$27.90▼-0.28 (-0.99%)
Extended:$28.18+0.28 (+1.00%)
Institutional Ownership
Top 320 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FMR LLC | 3.19M | Sep 30, 26 | -101.95K | 4.62% |
| LPL Financial LLC | 1.77M | Sep 30, 26 | +134.99K | 2.56% |
| VICTORY CAPITAL MANAGEMENT INC | 1.63M | Sep 30, 26 | -- | 2.35% |
| Bank of New York Mellon Corp | 1.11M | Sep 30, 26 | +173.95K | 1.61% |
| Daiwa Securities Group Inc. | 1.02M | Sep 30, 26 | -20.00K | 1.48% |
| CIDEL ASSET MANAGEMENT INC | 736.91K | Sep 30, 26 | +78.15K | 1.07% |
| UBS Group AG | 600.61K | Sep 30, 26 | -76.18K | 0.87% |
| TRUIST FINANCIAL CORP | 519.02K | Sep 30, 26 | +16.05K | 0.75% |
| HighTower Advisors, LLC | 492.00K | Sep 30, 26 | -25.25K | 0.71% |
| Johnson & White Wealth Management, LLC | 309.47K | Sep 30, 26 | +1.83K | 0.45% |
| HB Wealth Management, LLC | 307.30K | Sep 30, 26 | +307.30K | 0.44% |
| Virtus Family Office LLC | 288.39K | Sep 30, 26 | +9.19K | 0.42% |
| Atlas Legacy Advisors, LLC | 270.52K | Sep 30, 26 | +2.50K | 0.39% |
| Aries Wealth Management | 209.86K | Sep 30, 26 | -5.70K | 0.30% |
| ROTHSCHILD INVESTMENT LLC | 173.79K | Sep 30, 26 | +550 | 0.25% |
| Ashton Thomas Private Wealth, LLC | 171.41K | Sep 30, 26 | +23.19K | 0.25% |
| Creative Planning | 158.72K | Sep 30, 26 | +18.36K | 0.23% |
| Kinetic Wealth Investment Advisors LLC | 158.01K | Sep 30, 26 | +127.77K | 0.23% |
| LMCG INVESTMENTS, LLC | 130.15K | Sep 30, 26 | -19.12K | 0.19% |
| Trademark Financial Management, LLC | 115.29K | Sep 30, 26 | +1.90K | 0.17% |
| Professional Financial Management, Inc. | 107.96K | Sep 30, 26 | -53.43K | 0.16% |
| Kathmere Capital Management, LLC | 107.29K | Sep 30, 26 | -1.39K | 0.16% |
| SigFig Wealth Management, LLC | 105.58K | Sep 30, 26 | -781 | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 96.93K | Sep 30, 26 | +4.11K | 0.14% |
| Ascentis Independent Advisors | 88.14K | Sep 30, 26 | +88.14K | 0.13% |
| Sepio Capital, LP | 87.33K | Sep 30, 26 | +24 | 0.13% |
| KWB Wealth | 84.65K | Sep 30, 26 | -1.04K | 0.12% |
| DRIVE WEALTH MANAGEMENT, LLC | 80.14K | Sep 30, 26 | -1.43K | 0.12% |
| Connecticut Capital Management Group, LLC | 71.49K | Sep 30, 26 | -1.10K | 0.10% |
| TrueMark Investments, LLC | 66.58K | Sep 30, 26 | +3.87K | 0.10% |
| MassMutual Private Wealth & Trust, FSB | 66.39K | Sep 30, 26 | -6.22K | 0.10% |
| Rollins Financial Advisors, LLC | 63.97K | Sep 30, 26 | -2.28K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 52.52K | Sep 30, 26 | +4.12K | 0.08% |
| TopTier Wealth Management, LLC | 51.97K | Sep 30, 26 | +6.82K | 0.08% |
| Integrated Advisors Network LLC | 50.77K | Sep 30, 26 | +1.37K | 0.07% |
| Wealthfront Advisers LLC | 48.11K | Sep 30, 26 | -1.15K | 0.07% |
| Layline Advisors, LLC | 47.03K | Sep 30, 26 | +471 | 0.07% |
| Goldstein Advisors, LLC | 40.52K | Sep 30, 26 | -123 | 0.06% |
| AlphaCore Capital LLC | 37.66K | Sep 30, 26 | -19.49K | 0.05% |
| Accel Wealth Management | 36.32K | Sep 30, 26 | +3.50K | 0.05% |
| Apollon Wealth Management, LLC | 36.02K | Sep 30, 26 | +334 | 0.05% |
| Private Advisor Group, LLC | 35.73K | Sep 30, 26 | +4.87K | 0.05% |
