iShares Mortgage Real Estate ETF(REM)

$21.78—Stale · unknown old

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iShares Mortgage Real Estate ETF(REM)

USBATS • Last print unknown ago

$21.78—Stale · unknown old

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REM(REM)

REM

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

Institutional Ownership

Top 186 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLS FARGO & COMPANY/MN	1.11M	Jun 30, 26	+34.92K	4.39%
MORGAN STANLEY	1.06M	Jun 30, 26	+75.30K	4.20%
BNP PARIBAS ARBITRAGE, SNC	786.00K	Jun 30, 26	-311.50K	3.10%
EVERGREEN CAPITAL MANAGEMENT LLC	672.35K	Jun 30, 26	+5.69K	2.65%
BANK OF AMERICA CORP /DE/	591.34K	Jun 30, 26	+7.02K	2.33%
Bank of New York Mellon Corp	588.51K	Jun 30, 26	-3.13K	2.32%
AdvisorNet Financial, Inc	343.00K	Jun 30, 26	+54.53K	1.35%
ADVISOR GROUP HOLDINGS, INC.	331.64K	Jun 30, 26	-21.59K	1.31%
LPL Financial LLC	259.38K	Jun 30, 26	-81.05K	1.02%
AMERIPRISE FINANCIAL INC	207.31K	Jun 30, 26	+2.94K	0.82%
Foundations Investment Advisors, LLC	201.62K	Jun 30, 26	-26.65K	0.80%
VisionPoint Advisory Group, LLC	201.16K	Jun 30, 26	-7.63K	0.79%
Point Nemo Capital, LLC	183.21K	Jun 30, 26	+183.21K	0.72%
INDEPENDENT FINANCIAL GROUP, LLC	175.51K	Jun 30, 26	+20.00K	0.69%
ENVESTNET ASSET MANAGEMENT INC	169.65K	Jun 30, 26	+10.91K	0.67%
Paradigm Financial Partners, LLC	138.99K	Jun 30, 26	+138.99K	0.55%
Mount Lucas Management LP	137.84K	Jun 30, 26	+74.82K	0.54%
RAYMOND JAMES FINANCIAL INC	130.70K	Jun 30, 26	+5.43K	0.52%
MML INVESTORS SERVICES, LLC	123.57K	Jun 30, 26	+34.60K	0.49%
Cetera Investment Advisers	122.33K	Jun 30, 26	+7.42K	0.48%
UBS Group AG	118.14K	Jun 30, 26	-240	0.47%
BRIDGES INVESTMENT MANAGEMENT INC	95.08K	Jun 30, 26	-544	0.38%
HARBOUR INVESTMENTS, INC.	87.70K	Jun 30, 26	-3.48K	0.35%
ROYAL BANK OF CANADA	85.99K	Jun 30, 26	-28.40K	0.34%
Tower Research Capital LLC (TRC)	59.60K	Jun 30, 26	+53.38K	0.24%
Invst, LLC	57.60K	Jun 30, 26	+7.66K	0.23%
D. E. Shaw & Co., Inc.	56.31K	Jun 30, 26	+56.31K	0.22%
JANE STREET GROUP, LLC	54.69K	Jun 30, 26	+54.69K	0.22%
Arlington Capital Management, Inc.	50.89K	Jun 30, 26	+3.68K	0.20%
TRUIST FINANCIAL CORP	50.14K	Jun 30, 26	+7.42K	0.20%
IHT Wealth Management, LLC	48.27K	Jun 30, 26	-1.38K	0.19%
Toroso Investments, LLC	45.92K	Jun 30, 26	+3.38K	0.18%
Janney Montgomery Scott LLC	41.44K	Jun 30, 26	-1.20K	0.16%
Cambridge Investment Research Advisors, Inc.	40.65K	Jun 30, 26	+741	0.16%
FIRST FOUNDATION ADVISORS	39.96K	Jun 30, 26	-2.52K	0.16%
Man Group plc	39.51K	Jun 30, 26	--	0.16%
Aster Capital Management (DIFC) Ltd	35.73K	Jun 30, 26	+35.73K	0.14%
Allspring Global Investments Holdings, LLC	34.20K	Jun 30, 26	+3.60K	0.14%
PARK AVENUE SECURITIES LLC	30.41K	Jun 30, 26	+4.60K	0.12%
