Columbia Research Enhanced Core ETF(RECS)

$45.06—Stale · unknown old

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Columbia Research Enhanced Core ETF(RECS)

NYSE • Last print unknown ago

$45.06—Stale · unknown old

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RECS(RECS)

RECS

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

Institutional Ownership

Top 215 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	21.70M	Jun 30, 26	+1.63M	16.17%
AMERIPRISE FINANCIAL INC	14.86M	Jun 30, 26	-209.89K	11.07%
MORGAN STANLEY	7.05M	Jun 30, 26	+850.15K	5.26%
RAYMOND JAMES FINANCIAL INC	5.88M	Jun 30, 26	+209.71K	4.38%
BANK OF AMERICA CORP /DE/	5.25M	Jun 30, 26	-401.25K	3.91%
COMMONWEALTH EQUITY SERVICES, LLC	3.61M	Jun 30, 26	+350.33K	2.69%
ADVISOR GROUP HOLDINGS, INC.	3.28M	Jun 30, 26	+241.82K	2.44%
WELLS FARGO & COMPANY/MN	2.88M	Jun 30, 26	+410.80K	2.15%
Gradient Investments LLC	2.41M	Jun 30, 26	+91.00K	1.80%
Bogart Wealth, LLC	2.34M	Jun 30, 26	+52.60K	1.74%
Fundamentum, LLC	2.14M	Jun 30, 26	+37.53K	1.59%
Ameritas Advisory Services, LLC	1.68M	Jun 30, 26	+980.39K	1.25%
Amplius Wealth Advisors, LLC	1.68M	Jun 30, 26	+12.12K	1.25%
Stratos Wealth Partners, LTD.	1.66M	Jun 30, 26	+97.10K	1.24%
Cetera Investment Advisers	1.48M	Jun 30, 26	+45.88K	1.10%
Drake & Associates, LLC	1.25M	Jun 30, 26	+92.01K	0.93%
Scarborough Advisors, LLC	1.20M	Jun 30, 26	+664.36K	0.90%
DAYMARK WEALTH PARTNERS, LLC	1.13M	Jun 30, 26	+160.60K	0.84%
ROYAL BANK OF CANADA	1.12M	Jun 30, 26	-55.10K	0.83%
JPMORGAN CHASE & CO	1.05M	Jun 30, 26	+155.42K	0.78%
Mason & Associates Inc	1.01M	Jun 30, 26	-25.29K	0.75%
JONES FINANCIAL COMPANIES LLLP	1.00M	Jun 30, 26	+126.88K	0.75%
UBS Group AG	864.33K	Jun 30, 26	+15.42K	0.64%
Spectrum Wealth Advisory Group, LLC	856.94K	Jun 30, 26	+27.82K	0.64%
Stadion Money Management, LLC	791.17K	Jun 30, 26	-20.50K	0.59%
BlueStem Wealth Partners, LLC	765.76K	Jun 30, 26	-96.52K	0.57%
Three Cord True Wealth Management, LLC	707.54K	Jun 30, 26	+41.75K	0.53%
KWB Wealth	635.71K	Jun 30, 26	+148.68K	0.47%
MML INVESTORS SERVICES, LLC	595.28K	Jun 30, 26	+117.44K	0.44%
Trajan Wealth LLC	533.75K	Jun 30, 26	+2.84K	0.40%
Gladstone Institutional Advisory LLC	532.30K	Jun 30, 26	+76.66K	0.40%
Tower Wealth Partners, Inc.	511.31K	Jun 30, 26	+5.23K	0.38%
Retirement Management Systems Inc.	493.26K	Jun 30, 26	+32.46K	0.37%
SUN LIFE FINANCIAL INC	478.02K	Jun 30, 26	+478.02K	0.36%
ARQ WEALTH ADVISORS, LLC	468.51K	Jun 30, 26	+131.47K	0.35%
CENTAURUS FINANCIAL, INC.	467.53K	Jun 30, 26	-2.69K	0.35%
Heck Capital Advisors, LLC	436.20K	Jun 30, 26	+6.27K	0.33%
KESTRA PRIVATE WEALTH SERVICES, LLC	432.45K	Jun 30, 26	+14.88K	0.32%
Essex Financial Services, Inc.	391.78K	Jun 30, 26	-30.43K	0.29%
Kestra Advisory Services, LLC	380.35K	Jun 30, 26	+7.46K	0.28%
STIFEL FINANCIAL CORP	353.99K	Jun 30, 26	+6.78K	0.26%
IAG Wealth Partners, LLC	347.44K	Jun 30, 26	+9.46K	0.26%
Cambridge Investment Research Advisors, Inc.	340.47K	Jun 30, 26	+33.98K	0.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	272.05K	Jun 30, 26	+28.81K	0.20%
Pine Valley Investments Ltd Liability Co	259.03K	Jun 30, 26	+15.45K	0.19%
Bensler, LLC	248.40K	Jun 30, 26	+3.08K	0.19%
CITIGROUP INC	237.57K	Jun 30, 26	+47.03K	0.18%
Whitaker-Myers Wealth Managers, LTD.	236.46K	Jun 30, 26	+26.00K	0.18%
