iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV)

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iShares MSCI USA Small-Cap Min Vol Factor ETF(SMMV)

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$47.02—

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SMMV(SMMV)

SMMV

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

Institutional Ownership

Top 170 Institutional Holders

Holder	Shares	Date	Change	% Held
WEALTH MANAGEMENT RESOURCES, INC.	284.44K	Jun 30, 26	+4.66K	4.58%
Brickley Wealth Management	121.95K	Jun 30, 26	-5.23K	1.96%
Armbruster Capital Management, Inc.	42.80K	Jun 30, 26	-3.74K	0.69%
Burns Matteson Capital Management, LLC	30.57K	Jun 30, 26	-2.32K	0.49%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	22.40K	Jun 30, 26	--	0.36%
Apollon Wealth Management, LLC	21.87K	Jun 30, 26	-940	0.35%
XY Planning Network, Inc.	19.68K	Jun 30, 26	+79	0.32%
MFA Wealth Services	19.31K	Jun 30, 26	+145	0.31%
Leelyn Smith, LLC	14.85K	Jun 30, 26	--	0.24%
ADAMSBROWN WEALTH CONSULTANTS LLC	9.94K	Jun 30, 26	+27	0.16%
D.A. DAVIDSON & CO.	7.49K	Jun 30, 26	--	0.12%
FIRST CITIZENS BANK & TRUST CO	6.51K	Jun 30, 26	-500	0.10%
Fortune Financial Advisors, LLC	5.35K	Jun 30, 26	-3.63K	0.09%
Professional Financial Advisors, LLC	5.21K	Jun 30, 26	+43	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.11K	Jun 30, 26	-200	0.08%
EVERGREEN CAPITAL MANAGEMENT LLC	4.48K	Jun 30, 26	+4.48K	0.07%
Farther Finance Advisors, LLC	3.85K	Jun 30, 26	+551	0.06%
Spire Wealth Management	2.99K	Jun 30, 26	--	0.05%
Nova Wealth Management, Inc.	2.47K	Jun 30, 26	-875	0.04%
Physician Wealth Advisors, Inc.	1.42K	Jun 30, 26	+3	0.02%
CoreCap Advisors, LLC	1.37K	Jun 30, 26	+852	0.02%
Harbor Asset Planning, Inc.	911	Jun 30, 26	+3	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	570	Jun 30, 26	--	0.01%
BFSG, LLC	386	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	186	Jun 30, 26	-186	0.00%
WOLFF WIESE MAGANA LLC	180	Jun 30, 26	--	0.00%
CX Institutional	172	Jun 30, 26	-174	0.00%
Triumph Capital Management	90	Jun 30, 26	--	0.00%
Sachetta, LLC	72	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	61	Jun 30, 26	--	0.00%
IFP Advisors, Inc	44	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-1.33K	--
First Bank & Trust	--	Jun 30, 26	-5.04K	--
BANK OF AMERICA CORP /DE/	1.26M	Mar 31, 26	+2.70K	20.26%
MERCER GLOBAL ADVISORS INC /ADV	355.54K	Mar 31, 26	-81.59K	5.72%
RAYMOND JAMES FINANCIAL INC	249.64K	Mar 31, 26	-9.46K	4.02%
COMMONWEALTH EQUITY SERVICES, LLC	169.13K	Mar 31, 26	-2.64K	2.72%
LPL Financial LLC	134.54K	Mar 31, 26	-30.45K	2.17%
Creative Planning	81.15K	Mar 31, 26	+1.19K	1.31%
ROYAL BANK OF CANADA	79.58K	Mar 31, 26	+15.22K	1.28%
Kestra Advisory Services, LLC	72.86K	Mar 31, 26	-691	1.17%
Advisory Services Network, LLC	70.65K	Mar 31, 26	+35.01K	1.14%
Modern Wealth Management, LLC	68.39K	Mar 31, 26	-243	1.10%
UBS Group AG	67.38K	Mar 31, 26	-1.01K	1.08%
SAGESPRING WEALTH PARTNERS, LLC	66.31K	Mar 31, 26	-4.92K	1.07%
AMERIPRISE FINANCIAL INC	65.76K	Mar 31, 26	+2.55K	1.06%
Beacon Pointe Advisors, LLC	64.84K	Mar 31, 26	-2.44K	1.04%
Rehmann Capital Advisory Group	64.67K	Mar 31, 26	-2.21K	1.04%
JPMORGAN CHASE & CO	62.99K	Mar 31, 26	-5.24K	1.01%
GOLDMAN SACHS GROUP INC	55.27K	Mar 31, 26	+36.39K	0.89%
Cambridge Investment Research Advisors, Inc.	50.53K	Mar 31, 26	-2.26K	0.81%
WELLS FARGO & COMPANY/MN	49.87K	Mar 31, 26	-352.93K	0.80%
