State Street SPDR ICE Preferred Securities ETF(PSK)

$29.34—Stale · unknown old

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State Street SPDR ICE Preferred Securities ETF(PSK)

NYSE • Last print unknown ago

$29.34—Stale · unknown old

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PSK(PSK)

PSK

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Institutional Ownership

Top 393 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLS FARGO & COMPANY/MN	1.43M	Jun 30, 26	+51.30K	6.09%
MORGAN STANLEY	1.12M	Jun 30, 26	+54.90K	4.77%
ROYAL BANK OF CANADA	997.08K	Jun 30, 26	+104.16K	4.24%
Bank of New York Mellon Corp	803.59K	Jun 30, 26	-49.43K	3.42%
State of Wisconsin - Board of Commissioners of Public Lands	780.64K	Jun 30, 26	--	3.32%
CNO Financial Group, Inc.	700.00K	Jun 30, 26	--	2.98%
ENVESTNET ASSET MANAGEMENT INC	624.49K	Jun 30, 26	+22.98K	2.66%
RAYMOND JAMES FINANCIAL INC	433.91K	Jun 30, 26	+35.09K	1.85%
LPL Financial LLC	416.66K	Jun 30, 26	-27.80K	1.77%
Sage Advisory Services, Ltd.Co.	372.86K	Jun 30, 26	+27.36K	1.59%
Lido Advisors, LLC	266.84K	Jun 30, 26	-3.39K	1.14%
UBS Group AG	265.32K	Jun 30, 26	+8.60K	1.13%
BANK OF AMERICA CORP /DE/	257.02K	Jun 30, 26	-2.42K	1.09%
United Asset Strategies, Inc.	250.57K	Jun 30, 26	+250.57K	1.07%
PARK AVENUE SECURITIES LLC	181.52K	Jun 30, 26	-31.66K	0.77%
TRUIST FINANCIAL CORP	176.07K	Jun 30, 26	+3.68K	0.75%
Checchi Capital Advisers, LLC	174.25K	Jun 30, 26	-574	0.74%
Twelve Points Wealth Management LLC	164.24K	Jun 30, 26	+30.72K	0.70%
Cetera Investment Advisers	141.34K	Jun 30, 26	-73.42K	0.60%
Crews Bank & Trust	138.14K	Jun 30, 26	+90	0.59%
Sound Income Strategies, LLC	134.34K	Jun 30, 26	-2.56K	0.57%
WILEY BROS.-AINTREE CAPITAL, LLC	131.39K	Jun 30, 26	+1.21K	0.56%
Ameritas Advisory Services, LLC	122.71K	Jun 30, 26	+61.29K	0.52%
PNC FINANCIAL SERVICES GROUP, INC.	116.61K	Jun 30, 26	+3.70K	0.50%
Rosenberg Matthew Hamilton	114.61K	Jun 30, 26	+12.30K	0.49%
Allworth Financial LP	111.47K	Jun 30, 26	-8.46K	0.47%
Midwest Trust Co	110.38K	Jun 30, 26	-548	0.47%
Shulman DeMeo Asset Management LLC	105.42K	Jun 30, 26	-355	0.45%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	93.17K	Jun 30, 26	-5.10K	0.40%
Sixth Street Partners Management Company, L.P.	93.17K	Jun 30, 26	+93.17K	0.40%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	86.97K	Jun 30, 26	+773	0.37%
Investors Research Corp	84.47K	Jun 30, 26	-4.37K	0.36%
AMERIPRISE FINANCIAL INC	79.49K	Jun 30, 26	-828	0.34%
ST GERMAIN D J CO INC	78.17K	Jun 30, 26	-2.25K	0.33%
Voya Financial Advisors, Inc.	67.14K	Jun 30, 26	+11.31K	0.29%
Aspetuck Financial Management LLC	55.91K	Jun 30, 26	-60	0.24%
Brinker Capital Investments, LLC	53.19K	Jun 30, 26	-387	0.23%
Crestwood Advisors Group LLC	50.73K	Jun 30, 26	--	0.22%
DEUTSCHE BANK AG\	48.27K	Jun 30, 26	--	0.21%
JPMORGAN CHASE & CO	48.16K	Jun 30, 26	+11.09K	0.20%
FDx Advisors, Inc.	45.29K	Jun 30, 26	-6.71K	0.19%
Rockefeller Capital Management L.P.	44.40K	Jun 30, 26	-914	0.19%
ADVISOR GROUP HOLDINGS, INC.	41.60K	Jun 30, 26	+1.50K	0.18%
NFP Retirement, Inc.	41.39K	Jun 30, 26	+936	0.18%
Private Advisor Group, LLC	38.47K	Jun 30, 26	-8.73K	0.16%
Wealthcare Advisory Partners LLC	37.74K	Jun 30, 26	-2.52K	0.16%
BANK OF MONTREAL /CAN/	36.79K	Jun 30, 26	-2.72K	0.16%
Financial Insights, Inc.	34.84K	Jun 30, 26	+2.75K	0.15%
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	33.03K	Jun 30, 26	-4.94K	0.14%
Provenance Wealth Advisors, LLC	31.54K	Jun 30, 26	--	0.13%
Strategic Financial Concepts, LLC	28.37K	Jun 30, 26	+158	0.12%
Breachway Investments LLC	27.98K	Jun 30, 26	+4.23K	0.12%
Foundations Investment Advisors, LLC	27.96K	Jun 30, 26	+20.31K	0.12%
XML Financial, LLC	26.94K	Jun 30, 26	-45	0.11%
Walser Wealth Management Company, A Ltd Liability Co	26.49K	Jun 30, 26	+26.49K	0.11%
NewEdge Advisors, LLC	26.44K	Jun 30, 26	+651	0.11%
Cambridge Investment Research Advisors, Inc.	24.72K	Jun 30, 26	+1.93K	0.11%
Betterment LLC	23.65K	Jun 30, 26	-1.14K	0.10%
FIFTH THIRD SECURITIES, INC.	22.72K	Jun 30, 26	+1.25K	0.10%
FULTON BREAKEFIELD BROENNIMAN LLC	22.59K	Jun 30, 26	-2.92K	0.10%
NBT BANK N A /NY	21.92K	Jun 30, 26	--	0.09%
Cornerstone Financial Group, LLC /NE/	20.73K	Jun 30, 26	+207	0.09%
Euro Pacific Asset Management, LLC	19.03K	Jun 30, 26	--	0.08%
MML INVESTORS SERVICES, LLC	18.75K	Jun 30, 26	+1.83K	0.08%
Pure Financial Advisors, LLC	17.38K	Jun 30, 26	-6.29K	0.07%
LAUREL OAK WEALTH MANAGEMENT, LLC	16.67K	Jun 30, 26	-2.14K	0.07%
Atlas Private Wealth Advisors	15.53K	Jun 30, 26	-8.07K	0.07%
US BANCORP \DE\	14.98K	Jun 30, 26	+450	0.06%
Camarda Financial Advisors, LLC	14.70K	Jun 30, 26	+1.08K	0.06%
CGN Advisors LLC	14.47K	Jun 30, 26	-1.90K	0.06%
Hilton Capital Management, LLC	13.86K	Jun 30, 26	+13.86K	0.06%
Sequent Planning LLC	13.85K	Jun 30, 26	+1.61K	0.06%
FIFTH THIRD BANCORP	13.79K	Jun 30, 26	-631	0.06%
JONES FINANCIAL COMPANIES LLLP	12.84K	Jun 30, 26	+4.43K	0.05%
Wedmont Private Capital	12.60K	Jun 30, 26	+218	0.05%
Inscription Capital, LLC	12.60K	Jun 30, 26	-468	0.05%
Mariner, LLC	12.54K	Jun 30, 26	-9.67K	0.05%
WealthPoint Financial, LLC	12.50K	Jun 30, 26	+2.03K	0.05%
GREENLEAF TRUST	12.04K	Jun 30, 26	-16.71K	0.05%
ALEXANDER LABRUNERIE & CO., INC.	11.89K	Jun 30, 26	-464	0.05%
ECLECTIC ASSOCIATES INC /ADV	11.79K	Jun 30, 26	+27	0.05%
PRIVATE TRUST CO NA	11.45K	Jun 30, 26	--	0.05%
Artemis Wealth Advisors, LLC	11.04K	Jun 30, 26	+176	0.05%
Plan Group Financial, LLC	11.00K	Jun 30, 26	+11.00K	0.05%
JANE STREET GROUP, LLC	10.99K	Jun 30, 26	+10.99K	0.05%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	10.00K	Jun 30, 26	--	0.04%
Cerity Partners LLC	9.40K	Jun 30, 26	+513	0.04%
Gotham Asset Management, LLC	9.18K	Jun 30, 26	+1.45K	0.04%
TD Capital Management LLC	9.16K	Jun 30, 26	+18	0.04%
