Invesco Russell 1000 Dynamic Multifactor ETF(OMFL)

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Invesco Russell 1000 Dynamic Multifactor ETF(OMFL)

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$68.94—

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OMFL(OMFL)

OMFL

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Institutional Ownership

Top 326 Institutional Holders

Holder	Shares	Date	Change	% Held
Financial Enhancement Group LLC	365.65K	Jun 30, 26	+21.75K	0.53%
WALLER FINANCIAL PLANNING GROUP, INC	182.04K	Jun 30, 26	-14.45K	0.27%
Dynamic Advisor Solutions LLC	56.86K	Jun 30, 26	-5.67K	0.08%
Apella Capital, LLC	27.15K	Jun 30, 26	-327	0.04%
Longview Financial Advisors, Inc.	24.21K	Jun 30, 26	-144	0.04%
Williams & Novak, LLC	5.67K	Jun 30, 26	-7.70K	0.01%
Beaird Harris Wealth Management, LLC	2.05K	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	1	Jun 30, 26	--	0.00%
Invesco Ltd.	16.77M	Mar 31, 26	-2.86M	24.42%
Balentine LLC	5.18M	Mar 31, 26	-65.41K	7.55%
MORGAN STANLEY	4.40M	Mar 31, 26	-61.46K	6.41%
Bank of New York Mellon Corp	3.71M	Mar 31, 26	+931.16K	5.41%
LPL Financial LLC	2.70M	Mar 31, 26	-94.40K	3.94%
BANK OF AMERICA CORP /DE/	1.93M	Mar 31, 26	-270.28K	2.82%
UBS Group AG	1.15M	Mar 31, 26	-22.05K	1.67%
Independent Advisor Alliance	893.62K	Mar 31, 26	+880.95K	1.30%
Mariner, LLC	843.40K	Mar 31, 26	-42.48K	1.23%
HBK Sorce Advisory LLC	744.72K	Mar 31, 26	-35.52K	1.08%
Arkadios Wealth Advisors	697.08K	Mar 31, 26	+64.91K	1.02%
WELLS FARGO & COMPANY/MN	686.41K	Mar 31, 26	-25.23K	1.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	620.87K	Mar 31, 26	-362.83K	0.90%
IHT Wealth Management, LLC	620.82K	Mar 31, 26	+58.73K	0.90%
RAYMOND JAMES FINANCIAL INC	455.99K	Mar 31, 26	-84.40K	0.66%
BALDWIN BROTHERS LLC/MA	439.19K	Mar 31, 26	-16.06K	0.64%
Brookstone Capital Management	417.92K	Mar 31, 26	+2.53K	0.61%
DAIDO LIFE INSURANCE CO	403.06K	Mar 31, 26	--	0.59%
EXCEL SECURITIES & ASSOCIATES, INC.	390.02K	Mar 31, 26	+16.01K	0.57%
Creative Planning	341.06K	Mar 31, 26	-11.12K	0.50%
ENVESTNET ASSET MANAGEMENT INC	337.57K	Mar 31, 26	-63.56K	0.49%
Kestra Advisory Services, LLC	325.71K	Mar 31, 26	+7.70K	0.47%
Gladstone Institutional Advisory LLC	319.60K	Mar 31, 26	+55.10K	0.47%
JONES FINANCIAL COMPANIES LLLP	312.15K	Mar 31, 26	+7.24K	0.45%
Concurrent Investment Advisors, LLC	306.11K	Mar 31, 26	+178.02K	0.45%
CAPTRUST FINANCIAL ADVISORS	303.48K	Mar 31, 26	-3.69K	0.44%
JOURNEY STRATEGIC WEALTH LLC	283.38K	Mar 31, 26	+3.23K	0.41%
ADVISOR GROUP HOLDINGS, INC.	266.29K	Mar 31, 26	-48.45K	0.39%
HighTower Advisors, LLC	265.00K	Mar 31, 26	+224.61K	0.39%
GOLDMAN SACHS GROUP INC	262.03K	Mar 31, 26	+175.41K	0.38%
Private Advisor Group, LLC	260.37K	Mar 31, 26	+25.38K	0.38%
Clearstead Advisors, LLC	251.55K	Mar 31, 26	+251.55K	0.37%
CI Private Wealth, LLC	249.15K	Mar 31, 26	-8.63K	0.36%
Integrated Wealth Concepts LLC	245.28K	Mar 31, 26	-3.68K	0.36%
Financial Designs Corp	231.47K	Mar 31, 26	+16	0.34%
Daner Wealth Management, LLC	225.48K	Mar 31, 26	-23.55K	0.33%
WALLER FINANCIAL PLANNING GROUP, INC	196.48K	Mar 31, 26	-21.27K	0.29%
JPMORGAN CHASE & CO	159.52K	Mar 31, 26	-8.48K	0.23%
TRUIST FINANCIAL CORP	157.00K	Mar 31, 26	-27.90K	0.23%
Cambridge Investment Research Advisors, Inc.	153.63K	Mar 31, 26	-394.24K	0.22%
ERn Financial, LLC	142.43K	Mar 31, 26	-25.00K	0.21%
Janney Montgomery Scott LLC	140.99K	Mar 31, 26	-40.63K	0.21%
RFG Advisory, LLC	135.59K	Mar 31, 26	+135.59K	0.20%
Solano Wealth Investment Advisors LLC	128.75K	Mar 31, 26	-2.38K	0.19%
Cetera Investment Advisers	126.04K	Mar 31, 26	-27.29K	0.18%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	125.83K	Mar 31, 26	+7.36K	0.18%
Foguth Wealth Management, LLC.	125.26K	Mar 31, 26	-26.56K	0.18%
Sage Mountain Advisors LLC	120.80K	Mar 31, 26	--	0.18%
Asset Allocation Strategies LLC	109.69K	Mar 31, 26	-19.35K	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	109.45K	Mar 31, 26	-269	0.16%
PAX Financial Group, LLC	94.80K	Mar 31, 26	-31.00K	0.14%
Avestar Capital, LLC	92.09K	Mar 31, 26	+2.19K	0.13%
WCG Wealth Advisors LLC	89.36K	Mar 31, 26	-18.45K	0.13%
Quantinno Capital Management LP	88.46K	Mar 31, 26	-15.55K	0.13%
GREAT VALLEY ADVISOR GROUP, INC.	84.99K	Mar 31, 26	-258	0.12%
AMERIPRISE FINANCIAL INC	76.38K	Mar 31, 26	-27.70K	0.11%
MGO ONE SEVEN LLC	69.14K	Mar 31, 26	-6.34K	0.10%
Gateway Wealth Partners, LLC	67.88K	Mar 31, 26	+67.88K	0.10%
Centerpoint Advisory Group	65.97K	Mar 31, 26	-677	0.10%
ROYAL BANK OF CANADA	64.13K	Mar 31, 26	-21.81K	0.09%
MML INVESTORS SERVICES, LLC	63.64K	Mar 31, 26	-9.98K	0.09%
Perennial Investment Advisors, LLC	62.77K	Mar 31, 26	-5.20K	0.09%
Arete Wealth Advisors, LLC	62.62K	Mar 31, 26	+62.62K	0.09%
Dynamic Advisor Solutions LLC	62.53K	Mar 31, 26	+58	0.09%
RPg Family Wealth Advisory, LLC	62.20K	Mar 31, 26	-2.35K	0.09%
