Invesco Russell 1000 Dynamic Multifactor ETF(OMFL)

$70.37—Stale · unknown old

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Invesco Russell 1000 Dynamic Multifactor ETF(OMFL)

USBATS • Last print unknown ago

$70.37—Stale · unknown old

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OMFL(OMFL)

OMFL

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Institutional Ownership

Top 342 Institutional Holders

Holder	Shares	Date	Change	% Held
Invesco Ltd.	15.03M	Jun 30, 26	-1.73M	21.97%
Balentine LLC	5.22M	Jun 30, 26	+39.53K	7.63%
MORGAN STANLEY	4.05M	Jun 30, 26	-344.93K	5.93%
Bank of New York Mellon Corp	3.75M	Jun 30, 26	+39.40K	5.48%
LPL Financial LLC	2.65M	Jun 30, 26	-56.12K	3.87%
BANK OF AMERICA CORP /DE/	1.69M	Jun 30, 26	-245.04K	2.47%
Arizona PSPRS Trust	1.65M	Jun 30, 26	+3.62K	2.41%
CI INVESTMENTS INC.	1.33M	Jun 30, 26	+1.33M	1.94%
UBS Group AG	1.18M	Jun 30, 26	+31.91K	1.73%
Mariner, LLC	786.92K	Jun 30, 26	-56.48K	1.15%
Arkadios Wealth Advisors	768.37K	Jun 30, 26	+71.29K	1.12%
HBK Sorce Advisory LLC	721.67K	Jun 30, 26	-23.05K	1.05%
IHT Wealth Management, LLC	717.00K	Jun 30, 26	+96.18K	1.05%
WELLS FARGO & COMPANY/MN	651.00K	Jun 30, 26	-35.41K	0.95%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	626.16K	Jun 30, 26	+5.29K	0.92%
LM Advisors LLC	574.57K	Jun 30, 26	+574.57K	0.84%
Integrated Wealth Concepts LLC	462.34K	Jun 30, 26	+217.06K	0.68%
RAYMOND JAMES FINANCIAL INC	435.76K	Jun 30, 26	-20.23K	0.64%
Brookstone Capital Management	417.61K	Jun 30, 26	-307	0.61%
BALDWIN BROTHERS LLC/MA	412.25K	Jun 30, 26	-26.94K	0.60%
Kestra Advisory Services, LLC	410.94K	Jun 30, 26	+85.23K	0.60%
EXCEL SECURITIES & ASSOCIATES, INC.	406.57K	Jun 30, 26	+16.55K	0.59%
DAIDO LIFE INSURANCE CO	403.06K	Jun 30, 26	--	0.59%
Financial Enhancement Group LLC	365.65K	Jun 30, 26	+21.75K	0.53%
ENVESTNET ASSET MANAGEMENT INC	365.27K	Jun 30, 26	+27.70K	0.53%
Concurrent Investment Advisors, LLC	359.73K	Jun 30, 26	+53.62K	0.53%
IFG Advisory, LLC	359.40K	Jun 30, 26	+356.14K	0.53%
Creative Planning	326.20K	Jun 30, 26	-14.86K	0.48%
JONES FINANCIAL COMPANIES LLLP	319.38K	Jun 30, 26	+7.23K	0.47%
Gladstone Institutional Advisory LLC	312.51K	Jun 30, 26	-7.09K	0.46%
CAPTRUST FINANCIAL ADVISORS	311.47K	Jun 30, 26	+7.99K	0.46%
Curry Webb Wealth Management LLC	305.81K	Jun 30, 26	+29.38K	0.45%
HighTower Advisors, LLC	299.19K	Jun 30, 26	+34.19K	0.44%
ADVISOR GROUP HOLDINGS, INC.	287.64K	Jun 30, 26	+21.35K	0.42%
Private Advisor Group, LLC	271.29K	Jun 30, 26	+10.93K	0.40%
MW ADVISORY, LLC	241.53K	Jun 30, 26	+241.53K	0.35%
Financial Designs Corp	227.56K	Jun 30, 26	-3.91K	0.33%
Cambridge Investment Research Advisors, Inc.	222.81K	Jun 30, 26	+69.18K	0.33%
CI Private Wealth, LLC	221.65K	Jun 30, 26	-27.50K	0.32%
Daner Wealth Management, LLC	220.99K	Jun 30, 26	-4.49K	0.32%
Foguth Wealth Management, LLC.	206.68K	Jun 30, 26	+81.42K	0.30%
WALLER FINANCIAL PLANNING GROUP, INC	182.04K	Jun 30, 26	-14.45K	0.27%
JPMORGAN CHASE & CO	166.44K	Jun 30, 26	+6.92K	0.24%
TRUIST FINANCIAL CORP	161.74K	Jun 30, 26	+4.74K	0.24%
Sage Mountain Advisors LLC	151.83K	Jun 30, 26	+31.03K	0.22%
Janney Montgomery Scott LLC	137.60K	Jun 30, 26	-3.39K	0.20%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	135.91K	Jun 30, 26	+10.07K	0.20%
GOLDMAN SACHS GROUP INC	135.13K	Jun 30, 26	-126.90K	0.20%
Cetera Investment Advisers	134.19K	Jun 30, 26	+8.16K	0.20%
ERn Financial, LLC	133.69K	Jun 30, 26	-8.74K	0.20%
Solano Wealth Investment Advisors LLC	127.57K	Jun 30, 26	-1.18K	0.19%
Asset Allocation Strategies LLC	113.00K	Jun 30, 26	+3.31K	0.17%
Clearstead Advisors, LLC	112.72K	Jun 30, 26	-138.84K	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	106.49K	Jun 30, 26	-2.96K	0.16%
Avestar Capital, LLC	97.31K	Jun 30, 26	+5.22K	0.14%
PAX Financial Group, LLC	93.47K	Jun 30, 26	-1.33K	0.14%
Keating Financial Advisory Services, Inc.	86.00K	Jun 30, 26	+39.05K	0.13%
WCG Wealth Advisors LLC	85.44K	Jun 30, 26	-3.92K	0.12%
GREAT VALLEY ADVISOR GROUP, INC.	82.88K	Jun 30, 26	-2.11K	0.12%
ROYAL BANK OF CANADA	77.43K	Jun 30, 26	+13.30K	0.11%
MML INVESTORS SERVICES, LLC	73.63K	Jun 30, 26	+9.99K	0.11%
MGO ONE SEVEN LLC	72.01K	Jun 30, 26	+2.87K	0.11%
Triad Wealth Partners, LLC	66.72K	Jun 30, 26	+10.32K	0.10%
Centerpoint Advisory Group	65.20K	Jun 30, 26	-769	0.10%
Rockefeller Capital Management L.P.	64.19K	Jun 30, 26	+59.32K	0.09%
AMERIPRISE FINANCIAL INC	64.06K	Jun 30, 26	-12.31K	0.09%
RPg Family Wealth Advisory, LLC	62.59K	Jun 30, 26	+389	0.09%
