iShares 0-5 Year Investment Grade Corporate Bond ETF(SLQD)

$50.23—

Chart

iShares 0-5 Year Investment Grade Corporate Bond ETF(SLQD)

NASDAQ

$50.23—

Chart Studio

SLQD(SLQD)

SLQD

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 319 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	2.38M	Mar 31, 26	+24.03K	5.08%
Allspring Global Investments Holdings, LLC	2.08M	Mar 31, 26	--	4.44%
LJI Wealth Management, LLC	1.37M	Mar 31, 26	+59.32K	2.92%
UBS Group AG	1.16M	Mar 31, 26	+30.12K	2.47%
LPL Financial LLC	1.11M	Mar 31, 26	-44.44K	2.36%
MAI Capital Management	1.08M	Mar 31, 26	+52.94K	2.31%
Pensionmark Financial Group, LLC	1.03M	Mar 31, 26	+38.04K	2.20%
Bramshill Investments, LLC	997.00K	Mar 31, 26	-813	2.13%
FARMERS & MERCHANTS INVESTMENTS INC	970.99K	Mar 31, 26	+2.67K	2.07%
AMERIPRISE FINANCIAL INC	828.13K	Mar 31, 26	+17.39K	1.77%
ROYAL BANK OF CANADA	787.81K	Mar 31, 26	+100.21K	1.68%
Crews Bank & Trust	759.58K	Mar 31, 26	+23.19K	1.62%
RAYMOND JAMES FINANCIAL INC	727.96K	Mar 31, 26	+49.47K	1.55%
BANK OF AMERICA CORP /DE/	595.89K	Mar 31, 26	+6.67K	1.27%
GFS Advisors, LLC	575.34K	Mar 31, 26	+575.34K	1.23%
VOISARD ASSET MANAGEMENT GROUP, INC.	529.98K	Mar 31, 26	-319.97K	1.13%
Wiser Wealth Management, Inc	491.39K	Mar 31, 26	+28.42K	1.05%
NewEdge Advisors, LLC	487.35K	Mar 31, 26	+9.54K	1.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	469.59K	Mar 31, 26	-18.95K	1.00%
GREENUP STREET WEALTH MANAGEMENT LLC	458.29K	Mar 31, 26	-7.92K	0.98%
Vestmark Advisory Solutions, Inc.	396.98K	Mar 31, 26	+18.47K	0.85%
CAMDEN NATIONAL BANK	379.91K	Mar 31, 26	+26.55K	0.81%
CI Private Wealth, LLC	360.57K	Mar 31, 26	-54.65K	0.77%
Allianz Asset Management GmbH	359.32K	Mar 31, 26	-1.63K	0.77%
Colonial Trust Advisors	313.17K	Mar 31, 26	+20.32K	0.67%
Cetera Investment Advisers	296.57K	Mar 31, 26	+3.37K	0.63%
Global Wealth Management Investment Advisory, Inc.	264.99K	Mar 31, 26	+6.39K	0.57%
STIFEL FINANCIAL CORP	255.74K	Mar 31, 26	+27.51K	0.55%
Waterloo Capital, L.P.	241.98K	Mar 31, 26	+34.93K	0.52%
WELLS FARGO & COMPANY/MN	234.88K	Mar 31, 26	+7.61K	0.50%
INTEGRAL INVESTMENT ADVISORS, INC.	229.39K	Mar 31, 26	+19.18K	0.49%
Financiere des Professionnels - Fonds d,investissement inc.	217.30K	Mar 31, 26	-217.10K	0.46%
ENVESTNET ASSET MANAGEMENT INC	216.15K	Mar 31, 26	+26.83K	0.46%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	200.90K	Mar 31, 26	+27.83K	0.43%
HighTower Advisors, LLC	194.45K	Mar 31, 26	-5.02K	0.42%
Colonial Trust Co / SC	192.54K	Mar 31, 26	+13.19K	0.41%
COMMONWEALTH EQUITY SERVICES, LLC	191.02K	Mar 31, 26	+36.93K	0.41%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	179.78K	Mar 31, 26	+179.78K	0.38%
PFG Advisors	164.19K	Mar 31, 26	+164.19K	0.35%
Sierra Capital LLC	160.66K	Mar 31, 26	-20.98K	0.34%
LaSalle St. Investment Advisors, LLC	159.91K	Mar 31, 26	+3.09K	0.34%
Saiph Capital, LLC	149.45K	Mar 31, 26	-6.03K	0.32%
ALTERNA WEALTH MANAGEMENT, INC	147.02K	Mar 31, 26	-2.08K	0.31%
JPMORGAN CHASE & CO	143.56K	Mar 31, 26	+4.50K	0.31%
Summit Financial, LLC	135.40K	Mar 31, 26	-3.11K	0.29%
Ifrah Financial Services, Inc.	133.12K	Mar 31, 26	-33.38K	0.28%
SCOTIA CAPITAL INC.	130.37K	Mar 31, 26	-5.66K	0.28%
Federation des caisses Desjardins du Quebec	129.38K	Mar 31, 26	-455	0.28%
NDWM LLC	128.72K	Mar 31, 26	+92.82K	0.27%
Financial Engines Advisors L.L.C.	123.77K	Mar 31, 26	-11.47K	0.26%
MML INVESTORS SERVICES, LLC	122.15K	Mar 31, 26	-27.06K	0.26%
Private Advisor Group, LLC	119.58K	Mar 31, 26	+6.92K	0.26%
BlackRock, Inc.	113.35K	Mar 31, 26	+110.02K	0.24%
LOOMIS SAYLES & CO L P	112.76K	Mar 31, 26	-59.24K	0.24%
ASSETMARK, INC	108.92K	Mar 31, 26	+95.05K	0.23%
PRINCIPAL SECURITIES, INC.	107.51K	Mar 31, 26	+1.34K	0.23%
Waverly Advisors, LLC	106.70K	Mar 31, 26	+3.33K	0.23%
Lido Advisors, LLC	103.89K	Mar 31, 26	+760	0.22%
Sanctuary Advisors, LLC	103.79K	Mar 31, 26	+16.51K	0.22%
River Wealth Advisors LLC	103.13K	Mar 31, 26	-4.96K	0.22%
Harel Insurance Investments & Financial Services Ltd.	102.65K	Mar 31, 26	+2.77K	0.22%
JT Stratford LLC	101.18K	Mar 31, 26	+869	0.22%
Quantinno Capital Management LP	100.83K	Mar 31, 26	+6.32K	0.22%
Kathmere Capital Management, LLC	100.30K	Mar 31, 26	+6.39K	0.21%
DecisionPoint Financial, LLC	96.21K	Mar 31, 26	+2.66K	0.21%
Rosenberg Matthew Hamilton	88.87K	Mar 31, 26	-1.00K	0.19%
TIAA TRUST, NATIONAL ASSOCIATION	84.05K	Mar 31, 26	-196.22K	0.18%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	81.03K	Mar 31, 26	--	0.17%
Trail Ridge Investment Advisors, LLC	79.99K	Mar 31, 26	-407	0.17%
Belpointe Asset Management LLC	77.10K	Mar 31, 26	+12.72K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	71.39K	Mar 31, 26	-15.19K	0.15%
ADVISOR GROUP HOLDINGS, INC.	69.47K	Mar 31, 26	-17.52K	0.15%
