Nuveen ESG Large-Cap Value(NULV)

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Nuveen ESG Large-Cap Value(NULV)

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$51.02—

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NULV(NULV)

NULV

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

Institutional Ownership

Top 342 Institutional Holders

Holder	Shares	Date	Change	% Held
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	402.85K	Jun 30, 26	+1.41K	0.97%
EASTERN BANK	288.10K	Jun 30, 26	+6.85K	0.70%
MISSION WEALTH MANAGEMENT, LP	245.76K	Jun 30, 26	+28.99K	0.59%
ST GERMAIN D J CO INC	189.72K	Jun 30, 26	+3.66K	0.46%
CRUX WEALTH ADVISORS	79.97K	Jun 30, 26	-1.10K	0.19%
CX Institutional	72.33K	Jun 30, 26	-1.59K	0.17%
BSW Wealth Partners	61.43K	Jun 30, 26	-25.02K	0.15%
PARK AVENUE SECURITIES LLC	57.90K	Jun 30, 26	-1.51K	0.14%
Farther Finance Advisors, LLC	46.72K	Jun 30, 26	+24.90K	0.11%
CGN Advisors LLC	46.09K	Jun 30, 26	-433	0.11%
CANANDAIGUA NATIONAL BANK & TRUST CO	46.03K	Jun 30, 26	+46.03K	0.11%
Strategic Point Investment Advisors, LLC	44.65K	Jun 30, 26	+440	0.11%
Revolve Wealth Partners, LLC	44.59K	Jun 30, 26	-894	0.11%
Sincerus Advisory, LLC	37.59K	Jun 30, 26	-287	0.09%
Ledyard National Bank	33.72K	Jun 30, 26	+467	0.08%
Falcon Wealth Planning	32.41K	Jun 30, 26	-1.10K	0.08%
Bond & Devick Financial Network, Inc.	27.08K	Jun 30, 26	--	0.07%
Shotwell Rutter Baer Inc	26.48K	Jun 30, 26	+358	0.06%
Merit Financial Group, LLC	24.55K	Jun 30, 26	-1.96K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24.52K	Jun 30, 26	+12.01K	0.06%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	21.76K	Jun 30, 26	+811	0.05%
PFG Investments, LLC	21.26K	Jun 30, 26	+8.73K	0.05%
FLAGSHIP HARBOR ADVISORS, LLC	19.40K	Jun 30, 26	+5.53K	0.05%
XY Planning Network, Inc.	19.25K	Jun 30, 26	+177	0.05%
SAGE FINANCIAL GROUP INC	16.68K	Jun 30, 26	+10	0.04%
Sage Advisory Services, Ltd.Co.	15.25K	Jun 30, 26	+93	0.04%
Focus Financial Network, Inc.	14.80K	Jun 30, 26	-557	0.04%
EVERGREEN CAPITAL MANAGEMENT LLC	12.90K	Jun 30, 26	+7.00K	0.03%
Apollon Wealth Management, LLC	11.99K	Jun 30, 26	--	0.03%
PENOBSCOT WEALTH MANAGEMENT	11.76K	Jun 30, 26	+2.45K	0.03%
Colorado Capital Management, Inc.	11.16K	Jun 30, 26	--	0.03%
First Pacific Financial	10.71K	Jun 30, 26	+55	0.03%
Confluence Wealth Services, Inc.	10.33K	Jun 30, 26	+59	0.02%
RTD Financial Advisors, Inc.	9.93K	Jun 30, 26	+52	0.02%
ETF Portfolio Partners, Inc.	9.80K	Jun 30, 26	-364	0.02%
RVW Wealth, LLC	9.53K	Jun 30, 26	+124	0.02%
DeDora Capital, Inc.	8.46K	Jun 30, 26	+320	0.02%
INSPIRION WEALTH ADVISORS, LLC	7.74K	Jun 30, 26	--	0.02%
Johnson Bixby & Associates, LLC	7.57K	Jun 30, 26	-25	0.02%
Trust Co	7.56K	Jun 30, 26	-474	0.02%
Onyx Bridge Wealth Group LLC	7.44K	Jun 30, 26	--	0.02%
Wolff Financial Management LLC	7.36K	Jun 30, 26	--	0.02%
Sequoia Financial Advisors, LLC	7.15K	Jun 30, 26	+7.15K	0.02%
Wealthcare Advisory Partners LLC	6.49K	Jun 30, 26	-178	0.02%
Snider Financial Group	6.45K	Jun 30, 26	--	0.02%
JGP Wealth Management, LLC	6.34K	Jun 30, 26	+243	0.02%
LIFELONG WEALTH ADVISORS, INC.	5.85K	Jun 30, 26	-524	0.01%
LOCKERMAN FINANCIAL GROUP, INC.	5.67K	Jun 30, 26	-2.79K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.27K	Jun 30, 26	+5.27K	0.01%
Fifth Third Wealth Advisors LLC	5.21K	Jun 30, 26	+5.21K	0.01%
Stewardship Advisors, LLC	4.91K	Jun 30, 26	--	0.01%
WARNER FINANCIAL, INC	4.76K	Jun 30, 26	+4.76K	0.01%
RFG Advisory, LLC	4.74K	Jun 30, 26	-6.01K	0.01%
Capital Advisors Wealth Management, LLC	4.51K	Jun 30, 26	--	0.01%
Foster Group, Inc.	4.49K	Jun 30, 26	-40	0.01%
Relyea Zuckerberg Hanson LLC	4.41K	Jun 30, 26	-752	0.01%
Fingerlakes Wealth Management, Inc.	4.40K	Jun 30, 26	+4.40K	0.01%
Crane Advisory, LLC	4.36K	Jun 30, 26	+4.36K	0.01%
Cape Investment Advisory, Inc.	2.46K	Jun 30, 26	+2.46K	0.01%
CoreCap Advisors, LLC	1.96K	Jun 30, 26	--	0.00%
Triumph Capital Management	766	Jun 30, 26	--	0.00%
Investors Research Corp	737	Jun 30, 26	-551	0.00%
IFP Advisors, Inc	484	Jun 30, 26	-1.33K	0.00%
Princeton Global Asset Management LLC	430	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	425	Jun 30, 26	--	0.00%
Clarity Asset Management, Inc.	--	Jun 30, 26	-32.26K	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-8.06K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-73	--
Envestnet Portfolio Solutions, Inc.	--	Jun 30, 26	-4.67K	--
Abacus Planning Group, Inc.	--	Jun 30, 26	-4.59K	--
DAGCO, INC.	--	Jun 30, 26	-2.18K	--
BANK OF AMERICA CORP /DE/	11.86M	Mar 31, 26	-798.93K	28.68%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.78M	Mar 31, 26	+4.78M	11.55%
JPMORGAN CHASE & CO	2.04M	Mar 31, 26	+12.26K	4.93%
LPL Financial LLC	1.90M	Mar 31, 26	+108.24K	4.59%
MORGAN STANLEY	1.28M	Mar 31, 26	+43.69K	3.09%
COMMONWEALTH EQUITY SERVICES, LLC	1.12M	Mar 31, 26	+118.83K	2.72%
ENVESTNET ASSET MANAGEMENT INC	1.05M	Mar 31, 26	+583.36K	2.55%
MERCER GLOBAL ADVISORS INC /ADV	540.56K	Mar 31, 26	-139.36K	1.31%
UBS Group AG	516.67K	Mar 31, 26	+5.48K	1.25%
Beacon Pointe Advisors, LLC	505.73K	Mar 31, 26	+66.20K	1.22%
