PIMCO Dynamic Income Fund(PDI)

$16.04—

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PIMCO Dynamic Income Fund(PDI)

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$16.04—

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PDI(PDI)

PDI

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Institutional Ownership

Top 475 Institutional Holders

Holder	Shares	Date	Change	% Held
J.W. COLE ADVISORS, INC.	1.51M	Jun 30, 26	+1.50M	0.33%
PFG Investments, LLC	1.44M	Jun 30, 26	-87.16K	0.31%
Cyndeo Wealth Partners, LLC	927.45K	Jun 30, 26	+307.63K	0.20%
INDEPENDENT FINANCIAL GROUP, LLC	717.42K	Jun 30, 26	-14.13K	0.16%
Bensler, LLC	566.94K	Jun 30, 26	+41.07K	0.12%
Noble Wealth Management PBC	537.56K	Jun 30, 26	-40.30K	0.12%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	462.19K	Jun 30, 26	+11.51K	0.10%
Wealthcare Advisory Partners LLC	436.79K	Jun 30, 26	-1.10K	0.09%
Wagner Wealth Management, LLC	374.83K	Jun 30, 26	+4.49K	0.08%
LifeWealth Investments, LLC	362.65K	Jun 30, 26	-6.59K	0.08%
RFG Advisory, LLC	308.98K	Jun 30, 26	+117.21K	0.07%
Capital Investment Advisory Services, LLC	246.80K	Jun 30, 26	-2.02K	0.05%
Beta Wealth Group, Inc.	224.19K	Jun 30, 26	-3.27K	0.05%
R.P. Boggs & Co.	182.88K	Jun 30, 26	-2.41K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	174.29K	Jun 30, 26	+96.40K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	169.29K	Jun 30, 26	+183	0.04%
Smith Asset Management Co., LLC	160.83K	Jun 30, 26	-1.67K	0.03%
Farther Finance Advisors, LLC	141.33K	Jun 30, 26	-221.29K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	139.79K	Jun 30, 26	-1.14K	0.03%
Focus Financial Network, Inc.	133.61K	Jun 30, 26	+30.75K	0.03%
MRA Advisory Group	98.08K	Jun 30, 26	+3.26K	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	92.12K	Jun 30, 26	-3.49K	0.02%
Parisi Gray Wealth Management	76.01K	Jun 30, 26	+1.03K	0.02%
SEAVIEW INVESTMENT MANAGERS LLC	69.74K	Jun 30, 26	+22.70K	0.02%
HF Advisory Group, LLC	69.33K	Jun 30, 26	+7.91K	0.02%
Duncan Williams Asset Management, LLC	68.01K	Jun 30, 26	+9.87K	0.01%
Significant Wealth Partners LLC	61.59K	Jun 30, 26	+1.13K	0.01%
Merit Financial Group, LLC	53.30K	Jun 30, 26	-5.11K	0.01%
HARBOR INVESTMENT ADVISORY, LLC	53.14K	Jun 30, 26	--	0.01%
Fiduciary Alliance LLC	50.32K	Jun 30, 26	+3.34K	0.01%
Traynor Capital Management, Inc.	50.09K	Jun 30, 26	+29.68K	0.01%
CoreCap Advisors, LLC	50.01K	Jun 30, 26	-1.33K	0.01%
Prospera Financial Services Inc	49.88K	Jun 30, 26	-3.14K	0.01%
First Heartland Consultants, Inc.	48.96K	Jun 30, 26	+4.81K	0.01%
WORLD EQUITY GROUP, INC.	48.88K	Jun 30, 26	+10.64K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	45.58K	Jun 30, 26	+93	0.01%
Accredited Investors Inc.	45.53K	Jun 30, 26	+952	0.01%
BENJAMIN EDWARDS INC	41.41K	Jun 30, 26	+25.33K	0.01%
Key Client Fiduciary Advisors, LLC	38.94K	Jun 30, 26	-1.72K	0.01%
Brookstone Capital Management	37.78K	Jun 30, 26	+3.98K	0.01%
IFP Advisors, Inc	37.63K	Jun 30, 26	+2.86K	0.01%
E&G Advisors, LP	35.39K	Jun 30, 26	-249	0.01%
SUMMITRY LLC	35.00K	Jun 30, 26	+23.00K	0.01%
Lewis Asset Management, LLC	33.37K	Jun 30, 26	-15.42K	0.01%
Ramiah Investment Group	33.32K	Jun 30, 26	+2.30K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	31.47K	Jun 30, 26	+6.18K	0.01%
Certified Advisory Corp	31.03K	Jun 30, 26	+324	0.01%
Valeo Financial Advisors, LLC	30.05K	Jun 30, 26	+156	0.01%
Cornerstone Wealth Management, LLC	27.44K	Jun 30, 26	-937	0.01%
GenWealth Group, Inc.	27.14K	Jun 30, 26	+7.08K	0.01%
Summit Financial Wealth Advisors, LLC	26.12K	Jun 30, 26	-2.37K	0.01%
Herold Advisors, Inc.	25.95K	Jun 30, 26	+4.22K	0.01%
HBW Advisory Services LLC	25.79K	Jun 30, 26	-15	0.01%
Oxinas Partners Wealth Management LLC	25.14K	Jun 30, 26	+1.06K	0.01%
Apollon Wealth Management, LLC	24.71K	Jun 30, 26	+830	0.01%
NOVEM GROUP	24.10K	Jun 30, 26	-1.39K	0.01%
Future Financial Wealth Managment LLC	24.00K	Jun 30, 26	-4.05K	0.01%
Thomasville National Bank	23.25K	Jun 30, 26	+23.25K	0.01%
Attessa Capital LLC	22.79K	Jun 30, 26	+12.01K	0.00%
Mallini Complete Financial Planning LLC	22.13K	Jun 30, 26	+2.15K	0.00%
Sage Capital Advisors,llc	20.96K	Jun 30, 26	-1.41K	0.00%
Avidian Wealth Solutions, LLC	19.19K	Jun 30, 26	-347	0.00%
NORTHWEST WEALTH MANAGEMENT, LLC	18.13K	Jun 30, 26	-410	0.00%
Lifestyle Asset Management, Inc.	17.89K	Jun 30, 26	+7.89K	0.00%
AdvisorNet Financial, Inc	17.13K	Jun 30, 26	-2.87K	0.00%
MELFA WEALTH MANAGEMENT, LLC	15.92K	Jun 30, 26	--	0.00%
CERTIOR FINANCIAL GROUP, LLC	15.76K	Jun 30, 26	-1.44K	0.00%
Abel Hall, LLC	15.00K	Jun 30, 26	--	0.00%
Spire Wealth Management	14.78K	Jun 30, 26	-2.62K	0.00%
CWC Advisors, LLC.	14.52K	Jun 30, 26	--	0.00%
Triumph Capital Management	14.39K	Jun 30, 26	+907	0.00%
D.A. DAVIDSON & CO.	14.36K	Jun 30, 26	-2.08K	0.00%
BCS Wealth Management	13.90K	Jun 30, 26	--	0.00%
Patriot Financial Group Insurance Agency, LLC	13.76K	Jun 30, 26	-18.80K	0.00%
Silverleafe Capital Partners, LLC	13.64K	Jun 30, 26	+1.32K	0.00%
Gradient Investments LLC	13.36K	Jun 30, 26	+13.36K	0.00%
Sound Income Strategies, LLC	12.33K	Jun 30, 26	+4.78K	0.00%
FIRETHORN WEALTH PARTNERS, LLC	11.72K	Jun 30, 26	+439	0.00%
Fortis Group Advisors, LLC	11.45K	Jun 30, 26	--	0.00%
Synergy Asset Management, LLC	10.92K	Jun 30, 26	+10.92K	0.00%
NBC SECURITIES, INC.	10.90K	Jun 30, 26	-899	0.00%
SeaCrest Wealth Management, LLC	10.40K	Jun 30, 26	--	0.00%
Strategic Blueprint, LLC	10.32K	Jun 30, 26	+10.32K	0.00%
WEBSTER BANK, N. A.	6.46K	Jun 30, 26	--	0.00%
FNY Investment Advisers, LLC	5.60K	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	5.51K	Jun 30, 26	+1.81K	0.00%
EverSource Wealth Advisors, LLC	5.00K	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	3.62K	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	3.45K	Jun 30, 26	+93	0.00%
Bogart Wealth, LLC	3.35K	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	3.13K	Jun 30, 26	+123	0.00%
EASTERN BANK	3.00K	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	2.98K	Jun 30, 26	-1.55K	0.00%
LRI Investments, LLC	2.20K	Jun 30, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	1.84K	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	1.70K	Jun 30, 26	-420	0.00%
Aspect Partners, LLC	1.44K	Jun 30, 26	+57	0.00%
PFS Partners, LLC	1.38K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1.32K	Jun 30, 26	+52	0.00%
Financial Management Professionals, Inc.	1.09K	Jun 30, 26	+41	0.00%
LifeSteps Financial, Inc.	1.00K	Jun 30, 26	+1.00K	0.00%
COUNTRY TRUST BANK	1.00K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	962	Jun 30, 26	+962	0.00%
Key FInancial Inc	500	Jun 30, 26	+467	0.00%
HM PAYSON & CO	475	Jun 30, 26	+475	0.00%
SALEM INVESTMENT COUNSELORS INC	450	Jun 30, 26	+275	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	253	Jun 30, 26	+253	0.00%
Bangor Savings Bank	250	Jun 30, 26	+250	0.00%
Roble, Belko & Company, Inc	200	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	100	Jun 30, 26	--	0.00%
LGT Financial Advisors LLC	94	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	89	Jun 30, 26	+89	0.00%
Holos Integrated Wealth LLC	70	Jun 30, 26	+3	0.00%
