Invesco FTSE RAFI US 1500 Small-Mid ETF(PRFZ)

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Invesco FTSE RAFI US 1500 Small-Mid ETF(PRFZ)

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$54.65—

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PRFZ(PRFZ)

PRFZ

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Institutional Ownership

Top 396 Institutional Holders

Holder	Shares	Date	Change	% Held
Dynamic Advisor Solutions LLC	161.41K	Jun 30, 26	+13.86K	0.33%
Trilogy Capital Inc.	7.97K	Jun 30, 26	--	0.02%
Fermata Advisors, LLC	5.70K	Jun 30, 26	-17	0.01%
Clark Asset Management, LLC	4.37K	Jun 30, 26	+4.37K	0.01%
Martin Capital Partners, LLC	4.27K	Jun 30, 26	+4.27K	0.01%
GAMMA Investing LLC	2.35K	Jun 30, 26	--	0.00%
BANK OF AMERICA CORP /DE/	2.86M	Mar 31, 26	+370.10K	5.79%
LPL Financial LLC	1.38M	Mar 31, 26	+46.38K	2.79%
MORGAN STANLEY	1.19M	Mar 31, 26	+69.98K	2.41%
Waverly Advisors, LLC	1.11M	Mar 31, 26	-17.96K	2.25%
RAYMOND JAMES FINANCIAL INC	1.05M	Mar 31, 26	+20.40K	2.14%
Cetera Investment Advisers	1.03M	Mar 31, 26	+35.36K	2.09%
WELLS FARGO & COMPANY/MN	931.08K	Mar 31, 26	+249.59K	1.89%
Arbor Investment Advisors, LLC	803.59K	Mar 31, 26	+19.51K	1.63%
FIRST FOUNDATION ADVISORS	758.91K	Mar 31, 26	-16.60K	1.54%
ROYAL BANK OF CANADA	703.46K	Mar 31, 26	-81.21K	1.43%
WCG Wealth Advisors LLC	640.46K	Mar 31, 26	+12.60K	1.30%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	412.08K	Mar 31, 26	-167.02K	0.84%
NFP Retirement, Inc.	373.69K	Mar 31, 26	-6.01K	0.76%
Invesco Ltd.	359.43K	Mar 31, 26	-113.61K	0.73%
Baird Financial Group, Inc.	294.62K	Mar 31, 26	+1.26K	0.60%
Sanctuary Advisors, LLC	278.14K	Mar 31, 26	+17.96K	0.56%
Equitable Holdings, Inc.	275.76K	Mar 31, 26	+107.55K	0.56%
Traction Financial Partners, LLC	273.94K	Mar 31, 26	+146.87K	0.56%
Three Bridge Wealth Advisors, LLC	267.34K	Mar 31, 26	+1.56K	0.54%
Johnson & White Wealth Management, LLC	264.30K	Mar 31, 26	+9.46K	0.54%
CAPTRUST FINANCIAL ADVISORS	252.48K	Mar 31, 26	+973	0.51%
Federation des caisses Desjardins du Quebec	251.73K	Mar 31, 26	+251.73K	0.51%
UBS Group AG	243.47K	Mar 31, 26	-13.84K	0.49%
AlphaCore Capital LLC	239.29K	Mar 31, 26	-1.02K	0.49%
Mariner, LLC	226.85K	Mar 31, 26	-1.17K	0.46%
Regal Investment Advisors LLC	174.95K	Mar 31, 26	+1.05K	0.35%
Accredited Investors Inc.	168.81K	Mar 31, 26	-1.20K	0.34%
AQR CAPITAL MANAGEMENT LLC	159.69K	Mar 31, 26	+10.74K	0.32%
Creative Planning	157.28K	Mar 31, 26	+4.25K	0.32%
Arlington Financial Advisors, LLC	156.38K	Mar 31, 26	-6.99K	0.32%
Bank of New York Mellon Corp	150.47K	Mar 31, 26	+9.54K	0.31%
Dynamic Advisor Solutions LLC	147.54K	Mar 31, 26	-116	0.30%
Verum Partners LLC	143.14K	Mar 31, 26	-1.52K	0.29%
JPMORGAN CHASE & CO	126.58K	Mar 31, 26	+10.87K	0.26%
Cornerstone Wealth Management, LLC	123.68K	Mar 31, 26	-126	0.25%
Perigon Wealth Management, LLC	121.31K	Mar 31, 26	-1.56K	0.25%
Cerity Partners LLC	120.62K	Mar 31, 26	+153	0.24%
Charles Schwab Trust Co	115.97K	Mar 31, 26	-472	0.24%
Colony Group, LLC	115.50K	Mar 31, 26	+4.55K	0.23%
Steward Partners Investment Advisory, LLC	114.56K	Mar 31, 26	+2.82K	0.23%
HighTower Advisors, LLC	112.39K	Mar 31, 26	-4.80K	0.23%
ALBION FINANCIAL GROUP /UT	112.20K	Mar 31, 26	--	0.23%
JONES FINANCIAL COMPANIES LLLP	97.71K	Mar 31, 26	+27.07K	0.20%
Wealthspire Advisors, LLC	95.25K	Mar 31, 26	--	0.19%
ENVESTNET ASSET MANAGEMENT INC	82.87K	Mar 31, 26	+5.09K	0.17%
Clearstead Advisors, LLC	82.19K	Mar 31, 26	+81.79K	0.17%
COMMONWEALTH EQUITY SERVICES, LLC	81.47K	Mar 31, 26	-177.23K	0.17%
AMERIPRISE FINANCIAL INC	78.93K	Mar 31, 26	+1.47K	0.16%
WealthBridge Capital Management, LLC	76.88K	Mar 31, 26	+4.74K	0.16%
Sound Stewardship, LLC	75.60K	Mar 31, 26	-1.83K	0.15%
Independent Advisor Alliance	73.20K	Mar 31, 26	+47.26K	0.15%
Breakwater Capital Group	58.38K	Mar 31, 26	+2.72K	0.12%
MERCER GLOBAL ADVISORS INC /ADV	57.95K	Mar 31, 26	-86.54K	0.12%
FMR LLC	55.59K	Mar 31, 26	+5.72K	0.11%
ADVISOR GROUP HOLDINGS, INC.	54.46K	Mar 31, 26	-19	0.11%
Legacy Private Trust Co.	53.70K	Mar 31, 26	-22.47K	0.11%
JFS WEALTH ADVISORS, LLC	53.61K	Mar 31, 26	-1.22K	0.11%
Modern Wealth Management, LLC	53.05K	Mar 31, 26	-17	0.11%
Quantinno Capital Management LP	52.22K	Mar 31, 26	+3.62K	0.11%
DIVERSIFY WEALTH MANAGEMENT, LLC	50.41K	Mar 31, 26	+50.41K	0.10%
Rockefeller Capital Management L.P.	48.85K	Mar 31, 26	+12.42K	0.10%
TD Waterhouse Canada Inc.	47.07K	Mar 31, 26	-8.20K	0.10%
EQ WEALTH ADVISORS, LLC	45.25K	Mar 31, 26	-344	0.09%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	44.24K	Mar 31, 26	-47.38K	0.09%
Advisory Services Network, LLC	40.76K	Mar 31, 26	-784	0.08%
GSG Advisors LLC	39.87K	Mar 31, 26	+39	0.08%
IEQ CAPITAL, LLC	39.53K	Mar 31, 26	+6.59K	0.08%
Kestra Advisory Services, LLC	34.09K	Mar 31, 26	-409	0.07%
Bell Investment Advisors, Inc	33.67K	Mar 31, 26	-758	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.30K	Mar 31, 26	+28.41K	0.07%
US BANCORP \DE\	33.19K	Mar 31, 26	+1.31K	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	33.05K	Mar 31, 26	+3.42K	0.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	32.72K	Mar 31, 26	-16.71K	0.07%
Savant Capital, LLC	32.38K	Mar 31, 26	+968	0.07%
Evercore Wealth Management, LLC	31.16K	Mar 31, 26	--	0.06%
Resonant Capital Advisors, LLC	30.39K	Mar 31, 26	+474	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28.48K	Mar 31, 26	-354	0.06%
Whipplewood Advisors, LLC	28.10K	Mar 31, 26	-509	0.06%
KWB Wealth	26.99K	Mar 31, 26	-354	0.05%
FORVIS Wealth Advisors, LLC	26.55K	Mar 31, 26	-660	0.05%
New England Private Wealth Advisors LLC	25.07K	Mar 31, 26	+9	0.05%
BENJAMIN EDWARDS INC	24.93K	Mar 31, 26	+2.86K	0.05%
CI Private Wealth, LLC	24.26K	Mar 31, 26	+693	0.05%
SHAKESPEARE WEALTH MANAGEMENT, INC.	23.10K	Mar 31, 26	--	0.05%
