iShares Residential and Multisector Real Estate ETF(REZ)

$94.33—Stale · unknown old

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iShares Residential and Multisector Real Estate ETF(REZ)

NYSE • Last print unknown ago

$94.33—Stale · unknown old

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REZ(REZ)

REZ

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

Institutional Ownership

Top 243 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	496.44K	Jun 30, 26	+2.61K	5.45%
Franklin, Parlapiano, Turner & Welch, LLC	477.84K	Jun 30, 26	-490	5.25%
EVERGREEN CAPITAL MANAGEMENT LLC	299.31K	Jun 30, 26	+32.47K	3.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	240.87K	Jun 30, 26	+14.27K	2.65%
Cornerstone Planning Group LLC	208.85K	Jun 30, 26	+7.88K	2.29%
Aprio Wealth Management, LLC	190.72K	Jun 30, 26	-16.14K	2.09%
RAYMOND JAMES FINANCIAL INC	167.05K	Jun 30, 26	+38.54K	1.83%
ROYAL BANK OF CANADA	161.44K	Jun 30, 26	+16.99K	1.77%
AMERIPRISE FINANCIAL INC	158.50K	Jun 30, 26	-1.90K	1.74%
BARD ASSOCIATES INC	147.07K	Jun 30, 26	+946	1.62%
LPL Financial LLC	143.87K	Jun 30, 26	+1.30K	1.58%
VAN ECK ASSOCIATES CORP	125.65K	Jun 30, 26	-114.18K	1.38%
Ascension Capital Advisors, Inc.	120.29K	Jun 30, 26	+640	1.32%
BANK OF AMERICA CORP /DE/	98.42K	Jun 30, 26	+1.30K	1.08%
ADVISOR GROUP HOLDINGS, INC.	77.36K	Jun 30, 26	+11.25K	0.85%
Plan Group Financial, LLC	74.27K	Jun 30, 26	+5.79K	0.82%
Buckingham Strategic Partners	73.36K	Jun 30, 26	+44.06K	0.81%
Sovereign Financial Group, Inc.	72.68K	Jun 30, 26	+3.98K	0.80%
ENVESTNET ASSET MANAGEMENT INC	62.37K	Jun 30, 26	+423	0.68%
CASTLE WEALTH MANAGEMENT LLC	62.10K	Jun 30, 26	+1.55K	0.68%
Fonville Wealth Management LLC	56.08K	Jun 30, 26	-443	0.62%
MML INVESTORS SERVICES, LLC	52.16K	Jun 30, 26	+5.83K	0.57%
Kure Advisory, LLC	48.83K	Jun 30, 26	+3.19K	0.54%
Cetera Investment Advisers	48.53K	Jun 30, 26	+1.09K	0.53%
JPMORGAN CHASE & CO	44.70K	Jun 30, 26	-10.62K	0.49%
ARKANSAS FINANCIAL GROUP, INC.	42.29K	Jun 30, 26	+2.19K	0.46%
Sanctuary Advisors, LLC	40.71K	Jun 30, 26	+40.71K	0.45%
Winter & Associates, Inc.	39.80K	Jun 30, 26	+17.77K	0.44%
Summit Financial, LLC	38.50K	Jun 30, 26	+2.11K	0.42%
Mariner, LLC	37.99K	Jun 30, 26	-214	0.42%
WELLS FARGO & COMPANY/MN	34.37K	Jun 30, 26	-39.06K	0.38%
Procyon Advisors, LLC	33.14K	Jun 30, 26	-1.71K	0.36%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	28.99K	Jun 30, 26	--	0.32%
Colony Group, LLC	27.23K	Jun 30, 26	-222	0.30%
Continuum Advisory, LLC	26.08K	Jun 30, 26	+1.11K	0.29%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.37K	Jun 30, 26	-12.26K	0.28%
UBS Group AG	25.26K	Jun 30, 26	-5.01K	0.28%
COMMONWEALTH EQUITY SERVICES, LLC	25.09K	Jun 30, 26	-5.02K	0.28%
CITIGROUP INC	24.15K	Jun 30, 26	+23.79K	0.27%
Financial Management, Inc.	23.90K	Jun 30, 26	+557	0.26%
High Probability Advisors, LLC	23.10K	Jun 30, 26	+33	0.25%
PACIFIC SUN FINANCIAL CORP	22.71K	Jun 30, 26	-10	0.25%
LEAVELL INVESTMENT MANAGEMENT, INC.	22.51K	Jun 30, 26	+1.03K	0.25%
Sincerus Advisory, LLC	18.76K	Jun 30, 26	+384	0.21%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	17.07K	Jun 30, 26	+1.36K	0.19%
M Wealth Management, LLC	16.84K	Jun 30, 26	+2.35K	0.18%
LongView Wealth Management	16.53K	Jun 30, 26	+2.68K	0.18%
CREATIVE FINANCIAL DESIGNS INC /ADV	16.34K	Jun 30, 26	+801	0.18%
H&H Retirement Design & Management INC	15.93K	Jun 30, 26	+626	0.17%
Cambridge Investment Research Advisors, Inc.	15.37K	Jun 30, 26	-803	0.17%
Real Talk Capital, LLC	15.26K	Jun 30, 26	+1.89K	0.17%
Mission Hills Financial Advisory, LLC	14.76K	Jun 30, 26	-12.38K	0.16%
