Sunoco LP(SUN)

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Sunoco LP(SUN)

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$67.98—

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SUN(SUN)

SUN

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Institutional Ownership

Top 382 Institutional Holders

Holder	Shares	Date	Change	% Held
ALPS ADVISORS INC	24.67M	Mar 31, 26	-184.87K	18.05%
Invesco Ltd.	8.86M	Mar 31, 26	+10.71K	6.48%
GOLDMAN SACHS GROUP INC	5.53M	Mar 31, 26	-333.05K	4.05%
FMR LLC	3.64M	Mar 31, 26	+1.79M	2.66%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	3.23M	Mar 31, 26	+145.30K	2.36%
Energy Income Partners, LLC	1.90M	Mar 31, 26	-54.64K	1.39%
COOPERMAN LEON G	1.62M	Mar 31, 26	--	1.19%
JPMORGAN CHASE & CO	1.50M	Mar 31, 26	-121.59K	1.10%
MORGAN STANLEY	1.11M	Mar 31, 26	-527.59K	0.81%
Recurrent Investment Advisors LLC	1.03M	Mar 31, 26	+349.25K	0.75%
INFRASTRUCTURE CAPITAL ADVISORS, LLC	972.93K	Mar 31, 26	+247.57K	0.71%
UBS Group AG	959.73K	Mar 31, 26	-7.15K	0.70%
Blackstone Inc.	894.36K	Mar 31, 26	-1.54M	0.65%
MILLER HOWARD INVESTMENTS INC /NY	816.23K	Mar 31, 26	+126.96K	0.60%
TORTOISE CAPITAL ADVISORS, L.L.C.	815.50K	Mar 31, 26	+14.83K	0.60%
BARCLAYS PLC	794.59K	Mar 31, 26	+212.45K	0.58%
Fractal Investments LLC	616.54K	Mar 31, 26	--	0.45%
BOWEN HANES & CO INC	600.00K	Mar 31, 26	--	0.44%
Neuberger Berman Group LLC	576.45K	Mar 31, 26	-11.68K	0.42%
Adams Asset Advisors, LLC	565.82K	Mar 31, 26	-5.72K	0.41%
RAYMOND JAMES FINANCIAL INC	383.85K	Mar 31, 26	+1.33K	0.28%
Allianz Asset Management GmbH	328.31K	Mar 31, 26	+210.51K	0.24%
CITIGROUP INC	238.57K	Mar 31, 26	+31.71K	0.17%
WELLS FARGO & COMPANY/MN	223.26K	Mar 31, 26	+21.90K	0.16%
BANK OF AMERICA CORP /DE/	204.61K	Mar 31, 26	+49.59K	0.15%
CHICKASAW CAPITAL MANAGEMENT LLC	203.09K	Mar 31, 26	-24.20K	0.15%
ROYAL BANK OF CANADA	190.47K	Mar 31, 26	+12.81K	0.14%
LPL Financial LLC	177.21K	Mar 31, 26	-1.91K	0.13%
ING GROEP NV	164.00K	Mar 31, 26	+164.00K	0.12%
Sanctuary Advisors, LLC	154.71K	Mar 31, 26	+25.40K	0.11%
Kercheville Advisors, LLC	154.09K	Mar 31, 26	+2	0.11%
TCG Advisory Services, LLC	144.37K	Mar 31, 26	-26.00K	0.11%
HENNESSY ADVISORS INC	140.20K	Mar 31, 26	-4.90K	0.10%
Beacon Pointe Advisors, LLC	138.52K	Mar 31, 26	+138.52K	0.10%
Texas Yale Capital Corp.	133.15K	Mar 31, 26	+2.45K	0.10%
Waverly Advisors, LLC	132.06K	Mar 31, 26	+6.61K	0.10%
EXCHANGE TRADED CONCEPTS, LLC	120.60K	Mar 31, 26	-6.08K	0.09%
BNP PARIBAS ARBITRAGE, SNC	115.73K	Mar 31, 26	+58.09K	0.08%
Susquehanna Portfolio Strategies, LLC	88.63K	Mar 31, 26	-11.74K	0.06%
Summit Financial, LLC	81.53K	Mar 31, 26	-11.68K	0.06%
Corigliano Investment Advisers, LLC	77.40K	Mar 31, 26	+77.40K	0.06%
ENVESTNET ASSET MANAGEMENT INC	73.67K	Mar 31, 26	+25.58K	0.05%
HRT FINANCIAL LP	71.95K	Mar 31, 26	+39.44K	0.05%
