OUNZ(OUNZ)
OUNZ
Institutional Ownership
Top 355 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 5.47M | Jun 30, 26 | +1.65M | 8.39% |
| Morton Capital Management LLC/CA | 3.52M | Jun 30, 26 | +86.14K | 5.40% |
| LPL Financial LLC | 3.17M | Jun 30, 26 | -71.36K | 4.86% |
| Pitcairn Wealth Advisors LLC | 1.32M | Jun 30, 26 | -17.03K | 2.03% |
| RAYMOND JAMES FINANCIAL INC | 1.31M | Jun 30, 26 | +14.30K | 2.01% |
| ENVESTNET ASSET MANAGEMENT INC | 1.05M | Jun 30, 26 | +13.90K | 1.62% |
| Modern Wealth Management, LLC | 1.04M | Jun 30, 26 | +493.70K | 1.59% |
| Cetera Investment Advisers | 1.01M | Jun 30, 26 | +30.66K | 1.55% |
| AMERIPRISE FINANCIAL INC | 814.22K | Jun 30, 26 | +12.12K | 1.25% |
| Asset One Wealth Management LLC | 786.00K | Jun 30, 26 | +22.92K | 1.21% |
| Cambridge Investment Research Advisors, Inc. | 644.05K | Jun 30, 26 | -63.30K | 0.99% |
| SHUFRO ROSE & CO LLC | 619.79K | Jun 30, 26 | +266.69K | 0.95% |
| Drake & Associates, LLC | 552.92K | Jun 30, 26 | +42.69K | 0.85% |
| Ameritas Advisory Services, LLC | 486.66K | Jun 30, 26 | +235.67K | 0.75% |
| MML INVESTORS SERVICES, LLC | 468.65K | Jun 30, 26 | +112.90K | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 446.23K | Jun 30, 26 | +200.03K | 0.68% |
| Kiker Wealth Management, LLC | 422.68K | Jun 30, 26 | -14.85K | 0.65% |
| AE Wealth Management LLC | 381.43K | Jun 30, 26 | -64.66K | 0.59% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 380.53K | Jun 30, 26 | +34.74K | 0.58% |
| Euro Pacific Asset Management, LLC | 376.50K | Jun 30, 26 | -10.09K | 0.58% |
| HighTower Advisors, LLC | 364.79K | Jun 30, 26 | -9.80K | 0.56% |
| SILVER OAK SECURITIES, INCORPORATED | 334.65K | Jun 30, 26 | +11.65K | 0.51% |
| Security National Bank | 321.96K | Jun 30, 26 | +38.93K | 0.49% |
| Solstein Capital, LLC | 280.25K | Jun 30, 26 | +20.29K | 0.43% |
| Accordant Advisory Group Inc | 272.80K | Jun 30, 26 | -426 | 0.42% |
| Pekin Hardy Strauss, Inc. | 267.08K | Jun 30, 26 | -637 | 0.41% |
| Dogwood Wealth Management LLC | 259.99K | Jun 30, 26 | +29.91K | 0.40% |
| Advisory Services Network, LLC | 247.39K | Jun 30, 26 | +41.70K | 0.38% |
| Smart Money Group LLC | 245.92K | Jun 30, 26 | +7.01K | 0.38% |
| Sanctuary Advisors, LLC | 245.50K | Jun 30, 26 | -6.79K | 0.38% |
| MONEY CONCEPTS CAPITAL CORP | 234.98K | Jun 30, 26 | +3.34K | 0.36% |
| FAS Wealth Partners, Inc. | 210.15K | Jun 30, 26 | +7.67K | 0.32% |
| Perennial Investment Advisors, LLC | 188.39K | Jun 30, 26 | +5.77K | 0.29% |
| Samalin Investment Counsel, LLC | 176.33K | Jun 30, 26 | -573 | 0.27% |
| Three Cord True Wealth Management, LLC | 174.35K | Jun 30, 26 | +11.16K | 0.27% |
| PDS Planning, Inc | 167.78K | Jun 30, 26 | -- | 0.26% |
| Lifeworks Advisors, LLC | 165.09K | Jun 30, 26 | -1.05K | 0.25% |
| Forum Financial Management, LP | 160.12K | Jun 30, 26 | -- | 0.25% |
| Farther Finance Advisors, LLC | 159.26K | Jun 30, 26 | -31 | 0.24% |
| SFG Wealth Management, LLC. | 155.89K | Jun 30, 26 | -96.79K | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 150.89K | Jun 30, 26 | +51.16K | 0.23% |
