First Trust Nasdaq-100 Select Equal Weight ETF(QQEW)

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First Trust Nasdaq-100 Select Equal Weight ETF(QQEW)

NASDAQ

$151.03—

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QQEW(QQEW)

QQEW

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Institutional Ownership

Top 340 Institutional Holders

Holder	Shares	Date	Change	% Held
Gratus Wealth Advisors, LLC	107.82K	Jun 30, 26	+1.38K	0.91%
CX Institutional	78.96K	Jun 30, 26	+2.38K	0.67%
Stenger Family Office, LLC	32.92K	Jun 30, 26	-4.11K	0.28%
Darwin Wealth Management, LLC	32.42K	Jun 30, 26	+1.24K	0.27%
B. Riley Wealth Advisors, Inc.	31.07K	Jun 30, 26	+1.27K	0.26%
Crumly & Associates Inc.	29.24K	Jun 30, 26	-1.98K	0.25%
D.A. DAVIDSON & CO.	21.46K	Jun 30, 26	+73	0.18%
INDEPENDENT FINANCIAL GROUP, LLC	19.47K	Jun 30, 26	-753	0.16%
Spire Wealth Management	19.34K	Jun 30, 26	--	0.16%
DAVENPORT & Co LLC	19.17K	Jun 30, 26	+300	0.16%
Prospera Financial Services Inc	18.30K	Jun 30, 26	-5.05K	0.15%
Sowell Financial Services LLC	18.00K	Jun 30, 26	+260	0.15%
WealthBridge Capital Management, LLC	11.74K	Jun 30, 26	-920	0.10%
CARY STREET PARTNERS FINANCIAL LLC	11.08K	Jun 30, 26	+195	0.09%
Procyon Advisors, LLC	9.04K	Jun 30, 26	+470	0.08%
Sachetta, LLC	8.84K	Jun 30, 26	-977	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%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.93K	Jun 30, 26	-1.24K	0.06%
Capital Advisors, Ltd. LLC	6.88K	Jun 30, 26	+1.00K	0.06%
BENJAMIN EDWARDS INC	5.99K	Jun 30, 26	--	0.05%
Purus Wealth Management, LLC	5.30K	Jun 30, 26	-1.32K	0.04%
PRESILIUM PRIVATE WEALTH, LLC	5.10K	Jun 30, 26	+5.10K	0.04%
BARRETT & COMPANY, INC.	4.92K	Jun 30, 26	-375	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%
PARK AVENUE SECURITIES LLC	3.38K	Jun 30, 26	-151	0.03%
Cornerstone Wealth Management, LLC	3.18K	Jun 30, 26	-89	0.03%
GenWealth Group, Inc.	3.01K	Jun 30, 26	--	0.03%
HARBOR INVESTMENT ADVISORY, LLC	2.85K	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%
Kraft, Davis & Associates, LLC	2.45K	Jun 30, 26	-1.05K	0.02%
Farther Finance Advisors, LLC	2.25K	Jun 30, 26	-753	0.02%
TruNorth Capital Management, LLC	2.16K	Jun 30, 26	+2.16K	0.02%
Pine Valley Investments Ltd Liability Co	2.11K	Jun 30, 26	+1	0.02%
J.W. COLE ADVISORS, INC.	1.94K	Jun 30, 26	+1.94K	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%
Valeo Financial Advisors, LLC	1.75K	Jun 30, 26	--	0.01%
Cyndeo Wealth Partners, LLC	1.59K	Jun 30, 26	--	0.01%
Morton Capital Management LLC/CA	1.54K	Jun 30, 26	+1.54K	0.01%
Berkshire Bank	1.47K	Jun 30, 26	+1.47K	0.01%
Focus Financial Network, Inc.	1.42K	Jun 30, 26	+1.42K	0.01%
TRUST CO OF TOLEDO NA /OH/	1.16K	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%
CoreCap Advisors, LLC	975	Jun 30, 26	-9	0.01%
WEBSTER BANK, N. A.	818	Jun 30, 26	+818	0.01%
Hughes Financial Services, LLC	543	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	360	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	321	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%
Financial Management Professionals, Inc.	58	Jun 30, 26	+58	0.00%
DiNuzzo Private Wealth, Inc.	58	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	54	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	40	Jun 30, 26	--	0.00%
Financial Life Planners	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%
ALBION FINANCIAL GROUP /UT	12	Jun 30, 26	--	0.00%
Main Street Group, LTD	--	Jun 30, 26	-185	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-50	--
Sound Income Strategies, LLC	--	Jun 30, 26	-318	--
SHAKESPEARE WEALTH MANAGEMENT, INC.	--	Jun 30, 26	-34.88K	--
Virtus Wealth Solutions LLC	--	Jun 30, 26	-51.38K	--
MORGAN STANLEY	1.43M	Mar 31, 26	-81.50K	12.10%
WELLS FARGO & COMPANY/MN	868.67K	Mar 31, 26	-203.97K	7.34%
LPL Financial LLC	669.31K	Mar 31, 26	-18.30K	5.66%
RAYMOND JAMES FINANCIAL INC	591.81K	Mar 31, 26	-136.91K	5.00%
ROYAL BANK OF CANADA	291.85K	Mar 31, 26	-33.52K	2.47%
UBS Group AG	273.90K	Mar 31, 26	+5.03K	2.31%
GOLDMAN SACHS GROUP INC	206.29K	Mar 31, 26	+26.39K	1.74%
