State Street SPDR MSCI EAFE StrategicFactors ETF(QEFA)

$101.25—Stale · unknown old

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State Street SPDR MSCI EAFE StrategicFactors ETF(QEFA)

NYSE • Last print unknown ago

$101.25—Stale · unknown old

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QEFA(QEFA)

QEFA

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 202 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.30M	Jun 30, 26	+10.23K	12.56%
MORGAN STANLEY	1.06M	Jun 30, 26	+11.90K	10.26%
Intelligence Driven Advisers, LLC	618.50K	Jun 30, 26	+5.52K	5.96%
AMERIPRISE FINANCIAL INC	595.93K	Jun 30, 26	-406.56K	5.75%
ENVESTNET ASSET MANAGEMENT INC	466.79K	Jun 30, 26	+35.47K	4.50%
GREAT VALLEY ADVISOR GROUP, INC.	310.78K	Jun 30, 26	+21.55K	3.00%
SimpliFi, Inc.	247.90K	Jun 30, 26	+3.57K	2.39%
Private Advisor Group, LLC	229.38K	Jun 30, 26	+17.69K	2.21%
CX Institutional	219.12K	Jun 30, 26	-102.30K	2.11%
BANK OF AMERICA CORP /DE/	215.96K	Jun 30, 26	+9.77K	2.08%
KWB Wealth	156.89K	Jun 30, 26	-3.64K	1.51%
Equitable Holdings, Inc.	154.83K	Jun 30, 26	+6.73K	1.49%
Financial Guidance Group, Inc.	151.65K	Jun 30, 26	+3.50K	1.46%
Aptus Capital Advisors, LLC	151.65K	Jun 30, 26	+3.50K	1.46%
ARRIEN INVESTMENTS, INC.	149.82K	Jun 30, 26	+4.86K	1.44%
ARQ WEALTH ADVISORS, LLC	149.02K	Jun 30, 26	+11.75K	1.44%
Dynamic Advisor Solutions LLC	143.06K	Jun 30, 26	+14.60K	1.38%
JANE STREET GROUP, LLC	140.31K	Jun 30, 26	+117.89K	1.35%
FIRST HAWAIIAN BANK	136.09K	Jun 30, 26	-1.86K	1.31%
Financial Enhancement Group LLC	134.60K	Jun 30, 26	-1.19K	1.30%
Evergreen Private Wealth LLC	109.83K	Jun 30, 26	+743	1.06%
CAPTRUST FINANCIAL ADVISORS	99.29K	Jun 30, 26	+1.71K	0.96%
Brio Consultants, LLC	95.65K	Jun 30, 26	-675	0.92%
NewEdge Advisors, LLC	91.88K	Jun 30, 26	-22.17K	0.89%
COMMONWEALTH EQUITY SERVICES, LLC	91.72K	Jun 30, 26	-908	0.88%
Eagle Strategies LLC	87.50K	Jun 30, 26	-3.02K	0.84%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	75.85K	Jun 30, 26	-3.31K	0.73%
HighTower Advisors, LLC	75.37K	Jun 30, 26	-10.76K	0.73%
PALLADIEM, LLC	69.24K	Jun 30, 26	-2.37K	0.67%
MONETA GROUP INVESTMENT ADVISORS LLC	60.69K	Jun 30, 26	-3.13K	0.59%
MML INVESTORS SERVICES, LLC	60.68K	Jun 30, 26	+9.41K	0.59%
Hobart Private Capital, LLC	52.77K	Jun 30, 26	-75.59K	0.51%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	52.64K	Jun 30, 26	+3.08K	0.51%
Sage Mountain Advisors LLC	50.58K	Jun 30, 26	+1.02K	0.49%
MANNING & NAPIER ADVISORS LLC	50.10K	Jun 30, 26	+12.61K	0.48%
ROYAL BANK OF CANADA	46.80K	Jun 30, 26	+35.77K	0.45%
1620 INVESTMENT ADVISORS, INC.	43.72K	Jun 30, 26	+221	0.42%
Johnson & White Wealth Management, LLC	41.53K	Jun 30, 26	-474	0.40%
RHS Financial, LLC	39.77K	Jun 30, 26	+39.77K	0.38%
RESOLUTE WEALTH ADVISOR, INC.	37.71K	Jun 30, 26	--	0.36%
MERCER GLOBAL ADVISORS INC /ADV	37.37K	Jun 30, 26	-40	0.36%
ADAPT WEALTH ADVISORS, LLC	37.05K	Jun 30, 26	-1.73K	0.36%
STIFEL FINANCIAL CORP	35.84K	Jun 30, 26	-117	0.35%
