Nuveen ESG Small-Cap(NUSC)

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Nuveen ESG Small-Cap(NUSC)

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NUSC(NUSC)

NUSC

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Institutional Ownership

Top 337 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	3.88M	Mar 31, 26	-2.29M	15.27%
MERCER GLOBAL ADVISORS INC /ADV	1.72M	Mar 31, 26	+241.76K	6.78%
Abacus Wealth Partners, LLC	1.43M	Mar 31, 26	+28.65K	5.65%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.25M	Mar 31, 26	+1.25M	4.94%
ROYAL BANK OF CANADA	1.06M	Mar 31, 26	+19.72K	4.16%
MORGAN STANLEY	1.05M	Mar 31, 26	-22.84K	4.12%
MISSION WEALTH MANAGEMENT, LP	830.71K	Mar 31, 26	+12.28K	3.27%
LPL Financial LLC	819.75K	Mar 31, 26	+221.04K	3.23%
UBS Group AG	743.71K	Mar 31, 26	+405.05K	2.93%
Boston Common Asset Management, LLC	424.78K	Mar 31, 26	-20.04K	1.67%
Bank of New York Mellon Corp	359.91K	Mar 31, 26	+8.61K	1.42%
North Berkeley Wealth Management, LLC	293.85K	Mar 31, 26	+8.15K	1.16%
First Pacific Financial	265.03K	Mar 31, 26	-355	1.04%
CI Private Wealth, LLC	262.44K	Mar 31, 26	+5.95K	1.03%
ASSETMARK, INC	261.82K	Mar 31, 26	+2.33K	1.03%
Creative Planning	260.46K	Mar 31, 26	+26.16K	1.03%
WCG Wealth Advisors LLC	222.00K	Mar 31, 26	+387	0.87%
FMR LLC	220.25K	Mar 31, 26	+21.71K	0.87%
WELLS FARGO & COMPANY/MN	212.06K	Mar 31, 26	+3.83K	0.84%
COLDSTREAM CAPITAL MANAGEMENT INC	181.62K	Mar 31, 26	-11.08K	0.72%
STIFEL FINANCIAL CORP	167.75K	Mar 31, 26	+4.50K	0.66%
AMERIPRISE FINANCIAL INC	149.43K	Mar 31, 26	-2.93K	0.59%
Allworth Financial LP	136.21K	Mar 31, 26	-359	0.54%
Colorado Capital Management, Inc.	134.75K	Mar 31, 26	+4.03K	0.53%
DeDora Capital, Inc.	134.32K	Mar 31, 26	+1.75K	0.53%
ENVESTNET ASSET MANAGEMENT INC	130.59K	Mar 31, 26	+43.16K	0.51%
Allodium Investment Consultants, LLC	122.71K	Mar 31, 26	-13.61K	0.48%
JONES FINANCIAL COMPANIES LLLP	116.45K	Mar 31, 26	+29.45K	0.46%
Palisades Hudson Asset Management, L.P.	112.15K	Mar 31, 26	+4.18K	0.44%
Beacon Pointe Advisors, LLC	109.73K	Mar 31, 26	+5.80K	0.43%
EP Wealth Advisors, LLC	106.09K	Mar 31, 26	+98.12K	0.42%
CAPTRUST FINANCIAL ADVISORS	104.99K	Mar 31, 26	+8.13K	0.41%
Cetera Investment Advisers	101.77K	Mar 31, 26	+3.69K	0.40%
COMMONWEALTH EQUITY SERVICES, LLC	97.92K	Mar 31, 26	-24.27K	0.39%
Rockefeller Capital Management L.P.	85.15K	Mar 31, 26	-311	0.34%
Ameritas Advisory Services, LLC	83.68K	Mar 31, 26	-1.15K	0.33%
JPMORGAN CHASE & CO	82.28K	Mar 31, 26	+12.12K	0.32%
RAYMOND JAMES FINANCIAL INC	82.23K	Mar 31, 26	-132.12K	0.32%
BSW Wealth Partners	80.35K	Mar 31, 26	-2.48K	0.32%
Rossby Financial, LCC	75.60K	Mar 31, 26	-2.20K	0.30%
Cambridge Investment Research Advisors, Inc.	71.30K	Mar 31, 26	-76	0.28%
Clarity Wealth Development LLC	71.28K	Mar 31, 26	+557	0.28%
ST GERMAIN D J CO INC	65.05K	Mar 31, 26	+1.58K	0.26%
SilverOak Wealth Management LLC	61.75K	Mar 31, 26	+892	0.24%
UBS ASSET MANAGEMENT AMERICAS INC	58.82K	Mar 31, 26	+58.82K	0.23%
NewEdge Advisors, LLC	58.10K	Mar 31, 26	-8.99K	0.23%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	57.05K	Mar 31, 26	-34.93K	0.22%
Adviser Investments LLC	54.69K	Mar 31, 26	-744	0.22%
Arlington Financial Advisors, LLC	54.51K	Mar 31, 26	-1.78K	0.21%
Wescott Financial Advisory Group, LLC	51.51K	Mar 31, 26	-471	0.20%
XY Planning Network, Inc.	50.55K	Mar 31, 26	+1.28K	0.20%
IMPACTfolio, LLC	45.63K	Mar 31, 26	+526	0.18%
Corundum Group, Inc.	45.35K	Mar 31, 26	-787	0.18%
WHITTIER TRUST CO	42.81K	Mar 31, 26	-10.75K	0.17%
Modera Wealth Management, LLC	42.08K	Mar 31, 26	-4.81K	0.17%
LAZARD ASSET MANAGEMENT LLC	41.90K	Mar 31, 26	--	0.17%
Modern Wealth Management, LLC	39.38K	Mar 31, 26	-5.87K	0.16%
Stonehearth Capital Management, LLC	39.12K	Mar 31, 26	-2.86K	0.15%
WHITTIER TRUST CO OF NEVADA INC	39.02K	Mar 31, 26	-1.62K	0.15%
Westfuller Advisors, LLC	36.68K	Mar 31, 26	+25	0.14%
HM PAYSON & CO	35.39K	Mar 31, 26	+30.04K	0.14%
TIAA TRUST, NATIONAL ASSOCIATION	33.12K	Mar 31, 26	-1.35M	0.13%
WealthShield Partners, LLC	32.55K	Mar 31, 26	+2.23K	0.13%
Pioneer Wealth Management Group	32.45K	Mar 31, 26	-1.23K	0.13%
Revolve Wealth Partners, LLC	32.39K	Mar 31, 26	-225	0.13%
Pathstone Holdings, LLC	32.28K	Mar 31, 26	--	0.13%
Mariner, LLC	31.99K	Mar 31, 26	+8.87K	0.13%
Stewardship Advisors, LLC	31.17K	Mar 31, 26	+1.79K	0.12%
HighTower Advisors, LLC	30.94K	Mar 31, 26	+1.26K	0.12%
Equita Financial Network, Inc.	28.29K	Mar 31, 26	+2.52K	0.11%
One Capital Management, LLC	27.80K	Mar 31, 26	+2.62K	0.11%
GOLDMAN SACHS GROUP INC	27.40K	Mar 31, 26	+27.40K	0.11%
Colony Group, LLC	27.03K	Mar 31, 26	-156	0.11%
Brio Consultants, LLC	26.86K	Mar 31, 26	+7.62K	0.11%
Equitable Holdings, Inc.	26.67K	Mar 31, 26	-1.29K	0.11%
Walkner Condon Financial Advisors LLC	26.15K	Mar 31, 26	+617	0.10%
CITADEL ADVISORS LLC	24.01K	Mar 31, 26	+24.01K	0.09%
Neumann Capital Management, LLC	23.52K	Mar 31, 26	-100	0.09%
SGL Investment Advisors, Inc.	22.84K	Mar 31, 26	+2.22K	0.09%