Snider Financial Group	225.70K	Jun 30, 26	+18.01K	0.17%
DAVENPORT & Co LLC	223.94K	Jun 30, 26	+41.64K	0.17%
LEAVELL INVESTMENT MANAGEMENT, INC.	213.30K	Jun 30, 26	+23.65K	0.16%
WealthCare Investment Partners, LLC	197.88K	Jun 30, 26	+23.11K	0.15%
Atria Investments, Inc	195.44K	Jun 30, 26	+3.03K	0.15%
BYRNE FINANCIAL FREEDOM, LLC	192.41K	Jun 30, 26	+1.90K	0.14%
Pensionmark Financial Group, LLC	187.69K	Jun 30, 26	--	0.14%
DAGCO, INC.	180.12K	Jun 30, 26	+52.02K	0.13%
Private Advisor Group, LLC	176.42K	Jun 30, 26	-32	0.13%
RETIREMENT PLANNING GROUP, LLC / NY	171.66K	Jun 30, 26	+26.31K	0.13%
Steward Partners Investment Advisory, LLC	146.37K	Jun 30, 26	+4.13K	0.11%
Janney Montgomery Scott LLC	144.26K	Jun 30, 26	+19.10K	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	139.88K	Jun 30, 26	-204.84K	0.10%
Western Wealth Management, LLC	138.49K	Jun 30, 26	+1.68K	0.10%
ENVESTNET ASSET MANAGEMENT INC	136.77K	Jun 30, 26	+17.65K	0.10%
USAdvisors Wealth Management, LLC	133.07K	Jun 30, 26	-6.67K	0.10%
Sovran Advisors, LLC	121.01K	Jun 30, 26	+8.39K	0.09%
R2 Capital Strategies, LLC	120.86K	Jun 30, 26	+120.86K	0.09%
Alchemi Wealth, LLC	118.44K	Jun 30, 26	+6.70K	0.09%
Brown Financial Advisors	114.94K	Jun 30, 26	+144	0.09%
RDA Financial Network	108.52K	Jun 30, 26	+3.82K	0.08%
Fermata Advisors, LLC	94.48K	Jun 30, 26	-1.37K	0.07%
Equitable Holdings, Inc.	93.40K	Jun 30, 26	+12.69K	0.07%
Paladin Wealth, LLC	93.15K	Jun 30, 26	+8.31K	0.07%
Sanctuary Advisors, LLC	90.47K	Jun 30, 26	+4.59K	0.07%
Fidelis Capital Partners, LLC	81.62K	Jun 30, 26	+8.40K	0.06%
SILVER OAK SECURITIES, INCORPORATED	81.14K	Jun 30, 26	-2.57K	0.06%
SPIREPOINT PRIVATE CLIENT, LLC	75.42K	Jun 30, 26	+1.86K	0.06%
PRINCIPAL SECURITIES, INC.	71.22K	Jun 30, 26	+7.42K	0.05%
KPP Advisory Services LLC	64.32K	Jun 30, 26	-201	0.05%
Mattson Financial Services, LLC	60.92K	Jun 30, 26	+1.42K	0.05%
Dana Investment Advisors, Inc.	60.90K	Jun 30, 26	+10.53K	0.05%
LM Advisors LLC	58.03K	Jun 30, 26	+58.03K	0.04%
Paragon Private Wealth Management, LLC	57.23K	Jun 30, 26	-9.58K	0.04%
First Growth Capital LLC	55.37K	Jun 30, 26	-313	0.04%
SMITH SHELLNUT WILSON LLC /ADV	53.52K	Jun 30, 26	+5.59K	0.04%
TRUIST FINANCIAL CORP	51.80K	Jun 30, 26	-44	0.04%
THOROUGHBRED FINANCIAL SERVICES, LLC	51.59K	Jun 30, 26	+4.64K	0.04%
IFP Advisors, Inc	51.47K	Jun 30, 26	+51.35K	0.04%
Prosperity Financial Group, Inc.	51.26K	Jun 30, 26	+694	0.04%
Gateway Wealth Partners, LLC	50.73K	Jun 30, 26	+50.73K	0.04%
Summit Financial, LLC	45.62K	Jun 30, 26	+12.51K	0.03%
NATIXIS ADVISORS, L.P.	44.84K	Jun 30, 26	+8.01K	0.03%
Pines Wealth Management, LLC	44.33K	Jun 30, 26	+3.17K	0.03%
Integrated Wealth Concepts LLC	39.75K	Jun 30, 26	+33.20K	0.03%
Axis Wealth Partners, LLC	35.10K	Jun 30, 26	-1.36K	0.03%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	33.31K	Jun 30, 26	+1.40K	0.02%
NewEdge Advisors, LLC	32.07K	Jun 30, 26	+18.44K	0.02%
Lakeridge Wealth Management LLC	30.18K	Jun 30, 26	+2.64K	0.02%
Inscription Capital, LLC	28.97K	Jun 30, 26	-17.61K	0.02%
Cornerstone Wealth Management, LLC	28.89K	Jun 30, 26	+4.22K	0.02%
Mariner, LLC	28.43K	Jun 30, 26	-21.18K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	27.03K	Jun 30, 26	+864	0.02%
Riverbend Wealth Management, LLC	24.57K	Jun 30, 26	+849	0.02%
Farther Finance Advisors, LLC	23.78K	Jun 30, 26	+23.63K	0.02%
