Nuveen ESG Large-Cap Growth(NULG)

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Nuveen ESG Large-Cap Growth(NULG)

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$111.84—

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NULG(NULG)

NULG

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

Institutional Ownership

Top 365 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	695.63K	Jun 30, 26	+18.64K	3.50%
Cambridge Investment Research Advisors, Inc.	239.52K	Jun 30, 26	-4.40K	1.21%
RVW Wealth, LLC	132.67K	Jun 30, 26	+4.44K	0.67%
MISSION WEALTH MANAGEMENT, LP	124.44K	Jun 30, 26	+16.85K	0.63%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82.84K	Jun 30, 26	+5.41K	0.42%
DeDora Capital, Inc.	80.07K	Jun 30, 26	+2.43K	0.40%
Private Advisor Group, LLC	66.78K	Jun 30, 26	+15.97K	0.34%
KEYBANK NATIONAL ASSOCIATION/OH	45.13K	Jun 30, 26	+7.31K	0.23%
Kestra Advisory Services, LLC	40.77K	Jun 30, 26	+249	0.21%
CRUX WEALTH ADVISORS	36.11K	Jun 30, 26	+411	0.18%
Equita Financial Network, Inc.	25.45K	Jun 30, 26	+2.44K	0.13%
Scott Capital Advisors, LLC	25.04K	Jun 30, 26	+619	0.13%
Clarity Asset Management, Inc.	24.52K	Jun 30, 26	-28.89K	0.12%
Mascoma Wealth Management LLC	24.20K	Jun 30, 26	+1.74K	0.12%
Elevation Capital Advisory, LLC	22.15K	Jun 30, 26	+22.15K	0.11%
Revolve Wealth Partners, LLC	21.33K	Jun 30, 26	-1.13K	0.11%
Wealth Advisory Team LLC	18.86K	Jun 30, 26	+18.86K	0.09%
CGN Advisors LLC	18.60K	Jun 30, 26	-593	0.09%
CX Institutional	18.54K	Jun 30, 26	-1.98K	0.09%
Bond & Devick Financial Network, Inc.	17.75K	Jun 30, 26	+17.75K	0.09%
Farther Finance Advisors, LLC	17.31K	Jun 30, 26	+6.43K	0.09%
Falcon Wealth Planning	16.44K	Jun 30, 26	-1.74K	0.08%
FLAGSHIP HARBOR ADVISORS, LLC	15.31K	Jun 30, 26	+2.19K	0.08%
MFA WEALTH ADVISORS, LLC	14.59K	Jun 30, 26	--	0.07%
HB Wealth Management, LLC	14.02K	Jun 30, 26	+1.97K	0.07%
First Pacific Financial	13.89K	Jun 30, 26	-785	0.07%
Mirae Asset Global Investments Co., Ltd.	13.60K	Jun 30, 26	+13.60K	0.07%
Heck Capital Advisors, LLC	13.55K	Jun 30, 26	-393	0.07%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	13.42K	Jun 30, 26	-254	0.07%
KINGSWOOD WEALTH ADVISORS, LLC	13.33K	Jun 30, 26	+381	0.07%
CARY STREET PARTNERS FINANCIAL LLC	12.34K	Jun 30, 26	-2.84K	0.06%
Curtis Advisory Group, LLC	12.26K	Jun 30, 26	-2.27K	0.06%
PARK AVENUE SECURITIES LLC	12.23K	Jun 30, 26	+50	0.06%
GREENUP STREET WEALTH MANAGEMENT LLC	12.07K	Jun 30, 26	+7.36K	0.06%
Colorado Capital Management, Inc.	9.89K	Jun 30, 26	-1.64K	0.05%
LexAurum Advisors, LLC	9.05K	Jun 30, 26	+770	0.05%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	8.88K	Jun 30, 26	-301	0.04%
Maia Wealth LLC	8.12K	Jun 30, 26	-231	0.04%
Marshall & Sterling Wealth Advisors Inc.	7.65K	Jun 30, 26	-425	0.04%
TRUIST FINANCIAL CORP	7.55K	Jun 30, 26	+1.21K	0.04%
Walkner Condon Financial Advisors LLC	7.53K	Jun 30, 26	-148	0.04%
Prism Advisors, Inc.	7.53K	Jun 30, 26	-280	0.04%
Refined Wealth Management	7.32K	Jun 30, 26	-414	0.04%
Westfuller Advisors, LLC	7.02K	Jun 30, 26	--	0.04%
SAGE FINANCIAL GROUP INC	6.66K	Jun 30, 26	--	0.03%
Fifth Third Wealth Advisors LLC	6.63K	Jun 30, 26	+867	0.03%
Apollon Wealth Management, LLC	6.39K	Jun 30, 26	--	0.03%
Aprio Wealth Management, LLC	6.33K	Jun 30, 26	-49	0.03%
RTD Financial Advisors, Inc.	6.19K	Jun 30, 26	+113	0.03%
RAM Investment Partners, LLC	6.06K	Jun 30, 26	--	0.03%
Focus Financial Network, Inc.	5.96K	Jun 30, 26	+65	0.03%
MARINO, STRAM & ASSOCIATES LLC	5.77K	Jun 30, 26	+341	0.03%
DDFG, Inc	5.45K	Jun 30, 26	-352	0.03%
PFG Investments, LLC	5.18K	Jun 30, 26	+5.18K	0.03%
BASSO CAPITAL MANAGEMENT, L.P.	4.94K	Jun 30, 26	+4.94K	0.02%
D.A. DAVIDSON & CO.	4.92K	Jun 30, 26	-54	0.02%
Trademark Financial Management, LLC	4.89K	Jun 30, 26	+27	0.02%
Berkshire Bank	4.85K	Jun 30, 26	-105	0.02%
Golden State Wealth Management, LLC	4.82K	Jun 30, 26	-308	0.02%
ETF Portfolio Partners, Inc.	4.60K	Jun 30, 26	-5	0.02%
Avantax Planning Partners, Inc.	4.59K	Jun 30, 26	-4	0.02%
Parcion Private Wealth LLC	4.30K	Jun 30, 26	+7	0.02%
Wingate Wealth Advisors, Inc.	4.25K	Jun 30, 26	--	0.02%
BENJAMIN EDWARDS INC	4.17K	Jun 30, 26	-41	0.02%
Fingerlakes Wealth Management, Inc.	4.11K	Jun 30, 26	-101	0.02%
Merit Financial Group, LLC	4.10K	Jun 30, 26	+1.23K	0.02%
Trust Co	3.97K	Jun 30, 26	-2	0.02%
USAdvisors Wealth Management, LLC	3.92K	Jun 30, 26	-16	0.02%
Clarity Wealth Development LLC	3.75K	Jun 30, 26	-778	0.02%
Monument Group Wealth Advisors, LLC	3.67K	Jun 30, 26	--	0.02%
Cornerstone Planning Group LLC	3.59K	Jun 30, 26	-1	0.02%
WARNER FINANCIAL, INC	3.52K	Jun 30, 26	+23	0.02%
JGP Wealth Management, LLC	3.48K	Jun 30, 26	+137	0.02%
Private Wealth Management Group, LLC	3.37K	Jun 30, 26	-2.85K	0.02%
Quantum Financial Planning Services, Inc.	3.32K	Jun 30, 26	--	0.02%
RFG Advisory, LLC	3.29K	Jun 30, 26	-1.87K	0.02%
Clear Creek Financial Management, LLC	3.25K	Jun 30, 26	--	0.02%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	3.25K	Jun 30, 26	+124	0.02%
FINANCIAL LIFE ADVISORS	3.23K	Jun 30, 26	--	0.02%
INSPIRION WEALTH ADVISORS, LLC	3.21K	Jun 30, 26	+40	0.02%
Wolff Financial Management LLC	2.99K	Jun 30, 26	--	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	2.99K	Jun 30, 26	+353	0.02%
LIFELONG WEALTH ADVISORS, INC.	2.89K	Jun 30, 26	-623	0.01%
LOCKERMAN FINANCIAL GROUP, INC.	2.73K	Jun 30, 26	-1.44K	0.01%