Capital Investment Advisors, LLC	30.13K	Jun 30, 26	-328	0.12%
CHOREO, LLC	29.47K	Jun 30, 26	-6.82K	0.12%
CAPTRUST FINANCIAL ADVISORS	28.73K	Jun 30, 26	-7.93K	0.11%
Simplicity Wealth,LLC	27.90K	Jun 30, 26	+27.90K	0.11%
Wealthfront Advisers LLC	24.83K	Jun 30, 26	+1.45K	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	24.76K	Jun 30, 26	+254	0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC	24.59K	Jun 30, 26	-635	0.10%
MANNING & NAPIER ADVISORS LLC	24.36K	Jun 30, 26	-3.87K	0.10%
GOLDMAN SACHS GROUP INC	24.23K	Jun 30, 26	-38.35K	0.10%
Kestra Advisory Services, LLC	23.85K	Jun 30, 26	-7.03K	0.09%
AE Wealth Management LLC	23.45K	Jun 30, 26	+5.82K	0.09%
Sumitomo Mitsui Trust Group, Inc.	23.39K	Jun 30, 26	-1.83K	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	22.92K	Jun 30, 26	--	0.09%
Mariner, LLC	22.85K	Jun 30, 26	+3.88K	0.09%
CreativeOne Wealth, LLC	20.51K	Jun 30, 26	+258	0.08%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	20.44K	Jun 30, 26	+3.61K	0.08%
Wealthcare Advisory Partners LLC	20.28K	Jun 30, 26	-34	0.08%
AlphaCentric Advisors LLC	20.23K	Jun 30, 26	+11.14K	0.08%
STIFEL FINANCIAL CORP	19.95K	Jun 30, 26	-28.44K	0.08%
CITIGROUP INC	19.20K	Jun 30, 26	+644	0.08%
Antonelli Financial Advisors, LLC	18.56K	Jun 30, 26	-1.84K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.98K	Jun 30, 26	-9.01K	0.07%
Mutual Advisors, LLC	16.15K	Jun 30, 26	--	0.06%
Cascade Financial Partners, LLC	14.45K	Jun 30, 26	--	0.06%
FIFTH THIRD BANCORP	13.39K	Jun 30, 26	--	0.05%
J.W. COLE ADVISORS, INC.	13.32K	Jun 30, 26	-1.40K	0.05%
Fortitude Family Office, LLC	12.65K	Jun 30, 26	+3.30K	0.05%
NBC SECURITIES, INC.	12.45K	Jun 30, 26	+1.21K	0.05%
FWL INVESTMENT MANAGEMENT, LLC	12.10K	Jun 30, 26	-2.06K	0.05%
Endowment Wealth Management, Inc.	11.39K	Jun 30, 26	-1.21K	0.04%
Ethos Financial Group, LLC	11.28K	Jun 30, 26	--	0.04%
Sage Advisory Services, Ltd.Co.	10.38K	Jun 30, 26	--	0.04%
PRELUDE CAPITAL MANAGEMENT, LLC	10.00K	Jun 30, 26	-21.00K	0.04%
Brookstone Capital Management	9.98K	Jun 30, 26	-1.38K	0.04%
INSIGNEO ADVISORY SERVICES, LLC	9.47K	Jun 30, 26	+9.47K	0.04%
IFP Advisors, Inc	9.41K	Jun 30, 26	-523	0.04%
Global Retirement Partners, LLC	9.19K	Jun 30, 26	+9.19K	0.04%
Advyzon Investment Management, LLC	9.12K	Jun 30, 26	+9.12K	0.04%
Rockefeller Capital Management L.P.	8.26K	Jun 30, 26	-187	0.03%
SIMPLEX TRADING, LLC	7.68K	Jun 30, 26	+7.68K	0.03%
US BANCORP \DE\	7.03K	Jun 30, 26	+50	0.03%
Triumph Capital Management	5.49K	Jun 30, 26	+264	0.02%
MERCER GLOBAL ADVISORS INC /ADV	2.71K	Jun 30, 26	+2.71K	0.01%
EFG International AG	2.00K	Jun 30, 26	--	0.01%
FMR LLC	1.95K	Jun 30, 26	+1.36K	0.01%
Synergy Investment Management, LLC	1.68K	Jun 30, 26	+24	0.01%
JPMORGAN CHASE & CO	1.50K	Jun 30, 26	-35	0.01%
