How do I set a price alert for SCHI?

To set a SCHI price alert on Stock Alarm Pro, navigate to the SCHI quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for SCHI?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for SCHI. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for SCHI?

Stock Alarm Pro supports over 125 trigger types for SCHI: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about SCHI price changes?

SCHI alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for SCHI alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for SCHI and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

SCHI Institutional Ownership & 13F Filings

Schwab 5-10 Year Corporate Bond ETF(SCHI)

$21.45—Stale · unknown old

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Schwab 5-10 Year Corporate Bond ETF(SCHI)

NYSE • Last print unknown agoAbout this dataData status

$21.45—Stale · unknown old

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SCHI(SCHI)

SCHI

Institutional Ownership

Top 344 Institutional Holders

Holder	Shares	Date	Change	% Held
CAPTRUST FINANCIAL ADVISORS	8.77M	Jun 30, 26	+241.67K	1.68%
RiverFront Investment Group, LLC	8.49M	Jun 30, 26	+31.62K	1.63%
ENVESTNET ASSET MANAGEMENT INC	7.24M	Jun 30, 26	+28.37K	1.39%
RAYMOND JAMES FINANCIAL INC	2.49M	Jun 30, 26	-267.88K	0.48%
ALLSTATE CORP	1.84M	Jun 30, 26	+1.84M	0.35%
AMERIPRISE FINANCIAL INC	1.30M	Jun 30, 26	-300.90K	0.25%
ROYAL BANK OF CANADA	1.25M	Jun 30, 26	+152.05K	0.24%
Bouchey Financial Group Ltd	1.15M	Jun 30, 26	-316.26K	0.22%
Permanens Capital L.P.	1.10M	Jun 30, 26	-249.97K	0.21%
CITADEL ADVISORS LLC	1.01M	Jun 30, 26	+696.65K	0.19%
BANK OF AMERICA CORP /DE/	859.62K	Jun 30, 26	-160.84K	0.16%
Janney Montgomery Scott LLC	743.98K	Jun 30, 26	-10.83K	0.14%
L2 Asset Management, LLC	665.71K	Jun 30, 26	-647.33K	0.13%
WestHill Financial Advisors, Inc.	652.03K	Jun 30, 26	+19.86K	0.13%
STIFEL FINANCIAL CORP	559.09K	Jun 30, 26	+9.00K	0.11%
LPL Financial LLC	521.04K	Jun 30, 26	+23.62K	0.10%
Charles Schwab Trust Co	520.48K	Jun 30, 26	+9.14K	0.10%
VAN STRUM & TOWNE INC.	504.01K	Jun 30, 26	-4.47K	0.10%
OGOREK ANTHONY JOSEPH /NY/ /ADV	473.45K	Jun 30, 26	+5.84K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	438.38K	Jun 30, 26	+438.38K	0.08%
Cetera Investment Advisers	428.44K	Jun 30, 26	+145.54K	0.08%
White & Co Financial Planning Inc	427.38K	Jun 30, 26	+49.58K	0.08%
FF Advisors,LLC	400.46K	Jun 30, 26	+219.25K	0.08%
WT Wealth Management	385.87K	Jun 30, 26	+45.27K	0.07%
Kaizen Financial Strategies	370.73K	Jun 30, 26	+2.09K	0.07%
Advisory Services Network, LLC	359.32K	Jun 30, 26	-15.42K	0.07%
Systelligence, LLC	306.40K	Jun 30, 26	+41.68K	0.06%
Kestra Advisory Services, LLC	305.47K	Jun 30, 26	+252.45K	0.06%
Bank of New Hampshire	247.29K	Jun 30, 26	+12.18K	0.05%
TRUIST FINANCIAL CORP	237.07K	Jun 30, 26	+2.14K	0.05%
Prairiewood Capital, LLC	231.82K	Jun 30, 26	+21.84K	0.04%
Mutual Advisors, LLC	230.54K	Jun 30, 26	+18.46K	0.04%
JPMORGAN CHASE & CO	226.82K	Jun 30, 26	-592.27K	0.04%
Arrowroot Family Office, LLC	225.88K	Jun 30, 26	+31.79K	0.04%
Madden Advisory Services, Inc.	224.99K	Jun 30, 26	-5.35K	0.04%
AssuredPartners Investment Advisors, LLC	223.44K	Jun 30, 26	+10.46K	0.04%
Mariner, LLC	206.59K	Jun 30, 26	+594	0.04%
Seek First Inc.	187.11K	Jun 30, 26	-7.23K	0.04%
RATIONAL ADVISORS LLC	184.36K	Jun 30, 26	+184.36K	0.04%
Wealthspire Advisors, LLC	179.76K	Jun 30, 26	+42.84K	0.03%
BLAIR WILLIAM & CO/IL	178.30K	Jun 30, 26	-40.44K	0.03%
Atria Investments, Inc	168.01K	Jun 30, 26	+168.01K	0.03%
DecisionPoint Financial, LLC	161.28K	Jun 30, 26	-1.91K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	151.73K	Jun 30, 26	+55.75K	0.03%
WFA of San Diego, LLC	144.64K	Jun 30, 26	+6.13K	0.03%
Entelevest, LLC	142.99K	Jun 30, 26	+9.94K	0.03%
HighTower Advisors, LLC	142.98K	Jun 30, 26	+10.03K	0.03%
MFG WEALTH MANAGEMENT, INC.	138.56K	Jun 30, 26	+5.88K	0.03%
Cascades Capital Asset Management, LLC	128.06K	Jun 30, 26	+6.55K	0.02%
MML INVESTORS SERVICES, LLC	125.54K	Jun 30, 26	+41.94K	0.02%
Creative Planning	124.05K	Jun 30, 26	+523	0.02%
Beacon Bridge Wealth Partners, LLC	121.02K	Jun 30, 26	-4.56K	0.02%
Savant Capital, LLC	116.17K	Jun 30, 26	+56.96K	0.02%
Sanctuary Advisors, LLC	113.59K	Jun 30, 26	+4.78K	0.02%
Concurrent Investment Advisors, LLC	111.53K	Jun 30, 26	-4.41K	0.02%
HRT FINANCIAL LP	107.67K	Jun 30, 26	+107.67K	0.02%
CITIGROUP INC	105.91K	Jun 30, 26	+54.19K	0.02%
Citizens National Bank Trust Department	95.81K	Jun 30, 26	+1.01K	0.02%
Equitable Holdings, Inc.	93.91K	Jun 30, 26	+1.22K	0.02%
Essex LLC	89.75K	Jun 30, 26	+2.61K	0.02%
Bestgate Wealth Advisors, LLC	82.68K	Jun 30, 26	+2.19K	0.02%
ADVISOR GROUP HOLDINGS, INC.	81.34K	Jun 30, 26	+7.94K	0.02%
CERTIOR FINANCIAL GROUP, LLC	78.83K	Jun 30, 26	+5.36K	0.02%
INTEGRAL INVESTMENT ADVISORS, INC.	78.31K	Jun 30, 26	+11.05K	0.02%
MORGAN STANLEY	77.62K	Jun 30, 26	-50.76K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	73.78K	Jun 30, 26	+187	0.01%
Caitlin John, LLC	72.23K	Jun 30, 26	-264.86K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	72.09K	Jun 30, 26	+2.54K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	70.60K	Jun 30, 26	-29.18K	0.01%
CreativeOne Wealth, LLC	69.53K	Jun 30, 26	+1.37K	0.01%
