OBDC

Institutional Ownership

Top 616 Institutional Holders
HolderSharesDateChange% Held
State of New Jersey Common Pension Fund A15.26MJun 30, 26--3.08%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND14.57MJun 30, 26-400.00K2.94%
STRS OHIO13.47MJun 30, 26+2.52M2.71%
FMR LLC11.77MJun 30, 26-74.83K2.37%
MORGAN STANLEY9.90MJun 30, 26+403.24K1.99%
VAN ECK ASSOCIATES CORP9.84MJun 30, 26-1.48M1.98%
BANK OF AMERICA CORP /DE/9.80MJun 30, 26-984.18K1.97%
Cresset Asset Management, LLC7.70MJun 30, 26+408.86K1.55%
UBS Group AG7.35MJun 30, 26-2.29M1.48%
AMERIPRISE FINANCIAL INC5.69MJun 30, 26-349.09K1.15%
ROYAL BANK OF CANADA5.38MJun 30, 26-556.45K1.08%
WELLS FARGO & COMPANY/MN4.78MJun 30, 26+84.18K0.96%
CITADEL ADVISORS LLC4.75MJun 30, 26+3.09M0.96%
Generali Asset Management SPA SGR4.35MJun 30, 26-26.01K0.88%
ROBERT WOOD JOHNSON FOUNDATION4.22MJun 30, 26--0.85%
Sound Income Strategies, LLC4.20MJun 30, 26+227.99K0.85%
PRIVATE MANAGEMENT GROUP INC4.06MJun 30, 26+212.12K0.82%
HAMILTON LANE ADVISORS LLC3.41MJun 30, 26--0.69%
JPMORGAN CHASE & CO3.32MJun 30, 26+390.99K0.67%
OMERS ADMINISTRATION Corp3.17MJun 30, 26+86.88K0.64%
ARES MANAGEMENT LLC2.87MJun 30, 26+25.00K0.58%
LSV ASSET MANAGEMENT2.74MJun 30, 26-5.70K0.55%
Liberty Mutual Group Asset Management Inc.2.67MJun 30, 26--0.54%
FRANKLIN RESOURCES INC2.66MJun 30, 26+779.08K0.54%
Rockefeller Capital Management L.P.2.46MJun 30, 26+330.65K0.50%
SOROS FUND MANAGEMENT LLC2.45MJun 30, 26--0.49%
Muzinich & Co., Inc.2.44MJun 30, 26-24.90K0.49%
LPL Financial LLC2.40MJun 30, 26-125.72K0.48%
RAYMOND JAMES FINANCIAL INC2.27MJun 30, 26+228.40K0.46%
Blue Owl Capital Holdings LP2.05MJun 30, 26--0.41%
BlackRock, Inc.1.95MJun 30, 26-44.80K0.39%
Sumitomo Mitsui Trust Group, Inc.1.87MJun 30, 26-29.22K0.38%
Janney Montgomery Scott LLC1.85MJun 30, 26-158.62K0.37%
Apollon Wealth Management, LLC1.75MJun 30, 26-140.99K0.35%
Russell Investments Group, Ltd.1.75MJun 30, 26+565.48K0.35%
Next Capital Management LLC1.69MJun 30, 26+269.87K0.34%
STEPHENS INC /AR/1.55MJun 30, 26-42.04K0.31%
GOLDMAN SACHS GROUP INC1.47MJun 30, 26+870.53K0.30%
Mariner, LLC1.44MJun 30, 26-36.38K0.29%
Border to Coast Pensions Partnership Ltd1.30MJun 30, 26+50.00K0.26%
NORTHERN TRUST CORP1.25MJun 30, 26+1.15M0.25%
CI Private Wealth, LLC1.24MJun 30, 26-18.45K0.25%
Invesco Ltd.1.24MJun 30, 26-212.05K0.25%
Lunate Capital Ltd1.20MJun 30, 26+1.20M0.24%
RIVERNORTH CAPITAL MANAGEMENT, LLC1.19MJun 30, 26-234.25K0.24%
HighTower Advisors, LLC1.13MJun 30, 26-86.18K0.23%
TRANSCEND CAPITAL ADVISORS, LLC1.13MJun 30, 26-52.59K0.23%
CAZ INVESTMENTS LP1.12MJun 30, 26--0.23%
Trinity Financial Advisors LLC1.12MJun 30, 26+66.37K0.23%
Cerity Partners LLC1.09MJun 30, 26-87.46K0.22%
AlphaCore Capital LLC917.62KJun 30, 26+472.01K0.18%
STIFEL FINANCIAL CORP904.93KJun 30, 26-39.10K0.18%
Allen Investment Management LLC861.45KJun 30, 26-44.71K0.17%
BROWN BROTHERS HARRIMAN & CO852.00KJun 30, 26--0.17%
ADVISOR GROUP HOLDINGS, INC.849.66KJun 30, 26-30.61K0.17%
MAI Capital Management804.05KJun 30, 26+278.49K0.16%
STATE STREET CORP732.57KJun 30, 26+110.91K0.15%
NICOLA WEALTH MANAGEMENT LTD.715.00KJun 30, 26+715.00K0.14%
Cetera Investment Advisers681.32KJun 30, 26+364.83K0.14%
GREAT WEST LIFE ASSURANCE CO /CAN/638.57KJun 30, 26+80.71K0.13%
Prairiewood Capital, LLC628.57KJun 30, 26+76.27K0.13%
Enstar Group LTD622.00KJun 30, 26+20.21K0.13%
NewEdge Wealth, LLC614.08KJun 30, 26-144.34K0.12%
Johnson Financial Group, Inc.587.97KJun 30, 26+18.21K0.12%
INTRUST BANK NA566.13KJun 30, 26+37.94K0.11%
CERTUITY, LLC562.24KJun 30, 26-18.55K0.11%
Sentinus, LLC559.28KJun 30, 26-11.44K0.11%
Creative Planning546.60KJun 30, 26-37.36K0.11%
EPIQ PARTNERS, LLC537.63KJun 30, 26-123.23K0.11%
Legal & General Group Plc537.15KJun 30, 26+17.46K0.11%
Chicago Partners Investment Group LLC532.18KJun 30, 26-6.56K0.11%
Callodine Capital Management, LP525.00KJun 30, 26+75.00K0.11%
SCS Capital Management LLC524.82KJun 30, 26-45.50K0.11%
Jain Global LLC511.16KJun 30, 26+65.67K0.10%
ENVESTNET ASSET MANAGEMENT INC489.98KJun 30, 26+393.31K0.10%
Arkadios Wealth Advisors479.39KJun 30, 26-17.25K0.10%
