How do I set a price alert for SPYX?

To set a SPYX price alert on Stock Alarm Pro, navigate to the SPYX quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for SPYX?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for SPYX. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for SPYX?

Stock Alarm Pro supports over 125 trigger types for SPYX: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about SPYX price changes?

SPYX alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for SPYX alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for SPYX and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

SPYX Institutional Ownership & 13F Filings

State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF(SPYX)

$63.70—Stale · unknown old

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State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF(SPYX)

NYSE • Last print unknown agoAbout this data

$63.70—Stale · unknown old

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SPYX(SPYX)

SPYX

Institutional Ownership

Top 329 Institutional Holders

Holder	Shares	Date	Change	% Held
EASTERN BANK	3.41K	Sep 30, 26	--	0.01%
Hickory Point Bank & Trust	21	Sep 30, 26	+21	0.00%
Windmill Hill Asset Management Ltd	5.43M	Jun 30, 26	+1.39M	12.11%
Choate Investment Advisors	2.28M	Jun 30, 26	-99.46K	5.09%
Betterment LLC	1.98M	Jun 30, 26	+10.28K	4.42%
Bank of New York Mellon Corp	1.30M	Jun 30, 26	-529	2.89%
BANK OF AMERICA CORP /DE/	1.09M	Jun 30, 26	+76.28K	2.43%
LPL Financial LLC	498.47K	Jun 30, 26	+12.72K	1.11%
PNC FINANCIAL SERVICES GROUP, INC.	466.57K	Jun 30, 26	-46.04K	1.04%
MORGAN STANLEY	456.72K	Jun 30, 26	+20.43K	1.02%
SPINNAKER TRUST	455.03K	Jun 30, 26	+22.97K	1.02%
Gemmer Asset Management LLC	451.36K	Jun 30, 26	-2.23K	1.01%
Beacon Pointe Advisors, LLC	391.33K	Jun 30, 26	-7.00K	0.87%
ALLIANZ SE	298.01K	Jun 30, 26	--	0.67%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	291.23K	Jun 30, 26	-65.96K	0.65%
Pathstone Holdings, LLC	269.93K	Jun 30, 26	+3.82K	0.60%
AMERIPRISE FINANCIAL INC	257.55K	Jun 30, 26	+19.50K	0.58%
ROYAL BANK OF CANADA	228.91K	Jun 30, 26	-37.84K	0.51%
Mariner, LLC	211.66K	Jun 30, 26	-40.55K	0.47%
GOULD ASSET MANAGEMENT LLC /CA/	176.01K	Jun 30, 26	-6.43K	0.39%
SEEDS INVESTOR LLC	173.17K	Jun 30, 26	+30.77K	0.39%
RETIREMENT INCOME SOLUTIONS, INC	164.72K	Jun 30, 26	-4.73K	0.37%
Rockefeller Capital Management L.P.	160.09K	Jun 30, 26	-291	0.36%
Cerity Partners LLC	156.33K	Jun 30, 26	+1.38K	0.35%
COMMONWEALTH EQUITY SERVICES, LLC	155.57K	Jun 30, 26	-710	0.35%
Cambridge Investment Research Advisors, Inc.	154.90K	Jun 30, 26	+14.88K	0.35%
SEI INVESTMENTS CO	121.44K	Jun 30, 26	-1.69K	0.27%
XPONANCE, INC.	121.37K	Jun 30, 26	+47.21K	0.27%
UBS Group AG	110.86K	Jun 30, 26	+3.62K	0.25%
FOSTER DYKEMA CABOT & PARTNERS, LLC	100.83K	Jun 30, 26	--	0.23%
GOLDMAN SACHS GROUP INC	99.74K	Jun 30, 26	+66.79K	0.22%
TIFF ADVISORY SERVICES INC	88.36K	Jun 30, 26	+3.95K	0.20%
CRUX WEALTH ADVISORS	85.86K	Jun 30, 26	+342	0.19%
HARBOUR INVESTMENTS, INC.	81.22K	Jun 30, 26	-4.66K	0.18%
WELLS FARGO & COMPANY/MN	78.21K	Jun 30, 26	+1.16K	0.17%
FLPUTNAM INVESTMENT MANAGEMENT CO	70.63K	Jun 30, 26	+33	0.16%
Stonehearth Capital Management, LLC	68.71K	Jun 30, 26	-174	0.15%
BROWN BROTHERS HARRIMAN & CO	65.88K	Jun 30, 26	--	0.15%
Milestone Investment Advisors LLC	61.35K	Jun 30, 26	-117	0.14%
ADVISOR GROUP HOLDINGS, INC.	49.77K	Jun 30, 26	+4.33K	0.11%
Mount Yale Investment Advisors, LLC	49.59K	Jun 30, 26	--	0.11%
RAYMOND JAMES FINANCIAL INC	48.97K	Jun 30, 26	+3.86K	0.11%
AXXCESS WEALTH MANAGEMENT, LLC	48.80K	Jun 30, 26	+48.80K	0.11%
HighTower Advisors, LLC	48.54K	Jun 30, 26	-669	0.11%
Modera Wealth Management, LLC	47.37K	Jun 30, 26	+968	0.11%
IMC-Chicago, LLC	44.85K	Jun 30, 26	+11.82K	0.10%
AGF MANAGEMENT LTD	43.92K	Jun 30, 26	+100	0.10%
Oxler Private Wealth LLC	41.18K	Jun 30, 26	+4.93K	0.09%
Creative Planning	41.14K	Jun 30, 26	-86	0.09%
JONES FINANCIAL COMPANIES LLLP	40.45K	Jun 30, 26	+16.25K	0.09%
FMR LLC	35.26K	Jun 30, 26	+565	0.08%
PFG Advisors	35.10K	Jun 30, 26	-89	0.08%
Kestra Advisory Services, LLC	34.90K	Jun 30, 26	+12.41K	0.08%
MASECO LLP	34.15K	Jun 30, 26	--	0.08%
ENVESTNET ASSET MANAGEMENT INC	33.46K	Jun 30, 26	+522	0.07%
MARINO, STRAM & ASSOCIATES LLC	33.03K	Jun 30, 26	+453	0.07%
Resources Investment Advisors, LLC.	32.41K	Jun 30, 26	+1.10K	0.07%
Fortis Capital Management LLC	31.66K	Jun 30, 26	-79	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	31.05K	Jun 30, 26	+125	0.07%
CITIZENS FINANCIAL GROUP INC/RI	30.20K	Jun 30, 26	--	0.07%
Operose Advisors LLC	29.80K	Jun 30, 26	+1.42K	0.07%
Boyd Wealth Management, LLC	29.59K	Jun 30, 26	-3.13K	0.07%
Advisory Solutions Group, LLC	29.29K	Jun 30, 26	+29.29K	0.07%
AQR CAPITAL MANAGEMENT LLC	28.57K	Jun 30, 26	--	0.06%
Clear Harbor Asset Management, LLC	27.82K	Jun 30, 26	--	0.06%
JPMORGAN CHASE & CO	27.47K	Jun 30, 26	-548	0.06%
Wealthfront Advisers LLC	27.30K	Jun 30, 26	+734	0.06%