Creative Planning	8.66K	Jun 30, 26	+94	0.04%
Bath Savings Trust Co	8.42K	Jun 30, 26	-11.54K	0.04%
FORM Wealth Advisors, LLC	8.32K	Jun 30, 26	+143	0.04%
Wayfinding Financial, LLC	8.21K	Jun 30, 26	--	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.17K	Jun 30, 26	-61.96K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.14K	Jun 30, 26	+126	0.03%
KEYBANK NATIONAL ASSOCIATION/OH	8.10K	Jun 30, 26	--	0.03%
Stratos Wealth Partners, LTD.	7.92K	Jun 30, 26	+8	0.03%
Sharper & Granite LLC	7.31K	Jun 30, 26	--	0.03%
Equitable Holdings, Inc.	7.28K	Jun 30, 26	+563	0.03%
FLPUTNAM INVESTMENT MANAGEMENT CO	6.97K	Jun 30, 26	-1.13K	0.03%
Farther Finance Advisors, LLC	6.07K	Jun 30, 26	+1.00K	0.03%
Geneos Wealth Management Inc.	5.66K	Jun 30, 26	-13	0.02%
MERCER GLOBAL ADVISORS INC /ADV	5.29K	Jun 30, 26	-4.41K	0.02%
Tradewinds Capital Management, LLC	4.71K	Jun 30, 26	-445	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.16K	Jun 30, 26	+21	0.02%
Medallion Wealth Advisors, LLC	3.73K	Jun 30, 26	-1.63K	0.02%
Napier Financial, LLC	2.78K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	2.77K	Jun 30, 26	+1	0.01%
Strategic Wealth Partners, Ltd.	2.08K	Jun 30, 26	-509	0.01%
AlphaCore Capital LLC	2.01K	Jun 30, 26	--	0.01%
DUNCKER STREETT & CO INC	2.00K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	1.75K	Jun 30, 26	+76	0.01%
ROCKY MOUNTAIN ADVISERS, LLC	1.62K	Jun 30, 26	--	0.01%
IMA Wealth, Inc.	1.57K	Jun 30, 26	+1.57K	0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.39K	Jun 30, 26	-192	0.01%
CoreCap Advisors, LLC	1.30K	Jun 30, 26	--	0.01%
CITY HOLDING CO	1.16K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	1.15K	Jun 30, 26	--	0.00%
Key FInancial Inc	1.14K	Jun 30, 26	-149	0.00%
Rialto Wealth Management, LLC	1.09K	Jun 30, 26	--	0.00%
JDM Financial Group LLC	1.06K	Jun 30, 26	-285	0.00%
Topsail Wealth Management, LLC	858	Jun 30, 26	-300	0.00%
Cornerstone Planning Group LLC	798	Jun 30, 26	+13	0.00%
HARBOUR INVESTMENTS, INC.	787	Jun 30, 26	+787	0.00%
Triumph Capital Management	642	Jun 30, 26	+100	0.00%
Sunrise Financial Services, LLC	584	Jun 30, 26	+584	0.00%
SRS Capital Advisors, Inc.	565	Jun 30, 26	+447	0.00%
NATIONAL BANK OF CANADA /FI/	450	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	438	Jun 30, 26	+438	0.00%
PARK NATIONAL CORP /OH/	388	Jun 30, 26	-315	0.00%
Vermillion Wealth Management, Inc.	379	Jun 30, 26	-66	0.00%
CITIGROUP INC	300	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	258	Jun 30, 26	-453	0.00%
AE Wealth Management LLC	226	Jun 30, 26	--	0.00%
VIMA LLC	178	Jun 30, 26	+178	0.00%
Ashton Thomas Private Wealth, LLC	171	Jun 30, 26	--	0.00%
VISION FINANCIAL MARKETS LLC	155	Jun 30, 26	+3	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	150	Jun 30, 26	+150	0.00%
Measured Wealth Private Client Group, LLC	146	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	124	Jun 30, 26	+124	0.00%
SBI Securities Co., Ltd.	117	Jun 30, 26	+93	0.00%
FMR LLC	110	Jun 30, 26	+110	0.00%
Front Row Advisors LLC	101	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	100	Jun 30, 26	--	0.00%
Key Capital Management, INC	92	Jun 30, 26	-193	0.00%
Transamerica Financial Advisors, Inc.	89	Jun 30, 26	-4	0.00%
SYM FINANCIAL Corp	89	Jun 30, 26	+89	0.00%
Highland Investment Advisors LLC	85	Jun 30, 26	+85	0.00%
Costello Asset Management, INC	84	Jun 30, 26	+1	0.00%
Nalls Sherbakoff Group, LLC	73	Jun 30, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	56	Jun 30, 26	--	0.00%
Portfolio Resources Advisor Group, Inc.	13	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	13	Jun 30, 26	+13	0.00%
True Wealth Design, LLC	3	Jun 30, 26	+3	0.00%
Westfuller Advisors, LLC	1	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	1	Jun 30, 26	--	0.00%
Independent Advisor Alliance	--	Jun 30, 26	-6.65K	--
Financial Network Wealth Advisors LLC	--	Jun 30, 26	-57	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-15	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-197	--
McAdam, LLC	--	Jun 30, 26	-15.57K	--
Kestra Advisory Services, LLC	--	Jun 30, 26	-7.64K	--
MAI Capital Management	--	Jun 30, 26	-4.40K	--
Spire Wealth Management	--	Jun 30, 26	-26	--
WEDBUSH SECURITIES INC	--	Jun 30, 26	-7.37K	--
Advisory Services Network, LLC	--	Jun 30, 26	-547	--
WFA of San Diego, LLC	--	Jun 30, 26	-2.65K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-3	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-7.00K	--
COMMONWEALTH EQUITY SERVICES, LLC	--	Jun 30, 26	-7.64K	--
PMV Capital Advisers, LLC	--	Jun 30, 26	-6	--
DAVENPORT & Co LLC	--	Jun 30, 26	-7.52K	--
Crumly & Associates Inc.	--	Jun 30, 26	-7.37K	--
JOHNSON INVESTMENT COUNSEL INC	--	Jun 30, 26	-7.84K	--
Hickory Point Bank & Trust	--	Jun 30, 26	-326	--
CHESAPEAKE ASSET MANAGEMENT LLC	--	Jun 30, 26	-461	--
Amicus Financial Advisors, LLC	--	Jun 30, 26	-7.57K	--
HighTower Advisors, LLC	--	Jun 30, 26	-6.61K	--
WELLS FARGO & COMPANY/MN	1.38M	Mar 31, 26	+48.64K	5.87%
MORGAN STANLEY	1.07M	Mar 31, 26	-4.86K	4.53%
ROYAL BANK OF CANADA	892.92K	Mar 31, 26	-8.48K	3.80%
Bank of New York Mellon Corp	853.02K	Mar 31, 26	-210.10K	3.63%
CNO Financial Group, Inc.	700.00K	Mar 31, 26	--	2.98%
ENVESTNET ASSET MANAGEMENT INC	601.51K	Mar 31, 26	+16.89K	2.56%
LPL Financial LLC	444.46K	Mar 31, 26	-32.66K	1.89%
RAYMOND JAMES FINANCIAL INC	398.82K	Mar 31, 26	-203.73K	1.70%
Sage Advisory Services, Ltd.Co.	345.50K	Mar 31, 26	-50	1.47%
Lido Advisors, LLC	270.23K	Mar 31, 26	-10.57K	1.15%
BANK OF AMERICA CORP /DE/	259.44K	Mar 31, 26	+32.60K	1.10%
UBS Group AG	256.72K	Mar 31, 26	-393.93K	1.09%
Cetera Investment Advisers	214.76K	Mar 31, 26	+102.08K	0.91%
PARK AVENUE SECURITIES LLC	213.18K	Mar 31, 26	-267.95K	0.91%
Checchi Capital Advisers, LLC	174.83K	Mar 31, 26	-14.89K	0.74%