| PETRA FINANCIAL ADVISORS INC | 148.51K | Jun 30, 26 | +10.06K | 0.23% |
| Capital Wealth Alliance, LLC | 146.73K | Jun 30, 26 | -- | 0.23% |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 138.38K | Jun 30, 26 | +7.10K | 0.21% |
| OPPENHEIMER & CO INC | 137.06K | Jun 30, 26 | -3.08K | 0.21% |
| Guild Investment Management, Inc. | 127.39K | Jun 30, 26 | +4.46K | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 125.62K | Jun 30, 26 | -8.95K | 0.19% |
| Ambassador Advisors, LLC | 124.23K | Jun 30, 26 | +124.23K | 0.19% |
| CENTAURUS FINANCIAL, INC. | 115.43K | Jun 30, 26 | +334 | 0.18% |
| SHEETS SMITH WEALTH MANAGEMENT | 112.19K | Jun 30, 26 | +34.02K | 0.17% |
| Gladstone Institutional Advisory LLC | 111.86K | Jun 30, 26 | +2.67K | 0.17% |
| Plan Group Financial, LLC | 105.28K | Jun 30, 26 | -5.50K | 0.16% |
| Atria Investments, Inc | 96.58K | Jun 30, 26 | +11.33K | 0.15% |
| Simplicity Wealth,LLC | 95.92K | Jun 30, 26 | -255 | 0.15% |
| Bucket List Wealth Management, LLC | 94.34K | Jun 30, 26 | +7.99K | 0.14% |
| Stratos Wealth Partners, LTD. | 93.99K | Jun 30, 26 | -1.10K | 0.14% |
| Ferguson Shapiro LLC | 78.83K | Jun 30, 26 | +78.83K | 0.12% |
| Rockefeller Capital Management L.P. | 77.56K | Jun 30, 26 | -17.08K | 0.12% |
| STIFEL FINANCIAL CORP | 75.58K | Jun 30, 26 | +23.27K | 0.12% |
| Meixler Investment Management, Ltd. | 73.74K | Jun 30, 26 | +1.34K | 0.11% |
| Equitable Holdings, Inc. | 72.91K | Jun 30, 26 | -26.39K | 0.11% |
| Ascent Advisors, LLC | 70.35K | Jun 30, 26 | +70.35K | 0.11% |
| Accurate Wealth Management, LLC | 69.36K | Jun 30, 26 | +11.42K | 0.11% |
| RDA Financial Network | 68.38K | Jun 30, 26 | +4.93K | 0.10% |
| Banco BTG Pactual S.A. | 65.80K | Jun 30, 26 | +38.00K | 0.10% |
| UMB Bank, n.a. | 64.54K | Jun 30, 26 | -- | 0.10% |
| EP Wealth Advisors, LLC | 63.58K | Jun 30, 26 | -- | 0.10% |
| Creative Planning | 63.35K | Jun 30, 26 | -267 | 0.10% |
| USAdvisors Wealth Management, LLC | 62.84K | Jun 30, 26 | -3.03K | 0.10% |
| Golden State Wealth Management, LLC | 62.35K | Jun 30, 26 | +10.49K | 0.10% |
| Procyon Advisors, LLC | 59.74K | Jun 30, 26 | -20 | 0.09% |
| LYELL WEALTH MANAGEMENT, LP | 59.27K | Jun 30, 26 | -23.98K | 0.09% |
| Summit Financial, LLC | 57.13K | Jun 30, 26 | -12.28K | 0.09% |
| Foundations Investment Advisors, LLC | 55.92K | Jun 30, 26 | +6.52K | 0.09% |
| Terra Nova Asset Management LLC | 55.70K | Jun 30, 26 | -- | 0.09% |
| MORGAN STANLEY | 54.93K | Jun 30, 26 | +3.50K | 0.08% |
| Main Street Financial Solutions, LLC | 53.89K | Jun 30, 26 | +1.41K | 0.08% |
| Tower Wealth Partners, Inc. | 52.90K | Jun 30, 26 | +4.36K | 0.08% |
| FIRST TRUST ADVISORS LP | 52.67K | Jun 30, 26 | -- | 0.08% |
| Sigma Planning Corp | 51.76K | Jun 30, 26 | -6.04K | 0.08% |
| MAI Capital Management | 50.80K | Jun 30, 26 | +46.83K | 0.08% |
| MPWM ADVISORY SOLUTIONS, LLC | 50.21K | Jun 30, 26 | +21.75K | 0.08% |
| Valmark Advisers, Inc. | 49.82K | Jun 30, 26 | -2.65K | 0.08% |
| Castleview Partners, LLC | 49.20K | Jun 30, 26 | +9.89K | 0.08% |