ORRSTOWN FINANCIAL SERVICES INC	61.48K	Mar 31, 26	-834.63K	0.09%
Equitable Holdings, Inc.	59.66K	Mar 31, 26	-810	0.09%
Triad Wealth Partners, LLC	56.41K	Mar 31, 26	+14.54K	0.08%
AQR CAPITAL MANAGEMENT LLC	55.78K	Mar 31, 26	-288	0.08%
TD Waterhouse Canada Inc.	50.75K	Mar 31, 26	+9.72K	0.07%
Proactive Wealth Strategies LLC	50.07K	Mar 31, 26	+25.21K	0.07%
Cerity Partners LLC	49.60K	Mar 31, 26	+37.81K	0.07%
Advocacy Wealth Management Services, LLC	49.30K	Mar 31, 26	--	0.07%
IFP Advisors, Inc	46.39K	Mar 31, 26	+13.52K	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	43.16K	Mar 31, 26	-9.14K	0.06%
Kingsview Wealth Management, LLC	42.50K	Mar 31, 26	-3.34K	0.06%
Merit Financial Group, LLC	42.34K	Mar 31, 26	-9.23K	0.06%
DEFINED WEALTH MANAGEMENT, LLC	41.83K	Mar 31, 26	+217	0.06%
COZAD ASSET MANAGEMENT INC	38.91K	Mar 31, 26	-1.25K	0.06%
Retirement Planning Group	38.04K	Mar 31, 26	-3.38K	0.06%
Steel Peak Wealth Management LLC	35.75K	Mar 31, 26	-747	0.05%
Valued Retirements, Inc.	35.52K	Mar 31, 26	--	0.05%
AlphaCore Capital LLC	34.41K	Mar 31, 26	+84	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	34.03K	Mar 31, 26	-36.61K	0.05%
Goldstone Financial Group, LLC	32.47K	Mar 31, 26	-1.43K	0.05%
Colonial River Wealth Management, LLC	32.01K	Mar 31, 26	+1.39K	0.05%
Sequent Planning LLC	31.98K	Mar 31, 26	-454	0.05%
Western Wealth Management, LLC	29.58K	Mar 31, 26	+1.89K	0.04%
Farther Finance Advisors, LLC	28.57K	Mar 31, 26	+21.92K	0.04%
Apella Capital, LLC	27.48K	Mar 31, 26	-1.45K	0.04%
Milestone Investment Advisors LLC	26.64K	Mar 31, 26	-1.05K	0.04%
MUIRFIELD WEALTH ADVISORS LLC	26.39K	Mar 31, 26	+259	0.04%
Wealthcare Advisory Partners LLC	25.96K	Mar 31, 26	-7.25K	0.04%
Archford Capital Strategies, LLC	24.62K	Mar 31, 26	-913	0.04%
Atlas Legacy Advisors, LLC	23.38K	Mar 31, 26	-4.38K	0.03%
STIFEL FINANCIAL CORP	22.77K	Mar 31, 26	-2.33K	0.03%
NewEdge Advisors, LLC	22.02K	Mar 31, 26	-2.70K	0.03%
Elevation Capital Advisory, LLC	21.73K	Mar 31, 26	-829	0.03%
CIBC WORLD MARKET INC.	21.30K	Mar 31, 26	-3.19K	0.03%
Sanctuary Advisors, LLC	20.24K	Mar 31, 26	+3.31K	0.03%
PRINCIPAL SECURITIES, INC.	20.01K	Mar 31, 26	-9.08K	0.03%
NATIONAL BANK OF CANADA /FI/	19.27K	Mar 31, 26	-1.71K	0.03%
RETIREMENT PLANNING GROUP, LLC / NY	19.05K	Mar 31, 26	-2.36K	0.03%
JANE STREET GROUP, LLC	18.85K	Mar 31, 26	+18.85K	0.03%
FLOW TRADERS U.S. LLC	17.69K	Mar 31, 26	-33.35K	0.03%
Apollon Wealth Management, LLC	17.22K	Mar 31, 26	-1.25K	0.03%
Petix & Botte Co	16.90K	Mar 31, 26	+316	0.02%
MONECO Advisors, LLC	16.58K	Mar 31, 26	-34	0.02%
HB Wealth Management, LLC	16.36K	Mar 31, 26	+13.06K	0.02%
Spire Wealth Management	16.33K	Mar 31, 26	--	0.02%
Sowell Financial Services LLC	16.32K	Mar 31, 26	-1.32K	0.02%
FLAGSTAR ADVISORS INC.	16.15K	Mar 31, 26	+1.79K	0.02%
Rooted Wealth Advisors, Inc.	15.79K	Mar 31, 26	-8.75K	0.02%
ORBA Wealth Advisors, L.L.C.	15.60K	Mar 31, 26	-4.65K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	15.32K	Mar 31, 26	-1.00K	0.02%
Alteri Wealth LLC	14.29K	Mar 31, 26	-2.69K	0.02%
CreativeOne Wealth, LLC	13.80K	Mar 31, 26	+1.44K	0.02%
Fox Financial, Inc	13.72K	Mar 31, 26	-260	0.02%
Williams & Novak, LLC	13.37K	Mar 31, 26	+13.37K	0.02%
Signal Advisors Wealth, LLC	13.21K	Mar 31, 26	+2.08K	0.02%
WealthPlan Investment Management, LLC	12.88K	Mar 31, 26	+12.88K	0.02%
PFG Advisors	12.85K	Mar 31, 26	-17.35K	0.02%
CHANNEL WEALTH LLC	12.52K	Mar 31, 26	+1.00K	0.02%
Apollon Financial, LLC	11.90K	Mar 31, 26	-2.00K	0.02%
LANDMARK WEALTH MANAGEMENT, INC.	11.84K	Mar 31, 26	-432	0.02%
J.W. COLE ADVISORS, INC.	11.83K	Mar 31, 26	+978	0.02%
CAP Partners, LLC	11.77K	Mar 31, 26	-19	0.02%
NATIXIS ADVISORS, L.P.	11.17K	Mar 31, 26	-590	0.02%
Sigma Planning Corp	11.13K	Mar 31, 26	-195	0.02%
FMR LLC	11.12K	Mar 31, 26	+292	0.02%
Wood Tarver Financial Group, LLC	10.38K	Mar 31, 26	-679	0.02%
Axis Wealth Partners, LLC	10.38K	Mar 31, 26	+493	0.02%
HARBOUR INVESTMENTS, INC.	9.45K	Mar 31, 26	+8.54K	0.01%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	9.38K	Mar 31, 26	--	0.01%
Waldron Private Wealth LLC	9.30K	Mar 31, 26	--	0.01%
Ausdal Financial Partners, Inc.	9.28K	Mar 31, 26	-133	0.01%
Qube Research & Technologies Ltd	9.09K	Mar 31, 26	-24.51K	0.01%
Atria Investments, Inc	8.74K	Mar 31, 26	+2.29K	0.01%
Simplicity Wealth,LLC	8.74K	Mar 31, 26	+102	0.01%
Waverly Advisors, LLC	8.54K	Mar 31, 26	--	0.01%
Advyzon Investment Management, LLC	8.47K	Mar 31, 26	+1.30K	0.01%
Perigon Wealth Management, LLC	8.11K	Mar 31, 26	+23	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.90K	Mar 31, 26	+352	0.01%
Empirical Asset Management, LLC	7.60K	Mar 31, 26	+164	0.01%
Herold Advisors, Inc.	7.59K	Mar 31, 26	--	0.01%
Vantage Point Financial LLC	7.50K	Mar 31, 26	+324	0.01%
Graney & King, LLC	7.17K	Mar 31, 26	-122	0.01%
Golden State Equity Partners	7.04K	Mar 31, 26	+16	0.01%
