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 348 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	1.95M	Jun 30, 26	-1.93M	7.63%
MERCER GLOBAL ADVISORS INC /ADV	1.81M	Jun 30, 26	+88.27K	7.09%
Abacus Wealth Partners, LLC	1.55M	Jun 30, 26	+112.55K	6.06%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.19M	Jun 30, 26	-62.77K	4.67%
ROYAL BANK OF CANADA	1.06M	Jun 30, 26	+3.02K	4.15%
UBS Group AG	1.05M	Jun 30, 26	+304.68K	4.11%
MORGAN STANLEY	1.04M	Jun 30, 26	-8.21K	4.07%
MISSION WEALTH MANAGEMENT, LP	876.48K	Jun 30, 26	+45.77K	3.43%
LPL Financial LLC	838.35K	Jun 30, 26	+18.60K	3.28%
Bank of New York Mellon Corp	446.47K	Jun 30, 26	+86.55K	1.75%
Boston Common Asset Management, LLC	419.63K	Jun 30, 26	-5.15K	1.64%
First Pacific Financial	260.64K	Jun 30, 26	-4.39K	1.02%
Creative Planning	259.82K	Jun 30, 26	-639	1.02%
ASSETMARK, INC	257.01K	Jun 30, 26	-4.81K	1.01%
WCG Wealth Advisors LLC	237.57K	Jun 30, 26	+15.57K	0.93%
FMR LLC	217.12K	Jun 30, 26	-3.12K	0.85%
WELLS FARGO & COMPANY/MN	216.57K	Jun 30, 26	+4.51K	0.85%
CI Private Wealth, LLC	213.05K	Jun 30, 26	-49.39K	0.83%
STIFEL FINANCIAL CORP	169.19K	Jun 30, 26	+1.44K	0.66%
AMERIPRISE FINANCIAL INC	150.59K	Jun 30, 26	+1.17K	0.59%
Allworth Financial LP	138.30K	Jun 30, 26	+2.09K	0.54%
DeDora Capital, Inc.	135.16K	Jun 30, 26	+839	0.53%
Colorado Capital Management, Inc.	133.69K	Jun 30, 26	-1.07K	0.52%
ENVESTNET ASSET MANAGEMENT INC	133.45K	Jun 30, 26	+2.86K	0.52%
Allodium Investment Consultants, LLC	130.44K	Jun 30, 26	+7.73K	0.51%
JONES FINANCIAL COMPANIES LLLP	127.19K	Jun 30, 26	+10.75K	0.50%
TWO SIGMA INVESTMENTS, LP	121.90K	Jun 30, 26	+121.90K	0.48%
Ameritas Advisory Services, LLC	121.64K	Jun 30, 26	+37.96K	0.48%
Palisades Hudson Asset Management, L.P.	119.28K	Jun 30, 26	+7.14K	0.47%
CAPTRUST FINANCIAL ADVISORS	114.11K	Jun 30, 26	+9.12K	0.45%
EP Wealth Advisors, LLC	109.64K	Jun 30, 26	+3.55K	0.43%
Beacon Pointe Advisors, LLC	108.79K	Jun 30, 26	-947	0.43%
Cetera Investment Advisers	104.24K	Jun 30, 26	+2.47K	0.41%
COMMONWEALTH EQUITY SERVICES, LLC	101.56K	Jun 30, 26	+3.65K	0.40%
COLDSTREAM CAPITAL MANAGEMENT INC	94.51K	Jun 30, 26	-87.10K	0.37%
Rockefeller Capital Management L.P.	88.26K	Jun 30, 26	+3.11K	0.35%
JPMORGAN CHASE & CO	85.61K	Jun 30, 26	+3.32K	0.34%
RAYMOND JAMES FINANCIAL INC	82.71K	Jun 30, 26	+486	0.32%
Rossby Financial, LCC	77.28K	Jun 30, 26	+1.68K	0.30%
Cambridge Investment Research Advisors, Inc.	74.09K	Jun 30, 26	+2.79K	0.29%
BSW Wealth Partners	68.51K	Jun 30, 26	-11.84K	0.27%
ST GERMAIN D J CO INC	66.43K	Jun 30, 26	+1.38K	0.26%
SilverOak Wealth Management LLC	62.23K	Jun 30, 26	+479	0.24%
UBS ASSET MANAGEMENT AMERICAS INC	58.82K	Jun 30, 26	--	0.23%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	57.51K	Jun 30, 26	+467	0.23%
NewEdge Advisors, LLC	57.36K	Jun 30, 26	-743	0.22%
Adviser Investments LLC	54.79K	Jun 30, 26	+107	0.21%
Arlington Financial Advisors, LLC	54.21K	Jun 30, 26	-297	0.21%
Wescott Financial Advisory Group, LLC	51.15K	Jun 30, 26	-359	0.20%
Westfuller Advisors, LLC	50.28K	Jun 30, 26	+13.60K	0.20%
IMPACTfolio, LLC	46.11K	Jun 30, 26	+483	0.18%
Corundum Group, Inc.	43.32K	Jun 30, 26	-2.03K	0.17%
WHITTIER TRUST CO	42.81K	Jun 30, 26	--	0.17%
Modera Wealth Management, LLC	42.15K	Jun 30, 26	+69	0.17%
LAZARD ASSET MANAGEMENT LLC	41.90K	Jun 30, 26	--	0.16%
Pioneer Wealth Management Group	41.54K	Jun 30, 26	+9.09K	0.16%
Clarity Wealth Development LLC	40.26K	Jun 30, 26	-31.02K	0.16%
WHITTIER TRUST CO OF NEVADA INC	39.30K	Jun 30, 26	+283	0.15%
Stonehearth Capital Management, LLC	37.71K	Jun 30, 26	-1.41K	0.15%
HM PAYSON & CO	35.69K	Jun 30, 26	+301	0.14%
Farther Finance Advisors, LLC	34.46K	Jun 30, 26	+28.37K	0.14%
Modern Wealth Management, LLC	32.77K	Jun 30, 26	-6.62K	0.13%
SageView Advisory Group, LLC	32.67K	Jun 30, 26	-7.97K	0.13%
TIAA TRUST, NATIONAL ASSOCIATION	32.38K	Jun 30, 26	-742	0.13%
Revolve Wealth Partners, LLC	32.30K	Jun 30, 26	-83	0.13%
Pathstone Holdings, LLC	32.30K	Jun 30, 26	+15	0.13%
Stewardship Advisors, LLC	30.33K	Jun 30, 26	-839	0.12%
Equita Financial Network, Inc.	30.16K	Jun 30, 26	+1.87K	0.12%
HighTower Advisors, LLC	28.73K	Jun 30, 26	-2.20K	0.11%
