iShares Russell 2500 ETF(SMMD)

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iShares Russell 2500 ETF(SMMD)

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$90.98—

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SMMD(SMMD)

SMMD

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Institutional Ownership

Top 290 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-207	--
GLENMEDE TRUST CO NA	4.41M	Mar 31, 26	+475.97K	11.81%
FIFTH THIRD BANCORP	3.06M	Mar 31, 26	+2.54M	8.19%
BANK OF AMERICA CORP /DE/	2.12M	Mar 31, 26	-1.12M	5.66%
BANK OF MONTREAL /CAN/	1.73M	Mar 31, 26	+1.73M	4.63%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	1.50M	Mar 31, 26	--	4.03%
CENTRAL TRUST Co	949.68K	Mar 31, 26	+202.29K	2.54%
FMR LLC	940.39K	Mar 31, 26	+63.26K	2.52%
COLDSTREAM CAPITAL MANAGEMENT INC	775.03K	Mar 31, 26	-72.82K	2.07%
Colony Group, LLC	763.70K	Mar 31, 26	+5.70K	2.04%
Cresset Asset Management, LLC	660.04K	Mar 31, 26	+15.05K	1.77%
UBS Group AG	583.87K	Mar 31, 26	+184.77K	1.56%
Wealthspire Advisors, LLC	540.33K	Mar 31, 26	+32.75K	1.45%
Gerber Kawasaki Wealth & Investment Management	502.33K	Mar 31, 26	+31.28K	1.34%
RAYMOND JAMES FINANCIAL INC	445.06K	Mar 31, 26	+88.12K	1.19%
BLAIR WILLIAM & CO/IL	414.41K	Mar 31, 26	-65.55K	1.11%
US BANCORP \DE\	379.86K	Mar 31, 26	+39.00K	1.02%
Kendall Capital Management	354.94K	Mar 31, 26	+2.08K	0.95%
JPMORGAN CHASE & CO	344.33K	Mar 31, 26	+258.46K	0.92%
TRUIST FINANCIAL CORP	302.28K	Mar 31, 26	+77.79K	0.81%
ENVESTNET ASSET MANAGEMENT INC	276.34K	Mar 31, 26	+68.62K	0.74%
Wealthcare Advisory Partners LLC	271.76K	Mar 31, 26	+11.81K	0.73%
WESTWOOD HOLDINGS GROUP INC	260.97K	Mar 31, 26	+58.91K	0.70%
CONGRESS ASSET MANAGEMENT CO /MA	239.07K	Mar 31, 26	-1.09K	0.64%
LPL Financial LLC	214.79K	Mar 31, 26	+32.42K	0.57%
CWA Asset Management Group, LLC	187.14K	Mar 31, 26	+13.64K	0.50%
Brio Consultants, LLC	173.04K	Mar 31, 26	+63.76K	0.46%
CATALYST FINANCIAL PARTNERS LLC	164.19K	Mar 31, 26	+35.94K	0.44%
Vestmark Advisory Solutions, Inc.	163.09K	Mar 31, 26	-160.35K	0.44%
Pensionmark Financial Group, LLC	163.07K	Mar 31, 26	-160.35K	0.44%
SigFig Wealth Management, LLC	157.24K	Mar 31, 26	+24.37K	0.42%
RMB Capital Management, LLC	155.63K	Mar 31, 26	-6.55K	0.42%
Heritage Family Offices, LLP	152.44K	Mar 31, 26	-72.39K	0.41%
Berger Financial Group, Inc	143.46K	Mar 31, 26	+2.38K	0.38%
Janney Montgomery Scott LLC	132.40K	Mar 31, 26	+18.61K	0.35%
Rossby Financial, LCC	126.21K	Mar 31, 26	+16.43K	0.34%
CMH Wealth Management LLC	125.05K	Mar 31, 26	-1.20K	0.33%
CIBC WORLD MARKET INC.	123.15K	Mar 31, 26	+35.00K	0.33%
ROGCO, LP	111.11K	Mar 31, 26	+111.11K	0.30%
MORGAN STANLEY	105.04K	Mar 31, 26	+29.55K	0.28%
Brinker Capital Investments, LLC	101.86K	Mar 31, 26	-52.49K	0.27%
HighTower Advisors, LLC	96.34K	Mar 31, 26	-485	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	93.23K	Mar 31, 26	-12.45K	0.25%
Mariner, LLC	90.84K	Mar 31, 26	+1.18K	0.24%
Rockefeller Capital Management L.P.	89.46K	Mar 31, 26	+11.07K	0.24%
Benchmark Financial Wealth Advisors, LLC	87.97K	Mar 31, 26	+9.88K	0.24%
GOLDMAN SACHS GROUP INC	77.37K	Mar 31, 26	+58.17K	0.21%
FULLER & THALER ASSET MANAGEMENT, INC.	74.45K	Mar 31, 26	+52.84K	0.20%
James J. Burns & Company, LLC	73.78K	Mar 31, 26	-1.44K	0.20%
Resources Investment Advisors, LLC.	71.78K	Mar 31, 26	-6.48K	0.19%
ADVISOR GROUP HOLDINGS, INC.	71.13K	Mar 31, 26	-249.78K	0.19%
Pure Financial Advisors, LLC	64.48K	Mar 31, 26	+27.14K	0.17%
MAI Capital Management	60.13K	Mar 31, 26	+93	0.16%
CITY NATIONAL BANK OF FLORIDA /MSD	54.93K	Mar 31, 26	-95.35K	0.15%
MML INVESTORS SERVICES, LLC	54.52K	Mar 31, 26	+7.46K	0.15%
Trek Financial, LLC	54.23K	Mar 31, 26	+9.12K	0.15%
WorthPointe, LLC	51.84K	Mar 31, 26	+35.48K	0.14%
Cartesian Growth Corp	51.41K	Mar 31, 26	+15.75K	0.14%
AMERIPRISE FINANCIAL INC	49.89K	Mar 31, 26	-4.42K	0.13%
JANE STREET GROUP, LLC	47.74K	Mar 31, 26	+7.59K	0.13%
