State Street Multi-Asset Real Return ETF(RLY)

$37.85—Stale · unknown old

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State Street Multi-Asset Real Return ETF(RLY)

NYSE • Last print unknown ago

$37.85—Stale · unknown old

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RLY(RLY)

RLY

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Institutional Ownership

Top 335 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	2.16M	Jun 30, 26	+207.75K	10.87%
HANTZ FINANCIAL SERVICES, INC.	2.11M	Jun 30, 26	+131.54K	10.63%
D.A. DAVIDSON & CO.	1.62M	Jun 30, 26	+74.87K	8.12%
RAYMOND JAMES FINANCIAL INC	1.61M	Jun 30, 26	+644.09K	8.08%
BANK OF AMERICA CORP /DE/	1.44M	Jun 30, 26	+548.19K	7.22%
MORGAN STANLEY	1.27M	Jun 30, 26	+316.51K	6.36%
Savant Capital, LLC	1.15M	Jun 30, 26	+465.79K	5.79%
TOBIAS FINANCIAL ADVISORS, INC.	1.08M	Jun 30, 26	+8.20K	5.43%
LPL Financial LLC	864.55K	Jun 30, 26	+130.82K	4.35%
Capital Analysts, LLC	701.42K	Jun 30, 26	+4.51K	3.53%
Wealth Enhancement Trust Services, Inc.	665.31K	Jun 30, 26	+44.28K	3.34%
Trilogy Capital Inc.	664.25K	Jun 30, 26	+315.25K	3.34%
SENTINEL PENSION ADVISORS INC	575.10K	Jun 30, 26	+55.89K	2.89%
Johnson Bixby & Associates, LLC	529.20K	Jun 30, 26	+36.76K	2.66%
New England Capital Financial Advisors LLC	508.25K	Jun 30, 26	+11.59K	2.56%
HighTower Advisors, LLC	491.06K	Jun 30, 26	-2.03K	2.47%
Private Wealth Asset Management, LLC	482.92K	Jun 30, 26	+116.57K	2.43%
CAPITAL PERFORMANCE ADVISORS LLP	412.46K	Jun 30, 26	+30.48K	2.07%
Private Advisor Group, LLC	401.51K	Jun 30, 26	+293.77K	2.02%
Smartleaf Asset Management LLC	400.19K	Jun 30, 26	--	2.01%
Eldridge Investment Advisors, Inc.	399.85K	Jun 30, 26	+18.32K	2.01%
First National Advisers, LLC	391.40K	Jun 30, 26	-30.30K	1.97%
THRIVENT FINANCIAL FOR LUTHERANS	352.05K	Jun 30, 26	+8.76K	1.77%
RMB Capital Management, LLC	350.52K	Jun 30, 26	+54.95K	1.76%
Freedom Financial Partners LLC	341.73K	Jun 30, 26	+3.53K	1.72%
First Heartland Consultants, Inc.	297.15K	Jun 30, 26	-330	1.49%
Harbor Group, Inc.	295.83K	Jun 30, 26	+4.45K	1.49%
Tilson Financial Group, Inc.	284.74K	Jun 30, 26	-2.04K	1.43%
Colony Group, LLC	283.12K	Jun 30, 26	+6.26K	1.42%
Pinnacle Financial Partners, Inc.	279.86K	Jun 30, 26	+279.86K	1.41%
RFG - Bristol Wealth Advisors, LLC	272.64K	Jun 30, 26	-632	1.37%
Intrua Financial, LLC	251.69K	Jun 30, 26	+213.42K	1.27%
PRIVATE CLIENT SERVICES, LLC	232.24K	Jun 30, 26	+8.48K	1.17%
JPMORGAN CHASE & CO	206.64K	Jun 30, 26	+129.97K	1.04%
WELLS FARGO & COMPANY/MN	187.55K	Jun 30, 26	+687	0.94%
CATALYST FINANCIAL PARTNERS LLC	176.95K	Jun 30, 26	+34.48K	0.89%
Bank of New York Mellon Corp	161.41K	Jun 30, 26	+23.53K	0.81%
Belpointe Asset Management LLC	161.25K	Jun 30, 26	+7.01K	0.81%
Fortis Capital Advisors, LLC	161.25K	Jun 30, 26	+7.01K	0.81%
Larson Financial Group LLC	146.89K	Jun 30, 26	+102.82K	0.74%
UBS Group AG	135.79K	Jun 30, 26	+16.26K	0.68%
Trinity Wealth Management, LLC	132.28K	Jun 30, 26	+132.28K	0.67%
ROYAL BANK OF CANADA	126.29K	Jun 30, 26	+34.76K	0.63%
Mariner, LLC	116.33K	Jun 30, 26	+76.87K	0.58%
MBE Wealth Management, LLC	116.04K	Jun 30, 26	+27.78K	0.58%
Geneos Wealth Management Inc.	99.07K	Jun 30, 26	-2.54K	0.50%
Crusonia Wealth Advisors LLC	71.69K	Jun 30, 26	+52.32K	0.36%
Apollon Wealth Management, LLC	71.68K	Jun 30, 26	-2.03K	0.36%
United Advisor Group, LLC	70.77K	Jun 30, 26	+1.97K	0.36%
Regal Investment Advisors LLC	68.21K	Jun 30, 26	+195	0.34%
Cambridge Investment Research Advisors, Inc.	66.02K	Jun 30, 26	+14.94K	0.33%
Portside Wealth Group, LLC	65.05K	Jun 30, 26	+65.05K	0.33%
Coastal Bridge Advisors, LLC	60.94K	Jun 30, 26	+312	0.31%
CAPTRUST FINANCIAL ADVISORS	60.02K	Jun 30, 26	-2.19K	0.30%
Sanctuary Advisors, LLC	59.05K	Jun 30, 26	-83	0.30%
KWB Wealth	56.96K	Jun 30, 26	-18.35K	0.29%
Nuveen, LLC	56.69K	Jun 30, 26	+56.69K	0.29%
SCOTIA CAPITAL INC.	56.48K	Jun 30, 26	-911	0.28%
Pathstone Holdings, LLC	54.42K	Jun 30, 26	+11.99K	0.27%
Janney Montgomery Scott LLC	53.23K	Jun 30, 26	+5.18K	0.27%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	52.68K	Jun 30, 26	+1.13K	0.26%
BARNES PETTEY FINANCIAL ADVISORS, LLC	51.62K	Jun 30, 26	+4.34K	0.26%
Register Financial Advisors LLC	48.12K	Jun 30, 26	+537	0.24%
HORAN Wealth, LLC	47.62K	Jun 30, 26	+2.59K	0.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44.74K	Jun 30, 26	+482	0.22%
Brinker Capital Investments, LLC	44.22K	Jun 30, 26	+17.48K	0.22%
XML Financial, LLC	43.83K	Jun 30, 26	+7.55K	0.22%
Twelve Points Wealth Management LLC	42.87K	Jun 30, 26	+2.37K	0.22%
Merit Financial Group, LLC	41.67K	Jun 30, 26	--	0.21%
EverSource Wealth Advisors, LLC	40.02K	Jun 30, 26	+32.27K	0.20%
Summit Financial, LLC	39.75K	Jun 30, 26	-42	0.20%
Independent Family Office, LLC	39.61K	Jun 30, 26	--	0.20%
SHELTON CAPITAL MANAGEMENT	36.29K	Jun 30, 26	+5.62K	0.18%
ADVISOR GROUP HOLDINGS, INC.	33.80K	Jun 30, 26	+6.27K	0.17%
Knuff & Co LLC	31.77K	Jun 30, 26	+25.02K	0.16%