Colony Group, LLC	28.05K	Jun 30, 26	+1.02K	0.11%
Walkner Condon Financial Advisors LLC	27.96K	Jun 30, 26	+1.81K	0.11%
One Capital Management, LLC	27.80K	Jun 30, 26	--	0.11%
Brio Consultants, LLC	27.16K	Jun 30, 26	+299	0.11%
Savant Capital, LLC	25.30K	Jun 30, 26	+13.16K	0.10%
Equitable Holdings, Inc.	23.02K	Jun 30, 26	-3.65K	0.09%
Diversified Enterprises, LLC	22.86K	Jun 30, 26	+637	0.09%
SGL Investment Advisors, Inc.	22.68K	Jun 30, 26	-166	0.09%
PFG Investments, LLC	22.61K	Jun 30, 26	+4.96K	0.09%
OPPENHEIMER ASSET MANAGEMENT INC.	21.93K	Jun 30, 26	+69	0.09%
HARBOUR INVESTMENTS, INC.	21.39K	Jun 30, 26	-621	0.08%
Betterment LLC	21.29K	Jun 30, 26	+306	0.08%
UMB Bank, n.a.	20.70K	Jun 30, 26	-487	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.52K	Jun 30, 26	+20.52K	0.08%
Evolution Advisers, Inc.	20.35K	Jun 30, 26	+130	0.08%
Silver Oak Advisory Group, Inc.	19.39K	Jun 30, 26	-48	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	19.23K	Jun 30, 26	-848	0.08%
Private Advisor Group, LLC	19.09K	Jun 30, 26	+3.92K	0.07%
RTD Financial Advisors, Inc.	18.77K	Jun 30, 26	-227	0.07%
ADVISOR GROUP HOLDINGS, INC.	18.74K	Jun 30, 26	+3.51K	0.07%
VICUS CAPITAL	18.55K	Jun 30, 26	-466	0.07%
RVW Wealth, LLC	18.36K	Jun 30, 26	--	0.07%
NATIXIS ADVISORS, L.P.	18.10K	Jun 30, 26	+4.07K	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	17.45K	Jun 30, 26	+595	0.07%
White Lighthouse Investment Management Inc.	16.89K	Jun 30, 26	+900	0.07%
Midwest Trust Co	16.70K	Jun 30, 26	--	0.07%
BOKF, NA	16.00K	Jun 30, 26	+298	0.06%
Bragg Financial Advisors, Inc	15.92K	Jun 30, 26	-441	0.06%
Affiance Financial, LLC	15.62K	Jun 30, 26	+205	0.06%
CX Institutional	15.43K	Jun 30, 26	-230	0.06%
NATURAL INVESTMENTS, LLC	15.29K	Jun 30, 26	+5.15K	0.06%
Mutual Advisors, LLC	15.08K	Jun 30, 26	-483	0.06%
TriaGen Wealth Management LLC	14.45K	Jun 30, 26	-24	0.06%
Shotwell Rutter Baer Inc	14.41K	Jun 30, 26	-2	0.06%
Bensler, LLC	14.29K	Jun 30, 26	-94	0.06%
Stratos Wealth Partners, LTD.	14.10K	Jun 30, 26	-2	0.06%
Cresset Asset Management, LLC	13.65K	Jun 30, 26	--	0.05%
Destination Wealth Management	13.41K	Jun 30, 26	--	0.05%
Laurel Wealth Planning LLC	13.07K	Jun 30, 26	-510	0.05%
Integrated Wealth Concepts LLC	12.98K	Jun 30, 26	+3.41K	0.05%
SK Wealth Management, LLC	12.96K	Jun 30, 26	-1.75K	0.05%
GeoWealth Management, LLC	12.69K	Jun 30, 26	-7.75K	0.05%
Tradition Wealth Management, LLC	12.29K	Jun 30, 26	-67	0.05%
BARTLETT & CO. WEALTH MANAGEMENT LLC	12.00K	Jun 30, 26	+10.38K	0.05%
MML INVESTORS SERVICES, LLC	11.89K	Jun 30, 26	+5.21K	0.05%
Painted Porch Advisors LLC	11.65K	Jun 30, 26	+29	0.05%
Apollon Wealth Management, LLC	11.19K	Jun 30, 26	+1.55K	0.04%
PARK AVENUE SECURITIES LLC	10.94K	Jun 30, 26	+35	0.04%
D.A. DAVIDSON & CO.	10.85K	Jun 30, 26	-114	0.04%
Schneider Downs Wealth Management Advisors, LP	10.50K	Jun 30, 26	+21	0.04%
Brinker Capital Investments, LLC	10.49K	Jun 30, 26	-415	0.04%
FRANKLIN RESOURCES INC	10.44K	Jun 30, 26	--	0.04%
Carr Financial Group Corp	10.22K	Jun 30, 26	--	0.04%
Dynamic Advisor Solutions LLC	9.79K	Jun 30, 26	-447	0.04%
Chicago Partners Investment Group LLC	9.51K	Jun 30, 26	+831	0.04%
TRUST CO OF TOLEDO NA /OH/	9.47K	Jun 30, 26	--	0.04%
McClarren Financial Advisors, Inc.	9.41K	Jun 30, 26	+286	0.04%
Falcon Wealth Planning	9.28K	Jun 30, 26	-1.31K	0.04%
McNamara Financial Services, Inc.	9.21K	Jun 30, 26	+13	0.04%
Relyea Zuckerberg Hanson LLC	9.10K	Jun 30, 26	-975	0.04%
ANB BANK	8.98K	Jun 30, 26	-50	0.04%
Resonant Capital Advisors, LLC	8.96K	Jun 30, 26	+24	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	8.93K	Jun 30, 26	-571	0.03%
Capasso Planning Partners LLC	8.83K	Jun 30, 26	+16	0.03%
Acropolis Investment Management, LLC	8.70K	Jun 30, 26	--	0.03%
PACIFIC SUN FINANCIAL CORP	8.51K	Jun 30, 26	-50	0.03%
WEST BANCORPORATION INC	8.48K	Jun 30, 26	+499	0.03%
ZENITH SOLUTIONS, INC.	8.34K	Jun 30, 26	+8.34K	0.03%
Capital Management Associates, Inc	8.34K	Jun 30, 26	-48	0.03%
Gerber Kawasaki Wealth & Investment Management	8.29K	Jun 30, 26	-50	0.03%
MAI Capital Management	8.26K	Jun 30, 26	--	0.03%
Vestmark Advisory Solutions, Inc.	8.14K	Jun 30, 26	-1.44K	0.03%
