Sunoco LP(SUN)

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Sunoco LP(SUN)

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$75.58—

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SUN(SUN)

SUN

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Institutional Ownership

Top 399 Institutional Holders

Holder	Shares	Date	Change	% Held
ALPS ADVISORS INC	24.44M	Jun 30, 26	-235.91K	17.87%
Invesco Ltd.	8.85M	Jun 30, 26	-8.77K	6.47%
GOLDMAN SACHS GROUP INC	5.74M	Jun 30, 26	+213.87K	4.20%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	3.01M	Jun 30, 26	-215.29K	2.20%
FMR LLC	2.59M	Jun 30, 26	-1.05M	1.89%
MORGAN STANLEY	2.56M	Jun 30, 26	+1.45M	1.87%
Energy Income Partners, LLC	1.77M	Jun 30, 26	-132.47K	1.29%
JPMORGAN CHASE & CO	1.63M	Jun 30, 26	+129.58K	1.19%
Recurrent Investment Advisors LLC	1.15M	Jun 30, 26	+121.56K	0.84%
UBS Group AG	1.06M	Jun 30, 26	+99.72K	0.77%
INFRASTRUCTURE CAPITAL ADVISORS, LLC	995.79K	Jun 30, 26	+22.86K	0.73%
MILLER HOWARD INVESTMENTS INC /NY	974.11K	Jun 30, 26	+157.88K	0.71%
Blackstone Inc.	854.60K	Jun 30, 26	-39.76K	0.62%
TORTOISE CAPITAL ADVISORS, L.L.C.	778.97K	Jun 30, 26	-36.52K	0.57%
BARCLAYS PLC	692.09K	Jun 30, 26	-102.50K	0.51%
Fractal Investments LLC	682.00K	Jun 30, 26	+65.46K	0.50%
BOWEN HANES & CO INC	600.00K	Jun 30, 26	--	0.44%
Neuberger Berman Group LLC	579.38K	Jun 30, 26	+2.94K	0.42%
Adams Asset Advisors, LLC	565.82K	Jun 30, 26	--	0.41%
RAYMOND JAMES FINANCIAL INC	377.49K	Jun 30, 26	-6.37K	0.28%
Allianz Asset Management GmbH	369.07K	Jun 30, 26	+40.76K	0.27%
ING GROEP NV	267.00K	Jun 30, 26	+103.00K	0.20%
BANK OF AMERICA CORP /DE/	237.70K	Jun 30, 26	+33.09K	0.17%
COOPERMAN LEON G	225.99K	Jun 30, 26	-1.39M	0.17%
ROYAL BANK OF CANADA	205.52K	Jun 30, 26	+15.04K	0.15%
WELLS FARGO & COMPANY/MN	204.74K	Jun 30, 26	-18.52K	0.15%
CHICKASAW CAPITAL MANAGEMENT LLC	192.47K	Jun 30, 26	-10.63K	0.14%
CITIGROUP INC	187.16K	Jun 30, 26	-51.41K	0.14%
HRT FINANCIAL LP	182.41K	Jun 30, 26	+110.46K	0.13%
LPL Financial LLC	175.49K	Jun 30, 26	-1.72K	0.13%
Kercheville Advisors, LLC	159.09K	Jun 30, 26	+5.00K	0.12%
Sanctuary Advisors, LLC	155.10K	Jun 30, 26	+388	0.11%
BNP PARIBAS ARBITRAGE, SNC	154.87K	Jun 30, 26	+39.14K	0.11%
TCG Advisory Services, LLC	145.38K	Jun 30, 26	+1.01K	0.11%
Texas Yale Capital Corp.	134.90K	Jun 30, 26	+1.75K	0.10%
Waverly Advisors, LLC	133.45K	Jun 30, 26	+1.39K	0.10%
EXCHANGE TRADED CONCEPTS, LLC	106.28K	Jun 30, 26	-14.32K	0.08%
Susquehanna Portfolio Strategies, LLC	91.59K	Jun 30, 26	+2.96K	0.07%
THOROUGHBRED FINANCIAL SERVICES, LLC	86.00K	Jun 30, 26	+86.00K	0.06%
ENVESTNET ASSET MANAGEMENT INC	82.91K	Jun 30, 26	+9.24K	0.06%
Summit Financial, LLC	76.53K	Jun 30, 26	-5.00K	0.06%
Waldron Private Wealth LLC	71.00K	Jun 30, 26	--	0.05%
ADVISOR GROUP HOLDINGS, INC.	62.59K	Jun 30, 26	+2.22K	0.05%
Cetera Investment Advisers	62.11K	Jun 30, 26	-448	0.05%
J.W. COLE ADVISORS, INC.	59.13K	Jun 30, 26	-1.36K	0.04%
Advisors Asset Management, Inc.	58.38K	Jun 30, 26	+2.30K	0.04%
KAYNE ANDERSON CAPITAL ADVISORS LP	57.40K	Jun 30, 26	+57.40K	0.04%
Annis Gardner Whiting Capital Advisors, LLC	56.80K	Jun 30, 26	--	0.04%
Mariner, LLC	52.64K	Jun 30, 26	+846	0.04%
Cartesian Growth Corp	51.25K	Jun 30, 26	+51.25K	0.04%
Gilman Hill Asset Management, LLC	50.35K	Jun 30, 26	+1.79K	0.04%
TORONTO DOMINION BANK	49.80K	Jun 30, 26	+49.80K	0.04%
Kestra Advisory Services, LLC	49.07K	Jun 30, 26	-13.29K	0.04%
Cresset Asset Management, LLC	47.42K	Jun 30, 26	+276	0.03%
CAPTRUST FINANCIAL ADVISORS	45.34K	Jun 30, 26	+984	0.03%
Sovereign Investment Advisors, LLC	43.52K	Jun 30, 26	--	0.03%
Crescent Grove Advisors, LLC	41.88K	Jun 30, 26	+15.02K	0.03%
Barnett & Company, Inc.	37.88K	Jun 30, 26	-1.70K	0.03%
FIRST TRUST ADVISORS LP	37.19K	Jun 30, 26	-3.31K	0.03%
PARK CIRCLE Co	36.35K	Jun 30, 26	--	0.03%
Linscomb & Williams, Inc.	35.06K	Jun 30, 26	--	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	32.10K	Jun 30, 26	+446	0.02%
NewEdge Advisors, LLC	31.30K	Jun 30, 26	+20.32K	0.02%
WESTWOOD HOLDINGS GROUP INC	30.50K	Jun 30, 26	-3.84K	0.02%
STIFEL FINANCIAL CORP	29.67K	Jun 30, 26	-983	0.02%
Rockefeller Capital Management L.P.	28.86K	Jun 30, 26	-114	0.02%
GLENMEDE TRUST CO NA	28.68K	Jun 30, 26	-6.32K	0.02%
TRUIST FINANCIAL CORP	28.63K	Jun 30, 26	+127	0.02%
MML INVESTORS SERVICES, LLC	27.89K	Jun 30, 26	+19.66K	0.02%
Zurich Insurance Group Ltd/FI	27.20K	Jun 30, 26	--	0.02%
Empirical Asset Management, LLC	27.08K	Jun 30, 26	-936	0.02%
HighTower Advisors, LLC	26.91K	Jun 30, 26	+5.89K	0.02%
ELCO Management Co., LLC	26.59K	Jun 30, 26	-507	0.02%
Cambridge Investment Research Advisors, Inc.	25.88K	Jun 30, 26	-361	0.02%
VAN ECK ASSOCIATES CORP	25.71K	Jun 30, 26	-27.52K	0.02%
AMERIPRISE FINANCIAL INC	25.20K	Jun 30, 26	-9.41K	0.02%
Bison Wealth, LLC	23.86K	Jun 30, 26	+20.61K	0.02%
DIVIDEND ASSETS CAPITAL, LLC	23.10K	Jun 30, 26	+1.69K	0.02%
Apollon Wealth Management, LLC	22.14K	Jun 30, 26	-93	0.02%
Private Advisor Group, LLC	22.11K	Jun 30, 26	+950	0.02%
Colony Group, LLC	22.02K	Jun 30, 26	+5.21K	0.02%
CITADEL ADVISORS LLC	21.63K	Jun 30, 26	+21.63K	0.02%
CASCADE INVESTMENT GROUP, INC.	21.58K	Jun 30, 26	-300	0.02%
IHT Wealth Management, LLC	20.27K	Jun 30, 26	+9.09K	0.01%
AMERICAN FINANCIAL GROUP INC	20.00K	Jun 30, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.03K	Jun 30, 26	+4.98K	0.01%
Virtu Financial LLC	18.97K	Jun 30, 26	+18.97K	0.01%
US BANCORP \DE\	18.88K	Jun 30, 26	--	0.01%
BlackRock, Inc.	17.14K	Jun 30, 26	+4	0.01%
Focus Financial Network, Inc.	16.59K	Jun 30, 26	-281	0.01%
CARY STREET PARTNERS FINANCIAL LLC	16.57K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	16.13K	Jun 30, 26	+16.13K	0.01%
Jump Financial, LLC	15.90K	Jun 30, 26	+15.90K	0.01%
Creative Planning	15.27K	Jun 30, 26	-21.06K	0.01%
