How do I set a price alert for PFXF?

To set a PFXF price alert on Stock Alarm Pro, navigate to the PFXF quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for PFXF?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for PFXF. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for PFXF?

Stock Alarm Pro supports over 125 trigger types for PFXF: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about PFXF price changes?

PFXF alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for PFXF alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for PFXF and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

PFXF Institutional Ownership & 13F Filings

VanEck Preferred Securities ex Financials ETF(PFXF)

NYSEClosing price · checked 9:46 PM ETAbout this dataData status

$16.27▼-0.11 (-0.67%)

Extended:$16.25-0.02 (-0.12%)

WatchlistChart Studio

Institutional Ownership

Top 336 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	2.96M	Sep 30, 26	-437.38K	2.31%
MORGAN STANLEY	2.66M	Sep 30, 26	-645.23K	2.08%
State of Wisconsin - Board of Commissioners of Public Lands	1.53M	Sep 30, 26	--	1.19%
MML INVESTORS SERVICES, LLC	1.36M	Sep 30, 26	-324.88K	1.06%
Tanager Wealth Management LLP	1.28M	Sep 30, 26	-245.64K	1.00%
RAYMOND JAMES FINANCIAL INC	1.25M	Sep 30, 26	-622.84K	0.98%
Parkway Wealth Management Group, LLC	839.27K	Sep 30, 26	+19.89K	0.65%
UBS Group AG	689.56K	Sep 30, 26	-17.68K	0.54%
Goldstone Financial Group, LLC	683.31K	Sep 30, 26	+203.71K	0.53%
Good Steward Wealth Advisors,LLC	617.85K	Sep 30, 26	+21.67K	0.48%
Cetera Investment Advisers	572.19K	Sep 30, 26	+293.00K	0.45%
Wealth Intelligence, LLC	531.61K	Sep 30, 26	-15.14K	0.41%
Dougherty & Associates, LLC	524.05K	Sep 30, 26	+14.63K	0.41%
COMMONWEALTH EQUITY SERVICES, LLC	520.56K	Sep 30, 26	+41.21K	0.41%
OSAIC HOLDINGS, INC.	429.70K	Sep 30, 26	+31.14K	0.33%
Concurrent Investment Advisors, LLC	382.70K	Sep 30, 26	+37.76K	0.30%
LEVEL FOUR ADVISORY SERVICES, LLC	368.00K	Sep 30, 26	-15.64K	0.29%
JONES FINANCIAL COMPANIES LLLP	367.42K	Sep 30, 26	+63.87K	0.29%
OPUS INVESTMENT MANAGEMENT INC	366.75K	Sep 30, 26	+179.30K	0.29%
Investors Research Corp	337.66K	Sep 30, 26	+24.28K	0.26%
LARCH CAPITAL PARTNERS LLC	329.96K	Sep 30, 26	--	0.26%
Silver Coast Investments LLC	323.15K	Sep 30, 26	+20.59K	0.25%
Carmel Capital Partners, LLC	286.70K	Sep 30, 26	-9.55K	0.22%
Sanctuary Advisors, LLC	257.03K	Sep 30, 26	+94.66K	0.20%
PARK AVENUE SECURITIES LLC	253.37K	Sep 30, 26	-23.95K	0.20%
Wealthcare Advisory Partners LLC	244.25K	Sep 30, 26	+12.07K	0.19%