GTS SECURITIES LLC	47.78K	Mar 31, 26	+47.78K	0.77%
ENVESTNET ASSET MANAGEMENT INC	44.89K	Mar 31, 26	-453	0.72%
Independent Advisor Alliance	39.22K	Mar 31, 26	+39.22K	0.63%
TWO SIGMA INVESTMENTS, LP	36.60K	Mar 31, 26	+1.70K	0.59%
Sage Mountain Advisors LLC	33.08K	Mar 31, 26	--	0.53%
CITADEL ADVISORS LLC	32.14K	Mar 31, 26	+13.33K	0.52%
Integrated Wealth Concepts LLC	31.31K	Mar 31, 26	-78	0.50%
Steward Partners Investment Advisory, LLC	31.09K	Mar 31, 26	+1.18K	0.50%
REGATTA CAPITAL GROUP, LLC	26.68K	Mar 31, 26	+4.71K	0.43%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.59K	Mar 31, 26	+2.18K	0.40%
Geneos Wealth Management Inc.	22.72K	Mar 31, 26	+22.68K	0.37%
COLDSTREAM CAPITAL MANAGEMENT INC	20.17K	Mar 31, 26	+2.77K	0.32%
Prime Capital Investment Advisors, LLC	18.49K	Mar 31, 26	-2.19K	0.30%
Private Advisor Group, LLC	17.95K	Mar 31, 26	+394	0.29%
COWA, LLC	13.95K	Mar 31, 26	-302	0.22%
MML INVESTORS SERVICES, LLC	13.77K	Mar 31, 26	-1.33K	0.22%
Cetera Investment Advisers	12.65K	Mar 31, 26	+477	0.20%
THRIVENT FINANCIAL FOR LUTHERANS	12.39K	Mar 31, 26	+59	0.20%
CI Private Wealth, LLC	12.34K	Mar 31, 26	+3.30K	0.20%
ADVISOR GROUP HOLDINGS, INC.	10.89K	Mar 31, 26	-1.36K	0.18%
MOSAIC FAMILY WEALTH PARTNERS, LLC	10.62K	Mar 31, 26	-2.40K	0.17%
CAPTRUST FINANCIAL ADVISORS	10.47K	Mar 31, 26	--	0.17%
Concurrent Investment Advisors, LLC	10.26K	Mar 31, 26	-131	0.17%
NewEdge Advisors, LLC	9.91K	Mar 31, 26	-633	0.16%
MORGAN STANLEY	8.61K	Mar 31, 26	-40	0.14%
IHT Wealth Management, LLC	8.46K	Mar 31, 26	-33	0.14%
THOROUGHBRED FINANCIAL SERVICES, LLC	7.76K	Mar 31, 26	-548	0.12%
Capital Analysts, LLC	7.74K	Mar 31, 26	+7.74K	0.12%
High Net Worth Advisory Group LLC	7.65K	Mar 31, 26	-1.29K	0.12%
Opulen Financial Group LLC	7.47K	Mar 31, 26	-274	0.12%
GREAT VALLEY ADVISOR GROUP, INC.	6.81K	Mar 31, 26	-300	0.11%
CHOREO, LLC	6.79K	Mar 31, 26	+7	0.11%
Clear Creek Financial Management, LLC	5.52K	Mar 31, 26	-209	0.09%
STIFEL FINANCIAL CORP	5.51K	Mar 31, 26	-138	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.34K	Mar 31, 26	+215	0.09%
Buckingham Strategic Partners	5.04K	Mar 31, 26	+292	0.08%
HARBOUR INVESTMENTS, INC.	4.99K	Mar 31, 26	+520	0.08%
Waverly Advisors, LLC	4.99K	Mar 31, 26	+13	0.08%
Lido Advisors, LLC	4.96K	Mar 31, 26	-400	0.08%
RIK SAYLOR FINANCIAL, INC.	4.71K	Mar 31, 26	-73	0.08%
S.A. Mason LLC	4.44K	Mar 31, 26	--	0.07%
Ameritas Investment Partners, Inc.	4.04K	Mar 31, 26	+2	0.07%
FMR LLC	3.77K	Mar 31, 26	+70	0.06%
BlackRock, Inc.	3.75K	Mar 31, 26	+12	0.06%
Advisors Preferred, LLC	3.60K	Mar 31, 26	+3.60K	0.06%
Tower Research Capital LLC (TRC)	3.52K	Mar 31, 26	+3.29K	0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.22K	Mar 31, 26	+305	0.04%
Western Wealth Management, LLC	1.76K	Mar 31, 26	+1.76K	0.03%
Provident Wealth Management, LLC	1.75K	Mar 31, 26	--	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	1.27K	Mar 31, 26	--	0.02%
Colonial Trust Advisors	1.13K	Mar 31, 26	--	0.02%
Front Row Advisors LLC	1.05K	Mar 31, 26	--	0.02%
AE Wealth Management LLC	987	Mar 31, 26	+28	0.02%
Pacific Center for Financial Services	546	Mar 31, 26	-89	0.01%
Founders Financial Alliance, LLC	537	Mar 31, 26	+537	0.01%
Root Financial Partners, LLC	533	Mar 31, 26	-87	0.01%
ORG Wealth Partners, LLC	408	Mar 31, 26	-228	0.01%
Fairscale Capital, LLC	394	Mar 31, 26	--	0.01%
Rockefeller Capital Management L.P.	353	Mar 31, 26	--	0.01%