AlphaStar Capital Management, LLC	6.95K	Mar 31, 26	+79	0.01%
BlackRock, Inc.	6.88K	Mar 31, 26	-200	0.01%
EP Wealth Advisors, LLC	6.76K	Mar 31, 26	+91	0.01%
FIRST NATIONAL TRUST CO	6.72K	Mar 31, 26	-3.96K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	6.67K	Mar 31, 26	--	0.01%
BANK OF MONTREAL /CAN/	6.66K	Mar 31, 26	--	0.01%
Elite Life Management LLC	6.52K	Mar 31, 26	+930	0.01%
ASSETMARK, INC	6.50K	Mar 31, 26	-467	0.01%
Baird Financial Group, Inc.	6.45K	Mar 31, 26	-1.94K	0.01%
ACT Advisors, LLC.	6.30K	Mar 31, 26	-85	0.01%
NCM Capital Management, LLC	6.25K	Mar 31, 26	--	0.01%
Point72 Asset Management, L.P.	6.17K	Mar 31, 26	+1.20K	0.01%
Steward Partners Investment Advisory, LLC	6.13K	Mar 31, 26	+1.54K	0.01%
CATALYST FINANCIAL PARTNERS LLC	5.70K	Mar 31, 26	+5.70K	0.01%
OPPENHEIMER & CO INC	5.67K	Mar 31, 26	-1.09K	0.01%
WESPAC Advisors SoCal, LLC	5.53K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	5.47K	Mar 31, 26	-284	0.01%
PACIFIC FINANCIAL GROUP INC	5.15K	Mar 31, 26	+11	0.01%
CWM, LLC	5.04K	Mar 31, 26	+566	0.01%
United Advisor Group, LLC	5.00K	Mar 31, 26	-124	0.01%
EdgeRock Capital LLC	4.97K	Mar 31, 26	+6	0.01%
Rockefeller Capital Management L.P.	4.87K	Mar 31, 26	+2.08K	0.01%
Investor's Fiduciary Advisor Network, LLC	4.84K	Mar 31, 26	+4.84K	0.01%
49 WEALTH MANAGEMENT, LLC	4.80K	Mar 31, 26	+12	0.01%
SPINNAKER TRUST	4.63K	Mar 31, 26	--	0.01%
WBI INVESTMENTS, INC.	4.59K	Mar 31, 26	+4.59K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.57K	Mar 31, 26	-24.91K	0.01%
John W. Brooker & Co., CPAs	4.47K	Mar 31, 26	-106	0.01%
HBW Advisory Services LLC	4.32K	Mar 31, 26	+11	0.01%
Advisory Services Network, LLC	4.27K	Mar 31, 26	+1	0.01%
TWO SIGMA SECURITIES, LLC	4.25K	Mar 31, 26	+4.25K	0.01%
ARQ WEALTH ADVISORS, LLC	4.21K	Mar 31, 26	-32	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	4.17K	Mar 31, 26	-837	0.01%
First Command Advisory Services, Inc.	4.07K	Mar 31, 26	-98	0.01%
Robertson Stephens Wealth Management, LLC	4.04K	Mar 31, 26	-25	0.01%
FIRETHORN WEALTH PARTNERS, LLC	3.69K	Mar 31, 26	-194	0.01%
MERCER GLOBAL ADVISORS INC /ADV	3.67K	Mar 31, 26	+3.67K	0.01%
Colony Group, LLC	3.57K	Mar 31, 26	-224	0.01%
San Luis Wealth Advisors LLC	3.56K	Mar 31, 26	-102.49K	0.01%
Neuberger Berman Group LLC	3.50K	Mar 31, 26	--	0.01%
VestGen Advisors, LLC	3.37K	Mar 31, 26	-4.88K	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	3.34K	Mar 31, 26	+2	0.00%
PACES FERRY WEALTH ADVISORS, LLC	3.33K	Mar 31, 26	-75	0.00%
FIFTH THIRD BANCORP	3.26K	Mar 31, 26	+3.26K	0.00%
IFG Advisory, LLC	3.25K	Mar 31, 26	-356.65K	0.00%
Aptus Capital Advisors, LLC	3.16K	Mar 31, 26	+812	0.00%
RICHARDS, MERRILL & PETERSON, INC.	2.98K	Mar 31, 26	+105	0.00%
Glass Jacobson Investment Advisors llc	2.80K	Mar 31, 26	-1.03K	0.00%
Goodman Advisory Group, LLC	2.43K	Mar 31, 26	+2.43K	0.00%
EverSource Wealth Advisors, LLC	2.37K	Mar 31, 26	+6	0.00%
SRS Capital Advisors, Inc.	2.16K	Mar 31, 26	+5	0.00%
Beaird Harris Wealth Management, LLC	2.05K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.90K	Mar 31, 26	--	0.00%
GeoWealth Management, LLC	1.86K	Mar 31, 26	+359	0.00%
AE Wealth Management LLC	1.68K	Mar 31, 26	-42.79K	0.00%
Geneos Wealth Management Inc.	1.65K	Mar 31, 26	--	0.00%
Bollard Group LLC	1.53K	Mar 31, 26	+1.53K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.48K	Mar 31, 26	+2	0.00%
TD Capital Management LLC	1.23K	Mar 31, 26	--	0.00%
WEBSTER BANK, N. A.	1.14K	Mar 31, 26	+1.14K	0.00%
PRIVATE TRUST CO NA	1.10K	Mar 31, 26	+277	0.00%
Capital Analysts, LLC	994	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	922	Mar 31, 26	+1	0.00%
Frazier Financial Advisors, LLC	763	Mar 31, 26	+750	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	749	Mar 31, 26	+141	0.00%
Parallel Advisors, LLC	720	Mar 31, 26	+160	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	686	Mar 31, 26	+267	0.00%
Sound Income Strategies, LLC	602	Mar 31, 26	+602	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	536	Mar 31, 26	-326	0.00%
Sunbelt Securities, Inc.	520	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	478	Mar 31, 26	+478	0.00%
Abound Wealth Management	456	Mar 31, 26	+139	0.00%
Key FInancial Inc	456	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	449	Mar 31, 26	-24.45K	0.00%
GW&K Investment Management, LLC	364	Mar 31, 26	--	0.00%
Archer Investment Corp	345	Mar 31, 26	+1	0.00%
MCF Advisors LLC	156	Mar 31, 26	+156	0.00%
MPWM ADVISORY SOLUTIONS, LLC	140	Mar 31, 26	--	0.00%
Copia Wealth Management	130	Mar 31, 26	--	0.00%
MAI Capital Management	116	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	114	Mar 31, 26	--	0.00%
CITIGROUP INC	94	Mar 31, 26	+64	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	78	Mar 31, 26	--	0.00%
CGC Financial Services, LLC	75	Mar 31, 26	+75	0.00%
WOLFF WIESE MAGANA LLC	70	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	68	Mar 31, 26	--	0.00%