MASSMUTUAL TRUST CO FSB/ADV	4	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-40	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-5.63K	--
Buska Wealth Management, LLC	--	Jun 30, 26	-35.45K	--
SIGNATUREFD, LLC	--	Jun 30, 26	-85	--
BENNETT SELBY INVESTMENTS LP	--	Jun 30, 26	-20.25K	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-362	--
Arlington Capital Management, Inc.	--	Jun 30, 26	-40.10K	--
LEAVELL INVESTMENT MANAGEMENT, INC.	--	Jun 30, 26	-10.71K	--
MORGAN STANLEY	12.90M	Mar 31, 26	+202.83K	2.80%
LPL Financial LLC	5.29M	Mar 31, 26	+414.91K	1.15%
BANK OF AMERICA CORP /DE/	3.04M	Mar 31, 26	+102.62K	0.66%
Cetera Investment Advisers	1.71M	Mar 31, 26	+110.66K	0.37%
UBS Group AG	1.65M	Mar 31, 26	+53.97K	0.36%
WELLS FARGO & COMPANY/MN	1.59M	Mar 31, 26	-621.04K	0.35%
ADVISOR GROUP HOLDINGS, INC.	1.58M	Mar 31, 26	+143.83K	0.34%
ROYAL BANK OF CANADA	1.54M	Mar 31, 26	+146.25K	0.33%
RAYMOND JAMES FINANCIAL INC	1.45M	Mar 31, 26	+86.46K	0.32%
COHEN & STEERS, INC.	1.43M	Mar 31, 26	+248.44K	0.31%
TD Waterhouse Canada Inc.	1.30M	Mar 31, 26	+86.56K	0.28%
Cambridge Investment Research Advisors, Inc.	1.18M	Mar 31, 26	+78.36K	0.26%
Private Advisor Group, LLC	876.12K	Mar 31, 26	+42.34K	0.19%
Cerity Partners LLC	790.07K	Mar 31, 26	+767.62K	0.17%
Mission Hills Financial Advisory, LLC	724.19K	Mar 31, 26	+41.72K	0.16%
GUGGENHEIM CAPITAL LLC	693.62K	Mar 31, 26	-4.00K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	596.29K	Mar 31, 26	-708.89K	0.13%
Cornerstone Advisory, LLC	568.66K	Mar 31, 26	-47.53K	0.12%
Janney Montgomery Scott LLC	483.92K	Mar 31, 26	+71.06K	0.10%
Summit Financial, LLC	458.80K	Mar 31, 26	+27.19K	0.10%
ENVESTNET ASSET MANAGEMENT INC	449.36K	Mar 31, 26	+66.92K	0.10%
ALLIANCEBERNSTEIN L.P.	403.46K	Mar 31, 26	-2.20K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	398.82K	Mar 31, 26	+306.10K	0.09%
NewEdge Advisors, LLC	385.17K	Mar 31, 26	+49.24K	0.08%
VERUS CAPITAL PARTNERS, LLC	380.47K	Mar 31, 26	+132.77K	0.08%
Arkadios Wealth Advisors	380.36K	Mar 31, 26	+363.66K	0.08%
Destiny Wealth Partners, LLC	370.61K	Mar 31, 26	+370.61K	0.08%
Kestra Advisory Services, LLC	362.23K	Mar 31, 26	+12.04K	0.08%
AE Wealth Management LLC	338.36K	Mar 31, 26	+171.59K	0.07%
ALLIUM FINANCIAL ADVISORS, LLC	329.89K	Mar 31, 26	+41.81K	0.07%
Brinker Capital Investments, LLC	316.10K	Mar 31, 26	+28.31K	0.07%
XTX Topco Ltd	288.11K	Mar 31, 26	+7.10K	0.06%
PRINCIPAL SECURITIES, INC.	278.44K	Mar 31, 26	+23.99K	0.06%
HighTower Advisors, LLC	274.54K	Mar 31, 26	-9.35K	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	249.22K	Mar 31, 26	+167.91K	0.05%
U.S. Capital Wealth Advisors, LLC	232.99K	Mar 31, 26	+9.85K	0.05%
BANK OF MONTREAL /CAN/	224.56K	Mar 31, 26	+40.96K	0.05%
Morse Asset Management, Inc	200.91K	Mar 31, 26	+6.34K	0.04%
QUARRY HILL ADVISORS, LLC	193.25K	Mar 31, 26	+9.70K	0.04%
Equitable Holdings, Inc.	182.47K	Mar 31, 26	+24.27K	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	177.81K	Mar 31, 26	-9.86K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	174.82K	Mar 31, 26	-76.82K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	167.09K	Mar 31, 26	-1.91K	0.04%
Pensionmark Financial Group, LLC	156.24K	Mar 31, 26	+81.88K	0.03%
Thomas J. Herzfeld Advisors, Inc.	154.86K	Mar 31, 26	+2.01K	0.03%
Flagship Private Wealth, LLC	151.92K	Mar 31, 26	+10.98K	0.03%
Tennessee Valley Asset Management Partners	145.09K	Mar 31, 26	+13.42K	0.03%
STIFEL FINANCIAL CORP	142.89K	Mar 31, 26	-5.58K	0.03%
JANE STREET GROUP, LLC	141.40K	Mar 31, 26	-469.58K	0.03%
ALEXANDER LABRUNERIE & CO., INC.	129.94K	Mar 31, 26	+6.33K	0.03%
Elm3 Financial Group, LLC	128.84K	Mar 31, 26	+7.89K	0.03%
GILL CAPITAL PARTNERS, LLC	127.06K	Mar 31, 26	-4.85K	0.03%
Anchor Capital Management Group Inc	124.30K	Mar 31, 26	--	0.03%
Kovack Advisors, Inc.	122.31K	Mar 31, 26	+51.51K	0.03%
MEANS INVESTMENT CO., INC.	119.24K	Mar 31, 26	-12.21K	0.03%
AlphaStar Capital Management, LLC	117.39K	Mar 31, 26	-12.10K	0.03%
Navis Wealth Advisors, LLC	112.20K	Mar 31, 26	+112.20K	0.02%
Wealthstar Advisors, LLC	109.00K	Mar 31, 26	-2.54K	0.02%
TCG Advisory Services, LLC	107.64K	Mar 31, 26	+16.91K	0.02%
Independent Advisor Alliance	104.12K	Mar 31, 26	+104.12K	0.02%
MorganRosel Wealth Management, LLC	103.16K	Mar 31, 26	+42.28K	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	95.61K	Mar 31, 26	-2.77K	0.02%
Rockefeller Capital Management L.P.	95.57K	Mar 31, 26	+27.42K	0.02%
Mariner, LLC	92.25K	Mar 31, 26	+7.09K	0.02%
Williams Jones Wealth Management, LLC.	87.39K	Mar 31, 26	-11.51K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	87.06K	Mar 31, 26	-247.05K	0.02%
Marks Group Wealth Management, Inc	85.17K	Mar 31, 26	-4.81K	0.02%
Sanctuary Advisors, LLC	83.80K	Mar 31, 26	+15.07K	0.02%
MML INVESTORS SERVICES, LLC	82.25K	Mar 31, 26	-4.88K	0.02%
MAI Capital Management	81.20K	Mar 31, 26	+5.87K	0.02%
Western Wealth Management, LLC	78.34K	Mar 31, 26	+14.13K	0.02%
CAPTRUST FINANCIAL ADVISORS	78.12K	Mar 31, 26	+6.79K	0.02%
CIBC WORLD MARKET INC.	74.28K	Mar 31, 26	-1.32K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	73.19K	Mar 31, 26	+2.61K	0.02%
WEDBUSH SECURITIES INC	73.18K	Mar 31, 26	+9.87K	0.02%
IEQ CAPITAL, LLC	72.88K	Mar 31, 26	+23.95K	0.02%
OPPENHEIMER & CO INC	72.22K	Mar 31, 26	+276	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	72.05K	Mar 31, 26	+21.88K	0.02%
Americana Partners, LLC	71.97K	Mar 31, 26	+1.30K	0.02%
Baird Financial Group, Inc.	70.64K	Mar 31, 26	-120.89K	0.02%
Stratos Wealth Partners, LTD.	70.64K	Mar 31, 26	-7.16K	0.02%
PRIVATE TRUST CO NA	70.32K	Mar 31, 26	--	0.02%
SCOTIA CAPITAL INC.	69.91K	Mar 31, 26	+1.58K	0.02%
Cresset Asset Management, LLC	68.04K	Mar 31, 26	+1.64K	0.01%
Tradition Wealth Management, LLC	62.59K	Mar 31, 26	+3.02K	0.01%
IHT Wealth Management, LLC	61.96K	Mar 31, 26	+26.20K	0.01%
FIFTH THIRD BANCORP	60.23K	Mar 31, 26	+60.23K	0.01%
BROWN ADVISORY INC	57.56K	Mar 31, 26	-14.02K	0.01%
White Knight Strategic Wealth Advisors, LLC	56.96K	Mar 31, 26	+56.96K	0.01%
JOURNEY STRATEGIC WEALTH LLC	53.30K	Mar 31, 26	+7.47K	0.01%
Savant Capital, LLC	52.81K	Mar 31, 26	+5.07K	0.01%
Outlook Wealth Advisors, LLC	52.72K	Mar 31, 26	-1.81K	0.01%
Virtu Financial LLC	52.20K	Mar 31, 26	-7.92K	0.01%
HORIZON KINETICS ASSET MANAGEMENT LLC	51.48K	Mar 31, 26	+727	0.01%
Lido Advisors, LLC	49.01K	Mar 31, 26	+4.59K	0.01%
Mach-1 Financial Group, LLC	48.59K	Mar 31, 26	+698	0.01%
TRUIST FINANCIAL CORP	48.57K	Mar 31, 26	-409	0.01%
Goldstone Financial Group, LLC	48.15K	Mar 31, 26	-1.01K	0.01%
Garden State Investment Advisory Services LLC	45.84K	Mar 31, 26	--	0.01%
Verity Asset Management, Inc.	45.65K	Mar 31, 26	+3.88K	0.01%
Sovran Advisors, LLC	45.34K	Mar 31, 26	+593	0.01%
Stratos Wealth Advisors, LLC	44.71K	Mar 31, 26	+1.67K	0.01%
Resurgent Financial Advisors LLC	44.41K	Mar 31, 26	+1.34K	0.01%
Samalin Investment Counsel, LLC	43.85K	Mar 31, 26	-4.81K	0.01%
Ausdal Financial Partners, Inc.	42.97K	Mar 31, 26	+25.01K	0.01%
Gateway Wealth Partners, LLC	42.47K	Mar 31, 26	+26.21K	0.01%
Beacon Financial Advisory LLC	40.03K	Mar 31, 26	+2.04K	0.01%
