Schwab Municipal Bond ETF(SCMB)

$25.18—Stale · unknown old

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Schwab Municipal Bond ETF(SCMB)

NYSE • Last print unknown ago

$25.18—Stale · unknown old

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SCMB(SCMB)

SCMB

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

Institutional Ownership

Top 228 Institutional Holders

Holder	Shares	Date	Change	% Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	74.89M	Jun 30, 26	+8.58M	47.60%
Sixth Street Partners Management Company, L.P.	74.89M	Jun 30, 26	+74.89M	47.60%
BANK OF AMERICA CORP /DE/	23.33M	Jun 30, 26	+1.37M	14.83%
JONES FINANCIAL COMPANIES LLLP	3.48M	Jun 30, 26	+500.63K	2.21%
Avidian Wealth Solutions, LLC	1.48M	Jun 30, 26	-13.50K	0.94%
Charles Schwab Trust Co	1.06M	Jun 30, 26	+105.69K	0.67%
Fort Point Capital Partners LLC	1.01M	Jun 30, 26	+310.75K	0.64%
Pallas Capital Advisors LLC	918.63K	Jun 30, 26	+73.39K	0.58%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	903.49K	Jun 30, 26	+123.64K	0.57%
ENVESTNET ASSET MANAGEMENT INC	861.00K	Jun 30, 26	+134.61K	0.55%
Wedmont Private Capital	494.54K	Jun 30, 26	+391	0.31%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	385.68K	Jun 30, 26	+57.48K	0.25%
SMITH, MOORE & CO.	329.85K	Jun 30, 26	+95.28K	0.21%
Quantinno Capital Management LP	306.19K	Jun 30, 26	+5.53K	0.19%
Adviser Investments LLC	279.55K	Jun 30, 26	+39.08K	0.18%
RENAISSANCE TECHNOLOGIES LLC	276.10K	Jun 30, 26	+236.30K	0.18%
CGN Advisors LLC	225.09K	Jun 30, 26	-47.26K	0.14%
Perigon Wealth Management, LLC	223.36K	Jun 30, 26	+11.56K	0.14%
CITADEL ADVISORS LLC	221.63K	Jun 30, 26	+200.66K	0.14%
JPMORGAN CHASE & CO	216.72K	Jun 30, 26	+78.25K	0.14%
MML INVESTORS SERVICES, LLC	176.94K	Jun 30, 26	-104.48K	0.11%
MYECFO, LLC	167.23K	Jun 30, 26	-8.95K	0.11%
Beaird Harris Wealth Management, LLC	166.61K	Jun 30, 26	-25.85K	0.11%
MANNING & NAPIER ADVISORS LLC	156.45K	Jun 30, 26	+39.38K	0.10%
Waverly Advisors, LLC	153.86K	Jun 30, 26	+9.71K	0.10%
Compass Financial Group, INC/SD	149.93K	Jun 30, 26	+88.60K	0.10%
RAYMOND JAMES FINANCIAL INC	148.81K	Jun 30, 26	+60.46K	0.09%
LPL Financial LLC	147.24K	Jun 30, 26	+104.89K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	135.90K	Jun 30, 26	-20	0.09%
NATIXIS ADVISORS, L.P.	125.14K	Jun 30, 26	-67.42K	0.08%
Shared Vision Wealth Group LLC	118.41K	Jun 30, 26	+61.12K	0.08%
Mariner, LLC	116.46K	Jun 30, 26	+53.29K	0.07%
CAPTRUST FINANCIAL ADVISORS	114.71K	Jun 30, 26	+33.75K	0.07%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	112.25K	Jun 30, 26	-66.41K	0.07%
GOLDMAN SACHS GROUP INC	100.00K	Jun 30, 26	+100.00K	0.06%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	95.09K	Jun 30, 26	-46.63K	0.06%
Investment Planning Advisors, Inc.	90.64K	Jun 30, 26	-278	0.06%
ADVISOR GROUP HOLDINGS, INC.	85.25K	Jun 30, 26	+32.20K	0.05%
Janney Montgomery Scott LLC	80.00K	Jun 30, 26	--	0.05%
Breakwater Investment Management	75.46K	Jun 30, 26	+1.95K	0.05%
Creative Planning	71.88K	Jun 30, 26	-676.96K	0.05%
DONALDSON CAPITAL MANAGEMENT, LLC	71.79K	Jun 30, 26	--	0.05%
O'ROURKE & COMPANY, Inc	70.57K	Jun 30, 26	+3.91K	0.04%
Cetera Investment Advisers	67.72K	Jun 30, 26	+124	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	65.96K	Jun 30, 26	+33	0.04%
Copper Harbor Investment Advisors, LLC	62.98K	Jun 30, 26	+62.98K	0.04%
TSA Wealth Managment LLC	62.13K	Jun 30, 26	-3.16K	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	60.61K	Jun 30, 26	--	0.04%