Western Wealth Management, LLC	35.11K	Jun 30, 26	+3.37K	0.34%
CITADEL ADVISORS LLC	33.83K	Jun 30, 26	+33.83K	0.33%
IHT Wealth Management, LLC	32.65K	Jun 30, 26	+372	0.31%
NorthRock Partners, LLC	28.53K	Jun 30, 26	-683	0.28%
L & S Advisors Inc	27.50K	Jun 30, 26	+405	0.27%
21 West Wealth Management LLC	26.34K	Jun 30, 26	-188	0.25%
Betterment LLC	26.32K	Jun 30, 26	+3.26K	0.25%
Warren Street Wealth Advisors, LLC	22.15K	Jun 30, 26	+453	0.21%
BANK OF MONTREAL /CAN/	22.07K	Jun 30, 26	+4.45K	0.21%
NVWM, LLC	22.06K	Jun 30, 26	-1.03K	0.21%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	21.46K	Jun 30, 26	+18.96K	0.21%
Wealthcare Advisory Partners LLC	20.84K	Jun 30, 26	-3.67K	0.20%
Cambridge Investment Research Advisors, Inc.	20.62K	Jun 30, 26	+446	0.20%
Empowered Funds, LLC	20.56K	Jun 30, 26	+692	0.20%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	18.98K	Jun 30, 26	--	0.18%
Stanich Group LLC	18.95K	Jun 30, 26	+3.17K	0.18%
Golden State Wealth Management, LLC	16.03K	Jun 30, 26	+1.72K	0.15%
Element Wealth, LLC	15.94K	Jun 30, 26	+17	0.15%
PARK AVENUE SECURITIES LLC	15.85K	Jun 30, 26	+15.85K	0.15%
IFP Advisors, Inc	15.45K	Jun 30, 26	-347	0.15%
Cornerstone Wealth Management, LLC	15.00K	Jun 30, 26	+1.06K	0.14%
Capital Advisors, Ltd. LLC	14.58K	Jun 30, 26	+175	0.14%
RAYMOND JAMES FINANCIAL INC	14.34K	Jun 30, 26	+5.66K	0.14%
Farther Finance Advisors, LLC	14.29K	Jun 30, 26	-168	0.14%
B. Riley Wealth Advisors, Inc.	11.97K	Jun 30, 26	+199	0.12%
FLOW TRADERS U.S. LLC	11.46K	Jun 30, 26	+11.46K	0.11%
McAdam, LLC	10.23K	Jun 30, 26	-3.57K	0.10%
Cerity Partners LLC	10.08K	Jun 30, 26	+202	0.10%
Stratos Wealth Partners, LTD.	9.98K	Jun 30, 26	+356	0.10%
Cetera Investment Advisers	9.96K	Jun 30, 26	+104	0.10%
TENET WEALTH PARTNERS, LLC	8.62K	Jun 30, 26	+8.62K	0.08%
PFG Advisors	8.31K	Jun 30, 26	-5.01K	0.08%
Vise Technologies, Inc.	6.52K	Jun 30, 26	+6.52K	0.06%
AE Wealth Management LLC	6.29K	Jun 30, 26	+688	0.06%
FMR LLC	6.25K	Jun 30, 26	+733	0.06%
Creative Planning	6.12K	Jun 30, 26	-71	0.06%
Keystone Financial Group	6.03K	Jun 30, 26	+17	0.06%
Sowell Financial Services LLC	5.83K	Jun 30, 26	-521	0.06%
HRT FINANCIAL LP	5.62K	Jun 30, 26	+5.62K	0.05%
VestGen Advisors, LLC	5.58K	Jun 30, 26	--	0.05%
Investment Research Partners LLC	5.46K	Jun 30, 26	--	0.05%
Avail Investment Partners, LLC	5.46K	Jun 30, 26	--	0.05%
RED REEF ADVISORS LLC	5.06K	Jun 30, 26	+77	0.05%
Walkner Condon Financial Advisors LLC	4.76K	Jun 30, 26	-200	0.05%
January Capital Advisors LLC	4.72K	Jun 30, 26	-35	0.05%
WADDELL & ASSOCIATES, LLC	4.39K	Jun 30, 26	--	0.04%
Flagship Private Wealth, LLC	4.37K	Jun 30, 26	+263	0.04%
Mariner, LLC	4.35K	Jun 30, 26	-15.40K	0.04%
Resources Investment Advisors, LLC.	4.34K	Jun 30, 26	+4.34K	0.04%
PRIVATE TRUST CO NA	3.89K	Jun 30, 26	-5	0.04%
Opulen Financial Group LLC	3.79K	Jun 30, 26	+58	0.04%
Orgel Wealth Management, LLC	3.73K	Jun 30, 26	+211	0.04%
AQR CAPITAL MANAGEMENT LLC	3.60K	Jun 30, 26	-147	0.03%
ASSETMARK, INC	3.49K	Jun 30, 26	+73	0.03%