Diversified Enterprises, LLC	22.22K	Mar 31, 26	+1.88K	0.09%
HARBOUR INVESTMENTS, INC.	22.01K	Mar 31, 26	-5.29K	0.09%
OPPENHEIMER ASSET MANAGEMENT INC.	21.86K	Mar 31, 26	+1.10K	0.09%
UMB Bank, n.a.	21.19K	Mar 31, 26	+246	0.08%
Betterment LLC	20.98K	Mar 31, 26	-148	0.08%
GeoWealth Management, LLC	20.44K	Mar 31, 26	-3.31K	0.08%
Evolution Advisers, Inc.	20.22K	Mar 31, 26	+4.19K	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20.08K	Mar 31, 26	+2.33K	0.08%
Silver Oak Advisory Group, Inc.	19.43K	Mar 31, 26	-1.55K	0.08%
VICUS CAPITAL	19.02K	Mar 31, 26	-1.54K	0.07%
RTD Financial Advisors, Inc.	19.00K	Mar 31, 26	+1.40K	0.07%
Addison Advisors LLC	18.64K	Mar 31, 26	-3.92K	0.07%
RVW Wealth, LLC	18.36K	Mar 31, 26	-30	0.07%
Independent Advisor Alliance	17.80K	Mar 31, 26	+17.80K	0.07%
PFG Investments, LLC	17.65K	Mar 31, 26	+10.26K	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	16.86K	Mar 31, 26	-550	0.07%
Midwest Trust Co	16.70K	Mar 31, 26	--	0.07%
Bragg Financial Advisors, Inc	16.36K	Mar 31, 26	+896	0.06%
White Lighthouse Investment Management Inc.	15.99K	Mar 31, 26	+50	0.06%
BOKF, NA	15.71K	Mar 31, 26	+22	0.06%
CX Institutional	15.66K	Mar 31, 26	-372	0.06%
Mutual Advisors, LLC	15.57K	Mar 31, 26	-133	0.06%
Affiance Financial, LLC	15.42K	Mar 31, 26	+15.42K	0.06%
ADVISOR GROUP HOLDINGS, INC.	15.23K	Mar 31, 26	-4.12K	0.06%
Private Advisor Group, LLC	15.17K	Mar 31, 26	+4.83K	0.06%
SK Wealth Management, LLC	14.70K	Mar 31, 26	-921	0.06%
TriaGen Wealth Management LLC	14.47K	Mar 31, 26	-849	0.06%
Shotwell Rutter Baer Inc	14.41K	Mar 31, 26	-23	0.06%
Bensler, LLC	14.38K	Mar 31, 26	+2.15K	0.06%
Stratos Wealth Partners, LTD.	14.10K	Mar 31, 26	--	0.06%
NATIXIS ADVISORS, L.P.	14.04K	Mar 31, 26	+1.25K	0.06%
Cresset Asset Management, LLC	13.65K	Mar 31, 26	--	0.05%
Laurel Wealth Planning LLC	13.58K	Mar 31, 26	-543	0.05%
Destination Wealth Management	13.41K	Mar 31, 26	--	0.05%
Tradition Wealth Management, LLC	12.36K	Mar 31, 26	-92	0.05%
Savant Capital, LLC	12.14K	Mar 31, 26	--	0.05%
Painted Porch Advisors LLC	11.62K	Mar 31, 26	-1.72K	0.05%
Golden State Equity Partners	11.40K	Mar 31, 26	+3.68K	0.04%
D.A. DAVIDSON & CO.	10.96K	Mar 31, 26	+58	0.04%
Brinker Capital Investments, LLC	10.91K	Mar 31, 26	-1.49K	0.04%
PARK AVENUE SECURITIES LLC	10.91K	Mar 31, 26	+10.91K	0.04%
Falcon Wealth Planning	10.59K	Mar 31, 26	-642	0.04%
Schneider Downs Wealth Management Advisors, LP	10.48K	Mar 31, 26	+284	0.04%
FRANKLIN RESOURCES INC	10.44K	Mar 31, 26	--	0.04%
Dynamic Advisor Solutions LLC	10.24K	Mar 31, 26	-5.32K	0.04%
Carr Financial Group Corp	10.22K	Mar 31, 26	--	0.04%
NATURAL INVESTMENTS, LLC	10.15K	Mar 31, 26	+425	0.04%
Relyea Zuckerberg Hanson LLC	10.07K	Mar 31, 26	--	0.04%
Apollon Wealth Management, LLC	9.65K	Mar 31, 26	+1.55K	0.04%
Vestmark Advisory Solutions, Inc.	9.59K	Mar 31, 26	-9.84K	0.04%
Integrated Wealth Concepts LLC	9.58K	Mar 31, 26	+3.65K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	9.50K	Mar 31, 26	-6.35K	0.04%
TRUST CO OF TOLEDO NA /OH/	9.47K	Mar 31, 26	--	0.04%
McNamara Financial Services, Inc.	9.20K	Mar 31, 26	-125	0.04%
McClarren Financial Advisors, Inc.	9.13K	Mar 31, 26	+4.07K	0.04%
ANB BANK	9.03K	Mar 31, 26	+9.03K	0.04%
Resonant Capital Advisors, LLC	8.94K	Mar 31, 26	-46	0.04%
Capasso Planning Partners LLC	8.82K	Mar 31, 26	-664	0.03%
Acropolis Investment Management, LLC	8.70K	Mar 31, 26	-95	0.03%
Chicago Partners Investment Group LLC	8.68K	Mar 31, 26	-863	0.03%
Balanced Rock Investment Advisor	8.59K	Mar 31, 26	-358	0.03%
PACIFIC SUN FINANCIAL CORP	8.55K	Mar 31, 26	-745	0.03%
Capital Management Associates, Inc	8.39K	Mar 31, 26	--	0.03%
Gerber Kawasaki Wealth & Investment Management	8.34K	Mar 31, 26	-150	0.03%
Perigon Wealth Management, LLC	8.33K	Mar 31, 26	-123	0.03%
MAI Capital Management	8.26K	Mar 31, 26	+333	0.03%
Consolidated Planning Corp	8.15K	Mar 31, 26	-106	0.03%
WEST BANCORPORATION INC	7.99K	Mar 31, 26	--	0.03%
Klaas Financial Asset Advisors, LLC	7.93K	Mar 31, 26	-25.33K	0.03%
Curtis Advisory Group, LLC	7.87K	Mar 31, 26	--	0.03%
Stordahl Capital Management, Inc.	7.87K	Mar 31, 26	-215	0.03%
Merit Financial Group, LLC	7.69K	Mar 31, 26	-1.33K	0.03%
Bond & Devick Financial Network, Inc.	7.66K	Mar 31, 26	--	0.03%
New Insight Wealth Advisors	7.66K	Mar 31, 26	-728	0.03%
CGC Financial Services, LLC	7.40K	Mar 31, 26	+179	0.03%
Smart Portfolios, LLC	7.39K	Mar 31, 26	+177	0.03%
Values Added Financial LLC	7.36K	Mar 31, 26	-249	0.03%
LexAurum Advisors, LLC	7.33K	Mar 31, 26	+7.33K	0.03%
Capital Advantage, Inc.	7.25K	Mar 31, 26	+355	0.03%
SAGE FINANCIAL GROUP INC	7.13K	Mar 31, 26	--	0.03%
Harrington Investments, INC	7.10K	Mar 31, 26	-400	0.03%
Trust Co	7.07K	Mar 31, 26	-819	0.03%
PFG Advisors	7.01K	Mar 31, 26	-329	0.03%
Marshall & Sterling Wealth Advisors Inc.	6.94K	Mar 31, 26	-235	0.03%
MML INVESTORS SERVICES, LLC	6.67K	Mar 31, 26	-1.87K	0.03%
Kelman-Lazarov, Inc.	6.10K	Mar 31, 26	-25	0.02%
