ProShares - Ultra S&P500(SSO)

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ProShares - Ultra S&P500(SSO)

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$70.15—

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SSO(SSO)

SSO

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Institutional Ownership

Top 358 Institutional Holders

Holder	Shares	Date	Change	% Held
Howard Capital Management Inc.	12.17M	Jun 30, 26	+12.17M	10.23%
Main Street Group, LTD	1.20M	Jun 30, 26	+32.33K	1.00%
TTP Investments, Inc.	953.81K	Jun 30, 26	+677.63K	0.80%
GOLDMAN SACHS GROUP INC	878.20K	Jun 30, 26	+850.00K	0.74%
Client First Investment Management LLC	544.55K	Jun 30, 26	+426.49K	0.46%
Spire Wealth Management	381.99K	Jun 30, 26	-37.91K	0.32%
Ridgepath Capital Management LLC	369.11K	Jun 30, 26	-997	0.31%
UBS Group AG	321.45K	Jun 30, 26	+36.71K	0.27%
Asset Management Group, Inc.	282.81K	Jun 30, 26	-4.93K	0.24%
KINGSWOOD WEALTH ADVISORS, LLC	271.38K	Jun 30, 26	+133.93K	0.23%
HighTower Advisors, LLC	249.62K	Jun 30, 26	-929	0.21%
Brookstone Capital Management	232.20K	Jun 30, 26	-22.01K	0.20%
TOTH FINANCIAL ADVISORY CORP	228.62K	Jun 30, 26	-3.67K	0.19%
Portfolio Design Labs, LLC	220.40K	Jun 30, 26	-6.67K	0.19%
Arta Finance Wealth Management LLC	179.19K	Jun 30, 26	-6.33K	0.15%
GenWealth Group, Inc.	168.78K	Jun 30, 26	-6.35K	0.14%
Capital Investment Counsel, Inc	167.73K	Jun 30, 26	+8.69K	0.14%
INDEPENDENT FINANCIAL GROUP, LLC	166.08K	Jun 30, 26	-5.12K	0.14%
Dedeker Financial LLC	165.24K	Jun 30, 26	-3.40K	0.14%
Global View Capital Management LLC	162.65K	Jun 30, 26	+9.64K	0.14%
Ascent Group, LLC	159.35K	Jun 30, 26	-5.43K	0.13%
PNC FINANCIAL SERVICES GROUP, INC.	153.47K	Jun 30, 26	--	0.13%
Three Seasons Wealth, LLC	120.59K	Jun 30, 26	+120.59K	0.10%
Lido Advisors, LLC	118.60K	Jun 30, 26	-20.82K	0.10%
CENTAURUS FINANCIAL, INC.	116.08K	Jun 30, 26	+116.08K	0.10%
J. M. Brown & Associates Inc.	113.43K	Jun 30, 26	+113.43K	0.10%
JPMORGAN CHASE & CO	99.05K	Jun 30, 26	-1.82K	0.08%
Blueprint Investment Partners LLC	97.41K	Jun 30, 26	+97.41K	0.08%
Wealthcare Advisory Partners LLC	94.94K	Jun 30, 26	-980	0.08%
Ashton Thomas Private Wealth, LLC	88.62K	Jun 30, 26	-8.97K	0.07%
UNIQUE WEALTH, LLC	86.90K	Jun 30, 26	-2.33K	0.07%
HARBOUR INVESTMENTS, INC.	83.75K	Jun 30, 26	+155	0.07%
GTS SECURITIES LLC	79.70K	Jun 30, 26	+79.70K	0.07%
MILESTONE ASSET MANAGEMENT, LLC	72.90K	Jun 30, 26	+68.43K	0.06%
Apollon Financial, LLC	61.62K	Jun 30, 26	+4	0.05%
Creative Planning	58.94K	Jun 30, 26	-1.78K	0.05%
Blueprint Financial Advisors LLC	58.28K	Jun 30, 26	+58.28K	0.05%
Innova Wealth Partners	57.91K	Jun 30, 26	-471	0.05%
Tower Research Capital LLC (TRC)	54.82K	Jun 30, 26	+44.89K	0.05%
Marshall Financial Group LLC	54.44K	Jun 30, 26	-25.41K	0.05%
RENAISSANCE TECHNOLOGIES LLC	51.85K	Jun 30, 26	+51.85K	0.04%
Professional Financial Advisors, LLC	51.24K	Jun 30, 26	+1.19K	0.04%
SP Asset Management LLC	50.80K	Jun 30, 26	-785	0.04%
ADVISOR GROUP HOLDINGS, INC.	50.29K	Jun 30, 26	-7.75K	0.04%
Koshinski Asset Management, Inc.	49.09K	Jun 30, 26	+4.02K	0.04%
ASSETMARK, INC	48.76K	Jun 30, 26	+19.74K	0.04%
PMV Capital Advisers, LLC	46.56K	Jun 30, 26	+5.08K	0.04%
Plotkin Financial Advisors, LLC	46.52K	Jun 30, 26	-9.07K	0.04%
Tempus Wealth Planning, LLC	46.05K	Jun 30, 26	+46.05K	0.04%
Stratos Wealth Partners, LTD.	44.96K	Jun 30, 26	+102	0.04%
Capital Investment Advisory Services, LLC	44.91K	Jun 30, 26	-2.48K	0.04%
Mariner, LLC	44.47K	Jun 30, 26	-1.26K	0.04%
Meridian Wealth Management, LLC	43.77K	Jun 30, 26	+9.22K	0.04%
Sowell Financial Services LLC	43.03K	Jun 30, 26	-8.46K	0.04%
Global Assets Advisory, LLC	42.81K	Jun 30, 26	+42.81K	0.04%
Valeo Financial Advisors, LLC	40.04K	Jun 30, 26	--	0.03%
ALLIANCEBERNSTEIN L.P.	40.00K	Jun 30, 26	-2.49K	0.03%
LPL Financial LLC	39.94K	Jun 30, 26	-22.61K	0.03%
Farther Finance Advisors, LLC	39.57K	Jun 30, 26	+33.62K	0.03%
Larson Financial Group LLC	39.41K	Jun 30, 26	+1.41K	0.03%
CAPTRUST FINANCIAL ADVISORS	39.20K	Jun 30, 26	-3.35K	0.03%
Sollinda Capital Management LLC	37.31K	Jun 30, 26	-4.76K	0.03%
Sovereign Financial Group, Inc.	36.15K	Jun 30, 26	+110	0.03%
Sanctuary Advisors, LLC	35.70K	Jun 30, 26	+15.40K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	33.96K	Jun 30, 26	+6.38K	0.03%
NewEdge Wealth, LLC	32.68K	Jun 30, 26	-12.02K	0.03%
Foundations Investment Advisors, LLC	32.51K	Jun 30, 26	+16.55K	0.03%
Discipline Wealth Solutions, LLC	30.10K	Jun 30, 26	+15.03K	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	27.15K	Jun 30, 26	-22.48K	0.02%
Rollins Financial Advisors, LLC	26.78K	Jun 30, 26	-2.99K	0.02%
GeoWealth Management, LLC	26.46K	Jun 30, 26	-941	0.02%
SRS Capital Advisors, Inc.	26.21K	Jun 30, 26	+7.59K	0.02%
DONALDSON CAPITAL MANAGEMENT, LLC	24.08K	Jun 30, 26	--	0.02%
Diversified Trust Co	24.00K	Jun 30, 26	--	0.02%
Cambridge Investment Research Advisors, Inc.	23.75K	Jun 30, 26	+9.26K	0.02%
Allworth Financial LP	23.61K	Jun 30, 26	-995	0.02%
Colony Group, LLC	23.55K	Jun 30, 26	+164	0.02%
Quantinno Capital Management LP	23.38K	Jun 30, 26	+16.00K	0.02%
Evolution Wealth Advisors, LLC	23.06K	Jun 30, 26	-70	0.02%
MGO ONE SEVEN LLC	22.93K	Jun 30, 26	-2.79K	0.02%
Berger Financial Group, Inc	22.52K	Jun 30, 26	-308	0.02%