Valmark Advisers, Inc.	3.42K	Jun 30, 26	--	0.03%
Collaborative Wealth Managment Inc.	3.22K	Jun 30, 26	+708	0.03%
Kestra Advisory Services, LLC	3.18K	Jun 30, 26	+3.18K	0.03%
Diversify Advisory Services, LLC	3.14K	Jun 30, 26	+3.14K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	3.14K	Jun 30, 26	-1.34K	0.03%
KINGSWOOD WEALTH ADVISORS, LLC	3.12K	Jun 30, 26	+1	0.03%
Range Advisory, LLC	2.90K	Jun 30, 26	+40	0.03%
Simplicity Wealth,LLC	2.81K	Jun 30, 26	--	0.03%
ADVISOR GROUP HOLDINGS, INC.	2.80K	Jun 30, 26	-35.19K	0.03%
Envestnet Portfolio Solutions, Inc.	2.79K	Jun 30, 26	+84	0.03%
Linscomb & Williams, Inc.	2.78K	Jun 30, 26	--	0.03%
Seed Wealth Management, Inc.	2.50K	Jun 30, 26	--	0.02%
IRON Financial LLC	2.39K	Jun 30, 26	+29	0.02%
BANK OF HAWAII	2.26K	Jun 30, 26	--	0.02%
Bridgewealth Advisory Group, LLC	2.25K	Jun 30, 26	--	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	2.16K	Jun 30, 26	-1.99K	0.02%
Nuveen, LLC	2.14K	Jun 30, 26	+2.14K	0.02%
Mutual Advisors, LLC	2.13K	Jun 30, 26	+2.13K	0.02%
JPMORGAN CHASE & CO	2.09K	Jun 30, 26	+1.69K	0.02%
Princeton Global Asset Management LLC	2.02K	Jun 30, 26	--	0.02%
Geneos Wealth Management Inc.	1.11K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	1.07K	Jun 30, 26	+1.07K	0.01%
GLENMEDE TRUST CO NA	950	Jun 30, 26	--	0.01%
Larson Financial Group LLC	914	Jun 30, 26	+14	0.01%
Global Retirement Partners, LLC	855	Jun 30, 26	+855	0.01%
US BANCORP \DE\	782	Jun 30, 26	-273	0.01%
Continuum Advisory, LLC	739	Jun 30, 26	+739	0.01%
AdvisorNet Financial, Inc	698	Jun 30, 26	--	0.01%
Cape Investment Advisory, Inc.	654	Jun 30, 26	+654	0.01%
Integrated Wealth Concepts LLC	635	Jun 30, 26	+635	0.01%
NBC SECURITIES, INC.	597	Jun 30, 26	-132	0.01%
CoreCap Advisors, LLC	497	Jun 30, 26	--	0.00%
Crewe Advisors LLC	446	Jun 30, 26	+446	0.00%
SALEM INVESTMENT COUNSELORS INC	426	Jun 30, 26	--	0.00%
BlackRock, Inc.	414	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	395	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	373	Jun 30, 26	-596	0.00%
Addison Advisors LLC	355	Jun 30, 26	-845	0.00%
FIDUCIARY FINANCIAL ADVISORS	336	Jun 30, 26	+336	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	252	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	250	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	237	Jun 30, 26	-27	0.00%
Parallel Advisors, LLC	199	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	165	Jun 30, 26	+165	0.00%
Federation des caisses Desjardins du Quebec	145	Jun 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	113	Jun 30, 26	+1	0.00%
Qube Research & Technologies Ltd	92	Jun 30, 26	-36	0.00%
AlphaCore Capital LLC	85	Jun 30, 26	+1	0.00%
MCF Advisors LLC	73	Jun 30, 26	--	0.00%
Spire Wealth Management	61	Jun 30, 26	-61	0.00%
Napier Financial, LLC	61	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	50	Jun 30, 26	--	0.00%
Allworth Financial LP	39	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	29	Jun 30, 26	+2	0.00%