Farther Finance Advisors, LLC	6.09K	Mar 31, 26	-205	0.02%
Eqis Capital Management, Inc.	5.89K	Mar 31, 26	-550	0.02%
FIRST MANHATTAN CO. LLC.	5.80K	Mar 31, 26	--	0.02%
Baird Financial Group, Inc.	5.76K	Mar 31, 26	-4.18K	0.02%
Columbia River Financial Group, LLC	5.68K	Mar 31, 26	--	0.02%
Fortis Capital Advisors, LLC	5.52K	Mar 31, 26	+5.52K	0.02%
Belpointe Asset Management LLC	5.52K	Mar 31, 26	+5.52K	0.02%
VestGen Advisors, LLC	5.51K	Mar 31, 26	-604	0.02%
McAdam, LLC	5.41K	Mar 31, 26	-79	0.02%
SIGNET FINANCIAL MANAGEMENT, LLC	5.38K	Mar 31, 26	--	0.02%
Summit Financial, LLC	5.38K	Mar 31, 26	+5.38K	0.02%
FLAGSTAR ADVISORS INC.	5.30K	Mar 31, 26	-490	0.02%
Financial Insights, Inc.	5.25K	Mar 31, 26	-10	0.02%
CWC Advisors, LLC.	5.16K	Mar 31, 26	--	0.02%
ARROW FINANCIAL CORP	5.15K	Mar 31, 26	--	0.02%
MCCARTER PRIVATE WEALTH SERVICES LLC	5.08K	Mar 31, 26	+5.08K	0.02%
BridgePort Financial Solutions, LLC	5.08K	Mar 31, 26	-131	0.02%
SOA Wealth Advisors, LLC.	5.04K	Mar 31, 26	-904	0.02%
Argyle Capital Partners, LLC	5.00K	Mar 31, 26	-136	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	4.92K	Mar 31, 26	+1.71K	0.02%
BlueStem Wealth Partners, LLC	4.89K	Mar 31, 26	-1.91K	0.02%
Stonebridge Financial Group, LLC	4.82K	Mar 31, 26	-467	0.02%
Ipsen Advisor Group LLC	4.81K	Mar 31, 26	-3.82K	0.02%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	4.80K	Mar 31, 26	+83	0.02%
ENDEAVOR PRIVATE WEALTH, INC.	4.78K	Mar 31, 26	--	0.02%
Sage Mountain Advisors LLC	4.72K	Mar 31, 26	--	0.02%
VERUS CAPITAL PARTNERS, LLC	4.66K	Mar 31, 26	+4.66K	0.02%
Petros Family Wealth, LLC	4.66K	Mar 31, 26	+4.66K	0.02%
Continuum Advisory, LLC	4.51K	Mar 31, 26	--	0.02%
ABOUND FINANCIAL, LLC	4.11K	Mar 31, 26	-331	0.02%
Harbor Asset Planning, Inc.	4.03K	Mar 31, 26	--	0.02%
Larson Financial Group LLC	3.77K	Mar 31, 26	-680	0.01%
Evergreen Private Wealth LLC	3.29K	Mar 31, 26	-8.73K	0.01%
Arkos Global Advisors	3.28K	Mar 31, 26	+3.28K	0.01%
RMG Wealth Management LLC	3.24K	Mar 31, 26	+1.55K	0.01%
Western Wealth Management, LLC	3.23K	Mar 31, 26	+3.23K	0.01%
Manchester Capital Management LLC	3.20K	Mar 31, 26	--	0.01%
BLAIR WILLIAM & CO/IL	3.20K	Mar 31, 26	+44	0.01%
Greykasell Wealth Strategies, Inc.	2.97K	Mar 31, 26	--	0.01%
US BANCORP \DE\	2.94K	Mar 31, 26	+335	0.01%
McIlrath & Eck, LLC	2.87K	Mar 31, 26	-30	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.77K	Mar 31, 26	+274	0.01%
Steward Partners Investment Advisory, LLC	2.54K	Mar 31, 26	+225	0.01%
Advisory Services Network, LLC	2.53K	Mar 31, 26	-18.17K	0.01%
Millstone Evans Group, LLC	2.51K	Mar 31, 26	-204	0.01%
IAG Wealth Partners, LLC	1.87K	Mar 31, 26	--	0.01%
Clarity Asset Management, Inc.	1.69K	Mar 31, 26	--	0.01%
Aptus Capital Advisors, LLC	1.69K	Mar 31, 26	--	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1.63K	Mar 31, 26	+1.17K	0.01%
CWM, LLC	1.50K	Mar 31, 26	--	0.01%
Glen Eagle Advisors, LLC	1.46K	Mar 31, 26	--	0.01%
Milestone Investment Advisors LLC	1.43K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	1.36K	Mar 31, 26	+407	0.01%
ZRC WEALTH MANAGEMENT, LLC	1.03K	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	856	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	831	Mar 31, 26	+831	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	578	Mar 31, 26	+122	0.00%
FIRST UNITED BANK & TRUST	540	Mar 31, 26	--	0.00%
MOTCO	489	Mar 31, 26	--	0.00%
Winthrop Capital Management, LLC	452	Mar 31, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	410	Mar 31, 26	--	0.00%
Noble Wealth Management PBC	400	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	375	Mar 31, 26	+375	0.00%
Orion Capital Management LLC	347	Mar 31, 26	+175	0.00%
AMERIFLEX GROUP, INC.	341	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	334	Mar 31, 26	--	0.00%
Crewe Advisors LLC	329	Mar 31, 26	--	0.00%
BOK Financial Private Wealth, Inc.	322	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	320	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	250	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	227	Mar 31, 26	--	0.00%
CITIGROUP INC	198	Mar 31, 26	+173	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	121	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	101	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	77	Mar 31, 26	+77	0.00%
NBC SECURITIES, INC.	71	Mar 31, 26	--	0.00%
AE Wealth Management LLC	67	Mar 31, 26	+67	0.00%
Root Financial Partners, LLC	55	Mar 31, 26	+55	0.00%
True Link Financial Advisors, LLC	43	Mar 31, 26	+43	0.00%
Provenance Wealth Advisors, LLC	42	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	37	Mar 31, 26	--	0.00%
BALLAST ADVISORS LLC	25	Mar 31, 26	+25	0.00%
EverSource Wealth Advisors, LLC	21	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	18	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	14	Mar 31, 26	+14	0.00%
Davis Capital Management	10	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	7	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
