ProShares - Ultra S&P500(SSO)

$67.00—

Chart

ProShares - Ultra S&P500(SSO)

NYSE

$67.00—

Chart Studio

SSO(SSO)

SSO

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

Institutional Ownership

Top 355 Institutional Holders

Holder	Shares	Date	Change	% Held
Main Street Group, LTD	1.16M	Mar 31, 26	-44.00K	1.11%
Pinkerton Retirement Specialists, LLC	749.13K	Mar 31, 26	+71.60K	0.72%
Spire Wealth Management	419.89K	Mar 31, 26	+49.54K	0.40%
Virtue Capital Management, LLC	392.77K	Mar 31, 26	+392.77K	0.38%
Ridgepath Capital Management LLC	370.10K	Mar 31, 26	+14.67K	0.35%
Asset Management Group, Inc.	287.74K	Mar 31, 26	+301	0.28%
UBS Group AG	284.74K	Mar 31, 26	+256.79K	0.27%
TTP Investments, Inc.	276.18K	Mar 31, 26	-342.58K	0.26%
Brookstone Capital Management	254.21K	Mar 31, 26	-6.23K	0.24%
HighTower Advisors, LLC	250.55K	Mar 31, 26	-92.43K	0.24%
TOTH FINANCIAL ADVISORY CORP	232.29K	Mar 31, 26	-16.86K	0.22%
Portfolio Design Labs, LLC	227.06K	Mar 31, 26	-8.21K	0.22%
GenWealth Group, Inc.	175.12K	Mar 31, 26	+4.89K	0.17%
INDEPENDENT FINANCIAL GROUP, LLC	171.20K	Mar 31, 26	-1.84K	0.16%
Ascent Group, LLC	164.78K	Mar 31, 26	-10.47K	0.16%
Capital Investment Counsel, Inc	159.04K	Mar 31, 26	+975	0.15%
PNC FINANCIAL SERVICES GROUP, INC.	153.47K	Mar 31, 26	+24.20K	0.15%
Global View Capital Management LLC	153.01K	Mar 31, 26	-312.48K	0.15%
FLOW TRADERS U.S. LLC	149.91K	Mar 31, 26	+149.91K	0.14%
Lido Advisors, LLC	139.43K	Mar 31, 26	+62.23K	0.13%
KINGSWOOD WEALTH ADVISORS, LLC	137.45K	Mar 31, 26	-129.13K	0.13%
Client First Investment Management LLC	118.06K	Mar 31, 26	-422.00K	0.11%
SMITH CHAS P & ASSOCIATES PA CPAS	114.95K	Mar 31, 26	--	0.11%
JPMORGAN CHASE & CO	100.87K	Mar 31, 26	-7.67K	0.10%
Ashton Thomas Private Wealth, LLC	97.59K	Mar 31, 26	+2.85K	0.09%
Wealthcare Advisory Partners LLC	95.92K	Mar 31, 26	--	0.09%
UNIQUE WEALTH, LLC	89.24K	Mar 31, 26	-18.61K	0.09%
HRT FINANCIAL LP	86.63K	Mar 31, 26	+67.02K	0.08%
HARBOUR INVESTMENTS, INC.	83.60K	Mar 31, 26	+83.60K	0.08%
Marshall Financial Group LLC	79.85K	Mar 31, 26	-24.98K	0.08%
LPL Financial LLC	62.55K	Mar 31, 26	-2.11K	0.06%
Apollon Financial, LLC	61.61K	Mar 31, 26	+5	0.06%
Creative Planning	60.72K	Mar 31, 26	-7.14K	0.06%
Innova Wealth Partners	58.38K	Mar 31, 26	-439	0.06%
ADVISOR GROUP HOLDINGS, INC.	58.04K	Mar 31, 26	+3.71K	0.06%
Plotkin Financial Advisors, LLC	55.60K	Mar 31, 26	-3.09K	0.05%
Massar Capital Management, LP	53.88K	Mar 31, 26	+46.30K	0.05%
SP Asset Management LLC	51.59K	Mar 31, 26	+55	0.05%
Sowell Financial Services LLC	51.48K	Mar 31, 26	-48.23K	0.05%
Professional Financial Advisors, LLC	50.05K	Mar 31, 26	-3.27K	0.05%
BANK OF AMERICA CORP /DE/	49.77K	Mar 31, 26	+5.21K	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	49.63K	Mar 31, 26	+25.30K	0.05%
Capital Investment Advisory Services, LLC	47.39K	Mar 31, 26	-175.32K	0.05%
Mariner, LLC	45.74K	Mar 31, 26	+329	0.04%
Koshinski Asset Management, Inc.	45.07K	Mar 31, 26	+513	0.04%
Stratos Wealth Partners, LTD.	44.86K	Mar 31, 26	+23.57K	0.04%
NewEdge Wealth, LLC	44.70K	Mar 31, 26	--	0.04%
CAPTRUST FINANCIAL ADVISORS	42.55K	Mar 31, 26	-24.23K	0.04%
ALLIANCEBERNSTEIN L.P.	42.49K	Mar 31, 26	+2.49K	0.04%
Sollinda Capital Management LLC	42.07K	Mar 31, 26	-494.33K	0.04%
PMV Capital Advisers, LLC	41.48K	Mar 31, 26	-397	0.04%
Valeo Financial Advisors, LLC	40.04K	Mar 31, 26	--	0.04%
Bank of New York Mellon Corp	38.39K	Mar 31, 26	+6.21K	0.04%
Larson Financial Group LLC	38.00K	Mar 31, 26	-13.96K	0.04%
Sovereign Financial Group, Inc.	36.04K	Mar 31, 26	-14	0.03%
Meridian Wealth Management, LLC	34.55K	Mar 31, 26	+727	0.03%
Squarepoint Ops LLC	33.47K	Mar 31, 26	+33.47K	0.03%
Rollins Financial Advisors, LLC	29.78K	Mar 31, 26	-46	0.03%
ASSETMARK, INC	29.01K	Mar 31, 26	-3.44M	0.03%
GOLDMAN SACHS GROUP INC	28.20K	Mar 31, 26	+28.20K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	27.58K	Mar 31, 26	-64.84K	0.03%
GeoWealth Management, LLC	27.40K	Mar 31, 26	-828	0.03%
ZEGA Investments, LLC	27.38K	Mar 31, 26	+27.38K	0.03%
MGO ONE SEVEN LLC	25.72K	Mar 31, 26	+174	0.02%
Beacon Capital Management, Inc.	25.15K	Mar 31, 26	-11.13K	0.02%