DAVENPORT & Co LLC	68.07K	Jun 30, 26	+51.49K	0.01%
Advisors Capital Management, LLC	63.93K	Jun 30, 26	-1.77K	0.01%
JANE STREET GROUP, LLC	61.83K	Jun 30, 26	-310.87K	0.01%
FIDUCIARY FINANCIAL ADVISORS	60.28K	Jun 30, 26	+60.28K	0.01%
Pinnacle Family Advisors, LLC	57.61K	Jun 30, 26	+767	0.01%
Worth Asset Management, LLC	54.86K	Jun 30, 26	+5.94K	0.01%
Sculati Wealth Management, LLC	54.11K	Jun 30, 26	+2.23K	0.01%
FIFTH THIRD BANCORP	53.63K	Jun 30, 26	-890	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	49.63K	Jun 30, 26	+2.35K	0.01%
Main Street Research LLC	46.49K	Jun 30, 26	+2.16K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	46.13K	Jun 30, 26	-28.12K	0.01%
CI Private Wealth, LLC	45.30K	Jun 30, 26	-9.22K	0.01%
Colony Group, LLC	45.14K	Jun 30, 26	+4.30K	0.01%
Harel Insurance Investments & Financial Services Ltd.	43.65K	Jun 30, 26	+9.33K	0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC	42.48K	Jun 30, 26	+24.14K	0.01%
Avidian Wealth Solutions, LLC	39.62K	Jun 30, 26	+6.62K	0.01%
Peregrine Asset Advisers, Inc.	38.31K	Jun 30, 26	+38.31K	0.01%
FMR LLC	36.06K	Jun 30, 26	-7.90K	0.01%
MONEY CONCEPTS CAPITAL CORP	34.64K	Jun 30, 26	+4.99K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	34.23K	Jun 30, 26	+1.41K	0.01%
Sigma Planning Corp	31.31K	Jun 30, 26	+450	0.01%
IFP Advisors, Inc	30.99K	Jun 30, 26	+9.51K	0.01%
Facet Wealth, Inc.	30.68K	Jun 30, 26	+14.34K	0.01%
FLAGSTAR ADVISORS INC.	30.58K	Jun 30, 26	+2.01K	0.01%
Keeler THomas Management LLC	29.93K	Jun 30, 26	+29.93K	0.01%
Cerity Partners LLC	29.32K	Jun 30, 26	+8.44K	0.01%
Koshinski Asset Management, Inc.	28.20K	Jun 30, 26	+16	0.01%
Vident Advisory, LLC	28.03K	Jun 30, 26	-151.32K	0.01%
Christensen, King & Associates Investment Services, Inc.	27.92K	Jun 30, 26	--	0.01%
Meridian Wealth Management, LLC	27.50K	Jun 30, 26	+2.36K	0.01%
Farther Finance Advisors, LLC	27.07K	Jun 30, 26	+18.76K	0.01%
XCELSIOR ADVISOR PARTNERS LLC	26.96K	Jun 30, 26	+26.96K	0.01%
Joule Financial, LLC	25.32K	Jun 30, 26	--	0.00%
PRINCIPAL SECURITIES, INC.	24.25K	Jun 30, 26	+2.10K	0.00%
PACIFIC CAPITAL WEALTH ADVISORS, INC	24.12K	Jun 30, 26	-371	0.00%
Cambridge Investment Research Advisors, Inc.	24.06K	Jun 30, 26	+573	0.00%
WealthBridge Capital Management, LLC	23.66K	Jun 30, 26	+1.00K	0.00%
EP Wealth Advisors, LLC	23.21K	Jun 30, 26	+10.15K	0.00%
Rossby Financial, LCC	23.17K	Jun 30, 26	+13.58K	0.00%
SCOTIA CAPITAL INC.	21.61K	Jun 30, 26	+5.90K	0.00%
Waverly Advisors, LLC	21.54K	Jun 30, 26	-888	0.00%
Brookstone Capital Management	20.73K	Jun 30, 26	+1.00K	0.00%
Valmark Advisers, Inc.	20.26K	Jun 30, 26	--	0.00%
Jupiter Wealth Management LLC	20.00K	Jun 30, 26	--	0.00%
Cito Capital Group, LLC	20.00K	Jun 30, 26	--	0.00%
Andina Capital Management, LLC	19.89K	Jun 30, 26	-87.72K	0.00%
Forum Financial Management, LP	19.82K	Jun 30, 26	--	0.00%
Asset Allocation Strategies LLC	19.59K	Jun 30, 26	-271	0.00%
Betterment LLC	19.54K	Jun 30, 26	+6.34K	0.00%
Capstone Wealth Management Group, Inc.	18.80K	Jun 30, 26	+18.80K	0.00%
HARBOUR INVESTMENTS, INC.	18.70K	Jun 30, 26	+314	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	17.53K	Jun 30, 26	+17.53K	0.00%
J.W. COLE ADVISORS, INC.	16.99K	Jun 30, 26	+16.99K	0.00%
Sequoia Financial Advisors, LLC	16.51K	Jun 30, 26	-6.63K	0.00%
WealthPlan Investment Management, LLC	16.50K	Jun 30, 26	+257	0.00%
CIBC Bancorp USA Inc.	16.38K	Jun 30, 26	+713	0.00%
Spartan Wealth Advisory Services LLC	16.23K	Jun 30, 26	+300	0.00%
Capital Analysts, LLC	15.84K	Jun 30, 26	-174	0.00%
NATIONAL BANK OF CANADA /FI/	14.49K	Jun 30, 26	--	0.00%
Quartz Partners, LLC	14.38K	Jun 30, 26	--	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	14.29K	Jun 30, 26	+14.29K	0.00%
Steelhead Wealth Management LLC	14.19K	Jun 30, 26	+14.19K	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	14.08K	Jun 30, 26	-1.65K	0.00%
Swisher Financial Concepts, Inc.	14.06K	Jun 30, 26	--	0.00%
IEQ CAPITAL, LLC	13.81K	Jun 30, 26	+13.81K	0.00%
PATTEN & PATTEN INC/TN	13.50K	Jun 30, 26	--	0.00%
Ameritas Advisory Services, LLC	13.30K	Jun 30, 26	+13.30K	0.00%
Advisor Resource Council	13.21K	Jun 30, 26	-386	0.00%
CERTUITY, LLC	13.12K	Jun 30, 26	--	0.00%
MONECO Advisors, LLC	13.04K	Jun 30, 26	+61	0.00%
Schaeffer Financial LLC	12.79K	Jun 30, 26	+12.79K	0.00%
XTX Topco Ltd	12.75K	Jun 30, 26	+12.75K	0.00%
CHAPIN DAVIS, INC.	12.45K	Jun 30, 26	--	0.00%
Edgemoor Investment Advisors, Inc.	12.43K	Jun 30, 26	+12.43K	0.00%
Tradition Wealth Management, LLC	12.31K	Jun 30, 26	+8	0.00%
Morton Brown Family Wealth, LLC	12.19K	Jun 30, 26	+150	0.00%
MISSION WEALTH MANAGEMENT, LP	12.01K	Jun 30, 26	+12.01K	0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	12.00K	Jun 30, 26	--	0.00%
Wealth Forward, LLC	11.80K	Jun 30, 26	+11.80K	0.00%
ARS Wealth Advisors Group, LLC	11.51K	Jun 30, 26	+11.51K	0.00%
Beacon Pointe Advisors, LLC	11.24K	Jun 30, 26	+11.24K	0.00%
PFG Investments, LLC	10.83K	Jun 30, 26	+642	0.00%
AQR CAPITAL MANAGEMENT LLC	10.80K	Jun 30, 26	+631	0.00%
Guardian Financial Partners, LLC	10.78K	Jun 30, 26	-777	0.00%
Trilogy Capital Inc.	10.57K	Jun 30, 26	-15.54K	0.00%
Quantinno Capital Management LP	10.55K	Jun 30, 26	+1.16K	0.00%
MITCHELL SINKLER & STARR/PA	10.37K	Jun 30, 26	-900	0.00%
Aptus Capital Advisors, LLC	10.33K	Jun 30, 26	+3.83K	0.00%
