VanEck Short Muni ETF(SMB)

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SMB(SMB)

SMB

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Institutional Ownership

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
INDEPENDENT FINANCIAL GROUP, LLC	185.43K	Jun 30, 26	+140.96K	1.02%
IMPACTfolio, LLC	174.53K	Jun 30, 26	+1.60K	0.96%
Janney Montgomery Scott LLC	146.27K	Jun 30, 26	+432	0.80%
Gradient Investments LLC	135.16K	Jun 30, 26	+104	0.74%
Valeo Financial Advisors, LLC	134.01K	Jun 30, 26	-2.67K	0.74%
Private Advisor Group, LLC	90.27K	Jun 30, 26	+5.77K	0.50%
Westside Investment Management, Inc.	74.36K	Jun 30, 26	+514	0.41%
Ascent Group, LLC	65.35K	Jun 30, 26	+22.36K	0.36%
ENVESTNET ASSET MANAGEMENT INC	64.43K	Jun 30, 26	-1.97K	0.35%
BARTLETT & CO. WEALTH MANAGEMENT LLC	50.68K	Jun 30, 26	-4.18K	0.28%
FAS Wealth Partners, Inc.	48.43K	Jun 30, 26	+1.05K	0.27%
FIFTH THIRD BANCORP	44.81K	Jun 30, 26	-1.58K	0.25%
FORONJY FINANCIAL LLC	43.13K	Jun 30, 26	+43.13K	0.24%
HighTower Advisors, LLC	40.10K	Jun 30, 26	+24.03K	0.22%
J.W. COLE ADVISORS, INC.	38.48K	Jun 30, 26	+2.14K	0.21%
Merit Financial Group, LLC	37.04K	Jun 30, 26	+212	0.20%
Miracle Mile Advisors, LLC	36.55K	Jun 30, 26	-2.00K	0.20%
PRIVATE TRUST CO NA	32.06K	Jun 30, 26	--	0.18%
ORBA Wealth Advisors, L.L.C.	30.02K	Jun 30, 26	+1.27K	0.16%
Diversified Portfolios, Inc.	22.43K	Jun 30, 26	-3.05K	0.12%
Envestnet Portfolio Solutions, Inc.	21.59K	Jun 30, 26	-4.89K	0.12%
AXXCESS WEALTH MANAGEMENT, LLC	21.40K	Jun 30, 26	+21.40K	0.12%
Kestra Advisory Services, LLC	20.98K	Jun 30, 26	+20.98K	0.12%
JUNCTURE WEALTH STRATEGIES, LLC	20.46K	Jun 30, 26	--	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	19.98K	Jun 30, 26	-2.03K	0.11%
Global Retirement Partners, LLC	19.30K	Jun 30, 26	+19.30K	0.11%
PRIVATE CLIENT SERVICES, LLC	14.13K	Jun 30, 26	--	0.08%
RFG Advisory, LLC	14.11K	Jun 30, 26	+14.11K	0.08%
Concurrent Investment Advisors, LLC	12.38K	Jun 30, 26	+329	0.07%
PFG Investments, LLC	12.19K	Jun 30, 26	-268	0.07%
VICUS CAPITAL	11.91K	Jun 30, 26	+22	0.07%
Trilogy Capital Inc.	11.60K	Jun 30, 26	--	0.06%
H&H Retirement Design & Management INC	11.59K	Jun 30, 26	+11.59K	0.06%
Detalus Advisors, LLC	11.41K	Jun 30, 26	-2.83K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.33K	Jun 30, 26	-2.68K	0.06%
Berger Financial Group, Inc	11.05K	Jun 30, 26	--	0.06%
EVERMAY WEALTH MANAGEMENT LLC	9.47K	Jun 30, 26	--	0.05%
IFP Advisors, Inc	7.00K	Jun 30, 26	--	0.04%
AE Wealth Management LLC	5.97K	Jun 30, 26	+2.78K	0.03%
Farther Finance Advisors, LLC	3.43K	Jun 30, 26	-1.29K	0.02%
EverSource Wealth Advisors, LLC	2.77K	Jun 30, 26	+219	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.45K	Jun 30, 26	+2.45K	0.01%
Versant Capital Management, Inc	2.41K	Jun 30, 26	--	0.01%
Ritter Daniher Financial Advisory LLC / DE	650	Jun 30, 26	+2	0.00%
MASSMUTUAL TRUST CO FSB/ADV	323	Jun 30, 26	--	0.00%