Strategic Financial Concepts, LLC	14.49K	Jun 30, 26	+1.05K	0.16%
Comprehensive Wealth Management, LLC	14.44K	Jun 30, 26	+942	0.16%
Kendall Capital Management	14.30K	Jun 30, 26	+1.81K	0.16%
Burns Matteson Capital Management, LLC	14.25K	Jun 30, 26	-323	0.16%
Cornerstone Management, Inc.	13.69K	Jun 30, 26	--	0.15%
THRIVENT FINANCIAL FOR LUTHERANS	13.62K	Jun 30, 26	+31	0.15%
CX Institutional	13.53K	Jun 30, 26	-1.17K	0.15%
Global Retirement Partners, LLC	12.92K	Jun 30, 26	+12.92K	0.14%
BROWN ADVISORY INC	11.25K	Jun 30, 26	--	0.12%
IEQ CAPITAL, LLC	11.04K	Jun 30, 26	+11.04K	0.12%
Steelhead Wealth Management LLC	10.13K	Jun 30, 26	+1.31K	0.11%
Rockefeller Capital Management L.P.	9.92K	Jun 30, 26	-35	0.11%
Freestone Capital Holdings, LLC	9.81K	Jun 30, 26	+9.81K	0.11%
Capital Asset Advisory Services LLC	9.72K	Jun 30, 26	-209	0.11%
Jefferies Financial Group Inc.	9.44K	Jun 30, 26	-562	0.10%
INSIGNEO ADVISORY SERVICES, LLC	9.26K	Jun 30, 26	+9.26K	0.10%
Main Street Financial Solutions, LLC	9.11K	Jun 30, 26	+476	0.10%
MENORA MIVTACHIM HOLDINGS LTD.	8.50K	Jun 30, 26	--	0.09%
Qube Research & Technologies Ltd	8.36K	Jun 30, 26	+3.82K	0.09%
FAMILY WEALTH PARTNERS, LLC	8.06K	Jun 30, 26	+513	0.09%
AE Wealth Management LLC	7.77K	Jun 30, 26	+1.25K	0.09%
JONES FINANCIAL COMPANIES LLLP	7.50K	Jun 30, 26	+689	0.08%
HighTower Advisors, LLC	7.23K	Jun 30, 26	+10	0.08%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	6.91K	Jun 30, 26	--	0.08%
Courage Miller Partners, LLC	6.29K	Jun 30, 26	-19	0.07%
INTERACTIVE FINANCIAL ADVISORS, INC.	6.26K	Jun 30, 26	+469	0.07%
Beta Wealth Group, Inc.	6.25K	Jun 30, 26	-1.74K	0.07%
American Financial Advisors, LLC	6.17K	Jun 30, 26	+21	0.07%
Farther Finance Advisors, LLC	6.15K	Jun 30, 26	+1.24K	0.07%
Connecticut Wealth Management, LLC	5.75K	Jun 30, 26	--	0.06%
PEAPACK GLADSTONE FINANCIAL CORP	5.55K	Jun 30, 26	--	0.06%
Advisory Services Network, LLC	5.47K	Jun 30, 26	+4.30K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.08K	Jun 30, 26	+5.08K	0.06%
McAdam, LLC	4.96K	Jun 30, 26	+700	0.05%
Creative Planning	4.72K	Jun 30, 26	+2.16K	0.05%
Navis Wealth Advisors, LLC	4.69K	Jun 30, 26	+27	0.05%
Stratos Wealth Partners, LTD.	4.68K	Jun 30, 26	+4.68K	0.05%
SEAVIEW INVESTMENT MANAGERS LLC	4.61K	Jun 30, 26	+2.02K	0.05%
JANE STREET GROUP, LLC	4.54K	Jun 30, 26	+4.54K	0.05%
COZAD ASSET MANAGEMENT INC	4.32K	Jun 30, 26	--	0.05%
FLP Wealth Management, LLC	4.01K	Jun 30, 26	+36	0.04%
Boltwood Capital Management	3.60K	Jun 30, 26	--	0.04%
Disciplined Investments, LLC	3.58K	Jun 30, 26	--	0.04%
Valmark Advisers, Inc.	3.54K	Jun 30, 26	-393	0.04%
D. E. Shaw & Co., Inc.	3.46K	Jun 30, 26	-1.20K	0.04%
RVW Wealth, LLC	3.43K	Jun 30, 26	-74	0.04%
ARK & TLK INVESTMENTS, LLC	3.40K	Jun 30, 26	--	0.04%
Buck Wealth Strategies, LLC	3.21K	Jun 30, 26	-32	0.04%
CENTRAL TRUST Co	3.18K	Jun 30, 26	--	0.03%
Gladstone Institutional Advisory LLC	3.13K	Jun 30, 26	+164	0.03%
Go Invest LLC	3.09K	Jun 30, 26	-504	0.03%
XTX Topco Ltd	3.04K	Jun 30, 26	+3.04K	0.03%
Kestra Advisory Services, LLC	2.95K	Jun 30, 26	-823	0.03%
Janney Montgomery Scott LLC	2.84K	Jun 30, 26	+2.84K	0.03%
Integrated Wealth Concepts LLC	2.78K	Jun 30, 26	+2.78K	0.03%
Ameritas Advisory Services, LLC	2.77K	Jun 30, 26	+2.77K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	2.74K	Jun 30, 26	-391	0.03%
Belpointe Asset Management LLC	2.71K	Jun 30, 26	+2.71K	0.03%
Fortis Capital Advisors, LLC	2.71K	Jun 30, 26	+2.71K	0.03%
Lynx Investment Advisory	2.69K	Jun 30, 26	+276	0.03%
RDA Financial Network	2.58K	Jun 30, 26	-9	0.03%
CHOREO, LLC	2.56K	Jun 30, 26	+4	0.03%