IEQ CAPITAL, LLC475.18KJun 30, 26-139.44K0.10%
Bayshore Capital Advisors, LLC467.50KJun 30, 26+77.50K0.09%
BALYASNY ASSET MANAGEMENT L.P.466.09KJun 30, 26-77.09K0.09%
Advisors Asset Management, Inc.442.44KJun 30, 26-42.20K0.09%
Cambridge Investment Research Advisors, Inc.436.47KJun 30, 26+46.79K0.09%
DENALI ADVISORS LLC429.17KJun 30, 26-30.58K0.09%
Steward Partners Investment Advisory, LLC427.00KJun 30, 26+6.52K0.09%
Ilex Capital Partners (UK) LLP423.22KJun 30, 26+423.22K0.09%
GP Brinson Investments LLC404.25KJun 30, 26--0.08%
Perennial Investment Advisors, LLC402.73KJun 30, 26+3.64K0.08%
D. E. Shaw & Co., Inc.401.18KJun 30, 26-506.30K0.08%
Columbus Macro, LLC392.20KJun 30, 26+392.20K0.08%
JANE STREET GROUP, LLC388.92KJun 30, 26+303.50K0.08%
OPPENHEIMER & CO INC387.18KJun 30, 26-22.91K0.08%
Pettinga Financial Advisors, LLC386.42KJun 30, 26+4.89K0.08%
Texas Capital Bank Wealth Management Services Inc373.32KJun 30, 26-6.11K0.08%
Lido Advisors, LLC367.95KJun 30, 26-3.41K0.07%
Trexquant Investment LP365.30KJun 30, 26-1.02M0.07%
Hennion & Walsh Asset Management, Inc.353.59KJun 30, 26-21.57K0.07%
TT Capital Management LLC349.06KJun 30, 26+22.29K0.07%
Naviter Wealth, LLC344.96KJun 30, 26+39.24K0.07%
SRS Capital Advisors, Inc.339.84KJun 30, 26+258.48K0.07%
HB Wealth Management, LLC335.37KJun 30, 26+17.83K0.07%
CONDOR CAPITAL MANAGEMENT327.03KJun 30, 26+1450.07%
COBALT CAPITAL MANAGEMENT, INC.321.62KJun 30, 26+51.62K0.06%
Mount Yale Investment Advisors, LLC320.94KJun 30, 26+26.98K0.06%
Vestmark Advisory Solutions, Inc.310.41KJun 30, 26+25.72K0.06%
EP Wealth Advisors, LLC306.07KJun 30, 26+25.00K0.06%
Bulldog Investors, LLP298.37KJun 30, 26-40.00K0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP296.19KJun 30, 26-73.98K0.06%
Ancora Advisors, LLC287.06KJun 30, 26+262.26K0.06%
Sanctuary Advisors, LLC277.66KJun 30, 26+31.56K0.06%
CONFLUENCE INVESTMENT MANAGEMENT LLC263.32KJun 30, 26+38.96K0.05%
Robertson Stephens Wealth Management, LLC241.45KJun 30, 26+1510.05%
CAXTON ASSOCIATES LLP237.70KJun 30, 26-37.63K0.05%
COMMONWEALTH EQUITY SERVICES, LLC222.25KJun 30, 26-167.06K0.04%
Prime Capital Investment Advisors, LLC219.24KJun 30, 26+75.07K0.04%
XTX Topco Ltd218.12KJun 30, 26+162.55K0.04%
Barnett & Company, Inc.211.85KJun 30, 26+20.85K0.04%
Cerberus Capital Management, L.P.210.00KJun 30, 26--0.04%
Strategic Wealth Partners, Ltd.203.23KJun 30, 26-8.11K0.04%
PRELUDE CAPITAL MANAGEMENT, LLC200.00KJun 30, 26--0.04%
Adams Asset Advisors, LLC197.66KJun 30, 26+27.95K0.04%
MILLENNIUM MANAGEMENT LLC191.96KJun 30, 26+191.96K0.04%
BEACON INVESTMENT ADVISORS LLC191.02KJun 30, 26+7.08K0.04%
M&G Plc176.00KJun 30, 26-124.00K0.04%
LM Advisors LLC174.22KJun 30, 26+174.22K0.04%
Wealth Preservation Advisors, LLC172.63KJun 30, 26-11.96K0.03%
Palogic Value Management, L.P.172.24KJun 30, 26+18.61K0.03%
CARY STREET PARTNERS FINANCIAL LLC171.01KJun 30, 26-47.41K0.03%
INDEPENDENT FINANCIAL GROUP, LLC169.35KJun 30, 26-33.96K0.03%
Bank of New York Mellon Corp166.21KJun 30, 26+8.82K0.03%
TWO SIGMA INVESTMENTS, LP164.65KJun 30, 26-1.26M0.03%
Tradition Wealth Management, LLC163.88KJun 30, 26-1.13K0.03%
D.A. DAVIDSON & CO.162.09KJun 30, 26-45.57K0.03%
Legacy Capital Wealth Partners, LLC158.30KJun 30, 26+44.96K0.03%
Intellectus Partners, LLC152.49KJun 30, 26-40.91K0.03%
NewEdge Advisors, LLC151.98KJun 30, 26+28.27K0.03%
Cornerstone Advisory, LLC151.96KJun 30, 26-3.94K0.03%
Tranquility Partners, LLC151.27KJun 30, 26-5.29K0.03%
Intrinsic Edge Capital Management LLC150.00KJun 30, 26+150.00K0.03%
Y-Intercept (Hong Kong) Ltd133.77KJun 30, 26+45.17K0.03%
Diversify Advisory Services, LLC126.68KJun 30, 26+126.68K0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC126.68KJun 30, 26+8.26K0.03%
Brookstone Capital Management125.01KJun 30, 26+2.64K0.03%
Quantinno Capital Management LP120.73KJun 30, 26-78.12K0.02%
Chaney Capital Management, Inc.119.81KJun 30, 26--0.02%
Generali Investments CEE, investicni spolecnost, a.s.119.72KJun 30, 26--0.02%
KINGSWOOD WEALTH ADVISORS, LLC119.11KJun 30, 26+1.03K0.02%
DnB Asset Management AS117.96KJun 30, 26-102.42K0.02%
Global Wealth Management Investment Advisory, Inc.116.64KJun 30, 26+15.14K0.02%