Aviance Capital Partners, LLC	31.33K	Jun 30, 26	-62	0.16%
WILEY BROS.-AINTREE CAPITAL, LLC	30.89K	Jun 30, 26	+819	0.16%
Waverly Advisors, LLC	30.70K	Jun 30, 26	-1.53K	0.15%
Atomi Financial Group, Inc.	30.31K	Jun 30, 26	+4.04K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	29.47K	Jun 30, 26	+17.15K	0.15%
STIFEL FINANCIAL CORP	28.39K	Jun 30, 26	+3.17K	0.14%
Salomon & Ludwin, LLC	27.93K	Jun 30, 26	+27.93K	0.14%
WIN ADVISORS, INC	27.55K	Jun 30, 26	-177	0.14%
IFG Advisory, LLC	27.44K	Jun 30, 26	+27.44K	0.14%
Breakwater Investment Management	27.39K	Jun 30, 26	+22.12K	0.14%
Kestra Advisory Services, LLC	26.97K	Jun 30, 26	+2	0.14%
Farther Finance Advisors, LLC	26.45K	Jun 30, 26	+2.62K	0.13%
Betterment LLC	24.23K	Jun 30, 26	+2.47K	0.12%
Coppell Advisory Solutions LLC	24.23K	Jun 30, 26	+24.23K	0.12%
Fermata Advisors, LLC	23.55K	Jun 30, 26	+1.68K	0.12%
ECLECTIC ASSOCIATES INC /ADV	21.93K	Jun 30, 26	-116	0.11%
Legacy Financial Group LLC	21.27K	Jun 30, 26	+2.50K	0.11%
Veracity Capital LLC	21.24K	Jun 30, 26	+1.57K	0.11%
Cetera Investment Advisers	19.94K	Jun 30, 26	-17	0.10%
Mutual Advisors, LLC	18.94K	Jun 30, 26	+18.94K	0.10%
XY Planning Network, Inc.	17.60K	Jun 30, 26	-110	0.09%
FLAGSHIP HARBOR ADVISORS, LLC	17.43K	Jun 30, 26	+3.21K	0.09%
Providence First Trust Co	16.67K	Jun 30, 26	+16.67K	0.08%
Keystone Financial Group	15.69K	Jun 30, 26	-2.86K	0.08%
Equitable Holdings, Inc.	15.59K	Jun 30, 26	+5.02K	0.08%
Cornerstone Wealth Management, LLC	15.25K	Jun 30, 26	+169	0.08%
DAVIDSON TRUST CO	14.86K	Jun 30, 26	+2.93K	0.07%
Ethic Inc.	13.68K	Jun 30, 26	+13.68K	0.07%
PRAIRIEVIEW WEALTH PARTNERS, LLC	13.66K	Jun 30, 26	-619	0.07%
Waterloo Capital, L.P.	13.24K	Jun 30, 26	+803	0.07%
Pasadena Private Wealth, LLC	13.13K	Jun 30, 26	-2.66K	0.07%
CITY NATIONAL BANK OF FLORIDA /MSD	13.00K	Jun 30, 26	--	0.07%
Atria Investments, Inc	12.95K	Jun 30, 26	+5.60K	0.07%
SCHMIDT P J INVESTMENT MANAGEMENT INC	12.55K	Jun 30, 26	--	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	11.74K	Jun 30, 26	-16	0.06%
Ignite Planners, LLC	11.68K	Jun 30, 26	+1.18K	0.06%
Miracle Mile Advisors, LLC	11.44K	Jun 30, 26	--	0.06%
RFG Advisory, LLC	10.01K	Jun 30, 26	+2.92K	0.05%
Wealthcare Advisory Partners LLC	9.99K	Jun 30, 26	-1.10K	0.05%
Retireful, LLC	9.71K	Jun 30, 26	-1.62K	0.05%
L.K. Benson & Company, P.C.	9.02K	Jun 30, 26	+36	0.05%
BANK OF MONTREAL /CAN/	8.73K	Jun 30, 26	-2.50K	0.04%
LaSalle St. Investment Advisors, LLC	8.68K	Jun 30, 26	-182	0.04%
MONECO Advisors, LLC	8.50K	Jun 30, 26	+1.00K	0.04%
Pensionmark Financial Group, LLC	8.49K	Jun 30, 26	+1.34K	0.04%
J.W. COLE ADVISORS, INC.	8.36K	Jun 30, 26	+8.36K	0.04%
Shepherd Financial Partners LLC	8.32K	Jun 30, 26	-2.35K	0.04%
Financial Network Wealth Advisors LLC	8.31K	Jun 30, 26	+8.31K	0.04%
Diversify Advisory Services, LLC	8.26K	Jun 30, 26	+8.26K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.26K	Jun 30, 26	-1.04K	0.04%
HCR Wealth Advisors	8.11K	Jun 30, 26	+522	0.04%
THOMPSON DAVIS & CO., INC.	8.01K	Jun 30, 26	-1.10K	0.04%
LANGLEY WEALTH MANAGEMENT, LLC	7.87K	Jun 30, 26	+7.87K	0.04%
NORDEN GROUP LLC	7.53K	Jun 30, 26	+7.53K	0.04%
NBC SECURITIES, INC.	6.96K	Jun 30, 26	+106	0.04%
Federation des caisses Desjardins du Quebec	6.80K	Jun 30, 26	+800	0.03%
Cornerstone Wealth Group, LLC	6.49K	Jun 30, 26	-368	0.03%
Brookwood Investment Group LLC	6.02K	Jun 30, 26	+190	0.03%
Elevation Capital Advisory, LLC	5.92K	Jun 30, 26	-26.64K	0.03%
Alliance Wealth Advisors, LLC /UT	5.80K	Jun 30, 26	+5.80K	0.03%
Advisors Asset Management, Inc.	5.36K	Jun 30, 26	-5.70K	0.03%
JFS WEALTH ADVISORS, LLC	5.33K	Jun 30, 26	+2.05K	0.03%
Global Retirement Partners, LLC	5.31K	Jun 30, 26	+5.31K	0.03%
Ameritas Advisory Services, LLC	4.62K	Jun 30, 26	+4.62K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	4.53K	Jun 30, 26	+4.53K	0.02%
Rockefeller Capital Management L.P.	3.91K	Jun 30, 26	+5	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	3.74K	Jun 30, 26	+3.74K	0.02%
HARBOUR INVESTMENTS, INC.	3.62K	Jun 30, 26	-181	0.02%
JONES FINANCIAL COMPANIES LLLP	3.48K	Jun 30, 26	+1.52K	0.02%
FIFTH THIRD BANCORP	3.40K	Jun 30, 26	+185	0.02%
Continuum Advisory, LLC	3.38K	Jun 30, 26	+3.38K	0.02%
SBI Securities Co., Ltd.	3.24K	Jun 30, 26	-449	0.02%
Integrated Wealth Concepts LLC	2.65K	Jun 30, 26	+2.65K	0.01%
US BANCORP \DE\	1.97K	Jun 30, 26	--	0.01%
Plante Moran Financial Advisors, LLC	1.47K	Jun 30, 26	+1.47K	0.01%
PRIVATE TRUST CO NA	1.32K	Jun 30, 26	+725	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	885	Jun 30, 26	-705	0.00%
Ronald Blue Trust, Inc.	530	Jun 30, 26	+530	0.00%
Crewe Advisors LLC	405	Jun 30, 26	+405	0.00%
Steward Partners Investment Advisory, LLC	400	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	369	Jun 30, 26	+19	0.00%
ASSETMARK, INC	256	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	221	Jun 30, 26	+107	0.00%
Signature Equity Partners, LLC	175	Jun 30, 26	--	0.00%
AE Wealth Management LLC	151	Jun 30, 26	+151	0.00%