AQR CAPITAL MANAGEMENT LLC	57.52K	Jun 30, 26	-7.60K	0.04%
OLD MISSION CAPITAL LLC	56.53K	Jun 30, 26	-340.41K	0.04%
CHOREO, LLC	54.13K	Jun 30, 26	+4.08K	0.03%
NewEdge Wealth, LLC	53.36K	Jun 30, 26	-4.58K	0.03%
Columbus Macro, LLC	53.28K	Jun 30, 26	+5.61K	0.03%
Meridian Wealth Management, LLC	52.78K	Jun 30, 26	-1.02K	0.03%
Torrey Growth & Income Advisors	52.69K	Jun 30, 26	-51.00K	0.03%
Ackerman Capital Advisors, LLC	51.04K	Jun 30, 26	-3.09K	0.03%
CORE WEALTH ADVISORS, LLC	49.90K	Jun 30, 26	-391	0.03%
Archer Investment Management, LLC	48.79K	Jun 30, 26	+13.59K	0.03%
Pasadena Private Wealth, LLC	44.78K	Jun 30, 26	+11.55K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	43.45K	Jun 30, 26	+5.38K	0.03%
ROYAL BANK OF CANADA	42.97K	Jun 30, 26	-8.44K	0.03%
Francis Financial, Inc.	42.33K	Jun 30, 26	-341	0.03%
Paul Damon & Associates, Inc.	41.17K	Jun 30, 26	+5.52K	0.03%
Acorn Wealth Advisors, LLC	40.40K	Jun 30, 26	+40.40K	0.03%
IFP Advisors, Inc	40.05K	Jun 30, 26	-13.38K	0.03%
Stonebridge Financial Group, LLC/CA	39.88K	Jun 30, 26	+39.88K	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	38.94K	Jun 30, 26	+38.94K	0.02%
STOLZ & ASSOCIATES, PS	38.59K	Jun 30, 26	+90	0.02%
Kestra Advisory Services, LLC	38.32K	Jun 30, 26	+6.43K	0.02%
HARBOUR INVESTMENTS, INC.	37.93K	Jun 30, 26	+1.15K	0.02%
Legacy Wealth Management, Inc	36.51K	Jun 30, 26	+10	0.02%
Asset Allocation Strategies LLC	33.61K	Jun 30, 26	+7.96K	0.02%
FMR LLC	33.58K	Jun 30, 26	+12.83K	0.02%
Cambridge Investment Research Advisors, Inc.	33.11K	Jun 30, 26	-6.99K	0.02%
Sequoia Financial Advisors, LLC	32.28K	Jun 30, 26	-783	0.02%
Alteri Wealth LLC	32.08K	Jun 30, 26	-64	0.02%
Wescott Financial Advisory Group, LLC	31.27K	Jun 30, 26	+271	0.02%
Gleason Group, Inc.	28.00K	Jun 30, 26	+830	0.02%
Cypress Wealth Services, LLC	27.40K	Jun 30, 26	+27.40K	0.02%
AdvisorNet Financial, Inc	26.31K	Jun 30, 26	-215	0.02%
CAP Partners, LLC	26.23K	Jun 30, 26	+3.47K	0.02%
MAI Capital Management	25.87K	Jun 30, 26	+1.87K	0.02%
Accredited Investors Inc.	25.67K	Jun 30, 26	+25.67K	0.02%
Advyzon Investment Management, LLC	25.59K	Jun 30, 26	+3.17K	0.02%
Clear Creek Financial Management, LLC	25.52K	Jun 30, 26	+3.10K	0.02%
Coastal Bridge Advisors, LLC	25.42K	Jun 30, 26	+125	0.02%
Symmetry Partners, LLC	24.34K	Jun 30, 26	+4.72K	0.02%
Blueprint Financial Advisors LLC	23.59K	Jun 30, 26	--	0.01%
Blueprint Investment Partners LLC	23.59K	Jun 30, 26	--	0.01%
Hoxton Planning & Management, LLC	22.57K	Jun 30, 26	+9.96K	0.01%
CreativeOne Wealth, LLC	21.72K	Jun 30, 26	+3.00K	0.01%
Roan Capital Partners	21.06K	Jun 30, 26	+4.75K	0.01%
Berger Financial Group, Inc	20.72K	Jun 30, 26	+18	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	20.48K	Jun 30, 26	-25.41K	0.01%
Altiora Financial Group, LLC	20.00K	Jun 30, 26	--	0.01%
HighTower Advisors, LLC	19.77K	Jun 30, 26	-751	0.01%
Advisory Services Network, LLC	19.41K	Jun 30, 26	+19.41K	0.01%
GILL CAPITAL PARTNERS, LLC	19.35K	Jun 30, 26	--	0.01%
Golden Bell Financial Planning LLC	18.08K	Jun 30, 26	+109	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	17.40K	Jun 30, 26	+17.40K	0.01%
CoreCap Advisors, LLC	17.10K	Jun 30, 26	+17.10K	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	17.10K	Jun 30, 26	-5.50K	0.01%
Unify Financial Advisors	17.00K	Jun 30, 26	--	0.01%
CI Private Wealth, LLC	16.88K	Jun 30, 26	+4.31K	0.01%