JANE STREET GROUP, LLC	68.66K	Mar 31, 26	+61.12K	0.15%
JGP Wealth Management, LLC	60.69K	Mar 31, 26	+4.62K	0.13%
Rockbridge Investment Management, LCC	60.36K	Mar 31, 26	-516	0.13%
Turn8 Private Wealth Inc.	60.14K	Mar 31, 26	+13.19K	0.13%
IFP Advisors, Inc	59.65K	Mar 31, 26	+4.55K	0.13%
TD Waterhouse Canada Inc.	58.40K	Mar 31, 26	+3.96K	0.12%
GOLDMAN SACHS GROUP INC	57.03K	Mar 31, 26	-4.80K	0.12%
JONES FINANCIAL COMPANIES LLLP	56.78K	Mar 31, 26	-2.83K	0.12%
Sugar Maple Asset Management, LLC	56.46K	Mar 31, 26	-12.13K	0.12%
Fonville Wealth Management LLC	55.53K	Mar 31, 26	-2.77K	0.12%
Obsido Oy	54.86K	Mar 31, 26	-789	0.12%
Cambridge Investment Research Advisors, Inc.	54.68K	Mar 31, 26	+7.77K	0.12%
CITADEL ADVISORS LLC	52.93K	Mar 31, 26	+52.93K	0.11%
Life Planning Partners, Inc	49.85K	Mar 31, 26	+2.55K	0.11%
Mariner, LLC	45.43K	Mar 31, 26	-3.68K	0.10%
Argent Advisors, Inc.	41.91K	Mar 31, 26	-84	0.09%
BANK OF MONTREAL /CAN/	40.90K	Mar 31, 26	+428	0.09%
VISTA INVESTMENT MANAGEMENT	40.72K	Mar 31, 26	-2.25K	0.09%
Charter Oak Capital Management, LLC	39.85K	Mar 31, 26	-18.03K	0.09%
Bank Julius Baer & Co. Ltd, Zurich	38.71K	Mar 31, 26	+6.65K	0.08%
Laurel Wealth Advisors LLC	38.58K	Mar 31, 26	-1.58K	0.08%
StoneX Group Inc.	37.68K	Mar 31, 26	+12.37K	0.08%
Biondo Investment Advisors, LLC	34.89K	Mar 31, 26	+2.43K	0.07%
Cosner Financial Group, LLC	32.56K	Mar 31, 26	--	0.07%
RMB Capital Management, LLC	32.46K	Mar 31, 26	-122	0.07%
IPG Investment Advisors LLC	32.26K	Mar 31, 26	+11.71K	0.07%
OFC FINANCIAL PLANNING, LLC	31.59K	Mar 31, 26	-84	0.07%
Janney Montgomery Scott LLC	31.18K	Mar 31, 26	+6.29K	0.07%
Sigma Planning Corp	30.31K	Mar 31, 26	+893	0.06%
Equitable Holdings, Inc.	29.45K	Mar 31, 26	+5.26K	0.06%
Stratos Wealth Partners, LTD.	29.20K	Mar 31, 26	-2.27K	0.06%
London & Capital Asset Management Ltd	26.90K	Mar 31, 26	--	0.06%
American Money Management, LLC	26.37K	Mar 31, 26	-6	0.06%
Baird Financial Group, Inc.	25.97K	Mar 31, 26	-1.48K	0.06%
CARY STREET PARTNERS FINANCIAL LLC	25.81K	Mar 31, 26	-1.06K	0.06%
FIFTH THIRD BANCORP	24.94K	Mar 31, 26	+24.94K	0.05%
Garden State Investment Advisory Services LLC	24.13K	Mar 31, 26	-57	0.05%
Savant Capital, LLC	23.91K	Mar 31, 26	-1.90K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	23.52K	Mar 31, 26	-303	0.05%
Integrated Wealth Concepts LLC	23.10K	Mar 31, 26	+1.24K	0.05%
Wescott Financial Advisory Group, LLC	22.65K	Mar 31, 26	+132	0.05%
Private Wealth Group, LLC	22.39K	Mar 31, 26	--	0.05%
Arkadios Wealth Advisors	22.24K	Mar 31, 26	+3.67K	0.05%
CLUNE & ASSOCIATES, LTD.	21.09K	Mar 31, 26	-3.29K	0.05%
Private Wealth Management Group, LLC	20.96K	Mar 31, 26	+1.36K	0.04%
City Center Advisors, LLC	20.78K	Mar 31, 26	-4.45K	0.04%
Mutual Advisors, LLC	20.51K	Mar 31, 26	-747	0.04%
Elevation Capital Advisory, LLC	20.17K	Mar 31, 26	+20.17K	0.04%
Sentinus, LLC	19.75K	Mar 31, 26	-160	0.04%
FC Advisory LLC	19.48K	Mar 31, 26	-401	0.04%
Rehmann Capital Advisory Group	18.52K	Mar 31, 26	-2.31K	0.04%
Fortis Capital Management LLC	17.21K	Mar 31, 26	-594	0.04%
Advisors Capital Management, LLC	17.01K	Mar 31, 26	+5.76K	0.04%
MMBG INVESTMENT ADVISORS CO.	16.96K	Mar 31, 26	--	0.04%
SEEDS INVESTOR LLC	16.60K	Mar 31, 26	+16.60K	0.04%
Stokes Family Office, LLC	16.56K	Mar 31, 26	--	0.04%
GeoWealth Management, LLC	16.11K	Mar 31, 26	-46	0.03%
Vise Technologies, Inc.	14.86K	Mar 31, 26	--	0.03%
Summa Corp.	14.80K	Mar 31, 26	--	0.03%
INSIGNEO ADVISORY SERVICES, LLC	14.40K	Mar 31, 26	-2	0.03%
4J Wealth Management LLC	13.67K	Mar 31, 26	--	0.03%
CIBC WORLD MARKET INC.	13.42K	Mar 31, 26	+88	0.03%
Advisory Alpha, LLC	13.04K	Mar 31, 26	--	0.03%
BARINGS LLC	13.01K	Mar 31, 26	-5.26K	0.03%
Probity Advisors, Inc.	12.64K	Mar 31, 26	-18	0.03%
Atomi Financial Group, Inc.	12.37K	Mar 31, 26	--	0.03%
KELLY FINANCIAL GROUP LLC	11.81K	Mar 31, 26	-406	0.03%
Montis Financial, LLC	11.68K	Mar 31, 26	-4.62K	0.02%
Cedar Point Capital Partners, LLC	11.58K	Mar 31, 26	+762	0.02%
Rialto Wealth Management, LLC	11.48K	Mar 31, 26	-76	0.02%
Parallel Advisors, LLC	11.38K	Mar 31, 26	+1.43K	0.02%
Wolff Financial Management LLC	11.12K	Mar 31, 26	-139	0.02%
BUCKHEAD CAPITAL MANAGEMENT LLC	10.82K	Mar 31, 26	+1.22K	0.02%
Investment Advisory Group, LLC	10.68K	Mar 31, 26	+700	0.02%
Central Pacific Bank - Trust Division	10.49K	Mar 31, 26	-13.45K	0.02%
Alpha Financial Partners, LLC	9.82K	Mar 31, 26	-81	0.02%
PETTYJOHN, WOOD & WHITE, INC	8.79K	Mar 31, 26	+300	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	8.75K	Mar 31, 26	-180	0.02%
Concurrent Investment Advisors, LLC	8.25K	Mar 31, 26	+2.36K	0.02%
Valmark Advisers, Inc.	8.03K	Mar 31, 26	+1.36K	0.02%
Rockefeller Capital Management L.P.	7.79K	Mar 31, 26	+1.23K	0.02%