Sound Income Strategies, LLC	237.17K	Sep 30, 26	-6.73K	0.18%
Steward Partners Investment Advisory, LLC	236.94K	Sep 30, 26	-12.82K	0.18%
Cambridge Investment Research Advisors, Inc.	228.60K	Sep 30, 26	-75.23K	0.18%
Apella Capital, LLC	228.04K	Sep 30, 26	-15.78K	0.18%
Capital Square, LLC	223.57K	Sep 30, 26	-9.76K	0.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	217.15K	Sep 30, 26	-25.05K	0.17%
Private Advisor Group, LLC	177.34K	Sep 30, 26	+138.74K	0.14%
NTV ASSET MANAGEMENT LLC	173.45K	Sep 30, 26	-5.12K	0.14%
Texas Yale Capital Corp.	166.33K	Sep 30, 26	+129.61K	0.13%
TRUIST FINANCIAL CORP	163.98K	Sep 30, 26	-142	0.13%
Rockefeller Capital Management L.P.	161.83K	Sep 30, 26	+12.78K	0.13%
Mezzasalma Advisors, LLC	148.91K	Sep 30, 26	-154.31K	0.12%
Kestra Advisory Services, LLC	148.16K	Sep 30, 26	+5.05K	0.12%
CASTLEKEEP INVESTMENT ADVISORS LLC	136.66K	Sep 30, 26	--	0.11%
Measured Risk Portfolios, Inc.	133.88K	Sep 30, 26	+7.83K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	133.02K	Sep 30, 26	-6.43K	0.10%
BFC Planning, Inc.	129.71K	Sep 30, 26	+11.40K	0.10%
Lido Advisors, LLC	123.94K	Sep 30, 26	+12.62K	0.10%
STIFEL FINANCIAL CORP	122.36K	Sep 30, 26	+29.09K	0.10%
INDEPENDENT FINANCIAL GROUP, LLC	108.19K	Sep 30, 26	-2.51K	0.08%
D.A. DAVIDSON & CO.	101.70K	Sep 30, 26	-1.17K	0.08%
Chicago Partners Investment Group LLC	100.73K	Sep 30, 26	+759	0.08%
Brookstone Capital Management	99.76K	Sep 30, 26	+55.20K	0.08%
MSH Capital Advisors LLC	99.27K	Sep 30, 26	-1.17K	0.08%
INSIGNEO ADVISORY SERVICES, LLC	94.89K	Sep 30, 26	+4.94K	0.07%
HOWARD WEALTH MANAGEMENT, LLC	92.57K	Sep 30, 26	+2.91K	0.07%
Janney Montgomery Scott LLC	89.78K	Sep 30, 26	+5.65K	0.07%
INTEGRITY ALLIANCE, LLC.	86.25K	Sep 30, 26	-1.54K	0.07%
SHEETS SMITH WEALTH MANAGEMENT	84.30K	Sep 30, 26	-4.32K	0.07%
Atria Investments, Inc	84.03K	Sep 30, 26	+4.34K	0.07%
Joseph P. Lucia & Associates, LLC	82.62K	Sep 30, 26	-200	0.06%
Tassel Capital Management, Inc.	81.69K	Sep 30, 26	+14.04K	0.06%
Superior Planning, LLC	81.34K	Sep 30, 26	+81.34K	0.06%
SAX WEALTH ADVISORS, LLC	75.26K	Sep 30, 26	+781	0.06%
RHODES INVESTMENT ADVISORS INC /ADV	73.64K	Sep 30, 26	-3.83K	0.06%
Tandem Financial, LLC	67.03K	Sep 30, 26	-919	0.05%
Avidian Wealth Enterprises, LLC	66.94K	Sep 30, 26	-10.64K	0.05%
Fortis Capital Management LLC	62.44K	Sep 30, 26	+748	0.05%
Geneos Wealth Management Inc.	61.33K	Sep 30, 26	+1.39K	0.05%
ROMAN BUTLER FULLERTON & CO	57.81K	Sep 30, 26	+395	0.05%
Perigon Wealth Management, LLC	57.24K	Sep 30, 26	+38.53K	0.04%
Powell Investment Advisors, LLC	53.24K	Sep 30, 26	--	0.04%