FF Advisors,LLC	16.82K	Jun 30, 26	--	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	16.70K	Jun 30, 26	+16.70K	0.01%
Galvin, Gaustad & Stein, LLC	16.67K	Jun 30, 26	--	0.01%
Grant Street Asset Management, Inc.	16.34K	Jun 30, 26	+142	0.01%
CHAPMAN FINANCIAL GROUP, LLC	16.10K	Jun 30, 26	--	0.01%
Continuum Advisory, LLC	15.91K	Jun 30, 26	+903	0.01%
Carrera Capital Advisors	15.90K	Jun 30, 26	+15.90K	0.01%
Cerity Partners LLC	15.64K	Jun 30, 26	+15.64K	0.01%
Spire Wealth Management	15.63K	Jun 30, 26	+135	0.01%
FIDUCIARY FINANCIAL ADVISORS	15.47K	Jun 30, 26	+15.47K	0.01%
Farther Finance Advisors, LLC	15.42K	Jun 30, 26	+6.71K	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	15.27K	Jun 30, 26	+278	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	15.12K	Jun 30, 26	+15.12K	0.01%
SageView Advisory Group, LLC	15.04K	Jun 30, 26	+1.64K	0.01%
Gemmer Asset Management LLC	14.49K	Jun 30, 26	+124	0.01%
Nalls Sherbakoff Group, LLC	14.46K	Jun 30, 26	--	0.01%
Revisor Wealth Management LLC	14.12K	Jun 30, 26	-2.32K	0.01%
Advisory Alpha, LLC	13.61K	Jun 30, 26	+452	0.01%
Intentional Wealth Strategies, LLC	13.56K	Jun 30, 26	+13.56K	0.01%
Colony Group, LLC	12.95K	Jun 30, 26	+2.89K	0.01%
Canal Capital Management, LLC	12.61K	Jun 30, 26	+94	0.01%
Savvy Advisors, Inc.	12.20K	Jun 30, 26	--	0.01%
January Capital Advisors LLC	12.03K	Jun 30, 26	--	0.01%
IEQ CAPITAL, LLC	12.00K	Jun 30, 26	+12.00K	0.01%
CERTUITY, LLC	12.00K	Jun 30, 26	+104	0.01%
Concurrent Investment Advisors, LLC	11.82K	Jun 30, 26	-2.73K	0.01%
Values Added Financial LLC	11.55K	Jun 30, 26	+11.55K	0.01%
Cape Investment Advisory, Inc.	11.45K	Jun 30, 26	+95	0.01%
Breakwater Capital Group	11.31K	Jun 30, 26	+1.55K	0.01%
Rosenberg Matthew Hamilton	11.01K	Jun 30, 26	+11.01K	0.01%
Keystone Wealth Services, LLC	10.89K	Jun 30, 26	+10.89K	0.01%
Foundations Investment Advisors, LLC	10.67K	Jun 30, 26	+10.67K	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	10.37K	Jun 30, 26	--	0.01%
Pinnacle Bancorp, Inc.	10.22K	Jun 30, 26	+10.22K	0.01%
Greenspring Advisors, LLC	9.74K	Jun 30, 26	+9.74K	0.01%
Bedel Financial Consulting, Inc.	9.73K	Jun 30, 26	--	0.01%
JOHNSON INVESTMENT COUNSEL INC	9.51K	Jun 30, 26	--	0.01%
Heartwood Wealth Advisors LLC	9.24K	Jun 30, 26	--	0.01%
XTX Topco Ltd	9.06K	Jun 30, 26	+9.06K	0.01%
VCI Wealth Management LLC	8.97K	Jun 30, 26	-1.02K	0.01%
Northern Lights Advisors, Inc.	8.91K	Jun 30, 26	-579	0.01%
Fisher Asset Management, LLC	8.73K	Jun 30, 26	+8.73K	0.01%
AMERIPRISE FINANCIAL INC	8.63K	Jun 30, 26	--	0.01%
Resonant Capital Advisors, LLC	8.35K	Jun 30, 26	--	0.01%
Lido Advisors, LLC	8.27K	Jun 30, 26	+8.27K	0.01%
Hayek Kallen Investment Management	8.00K	Jun 30, 26	+8.00K	0.01%
AE Wealth Management LLC	7.92K	Jun 30, 26	+3.47K	0.01%
MISSION WEALTH MANAGEMENT, LP	7.78K	Jun 30, 26	-969	0.00%
Aptus Capital Advisors, LLC	6.41K	Jun 30, 26	+4.69K	0.00%
Larson Financial Group LLC	6.16K	Jun 30, 26	+711	0.00%
Ancora Advisors, LLC	5.76K	Jun 30, 26	--	0.00%
MORGAN STANLEY	5.71K	Jun 30, 26	+19	0.00%
Capital Analysts, LLC	5.40K	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	5.19K	Jun 30, 26	+167	0.00%
Global Retirement Partners, LLC	4.75K	Jun 30, 26	+4.75K	0.00%
Capital Investment Advisory Services, LLC	4.69K	Jun 30, 26	+4.69K	0.00%
Allworth Financial LP	3.65K	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	3.53K	Jun 30, 26	+2.68K	0.00%
Tower Research Capital LLC (TRC)	3.00K	Jun 30, 26	-130.72K	0.00%
BROWN BROTHERS HARRIMAN & CO	2.69K	Jun 30, 26	--	0.00%