Genesee Capital Advisors, LLC	22.39K	Jun 30, 26	+16.13K	0.02%
Clark Capital Management Group, Inc.	22.38K	Jun 30, 26	+7.72K	0.02%
Summit Financial, LLC	21.56K	Jun 30, 26	+21.56K	0.02%
Galvin, Gaustad & Stein, LLC	21.44K	Jun 30, 26	+7.45K	0.02%
Clear Creek Financial Management, LLC	21.17K	Jun 30, 26	+17.26K	0.02%
J. Safra Sarasin Holding AG	20.79K	Jun 30, 26	+20.79K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20.77K	Jun 30, 26	--	0.02%
BLAIR WILLIAM & CO/IL	20.34K	Jun 30, 26	-2.36K	0.02%
Avidian Wealth Solutions, LLC	20.03K	Jun 30, 26	+7	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	19.66K	Jun 30, 26	+19.66K	0.02%
SkyOak Wealth, LLC	19.49K	Jun 30, 26	-1.34K	0.02%
Safe Harbor Fiduciary, LLC	18.61K	Jun 30, 26	+289	0.02%
Chicago Partners Investment Group LLC	18.12K	Jun 30, 26	+33	0.02%
WoodTrust Financial Corp	18.11K	Jun 30, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	18.04K	Jun 30, 26	+11.02K	0.02%
Steel Peak Wealth Management LLC	17.76K	Jun 30, 26	--	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	17.73K	Jun 30, 26	+836	0.01%
Strategic Blueprint, LLC	17.40K	Jun 30, 26	-6.88K	0.01%
MAI Capital Management	15.64K	Jun 30, 26	-787	0.01%
Harvest Investment Services, LLC	14.85K	Jun 30, 26	-1.04K	0.01%
Grandview Asset Management LLC	14.40K	Jun 30, 26	--	0.01%
Thompson David Blair	13.93K	Jun 30, 26	-2.63K	0.01%
Baker Avenue Asset Management, LP	13.77K	Jun 30, 26	--	0.01%
Sunpointe, LLC	13.25K	Jun 30, 26	+13.25K	0.01%
Palumbo Wealth Management LLC	13.25K	Jun 30, 26	+10	0.01%
NewEdge Advisors, LLC	13.04K	Jun 30, 26	-11.30K	0.01%
CI Private Wealth, LLC	12.98K	Jun 30, 26	-450	0.01%
Atlatl Advisers LLC	12.92K	Jun 30, 26	+160	0.01%
BANK OF AMERICA CORP /DE/	11.74K	Jun 30, 26	-38.03K	0.01%
COMMERCE BANK	11.62K	Jun 30, 26	--	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.58K	Jun 30, 26	-160	0.01%
Cassaday & Co Wealth Management LLC	11.31K	Jun 30, 26	--	0.01%
NORDEN GROUP LLC	11.28K	Jun 30, 26	+136	0.01%
Sage Mountain Advisors LLC	10.90K	Jun 30, 26	--	0.01%
CRA Financial Services, LLC	10.83K	Jun 30, 26	+2	0.01%
Aurora Private Wealth, Inc.	10.77K	Jun 30, 26	-168	0.01%
Bernard Wealth Management Corp.	10.65K	Jun 30, 26	--	0.01%
WEST MICHIGAN ADVISORS, LLC	10.59K	Jun 30, 26	--	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	10.48K	Jun 30, 26	+10.48K	0.01%
Tyche Wealth Partners LLC	10.38K	Jun 30, 26	+19	0.01%
Encompass More Asset Management	10.29K	Jun 30, 26	+10.29K	0.01%
Financial Services Advisory Inc	9.82K	Jun 30, 26	+9.82K	0.01%
Kovack Advisors, Inc.	9.82K	Jun 30, 26	+7	0.01%
Waverly Advisors, LLC	9.77K	Jun 30, 26	+9.77K	0.01%
MINDSET WEALTH MANAGEMENT, LLC	9.67K	Jun 30, 26	--	0.01%
Wealthstar Advisors, LLC	9.19K	Jun 30, 26	-390	0.01%
DAYMARK WEALTH PARTNERS, LLC	9.06K	Jun 30, 26	+2	0.01%
Richmond Brothers, Inc.	8.93K	Jun 30, 26	-16.05K	0.01%
Greenspring Advisors, LLC	8.71K	Jun 30, 26	-731	0.01%
EASTERN BANK	8.70K	Jun 30, 26	+830	0.01%
SIGNATUREFD, LLC	8.61K	Jun 30, 26	--	0.01%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	8.24K	Jun 30, 26	-3.04K	0.01%
Forefront Analytics, LLC	8.18K	Jun 30, 26	+16	0.01%
WESBANCO BANK INC	8.15K	Jun 30, 26	--	0.01%
Verdence Capital Advisors LLC	8.13K	Jun 30, 26	--	0.01%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	8.06K	Jun 30, 26	--	0.01%
Perigon Wealth Management, LLC	7.79K	Jun 30, 26	--	0.01%
Allied Private Wealth LLC	7.40K	Jun 30, 26	+7.40K	0.01%
TUDOR INVESTMENT CORP ET AL	7.38K	Jun 30, 26	-1.61K	0.01%
BERKSHIRE ASSET MANAGEMENT LLC/PA	7.15K	Jun 30, 26	-8.02K	0.01%
GABLES CAPITAL MANAGEMENT INC.	7.14K	Jun 30, 26	--	0.01%
Bank of New York Mellon Corp	7.04K	Jun 30, 26	-31.35K	0.01%
Legacy Wealth Partners, LLC	7.00K	Jun 30, 26	-22.37K	0.01%
71 West Capital Partners	6.79K	Jun 30, 26	--	0.01%
IMC-Chicago, LLC	6.42K	Jun 30, 26	+6.42K	0.01%
MKT Advisors LLC	6.40K	Jun 30, 26	--	0.01%
Balboa Wealth Partners	6.30K	Jun 30, 26	+6.30K	0.01%
Spartan Planning & Wealth Management	6.21K	Jun 30, 26	+6.21K	0.01%
Kovitz Investment Group Partners, LLC	6.01K	Jun 30, 26	+6.01K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	6.00K	Jun 30, 26	--	0.01%
Elevated Private Wealth, LLC	5.85K	Jun 30, 26	+5.85K	0.00%
Wealth Watch Advisors, INC	5.58K	Jun 30, 26	+5.58K	0.00%
SpringVest Wealth Management LLC	5.44K	Jun 30, 26	--	0.00%
Claro Advisors LLC	5.35K	Jun 30, 26	+40	0.00%
Clearstead Advisors, LLC	5.20K	Jun 30, 26	--	0.00%
Modern Wealth Management, LLC	5.13K	Jun 30, 26	--	0.00%
BRANDYWINE OAK PRIVATE WEALTH LLC	4.94K	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	4.94K	Jun 30, 26	-207	0.00%
Clearwater Capital Advisors, LLC	4.88K	Jun 30, 26	--	0.00%
Erickson Financial Group, LLC	4.83K	Jun 30, 26	-6	0.00%
EverSource Wealth Advisors, LLC	4.79K	Jun 30, 26	+823	0.00%
Silverleafe Capital Partners, LLC	4.74K	Jun 30, 26	--	0.00%
Dale Q Rice Investment Management Ltd	4.67K	Jun 30, 26	-3	0.00%
Altman Advisors, Inc.	4.64K	Jun 30, 26	+4.64K	0.00%
Castleview Partners, LLC	4.63K	Jun 30, 26	+62	0.00%
EAGLE WEALTH STRATEGIES LLC	4.59K	Jun 30, 26	--	0.00%
WORLD EQUITY GROUP, INC.	4.58K	Jun 30, 26	-129	0.00%
Cadent Capital Advisors, LLC	4.54K	Jun 30, 26	+8	0.00%
First Heartland Consultants, Inc.	4.42K	Jun 30, 26	-140	0.00%