Consolidated Planning Corp	8.13K	Jun 30, 26	-30	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	8.11K	Jun 30, 26	+3.19K	0.03%
Stordahl Capital Management, Inc.	7.95K	Jun 30, 26	+85	0.03%
Curtis Advisory Group, LLC	7.87K	Jun 30, 26	--	0.03%
MOLLER FINANCIAL SERVICES	7.81K	Jun 30, 26	+7.81K	0.03%
Klaas Financial Asset Advisors, LLC	7.81K	Jun 30, 26	-126	0.03%
CGC Financial Services, LLC	7.74K	Jun 30, 26	+340	0.03%
Bond & Devick Financial Network, Inc.	7.66K	Jun 30, 26	--	0.03%
New Insight Wealth Advisors	7.64K	Jun 30, 26	-20	0.03%
Perigon Wealth Management, LLC	7.46K	Jun 30, 26	-866	0.03%
Values Added Financial LLC	7.36K	Jun 30, 26	--	0.03%
Capital Advantage, Inc.	7.33K	Jun 30, 26	+81	0.03%
PFG Advisors	7.11K	Jun 30, 26	+98	0.03%
Mariner, LLC	6.84K	Jun 30, 26	-25.15K	0.03%
Merit Financial Group, LLC	6.75K	Jun 30, 26	-940	0.03%
Marshall & Sterling Wealth Advisors Inc.	6.73K	Jun 30, 26	-207	0.03%
Tower Research Capital LLC (TRC)	6.67K	Jun 30, 26	+6.67K	0.03%
Trust Co	6.60K	Jun 30, 26	-471	0.03%
Balanced Rock Investment Advisor	6.58K	Jun 30, 26	-2.01K	0.03%
Harrington Investments, INC	6.45K	Jun 30, 26	-650	0.03%
BlueStem Wealth Partners, LLC	6.45K	Jun 30, 26	+1.56K	0.03%
SAGE FINANCIAL GROUP INC	6.31K	Jun 30, 26	-818	0.02%
Kelman-Lazarov, Inc.	6.05K	Jun 30, 26	-56	0.02%
Baird Financial Group, Inc.	6.04K	Jun 30, 26	+280	0.02%
Eqis Capital Management, Inc.	5.90K	Jun 30, 26	+10	0.02%
FIRST MANHATTAN CO. LLC.	5.80K	Jun 30, 26	--	0.02%
VestGen Advisors, LLC	5.52K	Jun 30, 26	+10	0.02%
Summit Financial, LLC	5.38K	Jun 30, 26	--	0.02%
FLAGSTAR ADVISORS INC.	5.30K	Jun 30, 26	--	0.02%
ABOUND FINANCIAL, LLC	5.24K	Jun 30, 26	+1.13K	0.02%
CWC Advisors, LLC.	5.16K	Jun 30, 26	-1	0.02%
ARROW FINANCIAL CORP	5.15K	Jun 30, 26	--	0.02%
Argyle Capital Partners, LLC	5.00K	Jun 30, 26	--	0.02%
BridgePort Financial Solutions, LLC	4.95K	Jun 30, 26	-129	0.02%
GOLDMAN SACHS GROUP INC	4.95K	Jun 30, 26	-22.45K	0.02%
Clearstead Advisors, LLC	4.92K	Jun 30, 26	+4.06K	0.02%
Stonebridge Financial Group, LLC	4.91K	Jun 30, 26	+84	0.02%
Diversify Advisory Services, LLC	4.82K	Jun 30, 26	+4.82K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	4.82K	Jun 30, 26	+4.82K	0.02%
ENDEAVOR PRIVATE WEALTH, INC.	4.78K	Jun 30, 26	--	0.02%
Ipsen Advisor Group LLC	4.77K	Jun 30, 26	-43	0.02%
WARNER FINANCIAL, INC	4.75K	Jun 30, 26	+4.75K	0.02%
Fifth Third Wealth Advisors LLC	4.73K	Jun 30, 26	+4.73K	0.02%
Sage Mountain Advisors LLC	4.72K	Jun 30, 26	--	0.02%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	4.72K	Jun 30, 26	-86	0.02%
VERUS CAPITAL PARTNERS, LLC	4.66K	Jun 30, 26	--	0.02%
Continuum Advisory, LLC	4.51K	Jun 30, 26	--	0.02%
CITADEL ADVISORS LLC	4.49K	Jun 30, 26	-19.51K	0.02%
Columbia River Financial Group, LLC	4.38K	Jun 30, 26	-1.30K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.33K	Jun 30, 26	+4.33K	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	4.08K	Jun 30, 26	+4.08K	0.02%
Harbor Asset Planning, Inc.	4.03K	Jun 30, 26	--	0.02%
McAdam, LLC	3.98K	Jun 30, 26	-1.43K	0.02%
JGP Wealth Management, LLC	3.96K	Jun 30, 26	+3.96K	0.02%
Sage Advisory Services, Ltd.Co.	3.89K	Jun 30, 26	+3.89K	0.02%
SOA Wealth Advisors, LLC.	3.47K	Jun 30, 26	-1.57K	0.01%
Evergreen Private Wealth LLC	3.29K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.27K	Jun 30, 26	+493	0.01%
Manchester Capital Management LLC	3.20K	Jun 30, 26	--	0.01%
BLAIR WILLIAM & CO/IL	3.20K	Jun 30, 26	--	0.01%
US BANCORP \DE\	2.97K	Jun 30, 26	+31	0.01%
Greykasell Wealth Strategies, Inc.	2.97K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	2.69K	Jun 30, 26	+149	0.01%
Millstone Evans Group, LLC	2.51K	Jun 30, 26	--	0.01%
GGM Financials LLC	2.43K	Jun 30, 26	+2.43K	0.01%
Larson Financial Group LLC	2.42K	Jun 30, 26	-1.35K	0.01%
IAG Wealth Partners, LLC	1.99K	Jun 30, 26	+119	0.01%
Aptus Capital Advisors, LLC	1.69K	Jun 30, 26	--	0.01%
Glen Eagle Advisors, LLC	1.46K	Jun 30, 26	--	0.01%
Milestone Investment Advisors LLC	1.43K	Jun 30, 26	--	0.01%
First Bancorp, Inc /ME/	1.39K	Jun 30, 26	+1.39K	0.01%
Smartleaf Asset Management LLC	1.36K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	1.24K	Jun 30, 26	+1.24K	0.00%