PRIVATE TRUST CO NA	7.61K	Mar 31, 26	-454	0.02%
Apollon Wealth Management, LLC	7.11K	Mar 31, 26	-715	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	6.98K	Mar 31, 26	--	0.01%
Allworth Financial LP	6.91K	Mar 31, 26	+727	0.01%
MidAtlantic Capital Management, Inc.	6.91K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	6.85K	Mar 31, 26	+645	0.01%
Spire Wealth Management	6.82K	Mar 31, 26	-325	0.01%
Adalta Capital Management LLC	6.60K	Mar 31, 26	-1.20K	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	6.55K	Mar 31, 26	--	0.01%
One Wealth Advisors, LLC	6.55K	Mar 31, 26	-268	0.01%
Hoxton Planning & Management, LLC	6.50K	Mar 31, 26	-412	0.01%
Disciplined Investments, LLC	6.40K	Mar 31, 26	-236	0.01%
Advisory Services Network, LLC	6.19K	Mar 31, 26	+503	0.01%
TRUIST FINANCIAL CORP	6.17K	Mar 31, 26	+222	0.01%
HSBC HOLDINGS PLC	6.13K	Mar 31, 26	-509	0.01%
Kestra Advisory Services, LLC	6.08K	Mar 31, 26	+617	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.93K	Mar 31, 26	+330	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.49K	Mar 31, 26	-6.94K	0.01%
Atria Investments, Inc	5.07K	Mar 31, 26	-27.20K	0.01%
Boreal Capital Management LLC	5.06K	Mar 31, 26	--	0.01%
SEMITAM BONAM LLC	4.94K	Mar 31, 26	--	0.01%
MEITAV INVESTMENT HOUSE LTD	4.78K	Mar 31, 26	--	0.01%
Secure Asset Management, LLC	4.66K	Mar 31, 26	+18	0.01%
HRT FINANCIAL LP	4.55K	Mar 31, 26	+4.55K	0.01%
Weaver Consulting Group	4.54K	Mar 31, 26	-300	0.01%
Colony Group, LLC	4.49K	Mar 31, 26	+5	0.01%
NOVEM GROUP	4.40K	Mar 31, 26	--	0.01%
AdvisorNet Financial, Inc	4.39K	Mar 31, 26	-98	0.01%
Alhambra Investment Partners LLC	4.38K	Mar 31, 26	--	0.01%
HEADINVEST, LLC	4.37K	Mar 31, 26	--	0.01%
LexAurum Advisors, LLC	4.36K	Mar 31, 26	+4.36K	0.01%
MGO ONE SEVEN LLC	4.29K	Mar 31, 26	+4.29K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	4.20K	Mar 31, 26	--	0.01%
U.S. Capital Wealth Advisors, LLC	4.16K	Mar 31, 26	+4.16K	0.01%
CreativeOne Wealth, LLC	4.15K	Mar 31, 26	+4.15K	0.01%
LVZ, Inc.	4.10K	Mar 31, 26	-51	0.01%
WESPAC Advisors SoCal, LLC	3.97K	Mar 31, 26	-3.15K	0.01%
Snowden Capital Advisors LLC	3.96K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	3.66K	Mar 31, 26	+683	0.01%
Tower Research Capital LLC (TRC)	3.60K	Mar 31, 26	+3.44K	0.01%
FRANKLIN RESOURCES INC	3.35K	Mar 31, 26	-200	0.01%
PITTENGER & ANDERSON INC	3.17K	Mar 31, 26	+1.07K	0.01%
Archer Investment Corp	2.91K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	2.80K	Mar 31, 26	+2.80K	0.01%
Sunbelt Securities, Inc.	2.67K	Mar 31, 26	--	0.01%
NATIONAL BANK OF CANADA /FI/	2.16K	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	2.07K	Mar 31, 26	--	0.00%
LRI Investments, LLC	1.96K	Mar 31, 26	--	0.00%
CITIGROUP INC	1.94K	Mar 31, 26	--	0.00%
HALLMARK CAPITAL MANAGEMENT INC	1.47K	Mar 31, 26	-147	0.00%
Western Wealth Management, LLC	1.36K	Mar 31, 26	+1.36K	0.00%
Triumph Capital Management	1.35K	Mar 31, 26	-1.08K	0.00%
Atlantic Edge Private Wealth Management, LLC	1.30K	Mar 31, 26	--	0.00%
NBT BANK N A /NY	1.15K	Mar 31, 26	+1.09K	0.00%
MRP Capital Investments, LLC	885	Mar 31, 26	--	0.00%
AE Wealth Management LLC	846	Mar 31, 26	-658	0.00%
FMR LLC	813	Mar 31, 26	-174	0.00%
CVA Family Office, LLC	607	Mar 31, 26	+567	0.00%
Smartleaf Asset Management LLC	580	Mar 31, 26	+580	0.00%
Farther Finance Advisors, LLC	473	Mar 31, 26	+388	0.00%
Hanson & Doremus Investment Management	418	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	394	Mar 31, 26	+1	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	354	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	348	Mar 31, 26	-525	0.00%
Lodestone Wealth Management LLC	345	Mar 31, 26	+2	0.00%
Sound Income Strategies, LLC	296	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	279	Mar 31, 26	+279	0.00%
Harbor Asset Planning, Inc.	229	Mar 31, 26	+2	0.00%
Larson Financial Group LLC	192	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	175	Mar 31, 26	-200	0.00%
Steward Partners Investment Advisory, LLC	163	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	102	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	100	Mar 31, 26	--	0.00%
Investors Research Corp	92	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	80	Mar 31, 26	+70	0.00%
CALDWELL SUTTER CAPITAL, INC.	75	Mar 31, 26	--	0.00%
Strengthening Families & Communities, LLC	64	Mar 31, 26	+1	0.00%
EPG Wealth Management LLC	37	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	12	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	2	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
CITIZENS FINANCIAL GROUP INC/RI	--	Mar 31, 26	-13.72K	--
Prospera Financial Services Inc	--	Mar 31, 26	-12.07K	--
MACQUARIE MANAGEMENT HOLDINGS, INC.	--	Mar 31, 26	-30.61K	--
Providence Capital Advisors, LLC	--	Mar 31, 26	-88	--