MML INVESTORS SERVICES, LLC	26.21K	Jun 30, 26	+3.85K	0.06%
PFG Investments, LLC	25.55K	Jun 30, 26	+1.04K	0.06%
Hanson & Doremus Investment Management	25.26K	Jun 30, 26	-197	0.06%
ALESCO ADVISORS LLC	24.81K	Jun 30, 26	--	0.06%
CAPITAL CITY TRUST CO/FL	24.14K	Jun 30, 26	-45	0.05%
SENTINEL TRUST CO LBA	21.52K	Jun 30, 26	+250	0.05%
BRADLEY FOSTER & SARGENT INC/CT	21.50K	Jun 30, 26	+8	0.05%
Essex Financial Services, Inc.	21.48K	Jun 30, 26	+6	0.05%
WESCAP Management Group, Inc.	21.22K	Jun 30, 26	--	0.05%
Western Wealth Management, LLC	21.20K	Jun 30, 26	+70	0.05%
STIFEL FINANCIAL CORP	20.91K	Jun 30, 26	+456	0.05%
Bell Investment Advisors, Inc	20.04K	Jun 30, 26	+512	0.04%
eCIO, Inc.	19.96K	Jun 30, 26	-839	0.04%
Affinity Capital Advisors, LLC	19.71K	Jun 30, 26	+2	0.04%
Bragg Financial Advisors, Inc	19.58K	Jun 30, 26	-575	0.04%
Cetera Investment Advisers	19.24K	Jun 30, 26	+80	0.04%
CITADEL ADVISORS LLC	18.98K	Jun 30, 26	-7.37K	0.04%
Cresset Asset Management, LLC	18.47K	Jun 30, 26	-15	0.04%
RED REEF ADVISORS LLC	18.44K	Jun 30, 26	+370	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	17.85K	Jun 30, 26	-2.43K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	17.31K	Jun 30, 26	+1.14K	0.04%
Johnson Financial Group, LLC	16.92K	Jun 30, 26	-1.39K	0.04%
Focus Financial Network, Inc.	16.86K	Jun 30, 26	-143	0.04%
GLENMEDE TRUST CO NA	16.38K	Jun 30, 26	+16.38K	0.04%
IMA Wealth, Inc.	16.32K	Jun 30, 26	+37	0.04%
TRUIST FINANCIAL CORP	16.27K	Jun 30, 26	+338	0.04%
GTS SECURITIES LLC	15.99K	Jun 30, 26	+15.99K	0.04%
EP Wealth Advisors, LLC	15.98K	Jun 30, 26	-147	0.04%
Bridgewater Advisors Inc.	15.84K	Jun 30, 26	-1.76K	0.04%
Trevian Wealth Management LLC	15.69K	Jun 30, 26	--	0.04%
Cartesian Growth Corp	15.46K	Jun 30, 26	-2.53K	0.03%
Farrow Financial Inc.	15.35K	Jun 30, 26	--	0.03%
COMMERCE BANK	15.31K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.89K	Jun 30, 26	-62	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	14.78K	Jun 30, 26	+1.16K	0.03%
HighPoint Advisor Group LLC	14.76K	Jun 30, 26	-3.75K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	14.72K	Jun 30, 26	+5.85K	0.03%
Tower Research Capital LLC (TRC)	14.46K	Jun 30, 26	+14.46K	0.03%
1832 Asset Management L.P.	13.87K	Jun 30, 26	+13.87K	0.03%
MATRIX ASSET ADVISORS INC/NY	13.38K	Jun 30, 26	+881	0.03%
Ally Invest Advisors Inc.	12.99K	Jun 30, 26	-96	0.03%
SRS Capital Advisors, Inc.	12.97K	Jun 30, 26	+12.97K	0.03%
Constant Guidance Financial LLC	12.43K	Jun 30, 26	-410	0.03%
Ameritas Investment Partners, Inc.	12.35K	Jun 30, 26	-362	0.03%
Values Added Financial LLC	11.98K	Jun 30, 26	+442	0.03%
William Mack & Associates, Inc.	11.89K	Jun 30, 26	+1.05K	0.03%
Facet Wealth, Inc.	11.79K	Jun 30, 26	+801	0.03%
NewEdge Advisors, LLC	11.53K	Jun 30, 26	+2.93K	0.03%
Fiduciary Group LLC	11.43K	Jun 30, 26	+1.46K	0.03%
TRUST CO OF VERMONT	11.31K	Jun 30, 26	+11.31K	0.03%
Enclave Advisors LLC	11.16K	Jun 30, 26	-163	0.02%
BURNS J W & CO INC/NY	10.75K	Jun 30, 26	+150	0.02%
Summit Global Investments	10.57K	Jun 30, 26	+10.57K	0.02%
Toroso Investments, LLC	10.55K	Jun 30, 26	+10.55K	0.02%
CI Private Wealth, LLC	10.38K	Jun 30, 26	-1.79K	0.02%
CIBC WORLD MARKET INC.	10.05K	Jun 30, 26	-550	0.02%
Human Investing LLC	9.95K	Jun 30, 26	-382	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	9.47K	Jun 30, 26	+149	0.02%
Lido Advisors, LLC	9.34K	Jun 30, 26	+5.43K	0.02%
Cornerstone Wealth Advisors, Inc.	9.32K	Jun 30, 26	--	0.02%
Steel Peak Wealth Management LLC	9.28K	Jun 30, 26	--	0.02%
CAPTRUST FINANCIAL ADVISORS	9.17K	Jun 30, 26	-385	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	8.93K	Jun 30, 26	--	0.02%
Savant Capital, LLC	8.91K	Jun 30, 26	+4.46K	0.02%
Private Advisor Group, LLC	8.90K	Jun 30, 26	+1.93K	0.02%
Equitable Holdings, Inc.	8.84K	Jun 30, 26	+4.37K	0.02%
Golden State Wealth Management, LLC	8.50K	Jun 30, 26	-179	0.02%
CBIZ Investment Advisory Services, LLC	8.49K	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	8.46K	Jun 30, 26	--	0.02%
Global Retirement Partners, LLC	8.46K	Jun 30, 26	+8.46K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.37K	Jun 30, 26	-10.38K	0.02%
BAILARD, INC.	8.15K	Jun 30, 26	-85	0.02%
Parkwoods Wealth Partners, LLC	8.14K	Jun 30, 26	+8.14K	0.02%
Rollins Financial Advisors, LLC	8.08K	Jun 30, 26	--	0.02%
Chicago Partners Investment Group LLC	8.07K	Jun 30, 26	-583	0.02%
Douglass Winthrop Advisors, LLC	8.00K	Jun 30, 26	--	0.02%
Diversified Trust Co	7.93K	Jun 30, 26	--	0.02%
Sankala Group LLC	7.91K	Jun 30, 26	-402	0.02%
FIRST MANHATTAN CO. LLC.	7.91K	Jun 30, 26	--	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	7.83K	Jun 30, 26	+442	0.02%
Trademark Financial Management, LLC	7.79K	Jun 30, 26	--	0.02%
Sovran Advisors, LLC	7.69K	Jun 30, 26	--	0.02%
CITIGROUP INC	7.55K	Jun 30, 26	+5.00K	0.02%
ENDEAVOR PRIVATE WEALTH, INC.	7.44K	Jun 30, 26	--	0.02%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	7.37K	Jun 30, 26	+16	0.02%
BLVD Private Wealth, LLC	7.36K	Jun 30, 26	-259	0.02%