CX Institutional	137	Jun 30, 26	--	0.00%
Cheviot Value Management, LLC	111	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	79	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	36	Jun 30, 26	+36	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	22	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	4	Jun 30, 26	+4	0.00%
FMR LLC	2	Jun 30, 26	+1	0.00%
Parallel Advisors, LLC	--	Jun 30, 26	-54	--
SWF LLC	--	Jun 30, 26	-5.79K	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-2	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Jun 30, 26	-9	--
Mosley Wealth Management	--	Jun 30, 26	-19	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-7.35K	--
Root Financial Partners, LLC	--	Jun 30, 26	-90	--
Golden State Equity Partners	--	Jun 30, 26	-778	--
Advisory Services Network, LLC	--	Jun 30, 26	-796	--
MAI Capital Management	--	Jun 30, 26	-296	--
HANTZ FINANCIAL SERVICES, INC.	1.98M	Mar 31, 26	+124.68K	9.96%
ENVESTNET ASSET MANAGEMENT INC	1.95M	Mar 31, 26	+400.53K	9.82%
D.A. DAVIDSON & CO.	1.54M	Mar 31, 26	+50.43K	7.75%
TOBIAS FINANCIAL ADVISORS, INC.	1.07M	Mar 31, 26	+27.97K	5.38%
RAYMOND JAMES FINANCIAL INC	963.99K	Mar 31, 26	+560.43K	4.85%
MORGAN STANLEY	948.99K	Mar 31, 26	-8.93K	4.77%
BANK OF AMERICA CORP /DE/	888.05K	Mar 31, 26	+58.68K	4.46%
LPL Financial LLC	733.73K	Mar 31, 26	+290.39K	3.69%
Capital Analysts, LLC	696.91K	Mar 31, 26	-9.39K	3.50%
Savant Capital, LLC	685.20K	Mar 31, 26	+374.76K	3.44%
SENTINEL PENSION ADVISORS INC	519.21K	Mar 31, 26	+519.21K	2.61%
HighTower Advisors, LLC	493.09K	Mar 31, 26	-154.75K	2.48%
Johnson Bixby & Associates, LLC	492.44K	Mar 31, 26	+474.43K	2.48%
CAPITAL PERFORMANCE ADVISORS LLP	381.98K	Mar 31, 26	+11.73K	1.92%
Eldridge Investment Advisors, Inc.	381.53K	Mar 31, 26	+14.36K	1.92%
Private Wealth Asset Management, LLC	366.35K	Mar 31, 26	+166.11K	1.84%
Trilogy Capital Inc.	348.99K	Mar 31, 26	-60.41K	1.75%
THRIVENT FINANCIAL FOR LUTHERANS	343.29K	Mar 31, 26	+9.24K	1.73%
First Heartland Consultants, Inc.	297.48K	Mar 31, 26	-7.80K	1.50%
RMB Capital Management, LLC	295.58K	Mar 31, 26	+13.32K	1.49%
Harbor Group, Inc.	291.38K	Mar 31, 26	-2.35K	1.46%
Colony Group, LLC	276.86K	Mar 31, 26	-8.29K	1.39%
PRIVATE CLIENT SERVICES, LLC	223.76K	Mar 31, 26	+4.73K	1.12%
CWM, LLC	212.12K	Mar 31, 26	+212.12K	1.07%
WELLS FARGO & COMPANY/MN	186.87K	Mar 31, 26	-30.90K	0.94%
Belpointe Asset Management LLC	154.24K	Mar 31, 26	+154.24K	0.78%
CATALYST FINANCIAL PARTNERS LLC	142.47K	Mar 31, 26	+30.55K	0.72%
Bank of New York Mellon Corp	137.88K	Mar 31, 26	+29.17K	0.69%
UBS Group AG	119.53K	Mar 31, 26	+18.95K	0.60%
Private Advisor Group, LLC	107.74K	Mar 31, 26	+55.44K	0.54%
Geneos Wealth Management Inc.	101.61K	Mar 31, 26	-4.01K	0.51%
ROYAL BANK OF CANADA	91.53K	Mar 31, 26	+77.68K	0.46%
MBE Wealth Management, LLC	88.26K	Mar 31, 26	-1.12K	0.44%
JPMORGAN CHASE & CO	76.67K	Mar 31, 26	+73.91K	0.39%
KWB Wealth	75.30K	Mar 31, 26	-459	0.38%
Apollon Wealth Management, LLC	73.71K	Mar 31, 26	-2.96K	0.37%
Regal Investment Advisors LLC	68.01K	Mar 31, 26	-6.25K	0.34%
CAPTRUST FINANCIAL ADVISORS	62.20K	Mar 31, 26	+3.94K	0.31%
Coastal Bridge Advisors, LLC	60.62K	Mar 31, 26	+8.71K	0.30%
Sanctuary Advisors, LLC	59.13K	Mar 31, 26	+4.22K	0.30%
SCOTIA CAPITAL INC.	57.39K	Mar 31, 26	+10.41K	0.29%
Cambridge Investment Research Advisors, Inc.	51.08K	Mar 31, 26	+986	0.26%
Janney Montgomery Scott LLC	48.05K	Mar 31, 26	+48.05K	0.24%
Skopos Labs, Inc.	47.78K	Mar 31, 26	+3.56K	0.24%
BARNES PETTEY FINANCIAL ADVISORS, LLC	47.28K	Mar 31, 26	+10.04K	0.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44.26K	Mar 31, 26	-947	0.22%
Larson Financial Group LLC	44.07K	Mar 31, 26	-1.78K	0.22%
Merit Financial Group, LLC	41.67K	Mar 31, 26	+27.70K	0.21%
Twelve Points Wealth Management LLC	40.50K	Mar 31, 26	+1.41K	0.20%
Summit Financial, LLC	39.79K	Mar 31, 26	-22.07K	0.20%
Independent Family Office, LLC	39.61K	Mar 31, 26	--	0.20%
Intrua Financial, LLC	38.27K	Mar 31, 26	-12.37K	0.19%
XML Financial, LLC	36.28K	Mar 31, 26	+8.39K	0.18%
Elevation Capital Advisory, LLC	32.56K	Mar 31, 26	+19.80K	0.16%
Waverly Advisors, LLC	32.23K	Mar 31, 26	+22.80K	0.16%
Aviance Capital Partners, LLC	31.39K	Mar 31, 26	-44	0.16%
SHELTON CAPITAL MANAGEMENT	30.67K	Mar 31, 26	+30.67K	0.15%
WILEY BROS.-AINTREE CAPITAL, LLC	30.07K	Mar 31, 26	+30.07K	0.15%
WIN ADVISORS, INC	27.72K	Mar 31, 26	+27.72K	0.14%
ADVISOR GROUP HOLDINGS, INC.	27.54K	Mar 31, 26	-192	0.14%
Kestra Advisory Services, LLC	26.97K	Mar 31, 26	-429	0.14%
STIFEL FINANCIAL CORP	25.23K	Mar 31, 26	+11.19K	0.13%
ECLECTIC ASSOCIATES INC /ADV	22.04K	Mar 31, 26	+4.63K	0.11%
Fermata Advisors, LLC	21.88K	Mar 31, 26	+3.05K	0.11%
Betterment LLC	21.77K	Mar 31, 26	+3.43K	0.11%
Cetera Investment Advisers	19.96K	Mar 31, 26	-2.55K	0.10%
Veracity Capital LLC	19.67K	Mar 31, 26	-16	0.10%
Legacy Financial Group LLC	18.77K	Mar 31, 26	-268	0.09%
Keystone Financial Group	18.56K	Mar 31, 26	-199	0.09%
XY Planning Network, Inc.	17.71K	Mar 31, 26	--	0.09%