BESSEMER GROUP INC	--	Mar 31, 26	-8.51K	--
HM PAYSON & CO	--	Mar 31, 26	-500	--
Chesley Taft & Associates LLC	--	Mar 31, 26	-5.70K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-4.75K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-31.58K	--
EDMOND DE ROTHSCHILD HOLDING S.A.	--	Mar 31, 26	-6.25K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-108	--
Strategic Advocates LLC	--	Mar 31, 26	-9	--
BANK HAPOALIM BM	--	Mar 31, 26	-4.09K	--
Buckingham Strategic Partners	--	Mar 31, 26	-54.01K	--
Mowery & Schoenfeld Wealth Management, LLC	--	Mar 31, 26	-43	--
Kovack Advisors, Inc.	--	Mar 31, 26	-4.47K	--
Catalytic Wealth RIA, LLC	--	Mar 31, 26	-16.16K	--
NEW ENGLAND ASSET MANAGEMENT INC	--	Mar 31, 26	-100	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-12.93K	--
Resources Investment Advisors, LLC.	--	Mar 31, 26	-4.91K	--
Bison Wealth, LLC	--	Mar 31, 26	-5.35K	--
COMERICA BANK	24.96K	Dec 31, 25	-17.34K	0.05%
PURE PORTFOLIOS HOLDINGS LLC	3.95K	Dec 31, 25	+3.95K	0.01%
Global Retirement Partners, LLC	3.80K	Dec 31, 25	-383	0.01%
CIBC Private Wealth Group, LLC	269	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	81	Dec 31, 25	-419	0.00%
PITCAIRN CO	11.68K	Sep 30, 25	--	0.02%
L.M. KOHN & COMPANY	4.82K	Sep 30, 25	-900	0.01%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-32.58K	--
AVANTAX ADVISORY SERVICES, INC.	163.67K	Jun 30, 25	+38.00K	0.35%
PrairieView Partners, LLC	20.99K	Jun 30, 25	-1.33K	0.04%
Good Life Advisors, LLC	7.47K	Jun 30, 25	+7.47K	0.02%
Atria Wealth Solutions, Inc.	4.89K	Jun 30, 25	-200.55K	0.01%
Christopher J. Hasenberg, Inc	632	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	6.32K	Mar 31, 25	-15.09K	0.01%
Lindbrook Capital, LLC	1.09K	Mar 31, 25	--	0.00%
Southern Style Financial, Inc.	279.38K	Dec 31, 24	+279.38K	0.60%
Gray Wealth Management Inc.	--	Dec 31, 24	-4.11K	--
Raymond James Financial Services Advisors, Inc.	968.89K	Sep 30, 24	+31.31K	2.07%
RAYMOND JAMES & ASSOCIATES	93.09K	Sep 30, 24	-576	0.20%
FinTrust Capital Advisors, LLC	40.71K	Sep 30, 24	-2.01K	0.09%
9258 Wealth Management, LLC	5.77K	Sep 30, 24	-284	0.01%
Peterson Financial Group, Inc.	62	Sep 30, 24	+62	0.00%
Coombe, Bender & Co LLC	172.17K	Jun 30, 24	+21.51K	0.37%
BlackRock Inc.	3.79K	Jun 30, 24	+34	0.01%
HERITAGE WEALTH MANAGEMENT, LLC	--	Jun 30, 24	-21.10K	--
Cetera Advisor Networks LLC	157.97K	Mar 31, 24	+47.14K	0.34%
Cetera Advisors LLC	81.57K	Mar 31, 24	+81.57K	0.17%
Retirement Group, LLC	3.15K	Mar 31, 24	--	0.01%
Curi Wealth Management, LLC	246.31K	Dec 31, 23	-6.64K	0.53%
StrategIQ Financial Group, LLC	111.46K	Dec 31, 23	+12.71K	0.24%
DB Wealth Management Group, LLC	22.53K	Dec 31, 23	-930	0.05%
Day & Ennis, LLC	7.31K	Dec 31, 23	--	0.02%
TIAA, FSB	489.05K	Jun 30, 23	-246.36K	1.04%
BDO Wealth Advisors, LLC	12.32K	Jun 30, 23	-150	0.03%
EATON VANCE MANAGEMENT	59.53K	Sep 30, 22	+200	0.13%
American Portfolios Advisors	18.72K	Sep 30, 22	-3.69K	0.04%
BLUESTEIN R H & CO LLC	17.01K	Sep 30, 22	-3.60K	0.04%
ROOSEVELT INVESTMENT GROUP LLC	4.31K	Sep 30, 22	-1.12K	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	--	Sep 30, 22	-13.11K	--
DIXON HUBARD FEINOUR & BROWN INC/VA	78.33K	Jun 30, 22	-3.26K	0.17%
B. Riley Wealth Management, Inc.	34.02K	Jun 30, 22	-7.69K	0.07%
B, B, H, & B INC.	--	Mar 31, 22	-141.99K	--
MD Financial Management Inc.	216.94K	Dec 31, 21	+9.44K	0.46%
Asset Planning Services, Ltd.	140.33K	Dec 31, 21	-3.29K	0.30%
NEXT Financial Group, Inc	1.94K	Dec 31, 21	+770	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	10.76K	Sep 30, 21	+2.07K	0.02%
Ameritas Investment Company, LLC	9.18K	Sep 30, 21	+9.18K	0.02%
LEVEL FOUR FINANCIAL, LLC	6.67K	Sep 30, 21	--	0.01%
FEDERAL RESERVE BANK OF NEW YORK	96.03K	Jun 30, 21	-745.95K	0.21%
Pinnacle Wealth Advisors	10.95K	Jun 30, 21	+10.95K	0.02%
Strategic Wealth Management Group, LLC	--	Jun 30, 21	-7.46K	--
CAMDEN NATIONAL CORP	219.25K	Mar 31, 21	+219.25K	0.47%
First Allied Advisory Services, Inc.	5.58K	Sep 30, 20	-852	0.01%
Argent Wealth Management LLC	423.59K	Jun 30, 20	+33.97K	0.90%
Fiduciary Trust Co International of Pennsylvania	6.88K	Mar 31, 20	-49.26K	0.01%
Squar Milner Financial Services LLC	13	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	124.15K	Dec 31, 19	+457	0.27%
Advisor Group, Inc.	88.50K	Dec 31, 19	+6.39K	0.19%
Stokes & Hubbell Capital Management, LLC	180.57K	Mar 31, 19	+170.44K	0.39%
IFC Holdings Incorporated/FL	5.75K	Dec 31, 17	-567	0.01%
Commonwealth Equity Services, Inc	95.84K	Jun 30, 17	+53.24K	0.20%
WFG Advisors, LP	200	Jun 30, 17	--	0.00%
MSI Financial Services Inc	9.60K	Dec 31, 16	+693	0.02%
Jane Street Holding, LLC	100.96K	Dec 31, 13	+100.96K	0.22%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

