NVG(NVG)
NVG
Institutional Ownership
Top 372 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 3.12M | Jun 30, 26 | +162.64K | 1.45% |
| MORGAN STANLEY | 2.72M | Jun 30, 26 | -10.59K | 1.26% |
| Hennion & Walsh Asset Management, Inc. | 2.21M | Jun 30, 26 | +292.52K | 1.02% |
| WELLS FARGO & COMPANY/MN | 1.54M | Jun 30, 26 | +75.45K | 0.71% |
| UBS Group AG | 1.43M | Jun 30, 26 | -539.17K | 0.66% |
| BANK OF AMERICA CORP /DE/ | 1.42M | Jun 30, 26 | +157.11K | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 1.39M | Jun 30, 26 | +150.08K | 0.65% |
| VAN ECK ASSOCIATES CORP | 1.05M | Jun 30, 26 | +35.31K | 0.49% |
| LPL Financial LLC | 1.05M | Jun 30, 26 | -44.90K | 0.49% |
| Advisors Asset Management, Inc. | 675.08K | Jun 30, 26 | -10.97K | 0.31% |
| Cornerstone Advisory, LLC | 619.79K | Jun 30, 26 | -16.68K | 0.29% |
| Congress Park Capital LLC | 598.00K | Jun 30, 26 | +15.00K | 0.28% |
| AMERIPRISE FINANCIAL INC | 525.81K | Jun 30, 26 | +86.02K | 0.24% |
| McGowan Group Asset Management, Inc. | 494.10K | Jun 30, 26 | +1.98K | 0.23% |
| Allianz Asset Management GmbH | 470.90K | Jun 30, 26 | -- | 0.22% |
| ROYAL BANK OF CANADA | 468.78K | Jun 30, 26 | +19.90K | 0.22% |
| Left Brain Wealth Management, LLC | 413.88K | Jun 30, 26 | -41.58K | 0.19% |
| STIFEL FINANCIAL CORP | 407.03K | Jun 30, 26 | +5.52K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 372.23K | Jun 30, 26 | -11.39K | 0.17% |
| LaSalle St. Investment Advisors, LLC | 367.59K | Jun 30, 26 | -984 | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 349.93K | Jun 30, 26 | -13.29K | 0.16% |
| Kestra Advisory Services, LLC | 320.89K | Jun 30, 26 | +24.14K | 0.15% |
| Palogic Value Management, L.P. | 291.03K | Jun 30, 26 | +7.30K | 0.13% |
| Cetera Investment Advisers | 238.55K | Jun 30, 26 | +19.08K | 0.11% |
| Rockefeller Capital Management L.P. | 218.53K | Jun 30, 26 | -8.88K | 0.10% |
| Gould Capital, LLC | 202.43K | Jun 30, 26 | +11.60K | 0.09% |
| Fiera Capital Corp | 200.13K | Jun 30, 26 | +37.89K | 0.09% |
| J.W. COLE ADVISORS, INC. | 197.40K | Jun 30, 26 | +197.40K | 0.09% |
| Invesco Ltd. | 195.42K | Jun 30, 26 | +102 | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 182.40K | Jun 30, 26 | -47 | 0.08% |
| Arkadios Wealth Advisors | 182.38K | Jun 30, 26 | +19.48K | 0.08% |
| JANE STREET GROUP, LLC | 176.42K | Jun 30, 26 | +7.80K | 0.08% |
| SIT INVESTMENT ASSOCIATES INC | 166.66K | Jun 30, 26 | -7.50K | 0.08% |
| KENNEDY INVESTMENT GROUP | 150.18K | Jun 30, 26 | -9.34K | 0.07% |
| NewEdge Advisors, LLC | 150.10K | Jun 30, 26 | +26.32K | 0.07% |
| Pallas Capital Advisors LLC | 144.26K | Jun 30, 26 | -- | 0.07% |
| Colony Group, LLC | 142.11K | Jun 30, 26 | -72 | 0.07% |
| CoreCap Advisors, LLC | 141.53K | Jun 30, 26 | +5.76K | 0.07% |
| COHEN & STEERS, INC. | 134.98K | Jun 30, 26 | -20.00K | 0.06% |
| PINNACLE ASSOCIATES LTD | 130.71K | Jun 30, 26 | +6.99K | 0.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 129.88K | Jun 30, 26 | +465 | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 128.76K | Jun 30, 26 | +6.44K | 0.06% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 128.13K | Jun 30, 26 | +5.67K | 0.06% |