Pasadena Private Wealth, LLC	15.79K	Mar 31, 26	+1.05K	0.08%
Cornerstone Wealth Management, LLC	15.08K	Mar 31, 26	+782	0.08%
FLAGSHIP HARBOR ADVISORS, LLC	14.22K	Mar 31, 26	+14.22K	0.07%
CITY NATIONAL BANK OF FLORIDA /MSD	13.00K	Mar 31, 26	--	0.07%
SCHMIDT P J INVESTMENT MANAGEMENT INC	12.55K	Mar 31, 26	-1.80K	0.06%
Waterloo Capital, L.P.	12.44K	Mar 31, 26	+12.44K	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	12.32K	Mar 31, 26	+3.81K	0.06%
DAVIDSON TRUST CO	11.93K	Mar 31, 26	+274	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	11.76K	Mar 31, 26	-1.22K	0.06%
Miracle Mile Advisors, LLC	11.44K	Mar 31, 26	-505	0.06%
Retireful, LLC	11.33K	Mar 31, 26	+11.33K	0.06%
BANK OF MONTREAL /CAN/	11.23K	Mar 31, 26	+258	0.06%
Wealthcare Advisory Partners LLC	11.09K	Mar 31, 26	+338	0.06%
Advisors Asset Management, Inc.	11.06K	Mar 31, 26	-6.71K	0.06%
Shepherd Financial Partners LLC	10.67K	Mar 31, 26	+1.30K	0.05%
Equitable Holdings, Inc.	10.57K	Mar 31, 26	+10.57K	0.05%
Ignite Planners, LLC	10.50K	Mar 31, 26	+491	0.05%
THOMPSON DAVIS & CO., INC.	9.10K	Mar 31, 26	+9.10K	0.05%
EverSource Wealth Advisors, LLC	7.75K	Mar 31, 26	+4.61K	0.04%
HCR Wealth Advisors	7.59K	Mar 31, 26	-3.00K	0.04%
MONECO Advisors, LLC	7.49K	Mar 31, 26	+7.49K	0.04%
JANE STREET GROUP, LLC	7.35K	Mar 31, 26	-34.42K	0.04%
Atria Investments, Inc	7.35K	Mar 31, 26	-53.92K	0.04%
Pensionmark Financial Group, LLC	7.15K	Mar 31, 26	+7.15K	0.04%
RFG Advisory, LLC	7.09K	Mar 31, 26	+7.09K	0.04%
Cornerstone Wealth Group, LLC	6.86K	Mar 31, 26	-109	0.03%
NBC SECURITIES, INC.	6.86K	Mar 31, 26	+6.86K	0.03%
Knuff & Co LLC	6.74K	Mar 31, 26	+6.74K	0.03%
Rockefeller Capital Management L.P.	3.90K	Mar 31, 26	-40	0.02%
HARBOUR INVESTMENTS, INC.	3.81K	Mar 31, 26	+112	0.02%
SBI Securities Co., Ltd.	3.69K	Mar 31, 26	+1.51K	0.02%
JFS WEALTH ADVISORS, LLC	3.27K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	3.21K	Mar 31, 26	+3.21K	0.02%
US BANCORP \DE\	1.97K	Mar 31, 26	+1.97K	0.01%
JONES FINANCIAL COMPANIES LLLP	1.96K	Mar 31, 26	-177	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.59K	Mar 31, 26	+1.55K	0.01%
Advisory Services Network, LLC	796	Mar 31, 26	+796	0.00%
Golden State Equity Partners	778	Mar 31, 26	+778	0.00%
PRIVATE TRUST CO NA	600	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	400	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	350	Mar 31, 26	+30	0.00%
MAI Capital Management	296	Mar 31, 26	--	0.00%
ASSETMARK, INC	256	Mar 31, 26	--	0.00%
CX Institutional	137	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	114	Mar 31, 26	+114	0.00%
Cheviot Value Management, LLC	111	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	79	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	54	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	2	Mar 31, 26	+2	0.00%
FMR LLC	1	Mar 31, 26	+1	0.00%
Matrix Trust Co	--	Mar 31, 26	-10.29K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-11.87K	--
IFG Advisory, LLC	--	Mar 31, 26	-27.67K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-177	--
COMERICA BANK	1.41K	Dec 31, 25	-10	0.01%
ORG Partners LLC	777	Dec 31, 25	+16	0.00%
CIBC Private Wealth Group, LLC	161	Dec 31, 25	+161	0.00%
First International Bank & Trust	776.93K	Sep 30, 25	-28.07K	3.91%
BRASS TAX WEALTH MANAGEMENT, INC	9.42K	Sep 30, 25	-20	0.05%
Horan Securities, Inc.	42.84K	Jun 30, 25	-1.84K	0.22%
Corrigan Financial, Inc.	904.46K	Mar 31, 25	+14.87K	4.55%
Orion Portfolio Solutions, LLC	27.37K	Mar 31, 25	--	0.14%
TrinityPoint Wealth, LLC	10.59K	Dec 31, 24	+1.94K	0.05%
Raymond James Financial Services Advisors, Inc.	124.90K	Sep 30, 24	-267	0.63%
RAYMOND JAMES & ASSOCIATES	36.32K	Sep 30, 24	-14.27K	0.18%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	29.20K	Jun 30, 24	-244	0.15%
Cetera Advisors LLC	--	Mar 31, 24	-10.76K	--
Curi Wealth Management, LLC	260.42K	Dec 31, 23	+22.65K	1.31%
COLONY GROUP LLC	298.62K	Sep 30, 23	-19.75K	1.50%
First Capital Advisors Group, LLC.	1	Jun 30, 23	+1	0.00%
Quantitative Advantage, LLC	43.62K	Mar 31, 23	+7.28K	0.22%
GOFEN & GLOSSBERG LLC /IL/	36.30K	Dec 31, 22	+12.66K	0.18%
Karp Capital Management Corp	302.34K	Sep 30, 22	+30.80K	1.52%
American Portfolios Advisors	135.43K	Sep 30, 22	+135.43K	0.68%
TRH Financial, LLC	29.13K	Jun 30, 22	-599	0.15%
BRINKER CAPITAL INC	--	Jun 30, 20	-37.30K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	699	Dec 31, 19	-125	0.00%
Advisor Group, Inc.	55	Dec 31, 19	--	0.00%
Ceros Financial Services Inc.	895	Mar 31, 19	+895	0.00%
MSI Financial Services Inc	2.95K	Dec 31, 16	+2	0.01%
VSR Financial Services, Inc.	75.53K	Jun 30, 16	+2.04K	0.38%
Cleary Gull Holdings Inc.	--	Mar 31, 16	-25.64K	--
CITY NATIONAL BANK	9.49K	Sep 30, 15	+9.49K	0.05%
MANAGED ACCOUNT ADVISORS LLC	43.40K	Jun 30, 15	+21.99K	0.22%
BOSTON PRIVATE BANK & TRUST CO	6.59K	Mar 31, 15	--	0.03%
UBS AG	152.28K	Sep 30, 14	+44.43K	0.77%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-29.50K	--

