QQEW(QQEW)
QQEW
$157.01—Stale · unknown old
NASDAQ • Last print unknown ago
$157.01—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 1.37M | Jun 30, 26 | -63.22K | 11.71% |
| WELLS FARGO & COMPANY/MN | 802.59K | Jun 30, 26 | -66.08K | 6.87% |
| LPL Financial LLC | 634.07K | Jun 30, 26 | -35.24K | 5.43% |
| RAYMOND JAMES FINANCIAL INC | 391.04K | Jun 30, 26 | -200.77K | 3.35% |
| ROYAL BANK OF CANADA | 295.08K | Jun 30, 26 | +3.23K | 2.53% |
| UBS Group AG | 270.96K | Jun 30, 26 | -2.94K | 2.32% |
| STIFEL FINANCIAL CORP | 151.67K | Jun 30, 26 | -4.71K | 1.30% |
| Kestra Advisory Services, LLC | 136.09K | Jun 30, 26 | +2.11K | 1.16% |
| Granite Bay Wealth Management, LLC | 128.49K | Jun 30, 26 | +65.63K | 1.10% |
| ADVISOR GROUP HOLDINGS, INC. | 123.27K | Jun 30, 26 | +770 | 1.06% |
| Cambridge Investment Research Advisors, Inc. | 118.53K | Jun 30, 26 | -46.58K | 1.01% |
| Gratus Wealth Advisors, LLC | 107.82K | Jun 30, 26 | +1.38K | 0.92% |
| COMMONWEALTH EQUITY SERVICES, LLC | 86.96K | Jun 30, 26 | +1.04K | 0.74% |
| BANK OF AMERICA CORP /DE/ | 86.58K | Jun 30, 26 | -1.14K | 0.74% |
| CI Private Wealth, LLC | 85.19K | Jun 30, 26 | +81.24K | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 82.79K | Jun 30, 26 | -9.95K | 0.71% |
| CX Institutional | 78.96K | Jun 30, 26 | +2.38K | 0.68% |
| New England Private Wealth Advisors LLC | 69.37K | Jun 30, 26 | +4 | 0.59% |
| Cetera Investment Advisers | 68.38K | Jun 30, 26 | -19.59K | 0.59% |
| MML INVESTORS SERVICES, LLC | 60.74K | Jun 30, 26 | +12.20K | 0.52% |
| GOLDMAN SACHS GROUP INC | 57.44K | Jun 30, 26 | -148.84K | 0.49% |
| JPMORGAN CHASE & CO | 52.83K | Jun 30, 26 | -7.70K | 0.45% |
| HighTower Advisors, LLC | 50.98K | Jun 30, 26 | -1.23K | 0.44% |
| JONES FINANCIAL COMPANIES LLLP | 50.09K | Jun 30, 26 | +689 | 0.43% |
| Frisch Financial Group, Inc. | 46.89K | Jun 30, 26 | -2.19K | 0.40% |
| PNC FINANCIAL SERVICES GROUP, INC. | 45.35K | Jun 30, 26 | -1.03K | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.76K | Jun 30, 26 | +29.27K | 0.35% |
| Davis Investment Partners, LLC | 37.94K | Jun 30, 26 | +1.94K | 0.32% |
| NTV ASSET MANAGEMENT LLC | 35.29K | Jun 30, 26 | -225 | 0.30% |
| Baird Financial Group, Inc. | 34.44K | Jun 30, 26 | -14.52K | 0.29% |
| Vestmark Advisory Solutions, Inc. | 34.17K | Jun 30, 26 | +68 | 0.29% |
| Stenger Family Office, LLC | 32.92K | Jun 30, 26 | -4.11K | 0.28% |
| AXXCESS WEALTH MANAGEMENT, LLC | 32.42K | Jun 30, 26 | +32.42K | 0.28% |
| Darwin Wealth Management, LLC | 32.42K | Jun 30, 26 | +1.24K | 0.28% |
| B. Riley Wealth Advisors, Inc. | 31.07K | Jun 30, 26 | +1.27K | 0.27% |
| Cresset Asset Management, LLC | 29.80K | Jun 30, 26 | -- | 0.26% |
| Crumly & Associates Inc. | 29.24K | Jun 30, 26 | -1.98K | 0.25% |
| Geneos Wealth Management Inc. | 27.54K | Jun 30, 26 | -1.02K | 0.24% |
| TRUIST FINANCIAL CORP | 26.73K | Jun 30, 26 | -6.69K | 0.23% |
| CHOREO, LLC | 26.08K | Jun 30, 26 | -- | 0.22% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 24.47K | Jun 30, 26 | -393 | 0.21% |