Richmond Brothers, Inc.	24.98K	Mar 31, 26	-10.96K	0.02%
Allworth Financial LP	24.60K	Mar 31, 26	+60	0.02%
SPROTT INC.	24.40K	Mar 31, 26	--	0.02%
NewEdge Advisors, LLC	24.34K	Mar 31, 26	+12.93K	0.02%
Strategic Blueprint, LLC	24.28K	Mar 31, 26	-359	0.02%
DONALDSON CAPITAL MANAGEMENT, LLC	24.08K	Mar 31, 26	--	0.02%
Diversified Trust Co	24.00K	Mar 31, 26	--	0.02%
Colony Group, LLC	23.38K	Mar 31, 26	-3.24K	0.02%
Evolution Wealth Advisors, LLC	23.13K	Mar 31, 26	+8	0.02%
Berger Financial Group, Inc	22.83K	Mar 31, 26	+100	0.02%
BLAIR WILLIAM & CO/IL	22.70K	Mar 31, 26	-427	0.02%
RIA Advisory Group LLC	22.64K	Mar 31, 26	-16.81K	0.02%
SkyOak Wealth, LLC	20.83K	Mar 31, 26	-416	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20.77K	Mar 31, 26	-8.18K	0.02%
Sanctuary Advisors, LLC	20.30K	Mar 31, 26	--	0.02%
Avidian Wealth Solutions, LLC	20.02K	Mar 31, 26	+1.00K	0.02%
SRS Capital Advisors, Inc.	18.62K	Mar 31, 26	--	0.02%
Safe Harbor Fiduciary, LLC	18.32K	Mar 31, 26	-491	0.02%
WoodTrust Financial Corp	18.11K	Mar 31, 26	-6.43K	0.02%
Chicago Partners Investment Group LLC	18.09K	Mar 31, 26	-520	0.02%
Steel Peak Wealth Management LLC	17.76K	Mar 31, 26	--	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	16.89K	Mar 31, 26	+734	0.02%
MAI Capital Management	16.43K	Mar 31, 26	-160	0.02%
Foundations Investment Advisors, LLC	15.96K	Mar 31, 26	+617	0.02%
Harvest Investment Services, LLC	15.89K	Mar 31, 26	+142	0.02%
BERKSHIRE ASSET MANAGEMENT LLC/PA	15.17K	Mar 31, 26	+4.71K	0.01%
Discipline Wealth Solutions, LLC	15.07K	Mar 31, 26	-11.52K	0.01%
Clark Capital Management Group, Inc.	14.65K	Mar 31, 26	+6.18K	0.01%
Cambridge Investment Research Advisors, Inc.	14.49K	Mar 31, 26	-114.86K	0.01%
Grandview Asset Management LLC	14.40K	Mar 31, 26	--	0.01%
Galvin, Gaustad & Stein, LLC	13.99K	Mar 31, 26	--	0.01%
Baker Avenue Asset Management, LP	13.77K	Mar 31, 26	--	0.01%
CI Private Wealth, LLC	13.43K	Mar 31, 26	-3.51K	0.01%
Palumbo Wealth Management LLC	13.24K	Mar 31, 26	+17	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.08K	Mar 31, 26	+5.52K	0.01%
Atlatl Advisers LLC	12.76K	Mar 31, 26	--	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.74K	Mar 31, 26	+3.12K	0.01%
COMMERCE BANK	11.62K	Mar 31, 26	+2.63K	0.01%
Cassaday & Co Wealth Management LLC	11.31K	Mar 31, 26	--	0.01%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	11.28K	Mar 31, 26	-1.17K	0.01%
JANE STREET GROUP, LLC	11.16K	Mar 31, 26	+11.16K	0.01%
NORDEN GROUP LLC	11.14K	Mar 31, 26	-4.41K	0.01%
Aurora Private Wealth, Inc.	10.94K	Mar 31, 26	-5.61K	0.01%
Sage Mountain Advisors LLC	10.90K	Mar 31, 26	--	0.01%
CRA Financial Services, LLC	10.83K	Mar 31, 26	+1.31K	0.01%
Bernard Wealth Management Corp.	10.65K	Mar 31, 26	--	0.01%
WEST MICHIGAN ADVISORS, LLC	10.59K	Mar 31, 26	+475	0.01%
Tyche Wealth Partners LLC	10.37K	Mar 31, 26	+2.42K	0.01%
BROWN BROTHERS HARRIMAN & CO	10.00K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	9.93K	Mar 31, 26	+9.92K	0.01%
Kovack Advisors, Inc.	9.81K	Mar 31, 26	+7	0.01%
MINDSET WEALTH MANAGEMENT, LLC	9.67K	Mar 31, 26	--	0.01%
Wealthstar Advisors, LLC	9.58K	Mar 31, 26	-317	0.01%
Independent Advisor Alliance	9.47K	Mar 31, 26	+9.47K	0.01%
Greenspring Advisors, LLC	9.44K	Mar 31, 26	-686	0.01%
DAYMARK WEALTH PARTNERS, LLC	9.05K	Mar 31, 26	+3	0.01%
TUDOR INVESTMENT CORP ET AL	8.99K	Mar 31, 26	-1.00K	0.01%
TruWealth Advisors, LLC	8.93K	Mar 31, 26	--	0.01%
SIGNATUREFD, LLC	8.61K	Mar 31, 26	--	0.01%
Forefront Analytics, LLC	8.16K	Mar 31, 26	+18	0.01%
WESBANCO BANK INC	8.15K	Mar 31, 26	--	0.01%
Verdence Capital Advisors LLC	8.13K	Mar 31, 26	--	0.01%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	8.06K	Mar 31, 26	--	0.01%
Perigon Wealth Management, LLC	7.79K	Mar 31, 26	-1.65K	0.01%
Alternative Investment Advisors, LLC.	7.67K	Mar 31, 26	+512	0.01%
Quantinno Capital Management LP	7.37K	Mar 31, 26	+7.37K	0.01%
Pensionmark Financial Group, LLC	7.36K	Mar 31, 26	-2.88K	0.01%
GABLES CAPITAL MANAGEMENT INC.	7.14K	Mar 31, 26	-100	0.01%
TWO SIGMA SECURITIES, LLC	7.03K	Mar 31, 26	-8.58K	0.01%
MKT Advisors LLC	6.40K	Mar 31, 26	--	0.01%
