ProShares - Russell 2000 Dividend Growers ETF(SMDV)

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ProShares - Russell 2000 Dividend Growers ETF(SMDV)

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$76.56—

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SMDV(SMDV)

SMDV

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

Institutional Ownership

Top 173 Institutional Holders

Holder	Shares	Date	Change	% Held
CoreCap Advisors, LLC	--	Jun 30, 26	-82	--
MORGAN STANLEY	945.74K	Mar 31, 26	-789	10.46%
UBS Group AG	418.75K	Mar 31, 26	+6.60K	4.63%
Capital Investment Advisors, LLC	399.63K	Mar 31, 26	-4.69K	4.42%
RAYMOND JAMES FINANCIAL INC	320.81K	Mar 31, 26	+2.53K	3.55%
WELLS FARGO & COMPANY/MN	290.71K	Mar 31, 26	-2.64K	3.22%
BANK OF AMERICA CORP /DE/	277.19K	Mar 31, 26	-1.93K	3.07%
LPL Financial LLC	246.12K	Mar 31, 26	-4.10K	2.72%
ROYAL BANK OF CANADA	201.56K	Mar 31, 26	-7.34K	2.23%
TOTH FINANCIAL ADVISORY CORP	190.21K	Mar 31, 26	-289	2.10%
Baird Financial Group, Inc.	136.50K	Mar 31, 26	+3.83K	1.51%
Arlington Trust Co LLC	129.15K	Mar 31, 26	-4.47K	1.43%
WILEY BROS.-AINTREE CAPITAL, LLC	113.19K	Mar 31, 26	-2.56K	1.25%
TRUIST FINANCIAL CORP	79.18K	Mar 31, 26	-6.20K	0.88%
Landmark Wealth Management, LLC	65.95K	Mar 31, 26	+13.56K	0.73%
Sanctuary Advisors, LLC	59.12K	Mar 31, 26	+1.56K	0.65%
Cambridge Investment Research Advisors, Inc.	57.82K	Mar 31, 26	+14.26K	0.64%
SMITH, MOORE & CO.	56.94K	Mar 31, 26	+6.91K	0.63%
AMERIPRISE FINANCIAL INC	54.74K	Mar 31, 26	-3.63K	0.61%
STIFEL FINANCIAL CORP	52.87K	Mar 31, 26	+4.42K	0.58%
ENVESTNET ASSET MANAGEMENT INC	42.71K	Mar 31, 26	-84	0.47%
GOLDMAN SACHS GROUP INC	37.97K	Mar 31, 26	+14.92K	0.42%
Equitable Holdings, Inc.	36.53K	Mar 31, 26	+17.17K	0.40%
COMMONWEALTH EQUITY SERVICES, LLC	35.81K	Mar 31, 26	-64.23K	0.40%
Cetera Investment Advisers	35.32K	Mar 31, 26	-96	0.39%
United Advisor Group, LLC	32.32K	Mar 31, 26	-1.33K	0.36%
ADVISOR GROUP HOLDINGS, INC.	32.15K	Mar 31, 26	+1.35K	0.36%
New England Private Wealth Advisors LLC	30.17K	Mar 31, 26	+24	0.33%
Jacobi Capital Management LLC	27.77K	Mar 31, 26	+1	0.31%
TWO SIGMA INVESTMENTS, LP	26.70K	Mar 31, 26	--	0.30%
Parcion Private Wealth LLC	24.89K	Mar 31, 26	--	0.28%
ForthRight Wealth Management, LLC	18.35K	Mar 31, 26	-69.18K	0.20%
United Asset Strategies, Inc.	18.16K	Mar 31, 26	+1.26K	0.20%
Essex Financial Services, Inc.	17.66K	Mar 31, 26	-1.12K	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.63K	Mar 31, 26	-5.99K	0.20%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	16.57K	Mar 31, 26	+420	0.18%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	16.43K	Mar 31, 26	+1.23K	0.18%
Trueblood Wealth Management, LLC	15.53K	Mar 31, 26	-177	0.17%
WEDBUSH SECURITIES INC	14.34K	Mar 31, 26	+400	0.16%
PFG Investments, LLC	14.20K	Mar 31, 26	-5.47K	0.16%
MERCER GLOBAL ADVISORS INC /ADV	13.39K	Mar 31, 26	-267	0.15%
Rockefeller Capital Management L.P.	12.69K	Mar 31, 26	-122	0.14%
Harvest Investment Services, LLC	12.66K	Mar 31, 26	+153	0.14%
Royal Capital Wealth Management, LLC	12.48K	Mar 31, 26	+13	0.14%
JONES FINANCIAL COMPANIES LLLP	12.20K	Mar 31, 26	+60	0.13%
Cascade Financial Partners, LLC	11.61K	Mar 31, 26	-85	0.13%
FIFTH THIRD BANCORP	9.91K	Mar 31, 26	+9.91K	0.11%
Northwest Financial Advisors	9.66K	Mar 31, 26	-230	0.11%
Geneos Wealth Management Inc.	8.65K	Mar 31, 26	+511	0.10%
Gen-Wealth Partners Inc	8.16K	Mar 31, 26	-1.57K	0.09%