2.38M

Mar 31, 26

+24.03K

5.08%

Allspring Global Investments Holdings, LLC

2.08M

Mar 31, 26

4.44%

LJI Wealth Management, LLC

1.37M

Mar 31, 26

+59.32K

2.92%

UBS Group AG

1.16M

Mar 31, 26

+30.12K

2.47%

LPL Financial LLC

1.11M

Mar 31, 26

-44.44K

2.36%

MAI Capital Management

1.08M

Mar 31, 26

+52.94K

2.31%

Pensionmark Financial Group, LLC

1.03M

Mar 31, 26

+38.04K

2.20%

Bramshill Investments, LLC

997.00K

Mar 31, 26

-813

2.13%

FARMERS & MERCHANTS INVESTMENTS INC

970.99K

Mar 31, 26

+2.67K

2.07%

AMERIPRISE FINANCIAL INC

828.13K

Mar 31, 26

+17.39K

1.77%

ROYAL BANK OF CANADA

787.81K

Mar 31, 26

+100.21K

1.68%

Crews Bank & Trust

759.58K

Mar 31, 26

+23.19K

1.62%

RAYMOND JAMES FINANCIAL INC

727.96K

Mar 31, 26

+49.47K

1.55%

BANK OF AMERICA CORP /DE/

595.89K

Mar 31, 26

+6.67K

1.27%

GFS Advisors, LLC

575.34K

Mar 31, 26

+575.34K

1.23%

VOISARD ASSET MANAGEMENT GROUP, INC.

529.98K

Mar 31, 26

-319.97K

1.13%

Wiser Wealth Management, Inc

491.39K

Mar 31, 26

+28.42K

1.05%

NewEdge Advisors, LLC

487.35K

Mar 31, 26

+9.54K

1.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

469.59K

Mar 31, 26

-18.95K

1.00%

GREENUP STREET WEALTH MANAGEMENT LLC

458.29K

Mar 31, 26

-7.92K

0.98%

Vestmark Advisory Solutions, Inc.

396.98K

Mar 31, 26

+18.47K

0.85%

CAMDEN NATIONAL BANK

379.91K

Mar 31, 26

+26.55K

0.81%

CI Private Wealth, LLC

360.57K

Mar 31, 26

-54.65K

0.77%

Allianz Asset Management GmbH

359.32K

Mar 31, 26

-1.63K

0.77%

Colonial Trust Advisors

313.17K

Mar 31, 26

+20.32K

0.67%

Cetera Investment Advisers

296.57K

Mar 31, 26

+3.37K

0.63%

Global Wealth Management Investment Advisory, Inc.

264.99K

Mar 31, 26

+6.39K

0.57%

STIFEL FINANCIAL CORP

255.74K

Mar 31, 26

+27.51K

0.55%

Waterloo Capital, L.P.

241.98K

Mar 31, 26

+34.93K

0.52%

WELLS FARGO & COMPANY/MN

234.88K

Mar 31, 26

+7.61K

0.50%

INTEGRAL INVESTMENT ADVISORS, INC.

229.39K

Mar 31, 26

+19.18K

0.49%

Financiere des Professionnels - Fonds d,investissement inc.

217.30K

Mar 31, 26

-217.10K

0.46%

ENVESTNET ASSET MANAGEMENT INC

216.15K

Mar 31, 26

+26.83K

0.46%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

200.90K

Mar 31, 26

+27.83K

0.43%

HighTower Advisors, LLC

194.45K

Mar 31, 26

-5.02K

0.42%

Colonial Trust Co / SC

192.54K

Mar 31, 26

+13.19K

0.41%

COMMONWEALTH EQUITY SERVICES, LLC

191.02K

Mar 31, 26

+36.93K

0.41%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

179.78K

Mar 31, 26

+179.78K

0.38%

PFG Advisors

164.19K

Mar 31, 26

+164.19K

0.35%

Sierra Capital LLC

160.66K

Mar 31, 26

-20.98K

0.34%

LaSalle St. Investment Advisors, LLC

159.91K

Mar 31, 26

+3.09K

0.34%

Saiph Capital, LLC

149.45K

Mar 31, 26

-6.03K

0.32%

ALTERNA WEALTH MANAGEMENT, INC

147.02K

Mar 31, 26

-2.08K

0.31%

JPMORGAN CHASE & CO

143.56K

Mar 31, 26

+4.50K

0.31%

Summit Financial, LLC

135.40K

Mar 31, 26

-3.11K

0.29%

Ifrah Financial Services, Inc.

133.12K

Mar 31, 26

-33.38K

0.28%

SCOTIA CAPITAL INC.

130.37K

Mar 31, 26

-5.66K

0.28%

Federation des caisses Desjardins du Quebec

129.38K

Mar 31, 26

-455

0.28%

NDWM LLC

128.72K

Mar 31, 26

+92.82K

0.27%

Financial Engines Advisors L.L.C.

123.77K

Mar 31, 26

-11.47K

0.26%

MML INVESTORS SERVICES, LLC

122.15K

Mar 31, 26

-27.06K

0.26%

Private Advisor Group, LLC

119.58K

Mar 31, 26

+6.92K

0.26%

BlackRock, Inc.

113.35K

Mar 31, 26

+110.02K

0.24%

LOOMIS SAYLES & CO L P

112.76K

Mar 31, 26

-59.24K

0.24%

ASSETMARK, INC

108.92K

Mar 31, 26

+95.05K

0.23%

PRINCIPAL SECURITIES, INC.

107.51K

Mar 31, 26

+1.34K

0.23%

Waverly Advisors, LLC

106.70K

Mar 31, 26

+3.33K

0.23%

Lido Advisors, LLC

103.89K

Mar 31, 26

+760

0.22%

Sanctuary Advisors, LLC

103.79K

Mar 31, 26

+16.51K

0.22%

River Wealth Advisors LLC

103.13K

Mar 31, 26

-4.96K

0.22%

Harel Insurance Investments & Financial Services Ltd.