Skyline Advisors, Inc.	2.66K	Jun 30, 26	-1.40K	0.01%
NOVEM GROUP	2.65K	Jun 30, 26	-30	0.01%
Snider Financial Group	2.64K	Jun 30, 26	-139	0.01%
SFM, LLC	2.63K	Jun 30, 26	+22	0.01%
Institute for Wealth Management, LLC.	2.58K	Jun 30, 26	+2.58K	0.01%
Bath Savings Trust Co	2.42K	Jun 30, 26	+2.42K	0.01%
Crane Advisory, LLC	2.41K	Jun 30, 26	+39	0.01%
Stonebridge Financial Group, LLC	2.29K	Jun 30, 26	--	0.01%
Stewardship Advisors, LLC	2.13K	Jun 30, 26	+2.13K	0.01%
Bedel Financial Consulting, Inc.	2.12K	Jun 30, 26	+2.12K	0.01%
KPP Advisory Services LLC	2.10K	Jun 30, 26	+2.10K	0.01%
J.W. COLE ADVISORS, INC.	2.05K	Jun 30, 26	+2.05K	0.01%
Ramiah Investment Group	1.94K	Jun 30, 26	+1.94K	0.01%
Cornerstone Wealth Advisors, Inc.	1.90K	Jun 30, 26	+1.90K	0.01%
Canal Capital Management, LLC	1.90K	Jun 30, 26	+1.90K	0.01%
FLP Wealth Management, LLC	1.90K	Jun 30, 26	+1.90K	0.01%
Envestnet Portfolio Solutions, Inc.	1.83K	Jun 30, 26	+1.83K	0.01%
Octavia Wealth Advisors, LLC	1.80K	Jun 30, 26	+1.80K	0.01%
Atria Investments, Inc	1.80K	Jun 30, 26	+1.80K	0.01%
EQ WEALTH ADVISORS, LLC	1.79K	Jun 30, 26	+1.79K	0.01%
KMG FIDUCIARY PARTNERS, LLC	1.78K	Jun 30, 26	+1.78K	0.01%
Princeton Global Asset Management LLC	1.67K	Jun 30, 26	--	0.01%
DHJJ Financial Advisors, Ltd.	1.53K	Jun 30, 26	+952	0.01%
Ashton Thomas Private Wealth, LLC	1.53K	Jun 30, 26	-442	0.01%
Investors Research Corp	1.41K	Jun 30, 26	+77	0.01%
Quaker Wealth Management, LLC	1.33K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	1.22K	Jun 30, 26	-8	0.01%
Harbor Asset Planning, Inc.	1.21K	Jun 30, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.21K	Jun 30, 26	+117	0.01%
WHITTIER TRUST CO OF NEVADA INC	1.07K	Jun 30, 26	--	0.01%
NBT BANK N A /NY	1.04K	Jun 30, 26	--	0.01%
Cape Investment Advisory, Inc.	805	Jun 30, 26	+805	0.00%
Hanson & Doremus Investment Management	762	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	610	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	265	Jun 30, 26	--	0.00%
IFP Advisors, Inc	242	Jun 30, 26	-548	0.00%
Quest 10 Wealth Builders, Inc.	207	Jun 30, 26	+207	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	158	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	99	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	59	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	25	Jun 30, 26	--	0.00%
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-2.59K	--
DAGCO, INC.	--	Jun 30, 26	-1.11K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-3.46K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-92	--
XY Planning Network, Inc.	--	Jun 30, 26	-18.68K	--
BANK OF AMERICA CORP /DE/	8.15M	Mar 31, 26	+4.97M	41.04%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.50M	Mar 31, 26	+2.50M	12.61%
Northwest & Ethical Investments L.P.	1.43M	Mar 31, 26	+117.74K	7.22%
LPL Financial LLC	1.11M	Mar 31, 26	+140.10K	5.60%
JPMORGAN CHASE & CO	926.58K	Mar 31, 26	+344.36K	4.67%
COMMONWEALTH EQUITY SERVICES, LLC	676.99K	Mar 31, 26	-1.30K	3.41%
MORGAN STANLEY	558.10K	Mar 31, 26	+37.00K	2.81%
ENVESTNET ASSET MANAGEMENT INC	492.56K	Mar 31, 26	+261.75K	2.48%
AMERIPRISE FINANCIAL INC	323.97K	Mar 31, 26	+2.18K	1.63%
UBS Group AG	269.01K	Mar 31, 26	+24.62K	1.36%
Bank of New York Mellon Corp	218.01K	Mar 31, 26	+69.18K	1.10%
Beacon Pointe Advisors, LLC	155.45K	Mar 31, 26	+25.90K	0.78%
COLDSTREAM CAPITAL MANAGEMENT INC	141.37K	Mar 31, 26	+25.84K	0.71%
CAPTRUST FINANCIAL ADVISORS	129.55K	Mar 31, 26	+20.78K	0.65%
Cetera Investment Advisers	100.72K	Mar 31, 26	-10.19K	0.51%
Impact Investors, Inc	99.39K	Mar 31, 26	+4.54K	0.50%
WELLS FARGO & COMPANY/MN	98.37K	Mar 31, 26	+45.63K	0.50%
Laurel Wealth Planning LLC	87.06K	Mar 31, 26	+51.65K	0.44%
HighTower Advisors, LLC	83.32K	Mar 31, 26	-2.14K	0.42%
One Capital Management, LLC	82.43K	Mar 31, 26	+13.67K	0.42%
TIAA TRUST, NATIONAL ASSOCIATION	77.43K	Mar 31, 26	-2.57M	0.39%
WCG Wealth Advisors LLC	74.73K	Mar 31, 26	+1.51K	0.38%
MERCER GLOBAL ADVISORS INC /ADV	72.48K	Mar 31, 26	-55.27K	0.37%
Francis Financial, Inc.	67.60K	Mar 31, 26	-637	0.34%
ASSETMARK, INC	63.40K	Mar 31, 26	+3.17K	0.32%
THRIVENT FINANCIAL FOR LUTHERANS	62.18K	Mar 31, 26	+19.70K	0.31%
RAYMOND JAMES FINANCIAL INC	57.34K	Mar 31, 26	+10.97K	0.29%
ADVISOR GROUP HOLDINGS, INC.	51.18K	Mar 31, 26	-3.84K	0.26%
Mariner, LLC	49.87K	Mar 31, 26	+27.65K	0.25%
ROYAL BANK OF CANADA	49.66K	Mar 31, 26	-7.10K	0.25%
GTS SECURITIES LLC	48.81K	Mar 31, 26	+48.81K	0.25%
FMR LLC	48.26K	Mar 31, 26	+13.31K	0.24%
Vestmark Advisory Solutions, Inc.	48.09K	Mar 31, 26	-51.52K	0.24%
EP Wealth Advisors, LLC	44.99K	Mar 31, 26	+4.62K	0.23%
NewEdge Advisors, LLC	43.73K	Mar 31, 26	-2.55K	0.22%
Evolution Advisers, Inc.	42.34K	Mar 31, 26	+10.58K	0.21%
Kestra Advisory Services, LLC	40.52K	Mar 31, 26	+268	0.20%
Golden State Equity Partners	38.02K	Mar 31, 26	+28.06K	0.19%
KEYBANK NATIONAL ASSOCIATION/OH	37.82K	Mar 31, 26	+37.82K	0.19%
GOLDMAN SACHS GROUP INC	37.56K	Mar 31, 26	+19.85K	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	30.95K	Mar 31, 26	+28.63K	0.16%
CI Private Wealth, LLC	30.92K	Mar 31, 26	-1.41K	0.16%
OPPENHEIMER ASSET MANAGEMENT INC.	29.28K	Mar 31, 26	+2.76K	0.15%
L & S Advisors Inc	27.91K	Mar 31, 26	+7	0.14%
SGL Investment Advisors, Inc.	27.50K	Mar 31, 26	+2.51K	0.14%
CWM, LLC	27.02K	Mar 31, 26	+4.37K	0.14%
UMB Bank, n.a.	26.26K	Mar 31, 26	-1.35K	0.13%
BOKF, NA	24.12K	Mar 31, 26	-1.02K	0.12%
