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Institutional Ownership

Top 458 Institutional Holders
HolderSharesDateChange% Held
Stonebridge Financial Group, LLC661.17KSep 30, 26-101.69K1.25%
Legacy Private Trust Co.52.09KSep 30, 26-2860.10%
Boston Standard Wealth Management, LLC40.30KSep 30, 26-2.09K0.08%
Farther Finance Advisors, LLC16.57KSep 30, 26+7.73K0.03%
Invariant Investment Management8.00KSep 30, 26--0.02%
Valeo Financial Advisors, LLC7.25KSep 30, 26--0.01%
CoreCap Advisors, LLC5.89KSep 30, 26+1670.01%
Avidian Wealth Solutions, LLC4.96KSep 30, 26--0.01%
Martin Capital Partners, LLC4.27KSep 30, 26--0.01%
Wealth Enhancement Trust Services, Inc.3.19KSep 30, 26--0.01%
GAMMA Investing LLC2.35KSep 30, 26--0.00%
Coastline Trust Co825Sep 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC43Sep 30, 26--0.00%
BANK OF AMERICA CORP /DE/2.83MJun 30, 26-29.58K5.36%
LPL Financial LLC1.40MJun 30, 26+19.85K2.65%
MORGAN STANLEY1.30MJun 30, 26+110.03K2.46%
Waverly Advisors, LLC1.07MJun 30, 26-37.84K2.03%
Cetera Investment Advisers1.03MJun 30, 26+3.49K1.96%
WELLS FARGO & COMPANY/MN1.03MJun 30, 26+99.96K1.95%
RAYMOND JAMES FINANCIAL INC1.01MJun 30, 26-43.90K1.91%
Arbor Investment Advisors, LLC805.52KJun 30, 26+1.93K1.53%
ROYAL BANK OF CANADA767.86KJun 30, 26+64.40K1.45%
FIRST FOUNDATION ADVISORS739.18KJun 30, 26-19.73K1.40%
WCG Wealth Advisors LLC634.76KJun 30, 26-5.70K1.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC422.43KJun 30, 26+10.35K0.80%
NFP Retirement, Inc.355.97KJun 30, 26-17.72K0.67%
Sanctuary Advisors, LLC293.04KJun 30, 26+14.90K0.56%
Baird Financial Group, Inc.288.25KJun 30, 26-6.37K0.55%
Equitable Holdings, Inc.286.78KJun 30, 26+11.02K0.54%
Traction Financial Partners, LLC285.58KJun 30, 26+11.65K0.54%
Johnson & White Wealth Management, LLC266.42KJun 30, 26+2.13K0.50%
Three Bridge Wealth Advisors, LLC261.63KJun 30, 26-5.71K0.50%
CAPTRUST FINANCIAL ADVISORS247.80KJun 30, 26-4.68K0.47%
UBS Group AG241.39KJun 30, 26-2.07K0.46%
Federation des caisses Desjardins du Quebec241.09KJun 30, 26-10.64K0.46%
AlphaCore Capital LLC234.26KJun 30, 26-5.03K0.44%
AQR CAPITAL MANAGEMENT LLC224.73KJun 30, 26+65.05K0.43%
Mariner, LLC223.91KJun 30, 26-2.94K0.42%
CI INVESTMENTS INC.220.30KJun 30, 26+220.30K0.42%
Regal Investment Advisors LLC179.53KJun 30, 26+4.58K0.34%
Creative Planning163.04KJun 30, 26+5.76K0.31%
Accredited Investors Inc.161.72KJun 30, 26-7.09K0.31%
Dynamic Advisor Solutions LLC161.41KJun 30, 26+13.86K0.31%
JPMORGAN CHASE & CO154.16KJun 30, 26+27.58K0.29%
Arlington Financial Advisors, LLC153.66KJun 30, 26-2.72K0.29%
Bank of New York Mellon Corp153.22KJun 30, 26+2.74K0.29%
Verum Partners LLC137.07KJun 30, 26-6.07K0.26%
Ducere Wealth Management LLC126.03KJun 30, 26-10.26K0.24%
Cerity Partners LLC123.55KJun 30, 26+2.93K0.23%
Cornerstone Wealth Management, LLC122.47KJun 30, 26-1.20K0.23%
Perigon Wealth Management, LLC117.06KJun 30, 26-4.25K0.22%
Steward Partners Investment Advisory, LLC116.85KJun 30, 26+2.29K0.22%
Invesco Ltd.115.88KJun 30, 26-243.55K0.22%