| Rockefeller Capital Management L.P. | 23.43K | Jun 30, 26 | -3.13K | 0.20% |
| COZAD ASSET MANAGEMENT INC | 23.15K | Jun 30, 26 | -753 | 0.20% |
| Clear Creek Financial Management, LLC | 22.20K | Jun 30, 26 | -919 | 0.19% |
| Vise Technologies, Inc. | 21.56K | Jun 30, 26 | +21.56K | 0.18% |
| D.A. DAVIDSON & CO. | 21.46K | Jun 30, 26 | +73 | 0.18% |
| BIP Wealth, LLC | 20.39K | Jun 30, 26 | -86.83K | 0.17% |
| Integrated Wealth Concepts LLC | 20.05K | Jun 30, 26 | +411 | 0.17% |
| NewEdge Advisors, LLC | 19.98K | Jun 30, 26 | -318 | 0.17% |
| INDEPENDENT FINANCIAL GROUP, LLC | 19.47K | Jun 30, 26 | -753 | 0.17% |
| Spire Wealth Management | 19.34K | Jun 30, 26 | -- | 0.17% |
| DAVENPORT & Co LLC | 19.17K | Jun 30, 26 | +300 | 0.16% |
| Private Advisor Group, LLC | 18.44K | Jun 30, 26 | +2.20K | 0.16% |
| Sound Financial Strategies Group, LLC | 18.44K | Jun 30, 26 | -148 | 0.16% |
| Prospera Financial Services Inc | 18.30K | Jun 30, 26 | -5.05K | 0.16% |
| Sowell Financial Services LLC | 18.00K | Jun 30, 26 | +260 | 0.15% |
| Stratos Wealth Partners, LTD. | 17.23K | Jun 30, 26 | +591 | 0.15% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.23K | Jun 30, 26 | -41 | 0.15% |
| Baker Avenue Asset Management, LP | 16.13K | Jun 30, 26 | -1.22K | 0.14% |
| Arkadios Wealth Advisors | 16.04K | Jun 30, 26 | -866 | 0.14% |
| CITIGROUP INC | 13.90K | Jun 30, 26 | -4.55K | 0.12% |
| Moors & Cabot, Inc. | 13.63K | Jun 30, 26 | +882 | 0.12% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.59K | Jun 30, 26 | -2.07K | 0.12% |
| STEPHENS INC /AR/ | 13.03K | Jun 30, 26 | -- | 0.11% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 12.62K | Jun 30, 26 | -273 | 0.11% |
| Bawa N Mallick Trust | 12.00K | Jun 30, 26 | +2.00K | 0.10% |
| WealthBridge Capital Management, LLC | 11.74K | Jun 30, 26 | -920 | 0.10% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 11.64K | Jun 30, 26 | +1.27K | 0.10% |
| AE Wealth Management LLC | 11.43K | Jun 30, 26 | +4.68K | 0.10% |
| Gateway Wealth Partners, LLC | 11.32K | Jun 30, 26 | -11.24K | 0.10% |
| CARY STREET PARTNERS FINANCIAL LLC | 11.08K | Jun 30, 26 | +195 | 0.09% |
| SCOTIA CAPITAL INC. | 10.65K | Jun 30, 26 | -560 | 0.09% |
| Beacon Pointe Advisors, LLC | 10.39K | Jun 30, 26 | -2.47K | 0.09% |
| Atlas Private Wealth Advisors | 10.09K | Jun 30, 26 | -2.26K | 0.09% |
| BURKE & HERBERT BANK & TRUST CO | 9.92K | Jun 30, 26 | -160 | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.64K | Jun 30, 26 | +143 | 0.08% |
| IFS Group,LLC | 9.48K | Jun 30, 26 | +943 | 0.08% |
| Kachkovsky & Fisher, Inc. | 9.41K | Jun 30, 26 | +9.41K | 0.08% |
| Procyon Advisors, LLC | 9.04K | Jun 30, 26 | +470 | 0.08% |
| Sachetta, LLC | 8.84K | Jun 30, 26 | -977 | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 8.70K | Jun 30, 26 | -49.70K | 0.07% |
| Zullo Investment Group, Inc. | 8.65K | Jun 30, 26 | -- | 0.07% |
| HRT FINANCIAL LP | 8.55K | Jun 30, 26 | +1.81K | 0.07% |
| XTX Topco Ltd | 8.28K | Jun 30, 26 | +6.59K | 0.07% |