VectorGlobal IAG, Inc.	38.73K	Mar 31, 26	+38.73K	0.01%
Integrated Wealth Concepts LLC	38.63K	Mar 31, 26	+38.63K	0.01%
NewEdge Wealth, LLC	37.58K	Mar 31, 26	+712	0.01%
Kaizen Financial Strategies	37.05K	Mar 31, 26	+993	0.01%
INSIGNEO ADVISORY SERVICES, LLC	37.03K	Mar 31, 26	+7.37K	0.01%
StoneX Group Inc.	36.24K	Mar 31, 26	-11.87K	0.01%
LaSalle St. Investment Advisors, LLC	35.89K	Mar 31, 26	--	0.01%
Soltis Investment Advisors LLC	35.41K	Mar 31, 26	-12.04K	0.01%
Colony Group, LLC	35.02K	Mar 31, 26	+22.61K	0.01%
AMERIFLEX GROUP, INC.	33.71K	Mar 31, 26	+10.24K	0.01%
Pathstone Holdings, LLC	33.59K	Mar 31, 26	+16.96K	0.01%
Atomi Financial Group, Inc.	32.91K	Mar 31, 26	+1.20K	0.01%
Safe Harbor Fiduciary, LLC	32.77K	Mar 31, 26	-22.00K	0.01%
GOLDMAN SACHS GROUP INC	32.72K	Mar 31, 26	+888	0.01%
CI Private Wealth, LLC	31.84K	Mar 31, 26	+12.61K	0.01%
Steward Partners Investment Advisory, LLC	31.53K	Mar 31, 26	-1.94K	0.01%
CURA WEALTH ADVISORS, LLC	31.28K	Mar 31, 26	+465	0.01%
CWM, LLC	29.93K	Mar 31, 26	+8.95K	0.01%
NATIONAL BANK OF CANADA /FI/	29.59K	Mar 31, 26	+4.62K	0.01%
HARBOUR INVESTMENTS, INC.	29.34K	Mar 31, 26	+18.02K	0.01%
Buckingham Strategic Partners	28.69K	Mar 31, 26	+28.69K	0.01%
Chicago Partners Investment Group LLC	27.24K	Mar 31, 26	+6.83K	0.01%
WCG Wealth Advisors LLC	27.04K	Mar 31, 26	+976	0.01%
Creekside Partners	26.35K	Mar 31, 26	+13.16K	0.01%
Capital CS Group, LLC	26.27K	Mar 31, 26	+2.68K	0.01%
Jackson Hole Capital Partners, LLC	25.63K	Mar 31, 26	+5.01K	0.01%
Maridea Wealth Management LLC	25.41K	Mar 31, 26	+1.83K	0.01%
Sigma Planning Corp	25.05K	Mar 31, 26	-182	0.01%
TWO SIGMA SECURITIES, LLC	24.86K	Mar 31, 26	+24.86K	0.01%
FIRST FOUNDATION ADVISORS	23.88K	Mar 31, 26	--	0.01%
Creative Planning	23.77K	Mar 31, 26	-10.37K	0.01%
Venture Visionary Partners LLC	23.36K	Mar 31, 26	-394	0.01%
Clear Creek Financial Management, LLC	23.01K	Mar 31, 26	+535	0.00%
Aviance Capital Partners, LLC	22.86K	Mar 31, 26	+205	0.00%
Nicholas Hoffman & Company, LLC.	22.57K	Mar 31, 26	--	0.00%
Koshinski Asset Management, Inc.	22.55K	Mar 31, 26	-590	0.00%
Heirloom Wealth Management	22.01K	Mar 31, 26	+22.01K	0.00%
Kingstone Capital Partners Texas, LLC	21.82K	Mar 31, 26	+21.82K	0.00%
Keystone Wealth Services, LLC	21.79K	Mar 31, 26	+21.79K	0.00%
Disciplined Investments, LLC	20.62K	Mar 31, 26	+380	0.00%
SFMG, LLC	20.00K	Mar 31, 26	+20.00K	0.00%
NOMURA HOLDINGS INC	19.52K	Mar 31, 26	+1.43K	0.00%
Savvy Advisors, Inc.	19.02K	Mar 31, 26	-130	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	18.94K	Mar 31, 26	+4.86K	0.00%
VestGen Advisors, LLC	18.83K	Mar 31, 26	--	0.00%
GHE, LLC	18.50K	Mar 31, 26	+1.30K	0.00%
Mathes Company, Inc.	18.47K	Mar 31, 26	--	0.00%
STEPHENS INC /AR/	18.30K	Mar 31, 26	+198	0.00%
WealthTrust Axiom LLC	18.28K	Mar 31, 26	-1.40K	0.00%
Concurrent Investment Advisors, LLC	18.28K	Mar 31, 26	+567	0.00%
MWA Asset Management	18.23K	Mar 31, 26	+50	0.00%
AQR CAPITAL MANAGEMENT LLC	18.13K	Mar 31, 26	--	0.00%
TPG Advisors LLC	17.25K	Mar 31, 26	+5.87K	0.00%
United Advisor Group, LLC	17.22K	Mar 31, 26	+1.26K	0.00%
Foundations Investment Advisors, LLC	17.16K	Mar 31, 26	+17.16K	0.00%
HOLLENCREST CAPITAL MANAGEMENT	16.66K	Mar 31, 26	-455	0.00%
Geneos Wealth Management Inc.	16.44K	Mar 31, 26	+4.60K	0.00%
Beverly Hills Private Wealth, LLC	16.05K	Mar 31, 26	-600	0.00%
Strategic Financial Concepts, LLC	15.95K	Mar 31, 26	+15.95K	0.00%
MELFA WEALTH MANAGEMENT, LLC	15.92K	Mar 31, 26	--	0.00%
Merkkuri Wealth Advisors LLC	15.84K	Mar 31, 26	--	0.00%
Whipplewood Advisors, LLC	15.59K	Mar 31, 26	+299	0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	14.87K	Mar 31, 26	-743	0.00%
US BANCORP \DE\	14.53K	Mar 31, 26	+1.35K	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	14.29K	Mar 31, 26	--	0.00%
Investmark Advisory Group LLC	14.05K	Mar 31, 26	+95	0.00%
Syverson Strege & Co	13.88K	Mar 31, 26	+444	0.00%
Almanack Investment Partners, LLC.	13.36K	Mar 31, 26	--	0.00%
Regal Investment Advisors LLC	13.34K	Mar 31, 26	+13.34K	0.00%
Allworth Financial LP	12.94K	Mar 31, 26	+1.84K	0.00%
Beacon Pointe Advisors, LLC	12.79K	Mar 31, 26	+2.42K	0.00%
GWN SECURITIES INC.	12.63K	Mar 31, 26	--	0.00%
SMART Wealth LLC	12.55K	Mar 31, 26	+12.55K	0.00%
Kagan Cocozza Asset Management	12.38K	Mar 31, 26	+12.38K	0.00%
Mount Yale Investment Advisors, LLC	12.28K	Mar 31, 26	+18	0.00%
Vestmark Advisory Solutions, Inc.	12.28K	Mar 31, 26	+17	0.00%
EP Wealth Advisors, LLC	11.84K	Mar 31, 26	--	0.00%
ADAPT WEALTH ADVISORS, LLC	11.77K	Mar 31, 26	+939	0.00%
Anfield Capital Management, LLC	11.61K	Mar 31, 26	+8.58K	0.00%
Snowden Capital Advisors LLC	11.49K	Mar 31, 26	-675	0.00%
Mezzasalma Advisors, LLC	11.46K	Mar 31, 26	-1.33K	0.00%
Convergence Financial, LLC	11.40K	Mar 31, 26	+11.40K	0.00%
Concord Wealth Partners	11.36K	Mar 31, 26	+426	0.00%
Capital Investment Advisors, LLC	11.08K	Mar 31, 26	-293	0.00%
Financial Alternatives, Inc	10.44K	Mar 31, 26	--	0.00%
BlackRock, Inc.	10.44K	Mar 31, 26	-3.00K	0.00%
Larson Financial Group LLC	10.37K	Mar 31, 26	+3.28K	0.00%
Perennial Investment Advisors, LLC	10.24K	Mar 31, 26	+10.24K	0.00%
Oxbow Advisors, LLC	10.07K	Mar 31, 26	--	0.00%
Ameritas Advisory Services, LLC	10.05K	Mar 31, 26	--	0.00%
Logan Stone Capital, LLC	10.03K	Mar 31, 26	-1.21M	0.00%
WESBANCO BANK INC	10.03K	Mar 31, 26	--	0.00%
Consilium Wealth Advisory, LLC	10.00K	Mar 31, 26	--	0.00%
Leo Wealth, LLC	10.00K	Mar 31, 26	+10.00K	0.00%
CENTAURUS FINANCIAL, INC.	7.59K	Mar 31, 26	-68	0.00%
Golden State Equity Partners	7.00K	Mar 31, 26	+7.00K	0.00%
Atlantic Union Bankshares Corp	4.63K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	4.48K	Mar 31, 26	-23.55K	0.00%
WFA of San Diego, LLC	3.95K	Mar 31, 26	+50	0.00%
IFG Advisory, LLC	3.68K	Mar 31, 26	-121.84K	0.00%
Federation des caisses Desjardins du Quebec	2.79K	Mar 31, 26	-4.11K	0.00%
HUNTINGTON NATIONAL BANK	2.73K	Mar 31, 26	--	0.00%
Osbon Capital Management LLC	2.53K	Mar 31, 26	+2.53K	0.00%
Advisory Services Network, LLC	2.44K	Mar 31, 26	-8.94K	0.00%
Smartleaf Asset Management LLC	2.04K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	2.00K	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	2.00K	Mar 31, 26	+2.00K	0.00%
Western Pacific Wealth Management, LP	2.00K	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	1.85K	Mar 31, 26	+1.85K	0.00%
Sunbelt Securities, Inc.	1.60K	Mar 31, 26	-5.16K	0.00%
Evelyn Partners Asset Management Ltd	1.29K	Mar 31, 26	--	0.00%
Coston, McIsaac & Partners	1.17K	Mar 31, 26	-570	0.00%
North Star Investment Management Corp.	900	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	800	Mar 31, 26	-310	0.00%
ASSETMARK, INC	725	Mar 31, 26	+725	0.00%
Strategic Wealth Partners, Ltd.	530	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	352	Mar 31, 26	--	0.00%
Advisors Asset Management, Inc.	351	Mar 31, 26	+351	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	300	Mar 31, 26	--	0.00%
Avion Wealth	288	Mar 31, 26	+11	0.00%
POM Investment Strategies, LLC	279	Mar 31, 26	+279	0.00%
GABLES CAPITAL MANAGEMENT INC.	275	Mar 31, 26	--	0.00%
SWAN Capital LLC	222	Mar 31, 26	+222	0.00%