Cambridge Investment Research Advisors, Inc.	456.63K	Mar 31, 26	-14.96K	1.10%
Bank of New York Mellon Corp	438.37K	Mar 31, 26	+94.73K	1.06%
CAPTRUST FINANCIAL ADVISORS	252.10K	Mar 31, 26	+13.99K	0.61%
RAYMOND JAMES FINANCIAL INC	250.88K	Mar 31, 26	+43.14K	0.61%
AMERIPRISE FINANCIAL INC	232.35K	Mar 31, 26	+4.84K	0.56%
Mariner, LLC	230.95K	Mar 31, 26	-3.34K	0.56%
Forefront Analytics, LLC	195.66K	Mar 31, 26	+54.28K	0.47%
Allworth Financial LP	184.19K	Mar 31, 26	-1.52K	0.45%
HighTower Advisors, LLC	173.27K	Mar 31, 26	+9.88K	0.42%
Cetera Investment Advisers	167.16K	Mar 31, 26	-22.09K	0.40%
THRIVENT FINANCIAL FOR LUTHERANS	154.24K	Mar 31, 26	+33.35K	0.37%
REGATTA CAPITAL GROUP, LLC	148.56K	Mar 31, 26	+9.29K	0.36%
EP Wealth Advisors, LLC	145.22K	Mar 31, 26	+51.32K	0.35%
One Capital Management, LLC	142.96K	Mar 31, 26	+26.65K	0.35%
FMR LLC	126.85K	Mar 31, 26	+11.81K	0.31%
ASSETMARK, INC	125.12K	Mar 31, 26	+5.92K	0.30%
TIAA TRUST, NATIONAL ASSOCIATION	121.96K	Mar 31, 26	-4.75M	0.30%
ROYAL BANK OF CANADA	121.61K	Mar 31, 26	-42.59K	0.29%
CI Private Wealth, LLC	109.11K	Mar 31, 26	-10.13K	0.26%
BRYN MAWR TRUST Co	108.67K	Mar 31, 26	+107	0.26%
Adviser Investments LLC	107.04K	Mar 31, 26	+321	0.26%
STALEY CAPITAL ADVISERS INC	100.00K	Mar 31, 26	--	0.24%
Vestmark Advisory Solutions, Inc.	98.34K	Mar 31, 26	-102.89K	0.24%
NewEdge Advisors, LLC	95.17K	Mar 31, 26	-11.40K	0.23%
Opes Wealth Management LLC	90.39K	Mar 31, 26	+1.23K	0.22%
rebel Financial LLC	89.32K	Mar 31, 26	+3.07K	0.22%
VICUS CAPITAL	87.82K	Mar 31, 26	-5.61K	0.21%
Savant Capital, LLC	86.07K	Mar 31, 26	-701	0.21%
Cresset Asset Management, LLC	82.47K	Mar 31, 26	+1.50K	0.20%
CRUX WEALTH ADVISORS	81.07K	Mar 31, 26	-204	0.20%
Plum Street Advisors, LLC	77.48K	Mar 31, 26	-47	0.19%
WELLS FARGO & COMPANY/MN	76.42K	Mar 31, 26	+30.82K	0.18%
Evolution Advisers, Inc.	75.62K	Mar 31, 26	+14.44K	0.18%
Equitable Holdings, Inc.	71.28K	Mar 31, 26	-2.24K	0.17%
Gateway Wealth Partners, LLC	69.56K	Mar 31, 26	+23.80K	0.17%
Invera Wealth Advisors, LLC	69.30K	Mar 31, 26	-17.54K	0.17%
Balanced Rock Investment Advisor	58.09K	Mar 31, 26	+409	0.14%
One Day In July LLC	54.88K	Mar 31, 26	-526	0.13%
STIFEL FINANCIAL CORP	53.55K	Mar 31, 26	-880	0.13%
Equita Financial Network, Inc.	52.80K	Mar 31, 26	+2.98K	0.13%
WILEY BROS.-AINTREE CAPITAL, LLC	49.80K	Mar 31, 26	+2.51K	0.12%
HSBC HOLDINGS PLC	49.70K	Mar 31, 26	+238	0.12%
CWM, LLC	47.83K	Mar 31, 26	+252	0.12%
CANANDAIGUA NATIONAL CORP	47.60K	Mar 31, 26	+47.60K	0.12%
BARTLETT & CO. WEALTH MANAGEMENT LLC	47.51K	Mar 31, 26	+47.51K	0.11%
OPPENHEIMER ASSET MANAGEMENT INC.	46.97K	Mar 31, 26	+1.53K	0.11%
Private Advisor Group, LLC	46.92K	Mar 31, 26	-2.50K	0.11%
BOKF, NA	45.61K	Mar 31, 26	-156	0.11%
Mascoma Wealth Management LLC	42.24K	Mar 31, 26	+34	0.10%
Kestra Advisory Services, LLC	41.91K	Mar 31, 26	+997	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40.11K	Mar 31, 26	+9.20K	0.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	35.96K	Mar 31, 26	-13.43K	0.09%
ADVISOR GROUP HOLDINGS, INC.	35.92K	Mar 31, 26	-383	0.09%
Addison Advisors LLC	32.09K	Mar 31, 26	+5.06K	0.08%
UMB Bank, n.a.	30.86K	Mar 31, 26	-3.29K	0.07%
JOURNEY STRATEGIC WEALTH LLC	30.40K	Mar 31, 26	+911	0.07%
WealthShield Partners, LLC	30.23K	Mar 31, 26	+2.37K	0.07%
KINGSWOOD WEALTH ADVISORS, LLC	29.87K	Mar 31, 26	+927	0.07%
MML INVESTORS SERVICES, LLC	29.00K	Mar 31, 26	+1.54K	0.07%
Private Wealth Management Group, LLC	28.97K	Mar 31, 26	+690	0.07%
Curtis Advisory Group, LLC	28.54K	Mar 31, 26	+1.79K	0.07%
CHOREO, LLC	27.42K	Mar 31, 26	+1.75K	0.07%
Colony Group, LLC	25.63K	Mar 31, 26	-7.33K	0.06%
COMMERCE BANK	24.72K	Mar 31, 26	+556	0.06%
BAILARD, INC.	24.57K	Mar 31, 26	-357	0.06%
Wescott Financial Advisory Group, LLC	24.42K	Mar 31, 26	+235	0.06%
HARBOUR INVESTMENTS, INC.	23.72K	Mar 31, 26	+797	0.06%
Integrated Wealth Concepts LLC	22.88K	Mar 31, 26	+6.17K	0.06%
WNY Asset Management, LLC	20.80K	Mar 31, 26	+20.80K	0.05%
GTS SECURITIES LLC	20.76K	Mar 31, 26	+6.72K	0.05%
Ameritas Investment Partners, Inc.	20.36K	Mar 31, 26	+1.25K	0.05%
Milestone Investment Advisors LLC	19.91K	Mar 31, 26	+7.77K	0.05%
Diversified Portfolios, Inc.	19.29K	Mar 31, 26	+88	0.05%
Laurel Wealth Planning LLC	19.02K	Mar 31, 26	+103	0.05%
FIRST BUSINESS FINANCIAL SERVICES, INC.	18.93K	Mar 31, 26	-254	0.05%
McAdam, LLC	17.91K	Mar 31, 26	+299	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.83K	Mar 31, 26	-124	0.04%
Tradition Wealth Management, LLC	17.40K	Mar 31, 26	-107	0.04%
NorthRock Partners, LLC	17.37K	Mar 31, 26	-1.50K	0.04%
Rockefeller Capital Management L.P.	17.32K	Mar 31, 26	-1.29K	0.04%
Modern Wealth Management, LLC	17.05K	Mar 31, 26	-3.94K	0.04%
Advisory Services Network, LLC	16.67K	Mar 31, 26	-100	0.04%
CENTRAL TRUST Co	16.13K	Mar 31, 26	-307	0.04%
Belpointe Asset Management LLC	15.87K	Mar 31, 26	-7.08K	0.04%
Sage Advisory Services, Ltd.Co.	15.16K	Mar 31, 26	+413	0.04%
Walkner Condon Financial Advisors LLC	14.12K	Mar 31, 26	-134	0.03%
GOLDMAN SACHS GROUP INC	14.09K	Mar 31, 26	-68.23K	0.03%