HighTower Advisors, LLC115.15KJun 30, 26+2.77K0.22%
ALBION FINANCIAL GROUP /UT112.20KJun 30, 26--0.21%
Charles Schwab Trust Co109.28KJun 30, 26-6.69K0.21%
Sunrise Financial Services, LLC107.92KJun 30, 26+8.64K0.20%
JONES FINANCIAL COMPANIES LLLP104.43KJun 30, 26+6.72K0.20%
AMERIPRISE FINANCIAL INC103.68KJun 30, 26+24.75K0.20%
EP Wealth Advisors, LLC102.79KJun 30, 26+90.31K0.19%
Lebenthal Global Advisors, LLC99.55KJun 30, 26+99.55K0.19%
Wealthspire Advisors, LLC95.88KJun 30, 26+6310.18%
Colony Group, LLC95.86KJun 30, 26-19.64K0.18%
Quantinno Capital Management LP92.42KJun 30, 26+40.20K0.18%
ENVESTNET ASSET MANAGEMENT INC88.62KJun 30, 26+5.76K0.17%
COMMONWEALTH EQUITY SERVICES, LLC80.04KJun 30, 26-1.43K0.15%
WealthBridge Capital Management, LLC78.80KJun 30, 26+1.92K0.15%
Crusonia Wealth Advisors LLC75.30KJun 30, 26-1.76K0.14%
Sound Stewardship, LLC75.20KJun 30, 26-4010.14%
MERCER GLOBAL ADVISORS INC /ADV63.13KJun 30, 26+5.17K0.12%
ADVISOR GROUP HOLDINGS, INC.59.76KJun 30, 26+5.30K0.11%
Breakwater Capital Group58.93KJun 30, 26+5540.11%
FMR LLC58.06KJun 30, 26+2.47K0.11%
JFS WEALTH ADVISORS, LLC55.57KJun 30, 26+1.96K0.11%
Modern Wealth Management, LLC53.05KJun 30, 26--0.10%
DIVERSIFY WEALTH MANAGEMENT, LLC50.27KJun 30, 26-1470.10%
Diversify Advisory Services, LLC50.27KJun 30, 26+50.27K0.10%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.46.44KJun 30, 26+2.20K0.09%
Rockefeller Capital Management L.P.46.32KJun 30, 26-2.53K0.09%
TD Waterhouse Canada Inc.44.02KJun 30, 26-3.05K0.08%
Clearstead Advisors, LLC42.27KJun 30, 26-39.93K0.08%
EQ WEALTH ADVISORS, LLC41.69KJun 30, 26-3.56K0.08%
Advisory Services Network, LLC40.77KJun 30, 26+60.08%
GSG Advisors LLC39.91KJun 30, 26+320.08%
IEQ CAPITAL, LLC39.78KJun 30, 26+2510.08%
INDEPENDENT FINANCIAL GROUP, LLC38.76KJun 30, 26+5.71K0.07%
Kestra Advisory Services, LLC34.99KJun 30, 26+9060.07%
CITADEL ADVISORS LLC34.23KJun 30, 26+34.23K0.06%
Savant Capital, LLC33.85KJun 30, 26+1.46K0.06%
US BANCORP \DE\32.44KJun 30, 26-7500.06%
Bell Investment Advisors, Inc32.14KJun 30, 26-1.52K0.06%
Cresset Asset Management, LLC31.90KJun 30, 26+19.05K0.06%
Evercore Wealth Management, LLC31.16KJun 30, 26--0.06%
Resonant Capital Advisors, LLC30.39KJun 30, 26--0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29.36KJun 30, 26+8820.06%
GOLDMAN SACHS GROUP INC27.35KJun 30, 26+27.35K0.05%
KWB Wealth27.18KJun 30, 26+1850.05%
Whipplewood Advisors, LLC26.29KJun 30, 26-1.81K0.05%
FORVIS Wealth Advisors, LLC26.16KJun 30, 26-3900.05%
BENJAMIN EDWARDS INC26.09KJun 30, 26+1.16K0.05%
New England Private Wealth Advisors LLC25.08KJun 30, 26+80.05%
BRIGHTON JONES LLC24.25KJun 30, 26-2860.05%
Independent Advisor Alliance24.16KJun 30, 26-49.05K0.05%
Private Advisor Group, LLC24.03KJun 30, 26+1.27K0.05%
SHAKESPEARE WEALTH MANAGEMENT, INC.23.10KJun 30, 26--0.04%
Sequoia Financial Advisors, LLC22.91KJun 30, 26+6410.04%
Buckingham Strategic Partners22.56KJun 30, 26-2400.04%
Institute for Wealth Management, LLC.21.97KJun 30, 26--0.04%
