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

$62.35—

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

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$62.35—

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OUSA(OUSA)

OUSA

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 154 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.54M	Jun 30, 26	-24.78K	12.96%
LPL Financial LLC	524.95K	Jun 30, 26	-8.90K	4.41%
BANK OF AMERICA CORP /DE/	371.64K	Jun 30, 26	-7.33K	3.12%
ROYAL BANK OF CANADA	300.57K	Jun 30, 26	-19.07K	2.52%
MGO ONE SEVEN LLC	274.46K	Jun 30, 26	+2.19K	2.30%
WELLS FARGO & COMPANY/MN	262.88K	Jun 30, 26	-7.98K	2.21%
Kestra Advisory Services, LLC	249.00K	Jun 30, 26	-10.46K	2.09%
RAYMOND JAMES FINANCIAL INC	183.55K	Jun 30, 26	-4.49K	1.54%
UBS Group AG	174.74K	Jun 30, 26	-12.04K	1.47%
Rockefeller Capital Management L.P.	146.30K	Jun 30, 26	-48.13K	1.23%
GOLDMAN SACHS GROUP INC	123.60K	Jun 30, 26	+26.00K	1.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	113.31K	Jun 30, 26	+1.25K	0.95%
Equitable Holdings, Inc.	100.85K	Jun 30, 26	-7.03K	0.85%
Ameritas Advisory Services, LLC	96.86K	Jun 30, 26	+40.07K	0.81%
Private Advisor Group, LLC	76.26K	Jun 30, 26	-945	0.64%
Sanctuary Advisors, LLC	76.04K	Jun 30, 26	+33	0.64%
ENVESTNET ASSET MANAGEMENT INC	66.41K	Jun 30, 26	+1.60K	0.56%
WILEY BROS.-AINTREE CAPITAL, LLC	64.02K	Jun 30, 26	-8.55K	0.54%
ADVISOR GROUP HOLDINGS, INC.	60.67K	Jun 30, 26	+3.17K	0.51%
NewEdge Advisors, LLC	59.20K	Jun 30, 26	+5.51K	0.50%
Stratos Wealth Partners, LTD.	54.91K	Jun 30, 26	-795	0.46%
MML INVESTORS SERVICES, LLC	53.60K	Jun 30, 26	+4.83K	0.45%
STIFEL FINANCIAL CORP	42.85K	Jun 30, 26	-34.91K	0.36%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	40.93K	Jun 30, 26	-43.02K	0.34%
AMERIPRISE FINANCIAL INC	35.16K	Jun 30, 26	-903	0.30%
Avant Capital LLC	34.64K	Jun 30, 26	-1.20K	0.29%
DAVENPORT & Co LLC	31.37K	Jun 30, 26	-1.58K	0.26%
Apollon Financial, LLC	28.64K	Jun 30, 26	--	0.24%
Janney Montgomery Scott LLC	28.53K	Jun 30, 26	+2.94K	0.24%
JONES FINANCIAL COMPANIES LLLP	27.69K	Jun 30, 26	+2.43K	0.23%
FLAGSHIP HARBOR ADVISORS, LLC	26.33K	Jun 30, 26	+1.13K	0.22%
Beaumont Financial Advisors, LLC	26.29K	Jun 30, 26	-537	0.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.04K	Jun 30, 26	-5.87K	0.19%
Sovereign Financial Group, Inc.	22.09K	Jun 30, 26	+111	0.19%
Cetera Investment Advisers	20.94K	Jun 30, 26	+171	0.18%
BXM Wealth LLC	19.40K	Jun 30, 26	+8.50K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.34K	Jun 30, 26	-55	0.16%
HRT FINANCIAL LP	18.22K	Jun 30, 26	+18.22K	0.15%
CITADEL ADVISORS LLC	17.53K	Jun 30, 26	+8.26K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	15.86K	Jun 30, 26	-2.79K	0.13%
Steward Partners Investment Advisory, LLC	15.77K	Jun 30, 26	+9.81K	0.13%
Capital Advisors, Ltd. LLC	15.59K	Jun 30, 26	-96	0.13%
Park Edge Advisors, LLC	12.72K	Jun 30, 26	--	0.11%