SouthState Corp	10.16K	Jun 30, 26	--	0.00%
HBK Sorce Advisory LLC	10.12K	Jun 30, 26	--	0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	9.87K	Jun 30, 26	-2.52K	0.00%
Concord Wealth Partners	9.85K	Jun 30, 26	--	0.00%
San Luis Wealth Advisors LLC	9.82K	Jun 30, 26	+776	0.00%
US BANCORP \DE\	9.79K	Jun 30, 26	+345	0.00%
Selective Wealth Management, Inc.	9.73K	Jun 30, 26	-1.75K	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	9.65K	Jun 30, 26	--	0.00%
Sovran Advisors, LLC	9.61K	Jun 30, 26	+9.61K	0.00%
BRIGHTON JONES LLC	9.48K	Jun 30, 26	+69	0.00%
Steward Partners Investment Advisory, LLC	9.44K	Jun 30, 26	+2.21K	0.00%
Independent Advisor Alliance	9.42K	Jun 30, 26	-3.44K	0.00%
Kovack Advisors, Inc.	9.21K	Jun 30, 26	--	0.00%
Financial Engines Advisors L.L.C.	9.20K	Jun 30, 26	+122	0.00%
Valtinson Bruner Financial Planning LLC	8.88K	Jun 30, 26	+8.88K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	8.57K	Jun 30, 26	+3.62K	0.00%
WELLS FARGO & COMPANY/MN	7.04K	Jun 30, 26	-2.36K	0.00%
AE Wealth Management LLC	6.71K	Jun 30, 26	+2.41K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	6.70K	Jun 30, 26	+2.20K	0.00%
North Star Investment Management Corp.	6.59K	Jun 30, 26	+7	0.00%
Piscataqua Savings Bank	6.26K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	5.91K	Jun 30, 26	+437	0.00%
1620 INVESTMENT ADVISORS, INC.	4.77K	Jun 30, 26	--	0.00%
Allworth Financial LP	4.72K	Jun 30, 26	-688	0.00%
Integrated Wealth Concepts LLC	4.65K	Jun 30, 26	+4.65K	0.00%
Glassman Wealth Services	4.45K	Jun 30, 26	+4.45K	0.00%
Larson Financial Group LLC	4.34K	Jun 30, 26	+2.31K	0.00%
NBC SECURITIES, INC.	4.10K	Jun 30, 26	-48	0.00%
Cassaday & Co Wealth Management LLC	4.10K	Jun 30, 26	+380	0.00%
PIN OAK INVESTMENT ADVISORS INC	3.96K	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	3.77K	Jun 30, 26	+3.77K	0.00%
Parallel Advisors, LLC	3.33K	Jun 30, 26	+3.27K	0.00%
BANK OF MONTREAL /CAN/	3.17K	Jun 30, 26	+1.95K	0.00%
McCarthy Grittinger Financial Group, LLC	3.12K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	2.96K	Jun 30, 26	+2.96K	0.00%
NewEdge Advisors, LLC	2.96K	Jun 30, 26	-20.27K	0.00%
PFS Partners, LLC	2.95K	Jun 30, 26	--	0.00%
Addison Advisors LLC	2.88K	Jun 30, 26	+2.88K	0.00%
SRS Capital Advisors, Inc.	2.83K	Jun 30, 26	+1.34K	0.00%
Fairscale Capital, LLC	2.75K	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	2.65K	Jun 30, 26	+2.42K	0.00%
Aventura Private Wealth, LLC	2.55K	Jun 30, 26	--	0.00%
Burk Holdings LLC	2.43K	Jun 30, 26	-500	0.00%
FRANKLIN RESOURCES INC	2.25K	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	2.21K	Jun 30, 26	-34	0.00%
UBS Group AG	2.17K	Jun 30, 26	+1.88K	0.00%
CVA Family Office, LLC	2.16K	Jun 30, 26	+10	0.00%
HOEY INVESTMENTS, INC	2.04K	Jun 30, 26	-44	0.00%
Global Trust Asset Management, LLC	2.00K	Jun 30, 26	--	0.00%
BLUELINE ADVISORS LLC	1.87K	Jun 30, 26	--	0.00%
ASSETMARK, INC	1.83K	Jun 30, 26	-38.50K	0.00%
GODSEY & GIBB, INC	1.63K	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	1.56K	Jun 30, 26	--	0.00%
MCF Advisors LLC	1.56K	Jun 30, 26	-108	0.00%
HM PAYSON & CO	1.50K	Jun 30, 26	--	0.00%
Sankala Group LLC	1.48K	Jun 30, 26	-1.15K	0.00%
GABLES CAPITAL MANAGEMENT INC.	1.38K	Jun 30, 26	--	0.00%
Mosley Wealth Management	1.26K	Jun 30, 26	+1.26K	0.00%
BROWN BROTHERS HARRIMAN & CO	1.21K	Jun 30, 26	--	0.00%
CDKV HOLDINGS LLC	1.16K	Jun 30, 26	--	0.00%
Robinswood Financial LLC	1.10K	Jun 30, 26	+1.10K	0.00%
Daytona Street Capital LLC	1.05K	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	1.04K	Jun 30, 26	+1.04K	0.00%
Golden State Wealth Management, LLC	1.00K	Jun 30, 26	+12	0.00%
KERR FINANCIAL PLANNING Corp	965	Jun 30, 26	--	0.00%
CrossGen Wealth, LLC	956	Jun 30, 26	+956	0.00%
Cornerstone National Bank & Trust Co	721	Jun 30, 26	+721	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	703	Jun 30, 26	--	0.00%
Spire Wealth Management	699	Jun 30, 26	+8	0.00%
Creative Capital Management Investments LLC	641	Jun 30, 26	-225	0.00%
ROTHSCHILD INVESTMENT LLC	607	Jun 30, 26	+7	0.00%
Abound Wealth Management	567	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	545	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	468	Jun 30, 26	-180	0.00%
GILL CAPITAL PARTNERS, LLC	385	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	329	Jun 30, 26	-4.72K	0.00%
Ameritas Investment Partners, Inc.	310	Jun 30, 26	+310	0.00%
TD PRIVATE CLIENT WEALTH LLC	298	Jun 30, 26	-30	0.00%
Principia Wealth Advisory, LLC	282	Jun 30, 26	-805	0.00%
Ashton Thomas Private Wealth, LLC	274	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	270	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	267	Jun 30, 26	+267	0.00%
Founders Financial Alliance, LLC	244	Jun 30, 26	--	0.00%
Crewe Advisors LLC	192	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	176	Jun 30, 26	--	0.00%
Anchor Investment Management, LLC	175	Jun 30, 26	+175	0.00%
Markowski Investments	173	Jun 30, 26	+173	0.00%
Financial Management Professionals, Inc.	140	Jun 30, 26	--	0.00%
Asset Dedication, LLC	129	Jun 30, 26	-917	0.00%
Salomon & Ludwin, LLC	117	Jun 30, 26	-1	0.00%
BESSEMER GROUP INC	96	Jun 30, 26	+96	0.00%
Go Invest LLC	89	Jun 30, 26	+89	0.00%
Global Retirement Partners, LLC	65	Jun 30, 26	+65	0.00%
