iShares Russell 2500 ETF(SMMD)

$91.86—

Chart

iShares Russell 2500 ETF(SMMD)

USBATS

$91.86—

Chart Studio

SMMD(SMMD)

SMMD

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

Institutional Ownership

Top 323 Institutional Holders

Holder	Shares	Date	Change	% Held
GLENMEDE TRUST CO NA	4.79M	Jun 30, 26	+377.33K	11.97%
FIFTH THIRD BANCORP	3.48M	Jun 30, 26	+421.17K	8.69%
BANK OF MONTREAL /CAN/	2.32M	Jun 30, 26	+593.34K	5.81%
BANK OF AMERICA CORP /DE/	1.76M	Jun 30, 26	-355.57K	4.40%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	1.50M	Jun 30, 26	--	3.76%
WELLINGTON MANAGEMENT GROUP LLP	1.09M	Jun 30, 26	+1.09M	2.71%
FMR LLC	1.08M	Jun 30, 26	+142.17K	2.70%
CENTRAL TRUST Co	1.05M	Jun 30, 26	+96.78K	2.61%
Colony Group, LLC	776.24K	Jun 30, 26	+12.55K	1.94%
UBS Group AG	774.68K	Jun 30, 26	+190.81K	1.94%
COLDSTREAM CAPITAL MANAGEMENT INC	690.73K	Jun 30, 26	-84.30K	1.73%
Cresset Asset Management, LLC	650.97K	Jun 30, 26	-9.07K	1.63%
Wealthspire Advisors, LLC	562.62K	Jun 30, 26	+22.28K	1.41%
Gerber Kawasaki Wealth & Investment Management	519.30K	Jun 30, 26	+16.96K	1.30%
RAYMOND JAMES FINANCIAL INC	496.88K	Jun 30, 26	+51.82K	1.24%
IMA Wealth, Inc.	491.51K	Jun 30, 26	+491.51K	1.23%
BLAIR WILLIAM & CO/IL	480.20K	Jun 30, 26	+65.79K	1.20%
US BANCORP \DE\	382.48K	Jun 30, 26	+2.62K	0.96%
JPMORGAN CHASE & CO	377.55K	Jun 30, 26	+33.22K	0.94%
GOLDMAN SACHS GROUP INC	367.95K	Jun 30, 26	+290.58K	0.92%
TRUIST FINANCIAL CORP	353.44K	Jun 30, 26	+51.16K	0.88%
Diesslin Group, Inc.	351.00K	Jun 30, 26	+59.81K	0.88%
LPL Financial LLC	281.07K	Jun 30, 26	+66.28K	0.70%
Badgley Phelps Wealth Managers, LLC	279.50K	Jun 30, 26	+279.50K	0.70%
WESTWOOD HOLDINGS GROUP INC	274.86K	Jun 30, 26	+13.89K	0.69%
ADVISOR GROUP HOLDINGS, INC.	273.68K	Jun 30, 26	+202.55K	0.68%
ENVESTNET ASSET MANAGEMENT INC	264.67K	Jun 30, 26	-11.67K	0.66%
Wealthcare Advisory Partners LLC	257.37K	Jun 30, 26	-14.39K	0.64%
CWA Asset Management Group, LLC	205.08K	Jun 30, 26	+17.94K	0.51%
RMB Capital Management, LLC	203.41K	Jun 30, 26	+47.78K	0.51%
Janney Montgomery Scott LLC	189.53K	Jun 30, 26	+57.14K	0.47%
SigFig Wealth Management, LLC	176.92K	Jun 30, 26	+19.68K	0.44%
Brio Consultants, LLC	176.44K	Jun 30, 26	+3.39K	0.44%
CATALYST FINANCIAL PARTNERS LLC	172.78K	Jun 30, 26	+8.59K	0.43%
SFAM, LLC	169.32K	Jun 30, 26	-6.29K	0.42%
Pensionmark Financial Group, LLC	162.75K	Jun 30, 26	-319	0.41%
Vestmark Advisory Solutions, Inc.	160.34K	Jun 30, 26	-2.75K	0.40%
HARBOR CAPITAL ADVISORS, INC.	150.91K	Jun 30, 26	+147.24K	0.38%
AMERIPRISE FINANCIAL INC	150.64K	Jun 30, 26	+100.75K	0.38%
Berger Financial Group, Inc	142.27K	Jun 30, 26	-1.19K	0.36%
DIMENSION CAPITAL MANAGEMENT LLC	140.44K	Jun 30, 26	+136.78K	0.35%
Rossby Financial, LCC	136.45K	Jun 30, 26	+10.23K	0.34%
CONGRESS ASSET MANAGEMENT CO /MA	133.72K	Jun 30, 26	-105.36K	0.33%
HighTower Advisors, LLC	128.16K	Jun 30, 26	+31.82K	0.32%
CMH Wealth Management LLC	127.14K	Jun 30, 26	+2.09K	0.32%
CIBC WORLD MARKET INC.	122.98K	Jun 30, 26	-170	0.31%
Cerity Partners LLC	122.89K	Jun 30, 26	+90.96K	0.31%
ROGCO, LP	112.17K	Jun 30, 26	+1.05K	0.28%
ROYAL BANK OF CANADA	111.70K	Jun 30, 26	+76.23K	0.28%
JOHNSON INVESTMENT COUNSEL INC	110.93K	Jun 30, 26	+93.59K	0.28%
Mariner, LLC	107.74K	Jun 30, 26	+16.90K	0.27%
Rockefeller Capital Management L.P.	107.57K	Jun 30, 26	+18.11K	0.27%
Benchmark Financial Wealth Advisors, LLC	92.21K	Jun 30, 26	+4.24K	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	91.16K	Jun 30, 26	-2.08K	0.23%
Pacific Excel Wealth Advisors, Inc.	89.99K	Jun 30, 26	+89.99K	0.22%
Heritage Family Offices, LLP	89.99K	Jun 30, 26	-62.46K	0.22%
Pure Financial Advisors, LLC	88.73K	Jun 30, 26	+24.25K	0.22%
MORGAN STANLEY	88.29K	Jun 30, 26	-16.75K	0.22%
Concurrent Investment Advisors, LLC	87.04K	Jun 30, 26	+87.04K	0.22%
Brinker Capital Investments, LLC	86.87K	Jun 30, 26	-14.99K	0.22%
CIBC Bancorp USA Inc.	83.01K	Jun 30, 26	+61.86K	0.21%
MML INVESTORS SERVICES, LLC	75.92K	Jun 30, 26	+21.40K	0.19%
Kendall Capital Management	73.61K	Jun 30, 26	-281.33K	0.18%
James J. Burns & Company, LLC	73.21K	Jun 30, 26	-564	0.18%
CX Institutional	69.16K	Jun 30, 26	-549	0.17%
Resources Investment Advisors, LLC.	66.57K	Jun 30, 26	-5.21K	0.17%
Trek Financial, LLC	63.42K	Jun 30, 26	+9.19K	0.16%
MAI Capital Management	60.24K	Jun 30, 26	+106	0.15%
WorthPointe, LLC	54.64K	Jun 30, 26	+2.80K	0.14%
FULLER & THALER ASSET MANAGEMENT, INC.	54.36K	Jun 30, 26	-20.09K	0.14%
CITY NATIONAL BANK OF FLORIDA /MSD	54.27K	Jun 30, 26	-669	0.14%
Cartesian Growth Corp	50.55K	Jun 30, 26	-863	0.13%
GUIDANCE CAPITAL, INC	45.83K	Jun 30, 26	+3.22K	0.11%
Retirement Planning Group	45.39K	Jun 30, 26	-254	0.11%
WELLS FARGO & COMPANY/MN	43.09K	Jun 30, 26	+12.53K	0.11%