Community Bank, N.A.	2.28K	Jun 30, 26	--	0.00%
WEST PACES ADVISORS INC.	1.95K	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	1.94K	Jun 30, 26	+1.94K	0.00%
Buck Wealth Strategies, LLC	1.90K	Jun 30, 26	+1.90K	0.00%
Steward Partners Investment Advisory, LLC	1.74K	Jun 30, 26	+1.74K	0.00%
Trust Co	1.53K	Jun 30, 26	-360	0.00%
JDM Financial Group LLC	1.48K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1.46K	Jun 30, 26	+731	0.00%
Friedenthal Financial	1.37K	Jun 30, 26	-3.84K	0.00%
SRS Capital Advisors, Inc.	1.13K	Jun 30, 26	+1.13K	0.00%
Signature Resources Capital Management, LLC	1.10K	Jun 30, 26	+1.10K	0.00%
Atlantic Union Bankshares Corp	1.03K	Jun 30, 26	+1.03K	0.00%
ASSETMARK, INC	809	Jun 30, 26	-222	0.00%
EPG Wealth Management LLC	750	Jun 30, 26	+750	0.00%
BANK OF MONTREAL /CAN/	749	Jun 30, 26	--	0.00%
CVA Family Office, LLC	700	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	399	Jun 30, 26	+399	0.00%
Russell Investments Group, Ltd.	357	Jun 30, 26	+357	0.00%
Abound Wealth Management	345	Jun 30, 26	+345	0.00%
Delos Wealth Advisors, LLC	178	Jun 30, 26	+178	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	156	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	153	Jun 30, 26	+153	0.00%
MARYLAND CAPITAL ADVISORS INC.	139	Jun 30, 26	+139	0.00%
UBS Group AG	134	Jun 30, 26	-153	0.00%
True Wealth Design, LLC	67	Jun 30, 26	+67	0.00%
VANGUARD ADVISERS INC	47	Jun 30, 26	-2	0.00%
High Note Wealth, LLC	34	Jun 30, 26	+34	0.00%
BlackRock, Inc.	25	Jun 30, 26	+25	0.00%
CENTRAL TRUST Co	22	Jun 30, 26	+22	0.00%
Frazier Financial Advisors, LLC	15	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	7	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	1	Jun 30, 26	+1	0.00%
BURLING WEALTH PARTNERS, LLC	--	Jun 30, 26	-12.63K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-868.53K	--
BLVD Private Wealth, LLC	--	Jun 30, 26	-8.30K	--
First Command Advisory Services, Inc.	--	Jun 30, 26	-455	--
Rockefeller Capital Management L.P.	--	Jun 30, 26	-111	--
Resources Investment Advisors, LLC.	--	Jun 30, 26	-9.82K	--
Root Financial Partners, LLC	--	Jun 30, 26	-4.35K	--
HOWE & RUSLING INC	--	Jun 30, 26	-8.17K	--
AlphaCore Capital LLC	--	Jun 30, 26	-1	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-134	--
Kestra Investment Management, LLC	--	Jun 30, 26	-8.56K	--
First Pacific Financial	--	Jun 30, 26	-76	--
Western Wealth Management, LLC	--	Jun 30, 26	-352	--
Banque Transatlantique SA	--	Jun 30, 26	-20	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-72.71K	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-27	--
HRT FINANCIAL LP	--	Jun 30, 26	-12.42K	--
RMG Wealth Management LLC	--	Jun 30, 26	-9.24K	--
NewCorp Financial Services, Inc.	--	Jun 30, 26	-35.14K	--
Northeast Financial Group, Inc.	38.39K	Mar 31, 26	-1.65K	0.02%
CWM, LLC	2.81K	Mar 31, 26	+608	0.00%
McIlrath & Eck, LLC	1.31K	Mar 31, 26	--	0.00%
Red Tortoise LLC	--	Mar 31, 26	-385	--
PURE PORTFOLIOS HOLDINGS LLC	122.61K	Dec 31, 25	+2.35K	0.08%
CIBC Private Wealth Group, LLC	206	Dec 31, 25	+206	0.00%
VanderPol Investments L.L.C.	--	Dec 31, 25	-24.98K	--
TrinityPoint Wealth, LLC	46.65K	Dec 31, 24	+23.31K	0.03%
Kades & Cheifetz LLC	14.19K	Dec 31, 24	+7.17K	0.01%
Cetera Advisors LLC	23.39K	Mar 31, 24	+15.97K	0.01%
Cetera Advisor Networks LLC	5.60K	Mar 31, 24	+130	0.00%
Retirement Group, LLC	141	Mar 31, 24	+141	0.00%
Column Capital Advisors, LLC	13.88K	Sep 30, 23	--	0.01%