Fidelis Capital Partners, LLC21.92KJun 30, 26+3.46K0.04%
CITIGROUP INC21.86KJun 30, 26+1.77K0.04%
Smith, Salley & Associates20.74KJun 30, 26--0.04%
OMNI 360 Wealth, Inc.20.73KJun 30, 26-1310.04%
MAI Capital Management19.94KJun 30, 26+3.37K0.04%
Integrated Advisors Network LLC19.90KJun 30, 26+2.37K0.04%
Stratos Wealth Partners, LTD.19.63KJun 30, 26+2510.04%
Pacific Center for Financial Services19.37KJun 30, 26+160.04%
Parallel Advisors, LLC18.90KJun 30, 26+4980.04%
D.A. DAVIDSON & CO.18.57KJun 30, 26+680.04%
Atria Investments, Inc18.51KJun 30, 26+5.37K0.04%
Marquette Asset Management, LLC18.41KJun 30, 26-5220.03%
WADDELL & ASSOCIATES, LLC17.94KJun 30, 26+680.03%
Merit Financial Group, LLC17.86KJun 30, 26+6650.03%
Advance Capital Management, Inc.17.68KJun 30, 26+5080.03%
Legacy Trust17.07KJun 30, 26--0.03%
Cambridge Investment Research Advisors, Inc.16.60KJun 30, 26-3820.03%
SILVER OAK SECURITIES, INCORPORATED16.35KJun 30, 26+1.36K0.03%
NORTHERN TRUST CORP16.26KJun 30, 26-2.16K0.03%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16.20KJun 30, 26-16.52K0.03%
FIRST MANHATTAN CO. LLC.15.27KJun 30, 26-3830.03%
Larson Financial Group LLC15.14KJun 30, 26+2.39K0.03%
FIRETHORN WEALTH PARTNERS, LLC14.87KJun 30, 26+3.29K0.03%
NATIXIS ADVISORS, L.P.14.46KJun 30, 26+7780.03%
Vise Technologies, Inc.14.22KJun 30, 26+6.91K0.03%
Golden Bell Financial Planning LLC14.21KJun 30, 26--0.03%
RiverFront Investment Group, LLC14.09KJun 30, 26--0.03%
BlackRock, Inc.13.97KJun 30, 26+1.55K0.03%
NewEdge Advisors, LLC13.86KJun 30, 26+20.03%
UBS ASSET MANAGEMENT AMERICAS INC13.76KJun 30, 26-1500.03%
Wealthfront Advisers LLC13.69KJun 30, 26-1.77K0.03%
Harbour Capital Advisors, LLC13.50KJun 30, 26--0.03%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC13.47KJun 30, 26--0.03%
CI Private Wealth, LLC13.28KJun 30, 26-10.98K0.03%
Lido Advisors, LLC13.27KJun 30, 26-1.72K0.03%
Vertex Planning Partners, LLC13.15KJun 30, 26+6.11K0.02%
Oxler Private Wealth LLC12.91KJun 30, 26-7230.02%
Virtus Family Office LLC12.74KJun 30, 26+2.24K0.02%
BLAIR WILLIAM & CO/IL12.65KJun 30, 26+5.53K0.02%
Revolve Wealth Partners, LLC12.44KJun 30, 26-5550.02%
Tradition Wealth Management, LLC12.34KJun 30, 26+20.02%
Western Wealth Management, LLC12.32KJun 30, 26+1.06K0.02%
Sterling Financial Planning, Inc.12.05KJun 30, 26-690.02%
GLENMEDE TRUST CO NA11.80KJun 30, 26-250.02%
Essex Financial Services, Inc.11.08KJun 30, 26-3300.02%
JOHNSON INVESTMENT COUNSEL INC11.02KJun 30, 26+880.02%
HARBOUR INVESTMENT MANAGEMENT LLC11.00KJun 30, 26--0.02%
EnRich Financial Partners LLC10.60KJun 30, 26-2540.02%
AIMZ Investment Advisors, LLC10.50KJun 30, 26--0.02%
Kathmere Capital Management, LLC10.45KJun 30, 26-1.10K0.02%
Beacon Pointe Advisors, LLC10.30KJun 30, 26-3.14K0.02%
Capital Investment Advisors, LLC10.24KJun 30, 26-1710.02%
SRS Capital Advisors, Inc.10.09KJun 30, 26-8520.02%
Bragg Financial Advisors, Inc10.05KJun 30, 26-1000.02%
PFG Advisors10.02KJun 30, 26-7.35K0.02%
Aviance Capital Partners, LLC10.01KJun 30, 26+20.02%