Cambridge Investment Research Advisors, Inc.	165.11K	Mar 31, 26	-11.98K	1.40%
STIFEL FINANCIAL CORP	156.38K	Mar 31, 26	-33.81K	1.32%
Kestra Advisory Services, LLC	133.97K	Mar 31, 26	+4.37K	1.13%
ADVISOR GROUP HOLDINGS, INC.	122.50K	Mar 31, 26	-9.66K	1.04%
BIP Wealth, LLC	107.21K	Mar 31, 26	-9.52K	0.91%
ENVESTNET ASSET MANAGEMENT INC	92.74K	Mar 31, 26	-6.07K	0.78%
Cetera Investment Advisers	87.97K	Mar 31, 26	-40.18K	0.74%
BANK OF AMERICA CORP /DE/	87.71K	Mar 31, 26	-15.76K	0.74%
COMMONWEALTH EQUITY SERVICES, LLC	85.92K	Mar 31, 26	-7.00K	0.73%
GTS SECURITIES LLC	81.02K	Mar 31, 26	+81.02K	0.68%
New England Private Wealth Advisors LLC	69.37K	Mar 31, 26	-18	0.59%
Granite Bay Wealth Management, LLC	62.86K	Mar 31, 26	+5.47K	0.53%
JPMORGAN CHASE & CO	60.54K	Mar 31, 26	+904	0.51%
TWO SIGMA INVESTMENTS, LP	58.40K	Mar 31, 26	+19.10K	0.49%
HighTower Advisors, LLC	52.20K	Mar 31, 26	+361	0.44%
JONES FINANCIAL COMPANIES LLLP	49.40K	Mar 31, 26	+4.58K	0.42%
Frisch Financial Group, Inc.	49.07K	Mar 31, 26	-2.93K	0.41%
Baird Financial Group, Inc.	48.97K	Mar 31, 26	-3.52K	0.41%
MML INVESTORS SERVICES, LLC	48.54K	Mar 31, 26	-26.01K	0.41%
PNC FINANCIAL SERVICES GROUP, INC.	46.38K	Mar 31, 26	+3.65K	0.39%
Independent Advisor Alliance	36.09K	Mar 31, 26	+36.09K	0.31%
Davis Investment Partners, LLC	36.00K	Mar 31, 26	-4.82K	0.30%
NTV ASSET MANAGEMENT LLC	35.52K	Mar 31, 26	-1.09K	0.30%
Vestmark Advisory Solutions, Inc.	34.10K	Mar 31, 26	-310	0.29%
TRUIST FINANCIAL CORP	33.42K	Mar 31, 26	-3.91K	0.28%
Cresset Asset Management, LLC	29.80K	Mar 31, 26	-1.33K	0.25%
Geneos Wealth Management Inc.	28.56K	Mar 31, 26	-2.83K	0.24%
Rockefeller Capital Management L.P.	26.56K	Mar 31, 26	-13.96K	0.22%
CHOREO, LLC	26.08K	Mar 31, 26	-675	0.22%
GUARDIAN WEALTH ADVISORS, LLC / NC	24.86K	Mar 31, 26	+251	0.21%
COZAD ASSET MANAGEMENT INC	23.90K	Mar 31, 26	-801	0.20%
Clear Creek Financial Management, LLC	23.12K	Mar 31, 26	+2.62K	0.20%
Gateway Wealth Partners, LLC	22.56K	Mar 31, 26	+11.71K	0.19%
NewEdge Advisors, LLC	20.30K	Mar 31, 26	-771	0.17%
Integrated Wealth Concepts LLC	19.63K	Mar 31, 26	-701	0.17%
Sound Financial Strategies Group, LLC	18.59K	Mar 31, 26	-373	0.16%
CITIGROUP INC	18.46K	Mar 31, 26	-12.47K	0.16%
Baker Avenue Asset Management, LP	17.35K	Mar 31, 26	-1.23K	0.15%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	17.27K	Mar 31, 26	+2.36K	0.15%
Arkadios Wealth Advisors	16.90K	Mar 31, 26	-1.02K	0.14%
Stratos Wealth Partners, LTD.	16.64K	Mar 31, 26	+2.54K	0.14%
Private Advisor Group, LLC	16.24K	Mar 31, 26	-528	0.14%
JANE STREET GROUP, LLC	15.83K	Mar 31, 26	+15.83K	0.13%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.66K	Mar 31, 26	-4.02K	0.13%
CITADEL ADVISORS LLC	13.96K	Mar 31, 26	+13.96K	0.12%
STEPHENS INC /AR/	13.03K	Mar 31, 26	-300	0.11%
MARSHALL INVESTMENT MANAGEMENT, LLC	12.89K	Mar 31, 26	-269	0.11%
Beacon Pointe Advisors, LLC	12.86K	Mar 31, 26	-588	0.11%
Moors & Cabot, Inc.	12.75K	Mar 31, 26	+1.04K	0.11%
Hershey Financial Advisers, LLC	12.70K	Mar 31, 26	+12.70K	0.11%
Atlas Private Wealth Advisors	12.35K	Mar 31, 26	-5.64K	0.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.49K	Mar 31, 26	-8.01K	0.10%
SCOTIA CAPITAL INC.	11.21K	Mar 31, 26	+2.83K	0.09%
EXCEL SECURITIES & ASSOCIATES, INC.	10.38K	Mar 31, 26	+10.38K	0.09%
BURKE & HERBERT BANK & TRUST CO	10.08K	Mar 31, 26	--	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	9.50K	Mar 31, 26	-1.44K	0.08%
Zullo Investment Group, Inc.	8.65K	Mar 31, 26	--	0.07%
FLOW TRADERS U.S. LLC	8.47K	Mar 31, 26	+8.47K	0.07%
Richard W. Paul & Associates, LLC	8.17K	Mar 31, 26	+34	0.07%
Mariner, LLC	7.88K	Mar 31, 26	+939	0.07%
Equitable Holdings, Inc.	7.75K	Mar 31, 26	-11.06K	0.07%
Foundations Investment Advisors, LLC	7.06K	Mar 31, 26	+284	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.03K	Mar 31, 26	-319	0.06%
Dana Investment Advisors, Inc.	6.96K	Mar 31, 26	-89	0.06%
Luken Investment Analytics, LLC	6.89K	Mar 31, 26	+2.48K	0.06%
Mount Yale Investment Advisors, LLC	6.83K	Mar 31, 26	+1.01K	0.06%
Plotkin Financial Advisors, LLC	6.76K	Mar 31, 26	--	0.06%