Quad-Cities Investment Group, LLC	15.23K	Jun 30, 26	+1.03K	0.01%
MCDONALD PARTNERS LLC	15.10K	Jun 30, 26	--	0.01%
MGO ONE SEVEN LLC	15.07K	Jun 30, 26	+404	0.01%
Baird Financial Group, Inc.	15.04K	Jun 30, 26	-25	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.97K	Jun 30, 26	-54.64K	0.01%
CASTLEARK MANAGEMENT LLC	14.45K	Jun 30, 26	--	0.01%
Janney Montgomery Scott LLC	14.00K	Jun 30, 26	+1.54K	0.01%
Austin Wealth Management, LLC	13.93K	Jun 30, 26	+13.93K	0.01%
IFG Advisory, LLC	13.85K	Jun 30, 26	+5.69K	0.01%
Caprock Group, LLC	13.00K	Jun 30, 26	-275	0.01%
Sigma Planning Corp	12.23K	Jun 30, 26	-660	0.01%
BOKF, NA	12.18K	Jun 30, 26	--	0.01%
Pallas Capital Advisors LLC	12.12K	Jun 30, 26	+12.12K	0.01%
M&T BANK CORP	12.01K	Jun 30, 26	-1.09K	0.01%
M.E. ALLISON & CO., INC.	11.74K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	11.54K	Jun 30, 26	+5.35K	0.01%
Quantinno Capital Management LP	11.41K	Jun 30, 26	+1.92K	0.01%
Larson Financial Group LLC	11.18K	Jun 30, 26	+267	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	10.98K	Jun 30, 26	-93	0.01%
JONES FINANCIAL COMPANIES LLLP	10.72K	Jun 30, 26	+810	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	10.60K	Jun 30, 26	-6.30K	0.01%
Oxbow Advisors, LLC	10.60K	Jun 30, 26	-480	0.01%
Moors & Cabot, Inc.	10.30K	Jun 30, 26	-1.27K	0.01%
Tradition Wealth Management, LLC	10.07K	Jun 30, 26	+52	0.01%
BALDWIN BROTHERS LLC/MA	9.86K	Jun 30, 26	--	0.01%
GWN SECURITIES INC.	9.82K	Jun 30, 26	+9.82K	0.01%
Cerity Partners LLC	9.69K	Jun 30, 26	+3.98K	0.01%
Stratos Wealth Partners, LTD.	9.47K	Jun 30, 26	+63	0.01%
B. Riley Wealth Advisors, Inc.	9.44K	Jun 30, 26	-278	0.01%
BROWN ADVISORY INC	9.20K	Jun 30, 26	-680	0.01%
OPPENHEIMER ASSET MANAGEMENT INC.	9.10K	Jun 30, 26	+1.26K	0.01%
DAVIDSON TRUST CO	9.00K	Jun 30, 26	--	0.01%
Cypress Capital Group	8.62K	Jun 30, 26	--	0.01%
PSI Advisors, LLC	8.54K	Jun 30, 26	-266	0.01%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	8.50K	Jun 30, 26	--	0.01%
Midwest Trust Co	8.48K	Jun 30, 26	--	0.01%
SG Americas Securities, LLC	8.45K	Jun 30, 26	+8.45K	0.01%
SFMG, LLC	8.30K	Jun 30, 26	--	0.01%
Cohen Capital Management, Inc.	8.21K	Jun 30, 26	--	0.01%
Bank of New York Mellon Corp	7.89K	Jun 30, 26	-2.14K	0.01%
UHLMANN PRICE SECURITIES, LLC	7.81K	Jun 30, 26	-55	0.01%
United Advisor Group, LLC	7.72K	Jun 30, 26	-370	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	7.62K	Jun 30, 26	-1.98K	0.01%
BENJAMIN EDWARDS INC	7.59K	Jun 30, 26	-306	0.01%
MAI Capital Management	7.58K	Jun 30, 26	+2.09K	0.01%
OPPENHEIMER & CO INC	7.57K	Jun 30, 26	+225	0.01%
Avidian Wealth Solutions, LLC	7.49K	Jun 30, 26	+574	0.01%
Baker Avenue Asset Management, LP	7.45K	Jun 30, 26	-763	0.01%
CI Private Wealth, LLC	7.27K	Jun 30, 26	+7.27K	0.01%
Ameritas Advisory Services, LLC	7.23K	Jun 30, 26	+7.23K	0.01%
CULLEN/FROST BANKERS, INC.	7.17K	Jun 30, 26	-25	0.01%
GREEN SQUARE CAPITAL ADVISORS LLC	7.04K	Jun 30, 26	--	0.01%
RMB Capital Management, LLC	6.99K	Jun 30, 26	--	0.01%
WealthPLAN Partners, LLC	6.88K	Jun 30, 26	+5	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6.80K	Jun 30, 26	--	0.00%
Concurrent Investment Advisors, LLC	6.47K	Jun 30, 26	+76	0.00%
Ulland Investment Advisors, LLC	6.45K	Jun 30, 26	+1.45K	0.00%
Avid Wealth Partners LLC	6.40K	Jun 30, 26	--	0.00%
WEDBUSH SECURITIES INC	6.11K	Jun 30, 26	+166	0.00%
MERCER GLOBAL ADVISORS INC /ADV	6.01K	Jun 30, 26	-1.13K	0.00%
Wealthcare Advisory Partners LLC	6.01K	Jun 30, 26	-3.10K	0.00%
Abel Hall, LLC	6.00K	Jun 30, 26	--	0.00%
SITTNER & NELSON, LLC	6.00K	Jun 30, 26	--	0.00%
PFG Investments, LLC	5.95K	Jun 30, 26	+237	0.00%
DRW Securities, LLC	5.88K	Jun 30, 26	+5.88K	0.00%
Diversified Trust Co	5.83K	Jun 30, 26	--	0.00%
Pensionmark Financial Group, LLC	5.78K	Jun 30, 26	-3.82K	0.00%
Patriot Financial Group Insurance Agency, LLC	5.77K	Jun 30, 26	-5.69K	0.00%
Corps Capital Advisors, LLC	5.72K	Jun 30, 26	--	0.00%
CSS LLC/IL	5.65K	Jun 30, 26	-500	0.00%
Independent Advisor Alliance	5.64K	Jun 30, 26	-1.20K	0.00%
Arkadios Wealth Advisors	5.34K	Jun 30, 26	+124	0.00%
Carnegie Capital Asset Management, LLC	5.26K	Jun 30, 26	-1	0.00%
Genesee Capital Advisors, LLC	4.96K	Jun 30, 26	--	0.00%
Garrett Wealth Advisory Group, LLC	4.93K	Jun 30, 26	--	0.00%
BRIDGES INVESTMENT MANAGEMENT INC	4.93K	Jun 30, 26	--	0.00%
Willis Investment Counsel	4.88K	Jun 30, 26	--	0.00%
Allworth Financial LP	4.87K	Jun 30, 26	-271	0.00%
Cornerstone Planning Group LLC	4.82K	Jun 30, 26	-51	0.00%
Crumly & Associates Inc.	4.71K	Jun 30, 26	--	0.00%
KING LUTHER CAPITAL MANAGEMENT CORP	4.69K	Jun 30, 26	--	0.00%
RIVERCHASE WEALTH MANAGEMENT, LLC	4.68K	Jun 30, 26	--	0.00%
Regal Investment Advisors LLC	4.61K	Jun 30, 26	-260	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	4.56K	Jun 30, 26	-2.45K	0.00%
Lee Financial Co	4.53K	Jun 30, 26	--	0.00%
CWA Asset Management Group, LLC	4.53K	Jun 30, 26	-390	0.00%
Mutual Advisors, LLC	4.42K	Jun 30, 26	-19	0.00%
Liberty Capital Management, Inc.	4.38K	Jun 30, 26	+4.38K	0.00%
Founders Financial Alliance, LLC	4.38K	Jun 30, 26	+5	0.00%
Newbridge Financial Services Group, Inc.	4.31K	Jun 30, 26	+45	0.00%
Quadrant Private Wealth Management, LLC	4.26K	Jun 30, 26	+3	0.00%
D.A. DAVIDSON & CO.	4.25K	Jun 30, 26	-100	0.00%
WHITENER CAPITAL MANAGEMENT, INC.	4.17K	Jun 30, 26	-135	0.00%
Ethos Financial Group, LLC	4.14K	Jun 30, 26	--	0.00%
Wealth Alliance	4.01K	Jun 30, 26	-1.49K	0.00%
CAPITAL ADVISORS INC/OK	3.93K	Jun 30, 26	--	0.00%
IMC-Chicago, LLC	3.91K	Jun 30, 26	-7.33K	0.00%
HighPoint Advisor Group LLC	3.90K	Jun 30, 26	--	0.00%
Atria Investments, Inc	3.87K	Jun 30, 26	+3.87K	0.00%
MONECO Advisors, LLC	3.81K	Jun 30, 26	+35	0.00%
KANAWHA CAPITAL MANAGEMENT LLC	3.80K	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	3.77K	Jun 30, 26	+11	0.00%
