ALPS Funds O’Shares U.S. Quality Dividend ETF(OUSA)

$59.94—

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ALPS Funds O’Shares U.S. Quality Dividend ETF(OUSA)

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$59.94—

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OUSA(OUSA)

OUSA

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 156 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.57M	Mar 31, 26	-20.93K	12.32%
LPL Financial LLC	533.85K	Mar 31, 26	+5.25K	4.20%
BANK OF AMERICA CORP /DE/	378.97K	Mar 31, 26	-20.95K	2.98%
ROYAL BANK OF CANADA	319.65K	Mar 31, 26	-10.24K	2.51%
MGO ONE SEVEN LLC	272.27K	Mar 31, 26	+1.71K	2.14%
WELLS FARGO & COMPANY/MN	270.86K	Mar 31, 26	-52.22K	2.13%
Kestra Advisory Services, LLC	259.45K	Mar 31, 26	-289	2.04%
Rockefeller Capital Management L.P.	194.43K	Mar 31, 26	-2.72K	1.53%
RAYMOND JAMES FINANCIAL INC	188.04K	Mar 31, 26	-45.04K	1.48%
UBS Group AG	186.78K	Mar 31, 26	-5.25K	1.47%
KESTRA PRIVATE WEALTH SERVICES, LLC	112.05K	Mar 31, 26	-1.53K	0.88%
Equitable Holdings, Inc.	107.88K	Mar 31, 26	-16.44K	0.85%
GOLDMAN SACHS GROUP INC	97.60K	Mar 31, 26	+66.07K	0.77%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	83.95K	Mar 31, 26	-47.72K	0.66%
STIFEL FINANCIAL CORP	77.75K	Mar 31, 26	-14.68K	0.61%
Private Advisor Group, LLC	77.20K	Mar 31, 26	-3.87K	0.61%
Sanctuary Advisors, LLC	76.00K	Mar 31, 26	-2.38K	0.60%
WILEY BROS.-AINTREE CAPITAL, LLC	72.57K	Mar 31, 26	-28.31K	0.57%
ENVESTNET ASSET MANAGEMENT INC	64.81K	Mar 31, 26	+1.63K	0.51%
ADVISOR GROUP HOLDINGS, INC.	57.51K	Mar 31, 26	-8.01K	0.45%
Ameritas Advisory Services, LLC	56.78K	Mar 31, 26	+618	0.45%
Stratos Wealth Partners, LTD.	55.71K	Mar 31, 26	+137	0.44%
ALPS ADVISORS INC	55.61K	Mar 31, 26	--	0.44%
NewEdge Advisors, LLC	53.69K	Mar 31, 26	-7.98K	0.42%
MML INVESTORS SERVICES, LLC	48.78K	Mar 31, 26	-1.53K	0.38%
AMERIPRISE FINANCIAL INC	36.06K	Mar 31, 26	-425.56K	0.28%
Avant Capital LLC	35.84K	Mar 31, 26	-178	0.28%
DAVENPORT & Co LLC	32.94K	Mar 31, 26	-166	0.26%
Independent Advisor Alliance	29.65K	Mar 31, 26	+29.65K	0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.91K	Mar 31, 26	+13.30K	0.23%
Apollon Financial, LLC	28.64K	Mar 31, 26	-775	0.23%
Beaumont Financial Advisors, LLC	26.82K	Mar 31, 26	-351	0.21%
Janney Montgomery Scott LLC	25.59K	Mar 31, 26	+1.72K	0.20%
JONES FINANCIAL COMPANIES LLLP	25.26K	Mar 31, 26	+1.14K	0.20%
FLAGSHIP HARBOR ADVISORS, LLC	25.20K	Mar 31, 26	+5.08K	0.20%
Sovereign Financial Group, Inc.	21.98K	Mar 31, 26	-139	0.17%
Cetera Investment Advisers	20.77K	Mar 31, 26	+234	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.39K	Mar 31, 26	-49.10K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	18.64K	Mar 31, 26	-1.21K	0.15%
Capital Advisors, Ltd. LLC	15.68K	Mar 31, 26	-241	0.12%
Golden State Equity Partners	15.26K	Mar 31, 26	+15.26K	0.12%
Park Edge Advisors, LLC	12.72K	Mar 31, 26	-190	0.10%
Atomi Financial Group, Inc.	12.15K	Mar 31, 26	+594	0.10%
Kingsview Wealth Management, LLC	10.93K	Mar 31, 26	-2.52K	0.09%
BXM Wealth LLC	10.90K	Mar 31, 26	+900	0.09%