Waldron Private Wealth LLC	71.00K	Mar 31, 26	--	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	69.60K	Mar 31, 26	-44.99K	0.05%
JANE STREET GROUP, LLC	67.27K	Mar 31, 26	+67.27K	0.05%
Cetera Investment Advisers	62.56K	Mar 31, 26	+8.21K	0.05%
Kestra Advisory Services, LLC	62.36K	Mar 31, 26	+44.56K	0.05%
J.W. COLE ADVISORS, INC.	60.48K	Mar 31, 26	-843	0.04%
ADVISOR GROUP HOLDINGS, INC.	60.37K	Mar 31, 26	+12.63K	0.04%
Annis Gardner Whiting Capital Advisors, LLC	56.80K	Mar 31, 26	+56.00K	0.04%
Advisors Asset Management, Inc.	56.08K	Mar 31, 26	+1.75K	0.04%
VAN ECK ASSOCIATES CORP	53.22K	Mar 31, 26	+21.68K	0.04%
Mariner, LLC	51.79K	Mar 31, 26	+3.94K	0.04%
WHITTIER TRUST CO OF NEVADA INC	50.73K	Mar 31, 26	--	0.04%
Gilman Hill Asset Management, LLC	48.56K	Mar 31, 26	+9.88K	0.04%
Cresset Asset Management, LLC	47.14K	Mar 31, 26	+19.61K	0.03%
CAPTRUST FINANCIAL ADVISORS	44.36K	Mar 31, 26	+4.05K	0.03%
Sovereign Investment Advisors, LLC	43.52K	Mar 31, 26	+2.12K	0.03%
FIRST TRUST ADVISORS LP	40.50K	Mar 31, 26	-15.91K	0.03%
Barnett & Company, Inc.	39.58K	Mar 31, 26	--	0.03%
PARK CIRCLE Co	36.35K	Mar 31, 26	--	0.03%
Creative Planning	36.33K	Mar 31, 26	-1.93K	0.03%
Linscomb & Williams, Inc.	35.06K	Mar 31, 26	+20.32K	0.03%
GLENMEDE TRUST CO NA	35.00K	Mar 31, 26	-3.80K	0.03%
AMERIPRISE FINANCIAL INC	34.61K	Mar 31, 26	-6.72K	0.03%
WESTWOOD HOLDINGS GROUP INC	34.34K	Mar 31, 26	+34.34K	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	31.65K	Mar 31, 26	+2.13K	0.02%
STIFEL FINANCIAL CORP	30.65K	Mar 31, 26	+574	0.02%
Rockefeller Capital Management L.P.	28.97K	Mar 31, 26	+3.61K	0.02%
TRUIST FINANCIAL CORP	28.50K	Mar 31, 26	+4.88K	0.02%
Empirical Asset Management, LLC	28.02K	Mar 31, 26	-385	0.02%
Zurich Insurance Group Ltd/FI	27.20K	Mar 31, 26	--	0.02%
ELCO Management Co., LLC	27.09K	Mar 31, 26	-686	0.02%
Crescent Grove Advisors, LLC	26.87K	Mar 31, 26	+26.87K	0.02%
Cambridge Investment Research Advisors, Inc.	26.24K	Mar 31, 26	-1.23K	0.02%
Apollon Wealth Management, LLC	22.23K	Mar 31, 26	-3.21K	0.02%
CASCADE INVESTMENT GROUP, INC.	21.88K	Mar 31, 26	-900	0.02%
DIVIDEND ASSETS CAPITAL, LLC	21.41K	Mar 31, 26	+649	0.02%
Private Advisor Group, LLC	21.16K	Mar 31, 26	--	0.02%
HighTower Advisors, LLC	21.02K	Mar 31, 26	+453	0.02%
AMERICAN FINANCIAL GROUP INC	20.00K	Mar 31, 26	--	0.01%
US BANCORP \DE\	18.88K	Mar 31, 26	-100	0.01%
BlackRock, Inc.	17.14K	Mar 31, 26	+83	0.01%
Kingsview Wealth Management, LLC	17.07K	Mar 31, 26	+7.35K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	16.90K	Mar 31, 26	+549	0.01%
Focus Financial Network, Inc.	16.88K	Mar 31, 26	-1.92K	0.01%
Colony Group, LLC	16.81K	Mar 31, 26	-98	0.01%
CARY STREET PARTNERS FINANCIAL LLC	16.57K	Mar 31, 26	--	0.01%
MCDONALD PARTNERS LLC	15.10K	Mar 31, 26	-200	0.01%