MERCER GLOBAL ADVISORS INC /ADV116.24KJun 30, 26-27.36K0.02%
MML INVESTORS SERVICES, LLC115.63KJun 30, 26+56.33K0.02%
Truvestments Capital LLC112.33KJun 30, 26-8.02K0.02%
Grantham, Mayo, Van Otterloo & Co. LLC112.32KJun 30, 26+3.45K0.02%
ROTHSCHILD INVESTMENT LLC108.00KJun 30, 26-3.00K0.02%
WEDBUSH SECURITIES INC100.45KJun 30, 26+11.22K0.02%
BANK OF MONTREAL /CAN/97.93KJun 30, 26+74.17K0.02%
Grange Capital, LLC96.65KJun 30, 26-1.99K0.02%
TRUIST FINANCIAL CORP94.54KJun 30, 26+8.18K0.02%
FAMILY WEALTH PARTNERS, LLC88.38KJun 30, 26+10.61K0.02%
Pathstone Holdings, LLC87.67KJun 30, 26+87.67K0.02%
Buckingham Strategic Partners82.75KJun 30, 26+7.48K0.02%
HSBC HOLDINGS PLC82.35KJun 30, 26--0.02%
Holistic Planning, LLC82.09KJun 30, 26-24.50K0.02%
Nuveen, LLC79.14KJun 30, 26+79.14K0.02%
WILEY BROS.-AINTREE CAPITAL, LLC76.57KJun 30, 26-69.95K0.02%
Icon Wealth Advisors, LLC75.94KJun 30, 26+5.22K0.02%
Garner Asset Management Corp75.82KJun 30, 26-9.89K0.02%
Nordwand Advisors, LLC73.28KJun 30, 26-30.48K0.01%
Diversified Trust Co73.00KJun 30, 26--0.01%
Squarepoint Ops LLC72.83KJun 30, 26-142.79K0.01%
IHT Wealth Management, LLC71.46KJun 30, 26+8090.01%
Engineers Gate Manager LP69.99KJun 30, 26-63.45K0.01%
Valeo Financial Advisors, LLC69.16KJun 30, 26+3.19K0.01%
NOMURA HOLDINGS INC68.72KJun 30, 26+56.22K0.01%
Kestra Advisory Services, LLC67.37KJun 30, 26+9200.01%
Granite FO LLC67.30KJun 30, 26--0.01%
Farther Finance Advisors, LLC65.46KJun 30, 26-240.01%
MAGNOLIA CAPITAL ADVISORS LLC64.61KJun 30, 26-1.07K0.01%
Samalin Investment Counsel, LLC64.40KJun 30, 26-18.63K0.01%
MACQUARIE MANAGEMENT HOLDINGS, INC.62.70KJun 30, 26--0.01%
Private Advisor Group, LLC62.52KJun 30, 26-7.15K0.01%
Fiduciary Group LLC62.49KJun 30, 26-3.00K0.01%
NWF Advisory Services Inc.61.91KJun 30, 26-26.77K0.01%
EAGLE GLOBAL ADVISORS LLC60.26KJun 30, 26-5.43K0.01%
Financial Gravity Companies, Inc.57.93KJun 30, 26+57.93K0.01%
Csenge Advisory Group55.56KJun 30, 26-1.80K0.01%
AQR CAPITAL MANAGEMENT LLC54.04KJun 30, 26+19.74K0.01%
GUGGENHEIM CAPITAL LLC53.37KJun 30, 26+4.67K0.01%
Caprock Group, LLC52.84KJun 30, 26-92.05K0.01%
VPR Management LLC52.41KJun 30, 26+1.05K0.01%
JACKSON THORNTON ASSET MANAGEMENT, LLC52.32KJun 30, 26+52.32K0.01%
MACKENZIE FINANCIAL CORP51.58KJun 30, 26+1.44K0.01%
Evercore Wealth Management, LLC49.80KJun 30, 26--0.01%
Foundations Investment Advisors, LLC49.15KJun 30, 26-10.27K0.01%
Ethos Financial Group, LLC48.95KJun 30, 26-5.33K0.01%
CIDEL ASSET MANAGEMENT INC48.83KJun 30, 26+48.83K0.01%
Brevan Howard Capital Management LP48.77KJun 30, 26+27.50K0.01%
Trust Investment Advisors48.71KJun 30, 26-2.89K0.01%
Argentarii, LLC48.00KJun 30, 26--0.01%
BROWN ADVISORY INC47.98KJun 30, 26+19.82K0.01%
Haven Private, LLC47.59KJun 30, 26+2.22K0.01%
BLAIR WILLIAM & CO/IL46.38KJun 30, 26+5670.01%
DUDLEY CAPITAL MANAGEMENT, LLC45.97KJun 30, 26-3000.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC45.39KJun 30, 26+1.93K0.01%
Joel Isaacson & Co., LLC44.79KJun 30, 26--0.01%
WESPAC Advisors, LLC44.63KJun 30, 26-6.26K0.01%
Concurrent Investment Advisors, LLC44.25KJun 30, 26-6.08K0.01%
CAPTRUST FINANCIAL ADVISORS43.71KJun 30, 26+32.02K0.01%
MANUFACTURERS LIFE INSURANCE COMPANY, THE41.42KJun 30, 26+26.53K0.01%
BNP PARIBAS ARBITRAGE, SNC41.34KJun 30, 26-40.85K0.01%
SIMPLEX TRADING, LLC41.09KJun 30, 26-95.55K0.01%
Summit Financial, LLC39.49KJun 30, 26-2.36K0.01%
Turtle Creek Wealth Advisors, LLC38.20KJun 30, 26--0.01%
Sterneck Capital Management, LLC37.86KJun 30, 26--0.01%
IMC-Chicago, LLC37.73KJun 30, 26+20.52K0.01%
CASTLE WEALTH MANAGEMENT LLC37.68KJun 30, 26+3880.01%
BlueStem Wealth Partners, LLC37.64KJun 30, 26+1.17K0.01%
Family Management Corp36.51KJun 30, 26-56.64K0.01%
GROUP ONE TRADING, L.P.36.13KJun 30, 26-151.04K0.01%
Dorsey & Whitney Trust CO LLC35.52KJun 30, 26-6080.01%
MQS Management LLC35.20KJun 30, 26+35.20K0.01%
Texas Yale Capital Corp.33.95KJun 30, 26-2.25K0.01%
CHANNEL WEALTH LLC33.67KJun 30, 26-3.04K0.01%
KEYBANK NATIONAL ASSOCIATION/OH31.87KJun 30, 26-4.86K0.01%
Waverly Advisors, LLC31.67KJun 30, 26+31.67K0.01%
AMERIFLEX GROUP, INC.30.79KJun 30, 26-2.10K0.01%