Dynamic Advisor Solutions LLC	7.95K	Mar 31, 26	+23	0.09%
CITADEL ADVISORS LLC	7.86K	Mar 31, 26	-5.28K	0.09%
Private Advisor Group, LLC	7.64K	Mar 31, 26	+18	0.08%
Pensionmark Financial Group, LLC	6.75K	Mar 31, 26	-890	0.07%
Lewis Asset Management, LLC	6.53K	Mar 31, 26	+38	0.07%
Total Clarity Wealth Management, Inc.	6.28K	Mar 31, 26	+51	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6.11K	Mar 31, 26	-8.97K	0.07%
BLAIR WILLIAM & CO/IL	6.11K	Mar 31, 26	+500	0.07%
Anson Capital, Inc.	5.70K	Mar 31, 26	+215	0.06%
CFS Investment Advisory Services, LLC	5.66K	Mar 31, 26	-1.20K	0.06%
Creekside Partners	5.50K	Mar 31, 26	+2	0.06%
Kestra Advisory Services, LLC	5.28K	Mar 31, 26	+2.47K	0.06%
NewEdge Advisors, LLC	5.28K	Mar 31, 26	+11	0.06%
HighPoint Advisor Group LLC	5.25K	Mar 31, 26	--	0.06%
DAVENPORT & Co LLC	5.20K	Mar 31, 26	+890	0.06%
B. Riley Wealth Advisors, Inc.	5.18K	Mar 31, 26	-22	0.06%
HighTower Advisors, LLC	5.06K	Mar 31, 26	+2	0.06%
KRAEMATON INVESTMENT ADVISORS, INC	4.93K	Mar 31, 26	-834	0.05%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.51K	Mar 31, 26	-859	0.05%
Bay Capital Advisors, LLC	4.40K	Mar 31, 26	--	0.05%
Beacon Pointe Advisors, LLC	4.29K	Mar 31, 26	+57	0.05%
Acorn Wealth Advisors, LLC	4.28K	Mar 31, 26	+31	0.05%
Atlas Brown,Inc.	4.26K	Mar 31, 26	+13	0.05%
WBI INVESTMENTS, INC.	4.24K	Mar 31, 26	-6.00K	0.05%
Round Rock Advisors, LLC	4.21K	Mar 31, 26	-37	0.05%
Heritage Wealth Management, Inc.	4.04K	Mar 31, 26	+105	0.04%
Arkadios Wealth Advisors	3.99K	Mar 31, 26	+3	0.04%
Janney Montgomery Scott LLC	3.96K	Mar 31, 26	+214	0.04%
WESBANCO BANK INC	3.93K	Mar 31, 26	--	0.04%
HOWE & RUSLING INC	3.89K	Mar 31, 26	+706	0.04%
Legacy Trust	3.88K	Mar 31, 26	--	0.04%
Waverly Advisors, LLC	3.75K	Mar 31, 26	+97	0.04%
J.W. COLE ADVISORS, INC.	3.61K	Mar 31, 26	-1.17K	0.04%
KPP Advisory Services LLC	3.49K	Mar 31, 26	--	0.04%
Jackson, Grant Investment Advisers, Inc.	3.44K	Mar 31, 26	+2	0.04%
CITIGROUP INC	3.37K	Mar 31, 26	+70	0.04%
IHT Wealth Management, LLC	3.29K	Mar 31, 26	+3	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	3.23K	Mar 31, 26	--	0.04%
MWA Asset Management	3.19K	Mar 31, 26	+3.19K	0.04%
Western Wealth Management, LLC	3.01K	Mar 31, 26	+3.01K	0.03%
Belpointe Asset Management LLC	3.00K	Mar 31, 26	+3.00K	0.03%
MAI Capital Management	2.96K	Mar 31, 26	+16	0.03%
CALDWELL SUTTER CAPITAL, INC.	2.58K	Mar 31, 26	-46	0.03%
Capital Advisors, Ltd. LLC	2.09K	Mar 31, 26	-2.54K	0.02%
FMR LLC	2.02K	Mar 31, 26	+589	0.02%
Anchor Investment Management, LLC	1.28K	Mar 31, 26	-247	0.01%
HARBOUR INVESTMENTS, INC.	1.09K	Mar 31, 26	-1.17K	0.01%
US BANCORP \DE\	1.00K	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	982	Mar 31, 26	-839	0.01%
Steward Partners Investment Advisory, LLC	790	Mar 31, 26	--	0.01%
FRANKLIN RESOURCES INC	735	Mar 31, 26	--	0.01%
FAS Wealth Partners, Inc.	731	Mar 31, 26	+4	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	573	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	552	Mar 31, 26	+552	0.01%
Russell Investments Group, Ltd.	536	Mar 31, 26	+536	0.01%
Ameliora Wealth Management Ltd.	500	Mar 31, 26	--	0.01%
Key FInancial Inc	425	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	397	Mar 31, 26	--	0.00%
Golden State Equity Partners	350	Mar 31, 26	+350	0.00%
Aptus Capital Advisors, LLC	299	Mar 31, 26	+76	0.00%
WHITTIER TRUST CO OF NEVADA INC	248	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	203	Mar 31, 26	-54	0.00%