Financial Management Professionals, Inc.	26	Jun 30, 26	+26	0.00%
Capital Investment Advisory Services, LLC	10	Jun 30, 26	--	0.00%
American Capital Advisory, LLC	10	Jun 30, 26	--	0.00%
UBS Group AG	2	Jun 30, 26	+2	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	-199	0.00%
TopTier Wealth Management, LLC	--	Jun 30, 26	-5	--
Advisory Services Network, LLC	--	Jun 30, 26	-131	--
First Heartland Consultants, Inc.	--	Jun 30, 26	-2.81K	--
Atria Investments, Inc	--	Jun 30, 26	-2.81K	--
Strategic Wealth Partners, Ltd.	--	Jun 30, 26	-18	--
Independent Advisor Alliance	--	Jun 30, 26	-156.11K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-364	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-39.29K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-42.89K	--
CWM, LLC	78.88K	Mar 31, 26	+14.72K	0.76%
JOURNEY STRATEGIC WEALTH LLC	24.42K	Mar 31, 26	-390	0.24%
Vantage Financial Partners, LLC	3.10K	Dec 31, 25	+43	0.03%
CIBC Private Wealth Group, LLC	1.22K	Dec 31, 25	+226	0.01%
Glenmede Investment Management, LP	3.35K	Sep 30, 25	--	0.03%
Abich Financial Wealth Management LLC	87	Sep 30, 25	+87	0.00%
Pineridge Advisors LLC	51	Sep 30, 25	--	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-12	--
Financial Advocates Investment Management	--	Sep 30, 25	-2.67K	--
AVANTAX ADVISORY SERVICES, INC.	2.35K	Jun 30, 25	+2.35K	0.02%
First Horizon Advisors, Inc.	1.46K	Jun 30, 25	-52	0.01%
Centricity Wealth Management, LLC	670	Jun 30, 25	--	0.01%
Lane & Associates LLC	64.86K	Mar 31, 25	-2.07K	0.63%
Sweet Financial Partners, LLC	47.96K	Sep 30, 24	--	0.46%
Raymond James Financial Services Advisors, Inc.	3.08K	Sep 30, 24	--	0.03%
Levy Wealth Management Group, LLC	68.89K	Jun 30, 24	-4.62K	0.66%
Cetera Advisor Networks LLC	2.98K	Mar 31, 24	-10	0.03%
Retirement Group, LLC	112	Mar 31, 24	--	0.00%
Baystate Wealth Management LLC	22	Dec 31, 23	--	0.00%
SILVERHAWK ASSET MANAGEMENT, LLC	243.31K	Jun 30, 23	-31.79K	2.35%
Andesa Financial Management Inc.	125.46K	Mar 31, 23	+68.90K	1.21%
Quantitative Advantage, LLC	95.53K	Mar 31, 23	+4.34K	0.92%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	62.12K	Sep 30, 22	+2.41K	0.60%
American Portfolios Advisors	1.40K	Sep 30, 22	-40	0.01%
STRINGER ASSET MANAGEMENT, LLC	--	Sep 30, 22	-42.18K	--
BRR OpCo, LLC	--	Sep 30, 22	-3.28K	--
Frontier Wealth Management LLC	3.94K	Jun 30, 22	--	0.04%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	477.89K	Sep 30, 21	+6.80K	4.61%
Ameritas Investment Company, LLC	8.10K	Sep 30, 21	+6.17K	0.08%
ETRADE Capital Management LLC	416.45K	Sep 30, 20	+64.70K	4.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	86.14K	Dec 31, 19	+54.84K	0.83%
Advisor Group, Inc.	3.56K	Dec 31, 19	+155	0.03%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	104.09K	Sep 30, 19	+7.68K	1.00%
NEXT Financial Holdings	320	Mar 31, 19	+320	0.00%
Virtu KCG Holdings LLC	3.90K	Jun 30, 17	+370	0.04%
MSI Financial Services Inc	821	Dec 31, 16	+821	0.01%
UBS AG	--	Sep 30, 14	-100	--