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

2.16M

Jun 30, 26

+207.75K

10.87%

HANTZ FINANCIAL SERVICES, INC.

2.11M

Jun 30, 26

+131.54K

10.63%

D.A. DAVIDSON & CO.

1.62M

Jun 30, 26

+74.87K

8.12%

RAYMOND JAMES FINANCIAL INC

1.61M

Jun 30, 26

+644.09K

8.08%

BANK OF AMERICA CORP /DE/

1.44M

Jun 30, 26

+548.19K

7.22%

MORGAN STANLEY

1.27M

Jun 30, 26

+316.51K

6.36%

Savant Capital, LLC

1.15M

Jun 30, 26

+465.79K

5.79%

TOBIAS FINANCIAL ADVISORS, INC.

1.08M

Jun 30, 26

+8.20K

5.43%

LPL Financial LLC

864.55K

Jun 30, 26

+130.82K

4.35%

Capital Analysts, LLC

701.42K

Jun 30, 26

+4.51K

3.53%

Wealth Enhancement Trust Services, Inc.

665.31K

Jun 30, 26

+44.28K

3.34%

Trilogy Capital Inc.

664.25K

Jun 30, 26

+315.25K

3.34%

SENTINEL PENSION ADVISORS INC

575.10K

Jun 30, 26

+55.89K

2.89%

Johnson Bixby & Associates, LLC

529.20K

Jun 30, 26

+36.76K

2.66%

New England Capital Financial Advisors LLC

508.25K

Jun 30, 26

+11.59K

2.56%

HighTower Advisors, LLC

491.06K

Jun 30, 26

-2.03K

2.47%

Private Wealth Asset Management, LLC

482.92K

Jun 30, 26

+116.57K

2.43%

CAPITAL PERFORMANCE ADVISORS LLP

412.46K

Jun 30, 26

+30.48K

2.07%

Private Advisor Group, LLC

401.51K

Jun 30, 26

+293.77K

2.02%

Smartleaf Asset Management LLC

400.19K

Jun 30, 26

2.01%

Eldridge Investment Advisors, Inc.

399.85K

Jun 30, 26

+18.32K

2.01%

First National Advisers, LLC

391.40K

Jun 30, 26

-30.30K

1.97%

THRIVENT FINANCIAL FOR LUTHERANS

352.05K

Jun 30, 26

+8.76K

1.77%

RMB Capital Management, LLC

350.52K

Jun 30, 26

+54.95K

1.76%

Freedom Financial Partners LLC

341.73K

Jun 30, 26

+3.53K

1.72%

First Heartland Consultants, Inc.

297.15K

Jun 30, 26

-330

1.49%

Harbor Group, Inc.

295.83K

Jun 30, 26

+4.45K

1.49%

Tilson Financial Group, Inc.

284.74K

Jun 30, 26

-2.04K

1.43%

Colony Group, LLC

283.12K

Jun 30, 26

+6.26K

1.42%

Pinnacle Financial Partners, Inc.

279.86K

Jun 30, 26

+279.86K

1.41%

RFG - Bristol Wealth Advisors, LLC

272.64K

Jun 30, 26

-632

1.37%

Intrua Financial, LLC

251.69K

Jun 30, 26

+213.42K

1.27%

PRIVATE CLIENT SERVICES, LLC

232.24K

Jun 30, 26

+8.48K

1.17%

JPMORGAN CHASE & CO

206.64K

Jun 30, 26

+129.97K

1.04%

WELLS FARGO & COMPANY/MN

187.55K

Jun 30, 26

+687

0.94%

CATALYST FINANCIAL PARTNERS LLC

176.95K

Jun 30, 26

+34.48K

0.89%

Bank of New York Mellon Corp

161.41K

Jun 30, 26

+23.53K

0.81%

Belpointe Asset Management LLC

161.25K

Jun 30, 26

+7.01K

0.81%

Fortis Capital Advisors, LLC

161.25K

Jun 30, 26

+7.01K

0.81%

Larson Financial Group LLC

146.89K

Jun 30, 26

+102.82K

0.74%

UBS Group AG

135.79K

Jun 30, 26

+16.26K

0.68%

Trinity Wealth Management, LLC

132.28K

Jun 30, 26

+132.28K

0.67%

ROYAL BANK OF CANADA

126.29K

Jun 30, 26

+34.76K

0.63%

Mariner, LLC

116.33K

Jun 30, 26

+76.87K

0.58%

MBE Wealth Management, LLC

116.04K

Jun 30, 26

+27.78K

0.58%

Geneos Wealth Management Inc.

99.07K

Jun 30, 26

-2.54K

0.50%

Crusonia Wealth Advisors LLC

71.69K

Jun 30, 26

+52.32K

0.36%

Apollon Wealth Management, LLC

71.68K

Jun 30, 26

-2.03K

0.36%

United Advisor Group, LLC

70.77K

Jun 30, 26

+1.97K

0.36%

Regal Investment Advisors LLC

68.21K

Jun 30, 26

+195

0.34%

Cambridge Investment Research Advisors, Inc.

66.02K

Jun 30, 26

+14.94K

0.33%

Portside Wealth Group, LLC

65.05K

Jun 30, 26

+65.05K

0.33%

Coastal Bridge Advisors, LLC

60.94K

Jun 30, 26

+312

0.31%

CAPTRUST FINANCIAL ADVISORS

60.02K

Jun 30, 26

-2.19K

0.30%

Sanctuary Advisors, LLC

59.05K

Jun 30, 26

-83

0.30%

KWB Wealth

56.96K

Jun 30, 26

-18.35K

0.29%

Nuveen, LLC

56.69K

Jun 30, 26

+56.69K

0.29%

SCOTIA CAPITAL INC.

56.48K

Jun 30, 26

-911

0.28%

Pathstone Holdings, LLC

54.42K

Jun 30, 26

+11.99K

0.27%

Janney Montgomery Scott LLC

53.23K

Jun 30, 26

+5.18K

0.27%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

52.68K

Jun 30, 26

+1.13K

0.26%

BARNES PETTEY FINANCIAL ADVISORS, LLC

51.62K

Jun 30, 26

+4.34K

0.26%

48.12K

Jun 30, 26

+537

0.24%

HORAN Wealth, LLC

47.62K

Jun 30, 26

+2.59K

0.24%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

44.74K

Jun 30, 26

+482

0.22%

Brinker Capital Investments, LLC

44.22K

Jun 30, 26

+17.48K

0.22%

XML Financial, LLC

43.83K

Jun 30, 26

+7.55K

0.22%

Twelve Points Wealth Management LLC

42.87K

Jun 30, 26

+2.37K

0.22%

Merit Financial Group, LLC

41.67K

Jun 30, 26

0.21%

EverSource Wealth Advisors, LLC

40.02K

Jun 30, 26

+32.27K

0.20%

Summit Financial, LLC

39.75K

Jun 30, 26

-42

0.20%

Independent Family Office, LLC

39.61K

Jun 30, 26

0.20%

SHELTON CAPITAL MANAGEMENT

36.29K

Jun 30, 26

+5.62K

0.18%

ADVISOR GROUP HOLDINGS, INC.