MAI Capital Management	346	Mar 31, 26	--	0.01%
BLAIR WILLIAM & CO/IL	317	Mar 31, 26	--	0.01%
Measured Wealth Private Client Group, LLC	293	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	242	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	198	Mar 31, 26	+198	0.00%
SYM FINANCIAL Corp	175	Mar 31, 26	--	0.00%
Archer Investment Corp	67	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	58	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	24	Mar 31, 26	+11	0.00%
Transamerica Financial Advisors, Inc.	11	Mar 31, 26	-1	0.00%
ASSETMARK, INC	7	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	-160	0.00%
StoneX Group Inc.	--	Mar 31, 26	-6.51K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-6.09K	--
Mariner, LLC	--	Mar 31, 26	-5.49K	--
CWM, LLC	--	Mar 31, 26	-734	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-6.92K	--
SageView Advisory Group, LLC	1.03K	Dec 31, 25	+1.03K	0.02%
Global Retirement Partners, LLC	858	Dec 31, 25	-249	0.01%
COMERICA BANK	--	Dec 31, 25	-1.39K	--
Moloney Securities Asset Management, LLC	19.55K	Sep 30, 25	-16.66K	0.31%
AVANTAX ADVISORY SERVICES, INC.	6.74K	Jun 30, 25	+4	0.11%
Wade Financial Advisory, Inc	67.22K	Mar 31, 25	-2.07K	1.08%
Cable Hill Partners, LLC	7.23K	Mar 31, 25	+862	0.12%
Executive Wealth Management, LLC	123.30K	Dec 31, 24	-12.73K	1.98%
CRITERION CAPITAL ADVISORS, LLC	3.38K	Dec 31, 24	--	0.05%
Sugarloaf Wealth Management, LLC	221	Dec 31, 24	+1	0.00%
Raymond James Financial Services Advisors, Inc.	408.76K	Sep 30, 24	-25.79K	6.58%
RAYMOND JAMES & ASSOCIATES	199.40K	Sep 30, 24	-13.00M	3.21%
RAYMOND JAMES TRUST N.A.	9.86K	Sep 30, 24	-141.69K	0.16%
Peterson Financial Group, Inc.	80	Sep 30, 24	+80	0.00%
RAYMOND JAMES TRUST CO. OF NH	--	Sep 30, 24	-5.87K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	69	Jun 30, 24	+69	0.00%
Cetera Advisor Networks LLC	--	Mar 31, 24	-5.89K	--
Resource Planning Group	19.38K	Dec 31, 23	+19.38K	0.31%
DB Wealth Management Group, LLC	7.08K	Dec 31, 23	-5.71K	0.11%
Steward Financial Group LLC	11.39K	Sep 30, 23	+11.39K	0.18%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.13K	Sep 30, 23	-542	0.13%
BDO Wealth Advisors, LLC	902	Jun 30, 23	+3	0.01%
Endurance Wealth Management, Inc.	110	Jun 30, 23	--	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-45	--
Sanford Advisory Services, LLC	34.24K	Dec 31, 22	+10.39K	0.55%
American Portfolios Advisors	1.55K	Sep 30, 22	-650	0.02%
CAPITAL ONE FINANCIAL CORP	--	Mar 31, 22	-8.14K	--
Crescent Capital Consulting, LLC	50.05K	Dec 31, 21	+36.19K	0.81%
Mosaic Family Wealth, LLC	24.51K	Dec 31, 21	+1.84K	0.39%
QUEST CAPITAL MANAGEMENT INC /ADV	18.27K	Dec 31, 21	+4.17K	0.29%
NEXT Financial Group, Inc	2.60K	Dec 31, 21	-895	0.04%
Carroll Financial Associates, Inc.	25	Dec 31, 21	+15	0.00%
Ameritas Investment Company, LLC	254.57K	Sep 30, 21	+215.81K	4.10%
Stewardship Financial Advisors, LLC	80.76K	Mar 31, 21	+619	1.30%
TCF National Bank	7.79K	Mar 31, 21	--	0.13%
Partnervest Advisory Services LLC	7.42K	Sep 30, 20	-549	0.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.	83.08K	Dec 31, 19	-2.25K	1.34%
Advisor Group, Inc.	48.72K	Dec 31, 19	+15.58K	0.78%
CXI Advisors	1.42K	Dec 31, 19	+1.42K	0.02%
BB&T SECURITIES, LLC	50.13K	Sep 30, 19	+50.13K	0.81%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	500	Sep 30, 19	--	0.01%
Virtu KCG Holdings LLC	39.41K	Jun 30, 17	+20.23K	0.63%

