Putnam Focused Large Cap Value ETF(PVAL)

$53.81—Stale · unknown old

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Putnam Focused Large Cap Value ETF(PVAL)

NYSE • Last print unknown ago

$53.81—Stale · unknown old

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PVAL(PVAL)

PVAL

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Institutional Ownership

Top 418 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	38.24M	Jun 30, 26	+2.33M	35.65%
MORGAN STANLEY	17.49M	Jun 30, 26	+3.37M	16.31%
LPL Financial LLC	9.98M	Jun 30, 26	+8.73M	9.30%
Cetera Investment Advisers	9.41M	Jun 30, 26	+1.07M	8.77%
CULLEN/FROST BANKERS, INC.	8.61M	Jun 30, 26	+886.18K	8.03%
COMMONWEALTH EQUITY SERVICES, LLC	7.98M	Jun 30, 26	+1.31M	7.44%
GLENMEDE TRUST CO NA	7.26M	Jun 30, 26	+105.43K	6.77%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.62M	Jun 30, 26	+1.13M	6.17%
UBS Group AG	6.00M	Jun 30, 26	+406.21K	5.59%
ENVESTNET ASSET MANAGEMENT INC	5.40M	Jun 30, 26	+762.10K	5.04%
Modern Wealth Management, LLC	3.81M	Jun 30, 26	+1.50M	3.55%
WELLS FARGO & COMPANY/MN	3.45M	Jun 30, 26	+761.55K	3.22%
Cambridge Investment Research Advisors, Inc.	2.90M	Jun 30, 26	+1.03M	2.70%
Allegheny Financial Group LTD	2.61M	Jun 30, 26	+327.44K	2.43%
STIFEL FINANCIAL CORP	2.47M	Jun 30, 26	+172.02K	2.30%
Janney Montgomery Scott LLC	2.13M	Jun 30, 26	+2.13M	1.99%
Amplius Wealth Advisors, LLC	2.04M	Jun 30, 26	+59.58K	1.90%
ADVISOR GROUP HOLDINGS, INC.	1.67M	Jun 30, 26	+1.27M	1.56%
JONES FINANCIAL COMPANIES LLLP	1.67M	Jun 30, 26	+632.37K	1.56%
HighTower Advisors, LLC	1.59M	Jun 30, 26	+276.07K	1.48%
Opal Wealth Advisors, LLC	1.56M	Jun 30, 26	-6.02K	1.46%
Oak Barrel Wealth Advisory LLC	1.44M	Jun 30, 26	+1.44M	1.35%
Kestra Advisory Services, LLC	1.39M	Jun 30, 26	+84.72K	1.30%
CI Private Wealth, LLC	1.31M	Jun 30, 26	+60.56K	1.22%
Sanctuary Advisors, LLC	1.28M	Jun 30, 26	+93.48K	1.19%
Capital Analysts, LLC	1.19M	Jun 30, 26	+100.00K	1.11%
Bleakley Financial Group, LLC	1.07M	Jun 30, 26	+44.73K	1.00%
Wealthspire Advisors, LLC	1.03M	Jun 30, 26	+51.05K	0.96%
RFG Advisory, LLC	1.01M	Jun 30, 26	+130.99K	0.94%
Drake & Associates, LLC	954.58K	Jun 30, 26	+60.52K	0.89%
AUCTUS ADVISORS LLC	944.83K	Jun 30, 26	-4.79K	0.88%
MML INVESTORS SERVICES, LLC	937.68K	Jun 30, 26	+309.19K	0.87%
Geneos Wealth Management Inc.	879.44K	Jun 30, 26	+28.80K	0.82%
M&T BANK CORP	878.62K	Jun 30, 26	+460.46K	0.82%
Harbor Group, Inc.	876.34K	Jun 30, 26	+15.56K	0.82%
Summit Investment Advisory Services, LLC	866.00K	Jun 30, 26	+866.00K	0.81%
SAX WEALTH ADVISORS, LLC	841.85K	Jun 30, 26	+159.21K	0.78%
Rockefeller Capital Management L.P.	834.98K	Jun 30, 26	+192.31K	0.78%
GGM Financials LLC	802.02K	Jun 30, 26	+682.96K	0.75%
Embree Financial Group	782.12K	Jun 30, 26	+17.14K	0.73%
HANCOCK WHITNEY CORP	781.74K	Jun 30, 26	+21.27K	0.73%
Bouchey Financial Group Ltd	772.53K	Jun 30, 26	+772.53K	0.72%
Arete Wealth Advisors, LLC	676.11K	Jun 30, 26	-25.13K	0.63%
Resources Investment Advisors, LLC.	665.62K	Jun 30, 26	+93.21K	0.62%
Steward Partners Investment Advisory, LLC	643.08K	Jun 30, 26	+125.00K	0.60%
AdvisorNet Financial, Inc	625.17K	Jun 30, 26	+60.95K	0.58%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	621.44K	Jun 30, 26	-78.45K	0.58%
BAKER TILLY WEALTH MANAGEMENT, LLC	592.73K	Jun 30, 26	+76.97K	0.55%
Sowa Financial Group, Inc.	587.21K	Jun 30, 26	+25.42K	0.55%
Marks Group Wealth Management, Inc	582.27K	Jun 30, 26	+233.09K	0.54%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	559.53K	Jun 30, 26	+320.96K	0.52%
Private Advisor Group, LLC	533.67K	Jun 30, 26	+494.03K	0.50%
Bucket List Wealth Management, LLC	523.23K	Jun 30, 26	+177.69K	0.49%
Baird Financial Group, Inc.	500.42K	Jun 30, 26	+8.22K	0.47%
Aurdan Capital Management, LLC	466.71K	Jun 30, 26	+35.15K	0.44%
MAI Capital Management	463.58K	Jun 30, 26	+88.56K	0.43%
Retirement Management Systems Inc.	438.58K	Jun 30, 26	+26.99K	0.41%
Snowden Capital Advisors LLC	430.69K	Jun 30, 26	+80.66K	0.40%
Towneley Capital Management, Inc / DE	429.05K	Jun 30, 26	-3.89K	0.40%
Dogwood Wealth Management LLC	426.69K	Jun 30, 26	+32.62K	0.40%
ADAMSBROWN WEALTH CONSULTANTS LLC	424.27K	Jun 30, 26	+424.27K	0.40%
SILVER OAK SECURITIES, INCORPORATED	417.08K	Jun 30, 26	+12.74K	0.39%
Frontier Asset Management, LLC	413.10K	Jun 30, 26	+937	0.39%
Atria Investments, Inc	397.69K	Jun 30, 26	+4.90K	0.37%
Redhawk Wealth Advisors, Inc.	386.32K	Jun 30, 26	+11.02K	0.36%
KESTRA PRIVATE WEALTH SERVICES, LLC	374.67K	Jun 30, 26	+80.55K	0.35%
TRUIST FINANCIAL CORP	374.30K	Jun 30, 26	-176.63K	0.35%
Keystone Financial Services, LLC	370.01K	Jun 30, 26	-1.32K	0.34%
Valmark Advisers, Inc.	366.78K	Jun 30, 26	+78.35K	0.34%
Haverford Trust Co	357.05K	Jun 30, 26	+20.92K	0.33%
Ameritas Advisory Services, LLC	342.32K	Jun 30, 26	+292.41K	0.32%
BridgePort Financial Solutions, LLC	338.43K	Jun 30, 26	-39.60K	0.32%
Able Wealth Management LLC	333.12K	Jun 30, 26	-18.96K	0.31%
Cooper Financial Group	330.40K	Jun 30, 26	-5.13K	0.31%
PNC FINANCIAL SERVICES GROUP, INC.	326.99K	Jun 30, 26	+95.99K	0.30%
IVC Wealth Advisors LLC	318.69K	Jun 30, 26	-2.34K	0.30%
Fundamentum, LLC	313.06K	Jun 30, 26	+40.91K	0.29%
Merit Financial Group, LLC	304.47K	Jun 30, 26	+89.44K	0.28%
CENTRAL TRUST Co	303.03K	Jun 30, 26	+422	0.28%
JPMORGAN CHASE & CO	302.54K	Jun 30, 26	+74.35K	0.28%
Coign Capital Advisors LLC	290.19K	Jun 30, 26	+1.70K	0.27%
Trademark Financial Management, LLC	274.40K	Jun 30, 26	+30.13K	0.26%
HARBOUR INVESTMENTS, INC.	271.37K	Jun 30, 26	+29.95K	0.25%
Rollins Financial Advisors, LLC	267.51K	Jun 30, 26	+11.56K	0.25%
Qube Research & Technologies Ltd	265.98K	Jun 30, 26	+8.40K	0.25%
Smartleaf Asset Management LLC	265.28K	Jun 30, 26	--	0.25%
ROYAL BANK OF CANADA	255.97K	Jun 30, 26	+102.78K	0.24%
Weil Company, Inc.	248.56K	Jun 30, 26	-145.29K	0.23%
Key Client Fiduciary Advisors, LLC	247.82K	Jun 30, 26	+40.68K	0.23%
Integrated Advisors Network LLC	234.54K	Jun 30, 26	+8.38K	0.22%
CASTLE WEALTH MANAGEMENT LLC	226.12K	Jun 30, 26	+3.53K	0.21%
SRS Capital Advisors, Inc.	224.95K	Jun 30, 26	+224.95K	0.21%
CENTAURUS FINANCIAL, INC.	222.23K	Jun 30, 26	+1.84K	0.21%
Stonebridge Financial Group, LLC / MO	216.88K	Jun 30, 26	+136.70K	0.20%
MGO ONE SEVEN LLC	214.05K	Jun 30, 26	-3.52K	0.20%
J.W. COLE ADVISORS, INC.	212.84K	Jun 30, 26	+212.84K	0.20%
