ALPS O'Shares U.S. Small-Cap Quality Dividend ETF(OUSM)

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ALPS O'Shares U.S. Small-Cap Quality Dividend ETF(OUSM)

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$50.36—

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OUSM(OUSM)

OUSM

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Institutional Ownership

Top 165 Institutional Holders

Holder	Shares	Date	Change	% Held
AMERIPRISE FINANCIAL INC	1.51M	Jun 30, 26	-76.79K	8.34%
RAYMOND JAMES FINANCIAL INC	1.39M	Jun 30, 26	-47.66K	7.70%
MORGAN STANLEY	1.26M	Jun 30, 26	-381.69K	6.98%
Cetera Investment Advisers	1.10M	Jun 30, 26	+57.14K	6.09%
Sanctuary Advisors, LLC	898.23K	Jun 30, 26	+17.50K	4.97%
LPL Financial LLC	537.45K	Jun 30, 26	-33.69K	2.98%
Stonehearth Capital Management, LLC	377.78K	Jun 30, 26	+9.76K	2.09%
THRIVENT FINANCIAL FOR LUTHERANS	306.03K	Jun 30, 26	+9.02K	1.69%
BANK OF AMERICA CORP /DE/	303.82K	Jun 30, 26	-41.93K	1.68%
WELLS FARGO & COMPANY/MN	254.06K	Jun 30, 26	-18.13K	1.41%
UBS Group AG	234.12K	Jun 30, 26	-292.62K	1.30%
Financial Services Advisory Inc	210.01K	Jun 30, 26	+210.01K	1.16%
ROYAL BANK OF CANADA	191.66K	Jun 30, 26	-34.99K	1.06%
Mason & Associates Inc	138.64K	Jun 30, 26	+720	0.77%
Steward Partners Investment Advisory, LLC	129.17K	Jun 30, 26	+109.36K	0.72%
Park Edge Advisors, LLC	127.12K	Jun 30, 26	+68.42K	0.70%
MML INVESTORS SERVICES, LLC	114.50K	Jun 30, 26	+8.76K	0.63%
CASTLE WEALTH MANAGEMENT LLC	105.82K	Jun 30, 26	+941	0.59%
JONES FINANCIAL COMPANIES LLLP	101.03K	Jun 30, 26	-4.83K	0.56%
ENVESTNET ASSET MANAGEMENT INC	97.11K	Jun 30, 26	-1.17K	0.54%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	94.45K	Jun 30, 26	-23.82K	0.52%
LEVEL FOUR ADVISORY SERVICES, LLC	88.60K	Jun 30, 26	-10.24K	0.49%
Premier Path Wealth Partners, LLC	84.73K	Jun 30, 26	+12.31K	0.47%
STIFEL FINANCIAL CORP	83.03K	Jun 30, 26	-58.54K	0.46%
BEAM WEALTH ADVISORS, INC.	82.29K	Jun 30, 26	-3.26K	0.46%
SHEETS SMITH WEALTH MANAGEMENT	79.56K	Jun 30, 26	-4.08K	0.44%
BARNES PETTEY FINANCIAL ADVISORS, LLC	71.17K	Jun 30, 26	+805	0.39%
Cambridge Investment Research Advisors, Inc.	67.55K	Jun 30, 26	+884	0.37%
Buckingham Strategic Partners	65.54K	Jun 30, 26	-718	0.36%
Brady Martz Wealth Solutions, LLC	65.11K	Jun 30, 26	-720	0.36%
Wealthspire Advisors, LLC	64.64K	Jun 30, 26	--	0.36%
Advisory Services Network, LLC	58.72K	Jun 30, 26	-262	0.33%
Summit Financial Wealth Advisors, LLC	54.07K	Jun 30, 26	+3.17K	0.30%
Private Advisor Group, LLC	52.00K	Jun 30, 26	+6.65K	0.29%
