iShares MSCI Global Metals & Mining Producers ETF(PICK)

$65.76—Stale · unknown old

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iShares MSCI Global Metals & Mining Producers ETF(PICK)

USBATS • Last print unknown ago

$65.76—Stale · unknown old

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Institutional Ownership

Top 328 Institutional Holders

Holder	Shares	Date	Change	% Held
SCHRODER INVESTMENT MANAGEMENT GROUP	3.64M	Jun 30, 26	+3.60M	9.81%
Fisher Asset Management, LLC	2.94M	Jun 30, 26	-92.21K	7.93%
BANK OF AMERICA CORP /DE/	1.78M	Jun 30, 26	+720.58K	4.81%
Municipal Employees' Retirement System of Michigan	1.77M	Jun 30, 26	--	4.77%
New Harbor Financial Group, LLC	586.82K	Jun 30, 26	+22.22K	1.58%
Greenline Partners, LLC	506.54K	Jun 30, 26	-1.42K	1.37%
Woodline Partners LP	490.94K	Jun 30, 26	-147.80K	1.33%
MORGAN STANLEY	473.52K	Jun 30, 26	+149.74K	1.28%
STIFEL FINANCIAL CORP	444.72K	Jun 30, 26	-23.20K	1.20%
UBS Group AG	443.18K	Jun 30, 26	+258.66K	1.20%
Proficio Capital Partners LLC	418.76K	Jun 30, 26	+161.65K	1.13%
JANE STREET GROUP, LLC	374.36K	Jun 30, 26	-27.40K	1.01%
Bank Julius Baer & Co. Ltd, Zurich	364.65K	Jun 30, 26	-5.57K	0.98%
BENJAMIN EDWARDS INC	359.88K	Jun 30, 26	-13.40K	0.97%
Quadrature Capital Ltd	326.85K	Jun 30, 26	+326.85K	0.88%
LPL Financial LLC	324.34K	Jun 30, 26	+62.22K	0.88%
Kestra Advisory Services, LLC	299.87K	Jun 30, 26	+10.92K	0.81%
D. E. Shaw & Co., Inc.	293.12K	Jun 30, 26	+280.74K	0.79%
SNS Financial Group, LLC	246.92K	Jun 30, 26	+246.92K	0.67%
RAYMOND JAMES FINANCIAL INC	235.64K	Jun 30, 26	-41.47K	0.64%
GOLDMAN SACHS GROUP INC	223.53K	Jun 30, 26	-6.60K	0.60%
AMERIPRISE FINANCIAL INC	194.19K	Jun 30, 26	+83.32K	0.52%
GTS SECURITIES LLC	187.70K	Jun 30, 26	+130.03K	0.51%
EQUITABLE TRUST CO	182.82K	Jun 30, 26	+182.82K	0.49%
HENGEHOLD CAPITAL MANAGEMENT LLC	181.03K	Jun 30, 26	+181.03K	0.49%
Baird Financial Group, Inc.	168.83K	Jun 30, 26	+112.26K	0.46%
Ackerman Capital Advisors, LLC	164.24K	Jun 30, 26	-16.58K	0.44%
Rockefeller Capital Management L.P.	157.10K	Jun 30, 26	+33.99K	0.42%
CONFLUENCE INVESTMENT MANAGEMENT LLC	152.20K	Jun 30, 26	+8.23K	0.41%
OLD MISSION CAPITAL LLC	150.35K	Jun 30, 26	+10.57K	0.41%
GFS Advisors, LLC	146.91K	Jun 30, 26	+137.53K	0.40%
Talisman Wealth Advisors LLC	146.35K	Jun 30, 26	+146.35K	0.40%
ROYAL BANK OF CANADA	136.90K	Jun 30, 26	+1.07K	0.37%
ENVESTNET ASSET MANAGEMENT INC	136.89K	Jun 30, 26	-1.30K	0.37%
EDMOND DE ROTHSCHILD HOLDING S.A.	136.05K	Jun 30, 26	--	0.37%
Almanack Investment Partners, LLC.	134.97K	Jun 30, 26	-109.70K	0.36%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	129.82K	Jun 30, 26	+24.46K	0.35%
WELLS FARGO & COMPANY/MN	128.36K	Jun 30, 26	+36.55K	0.35%
THEORY FINANCIAL LLC	127.59K	Jun 30, 26	+25.49K	0.34%
HighTower Advisors, LLC	124.98K	Jun 30, 26	+32.15K	0.34%
Retirement Management Systems Inc.	123.86K	Jun 30, 26	+7.17K	0.33%
First Trust Bank, Ltd.	122.55K	Jun 30, 26	+14.94K	0.33%
Trilogy Capital Inc.	118.14K	Jun 30, 26	+13.06K	0.32%
JPMORGAN CHASE & CO	106.80K	Jun 30, 26	-81.76K	0.29%
Barry Investment Advisors, LLC	92.74K	Jun 30, 26	-2.31K	0.25%
Tepp RIA, LLC	90.28K	Jun 30, 26	+31.15K	0.24%
BlueCrest Capital Management Ltd	90.00K	Jun 30, 26	--	0.24%
ALLIANCEBERNSTEIN L.P.	89.70K	Jun 30, 26	+89.70K	0.24%
Wealthfront Advisers LLC	86.34K	Jun 30, 26	+6.21K	0.23%
Cetera Investment Advisers	84.80K	Jun 30, 26	+4.02K	0.23%
CoreCap Advisors, LLC	81.24K	Jun 30, 26	+21.63K	0.22%
Refined Wealth Management	79.14K	Jun 30, 26	+1.46K	0.21%
ADVISOR GROUP HOLDINGS, INC.	75.03K	Jun 30, 26	+21.82K	0.20%
Sanctuary Advisors, LLC	71.78K	Jun 30, 26	+7.60K	0.19%
Allied Investment Advisors, LLC	70.11K	Jun 30, 26	-260	0.19%
TLS Advisors LLC	68.61K	Jun 30, 26	-32.38K	0.19%
Pinnacle Financial Partners, Inc.	66.52K	Jun 30, 26	+7	0.18%
Qube Research & Technologies Ltd	61.66K	Jun 30, 26	+61.66K	0.17%
Consolidated Investment Group LLC	54.60K	Jun 30, 26	--	0.15%
Clear Harbor Asset Management, LLC	51.11K	Jun 30, 26	-318	0.14%
Concurrent Investment Advisors, LLC	50.33K	Jun 30, 26	+50.33K	0.14%
Principia Wealth Advisory, LLC	48.20K	Jun 30, 26	-8.09K	0.13%
CI Private Wealth, LLC	47.14K	Jun 30, 26	+1.32K	0.13%
Mesirow Financial Investment Management, Inc.	40.54K	Jun 30, 26	+6	0.11%
Vontobel Holding Ltd.	36.80K	Jun 30, 26	-5.00K	0.10%
JONES FINANCIAL COMPANIES LLLP	36.66K	Jun 30, 26	+6.40K	0.10%
WMS Group LLC	36.05K	Jun 30, 26	-460	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	33.62K	Jun 30, 26	+1.95K	0.09%
Forum Finance Group S.A.	32.60K	Jun 30, 26	+11.53K	0.09%
Federation des caisses Desjardins du Quebec	32.56K	Jun 30, 26	+31.52K	0.09%
MML INVESTORS SERVICES, LLC	31.62K	Jun 30, 26	+19.44K	0.09%
RFG Advisory, LLC	30.76K	Jun 30, 26	+30.76K	0.08%