Horst & Graben Wealth Management LLC	7.27K	Jun 30, 26	-4	0.02%
NorthRock Partners, LLC	7.25K	Jun 30, 26	+25	0.02%
Financial Insights, Inc.	7.17K	Jun 30, 26	--	0.02%
Prospera Financial Services Inc	6.86K	Jun 30, 26	+114	0.02%
FORONJY FINANCIAL LLC	6.71K	Jun 30, 26	-199	0.01%
One Capital Management, LLC	6.40K	Jun 30, 26	--	0.01%
US BANCORP \DE\	6.26K	Jun 30, 26	--	0.01%
MRA Advisory Group	6.15K	Jun 30, 26	-78	0.01%
BANK OF MONTREAL /CAN/	6.06K	Jun 30, 26	+157	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6.04K	Jun 30, 26	+151	0.01%
FIFTH THIRD BANCORP	5.93K	Jun 30, 26	--	0.01%
Highview Capital Management LLC/DE/	5.78K	Jun 30, 26	--	0.01%
Evanson Financial, LLC	5.65K	Jun 30, 26	+5.65K	0.01%
Ironwood Financial, llc	5.58K	Jun 30, 26	-284	0.01%
BROWN ADVISORY INC	5.47K	Jun 30, 26	--	0.01%
Merit Financial Group, LLC	5.40K	Jun 30, 26	+5.40K	0.01%
Atlantic Union Bankshares Corp	5.28K	Jun 30, 26	-67	0.01%
Rossby Financial, LCC	5.22K	Jun 30, 26	+506	0.01%
N.E.W. Advisory Services LLC	5.21K	Jun 30, 26	-683	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	5.21K	Jun 30, 26	+20	0.01%
South Shore Capital Advisors	4.97K	Jun 30, 26	+50	0.01%
Ballentine Partners, LLC	4.89K	Jun 30, 26	+161	0.01%
Tortoise Investment Management, LLC	4.83K	Jun 30, 26	--	0.01%
Storen Legacy Partners, LLC	4.76K	Jun 30, 26	+4.76K	0.01%
FIDUCIARY TRUST CO	4.75K	Jun 30, 26	-520	0.01%
UMB Bank, n.a.	4.68K	Jun 30, 26	--	0.01%
Waverly Advisors, LLC	4.67K	Jun 30, 26	--	0.01%
JANE STREET GROUP, LLC	4.64K	Jun 30, 26	-120	0.01%
Key FInancial Inc	4.54K	Jun 30, 26	--	0.01%
BRYN MAWR TRUST Co	4.50K	Jun 30, 26	--	0.01%
Alpha Omega Wealth Management LLC	4.45K	Jun 30, 26	--	0.01%
Seneca Financial Advisors LLC	4.42K	Jun 30, 26	+10	0.01%
4Thought Financial Group Inc.	4.40K	Jun 30, 26	-325	0.01%
Dakota Wealth Management	4.34K	Jun 30, 26	--	0.01%
Rockingstone Advisors LLC	4.30K	Jun 30, 26	-425	0.01%
FSM Wealth Advisors, LLC	4.27K	Jun 30, 26	+4	0.01%
IHT Wealth Management, LLC	4.25K	Jun 30, 26	-1.30K	0.01%
SCOTIA CAPITAL INC.	4.24K	Jun 30, 26	-29	0.01%
Baird Financial Group, Inc.	4.18K	Jun 30, 26	--	0.01%
Vanguard Personalized Indexing Management, LLC	4.08K	Jun 30, 26	--	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.05K	Jun 30, 26	--	0.01%
Sigma Planning Corp	4.02K	Jun 30, 26	-125	0.01%
Members Trust Co	3.93K	Jun 30, 26	--	0.01%
APPLETON PARTNERS INC/MA	3.85K	Jun 30, 26	+3.85K	0.01%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	3.83K	Jun 30, 26	--	0.01%
Smithfield Trust Co	3.74K	Jun 30, 26	-905	0.01%
Hoxton Planning & Management, LLC	3.50K	Jun 30, 26	+3.50K	0.01%
Northern Financial Advisors Inc	3.50K	Jun 30, 26	+3.50K	0.01%
Institute for Wealth Management, LLC.	3.46K	Jun 30, 26	-1.07K	0.01%
Bath Savings Trust Co	3.42K	Jun 30, 26	+3.42K	0.01%
TOP Private Wealth LLC.	3.38K	Jun 30, 26	+3.38K	0.01%
Hobbs Group Advisors, LLC	3.34K	Jun 30, 26	+3.34K	0.01%
Pacific Center for Financial Services	3.33K	Jun 30, 26	+3	0.01%
Sanctuary Advisors, LLC	3.32K	Jun 30, 26	+3.32K	0.01%
Atomic Invest LLC	3.30K	Jun 30, 26	-37	0.01%
Investment Research & Advisory Group, Inc.	3.23K	Jun 30, 26	+7	0.01%
First Bancorp, Inc /ME/	3.13K	Jun 30, 26	+3.13K	0.01%
AlphaCore Capital LLC	3.06K	Jun 30, 26	--	0.01%
Princeton Global Asset Management LLC	2.85K	Jun 30, 26	+866	0.01%
Tidemark, LLC	2.71K	Jun 30, 26	+1	0.01%
First Pacific Financial	2.67K	Jun 30, 26	-382	0.01%
Washington Trust Advisors, Inc.	2.54K	Jun 30, 26	--	0.01%
Monetary Solutions, Ltd	2.53K	Jun 30, 26	-292	0.01%
BLAIR WILLIAM & CO/IL	2.47K	Jun 30, 26	+62	0.01%
Allworth Financial LP	2.26K	Jun 30, 26	-390	0.01%
Robinswood Financial LLC	2.16K	Jun 30, 26	+339	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	2.07K	Jun 30, 26	+41	0.00%
GW&K Investment Management, LLC	1.94K	Jun 30, 26	--	0.00%
PROFFITT & GOODSON INC	1.82K	Jun 30, 26	--	0.00%
Capital Analysts, LLC	1.81K	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1.80K	Jun 30, 26	-120	0.00%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	1.80K	Jun 30, 26	+1.80K	0.00%
Kennebec Savings Bank	1.79K	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	1.79K	Jun 30, 26	+1.79K	0.00%
Steward Partners Investment Advisory, LLC	1.77K	Jun 30, 26	+15	0.00%
Wealth Enhancement Trust Services, Inc.	1.65K	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	1.38K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.24K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	1.20K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	1.18K	Jun 30, 26	+16	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.08K	Jun 30, 26	--	0.00%
Investors Research Corp	1.05K	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	1.00K	Jun 30, 26	-52	0.00%
Napier Financial, LLC	1.00K	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	971	Jun 30, 26	-309	0.00%
AE Wealth Management LLC	913	Jun 30, 26	-1.10K	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	854	Jun 30, 26	+20	0.00%
FIRST FINANCIAL CORP /IN/	843	Jun 30, 26	-44	0.00%