Inscription Capital, LLC	3.74K	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	3.74K	Jun 30, 26	--	0.00%
Lido Advisors, LLC	3.73K	Jun 30, 26	-2.38K	0.00%
Summit Wealth Partners, LLC	3.72K	Jun 30, 26	--	0.00%
NORTHERN TRUST CORP	3.71K	Jun 30, 26	--	0.00%
Tyche Wealth Partners LLC	3.71K	Jun 30, 26	--	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.67K	Jun 30, 26	+3.67K	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	3.66K	Jun 30, 26	+21	0.00%
Wealth Alliance Advisory Group, LLC	3.65K	Jun 30, 26	--	0.00%
First Trust Capital Management L.P.	3.65K	Jun 30, 26	-206	0.00%
Clark Capital Management Group, Inc.	3.62K	Jun 30, 26	-1.88K	0.00%
Toroso Investments, LLC	3.61K	Jun 30, 26	+3.61K	0.00%
DAVENPORT & Co LLC	3.54K	Jun 30, 26	--	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	3.54K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	3.51K	Jun 30, 26	+3.51K	0.00%
Roundview Capital LLC	3.51K	Jun 30, 26	+3.51K	0.00%
BARR E S & CO	3.50K	Jun 30, 26	--	0.00%
XML Financial, LLC	3.30K	Jun 30, 26	--	0.00%
Cyndeo Wealth Partners, LLC	3.17K	Jun 30, 26	--	0.00%
Arrow Investment Advisors, LLC	3.16K	Jun 30, 26	-46	0.00%
NOVARE CAPITAL MANAGEMENT LLC	3.14K	Jun 30, 26	--	0.00%
State of Wyoming	3.12K	Jun 30, 26	+3.12K	0.00%
Foster Victor Wealth Advisors, LLC	3.09K	Jun 30, 26	+3.09K	0.00%
STEPHENS INC /AR/	3.02K	Jun 30, 26	+3.02K	0.00%
HOURGLASS CAPITAL, LLC	3.00K	Jun 30, 26	+3.00K	0.00%
Fruth Investment Management	3.00K	Jun 30, 26	+3.00K	0.00%
Quantum Private Wealth, LLC	2.98K	Jun 30, 26	+2.98K	0.00%
AMERICAN NATIONAL BANK	2.96K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	2.93K	Jun 30, 26	+222	0.00%
Integrated Wealth Concepts LLC	2.82K	Jun 30, 26	+2.82K	0.00%
HARBOUR INVESTMENTS, INC.	2.78K	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	2.67K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.20K	Jun 30, 26	+1.00K	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	2.00K	Jun 30, 26	--	0.00%
Chung Wu Investment Group, LLC	1.80K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	1.42K	Jun 30, 26	+4	0.00%
Front Row Advisors LLC	1.35K	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	1.20K	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	1.20K	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	1.20K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.10K	Jun 30, 26	-640	0.00%
Quent Capital, LLC	1.07K	Jun 30, 26	--	0.00%
Key FInancial Inc	1.04K	Jun 30, 26	+14	0.00%
EverSource Wealth Advisors, LLC	1.03K	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	838	Jun 30, 26	-125	0.00%
Harbor Asset Planning, Inc.	762	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	730	Jun 30, 26	-50.00K	0.00%
Parallel Advisors, LLC	710	Jun 30, 26	+9	0.00%
PRIVATE TRUST CO NA	650	Jun 30, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	626	Jun 30, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	602	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	575	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	560	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	500	Jun 30, 26	--	0.00%
CNB Bank	500	Jun 30, 26	--	0.00%
Avalon Trust Co	500	Jun 30, 26	--	0.00%
Triumph Capital Management	500	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	406	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	400	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	330	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	328	Jun 30, 26	-350	0.00%
Geneos Wealth Management Inc.	288	Jun 30, 26	+43	0.00%
CALDWELL SUTTER CAPITAL, INC.	281	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	257	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	248	Jun 30, 26	-29	0.00%
ARMSTRONG ADVISORY GROUP, INC	218	Jun 30, 26	--	0.00%
ASSETMARK, INC	190	Jun 30, 26	--	0.00%
Rosenberg Matthew Hamilton	188	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	181	Jun 30, 26	--	0.00%
Coastline Trust Co	180	Jun 30, 26	--	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	146	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	143	Jun 30, 26	--	0.00%
ABOUND FINANCIAL, LLC	120	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	114	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	107	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	100	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	93	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	80	Jun 30, 26	--	0.00%
Hilltop National Bank	80	Jun 30, 26	--	0.00%
CVA Family Office, LLC	79	Jun 30, 26	--	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	76	Jun 30, 26	--	0.00%
Strategic Advocates LLC	56	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	50	Jun 30, 26	-7	0.00%
GABLES CAPITAL MANAGEMENT INC.	40	Jun 30, 26	--	0.00%
SWAN Capital LLC	37	Jun 30, 26	--	0.00%
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	22	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	1	Jun 30, 26	+1	0.00%
MATHER GROUP, LLC.	1	Jun 30, 26	+1	0.00%
HENNESSY ADVISORS INC	--	Jun 30, 26	-140.20K	--
BASSO CAPITAL MANAGEMENT, L.P.	--	Jun 30, 26	-5.68K	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.83K	--
Independence Bank of Kentucky	--	Jun 30, 26	-1.02K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-3.50K	--
Virtus ETF Advisers LLC	--	Jun 30, 26	-4.38K	--
RESOURCES MANAGEMENT CORP /CT/ /ADV	--	Jun 30, 26	-1.78K	--
WOLFF WIESE MAGANA LLC	--	Jun 30, 26	-224	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-63	--
Rossby Financial, LCC	--	Jun 30, 26	-200	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-67.27K	--
PARTNERS WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-3.70K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.12K	--
Ancora Advisors, LLC	--	Jun 30, 26	-796	--