CIBC WORLD MARKET INC.	29.66K	Jun 30, 26	-2.38K	0.08%
Fidelis Capital Partners, LLC	28.38K	Jun 30, 26	+7.23K	0.08%
SCOTIA CAPITAL INC.	27.90K	Jun 30, 26	-62	0.08%
Savvy Advisors, Inc.	26.13K	Jun 30, 26	+419	0.07%
Vermillion Wealth Management, Inc.	24.71K	Jun 30, 26	+2.77K	0.07%
SRS Capital Advisors, Inc.	24.38K	Jun 30, 26	+23.83K	0.07%
Comprehensive Money Management Services LLC	24.20K	Jun 30, 26	+391	0.07%
TRUIST FINANCIAL CORP	24.06K	Jun 30, 26	+794	0.06%
Private Advisor Group, LLC	23.99K	Jun 30, 26	+18.55K	0.06%
SG Americas Securities, LLC	23.01K	Jun 30, 26	+23.01K	0.06%
BARCLAYS PLC	22.73K	Jun 30, 26	--	0.06%
Mariner, LLC	21.71K	Jun 30, 26	-18.22K	0.06%
Creative Planning	20.81K	Jun 30, 26	+110	0.06%
WT Wealth Management	20.00K	Jun 30, 26	+20.00K	0.05%
WESPAC Advisors SoCal, LLC	19.74K	Jun 30, 26	-32	0.05%
Evelyn Partners Group Ltd	19.62K	Jun 30, 26	+19.62K	0.05%
BANK OF MONTREAL /CAN/	19.41K	Jun 30, 26	+1.23K	0.05%
MARSHALL INVESTMENT MANAGEMENT, LLC	19.37K	Jun 30, 26	+18.80K	0.05%
Beacon Pointe Advisors, LLC	19.18K	Jun 30, 26	-1.48K	0.05%
NORTHERN TRUST CORP	18.24K	Jun 30, 26	+959	0.05%
UBS ASSET MANAGEMENT AMERICAS INC	18.03K	Jun 30, 26	+17.91K	0.05%
Miller Global Investments, LLC	17.94K	Jun 30, 26	-573	0.05%
Atomi Financial Group, Inc.	17.31K	Jun 30, 26	+367	0.05%
PEAPACK GLADSTONE FINANCIAL CORP	17.30K	Jun 30, 26	+8.75K	0.05%
HRT FINANCIAL LP	17.10K	Jun 30, 26	+9.19K	0.05%
Elwood & Goetz Wealth Advisory Group, LLC	16.91K	Jun 30, 26	+3.84K	0.05%
Advisor Resource Council	16.50K	Jun 30, 26	+3.39K	0.04%
Synergy Asset Management, LLC	16.39K	Jun 30, 26	+3.37K	0.04%
NOMURA ASSET MANAGEMENT CO LTD	15.52K	Jun 30, 26	--	0.04%
RENAISSANCE TECHNOLOGIES LLC	15.40K	Jun 30, 26	-11.30K	0.04%
Pathstone Holdings, LLC	15.30K	Jun 30, 26	+3.01K	0.04%
Brookstone Capital Management	15.16K	Jun 30, 26	+3.91K	0.04%
Ewing Morris & Co. Investment Partners Ltd.	14.57K	Jun 30, 26	+14.57K	0.04%
BFI Infinity Ltd.	14.25K	Jun 30, 26	--	0.04%
Gateway Wealth Partners, LLC	14.09K	Jun 30, 26	+14.09K	0.04%
BAHL & GAYNOR INC	13.91K	Jun 30, 26	+13.91K	0.04%
Stamos Capital Partners, L.P.	13.61K	Jun 30, 26	+1.29K	0.04%
BAROMETER CAPITAL MANAGEMENT INC.	13.60K	Jun 30, 26	+13.60K	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	13.42K	Jun 30, 26	+32	0.04%
Daiwa Securities Group Inc.	13.10K	Jun 30, 26	-3.00K	0.04%
AGF MANAGEMENT LTD	12.97K	Jun 30, 26	-5.72K	0.04%
Mayflower Financial Advisors, LLC	12.78K	Jun 30, 26	+48	0.03%
BNP PARIBAS ARBITRAGE, SNC	12.58K	Jun 30, 26	+10.06K	0.03%
ABBINGTON INVESTMENT GROUP	12.31K	Jun 30, 26	+101	0.03%
J. Safra Sarasin Holding AG	12.00K	Jun 30, 26	--	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.88K	Jun 30, 26	+750	0.03%
NLB Skladi, upravljanje premozenja, d.o.o.	11.81K	Jun 30, 26	+2.54K	0.03%
LEUTHOLD GROUP, LLC	11.79K	Jun 30, 26	-3.73K	0.03%
SAXON INTERESTS, INC.	11.76K	Jun 30, 26	-246	0.03%
Essex Financial Services, Inc.	10.88K	Jun 30, 26	+214	0.03%
Corecam Pte. Ltd.	10.46K	Jun 30, 26	--	0.03%
OneAscent Financial Services LLC	10.41K	Jun 30, 26	-34	0.03%
Visionary Wealth Advisors	10.07K	Jun 30, 26	+458	0.03%
Dana Investment Advisors, Inc.	9.97K	Jun 30, 26	+9.97K	0.03%
Greenwich Wealth Management LLC	9.94K	Jun 30, 26	-950	0.03%
Cambridge Investment Research Advisors, Inc.	9.92K	Jun 30, 26	-7.63K	0.03%
Resolute Advisors LLC	9.78K	Jun 30, 26	+83	0.03%
Argyle Capital Partners, LLC	9.63K	Jun 30, 26	-545	0.03%
Jefferies Financial Group Inc.	9.31K	Jun 30, 26	-515	0.03%
JBGlobal.com LLC	9.19K	Jun 30, 26	+9.19K	0.02%
Equitable Holdings, Inc.	9.17K	Jun 30, 26	+1.24K	0.02%
Oxbow Advisors, LLC	8.97K	Jun 30, 26	+8.97K	0.02%
Pitcairn Wealth Advisors LLC	8.95K	Jun 30, 26	+8.95K	0.02%
IMC-Chicago, LLC	8.70K	Jun 30, 26	+8.70K	0.02%
ALLSTATE CORP	8.58K	Jun 30, 26	+284	0.02%
VestGen Advisors, LLC	8.53K	Jun 30, 26	+8.53K	0.02%
Heritage Wealth Advisors	8.50K	Jun 30, 26	+8.50K	0.02%
KBC Group NV	8.20K	Jun 30, 26	--	0.02%
Endowment Wealth Management, Inc.	8.06K	Jun 30, 26	+102	0.02%
MEITAV INVESTMENT HOUSE LTD	7.69K	Jun 30, 26	--	0.02%
CAXTON ASSOCIATES LLP	7.64K	Jun 30, 26	+7.64K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.59K	Jun 30, 26	-346	0.02%
FMR LLC	7.51K	Jun 30, 26	+2.65K	0.02%
EVERETT HARRIS & CO /CA/	7.38K	Jun 30, 26	--	0.02%
Tranquilli Financial Advisor LLC	7.33K	Jun 30, 26	+7.33K	0.02%
MOSAIC FAMILY WEALTH PARTNERS, LLC	7.31K	Jun 30, 26	+7.31K	0.02%
TUDOR INVESTMENT CORP ET AL	7.12K	Jun 30, 26	+7.12K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	7.05K	Jun 30, 26	+6.97K	0.02%
Ted Buchan & Co	6.96K	Jun 30, 26	--	0.02%
INSIGNEO ADVISORY SERVICES, LLC	6.84K	Jun 30, 26	--	0.02%
TCG Advisory Services, LLC	6.72K	Jun 30, 26	+6.72K	0.02%
PFG Investments, LLC	6.02K	Jun 30, 26	+97	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	5.62K	Jun 30, 26	-1.17K	0.02%