AQR CAPITAL MANAGEMENT LLC	60.52K	Jun 30, 26	+4.73K	0.09%
RFG Advisory, LLC	59.70K	Jun 30, 26	-75.89K	0.09%
Equitable Holdings, Inc.	59.39K	Jun 30, 26	-270	0.09%
Arete Wealth Advisors, LLC	58.90K	Jun 30, 26	-3.72K	0.09%
Dynamic Advisor Solutions LLC	56.86K	Jun 30, 26	-5.67K	0.08%
Advocacy Wealth Management Services, LLC	55.04K	Jun 30, 26	+5.74K	0.08%
Quantinno Capital Management LP	52.16K	Jun 30, 26	-36.30K	0.08%
Perennial Investment Advisors, LLC	51.50K	Jun 30, 26	-11.27K	0.08%
ORRSTOWN FINANCIAL SERVICES INC	50.66K	Jun 30, 26	-10.82K	0.07%
Proactive Wealth Strategies LLC	49.69K	Jun 30, 26	-375	0.07%
Independent Advisor Alliance	48.27K	Jun 30, 26	-845.34K	0.07%
Cerity Partners LLC	46.88K	Jun 30, 26	-2.72K	0.07%
TD Waterhouse Canada Inc.	44.42K	Jun 30, 26	-6.32K	0.06%
Kingsview Wealth Management, LLC	42.67K	Jun 30, 26	+168	0.06%
IFP Advisors, Inc	42.12K	Jun 30, 26	-4.27K	0.06%
Merit Financial Group, LLC	41.52K	Jun 30, 26	-821	0.06%
Selby Wealth Management, LLC	41.51K	Jun 30, 26	-1.12K	0.06%
DEFINED WEALTH MANAGEMENT, LLC	40.60K	Jun 30, 26	-1.23K	0.06%
FLOW TRADERS U.S. LLC	38.91K	Jun 30, 26	+21.23K	0.06%
Retirement Planning Group	37.33K	Jun 30, 26	-714	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	37.21K	Jun 30, 26	-5.95K	0.05%
Steel Peak Wealth Management LLC	35.55K	Jun 30, 26	-202	0.05%
AlphaCore Capital LLC	34.48K	Jun 30, 26	+75	0.05%
COZAD ASSET MANAGEMENT INC	33.86K	Jun 30, 26	-5.05K	0.05%
Colonial River Wealth Management, LLC	33.13K	Jun 30, 26	+1.11K	0.05%
Sequent Planning LLC	32.26K	Jun 30, 26	+278	0.05%
Valued Retirements, Inc.	31.13K	Jun 30, 26	-4.39K	0.05%
Gateway Wealth Partners, LLC	30.20K	Jun 30, 26	-37.68K	0.04%
Goldstone Financial Group, LLC	29.88K	Jun 30, 26	-2.59K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	29.74K	Jun 30, 26	+26.07K	0.04%
Western Wealth Management, LLC	27.83K	Jun 30, 26	-1.75K	0.04%
Apella Capital, LLC	27.15K	Jun 30, 26	-327	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	26.87K	Jun 30, 26	+26.87K	0.04%
Milestone Investment Advisors LLC	26.64K	Jun 30, 26	--	0.04%
MUIRFIELD WEALTH ADVISORS LLC	26.17K	Jun 30, 26	-220	0.04%
Wealthcare Advisory Partners LLC	24.56K	Jun 30, 26	-1.40K	0.04%
Longview Financial Advisors, Inc.	24.21K	Jun 30, 26	-144	0.04%
Atlas Legacy Advisors, LLC	24.05K	Jun 30, 26	+678	0.04%
Archford Capital Strategies, LLC	23.43K	Jun 30, 26	-1.19K	0.03%
STIFEL FINANCIAL CORP	22.91K	Jun 30, 26	+144	0.03%
TWO SIGMA INVESTMENTS, LP	22.80K	Jun 30, 26	+22.80K	0.03%
NewEdge Advisors, LLC	21.07K	Jun 30, 26	-950	0.03%
Farther Finance Advisors, LLC	21.01K	Jun 30, 26	-7.56K	0.03%
PRINCIPAL SECURITIES, INC.	20.98K	Jun 30, 26	+971	0.03%
LAUREL OAK WEALTH MANAGEMENT, LLC	20.64K	Jun 30, 26	+7.80K	0.03%
Signal Advisors Wealth, LLC	19.93K	Jun 30, 26	+6.72K	0.03%
AXXCESS WEALTH MANAGEMENT, LLC	19.88K	Jun 30, 26	-14.14K	0.03%
Elevation Capital Advisory, LLC	19.58K	Jun 30, 26	-2.15K	0.03%
Sanctuary Advisors, LLC	19.56K	Jun 30, 26	-683	0.03%
RETIREMENT PLANNING GROUP, LLC / NY	19.06K	Jun 30, 26	+14	0.03%
Diversified Trust Co	18.44K	Jun 30, 26	+18.44K	0.03%
CIBC WORLD MARKET INC.	17.76K	Jun 30, 26	-3.54K	0.03%
FLAGSTAR ADVISORS INC.	17.32K	Jun 30, 26	+1.17K	0.03%
Petix & Botte Co	16.64K	Jun 30, 26	-260	0.02%
Spire Wealth Management	16.33K	Jun 30, 26	--	0.02%
HB Wealth Management, LLC	15.80K	Jun 30, 26	-560	0.02%
Sowell Financial Services LLC	15.65K	Jun 30, 26	-666	0.02%
MONECO Advisors, LLC	15.63K	Jun 30, 26	-950	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	15.14K	Jun 30, 26	-183	0.02%
Qube Research & Technologies Ltd	15.12K	Jun 30, 26	+6.03K	0.02%
Rooted Wealth Advisors, Inc.	14.89K	Jun 30, 26	-896	0.02%
ORBA Wealth Advisors, L.L.C.	14.01K	Jun 30, 26	-1.59K	0.02%
Apollon Wealth Management, LLC	13.99K	Jun 30, 26	-3.23K	0.02%
Simplicity Wealth,LLC	13.74K	Jun 30, 26	+5.00K	0.02%
Alteri Wealth LLC	13.64K	Jun 30, 26	-652	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.42K	Jun 30, 26	+8.85K	0.02%
Fox Financial, Inc	13.16K	Jun 30, 26	-556	0.02%
FMR LLC	12.98K	Jun 30, 26	+1.86K	0.02%
SHP Wealth Management	12.96K	Jun 30, 26	-1.31K	0.02%
WealthPlan Investment Management, LLC	12.47K	Jun 30, 26	-413	0.02%
Apollon Financial, LLC	11.90K	Jun 30, 26	--	0.02%
J.W. COLE ADVISORS, INC.	11.84K	Jun 30, 26	+9	0.02%
NATIONAL BANK OF CANADA /FI/	11.82K	Jun 30, 26	-7.46K	0.02%
CreativeOne Wealth, LLC	11.75K	Jun 30, 26	-2.05K	0.02%
CAP Partners, LLC	11.36K	Jun 30, 26	-411	0.02%
Sigma Planning Corp	10.84K	Jun 30, 26	-291	0.02%