EQ WEALTH ADVISORS, LLC	--	Mar 31, 26	-1.39K	--
Sage Advisory Services, Ltd.Co.	--	Mar 31, 26	-12.97K	--
RFG Advisory, LLC	--	Mar 31, 26	-6.79K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-23.89K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-102	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-42.42K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-3.47K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-2.08K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-5.45K	--
Per Stirling Capital Management, LLC.	--	Mar 31, 26	-7.33K	--
Collaborative Wealth Managment Inc.	--	Mar 31, 26	-4.87K	--
TrueWealth Financial Partners	--	Mar 31, 26	-124.59K	--
JNBA Financial Advisors	--	Mar 31, 26	-250	--
LongView Asset Management LLC	91.37K	Dec 31, 25	-2.14K	0.36%
SageView Advisory Group, LLC	41.01K	Dec 31, 25	+104	0.16%
Litman Gregory Wealth Management LLC	2.00K	Dec 31, 25	+2.00K	0.01%
ORG Partners LLC	578	Dec 31, 25	-427	0.00%
COMERICA BANK	340	Dec 31, 25	+171	0.00%
Global Retirement Partners, LLC	291	Dec 31, 25	--	0.00%
Blue Barn Wealth, LLC	--	Dec 31, 25	-7.06K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-121	--
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-109	--
FIRST NATIONAL CORP /MA/ /ADV	8.98K	Sep 30, 25	+936	0.04%
Lowe Wealth Advisors, LLC	54	Sep 30, 25	+54	0.00%
Guerra Advisors Inc	18	Sep 30, 25	+18	0.00%
AVANTAX ADVISORY SERVICES, INC.	10.09K	Jun 30, 25	-5.95K	0.04%
Good Life Advisors, LLC	5.81K	Jun 30, 25	+215	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-33.27K	--
First Horizon Advisors, Inc.	--	Jun 30, 25	-206	--
Cable Hill Partners, LLC	107.03K	Mar 31, 25	+2.77K	0.42%
US FINANCIAL ADVISORS, LLC	23.18K	Mar 31, 25	+967	0.09%
Orion Portfolio Solutions, LLC	14.20K	Mar 31, 25	-1.57K	0.06%
Vista Wealth Management Group, LLC	8.82K	Mar 31, 25	--	0.03%
LAKE STREET ADVISORS GROUP, LLC	34.84K	Dec 31, 24	-9.79K	0.14%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2.42K	--
Raymond James Financial Services Advisors, Inc.	65.63K	Sep 30, 24	+2.18K	0.26%
Diversified, LLC	15.71K	Sep 30, 24	+200	0.06%
RAYMOND JAMES & ASSOCIATES	15.12K	Sep 30, 24	-332	0.06%
RAYMOND JAMES TRUST N.A.	13.82K	Sep 30, 24	-1.82K	0.05%
Carmichael Hill & Associates, Inc.	208	Sep 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-444	--
Cetera Advisors LLC	66.40K	Mar 31, 24	+66.40K	0.26%
Cetera Advisor Networks LLC	25.58K	Mar 31, 24	-977	0.10%
Retirement Group, LLC	557	Mar 31, 24	--	0.00%
First Ascent Asset Management, LLC	83.27K	Dec 31, 23	+18.05K	0.33%
Adroit Compliance, LLC	34.88K	Dec 31, 23	+34.88K	0.14%
Vahanian & Associates Financial Planning Inc.	12.36K	Dec 31, 23	+667	0.05%
Baystate Wealth Management LLC	689	Dec 31, 23	+8	0.00%
DB Wealth Management Group, LLC	503	Dec 31, 23	--	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	39	Dec 31, 23	--	0.00%
PATHSTONE FAMILY OFFICE, LLC	26.88K	Sep 30, 23	+18.64K	0.11%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	16.58K	Sep 30, 23	-5.86K	0.07%
3D/L Capital Management, LLC	16.30K	Sep 30, 23	+44	0.06%
TIAA, FSB	2.27M	Jun 30, 23	-51.77K	8.94%
SILVERHAWK ASSET MANAGEMENT, LLC	120.53K	Jun 30, 23	-292	0.47%
PFS INVESTMENTS INC.	32.32K	Jun 30, 23	+32.32K	0.13%
BerganKDV Wealth Management, LLC	28.94K	Jun 30, 23	+10.65K	0.11%
Financial Architects, Inc	19.54K	Jun 30, 23	+1.06K	0.08%
Veritable, L.P.	18.64K	Jun 30, 23	--	0.07%
Kistler-Tiffany Companies, LLC	2.70K	Jun 30, 23	--	0.01%
TimeScale Financial, Inc.	1.70K	Jun 30, 23	--	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-114	--
Cribstone Capital Management, LLC	4.44K	Dec 31, 22	-347	0.02%
Sargent Bickham Lagudis LLC	557	Dec 31, 22	-191	0.00%
BALASA DINVERNO & FOLTZ LLC	53.31K	Sep 30, 22	+3.49K	0.21%
American Portfolios Advisors	8.46K	Sep 30, 22	+6.83K	0.03%
55I, LLC	7.03K	Sep 30, 22	+7.03K	0.03%
WIPFLI FINANCIAL ADVISORS LLC,	1.28K	Sep 30, 22	+1.28K	0.01%
Covington Capital Management	965	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	36.94K	Jun 30, 22	-634	0.15%
KINGS POINT CAPITAL MANAGEMENT	402	Mar 31, 22	+402	0.00%
Ameritas Investment Company, LLC	115.58K	Sep 30, 21	+66.44K	0.46%
C-J Advisory, Inc.	93.76K	Sep 30, 21	-1.99K	0.37%
Harborview Advisors, LLC	25.14K	Sep 30, 21	+1.47K	0.10%
SVA Wealth Management, LLC	70.79K	Dec 31, 20	+6.05K	0.28%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	11.87K	Dec 31, 20	+11.87K	0.05%
Winslow, Evans & Crocker, Inc.	915	Dec 31, 20	+915	0.00%
LifePlan Financial Group, Inc	1.99K	Sep 30, 20	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	20.27K	Dec 31, 19	-668	0.08%
Advisor Group, Inc.	486	Dec 31, 19	--	0.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	751	Sep 30, 19	--	0.00%
WealthTrust Fairport, LLC	1.22K	Mar 31, 19	+349	0.00%
Vestpro Financial Partners, Inc. dba CPF Texas	678	Sep 30, 18	+678	0.00%
Virtu KCG Holdings LLC	32.75K	Jun 30, 17	+22.59K	0.13%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