MAI Capital Management	2.54K	Jun 30, 26	--	0.03%
Pacific Center for Financial Services	2.46K	Jun 30, 26	--	0.03%
Focus Financial Network, Inc.	2.37K	Jun 30, 26	-756	0.03%
Beacon Pointe Advisors, LLC	2.33K	Jun 30, 26	+2.33K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	2.31K	Jun 30, 26	+2.31K	0.03%
PRINCIPAL SECURITIES, INC.	2.24K	Jun 30, 26	+2.24K	0.02%
JB Capital LLC	2.21K	Jun 30, 26	+2.21K	0.02%
Sound Income Strategies, LLC	2.12K	Jun 30, 26	-95	0.02%
Tower Research Capital LLC (TRC)	1.91K	Jun 30, 26	+1.91K	0.02%
FMR LLC	1.88K	Jun 30, 26	+945	0.02%
HARBOUR INVESTMENTS, INC.	1.65K	Jun 30, 26	+19	0.02%
FIFTH THIRD BANCORP	1.57K	Jun 30, 26	-33	0.02%
DHJJ Financial Advisors, Ltd.	1.55K	Jun 30, 26	--	0.02%
TUCKER ASSET MANAGEMENT LLC	1.54K	Jun 30, 26	+492	0.02%
BANK OF MONTREAL /CAN/	1.20K	Jun 30, 26	--	0.01%
RED REEF ADVISORS LLC	1.18K	Jun 30, 26	+6	0.01%
HUNTINGTON NATIONAL BANK	1.05K	Jun 30, 26	--	0.01%
NATIONAL BANK OF CANADA /FI/	1.05K	Jun 30, 26	+59	0.01%
Main Street Group, LTD	1.02K	Jun 30, 26	--	0.01%
BlackRock, Inc.	504	Jun 30, 26	--	0.01%
Golden State Wealth Management, LLC	365	Jun 30, 26	--	0.00%
Fairscale Capital, LLC	339	Jun 30, 26	--	0.00%
Monetary Solutions, Ltd	315	Jun 30, 26	--	0.00%
Allworth Financial LP	298	Jun 30, 26	+50	0.00%
WHITTIER TRUST CO OF NEVADA INC	287	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	240	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	235	Jun 30, 26	--	0.00%
Horizon Investments, LLC	234	Jun 30, 26	-234	0.00%
Mosley Wealth Management	223	Jun 30, 26	-113	0.00%
Purpose Unlimited Inc.	209	Jun 30, 26	--	0.00%
Dynamic Wealth Strategies, LLC	153	Jun 30, 26	-435	0.00%
Strategic Wealth Partners, Ltd.	139	Jun 30, 26	-130	0.00%
Russell Investments Group, Ltd.	133	Jun 30, 26	-17	0.00%
Robinswood Financial LLC	117	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	116	Jun 30, 26	+116	0.00%
CoreCap Advisors, LLC	101	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	100	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	69	Jun 30, 26	+8	0.00%
Strategic Advocates LLC	61	Jun 30, 26	--	0.00%
Investors Research Corp	57	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	56	Jun 30, 26	+56	0.00%
IFP Advisors, Inc	56	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	56	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	37	Jun 30, 26	--	0.00%
ASSETMARK, INC	34	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	29	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	19	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	13	Jun 30, 26	-82	0.00%
Ashton Thomas Private Wealth, LLC	13	Jun 30, 26	--	0.00%
JDM Financial Group LLC	12	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	12	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	10	Jun 30, 26	+10	0.00%
Wright Fund Management, LLC	--	Jun 30, 26	-7.55K	--
Western Wealth Management, LLC	--	Jun 30, 26	-404	--
Alliance Wealth Advisors, LLC /UT	--	Jun 30, 26	-20.57K	--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	--	Jun 30, 26	-4.36K	--
AXS Investments LLC	--	Jun 30, 26	-47.85K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-994	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-72.60K	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-601	--
Advisors Preferred, LLC	--	Jun 30, 26	-291	--
HOLLENCREST CAPITAL MANAGEMENT	--	Jun 30, 26	-263	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-7.03K	--
LRI Investments, LLC	--	Jun 30, 26	-7	--
GAMCO INVESTORS, INC. ET AL	--	Jun 30, 26	-42.46K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-21	--