33.80K

Jun 30, 26

+6.27K

0.17%

Knuff & Co LLC

31.77K

Jun 30, 26

+25.02K

0.16%

Aviance Capital Partners, LLC

31.33K

Jun 30, 26

-62

0.16%

WILEY BROS.-AINTREE CAPITAL, LLC

30.89K

Jun 30, 26

+819

0.16%

Waverly Advisors, LLC

30.70K

Jun 30, 26

-1.53K

0.15%

Atomi Financial Group, Inc.

30.31K

Jun 30, 26

+4.04K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

29.47K

Jun 30, 26

+17.15K

0.15%

STIFEL FINANCIAL CORP

28.39K

Jun 30, 26

+3.17K

0.14%

Salomon & Ludwin, LLC

27.93K

Jun 30, 26

+27.93K

0.14%

WIN ADVISORS, INC

27.55K

Jun 30, 26

-177

0.14%

IFG Advisory, LLC

27.44K

Jun 30, 26

+27.44K

0.14%

Breakwater Investment Management

27.39K

Jun 30, 26

+22.12K

0.14%

Kestra Advisory Services, LLC

26.97K

Jun 30, 26

0.14%

Farther Finance Advisors, LLC

26.45K

Jun 30, 26

+2.62K

0.13%

Betterment LLC

24.23K

Jun 30, 26

+2.47K

0.12%

Coppell Advisory Solutions LLC

24.23K

Jun 30, 26

+24.23K

0.12%

Fermata Advisors, LLC

23.55K

Jun 30, 26

+1.68K

0.12%

ECLECTIC ASSOCIATES INC /ADV

21.93K

Jun 30, 26

-116

0.11%

Legacy Financial Group LLC

21.27K

Jun 30, 26

+2.50K

0.11%

Veracity Capital LLC

21.24K

Jun 30, 26

+1.57K

0.11%

Cetera Investment Advisers

19.94K

Jun 30, 26

-17

0.10%

Mutual Advisors, LLC

18.94K

Jun 30, 26

+18.94K

0.10%

XY Planning Network, Inc.

17.60K

Jun 30, 26

-110

0.09%

FLAGSHIP HARBOR ADVISORS, LLC

17.43K

Jun 30, 26

+3.21K

0.09%

Providence First Trust Co

16.67K

Jun 30, 26

+16.67K

0.08%

Keystone Financial Group

15.69K

Jun 30, 26

-2.86K

0.08%

Equitable Holdings, Inc.

15.59K

Jun 30, 26

+5.02K

0.08%

Cornerstone Wealth Management, LLC

15.25K

Jun 30, 26

+169

0.08%

DAVIDSON TRUST CO

14.86K

Jun 30, 26

+2.93K

0.07%

Ethic Inc.

13.68K

Jun 30, 26

+13.68K

0.07%

PRAIRIEVIEW WEALTH PARTNERS, LLC

13.66K

Jun 30, 26

-619

0.07%

Waterloo Capital, L.P.

13.24K

Jun 30, 26

+803

0.07%

Pasadena Private Wealth, LLC

13.13K

Jun 30, 26

-2.66K

0.07%

CITY NATIONAL BANK OF FLORIDA /MSD

13.00K

Jun 30, 26

0.07%

Atria Investments, Inc

12.95K

Jun 30, 26

+5.60K

0.07%

SCHMIDT P J INVESTMENT MANAGEMENT INC

12.55K

Jun 30, 26

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

11.74K

Jun 30, 26

-16

0.06%

Ignite Planners, LLC

11.68K

Jun 30, 26

+1.18K

0.06%

Miracle Mile Advisors, LLC

11.44K

Jun 30, 26

0.06%

RFG Advisory, LLC

10.01K

Jun 30, 26

+2.92K

0.05%

Wealthcare Advisory Partners LLC

9.99K

Jun 30, 26

-1.10K

0.05%

Retireful, LLC

9.71K

Jun 30, 26

-1.62K

0.05%

L.K. Benson & Company, P.C.

9.02K

Jun 30, 26

+36

0.05%

BANK OF MONTREAL /CAN/

8.73K

Jun 30, 26

-2.50K

0.04%

LaSalle St. Investment Advisors, LLC

8.68K

Jun 30, 26

-182

0.04%

MONECO Advisors, LLC

8.50K

Jun 30, 26

+1.00K

0.04%

Pensionmark Financial Group, LLC

8.49K

Jun 30, 26

+1.34K

0.04%

J.W. COLE ADVISORS, INC.

8.36K

Jun 30, 26

+8.36K

0.04%

Shepherd Financial Partners LLC

8.32K

Jun 30, 26

-2.35K

0.04%

Financial Network Wealth Advisors LLC

8.31K

Jun 30, 26

+8.31K

0.04%

Diversify Advisory Services, LLC

8.26K

Jun 30, 26

+8.26K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.26K

Jun 30, 26

-1.04K

0.04%

HCR Wealth Advisors

8.11K

Jun 30, 26

+522

0.04%

THOMPSON DAVIS & CO., INC.

8.01K

Jun 30, 26

-1.10K

0.04%

LANGLEY WEALTH MANAGEMENT, LLC

7.87K

Jun 30, 26

+7.87K

0.04%

NORDEN GROUP LLC

7.53K

Jun 30, 26

+7.53K

0.04%

NBC SECURITIES, INC.

6.96K

Jun 30, 26

+106

0.04%

Federation des caisses Desjardins du Quebec

6.80K

Jun 30, 26

+800

0.03%

Cornerstone Wealth Group, LLC

6.49K

Jun 30, 26

-368

0.03%

Brookwood Investment Group LLC

6.02K

Jun 30, 26

+190

0.03%

Elevation Capital Advisory, LLC

5.92K

Jun 30, 26

-26.64K

0.03%

Alliance Wealth Advisors, LLC /UT

5.80K

Jun 30, 26

+5.80K

0.03%

Advisors Asset Management, Inc.

5.36K

Jun 30, 26

-5.70K

0.03%

JFS WEALTH ADVISORS, LLC

5.33K

Jun 30, 26

+2.05K

0.03%

Global Retirement Partners, LLC

5.31K

Jun 30, 26

+5.31K

0.03%

Ameritas Advisory Services, LLC

4.62K

Jun 30, 26

+4.62K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

4.53K

Jun 30, 26

+4.53K

0.02%

Rockefeller Capital Management L.P.

3.91K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

3.74K

Jun 30, 26

+3.74K

0.02%

HARBOUR INVESTMENTS, INC.

3.62K

Jun 30, 26

-181

0.02%

JONES FINANCIAL COMPANIES LLLP

3.48K

Jun 30, 26

+1.52K

0.02%

FIFTH THIRD BANCORP

3.40K

Jun 30, 26

+185

0.02%

Continuum Advisory, LLC

3.38K

Jun 30, 26

+3.38K

0.02%

SBI Securities Co., Ltd.

3.24K

Jun 30, 26

-449

0.02%

Integrated Wealth Concepts LLC

2.65K

Jun 30, 26

+2.65K

0.01%

US BANCORP \DE\

1.97K

Jun 30, 26

0.01%

Plante Moran Financial Advisors, LLC

1.47K

Jun 30, 26

+1.47K

0.01%

PRIVATE TRUST CO NA

1.32K

Jun 30, 26

+725

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

885

Jun 30, 26

-705

0.00%

Ronald Blue Trust, Inc.