FIRST HAWAIIAN BANK9.86KJun 30, 26--0.02%
Prairiewood Capital, LLC9.72KJun 30, 26--0.02%
TopTier Wealth Management, LLC9.64KJun 30, 26-260.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV9.47KJun 30, 26+50.02%
Resources Investment Advisors, LLC.9.40KJun 30, 26+9.40K0.02%
Navigate Wealth Management, LLC9.38KJun 30, 26-660.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9.18KJun 30, 26+9980.02%
Sigma Planning Corp9.08KJun 30, 26+4570.02%
Quadcap Wealth Management, LLC8.88KJun 30, 26--0.02%
Farther Finance Advisors, LLC8.83KJun 30, 26+5300.02%
STIFEL FINANCIAL CORP8.55KJun 30, 26+1140.02%
Flatrock Wealth Partners LLC8.35KJun 30, 26+150.02%
MLG Wealth Management DBA Pine Grove Financial Group8.19KJun 30, 26--0.02%
REGIONS FINANCIAL CORP8.06KJun 30, 26--0.02%
Trilogy Capital Inc.7.97KJun 30, 26--0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.93KJun 30, 26-25.37K0.02%
Snowden Capital Advisors LLC7.80KJun 30, 26--0.01%
WILEY BROS.-AINTREE CAPITAL, LLC7.78KJun 30, 26+350.01%
Pinnacle Financial Partners, Inc.7.76KJun 30, 26+1.07K0.01%
PEAPACK GLADSTONE FINANCIAL CORP7.75KJun 30, 26--0.01%
LAIRD NORTON TRUST COMPANY, LLC7.70KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/7.69KJun 30, 26+1.92K0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC7.42KJun 30, 26--0.01%
CENTRAL TRUST Co7.36KJun 30, 26--0.01%
Janney Montgomery Scott LLC7.23KJun 30, 26-9700.01%
Spire Wealth Management7.23KJun 30, 26-1830.01%
Colonial Trust Advisors7.15KJun 30, 26--0.01%
Mascoma Wealth Management LLC6.80KJun 30, 26--0.01%
MONETA GROUP INVESTMENT ADVISORS LLC6.78KJun 30, 26-1320.01%
COURIER CAPITAL LLC6.75KJun 30, 26--0.01%
Trailhead Planners LLC6.68KJun 30, 26-3.77K0.01%
BROWN ADVISORY INC6.50KJun 30, 26--0.01%
Financial Alternatives, Inc6.46KJun 30, 26-1000.01%
FAS Wealth Partners, Inc.6.43KJun 30, 26+100.01%
Brinker Capital Investments, LLC6.39KJun 30, 26-200.01%
Tower Research Capital LLC (TRC)6.36KJun 30, 26+6.36K0.01%
IFP Advisors, Inc6.03KJun 30, 26+1.00K0.01%
Principle Wealth Partners LLC6.00KJun 30, 26--0.01%
Sightline Wealth Advisors, LLC5.85KJun 30, 26+100.01%
CIDEL ASSET MANAGEMENT INC5.79KJun 30, 26--0.01%
SHEETS SMITH WEALTH MANAGEMENT5.75KJun 30, 26+840.01%
CIBC Bancorp USA Inc.5.75KJun 30, 26-7240.01%
Fermata Advisors, LLC5.70KJun 30, 26-170.01%
Fragasso Group Inc.5.60KJun 30, 26--0.01%
BIP Wealth, LLC5.54KJun 30, 26+6250.01%
Carnegie Capital Asset Management, LLC5.49KJun 30, 26--0.01%
Vident Advisory, LLC5.38KJun 30, 26-2910.01%
MATHER GROUP, LLC.5.33KJun 30, 26--0.01%
FIFTH THIRD BANCORP5.27KJun 30, 26-40.01%
Badgley Phelps Wealth Managers, LLC5.17KJun 30, 26--0.01%
Intellus Advisors LLC5.17KJun 30, 26--0.01%
Plante Moran Financial Advisors, LLC5.15KJun 30, 26-1.90K0.01%
PARK AVENUE SECURITIES LLC5.12KJun 30, 26-1040.01%
Ancora Advisors, LLC5.10KJun 30, 26--0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5.06KJun 30, 26-1990.01%
ASSETMARK, INC4.97KJun 30, 26-530.01%
Avidian Wealth Solutions, LLC4.96KJun 30, 26--0.01%