Grandview Asset Management LLC	10.80K	Mar 31, 26	-1.27K	0.08%
Mariner, LLC	9.85K	Mar 31, 26	+2.13K	0.08%
Sigma Planning Corp	9.62K	Mar 31, 26	-897	0.08%
CITADEL ADVISORS LLC	9.27K	Mar 31, 26	+9.27K	0.07%
TRUIST FINANCIAL CORP	9.26K	Mar 31, 26	-73	0.07%
WEDBUSH SECURITIES INC	9.06K	Mar 31, 26	--	0.07%
Madison Wealth Partners, Inc	8.81K	Mar 31, 26	+3.54K	0.07%
HighTower Advisors, LLC	8.75K	Mar 31, 26	-20	0.07%
Intrepid Financial Planning Group LLC	8.64K	Mar 31, 26	-35	0.07%
OPPENHEIMER & CO INC	8.36K	Mar 31, 26	-12	0.07%
UBS ASSET MANAGEMENT AMERICAS INC	8.10K	Mar 31, 26	+8.10K	0.06%
Focus Financial Network, Inc.	7.92K	Mar 31, 26	+28	0.06%
JPMORGAN CHASE & CO	7.38K	Mar 31, 26	+270	0.06%
J.W. COLE ADVISORS, INC.	7.32K	Mar 31, 26	+14	0.06%
Integrated Wealth Concepts LLC	7.29K	Mar 31, 26	+868	0.06%
Creative Planning	7.27K	Mar 31, 26	+95	0.06%
Elmwood Wealth Management, Inc.	7.24K	Mar 31, 26	+728	0.06%
Burns Matteson Capital Management, LLC	6.71K	Mar 31, 26	--	0.05%
Beacon Financial Advisory LLC	6.68K	Mar 31, 26	+23	0.05%
FMR LLC	6.66K	Mar 31, 26	+2.38K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	6.56K	Mar 31, 26	+12	0.05%
Diligent Investors, LLC	6.28K	Mar 31, 26	-195	0.05%
Pine Valley Investments Ltd Liability Co	6.26K	Mar 31, 26	+23	0.05%
Steward Partners Investment Advisory, LLC	5.96K	Mar 31, 26	--	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.95K	Mar 31, 26	+445	0.05%
Symphony Financial Services, Inc.	5.68K	Mar 31, 26	-4.57K	0.04%
Beacon Pointe Advisors, LLC	5.57K	Mar 31, 26	+1	0.04%
HIGHLAND CAPITAL MANAGEMENT, LLC	5.28K	Mar 31, 26	-70	0.04%
LeClair Wealth Partners LLC	5.18K	Mar 31, 26	+5.18K	0.04%
Capstone Wealth Management Group LLC	5.13K	Mar 31, 26	--	0.04%
Mutual Advisors, LLC	4.79K	Mar 31, 26	+1	0.04%
Next Level Private LLC	4.64K	Mar 31, 26	--	0.04%
Cambridge Investment Research Advisors, Inc.	4.45K	Mar 31, 26	-167	0.03%
Astoria Portfolio Advisors LLC.	4.34K	Mar 31, 26	+598	0.03%
HARBOUR INVESTMENTS, INC.	4.27K	Mar 31, 26	+4.27K	0.03%
Hobbs Group Advisors, LLC	4.16K	Mar 31, 26	+11	0.03%
Nemes Rush Group LLC	4.04K	Mar 31, 26	+6	0.03%
NewEdge Wealth, LLC	3.71K	Mar 31, 26	--	0.03%
Sovran Advisors, LLC	3.62K	Mar 31, 26	--	0.03%
FIFTH THIRD BANCORP	2.98K	Mar 31, 26	+2.84K	0.02%
Advisory Services Network, LLC	2.84K	Mar 31, 26	+2.84K	0.02%
AE Wealth Management LLC	2.77K	Mar 31, 26	--	0.02%
BROWN BROTHERS HARRIMAN & CO	2.17K	Mar 31, 26	--	0.02%
High Note Wealth, LLC	1.76K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	1.75K	Mar 31, 26	+1.75K	0.01%
Smartleaf Asset Management LLC	1.58K	Mar 31, 26	+1.58K	0.01%
BRYN MAWR TRUST Co	1.57K	Mar 31, 26	--	0.01%
SALEM INVESTMENT COUNSELORS INC	1.25K	Mar 31, 26	+1.25K	0.01%
PRIVATE TRUST CO NA	1.24K	Mar 31, 26	--	0.01%
Fourth Dimension Wealth, LLC	1.15K	Mar 31, 26	--	0.01%
US BANCORP \DE\	1.02K	Mar 31, 26	--	0.01%
WHITTIER TRUST CO OF NEVADA INC	1.00K	Mar 31, 26	--	0.01%
Triumph Capital Management	841	Mar 31, 26	+2	0.01%
NBC SECURITIES, INC.	667	Mar 31, 26	+2	0.01%
TD Capital Management LLC	662	Mar 31, 26	--	0.01%