MCF Advisors LLC	1.13K	Jun 30, 26	+1.13K	0.00%
ZRC WEALTH MANAGEMENT, LLC	1.03K	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	831	Jun 30, 26	--	0.00%
FIRST UNITED BANK & TRUST	540	Jun 30, 26	--	0.00%
Orion Capital Management LLC	533	Jun 30, 26	+186	0.00%
MOTCO	489	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	471	Jun 30, 26	+471	0.00%
Winthrop Capital Management, LLC	452	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	430	Jun 30, 26	-148	0.00%
FIFTH THIRD BANCORP	427	Jun 30, 26	+52	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	410	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	400	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	378	Jun 30, 26	+364	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	343	Jun 30, 26	+23	0.00%
AMERIFLEX GROUP, INC.	341	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	341	Jun 30, 26	+341	0.00%
CoreCap Advisors, LLC	334	Jun 30, 26	--	0.00%
Crewe Advisors LLC	329	Jun 30, 26	--	0.00%
BOK Financial Private Wealth, Inc.	322	Jun 30, 26	--	0.00%
BlackRock, Inc.	255	Jun 30, 26	+255	0.00%
Westside Investment Management, Inc.	250	Jun 30, 26	--	0.00%
CITIGROUP INC	206	Jun 30, 26	+8	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	121	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	119	Jun 30, 26	+42	0.00%
NBC SECURITIES, INC.	71	Jun 30, 26	--	0.00%
AE Wealth Management LLC	67	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	50	Jun 30, 26	+50	0.00%
Provenance Wealth Advisors, LLC	42	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	30	Jun 30, 26	+30	0.00%
Russell Investments Group, Ltd.	27	Jun 30, 26	+27	0.00%
EverSource Wealth Advisors, LLC	21	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	18	Jun 30, 26	--	0.00%
Davis Capital Management	10	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	7	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-2.53K	--
Western Wealth Management, LLC	--	Jun 30, 26	-3.23K	--
Arkos Global Advisors	--	Jun 30, 26	-3.28K	--
Hanson & Doremus Investment Management	--	Jun 30, 26	-227	--
Neumann Capital Management, LLC	--	Jun 30, 26	-23.52K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-5.52K	--
LexAurum Advisors, LLC	--	Jun 30, 26	-7.33K	--
Root Financial Partners, LLC	--	Jun 30, 26	-55	--
WealthShield Partners, LLC	--	Jun 30, 26	-32.55K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-1.69K	--
Independent Advisor Alliance	--	Jun 30, 26	-17.80K	--
XY Planning Network, Inc.	--	Jun 30, 26	-50.55K	--
Petros Family Wealth, LLC	--	Jun 30, 26	-4.66K	--
RMG Wealth Management LLC	--	Jun 30, 26	-3.24K	--
Fortis Capital Advisors, LLC	--	Jun 30, 26	-5.52K	--
Addison Advisors LLC	--	Jun 30, 26	-18.64K	--
MCCARTER PRIVATE WEALTH SERVICES LLC	--	Jun 30, 26	-5.08K	--
Golden State Equity Partners	--	Jun 30, 26	-11.40K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-43	--
BALLAST ADVISORS LLC	--	Jun 30, 26	-25	--
North Berkeley Wealth Management, LLC	293.85K	Mar 31, 26	+8.15K	1.15%
Beacon Pointe Advisors, LLC	109.73K	Mar 31, 26	+5.80K	0.43%
Smart Portfolios, LLC	7.39K	Mar 31, 26	+177	0.03%
SIGNET FINANCIAL MANAGEMENT, LLC	5.38K	Mar 31, 26	--	0.02%
Financial Insights, Inc.	5.25K	Mar 31, 26	-10	0.02%
McIlrath & Eck, LLC	2.87K	Mar 31, 26	-30	0.01%
CWM, LLC	1.50K	Mar 31, 26	--	0.01%
Orion Capital Management LLC	347	Mar 31, 26	+175	0.00%
Anchor Investment Management, LLC	101	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	37	Mar 31, 26	--	0.00%
LongView Asset Management LLC	91.37K	Dec 31, 25	-2.14K	0.36%
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%
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%
First Horizon Advisors, Inc.	--	Jun 30, 25	-206	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-33.27K	--
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	0.06%
3D/L Capital Management, LLC	16.30K	Sep 30, 23	+44	0.06%
TIAA, FSB	2.27M	Jun 30, 23	-51.77K	8.89%
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	0.14%
KINGS POINT CAPITAL MANAGEMENT	402	Mar 31, 22	+402	0.00%
Ameritas Investment Company, LLC	115.58K	Sep 30, 21	+66.44K	0.45%
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/