Buckingham Strategic Partners	22.80K	Mar 31, 26	+2.64K	0.05%
Private Advisor Group, LLC	22.76K	Mar 31, 26	-342	0.05%
M Holdings Securities, Inc.	22.43K	Mar 31, 26	--	0.05%
Sequoia Financial Advisors, LLC	22.27K	Mar 31, 26	-446	0.05%
Institute for Wealth Management, LLC.	21.97K	Mar 31, 26	-470	0.04%
OMNI 360 Wealth, Inc.	20.86K	Mar 31, 26	+811	0.04%
Smith, Salley & Associates	20.74K	Mar 31, 26	--	0.04%
CITIGROUP INC	20.10K	Mar 31, 26	+41	0.04%
Stratos Wealth Partners, LTD.	19.38K	Mar 31, 26	-567	0.04%
Pacific Center for Financial Services	19.36K	Mar 31, 26	-483	0.04%
Marquette Asset Management, LLC	18.93K	Mar 31, 26	--	0.04%
D.A. DAVIDSON & CO.	18.50K	Mar 31, 26	-225	0.04%
Fidelis Capital Partners, LLC	18.45K	Mar 31, 26	--	0.04%
NORTHERN TRUST CORP	18.42K	Mar 31, 26	+1.97K	0.04%
Parallel Advisors, LLC	18.40K	Mar 31, 26	--	0.04%
WADDELL & ASSOCIATES, LLC	17.87K	Mar 31, 26	-406	0.04%
Integrated Advisors Network LLC	17.53K	Mar 31, 26	-2.34K	0.04%
PFG Advisors	17.37K	Mar 31, 26	-19.39K	0.04%
Merit Financial Group, LLC	17.20K	Mar 31, 26	+11.62K	0.03%
Advance Capital Management, Inc.	17.17K	Mar 31, 26	+492	0.03%
Legacy Trust	17.07K	Mar 31, 26	--	0.03%
Cambridge Investment Research Advisors, Inc.	16.98K	Mar 31, 26	-71	0.03%
MAI Capital Management	16.57K	Mar 31, 26	-700	0.03%
FIRST MANHATTAN CO. LLC.	15.65K	Mar 31, 26	+15.65K	0.03%
Wealthfront Advisers LLC	15.46K	Mar 31, 26	+2.54K	0.03%
Lido Advisors, LLC	14.99K	Mar 31, 26	-11.38K	0.03%
SILVER OAK SECURITIES, INCORPORATED	14.98K	Mar 31, 26	+844	0.03%
Golden Bell Financial Planning LLC	14.21K	Mar 31, 26	--	0.03%
RiverFront Investment Group, LLC	14.09K	Mar 31, 26	+1.50K	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	13.91K	Mar 31, 26	+12.05K	0.03%
NewEdge Advisors, LLC	13.86K	Mar 31, 26	+1.64K	0.03%
NATIXIS ADVISORS, L.P.	13.68K	Mar 31, 26	+13.68K	0.03%
Oxler Private Wealth LLC	13.63K	Mar 31, 26	-646	0.03%
Harbour Capital Advisors, LLC	13.50K	Mar 31, 26	--	0.03%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	13.47K	Mar 31, 26	-86	0.03%
Beacon Pointe Advisors, LLC	13.45K	Mar 31, 26	+4.72K	0.03%
Atria Investments, Inc	13.14K	Mar 31, 26	+2.50K	0.03%
Revolve Wealth Partners, LLC	13.00K	Mar 31, 26	--	0.03%
Cresset Asset Management, LLC	12.85K	Mar 31, 26	+2.47K	0.03%
Larson Financial Group LLC	12.75K	Mar 31, 26	-3.15K	0.03%
EP Wealth Advisors, LLC	12.48K	Mar 31, 26	+546	0.03%
BlackRock, Inc.	12.42K	Mar 31, 26	+7.36K	0.03%
Tradition Wealth Management, LLC	12.34K	Mar 31, 26	+3	0.03%
Sterling Financial Planning, Inc.	12.12K	Mar 31, 26	-984	0.02%
CWM, LLC	11.98K	Mar 31, 26	+5.90K	0.02%
GLENMEDE TRUST CO NA	11.82K	Mar 31, 26	+25	0.02%
FIRETHORN WEALTH PARTNERS, LLC	11.57K	Mar 31, 26	+5.62K	0.02%
Kathmere Capital Management, LLC	11.55K	Mar 31, 26	-17	0.02%
Essex Financial Services, Inc.	11.41K	Mar 31, 26	+3	0.02%
Western Wealth Management, LLC	11.26K	Mar 31, 26	-997	0.02%
HARBOUR INVESTMENT MANAGEMENT LLC	11.00K	Mar 31, 26	--	0.02%
SRS Capital Advisors, Inc.	10.94K	Mar 31, 26	+3	0.02%
JOHNSON INVESTMENT COUNSEL INC	10.93K	Mar 31, 26	--	0.02%
EnRich Financial Partners LLC	10.85K	Mar 31, 26	-54	0.02%
Virtus Family Office LLC	10.50K	Mar 31, 26	+10.50K	0.02%
AIMZ Investment Advisors, LLC	10.50K	Mar 31, 26	--	0.02%
Capital Investment Advisors, LLC	10.41K	Mar 31, 26	+4.93K	0.02%
Bragg Financial Advisors, Inc	10.15K	Mar 31, 26	-415	0.02%
Aviance Capital Partners, LLC	10.01K	Mar 31, 26	+3	0.02%
FIRST HAWAIIAN BANK	9.86K	Mar 31, 26	--	0.02%
WealthShield Partners, LLC	9.78K	Mar 31, 26	-490	0.02%
Prairiewood Capital, LLC	9.72K	Mar 31, 26	--	0.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	9.47K	Mar 31, 26	+849	0.02%
Quadcap Wealth Management, LLC	8.88K	Mar 31, 26	--	0.02%
Sigma Planning Corp	8.62K	Mar 31, 26	-169	0.02%
STIFEL FINANCIAL CORP	8.43K	Mar 31, 26	+264	0.02%
Farther Finance Advisors, LLC	8.30K	Mar 31, 26	+2.36K	0.02%
Janney Montgomery Scott LLC	8.20K	Mar 31, 26	+530	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8.18K	Mar 31, 26	+3.12K	0.02%
REGIONS FINANCIAL CORP	8.06K	Mar 31, 26	--	0.02%
Snowden Capital Advisors LLC	7.80K	Mar 31, 26	-6	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	7.75K	Mar 31, 26	+2.42K	0.02%
PEAPACK GLADSTONE FINANCIAL CORP	7.75K	Mar 31, 26	--	0.02%
LAIRD NORTON TRUST COMPANY, LLC	7.70K	Mar 31, 26	--	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	7.42K	Mar 31, 26	--	0.02%
Spire Wealth Management	7.41K	Mar 31, 26	+295	0.02%
CENTRAL TRUST Co	7.36K	Mar 31, 26	--	0.01%
Vise Technologies, Inc.	7.31K	Mar 31, 26	--	0.01%
Valeo Financial Advisors, LLC	7.25K	Mar 31, 26	--	0.01%
Colonial Trust Advisors	7.15K	Mar 31, 26	--	0.01%
BLAIR WILLIAM & CO/IL	7.12K	Mar 31, 26	--	0.01%
Plante Moran Financial Advisors, LLC	7.04K	Mar 31, 26	--	0.01%
Vertex Planning Partners, LLC	7.04K	Mar 31, 26	+6	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	6.91K	Mar 31, 26	+191	0.01%
Mascoma Wealth Management LLC	6.80K	Mar 31, 26	--	0.01%
COURIER CAPITAL LLC	6.75K	Mar 31, 26	--	0.01%
Financial Alternatives, Inc	6.56K	Mar 31, 26	-130	0.01%
BROWN ADVISORY INC	6.50K	Mar 31, 26	-690	0.01%
FAS Wealth Partners, Inc.	6.42K	Mar 31, 26	-567	0.01%
Brinker Capital Investments, LLC	6.42K	Mar 31, 26	-968	0.01%
Principle Wealth Partners LLC	6.00K	Mar 31, 26	--	0.01%
Sightline Wealth Advisors, LLC	5.84K	Mar 31, 26	+14	0.01%
CIDEL ASSET MANAGEMENT INC	5.79K	Mar 31, 26	--	0.01%
BANK OF MONTREAL /CAN/	5.77K	Mar 31, 26	+275	0.01%
Vident Advisory, LLC	5.67K	Mar 31, 26	-232	0.01%
SHEETS SMITH WEALTH MANAGEMENT	5.67K	Mar 31, 26	--	0.01%
Fragasso Group Inc.	5.60K	Mar 31, 26	--	0.01%
Carnegie Capital Asset Management, LLC	5.49K	Mar 31, 26	--	0.01%
MATHER GROUP, LLC.	5.33K	Mar 31, 26	+369	0.01%