Stratos Investment Management, LLC	49.33K	Sep 30, 26	-1.96K	0.04%
Etesian Wealth Advisors, Inc.	48.28K	Sep 30, 26	-1.20K	0.04%
Creative Planning	46.30K	Sep 30, 26	+4.94K	0.04%
Sowell Financial Services LLC	44.78K	Sep 30, 26	-3.94K	0.03%
Sumitomo Mitsui Trust Group, Inc.	43.68K	Sep 30, 26	--	0.03%
NewEdge Advisors, LLC	43.62K	Sep 30, 26	-8.37K	0.03%
HARBOUR INVESTMENTS, INC.	43.17K	Sep 30, 26	+1.60K	0.03%
Meridian Financial Partners LLC	41.39K	Sep 30, 26	-69.07K	0.03%
Mariner, LLC	40.58K	Sep 30, 26	+5.25K	0.03%
Mirae Asset Global Investments Co., Ltd.	40.00K	Sep 30, 26	-57.66K	0.03%
HighTower Advisors, LLC	38.91K	Sep 30, 26	-47.31K	0.03%
CAPTRUST FINANCIAL ADVISORS	38.72K	Sep 30, 26	+928	0.03%
DELTA CAPITAL MANAGEMENT LLC	38.35K	Sep 30, 26	--	0.03%
OpenArc Corporate Advisory, LLC	37.49K	Sep 30, 26	-5.14K	0.03%
WEALTH ALLIANCE, LLC	36.88K	Sep 30, 26	+52	0.03%
Sigma Planning Corp	36.19K	Sep 30, 26	+720	0.03%
OneDigital Investment Advisors LLC	33.61K	Sep 30, 26	-16.89K	0.03%
Focus Partners Wealth	33.17K	Sep 30, 26	+18.04K	0.03%
STABLEFORD CAPITAL II LLC	32.25K	Sep 30, 26	--	0.03%
Diesslin Group, Inc.	31.07K	Sep 30, 26	+88	0.02%
BEAM WEALTH ADVISORS, INC.	29.19K	Sep 30, 26	+15.78K	0.02%
Simplicity Wealth,LLC	29.18K	Sep 30, 26	+4.27K	0.02%
Ariadne Wealth Management, LP	28.75K	Sep 30, 26	--	0.02%
Accurate Wealth Management, LLC	28.01K	Sep 30, 26	+497	0.02%
Altium Investment Strategies LLC	28.01K	Sep 30, 26	+600	0.02%
Beaumont Financial Advisors, LLC	27.55K	Sep 30, 26	+6	0.02%
PLIMOTH TRUST CO LLC	27.48K	Sep 30, 26	-550	0.02%
StoneX Group Inc.	26.99K	Sep 30, 26	+26.99K	0.02%
Summit Financial, LLC	26.89K	Sep 30, 26	-260	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	25.27K	Sep 30, 26	+8.28K	0.02%
Bank & Trust Co	25.26K	Sep 30, 26	--	0.02%
Global Retirement Partners, LLC	25.18K	Sep 30, 26	+6.41K	0.02%
Advisory Services Network, LLC	24.19K	Sep 30, 26	+1.35K	0.02%
Marshall Financial Group, LLC	23.33K	Sep 30, 26	-5.58K	0.02%
Gladstone Institutional Advisory LLC	23.22K	Sep 30, 26	+2.49K	0.02%
NATIXIS ADVISORS, LLC	23.07K	Sep 30, 26	+4.62K	0.02%
ACCREDITED INVESTOR SERVICES, LLC	22.72K	Sep 30, 26	--	0.02%
HRT FINANCIAL LP	22.67K	Sep 30, 26	+22.67K	0.02%
Tandem Investment Partners LLC	22.52K	Sep 30, 26	+150	0.02%
IFP Advisors, Inc	22.01K	Sep 30, 26	-3.18K	0.02%
AlphaCore Capital LLC	21.93K	Sep 30, 26	+1.65K	0.02%
Wall Street Financial Group, Inc.	21.61K	Sep 30, 26	+25	0.02%
TCFG Investment Advisors, LLC	20.08K	Sep 30, 26	--	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	19.42K	Sep 30, 26	-1.23K	0.02%