Allworth Financial LP	167	Mar 31, 26	+72	0.00%
BRYN MAWR TRUST Co	161	Mar 31, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	136	Mar 31, 26	--	0.00%
Spire Wealth Management	110	Mar 31, 26	+1	0.00%
Paladin Advisory Group, LLC	101	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	100	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	89	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	57	Mar 31, 26	--	0.00%
CWM, LLC	54	Mar 31, 26	--	0.00%
Addison Advisors LLC	50	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	34	Mar 31, 26	-6	0.00%
Park Place Capital Corp	30	Mar 31, 26	+1	0.00%
Farther Finance Advisors, LLC	28	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	4	Mar 31, 26	--	0.00%
ASSETMARK, INC	3	Mar 31, 26	--	0.00%
CWC Advisors, LLC.	--	Mar 31, 26	-3.25K	--
Fisher Asset Management, LLC	--	Mar 31, 26	-8.80K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-1	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Mar 31, 26	-3.43K	--
Cornerstone Planning Group LLC	--	Mar 31, 26	-536	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-3.52K	--
COMERICA BANK	9.94K	Dec 31, 25	-36	0.11%
GPS Wealth Strategies Group, LLC	970	Dec 31, 25	-1.23K	0.01%
CIBC Private Wealth Group, LLC	272	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	237	Dec 31, 25	-1	0.00%
L.M. KOHN & COMPANY	10.28K	Sep 30, 25	+492	0.11%
Lion Street Advisors, LLC	7.77K	Sep 30, 25	+4.63K	0.09%
AVANTAX ADVISORY SERVICES, INC.	4.40K	Jun 30, 25	+152	0.05%
Raymond James Financial Services Advisors, Inc.	276.39K	Sep 30, 24	+29.29K	3.06%
RAYMOND JAMES & ASSOCIATES	47.03K	Sep 30, 24	+3.20K	0.52%
BENJAMIN F. EDWARDS & COMPANY, INC.	14.61K	Jun 30, 24	-4.37K	0.16%
Cetera Advisors LLC	74.20K	Mar 31, 24	+74.20K	0.82%
Cetera Advisor Networks LLC	10.26K	Mar 31, 24	-526	0.11%
Benedetti & Gucer, Inc.	4.22K	Mar 31, 24	-433	0.05%
DB Wealth Management Group, LLC	258	Dec 31, 23	+3	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	20.42K	Sep 30, 23	-2.12K	0.23%
INVESTMENT MANAGEMENT OF VIRGINIA LLC	24.15K	Mar 31, 23	-20.15K	0.27%
Ahrens Investment Partners LLC	5.13K	Mar 31, 23	-3.30K	0.06%
Laurel Wealth Advisors, Inc.	71.32K	Dec 31, 22	+18.49K	0.79%
55I, LLC	17.81K	Sep 30, 22	+17	0.20%
American Portfolios Advisors	7.90K	Sep 30, 22	+7.90K	0.09%
Fieldpoint Private Securities, LLC	--	Jun 30, 22	-44	--
Private Capital Group, LLC	--	Jun 30, 22	-400	--
NEXT Financial Group, Inc	--	Dec 31, 21	-95	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	7.26K	Sep 30, 21	+252	0.08%
BBVA USA	53	Sep 30, 21	--	0.00%
Sonora Investment Management, LLC	--	Sep 30, 21	--	--
Covenant Multifamily Offices, LLC	--	Sep 30, 21	-3.36K	--
Winslow, Evans & Crocker, Inc.	1.30K	Dec 31, 20	+200	0.01%
First Allied Advisory Services, Inc.	62.30K	Sep 30, 20	+516	0.69%
Advisor Group, Inc.	16.27K	Dec 31, 19	-7.85K	0.18%
LADENBURG THALMANN FINANCIAL SERVICES INC.	10.97K	Dec 31, 19	+419	0.12%
BB&T SECURITIES, LLC	24.11K	Sep 30, 19	+2.72K	0.27%
NATIONAL PLANNING CORP	--	Dec 31, 17	-8.53K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-5.85K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-26.16K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-7.15K	--
Commonwealth Equity Services, Inc	25.73K	Jun 30, 17	+5.53K	0.28%
WFG Advisors, LP	400	Jun 30, 17	+400	0.00%
MSI Financial Services Inc	4.37K	Dec 31, 16	+382	0.05%
SOCIETE GENERALE	75.00K	Jun 30, 16	+75.00K	0.83%