Axiom Investment Management LLC	163	Mar 31, 26	+163	0.00%
Parallel Advisors, LLC	94	Mar 31, 26	--	0.00%
Capital Analysts, LLC	92	Mar 31, 26	+92	0.00%
SIGNATUREFD, LLC	85	Mar 31, 26	+85	0.00%
Greykasell Wealth Strategies, Inc.	80	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	1	Mar 31, 26	--	0.00%
Boreal Capital Management LLC	1	Mar 31, 26	+1	0.00%
NCP Inc.	--	Mar 31, 26	-70.94K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-47.02K	--
Dunhill Financial, LLC	--	Mar 31, 26	-510	--
Belpointe Asset Management LLC	--	Mar 31, 26	-20.25K	--
BOK Financial Private Wealth, Inc.	--	Mar 31, 26	-64	--
CFO4Life Group, LLC	--	Mar 31, 26	-19.63K	--
RIVERNORTH CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-2.82M	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-17.31K	--
Marex Group plc	--	Mar 31, 26	-398.21K	--
Kingsview Wealth Management, LLC	--	Mar 31, 26	-11.24K	--
HRT FINANCIAL LP	--	Mar 31, 26	-156.28K	--
Arcus Capital Partners, LLC	--	Mar 31, 26	-22.39K	--
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-28.20K	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-26.80K	--
M Holdings Securities, Inc.	--	Mar 31, 26	-27.16K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-73.55K	--
SOL Capital Management CO	--	Mar 31, 26	-753.72K	--
Resources Investment Advisors, LLC.	--	Mar 31, 26	-17.79K	--
Baker Avenue Asset Management, LP	--	Mar 31, 26	-11.13K	--
Inlight Wealth Management, LLC	--	Mar 31, 26	-450	--
Quarry LP	--	Mar 31, 26	-88.60K	--
Russell Investments Group, Ltd.	--	Mar 31, 26	-3	--
COMERICA BANK	51.95K	Dec 31, 25	-45.60K	0.01%
Prosperity Wealth Management, Inc.	24.78K	Dec 31, 25	+5.97K	0.01%
Global Retirement Partners, LLC	21.65K	Dec 31, 25	+1.47K	0.00%
CIBC Private Wealth Group, LLC	13.97K	Dec 31, 25	-6.05K	0.00%
SageView Advisory Group, LLC	4.17K	Dec 31, 25	+4.17K	0.00%
Heritage Wealth Advisors	2.00K	Dec 31, 25	+2.00K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-9.27K	--
MAS Advisors LLC	60.46K	Sep 30, 25	+12.15K	0.01%
OPTIMUM INVESTMENT ADVISORS	18.60K	Sep 30, 25	--	0.00%
AllSquare Wealth Management LLC	8.41K	Sep 30, 25	--	0.00%
Sonora Investment Management Group, LLC	--	Sep 30, 25	-10.53K	--
L.M. KOHN & COMPANY	--	Sep 30, 25	-11.79K	--
AVANTAX ADVISORY SERVICES, INC.	129.72K	Jun 30, 25	-110.13K	0.03%
Atria Wealth Solutions, Inc.	78.40K	Jun 30, 25	-1.44M	0.02%
Summit X, LLC	23.98K	Jun 30, 25	-36.24K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.70K	Jun 30, 25	+1.70K	0.00%
Orion Portfolio Solutions, LLC	213.37K	Mar 31, 25	+9.80K	0.05%
Lindbrook Capital, LLC	3.00K	Mar 31, 25	--	0.00%
Spectrum Wealth Counsel, LLC	300	Mar 31, 25	--	0.00%
HBC Financial Services, PLLC	5.00K	Dec 31, 24	--	0.00%
AlphaMark Advisors, LLC	1.73K	Dec 31, 24	+86	0.00%
WR Wealth Planners, LLC	837	Dec 31, 24	+28	0.00%
Sugarloaf Wealth Management, LLC	809	Dec 31, 24	-444	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.28K	--
Raymond James Financial Services Advisors, Inc.	739.09K	Sep 30, 24	+98.92K	0.16%
RAYMOND JAMES & ASSOCIATES	241.40K	Sep 30, 24	-185.83K	0.05%
RAYMOND JAMES TRUST N.A.	48.74K	Sep 30, 24	--	0.01%
Gateway Advisory, LLC	41.80K	Sep 30, 24	+776	0.01%
All Season Financial Advisors, Inc.	38.21K	Sep 30, 24	+555	0.01%
Waypoint Capital Advisors, LLC	16.81K	Sep 30, 24	-5.21K	0.00%
FinTrust Capital Advisors, LLC	1.36K	Sep 30, 24	+1.32K	0.00%
Kingfisher Capital LLC	--	Sep 30, 24	-359.65K	--
SpiderRock Advisors, LLC	--	Sep 30, 24	-18.89K	--
Gratus Capital LLC	12.70K	Jun 30, 24	+12.70K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.99K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-3.47K	--
Cetera Advisors LLC	230.21K	Mar 31, 24	+38.41K	0.05%
Cetera Advisor Networks LLC	151.62K	Mar 31, 24	+6.10K	0.03%
Highlander Capital Management, LLC	5.00K	Mar 31, 24	-700	0.00%
Retirement Group, LLC	1.31K	Mar 31, 24	-6.79K	0.00%
CAMBRIDGE TRUST CO	--	Mar 31, 24	-497	--
FOCUS FINANCIAL NETWORK INC /ADV	30.48K	Dec 31, 23	+30.48K	0.01%
Baystate Wealth Management LLC	1.00K	Dec 31, 23	+1.00K	0.00%
Icon Wealth Partners, LLC	45.72K	Sep 30, 23	-1.46K	0.01%
Claybrook Capital, LLC	37.38K	Sep 30, 23	--	0.01%
BDO Wealth Advisors, LLC	285.19K	Jun 30, 23	+10.08K	0.06%
Kistler-Tiffany Companies, LLC	840	Jun 30, 23	+840	0.00%
ASSET MANAGEMENT CORP /IL/ /ADV	39.35K	Mar 31, 23	-11.99K	0.01%
Lehman & Derafelo Financial Resources LLC	46.61K	Dec 31, 22	-5.57K	0.01%
American Portfolios Advisors	57.46K	Sep 30, 22	+3.08K	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	17.64K	Sep 30, 22	+45	0.00%
Strategic Asset Management, LLC	800	Sep 30, 22	--	0.00%
Spectrum Management Group, LLC	163	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-826	--
B. Riley Wealth Management, Inc.	100.40K	Jun 30, 22	+17.09K	0.02%
Meristem Family Wealth, LLC	53.95K	Mar 31, 22	--	0.01%
STRATEGIC WEALTH MANAGEMENT INC	200.19K	Dec 31, 21	+4.35K	0.04%
NEXT Financial Group, Inc	61.11K	Dec 31, 21	+47.67K	0.01%
Biltmore Capital Advisors LLC	28.55K	Dec 31, 21	+28.55K	0.01%
Crescent Capital Consulting, LLC	8.85K	Dec 31, 21	+218	0.00%
REILLY FINANCIAL ADVISORS, LLC	284	Dec 31, 21	+284	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	43.10K	Sep 30, 21	+8.50K	0.01%
Ameritas Investment Company, LLC	10.88K	Sep 30, 21	+3.30K	0.00%
OLD MISSION CAPITAL, LLC	10.80K	Dec 31, 20	+10.80K	0.00%
Winslow, Evans & Crocker, Inc.	150	Dec 31, 20	--	0.00%
Secrest Blakey & Associates, LLC	137.92K	Sep 30, 20	+21.90K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	154.42K	Dec 31, 19	+16.64K	0.03%
Advisor Group, Inc.	86.95K	Dec 31, 19	+30	0.02%
BB&T SECURITIES, LLC	29.75K	Sep 30, 19	+2.62K	0.01%
Wealth & Pension Services Group, Inc.	22.35K	Sep 30, 19	+402	0.00%
Planning Solutions Group LLC	59.95K	Jun 30, 19	+6.00K	0.01%
NEXT Financial Holdings	600	Mar 31, 19	+600	0.00%
Horizon Kinetics LLC	257.00K	Dec 31, 18	-5.71K	0.06%
PENN MUTUAL LIFE INSURANCE CO	--	Jun 30, 18	-85.00K	--
Allegis Investment Advisors, LLC	--	Mar 31, 18	-7.41K	--
Commonwealth Equity Services, Inc	175.41K	Jun 30, 17	+24.93K	0.04%
TRENT CAPITAL MANAGEMENT INC /NC/	12.34K	Jun 30, 17	+12.34K	0.00%
Virtu KCG Holdings LLC	8.69K	Jun 30, 17	+8.69K	0.00%
FIRST FINANCIAL EQUITY CORPORATION	11.93K	Mar 31, 17	+11.93K	0.00%
MSI Financial Services Inc	14.59K	Dec 31, 16	-1.62K	0.00%
BlackRock Investment Management, LLC	676	Dec 31, 16	+676	0.00%
Stanford Investment Group, Inc.	--	Dec 31, 16	-2.00K	--
Limestone Value Partners, LLC	147.84K	Sep 30, 16	-9.80K	0.03%
Belmont Global Advisors, Inc.	29.57K	Sep 30, 16	--	0.01%
Investors Capital Advisory Services	12.55K	Jun 30, 16	-8.89K	0.00%
SUMMIT CAPITAL MANAGEMENT LLC	21.36K	Mar 31, 16	+696	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-26	--
COHEN & STEERS CAPITAL MANAGEMENT INC	482.57K	Mar 31, 15	+482.57K	0.10%
BAIRD ROBERT W & CO INC /WI/	--	Mar 31, 15	-12.79K	--
FOUNDERS BANK & TRUST	2.66K	Dec 31, 14	--	0.00%
UBS AG	556.65K	Sep 30, 14	+231.77K	0.12%
COMMUNITY BANK SYSTEM, INC.	500	Sep 30, 14	--	0.00%
US GLOBAL INVESTORS FUNDS	5.00K	Dec 31, 13	+5.00K	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-8.02K	--