| MATAURO, LLC | 48.20K | Jun 30, 26 | +37.07K | 0.07% |
| Keating Financial Advisory Services, Inc. | 47.82K | Jun 30, 26 | +12.14K | 0.07% |
| Waterloo Capital, L.P. | 46.70K | Jun 30, 26 | +17.58K | 0.07% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45.46K | Jun 30, 26 | -20.94K | 0.07% |
| Blue Line Capital, LLC / IL | 45.11K | Jun 30, 26 | +1.79K | 0.07% |
| Brookstone Capital Management | 44.71K | Jun 30, 26 | -61.90K | 0.07% |
| SPROTT INC. | 43.97K | Jun 30, 26 | -610 | 0.07% |
| Continuum Advisory, LLC | 43.37K | Jun 30, 26 | +15.87K | 0.07% |
| SRS Capital Advisors, Inc. | 43.26K | Jun 30, 26 | +12.10K | 0.07% |
| HBW Advisory Services LLC | 43.12K | Jun 30, 26 | +1.68K | 0.07% |
| HB Wealth Management, LLC | 42.33K | Jun 30, 26 | -- | 0.06% |
| Washington Trust Advisors, Inc. | 41.09K | Jun 30, 26 | -- | 0.06% |
| Global Assets Advisory, LLC | 39.02K | Jun 30, 26 | +39.02K | 0.06% |
| Clear Harbor Asset Management, LLC | 38.73K | Jun 30, 26 | +4.20K | 0.06% |
| JPMORGAN CHASE & CO | 37.12K | Jun 30, 26 | -2.06K | 0.06% |
| Peck Wealth Management, LLC | 37.05K | Jun 30, 26 | -200 | 0.06% |
| Sloy Dahl & Holst, LLC | 37.00K | Jun 30, 26 | -- | 0.06% |
| Resources Investment Advisors, LLC. | 36.56K | Jun 30, 26 | -1.25K | 0.06% |
| Mayflower Financial Advisors, LLC | 35.84K | Jun 30, 26 | -2.88K | 0.06% |
| CWC Advisors, LLC. | 35.70K | Jun 30, 26 | +2.44K | 0.05% |
| Walkner Condon Financial Advisors LLC | 35.19K | Jun 30, 26 | -8.16K | 0.05% |
| Financial & Tax Architects, LLC | 34.20K | Jun 30, 26 | +9.20K | 0.05% |
| Colony Group, LLC | 33.97K | Jun 30, 26 | -3.21K | 0.05% |
| Kingsview Wealth Management, LLC | 31.76K | Jun 30, 26 | +1.65K | 0.05% |
| Savvy Advisors, Inc. | 30.56K | Jun 30, 26 | +30.56K | 0.05% |
| Merk Investments LLC | 29.79K | Jun 30, 26 | -4.41K | 0.05% |
| Camarda Financial Advisors, LLC | 29.79K | Jun 30, 26 | -50.71K | 0.05% |
| WESPAC Advisors, LLC | 29.46K | Jun 30, 26 | -- | 0.05% |
| HUNTINGTON NATIONAL BANK | 28.72K | Jun 30, 26 | +902 | 0.04% |
| DiNuzzo Private Wealth, Inc. | 28.24K | Jun 30, 26 | -350 | 0.04% |
| Sequoia Financial Advisors, LLC | 28.14K | Jun 30, 26 | -- | 0.04% |
| SNS Financial Group, LLC | 27.47K | Jun 30, 26 | +27.47K | 0.04% |
| CASCADE INVESTMENT GROUP, INC. | 27.21K | Jun 30, 26 | -200 | 0.04% |
| Steward Partners Investment Advisory, LLC | 27.01K | Jun 30, 26 | +7.16K | 0.04% |
| TUCKER ASSET MANAGEMENT LLC | 26.82K | Jun 30, 26 | +13.82K | 0.04% |
| Pioneer Family Office, LLC | 25.59K | Jun 30, 26 | +1.24K | 0.04% |
| NewSquare Capital LLC | 25.50K | Jun 30, 26 | -- | 0.04% |
| WHITE PINE CAPITAL LLC | 24.82K | Jun 30, 26 | +3.45K | 0.04% |
| Global Retirement Partners, LLC | 24.63K | Jun 30, 26 | +24.63K | 0.04% |
| BENJAMIN EDWARDS INC | 23.70K | Jun 30, 26 | -266 | 0.04% |
| Mariner, LLC | 23.31K | Jun 30, 26 | +786 | 0.04% |
| Wealth Quarterback LLC | 22.81K | Jun 30, 26 | -42 | 0.04% |
| Ironsides Asset Advisors, LLC | 22.69K | Jun 30, 26 | -52 | 0.03% |