Genesee Capital Advisors, LLC	6.26K	Mar 31, 26	+1.78K	0.01%
Charter Oak Capital Management, LLC	6.18K	Mar 31, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	6.00K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	5.95K	Mar 31, 26	-26.20K	0.01%
ROYAL BANK OF CANADA	5.79K	Mar 31, 26	-3.43K	0.01%
IEQ CAPITAL, LLC	5.64K	Mar 31, 26	-4.02K	0.01%
SBI Securities Co., Ltd.	5.53K	Mar 31, 26	+2.53K	0.01%
SpringVest Wealth Management LLC	5.44K	Mar 31, 26	--	0.01%
Claro Advisors LLC	5.31K	Mar 31, 26	-635	0.01%
Clearstead Advisors, LLC	5.20K	Mar 31, 26	--	0.00%
Institute for Wealth Management, LLC.	5.15K	Mar 31, 26	--	0.00%
Modern Wealth Management, LLC	5.13K	Mar 31, 26	-18.60K	0.00%
BRANDYWINE OAK PRIVATE WEALTH LLC	4.94K	Mar 31, 26	--	0.00%
Clearwater Capital Advisors, LLC	4.88K	Mar 31, 26	+4.88K	0.00%
Erickson Financial Group, LLC	4.83K	Mar 31, 26	-84	0.00%
WORLD EQUITY GROUP, INC.	4.71K	Mar 31, 26	+258	0.00%
Dale Q Rice Investment Management Ltd	4.68K	Mar 31, 26	-4	0.00%
EAGLE WEALTH STRATEGIES LLC	4.59K	Mar 31, 26	--	0.00%
Arkadios Wealth Advisors	4.58K	Mar 31, 26	+500	0.00%
Castleview Partners, LLC	4.57K	Mar 31, 26	-1.48K	0.00%
First Heartland Consultants, Inc.	4.56K	Mar 31, 26	+44	0.00%
Cadent Capital Advisors, LLC	4.53K	Mar 31, 26	+111	0.00%
MILESTONE ASSET MANAGEMENT, LLC	4.47K	Mar 31, 26	-795	0.00%
Integrated Wealth Concepts LLC	4.38K	Mar 31, 26	+4.38K	0.00%
Gibson Wealth Advisors LLC	4.29K	Mar 31, 26	-12	0.00%
MONEY CONCEPTS CAPITAL CORP	4.29K	Mar 31, 26	--	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	4.26K	Mar 31, 26	+10	0.00%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	4.17K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	4.00K	Mar 31, 26	+4.00K	0.00%
AE Wealth Management LLC	4.00K	Mar 31, 26	-213	0.00%
EverSource Wealth Advisors, LLC	3.97K	Mar 31, 26	+377	0.00%
Kingsview Wealth Management, LLC	3.92K	Mar 31, 26	+3.92K	0.00%
Clear Creek Financial Management, LLC	3.91K	Mar 31, 26	-34.70K	0.00%
SMITH, MOORE & CO.	3.89K	Mar 31, 26	--	0.00%
Horizon Wealth Management, LLC	3.88K	Mar 31, 26	--	0.00%
Equitable Holdings, Inc.	3.67K	Mar 31, 26	-276	0.00%
Physician Wealth Advisors, Inc.	3.63K	Mar 31, 26	+348	0.00%
Sunbelt Securities, Inc.	3.52K	Mar 31, 26	+1.47K	0.00%
Morse Asset Management, Inc	3.20K	Mar 31, 26	-30	0.00%
Chung Wu Investment Group, LLC	3.04K	Mar 31, 26	-1.10K	0.00%
Financial Life Planners	2.78K	Mar 31, 26	+2.78K	0.00%
US BANCORP \DE\	2.38K	Mar 31, 26	+120	0.00%
Qube Research & Technologies Ltd	2.16K	Mar 31, 26	-3.69K	0.00%
Imprint Wealth LLC	1.62K	Mar 31, 26	-148	0.00%
EVERMAY WEALTH MANAGEMENT LLC	1.60K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO	1.55K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	1.51K	Mar 31, 26	+155	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.39K	Mar 31, 26	+1.17K	0.00%
Abound Wealth Management	1.07K	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	1.06K	Mar 31, 26	+1.06K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.04K	Mar 31, 26	+1.04K	0.00%
Western Wealth Management, LLC	708	Mar 31, 26	+708	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	630	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	610	Mar 31, 26	+610	0.00%
Corsicana & Co.	460	Mar 31, 26	-460	0.00%
CENTRAL TRUST Co	360	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	320	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	256	Mar 31, 26	--	0.00%
ATWOOD & PALMER INC	250	Mar 31, 26	+250	0.00%
Financial Freedom, LLC	194	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	177	Mar 31, 26	+17	0.00%
Steigerwald, Gordon & Koch Inc.	173	Mar 31, 26	--	0.00%
Golden State Equity Partners	140	Mar 31, 26	+140	0.00%
MORGAN STANLEY	104	Mar 31, 26	+86	0.00%
CWM, LLC	80	Mar 31, 26	-396.23K	0.00%
Legacy Wealth Managment, LLC/ID	77	Mar 31, 26	-19.07K	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	72	Mar 31, 26	-168	0.00%
BANK OF MONTREAL /CAN/	30	Mar 31, 26	--	0.00%
Signature Resources Capital Management, LLC	28	Mar 31, 26	--	0.00%
Archer Investment Corp	16	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	2	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