Perigon Wealth Management, LLC30.59KJun 30, 26-3.47K0.01%
TrueMark Investments, LLC30.41KJun 30, 26-3.83K0.01%
Integrated Wealth Concepts LLC30.14KJun 30, 26+12.22K0.01%
Tyche Wealth Partners LLC30.07KJun 30, 26+1.44K0.01%
MCDONALD PARTNERS LLC30.00KJun 30, 26--0.01%
SWEENEY & MICHEL, LLC30.00KJun 30, 26-3.13K0.01%
PARK AVENUE SECURITIES LLC29.57KJun 30, 26+29.57K0.01%
Ballentine Partners, LLC29.33KJun 30, 26--0.01%
Toroso Investments, LLC29.18KJun 30, 26--0.01%
Visionary Wealth Advisors28.86KJun 30, 26-2.97K0.01%
Pallas Capital Advisors LLC28.38KJun 30, 26-1.10K0.01%
FIFTH THIRD BANCORP28.02KJun 30, 26+2.54K0.01%
DCM Advisors, LLC27.43KJun 30, 26+5220.01%
B. Riley Wealth Advisors, Inc.27.29KJun 30, 26+170.01%
Triumph Capital Management27.23KJun 30, 26+1.01K0.01%
J.W. COLE ADVISORS, INC.26.70KJun 30, 26-4.49K0.01%
Colony Group, LLC26.56KJun 30, 26-149.88K0.01%
Welch Group, LLC26.16KJun 30, 26+8130.01%
Accurate Wealth Management, LLC25.58KJun 30, 26+1.94K0.01%
LIBERTY SQUARE WEALTH PARTNERS LLC25.11KJun 30, 26--0.01%
Gilbert & Cook, Inc.24.70KJun 30, 26-9570.00%
Neuberger Berman Group LLC24.52KJun 30, 26+24.52K0.00%
Walleye Trading LLC24.46KJun 30, 26+24.46K0.00%
Entropy Technologies, LP24.02KJun 30, 26+4.42K0.00%
Wedmont Private Capital23.82KJun 30, 26+9.38K0.00%
BTG Pactual Asset Management US LLC23.67KJun 30, 26+5.02K0.00%
Fort Point Capital Partners LLC23.47KJun 30, 26--0.00%
Atala Financial Inc23.33KJun 30, 26--0.00%
TCG Advisory Services, LLC23.16KJun 30, 26-71.44K0.00%
BFSG, LLC22.93KJun 30, 26+5030.00%
Strategies Wealth Advisors, LLC22.08KJun 30, 26+6420.00%
Sovran Advisors, LLC21.73KJun 30, 26+2.36K0.00%
Wealthcare Advisory Partners LLC21.52KJun 30, 26-3.19K0.00%
Americana Partners, LLC21.34KJun 30, 26--0.00%
Ashton Thomas Private Wealth, LLC21.33KJun 30, 26+9.20K0.00%
Per Stirling Capital Management, LLC.21.19KJun 30, 26--0.00%
Advyzon Investment Management, LLC20.97KJun 30, 26-3.14K0.00%
United Advisor Group, LLC20.80KJun 30, 26--0.00%
Prosperity Consulting Group, LLC20.33KJun 30, 26--0.00%
Catalyst Funds Management Pty Ltd20.30KJun 30, 26+20.30K0.00%
IPG Investment Advisors LLC20.16KJun 30, 26--0.00%
Prospera Financial Services Inc20.12KJun 30, 26+9.05K0.00%
Brucke Financial, Inc.20.07KJun 30, 26-5590.00%
SMH CAPITAL ADVISORS INC20.05KJun 30, 26+9.55K0.00%
SALEM INVESTMENT COUNSELORS INC20.02KJun 30, 26-7.45K0.00%
Alamar Capital Management, LLC20.00KJun 30, 26--0.00%
Massar Capital Management, LP19.98KJun 30, 26+19.98K0.00%
VERUS CAPITAL PARTNERS, LLC19.48KJun 30, 26-9.43K0.00%
SIGNATUREFD, LLC18.97KJun 30, 26--0.00%
SNS Financial Group, LLC18.96KJun 30, 26+18.96K0.00%
Amplius Wealth Advisors, LLC18.82KJun 30, 26+1210.00%
Ignite Planners, LLC18.37KJun 30, 26+8.21K0.00%
FIRST MANHATTAN CO. LLC.18.30KJun 30, 26--0.00%
Catalyst Capital Advisors LLC18.25KJun 30, 26+9.55K0.00%
TECTONIC ADVISORS LLC18.09KJun 30, 26-1.18M0.00%
NorthRock Partners, LLC18.03KJun 30, 26+1180.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO17.47KJun 30, 26-2.15K0.00%
Core Wealth Partners LLC17.46KJun 30, 26+2000.00%
First Heartland Consultants, Inc.17.33KJun 30, 26+17.33K0.00%
Wealthfront Advisers LLC17.30KJun 30, 26+3.63K0.00%
Osbon Capital Management LLC17.08KJun 30, 26-2.09K0.00%
Accredited Investors Inc.16.74KJun 30, 26+390.00%
Pasadena Private Wealth, LLC16.65KJun 30, 26--0.00%
LVW Advisors, LLC16.45KJun 30, 26--0.00%
Stratos Wealth Partners, LTD.15.77KJun 30, 26-1.31K0.00%
Turim 21 Investimentos Ltda.15.42KJun 30, 26--0.00%
CreativeOne Wealth, LLC15.06KJun 30, 26+5570.00%
Abel Hall, LLC15.00KJun 30, 26--0.00%
Venturi Wealth Management, LLC14.50KJun 30, 26--0.00%
Pictet & Cie (Europe) SA14.45KJun 30, 26+4690.00%
Avidian Wealth Solutions, LLC14.43KJun 30, 26-2.96K0.00%
Vident Advisory, LLC14.20KJun 30, 26-1.43K0.00%
Premier Path Wealth Partners, LLC14.00KJun 30, 26--0.00%
BIP Wealth, LLC13.93KJun 30, 26+3.56K0.00%
Laidlaw Wealth Management LLC13.85KJun 30, 26+2.71K0.00%
High Note Wealth, LLC13.85KJun 30, 26+13.85K0.00%
Global Retirement Partners, LLC13.85KJun 30, 26+13.85K0.00%
Johnson Financial Group, LLC13.64KJun 30, 26+13.64K0.00%