Retirement Planning Group	45.65K	Mar 31, 26	+736	0.12%
FLOW TRADERS U.S. LLC	44.95K	Mar 31, 26	+44.95K	0.12%
GUIDANCE CAPITAL, INC	42.61K	Mar 31, 26	+30.55K	0.11%
WHITTIER TRUST CO	38.97K	Mar 31, 26	+23.50K	0.10%
ROYAL BANK OF CANADA	35.47K	Mar 31, 26	-23.70K	0.09%
QP WEALTH MANAGEMENT, LLC	34.31K	Mar 31, 26	-16.87K	0.09%
Smartleaf Asset Management LLC	34.20K	Mar 31, 26	-5.01K	0.09%
Evernest Financial Advisors, LLC	32.49K	Mar 31, 26	+3.32K	0.09%
Cerity Partners LLC	31.93K	Mar 31, 26	+23.67K	0.09%
CITIGROUP INC	31.06K	Mar 31, 26	+2.15K	0.08%
Centerpoint Advisors, LLC	30.64K	Mar 31, 26	--	0.08%
WELLS FARGO & COMPANY/MN	30.56K	Mar 31, 26	+11.32K	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	27.68K	Mar 31, 26	+79	0.07%
NORTHERN TRUST CORP	26.14K	Mar 31, 26	+3.36K	0.07%
CAPTRUST FINANCIAL ADVISORS	25.93K	Mar 31, 26	+2.97K	0.07%
Callan Family Office, LLC	25.15K	Mar 31, 26	-1.32K	0.07%
Andina Capital Management, LLC	25.02K	Mar 31, 26	-11.35K	0.07%
Quantinno Capital Management LP	24.16K	Mar 31, 26	+2.77K	0.06%
Altman Advisors, Inc.	23.94K	Mar 31, 26	-151	0.06%
QUADRANT CAPITAL GROUP LLC	22.83K	Mar 31, 26	--	0.06%
KLINGENSTEIN FIELDS & CO LP	22.70K	Mar 31, 26	--	0.06%
Steward Partners Investment Advisory, LLC	22.39K	Mar 31, 26	+22.39K	0.06%
Kestra Advisory Services, LLC	21.24K	Mar 31, 26	+1.49K	0.06%
Pinnacle Wealth Management Advisory Group, LLC	20.99K	Mar 31, 26	+20.99K	0.06%
PINNACLE ASSOCIATES LTD	20.99K	Mar 31, 26	+20.99K	0.06%
HF Advisory Group, LLC	19.30K	Mar 31, 26	-258	0.05%
Cornerstone Financial Group, LLC /NE/	18.78K	Mar 31, 26	+956	0.05%
VOYA INVESTMENT MANAGEMENT LLC	18.66K	Mar 31, 26	-7.20K	0.05%
Single Point Partners, LLC	17.89K	Mar 31, 26	--	0.05%
Private Advisor Group, LLC	17.75K	Mar 31, 26	-505	0.05%
JOHNSON INVESTMENT COUNSEL INC	17.34K	Mar 31, 26	-16.31K	0.05%
Ulland Investment Advisors, LLC	17.26K	Mar 31, 26	-81	0.05%
Cetera Investment Advisers	17.22K	Mar 31, 26	+685	0.05%
HUNTINGTON NATIONAL BANK	16.93K	Mar 31, 26	-722	0.05%
Ronald Blue Trust, Inc.	16.38K	Mar 31, 26	-14.62K	0.04%
CI Private Wealth, LLC	15.87K	Mar 31, 26	+349	0.04%
Fifth Third Wealth Advisors LLC	14.24K	Mar 31, 26	-268	0.04%
Cambridge Investment Research Advisors, Inc.	14.14K	Mar 31, 26	+163	0.04%
Creative Planning	13.89K	Mar 31, 26	+5.02K	0.04%
Farther Finance Advisors, LLC	13.45K	Mar 31, 26	+2.01K	0.04%
CWM, LLC	13.25K	Mar 31, 26	+3	0.04%
Charter Oak Capital Management, LLC	13.18K	Mar 31, 26	-533	0.04%
QRG CAPITAL MANAGEMENT, INC.	13.05K	Mar 31, 26	+13.05K	0.03%
BOYUM WEALTH ARCHITECTS LLC	12.67K	Mar 31, 26	-12	0.03%
SILVERCREST ASSET MANAGEMENT GROUP LLC	12.50K	Mar 31, 26	-5.40K	0.03%
Apollon Wealth Management, LLC	12.42K	Mar 31, 26	--	0.03%
TFR Capital, LLC.	12.41K	Mar 31, 26	-932	0.03%
D. E. Shaw & Co., Inc.	11.85K	Mar 31, 26	--	0.03%
SIERRA SUMMIT ADVISORS LLC	11.61K	Mar 31, 26	+2.21K	0.03%
USAdvisors Wealth Management, LLC	11.45K	Mar 31, 26	+23	0.03%
Mechanics Financial Corp	11.40K	Mar 31, 26	+11.40K	0.03%
BBR PARTNERS, LLC	11.21K	Mar 31, 26	--	0.03%
RFG Advisory, LLC	11.20K	Mar 31, 26	+1	0.03%
L.K. Benson & Company, P.C.	11.15K	Mar 31, 26	+5	0.03%
Catalytic Wealth RIA, LLC	10.83K	Mar 31, 26	+904	0.03%
REGIONS FINANCIAL CORP	10.46K	Mar 31, 26	-6.41K	0.03%
Kovack Advisors, Inc.	9.96K	Mar 31, 26	-21	0.03%
CERTUITY, LLC	9.95K	Mar 31, 26	-390	0.03%
Savant Capital, LLC	9.82K	Mar 31, 26	--	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.41K	Mar 31, 26	-19	0.03%
Allspring Global Investments Holdings, LLC	9.11K	Mar 31, 26	+6.39K	0.02%
OLD NATIONAL BANCORP /IN/	8.98K	Mar 31, 26	--	0.02%
Perigon Wealth Management, LLC	8.38K	Mar 31, 26	+902	0.02%
Sanctuary Advisors, LLC	7.96K	Mar 31, 26	+216	0.02%
JONES FINANCIAL COMPANIES LLLP	7.79K	Mar 31, 26	+3.38K	0.02%
Mayfair Advisory Group, LLC	7.61K	Mar 31, 26	-278	0.02%
Legacy Advisory Services, LLC	7.58K	Mar 31, 26	+713	0.02%
BROWN BROTHERS HARRIMAN & CO	7.49K	Mar 31, 26	--	0.02%
Fairman Group, LLC	7.26K	Mar 31, 26	+3.30K	0.02%