NATIXIS ADVISORS, L.P.	10.52K	Jun 30, 26	-655	0.02%
Wood Tarver Financial Group, LLC	10.35K	Jun 30, 26	-34	0.02%
CHANNEL WEALTH LLC	10.24K	Jun 30, 26	-2.28K	0.01%
Axis Wealth Partners, LLC	10.05K	Jun 30, 26	-328	0.01%
Perigon Wealth Management, LLC	9.70K	Jun 30, 26	+1.60K	0.01%
Ausdal Financial Partners, Inc.	9.70K	Jun 30, 26	+422	0.01%
HARBOUR INVESTMENTS, INC.	9.59K	Jun 30, 26	+134	0.01%
Resources Investment Advisors, LLC.	9.46K	Jun 30, 26	+9.46K	0.01%
Vantus Wealth LLC	9.39K	Jun 30, 26	+9.39K	0.01%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	9.30K	Jun 30, 26	-79	0.01%
BlackRock, Inc.	9.18K	Jun 30, 26	+2.31K	0.01%
Waldron Private Wealth LLC	9.05K	Jun 30, 26	-243	0.01%
TopTier Wealth Management, LLC	8.98K	Jun 30, 26	+5	0.01%
LANDMARK WEALTH MANAGEMENT, INC.	8.95K	Jun 30, 26	-2.89K	0.01%
Empirical Asset Management, LLC	8.80K	Jun 30, 26	+1.20K	0.01%
Advyzon Investment Management, LLC	8.47K	Jun 30, 26	--	0.01%
Vantage Point Financial LLC	7.88K	Jun 30, 26	+380	0.01%
Global Retirement Partners, LLC	7.59K	Jun 30, 26	+7.59K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.58K	Jun 30, 26	-328	0.01%
Herold Advisors, Inc.	7.34K	Jun 30, 26	-250	0.01%
ASSETMARK, INC	7.32K	Jun 30, 26	+822	0.01%
Steward Partners Investment Advisory, LLC	6.97K	Jun 30, 26	+836	0.01%
AlphaStar Capital Management, LLC	6.95K	Jun 30, 26	--	0.01%
FIRST NATIONAL TRUST CO	6.71K	Jun 30, 26	-7	0.01%
Waverly Advisors, LLC	6.70K	Jun 30, 26	-1.84K	0.01%
Camelot Portfolios, LLC	6.67K	Jun 30, 26	+6.67K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	6.67K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	6.66K	Jun 30, 26	--	0.01%
Baird Financial Group, Inc.	6.45K	Jun 30, 26	--	0.01%
Elite Life Management LLC	6.27K	Jun 30, 26	-250	0.01%
Graney & King, LLC	6.26K	Jun 30, 26	-914	0.01%
NCM Capital Management, LLC	6.25K	Jun 30, 26	--	0.01%
Liberty Atlantic Advisors LLC	6.24K	Jun 30, 26	-4.09K	0.01%
truNorth Financial Services, Inc.	6.21K	Jun 30, 26	--	0.01%
Equity Wealth Partners, LLC	5.72K	Jun 30, 26	+112	0.01%
Ashton Thomas Private Wealth, LLC	5.69K	Jun 30, 26	+224	0.01%
Williams & Novak, LLC	5.67K	Jun 30, 26	-7.70K	0.01%
Aptus Capital Advisors, LLC	5.64K	Jun 30, 26	+2.48K	0.01%
WESPAC Advisors SoCal, LLC	5.53K	Jun 30, 26	--	0.01%
PACIFIC FINANCIAL GROUP INC	5.17K	Jun 30, 26	+12	0.01%
GTS SECURITIES LLC	5.14K	Jun 30, 26	+5.14K	0.01%
United Advisor Group, LLC	5.00K	Jun 30, 26	--	0.01%
OPPENHEIMER & CO INC	4.90K	Jun 30, 26	-778	0.01%
PFG Advisors	4.82K	Jun 30, 26	-8.03K	0.01%
SPINNAKER TRUST	4.63K	Jun 30, 26	--	0.01%
WBI INVESTMENTS, INC.	4.58K	Jun 30, 26	-15	0.01%
INSIGNEO ADVISORY SERVICES, LLC	4.53K	Jun 30, 26	+4.53K	0.01%
Meridian Financial, LLC	4.52K	Jun 30, 26	+4.52K	0.01%
EdgeRock Capital LLC	4.51K	Jun 30, 26	-463	0.01%
CATALYST FINANCIAL PARTNERS LLC	4.49K	Jun 30, 26	-1.21K	0.01%
Advisory Services Network, LLC	4.38K	Jun 30, 26	+113	0.01%
EP Wealth Advisors, LLC	4.35K	Jun 30, 26	-2.41K	0.01%
HBW Advisory Services LLC	4.33K	Jun 30, 26	+9	0.01%
VestGen Advisors, LLC	4.30K	Jun 30, 26	+931	0.01%
Beacon Wealthcare LLC	4.21K	Jun 30, 26	--	0.01%
ACT Advisors, LLC.	4.16K	Jun 30, 26	-2.14K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	4.12K	Jun 30, 26	-53	0.01%
Robertson Stephens Wealth Management, LLC	4.04K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	3.81K	Jun 30, 26	+3.81K	0.01%
Colony Group, LLC	3.77K	Jun 30, 26	+200	0.01%
ARQ WEALTH ADVISORS, LLC	3.59K	Jun 30, 26	-615	0.01%
Neuberger Berman Group LLC	3.50K	Jun 30, 26	--	0.01%
First Command Advisory Services, Inc.	3.43K	Jun 30, 26	-641	0.01%
MOR Wealth Management, LLC	3.40K	Jun 30, 26	--	0.00%
FIRETHORN WEALTH PARTNERS, LLC	3.38K	Jun 30, 26	-311	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	3.34K	Jun 30, 26	+3	0.00%
PACES FERRY WEALTH ADVISORS, LLC	3.26K	Jun 30, 26	-67	0.00%
MONEY CONCEPTS CAPITAL CORP	3.23K	Jun 30, 26	+3.23K	0.00%
GeoWealth Management, LLC	3.21K	Jun 30, 26	+1.35K	0.00%
Stratos Wealth Partners, LTD.	3.08K	Jun 30, 26	+3.08K	0.00%
RICHARDS, MERRILL & PETERSON, INC.	3.07K	Jun 30, 26	+91	0.00%
FIFTH THIRD BANCORP	3.06K	Jun 30, 26	-204	0.00%
Haverford Trust Co	3.05K	Jun 30, 26	+3.05K	0.00%
Point72 Asset Management, L.P.	2.95K	Jun 30, 26	-3.22K	0.00%
Diversify Advisory Services, LLC	2.93K	Jun 30, 26	+2.93K	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	2.93K	Jun 30, 26	+2.93K	0.00%
Allspring Global Investments Holdings, LLC	2.70K	Jun 30, 26	+2.70K	0.00%