Jackson Hole Capital Partners, LLC	552	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	500	Mar 31, 26	+500	0.00%
BLAIR WILLIAM & CO/IL	474	Mar 31, 26	+1	0.00%
Princeton Global Asset Management LLC	424	Mar 31, 26	--	0.00%
BlackRock, Inc.	416	Mar 31, 26	--	0.00%
ASSETMARK, INC	403	Mar 31, 26	+352	0.00%
CoreCap Advisors, LLC	383	Mar 31, 26	+243	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	380	Mar 31, 26	-412	0.00%
Glen Eagle Advisors, LLC	326	Mar 31, 26	+1	0.00%
Rosenberg Matthew Hamilton	318	Mar 31, 26	--	0.00%
CWM, LLC	305	Mar 31, 26	+5	0.00%
SRS Capital Advisors, Inc.	301	Mar 31, 26	+1	0.00%
Archer Investment Corp	148	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	123	Mar 31, 26	--	0.00%
MAI Capital Management	118	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	117	Mar 31, 26	+117	0.00%
Kingdom Financial Group LLC.	117	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	91	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	70	Mar 31, 26	+70	0.00%
Aptus Capital Advisors, LLC	49	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	28	Mar 31, 26	-9	0.00%
Farther Finance Advisors, LLC	2	Mar 31, 26	--	0.00%
USA Financial Portformulas Corp	2	Mar 31, 26	-12.49K	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	2	Mar 31, 26	+2	0.00%
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-7.62K	--
Summit Financial, LLC	--	Mar 31, 26	-6.55K	--
Cresset Asset Management, LLC	--	Mar 31, 26	-13.59K	--
TWO SIGMA INVESTMENTS, LP	--	Mar 31, 26	-7.30K	--
Cerity Partners LLC	--	Mar 31, 26	-8.22K	--
CHOREO, LLC	--	Mar 31, 26	-3.65K	--
CENTRAL TRUST Co	--	Mar 31, 26	-1.08K	--
AlphaCore Capital LLC	--	Mar 31, 26	-200	--
Compass Financial Services Inc	--	Mar 31, 26	-187	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Mar 31, 26	-310	--
WealthPlan Investment Management, LLC	--	Mar 31, 26	-35.51K	--
ORG Partners LLC	3.41K	Dec 31, 25	+14	0.03%
Stephens Consulting, LLC	3.29K	Dec 31, 25	--	0.03%
COMERICA BANK	2.84K	Dec 31, 25	-21	0.02%
OPTIMUM INVESTMENT ADVISORS	303	Sep 30, 25	--	0.00%
ACAS, LLC	4.71K	Jun 30, 25	--	0.04%
Financial Gravity Companies, Inc.	376	Jun 30, 25	+376	0.00%
Private Portfolio Partners LLC	32.53K	Dec 31, 24	+296	0.26%
RAYMOND JAMES & ASSOCIATES	225.90K	Sep 30, 24	+6.36K	1.78%
Raymond James Financial Services Advisors, Inc.	67.47K	Sep 30, 24	-794	0.53%
EMFO, LLC	1.38K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.25K	--
Cetera Advisor Networks LLC	30.27K	Mar 31, 24	-1.62K	0.24%
Retirement Group, LLC	22.59K	Mar 31, 24	+3.13K	0.18%
FOCUS FINANCIAL NETWORK INC /ADV	11.54K	Dec 31, 23	+11.54K	0.09%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.87K	Sep 30, 23	-693	0.05%
Johnson Midwest Financial, LLC	1.93K	Sep 30, 23	--	0.02%
Andesa Financial Management Inc.	60.93K	Mar 31, 23	+28.94K	0.48%
Ahrens Investment Partners LLC	55.16K	Mar 31, 23	-15.06K	0.43%
Beaumont Financial Partners, LLC	57.10K	Sep 30, 22	-2.02K	0.45%
American Portfolios Advisors	31.15K	Sep 30, 22	-27	0.24%
WIPFLI FINANCIAL ADVISORS LLC,	86	Sep 30, 22	+86	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.57M