Rossby Financial, LCC	46	Jun 30, 26	--	0.00%
WPG Advisers, LLC	25	Jun 30, 26	-13	0.00%
CoreCap Advisors, LLC	2	Jun 30, 26	--	0.00%
HALLMARK CAPITAL MANAGEMENT INC	--	Jun 30, 26	-2.41K	--
Clean Yield Group	--	Jun 30, 26	-2.22K	--
TRUIST FINANCIAL CORP	--	Jun 30, 26	-15.55K	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-252	--
KAVAR CAPITAL PARTNERS GROUP, LLC	--	Jun 30, 26	-12.50K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-13.84K	--
Allworth Financial LP	2.38M	Mar 31, 26	+209.09K	13.03%
BANK OF AMERICA CORP /DE/	1.61M	Mar 31, 26	-467.50K	8.83%
RAYMOND JAMES FINANCIAL INC	1.04M	Mar 31, 26	+102.18K	5.72%
MORGAN STANLEY	833.42K	Mar 31, 26	+111.36K	4.57%
JPMORGAN CHASE & CO	634.85K	Mar 31, 26	+86.23K	3.48%
WELLS FARGO & COMPANY/MN	569.65K	Mar 31, 26	+15.70K	3.12%
LPL Financial LLC	556.68K	Mar 31, 26	-78.64K	3.05%
AMERIPRISE FINANCIAL INC	434.43K	Mar 31, 26	+16.86K	2.38%
STIFEL FINANCIAL CORP	371.43K	Mar 31, 26	+24.60K	2.04%
UBS Group AG	332.01K	Mar 31, 26	+39.85K	1.82%
Savant Capital, LLC	318.74K	Mar 31, 26	-5.54K	1.75%
SEI INVESTMENTS CO	294.61K	Mar 31, 26	-6.74K	1.62%
Cerity Partners LLC	232.91K	Mar 31, 26	-5.19K	1.28%
CONDOR CAPITAL MANAGEMENT	227.87K	Mar 31, 26	+5.96K	1.25%
NICOLET BANKSHARES INC	208.00K	Mar 31, 26	+208.00K	1.14%
Willis Johnson & Associates, Inc.	206.65K	Mar 31, 26	-4.19K	1.13%
Sanctuary Advisors, LLC	103.93K	Mar 31, 26	-13	0.57%
Prosperity Consulting Group, LLC	103.16K	Mar 31, 26	-13.44K	0.57%
MML INVESTORS SERVICES, LLC	88.48K	Mar 31, 26	-35.39K	0.49%
JONES FINANCIAL COMPANIES LLLP	78.52K	Mar 31, 26	+24.17K	0.43%
Cetera Investment Advisers	51.92K	Mar 31, 26	+1.13K	0.28%
Ameritas Investment Partners, Inc.	46.81K	Mar 31, 26	+3.20K	0.26%
Integrated Wealth Concepts LLC	44.08K	Mar 31, 26	+26.04K	0.24%
Beacon Pointe Advisors, LLC	41.34K	Mar 31, 26	-4.32K	0.23%
NewEdge Advisors, LLC	38.24K	Mar 31, 26	+38.24K	0.21%
ADVISOR GROUP HOLDINGS, INC.	36.66K	Mar 31, 26	-126.38K	0.20%
Arkadios Wealth Advisors	35.57K	Mar 31, 26	+643	0.20%
FLOW TRADERS U.S. LLC	29.38K	Mar 31, 26	+29.38K	0.16%
Mariner, LLC	29.37K	Mar 31, 26	+29.37K	0.16%
JANE STREET GROUP, LLC	23.51K	Mar 31, 26	-19.93K	0.13%
LIBERTY SQUARE WEALTH PARTNERS LLC	21.76K	Mar 31, 26	-193	0.12%
Tower Research Capital LLC (TRC)	21.07K	Mar 31, 26	+21.07K	0.12%
Capital Asset Advisory Services LLC	19.40K	Mar 31, 26	--	0.11%
One Capital Management, LLC	18.46K	Mar 31, 26	-807	0.10%
THRIVENT FINANCIAL FOR LUTHERANS	17.00K	Mar 31, 26	+6.18K	0.09%
WealthShield Partners, LLC	15.81K	Mar 31, 26	--	0.09%
BOSTON FAMILY OFFICE LLC	13.90K	Mar 31, 26	--	0.08%
ROYAL BANK OF CANADA	13.43K	Mar 31, 26	-649	0.07%
M Holdings Securities, Inc.	11.85K	Mar 31, 26	-11.12K	0.07%
CWM, LLC	10.58K	Mar 31, 26	+27	0.06%
Rockefeller Capital Management L.P.	10.47K	Mar 31, 26	+4	0.06%
LaSalle St. Investment Advisors, LLC	10.32K	Mar 31, 26	+10.32K	0.06%