Asset Dedication, LLC	780	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	690	Jun 30, 26	--	0.00%
Larson Financial Group LLC	685	Jun 30, 26	+2	0.00%
Cranbrook Wealth Management, LLC	540	Jun 30, 26	--	0.00%
Harbor Asset Planning, Inc.	536	Jun 30, 26	+1	0.00%
Farther Finance Advisors, LLC	493	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	434	Jun 30, 26	+434	0.00%
Crewe Advisors LLC	389	Jun 30, 26	+1	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	387	Jun 30, 26	-2	0.00%
CoreCap Advisors, LLC	356	Jun 30, 26	--	0.00%
Ameritas Advisory Services, LLC	321	Jun 30, 26	+321	0.00%
TFC Financial Management, Inc.	311	Jun 30, 26	+1	0.00%
NBC SECURITIES, INC.	300	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	300	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	269	Jun 30, 26	-184	0.00%
Continuum Advisory, LLC	259	Jun 30, 26	+259	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	219	Jun 30, 26	--	0.00%
Kroeger Financial Partners	189	Jun 30, 26	+189	0.00%
Pinnacle Wealth Planning Services, Inc.	147	Jun 30, 26	--	0.00%
Orion Capital Management LLC	143	Jun 30, 26	--	0.00%
TIAA Wealth Investment Management LLC	136	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	114	Jun 30, 26	-5	0.00%
ASSETMARK, INC	101	Jun 30, 26	--	0.00%
Grove Bank & Trust	100	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	81	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	35	Jun 30, 26	--	0.00%
WPG Advisers, LLC	17	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	12	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	6	Jun 30, 26	+6	0.00%
Independent Advisor Alliance	--	Jun 30, 26	-6.67K	--
WealthShield Partners, LLC	--	Jun 30, 26	-57	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-5.90K	--
Advisory Services Network, LLC	--	Jun 30, 26	-984	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-151	--
Sound Income Strategies, LLC	--	Jun 30, 26	-202	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-5.18K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-161	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-224	--
CWM, LLC	10.32K	Mar 31, 26	-5.73K	0.02%
North Berkeley Wealth Management, LLC	7.60K	Mar 31, 26	+161	0.02%
Evanson Asset Management, LLC	5.65K	Mar 31, 26	--	0.01%
COMERICA BANK	6.02K	Dec 31, 25	-10	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.95K	--
Sensible Financial Planning & Management, LLC.	395.14K	Sep 30, 25	+9.58K	0.88%
FIRST NATIONAL CORP /MA/ /ADV	22.78K	Sep 30, 25	-204	0.05%
JFG Wealth Management, LLC	14.23K	Sep 30, 25	--	0.03%
Willow Creek Wealth Management Inc.	3.95K	Sep 30, 25	-464	0.01%
Bristlecone Advisors, LLC	--	Sep 30, 25	-327	--
DOHJ, LLC	7.80K	Jun 30, 25	--	0.02%
PrairieView Partners, LLC	798	Jun 30, 25	--	0.00%
Iron Horse Wealth Management, LLC	38	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-20.55K	--
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-12.23K	--
West Coast Financial LLC	16.15K	Mar 31, 25	--	0.04%
Sandy Spring Bank	5.42K	Mar 31, 25	--	0.01%
Wolf Group Capital Advisors	--	Mar 31, 25	-5.89K	--
LAKE STREET ADVISORS GROUP, LLC	874.14K	Dec 31, 24	+1.04K	1.95%
Raymond James Financial Services Advisors, Inc.	18.05K	Sep 30, 24	-1.64K	0.04%
RAYMOND JAMES & ASSOCIATES	10.89K	Sep 30, 24	-543	0.02%
Syntrinsic LLC	9.61K	Sep 30, 24	+26	0.02%
PRIO WEALTH LIMITED PARTNERSHIP	7.37K	Sep 30, 24	--	0.02%
Cetera Advisor Networks LLC	11.02K	Mar 31, 24	-133	0.02%
FOCUS FINANCIAL NETWORK INC /ADV	16.35K	Dec 31, 23	+16.35K	0.04%
Rollins Financial	8.05K	Dec 31, 23	--	0.02%
Simplicity Solutions, LLC	6.22K	Dec 31, 23	-458	0.01%
PATHSTONE FAMILY OFFICE, LLC	339.24K	Sep 30, 23	+339.24K	0.76%
FOSTER DYKEMA CABOT & CO INC/MA	111.15K	Sep 30, 23	--	0.25%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	72.96K	Sep 30, 23	-704	0.16%
APPLETON GROUP, LLC	--	Sep 30, 23	-8.13K	--
V Wealth Advisors LLC	--	Sep 30, 23	-6.30K	--
Veritable, L.P.	350.34K	Jun 30, 23	+11.10K	0.78%
BerganKDV Wealth Management, LLC	29.38K	Jun 30, 23	+12.24K	0.07%
Kalos Management, Inc.	--	Jun 30, 23	-141	--
Baldrige Asset Management LLC	138	Mar 31, 23	+92	0.00%
Parsec Financial Management, Inc.	--	Mar 31, 23	-5.40K	--
RESOLUTE FINANCIAL, LLC	5.85K	Dec 31, 22	-342	0.01%
Sargent Bickham Lagudis LLC	483	Dec 31, 22	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	101.89K	Sep 30, 22	-23.25K	0.23%
Ashfield Capital Partners, LLC	5.08K	Sep 30, 22	-595	0.01%
Highland Private Wealth Management	2.71K	Sep 30, 22	--	0.01%
Eidelman Virant Capital	879	Sep 30, 22	-24	0.00%
Covington Capital Management	309	Sep 30, 22	--	0.00%
American Portfolios Advisors	143	Sep 30, 22	+143	0.00%
BINGHAM OSBORN & SCARBOROUGH LLC	22.32K	Sep 30, 21	-1.99K	0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.93K	Dec 31, 19	+405	0.03%
Advisor Group, Inc.	1.41K	Dec 31, 19	-294	0.00%
KLS Professional Advisors Group, LLC	8.69K	Jun 30, 19	+8.69K	0.02%
Commonwealth Equity Services, Inc	10.96K	Jun 30, 17	+3.48K	0.02%