TD Waterhouse Canada Inc.	--	Jun 30, 26	-150	--
VectorGlobal IAG, Inc.	2.59K	Mar 31, 26	+2.59K	0.03%
McIlrath & Eck, LLC	86	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	20	Mar 31, 26	--	0.00%
Prosperity Wealth Management, Inc.	2.97K	Dec 31, 25	+111	0.03%
COMERICA BANK	1.60K	Dec 31, 25	+11	0.02%
CIBC Private Wealth Group, LLC	66	Dec 31, 25	--	0.00%
NAPA WEALTH MANAGEMENT	--	Sep 30, 25	-5.52K	--
AVANTAX ADVISORY SERVICES, INC.	9.31K	Jun 30, 25	+3.21K	0.10%
Atria Wealth Solutions, Inc.	7.17K	Jun 30, 25	-4.70K	0.08%
Legacy Investment Solutions, LLC	21	Jun 30, 25	+21	0.00%
Keeley-Teton Advisors, LLC	55.36K	Mar 31, 25	-1.01K	0.61%
Orion Portfolio Solutions, LLC	6.90K	Mar 31, 25	-150	0.08%
Aveo Capital Partners, LLC	--	Mar 31, 25	-46.79K	--
BOSTON FINANCIAL MANGEMENT LLC	25.70K	Dec 31, 24	--	0.28%
TAP Consulting, LLC	21.58K	Dec 31, 24	+2.19K	0.24%
Merriman Wealth Management, LLC	8.64K	Dec 31, 24	-341	0.09%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-12	--
RAYMOND JAMES & ASSOCIATES	18.52K	Sep 30, 24	+2.24K	0.20%
Raymond James Financial Services Advisors, Inc.	10.44K	Sep 30, 24	+2.97K	0.11%
BlackRock Inc.	32.34K	Jun 30, 24	--	0.36%
BUCKINGHAM STRATEGIC WEALTH, LLC	8.72K	Jun 30, 24	-54	0.10%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-30	--
Cetera Advisors LLC	8.85K	Mar 31, 24	+1.07K	0.10%
Cetera Advisor Networks LLC	6.23K	Mar 31, 24	-467	0.07%
Cutler Group LLC / CA	--	Mar 31, 24	-100	--
WADE G W & INC	6.25K	Dec 31, 23	+1.13K	0.07%
COLONY GROUP LLC	16.28K	Sep 30, 23	-84	0.18%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	9.79K	Sep 30, 23	-4.11K	0.11%
Financial Architects, Inc	3.65K	Jun 30, 23	--	0.04%
Kistler-Tiffany Companies, LLC	225	Jun 30, 23	--	0.00%
Momentum Advisors, LLC	14.21K	Dec 31, 22	-572	0.16%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	--	Dec 31, 22	-3.39K	--
Laurel Wealth Advisors, Inc.	--	Dec 31, 22	-50.98K	--
American Portfolios Advisors	17.19K	Sep 30, 22	+17.19K	0.19%
Covington Capital Management	11	Sep 30, 22	-390	0.00%
MURPHY CAPITAL MANAGEMENT INC	2.71K	Jun 30, 22	--	0.03%
Cordasco Financial Network	117	Jun 30, 22	--	0.00%
Claremont Financial Group, Inc.	26.30K	Mar 31, 22	+26.16K	0.29%
NEXT Financial Group, Inc	--	Dec 31, 21	-11.80K	--
DERBY & COMPANY, INC	12.16K	Sep 30, 21	+448	0.13%
Winslow, Evans & Crocker, Inc.	130	Dec 31, 20	+85	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	26.00K	Dec 31, 19	-14.14K	0.29%
Advisor Group, Inc.	13.61K	Dec 31, 19	-759	0.15%
Wealth & Pension Services Group, Inc.	3.15K	Sep 30, 19	+3.15K	0.03%
Belvedere Advisors LLC	537	Jun 30, 19	-1.97K	0.01%
Ceros Financial Services Inc.	950	Mar 31, 19	+950	0.01%
NEXT Financial Holdings	533	Mar 31, 19	+533	0.01%
WealthShield, LLC	177	Dec 31, 17	+177	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-12.88K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-3.60K	--
Commonwealth Equity Services, Inc	15.90K	Jun 30, 17	-796	0.17%
WFG Advisors, LP	70	Jun 30, 17	+23	0.00%
MSI Financial Services Inc	17.86K	Dec 31, 16	+1.15K	0.20%
KEELEY ASSET MANAGEMENT CORP	7.62K	Dec 31, 16	-491	0.08%
SOCIETE GENERALE	10.37K	Jun 30, 16	+10.37K	0.11%
Highmount Capital, LLC	197.22K	Jun 30, 15	-2.13K	2.17%
MANAGED ACCOUNT ADVISORS LLC	207	Jun 30, 15	+207	0.00%
NEW ENGLAND SECURITIES CORP /MA/	285	Dec 31, 14	-38	0.00%
UBS AG	12.89K	Sep 30, 14	-7.84K	0.14%
KMS FINANCIAL SERVICES, INC	5.15K	Jun 30, 14	-10.30K	0.06%
Signator Financial Services, Inc.	225	Sep 30, 13	--	0.00%
First Allied Securities, Inc.	83	Jun 30, 12	+83	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