3.88M

Mar 31, 26

-2.29M

15.27%

MERCER GLOBAL ADVISORS INC /ADV

1.72M

Mar 31, 26

+241.76K

6.78%

Abacus Wealth Partners, LLC

1.43M

Mar 31, 26

+28.65K

5.65%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.25M

Mar 31, 26

+1.25M

4.94%

ROYAL BANK OF CANADA

1.06M

Mar 31, 26

+19.72K

4.16%

MORGAN STANLEY

1.05M

Mar 31, 26

-22.84K

4.12%

MISSION WEALTH MANAGEMENT, LP

830.71K

Mar 31, 26

+12.28K

3.27%

LPL Financial LLC

819.75K

Mar 31, 26

+221.04K

3.23%

UBS Group AG

743.71K

Mar 31, 26

+405.05K

2.93%

Boston Common Asset Management, LLC

424.78K

Mar 31, 26

-20.04K

1.67%

Bank of New York Mellon Corp

359.91K

Mar 31, 26

+8.61K

1.42%

North Berkeley Wealth Management, LLC

293.85K

Mar 31, 26

+8.15K

1.16%

First Pacific Financial

265.03K

Mar 31, 26

-355

1.04%

CI Private Wealth, LLC

262.44K

Mar 31, 26

+5.95K

1.03%

ASSETMARK, INC

261.82K

Mar 31, 26

+2.33K

1.03%

Creative Planning

260.46K

Mar 31, 26

+26.16K

1.03%

WCG Wealth Advisors LLC

222.00K

Mar 31, 26

+387

0.87%

FMR LLC

220.25K

Mar 31, 26

+21.71K

0.87%

WELLS FARGO & COMPANY/MN

212.06K

Mar 31, 26

+3.83K

0.84%

COLDSTREAM CAPITAL MANAGEMENT INC

181.62K

Mar 31, 26

-11.08K

0.72%

STIFEL FINANCIAL CORP

167.75K

Mar 31, 26

+4.50K

0.66%

AMERIPRISE FINANCIAL INC

149.43K

Mar 31, 26

-2.93K

0.59%

Allworth Financial LP

136.21K

Mar 31, 26

-359

0.54%

Colorado Capital Management, Inc.

134.75K

Mar 31, 26

+4.03K

0.53%

DeDora Capital, Inc.

134.32K

Mar 31, 26

+1.75K

0.53%

ENVESTNET ASSET MANAGEMENT INC

130.59K

Mar 31, 26

+43.16K

0.51%

Allodium Investment Consultants, LLC

122.71K

Mar 31, 26

-13.61K

0.48%

JONES FINANCIAL COMPANIES LLLP

116.45K

Mar 31, 26

+29.45K

0.46%

Palisades Hudson Asset Management, L.P.

112.15K

Mar 31, 26

+4.18K

0.44%

Beacon Pointe Advisors, LLC

109.73K

Mar 31, 26

+5.80K

0.43%

EP Wealth Advisors, LLC

106.09K

Mar 31, 26

+98.12K

0.42%

CAPTRUST FINANCIAL ADVISORS

104.99K

Mar 31, 26

+8.13K

0.41%

Cetera Investment Advisers

101.77K

Mar 31, 26

+3.69K

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

97.92K

Mar 31, 26

-24.27K

0.39%

Rockefeller Capital Management L.P.

85.15K

Mar 31, 26

-311

0.34%

Ameritas Advisory Services, LLC

83.68K

Mar 31, 26

-1.15K

0.33%

JPMORGAN CHASE & CO

82.28K

Mar 31, 26

+12.12K

0.32%

RAYMOND JAMES FINANCIAL INC

82.23K

Mar 31, 26

-132.12K

0.32%

BSW Wealth Partners

80.35K

Mar 31, 26

-2.48K

0.32%

Rossby Financial, LCC

75.60K

Mar 31, 26

-2.20K

0.30%

Cambridge Investment Research Advisors, Inc.

71.30K

Mar 31, 26

-76

0.28%

Clarity Wealth Development LLC

71.28K

Mar 31, 26

+557

0.28%

ST GERMAIN D J CO INC

65.05K

Mar 31, 26

+1.58K

0.26%

SilverOak Wealth Management LLC

61.75K

Mar 31, 26

+892

0.24%

UBS ASSET MANAGEMENT AMERICAS INC

58.82K

Mar 31, 26

+58.82K

0.23%

NewEdge Advisors, LLC

58.10K

Mar 31, 26

-8.99K

0.23%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

57.05K

Mar 31, 26

-34.93K

0.22%

Adviser Investments LLC

54.69K

Mar 31, 26

-744

0.22%

Arlington Financial Advisors, LLC

54.51K

Mar 31, 26

-1.78K

0.21%

Wescott Financial Advisory Group, LLC

51.51K

Mar 31, 26

-471

0.20%

XY Planning Network, Inc.

50.55K

Mar 31, 26

+1.28K

0.20%

IMPACTfolio, LLC

45.63K

Mar 31, 26

+526

0.18%

Corundum Group, Inc.

45.35K

Mar 31, 26

-787

0.18%

WHITTIER TRUST CO

42.81K

Mar 31, 26

-10.75K

0.17%

Modera Wealth Management, LLC

42.08K

Mar 31, 26

-4.81K

0.17%

LAZARD ASSET MANAGEMENT LLC

41.90K

Mar 31, 26

0.17%

Modern Wealth Management, LLC

39.38K

Mar 31, 26

-5.87K

0.16%

Stonehearth Capital Management, LLC

39.12K

Mar 31, 26

-2.86K

0.15%

WHITTIER TRUST CO OF NEVADA INC

39.02K

Mar 31, 26

-1.62K

0.15%

Westfuller Advisors, LLC

36.68K

Mar 31, 26

+25

0.14%

HM PAYSON & CO

35.39K

Mar 31, 26

+30.04K

0.14%

TIAA TRUST, NATIONAL ASSOCIATION

33.12K

Mar 31, 26

-1.35M

0.13%

WealthShield Partners, LLC

32.55K

Mar 31, 26

+2.23K

0.13%

Pioneer Wealth Management Group

32.45K

Mar 31, 26

-1.23K

0.13%

Revolve Wealth Partners, LLC

32.39K

Mar 31, 26

-225

0.13%

Pathstone Holdings, LLC

32.28K

Mar 31, 26

0.13%

Mariner, LLC

31.99K

Mar 31, 26

+8.87K

0.13%

Stewardship Advisors, LLC

31.17K

Mar 31, 26

+1.79K

0.12%

HighTower Advisors, LLC

30.94K

Mar 31, 26

+1.26K

0.12%

Equita Financial Network, Inc.