Sunrise Financial Services, LLC	1.17K	Jun 30, 26	-33	0.00%
Purpose Unlimited Inc.	1.15K	Jun 30, 26	-121	0.00%
Miller Global Investments, LLC	1.08K	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	786	Jun 30, 26	--	0.00%
Transce3nd, LLC	737	Jun 30, 26	-10	0.00%
ORG Wealth Partners, LLC	589	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	487	Jun 30, 26	-5.63K	0.00%
FAS Wealth Partners, Inc.	422	Jun 30, 26	--	0.00%
CX Institutional	395	Jun 30, 26	-4	0.00%
BRYN MAWR TRUST Co	375	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	336	Jun 30, 26	+336	0.00%
Integrated Wealth Concepts LLC	300	Jun 30, 26	+300	0.00%
Silver Grove Financial Group, Inc.	274	Jun 30, 26	+274	0.00%
Federation des caisses Desjardins du Quebec	265	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	247	Jun 30, 26	--	0.00%
Investors Research Corp	178	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	163	Jun 30, 26	+4	0.00%
PRIVATE TRUST CO NA	150	Jun 30, 26	--	0.00%
Spire Wealth Management	96	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	91	Jun 30, 26	--	0.00%
Allworth Financial LP	74	Jun 30, 26	+2	0.00%
NATIONAL BANK OF CANADA /FI/	71	Jun 30, 26	+71	0.00%
VALLEY NATIONAL ADVISERS INC	63	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	50	Jun 30, 26	--	0.00%
Virtus ETF Advisers LLC	24	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	12	Jun 30, 26	-6	0.00%
SRS Capital Advisors, Inc.	3	Jun 30, 26	+1	0.00%
Soltis Investment Advisors LLC	--	Jun 30, 26	-25.25K	--
Golden State Equity Partners	--	Jun 30, 26	-21.30K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-60	--
Cynosure Group, LLC	--	Jun 30, 26	-131.60K	--
MAI Capital Management	--	Jun 30, 26	-1.59K	--
Lido Advisors, LLC	--	Jun 30, 26	-13.14K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.60K	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-2.00K	--
MCF Advisors LLC	--	Jun 30, 26	-6.45K	--
Quantinno Capital Management LP	--	Jun 30, 26	-9.98K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-4.24K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.71K	--
WealthShield Partners, LLC	--	Jun 30, 26	-1.00K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-33.95K	--
Private Advisor Group, LLC	--	Jun 30, 26	-17.30K	--
Proficio Capital Partners LLC	--	Jun 30, 26	-48.84K	--
SILVER OAK SECURITIES, INCORPORATED	--	Jun 30, 26	-9.91K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-84.53K	--
Anfield Capital Management, LLC	8.05K	Mar 31, 26	+8.05K	0.03%
CWM, LLC	1.75K	Mar 31, 26	-110	0.01%
Anchor Investment Management, LLC	200	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	--	Mar 31, 26	-3.54K	--
COMERICA BANK	14.27K	Dec 31, 25	-613	0.06%
Litman Gregory Wealth Management LLC	25	Dec 31, 25	+25	0.00%
Glenmede Investment Management, LP	34.56K	Sep 30, 25	+34.56K	0.14%