496.44K

Jun 30, 26

+2.61K

5.45%

Franklin, Parlapiano, Turner & Welch, LLC

477.84K

Jun 30, 26

-490

5.25%

EVERGREEN CAPITAL MANAGEMENT LLC

299.31K

Jun 30, 26

+32.47K

3.29%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

240.87K

Jun 30, 26

+14.27K

2.65%

Cornerstone Planning Group LLC

208.85K

Jun 30, 26

+7.88K

2.29%

Aprio Wealth Management, LLC

190.72K

Jun 30, 26

-16.14K

2.09%

RAYMOND JAMES FINANCIAL INC

167.05K

Jun 30, 26

+38.54K

1.83%

ROYAL BANK OF CANADA

161.44K

Jun 30, 26

+16.99K

1.77%

AMERIPRISE FINANCIAL INC

158.50K

Jun 30, 26

-1.90K

1.74%

BARD ASSOCIATES INC

147.07K

Jun 30, 26

+946

1.62%

LPL Financial LLC

143.87K

Jun 30, 26

+1.30K

1.58%

VAN ECK ASSOCIATES CORP

125.65K

Jun 30, 26

-114.18K

1.38%

Ascension Capital Advisors, Inc.

120.29K

Jun 30, 26

+640

1.32%

BANK OF AMERICA CORP /DE/

98.42K

Jun 30, 26

+1.30K

1.08%

ADVISOR GROUP HOLDINGS, INC.

77.36K

Jun 30, 26

+11.25K

0.85%

Plan Group Financial, LLC

74.27K

Jun 30, 26

+5.79K

0.82%

Buckingham Strategic Partners

73.36K

Jun 30, 26

+44.06K

0.81%

Sovereign Financial Group, Inc.

72.68K

Jun 30, 26

+3.98K

0.80%

ENVESTNET ASSET MANAGEMENT INC

62.37K

Jun 30, 26

+423

0.68%

CASTLE WEALTH MANAGEMENT LLC

62.10K

Jun 30, 26

+1.55K

0.68%

Fonville Wealth Management LLC

56.08K

Jun 30, 26

-443

0.62%

MML INVESTORS SERVICES, LLC

52.16K

Jun 30, 26

+5.83K

0.57%

Kure Advisory, LLC

48.83K

Jun 30, 26

+3.19K

0.54%

Cetera Investment Advisers

48.53K

Jun 30, 26

+1.09K

0.53%

JPMORGAN CHASE & CO

44.70K

Jun 30, 26

-10.62K

0.49%

ARKANSAS FINANCIAL GROUP, INC.

42.29K

Jun 30, 26

+2.19K

0.46%

Sanctuary Advisors, LLC

40.71K

Jun 30, 26

+40.71K

0.45%

Winter & Associates, Inc.

39.80K

Jun 30, 26

+17.77K

0.44%

Summit Financial, LLC

38.50K

Jun 30, 26

+2.11K

0.42%

Mariner, LLC

37.99K

Jun 30, 26

-214

0.42%

WELLS FARGO & COMPANY/MN

34.37K

Jun 30, 26

-39.06K

0.38%

Procyon Advisors, LLC

33.14K

Jun 30, 26

-1.71K

0.36%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

28.99K

Jun 30, 26

0.32%

Colony Group, LLC

27.23K

Jun 30, 26

-222

0.30%

Continuum Advisory, LLC

26.08K

Jun 30, 26

+1.11K

0.29%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.37K

Jun 30, 26

-12.26K

0.28%

UBS Group AG

25.26K

Jun 30, 26

-5.01K

0.28%

COMMONWEALTH EQUITY SERVICES, LLC

25.09K

Jun 30, 26

-5.02K

0.28%

CITIGROUP INC

24.15K

Jun 30, 26

+23.79K

0.27%

Financial Management, Inc.

23.90K

Jun 30, 26

+557

0.26%

High Probability Advisors, LLC

23.10K

Jun 30, 26

+33

0.25%

PACIFIC SUN FINANCIAL CORP

22.71K

Jun 30, 26

-10

0.25%

LEAVELL INVESTMENT MANAGEMENT, INC.

22.51K

Jun 30, 26

+1.03K

0.25%

Sincerus Advisory, LLC

18.76K

Jun 30, 26

+384

0.21%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

17.07K

Jun 30, 26

+1.36K

0.19%

M Wealth Management, LLC

16.84K

Jun 30, 26

+2.35K

0.18%

LongView Wealth Management

16.53K

Jun 30, 26

+2.68K

0.18%

CREATIVE FINANCIAL DESIGNS INC /ADV

16.34K

Jun 30, 26

+801

0.18%

H&H Retirement Design & Management INC

15.93K

Jun 30, 26

+626

0.17%

Cambridge Investment Research Advisors, Inc.