| Parallel Advisors, LLC | 33.82K | Sep 30, 26 | +10.89K | 0.05% |
| Net Worth Advisory Group | 33.30K | Sep 30, 26 | +2.30K | 0.05% |
| FIRETHORN WEALTH PARTNERS, LLC | 33.27K | Sep 30, 26 | +33.27K | 0.05% |
| Key FInancial Inc | 29.85K | Sep 30, 26 | +4.13K | 0.04% |
| Charles Schwab Trust Co | 29.52K | Sep 30, 26 | -42.86K | 0.04% |
| Crusonia Wealth Advisors LLC | 29.01K | Sep 30, 26 | +151 | 0.04% |
| Breakwater Capital Group | 28.03K | Sep 30, 26 | +1.72K | 0.04% |
| BIP Wealth, LLC | 26.94K | Sep 30, 26 | -655 | 0.04% |
| TITLEIST ASSET MANAGEMENT, LLC | 26.68K | Sep 30, 26 | +17.04K | 0.04% |
| DAVENPORT & Co LLC | 26.51K | Sep 30, 26 | -- | 0.04% |
| IFG Advisory, LLC | 24.50K | Sep 30, 26 | +601 | 0.04% |
| IEQ CAPITAL, LLC | 24.28K | Sep 30, 26 | +2.18K | 0.04% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 24.01K | Sep 30, 26 | +264 | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.91K | Sep 30, 26 | -4.11K | 0.03% |
| Nuveen, LLC | 23.58K | Sep 30, 26 | +12.18K | 0.03% |
| IFP Advisors, Inc | 22.49K | Sep 30, 26 | +1.16K | 0.03% |
| VestGen Advisors, LLC | 22.09K | Sep 30, 26 | -1.44K | 0.03% |
| FLAGSTAR SECURITIES, INC | 21.38K | Sep 30, 26 | +224 | 0.03% |
| Prairiewood Capital, LLC | 20.70K | Sep 30, 26 | -- | 0.03% |
| Redwood Financial Network Corp | 19.99K | Sep 30, 26 | -43 | 0.03% |
| Revolve Wealth Partners, LLC | 17.47K | Sep 30, 26 | -- | 0.03% |
| Onyx Bridge Wealth Group LLC | 16.93K | Sep 30, 26 | +148 | 0.02% |
| Lido Advisors, LLC | 14.80K | Sep 30, 26 | -1.03K | 0.02% |
| Austin Wealth Management, LLC | 12.85K | Sep 30, 26 | -- | 0.02% |
| HUB Investment Partners, LLC | 12.57K | Sep 30, 26 | -- | 0.02% |
| Freestone Capital Holdings, LLC | 12.05K | Sep 30, 26 | +696 | 0.02% |
| Savant Capital, LLC | 11.90K | Sep 30, 26 | +4.44K | 0.02% |
| Vise Technologies, Inc. | 11.42K | Sep 30, 26 | +264 | 0.02% |
| Freedom Day Solutions, LLC | 11.35K | Sep 30, 26 | -- | 0.02% |
| JFS WEALTH ADVISORS, LLC | 11.34K | Sep 30, 26 | -2.81K | 0.02% |
| Paragon Capital Management Ltd | 11.03K | Sep 30, 26 | +128 | 0.02% |
| Navigate Wealth Management, LLC | 10.97K | Sep 30, 26 | -- | 0.02% |
| CIBC WORLD MARKET INC. | 10.85K | Sep 30, 26 | -- | 0.02% |
| Capital Investment Advisors, LLC | 10.33K | Sep 30, 26 | +701 | 0.01% |
| CoreCap Advisors, LLC | 9.65K | Sep 30, 26 | +577 | 0.01% |
| BRIGHTON JONES LLC | 9.31K | Sep 30, 26 | +12 | 0.01% |
| Root Financial Partners, LLC | 8.19K | Sep 30, 26 | +8.19K | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.15K | Sep 30, 26 | -- | 0.01% |
| Asset Dedication, LLC | 8.09K | Sep 30, 26 | -2.51K | 0.01% |
| KCM INVESTMENT ADVISORS LLC | 8.00K | Sep 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 7.61K | Sep 30, 26 | +341 | 0.01% |
| PENOBSCOT WEALTH MANAGEMENT | 7.61K | Sep 30, 26 | +83 | 0.01% |
| Facet Wealth, Inc. | 7.58K | Sep 30, 26 | +7.58K | 0.01% |
| Gradient Investments LLC | 7.17K | Sep 30, 26 | +7.17K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.17K | Sep 30, 26 | -11.04K | 0.01% |