Advyzon Investment Management, LLC	7.21K	Mar 31, 26	--	0.02%
PARK AVENUE SECURITIES LLC	7.12K	Mar 31, 26	+1.30K	0.02%
NewEdge Advisors, LLC	6.82K	Mar 31, 26	+400	0.02%
EP Wealth Advisors, LLC	6.68K	Mar 31, 26	-332	0.02%
D.A. DAVIDSON & CO.	6.55K	Mar 31, 26	+706	0.02%
OneAscent Wealth Management LLC	6.50K	Mar 31, 26	-1.91K	0.02%
LITTLE HOUSE CAPITAL LLC	6.25K	Mar 31, 26	+145	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	6.19K	Mar 31, 26	-8.69K	0.02%
BESSEMER GROUP INC	6.00K	Mar 31, 26	+253	0.02%
Lakeridge Wealth Management LLC	5.98K	Mar 31, 26	-291	0.02%
TRUST CO OF OKLAHOMA	5.79K	Mar 31, 26	+5.79K	0.02%
Diversified Trust Co	5.77K	Mar 31, 26	+1.70K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	5.36K	Mar 31, 26	--	0.01%
TD PRIVATE CLIENT WEALTH LLC	5.33K	Mar 31, 26	-220	0.01%
Summit Financial, LLC	5.23K	Mar 31, 26	+1	0.01%
MERCER GLOBAL ADVISORS INC /ADV	5.12K	Mar 31, 26	+874	0.01%
Betterment LLC	5.08K	Mar 31, 26	+5.08K	0.01%
O'Connor Financial Group LLC	5.03K	Mar 31, 26	+83	0.01%
RENAISSANCE TECHNOLOGIES LLC	5.00K	Mar 31, 26	+5.00K	0.01%
SFMG, LLC	4.95K	Mar 31, 26	+83	0.01%
STAR Financial Bank	4.91K	Mar 31, 26	+4.91K	0.01%
Mayflower Financial Advisors, LLC	4.85K	Mar 31, 26	+12	0.01%
Bill Few Associates, Inc.	4.82K	Mar 31, 26	+2.15K	0.01%
FINANCIAL MANAGEMENT NETWORK INC	4.73K	Mar 31, 26	-550	0.01%
1620 INVESTMENT ADVISORS, INC.	4.61K	Mar 31, 26	-111	0.01%
STEPHENS INC /AR/	4.60K	Mar 31, 26	+4.60K	0.01%
IHT Wealth Management, LLC	4.40K	Mar 31, 26	+1.48K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	4.39K	Mar 31, 26	--	0.01%
Bank of New York Mellon Corp	4.34K	Mar 31, 26	+322	0.01%
TRUE Private Wealth Advisors	4.31K	Mar 31, 26	+4	0.01%
MATHER GROUP, LLC.	4.07K	Mar 31, 26	--	0.01%
First National Advisers, LLC	4.05K	Mar 31, 26	--	0.01%
Firestone Capital Management	4.00K	Mar 31, 26	--	0.01%
Van Cleef Asset Management,Inc	3.88K	Mar 31, 26	--	0.01%
Equitable Holdings, Inc.	3.84K	Mar 31, 26	+62	0.01%
First Heartland Consultants, Inc.	3.81K	Mar 31, 26	-153	0.01%
GREAT LAKES ADVISORS, LLC	3.79K	Mar 31, 26	-34.83K	0.01%
MainStreet Investment Advisors LLC	3.78K	Mar 31, 26	+3.78K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	3.77K	Mar 31, 26	+3.77K	0.01%
HARBOR CAPITAL ADVISORS, INC.	3.67K	Mar 31, 26	-107.91K	0.01%
DIMENSION CAPITAL MANAGEMENT LLC	3.67K	Mar 31, 26	--	0.01%
CITIZENS FINANCIAL GROUP INC/RI	3.53K	Mar 31, 26	--	0.01%
Park Edge Advisors, LLC	3.41K	Mar 31, 26	+3.41K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.39K	Mar 31, 26	--	0.01%
Aptus Capital Advisors, LLC	3.33K	Mar 31, 26	-1	0.01%
RITHOLTZ WEALTH MANAGEMENT	3.29K	Mar 31, 26	-17	0.01%
STIFEL FINANCIAL CORP	3.25K	Mar 31, 26	+3.25K	0.01%
Simplicity Wealth,LLC	3.23K	Mar 31, 26	+3.23K	0.01%
Edgemoor Investment Advisors, Inc.	3.20K	Mar 31, 26	--	0.01%
FIRST CITIZENS BANK & TRUST CO	3.12K	Mar 31, 26	+3.12K	0.01%
IEQ CAPITAL, LLC	3.10K	Mar 31, 26	+3.10K	0.01%
Capital Analysts, LLC	3.10K	Mar 31, 26	-1.20K	0.01%
SevenBridge Financial Group, LLC	3.09K	Mar 31, 26	-119	0.01%
NTV ASSET MANAGEMENT LLC	2.98K	Mar 31, 26	--	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.90K	Mar 31, 26	-35.19K	0.01%
Savvy Advisors, Inc.	2.80K	Mar 31, 26	+2.80K	0.01%
Opulen Financial Group LLC	2.77K	Mar 31, 26	+6	0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO	2.73K	Mar 31, 26	+28	0.01%
Advisors Capital Management, LLC	2.66K	Mar 31, 26	+2.66K	0.01%
M&T BANK CORP	2.63K	Mar 31, 26	+2.63K	0.01%
Spire Wealth Management	2.30K	Mar 31, 26	+35	0.01%
Annis Gardner Whiting Capital Advisors, LLC	1.94K	Mar 31, 26	--	0.01%
Clearstead Trust, LLC	1.93K	Mar 31, 26	+1.93K	0.01%
NATIONAL BANK OF CANADA /FI/	1.79K	Mar 31, 26	-5.60K	0.00%
Independence Bank of Kentucky	1.38K	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	1.17K	Mar 31, 26	--	0.00%
New Republic Capital, LLC	963	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	943	Mar 31, 26	-200	0.00%