15.37K

Jun 30, 26

-803

0.17%

Real Talk Capital, LLC

15.26K

Jun 30, 26

+1.89K

0.17%

Mission Hills Financial Advisory, LLC

14.76K

Jun 30, 26

-12.38K

0.16%

Strategic Financial Concepts, LLC

14.49K

Jun 30, 26

+1.05K

0.16%

Comprehensive Wealth Management, LLC

14.44K

Jun 30, 26

+942

0.16%

Kendall Capital Management

14.30K

Jun 30, 26

+1.81K

0.16%

Burns Matteson Capital Management, LLC

14.25K

Jun 30, 26

-323

0.16%

Cornerstone Management, Inc.

13.69K

Jun 30, 26

0.15%

THRIVENT FINANCIAL FOR LUTHERANS

13.62K

Jun 30, 26

+31

0.15%

CX Institutional

13.53K

Jun 30, 26

-1.17K

0.15%

Global Retirement Partners, LLC

12.92K

Jun 30, 26

+12.92K

0.14%

BROWN ADVISORY INC

11.25K

Jun 30, 26

0.12%

IEQ CAPITAL, LLC

11.04K

Jun 30, 26

+11.04K

0.12%

Steelhead Wealth Management LLC

10.13K

Jun 30, 26

+1.31K

0.11%

Rockefeller Capital Management L.P.

9.92K

Jun 30, 26

-35

0.11%

Freestone Capital Holdings, LLC

9.81K

Jun 30, 26

+9.81K

0.11%

Capital Asset Advisory Services LLC

9.72K

Jun 30, 26

-209

0.11%

Jefferies Financial Group Inc.

9.44K

Jun 30, 26

-562

0.10%

INSIGNEO ADVISORY SERVICES, LLC

9.26K

Jun 30, 26

+9.26K

0.10%

Main Street Financial Solutions, LLC

9.11K

Jun 30, 26

+476

0.10%

MENORA MIVTACHIM HOLDINGS LTD.

8.50K

Jun 30, 26

0.09%

Qube Research & Technologies Ltd

8.36K

Jun 30, 26

+3.82K

0.09%

FAMILY WEALTH PARTNERS, LLC

8.06K

Jun 30, 26

+513

0.09%

AE Wealth Management LLC

7.77K

Jun 30, 26

+1.25K

0.09%

JONES FINANCIAL COMPANIES LLLP

7.50K

Jun 30, 26

+689

0.08%

HighTower Advisors, LLC

7.23K

Jun 30, 26

+10

0.08%

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

6.91K

Jun 30, 26

0.08%

Courage Miller Partners, LLC

6.29K

Jun 30, 26

-19

0.07%

INTERACTIVE FINANCIAL ADVISORS, INC.

6.26K

Jun 30, 26

+469

0.07%

Beta Wealth Group, Inc.

6.25K

Jun 30, 26

-1.74K

0.07%

American Financial Advisors, LLC

6.17K

Jun 30, 26

+21

0.07%

Farther Finance Advisors, LLC

6.15K

Jun 30, 26

+1.24K

0.07%

Connecticut Wealth Management, LLC

5.75K

Jun 30, 26

0.06%

PEAPACK GLADSTONE FINANCIAL CORP

5.55K

Jun 30, 26

0.06%

Advisory Services Network, LLC

5.47K

Jun 30, 26

+4.30K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.08K

Jun 30, 26

+5.08K

0.06%

McAdam, LLC

4.96K

Jun 30, 26

+700

0.05%

Creative Planning

4.72K

Jun 30, 26

+2.16K

0.05%

Navis Wealth Advisors, LLC

4.69K

Jun 30, 26

+27

0.05%

Stratos Wealth Partners, LTD.

4.68K

Jun 30, 26

+4.68K

0.05%

SEAVIEW INVESTMENT MANAGERS LLC

4.61K

Jun 30, 26

+2.02K

0.05%

JANE STREET GROUP, LLC

4.54K

Jun 30, 26

+4.54K

0.05%

COZAD ASSET MANAGEMENT INC

4.32K

Jun 30, 26

0.05%

FLP Wealth Management, LLC

4.01K

Jun 30, 26

+36

0.04%

Boltwood Capital Management

3.60K

Jun 30, 26

0.04%

Disciplined Investments, LLC

3.58K

Jun 30, 26

0.04%

Valmark Advisers, Inc.