Integrated Wealth Concepts LLC	12.71K	Jun 30, 26	+5.42K	0.11%
JPMORGAN CHASE & CO	9.72K	Jun 30, 26	+2.34K	0.08%
CITIGROUP INC	9.54K	Jun 30, 26	+9.54K	0.08%
TRUIST FINANCIAL CORP	9.31K	Jun 30, 26	+47	0.08%
Sigma Planning Corp	9.23K	Jun 30, 26	-393	0.08%
Grandview Asset Management LLC	9.20K	Jun 30, 26	-1.60K	0.08%
WEDBUSH SECURITIES INC	9.06K	Jun 30, 26	--	0.08%
Beacon Pointe Advisors, LLC	8.86K	Jun 30, 26	+3.29K	0.07%
HighTower Advisors, LLC	8.73K	Jun 30, 26	-19	0.07%
OPPENHEIMER & CO INC	8.36K	Jun 30, 26	--	0.07%
Intrepid Financial Planning Group LLC	8.31K	Jun 30, 26	-331	0.07%
UBS ASSET MANAGEMENT AMERICAS INC	8.10K	Jun 30, 26	--	0.07%
Madison Wealth Partners, Inc	7.97K	Jun 30, 26	-836	0.07%
Focus Financial Network, Inc.	7.95K	Jun 30, 26	+30	0.07%
J.W. COLE ADVISORS, INC.	7.27K	Jun 30, 26	-47	0.06%
Elmwood Wealth Management, Inc.	7.24K	Jun 30, 26	--	0.06%
Creative Planning	7.18K	Jun 30, 26	-90	0.06%
XTX Topco Ltd	6.70K	Jun 30, 26	+6.70K	0.06%
Beacon Financial Advisory LLC	6.70K	Jun 30, 26	+23	0.06%
Burns Matteson Capital Management, LLC	6.66K	Jun 30, 26	-53	0.06%
FMR LLC	6.63K	Jun 30, 26	-33	0.06%
MERCER GLOBAL ADVISORS INC /ADV	6.58K	Jun 30, 26	+12	0.06%
Pine Valley Investments Ltd Liability Co	6.29K	Jun 30, 26	+23	0.05%
Vise Technologies, Inc.	6.23K	Jun 30, 26	+6.23K	0.05%
FLOW TRADERS U.S. LLC	6.11K	Jun 30, 26	+6.11K	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.94K	Jun 30, 26	-5	0.05%
Diligent Investors, LLC	5.78K	Jun 30, 26	-496	0.05%
Symphony Financial Services, Inc.	5.54K	Jun 30, 26	-148	0.05%
Mutual Advisors, LLC	4.80K	Jun 30, 26	+2	0.04%
HIGHLAND CAPITAL MANAGEMENT, LLC	4.78K	Jun 30, 26	-500	0.04%
Next Level Private LLC	4.64K	Jun 30, 26	--	0.04%
Cambridge Investment Research Advisors, Inc.	4.45K	Jun 30, 26	+2	0.04%
HARBOUR INVESTMENTS, INC.	4.28K	Jun 30, 26	+1	0.04%
Hobbs Group Advisors, LLC	4.17K	Jun 30, 26	+11	0.04%
StoneX Group Inc.	4.06K	Jun 30, 26	+4.06K	0.03%
Tower Research Capital LLC (TRC)	4.05K	Jun 30, 26	+2.31K	0.03%
Nemes Rush Group LLC	4.04K	Jun 30, 26	--	0.03%
Sovran Advisors, LLC	3.62K	Jun 30, 26	--	0.03%
FIFTH THIRD BANCORP	2.99K	Jun 30, 26	+5	0.03%
AE Wealth Management LLC	2.77K	Jun 30, 26	--	0.02%
BROWN BROTHERS HARRIMAN & CO	2.17K	Jun 30, 26	--	0.02%
Providence Capital Advisors, LLC	2.10K	Jun 30, 26	+2.10K	0.02%
Smartleaf Asset Management LLC	1.58K	Jun 30, 26	--	0.01%
BRYN MAWR TRUST Co	1.57K	Jun 30, 26	--	0.01%
High Note Wealth, LLC	1.30K	Jun 30, 26	-458	0.01%
SALEM INVESTMENT COUNSELORS INC	1.25K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	1.24K	Jun 30, 26	--	0.01%
Fourth Dimension Wealth, LLC	1.15K	Jun 30, 26	--	0.01%
US BANCORP \DE\	1.02K	Jun 30, 26	--	0.01%
WHITTIER TRUST CO OF NEVADA INC	1.00K	Jun 30, 26	--	0.01%
Triumph Capital Management	844	Jun 30, 26	+3	0.01%
NBC SECURITIES, INC.	669	Jun 30, 26	+2	0.01%
TD Capital Management LLC	662	Jun 30, 26	--	0.01%