NAPA WEALTH MANAGEMENT	21.73K	Sep 30, 25	-460	0.09%
AVANTAX ADVISORY SERVICES, INC.	24.69K	Jun 30, 25	-7.25K	0.10%
Copperwynd Financial, LLC	--	Jun 30, 25	-113.51K	--
Sanctuary Wealth Management, L.L.C.	820	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	115.17K	Sep 30, 24	+50.64K	0.45%
Raymond James Financial Services Advisors, Inc.	79.96K	Sep 30, 24	+64.24K	0.32%
BlackRock Inc.	--	Jun 30, 24	-270.12K	--
Highlander Capital Management, LLC	410	Mar 31, 24	--	0.00%
Retirement Group, LLC	31	Mar 31, 24	--	0.00%
Cutler Group LLC / CA	--	Mar 31, 24	-3.93K	--
PATHSTONE FAMILY OFFICE, LLC	15.54K	Sep 30, 23	--	0.06%
Claybrook Capital, LLC	12.52K	Sep 30, 23	--	0.05%
BDO Wealth Advisors, LLC	97.45K	Jun 30, 23	-3.59K	0.38%
CFO4Life, L.P.	12.89K	Dec 31, 22	+12.89K	0.05%
American Portfolios Advisors	3.99K	Sep 30, 22	-143	0.02%
KARLINSKI ANDREW C	262	Sep 30, 22	--	0.00%
NEXT Financial Group, Inc	3.02K	Dec 31, 21	-1.61K	0.01%
REILLY FINANCIAL ADVISORS, LLC	950	Dec 31, 21	+450	0.00%
NorthCoast Asset Management LLC	14.41K	Sep 30, 21	--	0.06%
Sonora Investment Management, LLC	1.09K	Sep 30, 21	--	0.00%
FormulaFolio Investments, LLC	9.32K	Jun 30, 21	--	0.04%
ROWLAND CARMICHAEL ADVISORS INC /ADV	5.80K	Dec 31, 20	-3.66K	0.02%
Reby Advisors, LLC	959	Dec 31, 20	+959	0.00%
First Allied Advisory Services, Inc.	13.00K	Sep 30, 20	-1.11K	0.05%
Price Wealth, LLC	4.70K	Sep 30, 20	+4.70K	0.02%
TCG Advisors, LP	--	Sep 30, 20	-36.41K	--
FIDUCIARY TRUST INTERNATIONAL LLC	8.51K	Jun 30, 20	+8.51K	0.03%
Willingdon Wealth Management	--	Mar 31, 20	-3.08K	--
Advisor Group, Inc.	76.58K	Dec 31, 19	+5.55K	0.30%
LADENBURG THALMANN FINANCIAL SERVICES INC.	72.78K	Dec 31, 19	+2.92K	0.29%
BB&T SECURITIES, LLC	11.26K	Sep 30, 19	+2.59K	0.04%
AVIANCE CAPITAL MANAGEMENT, LLC	13.03K	Mar 31, 19	+3.05K	0.05%
NEXT Financial Holdings	853	Mar 31, 19	+853	0.00%
Patriot Wealth Management, Inc.	93.09K	Dec 31, 18	+8.14K	0.37%
COMERICA SECURITIES INC	24.71K	Dec 31, 18	+24.71K	0.10%
Laurel Grove Capital, LLC	13.65K	Sep 30, 18	+375	0.05%
Vestpro Financial Partners, Inc. dba CPF Texas	137	Sep 30, 18	+137	0.00%
AHL Partners LLP	164.68K	Dec 31, 17	+164.68K	0.65%
IFC Holdings Incorporated/FL	9.48K	Dec 31, 17	+3.54K	0.04%
NATIONAL PLANNING CORP	--	Dec 31, 17	-18.26K	--
Smith Affiliated Capital Corp.	3.03K	Sep 30, 17	--	0.01%
Virtu KCG Holdings LLC	35.98K	Jun 30, 17	+35.98K	0.14%
Commonwealth Equity Services, Inc	15.03K	Jun 30, 17	+2.90K	0.06%
BlackRock Fund Advisors	957.15K	Dec 31, 16	+957.15K	3.78%
Braver Wealth Management, LLC	153.75K	Dec 31, 16	+153.75K	0.61%
MSI Financial Services Inc	34.93K	Dec 31, 16	+34.93K	0.14%
INTEGRATED WEALTH COUNSEL, LLC	13.36K	Dec 31, 16	+13.36K	0.05%
HIGH POINT BANK & TRUST CO	550	Dec 31, 16	+550	0.00%