BlackRock, Inc.	1	Mar 31, 26	--	0.00%
Luminist Capital LLC	--	Mar 31, 26	-5.07K	--
MACQUARIE GROUP LTD	--	Mar 31, 26	-400	--
FWL INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-1.40K	--
HOLLENCREST CAPITAL MANAGEMENT	--	Mar 31, 26	-4.20K	--
United Advisor Group, LLC	--	Mar 31, 26	-4.24K	--
CPR Investments Inc.	--	Mar 31, 26	-15.35K	--
Anchor Investment Management, LLC	--	Mar 31, 26	-2.00K	--
Ausdal Financial Partners, Inc.	--	Mar 31, 26	-6.09K	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-19.07K	--
Rossby Financial, LCC	--	Mar 31, 26	-1	--
Caitlin John, LLC	--	Mar 31, 26	-4	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Mar 31, 26	-246	--
DRW Securities, LLC	--	Mar 31, 26	-21.65K	--
CITIGROUP INC	--	Mar 31, 26	-3	--
DV Trading LLC	--	Mar 31, 26	-1.00K	--
COMMONWEALTH EQUITY SERVICES, LLC	--	Mar 31, 26	-4.81K	--
Encompass More Asset Management	--	Mar 31, 26	-8.57K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-3.65K	--
NBZ Investment Advisors LLC	--	Mar 31, 26	-271.76K	--
Howard Capital Management Inc.	--	Mar 31, 26	-13.78M	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-9.74K	--
Invst, LLC	--	Mar 31, 26	-19.45K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-53.80K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-126	--
ENVESTNET ASSET MANAGEMENT INC	--	Mar 31, 26	-7.22K	--
Vontobel Holding Ltd.	--	Mar 31, 26	-43.92K	--
Csenge Advisory Group	--	Mar 31, 26	-41.16K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-46.60K	--
Park Square Financial Group, LLC	--	Mar 31, 26	-39	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-316	--
Boreal Capital Management LLC	--	Mar 31, 26	-860	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-84	--
TFB Advisors LLC	--	Mar 31, 26	-24.49K	--
Advyzon Investment Management, LLC	--	Mar 31, 26	-4.53K	--
Financial Services Advisory Inc	--	Mar 31, 26	-25.61K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-11.27K	--
Sage Capital Management, LLC	--	Mar 31, 26	-3.69K	--
Warther Private Wealth, LLC	--	Mar 31, 26	-8.74K	--
WASHINGTON GROWTH STRATEGIES LLC	--	Mar 31, 26	-3.79K	--
Jump Financial, LLC	--	Mar 31, 26	-89.55K	--
Edgestream Partners, L.P.	--	Mar 31, 26	-7.89K	--
VisionPoint Advisory Group, LLC	--	Mar 31, 26	-9.06K	--
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-90.29K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-11.07K	--
Belpointe Asset Management LLC	--	Mar 31, 26	-5.00K	--
WEST CHESTER CAPITAL ADVISORS, INC	--	Mar 31, 26	-16.37K	--
Altman Advisors, Inc.	--	Mar 31, 26	-4.86K	--
STEPHENS INC /AR/	--	Mar 31, 26	-4.31K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-153.76K	--
WINNOW WEALTH LLC	--	Mar 31, 26	-1.22K	--
Balboa Wealth Partners	--	Mar 31, 26	-18.07K	--
Tempus Wealth Planning, LLC	--	Mar 31, 26	-63.70K	--
Cerity Partners LLC	--	Mar 31, 26	-5.79K	--
London & Capital Asset Management Ltd	--	Mar 31, 26	-16.06K	--
Three Seasons Wealth, LLC	--	Mar 31, 26	-103.06K	--
Private Wealth Group, LLC	--	Mar 31, 26	-3.79K	--
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%
Global Retirement Partners, LLC	160	Dec 31, 25	-168	0.00%
ORG Partners LLC	140	Dec 31, 25	+66	0.00%
CROWLEY WEALTH MANAGEMENT, INC.	50.26K	Sep 30, 25	+1.51K	0.05%
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	0.01%
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	0.02%
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	0.02%
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	0.01%
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	0.07%
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	0.10%
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	--	0.20%
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	--	0.01%
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	0.06%
BKS ADVISORS, LLC	26.12K	Mar 31, 19	-3.02K	0.03%
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	0.01%
RBC cees Trustee LTD	4.04K	Sep 30, 09	+4.04K	0.00%
RBC Dominion Securities Inc.	50.70K	Dec 31, 08	+49.50K	0.05%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Main Street Group, LTD