US BANCORP \DE\	23.12K	Mar 31, 26	-8.80K	0.12%
Equita Financial Network, Inc.	23.01K	Mar 31, 26	+1.08K	0.12%
Aptus Capital Advisors, LLC	22.81K	Mar 31, 26	-385	0.11%
Equitable Holdings, Inc.	20.20K	Mar 31, 26	+2.88K	0.10%
Financial Insights, Inc.	20.20K	Mar 31, 26	+58	0.10%
J.Safra Asset Management Corp	20.16K	Mar 31, 26	--	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.65K	Mar 31, 26	+1.20K	0.09%
PNC FINANCIAL SERVICES GROUP, INC.	18.50K	Mar 31, 26	+2.67K	0.09%
HUNTINGTON NATIONAL BANK	18.49K	Mar 31, 26	+6.44K	0.09%
IHT Wealth Management, LLC	17.58K	Mar 31, 26	+903	0.09%
MML INVESTORS SERVICES, LLC	17.46K	Mar 31, 26	+2.35K	0.09%
NorthRock Partners, LLC	16.88K	Mar 31, 26	-2.17K	0.09%
Rockefeller Capital Management L.P.	16.79K	Mar 31, 26	+403	0.08%
Baltimore-Washington Financial Advisors, Inc.	16.23K	Mar 31, 26	--	0.08%
Cerity Partners LLC	15.49K	Mar 31, 26	+89	0.08%
Curtis Advisory Group, LLC	14.53K	Mar 31, 26	+1.37K	0.07%
WealthShield Partners, LLC	12.97K	Mar 31, 26	+967	0.07%
Wescott Financial Advisory Group, LLC	12.85K	Mar 31, 26	+24	0.06%
HB Wealth Management, LLC	12.04K	Mar 31, 26	+1.75K	0.06%
BlueStem Wealth Partners, LLC	12.01K	Mar 31, 26	+1.34K	0.06%
Sandbox Financial Partners, LLC	11.86K	Mar 31, 26	-546	0.06%
Johnson Financial Group, Inc.	11.31K	Mar 31, 26	+1.63K	0.06%
Western Wealth Management, LLC	11.12K	Mar 31, 26	+2.41K	0.06%
Stratos Wealth Partners, LTD.	10.38K	Mar 31, 26	+307	0.05%
HARBOUR INVESTMENTS, INC.	10.37K	Mar 31, 26	-80	0.05%
White Lighthouse Investment Management Inc.	9.79K	Mar 31, 26	-691	0.05%
COZAD ASSET MANAGEMENT INC	9.67K	Mar 31, 26	+36	0.05%
COMMERCE BANK	8.94K	Mar 31, 26	-341	0.05%
Creative Planning	8.26K	Mar 31, 26	+897	0.04%
May Hill Capital, LLC	8.00K	Mar 31, 26	-1.69K	0.04%
Skopos Labs, Inc.	8.00K	Mar 31, 26	-1.69K	0.04%
VICUS CAPITAL	7.52K	Mar 31, 26	+162	0.04%
Westfuller Advisors, LLC	7.02K	Mar 31, 26	--	0.04%
Lido Advisors, LLC	6.84K	Mar 31, 26	-39	0.03%
Tower Research Capital LLC (TRC)	6.81K	Mar 31, 26	+4.63K	0.03%
Rossby Financial, LCC	6.80K	Mar 31, 26	+98	0.03%
Allworth Financial LP	6.50K	Mar 31, 26	--	0.03%
TRUIST FINANCIAL CORP	6.33K	Mar 31, 26	+410	0.03%
Private Wealth Management Group, LLC	6.22K	Mar 31, 26	+80	0.03%
RAM Investment Partners, LLC	6.06K	Mar 31, 26	--	0.03%
Pensionmark Financial Group, LLC	6.02K	Mar 31, 26	-747	0.03%
ABOUND FINANCIAL, LLC	5.85K	Mar 31, 26	-644	0.03%
McAdam, LLC	5.82K	Mar 31, 26	-16	0.03%
Paulson Wealth Management Inc.	5.81K	Mar 31, 26	-306	0.03%
Savvy Advisors, Inc.	5.66K	Mar 31, 26	+1.48K	0.03%
STIFEL FINANCIAL CORP	5.53K	Mar 31, 26	+398	0.03%
Rede Wealth, LLC	5.44K	Mar 31, 26	-596	0.03%
FLOW TRADERS U.S. LLC	5.13K	Mar 31, 26	+5.13K	0.03%
VERUS CAPITAL PARTNERS, LLC	4.76K	Mar 31, 26	+1.67K	0.02%
VestGen Advisors, LLC	4.70K	Mar 31, 26	-640	0.02%
Investor's Fiduciary Advisor Network, LLC	4.69K	Mar 31, 26	-569	0.02%
Avantax Planning Partners, Inc.	4.60K	Mar 31, 26	-38	0.02%
Steward Partners Investment Advisory, LLC	4.54K	Mar 31, 26	--	0.02%
Principle Wealth Partners LLC	4.49K	Mar 31, 26	--	0.02%
AMERICAN FINANCIAL & TAX STRATEGIES INC	4.40K	Mar 31, 26	+351	0.02%
Sterling Group Wealth Management, LLC	4.29K	Mar 31, 26	+1.51K	0.02%
Integrated Wealth Concepts LLC	4.25K	Mar 31, 26	+1.59K	0.02%
Wingate Wealth Advisors, Inc.	4.25K	Mar 31, 26	+2.08K	0.02%
FIFTH THIRD BANCORP	4.19K	Mar 31, 26	+4.19K	0.02%
Legacy Financial Group LLC	4.14K	Mar 31, 26	-302	0.02%
Kelman-Lazarov, Inc.	4.13K	Mar 31, 26	-22	0.02%
FIRST TRUST ADVISORS LP	4.12K	Mar 31, 26	--	0.02%
Eqis Capital Management, Inc.	4.05K	Mar 31, 26	-375	0.02%
USAdvisors Wealth Management, LLC	3.93K	Mar 31, 26	+497	0.02%
Brinker Capital Investments, LLC	3.89K	Mar 31, 26	-3.09K	0.02%
HighPoint Advisor Group LLC	3.73K	Mar 31, 26	--	0.02%
MAI Capital Management	3.63K	Mar 31, 26	+785	0.02%
Cornerstone Planning Group LLC	3.59K	Mar 31, 26	+1	0.02%
PRINCIPAL SECURITIES, INC.	3.46K	Mar 31, 26	--	0.02%
Strategic Financial Concepts, LLC	3.46K	Mar 31, 26	-419	0.02%
Legacy Financial Advisors, Inc.	3.44K	Mar 31, 26	-195	0.02%
Parkside Financial Bank & Trust	3.43K	Mar 31, 26	-421	0.02%
Perigon Wealth Management, LLC	3.37K	Mar 31, 26	+1.19K	0.02%
Buckingham Strategic Partners	3.37K	Mar 31, 26	--	0.02%
JANE STREET GROUP, LLC	3.14K	Mar 31, 26	-20.50K	0.02%
Rollins Financial Advisors, LLC	3.10K	Mar 31, 26	-1.00K	0.02%
Montis Financial, LLC	3.00K	Mar 31, 26	--	0.02%
Triad Wealth Partners, LLC	2.92K	Mar 31, 26	--	0.01%
Vantage Point Financial LLC	2.92K	Mar 31, 26	--	0.01%
Valmark Advisers, Inc.	2.87K	Mar 31, 26	-212	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	2.87K	Mar 31, 26	+2.87K	0.01%
Columbia River Financial Group, LLC	2.86K	Mar 31, 26	--	0.01%
Diversified Enterprises, LLC	2.63K	Mar 31, 26	--	0.01%
Atlantic Union Bankshares Corp	2.55K	Mar 31, 26	--	0.01%
Occidental Asset Management, LLC	2.51K	Mar 31, 26	+10	0.01%
Uniting Wealth Partners, LLC	2.48K	Mar 31, 26	-56.37K	0.01%
Per Stirling Capital Management, LLC.	2.46K	Mar 31, 26	--	0.01%
Sanctuary Advisors, LLC	2.41K	Mar 31, 26	-255	0.01%
OneAscent Financial Services LLC	2.41K	Mar 31, 26	+16	0.01%
McIlrath & Eck, LLC	2.33K	Mar 31, 26	+100	0.01%
Focused Wealth Management, Inc	2.30K	Mar 31, 26	+213	0.01%
Riverwater Partners LLC	2.27K	Mar 31, 26	+115	0.01%
Cresset Asset Management, LLC	2.24K	Mar 31, 26	+149	0.01%
Sigma Planning Corp	2.24K	Mar 31, 26	+9	0.01%