Baird Financial Group, Inc.	15.07K	Mar 31, 26	-780	0.01%
MGO ONE SEVEN LLC	14.66K	Mar 31, 26	+331	0.01%
CASTLEARK MANAGEMENT LLC	14.45K	Mar 31, 26	--	0.01%
Quad-Cities Investment Group, LLC	14.20K	Mar 31, 26	+36	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.05K	Mar 31, 26	-25.79K	0.01%
Caprock Group, LLC	13.28K	Mar 31, 26	-1.15K	0.01%
M&T BANK CORP	13.11K	Mar 31, 26	--	0.01%
Sigma Planning Corp	12.89K	Mar 31, 26	-79	0.01%
Janney Montgomery Scott LLC	12.46K	Mar 31, 26	-538	0.01%
BOKF, NA	12.18K	Mar 31, 26	--	0.01%
M.E. ALLISON & CO., INC.	11.74K	Mar 31, 26	--	0.01%
Moors & Cabot, Inc.	11.57K	Mar 31, 26	-56	0.01%
Patriot Financial Group Insurance Agency, LLC	11.46K	Mar 31, 26	+5.77K	0.01%
IMC-Chicago, LLC	11.24K	Mar 31, 26	-34.58K	0.01%
IHT Wealth Management, LLC	11.18K	Mar 31, 26	+575	0.01%
Oxbow Advisors, LLC	11.07K	Mar 31, 26	+480	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11.07K	Mar 31, 26	-69	0.01%
NewEdge Advisors, LLC	10.99K	Mar 31, 26	+3.36K	0.01%
Larson Financial Group LLC	10.91K	Mar 31, 26	+8.70K	0.01%
Bank of New York Mellon Corp	10.03K	Mar 31, 26	+4.08K	0.01%
Tradition Wealth Management, LLC	10.02K	Mar 31, 26	+56	0.01%
JONES FINANCIAL COMPANIES LLLP	9.91K	Mar 31, 26	+1.44K	0.01%
BROWN ADVISORY INC	9.88K	Mar 31, 26	-1.09K	0.01%
BALDWIN BROTHERS LLC/MA	9.86K	Mar 31, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	9.72K	Mar 31, 26	+300	0.01%
Pensionmark Financial Group, LLC	9.60K	Mar 31, 26	+1.04K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	9.60K	Mar 31, 26	+1.41K	0.01%
Quantinno Capital Management LP	9.49K	Mar 31, 26	-1.17K	0.01%
Stratos Wealth Partners, LTD.	9.41K	Mar 31, 26	+223	0.01%
Wealthcare Advisory Partners LLC	9.10K	Mar 31, 26	-1.96K	0.01%
DAVIDSON TRUST CO	9.00K	Mar 31, 26	--	0.01%
PSI Advisors, LLC	8.80K	Mar 31, 26	-91	0.01%
Cypress Capital Group	8.62K	Mar 31, 26	--	0.01%
GSA CAPITAL PARTNERS LLP	8.53K	Mar 31, 26	+8.53K	0.01%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	8.50K	Mar 31, 26	--	0.01%
Midwest Trust Co	8.48K	Mar 31, 26	+887	0.01%
U.S. Capital Wealth Advisors, LLC	8.40K	Mar 31, 26	-1.66K	0.01%
SFMG, LLC	8.30K	Mar 31, 26	+100	0.01%
MML INVESTORS SERVICES, LLC	8.22K	Mar 31, 26	-2.24K	0.01%
Baker Avenue Asset Management, LP	8.21K	Mar 31, 26	-980	0.01%
Cohen Capital Management, Inc.	8.21K	Mar 31, 26	--	0.01%
IFG Advisory, LLC	8.16K	Mar 31, 26	+2.56K	0.01%
United Advisor Group, LLC	8.09K	Mar 31, 26	--	0.01%
BENJAMIN EDWARDS INC	7.89K	Mar 31, 26	+2	0.01%
UHLMANN PRICE SECURITIES, LLC	7.87K	Mar 31, 26	-155	0.01%
OPPENHEIMER ASSET MANAGEMENT INC.	7.84K	Mar 31, 26	+1.41K	0.01%
OPPENHEIMER & CO INC	7.35K	Mar 31, 26	-50	0.01%
CULLEN/FROST BANKERS, INC.	7.20K	Mar 31, 26	+50	0.01%
MERCER GLOBAL ADVISORS INC /ADV	7.14K	Mar 31, 26	+232	0.01%