TRUIST FINANCIAL CORP	13.85K	Mar 31, 26	-116	0.03%
Per Stirling Capital Management, LLC.	13.81K	Mar 31, 26	+316	0.03%
Cerity Partners LLC	13.79K	Mar 31, 26	-270	0.03%
BlueStem Wealth Partners, LLC	13.22K	Mar 31, 26	-6.43K	0.03%
FLPUTNAM INVESTMENT MANAGEMENT CO	13.12K	Mar 31, 26	-1.82K	0.03%
DDFG, Inc	12.88K	Mar 31, 26	+221	0.03%
Mutual Advisors, LLC	12.66K	Mar 31, 26	+4.03K	0.03%
PFG Investments, LLC	12.53K	Mar 31, 26	+1.31K	0.03%
Paulson Wealth Management Inc.	12.49K	Mar 31, 26	--	0.03%
Legacy Financial Advisors, Inc.	12.48K	Mar 31, 26	-1.45K	0.03%
McIlrath & Eck, LLC	12.12K	Mar 31, 26	-77	0.03%
Rossby Financial, LCC	12.03K	Mar 31, 26	-713	0.03%
D.A. DAVIDSON & CO.	12.02K	Mar 31, 26	-218	0.03%
Apollon Wealth Management, LLC	11.99K	Mar 31, 26	--	0.03%
VERUS CAPITAL PARTNERS, LLC	11.98K	Mar 31, 26	+2.32K	0.03%
Investor's Fiduciary Advisor Network, LLC	11.90K	Mar 31, 26	-1.46K	0.03%
ABOUND FINANCIAL, LLC	11.84K	Mar 31, 26	-2.58K	0.03%
US BANCORP \DE\	11.80K	Mar 31, 26	-849	0.03%
FLOW TRADERS U.S. LLC	11.66K	Mar 31, 26	+11.66K	0.03%
AMERICAN FINANCIAL & TAX STRATEGIES INC	11.39K	Mar 31, 26	-11	0.03%
VestGen Advisors, LLC	11.02K	Mar 31, 26	-1.97K	0.03%
Steward Partners Investment Advisory, LLC	10.72K	Mar 31, 26	+333	0.03%
Maia Wealth LLC	10.65K	Mar 31, 26	-16	0.03%
Independent Advisor Alliance	10.28K	Mar 31, 26	+10.28K	0.02%
Stratos Wealth Partners, LTD.	9.61K	Mar 31, 26	+2.46K	0.02%
Chicago Partners Investment Group LLC	9.53K	Mar 31, 26	-70	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	9.42K	Mar 31, 26	-428	0.02%
Clarity Wealth Development LLC	9.25K	Mar 31, 26	-345	0.02%
Estate Counselors, LLC	9.19K	Mar 31, 26	+9.19K	0.02%
Trademark Financial Management, LLC	9.17K	Mar 31, 26	-347	0.02%
Trek Financial, LLC	8.44K	Mar 31, 26	-344	0.02%
Savvy Advisors, Inc.	8.23K	Mar 31, 26	-2.13K	0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	8.21K	Mar 31, 26	+332	0.02%
Western Wealth Management, LLC	8.08K	Mar 31, 26	+424	0.02%
Sanctuary Advisors, LLC	7.97K	Mar 31, 26	-2.58K	0.02%
Columbia River Financial Group, LLC	7.88K	Mar 31, 26	--	0.02%
Modera Wealth Management, LLC	7.80K	Mar 31, 26	-370	0.02%
Brinker Capital Investments, LLC	7.80K	Mar 31, 26	+245	0.02%
Perigon Wealth Management, LLC	7.77K	Mar 31, 26	+1.16K	0.02%
Parkside Financial Bank & Trust	7.57K	Mar 31, 26	--	0.02%
Creative Planning	7.44K	Mar 31, 26	--	0.02%
Onyx Bridge Wealth Group LLC	7.44K	Mar 31, 26	--	0.02%
TD Waterhouse Canada Inc.	7.33K	Mar 31, 26	+484	0.02%
Legacy Financial Group LLC	7.25K	Mar 31, 26	-505	0.02%
Kelman-Lazarov, Inc.	7.12K	Mar 31, 26	--	0.02%
Riverwater Partners LLC	6.94K	Mar 31, 26	+398	0.02%
Lido Advisors, LLC	6.75K	Mar 31, 26	-160	0.02%
Compton Financial Group, LLC	6.26K	Mar 31, 26	-104	0.02%
MAI Capital Management	6.15K	Mar 31, 26	--	0.01%
MARINO, STRAM & ASSOCIATES LLC	6.11K	Mar 31, 26	-158	0.01%
Ashton Thomas Private Wealth, LLC	6.09K	Mar 31, 26	+17	0.01%
Tortoise Investment Management, LLC	6.01K	Mar 31, 26	-600	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	5.90K	Mar 31, 26	--	0.01%
Ameritas Advisory Services, LLC	5.88K	Mar 31, 26	-2.00K	0.01%
XTX Topco Ltd	5.84K	Mar 31, 26	+5.84K	0.01%
Rede Wealth, LLC	5.79K	Mar 31, 26	+126	0.01%
CARRET ASSET MANAGEMENT, LLC	5.45K	Mar 31, 26	--	0.01%
RHS Financial, LLC	5.26K	Mar 31, 26	-41	0.01%
Argyle Capital Partners, LLC	5.16K	Mar 31, 26	--	0.01%
EQ WEALTH ADVISORS, LLC	5.15K	Mar 31, 26	-284	0.01%
Tower Research Capital LLC (TRC)	5.08K	Mar 31, 26	+5.08K	0.01%
Occidental Asset Management, LLC	5.06K	Mar 31, 26	--	0.01%
Hilltop Partners LLC	5.03K	Mar 31, 26	-132	0.01%
Triad Wealth Partners, LLC	5.03K	Mar 31, 26	-784	0.01%
Vantage Point Financial LLC	5.03K	Mar 31, 26	-784	0.01%
Keener Financial Planning LLC	4.94K	Mar 31, 26	-21	0.01%
Atomi Financial Group, Inc.	4.91K	Mar 31, 26	-1.10K	0.01%
Avantax Planning Partners, Inc.	4.91K	Mar 31, 26	-325	0.01%
DENVER WEALTH MANAGEMENT, INC.	4.74K	Mar 31, 26	-703	0.01%
IHT Wealth Management, LLC	4.71K	Mar 31, 26	+4.71K	0.01%
Key FInancial Inc	4.68K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	4.53K	Mar 31, 26	+4.53K	0.01%
Capital Advisors Wealth Management, LLC	4.51K	Mar 31, 26	--	0.01%
OneAscent Financial Services LLC	4.48K	Mar 31, 26	-19	0.01%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	4.25K	Mar 31, 26	+271	0.01%
Atlantic Union Bankshares Corp	3.97K	Mar 31, 26	--	0.01%
SRS Capital Advisors, Inc.	3.69K	Mar 31, 26	--	0.01%
MATHER GROUP, LLC.	3.64K	Mar 31, 26	+3.64K	0.01%
FIFTH THIRD BANCORP	3.63K	Mar 31, 26	+3.63K	0.01%
AE Wealth Management LLC	3.28K	Mar 31, 26	+3.28K	0.01%
Orion Capital Management LLC	2.61K	Mar 31, 26	+1.24K	0.01%
BLAIR WILLIAM & CO/IL	2.43K	Mar 31, 26	--	0.01%
Aptus Capital Advisors, LLC	2.06K	Mar 31, 26	--	0.00%
Westfuller Advisors, LLC	1.97K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.88K	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	1.58K	Mar 31, 26	-409	0.00%
Hanson & Doremus Investment Management	1.53K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	1.45K	Mar 31, 26	-609	0.00%
