20 | +430 | 0.00% |
| First Allied Advisory Services, Inc. | 47.84K | Sep 30, 20 | +6.49K | 0.02% |
| NORTHSTAR WEALTH PARTNERS LLC | 23.66K | Sep 30, 20 | -- | 0.01% |
| Huber Financial Advisors, LLC | 165.41K | Mar 31, 20 | +64 | 0.06% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 2.22K | Mar 31, 20 | -- | 0.00% |
| Advisor Group, Inc. | 236.19K | Dec 31, 19 | +12.23K | 0.08% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 144.34K | Dec 31, 19 | +19.55K | 0.05% |
| BB&T SECURITIES, LLC | 295.91K | Sep 30, 19 | +42.12K | 0.10% |
| SUNTRUST BANKS INC | 11.50K | Sep 30, 19 | -677 | 0.00% |
| Sound View Wealth Advisors, LLC | 12.22K | Mar 31, 19 | -382 | 0.00% |
| Horizon Kinetics LLC | 571.51K | Dec 31, 18 | -463 | 0.19% |
| NORTHERN CAPITAL MANAGEMENT LLC | 140.88K | Dec 31, 18 | -41.01K | 0.05% |
| Questar Asset Management, Inc. | 11.42K | Dec 31, 18 | +11.42K | 0.00% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 11.42K | Sep 30, 18 | -838 | 0.00% |
| Vantage Investment Advisors, LLC | 1.26K | Sep 30, 18 | -- | 0.00% |
| Yellowstone Partners, LLC | 19.68K | Dec 31, 17 | -24.32K | 0.01% |
| IFC Holdings Incorporated/FL | 18.02K | Dec 31, 17 | -- | 0.01% |
| BB&T INVESTMENT SERVICES, INC. | 468 | Dec 31, 17 | -- | 0.00% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -117.61K | -- |
| Concert Wealth Management Inc. | -- | Sep 30, 17 | -27.94K | -- |
| Commonwealth Equity Services, Inc | 574.98K | Jun 30, 17 | +16.89K | 0.19% |
| FIRST FINANCIAL EQUITY CORPORATION | 37.65K | Mar 31, 17 | +37.65K | 0.01% |
| LBA Wealth Management, LLC | 145 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 56.76K | Dec 31, 16 | +2.80K | 0.02% |
| NEWGATE CAPITAL MANAGEMENT LLC | 125.53K | Jun 30, 16 | +25.61K | 0.04% |
| VSR Financial Services, Inc. | 31.06K | Jun 30, 16 | -127 | 0.01% |
| Pinnacle Summer Investments, Inc. | 8.78K | Dec 31, 15 | +7.00K | 0.00% |
| Samson Capital Advisors LLC | 296.92K | Sep 30, 15 | +296.92K | 0.10% |
| Aris Wealth Services, Inc. | 1.73K | Sep 30, 15 | -- | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | 36.77K | Mar 31, 15 | -3.10K | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.65K | Dec 31, 14 | -- | 0.00% |
| UBS AG | 439.02K | Sep 30, 14 | -12.33K | 0.15% |
| 1919 Investment Counsel, LLC | -- | Sep 30, 14 | -815 | -- |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -28.02K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 10.84K | Sep 30, 13 | -5.15K | 0.00% |
| First Allied Securities, Inc. | 68.00K | Jun 30, 12 | -2.00K | 0.02% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 31.91K | Jun 30, 10 | -3.50K | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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