AE Wealth Management LLC	6.75K	Mar 31, 26	+6.75K	0.06%
HRT FINANCIAL LP	6.74K	Mar 31, 26	+6.74K	0.06%
Steward Partners Investment Advisory, LLC	6.61K	Mar 31, 26	-1.16K	0.06%
UBS ASSET MANAGEMENT AMERICAS INC	6.57K	Mar 31, 26	+5.84K	0.06%
Ausdal Financial Partners, Inc.	6.43K	Mar 31, 26	-2.66K	0.05%
Wealthfront Advisers LLC	6.15K	Mar 31, 26	+798	0.05%
Janney Montgomery Scott LLC	6.02K	Mar 31, 26	+257	0.05%
Kovack Advisors, Inc.	5.90K	Mar 31, 26	-287	0.05%
360 Financial, Inc.	5.85K	Mar 31, 26	--	0.05%
Bank of New York Mellon Corp	5.79K	Mar 31, 26	--	0.05%
FIFTH THIRD BANCORP	5.16K	Mar 31, 26	+5.16K	0.04%
Atria Investments, Inc	5.14K	Mar 31, 26	+341	0.04%
HARBOUR INVESTMENTS, INC.	4.95K	Mar 31, 26	-526	0.04%
Per Stirling Capital Management, LLC.	4.69K	Mar 31, 26	--	0.04%
Aft, Forsyth & Sober, LLC	4.63K	Mar 31, 26	-750	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	4.49K	Mar 31, 26	--	0.04%
Pensionmark Financial Group, LLC	4.19K	Mar 31, 26	-725	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	4.00K	Mar 31, 26	--	0.03%
CI Private Wealth, LLC	3.95K	Mar 31, 26	-86.78K	0.03%
Keystone Wealth Services, LLC	3.94K	Mar 31, 26	--	0.03%
Resources Investment Advisors, LLC.	3.84K	Mar 31, 26	-138	0.03%
MERCER GLOBAL ADVISORS INC /ADV	3.81K	Mar 31, 26	+3.81K	0.03%
Quantinno Capital Management LP	3.78K	Mar 31, 26	--	0.03%
SAGESPRING WEALTH PARTNERS, LLC	3.76K	Mar 31, 26	--	0.03%
Pathstone Holdings, LLC	3.70K	Mar 31, 26	--	0.03%
Founders Financial Alliance, LLC	3.59K	Mar 31, 26	--	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	3.44K	Mar 31, 26	--	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	3.30K	Mar 31, 26	+391	0.03%
tru Independence LLC	3.25K	Mar 31, 26	--	0.03%
US BANCORP \DE\	3.21K	Mar 31, 26	-15	0.03%
FMR LLC	3.19K	Mar 31, 26	-359	0.03%
Advisory Services Network, LLC	3.18K	Mar 31, 26	-295	0.03%
Summit Financial, LLC	3.12K	Mar 31, 26	+2	0.03%
Snowden Capital Advisors LLC	3.10K	Mar 31, 26	+1	0.03%
Institute for Wealth Management, LLC.	2.96K	Mar 31, 26	--	0.03%
MONEY CONCEPTS CAPITAL CORP	2.82K	Mar 31, 26	-126	0.02%
Verdence Capital Advisors LLC	2.82K	Mar 31, 26	--	0.02%
Robertson Stephens Wealth Management, LLC	2.77K	Mar 31, 26	--	0.02%
Creative Planning	2.74K	Mar 31, 26	+159	0.02%
POTENTIA WEALTH	2.73K	Mar 31, 26	-383	0.02%
Sequent Planning LLC	2.69K	Mar 31, 26	+3	0.02%
SILVER OAK SECURITIES, INCORPORATED	2.68K	Mar 31, 26	-456	0.02%
CEERA INVESTMENTS, LLC	2.60K	Mar 31, 26	--	0.02%
Proactive Wealth Strategies LLC	2.60K	Mar 31, 26	+2.60K	0.02%
NORTHERN TRUST CORP	2.57K	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	2.52K	Mar 31, 26	-25	0.02%
WHITTIER TRUST CO	2.50K	Mar 31, 26	--	0.02%
Beck Bode, LLC	2.47K	Mar 31, 26	-711	0.02%
Colony Group, LLC	2.42K	Mar 31, 26	+182	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	2.33K	Mar 31, 26	+932	0.02%
Operose Advisors LLC	2.33K	Mar 31, 26	--	0.02%
CAPTRUST FINANCIAL ADVISORS	2.29K	Mar 31, 26	--	0.02%
Mullooly Asset Management, Inc.	2.23K	Mar 31, 26	-177	0.02%
PRINCIPAL SECURITIES, INC.	2.22K	Mar 31, 26	+56	0.02%
Peterson Wealth Advisors, LLC	2.19K	Mar 31, 26	--	0.02%
Glassman Wealth Services	2.19K	Mar 31, 26	--	0.02%
Rede Wealth, LLC	2.17K	Mar 31, 26	--	0.02%
McGuire Investment Group, LLC	2.15K	Mar 31, 26	--	0.02%
CWM, LLC	2.08K	Mar 31, 26	+80	0.02%
Valmark Advisers, Inc.	2.05K	Mar 31, 26	--	0.02%
Clark Capital Management Group, Inc.	2.02K	Mar 31, 26	+2.02K	0.02%
Western Wealth Management, LLC	2.01K	Mar 31, 26	+2.01K	0.02%
Cerity Partners LLC	1.91K	Mar 31, 26	+11	0.02%
SMITH, MOORE & CO.	1.87K	Mar 31, 26	--	0.02%
IHT Wealth Management, LLC	1.86K	Mar 31, 26	--	0.02%
PRIVATE TRUST CO NA	1.84K	Mar 31, 26	-66	0.02%
StoneX Group Inc.	1.73K	Mar 31, 26	+1.73K	0.01%
Waverly Advisors, LLC	1.72K	Mar 31, 26	+1.72K	0.01%
Kingsview Wealth Management, LLC	1.71K	Mar 31, 26	+1.71K	0.01%
Perissos Private Wealth Management, LLC	1.70K	Mar 31, 26	--	0.01%
XTX Topco Ltd	1.69K	Mar 31, 26	+1.69K	0.01%
Garrett Wealth Advisory Group, LLC	1.64K	Mar 31, 26	-99	0.01%
Ashton Thomas Private Wealth, LLC	1.58K	Mar 31, 26	-194	0.01%