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Holder

Date

Change

% Held

LPL Financial LLC

1.30M

Jun 30, 26

+10.23K

12.56%

MORGAN STANLEY

1.06M

Jun 30, 26

+11.90K

10.26%

Intelligence Driven Advisers, LLC

618.50K

Jun 30, 26

+5.52K

5.96%

AMERIPRISE FINANCIAL INC

595.93K

Jun 30, 26

-406.56K

5.75%

ENVESTNET ASSET MANAGEMENT INC

466.79K

Jun 30, 26

+35.47K

4.50%

GREAT VALLEY ADVISOR GROUP, INC.

310.78K

Jun 30, 26

+21.55K

3.00%

SimpliFi, Inc.

247.90K

Jun 30, 26

+3.57K

2.39%

Private Advisor Group, LLC

229.38K

Jun 30, 26

+17.69K

2.21%

CX Institutional

219.12K

Jun 30, 26

-102.30K

2.11%

BANK OF AMERICA CORP /DE/

215.96K

Jun 30, 26

+9.77K

2.08%

KWB Wealth

156.89K

Jun 30, 26

-3.64K

1.51%

Equitable Holdings, Inc.

154.83K

Jun 30, 26

+6.73K

1.49%

Financial Guidance Group, Inc.

151.65K

Jun 30, 26

+3.50K

1.46%

Aptus Capital Advisors, LLC

151.65K

Jun 30, 26

+3.50K

1.46%

ARRIEN INVESTMENTS, INC.

149.82K

Jun 30, 26

+4.86K

1.44%

ARQ WEALTH ADVISORS, LLC

149.02K

Jun 30, 26

+11.75K

1.44%

Dynamic Advisor Solutions LLC

143.06K

Jun 30, 26

+14.60K

1.38%

JANE STREET GROUP, LLC

140.31K

Jun 30, 26

+117.89K

1.35%

FIRST HAWAIIAN BANK

136.09K

Jun 30, 26

-1.86K

1.31%

Financial Enhancement Group LLC

134.60K

Jun 30, 26

-1.19K

1.30%

Evergreen Private Wealth LLC

109.83K

Jun 30, 26

+743

1.06%

CAPTRUST FINANCIAL ADVISORS

99.29K

Jun 30, 26

+1.71K

0.96%

Brio Consultants, LLC

95.65K

Jun 30, 26

-675

0.92%

NewEdge Advisors, LLC

91.88K

Jun 30, 26

-22.17K

0.89%

COMMONWEALTH EQUITY SERVICES, LLC

91.72K

Jun 30, 26

-908

0.88%

Eagle Strategies LLC

87.50K

Jun 30, 26

-3.02K

0.84%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

75.85K

Jun 30, 26

-3.31K

0.73%

HighTower Advisors, LLC

75.37K

Jun 30, 26

-10.76K

0.73%

PALLADIEM, LLC

69.24K

Jun 30, 26

-2.37K

0.67%

MONETA GROUP INVESTMENT ADVISORS LLC

60.69K

Jun 30, 26

-3.13K

0.59%

MML INVESTORS SERVICES, LLC

60.68K

Jun 30, 26

+9.41K

0.59%

Hobart Private Capital, LLC

52.77K

Jun 30, 26

-75.59K

0.51%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

52.64K

Jun 30, 26

+3.08K

0.51%

Sage Mountain Advisors LLC

50.58K

Jun 30, 26

+1.02K

0.49%

MANNING & NAPIER ADVISORS LLC

50.10K

Jun 30, 26

+12.61K

0.48%

ROYAL BANK OF CANADA

46.80K

Jun 30, 26

+35.77K

0.45%

1620 INVESTMENT ADVISORS, INC.

43.72K

Jun 30, 26

+221

0.42%

Johnson & White Wealth Management, LLC

41.53K

Jun 30, 26

-474

0.40%

RHS Financial, LLC

39.77K

Jun 30, 26

+39.77K

0.38%

RESOLUTE WEALTH ADVISOR, INC.