Fort Sheridan Advisors LLC	5.42K	Jun 30, 26	+2	0.01%
Union Bancaire Privee, UBP SA	5.35K	Jun 30, 26	--	0.01%
NWAM LLC	5.34K	Jun 30, 26	+582	0.01%
CAPITAL ADVISORS INC/OK	5.32K	Jun 30, 26	--	0.01%
CAPTRUST FINANCIAL ADVISORS	5.26K	Jun 30, 26	+673	0.01%
Bank of New York Mellon Corp	5.20K	Jun 30, 26	+5.20K	0.01%
VESTOR CAPITAL, LLC	4.99K	Jun 30, 26	-202.00K	0.01%
XCELSIOR ADVISOR PARTNERS LLC	4.54K	Jun 30, 26	+4.54K	0.01%
Colonial River Wealth Management, LLC	4.52K	Jun 30, 26	-315	0.01%
Indivisible Partners	4.47K	Jun 30, 26	+4.47K	0.01%
Ethos Financial Group, LLC	4.34K	Jun 30, 26	--	0.01%
LVW Advisors, LLC	4.34K	Jun 30, 26	+4.34K	0.01%
Werba Rubin Papier Wealth Management	4.22K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	4.20K	Jun 30, 26	-431	0.01%
Investor's Fiduciary Advisor Network, LLC	4.16K	Jun 30, 26	+4.16K	0.01%
Wealthcare Advisory Partners LLC	4.12K	Jun 30, 26	+511	0.01%
IEQ CAPITAL, LLC	4.10K	Jun 30, 26	+4.10K	0.01%
Integrity Financial Corp /WA	4.04K	Jun 30, 26	--	0.01%
Belvedere Trading LLC	3.90K	Jun 30, 26	+3.90K	0.01%
Quantinno Capital Management LP	3.86K	Jun 30, 26	+202	0.01%
Solstein Capital, LLC	3.83K	Jun 30, 26	--	0.01%
Western Wealth Management, LLC	3.79K	Jun 30, 26	+172	0.01%
Winthrop Advisory Group LLC	3.77K	Jun 30, 26	+3.77K	0.01%
Confluence Wealth Services, Inc.	3.66K	Jun 30, 26	+3.66K	0.01%
Prospera Financial Services Inc	3.58K	Jun 30, 26	+3.58K	0.01%
AQR CAPITAL MANAGEMENT LLC	3.56K	Jun 30, 26	+3.56K	0.01%
Lionshead Wealth Management, LLC	3.50K	Jun 30, 26	+3.50K	0.01%
US BANCORP \DE\	2.60K	Jun 30, 26	-8.46K	0.01%
Erste Asset Management GmbH	2.50K	Jun 30, 26	+2.50K	0.01%
GLENMEDE TRUST CO NA	2.21K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	2.16K	Jun 30, 26	+2.16K	0.01%
United Financial Planning Group LLC	2.16K	Jun 30, 26	+19	0.01%
AE Wealth Management LLC	2.07K	Jun 30, 26	-108	0.01%
MONTAG A & ASSOCIATES INC	1.94K	Jun 30, 26	+1.94K	0.01%
Parallel Advisors, LLC	1.83K	Jun 30, 26	+1.07K	0.00%
FAS Wealth Partners, Inc.	1.69K	Jun 30, 26	+15	0.00%
BlackRock, Inc.	1.66K	Jun 30, 26	+1.43K	0.00%
Elequin Securities, LLC	1.55K	Jun 30, 26	+1.55K	0.00%
Clearstead Advisors, LLC	1.46K	Jun 30, 26	+1.31K	0.00%
Allworth Financial LP	1.45K	Jun 30, 26	-250	0.00%
ROTHSCHILD INVESTMENT LLC	1.39K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.22K	Jun 30, 26	+1.22K	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	1.21K	Jun 30, 26	--	0.00%
Close Asset Management Ltd	1.05K	Jun 30, 26	+805	0.00%
Integrated Wealth Concepts LLC	1.01K	Jun 30, 26	+1.01K	0.00%
DARA CAPITAL US, INC.	1.00K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	970	Jun 30, 26	+970	0.00%
Farther Finance Advisors, LLC	915	Jun 30, 26	+277	0.00%
NATIONAL BANK OF CANADA /FI/	806	Jun 30, 26	+46	0.00%
City State Bank	800	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	669	Jun 30, 26	--	0.00%
BOKF, NA	598	Jun 30, 26	+190	0.00%
Ashton Thomas Private Wealth, LLC	573	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	561	Jun 30, 26	+561	0.00%
Clearstead Trust, LLC	548	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	532	Jun 30, 26	-525	0.00%
Ronald Blue Trust, Inc.	513	Jun 30, 26	+318	0.00%
LFA - Lugano Financial Advisors SA	503	Jun 30, 26	+503	0.00%
IFP Advisors, Inc	500	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	492	Jun 30, 26	+19	0.00%
Larson Financial Group LLC	491	Jun 30, 26	+426	0.00%
Aptus Capital Advisors, LLC	435	Jun 30, 26	+76	0.00%
FRANKLIN RESOURCES INC	430	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	360	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	355	Jun 30, 26	-1.13K	0.00%
SIMPLEX TRADING, LLC	337	Jun 30, 26	-936	0.00%
HARBOUR INVESTMENTS, INC.	335	Jun 30, 26	-10	0.00%
ASSETMARK, INC	318	Jun 30, 26	+221	0.00%
WEBSTER BANK, N. A.	318	Jun 30, 26	--	0.00%
Caitlin John, LLC	266	Jun 30, 26	+2	0.00%
CBIZ Investment Advisory Services, LLC	246	Jun 30, 26	--	0.00%
Ares Financial Consulting, LLC	225	Jun 30, 26	+2	0.00%
MOTCO	200	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	195	Jun 30, 26	+2	0.00%
Nova Wealth Management, Inc.	187	Jun 30, 26	+187	0.00%
BROWN BROTHERS HARRIMAN & CO	179	Jun 30, 26	+179	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	176	Jun 30, 26	-738	0.00%
BRYN MAWR TRUST Co	168	Jun 30, 26	--	0.00%
Downshift Financial, LLC	161	Jun 30, 26	+161	0.00%
Synergy Investment Management, LLC	160	Jun 30, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	155	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	142	Jun 30, 26	+142	0.00%
PRIVATE TRUST CO NA	139	Jun 30, 26	+139	0.00%
Capital Investment Advisory Services, LLC	135	Jun 30, 26	+135	0.00%
Atlatl Advisers LLC	125	Jun 30, 26	+125	0.00%