Luminist Capital LLC	4.37K	Jun 30, 26	+4.37K	0.00%
Integrated Wealth Concepts LLC	4.37K	Jun 30, 26	-4	0.00%
Gibson Wealth Advisors LLC	4.30K	Jun 30, 26	+7	0.00%
MONEY CONCEPTS CAPITAL CORP	4.29K	Jun 30, 26	--	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	4.27K	Jun 30, 26	+8	0.00%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	4.17K	Jun 30, 26	--	0.00%
ROYAL BANK OF CANADA	4.12K	Jun 30, 26	-1.67K	0.00%
Arkadios Wealth Advisors	4.08K	Jun 30, 26	-500	0.00%
Belpointe Asset Management LLC	4.04K	Jun 30, 26	+4.04K	0.00%
Procyon Advisors, LLC	4.00K	Jun 30, 26	+4.00K	0.00%
Sound Income Strategies, LLC	4.00K	Jun 30, 26	-3	0.00%
Nuveen, LLC	3.97K	Jun 30, 26	+3.97K	0.00%
AE Wealth Management LLC	3.96K	Jun 30, 26	-37	0.00%
Farringdon Capital, Ltd.	3.90K	Jun 30, 26	+3.90K	0.00%
SMITH, MOORE & CO.	3.89K	Jun 30, 26	--	0.00%
Horizon Wealth Management, LLC	3.88K	Jun 30, 26	--	0.00%
WASHINGTON GROWTH STRATEGIES LLC	3.86K	Jun 30, 26	+3.86K	0.00%
United Advisor Group, LLC	3.84K	Jun 30, 26	+3.84K	0.00%
FIDUCIARY FINANCIAL ADVISORS	3.84K	Jun 30, 26	+3.84K	0.00%
Private Wealth Group, LLC	3.79K	Jun 30, 26	+3.79K	0.00%
Sage Capital Management, LLC	3.70K	Jun 30, 26	+3.70K	0.00%
Bay Rivers Group	3.65K	Jun 30, 26	+3.65K	0.00%
Equitable Holdings, Inc.	3.61K	Jun 30, 26	-58	0.00%
Cerity Partners LLC	3.60K	Jun 30, 26	+3.60K	0.00%
Kingsview Wealth Management, LLC	3.46K	Jun 30, 26	-458	0.00%
Physician Wealth Advisors, Inc.	3.41K	Jun 30, 26	-227	0.00%
Magnus Financial Group LLC	3.33K	Jun 30, 26	+3.33K	0.00%
XTX Topco Ltd	3.24K	Jun 30, 26	+3.24K	0.00%
Savvy Advisors, Inc.	3.21K	Jun 30, 26	+3.21K	0.00%
Morse Asset Management, Inc	3.20K	Jun 30, 26	--	0.00%
MARCO INVESTMENT MANAGEMENT LLC	3.20K	Jun 30, 26	+3.20K	0.00%
Spectrum Wealth Advisory Group, LLC	3.14K	Jun 30, 26	+3.14K	0.00%
Wealth Group Ltd	3.12K	Jun 30, 26	+3.12K	0.00%
Chung Wu Investment Group, LLC	3.04K	Jun 30, 26	--	0.00%
HCR Wealth Advisors	2.98K	Jun 30, 26	+2.98K	0.00%
Financial Life Planners	2.79K	Jun 30, 26	+4	0.00%
US BANCORP \DE\	2.38K	Jun 30, 26	--	0.00%
Beacon Capital Management, Inc.	2.24K	Jun 30, 26	-22.91K	0.00%
BROWN BROTHERS HARRIMAN & CO	2.09K	Jun 30, 26	-7.91K	0.00%
Rockefeller Capital Management L.P.	1.95K	Jun 30, 26	+1.34K	0.00%
Strategic Investment Solutions, Inc. /IL	1.86K	Jun 30, 26	+1.86K	0.00%
EVERMAY WEALTH MANAGEMENT LLC	1.60K	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	1.55K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.51K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	1.49K	Jun 30, 26	+448	0.00%
MORGAN STANLEY	1.34K	Jun 30, 26	+1.24K	0.00%
Abound Wealth Management	1.07K	Jun 30, 26	--	0.00%
Imprint Wealth LLC	1.01K	Jun 30, 26	-612	0.00%
Corsicana & Co.	920	Jun 30, 26	+460	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	866	Jun 30, 26	-526	0.00%
Steward Partners Investment Advisory, LLC	708	Jun 30, 26	+388	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	630	Jun 30, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	391	Jun 30, 26	+319	0.00%
CENTRAL TRUST Co	360	Jun 30, 26	--	0.00%
MCDONALD PARTNERS LLC	350	Jun 30, 26	+350	0.00%
SBI Securities Co., Ltd.	294	Jun 30, 26	-5.24K	0.00%
Parallel Advisors, LLC	256	Jun 30, 26	--	0.00%
American Capital Advisory, LLC	177	Jun 30, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	173	Jun 30, 26	--	0.00%
Midwest Capital Advisors, LLC	74	Jun 30, 26	+74	0.00%
Caitlin John, LLC	55	Jun 30, 26	+55	0.00%
Tradewinds Capital Management, LLC	50	Jun 30, 26	+50	0.00%
IFP Advisors, Inc	35	Jun 30, 26	+35	0.00%
Signature Resources Capital Management, LLC	28	Jun 30, 26	--	0.00%
Archer Investment Corp	16	Jun 30, 26	--	0.00%
BlackRock, Inc.	1	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	-1	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
ATWOOD & PALMER INC	--	Jun 30, 26	-250	--
Golden State Equity Partners	--	Jun 30, 26	-140	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-7.36K	--
SPROTT INC.	--	Jun 30, 26	-24.40K	--
Independent Advisor Alliance	--	Jun 30, 26	-9.47K	--
Virtue Capital Management, LLC	--	Jun 30, 26	-392.77K	--
Western Wealth Management, LLC	--	Jun 30, 26	-708	--
HRT FINANCIAL LP	--	Jun 30, 26	-86.63K	--
IEQ CAPITAL, LLC	--	Jun 30, 26	-5.64K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-77	--
Financial Freedom, LLC	--	Jun 30, 26	-194	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-2.16K	--
ZEGA Investments, LLC	--	Jun 30, 26	-27.38K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-13.08K	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-30	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-11.16K	--
Massar Capital Management, LP	--	Jun 30, 26	-53.88K	--
Squarepoint Ops LLC	--	Jun 30, 26	-33.47K	--
Pinkerton Retirement Specialists, LLC	--	Jun 30, 26	-749.13K	--
Bogart Wealth, LLC	--	Jun 30, 26	-1.06K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-149.91K	--
RIA Advisory Group LLC	--	Jun 30, 26	-22.64K	--
SMITH CHAS P & ASSOCIATES PA CPAS	114.95K	Mar 31, 26	--	0.10%
TruWealth Advisors, LLC	8.93K	Mar 31, 26	--	0.01%
Alternative Investment Advisors, LLC.	7.67K	Mar 31, 26	+512	0.01%
Charter Oak Capital Management, LLC	6.18K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	3.52K	Mar 31, 26	+1.47K	0.00%