102.65K

Mar 31, 26

+2.77K

0.22%

JT Stratford LLC

101.18K

Mar 31, 26

+869

0.22%

Quantinno Capital Management LP

100.83K

Mar 31, 26

+6.32K

0.22%

Kathmere Capital Management, LLC

100.30K

Mar 31, 26

+6.39K

0.21%

DecisionPoint Financial, LLC

96.21K

Mar 31, 26

+2.66K

0.21%

Rosenberg Matthew Hamilton

88.87K

Mar 31, 26

-1.00K

0.19%

TIAA TRUST, NATIONAL ASSOCIATION

84.05K

Mar 31, 26

-196.22K

0.18%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

81.03K

Mar 31, 26

0.17%

Trail Ridge Investment Advisors, LLC

79.99K

Mar 31, 26

-407

0.17%

Belpointe Asset Management LLC

77.10K

Mar 31, 26

+12.72K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

71.39K

Mar 31, 26

-15.19K

0.15%

ADVISOR GROUP HOLDINGS, INC.

69.47K

Mar 31, 26

-17.52K

0.15%

JANE STREET GROUP, LLC

68.66K

Mar 31, 26

+61.12K

0.15%

JGP Wealth Management, LLC

60.69K

Mar 31, 26

+4.62K

0.13%

Rockbridge Investment Management, LCC

60.36K

Mar 31, 26

-516

0.13%

Turn8 Private Wealth Inc.

60.14K

Mar 31, 26

+13.19K

0.13%

IFP Advisors, Inc

59.65K

Mar 31, 26

+4.55K

0.13%

TD Waterhouse Canada Inc.

58.40K

Mar 31, 26

+3.96K

0.12%

GOLDMAN SACHS GROUP INC

57.03K

Mar 31, 26

-4.80K

0.12%

JONES FINANCIAL COMPANIES LLLP

56.78K

Mar 31, 26

-2.83K

0.12%

Sugar Maple Asset Management, LLC

56.46K

Mar 31, 26

-12.13K

0.12%

Fonville Wealth Management LLC

55.53K

Mar 31, 26

-2.77K

0.12%

Obsido Oy

54.86K

Mar 31, 26

-789

0.12%

Cambridge Investment Research Advisors, Inc.

54.68K

Mar 31, 26

+7.77K

0.12%

CITADEL ADVISORS LLC

52.93K

Mar 31, 26

+52.93K

0.11%

Life Planning Partners, Inc

49.85K

Mar 31, 26

+2.55K

0.11%

Mariner, LLC

45.43K

Mar 31, 26

-3.68K

0.10%

Argent Advisors, Inc.

41.91K

Mar 31, 26

-84

0.09%

BANK OF MONTREAL /CAN/

40.90K

Mar 31, 26

+428

0.09%

VISTA INVESTMENT MANAGEMENT

40.72K

Mar 31, 26

-2.25K

0.09%

Charter Oak Capital Management, LLC

39.85K

Mar 31, 26

-18.03K

0.09%

Bank Julius Baer & Co. Ltd, Zurich

38.71K

Mar 31, 26

+6.65K

0.08%

Laurel Wealth Advisors LLC

38.58K

Mar 31, 26

-1.58K

0.08%

StoneX Group Inc.

37.68K

Mar 31, 26

+12.37K

0.08%

Biondo Investment Advisors, LLC

34.89K

Mar 31, 26

+2.43K

0.07%

Cosner Financial Group, LLC

32.56K

Mar 31, 26

0.07%

RMB Capital Management, LLC

32.46K

Mar 31, 26

-122

0.07%

IPG Investment Advisors LLC

32.26K

Mar 31, 26

+11.71K

0.07%

OFC FINANCIAL PLANNING, LLC

31.59K

Mar 31, 26

-84

0.07%

Janney Montgomery Scott LLC

31.18K

Mar 31, 26

+6.29K

0.07%

Sigma Planning Corp

30.31K

Mar 31, 26

+893

0.06%

Equitable Holdings, Inc.

29.45K

Mar 31, 26

+5.26K

0.06%

Stratos Wealth Partners, LTD.

29.20K

Mar 31, 26

-2.27K

0.06%

London & Capital Asset Management Ltd

26.90K

Mar 31, 26

0.06%

American Money Management, LLC

26.37K

Mar 31, 26

-6

0.06%

Baird Financial Group, Inc.

25.97K

Mar 31, 26

-1.48K

0.06%

CARY STREET PARTNERS FINANCIAL LLC

25.81K

Mar 31, 26

-1.06K

0.06%

FIFTH THIRD BANCORP

24.94K

Mar 31, 26

+24.94K

0.05%

Garden State Investment Advisory Services LLC

24.13K

Mar 31, 26

-57

0.05%

Savant Capital, LLC

23.91K

Mar 31, 26

-1.90K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

23.52K

Mar 31, 26

-303

0.05%

Integrated Wealth Concepts LLC

23.10K

Mar 31, 26

+1.24K

0.05%

Wescott Financial Advisory Group, LLC

22.65K

Mar 31, 26

+132

0.05%

Private Wealth Group, LLC

22.39K

Mar 31, 26

0.05%

Arkadios Wealth Advisors

22.24K

Mar 31, 26

+3.67K

0.05%

CLUNE & ASSOCIATES, LTD.

21.09K

Mar 31, 26

-3.29K

0.05%

Private Wealth Management Group, LLC

20.96K

Mar 31, 26

+1.36K

0.04%

City Center Advisors, LLC

20.78K

Mar 31, 26

-4.45K

0.04%

Mutual Advisors, LLC

20.51K

Mar 31, 26

-747

0.04%

Elevation Capital Advisory, LLC

20.17K

Mar 31, 26

+20.17K

0.04%

Sentinus, LLC

19.75K

Mar 31, 26

-160

0.04%

FC Advisory LLC

19.48K

Mar 31, 26

-401

0.04%

Rehmann Capital Advisory Group

18.52K

Mar 31, 26

-2.31K

0.04%

Fortis Capital Management LLC

17.21K

Mar 31, 26

-594

0.04%

Advisors Capital Management, LLC

17.01K

Mar 31, 26

+5.76K

0.04%

MMBG INVESTMENT ADVISORS CO.

16.96K

Mar 31, 26

0.04%

SEEDS INVESTOR LLC

16.60K

Mar 31, 26

+16.60K

0.04%

Stokes Family Office, LLC

16.56K

Mar 31, 26

0.04%

GeoWealth Management, LLC

16.11K

Mar 31, 26

-46

0.03%

Vise Technologies, Inc.

14.86K

Mar 31, 26

0.03%

Summa Corp.

14.80K

Mar 31, 26

0.03%

INSIGNEO ADVISORY SERVICES, LLC

14.40K

Mar 31, 26

-2

0.03%

4J Wealth Management LLC

13.67K

Mar 31, 26

0.03%

CIBC WORLD MARKET INC.

13.42K

Mar 31, 26

+88

0.03%

Advisory Alpha, LLC

13.04K

Mar 31, 26

0.03%

BARINGS LLC

13.01K

Mar 31, 26

-5.26K

0.03%

Probity Advisors, Inc.

12.64K

Mar 31, 26

-18

0.03%

Atomi Financial Group, Inc.