1.16M

Mar 31, 26

-44.00K

1.11%

Pinkerton Retirement Specialists, LLC

749.13K

Mar 31, 26

+71.60K

0.72%

Spire Wealth Management

419.89K

Mar 31, 26

+49.54K

0.40%

Virtue Capital Management, LLC

392.77K

Mar 31, 26

+392.77K

0.38%

Ridgepath Capital Management LLC

370.10K

Mar 31, 26

+14.67K

0.35%

Asset Management Group, Inc.

287.74K

Mar 31, 26

+301

0.28%

UBS Group AG

284.74K

Mar 31, 26

+256.79K

0.27%

TTP Investments, Inc.

276.18K

Mar 31, 26

-342.58K

0.26%

Brookstone Capital Management

254.21K

Mar 31, 26

-6.23K

0.24%

HighTower Advisors, LLC

250.55K

Mar 31, 26

-92.43K

0.24%

TOTH FINANCIAL ADVISORY CORP

232.29K

Mar 31, 26

-16.86K

0.22%

Portfolio Design Labs, LLC

227.06K

Mar 31, 26

-8.21K

0.22%

GenWealth Group, Inc.

175.12K

Mar 31, 26

+4.89K

0.17%

INDEPENDENT FINANCIAL GROUP, LLC

171.20K

Mar 31, 26

-1.84K

0.16%

Ascent Group, LLC

164.78K

Mar 31, 26

-10.47K

0.16%

Capital Investment Counsel, Inc

159.04K

Mar 31, 26

+975

0.15%

PNC FINANCIAL SERVICES GROUP, INC.

153.47K

Mar 31, 26

+24.20K

0.15%

Global View Capital Management LLC

153.01K

Mar 31, 26

-312.48K

0.15%

FLOW TRADERS U.S. LLC

149.91K

Mar 31, 26

+149.91K

0.14%

Lido Advisors, LLC

139.43K

Mar 31, 26

+62.23K

0.13%

KINGSWOOD WEALTH ADVISORS, LLC

137.45K

Mar 31, 26

-129.13K

0.13%

Client First Investment Management LLC

118.06K

Mar 31, 26

-422.00K

0.11%

SMITH CHAS P & ASSOCIATES PA CPAS

114.95K

Mar 31, 26

0.11%

JPMORGAN CHASE & CO

100.87K

Mar 31, 26

-7.67K

0.10%

Ashton Thomas Private Wealth, LLC

97.59K

Mar 31, 26

+2.85K

0.09%

Wealthcare Advisory Partners LLC

95.92K

Mar 31, 26

0.09%

UNIQUE WEALTH, LLC

89.24K

Mar 31, 26

-18.61K

0.09%

HRT FINANCIAL LP

86.63K

Mar 31, 26

+67.02K

0.08%

HARBOUR INVESTMENTS, INC.

83.60K

Mar 31, 26

+83.60K

0.08%

Marshall Financial Group LLC

79.85K

Mar 31, 26

-24.98K

0.08%

LPL Financial LLC

62.55K

Mar 31, 26

-2.11K

0.06%

Apollon Financial, LLC

61.61K

Mar 31, 26

0.06%

Creative Planning

60.72K

Mar 31, 26

-7.14K

0.06%

Innova Wealth Partners

58.38K

Mar 31, 26

-439

0.06%

ADVISOR GROUP HOLDINGS, INC.

58.04K

Mar 31, 26

+3.71K

0.06%

Plotkin Financial Advisors, LLC

55.60K

Mar 31, 26

-3.09K

0.05%

Massar Capital Management, LP

53.88K

Mar 31, 26

+46.30K

0.05%

SP Asset Management LLC

51.59K

Mar 31, 26

+55

0.05%

Sowell Financial Services LLC

51.48K

Mar 31, 26

-48.23K

0.05%

Professional Financial Advisors, LLC

50.05K

Mar 31, 26

-3.27K

0.05%

BANK OF AMERICA CORP /DE/

49.77K

Mar 31, 26

+5.21K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

49.63K

Mar 31, 26

+25.30K

0.05%

Capital Investment Advisory Services, LLC

47.39K

Mar 31, 26

-175.32K

0.05%

Mariner, LLC

45.74K

Mar 31, 26

+329

0.04%

Koshinski Asset Management, Inc.

45.07K

Mar 31, 26

+513

0.04%

Stratos Wealth Partners, LTD.

44.86K

Mar 31, 26

+23.57K

0.04%

NewEdge Wealth, LLC

44.70K

Mar 31, 26

0.04%

CAPTRUST FINANCIAL ADVISORS

42.55K

Mar 31, 26

-24.23K

0.04%

ALLIANCEBERNSTEIN L.P.

42.49K

Mar 31, 26

+2.49K

0.04%

Sollinda Capital Management LLC

42.07K

Mar 31, 26

-494.33K

0.04%

PMV Capital Advisers, LLC

41.48K

Mar 31, 26

-397

0.04%

Valeo Financial Advisors, LLC

40.04K

Mar 31, 26

0.04%

Bank of New York Mellon Corp

38.39K

Mar 31, 26

+6.21K

0.04%

Larson Financial Group LLC

38.00K

Mar 31, 26

-13.96K

0.04%

Sovereign Financial Group, Inc.