TD Waterhouse Canada Inc.	500	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	476	Jun 30, 26	+2	0.00%
Princeton Global Asset Management LLC	424	Jun 30, 26	--	0.00%
BlackRock, Inc.	416	Jun 30, 26	--	0.00%
ASSETMARK, INC	403	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	384	Jun 30, 26	+384	0.00%
Glen Eagle Advisors, LLC	327	Jun 30, 26	+1	0.00%
Rosenberg Matthew Hamilton	318	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	301	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	263	Jun 30, 26	+263	0.00%
Archer Investment Corp	148	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	140	Jun 30, 26	-243	0.00%
Quest 10 Wealth Builders, Inc.	123	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	117	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	91	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	70	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	52	Jun 30, 26	+50	0.00%
Aptus Capital Advisors, LLC	49	Jun 30, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	2	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-2.84K	--
MAI Capital Management	--	Jun 30, 26	-118	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-28	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-380	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-5.18K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-117	--
ALPS ADVISORS INC	--	Jun 30, 26	-55.61K	--
NewEdge Wealth, LLC	--	Jun 30, 26	-3.71K	--
Independent Advisor Alliance	--	Jun 30, 26	-29.65K	--
Atomi Financial Group, Inc.	--	Jun 30, 26	-12.15K	--
Golden State Equity Partners	--	Jun 30, 26	-15.26K	--
Mariner, LLC	--	Jun 30, 26	-9.85K	--
Astoria Portfolio Advisors LLC.	--	Jun 30, 26	-4.34K	--
Kingsview Wealth Management, LLC	10.93K	Mar 31, 26	-2.52K	0.09%
Beacon Pointe Advisors, LLC	5.57K	Mar 31, 26	+1	0.05%
Capstone Wealth Management Group LLC	5.13K	Mar 31, 26	--	0.04%
Jackson Hole Capital Partners, LLC	552	Mar 31, 26	--	0.00%
CWM, LLC	305	Mar 31, 26	+5	0.00%
USA Financial Portformulas Corp	2	Mar 31, 26	-12.49K	0.00%
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%
Private Portfolio Partners LLC	32.53K	Dec 31, 24	+296	0.27%
RAYMOND JAMES & ASSOCIATES	225.90K	Sep 30, 24	+6.36K	1.90%
Raymond James Financial Services Advisors, Inc.	67.47K	Sep 30, 24	-794	0.57%
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	0.25%
Retirement Group, LLC	22.59K	Mar 31, 24	+3.13K	0.19%
FOCUS FINANCIAL NETWORK INC /ADV	11.54K	Dec 31, 23	+11.54K	0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.87K	Sep 30, 23	-693	0.06%
Johnson Midwest Financial, LLC	1.93K	Sep 30, 23	--	0.02%
Andesa Financial Management Inc.	60.93K	Mar 31, 23	+28.94K	0.51%
Ahrens Investment Partners LLC	55.16K	Mar 31, 23	-15.06K	0.46%
Beaumont Financial Partners, LLC	57.10K	Sep 30, 22	-2.02K	0.48%
American Portfolios Advisors	31.15K	Sep 30, 22	-27	0.26%
WIPFLI FINANCIAL ADVISORS LLC,	86	Sep 30, 22	+86	0.00%