WHITTIER TRUST CO	40.12K	Jun 30, 26	+1.15K	0.10%
STEPHENS INC /AR/	36.63K	Jun 30, 26	+32.04K	0.09%
VOYA INVESTMENT MANAGEMENT LLC	35.20K	Jun 30, 26	+16.54K	0.09%
Fifth Third Wealth Advisors LLC	34.66K	Jun 30, 26	+20.41K	0.09%
Smartleaf Asset Management LLC	34.20K	Jun 30, 26	--	0.09%
QP WEALTH MANAGEMENT, LLC	34.05K	Jun 30, 26	-262	0.09%
Evernest Financial Advisors, LLC	32.49K	Jun 30, 26	--	0.08%
RAFFA WEALTH MANAGEMENT, LLC	30.94K	Jun 30, 26	-1.37K	0.08%
Centerpoint Advisors, LLC	30.02K	Jun 30, 26	-622	0.07%
Kestra Advisory Services, LLC	29.89K	Jun 30, 26	+8.65K	0.07%
Mechanics Financial Corp	28.51K	Jun 30, 26	+17.12K	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28.43K	Jun 30, 26	+751	0.07%
Altman Advisors, Inc.	27.99K	Jun 30, 26	+4.04K	0.07%
CITIGROUP INC	27.78K	Jun 30, 26	-3.28K	0.07%
Quantinno Capital Management LP	27.68K	Jun 30, 26	+3.52K	0.07%
NORTHERN TRUST CORP	26.14K	Jun 30, 26	--	0.07%
CAPTRUST FINANCIAL ADVISORS	25.38K	Jun 30, 26	-550	0.06%
Advisory Solutions Group, LLC	24.90K	Jun 30, 26	+24.90K	0.06%
TOUNJIAN ADVISORY PARTNERS, LLC	24.57K	Jun 30, 26	+24.57K	0.06%
Spartan Wealth Advisory Services LLC	24.46K	Jun 30, 26	+736	0.06%
Single Point Partners, LLC	22.78K	Jun 30, 26	+4.89K	0.06%
KLINGENSTEIN FIELDS & CO LP	22.70K	Jun 30, 26	--	0.06%
Steward Partners Investment Advisory, LLC	22.39K	Jun 30, 26	--	0.06%
MainStreet Investment Advisors LLC	21.98K	Jun 30, 26	+18.19K	0.05%
CI Private Wealth, LLC	21.69K	Jun 30, 26	+5.82K	0.05%
PINNACLE ASSOCIATES LTD	20.99K	Jun 30, 26	--	0.05%
Pinnacle Wealth Management Advisory Group, LLC	20.99K	Jun 30, 26	--	0.05%
Prepared Retirement Institute LLC	20.34K	Jun 30, 26	+20.34K	0.05%
QUADRANT CAPITAL GROUP LLC	20.27K	Jun 30, 26	-2.56K	0.05%
Cornerstone Financial Group, LLC /NE/	19.19K	Jun 30, 26	+407	0.05%
HF Advisory Group, LLC	19.04K	Jun 30, 26	-260	0.05%
HUNTINGTON NATIONAL BANK	18.70K	Jun 30, 26	+1.77K	0.05%
Callan Family Office, LLC	18.58K	Jun 30, 26	-6.57K	0.05%
QRG CAPITAL MANAGEMENT, INC.	18.49K	Jun 30, 26	+5.44K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	18.30K	Jun 30, 26	+13.17K	0.05%
Andina Capital Management, LLC	18.22K	Jun 30, 26	-6.80K	0.05%
Creative Planning	18.13K	Jun 30, 26	+4.24K	0.05%
Cetera Investment Advisers	17.52K	Jun 30, 26	+300	0.04%
Ulland Investment Advisors, LLC	17.21K	Jun 30, 26	-50	0.04%
TD PRIVATE CLIENT WEALTH LLC	16.76K	Jun 30, 26	+11.42K	0.04%
Private Advisor Group, LLC	14.85K	Jun 30, 26	-2.89K	0.04%
BOYUM WEALTH ARCHITECTS LLC	14.76K	Jun 30, 26	+2.09K	0.04%
Fidelis Wealth Advisors LLC	14.12K	Jun 30, 26	+14.12K	0.04%
Cambridge Investment Research Advisors, Inc.	13.95K	Jun 30, 26	-187	0.03%
JONES FINANCIAL COMPANIES LLLP	13.61K	Jun 30, 26	+5.82K	0.03%
Farther Finance Advisors, LLC	12.60K	Jun 30, 26	-847	0.03%
Apollon Wealth Management, LLC	12.50K	Jun 30, 26	+82	0.03%
TFR Capital, LLC.	12.15K	Jun 30, 26	-252	0.03%
Chevy Chase Trust Holdings, LLC	11.88K	Jun 30, 26	+11.88K	0.03%
D. E. Shaw & Co., Inc.	11.85K	Jun 30, 26	--	0.03%
SIERRA SUMMIT ADVISORS LLC	11.81K	Jun 30, 26	+204	0.03%
BBR PARTNERS, LLC	11.21K	Jun 30, 26	--	0.03%
RFG Advisory, LLC	11.20K	Jun 30, 26	--	0.03%
L.K. Benson & Company, P.C.	10.77K	Jun 30, 26	-373	0.03%
Annis Gardner Whiting Capital Advisors, LLC	10.74K	Jun 30, 26	+8.80K	0.03%
USAdvisors Wealth Management, LLC	10.67K	Jun 30, 26	-784	0.03%
REGIONS FINANCIAL CORP	10.33K	Jun 30, 26	-125	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10.31K	Jun 30, 26	+902	0.03%
SILVERCREST ASSET MANAGEMENT GROUP LLC	10.25K	Jun 30, 26	-2.25K	0.03%
Talisman Wealth Advisors LLC	10.17K	Jun 30, 26	+10.17K	0.03%
Kovack Advisors, Inc.	10.15K	Jun 30, 26	+185	0.03%
CERTUITY, LLC	9.95K	Jun 30, 26	-2	0.02%
Diversify Advisory Services, LLC	9.94K	Jun 30, 26	+9.94K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.94K	Jun 30, 26	+3.75K	0.02%
Betterment LLC	9.73K	Jun 30, 26	+4.65K	0.02%
Savant Capital, LLC	9.68K	Jun 30, 26	-136	0.02%
Fairman Group, LLC	9.15K	Jun 30, 26	+1.90K	0.02%
ARCADIA INVESTMENT ADVISORS LLC	9.06K	Jun 30, 26	+9.06K	0.02%
Thayer Financial, L.L.C.	8.91K	Jun 30, 26	-146	0.02%
Perigon Wealth Management, LLC	8.66K	Jun 30, 26	+278	0.02%
Sanctuary Advisors, LLC	8.43K	Jun 30, 26	+471	0.02%
NewEdge Advisors, LLC	7.92K	Jun 30, 26	+1.11K	0.02%
Legacy Advisory Services, LLC	7.85K	Jun 30, 26	+270	0.02%
Mayfair Advisory Group, LLC	7.63K	Jun 30, 26	+16	0.02%
BROWN BROTHERS HARRIMAN & CO	7.49K	Jun 30, 26	--	0.02%
PARK AVENUE SECURITIES LLC	7.47K	Jun 30, 26	+345	0.02%
Advyzon Investment Management, LLC	7.40K	Jun 30, 26	+191	0.02%
Bill Few Associates, Inc.	6.70K	Jun 30, 26	+1.89K	0.02%
D.A. DAVIDSON & CO.	6.64K	Jun 30, 26	+94	0.02%
LITTLE HOUSE CAPITAL LLC	6.55K	Jun 30, 26	+304	0.02%
OneAscent Wealth Management LLC	6.55K	Jun 30, 26	+48	0.02%