Capital Analysts, LLC4.91KJun 30, 26+100.01%
Ameritas Advisory Services, LLC4.88KJun 30, 26+4.88K0.01%
MBL Wealth, LLC4.79KJun 30, 26-1000.01%
Chicago Partners Investment Group LLC4.78KJun 30, 26+4.78K0.01%
MISSION WEALTH MANAGEMENT, LP4.77KJun 30, 26+4.77K0.01%
HM PAYSON & CO4.72KJun 30, 26--0.01%
JMG Financial Group, Ltd.4.70KJun 30, 26+4.70K0.01%
Root Financial Partners, LLC4.68KJun 30, 26+6710.01%
Wedmont Private Capital4.63KJun 30, 26--0.01%
THRIVENT FINANCIAL FOR LUTHERANS4.59KJun 30, 26+270.01%
Western Financial Corp/CA4.48KJun 30, 26+20.01%
LYELL WEALTH MANAGEMENT, LP4.47KJun 30, 26-2000.01%
Richmond Investment Services, LLC4.47KJun 30, 26+4.47K0.01%
Index Fund Advisors, Inc.4.46KJun 30, 26-210.01%
Integrated Wealth Concepts LLC4.45KJun 30, 26+4.45K0.01%
TCG Advisory Services, LLC4.44KJun 30, 26+4.44K0.01%
Fusion Capital, LLC4.40KJun 30, 26+80.01%
Clark Asset Management, LLC4.37KJun 30, 26+4.37K0.01%
Global Retirement Partners, LLC4.35KJun 30, 26+4.35K0.01%
TRUIST FINANCIAL CORP4.34KJun 30, 26+4.34K0.01%
C M BIDWELL & ASSOCIATES LTD4.33KJun 30, 26--0.01%
Genesis Wealth Advisors, LLC4.32KJun 30, 26+4.32K0.01%
Forum Financial Management, LP4.32KJun 30, 26+4.32K0.01%
Creative Capital Management Investments LLC4.30KJun 30, 26-1050.01%
Martin Capital Partners, LLC4.27KJun 30, 26+4.27K0.01%
NewCorp Financial Services, Inc.4.21KJun 30, 26-4120.01%
Joel Isaacson & Co., LLC4.19KJun 30, 26+4.19K0.01%
Plancorp, LLC4.19KJun 30, 26--0.01%
STEPHENS INC /AR/4.17KJun 30, 26+4.17K0.01%
MML INVESTORS SERVICES, LLC4.14KJun 30, 26+4.14K0.01%
Aptus Capital Advisors, LLC4.11KJun 30, 26+80.01%
TWO SIGMA INVESTMENTS, LP4.10KJun 30, 26+4.10K0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC4.07KJun 30, 26+4.07K0.01%
Hirtle Callaghan & Co LLC4.04KJun 30, 26+4.04K0.01%
Maple Capital Management, Inc.4.03KJun 30, 26+4.03K0.01%
Pinnacle Wealth Management Group, Inc.3.92KJun 30, 26+3.92K0.01%
Facet Wealth, Inc.3.92KJun 30, 26+3.92K0.01%
PNC FINANCIAL SERVICES GROUP, INC.3.91KJun 30, 26-7370.01%
GUARDIAN WEALTH ADVISORS, LLC / NC3.88KJun 30, 26+70.01%
Balboa Wealth Partners3.86KJun 30, 26+3.86K0.01%
Umpqua Bank3.85KJun 30, 26+3.85K0.01%
Freedom Day Solutions, LLC3.77KJun 30, 26+3.77K0.01%
Solitude Financial Services3.75KJun 30, 26+3.75K0.01%
Oakworth Capital, Inc.3.63KJun 30, 26--0.01%
LJI Wealth Management, LLC3.63KJun 30, 26+3.63K0.01%
Clearwater Capital Advisors, LLC3.62KJun 30, 26+3.62K0.01%
Qube Research & Technologies Ltd3.23KJun 30, 26+3.23K0.01%
Fortitude Family Office, LLC3.11KJun 30, 26--0.01%
Geneos Wealth Management Inc.3.07KJun 30, 26-2760.01%
VANGUARD ADVISERS INC3.00KJun 30, 26+120.01%
AE Wealth Management LLC2.79KJun 30, 26+1470.01%
Allworth Financial LP2.76KJun 30, 26+1900.01%
Atlantic Edge Private Wealth Management, LLC2.68KJun 30, 26--0.01%
IFG Advisory, LLC2.51KJun 30, 26+2.51K0.00%
Capital Investment Advisory Services, LLC2.50KJun 30, 26--0.00%
Torren Management, LLC2.50KJun 30, 26--0.00%
Center for Financial Planning, Inc.2.42KJun 30, 26-1.92K0.00%