OPPENHEIMER & CO INC	17.75K	Sep 30, 26	--	0.01%
Mission Hills Financial Advisory, LLC	17.31K	Sep 30, 26	+2.77K	0.01%
RFG Advisory, LLC	16.61K	Sep 30, 26	+16.61K	0.01%
KELLEHER FINANCIAL ADVISORS	16.51K	Sep 30, 26	+394	0.01%
Sovran Advisors, LLC	16.40K	Sep 30, 26	+644	0.01%
John Boyer, Inc.	16.14K	Sep 30, 26	+27	0.01%
Stratos Wealth Partners, LTD.	16.03K	Sep 30, 26	-4.92K	0.01%
CENTAURUS FINANCIAL, INC.	15.85K	Sep 30, 26	+1.11K	0.01%
Sequoia Financial Advisors, LLC	15.14K	Sep 30, 26	+84	0.01%
Procyon Advisors, LLC	15.10K	Sep 30, 26	-2.89K	0.01%
Kingsview Wealth Management, LLC	15.06K	Sep 30, 26	+264	0.01%
1834 INVESTMENT ADVISORS CO	14.89K	Sep 30, 26	--	0.01%
Prospera Financial Services Inc	14.25K	Sep 30, 26	+3.07K	0.01%
Cerity Partners LLC	14.16K	Sep 30, 26	-1.34K	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	13.50K	Sep 30, 26	-1.74K	0.01%
Acorn Wealth Advisors, LLC	13.46K	Sep 30, 26	-391	0.01%
Apollon Wealth Management, LLC	13.13K	Sep 30, 26	-1.18K	0.01%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	12.67K	Sep 30, 26	--	0.01%
FIFTH THIRD BANCORP	12.57K	Sep 30, 26	--	0.01%
RAINEY & RANDALL WEALTH ADVISORS INC.	12.39K	Sep 30, 26	+12.39K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	12.27K	Sep 30, 26	-950	0.01%
Creekside Partners	12.25K	Sep 30, 26	--	0.01%
Register Financial Advisors LLC	11.89K	Sep 30, 26	+1.35K	0.01%
O'ROURKE & COMPANY, Inc	11.53K	Sep 30, 26	-417	0.01%
PRIVATE TRUST CO NA	11.43K	Sep 30, 26	--	0.01%
Accel Wealth Management	11.40K	Sep 30, 26	-954	0.01%
MAI Capital Management	11.02K	Sep 30, 26	+11.02K	0.01%
Freestone Capital Holdings, LLC	10.97K	Sep 30, 26	+10.97K	0.01%
Stonebridge Financial Planning Group, LLC	10.83K	Sep 30, 26	+10.83K	0.01%
Pathway Financial Advisers, LLC	10.78K	Sep 30, 26	-4.22K	0.01%
Core Wealth Partners LLC	10.69K	Sep 30, 26	--	0.01%
Darwin Wealth Management, LLC	10.47K	Sep 30, 26	-370	0.01%
SeaCrest Wealth Management, LLC	10.28K	Sep 30, 26	+10.28K	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	10.20K	Sep 30, 26	--	0.01%
STALEY CAPITAL ADVISERS INC	10.00K	Sep 30, 26	--	0.01%
Bank of Ann Arbor	9.62K	Sep 30, 26	+9.62K	0.01%
Farther Finance Advisors, LLC	9.14K	Sep 30, 26	-42.20K	0.01%
Rossby Financial, LCC	8.88K	Sep 30, 26	+8.88K	0.01%
MeadowBrook Investment Advisors LLC	6.82K	Sep 30, 26	+300	0.01%
Qube Research & Technologies Ltd	6.65K	Sep 30, 26	+6.65K	0.01%
BOKF, NA	6.31K	Sep 30, 26	--	0.00%
Founders Financial Alliance, LLC	6.22K	Sep 30, 26	--	0.00%
Hyposwiss Advisors SA	5.70K	Sep 30, 26	--	0.00%