| Melone Private Wealth, LLC | 126.74K | Jun 30, 26 | +26.57K | 0.06% |
| HARBOUR INVESTMENTS, INC. | 126.55K | Jun 30, 26 | -125 | 0.06% |
| Mariner, LLC | 126.44K | Jun 30, 26 | +11.26K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 123.97K | Jun 30, 26 | -5.51K | 0.06% |
| Tyche Wealth Partners LLC | 118.42K | Jun 30, 26 | -3.93K | 0.05% |
| Lido Advisors, LLC | 112.52K | Jun 30, 26 | -102 | 0.05% |
| OPPENHEIMER & CO INC | 111.63K | Jun 30, 26 | +4.32K | 0.05% |
| Wealth Advisors of Tampa Bay, LLC | 108.38K | Jun 30, 26 | -777 | 0.05% |
| Private Advisor Group, LLC | 104.78K | Jun 30, 26 | +4.48K | 0.05% |
| Prospera Financial Services Inc | 103.57K | Jun 30, 26 | +26.03K | 0.05% |
| Kingsview Wealth Management, LLC | 103.19K | Jun 30, 26 | -47 | 0.05% |
| CHAPIN DAVIS, INC. | 96.93K | Jun 30, 26 | +16.52K | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 93.28K | Jun 30, 26 | +262 | 0.04% |
| Summit Trail Advisors, LLC | 91.69K | Jun 30, 26 | +14.91K | 0.04% |
| FSA Advisors, Inc. | 90.45K | Jun 30, 26 | -2.26K | 0.04% |
| Smith Asset Management Co., LLC | 86.85K | Jun 30, 26 | -877 | 0.04% |
| Capital Investment Advisors, LLC | 83.43K | Jun 30, 26 | -1.41K | 0.04% |
| SMITH, MOORE & CO. | 79.67K | Jun 30, 26 | +1.51K | 0.04% |
| Integrated Wealth Concepts LLC | 78.19K | Jun 30, 26 | +39.24K | 0.04% |
| Janney Montgomery Scott LLC | 77.49K | Jun 30, 26 | +2.88K | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 75.55K | Jun 30, 26 | +17.02K | 0.04% |
| Whipplewood Advisors, LLC | 75.04K | Jun 30, 26 | +2.09K | 0.03% |
| WESBANCO BANK INC | 73.98K | Jun 30, 26 | -- | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68.31K | Jun 30, 26 | -2.45K | 0.03% |
| Summit Financial, LLC | 62.67K | Jun 30, 26 | -3.13K | 0.03% |
| Pensionmark Financial Group, LLC | 62.62K | Jun 30, 26 | -16.98K | 0.03% |
| Kercheville Advisors, LLC | 59.12K | Jun 30, 26 | -7.48K | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 56.76K | Jun 30, 26 | +56.76K | 0.03% |
| Rinkey Investments | 51.40K | Jun 30, 26 | +10.00K | 0.02% |
| Founders Financial Alliance, LLC | 50.34K | Jun 30, 26 | +679 | 0.02% |
| XTX Topco Ltd | 48.46K | Jun 30, 26 | +3.45K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47.88K | Jun 30, 26 | -32.06K | 0.02% |
| Mathes Company, Inc. | 46.50K | Jun 30, 26 | -5.00K | 0.02% |
| Broyhill Asset Management | 46.36K | Jun 30, 26 | -- | 0.02% |
| Oxbow Advisors, LLC | 43.24K | Jun 30, 26 | -- | 0.02% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42.95K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 42.65K | Jun 30, 26 | -82.04K | 0.02% |
| Ranch Capital Advisors Inc. | 40.68K | Jun 30, 26 | -1.97K | 0.02% |
| Burford Brothers, Inc. | 37.78K | Jun 30, 26 | -- | 0.02% |
| Concurrent Investment Advisors, LLC | 37.24K | Jun 30, 26 | +8.91K | 0.02% |
| CI Private Wealth, LLC | 37.07K | Jun 30, 26 | -5.84K | 0.02% |
| InTrack Investment Management Inc | 36.85K | Jun 30, 26 | +181 | 0.02% |
| DAVENPORT & Co LLC | 36.65K | Jun 30, 26 | +8.00K | 0.02% |
| Texas Capital Bank Wealth Management Services Inc | 35.84K | Jun 30, 26 | -- | 0.02% |
| RFG Advisory, LLC | 34.90K | Jun 30, 26 | +5.74K | 0.02% |