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Holder

Date

Change

% Held

CoreCap Advisors, LLC

Jun 30, 26

-82

MORGAN STANLEY

945.74K

Mar 31, 26

-789

10.46%

UBS Group AG

418.75K

Mar 31, 26

+6.60K

4.63%

Capital Investment Advisors, LLC

399.63K

Mar 31, 26

-4.69K

4.42%

RAYMOND JAMES FINANCIAL INC

320.81K

Mar 31, 26

+2.53K

3.55%

WELLS FARGO & COMPANY/MN

290.71K

Mar 31, 26

-2.64K

3.22%

BANK OF AMERICA CORP /DE/

277.19K

Mar 31, 26

-1.93K

3.07%

LPL Financial LLC

246.12K

Mar 31, 26

-4.10K

2.72%

ROYAL BANK OF CANADA

201.56K

Mar 31, 26

-7.34K

2.23%

TOTH FINANCIAL ADVISORY CORP

190.21K

Mar 31, 26

-289

2.10%

Baird Financial Group, Inc.

136.50K

Mar 31, 26

+3.83K

1.51%

Arlington Trust Co LLC

129.15K

Mar 31, 26

-4.47K

1.43%

WILEY BROS.-AINTREE CAPITAL, LLC

113.19K

Mar 31, 26

-2.56K

1.25%

TRUIST FINANCIAL CORP

79.18K

Mar 31, 26

-6.20K

0.88%

Landmark Wealth Management, LLC

65.95K

Mar 31, 26

+13.56K

0.73%

Sanctuary Advisors, LLC

59.12K

Mar 31, 26

+1.56K

0.65%

Cambridge Investment Research Advisors, Inc.

57.82K

Mar 31, 26

+14.26K

0.64%

SMITH, MOORE & CO.