PROSPERITY BANCSHARES INC	64	Jun 30, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	58	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	56	Jun 30, 26	-28	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	52	Jun 30, 26	-11	0.00%
GAMMA Investing LLC	44	Jun 30, 26	--	0.00%
Basepoint Wealth LLC	32	Jun 30, 26	+32	0.00%
Parkside Financial Bank & Trust	19	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	13	Jun 30, 26	-1	0.00%
Wagner Wealth Management, LLC	12	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	11	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	5	Jun 30, 26	-3.65K	0.00%
Atomic Invest LLC	4	Jun 30, 26	+4	0.00%
Activest Wealth Management	3	Jun 30, 26	--	0.00%
True Link Financial Advisors, LLC	--	Jun 30, 26	-128	--
GTS FINANCIAL, LLC	--	Jun 30, 26	-10.84K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.05K	--
MAI Capital Management	--	Jun 30, 26	-6.92K	--
Beacon Capital Management, Inc.	--	Jun 30, 26	-2.34K	--
NorthRock Partners, LLC	--	Jun 30, 26	-9.32K	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-181	--
KELLEHER FINANCIAL ADVISORS	--	Jun 30, 26	-77	--
HOWE & RUSLING INC	--	Jun 30, 26	-20.40K	--
Root Financial Partners, LLC	--	Jun 30, 26	-734	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-46.90K	--
RMG Wealth Management LLC	--	Jun 30, 26	-5.10K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-4.66K	--
Sowell Financial Services LLC	--	Jun 30, 26	-9.03K	--
Key Capital Management, INC	--	Jun 30, 26	-249	--
Costello Asset Management, INC	--	Jun 30, 26	-100	--
Baird Financial Group, Inc.	--	Jun 30, 26	-10.29K	--
Private Wealth Asset Management, LLC	--	Jun 30, 26	-10.58K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-195	--
Sound Income Strategies, LLC	--	Jun 30, 26	-938	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-12.09K	--
Ancora Advisors, LLC	--	Jun 30, 26	-2.15K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-38.72K	--
Synergy Investment Management, LLC	--	Jun 30, 26	-1.00K	--
Forthright Family Wealth Advisory LLC	--	Jun 30, 26	-47.20K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-89.56K	--
Vermillion Wealth Management, Inc.	--	Jun 30, 26	-1.73K	--
Kozak & Associates, Inc.	--	Jun 30, 26	-793	--
Steigerwald, Gordon & Koch Inc.	--	Jun 30, 26	-2.76K	--
Portus Wealth Advisors, LLC	--	Jun 30, 26	-80	--
GM Advisory Group, Inc.	69.84K	Mar 31, 26	+69.84K	0.01%
CWM, LLC	14.42K	Mar 31, 26	-1.03K	0.00%
Capstone Wealth Management Group LLC	14.28K	Mar 31, 26	+2.10K	0.00%
Sunbelt Securities, Inc.	40	Mar 31, 26	+40	0.00%
COMERICA BANK	58.81K	Dec 31, 25	-10.38K	0.01%
CIBC WORLD MARKETS CORP	51.30K	Dec 31, 25	+51.30K	0.01%
Prosperity Wealth Management, Inc.	22.23K	Dec 31, 25	-633	0.00%
CIBC Private Wealth Group, LLC	15.24K	Dec 31, 25	+5.95K	0.00%
Clearview Wealth Advisors LLC	9.29K	Dec 31, 25	+9.29K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.05K	--
Gunma Bank,Ltd.	730.00K	Sep 30, 25	+150.00K	0.14%
Bristlecone Advisors, LLC	12.97K	Sep 30, 25	+162	0.00%
Apexium Financial, LP	8.93K	Sep 30, 25	+8.93K	0.00%
Binnacle Investments Inc	746	Sep 30, 25	--	0.00%
Christopher J. Hasenberg, Inc	511.21K	Jun 30, 25	+511.21K	0.10%
Semmax Financial Advisors Inc.	181.56K	Jun 30, 25	+4.49K	0.03%
Congress Wealth Management LLC / DE /	20.86K	Jun 30, 25	+46	0.00%
AVANTAX ADVISORY SERVICES, INC.	12.79K	Jun 30, 25	+1.36K	0.00%
Copperwynd Financial, LLC	9.96K	Jun 30, 25	+9.96K	0.00%
Moser Wealth Advisors, LLC	1.43K	Jun 30, 25	+1.43K	0.00%
Iron Horse Wealth Management, LLC	970	Jun 30, 25	--	0.00%
First Horizon Advisors, Inc.	--	Jun 30, 25	-480	--
Orion Portfolio Solutions, LLC	38.85K	Mar 31, 25	+4.93K	0.01%
Transform Wealth, LLC	33.42K	Mar 31, 25	-27.42K	0.01%
Delta Financial Group, Inc.	10.30K	Mar 31, 25	+92	0.00%
Spectrum Wealth Counsel, LLC	913	Mar 31, 25	--	0.00%
Campbell Wealth Management	5.68M	Dec 31, 24	+3.47M	1.09%
WR Wealth Planners, LLC	250	Dec 31, 24	+58	0.00%
RAYMOND JAMES & ASSOCIATES	1.12M	Sep 30, 24	+141.27K	0.22%
Raymond James Financial Services Advisors, Inc.	117.31K	Sep 30, 24	+10.60K	0.02%
Source Financial Advisors LLC	30.47K	Sep 30, 24	-2.70K	0.01%
RAYMOND JAMES TRUST N.A.	4.62K	Sep 30, 24	-1.01K	0.00%
Family Asset Management, LLC	370	Sep 30, 24	--	0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC	281	Sep 30, 24	+281	0.00%
Aspire Wealth Management Corp	5	Sep 30, 24	-1	0.00%
BlackRock Inc.	122.23K	Jun 30, 24	-24.20K	0.02%
Gratus Capital LLC	22.03K	Jun 30, 24	+1.17K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-45	--
BUCKINGHAM STRATEGIC WEALTH, LLC	--	Jun 30, 24	-5.85K	--
Charles Schwab Investment Advisory, Inc.	111.20M	Mar 31, 24	+3.07M	21.33%
Cetera Advisor Networks LLC	80.39K	Mar 31, 24	+1.87K	0.02%
Retirement Group, LLC	230	Mar 31, 24	-90	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	25.96K	Dec 31, 23	+25.96K	0.00%
Truadvice, LLC	5.34K	Sep 30, 23	+481	0.00%
Vident Investment Advisory, LLC	54.19K	Jun 30, 23	+46.41K	0.01%
TimeScale Financial, Inc.	7.35K	Jun 30, 23	-163	0.00%
Strategic Asset Management, LLC	3.26K	Sep 30, 22	+3.26K	0.00%
Spearhead Capital Advisors, LLC	--	Sep 30, 22	-4.67K	--
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	1.73K	Jun 30, 21	--	0.00%
InterOcean Capital, LLC	5.00K	Jun 30, 20	+5.00K	0.00%