| Larson Financial Group LLC | 7.00K | Sep 30, 26 | +1 | 0.01% |
| FIFTH THIRD BANCORP | 6.66K | Sep 30, 26 | -1.14K | 0.01% |
| BANK OF MONTREAL /CAN/ | 5.83K | Sep 30, 26 | -1 | 0.01% |
| Farther Finance Advisors, LLC | 5.01K | Sep 30, 26 | +3.00K | 0.01% |
| BESSEMER GROUP INC | 4.22K | Sep 30, 26 | +4.22K | 0.01% |
| BLAIR WILLIAM & CO/IL | 3.23K | Sep 30, 26 | +7 | 0.00% |
| EverSource Wealth Advisors, LLC | 3.19K | Sep 30, 26 | +3.19K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.95K | Sep 30, 26 | +2 | 0.00% |
| US BANCORP \DE\ | 2.69K | Sep 30, 26 | +4 | 0.00% |
| FIRST HORIZON CORP | 2.51K | Sep 30, 26 | -- | 0.00% |
| Three Bridge Wealth Advisors, LLC | 2.50K | Sep 30, 26 | +2.50K | 0.00% |
| Russell Investments Group, Ltd. | 2.10K | Sep 30, 26 | +1.36K | 0.00% |
| Golden State Wealth Management, LLC | 1.90K | Sep 30, 26 | -1.15K | 0.00% |
| PRIVATE TRUST CO NA | 1.50K | Sep 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 1.38K | Sep 30, 26 | +14 | 0.00% |
| Allworth Financial LP | 1.24K | Sep 30, 26 | +301 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.22K | Sep 30, 26 | +1 | 0.00% |
| Global Retirement Partners, LLC | 1.14K | Sep 30, 26 | +888 | 0.00% |
| ASSETMARK, INC | 993 | Sep 30, 26 | +587 | 0.00% |
| MATHER GROUP, LLC. | 755 | Sep 30, 26 | +493 | 0.00% |
| Valued Wealth Advisors LLC | 723 | Sep 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 658 | Sep 30, 26 | +7 | 0.00% |
| SouthState Bank Corp | 609 | Sep 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 551 | Sep 30, 26 | +138 | 0.00% |
| GODSEY & GIBB, INC | 541 | Sep 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 380 | Sep 30, 26 | -- | 0.00% |
| Clean Yield Group | 377 | Sep 30, 26 | -- | 0.00% |
| Abound Wealth Management | 374 | Sep 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 365 | Sep 30, 26 | +4 | 0.00% |
| Blue Trust, Inc. | 333 | Sep 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 262 | Sep 30, 26 | -- | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 180 | Sep 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 177 | Sep 30, 26 | -- | 0.00% |
| Paladin Advisory Group, LLC | 175 | Sep 30, 26 | -- | 0.00% |
| Community Bank, N.A. | 170 | Sep 30, 26 | -- | 0.00% |
| Latitude Advisors, LLC | 111 | Sep 30, 26 | +111 | 0.00% |
| Spire Wealth Management | 102 | Sep 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 94 | Sep 30, 26 | -- | 0.00% |
| Navigoe, LLC | 80 | Sep 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 80 | Sep 30, 26 | -- | 0.00% |
| Avion Wealth | 70 | Sep 30, 26 | -- | 0.00% |
| Triumph Capital Management | 50 | Sep 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 44 | Sep 30, 26 | +44 | 0.00% |
| Next Level Wealth Planning, LLC | 44 | Sep 30, 26 | +44 | 0.00% |
| Carolina Wealth Advisors, LLC | 35 | Sep 30, 26 | +35 | 0.00% |
| Smartleaf Asset Management LLC | 5 | Sep 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 4 | Sep 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 3 | Sep 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 3 | Sep 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 3 | Sep 30, 26 | +3 | 0.00% |