INGALLS & SNYDER LLC13.45KJun 30, 26--0.00%
Activest Wealth Management12.99KJun 30, 26+12.99K0.00%
Sage Investment Counsel LLC12.86KJun 30, 26--0.00%
FreeGulliver LLC12.80KJun 30, 26+4160.00%
GREEN SQUARE CAPITAL ADVISORS LLC12.75KJun 30, 26--0.00%
Kovack Advisors, Inc.12.69KJun 30, 26+12.69K0.00%
CULLEN/FROST BANKERS, INC.12.60KJun 30, 26--0.00%
Everhart Financial Group, Inc.12.48KJun 30, 26+12.48K0.00%
Union Bancaire Privee, UBP SA12.23KJun 30, 26--0.00%
DRW Securities, LLC12.09KJun 30, 26-14.47K0.00%
EverSource Wealth Advisors, LLC11.97KJun 30, 26+3.81K0.00%
Beaumont Financial Advisors, LLC11.57KJun 30, 26+3670.00%
Procyon Advisors, LLC11.50KJun 30, 26--0.00%
Teamwork Financial Advisors, LLC11.46KJun 30, 26+6040.00%
Crestwood Advisors Group LLC11.43KJun 30, 26--0.00%
ROBINSON SMITH WEALTH ADVISORS LLC11.00KJun 30, 26+11.00K0.00%
CIBC WORLD MARKET INC.10.91KJun 30, 26-3.83K0.00%
TCTC Holdings, LLC10.86KJun 30, 26--0.00%
BlueChip Wealth Advisors LLC10.84KJun 30, 26--0.00%
Focus Financial Network, Inc.10.82KJun 30, 26+10.82K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10.71KJun 30, 26-4.88K0.00%
FORTEM FINANCIAL GROUP, LLC10.68KJun 30, 26-3.25K0.00%
Banco BTG Pactual S.A.10.61KJun 30, 26-5380.00%
EIGHT 31 FINANCIAL LLC10.35KJun 30, 26+3290.00%
BBR PARTNERS, LLC10.30KJun 30, 26--0.00%
Clearstead Advisors, LLC10.30KJun 30, 26+6970.00%
SAGESPRING WEALTH PARTNERS, LLC10.16KJun 30, 26+10.16K0.00%
Federation des caisses Desjardins du Quebec10.09KJun 30, 26-1.81K0.00%
One Charles Private Wealth Services, LLC10.03KJun 30, 26--0.00%
Attessa Capital LLC10.00KJun 30, 26+10.00K0.00%
OARSMAN CAPITAL, INC.10.00KJun 30, 26-1.25K0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC7.62KJun 30, 26--0.00%
SBI Securities Co., Ltd.7.08KJun 30, 26-6460.00%
Ronald Blue Trust, Inc.6.50KJun 30, 26-1.41K0.00%
Westfuller Advisors, LLC6.37KJun 30, 26-1410.00%
Parallel Advisors, LLC5.77KJun 30, 26-1680.00%
SouthState Corp4.84KJun 30, 26+4.84K0.00%
VISION FINANCIAL MARKETS LLC4.82KJun 30, 26+3.80K0.00%
Crewe Advisors LLC4.43KJun 30, 26-16.00K0.00%
Bayforest Capital Ltd4.29KJun 30, 26-3.35K0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/4.00KJun 30, 26--0.00%
PRIVATE TRUST CO NA4.00KJun 30, 26--0.00%
Allworth Financial LP3.88KJun 30, 26-1.49K0.00%
HIGHLINE WEALTH PARTNERS LLC3.20KJun 30, 26+3.20K0.00%
CITIGROUP INC3.17KJun 30, 26-9530.00%
IFP Advisors, Inc3.09KJun 30, 26-5210.00%
Bogart Wealth, LLC3.00KJun 30, 26+3.00K0.00%
FNY Investment Advisers, LLC2.70KJun 30, 26+2.20K0.00%
Atlantic Union Bankshares Corp2.64KJun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.2.60KJun 30, 26--0.00%
Burk Holdings LLC2.52KJun 30, 26--0.00%
Newbridge Financial Services Group, Inc.2.51KJun 30, 26+450.00%
NBT BANK N A /NY2.20KJun 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC1.91KJun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP1.83KJun 30, 26+5510.00%
HOLLENCREST CAPITAL MANAGEMENT1.71KJun 30, 26+530.00%
Ritter Daniher Financial Advisory LLC / DE1.69KJun 30, 26-1.53K0.00%
BRYN MAWR TRUST Co1.50KJun 30, 26--0.00%
Tower Research Capital LLC (TRC)1.48KJun 30, 26+1.48K0.00%
VSM Wealth Advisory, LLC1.41KJun 30, 26--0.00%
HUNTINGTON NATIONAL BANK1.35KJun 30, 26--0.00%
LGT Financial Advisors LLC1.29KJun 30, 26--0.00%
BI Asset Management Fondsmaeglerselskab A/S980Jun 30, 26-1.70K0.00%
Quantbot Technologies LP950Jun 30, 26-69.23K0.00%
North Star Investment Management Corp.850Jun 30, 26--0.00%
Steigerwald, Gordon & Koch Inc.700Jun 30, 26--0.00%
UMB Bank, n.a.645Jun 30, 26+6450.00%
LRI Investments, LLC626Jun 30, 26+200.00%
CoreCap Advisors, LLC604Jun 30, 26-60.00%
HARBOUR INVESTMENTS, INC.527Jun 30, 26-500.00%
AdvisorNet Financial, Inc512Jun 30, 26--0.00%
Cape Investment Advisory, Inc.500Jun 30, 26+5000.00%
Caitong International Asset Management Co., Ltd500Jun 30, 26+3690.00%
Bank of New Hampshire500Jun 30, 26--0.00%
Archer Investment Corp350Jun 30, 26--0.00%
Physician Wealth Advisors, Inc.259Jun 30, 26--0.00%
Gen-Wealth Partners Inc250Jun 30, 26--0.00%
SWAN Capital LLC225Jun 30, 26--0.00%
CALDWELL SUTTER CAPITAL, INC.200Jun 30, 26--0.00%
Colonial Trust Advisors103Jun 30, 26+30.00%