TRUIST FINANCIAL CORP	172.38K	Mar 31, 26	-6.12K	0.73%
Sound Income Strategies, LLC	136.90K	Mar 31, 26	-6.37K	0.58%
Twelve Points Wealth Management LLC	133.51K	Mar 31, 26	+18.07K	0.57%
WILEY BROS.-AINTREE CAPITAL, LLC	130.18K	Mar 31, 26	+11.21K	0.55%
Allworth Financial LP	119.94K	Mar 31, 26	-1.92K	0.51%
PNC FINANCIAL SERVICES GROUP, INC.	112.90K	Mar 31, 26	+4.62K	0.48%
Shulman DeMeo Asset Management LLC	105.78K	Mar 31, 26	-4.50K	0.45%
Rosenberg Matthew Hamilton	102.31K	Mar 31, 26	+7.14K	0.44%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	98.28K	Mar 31, 26	-6.83K	0.42%
Investors Research Corp	88.84K	Mar 31, 26	-1.89K	0.38%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	86.20K	Mar 31, 26	-362	0.37%
ST GERMAIN D J CO INC	80.42K	Mar 31, 26	-1.77K	0.34%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	70.13K	Mar 31, 26	+26.48K	0.30%
Ameritas Advisory Services, LLC	61.42K	Mar 31, 26	+1.19K	0.26%
Voya Financial Advisors, Inc.	55.83K	Mar 31, 26	-6.12K	0.24%
FDx Advisors, Inc.	51.99K	Mar 31, 26	+51.99K	0.22%
Crestwood Advisors Group LLC	50.73K	Mar 31, 26	+37.80K	0.22%
DEUTSCHE BANK AG\	48.27K	Mar 31, 26	+17.37K	0.21%
Private Advisor Group, LLC	47.20K	Mar 31, 26	+784	0.20%
Rockefeller Capital Management L.P.	45.31K	Mar 31, 26	-598	0.19%
Wealthcare Advisory Partners LLC	40.26K	Mar 31, 26	+1	0.17%
ADVISOR GROUP HOLDINGS, INC.	40.09K	Mar 31, 26	-3.84K	0.17%
BANK OF MONTREAL /CAN/	39.51K	Mar 31, 26	-845	0.17%
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	37.97K	Mar 31, 26	+4.86K	0.16%
JPMORGAN CHASE & CO	37.06K	Mar 31, 26	+6.34K	0.16%
Financial Insights, Inc.	32.09K	Mar 31, 26	+4.48K	0.14%
GREENLEAF TRUST	28.76K	Mar 31, 26	-8.34K	0.12%
Strategic Financial Concepts, LLC	28.21K	Mar 31, 26	+28.21K	0.12%
XML Financial, LLC	26.98K	Mar 31, 26	-5.54K	0.11%
NewEdge Advisors, LLC	25.79K	Mar 31, 26	+359	0.11%
FULTON BREAKEFIELD BROENNIMAN LLC	25.51K	Mar 31, 26	-50	0.11%
Betterment LLC	24.78K	Mar 31, 26	+5	0.11%
Pure Financial Advisors, LLC	23.67K	Mar 31, 26	-459	0.10%
Atlas Private Wealth Advisors	23.60K	Mar 31, 26	-14.78K	0.10%
Cambridge Investment Research Advisors, Inc.	22.79K	Mar 31, 26	-10.04K	0.10%
NBT BANK N A /NY	21.92K	Mar 31, 26	--	0.09%
FIFTH THIRD SECURITIES, INC.	21.47K	Mar 31, 26	+590	0.09%
Euro Pacific Asset Management, LLC	19.03K	Mar 31, 26	--	0.08%
CWM, LLC	17.04K	Mar 31, 26	+11.06K	0.07%
MML INVESTORS SERVICES, LLC	16.92K	Mar 31, 26	-683	0.07%
CGN Advisors LLC	16.37K	Mar 31, 26	-6.21K	0.07%
McAdam, LLC	15.57K	Mar 31, 26	-747	0.07%
US BANCORP \DE\	14.53K	Mar 31, 26	+1.01K	0.06%
FIFTH THIRD BANCORP	14.42K	Mar 31, 26	+14.42K	0.06%
Camarda Financial Advisors, LLC	13.62K	Mar 31, 26	+327	0.06%
Inscription Capital, LLC	13.06K	Mar 31, 26	--	0.06%
Wedmont Private Capital	12.39K	Mar 31, 26	+208	0.05%
ECLECTIC ASSOCIATES INC /ADV	11.77K	Mar 31, 26	+17	0.05%
PRIVATE TRUST CO NA	11.45K	Mar 31, 26	-1.82K	0.05%
Artemis Wealth Advisors, LLC	10.87K	Mar 31, 26	+113	0.05%
MERCER GLOBAL ADVISORS INC /ADV	9.70K	Mar 31, 26	+1.54K	0.04%
TD Capital Management LLC	9.14K	Mar 31, 26	-3	0.04%
Cerity Partners LLC	8.89K	Mar 31, 26	+8.89K	0.04%
Creative Planning	8.57K	Mar 31, 26	+186	0.04%
JONES FINANCIAL COMPANIES LLLP	8.41K	Mar 31, 26	-486	0.04%
Wayfinding Financial, LLC	8.21K	Mar 31, 26	+1.71K	0.03%
FLPUTNAM INVESTMENT MANAGEMENT CO	8.11K	Mar 31, 26	-665	0.03%
KEYBANK NATIONAL ASSOCIATION/OH	8.10K	Mar 31, 26	--	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.01K	Mar 31, 26	+369	0.03%
Stratos Wealth Partners, LTD.	7.91K	Mar 31, 26	+67	0.03%
JOHNSON INVESTMENT COUNSEL INC	7.84K	Mar 31, 26	+7.84K	0.03%
Gotham Asset Management, LLC	7.73K	Mar 31, 26	--	0.03%
Foundations Investment Advisors, LLC	7.66K	Mar 31, 26	+699	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	7.64K	Mar 31, 26	-3.60K	0.03%
Kestra Advisory Services, LLC	7.64K	Mar 31, 26	-208	0.03%
DAVENPORT & Co LLC	7.52K	Mar 31, 26	+157	0.03%
WEDBUSH SECURITIES INC	7.37K	Mar 31, 26	-276	0.03%
Crumly & Associates Inc.	7.37K	Mar 31, 26	--	0.03%
CITADEL ADVISORS LLC	7.00K	Mar 31, 26	-33.39K	0.03%
Equitable Holdings, Inc.	6.72K	Mar 31, 26	-32	0.03%
Independent Advisor Alliance	6.65K	Mar 31, 26	+6.65K	0.03%
HighTower Advisors, LLC	6.61K	Mar 31, 26	+6.61K	0.03%
Geneos Wealth Management Inc.	5.67K	Mar 31, 26	+49	0.02%
Tradewinds Capital Management, LLC	5.16K	Mar 31, 26	-630	0.02%
MAI Capital Management	4.40K	Mar 31, 26	-288	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.14K	Mar 31, 26	-47	0.02%
IFP Advisors, Inc	2.77K	Mar 31, 26	+157	0.01%
WFA of San Diego, LLC	2.65K	Mar 31, 26	--	0.01%
Strategic Wealth Partners, Ltd.	2.59K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	2.30K	Mar 31, 26	--	0.01%
AlphaCore Capital LLC	2.01K	Mar 31, 26	--	0.01%
DUNCKER STREETT & CO INC	2.00K	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	1.68K	Mar 31, 26	-52	0.01%
ROCKY MOUNTAIN ADVISERS, LLC	1.62K	Mar 31, 26	--	0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.58K	Mar 31, 26	-204	0.01%
CoreCap Advisors, LLC	1.30K	Mar 31, 26	--	0.01%
Key FInancial Inc	1.29K	Mar 31, 26	--	0.01%
CITY HOLDING CO	1.16K	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	1.15K	Mar 31, 26	-350	0.00%
Cornerstone Planning Group LLC	785	Mar 31, 26	+14	0.00%
Capital Investment Advisory Services, LLC	711	Mar 31, 26	-142	0.00%
Advisory Services Network, LLC	547	Mar 31, 26	+547	0.00%
Triumph Capital Management	542	Mar 31, 26	+78	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	461	Mar 31, 26	+461	0.00%
NATIONAL BANK OF CANADA /FI/	450	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	445	Mar 31, 26	-10	0.00%
CITIGROUP INC	300	Mar 31, 26	--	0.00%
AE Wealth Management LLC	226	Mar 31, 26	-864	0.00%
HUNTINGTON NATIONAL BANK	197	Mar 31, 26	+197	0.00%