Latest holdings as of Sep 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Holder

Date

Change

% Held

EASTERN BANK

3.41K

Sep 30, 26

0.01%

Hickory Point Bank & Trust

Sep 30, 26

+21

0.00%

Windmill Hill Asset Management Ltd

5.43M

Jun 30, 26

+1.39M

12.11%

Choate Investment Advisors

2.28M

Jun 30, 26

-99.46K

5.09%

Betterment LLC

1.98M

Jun 30, 26

+10.28K

4.42%

Bank of New York Mellon Corp

1.30M

Jun 30, 26

-529

2.89%

BANK OF AMERICA CORP /DE/

1.09M

Jun 30, 26

+76.28K

2.43%

LPL Financial LLC

498.47K

Jun 30, 26

+12.72K

1.11%

PNC FINANCIAL SERVICES GROUP, INC.

466.57K

Jun 30, 26

-46.04K

1.04%

MORGAN STANLEY

456.72K

Jun 30, 26

+20.43K

1.02%

SPINNAKER TRUST

455.03K

Jun 30, 26

+22.97K

1.02%

Gemmer Asset Management LLC

451.36K

Jun 30, 26

-2.23K

1.01%

Beacon Pointe Advisors, LLC

391.33K

Jun 30, 26

-7.00K

0.87%

ALLIANZ SE

298.01K

Jun 30, 26

0.67%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

291.23K

Jun 30, 26

-65.96K

0.65%

Pathstone Holdings, LLC

269.93K

Jun 30, 26

+3.82K

0.60%

AMERIPRISE FINANCIAL INC

257.55K

Jun 30, 26

+19.50K

0.58%

ROYAL BANK OF CANADA

228.91K

Jun 30, 26

-37.84K

0.51%

Mariner, LLC

211.66K

Jun 30, 26

-40.55K

0.47%

GOULD ASSET MANAGEMENT LLC /CA/

176.01K

Jun 30, 26

-6.43K

0.39%

SEEDS INVESTOR LLC

173.17K

Jun 30, 26

+30.77K

0.39%

RETIREMENT INCOME SOLUTIONS, INC

164.72K

Jun 30, 26

-4.73K

0.37%

Rockefeller Capital Management L.P.

160.09K

Jun 30, 26

-291

0.36%

Cerity Partners LLC

156.33K

Jun 30, 26

+1.38K

0.35%

COMMONWEALTH EQUITY SERVICES, LLC

155.57K

Jun 30, 26

-710

0.35%

Cambridge Investment Research Advisors, Inc.

154.90K

Jun 30, 26

+14.88K

0.35%

SEI INVESTMENTS CO

121.44K

Jun 30, 26

-1.69K

0.27%

XPONANCE, INC.

121.37K

Jun 30, 26

+47.21K

0.27%

UBS Group AG

110.86K

Jun 30, 26

+3.62K

0.25%

FOSTER DYKEMA CABOT & PARTNERS, LLC

100.83K

Jun 30, 26

0.23%

GOLDMAN SACHS GROUP INC

99.74K

Jun 30, 26

+66.79K

0.22%

TIFF ADVISORY SERVICES INC

88.36K

Jun 30, 26

+3.95K

0.20%

CRUX WEALTH ADVISORS

85.86K

Jun 30, 26

+342

0.19%

HARBOUR INVESTMENTS, INC.

81.22K

Jun 30, 26

-4.66K

0.18%

WELLS FARGO & COMPANY/MN

78.21K

Jun 30, 26

+1.16K

0.17%

FLPUTNAM INVESTMENT MANAGEMENT CO

70.63K

Jun 30, 26

+33

0.16%

Stonehearth Capital Management, LLC

68.71K

Jun 30, 26

-174

0.15%

BROWN BROTHERS HARRIMAN & CO

65.88K

Jun 30, 26

0.15%

Milestone Investment Advisors LLC

61.35K

Jun 30, 26

-117

0.14%

ADVISOR GROUP HOLDINGS, INC.

49.77K

Jun 30, 26

+4.33K

0.11%

Mount Yale Investment Advisors, LLC

49.59K

Jun 30, 26

0.11%

RAYMOND JAMES FINANCIAL INC

48.97K

Jun 30, 26

+3.86K

0.11%

AXXCESS WEALTH MANAGEMENT, LLC

48.80K

Jun 30, 26

+48.80K

0.11%

HighTower Advisors, LLC

48.54K

Jun 30, 26

-669

0.11%

Modera Wealth Management, LLC

47.37K

Jun 30, 26

+968

0.11%

IMC-Chicago, LLC

44.85K

Jun 30, 26

+11.82K

0.10%

AGF MANAGEMENT LTD

43.92K

Jun 30, 26

+100

0.10%

Oxler Private Wealth LLC

41.18K

Jun 30, 26

+4.93K

0.09%

Creative Planning

41.14K

Jun 30, 26

-86

0.09%

JONES FINANCIAL COMPANIES LLLP

40.45K

Jun 30, 26

+16.25K

0.09%

FMR LLC

35.26K

Jun 30, 26

+565

0.08%

PFG Advisors

35.10K

Jun 30, 26

-89

0.08%

Kestra Advisory Services, LLC

34.90K

Jun 30, 26

+12.41K

0.08%

MASECO LLP

34.15K

Jun 30, 26

0.08%

ENVESTNET ASSET MANAGEMENT INC

33.46K

Jun 30, 26

+522

0.07%

MARINO, STRAM & ASSOCIATES LLC

33.03K

Jun 30, 26

+453

0.07%

Resources Investment Advisors, LLC.