NATIONAL BANK OF CANADA /FI/	1.39K	Mar 31, 26	--	0.00%
Front Row Advisors LLC	1.16K	Mar 31, 26	--	0.00%
Waverly Advisors, LLC	944	Mar 31, 26	+944	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	740	Mar 31, 26	+496	0.00%
BOK Financial Private Wealth, Inc.	635	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	608	Mar 31, 26	+608	0.00%
Kingdom Financial Group LLC.	608	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	382	Mar 31, 26	--	0.00%
Tradewinds Capital Management, LLC	233	Mar 31, 26	+18	0.00%
GW&K Investment Management, LLC	230	Mar 31, 26	+230	0.00%
VANGUARD ADVISERS INC	212	Mar 31, 26	+212	0.00%
Federation des caisses Desjardins du Quebec	181	Mar 31, 26	-35	0.00%
EverSource Wealth Advisors, LLC	170	Mar 31, 26	--	0.00%
Capitol Family Office, Inc.	134	Mar 31, 26	--	0.00%
Redwood Park Advisors LLC	111	Mar 31, 26	--	0.00%
CITIGROUP INC	100	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	78	Mar 31, 26	--	0.00%
Fountainhead AM, LLC	71	Mar 31, 26	-43	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	56	Mar 31, 26	-5	0.00%
Cheviot Value Management, LLC	42	Mar 31, 26	--	0.00%
Institute for Wealth Management, LLC.	--	Mar 31, 26	-6.05K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-19.49K	--
WASHINGTON TRUST Co	--	Mar 31, 26	-10.26K	--
Betterment LLC	--	Mar 31, 26	-4.83K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-2.87K	--
Fund Evaluation Group, LLC	--	Mar 31, 26	-205.53K	--
Concord Wealth Partners	--	Mar 31, 26	-4.87K	--
RMG Wealth Management LLC	--	Mar 31, 26	-2.92K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-180	--
Capital Analysts, LLC	--	Mar 31, 26	-15.31K	--
O'Brien Wealth Partners LLC	270.18K	Dec 31, 25	+1.89K	0.65%
LongView Asset Management LLC	51.83K	Dec 31, 25	-2.53K	0.13%
COMERICA BANK	3.22K	Dec 31, 25	-2.00K	0.01%
Global Retirement Partners, LLC	633	Dec 31, 25	-262	0.00%
AllSquare Wealth Management LLC	156	Sep 30, 25	--	0.00%
Money Design Co.,Ltd.	201.10K	Jun 30, 25	-10.60K	0.49%
PrairieView Partners, LLC	30.77K	Jun 30, 25	-23	0.07%
Better Money Decisions, LLC	20.52K	Jun 30, 25	+685	0.05%
AVANTAX ADVISORY SERVICES, INC.	15.70K	Jun 30, 25	+95	0.04%
Atria Wealth Solutions, Inc.	5.39K	Jun 30, 25	+5.39K	0.01%
Orion Portfolio Solutions, LLC	5.58K	Mar 31, 25	+5.58K	0.01%
HTLF Bank	20.03K	Dec 31, 24	--	0.05%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-7.05K	--
Raymond James Financial Services Advisors, Inc.	269.76K	Sep 30, 24	+850	0.65%
RAYMOND JAMES & ASSOCIATES	46.34K	Sep 30, 24	+527	0.11%
CIC Wealth, LLC	6.98K	Sep 30, 24	--	0.02%
Carmichael Hill & Associates, Inc.	210	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	19.00K	Jun 30, 24	+7.16K	0.05%
Relative Value Partners Group, LLC	14.88K	Jun 30, 24	+14.88K	0.04%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.56K	--
Cetera Advisors LLC	134.77K	Mar 31, 24	+126.00K	0.33%
Cetera Advisor Networks LLC	27.92K	Mar 31, 24	+180	0.07%
Perella Weinberg Partners Capital Management LP	--	Mar 31, 24	-545.91K	--
Baystate Wealth Management LLC	96.24K	Dec 31, 23	+5.49K	0.23%
FOCUS FINANCIAL NETWORK INC /ADV	24.61K	Dec 31, 23	+24.61K	0.06%
DB Wealth Management Group, LLC	1.69K	Dec 31, 23	+1.06K	0.00%
ROPES WEALTH ADVISORS LLC	174.48K	Sep 30, 23	-2.96K	0.42%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	57.64K	Sep 30, 23	-9.51K	0.14%
DUBUQUE BANK & TRUST CO	8.53K	Sep 30, 23	+8.53K	0.02%
TIAA, FSB	4.69M	Jun 30, 23	-110.12K	11.34%
PFS INVESTMENTS INC.	52.06K	Jun 30, 23	-618	0.13%
Financial Architects, Inc	26.08K	Jun 30, 23	-855	0.06%
TimeScale Financial, Inc.	2.49K	Jun 30, 23	--	0.01%
HARVEST GROUP WEALTH MANAGEMENT, LLC	30.20K	Mar 31, 23	-2.56K	0.07%
Baldrige Asset Management LLC	13.74K	Mar 31, 23	+404	0.03%
Clear Perspectives Financial Planning, LLC	46	Mar 31, 23	-41	0.00%
REGENTATLANTIC CAPITAL LLC	134.15K	Sep 30, 22	+7.63K	0.32%
American Portfolios Advisors	13.78K	Sep 30, 22	-1.09K	0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	12.36K	Sep 30, 22	+12.36K	0.03%
WIPFLI FINANCIAL ADVISORS LLC,	2.71K	Sep 30, 22	+2.71K	0.01%
Covington Capital Management	275	Sep 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	1.25K	Jun 30, 22	+1.25K	0.00%
Pinnacle Private Wealth, LLC	--	Jun 30, 22	-6.98K	--
Personal Wealth Partners	--	Mar 31, 22	-5.17K	--
REILLY FINANCIAL ADVISORS, LLC	2.39K	Dec 31, 21	--	0.01%
Harborview Advisors, LLC	29.90K	Sep 30, 21	+1.20K	0.07%
BINGHAM OSBORN & SCARBOROUGH LLC	11.06K	Sep 30, 21	--	0.03%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	35.24K	Dec 31, 20	+35.24K	0.09%
Winslow, Evans & Crocker, Inc.	1.05K	Dec 31, 20	+1.05K	0.00%
First Allied Advisory Services, Inc.	27.86K	Sep 30, 20	+437	0.07%
Stearns Financial Services Group	24.68K	Sep 30, 20	+6.44K	0.06%
LifePlan Financial Group, Inc	1.18K	Sep 30, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.01K	Dec 31, 19	+2.38K	0.03%
Advisor Group, Inc.	1.82K	Dec 31, 19	-2.72K	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	934	Sep 30, 18	+934	0.00%
Virtu KCG Holdings LLC	18.33K	Jun 30, 17	-14.56K	0.04%