37.71K

Jun 30, 26

0.36%

MERCER GLOBAL ADVISORS INC /ADV

37.37K

Jun 30, 26

-40

0.36%

ADAPT WEALTH ADVISORS, LLC

37.05K

Jun 30, 26

-1.73K

0.36%

STIFEL FINANCIAL CORP

35.84K

Jun 30, 26

-117

0.35%

Western Wealth Management, LLC

35.11K

Jun 30, 26

+3.37K

0.34%

CITADEL ADVISORS LLC

33.83K

Jun 30, 26

+33.83K

0.33%

IHT Wealth Management, LLC

32.65K

Jun 30, 26

+372

0.31%

NorthRock Partners, LLC

28.53K

Jun 30, 26

-683

0.28%

L & S Advisors Inc

27.50K

Jun 30, 26

+405

0.27%

21 West Wealth Management LLC

26.34K

Jun 30, 26

-188

0.25%

Betterment LLC

26.32K

Jun 30, 26

+3.26K

0.25%

Warren Street Wealth Advisors, LLC

22.15K

Jun 30, 26

+453

0.21%

BANK OF MONTREAL /CAN/

22.07K

Jun 30, 26

+4.45K

0.21%

NVWM, LLC

22.06K

Jun 30, 26

-1.03K

0.21%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

21.46K

Jun 30, 26

+18.96K

0.21%

Wealthcare Advisory Partners LLC

20.84K

Jun 30, 26

-3.67K

0.20%

Cambridge Investment Research Advisors, Inc.

20.62K

Jun 30, 26

+446

0.20%

Empowered Funds, LLC

20.56K

Jun 30, 26

+692

0.20%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

18.98K

Jun 30, 26

0.18%

Stanich Group LLC

18.95K

Jun 30, 26

+3.17K

0.18%

Golden State Wealth Management, LLC

16.03K

Jun 30, 26

+1.72K

0.15%

Element Wealth, LLC

15.94K

Jun 30, 26

+17

0.15%

PARK AVENUE SECURITIES LLC

15.85K

Jun 30, 26

+15.85K

0.15%

IFP Advisors, Inc

15.45K

Jun 30, 26

-347

0.15%

Cornerstone Wealth Management, LLC

15.00K

Jun 30, 26

+1.06K

0.14%

Capital Advisors, Ltd. LLC

14.58K

Jun 30, 26

+175

0.14%

RAYMOND JAMES FINANCIAL INC

14.34K

Jun 30, 26

+5.66K

0.14%

Farther Finance Advisors, LLC

14.29K

Jun 30, 26

-168

0.14%

B. Riley Wealth Advisors, Inc.

11.97K

Jun 30, 26

+199

0.12%

FLOW TRADERS U.S. LLC

11.46K

Jun 30, 26

+11.46K

0.11%

McAdam, LLC

10.23K

Jun 30, 26

-3.57K

0.10%

Cerity Partners LLC

10.08K

Jun 30, 26

+202

0.10%

Stratos Wealth Partners, LTD.

9.98K

Jun 30, 26

+356

0.10%

Cetera Investment Advisers

9.96K

Jun 30, 26

+104

0.10%

TENET WEALTH PARTNERS, LLC

8.62K

Jun 30, 26

+8.62K

0.08%

PFG Advisors

8.31K

Jun 30, 26

-5.01K

0.08%

Vise Technologies, Inc.