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Holder

Date

Change

% Held

WEALTH MANAGEMENT RESOURCES, INC.

284.44K

Jun 30, 26

+4.66K

4.58%

Brickley Wealth Management

121.95K

Jun 30, 26

-5.23K

1.96%

Armbruster Capital Management, Inc.

42.80K

Jun 30, 26

-3.74K

0.69%

Burns Matteson Capital Management, LLC

30.57K

Jun 30, 26

-2.32K

0.49%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

22.40K

Jun 30, 26

0.36%

Apollon Wealth Management, LLC

21.87K

Jun 30, 26

-940

0.35%

XY Planning Network, Inc.

19.68K

Jun 30, 26

+79

0.32%

MFA Wealth Services

19.31K

Jun 30, 26

+145

0.31%

Leelyn Smith, LLC

14.85K

Jun 30, 26

0.24%

ADAMSBROWN WEALTH CONSULTANTS LLC

9.94K

Jun 30, 26

+27

0.16%

D.A. DAVIDSON & CO.

7.49K

Jun 30, 26

0.12%

FIRST CITIZENS BANK & TRUST CO

6.51K

Jun 30, 26

-500

0.10%

Fortune Financial Advisors, LLC

5.35K

Jun 30, 26

-3.63K

0.09%

Professional Financial Advisors, LLC

5.21K

Jun 30, 26

+43

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.11K

Jun 30, 26

-200

0.08%

EVERGREEN CAPITAL MANAGEMENT LLC

4.48K

Jun 30, 26

+4.48K

0.07%

Farther Finance Advisors, LLC

3.85K

Jun 30, 26

+551

0.06%

Spire Wealth Management

2.99K

Jun 30, 26

0.05%

Nova Wealth Management, Inc.