McIlrath & Eck, LLC	1.45K	Mar 31, 26	--	0.01%
Manchester Capital Management LLC	1.10K	Mar 31, 26	--	0.01%
BlackRock, Inc.	1.08K	Mar 31, 26	--	0.01%
SRS Capital Advisors, Inc.	1.02K	Mar 31, 26	-46	0.01%
Parkside Financial Bank & Trust	1.00K	Mar 31, 26	--	0.01%
SIGNATUREFD, LLC	997	Mar 31, 26	--	0.01%
Allworth Financial LP	888	Mar 31, 26	--	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	876	Mar 31, 26	--	0.01%
PITTENGER & ANDERSON INC	865	Mar 31, 26	--	0.01%
Parallel Advisors, LLC	817	Mar 31, 26	+767	0.01%
Tower Research Capital LLC (TRC)	805	Mar 31, 26	+805	0.01%
Clearstead Advisors, LLC	699	Mar 31, 26	--	0.01%
Synergy Investment Management, LLC	553	Mar 31, 26	+553	0.00%
WHITTIER TRUST CO OF NEVADA INC	550	Mar 31, 26	--	0.00%
Whipplewood Advisors, LLC	500	Mar 31, 26	--	0.00%
REAP Financial Group, LLC	455	Mar 31, 26	--	0.00%
Larson Financial Group LLC	410	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	405	Mar 31, 26	--	0.00%
ASSETMARK, INC	357	Mar 31, 26	-100	0.00%
HUNTINGTON NATIONAL BANK	345	Mar 31, 26	--	0.00%
Golden State Equity Partners	286	Mar 31, 26	+286	0.00%
MPWM ADVISORY SOLUTIONS, LLC	272	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	233	Mar 31, 26	--	0.00%
Avalon Trust Co	225	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	225	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	218	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	131	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	108	Mar 31, 26	--	0.00%
Measured Wealth Private Client Group, LLC	93	Mar 31, 26	-6	0.00%
MAI Capital Management	91	Mar 31, 26	--	0.00%
Caitlin John, LLC	90	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	85	Mar 31, 26	+85	0.00%
Kingdom Financial Group LLC.	85	Mar 31, 26	+85	0.00%
N.E.W. Advisory Services LLC	76	Mar 31, 26	--	0.00%
POM Investment Strategies, LLC	69	Mar 31, 26	+69	0.00%
Glen Eagle Advisors, LLC	57	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	5	Mar 31, 26	--	0.00%
GSA CAPITAL PARTNERS LLP	--	Mar 31, 26	-2.06K	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Mar 31, 26	-7.47K	--
LOWE BROCKENBROUGH & CO INC	--	Mar 31, 26	-2.06K	--
SUMMIT WEALTH GROUP LLC / CO	--	Mar 31, 26	-1.57K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-1.66K	--
BARR E S & CO	--	Mar 31, 26	-1.50K	--
MASECO LLP	--	Mar 31, 26	-80	--
IronBridge Private Wealth, LLC	--	Mar 31, 26	-16.72K	--
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-6.08K	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-9.36K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-55.21K	--
Argent Trust Co	--	Mar 31, 26	-1.50K	--
HighPoint Advisor Group LLC	--	Mar 31, 26	-1.43K	--
Concurrent Investment Advisors, LLC	--	Mar 31, 26	-2.23K	--
HB Wealth Management, LLC	--	Mar 31, 26	-1.46K	--
COMERICA BANK	5.24K	Dec 31, 25	-531	0.04%
AIFG Consultants Ltd.	3.73K	Dec 31, 25	-1.36K	0.03%
Global Retirement Partners, LLC	2.26K	Dec 31, 25	+1	0.02%
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%
Financial Advocates Investment Management	--	Sep 30, 25	-1.98K	--
Glenmede Investment Management, LP	--	Sep 30, 25	-6.21K	--
Good Life Advisors, LLC	129.14K	Jun 30, 25	+3.75K	1.09%
Elios Financial Group Inc.	44.24K	Jun 30, 25	-1.52K	0.37%
AVANTAX ADVISORY SERVICES, INC.	14.70K	Jun 30, 25	-3.77K	0.12%
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	6.61%
Raymond James Financial Services Advisors, Inc.	158.31K	Sep 30, 24	-45.92K	1.34%
Axiom Advisory, LLC	35.20K	Sep 30, 24	+550	0.30%
RAYMOND JAMES TRUST N.A.	21.78K	Sep 30, 24	-352	0.18%
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	1.84%
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	0.82%
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	0.22%
BB&T SECURITIES, LLC	346.76K	Sep 30, 19	+30.16K	2.93%
SUNTRUST BANKS INC	34.73K	Sep 30, 19	+408	0.29%
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	0.68%
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	3.79%
STIFEL NICOLAUS & CO INC \MO\	156.28K	Sep 30, 13	+121.30K	1.32%
First Allied Securities, Inc.	483	Jun 30, 12	-13.30K	0.00%