Hilltop Partners LLC	2.22K	Mar 31, 26	--	0.01%
Goepper Burkhardt LLC	2.21K	Mar 31, 26	+15	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	2.16K	Mar 31, 26	+1.40K	0.01%
Ashton Thomas Private Wealth, LLC	1.97K	Mar 31, 26	-322	0.01%
Orion Capital Management LLC	1.57K	Mar 31, 26	+762	0.01%
Milestone Investment Advisors LLC	1.50K	Mar 31, 26	--	0.01%
Arkos Global Advisors	1.12K	Mar 31, 26	+1.12K	0.01%
NBT BANK N A /NY	1.04K	Mar 31, 26	--	0.01%
Cassaday & Co Wealth Management LLC	983	Mar 31, 26	+983	0.00%
Cherry Tree Wealth Management, LLC	951	Mar 31, 26	--	0.00%
AE Wealth Management LLC	930	Mar 31, 26	+930	0.00%
Hanson & Doremus Investment Management	762	Mar 31, 26	--	0.00%
Archer Investment Corp	742	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	714	Mar 31, 26	+73	0.00%
Millstone Evans Group, LLC	690	Mar 31, 26	--	0.00%
Colonial Trust Advisors	600	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	564	Mar 31, 26	--	0.00%
Burk Holdings LLC	542	Mar 31, 26	+542	0.00%
CVA Family Office, LLC	430	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	378	Mar 31, 26	+378	0.00%
Kingdom Financial Group LLC.	378	Mar 31, 26	--	0.00%
Waverly Advisors, LLC	366	Mar 31, 26	+366	0.00%
BOK Financial Private Wealth, Inc.	326	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	300	Mar 31, 26	--	0.00%
Copia Wealth Management	172	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	132	Mar 31, 26	+132	0.00%
Fountainhead AM, LLC	47	Mar 31, 26	-6	0.00%
Caitlin John, LLC	2	Mar 31, 26	--	0.00%
Redwood Financial Network Corp	--	Mar 31, 26	-2.32K	--
Colony Group, LLC	--	Mar 31, 26	-2.94K	--
WILEY BROS.-AINTREE CAPITAL, LLC	--	Mar 31, 26	-6.08K	--
Chicago Wealth Management, Inc.	--	Mar 31, 26	-2.94K	--
MidAtlantic Capital Management, Inc.	--	Mar 31, 26	-1.40K	--
Estate Counselors, LLC	--	Mar 31, 26	-4.96K	--
CITIGROUP INC	--	Mar 31, 26	-721	--
TrueWealth Financial Partners	--	Mar 31, 26	-45.69K	--
Capital Analysts, LLC	--	Mar 31, 26	-7.09K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-2.87K	--
O'Brien Wealth Partners LLC	103.05K	Dec 31, 25	-2.27K	0.52%
Global Retirement Partners, LLC	68.50K	Dec 31, 25	+1.24K	0.35%
TRUST CO OF VERMONT	1.96K	Dec 31, 25	--	0.01%
COMERICA BANK	1.43K	Dec 31, 25	--	0.01%
SageView Advisory Group, LLC	1.20K	Dec 31, 25	+1.20K	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.10K	--
Money Design Co.,Ltd.	39.01K	Jun 30, 25	+1.20K	0.20%
AVANTAX ADVISORY SERVICES, INC.	9.09K	Jun 30, 25	-54	0.05%
Capital Market Strategies LLC	2.30K	Jun 30, 25	+2.30K	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-11.61K	--
Cable Hill Partners, LLC	47.03K	Mar 31, 25	+1.31K	0.24%
Orion Portfolio Solutions, LLC	3.25K	Mar 31, 25	+550	0.02%
HTLF Bank	8.26K	Dec 31, 24	--	0.04%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-3.38K	--
Raymond James Financial Services Advisors, Inc.	84.53K	Sep 30, 24	-44.60K	0.43%
RAYMOND JAMES & ASSOCIATES	15.63K	Sep 30, 24	+1.09K	0.08%
CIC Wealth, LLC	4.50K	Sep 30, 24	--	0.02%
First Trust Direct Indexing L.P.	4.17K	Sep 30, 24	+4.17K	0.02%
Diversified, LLC	2.72K	Sep 30, 24	--	0.01%
Relative Value Partners Group, LLC	4.03K	Jun 30, 24	+4.03K	0.02%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.14K	--
Cetera Advisors LLC	25.27K	Mar 31, 24	+25.27K	0.13%
Cetera Advisor Networks LLC	17.33K	Mar 31, 24	+610	0.09%
Benedetti & Gucer, Inc.	2.83K	Mar 31, 24	-858	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	4.97K	Dec 31, 23	+4.97K	0.03%
Rollins Financial	3.00K	Dec 31, 23	+3.00K	0.02%
Bartlett & Co. LLC	59	Dec 31, 23	--	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	--	Dec 31, 23	-124	--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	19.41K	Sep 30, 23	-5.14K	0.10%
3D/L Capital Management, LLC	13.61K	Sep 30, 23	-76	0.07%
DUBUQUE BANK & TRUST CO	3.88K	Sep 30, 23	+3.88K	0.02%
TIAA, FSB	3.06M	Jun 30, 23	-181.09K	15.41%
Financial Architects, Inc	19.00K	Jun 30, 23	-441	0.10%
Kistler-Tiffany Companies, LLC	4.47K	Jun 30, 23	-158	0.02%
HARVEST GROUP WEALTH MANAGEMENT, LLC	6.15K	Mar 31, 23	-427	0.03%
BALASA DINVERNO & FOLTZ LLC	23.32K	Sep 30, 22	+2.17K	0.12%
Beaumont Financial Partners, LLC	7.92K	Sep 30, 22	--	0.04%
American Portfolios Advisors	2.35K	Sep 30, 22	+1.88K	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	1.58K	Sep 30, 22	+1.58K	0.01%
FourThought Financial, LLC	212	Sep 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	503	Jun 30, 22	+503	0.00%
Pinnacle Private Wealth, LLC	--	Jun 30, 22	-3.65K	--
NEXT Financial Group, Inc	5.04K	Dec 31, 21	+2.95K	0.03%
Harborview Advisors, LLC	16.98K	Sep 30, 21	+565	0.09%
Winslow, Evans & Crocker, Inc.	1.32K	Dec 31, 20	+1.32K	0.01%
NIEMANN CAPITAL MANAGEMENT INC	--	Dec 31, 20	-4.75K	--
Stearns Financial Services Group	21.13K	Sep 30, 20	-795	0.11%
First Allied Advisory Services, Inc.	15.58K	Sep 30, 20	-6.08K	0.08%
3D ASSET MANAGEMENT, INC	5.89K	Sep 30, 20	+5.89K	0.03%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	4.07K	Sep 30, 20	+4.07K	0.02%
LifePlan Financial Group, Inc	950	Sep 30, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	13.71K	Dec 31, 19	+4.81K	0.07%
Advisor Group, Inc.	1.18K	Dec 31, 19	+57	0.01%
Vestpro Financial Partners, Inc. dba CPF Texas	945	Sep 30, 18	+945	0.00%
Virtu KCG Holdings LLC	34.97K	Jun 30, 17	-9.22K	0.18%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