| Steward Partners Investment Advisory, LLC | 34.39K | Jun 30, 26 | +180 | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 34.34K | Jun 30, 26 | -760 | 0.02% |
| Perennial Investment Advisors, LLC | 33.83K | Jun 30, 26 | +10.04K | 0.02% |
| Hirtle Callaghan & Co LLC | 33.73K | Jun 30, 26 | -- | 0.02% |
| TRUIST FINANCIAL CORP | 33.50K | Jun 30, 26 | -6.11K | 0.02% |
| NBC SECURITIES, INC. | 33.36K | Jun 30, 26 | +2.32K | 0.02% |
| Allworth Financial LP | 33.13K | Jun 30, 26 | -1.53K | 0.02% |
| Wealthcare Advisory Partners LLC | 33.09K | Jun 30, 26 | -1.95K | 0.02% |
| Equitable Holdings, Inc. | 32.78K | Jun 30, 26 | -4.55K | 0.02% |
| Sowell Financial Services LLC | 32.28K | Jun 30, 26 | -2.91K | 0.01% |
| David J Yvars Group | 32.05K | Jun 30, 26 | +15.80K | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 31.98K | Jun 30, 26 | +31.98K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 31.68K | Jun 30, 26 | -1.99K | 0.01% |
| Compass Financial Group, INC/SD | 31.66K | Jun 30, 26 | -- | 0.01% |
| Requisite Capital Management, LLC | 31.46K | Jun 30, 26 | +31.46K | 0.01% |
| Inspire Advisors, LLC | 31.40K | Jun 30, 26 | +31.40K | 0.01% |
| Farther Finance Advisors, LLC | 31.09K | Jun 30, 26 | +1.98K | 0.01% |
| Wealthspire Advisors, LLC | 31.07K | Jun 30, 26 | +31.07K | 0.01% |
| MAI Capital Management | 30.63K | Jun 30, 26 | +29.43K | 0.01% |
| CITADEL ADVISORS LLC | 28.69K | Jun 30, 26 | +28.69K | 0.01% |
| Venture Visionary Partners LLC | 28.53K | Jun 30, 26 | +28.53K | 0.01% |
| WEALTHSPAN PARTNERS, LLC | 28.50K | Jun 30, 26 | +125 | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 28.41K | Jun 30, 26 | +79 | 0.01% |
| BENJAMIN EDWARDS INC | 27.93K | Jun 30, 26 | +3.40K | 0.01% |
| MBA Advisors LLC | 27.66K | Jun 30, 26 | -- | 0.01% |
| D.A. DAVIDSON & CO. | 27.24K | Jun 30, 26 | -- | 0.01% |
| Walker Asset Management, LLC | 27.23K | Jun 30, 26 | -- | 0.01% |
| RAMSEY QUANTITATIVE SYSTEMS | 27.00K | Jun 30, 26 | +27.00K | 0.01% |
| Clearstead Advisors, LLC | 26.31K | Jun 30, 26 | +118 | 0.01% |
| Element Wealth, LLC | 25.93K | Jun 30, 26 | -1.00K | 0.01% |
| Stratos Wealth Partners, LTD. | 25.68K | Jun 30, 26 | +32 | 0.01% |
| Sanctuary Advisors, LLC | 25.33K | Jun 30, 26 | +4.60K | 0.01% |
| XML Financial, LLC | 25.00K | Jun 30, 26 | -3.00K | 0.01% |
| Saxony Capital Management, LLC | 24.39K | Jun 30, 26 | -- | 0.01% |
| MML INVESTORS SERVICES, LLC | 23.70K | Jun 30, 26 | +5.58K | 0.01% |
| WORLD EQUITY GROUP, INC. | 23.25K | Jun 30, 26 | -200 | 0.01% |
| VisionPoint Advisory Group, LLC | 23.23K | Jun 30, 26 | +317 | 0.01% |
| Spire Wealth Management | 23.00K | Jun 30, 26 | +2.00K | 0.01% |
| Aurora Private Wealth, Inc. | 22.58K | Jun 30, 26 | +1.17K | 0.01% |
| Plan Group Financial, LLC | 22.23K | Jun 30, 26 | -- | 0.01% |
| INSIGNEO ADVISORY SERVICES, LLC | 22.19K | Jun 30, 26 | -1.82K | 0.01% |
| AlphaCore Capital LLC | 22.15K | Jun 30, 26 | +412 | 0.01% |
| DUNCKER STREETT & CO INC | 22.07K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 21.93K | Jun 30, 26 | -2.38K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 21.90K | Jun 30, 26 | +4.80K | 0.01% |