Coppell Advisory Solutions LLC103Jun 30, 26+1030.00%
Smartleaf Asset Management LLC96Jun 30, 26--0.00%
Quarry LP82Jun 30, 26+820.00%
Larson Financial Group LLC75Jun 30, 26--0.00%
Westend Capital Management, LLC70Jun 30, 26--0.00%
JFS WEALTH ADVISORS, LLC66Jun 30, 26+660.00%
Spire Wealth Management50Jun 30, 26+500.00%
HANTZ FINANCIAL SERVICES, INC.47Jun 30, 26+470.00%
BARCLAYS PLC31Jun 30, 26-60.64K0.00%
DHJJ Financial Advisors, Ltd.6Jun 30, 26+30.00%
SG Americas Securities, LLC--Jun 30, 26-39.98K--
Golden State Equity Partners--Jun 30, 26-46.40K--
Avantax Planning Partners, Inc.--Jun 30, 26-28.82K--
nVerses Capital, LLC--Jun 30, 26-69.22K--
Cornerstone Wealth Management, LLC--Jun 30, 26-24.83K--
CLEAR STREET MARKETS LLC--Jun 30, 26-2.80K--
Sowell Financial Services LLC--Jun 30, 26-11.45K--
Horizon Investments, LLC--Jun 30, 26-22--
SONA ASSET MANAGEMENT (US) LLC--Jun 30, 26-886.00K--
Fortitude Family Office, LLC--Jun 30, 26-5.00K--
FOX RUN MANAGEMENT, L.L.C.--Jun 30, 26-19.24K--
CASCADE INVESTMENT GROUP, INC.--Jun 30, 26-10.30K--
ClearAlpha Technologies LP--Jun 30, 26-27.00K--
Virtu Financial LLC--Jun 30, 26-17.79K--
Darwin Wealth Management, LLC--Jun 30, 26-917--
US BANCORP \DE\--Jun 30, 26-3.58K--
CENTRAL TRUST Co--Jun 30, 26-2.09K--
INSIGNEO ADVISORY SERVICES, LLC--Jun 30, 26-19.44K--
Snowden Capital Advisors LLC--Jun 30, 26-10.97K--
Point72 Asset Management, L.P.--Jun 30, 26-129.10K--
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND--Jun 30, 26-3.40K--
Caption Management, LLC--Jun 30, 26-27.20K--
KESTRA PRIVATE WEALTH SERVICES, LLC--Jun 30, 26-11.31K--
Essex Financial Services, Inc.--Jun 30, 26-11.99K--
OXFORD FINANCIAL GROUP LTD--Jun 30, 26-20.49K--
ExodusPoint Capital Management, LP--Jun 30, 26-15.79K--
Arete Wealth Advisors, LLC--Jun 30, 26-27.08K--
Left Brain Wealth Management, LLC--Jun 30, 26-10.00K--
Advisory Services Network, LLC--Jun 30, 26-757--
Brown University--Jun 30, 26-1.52M--
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV--Jun 30, 26-11.88K--
Incline Global Management LLC--Jun 30, 26-1.59M--
Versant Capital Management, Inc--Jun 30, 26-3.14K--
Redhawk Wealth Advisors, Inc.--Jun 30, 26-15.56K--
Wright Fund Management, LLC--Jun 30, 26-77.77K--
P.A.W. CAPITAL CORP--Jun 30, 26-11.10K--
KAVAR CAPITAL PARTNERS GROUP, LLC--Jun 30, 26-16.46K--
MGO ONE SEVEN LLC--Jun 30, 26-25.89K--
CHOREO, LLC--Jun 30, 26-72.25K--
Integrity Financial Corp /WA--Jun 30, 26-12.68K--
TUDOR INVESTMENT CORP ET AL--Jun 30, 26-94.79K--
Savant Capital, LLC--Jun 30, 26-13.38K--
Root Financial Partners, LLC--Jun 30, 26-125--
EVOKE WEALTH, LLC--Jun 30, 26-296.14K--
Maia Wealth LLC--Jun 30, 26-30.87K--
NOMURA ASSET MANAGEMENT CO LTD--Jun 30, 26-6.56K--
MPWM ADVISORY SOLUTIONS, LLC--Jun 30, 26-10.00K--
Verdence Capital Advisors LLC--Jun 30, 26-12.68K--
Fieldview Capital Management, LLC--Jun 30, 26-31.44K--
Kathmere Capital Management, LLC--Jun 30, 26-18.09K--
PANORAMIC INVESTMENT ADVISORS, LLC--Jun 30, 26-1.21M--
CARY STREET PARTNERS INVESTMENT ADVISORY LLC--Jun 30, 26-2.40K--
BLUEFIN CAPITAL MANAGEMENT, LLC--Jun 30, 26-15.20K--
PMV Capital Advisers, LLC--Jun 30, 26-11--
TD Waterhouse Canada Inc.--Jun 30, 26-92--
Marex Group plc--Jun 30, 26-45.90K--
FIRST NATIONAL TRUST CO--Jun 30, 26-208.68K--
Tradewinds Capital Management, LLC--Jun 30, 26-175--
American Capital Advisory, LLC--Jun 30, 26-12.99K--
Lansforsakringar Fondforvaltning AB (publ)--Jun 30, 26-143.34K--
Corient IA LLC--Jun 30, 26-8.93K--
Merkkuri Wealth Advisors LLC--Jun 30, 26-515--
K2 PRINCIPAL FUND, L.P.--Jun 30, 26-22.50K--
IFS Advisors, LLC--Jun 30, 26-200--
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM16.45MMar 31, 26--3.31%
BANK OF AMERICA CORP /DE/10.78MMar 31, 26-1.38M2.17%
Cresset Asset Management, LLC7.29MMar 31, 26+699.90K1.47%
AMERIPRISE FINANCIAL INC6.04MMar 31, 26+580.25K1.22%
OMERS ADMINISTRATION Corp3.09MMar 31, 26+1.28M0.62%
Rockefeller Capital Management L.P.2.13MMar 31, 26+406.94K0.43%
RAYMOND JAMES FINANCIAL INC2.04MMar 31, 26-498.36K0.41%
FRANKLIN RESOURCES INC1.88MMar 31, 26+332.29K0.38%
CITADEL ADVISORS LLC1.66MMar 31, 26+1.66M0.33%