Secure Asset Management, LLC	49.85K	Jun 30, 26	-39.84K	0.28%
Clay Northam Wealth Management, LLC	46.27K	Jun 30, 26	-776	0.26%
BROWN ADVISORY INC	44.30K	Jun 30, 26	--	0.25%
Haverford Trust Co	44.26K	Jun 30, 26	--	0.25%
WILEY BROS.-AINTREE CAPITAL, LLC	41.29K	Jun 30, 26	-3.42K	0.23%
KESTRA PRIVATE WEALTH SERVICES, LLC	40.18K	Jun 30, 26	-19.77K	0.22%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	38.23K	Jun 30, 26	+32.18K	0.21%
Bank of New York Mellon Corp	37.72K	Jun 30, 26	+100	0.21%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	31.66K	Jun 30, 26	-8.12K	0.18%
GOLDMAN SACHS GROUP INC	30.84K	Jun 30, 26	-14.15K	0.17%
Janney Montgomery Scott LLC	26.40K	Jun 30, 26	-922	0.15%
ADVISOR GROUP HOLDINGS, INC.	25.57K	Jun 30, 26	+892	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.37K	Jun 30, 26	+25.37K	0.14%
Gladstone Institutional Advisory LLC	24.35K	Jun 30, 26	+657	0.13%
THOROUGHBRED FINANCIAL SERVICES, LLC	24.30K	Jun 30, 26	-17.43K	0.13%
Fiduciary Planning LLC	24.05K	Jun 30, 26	-928	0.13%
Stratos Wealth Partners, LTD.	21.92K	Jun 30, 26	-1.63K	0.12%
Beacon Financial Advisory LLC	21.16K	Jun 30, 26	-63	0.12%
Sigma Planning Corp	19.39K	Jun 30, 26	-360	0.11%
Acorn Wealth Advisors, LLC	19.25K	Jun 30, 26	-161	0.11%
Virtu Financial LLC	16.52K	Jun 30, 26	+16.52K	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	16.09K	Jun 30, 26	-2.18K	0.09%
UBS ASSET MANAGEMENT AMERICAS INC	15.48K	Jun 30, 26	--	0.09%
JPMORGAN CHASE & CO	15.29K	Jun 30, 26	+1.12K	0.08%
VestGen Advisors, LLC	15.23K	Jun 30, 26	-409	0.08%
Strategic Financial Concepts, LLC	14.82K	Jun 30, 26	+63	0.08%
Apollon Wealth Management, LLC	14.63K	Jun 30, 26	-590	0.08%
Mutual Advisors, LLC	14.43K	Jun 30, 26	-2.42K	0.08%
FLOW TRADERS U.S. LLC	13.79K	Jun 30, 26	+13.79K	0.08%
HORAN Wealth, LLC	13.04K	Jun 30, 26	-552	0.07%
National Wealth Management Group, LLC	11.56K	Jun 30, 26	-221	0.06%
BXM Wealth LLC	10.94K	Jun 30, 26	--	0.06%
Intrepid Financial Planning Group LLC	10.63K	Jun 30, 26	-37	0.06%
Cambridge Advisors Inc.	9.74K	Jun 30, 26	--	0.05%
HRT FINANCIAL LP	9.01K	Jun 30, 26	+9.01K	0.05%
Nova Wealth Management, Inc.	8.78K	Jun 30, 26	-1.34K	0.05%
Dynamic Advisor Solutions LLC	8.57K	Jun 30, 26	-472	0.05%
Ellsworth Advisors, LLC	8.27K	Jun 30, 26	+191	0.05%
HighTower Advisors, LLC	7.61K	Jun 30, 26	--	0.04%
ACCREDITED INVESTOR SERVICES, LLC	7.16K	Jun 30, 26	--	0.04%
FMR LLC	6.95K	Jun 30, 26	+2.65K	0.04%
OneAscent Wealth Management LLC	6.68K	Jun 30, 26	-1.36K	0.04%