Networth Advisors, LLC	5.22K	Sep 30, 26	+75	0.00%
Capital Investment Advisory Services, LLC	4.61K	Sep 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	4.35K	Sep 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	4.23K	Sep 30, 26	-280	0.00%
LANARK FINANCIAL, INC.	3.60K	Sep 30, 26	--	0.00%
HORIZON KINETICS ASSET MANAGEMENT LLC	3.45K	Sep 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	3.23K	Sep 30, 26	-9.26K	0.00%
Allworth Financial LP	2.62K	Sep 30, 26	--	0.00%
GODSEY & GIBB, INC	2.32K	Sep 30, 26	--	0.00%
FRANKLIN TEMPLETON INC	2.06K	Sep 30, 26	+2.00K	0.00%
Ankerstar Wealth, LLC	1.98K	Sep 30, 26	-259	0.00%
High Point Wealth Management, LLC	1.94K	Sep 30, 26	+1.94K	0.00%
FMR LLC	1.43K	Sep 30, 26	-228	0.00%
JPMORGAN CHASE & CO	1.26K	Sep 30, 26	-145.72K	0.00%
Kingdom Financial Group LLC.	1.12K	Sep 30, 26	+1.12K	0.00%
Signature Resources Capital Management, LLC	1.00K	Sep 30, 26	+1.00K	0.00%
Provenance Wealth Advisors, LLC	1.00K	Sep 30, 26	+1.00K	0.00%
SouthState Bank Corp	1.00K	Sep 30, 26	+1.00K	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	951	Sep 30, 26	--	0.00%
CoreCap Advisors, LLC	845	Sep 30, 26	--	0.00%
Parallel Advisors, LLC	826	Sep 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	735	Sep 30, 26	--	0.00%
West Branch Capital LLC	698	Sep 30, 26	+10	0.00%
Hickory Point Bank & Trust	671	Sep 30, 26	--	0.00%
Fortitude Financial, LLC	645	Sep 30, 26	+645	0.00%
Ameritas Advisory Services, LLC	505	Sep 30, 26	--	0.00%
Larson Financial Group LLC	409	Sep 30, 26	+409	0.00%
Princeton Global Asset Management LLC	396	Sep 30, 26	+117	0.00%
Bogart Wealth, LLC	378	Sep 30, 26	--	0.00%
VISION FINANCIAL MARKETS LLC	350	Sep 30, 26	+5	0.00%
Root Financial Partners, LLC	304	Sep 30, 26	+304	0.00%
Latitude Advisors, LLC	304	Sep 30, 26	+304	0.00%
Horizon Investments, LLC	287	Sep 30, 26	+287	0.00%
EverSource Wealth Advisors, LLC	280	Sep 30, 26	-265	0.00%
MARIETTA INVESTMENT PARTNERS LLC	250	Sep 30, 26	+250	0.00%
Buck Wealth Strategies, LLC	222	Sep 30, 26	+3	0.00%
AE Wealth Management LLC	214	Sep 30, 26	--	0.00%
Markowski Investments	200	Sep 30, 26	--	0.00%
Clearstead Advisors, LLC	184	Sep 30, 26	+3	0.00%
CITIGROUP INC	180	Sep 30, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	105	Sep 30, 26	--	0.00%
VAN ECK ASSOCIATES CORP	95	Sep 30, 26	--	0.00%
SFAM, LLC	34	Sep 30, 26	--	0.00%
Key Capital Management, INC	12	Sep 30, 26	-158	0.00%
Tradewinds Capital Management, LLC	11	Sep 30, 26	-1.19K	0.00%
Spire Wealth Management	2	Sep 30, 26	--	0.00%
Merit Financial Group, LLC	--	Sep 30, 26	-135.64K	--