EP Wealth Advisors, LLC	6.42K	Jun 30, 26	-258	0.02%
Clearstead Trust, LLC	6.41K	Jun 30, 26	+4.48K	0.02%
Keeler THomas Management LLC	6.17K	Jun 30, 26	+6.17K	0.02%
Diversified Trust Co	5.98K	Jun 30, 26	+214	0.01%
Lakeridge Wealth Management LLC	5.95K	Jun 30, 26	-27	0.01%
BESSEMER GROUP INC	5.75K	Jun 30, 26	-253	0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC	5.61K	Jun 30, 26	+5.61K	0.01%
Advisors Preferred, LLC	5.60K	Jun 30, 26	+5.60K	0.01%
Catalytic Wealth RIA, LLC	5.37K	Jun 30, 26	-5.46K	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	5.37K	Jun 30, 26	+1	0.01%
SFMG, LLC	5.26K	Jun 30, 26	+316	0.01%
Summit Financial, LLC	5.26K	Jun 30, 26	+25	0.01%
STAR Financial Bank	5.17K	Jun 30, 26	+262	0.01%
O'Connor Financial Group LLC	5.05K	Jun 30, 26	+17	0.01%
Mayflower Financial Advisors, LLC	4.90K	Jun 30, 26	+51	0.01%
NBH Bank	4.88K	Jun 30, 26	+4.88K	0.01%
Vann Equity Management LLC	4.83K	Jun 30, 26	+4.83K	0.01%
FINANCIAL MANAGEMENT NETWORK INC	4.68K	Jun 30, 26	-50	0.01%
1620 INVESTMENT ADVISORS, INC.	4.68K	Jun 30, 26	+66	0.01%
MONEY CONCEPTS CAPITAL CORP	4.46K	Jun 30, 26	+4.46K	0.01%
Align Financial, LLC	4.41K	Jun 30, 26	+44	0.01%
Bank of New York Mellon Corp	4.41K	Jun 30, 26	+67	0.01%
CARY STREET PARTNERS FINANCIAL LLC	4.39K	Jun 30, 26	--	0.01%
Park Edge Advisors, LLC	4.36K	Jun 30, 26	+945	0.01%
TRUE Private Wealth Advisors	4.32K	Jun 30, 26	+7	0.01%
TRED AVON FAMILY WEALTH, LLC	4.26K	Jun 30, 26	+4.26K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	4.25K	Jun 30, 26	+479	0.01%
AQR CAPITAL MANAGEMENT LLC	4.21K	Jun 30, 26	+4.21K	0.01%
Simplicity Wealth,LLC	4.19K	Jun 30, 26	+958	0.01%
MATHER GROUP, LLC.	4.07K	Jun 30, 26	--	0.01%
First National Advisers, LLC	4.05K	Jun 30, 26	--	0.01%
Firestone Capital Management	4.00K	Jun 30, 26	--	0.01%
Equitable Holdings, Inc.	3.84K	Jun 30, 26	--	0.01%
STIFEL FINANCIAL CORP	3.81K	Jun 30, 26	+560	0.01%
Atria Investments, Inc	3.70K	Jun 30, 26	+3.70K	0.01%
Haverford Trust Co	3.68K	Jun 30, 26	+3.68K	0.01%
Allspring Global Investments Holdings, LLC	3.67K	Jun 30, 26	-5.45K	0.01%
Capital Analysts, LLC	3.65K	Jun 30, 26	+555	0.01%
CITIZENS FINANCIAL GROUP INC/RI	3.53K	Jun 30, 26	--	0.01%
RENAISSANCE TECHNOLOGIES LLC	3.52K	Jun 30, 26	-1.48K	0.01%
IEQ CAPITAL, LLC	3.50K	Jun 30, 26	+395	0.01%
First Heartland Consultants, Inc.	3.46K	Jun 30, 26	-346	0.01%
GREAT LAKES ADVISORS, LLC	3.42K	Jun 30, 26	-361	0.01%
Van Cleef Asset Management,Inc	3.40K	Jun 30, 26	-484	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.39K	Jun 30, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.38K	Jun 30, 26	+3.38K	0.01%
RITHOLTZ WEALTH MANAGEMENT	3.30K	Jun 30, 26	+9	0.01%
Pitcairn Wealth Advisors LLC	3.22K	Jun 30, 26	+16	0.01%
Edgemoor Investment Advisors, Inc.	3.20K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	3.16K	Jun 30, 26	-179	0.01%
FIRST CITIZENS BANK & TRUST CO	3.12K	Jun 30, 26	--	0.01%
SevenBridge Financial Group, LLC	3.04K	Jun 30, 26	-56	0.01%
NTV ASSET MANAGEMENT LLC	2.98K	Jun 30, 26	--	0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO	2.97K	Jun 30, 26	+241	0.01%
WHITTIER TRUST CO OF NEVADA INC	2.95K	Jun 30, 26	+2.38K	0.01%
MASSMUTUAL TRUST CO FSB/ADV	2.94K	Jun 30, 26	+785	0.01%
Ballast Financial Advisors LLC	2.94K	Jun 30, 26	+200	0.01%
Integrated Wealth Concepts LLC	2.93K	Jun 30, 26	+2.93K	0.01%
SageView Advisory Group, LLC	2.92K	Jun 30, 26	--	0.01%
Savvy Advisors, Inc.	2.88K	Jun 30, 26	+86	0.01%
BlackRock, Inc.	2.78K	Jun 30, 26	+2.00K	0.01%
Opulen Financial Group LLC	2.74K	Jun 30, 26	-31	0.01%
Northstar Financial Companies, Inc.	2.73K	Jun 30, 26	+2.73K	0.01%
Advisors Capital Management, LLC	2.66K	Jun 30, 26	--	0.01%
M&T BANK CORP	2.63K	Jun 30, 26	--	0.01%
Essex Financial Services, Inc.	2.58K	Jun 30, 26	+2.58K	0.01%
Optivise Advisory Services LLC	2.51K	Jun 30, 26	+2.51K	0.01%
Sigma Planning Corp	2.50K	Jun 30, 26	+2.50K	0.01%
First Nebraska Trust Co	2.49K	Jun 30, 26	+2.49K	0.01%
AE Wealth Management LLC	2.44K	Jun 30, 26	+2.40K	0.01%
MEANS INVESTMENT CO., INC.	2.41K	Jun 30, 26	+2.41K	0.01%
J.W. COLE ADVISORS, INC.	2.39K	Jun 30, 26	+2.39K	0.01%
CM WEALTH ADVISORS LLC	2.23K	Jun 30, 26	+2.23K	0.01%
Spire Wealth Management	1.91K	Jun 30, 26	-390	0.00%
ASSETMARK, INC	1.64K	Jun 30, 26	+900	0.00%
Independence Bank of Kentucky	1.22K	Jun 30, 26	-165	0.00%
AlphaCore Capital LLC	1.17K	Jun 30, 26	--	0.00%
New Republic Capital, LLC	963	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	775	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	764	Jun 30, 26	-15.62K	0.00%
Global Retirement Partners, LLC	746	Jun 30, 26	+746	0.00%
Pinnacle Bancorp, Inc.	713	Jun 30, 26	+713	0.00%
SHP Wealth Management	666	Jun 30, 26	+1	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	513	Jun 30, 26	--	0.00%