| PFG Investments, LLC | 21.79K | Jun 30, 26 | +22 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 21.69K | Jun 30, 26 | +2.80K | 0.01% |
| Alpine Global Management, LLC | 20.94K | Jun 30, 26 | -13.00K | 0.01% |
| IBEX WEALTH ADVISORS | 20.45K | Jun 30, 26 | -471 | 0.01% |
| Gridiron Partners, LLC | 20.45K | Jun 30, 26 | -145.84K | 0.01% |
| Fortitude Advisory Group L.L.C. | 20.26K | Jun 30, 26 | +1.18K | 0.01% |
| Worth Asset Management, LLC | 19.91K | Jun 30, 26 | +19.91K | 0.01% |
| Aptus Capital Advisors, LLC | 19.78K | Jun 30, 26 | -- | 0.01% |
| Wealth Dimensions Group, Ltd. | 17.39K | Jun 30, 26 | -400 | 0.01% |
| Sentinus, LLC | 16.76K | Jun 30, 26 | -- | 0.01% |
| Beaumont Financial Advisors, LLC | 16.65K | Jun 30, 26 | -- | 0.01% |
| Savvy Advisors, Inc. | 16.52K | Jun 30, 26 | +63 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 16.43K | Jun 30, 26 | +16.43K | 0.01% |
| Haverford Trust Co | 16.13K | Jun 30, 26 | -- | 0.01% |
| HighTower Advisors, LLC | 16.09K | Jun 30, 26 | -1.97K | 0.01% |
| Baird Financial Group, Inc. | 15.98K | Jun 30, 26 | +666 | 0.01% |
| Crestwood Advisors Group LLC | 15.84K | Jun 30, 26 | +15.84K | 0.01% |
| Coastal Investment Advisors, Inc. | 15.55K | Jun 30, 26 | -- | 0.01% |
| MAGNOLIA CAPITAL ADVISORS LLC | 15.31K | Jun 30, 26 | -- | 0.01% |
| Busey Wealth Management | 15.15K | Jun 30, 26 | -- | 0.01% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 14.86K | Jun 30, 26 | +276 | 0.01% |
| BOOTHBAY FUND MANAGEMENT, LLC | 14.60K | Jun 30, 26 | +14.60K | 0.01% |
| IEQ CAPITAL, LLC | 14.46K | Jun 30, 26 | +1 | 0.01% |
| HRT FINANCIAL LP | 14.11K | Jun 30, 26 | +14.11K | 0.01% |
| Mystic Asset Management, Inc. | 14.00K | Jun 30, 26 | -- | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 13.96K | Jun 30, 26 | -13.91K | 0.01% |
| Sequoia Financial Advisors, LLC | 13.95K | Jun 30, 26 | -- | 0.01% |
| B. Riley Wealth Advisors, Inc. | 13.90K | Jun 30, 26 | +13.90K | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.87K | Jun 30, 26 | -1.43K | 0.01% |
| Belpointe Asset Management LLC | 13.83K | Jun 30, 26 | +13.83K | 0.01% |
| Wealth Management Associates, Inc. | 13.49K | Jun 30, 26 | -- | 0.01% |
| MATHER GROUP, LLC. | 13.35K | Jun 30, 26 | -2.43K | 0.01% |
| Maridea Wealth Management LLC | 13.32K | Jun 30, 26 | +1.96K | 0.01% |
| FIRST MERCHANTS CORP | 12.88K | Jun 30, 26 | -- | 0.01% |
| COMMERCE BANK | 12.64K | Jun 30, 26 | -- | 0.01% |
| Richmond Brothers, Inc. | 12.61K | Jun 30, 26 | -- | 0.01% |
| WEBSTER BANK, N. A. | 12.59K | Jun 30, 26 | -- | 0.01% |
| Fiduciary Alliance LLC | 12.50K | Jun 30, 26 | -- | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 12.38K | Jun 30, 26 | -- | 0.01% |
| Foundations Investment Advisors, LLC | 12.29K | Jun 30, 26 | -- | 0.01% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 12.18K | Jun 30, 26 | -- | 0.01% |
| Savant Capital, LLC | 12.11K | Jun 30, 26 | +12.11K | 0.01% |
| Avidian Wealth Solutions, LLC | 12.00K | Jun 30, 26 | -- | 0.01% |
| Creative Planning | 11.86K | Jun 30, 26 | -134.06K | 0.01% |
| Future Financial Wealth Managment LLC | 11.80K | Jun 30, 26 | -- | 0.01% |
| Hilltop Holdings Inc. | 11.74K | Jun 30, 26 | -- | 0.01% |