MMA ASSET MANAGEMENT LLC	22.98K	Jun 30, 26	-1.50K	0.02%
Morey & Quinn Wealth Partners, LLC	22.98K	Jun 30, 26	+647	0.02%
DENVER WEALTH MANAGEMENT, INC.	22.26K	Jun 30, 26	+384	0.02%
MGO ONE SEVEN LLC	20.79K	Jun 30, 26	+20.79K	0.02%
Palumbo Wealth Management LLC	20.45K	Jun 30, 26	+351	0.02%
HBW Advisory Services LLC	20.42K	Jun 30, 26	-2.24K	0.02%
PCA Investment Advisory Services Inc.	19.41K	Jun 30, 26	+200	0.01%
Equity Wealth Partners, LLC	18.29K	Jun 30, 26	-2.00K	0.01%
Comprehensive Financial Consultants Institutional, Inc.	16.91K	Jun 30, 26	+2.21K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	16.53K	Jun 30, 26	+1.73K	0.01%
HB Wealth Management, LLC	16.09K	Jun 30, 26	+16.09K	0.01%
Sigma Planning Corp	15.41K	Jun 30, 26	+518	0.01%
Richmond Investment Services, LLC	15.08K	Jun 30, 26	-53.55K	0.01%
Advisory Services Network, LLC	14.97K	Jun 30, 26	+5.16K	0.01%
Van Diest Capital, LLC	14.84K	Jun 30, 26	+14.84K	0.01%
Redhawk Wealth Advisors, Inc.	14.70K	Jun 30, 26	-8.82K	0.01%
MONECO Advisors, LLC	14.58K	Jun 30, 26	+4.96K	0.01%
FMR LLC	14.49K	Jun 30, 26	+2.17K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	14.41K	Jun 30, 26	-307	0.01%
Stratos Wealth Advisors, LLC	13.95K	Jun 30, 26	+3.28K	0.01%
Medallion Wealth Advisors, LLC	13.77K	Jun 30, 26	+3.13K	0.01%
XTX Topco Ltd	13.67K	Jun 30, 26	+13.67K	0.01%
Qube Research & Technologies Ltd	13.36K	Jun 30, 26	+13.36K	0.01%
Colony Group, LLC	13.33K	Jun 30, 26	--	0.01%
Oxinas Partners Wealth Management LLC	13.15K	Jun 30, 26	-7.55K	0.01%
RiverTree Advisors, LLC	13.11K	Jun 30, 26	+302	0.01%
Gotham Asset Management, LLC	13.09K	Jun 30, 26	--	0.01%
Creative Planning	13.01K	Jun 30, 26	+1.75K	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	11.56K	Jun 30, 26	-373	0.01%
Ausdal Financial Partners, Inc.	11.26K	Jun 30, 26	+2.63K	0.01%
Empirical Asset Management, LLC	10.39K	Jun 30, 26	-589	0.01%
John W. Brooker & Co., CPAs	10.20K	Jun 30, 26	+1.79K	0.01%
Avestar Capital, LLC	10.14K	Jun 30, 26	+10.14K	0.01%
Cedrus Wealth Group LLC	10.10K	Jun 30, 26	-9.92K	0.01%
Visionary Wealth Advisors	9.33K	Jun 30, 26	+760	0.01%
Balance Wealth, LLC	8.71K	Jun 30, 26	-638	0.01%
D. E. Shaw & Co., Inc.	8.55K	Jun 30, 26	+845	0.01%
Regatta Research & Money Management	8.44K	Jun 30, 26	+8.44K	0.01%
A4 Wealth Advisors LLC	8.21K	Jun 30, 26	-8.64K	0.01%
JANE STREET GROUP, LLC	8.14K	Jun 30, 26	-40.04K	0.01%
FIFTH THIRD BANCORP	7.97K	Jun 30, 26	-24	0.01%
Keystone Financial Services, LLC	7.94K	Jun 30, 26	+214	0.01%
Archford Capital Strategies, LLC	7.73K	Jun 30, 26	-54	0.01%
Clark Capital Management Group, Inc.	7.67K	Jun 30, 26	--	0.01%
Trexquant Investment LP	7.52K	Jun 30, 26	+7.52K	0.01%
Envestnet Portfolio Solutions, Inc.	7.44K	Jun 30, 26	+523	0.01%
Kingsview Wealth Management, LLC	7.01K	Jun 30, 26	+7.01K	0.01%
Dean, Jacobson Financial Services, LLC	6.56K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	6.42K	Jun 30, 26	+6.42K	0.00%
Bank of New York Mellon Corp	6.25K	Jun 30, 26	+6.25K	0.00%
HARBOUR INVESTMENTS, INC.	6.04K	Jun 30, 26	+809	0.00%
Perigon Wealth Management, LLC	5.95K	Jun 30, 26	-1.35K	0.00%
BostonPremier Wealth LLC	5.76K	Jun 30, 26	-250	0.00%
BARNES PETTEY FINANCIAL ADVISORS, LLC	5.27K	Jun 30, 26	--	0.00%
Concentrum Wealth Management	5.00K	Jun 30, 26	+5.00K	0.00%