| PARK NATIONAL CORP /OH/ | 8.03K | Jun 30, 26 | -372 | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.89K | Jun 30, 26 | +460 | 0.07% |
| NOVEM GROUP | 7.50K | Jun 30, 26 | +3.50K | 0.06% |
| CITADEL ADVISORS LLC | 7.18K | Jun 30, 26 | -6.78K | 0.06% |
| Foundations Investment Advisors, LLC | 7.04K | Jun 30, 26 | -21 | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.93K | Jun 30, 26 | -1.24K | 0.06% |
| Luken Investment Analytics, LLC | 6.92K | Jun 30, 26 | +27 | 0.06% |
| Janney Montgomery Scott LLC | 6.91K | Jun 30, 26 | +892 | 0.06% |
| Mount Yale Investment Advisors, LLC | 6.90K | Jun 30, 26 | +68 | 0.06% |
| Capital Advisors, Ltd. LLC | 6.88K | Jun 30, 26 | +1.00K | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.83K | Jun 30, 26 | -194 | 0.06% |
| Plotkin Financial Advisors, LLC | 6.75K | Jun 30, 26 | -8 | 0.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 6.57K | Jun 30, 26 | -- | 0.06% |
| Equitable Holdings, Inc. | 6.51K | Jun 30, 26 | -1.24K | 0.06% |
| Steward Partners Investment Advisory, LLC | 6.50K | Jun 30, 26 | -109 | 0.06% |
| Dana Investment Advisors, Inc. | 6.13K | Jun 30, 26 | -824 | 0.05% |
| BENJAMIN EDWARDS INC | 5.99K | Jun 30, 26 | -- | 0.05% |
| 360 Financial, Inc. | 5.85K | Jun 30, 26 | -- | 0.05% |
| Bank of New York Mellon Corp | 5.79K | Jun 30, 26 | -1 | 0.05% |
| Kovack Advisors, Inc. | 5.79K | Jun 30, 26 | -110 | 0.05% |
| Ausdal Financial Partners, Inc. | 5.78K | Jun 30, 26 | -646 | 0.05% |
| Wealthfront Advisers LLC | 5.62K | Jun 30, 26 | -529 | 0.05% |
| Purus Wealth Management, LLC | 5.30K | Jun 30, 26 | -1.32K | 0.05% |
| FIFTH THIRD BANCORP | 5.16K | Jun 30, 26 | -- | 0.04% |
| PRESILIUM PRIVATE WEALTH, LLC | 5.10K | Jun 30, 26 | +5.10K | 0.04% |
| Cerity Partners LLC | 5.07K | Jun 30, 26 | +3.16K | 0.04% |
| Clark Capital Management Group, Inc. | 4.98K | Jun 30, 26 | +2.97K | 0.04% |
| FLOW TRADERS U.S. LLC | 4.96K | Jun 30, 26 | -3.51K | 0.04% |
| Indivisible Partners | 4.92K | Jun 30, 26 | -39 | 0.04% |
| BARRETT & COMPANY, INC. | 4.92K | Jun 30, 26 | -375 | 0.04% |
| Atria Investments, Inc | 4.86K | Jun 30, 26 | -281 | 0.04% |
| Aft, Forsyth & Sober, LLC | 4.63K | Jun 30, 26 | -- | 0.04% |
| AMERIPRISE FINANCIAL INC | 4.61K | Jun 30, 26 | +4.61K | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.29K | Jun 30, 26 | +290 | 0.04% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 4.22K | Jun 30, 26 | -268 | 0.04% |
| Juno Financial Group LLC | 4.22K | Jun 30, 26 | -124 | 0.04% |
| Pensionmark Financial Group, LLC | 4.19K | Jun 30, 26 | -- | 0.04% |
| Merit Financial Group, LLC | 3.98K | Jun 30, 26 | -- | 0.03% |
| Castle Rock Wealth Management, LLC | 3.95K | Jun 30, 26 | -- | 0.03% |
| Keystone Wealth Services, LLC | 3.94K | Jun 30, 26 | -- | 0.03% |
| Resources Investment Advisors, LLC. | 3.84K | Jun 30, 26 | -- | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 3.84K | Jun 30, 26 | +1.16K | 0.03% |
| Quantinno Capital Management LP | 3.78K | Jun 30, 26 | -4 | 0.03% |