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Holder

Date

Change

% Held

J.W. COLE ADVISORS, INC.

1.51M

Jun 30, 26

+1.50M

0.33%

PFG Investments, LLC

1.44M

Jun 30, 26

-87.16K

0.31%

Cyndeo Wealth Partners, LLC

927.45K

Jun 30, 26

+307.63K

0.20%

INDEPENDENT FINANCIAL GROUP, LLC

717.42K

Jun 30, 26

-14.13K

0.16%

Bensler, LLC

566.94K

Jun 30, 26

+41.07K

0.12%

Noble Wealth Management PBC

537.56K

Jun 30, 26

-40.30K

0.12%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

462.19K

Jun 30, 26

+11.51K

0.10%

Wealthcare Advisory Partners LLC

436.79K

Jun 30, 26

-1.10K

0.09%

Wagner Wealth Management, LLC

374.83K

Jun 30, 26

+4.49K

0.08%

LifeWealth Investments, LLC

362.65K

Jun 30, 26

-6.59K

0.08%

RFG Advisory, LLC

308.98K

Jun 30, 26

+117.21K

0.07%

Capital Investment Advisory Services, LLC

246.80K

Jun 30, 26

-2.02K

0.05%

Beta Wealth Group, Inc.

224.19K

Jun 30, 26

-3.27K

0.05%

R.P. Boggs & Co.

182.88K

Jun 30, 26

-2.41K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

174.29K

Jun 30, 26

+96.40K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

169.29K

Jun 30, 26

+183

0.04%

Smith Asset Management Co., LLC

160.83K

Jun 30, 26

-1.67K

0.03%

Farther Finance Advisors, LLC

141.33K

Jun 30, 26

-221.29K

0.03%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

139.79K

Jun 30, 26

-1.14K

0.03%

Focus Financial Network, Inc.

133.61K

Jun 30, 26

+30.75K

0.03%

MRA Advisory Group

98.08K

Jun 30, 26

+3.26K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

92.12K

Jun 30, 26

-3.49K

0.02%

Parisi Gray Wealth Management

76.01K

Jun 30, 26

+1.03K

0.02%

SEAVIEW INVESTMENT MANAGERS LLC

69.74K

Jun 30, 26

+22.70K

0.02%

HF Advisory Group, LLC

69.33K

Jun 30, 26

+7.91K

0.02%

Duncan Williams Asset Management, LLC

68.01K

Jun 30, 26

+9.87K

0.01%

Significant Wealth Partners LLC

61.59K

Jun 30, 26

+1.13K

0.01%

Merit Financial Group, LLC

53.30K

Jun 30, 26

-5.11K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

53.14K

Jun 30, 26

0.01%

Fiduciary Alliance LLC

50.32K

Jun 30, 26

+3.34K

0.01%

Traynor Capital Management, Inc.

50.09K

Jun 30, 26

+29.68K

0.01%

CoreCap Advisors, LLC

50.01K

Jun 30, 26

-1.33K

0.01%

Prospera Financial Services Inc

49.88K

Jun 30, 26

-3.14K

0.01%

First Heartland Consultants, Inc.

48.96K

Jun 30, 26

+4.81K

0.01%

WORLD EQUITY GROUP, INC.

48.88K

Jun 30, 26

+10.64K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

45.58K

Jun 30, 26

+93

0.01%

Accredited Investors Inc.

45.53K

Jun 30, 26

+952

0.01%

BENJAMIN EDWARDS INC

41.41K

Jun 30, 26

+25.33K

0.01%

Key Client Fiduciary Advisors, LLC

38.94K

Jun 30, 26

-1.72K

0.01%

Brookstone Capital Management

37.78K

Jun 30, 26

+3.98K

0.01%

IFP Advisors, Inc

37.63K

Jun 30, 26

+2.86K

0.01%

E&G Advisors, LP

35.39K

Jun 30, 26

-249

0.01%

SUMMITRY LLC

35.00K

Jun 30, 26

+23.00K

0.01%

Lewis Asset Management, LLC

33.37K

Jun 30, 26

-15.42K

0.01%

Ramiah Investment Group

33.32K

Jun 30, 26

+2.30K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

31.47K

Jun 30, 26

+6.18K

0.01%

Certified Advisory Corp

31.03K

Jun 30, 26

+324

0.01%

Valeo Financial Advisors, LLC

30.05K

Jun 30, 26

+156

0.01%

Cornerstone Wealth Management, LLC

27.44K

Jun 30, 26

-937

0.01%

GenWealth Group, Inc.

27.14K

Jun 30, 26

+7.08K

0.01%

Summit Financial Wealth Advisors, LLC

26.12K

Jun 30, 26

-2.37K

0.01%

Herold Advisors, Inc.

25.95K

Jun 30, 26

+4.22K

0.01%

HBW Advisory Services LLC

25.79K

Jun 30, 26

-15

0.01%

Oxinas Partners Wealth Management LLC

25.14K

Jun 30, 26

+1.06K

0.01%

Apollon Wealth Management, LLC

24.71K

Jun 30, 26

+830

0.01%

NOVEM GROUP

24.10K

Jun 30, 26

-1.39K

0.01%

Future Financial Wealth Managment LLC

24.00K

Jun 30, 26

-4.05K

0.01%

Thomasville National Bank

23.25K

Jun 30, 26

+23.25K

0.01%

Attessa Capital LLC

22.79K

Jun 30, 26

+12.01K

0.00%

Mallini Complete Financial Planning LLC

22.13K

Jun 30, 26

+2.15K

0.00%

Sage Capital Advisors,llc

20.96K

Jun 30, 26

-1.41K

0.00%

Avidian Wealth Solutions, LLC

19.19K

Jun 30, 26

-347

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

18.13K

Jun 30, 26

-410

0.00%

Lifestyle Asset Management, Inc.

17.89K

Jun 30, 26

+7.89K

0.00%

AdvisorNet Financial, Inc

17.13K

Jun 30, 26

-2.87K

0.00%

MELFA WEALTH MANAGEMENT, LLC

15.92K

Jun 30, 26

0.00%

CERTIOR FINANCIAL GROUP, LLC

15.76K

Jun 30, 26

-1.44K

0.00%

Abel Hall, LLC

15.00K

Jun 30, 26

0.00%

Spire Wealth Management

14.78K

Jun 30, 26

-2.62K

0.00%

CWC Advisors, LLC.

14.52K

Jun 30, 26

0.00%

Triumph Capital Management

14.39K

Jun 30, 26

+907

0.00%

D.A. DAVIDSON & CO.

14.36K

Jun 30, 26

-2.08K

0.00%

BCS Wealth Management

13.90K

Jun 30, 26

0.00%

Patriot Financial Group Insurance Agency, LLC

13.76K

Jun 30, 26

-18.80K

0.00%

Silverleafe Capital Partners, LLC

13.64K

Jun 30, 26

+1.32K

0.00%

Gradient Investments LLC

13.36K

Jun 30, 26

+13.36K

0.00%

Sound Income Strategies, LLC

12.33K

Jun 30, 26

+4.78K

0.00%

FIRETHORN WEALTH PARTNERS, LLC

11.72K

Jun 30, 26

+439

0.00%

Fortis Group Advisors, LLC

11.45K

Jun 30, 26

0.00%

Synergy Asset Management, LLC

10.92K

Jun 30, 26

+10.92K

0.00%

NBC SECURITIES, INC.

10.90K

Jun 30, 26

-899

0.00%

SeaCrest Wealth Management, LLC

10.40K

Jun 30, 26

0.00%

Strategic Blueprint, LLC

10.32K

Jun 30, 26

+10.32K

0.00%

WEBSTER BANK, N. A.

6.46K

Jun 30, 26

0.00%

FNY Investment Advisers, LLC

5.60K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

5.51K

Jun 30, 26

+1.81K

0.00%

EverSource Wealth Advisors, LLC

5.00K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

3.62K

Jun 30, 26

0.00%

FIRST HORIZON CORP

3.45K

Jun 30, 26

+93

0.00%

Bogart Wealth, LLC

3.35K

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

3.13K

Jun 30, 26

+123

0.00%

EASTERN BANK

3.00K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

2.98K

Jun 30, 26

-1.55K

0.00%

LRI Investments, LLC

2.20K

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

1.84K

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

1.70K

Jun 30, 26

-420

0.00%

Aspect Partners, LLC

1.44K

Jun 30, 26

+57

0.00%

PFS Partners, LLC

1.38K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.32K

Jun 30, 26

+52

0.00%

Financial Management Professionals, Inc.

1.09K

Jun 30, 26

+41

0.00%

LifeSteps Financial, Inc.

1.00K

Jun 30, 26

+1.00K

0.00%

COUNTRY TRUST BANK

1.00K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

962

Jun 30, 26

+962

0.00%

Key FInancial Inc

500

Jun 30, 26

+467

0.00%

HM PAYSON & CO

475

Jun 30, 26

+475

0.00%

SALEM INVESTMENT COUNSELORS INC

450

Jun 30, 26

+275

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

253

Jun 30, 26

+253

0.00%

Bangor Savings Bank

250

Jun 30, 26

+250

0.00%

Roble, Belko & Company, Inc

200

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

100

Jun 30, 26

0.00%

LGT Financial Advisors LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+89

0.00%

Holos Integrated Wealth LLC

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

-40

Global Wealth Strategies & Associates

Jun 30, 26

-5.63K

Buska Wealth Management, LLC

Jun 30, 26

-35.45K

SIGNATUREFD, LLC

Jun 30, 26

-85

BENNETT SELBY INVESTMENTS LP

Jun 30, 26

-20.25K

Beaird Harris Wealth Management, LLC

Jun 30, 26

-362

Arlington Capital Management, Inc.