530

Jun 30, 26

+530

0.00%

Crewe Advisors LLC

405

Jun 30, 26

+405

0.00%

Steward Partners Investment Advisory, LLC

400

Jun 30, 26

0.00%

SIGNATUREFD, LLC

369

Jun 30, 26

+19

0.00%

ASSETMARK, INC

256

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

221

Jun 30, 26

+107

0.00%

Signature Equity Partners, LLC

175

Jun 30, 26

0.00%

AE Wealth Management LLC

151

Jun 30, 26

+151

0.00%

CX Institutional

137

Jun 30, 26

0.00%

Cheviot Value Management, LLC

111

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+36

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

0.00%

FMR LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

-54

SWF LLC

Jun 30, 26

-5.79K

SIMPLEX TRADING, LLC

Jun 30, 26

-2

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-9

Mosley Wealth Management

Jun 30, 26

-19

JANE STREET GROUP, LLC

Jun 30, 26

-7.35K

Root Financial Partners, LLC

Jun 30, 26

-90

Golden State Equity Partners

Jun 30, 26

-778

Advisory Services Network, LLC

Jun 30, 26

-796

MAI Capital Management

Jun 30, 26

-296

HANTZ FINANCIAL SERVICES, INC.

1.98M

Mar 31, 26

+124.68K

9.96%

ENVESTNET ASSET MANAGEMENT INC

1.95M

Mar 31, 26

+400.53K

9.82%

D.A. DAVIDSON & CO.

1.54M

Mar 31, 26

+50.43K

7.75%

TOBIAS FINANCIAL ADVISORS, INC.

1.07M

Mar 31, 26

+27.97K

5.38%

RAYMOND JAMES FINANCIAL INC

963.99K

Mar 31, 26

+560.43K

4.85%

MORGAN STANLEY

948.99K

Mar 31, 26

-8.93K

4.77%

BANK OF AMERICA CORP /DE/

888.05K

Mar 31, 26

+58.68K

4.46%

LPL Financial LLC

733.73K

Mar 31, 26

+290.39K

3.69%

Capital Analysts, LLC

696.91K

Mar 31, 26

-9.39K

3.50%

Savant Capital, LLC

685.20K

Mar 31, 26

+374.76K

3.44%

SENTINEL PENSION ADVISORS INC

519.21K

Mar 31, 26

+519.21K

2.61%

HighTower Advisors, LLC

493.09K

Mar 31, 26

-154.75K

2.48%

Johnson Bixby & Associates, LLC

492.44K

Mar 31, 26

+474.43K

2.48%

CAPITAL PERFORMANCE ADVISORS LLP

381.98K

Mar 31, 26

+11.73K

1.92%

Eldridge Investment Advisors, Inc.

381.53K

Mar 31, 26

+14.36K

1.92%

Private Wealth Asset Management, LLC

366.35K

Mar 31, 26

+166.11K

1.84%

Trilogy Capital Inc.

348.99K

Mar 31, 26

-60.41K

1.75%

THRIVENT FINANCIAL FOR LUTHERANS

343.29K

Mar 31, 26

+9.24K

1.73%

First Heartland Consultants, Inc.

297.48K

Mar 31, 26

-7.80K

1.50%

RMB Capital Management, LLC

295.58K

Mar 31, 26

+13.32K

1.49%

Harbor Group, Inc.

291.38K

Mar 31, 26

-2.35K

1.46%

Colony Group, LLC

276.86K

Mar 31, 26

-8.29K

1.39%

PRIVATE CLIENT SERVICES, LLC

223.76K

Mar 31, 26

+4.73K

1.12%

CWM, LLC

212.12K

Mar 31, 26

+212.12K

1.07%

WELLS FARGO & COMPANY/MN

186.87K

Mar 31, 26

-30.90K

0.94%

Belpointe Asset Management LLC

154.24K

Mar 31, 26

+154.24K

0.78%

CATALYST FINANCIAL PARTNERS LLC

142.47K

Mar 31, 26

+30.55K

0.72%

Bank of New York Mellon Corp

137.88K

Mar 31, 26

+29.17K

0.69%

UBS Group AG

119.53K

Mar 31, 26

+18.95K

0.60%

Private Advisor Group, LLC

107.74K

Mar 31, 26

+55.44K

0.54%

Geneos Wealth Management Inc.

101.61K

Mar 31, 26

-4.01K

0.51%

ROYAL BANK OF CANADA

91.53K

Mar 31, 26

+77.68K

0.46%

MBE Wealth Management, LLC

88.26K

Mar 31, 26

-1.12K

0.44%

JPMORGAN CHASE & CO

76.67K

Mar 31, 26

+73.91K

0.39%

KWB Wealth

75.30K

Mar 31, 26

-459

0.38%

Apollon Wealth Management, LLC

73.71K

Mar 31, 26

-2.96K

0.37%

Regal Investment Advisors LLC

68.01K

Mar 31, 26

-6.25K

0.34%

CAPTRUST FINANCIAL ADVISORS

62.20K

Mar 31, 26

+3.94K

0.31%

Coastal Bridge Advisors, LLC

60.62K

Mar 31, 26

+8.71K

0.30%

Sanctuary Advisors, LLC

59.13K

Mar 31, 26

+4.22K

0.30%

SCOTIA CAPITAL INC.

57.39K

Mar 31, 26

+10.41K

0.29%

Cambridge Investment Research Advisors, Inc.

51.08K

Mar 31, 26

+986

0.26%

Janney Montgomery Scott LLC

48.05K

Mar 31, 26

+48.05K

0.24%

Skopos Labs, Inc.

47.78K

Mar 31, 26

+3.56K

0.24%

BARNES PETTEY FINANCIAL ADVISORS, LLC

47.28K

Mar 31, 26

+10.04K

0.24%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

44.26K

Mar 31, 26

-947

0.22%

Larson Financial Group LLC

44.07K

Mar 31, 26

-1.78K

0.22%

Merit Financial Group, LLC

41.67K

Mar 31, 26

+27.70K

0.21%

Twelve Points Wealth Management LLC

40.50K

Mar 31, 26

+1.41K

0.20%

Summit Financial, LLC

39.79K

Mar 31, 26

-22.07K

0.20%

Independent Family Office, LLC

39.61K

Mar 31, 26

0.20%

Intrua Financial, LLC

38.27K

Mar 31, 26

-12.37K

0.19%

XML Financial, LLC

36.28K

Mar 31, 26

+8.39K

0.18%

Elevation Capital Advisory, LLC

32.56K

Mar 31, 26

+19.80K

0.16%

Waverly Advisors, LLC

32.23K

Mar 31, 26

+22.80K

0.16%

Aviance Capital Partners, LLC

31.39K

Mar 31, 26

-44

0.16%

SHELTON CAPITAL MANAGEMENT

30.67K

Mar 31, 26

+30.67K

0.15%

WILEY BROS.-AINTREE CAPITAL, LLC

30.07K

Mar 31, 26

+30.07K

0.15%

WIN ADVISORS, INC

27.72K

Mar 31, 26

+27.72K

0.14%

ADVISOR GROUP HOLDINGS, INC.

27.54K

Mar 31, 26

-192

0.14%

Kestra Advisory Services, LLC

26.97K

Mar 31, 26

-429

0.14%

STIFEL FINANCIAL CORP

25.23K

Mar 31, 26

+11.19K

0.13%

ECLECTIC ASSOCIATES INC /ADV

22.04K

Mar 31, 26

+4.63K

0.11%

Fermata Advisors, LLC

21.88K

Mar 31, 26

+3.05K

0.11%

Betterment LLC

21.77K

Mar 31, 26

+3.43K

0.11%

Cetera Investment Advisers

19.96K

Mar 31, 26

-2.55K

0.10%

Veracity Capital LLC

19.67K

Mar 31, 26

-16

0.10%

Legacy Financial Group LLC

18.77K

Mar 31, 26

-268

0.09%

Keystone Financial Group

18.56K

Mar 31, 26

-199

0.09%

XY Planning Network, Inc.