1.95M

Jun 30, 26

-1.93M

7.63%

MERCER GLOBAL ADVISORS INC /ADV

1.81M

Jun 30, 26

+88.27K

7.09%

Abacus Wealth Partners, LLC

1.55M

Jun 30, 26

+112.55K

6.06%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.19M

Jun 30, 26

-62.77K

4.67%

ROYAL BANK OF CANADA

1.06M

Jun 30, 26

+3.02K

4.15%

UBS Group AG

1.05M

Jun 30, 26

+304.68K

4.11%

MORGAN STANLEY

1.04M

Jun 30, 26

-8.21K

4.07%

MISSION WEALTH MANAGEMENT, LP

876.48K

Jun 30, 26

+45.77K

3.43%

LPL Financial LLC

838.35K

Jun 30, 26

+18.60K

3.28%

Bank of New York Mellon Corp

446.47K

Jun 30, 26

+86.55K

1.75%

Boston Common Asset Management, LLC

419.63K

Jun 30, 26

-5.15K

1.64%

First Pacific Financial

260.64K

Jun 30, 26

-4.39K

1.02%

Creative Planning

259.82K

Jun 30, 26

-639

1.02%

ASSETMARK, INC

257.01K

Jun 30, 26

-4.81K

1.01%

WCG Wealth Advisors LLC

237.57K

Jun 30, 26

+15.57K

0.93%

FMR LLC

217.12K

Jun 30, 26

-3.12K

0.85%

WELLS FARGO & COMPANY/MN

216.57K

Jun 30, 26

+4.51K

0.85%

CI Private Wealth, LLC

213.05K

Jun 30, 26

-49.39K

0.83%

STIFEL FINANCIAL CORP

169.19K

Jun 30, 26

+1.44K

0.66%

AMERIPRISE FINANCIAL INC

150.59K

Jun 30, 26

+1.17K

0.59%

Allworth Financial LP

138.30K

Jun 30, 26

+2.09K

0.54%

DeDora Capital, Inc.

135.16K

Jun 30, 26

+839

0.53%

Colorado Capital Management, Inc.

133.69K

Jun 30, 26

-1.07K

0.52%

ENVESTNET ASSET MANAGEMENT INC

133.45K

Jun 30, 26

+2.86K

0.52%

Allodium Investment Consultants, LLC

130.44K

Jun 30, 26

+7.73K

0.51%

JONES FINANCIAL COMPANIES LLLP

127.19K

Jun 30, 26

+10.75K

0.50%

TWO SIGMA INVESTMENTS, LP

121.90K

Jun 30, 26

+121.90K

0.48%

Ameritas Advisory Services, LLC

121.64K

Jun 30, 26

+37.96K

0.48%

Palisades Hudson Asset Management, L.P.

119.28K

Jun 30, 26

+7.14K

0.47%

CAPTRUST FINANCIAL ADVISORS

114.11K

Jun 30, 26

+9.12K

0.45%

EP Wealth Advisors, LLC

109.64K

Jun 30, 26

+3.55K

0.43%

Beacon Pointe Advisors, LLC

108.79K

Jun 30, 26

-947

0.43%

Cetera Investment Advisers

104.24K

Jun 30, 26

+2.47K

0.41%

COMMONWEALTH EQUITY SERVICES, LLC

101.56K

Jun 30, 26

+3.65K

0.40%

COLDSTREAM CAPITAL MANAGEMENT INC

94.51K

Jun 30, 26

-87.10K

0.37%

Rockefeller Capital Management L.P.

88.26K

Jun 30, 26

+3.11K

0.35%

JPMORGAN CHASE & CO

85.61K

Jun 30, 26

+3.32K

0.34%

RAYMOND JAMES FINANCIAL INC

82.71K

Jun 30, 26

+486

0.32%

Rossby Financial, LCC

77.28K

Jun 30, 26

+1.68K

0.30%

Cambridge Investment Research Advisors, Inc.

74.09K

Jun 30, 26

+2.79K

0.29%

BSW Wealth Partners

68.51K

Jun 30, 26

-11.84K

0.27%

ST GERMAIN D J CO INC

66.43K

Jun 30, 26

+1.38K

0.26%

SilverOak Wealth Management LLC

62.23K

Jun 30, 26

+479

0.24%

UBS ASSET MANAGEMENT AMERICAS INC

58.82K

Jun 30, 26

0.23%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

57.51K

Jun 30, 26

+467

0.23%

NewEdge Advisors, LLC

57.36K

Jun 30, 26

-743

0.22%

Adviser Investments LLC

54.79K

Jun 30, 26

+107

0.21%

Arlington Financial Advisors, LLC

54.21K

Jun 30, 26

-297

0.21%

Wescott Financial Advisory Group, LLC

51.15K

Jun 30, 26

-359

0.20%

Westfuller Advisors, LLC

50.28K

Jun 30, 26

+13.60K

0.20%

IMPACTfolio, LLC

46.11K

Jun 30, 26

+483

0.18%

Corundum Group, Inc.

43.32K

Jun 30, 26

-2.03K

0.17%

WHITTIER TRUST CO

42.81K

Jun 30, 26

0.17%

Modera Wealth Management, LLC

42.15K

Jun 30, 26

+69

0.17%

LAZARD ASSET MANAGEMENT LLC

41.90K

Jun 30, 26

0.16%

Pioneer Wealth Management Group

41.54K

Jun 30, 26

+9.09K

0.16%

Clarity Wealth Development LLC

40.26K

Jun 30, 26

-31.02K

0.16%

WHITTIER TRUST CO OF NEVADA INC

39.30K

Jun 30, 26

+283

0.15%

Stonehearth Capital Management, LLC

37.71K

Jun 30, 26

-1.41K

0.15%

HM PAYSON & CO

35.69K

Jun 30, 26

+301

0.14%

Farther Finance Advisors, LLC

34.46K

Jun 30, 26

+28.37K

0.14%

Modern Wealth Management, LLC

32.77K

Jun 30, 26

-6.62K

0.13%

SageView Advisory Group, LLC

32.67K

Jun 30, 26

-7.97K

0.13%

TIAA TRUST, NATIONAL ASSOCIATION

32.38K

Jun 30, 26

-742

0.13%

Revolve Wealth Partners, LLC

32.30K

Jun 30, 26

-83

0.13%

Pathstone Holdings, LLC

32.30K

Jun 30, 26

+15

0.13%

Stewardship Advisors, LLC

30.33K

Jun 30, 26

-839

0.12%

Equita Financial Network, Inc.