Comprehensive Financial Planning, Inc./PA	106	Jun 30, 26	+106	0.00%
HOWE & RUSLING INC	106	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	87	Jun 30, 26	+87	0.00%
WealthShield Partners, LLC	84	Jun 30, 26	-11	0.00%
HUNTINGTON NATIONAL BANK	82	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	67	Jun 30, 26	-11	0.00%
FIDUCIARY FINANCIAL ADVISORS	55	Jun 30, 26	+55	0.00%
Triumph Capital Management	50	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	50	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	50	Jun 30, 26	+50	0.00%
ORG Wealth Partners, LLC	49	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	47	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	44	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	26	Jun 30, 26	-109	0.00%
Bear Mountain Capital, Inc.	16	Jun 30, 26	+16	0.00%
JFS WEALTH ADVISORS, LLC	13	Jun 30, 26	+13	0.00%
CITIGROUP INC	1	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-100	--
Pictet & Cie (Europe) SA	--	Jun 30, 26	-48.99K	--
Root Financial Partners, LLC	--	Jun 30, 26	-411	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-16.82K	--
Advisory Services Network, LLC	--	Jun 30, 26	-5.96K	--
Clayton Financial Group LLC	--	Jun 30, 26	-200	--
Phillip James Consulting Co.	--	Jun 30, 26	-232	--
Colonial Trust Co / SC	--	Jun 30, 26	-4.11K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-132	--
TFC Financial Management, Inc.	--	Jun 30, 26	-38	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-1	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-39	--
Friedenthal Financial	--	Jun 30, 26	-2.91K	--
Key FInancial Inc	--	Jun 30, 26	-25	--
MAI Capital Management	--	Jun 30, 26	-650	--
RMG Wealth Management LLC	--	Jun 30, 26	-1.05K	--
Cresset Asset Management, LLC	--	Jun 30, 26	-7.50K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-7.18K	--
Banque Transatlantique SA	--	Jun 30, 26	-715	--
SILVER OAK SECURITIES, INCORPORATED	--	Jun 30, 26	-13.96K	--
BANQUE PICTET & CIE SA	--	Jun 30, 26	-64.97K	--
COOPER INVESTORS PTY LTD	--	Jun 30, 26	-7.80K	--
Community Financial Services Group, LLC	--	Jun 30, 26	-406	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-841	--
Bedell Frazier Investment Counseling, LLC	86.02K	Mar 31, 26	+7.71K	0.23%
U.S. Capital Wealth Advisors, LLC	23.06K	Mar 31, 26	-3.91K	0.06%
Sunbelt Securities, Inc.	1.33K	Mar 31, 26	+680	0.00%
CWM, LLC	1.17K	Mar 31, 26	+366	0.00%
CIBC Private Wealth Group, LLC	5.11K	Dec 31, 25	+3.27K	0.01%
COMERICA BANK	1.66K	Dec 31, 25	--	0.00%
ORG Partners LLC	66	Dec 31, 25	+66	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-459	--
SYNOVUS FINANCIAL CORP	65.66K	Sep 30, 25	--	0.18%
Glenmede Investment Management, LP	2.52K	Sep 30, 25	--	0.01%
Family Firm, Inc.	37.06K	Jun 30, 25	+2.62K	0.10%
AVANTAX ADVISORY SERVICES, INC.	19.27K	Jun 30, 25	+6.18K	0.05%
Smith Anglin Financial, LLC	--	Jun 30, 25	-6.24K	--
Lindbrook Capital, LLC	--	Mar 31, 25	-513	--
WR Wealth Planners, LLC	--	Dec 31, 24	-50	--
RAYMOND JAMES & ASSOCIATES	297.66K	Sep 30, 24	-11.82K	0.80%
Raymond James Financial Services Advisors, Inc.	6.32K	Sep 30, 24	-1.53K	0.02%
Carmichael Hill & Associates, Inc.	312	Sep 30, 24	--	0.00%
Syntrinsic LLC	13	Sep 30, 24	--	0.00%
Cetera Advisor Networks LLC	8.46K	Mar 31, 24	+76	0.02%
CREDIT SUISSE AG/	8.00K	Mar 31, 24	--	0.02%
Cutler Group LLC / CA	700	Mar 31, 24	+700	0.00%
Retirement Group, LLC	700	Mar 31, 24	--	0.00%
Baystate Wealth Management LLC	139	Dec 31, 23	-130	0.00%
Mangham Associates,LLC	35.44K	Sep 30, 23	-32.62K	0.10%
PATHSTONE FAMILY OFFICE, LLC	14.82K	Sep 30, 23	+14.82K	0.04%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.24K	Sep 30, 23	-269	0.02%
Sutton Wealth Advisors Inc.	165	Sep 30, 23	--	0.00%
Veritable, L.P.	14.79K	Jun 30, 23	--	0.04%
AJ WEALTH STRATEGIES, LLC	6.46K	Jun 30, 23	--	0.02%
Kistler-Tiffany Companies, LLC	2.50K	Jun 30, 23	--	0.01%
TimeScale Financial, Inc.	--	Jun 30, 23	-6	--
PICTET ASSET MANAGEMENT SA	--	Jun 30, 23	-981.46K	--
Claraphi Advisory Network, LLC	34.89K	Dec 31, 22	+34.89K	0.09%
Sargent Bickham Lagudis LLC	20	Dec 31, 22	--	0.00%
55I, LLC	20.39K	Sep 30, 22	+20.39K	0.06%
American Research & Management Co.	88	Sep 30, 22	+88	0.00%
American Portfolios Advisors	75	Sep 30, 22	--	0.00%
EXANE DERIVATIVES	98.75K	Jun 30, 22	-53.75K	0.27%
Cordasco Financial Network	--	Jun 30, 22	-100	--
Swaine & Leidel Wealth Services, LLC	4.17K	Mar 31, 22	+4.17K	0.01%
Spring Creek Investment Management, LLC	--	Sep 30, 21	-546.02K	--
PICTET ASSET MANAGEMENT LTD	--	Jun 30, 21	-21.70K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.24K	Dec 31, 19	+1.76K	0.02%
Advisor Group, Inc.	5.52K	Dec 31, 19	-424	0.01%
Commonwealth Equity Services, Inc	23.66K	Jun 30, 17	-5.03K	0.06%
MSI Financial Services Inc	66	Dec 31, 16	+66	0.00%