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Market Movers

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Holder

Date

Change

% Held

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

402.85K

Jun 30, 26

+1.41K

0.97%

EASTERN BANK

288.10K

Jun 30, 26

+6.85K

0.70%

MISSION WEALTH MANAGEMENT, LP

245.76K

Jun 30, 26

+28.99K

0.59%

ST GERMAIN D J CO INC

189.72K

Jun 30, 26

+3.66K

0.46%

CRUX WEALTH ADVISORS

79.97K

Jun 30, 26

-1.10K

0.19%

CX Institutional

72.33K

Jun 30, 26

-1.59K

0.17%

BSW Wealth Partners

61.43K

Jun 30, 26

-25.02K

0.15%

PARK AVENUE SECURITIES LLC

57.90K

Jun 30, 26

-1.51K

0.14%

Farther Finance Advisors, LLC

46.72K

Jun 30, 26

+24.90K

0.11%

CGN Advisors LLC

46.09K

Jun 30, 26

-433

0.11%

CANANDAIGUA NATIONAL BANK & TRUST CO

46.03K

Jun 30, 26

+46.03K

0.11%

Strategic Point Investment Advisors, LLC

44.65K

Jun 30, 26

+440

0.11%

Revolve Wealth Partners, LLC

44.59K

Jun 30, 26

-894

0.11%

Sincerus Advisory, LLC

37.59K

Jun 30, 26

-287

0.09%

Ledyard National Bank

33.72K

Jun 30, 26

+467

0.08%

Falcon Wealth Planning

32.41K

Jun 30, 26

-1.10K

0.08%

Bond & Devick Financial Network, Inc.

27.08K

Jun 30, 26

0.07%

Shotwell Rutter Baer Inc

26.48K

Jun 30, 26

+358

0.06%

Merit Financial Group, LLC

24.55K

Jun 30, 26

-1.96K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

24.52K

Jun 30, 26

+12.01K

0.06%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

21.76K

Jun 30, 26

+811

0.05%

PFG Investments, LLC

21.26K

Jun 30, 26

+8.73K

0.05%

FLAGSHIP HARBOR ADVISORS, LLC

19.40K

Jun 30, 26

+5.53K

0.05%

XY Planning Network, Inc.

19.25K

Jun 30, 26

+177

0.05%

SAGE FINANCIAL GROUP INC

16.68K

Jun 30, 26

+10

0.04%

Sage Advisory Services, Ltd.Co.

15.25K

Jun 30, 26

+93

0.04%

Focus Financial Network, Inc.

14.80K

Jun 30, 26

-557

0.04%

EVERGREEN CAPITAL MANAGEMENT LLC

12.90K

Jun 30, 26

+7.00K

0.03%

Apollon Wealth Management, LLC

11.99K

Jun 30, 26

0.03%

PENOBSCOT WEALTH MANAGEMENT

11.76K

Jun 30, 26

+2.45K

0.03%

Colorado Capital Management, Inc.

11.16K

Jun 30, 26

0.03%

First Pacific Financial

10.71K

Jun 30, 26

+55

0.03%

Confluence Wealth Services, Inc.

10.33K

Jun 30, 26

+59

0.02%

RTD Financial Advisors, Inc.

9.93K

Jun 30, 26

+52

0.02%

ETF Portfolio Partners, Inc.

9.80K

Jun 30, 26

-364

0.02%

RVW Wealth, LLC

9.53K

Jun 30, 26

+124

0.02%

DeDora Capital, Inc.

8.46K

Jun 30, 26

+320

0.02%

INSPIRION WEALTH ADVISORS, LLC

7.74K

Jun 30, 26

0.02%

Johnson Bixby & Associates, LLC

7.57K

Jun 30, 26

-25

0.02%

Trust Co

7.56K

Jun 30, 26

-474

0.02%

Onyx Bridge Wealth Group LLC

7.44K

Jun 30, 26

0.02%

Wolff Financial Management LLC

7.36K

Jun 30, 26

0.02%

Sequoia Financial Advisors, LLC

7.15K

Jun 30, 26

+7.15K

0.02%

Wealthcare Advisory Partners LLC

6.49K

Jun 30, 26

-178

0.02%

Snider Financial Group

6.45K

Jun 30, 26

0.02%

JGP Wealth Management, LLC

6.34K

Jun 30, 26

+243

0.02%

LIFELONG WEALTH ADVISORS, INC.

5.85K

Jun 30, 26

-524

0.01%

LOCKERMAN FINANCIAL GROUP, INC.

5.67K

Jun 30, 26

-2.79K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.27K

Jun 30, 26

+5.27K

0.01%

Fifth Third Wealth Advisors LLC

5.21K

Jun 30, 26

+5.21K

0.01%

Stewardship Advisors, LLC

4.91K

Jun 30, 26

0.01%

WARNER FINANCIAL, INC

4.76K

Jun 30, 26

+4.76K

0.01%

RFG Advisory, LLC

4.74K

Jun 30, 26

-6.01K

0.01%

Capital Advisors Wealth Management, LLC

4.51K

Jun 30, 26

0.01%

Foster Group, Inc.

4.49K

Jun 30, 26

-40

0.01%

Relyea Zuckerberg Hanson LLC

4.41K

Jun 30, 26

-752

0.01%

Fingerlakes Wealth Management, Inc.

4.40K

Jun 30, 26

+4.40K

0.01%

Crane Advisory, LLC

4.36K

Jun 30, 26

+4.36K

0.01%

Cape Investment Advisory, Inc.

2.46K

Jun 30, 26

+2.46K

0.01%

CoreCap Advisors, LLC

1.96K

Jun 30, 26

0.00%

Triumph Capital Management

766

Jun 30, 26

0.00%

Investors Research Corp

737

Jun 30, 26

-551

0.00%

IFP Advisors, Inc

484

Jun 30, 26

-1.33K

0.00%

Princeton Global Asset Management LLC

430

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

425

Jun 30, 26

0.00%

Clarity Asset Management, Inc.

Jun 30, 26

-32.26K

SeaCrest Wealth Management, LLC

Jun 30, 26

-8.06K

Scarborough Advisors, LLC

Jun 30, 26

-73

Envestnet Portfolio Solutions, Inc.

Jun 30, 26

-4.67K

Abacus Planning Group, Inc.

Jun 30, 26

-4.59K

DAGCO, INC.

Jun 30, 26

-2.18K

BANK OF AMERICA CORP /DE/

11.86M

Mar 31, 26

-798.93K

28.68%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.78M

Mar 31, 26

+4.78M

11.55%

JPMORGAN CHASE & CO

2.04M

Mar 31, 26

+12.26K

4.93%

LPL Financial LLC

1.90M

Mar 31, 26

+108.24K

4.59%

MORGAN STANLEY

1.28M

Mar 31, 26

+43.69K

3.09%

COMMONWEALTH EQUITY SERVICES, LLC

1.12M

Mar 31, 26

+118.83K

2.72%

ENVESTNET ASSET MANAGEMENT INC

1.05M

Mar 31, 26

+583.36K

2.55%

MERCER GLOBAL ADVISORS INC /ADV

540.56K

Mar 31, 26

-139.36K

1.31%

UBS Group AG

516.67K

Mar 31, 26

+5.48K

1.25%

Beacon Pointe Advisors, LLC

505.73K

Mar 31, 26

+66.20K

1.22%

Cambridge Investment Research Advisors, Inc.