| Kestra Advisory Services, LLC | 22.58K | Jun 30, 26 | -1.99K | 0.03% |
| FIFTH THIRD BANCORP | 22.29K | Jun 30, 26 | -- | 0.03% |
| MATHER GROUP, LLC. | 22.18K | Jun 30, 26 | -1.28K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 22.06K | Jun 30, 26 | -1.08K | 0.03% |
| Baker Ellis Asset Management LLC | 22.00K | Jun 30, 26 | -11.00K | 0.03% |
| THOMPSON DAVIS & CO., INC. | 21.50K | Jun 30, 26 | +1.55K | 0.03% |
| VestGen Advisors, LLC | 21.18K | Jun 30, 26 | +1.02K | 0.03% |
| BankChampaign, National Association | 20.74K | Jun 30, 26 | -66 | 0.03% |
| Daybright Advisory Services, Inc. | 20.60K | Jun 30, 26 | -- | 0.03% |
| PW Nova Financial Services LLC | 20.54K | Jun 30, 26 | -184 | 0.03% |
| Vise Technologies, Inc. | 20.11K | Jun 30, 26 | +13.20K | 0.03% |
| Janney Montgomery Scott LLC | 19.75K | Jun 30, 26 | +4.47K | 0.03% |
| Texas Yale Capital Corp. | 19.10K | Jun 30, 26 | -- | 0.03% |
| HRT FINANCIAL LP | 19.00K | Jun 30, 26 | +19.00K | 0.03% |
| Oliver Luxxe Assets LLC | 18.09K | Jun 30, 26 | +4.65K | 0.03% |
| Invst, LLC | 18.04K | Jun 30, 26 | -393 | 0.03% |
| Maridea Wealth Management LLC | 17.00K | Jun 30, 26 | +725 | 0.03% |
| Abacus Planning Group, Inc. | 16.33K | Jun 30, 26 | +3.51K | 0.03% |
| FAGAN ASSOCIATES, INC. | 15.72K | Jun 30, 26 | -1.35K | 0.02% |
| Beacon Pointe Advisors, LLC | 15.08K | Jun 30, 26 | -11.99K | 0.02% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 14.54K | Jun 30, 26 | -3.74K | 0.02% |
| Berkshire Bank | 14.27K | Jun 30, 26 | -350 | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC | 14.10K | Jun 30, 26 | -22.37K | 0.02% |
| Proficio Capital Partners LLC | 13.88K | Jun 30, 26 | -- | 0.02% |
| Perigon Wealth Management, LLC | 13.76K | Jun 30, 26 | +393 | 0.02% |
| Ritter Daniher Financial Advisory LLC / DE | 13.63K | Jun 30, 26 | -- | 0.02% |
| ABBINGTON INVESTMENT GROUP | 13.40K | Jun 30, 26 | -- | 0.02% |
| Wick Capital Partners, LLC | 13.34K | Jun 30, 26 | -- | 0.02% |
| SMITH, MOORE & CO. | 13.34K | Jun 30, 26 | -- | 0.02% |
| Nuveen, LLC | 13.17K | Jun 30, 26 | +13.17K | 0.02% |
| Cerity Partners LLC | 13.10K | Jun 30, 26 | +108 | 0.02% |
| NewEdge Advisors, LLC | 12.81K | Jun 30, 26 | +188 | 0.02% |
| First Heartland Consultants, Inc. | 12.78K | Jun 30, 26 | +3.21K | 0.02% |
| PFG Advisors | 12.77K | Jun 30, 26 | -1.73K | 0.02% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 12.75K | Jun 30, 26 | -150 | 0.02% |
| IHT Wealth Management, LLC | 12.63K | Jun 30, 26 | +897 | 0.02% |
| Whitaker-Myers Wealth Managers, LTD. | 12.25K | Jun 30, 26 | -1.59K | 0.02% |
| COZAD ASSET MANAGEMENT INC | 12.10K | Jun 30, 26 | -- | 0.02% |
| GWN SECURITIES INC. | 11.98K | Jun 30, 26 | -155 | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 11.86K | Jun 30, 26 | +48 | 0.02% |
| WHITTIER TRUST CO | 11.75K | Jun 30, 26 | -295 | 0.02% |
| Spectrum Planning & Advisory Services Inc. | 11.67K | Jun 30, 26 | -- | 0.02% |
| Apollon Wealth Management, LLC | 11.45K | Jun 30, 26 | +3.09K | 0.02% |
| Chicago Partners Investment Group LLC | 11.44K | Jun 30, 26 | -109 | 0.02% |