UBS ASSET MANAGEMENT AMERICAS INC	7.41K	Mar 31, 26	-1.18K	0.04%
Cherry Tree Wealth Management, LLC	7.16K	Mar 31, 26	-1.45K	0.04%
FMR LLC	6.89K	Mar 31, 26	+254	0.04%
Ancora Advisors, LLC	2.88K	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	2.00K	Mar 31, 26	-3.16K	0.01%
Anchor Investment Management, LLC	2.00K	Mar 31, 26	--	0.01%
US BANCORP \DE\	686	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	609	Mar 31, 26	+609	0.00%
Newbridge Financial Services Group, Inc.	333	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	253	Mar 31, 26	--	0.00%
WPG Advisers, LLC	38	Mar 31, 26	--	0.00%
MAI Capital Management	5	Mar 31, 26	--	0.00%
Karpus Management, Inc.	--	Mar 31, 26	-3.50K	--
MY Wealth Management Inc.	--	Mar 31, 26	-212.01K	--
MidWestOne Financial Group, Inc.	206.86K	Dec 31, 25	-7.36K	1.13%
Janney Capital Management LLC	144.16K	Dec 31, 25	+273	0.79%
COMERICA BANK	44.35K	Dec 31, 25	+7.80K	0.24%
Guerra Advisors Inc	2.63K	Sep 30, 25	+2.63K	0.01%
DOHJ, LLC	389.77K	Jun 30, 25	+25.46K	2.14%
PrairieView Partners, LLC	329.14K	Jun 30, 25	+36.09K	1.81%
RAYMOND JAMES & ASSOCIATES	32.53K	Sep 30, 24	-1.47K	0.18%
Raymond James Financial Services Advisors, Inc.	23.44K	Sep 30, 24	--	0.13%
RAYMOND JAMES TRUST N.A.	12.48K	Sep 30, 24	-3.63K	0.07%
Cetera Advisor Networks LLC	21.11K	Mar 31, 24	-182	0.12%
EisnerAmper Wealth Management Corporate Benefits, LLC	246.34K	Dec 31, 23	-18.69K	1.35%
Bartlett & Co. LLC	83.91K	Dec 31, 23	+5.50K	0.46%
TITLEIST ASSET MANAGEMENT, LTD.	15.00K	Dec 31, 22	--	0.08%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	27.26K	Sep 30, 22	--	0.15%
B. Riley Wealth Management, Inc.	19.11K	Jun 30, 22	+19.11K	0.10%
HANCOCK WHITNEY INVESTMENT SERVICES INC.	15.08K	Jun 30, 22	+46	0.08%
Dixon Hughes Goodman Wealth Advisors LLC	13.13K	Mar 31, 22	+1.71K	0.07%
Paradigm Financial Advisors, LLC	13.59K	Dec 31, 21	--	0.07%
Johanson Financial Advisors, Inc.	11.77K	Dec 31, 21	+11.77K	0.06%
Cardan Capital Partners, LLC	52.76K	Sep 30, 21	+599	0.29%
Winslow, Evans & Crocker, Inc.	1.40K	Dec 31, 20	--	0.01%
Reby Advisors, LLC	459	Dec 31, 20	+459	0.00%
Kavar Capital Partners, LLC	12.50K	Sep 30, 20	+12.50K	0.07%
Advisor Group, Inc.	63.55K	Dec 31, 19	-666	0.35%
LADENBURG THALMANN FINANCIAL SERVICES INC.	28.57K	Dec 31, 19	+5.11K	0.16%
AT Bancorp	109.26K	Mar 31, 19	-11.47K	0.60%
Ceros Financial Services Inc.	28.08K	Mar 31, 19	+28.08K	0.15%
WealthShield, LLC	16.17K	Dec 31, 17	+16.17K	0.09%
Commonwealth Equity Services, Inc	69.82K	Jun 30, 17	-14.17K	0.38%
Virtu KCG Holdings LLC	46.61K	Jun 30, 17	+46.61K	0.26%
Geneva Advisors, LLC	11.38K	Jun 30, 17	+11.38K	0.06%
TIAA CREF TRUST CO FSB/MO	15.00K	Mar 31, 17	--	0.08%
MSI Financial Services Inc	49.59K	Dec 31, 16	-5.32K	0.27%
Braver Wealth Management, LLC	14.39K	Dec 31, 16	--	0.08%
Tradewinds Global Investors, LLC	--	Sep 30, 16	-18.21K	--
Investors Capital Advisory Services	10.01K	Jun 30, 16	+10.01K	0.05%