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Holder

Date

Change

% Held

Gratus Wealth Advisors, LLC

107.82K

Jun 30, 26

+1.38K

0.91%

CX Institutional

78.96K

Jun 30, 26

+2.38K

0.67%

Stenger Family Office, LLC

32.92K

Jun 30, 26

-4.11K

0.28%

Darwin Wealth Management, LLC

32.42K

Jun 30, 26

+1.24K

0.27%

B. Riley Wealth Advisors, Inc.

31.07K

Jun 30, 26

+1.27K

0.26%

Crumly & Associates Inc.

29.24K

Jun 30, 26

-1.98K

0.25%

D.A. DAVIDSON & CO.

21.46K

Jun 30, 26

+73

0.18%

INDEPENDENT FINANCIAL GROUP, LLC

19.47K

Jun 30, 26

-753

0.16%

Spire Wealth Management

19.34K

Jun 30, 26

0.16%

DAVENPORT & Co LLC

19.17K

Jun 30, 26

+300

0.16%

Prospera Financial Services Inc

18.30K

Jun 30, 26

-5.05K

0.15%

Sowell Financial Services LLC

18.00K

Jun 30, 26

+260

0.15%

WealthBridge Capital Management, LLC

11.74K

Jun 30, 26

-920

0.10%

CARY STREET PARTNERS FINANCIAL LLC

11.08K

Jun 30, 26

+195

0.09%

Procyon Advisors, LLC

9.04K

Jun 30, 26

+470

0.08%

Sachetta, LLC

8.84K

Jun 30, 26

-977

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%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.93K

Jun 30, 26

-1.24K

0.06%

Capital Advisors, Ltd. LLC

6.88K

Jun 30, 26

+1.00K

0.06%

BENJAMIN EDWARDS INC

5.99K

Jun 30, 26

0.05%

Purus Wealth Management, LLC

5.30K

Jun 30, 26

-1.32K

0.04%

PRESILIUM PRIVATE WEALTH, LLC

5.10K

Jun 30, 26

+5.10K

0.04%

BARRETT & COMPANY, INC.

4.92K

Jun 30, 26

-375

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%

PARK AVENUE SECURITIES LLC

3.38K

Jun 30, 26

-151

0.03%

Cornerstone Wealth Management, LLC

3.18K

Jun 30, 26

-89

0.03%

GenWealth Group, Inc.

3.01K

Jun 30, 26

0.03%

HARBOR INVESTMENT ADVISORY, LLC

2.85K

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%

Kraft, Davis & Associates, LLC

2.45K

Jun 30, 26

-1.05K

0.02%

Farther Finance Advisors, LLC

2.25K

Jun 30, 26

-753

0.02%

TruNorth Capital Management, LLC

2.16K

Jun 30, 26

+2.16K

0.02%

Pine Valley Investments Ltd Liability Co

2.11K

Jun 30, 26

0.02%

J.W. COLE ADVISORS, INC.

1.94K

Jun 30, 26

+1.94K

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%

Valeo Financial Advisors, LLC

1.75K

Jun 30, 26

0.01%

Cyndeo Wealth Partners, LLC

1.59K

Jun 30, 26

0.01%

Morton Capital Management LLC/CA

1.54K

Jun 30, 26

+1.54K

0.01%

Berkshire Bank

1.47K

Jun 30, 26

+1.47K

0.01%

Focus Financial Network, Inc.

1.42K

Jun 30, 26

+1.42K

0.01%

TRUST CO OF TOLEDO NA /OH/

1.16K

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%

CoreCap Advisors, LLC

975

Jun 30, 26

-9

0.01%

WEBSTER BANK, N. A.

818

Jun 30, 26

+818

0.01%

Hughes Financial Services, LLC

543

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

360

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

321

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%

Financial Management Professionals, Inc.

Jun 30, 26

+58

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

FIRST HORIZON CORP

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

-185

Global Wealth Strategies & Associates

Jun 30, 26

-50

Sound Income Strategies, LLC

Jun 30, 26

-318

SHAKESPEARE WEALTH MANAGEMENT, INC.

Jun 30, 26

-34.88K

Virtus Wealth Solutions LLC

Jun 30, 26

-51.38K

MORGAN STANLEY

1.43M

Mar 31, 26

-81.50K

12.10%

WELLS FARGO & COMPANY/MN

868.67K

Mar 31, 26

-203.97K

7.34%

LPL Financial LLC

669.31K

Mar 31, 26

-18.30K

5.66%

RAYMOND JAMES FINANCIAL INC

591.81K

Mar 31, 26

-136.91K

5.00%

ROYAL BANK OF CANADA

291.85K

Mar 31, 26

-33.52K

2.47%

UBS Group AG

273.90K

Mar 31, 26

+5.03K

2.31%

GOLDMAN SACHS GROUP INC

206.29K

Mar 31, 26

+26.39K

1.74%

Cambridge Investment Research Advisors, Inc.

165.11K

Mar 31, 26

-11.98K

1.40%

STIFEL FINANCIAL CORP

156.38K

Mar 31, 26

-33.81K

1.32%

Kestra Advisory Services, LLC

133.97K

Mar 31, 26

+4.37K

1.13%

ADVISOR GROUP HOLDINGS, INC.