FIFTH THIRD BANCORP	5.27K	Mar 31, 26	+5.27K	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	5.26K	Mar 31, 26	+5.26K	0.01%
PARK AVENUE SECURITIES LLC	5.22K	Mar 31, 26	+456	0.01%
Badgley Phelps Wealth Managers, LLC	5.17K	Mar 31, 26	--	0.01%
Intellus Advisors LLC	5.17K	Mar 31, 26	--	0.01%
Ancora Advisors, LLC	5.10K	Mar 31, 26	--	0.01%
ASSETMARK, INC	5.02K	Mar 31, 26	-377	0.01%
IFP Advisors, Inc	5.02K	Mar 31, 26	-107	0.01%
Avidian Wealth Solutions, LLC	4.96K	Mar 31, 26	--	0.01%
BIP Wealth, LLC	4.91K	Mar 31, 26	+4.91K	0.01%
Capital Analysts, LLC	4.90K	Mar 31, 26	+10	0.01%
MBL Wealth, LLC	4.89K	Mar 31, 26	--	0.01%
NORDEN GROUP LLC	4.76K	Mar 31, 26	+4.76K	0.01%
HM PAYSON & CO	4.72K	Mar 31, 26	--	0.01%
LYELL WEALTH MANAGEMENT, LP	4.67K	Mar 31, 26	-2.10K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	4.65K	Mar 31, 26	--	0.01%
Wedmont Private Capital	4.63K	Mar 31, 26	-115	0.01%
Founders Financial Alliance, LLC	4.63K	Mar 31, 26	+678	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	4.56K	Mar 31, 26	+6	0.01%
Western Financial Corp/CA	4.48K	Mar 31, 26	+4.48K	0.01%
Index Fund Advisors, Inc.	4.48K	Mar 31, 26	+21	0.01%
Creative Capital Management Investments LLC	4.41K	Mar 31, 26	--	0.01%
Fusion Capital, LLC	4.40K	Mar 31, 26	+10	0.01%
Center for Financial Planning, Inc.	4.34K	Mar 31, 26	--	0.01%
C M BIDWELL & ASSOCIATES LTD	4.33K	Mar 31, 26	--	0.01%
Plancorp, LLC	4.19K	Mar 31, 26	+4.19K	0.01%
Aptus Capital Advisors, LLC	4.11K	Mar 31, 26	-628	0.01%
Root Financial Partners, LLC	4.01K	Mar 31, 26	--	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	3.87K	Mar 31, 26	-628	0.01%
Oakworth Capital, Inc.	3.63K	Mar 31, 26	-129	0.01%
Geneos Wealth Management Inc.	3.35K	Mar 31, 26	+1.51K	0.01%
Fortitude Family Office, LLC	3.11K	Mar 31, 26	--	0.01%
VANGUARD ADVISERS INC	2.99K	Mar 31, 26	+2.99K	0.01%
RMG Wealth Management LLC	2.86K	Mar 31, 26	+2.86K	0.01%
Atlantic Edge Private Wealth Management, LLC	2.68K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	2.64K	Mar 31, 26	--	0.01%
Allworth Financial LP	2.57K	Mar 31, 26	+232	0.01%
Capital Investment Advisory Services, LLC	2.50K	Mar 31, 26	--	0.01%
Indiana Trust & Investment Management CO	2.38K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.36K	Mar 31, 26	--	0.00%
GAMMA Investing LLC	2.35K	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	2.15K	Mar 31, 26	+2.15K	0.00%
Tidemark, LLC	2.06K	Mar 31, 26	--	0.00%
Vanguard National Trust Co	1.85K	Mar 31, 26	+1.85K	0.00%
Triumph Capital Management	1.77K	Mar 31, 26	-1	0.00%
Atlantic Union Bankshares Corp	1.73K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	1.73K	Mar 31, 26	--	0.00%
Addison Advisors LLC	1.63K	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	1.60K	Mar 31, 26	+4	0.00%
Russell Investments Group, Ltd.	1.34K	Mar 31, 26	-343	0.00%
Milestone Investment Advisors LLC	1.31K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.30K	Mar 31, 26	-19	0.00%
Sachetta, LLC	1.10K	Mar 31, 26	+2	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.05K	Mar 31, 26	+1.05K	0.00%
TSFG, LLC	1.02K	Mar 31, 26	--	0.00%
Clearstead Trust, LLC	983	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	968	Mar 31, 26	+340	0.00%
BOKF, NA	919	Mar 31, 26	--	0.00%
Abound Wealth Management	918	Mar 31, 26	+1	0.00%
Hoese & Co LLP	860	Mar 31, 26	--	0.00%
Coastline Trust Co	825	Mar 31, 26	+825	0.00%
HOWE & RUSLING INC	725	Mar 31, 26	-305	0.00%
Steigerwald, Gordon & Koch Inc.	680	Mar 31, 26	-611	0.00%
Red Tortoise LLC	625	Mar 31, 26	--	0.00%
Perkins Coie Trust Co	525	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	515	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	512	Mar 31, 26	-238	0.00%
MCF Advisors LLC	511	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	475	Mar 31, 26	+475	0.00%
New Republic Capital, LLC	470	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	443	Mar 31, 26	+443	0.00%
Bogart Wealth, LLC	423	Mar 31, 26	--	0.00%
QUADRANT CAPITAL GROUP LLC	390	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	378	Mar 31, 26	-1	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	360	Mar 31, 26	--	0.00%
Kohmann Bosshard Financial Services, LLC	345	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	320	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	320	Mar 31, 26	--	0.00%
Quent Capital, LLC	317	Mar 31, 26	+317	0.00%
SYM FINANCIAL Corp	295	Mar 31, 26	--	0.00%
Activest Wealth Management	258	Mar 31, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	250	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	243	Mar 31, 26	+1	0.00%
Coston, McIsaac & Partners	240	Mar 31, 26	--	0.00%
Crewe Advisors LLC	238	Mar 31, 26	--	0.00%
Fairway Wealth LLC	225	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	224	Mar 31, 26	--	0.00%
Private Wealth Management Group, LLC	183	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	177	Mar 31, 26	--	0.00%
PROSPERITY BANCSHARES INC	175	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	167	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	147	Mar 31, 26	-10	0.00%
First Command Advisory Services, Inc.	137	Mar 31, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	128	Mar 31, 26	--	0.00%
First Pacific Financial	127	Mar 31, 26	+127	0.00%
Ameritas Investment Partners, Inc.	115	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	108	Mar 31, 26	-1.74K	0.00%
Cornerstone Planning Group LLC	97	Mar 31, 26	--	0.00%
WealthCollab, LLC	95	Mar 31, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	87	Mar 31, 26	--	0.00%
CGC Financial Services, LLC	75	Mar 31, 26	+75	0.00%
Ashton Thomas Private Wealth, LLC	70	Mar 31, 26	+70	0.00%
ZRC WEALTH MANAGEMENT, LLC	61	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	41	Mar 31, 26	+41	0.00%
WOLFF WIESE MAGANA LLC	20	Mar 31, 26	+20	0.00%