| DAVENPORT & Co LLC | 11.40K | Jun 30, 26 | -- | 0.02% |
| Tulsa Wealth Advisors, INC | 11.27K | Jun 30, 26 | -12 | 0.02% |
| Keystone Financial Group | 11.25K | Jun 30, 26 | -- | 0.02% |
| Destiny Capital Corp/CO | 11.06K | Jun 30, 26 | +1 | 0.02% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10.99K | Jun 30, 26 | +695 | 0.02% |
| CreativeOne Wealth, LLC | 10.95K | Jun 30, 26 | -46.36K | 0.02% |
| Veracity Capital LLC | 10.74K | Jun 30, 26 | +650 | 0.02% |
| EverSource Wealth Advisors, LLC | 10.36K | Jun 30, 26 | -- | 0.02% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 10.36K | Jun 30, 26 | -65.87K | 0.02% |
| UBS Group AG | 10.20K | Jun 30, 26 | +10.20K | 0.02% |
| JOHNSON INVESTMENT COUNSEL INC | 10.01K | Jun 30, 26 | -- | 0.02% |
| MidFirst Bank | 10.00K | Jun 30, 26 | -- | 0.02% |
| SAGESPRING WEALTH PARTNERS, LLC | 9.73K | Jun 30, 26 | -27 | 0.01% |
| Warwick Investment Management, Inc. | 9.54K | Jun 30, 26 | -19.45K | 0.01% |
| Wealth Management Associates, Inc. | 9.47K | Jun 30, 26 | +2.72K | 0.01% |
| Regent Peak Wealth Advisors LLC | 9.09K | Jun 30, 26 | +32 | 0.01% |
| Dakota Wealth Management | 9.06K | Jun 30, 26 | +1.74K | 0.01% |
| Pure Financial Advisors, LLC | 8.88K | Jun 30, 26 | +800 | 0.01% |
| ROYAL BANK OF CANADA | 8.85K | Jun 30, 26 | -1.50K | 0.01% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 8.63K | Jun 30, 26 | -350 | 0.01% |
| NBC SECURITIES, INC. | 8.57K | Jun 30, 26 | -34 | 0.01% |
| Waverly Advisors, LLC | 8.50K | Jun 30, 26 | +8.50K | 0.01% |
| IEQ CAPITAL, LLC | 8.39K | Jun 30, 26 | +1.60K | 0.01% |
| WOLFF WIESE MAGANA LLC | 8.24K | Jun 30, 26 | -- | 0.01% |
| Stirlingshire Investments, Inc. | 8.00K | Jun 30, 26 | -265 | 0.01% |
| Reliant Wealth Planning | 7.83K | Jun 30, 26 | +1.44K | 0.01% |
| Retirement Planning Group | 7.67K | Jun 30, 26 | -136 | 0.01% |
| MGO ONE SEVEN LLC | 7.58K | Jun 30, 26 | -1.66K | 0.01% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.52K | Jun 30, 26 | -- | 0.01% |
| Advyzon Investment Management, LLC | 7.51K | Jun 30, 26 | +2.15K | 0.01% |
| CWA Asset Management Group, LLC | 7.48K | Jun 30, 26 | -- | 0.01% |
| M Wealth Management, LLC | 7.37K | Jun 30, 26 | -- | 0.01% |
| Morling Financial Advisors, LLC | 7.05K | Jun 30, 26 | +7.05K | 0.01% |
| Shelter Rock Management, LLC | 7.02K | Jun 30, 26 | +1.56K | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 7.00K | Jun 30, 26 | -- | 0.01% |
| REGIONS FINANCIAL CORP | 7.00K | Jun 30, 26 | +7.00K | 0.01% |
| LaSalle St. Investment Advisors, LLC | 6.98K | Jun 30, 26 | +1.20K | 0.01% |
| Main Street Group, LTD | 6.76K | Jun 30, 26 | -291 | 0.01% |
| Gateway Wealth Partners, LLC | 6.73K | Jun 30, 26 | -6.15K | 0.01% |
| FIDUCIARY FINANCIAL GROUP, LLC | 6.70K | Jun 30, 26 | +1.60K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.58K | Jun 30, 26 | +1.44K | 0.01% |
| Private Advisor Group, LLC | 6.42K | Jun 30, 26 | +475 | 0.01% |
| Lake Hills Wealth Management, LLC | 6.33K | Jun 30, 26 | +6.33K | 0.01% |
| Geneos Wealth Management Inc. | 6.22K | Jun 30, 26 | -- | 0.01% |