56.94K

Mar 31, 26

+6.91K

0.63%

AMERIPRISE FINANCIAL INC

54.74K

Mar 31, 26

-3.63K

0.61%

STIFEL FINANCIAL CORP

52.87K

Mar 31, 26

+4.42K

0.58%

ENVESTNET ASSET MANAGEMENT INC

42.71K

Mar 31, 26

-84

0.47%

GOLDMAN SACHS GROUP INC

37.97K

Mar 31, 26

+14.92K

0.42%

Equitable Holdings, Inc.

36.53K

Mar 31, 26

+17.17K

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

35.81K

Mar 31, 26

-64.23K

0.40%

Cetera Investment Advisers

35.32K

Mar 31, 26

-96

0.39%

United Advisor Group, LLC

32.32K

Mar 31, 26

-1.33K

0.36%

ADVISOR GROUP HOLDINGS, INC.

32.15K

Mar 31, 26

+1.35K

0.36%

New England Private Wealth Advisors LLC

30.17K

Mar 31, 26

+24

0.33%

Jacobi Capital Management LLC

27.77K

Mar 31, 26

0.31%

TWO SIGMA INVESTMENTS, LP

26.70K

Mar 31, 26

0.30%

Parcion Private Wealth LLC

24.89K

Mar 31, 26

0.28%

ForthRight Wealth Management, LLC

18.35K

Mar 31, 26

-69.18K

0.20%

United Asset Strategies, Inc.

18.16K

Mar 31, 26

+1.26K

0.20%

Essex Financial Services, Inc.

17.66K

Mar 31, 26

-1.12K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.63K

Mar 31, 26

-5.99K

0.20%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

16.57K

Mar 31, 26

+420

0.18%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

16.43K

Mar 31, 26

+1.23K

0.18%

Trueblood Wealth Management, LLC

15.53K

Mar 31, 26

-177

0.17%

WEDBUSH SECURITIES INC

14.34K

Mar 31, 26

+400

0.16%

PFG Investments, LLC

14.20K

Mar 31, 26

-5.47K

0.16%

MERCER GLOBAL ADVISORS INC /ADV

13.39K

Mar 31, 26

-267

0.15%

Rockefeller Capital Management L.P.

12.69K

Mar 31, 26

-122

0.14%

Harvest Investment Services, LLC

12.66K

Mar 31, 26

+153

0.14%

Royal Capital Wealth Management, LLC

12.48K

Mar 31, 26

+13

0.14%

JONES FINANCIAL COMPANIES LLLP

12.20K

Mar 31, 26

+60

0.13%

Cascade Financial Partners, LLC

11.61K

Mar 31, 26

-85

0.13%

FIFTH THIRD BANCORP

9.91K

Mar 31, 26

+9.91K

0.11%

Northwest Financial Advisors

9.66K

Mar 31, 26

-230

0.11%

Geneos Wealth Management Inc.

8.65K

Mar 31, 26

+511

0.10%

Gen-Wealth Partners Inc

8.16K

Mar 31, 26

-1.57K

0.09%

Dynamic Advisor Solutions LLC

7.95K

Mar 31, 26

+23

0.09%

CITADEL ADVISORS LLC

7.86K

Mar 31, 26

-5.28K

0.09%

Private Advisor Group, LLC

7.64K

Mar 31, 26

+18

0.08%

Pensionmark Financial Group, LLC

6.75K

Mar 31, 26

-890

0.07%

Lewis Asset Management, LLC

6.53K

Mar 31, 26

+38

0.07%

Total Clarity Wealth Management, Inc.

6.28K

Mar 31, 26

+51

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

6.11K

Mar 31, 26

-8.97K

0.07%

BLAIR WILLIAM & CO/IL

6.11K

Mar 31, 26

+500

0.07%

Anson Capital, Inc.