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Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

1.54M

Jun 30, 26

-24.78K

12.96%

LPL Financial LLC

524.95K

Jun 30, 26

-8.90K

4.41%

BANK OF AMERICA CORP /DE/

371.64K

Jun 30, 26

-7.33K

3.12%

ROYAL BANK OF CANADA

300.57K

Jun 30, 26

-19.07K

2.52%

MGO ONE SEVEN LLC

274.46K

Jun 30, 26

+2.19K

2.30%

WELLS FARGO & COMPANY/MN

262.88K

Jun 30, 26

-7.98K

2.21%

Kestra Advisory Services, LLC

249.00K

Jun 30, 26

-10.46K

2.09%

RAYMOND JAMES FINANCIAL INC

183.55K

Jun 30, 26

-4.49K

1.54%

UBS Group AG

174.74K

Jun 30, 26

-12.04K

1.47%

Rockefeller Capital Management L.P.

146.30K

Jun 30, 26

-48.13K

1.23%

GOLDMAN SACHS GROUP INC

123.60K

Jun 30, 26

+26.00K

1.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

113.31K

Jun 30, 26

+1.25K

0.95%

Equitable Holdings, Inc.

100.85K

Jun 30, 26

-7.03K

0.85%

Ameritas Advisory Services, LLC

96.86K

Jun 30, 26

+40.07K

0.81%

Private Advisor Group, LLC

76.26K

Jun 30, 26

-945

0.64%

Sanctuary Advisors, LLC

76.04K

Jun 30, 26

+33

0.64%

ENVESTNET ASSET MANAGEMENT INC

66.41K

Jun 30, 26

+1.60K

0.56%

WILEY BROS.-AINTREE CAPITAL, LLC

64.02K

Jun 30, 26

-8.55K

0.54%

ADVISOR GROUP HOLDINGS, INC.

60.67K

Jun 30, 26

+3.17K

0.51%

NewEdge Advisors, LLC

59.20K

Jun 30, 26

+5.51K

0.50%

Stratos Wealth Partners, LTD.

54.91K

Jun 30, 26

-795

0.46%

MML INVESTORS SERVICES, LLC

53.60K

Jun 30, 26

+4.83K

0.45%

STIFEL FINANCIAL CORP

42.85K

Jun 30, 26

-34.91K

0.36%

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

40.93K

Jun 30, 26

-43.02K

0.34%

AMERIPRISE FINANCIAL INC

35.16K

Jun 30, 26

-903

0.30%

Avant Capital LLC

34.64K

Jun 30, 26

-1.20K

0.29%

DAVENPORT & Co LLC

31.37K

Jun 30, 26

-1.58K

0.26%

Apollon Financial, LLC

28.64K

Jun 30, 26

0.24%

Janney Montgomery Scott LLC

28.53K

Jun 30, 26

+2.94K

0.24%

JONES FINANCIAL COMPANIES LLLP

27.69K

Jun 30, 26

+2.43K

0.23%

FLAGSHIP HARBOR ADVISORS, LLC

26.33K

Jun 30, 26

+1.13K

0.22%

Beaumont Financial Advisors, LLC

26.29K

Jun 30, 26

-537

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.04K

Jun 30, 26

-5.87K

0.19%

Sovereign Financial Group, Inc.