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Holder

Date

Change

% Held

CAPTRUST FINANCIAL ADVISORS

8.77M

Jun 30, 26

+241.67K

1.68%

RiverFront Investment Group, LLC

8.49M

Jun 30, 26

+31.62K

1.63%

ENVESTNET ASSET MANAGEMENT INC

7.24M

Jun 30, 26

+28.37K

1.39%

RAYMOND JAMES FINANCIAL INC

2.49M

Jun 30, 26

-267.88K

0.48%

ALLSTATE CORP

1.84M

Jun 30, 26

+1.84M

0.35%

AMERIPRISE FINANCIAL INC

1.30M

Jun 30, 26

-300.90K

0.25%

ROYAL BANK OF CANADA

1.25M

Jun 30, 26

+152.05K

0.24%

Bouchey Financial Group Ltd

1.15M

Jun 30, 26

-316.26K

0.22%

Permanens Capital L.P.

1.10M

Jun 30, 26

-249.97K

0.21%

CITADEL ADVISORS LLC

1.01M

Jun 30, 26

+696.65K

0.19%

BANK OF AMERICA CORP /DE/

859.62K

Jun 30, 26

-160.84K

0.16%

Janney Montgomery Scott LLC

743.98K

Jun 30, 26

-10.83K

0.14%

L2 Asset Management, LLC

665.71K

Jun 30, 26

-647.33K

0.13%

WestHill Financial Advisors, Inc.

652.03K

Jun 30, 26

+19.86K

0.13%

STIFEL FINANCIAL CORP

559.09K

Jun 30, 26

+9.00K

0.11%

LPL Financial LLC

521.04K

Jun 30, 26

+23.62K

0.10%

Charles Schwab Trust Co

520.48K

Jun 30, 26

+9.14K

0.10%

VAN STRUM & TOWNE INC.

504.01K

Jun 30, 26

-4.47K

0.10%

OGOREK ANTHONY JOSEPH /NY/ /ADV

473.45K

Jun 30, 26

+5.84K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

438.38K

Jun 30, 26

+438.38K

0.08%

Cetera Investment Advisers

428.44K

Jun 30, 26

+145.54K

0.08%

White & Co Financial Planning Inc

427.38K

Jun 30, 26

+49.58K

0.08%

FF Advisors,LLC

400.46K

Jun 30, 26

+219.25K

0.08%

WT Wealth Management

385.87K

Jun 30, 26

+45.27K

0.07%

Kaizen Financial Strategies

370.73K

Jun 30, 26

+2.09K

0.07%

Advisory Services Network, LLC

359.32K

Jun 30, 26

-15.42K

0.07%

Systelligence, LLC

306.40K

Jun 30, 26

+41.68K

0.06%

Kestra Advisory Services, LLC

305.47K

Jun 30, 26

+252.45K

0.06%

Bank of New Hampshire

247.29K

Jun 30, 26

+12.18K

0.05%

TRUIST FINANCIAL CORP

237.07K

Jun 30, 26

+2.14K

0.05%

Prairiewood Capital, LLC

231.82K

Jun 30, 26

+21.84K

0.04%

Mutual Advisors, LLC

230.54K

Jun 30, 26

+18.46K

0.04%

JPMORGAN CHASE & CO

226.82K

Jun 30, 26

-592.27K

0.04%

Arrowroot Family Office, LLC

225.88K

Jun 30, 26

+31.79K

0.04%

Madden Advisory Services, Inc.

224.99K

Jun 30, 26

-5.35K

0.04%

AssuredPartners Investment Advisors, LLC

223.44K

Jun 30, 26

+10.46K

0.04%

Mariner, LLC

206.59K

Jun 30, 26

+594

0.04%

Seek First Inc.

187.11K

Jun 30, 26

-7.23K

0.04%

RATIONAL ADVISORS LLC

184.36K

Jun 30, 26

+184.36K

0.04%

Wealthspire Advisors, LLC

179.76K

Jun 30, 26

+42.84K

0.03%

BLAIR WILLIAM & CO/IL

178.30K

Jun 30, 26

-40.44K

0.03%

Atria Investments, Inc

168.01K

Jun 30, 26

+168.01K

0.03%

DecisionPoint Financial, LLC

161.28K

Jun 30, 26

-1.91K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

151.73K

Jun 30, 26

+55.75K

0.03%

WFA of San Diego, LLC

144.64K

Jun 30, 26

+6.13K

0.03%

Entelevest, LLC

142.99K

Jun 30, 26

+9.94K

0.03%

HighTower Advisors, LLC

142.98K

Jun 30, 26

+10.03K

0.03%

MFG WEALTH MANAGEMENT, INC.

138.56K

Jun 30, 26

+5.88K

0.03%

Cascades Capital Asset Management, LLC

128.06K

Jun 30, 26

+6.55K

0.02%

MML INVESTORS SERVICES, LLC

125.54K

Jun 30, 26

+41.94K

0.02%

Creative Planning

124.05K

Jun 30, 26

+523

0.02%

Beacon Bridge Wealth Partners, LLC

121.02K

Jun 30, 26

-4.56K

0.02%

Savant Capital, LLC

116.17K

Jun 30, 26

+56.96K

0.02%

Sanctuary Advisors, LLC

113.59K

Jun 30, 26

+4.78K

0.02%

Concurrent Investment Advisors, LLC

111.53K

Jun 30, 26

-4.41K

0.02%

HRT FINANCIAL LP

107.67K

Jun 30, 26

+107.67K

0.02%

CITIGROUP INC

105.91K

Jun 30, 26

+54.19K

0.02%

Citizens National Bank Trust Department

95.81K

Jun 30, 26

+1.01K

0.02%

Equitable Holdings, Inc.

93.91K

Jun 30, 26

+1.22K

0.02%

Essex LLC

89.75K

Jun 30, 26

+2.61K

0.02%

Bestgate Wealth Advisors, LLC

82.68K

Jun 30, 26

+2.19K

0.02%

ADVISOR GROUP HOLDINGS, INC.

81.34K

Jun 30, 26

+7.94K

0.02%

CERTIOR FINANCIAL GROUP, LLC

78.83K

Jun 30, 26

+5.36K

0.02%

INTEGRAL INVESTMENT ADVISORS, INC.