WFA of San Diego, LLC	68	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	32	Mar 31, 26	+32	0.00%
TSFG, LLC	28	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	22	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	17	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	10	Mar 31, 26	+10	0.00%
Russell Investments Group, Ltd.	10	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1	Mar 31, 26	--	0.00%
MONEY CONCEPTS CAPITAL CORP	--	Mar 31, 26	-3.40K	--
GTS SECURITIES LLC	--	Mar 31, 26	-124.03K	--
White Pine Investment CO	--	Mar 31, 26	-4.65K	--
DecisionPoint Financial, LLC	--	Mar 31, 26	-54	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-94	--
Matthew Goff Investment Advisor, LLC	--	Mar 31, 26	-268.19K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-27	--
Ancora Advisors, LLC	--	Mar 31, 26	-160	--
Deseret Mutual Benefit Administrators	--	Mar 31, 26	-749.61K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-478	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-1.40K	--
SILVER OAK SECURITIES, INCORPORATED	--	Mar 31, 26	-139.63K	--
SFI Advisors, LLC	--	Mar 31, 26	-8.10K	--
Allworth Financial LP	--	Mar 31, 26	-52	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-12.35K	--
US BANCORP \DE\	--	Mar 31, 26	-5.13K	--
Arizona PSPRS Trust	--	Mar 31, 26	-1.64M	--
Concord Wealth Partners	--	Mar 31, 26	-2.38K	--
Kingdom Financial Group LLC.	--	Mar 31, 26	-1.68K	--
Stratos Wealth Partners, LTD.	--	Mar 31, 26	-3.57K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-14.25K	--
Seros Financial, LLC	--	Mar 31, 26	-7.90K	--
Clarius Group, LLC	139.91K	Dec 31, 25	-52.59K	0.20%
Running Point Capital Advisors, LLC	45.52K	Dec 31, 25	-14.62K	0.07%
LM Advisors LLC	37.86K	Dec 31, 25	-584.65K	0.06%
ORG Partners LLC	10.67K	Dec 31, 25	-7.63K	0.02%
Global Retirement Partners, LLC	8.81K	Dec 31, 25	-22	0.01%
COMERICA BANK	3.22K	Dec 31, 25	-3.21K	0.00%
Litman Gregory Wealth Management LLC	400	Dec 31, 25	+400	0.00%
GPS Wealth Strategies Group, LLC	229	Dec 31, 25	-1.75K	0.00%
Motiv8 Investments LLC	19	Dec 31, 25	+19	0.00%
TUCKER ASSET MANAGEMENT LLC	16	Dec 31, 25	+16	0.00%
CIBC Private Wealth Group, LLC	--	Dec 31, 25	-103	--
Burt Wealth Advisors	356.15K	Sep 30, 25	-4.57K	0.52%
Moloney Securities Asset Management, LLC	27.77K	Sep 30, 25	+14.28K	0.04%
Cubist Systematic Strategies, LLC	7.61K	Sep 30, 25	-5.47K	0.01%
Abich Financial Wealth Management LLC	8	Sep 30, 25	+8	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-3.76K	--
Elios Financial Group Inc.	46.09K	Jun 30, 25	+6.01K	0.07%
AVANTAX ADVISORY SERVICES, INC.	41.38K	Jun 30, 25	+1.44K	0.06%
Atria Wealth Solutions, Inc.	8.26K	Jun 30, 25	-523	0.01%
Good Life Advisors, LLC	5.11K	Jun 30, 25	-2.54K	0.01%
Callan Capital, LLC	58.41K	Mar 31, 25	--	0.09%
Orion Portfolio Solutions, LLC	9.07K	Mar 31, 25	+9.07K	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-533	--
Raymond James Financial Services Advisors, Inc.	900.43K	Sep 30, 24	-974.20K	1.31%
RAYMOND JAMES & ASSOCIATES	253.42K	Sep 30, 24	-380.10K	0.37%
American Planning Services, Inc.	27.97K	Sep 30, 24	-5.14K	0.04%
Solano Wealth Management, Inc.	434.67K	Jun 30, 24	+12.56K	0.63%
BlackRock Inc.	3.33K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	2.08K	Jun 30, 24	-6.77K	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	271	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	218.24K	Mar 31, 24	-1.64K	0.32%
KLR INVESTMENT ADVISORS, LLC	162.28K	Mar 31, 24	+935	0.24%
Cetera Advisors LLC	5.82K	Mar 31, 24	+1.47K	0.01%
Baystate Wealth Management LLC	1.21M	Dec 31, 23	+39.33K	1.77%
FOCUS FINANCIAL NETWORK INC /ADV	35.53K	Dec 31, 23	+35.53K	0.05%
Bartlett & Co. LLC	23	Dec 31, 23	+23	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	789.60K	Sep 30, 23	+416.80K	1.15%
V Wealth Advisors LLC	7.47K	Sep 30, 23	+7.47K	0.01%
PFS INVESTMENTS INC.	1.79M	Jun 30, 23	+497.98K	2.61%
AJ WEALTH STRATEGIES, LLC	1.51M	Jun 30, 23	-149.59K	2.19%
First Command Financial Services, Inc.	1.05K	Jun 30, 23	+1.05K	0.00%
First Command Bank	1.05K	Jun 30, 23	+1.05K	0.00%
Quantitative Advantage, LLC	263.01K	Mar 31, 23	+6.19K	0.38%
Ford Financial Group, LLC	--	Mar 31, 23	-12.20K	--
Kore Private Wealth LLC	1.18M	Sep 30, 22	+25.28K	1.72%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	230.10K	Sep 30, 22	+12.21K	0.34%
STRINGER ASSET MANAGEMENT, LLC	74.00K	Sep 30, 22	+4.57K	0.11%
KARLINSKI ANDREW C	18.60K	Sep 30, 22	-9.13K	0.03%
American Portfolios Advisors	1.27K	Sep 30, 22	--	0.00%
Frontier Wealth Management LLC	4.33K	Jun 30, 22	--	0.01%
Carroll Financial Associates, Inc.	688.29K	Dec 31, 21	+14.93K	1.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	32.72K	Dec 31, 19	+7.45K	0.05%
Advisor Group, Inc.	27.21K	Dec 31, 19	-7.77K	0.04%
BB&T SECURITIES, LLC	59.98K	Sep 30, 19	+2.02K	0.09%