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Holder

Date

Change

% Held

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

74.89M

Jun 30, 26

+8.58M

47.60%

Sixth Street Partners Management Company, L.P.

74.89M

Jun 30, 26

+74.89M

47.60%

BANK OF AMERICA CORP /DE/

23.33M

Jun 30, 26

+1.37M

14.83%

JONES FINANCIAL COMPANIES LLLP

3.48M

Jun 30, 26

+500.63K

2.21%

Avidian Wealth Solutions, LLC

1.48M

Jun 30, 26

-13.50K

0.94%

Charles Schwab Trust Co

1.06M

Jun 30, 26

+105.69K

0.67%

Fort Point Capital Partners LLC

1.01M

Jun 30, 26

+310.75K

0.64%

Pallas Capital Advisors LLC

918.63K

Jun 30, 26

+73.39K

0.58%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

903.49K

Jun 30, 26

+123.64K

0.57%

ENVESTNET ASSET MANAGEMENT INC

861.00K

Jun 30, 26

+134.61K

0.55%

Wedmont Private Capital

494.54K

Jun 30, 26

+391

0.31%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

385.68K

Jun 30, 26

+57.48K

0.25%

SMITH, MOORE & CO.

329.85K

Jun 30, 26

+95.28K

0.21%

Quantinno Capital Management LP

306.19K

Jun 30, 26

+5.53K

0.19%

Adviser Investments LLC

279.55K

Jun 30, 26

+39.08K

0.18%

RENAISSANCE TECHNOLOGIES LLC

276.10K

Jun 30, 26

+236.30K

0.18%

CGN Advisors LLC

225.09K

Jun 30, 26

-47.26K

0.14%

Perigon Wealth Management, LLC

223.36K

Jun 30, 26

+11.56K

0.14%

CITADEL ADVISORS LLC

221.63K

Jun 30, 26

+200.66K

0.14%

JPMORGAN CHASE & CO

216.72K

Jun 30, 26

+78.25K

0.14%

MML INVESTORS SERVICES, LLC

176.94K

Jun 30, 26

-104.48K

0.11%

MYECFO, LLC

167.23K

Jun 30, 26

-8.95K

0.11%

Beaird Harris Wealth Management, LLC

166.61K

Jun 30, 26

-25.85K

0.11%

MANNING & NAPIER ADVISORS LLC

156.45K

Jun 30, 26

+39.38K

0.10%

Waverly Advisors, LLC

153.86K

Jun 30, 26

+9.71K

0.10%

Compass Financial Group, INC/SD

149.93K

Jun 30, 26

+88.60K

0.10%

RAYMOND JAMES FINANCIAL INC

148.81K

Jun 30, 26

+60.46K

0.09%

LPL Financial LLC

147.24K

Jun 30, 26

+104.89K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

135.90K

Jun 30, 26

-20

0.09%

NATIXIS ADVISORS, L.P.

125.14K

Jun 30, 26

-67.42K

0.08%

Shared Vision Wealth Group LLC

118.41K

Jun 30, 26

+61.12K

0.08%

Mariner, LLC

116.46K

Jun 30, 26

+53.29K

0.07%

CAPTRUST FINANCIAL ADVISORS

114.71K

Jun 30, 26

+33.75K

0.07%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

112.25K

Jun 30, 26

-66.41K

0.07%

GOLDMAN SACHS GROUP INC

100.00K

Jun 30, 26

+100.00K

0.06%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

95.09K

Jun 30, 26

-46.63K

0.06%

Investment Planning Advisors, Inc.

90.64K

Jun 30, 26

-278

0.06%

ADVISOR GROUP HOLDINGS, INC.