| SAGESPRING WEALTH PARTNERS, LLC | 3.74K | Jun 30, 26 | -17 | 0.03% |
| HARBOUR INVESTMENTS, INC. | 3.71K | Jun 30, 26 | -1.25K | 0.03% |
| Pathstone Holdings, LLC | 3.70K | Jun 30, 26 | -- | 0.03% |
| Per Stirling Capital Management, LLC. | 3.66K | Jun 30, 26 | -1.02K | 0.03% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.46K | Jun 30, 26 | +23 | 0.03% |
| PARK AVENUE SECURITIES LLC | 3.38K | Jun 30, 26 | -151 | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.34K | Jun 30, 26 | -475 | 0.03% |
| FMR LLC | 3.29K | Jun 30, 26 | +102 | 0.03% |
| tru Independence LLC | 3.23K | Jun 30, 26 | -23 | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3.21K | Jun 30, 26 | -88 | 0.03% |
| Cornerstone Wealth Management, LLC | 3.18K | Jun 30, 26 | -89 | 0.03% |
| Founders Financial Alliance, LLC | 3.14K | Jun 30, 26 | -453 | 0.03% |
| Summit Financial, LLC | 3.13K | Jun 30, 26 | +9 | 0.03% |
| US BANCORP \DE\ | 3.13K | Jun 30, 26 | -84 | 0.03% |
| Clear Harbor Asset Management, LLC | 3.10K | Jun 30, 26 | +3.10K | 0.03% |
| Mariner, LLC | 3.07K | Jun 30, 26 | -4.80K | 0.03% |
| Advisory Services Network, LLC | 3.02K | Jun 30, 26 | -161 | 0.03% |
| GenWealth Group, Inc. | 3.01K | Jun 30, 26 | -- | 0.03% |
| Institute for Wealth Management, LLC. | 2.96K | Jun 30, 26 | -- | 0.03% |
| Ameritas Advisory Services, LLC | 2.95K | Jun 30, 26 | +2.95K | 0.03% |
| Kingsview Wealth Management, LLC | 2.89K | Jun 30, 26 | +1.18K | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.85K | Jun 30, 26 | -- | 0.02% |
| MONEY CONCEPTS CAPITAL CORP | 2.82K | Jun 30, 26 | -- | 0.02% |
| Verdence Capital Advisors LLC | 2.82K | Jun 30, 26 | -- | 0.02% |
| Robertson Stephens Wealth Management, LLC | 2.77K | Jun 30, 26 | -- | 0.02% |
| Apollon Financial, LLC | 2.67K | Jun 30, 26 | -- | 0.02% |
| Runnymede Capital Advisors, Inc. | 2.63K | Jun 30, 26 | -635 | 0.02% |
| Tower Research Capital LLC (TRC) | 2.61K | Jun 30, 26 | +1.80K | 0.02% |
| CEERA INVESTMENTS, LLC | 2.60K | Jun 30, 26 | -- | 0.02% |
| WHITTIER TRUST CO | 2.50K | Jun 30, 26 | -- | 0.02% |
| Beck Bode, LLC | 2.47K | Jun 30, 26 | -- | 0.02% |
| Colony Group, LLC | 2.46K | Jun 30, 26 | +37 | 0.02% |
| Kraft, Davis & Associates, LLC | 2.45K | Jun 30, 26 | -1.05K | 0.02% |
| Snowden Capital Advisors LLC | 2.41K | Jun 30, 26 | -689 | 0.02% |
| JANE STREET GROUP, LLC | 2.34K | Jun 30, 26 | -13.48K | 0.02% |
| Perissos Private Wealth Management, LLC | 2.33K | Jun 30, 26 | +635 | 0.02% |
| Operose Advisors LLC | 2.33K | Jun 30, 26 | -- | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 2.29K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 2.25K | Jun 30, 26 | -753 | 0.02% |
| Proactive Wealth Strategies LLC | 2.19K | Jun 30, 26 | -402 | 0.02% |
| Peterson Wealth Advisors, LLC | 2.19K | Jun 30, 26 | -- | 0.02% |
| Glassman Wealth Services | 2.19K | Jun 30, 26 | -- | 0.02% |
| TruNorth Capital Management, LLC | 2.16K | Jun 30, 26 | +2.16K | 0.02% |
| McGuire Investment Group, LLC | 2.15K | Jun 30, 26 | -- | 0.02% |