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Holder

Date

Change

% Held

SCHRODER INVESTMENT MANAGEMENT GROUP

3.64M

Jun 30, 26

+3.60M

9.81%

Fisher Asset Management, LLC

2.94M

Jun 30, 26

-92.21K

7.93%

BANK OF AMERICA CORP /DE/

1.78M

Jun 30, 26

+720.58K

4.81%

Municipal Employees' Retirement System of Michigan

1.77M

Jun 30, 26

4.77%

New Harbor Financial Group, LLC

586.82K

Jun 30, 26

+22.22K

1.58%

Greenline Partners, LLC

506.54K

Jun 30, 26

-1.42K

1.37%

Woodline Partners LP

490.94K

Jun 30, 26

-147.80K

1.33%

MORGAN STANLEY

473.52K

Jun 30, 26

+149.74K

1.28%

STIFEL FINANCIAL CORP

444.72K

Jun 30, 26

-23.20K

1.20%

UBS Group AG

443.18K

Jun 30, 26

+258.66K

1.20%

Proficio Capital Partners LLC

418.76K

Jun 30, 26

+161.65K

1.13%

JANE STREET GROUP, LLC

374.36K

Jun 30, 26

-27.40K

1.01%

Bank Julius Baer & Co. Ltd, Zurich

364.65K

Jun 30, 26

-5.57K

0.98%

BENJAMIN EDWARDS INC

359.88K

Jun 30, 26

-13.40K

0.97%

Quadrature Capital Ltd

326.85K

Jun 30, 26

+326.85K

0.88%

LPL Financial LLC

324.34K

Jun 30, 26

+62.22K

0.88%

Kestra Advisory Services, LLC

299.87K

Jun 30, 26

+10.92K

0.81%

D. E. Shaw & Co., Inc.

293.12K

Jun 30, 26

+280.74K

0.79%

SNS Financial Group, LLC

246.92K

Jun 30, 26

+246.92K

0.67%

RAYMOND JAMES FINANCIAL INC

235.64K

Jun 30, 26

-41.47K

0.64%

GOLDMAN SACHS GROUP INC

223.53K

Jun 30, 26

-6.60K

0.60%

AMERIPRISE FINANCIAL INC

194.19K

Jun 30, 26

+83.32K

0.52%

GTS SECURITIES LLC

187.70K

Jun 30, 26

+130.03K

0.51%

EQUITABLE TRUST CO

182.82K

Jun 30, 26

+182.82K

0.49%

HENGEHOLD CAPITAL MANAGEMENT LLC

181.03K

Jun 30, 26

+181.03K

0.49%

Baird Financial Group, Inc.

168.83K

Jun 30, 26

+112.26K

0.46%

Ackerman Capital Advisors, LLC

164.24K

Jun 30, 26

-16.58K

0.44%

Rockefeller Capital Management L.P.

157.10K

Jun 30, 26

+33.99K

0.42%

CONFLUENCE INVESTMENT MANAGEMENT LLC

152.20K

Jun 30, 26

+8.23K

0.41%

OLD MISSION CAPITAL LLC

150.35K

Jun 30, 26

+10.57K

0.41%

GFS Advisors, LLC

146.91K

Jun 30, 26

+137.53K

0.40%

Talisman Wealth Advisors LLC

146.35K

Jun 30, 26

+146.35K

0.40%

ROYAL BANK OF CANADA

136.90K

Jun 30, 26

+1.07K

0.37%

ENVESTNET ASSET MANAGEMENT INC

136.89K

Jun 30, 26

-1.30K

0.37%

EDMOND DE ROTHSCHILD HOLDING S.A.

136.05K

Jun 30, 26

0.37%

Almanack Investment Partners, LLC.

134.97K

Jun 30, 26

-109.70K

0.36%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

129.82K

Jun 30, 26

+24.46K

0.35%

WELLS FARGO & COMPANY/MN

128.36K

Jun 30, 26

+36.55K

0.35%

THEORY FINANCIAL LLC

127.59K

Jun 30, 26

+25.49K

0.34%

HighTower Advisors, LLC

124.98K

Jun 30, 26

+32.15K

0.34%

Retirement Management Systems Inc.

123.86K

Jun 30, 26

+7.17K

0.33%

First Trust Bank, Ltd.

122.55K

Jun 30, 26

+14.94K

0.33%

Trilogy Capital Inc.

118.14K

Jun 30, 26

+13.06K

0.32%

JPMORGAN CHASE & CO

106.80K

Jun 30, 26

-81.76K

0.29%

Barry Investment Advisors, LLC

92.74K

Jun 30, 26

-2.31K

0.25%

Tepp RIA, LLC

90.28K

Jun 30, 26

+31.15K

0.24%

BlueCrest Capital Management Ltd

90.00K

Jun 30, 26

0.24%

ALLIANCEBERNSTEIN L.P.

89.70K

Jun 30, 26

+89.70K

0.24%

Wealthfront Advisers LLC

86.34K

Jun 30, 26

+6.21K

0.23%

Cetera Investment Advisers

84.80K

Jun 30, 26

+4.02K

0.23%

CoreCap Advisors, LLC

81.24K

Jun 30, 26

+21.63K

0.22%

Refined Wealth Management

79.14K

Jun 30, 26

+1.46K

0.21%

ADVISOR GROUP HOLDINGS, INC.

75.03K

Jun 30, 26

+21.82K

0.20%

Sanctuary Advisors, LLC

71.78K

Jun 30, 26

+7.60K

0.19%

Allied Investment Advisors, LLC

70.11K

Jun 30, 26

-260

0.19%

TLS Advisors LLC

68.61K

Jun 30, 26

-32.38K

0.19%

Pinnacle Financial Partners, Inc.

66.52K

Jun 30, 26

0.18%

Qube Research & Technologies Ltd

61.66K

Jun 30, 26

+61.66K

0.17%

Consolidated Investment Group LLC

54.60K

Jun 30, 26

0.15%

Clear Harbor Asset Management, LLC

51.11K

Jun 30, 26

-318

0.14%

Concurrent Investment Advisors, LLC

50.33K

Jun 30, 26

+50.33K

0.14%

Principia Wealth Advisory, LLC

48.20K

Jun 30, 26

-8.09K

0.13%

CI Private Wealth, LLC

47.14K

Jun 30, 26

+1.32K

0.13%

Mesirow Financial Investment Management, Inc.