28.29K

Mar 31, 26

+2.52K

0.11%

One Capital Management, LLC

27.80K

Mar 31, 26

+2.62K

0.11%

GOLDMAN SACHS GROUP INC

27.40K

Mar 31, 26

+27.40K

0.11%

Colony Group, LLC

27.03K

Mar 31, 26

-156

0.11%

Brio Consultants, LLC

26.86K

Mar 31, 26

+7.62K

0.11%

Equitable Holdings, Inc.

26.67K

Mar 31, 26

-1.29K

0.11%

Walkner Condon Financial Advisors LLC

26.15K

Mar 31, 26

+617

0.10%

CITADEL ADVISORS LLC

24.01K

Mar 31, 26

+24.01K

0.09%

Neumann Capital Management, LLC

23.52K

Mar 31, 26

-100

0.09%

SGL Investment Advisors, Inc.

22.84K

Mar 31, 26

+2.22K

0.09%

Diversified Enterprises, LLC

22.22K

Mar 31, 26

+1.88K

0.09%

HARBOUR INVESTMENTS, INC.

22.01K

Mar 31, 26

-5.29K

0.09%

OPPENHEIMER ASSET MANAGEMENT INC.

21.86K

Mar 31, 26

+1.10K

0.09%

UMB Bank, n.a.

21.19K

Mar 31, 26

+246

0.08%

Betterment LLC

20.98K

Mar 31, 26

-148

0.08%

GeoWealth Management, LLC

20.44K

Mar 31, 26

-3.31K

0.08%

Evolution Advisers, Inc.

20.22K

Mar 31, 26

+4.19K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

20.08K

Mar 31, 26

+2.33K

0.08%

Silver Oak Advisory Group, Inc.

19.43K

Mar 31, 26

-1.55K

0.08%

VICUS CAPITAL

19.02K

Mar 31, 26

-1.54K

0.07%

RTD Financial Advisors, Inc.

19.00K

Mar 31, 26

+1.40K

0.07%

Addison Advisors LLC

18.64K

Mar 31, 26

-3.92K

0.07%

RVW Wealth, LLC

18.36K

Mar 31, 26

-30

0.07%

Independent Advisor Alliance

17.80K

Mar 31, 26

+17.80K

0.07%

PFG Investments, LLC

17.65K

Mar 31, 26

+10.26K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

16.86K

Mar 31, 26

-550

0.07%

Midwest Trust Co

16.70K

Mar 31, 26

0.07%

Bragg Financial Advisors, Inc

16.36K

Mar 31, 26

+896

0.06%

White Lighthouse Investment Management Inc.

15.99K

Mar 31, 26

+50

0.06%

BOKF, NA

15.71K

Mar 31, 26

+22

0.06%

CX Institutional

15.66K

Mar 31, 26

-372

0.06%

Mutual Advisors, LLC

15.57K

Mar 31, 26

-133

0.06%

Affiance Financial, LLC

15.42K

Mar 31, 26

+15.42K

0.06%

ADVISOR GROUP HOLDINGS, INC.

15.23K

Mar 31, 26

-4.12K

0.06%

Private Advisor Group, LLC

15.17K

Mar 31, 26

+4.83K

0.06%

SK Wealth Management, LLC

14.70K

Mar 31, 26

-921

0.06%

TriaGen Wealth Management LLC

14.47K

Mar 31, 26

-849

0.06%

Shotwell Rutter Baer Inc

14.41K

Mar 31, 26

-23

0.06%

Bensler, LLC

14.38K

Mar 31, 26

+2.15K

0.06%

Stratos Wealth Partners, LTD.

14.10K

Mar 31, 26

0.06%

NATIXIS ADVISORS, L.P.

14.04K

Mar 31, 26

+1.25K

0.06%

Cresset Asset Management, LLC

13.65K

Mar 31, 26

0.05%

Laurel Wealth Planning LLC

13.58K

Mar 31, 26

-543

0.05%

Destination Wealth Management

13.41K

Mar 31, 26

0.05%

Tradition Wealth Management, LLC

12.36K

Mar 31, 26

-92

0.05%

Savant Capital, LLC

12.14K

Mar 31, 26

0.05%

Painted Porch Advisors LLC

11.62K

Mar 31, 26

-1.72K

0.05%

Golden State Equity Partners

11.40K

Mar 31, 26

+3.68K

0.04%

D.A. DAVIDSON & CO.

10.96K

Mar 31, 26

+58

0.04%

Brinker Capital Investments, LLC

10.91K

Mar 31, 26

-1.49K

0.04%

PARK AVENUE SECURITIES LLC

10.91K

Mar 31, 26

+10.91K

0.04%

Falcon Wealth Planning

10.59K

Mar 31, 26

-642

0.04%

Schneider Downs Wealth Management Advisors, LP

10.48K

Mar 31, 26

+284

0.04%

FRANKLIN RESOURCES INC

10.44K

Mar 31, 26

0.04%

Dynamic Advisor Solutions LLC

10.24K

Mar 31, 26

-5.32K

0.04%

Carr Financial Group Corp

10.22K

Mar 31, 26

0.04%

NATURAL INVESTMENTS, LLC

10.15K

Mar 31, 26

+425

0.04%

Relyea Zuckerberg Hanson LLC

10.07K

Mar 31, 26

0.04%

Apollon Wealth Management, LLC

9.65K

Mar 31, 26

+1.55K

0.04%

Vestmark Advisory Solutions, Inc.

9.59K

Mar 31, 26

-9.84K

0.04%

Integrated Wealth Concepts LLC

9.58K

Mar 31, 26

+3.65K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

9.50K

Mar 31, 26

-6.35K

0.04%

TRUST CO OF TOLEDO NA /OH/

9.47K

Mar 31, 26

0.04%

McNamara Financial Services, Inc.

9.20K

Mar 31, 26

-125

0.04%

McClarren Financial Advisors, Inc.

9.13K

Mar 31, 26

+4.07K

0.04%

ANB BANK

9.03K

Mar 31, 26

+9.03K

0.04%

Resonant Capital Advisors, LLC

8.94K

Mar 31, 26

-46

0.04%

Capasso Planning Partners LLC

8.82K

Mar 31, 26

-664

0.03%

Acropolis Investment Management, LLC

8.70K

Mar 31, 26

-95

0.03%

Chicago Partners Investment Group LLC

8.68K

Mar 31, 26

-863

0.03%

Balanced Rock Investment Advisor

8.59K

Mar 31, 26

-358

0.03%

PACIFIC SUN FINANCIAL CORP

8.55K

Mar 31, 26

-745

0.03%

Capital Management Associates, Inc

8.39K

Mar 31, 26

0.03%

Gerber Kawasaki Wealth & Investment Management

8.34K

Mar 31, 26

-150

0.03%

Perigon Wealth Management, LLC

8.33K

Mar 31, 26

-123

0.03%

MAI Capital Management

8.26K

Mar 31, 26

+333

0.03%

Consolidated Planning Corp

8.15K

Mar 31, 26

-106

0.03%

WEST BANCORPORATION INC

7.99K

Mar 31, 26

0.03%

Klaas Financial Asset Advisors, LLC

7.93K

Mar 31, 26

-25.33K

0.03%

Curtis Advisory Group, LLC

7.87K

Mar 31, 26

0.03%

Stordahl Capital Management, Inc.