Indiana Trust & Investment Management CO2.38KJun 30, 26--0.00%
GAMMA Investing LLC2.35KJun 30, 26--0.00%
GILL CAPITAL PARTNERS, LLC2.15KJun 30, 26--0.00%
Pioneer Family Office, LLC2.10KJun 30, 26--0.00%
HUNTINGTON NATIONAL BANK2.10KJun 30, 26-2610.00%
Tidemark, LLC2.06KJun 30, 26--0.00%
Vanguard National Trust Co1.85KJun 30, 26--0.00%
Triumph Capital Management1.77KJun 30, 26--0.00%
Atlantic Union Bankshares Corp1.73KJun 30, 26--0.00%
Addison Advisors LLC1.63KJun 30, 26--0.00%
Russell Investments Group, Ltd.1.60KJun 30, 26+2670.00%
Harbor Asset Planning, Inc.1.60KJun 30, 26+30.00%
HARBOUR INVESTMENTS, INC.1.34KJun 30, 26+3740.00%
Milestone Investment Advisors LLC1.31KJun 30, 26--0.00%
PRIVATE TRUST CO NA1.31KJun 30, 26+90.00%
Clearstead Trust, LLC1.12KJun 30, 26+1400.00%
Sachetta, LLC1.11KJun 30, 26+20.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.1.05KJun 30, 26--0.00%
TSFG, LLC1.02KJun 30, 26--0.00%
Abound Wealth Management920Jun 30, 26+20.00%
BOKF, NA919Jun 30, 26--0.00%
Hoese & Co LLP860Jun 30, 26--0.00%
Downshift Financial, LLC776Jun 30, 26+7760.00%
First Pacific Financial761Jun 30, 26+6340.00%
HOWE & RUSLING INC725Jun 30, 26--0.00%
Steigerwald, Gordon & Koch Inc.680Jun 30, 26--0.00%
Founders Financial Alliance, LLC679Jun 30, 26-3.95K0.00%
Mosley Wealth Management670Jun 30, 26+6700.00%
CREATIVE FINANCIAL DESIGNS INC /ADV604Jun 30, 26+6040.00%
CKW FINANCIAL GROUP574Jun 30, 26+5740.00%
Perkins Coie Trust Co525Jun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.515Jun 30, 26--0.00%
Allied Private Wealth LLC515Jun 30, 26+5150.00%
BARRETT & COMPANY, INC.513Jun 30, 26+10.00%
MCF Advisors LLC511Jun 30, 26--0.00%
TOUNJIAN ADVISORY PARTNERS, LLC500Jun 30, 26+5000.00%
New Republic Capital, LLC470Jun 30, 26--0.00%
Cassaday & Co Wealth Management LLC443Jun 30, 26--0.00%
Allspring Global Investments Holdings, LLC427Jun 30, 26+4270.00%
Bogart Wealth, LLC423Jun 30, 26--0.00%
Dunhill Financial, LLC379Jun 30, 26+10.00%
Align Financial, LLC354Jun 30, 26--0.00%
Strategic Wealth Partners, Ltd.320Jun 30, 26--0.00%
Colonial Trust Co / SC320Jun 30, 26--0.00%
Quent Capital, LLC317Jun 30, 26--0.00%
Buck Wealth Strategies, LLC307Jun 30, 26+3070.00%
SYM FINANCIAL Corp295Jun 30, 26--0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC295Jun 30, 26-650.00%
Ankerstar Wealth, LLC271Jun 30, 26--0.00%
Activest Wealth Management259Jun 30, 26+10.00%
Archer Investment Corp253Jun 30, 26+2530.00%
Moisand Fitzgerald Tamayo, LLC250Jun 30, 26--0.00%
North Star Investment Management Corp.243Jun 30, 26--0.00%
Coston, McIsaac & Partners240Jun 30, 26--0.00%
Crewe Advisors LLC238Jun 30, 26--0.00%
AdvisorNet Financial, Inc235Jun 30, 26+580.00%
Medallion Wealth Advisors, LLC225Jun 30, 26-4750.00%
Fairway Wealth LLC225Jun 30, 26--0.00%
Salomon & Ludwin, LLC213Jun 30, 26-110.00%
Continuum Advisory, LLC200Jun 30, 26+2000.00%
Private Wealth Management Group, LLC183Jun 30, 26--0.00%
PROSPERITY BANCSHARES INC175Jun 30, 26--0.00%
Ronald Blue Trust, Inc.167Jun 30, 26--0.00%