695.63K

Jun 30, 26

+18.64K

3.50%

Cambridge Investment Research Advisors, Inc.

239.52K

Jun 30, 26

-4.40K

1.21%

RVW Wealth, LLC

132.67K

Jun 30, 26

+4.44K

0.67%

MISSION WEALTH MANAGEMENT, LP

124.44K

Jun 30, 26

+16.85K

0.63%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

82.84K

Jun 30, 26

+5.41K

0.42%

DeDora Capital, Inc.

80.07K

Jun 30, 26

+2.43K

0.40%

Private Advisor Group, LLC

66.78K

Jun 30, 26

+15.97K

0.34%

KEYBANK NATIONAL ASSOCIATION/OH

45.13K

Jun 30, 26

+7.31K

0.23%

Kestra Advisory Services, LLC

40.77K

Jun 30, 26

+249

0.21%

CRUX WEALTH ADVISORS

36.11K

Jun 30, 26

+411

0.18%

Equita Financial Network, Inc.

25.45K

Jun 30, 26

+2.44K

0.13%

Scott Capital Advisors, LLC

25.04K

Jun 30, 26

+619

0.13%

Clarity Asset Management, Inc.

24.52K

Jun 30, 26

-28.89K

0.12%

Mascoma Wealth Management LLC

24.20K

Jun 30, 26

+1.74K

0.12%

Elevation Capital Advisory, LLC

22.15K

Jun 30, 26

+22.15K

0.11%

Revolve Wealth Partners, LLC

21.33K

Jun 30, 26

-1.13K

0.11%

Wealth Advisory Team LLC

18.86K

Jun 30, 26

+18.86K

0.09%

CGN Advisors LLC

18.60K

Jun 30, 26

-593

0.09%

CX Institutional

18.54K

Jun 30, 26

-1.98K

0.09%

Bond & Devick Financial Network, Inc.

17.75K

Jun 30, 26

+17.75K

0.09%

Farther Finance Advisors, LLC

17.31K

Jun 30, 26

+6.43K

0.09%

Falcon Wealth Planning

16.44K

Jun 30, 26

-1.74K

0.08%

FLAGSHIP HARBOR ADVISORS, LLC

15.31K

Jun 30, 26

+2.19K

0.08%

MFA WEALTH ADVISORS, LLC

14.59K

Jun 30, 26

0.07%

HB Wealth Management, LLC

14.02K

Jun 30, 26

+1.97K

0.07%

First Pacific Financial

13.89K

Jun 30, 26

-785

0.07%

Mirae Asset Global Investments Co., Ltd.

13.60K

Jun 30, 26

+13.60K

0.07%

Heck Capital Advisors, LLC

13.55K

Jun 30, 26

-393

0.07%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

13.42K

Jun 30, 26

-254

0.07%

KINGSWOOD WEALTH ADVISORS, LLC

13.33K

Jun 30, 26

+381

0.07%

CARY STREET PARTNERS FINANCIAL LLC

12.34K

Jun 30, 26

-2.84K

0.06%

Curtis Advisory Group, LLC

12.26K

Jun 30, 26

-2.27K

0.06%

PARK AVENUE SECURITIES LLC

12.23K

Jun 30, 26

+50

0.06%

GREENUP STREET WEALTH MANAGEMENT LLC

12.07K

Jun 30, 26

+7.36K

0.06%

Colorado Capital Management, Inc.

9.89K

Jun 30, 26

-1.64K

0.05%

LexAurum Advisors, LLC

9.05K

Jun 30, 26

+770

0.05%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

8.88K

Jun 30, 26

-301

0.04%

Maia Wealth LLC

8.12K

Jun 30, 26

-231

0.04%

Marshall & Sterling Wealth Advisors Inc.

7.65K

Jun 30, 26

-425

0.04%

TRUIST FINANCIAL CORP

7.55K

Jun 30, 26

+1.21K

0.04%

Walkner Condon Financial Advisors LLC

7.53K

Jun 30, 26

-148

0.04%

Prism Advisors, Inc.

7.53K

Jun 30, 26

-280

0.04%

Refined Wealth Management

7.32K

Jun 30, 26

-414

0.04%

Westfuller Advisors, LLC

7.02K

Jun 30, 26

0.04%

SAGE FINANCIAL GROUP INC

6.66K

Jun 30, 26

0.03%

Fifth Third Wealth Advisors LLC

6.63K

Jun 30, 26

+867

0.03%

Apollon Wealth Management, LLC

6.39K

Jun 30, 26

0.03%

Aprio Wealth Management, LLC

6.33K

Jun 30, 26

-49

0.03%

RTD Financial Advisors, Inc.

6.19K

Jun 30, 26

+113

0.03%

RAM Investment Partners, LLC

6.06K

Jun 30, 26

0.03%

Focus Financial Network, Inc.

5.96K

Jun 30, 26

+65

0.03%

MARINO, STRAM & ASSOCIATES LLC

5.77K

Jun 30, 26

+341

0.03%

DDFG, Inc

5.45K

Jun 30, 26

-352

0.03%

PFG Investments, LLC

5.18K

Jun 30, 26

+5.18K

0.03%

BASSO CAPITAL MANAGEMENT, L.P.

4.94K

Jun 30, 26

+4.94K

0.02%

D.A. DAVIDSON & CO.

4.92K

Jun 30, 26

-54

0.02%

Trademark Financial Management, LLC

4.89K

Jun 30, 26

+27

0.02%

Berkshire Bank

4.85K

Jun 30, 26

-105

0.02%

Golden State Wealth Management, LLC

4.82K

Jun 30, 26

-308

0.02%

ETF Portfolio Partners, Inc.

4.60K

Jun 30, 26

-5

0.02%

Avantax Planning Partners, Inc.

4.59K

Jun 30, 26

-4

0.02%

Parcion Private Wealth LLC

4.30K

Jun 30, 26

0.02%

Wingate Wealth Advisors, Inc.

4.25K

Jun 30, 26

0.02%

BENJAMIN EDWARDS INC

4.17K

Jun 30, 26

-41

0.02%

Fingerlakes Wealth Management, Inc.

4.11K

Jun 30, 26

-101

0.02%

Merit Financial Group, LLC

4.10K

Jun 30, 26

+1.23K

0.02%

Trust Co

3.97K

Jun 30, 26

-2

0.02%

USAdvisors Wealth Management, LLC

3.92K

Jun 30, 26

-16

0.02%

Clarity Wealth Development LLC

3.75K

Jun 30, 26

-778

0.02%

Monument Group Wealth Advisors, LLC

3.67K

Jun 30, 26

0.02%

Cornerstone Planning Group LLC

3.59K

Jun 30, 26

-1

0.02%

WARNER FINANCIAL, INC

3.52K

Jun 30, 26

+23

0.02%

JGP Wealth Management, LLC

3.48K

Jun 30, 26

+137

0.02%

Private Wealth Management Group, LLC

3.37K

Jun 30, 26

-2.85K

0.02%

Quantum Financial Planning Services, Inc.

3.32K

Jun 30, 26

0.02%

RFG Advisory, LLC

3.29K

Jun 30, 26

-1.87K

0.02%

Clear Creek Financial Management, LLC

3.25K

Jun 30, 26

0.02%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

3.25K

Jun 30, 26

+124

0.02%

FINANCIAL LIFE ADVISORS

3.23K

Jun 30, 26

0.02%

INSPIRION WEALTH ADVISORS, LLC

3.21K

Jun 30, 26

+40

0.02%

Wolff Financial Management LLC

2.99K

Jun 30, 26

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

2.99K

Jun 30, 26

+353

0.02%

LIFELONG WEALTH ADVISORS, INC.

2.89K

Jun 30, 26

-623

0.01%

LOCKERMAN FINANCIAL GROUP, INC.