TWO SIGMA INVESTMENTS, LP1.43MMar 31, 26-422.77K0.29%
Trexquant Investment LP1.38MMar 31, 26+1.18M0.28%
PANORAMIC INVESTMENT ADVISORS, LLC1.21MMar 31, 26+1.21M0.24%
Melia Wealth LLC1.21MMar 31, 26+25.78K0.24%
Cerity Partners LLC1.18MMar 31, 26+159.49K0.24%
CAZ INVESTMENTS LP1.12MMar 31, 26--0.23%
D. E. Shaw & Co., Inc.907.48KMar 31, 26+564.60K0.18%
BROWN BROTHERS HARRIMAN & CO852.00KMar 31, 26+852.00K0.17%
Creative Planning583.97KMar 31, 26-237.54K0.12%
GREAT WEST LIFE ASSURANCE CO /CAN/557.86KMar 31, 26-100.31K0.11%
BALYASNY ASSET MANAGEMENT L.P.543.18KMar 31, 26+378.63K0.11%
MAI Capital Management525.55KMar 31, 26-124.93K0.11%
Legal & General Group Plc519.70KMar 31, 26+14.86K0.10%
Advisors Asset Management, Inc.484.63KMar 31, 26+2.65K0.10%
Callodine Capital Management, LP450.00KMar 31, 26+150.00K0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP370.17KMar 31, 26-81.11K0.07%
Bulldog Investors, LLP338.37KMar 31, 26+100.09K0.07%
CONDOR CAPITAL MANAGEMENT326.88KMar 31, 26-18.29K0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC265.31KMar 31, 26-22.38K0.05%
U.S. Capital Wealth Advisors, LLC217.79KMar 31, 26-23.72K0.04%
Cerberus Capital Management, L.P.210.00KMar 31, 26+210.00K0.04%
PRELUDE CAPITAL MANAGEMENT, LLC200.00KMar 31, 26+200.00K0.04%
Quantinno Capital Management LP198.84KMar 31, 26-14.16K0.04%
GROUP ONE TRADING, L.P.187.18KMar 31, 26+133.05K0.04%
Wealth Preservation Advisors, LLC184.58KMar 31, 26-1.58K0.04%
BEACON INVESTMENT ADVISORS LLC183.94KMar 31, 26+5.95K0.04%
Palogic Value Management, L.P.153.63KMar 31, 26+9.27K0.03%
WILEY BROS.-AINTREE CAPITAL, LLC146.52KMar 31, 26-54.74K0.03%
Point72 Asset Management, L.P.129.10KMar 31, 26+129.10K0.03%
Grantham, Mayo, Van Otterloo & Co. LLC108.87KMar 31, 26+3.16K0.02%
NORTHERN TRUST CORP104.02KMar 31, 26-151.12K0.02%
CAPSTONE INVESTMENT ADVISORS, LLC94.94KMar 31, 26+12.16K0.02%
Family Management Corp93.15KMar 31, 26+12.69K0.02%
HSBC HOLDINGS PLC82.35KMar 31, 26+2.75K0.02%
Financial Gravity Asset Management, Inc.61.46KMar 31, 26+57.28K0.01%
Jefferies Financial Group Inc.59.21KMar 31, 26+59.21K0.01%
VPR Management LLC51.36KMar 31, 26+8910.01%
Evercore Wealth Management, LLC49.80KMar 31, 26+10.00K0.01%
Marex Group plc45.90KMar 31, 26-57.61K0.01%
Sunbelt Securities, Inc.41.27KMar 31, 26+18.65K0.01%
TruWealth Advisors, LLC36.29KMar 31, 26-6.52K0.01%
AQR CAPITAL MANAGEMENT LLC34.30KMar 31, 26-5.39K0.01%
Visionary Wealth Advisors31.83KMar 31, 26-1450.01%
Caption Management, LLC27.20KMar 31, 26-52.80K0.01%
ClearAlpha Technologies LP27.00KMar 31, 26+27.00K0.01%
Fort Point Capital Partners LLC23.47KMar 31, 26--0.00%
Per Stirling Capital Management, LLC.21.19KMar 31, 26+6060.00%
Prosperity Consulting Group, LLC20.33KMar 31, 26-13.46K0.00%
Osbon Capital Management LLC19.17KMar 31, 26+2.50K0.00%
BTG Pactual Asset Management US LLC18.65KMar 31, 26+18.65K0.00%
Virtu Financial LLC17.79KMar 31, 26+17.79K0.00%
Anfield Capital Management, LLC17.21KMar 31, 26--0.00%
GRAYBILL WEALTH MANAGEMENT, LTD.15.94KMar 31, 26+15.94K0.00%
Beacon Pointe Advisors, LLC15.88KMar 31, 26-2.82K0.00%
ExodusPoint Capital Management, LP15.79KMar 31, 26+15.79K0.00%
Equitable Holdings, Inc.15.70KMar 31, 26--0.00%
First Affirmative Financial Network15.47KMar 31, 26+15.47K0.00%
MANUFACTURERS LIFE INSURANCE COMPANY, THE14.89KMar 31, 26+100.00%
Capital Planning Advisors, LLC14.40KMar 31, 26-3850.00%
Concorde Asset Management, LLC13.71KMar 31, 26+13.71K0.00%
INGALLS & SNYDER LLC13.45KMar 31, 26+13.45K0.00%
NOMURA HOLDINGS INC12.50KMar 31, 26-2.50K0.00%
Federation des caisses Desjardins du Quebec11.90KMar 31, 26-2.32K0.00%
Papamarkou Wellner Asset Management inc.10.00KMar 31, 26--0.00%
Corient IA LLC8.93KMar 31, 26-1.07K0.00%
NOMURA ASSET MANAGEMENT CO LTD6.56KMar 31, 26-1.31K0.00%
US BANCORP \DE\3.58KMar 31, 26+3.58K0.00%
CWM, LLC3.54KMar 31, 26+1.51K0.00%
Anchor Investment Management, LLC3.00KMar 31, 26--0.00%
Newbridge Financial Services Group, Inc.2.47KMar 31, 26-3990.00%
HOLLENCREST CAPITAL MANAGEMENT1.66KMar 31, 26+1.66K0.00%
JONES FINANCIAL COMPANIES LLLP1.28KMar 31, 26-590.00%
Parkside Financial Bank & Trust100Mar 31, 26-5.51K0.00%