Prudent Man Investment Management, Inc.	10	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	7	Mar 31, 26	--	0.00%
NVWM, LLC	2	Mar 31, 26	+2	0.00%
Signature Resources Capital Management, LLC	1	Mar 31, 26	+1	0.00%
CITADEL ADVISORS LLC	--	Mar 31, 26	-18.15K	--
EVOKE WEALTH, LLC	--	Mar 31, 26	-5.87K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-47.33K	--
Solitude Financial Services	--	Mar 31, 26	-4.55K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-75	--
GM Advisory Group, Inc.	--	Mar 31, 26	-7.38K	--
Integrity Financial Corp /WA	--	Mar 31, 26	-765	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-75	--
TRUIST FINANCIAL CORP	--	Mar 31, 26	-4.91K	--
CBIZ Investment Advisory Services, LLC	--	Mar 31, 26	-1.79K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-15.40K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-5.64K	--
Arlington Trust Co LLC	--	Mar 31, 26	-32	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-911	--
Asset Dedication, LLC	--	Mar 31, 26	-185	--
ALERUS FINANCIAL NA	--	Mar 31, 26	-1.09K	--
BOK Financial Private Wealth, Inc.	--	Mar 31, 26	-189	--
Clarius Group, LLC	44.48K	Dec 31, 25	-3.96K	0.09%
CIBC Private Wealth Group, LLC	6.60K	Dec 31, 25	+214	0.01%
COMERICA BANK	5.45K	Dec 31, 25	-5.00K	0.01%
Global Retirement Partners, LLC	4.01K	Dec 31, 25	+2.46K	0.01%
Litman Gregory Wealth Management LLC	2.69K	Dec 31, 25	+2.69K	0.01%
Heritage Wealth Advisors	160	Dec 31, 25	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	124	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	60	Dec 31, 25	+60	0.00%
Glenmede Investment Management, LP	12.20K	Sep 30, 25	--	0.02%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	7.91K	Sep 30, 25	--	0.02%
WETHERBY ASSET MANAGEMENT INC	7.70K	Sep 30, 25	--	0.02%
PINNACLE FINANCIAL PARTNERS INC	6.70K	Sep 30, 25	-108	0.01%
Sonora Investment Management Group, LLC	5.33K	Sep 30, 25	+5.33K	0.01%
Vishria Bird Financial Group, LLC	4.65K	Sep 30, 25	+4.65K	0.01%
FSA Wealth Management LLC	24	Sep 30, 25	--	0.00%
Lion Street Advisors, LLC	--	Sep 30, 25	-31.43K	--
Bristlecone Advisors, LLC	--	Sep 30, 25	-391	--
AVANTAX ADVISORY SERVICES, INC.	543.85K	Jun 30, 25	+37.93K	1.10%
Efficient Frontier Advisors LLC	7.76K	Jun 30, 25	+20	0.02%
Congress Wealth Management LLC / DE /	6.97K	Jun 30, 25	+6.97K	0.01%
Capital Market Strategies LLC	6.83K	Jun 30, 25	-875	0.01%
Callan Capital, LLC	271.23K	Mar 31, 25	-5.71K	0.55%
Orion Portfolio Solutions, LLC	9.75K	Mar 31, 25	+276	0.02%
Schechter Investment Advisors, LLC	7.08K	Mar 31, 25	-250	0.01%
Sandy Spring Bank	1.73K	Mar 31, 25	+692	0.00%
CAROLINAS WEALTH CONSULTING LLC	1.25K	Mar 31, 25	+1	0.00%
Spectrum Wealth Counsel, LLC	34	Mar 31, 25	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	6.15K	Dec 31, 24	-2.00K	0.01%
RAYMOND JAMES & ASSOCIATES	936.63K	Sep 30, 24	+6.95K	1.90%
Raymond James Financial Services Advisors, Inc.	105.78K	Sep 30, 24	-4.95K	0.21%
Private Ocean, LLC	81.85K	Jun 30, 24	-1.94K	0.17%
Abbrea Capital, LLC	7.67K	Jun 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-717	--
BUCKINGHAM STRATEGIC WEALTH, LLC	--	Jun 30, 24	-5.19K	--
Charles Schwab Investment Advisory, Inc.	20.36M	Mar 31, 24	-648.30K	41.26%
Cetera Advisor Networks LLC	404.43K	Mar 31, 24	+7.17K	0.82%
Connectus Wealth, LLC	7.25K	Mar 31, 24	--	0.01%
Cutler Group LLC / CA	--	Mar 31, 24	-1.50K	--
WADE G W & INC	106.53K	Dec 31, 23	--	0.22%
WEALTHSOURCE PARTNERS, LLC	80.84K	Dec 31, 23	-2.24K	0.16%
Resource Planning Group	41.94K	Dec 31, 23	-4.40K	0.09%
DFPG INVESTMENTS, LLC	38.76K	Dec 31, 23	-8.76K	0.08%
Bridgeworth, LLC	23.52K	Dec 31, 23	--	0.05%
Baystate Wealth Management LLC	869	Dec 31, 23	+3	0.00%
Bartlett & Co. LLC	295	Dec 31, 23	-235	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	16.18K	Sep 30, 23	+12.72K	0.03%
PFS INVESTMENTS INC.	151.92K	Jun 30, 23	+7.08K	0.31%
TimeScale Financial, Inc.	25	Jun 30, 23	--	0.00%
Clear Perspectives Financial Planning, LLC	77	Mar 31, 23	--	0.00%
Personal Capital Advisors Corp	1.56K	Dec 31, 22	--	0.00%
Sargent Bickham Lagudis LLC	289	Dec 31, 22	+33	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-35	--
Kore Private Wealth LLC	20.24K	Sep 30, 22	+590	0.04%
BALASA DINVERNO & FOLTZ LLC	1.48K	Sep 30, 22	--	0.00%
Covington Capital Management	130	Sep 30, 22	--	0.00%
American Portfolios Advisors	100	Sep 30, 22	--	0.00%
American Research & Management Co.	50	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-187	--
55I, LLC	--	Sep 30, 22	-1.36K	--
Frontier Wealth Management LLC	63.17K	Jun 30, 22	+63.17K	0.13%
HC FINANCIAL ADVISORS INC	835	Jun 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3.40K	Mar 31, 22	+1.37K	0.01%
Carroll Financial Associates, Inc.	72.46K	Dec 31, 21	-421	0.15%
REILLY FINANCIAL ADVISORS, LLC	75	Dec 31, 21	-229	0.00%
Harborview Advisors, LLC	2.29K	Sep 30, 21	-19	0.00%
HATTON CONSULTING, INC.	1.44K	Sep 30, 21	--	0.00%
BADGLEY PHELPS & BELL INC	1.83K	Jun 30, 21	-130	0.00%
DWM Financial Group, Inc.	64.50K	Dec 31, 20	+1.28K	0.13%
ROWLAND CARMICHAEL ADVISORS INC /ADV	22.17K	Dec 31, 20	--	0.04%
SVA Wealth Management, LLC	1.88K	Dec 31, 20	-136	0.00%
Watson Rebecca	2.46K	Sep 30, 20	--	0.00%
Argent Wealth Management LLC	1.68K	Jun 30, 20	+1.68K	0.00%
TRUEWEALTH LLC	265	Jun 30, 20	-155	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	174.30K	Dec 31, 19	-15.49K	0.35%
Advisor Group, Inc.	21.49K	Dec 31, 19	-481	0.04%
MADISON INVESTMENT HOLDINGS INC	5.53K	Sep 30, 19	--	0.01%
MRA Associates USA LLC	59	Sep 30, 19	-85	0.00%
Delphi Private Advisors LLC	65.28K	Jun 30, 19	-834	0.13%
Live Your Vision, LLC	4.26K	Mar 31, 19	+149	0.01%
Horizon Kinetics LLC	27.30K	Dec 31, 18	+27.30K	0.06%
Mosaic Financial Partners, Inc.	28.37K	Jun 30, 18	+28.37K	0.06%