VISION FINANCIAL MARKETS LLC	152	Mar 31, 26	+1	0.00%
Measured Wealth Private Client Group, LLC	146	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	118	Mar 31, 26	-187	0.00%
Front Row Advisors LLC	101	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	100	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	93	Mar 31, 26	-101	0.00%
Costello Asset Management, INC	83	Mar 31, 26	+1	0.00%
Nalls Sherbakoff Group, LLC	73	Mar 31, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	56	Mar 31, 26	--	0.00%
Spire Wealth Management	26	Mar 31, 26	+26	0.00%
SBI Securities Co., Ltd.	24	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	15	Mar 31, 26	+15	0.00%
Tower Research Capital LLC (TRC)	3	Mar 31, 26	-17	0.00%
SIGNATUREFD, LLC	1	Mar 31, 26	--	0.00%
SageView Advisory Group, LLC	--	Mar 31, 26	-590	--
Capital Analysts, LLC	--	Mar 31, 26	-29	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-841	--
Trust Co	--	Mar 31, 26	-500	--
Newbridge Financial Services Group, Inc.	--	Mar 31, 26	-24	--
Prospera Financial Services Inc	--	Mar 31, 26	-6.63K	--
RFG Advisory, LLC	--	Mar 31, 26	-31.18K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-693	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-95	--
MMA ASSET MANAGEMENT LLC	--	Mar 31, 26	-9.91K	--
ZACKS INVESTMENT MANAGEMENT	--	Mar 31, 26	-163.68K	--
Parallel Advisors, LLC	--	Mar 31, 26	-2.77K	--
HRT FINANCIAL LP	--	Mar 31, 26	-13.00K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-7.24K	--
Long Run Wealth Advisors, LLC	229.95K	Dec 31, 25	+14.62K	0.98%
GREENBERG FINANCIAL GROUP	21.30K	Dec 31, 25	+21.30K	0.09%
COMERICA BANK	13.01K	Dec 31, 25	+482	0.06%
Austin Private Wealth, LLC	8.20K	Dec 31, 25	+1.14K	0.03%
MGB Wealth Management, LLC	228	Dec 31, 25	-257	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-103	--
SYNOVUS FINANCIAL CORP	21.89K	Sep 30, 25	-97	0.09%
Lowe Wealth Advisors, LLC	3.54K	Sep 30, 25	--	0.02%
Shilanski & Associates, Inc.	--	Sep 30, 25	-146.12K	--
Iron Horse Wealth Management, LLC	2.07K	Jun 30, 25	-136	0.01%
Orion Portfolio Solutions, LLC	62.12K	Mar 31, 25	-2.52K	0.26%
Treynor Bancshares, Inc.	8.41K	Dec 31, 24	+83	0.04%
Householder Group Estate & Retirement Specialist, LLC	4.86K	Dec 31, 24	-1.17K	0.02%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-6.14K	--
RAYMOND JAMES & ASSOCIATES	191.32K	Sep 30, 24	+73.69K	0.81%
Raymond James Financial Services Advisors, Inc.	33.63K	Sep 30, 24	-7.05K	0.14%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-156	--
Charles Schwab Investment Advisory, Inc.	145.99K	Mar 31, 24	-13.17K	0.62%
Cetera Advisor Networks LLC	17.56K	Mar 31, 24	-269	0.07%
Cetera Advisors LLC	8.53K	Mar 31, 24	--	0.04%
Retirement Group, LLC	283	Mar 31, 24	--	0.00%
Baystate Wealth Management LLC	2.33K	Dec 31, 23	+304	0.01%
Endurance Wealth Management, Inc.	14.70K	Jun 30, 23	-12.40K	0.06%
Ten Capital Wealth Advisors, LLC	7.05K	Jun 30, 23	-2.34K	0.03%
TimeScale Financial, Inc.	6.11K	Jun 30, 23	--	0.03%
PFS INVESTMENTS INC.	--	Jun 30, 23	-977.78K	--
American Portfolios Advisors	6.25K	Sep 30, 22	+6.25K	0.03%
MUFG Americas Holdings Corp	5.25K	Sep 30, 22	--	0.02%
American Research & Management Co.	1.70K	Sep 30, 22	-6.65K	0.01%
RGT Wealth Advisors, LLC	--	Sep 30, 22	-1.00K	--
B. Riley Wealth Management, Inc.	7.99K	Jun 30, 22	+7.99K	0.03%
Lake Point Wealth Management	23	Jun 30, 22	--	0.00%
KINGS POINT CAPITAL MANAGEMENT	293	Mar 31, 22	--	0.00%
QUEST CAPITAL MANAGEMENT INC /ADV	14.32K	Dec 31, 21	+21	0.06%
Carroll Financial Associates, Inc.	586	Dec 31, 21	+371	0.00%
REILLY FINANCIAL ADVISORS, LLC	473	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-22.35K	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	126.52K	Sep 30, 21	+805	0.54%
Ameritas Investment Company, LLC	42.60K	Sep 30, 21	+42.13K	0.18%
Sonora Investment Management, LLC	--	Sep 30, 21	--	--
OLD MISSION CAPITAL, LLC	26.11K	Dec 31, 20	+26.11K	0.11%
Winslow, Evans & Crocker, Inc.	1.31K	Dec 31, 20	+260	0.01%
ETRADE Capital Management LLC	52.81K	Sep 30, 20	+3.42K	0.22%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	126.72K	Mar 31, 20	+16.14K	0.54%
Noven Financial Group, Inc.	26.17K	Mar 31, 20	-1.49K	0.11%
Squar Milner Financial Services LLC	2.65K	Mar 31, 20	+566	0.01%
ACCURATE INVESTMENT SOLUTIONS, INC.	--	Mar 31, 20	-45	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	51.17K	Dec 31, 19	+24.41K	0.22%
Advisor Group, Inc.	6.38K	Dec 31, 19	-64	0.03%
SUNTRUST BANKS INC	155.30K	Sep 30, 19	+592	0.66%
Guidant Wealth Advisors	10.71K	Sep 30, 19	-5.73K	0.05%
BB&T SECURITIES, LLC	9.18K	Sep 30, 19	+9.18K	0.04%
Ceros Financial Services Inc.	1.40K	Mar 31, 19	+1.40K	0.01%
Zions Bancorporation	2.00K	Sep 30, 18	--	0.01%
Edge Advisors, LLC	5.63K	Jun 30, 18	--	0.02%
Allegis Investment Advisors, LLC	58.17K	Mar 31, 18	+800	0.25%
SII INVESTMENTS INC/WI	4.95K	Dec 31, 17	+4.95K	0.02%
BB&T INVESTMENT SERVICES, INC.	1.23K	Dec 31, 17	--	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-5.80K	--
Commonwealth Equity Services, Inc	53.75K	Jun 30, 17	-107.93K	0.23%
WFG Advisors, LP	4.63K	Jun 30, 17	+986	0.02%
MSI Financial Services Inc	10.11K	Dec 31, 16	-2.78K	0.04%
Braver Wealth Management, LLC	9.49K	Dec 31, 16	+9.49K	0.04%
HIGH POINT BANK & TRUST CO	2.95K	Dec 31, 16	+2.95K	0.01%
EDMOND DE ROTHSCHILD (SUISSE) S.A.	50.37K	Sep 30, 16	+50.37K	0.21%
WESTPORT RESOURCES MANAGEMENT INC	1.30K	Sep 30, 16	-11.85K	0.01%
ADVISOR CONSULTANT NETWORK INC	--	Sep 30, 16	--	--
VSR Financial Services, Inc.	9.66K	Jun 30, 16	-4.26K	0.04%
NEW ENGLAND SECURITIES CORP /MA/	216	Dec 31, 14	-9	0.00%
UBS AG	33.48K	Sep 30, 14	-1.40K	0.14%
Strategic Capital Group LLC	--	Jun 30, 14	-2.86K	--
KNIGHT CAPITAL GROUP LLC	20.40K	Jun 30, 13	+15.80K	0.09%
First Allied Securities, Inc.	2.67K	Jun 30, 12	--	0.01%