Mar 31, 26

-20.93K

12.32%

LPL Financial LLC

533.85K

Mar 31, 26

+5.25K

4.20%

BANK OF AMERICA CORP /DE/

378.97K

Mar 31, 26

-20.95K

2.98%

ROYAL BANK OF CANADA

319.65K

Mar 31, 26

-10.24K

2.51%

MGO ONE SEVEN LLC

272.27K

Mar 31, 26

+1.71K

2.14%

WELLS FARGO & COMPANY/MN

270.86K

Mar 31, 26

-52.22K

2.13%

Kestra Advisory Services, LLC

259.45K

Mar 31, 26

-289

2.04%

Rockefeller Capital Management L.P.

194.43K

Mar 31, 26

-2.72K

1.53%

RAYMOND JAMES FINANCIAL INC

188.04K

Mar 31, 26

-45.04K

1.48%

UBS Group AG

186.78K

Mar 31, 26

-5.25K

1.47%

KESTRA PRIVATE WEALTH SERVICES, LLC

112.05K

Mar 31, 26

-1.53K

0.88%

Equitable Holdings, Inc.

107.88K

Mar 31, 26

-16.44K

0.85%

GOLDMAN SACHS GROUP INC

97.60K

Mar 31, 26

+66.07K

0.77%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

83.95K

Mar 31, 26

-47.72K

0.66%

STIFEL FINANCIAL CORP

77.75K

Mar 31, 26

-14.68K

0.61%

Private Advisor Group, LLC

77.20K

Mar 31, 26

-3.87K

0.61%

Sanctuary Advisors, LLC

76.00K

Mar 31, 26

-2.38K

0.60%

WILEY BROS.-AINTREE CAPITAL, LLC

72.57K

Mar 31, 26

-28.31K

0.57%

ENVESTNET ASSET MANAGEMENT INC

64.81K

Mar 31, 26

+1.63K

0.51%

ADVISOR GROUP HOLDINGS, INC.

57.51K

Mar 31, 26

-8.01K

0.45%

Ameritas Advisory Services, LLC

56.78K

Mar 31, 26

+618

0.45%

Stratos Wealth Partners, LTD.

55.71K

Mar 31, 26

+137

0.44%

ALPS ADVISORS INC

55.61K

Mar 31, 26

0.44%

NewEdge Advisors, LLC

53.69K

Mar 31, 26

-7.98K

0.42%

MML INVESTORS SERVICES, LLC

48.78K

Mar 31, 26

-1.53K

0.38%

AMERIPRISE FINANCIAL INC

36.06K

Mar 31, 26

-425.56K

0.28%

Avant Capital LLC

35.84K

Mar 31, 26

-178

0.28%

DAVENPORT & Co LLC

32.94K

Mar 31, 26

-166

0.26%

Independent Advisor Alliance

29.65K

Mar 31, 26

+29.65K

0.23%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.91K

Mar 31, 26

+13.30K

0.23%

Apollon Financial, LLC

28.64K

Mar 31, 26

-775

0.23%

Beaumont Financial Advisors, LLC

26.82K

Mar 31, 26

-351

0.21%

Janney Montgomery Scott LLC

25.59K

Mar 31, 26

+1.72K

0.20%

JONES FINANCIAL COMPANIES LLLP

25.26K

Mar 31, 26

+1.14K

0.20%

FLAGSHIP HARBOR ADVISORS, LLC

25.20K

Mar 31, 26

+5.08K

0.20%

Sovereign Financial Group, Inc.

21.98K

Mar 31, 26

-139

0.17%

Cetera Investment Advisers

20.77K

Mar 31, 26

+234

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.39K

Mar 31, 26

-49.10K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

18.64K

Mar 31, 26

-1.21K

0.15%

Capital Advisors, Ltd. LLC

15.68K

Mar 31, 26

-241

0.12%

Golden State Equity Partners

15.26K

Mar 31, 26

+15.26K

0.12%

Park Edge Advisors, LLC

12.72K

Mar 31, 26

-190

0.10%

Atomi Financial Group, Inc.