| SAGE PRIVATE WEALTH GROUP, LLC | 11.47K | Jun 30, 26 | -- | 0.01% |
| Morling Financial Advisors, LLC | 11.41K | Jun 30, 26 | +213 | 0.01% |
| VISTA INVESTMENT MANAGEMENT | 11.20K | Jun 30, 26 | -- | 0.01% |
| Bison Wealth, LLC | 11.00K | Jun 30, 26 | +11.00K | 0.01% |
| Global Retirement Partners, LLC | 10.95K | Jun 30, 26 | +10.95K | 0.01% |
| SevenBridge Financial Group, LLC | 10.71K | Jun 30, 26 | -- | 0.00% |
| United Advisor Group, LLC | 10.32K | Jun 30, 26 | +10.32K | 0.00% |
| Clear Street Group Inc. | 10.23K | Jun 30, 26 | +10.23K | 0.00% |
| American Institute for Advanced Investment Management, LLP | 10.21K | Jun 30, 26 | -- | 0.00% |
| Powell Investment Advisors, LLC | 10.18K | Jun 30, 26 | -- | 0.00% |
| Bank of New York Mellon Corp | 10.04K | Jun 30, 26 | -628 | 0.00% |
| Ancora Advisors, LLC | 8.42K | Jun 30, 26 | -863 | 0.00% |
| BOKF, NA | 6.91K | Jun 30, 26 | -- | 0.00% |
| Chung Wu Investment Group, LLC | 6.00K | Jun 30, 26 | -- | 0.00% |
| Community Bank, N.A. | 6.00K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 5.04K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 5.00K | Jun 30, 26 | +5.00K | 0.00% |
| Bank of New Hampshire | 4.95K | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 4.41K | Jun 30, 26 | -12.33K | 0.00% |
| CULLEN/FROST BANKERS, INC. | 4.27K | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 3.80K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 3.77K | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 3.56K | Jun 30, 26 | -- | 0.00% |
| Penserra Capital Management LLC | 3.41K | Jun 30, 26 | +2.28K | 0.00% |
| Citizens National Bank Trust Department | 3.00K | Jun 30, 26 | -- | 0.00% |
| PETERSON WEALTH MANAGEMENT | 2.83K | Jun 30, 26 | +18 | 0.00% |
| Main Street Group, LTD | 2.31K | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 2.11K | Jun 30, 26 | +2.11K | 0.00% |
| Smallwood Wealth Investment Management, LLC | 2.04K | Jun 30, 26 | +29 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 2.03K | Jun 30, 26 | +5 | 0.00% |
| First Bancorp, Inc /ME/ | 1.94K | Jun 30, 26 | +1.94K | 0.00% |
| Tradewinds Capital Management, LLC | 1.93K | Jun 30, 26 | -- | 0.00% |
| JNBA Financial Advisors | 1.84K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.72K | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 1.61K | Jun 30, 26 | +1.61K | 0.00% |
| LRI Investments, LLC | 1.60K | Jun 30, 26 | -- | 0.00% |
| ADIRONDACK TRUST CO | 1.55K | Jun 30, 26 | -- | 0.00% |
| Prestige Wealth Management Group LLC | 1.54K | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 1.52K | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 1.47K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.30K | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1.12K | Jun 30, 26 | +1.12K | 0.00% |
| Ronald Blue Trust, Inc. | 1.03K | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.03K | Jun 30, 26 | -- | 0.00% |
| TOWER TRUST & INVESTMENT Co | 974 | Jun 30, 26 | -- | 0.00% |
| Field & Main Bank | 866 | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 799 | Jun 30, 26 | -- | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 768 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 760 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 686 | Jun 30, 26 | -969 | 0.00% |