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Holder

Date

Change

% Held

WELLS FARGO & COMPANY/MN

1.11M

Jun 30, 26

+34.92K

4.39%

MORGAN STANLEY

1.06M

Jun 30, 26

+75.30K

4.20%

BNP PARIBAS ARBITRAGE, SNC

786.00K

Jun 30, 26

-311.50K

3.10%

EVERGREEN CAPITAL MANAGEMENT LLC

672.35K

Jun 30, 26

+5.69K

2.65%

BANK OF AMERICA CORP /DE/

591.34K

Jun 30, 26

+7.02K

2.33%

Bank of New York Mellon Corp

588.51K

Jun 30, 26

-3.13K

2.32%

AdvisorNet Financial, Inc

343.00K

Jun 30, 26

+54.53K

1.35%

ADVISOR GROUP HOLDINGS, INC.

331.64K

Jun 30, 26

-21.59K

1.31%

LPL Financial LLC

259.38K

Jun 30, 26

-81.05K

1.02%

AMERIPRISE FINANCIAL INC

207.31K

Jun 30, 26

+2.94K

0.82%

Foundations Investment Advisors, LLC

201.62K

Jun 30, 26

-26.65K

0.80%

VisionPoint Advisory Group, LLC

201.16K

Jun 30, 26

-7.63K

0.79%

Point Nemo Capital, LLC

183.21K

Jun 30, 26

+183.21K

0.72%

INDEPENDENT FINANCIAL GROUP, LLC

175.51K

Jun 30, 26

+20.00K

0.69%

ENVESTNET ASSET MANAGEMENT INC

169.65K

Jun 30, 26

+10.91K

0.67%

Paradigm Financial Partners, LLC

138.99K

Jun 30, 26

+138.99K

0.55%

Mount Lucas Management LP

137.84K

Jun 30, 26

+74.82K

0.54%

RAYMOND JAMES FINANCIAL INC

130.70K

Jun 30, 26

+5.43K

0.52%

MML INVESTORS SERVICES, LLC

123.57K

Jun 30, 26

+34.60K

0.49%

Cetera Investment Advisers

122.33K

Jun 30, 26

+7.42K

0.48%

UBS Group AG

118.14K

Jun 30, 26

-240

0.47%

BRIDGES INVESTMENT MANAGEMENT INC

95.08K

Jun 30, 26

-544

0.38%

HARBOUR INVESTMENTS, INC.

87.70K

Jun 30, 26

-3.48K

0.35%

ROYAL BANK OF CANADA

85.99K

Jun 30, 26

-28.40K

0.34%

Tower Research Capital LLC (TRC)

59.60K

Jun 30, 26

+53.38K

0.24%

Invst, LLC

57.60K

Jun 30, 26

+7.66K

0.23%

D. E. Shaw & Co., Inc.

56.31K

Jun 30, 26

+56.31K

0.22%

JANE STREET GROUP, LLC

54.69K

Jun 30, 26

+54.69K

0.22%

Arlington Capital Management, Inc.

50.89K

Jun 30, 26

+3.68K

0.20%

TRUIST FINANCIAL CORP

50.14K

Jun 30, 26

+7.42K

0.20%

IHT Wealth Management, LLC

48.27K

Jun 30, 26

-1.38K

0.19%

Toroso Investments, LLC

45.92K

Jun 30, 26

+3.38K

0.18%

Janney Montgomery Scott LLC

41.44K

Jun 30, 26

-1.20K

0.16%

Cambridge Investment Research Advisors, Inc.