3.54K

Jun 30, 26

-393

0.04%

D. E. Shaw & Co., Inc.

3.46K

Jun 30, 26

-1.20K

0.04%

RVW Wealth, LLC

3.43K

Jun 30, 26

-74

0.04%

ARK & TLK INVESTMENTS, LLC

3.40K

Jun 30, 26

0.04%

Buck Wealth Strategies, LLC

3.21K

Jun 30, 26

-32

0.04%

CENTRAL TRUST Co

3.18K

Jun 30, 26

0.03%

Gladstone Institutional Advisory LLC

3.13K

Jun 30, 26

+164

0.03%

Go Invest LLC

3.09K

Jun 30, 26

-504

0.03%

XTX Topco Ltd

3.04K

Jun 30, 26

+3.04K

0.03%

Kestra Advisory Services, LLC

2.95K

Jun 30, 26

-823

0.03%

Janney Montgomery Scott LLC

2.84K

Jun 30, 26

+2.84K

0.03%

Integrated Wealth Concepts LLC

2.78K

Jun 30, 26

+2.78K

0.03%

Ameritas Advisory Services, LLC

2.77K

Jun 30, 26

+2.77K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

2.74K

Jun 30, 26

-391

0.03%

Belpointe Asset Management LLC

2.71K

Jun 30, 26

+2.71K

0.03%

Fortis Capital Advisors, LLC

2.71K

Jun 30, 26

+2.71K

0.03%

Lynx Investment Advisory

2.69K

Jun 30, 26

+276

0.03%

RDA Financial Network

2.58K

Jun 30, 26

-9

0.03%

CHOREO, LLC

2.56K

Jun 30, 26

0.03%

MAI Capital Management

2.54K

Jun 30, 26

0.03%

Pacific Center for Financial Services

2.46K

Jun 30, 26

0.03%

Focus Financial Network, Inc.

2.37K

Jun 30, 26

-756

0.03%

Beacon Pointe Advisors, LLC

2.33K

Jun 30, 26

+2.33K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

2.31K

Jun 30, 26

+2.31K

0.03%

PRINCIPAL SECURITIES, INC.

2.24K

Jun 30, 26

+2.24K

0.02%

JB Capital LLC

2.21K

Jun 30, 26

+2.21K

0.02%

Sound Income Strategies, LLC

2.12K

Jun 30, 26

-95

0.02%

Tower Research Capital LLC (TRC)

1.91K

Jun 30, 26

+1.91K

0.02%

FMR LLC

1.88K

Jun 30, 26

+945

0.02%

HARBOUR INVESTMENTS, INC.

1.65K

Jun 30, 26

+19

0.02%

FIFTH THIRD BANCORP

1.57K

Jun 30, 26

-33

0.02%

DHJJ Financial Advisors, Ltd.

1.55K

Jun 30, 26

0.02%

TUCKER ASSET MANAGEMENT LLC

1.54K

Jun 30, 26

+492

0.02%

BANK OF MONTREAL /CAN/

1.20K

Jun 30, 26

0.01%

RED REEF ADVISORS LLC

1.18K

Jun 30, 26

0.01%

HUNTINGTON NATIONAL BANK

1.05K

Jun 30, 26

0.01%

NATIONAL BANK OF CANADA /FI/

1.05K

Jun 30, 26

+59

0.01%

Main Street Group, LTD

1.02K

Jun 30, 26

0.01%

BlackRock, Inc.

504

Jun 30, 26

0.01%

Golden State Wealth Management, LLC

365

Jun 30, 26

0.00%

Fairscale Capital, LLC

339

Jun 30, 26

0.00%

Monetary Solutions, Ltd

315

Jun 30, 26

0.00%

Allworth Financial LP

298

Jun 30, 26

+50

0.00%

WHITTIER TRUST CO OF NEVADA INC

287

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

240

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

235

Jun 30, 26

0.00%

Horizon Investments, LLC

234

Jun 30, 26

-234

0.00%

Mosley Wealth Management

223

Jun 30, 26

-113

0.00%

Purpose Unlimited Inc.

209

Jun 30, 26

0.00%

Dynamic Wealth Strategies, LLC

153

Jun 30, 26

-435

0.00%

Strategic Wealth Partners, Ltd.

139

Jun 30, 26

-130

0.00%

Russell Investments Group, Ltd.

133

Jun 30, 26

-17

0.00%

Robinswood Financial LLC

117

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

116

Jun 30, 26

+116

0.00%

CoreCap Advisors, LLC

101

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

100

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

0.00%

Strategic Advocates LLC

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+56

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

-82

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

JDM Financial Group LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Jun 30, 26

+10

0.00%

Wright Fund Management, LLC

Jun 30, 26

-7.55K

Western Wealth Management, LLC

Jun 30, 26

-404

Alliance Wealth Advisors, LLC /UT

Jun 30, 26

-20.57K

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Jun 30, 26

-4.36K

AXS Investments LLC

Jun 30, 26

-47.85K

Destiny Wealth Partners, LLC

Jun 30, 26

-994

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-72.60K

Steward Partners Investment Advisory, LLC

Jun 30, 26

-601

Advisors Preferred, LLC

Jun 30, 26

-291

HOLLENCREST CAPITAL MANAGEMENT

Jun 30, 26

-263

SeaCrest Wealth Management, LLC

Jun 30, 26

-7.03K

LRI Investments, LLC

Jun 30, 26

-7

GAMCO INVESTORS, INC. ET AL

Jun 30, 26

-42.46K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-21

TD Waterhouse Canada Inc.