6.52K

Jun 30, 26

+6.52K

0.06%

AE Wealth Management LLC

6.29K

Jun 30, 26

+688

0.06%

FMR LLC

6.25K

Jun 30, 26

+733

0.06%

Creative Planning

6.12K

Jun 30, 26

-71

0.06%

Keystone Financial Group

6.03K

Jun 30, 26

+17

0.06%

Sowell Financial Services LLC

5.83K

Jun 30, 26

-521

0.06%

HRT FINANCIAL LP

5.62K

Jun 30, 26

+5.62K

0.05%

VestGen Advisors, LLC

5.58K

Jun 30, 26

0.05%

Investment Research Partners LLC

5.46K

Jun 30, 26

0.05%

Avail Investment Partners, LLC

5.46K

Jun 30, 26

0.05%

RED REEF ADVISORS LLC

5.06K

Jun 30, 26

+77

0.05%

Walkner Condon Financial Advisors LLC

4.76K

Jun 30, 26

-200

0.05%

January Capital Advisors LLC

4.72K

Jun 30, 26

-35

0.05%

WADDELL & ASSOCIATES, LLC

4.39K

Jun 30, 26

0.04%

Flagship Private Wealth, LLC

4.37K

Jun 30, 26

+263

0.04%

Mariner, LLC

4.35K

Jun 30, 26

-15.40K

0.04%

Resources Investment Advisors, LLC.

4.34K

Jun 30, 26

+4.34K

0.04%

PRIVATE TRUST CO NA

3.89K

Jun 30, 26

-5

0.04%

Opulen Financial Group LLC

3.79K

Jun 30, 26

+58

0.04%

Orgel Wealth Management, LLC

3.73K

Jun 30, 26

+211

0.04%

AQR CAPITAL MANAGEMENT LLC

3.60K

Jun 30, 26

-147

0.03%

ASSETMARK, INC

3.49K

Jun 30, 26

+73

0.03%

Valmark Advisers, Inc.

3.42K

Jun 30, 26

0.03%

Collaborative Wealth Managment Inc.

3.22K

Jun 30, 26

+708

0.03%

Kestra Advisory Services, LLC

3.18K

Jun 30, 26

+3.18K

0.03%

Diversify Advisory Services, LLC

3.14K

Jun 30, 26

+3.14K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

3.14K

Jun 30, 26

-1.34K

0.03%

KINGSWOOD WEALTH ADVISORS, LLC

3.12K

Jun 30, 26

0.03%

Range Advisory, LLC

2.90K

Jun 30, 26

+40

0.03%

Simplicity Wealth,LLC

2.81K

Jun 30, 26

0.03%

ADVISOR GROUP HOLDINGS, INC.

2.80K

Jun 30, 26

-35.19K

0.03%

Envestnet Portfolio Solutions, Inc.

2.79K

Jun 30, 26

+84

0.03%

Linscomb & Williams, Inc.

2.78K

Jun 30, 26

0.03%

Seed Wealth Management, Inc.

2.50K

Jun 30, 26

0.02%

IRON Financial LLC

2.39K

Jun 30, 26

+29

0.02%

BANK OF HAWAII

2.26K

Jun 30, 26

0.02%

Bridgewealth Advisory Group, LLC

2.25K

Jun 30, 26

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

2.16K

Jun 30, 26

-1.99K

0.02%

Nuveen, LLC

2.14K

Jun 30, 26

+2.14K

0.02%

Mutual Advisors, LLC

2.13K

Jun 30, 26

+2.13K

0.02%

JPMORGAN CHASE & CO

2.09K

Jun 30, 26

+1.69K

0.02%

Princeton Global Asset Management LLC

2.02K

Jun 30, 26

0.02%

Geneos Wealth Management Inc.

1.11K

Jun 30, 26

0.01%

IFG Advisory, LLC

1.07K

Jun 30, 26

+1.07K

0.01%

GLENMEDE TRUST CO NA

950

Jun 30, 26

0.01%

Larson Financial Group LLC

914

Jun 30, 26

+14

0.01%

Global Retirement Partners, LLC

855

Jun 30, 26

+855

0.01%

US BANCORP \DE\

782

Jun 30, 26

-273

0.01%

Continuum Advisory, LLC

739

Jun 30, 26

+739

0.01%

AdvisorNet Financial, Inc

698

Jun 30, 26

0.01%

Cape Investment Advisory, Inc.

654

Jun 30, 26

+654

0.01%

Integrated Wealth Concepts LLC

635

Jun 30, 26

+635

0.01%

NBC SECURITIES, INC.

597

Jun 30, 26

-132

0.01%

CoreCap Advisors, LLC

497

Jun 30, 26

0.00%

Crewe Advisors LLC

446

Jun 30, 26

+446

0.00%

SALEM INVESTMENT COUNSELORS INC

426

Jun 30, 26

0.00%

BlackRock, Inc.