GSA CAPITAL PARTNERS LLP	--	Jun 30, 26	-8.53K	--
Root Financial Partners, LLC	--	Jun 30, 26	-625	--
Signal Advisors Wealth, LLC	--	Jun 30, 26	-3.56K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-6.56K	--
Merit Financial Group, LLC	--	Jun 30, 26	-3.98K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-188	--
BANK OF AMERICA CORP /DE/	204.61K	Mar 31, 26	+49.59K	0.15%
Beacon Pointe Advisors, LLC	138.52K	Mar 31, 26	+138.52K	0.10%
Corigliano Investment Advisers, LLC	77.40K	Mar 31, 26	+77.40K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	69.60K	Mar 31, 26	-44.99K	0.05%
Kingsview Wealth Management, LLC	17.07K	Mar 31, 26	+7.35K	0.01%
U.S. Capital Wealth Advisors, LLC	8.40K	Mar 31, 26	-1.66K	0.01%
JOURNEY STRATEGIC WEALTH LLC	6.26K	Mar 31, 26	-3.50K	0.00%
Jaffetilchin Investment Partners, LLC	5.62K	Mar 31, 26	+384	0.00%
Anchor Investment Management, LLC	3.00K	Mar 31, 26	--	0.00%
Caitlin John, LLC	2.21K	Mar 31, 26	-196	0.00%
Sunbelt Securities, Inc.	1.33K	Mar 31, 26	+1.10K	0.00%
Parkside Financial Bank & Trust	1.31K	Mar 31, 26	-2	0.00%
CWM, LLC	410	Mar 31, 26	-45	0.00%
DV Trading LLC	--	Mar 31, 26	-5	--
CIBC Private Wealth Group, LLC	142.13K	Dec 31, 25	+80	0.10%
GPS Wealth Strategies Group, LLC	275	Dec 31, 25	-410	0.00%
Stephens Consulting, LLC	100	Dec 31, 25	--	0.00%
Glenmede Investment Management, LP	39.09K	Sep 30, 25	+288	0.03%
WOLVERINE TRADING, LLC	10.52K	Sep 30, 25	+4.54K	0.01%
L.M. KOHN & COMPANY	5.40K	Sep 30, 25	--	0.00%
PINNACLE FINANCIAL PARTNERS INC	4.00K	Sep 30, 25	+4.00K	0.00%
Pineridge Advisors LLC	176	Sep 30, 25	+3	0.00%
NBW CAPITAL LLC	76.01K	Jun 30, 25	+1.43K	0.06%
Congress Wealth Management LLC / DE /	19.52K	Jun 30, 25	-96	0.01%
AVANTAX ADVISORY SERVICES, INC.	12.72K	Jun 30, 25	-191	0.01%
Good Life Advisors, LLC	8.15K	Jun 30, 25	+164	0.01%
First Horizon Advisors, Inc.	57	Jun 30, 25	-225	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-4.46K	--
Delta Financial Group, Inc.	9.09K	Mar 31, 25	+9.09K	0.01%
Sheaff Brock Investment Advisors, LLC	4.38K	Mar 31, 25	+4.38K	0.00%
Sandy Spring Bank	11	Mar 31, 25	--	0.00%
Raymond James Financial Services Advisors, Inc.	271.83K	Sep 30, 24	-5.00K	0.20%
RAYMOND JAMES & ASSOCIATES	74.70K	Sep 30, 24	-4.42K	0.05%
SpiderRock Advisors, LLC	27.82K	Sep 30, 24	--	0.02%
RAYMOND JAMES TRUST N.A.	4.72K	Sep 30, 24	--	0.00%
Naples Money Management LLC	280	Sep 30, 24	--	0.00%
Gateway Advisory, LLC	--	Sep 30, 24	-21.61K	--
BlackRock Inc.	16.65K	Jun 30, 24	+16.65K	0.01%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	13.54K	Jun 30, 24	+13.54K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	7.74K	Jun 30, 24	+490	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-500	--
Tortoise Index Solutions, LLC	57.53K	Mar 31, 24	-15.81K	0.04%
Cetera Advisor Networks LLC	12.54K	Mar 31, 24	+2.88K	0.01%
Cetera Advisors LLC	7.75K	Mar 31, 24	+4.06K	0.01%
InterOcean Capital Group, LLC	3.63K	Mar 31, 24	+3.63K	0.00%
Bridgecreek Investment Management, LLC	236.75K	Dec 31, 23	-11.00K	0.17%
FOCUS FINANCIAL NETWORK INC /ADV	15.11K	Dec 31, 23	+15.11K	0.01%
Baystate Wealth Management LLC	500	Dec 31, 23	+500	0.00%
Bartlett & Co. LLC	330	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	18.01K	Sep 30, 23	--	0.01%
Kore Private Wealth LLC	10.52K	Sep 30, 22	--	0.01%
Salient Capital Advisors, LLC	6.02K	Sep 30, 22	+6.02K	0.00%
American Portfolios Advisors	4.60K	Sep 30, 22	-209	0.00%
Covington Capital Management	450	Sep 30, 22	--	0.00%
FourThought Financial, LLC	186	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	2	Sep 30, 22	+2	0.00%
ALPHASIMPLEX GROUP, LLC	--	Sep 30, 22	-5.89K	--
Pinnacle Private Wealth, LLC	42.03K	Jun 30, 22	-450	0.03%
Meristem Family Wealth, LLC	6.99K	Mar 31, 22	--	0.01%
NEXT Financial Group, Inc	928	Dec 31, 21	+471	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	6.03K	Sep 30, 21	-686	0.00%
Sonora Investment Management, LLC	629	Sep 30, 21	--	0.00%
Winslow, Evans & Crocker, Inc.	7.60K	Dec 31, 20	--	0.01%
Reby Advisors, LLC	100	Dec 31, 20	+100	0.00%
LifePlan Financial Group, Inc	1.25K	Sep 30, 20	+13	0.00%
Squar Milner Financial Services LLC	405	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	37.63K	Dec 31, 19	+6.19K	0.03%
Highstreet Asset Management Inc.	10.27K	Dec 31, 19	+10.27K	0.01%
Advisor Group, Inc.	8.87K	Dec 31, 19	-747	0.01%
BB&T SECURITIES, LLC	11.75K	Sep 30, 19	+800	0.01%
SUNTRUST BANKS INC	7.57K	Sep 30, 19	--	0.01%
OppenheimerFunds, Inc.	15.63M	Mar 31, 19	+463.58K	11.43%
Horizon Kinetics LLC	11.74K	Dec 31, 18	-7.18K	0.01%
Financial Gravity Companies, Inc.	--	Dec 31, 18	--	--
Zions Bancorporation	2.30K	Sep 30, 18	-735	0.00%
PEAK6 Group LLC	5.17K	Jun 30, 18	-107.17K	0.00%
BB&T INVESTMENT SERVICES, INC.	3.28K	Dec 31, 17	--	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-10.00K	--
SPOT TRADING L.L.C.	4.25K	Sep 30, 17	+4.25K	0.00%
Virtu KCG Holdings LLC	16.62K	Jun 30, 17	+16.62K	0.01%
Commonwealth Equity Services, Inc	12.40K	Jun 30, 17	-2.51K	0.01%
WFG Advisors, LP	200	Jun 30, 17	--	0.00%
Spot Trading L.L.C	24.39K	Mar 31, 17	+19.96K	0.02%
MSI Financial Services Inc	3.98K	Dec 31, 16	+1.51K	0.00%
BLACKROCK ADVISORS LLC	--	Dec 31, 16	-53.26K	--
ADVISOR CONSULTANT NETWORK INC	9.89K	Sep 30, 16	+9.89K	0.01%
Belmont Global Advisors, Inc.	7.50K	Sep 30, 16	+7.50K	0.01%
SOCIETE GENERALE	70.34K	Jun 30, 16	+70.34K	0.05%
BURNHAM ASSET MANAGEMENT CORP /NY/	48.36K	Jun 30, 16	+8.71K	0.04%
Lebenthal Holdings,LLC	8.03K	Jun 30, 16	-13.66K	0.01%
Cloud Gate Capital, LLC	26.78K	Dec 31, 15	+26.78K	0.02%
GREEN ARROW CAPITAL MANAGEMENT LLC	--	Sep 30, 15	-22.43K	--
Small Cap Value Fund, Inc.	10.67K	Jun 30, 15	+10.67K	0.01%
BOSTON PRIVATE BANK & TRUST CO	475	Mar 31, 15	--	0.00%
BAIRD ROBERT W & CO INC /WI/	--	Mar 31, 15	-6.62K	--