Jun 30, 26

-40.10K

LEAVELL INVESTMENT MANAGEMENT, INC.

Jun 30, 26

-10.71K

MORGAN STANLEY

12.90M

Mar 31, 26

+202.83K

2.80%

LPL Financial LLC

5.29M

Mar 31, 26

+414.91K

1.15%

BANK OF AMERICA CORP /DE/

3.04M

Mar 31, 26

+102.62K

0.66%

Cetera Investment Advisers

1.71M

Mar 31, 26

+110.66K

0.37%

UBS Group AG

1.65M

Mar 31, 26

+53.97K

0.36%

WELLS FARGO & COMPANY/MN

1.59M

Mar 31, 26

-621.04K

0.35%

ADVISOR GROUP HOLDINGS, INC.

1.58M

Mar 31, 26

+143.83K

0.34%

ROYAL BANK OF CANADA

1.54M

Mar 31, 26

+146.25K

0.33%

RAYMOND JAMES FINANCIAL INC

1.45M

Mar 31, 26

+86.46K

0.32%

COHEN & STEERS, INC.

1.43M

Mar 31, 26

+248.44K

0.31%

TD Waterhouse Canada Inc.

1.30M

Mar 31, 26

+86.56K

0.28%

Cambridge Investment Research Advisors, Inc.

1.18M

Mar 31, 26

+78.36K

0.26%

Private Advisor Group, LLC

876.12K

Mar 31, 26

+42.34K

0.19%

Cerity Partners LLC

790.07K

Mar 31, 26

+767.62K

0.17%

Mission Hills Financial Advisory, LLC

724.19K

Mar 31, 26

+41.72K

0.16%

GUGGENHEIM CAPITAL LLC

693.62K

Mar 31, 26

-4.00K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

596.29K

Mar 31, 26

-708.89K

0.13%

Cornerstone Advisory, LLC

568.66K

Mar 31, 26

-47.53K

0.12%

Janney Montgomery Scott LLC

483.92K

Mar 31, 26

+71.06K

0.10%

Summit Financial, LLC

458.80K

Mar 31, 26

+27.19K

0.10%

ENVESTNET ASSET MANAGEMENT INC

449.36K

Mar 31, 26

+66.92K

0.10%

ALLIANCEBERNSTEIN L.P.

403.46K

Mar 31, 26

-2.20K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

398.82K

Mar 31, 26

+306.10K

0.09%

NewEdge Advisors, LLC

385.17K

Mar 31, 26

+49.24K

0.08%

VERUS CAPITAL PARTNERS, LLC

380.47K

Mar 31, 26

+132.77K

0.08%

Arkadios Wealth Advisors

380.36K

Mar 31, 26

+363.66K

0.08%

Destiny Wealth Partners, LLC

370.61K

Mar 31, 26

+370.61K

0.08%

Kestra Advisory Services, LLC

362.23K

Mar 31, 26

+12.04K

0.08%

AE Wealth Management LLC

338.36K

Mar 31, 26

+171.59K

0.07%

ALLIUM FINANCIAL ADVISORS, LLC

329.89K

Mar 31, 26

+41.81K

0.07%

Brinker Capital Investments, LLC

316.10K

Mar 31, 26

+28.31K

0.07%

XTX Topco Ltd

288.11K

Mar 31, 26

+7.10K

0.06%

PRINCIPAL SECURITIES, INC.

278.44K

Mar 31, 26

+23.99K

0.06%

HighTower Advisors, LLC

274.54K

Mar 31, 26

-9.35K

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

249.22K

Mar 31, 26

+167.91K

0.05%

U.S. Capital Wealth Advisors, LLC

232.99K

Mar 31, 26

+9.85K

0.05%

BANK OF MONTREAL /CAN/

224.56K

Mar 31, 26

+40.96K

0.05%

Morse Asset Management, Inc

200.91K

Mar 31, 26

+6.34K

0.04%

QUARRY HILL ADVISORS, LLC

193.25K

Mar 31, 26

+9.70K

0.04%

Equitable Holdings, Inc.

182.47K

Mar 31, 26

+24.27K

0.04%

RETIREMENT PLANNING GROUP, LLC / NY

177.81K

Mar 31, 26

-9.86K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

174.82K

Mar 31, 26

-76.82K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

167.09K

Mar 31, 26

-1.91K

0.04%

Pensionmark Financial Group, LLC

156.24K

Mar 31, 26

+81.88K

0.03%

Thomas J. Herzfeld Advisors, Inc.

154.86K

Mar 31, 26

+2.01K

0.03%

Flagship Private Wealth, LLC

151.92K

Mar 31, 26

+10.98K

0.03%

Tennessee Valley Asset Management Partners

145.09K

Mar 31, 26

+13.42K

0.03%

STIFEL FINANCIAL CORP

142.89K

Mar 31, 26

-5.58K

0.03%

JANE STREET GROUP, LLC

141.40K

Mar 31, 26

-469.58K

0.03%

ALEXANDER LABRUNERIE & CO., INC.

129.94K

Mar 31, 26

+6.33K

0.03%

Elm3 Financial Group, LLC

128.84K

Mar 31, 26

+7.89K

0.03%

GILL CAPITAL PARTNERS, LLC

127.06K

Mar 31, 26

-4.85K

0.03%

Anchor Capital Management Group Inc

124.30K

Mar 31, 26

0.03%

Kovack Advisors, Inc.

122.31K

Mar 31, 26

+51.51K

0.03%

MEANS INVESTMENT CO., INC.

119.24K

Mar 31, 26

-12.21K

0.03%

AlphaStar Capital Management, LLC

117.39K

Mar 31, 26

-12.10K

0.03%

Navis Wealth Advisors, LLC

112.20K

Mar 31, 26

+112.20K

0.02%

Wealthstar Advisors, LLC

109.00K

Mar 31, 26

-2.54K

0.02%

TCG Advisory Services, LLC

107.64K

Mar 31, 26

+16.91K

0.02%

Independent Advisor Alliance

104.12K

Mar 31, 26

+104.12K

0.02%

MorganRosel Wealth Management, LLC

103.16K

Mar 31, 26

+42.28K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

95.61K

Mar 31, 26

-2.77K

0.02%

Rockefeller Capital Management L.P.

95.57K

Mar 31, 26

+27.42K

0.02%

Mariner, LLC

92.25K

Mar 31, 26

+7.09K

0.02%

Williams Jones Wealth Management, LLC.

87.39K

Mar 31, 26

-11.51K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

87.06K

Mar 31, 26

-247.05K

0.02%

Marks Group Wealth Management, Inc

85.17K

Mar 31, 26

-4.81K

0.02%

Sanctuary Advisors, LLC

83.80K

Mar 31, 26

+15.07K

0.02%

MML INVESTORS SERVICES, LLC

82.25K

Mar 31, 26

-4.88K

0.02%

MAI Capital Management

81.20K

Mar 31, 26

+5.87K

0.02%

Western Wealth Management, LLC

78.34K

Mar 31, 26

+14.13K

0.02%

CAPTRUST FINANCIAL ADVISORS

78.12K

Mar 31, 26

+6.79K

0.02%

CIBC WORLD MARKET INC.

74.28K

Mar 31, 26

-1.32K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

73.19K

Mar 31, 26

+2.61K

0.02%

WEDBUSH SECURITIES INC

73.18K

Mar 31, 26

+9.87K

0.02%

IEQ CAPITAL, LLC

72.88K

Mar 31, 26

+23.95K

0.02%

OPPENHEIMER & CO INC

72.22K

Mar 31, 26

+276

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

72.05K

Mar 31, 26

+21.88K

0.02%

Americana Partners, LLC

71.97K

Mar 31, 26

+1.30K

0.02%

Baird Financial Group, Inc.

70.64K

Mar 31, 26

-120.89K

0.02%

Stratos Wealth Partners, LTD.

70.64K

Mar 31, 26

-7.16K

0.02%

PRIVATE TRUST CO NA

70.32K

Mar 31, 26

0.02%

SCOTIA CAPITAL INC.

69.91K

Mar 31, 26

+1.58K

0.02%

Cresset Asset Management, LLC

68.04K

Mar 31, 26

+1.64K

0.01%

Tradition Wealth Management, LLC

62.59K

Mar 31, 26

+3.02K

0.01%

IHT Wealth Management, LLC

61.96K

Mar 31, 26

+26.20K

0.01%

FIFTH THIRD BANCORP

60.23K

Mar 31, 26

+60.23K

0.01%

BROWN ADVISORY INC

57.56K

Mar 31, 26

-14.02K

0.01%

White Knight Strategic Wealth Advisors, LLC

56.96K

Mar 31, 26

+56.96K

0.01%

JOURNEY STRATEGIC WEALTH LLC

53.30K

Mar 31, 26

+7.47K

0.01%

Savant Capital, LLC

52.81K

Mar 31, 26

+5.07K

0.01%

Outlook Wealth Advisors, LLC

52.72K

Mar 31, 26

-1.81K

0.01%

Virtu Financial LLC

52.20K

Mar 31, 26

-7.92K

0.01%

HORIZON KINETICS ASSET MANAGEMENT LLC

51.48K

Mar 31, 26

+727

0.01%

Lido Advisors, LLC

49.01K

Mar 31, 26

+4.59K

0.01%

Mach-1 Financial Group, LLC

48.59K

Mar 31, 26

+698

0.01%

TRUIST FINANCIAL CORP

48.57K

Mar 31, 26

-409

0.01%

Goldstone Financial Group, LLC

48.15K

Mar 31, 26

-1.01K

0.01%

Garden State Investment Advisory Services LLC

45.84K

Mar 31, 26

0.01%

Verity Asset Management, Inc.

45.65K

Mar 31, 26

+3.88K

0.01%

Sovran Advisors, LLC

45.34K

Mar 31, 26

+593

0.01%

Stratos Wealth Advisors, LLC

44.71K

Mar 31, 26

+1.67K

0.01%

Resurgent Financial Advisors LLC

44.41K

Mar 31, 26

+1.34K

0.01%

Samalin Investment Counsel, LLC

43.85K

Mar 31, 26

-4.81K

0.01%

Ausdal Financial Partners, Inc.