Beacon Financial Strategies CORP	2.45K	Jun 30, 26	+2.45K	0.00%
EverSource Wealth Advisors, LLC	2.37K	Jun 30, 26	+5	0.00%
Beaird Harris Wealth Management, LLC	2.05K	Jun 30, 26	--	0.00%
SouthState Corp	2.05K	Jun 30, 26	+2.05K	0.00%
Concord Wealth Partners	1.93K	Jun 30, 26	+1.93K	0.00%
Federation des caisses Desjardins du Quebec	1.90K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	1.79K	Jun 30, 26	-368	0.00%
AE Wealth Management LLC	1.71K	Jun 30, 26	+32	0.00%
Geneos Wealth Management Inc.	1.65K	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	1.53K	Jun 30, 26	+608	0.00%
Bollard Group LLC	1.53K	Jun 30, 26	+3	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.49K	Jun 30, 26	+3	0.00%
Glass Jacobson Investment Advisors llc	1.38K	Jun 30, 26	-1.43K	0.00%
Wellington Grp LLC	1.30K	Jun 30, 26	--	0.00%
TD Capital Management LLC	1.23K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.21K	Jun 30, 26	+109	0.00%
Capital Analysts, LLC	1.20K	Jun 30, 26	+206	0.00%
SILVER OAK SECURITIES, INCORPORATED	952	Jun 30, 26	+952	0.00%
Parallel Advisors, LLC	928	Jun 30, 26	+208	0.00%
MATHER GROUP, LLC.	916	Jun 30, 26	+438	0.00%
CoreCap Advisors, LLC	911	Jun 30, 26	+157	0.00%
Frazier Financial Advisors, LLC	763	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	686	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	608	Jun 30, 26	-141	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	536	Jun 30, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	534	Jun 30, 26	+85	0.00%
Abound Wealth Management	493	Jun 30, 26	+37	0.00%
Key FInancial Inc	456	Jun 30, 26	--	0.00%
Allworth Financial LP	402	Jun 30, 26	+402	0.00%
Medallion Wealth Advisors, LLC	398	Jun 30, 26	--	0.00%
GW&K Investment Management, LLC	364	Jun 30, 26	--	0.00%
Archer Investment Corp	345	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	249	Jun 30, 26	+249	0.00%
FIDUCIARY FINANCIAL ADVISORS	160	Jun 30, 26	+160	0.00%
MPWM ADVISORY SOLUTIONS, LLC	140	Jun 30, 26	--	0.00%
Copia Wealth Management	130	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	114	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	90	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	78	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	75	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	70	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	68	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	43	Jun 30, 26	+43	0.00%
Russell Investments Group, Ltd.	35	Jun 30, 26	+25	0.00%
Downshift Financial, LLC	28	Jun 30, 26	+28	0.00%
TSFG, LLC	28	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	22	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	17	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	1	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1	Jun 30, 26	--	0.00%
Goodman Advisory Group, LLC	--	Jun 30, 26	-2.43K	--
WFA of San Diego, LLC	--	Jun 30, 26	-68	--
49 WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-4.80K	--
Atria Investments, Inc	--	Jun 30, 26	-8.74K	--
WEBSTER BANK, N. A.	--	Jun 30, 26	-1.14K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-4.25K	--
John W. Brooker & Co., CPAs	--	Jun 30, 26	-4.47K	--
Golden State Equity Partners	--	Jun 30, 26	-7.04K	--
MAI Capital Management	--	Jun 30, 26	-116	--
Sound Income Strategies, LLC	--	Jun 30, 26	-602	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-18.85K	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-10	--
San Luis Wealth Advisors LLC	--	Jun 30, 26	-3.56K	--
MCF Advisors LLC	--	Jun 30, 26	-156	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-4.84K	--
CITIGROUP INC	--	Jun 30, 26	-94	--
VANGUARD ADVISERS INC	--	Jun 30, 26	-32	--
JOURNEY STRATEGIC WEALTH LLC	283.38K	Mar 31, 26	+3.23K	0.41%
CWM, LLC	5.04K	Mar 31, 26	+566	0.01%
MILLINGTON SECURITIES, INC.	4.59K	Mar 31, 26	+4.59K	0.01%
Sunbelt Securities, Inc.	520	Mar 31, 26	--	0.00%
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%
ORG Partners LLC	10.67K	Dec 31, 25	-7.63K	0.02%
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%
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	1.32%
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	0.64%
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	2.62%
AJ WEALTH STRATEGIES, LLC	1.51M	Jun 30, 23	-149.59K	2.20%
First Command Bank	1.05K	Jun 30, 23	+1.05K	0.00%
First Command Financial Services, Inc.	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	1.01%
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