Realta Investment Advisors	--	Sep 30, 26	-350	--
US BANCORP \DE\	--	Sep 30, 26	-586	--
Blue Trust, Inc.	--	Sep 30, 26	-332	--
CULLEN/FROST BANKERS, INC.	--	Sep 30, 26	-1.00K	--
HAZLETT, BURT & WATSON, INC.	--	Sep 30, 26	-350	--
Rossmore Private Capital	--	Sep 30, 26	-4.00K	--
BNP PARIBAS FINANCIAL MARKETS	--	Sep 30, 26	-48	--
Strategic Wealth Partners, Ltd.	--	Sep 30, 26	-292	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Sep 30, 26	-10.84K	--
Pinnacle Bancorp, Inc.	--	Sep 30, 26	-613	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-1.00K	--
TBH Global Asset Management, LLC	--	Sep 30, 26	-17.44K	--
TUCKER ASSET MANAGEMENT LLC	--	Sep 30, 26	-100	--
JANE STREET GROUP, LLC	--	Sep 30, 26	-31.09K	--
Quadrature Capital Ltd	--	Sep 30, 26	-333.87K	--
CGN Advisors LLC	--	Sep 30, 26	-14.93K	--
Institute for Wealth Management, LLC.	--	Sep 30, 26	-206	--
Aspect Partners, LLC	--	Sep 30, 26	-500	--
GILL CAPITAL PARTNERS, LLC	--	Sep 30, 26	-2.79K	--
AdvisorNet Financial, Inc	--	Sep 30, 26	-283	--
Synergy Investment Management, LLC	--	Sep 30, 26	-451	--
Carson Advisory Inc.	--	Sep 30, 26	-10.50K	--
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	--	Sep 30, 26	-132.93K	--
Guild Investment Management, Inc.	--	Sep 30, 26	-44.83K	--
J.W. COLE ADVISORS, INC.	--	Sep 30, 26	-37.79K	--
Hofer & Associates. Inc	--	Sep 30, 26	-15.33K	--
Treasurer of the State of North Carolina	9.35M	Jun 30, 26	+9.35M	7.28%
BANK OF AMERICA CORP /DE/	6.11M	Jun 30, 26	+757.77K	4.76%
MORGAN STANLEY	3.31M	Jun 30, 26	+43.91K	2.58%
RAYMOND JAMES FINANCIAL INC	1.88M	Jun 30, 26	-42.55K	1.46%
WELLS FARGO & COMPANY/MN	1.86M	Jun 30, 26	+45.58K	1.45%
MML INVESTORS SERVICES, LLC	1.68M	Jun 30, 26	+532.07K	1.31%
ENVESTNET ASSET MANAGEMENT INC	725.10K	Jun 30, 26	+65.01K	0.56%
ROYAL BANK OF CANADA	563.09K	Jun 30, 26	+79.05K	0.44%
Dougherty & Associates, LLC	509.43K	Jun 30, 26	-3.05K	0.40%
Inspire Advisors, LLC	455.12K	Jun 30, 26	+395.68K	0.35%
OSAIC HOLDINGS, INC.	398.55K	Jun 30, 26	+30.78K	0.31%
Quadrature Capital Ltd	333.87K	Jun 30, 26	+322.78K	0.26%
Cetera Investment Advisers	279.19K	Jun 30, 26	+186.37K	0.22%
AMERIPRISE FINANCIAL INC	264.81K	Jun 30, 26	+48.16K	0.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	242.20K	Jun 30, 26	-1.30K	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	206.72K	Jun 30, 26	+206.72K	0.16%
OPUS INVESTMENT MANAGEMENT INC	187.45K	Jun 30, 26	+187.45K	0.15%
Equitable Holdings, Inc.	168.56K	Jun 30, 26	+4.40K	0.13%
Rockefeller Capital Management L.P.	149.06K	Jun 30, 26	-7.18K	0.12%