42.97K

Mar 31, 26

+25.01K

0.01%

Gateway Wealth Partners, LLC

42.47K

Mar 31, 26

+26.21K

0.01%

Beacon Financial Advisory LLC

40.03K

Mar 31, 26

+2.04K

0.01%

VectorGlobal IAG, Inc.

38.73K

Mar 31, 26

+38.73K

0.01%

Integrated Wealth Concepts LLC

38.63K

Mar 31, 26

+38.63K

0.01%

NewEdge Wealth, LLC

37.58K

Mar 31, 26

+712

0.01%

Kaizen Financial Strategies

37.05K

Mar 31, 26

+993

0.01%

INSIGNEO ADVISORY SERVICES, LLC

37.03K

Mar 31, 26

+7.37K

0.01%

StoneX Group Inc.

36.24K

Mar 31, 26

-11.87K

0.01%

LaSalle St. Investment Advisors, LLC

35.89K

Mar 31, 26

0.01%

Soltis Investment Advisors LLC

35.41K

Mar 31, 26

-12.04K

0.01%

Colony Group, LLC

35.02K

Mar 31, 26

+22.61K

0.01%

AMERIFLEX GROUP, INC.

33.71K

Mar 31, 26

+10.24K

0.01%

Pathstone Holdings, LLC

33.59K

Mar 31, 26

+16.96K

0.01%

Atomi Financial Group, Inc.

32.91K

Mar 31, 26

+1.20K

0.01%

Safe Harbor Fiduciary, LLC

32.77K

Mar 31, 26

-22.00K

0.01%

GOLDMAN SACHS GROUP INC

32.72K

Mar 31, 26

+888

0.01%

CI Private Wealth, LLC

31.84K

Mar 31, 26

+12.61K

0.01%

Steward Partners Investment Advisory, LLC

31.53K

Mar 31, 26

-1.94K

0.01%

CURA WEALTH ADVISORS, LLC

31.28K

Mar 31, 26

+465

0.01%

CWM, LLC

29.93K

Mar 31, 26

+8.95K

0.01%

NATIONAL BANK OF CANADA /FI/

29.59K

Mar 31, 26

+4.62K

0.01%

HARBOUR INVESTMENTS, INC.

29.34K

Mar 31, 26

+18.02K

0.01%

Buckingham Strategic Partners

28.69K

Mar 31, 26

+28.69K

0.01%

Chicago Partners Investment Group LLC

27.24K

Mar 31, 26

+6.83K

0.01%

WCG Wealth Advisors LLC

27.04K

Mar 31, 26

+976

0.01%

Creekside Partners

26.35K

Mar 31, 26

+13.16K

0.01%

Capital CS Group, LLC

26.27K

Mar 31, 26

+2.68K

0.01%

Jackson Hole Capital Partners, LLC

25.63K

Mar 31, 26

+5.01K

0.01%

Maridea Wealth Management LLC

25.41K

Mar 31, 26

+1.83K

0.01%

Sigma Planning Corp

25.05K

Mar 31, 26

-182

0.01%

TWO SIGMA SECURITIES, LLC

24.86K

Mar 31, 26

+24.86K

0.01%

FIRST FOUNDATION ADVISORS

23.88K

Mar 31, 26

0.01%

Creative Planning

23.77K

Mar 31, 26

-10.37K

0.01%

Venture Visionary Partners LLC

23.36K

Mar 31, 26

-394

0.01%

Clear Creek Financial Management, LLC

23.01K

Mar 31, 26

+535

0.00%

Aviance Capital Partners, LLC

22.86K

Mar 31, 26

+205

0.00%

Nicholas Hoffman & Company, LLC.

22.57K

Mar 31, 26

0.00%

Koshinski Asset Management, Inc.

22.55K

Mar 31, 26

-590

0.00%

Heirloom Wealth Management

22.01K

Mar 31, 26

+22.01K

0.00%

Kingstone Capital Partners Texas, LLC

21.82K

Mar 31, 26

+21.82K

0.00%

Keystone Wealth Services, LLC

21.79K

Mar 31, 26

+21.79K

0.00%

Disciplined Investments, LLC

20.62K

Mar 31, 26

+380

0.00%

SFMG, LLC

20.00K

Mar 31, 26

+20.00K

0.00%

NOMURA HOLDINGS INC

19.52K

Mar 31, 26

+1.43K

0.00%

Savvy Advisors, Inc.

19.02K

Mar 31, 26

-130

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

18.94K

Mar 31, 26

+4.86K

0.00%

VestGen Advisors, LLC

18.83K

Mar 31, 26

0.00%

GHE, LLC

18.50K

Mar 31, 26

+1.30K

0.00%

Mathes Company, Inc.

18.47K

Mar 31, 26

0.00%

STEPHENS INC /AR/

18.30K

Mar 31, 26

+198

0.00%

WealthTrust Axiom LLC

18.28K

Mar 31, 26

-1.40K

0.00%

Concurrent Investment Advisors, LLC

18.28K

Mar 31, 26

+567

0.00%

MWA Asset Management

18.23K

Mar 31, 26

+50

0.00%

AQR CAPITAL MANAGEMENT LLC

18.13K

Mar 31, 26

0.00%

TPG Advisors LLC

17.25K

Mar 31, 26

+5.87K

0.00%

United Advisor Group, LLC

17.22K

Mar 31, 26

+1.26K

0.00%

Foundations Investment Advisors, LLC

17.16K

Mar 31, 26

+17.16K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

16.66K

Mar 31, 26

-455

0.00%

Geneos Wealth Management Inc.

16.44K

Mar 31, 26

+4.60K

0.00%

Beverly Hills Private Wealth, LLC

16.05K

Mar 31, 26

-600

0.00%

Strategic Financial Concepts, LLC

15.95K

Mar 31, 26

+15.95K

0.00%

MELFA WEALTH MANAGEMENT, LLC

15.92K

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

15.84K

Mar 31, 26

0.00%

Whipplewood Advisors, LLC

15.59K

Mar 31, 26

+299

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

14.87K

Mar 31, 26

-743

0.00%

US BANCORP \DE\

14.53K

Mar 31, 26

+1.35K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

14.29K

Mar 31, 26

0.00%

Investmark Advisory Group LLC

14.05K

Mar 31, 26

+95

0.00%

Syverson Strege & Co

13.88K

Mar 31, 26

+444

0.00%

Almanack Investment Partners, LLC.

13.36K

Mar 31, 26

0.00%

Regal Investment Advisors LLC

13.34K

Mar 31, 26

+13.34K

0.00%

Allworth Financial LP

12.94K

Mar 31, 26

+1.84K

0.00%

Beacon Pointe Advisors, LLC

12.79K

Mar 31, 26

+2.42K

0.00%

GWN SECURITIES INC.

12.63K

Mar 31, 26

0.00%

SMART Wealth LLC

12.55K

Mar 31, 26

+12.55K

0.00%

Kagan Cocozza Asset Management

12.38K

Mar 31, 26

+12.38K

0.00%

Mount Yale Investment Advisors, LLC

12.28K

Mar 31, 26

+18

0.00%

Vestmark Advisory Solutions, Inc.

12.28K

Mar 31, 26

+17

0.00%

EP Wealth Advisors, LLC

11.84K

Mar 31, 26

0.00%

ADAPT WEALTH ADVISORS, LLC

11.77K

Mar 31, 26

+939

0.00%

Anfield Capital Management, LLC

11.61K

Mar 31, 26

+8.58K

0.00%

Snowden Capital Advisors LLC

11.49K

Mar 31, 26

-675

0.00%

Mezzasalma Advisors, LLC

11.46K

Mar 31, 26

-1.33K

0.00%

Convergence Financial, LLC

11.40K

Mar 31, 26

+11.40K

0.00%

Concord Wealth Partners

11.36K

Mar 31, 26

+426

0.00%

Capital Investment Advisors, LLC

11.08K

Mar 31, 26

-293

0.00%

Financial Alternatives, Inc

10.44K

Mar 31, 26

0.00%

BlackRock, Inc.

10.44K

Mar 31, 26

-3.00K

0.00%

Larson Financial Group LLC

10.37K

Mar 31, 26

+3.28K

0.00%

Perennial Investment Advisors, LLC

10.24K

Mar 31, 26

+10.24K

0.00%

Oxbow Advisors, LLC

10.07K

Mar 31, 26

0.00%

Ameritas Advisory Services, LLC

10.05K

Mar 31, 26

0.00%

Logan Stone Capital, LLC

10.03K

Mar 31, 26

-1.21M

0.00%

WESBANCO BANK INC

10.03K

Mar 31, 26

0.00%

Consilium Wealth Advisory, LLC

10.00K

Mar 31, 26

0.00%

Leo Wealth, LLC

10.00K

Mar 31, 26

+10.00K

0.00%

CENTAURUS FINANCIAL, INC.

7.59K

Mar 31, 26

-68

0.00%

Golden State Equity Partners

7.00K

Mar 31, 26

+7.00K

0.00%

Atlantic Union Bankshares Corp

4.63K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

4.48K

Mar 31, 26

-23.55K

0.00%

WFA of San Diego, LLC

3.95K

Mar 31, 26

+50

0.00%

IFG Advisory, LLC

3.68K

Mar 31, 26

-121.84K

0.00%

Federation des caisses Desjardins du Quebec

2.79K

Mar 31, 26

-4.11K

0.00%

HUNTINGTON NATIONAL BANK

2.73K

Mar 31, 26

0.00%

Osbon Capital Management LLC

2.53K

Mar 31, 26

+2.53K

0.00%

Advisory Services Network, LLC

2.44K

Mar 31, 26

-8.94K

0.00%

Smartleaf Asset Management LLC

2.04K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

2.00K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

2.00K

Mar 31, 26

+2.00K

0.00%

Western Pacific Wealth Management, LP

2.00K

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

1.85K

Mar 31, 26

+1.85K

0.00%

Sunbelt Securities, Inc.

1.60K

Mar 31, 26

-5.16K

0.00%

Evelyn Partners Asset Management Ltd

1.29K

Mar 31, 26

0.00%

Coston, McIsaac & Partners

1.17K

Mar 31, 26

-570

0.00%

North Star Investment Management Corp.