| L & S Advisors Inc | 6.08K | Jun 30, 26 | -- | 0.01% |
| RS CRUM INC. | 5.86K | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.85K | Jun 30, 26 | +4.23K | 0.01% |
| Diversified Enterprises, LLC | 5.60K | Jun 30, 26 | -- | 0.01% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 5.50K | Jun 30, 26 | -- | 0.01% |
| Sovran Advisors, LLC | 5.25K | Jun 30, 26 | -9.96K | 0.01% |
| GROUP ONE TRADING, L.P. | 4.59K | Jun 30, 26 | -2.10K | 0.01% |
| HM PAYSON & CO | 4.55K | Jun 30, 26 | -- | 0.01% |
| GILL CAPITAL PARTNERS, LLC | 3.93K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 3.72K | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 3.58K | Jun 30, 26 | -- | 0.01% |
| Owl Creek Wealth Partners LLC | 3.23K | Jun 30, 26 | +1.23K | 0.00% |
| ASSETMARK, INC | 3.07K | Jun 30, 26 | +348 | 0.00% |
| Regatta Research & Money Management | 2.76K | Jun 30, 26 | +2.76K | 0.00% |
| Ares Financial Consulting, LLC | 2.70K | Jun 30, 26 | +93 | 0.00% |
| BESSEMER GROUP INC | 2.30K | Jun 30, 26 | +1.23K | 0.00% |
| PRIVATE TRUST CO NA | 2.26K | Jun 30, 26 | -95 | 0.00% |
| North Star Investment Management Corp. | 2.00K | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1.87K | Jun 30, 26 | -- | 0.00% |
| Glassman Wealth Services | 1.80K | Jun 30, 26 | +1.80K | 0.00% |
| Cape Investment Advisory, Inc. | 1.75K | Jun 30, 26 | +1.75K | 0.00% |
| Financial Network Wealth Advisors LLC | 1.70K | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 1.49K | Jun 30, 26 | -- | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 1.12K | Jun 30, 26 | -18 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 997 | Jun 30, 26 | -1.17K | 0.00% |
| Archer Investment Corp | 931 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 914 | Jun 30, 26 | -115 | 0.00% |
| Plante Moran Financial Advisors, LLC | 911 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 900 | Jun 30, 26 | -- | 0.00% |
| LFA - Lugano Financial Advisors SA | 857 | Jun 30, 26 | +857 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 816 | Jun 30, 26 | +816 | 0.00% |
| WELLS FARGO & COMPANY/MN | 784 | Jun 30, 26 | -936 | 0.00% |
| IFP Advisors, Inc | 752 | Jun 30, 26 | +30 | 0.00% |
| ATWOOD & PALMER INC | 749 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 678 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 500 | Jun 30, 26 | -- | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 500 | Jun 30, 26 | +500 | 0.00% |
| Holos Integrated Wealth LLC | 500 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 468 | Jun 30, 26 | -- | 0.00% |
| Bravera Wealth | 429 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 428 | Jun 30, 26 | -748 | 0.00% |
| Richardson Capital Management LLC | 421 | Jun 30, 26 | -- | 0.00% |
| Ankerstar Wealth, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 350 | Jun 30, 26 | +350 | 0.00% |
| Noble Wealth Management PBC | 226 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 174 | Jun 30, 26 | -963 | 0.00% |