32.41K

Jun 30, 26

+1.10K

0.07%

Fortis Capital Management LLC

31.66K

Jun 30, 26

-79

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

31.05K

Jun 30, 26

+125

0.07%

CITIZENS FINANCIAL GROUP INC/RI

30.20K

Jun 30, 26

0.07%

Operose Advisors LLC

29.80K

Jun 30, 26

+1.42K

0.07%

Boyd Wealth Management, LLC

29.59K

Jun 30, 26

-3.13K

0.07%

Advisory Solutions Group, LLC

29.29K

Jun 30, 26

+29.29K

0.07%

AQR CAPITAL MANAGEMENT LLC

28.57K

Jun 30, 26

0.06%

Clear Harbor Asset Management, LLC

27.82K

Jun 30, 26

0.06%

JPMORGAN CHASE & CO

27.47K

Jun 30, 26

-548

0.06%

Wealthfront Advisers LLC

27.30K

Jun 30, 26

+734

0.06%

MML INVESTORS SERVICES, LLC

26.21K

Jun 30, 26

+3.85K

0.06%

PFG Investments, LLC

25.55K

Jun 30, 26

+1.04K

0.06%

Hanson & Doremus Investment Management

25.26K

Jun 30, 26

-197

0.06%

ALESCO ADVISORS LLC

24.81K

Jun 30, 26

0.06%

CAPITAL CITY TRUST CO/FL

24.14K

Jun 30, 26

-45

0.05%

SENTINEL TRUST CO LBA

21.52K

Jun 30, 26

+250

0.05%

BRADLEY FOSTER & SARGENT INC/CT

21.50K

Jun 30, 26

0.05%

Essex Financial Services, Inc.

21.48K

Jun 30, 26

0.05%

WESCAP Management Group, Inc.

21.22K

Jun 30, 26

0.05%

Western Wealth Management, LLC

21.20K

Jun 30, 26

+70

0.05%

STIFEL FINANCIAL CORP

20.91K

Jun 30, 26

+456

0.05%

Bell Investment Advisors, Inc

20.04K

Jun 30, 26

+512

0.04%

eCIO, Inc.

19.96K

Jun 30, 26

-839

0.04%

Affinity Capital Advisors, LLC

19.71K

Jun 30, 26

0.04%

Bragg Financial Advisors, Inc

19.58K

Jun 30, 26

-575

0.04%

Cetera Investment Advisers

19.24K

Jun 30, 26

+80

0.04%

CITADEL ADVISORS LLC

18.98K

Jun 30, 26

-7.37K

0.04%

Cresset Asset Management, LLC

18.47K

Jun 30, 26

-15

0.04%

RED REEF ADVISORS LLC

18.44K

Jun 30, 26

+370

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

17.85K

Jun 30, 26

-2.43K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

17.31K

Jun 30, 26

+1.14K

0.04%

Johnson Financial Group, LLC

16.92K

Jun 30, 26

-1.39K

0.04%

Focus Financial Network, Inc.

16.86K

Jun 30, 26

-143

0.04%

GLENMEDE TRUST CO NA

16.38K

Jun 30, 26

+16.38K

0.04%

IMA Wealth, Inc.

16.32K

Jun 30, 26

+37

0.04%

TRUIST FINANCIAL CORP

16.27K

Jun 30, 26

+338

0.04%

GTS SECURITIES LLC

15.99K

Jun 30, 26

+15.99K

0.04%

EP Wealth Advisors, LLC

15.98K

Jun 30, 26

-147

0.04%

Bridgewater Advisors Inc.

15.84K

Jun 30, 26

-1.76K

0.04%

Trevian Wealth Management LLC

15.69K

Jun 30, 26

0.04%

Cartesian Growth Corp

15.46K

Jun 30, 26

-2.53K

0.03%

Farrow Financial Inc.

15.35K

Jun 30, 26

0.03%

COMMERCE BANK

15.31K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.89K

Jun 30, 26

-62

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

14.78K

Jun 30, 26

+1.16K

0.03%

HighPoint Advisor Group LLC

14.76K

Jun 30, 26

-3.75K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

14.72K

Jun 30, 26

+5.85K

0.03%

Tower Research Capital LLC (TRC)

14.46K

Jun 30, 26

+14.46K

0.03%

1832 Asset Management L.P.

13.87K

Jun 30, 26

+13.87K

0.03%

MATRIX ASSET ADVISORS INC/NY

13.38K

Jun 30, 26

+881

0.03%

Ally Invest Advisors Inc.

12.99K

Jun 30, 26

-96

0.03%

SRS Capital Advisors, Inc.

12.97K

Jun 30, 26

+12.97K

0.03%

Constant Guidance Financial LLC

12.43K

Jun 30, 26

-410

0.03%

Ameritas Investment Partners, Inc.

12.35K

Jun 30, 26

-362

0.03%

Values Added Financial LLC

11.98K

Jun 30, 26

+442

0.03%

William Mack & Associates, Inc.

11.89K

Jun 30, 26

+1.05K

0.03%

Facet Wealth, Inc.

11.79K

Jun 30, 26

+801

0.03%

NewEdge Advisors, LLC

11.53K

Jun 30, 26

+2.93K

0.03%

Fiduciary Group LLC

11.43K

Jun 30, 26

+1.46K

0.03%

TRUST CO OF VERMONT

11.31K

Jun 30, 26

+11.31K

0.03%

Enclave Advisors LLC

11.16K

Jun 30, 26

-163

0.02%

BURNS J W & CO INC/NY

10.75K

Jun 30, 26

+150

0.02%

Summit Global Investments

10.57K

Jun 30, 26

+10.57K

0.02%

Toroso Investments, LLC

10.55K

Jun 30, 26

+10.55K

0.02%

CI Private Wealth, LLC

10.38K

Jun 30, 26

-1.79K

0.02%

CIBC WORLD MARKET INC.

10.05K

Jun 30, 26

-550

0.02%

Human Investing LLC

9.95K

Jun 30, 26

-382

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

9.47K

Jun 30, 26

+149

0.02%

Lido Advisors, LLC

9.34K

Jun 30, 26

+5.43K

0.02%

Cornerstone Wealth Advisors, Inc.

9.32K

Jun 30, 26

0.02%

Steel Peak Wealth Management LLC

9.28K

Jun 30, 26

0.02%

CAPTRUST FINANCIAL ADVISORS

9.17K

Jun 30, 26

-385

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

8.93K

Jun 30, 26

0.02%

Savant Capital, LLC

8.91K

Jun 30, 26

+4.46K

0.02%

Private Advisor Group, LLC

8.90K

Jun 30, 26

+1.93K

0.02%

Equitable Holdings, Inc.

8.84K

Jun 30, 26

+4.37K

0.02%

Golden State Wealth Management, LLC

8.50K

Jun 30, 26

-179

0.02%

CBIZ Investment Advisory Services, LLC

8.49K

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

8.46K

Jun 30, 26

0.02%

Global Retirement Partners, LLC

8.46K

Jun 30, 26

+8.46K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.37K

Jun 30, 26

-10.38K

0.02%

BAILARD, INC.