SOUTH PLAINS FINANCIAL, INC.	463	Jun 30, 26	+463	0.00%
Cornerstone Planning Group LLC	461	Jun 30, 26	+10	0.00%
Vanguard National Trust Co	433	Jun 30, 26	+433	0.00%
Larson Financial Group LLC	400	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	368	Jun 30, 26	+2	0.00%
Twin Lakes Capital Management, LLC	334	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	241	Jun 30, 26	-117	0.00%
Piscataqua Savings Bank	220	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	205	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	143	Jun 30, 26	-800	0.00%
Westside Investment Management, Inc.	141	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	112	Jun 30, 26	-1.68K	0.00%
AMERIFLEX GROUP, INC.	88	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	75	Jun 30, 26	+75	0.00%
Qube Research & Technologies Ltd	54	Jun 30, 26	+54	0.00%
IFP Advisors, Inc	50	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	50	Jun 30, 26	-35	0.00%
Abound Wealth Management	41	Jun 30, 26	+41	0.00%
Ashton Thomas Private Wealth, LLC	37	Jun 30, 26	--	0.00%
DT Investment Partners, LLC	20	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1	Jun 30, 26	--	0.00%
Golden State Equity Partners	--	Jun 30, 26	-754	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-44.95K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-207	--
IHT Wealth Management, LLC	--	Jun 30, 26	-4.40K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-290	--
TRUST CO OF OKLAHOMA	--	Jun 30, 26	-5.79K	--
OLD NATIONAL BANCORP /IN/	--	Jun 30, 26	-8.98K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-47.74K	--
Dixon Mitchell Investment Counsel Inc.	--	Jun 30, 26	-34	--
MWA Asset Management	--	Jun 30, 26	-878	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-2.90K	--
Value Investment Professionals, LLC	--	Jun 30, 26	-3.75K	--
CWM, LLC	13.25K	Mar 31, 26	+3	0.03%
Charter Oak Capital Management, LLC	13.18K	Mar 31, 26	-533	0.03%
Bank of Jackson Hole Trust	780	Mar 31, 26	+780	0.00%
Vantage Financial Partners, LLC	3.78K	Dec 31, 25	-109	0.01%
COMERICA BANK	1.58K	Dec 31, 25	-5.32K	0.00%
CIBC Private Wealth Group, LLC	1.25K	Dec 31, 25	+157	0.00%
ORG Partners LLC	754	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-167	--
Glenmede Investment Management, LP	3.40M	Sep 30, 25	+473.94K	8.51%
AVANTAX ADVISORY SERVICES, INC.	16.26K	Jun 30, 25	-11.24K	0.04%
Congress Wealth Management LLC / DE /	--	Jun 30, 25	-17.64K	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-6.59K	--
Orion Portfolio Solutions, LLC	120.50K	Mar 31, 25	-30.34K	0.30%
Bremer Bank National Association	8.98K	Mar 31, 25	--	0.02%
Lindbrook Capital, LLC	--	Mar 31, 25	-3.35K	--
Treynor Bancshares, Inc.	6.75K	Dec 31, 24	+1.51K	0.02%
RAYMOND JAMES & ASSOCIATES	105.78K	Sep 30, 24	+57.53K	0.26%
Raymond James Financial Services Advisors, Inc.	31.29K	Sep 30, 24	+12.52K	0.08%
Carmichael Hill & Associates, Inc.	2.36K	Sep 30, 24	-8	0.01%
FinTrust Capital Advisors, LLC	232	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	100	Sep 30, 24	--	0.00%
HERITAGE WEALTH MANAGEMENT, LLC	193.72K	Jun 30, 24	-6.99K	0.48%
Strategic Wealth Partners Group LLC	182.25K	Mar 31, 24	+7.18K	0.46%
Cetera Advisor Networks LLC	5.96K	Mar 31, 24	-4.16K	0.01%
Simplicity Solutions, LLC	11.71K	Dec 31, 23	+1.45K	0.03%
Bridgeworth, LLC	11.25K	Dec 31, 23	+132	0.03%
DFPG INVESTMENTS, LLC	10.75K	Dec 31, 23	+963	0.03%
Baystate Wealth Management LLC	84	Dec 31, 23	--	0.00%
WealthOne, LLC	249.98K	Sep 30, 23	+5.98K	0.62%
COLONY GROUP LLC	128.70K	Sep 30, 23	-2.72K	0.32%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	36.42K	Sep 30, 23	+1.15K	0.09%
PATHSTONE FAMILY OFFICE, LLC	10.52K	Sep 30, 23	--	0.03%
Southern Wealth Management, LLP	16.83K	Mar 31, 23	+2.58K	0.04%
Cribstone Capital Management, LLC	9.24K	Dec 31, 22	+5.98K	0.02%
Sargent Bickham Lagudis LLC	--	Dec 31, 22	-3.14K	--
Surevest, LLC	122.88K	Sep 30, 22	-92	0.31%
55I, LLC	24.09K	Sep 30, 22	-162	0.06%
DOWLING & YAHNKE LLC	11.13K	Sep 30, 22	+91	0.03%
Spearhead Capital Advisors, LLC	6.85K	Sep 30, 22	--	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	2.00K	Sep 30, 22	+2.00K	0.00%
American Portfolios Advisors	1.35K	Sep 30, 22	--	0.00%
CPWM, LLC	--	Sep 30, 22	-24.00K	--
Lake Point Wealth Management	1.41K	Jun 30, 22	+259	0.00%
Karn, Couzens & Associates, Inc.	4.36K	Mar 31, 22	+488	0.01%
Altavista Wealth Management, Inc.	31.00K	Dec 31, 21	+531	0.08%
NEXT Financial Group, Inc	500	Dec 31, 21	+500	0.00%
Epstein & White Financial LLC	192.82K	Jun 30, 21	+8.32K	0.48%
BRINKER CAPITAL INC	193.60K	Jun 30, 20	+2.41K	0.48%
Advisor Group, Inc.	3.81K	Dec 31, 19	+122	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	500	Dec 31, 19	--	0.00%