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Holder

Date

Change

% Held

Financial Enhancement Group LLC

365.65K

Jun 30, 26

+21.75K

0.53%

WALLER FINANCIAL PLANNING GROUP, INC

182.04K

Jun 30, 26

-14.45K

0.27%

Dynamic Advisor Solutions LLC

56.86K

Jun 30, 26

-5.67K

0.08%

Apella Capital, LLC

27.15K

Jun 30, 26

-327

0.04%

Longview Financial Advisors, Inc.

24.21K

Jun 30, 26

-144

0.04%

Williams & Novak, LLC

5.67K

Jun 30, 26

-7.70K

0.01%

Beaird Harris Wealth Management, LLC

2.05K

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

Invesco Ltd.

16.77M

Mar 31, 26

-2.86M

24.42%

Balentine LLC

5.18M

Mar 31, 26

-65.41K

7.55%

MORGAN STANLEY

4.40M

Mar 31, 26

-61.46K

6.41%

Bank of New York Mellon Corp

3.71M

Mar 31, 26

+931.16K

5.41%

LPL Financial LLC

2.70M

Mar 31, 26

-94.40K

3.94%

BANK OF AMERICA CORP /DE/

1.93M

Mar 31, 26

-270.28K

2.82%

UBS Group AG

1.15M

Mar 31, 26

-22.05K

1.67%

Independent Advisor Alliance

893.62K

Mar 31, 26

+880.95K

1.30%

Mariner, LLC

843.40K

Mar 31, 26

-42.48K

1.23%

HBK Sorce Advisory LLC

744.72K

Mar 31, 26

-35.52K

1.08%

Arkadios Wealth Advisors

697.08K

Mar 31, 26

+64.91K

1.02%

WELLS FARGO & COMPANY/MN

686.41K

Mar 31, 26

-25.23K

1.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

620.87K

Mar 31, 26

-362.83K

0.90%

IHT Wealth Management, LLC

620.82K

Mar 31, 26

+58.73K

0.90%

RAYMOND JAMES FINANCIAL INC

455.99K

Mar 31, 26

-84.40K

0.66%

BALDWIN BROTHERS LLC/MA

439.19K

Mar 31, 26

-16.06K

0.64%

Brookstone Capital Management

417.92K

Mar 31, 26

+2.53K

0.61%

DAIDO LIFE INSURANCE CO

403.06K

Mar 31, 26

0.59%

EXCEL SECURITIES & ASSOCIATES, INC.

390.02K

Mar 31, 26

+16.01K

0.57%

Creative Planning

341.06K

Mar 31, 26

-11.12K

0.50%

ENVESTNET ASSET MANAGEMENT INC

337.57K

Mar 31, 26

-63.56K

0.49%

Kestra Advisory Services, LLC

325.71K

Mar 31, 26

+7.70K

0.47%

Gladstone Institutional Advisory LLC

319.60K

Mar 31, 26

+55.10K

0.47%

JONES FINANCIAL COMPANIES LLLP

312.15K

Mar 31, 26

+7.24K

0.45%

Concurrent Investment Advisors, LLC

306.11K

Mar 31, 26

+178.02K

0.45%

CAPTRUST FINANCIAL ADVISORS

303.48K

Mar 31, 26

-3.69K

0.44%

JOURNEY STRATEGIC WEALTH LLC

283.38K

Mar 31, 26

+3.23K

0.41%

ADVISOR GROUP HOLDINGS, INC.

266.29K

Mar 31, 26

-48.45K

0.39%

HighTower Advisors, LLC

265.00K

Mar 31, 26

+224.61K

0.39%

GOLDMAN SACHS GROUP INC

262.03K

Mar 31, 26

+175.41K

0.38%

Private Advisor Group, LLC

260.37K

Mar 31, 26

+25.38K

0.38%

Clearstead Advisors, LLC

251.55K

Mar 31, 26

+251.55K

0.37%

CI Private Wealth, LLC

249.15K

Mar 31, 26

-8.63K

0.36%

Integrated Wealth Concepts LLC

245.28K

Mar 31, 26

-3.68K

0.36%

Financial Designs Corp

231.47K

Mar 31, 26

+16

0.34%

Daner Wealth Management, LLC

225.48K

Mar 31, 26

-23.55K

0.33%

WALLER FINANCIAL PLANNING GROUP, INC

196.48K

Mar 31, 26

-21.27K

0.29%

JPMORGAN CHASE & CO

159.52K

Mar 31, 26

-8.48K

0.23%

TRUIST FINANCIAL CORP

157.00K

Mar 31, 26

-27.90K

0.23%

Cambridge Investment Research Advisors, Inc.

153.63K

Mar 31, 26

-394.24K

0.22%

ERn Financial, LLC

142.43K

Mar 31, 26

-25.00K

0.21%

Janney Montgomery Scott LLC

140.99K

Mar 31, 26

-40.63K

0.21%

RFG Advisory, LLC

135.59K

Mar 31, 26

+135.59K

0.20%

Solano Wealth Investment Advisors LLC

128.75K

Mar 31, 26

-2.38K

0.19%

Cetera Investment Advisers

126.04K

Mar 31, 26

-27.29K

0.18%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

125.83K

Mar 31, 26

+7.36K

0.18%

Foguth Wealth Management, LLC.

125.26K

Mar 31, 26

-26.56K

0.18%

Sage Mountain Advisors LLC

120.80K

Mar 31, 26

0.18%

Asset Allocation Strategies LLC

109.69K

Mar 31, 26

-19.35K

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

109.45K

Mar 31, 26

-269

0.16%

PAX Financial Group, LLC

94.80K

Mar 31, 26

-31.00K

0.14%

Avestar Capital, LLC

92.09K

Mar 31, 26

+2.19K

0.13%

WCG Wealth Advisors LLC

89.36K

Mar 31, 26

-18.45K

0.13%

Quantinno Capital Management LP

88.46K

Mar 31, 26

-15.55K

0.13%

GREAT VALLEY ADVISOR GROUP, INC.