78.31K

Jun 30, 26

+11.05K

0.02%

MORGAN STANLEY

77.62K

Jun 30, 26

-50.76K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

73.78K

Jun 30, 26

+187

0.01%

Caitlin John, LLC

72.23K

Jun 30, 26

-264.86K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

72.09K

Jun 30, 26

+2.54K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

70.60K

Jun 30, 26

-29.18K

0.01%

CreativeOne Wealth, LLC

69.53K

Jun 30, 26

+1.37K

0.01%

DAVENPORT & Co LLC

68.07K

Jun 30, 26

+51.49K

0.01%

Advisors Capital Management, LLC

63.93K

Jun 30, 26

-1.77K

0.01%

JANE STREET GROUP, LLC

61.83K

Jun 30, 26

-310.87K

0.01%

FIDUCIARY FINANCIAL ADVISORS

60.28K

Jun 30, 26

+60.28K

0.01%

Pinnacle Family Advisors, LLC

57.61K

Jun 30, 26

+767

0.01%

Worth Asset Management, LLC

54.86K

Jun 30, 26

+5.94K

0.01%

Sculati Wealth Management, LLC

54.11K

Jun 30, 26

+2.23K

0.01%

FIFTH THIRD BANCORP

53.63K

Jun 30, 26

-890

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

49.63K

Jun 30, 26

+2.35K

0.01%

Main Street Research LLC

46.49K

Jun 30, 26

+2.16K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

46.13K

Jun 30, 26

-28.12K

0.01%

CI Private Wealth, LLC

45.30K

Jun 30, 26

-9.22K

0.01%

Colony Group, LLC

45.14K

Jun 30, 26

+4.30K

0.01%

Harel Insurance Investments & Financial Services Ltd.

43.65K

Jun 30, 26

+9.33K

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

42.48K

Jun 30, 26

+24.14K

0.01%

Avidian Wealth Solutions, LLC

39.62K

Jun 30, 26

+6.62K

0.01%

Peregrine Asset Advisers, Inc.

38.31K

Jun 30, 26

+38.31K

0.01%

FMR LLC

36.06K

Jun 30, 26

-7.90K

0.01%

MONEY CONCEPTS CAPITAL CORP

34.64K

Jun 30, 26

+4.99K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

34.23K

Jun 30, 26

+1.41K

0.01%

Sigma Planning Corp

31.31K

Jun 30, 26

+450

0.01%

IFP Advisors, Inc

30.99K

Jun 30, 26

+9.51K

0.01%

Facet Wealth, Inc.

30.68K

Jun 30, 26

+14.34K

0.01%

FLAGSTAR ADVISORS INC.

30.58K

Jun 30, 26

+2.01K

0.01%

Keeler THomas Management LLC

29.93K

Jun 30, 26

+29.93K

0.01%

Cerity Partners LLC

29.32K

Jun 30, 26

+8.44K

0.01%

Koshinski Asset Management, Inc.

28.20K

Jun 30, 26

+16

0.01%

Vident Advisory, LLC

28.03K

Jun 30, 26

-151.32K

0.01%

Christensen, King & Associates Investment Services, Inc.

27.92K

Jun 30, 26

0.01%

Meridian Wealth Management, LLC

27.50K

Jun 30, 26

+2.36K

0.01%

Farther Finance Advisors, LLC

27.07K

Jun 30, 26

+18.76K

0.01%

XCELSIOR ADVISOR PARTNERS LLC

26.96K

Jun 30, 26

+26.96K

0.01%

Joule Financial, LLC

25.32K

Jun 30, 26

0.00%

PRINCIPAL SECURITIES, INC.

24.25K

Jun 30, 26

+2.10K

0.00%

PACIFIC CAPITAL WEALTH ADVISORS, INC

24.12K

Jun 30, 26

-371

0.00%

Cambridge Investment Research Advisors, Inc.

24.06K

Jun 30, 26

+573

0.00%

WealthBridge Capital Management, LLC

23.66K

Jun 30, 26

+1.00K

0.00%

EP Wealth Advisors, LLC

23.21K

Jun 30, 26

+10.15K

0.00%

Rossby Financial, LCC

23.17K

Jun 30, 26

+13.58K

0.00%

SCOTIA CAPITAL INC.

21.61K

Jun 30, 26

+5.90K

0.00%

Waverly Advisors, LLC

21.54K

Jun 30, 26

-888

0.00%

Brookstone Capital Management

20.73K

Jun 30, 26

+1.00K

0.00%

Valmark Advisers, Inc.

20.26K

Jun 30, 26

0.00%

Jupiter Wealth Management LLC

20.00K

Jun 30, 26

0.00%

Cito Capital Group, LLC

20.00K

Jun 30, 26

0.00%

Andina Capital Management, LLC

19.89K

Jun 30, 26

-87.72K

0.00%

Forum Financial Management, LP

19.82K

Jun 30, 26

0.00%

Asset Allocation Strategies LLC

19.59K

Jun 30, 26

-271

0.00%

Betterment LLC

19.54K

Jun 30, 26

+6.34K

0.00%

Capstone Wealth Management Group, Inc.

18.80K

Jun 30, 26

+18.80K

0.00%

HARBOUR INVESTMENTS, INC.

18.70K

Jun 30, 26

+314

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

17.53K

Jun 30, 26

+17.53K

0.00%

J.W. COLE ADVISORS, INC.

16.99K

Jun 30, 26

+16.99K

0.00%

Sequoia Financial Advisors, LLC

16.51K

Jun 30, 26

-6.63K

0.00%

WealthPlan Investment Management, LLC

16.50K

Jun 30, 26

+257

0.00%

CIBC Bancorp USA Inc.

16.38K

Jun 30, 26

+713

0.00%

Spartan Wealth Advisory Services LLC

16.23K

Jun 30, 26

+300

0.00%

Capital Analysts, LLC

15.84K

Jun 30, 26

-174

0.00%

NATIONAL BANK OF CANADA /FI/

14.49K

Jun 30, 26

0.00%

Quartz Partners, LLC

14.38K

Jun 30, 26

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

14.29K

Jun 30, 26

+14.29K

0.00%

Steelhead Wealth Management LLC

14.19K

Jun 30, 26

+14.19K

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

14.08K

Jun 30, 26

-1.65K

0.00%

Swisher Financial Concepts, Inc.

14.06K

Jun 30, 26

0.00%

IEQ CAPITAL, LLC

13.81K

Jun 30, 26

+13.81K

0.00%

PATTEN & PATTEN INC/TN

13.50K

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

13.30K

Jun 30, 26

+13.30K

0.00%

Advisor Resource Council

13.21K

Jun 30, 26

-386

0.00%

CERTUITY, LLC

13.12K

Jun 30, 26

0.00%

MONECO Advisors, LLC

13.04K

Jun 30, 26

+61

0.00%

Schaeffer Financial LLC

12.79K

Jun 30, 26

+12.79K

0.00%

XTX Topco Ltd

12.75K

Jun 30, 26

+12.75K

0.00%

CHAPIN DAVIS, INC.

12.45K

Jun 30, 26

0.00%

Edgemoor Investment Advisors, Inc.