Invesco Ltd.

15.03M

Jun 30, 26

-1.73M

21.97%

Balentine LLC

5.22M

Jun 30, 26

+39.53K

7.63%

MORGAN STANLEY

4.05M

Jun 30, 26

-344.93K

5.93%

Bank of New York Mellon Corp

3.75M

Jun 30, 26

+39.40K

5.48%

LPL Financial LLC

2.65M

Jun 30, 26

-56.12K

3.87%

BANK OF AMERICA CORP /DE/

1.69M

Jun 30, 26

-245.04K

2.47%

Arizona PSPRS Trust

1.65M

Jun 30, 26

+3.62K

2.41%

CI INVESTMENTS INC.

1.33M

Jun 30, 26

+1.33M

1.94%

UBS Group AG

1.18M

Jun 30, 26

+31.91K

1.73%

Mariner, LLC

786.92K

Jun 30, 26

-56.48K

1.15%

Arkadios Wealth Advisors

768.37K

Jun 30, 26

+71.29K

1.12%

HBK Sorce Advisory LLC

721.67K

Jun 30, 26

-23.05K

1.05%

IHT Wealth Management, LLC

717.00K

Jun 30, 26

+96.18K

1.05%

WELLS FARGO & COMPANY/MN

651.00K

Jun 30, 26

-35.41K

0.95%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

626.16K

Jun 30, 26

+5.29K

0.92%

LM Advisors LLC

574.57K

Jun 30, 26

+574.57K

0.84%

Integrated Wealth Concepts LLC

462.34K

Jun 30, 26

+217.06K

0.68%

RAYMOND JAMES FINANCIAL INC

435.76K

Jun 30, 26

-20.23K

0.64%

Brookstone Capital Management

417.61K

Jun 30, 26

-307

0.61%

BALDWIN BROTHERS LLC/MA

412.25K

Jun 30, 26

-26.94K

0.60%

Kestra Advisory Services, LLC

410.94K

Jun 30, 26

+85.23K

0.60%

EXCEL SECURITIES & ASSOCIATES, INC.

406.57K

Jun 30, 26

+16.55K

0.59%

DAIDO LIFE INSURANCE CO

403.06K

Jun 30, 26

0.59%

Financial Enhancement Group LLC

365.65K

Jun 30, 26

+21.75K

0.53%

ENVESTNET ASSET MANAGEMENT INC

365.27K

Jun 30, 26

+27.70K

0.53%

Concurrent Investment Advisors, LLC

359.73K

Jun 30, 26

+53.62K

0.53%

IFG Advisory, LLC

359.40K

Jun 30, 26

+356.14K

0.53%

Creative Planning

326.20K

Jun 30, 26

-14.86K

0.48%

JONES FINANCIAL COMPANIES LLLP

319.38K

Jun 30, 26

+7.23K

0.47%

Gladstone Institutional Advisory LLC

312.51K

Jun 30, 26

-7.09K

0.46%

CAPTRUST FINANCIAL ADVISORS

311.47K

Jun 30, 26

+7.99K

0.46%

Curry Webb Wealth Management LLC

305.81K

Jun 30, 26

+29.38K

0.45%

HighTower Advisors, LLC

299.19K

Jun 30, 26

+34.19K

0.44%

ADVISOR GROUP HOLDINGS, INC.

287.64K

Jun 30, 26

+21.35K

0.42%

Private Advisor Group, LLC

271.29K

Jun 30, 26

+10.93K

0.40%

MW ADVISORY, LLC

241.53K

Jun 30, 26

+241.53K

0.35%

Financial Designs Corp

227.56K

Jun 30, 26

-3.91K

0.33%

Cambridge Investment Research Advisors, Inc.

222.81K

Jun 30, 26

+69.18K

0.33%

CI Private Wealth, LLC

221.65K

Jun 30, 26

-27.50K

0.32%

Daner Wealth Management, LLC

220.99K

Jun 30, 26

-4.49K

0.32%

Foguth Wealth Management, LLC.

206.68K

Jun 30, 26

+81.42K

0.30%

WALLER FINANCIAL PLANNING GROUP, INC

182.04K

Jun 30, 26

-14.45K

0.27%

JPMORGAN CHASE & CO

166.44K

Jun 30, 26

+6.92K

0.24%

TRUIST FINANCIAL CORP

161.74K

Jun 30, 26

+4.74K

0.24%

Sage Mountain Advisors LLC

151.83K

Jun 30, 26

+31.03K

0.22%

Janney Montgomery Scott LLC

137.60K

Jun 30, 26

-3.39K

0.20%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

135.91K

Jun 30, 26

+10.07K

0.20%

GOLDMAN SACHS GROUP INC

135.13K

Jun 30, 26

-126.90K

0.20%

Cetera Investment Advisers

134.19K

Jun 30, 26

+8.16K

0.20%

ERn Financial, LLC

133.69K

Jun 30, 26

-8.74K

0.20%

Solano Wealth Investment Advisors LLC

127.57K

Jun 30, 26

-1.18K

0.19%

Asset Allocation Strategies LLC

113.00K

Jun 30, 26

+3.31K

0.17%

Clearstead Advisors, LLC

112.72K

Jun 30, 26

-138.84K

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

106.49K

Jun 30, 26

-2.96K

0.16%

Avestar Capital, LLC

97.31K

Jun 30, 26

+5.22K

0.14%

PAX Financial Group, LLC

93.47K

Jun 30, 26

-1.33K

0.14%

Keating Financial Advisory Services, Inc.

86.00K

Jun 30, 26

+39.05K

0.13%

WCG Wealth Advisors LLC

85.44K

Jun 30, 26

-3.92K

0.12%

GREAT VALLEY ADVISOR GROUP, INC.