2.73K

Jun 30, 26

-1.44K

0.01%

Skyline Advisors, Inc.

2.66K

Jun 30, 26

-1.40K

0.01%

NOVEM GROUP

2.65K

Jun 30, 26

-30

0.01%

Snider Financial Group

2.64K

Jun 30, 26

-139

0.01%

SFM, LLC

2.63K

Jun 30, 26

+22

0.01%

Institute for Wealth Management, LLC.

2.58K

Jun 30, 26

+2.58K

0.01%

Bath Savings Trust Co

2.42K

Jun 30, 26

+2.42K

0.01%

Crane Advisory, LLC

2.41K

Jun 30, 26

+39

0.01%

Stonebridge Financial Group, LLC

2.29K

Jun 30, 26

0.01%

Stewardship Advisors, LLC

2.13K

Jun 30, 26

+2.13K

0.01%

Bedel Financial Consulting, Inc.

2.12K

Jun 30, 26

+2.12K

0.01%

KPP Advisory Services LLC

2.10K

Jun 30, 26

+2.10K

0.01%

J.W. COLE ADVISORS, INC.

2.05K

Jun 30, 26

+2.05K

0.01%

Ramiah Investment Group

1.94K

Jun 30, 26

+1.94K

0.01%

Cornerstone Wealth Advisors, Inc.

1.90K

Jun 30, 26

+1.90K

0.01%

Canal Capital Management, LLC

1.90K

Jun 30, 26

+1.90K

0.01%

FLP Wealth Management, LLC

1.90K

Jun 30, 26

+1.90K

0.01%

Envestnet Portfolio Solutions, Inc.

1.83K

Jun 30, 26

+1.83K

0.01%

Octavia Wealth Advisors, LLC

1.80K

Jun 30, 26

+1.80K

0.01%

Atria Investments, Inc

1.80K

Jun 30, 26

+1.80K

0.01%

EQ WEALTH ADVISORS, LLC

1.79K

Jun 30, 26

+1.79K

0.01%

KMG FIDUCIARY PARTNERS, LLC

1.78K

Jun 30, 26

+1.78K

0.01%

Princeton Global Asset Management LLC

1.67K

Jun 30, 26

0.01%

DHJJ Financial Advisors, Ltd.

1.53K

Jun 30, 26

+952

0.01%

Ashton Thomas Private Wealth, LLC

1.53K

Jun 30, 26

-442

0.01%

Investors Research Corp

1.41K

Jun 30, 26

+77

0.01%

Quaker Wealth Management, LLC

1.33K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

1.22K

Jun 30, 26

-8

0.01%

Harbor Asset Planning, Inc.

1.21K

Jun 30, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.21K

Jun 30, 26

+117

0.01%

WHITTIER TRUST CO OF NEVADA INC

1.07K

Jun 30, 26

0.01%

NBT BANK N A /NY

1.04K

Jun 30, 26

0.01%

Cape Investment Advisory, Inc.

805

Jun 30, 26

+805

0.00%

Hanson & Doremus Investment Management

762

Jun 30, 26

0.00%

SIGNATUREFD, LLC

610

Jun 30, 26

0.00%

Westside Investment Management, Inc.

265

Jun 30, 26

0.00%

IFP Advisors, Inc

242

Jun 30, 26

-548

0.00%

Quest 10 Wealth Builders, Inc.

207

Jun 30, 26

+207

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

158

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

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

Jun 30, 26

0.00%

SeaCrest Wealth Management, LLC

Jun 30, 26

-2.59K

DAGCO, INC.

Jun 30, 26

-1.11K

Strategic Financial Concepts, LLC

Jun 30, 26

-3.46K

Scarborough Advisors, LLC

Jun 30, 26

-92

XY Planning Network, Inc.

Jun 30, 26

-18.68K

BANK OF AMERICA CORP /DE/

8.15M

Mar 31, 26

+4.97M

41.04%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

2.50M

Mar 31, 26

+2.50M

12.61%

Northwest & Ethical Investments L.P.

1.43M

Mar 31, 26

+117.74K

7.22%

LPL Financial LLC

1.11M

Mar 31, 26

+140.10K

5.60%

JPMORGAN CHASE & CO

926.58K

Mar 31, 26

+344.36K

4.67%

COMMONWEALTH EQUITY SERVICES, LLC

676.99K

Mar 31, 26

-1.30K

3.41%

MORGAN STANLEY

558.10K

Mar 31, 26

+37.00K

2.81%

ENVESTNET ASSET MANAGEMENT INC

492.56K

Mar 31, 26

+261.75K

2.48%

AMERIPRISE FINANCIAL INC

323.97K

Mar 31, 26

+2.18K

1.63%

UBS Group AG

269.01K

Mar 31, 26

+24.62K

1.36%

Bank of New York Mellon Corp

218.01K

Mar 31, 26

+69.18K

1.10%

Beacon Pointe Advisors, LLC

155.45K

Mar 31, 26

+25.90K

0.78%

COLDSTREAM CAPITAL MANAGEMENT INC

141.37K

Mar 31, 26

+25.84K

0.71%

CAPTRUST FINANCIAL ADVISORS

129.55K

Mar 31, 26

+20.78K

0.65%

Cetera Investment Advisers

100.72K

Mar 31, 26

-10.19K

0.51%

Impact Investors, Inc

99.39K

Mar 31, 26

+4.54K

0.50%

WELLS FARGO & COMPANY/MN

98.37K

Mar 31, 26

+45.63K

0.50%

Laurel Wealth Planning LLC

87.06K

Mar 31, 26

+51.65K

0.44%

HighTower Advisors, LLC

83.32K

Mar 31, 26

-2.14K

0.42%

One Capital Management, LLC

82.43K

Mar 31, 26

+13.67K

0.42%

TIAA TRUST, NATIONAL ASSOCIATION

77.43K

Mar 31, 26

-2.57M

0.39%

WCG Wealth Advisors LLC

74.73K

Mar 31, 26

+1.51K

0.38%

MERCER GLOBAL ADVISORS INC /ADV

72.48K

Mar 31, 26

-55.27K

0.37%

Francis Financial, Inc.

67.60K

Mar 31, 26

-637

0.34%

ASSETMARK, INC

63.40K

Mar 31, 26

+3.17K

0.32%

THRIVENT FINANCIAL FOR LUTHERANS

62.18K

Mar 31, 26

+19.70K

0.31%

RAYMOND JAMES FINANCIAL INC

57.34K

Mar 31, 26

+10.97K

0.29%

ADVISOR GROUP HOLDINGS, INC.

51.18K

Mar 31, 26

-3.84K

0.26%

Mariner, LLC

49.87K

Mar 31, 26

+27.65K

0.25%

ROYAL BANK OF CANADA

49.66K

Mar 31, 26

-7.10K

0.25%

GTS SECURITIES LLC

48.81K

Mar 31, 26

+48.81K

0.25%

FMR LLC

48.26K

Mar 31, 26

+13.31K

0.24%

Vestmark Advisory Solutions, Inc.

48.09K

Mar 31, 26

-51.52K

0.24%

EP Wealth Advisors, LLC

44.99K

Mar 31, 26

+4.62K

0.23%

NewEdge Advisors, LLC

43.73K

Mar 31, 26

-2.55K

0.22%

Evolution Advisers, Inc.

42.34K

Mar 31, 26

+10.58K

0.21%

Kestra Advisory Services, LLC

40.52K

Mar 31, 26

+268

0.20%

Golden State Equity Partners

38.02K

Mar 31, 26

+28.06K

0.19%

KEYBANK NATIONAL ASSOCIATION/OH

37.82K

Mar 31, 26

+37.82K

0.19%

GOLDMAN SACHS GROUP INC

37.56K

Mar 31, 26

+19.85K

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

30.95K

Mar 31, 26

+28.63K

0.16%

CI Private Wealth, LLC

30.92K

Mar 31, 26

-1.41K

0.16%

OPPENHEIMER ASSET MANAGEMENT INC.