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

GLENMEDE TRUST CO NA

4.79M

Jun 30, 26

+377.33K

11.97%

FIFTH THIRD BANCORP

3.48M

Jun 30, 26

+421.17K

8.69%

BANK OF MONTREAL /CAN/

2.32M

Jun 30, 26

+593.34K

5.81%

BANK OF AMERICA CORP /DE/

1.76M

Jun 30, 26

-355.57K

4.40%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

1.50M

Jun 30, 26

3.76%

WELLINGTON MANAGEMENT GROUP LLP

1.09M

Jun 30, 26

+1.09M

2.71%

FMR LLC

1.08M

Jun 30, 26

+142.17K

2.70%

CENTRAL TRUST Co

1.05M

Jun 30, 26

+96.78K

2.61%

Colony Group, LLC

776.24K

Jun 30, 26

+12.55K

1.94%

UBS Group AG

774.68K

Jun 30, 26

+190.81K

1.94%

COLDSTREAM CAPITAL MANAGEMENT INC

690.73K

Jun 30, 26

-84.30K

1.73%

Cresset Asset Management, LLC

650.97K

Jun 30, 26

-9.07K

1.63%

Wealthspire Advisors, LLC

562.62K

Jun 30, 26

+22.28K

1.41%

Gerber Kawasaki Wealth & Investment Management

519.30K

Jun 30, 26

+16.96K

1.30%

RAYMOND JAMES FINANCIAL INC

496.88K

Jun 30, 26

+51.82K

1.24%

IMA Wealth, Inc.

491.51K

Jun 30, 26

+491.51K

1.23%

BLAIR WILLIAM & CO/IL

480.20K

Jun 30, 26

+65.79K

1.20%

US BANCORP \DE\

382.48K

Jun 30, 26

+2.62K

0.96%

JPMORGAN CHASE & CO

377.55K

Jun 30, 26

+33.22K

0.94%

GOLDMAN SACHS GROUP INC

367.95K

Jun 30, 26

+290.58K

0.92%

TRUIST FINANCIAL CORP

353.44K

Jun 30, 26

+51.16K

0.88%

Diesslin Group, Inc.

351.00K

Jun 30, 26

+59.81K

0.88%

LPL Financial LLC

281.07K

Jun 30, 26

+66.28K

0.70%

Badgley Phelps Wealth Managers, LLC

279.50K

Jun 30, 26

+279.50K

0.70%

WESTWOOD HOLDINGS GROUP INC

274.86K

Jun 30, 26

+13.89K

0.69%

ADVISOR GROUP HOLDINGS, INC.

273.68K

Jun 30, 26

+202.55K

0.68%

ENVESTNET ASSET MANAGEMENT INC

264.67K

Jun 30, 26

-11.67K

0.66%

Wealthcare Advisory Partners LLC

257.37K

Jun 30, 26

-14.39K

0.64%

CWA Asset Management Group, LLC

205.08K

Jun 30, 26

+17.94K

0.51%

RMB Capital Management, LLC

203.41K

Jun 30, 26

+47.78K

0.51%

Janney Montgomery Scott LLC

189.53K

Jun 30, 26

+57.14K

0.47%

SigFig Wealth Management, LLC

176.92K

Jun 30, 26

+19.68K

0.44%

Brio Consultants, LLC

176.44K

Jun 30, 26

+3.39K

0.44%

CATALYST FINANCIAL PARTNERS LLC

172.78K

Jun 30, 26

+8.59K

0.43%

SFAM, LLC

169.32K

Jun 30, 26

-6.29K

0.42%

Pensionmark Financial Group, LLC

162.75K

Jun 30, 26

-319

0.41%

Vestmark Advisory Solutions, Inc.

160.34K

Jun 30, 26

-2.75K

0.40%

HARBOR CAPITAL ADVISORS, INC.

150.91K

Jun 30, 26

+147.24K

0.38%

AMERIPRISE FINANCIAL INC

150.64K

Jun 30, 26

+100.75K

0.38%

Berger Financial Group, Inc

142.27K

Jun 30, 26

-1.19K

0.36%

DIMENSION CAPITAL MANAGEMENT LLC

140.44K

Jun 30, 26

+136.78K

0.35%

Rossby Financial, LCC

136.45K

Jun 30, 26

+10.23K

0.34%

CONGRESS ASSET MANAGEMENT CO /MA

133.72K

Jun 30, 26

-105.36K

0.33%

HighTower Advisors, LLC

128.16K

Jun 30, 26

+31.82K

0.32%

CMH Wealth Management LLC

127.14K

Jun 30, 26

+2.09K

0.32%

CIBC WORLD MARKET INC.

122.98K

Jun 30, 26

-170

0.31%

Cerity Partners LLC

122.89K

Jun 30, 26

+90.96K

0.31%

ROGCO, LP

112.17K

Jun 30, 26

+1.05K

0.28%

ROYAL BANK OF CANADA

111.70K

Jun 30, 26

+76.23K

0.28%

JOHNSON INVESTMENT COUNSEL INC

110.93K

Jun 30, 26

+93.59K

0.28%

Mariner, LLC

107.74K

Jun 30, 26

+16.90K

0.27%

Rockefeller Capital Management L.P.

107.57K

Jun 30, 26

+18.11K

0.27%

Benchmark Financial Wealth Advisors, LLC

92.21K

Jun 30, 26

+4.24K

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

91.16K

Jun 30, 26

-2.08K

0.23%

Pacific Excel Wealth Advisors, Inc.

89.99K

Jun 30, 26

+89.99K

0.22%

Heritage Family Offices, LLP

89.99K

Jun 30, 26

-62.46K

0.22%

Pure Financial Advisors, LLC

88.73K

Jun 30, 26

+24.25K

0.22%

MORGAN STANLEY

88.29K

Jun 30, 26

-16.75K

0.22%

Concurrent Investment Advisors, LLC

87.04K

Jun 30, 26

+87.04K

0.22%

Brinker Capital Investments, LLC

86.87K

Jun 30, 26

-14.99K

0.22%

CIBC Bancorp USA Inc.

83.01K

Jun 30, 26

+61.86K

0.21%

MML INVESTORS SERVICES, LLC

75.92K

Jun 30, 26

+21.40K

0.19%

Kendall Capital Management

73.61K

Jun 30, 26

-281.33K

0.18%

James J. Burns & Company, LLC

73.21K

Jun 30, 26

-564

0.18%

CX Institutional

69.16K

Jun 30, 26

-549

0.17%

Resources Investment Advisors, LLC.

66.57K

Jun 30, 26

-5.21K

0.17%

Trek Financial, LLC

63.42K

Jun 30, 26

+9.19K

0.16%

MAI Capital Management

60.24K

Jun 30, 26

+106

0.15%

WorthPointe, LLC

54.64K

Jun 30, 26

+2.80K

0.14%

FULLER & THALER ASSET MANAGEMENT, INC.