122.50K

Mar 31, 26

-9.66K

1.04%

BIP Wealth, LLC

107.21K

Mar 31, 26

-9.52K

0.91%

ENVESTNET ASSET MANAGEMENT INC

92.74K

Mar 31, 26

-6.07K

0.78%

Cetera Investment Advisers

87.97K

Mar 31, 26

-40.18K

0.74%

BANK OF AMERICA CORP /DE/

87.71K

Mar 31, 26

-15.76K

0.74%

COMMONWEALTH EQUITY SERVICES, LLC

85.92K

Mar 31, 26

-7.00K

0.73%

GTS SECURITIES LLC

81.02K

Mar 31, 26

+81.02K

0.68%

New England Private Wealth Advisors LLC

69.37K

Mar 31, 26

-18

0.59%

Granite Bay Wealth Management, LLC

62.86K

Mar 31, 26

+5.47K

0.53%

JPMORGAN CHASE & CO

60.54K

Mar 31, 26

+904

0.51%

TWO SIGMA INVESTMENTS, LP

58.40K

Mar 31, 26

+19.10K

0.49%

HighTower Advisors, LLC

52.20K

Mar 31, 26

+361

0.44%

JONES FINANCIAL COMPANIES LLLP

49.40K

Mar 31, 26

+4.58K

0.42%

Frisch Financial Group, Inc.

49.07K

Mar 31, 26

-2.93K

0.41%

Baird Financial Group, Inc.

48.97K

Mar 31, 26

-3.52K

0.41%

MML INVESTORS SERVICES, LLC

48.54K

Mar 31, 26

-26.01K

0.41%

PNC FINANCIAL SERVICES GROUP, INC.

46.38K

Mar 31, 26

+3.65K

0.39%

Independent Advisor Alliance

36.09K

Mar 31, 26

+36.09K

0.31%

Davis Investment Partners, LLC

36.00K

Mar 31, 26

-4.82K

0.30%

NTV ASSET MANAGEMENT LLC

35.52K

Mar 31, 26

-1.09K

0.30%

Vestmark Advisory Solutions, Inc.

34.10K

Mar 31, 26

-310

0.29%

TRUIST FINANCIAL CORP

33.42K

Mar 31, 26

-3.91K

0.28%

Cresset Asset Management, LLC

29.80K

Mar 31, 26

-1.33K

0.25%

Geneos Wealth Management Inc.

28.56K

Mar 31, 26

-2.83K

0.24%

Rockefeller Capital Management L.P.

26.56K

Mar 31, 26

-13.96K

0.22%

CHOREO, LLC

26.08K

Mar 31, 26

-675

0.22%

GUARDIAN WEALTH ADVISORS, LLC / NC

24.86K

Mar 31, 26

+251

0.21%

COZAD ASSET MANAGEMENT INC

23.90K

Mar 31, 26

-801

0.20%

Clear Creek Financial Management, LLC

23.12K

Mar 31, 26

+2.62K

0.20%

Gateway Wealth Partners, LLC

22.56K

Mar 31, 26

+11.71K

0.19%

NewEdge Advisors, LLC

20.30K

Mar 31, 26

-771

0.17%

Integrated Wealth Concepts LLC

19.63K

Mar 31, 26

-701

0.17%

Sound Financial Strategies Group, LLC

18.59K

Mar 31, 26

-373

0.16%

CITIGROUP INC

18.46K

Mar 31, 26

-12.47K

0.16%

Baker Avenue Asset Management, LP

17.35K

Mar 31, 26

-1.23K

0.15%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

17.27K

Mar 31, 26

+2.36K

0.15%

Arkadios Wealth Advisors

16.90K

Mar 31, 26

-1.02K

0.14%

Stratos Wealth Partners, LTD.

16.64K

Mar 31, 26

+2.54K

0.14%

Private Advisor Group, LLC

16.24K

Mar 31, 26

-528

0.14%

JANE STREET GROUP, LLC

15.83K

Mar 31, 26

+15.83K

0.13%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.66K

Mar 31, 26

-4.02K

0.13%

CITADEL ADVISORS LLC

13.96K

Mar 31, 26

+13.96K

0.12%

STEPHENS INC /AR/

13.03K

Mar 31, 26

-300

0.11%

MARSHALL INVESTMENT MANAGEMENT, LLC

12.89K

Mar 31, 26

-269

0.11%

Beacon Pointe Advisors, LLC

12.86K

Mar 31, 26

-588

0.11%

Moors & Cabot, Inc.

12.75K

Mar 31, 26

+1.04K

0.11%

Hershey Financial Advisers, LLC

12.70K

Mar 31, 26

+12.70K

0.11%

Atlas Private Wealth Advisors

12.35K

Mar 31, 26

-5.64K

0.10%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.49K

Mar 31, 26

-8.01K

0.10%

SCOTIA CAPITAL INC.

11.21K

Mar 31, 26

+2.83K

0.09%

EXCEL SECURITIES & ASSOCIATES, INC.

10.38K

Mar 31, 26

+10.38K

0.09%

BURKE & HERBERT BANK & TRUST CO

10.08K

Mar 31, 26

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

9.50K

Mar 31, 26

-1.44K

0.08%

Zullo Investment Group, Inc.

8.65K

Mar 31, 26

0.07%

FLOW TRADERS U.S. LLC

8.47K

Mar 31, 26

+8.47K

0.07%

Richard W. Paul & Associates, LLC

8.17K

Mar 31, 26

+34

0.07%

Mariner, LLC

7.88K

Mar 31, 26

+939

0.07%

Equitable Holdings, Inc.

7.75K

Mar 31, 26

-11.06K

0.07%

Foundations Investment Advisors, LLC

7.06K

Mar 31, 26

+284

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.03K

Mar 31, 26

-319

0.06%

Dana Investment Advisors, Inc.