29.28K

Mar 31, 26

+2.76K

0.15%

L & S Advisors Inc

27.91K

Mar 31, 26

0.14%

SGL Investment Advisors, Inc.

27.50K

Mar 31, 26

+2.51K

0.14%

CWM, LLC

27.02K

Mar 31, 26

+4.37K

0.14%

UMB Bank, n.a.

26.26K

Mar 31, 26

-1.35K

0.13%

BOKF, NA

24.12K

Mar 31, 26

-1.02K

0.12%

US BANCORP \DE\

23.12K

Mar 31, 26

-8.80K

0.12%

Equita Financial Network, Inc.

23.01K

Mar 31, 26

+1.08K

0.12%

Aptus Capital Advisors, LLC

22.81K

Mar 31, 26

-385

0.11%

Equitable Holdings, Inc.

20.20K

Mar 31, 26

+2.88K

0.10%

Financial Insights, Inc.

20.20K

Mar 31, 26

+58

0.10%

J.Safra Asset Management Corp

20.16K

Mar 31, 26

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

18.65K

Mar 31, 26

+1.20K

0.09%

PNC FINANCIAL SERVICES GROUP, INC.

18.50K

Mar 31, 26

+2.67K

0.09%

HUNTINGTON NATIONAL BANK

18.49K

Mar 31, 26

+6.44K

0.09%

IHT Wealth Management, LLC

17.58K

Mar 31, 26

+903

0.09%

MML INVESTORS SERVICES, LLC

17.46K

Mar 31, 26

+2.35K

0.09%

NorthRock Partners, LLC

16.88K

Mar 31, 26

-2.17K

0.09%

Rockefeller Capital Management L.P.

16.79K

Mar 31, 26

+403

0.08%

Baltimore-Washington Financial Advisors, Inc.

16.23K

Mar 31, 26

0.08%

Cerity Partners LLC

15.49K

Mar 31, 26

+89

0.08%

Curtis Advisory Group, LLC

14.53K

Mar 31, 26

+1.37K

0.07%

WealthShield Partners, LLC

12.97K

Mar 31, 26

+967

0.07%

Wescott Financial Advisory Group, LLC

12.85K

Mar 31, 26

+24

0.06%

HB Wealth Management, LLC

12.04K

Mar 31, 26

+1.75K

0.06%

BlueStem Wealth Partners, LLC

12.01K

Mar 31, 26

+1.34K

0.06%

Sandbox Financial Partners, LLC

11.86K

Mar 31, 26

-546

0.06%

Johnson Financial Group, Inc.

11.31K

Mar 31, 26

+1.63K

0.06%

Western Wealth Management, LLC

11.12K

Mar 31, 26

+2.41K

0.06%

Stratos Wealth Partners, LTD.

10.38K

Mar 31, 26

+307

0.05%

HARBOUR INVESTMENTS, INC.

10.37K

Mar 31, 26

-80

0.05%

White Lighthouse Investment Management Inc.

9.79K

Mar 31, 26

-691

0.05%

COZAD ASSET MANAGEMENT INC

9.67K

Mar 31, 26

+36

0.05%

COMMERCE BANK

8.94K

Mar 31, 26

-341

0.05%

Creative Planning

8.26K

Mar 31, 26

+897

0.04%

May Hill Capital, LLC

8.00K

Mar 31, 26

-1.69K

0.04%

Skopos Labs, Inc.

8.00K

Mar 31, 26

-1.69K

0.04%

VICUS CAPITAL

7.52K

Mar 31, 26

+162

0.04%

Westfuller Advisors, LLC

7.02K

Mar 31, 26

0.04%

Lido Advisors, LLC

6.84K

Mar 31, 26

-39

0.03%

Tower Research Capital LLC (TRC)

6.81K

Mar 31, 26

+4.63K

0.03%

Rossby Financial, LCC

6.80K

Mar 31, 26

+98

0.03%

Allworth Financial LP

6.50K

Mar 31, 26

0.03%

TRUIST FINANCIAL CORP

6.33K

Mar 31, 26

+410

0.03%

Private Wealth Management Group, LLC

6.22K

Mar 31, 26

+80

0.03%

RAM Investment Partners, LLC

6.06K

Mar 31, 26

0.03%

Pensionmark Financial Group, LLC

6.02K

Mar 31, 26

-747

0.03%

ABOUND FINANCIAL, LLC

5.85K

Mar 31, 26

-644

0.03%

McAdam, LLC

5.82K

Mar 31, 26

-16

0.03%

Paulson Wealth Management Inc.

5.81K

Mar 31, 26

-306

0.03%

Savvy Advisors, Inc.

5.66K

Mar 31, 26

+1.48K

0.03%

STIFEL FINANCIAL CORP

5.53K

Mar 31, 26

+398

0.03%

Rede Wealth, LLC

5.44K

Mar 31, 26

-596

0.03%

FLOW TRADERS U.S. LLC

5.13K

Mar 31, 26

+5.13K

0.03%

VERUS CAPITAL PARTNERS, LLC

4.76K

Mar 31, 26

+1.67K

0.02%

VestGen Advisors, LLC

4.70K

Mar 31, 26

-640

0.02%

Investor's Fiduciary Advisor Network, LLC

4.69K

Mar 31, 26

-569

0.02%

Avantax Planning Partners, Inc.

4.60K

Mar 31, 26

-38

0.02%

Steward Partners Investment Advisory, LLC

4.54K

Mar 31, 26

0.02%

Principle Wealth Partners LLC

4.49K

Mar 31, 26

0.02%

AMERICAN FINANCIAL & TAX STRATEGIES INC

4.40K

Mar 31, 26

+351

0.02%

Sterling Group Wealth Management, LLC

4.29K

Mar 31, 26

+1.51K

0.02%

Integrated Wealth Concepts LLC

4.25K

Mar 31, 26

+1.59K

0.02%

Wingate Wealth Advisors, Inc.

4.25K

Mar 31, 26

+2.08K

0.02%

FIFTH THIRD BANCORP

4.19K

Mar 31, 26

+4.19K

0.02%

Legacy Financial Group LLC

4.14K

Mar 31, 26

-302

0.02%

Kelman-Lazarov, Inc.

4.13K

Mar 31, 26

-22

0.02%

FIRST TRUST ADVISORS LP

4.12K

Mar 31, 26

0.02%

Eqis Capital Management, Inc.

4.05K

Mar 31, 26

-375

0.02%

USAdvisors Wealth Management, LLC

3.93K

Mar 31, 26

+497

0.02%

Brinker Capital Investments, LLC

3.89K

Mar 31, 26

-3.09K

0.02%

HighPoint Advisor Group LLC

3.73K

Mar 31, 26

0.02%

MAI Capital Management

3.63K

Mar 31, 26

+785

0.02%

Cornerstone Planning Group LLC

3.59K

Mar 31, 26

0.02%

PRINCIPAL SECURITIES, INC.

3.46K

Mar 31, 26

0.02%

Strategic Financial Concepts, LLC

3.46K

Mar 31, 26

-419

0.02%

Legacy Financial Advisors, Inc.

3.44K

Mar 31, 26

-195

0.02%

Parkside Financial Bank & Trust

3.43K

Mar 31, 26

-421

0.02%

Perigon Wealth Management, LLC

3.37K

Mar 31, 26

+1.19K

0.02%

Buckingham Strategic Partners

3.37K

Mar 31, 26

0.02%

JANE STREET GROUP, LLC

3.14K

Mar 31, 26

-20.50K

0.02%

Rollins Financial Advisors, LLC

3.10K

Mar 31, 26

-1.00K

0.02%

Montis Financial, LLC

3.00K

Mar 31, 26

0.02%

Triad Wealth Partners, LLC

2.92K

Mar 31, 26

0.01%

Vantage Point Financial LLC

2.92K

Mar 31, 26

0.01%

Valmark Advisers, Inc.