82.88K

Jun 30, 26

-2.11K

0.12%

ROYAL BANK OF CANADA

77.43K

Jun 30, 26

+13.30K

0.11%

MML INVESTORS SERVICES, LLC

73.63K

Jun 30, 26

+9.99K

0.11%

MGO ONE SEVEN LLC

72.01K

Jun 30, 26

+2.87K

0.11%

Triad Wealth Partners, LLC

66.72K

Jun 30, 26

+10.32K

0.10%

Centerpoint Advisory Group

65.20K

Jun 30, 26

-769

0.10%

Rockefeller Capital Management L.P.

64.19K

Jun 30, 26

+59.32K

0.09%

AMERIPRISE FINANCIAL INC

64.06K

Jun 30, 26

-12.31K

0.09%

RPg Family Wealth Advisory, LLC

62.59K

Jun 30, 26

+389

0.09%

AQR CAPITAL MANAGEMENT LLC

60.52K

Jun 30, 26

+4.73K

0.09%

RFG Advisory, LLC

59.70K

Jun 30, 26

-75.89K

0.09%

Equitable Holdings, Inc.

59.39K

Jun 30, 26

-270

0.09%

Arete Wealth Advisors, LLC

58.90K

Jun 30, 26

-3.72K

0.09%

Dynamic Advisor Solutions LLC

56.86K

Jun 30, 26

-5.67K

0.08%

Advocacy Wealth Management Services, LLC

55.04K

Jun 30, 26

+5.74K

0.08%

Quantinno Capital Management LP

52.16K

Jun 30, 26

-36.30K

0.08%

Perennial Investment Advisors, LLC

51.50K

Jun 30, 26

-11.27K

0.08%

ORRSTOWN FINANCIAL SERVICES INC

50.66K

Jun 30, 26

-10.82K

0.07%

Proactive Wealth Strategies LLC

49.69K

Jun 30, 26

-375

0.07%

Independent Advisor Alliance

48.27K

Jun 30, 26

-845.34K

0.07%

Cerity Partners LLC

46.88K

Jun 30, 26

-2.72K

0.07%

TD Waterhouse Canada Inc.

44.42K

Jun 30, 26

-6.32K

0.06%

Kingsview Wealth Management, LLC

42.67K

Jun 30, 26

+168

0.06%

IFP Advisors, Inc

42.12K

Jun 30, 26

-4.27K

0.06%

Merit Financial Group, LLC

41.52K

Jun 30, 26

-821

0.06%

Selby Wealth Management, LLC

41.51K

Jun 30, 26

-1.12K

0.06%

DEFINED WEALTH MANAGEMENT, LLC

40.60K

Jun 30, 26

-1.23K

0.06%

FLOW TRADERS U.S. LLC

38.91K

Jun 30, 26

+21.23K

0.06%

Retirement Planning Group

37.33K

Jun 30, 26

-714

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

37.21K

Jun 30, 26

-5.95K

0.05%

Steel Peak Wealth Management LLC

35.55K

Jun 30, 26

-202

0.05%

AlphaCore Capital LLC

34.48K

Jun 30, 26

+75

0.05%

COZAD ASSET MANAGEMENT INC

33.86K

Jun 30, 26

-5.05K

0.05%

Colonial River Wealth Management, LLC

33.13K

Jun 30, 26

+1.11K

0.05%

Sequent Planning LLC

32.26K

Jun 30, 26

+278

0.05%

Valued Retirements, Inc.

31.13K

Jun 30, 26

-4.39K

0.05%

Gateway Wealth Partners, LLC

30.20K

Jun 30, 26

-37.68K

0.04%

Goldstone Financial Group, LLC

29.88K

Jun 30, 26

-2.59K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

29.74K

Jun 30, 26

+26.07K

0.04%

Western Wealth Management, LLC

27.83K

Jun 30, 26

-1.75K

0.04%

Apella Capital, LLC

27.15K

Jun 30, 26

-327

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

26.87K

Jun 30, 26

+26.87K

0.04%

Milestone Investment Advisors LLC

26.64K

Jun 30, 26

0.04%

MUIRFIELD WEALTH ADVISORS LLC

26.17K

Jun 30, 26

-220

0.04%

Wealthcare Advisory Partners LLC

24.56K

Jun 30, 26

-1.40K

0.04%

Longview Financial Advisors, Inc.

24.21K

Jun 30, 26

-144

0.04%

Atlas Legacy Advisors, LLC

24.05K

Jun 30, 26

+678

0.04%

Archford Capital Strategies, LLC

23.43K

Jun 30, 26

-1.19K

0.03%

STIFEL FINANCIAL CORP

22.91K

Jun 30, 26

+144

0.03%

TWO SIGMA INVESTMENTS, LP

22.80K

Jun 30, 26

+22.80K

0.03%

NewEdge Advisors, LLC

21.07K

Jun 30, 26

-950

0.03%

Farther Finance Advisors, LLC

21.01K

Jun 30, 26

-7.56K

0.03%

PRINCIPAL SECURITIES, INC.

20.98K

Jun 30, 26

+971

0.03%

LAUREL OAK WEALTH MANAGEMENT, LLC

20.64K

Jun 30, 26

+7.80K

0.03%

Signal Advisors Wealth, LLC

19.93K

Jun 30, 26

+6.72K

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

19.88K

Jun 30, 26

-14.14K

0.03%

Elevation Capital Advisory, LLC

19.58K

Jun 30, 26

-2.15K

0.03%

Sanctuary Advisors, LLC

19.56K

Jun 30, 26

-683

0.03%

RETIREMENT PLANNING GROUP, LLC / NY

19.06K

Jun 30, 26

+14

0.03%

Diversified Trust Co

18.44K

Jun 30, 26

+18.44K

0.03%

CIBC WORLD MARKET INC.

17.76K

Jun 30, 26

-3.54K

0.03%

FLAGSTAR ADVISORS INC.

17.32K

Jun 30, 26

+1.17K

0.03%

Petix & Botte Co

16.64K

Jun 30, 26

-260

0.02%

Spire Wealth Management

16.33K

Jun 30, 26

0.02%

HB Wealth Management, LLC

15.80K

Jun 30, 26

-560

0.02%

Sowell Financial Services LLC

15.65K

Jun 30, 26

-666

0.02%

MONECO Advisors, LLC

15.63K

Jun 30, 26

-950

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

15.14K

Jun 30, 26

-183

0.02%

Qube Research & Technologies Ltd

15.12K

Jun 30, 26

+6.03K

0.02%

Rooted Wealth Advisors, Inc.