Copley Financial Group, Inc.	4.96K	Jun 30, 26	-1.07K	0.00%
Foundations Investment Advisors, LLC	4.92K	Jun 30, 26	+4.92K	0.00%
SageView Advisory Group, LLC	4.91K	Jun 30, 26	+4.91K	0.00%
COLDSTREAM CAPITAL MANAGEMENT INC	4.91K	Jun 30, 26	-1.89K	0.00%
TCFG Investment Advisors, LLC	4.67K	Jun 30, 26	+4.67K	0.00%
Graney & King, LLC	3.77K	Jun 30, 26	-1.72K	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	2.46K	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	2.28K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	1.94K	Jun 30, 26	+1.01K	0.00%
PRIVATE TRUST CO NA	1.72K	Jun 30, 26	+235	0.00%
Community Financial Services Group, LLC	1.44K	Jun 30, 26	+1.44K	0.00%
Larson Financial Group LLC	1.43K	Jun 30, 26	--	0.00%
Allworth Financial LP	1.42K	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	1.13K	Jun 30, 26	+1.13K	0.00%
Comprehensive Financial Planning, Inc./PA	1.02K	Jun 30, 26	+1	0.00%
TRUST CO OF VERMONT	893	Jun 30, 26	+893	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	758	Jun 30, 26	--	0.00%
Archer Investment Corp	649	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	333	Jun 30, 26	+1	0.00%
BAYBAN	313	Jun 30, 26	--	0.00%
Richardson Capital Management LLC	276	Jun 30, 26	--	0.00%
ASSETMARK, INC	224	Jun 30, 26	+107	0.00%
Rockefeller Capital Management L.P.	208	Jun 30, 26	-129	0.00%
CoreCap Advisors, LLC	106	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	102	Jun 30, 26	+102	0.00%
MERCER GLOBAL ADVISORS INC /ADV	89	Jun 30, 26	+89	0.00%
Kingdom Financial Group LLC.	64	Jun 30, 26	+64	0.00%
BARRETT & COMPANY, INC.	30	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	5	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	--	Jun 30, 26	-79	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-7.03K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-42.01K	--
Indiana Trust & Investment Management CO	--	Jun 30, 26	-418	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-36.50K	--
POM Investment Strategies, LLC	--	Jun 30, 26	-856	--
AIRE ADVISORS, LLC	--	Jun 30, 26	-6.40K	--
Apollon Financial, LLC	--	Jun 30, 26	-6.10K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-92	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-6.30K	--
MAI Capital Management	--	Jun 30, 26	-920	--
Independent Advisor Alliance	--	Jun 30, 26	-327.45K	--
CWM, LLC	4.23K	Mar 31, 26	-432	0.00%
COMERICA BANK	5.81K	Dec 31, 25	+6	0.00%
AVANTAX ADVISORY SERVICES, INC.	220.97K	Jun 30, 25	+140.18K	0.16%
Congress Wealth Management LLC / DE /	99.28K	Jun 30, 25	+9.27K	0.07%
Atria Wealth Solutions, Inc.	55.10K	Jun 30, 25	+21.11K	0.04%
Capital Market Strategies LLC	10.56K	Jun 30, 25	+10.56K	0.01%
Tyler-Stone Wealth Management	10.26K	Jun 30, 25	+100	0.01%
Bison Wealth, LLC	6.85K	Dec 31, 24	+6.85K	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-44.55K	--
Raymond James Financial Services Advisors, Inc.	960.04K	Sep 30, 24	+644.07K	0.72%
RAYMOND JAMES & ASSOCIATES	274.99K	Sep 30, 24	+30.11K	0.20%
Aspire Wealth Management Corp	31.28K	Sep 30, 24	+14.28K	0.02%
RAYMOND JAMES TRUST N.A.	7.74K	Sep 30, 24	+700	0.01%
Cetera Advisor Networks LLC	9.44K	Mar 31, 24	+9.44K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	17.67K	Sep 30, 23	+3.25K	0.01%
American Portfolios Advisors	1.05K	Sep 30, 22	+1.05K	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