KELLEHER FINANCIAL ADVISORS	212.05K	Jun 30, 26	+212.05K	0.20%
New England Private Wealth Advisors LLC	211.84K	Jun 30, 26	+52.19K	0.20%
Midwest Capital Advisors, LLC	206.52K	Jun 30, 26	+41.86K	0.19%
Green Ridge Wealth Planning LLC	206.50K	Jun 30, 26	+29.02K	0.19%
Stratos Wealth Partners, LTD.	204.62K	Jun 30, 26	+204.62K	0.19%
StoneCrest Wealth Management, Inc.	197.88K	Jun 30, 26	-7.03K	0.18%
ROBINSON SMITH WEALTH ADVISORS LLC	197.35K	Jun 30, 26	+8.47K	0.18%
Horizon Family Wealth, Inc.	196.47K	Jun 30, 26	+11.80K	0.18%
Cornerstone Wealth Management, LLC	191.89K	Jun 30, 26	+65.88K	0.18%
Diversify Advisory Services, LLC	190.72K	Jun 30, 26	+190.72K	0.18%
DIVERSIFY WEALTH MANAGEMENT, LLC	190.72K	Jun 30, 26	+7.13K	0.18%
Tower Wealth Partners, Inc.	187.81K	Jun 30, 26	+12.06K	0.18%
MERCER GLOBAL ADVISORS INC /ADV	178.23K	Jun 30, 26	+178.23K	0.17%
Colonial River Wealth Management, LLC	173.58K	Jun 30, 26	-125.92K	0.16%
Visionary Wealth Advisors	172.19K	Jun 30, 26	-23.69K	0.16%
DENVER WEALTH MANAGEMENT, INC.	171.68K	Jun 30, 26	+171.68K	0.16%
Foundry Financial Group, Inc.	171.37K	Jun 30, 26	+4.42K	0.16%
Vestmark Advisory Solutions, Inc.	167.10K	Jun 30, 26	+167.10K	0.16%
Midwest Financial Group LLC	165.61K	Jun 30, 26	+10.98K	0.15%
IFP Advisors, Inc	155.15K	Jun 30, 26	+22.21K	0.14%
Per Stirling Capital Management, LLC.	151.75K	Jun 30, 26	+5.33K	0.14%
Essex Financial Services, Inc.	150.36K	Jun 30, 26	+8.59K	0.14%
Summit Financial, LLC	148.16K	Jun 30, 26	+65.98K	0.14%
Brookstone Capital Management	146.92K	Jun 30, 26	-132.42K	0.14%
N.E.W. Advisory Services LLC	143.28K	Jun 30, 26	-706	0.13%
GOLDMAN SACHS GROUP INC	142.26K	Jun 30, 26	+137.26K	0.13%
Uniting Wealth Partners, LLC	138.85K	Jun 30, 26	+2.70K	0.13%
Prosperity Financial Group, Inc.	133.62K	Jun 30, 26	-526	0.12%
Bank of New York Mellon Corp	132.95K	Jun 30, 26	-21.35K	0.12%
ERn Financial, LLC	132.47K	Jun 30, 26	+1.04K	0.12%
Sigma Planning Corp	130.75K	Jun 30, 26	+13.98K	0.12%
Sovran Advisors, LLC	130.30K	Jun 30, 26	-2.78K	0.12%
Sumitomo Mitsui Trust Group, Inc.	128.15K	Jun 30, 26	+128.15K	0.12%
Patriot Financial Group Insurance Agency, LLC	127.51K	Jun 30, 26	-116.35K	0.12%
RAYMOND JAMES FINANCIAL INC	125.94K	Jun 30, 26	+24.09K	0.12%
Secure Asset Management, LLC	124.59K	Jun 30, 26	+104.64K	0.12%
Cannon Wealth Management Services, LLC	120.75K	Jun 30, 26	+5.50K	0.11%
Elyxium Wealth, LLC	119.72K	Jun 30, 26	+52.32K	0.11%
SeaCrest Wealth Management, LLC	117.10K	Jun 30, 26	+8.41K	0.11%
Beacon Pointe Advisors, LLC	108.39K	Jun 30, 26	+22.26K	0.10%
Empire Life Investments Inc.	108.34K	Jun 30, 26	+13.30K	0.10%
RDA Financial Network	107.85K	Jun 30, 26	+8.42K	0.10%
IFG Advisory, LLC	107.74K	Jun 30, 26	+107.74K	0.10%
ATX Financial Planning, LLC	106.32K	Jun 30, 26	+20.71K	0.10%
Sandhill Capital Partners LLC	103.28K	Jun 30, 26	+64.37K	0.10%
STEPHENS INC /AR/	102.78K	Jun 30, 26	+9.50K	0.10%
Clarity Asset Management, Inc.	99.39K	Jun 30, 26	+81.17K	0.09%
SILVERCREST ASSET MANAGEMENT GROUP LLC	99.39K	Jun 30, 26	+46.31K	0.09%
Kingsview Wealth Management, LLC	99.19K	Jun 30, 26	+28.90K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	97.01K	Jun 30, 26	+14.86K	0.09%
Mutual Advisors, LLC	96.16K	Jun 30, 26	+96.16K	0.09%
MOTCO	94.00K	Jun 30, 26	+3.22K	0.09%
Indivisible Partners	93.49K	Jun 30, 26	+2.96K	0.09%
Ballew Advisors, Inc	93.08K	Jun 30, 26	+28.34K	0.09%
Tempus Wealth Planning, LLC	92.97K	Jun 30, 26	+20.83K	0.09%
USAdvisors Wealth Management, LLC	92.65K	Jun 30, 26	-4.85K	0.09%
Equitable Holdings, Inc.	90.64K	Jun 30, 26	+71.63K	0.08%
MARSHALL WACE, LLP	89.67K	Jun 30, 26	+89.67K	0.08%
Belpointe Asset Management LLC	81.91K	Jun 30, 26	-1.36K	0.08%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	76.75K	Jun 30, 26	+476	0.07%
Laurel Wealth Planning LLC	76.64K	Jun 30, 26	+76.64K	0.07%
Everest Financial Group LLC	76.15K	Jun 30, 26	+20.16K	0.07%
Athena Wealth Management, LLC	75.51K	Jun 30, 26	+37	0.07%
Spire Wealth Management	75.21K	Jun 30, 26	+2.35K	0.07%
Ambassador Advisors, LLC	74.74K	Jun 30, 26	+487	0.07%
CreativeOne Wealth, LLC	70.69K	Jun 30, 26	+70.69K	0.07%
VICTORY FINANCIAL GROUP, LLC	70.59K	Jun 30, 26	+12.16K	0.07%
ArborFi Advisors, LLC	69.98K	Jun 30, 26	+69.98K	0.07%
Continuum Advisory, LLC	67.22K	Jun 30, 26	+26.35K	0.06%
Advisory Resource Group	62.72K	Jun 30, 26	-3.35K	0.06%
FIFTH THIRD SECURITIES, INC.	61.37K	Jun 30, 26	+40.83K	0.06%
MACROVIEW INVESTMENT MANAGEMENT LLC	60.53K	Jun 30, 26	+5.81K	0.06%
WEDBUSH SECURITIES INC	59.49K	Jun 30, 26	+36.54K	0.06%
New Republic Capital, LLC	58.73K	Jun 30, 26	+58.73K	0.05%
Wealthcare Advisory Partners LLC	58.68K	Jun 30, 26	+28.11K	0.05%
NATIXIS ADVISORS, L.P.	57.45K	Jun 30, 26	+22.25K	0.05%
D.A. DAVIDSON & CO.	54.92K	Jun 30, 26	-15.93K	0.05%
Pensionmark Financial Group, LLC	54.48K	Jun 30, 26	+2.21K	0.05%
Prostatis Group LLC	53.92K	Jun 30, 26	-60.56K	0.05%
Clark Wealth Partners	52.73K	Jun 30, 26	+47.17K	0.05%
Patten Group, Inc.	52.73K	Jun 30, 26	-1.18K	0.05%
Waverly Advisors, LLC	52.52K	Jun 30, 26	+1.58K	0.05%
Global Retirement Partners, LLC	52.49K	Jun 30, 26	+52.49K	0.05%
Heritage Trust Co	52.23K	Jun 30, 26	+8.58K	0.05%
Sonoma Allocations LLC	52.17K	Jun 30, 26	+26.12K	0.05%
Briggs Wealth Management, Inc	50.82K	Jun 30, 26	+27.36K	0.05%
Peck Wealth Management, LLC	50.44K	Jun 30, 26	+10.01K	0.05%
BARNES PETTEY FINANCIAL ADVISORS, LLC	50.18K	Jun 30, 26	+38.02K	0.05%
XCELSIOR ADVISOR PARTNERS LLC	50.00K	Jun 30, 26	+50.00K	0.05%
Dynamic Advisor Solutions LLC	49.99K	Jun 30, 26	+3.51K	0.05%
Quantinno Capital Management LP	49.94K	Jun 30, 26	+27.16K	0.05%
FIRST UNITED BANK & TRUST	49.83K	Jun 30, 26	+24.04K	0.05%
Provident Wealth Management, LLC	49.00K	Jun 30, 26	-1.19K	0.05%
Financial Services Advisory Inc	48.30K	Jun 30, 26	-3.16K	0.05%
WESPAC Advisors, LLC	47.79K	Jun 30, 26	-21	0.04%
BENJAMIN EDWARDS INC	46.50K	Jun 30, 26	+300	0.04%
Chevy Chase Trust Holdings, LLC	45.37K	Jun 30, 26	-111	0.04%
Breakwater Capital Group	45.22K	Jun 30, 26	+6.05K	0.04%
Nuveen, LLC	44.15K	Jun 30, 26	+44.15K	0.04%
AXXCESS WEALTH MANAGEMENT, LLC	43.78K	Jun 30, 26	+43.78K	0.04%
Quadrature Capital Ltd	43.77K	Jun 30, 26	+43.77K	0.04%
WJ Wealth Management, LLC	42.05K	Jun 30, 26	+42.05K	0.04%
INSIGNEO ADVISORY SERVICES, LLC	41.77K	Jun 30, 26	+18.89K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	39.71K	Jun 30, 26	+3.54K	0.04%