14.89K

Jun 30, 26

-896

0.02%

ORBA Wealth Advisors, L.L.C.

14.01K

Jun 30, 26

-1.59K

0.02%

Apollon Wealth Management, LLC

13.99K

Jun 30, 26

-3.23K

0.02%

Simplicity Wealth,LLC

13.74K

Jun 30, 26

+5.00K

0.02%

Alteri Wealth LLC

13.64K

Jun 30, 26

-652

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.42K

Jun 30, 26

+8.85K

0.02%

Fox Financial, Inc

13.16K

Jun 30, 26

-556

0.02%

FMR LLC

12.98K

Jun 30, 26

+1.86K

0.02%

SHP Wealth Management

12.96K

Jun 30, 26

-1.31K

0.02%

WealthPlan Investment Management, LLC

12.47K

Jun 30, 26

-413

0.02%

Apollon Financial, LLC

11.90K

Jun 30, 26

0.02%

J.W. COLE ADVISORS, INC.

11.84K

Jun 30, 26

0.02%

NATIONAL BANK OF CANADA /FI/

11.82K

Jun 30, 26

-7.46K

0.02%

CreativeOne Wealth, LLC

11.75K

Jun 30, 26

-2.05K

0.02%

CAP Partners, LLC

11.36K

Jun 30, 26

-411

0.02%

Sigma Planning Corp

10.84K

Jun 30, 26

-291

0.02%

NATIXIS ADVISORS, L.P.

10.52K

Jun 30, 26

-655

0.02%

Wood Tarver Financial Group, LLC

10.35K

Jun 30, 26

-34

0.02%

CHANNEL WEALTH LLC

10.24K

Jun 30, 26

-2.28K

0.01%

Axis Wealth Partners, LLC

10.05K

Jun 30, 26

-328

0.01%

Perigon Wealth Management, LLC

9.70K

Jun 30, 26

+1.60K

0.01%

Ausdal Financial Partners, Inc.

9.70K

Jun 30, 26

+422

0.01%

HARBOUR INVESTMENTS, INC.

9.59K

Jun 30, 26

+134

0.01%

Resources Investment Advisors, LLC.

9.46K

Jun 30, 26

+9.46K

0.01%

Vantus Wealth LLC

9.39K

Jun 30, 26

+9.39K

0.01%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

9.30K

Jun 30, 26

-79

0.01%

BlackRock, Inc.

9.18K

Jun 30, 26

+2.31K

0.01%

Waldron Private Wealth LLC

9.05K

Jun 30, 26

-243

0.01%

TopTier Wealth Management, LLC

8.98K

Jun 30, 26

0.01%

LANDMARK WEALTH MANAGEMENT, INC.

8.95K

Jun 30, 26

-2.89K

0.01%

Empirical Asset Management, LLC

8.80K

Jun 30, 26

+1.20K

0.01%

Advyzon Investment Management, LLC

8.47K

Jun 30, 26

0.01%

Vantage Point Financial LLC

7.88K

Jun 30, 26

+380

0.01%

Global Retirement Partners, LLC

7.59K

Jun 30, 26

+7.59K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.58K

Jun 30, 26

-328

0.01%

Herold Advisors, Inc.

7.34K

Jun 30, 26

-250

0.01%

ASSETMARK, INC

7.32K

Jun 30, 26

+822

0.01%

Steward Partners Investment Advisory, LLC

6.97K

Jun 30, 26

+836

0.01%

AlphaStar Capital Management, LLC

6.95K

Jun 30, 26

0.01%

FIRST NATIONAL TRUST CO

6.71K

Jun 30, 26

-7

0.01%

Waverly Advisors, LLC

6.70K

Jun 30, 26

-1.84K

0.01%

Camelot Portfolios, LLC

6.67K

Jun 30, 26

+6.67K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

6.67K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

6.66K

Jun 30, 26

0.01%

Baird Financial Group, Inc.

6.45K

Jun 30, 26

0.01%

Elite Life Management LLC

6.27K

Jun 30, 26

-250

0.01%

Graney & King, LLC

6.26K

Jun 30, 26

-914

0.01%

NCM Capital Management, LLC

6.25K

Jun 30, 26

0.01%

Liberty Atlantic Advisors LLC

6.24K

Jun 30, 26

-4.09K

0.01%

truNorth Financial Services, Inc.

6.21K

Jun 30, 26

0.01%

Equity Wealth Partners, LLC

5.72K

Jun 30, 26

+112

0.01%

Ashton Thomas Private Wealth, LLC

5.69K

Jun 30, 26

+224

0.01%

Williams & Novak, LLC

5.67K

Jun 30, 26

-7.70K

0.01%

Aptus Capital Advisors, LLC

5.64K

Jun 30, 26

+2.48K

0.01%

WESPAC Advisors SoCal, LLC

5.53K

Jun 30, 26

0.01%

PACIFIC FINANCIAL GROUP INC

5.17K

Jun 30, 26

+12

0.01%

GTS SECURITIES LLC

5.14K

Jun 30, 26

+5.14K

0.01%

United Advisor Group, LLC

5.00K

Jun 30, 26

0.01%

OPPENHEIMER & CO INC

4.90K

Jun 30, 26

-778

0.01%

PFG Advisors

4.82K

Jun 30, 26

-8.03K

0.01%

SPINNAKER TRUST

4.63K

Jun 30, 26

0.01%

WBI INVESTMENTS, INC.

4.58K

Jun 30, 26

-15

0.01%

INSIGNEO ADVISORY SERVICES, LLC

4.53K

Jun 30, 26

+4.53K

0.01%

Meridian Financial, LLC

4.52K

Jun 30, 26

+4.52K

0.01%

EdgeRock Capital LLC

4.51K

Jun 30, 26

-463

0.01%

CATALYST FINANCIAL PARTNERS LLC

4.49K

Jun 30, 26

-1.21K

0.01%

Advisory Services Network, LLC

4.38K

Jun 30, 26

+113

0.01%

EP Wealth Advisors, LLC

4.35K

Jun 30, 26

-2.41K

0.01%

HBW Advisory Services LLC

4.33K

Jun 30, 26

0.01%

VestGen Advisors, LLC

4.30K

Jun 30, 26

+931

0.01%

Beacon Wealthcare LLC

4.21K

Jun 30, 26

0.01%

ACT Advisors, LLC.