21.70M

Jun 30, 26

+1.63M

16.17%

AMERIPRISE FINANCIAL INC

14.86M

Jun 30, 26

-209.89K

11.07%

MORGAN STANLEY

7.05M

Jun 30, 26

+850.15K

5.26%

RAYMOND JAMES FINANCIAL INC

5.88M

Jun 30, 26

+209.71K

4.38%

BANK OF AMERICA CORP /DE/

5.25M

Jun 30, 26

-401.25K

3.91%

COMMONWEALTH EQUITY SERVICES, LLC

3.61M

Jun 30, 26

+350.33K

2.69%

ADVISOR GROUP HOLDINGS, INC.

3.28M

Jun 30, 26

+241.82K

2.44%

WELLS FARGO & COMPANY/MN

2.88M

Jun 30, 26

+410.80K

2.15%

Gradient Investments LLC

2.41M

Jun 30, 26

+91.00K

1.80%

Bogart Wealth, LLC

2.34M

Jun 30, 26

+52.60K

1.74%

Fundamentum, LLC

2.14M

Jun 30, 26

+37.53K

1.59%

Ameritas Advisory Services, LLC

1.68M

Jun 30, 26

+980.39K

1.25%

Amplius Wealth Advisors, LLC

1.68M

Jun 30, 26

+12.12K

1.25%

Stratos Wealth Partners, LTD.

1.66M

Jun 30, 26

+97.10K

1.24%

Cetera Investment Advisers

1.48M

Jun 30, 26

+45.88K

1.10%

Drake & Associates, LLC

1.25M

Jun 30, 26

+92.01K

0.93%

Scarborough Advisors, LLC

1.20M

Jun 30, 26

+664.36K

0.90%

DAYMARK WEALTH PARTNERS, LLC

1.13M

Jun 30, 26

+160.60K

0.84%

ROYAL BANK OF CANADA

1.12M

Jun 30, 26

-55.10K

0.83%

JPMORGAN CHASE & CO

1.05M

Jun 30, 26

+155.42K

0.78%

Mason & Associates Inc

1.01M

Jun 30, 26

-25.29K

0.75%

JONES FINANCIAL COMPANIES LLLP

1.00M

Jun 30, 26

+126.88K

0.75%

UBS Group AG

864.33K

Jun 30, 26

+15.42K

0.64%

Spectrum Wealth Advisory Group, LLC

856.94K

Jun 30, 26

+27.82K

0.64%

Stadion Money Management, LLC

791.17K

Jun 30, 26

-20.50K

0.59%

BlueStem Wealth Partners, LLC

765.76K

Jun 30, 26

-96.52K

0.57%

Three Cord True Wealth Management, LLC

707.54K

Jun 30, 26

+41.75K

0.53%

KWB Wealth

635.71K

Jun 30, 26

+148.68K

0.47%

MML INVESTORS SERVICES, LLC

595.28K

Jun 30, 26

+117.44K

0.44%

Trajan Wealth LLC

533.75K

Jun 30, 26

+2.84K

0.40%

Gladstone Institutional Advisory LLC

532.30K

Jun 30, 26

+76.66K

0.40%

Tower Wealth Partners, Inc.

511.31K

Jun 30, 26

+5.23K

0.38%

Retirement Management Systems Inc.

493.26K

Jun 30, 26

+32.46K

0.37%

SUN LIFE FINANCIAL INC

478.02K

Jun 30, 26

+478.02K

0.36%

ARQ WEALTH ADVISORS, LLC

468.51K

Jun 30, 26

+131.47K

0.35%

CENTAURUS FINANCIAL, INC.

467.53K

Jun 30, 26

-2.69K

0.35%

Heck Capital Advisors, LLC

436.20K

Jun 30, 26

+6.27K

0.33%

KESTRA PRIVATE WEALTH SERVICES, LLC

432.45K

Jun 30, 26

+14.88K

0.32%

Essex Financial Services, Inc.

391.78K

Jun 30, 26

-30.43K

0.29%

Kestra Advisory Services, LLC

380.35K

Jun 30, 26

+7.46K

0.28%

STIFEL FINANCIAL CORP

353.99K

Jun 30, 26

+6.78K

0.26%

IAG Wealth Partners, LLC

347.44K

Jun 30, 26

+9.46K

0.26%

Cambridge Investment Research Advisors, Inc.

340.47K

Jun 30, 26

+33.98K

0.25%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

272.05K

Jun 30, 26

+28.81K

0.20%

Pine Valley Investments Ltd Liability Co

259.03K

Jun 30, 26

+15.45K

0.19%

Bensler, LLC

248.40K

Jun 30, 26

+3.08K

0.19%

CITIGROUP INC

237.57K

Jun 30, 26

+47.03K

0.18%

Whitaker-Myers Wealth Managers, LTD.