40.65K

Jun 30, 26

+741

0.16%

FIRST FOUNDATION ADVISORS

39.96K

Jun 30, 26

-2.52K

0.16%

Man Group plc

39.51K

Jun 30, 26

0.16%

Aster Capital Management (DIFC) Ltd

35.73K

Jun 30, 26

+35.73K

0.14%

Allspring Global Investments Holdings, LLC

34.20K

Jun 30, 26

+3.60K

0.14%

PARK AVENUE SECURITIES LLC

30.41K

Jun 30, 26

+4.60K

0.12%

Capital Investment Advisors, LLC

30.13K

Jun 30, 26

-328

0.12%

CHOREO, LLC

29.47K

Jun 30, 26

-6.82K

0.12%

CAPTRUST FINANCIAL ADVISORS

28.73K

Jun 30, 26

-7.93K

0.11%

Simplicity Wealth,LLC

27.90K

Jun 30, 26

+27.90K

0.11%

Wealthfront Advisers LLC

24.83K

Jun 30, 26

+1.45K

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

24.76K

Jun 30, 26

+254

0.10%

KESTRA PRIVATE WEALTH SERVICES, LLC

24.59K

Jun 30, 26

-635

0.10%

MANNING & NAPIER ADVISORS LLC

24.36K

Jun 30, 26

-3.87K

0.10%

GOLDMAN SACHS GROUP INC

24.23K

Jun 30, 26

-38.35K

0.10%

Kestra Advisory Services, LLC

23.85K

Jun 30, 26

-7.03K

0.09%

AE Wealth Management LLC

23.45K

Jun 30, 26

+5.82K

0.09%

Sumitomo Mitsui Trust Group, Inc.

23.39K

Jun 30, 26

-1.83K

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

22.92K

Jun 30, 26

0.09%

Mariner, LLC

22.85K

Jun 30, 26

+3.88K

0.09%

CreativeOne Wealth, LLC

20.51K

Jun 30, 26

+258

0.08%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

20.44K

Jun 30, 26

+3.61K

0.08%

Wealthcare Advisory Partners LLC

20.28K

Jun 30, 26

-34

0.08%

AlphaCentric Advisors LLC

20.23K

Jun 30, 26

+11.14K

0.08%

STIFEL FINANCIAL CORP

19.95K

Jun 30, 26

-28.44K

0.08%

CITIGROUP INC

19.20K

Jun 30, 26

+644

0.08%

Antonelli Financial Advisors, LLC

18.56K

Jun 30, 26

-1.84K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.98K

Jun 30, 26

-9.01K

0.07%

Mutual Advisors, LLC

16.15K

Jun 30, 26

0.06%

Cascade Financial Partners, LLC

14.45K

Jun 30, 26

0.06%

FIFTH THIRD BANCORP

13.39K

Jun 30, 26

0.05%

J.W. COLE ADVISORS, INC.

13.32K

Jun 30, 26

-1.40K

0.05%

Fortitude Family Office, LLC

12.65K

Jun 30, 26

+3.30K

0.05%

NBC SECURITIES, INC.

12.45K

Jun 30, 26

+1.21K

0.05%

FWL INVESTMENT MANAGEMENT, LLC

12.10K

Jun 30, 26

-2.06K

0.05%

Endowment Wealth Management, Inc.

11.39K

Jun 30, 26

-1.21K

0.04%

Ethos Financial Group, LLC

11.28K

Jun 30, 26

0.04%

Sage Advisory Services, Ltd.Co.

10.38K

Jun 30, 26

0.04%

PRELUDE CAPITAL MANAGEMENT, LLC

10.00K

Jun 30, 26

-21.00K

0.04%

Brookstone Capital Management

9.98K

Jun 30, 26

-1.38K

0.04%

INSIGNEO ADVISORY SERVICES, LLC

9.47K

Jun 30, 26

+9.47K

0.04%

IFP Advisors, Inc

9.41K

Jun 30, 26

-523

0.04%

Global Retirement Partners, LLC

9.19K

Jun 30, 26

+9.19K

0.04%

Advyzon Investment Management, LLC

9.12K

Jun 30, 26

+9.12K

0.04%

Rockefeller Capital Management L.P.