| CoreFirst Bank & Trust | 615 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 521 | Jun 30, 26 | +156 | 0.00% |
| Parallel Advisors, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 499 | Jun 30, 26 | +499 | 0.00% |
| Capital Analysts, LLC | 334 | Jun 30, 26 | +334 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 270 | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 249 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 208 | Jun 30, 26 | -- | 0.00% |
| CNB Bank | 176 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 166 | Jun 30, 26 | +166 | 0.00% |
| Salomon & Ludwin, LLC | 162 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 150 | Jun 30, 26 | +150 | 0.00% |
| IMA Wealth, Inc. | 132 | Jun 30, 26 | +132 | 0.00% |
| Ameliora Wealth Management Ltd. | 100 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 48 | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 11 | Jun 30, 26 | -- | 0.00% |
| Financial Engines Advisors L.L.C. | -- | Jun 30, 26 | -11.20K | -- |
| Community Financial Services Group, LLC | -- | Jun 30, 26 | -673 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.26K | -- |
| True Link Financial Advisors, LLC | -- | Jun 30, 26 | -1.04K | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -350 | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | -- | Jun 30, 26 | -10.25K | -- |
| Arkos Global Advisors | -- | Jun 30, 26 | -14.70K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.53K | -- |
| MOTCO | -- | Jun 30, 26 | -853 | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -26.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -8.33K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -26.68K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -36.90K | -- |
| Midwest Trust Co | -- | Jun 30, 26 | -14.18K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -1.73K | -- |
| Cresset Asset Management, LLC | -- | Jun 30, 26 | -14.23K | -- |
| North Ground Capital | -- | Jun 30, 26 | -113.39K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.33K | -- |
| FIRST TRUST ADVISORS LP | -- | Jun 30, 26 | -16.28K | -- |
| Koshinski Asset Management, Inc. | -- | Jun 30, 26 | -12.11K | -- |
| Caitlin John, LLC | -- | Jun 30, 26 | -590 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -881 | -- |
| CWM, LLC | 35.27K | Mar 31, 26 | +9.29K | 0.02% |
| Catalina Capital Group, LLC | 18.38K | Mar 31, 26 | -- | 0.01% |
| CAPITAL & PLANNING, LLC | 2.94K | Mar 31, 26 | +2.94K | 0.00% |
| Anchor Investment Management, LLC | 2.80K | Mar 31, 26 | -1.20K | 0.00% |
| GM Advisory Group, Inc. | -- | Mar 31, 26 | -19.30K | -- |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -16.19K | -- |
| Skopos Labs, Inc. | -- | Mar 31, 26 | -11.42K | -- |
| ORG Partners LLC | 50.00K | Dec 31, 25 | +50.00K | 0.02% |
| COMERICA BANK | 20.17K | Dec 31, 25 | -3.14K | 0.01% |
| Edge Financial Advisors LLC | 11.42K | Dec 31, 25 | -1.68K | 0.01% |
| CIBC Private Wealth Group, LLC | 4.00K | Dec 31, 25 | -- | 0.00% |
| Sonora Investment Management Group, LLC | 43.28K | Sep 30, 25 | -- | 0.02% |