| BARD ASSOCIATES INC | 100 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| Westend Capital Management, LLC | 40 | Jun 30, 26 | +10 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Hickory Point Bank & Trust | 29 | Jun 30, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 29 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 1 | Jun 30, 26 | -- | 0.00% |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -1.29K | -- |
| PCG Wealth Advisors, LLC | -- | Jun 30, 26 | -5.55K | -- |
| Laidlaw Wealth Management LLC | -- | Jun 30, 26 | -9.05K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -259.38K | -- |
| MARSHALL INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -1 | -- |
| Sowell Financial Services LLC | -- | Jun 30, 26 | -4.92K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -89.48K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -26.16K | -- |
| HOLLENCREST CAPITAL MANAGEMENT | -- | Jun 30, 26 | -860 | -- |
| Quadrature Capital Ltd | -- | Jun 30, 26 | -99.81K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -25.81K | -- |
| Vontobel Holding Ltd. | -- | Jun 30, 26 | -4.50K | -- |
| VISTA INVESTMENT PARTNERS LLC | -- | Jun 30, 26 | -4.67K | -- |
| Wealth Preservation Advisors, LLC | -- | Jun 30, 26 | -800 | -- |
| Perfromance Wealth Partners, LLC | -- | Jun 30, 26 | -4.45K | -- |
| TTP Investments, Inc. | -- | Jun 30, 26 | -4.90K | -- |
| Dynamic Technology Lab Private Ltd | -- | Jun 30, 26 | -18.81K | -- |
| WealthPlan Investment Management, LLC | -- | Jun 30, 26 | -8.46K | -- |
| Mascoma Wealth Management LLC | -- | Jun 30, 26 | -4.29K | -- |
| Ethos Financial Group, LLC | -- | Jun 30, 26 | -4.77K | -- |
| Atlantic Edge Private Wealth Management, LLC | -- | Jun 30, 26 | -50 | -- |
| Betterment LLC | -- | Jun 30, 26 | -4.58K | -- |
| Buckingham Strategic Partners | -- | Jun 30, 26 | -11.34K | -- |
| SCS Capital Management LLC | -- | Jun 30, 26 | -4.60K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -205 | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -1.07K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Jun 30, 26 | -56.44K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -442 | -- |
| STEPHENS INC /AR/ | -- | Jun 30, 26 | -5.06K | -- |
| M Holdings Securities, Inc. | -- | Jun 30, 26 | -13.40K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -69.12K | -- |
| Robertson Stephens Wealth Management, LLC | -- | Jun 30, 26 | -25.52K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -2.28K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -6.64K | -- |
| XML Financial, LLC | -- | Jun 30, 26 | -5.10K | -- |
| Crescent Grove Advisors, LLC | -- | Jun 30, 26 | -35.75K | -- |
| Game Plan Financial Advisors, LLC | -- | Jun 30, 26 | -150 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -1.75K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -325 | -- |
| CWM, LLC | 17.12K | Mar 31, 26 | +5.40K | 0.03% |
| U.S. Capital Wealth Advisors, LLC | 6.10K | Mar 31, 26 | -- | 0.01% |
| Skopos Labs, Inc. | 4.52K | Mar 31, 26 | +4.52K | 0.01% |
| Sunbelt Securities, Inc. | 31 | Mar 31, 26 | -19 | 0.00% |