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Holder

Date

Change

% Held

INDEPENDENT FINANCIAL GROUP, LLC

185.43K

Jun 30, 26

+140.96K

1.02%

IMPACTfolio, LLC

174.53K

Jun 30, 26

+1.60K

0.96%

Janney Montgomery Scott LLC

146.27K

Jun 30, 26

+432

0.80%

Gradient Investments LLC

135.16K

Jun 30, 26

+104

0.74%

Valeo Financial Advisors, LLC

134.01K

Jun 30, 26

-2.67K

0.74%

Private Advisor Group, LLC

90.27K

Jun 30, 26

+5.77K

0.50%

Westside Investment Management, Inc.

74.36K

Jun 30, 26

+514

0.41%

Ascent Group, LLC

65.35K

Jun 30, 26

+22.36K

0.36%

ENVESTNET ASSET MANAGEMENT INC

64.43K

Jun 30, 26

-1.97K

0.35%

BARTLETT & CO. WEALTH MANAGEMENT LLC

50.68K

Jun 30, 26

-4.18K

0.28%

FAS Wealth Partners, Inc.

48.43K

Jun 30, 26

+1.05K

0.27%

FIFTH THIRD BANCORP

44.81K

Jun 30, 26

-1.58K

0.25%

FORONJY FINANCIAL LLC

43.13K

Jun 30, 26

+43.13K

0.24%

HighTower Advisors, LLC

40.10K

Jun 30, 26

+24.03K

0.22%

J.W. COLE ADVISORS, INC.

38.48K

Jun 30, 26

+2.14K

0.21%

Merit Financial Group, LLC

37.04K

Jun 30, 26

+212

0.20%

Miracle Mile Advisors, LLC

36.55K

Jun 30, 26

-2.00K

0.20%

PRIVATE TRUST CO NA

32.06K

Jun 30, 26

0.18%

ORBA Wealth Advisors, L.L.C.

30.02K

Jun 30, 26

+1.27K

0.16%

Diversified Portfolios, Inc.

22.43K

Jun 30, 26

-3.05K

0.12%

Envestnet Portfolio Solutions, Inc.

21.59K

Jun 30, 26

-4.89K

0.12%

AXXCESS WEALTH MANAGEMENT, LLC

21.40K

Jun 30, 26

+21.40K

0.12%

Kestra Advisory Services, LLC

20.98K

Jun 30, 26

+20.98K

0.12%

JUNCTURE WEALTH STRATEGIES, LLC

20.46K

Jun 30, 26

0.11%

COMMONWEALTH EQUITY SERVICES, LLC

19.98K

Jun 30, 26

-2.03K

0.11%

Global Retirement Partners, LLC

19.30K

Jun 30, 26

+19.30K

0.11%

PRIVATE CLIENT SERVICES, LLC

14.13K

Jun 30, 26

0.08%

RFG Advisory, LLC

14.11K

Jun 30, 26

+14.11K

0.08%

Concurrent Investment Advisors, LLC

12.38K

Jun 30, 26

+329

0.07%

PFG Investments, LLC

12.19K

Jun 30, 26

-268

0.07%

VICUS CAPITAL

11.91K

Jun 30, 26

+22

0.07%

Trilogy Capital Inc.