84.99K

Mar 31, 26

-258

0.12%

AMERIPRISE FINANCIAL INC

76.38K

Mar 31, 26

-27.70K

0.11%

MGO ONE SEVEN LLC

69.14K

Mar 31, 26

-6.34K

0.10%

Gateway Wealth Partners, LLC

67.88K

Mar 31, 26

+67.88K

0.10%

Centerpoint Advisory Group

65.97K

Mar 31, 26

-677

0.10%

ROYAL BANK OF CANADA

64.13K

Mar 31, 26

-21.81K

0.09%

MML INVESTORS SERVICES, LLC

63.64K

Mar 31, 26

-9.98K

0.09%

Perennial Investment Advisors, LLC

62.77K

Mar 31, 26

-5.20K

0.09%

Arete Wealth Advisors, LLC

62.62K

Mar 31, 26

+62.62K

0.09%

Dynamic Advisor Solutions LLC

62.53K

Mar 31, 26

+58

0.09%

RPg Family Wealth Advisory, LLC

62.20K

Mar 31, 26

-2.35K

0.09%

ORRSTOWN FINANCIAL SERVICES INC

61.48K

Mar 31, 26

-834.63K

0.09%

Equitable Holdings, Inc.

59.66K

Mar 31, 26

-810

0.09%

Triad Wealth Partners, LLC

56.41K

Mar 31, 26

+14.54K

0.08%

AQR CAPITAL MANAGEMENT LLC

55.78K

Mar 31, 26

-288

0.08%

TD Waterhouse Canada Inc.

50.75K

Mar 31, 26

+9.72K

0.07%

Proactive Wealth Strategies LLC

50.07K

Mar 31, 26

+25.21K

0.07%

Cerity Partners LLC

49.60K

Mar 31, 26

+37.81K

0.07%

Advocacy Wealth Management Services, LLC

49.30K

Mar 31, 26

0.07%

IFP Advisors, Inc

46.39K

Mar 31, 26

+13.52K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

43.16K

Mar 31, 26

-9.14K

0.06%

Kingsview Wealth Management, LLC

42.50K

Mar 31, 26

-3.34K

0.06%

Merit Financial Group, LLC

42.34K

Mar 31, 26

-9.23K

0.06%

DEFINED WEALTH MANAGEMENT, LLC

41.83K

Mar 31, 26

+217

0.06%

COZAD ASSET MANAGEMENT INC

38.91K

Mar 31, 26

-1.25K

0.06%

Retirement Planning Group

38.04K

Mar 31, 26

-3.38K

0.06%

Steel Peak Wealth Management LLC

35.75K

Mar 31, 26

-747

0.05%

Valued Retirements, Inc.

35.52K

Mar 31, 26

0.05%

AlphaCore Capital LLC

34.41K

Mar 31, 26

+84

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

34.03K

Mar 31, 26

-36.61K

0.05%

Goldstone Financial Group, LLC

32.47K

Mar 31, 26

-1.43K

0.05%

Colonial River Wealth Management, LLC

32.01K

Mar 31, 26

+1.39K

0.05%

Sequent Planning LLC

31.98K

Mar 31, 26

-454

0.05%

Western Wealth Management, LLC

29.58K

Mar 31, 26

+1.89K

0.04%

Farther Finance Advisors, LLC

28.57K

Mar 31, 26

+21.92K

0.04%

Apella Capital, LLC

27.48K

Mar 31, 26

-1.45K

0.04%

Milestone Investment Advisors LLC

26.64K

Mar 31, 26

-1.05K

0.04%

MUIRFIELD WEALTH ADVISORS LLC

26.39K

Mar 31, 26

+259

0.04%

Wealthcare Advisory Partners LLC

25.96K

Mar 31, 26

-7.25K

0.04%

Archford Capital Strategies, LLC

24.62K

Mar 31, 26

-913

0.04%

Atlas Legacy Advisors, LLC

23.38K

Mar 31, 26

-4.38K

0.03%

STIFEL FINANCIAL CORP

22.77K

Mar 31, 26

-2.33K

0.03%

NewEdge Advisors, LLC

22.02K

Mar 31, 26

-2.70K

0.03%

Elevation Capital Advisory, LLC

21.73K

Mar 31, 26

-829

0.03%

CIBC WORLD MARKET INC.

21.30K

Mar 31, 26

-3.19K

0.03%

Sanctuary Advisors, LLC

20.24K

Mar 31, 26

+3.31K

0.03%

PRINCIPAL SECURITIES, INC.

20.01K

Mar 31, 26

-9.08K

0.03%

NATIONAL BANK OF CANADA /FI/

19.27K

Mar 31, 26

-1.71K

0.03%

RETIREMENT PLANNING GROUP, LLC / NY

19.05K

Mar 31, 26

-2.36K

0.03%

JANE STREET GROUP, LLC

18.85K

Mar 31, 26

+18.85K

0.03%

FLOW TRADERS U.S. LLC

17.69K

Mar 31, 26

-33.35K

0.03%

Apollon Wealth Management, LLC

17.22K

Mar 31, 26

-1.25K

0.03%

Petix & Botte Co

16.90K

Mar 31, 26

+316

0.02%

MONECO Advisors, LLC

16.58K

Mar 31, 26

-34

0.02%

HB Wealth Management, LLC

16.36K

Mar 31, 26

+13.06K

0.02%

Spire Wealth Management

16.33K

Mar 31, 26

0.02%

Sowell Financial Services LLC

16.32K

Mar 31, 26

-1.32K

0.02%

FLAGSTAR ADVISORS INC.

16.15K

Mar 31, 26

+1.79K

0.02%

Rooted Wealth Advisors, Inc.

15.79K

Mar 31, 26

-8.75K

0.02%

ORBA Wealth Advisors, L.L.C.

15.60K

Mar 31, 26

-4.65K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

15.32K

Mar 31, 26

-1.00K

0.02%

Alteri Wealth LLC

14.29K

Mar 31, 26

-2.69K

0.02%

CreativeOne Wealth, LLC

13.80K

Mar 31, 26

+1.44K

0.02%

Fox Financial, Inc

13.72K

Mar 31, 26

-260

0.02%

Williams & Novak, LLC

13.37K

Mar 31, 26

+13.37K

0.02%

Signal Advisors Wealth, LLC

13.21K

Mar 31, 26

+2.08K

0.02%

WealthPlan Investment Management, LLC

12.88K

Mar 31, 26

+12.88K

0.02%

PFG Advisors

12.85K

Mar 31, 26

-17.35K

0.02%

CHANNEL WEALTH LLC

12.52K

Mar 31, 26

+1.00K

0.02%

Apollon Financial, LLC

11.90K

Mar 31, 26

-2.00K

0.02%

LANDMARK WEALTH MANAGEMENT, INC.

11.84K

Mar 31, 26

-432

0.02%

J.W. COLE ADVISORS, INC.

11.83K

Mar 31, 26

+978

0.02%

CAP Partners, LLC

11.77K

Mar 31, 26

-19

0.02%

NATIXIS ADVISORS, L.P.

11.17K

Mar 31, 26

-590

0.02%

Sigma Planning Corp

11.13K

Mar 31, 26

-195

0.02%

FMR LLC

11.12K

Mar 31, 26

+292

0.02%

Wood Tarver Financial Group, LLC

10.38K

Mar 31, 26

-679

0.02%

Axis Wealth Partners, LLC

10.38K

Mar 31, 26

+493

0.02%

HARBOUR INVESTMENTS, INC.