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Holder

Date

Change

% Held

WELLS FARGO & COMPANY/MN

1.43M

Jun 30, 26

+51.30K

6.09%

MORGAN STANLEY

1.12M

Jun 30, 26

+54.90K

4.77%

ROYAL BANK OF CANADA

997.08K

Jun 30, 26

+104.16K

4.24%

Bank of New York Mellon Corp

803.59K

Jun 30, 26

-49.43K

3.42%

State of Wisconsin - Board of Commissioners of Public Lands

780.64K

Jun 30, 26

3.32%

CNO Financial Group, Inc.

700.00K

Jun 30, 26

2.98%

ENVESTNET ASSET MANAGEMENT INC

624.49K

Jun 30, 26

+22.98K

2.66%

RAYMOND JAMES FINANCIAL INC

433.91K

Jun 30, 26

+35.09K

1.85%

LPL Financial LLC

416.66K

Jun 30, 26

-27.80K

1.77%

Sage Advisory Services, Ltd.Co.

372.86K

Jun 30, 26

+27.36K

1.59%

Lido Advisors, LLC

266.84K

Jun 30, 26

-3.39K

1.14%

UBS Group AG

265.32K

Jun 30, 26

+8.60K

1.13%

BANK OF AMERICA CORP /DE/

257.02K

Jun 30, 26

-2.42K

1.09%

United Asset Strategies, Inc.

250.57K

Jun 30, 26

+250.57K

1.07%

PARK AVENUE SECURITIES LLC

181.52K

Jun 30, 26

-31.66K

0.77%

TRUIST FINANCIAL CORP

176.07K

Jun 30, 26

+3.68K

0.75%

Checchi Capital Advisers, LLC

174.25K

Jun 30, 26

-574

0.74%

Twelve Points Wealth Management LLC

164.24K

Jun 30, 26

+30.72K

0.70%

Cetera Investment Advisers

141.34K

Jun 30, 26

-73.42K

0.60%

Crews Bank & Trust

138.14K

Jun 30, 26

+90

0.59%

Sound Income Strategies, LLC

134.34K

Jun 30, 26

-2.56K

0.57%

WILEY BROS.-AINTREE CAPITAL, LLC

131.39K

Jun 30, 26

+1.21K

0.56%

Ameritas Advisory Services, LLC

122.71K

Jun 30, 26

+61.29K

0.52%

PNC FINANCIAL SERVICES GROUP, INC.

116.61K

Jun 30, 26

+3.70K

0.50%

Rosenberg Matthew Hamilton

114.61K

Jun 30, 26

+12.30K

0.49%

Allworth Financial LP

111.47K

Jun 30, 26

-8.46K

0.47%

Midwest Trust Co

110.38K

Jun 30, 26

-548

0.47%

Shulman DeMeo Asset Management LLC

105.42K

Jun 30, 26

-355

0.45%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

93.17K

Jun 30, 26

-5.10K

0.40%

Sixth Street Partners Management Company, L.P.

93.17K

Jun 30, 26

+93.17K

0.40%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

86.97K

Jun 30, 26

+773

0.37%

Investors Research Corp

84.47K

Jun 30, 26

-4.37K

0.36%

AMERIPRISE FINANCIAL INC

79.49K

Jun 30, 26

-828

0.34%

ST GERMAIN D J CO INC

78.17K

Jun 30, 26

-2.25K

0.33%

Voya Financial Advisors, Inc.

67.14K

Jun 30, 26

+11.31K

0.29%

Aspetuck Financial Management LLC

55.91K

Jun 30, 26

-60

0.24%

Brinker Capital Investments, LLC

53.19K

Jun 30, 26

-387

0.23%

Crestwood Advisors Group LLC

50.73K

Jun 30, 26

0.22%

DEUTSCHE BANK AG\

48.27K

Jun 30, 26

0.21%

JPMORGAN CHASE & CO

48.16K

Jun 30, 26

+11.09K

0.20%

FDx Advisors, Inc.

45.29K

Jun 30, 26

-6.71K

0.19%

Rockefeller Capital Management L.P.

44.40K

Jun 30, 26

-914

0.19%

ADVISOR GROUP HOLDINGS, INC.

41.60K

Jun 30, 26

+1.50K

0.18%

NFP Retirement, Inc.

41.39K

Jun 30, 26

+936

0.18%

Private Advisor Group, LLC

38.47K

Jun 30, 26

-8.73K

0.16%

Wealthcare Advisory Partners LLC

37.74K

Jun 30, 26

-2.52K

0.16%

BANK OF MONTREAL /CAN/

36.79K

Jun 30, 26

-2.72K

0.16%

Financial Insights, Inc.

34.84K

Jun 30, 26

+2.75K

0.15%

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

33.03K

Jun 30, 26

-4.94K

0.14%

Provenance Wealth Advisors, LLC

31.54K

Jun 30, 26

0.13%

Strategic Financial Concepts, LLC

28.37K

Jun 30, 26

+158

0.12%

Breachway Investments LLC

27.98K

Jun 30, 26

+4.23K

0.12%

Foundations Investment Advisors, LLC

27.96K

Jun 30, 26

+20.31K

0.12%

XML Financial, LLC

26.94K

Jun 30, 26

-45

0.11%

Walser Wealth Management Company, A Ltd Liability Co

26.49K

Jun 30, 26

+26.49K

0.11%

NewEdge Advisors, LLC

26.44K

Jun 30, 26

+651

0.11%

Cambridge Investment Research Advisors, Inc.

24.72K

Jun 30, 26

+1.93K

0.11%

Betterment LLC

23.65K

Jun 30, 26

-1.14K

0.10%

FIFTH THIRD SECURITIES, INC.

22.72K

Jun 30, 26

+1.25K

0.10%

FULTON BREAKEFIELD BROENNIMAN LLC

22.59K

Jun 30, 26

-2.92K

0.10%

NBT BANK N A /NY

21.92K

Jun 30, 26

0.09%

Cornerstone Financial Group, LLC /NE/

20.73K

Jun 30, 26

+207

0.09%

Euro Pacific Asset Management, LLC

19.03K

Jun 30, 26

0.08%

MML INVESTORS SERVICES, LLC

18.75K

Jun 30, 26

+1.83K

0.08%

Pure Financial Advisors, LLC

17.38K

Jun 30, 26

-6.29K

0.07%

LAUREL OAK WEALTH MANAGEMENT, LLC

16.67K

Jun 30, 26

-2.14K

0.07%

Atlas Private Wealth Advisors

15.53K

Jun 30, 26

-8.07K

0.07%

US BANCORP \DE\

14.98K

Jun 30, 26

+450

0.06%

Camarda Financial Advisors, LLC

14.70K

Jun 30, 26

+1.08K

0.06%

CGN Advisors LLC

14.47K

Jun 30, 26

-1.90K

0.06%

Hilton Capital Management, LLC

13.86K

Jun 30, 26

+13.86K

0.06%

Sequent Planning LLC

13.85K

Jun 30, 26

+1.61K

0.06%

FIFTH THIRD BANCORP

13.79K

Jun 30, 26

-631

0.06%

JONES FINANCIAL COMPANIES LLLP

12.84K

Jun 30, 26

+4.43K

0.05%

Wedmont Private Capital

12.60K

Jun 30, 26

+218

0.05%

Inscription Capital, LLC

12.60K

Jun 30, 26

-468

0.05%

Mariner, LLC

12.54K

Jun 30, 26

-9.67K

0.05%

WealthPoint Financial, LLC

12.50K

Jun 30, 26

+2.03K

0.05%

GREENLEAF TRUST

12.04K

Jun 30, 26

-16.71K

0.05%

ALEXANDER LABRUNERIE & CO., INC.