Capital Advisors, Ltd. LLC	6.54K	Jun 30, 26	-704	0.04%
Blue Chip Partners, LLC	6.09K	Jun 30, 26	+16	0.03%
Ausdal Financial Partners, Inc.	5.61K	Jun 30, 26	-517	0.03%
JMG Financial Group, Ltd.	5.58K	Jun 30, 26	+5.58K	0.03%
MISSION WEALTH MANAGEMENT, LP	5.39K	Jun 30, 26	+5.39K	0.03%
EVERPAR ADVISORS LLC	5.36K	Jun 30, 26	-3.98K	0.03%
Diligent Investors, LLC	5.28K	Jun 30, 26	-200	0.03%
Prasad Wealth Partners, LLC	5.17K	Jun 30, 26	+10	0.03%
Rockefeller Capital Management L.P.	4.75K	Jun 30, 26	+10	0.03%
Tower Research Capital LLC (TRC)	4.54K	Jun 30, 26	+341	0.03%
Aptus Capital Advisors, LLC	4.52K	Jun 30, 26	-303	0.03%
HARBOUR INVESTMENTS, INC.	3.97K	Jun 30, 26	+100	0.02%
Richardson Capital Management LLC	3.75K	Jun 30, 26	--	0.02%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	3.29K	Jun 30, 26	--	0.02%
MERCER GLOBAL ADVISORS INC /ADV	3.06K	Jun 30, 26	+3.06K	0.02%
FARMERS & MERCHANTS INVESTMENTS INC	2.72K	Jun 30, 26	-100	0.02%
IFG Advisory, LLC	1.78K	Jun 30, 26	+1.78K	0.01%
Integrated Wealth Concepts LLC	1.67K	Jun 30, 26	+1.67K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.40K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	1.30K	Jun 30, 26	-221	0.01%
Triumph Capital Management	1.10K	Jun 30, 26	+5	0.01%
HANTZ FINANCIAL SERVICES, INC.	1.05K	Jun 30, 26	-116	0.01%
IFP Advisors, Inc	1.01K	Jun 30, 26	--	0.01%
Canton Hathaway, LLC	1.00K	Jun 30, 26	--	0.01%
Atlatl Advisers LLC	890	Jun 30, 26	+890	0.00%
Capital Analysts, LLC	804	Jun 30, 26	-22	0.00%
Golden State Wealth Management, LLC	700	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	603	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	561	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	343	Jun 30, 26	+248	0.00%
Quent Capital, LLC	221	Jun 30, 26	+67	0.00%
Institute for Wealth Management, LLC.	217	Jun 30, 26	+217	0.00%
Mosley Wealth Management	209	Jun 30, 26	+209	0.00%
Johnson Financial Group, Inc.	190	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	167	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	141	Jun 30, 26	+141	0.00%
Global Retirement Partners, LLC	127	Jun 30, 26	+127	0.00%
CoreCap Advisors, LLC	64	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	34	Jun 30, 26	-4	0.00%
ASSETMARK, INC	27	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	13	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	12	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	7	Jun 30, 26	+7	0.00%
KICKSTAND VENTURES, LLC.	--	Jun 30, 26	-115.56K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-85.20K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-11.13K	--