| Pine Valley Investments Ltd Liability Co | 2.11K | Jun 30, 26 | +1 | 0.02% |
| PGIM Custom Harvest LLC | 2.07K | Jun 30, 26 | +2.07K | 0.02% |
| Valmark Advisers, Inc. | 2.06K | Jun 30, 26 | +19 | 0.02% |
| Sequent Planning LLC | 2.02K | Jun 30, 26 | -675 | 0.02% |
| Western Wealth Management, LLC | 2.01K | Jun 30, 26 | -- | 0.02% |
| PRINCIPAL SECURITIES, INC. | 2.00K | Jun 30, 26 | -217 | 0.02% |
| J.W. COLE ADVISORS, INC. | 1.94K | Jun 30, 26 | +1.94K | 0.02% |
| SMITH, MOORE & CO. | 1.89K | Jun 30, 26 | +14 | 0.02% |
| IHT Wealth Management, LLC | 1.87K | Jun 30, 26 | +12 | 0.02% |
| KMG FIDUCIARY PARTNERS, LLC | 1.86K | Jun 30, 26 | -- | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.85K | Jun 30, 26 | +1.85K | 0.02% |
| Rede Wealth, LLC | 1.78K | Jun 30, 26 | -385 | 0.02% |
| Mullooly Asset Management, Inc. | 1.78K | Jun 30, 26 | -451 | 0.02% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.76K | Jun 30, 26 | +1.76K | 0.02% |
| Valeo Financial Advisors, LLC | 1.75K | Jun 30, 26 | -- | 0.01% |
| Waverly Advisors, LLC | 1.72K | Jun 30, 26 | -- | 0.01% |
| Payne Capital Management, LLC | 1.70K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 1.66K | Jun 30, 26 | +640 | 0.01% |
| PRIVATE TRUST CO NA | 1.65K | Jun 30, 26 | -198 | 0.01% |
| Cyndeo Wealth Partners, LLC | 1.59K | Jun 30, 26 | -- | 0.01% |
| SUMMIT WEALTH GROUP LLC / CO | 1.57K | Jun 30, 26 | +1.57K | 0.01% |
| Morton Capital Management LLC/CA | 1.54K | Jun 30, 26 | +1.54K | 0.01% |
| Argent Trust Co | 1.50K | Jun 30, 26 | +1.50K | 0.01% |
| Creative Planning | 1.49K | Jun 30, 26 | -1.25K | 0.01% |
| Berkshire Bank | 1.47K | Jun 30, 26 | +1.47K | 0.01% |
| HB Wealth Management, LLC | 1.46K | Jun 30, 26 | +1.46K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 1.46K | Jun 30, 26 | -129 | 0.01% |
| HighPoint Advisor Group LLC | 1.43K | Jun 30, 26 | +1.43K | 0.01% |
| Focus Financial Network, Inc. | 1.42K | Jun 30, 26 | +1.42K | 0.01% |
| Garrett Wealth Advisory Group, LLC | 1.41K | Jun 30, 26 | -226 | 0.01% |
| Bouchey Financial Group Ltd | 1.41K | Jun 30, 26 | +1.41K | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 1.40K | Jun 30, 26 | +1.40K | 0.01% |
| HANCOCK WHITNEY CORP | 1.40K | Jun 30, 26 | +1.40K | 0.01% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 1.37K | Jun 30, 26 | +1.37K | 0.01% |
| Global Retirement Partners, LLC | 1.25K | Jun 30, 26 | +1.25K | 0.01% |
| TRUST CO OF TOLEDO NA /OH/ | 1.16K | Jun 30, 26 | -- | 0.01% |
| Manchester Capital Management LLC | 1.10K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 1.06K | Jun 30, 26 | -226 | 0.01% |
| NBC SECURITIES, INC. | 1.05K | Jun 30, 26 | -54 | 0.01% |
| SIGNATUREFD, LLC | 1.02K | Jun 30, 26 | +19 | 0.01% |
| Parkside Financial Bank & Trust | 1.00K | Jun 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 975 | Jun 30, 26 | -9 | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 876 | Jun 30, 26 | -- | 0.01% |
| PITTENGER & ANDERSON INC | 865 | Jun 30, 26 | -- | 0.01% |
| WEBSTER BANK, N. A. | 818 | Jun 30, 26 | +818 | 0.01% |