COZAD ASSET MANAGEMENT INC	39.42K	Jun 30, 26	+831	0.04%
Beacon Bridge Wealth Partners, LLC	39.41K	Jun 30, 26	+39.41K	0.04%
OAK HARBOR WEALTH PARTNERS, LLC	38.99K	Jun 30, 26	+5.72K	0.04%
WealthCare Investment Partners, LLC	36.91K	Jun 30, 26	-211	0.03%
RENAISSANCE TECHNOLOGIES LLC	36.50K	Jun 30, 26	+7.40K	0.03%
Kingsman Wealth Management, Inc.	35.95K	Jun 30, 26	-3.86K	0.03%
JT Stratford LLC	34.88K	Jun 30, 26	+9.44K	0.03%
FIFTH THIRD BANCORP	34.59K	Jun 30, 26	+8.52K	0.03%
HICKS CAPITAL MANAGEMENT LLC	33.33K	Jun 30, 26	+106	0.03%
Federation des caisses Desjardins du Quebec	32.12K	Jun 30, 26	+28.21K	0.03%
NFP Retirement, Inc.	30.91K	Jun 30, 26	+6.72K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	29.40K	Jun 30, 26	+29.40K	0.03%
Integrated Investment Consultants, LLC	29.13K	Jun 30, 26	+2.13K	0.03%
Integrity Financial Corp /WA	28.66K	Jun 30, 26	+1.09K	0.03%
Greenline Wealth Management LLC	27.58K	Jun 30, 26	+318	0.03%
Farther Finance Advisors, LLC	26.12K	Jun 30, 26	+14.12K	0.02%
GWN SECURITIES INC.	26.04K	Jun 30, 26	+862	0.02%
Focus Financial Network, Inc.	25.98K	Jun 30, 26	-10.20K	0.02%
Vise Technologies, Inc.	25.92K	Jun 30, 26	+25.92K	0.02%
Evergreen Wealth Solutions, LLC	25.50K	Jun 30, 26	+9.28K	0.02%
RMR Wealth Builders	24.85K	Jun 30, 26	+61	0.02%
RICHARDS, MERRILL & PETERSON, INC.	24.66K	Jun 30, 26	+13.40K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	23.15K	Jun 30, 26	+549	0.02%
Gladstone Institutional Advisory LLC	22.41K	Jun 30, 26	+17.52K	0.02%
Cox Capital Mgt LLC	22.18K	Jun 30, 26	-675	0.02%
Kovack Advisors, Inc.	22.08K	Jun 30, 26	+22.08K	0.02%
SMITH, MOORE & CO.	21.59K	Jun 30, 26	+2.79K	0.02%
Mayflower Financial Advisors, LLC	21.06K	Jun 30, 26	+3.33K	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	20.90K	Jun 30, 26	-17.65K	0.02%
GK Wealth Management LLC	20.72K	Jun 30, 26	+20.72K	0.02%
Betterment LLC	20.10K	Jun 30, 26	+6.23K	0.02%
PCG Wealth Advisors, LLC	18.86K	Jun 30, 26	+18.86K	0.02%
Mayfair Advisory Group, LLC	18.70K	Jun 30, 26	+2.62K	0.02%
Mariner, LLC	17.97K	Jun 30, 26	+17.97K	0.02%
John W. Brooker & Co., CPAs	17.96K	Jun 30, 26	+5.70K	0.02%
Simplicity Wealth,LLC	17.77K	Jun 30, 26	+2.95K	0.02%
Runnymede Capital Advisors, Inc.	17.56K	Jun 30, 26	-2.85K	0.02%
Prospera Financial Services Inc	17.06K	Jun 30, 26	+4.89K	0.02%
Accurate Wealth Management, LLC	16.92K	Jun 30, 26	+331	0.02%
Main Street Financial Solutions, LLC	16.77K	Jun 30, 26	+210	0.02%
VICUS CAPITAL	16.72K	Jun 30, 26	+6.93K	0.02%
Verdence Capital Advisors LLC	16.49K	Jun 30, 26	+7.02K	0.02%
AQR CAPITAL MANAGEMENT LLC	16.48K	Jun 30, 26	-2.98K	0.02%
Aspire Capital Advisors LLC	16.19K	Jun 30, 26	+1.56K	0.02%
Cyndeo Wealth Partners, LLC	15.97K	Jun 30, 26	-4	0.01%
Wealth Alliance	15.39K	Jun 30, 26	+7.09K	0.01%
Clear Point Advisors Inc.	15.19K	Jun 30, 26	-1.38K	0.01%
JANE STREET GROUP, LLC	15.03K	Jun 30, 26	+15.03K	0.01%
Barnes Wealth Management Group, Inc	14.97K	Jun 30, 26	-803	0.01%
Processus Wealth & Capital Management, LLC	14.49K	Jun 30, 26	+1.01K	0.01%
Cedar Mountain Advisors, LLC	14.17K	Jun 30, 26	+14.17K	0.01%
Scarborough Advisors, LLC	14.04K	Jun 30, 26	+14.04K	0.01%
Avantax Planning Partners, Inc.	13.64K	Jun 30, 26	-356	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	13.40K	Jun 30, 26	+3.56K	0.01%
PRIVATE TRUST CO NA	13.31K	Jun 30, 26	+13.31K	0.01%
MANCHESTER FINANCIAL INC	13.08K	Jun 30, 26	+1.28K	0.01%
GREENWOOD GEARHART INC	12.92K	Jun 30, 26	+12.92K	0.01%
LWM Advisory Services, LLC	12.85K	Jun 30, 26	+12.85K	0.01%
Spartan Wealth Advisory Services LLC	12.68K	Jun 30, 26	+100	0.01%
LaSalle St. Investment Advisors, LLC	12.31K	Jun 30, 26	-525	0.01%
Third View Private Wealth, LLC	12.16K	Jun 30, 26	+1.85K	0.01%
BROWN ADVISORY INC	12.10K	Jun 30, 26	--	0.01%
FLAGSHIP WEALTH ADVISORS, LLC	12.04K	Jun 30, 26	+12.04K	0.01%
Foster Victor Wealth Advisors, LLC	11.79K	Jun 30, 26	+11.79K	0.01%
FRANKLIN RESOURCES INC	11.34K	Jun 30, 26	+2.27K	0.01%
Advyzon Investment Management, LLC	11.31K	Jun 30, 26	+1.91K	0.01%
R2 Capital Strategies, LLC	11.24K	Jun 30, 26	+11.24K	0.01%
Strategic Blueprint, LLC	11.23K	Jun 30, 26	+1.31K	0.01%
Madison Wealth Partners, Inc	11.04K	Jun 30, 26	+11.04K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	11.01K	Jun 30, 26	+5.32K	0.01%
StoneX Group Inc.	10.66K	Jun 30, 26	-31.03K	0.01%
Apollon Wealth Management, LLC	10.64K	Jun 30, 26	--	0.01%
Western Wealth Management, LLC	10.60K	Jun 30, 26	+4.22K	0.01%
Facet Wealth, Inc.	10.23K	Jun 30, 26	+10.23K	0.01%
Regal Investment Advisors LLC	10.11K	Jun 30, 26	+10.11K	0.01%
Perigon Wealth Management, LLC	10.08K	Jun 30, 26	+1.01K	0.01%
Elevation Wealth Management LLC	9.77K	Jun 30, 26	+655	0.01%
First Bank & Trust	9.74K	Jun 30, 26	+9.74K	0.01%
Hilltop Holdings Inc.	9.49K	Jun 30, 26	+1.21K	0.01%
SENTINEL PENSION ADVISORS INC	9.49K	Jun 30, 26	-194	0.01%
Arkadios Wealth Advisors	9.41K	Jun 30, 26	+9.41K	0.01%
AE Wealth Management LLC	9.27K	Jun 30, 26	+3.25K	0.01%
Pinnacle Financial Partners, Inc.	9.27K	Jun 30, 26	+9.27K	0.01%
ADVISORTRUST PARTNERS, LLC	9.11K	Jun 30, 26	+509	0.01%
PARK AVENUE SECURITIES LLC	8.93K	Jun 30, 26	+8.93K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.90K	Jun 30, 26	+8.70K	0.01%
PRINCIPAL SECURITIES, INC.	8.81K	Jun 30, 26	+484	0.01%
Nvest Financial, LLC	8.79K	Jun 30, 26	+5	0.01%
Carnegie Capital Asset Management, LLC	8.56K	Jun 30, 26	--	0.01%
Marin Bay Wealth Advisors, LLC	8.47K	Jun 30, 26	+8.47K	0.01%
Advisor OS, LLC	8.43K	Jun 30, 26	-6.80K	0.01%
NewEdge Wealth, LLC	8.27K	Jun 30, 26	+8.27K	0.01%
Meadowbrook Advisors Group, LLC	8.25K	Jun 30, 26	+8.25K	0.01%
NewEdge Advisors, LLC	8.21K	Jun 30, 26	+494	0.01%
Lantern Wealth Advisors, LLC	8.09K	Jun 30, 26	+1.35K	0.01%
Ausdal Financial Partners, Inc.	8.02K	Jun 30, 26	+1.47K	0.01%
FMR LLC	7.78K	Jun 30, 26	+1.57K	0.01%
CIBC WORLD MARKET INC.	7.72K	Jun 30, 26	--	0.01%
Heritage Wealth Management, Inc.	7.63K	Jun 30, 26	+7.63K	0.01%
Argent Trust Co	7.55K	Jun 30, 26	+3.00K	0.01%
Insight Wealth Partners, LLC	7.41K	Jun 30, 26	+7.41K	0.01%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	7.03K	Jun 30, 26	+7.03K	0.01%
Regatta Research & Money Management	6.92K	Jun 30, 26	+6.92K	0.01%
Waldron Private Wealth LLC	6.78K	Jun 30, 26	+6.78K	0.01%
CAPTRUST FINANCIAL ADVISORS	6.75K	Jun 30, 26	+2.33K	0.01%
BOKF, NA	6.73K	Jun 30, 26	+6.73K	0.01%