| Quaker Wealth Management, LLC | 2 | Sep 30, 26 | -- | 0.00% |
| Archer Investment Corp | 2 | Sep 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 2 | Sep 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 1 | Sep 30, 26 | -- | 0.00% |
| Owl Creek Wealth Partners LLC | 1 | Sep 30, 26 | +1 | 0.00% |
| HOEY INVESTMENTS, INC | 1 | Sep 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1 | Sep 30, 26 | -- | 0.00% |
| Jacobi Capital Management LLC | 1 | Sep 30, 26 | +1 | 0.00% |
| Cassaday & Co Wealth Management LLC | 1 | Sep 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 1 | Sep 30, 26 | -- | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | -- | Sep 30, 26 | -8.71K | -- |
| GILL CAPITAL PARTNERS, LLC | -- | Sep 30, 26 | -2.89K | -- |
| Institute for Wealth Management, LLC. | -- | Sep 30, 26 | -835 | -- |
| MCF Advisors LLC | -- | Sep 30, 26 | -536 | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Sep 30, 26 | -188.53K | -- |
| Founders Capital Management | -- | Sep 30, 26 | -569 | -- |
| Sightline Wealth Advisors, LLC | -- | Sep 30, 26 | -61.58K | -- |
| Brooklyn FI, LLC | -- | Sep 30, 26 | -1.19K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -400 | -- |
| Apeiron RIA LLC | -- | Sep 30, 26 | -13.14K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22.45M | Jun 30, 26 | -764.30K | 32.47% |
| Sixth Street Partners Management Company, L.P. | 22.45M | Jun 30, 26 | +22.45M | 32.47% |
| AMERIPRISE FINANCIAL INC | 3.70M | Jun 30, 26 | +493.05K | 5.35% |
| WELLS FARGO & COMPANY/MN | 2.78M | Jun 30, 26 | +142.08K | 4.03% |
| MORGAN STANLEY | 2.17M | Jun 30, 26 | +104.84K | 3.13% |
| BANK OF AMERICA CORP /DE/ | 1.66M | Jun 30, 26 | -27.56K | 2.40% |
| VICTORY CAPITAL MANAGEMENT INC | 1.63M | Jun 30, 26 | -- | 2.35% |
| UBS Group AG | 676.78K | Jun 30, 26 | +100.75K | 0.98% |
| OLD MISSION CAPITAL LLC | 647.33K | Jun 30, 26 | +475.00K | 0.94% |
| Invesco Ltd. | 613.57K | Jun 30, 26 | -843.22K | 0.89% |
| ENVESTNET ASSET MANAGEMENT INC | 599.41K | Jun 30, 26 | +153.32K | 0.87% |
| OSAIC HOLDINGS, INC. | 570.13K | Jun 30, 26 | +33.57K | 0.82% |
| Axiom Financial Strategies, LLC | 507.95K | Jun 30, 26 | -4.96K | 0.73% |
| STATE OF WISCONSIN INVESTMENT BOARD | 460.43K | Jun 30, 26 | -- | 0.67% |
| CAPTRUST FINANCIAL ADVISORS | 408.55K | Jun 30, 26 | +6.83K | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 399.44K | Jun 30, 26 | +46.67K | 0.58% |
| Cetera Investment Advisers | 352.05K | Jun 30, 26 | +15.24K | 0.51% |
| GOLDMAN SACHS GROUP INC | 330.25K | Jun 30, 26 | +330.25K | 0.48% |
| MARSHALL WACE, LLP | 225.50K | Jun 30, 26 | -- | 0.33% |
| ROYAL BANK OF CANADA | 208.01K | Jun 30, 26 | +11.60K | 0.30% |
| Baird Financial Group, Inc. | 207.55K | Jun 30, 26 | -7.31K | 0.30% |
| NATIONAL BANK OF CANADA /FI/ | 175.49K | Jun 30, 26 | +362 | 0.25% |
| MAI Capital Management | 156.48K | Jun 30, 26 | +19.47K | 0.23% |
| CITADEL ADVISORS LLC | 146.11K | Jun 30, 26 | +88.97K | 0.21% |
| Advisory Services Network, LLC | 141.21K | Jun 30, 26 | -1.65K | 0.20% |