6.96K

Mar 31, 26

-89

0.06%

Luken Investment Analytics, LLC

6.89K

Mar 31, 26

+2.48K

0.06%

Mount Yale Investment Advisors, LLC

6.83K

Mar 31, 26

+1.01K

0.06%

Plotkin Financial Advisors, LLC

6.76K

Mar 31, 26

0.06%

AE Wealth Management LLC

6.75K

Mar 31, 26

+6.75K

0.06%

HRT FINANCIAL LP

6.74K

Mar 31, 26

+6.74K

0.06%

Steward Partners Investment Advisory, LLC

6.61K

Mar 31, 26

-1.16K

0.06%

UBS ASSET MANAGEMENT AMERICAS INC

6.57K

Mar 31, 26

+5.84K

0.06%

Ausdal Financial Partners, Inc.

6.43K

Mar 31, 26

-2.66K

0.05%

Wealthfront Advisers LLC

6.15K

Mar 31, 26

+798

0.05%

Janney Montgomery Scott LLC

6.02K

Mar 31, 26

+257

0.05%

Kovack Advisors, Inc.

5.90K

Mar 31, 26

-287

0.05%

360 Financial, Inc.

5.85K

Mar 31, 26

0.05%

Bank of New York Mellon Corp

5.79K

Mar 31, 26

0.05%

FIFTH THIRD BANCORP

5.16K

Mar 31, 26

+5.16K

0.04%

Atria Investments, Inc

5.14K

Mar 31, 26

+341

0.04%

HARBOUR INVESTMENTS, INC.

4.95K

Mar 31, 26

-526

0.04%

Per Stirling Capital Management, LLC.

4.69K

Mar 31, 26

0.04%

Aft, Forsyth & Sober, LLC

4.63K

Mar 31, 26

-750

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

4.49K

Mar 31, 26

0.04%

Pensionmark Financial Group, LLC

4.19K

Mar 31, 26

-725

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

4.00K

Mar 31, 26

0.03%

CI Private Wealth, LLC

3.95K

Mar 31, 26

-86.78K

0.03%

Keystone Wealth Services, LLC

3.94K

Mar 31, 26

0.03%

Resources Investment Advisors, LLC.

3.84K

Mar 31, 26

-138

0.03%

MERCER GLOBAL ADVISORS INC /ADV

3.81K

Mar 31, 26

+3.81K

0.03%

Quantinno Capital Management LP

3.78K

Mar 31, 26

0.03%

SAGESPRING WEALTH PARTNERS, LLC

3.76K

Mar 31, 26

0.03%

Pathstone Holdings, LLC

3.70K

Mar 31, 26

0.03%

Founders Financial Alliance, LLC

3.59K

Mar 31, 26

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

3.44K

Mar 31, 26

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

3.30K

Mar 31, 26

+391

0.03%

tru Independence LLC

3.25K

Mar 31, 26

0.03%

US BANCORP \DE\

3.21K

Mar 31, 26

-15

0.03%

FMR LLC

3.19K

Mar 31, 26

-359

0.03%

Advisory Services Network, LLC

3.18K

Mar 31, 26

-295

0.03%

Summit Financial, LLC

3.12K

Mar 31, 26

0.03%

Snowden Capital Advisors LLC

3.10K

Mar 31, 26

0.03%

Institute for Wealth Management, LLC.

2.96K

Mar 31, 26

0.03%

MONEY CONCEPTS CAPITAL CORP

2.82K

Mar 31, 26

-126

0.02%

Verdence Capital Advisors LLC

2.82K

Mar 31, 26

0.02%

Robertson Stephens Wealth Management, LLC

2.77K

Mar 31, 26

0.02%

Creative Planning

2.74K

Mar 31, 26

+159

0.02%

POTENTIA WEALTH

2.73K

Mar 31, 26

-383

0.02%

Sequent Planning LLC

2.69K

Mar 31, 26

0.02%

SILVER OAK SECURITIES, INCORPORATED

2.68K

Mar 31, 26

-456

0.02%

CEERA INVESTMENTS, LLC

2.60K

Mar 31, 26

0.02%

Proactive Wealth Strategies LLC

2.60K

Mar 31, 26

+2.60K

0.02%

NORTHERN TRUST CORP

2.57K

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

2.52K

Mar 31, 26

-25

0.02%

WHITTIER TRUST CO

2.50K

Mar 31, 26

0.02%

Beck Bode, LLC

2.47K

Mar 31, 26

-711

0.02%

Colony Group, LLC

2.42K

Mar 31, 26

+182

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

2.33K

Mar 31, 26

+932

0.02%

Operose Advisors LLC

2.33K

Mar 31, 26

0.02%

CAPTRUST FINANCIAL ADVISORS

2.29K

Mar 31, 26

0.02%

Mullooly Asset Management, Inc.

2.23K

Mar 31, 26

-177

0.02%

PRINCIPAL SECURITIES, INC.

2.22K

Mar 31, 26

+56

0.02%

Peterson Wealth Advisors, LLC

2.19K

Mar 31, 26

0.02%

Glassman Wealth Services

2.19K

Mar 31, 26

0.02%

Rede Wealth, LLC

2.17K

Mar 31, 26

0.02%

McGuire Investment Group, LLC

2.15K

Mar 31, 26

0.02%

CWM, LLC

2.08K

Mar 31, 26

+80

0.02%

Valmark Advisers, Inc.

2.05K

Mar 31, 26

0.02%

Clark Capital Management Group, Inc.

2.02K

Mar 31, 26

+2.02K

0.02%

Western Wealth Management, LLC

2.01K

Mar 31, 26

+2.01K

0.02%

Cerity Partners LLC

1.91K

Mar 31, 26

+11

0.02%

SMITH, MOORE & CO.