5.70K

Mar 31, 26

+215

0.06%

CFS Investment Advisory Services, LLC

5.66K

Mar 31, 26

-1.20K

0.06%

Creekside Partners

5.50K

Mar 31, 26

0.06%

Kestra Advisory Services, LLC

5.28K

Mar 31, 26

+2.47K

0.06%

NewEdge Advisors, LLC

5.28K

Mar 31, 26

+11

0.06%

HighPoint Advisor Group LLC

5.25K

Mar 31, 26

0.06%

DAVENPORT & Co LLC

5.20K

Mar 31, 26

+890

0.06%

B. Riley Wealth Advisors, Inc.

5.18K

Mar 31, 26

-22

0.06%

HighTower Advisors, LLC

5.06K

Mar 31, 26

0.06%

KRAEMATON INVESTMENT ADVISORS, INC

4.93K

Mar 31, 26

-834

0.05%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.51K

Mar 31, 26

-859

0.05%

Bay Capital Advisors, LLC

4.40K

Mar 31, 26

0.05%

Beacon Pointe Advisors, LLC

4.29K

Mar 31, 26

+57

0.05%

Acorn Wealth Advisors, LLC

4.28K

Mar 31, 26

+31

0.05%

Atlas Brown,Inc.

4.26K

Mar 31, 26

+13

0.05%

WBI INVESTMENTS, INC.

4.24K

Mar 31, 26

-6.00K

0.05%

Round Rock Advisors, LLC

4.21K

Mar 31, 26

-37

0.05%

Heritage Wealth Management, Inc.

4.04K

Mar 31, 26

+105

0.04%

Arkadios Wealth Advisors

3.99K

Mar 31, 26

0.04%

Janney Montgomery Scott LLC

3.96K

Mar 31, 26

+214

0.04%

WESBANCO BANK INC

3.93K

Mar 31, 26

0.04%

HOWE & RUSLING INC

3.89K

Mar 31, 26

+706

0.04%

Legacy Trust

3.88K

Mar 31, 26

0.04%

Waverly Advisors, LLC

3.75K

Mar 31, 26

+97

0.04%

J.W. COLE ADVISORS, INC.

3.61K

Mar 31, 26

-1.17K

0.04%

KPP Advisory Services LLC

3.49K

Mar 31, 26

0.04%

Jackson, Grant Investment Advisers, Inc.

3.44K

Mar 31, 26

0.04%

CITIGROUP INC

3.37K

Mar 31, 26

+70

0.04%

IHT Wealth Management, LLC

3.29K

Mar 31, 26

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

3.23K

Mar 31, 26

0.04%

MWA Asset Management

3.19K

Mar 31, 26

+3.19K

0.04%

Western Wealth Management, LLC

3.01K

Mar 31, 26

+3.01K

0.03%

Belpointe Asset Management LLC

3.00K

Mar 31, 26

+3.00K

0.03%

MAI Capital Management

2.96K

Mar 31, 26

+16

0.03%

CALDWELL SUTTER CAPITAL, INC.

2.58K

Mar 31, 26

-46

0.03%

Capital Advisors, Ltd. LLC

2.09K

Mar 31, 26

-2.54K

0.02%

FMR LLC

2.02K

Mar 31, 26

+589

0.02%

Anchor Investment Management, LLC

1.28K

Mar 31, 26

-247

0.01%

HARBOUR INVESTMENTS, INC.

1.09K

Mar 31, 26

-1.17K

0.01%

US BANCORP \DE\

1.00K

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

982

Mar 31, 26

-839

0.01%

Steward Partners Investment Advisory, LLC

790

Mar 31, 26

0.01%

FRANKLIN RESOURCES INC

735

Mar 31, 26

0.01%

FAS Wealth Partners, Inc.

731

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

573

Mar 31, 26

0.01%

Advisory Services Network, LLC

552

Mar 31, 26

+552

0.01%

Russell Investments Group, Ltd.

536

Mar 31, 26

+536

0.01%

Ameliora Wealth Management Ltd.

500

Mar 31, 26

0.01%

Key FInancial Inc

425

Mar 31, 26

0.00%

Sound Income Strategies, LLC

397

Mar 31, 26

0.00%

Golden State Equity Partners

350

Mar 31, 26

+350

0.00%

Aptus Capital Advisors, LLC

299

Mar 31, 26

+76

0.00%

WHITTIER TRUST CO OF NEVADA INC

248

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

203

Mar 31, 26

-54

0.00%

Allworth Financial LP

167

Mar 31, 26

+72

0.00%

BRYN MAWR TRUST Co

161

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

136

Mar 31, 26

0.00%

Spire Wealth Management

110

Mar 31, 26

0.00%

Paladin Advisory Group, LLC

101

Mar 31, 26

0.00%

NBC SECURITIES, INC.