MWA Asset Management	878	Mar 31, 26	+878	0.00%
Bank of Jackson Hole Trust	780	Mar 31, 26	+780	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	775	Mar 31, 26	+775	0.00%
BlackRock, Inc.	775	Mar 31, 26	--	0.00%
Golden State Equity Partners	754	Mar 31, 26	+754	0.00%
ASSETMARK, INC	736	Mar 31, 26	+718	0.00%
WHITTIER TRUST CO OF NEVADA INC	574	Mar 31, 26	-5.94K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	513	Mar 31, 26	+1	0.00%
Cornerstone Planning Group LLC	451	Mar 31, 26	-259	0.00%
Larson Financial Group LLC	400	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	366	Mar 31, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	358	Mar 31, 26	+215	0.00%
Twin Lakes Capital Management, LLC	334	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	290	Mar 31, 26	+290	0.00%
Piscataqua Savings Bank	220	Mar 31, 26	+220	0.00%
PRIVATE TRUST CO NA	205	Mar 31, 26	-126	0.00%
Westside Investment Management, Inc.	141	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	88	Mar 31, 26	+34	0.00%
TD Waterhouse Canada Inc.	85	Mar 31, 26	+85	0.00%
IFP Advisors, Inc	50	Mar 31, 26	-88	0.00%
AE Wealth Management LLC	40	Mar 31, 26	+37	0.00%
Ashton Thomas Private Wealth, LLC	37	Mar 31, 26	+37	0.00%
Dixon Mitchell Investment Counsel Inc.	34	Mar 31, 26	+34	0.00%
DT Investment Partners, LLC	20	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1	Mar 31, 26	--	0.00%
Hilton Capital Management, LLC	--	Mar 31, 26	-6.75K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-2.78K	--
BRIDGES INVESTMENT MANAGEMENT INC	--	Mar 31, 26	-184.19K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-677	--
AMERICAN CAPITAL MANAGEMENT INC	--	Mar 31, 26	-78.71K	--
NORDEN GROUP LLC	--	Mar 31, 26	-4.80K	--
BAMCO INC /NY/	--	Mar 31, 26	-51.90K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-55	--
Red Mountain Financial, LLC	--	Mar 31, 26	-2.93K	--
FEDERATED HERMES, INC.	--	Mar 31, 26	-865	--
Sepio Capital, LP	--	Mar 31, 26	-67.36K	--
NEW SOUTH CAPITAL MANAGEMENT INC	--	Mar 31, 26	-11.82K	--
PALISADE CAPITAL MANAGEMENT, LP	--	Mar 31, 26	-152.70K	--
Atria Investments, Inc	--	Mar 31, 26	-3.63K	--
Strong Tower Advisory Services	--	Mar 31, 26	-12.42K	--
Russell Investments Group, Ltd.	--	Mar 31, 26	-565	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-17	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-57.90K	--
Murphy, Middleton, Hinkle & Parker, Inc.	--	Mar 31, 26	-3.58K	--
Vantage Financial Partners, LLC	3.78K	Dec 31, 25	-109	0.01%
SageView Advisory Group, LLC	2.92K	Dec 31, 25	-2.16K	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%
Global Retirement Partners, LLC	382	Dec 31, 25	+309	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-167	--
Glenmede Investment Management, LP	3.40M	Sep 30, 25	+473.94K	9.11%
AVANTAX ADVISORY SERVICES, INC.	16.26K	Jun 30, 25	-11.24K	0.04%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-6.59K	--
Congress Wealth Management LLC / DE /	--	Jun 30, 25	-17.64K	--
Orion Portfolio Solutions, LLC	120.50K	Mar 31, 25	-30.34K	0.32%
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	0.28%
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	0.52%
Strategic Wealth Partners Group LLC	182.25K	Mar 31, 24	+7.18K	0.49%
Cetera Advisor Networks LLC	5.96K	Mar 31, 24	-4.16K	0.02%
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	0.67%
COLONY GROUP LLC	128.70K	Sep 30, 23	-2.72K	0.34%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	36.42K	Sep 30, 23	+1.15K	0.10%
PATHSTONE FAMILY OFFICE, LLC	10.52K	Sep 30, 23	--	0.03%
Southern Wealth Management, LLP	16.83K	Mar 31, 23	+2.58K	0.05%
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	0.33%
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	0.01%
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	0.52%
BRINKER CAPITAL INC	193.60K	Jun 30, 20	+2.41K	0.52%
Advisor Group, Inc.	3.81K	Dec 31, 19	+122	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	500	Dec 31, 19	--	0.00%