36.04K

Mar 31, 26

-14

0.03%

Meridian Wealth Management, LLC

34.55K

Mar 31, 26

+727

0.03%

Squarepoint Ops LLC

33.47K

Mar 31, 26

+33.47K

0.03%

Rollins Financial Advisors, LLC

29.78K

Mar 31, 26

-46

0.03%

ASSETMARK, INC

29.01K

Mar 31, 26

-3.44M

0.03%

GOLDMAN SACHS GROUP INC

28.20K

Mar 31, 26

+28.20K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

27.58K

Mar 31, 26

-64.84K

0.03%

GeoWealth Management, LLC

27.40K

Mar 31, 26

-828

0.03%

ZEGA Investments, LLC

27.38K

Mar 31, 26

+27.38K

0.03%

MGO ONE SEVEN LLC

25.72K

Mar 31, 26

+174

0.02%

Beacon Capital Management, Inc.

25.15K

Mar 31, 26

-11.13K

0.02%

Richmond Brothers, Inc.

24.98K

Mar 31, 26

-10.96K

0.02%

Allworth Financial LP

24.60K

Mar 31, 26

+60

0.02%

SPROTT INC.

24.40K

Mar 31, 26

0.02%

NewEdge Advisors, LLC

24.34K

Mar 31, 26

+12.93K

0.02%

Strategic Blueprint, LLC

24.28K

Mar 31, 26

-359

0.02%

DONALDSON CAPITAL MANAGEMENT, LLC

24.08K

Mar 31, 26

0.02%

Diversified Trust Co

24.00K

Mar 31, 26

0.02%

Colony Group, LLC

23.38K

Mar 31, 26

-3.24K

0.02%

Evolution Wealth Advisors, LLC

23.13K

Mar 31, 26

0.02%

Berger Financial Group, Inc

22.83K

Mar 31, 26

+100

0.02%

BLAIR WILLIAM & CO/IL

22.70K

Mar 31, 26

-427

0.02%

RIA Advisory Group LLC

22.64K

Mar 31, 26

-16.81K

0.02%

SkyOak Wealth, LLC

20.83K

Mar 31, 26

-416

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

20.77K

Mar 31, 26

-8.18K

0.02%

Sanctuary Advisors, LLC

20.30K

Mar 31, 26

0.02%

Avidian Wealth Solutions, LLC

20.02K

Mar 31, 26

+1.00K

0.02%

SRS Capital Advisors, Inc.

18.62K

Mar 31, 26

0.02%

Safe Harbor Fiduciary, LLC

18.32K

Mar 31, 26

-491

0.02%

WoodTrust Financial Corp

18.11K

Mar 31, 26

-6.43K

0.02%

Chicago Partners Investment Group LLC

18.09K

Mar 31, 26

-520

0.02%

Steel Peak Wealth Management LLC

17.76K

Mar 31, 26

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

16.89K

Mar 31, 26

+734

0.02%

MAI Capital Management

16.43K

Mar 31, 26

-160

0.02%

Foundations Investment Advisors, LLC

15.96K

Mar 31, 26

+617

0.02%

Harvest Investment Services, LLC

15.89K

Mar 31, 26

+142

0.02%

BERKSHIRE ASSET MANAGEMENT LLC/PA

15.17K

Mar 31, 26

+4.71K

0.01%

Discipline Wealth Solutions, LLC

15.07K

Mar 31, 26

-11.52K

0.01%

Clark Capital Management Group, Inc.

14.65K

Mar 31, 26

+6.18K

0.01%

Cambridge Investment Research Advisors, Inc.

14.49K

Mar 31, 26

-114.86K

0.01%

Grandview Asset Management LLC

14.40K

Mar 31, 26

0.01%

Galvin, Gaustad & Stein, LLC

13.99K

Mar 31, 26

0.01%

Baker Avenue Asset Management, LP

13.77K

Mar 31, 26

0.01%

CI Private Wealth, LLC

13.43K

Mar 31, 26

-3.51K

0.01%

Palumbo Wealth Management LLC

13.24K

Mar 31, 26

+17

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.08K

Mar 31, 26

+5.52K

0.01%

Atlatl Advisers LLC

12.76K

Mar 31, 26

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.74K

Mar 31, 26

+3.12K

0.01%

COMMERCE BANK

11.62K

Mar 31, 26

+2.63K

0.01%

Cassaday & Co Wealth Management LLC

11.31K

Mar 31, 26

0.01%

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

11.28K

Mar 31, 26

-1.17K

0.01%

JANE STREET GROUP, LLC

11.16K

Mar 31, 26

+11.16K

0.01%

NORDEN GROUP LLC

11.14K

Mar 31, 26

-4.41K

0.01%

Aurora Private Wealth, Inc.

10.94K

Mar 31, 26

-5.61K

0.01%

Sage Mountain Advisors LLC

10.90K

Mar 31, 26

0.01%

CRA Financial Services, LLC

10.83K

Mar 31, 26

+1.31K

0.01%

Bernard Wealth Management Corp.

10.65K

Mar 31, 26

0.01%

WEST MICHIGAN ADVISORS, LLC

10.59K

Mar 31, 26

+475

0.01%

Tyche Wealth Partners LLC

10.37K

Mar 31, 26

+2.42K

0.01%

BROWN BROTHERS HARRIMAN & CO

10.00K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

9.93K

Mar 31, 26

+9.92K

0.01%

Kovack Advisors, Inc.