236.46K

Jun 30, 26

+26.00K

0.18%

Snider Financial Group

225.70K

Jun 30, 26

+18.01K

0.17%

DAVENPORT & Co LLC

223.94K

Jun 30, 26

+41.64K

0.17%

LEAVELL INVESTMENT MANAGEMENT, INC.

213.30K

Jun 30, 26

+23.65K

0.16%

WealthCare Investment Partners, LLC

197.88K

Jun 30, 26

+23.11K

0.15%

Atria Investments, Inc

195.44K

Jun 30, 26

+3.03K

0.15%

BYRNE FINANCIAL FREEDOM, LLC

192.41K

Jun 30, 26

+1.90K

0.14%

Pensionmark Financial Group, LLC

187.69K

Jun 30, 26

0.14%

DAGCO, INC.

180.12K

Jun 30, 26

+52.02K

0.13%

Private Advisor Group, LLC

176.42K

Jun 30, 26

-32

0.13%

RETIREMENT PLANNING GROUP, LLC / NY

171.66K

Jun 30, 26

+26.31K

0.13%

Steward Partners Investment Advisory, LLC

146.37K

Jun 30, 26

+4.13K

0.11%

Janney Montgomery Scott LLC

144.26K

Jun 30, 26

+19.10K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

139.88K

Jun 30, 26

-204.84K

0.10%

Western Wealth Management, LLC

138.49K

Jun 30, 26

+1.68K

0.10%

ENVESTNET ASSET MANAGEMENT INC

136.77K

Jun 30, 26

+17.65K

0.10%

USAdvisors Wealth Management, LLC

133.07K

Jun 30, 26

-6.67K

0.10%

Sovran Advisors, LLC

121.01K

Jun 30, 26

+8.39K

0.09%

R2 Capital Strategies, LLC

120.86K

Jun 30, 26

+120.86K

0.09%

Alchemi Wealth, LLC

118.44K

Jun 30, 26

+6.70K

0.09%

Brown Financial Advisors

114.94K

Jun 30, 26

+144

0.09%

RDA Financial Network

108.52K

Jun 30, 26

+3.82K

0.08%

Fermata Advisors, LLC

94.48K

Jun 30, 26

-1.37K

0.07%

Equitable Holdings, Inc.

93.40K

Jun 30, 26

+12.69K

0.07%

Paladin Wealth, LLC

93.15K

Jun 30, 26

+8.31K

0.07%

Sanctuary Advisors, LLC

90.47K

Jun 30, 26

+4.59K

0.07%

Fidelis Capital Partners, LLC

81.62K

Jun 30, 26

+8.40K

0.06%

SILVER OAK SECURITIES, INCORPORATED

81.14K

Jun 30, 26

-2.57K

0.06%

SPIREPOINT PRIVATE CLIENT, LLC

75.42K

Jun 30, 26

+1.86K

0.06%

PRINCIPAL SECURITIES, INC.

71.22K

Jun 30, 26

+7.42K

0.05%

KPP Advisory Services LLC

64.32K

Jun 30, 26

-201

0.05%

Mattson Financial Services, LLC

60.92K

Jun 30, 26

+1.42K

0.05%

Dana Investment Advisors, Inc.

60.90K

Jun 30, 26

+10.53K

0.05%

LM Advisors LLC

58.03K

Jun 30, 26

+58.03K

0.04%

Paragon Private Wealth Management, LLC

57.23K

Jun 30, 26

-9.58K

0.04%

First Growth Capital LLC

55.37K

Jun 30, 26

-313

0.04%

SMITH SHELLNUT WILSON LLC /ADV

53.52K

Jun 30, 26

+5.59K

0.04%

TRUIST FINANCIAL CORP

51.80K

Jun 30, 26

-44

0.04%

THOROUGHBRED FINANCIAL SERVICES, LLC

51.59K

Jun 30, 26

+4.64K

0.04%

IFP Advisors, Inc

51.47K

Jun 30, 26

+51.35K

0.04%

Prosperity Financial Group, Inc.

51.26K

Jun 30, 26

+694

0.04%

Gateway Wealth Partners, LLC

50.73K

Jun 30, 26

+50.73K

0.04%

Summit Financial, LLC

45.62K

Jun 30, 26

+12.51K

0.03%

NATIXIS ADVISORS, L.P.