Smartleaf Asset Management LLC96Mar 31, 26--0.00%
Horizon Investments, LLC22Mar 31, 26+220.00%
CAPITAL FUND MANAGEMENT S.A.--Mar 31, 26-176.06K--
Magnetar Financial LLC--Mar 31, 26-10.01K--
HANTZ FINANCIAL SERVICES, INC.--Mar 31, 26-44--
PRICE T ROWE ASSOCIATES INC /MD/--Mar 31, 26-65.02K--
MILLENNIUM MANAGEMENT LLC--Mar 31, 26-399.40K--
PEAK6 LLC--Mar 31, 26-28.60K--
Schonfeld Strategic Advisors LLC--Mar 31, 26-464.35K--
Strategic Advocates LLC--Mar 31, 26-1.74K--
DV Trading LLC--Mar 31, 26-500--
Orion Capital Management LLC--Mar 31, 26-1.50K--
Neuberger Berman Group LLC--Mar 31, 26-15.78K--
Aquatic Capital Management LLC--Mar 31, 26-28.45K--
ARMISTICE CAPITAL, LLC--Mar 31, 26-24.15K--
Silicon Valley Capital Partners--Mar 31, 26-11.23K--
Bramshill Investments, LLC--Mar 31, 26-49.18K--
Headlands Technologies LLC--Mar 31, 26-13.63K--
SAGE ADVISORS, LLC2.06MDec 31, 25-141.79K0.42%
TWO SIGMA ADVISERS, LP167.00KDec 31, 25+147.20K0.03%
COMERICA BANK21.83KDec 31, 25-24.45K0.00%
Austin Private Wealth, LLC19.00KDec 31, 25+1.51K0.00%
CIBC Private Wealth Group, LLC15.81KDec 31, 25-3.44K0.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-2.75K--
REDMONT WEALTH ADVISORS LLC--Dec 31, 25-9.66K--
Siligmueller & Norvid Wealth Advisors LLC286.67KSep 30, 25+286.67K0.06%
GRIES FINANCIAL LLC79.70KSep 30, 25-1.08K0.02%
TEXAS CAPITAL BANCSHARES INC/TX75.31KSep 30, 25+8.63K0.02%
PINNACLE FINANCIAL PARTNERS INC54.50KSep 30, 25--0.01%
AXA Investment Managers S.A.42.75KSep 30, 25+42.75K0.01%
MAS Advisors LLC32.26KSep 30, 25+4.09K0.01%
WOLVERINE TRADING, LLC23.14KSep 30, 25+23.14K0.00%
Apexium Financial, LP17.66KSep 30, 25+770.00%
SPC Financial, Inc.10.70KSep 30, 25+5000.00%
AllSquare Wealth Management LLC1.40KSep 30, 25--0.00%
Graypoint LLC590.05KJun 30, 25+195.00K0.12%
Northeast Financial Consultants Inc419.02KJun 30, 25-112.56K0.08%
Atria Wealth Solutions, Inc.52.65KJun 30, 25-22.81K0.01%
AVANTAX ADVISORY SERVICES, INC.37.77KJun 30, 25+3810.01%
First Horizon Advisors, Inc.2.81KJun 30, 25+2.81K0.00%
BluePointe Capital Management, LLC174.47KMar 31, 25+29.53K0.04%
US FINANCIAL ADVISORS, LLC10.77KMar 31, 25--0.00%
Monterey Private Wealth, Inc.10.34KMar 31, 25+10.34K0.00%
Spectrum Wealth Counsel, LLC382Mar 31, 25+420.00%
Edge Capital Group, LLC687.96KDec 31, 24--0.14%
BOSTON FINANCIAL MANGEMENT LLC22.81KDec 31, 24--0.00%
Peninsula Wealth, LLC18.24KDec 31, 24--0.00%
Zions Bancorporation, N.A.4.00KDec 31, 24--0.00%
WR Wealth Planners, LLC195Dec 31, 24+50.00%
RAYMOND JAMES & ASSOCIATES955.60KSep 30, 24+130.81K0.19%
Raymond James Financial Services Advisors, Inc.784.60KSep 30, 24+104.73K0.16%
RAYMOND JAMES TRUST N.A.28.66KSep 30, 24+6.25K0.01%
Pegasus Partners Ltd.25.00KSep 30, 24--0.01%
All Season Financial Advisors, Inc.24.40KSep 30, 24+24.40K0.00%
SpiderRock Advisors, LLC21.70KSep 30, 24-2.12K0.00%
Biechele Royce Advisors14.15KSep 30, 24-1.00K0.00%
Hyperion Partners, LLC13.01KSep 30, 24--0.00%
BlackRock Inc.1.46MJun 30, 24+29.97K0.29%
MCKINLEY CAPITAL MANAGEMENT LLC724.16KJun 30, 24+4.41K0.15%
Greenwich Investment Management, Inc.294.01KJun 30, 24+24.13K0.06%
Pearl River Capital, LLC60.70KJun 30, 24+60.70K0.01%
BUCKINGHAM STRATEGIC WEALTH, LLC13.95KJun 30, 24+13.95K0.00%
CREDIT SUISSE AG/356.85KMar 31, 24-5.00K0.07%
Cetera Advisor Networks LLC63.88KMar 31, 24+18.81K0.01%
Cetera Advisors LLC47.83KMar 31, 24+47.83K0.01%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC12.20KMar 31, 24+12.20K0.00%
Retirement Group, LLC3.10KMar 31, 24+2.13K0.00%
PUTNAM INVESTMENTS LLC521.51KDec 31, 23+99.42K0.11%
DFPG INVESTMENTS, LLC159.47KDec 31, 23--0.03%
Simplicity Solutions, LLC11.22KDec 31, 23+11.22K0.00%
TELEMUS CAPITAL, LLC10.00KDec 31, 23--0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.2.33MSep 30, 23+2.33M0.47%
Golden Green, Inc.118.61KSep 30, 23+3.87K0.02%
MADISON WEALTH MANAGEMENT102.59KSep 30, 23-115.80K0.02%
Claybrook Capital, LLC28.49KSep 30, 23--0.01%
Icon Wealth Partners, LLC15.70KSep 30, 23--0.00%
V Wealth Advisors LLC13.06KSep 30, 23-34.77K0.00%
Antonetti Capital Management LLC601Sep 30, 23+6010.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.