85.25K

Jun 30, 26

+32.20K

0.05%

Janney Montgomery Scott LLC

80.00K

Jun 30, 26

0.05%

Breakwater Investment Management

75.46K

Jun 30, 26

+1.95K

0.05%

Creative Planning

71.88K

Jun 30, 26

-676.96K

0.05%

DONALDSON CAPITAL MANAGEMENT, LLC

71.79K

Jun 30, 26

0.05%

O'ROURKE & COMPANY, Inc

70.57K

Jun 30, 26

+3.91K

0.04%

Cetera Investment Advisers

67.72K

Jun 30, 26

+124

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

65.96K

Jun 30, 26

+33

0.04%

Copper Harbor Investment Advisors, LLC

62.98K

Jun 30, 26

+62.98K

0.04%

TSA Wealth Managment LLC

62.13K

Jun 30, 26

-3.16K

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

60.61K

Jun 30, 26

0.04%

AQR CAPITAL MANAGEMENT LLC

57.52K

Jun 30, 26

-7.60K

0.04%

OLD MISSION CAPITAL LLC

56.53K

Jun 30, 26

-340.41K

0.04%

CHOREO, LLC

54.13K

Jun 30, 26

+4.08K

0.03%

NewEdge Wealth, LLC

53.36K

Jun 30, 26

-4.58K

0.03%

Columbus Macro, LLC

53.28K

Jun 30, 26

+5.61K

0.03%

Meridian Wealth Management, LLC

52.78K

Jun 30, 26

-1.02K

0.03%

Torrey Growth & Income Advisors

52.69K

Jun 30, 26

-51.00K

0.03%

Ackerman Capital Advisors, LLC

51.04K

Jun 30, 26

-3.09K

0.03%

CORE WEALTH ADVISORS, LLC

49.90K

Jun 30, 26

-391

0.03%

Archer Investment Management, LLC

48.79K

Jun 30, 26

+13.59K

0.03%

Pasadena Private Wealth, LLC

44.78K

Jun 30, 26

+11.55K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

43.45K

Jun 30, 26

+5.38K

0.03%

ROYAL BANK OF CANADA

42.97K

Jun 30, 26

-8.44K

0.03%

Francis Financial, Inc.

42.33K

Jun 30, 26

-341

0.03%

Paul Damon & Associates, Inc.

41.17K

Jun 30, 26

+5.52K

0.03%

Acorn Wealth Advisors, LLC

40.40K

Jun 30, 26

+40.40K

0.03%

IFP Advisors, Inc

40.05K

Jun 30, 26

-13.38K

0.03%

Stonebridge Financial Group, LLC/CA

39.88K

Jun 30, 26

+39.88K

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

38.94K

Jun 30, 26

+38.94K

0.02%

STOLZ & ASSOCIATES, PS

38.59K

Jun 30, 26

+90

0.02%

Kestra Advisory Services, LLC

38.32K

Jun 30, 26

+6.43K

0.02%

HARBOUR INVESTMENTS, INC.

37.93K

Jun 30, 26

+1.15K

0.02%

Legacy Wealth Management, Inc

36.51K

Jun 30, 26

+10

0.02%

Asset Allocation Strategies LLC

33.61K

Jun 30, 26

+7.96K

0.02%

FMR LLC

33.58K

Jun 30, 26

+12.83K

0.02%

Cambridge Investment Research Advisors, Inc.

33.11K

Jun 30, 26

-6.99K

0.02%

Sequoia Financial Advisors, LLC

32.28K

Jun 30, 26

-783

0.02%

Alteri Wealth LLC

32.08K

Jun 30, 26

-64

0.02%

Wescott Financial Advisory Group, LLC

31.27K

Jun 30, 26

+271

0.02%

Gleason Group, Inc.

28.00K

Jun 30, 26

+830

0.02%

Cypress Wealth Services, LLC

27.40K

Jun 30, 26

+27.40K

0.02%

AdvisorNet Financial, Inc

26.31K

Jun 30, 26

-215

0.02%

CAP Partners, LLC

26.23K

Jun 30, 26

+3.47K

0.02%

MAI Capital Management

25.87K

Jun 30, 26

+1.87K

0.02%

Accredited Investors Inc.

25.67K

Jun 30, 26

+25.67K

0.02%

Advyzon Investment Management, LLC

25.59K

Jun 30, 26

+3.17K

0.02%

Clear Creek Financial Management, LLC

25.52K

Jun 30, 26

+3.10K

0.02%

Coastal Bridge Advisors, LLC

25.42K

Jun 30, 26

+125

0.02%

Symmetry Partners, LLC

24.34K

Jun 30, 26

+4.72K

0.02%

Blueprint Financial Advisors LLC

23.59K

Jun 30, 26

0.01%

Blueprint Investment Partners LLC

23.59K

Jun 30, 26

0.01%

Hoxton Planning & Management, LLC

22.57K

Jun 30, 26

+9.96K

0.01%

CreativeOne Wealth, LLC

21.72K

Jun 30, 26

+3.00K

0.01%

Roan Capital Partners

21.06K

Jun 30, 26

+4.75K

0.01%

Berger Financial Group, Inc

20.72K

Jun 30, 26

+18

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

20.48K

Jun 30, 26

-25.41K

0.01%

Altiora Financial Group, LLC

20.00K

Jun 30, 26

0.01%

HighTower Advisors, LLC

19.77K

Jun 30, 26

-751

0.01%

Advisory Services Network, LLC

19.41K

Jun 30, 26

+19.41K

0.01%

GILL CAPITAL PARTNERS, LLC

19.35K

Jun 30, 26

0.01%

Golden Bell Financial Planning LLC

18.08K

Jun 30, 26

+109

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

17.40K

Jun 30, 26

+17.40K

0.01%

CoreCap Advisors, LLC

17.10K

Jun 30, 26

+17.10K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

17.10K

Jun 30, 26

-5.50K

0.01%

Unify Financial Advisors

17.00K

Jun 30, 26

0.01%

CI Private Wealth, LLC

16.88K

Jun 30, 26

+4.31K

0.01%

FF Advisors,LLC

16.82K

Jun 30, 26

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

16.70K

Jun 30, 26

+16.70K

0.01%

Galvin, Gaustad & Stein, LLC

16.67K

Jun 30, 26

0.01%

Grant Street Asset Management, Inc.