2.87K

Mar 31, 26

-212

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.87K

Mar 31, 26

+2.87K

0.01%

Columbia River Financial Group, LLC

2.86K

Mar 31, 26

0.01%

Diversified Enterprises, LLC

2.63K

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

2.55K

Mar 31, 26

0.01%

Occidental Asset Management, LLC

2.51K

Mar 31, 26

+10

0.01%

Uniting Wealth Partners, LLC

2.48K

Mar 31, 26

-56.37K

0.01%

Per Stirling Capital Management, LLC.

2.46K

Mar 31, 26

0.01%

Sanctuary Advisors, LLC

2.41K

Mar 31, 26

-255

0.01%

OneAscent Financial Services LLC

2.41K

Mar 31, 26

+16

0.01%

McIlrath & Eck, LLC

2.33K

Mar 31, 26

+100

0.01%

Focused Wealth Management, Inc

2.30K

Mar 31, 26

+213

0.01%

Riverwater Partners LLC

2.27K

Mar 31, 26

+115

0.01%

Cresset Asset Management, LLC

2.24K

Mar 31, 26

+149

0.01%

Sigma Planning Corp

2.24K

Mar 31, 26

0.01%

Hilltop Partners LLC

2.22K

Mar 31, 26

0.01%

Goepper Burkhardt LLC

2.21K

Mar 31, 26

+15

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

2.16K

Mar 31, 26

+1.40K

0.01%

Ashton Thomas Private Wealth, LLC

1.97K

Mar 31, 26

-322

0.01%

Orion Capital Management LLC

1.57K

Mar 31, 26

+762

0.01%

Milestone Investment Advisors LLC

1.50K

Mar 31, 26

0.01%

Arkos Global Advisors

1.12K

Mar 31, 26

+1.12K

0.01%

NBT BANK N A /NY

1.04K

Mar 31, 26

0.01%

Cassaday & Co Wealth Management LLC

983

Mar 31, 26

+983

0.00%

Cherry Tree Wealth Management, LLC

951

Mar 31, 26

0.00%

AE Wealth Management LLC

930

Mar 31, 26

+930

0.00%

Hanson & Doremus Investment Management

762

Mar 31, 26

0.00%

Archer Investment Corp

742

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

714

Mar 31, 26

+73

0.00%

Millstone Evans Group, LLC

690

Mar 31, 26

0.00%

Colonial Trust Advisors

600

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

564

Mar 31, 26

0.00%

Burk Holdings LLC

542

Mar 31, 26

+542

0.00%

CVA Family Office, LLC

430

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

378

Mar 31, 26

+378

0.00%

Kingdom Financial Group LLC.

378

Mar 31, 26

0.00%

Waverly Advisors, LLC

366

Mar 31, 26

+366

0.00%

BOK Financial Private Wealth, Inc.

326

Mar 31, 26

0.00%

Anchor Investment Management, LLC

300

Mar 31, 26

0.00%

Copia Wealth Management

172

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

132

Mar 31, 26

+132

0.00%

Fountainhead AM, LLC

Mar 31, 26

-6

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Redwood Financial Network Corp

Mar 31, 26

-2.32K

Colony Group, LLC

Mar 31, 26

-2.94K

WILEY BROS.-AINTREE CAPITAL, LLC

Mar 31, 26

-6.08K

Chicago Wealth Management, Inc.

Mar 31, 26

-2.94K

MidAtlantic Capital Management, Inc.

Mar 31, 26

-1.40K

Estate Counselors, LLC

Mar 31, 26

-4.96K

CITIGROUP INC

Mar 31, 26

-721

TrueWealth Financial Partners

Mar 31, 26

-45.69K

Capital Analysts, LLC

Mar 31, 26

-7.09K

Diversify Advisory Services, LLC

Mar 31, 26

-2.87K

O'Brien Wealth Partners LLC

103.05K

Dec 31, 25

-2.27K

0.52%

Global Retirement Partners, LLC

68.50K

Dec 31, 25

+1.24K

0.35%

TRUST CO OF VERMONT

1.96K

Dec 31, 25

0.01%

COMERICA BANK

1.43K

Dec 31, 25

0.01%

SageView Advisory Group, LLC

1.20K

Dec 31, 25

+1.20K

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.10K

Money Design Co.,Ltd.

39.01K

Jun 30, 25

+1.20K

0.20%

AVANTAX ADVISORY SERVICES, INC.

9.09K

Jun 30, 25

-54

0.05%

Capital Market Strategies LLC

2.30K

Jun 30, 25

+2.30K

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-11.61K

Cable Hill Partners, LLC

47.03K

Mar 31, 25

+1.31K

0.24%

Orion Portfolio Solutions, LLC

3.25K

Mar 31, 25

+550

0.02%

HTLF Bank

8.26K

Dec 31, 24

0.04%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-3.38K

Raymond James Financial Services Advisors, Inc.

84.53K

Sep 30, 24

-44.60K

0.43%

RAYMOND JAMES & ASSOCIATES

15.63K

Sep 30, 24

+1.09K

0.08%

CIC Wealth, LLC

4.50K

Sep 30, 24

0.02%

First Trust Direct Indexing L.P.

4.17K

Sep 30, 24

+4.17K

0.02%

Diversified, LLC

2.72K

Sep 30, 24

0.01%

Relative Value Partners Group, LLC

4.03K

Jun 30, 24

+4.03K

0.02%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.14K

Cetera Advisors LLC

25.27K

Mar 31, 24

+25.27K

0.13%

Cetera Advisor Networks LLC

17.33K

Mar 31, 24

+610

0.09%

Benedetti & Gucer, Inc.

2.83K

Mar 31, 24

-858

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

4.97K

Dec 31, 23

+4.97K

0.03%

Rollins Financial

3.00K

Dec 31, 23

+3.00K

0.02%

Bartlett & Co. LLC

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

-124

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

19.41K

Sep 30, 23

-5.14K

0.10%

3D/L Capital Management, LLC

13.61K

Sep 30, 23

-76

0.07%

DUBUQUE BANK & TRUST CO

3.88K

Sep 30, 23

+3.88K

0.02%

TIAA, FSB

3.06M

Jun 30, 23

-181.09K

15.41%

Financial Architects, Inc

19.00K

Jun 30, 23

-441

0.10%

Kistler-Tiffany Companies, LLC

4.47K

Jun 30, 23

-158

0.02%

HARVEST GROUP WEALTH MANAGEMENT, LLC

6.15K

Mar 31, 23

-427

0.03%

BALASA DINVERNO & FOLTZ LLC

23.32K

Sep 30, 22

+2.17K

0.12%

Beaumont Financial Partners, LLC

7.92K

Sep 30, 22

0.04%

American Portfolios Advisors

2.35K

Sep 30, 22

+1.88K

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

1.58K

Sep 30, 22

+1.58K

0.01%

FourThought Financial, LLC

212

Sep 30, 22

0.00%

Fieldpoint Private Securities, LLC

503

Jun 30, 22

+503

0.00%

Pinnacle Private Wealth, LLC

Jun 30, 22

-3.65K

NEXT Financial Group, Inc

5.04K

Dec 31, 21

+2.95K

0.03%

Harborview Advisors, LLC

16.98K

Sep 30, 21

+565

0.09%

Winslow, Evans & Crocker, Inc.

1.32K

Dec 31, 20

+1.32K

0.01%

NIEMANN CAPITAL MANAGEMENT INC

Dec 31, 20

-4.75K

Stearns Financial Services Group

21.13K

Sep 30, 20

-795

0.11%

First Allied Advisory Services, Inc.

15.58K

Sep 30, 20

-6.08K

0.08%

3D ASSET MANAGEMENT, INC

5.89K

Sep 30, 20

+5.89K

0.03%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

4.07K

Sep 30, 20

+4.07K

0.02%

LifePlan Financial Group, Inc

950

Sep 30, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

13.71K

Dec 31, 19

+4.81K

0.07%

Advisor Group, Inc.

1.18K

Dec 31, 19

+57

0.01%

Vestpro Financial Partners, Inc. dba CPF Texas

945

Sep 30, 18

+945

0.00%

Virtu KCG Holdings LLC

34.97K

Jun 30, 17

-9.22K

0.18%