4.16K

Jun 30, 26

-2.14K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

4.12K

Jun 30, 26

-53

0.01%

Robertson Stephens Wealth Management, LLC

4.04K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

3.81K

Jun 30, 26

+3.81K

0.01%

Colony Group, LLC

3.77K

Jun 30, 26

+200

0.01%

ARQ WEALTH ADVISORS, LLC

3.59K

Jun 30, 26

-615

0.01%

Neuberger Berman Group LLC

3.50K

Jun 30, 26

0.01%

First Command Advisory Services, Inc.

3.43K

Jun 30, 26

-641

0.01%

MOR Wealth Management, LLC

3.40K

Jun 30, 26

0.00%

FIRETHORN WEALTH PARTNERS, LLC

3.38K

Jun 30, 26

-311

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

3.34K

Jun 30, 26

0.00%

PACES FERRY WEALTH ADVISORS, LLC

3.26K

Jun 30, 26

-67

0.00%

MONEY CONCEPTS CAPITAL CORP

3.23K

Jun 30, 26

+3.23K

0.00%

GeoWealth Management, LLC

3.21K

Jun 30, 26

+1.35K

0.00%

Stratos Wealth Partners, LTD.

3.08K

Jun 30, 26

+3.08K

0.00%

RICHARDS, MERRILL & PETERSON, INC.

3.07K

Jun 30, 26

+91

0.00%

FIFTH THIRD BANCORP

3.06K

Jun 30, 26

-204

0.00%

Haverford Trust Co

3.05K

Jun 30, 26

+3.05K

0.00%

Point72 Asset Management, L.P.

2.95K

Jun 30, 26

-3.22K

0.00%

Diversify Advisory Services, LLC

2.93K

Jun 30, 26

+2.93K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.93K

Jun 30, 26

+2.93K

0.00%

Allspring Global Investments Holdings, LLC

2.70K

Jun 30, 26

+2.70K

0.00%

Beacon Financial Strategies CORP

2.45K

Jun 30, 26

+2.45K

0.00%

EverSource Wealth Advisors, LLC

2.37K

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

2.05K

Jun 30, 26

0.00%

SouthState Corp

2.05K

Jun 30, 26

+2.05K

0.00%

Concord Wealth Partners

1.93K

Jun 30, 26

+1.93K

0.00%

Federation des caisses Desjardins du Quebec

1.90K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

1.79K

Jun 30, 26

-368

0.00%

AE Wealth Management LLC

1.71K

Jun 30, 26

+32

0.00%

Geneos Wealth Management Inc.

1.65K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

1.53K

Jun 30, 26

+608

0.00%

Bollard Group LLC

1.53K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.49K

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

1.38K

Jun 30, 26

-1.43K

0.00%

Wellington Grp LLC

1.30K

Jun 30, 26

0.00%

TD Capital Management LLC

1.23K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.21K

Jun 30, 26

+109

0.00%

Capital Analysts, LLC

1.20K

Jun 30, 26

+206

0.00%

SILVER OAK SECURITIES, INCORPORATED

952

Jun 30, 26

+952

0.00%

Parallel Advisors, LLC

928

Jun 30, 26

+208

0.00%

MATHER GROUP, LLC.

916

Jun 30, 26

+438

0.00%

CoreCap Advisors, LLC

911

Jun 30, 26

+157

0.00%

Frazier Financial Advisors, LLC

763

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

686

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

608

Jun 30, 26

-141

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

536

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

534

Jun 30, 26

+85

0.00%

Abound Wealth Management

493

Jun 30, 26

+37

0.00%

Key FInancial Inc

456

Jun 30, 26

0.00%

Allworth Financial LP

402

Jun 30, 26

+402

0.00%

Medallion Wealth Advisors, LLC

398

Jun 30, 26

0.00%

GW&K Investment Management, LLC

364

Jun 30, 26

0.00%

Archer Investment Corp

345

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

249

Jun 30, 26

+249

0.00%

FIDUCIARY FINANCIAL ADVISORS

160

Jun 30, 26

+160

0.00%

MPWM ADVISORY SOLUTIONS, LLC

140

Jun 30, 26

0.00%

Copia Wealth Management

130

Jun 30, 26

0.00%

MTM Investment Management, LLC

114

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

CGC Financial Services, LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

NBC SECURITIES, INC.

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+43

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+25

0.00%

Downshift Financial, LLC

Jun 30, 26

+28

0.00%

TSFG, LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

Goodman Advisory Group, LLC

Jun 30, 26

-2.43K

WFA of San Diego, LLC

Jun 30, 26

-68

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-4.80K

Atria Investments, Inc

Jun 30, 26

-8.74K

WEBSTER BANK, N. A.

Jun 30, 26

-1.14K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-4.25K

John W. Brooker & Co., CPAs

Jun 30, 26

-4.47K

Golden State Equity Partners

Jun 30, 26

-7.04K

MAI Capital Management

Jun 30, 26

-116

Sound Income Strategies, LLC

Jun 30, 26

-602

JANE STREET GROUP, LLC

Jun 30, 26

-18.85K

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-10

San Luis Wealth Advisors LLC

Jun 30, 26

-3.56K

MCF Advisors LLC

Jun 30, 26

-156

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-4.84K

CITIGROUP INC

Jun 30, 26

-94

VANGUARD ADVISERS INC

Jun 30, 26

-32

JOURNEY STRATEGIC WEALTH LLC

283.38K

Mar 31, 26

+3.23K

0.41%

CWM, LLC

5.04K

Mar 31, 26

+566

0.01%

MILLINGTON SECURITIES, INC.

4.59K

Mar 31, 26

+4.59K

0.01%

Sunbelt Securities, Inc.

520

Mar 31, 26

0.00%

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%

ORG Partners LLC

10.67K

Dec 31, 25

-7.63K

0.02%

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%

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

1.32%

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

0.64%

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

2.62%

AJ WEALTH STRATEGIES, LLC

1.51M

Jun 30, 23

-149.59K

2.20%

First Command Bank

1.05K

Jun 30, 23

+1.05K

0.00%

First Command Financial Services, Inc.

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

1.01%

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%