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-207

GLENMEDE TRUST CO NA

4.41M

Mar 31, 26

+475.97K

11.81%

FIFTH THIRD BANCORP

3.06M

Mar 31, 26

+2.54M

8.19%

BANK OF AMERICA CORP /DE/

2.12M

Mar 31, 26

-1.12M

5.66%

BANK OF MONTREAL /CAN/

1.73M

Mar 31, 26

+1.73M

4.63%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

1.50M

Mar 31, 26

4.03%

CENTRAL TRUST Co

949.68K

Mar 31, 26

+202.29K

2.54%

FMR LLC

940.39K

Mar 31, 26

+63.26K

2.52%

COLDSTREAM CAPITAL MANAGEMENT INC

775.03K

Mar 31, 26

-72.82K

2.07%

Colony Group, LLC

763.70K

Mar 31, 26

+5.70K

2.04%

Cresset Asset Management, LLC

660.04K

Mar 31, 26

+15.05K

1.77%

UBS Group AG

583.87K

Mar 31, 26

+184.77K

1.56%

Wealthspire Advisors, LLC

540.33K

Mar 31, 26

+32.75K

1.45%

Gerber Kawasaki Wealth & Investment Management

502.33K

Mar 31, 26

+31.28K

1.34%

RAYMOND JAMES FINANCIAL INC

445.06K

Mar 31, 26

+88.12K

1.19%

BLAIR WILLIAM & CO/IL

414.41K

Mar 31, 26

-65.55K

1.11%

US BANCORP \DE\

379.86K

Mar 31, 26

+39.00K

1.02%

Kendall Capital Management

354.94K

Mar 31, 26

+2.08K

0.95%

JPMORGAN CHASE & CO

344.33K

Mar 31, 26

+258.46K

0.92%

TRUIST FINANCIAL CORP

302.28K

Mar 31, 26

+77.79K

0.81%

ENVESTNET ASSET MANAGEMENT INC

276.34K

Mar 31, 26

+68.62K

0.74%

Wealthcare Advisory Partners LLC

271.76K

Mar 31, 26

+11.81K

0.73%

WESTWOOD HOLDINGS GROUP INC

260.97K

Mar 31, 26

+58.91K

0.70%

CONGRESS ASSET MANAGEMENT CO /MA

239.07K

Mar 31, 26

-1.09K

0.64%

LPL Financial LLC

214.79K

Mar 31, 26

+32.42K

0.57%

CWA Asset Management Group, LLC

187.14K

Mar 31, 26

+13.64K

0.50%

Brio Consultants, LLC

173.04K

Mar 31, 26

+63.76K

0.46%

CATALYST FINANCIAL PARTNERS LLC

164.19K

Mar 31, 26

+35.94K

0.44%

Vestmark Advisory Solutions, Inc.

163.09K

Mar 31, 26

-160.35K

0.44%

Pensionmark Financial Group, LLC

163.07K

Mar 31, 26

-160.35K

0.44%

SigFig Wealth Management, LLC

157.24K

Mar 31, 26

+24.37K

0.42%

RMB Capital Management, LLC

155.63K

Mar 31, 26

-6.55K

0.42%

Heritage Family Offices, LLP

152.44K

Mar 31, 26

-72.39K

0.41%

Berger Financial Group, Inc

143.46K

Mar 31, 26

+2.38K

0.38%

Janney Montgomery Scott LLC

132.40K

Mar 31, 26

+18.61K

0.35%

Rossby Financial, LCC

126.21K

Mar 31, 26

+16.43K

0.34%

CMH Wealth Management LLC

125.05K

Mar 31, 26

-1.20K

0.33%

CIBC WORLD MARKET INC.

123.15K

Mar 31, 26

+35.00K

0.33%

ROGCO, LP

111.11K

Mar 31, 26

+111.11K

0.30%

MORGAN STANLEY

105.04K

Mar 31, 26

+29.55K

0.28%

Brinker Capital Investments, LLC

101.86K

Mar 31, 26

-52.49K

0.27%

HighTower Advisors, LLC

96.34K

Mar 31, 26

-485

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

93.23K

Mar 31, 26

-12.45K

0.25%

Mariner, LLC

90.84K

Mar 31, 26

+1.18K

0.24%

Rockefeller Capital Management L.P.

89.46K

Mar 31, 26

+11.07K

0.24%

Benchmark Financial Wealth Advisors, LLC

87.97K

Mar 31, 26

+9.88K

0.24%

GOLDMAN SACHS GROUP INC

77.37K

Mar 31, 26

+58.17K

0.21%

FULLER & THALER ASSET MANAGEMENT, INC.

74.45K

Mar 31, 26

+52.84K

0.20%

James J. Burns & Company, LLC

73.78K

Mar 31, 26

-1.44K

0.20%

Resources Investment Advisors, LLC.

71.78K

Mar 31, 26

-6.48K

0.19%

ADVISOR GROUP HOLDINGS, INC.