456.63K

Mar 31, 26

-14.96K

1.10%

Bank of New York Mellon Corp

438.37K

Mar 31, 26

+94.73K

1.06%

CAPTRUST FINANCIAL ADVISORS

252.10K

Mar 31, 26

+13.99K

0.61%

RAYMOND JAMES FINANCIAL INC

250.88K

Mar 31, 26

+43.14K

0.61%

AMERIPRISE FINANCIAL INC

232.35K

Mar 31, 26

+4.84K

0.56%

Mariner, LLC

230.95K

Mar 31, 26

-3.34K

0.56%

Forefront Analytics, LLC

195.66K

Mar 31, 26

+54.28K

0.47%

Allworth Financial LP

184.19K

Mar 31, 26

-1.52K

0.45%

HighTower Advisors, LLC

173.27K

Mar 31, 26

+9.88K

0.42%

Cetera Investment Advisers

167.16K

Mar 31, 26

-22.09K

0.40%

THRIVENT FINANCIAL FOR LUTHERANS

154.24K

Mar 31, 26

+33.35K

0.37%

REGATTA CAPITAL GROUP, LLC

148.56K

Mar 31, 26

+9.29K

0.36%

EP Wealth Advisors, LLC

145.22K

Mar 31, 26

+51.32K

0.35%

One Capital Management, LLC

142.96K

Mar 31, 26

+26.65K

0.35%

FMR LLC

126.85K

Mar 31, 26

+11.81K

0.31%

ASSETMARK, INC

125.12K

Mar 31, 26

+5.92K

0.30%

TIAA TRUST, NATIONAL ASSOCIATION

121.96K

Mar 31, 26

-4.75M

0.30%

ROYAL BANK OF CANADA

121.61K

Mar 31, 26

-42.59K

0.29%

CI Private Wealth, LLC

109.11K

Mar 31, 26

-10.13K

0.26%

BRYN MAWR TRUST Co

108.67K

Mar 31, 26

+107

0.26%

Adviser Investments LLC

107.04K

Mar 31, 26

+321

0.26%

STALEY CAPITAL ADVISERS INC

100.00K

Mar 31, 26

0.24%

Vestmark Advisory Solutions, Inc.

98.34K

Mar 31, 26

-102.89K

0.24%

NewEdge Advisors, LLC

95.17K

Mar 31, 26

-11.40K

0.23%

Opes Wealth Management LLC

90.39K

Mar 31, 26

+1.23K

0.22%

rebel Financial LLC

89.32K

Mar 31, 26

+3.07K

0.22%

VICUS CAPITAL

87.82K

Mar 31, 26

-5.61K

0.21%

Savant Capital, LLC

86.07K

Mar 31, 26

-701

0.21%

Cresset Asset Management, LLC

82.47K

Mar 31, 26

+1.50K

0.20%

CRUX WEALTH ADVISORS

81.07K

Mar 31, 26

-204

0.20%

Plum Street Advisors, LLC

77.48K

Mar 31, 26

-47

0.19%

WELLS FARGO & COMPANY/MN

76.42K

Mar 31, 26

+30.82K

0.18%

Evolution Advisers, Inc.

75.62K

Mar 31, 26

+14.44K

0.18%

Equitable Holdings, Inc.

71.28K

Mar 31, 26

-2.24K

0.17%

Gateway Wealth Partners, LLC

69.56K

Mar 31, 26

+23.80K

0.17%

Invera Wealth Advisors, LLC

69.30K

Mar 31, 26

-17.54K

0.17%

Balanced Rock Investment Advisor

58.09K

Mar 31, 26

+409

0.14%

One Day In July LLC

54.88K

Mar 31, 26

-526

0.13%

STIFEL FINANCIAL CORP

53.55K

Mar 31, 26

-880

0.13%

Equita Financial Network, Inc.

52.80K

Mar 31, 26

+2.98K

0.13%

WILEY BROS.-AINTREE CAPITAL, LLC

49.80K

Mar 31, 26

+2.51K

0.12%

HSBC HOLDINGS PLC

49.70K

Mar 31, 26

+238

0.12%

CWM, LLC

47.83K

Mar 31, 26

+252

0.12%

CANANDAIGUA NATIONAL CORP

47.60K

Mar 31, 26

+47.60K

0.12%

BARTLETT & CO. WEALTH MANAGEMENT LLC

47.51K

Mar 31, 26

+47.51K

0.11%

OPPENHEIMER ASSET MANAGEMENT INC.

46.97K

Mar 31, 26

+1.53K

0.11%

Private Advisor Group, LLC

46.92K

Mar 31, 26

-2.50K

0.11%

BOKF, NA

45.61K

Mar 31, 26

-156

0.11%

Mascoma Wealth Management LLC

42.24K

Mar 31, 26

+34

0.10%

Kestra Advisory Services, LLC

41.91K

Mar 31, 26

+997

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

40.11K

Mar 31, 26

+9.20K

0.10%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

35.96K

Mar 31, 26

-13.43K

0.09%

ADVISOR GROUP HOLDINGS, INC.

35.92K

Mar 31, 26

-383

0.09%

Addison Advisors LLC

32.09K

Mar 31, 26

+5.06K

0.08%

UMB Bank, n.a.

30.86K

Mar 31, 26

-3.29K

0.07%

JOURNEY STRATEGIC WEALTH LLC

30.40K

Mar 31, 26

+911

0.07%

WealthShield Partners, LLC

30.23K

Mar 31, 26

+2.37K

0.07%

KINGSWOOD WEALTH ADVISORS, LLC

29.87K

Mar 31, 26

+927

0.07%

MML INVESTORS SERVICES, LLC

29.00K

Mar 31, 26

+1.54K

0.07%

Private Wealth Management Group, LLC

28.97K

Mar 31, 26

+690

0.07%

Curtis Advisory Group, LLC

28.54K

Mar 31, 26

+1.79K

0.07%

CHOREO, LLC

27.42K

Mar 31, 26

+1.75K

0.07%

Colony Group, LLC

25.63K

Mar 31, 26

-7.33K

0.06%

COMMERCE BANK

24.72K

Mar 31, 26

+556

0.06%

BAILARD, INC.

24.57K

Mar 31, 26

-357

0.06%

Wescott Financial Advisory Group, LLC

24.42K

Mar 31, 26

+235

0.06%

HARBOUR INVESTMENTS, INC.

23.72K

Mar 31, 26

+797

0.06%

Integrated Wealth Concepts LLC

22.88K

Mar 31, 26

+6.17K

0.06%

WNY Asset Management, LLC

20.80K

Mar 31, 26

+20.80K

0.05%

GTS SECURITIES LLC

20.76K

Mar 31, 26

+6.72K

0.05%

Ameritas Investment Partners, Inc.

20.36K

Mar 31, 26

+1.25K

0.05%

Milestone Investment Advisors LLC

19.91K

Mar 31, 26

+7.77K

0.05%

Diversified Portfolios, Inc.

19.29K

Mar 31, 26

+88

0.05%

Laurel Wealth Planning LLC

19.02K

Mar 31, 26

+103

0.05%

FIRST BUSINESS FINANCIAL SERVICES, INC.

18.93K

Mar 31, 26

-254

0.05%

McAdam, LLC

17.91K

Mar 31, 26

+299

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.83K

Mar 31, 26

-124

0.04%

Tradition Wealth Management, LLC

17.40K

Mar 31, 26

-107

0.04%

NorthRock Partners, LLC

17.37K

Mar 31, 26

-1.50K

0.04%

Rockefeller Capital Management L.P.