CARY STREET PARTNERS FINANCIAL LLC	--	Jun 30, 26	-10.77K	--
Allworth Financial LP	--	Jun 30, 26	-1.20K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.78K	--
MAI Capital Management	--	Jun 30, 26	-40	--
Regal Investment Advisors LLC	--	Jun 30, 26	-4.65K	--
TRUIST FINANCIAL CORP	--	Jun 30, 26	-15.04K	--
TFO-TDC, LLC	--	Jun 30, 26	-15.53K	--
Golden State Equity Partners	--	Jun 30, 26	-26.62K	--
Mariner, LLC	--	Jun 30, 26	-9.93K	--
Independent Advisor Alliance	--	Jun 30, 26	-96.44K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-7.60K	--
PARK AVENUE SECURITIES LLC	--	Jun 30, 26	-6.84K	--
AMERIPRISE FINANCIAL INC	1.58M	Mar 31, 26	-345.37K	8.76%
BANK OF AMERICA CORP /DE/	345.75K	Mar 31, 26	-3.73K	1.91%
THRIVENT FINANCIAL FOR LUTHERANS	297.01K	Mar 31, 26	-247.41K	1.64%
JONES FINANCIAL COMPANIES LLLP	105.86K	Mar 31, 26	+15.66K	0.59%
TWO SIGMA INVESTMENTS, LP	85.20K	Mar 31, 26	-40.70K	0.47%
Equitable Holdings, Inc.	30.24K	Mar 31, 26	-27.35K	0.17%
VANGUARD ADVISERS INC	38	Mar 31, 26	+38	0.00%
USA Financial Portformulas Corp	1	Mar 31, 26	-7.81K	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-15.90K	--
ORG Partners LLC	1.66K	Dec 31, 25	+12	0.01%
COMERICA BANK	1.57K	Dec 31, 25	-24	0.01%
Moloney Securities Asset Management, LLC	--	Sep 30, 25	-5.64K	--
AVANTAX ADVISORY SERVICES, INC.	902.66K	Jun 30, 25	+77.84K	5.00%
Horan Securities, Inc.	12.74K	Jun 30, 25	+2.08K	0.07%
Congress Wealth Management LLC / DE /	7.37K	Jun 30, 25	-10	0.04%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-19.28K	--
Sandy Spring Bank	106	Mar 31, 25	--	0.00%
Raymond James Financial Services Advisors, Inc.	279.90K	Sep 30, 24	+25.19K	1.55%
RAYMOND JAMES & ASSOCIATES	205.12K	Sep 30, 24	+14.86K	1.14%
Aspire Wealth Management Corp	4.83K	Sep 30, 24	+4.83K	0.03%
ICA Group Wealth Management, LLC	850	Jun 30, 24	-5.22K	0.00%
Cetera Advisor Networks LLC	7.47K	Mar 31, 24	-329	0.04%
Cetera Advisors LLC	5.25K	Mar 31, 24	+5.25K	0.03%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	37.20K	Sep 30, 23	+9.89K	0.21%
American Portfolios Advisors	1.55K	Sep 30, 22	-2.91K	0.01%
Lenox Wealth Advisors, LLC	64.00K	Mar 31, 22	--	0.35%
Carroll Financial Associates, Inc.	8.31K	Dec 31, 21	--	0.05%
Clear Perspective Advisors, LLC	5.49K	Dec 31, 21	+5.49K	0.03%
Advisor Group, Inc.	12.17K	Dec 31, 19	-250	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.57K	Dec 31, 19	+479	0.04%
Virtu KCG Holdings LLC	36.75K	Jun 30, 17	+36.75K	0.20%