Principle Wealth Partners LLC	6.55K	Jun 30, 26	-2.55K	0.01%
Revisor Wealth Management LLC	6.44K	Jun 30, 26	-497	0.01%
Envestnet Portfolio Solutions, Inc.	6.42K	Jun 30, 26	-202	0.01%
Axis Wealth Partners, LLC	6.21K	Jun 30, 26	+6.21K	0.01%
Integrated Wealth Concepts LLC	6.05K	Jun 30, 26	+6.05K	0.01%
Next Level Private LLC	6.00K	Jun 30, 26	+18	0.01%
IHT Wealth Management, LLC	5.90K	Jun 30, 26	+5.90K	0.01%
BANK OF MONTREAL /CAN/	5.86K	Jun 30, 26	--	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	5.73K	Jun 30, 26	+17	0.01%
Creative Planning	5.38K	Jun 30, 26	-3.31K	0.01%
AMERIPRISE FINANCIAL INC	5.24K	Jun 30, 26	+5.24K	0.00%
Baron Wealth Management LLC	5.21K	Jun 30, 26	--	0.00%
John A. Wolfe & Associates, Inc.	5.12K	Jun 30, 26	+14	0.00%
Atlanta Consulting Group Advisors, LLC	4.72K	Jun 30, 26	+197	0.00%
OneAscent Wealth Management LLC	4.70K	Jun 30, 26	+4.70K	0.00%
Encompass More Asset Management	4.68K	Jun 30, 26	+4.68K	0.00%
Fingerlakes Wealth Management, Inc.	4.67K	Jun 30, 26	--	0.00%
Savvy Advisors, Inc.	4.65K	Jun 30, 26	-89	0.00%
Lynx Investment Advisory	4.62K	Jun 30, 26	--	0.00%
Rockbridge Investment Management, LCC	4.55K	Jun 30, 26	+147	0.00%
QRG CAPITAL MANAGEMENT, INC.	4.46K	Jun 30, 26	+4.46K	0.00%
Aureus Asset Management, LLC	4.41K	Jun 30, 26	--	0.00%
Savant Capital, LLC	4.39K	Jun 30, 26	+4.39K	0.00%
Stratos Wealth Advisors, LLC	4.17K	Jun 30, 26	+4.17K	0.00%
Three Cord True Wealth Management, LLC	3.99K	Jun 30, 26	+3.99K	0.00%
COFG Advisors, LLC	3.93K	Jun 30, 26	+3.93K	0.00%
Clearstead Advisors, LLC	3.08K	Jun 30, 26	+3.08K	0.00%
Tidemark, LLC	3.05K	Jun 30, 26	+3.05K	0.00%
SIGNATUREFD, LLC	2.62K	Jun 30, 26	-748	0.00%
CoreCap Advisors, LLC	2.37K	Jun 30, 26	-7	0.00%
Allworth Financial LP	2.34K	Jun 30, 26	-1.50K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.30K	Jun 30, 26	+350	0.00%
HUNTINGTON NATIONAL BANK	1.94K	Jun 30, 26	+1.94K	0.00%
ROTHSCHILD INVESTMENT LLC	1.68K	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	1.57K	Jun 30, 26	+1.48K	0.00%
Community Bank, N.A.	1.55K	Jun 30, 26	+1.55K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.41K	Jun 30, 26	+748	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.32K	Jun 30, 26	--	0.00%
Vanguard National Trust Co	1.30K	Jun 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	1.14K	Jun 30, 26	+1.14K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.12K	Jun 30, 26	-176	0.00%
CITIGROUP INC	1.10K	Jun 30, 26	+722	0.00%
Signature Equity Partners, LLC	1.03K	Jun 30, 26	-581	0.00%
First Command Advisory Services, Inc.	856	Jun 30, 26	+856	0.00%
FIRST HORIZON CORP	822	Jun 30, 26	+822	0.00%
BROWN BROTHERS HARRIMAN & CO	770	Jun 30, 26	--	0.00%
NorthAvenue LLC	603	Jun 30, 26	+603	0.00%
Chung Wu Investment Group, LLC	510	Jun 30, 26	+510	0.00%
Delos Wealth Advisors, LLC	500	Jun 30, 26	+500	0.00%
VANGUARD ADVISERS INC	479	Jun 30, 26	+479	0.00%
Keating Financial Advisory Services, Inc.	443	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	438	Jun 30, 26	+30	0.00%
Manchester Capital Management LLC	418	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	367	Jun 30, 26	+367	0.00%
ASSETMARK, INC	288	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	250	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	219	Jun 30, 26	+219	0.00%
PlanVest Financial, Inc	197	Jun 30, 26	+90	0.00%
Abound Wealth Management	188	Jun 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	174	Jun 30, 26	--	0.00%
Horizon Investments, LLC	164	Jun 30, 26	-164	0.00%
Cornerstone Planning Group LLC	157	Jun 30, 26	--	0.00%
Valued Wealth Advisors LLC	134	Jun 30, 26	-12	0.00%
IAG Wealth Partners, LLC	127	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	125	Jun 30, 26	+125	0.00%
EVERMAY WEALTH MANAGEMENT LLC	120	Jun 30, 26	+120	0.00%
HANTZ FINANCIAL SERVICES, INC.	85	Jun 30, 26	+10	0.00%
BlackRock, Inc.	72	Jun 30, 26	+72	0.00%
NBH Bank	71	Jun 30, 26	+71	0.00%
Russell Investments Group, Ltd.	49	Jun 30, 26	-1.99K	0.00%
Central Pacific Bank - Trust Division	37	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	33	Jun 30, 26	+33	0.00%
SOA Wealth Advisors, LLC.	26	Jun 30, 26	+26	0.00%
Crews Bank & Trust	25	Jun 30, 26	--	0.00%
Beacon Capital Management, Inc.	1	Jun 30, 26	--	0.00%
Elequin Securities, LLC	1	Jun 30, 26	-401.08K	0.00%
XTX Topco Ltd	--	Jun 30, 26	-5.29K	--
Coco Enterprises, LLC	--	Jun 30, 26	-486.77K	--
US BANCORP \DE\	--	Jun 30, 26	-36	--
Joseph Group Capital Management	--	Jun 30, 26	-742	--
Advisory Services Network, LLC	--	Jun 30, 26	-238	--
Synergy Asset Management, LLC	--	Jun 30, 26	-10.79K	--
Activest Wealth Management	--	Jun 30, 26	-28	--
Baer Investment Advisory LLC	--	Jun 30, 26	-58.44K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-27.31K	--
WFA of San Diego, LLC	--	Jun 30, 26	-1.23K	--
Independent Advisor Alliance	--	Jun 30, 26	-105.12K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-588	--
Johnson Financial Group, Inc.	--	Jun 30, 26	-277	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-7.46K	--
Security National Bank	--	Jun 30, 26	-626	--
HRT FINANCIAL LP	--	Jun 30, 26	-7.93K	--
Brand Asset Management Group, Inc.	--	Jun 30, 26	-4.63K	--
CALTON & ASSOCIATES, INC.	--	Jun 30, 26	-10.90K	--
Allie Family Office LLC	--	Jun 30, 26	-17.20K	--
CWM, LLC	3.34M	Mar 31, 26	+93.53K	3.12%
U.S. Capital Wealth Advisors, LLC	185.59K	Mar 31, 26	+18.17K	0.17%
Skopos Labs, Inc.	29.93K	Mar 31, 26	+29.93K	0.03%
Signature Wealth Management Group	7.59K	Mar 31, 26	+7.59K	0.01%
Parkside Financial Bank & Trust	--	Mar 31, 26	-1.14K	--
COMERICA BANK	26.30K	Dec 31, 25	+16.92K	0.02%
Northwest Capital Management Inc	1.29K	Dec 31, 25	-2.67K	0.00%
Glenmede Investment Management, LP	5.79M	Sep 30, 25	+789.77K	5.40%
WETHERBY ASSET MANAGEMENT INC	5.65K	Sep 30, 25	+5.65K	0.01%
AVANTAX ADVISORY SERVICES, INC.	483.67K	Jun 30, 25	+258.63K	0.45%
Atria Wealth Solutions, Inc.	92.15K	Jun 30, 25	+1.66K	0.09%
Congress Wealth Management LLC / DE /	9.70K	Jun 30, 25	-2.76K	0.01%
Centricity Wealth Management, LLC	--	Jun 30, 25	-315	--
RAYMOND JAMES & ASSOCIATES	5.69K	Sep 30, 24	--	0.01%
ICA Group Wealth Management, LLC	450	Jun 30, 24	+450	0.00%
Cetera Advisor Networks LLC	500.26K	Mar 31, 24	+74.72K	0.47%
Cetera Advisors LLC	80.39K	Mar 31, 24	+14.63K	0.07%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