100

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

CWM, LLC

Mar 31, 26

0.00%

Addison Advisors LLC

Mar 31, 26

0.00%

Colonial Trust Co / SC

Mar 31, 26

-6

0.00%

Park Place Capital Corp

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

CWC Advisors, LLC.

Mar 31, 26

-3.25K

Fisher Asset Management, LLC

Mar 31, 26

-8.80K

Lloyd Advisory Services, LLC.

Mar 31, 26

-1

INDEPENDENT FINANCIAL GROUP, LLC

Mar 31, 26

-3.43K

Cornerstone Planning Group LLC

Mar 31, 26

-536

JANE STREET GROUP, LLC

Mar 31, 26

-3.52K

COMERICA BANK

9.94K

Dec 31, 25

-36

0.11%

GPS Wealth Strategies Group, LLC

970

Dec 31, 25

-1.23K

0.01%

CIBC Private Wealth Group, LLC

272

Dec 31, 25

0.00%

Global Retirement Partners, LLC

237

Dec 31, 25

-1

0.00%

L.M. KOHN & COMPANY

10.28K

Sep 30, 25

+492

0.11%

Lion Street Advisors, LLC

7.77K

Sep 30, 25

+4.63K

0.09%

AVANTAX ADVISORY SERVICES, INC.

4.40K

Jun 30, 25

+152

0.05%

Raymond James Financial Services Advisors, Inc.

276.39K

Sep 30, 24

+29.29K

3.06%

RAYMOND JAMES & ASSOCIATES

47.03K

Sep 30, 24

+3.20K

0.52%

BENJAMIN F. EDWARDS & COMPANY, INC.

14.61K

Jun 30, 24

-4.37K

0.16%

Cetera Advisors LLC

74.20K

Mar 31, 24

+74.20K

0.82%

Cetera Advisor Networks LLC

10.26K

Mar 31, 24

-526

0.11%

Benedetti & Gucer, Inc.

4.22K

Mar 31, 24

-433

0.05%

DB Wealth Management Group, LLC

258

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

20.42K

Sep 30, 23

-2.12K

0.23%

INVESTMENT MANAGEMENT OF VIRGINIA LLC

24.15K

Mar 31, 23

-20.15K

0.27%

Ahrens Investment Partners LLC

5.13K

Mar 31, 23

-3.30K

0.06%

Laurel Wealth Advisors, Inc.

71.32K

Dec 31, 22

+18.49K

0.79%

55I, LLC

17.81K

Sep 30, 22

+17

0.20%

American Portfolios Advisors

7.90K

Sep 30, 22

+7.90K

0.09%

Fieldpoint Private Securities, LLC

Jun 30, 22

-44

Private Capital Group, LLC

Jun 30, 22

-400

NEXT Financial Group, Inc

Dec 31, 21

-95

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

7.26K

Sep 30, 21

+252

0.08%

BBVA USA

Sep 30, 21

0.00%

Sonora Investment Management, LLC

Sep 30, 21

Covenant Multifamily Offices, LLC

Sep 30, 21

-3.36K

Winslow, Evans & Crocker, Inc.

1.30K

Dec 31, 20

+200

0.01%

First Allied Advisory Services, Inc.

62.30K

Sep 30, 20

+516

0.69%

Advisor Group, Inc.

16.27K

Dec 31, 19

-7.85K

0.18%

LADENBURG THALMANN FINANCIAL SERVICES INC.

10.97K

Dec 31, 19

+419

0.12%

BB&T SECURITIES, LLC

24.11K

Sep 30, 19

+2.72K

0.27%

NATIONAL PLANNING CORP

Dec 31, 17

-8.53K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-5.85K

SII INVESTMENTS INC/WI

Dec 31, 17

-26.16K

Concert Wealth Management Inc.

Sep 30, 17

-7.15K

Commonwealth Equity Services, Inc

25.73K

Jun 30, 17

+5.53K

0.28%

WFG Advisors, LP

400

Jun 30, 17

+400

0.00%

MSI Financial Services Inc

4.37K

Dec 31, 16

+382

0.05%

SOCIETE GENERALE

75.00K

Jun 30, 16

+75.00K

0.83%