71.13K

Mar 31, 26

-249.78K

0.19%

Pure Financial Advisors, LLC

64.48K

Mar 31, 26

+27.14K

0.17%

MAI Capital Management

60.13K

Mar 31, 26

+93

0.16%

CITY NATIONAL BANK OF FLORIDA /MSD

54.93K

Mar 31, 26

-95.35K

0.15%

MML INVESTORS SERVICES, LLC

54.52K

Mar 31, 26

+7.46K

0.15%

Trek Financial, LLC

54.23K

Mar 31, 26

+9.12K

0.15%

WorthPointe, LLC

51.84K

Mar 31, 26

+35.48K

0.14%

Cartesian Growth Corp

51.41K

Mar 31, 26

+15.75K

0.14%

AMERIPRISE FINANCIAL INC

49.89K

Mar 31, 26

-4.42K

0.13%

JANE STREET GROUP, LLC

47.74K

Mar 31, 26

+7.59K

0.13%

Retirement Planning Group

45.65K

Mar 31, 26

+736

0.12%

FLOW TRADERS U.S. LLC

44.95K

Mar 31, 26

+44.95K

0.12%

GUIDANCE CAPITAL, INC

42.61K

Mar 31, 26

+30.55K

0.11%

WHITTIER TRUST CO

38.97K

Mar 31, 26

+23.50K

0.10%

ROYAL BANK OF CANADA

35.47K

Mar 31, 26

-23.70K

0.09%

QP WEALTH MANAGEMENT, LLC

34.31K

Mar 31, 26

-16.87K

0.09%

Smartleaf Asset Management LLC

34.20K

Mar 31, 26

-5.01K

0.09%

Evernest Financial Advisors, LLC

32.49K

Mar 31, 26

+3.32K

0.09%

Cerity Partners LLC

31.93K

Mar 31, 26

+23.67K

0.09%

CITIGROUP INC

31.06K

Mar 31, 26

+2.15K

0.08%

Centerpoint Advisors, LLC

30.64K

Mar 31, 26

0.08%

WELLS FARGO & COMPANY/MN

30.56K

Mar 31, 26

+11.32K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

27.68K

Mar 31, 26

+79

0.07%

NORTHERN TRUST CORP

26.14K

Mar 31, 26

+3.36K

0.07%

CAPTRUST FINANCIAL ADVISORS

25.93K

Mar 31, 26

+2.97K

0.07%

Callan Family Office, LLC

25.15K

Mar 31, 26

-1.32K

0.07%

Andina Capital Management, LLC

25.02K

Mar 31, 26

-11.35K

0.07%

Quantinno Capital Management LP

24.16K

Mar 31, 26

+2.77K

0.06%

Altman Advisors, Inc.

23.94K

Mar 31, 26

-151

0.06%

QUADRANT CAPITAL GROUP LLC

22.83K

Mar 31, 26

0.06%

KLINGENSTEIN FIELDS & CO LP

22.70K

Mar 31, 26

0.06%

Steward Partners Investment Advisory, LLC

22.39K

Mar 31, 26

+22.39K

0.06%

Kestra Advisory Services, LLC

21.24K

Mar 31, 26

+1.49K

0.06%

Pinnacle Wealth Management Advisory Group, LLC

20.99K

Mar 31, 26

+20.99K

0.06%

PINNACLE ASSOCIATES LTD

20.99K

Mar 31, 26

+20.99K

0.06%

HF Advisory Group, LLC

19.30K

Mar 31, 26

-258

0.05%

Cornerstone Financial Group, LLC /NE/

18.78K

Mar 31, 26

+956

0.05%

VOYA INVESTMENT MANAGEMENT LLC

18.66K

Mar 31, 26

-7.20K

0.05%

Single Point Partners, LLC

17.89K

Mar 31, 26

0.05%

Private Advisor Group, LLC

17.75K

Mar 31, 26

-505

0.05%

JOHNSON INVESTMENT COUNSEL INC

17.34K

Mar 31, 26

-16.31K

0.05%

Ulland Investment Advisors, LLC

17.26K

Mar 31, 26

-81

0.05%

Cetera Investment Advisers

17.22K

Mar 31, 26

+685

0.05%

HUNTINGTON NATIONAL BANK

16.93K

Mar 31, 26

-722

0.05%

Ronald Blue Trust, Inc.

16.38K

Mar 31, 26

-14.62K

0.04%

CI Private Wealth, LLC

15.87K

Mar 31, 26

+349

0.04%

Fifth Third Wealth Advisors LLC

14.24K

Mar 31, 26

-268

0.04%

Cambridge Investment Research Advisors, Inc.

14.14K

Mar 31, 26

+163

0.04%

Creative Planning

13.89K

Mar 31, 26

+5.02K

0.04%

Farther Finance Advisors, LLC

13.45K

Mar 31, 26

+2.01K

0.04%

CWM, LLC

13.25K

Mar 31, 26

0.04%

Charter Oak Capital Management, LLC

13.18K

Mar 31, 26

-533

0.04%

QRG CAPITAL MANAGEMENT, INC.

13.05K

Mar 31, 26

+13.05K

0.03%

BOYUM WEALTH ARCHITECTS LLC

12.67K

Mar 31, 26

-12

0.03%

SILVERCREST ASSET MANAGEMENT GROUP LLC

12.50K

Mar 31, 26

-5.40K

0.03%

Apollon Wealth Management, LLC

12.42K

Mar 31, 26

0.03%

TFR Capital, LLC.

12.41K

Mar 31, 26

-932

0.03%

D. E. Shaw & Co., Inc.

11.85K

Mar 31, 26

0.03%

SIERRA SUMMIT ADVISORS LLC

11.61K

Mar 31, 26

+2.21K

0.03%

USAdvisors Wealth Management, LLC

11.45K

Mar 31, 26

+23

0.03%

Mechanics Financial Corp

11.40K

Mar 31, 26

+11.40K

0.03%

BBR PARTNERS, LLC

11.21K

Mar 31, 26

0.03%

RFG Advisory, LLC

11.20K

Mar 31, 26

0.03%

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

11.15K

Mar 31, 26

0.03%

Catalytic Wealth RIA, LLC

10.83K

Mar 31, 26

+904

0.03%

REGIONS FINANCIAL CORP

10.46K

Mar 31, 26

-6.41K

0.03%

Kovack Advisors, Inc.