12.37K

Mar 31, 26

0.03%

KELLY FINANCIAL GROUP LLC

11.81K

Mar 31, 26

-406

0.03%

Montis Financial, LLC

11.68K

Mar 31, 26

-4.62K

0.02%

Cedar Point Capital Partners, LLC

11.58K

Mar 31, 26

+762

0.02%

Rialto Wealth Management, LLC

11.48K

Mar 31, 26

-76

0.02%

Parallel Advisors, LLC

11.38K

Mar 31, 26

+1.43K

0.02%

Wolff Financial Management LLC

11.12K

Mar 31, 26

-139

0.02%

BUCKHEAD CAPITAL MANAGEMENT LLC

10.82K

Mar 31, 26

+1.22K

0.02%

Investment Advisory Group, LLC

10.68K

Mar 31, 26

+700

0.02%

Central Pacific Bank - Trust Division

10.49K

Mar 31, 26

-13.45K

0.02%

Alpha Financial Partners, LLC

9.82K

Mar 31, 26

-81

0.02%

PETTYJOHN, WOOD & WHITE, INC

8.79K

Mar 31, 26

+300

0.02%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

8.75K

Mar 31, 26

-180

0.02%

Concurrent Investment Advisors, LLC

8.25K

Mar 31, 26

+2.36K

0.02%

Valmark Advisers, Inc.

8.03K

Mar 31, 26

+1.36K

0.02%

Rockefeller Capital Management L.P.

7.79K

Mar 31, 26

+1.23K

0.02%

PRIVATE TRUST CO NA

7.61K

Mar 31, 26

-454

0.02%

Apollon Wealth Management, LLC

7.11K

Mar 31, 26

-715

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

6.98K

Mar 31, 26

0.01%

Allworth Financial LP

6.91K

Mar 31, 26

+727

0.01%

MidAtlantic Capital Management, Inc.

6.91K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

6.85K

Mar 31, 26

+645

0.01%

Spire Wealth Management

6.82K

Mar 31, 26

-325

0.01%

Adalta Capital Management LLC

6.60K

Mar 31, 26

-1.20K

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

6.55K

Mar 31, 26

0.01%

One Wealth Advisors, LLC

6.55K

Mar 31, 26

-268

0.01%

Hoxton Planning & Management, LLC

6.50K

Mar 31, 26

-412

0.01%

Disciplined Investments, LLC

6.40K

Mar 31, 26

-236

0.01%

Advisory Services Network, LLC

6.19K

Mar 31, 26

+503

0.01%

TRUIST FINANCIAL CORP

6.17K

Mar 31, 26

+222

0.01%

HSBC HOLDINGS PLC

6.13K

Mar 31, 26

-509

0.01%

Kestra Advisory Services, LLC

6.08K

Mar 31, 26

+617

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.93K

Mar 31, 26

+330

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.49K

Mar 31, 26

-6.94K

0.01%

Atria Investments, Inc

5.07K

Mar 31, 26

-27.20K

0.01%

Boreal Capital Management LLC

5.06K

Mar 31, 26

0.01%

SEMITAM BONAM LLC

4.94K

Mar 31, 26

0.01%

MEITAV INVESTMENT HOUSE LTD

4.78K

Mar 31, 26

0.01%

Secure Asset Management, LLC

4.66K

Mar 31, 26

+18

0.01%

HRT FINANCIAL LP

4.55K

Mar 31, 26

+4.55K

0.01%

Weaver Consulting Group

4.54K

Mar 31, 26

-300

0.01%

Colony Group, LLC

4.49K

Mar 31, 26

0.01%

NOVEM GROUP

4.40K

Mar 31, 26

0.01%

AdvisorNet Financial, Inc

4.39K

Mar 31, 26

-98

0.01%

Alhambra Investment Partners LLC

4.38K

Mar 31, 26

0.01%

HEADINVEST, LLC

4.37K

Mar 31, 26

0.01%

LexAurum Advisors, LLC

4.36K

Mar 31, 26

+4.36K

0.01%

MGO ONE SEVEN LLC

4.29K

Mar 31, 26

+4.29K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

4.20K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

4.16K

Mar 31, 26

+4.16K

0.01%

CreativeOne Wealth, LLC

4.15K

Mar 31, 26

+4.15K

0.01%

LVZ, Inc.

4.10K

Mar 31, 26

-51

0.01%

WESPAC Advisors SoCal, LLC

3.97K

Mar 31, 26

-3.15K

0.01%

Snowden Capital Advisors LLC

3.96K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

3.66K

Mar 31, 26

+683

0.01%

Tower Research Capital LLC (TRC)

3.60K

Mar 31, 26

+3.44K

0.01%

FRANKLIN RESOURCES INC

3.35K

Mar 31, 26

-200

0.01%

PITTENGER & ANDERSON INC

3.17K

Mar 31, 26

+1.07K

0.01%

Archer Investment Corp

2.91K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

2.80K

Mar 31, 26

+2.80K

0.01%

Sunbelt Securities, Inc.

2.67K

Mar 31, 26

0.01%

NATIONAL BANK OF CANADA /FI/

2.16K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.07K

Mar 31, 26

0.00%

LRI Investments, LLC

1.96K

Mar 31, 26

0.00%

CITIGROUP INC

1.94K

Mar 31, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

1.47K

Mar 31, 26

-147

0.00%

Western Wealth Management, LLC

1.36K

Mar 31, 26

+1.36K

0.00%

Triumph Capital Management

1.35K

Mar 31, 26

-1.08K

0.00%

Atlantic Edge Private Wealth Management, LLC

1.30K

Mar 31, 26

0.00%

NBT BANK N A /NY

1.15K

Mar 31, 26

+1.09K

0.00%

MRP Capital Investments, LLC

885

Mar 31, 26

0.00%

AE Wealth Management LLC

846

Mar 31, 26

-658

0.00%

FMR LLC

813

Mar 31, 26

-174

0.00%

CVA Family Office, LLC

607

Mar 31, 26

+567

0.00%

Smartleaf Asset Management LLC

580

Mar 31, 26

+580

0.00%

Farther Finance Advisors, LLC

473

Mar 31, 26

+388

0.00%

Hanson & Doremus Investment Management

418

Mar 31, 26

0.00%

NBC SECURITIES, INC.

394

Mar 31, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

354

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

348

Mar 31, 26

-525

0.00%

Lodestone Wealth Management LLC

345

Mar 31, 26

0.00%

Sound Income Strategies, LLC

296

Mar 31, 26

0.00%

MTM Investment Management, LLC

279

Mar 31, 26

+279

0.00%

Harbor Asset Planning, Inc.

229

Mar 31, 26

0.00%

Larson Financial Group LLC

192

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

175

Mar 31, 26

-200

0.00%

Steward Partners Investment Advisory, LLC

163

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

102

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

100

Mar 31, 26

0.00%

Investors Research Corp

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+70

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

Strengthening Families & Communities, LLC

Mar 31, 26

0.00%

EPG Wealth Management LLC

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

CITIZENS FINANCIAL GROUP INC/RI

Mar 31, 26

-13.72K

Prospera Financial Services Inc

Mar 31, 26

-12.07K

MACQUARIE MANAGEMENT HOLDINGS, INC.