| Mariner, LLC | 140.18K | Jun 30, 26 | +35.84K | 0.20% |
| FOSTER & MOTLEY INC | 132.00K | Jun 30, 26 | -5.55K | 0.19% |
| Orion Porfolio Solutions, LLC | 108.25K | Jun 30, 26 | -10.65K | 0.16% |
| &PARTNERS | 106.55K | Jun 30, 26 | +164 | 0.15% |
| Integrated Wealth Concepts LLC | 90.06K | Jun 30, 26 | -45 | 0.13% |
| JONES FINANCIAL COMPANIES LLLP | 89.44K | Jun 30, 26 | +13.47K | 0.13% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85.41K | Jun 30, 26 | +12.11K | 0.12% |
| NewEdge Advisors, LLC | 77.14K | Jun 30, 26 | +22.75K | 0.11% |
| Waverly Advisors, LLC | 76.17K | Jun 30, 26 | -38 | 0.11% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 62.71K | Jun 30, 26 | +4.14K | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 61.68K | Jun 30, 26 | +6.51K | 0.09% |
| Sequoia Financial Advisors, LLC | 50.69K | Jun 30, 26 | -348 | 0.07% |
| Wealthfront Advisers LLC | 49.25K | Jun 30, 26 | -3.83K | 0.07% |
| Cerity Partners LLC | 42.68K | Jun 30, 26 | +4.45K | 0.06% |
| Stratos Wealth Partners, LTD. | 42.30K | Jun 30, 26 | +3.77K | 0.06% |
| JPMORGAN CHASE & CO | 39.55K | Jun 30, 26 | -1.08K | 0.06% |
| Rathbones Group PLC | 32.18K | Jun 30, 26 | -- | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 29.58K | Jun 30, 26 | +17.76K | 0.04% |
| Rockefeller Capital Management L.P. | 29.52K | Jun 30, 26 | +23 | 0.04% |
| Quantinno Capital Management LP | 27.44K | Jun 30, 26 | -3.52K | 0.04% |
| Maridea Wealth Management LLC | 26.02K | Jun 30, 26 | +1.59K | 0.04% |
| Corient Private Wealth LP | 24.91K | Jun 30, 26 | -21.68K | 0.04% |
| Focus Partners Wealth | 23.52K | Jun 30, 26 | +369 | 0.03% |
| PACIFIC FINANCIAL GROUP INC | 22.90K | Jun 30, 26 | +8.63K | 0.03% |
| IEQ CAPITAL, LLC | 22.10K | Jun 30, 26 | +2 | 0.03% |
| BlackRock, Inc. | 21.64K | Jun 30, 26 | +2.46K | 0.03% |
| MML INVESTORS SERVICES, LLC | 21.51K | Jun 30, 26 | +7.43K | 0.03% |
| Westmount Partners, LLC | 20.11K | Jun 30, 26 | -- | 0.03% |
| FIDUCIARY TRUST CO | 19.49K | Jun 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 18.62K | Jun 30, 26 | -15.22K | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 18.21K | Jun 30, 26 | +6.25K | 0.03% |
| GeoWealth Management, LLC | 13.96K | Jun 30, 26 | +5.91K | 0.02% |
| Summit Financial, LLC | 12.77K | Jun 30, 26 | +12.77K | 0.02% |
| American Trust | 12.31K | Jun 30, 26 | -28 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.06K | Jun 30, 26 | +12.06K | 0.02% |
| Sanctuary Advisors, LLC | 11.98K | Jun 30, 26 | -56.20K | 0.02% |
| Qube Research & Technologies Ltd | 11.78K | Jun 30, 26 | +11.53K | 0.02% |
| CIBC Bancorp USA Inc. | 9.51K | Jun 30, 26 | -24 | 0.01% |
| Beacon Pointe Advisors, LLC | 9.20K | Jun 30, 26 | +1.54K | 0.01% |
| TWO SIGMA SECURITIES, LLC | 9.03K | Jun 30, 26 | +9.03K | 0.01% |
| Modern Wealth Management, LLC | 7.72K | Jun 30, 26 | -208 | 0.01% |
| STIFEL FINANCIAL CORP | 7.33K | Jun 30, 26 | +7.33K | 0.01% |
| EP Wealth Advisors, LLC | 6.80K | Jun 30, 26 | +6.80K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.67K | Jun 30, 26 | -6.79K | 0.01% |
| Federation des caisses Desjardins du Quebec | 6.66K | Jun 30, 26 | -232 | 0.01% |