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Market Movers

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Holder

Date

Change

% Held

ALPS ADVISORS INC

24.44M

Jun 30, 26

-235.91K

17.87%

Invesco Ltd.

8.85M

Jun 30, 26

-8.77K

6.47%

GOLDMAN SACHS GROUP INC

5.74M

Jun 30, 26

+213.87K

4.20%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

3.01M

Jun 30, 26

-215.29K

2.20%

FMR LLC

2.59M

Jun 30, 26

-1.05M

1.89%

MORGAN STANLEY

2.56M

Jun 30, 26

+1.45M

1.87%

Energy Income Partners, LLC

1.77M

Jun 30, 26

-132.47K

1.29%

JPMORGAN CHASE & CO

1.63M

Jun 30, 26

+129.58K

1.19%

Recurrent Investment Advisors LLC

1.15M

Jun 30, 26

+121.56K

0.84%

UBS Group AG

1.06M

Jun 30, 26

+99.72K

0.77%

INFRASTRUCTURE CAPITAL ADVISORS, LLC

995.79K

Jun 30, 26

+22.86K

0.73%

MILLER HOWARD INVESTMENTS INC /NY

974.11K

Jun 30, 26

+157.88K

0.71%

Blackstone Inc.

854.60K

Jun 30, 26

-39.76K

0.62%

TORTOISE CAPITAL ADVISORS, L.L.C.

778.97K

Jun 30, 26

-36.52K

0.57%

BARCLAYS PLC

692.09K

Jun 30, 26

-102.50K

0.51%

Fractal Investments LLC

682.00K

Jun 30, 26

+65.46K

0.50%

BOWEN HANES & CO INC

600.00K

Jun 30, 26

0.44%

Neuberger Berman Group LLC

579.38K

Jun 30, 26

+2.94K

0.42%

Adams Asset Advisors, LLC

565.82K

Jun 30, 26

0.41%

RAYMOND JAMES FINANCIAL INC

377.49K

Jun 30, 26

-6.37K

0.28%

Allianz Asset Management GmbH

369.07K

Jun 30, 26

+40.76K

0.27%

ING GROEP NV

267.00K

Jun 30, 26

+103.00K

0.20%

BANK OF AMERICA CORP /DE/

237.70K

Jun 30, 26

+33.09K

0.17%

COOPERMAN LEON G

225.99K

Jun 30, 26

-1.39M

0.17%

ROYAL BANK OF CANADA

205.52K

Jun 30, 26

+15.04K

0.15%

WELLS FARGO & COMPANY/MN

204.74K

Jun 30, 26

-18.52K

0.15%

CHICKASAW CAPITAL MANAGEMENT LLC

192.47K

Jun 30, 26

-10.63K

0.14%

CITIGROUP INC

187.16K

Jun 30, 26

-51.41K

0.14%

HRT FINANCIAL LP

182.41K

Jun 30, 26

+110.46K

0.13%

LPL Financial LLC

175.49K

Jun 30, 26

-1.72K

0.13%

Kercheville Advisors, LLC

159.09K

Jun 30, 26

+5.00K

0.12%

Sanctuary Advisors, LLC

155.10K

Jun 30, 26

+388

0.11%

BNP PARIBAS ARBITRAGE, SNC

154.87K

Jun 30, 26

+39.14K

0.11%

TCG Advisory Services, LLC

145.38K

Jun 30, 26

+1.01K

0.11%

Texas Yale Capital Corp.

134.90K

Jun 30, 26

+1.75K

0.10%

Waverly Advisors, LLC

133.45K

Jun 30, 26

+1.39K

0.10%

EXCHANGE TRADED CONCEPTS, LLC

106.28K

Jun 30, 26

-14.32K

0.08%

Susquehanna Portfolio Strategies, LLC

91.59K

Jun 30, 26

+2.96K

0.07%

THOROUGHBRED FINANCIAL SERVICES, LLC

86.00K

Jun 30, 26

+86.00K

0.06%

ENVESTNET ASSET MANAGEMENT INC

82.91K

Jun 30, 26

+9.24K

0.06%

Summit Financial, LLC

76.53K

Jun 30, 26

-5.00K

0.06%

Waldron Private Wealth LLC

71.00K

Jun 30, 26

0.05%

ADVISOR GROUP HOLDINGS, INC.

62.59K

Jun 30, 26

+2.22K

0.05%

Cetera Investment Advisers

62.11K

Jun 30, 26

-448

0.05%

J.W. COLE ADVISORS, INC.

59.13K

Jun 30, 26

-1.36K

0.04%

Advisors Asset Management, Inc.

58.38K

Jun 30, 26

+2.30K

0.04%

KAYNE ANDERSON CAPITAL ADVISORS LP

57.40K

Jun 30, 26

+57.40K

0.04%

Annis Gardner Whiting Capital Advisors, LLC

56.80K

Jun 30, 26

0.04%

Mariner, LLC

52.64K

Jun 30, 26

+846

0.04%

Cartesian Growth Corp

51.25K

Jun 30, 26

+51.25K

0.04%

Gilman Hill Asset Management, LLC

50.35K

Jun 30, 26

+1.79K

0.04%

TORONTO DOMINION BANK

49.80K

Jun 30, 26

+49.80K

0.04%

Kestra Advisory Services, LLC

49.07K

Jun 30, 26

-13.29K

0.04%

Cresset Asset Management, LLC

47.42K

Jun 30, 26

+276

0.03%

CAPTRUST FINANCIAL ADVISORS

45.34K

Jun 30, 26

+984

0.03%

Sovereign Investment Advisors, LLC

43.52K

Jun 30, 26

0.03%

Crescent Grove Advisors, LLC

41.88K

Jun 30, 26

+15.02K

0.03%

Barnett & Company, Inc.

37.88K

Jun 30, 26

-1.70K

0.03%

FIRST TRUST ADVISORS LP

37.19K

Jun 30, 26

-3.31K

0.03%

PARK CIRCLE Co

36.35K

Jun 30, 26

0.03%

Linscomb & Williams, Inc.

35.06K

Jun 30, 26

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

32.10K

Jun 30, 26

+446

0.02%

NewEdge Advisors, LLC

31.30K

Jun 30, 26

+20.32K

0.02%

WESTWOOD HOLDINGS GROUP INC

30.50K

Jun 30, 26

-3.84K

0.02%

STIFEL FINANCIAL CORP

29.67K

Jun 30, 26

-983

0.02%

Rockefeller Capital Management L.P.

28.86K

Jun 30, 26

-114

0.02%

GLENMEDE TRUST CO NA

28.68K

Jun 30, 26

-6.32K

0.02%

TRUIST FINANCIAL CORP

28.63K

Jun 30, 26

+127

0.02%

MML INVESTORS SERVICES, LLC

27.89K

Jun 30, 26

+19.66K

0.02%

Zurich Insurance Group Ltd/FI

27.20K

Jun 30, 26

0.02%

Empirical Asset Management, LLC

27.08K

Jun 30, 26

-936

0.02%

HighTower Advisors, LLC

26.91K

Jun 30, 26

+5.89K

0.02%

ELCO Management Co., LLC

26.59K

Jun 30, 26

-507

0.02%

Cambridge Investment Research Advisors, Inc.