414

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

395

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

373

Jun 30, 26

-596

0.00%

Addison Advisors LLC

355

Jun 30, 26

-845

0.00%

FIDUCIARY FINANCIAL ADVISORS

336

Jun 30, 26

+336

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

252

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

250

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

237

Jun 30, 26

-27

0.00%

Parallel Advisors, LLC

199

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

165

Jun 30, 26

+165

0.00%

Federation des caisses Desjardins du Quebec

145

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

113

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

-36

0.00%

AlphaCore Capital LLC

Jun 30, 26

0.00%

MCF Advisors LLC

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

-61

0.00%

Napier Financial, LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

+26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

American Capital Advisory, LLC

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-199

0.00%

TopTier Wealth Management, LLC

Jun 30, 26

-5

Advisory Services Network, LLC

Jun 30, 26

-131

First Heartland Consultants, Inc.

Jun 30, 26

-2.81K

Atria Investments, Inc

Jun 30, 26

-2.81K

Strategic Wealth Partners, Ltd.

Jun 30, 26

-18

Independent Advisor Alliance

Jun 30, 26

-156.11K

Sound Income Strategies, LLC

Jun 30, 26

-364

OLD MISSION CAPITAL LLC

Jun 30, 26

-39.29K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-42.89K

CWM, LLC

78.88K

Mar 31, 26

+14.72K

0.76%

JOURNEY STRATEGIC WEALTH LLC

24.42K

Mar 31, 26

-390

0.24%

Vantage Financial Partners, LLC

3.10K

Dec 31, 25

+43

0.03%

CIBC Private Wealth Group, LLC

1.22K

Dec 31, 25

+226

0.01%

Glenmede Investment Management, LP

3.35K

Sep 30, 25

0.03%

Abich Financial Wealth Management LLC

Sep 30, 25

+87

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-12

Financial Advocates Investment Management

Sep 30, 25

-2.67K

AVANTAX ADVISORY SERVICES, INC.

2.35K

Jun 30, 25

+2.35K

0.02%

First Horizon Advisors, Inc.

1.46K

Jun 30, 25

-52

0.01%

Centricity Wealth Management, LLC

670

Jun 30, 25

0.01%

Lane & Associates LLC

64.86K

Mar 31, 25

-2.07K

0.63%

Sweet Financial Partners, LLC

47.96K

Sep 30, 24

0.46%

Raymond James Financial Services Advisors, Inc.

3.08K

Sep 30, 24

0.03%

Levy Wealth Management Group, LLC

68.89K

Jun 30, 24

-4.62K

0.66%

Cetera Advisor Networks LLC

2.98K

Mar 31, 24

-10

0.03%

Retirement Group, LLC

112

Mar 31, 24

0.00%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

SILVERHAWK ASSET MANAGEMENT, LLC

243.31K

Jun 30, 23

-31.79K

2.35%

Andesa Financial Management Inc.

125.46K

Mar 31, 23

+68.90K

1.21%

Quantitative Advantage, LLC

95.53K

Mar 31, 23

+4.34K

0.92%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

62.12K

Sep 30, 22

+2.41K

0.60%

American Portfolios Advisors

1.40K

Sep 30, 22

-40

0.01%

STRINGER ASSET MANAGEMENT, LLC

Sep 30, 22

-42.18K

BRR OpCo, LLC

Sep 30, 22

-3.28K

Frontier Wealth Management LLC

3.94K

Jun 30, 22

0.04%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

477.89K

Sep 30, 21

+6.80K

4.61%

Ameritas Investment Company, LLC

8.10K

Sep 30, 21

+6.17K

0.08%

ETRADE Capital Management LLC

416.45K

Sep 30, 20

+64.70K

4.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

86.14K

Dec 31, 19

+54.84K

0.83%

Advisor Group, Inc.

3.56K

Dec 31, 19

+155

0.03%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

104.09K

Sep 30, 19

+7.68K

1.00%

NEXT Financial Holdings

320

Mar 31, 19

+320

0.00%

Virtu KCG Holdings LLC

3.90K

Jun 30, 17

+370

0.04%

MSI Financial Services Inc

821

Dec 31, 16

+821

0.01%

UBS AG

Sep 30, 14

-100