12.43K

Jun 30, 26

+12.43K

0.00%

Tradition Wealth Management, LLC

12.31K

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

12.19K

Jun 30, 26

+150

0.00%

MISSION WEALTH MANAGEMENT, LP

12.01K

Jun 30, 26

+12.01K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

12.00K

Jun 30, 26

0.00%

Wealth Forward, LLC

11.80K

Jun 30, 26

+11.80K

0.00%

ARS Wealth Advisors Group, LLC

11.51K

Jun 30, 26

+11.51K

0.00%

Beacon Pointe Advisors, LLC

11.24K

Jun 30, 26

+11.24K

0.00%

PFG Investments, LLC

10.83K

Jun 30, 26

+642

0.00%

AQR CAPITAL MANAGEMENT LLC

10.80K

Jun 30, 26

+631

0.00%

Guardian Financial Partners, LLC

10.78K

Jun 30, 26

-777

0.00%

Trilogy Capital Inc.

10.57K

Jun 30, 26

-15.54K

0.00%

Quantinno Capital Management LP

10.55K

Jun 30, 26

+1.16K

0.00%

MITCHELL SINKLER & STARR/PA

10.37K

Jun 30, 26

-900

0.00%

Aptus Capital Advisors, LLC

10.33K

Jun 30, 26

+3.83K

0.00%

SouthState Corp

10.16K

Jun 30, 26

0.00%

HBK Sorce Advisory LLC

10.12K

Jun 30, 26

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

9.87K

Jun 30, 26

-2.52K

0.00%

Concord Wealth Partners

9.85K

Jun 30, 26

0.00%

San Luis Wealth Advisors LLC

9.82K

Jun 30, 26

+776

0.00%

US BANCORP \DE\

9.79K

Jun 30, 26

+345

0.00%

Selective Wealth Management, Inc.

9.73K

Jun 30, 26

-1.75K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

9.65K

Jun 30, 26

0.00%

Sovran Advisors, LLC

9.61K

Jun 30, 26

+9.61K

0.00%

BRIGHTON JONES LLC

9.48K

Jun 30, 26

+69

0.00%

Steward Partners Investment Advisory, LLC

9.44K

Jun 30, 26

+2.21K

0.00%

Independent Advisor Alliance

9.42K

Jun 30, 26

-3.44K

0.00%

Kovack Advisors, Inc.

9.21K

Jun 30, 26

0.00%

Financial Engines Advisors L.L.C.

9.20K

Jun 30, 26

+122

0.00%

Valtinson Bruner Financial Planning LLC

8.88K

Jun 30, 26

+8.88K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

8.57K

Jun 30, 26

+3.62K

0.00%

WELLS FARGO & COMPANY/MN

7.04K

Jun 30, 26

-2.36K

0.00%

AE Wealth Management LLC

6.71K

Jun 30, 26

+2.41K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

6.70K

Jun 30, 26

+2.20K

0.00%

North Star Investment Management Corp.

6.59K

Jun 30, 26

0.00%

Piscataqua Savings Bank

6.26K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

5.91K

Jun 30, 26

+437

0.00%

1620 INVESTMENT ADVISORS, INC.

4.77K

Jun 30, 26

0.00%

Allworth Financial LP

4.72K

Jun 30, 26

-688

0.00%

Integrated Wealth Concepts LLC

4.65K

Jun 30, 26

+4.65K

0.00%

Glassman Wealth Services

4.45K

Jun 30, 26

+4.45K

0.00%

Larson Financial Group LLC

4.34K

Jun 30, 26

+2.31K

0.00%

NBC SECURITIES, INC.

4.10K

Jun 30, 26

-48

0.00%

Cassaday & Co Wealth Management LLC

4.10K

Jun 30, 26

+380

0.00%

PIN OAK INVESTMENT ADVISORS INC

3.96K

Jun 30, 26

0.00%

IMA Wealth, Inc.

3.77K

Jun 30, 26

+3.77K

0.00%

Parallel Advisors, LLC

3.33K

Jun 30, 26

+3.27K

0.00%

BANK OF MONTREAL /CAN/

3.17K

Jun 30, 26

+1.95K

0.00%

McCarthy Grittinger Financial Group, LLC

3.12K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

2.96K

Jun 30, 26

+2.96K

0.00%

NewEdge Advisors, LLC

2.96K

Jun 30, 26

-20.27K

0.00%

PFS Partners, LLC

2.95K

Jun 30, 26

0.00%

Addison Advisors LLC

2.88K

Jun 30, 26

+2.88K

0.00%

SRS Capital Advisors, Inc.

2.83K

Jun 30, 26

+1.34K

0.00%

Fairscale Capital, LLC

2.75K

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

2.65K

Jun 30, 26

+2.42K

0.00%

Aventura Private Wealth, LLC

2.55K

Jun 30, 26

0.00%

Burk Holdings LLC

2.43K

Jun 30, 26

-500

0.00%

FRANKLIN RESOURCES INC

2.25K

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

2.21K

Jun 30, 26

-34

0.00%

UBS Group AG

2.17K

Jun 30, 26

+1.88K

0.00%

CVA Family Office, LLC

2.16K

Jun 30, 26

+10

0.00%

HOEY INVESTMENTS, INC

2.04K

Jun 30, 26

-44

0.00%

Global Trust Asset Management, LLC

2.00K

Jun 30, 26

0.00%

BLUELINE ADVISORS LLC

1.87K

Jun 30, 26

0.00%

ASSETMARK, INC

1.83K

Jun 30, 26

-38.50K

0.00%

GODSEY & GIBB, INC

1.63K

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

1.56K

Jun 30, 26

0.00%

MCF Advisors LLC

1.56K

Jun 30, 26

-108

0.00%

HM PAYSON & CO

1.50K

Jun 30, 26

0.00%

Sankala Group LLC

1.48K

Jun 30, 26

-1.15K

0.00%

GABLES CAPITAL MANAGEMENT INC.

1.38K

Jun 30, 26

0.00%

Mosley Wealth Management

1.26K

Jun 30, 26

+1.26K

0.00%

BROWN BROTHERS HARRIMAN & CO

1.21K

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

1.16K

Jun 30, 26

0.00%

Robinswood Financial LLC

1.10K

Jun 30, 26

+1.10K

0.00%

Daytona Street Capital LLC

1.05K

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

1.04K

Jun 30, 26

+1.04K

0.00%

Golden State Wealth Management, LLC

1.00K

Jun 30, 26

+12

0.00%

KERR FINANCIAL PLANNING Corp

965

Jun 30, 26

0.00%

CrossGen Wealth, LLC

956

Jun 30, 26

+956

0.00%

Cornerstone National Bank & Trust Co

721

Jun 30, 26

+721

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

703

Jun 30, 26

0.00%

Spire Wealth Management

699

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

641

Jun 30, 26

-225

0.00%

ROTHSCHILD INVESTMENT LLC

607

Jun 30, 26

0.00%

Abound Wealth Management

567

Jun 30, 26

0.00%

Coston, McIsaac & Partners

545

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

468

Jun 30, 26

-180

0.00%

GILL CAPITAL PARTNERS, LLC

385

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

329

Jun 30, 26

-4.72K

0.00%

Ameritas Investment Partners, Inc.