54.36K

Jun 30, 26

-20.09K

0.14%

CITY NATIONAL BANK OF FLORIDA /MSD

54.27K

Jun 30, 26

-669

0.14%

Cartesian Growth Corp

50.55K

Jun 30, 26

-863

0.13%

GUIDANCE CAPITAL, INC

45.83K

Jun 30, 26

+3.22K

0.11%

Retirement Planning Group

45.39K

Jun 30, 26

-254

0.11%

WELLS FARGO & COMPANY/MN

43.09K

Jun 30, 26

+12.53K

0.11%

WHITTIER TRUST CO

40.12K

Jun 30, 26

+1.15K

0.10%

STEPHENS INC /AR/

36.63K

Jun 30, 26

+32.04K

0.09%

VOYA INVESTMENT MANAGEMENT LLC

35.20K

Jun 30, 26

+16.54K

0.09%

Fifth Third Wealth Advisors LLC

34.66K

Jun 30, 26

+20.41K

0.09%

Smartleaf Asset Management LLC

34.20K

Jun 30, 26

0.09%

QP WEALTH MANAGEMENT, LLC

34.05K

Jun 30, 26

-262

0.09%

Evernest Financial Advisors, LLC

32.49K

Jun 30, 26

0.08%

RAFFA WEALTH MANAGEMENT, LLC

30.94K

Jun 30, 26

-1.37K

0.08%

Centerpoint Advisors, LLC

30.02K

Jun 30, 26

-622

0.07%

Kestra Advisory Services, LLC

29.89K

Jun 30, 26

+8.65K

0.07%

Mechanics Financial Corp

28.51K

Jun 30, 26

+17.12K

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

28.43K

Jun 30, 26

+751

0.07%

Altman Advisors, Inc.

27.99K

Jun 30, 26

+4.04K

0.07%

CITIGROUP INC

27.78K

Jun 30, 26

-3.28K

0.07%

Quantinno Capital Management LP

27.68K

Jun 30, 26

+3.52K

0.07%

NORTHERN TRUST CORP

26.14K

Jun 30, 26

0.07%

CAPTRUST FINANCIAL ADVISORS

25.38K

Jun 30, 26

-550

0.06%

Advisory Solutions Group, LLC

24.90K

Jun 30, 26

+24.90K

0.06%

TOUNJIAN ADVISORY PARTNERS, LLC

24.57K

Jun 30, 26

+24.57K

0.06%

Spartan Wealth Advisory Services LLC

24.46K

Jun 30, 26

+736

0.06%

Single Point Partners, LLC

22.78K

Jun 30, 26

+4.89K

0.06%

KLINGENSTEIN FIELDS & CO LP

22.70K

Jun 30, 26

0.06%

Steward Partners Investment Advisory, LLC

22.39K

Jun 30, 26

0.06%

MainStreet Investment Advisors LLC

21.98K

Jun 30, 26

+18.19K

0.05%

CI Private Wealth, LLC

21.69K

Jun 30, 26

+5.82K

0.05%

PINNACLE ASSOCIATES LTD

20.99K

Jun 30, 26

0.05%

Pinnacle Wealth Management Advisory Group, LLC

20.99K

Jun 30, 26

0.05%

Prepared Retirement Institute LLC

20.34K

Jun 30, 26

+20.34K

0.05%

QUADRANT CAPITAL GROUP LLC

20.27K

Jun 30, 26

-2.56K

0.05%

Cornerstone Financial Group, LLC /NE/

19.19K

Jun 30, 26

+407

0.05%

HF Advisory Group, LLC

19.04K

Jun 30, 26

-260

0.05%

HUNTINGTON NATIONAL BANK

18.70K

Jun 30, 26

+1.77K

0.05%

Callan Family Office, LLC

18.58K

Jun 30, 26

-6.57K

0.05%

QRG CAPITAL MANAGEMENT, INC.

18.49K

Jun 30, 26

+5.44K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

18.30K

Jun 30, 26

+13.17K

0.05%

Andina Capital Management, LLC

18.22K

Jun 30, 26

-6.80K

0.05%

Creative Planning

18.13K

Jun 30, 26

+4.24K

0.05%

Cetera Investment Advisers

17.52K

Jun 30, 26

+300

0.04%

Ulland Investment Advisors, LLC

17.21K

Jun 30, 26

-50

0.04%

TD PRIVATE CLIENT WEALTH LLC

16.76K

Jun 30, 26

+11.42K

0.04%

Private Advisor Group, LLC

14.85K

Jun 30, 26

-2.89K

0.04%

BOYUM WEALTH ARCHITECTS LLC

14.76K

Jun 30, 26

+2.09K

0.04%

Fidelis Wealth Advisors LLC

14.12K

Jun 30, 26

+14.12K

0.04%

Cambridge Investment Research Advisors, Inc.

13.95K

Jun 30, 26

-187

0.03%

JONES FINANCIAL COMPANIES LLLP

13.61K

Jun 30, 26

+5.82K

0.03%

Farther Finance Advisors, LLC

12.60K

Jun 30, 26

-847

0.03%

Apollon Wealth Management, LLC

12.50K

Jun 30, 26

+82

0.03%

TFR Capital, LLC.

12.15K

Jun 30, 26

-252

0.03%

Chevy Chase Trust Holdings, LLC

11.88K

Jun 30, 26

+11.88K

0.03%

D. E. Shaw & Co., Inc.

11.85K

Jun 30, 26

0.03%

SIERRA SUMMIT ADVISORS LLC

11.81K

Jun 30, 26

+204

0.03%

BBR PARTNERS, LLC

11.21K

Jun 30, 26

0.03%

RFG Advisory, LLC

11.20K

Jun 30, 26

0.03%

L.K. Benson & Company, P.C.

10.77K

Jun 30, 26

-373

0.03%

Annis Gardner Whiting Capital Advisors, LLC

10.74K

Jun 30, 26

+8.80K

0.03%

USAdvisors Wealth Management, LLC

10.67K

Jun 30, 26

-784

0.03%

REGIONS FINANCIAL CORP

10.33K

Jun 30, 26

-125

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

10.31K

Jun 30, 26

+902

0.03%

SILVERCREST ASSET MANAGEMENT GROUP LLC

10.25K

Jun 30, 26

-2.25K

0.03%

Talisman Wealth Advisors LLC

10.17K

Jun 30, 26

+10.17K

0.03%

Kovack Advisors, Inc.

10.15K

Jun 30, 26

+185

0.03%

CERTUITY, LLC

9.95K

Jun 30, 26

-2

0.02%

Diversify Advisory Services, LLC

9.94K

Jun 30, 26

+9.94K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.94K

Jun 30, 26

+3.75K

0.02%

Betterment LLC

9.73K

Jun 30, 26

+4.65K

0.02%

Savant Capital, LLC

9.68K

Jun 30, 26

-136

0.02%

Fairman Group, LLC

9.15K

Jun 30, 26

+1.90K

0.02%

ARCADIA INVESTMENT ADVISORS LLC

9.06K

Jun 30, 26

+9.06K

0.02%

Thayer Financial, L.L.C.