44.84K

Jun 30, 26

+8.01K

0.03%

Pines Wealth Management, LLC

44.33K

Jun 30, 26

+3.17K

0.03%

Integrated Wealth Concepts LLC

39.75K

Jun 30, 26

+33.20K

0.03%

Axis Wealth Partners, LLC

35.10K

Jun 30, 26

-1.36K

0.03%

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

33.31K

Jun 30, 26

+1.40K

0.02%

NewEdge Advisors, LLC

32.07K

Jun 30, 26

+18.44K

0.02%

Lakeridge Wealth Management LLC

30.18K

Jun 30, 26

+2.64K

0.02%

Inscription Capital, LLC

28.97K

Jun 30, 26

-17.61K

0.02%

Cornerstone Wealth Management, LLC

28.89K

Jun 30, 26

+4.22K

0.02%

Mariner, LLC

28.43K

Jun 30, 26

-21.18K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

27.03K

Jun 30, 26

+864

0.02%

Riverbend Wealth Management, LLC

24.57K

Jun 30, 26

+849

0.02%

Farther Finance Advisors, LLC

23.78K

Jun 30, 26

+23.63K

0.02%

MMA ASSET MANAGEMENT LLC

22.98K

Jun 30, 26

-1.50K

0.02%

Morey & Quinn Wealth Partners, LLC

22.98K

Jun 30, 26

+647

0.02%

DENVER WEALTH MANAGEMENT, INC.

22.26K

Jun 30, 26

+384

0.02%

MGO ONE SEVEN LLC

20.79K

Jun 30, 26

+20.79K

0.02%

Palumbo Wealth Management LLC

20.45K

Jun 30, 26

+351

0.02%

HBW Advisory Services LLC

20.42K

Jun 30, 26

-2.24K

0.02%

PCA Investment Advisory Services Inc.

19.41K

Jun 30, 26

+200

0.01%

Equity Wealth Partners, LLC

18.29K

Jun 30, 26

-2.00K

0.01%

Comprehensive Financial Consultants Institutional, Inc.

16.91K

Jun 30, 26

+2.21K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

16.53K

Jun 30, 26

+1.73K

0.01%

HB Wealth Management, LLC

16.09K

Jun 30, 26

+16.09K

0.01%

Sigma Planning Corp

15.41K

Jun 30, 26

+518

0.01%

Richmond Investment Services, LLC

15.08K

Jun 30, 26

-53.55K

0.01%

Advisory Services Network, LLC

14.97K

Jun 30, 26

+5.16K

0.01%

Van Diest Capital, LLC

14.84K

Jun 30, 26

+14.84K

0.01%

Redhawk Wealth Advisors, Inc.

14.70K

Jun 30, 26

-8.82K

0.01%

MONECO Advisors, LLC

14.58K

Jun 30, 26

+4.96K

0.01%

FMR LLC

14.49K

Jun 30, 26

+2.17K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

14.41K

Jun 30, 26

-307

0.01%

Stratos Wealth Advisors, LLC

13.95K

Jun 30, 26

+3.28K

0.01%

Medallion Wealth Advisors, LLC

13.77K

Jun 30, 26

+3.13K

0.01%

XTX Topco Ltd

13.67K

Jun 30, 26

+13.67K

0.01%

Qube Research & Technologies Ltd

13.36K

Jun 30, 26

+13.36K

0.01%

Colony Group, LLC

13.33K

Jun 30, 26

0.01%

Oxinas Partners Wealth Management LLC

13.15K

Jun 30, 26

-7.55K

0.01%

RiverTree Advisors, LLC

13.11K

Jun 30, 26

+302

0.01%

Gotham Asset Management, LLC

13.09K

Jun 30, 26

0.01%

Creative Planning

13.01K

Jun 30, 26

+1.75K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

11.56K

Jun 30, 26

-373

0.01%

Ausdal Financial Partners, Inc.

11.26K

Jun 30, 26

+2.63K

0.01%

Empirical Asset Management, LLC

10.39K

Jun 30, 26

-589

0.01%

John W. Brooker & Co., CPAs

10.20K

Jun 30, 26

+1.79K

0.01%

Avestar Capital, LLC

10.14K

Jun 30, 26

+10.14K

0.01%

Cedrus Wealth Group LLC

10.10K

Jun 30, 26

-9.92K

0.01%

Visionary Wealth Advisors

9.33K

Jun 30, 26

+760

0.01%

Balance Wealth, LLC

8.71K

Jun 30, 26

-638

0.01%

D. E. Shaw & Co., Inc.

8.55K

Jun 30, 26

+845

0.01%

Regatta Research & Money Management

8.44K

Jun 30, 26

+8.44K

0.01%

A4 Wealth Advisors LLC

8.21K

Jun 30, 26

-8.64K

0.01%

JANE STREET GROUP, LLC

8.14K

Jun 30, 26

-40.04K

0.01%

FIFTH THIRD BANCORP

7.97K

Jun 30, 26

-24

0.01%

Keystone Financial Services, LLC

7.94K

Jun 30, 26

+214

0.01%

Archford Capital Strategies, LLC

7.73K

Jun 30, 26

-54

0.01%

Clark Capital Management Group, Inc.