9.81K

Mar 31, 26

0.01%

MINDSET WEALTH MANAGEMENT, LLC

9.67K

Mar 31, 26

0.01%

Wealthstar Advisors, LLC

9.58K

Mar 31, 26

-317

0.01%

Independent Advisor Alliance

9.47K

Mar 31, 26

+9.47K

0.01%

Greenspring Advisors, LLC

9.44K

Mar 31, 26

-686

0.01%

DAYMARK WEALTH PARTNERS, LLC

9.05K

Mar 31, 26

0.01%

TUDOR INVESTMENT CORP ET AL

8.99K

Mar 31, 26

-1.00K

0.01%

TruWealth Advisors, LLC

8.93K

Mar 31, 26

0.01%

SIGNATUREFD, LLC

8.61K

Mar 31, 26

0.01%

Forefront Analytics, LLC

8.16K

Mar 31, 26

+18

0.01%

WESBANCO BANK INC

8.15K

Mar 31, 26

0.01%

Verdence Capital Advisors LLC

8.13K

Mar 31, 26

0.01%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

8.06K

Mar 31, 26

0.01%

Perigon Wealth Management, LLC

7.79K

Mar 31, 26

-1.65K

0.01%

Alternative Investment Advisors, LLC.

7.67K

Mar 31, 26

+512

0.01%

Quantinno Capital Management LP

7.37K

Mar 31, 26

+7.37K

0.01%

Pensionmark Financial Group, LLC

7.36K

Mar 31, 26

-2.88K

0.01%

GABLES CAPITAL MANAGEMENT INC.

7.14K

Mar 31, 26

-100

0.01%

TWO SIGMA SECURITIES, LLC

7.03K

Mar 31, 26

-8.58K

0.01%

MKT Advisors LLC

6.40K

Mar 31, 26

0.01%

Genesee Capital Advisors, LLC

6.26K

Mar 31, 26

+1.78K

0.01%

Charter Oak Capital Management, LLC

6.18K

Mar 31, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

6.00K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

5.95K

Mar 31, 26

-26.20K

0.01%

ROYAL BANK OF CANADA

5.79K

Mar 31, 26

-3.43K

0.01%

IEQ CAPITAL, LLC

5.64K

Mar 31, 26

-4.02K

0.01%

SBI Securities Co., Ltd.

5.53K

Mar 31, 26

+2.53K

0.01%

SpringVest Wealth Management LLC

5.44K

Mar 31, 26

0.01%

Claro Advisors LLC

5.31K

Mar 31, 26

-635

0.01%

Clearstead Advisors, LLC

5.20K

Mar 31, 26

0.00%

Institute for Wealth Management, LLC.

5.15K

Mar 31, 26

0.00%

Modern Wealth Management, LLC

5.13K

Mar 31, 26

-18.60K

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

4.94K

Mar 31, 26

0.00%

Clearwater Capital Advisors, LLC

4.88K

Mar 31, 26

+4.88K

0.00%

Erickson Financial Group, LLC

4.83K

Mar 31, 26

-84

0.00%

WORLD EQUITY GROUP, INC.

4.71K

Mar 31, 26

+258

0.00%

Dale Q Rice Investment Management Ltd

4.68K

Mar 31, 26

-4

0.00%

EAGLE WEALTH STRATEGIES LLC

4.59K

Mar 31, 26

0.00%

Arkadios Wealth Advisors

4.58K

Mar 31, 26

+500

0.00%

Castleview Partners, LLC

4.57K

Mar 31, 26

-1.48K

0.00%

First Heartland Consultants, Inc.

4.56K

Mar 31, 26

+44

0.00%

Cadent Capital Advisors, LLC

4.53K

Mar 31, 26

+111

0.00%

MILESTONE ASSET MANAGEMENT, LLC

4.47K

Mar 31, 26

-795

0.00%

Integrated Wealth Concepts LLC

4.38K

Mar 31, 26

+4.38K

0.00%

Gibson Wealth Advisors LLC

4.29K

Mar 31, 26

-12

0.00%

MONEY CONCEPTS CAPITAL CORP

4.29K

Mar 31, 26

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

4.26K

Mar 31, 26

+10

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

4.17K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

4.00K

Mar 31, 26

+4.00K

0.00%

AE Wealth Management LLC

4.00K

Mar 31, 26

-213

0.00%

EverSource Wealth Advisors, LLC

3.97K

Mar 31, 26

+377

0.00%

Kingsview Wealth Management, LLC

3.92K

Mar 31, 26

+3.92K

0.00%

Clear Creek Financial Management, LLC

3.91K

Mar 31, 26

-34.70K

0.00%

SMITH, MOORE & CO.

3.89K

Mar 31, 26

0.00%

Horizon Wealth Management, LLC

3.88K

Mar 31, 26

0.00%

Equitable Holdings, Inc.

3.67K

Mar 31, 26

-276

0.00%

Physician Wealth Advisors, Inc.

3.63K

Mar 31, 26

+348

0.00%

Sunbelt Securities, Inc.

3.52K

Mar 31, 26

+1.47K

0.00%

Morse Asset Management, Inc

3.20K

Mar 31, 26

-30

0.00%

Chung Wu Investment Group, LLC

3.04K

Mar 31, 26

-1.10K

0.00%

Financial Life Planners

2.78K

Mar 31, 26

+2.78K

0.00%

US BANCORP \DE\

2.38K

Mar 31, 26

+120

0.00%

Qube Research & Technologies Ltd

2.16K

Mar 31, 26

-3.69K

0.00%

Imprint Wealth LLC

1.62K

Mar 31, 26

-148

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.60K

Mar 31, 26

0.00%

WHITTIER TRUST CO

1.55K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

1.51K

Mar 31, 26

+155

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.39K

Mar 31, 26

+1.17K

0.00%

Abound Wealth Management

1.07K

Mar 31, 26

0.00%

Bogart Wealth, LLC

1.06K

Mar 31, 26

+1.06K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.04K

Mar 31, 26

+1.04K

0.00%

Western Wealth Management, LLC

708

Mar 31, 26

+708

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

630

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

610

Mar 31, 26

+610

0.00%

Corsicana & Co.