22.09K

Jun 30, 26

+111

0.19%

Cetera Investment Advisers

20.94K

Jun 30, 26

+171

0.18%

BXM Wealth LLC

19.40K

Jun 30, 26

+8.50K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.34K

Jun 30, 26

-55

0.16%

HRT FINANCIAL LP

18.22K

Jun 30, 26

+18.22K

0.15%

CITADEL ADVISORS LLC

17.53K

Jun 30, 26

+8.26K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

15.86K

Jun 30, 26

-2.79K

0.13%

Steward Partners Investment Advisory, LLC

15.77K

Jun 30, 26

+9.81K

0.13%

Capital Advisors, Ltd. LLC

15.59K

Jun 30, 26

-96

0.13%

Park Edge Advisors, LLC

12.72K

Jun 30, 26

0.11%

Integrated Wealth Concepts LLC

12.71K

Jun 30, 26

+5.42K

0.11%

JPMORGAN CHASE & CO

9.72K

Jun 30, 26

+2.34K

0.08%

CITIGROUP INC

9.54K

Jun 30, 26

+9.54K

0.08%

TRUIST FINANCIAL CORP

9.31K

Jun 30, 26

+47

0.08%

Sigma Planning Corp

9.23K

Jun 30, 26

-393

0.08%

Grandview Asset Management LLC

9.20K

Jun 30, 26

-1.60K

0.08%

WEDBUSH SECURITIES INC

9.06K

Jun 30, 26

0.08%

Beacon Pointe Advisors, LLC

8.86K

Jun 30, 26

+3.29K

0.07%

HighTower Advisors, LLC

8.73K

Jun 30, 26

-19

0.07%

OPPENHEIMER & CO INC

8.36K

Jun 30, 26

0.07%

Intrepid Financial Planning Group LLC

8.31K

Jun 30, 26

-331

0.07%

UBS ASSET MANAGEMENT AMERICAS INC

8.10K

Jun 30, 26

0.07%

Madison Wealth Partners, Inc

7.97K

Jun 30, 26

-836

0.07%

Focus Financial Network, Inc.

7.95K

Jun 30, 26

+30

0.07%

J.W. COLE ADVISORS, INC.

7.27K

Jun 30, 26

-47

0.06%

Elmwood Wealth Management, Inc.

7.24K

Jun 30, 26

0.06%

Creative Planning

7.18K

Jun 30, 26

-90

0.06%

XTX Topco Ltd

6.70K

Jun 30, 26

+6.70K

0.06%

Beacon Financial Advisory LLC

6.70K

Jun 30, 26

+23

0.06%

Burns Matteson Capital Management, LLC

6.66K

Jun 30, 26

-53

0.06%

FMR LLC

6.63K

Jun 30, 26

-33

0.06%

MERCER GLOBAL ADVISORS INC /ADV

6.58K

Jun 30, 26

+12

0.06%

Pine Valley Investments Ltd Liability Co

6.29K

Jun 30, 26

+23

0.05%

Vise Technologies, Inc.

6.23K

Jun 30, 26

+6.23K

0.05%

FLOW TRADERS U.S. LLC

6.11K

Jun 30, 26

+6.11K

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.94K

Jun 30, 26

-5

0.05%

Diligent Investors, LLC

5.78K

Jun 30, 26

-496

0.05%

Symphony Financial Services, Inc.

5.54K

Jun 30, 26

-148

0.05%

Mutual Advisors, LLC

4.80K

Jun 30, 26

0.04%

HIGHLAND CAPITAL MANAGEMENT, LLC

4.78K

Jun 30, 26

-500

0.04%

Next Level Private LLC

4.64K

Jun 30, 26

0.04%

Cambridge Investment Research Advisors, Inc.

4.45K

Jun 30, 26

0.04%

HARBOUR INVESTMENTS, INC.

4.28K

Jun 30, 26

0.04%

Hobbs Group Advisors, LLC

4.17K

Jun 30, 26

+11

0.04%

StoneX Group Inc.