11.60K

Jun 30, 26

0.06%

H&H Retirement Design & Management INC

11.59K

Jun 30, 26

+11.59K

0.06%

Detalus Advisors, LLC

11.41K

Jun 30, 26

-2.83K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.33K

Jun 30, 26

-2.68K

0.06%

Berger Financial Group, Inc

11.05K

Jun 30, 26

0.06%

EVERMAY WEALTH MANAGEMENT LLC

9.47K

Jun 30, 26

0.05%

IFP Advisors, Inc

7.00K

Jun 30, 26

0.04%

AE Wealth Management LLC

5.97K

Jun 30, 26

+2.78K

0.03%

Farther Finance Advisors, LLC

3.43K

Jun 30, 26

-1.29K

0.02%

EverSource Wealth Advisors, LLC

2.77K

Jun 30, 26

+219

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.45K

Jun 30, 26

+2.45K

0.01%

Versant Capital Management, Inc

2.41K

Jun 30, 26

0.01%

Ritter Daniher Financial Advisory LLC / DE

650

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

323

Jun 30, 26

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

-13

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

Jun 30, 26

-2.41K

Clean Yield Group

Jun 30, 26

-2.22K

TRUIST FINANCIAL CORP

Jun 30, 26

-15.55K

MBM Wealth Consultants, LLC

Jun 30, 26

-252

KAVAR CAPITAL PARTNERS GROUP, LLC

Jun 30, 26

-12.50K

Strategic Financial Concepts, LLC

Jun 30, 26

-13.84K

Allworth Financial LP

2.38M

Mar 31, 26

+209.09K

13.03%

BANK OF AMERICA CORP /DE/

1.61M

Mar 31, 26

-467.50K

8.83%

RAYMOND JAMES FINANCIAL INC

1.04M

Mar 31, 26

+102.18K

5.72%

MORGAN STANLEY

833.42K

Mar 31, 26

+111.36K

4.57%

JPMORGAN CHASE & CO

634.85K

Mar 31, 26

+86.23K

3.48%

WELLS FARGO & COMPANY/MN

569.65K

Mar 31, 26

+15.70K

3.12%

LPL Financial LLC

556.68K

Mar 31, 26

-78.64K

3.05%

AMERIPRISE FINANCIAL INC

434.43K

Mar 31, 26

+16.86K

2.38%

STIFEL FINANCIAL CORP

371.43K

Mar 31, 26

+24.60K

2.04%

UBS Group AG

332.01K

Mar 31, 26

+39.85K

1.82%

Savant Capital, LLC

318.74K

Mar 31, 26

-5.54K

1.75%

SEI INVESTMENTS CO

294.61K

Mar 31, 26

-6.74K

1.62%

Cerity Partners LLC

232.91K

Mar 31, 26

-5.19K

1.28%

CONDOR CAPITAL MANAGEMENT

227.87K

Mar 31, 26

+5.96K

1.25%

NICOLET BANKSHARES INC

208.00K

Mar 31, 26

+208.00K

1.14%

Willis Johnson & Associates, Inc.

206.65K

Mar 31, 26

-4.19K

1.13%

Sanctuary Advisors, LLC

103.93K

Mar 31, 26

-13

0.57%

Prosperity Consulting Group, LLC

103.16K

Mar 31, 26

-13.44K

0.57%

MML INVESTORS SERVICES, LLC

88.48K

Mar 31, 26

-35.39K

0.49%

JONES FINANCIAL COMPANIES LLLP

78.52K

Mar 31, 26

+24.17K

0.43%

Cetera Investment Advisers

51.92K

Mar 31, 26

+1.13K

0.28%

Ameritas Investment Partners, Inc.

46.81K

Mar 31, 26

+3.20K

0.26%

Integrated Wealth Concepts LLC

44.08K

Mar 31, 26

+26.04K

0.24%

Beacon Pointe Advisors, LLC

41.34K

Mar 31, 26

-4.32K

0.23%

NewEdge Advisors, LLC

38.24K

Mar 31, 26

+38.24K

0.21%

ADVISOR GROUP HOLDINGS, INC.

36.66K

Mar 31, 26

-126.38K

0.20%

Arkadios Wealth Advisors

35.57K

Mar 31, 26

+643

0.20%

FLOW TRADERS U.S. LLC

29.38K

Mar 31, 26

+29.38K

0.16%

Mariner, LLC

29.37K

Mar 31, 26

+29.37K

0.16%

JANE STREET GROUP, LLC

23.51K

Mar 31, 26

-19.93K

0.13%

LIBERTY SQUARE WEALTH PARTNERS LLC

21.76K

Mar 31, 26

-193

0.12%

Tower Research Capital LLC (TRC)

21.07K

Mar 31, 26

+21.07K

0.12%

Capital Asset Advisory Services LLC

19.40K

Mar 31, 26

0.11%

One Capital Management, LLC

18.46K

Mar 31, 26

-807

0.10%

THRIVENT FINANCIAL FOR LUTHERANS

17.00K

Mar 31, 26

+6.18K

0.09%

WealthShield Partners, LLC

15.81K

Mar 31, 26

0.09%

BOSTON FAMILY OFFICE LLC

13.90K

Mar 31, 26

0.08%

ROYAL BANK OF CANADA

13.43K

Mar 31, 26

-649

0.07%

M Holdings Securities, Inc.

11.85K

Mar 31, 26

-11.12K

0.07%

CWM, LLC

10.58K

Mar 31, 26

+27

0.06%

Rockefeller Capital Management L.P.