2.47K

Jun 30, 26

-875

0.04%

Physician Wealth Advisors, Inc.

1.42K

Jun 30, 26

0.02%

CoreCap Advisors, LLC

1.37K

Jun 30, 26

+852

0.02%

Harbor Asset Planning, Inc.

911

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

570

Jun 30, 26

0.01%

BFSG, LLC

386

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

186

Jun 30, 26

-186

0.00%

WOLFF WIESE MAGANA LLC

180

Jun 30, 26

0.00%

CX Institutional

172

Jun 30, 26

-174

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Sachetta, LLC

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

-1.33K

First Bank & Trust

Jun 30, 26

-5.04K

BANK OF AMERICA CORP /DE/

1.26M

Mar 31, 26

+2.70K

20.26%

MERCER GLOBAL ADVISORS INC /ADV

355.54K

Mar 31, 26

-81.59K

5.72%

RAYMOND JAMES FINANCIAL INC

249.64K

Mar 31, 26

-9.46K

4.02%

COMMONWEALTH EQUITY SERVICES, LLC

169.13K

Mar 31, 26

-2.64K

2.72%

LPL Financial LLC

134.54K

Mar 31, 26

-30.45K

2.17%

Creative Planning

81.15K

Mar 31, 26

+1.19K

1.31%

ROYAL BANK OF CANADA

79.58K

Mar 31, 26

+15.22K

1.28%

Kestra Advisory Services, LLC

72.86K

Mar 31, 26

-691

1.17%

Advisory Services Network, LLC

70.65K

Mar 31, 26

+35.01K

1.14%

Modern Wealth Management, LLC

68.39K

Mar 31, 26

-243

1.10%

UBS Group AG

67.38K

Mar 31, 26

-1.01K

1.08%

SAGESPRING WEALTH PARTNERS, LLC

66.31K

Mar 31, 26

-4.92K

1.07%

AMERIPRISE FINANCIAL INC

65.76K

Mar 31, 26

+2.55K

1.06%

Beacon Pointe Advisors, LLC

64.84K

Mar 31, 26

-2.44K

1.04%

Rehmann Capital Advisory Group

64.67K

Mar 31, 26

-2.21K

1.04%

JPMORGAN CHASE & CO

62.99K

Mar 31, 26

-5.24K

1.01%

GOLDMAN SACHS GROUP INC

55.27K

Mar 31, 26

+36.39K

0.89%

Cambridge Investment Research Advisors, Inc.

50.53K

Mar 31, 26

-2.26K

0.81%

WELLS FARGO & COMPANY/MN

49.87K

Mar 31, 26

-352.93K

0.80%

GTS SECURITIES LLC

47.78K

Mar 31, 26

+47.78K

0.77%

ENVESTNET ASSET MANAGEMENT INC

44.89K

Mar 31, 26

-453

0.72%

Independent Advisor Alliance

39.22K

Mar 31, 26

+39.22K

0.63%

TWO SIGMA INVESTMENTS, LP

36.60K

Mar 31, 26

+1.70K

0.59%

Sage Mountain Advisors LLC

33.08K

Mar 31, 26

0.53%

CITADEL ADVISORS LLC

32.14K

Mar 31, 26

+13.33K

0.52%

Integrated Wealth Concepts LLC

31.31K

Mar 31, 26

-78

0.50%

Steward Partners Investment Advisory, LLC

31.09K

Mar 31, 26

+1.18K

0.50%

REGATTA CAPITAL GROUP, LLC

26.68K

Mar 31, 26

+4.71K

0.43%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.59K

Mar 31, 26

+2.18K

0.40%

Geneos Wealth Management Inc.