8.91K

Jun 30, 26

-146

0.02%

Perigon Wealth Management, LLC

8.66K

Jun 30, 26

+278

0.02%

Sanctuary Advisors, LLC

8.43K

Jun 30, 26

+471

0.02%

NewEdge Advisors, LLC

7.92K

Jun 30, 26

+1.11K

0.02%

Legacy Advisory Services, LLC

7.85K

Jun 30, 26

+270

0.02%

Mayfair Advisory Group, LLC

7.63K

Jun 30, 26

+16

0.02%

BROWN BROTHERS HARRIMAN & CO

7.49K

Jun 30, 26

0.02%

PARK AVENUE SECURITIES LLC

7.47K

Jun 30, 26

+345

0.02%

Advyzon Investment Management, LLC

7.40K

Jun 30, 26

+191

0.02%

Bill Few Associates, Inc.

6.70K

Jun 30, 26

+1.89K

0.02%

D.A. DAVIDSON & CO.

6.64K

Jun 30, 26

+94

0.02%

LITTLE HOUSE CAPITAL LLC

6.55K

Jun 30, 26

+304

0.02%

OneAscent Wealth Management LLC

6.55K

Jun 30, 26

+48

0.02%

EP Wealth Advisors, LLC

6.42K

Jun 30, 26

-258

0.02%

Clearstead Trust, LLC

6.41K

Jun 30, 26

+4.48K

0.02%

Keeler THomas Management LLC

6.17K

Jun 30, 26

+6.17K

0.02%

Diversified Trust Co

5.98K

Jun 30, 26

+214

0.01%

Lakeridge Wealth Management LLC

5.95K

Jun 30, 26

-27

0.01%

BESSEMER GROUP INC

5.75K

Jun 30, 26

-253

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

5.61K

Jun 30, 26

+5.61K

0.01%

Advisors Preferred, LLC

5.60K

Jun 30, 26

+5.60K

0.01%

Catalytic Wealth RIA, LLC

5.37K

Jun 30, 26

-5.46K

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

5.37K

Jun 30, 26

0.01%

SFMG, LLC

5.26K

Jun 30, 26

+316

0.01%

Summit Financial, LLC

5.26K

Jun 30, 26

+25

0.01%

STAR Financial Bank

5.17K

Jun 30, 26

+262

0.01%

O'Connor Financial Group LLC

5.05K

Jun 30, 26

+17

0.01%

Mayflower Financial Advisors, LLC

4.90K

Jun 30, 26

+51

0.01%

NBH Bank

4.88K

Jun 30, 26

+4.88K

0.01%

Vann Equity Management LLC

4.83K

Jun 30, 26

+4.83K

0.01%

FINANCIAL MANAGEMENT NETWORK INC

4.68K

Jun 30, 26

-50

0.01%

1620 INVESTMENT ADVISORS, INC.

4.68K

Jun 30, 26

+66

0.01%

MONEY CONCEPTS CAPITAL CORP

4.46K

Jun 30, 26

+4.46K

0.01%

Align Financial, LLC

4.41K

Jun 30, 26

+44

0.01%

Bank of New York Mellon Corp

4.41K

Jun 30, 26

+67

0.01%

CARY STREET PARTNERS FINANCIAL LLC

4.39K

Jun 30, 26

0.01%

Park Edge Advisors, LLC

4.36K

Jun 30, 26

+945

0.01%

TRUE Private Wealth Advisors

4.32K

Jun 30, 26

0.01%

TRED AVON FAMILY WEALTH, LLC

4.26K

Jun 30, 26

+4.26K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

4.25K

Jun 30, 26

+479

0.01%

AQR CAPITAL MANAGEMENT LLC

4.21K

Jun 30, 26

+4.21K

0.01%

Simplicity Wealth,LLC

4.19K

Jun 30, 26

+958

0.01%

MATHER GROUP, LLC.

4.07K

Jun 30, 26

0.01%

First National Advisers, LLC

4.05K

Jun 30, 26

0.01%

Firestone Capital Management

4.00K

Jun 30, 26

0.01%

Equitable Holdings, Inc.

3.84K

Jun 30, 26

0.01%

STIFEL FINANCIAL CORP

3.81K

Jun 30, 26

+560

0.01%

Atria Investments, Inc

3.70K

Jun 30, 26

+3.70K

0.01%

Haverford Trust Co

3.68K

Jun 30, 26

+3.68K

0.01%

Allspring Global Investments Holdings, LLC

3.67K

Jun 30, 26

-5.45K

0.01%

Capital Analysts, LLC

3.65K

Jun 30, 26

+555

0.01%

CITIZENS FINANCIAL GROUP INC/RI

3.53K

Jun 30, 26

0.01%

RENAISSANCE TECHNOLOGIES LLC

3.52K

Jun 30, 26

-1.48K

0.01%

IEQ CAPITAL, LLC

3.50K

Jun 30, 26

+395

0.01%

First Heartland Consultants, Inc.

3.46K

Jun 30, 26

-346

0.01%

GREAT LAKES ADVISORS, LLC

3.42K

Jun 30, 26

-361

0.01%

Van Cleef Asset Management,Inc

3.40K

Jun 30, 26

-484

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.39K

Jun 30, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.38K

Jun 30, 26

+3.38K

0.01%

RITHOLTZ WEALTH MANAGEMENT

3.30K

Jun 30, 26

0.01%

Pitcairn Wealth Advisors LLC

3.22K

Jun 30, 26

+16

0.01%

Edgemoor Investment Advisors, Inc.

3.20K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

3.16K

Jun 30, 26

-179

0.01%

FIRST CITIZENS BANK & TRUST CO

3.12K

Jun 30, 26

0.01%

SevenBridge Financial Group, LLC

3.04K

Jun 30, 26

-56

0.01%

NTV ASSET MANAGEMENT LLC

2.98K

Jun 30, 26

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

2.97K

Jun 30, 26

+241

0.01%

WHITTIER TRUST CO OF NEVADA INC

2.95K

Jun 30, 26

+2.38K

0.01%

MASSMUTUAL TRUST CO FSB/ADV

2.94K

Jun 30, 26

+785

0.01%

Ballast Financial Advisors LLC

2.94K

Jun 30, 26

+200

0.01%

Integrated Wealth Concepts LLC

2.93K

Jun 30, 26

+2.93K

0.01%

SageView Advisory Group, LLC

2.92K

Jun 30, 26

0.01%

Savvy Advisors, Inc.

2.88K

Jun 30, 26

+86

0.01%

BlackRock, Inc.

2.78K

Jun 30, 26

+2.00K

0.01%

Opulen Financial Group LLC

2.74K

Jun 30, 26

-31

0.01%

Northstar Financial Companies, Inc.

2.73K

Jun 30, 26

+2.73K

0.01%

Advisors Capital Management, LLC

2.66K

Jun 30, 26

0.01%

M&T BANK CORP

2.63K

Jun 30, 26

0.01%

Essex Financial Services, Inc.