10.47K

Mar 31, 26

0.06%

LaSalle St. Investment Advisors, LLC

10.32K

Mar 31, 26

+10.32K

0.06%

UBS ASSET MANAGEMENT AMERICAS INC

7.41K

Mar 31, 26

-1.18K

0.04%

Cherry Tree Wealth Management, LLC

7.16K

Mar 31, 26

-1.45K

0.04%

FMR LLC

6.89K

Mar 31, 26

+254

0.04%

Ancora Advisors, LLC

2.88K

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

2.00K

Mar 31, 26

-3.16K

0.01%

Anchor Investment Management, LLC

2.00K

Mar 31, 26

0.01%

US BANCORP \DE\

686

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

609

Mar 31, 26

+609

0.00%

Newbridge Financial Services Group, Inc.

333

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

253

Mar 31, 26

0.00%

WPG Advisers, LLC

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Karpus Management, Inc.

Mar 31, 26

-3.50K

MY Wealth Management Inc.

Mar 31, 26

-212.01K

MidWestOne Financial Group, Inc.

206.86K

Dec 31, 25

-7.36K

1.13%

Janney Capital Management LLC

144.16K

Dec 31, 25

+273

0.79%

COMERICA BANK

44.35K

Dec 31, 25

+7.80K

0.24%

Guerra Advisors Inc

2.63K

Sep 30, 25

+2.63K

0.01%

DOHJ, LLC

389.77K

Jun 30, 25

+25.46K

2.14%

PrairieView Partners, LLC

329.14K

Jun 30, 25

+36.09K

1.81%

RAYMOND JAMES & ASSOCIATES

32.53K

Sep 30, 24

-1.47K

0.18%

Raymond James Financial Services Advisors, Inc.

23.44K

Sep 30, 24

0.13%

RAYMOND JAMES TRUST N.A.

12.48K

Sep 30, 24

-3.63K

0.07%

Cetera Advisor Networks LLC

21.11K

Mar 31, 24

-182

0.12%

EisnerAmper Wealth Management Corporate Benefits, LLC

246.34K

Dec 31, 23

-18.69K

1.35%

Bartlett & Co. LLC

83.91K

Dec 31, 23

+5.50K

0.46%

TITLEIST ASSET MANAGEMENT, LTD.

15.00K

Dec 31, 22

0.08%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

27.26K

Sep 30, 22

0.15%

B. Riley Wealth Management, Inc.

19.11K

Jun 30, 22

+19.11K

0.10%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

15.08K

Jun 30, 22

+46

0.08%

Dixon Hughes Goodman Wealth Advisors LLC

13.13K

Mar 31, 22

+1.71K

0.07%

Paradigm Financial Advisors, LLC

13.59K

Dec 31, 21

0.07%

Johanson Financial Advisors, Inc.

11.77K

Dec 31, 21

+11.77K

0.06%

Cardan Capital Partners, LLC

52.76K

Sep 30, 21

+599

0.29%

Winslow, Evans & Crocker, Inc.

1.40K

Dec 31, 20

0.01%

Reby Advisors, LLC

459

Dec 31, 20

+459

0.00%

Kavar Capital Partners, LLC

12.50K

Sep 30, 20

+12.50K

0.07%

Advisor Group, Inc.

63.55K

Dec 31, 19

-666

0.35%

LADENBURG THALMANN FINANCIAL SERVICES INC.

28.57K

Dec 31, 19

+5.11K

0.16%

AT Bancorp

109.26K

Mar 31, 19

-11.47K

0.60%

Ceros Financial Services Inc.

28.08K

Mar 31, 19

+28.08K

0.15%

WealthShield, LLC

16.17K

Dec 31, 17

+16.17K

0.09%

Commonwealth Equity Services, Inc

69.82K

Jun 30, 17

-14.17K

0.38%

Virtu KCG Holdings LLC

46.61K

Jun 30, 17

+46.61K

0.26%

Geneva Advisors, LLC

11.38K

Jun 30, 17

+11.38K

0.06%

TIAA CREF TRUST CO FSB/MO

15.00K

Mar 31, 17

0.08%

MSI Financial Services Inc

49.59K

Dec 31, 16

-5.32K

0.27%

Braver Wealth Management, LLC

14.39K

Dec 31, 16

0.08%

Tradewinds Global Investors, LLC

Sep 30, 16

-18.21K

Investors Capital Advisory Services

10.01K

Jun 30, 16

+10.01K

0.05%