38.24M

Jun 30, 26

+2.33M

35.65%

MORGAN STANLEY

17.49M

Jun 30, 26

+3.37M

16.31%

LPL Financial LLC

9.98M

Jun 30, 26

+8.73M

9.30%

Cetera Investment Advisers

9.41M

Jun 30, 26

+1.07M

8.77%

CULLEN/FROST BANKERS, INC.

8.61M

Jun 30, 26

+886.18K

8.03%

COMMONWEALTH EQUITY SERVICES, LLC

7.98M

Jun 30, 26

+1.31M

7.44%

GLENMEDE TRUST CO NA

7.26M

Jun 30, 26

+105.43K

6.77%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.62M

Jun 30, 26

+1.13M

6.17%

UBS Group AG

6.00M

Jun 30, 26

+406.21K

5.59%

ENVESTNET ASSET MANAGEMENT INC

5.40M

Jun 30, 26

+762.10K

5.04%

Modern Wealth Management, LLC

3.81M

Jun 30, 26

+1.50M

3.55%

WELLS FARGO & COMPANY/MN

3.45M

Jun 30, 26

+761.55K

3.22%

Cambridge Investment Research Advisors, Inc.

2.90M

Jun 30, 26

+1.03M

2.70%

Allegheny Financial Group LTD

2.61M

Jun 30, 26

+327.44K

2.43%

STIFEL FINANCIAL CORP

2.47M

Jun 30, 26

+172.02K

2.30%

Janney Montgomery Scott LLC

2.13M

Jun 30, 26

+2.13M

1.99%

Amplius Wealth Advisors, LLC

2.04M

Jun 30, 26

+59.58K

1.90%

ADVISOR GROUP HOLDINGS, INC.

1.67M

Jun 30, 26

+1.27M

1.56%

JONES FINANCIAL COMPANIES LLLP

1.67M

Jun 30, 26

+632.37K

1.56%

HighTower Advisors, LLC

1.59M

Jun 30, 26

+276.07K

1.48%

Opal Wealth Advisors, LLC

1.56M

Jun 30, 26

-6.02K

1.46%

Oak Barrel Wealth Advisory LLC

1.44M

Jun 30, 26

+1.44M

1.35%

Kestra Advisory Services, LLC

1.39M

Jun 30, 26

+84.72K

1.30%

CI Private Wealth, LLC

1.31M

Jun 30, 26

+60.56K

1.22%

Sanctuary Advisors, LLC

1.28M

Jun 30, 26

+93.48K

1.19%

Capital Analysts, LLC

1.19M

Jun 30, 26

+100.00K

1.11%

Bleakley Financial Group, LLC

1.07M

Jun 30, 26

+44.73K

1.00%

Wealthspire Advisors, LLC

1.03M

Jun 30, 26

+51.05K

0.96%

RFG Advisory, LLC

1.01M

Jun 30, 26

+130.99K

0.94%

Drake & Associates, LLC

954.58K

Jun 30, 26

+60.52K

0.89%

AUCTUS ADVISORS LLC

944.83K

Jun 30, 26

-4.79K

0.88%

MML INVESTORS SERVICES, LLC

937.68K

Jun 30, 26

+309.19K

0.87%

Geneos Wealth Management Inc.

879.44K

Jun 30, 26

+28.80K

0.82%

M&T BANK CORP

878.62K

Jun 30, 26

+460.46K

0.82%

Harbor Group, Inc.

876.34K

Jun 30, 26

+15.56K

0.82%

Summit Investment Advisory Services, LLC

866.00K

Jun 30, 26

+866.00K

0.81%

SAX WEALTH ADVISORS, LLC

841.85K

Jun 30, 26

+159.21K

0.78%

Rockefeller Capital Management L.P.

834.98K

Jun 30, 26

+192.31K

0.78%

GGM Financials LLC

802.02K

Jun 30, 26

+682.96K

0.75%

Embree Financial Group

782.12K

Jun 30, 26

+17.14K

0.73%

HANCOCK WHITNEY CORP

781.74K

Jun 30, 26

+21.27K

0.73%

Bouchey Financial Group Ltd

772.53K

Jun 30, 26

+772.53K

0.72%

Arete Wealth Advisors, LLC

676.11K

Jun 30, 26

-25.13K

0.63%

Resources Investment Advisors, LLC.

665.62K

Jun 30, 26

+93.21K

0.62%

Steward Partners Investment Advisory, LLC

643.08K

Jun 30, 26

+125.00K

0.60%

AdvisorNet Financial, Inc

625.17K

Jun 30, 26

+60.95K

0.58%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

621.44K

Jun 30, 26

-78.45K

0.58%

BAKER TILLY WEALTH MANAGEMENT, LLC

592.73K

Jun 30, 26

+76.97K

0.55%

Sowa Financial Group, Inc.

587.21K

Jun 30, 26

+25.42K

0.55%

Marks Group Wealth Management, Inc

582.27K

Jun 30, 26

+233.09K

0.54%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

559.53K

Jun 30, 26

+320.96K

0.52%

Private Advisor Group, LLC

533.67K

Jun 30, 26

+494.03K

0.50%

Bucket List Wealth Management, LLC

523.23K

Jun 30, 26

+177.69K

0.49%

Baird Financial Group, Inc.

500.42K

Jun 30, 26

+8.22K

0.47%

Aurdan Capital Management, LLC

466.71K

Jun 30, 26

+35.15K

0.44%

MAI Capital Management

463.58K

Jun 30, 26

+88.56K

0.43%

Retirement Management Systems Inc.

438.58K

Jun 30, 26

+26.99K

0.41%

Snowden Capital Advisors LLC

430.69K

Jun 30, 26

+80.66K

0.40%

Towneley Capital Management, Inc / DE

429.05K

Jun 30, 26

-3.89K

0.40%

Dogwood Wealth Management LLC

426.69K

Jun 30, 26

+32.62K

0.40%

ADAMSBROWN WEALTH CONSULTANTS LLC

424.27K

Jun 30, 26

+424.27K

0.40%

SILVER OAK SECURITIES, INCORPORATED

417.08K

Jun 30, 26

+12.74K

0.39%

Frontier Asset Management, LLC

413.10K

Jun 30, 26

+937

0.39%

Atria Investments, Inc

397.69K

Jun 30, 26

+4.90K

0.37%

Redhawk Wealth Advisors, Inc.

386.32K

Jun 30, 26

+11.02K

0.36%

KESTRA PRIVATE WEALTH SERVICES, LLC

374.67K

Jun 30, 26

+80.55K

0.35%

TRUIST FINANCIAL CORP

374.30K

Jun 30, 26

-176.63K

0.35%

Keystone Financial Services, LLC

370.01K

Jun 30, 26

-1.32K

0.34%

Valmark Advisers, Inc.

366.78K

Jun 30, 26

+78.35K

0.34%

Haverford Trust Co

357.05K

Jun 30, 26

+20.92K

0.33%

Ameritas Advisory Services, LLC

342.32K

Jun 30, 26

+292.41K

0.32%

BridgePort Financial Solutions, LLC

338.43K

Jun 30, 26

-39.60K

0.32%

Able Wealth Management LLC

333.12K

Jun 30, 26

-18.96K

0.31%

Cooper Financial Group

330.40K

Jun 30, 26

-5.13K

0.31%

PNC FINANCIAL SERVICES GROUP, INC.

326.99K

Jun 30, 26

+95.99K

0.30%

IVC Wealth Advisors LLC

318.69K

Jun 30, 26

-2.34K

0.30%

Fundamentum, LLC

313.06K

Jun 30, 26

+40.91K

0.29%

Merit Financial Group, LLC

304.47K

Jun 30, 26

+89.44K

0.28%

CENTRAL TRUST Co

303.03K

Jun 30, 26

+422

0.28%

JPMORGAN CHASE & CO

302.54K

Jun 30, 26

+74.35K

0.28%

Coign Capital Advisors LLC

290.19K

Jun 30, 26

+1.70K

0.27%

Trademark Financial Management, LLC

274.40K

Jun 30, 26

+30.13K

0.26%

HARBOUR INVESTMENTS, INC.

271.37K

Jun 30, 26

+29.95K

0.25%

Rollins Financial Advisors, LLC

267.51K

Jun 30, 26

+11.56K

0.25%

Qube Research & Technologies Ltd

265.98K

Jun 30, 26

+8.40K

0.25%

Smartleaf Asset Management LLC

265.28K

Jun 30, 26

0.25%

ROYAL BANK OF CANADA

255.97K

Jun 30, 26

+102.78K

0.24%

Weil Company, Inc.

248.56K

Jun 30, 26

-145.29K

0.23%

Key Client Fiduciary Advisors, LLC

247.82K

Jun 30, 26

+40.68K

0.23%

Integrated Advisors Network LLC

234.54K

Jun 30, 26

+8.38K

0.22%

CASTLE WEALTH MANAGEMENT LLC

226.12K

Jun 30, 26

+3.53K

0.21%

SRS Capital Advisors, Inc.

224.95K

Jun 30, 26

+224.95K

0.21%

CENTAURUS FINANCIAL, INC.

222.23K

Jun 30, 26

+1.84K

0.21%

Stonebridge Financial Group, LLC / MO

216.88K

Jun 30, 26

+136.70K

0.20%

MGO ONE SEVEN LLC

214.05K

Jun 30, 26

-3.52K

0.20%

J.W. COLE ADVISORS, INC.