25.88K

Jun 30, 26

-361

0.02%

VAN ECK ASSOCIATES CORP

25.71K

Jun 30, 26

-27.52K

0.02%

AMERIPRISE FINANCIAL INC

25.20K

Jun 30, 26

-9.41K

0.02%

Bison Wealth, LLC

23.86K

Jun 30, 26

+20.61K

0.02%

DIVIDEND ASSETS CAPITAL, LLC

23.10K

Jun 30, 26

+1.69K

0.02%

Apollon Wealth Management, LLC

22.14K

Jun 30, 26

-93

0.02%

Private Advisor Group, LLC

22.11K

Jun 30, 26

+950

0.02%

Colony Group, LLC

22.02K

Jun 30, 26

+5.21K

0.02%

CITADEL ADVISORS LLC

21.63K

Jun 30, 26

+21.63K

0.02%

CASCADE INVESTMENT GROUP, INC.

21.58K

Jun 30, 26

-300

0.02%

IHT Wealth Management, LLC

20.27K

Jun 30, 26

+9.09K

0.01%

AMERICAN FINANCIAL GROUP INC

20.00K

Jun 30, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.03K

Jun 30, 26

+4.98K

0.01%

Virtu Financial LLC

18.97K

Jun 30, 26

+18.97K

0.01%

US BANCORP \DE\

18.88K

Jun 30, 26

0.01%

BlackRock, Inc.

17.14K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

16.59K

Jun 30, 26

-281

0.01%

CARY STREET PARTNERS FINANCIAL LLC

16.57K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

16.13K

Jun 30, 26

+16.13K

0.01%

Jump Financial, LLC

15.90K

Jun 30, 26

+15.90K

0.01%

Creative Planning

15.27K

Jun 30, 26

-21.06K

0.01%

Quad-Cities Investment Group, LLC

15.23K

Jun 30, 26

+1.03K

0.01%

MCDONALD PARTNERS LLC

15.10K

Jun 30, 26

0.01%

MGO ONE SEVEN LLC

15.07K

Jun 30, 26

+404

0.01%

Baird Financial Group, Inc.

15.04K

Jun 30, 26

-25

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.97K

Jun 30, 26

-54.64K

0.01%

CASTLEARK MANAGEMENT LLC

14.45K

Jun 30, 26

0.01%

Janney Montgomery Scott LLC

14.00K

Jun 30, 26

+1.54K

0.01%

Austin Wealth Management, LLC

13.93K

Jun 30, 26

+13.93K

0.01%

IFG Advisory, LLC

13.85K

Jun 30, 26

+5.69K

0.01%

Caprock Group, LLC

13.00K

Jun 30, 26

-275

0.01%

Sigma Planning Corp

12.23K

Jun 30, 26

-660

0.01%

BOKF, NA

12.18K

Jun 30, 26

0.01%

Pallas Capital Advisors LLC

12.12K

Jun 30, 26

+12.12K

0.01%

M&T BANK CORP

12.01K

Jun 30, 26

-1.09K

0.01%

M.E. ALLISON & CO., INC.

11.74K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

11.54K

Jun 30, 26

+5.35K

0.01%

Quantinno Capital Management LP

11.41K

Jun 30, 26

+1.92K

0.01%

Larson Financial Group LLC

11.18K

Jun 30, 26

+267

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

10.98K

Jun 30, 26

-93

0.01%

JONES FINANCIAL COMPANIES LLLP

10.72K

Jun 30, 26

+810

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

10.60K

Jun 30, 26

-6.30K

0.01%

Oxbow Advisors, LLC

10.60K

Jun 30, 26

-480

0.01%

Moors & Cabot, Inc.

10.30K

Jun 30, 26

-1.27K

0.01%

Tradition Wealth Management, LLC

10.07K

Jun 30, 26

+52

0.01%

BALDWIN BROTHERS LLC/MA

9.86K

Jun 30, 26

0.01%

GWN SECURITIES INC.

9.82K

Jun 30, 26

+9.82K

0.01%

Cerity Partners LLC

9.69K

Jun 30, 26

+3.98K

0.01%

Stratos Wealth Partners, LTD.

9.47K

Jun 30, 26

+63

0.01%

B. Riley Wealth Advisors, Inc.

9.44K

Jun 30, 26

-278

0.01%

BROWN ADVISORY INC

9.20K

Jun 30, 26

-680

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

9.10K

Jun 30, 26

+1.26K

0.01%

DAVIDSON TRUST CO

9.00K

Jun 30, 26

0.01%

Cypress Capital Group

8.62K

Jun 30, 26

0.01%

PSI Advisors, LLC

8.54K

Jun 30, 26

-266

0.01%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

8.50K

Jun 30, 26

0.01%

Midwest Trust Co

8.48K

Jun 30, 26

0.01%

SG Americas Securities, LLC

8.45K

Jun 30, 26

+8.45K

0.01%

SFMG, LLC

8.30K

Jun 30, 26

0.01%

Cohen Capital Management, Inc.

8.21K

Jun 30, 26

0.01%

Bank of New York Mellon Corp

7.89K

Jun 30, 26

-2.14K

0.01%

UHLMANN PRICE SECURITIES, LLC

7.81K

Jun 30, 26

-55

0.01%

United Advisor Group, LLC

7.72K

Jun 30, 26

-370

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

7.62K

Jun 30, 26

-1.98K

0.01%

BENJAMIN EDWARDS INC

7.59K

Jun 30, 26

-306

0.01%

MAI Capital Management

7.58K

Jun 30, 26

+2.09K

0.01%

OPPENHEIMER & CO INC

7.57K

Jun 30, 26

+225

0.01%

Avidian Wealth Solutions, LLC

7.49K

Jun 30, 26

+574

0.01%

Baker Avenue Asset Management, LP

7.45K

Jun 30, 26

-763

0.01%

CI Private Wealth, LLC

7.27K

Jun 30, 26

+7.27K

0.01%

Ameritas Advisory Services, LLC

7.23K

Jun 30, 26

+7.23K

0.01%

CULLEN/FROST BANKERS, INC.

7.17K

Jun 30, 26

-25

0.01%

GREEN SQUARE CAPITAL ADVISORS LLC

7.04K

Jun 30, 26

0.01%

RMB Capital Management, LLC

6.99K

Jun 30, 26

0.01%

WealthPLAN Partners, LLC

6.88K

Jun 30, 26

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

6.80K

Jun 30, 26

0.00%

Concurrent Investment Advisors, LLC

6.47K

Jun 30, 26

+76

0.00%

Ulland Investment Advisors, LLC

6.45K

Jun 30, 26

+1.45K

0.00%

Avid Wealth Partners LLC

6.40K

Jun 30, 26

0.00%

WEDBUSH SECURITIES INC

6.11K

Jun 30, 26

+166

0.00%

MERCER GLOBAL ADVISORS INC /ADV

6.01K

Jun 30, 26

-1.13K

0.00%

Wealthcare Advisory Partners LLC

6.01K

Jun 30, 26

-3.10K

0.00%

Abel Hall, LLC

6.00K

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

6.00K

Jun 30, 26

0.00%

PFG Investments, LLC

5.95K

Jun 30, 26

+237

0.00%

DRW Securities, LLC

5.88K

Jun 30, 26

+5.88K

0.00%

Diversified Trust Co

5.83K

Jun 30, 26

0.00%

Pensionmark Financial Group, LLC

5.78K

Jun 30, 26

-3.82K

0.00%

Patriot Financial Group Insurance Agency, LLC

5.77K

Jun 30, 26

-5.69K

0.00%

Corps Capital Advisors, LLC

5.72K

Jun 30, 26

0.00%

CSS LLC/IL

5.65K

Jun 30, 26

-500

0.00%

Independent Advisor Alliance

5.64K

Jun 30, 26

-1.20K

0.00%

Arkadios Wealth Advisors

5.34K

Jun 30, 26

+124

0.00%

Carnegie Capital Asset Management, LLC

5.26K

Jun 30, 26

-1

0.00%

Genesee Capital Advisors, LLC

4.96K

Jun 30, 26

0.00%

Garrett Wealth Advisory Group, LLC

4.93K

Jun 30, 26

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

4.93K

Jun 30, 26

0.00%

Willis Investment Counsel

4.88K

Jun 30, 26

0.00%

Allworth Financial LP

4.87K

Jun 30, 26

-271

0.00%

Cornerstone Planning Group LLC

4.82K

Jun 30, 26

-51

0.00%

Crumly & Associates Inc.