900

Mar 31, 26

0.00%

Root Financial Partners, LLC

800

Mar 31, 26

-310

0.00%

ASSETMARK, INC

725

Mar 31, 26

+725

0.00%

Strategic Wealth Partners, Ltd.

530

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

352

Mar 31, 26

0.00%

Advisors Asset Management, Inc.

351

Mar 31, 26

+351

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

300

Mar 31, 26

0.00%

Avion Wealth

288

Mar 31, 26

+11

0.00%

POM Investment Strategies, LLC

279

Mar 31, 26

+279

0.00%

GABLES CAPITAL MANAGEMENT INC.

275

Mar 31, 26

0.00%

SWAN Capital LLC

222

Mar 31, 26

+222

0.00%

Axiom Investment Management LLC

163

Mar 31, 26

+163

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

Capital Analysts, LLC

Mar 31, 26

+92

0.00%

SIGNATUREFD, LLC

Mar 31, 26

+85

0.00%

Greykasell Wealth Strategies, Inc.

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

0.00%

Boreal Capital Management LLC

Mar 31, 26

0.00%

NCP Inc.

Mar 31, 26

-70.94K

CITADEL ADVISORS LLC

Mar 31, 26

-47.02K

Dunhill Financial, LLC

Mar 31, 26

-510

Belpointe Asset Management LLC

Mar 31, 26

-20.25K

BOK Financial Private Wealth, Inc.

Mar 31, 26

-64

CFO4Life Group, LLC

Mar 31, 26

-19.63K

RIVERNORTH CAPITAL MANAGEMENT, LLC

Mar 31, 26

-2.82M

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-17.31K

Marex Group plc

Mar 31, 26

-398.21K

Kingsview Wealth Management, LLC

Mar 31, 26

-11.24K

HRT FINANCIAL LP

Mar 31, 26

-156.28K

Arcus Capital Partners, LLC

Mar 31, 26

-22.39K

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-28.20K

Aptus Capital Advisors, LLC

Mar 31, 26

-26.80K

M Holdings Securities, Inc.

Mar 31, 26

-27.16K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-73.55K

SOL Capital Management CO

Mar 31, 26

-753.72K

Resources Investment Advisors, LLC.

Mar 31, 26

-17.79K

Baker Avenue Asset Management, LP

Mar 31, 26

-11.13K

Inlight Wealth Management, LLC

Mar 31, 26

-450

Quarry LP

Mar 31, 26

-88.60K

Russell Investments Group, Ltd.

Mar 31, 26

-3

COMERICA BANK

51.95K

Dec 31, 25

-45.60K

0.01%

Prosperity Wealth Management, Inc.

24.78K

Dec 31, 25

+5.97K

0.01%

Global Retirement Partners, LLC

21.65K

Dec 31, 25

+1.47K

0.00%

CIBC Private Wealth Group, LLC

13.97K

Dec 31, 25

-6.05K

0.00%

SageView Advisory Group, LLC

4.17K

Dec 31, 25

+4.17K

0.00%

Heritage Wealth Advisors

2.00K

Dec 31, 25

+2.00K

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-9.27K

MAS Advisors LLC

60.46K

Sep 30, 25

+12.15K

0.01%

OPTIMUM INVESTMENT ADVISORS

18.60K

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

8.41K

Sep 30, 25

0.00%

Sonora Investment Management Group, LLC

Sep 30, 25

-10.53K

L.M. KOHN & COMPANY

Sep 30, 25

-11.79K

AVANTAX ADVISORY SERVICES, INC.

129.72K

Jun 30, 25

-110.13K

0.03%

Atria Wealth Solutions, Inc.

78.40K

Jun 30, 25

-1.44M

0.02%

Summit X, LLC

23.98K

Jun 30, 25

-36.24K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.70K

Jun 30, 25

+1.70K

0.00%

Orion Portfolio Solutions, LLC

213.37K

Mar 31, 25

+9.80K

0.05%

Lindbrook Capital, LLC

3.00K

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

300

Mar 31, 25

0.00%

HBC Financial Services, PLLC

5.00K

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

1.73K

Dec 31, 24

+86

0.00%

WR Wealth Planners, LLC

837

Dec 31, 24

+28

0.00%

Sugarloaf Wealth Management, LLC

809

Dec 31, 24

-444

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.28K

Raymond James Financial Services Advisors, Inc.

739.09K

Sep 30, 24

+98.92K

0.16%

RAYMOND JAMES & ASSOCIATES

241.40K

Sep 30, 24

-185.83K

0.05%

RAYMOND JAMES TRUST N.A.

48.74K

Sep 30, 24

0.01%

Gateway Advisory, LLC

41.80K

Sep 30, 24

+776

0.01%

All Season Financial Advisors, Inc.

38.21K

Sep 30, 24

+555

0.01%

Waypoint Capital Advisors, LLC

16.81K

Sep 30, 24

-5.21K

0.00%

FinTrust Capital Advisors, LLC

1.36K

Sep 30, 24

+1.32K

0.00%

Kingfisher Capital LLC

Sep 30, 24

-359.65K

SpiderRock Advisors, LLC

Sep 30, 24

-18.89K

Gratus Capital LLC

12.70K

Jun 30, 24

+12.70K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.99K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-3.47K

Cetera Advisors LLC

230.21K

Mar 31, 24

+38.41K

0.05%

Cetera Advisor Networks LLC

151.62K

Mar 31, 24

+6.10K

0.03%

Highlander Capital Management, LLC

5.00K

Mar 31, 24

-700

0.00%

Retirement Group, LLC

1.31K

Mar 31, 24

-6.79K

0.00%

CAMBRIDGE TRUST CO

Mar 31, 24

-497

FOCUS FINANCIAL NETWORK INC /ADV

30.48K

Dec 31, 23

+30.48K

0.01%

Baystate Wealth Management LLC

1.00K

Dec 31, 23

+1.00K

0.00%

Icon Wealth Partners, LLC

45.72K

Sep 30, 23

-1.46K

0.01%

Claybrook Capital, LLC

37.38K

Sep 30, 23

0.01%

BDO Wealth Advisors, LLC

285.19K

Jun 30, 23

+10.08K

0.06%

Kistler-Tiffany Companies, LLC

840

Jun 30, 23

+840

0.00%

ASSET MANAGEMENT CORP /IL/ /ADV

39.35K

Mar 31, 23

-11.99K

0.01%

Lehman & Derafelo Financial Resources LLC

46.61K

Dec 31, 22

-5.57K

0.01%

American Portfolios Advisors

57.46K

Sep 30, 22

+3.08K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

17.64K

Sep 30, 22

+45

0.00%

Strategic Asset Management, LLC

800

Sep 30, 22

0.00%

Spectrum Management Group, LLC

163

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-826

B. Riley Wealth Management, Inc.

100.40K

Jun 30, 22

+17.09K

0.02%

Meristem Family Wealth, LLC

53.95K

Mar 31, 22

0.01%

STRATEGIC WEALTH MANAGEMENT INC

200.19K

Dec 31, 21

+4.35K

0.04%

NEXT Financial Group, Inc

61.11K

Dec 31, 21

+47.67K

0.01%

Biltmore Capital Advisors LLC

28.55K

Dec 31, 21

+28.55K

0.01%

Crescent Capital Consulting, LLC

8.85K

Dec 31, 21

+218

0.00%

REILLY FINANCIAL ADVISORS, LLC

284

Dec 31, 21

+284

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

43.10K

Sep 30, 21

+8.50K

0.01%

Ameritas Investment Company, LLC

10.88K

Sep 30, 21

+3.30K

0.00%

OLD MISSION CAPITAL, LLC

10.80K

Dec 31, 20

+10.80K

0.00%

Winslow, Evans & Crocker, Inc.

150

Dec 31, 20

0.00%

Secrest Blakey & Associates, LLC

137.92K

Sep 30, 20

+21.90K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

154.42K

Dec 31, 19

+16.64K

0.03%

Advisor Group, Inc.

86.95K

Dec 31, 19

+30

0.02%

BB&T SECURITIES, LLC

29.75K

Sep 30, 19

+2.62K

0.01%

Wealth & Pension Services Group, Inc.

22.35K

Sep 30, 19

+402

0.00%

Planning Solutions Group LLC

59.95K

Jun 30, 19

+6.00K

0.01%

NEXT Financial Holdings

600

Mar 31, 19

+600

0.00%

Horizon Kinetics LLC

257.00K

Dec 31, 18

-5.71K

0.06%

PENN MUTUAL LIFE INSURANCE CO

Jun 30, 18

-85.00K

Allegis Investment Advisors, LLC

Mar 31, 18

-7.41K

Commonwealth Equity Services, Inc

175.41K

Jun 30, 17

+24.93K

0.04%

TRENT CAPITAL MANAGEMENT INC /NC/

12.34K

Jun 30, 17

+12.34K

0.00%

Virtu KCG Holdings LLC

8.69K

Jun 30, 17

+8.69K

0.00%

FIRST FINANCIAL EQUITY CORPORATION

11.93K

Mar 31, 17

+11.93K

0.00%

MSI Financial Services Inc

14.59K

Dec 31, 16

-1.62K

0.00%

BlackRock Investment Management, LLC

676

Dec 31, 16

+676

0.00%

Stanford Investment Group, Inc.

Dec 31, 16

-2.00K

Limestone Value Partners, LLC

147.84K

Sep 30, 16

-9.80K

0.03%

Belmont Global Advisors, Inc.

29.57K

Sep 30, 16

0.01%

Investors Capital Advisory Services

12.55K

Jun 30, 16

-8.89K

0.00%

SUMMIT CAPITAL MANAGEMENT LLC

21.36K

Mar 31, 16

+696

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-26

COHEN & STEERS CAPITAL MANAGEMENT INC

482.57K

Mar 31, 15

+482.57K

0.10%

BAIRD ROBERT W & CO INC /WI/

Mar 31, 15

-12.79K

FOUNDERS BANK & TRUST

2.66K

Dec 31, 14

0.00%

UBS AG

556.65K

Sep 30, 14

+231.77K

0.12%

COMMUNITY BANK SYSTEM, INC.

500

Sep 30, 14

0.00%

US GLOBAL INVESTORS FUNDS

5.00K

Dec 31, 13

+5.00K

0.00%

Jane Street Holding, LLC

Dec 31, 13

-8.02K