| EXENCIAL WEALTH ADVISORS, LLC | -- | Mar 31, 26 | -4.96K | -- |
| Cadence Bank | 27.61K | Dec 31, 25 | +2.20K | 0.04% |
| ORG Partners LLC | 23.61K | Dec 31, 25 | +430 | 0.04% |
| COMERICA BANK | 21.96K | Dec 31, 25 | -2.79K | 0.03% |
| Edge Financial Advisors LLC | 6.80K | Dec 31, 25 | -- | 0.01% |
| Motiv8 Investments LLC | 63 | Dec 31, 25 | +63 | 0.00% |
| PITCAIRN CO | 989.74K | Sep 30, 25 | -121.06K | 1.52% |
| Legacy Investment Solutions, LLC | 1.10K | Jun 30, 25 | +1.10K | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -20.95K | -- |
| Spectrum Wealth Counsel, LLC | 9.94K | Mar 31, 25 | +9.94K | 0.02% |
| Orion Portfolio Solutions, LLC | 8.55K | Mar 31, 25 | -- | 0.01% |
| Private Portfolio Partners LLC | 30.66K | Dec 31, 24 | +973 | 0.05% |
| WMS Partners, LLC | 21.41K | Dec 31, 24 | +804 | 0.03% |
| WR Wealth Planners, LLC | 5.00K | Dec 31, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 330.01K | Sep 30, 24 | +31.46K | 0.51% |
| RAYMOND JAMES & ASSOCIATES | 251.70K | Sep 30, 24 | -4.16K | 0.39% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 4.84K | Jun 30, 24 | -- | 0.01% |
| ICA Group Wealth Management, LLC | 781 | Jun 30, 24 | -57.00K | 0.00% |
| Cetera Advisor Networks LLC | 682.99K | Mar 31, 24 | -3.00K | 1.05% |
| Starfox Financial Services, LLC | 412.13K | Mar 31, 24 | +8.40K | 0.63% |
| Cetera Advisors LLC | 47.02K | Mar 31, 24 | +14.19K | 0.07% |
| Cutler Group LLC / CA | 100 | Mar 31, 24 | +100 | 0.00% |
| WEALTHSOURCE PARTNERS, LLC | 49.80K | Dec 31, 23 | -71 | 0.08% |
| Bartlett & Co. LLC | 7.50K | Dec 31, 23 | -- | 0.01% |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 19.96K | Sep 30, 23 | -259 | 0.03% |
| DESTINY CAPITAL SECURITIES CORPORATION | 11.06K | Sep 30, 23 | +11.06K | 0.02% |
| Barber Financial Group, Inc. | 239.97K | Mar 31, 23 | +5.84K | 0.37% |
| Lehman & Derafelo Financial Resources LLC | 17.80K | Dec 31, 22 | -- | 0.03% |
| Sargent Bickham Lagudis LLC | 394 | Dec 31, 22 | +394 | 0.00% |
| American Portfolios Advisors | 14.32K | Sep 30, 22 | -100 | 0.02% |
| MUFG Americas Holdings Corp | 4.50K | Sep 30, 22 | -- | 0.01% |
| Legacy Capital Partners, Inc. | 29.67K | Mar 31, 22 | +29.67K | 0.05% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 13.63K | Mar 31, 22 | -- | 0.02% |
| NEXT Financial Group, Inc | 4.80K | Dec 31, 21 | -- | 0.01% |
| Ameritas Investment Company, LLC | 43.45K | Sep 30, 21 | +5.95K | 0.07% |
| Alexandria Capital, LLC | 12.13K | Sep 30, 21 | -- | 0.02% |
| USCA RIA LLC | 15.10K | Jun 30, 21 | -5.00K | 0.02% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 74.85K | Mar 31, 21 | +7.34K | 0.11% |
| Stearns Financial Services Group | 19.56K | Sep 30, 20 | -- | 0.03% |
| TCG Advisors, LP | -- | Sep 30, 20 | -24.59K | -- |
| Advisor Group, Inc. | 74.97K | Dec 31, 19 | -1.44K | 0.12% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.44K | Dec 31, 19 | -1.13K | 0.00% |
| MSI Financial Services Inc | 8.25K | Dec 31, 16 | -- | 0.01% |
| Gupta Wealth Management LLC | 16.21K | Mar 31, 16 | -- | 0.02% |