4.71K

Jun 30, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

4.69K

Jun 30, 26

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

4.68K

Jun 30, 26

0.00%

Regal Investment Advisors LLC

4.61K

Jun 30, 26

-260

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

4.56K

Jun 30, 26

-2.45K

0.00%

Lee Financial Co

4.53K

Jun 30, 26

0.00%

CWA Asset Management Group, LLC

4.53K

Jun 30, 26

-390

0.00%

Mutual Advisors, LLC

4.42K

Jun 30, 26

-19

0.00%

Liberty Capital Management, Inc.

4.38K

Jun 30, 26

+4.38K

0.00%

Founders Financial Alliance, LLC

4.38K

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

4.31K

Jun 30, 26

+45

0.00%

Quadrant Private Wealth Management, LLC

4.26K

Jun 30, 26

0.00%

D.A. DAVIDSON & CO.

4.25K

Jun 30, 26

-100

0.00%

WHITENER CAPITAL MANAGEMENT, INC.

4.17K

Jun 30, 26

-135

0.00%

Ethos Financial Group, LLC

4.14K

Jun 30, 26

0.00%

Wealth Alliance

4.01K

Jun 30, 26

-1.49K

0.00%

CAPITAL ADVISORS INC/OK

3.93K

Jun 30, 26

0.00%

IMC-Chicago, LLC

3.91K

Jun 30, 26

-7.33K

0.00%

HighPoint Advisor Group LLC

3.90K

Jun 30, 26

0.00%

Atria Investments, Inc

3.87K

Jun 30, 26

+3.87K

0.00%

MONECO Advisors, LLC

3.81K

Jun 30, 26

+35

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

3.80K

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

3.77K

Jun 30, 26

+11

0.00%

Inscription Capital, LLC

3.74K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

3.74K

Jun 30, 26

0.00%

Lido Advisors, LLC

3.73K

Jun 30, 26

-2.38K

0.00%

Summit Wealth Partners, LLC

3.72K

Jun 30, 26

0.00%

NORTHERN TRUST CORP

3.71K

Jun 30, 26

0.00%

Tyche Wealth Partners LLC

3.71K

Jun 30, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.67K

Jun 30, 26

+3.67K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

3.66K

Jun 30, 26

+21

0.00%

Wealth Alliance Advisory Group, LLC

3.65K

Jun 30, 26

0.00%

First Trust Capital Management L.P.

3.65K

Jun 30, 26

-206

0.00%

Clark Capital Management Group, Inc.

3.62K

Jun 30, 26

-1.88K

0.00%

Toroso Investments, LLC

3.61K

Jun 30, 26

+3.61K

0.00%

DAVENPORT & Co LLC

3.54K

Jun 30, 26

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

3.54K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

3.51K

Jun 30, 26

+3.51K

0.00%

Roundview Capital LLC

3.51K

Jun 30, 26

+3.51K

0.00%

BARR E S & CO

3.50K

Jun 30, 26

0.00%

XML Financial, LLC

3.30K

Jun 30, 26

0.00%

Cyndeo Wealth Partners, LLC

3.17K

Jun 30, 26

0.00%

Arrow Investment Advisors, LLC

3.16K

Jun 30, 26

-46

0.00%

NOVARE CAPITAL MANAGEMENT LLC

3.14K

Jun 30, 26

0.00%

State of Wyoming

3.12K

Jun 30, 26

+3.12K

0.00%

Foster Victor Wealth Advisors, LLC

3.09K

Jun 30, 26

+3.09K

0.00%

STEPHENS INC /AR/

3.02K

Jun 30, 26

+3.02K

0.00%

HOURGLASS CAPITAL, LLC

3.00K

Jun 30, 26

+3.00K

0.00%

Fruth Investment Management

3.00K

Jun 30, 26

+3.00K

0.00%

Quantum Private Wealth, LLC

2.98K

Jun 30, 26

+2.98K

0.00%

AMERICAN NATIONAL BANK

2.96K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

2.93K

Jun 30, 26

+222

0.00%

Integrated Wealth Concepts LLC

2.82K

Jun 30, 26

+2.82K

0.00%

HARBOUR INVESTMENTS, INC.

2.78K

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

2.67K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

2.20K

Jun 30, 26

+1.00K

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

2.00K

Jun 30, 26

0.00%

Chung Wu Investment Group, LLC

1.80K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

1.42K

Jun 30, 26

0.00%

Front Row Advisors LLC

1.35K

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

1.20K

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

1.20K

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

1.20K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.10K

Jun 30, 26

-640

0.00%

Quent Capital, LLC

1.07K

Jun 30, 26

0.00%

Key FInancial Inc

1.04K

Jun 30, 26

+14

0.00%

EverSource Wealth Advisors, LLC

1.03K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

838

Jun 30, 26

-125

0.00%

Harbor Asset Planning, Inc.

762

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

730

Jun 30, 26

-50.00K

0.00%

Parallel Advisors, LLC

710

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

650

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

626

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

602

Jun 30, 26

0.00%

CoreCap Advisors, LLC

575

Jun 30, 26

0.00%

CENTRAL TRUST Co

560

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

500

Jun 30, 26

0.00%

CNB Bank

500

Jun 30, 26

0.00%

Avalon Trust Co

500

Jun 30, 26

0.00%

Triumph Capital Management

500

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

406

Jun 30, 26

0.00%

BESSEMER GROUP INC

400

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

330

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

328

Jun 30, 26

-350

0.00%

Geneos Wealth Management Inc.

288

Jun 30, 26

+43

0.00%

CALDWELL SUTTER CAPITAL, INC.

281

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

257

Jun 30, 26

0.00%

NBC SECURITIES, INC.

248

Jun 30, 26

-29

0.00%

ARMSTRONG ADVISORY GROUP, INC

218

Jun 30, 26

0.00%

ASSETMARK, INC

190

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

188

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

181

Jun 30, 26

0.00%

Coastline Trust Co

180

Jun 30, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

146

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

143

Jun 30, 26

0.00%

ABOUND FINANCIAL, LLC

120

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

114

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

107

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

100

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

0.00%

Hilltop National Bank

Jun 30, 26

0.00%

CVA Family Office, LLC

Jun 30, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Jun 30, 26

0.00%

Strategic Advocates LLC

Jun 30, 26

0.00%

FIRST HORIZON CORP

Jun 30, 26

-7

0.00%

GABLES CAPITAL MANAGEMENT INC.

Jun 30, 26

0.00%

SWAN Capital LLC

Jun 30, 26

0.00%

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

HENNESSY ADVISORS INC

Jun 30, 26

-140.20K

BASSO CAPITAL MANAGEMENT, L.P.

Jun 30, 26

-5.68K

Advisory Services Network, LLC

Jun 30, 26

-2.83K

Independence Bank of Kentucky

Jun 30, 26

-1.02K

Gateway Wealth Partners, LLC

Jun 30, 26

-3.50K

Virtus ETF Advisers LLC

Jun 30, 26

-4.38K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-1.78K

WOLFF WIESE MAGANA LLC

Jun 30, 26

-224

True Link Financial Advisors, LLC

Jun 30, 26

-63

Rossby Financial, LCC

Jun 30, 26

-200

JANE STREET GROUP, LLC

Jun 30, 26

-67.27K

PARTNERS WEALTH MANAGEMENT, LLC

Jun 30, 26

-3.70K

Western Wealth Management, LLC

Jun 30, 26

-2.12K

Ancora Advisors, LLC

Jun 30, 26

-796

GSA CAPITAL PARTNERS LLP

Jun 30, 26

-8.53K

Root Financial Partners, LLC

Jun 30, 26

-625

Signal Advisors Wealth, LLC

Jun 30, 26

-3.56K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-6.56K

Merit Financial Group, LLC

Jun 30, 26

-3.98K

Ronald Blue Trust, Inc.