Mar 31, 26

-30.61K

Providence Capital Advisors, LLC

Mar 31, 26

-88

BESSEMER GROUP INC

Mar 31, 26

-8.51K

HM PAYSON & CO

Mar 31, 26

-500

Chesley Taft & Associates LLC

Mar 31, 26

-5.70K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-4.75K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-31.58K

EDMOND DE ROTHSCHILD HOLDING S.A.

Mar 31, 26

-6.25K

Camelot Portfolios, LLC

Mar 31, 26

-108

Strategic Advocates LLC

Mar 31, 26

-9

BANK HAPOALIM BM

Mar 31, 26

-4.09K

Buckingham Strategic Partners

Mar 31, 26

-54.01K

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

-43

Kovack Advisors, Inc.

Mar 31, 26

-4.47K

Catalytic Wealth RIA, LLC

Mar 31, 26

-16.16K

NEW ENGLAND ASSET MANAGEMENT INC

Mar 31, 26

-100

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-12.93K

Resources Investment Advisors, LLC.

Mar 31, 26

-4.91K

Bison Wealth, LLC

Mar 31, 26

-5.35K

COMERICA BANK

24.96K

Dec 31, 25

-17.34K

0.05%

PURE PORTFOLIOS HOLDINGS LLC

3.95K

Dec 31, 25

+3.95K

0.01%

Global Retirement Partners, LLC

3.80K

Dec 31, 25

-383

0.01%

CIBC Private Wealth Group, LLC

269

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-419

0.00%

PITCAIRN CO

11.68K

Sep 30, 25

0.02%

L.M. KOHN & COMPANY

4.82K

Sep 30, 25

-900

0.01%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-32.58K

AVANTAX ADVISORY SERVICES, INC.

163.67K

Jun 30, 25

+38.00K

0.35%

PrairieView Partners, LLC

20.99K

Jun 30, 25

-1.33K

0.04%

Good Life Advisors, LLC

7.47K

Jun 30, 25

+7.47K

0.02%

Atria Wealth Solutions, Inc.

4.89K

Jun 30, 25

-200.55K

0.01%

Christopher J. Hasenberg, Inc

632

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

6.32K

Mar 31, 25

-15.09K

0.01%

Lindbrook Capital, LLC

1.09K

Mar 31, 25

0.00%

Southern Style Financial, Inc.

279.38K

Dec 31, 24

+279.38K

0.60%

Gray Wealth Management Inc.

Dec 31, 24

-4.11K

Raymond James Financial Services Advisors, Inc.

968.89K

Sep 30, 24

+31.31K

2.07%

RAYMOND JAMES & ASSOCIATES

93.09K

Sep 30, 24

-576

0.20%

FinTrust Capital Advisors, LLC

40.71K

Sep 30, 24

-2.01K

0.09%

9258 Wealth Management, LLC

5.77K

Sep 30, 24

-284

0.01%

Peterson Financial Group, Inc.

Sep 30, 24

+62

0.00%

Coombe, Bender & Co LLC

172.17K

Jun 30, 24

+21.51K

0.37%

BlackRock Inc.

3.79K

Jun 30, 24

+34

0.01%

HERITAGE WEALTH MANAGEMENT, LLC

Jun 30, 24

-21.10K

Cetera Advisor Networks LLC

157.97K

Mar 31, 24

+47.14K

0.34%

Cetera Advisors LLC

81.57K

Mar 31, 24

+81.57K

0.17%

Retirement Group, LLC

3.15K

Mar 31, 24

0.01%

Curi Wealth Management, LLC

246.31K

Dec 31, 23

-6.64K

0.53%

StrategIQ Financial Group, LLC

111.46K

Dec 31, 23

+12.71K

0.24%

DB Wealth Management Group, LLC

22.53K

Dec 31, 23

-930

0.05%

Day & Ennis, LLC

7.31K

Dec 31, 23

0.02%

TIAA, FSB

489.05K

Jun 30, 23

-246.36K

1.04%

BDO Wealth Advisors, LLC

12.32K

Jun 30, 23

-150

0.03%

EATON VANCE MANAGEMENT

59.53K

Sep 30, 22

+200

0.13%

American Portfolios Advisors

18.72K

Sep 30, 22

-3.69K

0.04%

BLUESTEIN R H & CO LLC

17.01K

Sep 30, 22

-3.60K

0.04%

ROOSEVELT INVESTMENT GROUP LLC

4.31K

Sep 30, 22

-1.12K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Sep 30, 22

-13.11K

DIXON HUBARD FEINOUR & BROWN INC/VA

78.33K

Jun 30, 22

-3.26K

0.17%

B. Riley Wealth Management, Inc.

34.02K

Jun 30, 22

-7.69K

0.07%

B, B, H, & B INC.

Mar 31, 22

-141.99K

MD Financial Management Inc.

216.94K

Dec 31, 21

+9.44K

0.46%

Asset Planning Services, Ltd.

140.33K

Dec 31, 21

-3.29K

0.30%

NEXT Financial Group, Inc

1.94K

Dec 31, 21

+770

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

10.76K

Sep 30, 21

+2.07K

0.02%

Ameritas Investment Company, LLC

9.18K

Sep 30, 21

+9.18K

0.02%

LEVEL FOUR FINANCIAL, LLC

6.67K

Sep 30, 21

0.01%

FEDERAL RESERVE BANK OF NEW YORK

96.03K

Jun 30, 21

-745.95K

0.21%

Pinnacle Wealth Advisors

10.95K

Jun 30, 21

+10.95K

0.02%

Strategic Wealth Management Group, LLC

Jun 30, 21

-7.46K

CAMDEN NATIONAL CORP

219.25K

Mar 31, 21

+219.25K

0.47%

First Allied Advisory Services, Inc.

5.58K

Sep 30, 20

-852

0.01%

Argent Wealth Management LLC

423.59K

Jun 30, 20

+33.97K

0.90%

Fiduciary Trust Co International of Pennsylvania

6.88K

Mar 31, 20

-49.26K

0.01%

Squar Milner Financial Services LLC

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

124.15K

Dec 31, 19

+457

0.27%

Advisor Group, Inc.

88.50K

Dec 31, 19

+6.39K

0.19%

Stokes & Hubbell Capital Management, LLC

180.57K

Mar 31, 19

+170.44K

0.39%

IFC Holdings Incorporated/FL

5.75K

Dec 31, 17

-567

0.01%

Commonwealth Equity Services, Inc

95.84K

Jun 30, 17

+53.24K

0.20%

WFG Advisors, LP

200

Jun 30, 17

0.00%

MSI Financial Services Inc

9.60K

Dec 31, 16

+693

0.02%

Jane Street Holding, LLC

100.96K

Dec 31, 13

+100.96K

0.22%