40.54K

Jun 30, 26

0.11%

Vontobel Holding Ltd.

36.80K

Jun 30, 26

-5.00K

0.10%

JONES FINANCIAL COMPANIES LLLP

36.66K

Jun 30, 26

+6.40K

0.10%

WMS Group LLC

36.05K

Jun 30, 26

-460

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

33.62K

Jun 30, 26

+1.95K

0.09%

Forum Finance Group S.A.

32.60K

Jun 30, 26

+11.53K

0.09%

Federation des caisses Desjardins du Quebec

32.56K

Jun 30, 26

+31.52K

0.09%

MML INVESTORS SERVICES, LLC

31.62K

Jun 30, 26

+19.44K

0.09%

RFG Advisory, LLC

30.76K

Jun 30, 26

+30.76K

0.08%

CIBC WORLD MARKET INC.

29.66K

Jun 30, 26

-2.38K

0.08%

Fidelis Capital Partners, LLC

28.38K

Jun 30, 26

+7.23K

0.08%

SCOTIA CAPITAL INC.

27.90K

Jun 30, 26

-62

0.08%

Savvy Advisors, Inc.

26.13K

Jun 30, 26

+419

0.07%

Vermillion Wealth Management, Inc.

24.71K

Jun 30, 26

+2.77K

0.07%

SRS Capital Advisors, Inc.

24.38K

Jun 30, 26

+23.83K

0.07%

Comprehensive Money Management Services LLC

24.20K

Jun 30, 26

+391

0.07%

TRUIST FINANCIAL CORP

24.06K

Jun 30, 26

+794

0.06%

Private Advisor Group, LLC

23.99K

Jun 30, 26

+18.55K

0.06%

SG Americas Securities, LLC

23.01K

Jun 30, 26

+23.01K

0.06%

BARCLAYS PLC

22.73K

Jun 30, 26

0.06%

Mariner, LLC

21.71K

Jun 30, 26

-18.22K

0.06%

Creative Planning

20.81K

Jun 30, 26

+110

0.06%

WT Wealth Management

20.00K

Jun 30, 26

+20.00K

0.05%

WESPAC Advisors SoCal, LLC

19.74K

Jun 30, 26

-32

0.05%

Evelyn Partners Group Ltd

19.62K

Jun 30, 26

+19.62K

0.05%

BANK OF MONTREAL /CAN/

19.41K

Jun 30, 26

+1.23K

0.05%

MARSHALL INVESTMENT MANAGEMENT, LLC

19.37K

Jun 30, 26

+18.80K

0.05%

Beacon Pointe Advisors, LLC

19.18K

Jun 30, 26

-1.48K

0.05%

NORTHERN TRUST CORP

18.24K

Jun 30, 26

+959

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

18.03K

Jun 30, 26

+17.91K

0.05%

Miller Global Investments, LLC

17.94K

Jun 30, 26

-573

0.05%

Atomi Financial Group, Inc.

17.31K

Jun 30, 26

+367

0.05%

PEAPACK GLADSTONE FINANCIAL CORP

17.30K

Jun 30, 26

+8.75K

0.05%

HRT FINANCIAL LP

17.10K

Jun 30, 26

+9.19K

0.05%

Elwood & Goetz Wealth Advisory Group, LLC

16.91K

Jun 30, 26

+3.84K

0.05%

Advisor Resource Council

16.50K

Jun 30, 26

+3.39K

0.04%

Synergy Asset Management, LLC

16.39K

Jun 30, 26

+3.37K

0.04%

NOMURA ASSET MANAGEMENT CO LTD

15.52K

Jun 30, 26

0.04%

RENAISSANCE TECHNOLOGIES LLC

15.40K

Jun 30, 26

-11.30K

0.04%

Pathstone Holdings, LLC

15.30K

Jun 30, 26

+3.01K

0.04%

Brookstone Capital Management

15.16K

Jun 30, 26

+3.91K

0.04%

Ewing Morris & Co. Investment Partners Ltd.

14.57K

Jun 30, 26

+14.57K

0.04%

BFI Infinity Ltd.

14.25K

Jun 30, 26

0.04%

Gateway Wealth Partners, LLC

14.09K

Jun 30, 26

+14.09K

0.04%

BAHL & GAYNOR INC

13.91K

Jun 30, 26

+13.91K

0.04%

Stamos Capital Partners, L.P.

13.61K

Jun 30, 26

+1.29K

0.04%

BAROMETER CAPITAL MANAGEMENT INC.

13.60K

Jun 30, 26

+13.60K

0.04%

RETIREMENT PLANNING GROUP, LLC / NY

13.42K

Jun 30, 26

+32

0.04%

Daiwa Securities Group Inc.

13.10K

Jun 30, 26

-3.00K

0.04%

AGF MANAGEMENT LTD

12.97K

Jun 30, 26

-5.72K

0.04%

Mayflower Financial Advisors, LLC

12.78K

Jun 30, 26

+48

0.03%

BNP PARIBAS ARBITRAGE, SNC

12.58K

Jun 30, 26

+10.06K

0.03%

ABBINGTON INVESTMENT GROUP

12.31K

Jun 30, 26

+101

0.03%

J. Safra Sarasin Holding AG

12.00K

Jun 30, 26

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.88K

Jun 30, 26

+750

0.03%

NLB Skladi, upravljanje premozenja, d.o.o.

11.81K

Jun 30, 26

+2.54K

0.03%

LEUTHOLD GROUP, LLC

11.79K

Jun 30, 26

-3.73K

0.03%

SAXON INTERESTS, INC.

11.76K

Jun 30, 26

-246

0.03%

Essex Financial Services, Inc.

10.88K

Jun 30, 26

+214

0.03%

Corecam Pte. Ltd.

10.46K

Jun 30, 26

0.03%

OneAscent Financial Services LLC

10.41K

Jun 30, 26

-34

0.03%

Visionary Wealth Advisors

10.07K

Jun 30, 26

+458

0.03%

Dana Investment Advisors, Inc.

9.97K

Jun 30, 26

+9.97K

0.03%

Greenwich Wealth Management LLC

9.94K

Jun 30, 26

-950

0.03%

Cambridge Investment Research Advisors, Inc.

9.92K

Jun 30, 26

-7.63K

0.03%

Resolute Advisors LLC

9.78K

Jun 30, 26

+83

0.03%

Argyle Capital Partners, LLC

9.63K

Jun 30, 26

-545

0.03%

Jefferies Financial Group Inc.

9.31K

Jun 30, 26

-515

0.03%

JBGlobal.com LLC

9.19K

Jun 30, 26

+9.19K

0.02%

Equitable Holdings, Inc.