Jun 30, 26

-188

BANK OF AMERICA CORP /DE/

204.61K

Mar 31, 26

+49.59K

0.15%

Beacon Pointe Advisors, LLC

138.52K

Mar 31, 26

+138.52K

0.10%

Corigliano Investment Advisers, LLC

77.40K

Mar 31, 26

+77.40K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

69.60K

Mar 31, 26

-44.99K

0.05%

Kingsview Wealth Management, LLC

17.07K

Mar 31, 26

+7.35K

0.01%

U.S. Capital Wealth Advisors, LLC

8.40K

Mar 31, 26

-1.66K

0.01%

JOURNEY STRATEGIC WEALTH LLC

6.26K

Mar 31, 26

-3.50K

0.00%

Jaffetilchin Investment Partners, LLC

5.62K

Mar 31, 26

+384

0.00%

Anchor Investment Management, LLC

3.00K

Mar 31, 26

0.00%

Caitlin John, LLC

2.21K

Mar 31, 26

-196

0.00%

Sunbelt Securities, Inc.

1.33K

Mar 31, 26

+1.10K

0.00%

Parkside Financial Bank & Trust

1.31K

Mar 31, 26

-2

0.00%

CWM, LLC

410

Mar 31, 26

-45

0.00%

DV Trading LLC

Mar 31, 26

-5

CIBC Private Wealth Group, LLC

142.13K

Dec 31, 25

+80

0.10%

GPS Wealth Strategies Group, LLC

275

Dec 31, 25

-410

0.00%

Stephens Consulting, LLC

100

Dec 31, 25

0.00%

Glenmede Investment Management, LP

39.09K

Sep 30, 25

+288

0.03%

WOLVERINE TRADING, LLC

10.52K

Sep 30, 25

+4.54K

0.01%

L.M. KOHN & COMPANY

5.40K

Sep 30, 25

0.00%

PINNACLE FINANCIAL PARTNERS INC

4.00K

Sep 30, 25

+4.00K

0.00%

Pineridge Advisors LLC

176

Sep 30, 25

0.00%

NBW CAPITAL LLC

76.01K

Jun 30, 25

+1.43K

0.06%

Congress Wealth Management LLC / DE /

19.52K

Jun 30, 25

-96

0.01%

AVANTAX ADVISORY SERVICES, INC.

12.72K

Jun 30, 25

-191

0.01%

Good Life Advisors, LLC

8.15K

Jun 30, 25

+164

0.01%

First Horizon Advisors, Inc.

Jun 30, 25

-225

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-4.46K

Delta Financial Group, Inc.

9.09K

Mar 31, 25

+9.09K

0.01%

Sheaff Brock Investment Advisors, LLC

4.38K

Mar 31, 25

+4.38K

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Raymond James Financial Services Advisors, Inc.

271.83K

Sep 30, 24

-5.00K

0.20%

RAYMOND JAMES & ASSOCIATES

74.70K

Sep 30, 24

-4.42K

0.05%

SpiderRock Advisors, LLC

27.82K

Sep 30, 24

0.02%

RAYMOND JAMES TRUST N.A.

4.72K

Sep 30, 24

0.00%

Naples Money Management LLC

280

Sep 30, 24

0.00%

Gateway Advisory, LLC

Sep 30, 24

-21.61K

BlackRock Inc.

16.65K

Jun 30, 24

+16.65K

0.01%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

13.54K

Jun 30, 24

+13.54K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

7.74K

Jun 30, 24

+490

0.01%

ICA Group Wealth Management, LLC

Jun 30, 24

-500

Tortoise Index Solutions, LLC

57.53K

Mar 31, 24

-15.81K

0.04%

Cetera Advisor Networks LLC

12.54K

Mar 31, 24

+2.88K

0.01%

Cetera Advisors LLC

7.75K

Mar 31, 24

+4.06K

0.01%

InterOcean Capital Group, LLC

3.63K

Mar 31, 24

+3.63K

0.00%

Bridgecreek Investment Management, LLC

236.75K

Dec 31, 23

-11.00K

0.17%

FOCUS FINANCIAL NETWORK INC /ADV

15.11K

Dec 31, 23

+15.11K

0.01%

Baystate Wealth Management LLC

500

Dec 31, 23

+500

0.00%

Bartlett & Co. LLC

330

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

18.01K

Sep 30, 23

0.01%

Kore Private Wealth LLC

10.52K

Sep 30, 22

0.01%

Salient Capital Advisors, LLC

6.02K

Sep 30, 22

+6.02K

0.00%

American Portfolios Advisors

4.60K

Sep 30, 22

-209

0.00%

Covington Capital Management

450

Sep 30, 22

0.00%

FourThought Financial, LLC

186

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

0.00%

ALPHASIMPLEX GROUP, LLC

Sep 30, 22

-5.89K

Pinnacle Private Wealth, LLC

42.03K

Jun 30, 22

-450

0.03%

Meristem Family Wealth, LLC

6.99K

Mar 31, 22

0.01%

NEXT Financial Group, Inc

928

Dec 31, 21

+471

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

6.03K

Sep 30, 21

-686

0.00%

Sonora Investment Management, LLC

629

Sep 30, 21

0.00%

Winslow, Evans & Crocker, Inc.

7.60K

Dec 31, 20

0.01%

Reby Advisors, LLC

100

Dec 31, 20

+100

0.00%

LifePlan Financial Group, Inc

1.25K

Sep 30, 20

+13

0.00%

Squar Milner Financial Services LLC

405

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

37.63K

Dec 31, 19

+6.19K

0.03%

Highstreet Asset Management Inc.

10.27K

Dec 31, 19

+10.27K

0.01%

Advisor Group, Inc.

8.87K

Dec 31, 19

-747

0.01%

BB&T SECURITIES, LLC

11.75K

Sep 30, 19

+800

0.01%

SUNTRUST BANKS INC

7.57K

Sep 30, 19

0.01%

OppenheimerFunds, Inc.

15.63M

Mar 31, 19

+463.58K

11.43%

Horizon Kinetics LLC

11.74K

Dec 31, 18

-7.18K

0.01%

Financial Gravity Companies, Inc.

Dec 31, 18

Zions Bancorporation

2.30K

Sep 30, 18

-735

0.00%

PEAK6 Group LLC

5.17K

Jun 30, 18

-107.17K

0.00%

BB&T INVESTMENT SERVICES, INC.

3.28K

Dec 31, 17

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-10.00K

SPOT TRADING L.L.C.

4.25K

Sep 30, 17

+4.25K

0.00%

Virtu KCG Holdings LLC

16.62K

Jun 30, 17

+16.62K

0.01%

Commonwealth Equity Services, Inc

12.40K

Jun 30, 17

-2.51K

0.01%

WFG Advisors, LP

200

Jun 30, 17

0.00%

Spot Trading L.L.C

24.39K

Mar 31, 17

+19.96K

0.02%

MSI Financial Services Inc

3.98K

Dec 31, 16

+1.51K

0.00%

BLACKROCK ADVISORS LLC

Dec 31, 16

-53.26K

ADVISOR CONSULTANT NETWORK INC

9.89K

Sep 30, 16

+9.89K

0.01%

Belmont Global Advisors, Inc.

7.50K

Sep 30, 16

+7.50K

0.01%

SOCIETE GENERALE

70.34K

Jun 30, 16

+70.34K

0.05%

BURNHAM ASSET MANAGEMENT CORP /NY/

48.36K

Jun 30, 16

+8.71K

0.04%

Lebenthal Holdings,LLC

8.03K

Jun 30, 16

-13.66K

0.01%

Cloud Gate Capital, LLC

26.78K

Dec 31, 15

+26.78K

0.02%

GREEN ARROW CAPITAL MANAGEMENT LLC

Sep 30, 15

-22.43K

Small Cap Value Fund, Inc.

10.67K

Jun 30, 15

+10.67K

0.01%

BOSTON PRIVATE BANK & TRUST CO

475

Mar 31, 15

0.00%

BAIRD ROBERT W & CO INC /WI/

Mar 31, 15

-6.62K