| BlackRock, Inc. | 803 | Jun 30, 26 | -278 | 0.01% |
| IFG Advisory, LLC | 731 | Jun 30, 26 | +731 | 0.01% |
| Parallel Advisors, LLC | 691 | Jun 30, 26 | -126 | 0.01% |
| Allworth Financial LP | 590 | Jun 30, 26 | -298 | 0.01% |
| Synergy Investment Management, LLC | 553 | Jun 30, 26 | -- | 0.00% |
| Guardian Partners Inc. | 550 | Jun 30, 26 | +550 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 550 | Jun 30, 26 | -- | 0.00% |
| Hughes Financial Services, LLC | 543 | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 493 | Jun 30, 26 | +408 | 0.00% |
| Larson Financial Group LLC | 410 | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 405 | Jun 30, 26 | -- | 0.00% |
| Innovative Asset Advisors Group, LLC | 382 | Jun 30, 26 | -50 | 0.00% |
| Nova Wealth Management, Inc. | 360 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 345 | Jun 30, 26 | -- | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 321 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 303 | Jun 30, 26 | -54 | 0.00% |
| REAP Financial Group, LLC | 302 | Jun 30, 26 | -153 | 0.00% |
| BOKF, NA | 300 | Jun 30, 26 | +300 | 0.00% |
| Clearstead Advisors, LLC | 300 | Jun 30, 26 | -399 | 0.00% |
| Plante Moran Financial Advisors, LLC | 286 | Jun 30, 26 | +286 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 272 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 233 | Jun 30, 26 | -- | 0.00% |
| POM Investment Strategies, LLC | 229 | Jun 30, 26 | +160 | 0.00% |
| Avalon Trust Co | 225 | Jun 30, 26 | -- | 0.00% |
| MTM Investment Management, LLC | 225 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 218 | Jun 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 160 | Jun 30, 26 | -- | 0.00% |
| Morton Brown Family Wealth, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 139 | Jun 30, 26 | -- | 0.00% |
| Hyposwiss Advisors SA | 136 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 131 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 127 | Jun 30, 26 | -1 | 0.00% |
| Newbridge Financial Services Group, Inc. | 108 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 90 | Jun 30, 26 | -- | 0.00% |
| Measured Wealth Private Client Group, LLC | 88 | Jun 30, 26 | -5 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 87 | Jun 30, 26 | +87 | 0.00% |
| Kingdom Financial Group LLC. | 78 | Jun 30, 26 | -7 | 0.00% |
| N.E.W. Advisory Services LLC | 76 | Jun 30, 26 | -- | 0.00% |
| Strive Financial Group ,LLC | 59 | Jun 30, 26 | -- | 0.00% |
| DiNuzzo Private Wealth, Inc. | 58 | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 58 | Jun 30, 26 | +58 | 0.00% |
| Glen Eagle Advisors, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 54 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 40 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 40 | Jun 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 35 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 26 | Jun 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 16 | Jun 30, 26 | +16 | 0.00% |