9.17K

Jun 30, 26

+1.24K

0.02%

Oxbow Advisors, LLC

8.97K

Jun 30, 26

+8.97K

0.02%

Pitcairn Wealth Advisors LLC

8.95K

Jun 30, 26

+8.95K

0.02%

IMC-Chicago, LLC

8.70K

Jun 30, 26

+8.70K

0.02%

ALLSTATE CORP

8.58K

Jun 30, 26

+284

0.02%

VestGen Advisors, LLC

8.53K

Jun 30, 26

+8.53K

0.02%

Heritage Wealth Advisors

8.50K

Jun 30, 26

+8.50K

0.02%

KBC Group NV

8.20K

Jun 30, 26

0.02%

Endowment Wealth Management, Inc.

8.06K

Jun 30, 26

+102

0.02%

MEITAV INVESTMENT HOUSE LTD

7.69K

Jun 30, 26

0.02%

CAXTON ASSOCIATES LLP

7.64K

Jun 30, 26

+7.64K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.59K

Jun 30, 26

-346

0.02%

FMR LLC

7.51K

Jun 30, 26

+2.65K

0.02%

EVERETT HARRIS & CO /CA/

7.38K

Jun 30, 26

0.02%

Tranquilli Financial Advisor LLC

7.33K

Jun 30, 26

+7.33K

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

7.31K

Jun 30, 26

+7.31K

0.02%

TUDOR INVESTMENT CORP ET AL

7.12K

Jun 30, 26

+7.12K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

7.05K

Jun 30, 26

+6.97K

0.02%

Ted Buchan & Co

6.96K

Jun 30, 26

0.02%

INSIGNEO ADVISORY SERVICES, LLC

6.84K

Jun 30, 26

0.02%

TCG Advisory Services, LLC

6.72K

Jun 30, 26

+6.72K

0.02%

PFG Investments, LLC

6.02K

Jun 30, 26

+97

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

5.62K

Jun 30, 26

-1.17K

0.02%

Fort Sheridan Advisors LLC

5.42K

Jun 30, 26

0.01%

Union Bancaire Privee, UBP SA

5.35K

Jun 30, 26

0.01%

NWAM LLC

5.34K

Jun 30, 26

+582

0.01%

CAPITAL ADVISORS INC/OK

5.32K

Jun 30, 26

0.01%

CAPTRUST FINANCIAL ADVISORS

5.26K

Jun 30, 26

+673

0.01%

Bank of New York Mellon Corp

5.20K

Jun 30, 26

+5.20K

0.01%

VESTOR CAPITAL, LLC

4.99K

Jun 30, 26

-202.00K

0.01%

XCELSIOR ADVISOR PARTNERS LLC

4.54K

Jun 30, 26

+4.54K

0.01%

Colonial River Wealth Management, LLC

4.52K

Jun 30, 26

-315

0.01%

Indivisible Partners

4.47K

Jun 30, 26

+4.47K

0.01%

Ethos Financial Group, LLC

4.34K

Jun 30, 26

0.01%

LVW Advisors, LLC

4.34K

Jun 30, 26

+4.34K

0.01%

Werba Rubin Papier Wealth Management

4.22K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

4.20K

Jun 30, 26

-431

0.01%

Investor's Fiduciary Advisor Network, LLC

4.16K

Jun 30, 26

+4.16K

0.01%

Wealthcare Advisory Partners LLC

4.12K

Jun 30, 26

+511

0.01%

IEQ CAPITAL, LLC

4.10K

Jun 30, 26

+4.10K

0.01%

Integrity Financial Corp /WA

4.04K

Jun 30, 26

0.01%

Belvedere Trading LLC

3.90K

Jun 30, 26

+3.90K

0.01%

Quantinno Capital Management LP

3.86K

Jun 30, 26

+202

0.01%

Solstein Capital, LLC

3.83K

Jun 30, 26

0.01%

Western Wealth Management, LLC

3.79K

Jun 30, 26

+172

0.01%

Winthrop Advisory Group LLC

3.77K

Jun 30, 26

+3.77K

0.01%

Confluence Wealth Services, Inc.

3.66K

Jun 30, 26

+3.66K

0.01%

Prospera Financial Services Inc

3.58K

Jun 30, 26

+3.58K

0.01%

AQR CAPITAL MANAGEMENT LLC

3.56K

Jun 30, 26

+3.56K

0.01%

Lionshead Wealth Management, LLC

3.50K

Jun 30, 26

+3.50K

0.01%

US BANCORP \DE\

2.60K

Jun 30, 26

-8.46K

0.01%

Erste Asset Management GmbH

2.50K

Jun 30, 26

+2.50K

0.01%

GLENMEDE TRUST CO NA

2.21K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

2.16K

Jun 30, 26

+2.16K

0.01%

United Financial Planning Group LLC

2.16K

Jun 30, 26

+19

0.01%

AE Wealth Management LLC

2.07K

Jun 30, 26

-108

0.01%

MONTAG A & ASSOCIATES INC

1.94K

Jun 30, 26

+1.94K

0.01%

Parallel Advisors, LLC

1.83K

Jun 30, 26

+1.07K

0.00%

FAS Wealth Partners, Inc.

1.69K

Jun 30, 26

+15

0.00%

BlackRock, Inc.

1.66K

Jun 30, 26

+1.43K

0.00%

Elequin Securities, LLC

1.55K

Jun 30, 26

+1.55K

0.00%

Clearstead Advisors, LLC

1.46K

Jun 30, 26

+1.31K

0.00%

Allworth Financial LP

1.45K

Jun 30, 26

-250

0.00%

ROTHSCHILD INVESTMENT LLC

1.39K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.22K

Jun 30, 26

+1.22K

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

1.21K

Jun 30, 26

0.00%

Close Asset Management Ltd

1.05K

Jun 30, 26

+805

0.00%

Integrated Wealth Concepts LLC

1.01K

Jun 30, 26

+1.01K

0.00%

DARA CAPITAL US, INC.

1.00K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

970

Jun 30, 26

+970

0.00%

Farther Finance Advisors, LLC

915

Jun 30, 26

+277

0.00%

NATIONAL BANK OF CANADA /FI/

806

Jun 30, 26

+46

0.00%

City State Bank

800

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

669

Jun 30, 26

0.00%

BOKF, NA

598

Jun 30, 26

+190

0.00%

Ashton Thomas Private Wealth, LLC

573

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

561

Jun 30, 26

+561

0.00%

Clearstead Trust, LLC

548

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

532

Jun 30, 26

-525

0.00%

Ronald Blue Trust, Inc.

513

Jun 30, 26

+318

0.00%

LFA - Lugano Financial Advisors SA

503

Jun 30, 26

+503

0.00%

IFP Advisors, Inc

500

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

492

Jun 30, 26

+19

0.00%

Larson Financial Group LLC

491

Jun 30, 26

+426

0.00%

Aptus Capital Advisors, LLC

435

Jun 30, 26

+76

0.00%

FRANKLIN RESOURCES INC

430

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

360

Jun 30, 26

0.00%

NewEdge Advisors, LLC

355

Jun 30, 26

-1.13K

0.00%

SIMPLEX TRADING, LLC

337

Jun 30, 26

-936

0.00%

HARBOUR INVESTMENTS, INC.