212.84K

Jun 30, 26

+212.84K

0.20%

KELLEHER FINANCIAL ADVISORS

212.05K

Jun 30, 26

+212.05K

0.20%

New England Private Wealth Advisors LLC

211.84K

Jun 30, 26

+52.19K

0.20%

Midwest Capital Advisors, LLC

206.52K

Jun 30, 26

+41.86K

0.19%

Green Ridge Wealth Planning LLC

206.50K

Jun 30, 26

+29.02K

0.19%

Stratos Wealth Partners, LTD.

204.62K

Jun 30, 26

+204.62K

0.19%

StoneCrest Wealth Management, Inc.

197.88K

Jun 30, 26

-7.03K

0.18%

ROBINSON SMITH WEALTH ADVISORS LLC

197.35K

Jun 30, 26

+8.47K

0.18%

Horizon Family Wealth, Inc.

196.47K

Jun 30, 26

+11.80K

0.18%

Cornerstone Wealth Management, LLC

191.89K

Jun 30, 26

+65.88K

0.18%

Diversify Advisory Services, LLC

190.72K

Jun 30, 26

+190.72K

0.18%

DIVERSIFY WEALTH MANAGEMENT, LLC

190.72K

Jun 30, 26

+7.13K

0.18%

Tower Wealth Partners, Inc.

187.81K

Jun 30, 26

+12.06K

0.18%

MERCER GLOBAL ADVISORS INC /ADV

178.23K

Jun 30, 26

+178.23K

0.17%

Colonial River Wealth Management, LLC

173.58K

Jun 30, 26

-125.92K

0.16%

Visionary Wealth Advisors

172.19K

Jun 30, 26

-23.69K

0.16%

DENVER WEALTH MANAGEMENT, INC.

171.68K

Jun 30, 26

+171.68K

0.16%

Foundry Financial Group, Inc.

171.37K

Jun 30, 26

+4.42K

0.16%

Vestmark Advisory Solutions, Inc.

167.10K

Jun 30, 26

+167.10K

0.16%

Midwest Financial Group LLC

165.61K

Jun 30, 26

+10.98K

0.15%

IFP Advisors, Inc

155.15K

Jun 30, 26

+22.21K

0.14%

Per Stirling Capital Management, LLC.

151.75K

Jun 30, 26

+5.33K

0.14%

Essex Financial Services, Inc.

150.36K

Jun 30, 26

+8.59K

0.14%

Summit Financial, LLC

148.16K

Jun 30, 26

+65.98K

0.14%

Brookstone Capital Management

146.92K

Jun 30, 26

-132.42K

0.14%

N.E.W. Advisory Services LLC

143.28K

Jun 30, 26

-706

0.13%

GOLDMAN SACHS GROUP INC

142.26K

Jun 30, 26

+137.26K

0.13%

Uniting Wealth Partners, LLC

138.85K

Jun 30, 26

+2.70K

0.13%

Prosperity Financial Group, Inc.

133.62K

Jun 30, 26

-526

0.12%

Bank of New York Mellon Corp

132.95K

Jun 30, 26

-21.35K

0.12%

ERn Financial, LLC

132.47K

Jun 30, 26

+1.04K

0.12%

Sigma Planning Corp

130.75K

Jun 30, 26

+13.98K

0.12%

Sovran Advisors, LLC

130.30K

Jun 30, 26

-2.78K

0.12%

Sumitomo Mitsui Trust Group, Inc.

128.15K

Jun 30, 26

+128.15K

0.12%

Patriot Financial Group Insurance Agency, LLC

127.51K

Jun 30, 26

-116.35K

0.12%

RAYMOND JAMES FINANCIAL INC

125.94K

Jun 30, 26

+24.09K

0.12%

Secure Asset Management, LLC

124.59K

Jun 30, 26

+104.64K

0.12%

Cannon Wealth Management Services, LLC

120.75K

Jun 30, 26

+5.50K

0.11%

Elyxium Wealth, LLC

119.72K

Jun 30, 26

+52.32K

0.11%

SeaCrest Wealth Management, LLC

117.10K

Jun 30, 26

+8.41K

0.11%

Beacon Pointe Advisors, LLC

108.39K

Jun 30, 26

+22.26K

0.10%

Empire Life Investments Inc.

108.34K

Jun 30, 26

+13.30K

0.10%

RDA Financial Network

107.85K

Jun 30, 26

+8.42K

0.10%

IFG Advisory, LLC

107.74K

Jun 30, 26

+107.74K

0.10%

ATX Financial Planning, LLC

106.32K

Jun 30, 26

+20.71K

0.10%

Sandhill Capital Partners LLC

103.28K

Jun 30, 26

+64.37K

0.10%

STEPHENS INC /AR/

102.78K

Jun 30, 26

+9.50K

0.10%

Clarity Asset Management, Inc.

99.39K

Jun 30, 26

+81.17K

0.09%

SILVERCREST ASSET MANAGEMENT GROUP LLC

99.39K

Jun 30, 26

+46.31K

0.09%

Kingsview Wealth Management, LLC

99.19K

Jun 30, 26

+28.90K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

97.01K

Jun 30, 26

+14.86K

0.09%

Mutual Advisors, LLC

96.16K

Jun 30, 26

+96.16K

0.09%

MOTCO

94.00K

Jun 30, 26

+3.22K

0.09%

Indivisible Partners

93.49K

Jun 30, 26

+2.96K

0.09%

Ballew Advisors, Inc

93.08K

Jun 30, 26

+28.34K

0.09%

Tempus Wealth Planning, LLC

92.97K

Jun 30, 26

+20.83K

0.09%

USAdvisors Wealth Management, LLC

92.65K

Jun 30, 26

-4.85K

0.09%

Equitable Holdings, Inc.

90.64K

Jun 30, 26

+71.63K

0.08%

MARSHALL WACE, LLP

89.67K

Jun 30, 26

+89.67K

0.08%

Belpointe Asset Management LLC

81.91K

Jun 30, 26

-1.36K

0.08%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

76.75K

Jun 30, 26

+476

0.07%

Laurel Wealth Planning LLC

76.64K

Jun 30, 26

+76.64K

0.07%

Everest Financial Group LLC

76.15K

Jun 30, 26

+20.16K

0.07%

Athena Wealth Management, LLC

75.51K

Jun 30, 26

+37

0.07%

Spire Wealth Management

75.21K

Jun 30, 26

+2.35K

0.07%

Ambassador Advisors, LLC

74.74K

Jun 30, 26

+487

0.07%

CreativeOne Wealth, LLC

70.69K

Jun 30, 26

+70.69K

0.07%

VICTORY FINANCIAL GROUP, LLC

70.59K

Jun 30, 26

+12.16K

0.07%

ArborFi Advisors, LLC

69.98K

Jun 30, 26

+69.98K

0.07%

Continuum Advisory, LLC

67.22K

Jun 30, 26

+26.35K

0.06%

Advisory Resource Group

62.72K

Jun 30, 26

-3.35K

0.06%

FIFTH THIRD SECURITIES, INC.

61.37K

Jun 30, 26

+40.83K

0.06%

MACROVIEW INVESTMENT MANAGEMENT LLC

60.53K

Jun 30, 26

+5.81K

0.06%

WEDBUSH SECURITIES INC

59.49K

Jun 30, 26

+36.54K

0.06%

New Republic Capital, LLC

58.73K

Jun 30, 26

+58.73K

0.05%

Wealthcare Advisory Partners LLC

58.68K

Jun 30, 26

+28.11K

0.05%

NATIXIS ADVISORS, L.P.

57.45K

Jun 30, 26

+22.25K

0.05%

D.A. DAVIDSON & CO.

54.92K

Jun 30, 26

-15.93K

0.05%

Pensionmark Financial Group, LLC

54.48K

Jun 30, 26

+2.21K

0.05%

Prostatis Group LLC

53.92K

Jun 30, 26

-60.56K

0.05%

Clark Wealth Partners

52.73K

Jun 30, 26

+47.17K

0.05%

Patten Group, Inc.

52.73K

Jun 30, 26

-1.18K

0.05%

Waverly Advisors, LLC

52.52K

Jun 30, 26

+1.58K

0.05%

Global Retirement Partners, LLC

52.49K

Jun 30, 26

+52.49K

0.05%

Heritage Trust Co

52.23K

Jun 30, 26

+8.58K

0.05%

Sonoma Allocations LLC

52.17K

Jun 30, 26

+26.12K

0.05%

Briggs Wealth Management, Inc

50.82K

Jun 30, 26

+27.36K

0.05%

Peck Wealth Management, LLC

50.44K

Jun 30, 26

+10.01K

0.05%

BARNES PETTEY FINANCIAL ADVISORS, LLC

50.18K

Jun 30, 26

+38.02K

0.05%

XCELSIOR ADVISOR PARTNERS LLC

50.00K

Jun 30, 26

+50.00K

0.05%

Dynamic Advisor Solutions LLC

49.99K

Jun 30, 26

+3.51K

0.05%

Quantinno Capital Management LP

49.94K

Jun 30, 26

+27.16K

0.05%

FIRST UNITED BANK & TRUST

49.83K

Jun 30, 26

+24.04K

0.05%

Provident Wealth Management, LLC

49.00K

Jun 30, 26

-1.19K

0.05%

Financial Services Advisory Inc

48.30K

Jun 30, 26

-3.16K

0.05%

WESPAC Advisors, LLC

47.79K

Jun 30, 26

-21

0.04%

BENJAMIN EDWARDS INC

46.50K

Jun 30, 26

+300

0.04%

Chevy Chase Trust Holdings, LLC

45.37K

Jun 30, 26

-111

0.04%

Breakwater Capital Group

45.22K

Jun 30, 26

+6.05K

0.04%

Nuveen, LLC

44.15K

Jun 30, 26

+44.15K

0.04%

AXXCESS WEALTH MANAGEMENT, LLC

43.78K

Jun 30, 26

+43.78K

0.04%

Quadrature Capital Ltd

43.77K

Jun 30, 26

+43.77K

0.04%

WJ Wealth Management, LLC

42.05K

Jun 30, 26

+42.05K

0.04%

INSIGNEO ADVISORY SERVICES, LLC

41.77K

Jun 30, 26

+18.89K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

39.71K

Jun 30, 26

+3.54K

0.04%

COZAD ASSET MANAGEMENT INC

39.42K

Jun 30, 26

+831

0.04%

Beacon Bridge Wealth Partners, LLC

39.41K

Jun 30, 26

+39.41K

0.04%

OAK HARBOR WEALTH PARTNERS, LLC

38.99K

Jun 30, 26

+5.72K

0.04%

WealthCare Investment Partners, LLC

36.91K

Jun 30, 26

-211

0.03%

RENAISSANCE TECHNOLOGIES LLC

36.50K

Jun 30, 26

+7.40K

0.03%

Kingsman Wealth Management, Inc.