9.96K

Mar 31, 26

-21

0.03%

CERTUITY, LLC

9.95K

Mar 31, 26

-390

0.03%

Savant Capital, LLC

9.82K

Mar 31, 26

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.41K

Mar 31, 26

-19

0.03%

Allspring Global Investments Holdings, LLC

9.11K

Mar 31, 26

+6.39K

0.02%

OLD NATIONAL BANCORP /IN/

8.98K

Mar 31, 26

0.02%

Perigon Wealth Management, LLC

8.38K

Mar 31, 26

+902

0.02%

Sanctuary Advisors, LLC

7.96K

Mar 31, 26

+216

0.02%

JONES FINANCIAL COMPANIES LLLP

7.79K

Mar 31, 26

+3.38K

0.02%

Mayfair Advisory Group, LLC

7.61K

Mar 31, 26

-278

0.02%

Legacy Advisory Services, LLC

7.58K

Mar 31, 26

+713

0.02%

BROWN BROTHERS HARRIMAN & CO

7.49K

Mar 31, 26

0.02%

Fairman Group, LLC

7.26K

Mar 31, 26

+3.30K

0.02%

Advyzon Investment Management, LLC

7.21K

Mar 31, 26

0.02%

PARK AVENUE SECURITIES LLC

7.12K

Mar 31, 26

+1.30K

0.02%

NewEdge Advisors, LLC

6.82K

Mar 31, 26

+400

0.02%

EP Wealth Advisors, LLC

6.68K

Mar 31, 26

-332

0.02%

D.A. DAVIDSON & CO.

6.55K

Mar 31, 26

+706

0.02%

OneAscent Wealth Management LLC

6.50K

Mar 31, 26

-1.91K

0.02%

LITTLE HOUSE CAPITAL LLC

6.25K

Mar 31, 26

+145

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

6.19K

Mar 31, 26

-8.69K

0.02%

BESSEMER GROUP INC

6.00K

Mar 31, 26

+253

0.02%

Lakeridge Wealth Management LLC

5.98K

Mar 31, 26

-291

0.02%

TRUST CO OF OKLAHOMA

5.79K

Mar 31, 26

+5.79K

0.02%

Diversified Trust Co

5.77K

Mar 31, 26

+1.70K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

5.36K

Mar 31, 26

0.01%

TD PRIVATE CLIENT WEALTH LLC

5.33K

Mar 31, 26

-220

0.01%

Summit Financial, LLC

5.23K

Mar 31, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

5.12K

Mar 31, 26

+874

0.01%

Betterment LLC

5.08K

Mar 31, 26

+5.08K

0.01%

O'Connor Financial Group LLC

5.03K

Mar 31, 26

+83

0.01%

RENAISSANCE TECHNOLOGIES LLC

5.00K

Mar 31, 26

+5.00K

0.01%

SFMG, LLC

4.95K

Mar 31, 26

+83

0.01%

STAR Financial Bank

4.91K

Mar 31, 26

+4.91K

0.01%

Mayflower Financial Advisors, LLC

4.85K

Mar 31, 26

+12

0.01%

Bill Few Associates, Inc.

4.82K

Mar 31, 26

+2.15K

0.01%

FINANCIAL MANAGEMENT NETWORK INC

4.73K

Mar 31, 26

-550

0.01%

1620 INVESTMENT ADVISORS, INC.

4.61K

Mar 31, 26

-111

0.01%

STEPHENS INC /AR/

4.60K

Mar 31, 26

+4.60K

0.01%

IHT Wealth Management, LLC

4.40K

Mar 31, 26

+1.48K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

4.39K

Mar 31, 26

0.01%

Bank of New York Mellon Corp

4.34K

Mar 31, 26

+322

0.01%

TRUE Private Wealth Advisors

4.31K

Mar 31, 26

0.01%

MATHER GROUP, LLC.

4.07K

Mar 31, 26

0.01%

First National Advisers, LLC

4.05K

Mar 31, 26

0.01%

Firestone Capital Management

4.00K

Mar 31, 26

0.01%

Van Cleef Asset Management,Inc

3.88K

Mar 31, 26

0.01%

Equitable Holdings, Inc.

3.84K

Mar 31, 26

+62

0.01%

First Heartland Consultants, Inc.

3.81K

Mar 31, 26

-153

0.01%

GREAT LAKES ADVISORS, LLC

3.79K

Mar 31, 26

-34.83K

0.01%

MainStreet Investment Advisors LLC

3.78K

Mar 31, 26

+3.78K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

3.77K

Mar 31, 26

+3.77K

0.01%

HARBOR CAPITAL ADVISORS, INC.

3.67K

Mar 31, 26

-107.91K

0.01%

DIMENSION CAPITAL MANAGEMENT LLC

3.67K

Mar 31, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

3.53K

Mar 31, 26

0.01%

Park Edge Advisors, LLC

3.41K

Mar 31, 26

+3.41K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.39K

Mar 31, 26

0.01%

Aptus Capital Advisors, LLC

3.33K

Mar 31, 26

-1

0.01%

RITHOLTZ WEALTH MANAGEMENT

3.29K

Mar 31, 26

-17

0.01%

STIFEL FINANCIAL CORP

3.25K

Mar 31, 26

+3.25K

0.01%

Simplicity Wealth,LLC

3.23K

Mar 31, 26

+3.23K

0.01%

Edgemoor Investment Advisors, Inc.

3.20K

Mar 31, 26

0.01%

FIRST CITIZENS BANK & TRUST CO

3.12K

Mar 31, 26

+3.12K

0.01%

IEQ CAPITAL, LLC

3.10K

Mar 31, 26

+3.10K

0.01%

Capital Analysts, LLC

3.10K

Mar 31, 26

-1.20K

0.01%

SevenBridge Financial Group, LLC

3.09K

Mar 31, 26

-119

0.01%

NTV ASSET MANAGEMENT LLC

2.98K

Mar 31, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.90K

Mar 31, 26

-35.19K

0.01%

Savvy Advisors, Inc.