| NAPA WEALTH MANAGEMENT | 16.30K | Sep 30, 25 | -267 | 0.01% |
| TEXAS CAPITAL BANCSHARES INC/TX | 9.04K | Sep 30, 25 | +9.04K | 0.00% |
| FSA Wealth Management LLC | 5.00K | Sep 30, 25 | -700 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 23.82K | Jun 30, 25 | -4.40K | 0.01% |
| Congress Wealth Management LLC / DE / | 10.45K | Jun 30, 25 | -- | 0.00% |
| Sandy Spring Bank | 1.48K | Mar 31, 25 | +7 | 0.00% |
| WMS Partners, LLC | 119.53K | Dec 31, 24 | -- | 0.06% |
| Northwest Bank & Trust Co | 974 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -890 | -- |
| Raymond James Financial Services Advisors, Inc. | 732.67K | Sep 30, 24 | +405.22K | 0.34% |
| RAYMOND JAMES & ASSOCIATES | 497.41K | Sep 30, 24 | +28.32K | 0.23% |
| RAYMOND JAMES TRUST N.A. | 24.63K | Sep 30, 24 | -- | 0.01% |
| Carmichael Hill & Associates, Inc. | 1.61K | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 604 | Sep 30, 24 | -- | 0.00% |
| Gratus Capital LLC | 23.58K | Jun 30, 24 | +23.58K | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 14.08K | Jun 30, 24 | -5.00K | 0.01% |
| Cetera Advisor Networks LLC | 83.07K | Mar 31, 24 | +13.77K | 0.04% |
| CAMBRIDGE TRUST CO | 2.81K | Mar 31, 24 | -500 | 0.00% |
| Crestone Asset Management LLC | -- | Mar 31, 24 | -24.10K | -- |
| Bartlett & Co. LLC | 969 | Dec 31, 23 | -- | 0.00% |
| DB Wealth Management Group, LLC | -- | Dec 31, 23 | -115 | -- |
| GOODWIN DANIEL L | 257.98K | Sep 30, 23 | +2.30K | 0.12% |
| Claybrook Capital, LLC | 160.15K | Sep 30, 23 | -- | 0.07% |
| ADVISOR PARTNERS II, LLC | 124.89K | Sep 30, 23 | +124.89K | 0.06% |
| Johnson Midwest Financial, LLC | 2.18K | Sep 30, 23 | +24 | 0.00% |
| OTA Financial Group L.P. | -- | Jun 30, 23 | -24.57K | -- |
| Ahrens Investment Partners LLC | 2.51K | Mar 31, 23 | +2.51K | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 23.00K | Dec 31, 22 | -- | 0.01% |
| Danda Trouve Investment Management, Inc. | 232.16K | Sep 30, 22 | -7.16K | 0.11% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 29.33K | Sep 30, 22 | -- | 0.01% |
| Lloyd Park, LLC | 29.22K | Sep 30, 22 | +404 | 0.01% |
| American Portfolios Advisors | 14.92K | Sep 30, 22 | -10.38K | 0.01% |
| FourThought Financial, LLC | 608 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -2.90K | -- |
| B. Riley Wealth Management, Inc. | 44.03K | Jun 30, 22 | +26.41K | 0.02% |
| HYA Advisors, Inc | 32.13K | Jun 30, 22 | -1.50K | 0.01% |
| Loveless Wealth Management LLC | 15.97K | Jun 30, 22 | -800 | 0.01% |
| EXANE DERIVATIVES | 1.23K | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -2.58K | -- |
| BREITER CAPITAL MANAGEMENT INC | 37.00K | Mar 31, 22 | -- | 0.02% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18.38K | Mar 31, 22 | -5.00K | 0.01% |
| NEXT Financial Group, Inc | 33.39K | Dec 31, 21 | +6.91K | 0.02% |
| Carroll Financial Associates, Inc. | 5.09K | Dec 31, 21 | +479 | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 26.89K | Sep 30, 21 | +31 | 0.01% |
| 20/20 Capital Management, Inc. | 85.06K | Jun 30, 21 | +174 | 0.04% |
| Allegiant Private Advisors, LLC | 58.66K | Jun 30, 21 | -6.38K | 0.03% |