Heritage Wealth Advisors160Jun 30, 26+1600.00%
High Note Wealth, LLC152Jun 30, 26+1520.00%
Asset Dedication, LLC150Jun 30, 26+1500.00%
Anchor Bay Capital, Inc.144Jun 30, 26+1440.00%
Robinswood Financial LLC140Jun 30, 26--0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC128Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.125Jun 30, 26--0.00%
MARYLAND CAPITAL ADVISORS INC.124Jun 30, 26+1240.00%
Cordant, Inc.118Jun 30, 26+1180.00%
Smartleaf Asset Management LLC108Jun 30, 26--0.00%
Advocate Investing Services LLC100Jun 30, 26+1000.00%
Cornerstone Planning Group LLC97Jun 30, 26--0.00%
WealthCollab, LLC95Jun 30, 26--0.00%
DiNuzzo Private Wealth, Inc.87Jun 30, 26--0.00%
CGC Financial Services, LLC75Jun 30, 26--0.00%
Cape Investment Advisory, Inc.75Jun 30, 26+750.00%
Ashton Thomas Private Wealth, LLC70Jun 30, 26--0.00%
First Command Advisory Services, Inc.63Jun 30, 26-740.00%
Parkside Financial Bank & Trust41Jun 30, 26--0.00%
WOLFF WIESE MAGANA LLC20Jun 30, 26--0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management19Jun 30, 26--0.00%
Prudent Man Investment Management, Inc.10Jun 30, 26--0.00%
BROWN BROTHERS HARRIMAN & CO7Jun 30, 26--0.00%
NVWM, LLC4Jun 30, 26+20.00%
Signature Resources Capital Management, LLC1Jun 30, 26--0.00%
M Holdings Securities, Inc.--Jun 30, 26-22.43K--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-390--
RETIREMITTEN FINANCIAL LLC--Jun 30, 26-460--
WHI TRUST Co LLC--Jun 30, 26-3.07K--
Ameritas Investment Partners, Inc.--Jun 30, 26-115--
Destiny Wealth Partners, LLC--Jun 30, 26-475--
WealthShield Partners, LLC--Jun 30, 26-9.78K--
NORDEN GROUP LLC--Jun 30, 26-4.76K--
RMG Wealth Management LLC--Jun 30, 26-2.86K--
Kohmann Bosshard Financial Services, LLC--Jun 30, 26-345--
CWM, LLC11.98KMar 31, 26+5.90K0.02%
Sunbelt Securities, Inc.1.73KMar 31, 26--0.00%
Red Tortoise LLC625Mar 31, 26--0.00%
McIlrath & Eck, LLC147Mar 31, 26-100.00%
GM Advisory Group, Inc.--Mar 31, 26-7.38K--
Clarius Group, LLC44.48KDec 31, 25-3.96K0.08%
CIBC Private Wealth Group, LLC6.60KDec 31, 25+2140.01%
COMERICA BANK5.45KDec 31, 25-5.00K0.01%
Litman Gregory Wealth Management LLC2.69KDec 31, 25+2.69K0.01%
Motiv8 Investments LLC60Dec 31, 25+600.00%
Glenmede Investment Management, LP12.20KSep 30, 25--0.02%
COBBLESTONE CAPITAL ADVISORS LLC /NY/7.91KSep 30, 25--0.01%
WETHERBY ASSET MANAGEMENT INC7.70KSep 30, 25--0.01%
PINNACLE FINANCIAL PARTNERS INC6.70KSep 30, 25-1080.01%
Sonora Investment Management Group, LLC5.33KSep 30, 25+5.33K0.01%
Vishria Bird Financial Group, LLC4.65KSep 30, 25+4.65K0.01%
FSA Wealth Management LLC24Sep 30, 25--0.00%
Lion Street Advisors, LLC--Sep 30, 25-31.43K--
Bristlecone Advisors, LLC--Sep 30, 25-391--
AVANTAX ADVISORY SERVICES, INC.543.85KJun 30, 25+37.93K1.03%
Efficient Frontier Advisors LLC7.76KJun 30, 25+200.01%
Congress Wealth Management LLC / DE /6.97KJun 30, 25+6.97K0.01%
Capital Market Strategies LLC6.83KJun 30, 25-8750.01%
Callan Capital, LLC271.23KMar 31, 25-5.71K0.51%
Orion Portfolio Solutions, LLC9.75KMar 31, 25+2760.02%