1.87K

Mar 31, 26

0.02%

IHT Wealth Management, LLC

1.86K

Mar 31, 26

0.02%

PRIVATE TRUST CO NA

1.84K

Mar 31, 26

-66

0.02%

StoneX Group Inc.

1.73K

Mar 31, 26

+1.73K

0.01%

Waverly Advisors, LLC

1.72K

Mar 31, 26

+1.72K

0.01%

Kingsview Wealth Management, LLC

1.71K

Mar 31, 26

+1.71K

0.01%

Perissos Private Wealth Management, LLC

1.70K

Mar 31, 26

0.01%

XTX Topco Ltd

1.69K

Mar 31, 26

+1.69K

0.01%

Garrett Wealth Advisory Group, LLC

1.64K

Mar 31, 26

-99

0.01%

Ashton Thomas Private Wealth, LLC

1.58K

Mar 31, 26

-194

0.01%

McIlrath & Eck, LLC

1.45K

Mar 31, 26

0.01%

Manchester Capital Management LLC

1.10K

Mar 31, 26

0.01%

BlackRock, Inc.

1.08K

Mar 31, 26

0.01%

SRS Capital Advisors, Inc.

1.02K

Mar 31, 26

-46

0.01%

Parkside Financial Bank & Trust

1.00K

Mar 31, 26

0.01%

SIGNATUREFD, LLC

997

Mar 31, 26

0.01%

Allworth Financial LP

888

Mar 31, 26

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

876

Mar 31, 26

0.01%

PITTENGER & ANDERSON INC

865

Mar 31, 26

0.01%

Parallel Advisors, LLC

817

Mar 31, 26

+767

0.01%

Tower Research Capital LLC (TRC)

805

Mar 31, 26

+805

0.01%

Clearstead Advisors, LLC

699

Mar 31, 26

0.01%

Synergy Investment Management, LLC

553

Mar 31, 26

+553

0.00%

WHITTIER TRUST CO OF NEVADA INC

550

Mar 31, 26

0.00%

Whipplewood Advisors, LLC

500

Mar 31, 26

0.00%

REAP Financial Group, LLC

455

Mar 31, 26

0.00%

Larson Financial Group LLC

410

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

405

Mar 31, 26

0.00%

ASSETMARK, INC

357

Mar 31, 26

-100

0.00%

HUNTINGTON NATIONAL BANK

345

Mar 31, 26

0.00%

Golden State Equity Partners

286

Mar 31, 26

+286

0.00%

MPWM ADVISORY SOLUTIONS, LLC

272

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

233

Mar 31, 26

0.00%

Avalon Trust Co

225

Mar 31, 26

0.00%

MTM Investment Management, LLC

225

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

218

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

131

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

108

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

Mar 31, 26

-6

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+85

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

+85

0.00%

N.E.W. Advisory Services LLC

Mar 31, 26

0.00%

POM Investment Strategies, LLC

Mar 31, 26

+69

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

Mar 31, 26

0.00%

GSA CAPITAL PARTNERS LLP

Mar 31, 26

-2.06K

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-7.47K

LOWE BROCKENBROUGH & CO INC

Mar 31, 26

-2.06K

SUMMIT WEALTH GROUP LLC / CO

Mar 31, 26

-1.57K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-1.66K

BARR E S & CO

Mar 31, 26

-1.50K

MASECO LLP

Mar 31, 26

-80

IronBridge Private Wealth, LLC

Mar 31, 26

-16.72K

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-6.08K

Ameritas Advisory Services, LLC

Mar 31, 26

-9.36K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-55.21K

Argent Trust Co

Mar 31, 26

-1.50K

HighPoint Advisor Group LLC

Mar 31, 26

-1.43K

Concurrent Investment Advisors, LLC

Mar 31, 26

-2.23K

HB Wealth Management, LLC

Mar 31, 26

-1.46K

COMERICA BANK

5.24K

Dec 31, 25

-531

0.04%

AIFG Consultants Ltd.

3.73K

Dec 31, 25

-1.36K

0.03%

Global Retirement Partners, LLC

2.26K

Dec 31, 25

0.02%

CIBC Private Wealth Group, LLC

571

Dec 31, 25

0.00%

ORG Partners LLC

286

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+11

0.00%

Hemington Wealth Management

194

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-1.98K

Glenmede Investment Management, LP

Sep 30, 25

-6.21K

Good Life Advisors, LLC

129.14K

Jun 30, 25

+3.75K

1.09%

Elios Financial Group Inc.

44.24K

Jun 30, 25

-1.52K

0.37%

AVANTAX ADVISORY SERVICES, INC.

14.70K

Jun 30, 25

-3.77K

0.12%

Tyler-Stone Wealth Management

8.11K

Jun 30, 25

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

6.61%

Raymond James Financial Services Advisors, Inc.

158.31K

Sep 30, 24

-45.92K

1.34%

Axiom Advisory, LLC

35.20K

Sep 30, 24

+550

0.30%

RAYMOND JAMES TRUST N.A.

21.78K

Sep 30, 24

-352

0.18%

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

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

1.84%

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

0.82%

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.

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,

Sep 30, 22

+70

0.00%

Strategic Asset Management, LLC

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.

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

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

0.22%

BB&T SECURITIES, LLC

346.76K

Sep 30, 19

+30.16K

2.93%

SUNTRUST BANKS INC

34.73K

Sep 30, 19

+408

0.29%

HL FINANCIAL SERVICES LLC

54.16K

Mar 31, 19

-7.72K

0.46%

BB&T INVESTMENT SERVICES, INC.

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

0.68%

WFG Advisors, LP

1.41K

Jun 30, 17

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

3.79%

STIFEL NICOLAUS & CO INC \MO\

156.28K

Sep 30, 13

+121.30K

1.32%

First Allied Securities, Inc.

483

Jun 30, 12

-13.30K

0.00%