11.89K

Jun 30, 26

-464

0.05%

ECLECTIC ASSOCIATES INC /ADV

11.79K

Jun 30, 26

+27

0.05%

PRIVATE TRUST CO NA

11.45K

Jun 30, 26

0.05%

Artemis Wealth Advisors, LLC

11.04K

Jun 30, 26

+176

0.05%

Plan Group Financial, LLC

11.00K

Jun 30, 26

+11.00K

0.05%

JANE STREET GROUP, LLC

10.99K

Jun 30, 26

+10.99K

0.05%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

10.00K

Jun 30, 26

0.04%

Cerity Partners LLC

9.40K

Jun 30, 26

+513

0.04%

Gotham Asset Management, LLC

9.18K

Jun 30, 26

+1.45K

0.04%

TD Capital Management LLC

9.16K

Jun 30, 26

+18

0.04%

Creative Planning

8.66K

Jun 30, 26

+94

0.04%

Bath Savings Trust Co

8.42K

Jun 30, 26

-11.54K

0.04%

FORM Wealth Advisors, LLC

8.32K

Jun 30, 26

+143

0.04%

Wayfinding Financial, LLC

8.21K

Jun 30, 26

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.17K

Jun 30, 26

-61.96K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.14K

Jun 30, 26

+126

0.03%

KEYBANK NATIONAL ASSOCIATION/OH

8.10K

Jun 30, 26

0.03%

Stratos Wealth Partners, LTD.

7.92K

Jun 30, 26

0.03%

Sharper & Granite LLC

7.31K

Jun 30, 26

0.03%

Equitable Holdings, Inc.

7.28K

Jun 30, 26

+563

0.03%

FLPUTNAM INVESTMENT MANAGEMENT CO

6.97K

Jun 30, 26

-1.13K

0.03%

Farther Finance Advisors, LLC

6.07K

Jun 30, 26

+1.00K

0.03%

Geneos Wealth Management Inc.

5.66K

Jun 30, 26

-13

0.02%

MERCER GLOBAL ADVISORS INC /ADV

5.29K

Jun 30, 26

-4.41K

0.02%

Tradewinds Capital Management, LLC

4.71K

Jun 30, 26

-445

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.16K

Jun 30, 26

+21

0.02%

Medallion Wealth Advisors, LLC

3.73K

Jun 30, 26

-1.63K

0.02%

Napier Financial, LLC

2.78K

Jun 30, 26

0.01%

IFP Advisors, Inc

2.77K

Jun 30, 26

0.01%

Strategic Wealth Partners, Ltd.

2.08K

Jun 30, 26

-509

0.01%

AlphaCore Capital LLC

2.01K

Jun 30, 26

0.01%

DUNCKER STREETT & CO INC

2.00K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

1.75K

Jun 30, 26

+76

0.01%

ROCKY MOUNTAIN ADVISERS, LLC

1.62K

Jun 30, 26

0.01%

IMA Wealth, Inc.

1.57K

Jun 30, 26

+1.57K

0.01%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.39K

Jun 30, 26

-192

0.01%

CoreCap Advisors, LLC

1.30K

Jun 30, 26

0.01%

CITY HOLDING CO

1.16K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

1.15K

Jun 30, 26

0.00%

Key FInancial Inc

1.14K

Jun 30, 26

-149

0.00%

Rialto Wealth Management, LLC

1.09K

Jun 30, 26

0.00%

JDM Financial Group LLC

1.06K

Jun 30, 26

-285

0.00%

Topsail Wealth Management, LLC

858

Jun 30, 26

-300

0.00%

Cornerstone Planning Group LLC

798

Jun 30, 26

+13

0.00%

HARBOUR INVESTMENTS, INC.

787

Jun 30, 26

+787

0.00%

Triumph Capital Management

642

Jun 30, 26

+100

0.00%

Sunrise Financial Services, LLC

584

Jun 30, 26

+584

0.00%

SRS Capital Advisors, Inc.

565

Jun 30, 26

+447

0.00%

NATIONAL BANK OF CANADA /FI/

450

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

438

Jun 30, 26

+438

0.00%

PARK NATIONAL CORP /OH/

388

Jun 30, 26

-315

0.00%

Vermillion Wealth Management, Inc.

379

Jun 30, 26

-66

0.00%

CITIGROUP INC

300

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

258

Jun 30, 26

-453

0.00%

AE Wealth Management LLC

226

Jun 30, 26

0.00%

VIMA LLC

178

Jun 30, 26

+178

0.00%

Ashton Thomas Private Wealth, LLC

171

Jun 30, 26

0.00%

VISION FINANCIAL MARKETS LLC

155

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

150

Jun 30, 26

+150

0.00%

Measured Wealth Private Client Group, LLC

146

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

124

Jun 30, 26

+124

0.00%

SBI Securities Co., Ltd.

117

Jun 30, 26

+93

0.00%

FMR LLC

110

Jun 30, 26

+110

0.00%

Front Row Advisors LLC

101

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

100

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

-193

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-4

0.00%

SYM FINANCIAL Corp

Jun 30, 26

+89

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+85

0.00%

Costello Asset Management, INC

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+13

0.00%

True Wealth Design, LLC

Jun 30, 26

0.00%

Westfuller Advisors, LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Independent Advisor Alliance

Jun 30, 26

-6.65K

Financial Network Wealth Advisors LLC

Jun 30, 26

-57

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-15

HUNTINGTON NATIONAL BANK

Jun 30, 26

-197

McAdam, LLC

Jun 30, 26

-15.57K

Kestra Advisory Services, LLC

Jun 30, 26

-7.64K

MAI Capital Management

Jun 30, 26

-4.40K

Spire Wealth Management

Jun 30, 26

-26

WEDBUSH SECURITIES INC

Jun 30, 26

-7.37K

Advisory Services Network, LLC

Jun 30, 26

-547

WFA of San Diego, LLC

Jun 30, 26

-2.65K

Tower Research Capital LLC (TRC)

Jun 30, 26

-3

CITADEL ADVISORS LLC

Jun 30, 26

-7.00K

COMMONWEALTH EQUITY SERVICES, LLC

Jun 30, 26

-7.64K

PMV Capital Advisers, LLC

Jun 30, 26

-6

DAVENPORT & Co LLC

Jun 30, 26

-7.52K

Crumly & Associates Inc.

Jun 30, 26

-7.37K

JOHNSON INVESTMENT COUNSEL INC

Jun 30, 26

-7.84K

Hickory Point Bank & Trust

Jun 30, 26

-326

CHESAPEAKE ASSET MANAGEMENT LLC

Jun 30, 26

-461

Amicus Financial Advisors, LLC

Jun 30, 26

-7.57K

HighTower Advisors, LLC

Jun 30, 26

-6.61K

WELLS FARGO & COMPANY/MN

1.38M

Mar 31, 26

+48.64K

5.87%

MORGAN STANLEY

1.07M

Mar 31, 26

-4.86K

4.53%

ROYAL BANK OF CANADA

892.92K

Mar 31, 26

-8.48K

3.80%

Bank of New York Mellon Corp

853.02K

Mar 31, 26

-210.10K

3.63%

CNO Financial Group, Inc.

700.00K

Mar 31, 26

2.98%

ENVESTNET ASSET MANAGEMENT INC

601.51K

Mar 31, 26

+16.89K

2.56%

LPL Financial LLC

444.46K

Mar 31, 26

-32.66K

1.89%

RAYMOND JAMES FINANCIAL INC

398.82K

Mar 31, 26

-203.73K

1.70%

Sage Advisory Services, Ltd.Co.