22.72K

Mar 31, 26

+22.68K

0.37%

COLDSTREAM CAPITAL MANAGEMENT INC

20.17K

Mar 31, 26

+2.77K

0.32%

Prime Capital Investment Advisors, LLC

18.49K

Mar 31, 26

-2.19K

0.30%

Private Advisor Group, LLC

17.95K

Mar 31, 26

+394

0.29%

COWA, LLC

13.95K

Mar 31, 26

-302

0.22%

MML INVESTORS SERVICES, LLC

13.77K

Mar 31, 26

-1.33K

0.22%

Cetera Investment Advisers

12.65K

Mar 31, 26

+477

0.20%

THRIVENT FINANCIAL FOR LUTHERANS

12.39K

Mar 31, 26

+59

0.20%

CI Private Wealth, LLC

12.34K

Mar 31, 26

+3.30K

0.20%

ADVISOR GROUP HOLDINGS, INC.

10.89K

Mar 31, 26

-1.36K

0.18%

MOSAIC FAMILY WEALTH PARTNERS, LLC

10.62K

Mar 31, 26

-2.40K

0.17%

CAPTRUST FINANCIAL ADVISORS

10.47K

Mar 31, 26

0.17%

Concurrent Investment Advisors, LLC

10.26K

Mar 31, 26

-131

0.17%

NewEdge Advisors, LLC

9.91K

Mar 31, 26

-633

0.16%

MORGAN STANLEY

8.61K

Mar 31, 26

-40

0.14%

IHT Wealth Management, LLC

8.46K

Mar 31, 26

-33

0.14%

THOROUGHBRED FINANCIAL SERVICES, LLC

7.76K

Mar 31, 26

-548

0.12%

Capital Analysts, LLC

7.74K

Mar 31, 26

+7.74K

0.12%

High Net Worth Advisory Group LLC

7.65K

Mar 31, 26

-1.29K

0.12%

Opulen Financial Group LLC

7.47K

Mar 31, 26

-274

0.12%

GREAT VALLEY ADVISOR GROUP, INC.

6.81K

Mar 31, 26

-300

0.11%

CHOREO, LLC

6.79K

Mar 31, 26

0.11%

Clear Creek Financial Management, LLC

5.52K

Mar 31, 26

-209

0.09%

STIFEL FINANCIAL CORP

5.51K

Mar 31, 26

-138

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.34K

Mar 31, 26

+215

0.09%

Buckingham Strategic Partners

5.04K

Mar 31, 26

+292

0.08%

HARBOUR INVESTMENTS, INC.

4.99K

Mar 31, 26

+520

0.08%

Waverly Advisors, LLC

4.99K

Mar 31, 26

+13

0.08%

Lido Advisors, LLC

4.96K

Mar 31, 26

-400

0.08%

RIK SAYLOR FINANCIAL, INC.

4.71K

Mar 31, 26

-73

0.08%

S.A. Mason LLC

4.44K

Mar 31, 26

0.07%

Ameritas Investment Partners, Inc.

4.04K

Mar 31, 26

0.07%

FMR LLC

3.77K

Mar 31, 26

+70

0.06%

BlackRock, Inc.

3.75K

Mar 31, 26

+12

0.06%

Advisors Preferred, LLC

3.60K

Mar 31, 26

+3.60K

0.06%

Tower Research Capital LLC (TRC)

3.52K

Mar 31, 26

+3.29K

0.06%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.22K

Mar 31, 26

+305

0.04%

Western Wealth Management, LLC

1.76K

Mar 31, 26

+1.76K

0.03%

Provident Wealth Management, LLC

1.75K

Mar 31, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

1.27K

Mar 31, 26

0.02%

Colonial Trust Advisors

1.13K

Mar 31, 26

0.02%

Front Row Advisors LLC

1.05K

Mar 31, 26

0.02%

AE Wealth Management LLC

987

Mar 31, 26

+28

0.02%

Pacific Center for Financial Services

546

Mar 31, 26

-89

0.01%

Founders Financial Alliance, LLC

537

Mar 31, 26

+537

0.01%

Root Financial Partners, LLC

533

Mar 31, 26

-87

0.01%

ORG Wealth Partners, LLC

408

Mar 31, 26

-228

0.01%

Fairscale Capital, LLC

394

Mar 31, 26

0.01%

Rockefeller Capital Management L.P.