9.45K

Mar 31, 26

+8.54K

0.01%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

9.38K

Mar 31, 26

0.01%

Waldron Private Wealth LLC

9.30K

Mar 31, 26

0.01%

Ausdal Financial Partners, Inc.

9.28K

Mar 31, 26

-133

0.01%

Qube Research & Technologies Ltd

9.09K

Mar 31, 26

-24.51K

0.01%

Atria Investments, Inc

8.74K

Mar 31, 26

+2.29K

0.01%

Simplicity Wealth,LLC

8.74K

Mar 31, 26

+102

0.01%

Waverly Advisors, LLC

8.54K

Mar 31, 26

0.01%

Advyzon Investment Management, LLC

8.47K

Mar 31, 26

+1.30K

0.01%

Perigon Wealth Management, LLC

8.11K

Mar 31, 26

+23

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.90K

Mar 31, 26

+352

0.01%

Empirical Asset Management, LLC

7.60K

Mar 31, 26

+164

0.01%

Herold Advisors, Inc.

7.59K

Mar 31, 26

0.01%

Vantage Point Financial LLC

7.50K

Mar 31, 26

+324

0.01%

Graney & King, LLC

7.17K

Mar 31, 26

-122

0.01%

Golden State Equity Partners

7.04K

Mar 31, 26

+16

0.01%

AlphaStar Capital Management, LLC

6.95K

Mar 31, 26

+79

0.01%

BlackRock, Inc.

6.88K

Mar 31, 26

-200

0.01%

EP Wealth Advisors, LLC

6.76K

Mar 31, 26

+91

0.01%

FIRST NATIONAL TRUST CO

6.72K

Mar 31, 26

-3.96K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

6.67K

Mar 31, 26

0.01%

BANK OF MONTREAL /CAN/

6.66K

Mar 31, 26

0.01%

Elite Life Management LLC

6.52K

Mar 31, 26

+930

0.01%

ASSETMARK, INC

6.50K

Mar 31, 26

-467

0.01%

Baird Financial Group, Inc.

6.45K

Mar 31, 26

-1.94K

0.01%

ACT Advisors, LLC.

6.30K

Mar 31, 26

-85

0.01%

NCM Capital Management, LLC

6.25K

Mar 31, 26

0.01%

Point72 Asset Management, L.P.

6.17K

Mar 31, 26

+1.20K

0.01%

Steward Partners Investment Advisory, LLC

6.13K

Mar 31, 26

+1.54K

0.01%

CATALYST FINANCIAL PARTNERS LLC

5.70K

Mar 31, 26

+5.70K

0.01%

OPPENHEIMER & CO INC

5.67K

Mar 31, 26

-1.09K

0.01%

WESPAC Advisors SoCal, LLC

5.53K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

5.47K

Mar 31, 26

-284

0.01%

PACIFIC FINANCIAL GROUP INC

5.15K

Mar 31, 26

+11

0.01%

CWM, LLC

5.04K

Mar 31, 26

+566

0.01%

United Advisor Group, LLC

5.00K

Mar 31, 26

-124

0.01%

EdgeRock Capital LLC

4.97K

Mar 31, 26

0.01%

Rockefeller Capital Management L.P.

4.87K

Mar 31, 26

+2.08K

0.01%

Investor's Fiduciary Advisor Network, LLC

4.84K

Mar 31, 26

+4.84K

0.01%

49 WEALTH MANAGEMENT, LLC

4.80K

Mar 31, 26

+12

0.01%

SPINNAKER TRUST

4.63K

Mar 31, 26

0.01%

WBI INVESTMENTS, INC.

4.59K

Mar 31, 26

+4.59K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

4.57K

Mar 31, 26

-24.91K

0.01%

John W. Brooker & Co., CPAs

4.47K

Mar 31, 26

-106

0.01%

HBW Advisory Services LLC

4.32K

Mar 31, 26

+11

0.01%

Advisory Services Network, LLC

4.27K

Mar 31, 26

0.01%

TWO SIGMA SECURITIES, LLC

4.25K

Mar 31, 26

+4.25K

0.01%

ARQ WEALTH ADVISORS, LLC

4.21K

Mar 31, 26

-32

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

4.17K

Mar 31, 26

-837

0.01%

First Command Advisory Services, Inc.

4.07K

Mar 31, 26

-98

0.01%

Robertson Stephens Wealth Management, LLC

4.04K

Mar 31, 26

-25

0.01%

FIRETHORN WEALTH PARTNERS, LLC

3.69K

Mar 31, 26

-194

0.01%

MERCER GLOBAL ADVISORS INC /ADV

3.67K

Mar 31, 26

+3.67K

0.01%

Colony Group, LLC

3.57K

Mar 31, 26

-224

0.01%

San Luis Wealth Advisors LLC

3.56K

Mar 31, 26

-102.49K

0.01%

Neuberger Berman Group LLC

3.50K

Mar 31, 26

0.01%

VestGen Advisors, LLC

3.37K

Mar 31, 26

-4.88K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

3.34K

Mar 31, 26

0.00%

PACES FERRY WEALTH ADVISORS, LLC

3.33K

Mar 31, 26

-75

0.00%

FIFTH THIRD BANCORP

3.26K

Mar 31, 26

+3.26K

0.00%

IFG Advisory, LLC

3.25K

Mar 31, 26

-356.65K

0.00%

Aptus Capital Advisors, LLC

3.16K

Mar 31, 26

+812

0.00%

RICHARDS, MERRILL & PETERSON, INC.

2.98K

Mar 31, 26

+105

0.00%

Glass Jacobson Investment Advisors llc

2.80K

Mar 31, 26

-1.03K

0.00%

Goodman Advisory Group, LLC

2.43K

Mar 31, 26

+2.43K

0.00%

EverSource Wealth Advisors, LLC

2.37K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

2.16K

Mar 31, 26

0.00%

Beaird Harris Wealth Management, LLC

2.05K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

1.90K

Mar 31, 26

0.00%

GeoWealth Management, LLC

1.86K

Mar 31, 26

+359

0.00%

AE Wealth Management LLC

1.68K

Mar 31, 26

-42.79K

0.00%

Geneos Wealth Management Inc.

1.65K

Mar 31, 26

0.00%

Bollard Group LLC

1.53K

Mar 31, 26

+1.53K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.48K

Mar 31, 26

0.00%

TD Capital Management LLC

1.23K

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

1.14K

Mar 31, 26

+1.14K

0.00%

PRIVATE TRUST CO NA

1.10K

Mar 31, 26

+277

0.00%

Capital Analysts, LLC

994

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

922

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

763

Mar 31, 26

+750

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

749

Mar 31, 26

+141

0.00%

Parallel Advisors, LLC

720

Mar 31, 26

+160

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

686

Mar 31, 26

+267

0.00%

Sound Income Strategies, LLC

602

Mar 31, 26

+602

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

536

Mar 31, 26

-326

0.00%

Sunbelt Securities, Inc.