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Holder

Date

Change

% Held

Dynamic Advisor Solutions LLC

161.41K

Jun 30, 26

+13.86K

0.33%

Trilogy Capital Inc.

7.97K

Jun 30, 26

0.02%

Fermata Advisors, LLC

5.70K

Jun 30, 26

-17

0.01%

Clark Asset Management, LLC

4.37K

Jun 30, 26

+4.37K

0.01%

Martin Capital Partners, LLC

4.27K

Jun 30, 26

+4.27K

0.01%

GAMMA Investing LLC

2.35K

Jun 30, 26

0.00%

BANK OF AMERICA CORP /DE/

2.86M

Mar 31, 26

+370.10K

5.79%

LPL Financial LLC

1.38M

Mar 31, 26

+46.38K

2.79%

MORGAN STANLEY

1.19M

Mar 31, 26

+69.98K

2.41%

Waverly Advisors, LLC

1.11M

Mar 31, 26

-17.96K

2.25%

RAYMOND JAMES FINANCIAL INC

1.05M

Mar 31, 26

+20.40K

2.14%

Cetera Investment Advisers

1.03M

Mar 31, 26

+35.36K

2.09%

WELLS FARGO & COMPANY/MN

931.08K

Mar 31, 26

+249.59K

1.89%

Arbor Investment Advisors, LLC

803.59K

Mar 31, 26

+19.51K

1.63%

FIRST FOUNDATION ADVISORS

758.91K

Mar 31, 26

-16.60K

1.54%

ROYAL BANK OF CANADA

703.46K

Mar 31, 26

-81.21K

1.43%

WCG Wealth Advisors LLC

640.46K

Mar 31, 26

+12.60K

1.30%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

412.08K

Mar 31, 26

-167.02K

0.84%

NFP Retirement, Inc.

373.69K

Mar 31, 26

-6.01K

0.76%

Invesco Ltd.

359.43K

Mar 31, 26

-113.61K

0.73%

Baird Financial Group, Inc.

294.62K

Mar 31, 26

+1.26K

0.60%

Sanctuary Advisors, LLC

278.14K

Mar 31, 26

+17.96K

0.56%

Equitable Holdings, Inc.

275.76K

Mar 31, 26

+107.55K

0.56%

Traction Financial Partners, LLC

273.94K

Mar 31, 26

+146.87K

0.56%

Three Bridge Wealth Advisors, LLC

267.34K

Mar 31, 26

+1.56K

0.54%

Johnson & White Wealth Management, LLC

264.30K

Mar 31, 26

+9.46K

0.54%

CAPTRUST FINANCIAL ADVISORS

252.48K

Mar 31, 26

+973

0.51%

Federation des caisses Desjardins du Quebec

251.73K

Mar 31, 26

+251.73K

0.51%

UBS Group AG

243.47K

Mar 31, 26

-13.84K

0.49%

AlphaCore Capital LLC

239.29K

Mar 31, 26

-1.02K

0.49%

Mariner, LLC

226.85K

Mar 31, 26

-1.17K

0.46%

Regal Investment Advisors LLC

174.95K

Mar 31, 26

+1.05K

0.35%

Accredited Investors Inc.

168.81K

Mar 31, 26

-1.20K

0.34%

AQR CAPITAL MANAGEMENT LLC

159.69K

Mar 31, 26

+10.74K

0.32%

Creative Planning

157.28K

Mar 31, 26

+4.25K

0.32%

Arlington Financial Advisors, LLC

156.38K

Mar 31, 26

-6.99K

0.32%

Bank of New York Mellon Corp

150.47K

Mar 31, 26

+9.54K

0.31%

Dynamic Advisor Solutions LLC

147.54K

Mar 31, 26

-116

0.30%

Verum Partners LLC

143.14K

Mar 31, 26

-1.52K

0.29%

JPMORGAN CHASE & CO

126.58K

Mar 31, 26

+10.87K

0.26%

Cornerstone Wealth Management, LLC

123.68K

Mar 31, 26

-126

0.25%

Perigon Wealth Management, LLC

121.31K

Mar 31, 26

-1.56K

0.25%

Cerity Partners LLC

120.62K

Mar 31, 26

+153

0.24%

Charles Schwab Trust Co

115.97K

Mar 31, 26

-472

0.24%

Colony Group, LLC

115.50K

Mar 31, 26

+4.55K

0.23%

Steward Partners Investment Advisory, LLC

114.56K

Mar 31, 26

+2.82K

0.23%

HighTower Advisors, LLC

112.39K

Mar 31, 26

-4.80K

0.23%

ALBION FINANCIAL GROUP /UT

112.20K

Mar 31, 26

0.23%

JONES FINANCIAL COMPANIES LLLP

97.71K

Mar 31, 26

+27.07K

0.20%

Wealthspire Advisors, LLC

95.25K

Mar 31, 26

0.19%

ENVESTNET ASSET MANAGEMENT INC

82.87K

Mar 31, 26

+5.09K

0.17%

Clearstead Advisors, LLC

82.19K

Mar 31, 26

+81.79K

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

81.47K

Mar 31, 26

-177.23K

0.17%

AMERIPRISE FINANCIAL INC

78.93K

Mar 31, 26

+1.47K

0.16%

WealthBridge Capital Management, LLC

76.88K

Mar 31, 26

+4.74K

0.16%

Sound Stewardship, LLC

75.60K

Mar 31, 26

-1.83K

0.15%

Independent Advisor Alliance

73.20K

Mar 31, 26

+47.26K

0.15%

Breakwater Capital Group

58.38K

Mar 31, 26

+2.72K

0.12%

MERCER GLOBAL ADVISORS INC /ADV

57.95K

Mar 31, 26

-86.54K

0.12%

FMR LLC

55.59K

Mar 31, 26

+5.72K

0.11%

ADVISOR GROUP HOLDINGS, INC.

54.46K

Mar 31, 26

-19

0.11%

Legacy Private Trust Co.

53.70K

Mar 31, 26

-22.47K

0.11%

JFS WEALTH ADVISORS, LLC

53.61K

Mar 31, 26

-1.22K

0.11%

Modern Wealth Management, LLC

53.05K

Mar 31, 26

-17

0.11%

Quantinno Capital Management LP

52.22K

Mar 31, 26

+3.62K

0.11%

DIVERSIFY WEALTH MANAGEMENT, LLC

50.41K

Mar 31, 26

+50.41K

0.10%

Rockefeller Capital Management L.P.

48.85K

Mar 31, 26

+12.42K

0.10%

TD Waterhouse Canada Inc.