8.26K

Jun 30, 26

-187

0.03%

SIMPLEX TRADING, LLC

7.68K

Jun 30, 26

+7.68K

0.03%

US BANCORP \DE\

7.03K

Jun 30, 26

+50

0.03%

Triumph Capital Management

5.49K

Jun 30, 26

+264

0.02%

MERCER GLOBAL ADVISORS INC /ADV

2.71K

Jun 30, 26

+2.71K

0.01%

EFG International AG

2.00K

Jun 30, 26

0.01%

FMR LLC

1.95K

Jun 30, 26

+1.36K

0.01%

Synergy Investment Management, LLC

1.68K

Jun 30, 26

+24

0.01%

JPMORGAN CHASE & CO

1.50K

Jun 30, 26

-35

0.01%

Sunrise Financial Services, LLC

1.17K

Jun 30, 26

-33

0.00%

Purpose Unlimited Inc.

1.15K

Jun 30, 26

-121

0.00%

Miller Global Investments, LLC

1.08K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

786

Jun 30, 26

0.00%

Transce3nd, LLC

737

Jun 30, 26

-10

0.00%

ORG Wealth Partners, LLC

589

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

487

Jun 30, 26

-5.63K

0.00%

FAS Wealth Partners, Inc.

422

Jun 30, 26

0.00%

CX Institutional

395

Jun 30, 26

-4

0.00%

BRYN MAWR TRUST Co

375

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

336

Jun 30, 26

+336

0.00%

Integrated Wealth Concepts LLC

300

Jun 30, 26

+300

0.00%

Silver Grove Financial Group, Inc.

274

Jun 30, 26

+274

0.00%

Federation des caisses Desjardins du Quebec

265

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

247

Jun 30, 26

0.00%

Investors Research Corp

178

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

163

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

150

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

+71

0.00%

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Virtus ETF Advisers LLC

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

-6

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

0.00%

Soltis Investment Advisors LLC

Jun 30, 26

-25.25K

Golden State Equity Partners

Jun 30, 26

-21.30K

Russell Investments Group, Ltd.

Jun 30, 26

-60

Cynosure Group, LLC

Jun 30, 26

-131.60K

MAI Capital Management

Jun 30, 26

-1.59K

Lido Advisors, LLC

Jun 30, 26

-13.14K

Sound Income Strategies, LLC

Jun 30, 26

-1.60K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-2.00K

MCF Advisors LLC

Jun 30, 26

-6.45K

Quantinno Capital Management LP

Jun 30, 26

-9.98K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-4.24K

Advisory Services Network, LLC

Jun 30, 26

-1.71K

WealthShield Partners, LLC

Jun 30, 26

-1.00K

Strategic Financial Concepts, LLC

Jun 30, 26

-33.95K

Private Advisor Group, LLC

Jun 30, 26

-17.30K

Proficio Capital Partners LLC

Jun 30, 26

-48.84K

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

-9.91K

CITADEL ADVISORS LLC

Jun 30, 26

-84.53K

Anfield Capital Management, LLC

8.05K

Mar 31, 26

+8.05K

0.03%

CWM, LLC

1.75K

Mar 31, 26

-110

0.01%

Anchor Investment Management, LLC

200

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

-3.54K

COMERICA BANK

14.27K

Dec 31, 25

-613

0.06%

Litman Gregory Wealth Management LLC

Dec 31, 25

+25

0.00%

Glenmede Investment Management, LP

34.56K

Sep 30, 25

+34.56K

0.14%

NAPA WEALTH MANAGEMENT

21.73K

Sep 30, 25

-460

0.09%

AVANTAX ADVISORY SERVICES, INC.

24.69K

Jun 30, 25

-7.25K

0.10%

Copperwynd Financial, LLC

Jun 30, 25

-113.51K

Sanctuary Wealth Management, L.L.C.