JPMORGAN CHASE & CO	146.99K	Jun 30, 26	+146.85K	0.11%
AssuredPartners Investment Advisors, LLC	146.16K	Jun 30, 26	+6.41K	0.11%
GUGGENHEIM CAPITAL LLC	110.61K	Jun 30, 26	+7.84K	0.09%
INSIGNEO ADVISORY SERVICES, LLC	89.94K	Jun 30, 26	+6.74K	0.07%
Cassady Wealth & Retirement Planning, LLC	87.36K	Jun 30, 26	+13.76K	0.07%
NewEdge Advisors, LLC	51.98K	Jun 30, 26	+5.49K	0.04%
Stratos Investment Management, LLC	51.29K	Jun 30, 26	-2.62K	0.04%
&PARTNERS	49.37K	Jun 30, 26	+437	0.04%
MPWM ADVISORY SOLUTIONS, LLC	48.77K	Jun 30, 26	+1.20K	0.04%
SHP Wealth Management	44.64K	Jun 30, 26	+30.25K	0.03%
LRI Investments, LLC	40.00K	Jun 30, 26	+40.00K	0.03%
Modern Wealth Management, LLC	36.95K	Jun 30, 26	+36.95K	0.03%
WEALTH ALLIANCE, LLC	36.82K	Jun 30, 26	-4.02K	0.03%
Balanced Rock Investment Advisors LLC	32.40K	Jun 30, 26	+1.90K	0.03%
FIRST MANHATTAN CO. LLC.	29.92K	Jun 30, 26	-3.77K	0.02%
Ausdal Financial Partners, Inc.	29.65K	Jun 30, 26	+1.65K	0.02%
Marshall Financial Group, LLC	28.91K	Jun 30, 26	-3.47K	0.02%
Advisory Services Network, LLC	22.84K	Jun 30, 26	+12.69K	0.02%
Apriem Advisors	21.00K	Jun 30, 26	--	0.02%
Gladstone Institutional Advisory LLC	20.73K	Jun 30, 26	+5.56K	0.02%
Arkadios Wealth Advisors	16.19K	Jun 30, 26	+16.19K	0.01%
Cerity Partners LLC	15.51K	Jun 30, 26	-94	0.01%
Sequoia Financial Advisors, LLC	15.05K	Jun 30, 26	+75	0.01%
Mission Hills Financial Advisory, LLC	14.55K	Jun 30, 26	+500	0.01%
TWO SIGMA SECURITIES, LLC	13.23K	Jun 30, 26	-5.30K	0.01%
World Investment Advisors	12.64K	Jun 30, 26	--	0.01%
O'ROURKE & COMPANY, Inc	11.95K	Jun 30, 26	+93	0.01%
Integrated Wealth Concepts LLC	6.83K	Jun 30, 26	+6.83K	0.01%
IMA Advisory Services, Inc.	5.40K	Jun 30, 26	+5.40K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	4.26K	Jun 30, 26	-11.65K	0.00%
Regatta Research & Money Management	2.62K	Jun 30, 26	+2.62K	0.00%
Ankerstar Wealth, LLC	2.24K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	292	Jun 30, 26	+292	0.00%
AE Wealth Management LLC	214	Jun 30, 26	-15	0.00%
Tower Research Capital LLC (TRC)	30	Jun 30, 26	+30	0.00%
MAI Capital Management	--	Jun 30, 26	-8.04K	--
Proficio Capital Partners LLC	--	Jun 30, 26	-70.15K	--
PRUDENTIAL PLC	--	Jun 30, 26	-6.80K	--
Members Trust Co	--	Jun 30, 26	-11.21K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-2.28K	--
FIRST WILSHIRE SECURITIES MANAGEMENT INC	--	Jun 30, 26	-10.06K	--
Van Hulzen Asset Management, LLC	--	Jun 30, 26	-12.92K	--
Advisory Alpha, LLC	--	Jun 30, 26	-24.42K	--
WealthShield Partners, LLC	--	Jun 30, 26	-5.17K	--