Jun 30, 26

-150

VectorGlobal IAG, Inc.

2.59K

Mar 31, 26

+2.59K

0.03%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

Prosperity Wealth Management, Inc.

2.97K

Dec 31, 25

+111

0.03%

COMERICA BANK

1.60K

Dec 31, 25

+11

0.02%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

NAPA WEALTH MANAGEMENT

Sep 30, 25

-5.52K

AVANTAX ADVISORY SERVICES, INC.

9.31K

Jun 30, 25

+3.21K

0.10%

Atria Wealth Solutions, Inc.

7.17K

Jun 30, 25

-4.70K

0.08%

Legacy Investment Solutions, LLC

Jun 30, 25

+21

0.00%

Keeley-Teton Advisors, LLC

55.36K

Mar 31, 25

-1.01K

0.61%

Orion Portfolio Solutions, LLC

6.90K

Mar 31, 25

-150

0.08%

Aveo Capital Partners, LLC

Mar 31, 25

-46.79K

BOSTON FINANCIAL MANGEMENT LLC

25.70K

Dec 31, 24

0.28%

TAP Consulting, LLC

21.58K

Dec 31, 24

+2.19K

0.24%

Merriman Wealth Management, LLC

8.64K

Dec 31, 24

-341

0.09%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-12

RAYMOND JAMES & ASSOCIATES

18.52K

Sep 30, 24

+2.24K

0.20%

Raymond James Financial Services Advisors, Inc.

10.44K

Sep 30, 24

+2.97K

0.11%

BlackRock Inc.

32.34K

Jun 30, 24

0.36%

BUCKINGHAM STRATEGIC WEALTH, LLC

8.72K

Jun 30, 24

-54

0.10%

ICA Group Wealth Management, LLC

Jun 30, 24

-30

Cetera Advisors LLC

8.85K

Mar 31, 24

+1.07K

0.10%

Cetera Advisor Networks LLC

6.23K

Mar 31, 24

-467

0.07%

Cutler Group LLC / CA

Mar 31, 24

-100

WADE G W & INC

6.25K

Dec 31, 23

+1.13K

0.07%

COLONY GROUP LLC

16.28K

Sep 30, 23

-84

0.18%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

9.79K

Sep 30, 23

-4.11K

0.11%

Financial Architects, Inc

3.65K

Jun 30, 23

0.04%

Kistler-Tiffany Companies, LLC

225

Jun 30, 23

0.00%

Momentum Advisors, LLC

14.21K

Dec 31, 22

-572

0.16%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

Dec 31, 22

-3.39K

Laurel Wealth Advisors, Inc.

Dec 31, 22

-50.98K

American Portfolios Advisors

17.19K

Sep 30, 22

+17.19K

0.19%

Covington Capital Management

Sep 30, 22

-390

0.00%

MURPHY CAPITAL MANAGEMENT INC

2.71K

Jun 30, 22

0.03%

Cordasco Financial Network

117

Jun 30, 22

0.00%

Claremont Financial Group, Inc.

26.30K

Mar 31, 22

+26.16K

0.29%

NEXT Financial Group, Inc

Dec 31, 21

-11.80K

DERBY & COMPANY, INC

12.16K

Sep 30, 21

+448

0.13%

Winslow, Evans & Crocker, Inc.

130

Dec 31, 20

+85

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

26.00K

Dec 31, 19

-14.14K

0.29%

Advisor Group, Inc.

13.61K

Dec 31, 19

-759

0.15%

Wealth & Pension Services Group, Inc.

3.15K

Sep 30, 19

+3.15K

0.03%

Belvedere Advisors LLC

537

Jun 30, 19

-1.97K

0.01%

Ceros Financial Services Inc.

950

Mar 31, 19

+950

0.01%

NEXT Financial Holdings

533

Mar 31, 19

+533

0.01%

WealthShield, LLC

177

Dec 31, 17

+177

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-12.88K

SII INVESTMENTS INC/WI

Dec 31, 17

-3.60K

Commonwealth Equity Services, Inc

15.90K

Jun 30, 17

-796

0.17%

WFG Advisors, LP

Jun 30, 17

+23

0.00%

MSI Financial Services Inc

17.86K

Dec 31, 16

+1.15K

0.20%

KEELEY ASSET MANAGEMENT CORP

7.62K

Dec 31, 16

-491

0.08%

SOCIETE GENERALE

10.37K

Jun 30, 16

+10.37K

0.11%

Highmount Capital, LLC

197.22K

Jun 30, 15

-2.13K

2.17%

MANAGED ACCOUNT ADVISORS LLC

207

Jun 30, 15

+207

0.00%

NEW ENGLAND SECURITIES CORP /MA/

285

Dec 31, 14

-38

0.00%

UBS AG

12.89K

Sep 30, 14

-7.84K

0.14%

KMS FINANCIAL SERVICES, INC

5.15K

Jun 30, 14

-10.30K

0.06%

Signator Financial Services, Inc.

225

Sep 30, 13

0.00%

First Allied Securities, Inc.

Jun 30, 12

+83

0.00%