4.06K

Jun 30, 26

+4.06K

0.03%

Tower Research Capital LLC (TRC)

4.05K

Jun 30, 26

+2.31K

0.03%

Nemes Rush Group LLC

4.04K

Jun 30, 26

0.03%

Sovran Advisors, LLC

3.62K

Jun 30, 26

0.03%

FIFTH THIRD BANCORP

2.99K

Jun 30, 26

0.03%

AE Wealth Management LLC

2.77K

Jun 30, 26

0.02%

BROWN BROTHERS HARRIMAN & CO

2.17K

Jun 30, 26

0.02%

Providence Capital Advisors, LLC

2.10K

Jun 30, 26

+2.10K

0.02%

Smartleaf Asset Management LLC

1.58K

Jun 30, 26

0.01%

BRYN MAWR TRUST Co

1.57K

Jun 30, 26

0.01%

High Note Wealth, LLC

1.30K

Jun 30, 26

-458

0.01%

SALEM INVESTMENT COUNSELORS INC

1.25K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

1.24K

Jun 30, 26

0.01%

Fourth Dimension Wealth, LLC

1.15K

Jun 30, 26

0.01%

US BANCORP \DE\

1.02K

Jun 30, 26

0.01%

WHITTIER TRUST CO OF NEVADA INC

1.00K

Jun 30, 26

0.01%

Triumph Capital Management

844

Jun 30, 26

0.01%

NBC SECURITIES, INC.

669

Jun 30, 26

0.01%

TD Capital Management LLC

662

Jun 30, 26

0.01%

TD Waterhouse Canada Inc.

500

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

476

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

424

Jun 30, 26

0.00%

BlackRock, Inc.

416

Jun 30, 26

0.00%

ASSETMARK, INC

403

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

384

Jun 30, 26

+384

0.00%

Glen Eagle Advisors, LLC

327

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

318

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

301

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

263

Jun 30, 26

+263

0.00%

Archer Investment Corp

148

Jun 30, 26

0.00%

CoreCap Advisors, LLC

140

Jun 30, 26

-243

0.00%

Quest 10 Wealth Builders, Inc.

123

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

117

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

+50

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-2.84K

MAI Capital Management

Jun 30, 26

-118

Russell Investments Group, Ltd.

Jun 30, 26

-28

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-380

LeClair Wealth Partners LLC

Jun 30, 26

-5.18K

Lloyd Advisory Services, LLC.

Jun 30, 26

-117

ALPS ADVISORS INC

Jun 30, 26

-55.61K

NewEdge Wealth, LLC

Jun 30, 26

-3.71K

Independent Advisor Alliance

Jun 30, 26

-29.65K

Atomi Financial Group, Inc.

Jun 30, 26

-12.15K

Golden State Equity Partners

Jun 30, 26

-15.26K

Mariner, LLC

Jun 30, 26

-9.85K

Astoria Portfolio Advisors LLC.

Jun 30, 26

-4.34K

Kingsview Wealth Management, LLC

10.93K

Mar 31, 26

-2.52K

0.09%

Beacon Pointe Advisors, LLC

5.57K

Mar 31, 26

0.05%

Capstone Wealth Management Group LLC

5.13K

Mar 31, 26

0.04%

Jackson Hole Capital Partners, LLC

552

Mar 31, 26

0.00%

CWM, LLC

305

Mar 31, 26

0.00%

USA Financial Portformulas Corp

Mar 31, 26

-12.49K

0.00%

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%

Private Portfolio Partners LLC

32.53K

Dec 31, 24

+296

0.27%

RAYMOND JAMES & ASSOCIATES

225.90K

Sep 30, 24

+6.36K

1.90%

Raymond James Financial Services Advisors, Inc.

67.47K

Sep 30, 24

-794

0.57%

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

0.25%

Retirement Group, LLC

22.59K

Mar 31, 24

+3.13K

0.19%

FOCUS FINANCIAL NETWORK INC /ADV

11.54K

Dec 31, 23

+11.54K

0.10%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.87K

Sep 30, 23

-693

0.06%

Johnson Midwest Financial, LLC

1.93K

Sep 30, 23

0.02%

Andesa Financial Management Inc.

60.93K

Mar 31, 23

+28.94K

0.51%

Ahrens Investment Partners LLC

55.16K

Mar 31, 23

-15.06K

0.46%

Beaumont Financial Partners, LLC

57.10K

Sep 30, 22

-2.02K

0.48%

American Portfolios Advisors

31.15K

Sep 30, 22

-27

0.26%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+86

0.00%