30.16K

Jun 30, 26

+1.87K

0.12%

HighTower Advisors, LLC

28.73K

Jun 30, 26

-2.20K

0.11%

Colony Group, LLC

28.05K

Jun 30, 26

+1.02K

0.11%

Walkner Condon Financial Advisors LLC

27.96K

Jun 30, 26

+1.81K

0.11%

One Capital Management, LLC

27.80K

Jun 30, 26

0.11%

Brio Consultants, LLC

27.16K

Jun 30, 26

+299

0.11%

Savant Capital, LLC

25.30K

Jun 30, 26

+13.16K

0.10%

Equitable Holdings, Inc.

23.02K

Jun 30, 26

-3.65K

0.09%

Diversified Enterprises, LLC

22.86K

Jun 30, 26

+637

0.09%

SGL Investment Advisors, Inc.

22.68K

Jun 30, 26

-166

0.09%

PFG Investments, LLC

22.61K

Jun 30, 26

+4.96K

0.09%

OPPENHEIMER ASSET MANAGEMENT INC.

21.93K

Jun 30, 26

+69

0.09%

HARBOUR INVESTMENTS, INC.

21.39K

Jun 30, 26

-621

0.08%

Betterment LLC

21.29K

Jun 30, 26

+306

0.08%

UMB Bank, n.a.

20.70K

Jun 30, 26

-487

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.52K

Jun 30, 26

+20.52K

0.08%

Evolution Advisers, Inc.

20.35K

Jun 30, 26

+130

0.08%

Silver Oak Advisory Group, Inc.

19.39K

Jun 30, 26

-48

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

19.23K

Jun 30, 26

-848

0.08%

Private Advisor Group, LLC

19.09K

Jun 30, 26

+3.92K

0.07%

RTD Financial Advisors, Inc.

18.77K

Jun 30, 26

-227

0.07%

ADVISOR GROUP HOLDINGS, INC.

18.74K

Jun 30, 26

+3.51K

0.07%

VICUS CAPITAL

18.55K

Jun 30, 26

-466

0.07%

RVW Wealth, LLC

18.36K

Jun 30, 26

0.07%

NATIXIS ADVISORS, L.P.

18.10K

Jun 30, 26

+4.07K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

17.45K

Jun 30, 26

+595

0.07%

White Lighthouse Investment Management Inc.

16.89K

Jun 30, 26

+900

0.07%

Midwest Trust Co

16.70K

Jun 30, 26

0.07%

BOKF, NA

16.00K

Jun 30, 26

+298

0.06%

Bragg Financial Advisors, Inc

15.92K

Jun 30, 26

-441

0.06%

Affiance Financial, LLC

15.62K

Jun 30, 26

+205

0.06%

CX Institutional

15.43K

Jun 30, 26

-230

0.06%

NATURAL INVESTMENTS, LLC

15.29K

Jun 30, 26

+5.15K

0.06%

Mutual Advisors, LLC

15.08K

Jun 30, 26

-483

0.06%

TriaGen Wealth Management LLC

14.45K

Jun 30, 26

-24

0.06%

Shotwell Rutter Baer Inc

14.41K

Jun 30, 26

-2

0.06%

Bensler, LLC

14.29K

Jun 30, 26

-94

0.06%

Stratos Wealth Partners, LTD.

14.10K

Jun 30, 26

-2

0.06%

Cresset Asset Management, LLC

13.65K

Jun 30, 26

0.05%

Destination Wealth Management

13.41K

Jun 30, 26

0.05%

Laurel Wealth Planning LLC

13.07K

Jun 30, 26

-510

0.05%

Integrated Wealth Concepts LLC

12.98K

Jun 30, 26

+3.41K

0.05%

SK Wealth Management, LLC

12.96K

Jun 30, 26

-1.75K

0.05%

GeoWealth Management, LLC

12.69K

Jun 30, 26

-7.75K

0.05%

Tradition Wealth Management, LLC

12.29K

Jun 30, 26

-67

0.05%

BARTLETT & CO. WEALTH MANAGEMENT LLC

12.00K

Jun 30, 26

+10.38K

0.05%

MML INVESTORS SERVICES, LLC

11.89K

Jun 30, 26

+5.21K

0.05%

Painted Porch Advisors LLC

11.65K

Jun 30, 26

+29

0.05%

Apollon Wealth Management, LLC

11.19K

Jun 30, 26

+1.55K

0.04%

PARK AVENUE SECURITIES LLC

10.94K

Jun 30, 26

+35

0.04%

D.A. DAVIDSON & CO.

10.85K

Jun 30, 26

-114

0.04%

Schneider Downs Wealth Management Advisors, LP

10.50K

Jun 30, 26

+21

0.04%

Brinker Capital Investments, LLC

10.49K

Jun 30, 26

-415

0.04%

FRANKLIN RESOURCES INC

10.44K

Jun 30, 26

0.04%

Carr Financial Group Corp

10.22K

Jun 30, 26

0.04%

Dynamic Advisor Solutions LLC

9.79K

Jun 30, 26

-447

0.04%

Chicago Partners Investment Group LLC

9.51K

Jun 30, 26

+831

0.04%

TRUST CO OF TOLEDO NA /OH/

9.47K

Jun 30, 26

0.04%

McClarren Financial Advisors, Inc.