12.15K

Mar 31, 26

+594

0.10%

Kingsview Wealth Management, LLC

10.93K

Mar 31, 26

-2.52K

0.09%

BXM Wealth LLC

10.90K

Mar 31, 26

+900

0.09%

Grandview Asset Management LLC

10.80K

Mar 31, 26

-1.27K

0.08%

Mariner, LLC

9.85K

Mar 31, 26

+2.13K

0.08%

Sigma Planning Corp

9.62K

Mar 31, 26

-897

0.08%

CITADEL ADVISORS LLC

9.27K

Mar 31, 26

+9.27K

0.07%

TRUIST FINANCIAL CORP

9.26K

Mar 31, 26

-73

0.07%

WEDBUSH SECURITIES INC

9.06K

Mar 31, 26

0.07%

Madison Wealth Partners, Inc

8.81K

Mar 31, 26

+3.54K

0.07%

HighTower Advisors, LLC

8.75K

Mar 31, 26

-20

0.07%

Intrepid Financial Planning Group LLC

8.64K

Mar 31, 26

-35

0.07%

OPPENHEIMER & CO INC

8.36K

Mar 31, 26

-12

0.07%

UBS ASSET MANAGEMENT AMERICAS INC

8.10K

Mar 31, 26

+8.10K

0.06%

Focus Financial Network, Inc.

7.92K

Mar 31, 26

+28

0.06%

JPMORGAN CHASE & CO

7.38K

Mar 31, 26

+270

0.06%

J.W. COLE ADVISORS, INC.

7.32K

Mar 31, 26

+14

0.06%

Integrated Wealth Concepts LLC

7.29K

Mar 31, 26

+868

0.06%

Creative Planning

7.27K

Mar 31, 26

+95

0.06%

Elmwood Wealth Management, Inc.

7.24K

Mar 31, 26

+728

0.06%

Burns Matteson Capital Management, LLC

6.71K

Mar 31, 26

0.05%

Beacon Financial Advisory LLC

6.68K

Mar 31, 26

+23

0.05%

FMR LLC

6.66K

Mar 31, 26

+2.38K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

6.56K

Mar 31, 26

+12

0.05%

Diligent Investors, LLC

6.28K

Mar 31, 26

-195

0.05%

Pine Valley Investments Ltd Liability Co

6.26K

Mar 31, 26

+23

0.05%

Steward Partners Investment Advisory, LLC

5.96K

Mar 31, 26

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.95K

Mar 31, 26

+445

0.05%

Symphony Financial Services, Inc.

5.68K

Mar 31, 26

-4.57K

0.04%

Beacon Pointe Advisors, LLC

5.57K

Mar 31, 26

0.04%

HIGHLAND CAPITAL MANAGEMENT, LLC

5.28K

Mar 31, 26

-70

0.04%

LeClair Wealth Partners LLC

5.18K

Mar 31, 26

+5.18K

0.04%

Capstone Wealth Management Group LLC

5.13K

Mar 31, 26

0.04%

Mutual Advisors, LLC

4.79K

Mar 31, 26

0.04%

Next Level Private LLC

4.64K

Mar 31, 26

0.04%

Cambridge Investment Research Advisors, Inc.

4.45K

Mar 31, 26

-167

0.03%

Astoria Portfolio Advisors LLC.

4.34K

Mar 31, 26

+598

0.03%

HARBOUR INVESTMENTS, INC.