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Holder

Date

Change

% Held

AMERIPRISE FINANCIAL INC

1.51M

Jun 30, 26

-76.79K

8.34%

RAYMOND JAMES FINANCIAL INC

1.39M

Jun 30, 26

-47.66K

7.70%

MORGAN STANLEY

1.26M

Jun 30, 26

-381.69K

6.98%

Cetera Investment Advisers

1.10M

Jun 30, 26

+57.14K

6.09%

Sanctuary Advisors, LLC

898.23K

Jun 30, 26

+17.50K

4.97%

LPL Financial LLC

537.45K

Jun 30, 26

-33.69K

2.98%

Stonehearth Capital Management, LLC

377.78K

Jun 30, 26

+9.76K

2.09%

THRIVENT FINANCIAL FOR LUTHERANS

306.03K

Jun 30, 26

+9.02K

1.69%

BANK OF AMERICA CORP /DE/

303.82K

Jun 30, 26

-41.93K

1.68%

WELLS FARGO & COMPANY/MN

254.06K

Jun 30, 26

-18.13K

1.41%

UBS Group AG

234.12K

Jun 30, 26

-292.62K

1.30%

Financial Services Advisory Inc

210.01K

Jun 30, 26

+210.01K

1.16%

ROYAL BANK OF CANADA

191.66K

Jun 30, 26

-34.99K

1.06%

Mason & Associates Inc

138.64K

Jun 30, 26

+720

0.77%

Steward Partners Investment Advisory, LLC

129.17K

Jun 30, 26

+109.36K

0.72%

Park Edge Advisors, LLC

127.12K

Jun 30, 26

+68.42K

0.70%

MML INVESTORS SERVICES, LLC

114.50K

Jun 30, 26

+8.76K

0.63%

CASTLE WEALTH MANAGEMENT LLC

105.82K

Jun 30, 26

+941

0.59%

JONES FINANCIAL COMPANIES LLLP

101.03K

Jun 30, 26

-4.83K

0.56%

ENVESTNET ASSET MANAGEMENT INC

97.11K

Jun 30, 26

-1.17K

0.54%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

94.45K

Jun 30, 26

-23.82K

0.52%

LEVEL FOUR ADVISORY SERVICES, LLC

88.60K

Jun 30, 26

-10.24K

0.49%

Premier Path Wealth Partners, LLC

84.73K

Jun 30, 26

+12.31K

0.47%

STIFEL FINANCIAL CORP

83.03K

Jun 30, 26

-58.54K

0.46%

BEAM WEALTH ADVISORS, INC.

82.29K

Jun 30, 26

-3.26K

0.46%

SHEETS SMITH WEALTH MANAGEMENT

79.56K

Jun 30, 26

-4.08K

0.44%

BARNES PETTEY FINANCIAL ADVISORS, LLC

71.17K

Jun 30, 26

+805

0.39%

Cambridge Investment Research Advisors, Inc.

67.55K

Jun 30, 26

+884

0.37%

Buckingham Strategic Partners

65.54K

Jun 30, 26

-718

0.36%

Brady Martz Wealth Solutions, LLC

65.11K

Jun 30, 26

-720

0.36%

Wealthspire Advisors, LLC

64.64K

Jun 30, 26

0.36%

Advisory Services Network, LLC

58.72K

Jun 30, 26

-262

0.33%

Summit Financial Wealth Advisors, LLC

54.07K

Jun 30, 26

+3.17K

0.30%

Private Advisor Group, LLC

52.00K

Jun 30, 26

+6.65K

0.29%

Secure Asset Management, LLC

49.85K

Jun 30, 26

-39.84K

0.28%

Clay Northam Wealth Management, LLC

46.27K

Jun 30, 26

-776

0.26%

BROWN ADVISORY INC

44.30K

Jun 30, 26

0.25%

Haverford Trust Co

44.26K

Jun 30, 26

0.25%

WILEY BROS.-AINTREE CAPITAL, LLC

41.29K

Jun 30, 26

-3.42K

0.23%

KESTRA PRIVATE WEALTH SERVICES, LLC

40.18K

Jun 30, 26

-19.77K

0.22%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

38.23K

Jun 30, 26

+32.18K

0.21%

Bank of New York Mellon Corp

37.72K

Jun 30, 26

+100

0.21%

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

31.66K

Jun 30, 26

-8.12K

0.18%

GOLDMAN SACHS GROUP INC

30.84K

Jun 30, 26

-14.15K

0.17%

Janney Montgomery Scott LLC

26.40K

Jun 30, 26

-922

0.15%

ADVISOR GROUP HOLDINGS, INC.

25.57K

Jun 30, 26

+892

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.37K

Jun 30, 26

+25.37K

0.14%

Gladstone Institutional Advisory LLC

24.35K

Jun 30, 26

+657

0.13%

THOROUGHBRED FINANCIAL SERVICES, LLC

24.30K

Jun 30, 26

-17.43K

0.13%

Fiduciary Planning LLC

24.05K

Jun 30, 26

-928

0.13%

Stratos Wealth Partners, LTD.