CWM, LLC	80	Mar 31, 26	-396.23K	0.00%
Anchor Investment Management, LLC	--	Mar 31, 26	-2.00K	--
Turner Capital Investments, LLC	--	Mar 31, 26	-12.51K	--
Prosperity Wealth Management, Inc.	14.64K	Dec 31, 25	+7.30K	0.01%
REDMONT WEALTH ADVISORS LLC	7.40K	Dec 31, 25	+3.70K	0.01%
GREENBERG FINANCIAL GROUP	6.29K	Dec 31, 25	+6.29K	0.01%
TUCKER ASSET MANAGEMENT LLC	848	Dec 31, 25	+848	0.00%
CIBC Private Wealth Group, LLC	374	Dec 31, 25	-1.14K	0.00%
ORG Partners LLC	140	Dec 31, 25	+66	0.00%
CROWLEY WEALTH MANAGEMENT, INC.	50.26K	Sep 30, 25	+1.51K	0.04%
D. SCOTT NEAL, INC.	22.69K	Sep 30, 25	--	0.02%
WOLVERINE TRADING, LLC	10.90K	Sep 30, 25	+10.90K	0.01%
Wealthstream Advisors, Inc.	5.28K	Sep 30, 25	-190	0.00%
Defined Financial Planning LLC	4.88K	Sep 30, 25	+4.88K	0.00%
FIRST NATIONAL CORP /MA/ /ADV	--	Sep 30, 25	-32.13K	--
Legacy Investment Solutions, LLC	17.34K	Jun 30, 25	+17.34K	0.01%
Atria Wealth Solutions, Inc.	9.83K	Jun 30, 25	+4.18K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2.05K	Jun 30, 25	+2.05K	0.00%
Sheaff Brock Investment Advisors, LLC	11.00K	Mar 31, 25	-1.50K	0.01%
Orion Portfolio Solutions, LLC	9.05K	Mar 31, 25	--	0.01%
Aveo Capital Partners, LLC	7.95K	Mar 31, 25	-50.26K	0.01%
BluePointe Capital Management, LLC	2.50K	Mar 31, 25	--	0.00%
Sandy Spring Bank	248	Mar 31, 25	+80	0.00%
GG Group Ventures, LLC	3.82K	Dec 31, 24	-2.06K	0.00%
Bison Wealth, LLC	--	Dec 31, 24	-28.01K	--
SINECERA CAPITAL, LLC	15.85K	Sep 30, 24	-635	0.01%
RAYMOND JAMES & ASSOCIATES	4.80K	Sep 30, 24	+700	0.00%
SpiderRock Advisors, LLC	4.00K	Sep 30, 24	+4.00K	0.00%
Zega Financial, LLC	--	Sep 30, 24	-11.21K	--
GUNN & Co INVESTMENT MANAGEMENT, INC.	--	Sep 30, 24	-57.47K	--
HYMAN CHARLES D	24.80K	Jun 30, 24	--	0.02%
EXECUTIVE WEALTH GROUP LLC	25.20K	Mar 31, 24	+16.80K	0.02%
Cutler Group LLC / CA	19.42K	Mar 31, 24	-33.45K	0.02%
CREDIT SUISSE AG/	6.00K	Mar 31, 24	--	0.01%
Coppell Advisory Solutions Corp.	5.84K	Mar 31, 24	+5.84K	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	4.94K	Mar 31, 24	--	0.00%
Rollins Financial	14.82K	Dec 31, 23	-23.74K	0.01%
WEALTHSOURCE PARTNERS, LLC	3.52K	Dec 31, 23	+3.52K	0.00%
PATHSTONE FAMILY OFFICE, LLC	72.30K	Sep 30, 23	+72.30K	0.06%
Johnson Midwest Financial, LLC	--	Sep 30, 23	-19.87K	--
First Capital Advisors Group, LLC.	305	Jun 30, 23	+305	0.00%
Ahrens Investment Partners LLC	200	Mar 31, 23	+200	0.00%
HARVEST GROUP WEALTH MANAGEMENT, LLC	85	Mar 31, 23	-105	0.00%
Sargent Bickham Lagudis LLC	99.88K	Dec 31, 22	+8	0.08%
Crosspoint Capital Strategies, LLC	12.38K	Dec 31, 22	+12.38K	0.01%
Cribstone Capital Management, LLC	134	Dec 31, 22	--	0.00%
Burleson & Company, LLC	100	Dec 31, 22	--	0.00%
Claraphi Advisory Network, LLC	--	Dec 31, 22	-6.70K	--
SP Asset Management	208.03K	Sep 30, 22	--	0.17%
DRW SECURITIES, L.L.C.	13.17K	Sep 30, 22	+13.17K	0.01%
BTR CAPITAL MANAGEMENT INC	13.10K	Sep 30, 22	+3.80K	0.01%
American Portfolios Advisors	7.84K	Sep 30, 22	-200	0.01%
BRR OpCo, LLC	5.30K	Sep 30, 22	--	0.00%
EXANE DERIVATIVES	500	Jun 30, 22	--	0.00%
Corbenic Partners LLC	327	Jun 30, 22	--	0.00%
KINGS POINT CAPITAL MANAGEMENT	3.58K	Mar 31, 22	+1.79K	0.00%
Lenox Wealth Advisors, LLC	--	Mar 31, 22	-332	--
REILLY FINANCIAL ADVISORS, LLC	1.56K	Dec 31, 21	-5	0.00%
NEXT Financial Group, Inc	282	Dec 31, 21	-1.13K	0.00%
Carroll Financial Associates, Inc.	4	Dec 31, 21	--	0.00%
Hayden Royal, LLC	--	Dec 31, 21	-4.86K	--
CEDAR CAPITAL, LLC	9.32K	Sep 30, 21	-2.31K	0.01%
FormulaFolio Investments, LLC	21.29K	Jun 30, 21	-723	0.02%
OLD MISSION CAPITAL, LLC	2.50K	Dec 31, 20	+2.50K	0.00%
KAYS FINANCIAL ADVISORY CORP /ADV	142	Sep 30, 20	+61	0.00%
Squar Milner Financial Services LLC	8.30K	Mar 31, 20	+8.27K	0.01%
PagnatoKarp Partners LLC	--	Mar 31, 20	-3.27K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.71K	Dec 31, 19	+903	0.01%
Advisor Group, Inc.	3.46K	Dec 31, 19	+683	0.00%
TD Ameritrade Trust Co	58.22K	Mar 31, 19	-963	0.05%
BKS ADVISORS, LLC	26.12K	Mar 31, 19	-3.02K	0.02%
Ceros Financial Services Inc.	6.67K	Mar 31, 19	+6.67K	0.01%
NEXT Financial Holdings	3.88K	Mar 31, 19	+3.88K	0.00%
Visionary Asset Management, Inc.	4.31K	Dec 31, 18	-5.53K	0.00%
Allegis Investment Advisors, LLC	14.29K	Mar 31, 18	+5.62K	0.01%
Portfolio Strategies Inc	56.41K	Dec 31, 17	+56.41K	0.05%
Virtu KCG Holdings LLC	--	Jun 30, 17	-14.10K	--
MSI Financial Services Inc	470	Dec 31, 16	--	0.00%
Giralda Advisors, LLC	7.00K	Sep 30, 16	+7.00K	0.01%
EDMOND DE ROTHSCHILD (SUISSE) S.A.	1.00K	Sep 30, 16	+1.00K	0.00%
SOCIETE GENERALE	4.14K	Jun 30, 16	+4.14K	0.00%
Placemark Investments, Inc.	56.92K	Dec 31, 14	-67.01K	0.05%
Tradeworx Inc.	13.57K	Sep 30, 14	+13.57K	0.01%
UBS AG	8.82K	Sep 30, 14	+2.98K	0.01%
Allston Trading LLC	--	Sep 30, 14	-1.73K	--
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-7.00K	--
STIFEL NICOLAUS & CO INC \MO\	--	Sep 30, 13	-8.16K	--
KNIGHT CAPITAL GROUP LLC	35.70K	Jun 30, 13	-15.00K	0.03%
First Allied Securities, Inc.	5.17K	Jun 30, 12	+3.44K	0.00%
NOLLENBERGER CAPITAL PARTNERS INC	1.00K	Dec 31, 10	--	0.00%
RBC TRUSTEES (Jersey) LTD	5.39K	Sep 30, 09	+3.40K	0.00%
RBC cees Trustee LTD	4.04K	Sep 30, 09	+4.04K	0.00%
RBC Dominion Securities Inc.	50.70K	Dec 31, 08	+49.50K	0.04%