47.07K

Mar 31, 26

-8.20K

0.10%

EQ WEALTH ADVISORS, LLC

45.25K

Mar 31, 26

-344

0.09%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

44.24K

Mar 31, 26

-47.38K

0.09%

Advisory Services Network, LLC

40.76K

Mar 31, 26

-784

0.08%

GSG Advisors LLC

39.87K

Mar 31, 26

+39

0.08%

IEQ CAPITAL, LLC

39.53K

Mar 31, 26

+6.59K

0.08%

Kestra Advisory Services, LLC

34.09K

Mar 31, 26

-409

0.07%

Bell Investment Advisors, Inc

33.67K

Mar 31, 26

-758

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.30K

Mar 31, 26

+28.41K

0.07%

US BANCORP \DE\

33.19K

Mar 31, 26

+1.31K

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

33.05K

Mar 31, 26

+3.42K

0.07%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

32.72K

Mar 31, 26

-16.71K

0.07%

Savant Capital, LLC

32.38K

Mar 31, 26

+968

0.07%

Evercore Wealth Management, LLC

31.16K

Mar 31, 26

0.06%

Resonant Capital Advisors, LLC

30.39K

Mar 31, 26

+474

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

28.48K

Mar 31, 26

-354

0.06%

Whipplewood Advisors, LLC

28.10K

Mar 31, 26

-509

0.06%

KWB Wealth

26.99K

Mar 31, 26

-354

0.05%

FORVIS Wealth Advisors, LLC

26.55K

Mar 31, 26

-660

0.05%

New England Private Wealth Advisors LLC

25.07K

Mar 31, 26

0.05%

BENJAMIN EDWARDS INC

24.93K

Mar 31, 26

+2.86K

0.05%

CI Private Wealth, LLC

24.26K

Mar 31, 26

+693

0.05%

SHAKESPEARE WEALTH MANAGEMENT, INC.

23.10K

Mar 31, 26

0.05%

Buckingham Strategic Partners

22.80K

Mar 31, 26

+2.64K

0.05%

Private Advisor Group, LLC

22.76K

Mar 31, 26

-342

0.05%

M Holdings Securities, Inc.

22.43K

Mar 31, 26

0.05%

Sequoia Financial Advisors, LLC

22.27K

Mar 31, 26

-446

0.05%

Institute for Wealth Management, LLC.

21.97K

Mar 31, 26

-470

0.04%

OMNI 360 Wealth, Inc.

20.86K

Mar 31, 26

+811

0.04%

Smith, Salley & Associates

20.74K

Mar 31, 26

0.04%

CITIGROUP INC

20.10K

Mar 31, 26

+41

0.04%

Stratos Wealth Partners, LTD.

19.38K

Mar 31, 26

-567

0.04%

Pacific Center for Financial Services

19.36K

Mar 31, 26

-483

0.04%

Marquette Asset Management, LLC

18.93K

Mar 31, 26

0.04%

D.A. DAVIDSON & CO.

18.50K

Mar 31, 26

-225

0.04%

Fidelis Capital Partners, LLC

18.45K

Mar 31, 26

0.04%

NORTHERN TRUST CORP

18.42K

Mar 31, 26

+1.97K

0.04%

Parallel Advisors, LLC

18.40K

Mar 31, 26

0.04%

WADDELL & ASSOCIATES, LLC

17.87K

Mar 31, 26

-406

0.04%

Integrated Advisors Network LLC

17.53K

Mar 31, 26

-2.34K

0.04%

PFG Advisors

17.37K

Mar 31, 26

-19.39K

0.04%

Merit Financial Group, LLC

17.20K

Mar 31, 26

+11.62K

0.03%

Advance Capital Management, Inc.

17.17K

Mar 31, 26

+492

0.03%

Legacy Trust

17.07K

Mar 31, 26

0.03%

Cambridge Investment Research Advisors, Inc.

16.98K

Mar 31, 26

-71

0.03%

MAI Capital Management

16.57K

Mar 31, 26

-700

0.03%

FIRST MANHATTAN CO. LLC.

15.65K

Mar 31, 26

+15.65K

0.03%

Wealthfront Advisers LLC

15.46K

Mar 31, 26

+2.54K

0.03%

Lido Advisors, LLC

14.99K

Mar 31, 26

-11.38K

0.03%

SILVER OAK SECURITIES, INCORPORATED

14.98K

Mar 31, 26

+844

0.03%

Golden Bell Financial Planning LLC

14.21K

Mar 31, 26

0.03%

RiverFront Investment Group, LLC

14.09K

Mar 31, 26

+1.50K

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

13.91K

Mar 31, 26

+12.05K

0.03%

NewEdge Advisors, LLC

13.86K

Mar 31, 26

+1.64K

0.03%

NATIXIS ADVISORS, L.P.

13.68K

Mar 31, 26

+13.68K

0.03%

Oxler Private Wealth LLC

13.63K

Mar 31, 26

-646

0.03%

Harbour Capital Advisors, LLC

13.50K

Mar 31, 26

0.03%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

13.47K

Mar 31, 26

-86

0.03%

Beacon Pointe Advisors, LLC

13.45K

Mar 31, 26

+4.72K

0.03%

Atria Investments, Inc

13.14K

Mar 31, 26

+2.50K

0.03%

Revolve Wealth Partners, LLC

13.00K

Mar 31, 26

0.03%

Cresset Asset Management, LLC

12.85K

Mar 31, 26

+2.47K

0.03%

Larson Financial Group LLC

12.75K

Mar 31, 26

-3.15K

0.03%

EP Wealth Advisors, LLC

12.48K

Mar 31, 26

+546

0.03%

BlackRock, Inc.

12.42K

Mar 31, 26

+7.36K

0.03%

Tradition Wealth Management, LLC

12.34K

Mar 31, 26

0.03%

Sterling Financial Planning, Inc.

12.12K

Mar 31, 26

-984

0.02%

CWM, LLC

11.98K

Mar 31, 26

+5.90K

0.02%

GLENMEDE TRUST CO NA

11.82K

Mar 31, 26

+25

0.02%

FIRETHORN WEALTH PARTNERS, LLC

11.57K

Mar 31, 26

+5.62K

0.02%

Kathmere Capital Management, LLC

11.55K

Mar 31, 26

-17

0.02%

Essex Financial Services, Inc.

11.41K

Mar 31, 26

0.02%

Western Wealth Management, LLC

11.26K

Mar 31, 26

-997

0.02%

HARBOUR INVESTMENT MANAGEMENT LLC

11.00K

Mar 31, 26

0.02%

SRS Capital Advisors, Inc.

10.94K

Mar 31, 26

0.02%

JOHNSON INVESTMENT COUNSEL INC

10.93K

Mar 31, 26

0.02%

EnRich Financial Partners LLC

10.85K

Mar 31, 26

-54

0.02%

Virtus Family Office LLC

10.50K

Mar 31, 26

+10.50K

0.02%

AIMZ Investment Advisors, LLC

10.50K

Mar 31, 26

0.02%

Capital Investment Advisors, LLC

10.41K

Mar 31, 26

+4.93K

0.02%

Bragg Financial Advisors, Inc

10.15K

Mar 31, 26

-415

0.02%

Aviance Capital Partners, LLC

10.01K

Mar 31, 26

0.02%

FIRST HAWAIIAN BANK

9.86K

Mar 31, 26

0.02%

WealthShield Partners, LLC

9.78K

Mar 31, 26

-490

0.02%

Prairiewood Capital, LLC

9.72K

Mar 31, 26

0.02%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

9.47K

Mar 31, 26

+849

0.02%

Quadcap Wealth Management, LLC

8.88K

Mar 31, 26

0.02%

Sigma Planning Corp

8.62K

Mar 31, 26

-169

0.02%

STIFEL FINANCIAL CORP

8.43K

Mar 31, 26

+264

0.02%

Farther Finance Advisors, LLC

8.30K

Mar 31, 26

+2.36K

0.02%

Janney Montgomery Scott LLC

8.20K

Mar 31, 26

+530

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

8.18K

Mar 31, 26

+3.12K

0.02%

REGIONS FINANCIAL CORP

8.06K

Mar 31, 26

0.02%

Snowden Capital Advisors LLC

7.80K

Mar 31, 26

-6

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

7.75K

Mar 31, 26

+2.42K

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

7.75K

Mar 31, 26

0.02%

LAIRD NORTON TRUST COMPANY, LLC

7.70K

Mar 31, 26

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

7.42K

Mar 31, 26

0.02%

Spire Wealth Management

7.41K

Mar 31, 26

+295

0.02%

CENTRAL TRUST Co

7.36K

Mar 31, 26

0.01%

Vise Technologies, Inc.