GREEN SQUARE CAPITAL ADVISORS LLC	7.04K	Mar 31, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	7.01K	Mar 31, 26	+357	0.01%
RMB Capital Management, LLC	6.99K	Mar 31, 26	+1.16K	0.01%
Avidian Wealth Solutions, LLC	6.92K	Mar 31, 26	+346	0.01%
WealthPLAN Partners, LLC	6.88K	Mar 31, 26	+5	0.01%
Independent Advisor Alliance	6.84K	Mar 31, 26	+1	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6.80K	Mar 31, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	6.56K	Mar 31, 26	+6.56K	0.00%
Avid Wealth Partners LLC	6.40K	Mar 31, 26	--	0.00%
Concurrent Investment Advisors, LLC	6.40K	Mar 31, 26	+49	0.00%
JOURNEY STRATEGIC WEALTH LLC	6.26K	Mar 31, 26	-3.50K	0.00%
EP Wealth Advisors, LLC	6.19K	Mar 31, 26	-9.72K	0.00%
CSS LLC/IL	6.15K	Mar 31, 26	--	0.00%
Lido Advisors, LLC	6.12K	Mar 31, 26	+6.12K	0.00%
Abel Hall, LLC	6.00K	Mar 31, 26	--	0.00%
SITTNER & NELSON, LLC	6.00K	Mar 31, 26	--	0.00%
WEDBUSH SECURITIES INC	5.94K	Mar 31, 26	+5	0.00%
Diversified Trust Co	5.83K	Mar 31, 26	+168	0.00%
Corps Capital Advisors, LLC	5.72K	Mar 31, 26	+5.72K	0.00%
PFG Investments, LLC	5.71K	Mar 31, 26	+13	0.00%
Cerity Partners LLC	5.71K	Mar 31, 26	-483	0.00%
BASSO CAPITAL MANAGEMENT, L.P.	5.68K	Mar 31, 26	--	0.00%
Jaffetilchin Investment Partners, LLC	5.62K	Mar 31, 26	+384	0.00%
Clark Capital Management Group, Inc.	5.50K	Mar 31, 26	--	0.00%
Wealth Alliance	5.50K	Mar 31, 26	-39	0.00%
MAI Capital Management	5.50K	Mar 31, 26	-150	0.00%
Carnegie Capital Asset Management, LLC	5.26K	Mar 31, 26	-130	0.00%
Arkadios Wealth Advisors	5.22K	Mar 31, 26	+58	0.00%
Allworth Financial LP	5.14K	Mar 31, 26	+2	0.00%
Ulland Investment Advisors, LLC	5.00K	Mar 31, 26	--	0.00%
Genesee Capital Advisors, LLC	4.96K	Mar 31, 26	-517	0.00%
Garrett Wealth Advisory Group, LLC	4.93K	Mar 31, 26	--	0.00%
BRIDGES INVESTMENT MANAGEMENT INC	4.93K	Mar 31, 26	--	0.00%
CWA Asset Management Group, LLC	4.92K	Mar 31, 26	-65	0.00%
Willis Investment Counsel	4.88K	Mar 31, 26	--	0.00%
Regal Investment Advisors LLC	4.87K	Mar 31, 26	+4.87K	0.00%
Cornerstone Planning Group LLC	4.87K	Mar 31, 26	-90	0.00%
Crumly & Associates Inc.	4.71K	Mar 31, 26	--	0.00%
KING LUTHER CAPITAL MANAGEMENT CORP	4.69K	Mar 31, 26	-1.45K	0.00%
RIVERCHASE WEALTH MANAGEMENT, LLC	4.68K	Mar 31, 26	--	0.00%
Lee Financial Co	4.53K	Mar 31, 26	+206	0.00%
Mutual Advisors, LLC	4.44K	Mar 31, 26	--	0.00%
Virtus ETF Advisers LLC	4.38K	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	4.37K	Mar 31, 26	+4.37K	0.00%
D.A. DAVIDSON & CO.	4.35K	Mar 31, 26	--	0.00%
WHITENER CAPITAL MANAGEMENT, INC.	4.31K	Mar 31, 26	-231	0.00%
Newbridge Financial Services Group, Inc.	4.26K	Mar 31, 26	+6	0.00%
Quadrant Private Wealth Management, LLC	4.26K	Mar 31, 26	+3	0.00%
Ethos Financial Group, LLC	4.14K	Mar 31, 26	--	0.00%
Merit Financial Group, LLC	3.98K	Mar 31, 26	-1.64K	0.00%
CAPITAL ADVISORS INC/OK	3.93K	Mar 31, 26	+3.93K	0.00%