16.34K

Jun 30, 26

+142

0.01%

CHAPMAN FINANCIAL GROUP, LLC

16.10K

Jun 30, 26

0.01%

Continuum Advisory, LLC

15.91K

Jun 30, 26

+903

0.01%

Carrera Capital Advisors

15.90K

Jun 30, 26

+15.90K

0.01%

Cerity Partners LLC

15.64K

Jun 30, 26

+15.64K

0.01%

Spire Wealth Management

15.63K

Jun 30, 26

+135

0.01%

FIDUCIARY FINANCIAL ADVISORS

15.47K

Jun 30, 26

+15.47K

0.01%

Farther Finance Advisors, LLC

15.42K

Jun 30, 26

+6.71K

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

15.27K

Jun 30, 26

+278

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

15.12K

Jun 30, 26

+15.12K

0.01%

SageView Advisory Group, LLC

15.04K

Jun 30, 26

+1.64K

0.01%

Gemmer Asset Management LLC

14.49K

Jun 30, 26

+124

0.01%

Nalls Sherbakoff Group, LLC

14.46K

Jun 30, 26

0.01%

Revisor Wealth Management LLC

14.12K

Jun 30, 26

-2.32K

0.01%

Advisory Alpha, LLC

13.61K

Jun 30, 26

+452

0.01%

Intentional Wealth Strategies, LLC

13.56K

Jun 30, 26

+13.56K

0.01%

Colony Group, LLC

12.95K

Jun 30, 26

+2.89K

0.01%

Canal Capital Management, LLC

12.61K

Jun 30, 26

+94

0.01%

Savvy Advisors, Inc.

12.20K

Jun 30, 26

0.01%

January Capital Advisors LLC

12.03K

Jun 30, 26

0.01%

IEQ CAPITAL, LLC

12.00K

Jun 30, 26

+12.00K

0.01%

CERTUITY, LLC

12.00K

Jun 30, 26

+104

0.01%

Concurrent Investment Advisors, LLC

11.82K

Jun 30, 26

-2.73K

0.01%

Values Added Financial LLC

11.55K

Jun 30, 26

+11.55K

0.01%

Cape Investment Advisory, Inc.

11.45K

Jun 30, 26

+95

0.01%

Breakwater Capital Group

11.31K

Jun 30, 26

+1.55K

0.01%

Rosenberg Matthew Hamilton

11.01K

Jun 30, 26

+11.01K

0.01%

Keystone Wealth Services, LLC

10.89K

Jun 30, 26

+10.89K

0.01%

Foundations Investment Advisors, LLC

10.67K

Jun 30, 26

+10.67K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

10.37K

Jun 30, 26

0.01%

Pinnacle Bancorp, Inc.

10.22K

Jun 30, 26

+10.22K

0.01%

Greenspring Advisors, LLC

9.74K

Jun 30, 26

+9.74K

0.01%

Bedel Financial Consulting, Inc.

9.73K

Jun 30, 26

0.01%

JOHNSON INVESTMENT COUNSEL INC

9.51K

Jun 30, 26

0.01%

Heartwood Wealth Advisors LLC

9.24K

Jun 30, 26

0.01%

XTX Topco Ltd

9.06K

Jun 30, 26

+9.06K

0.01%

VCI Wealth Management LLC

8.97K

Jun 30, 26

-1.02K

0.01%

Northern Lights Advisors, Inc.

8.91K

Jun 30, 26

-579

0.01%

Fisher Asset Management, LLC

8.73K

Jun 30, 26

+8.73K

0.01%

AMERIPRISE FINANCIAL INC

8.63K

Jun 30, 26

0.01%

Resonant Capital Advisors, LLC

8.35K

Jun 30, 26

0.01%

Lido Advisors, LLC

8.27K

Jun 30, 26

+8.27K

0.01%

Hayek Kallen Investment Management

8.00K

Jun 30, 26

+8.00K

0.01%

AE Wealth Management LLC

7.92K

Jun 30, 26

+3.47K

0.01%

MISSION WEALTH MANAGEMENT, LP

7.78K

Jun 30, 26

-969

0.00%

Aptus Capital Advisors, LLC

6.41K

Jun 30, 26

+4.69K

0.00%

Larson Financial Group LLC

6.16K

Jun 30, 26

+711

0.00%

Ancora Advisors, LLC

5.76K

Jun 30, 26

0.00%

MORGAN STANLEY

5.71K

Jun 30, 26

+19

0.00%

Capital Analysts, LLC

5.40K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

5.19K

Jun 30, 26

+167

0.00%

Global Retirement Partners, LLC

4.75K

Jun 30, 26

+4.75K

0.00%

Capital Investment Advisory Services, LLC

4.69K

Jun 30, 26

+4.69K

0.00%

Allworth Financial LP

3.65K

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

3.53K

Jun 30, 26

+2.68K

0.00%

Tower Research Capital LLC (TRC)

3.00K

Jun 30, 26

-130.72K

0.00%

BROWN BROTHERS HARRIMAN & CO

2.69K

Jun 30, 26

0.00%

Community Bank, N.A.