| Capital Analysts, LLC | 6.58K | Jun 30, 26 | +49 | 0.01% |
| WealthCollab, LLC | 2.71K | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 2.63K | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 2.49K | Jun 30, 26 | +195 | 0.00% |
| Crewe Advisors LLC | 2.26K | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 2.14K | Jun 30, 26 | +32 | 0.00% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.84K | Jun 30, 26 | -97 | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 1.82K | Jun 30, 26 | +1 | 0.00% |
| Oakmont Advisory Group, LLC | 1.51K | Jun 30, 26 | +1.51K | 0.00% |
| Ancora Advisors LLC | 1.28K | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 1.19K | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.05K | Jun 30, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 804 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 651 | Jun 30, 26 | +651 | 0.00% |
| Aptus Capital Advisors, LLC | 614 | Jun 30, 26 | +396 | 0.00% |
| Strategic Wealth Partners, Ltd. | 540 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 333 | Jun 30, 26 | +333 | 0.00% |
| Atlantic Union Bankshares Corp | 312 | Jun 30, 26 | -- | 0.00% |
| Anchor Bay Capital, Inc. | 287 | Jun 30, 26 | +287 | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 144 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 134 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 51 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 37 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 29 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 5 | Jun 30, 26 | +5 | 0.00% |
| TORONTO DOMINION BANK | 4 | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 2 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 1 | Jun 30, 26 | -- | 0.00% |
| Trailhead Planners LLC | -- | Jun 30, 26 | -12.28K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -57 | -- |
| Itau Unibanco Holding S.A. | -- | Jun 30, 26 | -3.05M | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -2 | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -12.02K | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -17.20K | -- |
| Vestmark Advisory Solutions, Inc. | -- | Jun 30, 26 | -12.90K | -- |
| Red Tortoise LLC | 27.15K | Mar 31, 26 | -976 | 0.04% |
| CWM, LLC | 8.46K | Mar 31, 26 | +2.10K | 0.01% |
| Financial Connections Group, Inc. | 548 | Mar 31, 26 | -- | 0.00% |
| ORG Partners LLC | 76.14K | Dec 31, 25 | +3.11K | 0.11% |
| CIBC Private Wealth Group LLC | 9.70K | Dec 31, 25 | +417 | 0.01% |
| COMERICA BANK | 3.84K | Dec 31, 25 | -- | 0.01% |
| Running Point Capital Advisors, LLC | 21 | Dec 31, 25 | -- | 0.00% |
| MGB Wealth Management, LLC | -- | Dec 31, 25 | -3 | -- |
| Lowe Wealth Advisors, LLC | 54.56K | Sep 30, 25 | +1.33K | 0.08% |
| Vishria Bird Financial Group, LLC | 8.13K | Sep 30, 25 | +8.13K | 0.01% |
| Kathleen S. Wright Associates Inc. | 505 | Sep 30, 25 | -- | 0.00% |
| Accredited Wealth Management, LLC | 300 | Sep 30, 25 | +99 | 0.00% |
| FSA Wealth Management LLC | 124 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 80.75K | Jun 30, 25 | -2.91K | 0.12% |