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Holder

Date

Change

% Held

Howard Capital Management Inc.

12.17M

Jun 30, 26

+12.17M

10.23%

Main Street Group, LTD

1.20M

Jun 30, 26

+32.33K

1.00%

TTP Investments, Inc.

953.81K

Jun 30, 26

+677.63K

0.80%

GOLDMAN SACHS GROUP INC

878.20K

Jun 30, 26

+850.00K

0.74%

Client First Investment Management LLC

544.55K

Jun 30, 26

+426.49K

0.46%

Spire Wealth Management

381.99K

Jun 30, 26

-37.91K

0.32%

Ridgepath Capital Management LLC

369.11K

Jun 30, 26

-997

0.31%

UBS Group AG

321.45K

Jun 30, 26

+36.71K

0.27%

Asset Management Group, Inc.

282.81K

Jun 30, 26

-4.93K

0.24%

KINGSWOOD WEALTH ADVISORS, LLC

271.38K

Jun 30, 26

+133.93K

0.23%

HighTower Advisors, LLC

249.62K

Jun 30, 26

-929

0.21%

Brookstone Capital Management

232.20K

Jun 30, 26

-22.01K

0.20%

TOTH FINANCIAL ADVISORY CORP

228.62K

Jun 30, 26

-3.67K

0.19%

Portfolio Design Labs, LLC

220.40K

Jun 30, 26

-6.67K

0.19%

Arta Finance Wealth Management LLC

179.19K

Jun 30, 26

-6.33K

0.15%

GenWealth Group, Inc.

168.78K

Jun 30, 26

-6.35K

0.14%

Capital Investment Counsel, Inc

167.73K

Jun 30, 26

+8.69K

0.14%

INDEPENDENT FINANCIAL GROUP, LLC

166.08K

Jun 30, 26

-5.12K

0.14%

Dedeker Financial LLC

165.24K

Jun 30, 26

-3.40K

0.14%

Global View Capital Management LLC

162.65K

Jun 30, 26

+9.64K

0.14%

Ascent Group, LLC

159.35K

Jun 30, 26

-5.43K

0.13%

PNC FINANCIAL SERVICES GROUP, INC.

153.47K

Jun 30, 26

0.13%

Three Seasons Wealth, LLC

120.59K

Jun 30, 26

+120.59K

0.10%

Lido Advisors, LLC

118.60K

Jun 30, 26

-20.82K

0.10%

CENTAURUS FINANCIAL, INC.

116.08K

Jun 30, 26

+116.08K

0.10%

J. M. Brown & Associates Inc.

113.43K

Jun 30, 26

+113.43K

0.10%

JPMORGAN CHASE & CO

99.05K

Jun 30, 26

-1.82K

0.08%

Blueprint Investment Partners LLC

97.41K

Jun 30, 26

+97.41K

0.08%

Wealthcare Advisory Partners LLC

94.94K

Jun 30, 26

-980

0.08%

Ashton Thomas Private Wealth, LLC

88.62K

Jun 30, 26

-8.97K

0.07%

UNIQUE WEALTH, LLC

86.90K

Jun 30, 26

-2.33K

0.07%

HARBOUR INVESTMENTS, INC.

83.75K

Jun 30, 26

+155

0.07%

GTS SECURITIES LLC

79.70K

Jun 30, 26

+79.70K

0.07%

MILESTONE ASSET MANAGEMENT, LLC

72.90K

Jun 30, 26

+68.43K

0.06%

Apollon Financial, LLC

61.62K

Jun 30, 26

0.05%

Creative Planning

58.94K

Jun 30, 26

-1.78K

0.05%

Blueprint Financial Advisors LLC

58.28K

Jun 30, 26

+58.28K

0.05%

Innova Wealth Partners

57.91K

Jun 30, 26

-471

0.05%

Tower Research Capital LLC (TRC)

54.82K

Jun 30, 26

+44.89K

0.05%

Marshall Financial Group LLC

54.44K

Jun 30, 26

-25.41K

0.05%

RENAISSANCE TECHNOLOGIES LLC

51.85K

Jun 30, 26

+51.85K

0.04%

Professional Financial Advisors, LLC

51.24K

Jun 30, 26

+1.19K

0.04%

SP Asset Management LLC

50.80K

Jun 30, 26

-785

0.04%

ADVISOR GROUP HOLDINGS, INC.

50.29K

Jun 30, 26

-7.75K

0.04%

Koshinski Asset Management, Inc.

49.09K

Jun 30, 26

+4.02K

0.04%

ASSETMARK, INC

48.76K

Jun 30, 26

+19.74K

0.04%

PMV Capital Advisers, LLC

46.56K

Jun 30, 26

+5.08K

0.04%

Plotkin Financial Advisors, LLC

46.52K

Jun 30, 26

-9.07K

0.04%

Tempus Wealth Planning, LLC

46.05K

Jun 30, 26

+46.05K

0.04%

Stratos Wealth Partners, LTD.

44.96K

Jun 30, 26

+102

0.04%

Capital Investment Advisory Services, LLC

44.91K

Jun 30, 26

-2.48K

0.04%

Mariner, LLC

44.47K

Jun 30, 26

-1.26K

0.04%

Meridian Wealth Management, LLC

43.77K

Jun 30, 26

+9.22K

0.04%

Sowell Financial Services LLC

43.03K

Jun 30, 26

-8.46K

0.04%

Global Assets Advisory, LLC

42.81K

Jun 30, 26

+42.81K

0.04%

Valeo Financial Advisors, LLC

40.04K

Jun 30, 26

0.03%

ALLIANCEBERNSTEIN L.P.

40.00K

Jun 30, 26

-2.49K

0.03%

LPL Financial LLC

39.94K

Jun 30, 26

-22.61K

0.03%

Farther Finance Advisors, LLC

39.57K

Jun 30, 26

+33.62K

0.03%

Larson Financial Group LLC

39.41K

Jun 30, 26

+1.41K

0.03%

CAPTRUST FINANCIAL ADVISORS

39.20K

Jun 30, 26

-3.35K

0.03%

Sollinda Capital Management LLC

37.31K

Jun 30, 26

-4.76K

0.03%

Sovereign Financial Group, Inc.

36.15K

Jun 30, 26

+110

0.03%

Sanctuary Advisors, LLC

35.70K

Jun 30, 26

+15.40K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

33.96K

Jun 30, 26

+6.38K

0.03%

NewEdge Wealth, LLC

32.68K

Jun 30, 26

-12.02K

0.03%

Foundations Investment Advisors, LLC

32.51K

Jun 30, 26

+16.55K

0.03%

Discipline Wealth Solutions, LLC

30.10K

Jun 30, 26

+15.03K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

27.15K

Jun 30, 26

-22.48K

0.02%

Rollins Financial Advisors, LLC

26.78K

Jun 30, 26

-2.99K

0.02%

GeoWealth Management, LLC

26.46K

Jun 30, 26

-941

0.02%

SRS Capital Advisors, Inc.