7.31K

Mar 31, 26

0.01%

Valeo Financial Advisors, LLC

7.25K

Mar 31, 26

0.01%

Colonial Trust Advisors

7.15K

Mar 31, 26

0.01%

BLAIR WILLIAM & CO/IL

7.12K

Mar 31, 26

0.01%

Plante Moran Financial Advisors, LLC

7.04K

Mar 31, 26

0.01%

Vertex Planning Partners, LLC

7.04K

Mar 31, 26

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

6.91K

Mar 31, 26

+191

0.01%

Mascoma Wealth Management LLC

6.80K

Mar 31, 26

0.01%

COURIER CAPITAL LLC

6.75K

Mar 31, 26

0.01%

Financial Alternatives, Inc

6.56K

Mar 31, 26

-130

0.01%

BROWN ADVISORY INC

6.50K

Mar 31, 26

-690

0.01%

FAS Wealth Partners, Inc.

6.42K

Mar 31, 26

-567

0.01%

Brinker Capital Investments, LLC

6.42K

Mar 31, 26

-968

0.01%

Principle Wealth Partners LLC

6.00K

Mar 31, 26

0.01%

Sightline Wealth Advisors, LLC

5.84K

Mar 31, 26

+14

0.01%

CIDEL ASSET MANAGEMENT INC

5.79K

Mar 31, 26

0.01%

BANK OF MONTREAL /CAN/

5.77K

Mar 31, 26

+275

0.01%

Vident Advisory, LLC

5.67K

Mar 31, 26

-232

0.01%

SHEETS SMITH WEALTH MANAGEMENT

5.67K

Mar 31, 26

0.01%

Fragasso Group Inc.

5.60K

Mar 31, 26

0.01%

Carnegie Capital Asset Management, LLC

5.49K

Mar 31, 26

0.01%

MATHER GROUP, LLC.

5.33K

Mar 31, 26

+369

0.01%

FIFTH THIRD BANCORP

5.27K

Mar 31, 26

+5.27K

0.01%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

5.26K

Mar 31, 26

+5.26K

0.01%

PARK AVENUE SECURITIES LLC

5.22K

Mar 31, 26

+456

0.01%

Badgley Phelps Wealth Managers, LLC

5.17K

Mar 31, 26

0.01%

Intellus Advisors LLC

5.17K

Mar 31, 26

0.01%

Ancora Advisors, LLC

5.10K

Mar 31, 26

0.01%

ASSETMARK, INC

5.02K

Mar 31, 26

-377

0.01%

IFP Advisors, Inc

5.02K

Mar 31, 26

-107

0.01%

Avidian Wealth Solutions, LLC

4.96K

Mar 31, 26

0.01%

BIP Wealth, LLC

4.91K

Mar 31, 26

+4.91K

0.01%

Capital Analysts, LLC

4.90K

Mar 31, 26

+10

0.01%

MBL Wealth, LLC

4.89K

Mar 31, 26

0.01%

NORDEN GROUP LLC

4.76K

Mar 31, 26

+4.76K

0.01%

HM PAYSON & CO

4.72K

Mar 31, 26

0.01%

LYELL WEALTH MANAGEMENT, LP

4.67K

Mar 31, 26

-2.10K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

4.65K

Mar 31, 26

0.01%

Wedmont Private Capital

4.63K

Mar 31, 26

-115

0.01%

Founders Financial Alliance, LLC

4.63K

Mar 31, 26

+678

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

4.56K

Mar 31, 26

0.01%

Western Financial Corp/CA

4.48K

Mar 31, 26

+4.48K

0.01%

Index Fund Advisors, Inc.

4.48K

Mar 31, 26

+21

0.01%

Creative Capital Management Investments LLC

4.41K

Mar 31, 26

0.01%

Fusion Capital, LLC

4.40K

Mar 31, 26

+10

0.01%

Center for Financial Planning, Inc.

4.34K

Mar 31, 26

0.01%

C M BIDWELL & ASSOCIATES LTD

4.33K

Mar 31, 26

0.01%

Plancorp, LLC

4.19K

Mar 31, 26

+4.19K

0.01%

Aptus Capital Advisors, LLC

4.11K

Mar 31, 26

-628

0.01%

Root Financial Partners, LLC

4.01K

Mar 31, 26

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

3.87K

Mar 31, 26

-628

0.01%

Oakworth Capital, Inc.

3.63K

Mar 31, 26

-129

0.01%

Geneos Wealth Management Inc.

3.35K

Mar 31, 26

+1.51K

0.01%

Fortitude Family Office, LLC

3.11K

Mar 31, 26

0.01%

VANGUARD ADVISERS INC

2.99K

Mar 31, 26

+2.99K

0.01%

RMG Wealth Management LLC

2.86K

Mar 31, 26

+2.86K

0.01%

Atlantic Edge Private Wealth Management, LLC

2.68K

Mar 31, 26

0.01%

AE Wealth Management LLC

2.64K

Mar 31, 26

0.01%

Allworth Financial LP

2.57K

Mar 31, 26

+232

0.01%

Capital Investment Advisory Services, LLC

2.50K

Mar 31, 26

0.01%

Indiana Trust & Investment Management CO

2.38K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

2.36K

Mar 31, 26

0.00%

GAMMA Investing LLC

2.35K

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

2.15K

Mar 31, 26

+2.15K

0.00%

Tidemark, LLC

2.06K

Mar 31, 26

0.00%

Vanguard National Trust Co

1.85K

Mar 31, 26

+1.85K

0.00%

Triumph Capital Management

1.77K

Mar 31, 26

-1

0.00%

Atlantic Union Bankshares Corp

1.73K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

1.73K

Mar 31, 26

0.00%

Addison Advisors LLC

1.63K

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

1.60K

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

1.34K

Mar 31, 26

-343

0.00%

Milestone Investment Advisors LLC

1.31K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.30K

Mar 31, 26

-19

0.00%

Sachetta, LLC

1.10K

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.05K

Mar 31, 26

+1.05K

0.00%

TSFG, LLC

1.02K

Mar 31, 26

0.00%

Clearstead Trust, LLC

983

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

968

Mar 31, 26

+340

0.00%

BOKF, NA

919

Mar 31, 26

0.00%

Abound Wealth Management

918

Mar 31, 26

0.00%

Hoese & Co LLP

860

Mar 31, 26

0.00%

Coastline Trust Co

825

Mar 31, 26

+825

0.00%

HOWE & RUSLING INC

725

Mar 31, 26

-305

0.00%

Steigerwald, Gordon & Koch Inc.

680

Mar 31, 26

-611

0.00%

Red Tortoise LLC

625

Mar 31, 26

0.00%

Perkins Coie Trust Co

525

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

515

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

512

Mar 31, 26

-238

0.00%

MCF Advisors LLC

511

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

475

Mar 31, 26

+475

0.00%

New Republic Capital, LLC

470

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

443

Mar 31, 26

+443

0.00%

Bogart Wealth, LLC

423

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

390

Mar 31, 26

0.00%

Dunhill Financial, LLC

378

Mar 31, 26

-1

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

360

Mar 31, 26

0.00%

Kohmann Bosshard Financial Services, LLC

345

Mar 31, 26

0.00%

Colonial Trust Co / SC

320

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

320

Mar 31, 26

0.00%

Quent Capital, LLC

317

Mar 31, 26

+317

0.00%

SYM FINANCIAL Corp

295

Mar 31, 26

0.00%

Activest Wealth Management

258

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

250

Mar 31, 26

0.00%

North Star Investment Management Corp.

243

Mar 31, 26

0.00%

Coston, McIsaac & Partners

240

Mar 31, 26

0.00%

Crewe Advisors LLC

238

Mar 31, 26

0.00%

Fairway Wealth LLC

225

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

224

Mar 31, 26

0.00%

Private Wealth Management Group, LLC

183

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

177

Mar 31, 26

0.00%

PROSPERITY BANCSHARES INC

175

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

167

Mar 31, 26

0.00%

McIlrath & Eck, LLC

147

Mar 31, 26

-10

0.00%

First Command Advisory Services, Inc.