Schechter Investment Advisors, LLC7.08KMar 31, 25-2500.01%
Sandy Spring Bank1.73KMar 31, 25+6920.00%
CAROLINAS WEALTH CONSULTING LLC1.25KMar 31, 25+10.00%
Spectrum Wealth Counsel, LLC34Mar 31, 25--0.00%
PRIVATE CAPITAL MANAGEMENT LLC6.15KDec 31, 24-2.00K0.01%
RAYMOND JAMES & ASSOCIATES936.63KSep 30, 24+6.95K1.77%
Raymond James Financial Services Advisors, Inc.105.78KSep 30, 24-4.95K0.20%
Private Ocean, LLC81.85KJun 30, 24-1.94K0.16%
Abbrea Capital, LLC7.67KJun 30, 24--0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.--Jun 30, 24-717--
BUCKINGHAM STRATEGIC WEALTH, LLC--Jun 30, 24-5.19K--
Charles Schwab Investment Advisory, Inc.20.36MMar 31, 24-648.30K38.56%
Cetera Advisor Networks LLC404.43KMar 31, 24+7.17K0.77%
Connectus Wealth, LLC7.25KMar 31, 24--0.01%
Cutler Group LLC / CA--Mar 31, 24-1.50K--
WADE G W & INC106.53KDec 31, 23--0.20%
WEALTHSOURCE PARTNERS, LLC80.84KDec 31, 23-2.24K0.15%
Resource Planning Group41.94KDec 31, 23-4.40K0.08%
DFPG INVESTMENTS, LLC38.76KDec 31, 23-8.76K0.07%
Bridgeworth, LLC23.52KDec 31, 23--0.04%
Baystate Wealth Management LLC869Dec 31, 23+30.00%
Bartlett & Co. LLC295Dec 31, 23-2350.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.16.18KSep 30, 23+12.72K0.03%
PFS INVESTMENTS INC.151.92KJun 30, 23+7.08K0.29%
TimeScale Financial, Inc.25Jun 30, 23--0.00%
Clear Perspectives Financial Planning, LLC77Mar 31, 23--0.00%
Personal Capital Advisors Corp1.56KDec 31, 22--0.00%
Sargent Bickham Lagudis LLC289Dec 31, 22+330.00%
Lehman & Derafelo Financial Resources LLC--Dec 31, 22-35--
Kore Private Wealth LLC20.24KSep 30, 22+5900.04%
BALASA DINVERNO & FOLTZ LLC1.48KSep 30, 22--0.00%
Covington Capital Management130Sep 30, 22--0.00%
American Portfolios Advisors100Sep 30, 22--0.00%
American Research & Management Co.50Sep 30, 22--0.00%
ACG Wealth--Sep 30, 22-187--
55I, LLC--Sep 30, 22-1.36K--
Frontier Wealth Management LLC63.17KJun 30, 22+63.17K0.12%
HC FINANCIAL ADVISORS INC835Jun 30, 22--0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC3.40KMar 31, 22+1.37K0.01%
Carroll Financial Associates, Inc.72.46KDec 31, 21-4210.14%
REILLY FINANCIAL ADVISORS, LLC75Dec 31, 21-2290.00%
Harborview Advisors, LLC2.29KSep 30, 21-190.00%
HATTON CONSULTING, INC.1.44KSep 30, 21--0.00%
BADGLEY PHELPS & BELL INC1.83KJun 30, 21-1300.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV22.17KDec 31, 20--0.04%
SVA Wealth Management, LLC1.88KDec 31, 20-1360.00%
Watson Rebecca2.46KSep 30, 20--0.00%
Argent Wealth Management LLC1.68KJun 30, 20+1.68K0.00%
TRUEWEALTH LLC265Jun 30, 20-1550.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.174.30KDec 31, 19-15.49K0.33%
Advisor Group, Inc.21.49KDec 31, 19-4810.04%
MADISON INVESTMENT HOLDINGS INC5.53KSep 30, 19--0.01%
MRA Associates USA LLC59Sep 30, 19-850.00%
Delphi Private Advisors LLC65.28KJun 30, 19-8340.12%
Live Your Vision, LLC4.26KMar 31, 19+1490.01%
Horizon Kinetics LLC27.30KDec 31, 18+27.30K0.05%
Mosaic Financial Partners, Inc.28.37KJun 30, 18+28.37K0.05%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.