9.41K

Jun 30, 26

+286

0.04%

Falcon Wealth Planning

9.28K

Jun 30, 26

-1.31K

0.04%

McNamara Financial Services, Inc.

9.21K

Jun 30, 26

+13

0.04%

Relyea Zuckerberg Hanson LLC

9.10K

Jun 30, 26

-975

0.04%

ANB BANK

8.98K

Jun 30, 26

-50

0.04%

Resonant Capital Advisors, LLC

8.96K

Jun 30, 26

+24

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

8.93K

Jun 30, 26

-571

0.03%

Capasso Planning Partners LLC

8.83K

Jun 30, 26

+16

0.03%

Acropolis Investment Management, LLC

8.70K

Jun 30, 26

0.03%

PACIFIC SUN FINANCIAL CORP

8.51K

Jun 30, 26

-50

0.03%

WEST BANCORPORATION INC

8.48K

Jun 30, 26

+499

0.03%

ZENITH SOLUTIONS, INC.

8.34K

Jun 30, 26

+8.34K

0.03%

Capital Management Associates, Inc

8.34K

Jun 30, 26

-48

0.03%

Gerber Kawasaki Wealth & Investment Management

8.29K

Jun 30, 26

-50

0.03%

MAI Capital Management

8.26K

Jun 30, 26

0.03%

Vestmark Advisory Solutions, Inc.

8.14K

Jun 30, 26

-1.44K

0.03%

Consolidated Planning Corp

8.13K

Jun 30, 26

-30

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

8.11K

Jun 30, 26

+3.19K

0.03%

Stordahl Capital Management, Inc.

7.95K

Jun 30, 26

+85

0.03%

Curtis Advisory Group, LLC

7.87K

Jun 30, 26

0.03%

MOLLER FINANCIAL SERVICES

7.81K

Jun 30, 26

+7.81K

0.03%

Klaas Financial Asset Advisors, LLC

7.81K

Jun 30, 26

-126

0.03%

CGC Financial Services, LLC

7.74K

Jun 30, 26

+340

0.03%

Bond & Devick Financial Network, Inc.

7.66K

Jun 30, 26

0.03%

New Insight Wealth Advisors

7.64K

Jun 30, 26

-20

0.03%

Perigon Wealth Management, LLC

7.46K

Jun 30, 26

-866

0.03%

Values Added Financial LLC

7.36K

Jun 30, 26

0.03%

Capital Advantage, Inc.

7.33K

Jun 30, 26

+81

0.03%

PFG Advisors

7.11K

Jun 30, 26

+98

0.03%

Mariner, LLC

6.84K

Jun 30, 26

-25.15K

0.03%

Merit Financial Group, LLC

6.75K

Jun 30, 26

-940

0.03%

Marshall & Sterling Wealth Advisors Inc.

6.73K

Jun 30, 26

-207

0.03%

Tower Research Capital LLC (TRC)

6.67K

Jun 30, 26

+6.67K

0.03%

Trust Co

6.60K

Jun 30, 26

-471

0.03%

Balanced Rock Investment Advisor

6.58K

Jun 30, 26

-2.01K

0.03%

Harrington Investments, INC

6.45K

Jun 30, 26

-650

0.03%

BlueStem Wealth Partners, LLC

6.45K

Jun 30, 26

+1.56K

0.03%

SAGE FINANCIAL GROUP INC

6.31K

Jun 30, 26

-818

0.02%

Kelman-Lazarov, Inc.

6.05K

Jun 30, 26

-56

0.02%

Baird Financial Group, Inc.

6.04K

Jun 30, 26

+280

0.02%

Eqis Capital Management, Inc.

5.90K

Jun 30, 26

+10

0.02%

FIRST MANHATTAN CO. LLC.

5.80K

Jun 30, 26

0.02%

VestGen Advisors, LLC

5.52K

Jun 30, 26

+10

0.02%

Summit Financial, LLC

5.38K

Jun 30, 26

0.02%

FLAGSTAR ADVISORS INC.

5.30K

Jun 30, 26

0.02%

ABOUND FINANCIAL, LLC

5.24K

Jun 30, 26

+1.13K

0.02%

CWC Advisors, LLC.

5.16K

Jun 30, 26

-1

0.02%

ARROW FINANCIAL CORP

5.15K

Jun 30, 26

0.02%

Argyle Capital Partners, LLC

5.00K

Jun 30, 26

0.02%

BridgePort Financial Solutions, LLC

4.95K

Jun 30, 26

-129

0.02%

GOLDMAN SACHS GROUP INC

4.95K

Jun 30, 26

-22.45K

0.02%

Clearstead Advisors, LLC

4.92K

Jun 30, 26

+4.06K

0.02%

Stonebridge Financial Group, LLC

4.91K

Jun 30, 26

+84

0.02%

Diversify Advisory Services, LLC

4.82K

Jun 30, 26

+4.82K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.82K

Jun 30, 26

+4.82K

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

4.78K

Jun 30, 26

0.02%

Ipsen Advisor Group LLC

4.77K

Jun 30, 26

-43

0.02%

WARNER FINANCIAL, INC

4.75K

Jun 30, 26

+4.75K

0.02%

Fifth Third Wealth Advisors LLC

4.73K

Jun 30, 26

+4.73K

0.02%

Sage Mountain Advisors LLC

4.72K

Jun 30, 26

0.02%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

4.72K

Jun 30, 26

-86

0.02%

VERUS CAPITAL PARTNERS, LLC

4.66K

Jun 30, 26

0.02%

Continuum Advisory, LLC

4.51K

Jun 30, 26

0.02%

CITADEL ADVISORS LLC

4.49K

Jun 30, 26

-19.51K

0.02%

Columbia River Financial Group, LLC

4.38K

Jun 30, 26

-1.30K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.33K

Jun 30, 26

+4.33K

0.02%

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

4.08K

Jun 30, 26

+4.08K

0.02%

Harbor Asset Planning, Inc.