7.87K

Mar 31, 26

-215

0.03%

Merit Financial Group, LLC

7.69K

Mar 31, 26

-1.33K

0.03%

Bond & Devick Financial Network, Inc.

7.66K

Mar 31, 26

0.03%

New Insight Wealth Advisors

7.66K

Mar 31, 26

-728

0.03%

CGC Financial Services, LLC

7.40K

Mar 31, 26

+179

0.03%

Smart Portfolios, LLC

7.39K

Mar 31, 26

+177

0.03%

Values Added Financial LLC

7.36K

Mar 31, 26

-249

0.03%

LexAurum Advisors, LLC

7.33K

Mar 31, 26

+7.33K

0.03%

Capital Advantage, Inc.

7.25K

Mar 31, 26

+355

0.03%

SAGE FINANCIAL GROUP INC

7.13K

Mar 31, 26

0.03%

Harrington Investments, INC

7.10K

Mar 31, 26

-400

0.03%

Trust Co

7.07K

Mar 31, 26

-819

0.03%

PFG Advisors

7.01K

Mar 31, 26

-329

0.03%

Marshall & Sterling Wealth Advisors Inc.

6.94K

Mar 31, 26

-235

0.03%

MML INVESTORS SERVICES, LLC

6.67K

Mar 31, 26

-1.87K

0.03%

Kelman-Lazarov, Inc.

6.10K

Mar 31, 26

-25

0.02%

Farther Finance Advisors, LLC

6.09K

Mar 31, 26

-205

0.02%

Eqis Capital Management, Inc.

5.89K

Mar 31, 26

-550

0.02%

FIRST MANHATTAN CO. LLC.

5.80K

Mar 31, 26

0.02%

Baird Financial Group, Inc.

5.76K

Mar 31, 26

-4.18K

0.02%

Columbia River Financial Group, LLC

5.68K

Mar 31, 26

0.02%

Fortis Capital Advisors, LLC

5.52K

Mar 31, 26

+5.52K

0.02%

Belpointe Asset Management LLC

5.52K

Mar 31, 26

+5.52K

0.02%

VestGen Advisors, LLC

5.51K

Mar 31, 26

-604

0.02%

McAdam, LLC

5.41K

Mar 31, 26

-79

0.02%

SIGNET FINANCIAL MANAGEMENT, LLC

5.38K

Mar 31, 26

0.02%

Summit Financial, LLC

5.38K

Mar 31, 26

+5.38K

0.02%

FLAGSTAR ADVISORS INC.

5.30K

Mar 31, 26

-490

0.02%

Financial Insights, Inc.

5.25K

Mar 31, 26

-10

0.02%

CWC Advisors, LLC.

5.16K

Mar 31, 26

0.02%

ARROW FINANCIAL CORP

5.15K

Mar 31, 26

0.02%

MCCARTER PRIVATE WEALTH SERVICES LLC

5.08K

Mar 31, 26

+5.08K

0.02%

BridgePort Financial Solutions, LLC

5.08K

Mar 31, 26

-131

0.02%

SOA Wealth Advisors, LLC.

5.04K

Mar 31, 26

-904

0.02%

Argyle Capital Partners, LLC

5.00K

Mar 31, 26

-136

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

4.92K

Mar 31, 26

+1.71K

0.02%

BlueStem Wealth Partners, LLC

4.89K

Mar 31, 26

-1.91K

0.02%

Stonebridge Financial Group, LLC

4.82K

Mar 31, 26

-467

0.02%

Ipsen Advisor Group LLC

4.81K

Mar 31, 26

-3.82K

0.02%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

4.80K

Mar 31, 26

+83

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

4.78K

Mar 31, 26

0.02%

Sage Mountain Advisors LLC

4.72K

Mar 31, 26

0.02%

VERUS CAPITAL PARTNERS, LLC

4.66K

Mar 31, 26

+4.66K

0.02%

Petros Family Wealth, LLC

4.66K

Mar 31, 26

+4.66K

0.02%

Continuum Advisory, LLC

4.51K

Mar 31, 26

0.02%

ABOUND FINANCIAL, LLC

4.11K

Mar 31, 26

-331

0.02%

Harbor Asset Planning, Inc.

4.03K

Mar 31, 26

0.02%

Larson Financial Group LLC

3.77K

Mar 31, 26

-680

0.01%

Evergreen Private Wealth LLC

3.29K

Mar 31, 26

-8.73K

0.01%

Arkos Global Advisors

3.28K

Mar 31, 26

+3.28K

0.01%

RMG Wealth Management LLC

3.24K

Mar 31, 26

+1.55K

0.01%

Western Wealth Management, LLC

3.23K

Mar 31, 26

+3.23K

0.01%

Manchester Capital Management LLC

3.20K

Mar 31, 26

0.01%

BLAIR WILLIAM & CO/IL

3.20K

Mar 31, 26

+44

0.01%

Greykasell Wealth Strategies, Inc.

2.97K

Mar 31, 26

0.01%

US BANCORP \DE\

2.94K

Mar 31, 26

+335

0.01%

McIlrath & Eck, LLC

2.87K

Mar 31, 26

-30

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.77K

Mar 31, 26

+274

0.01%

Steward Partners Investment Advisory, LLC

2.54K

Mar 31, 26

+225

0.01%

Advisory Services Network, LLC

2.53K

Mar 31, 26

-18.17K

0.01%

Millstone Evans Group, LLC

2.51K

Mar 31, 26

-204

0.01%

IAG Wealth Partners, LLC

1.87K

Mar 31, 26

0.01%

Clarity Asset Management, Inc.

1.69K

Mar 31, 26

0.01%

Aptus Capital Advisors, LLC

1.69K

Mar 31, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.63K

Mar 31, 26

+1.17K

0.01%

CWM, LLC

1.50K

Mar 31, 26

0.01%

Glen Eagle Advisors, LLC

1.46K

Mar 31, 26

0.01%

Milestone Investment Advisors LLC

1.43K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

1.36K

Mar 31, 26

+407

0.01%

ZRC WEALTH MANAGEMENT, LLC

1.03K

Mar 31, 26

0.00%

Clearstead Advisors, LLC

856

Mar 31, 26

0.00%

MATHER GROUP, LLC.

831

Mar 31, 26

+831

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

578

Mar 31, 26

+122

0.00%

FIRST UNITED BANK & TRUST

540

Mar 31, 26

0.00%

MOTCO

489

Mar 31, 26

0.00%

Winthrop Capital Management, LLC

452

Mar 31, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

410

Mar 31, 26

0.00%

Noble Wealth Management PBC

400

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

375

Mar 31, 26

+375

0.00%

Orion Capital Management LLC

347

Mar 31, 26

+175

0.00%

AMERIFLEX GROUP, INC.

341

Mar 31, 26

0.00%

CoreCap Advisors, LLC

334

Mar 31, 26

0.00%

Crewe Advisors LLC

329

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

322

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

320

Mar 31, 26

0.00%

Westside Investment Management, Inc.