8.15K

Jun 30, 26

-85

0.02%

Parkwoods Wealth Partners, LLC

8.14K

Jun 30, 26

+8.14K

0.02%

Rollins Financial Advisors, LLC

8.08K

Jun 30, 26

0.02%

Chicago Partners Investment Group LLC

8.07K

Jun 30, 26

-583

0.02%

Douglass Winthrop Advisors, LLC

8.00K

Jun 30, 26

0.02%

Diversified Trust Co

7.93K

Jun 30, 26

0.02%

Sankala Group LLC

7.91K

Jun 30, 26

-402

0.02%

FIRST MANHATTAN CO. LLC.

7.91K

Jun 30, 26

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

7.83K

Jun 30, 26

+442

0.02%

Trademark Financial Management, LLC

7.79K

Jun 30, 26

0.02%

Sovran Advisors, LLC

7.69K

Jun 30, 26

0.02%

CITIGROUP INC

7.55K

Jun 30, 26

+5.00K

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

7.44K

Jun 30, 26

0.02%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

7.37K

Jun 30, 26

+16

0.02%

BLVD Private Wealth, LLC

7.36K

Jun 30, 26

-259

0.02%

Horst & Graben Wealth Management LLC

7.27K

Jun 30, 26

-4

0.02%

NorthRock Partners, LLC

7.25K

Jun 30, 26

+25

0.02%

Financial Insights, Inc.

7.17K

Jun 30, 26

0.02%

Prospera Financial Services Inc

6.86K

Jun 30, 26

+114

0.02%

FORONJY FINANCIAL LLC

6.71K

Jun 30, 26

-199

0.01%

One Capital Management, LLC

6.40K

Jun 30, 26

0.01%

US BANCORP \DE\

6.26K

Jun 30, 26

0.01%

MRA Advisory Group

6.15K

Jun 30, 26

-78

0.01%

BANK OF MONTREAL /CAN/

6.06K

Jun 30, 26

+157

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.04K

Jun 30, 26

+151

0.01%

FIFTH THIRD BANCORP

5.93K

Jun 30, 26

0.01%

Highview Capital Management LLC/DE/

5.78K

Jun 30, 26

0.01%

Evanson Financial, LLC

5.65K

Jun 30, 26

+5.65K

0.01%

Ironwood Financial, llc

5.58K

Jun 30, 26

-284

0.01%

BROWN ADVISORY INC

5.47K

Jun 30, 26

0.01%

Merit Financial Group, LLC

5.40K

Jun 30, 26

+5.40K

0.01%

Atlantic Union Bankshares Corp

5.28K

Jun 30, 26

-67

0.01%

Rossby Financial, LCC

5.22K

Jun 30, 26

+506

0.01%

N.E.W. Advisory Services LLC

5.21K

Jun 30, 26

-683

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

5.21K

Jun 30, 26

+20

0.01%

South Shore Capital Advisors

4.97K

Jun 30, 26

+50

0.01%

Ballentine Partners, LLC

4.89K

Jun 30, 26

+161

0.01%

Tortoise Investment Management, LLC

4.83K

Jun 30, 26

0.01%

Storen Legacy Partners, LLC

4.76K

Jun 30, 26

+4.76K

0.01%

FIDUCIARY TRUST CO

4.75K

Jun 30, 26

-520

0.01%

UMB Bank, n.a.

4.68K

Jun 30, 26

0.01%

Waverly Advisors, LLC

4.67K

Jun 30, 26

0.01%

JANE STREET GROUP, LLC

4.64K

Jun 30, 26

-120

0.01%

Key FInancial Inc

4.54K

Jun 30, 26

0.01%

BRYN MAWR TRUST Co

4.50K

Jun 30, 26

0.01%

Alpha Omega Wealth Management LLC

4.45K

Jun 30, 26

0.01%

Seneca Financial Advisors LLC

4.42K

Jun 30, 26

+10

0.01%

4Thought Financial Group Inc.

4.40K

Jun 30, 26

-325

0.01%

Dakota Wealth Management

4.34K

Jun 30, 26

0.01%

Rockingstone Advisors LLC

4.30K

Jun 30, 26

-425

0.01%

FSM Wealth Advisors, LLC

4.27K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

4.25K

Jun 30, 26

-1.30K

0.01%

SCOTIA CAPITAL INC.

4.24K

Jun 30, 26

-29

0.01%

Baird Financial Group, Inc.

4.18K

Jun 30, 26

0.01%

Vanguard Personalized Indexing Management, LLC

4.08K

Jun 30, 26

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.05K

Jun 30, 26

0.01%

Sigma Planning Corp

4.02K

Jun 30, 26

-125

0.01%

Members Trust Co

3.93K

Jun 30, 26

0.01%

APPLETON PARTNERS INC/MA

3.85K

Jun 30, 26

+3.85K

0.01%

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

3.83K

Jun 30, 26

0.01%

Smithfield Trust Co

3.74K

Jun 30, 26

-905

0.01%

Hoxton Planning & Management, LLC

3.50K

Jun 30, 26

+3.50K

0.01%

Northern Financial Advisors Inc

3.50K

Jun 30, 26

+3.50K

0.01%

Institute for Wealth Management, LLC.

3.46K

Jun 30, 26

-1.07K

0.01%

Bath Savings Trust Co

3.42K

Jun 30, 26

+3.42K

0.01%

TOP Private Wealth LLC.

3.38K

Jun 30, 26

+3.38K

0.01%

Hobbs Group Advisors, LLC

3.34K

Jun 30, 26

+3.34K

0.01%

Pacific Center for Financial Services

3.33K

Jun 30, 26

0.01%

Sanctuary Advisors, LLC

3.32K

Jun 30, 26

+3.32K

0.01%

Atomic Invest LLC

3.30K

Jun 30, 26

-37

0.01%

Investment Research & Advisory Group, Inc.

3.23K

Jun 30, 26

0.01%

First Bancorp, Inc /ME/

3.13K

Jun 30, 26

+3.13K

0.01%

AlphaCore Capital LLC

3.06K

Jun 30, 26

0.01%

Princeton Global Asset Management LLC

2.85K

Jun 30, 26

+866

0.01%

Tidemark, LLC

2.71K

Jun 30, 26

0.01%

First Pacific Financial

2.67K

Jun 30, 26

-382

0.01%

Washington Trust Advisors, Inc.