17.32K

Mar 31, 26

-1.29K

0.04%

Modern Wealth Management, LLC

17.05K

Mar 31, 26

-3.94K

0.04%

Advisory Services Network, LLC

16.67K

Mar 31, 26

-100

0.04%

CENTRAL TRUST Co

16.13K

Mar 31, 26

-307

0.04%

Belpointe Asset Management LLC

15.87K

Mar 31, 26

-7.08K

0.04%

Sage Advisory Services, Ltd.Co.

15.16K

Mar 31, 26

+413

0.04%

Walkner Condon Financial Advisors LLC

14.12K

Mar 31, 26

-134

0.03%

GOLDMAN SACHS GROUP INC

14.09K

Mar 31, 26

-68.23K

0.03%

TRUIST FINANCIAL CORP

13.85K

Mar 31, 26

-116

0.03%

Per Stirling Capital Management, LLC.

13.81K

Mar 31, 26

+316

0.03%

Cerity Partners LLC

13.79K

Mar 31, 26

-270

0.03%

BlueStem Wealth Partners, LLC

13.22K

Mar 31, 26

-6.43K

0.03%

FLPUTNAM INVESTMENT MANAGEMENT CO

13.12K

Mar 31, 26

-1.82K

0.03%

DDFG, Inc

12.88K

Mar 31, 26

+221

0.03%

Mutual Advisors, LLC

12.66K

Mar 31, 26

+4.03K

0.03%

PFG Investments, LLC

12.53K

Mar 31, 26

+1.31K

0.03%

Paulson Wealth Management Inc.

12.49K

Mar 31, 26

0.03%

Legacy Financial Advisors, Inc.

12.48K

Mar 31, 26

-1.45K

0.03%

McIlrath & Eck, LLC

12.12K

Mar 31, 26

-77

0.03%

Rossby Financial, LCC

12.03K

Mar 31, 26

-713

0.03%

D.A. DAVIDSON & CO.

12.02K

Mar 31, 26

-218

0.03%

Apollon Wealth Management, LLC

11.99K

Mar 31, 26

0.03%

VERUS CAPITAL PARTNERS, LLC

11.98K

Mar 31, 26

+2.32K

0.03%

Investor's Fiduciary Advisor Network, LLC

11.90K

Mar 31, 26

-1.46K

0.03%

ABOUND FINANCIAL, LLC

11.84K

Mar 31, 26

-2.58K

0.03%

US BANCORP \DE\

11.80K

Mar 31, 26

-849

0.03%

FLOW TRADERS U.S. LLC

11.66K

Mar 31, 26

+11.66K

0.03%

AMERICAN FINANCIAL & TAX STRATEGIES INC

11.39K

Mar 31, 26

-11

0.03%

VestGen Advisors, LLC

11.02K

Mar 31, 26

-1.97K

0.03%

Steward Partners Investment Advisory, LLC

10.72K

Mar 31, 26

+333

0.03%

Maia Wealth LLC

10.65K

Mar 31, 26

-16

0.03%

Independent Advisor Alliance

10.28K

Mar 31, 26

+10.28K

0.02%

Stratos Wealth Partners, LTD.

9.61K

Mar 31, 26

+2.46K

0.02%

Chicago Partners Investment Group LLC

9.53K

Mar 31, 26

-70

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

9.42K

Mar 31, 26

-428

0.02%

Clarity Wealth Development LLC

9.25K

Mar 31, 26

-345

0.02%

Estate Counselors, LLC

9.19K

Mar 31, 26

+9.19K

0.02%

Trademark Financial Management, LLC

9.17K

Mar 31, 26

-347

0.02%

Trek Financial, LLC

8.44K

Mar 31, 26

-344

0.02%

Savvy Advisors, Inc.

8.23K

Mar 31, 26

-2.13K

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

8.21K

Mar 31, 26

+332

0.02%

Western Wealth Management, LLC

8.08K

Mar 31, 26

+424

0.02%

Sanctuary Advisors, LLC

7.97K

Mar 31, 26

-2.58K

0.02%

Columbia River Financial Group, LLC

7.88K

Mar 31, 26

0.02%

Modera Wealth Management, LLC

7.80K

Mar 31, 26

-370

0.02%

Brinker Capital Investments, LLC

7.80K

Mar 31, 26

+245

0.02%

Perigon Wealth Management, LLC

7.77K

Mar 31, 26

+1.16K

0.02%

Parkside Financial Bank & Trust

7.57K

Mar 31, 26

0.02%

Creative Planning

7.44K

Mar 31, 26

0.02%

Onyx Bridge Wealth Group LLC

7.44K

Mar 31, 26

0.02%

TD Waterhouse Canada Inc.

7.33K

Mar 31, 26

+484

0.02%

Legacy Financial Group LLC

7.25K

Mar 31, 26

-505

0.02%

Kelman-Lazarov, Inc.

7.12K

Mar 31, 26

0.02%

Riverwater Partners LLC

6.94K

Mar 31, 26

+398

0.02%

Lido Advisors, LLC

6.75K

Mar 31, 26

-160

0.02%

Compton Financial Group, LLC

6.26K

Mar 31, 26

-104

0.02%

MAI Capital Management

6.15K

Mar 31, 26

0.01%

MARINO, STRAM & ASSOCIATES LLC

6.11K

Mar 31, 26

-158

0.01%

Ashton Thomas Private Wealth, LLC

6.09K

Mar 31, 26

+17

0.01%

Tortoise Investment Management, LLC

6.01K

Mar 31, 26

-600

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

5.90K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

5.88K

Mar 31, 26

-2.00K

0.01%

XTX Topco Ltd

5.84K

Mar 31, 26

+5.84K

0.01%

Rede Wealth, LLC

5.79K

Mar 31, 26

+126

0.01%

CARRET ASSET MANAGEMENT, LLC

5.45K

Mar 31, 26

0.01%

RHS Financial, LLC

5.26K

Mar 31, 26

-41

0.01%

Argyle Capital Partners, LLC

5.16K

Mar 31, 26

0.01%

EQ WEALTH ADVISORS, LLC

5.15K

Mar 31, 26

-284

0.01%

Tower Research Capital LLC (TRC)

5.08K

Mar 31, 26

+5.08K

0.01%

Occidental Asset Management, LLC

5.06K

Mar 31, 26

0.01%

Hilltop Partners LLC

5.03K

Mar 31, 26

-132

0.01%

Triad Wealth Partners, LLC

5.03K

Mar 31, 26

-784

0.01%

Vantage Point Financial LLC

5.03K

Mar 31, 26

-784

0.01%

Keener Financial Planning LLC

4.94K

Mar 31, 26

-21

0.01%

Atomi Financial Group, Inc.

4.91K

Mar 31, 26

-1.10K

0.01%

Avantax Planning Partners, Inc.

4.91K

Mar 31, 26

-325

0.01%

DENVER WEALTH MANAGEMENT, INC.

4.74K

Mar 31, 26

-703

0.01%

IHT Wealth Management, LLC

4.71K

Mar 31, 26

+4.71K

0.01%

Key FInancial Inc

4.68K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

4.53K

Mar 31, 26

+4.53K

0.01%

Capital Advisors Wealth Management, LLC

4.51K

Mar 31, 26

0.01%

OneAscent Financial Services LLC

4.48K

Mar 31, 26

-19

0.01%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

4.25K

Mar 31, 26

+271

0.01%

Atlantic Union Bankshares Corp

3.97K

Mar 31, 26

0.01%

SRS Capital Advisors, Inc.