35.95K

Jun 30, 26

-3.86K

0.03%

JT Stratford LLC

34.88K

Jun 30, 26

+9.44K

0.03%

FIFTH THIRD BANCORP

34.59K

Jun 30, 26

+8.52K

0.03%

HICKS CAPITAL MANAGEMENT LLC

33.33K

Jun 30, 26

+106

0.03%

Federation des caisses Desjardins du Quebec

32.12K

Jun 30, 26

+28.21K

0.03%

NFP Retirement, Inc.

30.91K

Jun 30, 26

+6.72K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

29.40K

Jun 30, 26

+29.40K

0.03%

Integrated Investment Consultants, LLC

29.13K

Jun 30, 26

+2.13K

0.03%

Integrity Financial Corp /WA

28.66K

Jun 30, 26

+1.09K

0.03%

Greenline Wealth Management LLC

27.58K

Jun 30, 26

+318

0.03%

Farther Finance Advisors, LLC

26.12K

Jun 30, 26

+14.12K

0.02%

GWN SECURITIES INC.

26.04K

Jun 30, 26

+862

0.02%

Focus Financial Network, Inc.

25.98K

Jun 30, 26

-10.20K

0.02%

Vise Technologies, Inc.

25.92K

Jun 30, 26

+25.92K

0.02%

Evergreen Wealth Solutions, LLC

25.50K

Jun 30, 26

+9.28K

0.02%

RMR Wealth Builders

24.85K

Jun 30, 26

+61

0.02%

RICHARDS, MERRILL & PETERSON, INC.

24.66K

Jun 30, 26

+13.40K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

23.15K

Jun 30, 26

+549

0.02%

Gladstone Institutional Advisory LLC

22.41K

Jun 30, 26

+17.52K

0.02%

Cox Capital Mgt LLC

22.18K

Jun 30, 26

-675

0.02%

Kovack Advisors, Inc.

22.08K

Jun 30, 26

+22.08K

0.02%

SMITH, MOORE & CO.

21.59K

Jun 30, 26

+2.79K

0.02%

Mayflower Financial Advisors, LLC

21.06K

Jun 30, 26

+3.33K

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

20.90K

Jun 30, 26

-17.65K

0.02%

GK Wealth Management LLC

20.72K

Jun 30, 26

+20.72K

0.02%

Betterment LLC

20.10K

Jun 30, 26

+6.23K

0.02%

PCG Wealth Advisors, LLC

18.86K

Jun 30, 26

+18.86K

0.02%

Mayfair Advisory Group, LLC

18.70K

Jun 30, 26

+2.62K

0.02%

Mariner, LLC

17.97K

Jun 30, 26

+17.97K

0.02%

John W. Brooker & Co., CPAs

17.96K

Jun 30, 26

+5.70K

0.02%

Simplicity Wealth,LLC

17.77K

Jun 30, 26

+2.95K

0.02%

Runnymede Capital Advisors, Inc.

17.56K

Jun 30, 26

-2.85K

0.02%

Prospera Financial Services Inc

17.06K

Jun 30, 26

+4.89K

0.02%

Accurate Wealth Management, LLC

16.92K

Jun 30, 26

+331

0.02%

Main Street Financial Solutions, LLC

16.77K

Jun 30, 26

+210

0.02%

VICUS CAPITAL

16.72K

Jun 30, 26

+6.93K

0.02%

Verdence Capital Advisors LLC

16.49K

Jun 30, 26

+7.02K

0.02%

AQR CAPITAL MANAGEMENT LLC

16.48K

Jun 30, 26

-2.98K

0.02%

Aspire Capital Advisors LLC

16.19K

Jun 30, 26

+1.56K

0.02%

Cyndeo Wealth Partners, LLC

15.97K

Jun 30, 26

-4

0.01%

Wealth Alliance

15.39K

Jun 30, 26

+7.09K

0.01%

Clear Point Advisors Inc.

15.19K

Jun 30, 26

-1.38K

0.01%

JANE STREET GROUP, LLC

15.03K

Jun 30, 26

+15.03K

0.01%

Barnes Wealth Management Group, Inc

14.97K

Jun 30, 26

-803

0.01%

Processus Wealth & Capital Management, LLC

14.49K

Jun 30, 26

+1.01K

0.01%

Cedar Mountain Advisors, LLC

14.17K

Jun 30, 26

+14.17K

0.01%

Scarborough Advisors, LLC

14.04K

Jun 30, 26

+14.04K

0.01%

Avantax Planning Partners, Inc.

13.64K

Jun 30, 26

-356

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

13.40K

Jun 30, 26

+3.56K

0.01%

PRIVATE TRUST CO NA

13.31K

Jun 30, 26

+13.31K

0.01%

MANCHESTER FINANCIAL INC

13.08K

Jun 30, 26

+1.28K

0.01%

GREENWOOD GEARHART INC

12.92K

Jun 30, 26

+12.92K

0.01%

LWM Advisory Services, LLC

12.85K

Jun 30, 26

+12.85K

0.01%

Spartan Wealth Advisory Services LLC

12.68K

Jun 30, 26

+100

0.01%

LaSalle St. Investment Advisors, LLC

12.31K

Jun 30, 26

-525

0.01%

Third View Private Wealth, LLC

12.16K

Jun 30, 26

+1.85K

0.01%

BROWN ADVISORY INC

12.10K

Jun 30, 26

0.01%

FLAGSHIP WEALTH ADVISORS, LLC

12.04K

Jun 30, 26

+12.04K

0.01%

Foster Victor Wealth Advisors, LLC

11.79K

Jun 30, 26

+11.79K

0.01%

FRANKLIN RESOURCES INC

11.34K

Jun 30, 26

+2.27K

0.01%

Advyzon Investment Management, LLC

11.31K

Jun 30, 26

+1.91K

0.01%

R2 Capital Strategies, LLC

11.24K

Jun 30, 26

+11.24K

0.01%

Strategic Blueprint, LLC

11.23K

Jun 30, 26

+1.31K

0.01%

Madison Wealth Partners, Inc

11.04K

Jun 30, 26

+11.04K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

11.01K

Jun 30, 26

+5.32K

0.01%

StoneX Group Inc.

10.66K

Jun 30, 26

-31.03K

0.01%

Apollon Wealth Management, LLC

10.64K

Jun 30, 26

0.01%

Western Wealth Management, LLC

10.60K

Jun 30, 26

+4.22K

0.01%

Facet Wealth, Inc.

10.23K

Jun 30, 26

+10.23K

0.01%

Regal Investment Advisors LLC

10.11K

Jun 30, 26

+10.11K

0.01%

Perigon Wealth Management, LLC

10.08K

Jun 30, 26

+1.01K

0.01%

Elevation Wealth Management LLC

9.77K

Jun 30, 26

+655

0.01%

First Bank & Trust

9.74K

Jun 30, 26

+9.74K

0.01%

Hilltop Holdings Inc.

9.49K

Jun 30, 26

+1.21K

0.01%

SENTINEL PENSION ADVISORS INC

9.49K

Jun 30, 26

-194

0.01%

Arkadios Wealth Advisors

9.41K

Jun 30, 26

+9.41K

0.01%

AE Wealth Management LLC

9.27K

Jun 30, 26

+3.25K

0.01%

Pinnacle Financial Partners, Inc.

9.27K

Jun 30, 26

+9.27K

0.01%

ADVISORTRUST PARTNERS, LLC

9.11K

Jun 30, 26

+509

0.01%

PARK AVENUE SECURITIES LLC

8.93K

Jun 30, 26

+8.93K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.90K

Jun 30, 26

+8.70K

0.01%

PRINCIPAL SECURITIES, INC.

8.81K

Jun 30, 26

+484

0.01%

Nvest Financial, LLC

8.79K

Jun 30, 26

0.01%

Carnegie Capital Asset Management, LLC

8.56K

Jun 30, 26

0.01%

Marin Bay Wealth Advisors, LLC

8.47K

Jun 30, 26

+8.47K

0.01%

Advisor OS, LLC

8.43K

Jun 30, 26

-6.80K

0.01%

NewEdge Wealth, LLC

8.27K

Jun 30, 26

+8.27K

0.01%

Meadowbrook Advisors Group, LLC

8.25K

Jun 30, 26

+8.25K

0.01%

NewEdge Advisors, LLC

8.21K

Jun 30, 26

+494

0.01%

Lantern Wealth Advisors, LLC

8.09K

Jun 30, 26

+1.35K

0.01%

Ausdal Financial Partners, Inc.