4.27K

Mar 31, 26

+4.27K

0.03%

Hobbs Group Advisors, LLC

4.16K

Mar 31, 26

+11

0.03%

Nemes Rush Group LLC

4.04K

Mar 31, 26

0.03%

NewEdge Wealth, LLC

3.71K

Mar 31, 26

0.03%

Sovran Advisors, LLC

3.62K

Mar 31, 26

0.03%

FIFTH THIRD BANCORP

2.98K

Mar 31, 26

+2.84K

0.02%

Advisory Services Network, LLC

2.84K

Mar 31, 26

+2.84K

0.02%

AE Wealth Management LLC

2.77K

Mar 31, 26

0.02%

BROWN BROTHERS HARRIMAN & CO

2.17K

Mar 31, 26

0.02%

High Note Wealth, LLC

1.76K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

1.75K

Mar 31, 26

+1.75K

0.01%

Smartleaf Asset Management LLC

1.58K

Mar 31, 26

+1.58K

0.01%

BRYN MAWR TRUST Co

1.57K

Mar 31, 26

0.01%

SALEM INVESTMENT COUNSELORS INC

1.25K

Mar 31, 26

+1.25K

0.01%

PRIVATE TRUST CO NA

1.24K

Mar 31, 26

0.01%

Fourth Dimension Wealth, LLC

1.15K

Mar 31, 26

0.01%

US BANCORP \DE\

1.02K

Mar 31, 26

0.01%

WHITTIER TRUST CO OF NEVADA INC

1.00K

Mar 31, 26

0.01%

Triumph Capital Management

841

Mar 31, 26

0.01%

NBC SECURITIES, INC.

667

Mar 31, 26

0.01%

TD Capital Management LLC

662

Mar 31, 26

0.01%

Jackson Hole Capital Partners, LLC

552

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

500

Mar 31, 26

+500

0.00%

BLAIR WILLIAM & CO/IL

474

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

424

Mar 31, 26

0.00%

BlackRock, Inc.

416

Mar 31, 26

0.00%

ASSETMARK, INC

403

Mar 31, 26

+352

0.00%

CoreCap Advisors, LLC

383

Mar 31, 26

+243

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

380

Mar 31, 26

-412

0.00%

Glen Eagle Advisors, LLC

326

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

318

Mar 31, 26

0.00%

CWM, LLC

305

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

301

Mar 31, 26

0.00%

Archer Investment Corp

148

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

123

Mar 31, 26

0.00%

MAI Capital Management

118

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

117

Mar 31, 26

+117

0.00%

Kingdom Financial Group LLC.

117

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

0.00%

MATHER GROUP, LLC.

Mar 31, 26

+70

0.00%

Aptus Capital Advisors, LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

-9

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

0.00%

USA Financial Portformulas Corp

Mar 31, 26

-12.49K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Mar 31, 26

0.00%

PARK AVENUE SECURITIES LLC

Mar 31, 26

-7.62K

Summit Financial, LLC

Mar 31, 26

-6.55K

Cresset Asset Management, LLC

Mar 31, 26

-13.59K

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-7.30K

Cerity Partners LLC

Mar 31, 26

-8.22K

CHOREO, LLC

Mar 31, 26

-3.65K

CENTRAL TRUST Co

Mar 31, 26

-1.08K

AlphaCore Capital LLC

Mar 31, 26

-200

Compass Financial Services Inc

Mar 31, 26

-187

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-310

WealthPlan Investment Management, LLC

Mar 31, 26

-35.51K

ORG Partners LLC

3.41K

Dec 31, 25

+14

0.03%

Stephens Consulting, LLC

3.29K

Dec 31, 25

0.03%

COMERICA BANK

2.84K

Dec 31, 25

-21

0.02%

OPTIMUM INVESTMENT ADVISORS

303

Sep 30, 25

0.00%

ACAS, LLC

4.71K

Jun 30, 25

0.04%

Financial Gravity Companies, Inc.

376

Jun 30, 25

+376

0.00%

Private Portfolio Partners LLC

32.53K

Dec 31, 24

+296

0.26%

RAYMOND JAMES & ASSOCIATES

225.90K

Sep 30, 24

+6.36K

1.78%

Raymond James Financial Services Advisors, Inc.

67.47K

Sep 30, 24

-794

0.53%

EMFO, LLC

1.38K

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.25K

Cetera Advisor Networks LLC

30.27K

Mar 31, 24

-1.62K

0.24%

Retirement Group, LLC

22.59K

Mar 31, 24

+3.13K

0.18%

FOCUS FINANCIAL NETWORK INC /ADV

11.54K

Dec 31, 23

+11.54K

0.09%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.87K

Sep 30, 23

-693

0.05%

Johnson Midwest Financial, LLC

1.93K

Sep 30, 23

0.02%

Andesa Financial Management Inc.

60.93K

Mar 31, 23

+28.94K

0.48%

Ahrens Investment Partners LLC

55.16K

Mar 31, 23

-15.06K

0.43%

Beaumont Financial Partners, LLC

57.10K

Sep 30, 22

-2.02K

0.45%

American Portfolios Advisors

31.15K

Sep 30, 22

-27

0.24%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+86

0.00%