345.50K

Mar 31, 26

-50

1.47%

Lido Advisors, LLC

270.23K

Mar 31, 26

-10.57K

1.15%

BANK OF AMERICA CORP /DE/

259.44K

Mar 31, 26

+32.60K

1.10%

UBS Group AG

256.72K

Mar 31, 26

-393.93K

1.09%

Cetera Investment Advisers

214.76K

Mar 31, 26

+102.08K

0.91%

PARK AVENUE SECURITIES LLC

213.18K

Mar 31, 26

-267.95K

0.91%

Checchi Capital Advisers, LLC

174.83K

Mar 31, 26

-14.89K

0.74%

TRUIST FINANCIAL CORP

172.38K

Mar 31, 26

-6.12K

0.73%

Sound Income Strategies, LLC

136.90K

Mar 31, 26

-6.37K

0.58%

Twelve Points Wealth Management LLC

133.51K

Mar 31, 26

+18.07K

0.57%

WILEY BROS.-AINTREE CAPITAL, LLC

130.18K

Mar 31, 26

+11.21K

0.55%

Allworth Financial LP

119.94K

Mar 31, 26

-1.92K

0.51%

PNC FINANCIAL SERVICES GROUP, INC.

112.90K

Mar 31, 26

+4.62K

0.48%

Shulman DeMeo Asset Management LLC

105.78K

Mar 31, 26

-4.50K

0.45%

Rosenberg Matthew Hamilton

102.31K

Mar 31, 26

+7.14K

0.44%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

98.28K

Mar 31, 26

-6.83K

0.42%

Investors Research Corp

88.84K

Mar 31, 26

-1.89K

0.38%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

86.20K

Mar 31, 26

-362

0.37%

ST GERMAIN D J CO INC

80.42K

Mar 31, 26

-1.77K

0.34%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

70.13K

Mar 31, 26

+26.48K

0.30%

Ameritas Advisory Services, LLC

61.42K

Mar 31, 26

+1.19K

0.26%

Voya Financial Advisors, Inc.

55.83K

Mar 31, 26

-6.12K

0.24%

FDx Advisors, Inc.

51.99K

Mar 31, 26

+51.99K

0.22%

Crestwood Advisors Group LLC

50.73K

Mar 31, 26

+37.80K

0.22%

DEUTSCHE BANK AG\

48.27K

Mar 31, 26

+17.37K

0.21%

Private Advisor Group, LLC

47.20K

Mar 31, 26

+784

0.20%

Rockefeller Capital Management L.P.

45.31K

Mar 31, 26

-598

0.19%

Wealthcare Advisory Partners LLC

40.26K

Mar 31, 26

0.17%

ADVISOR GROUP HOLDINGS, INC.

40.09K

Mar 31, 26

-3.84K

0.17%

BANK OF MONTREAL /CAN/

39.51K

Mar 31, 26

-845

0.17%

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

37.97K

Mar 31, 26

+4.86K

0.16%

JPMORGAN CHASE & CO

37.06K

Mar 31, 26

+6.34K

0.16%

Financial Insights, Inc.

32.09K

Mar 31, 26

+4.48K

0.14%

GREENLEAF TRUST

28.76K

Mar 31, 26

-8.34K

0.12%

Strategic Financial Concepts, LLC

28.21K

Mar 31, 26

+28.21K

0.12%

XML Financial, LLC

26.98K

Mar 31, 26

-5.54K

0.11%

NewEdge Advisors, LLC

25.79K

Mar 31, 26

+359

0.11%

FULTON BREAKEFIELD BROENNIMAN LLC

25.51K

Mar 31, 26

-50

0.11%

Betterment LLC

24.78K

Mar 31, 26

0.11%

Pure Financial Advisors, LLC

23.67K

Mar 31, 26

-459

0.10%

Atlas Private Wealth Advisors

23.60K

Mar 31, 26

-14.78K

0.10%

Cambridge Investment Research Advisors, Inc.

22.79K

Mar 31, 26

-10.04K

0.10%

NBT BANK N A /NY

21.92K

Mar 31, 26

0.09%

FIFTH THIRD SECURITIES, INC.

21.47K

Mar 31, 26

+590

0.09%

Euro Pacific Asset Management, LLC

19.03K

Mar 31, 26

0.08%

CWM, LLC

17.04K

Mar 31, 26

+11.06K

0.07%

MML INVESTORS SERVICES, LLC

16.92K

Mar 31, 26

-683

0.07%

CGN Advisors LLC

16.37K

Mar 31, 26

-6.21K

0.07%

McAdam, LLC

15.57K

Mar 31, 26

-747

0.07%

US BANCORP \DE\

14.53K

Mar 31, 26

+1.01K

0.06%

FIFTH THIRD BANCORP

14.42K

Mar 31, 26

+14.42K

0.06%

Camarda Financial Advisors, LLC

13.62K

Mar 31, 26

+327

0.06%

Inscription Capital, LLC

13.06K

Mar 31, 26

0.06%

Wedmont Private Capital

12.39K

Mar 31, 26

+208

0.05%

ECLECTIC ASSOCIATES INC /ADV

11.77K

Mar 31, 26

+17

0.05%

PRIVATE TRUST CO NA

11.45K

Mar 31, 26

-1.82K

0.05%

Artemis Wealth Advisors, LLC

10.87K

Mar 31, 26

+113

0.05%

MERCER GLOBAL ADVISORS INC /ADV

9.70K

Mar 31, 26

+1.54K

0.04%

TD Capital Management LLC

9.14K

Mar 31, 26

-3

0.04%

Cerity Partners LLC

8.89K

Mar 31, 26

+8.89K

0.04%

Creative Planning

8.57K

Mar 31, 26

+186

0.04%

JONES FINANCIAL COMPANIES LLLP

8.41K

Mar 31, 26

-486

0.04%

Wayfinding Financial, LLC

8.21K

Mar 31, 26

+1.71K

0.03%

FLPUTNAM INVESTMENT MANAGEMENT CO

8.11K

Mar 31, 26

-665

0.03%

KEYBANK NATIONAL ASSOCIATION/OH

8.10K

Mar 31, 26

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.01K

Mar 31, 26

+369

0.03%

Stratos Wealth Partners, LTD.

7.91K

Mar 31, 26

+67

0.03%

JOHNSON INVESTMENT COUNSEL INC

7.84K

Mar 31, 26

+7.84K

0.03%

Gotham Asset Management, LLC

7.73K

Mar 31, 26

0.03%

Foundations Investment Advisors, LLC

7.66K

Mar 31, 26

+699

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

7.64K

Mar 31, 26

-3.60K

0.03%

Kestra Advisory Services, LLC

7.64K

Mar 31, 26

-208

0.03%

DAVENPORT & Co LLC

7.52K

Mar 31, 26

+157

0.03%

WEDBUSH SECURITIES INC

7.37K

Mar 31, 26

-276

0.03%

Crumly & Associates Inc.

7.37K

Mar 31, 26

0.03%

CITADEL ADVISORS LLC

7.00K

Mar 31, 26

-33.39K

0.03%

Equitable Holdings, Inc.

6.72K

Mar 31, 26

-32

0.03%

Independent Advisor Alliance

6.65K

Mar 31, 26

+6.65K

0.03%

HighTower Advisors, LLC

6.61K

Mar 31, 26

+6.61K

0.03%

Geneos Wealth Management Inc.

5.67K

Mar 31, 26

+49

0.02%

Tradewinds Capital Management, LLC

5.16K

Mar 31, 26

-630

0.02%

MAI Capital Management

4.40K

Mar 31, 26

-288

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.14K

Mar 31, 26

-47

0.02%

IFP Advisors, Inc

2.77K

Mar 31, 26

+157

0.01%

WFA of San Diego, LLC

2.65K

Mar 31, 26

0.01%

Strategic Wealth Partners, Ltd.

2.59K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

2.30K

Mar 31, 26

0.01%

AlphaCore Capital LLC

2.01K

Mar 31, 26

0.01%

DUNCKER STREETT & CO INC

2.00K

Mar 31, 26

0.01%

NBC SECURITIES, INC.