137

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

128

Mar 31, 26

0.00%

First Pacific Financial

127

Mar 31, 26

+127

0.00%

Ameritas Investment Partners, Inc.

115

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

108

Mar 31, 26

-1.74K

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

0.00%

WealthCollab, LLC

Mar 31, 26

0.00%

DiNuzzo Private Wealth, Inc.

Mar 31, 26

0.00%

CGC Financial Services, LLC

Mar 31, 26

+75

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+70

0.00%

ZRC WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

+41

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

+20

0.00%

Prudent Man Investment Management, Inc.

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

0.00%

NVWM, LLC

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

Mar 31, 26

0.00%

CITADEL ADVISORS LLC

Mar 31, 26

-18.15K

EVOKE WEALTH, LLC

Mar 31, 26

-5.87K

Diversify Advisory Services, LLC

Mar 31, 26

-47.33K

Solitude Financial Services

Mar 31, 26

-4.55K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-75

GM Advisory Group, Inc.

Mar 31, 26

-7.38K

Integrity Financial Corp /WA

Mar 31, 26

-765

Cape Investment Advisory, Inc.

Mar 31, 26

-75

TRUIST FINANCIAL CORP

Mar 31, 26

-4.91K

CBIZ Investment Advisory Services, LLC

Mar 31, 26

-1.79K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-15.40K

FLOW TRADERS U.S. LLC

Mar 31, 26

-5.64K

Arlington Trust Co LLC

Mar 31, 26

-32

Tower Research Capital LLC (TRC)

Mar 31, 26

-911

Asset Dedication, LLC

Mar 31, 26

-185

ALERUS FINANCIAL NA

Mar 31, 26

-1.09K

BOK Financial Private Wealth, Inc.

Mar 31, 26

-189

Clarius Group, LLC

44.48K

Dec 31, 25

-3.96K

0.09%

CIBC Private Wealth Group, LLC

6.60K

Dec 31, 25

+214

0.01%

COMERICA BANK

5.45K

Dec 31, 25

-5.00K

0.01%

Global Retirement Partners, LLC

4.01K

Dec 31, 25

+2.46K

0.01%

Litman Gregory Wealth Management LLC

2.69K

Dec 31, 25

+2.69K

0.01%

Heritage Wealth Advisors

160

Dec 31, 25

0.00%

MARYLAND CAPITAL ADVISORS INC.

124

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+60

0.00%

Glenmede Investment Management, LP

12.20K

Sep 30, 25

0.02%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

7.91K

Sep 30, 25

0.02%

WETHERBY ASSET MANAGEMENT INC

7.70K

Sep 30, 25

0.02%

PINNACLE FINANCIAL PARTNERS INC

6.70K

Sep 30, 25

-108

0.01%

Sonora Investment Management Group, LLC

5.33K

Sep 30, 25

+5.33K

0.01%

Vishria Bird Financial Group, LLC

4.65K

Sep 30, 25

+4.65K

0.01%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Lion Street Advisors, LLC

Sep 30, 25

-31.43K

Bristlecone Advisors, LLC

Sep 30, 25

-391

AVANTAX ADVISORY SERVICES, INC.

543.85K

Jun 30, 25

+37.93K

1.10%

Efficient Frontier Advisors LLC

7.76K

Jun 30, 25

+20

0.02%

Congress Wealth Management LLC / DE /

6.97K

Jun 30, 25

+6.97K

0.01%

Capital Market Strategies LLC

6.83K

Jun 30, 25

-875

0.01%

Callan Capital, LLC

271.23K

Mar 31, 25

-5.71K

0.55%

Orion Portfolio Solutions, LLC

9.75K

Mar 31, 25

+276

0.02%

Schechter Investment Advisors, LLC

7.08K

Mar 31, 25

-250

0.01%

Sandy Spring Bank

1.73K

Mar 31, 25

+692

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.25K

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

6.15K

Dec 31, 24

-2.00K

0.01%

RAYMOND JAMES & ASSOCIATES

936.63K

Sep 30, 24

+6.95K

1.90%

Raymond James Financial Services Advisors, Inc.

105.78K

Sep 30, 24

-4.95K

0.21%

Private Ocean, LLC

81.85K

Jun 30, 24

-1.94K

0.17%

Abbrea Capital, LLC

7.67K

Jun 30, 24

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-717

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-5.19K

Charles Schwab Investment Advisory, Inc.

20.36M

Mar 31, 24

-648.30K

41.26%

Cetera Advisor Networks LLC

404.43K

Mar 31, 24

+7.17K

0.82%

Connectus Wealth, LLC

7.25K

Mar 31, 24

0.01%

Cutler Group LLC / CA

Mar 31, 24

-1.50K

WADE G W & INC

106.53K

Dec 31, 23

0.22%

WEALTHSOURCE PARTNERS, LLC

80.84K

Dec 31, 23

-2.24K

0.16%

Resource Planning Group

41.94K

Dec 31, 23

-4.40K

0.09%

DFPG INVESTMENTS, LLC

38.76K

Dec 31, 23

-8.76K

0.08%

Bridgeworth, LLC

23.52K

Dec 31, 23

0.05%

Baystate Wealth Management LLC

869

Dec 31, 23

0.00%

Bartlett & Co. LLC

295

Dec 31, 23

-235

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

16.18K

Sep 30, 23

+12.72K

0.03%

PFS INVESTMENTS INC.

151.92K

Jun 30, 23

+7.08K

0.31%

TimeScale Financial, Inc.

Jun 30, 23

0.00%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

0.00%

Personal Capital Advisors Corp

1.56K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

289

Dec 31, 22

+33

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-35

Kore Private Wealth LLC

20.24K

Sep 30, 22

+590

0.04%

BALASA DINVERNO & FOLTZ LLC

1.48K

Sep 30, 22

0.00%

Covington Capital Management

130

Sep 30, 22

0.00%

American Portfolios Advisors

100

Sep 30, 22

0.00%

American Research & Management Co.

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-187

55I, LLC

Sep 30, 22

-1.36K

Frontier Wealth Management LLC

63.17K

Jun 30, 22

+63.17K

0.13%

HC FINANCIAL ADVISORS INC

835

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

3.40K

Mar 31, 22

+1.37K

0.01%

Carroll Financial Associates, Inc.

72.46K

Dec 31, 21

-421

0.15%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-229

0.00%

Harborview Advisors, LLC

2.29K

Sep 30, 21

-19

0.00%

HATTON CONSULTING, INC.

1.44K

Sep 30, 21

0.00%

BADGLEY PHELPS & BELL INC

1.83K

Jun 30, 21

-130

0.00%

DWM Financial Group, Inc.

64.50K

Dec 31, 20

+1.28K

0.13%

ROWLAND CARMICHAEL ADVISORS INC /ADV

22.17K

Dec 31, 20

0.04%

SVA Wealth Management, LLC

1.88K

Dec 31, 20

-136

0.00%

Watson Rebecca

2.46K

Sep 30, 20

0.00%

Argent Wealth Management LLC

1.68K

Jun 30, 20

+1.68K

0.00%

TRUEWEALTH LLC

265

Jun 30, 20

-155

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

174.30K

Dec 31, 19

-15.49K

0.35%

Advisor Group, Inc.

21.49K

Dec 31, 19

-481

0.04%

MADISON INVESTMENT HOLDINGS INC

5.53K

Sep 30, 19

0.01%

MRA Associates USA LLC

Sep 30, 19

-85

0.00%

Delphi Private Advisors LLC

65.28K

Jun 30, 19

-834

0.13%

Live Your Vision, LLC

4.26K

Mar 31, 19

+149

0.01%

Horizon Kinetics LLC

27.30K

Dec 31, 18

+27.30K

0.06%

Mosaic Financial Partners, Inc.

28.37K

Jun 30, 18

+28.37K

0.06%