| ALBION FINANCIAL GROUP /UT | 12 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 5 | Jun 30, 26 | -- | 0.00% |
| Virtus Wealth Solutions LLC | -- | Jun 30, 26 | -51.38K | -- |
| NORTHERN TRUST CORP | -- | Jun 30, 26 | -2.57K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -50 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -36.09K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -81.02K | -- |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | -- | Jun 30, 26 | -34.88K | -- |
| Whipplewood Advisors, LLC | -- | Jun 30, 26 | -500 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -91 | -- |
| Hershey Financial Advisers, LLC | -- | Jun 30, 26 | -12.70K | -- |
| StoneX Group Inc. | -- | Jun 30, 26 | -1.73K | -- |
| POTENTIA WEALTH | -- | Jun 30, 26 | -2.73K | -- |
| Richard W. Paul & Associates, LLC | -- | Jun 30, 26 | -8.17K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -286 | -- |
| Main Street Group, LTD | -- | Jun 30, 26 | -185 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -318 | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Jun 30, 26 | -2.33K | -- |
| Sunbelt Securities, Inc. | 2.52K | Mar 31, 26 | -25 | 0.02% |
| CWM, LLC | 2.08K | Mar 31, 26 | +80 | 0.02% |
| McIlrath & Eck, LLC | 1.45K | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 5.24K | Dec 31, 25 | -531 | 0.04% |
| AIFG Consultants Ltd. | 3.73K | Dec 31, 25 | -1.36K | 0.03% |
| CIBC Private Wealth Group, LLC | 571 | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | 286 | Dec 31, 25 | -- | 0.00% |
| Motiv8 Investments LLC | 11 | Dec 31, 25 | +11 | 0.00% |
| Hemington Wealth Management | 194 | Sep 30, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -6.21K | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -1.98K | -- |
| Good Life Advisors, LLC | 129.14K | Jun 30, 25 | +3.75K | 1.11% |
| Elios Financial Group Inc. | 44.24K | Jun 30, 25 | -1.52K | 0.38% |
| AVANTAX ADVISORY SERVICES, INC. | 14.70K | Jun 30, 25 | -3.77K | 0.13% |
| Tyler-Stone Wealth Management | 8.11K | Jun 30, 25 | +6 | 0.07% |
| Northeast Financial Consultants Inc | 3.15K | Jun 30, 25 | -- | 0.03% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -8.49K | -- |
| WINTRUST INVESTMENTS LLC | 3.12K | Dec 31, 24 | -130 | 0.03% |
| WMS Partners, LLC | 2.32K | Dec 31, 24 | +2.32K | 0.02% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -5.73K | -- |
| RAYMOND JAMES & ASSOCIATES | 782.16K | Sep 30, 24 | -560 | 6.69% |
| Raymond James Financial Services Advisors, Inc. | 158.31K | Sep 30, 24 | -45.92K | 1.35% |
| Axiom Advisory, LLC | 35.20K | Sep 30, 24 | +550 | 0.30% |
| RAYMOND JAMES TRUST N.A. | 21.78K | Sep 30, 24 | -352 | 0.19% |
| GUARDIAN CAPITAL ADVISORS LP | 2.05K | Sep 30, 24 | -- | 0.02% |
| FinTrust Capital Advisors, LLC | 179 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 12.44K | Jun 30, 24 | -236 | 0.11% |
| BlackRock Inc. | 800 | Jun 30, 24 | -- | 0.01% |
| ICA Group Wealth Management, LLC | 85 | Jun 30, 24 | -857 | 0.00% |