| ARS Wealth Advisors, LLC | 37.16K | Jun 30, 21 | +37.16K | 0.02% |
| USCA RIA LLC | 11.42K | Jun 30, 21 | +11.42K | 0.01% |
| Epstein & White Financial LLC | 10.36K | Jun 30, 21 | +10.36K | 0.00% |
| Pinnacle Wealth Advisors | 2.51K | Jun 30, 21 | +2.51K | 0.00% |
| Hoover Financial Advisors, Inc. | 2.06K | Jun 30, 21 | +2.06K | 0.00% |
| Point View Wealth Management, Inc. | 17.33K | Dec 31, 20 | -3.46K | 0.01% |
| Winslow, Evans & Crocker, Inc. | 65 | Dec 31, 20 | -- | 0.00% |
| Watson Rebecca | -- | Sep 30, 20 | -6.17K | -- |
| NewDay Solutions, LLC | 13.36K | Jun 30, 20 | -- | 0.01% |
| JOYN Advisors, Inc. | 43.91K | Mar 31, 20 | -- | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 290.94K | Dec 31, 19 | +1.17K | 0.13% |
| Advisor Group, Inc. | 214.09K | Dec 31, 19 | -87.09K | 0.10% |
| BB&T SECURITIES, LLC | 144.82K | Sep 30, 19 | +21.47K | 0.07% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1.91K | Sep 30, 19 | -- | 0.00% |
| Planning Solutions Group LLC | 41.65K | Jun 30, 19 | -- | 0.02% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | -- | Mar 31, 19 | -244 | -- |
| Horizon Kinetics LLC | 24.97K | Dec 31, 18 | -1.16K | 0.01% |
| Questar Asset Management, Inc. | 10.58K | Dec 31, 18 | +10.58K | 0.00% |
| BREMER TRUST NATIONAL ASSOCIATION | 8.14K | Dec 31, 18 | +8.14K | 0.00% |
| Watermark Asset Management, Inc. | -- | Dec 31, 18 | -- | -- |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 13.64K | Sep 30, 18 | +776 | 0.01% |
| IFC Holdings Incorporated/FL | 21.70K | Dec 31, 17 | -- | 0.01% |
| Yellowstone Partners, LLC | 15.78K | Dec 31, 17 | -46.66K | 0.01% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -67.11K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -17.45K | -- |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -11.39K | -- |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 4.66K | Sep 30, 17 | +65 | 0.00% |
| GIRARD SECURITIES, INC. | -- | Sep 30, 17 | -13.50K | -- |
| Commonwealth Equity Services, Inc | 266.93K | Jun 30, 17 | +7.06K | 0.12% |
| WFG Advisors, LP | 1.35K | Jun 30, 17 | -- | 0.00% |
| FIRST FINANCIAL EQUITY CORPORATION | 51.63K | Mar 31, 17 | +51.63K | 0.02% |
| MSI Financial Services Inc | 19.77K | Dec 31, 16 | -296 | 0.01% |
| INTEGRATED WEALTH COUNSEL, LLC | 598 | Dec 31, 16 | -- | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | 1.29K | Sep 30, 16 | -5.49K | 0.00% |
| NEWGATE CAPITAL MANAGEMENT LLC | 188.67K | Jun 30, 16 | +188.67K | 0.09% |
| VSR Financial Services, Inc. | 27.11K | Jun 30, 16 | +27.11K | 0.01% |
| Investors Capital Advisory Services | 26.81K | Jun 30, 16 | +26.81K | 0.01% |
| Lebenthal Holdings,LLC | 13.55K | Jun 30, 16 | +13.55K | 0.01% |
| BIP GP LLC | 30.66K | Mar 31, 16 | +30.66K | 0.01% |
| Pinnacle Summer Investments, Inc. | 8.45K | Dec 31, 15 | +6.72K | 0.00% |
| MPAM CREDIT TRADING PARTNERS L.P. | 102.93K | Sep 30, 15 | -17.93K | 0.05% |
| UBS AG | 149.61K | Sep 30, 14 | -42.99K | 0.07% |
| Del Mar Asset Management, LP | 27.90K | Sep 30, 14 | +27.90K | 0.01% |
| First Allied Securities, Inc. | 22.58K | Jun 30, 12 | -- | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 232.16K | Jun 30, 10 | -51.67K | 0.11% |