335

Jun 30, 26

-10

0.00%

ASSETMARK, INC

318

Jun 30, 26

+221

0.00%

WEBSTER BANK, N. A.

318

Jun 30, 26

0.00%

Caitlin John, LLC

266

Jun 30, 26

0.00%

CBIZ Investment Advisory Services, LLC

246

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

225

Jun 30, 26

0.00%

MOTCO

200

Jun 30, 26

0.00%

Versant Capital Management, Inc

195

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

187

Jun 30, 26

+187

0.00%

BROWN BROTHERS HARRIMAN & CO

179

Jun 30, 26

+179

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

176

Jun 30, 26

-738

0.00%

BRYN MAWR TRUST Co

168

Jun 30, 26

0.00%

Downshift Financial, LLC

161

Jun 30, 26

+161

0.00%

Synergy Investment Management, LLC

160

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

155

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

142

Jun 30, 26

+142

0.00%

PRIVATE TRUST CO NA

139

Jun 30, 26

+139

0.00%

Capital Investment Advisory Services, LLC

135

Jun 30, 26

+135

0.00%

Atlatl Advisers LLC

125

Jun 30, 26

+125

0.00%

Comprehensive Financial Planning, Inc./PA

106

Jun 30, 26

+106

0.00%

HOWE & RUSLING INC

106

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+87

0.00%

WealthShield Partners, LLC

Jun 30, 26

-11

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

-11

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+55

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+50

0.00%

ORG Wealth Partners, LLC

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-109

0.00%

Bear Mountain Capital, Inc.

Jun 30, 26

+16

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+13

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

-100

Pictet & Cie (Europe) SA

Jun 30, 26

-48.99K

Root Financial Partners, LLC

Jun 30, 26

-411

SeaCrest Wealth Management, LLC

Jun 30, 26

-16.82K

Advisory Services Network, LLC

Jun 30, 26

-5.96K

Clayton Financial Group LLC

Jun 30, 26

-200

Phillip James Consulting Co.

Jun 30, 26

-232

Colonial Trust Co / SC

Jun 30, 26

-4.11K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-132

TFC Financial Management, Inc.

Jun 30, 26

-38

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-1

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-39

Friedenthal Financial

Jun 30, 26

-2.91K

Key FInancial Inc

Jun 30, 26

-25

MAI Capital Management

Jun 30, 26

-650

RMG Wealth Management LLC

Jun 30, 26

-1.05K

Cresset Asset Management, LLC

Jun 30, 26

-7.50K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-7.18K

Banque Transatlantique SA

Jun 30, 26

-715

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

-13.96K

BANQUE PICTET & CIE SA

Jun 30, 26

-64.97K

COOPER INVESTORS PTY LTD

Jun 30, 26

-7.80K

Community Financial Services Group, LLC

Jun 30, 26

-406

Opal Wealth Advisors, LLC

Jun 30, 26

-841

Bedell Frazier Investment Counseling, LLC

86.02K

Mar 31, 26

+7.71K

0.23%

U.S. Capital Wealth Advisors, LLC

23.06K

Mar 31, 26

-3.91K

0.06%

Sunbelt Securities, Inc.

1.33K

Mar 31, 26

+680

0.00%

CWM, LLC

1.17K

Mar 31, 26

+366

0.00%

CIBC Private Wealth Group, LLC

5.11K

Dec 31, 25

+3.27K

0.01%

COMERICA BANK

1.66K

Dec 31, 25

0.00%

ORG Partners LLC

Dec 31, 25

+66

0.00%

Northwest Capital Management Inc

Dec 31, 25

-459

SYNOVUS FINANCIAL CORP

65.66K

Sep 30, 25

0.18%

Glenmede Investment Management, LP

2.52K

Sep 30, 25

0.01%

Family Firm, Inc.

37.06K

Jun 30, 25

+2.62K

0.10%

AVANTAX ADVISORY SERVICES, INC.

19.27K

Jun 30, 25

+6.18K

0.05%

Smith Anglin Financial, LLC

Jun 30, 25

-6.24K

Lindbrook Capital, LLC

Mar 31, 25

-513

WR Wealth Planners, LLC

Dec 31, 24

-50

RAYMOND JAMES & ASSOCIATES

297.66K

Sep 30, 24

-11.82K

0.80%

Raymond James Financial Services Advisors, Inc.

6.32K

Sep 30, 24

-1.53K

0.02%

Carmichael Hill & Associates, Inc.

312

Sep 30, 24

0.00%

Syntrinsic LLC

Sep 30, 24

0.00%

Cetera Advisor Networks LLC

8.46K

Mar 31, 24

+76

0.02%

CREDIT SUISSE AG/

8.00K

Mar 31, 24

0.02%

Cutler Group LLC / CA

700

Mar 31, 24

+700

0.00%

Retirement Group, LLC

700

Mar 31, 24

0.00%

Baystate Wealth Management LLC

139

Dec 31, 23

-130

0.00%

Mangham Associates,LLC

35.44K

Sep 30, 23

-32.62K

0.10%

PATHSTONE FAMILY OFFICE, LLC

14.82K

Sep 30, 23

+14.82K

0.04%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.24K

Sep 30, 23

-269

0.02%

Sutton Wealth Advisors Inc.

165

Sep 30, 23

0.00%

Veritable, L.P.

14.79K

Jun 30, 23

0.04%

AJ WEALTH STRATEGIES, LLC

6.46K

Jun 30, 23

0.02%

Kistler-Tiffany Companies, LLC

2.50K

Jun 30, 23

0.01%

TimeScale Financial, Inc.

Jun 30, 23

-6

PICTET ASSET MANAGEMENT SA

Jun 30, 23

-981.46K

Claraphi Advisory Network, LLC

34.89K

Dec 31, 22

+34.89K

0.09%

Sargent Bickham Lagudis LLC

Dec 31, 22

0.00%

55I, LLC

20.39K

Sep 30, 22

+20.39K

0.06%

American Research & Management Co.

Sep 30, 22

+88

0.00%

American Portfolios Advisors

Sep 30, 22

0.00%

EXANE DERIVATIVES

98.75K

Jun 30, 22

-53.75K

0.27%

Cordasco Financial Network

Jun 30, 22

-100

Swaine & Leidel Wealth Services, LLC

4.17K

Mar 31, 22

+4.17K

0.01%

Spring Creek Investment Management, LLC

Sep 30, 21

-546.02K

PICTET ASSET MANAGEMENT LTD

Jun 30, 21

-21.70K

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.24K

Dec 31, 19

+1.76K

0.02%

Advisor Group, Inc.

5.52K

Dec 31, 19

-424

0.01%

Commonwealth Equity Services, Inc

23.66K

Jun 30, 17

-5.03K

0.06%

MSI Financial Services Inc

Dec 31, 16

+66

0.00%