| Cetera Advisor Networks LLC | 50.43K | Mar 31, 24 | +15.05K | 0.43% |
| SUMMIT FINANCIAL GROUP, INC. | 14.18K | Mar 31, 24 | -52 | 0.12% |
| Cetera Advisors LLC | 13.92K | Mar 31, 24 | +8.32K | 0.12% |
| Baystate Wealth Management LLC | -- | Dec 31, 23 | -74 | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 218.25K | Sep 30, 23 | -72.61K | 1.87% |
| PATHSTONE FAMILY OFFICE, LLC | 3.90K | Sep 30, 23 | +3.90K | 0.03% |
| Sutton Wealth Advisors Inc. | 634 | Sep 30, 23 | -- | 0.01% |
| Column Capital Advisors, LLC | 416 | Sep 30, 23 | -- | 0.00% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -6.47K | -- |
| BMS Financial Advisors, LLC | 96.98K | Jun 30, 23 | +96.98K | 0.83% |
| BDO Wealth Advisors, LLC | 37.35K | Jun 30, 23 | -89 | 0.32% |
| Veritable, L.P. | 3.70K | Jun 30, 23 | -- | 0.03% |
| PIERSHALE FINANCIAL GROUP, INC. | 50 | Jun 30, 23 | -- | 0.00% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16.13K | Sep 30, 22 | -24.55K | 0.14% |
| American Portfolios Advisors | 360 | Sep 30, 22 | +360 | 0.00% |
| MUFG Americas Holdings Corp | 317 | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 70 | Sep 30, 22 | +70 | 0.00% |
| Strategic Asset Management, LLC | 49 | Sep 30, 22 | -- | 0.00% |
| BREWIN DOLPHIN LTD | 2.80K | Jun 30, 22 | -- | 0.02% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | -- | Mar 31, 22 | -1.70K | -- |
| Carroll Financial Associates, Inc. | 50 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -396 | -- |
| Ameritas Investment Company, LLC | 6.23K | Sep 30, 21 | +4.42K | 0.05% |
| Homrich & Berg | 1.90K | Sep 30, 21 | -- | 0.02% |
| Hoover Financial Advisors, Inc. | 442 | Jun 30, 21 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 9.78K | Sep 30, 20 | -4.03K | 0.08% |
| TRUEWEALTH LLC | 50 | Jun 30, 20 | +50 | 0.00% |
| Advisor Group, Inc. | 36.25K | Dec 31, 19 | +30.42K | 0.31% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 26.46K | Dec 31, 19 | +13.27K | 0.23% |
| BB&T SECURITIES, LLC | 346.76K | Sep 30, 19 | +30.16K | 2.97% |
| SUNTRUST BANKS INC | 34.73K | Sep 30, 19 | +408 | 0.30% |
| HL FINANCIAL SERVICES LLC | 54.16K | Mar 31, 19 | -7.72K | 0.46% |
| BB&T INVESTMENT SERVICES, INC. | 24 | Dec 31, 17 | +24 | 0.00% |
| RAY GERALD L & ASSOCIATES LTD | 3.70K | Sep 30, 17 | +3.70K | 0.03% |
| Commonwealth Equity Services, Inc | 80.09K | Jun 30, 17 | -1.09K | 0.69% |
| WFG Advisors, LP | 1.41K | Jun 30, 17 | +2 | 0.01% |
| MSI Financial Services Inc | 11.48K | Dec 31, 16 | +9.77K | 0.10% |
| Aft, Forsyth & Sober, LLC | 5.76K | Dec 31, 16 | -- | 0.05% |
| WESTPORT RESOURCES MANAGEMENT INC | 16.93K | Sep 30, 16 | -500 | 0.14% |
| J.P. Turner & Co Capital Mnagement, LLC | 8.29K | Sep 30, 15 | +8.29K | 0.07% |
| SOUTH GEORGIA CAPITAL, LLC | 420 | Sep 30, 15 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 981 | Jun 30, 15 | +13 | 0.01% |
| UBS AG | 447.96K | Sep 30, 14 | -11.57K | 3.83% |
| STIFEL NICOLAUS & CO INC \MO\ | 156.28K | Sep 30, 13 | +121.30K | 1.34% |
| First Allied Securities, Inc. | 483 | Jun 30, 12 | -13.30K | 0.00% |