3.69K

Mar 31, 26

0.01%

MATHER GROUP, LLC.

3.64K

Mar 31, 26

+3.64K

0.01%

FIFTH THIRD BANCORP

3.63K

Mar 31, 26

+3.63K

0.01%

AE Wealth Management LLC

3.28K

Mar 31, 26

+3.28K

0.01%

Orion Capital Management LLC

2.61K

Mar 31, 26

+1.24K

0.01%

BLAIR WILLIAM & CO/IL

2.43K

Mar 31, 26

0.01%

Aptus Capital Advisors, LLC

2.06K

Mar 31, 26

0.00%

Westfuller Advisors, LLC

1.97K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.88K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

1.58K

Mar 31, 26

-409

0.00%

Hanson & Doremus Investment Management

1.53K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

1.45K

Mar 31, 26

-609

0.00%

NATIONAL BANK OF CANADA /FI/

1.39K

Mar 31, 26

0.00%

Front Row Advisors LLC

1.16K

Mar 31, 26

0.00%

Waverly Advisors, LLC

944

Mar 31, 26

+944

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

740

Mar 31, 26

+496

0.00%

BOK Financial Private Wealth, Inc.

635

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

608

Mar 31, 26

+608

0.00%

Kingdom Financial Group LLC.

608

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

382

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

233

Mar 31, 26

+18

0.00%

GW&K Investment Management, LLC

230

Mar 31, 26

+230

0.00%

VANGUARD ADVISERS INC

212

Mar 31, 26

+212

0.00%

Federation des caisses Desjardins du Quebec

181

Mar 31, 26

-35

0.00%

EverSource Wealth Advisors, LLC

170

Mar 31, 26

0.00%

Capitol Family Office, Inc.

134

Mar 31, 26

0.00%

Redwood Park Advisors LLC

111

Mar 31, 26

0.00%

CITIGROUP INC

100

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Fountainhead AM, LLC

Mar 31, 26

-43

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-5

0.00%

Cheviot Value Management, LLC

Mar 31, 26

0.00%

Institute for Wealth Management, LLC.

Mar 31, 26

-6.05K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-19.49K

WASHINGTON TRUST Co

Mar 31, 26

-10.26K

Betterment LLC

Mar 31, 26

-4.83K

Cape Investment Advisory, Inc.

Mar 31, 26

-2.87K

Fund Evaluation Group, LLC

Mar 31, 26

-205.53K

Concord Wealth Partners

Mar 31, 26

-4.87K

RMG Wealth Management LLC

Mar 31, 26

-2.92K

Wealth Watch Advisors, INC

Mar 31, 26

-180

Capital Analysts, LLC

Mar 31, 26

-15.31K

O'Brien Wealth Partners LLC

270.18K

Dec 31, 25

+1.89K

0.65%

LongView Asset Management LLC

51.83K

Dec 31, 25

-2.53K

0.13%

COMERICA BANK

3.22K

Dec 31, 25

-2.00K

0.01%

Global Retirement Partners, LLC

633

Dec 31, 25

-262

0.00%

AllSquare Wealth Management LLC

156

Sep 30, 25

0.00%

Money Design Co.,Ltd.

201.10K

Jun 30, 25

-10.60K

0.49%

PrairieView Partners, LLC

30.77K

Jun 30, 25

-23

0.07%

Better Money Decisions, LLC

20.52K

Jun 30, 25

+685

0.05%

AVANTAX ADVISORY SERVICES, INC.

15.70K

Jun 30, 25

+95

0.04%

Atria Wealth Solutions, Inc.

5.39K

Jun 30, 25

+5.39K

0.01%

Orion Portfolio Solutions, LLC

5.58K

Mar 31, 25

+5.58K

0.01%

HTLF Bank

20.03K

Dec 31, 24

0.05%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-7.05K

Raymond James Financial Services Advisors, Inc.

269.76K

Sep 30, 24

+850

0.65%

RAYMOND JAMES & ASSOCIATES

46.34K

Sep 30, 24

+527

0.11%

CIC Wealth, LLC

6.98K

Sep 30, 24

0.02%

Carmichael Hill & Associates, Inc.

210

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

19.00K

Jun 30, 24

+7.16K

0.05%

Relative Value Partners Group, LLC

14.88K

Jun 30, 24

+14.88K

0.04%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.56K

Cetera Advisors LLC

134.77K

Mar 31, 24

+126.00K

0.33%

Cetera Advisor Networks LLC

27.92K

Mar 31, 24

+180

0.07%

Perella Weinberg Partners Capital Management LP

Mar 31, 24

-545.91K

Baystate Wealth Management LLC

96.24K

Dec 31, 23

+5.49K

0.23%

FOCUS FINANCIAL NETWORK INC /ADV

24.61K

Dec 31, 23

+24.61K

0.06%

DB Wealth Management Group, LLC

1.69K

Dec 31, 23

+1.06K

0.00%

ROPES WEALTH ADVISORS LLC

174.48K

Sep 30, 23

-2.96K

0.42%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

57.64K

Sep 30, 23

-9.51K

0.14%

DUBUQUE BANK & TRUST CO

8.53K

Sep 30, 23

+8.53K

0.02%

TIAA, FSB

4.69M

Jun 30, 23

-110.12K

11.34%

PFS INVESTMENTS INC.

52.06K

Jun 30, 23

-618

0.13%

Financial Architects, Inc

26.08K

Jun 30, 23

-855

0.06%

TimeScale Financial, Inc.

2.49K

Jun 30, 23

0.01%

HARVEST GROUP WEALTH MANAGEMENT, LLC

30.20K

Mar 31, 23

-2.56K

0.07%

Baldrige Asset Management LLC

13.74K

Mar 31, 23

+404

0.03%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-41

0.00%

REGENTATLANTIC CAPITAL LLC

134.15K

Sep 30, 22

+7.63K

0.32%

American Portfolios Advisors

13.78K

Sep 30, 22

-1.09K

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

12.36K

Sep 30, 22

+12.36K

0.03%

WIPFLI FINANCIAL ADVISORS LLC,

2.71K

Sep 30, 22

+2.71K

0.01%

Covington Capital Management

275

Sep 30, 22

0.00%

Fieldpoint Private Securities, LLC

1.25K

Jun 30, 22

+1.25K

0.00%

Pinnacle Private Wealth, LLC

Jun 30, 22

-6.98K

Personal Wealth Partners

Mar 31, 22

-5.17K

REILLY FINANCIAL ADVISORS, LLC

2.39K

Dec 31, 21

0.01%

Harborview Advisors, LLC

29.90K

Sep 30, 21

+1.20K

0.07%

BINGHAM OSBORN & SCARBOROUGH LLC

11.06K

Sep 30, 21

0.03%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

35.24K

Dec 31, 20

+35.24K

0.09%

Winslow, Evans & Crocker, Inc.

1.05K

Dec 31, 20

+1.05K

0.00%

First Allied Advisory Services, Inc.

27.86K

Sep 30, 20

+437

0.07%

Stearns Financial Services Group

24.68K

Sep 30, 20

+6.44K

0.06%

LifePlan Financial Group, Inc

1.18K

Sep 30, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.01K

Dec 31, 19

+2.38K

0.03%

Advisor Group, Inc.

1.82K

Dec 31, 19

-2.72K

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

934

Sep 30, 18

+934

0.00%

Virtu KCG Holdings LLC

18.33K

Jun 30, 17

-14.56K

0.04%