| Efficient Frontier Advisors LLC | 11.49K | Jun 30, 25 | +77 | 0.02% |
| First Horizon Advisors, Inc. | 2.51K | Jun 30, 25 | -12 | 0.00% |
| Belmont Capital, LLC | 107 | Jun 30, 25 | -- | 0.00% |
| Orion Portfolio Solutions, LLC | 217.28K | Mar 31, 25 | -27.04K | 0.31% |
| Callan Capital, LLC | 11.99K | Mar 31, 25 | -- | 0.02% |
| Sandy Spring Bank | 312 | Mar 31, 25 | -- | 0.00% |
| Wade Financial Advisory, Inc | -- | Mar 31, 25 | -11.03K | -- |
| RAYMOND JAMES & ASSOCIATES | 128.33K | Sep 30, 24 | -2.61K | 0.19% |
| Raymond James Financial Services Advisors, Inc. | 78.30K | Sep 30, 24 | +28.83K | 0.11% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -216 | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -755 | -- |
| Charles Schwab Investment Advisory, Inc. | 25.94M | Mar 31, 24 | -732.76K | 37.52% |
| Retirement Group, LLC | 2 | Mar 31, 24 | -- | 0.00% |
| WEALTHSOURCE PARTNERS, LLC | 27.77K | Dec 31, 23 | -4.01K | 0.04% |
| Bartlett & Co. LLC | 824 | Dec 31, 23 | +579 | 0.00% |
| ROTHSCHILD INVESTMENT CORP /IL | 332.24K | Sep 30, 23 | -19.73K | 0.48% |
| PFS INVESTMENTS INC. | 1.24M | Jun 30, 23 | +2.46K | 1.79% |
| Kistler-Tiffany Companies, LLC | 20.27K | Jun 30, 23 | -3.56K | 0.03% |
| TimeScale Financial, Inc. | 175 | Jun 30, 23 | -- | 0.00% |
| PIERSHALE FINANCIAL GROUP, INC. | -- | Jun 30, 23 | -31 | -- |
| Catalyst Wealth Management, LLC | 20.84K | Mar 31, 23 | -2.46K | 0.03% |
| Foresight Wealth Management, LLC | 35.62K | Dec 31, 22 | -249.43K | 0.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 2.11K | Dec 31, 22 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 510 | Dec 31, 22 | +3 | 0.00% |
| Kore Private Wealth LLC | 262.64K | Sep 30, 22 | +8.22K | 0.38% |
| 55I, LLC | 26.02K | Sep 30, 22 | +26.02K | 0.04% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2.98K | Sep 30, 22 | +2.98K | 0.00% |
| American Portfolios Advisors | 1.20K | Sep 30, 22 | +1.20K | 0.00% |
| Covington Capital Management | 874 | Sep 30, 22 | -- | 0.00% |
| MUFG Americas Holdings Corp | 1 | Sep 30, 22 | +1 | 0.00% |
| Frontier Wealth Management LLC | 119.36K | Jun 30, 22 | +119.36K | 0.17% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | -- | Mar 31, 22 | -1 | -- |
| Carroll Financial Associates, Inc. | 231.27K | Dec 31, 21 | +45.58K | 0.33% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -363 | -- |
| Alexandria Capital, LLC | 464.71K | Sep 30, 21 | +11.35K | 0.67% |
| DERBY & COMPANY, INC | 311.51K | Sep 30, 21 | +13.70K | 0.45% |
| OLD MISSION CAPITAL, LLC | 18.13K | Dec 31, 20 | +18.13K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 316.94K | Dec 31, 19 | +269.74K | 0.46% |
| Advisor Group, Inc. | 127.21K | Dec 31, 19 | -5.24K | 0.18% |
| MRA Associates USA LLC | 18.06K | Sep 30, 19 | +3.00K | 0.03% |
| BB&T SECURITIES, LLC | -- | Sep 30, 19 | -12.49K | -- |
| HL FINANCIAL SERVICES LLC | 10.79K | Mar 31, 19 | -750 | 0.02% |
| Daiwa SB Investments Ltd. | 6.21K | Mar 31, 19 | +250 | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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