17.71K

Mar 31, 26

0.09%

Pasadena Private Wealth, LLC

15.79K

Mar 31, 26

+1.05K

0.08%

Cornerstone Wealth Management, LLC

15.08K

Mar 31, 26

+782

0.08%

FLAGSHIP HARBOR ADVISORS, LLC

14.22K

Mar 31, 26

+14.22K

0.07%

CITY NATIONAL BANK OF FLORIDA /MSD

13.00K

Mar 31, 26

0.07%

SCHMIDT P J INVESTMENT MANAGEMENT INC

12.55K

Mar 31, 26

-1.80K

0.06%

Waterloo Capital, L.P.

12.44K

Mar 31, 26

+12.44K

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

12.32K

Mar 31, 26

+3.81K

0.06%

DAVIDSON TRUST CO

11.93K

Mar 31, 26

+274

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

11.76K

Mar 31, 26

-1.22K

0.06%

Miracle Mile Advisors, LLC

11.44K

Mar 31, 26

-505

0.06%

Retireful, LLC

11.33K

Mar 31, 26

+11.33K

0.06%

BANK OF MONTREAL /CAN/

11.23K

Mar 31, 26

+258

0.06%

Wealthcare Advisory Partners LLC

11.09K

Mar 31, 26

+338

0.06%

Advisors Asset Management, Inc.

11.06K

Mar 31, 26

-6.71K

0.06%

Shepherd Financial Partners LLC

10.67K

Mar 31, 26

+1.30K

0.05%

Equitable Holdings, Inc.

10.57K

Mar 31, 26

+10.57K

0.05%

Ignite Planners, LLC

10.50K

Mar 31, 26

+491

0.05%

THOMPSON DAVIS & CO., INC.

9.10K

Mar 31, 26

+9.10K

0.05%

EverSource Wealth Advisors, LLC

7.75K

Mar 31, 26

+4.61K

0.04%

HCR Wealth Advisors

7.59K

Mar 31, 26

-3.00K

0.04%

MONECO Advisors, LLC

7.49K

Mar 31, 26

+7.49K

0.04%

JANE STREET GROUP, LLC

7.35K

Mar 31, 26

-34.42K

0.04%

Atria Investments, Inc

7.35K

Mar 31, 26

-53.92K

0.04%

Pensionmark Financial Group, LLC

7.15K

Mar 31, 26

+7.15K

0.04%

RFG Advisory, LLC

7.09K

Mar 31, 26

+7.09K

0.04%

Cornerstone Wealth Group, LLC

6.86K

Mar 31, 26

-109

0.03%

NBC SECURITIES, INC.

6.86K

Mar 31, 26

+6.86K

0.03%

Knuff & Co LLC

6.74K

Mar 31, 26

+6.74K

0.03%

Rockefeller Capital Management L.P.

3.90K

Mar 31, 26

-40

0.02%

HARBOUR INVESTMENTS, INC.

3.81K

Mar 31, 26

+112

0.02%

SBI Securities Co., Ltd.

3.69K

Mar 31, 26

+1.51K

0.02%

JFS WEALTH ADVISORS, LLC

3.27K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

3.21K

Mar 31, 26

+3.21K

0.02%

US BANCORP \DE\

1.97K

Mar 31, 26

+1.97K

0.01%

JONES FINANCIAL COMPANIES LLLP

1.96K

Mar 31, 26

-177

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.59K

Mar 31, 26

+1.55K

0.01%

Advisory Services Network, LLC

796

Mar 31, 26

+796

0.00%

Golden State Equity Partners

778

Mar 31, 26

+778

0.00%

PRIVATE TRUST CO NA

600

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

400

Mar 31, 26

0.00%

SIGNATUREFD, LLC

350

Mar 31, 26

+30

0.00%

MAI Capital Management

296

Mar 31, 26

0.00%

ASSETMARK, INC

256

Mar 31, 26

0.00%

CX Institutional

137

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

114

Mar 31, 26

+114

0.00%

Cheviot Value Management, LLC

111

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

0.00%

FMR LLC

Mar 31, 26

0.00%

Matrix Trust Co

Mar 31, 26

-10.29K

Coppell Advisory Solutions LLC

Mar 31, 26

-11.87K

IFG Advisory, LLC

Mar 31, 26

-27.67K

Qube Research & Technologies Ltd

Mar 31, 26

-177

COMERICA BANK

1.41K

Dec 31, 25

-10

0.01%

ORG Partners LLC

777

Dec 31, 25

+16

0.00%

CIBC Private Wealth Group, LLC

161

Dec 31, 25

+161

0.00%

First International Bank & Trust

776.93K

Sep 30, 25

-28.07K

3.91%

BRASS TAX WEALTH MANAGEMENT, INC

9.42K

Sep 30, 25

-20

0.05%

Horan Securities, Inc.

42.84K

Jun 30, 25

-1.84K

0.22%

Corrigan Financial, Inc.

904.46K

Mar 31, 25

+14.87K

4.55%

Orion Portfolio Solutions, LLC

27.37K

Mar 31, 25

0.14%

TrinityPoint Wealth, LLC

10.59K

Dec 31, 24

+1.94K

0.05%

Raymond James Financial Services Advisors, Inc.

124.90K

Sep 30, 24

-267

0.63%

RAYMOND JAMES & ASSOCIATES

36.32K

Sep 30, 24

-14.27K

0.18%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

29.20K

Jun 30, 24

-244

0.15%

Cetera Advisors LLC

Mar 31, 24

-10.76K

Curi Wealth Management, LLC

260.42K

Dec 31, 23

+22.65K

1.31%

COLONY GROUP LLC

298.62K

Sep 30, 23

-19.75K

1.50%

First Capital Advisors Group, LLC.

Jun 30, 23

0.00%

Quantitative Advantage, LLC

43.62K

Mar 31, 23

+7.28K

0.22%

GOFEN & GLOSSBERG LLC /IL/

36.30K

Dec 31, 22

+12.66K

0.18%

Karp Capital Management Corp

302.34K

Sep 30, 22

+30.80K

1.52%

American Portfolios Advisors

135.43K

Sep 30, 22

+135.43K

0.68%

TRH Financial, LLC

29.13K

Jun 30, 22

-599

0.15%

BRINKER CAPITAL INC

Jun 30, 20

-37.30K

LADENBURG THALMANN FINANCIAL SERVICES INC.

699

Dec 31, 19

-125

0.00%

Advisor Group, Inc.

Dec 31, 19

0.00%

Ceros Financial Services Inc.

895

Mar 31, 19

+895

0.00%

MSI Financial Services Inc

2.95K

Dec 31, 16

0.01%

VSR Financial Services, Inc.

75.53K

Jun 30, 16

+2.04K

0.38%

Cleary Gull Holdings Inc.

Mar 31, 16

-25.64K

CITY NATIONAL BANK

9.49K

Sep 30, 15

+9.49K

0.05%

MANAGED ACCOUNT ADVISORS LLC

43.40K

Jun 30, 15

+21.99K

0.22%

BOSTON PRIVATE BANK & TRUST CO

6.59K

Mar 31, 15

0.03%

UBS AG

152.28K

Sep 30, 14

+44.43K

0.77%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-29.50K