310

Jun 30, 26

+310

0.00%

TD PRIVATE CLIENT WEALTH LLC

298

Jun 30, 26

-30

0.00%

Principia Wealth Advisory, LLC

282

Jun 30, 26

-805

0.00%

Ashton Thomas Private Wealth, LLC

274

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

270

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

267

Jun 30, 26

+267

0.00%

Founders Financial Alliance, LLC

244

Jun 30, 26

0.00%

Crewe Advisors LLC

192

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

176

Jun 30, 26

0.00%

Anchor Investment Management, LLC

175

Jun 30, 26

+175

0.00%

Markowski Investments

173

Jun 30, 26

+173

0.00%

Financial Management Professionals, Inc.

140

Jun 30, 26

0.00%

Asset Dedication, LLC

129

Jun 30, 26

-917

0.00%

Salomon & Ludwin, LLC

117

Jun 30, 26

-1

0.00%

BESSEMER GROUP INC

Jun 30, 26

+96

0.00%

Go Invest LLC

Jun 30, 26

+89

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+65

0.00%

PROSPERITY BANCSHARES INC

Jun 30, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

-28

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-11

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Basepoint Wealth LLC

Jun 30, 26

+32

0.00%

Parkside Financial Bank & Trust

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-1

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

-3.65K

0.00%

Atomic Invest LLC

Jun 30, 26

0.00%

Activest Wealth Management

Jun 30, 26

0.00%

True Link Financial Advisors, LLC

Jun 30, 26

-128

GTS FINANCIAL, LLC

Jun 30, 26

-10.84K

Western Wealth Management, LLC

Jun 30, 26

-1.05K

MAI Capital Management

Jun 30, 26

-6.92K

Beacon Capital Management, Inc.

Jun 30, 26

-2.34K

NorthRock Partners, LLC

Jun 30, 26

-9.32K

GHP Investment Advisors, Inc.

Jun 30, 26

-181

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-77

HOWE & RUSLING INC

Jun 30, 26

-20.40K

Root Financial Partners, LLC

Jun 30, 26

-734

Brinker Capital Investments, LLC

Jun 30, 26

-46.90K

RMG Wealth Management LLC

Jun 30, 26

-5.10K

Tower Research Capital LLC (TRC)

Jun 30, 26

-4.66K

Sowell Financial Services LLC

Jun 30, 26

-9.03K

Key Capital Management, INC

Jun 30, 26

-249

Costello Asset Management, INC

Jun 30, 26

-100

Baird Financial Group, Inc.

Jun 30, 26

-10.29K

Private Wealth Asset Management, LLC

Jun 30, 26

-10.58K

Qube Research & Technologies Ltd

Jun 30, 26

-195

Sound Income Strategies, LLC

Jun 30, 26

-938

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-12.09K

Ancora Advisors, LLC

Jun 30, 26

-2.15K

FLOW TRADERS U.S. LLC

Jun 30, 26

-38.72K

Synergy Investment Management, LLC

Jun 30, 26

-1.00K

Forthright Family Wealth Advisory LLC

Jun 30, 26

-47.20K

OLD MISSION CAPITAL LLC

Jun 30, 26

-89.56K

Vermillion Wealth Management, Inc.

Jun 30, 26

-1.73K

Kozak & Associates, Inc.

Jun 30, 26

-793

Steigerwald, Gordon & Koch Inc.

Jun 30, 26

-2.76K

Portus Wealth Advisors, LLC

Jun 30, 26

-80

GM Advisory Group, Inc.

69.84K

Mar 31, 26

+69.84K

0.01%

CWM, LLC

14.42K

Mar 31, 26

-1.03K

0.00%

Capstone Wealth Management Group LLC

14.28K

Mar 31, 26

+2.10K

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

+40

0.00%

COMERICA BANK

58.81K

Dec 31, 25

-10.38K

0.01%

CIBC WORLD MARKETS CORP

51.30K

Dec 31, 25

+51.30K

0.01%

Prosperity Wealth Management, Inc.

22.23K

Dec 31, 25

-633

0.00%

CIBC Private Wealth Group, LLC

15.24K

Dec 31, 25

+5.95K

0.00%

Clearview Wealth Advisors LLC

9.29K

Dec 31, 25

+9.29K

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.05K

Gunma Bank,Ltd.

730.00K

Sep 30, 25

+150.00K

0.14%

Bristlecone Advisors, LLC

12.97K

Sep 30, 25

+162

0.00%

Apexium Financial, LP

8.93K

Sep 30, 25

+8.93K

0.00%

Binnacle Investments Inc

746

Sep 30, 25

0.00%

Christopher J. Hasenberg, Inc

511.21K

Jun 30, 25

+511.21K

0.10%

Semmax Financial Advisors Inc.

181.56K

Jun 30, 25

+4.49K

0.03%

Congress Wealth Management LLC / DE /

20.86K

Jun 30, 25

+46

0.00%

AVANTAX ADVISORY SERVICES, INC.

12.79K

Jun 30, 25

+1.36K

0.00%

Copperwynd Financial, LLC

9.96K

Jun 30, 25

+9.96K

0.00%

Moser Wealth Advisors, LLC

1.43K

Jun 30, 25

+1.43K

0.00%

Iron Horse Wealth Management, LLC

970

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

-480

Orion Portfolio Solutions, LLC

38.85K

Mar 31, 25

+4.93K

0.01%

Transform Wealth, LLC

33.42K

Mar 31, 25

-27.42K

0.01%

Delta Financial Group, Inc.

10.30K

Mar 31, 25

+92

0.00%

Spectrum Wealth Counsel, LLC

913

Mar 31, 25

0.00%

Campbell Wealth Management

5.68M

Dec 31, 24

+3.47M

1.09%

WR Wealth Planners, LLC

250

Dec 31, 24

+58

0.00%

RAYMOND JAMES & ASSOCIATES

1.12M

Sep 30, 24

+141.27K

0.22%

Raymond James Financial Services Advisors, Inc.

117.31K

Sep 30, 24

+10.60K

0.02%

Source Financial Advisors LLC

30.47K

Sep 30, 24

-2.70K

0.01%

RAYMOND JAMES TRUST N.A.

4.62K

Sep 30, 24

-1.01K

0.00%

Family Asset Management, LLC

370

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

281

Sep 30, 24

+281

0.00%

Aspire Wealth Management Corp

Sep 30, 24

-1

0.00%

BlackRock Inc.

122.23K

Jun 30, 24

-24.20K

0.02%

Gratus Capital LLC

22.03K

Jun 30, 24

+1.17K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-45

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-5.85K

Charles Schwab Investment Advisory, Inc.

111.20M

Mar 31, 24

+3.07M

21.33%

Cetera Advisor Networks LLC

80.39K

Mar 31, 24

+1.87K

0.02%

Retirement Group, LLC

230

Mar 31, 24

-90

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

25.96K

Dec 31, 23

+25.96K

0.00%

Truadvice, LLC

5.34K

Sep 30, 23

+481

0.00%

Vident Investment Advisory, LLC

54.19K

Jun 30, 23

+46.41K

0.01%

TimeScale Financial, Inc.

7.35K

Jun 30, 23

-163

0.00%

Strategic Asset Management, LLC

3.26K

Sep 30, 22

+3.26K

0.00%

Spearhead Capital Advisors, LLC

Sep 30, 22

-4.67K

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.73K

Jun 30, 21

0.00%

InterOcean Capital, LLC

5.00K

Jun 30, 20

+5.00K

0.00%