4.03K

Jun 30, 26

0.02%

McAdam, LLC

3.98K

Jun 30, 26

-1.43K

0.02%

JGP Wealth Management, LLC

3.96K

Jun 30, 26

+3.96K

0.02%

Sage Advisory Services, Ltd.Co.

3.89K

Jun 30, 26

+3.89K

0.02%

SOA Wealth Advisors, LLC.

3.47K

Jun 30, 26

-1.57K

0.01%

Evergreen Private Wealth LLC

3.29K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.27K

Jun 30, 26

+493

0.01%

Manchester Capital Management LLC

3.20K

Jun 30, 26

0.01%

BLAIR WILLIAM & CO/IL

3.20K

Jun 30, 26

0.01%

US BANCORP \DE\

2.97K

Jun 30, 26

+31

0.01%

Greykasell Wealth Strategies, Inc.

2.97K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

2.69K

Jun 30, 26

+149

0.01%

Millstone Evans Group, LLC

2.51K

Jun 30, 26

0.01%

GGM Financials LLC

2.43K

Jun 30, 26

+2.43K

0.01%

Larson Financial Group LLC

2.42K

Jun 30, 26

-1.35K

0.01%

IAG Wealth Partners, LLC

1.99K

Jun 30, 26

+119

0.01%

Aptus Capital Advisors, LLC

1.69K

Jun 30, 26

0.01%

Glen Eagle Advisors, LLC

1.46K

Jun 30, 26

0.01%

Milestone Investment Advisors LLC

1.43K

Jun 30, 26

0.01%

First Bancorp, Inc /ME/

1.39K

Jun 30, 26

+1.39K

0.01%

Smartleaf Asset Management LLC

1.36K

Jun 30, 26

0.01%

IFG Advisory, LLC

1.24K

Jun 30, 26

+1.24K

0.00%

MCF Advisors LLC

1.13K

Jun 30, 26

+1.13K

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.03K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

831

Jun 30, 26

0.00%

FIRST UNITED BANK & TRUST

540

Jun 30, 26

0.00%

Orion Capital Management LLC

533

Jun 30, 26

+186

0.00%

MOTCO

489

Jun 30, 26

0.00%

SIGNATUREFD, LLC

471

Jun 30, 26

+471

0.00%

Winthrop Capital Management, LLC

452

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

430

Jun 30, 26

-148

0.00%

FIFTH THIRD BANCORP

427

Jun 30, 26

+52

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

410

Jun 30, 26

0.00%

Noble Wealth Management PBC

400

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

378

Jun 30, 26

+364

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

343

Jun 30, 26

+23

0.00%

AMERIFLEX GROUP, INC.

341

Jun 30, 26

0.00%

Global Retirement Partners, LLC

341

Jun 30, 26

+341

0.00%

CoreCap Advisors, LLC

334

Jun 30, 26

0.00%

Crewe Advisors LLC

329

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

322

Jun 30, 26

0.00%

BlackRock, Inc.

255

Jun 30, 26

+255

0.00%

Westside Investment Management, Inc.

250

Jun 30, 26

0.00%

CITIGROUP INC

206

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

121

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

119

Jun 30, 26

+42

0.00%

NBC SECURITIES, INC.

Jun 30, 26

0.00%

AE Wealth Management LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+50

0.00%

Provenance Wealth Advisors, LLC

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

+30

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+27

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-2.53K

Western Wealth Management, LLC

Jun 30, 26

-3.23K

Arkos Global Advisors

Jun 30, 26

-3.28K

Hanson & Doremus Investment Management

Jun 30, 26

-227

Neumann Capital Management, LLC

Jun 30, 26

-23.52K

Belpointe Asset Management LLC

Jun 30, 26

-5.52K

LexAurum Advisors, LLC

Jun 30, 26

-7.33K

Root Financial Partners, LLC

Jun 30, 26

-55

WealthShield Partners, LLC

Jun 30, 26

-32.55K

Clarity Asset Management, Inc.

Jun 30, 26

-1.69K

Independent Advisor Alliance

Jun 30, 26

-17.80K

XY Planning Network, Inc.

Jun 30, 26

-50.55K

Petros Family Wealth, LLC

Jun 30, 26

-4.66K

RMG Wealth Management LLC

Jun 30, 26

-3.24K

Fortis Capital Advisors, LLC

Jun 30, 26

-5.52K

Addison Advisors LLC

Jun 30, 26

-18.64K

MCCARTER PRIVATE WEALTH SERVICES LLC

Jun 30, 26

-5.08K

Golden State Equity Partners

Jun 30, 26

-11.40K

True Link Financial Advisors, LLC

Jun 30, 26

-43

BALLAST ADVISORS LLC

Jun 30, 26

-25

North Berkeley Wealth Management, LLC

293.85K

Mar 31, 26

+8.15K

1.15%

Beacon Pointe Advisors, LLC

109.73K

Mar 31, 26

+5.80K

0.43%

Smart Portfolios, LLC

7.39K

Mar 31, 26

+177

0.03%

SIGNET FINANCIAL MANAGEMENT, LLC

5.38K

Mar 31, 26

0.02%

Financial Insights, Inc.

5.25K

Mar 31, 26

-10

0.02%

McIlrath & Eck, LLC

2.87K

Mar 31, 26

-30

0.01%

CWM, LLC

1.50K

Mar 31, 26

0.01%

Orion Capital Management LLC

347

Mar 31, 26

+175

0.00%

Anchor Investment Management, LLC

101

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

LongView Asset Management LLC

91.37K

Dec 31, 25

-2.14K

0.36%

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%

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%

First Horizon Advisors, Inc.

Jun 30, 25

-206

Atria Wealth Solutions, Inc.

Jun 30, 25

-33.27K

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

0.06%

3D/L Capital Management, LLC

16.30K

Sep 30, 23

+44

0.06%

TIAA, FSB

2.27M

Jun 30, 23

-51.77K

8.89%

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

0.14%

KINGS POINT CAPITAL MANAGEMENT

402

Mar 31, 22

+402

0.00%

Ameritas Investment Company, LLC

115.58K

Sep 30, 21

+66.44K

0.45%

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%