2.28K

Jun 30, 26

0.00%

WEST PACES ADVISORS INC.

1.95K

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

1.94K

Jun 30, 26

+1.94K

0.00%

Buck Wealth Strategies, LLC

1.90K

Jun 30, 26

+1.90K

0.00%

Steward Partners Investment Advisory, LLC

1.74K

Jun 30, 26

+1.74K

0.00%

Trust Co

1.53K

Jun 30, 26

-360

0.00%

JDM Financial Group LLC

1.48K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.46K

Jun 30, 26

+731

0.00%

Friedenthal Financial

1.37K

Jun 30, 26

-3.84K

0.00%

SRS Capital Advisors, Inc.

1.13K

Jun 30, 26

+1.13K

0.00%

Signature Resources Capital Management, LLC

1.10K

Jun 30, 26

+1.10K

0.00%

Atlantic Union Bankshares Corp

1.03K

Jun 30, 26

+1.03K

0.00%

ASSETMARK, INC

809

Jun 30, 26

-222

0.00%

EPG Wealth Management LLC

750

Jun 30, 26

+750

0.00%

BANK OF MONTREAL /CAN/

749

Jun 30, 26

0.00%

CVA Family Office, LLC

700

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

399

Jun 30, 26

+399

0.00%

Russell Investments Group, Ltd.

357

Jun 30, 26

+357

0.00%

Abound Wealth Management

345

Jun 30, 26

+345

0.00%

Delos Wealth Advisors, LLC

178

Jun 30, 26

+178

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

156

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

153

Jun 30, 26

+153

0.00%

MARYLAND CAPITAL ADVISORS INC.

139

Jun 30, 26

+139

0.00%

UBS Group AG

134

Jun 30, 26

-153

0.00%

True Wealth Design, LLC

Jun 30, 26

+67

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-2

0.00%

High Note Wealth, LLC

Jun 30, 26

+34

0.00%

BlackRock, Inc.

Jun 30, 26

+25

0.00%

CENTRAL TRUST Co

Jun 30, 26

+22

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

0.00%

BURLING WEALTH PARTNERS, LLC

Jun 30, 26

-12.63K

JANE STREET GROUP, LLC

Jun 30, 26

-868.53K

BLVD Private Wealth, LLC

Jun 30, 26

-8.30K

First Command Advisory Services, Inc.

Jun 30, 26

-455

Rockefeller Capital Management L.P.

Jun 30, 26

-111

Resources Investment Advisors, LLC.

Jun 30, 26

-9.82K

Root Financial Partners, LLC

Jun 30, 26

-4.35K

HOWE & RUSLING INC

Jun 30, 26

-8.17K

AlphaCore Capital LLC

Jun 30, 26

-1

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-134

Kestra Investment Management, LLC

Jun 30, 26

-8.56K

First Pacific Financial

Jun 30, 26

-76

Western Wealth Management, LLC

Jun 30, 26

-352

Banque Transatlantique SA

Jun 30, 26

-20

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-72.71K

EverSource Wealth Advisors, LLC

Jun 30, 26

-27

HRT FINANCIAL LP

Jun 30, 26

-12.42K

RMG Wealth Management LLC

Jun 30, 26

-9.24K

NewCorp Financial Services, Inc.

Jun 30, 26

-35.14K

Northeast Financial Group, Inc.

38.39K

Mar 31, 26

-1.65K

0.02%

CWM, LLC

2.81K

Mar 31, 26

+608

0.00%

McIlrath & Eck, LLC

1.31K

Mar 31, 26

0.00%

Red Tortoise LLC

Mar 31, 26

-385

PURE PORTFOLIOS HOLDINGS LLC

122.61K

Dec 31, 25

+2.35K

0.08%

CIBC Private Wealth Group, LLC

206

Dec 31, 25

+206

0.00%

VanderPol Investments L.L.C.

Dec 31, 25

-24.98K

TrinityPoint Wealth, LLC

46.65K

Dec 31, 24

+23.31K

0.03%

Kades & Cheifetz LLC

14.19K

Dec 31, 24

+7.17K

0.01%

Cetera Advisors LLC

23.39K

Mar 31, 24

+15.97K

0.01%

Cetera Advisor Networks LLC

5.60K

Mar 31, 24

+130

0.00%

Retirement Group, LLC

141

Mar 31, 24

+141

0.00%

Column Capital Advisors, LLC

13.88K

Sep 30, 23

0.01%