353

Mar 31, 26

0.01%

MAI Capital Management

346

Mar 31, 26

0.01%

BLAIR WILLIAM & CO/IL

317

Mar 31, 26

0.01%

Measured Wealth Private Client Group, LLC

293

Mar 31, 26

0.00%

Clearstead Advisors, LLC

242

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

198

Mar 31, 26

+198

0.00%

SYM FINANCIAL Corp

175

Mar 31, 26

0.00%

Archer Investment Corp

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+11

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-1

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

-160

0.00%

StoneX Group Inc.

Mar 31, 26

-6.51K

Janney Montgomery Scott LLC

Mar 31, 26

-6.09K

Mariner, LLC

Mar 31, 26

-5.49K

CWM, LLC

Mar 31, 26

-734

FLOW TRADERS U.S. LLC

Mar 31, 26

-6.92K

SageView Advisory Group, LLC

1.03K

Dec 31, 25

+1.03K

0.02%

Global Retirement Partners, LLC

858

Dec 31, 25

-249

0.01%

COMERICA BANK

Dec 31, 25

-1.39K

Moloney Securities Asset Management, LLC

19.55K

Sep 30, 25

-16.66K

0.31%

AVANTAX ADVISORY SERVICES, INC.

6.74K

Jun 30, 25

0.11%

Wade Financial Advisory, Inc

67.22K

Mar 31, 25

-2.07K

1.08%

Cable Hill Partners, LLC

7.23K

Mar 31, 25

+862

0.12%

Executive Wealth Management, LLC

123.30K

Dec 31, 24

-12.73K

1.98%

CRITERION CAPITAL ADVISORS, LLC

3.38K

Dec 31, 24

0.05%

Sugarloaf Wealth Management, LLC

221

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

408.76K

Sep 30, 24

-25.79K

6.58%

RAYMOND JAMES & ASSOCIATES

199.40K

Sep 30, 24

-13.00M

3.21%

RAYMOND JAMES TRUST N.A.

9.86K

Sep 30, 24

-141.69K

0.16%

Peterson Financial Group, Inc.

Sep 30, 24

+80

0.00%

RAYMOND JAMES TRUST CO. OF NH

Sep 30, 24

-5.87K

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+69

0.00%

Cetera Advisor Networks LLC

Mar 31, 24

-5.89K

Resource Planning Group

19.38K

Dec 31, 23

+19.38K

0.31%

DB Wealth Management Group, LLC

7.08K

Dec 31, 23

-5.71K

0.11%

Steward Financial Group LLC

11.39K

Sep 30, 23

+11.39K

0.18%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.13K

Sep 30, 23

-542

0.13%

BDO Wealth Advisors, LLC

902

Jun 30, 23

0.01%

Endurance Wealth Management, Inc.

110

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-45

Sanford Advisory Services, LLC

34.24K

Dec 31, 22

+10.39K

0.55%

American Portfolios Advisors

1.55K

Sep 30, 22

-650

0.02%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-8.14K

Crescent Capital Consulting, LLC

50.05K

Dec 31, 21

+36.19K

0.81%

Mosaic Family Wealth, LLC

24.51K

Dec 31, 21

+1.84K

0.39%

QUEST CAPITAL MANAGEMENT INC /ADV

18.27K

Dec 31, 21

+4.17K

0.29%

NEXT Financial Group, Inc

2.60K

Dec 31, 21

-895

0.04%

Carroll Financial Associates, Inc.

Dec 31, 21

+15

0.00%

Ameritas Investment Company, LLC

254.57K

Sep 30, 21

+215.81K

4.10%

Stewardship Financial Advisors, LLC

80.76K

Mar 31, 21

+619

1.30%

TCF National Bank

7.79K

Mar 31, 21

0.13%

Partnervest Advisory Services LLC

7.42K

Sep 30, 20

-549

0.12%

LADENBURG THALMANN FINANCIAL SERVICES INC.

83.08K

Dec 31, 19

-2.25K

1.34%

Advisor Group, Inc.

48.72K

Dec 31, 19

+15.58K

0.78%

CXI Advisors

1.42K

Dec 31, 19

+1.42K

0.02%

BB&T SECURITIES, LLC

50.13K

Sep 30, 19

+50.13K

0.81%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

500

Sep 30, 19

0.01%

Virtu KCG Holdings LLC

39.41K

Jun 30, 17

+20.23K

0.63%