26.21K

Jun 30, 26

+7.59K

0.02%

DONALDSON CAPITAL MANAGEMENT, LLC

24.08K

Jun 30, 26

0.02%

Diversified Trust Co

24.00K

Jun 30, 26

0.02%

Cambridge Investment Research Advisors, Inc.

23.75K

Jun 30, 26

+9.26K

0.02%

Allworth Financial LP

23.61K

Jun 30, 26

-995

0.02%

Colony Group, LLC

23.55K

Jun 30, 26

+164

0.02%

Quantinno Capital Management LP

23.38K

Jun 30, 26

+16.00K

0.02%

Evolution Wealth Advisors, LLC

23.06K

Jun 30, 26

-70

0.02%

MGO ONE SEVEN LLC

22.93K

Jun 30, 26

-2.79K

0.02%

Berger Financial Group, Inc

22.52K

Jun 30, 26

-308

0.02%

Genesee Capital Advisors, LLC

22.39K

Jun 30, 26

+16.13K

0.02%

Clark Capital Management Group, Inc.

22.38K

Jun 30, 26

+7.72K

0.02%

Summit Financial, LLC

21.56K

Jun 30, 26

+21.56K

0.02%

Galvin, Gaustad & Stein, LLC

21.44K

Jun 30, 26

+7.45K

0.02%

Clear Creek Financial Management, LLC

21.17K

Jun 30, 26

+17.26K

0.02%

J. Safra Sarasin Holding AG

20.79K

Jun 30, 26

+20.79K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

20.77K

Jun 30, 26

0.02%

BLAIR WILLIAM & CO/IL

20.34K

Jun 30, 26

-2.36K

0.02%

Avidian Wealth Solutions, LLC

20.03K

Jun 30, 26

0.02%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

19.66K

Jun 30, 26

+19.66K

0.02%

SkyOak Wealth, LLC

19.49K

Jun 30, 26

-1.34K

0.02%

Safe Harbor Fiduciary, LLC

18.61K

Jun 30, 26

+289

0.02%

Chicago Partners Investment Group LLC

18.12K

Jun 30, 26

+33

0.02%

WoodTrust Financial Corp

18.11K

Jun 30, 26

0.02%

TWO SIGMA SECURITIES, LLC

18.04K

Jun 30, 26

+11.02K

0.02%

Steel Peak Wealth Management LLC

17.76K

Jun 30, 26

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

17.73K

Jun 30, 26

+836

0.01%

Strategic Blueprint, LLC

17.40K

Jun 30, 26

-6.88K

0.01%

MAI Capital Management

15.64K

Jun 30, 26

-787

0.01%

Harvest Investment Services, LLC

14.85K

Jun 30, 26

-1.04K

0.01%

Grandview Asset Management LLC

14.40K

Jun 30, 26

0.01%

Thompson David Blair

13.93K

Jun 30, 26

-2.63K

0.01%

Baker Avenue Asset Management, LP

13.77K

Jun 30, 26

0.01%

Sunpointe, LLC

13.25K

Jun 30, 26

+13.25K

0.01%

Palumbo Wealth Management LLC

13.25K

Jun 30, 26

+10

0.01%

NewEdge Advisors, LLC

13.04K

Jun 30, 26

-11.30K

0.01%

CI Private Wealth, LLC

12.98K

Jun 30, 26

-450

0.01%

Atlatl Advisers LLC

12.92K

Jun 30, 26

+160

0.01%

BANK OF AMERICA CORP /DE/

11.74K

Jun 30, 26

-38.03K

0.01%

COMMERCE BANK

11.62K

Jun 30, 26

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.58K

Jun 30, 26

-160

0.01%

Cassaday & Co Wealth Management LLC

11.31K

Jun 30, 26

0.01%

NORDEN GROUP LLC

11.28K

Jun 30, 26

+136

0.01%

Sage Mountain Advisors LLC

10.90K

Jun 30, 26

0.01%

CRA Financial Services, LLC

10.83K

Jun 30, 26

0.01%

Aurora Private Wealth, Inc.

10.77K

Jun 30, 26

-168

0.01%

Bernard Wealth Management Corp.

10.65K

Jun 30, 26

0.01%

WEST MICHIGAN ADVISORS, LLC

10.59K

Jun 30, 26

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

10.48K

Jun 30, 26

+10.48K

0.01%

Tyche Wealth Partners LLC

10.38K

Jun 30, 26

+19

0.01%

Encompass More Asset Management

10.29K

Jun 30, 26

+10.29K

0.01%

Financial Services Advisory Inc

9.82K

Jun 30, 26

+9.82K

0.01%

Kovack Advisors, Inc.

9.82K

Jun 30, 26

0.01%

Waverly Advisors, LLC

9.77K

Jun 30, 26

+9.77K

0.01%

MINDSET WEALTH MANAGEMENT, LLC

9.67K

Jun 30, 26

0.01%

Wealthstar Advisors, LLC

9.19K

Jun 30, 26

-390

0.01%

DAYMARK WEALTH PARTNERS, LLC

9.06K

Jun 30, 26

0.01%

Richmond Brothers, Inc.

8.93K

Jun 30, 26

-16.05K

0.01%

Greenspring Advisors, LLC

8.71K

Jun 30, 26

-731

0.01%

EASTERN BANK

8.70K

Jun 30, 26

+830

0.01%

SIGNATUREFD, LLC

8.61K

Jun 30, 26

0.01%

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

8.24K

Jun 30, 26

-3.04K

0.01%

Forefront Analytics, LLC

8.18K

Jun 30, 26

+16

0.01%

WESBANCO BANK INC

8.15K

Jun 30, 26

0.01%

Verdence Capital Advisors LLC

8.13K

Jun 30, 26

0.01%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

8.06K

Jun 30, 26

0.01%

Perigon Wealth Management, LLC

7.79K

Jun 30, 26

0.01%

Allied Private Wealth LLC

7.40K

Jun 30, 26

+7.40K

0.01%

TUDOR INVESTMENT CORP ET AL

7.38K

Jun 30, 26

-1.61K

0.01%

BERKSHIRE ASSET MANAGEMENT LLC/PA

7.15K

Jun 30, 26

-8.02K

0.01%

GABLES CAPITAL MANAGEMENT INC.

7.14K

Jun 30, 26

0.01%

Bank of New York Mellon Corp

7.04K

Jun 30, 26

-31.35K

0.01%

Legacy Wealth Partners, LLC

7.00K

Jun 30, 26

-22.37K

0.01%

71 West Capital Partners

6.79K

Jun 30, 26

0.01%

IMC-Chicago, LLC

6.42K

Jun 30, 26

+6.42K

0.01%

MKT Advisors LLC

6.40K

Jun 30, 26

0.01%

Balboa Wealth Partners

6.30K

Jun 30, 26

+6.30K

0.01%

Spartan Planning & Wealth Management

6.21K

Jun 30, 26

+6.21K

0.01%

Kovitz Investment Group Partners, LLC

6.01K

Jun 30, 26

+6.01K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

6.00K

Jun 30, 26

0.01%

Elevated Private Wealth, LLC

5.85K

Jun 30, 26

+5.85K

0.00%

Wealth Watch Advisors, INC

5.58K

Jun 30, 26

+5.58K

0.00%

SpringVest Wealth Management LLC

5.44K

Jun 30, 26

0.00%

Claro Advisors LLC

5.35K

Jun 30, 26

+40

0.00%

Clearstead Advisors, LLC

5.20K

Jun 30, 26

0.00%

Modern Wealth Management, LLC

5.13K

Jun 30, 26

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

4.94K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

4.94K

Jun 30, 26

-207

0.00%

Clearwater Capital Advisors, LLC

4.88K

Jun 30, 26

0.00%

Erickson Financial Group, LLC

4.83K

Jun 30, 26

-6

0.00%

EverSource Wealth Advisors, LLC

4.79K

Jun 30, 26

+823

0.00%

Silverleafe Capital Partners, LLC

4.74K

Jun 30, 26

0.00%

Dale Q Rice Investment Management Ltd

4.67K

Jun 30, 26

-3

0.00%

Altman Advisors, Inc.