520

Mar 31, 26

0.00%

MATHER GROUP, LLC.

478

Mar 31, 26

+478

0.00%

Abound Wealth Management

456

Mar 31, 26

+139

0.00%

Key FInancial Inc

456

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

449

Mar 31, 26

-24.45K

0.00%

GW&K Investment Management, LLC

364

Mar 31, 26

0.00%

Archer Investment Corp

345

Mar 31, 26

0.00%

MCF Advisors LLC

156

Mar 31, 26

+156

0.00%

MPWM ADVISORY SOLUTIONS, LLC

140

Mar 31, 26

0.00%

Copia Wealth Management

130

Mar 31, 26

0.00%

MAI Capital Management

116

Mar 31, 26

0.00%

MTM Investment Management, LLC

114

Mar 31, 26

0.00%

CITIGROUP INC

Mar 31, 26

+64

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

CGC Financial Services, LLC

Mar 31, 26

+75

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

0.00%

NBC SECURITIES, INC.

Mar 31, 26

0.00%

WFA of San Diego, LLC

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+32

0.00%

TSFG, LLC

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+10

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

Mar 31, 26

-3.40K

GTS SECURITIES LLC

Mar 31, 26

-124.03K

White Pine Investment CO

Mar 31, 26

-4.65K

DecisionPoint Financial, LLC

Mar 31, 26

-54

Jessup Wealth Management, Inc

Mar 31, 26

-94

Matthew Goff Investment Advisor, LLC

Mar 31, 26

-268.19K

Wealth Watch Advisors, INC

Mar 31, 26

-27

Ancora Advisors, LLC

Mar 31, 26

-160

Deseret Mutual Benefit Administrators

Mar 31, 26

-749.61K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-478

Lloyd Advisory Services, LLC.

Mar 31, 26

-1.40K

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-139.63K

SFI Advisors, LLC

Mar 31, 26

-8.10K

Allworth Financial LP

Mar 31, 26

-52

CITADEL ADVISORS LLC

Mar 31, 26

-12.35K

US BANCORP \DE\

Mar 31, 26

-5.13K

Arizona PSPRS Trust

Mar 31, 26

-1.64M

Concord Wealth Partners

Mar 31, 26

-2.38K

Kingdom Financial Group LLC.

Mar 31, 26

-1.68K

Stratos Wealth Partners, LTD.

Mar 31, 26

-3.57K

Camelot Portfolios, LLC

Mar 31, 26

-14.25K

Seros Financial, LLC

Mar 31, 26

-7.90K

Clarius Group, LLC

139.91K

Dec 31, 25

-52.59K

0.20%

Running Point Capital Advisors, LLC

45.52K

Dec 31, 25

-14.62K

0.07%

LM Advisors LLC

37.86K

Dec 31, 25

-584.65K

0.06%

ORG Partners LLC

10.67K

Dec 31, 25

-7.63K

0.02%

Global Retirement Partners, LLC

8.81K

Dec 31, 25

-22

0.01%

COMERICA BANK

3.22K

Dec 31, 25

-3.21K

0.00%

Litman Gregory Wealth Management LLC

400

Dec 31, 25

+400

0.00%

GPS Wealth Strategies Group, LLC

229

Dec 31, 25

-1.75K

0.00%

Motiv8 Investments LLC

Dec 31, 25

+19

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+16

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

-103

Burt Wealth Advisors

356.15K

Sep 30, 25

-4.57K

0.52%

Moloney Securities Asset Management, LLC

27.77K

Sep 30, 25

+14.28K

0.04%

Cubist Systematic Strategies, LLC

7.61K

Sep 30, 25

-5.47K

0.01%

Abich Financial Wealth Management LLC

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-3.76K

Elios Financial Group Inc.

46.09K

Jun 30, 25

+6.01K

0.07%

AVANTAX ADVISORY SERVICES, INC.

41.38K

Jun 30, 25

+1.44K

0.06%

Atria Wealth Solutions, Inc.

8.26K

Jun 30, 25

-523

0.01%

Good Life Advisors, LLC

5.11K

Jun 30, 25

-2.54K

0.01%

Callan Capital, LLC

58.41K

Mar 31, 25

0.09%

Orion Portfolio Solutions, LLC

9.07K

Mar 31, 25

+9.07K

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-533

Raymond James Financial Services Advisors, Inc.

900.43K

Sep 30, 24

-974.20K

1.31%

RAYMOND JAMES & ASSOCIATES

253.42K

Sep 30, 24

-380.10K

0.37%

American Planning Services, Inc.

27.97K

Sep 30, 24

-5.14K

0.04%

Solano Wealth Management, Inc.

434.67K

Jun 30, 24

+12.56K

0.63%

BlackRock Inc.

3.33K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

2.08K

Jun 30, 24

-6.77K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

271

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

218.24K

Mar 31, 24

-1.64K

0.32%

KLR INVESTMENT ADVISORS, LLC

162.28K

Mar 31, 24

+935

0.24%

Cetera Advisors LLC

5.82K

Mar 31, 24

+1.47K

0.01%

Baystate Wealth Management LLC

1.21M

Dec 31, 23

+39.33K

1.77%

FOCUS FINANCIAL NETWORK INC /ADV

35.53K

Dec 31, 23

+35.53K

0.05%

Bartlett & Co. LLC

Dec 31, 23

+23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

789.60K

Sep 30, 23

+416.80K

1.15%

V Wealth Advisors LLC

7.47K

Sep 30, 23

+7.47K

0.01%

PFS INVESTMENTS INC.

1.79M

Jun 30, 23

+497.98K

2.61%

AJ WEALTH STRATEGIES, LLC

1.51M

Jun 30, 23

-149.59K

2.19%

First Command Financial Services, Inc.

1.05K

Jun 30, 23

+1.05K

0.00%

First Command Bank

1.05K

Jun 30, 23

+1.05K

0.00%

Quantitative Advantage, LLC

263.01K

Mar 31, 23

+6.19K

0.38%

Ford Financial Group, LLC

Mar 31, 23

-12.20K

Kore Private Wealth LLC

1.18M

Sep 30, 22

+25.28K

1.72%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

230.10K

Sep 30, 22

+12.21K

0.34%

STRINGER ASSET MANAGEMENT, LLC

74.00K

Sep 30, 22

+4.57K

0.11%

KARLINSKI ANDREW C

18.60K

Sep 30, 22

-9.13K

0.03%

American Portfolios Advisors

1.27K

Sep 30, 22

0.00%

Frontier Wealth Management LLC

4.33K

Jun 30, 22

0.01%

Carroll Financial Associates, Inc.

688.29K

Dec 31, 21

+14.93K

1.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

32.72K

Dec 31, 19

+7.45K

0.05%

Advisor Group, Inc.

27.21K

Dec 31, 19

-7.77K

0.04%

BB&T SECURITIES, LLC

59.98K

Sep 30, 19

+2.02K

0.09%