2.80K

Mar 31, 26

+2.80K

0.01%

Opulen Financial Group LLC

2.77K

Mar 31, 26

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

2.73K

Mar 31, 26

+28

0.01%

Advisors Capital Management, LLC

2.66K

Mar 31, 26

+2.66K

0.01%

M&T BANK CORP

2.63K

Mar 31, 26

+2.63K

0.01%

Spire Wealth Management

2.30K

Mar 31, 26

+35

0.01%

Annis Gardner Whiting Capital Advisors, LLC

1.94K

Mar 31, 26

0.01%

Clearstead Trust, LLC

1.93K

Mar 31, 26

+1.93K

0.01%

NATIONAL BANK OF CANADA /FI/

1.79K

Mar 31, 26

-5.60K

0.00%

Independence Bank of Kentucky

1.38K

Mar 31, 26

0.00%

AlphaCore Capital LLC

1.17K

Mar 31, 26

0.00%

New Republic Capital, LLC

963

Mar 31, 26

0.00%

Parallel Advisors, LLC

943

Mar 31, 26

-200

0.00%

MWA Asset Management

878

Mar 31, 26

+878

0.00%

Bank of Jackson Hole Trust

780

Mar 31, 26

+780

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

775

Mar 31, 26

+775

0.00%

BlackRock, Inc.

775

Mar 31, 26

0.00%

Golden State Equity Partners

754

Mar 31, 26

+754

0.00%

ASSETMARK, INC

736

Mar 31, 26

+718

0.00%

WHITTIER TRUST CO OF NEVADA INC

574

Mar 31, 26

-5.94K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

513

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

451

Mar 31, 26

-259

0.00%

Larson Financial Group LLC

400

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

366

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

358

Mar 31, 26

+215

0.00%

Twin Lakes Capital Management, LLC

334

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

290

Mar 31, 26

+290

0.00%

Piscataqua Savings Bank

220

Mar 31, 26

+220

0.00%

PRIVATE TRUST CO NA

205

Mar 31, 26

-126

0.00%

Westside Investment Management, Inc.

141

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

+34

0.00%

TD Waterhouse Canada Inc.

Mar 31, 26

+85

0.00%

IFP Advisors, Inc

Mar 31, 26

-88

0.00%

AE Wealth Management LLC

Mar 31, 26

+37

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+37

0.00%

Dixon Mitchell Investment Counsel Inc.

Mar 31, 26

+34

0.00%

DT Investment Partners, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

Hilton Capital Management, LLC

Mar 31, 26

-6.75K

Atomi Financial Group, Inc.

Mar 31, 26

-2.78K

BRIDGES INVESTMENT MANAGEMENT INC

Mar 31, 26

-184.19K

SRS Capital Advisors, Inc.

Mar 31, 26

-677

AMERICAN CAPITAL MANAGEMENT INC

Mar 31, 26

-78.71K

NORDEN GROUP LLC

Mar 31, 26

-4.80K

BAMCO INC /NY/

Mar 31, 26

-51.90K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-55

Red Mountain Financial, LLC

Mar 31, 26

-2.93K

FEDERATED HERMES, INC.

Mar 31, 26

-865

Sepio Capital, LP

Mar 31, 26

-67.36K

NEW SOUTH CAPITAL MANAGEMENT INC

Mar 31, 26

-11.82K

PALISADE CAPITAL MANAGEMENT, LP

Mar 31, 26

-152.70K

Atria Investments, Inc

Mar 31, 26

-3.63K

Strong Tower Advisory Services

Mar 31, 26

-12.42K

Russell Investments Group, Ltd.

Mar 31, 26

-565

Qube Research & Technologies Ltd

Mar 31, 26

-17

CITADEL ADVISORS LLC

Mar 31, 26

-57.90K

Murphy, Middleton, Hinkle & Parker, Inc.

Mar 31, 26

-3.58K

Vantage Financial Partners, LLC

3.78K

Dec 31, 25

-109

0.01%

SageView Advisory Group, LLC

2.92K

Dec 31, 25

-2.16K

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%

Global Retirement Partners, LLC

382

Dec 31, 25

+309

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-167

Glenmede Investment Management, LP

3.40M

Sep 30, 25

+473.94K

9.11%

AVANTAX ADVISORY SERVICES, INC.

16.26K

Jun 30, 25

-11.24K

0.04%

Atria Wealth Solutions, Inc.

Jun 30, 25

-6.59K

Congress Wealth Management LLC / DE /

Jun 30, 25

-17.64K

Orion Portfolio Solutions, LLC

120.50K

Mar 31, 25

-30.34K

0.32%

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

0.28%

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

0.52%

Strategic Wealth Partners Group LLC

182.25K

Mar 31, 24

+7.18K

0.49%

Cetera Advisor Networks LLC

5.96K

Mar 31, 24

-4.16K

0.02%

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

0.67%

COLONY GROUP LLC

128.70K

Sep 30, 23

-2.72K

0.34%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

36.42K

Sep 30, 23

+1.15K

0.10%

PATHSTONE FAMILY OFFICE, LLC

10.52K

Sep 30, 23

0.03%

Southern Wealth Management, LLP

16.83K

Mar 31, 23

+2.58K

0.05%

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

0.33%

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

0.01%

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

0.52%

BRINKER CAPITAL INC

193.60K

Jun 30, 20

+2.41K

0.52%

Advisor Group, Inc.

3.81K

Dec 31, 19

+122

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

500

Dec 31, 19

0.00%