2.54K

Jun 30, 26

0.01%

Monetary Solutions, Ltd

2.53K

Jun 30, 26

-292

0.01%

BLAIR WILLIAM & CO/IL

2.47K

Jun 30, 26

+62

0.01%

Allworth Financial LP

2.26K

Jun 30, 26

-390

0.01%

Robinswood Financial LLC

2.16K

Jun 30, 26

+339

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

2.07K

Jun 30, 26

+41

0.00%

GW&K Investment Management, LLC

1.94K

Jun 30, 26

0.00%

PROFFITT & GOODSON INC

1.82K

Jun 30, 26

0.00%

Capital Analysts, LLC

1.81K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.80K

Jun 30, 26

-120

0.00%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

1.80K

Jun 30, 26

+1.80K

0.00%

Kennebec Savings Bank

1.79K

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

1.79K

Jun 30, 26

+1.79K

0.00%

Steward Partners Investment Advisory, LLC

1.77K

Jun 30, 26

+15

0.00%

Wealth Enhancement Trust Services, Inc.

1.65K

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.38K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.24K

Jun 30, 26

0.00%

Parallel Advisors, LLC

1.20K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

1.18K

Jun 30, 26

+16

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.08K

Jun 30, 26

0.00%

Investors Research Corp

1.05K

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

1.00K

Jun 30, 26

-52

0.00%

Napier Financial, LLC

1.00K

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

971

Jun 30, 26

-309

0.00%

AE Wealth Management LLC

913

Jun 30, 26

-1.10K

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

854

Jun 30, 26

+20

0.00%

FIRST FINANCIAL CORP /IN/

843

Jun 30, 26

-44

0.00%

Asset Dedication, LLC

780

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

690

Jun 30, 26

0.00%

Larson Financial Group LLC

685

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

540

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

536

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

493

Jun 30, 26

0.00%

Brooklyn FI, LLC

434

Jun 30, 26

+434

0.00%

Crewe Advisors LLC

389

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

387

Jun 30, 26

-2

0.00%

CoreCap Advisors, LLC

356

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

321

Jun 30, 26

+321

0.00%

TFC Financial Management, Inc.

311

Jun 30, 26

0.00%

NBC SECURITIES, INC.

300

Jun 30, 26

0.00%

Westside Investment Management, Inc.

300

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

269

Jun 30, 26

-184

0.00%

Continuum Advisory, LLC

259

Jun 30, 26

+259

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

219

Jun 30, 26

0.00%

Kroeger Financial Partners

189

Jun 30, 26

+189

0.00%

Pinnacle Wealth Planning Services, Inc.

147

Jun 30, 26

0.00%

Orion Capital Management LLC

143

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

136

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

114

Jun 30, 26

-5

0.00%

ASSETMARK, INC

101

Jun 30, 26

0.00%

Grove Bank & Trust

100

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

0.00%

North Star Investment Management Corp.

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Independent Advisor Alliance

Jun 30, 26

-6.67K

WealthShield Partners, LLC

Jun 30, 26

-57

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-5.90K

Advisory Services Network, LLC

Jun 30, 26

-984

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-151

Sound Income Strategies, LLC

Jun 30, 26

-202

FLOW TRADERS U.S. LLC

Jun 30, 26

-5.18K

Qube Research & Technologies Ltd

Jun 30, 26

-161

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-224

CWM, LLC

10.32K

Mar 31, 26

-5.73K

0.02%

North Berkeley Wealth Management, LLC

7.60K

Mar 31, 26

+161

0.02%

Evanson Asset Management, LLC

5.65K

Mar 31, 26

0.01%

COMERICA BANK

6.02K

Dec 31, 25

-10

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.95K

Sensible Financial Planning & Management, LLC.

395.14K

Sep 30, 25

+9.58K

0.88%

FIRST NATIONAL CORP /MA/ /ADV

22.78K

Sep 30, 25

-204

0.05%

JFG Wealth Management, LLC

14.23K

Sep 30, 25

0.03%

Willow Creek Wealth Management Inc.

3.95K

Sep 30, 25

-464

0.01%

Bristlecone Advisors, LLC

Sep 30, 25

-327

DOHJ, LLC

7.80K

Jun 30, 25

0.02%

PrairieView Partners, LLC

798

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-20.55K

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-12.23K

West Coast Financial LLC

16.15K

Mar 31, 25

0.04%

Sandy Spring Bank

5.42K

Mar 31, 25

0.01%

Wolf Group Capital Advisors

Mar 31, 25

-5.89K

LAKE STREET ADVISORS GROUP, LLC

874.14K

Dec 31, 24

+1.04K

1.95%

Raymond James Financial Services Advisors, Inc.

18.05K

Sep 30, 24

-1.64K

0.04%

RAYMOND JAMES & ASSOCIATES

10.89K

Sep 30, 24

-543

0.02%

Syntrinsic LLC

9.61K

Sep 30, 24

+26

0.02%

PRIO WEALTH LIMITED PARTNERSHIP

7.37K

Sep 30, 24

0.02%

Cetera Advisor Networks LLC

11.02K

Mar 31, 24

-133

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

16.35K

Dec 31, 23

+16.35K

0.04%

Rollins Financial

8.05K

Dec 31, 23

0.02%

Simplicity Solutions, LLC

6.22K

Dec 31, 23

-458

0.01%

PATHSTONE FAMILY OFFICE, LLC

339.24K

Sep 30, 23

+339.24K

0.76%

FOSTER DYKEMA CABOT & CO INC/MA

111.15K

Sep 30, 23

0.25%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

72.96K

Sep 30, 23

-704

0.16%

APPLETON GROUP, LLC

Sep 30, 23

-8.13K

V Wealth Advisors LLC

Sep 30, 23

-6.30K

Veritable, L.P.

350.34K

Jun 30, 23

+11.10K

0.78%

BerganKDV Wealth Management, LLC

29.38K

Jun 30, 23

+12.24K

0.07%

Kalos Management, Inc.

Jun 30, 23

-141

Baldrige Asset Management LLC

138

Mar 31, 23

+92

0.00%

Parsec Financial Management, Inc.

Mar 31, 23

-5.40K

RESOLUTE FINANCIAL, LLC

5.85K

Dec 31, 22

-342

0.01%

Sargent Bickham Lagudis LLC

483

Dec 31, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

101.89K

Sep 30, 22

-23.25K

0.23%

Ashfield Capital Partners, LLC

5.08K

Sep 30, 22

-595

0.01%

Highland Private Wealth Management

2.71K

Sep 30, 22

0.01%

Eidelman Virant Capital

879

Sep 30, 22

-24

0.00%

Covington Capital Management

309

Sep 30, 22

0.00%

American Portfolios Advisors

143

Sep 30, 22

+143

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

22.32K

Sep 30, 21

-1.99K

0.05%

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.93K

Dec 31, 19

+405

0.03%

Advisor Group, Inc.

1.41K

Dec 31, 19

-294

0.00%

KLS Professional Advisors Group, LLC

8.69K

Jun 30, 19

+8.69K

0.02%

Commonwealth Equity Services, Inc

10.96K

Jun 30, 17

+3.48K

0.02%