4.64K

Jun 30, 26

+4.64K

0.00%

Castleview Partners, LLC

4.63K

Jun 30, 26

+62

0.00%

EAGLE WEALTH STRATEGIES LLC

4.59K

Jun 30, 26

0.00%

WORLD EQUITY GROUP, INC.

4.58K

Jun 30, 26

-129

0.00%

Cadent Capital Advisors, LLC

4.54K

Jun 30, 26

0.00%

First Heartland Consultants, Inc.

4.42K

Jun 30, 26

-140

0.00%

Luminist Capital LLC

4.37K

Jun 30, 26

+4.37K

0.00%

Integrated Wealth Concepts LLC

4.37K

Jun 30, 26

-4

0.00%

Gibson Wealth Advisors LLC

4.30K

Jun 30, 26

0.00%

MONEY CONCEPTS CAPITAL CORP

4.29K

Jun 30, 26

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

4.27K

Jun 30, 26

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

4.17K

Jun 30, 26

0.00%

ROYAL BANK OF CANADA

4.12K

Jun 30, 26

-1.67K

0.00%

Arkadios Wealth Advisors

4.08K

Jun 30, 26

-500

0.00%

Belpointe Asset Management LLC

4.04K

Jun 30, 26

+4.04K

0.00%

Procyon Advisors, LLC

4.00K

Jun 30, 26

+4.00K

0.00%

Sound Income Strategies, LLC

4.00K

Jun 30, 26

-3

0.00%

Nuveen, LLC

3.97K

Jun 30, 26

+3.97K

0.00%

AE Wealth Management LLC

3.96K

Jun 30, 26

-37

0.00%

Farringdon Capital, Ltd.

3.90K

Jun 30, 26

+3.90K

0.00%

SMITH, MOORE & CO.

3.89K

Jun 30, 26

0.00%

Horizon Wealth Management, LLC

3.88K

Jun 30, 26

0.00%

WASHINGTON GROWTH STRATEGIES LLC

3.86K

Jun 30, 26

+3.86K

0.00%

United Advisor Group, LLC

3.84K

Jun 30, 26

+3.84K

0.00%

FIDUCIARY FINANCIAL ADVISORS

3.84K

Jun 30, 26

+3.84K

0.00%

Private Wealth Group, LLC

3.79K

Jun 30, 26

+3.79K

0.00%

Sage Capital Management, LLC

3.70K

Jun 30, 26

+3.70K

0.00%

Bay Rivers Group

3.65K

Jun 30, 26

+3.65K

0.00%

Equitable Holdings, Inc.

3.61K

Jun 30, 26

-58

0.00%

Cerity Partners LLC

3.60K

Jun 30, 26

+3.60K

0.00%

Kingsview Wealth Management, LLC

3.46K

Jun 30, 26

-458

0.00%

Physician Wealth Advisors, Inc.

3.41K

Jun 30, 26

-227

0.00%

Magnus Financial Group LLC

3.33K

Jun 30, 26

+3.33K

0.00%

XTX Topco Ltd

3.24K

Jun 30, 26

+3.24K

0.00%

Savvy Advisors, Inc.

3.21K

Jun 30, 26

+3.21K

0.00%

Morse Asset Management, Inc

3.20K

Jun 30, 26

0.00%

MARCO INVESTMENT MANAGEMENT LLC

3.20K

Jun 30, 26

+3.20K

0.00%

Spectrum Wealth Advisory Group, LLC

3.14K

Jun 30, 26

+3.14K

0.00%

Wealth Group Ltd

3.12K

Jun 30, 26

+3.12K

0.00%

Chung Wu Investment Group, LLC

3.04K

Jun 30, 26

0.00%

HCR Wealth Advisors

2.98K

Jun 30, 26

+2.98K

0.00%

Financial Life Planners

2.79K

Jun 30, 26

0.00%

US BANCORP \DE\

2.38K

Jun 30, 26

0.00%

Beacon Capital Management, Inc.

2.24K

Jun 30, 26

-22.91K

0.00%

BROWN BROTHERS HARRIMAN & CO

2.09K

Jun 30, 26

-7.91K

0.00%

Rockefeller Capital Management L.P.

1.95K

Jun 30, 26

+1.34K

0.00%

Strategic Investment Solutions, Inc. /IL

1.86K

Jun 30, 26

+1.86K

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.60K

Jun 30, 26

0.00%

WHITTIER TRUST CO

1.55K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.51K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

1.49K

Jun 30, 26

+448

0.00%

MORGAN STANLEY

1.34K

Jun 30, 26

+1.24K

0.00%

Abound Wealth Management

1.07K

Jun 30, 26

0.00%

Imprint Wealth LLC

1.01K

Jun 30, 26

-612

0.00%

Corsicana & Co.

920

Jun 30, 26

+460

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

866

Jun 30, 26

-526

0.00%

Steward Partners Investment Advisory, LLC

708

Jun 30, 26

+388

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

630

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

391

Jun 30, 26

+319

0.00%

CENTRAL TRUST Co

360

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

350

Jun 30, 26

+350

0.00%

SBI Securities Co., Ltd.

294

Jun 30, 26

-5.24K

0.00%

Parallel Advisors, LLC

256

Jun 30, 26

0.00%

American Capital Advisory, LLC

177

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

173

Jun 30, 26

0.00%

Midwest Capital Advisors, LLC

Jun 30, 26

+74

0.00%

Caitlin John, LLC

Jun 30, 26

+55

0.00%

Tradewinds Capital Management, LLC

Jun 30, 26

+50

0.00%

IFP Advisors, Inc

Jun 30, 26

+35

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-1

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

ATWOOD & PALMER INC

Jun 30, 26

-250

Golden State Equity Partners

Jun 30, 26

-140

Pensionmark Financial Group, LLC

Jun 30, 26

-7.36K

SPROTT INC.

Jun 30, 26

-24.40K

Independent Advisor Alliance

Jun 30, 26

-9.47K

Virtue Capital Management, LLC

Jun 30, 26

-392.77K

Western Wealth Management, LLC

Jun 30, 26

-708

HRT FINANCIAL LP

Jun 30, 26

-86.63K

IEQ CAPITAL, LLC

Jun 30, 26

-5.64K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-77

Financial Freedom, LLC

Jun 30, 26

-194

Qube Research & Technologies Ltd

Jun 30, 26

-2.16K

ZEGA Investments, LLC

Jun 30, 26

-27.38K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-13.08K

BANK OF MONTREAL /CAN/

Jun 30, 26

-30

JANE STREET GROUP, LLC

Jun 30, 26

-11.16K

Massar Capital Management, LP

Jun 30, 26

-53.88K

Squarepoint Ops LLC

Jun 30, 26

-33.47K

Pinkerton Retirement Specialists, LLC

Jun 30, 26

-749.13K

Bogart Wealth, LLC

Jun 30, 26

-1.06K

FLOW TRADERS U.S. LLC

Jun 30, 26

-149.91K

RIA Advisory Group LLC

Jun 30, 26

-22.64K

SMITH CHAS P & ASSOCIATES PA CPAS

114.95K

Mar 31, 26

0.10%

TruWealth Advisors, LLC

8.93K

Mar 31, 26

0.01%

Alternative Investment Advisors, LLC.

7.67K

Mar 31, 26

+512

0.01%

Charter Oak Capital Management, LLC

6.18K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

3.52K

Mar 31, 26

+1.47K

0.00%

CWM, LLC

Mar 31, 26

-396.23K

0.00%

Anchor Investment Management, LLC

Mar 31, 26

-2.00K

Turner Capital Investments, LLC

Mar 31, 26

-12.51K

Prosperity Wealth Management, Inc.