820

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

115.17K

Sep 30, 24

+50.64K

0.45%

Raymond James Financial Services Advisors, Inc.

79.96K

Sep 30, 24

+64.24K

0.32%

BlackRock Inc.

Jun 30, 24

-270.12K

Highlander Capital Management, LLC

410

Mar 31, 24

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

Cutler Group LLC / CA

Mar 31, 24

-3.93K

PATHSTONE FAMILY OFFICE, LLC

15.54K

Sep 30, 23

0.06%

Claybrook Capital, LLC

12.52K

Sep 30, 23

0.05%

BDO Wealth Advisors, LLC

97.45K

Jun 30, 23

-3.59K

0.38%

CFO4Life, L.P.

12.89K

Dec 31, 22

+12.89K

0.05%

American Portfolios Advisors

3.99K

Sep 30, 22

-143

0.02%

KARLINSKI ANDREW C

262

Sep 30, 22

0.00%

NEXT Financial Group, Inc

3.02K

Dec 31, 21

-1.61K

0.01%

REILLY FINANCIAL ADVISORS, LLC

950

Dec 31, 21

+450

0.00%

NorthCoast Asset Management LLC

14.41K

Sep 30, 21

0.06%

Sonora Investment Management, LLC

1.09K

Sep 30, 21

0.00%

FormulaFolio Investments, LLC

9.32K

Jun 30, 21

0.04%

ROWLAND CARMICHAEL ADVISORS INC /ADV

5.80K

Dec 31, 20

-3.66K

0.02%

Reby Advisors, LLC

959

Dec 31, 20

+959

0.00%

First Allied Advisory Services, Inc.

13.00K

Sep 30, 20

-1.11K

0.05%

Price Wealth, LLC

4.70K

Sep 30, 20

+4.70K

0.02%

TCG Advisors, LP

Sep 30, 20

-36.41K

FIDUCIARY TRUST INTERNATIONAL LLC

8.51K

Jun 30, 20

+8.51K

0.03%

Willingdon Wealth Management

Mar 31, 20

-3.08K

Advisor Group, Inc.

76.58K

Dec 31, 19

+5.55K

0.30%

LADENBURG THALMANN FINANCIAL SERVICES INC.

72.78K

Dec 31, 19

+2.92K

0.29%

BB&T SECURITIES, LLC

11.26K

Sep 30, 19

+2.59K

0.04%

AVIANCE CAPITAL MANAGEMENT, LLC

13.03K

Mar 31, 19

+3.05K

0.05%

NEXT Financial Holdings

853

Mar 31, 19

+853

0.00%

Patriot Wealth Management, Inc.

93.09K

Dec 31, 18

+8.14K

0.37%

COMERICA SECURITIES INC

24.71K

Dec 31, 18

+24.71K

0.10%

Laurel Grove Capital, LLC

13.65K

Sep 30, 18

+375

0.05%

Vestpro Financial Partners, Inc. dba CPF Texas

137

Sep 30, 18

+137

0.00%

AHL Partners LLP

164.68K

Dec 31, 17

+164.68K

0.65%

IFC Holdings Incorporated/FL

9.48K

Dec 31, 17

+3.54K

0.04%

NATIONAL PLANNING CORP

Dec 31, 17

-18.26K

Smith Affiliated Capital Corp.

3.03K

Sep 30, 17

0.01%

Virtu KCG Holdings LLC

35.98K

Jun 30, 17

+35.98K

0.14%

Commonwealth Equity Services, Inc

15.03K

Jun 30, 17

+2.90K

0.06%

BlackRock Fund Advisors

957.15K

Dec 31, 16

+957.15K

3.78%

Braver Wealth Management, LLC

153.75K

Dec 31, 16

+153.75K

0.61%

MSI Financial Services Inc

34.93K

Dec 31, 16

+34.93K

0.14%

INTEGRATED WEALTH COUNSEL, LLC

13.36K

Dec 31, 16

+13.36K

0.05%

HIGH POINT BANK & TRUST CO

550

Dec 31, 16

+550

0.00%