1.68K

Mar 31, 26

-52

0.01%

ROCKY MOUNTAIN ADVISERS, LLC

1.62K

Mar 31, 26

0.01%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.58K

Mar 31, 26

-204

0.01%

CoreCap Advisors, LLC

1.30K

Mar 31, 26

0.01%

Key FInancial Inc

1.29K

Mar 31, 26

0.01%

CITY HOLDING CO

1.16K

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

1.15K

Mar 31, 26

-350

0.00%

Cornerstone Planning Group LLC

785

Mar 31, 26

+14

0.00%

Capital Investment Advisory Services, LLC

711

Mar 31, 26

-142

0.00%

Advisory Services Network, LLC

547

Mar 31, 26

+547

0.00%

Triumph Capital Management

542

Mar 31, 26

+78

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

461

Mar 31, 26

+461

0.00%

NATIONAL BANK OF CANADA /FI/

450

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

445

Mar 31, 26

-10

0.00%

CITIGROUP INC

300

Mar 31, 26

0.00%

AE Wealth Management LLC

226

Mar 31, 26

-864

0.00%

HUNTINGTON NATIONAL BANK

197

Mar 31, 26

+197

0.00%

VISION FINANCIAL MARKETS LLC

152

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

146

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

118

Mar 31, 26

-187

0.00%

Front Row Advisors LLC

101

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

100

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-101

0.00%

Costello Asset Management, INC

Mar 31, 26

0.00%

Nalls Sherbakoff Group, LLC

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

+26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+15

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-17

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

SageView Advisory Group, LLC

Mar 31, 26

-590

Capital Analysts, LLC

Mar 31, 26

-29

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-841

Trust Co

Mar 31, 26

-500

Newbridge Financial Services Group, Inc.

Mar 31, 26

-24

Prospera Financial Services Inc

Mar 31, 26

-6.63K

RFG Advisory, LLC

Mar 31, 26

-31.18K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-693

Ronald Blue Trust, Inc.

Mar 31, 26

-95

MMA ASSET MANAGEMENT LLC

Mar 31, 26

-9.91K

ZACKS INVESTMENT MANAGEMENT

Mar 31, 26

-163.68K

Parallel Advisors, LLC

Mar 31, 26

-2.77K

HRT FINANCIAL LP

Mar 31, 26

-13.00K

JANE STREET GROUP, LLC

Mar 31, 26

-7.24K

Long Run Wealth Advisors, LLC

229.95K

Dec 31, 25

+14.62K

0.98%

GREENBERG FINANCIAL GROUP

21.30K

Dec 31, 25

+21.30K

0.09%

COMERICA BANK

13.01K

Dec 31, 25

+482

0.06%

Austin Private Wealth, LLC

8.20K

Dec 31, 25

+1.14K

0.03%

MGB Wealth Management, LLC

228

Dec 31, 25

-257

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-103

SYNOVUS FINANCIAL CORP

21.89K

Sep 30, 25

-97

0.09%

Lowe Wealth Advisors, LLC

3.54K

Sep 30, 25

0.02%

Shilanski & Associates, Inc.

Sep 30, 25

-146.12K

Iron Horse Wealth Management, LLC

2.07K

Jun 30, 25

-136

0.01%

Orion Portfolio Solutions, LLC

62.12K

Mar 31, 25

-2.52K

0.26%

Treynor Bancshares, Inc.

8.41K

Dec 31, 24

+83

0.04%

Householder Group Estate & Retirement Specialist, LLC

4.86K

Dec 31, 24

-1.17K

0.02%

SignalPoint Asset Management, LLC

Dec 31, 24

-6.14K

RAYMOND JAMES & ASSOCIATES

191.32K

Sep 30, 24

+73.69K

0.81%

Raymond James Financial Services Advisors, Inc.

33.63K

Sep 30, 24

-7.05K

0.14%

ICA Group Wealth Management, LLC

Jun 30, 24

-156

Charles Schwab Investment Advisory, Inc.

145.99K

Mar 31, 24

-13.17K

0.62%

Cetera Advisor Networks LLC

17.56K

Mar 31, 24

-269

0.07%

Cetera Advisors LLC

8.53K

Mar 31, 24

0.04%

Retirement Group, LLC

283

Mar 31, 24

0.00%

Baystate Wealth Management LLC

2.33K

Dec 31, 23

+304

0.01%

Endurance Wealth Management, Inc.

14.70K

Jun 30, 23

-12.40K

0.06%

Ten Capital Wealth Advisors, LLC

7.05K

Jun 30, 23

-2.34K

0.03%

TimeScale Financial, Inc.

6.11K

Jun 30, 23

0.03%

PFS INVESTMENTS INC.

Jun 30, 23

-977.78K

American Portfolios Advisors

6.25K

Sep 30, 22

+6.25K

0.03%

MUFG Americas Holdings Corp

5.25K

Sep 30, 22

0.02%

American Research & Management Co.

1.70K

Sep 30, 22

-6.65K

0.01%

RGT Wealth Advisors, LLC

Sep 30, 22

-1.00K

B. Riley Wealth Management, Inc.

7.99K

Jun 30, 22

+7.99K

0.03%

Lake Point Wealth Management

Jun 30, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

293

Mar 31, 22

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

14.32K

Dec 31, 21

+21

0.06%

Carroll Financial Associates, Inc.

586

Dec 31, 21

+371

0.00%

REILLY FINANCIAL ADVISORS, LLC

473

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-22.35K

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

126.52K

Sep 30, 21

+805

0.54%

Ameritas Investment Company, LLC

42.60K

Sep 30, 21

+42.13K

0.18%

Sonora Investment Management, LLC

Sep 30, 21

OLD MISSION CAPITAL, LLC

26.11K

Dec 31, 20

+26.11K

0.11%

Winslow, Evans & Crocker, Inc.

1.31K

Dec 31, 20

+260

0.01%

ETRADE Capital Management LLC

52.81K

Sep 30, 20

+3.42K

0.22%

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

126.72K

Mar 31, 20

+16.14K

0.54%

Noven Financial Group, Inc.

26.17K

Mar 31, 20

-1.49K

0.11%

Squar Milner Financial Services LLC

2.65K

Mar 31, 20

+566

0.01%

ACCURATE INVESTMENT SOLUTIONS, INC.

Mar 31, 20

-45

LADENBURG THALMANN FINANCIAL SERVICES INC.

51.17K

Dec 31, 19

+24.41K

0.22%

Advisor Group, Inc.

6.38K

Dec 31, 19

-64

0.03%

SUNTRUST BANKS INC

155.30K

Sep 30, 19

+592

0.66%

Guidant Wealth Advisors

10.71K

Sep 30, 19

-5.73K

0.05%

BB&T SECURITIES, LLC

9.18K

Sep 30, 19

+9.18K

0.04%

Ceros Financial Services Inc.

1.40K

Mar 31, 19

+1.40K

0.01%

Zions Bancorporation

2.00K

Sep 30, 18

0.01%

Edge Advisors, LLC

5.63K

Jun 30, 18

0.02%

Allegis Investment Advisors, LLC

58.17K

Mar 31, 18

+800

0.25%

SII INVESTMENTS INC/WI

4.95K

Dec 31, 17

+4.95K

0.02%

BB&T INVESTMENT SERVICES, INC.

1.23K

Dec 31, 17

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-5.80K

Commonwealth Equity Services, Inc

53.75K

Jun 30, 17

-107.93K

0.23%

WFG Advisors, LP

4.63K

Jun 30, 17

+986

0.02%

MSI Financial Services Inc

10.11K

Dec 31, 16

-2.78K

0.04%

Braver Wealth Management, LLC

9.49K

Dec 31, 16

+9.49K

0.04%

HIGH POINT BANK & TRUST CO

2.95K

Dec 31, 16

+2.95K

0.01%

EDMOND DE ROTHSCHILD (SUISSE) S.A.

50.37K

Sep 30, 16

+50.37K

0.21%

WESTPORT RESOURCES MANAGEMENT INC

1.30K

Sep 30, 16

-11.85K

0.01%

ADVISOR CONSULTANT NETWORK INC

Sep 30, 16

VSR Financial Services, Inc.

9.66K

Jun 30, 16

-4.26K

0.04%

NEW ENGLAND SECURITIES CORP /MA/

216

Dec 31, 14

-9

0.00%

UBS AG

33.48K

Sep 30, 14

-1.40K

0.14%

Strategic Capital Group LLC

Jun 30, 14

-2.86K

KNIGHT CAPITAL GROUP LLC

20.40K

Jun 30, 13

+15.80K

0.09%

First Allied Securities, Inc.

2.67K

Jun 30, 12

0.01%