8.02K

Jun 30, 26

+1.47K

0.01%

FMR LLC

7.78K

Jun 30, 26

+1.57K

0.01%

CIBC WORLD MARKET INC.

7.72K

Jun 30, 26

0.01%

Heritage Wealth Management, Inc.

7.63K

Jun 30, 26

+7.63K

0.01%

Argent Trust Co

7.55K

Jun 30, 26

+3.00K

0.01%

Insight Wealth Partners, LLC

7.41K

Jun 30, 26

+7.41K

0.01%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

7.03K

Jun 30, 26

+7.03K

0.01%

Regatta Research & Money Management

6.92K

Jun 30, 26

+6.92K

0.01%

Waldron Private Wealth LLC

6.78K

Jun 30, 26

+6.78K

0.01%

CAPTRUST FINANCIAL ADVISORS

6.75K

Jun 30, 26

+2.33K

0.01%

BOKF, NA

6.73K

Jun 30, 26

+6.73K

0.01%

Principle Wealth Partners LLC

6.55K

Jun 30, 26

-2.55K

0.01%

Revisor Wealth Management LLC

6.44K

Jun 30, 26

-497

0.01%

Envestnet Portfolio Solutions, Inc.

6.42K

Jun 30, 26

-202

0.01%

Axis Wealth Partners, LLC

6.21K

Jun 30, 26

+6.21K

0.01%

Integrated Wealth Concepts LLC

6.05K

Jun 30, 26

+6.05K

0.01%

Next Level Private LLC

6.00K

Jun 30, 26

+18

0.01%

IHT Wealth Management, LLC

5.90K

Jun 30, 26

+5.90K

0.01%

BANK OF MONTREAL /CAN/

5.86K

Jun 30, 26

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

5.73K

Jun 30, 26

+17

0.01%

Creative Planning

5.38K

Jun 30, 26

-3.31K

0.01%

AMERIPRISE FINANCIAL INC

5.24K

Jun 30, 26

+5.24K

0.00%

Baron Wealth Management LLC

5.21K

Jun 30, 26

0.00%

John A. Wolfe & Associates, Inc.

5.12K

Jun 30, 26

+14

0.00%

Atlanta Consulting Group Advisors, LLC

4.72K

Jun 30, 26

+197

0.00%

OneAscent Wealth Management LLC

4.70K

Jun 30, 26

+4.70K

0.00%

Encompass More Asset Management

4.68K

Jun 30, 26

+4.68K

0.00%

Fingerlakes Wealth Management, Inc.

4.67K

Jun 30, 26

0.00%

Savvy Advisors, Inc.

4.65K

Jun 30, 26

-89

0.00%

Lynx Investment Advisory

4.62K

Jun 30, 26

0.00%

Rockbridge Investment Management, LCC

4.55K

Jun 30, 26

+147

0.00%

QRG CAPITAL MANAGEMENT, INC.

4.46K

Jun 30, 26

+4.46K

0.00%

Aureus Asset Management, LLC

4.41K

Jun 30, 26

0.00%

Savant Capital, LLC

4.39K

Jun 30, 26

+4.39K

0.00%

Stratos Wealth Advisors, LLC

4.17K

Jun 30, 26

+4.17K

0.00%

Three Cord True Wealth Management, LLC

3.99K

Jun 30, 26

+3.99K

0.00%

COFG Advisors, LLC

3.93K

Jun 30, 26

+3.93K

0.00%

Clearstead Advisors, LLC

3.08K

Jun 30, 26

+3.08K

0.00%

Tidemark, LLC

3.05K

Jun 30, 26

+3.05K

0.00%

SIGNATUREFD, LLC

2.62K

Jun 30, 26

-748

0.00%

CoreCap Advisors, LLC

2.37K

Jun 30, 26

-7

0.00%

Allworth Financial LP

2.34K

Jun 30, 26

-1.50K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.30K

Jun 30, 26

+350

0.00%

HUNTINGTON NATIONAL BANK

1.94K

Jun 30, 26

+1.94K

0.00%

ROTHSCHILD INVESTMENT LLC

1.68K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

1.57K

Jun 30, 26

+1.48K

0.00%

Community Bank, N.A.

1.55K

Jun 30, 26

+1.55K

0.00%

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

1.41K

Jun 30, 26

+748

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.32K

Jun 30, 26

0.00%

Vanguard National Trust Co

1.30K

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

1.14K

Jun 30, 26

+1.14K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.12K

Jun 30, 26

-176

0.00%

CITIGROUP INC

1.10K

Jun 30, 26

+722

0.00%

Signature Equity Partners, LLC

1.03K

Jun 30, 26

-581

0.00%

First Command Advisory Services, Inc.

856

Jun 30, 26

+856

0.00%

FIRST HORIZON CORP

822

Jun 30, 26

+822

0.00%

BROWN BROTHERS HARRIMAN & CO

770

Jun 30, 26

0.00%

NorthAvenue LLC

603

Jun 30, 26

+603

0.00%

Chung Wu Investment Group, LLC

510

Jun 30, 26

+510

0.00%

Delos Wealth Advisors, LLC

500

Jun 30, 26

+500

0.00%

VANGUARD ADVISERS INC

479

Jun 30, 26

+479

0.00%

Keating Financial Advisory Services, Inc.

443

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

438

Jun 30, 26

+30

0.00%

Manchester Capital Management LLC

418

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

367

Jun 30, 26

+367

0.00%

ASSETMARK, INC

288

Jun 30, 26

0.00%

BESSEMER GROUP INC

250

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

219

Jun 30, 26

+219

0.00%

PlanVest Financial, Inc

197

Jun 30, 26

+90

0.00%

Abound Wealth Management

188

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

174

Jun 30, 26

0.00%

Horizon Investments, LLC

164

Jun 30, 26

-164

0.00%

Cornerstone Planning Group LLC

157

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

134

Jun 30, 26

-12

0.00%

IAG Wealth Partners, LLC

127

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

125

Jun 30, 26

+125

0.00%

EVERMAY WEALTH MANAGEMENT LLC

120

Jun 30, 26

+120

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+10

0.00%

BlackRock, Inc.

Jun 30, 26

+72

0.00%

NBH Bank

Jun 30, 26

+71

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-1.99K

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+33

0.00%

SOA Wealth Advisors, LLC.

Jun 30, 26

+26

0.00%

Crews Bank & Trust

Jun 30, 26

0.00%

Beacon Capital Management, Inc.

Jun 30, 26

0.00%

Elequin Securities, LLC

Jun 30, 26

-401.08K

0.00%

XTX Topco Ltd

Jun 30, 26

-5.29K

Coco Enterprises, LLC

Jun 30, 26

-486.77K

US BANCORP \DE\

Jun 30, 26

-36

Joseph Group Capital Management

Jun 30, 26

-742

Advisory Services Network, LLC

Jun 30, 26

-238

Synergy Asset Management, LLC

Jun 30, 26

-10.79K

Activest Wealth Management

Jun 30, 26

-28

Baer Investment Advisory LLC

Jun 30, 26

-58.44K

FLOW TRADERS U.S. LLC

Jun 30, 26

-27.31K

WFA of San Diego, LLC

Jun 30, 26

-1.23K

Independent Advisor Alliance

Jun 30, 26

-105.12K

Ronald Blue Trust, Inc.

Jun 30, 26

-588

Johnson Financial Group, Inc.

Jun 30, 26

-277

CITADEL ADVISORS LLC

Jun 30, 26

-7.46K

Security National Bank

Jun 30, 26

-626

HRT FINANCIAL LP

Jun 30, 26

-7.93K

Brand Asset Management Group, Inc.

Jun 30, 26

-4.63K

CALTON & ASSOCIATES, INC.

Jun 30, 26

-10.90K

Allie Family Office LLC

Jun 30, 26

-17.20K

CWM, LLC

3.34M

Mar 31, 26

+93.53K

3.12%

U.S. Capital Wealth Advisors, LLC

185.59K

Mar 31, 26

+18.17K

0.17%

Skopos Labs, Inc.

29.93K

Mar 31, 26

+29.93K

0.03%

Signature Wealth Management Group

7.59K

Mar 31, 26

+7.59K

0.01%

Parkside Financial Bank & Trust

Mar 31, 26

-1.14K

COMERICA BANK

26.30K

Dec 31, 25

+16.92K

0.02%

Northwest Capital Management Inc

1.29K

Dec 31, 25

-2.67K

0.00%

Glenmede Investment Management, LP

5.79M

Sep 30, 25

+789.77K

5.40%

WETHERBY ASSET MANAGEMENT INC

5.65K

Sep 30, 25

+5.65K

0.01%

AVANTAX ADVISORY SERVICES, INC.

483.67K

Jun 30, 25

+258.63K

0.45%

Atria Wealth Solutions, Inc.

92.15K

Jun 30, 25

+1.66K

0.09%

Congress Wealth Management LLC / DE /

9.70K

Jun 30, 25

-2.76K

0.01%

Centricity Wealth Management, LLC

Jun 30, 25

-315

RAYMOND JAMES & ASSOCIATES

5.69K

Sep 30, 24

0.01%

ICA Group Wealth Management, LLC

450

Jun 30, 24

+450

0.00%

Cetera Advisor Networks LLC

500.26K

Mar 31, 24

+74.72K

0.47%

Cetera Advisors LLC

80.39K

Mar 31, 24

+14.63K

0.07%