21.92K

Jun 30, 26

-1.63K

0.12%

Beacon Financial Advisory LLC

21.16K

Jun 30, 26

-63

0.12%

Sigma Planning Corp

19.39K

Jun 30, 26

-360

0.11%

Acorn Wealth Advisors, LLC

19.25K

Jun 30, 26

-161

0.11%

Virtu Financial LLC

16.52K

Jun 30, 26

+16.52K

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

16.09K

Jun 30, 26

-2.18K

0.09%

UBS ASSET MANAGEMENT AMERICAS INC

15.48K

Jun 30, 26

0.09%

JPMORGAN CHASE & CO

15.29K

Jun 30, 26

+1.12K

0.08%

VestGen Advisors, LLC

15.23K

Jun 30, 26

-409

0.08%

Strategic Financial Concepts, LLC

14.82K

Jun 30, 26

+63

0.08%

Apollon Wealth Management, LLC

14.63K

Jun 30, 26

-590

0.08%

Mutual Advisors, LLC

14.43K

Jun 30, 26

-2.42K

0.08%

FLOW TRADERS U.S. LLC

13.79K

Jun 30, 26

+13.79K

0.08%

HORAN Wealth, LLC

13.04K

Jun 30, 26

-552

0.07%

National Wealth Management Group, LLC

11.56K

Jun 30, 26

-221

0.06%

BXM Wealth LLC

10.94K

Jun 30, 26

0.06%

Intrepid Financial Planning Group LLC

10.63K

Jun 30, 26

-37

0.06%

Cambridge Advisors Inc.

9.74K

Jun 30, 26

0.05%

HRT FINANCIAL LP

9.01K

Jun 30, 26

+9.01K

0.05%

Nova Wealth Management, Inc.

8.78K

Jun 30, 26

-1.34K

0.05%

Dynamic Advisor Solutions LLC

8.57K

Jun 30, 26

-472

0.05%

Ellsworth Advisors, LLC

8.27K

Jun 30, 26

+191

0.05%

HighTower Advisors, LLC

7.61K

Jun 30, 26

0.04%

ACCREDITED INVESTOR SERVICES, LLC

7.16K

Jun 30, 26

0.04%

FMR LLC

6.95K

Jun 30, 26

+2.65K

0.04%

OneAscent Wealth Management LLC

6.68K

Jun 30, 26

-1.36K

0.04%

Capital Advisors, Ltd. LLC

6.54K

Jun 30, 26

-704

0.04%

Blue Chip Partners, LLC

6.09K

Jun 30, 26

+16

0.03%

Ausdal Financial Partners, Inc.

5.61K

Jun 30, 26

-517

0.03%

JMG Financial Group, Ltd.

5.58K

Jun 30, 26

+5.58K

0.03%

MISSION WEALTH MANAGEMENT, LP

5.39K

Jun 30, 26

+5.39K

0.03%

EVERPAR ADVISORS LLC

5.36K

Jun 30, 26

-3.98K

0.03%

Diligent Investors, LLC

5.28K

Jun 30, 26

-200

0.03%

Prasad Wealth Partners, LLC

5.17K

Jun 30, 26

+10

0.03%

Rockefeller Capital Management L.P.

4.75K

Jun 30, 26

+10

0.03%

Tower Research Capital LLC (TRC)

4.54K

Jun 30, 26

+341

0.03%

Aptus Capital Advisors, LLC

4.52K

Jun 30, 26

-303

0.03%

HARBOUR INVESTMENTS, INC.

3.97K

Jun 30, 26

+100

0.02%

Richardson Capital Management LLC

3.75K

Jun 30, 26

0.02%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

3.29K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

3.06K

Jun 30, 26

+3.06K

0.02%

FARMERS & MERCHANTS INVESTMENTS INC

2.72K

Jun 30, 26

-100

0.02%

IFG Advisory, LLC

1.78K

Jun 30, 26

+1.78K

0.01%

Integrated Wealth Concepts LLC

1.67K

Jun 30, 26

+1.67K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.40K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

1.30K

Jun 30, 26

-221

0.01%

Triumph Capital Management

1.10K

Jun 30, 26

0.01%

HANTZ FINANCIAL SERVICES, INC.

1.05K

Jun 30, 26

-116

0.01%

IFP Advisors, Inc

1.01K

Jun 30, 26

0.01%

Canton Hathaway, LLC

1.00K

Jun 30, 26

0.01%

Atlatl Advisers LLC

890

Jun 30, 26

+890

0.00%

Capital Analysts, LLC

804

Jun 30, 26

-22

0.00%

Golden State Wealth Management, LLC

700

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

603

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

561

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

343

Jun 30, 26

+248

0.00%

Quent Capital, LLC

221

Jun 30, 26

+67

0.00%

Institute for Wealth Management, LLC.

217

Jun 30, 26

+217

0.00%

Mosley Wealth Management

209

Jun 30, 26

+209

0.00%

Johnson Financial Group, Inc.