460

Mar 31, 26

-460

0.00%

CENTRAL TRUST Co

360

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

320

Mar 31, 26

0.00%

Parallel Advisors, LLC

256

Mar 31, 26

0.00%

ATWOOD & PALMER INC

250

Mar 31, 26

+250

0.00%

Financial Freedom, LLC

194

Mar 31, 26

0.00%

American Capital Advisory, LLC

177

Mar 31, 26

+17

0.00%

Steigerwald, Gordon & Koch Inc.

173

Mar 31, 26

0.00%

Golden State Equity Partners

140

Mar 31, 26

+140

0.00%

MORGAN STANLEY

104

Mar 31, 26

+86

0.00%

CWM, LLC

Mar 31, 26

-396.23K

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

-19.07K

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 31, 26

-168

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

Mar 31, 26

0.00%

Archer Investment Corp

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

0.00%

Luminist Capital LLC

Mar 31, 26

-5.07K

MACQUARIE GROUP LTD

Mar 31, 26

-400

FWL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-1.40K

HOLLENCREST CAPITAL MANAGEMENT

Mar 31, 26

-4.20K

United Advisor Group, LLC

Mar 31, 26

-4.24K

CPR Investments Inc.

Mar 31, 26

-15.35K

Anchor Investment Management, LLC

Mar 31, 26

-2.00K

Ausdal Financial Partners, Inc.

Mar 31, 26

-6.09K

Ameritas Advisory Services, LLC

Mar 31, 26

-19.07K

Rossby Financial, LCC

Mar 31, 26

-1

Caitlin John, LLC

Mar 31, 26

-4

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

-246

DRW Securities, LLC

Mar 31, 26

-21.65K

CITIGROUP INC

Mar 31, 26

-3

DV Trading LLC

Mar 31, 26

-1.00K

COMMONWEALTH EQUITY SERVICES, LLC

Mar 31, 26

-4.81K

Encompass More Asset Management

Mar 31, 26

-8.57K

Coppell Advisory Solutions LLC

Mar 31, 26

-3.65K

NBZ Investment Advisors LLC

Mar 31, 26

-271.76K

Howard Capital Management Inc.

Mar 31, 26

-13.78M

Kestra Advisory Services, LLC

Mar 31, 26

-9.74K

Invst, LLC

Mar 31, 26

-19.45K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-53.80K

Cape Investment Advisory, Inc.

Mar 31, 26

-126

ENVESTNET ASSET MANAGEMENT INC

Mar 31, 26

-7.22K

Vontobel Holding Ltd.

Mar 31, 26

-43.92K

Csenge Advisory Group

Mar 31, 26

-41.16K

CITADEL ADVISORS LLC

Mar 31, 26

-46.60K

Park Square Financial Group, LLC

Mar 31, 26

-39

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-316

Boreal Capital Management LLC

Mar 31, 26

-860

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-84

TFB Advisors LLC

Mar 31, 26

-24.49K

Advyzon Investment Management, LLC

Mar 31, 26

-4.53K

Financial Services Advisory Inc

Mar 31, 26

-25.61K

Wealth Watch Advisors, INC

Mar 31, 26

-11.27K

Sage Capital Management, LLC

Mar 31, 26

-3.69K

Warther Private Wealth, LLC

Mar 31, 26

-8.74K

WASHINGTON GROWTH STRATEGIES LLC

Mar 31, 26

-3.79K

Jump Financial, LLC

Mar 31, 26

-89.55K

Edgestream Partners, L.P.

Mar 31, 26

-7.89K

VisionPoint Advisory Group, LLC

Mar 31, 26

-9.06K

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-90.29K

SIMPLEX TRADING, LLC

Mar 31, 26

-11.07K

Belpointe Asset Management LLC

Mar 31, 26

-5.00K

WEST CHESTER CAPITAL ADVISORS, INC

Mar 31, 26

-16.37K

Altman Advisors, Inc.

Mar 31, 26

-4.86K

STEPHENS INC /AR/

Mar 31, 26

-4.31K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-153.76K

WINNOW WEALTH LLC

Mar 31, 26

-1.22K

Balboa Wealth Partners

Mar 31, 26

-18.07K

Tempus Wealth Planning, LLC

Mar 31, 26

-63.70K

Cerity Partners LLC

Mar 31, 26

-5.79K

London & Capital Asset Management Ltd

Mar 31, 26

-16.06K

Three Seasons Wealth, LLC

Mar 31, 26

-103.06K

Private Wealth Group, LLC

Mar 31, 26

-3.79K

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%

Global Retirement Partners, LLC

160

Dec 31, 25

-168

0.00%

ORG Partners LLC

140

Dec 31, 25

+66

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

50.26K

Sep 30, 25

+1.51K

0.05%

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

0.01%

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

0.02%

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

0.02%

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

0.01%

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

0.07%

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

0.10%

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

0.20%

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

0.01%

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

0.06%

BKS ADVISORS, LLC

26.12K

Mar 31, 19

-3.02K

0.03%

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

0.01%

RBC cees Trustee LTD

4.04K

Sep 30, 09

+4.04K

0.00%

RBC Dominion Securities Inc.

50.70K

Dec 31, 08

+49.50K

0.05%