250

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

227

Mar 31, 26

0.00%

CITIGROUP INC

198

Mar 31, 26

+173

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

121

Mar 31, 26

0.00%

Anchor Investment Management, LLC

101

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+77

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

+67

0.00%

Root Financial Partners, LLC

Mar 31, 26

+55

0.00%

True Link Financial Advisors, LLC

Mar 31, 26

+43

0.00%

Provenance Wealth Advisors, LLC

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

BALLAST ADVISORS LLC

Mar 31, 26

+25

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+14

0.00%

Davis Capital Management

Mar 31, 26

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

EQ WEALTH ADVISORS, LLC

Mar 31, 26

-1.39K

Sage Advisory Services, Ltd.Co.

Mar 31, 26

-12.97K

RFG Advisory, LLC

Mar 31, 26

-6.79K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-23.89K

Wealth Watch Advisors, INC

Mar 31, 26

-102

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-42.42K

Qube Research & Technologies Ltd

Mar 31, 26

-3.47K

Kestra Advisory Services, LLC

Mar 31, 26

-2.08K

Tower Research Capital LLC (TRC)

Mar 31, 26

-5.45K

Per Stirling Capital Management, LLC.

Mar 31, 26

-7.33K

Collaborative Wealth Managment Inc.

Mar 31, 26

-4.87K

TrueWealth Financial Partners

Mar 31, 26

-124.59K

JNBA Financial Advisors

Mar 31, 26

-250

LongView Asset Management LLC

91.37K

Dec 31, 25

-2.14K

0.36%

SageView Advisory Group, LLC

41.01K

Dec 31, 25

+104

0.16%

Litman Gregory Wealth Management LLC

2.00K

Dec 31, 25

+2.00K

0.01%

ORG Partners LLC

578

Dec 31, 25

-427

0.00%

COMERICA BANK

340

Dec 31, 25

+171

0.00%

Global Retirement Partners, LLC

291

Dec 31, 25

0.00%

Blue Barn Wealth, LLC

Dec 31, 25

-7.06K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-121

CIBC Private Wealth Group, LLC

Dec 31, 25

-109

FIRST NATIONAL CORP /MA/ /ADV

8.98K

Sep 30, 25

+936

0.04%

Lowe Wealth Advisors, LLC

Sep 30, 25

+54

0.00%

Guerra Advisors Inc

Sep 30, 25

+18

0.00%

AVANTAX ADVISORY SERVICES, INC.

10.09K

Jun 30, 25

-5.95K

0.04%

Good Life Advisors, LLC

5.81K

Jun 30, 25

+215

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-33.27K

First Horizon Advisors, Inc.

Jun 30, 25

-206

Cable Hill Partners, LLC

107.03K

Mar 31, 25

+2.77K

0.42%

US FINANCIAL ADVISORS, LLC

23.18K

Mar 31, 25

+967

0.09%

Orion Portfolio Solutions, LLC

14.20K

Mar 31, 25

-1.57K

0.06%

Vista Wealth Management Group, LLC

8.82K

Mar 31, 25

0.03%

LAKE STREET ADVISORS GROUP, LLC

34.84K

Dec 31, 24

-9.79K

0.14%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.42K

Raymond James Financial Services Advisors, Inc.

65.63K

Sep 30, 24

+2.18K

0.26%

Diversified, LLC

15.71K

Sep 30, 24

+200

0.06%

RAYMOND JAMES & ASSOCIATES

15.12K

Sep 30, 24

-332

0.06%

RAYMOND JAMES TRUST N.A.

13.82K

Sep 30, 24

-1.82K

0.05%

Carmichael Hill & Associates, Inc.

208

Sep 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-444

Cetera Advisors LLC

66.40K

Mar 31, 24

+66.40K

0.26%

Cetera Advisor Networks LLC

25.58K

Mar 31, 24

-977

0.10%

Retirement Group, LLC

557

Mar 31, 24

0.00%

First Ascent Asset Management, LLC

83.27K

Dec 31, 23

+18.05K

0.33%

Adroit Compliance, LLC

34.88K

Dec 31, 23

+34.88K

0.14%

Vahanian & Associates Financial Planning Inc.

12.36K

Dec 31, 23

+667

0.05%

Baystate Wealth Management LLC

689

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

503

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

26.88K

Sep 30, 23

+18.64K

0.11%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

16.58K

Sep 30, 23

-5.86K

0.07%

3D/L Capital Management, LLC

16.30K

Sep 30, 23

+44

0.06%

TIAA, FSB

2.27M

Jun 30, 23

-51.77K

8.94%

SILVERHAWK ASSET MANAGEMENT, LLC

120.53K

Jun 30, 23

-292

0.47%

PFS INVESTMENTS INC.

32.32K

Jun 30, 23

+32.32K

0.13%

BerganKDV Wealth Management, LLC

28.94K

Jun 30, 23

+10.65K

0.11%

Financial Architects, Inc

19.54K

Jun 30, 23

+1.06K

0.08%

Veritable, L.P.

18.64K

Jun 30, 23

0.07%

Kistler-Tiffany Companies, LLC

2.70K

Jun 30, 23

0.01%

TimeScale Financial, Inc.

1.70K

Jun 30, 23

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-114

Cribstone Capital Management, LLC

4.44K

Dec 31, 22

-347

0.02%

Sargent Bickham Lagudis LLC

557

Dec 31, 22

-191

0.00%

BALASA DINVERNO & FOLTZ LLC

53.31K

Sep 30, 22

+3.49K

0.21%

American Portfolios Advisors

8.46K

Sep 30, 22

+6.83K

0.03%

55I, LLC

7.03K

Sep 30, 22

+7.03K

0.03%

WIPFLI FINANCIAL ADVISORS LLC,

1.28K

Sep 30, 22

+1.28K

0.01%

Covington Capital Management

965

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

36.94K

Jun 30, 22

-634

0.15%

KINGS POINT CAPITAL MANAGEMENT

402

Mar 31, 22

+402

0.00%

Ameritas Investment Company, LLC

115.58K

Sep 30, 21

+66.44K

0.46%

C-J Advisory, Inc.

93.76K

Sep 30, 21

-1.99K

0.37%

Harborview Advisors, LLC

25.14K

Sep 30, 21

+1.47K

0.10%

SVA Wealth Management, LLC

70.79K

Dec 31, 20

+6.05K

0.28%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

11.87K

Dec 31, 20

+11.87K

0.05%

Winslow, Evans & Crocker, Inc.

915

Dec 31, 20

+915

0.00%

LifePlan Financial Group, Inc

1.99K

Sep 30, 20

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

20.27K

Dec 31, 19

-668

0.08%

Advisor Group, Inc.

486

Dec 31, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

751

Sep 30, 19

0.00%

WealthTrust Fairport, LLC

1.22K

Mar 31, 19

+349

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

678

Sep 30, 18

+678

0.00%

Virtu KCG Holdings LLC

32.75K

Jun 30, 17

+22.59K

0.13%