14.64K

Dec 31, 25

+7.30K

0.01%

REDMONT WEALTH ADVISORS LLC

7.40K

Dec 31, 25

+3.70K

0.01%

GREENBERG FINANCIAL GROUP

6.29K

Dec 31, 25

+6.29K

0.01%

TUCKER ASSET MANAGEMENT LLC

848

Dec 31, 25

+848

0.00%

CIBC Private Wealth Group, LLC

374

Dec 31, 25

-1.14K

0.00%

ORG Partners LLC

140

Dec 31, 25

+66

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

50.26K

Sep 30, 25

+1.51K

0.04%

D. SCOTT NEAL, INC.

22.69K

Sep 30, 25

0.02%

WOLVERINE TRADING, LLC

10.90K

Sep 30, 25

+10.90K

0.01%

Wealthstream Advisors, Inc.

5.28K

Sep 30, 25

-190

0.00%

Defined Financial Planning LLC

4.88K

Sep 30, 25

+4.88K

0.00%

FIRST NATIONAL CORP /MA/ /ADV

Sep 30, 25

-32.13K

Legacy Investment Solutions, LLC

17.34K

Jun 30, 25

+17.34K

0.01%

Atria Wealth Solutions, Inc.

9.83K

Jun 30, 25

+4.18K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

2.05K

Jun 30, 25

+2.05K

0.00%

Sheaff Brock Investment Advisors, LLC

11.00K

Mar 31, 25

-1.50K

0.01%

Orion Portfolio Solutions, LLC

9.05K

Mar 31, 25

0.01%

Aveo Capital Partners, LLC

7.95K

Mar 31, 25

-50.26K

0.01%

BluePointe Capital Management, LLC

2.50K

Mar 31, 25

0.00%

Sandy Spring Bank

248

Mar 31, 25

+80

0.00%

GG Group Ventures, LLC

3.82K

Dec 31, 24

-2.06K

0.00%

Bison Wealth, LLC

Dec 31, 24

-28.01K

SINECERA CAPITAL, LLC

15.85K

Sep 30, 24

-635

0.01%

RAYMOND JAMES & ASSOCIATES

4.80K

Sep 30, 24

+700

0.00%

SpiderRock Advisors, LLC

4.00K

Sep 30, 24

+4.00K

0.00%

Zega Financial, LLC

Sep 30, 24

-11.21K

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-57.47K

HYMAN CHARLES D

24.80K

Jun 30, 24

0.02%

EXECUTIVE WEALTH GROUP LLC

25.20K

Mar 31, 24

+16.80K

0.02%

Cutler Group LLC / CA

19.42K

Mar 31, 24

-33.45K

0.02%

CREDIT SUISSE AG/

6.00K

Mar 31, 24

0.01%

Coppell Advisory Solutions Corp.

5.84K

Mar 31, 24

+5.84K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

4.94K

Mar 31, 24

0.00%

Rollins Financial

14.82K

Dec 31, 23

-23.74K

0.01%

WEALTHSOURCE PARTNERS, LLC

3.52K

Dec 31, 23

+3.52K

0.00%

PATHSTONE FAMILY OFFICE, LLC

72.30K

Sep 30, 23

+72.30K

0.06%

Johnson Midwest Financial, LLC

Sep 30, 23

-19.87K

First Capital Advisors Group, LLC.

305

Jun 30, 23

+305

0.00%

Ahrens Investment Partners LLC

200

Mar 31, 23

+200

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

Mar 31, 23

-105

0.00%

Sargent Bickham Lagudis LLC

99.88K

Dec 31, 22

0.08%

Crosspoint Capital Strategies, LLC

12.38K

Dec 31, 22

+12.38K

0.01%

Cribstone Capital Management, LLC

134

Dec 31, 22

0.00%

Burleson & Company, LLC

100

Dec 31, 22

0.00%

Claraphi Advisory Network, LLC

Dec 31, 22

-6.70K

SP Asset Management

208.03K

Sep 30, 22

0.17%

DRW SECURITIES, L.L.C.

13.17K

Sep 30, 22

+13.17K

0.01%

BTR CAPITAL MANAGEMENT INC

13.10K

Sep 30, 22

+3.80K

0.01%

American Portfolios Advisors

7.84K

Sep 30, 22

-200

0.01%

BRR OpCo, LLC

5.30K

Sep 30, 22

0.00%

EXANE DERIVATIVES

500

Jun 30, 22

0.00%

Corbenic Partners LLC

327

Jun 30, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

3.58K

Mar 31, 22

+1.79K

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

-332

REILLY FINANCIAL ADVISORS, LLC

1.56K

Dec 31, 21

-5

0.00%

NEXT Financial Group, Inc

282

Dec 31, 21

-1.13K

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

Hayden Royal, LLC

Dec 31, 21

-4.86K

CEDAR CAPITAL, LLC

9.32K

Sep 30, 21

-2.31K

0.01%

FormulaFolio Investments, LLC

21.29K

Jun 30, 21

-723

0.02%

OLD MISSION CAPITAL, LLC

2.50K

Dec 31, 20

+2.50K

0.00%

KAYS FINANCIAL ADVISORY CORP /ADV

142

Sep 30, 20

+61

0.00%

Squar Milner Financial Services LLC

8.30K

Mar 31, 20

+8.27K

0.01%

PagnatoKarp Partners LLC

Mar 31, 20

-3.27K

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.71K

Dec 31, 19

+903

0.01%

Advisor Group, Inc.

3.46K

Dec 31, 19

+683

0.00%

TD Ameritrade Trust Co

58.22K

Mar 31, 19

-963

0.05%

BKS ADVISORS, LLC

26.12K

Mar 31, 19

-3.02K

0.02%

Ceros Financial Services Inc.

6.67K

Mar 31, 19

+6.67K

0.01%

NEXT Financial Holdings

3.88K

Mar 31, 19

+3.88K

0.00%

Visionary Asset Management, Inc.

4.31K

Dec 31, 18

-5.53K

0.00%

Allegis Investment Advisors, LLC

14.29K

Mar 31, 18

+5.62K

0.01%

Portfolio Strategies Inc

56.41K

Dec 31, 17

+56.41K

0.05%

Virtu KCG Holdings LLC

Jun 30, 17

-14.10K

MSI Financial Services Inc

470

Dec 31, 16

0.00%

Giralda Advisors, LLC

7.00K

Sep 30, 16

+7.00K

0.01%

EDMOND DE ROTHSCHILD (SUISSE) S.A.

1.00K

Sep 30, 16

+1.00K

0.00%

SOCIETE GENERALE

4.14K

Jun 30, 16

+4.14K

0.00%

Placemark Investments, Inc.

56.92K

Dec 31, 14

-67.01K

0.05%

Tradeworx Inc.

13.57K

Sep 30, 14

+13.57K

0.01%

UBS AG

8.82K

Sep 30, 14

+2.98K

0.01%

Allston Trading LLC

Sep 30, 14

-1.73K

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-7.00K

STIFEL NICOLAUS & CO INC \MO\

Sep 30, 13

-8.16K

KNIGHT CAPITAL GROUP LLC

35.70K

Jun 30, 13

-15.00K

0.03%

First Allied Securities, Inc.

5.17K

Jun 30, 12

+3.44K

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

1.00K

Dec 31, 10

0.00%

RBC TRUSTEES (Jersey) LTD

5.39K

Sep 30, 09

+3.40K

0.00%

RBC cees Trustee LTD

4.04K

Sep 30, 09

+4.04K

0.00%

RBC Dominion Securities Inc.

50.70K

Dec 31, 08

+49.50K

0.04%