190

Jun 30, 26

0.00%

NewEdge Advisors, LLC

167

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

141

Jun 30, 26

+141

0.00%

Global Retirement Partners, LLC

127

Jun 30, 26

+127

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-4

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

KICKSTAND VENTURES, LLC.

Jun 30, 26

-115.56K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-85.20K

JANE STREET GROUP, LLC

Jun 30, 26

-11.13K

CARY STREET PARTNERS FINANCIAL LLC

Jun 30, 26

-10.77K

Allworth Financial LP

Jun 30, 26

-1.20K

Western Wealth Management, LLC

Jun 30, 26

-2.78K

MAI Capital Management

Jun 30, 26

-40

Regal Investment Advisors LLC

Jun 30, 26

-4.65K

TRUIST FINANCIAL CORP

Jun 30, 26

-15.04K

TFO-TDC, LLC

Jun 30, 26

-15.53K

Golden State Equity Partners

Jun 30, 26

-26.62K

Mariner, LLC

Jun 30, 26

-9.93K

Independent Advisor Alliance

Jun 30, 26

-96.44K

CITADEL ADVISORS LLC

Jun 30, 26

-7.60K

PARK AVENUE SECURITIES LLC

Jun 30, 26

-6.84K

AMERIPRISE FINANCIAL INC

1.58M

Mar 31, 26

-345.37K

8.76%

BANK OF AMERICA CORP /DE/

345.75K

Mar 31, 26

-3.73K

1.91%

THRIVENT FINANCIAL FOR LUTHERANS

297.01K

Mar 31, 26

-247.41K

1.64%

JONES FINANCIAL COMPANIES LLLP

105.86K

Mar 31, 26

+15.66K

0.59%

TWO SIGMA INVESTMENTS, LP

85.20K

Mar 31, 26

-40.70K

0.47%

Equitable Holdings, Inc.

30.24K

Mar 31, 26

-27.35K

0.17%

VANGUARD ADVISERS INC

Mar 31, 26

+38

0.00%

USA Financial Portformulas Corp

Mar 31, 26

-7.81K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-15.90K

ORG Partners LLC

1.66K

Dec 31, 25

+12

0.01%

COMERICA BANK

1.57K

Dec 31, 25

-24

0.01%

Moloney Securities Asset Management, LLC

Sep 30, 25

-5.64K

AVANTAX ADVISORY SERVICES, INC.

902.66K

Jun 30, 25

+77.84K

5.00%

Horan Securities, Inc.

12.74K

Jun 30, 25

+2.08K

0.07%

Congress Wealth Management LLC / DE /

7.37K

Jun 30, 25

-10

0.04%

Atria Wealth Solutions, Inc.

Jun 30, 25

-19.28K

Sandy Spring Bank

106

Mar 31, 25

0.00%

Raymond James Financial Services Advisors, Inc.

279.90K

Sep 30, 24

+25.19K

1.55%

RAYMOND JAMES & ASSOCIATES

205.12K

Sep 30, 24

+14.86K

1.14%

Aspire Wealth Management Corp

4.83K

Sep 30, 24

+4.83K

0.03%

ICA Group Wealth Management, LLC

850

Jun 30, 24

-5.22K

0.00%

Cetera Advisor Networks LLC

7.47K

Mar 31, 24

-329

0.04%

Cetera Advisors LLC

5.25K

Mar 31, 24

+5.25K

0.03%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

37.20K

Sep 30, 23

+9.89K

0.21%

American Portfolios Advisors

1.55K

Sep 30, 22

-2.91K

0.01%

Lenox Wealth Advisors, LLC

64.00K

Mar 31, 22

0.35%

Carroll Financial Associates, Inc.

8.31K

Dec 31, 21

0.05%

Clear Perspective Advisors, LLC

5.49K

Dec 31, 21

+5.49K

0.03%

Advisor Group, Inc.

12.17K

Dec 31, 19

-250

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.57K

Dec 31, 19

+479

0.04%

Virtu KCG Holdings LLC

36.75K

Jun 30, 17

+36.75K

0.20%