Signature Wealth Management Group	82.47K	Mar 31, 26	+3.41K	0.06%
TCFG WEALTH MANAGEMENT, LLC	20.08K	Mar 31, 26	+175	0.02%
CWM, LLC	19.91K	Mar 31, 26	+15.91K	0.02%
Sunbelt Securities, Inc.	15.35K	Mar 31, 26	-1.50K	0.01%
COMERICA BANK	16.99K	Dec 31, 25	--	0.01%
Motiv8 Investments LLC	175	Dec 31, 25	+175	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.90K	--
CROWLEY WEALTH MANAGEMENT, INC.	550	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	107.17K	Jun 30, 25	+10.15K	0.08%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-500	--
Raymond James Financial Services Advisors, Inc.	1.59M	Sep 30, 24	+334.31K	1.24%
RAYMOND JAMES & ASSOCIATES	744.98K	Sep 30, 24	+39.67K	0.58%
RAYMOND JAMES TRUST N.A.	18.85K	Sep 30, 24	--	0.01%
FinTrust Capital Advisors, LLC	2.46K	Sep 30, 24	--	0.00%
BlackRock Inc.	46.57K	Jun 30, 24	+46.57K	0.04%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.48K	Jun 30, 24	-17	0.00%
Cetera Advisor Networks LLC	22.63K	Mar 31, 24	+1.81K	0.02%
SUMMIT FINANCIAL GROUP, INC.	10.72K	Mar 31, 24	--	0.01%
Retirement Group, LLC	730	Mar 31, 24	--	0.00%
Bartlett & Co. LLC	29.39K	Dec 31, 23	+29.39K	0.02%
PIERSHALE FINANCIAL GROUP, INC.	300	Jun 30, 23	--	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-2.50K	--
Beaumont Financial Partners, LLC	27.93K	Sep 30, 22	-151	0.02%
MUFG Americas Holdings Corp	11.61K	Sep 30, 22	--	0.01%
American Portfolios Advisors	728	Sep 30, 22	-2.67K	0.00%
SWM Advisors	--	Sep 30, 22	-11.84K	--
Nauset Wealth Management. LLC	1	Mar 31, 22	+1	0.00%
NEXT Financial Group, Inc	38.81K	Dec 31, 21	+1.34K	0.03%
Global Financial Private Capital, Inc	3.62K	Jun 30, 20	-727	0.00%
ACCURATE INVESTMENT SOLUTIONS, INC.	--	Mar 31, 20	-95	--
Advisor Group, Inc.	116.03K	Dec 31, 19	+30.80K	0.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.	55.10K	Dec 31, 19	+2.30K	0.04%
BB&T SECURITIES, LLC	51.29K	Sep 30, 19	+7.62K	0.04%
SUNTRUST BANKS INC	21.05K	Sep 30, 19	+24	0.02%
AVIANCE CAPITAL MANAGEMENT, LLC	122.29K	Mar 31, 19	-8.06K	0.10%
NEXT Financial Holdings	2.04K	Mar 31, 19	+2.04K	0.00%
Ken Stern & Associates, Inc.	13.90K	Sep 30, 18	+4	0.01%
XML SECURITIES, LLC	80.15K	Mar 31, 18	+14.07K	0.06%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-58.65K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-40.61K	--
Commonwealth Equity Services, Inc	83.50K	Jun 30, 17	+13.06K	0.07%
iAB Financial Bank	18.05K	Jun 30, 17	+1.55K	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-11.99K	--
MSI Financial Services Inc	22.20K	Dec 31, 16	-9.23K	0.02%
Argentus Capital Management, LLC	--	Dec 31, 16	-8.86K	--