2.58K

Jun 30, 26

+2.58K

0.01%

Optivise Advisory Services LLC

2.51K

Jun 30, 26

+2.51K

0.01%

Sigma Planning Corp

2.50K

Jun 30, 26

+2.50K

0.01%

First Nebraska Trust Co

2.49K

Jun 30, 26

+2.49K

0.01%

AE Wealth Management LLC

2.44K

Jun 30, 26

+2.40K

0.01%

MEANS INVESTMENT CO., INC.

2.41K

Jun 30, 26

+2.41K

0.01%

J.W. COLE ADVISORS, INC.

2.39K

Jun 30, 26

+2.39K

0.01%

CM WEALTH ADVISORS LLC

2.23K

Jun 30, 26

+2.23K

0.01%

Spire Wealth Management

1.91K

Jun 30, 26

-390

0.00%

ASSETMARK, INC

1.64K

Jun 30, 26

+900

0.00%

Independence Bank of Kentucky

1.22K

Jun 30, 26

-165

0.00%

AlphaCore Capital LLC

1.17K

Jun 30, 26

0.00%

New Republic Capital, LLC

963

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

775

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

764

Jun 30, 26

-15.62K

0.00%

Global Retirement Partners, LLC

746

Jun 30, 26

+746

0.00%

Pinnacle Bancorp, Inc.

713

Jun 30, 26

+713

0.00%

SHP Wealth Management

666

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

513

Jun 30, 26

0.00%

SOUTH PLAINS FINANCIAL, INC.

463

Jun 30, 26

+463

0.00%

Cornerstone Planning Group LLC

461

Jun 30, 26

+10

0.00%

Vanguard National Trust Co

433

Jun 30, 26

+433

0.00%

Larson Financial Group LLC

400

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

368

Jun 30, 26

0.00%

Twin Lakes Capital Management, LLC

334

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

241

Jun 30, 26

-117

0.00%

Piscataqua Savings Bank

220

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

205

Jun 30, 26

0.00%

Parallel Advisors, LLC

143

Jun 30, 26

-800

0.00%

Westside Investment Management, Inc.

141

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

112

Jun 30, 26

-1.68K

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+75

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

+54

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

-35

0.00%

Abound Wealth Management

Jun 30, 26

+41

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

DT Investment Partners, LLC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Golden State Equity Partners

Jun 30, 26

-754

FLOW TRADERS U.S. LLC

Jun 30, 26

-44.95K

Global Wealth Strategies & Associates

Jun 30, 26

-207

IHT Wealth Management, LLC

Jun 30, 26

-4.40K

Destiny Wealth Partners, LLC

Jun 30, 26

-290

TRUST CO OF OKLAHOMA

Jun 30, 26

-5.79K

OLD NATIONAL BANCORP /IN/

Jun 30, 26

-8.98K

JANE STREET GROUP, LLC

Jun 30, 26

-47.74K

Dixon Mitchell Investment Counsel Inc.

Jun 30, 26

-34

MWA Asset Management

Jun 30, 26

-878

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-2.90K

Value Investment Professionals, LLC

Jun 30, 26

-3.75K

CWM, LLC

13.25K

Mar 31, 26

0.03%

Charter Oak Capital Management, LLC

13.18K

Mar 31, 26

-533

0.03%

Bank of Jackson Hole Trust

780

Mar 31, 26

+780

0.00%

Vantage Financial Partners, LLC

3.78K

Dec 31, 25

-109

0.01%

COMERICA BANK

1.58K

Dec 31, 25

-5.32K

0.00%

CIBC Private Wealth Group, LLC

1.25K

Dec 31, 25

+157

0.00%

ORG Partners LLC

754

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-167

Glenmede Investment Management, LP

3.40M

Sep 30, 25

+473.94K

8.51%

AVANTAX ADVISORY SERVICES, INC.

16.26K

Jun 30, 25

-11.24K

0.04%

Congress Wealth Management LLC / DE /

Jun 30, 25

-17.64K

Atria Wealth Solutions, Inc.

Jun 30, 25

-6.59K

Orion Portfolio Solutions, LLC

120.50K

Mar 31, 25

-30.34K

0.30%

Bremer Bank National Association

8.98K

Mar 31, 25

0.02%

Lindbrook Capital, LLC

Mar 31, 25

-3.35K

Treynor Bancshares, Inc.

6.75K

Dec 31, 24

+1.51K

0.02%

RAYMOND JAMES & ASSOCIATES

105.78K

Sep 30, 24

+57.53K

0.26%

Raymond James Financial Services Advisors, Inc.

31.29K

Sep 30, 24

+12.52K

0.08%

Carmichael Hill & Associates, Inc.

2.36K

Sep 30, 24

-8

0.01%

FinTrust Capital Advisors, LLC

232

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

100

Sep 30, 24

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

193.72K

Jun 30, 24

-6.99K

0.48%

Strategic Wealth Partners Group LLC

182.25K

Mar 31, 24

+7.18K

0.46%

Cetera Advisor Networks LLC

5.96K

Mar 31, 24

-4.16K

0.01%

Simplicity Solutions, LLC

11.71K

Dec 31, 23

+1.45K

0.03%

Bridgeworth, LLC

11.25K

Dec 31, 23

+132

0.03%

DFPG INVESTMENTS, LLC

10.75K

Dec 31, 23

+963

0.03%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

WealthOne, LLC

249.98K

Sep 30, 23

+5.98K

0.62%

COLONY GROUP LLC

128.70K

Sep 30, 23

-2.72K

0.32%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

36.42K

Sep 30, 23

+1.15K

0.09%

PATHSTONE FAMILY OFFICE, LLC

10.52K

Sep 30, 23

0.03%

Southern Wealth Management, LLP

16.83K

Mar 31, 23

+2.58K

0.04%

Cribstone Capital Management, LLC

9.24K

Dec 31, 22

+5.98K

0.02%

Sargent Bickham Lagudis LLC

Dec 31, 22

-3.14K

Surevest, LLC

122.88K

Sep 30, 22

-92

0.31%

55I, LLC

24.09K

Sep 30, 22

-162

0.06%

DOWLING & YAHNKE LLC

11.13K

Sep 30, 22

+91

0.03%

Spearhead Capital Advisors, LLC

6.85K

Sep 30, 22

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

2.00K

Sep 30, 22

+2.00K

0.00%

American Portfolios Advisors

1.35K

Sep 30, 22

0.00%

CPWM, LLC

Sep 30, 22

-24.00K

Lake Point Wealth Management

1.41K

Jun 30, 22

+259

0.00%

Karn, Couzens & Associates, Inc.

4.36K

Mar 31, 22

+488

0.01%

Altavista Wealth Management, Inc.

31.00K

Dec 31, 21

+531

0.08%

NEXT Financial Group, Inc

500

Dec 31, 21

+500

0.00%

Epstein & White Financial LLC

192.82K

Jun 30, 21

+8.32K

0.48%

BRINKER CAPITAL INC

193.60K

Jun 30, 20

+2.41K

0.48%

Advisor Group, Inc.

3.81K

Dec 31, 19

+122

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

500

Dec 31, 19

0.00%