7.67K

Jun 30, 26

0.01%

Trexquant Investment LP

7.52K

Jun 30, 26

+7.52K

0.01%

Envestnet Portfolio Solutions, Inc.

7.44K

Jun 30, 26

+523

0.01%

Kingsview Wealth Management, LLC

7.01K

Jun 30, 26

+7.01K

0.01%

Dean, Jacobson Financial Services, LLC

6.56K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

6.42K

Jun 30, 26

+6.42K

0.00%

Bank of New York Mellon Corp

6.25K

Jun 30, 26

+6.25K

0.00%

HARBOUR INVESTMENTS, INC.

6.04K

Jun 30, 26

+809

0.00%

Perigon Wealth Management, LLC

5.95K

Jun 30, 26

-1.35K

0.00%

BostonPremier Wealth LLC

5.76K

Jun 30, 26

-250

0.00%

BARNES PETTEY FINANCIAL ADVISORS, LLC

5.27K

Jun 30, 26

0.00%

Concentrum Wealth Management

5.00K

Jun 30, 26

+5.00K

0.00%

Copley Financial Group, Inc.

4.96K

Jun 30, 26

-1.07K

0.00%

Foundations Investment Advisors, LLC

4.92K

Jun 30, 26

+4.92K

0.00%

SageView Advisory Group, LLC

4.91K

Jun 30, 26

+4.91K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

4.91K

Jun 30, 26

-1.89K

0.00%

TCFG Investment Advisors, LLC

4.67K

Jun 30, 26

+4.67K

0.00%

Graney & King, LLC

3.77K

Jun 30, 26

-1.72K

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

2.46K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

2.28K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

1.94K

Jun 30, 26

+1.01K

0.00%

PRIVATE TRUST CO NA

1.72K

Jun 30, 26

+235

0.00%

Community Financial Services Group, LLC

1.44K

Jun 30, 26

+1.44K

0.00%

Larson Financial Group LLC

1.43K

Jun 30, 26

0.00%

Allworth Financial LP

1.42K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

1.13K

Jun 30, 26

+1.13K

0.00%

Comprehensive Financial Planning, Inc./PA

1.02K

Jun 30, 26

0.00%

TRUST CO OF VERMONT

893

Jun 30, 26

+893

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

758

Jun 30, 26

0.00%

Archer Investment Corp

649

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

333

Jun 30, 26

0.00%

BAYBAN

313

Jun 30, 26

0.00%

Richardson Capital Management LLC

276

Jun 30, 26

0.00%

ASSETMARK, INC

224

Jun 30, 26

+107

0.00%

Rockefeller Capital Management L.P.

208

Jun 30, 26

-129

0.00%

CoreCap Advisors, LLC

106

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

102

Jun 30, 26

+102

0.00%

MERCER GLOBAL ADVISORS INC /ADV

Jun 30, 26

+89

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

+64

0.00%

BARRETT & COMPANY, INC.

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

-79

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-7.03K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-42.01K

Indiana Trust & Investment Management CO

Jun 30, 26

-418

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-36.50K

POM Investment Strategies, LLC

Jun 30, 26

-856

AIRE ADVISORS, LLC

Jun 30, 26

-6.40K

Apollon Financial, LLC

Jun 30, 26

-6.10K

Russell Investments Group, Ltd.

Jun 30, 26

-92

CITADEL ADVISORS LLC

Jun 30, 26

-6.30K

MAI Capital Management

Jun 30, 26

-920

Independent Advisor Alliance

Jun 30, 26

-327.45K

CWM, LLC

4.23K

Mar 31, 26

-432

0.00%

COMERICA BANK

5.81K

Dec 31, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

220.97K

Jun 30, 25

+140.18K

0.16%

Congress Wealth Management LLC / DE /

99.28K

Jun 30, 25

+9.27K

0.07%

Atria Wealth Solutions, Inc.

55.10K

Jun 30, 25

+21.11K

0.04%

Capital Market Strategies LLC

10.56K

Jun 30, 25

+10.56K

0.01%

Tyler-Stone Wealth Management

10.26K

Jun 30, 25

+100

0.01%

Bison Wealth, LLC

6.85K

Dec 31, 24

+6.85K

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-44.55K

Raymond James Financial Services Advisors, Inc.

960.04K

Sep 30, 24

+644.07K

0.72%

RAYMOND JAMES & ASSOCIATES

274.99K

Sep 30, 24

+30.11K

0.20%

Aspire Wealth Management Corp

31.28K

Sep 30, 24

+14.28K

0.02%

RAYMOND JAMES TRUST N.A.

7.74K

Sep 30, 24

+700

0.01%

Cetera Advisor Networks LLC

9.44K

Mar 31, 24

+9.44K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

17.67K

Sep 30, 23

+3.25K

0.01%

American Portfolios Advisors

1.05K

Sep 30, 22

+1.05K

0.00%