HighPoint Advisor Group LLC	3.90K	Mar 31, 26	-679	0.00%
First Trust Capital Management L.P.	3.86K	Mar 31, 26	--	0.00%
KANAWHA CAPITAL MANAGEMENT LLC	3.80K	Mar 31, 26	+3.80K	0.00%
MONECO Advisors, LLC	3.77K	Mar 31, 26	+3.77K	0.00%
BLAIR WILLIAM & CO/IL	3.76K	Mar 31, 26	+3.76K	0.00%
Inscription Capital, LLC	3.74K	Mar 31, 26	+3.74K	0.00%
Clearstead Advisors, LLC	3.74K	Mar 31, 26	--	0.00%
Summit Wealth Partners, LLC	3.72K	Mar 31, 26	+3.72K	0.00%
NORTHERN TRUST CORP	3.71K	Mar 31, 26	-637	0.00%
Tyche Wealth Partners LLC	3.71K	Mar 31, 26	+3.71K	0.00%
PARTNERS WEALTH MANAGEMENT, LLC	3.70K	Mar 31, 26	+3.70K	0.00%
Wealth Alliance Advisory Group, LLC	3.65K	Mar 31, 26	+3.65K	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	3.64K	Mar 31, 26	+3.64K	0.00%
Signal Advisors Wealth, LLC	3.56K	Mar 31, 26	+3.56K	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	3.54K	Mar 31, 26	+3.54K	0.00%
DAVENPORT & Co LLC	3.54K	Mar 31, 26	+3.54K	0.00%
Gateway Wealth Partners, LLC	3.50K	Mar 31, 26	+3.50K	0.00%
BARR E S & CO	3.50K	Mar 31, 26	+3.50K	0.00%
XML Financial, LLC	3.30K	Mar 31, 26	-2.43K	0.00%
Bison Wealth, LLC	3.25K	Mar 31, 26	+3.25K	0.00%
Arrow Investment Advisors, LLC	3.21K	Mar 31, 26	+3.21K	0.00%
Cyndeo Wealth Partners, LLC	3.17K	Mar 31, 26	+3.17K	0.00%
NOVARE CAPITAL MANAGEMENT LLC	3.14K	Mar 31, 26	+3.14K	0.00%
Anchor Investment Management, LLC	3.00K	Mar 31, 26	--	0.00%
AMERICAN NATIONAL BANK	2.96K	Mar 31, 26	-200	0.00%
Advisory Services Network, LLC	2.83K	Mar 31, 26	+2.83K	0.00%
HARBOUR INVESTMENTS, INC.	2.78K	Mar 31, 26	+1.13K	0.00%
Steward Partners Investment Advisory, LLC	2.71K	Mar 31, 26	-6	0.00%
SALEM INVESTMENT COUNSELORS INC	2.67K	Mar 31, 26	+2.67K	0.00%
Caitlin John, LLC	2.21K	Mar 31, 26	-196	0.00%
Western Wealth Management, LLC	2.12K	Mar 31, 26	+2.12K	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	2.00K	Mar 31, 26	--	0.00%
Chung Wu Investment Group, LLC	1.80K	Mar 31, 26	--	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	1.78K	Mar 31, 26	--	0.00%
IFP Advisors, Inc	1.74K	Mar 31, 26	+617	0.00%
Farther Finance Advisors, LLC	1.41K	Mar 31, 26	-2.78K	0.00%
Front Row Advisors LLC	1.35K	Mar 31, 26	--	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%
Johnson Financial Group, Inc.	1.20K	Mar 31, 26	--	0.00%
HHM Wealth Advisors, LLC	1.20K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.20K	Mar 31, 26	+868	0.00%
Cassaday & Co Wealth Management LLC	1.20K	Mar 31, 26	+1.20K	0.00%
Quent Capital, LLC	1.07K	Mar 31, 26	+385	0.00%
EverSource Wealth Advisors, LLC	1.03K	Mar 31, 26	-1.45K	0.00%
Independence Bank of Kentucky	1.02K	Mar 31, 26	--	0.00%
Key FInancial Inc	1.02K	Mar 31, 26	+15	0.00%
Russell Investments Group, Ltd.	963	Mar 31, 26	-606	0.00%
Ancora Advisors, LLC	796	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	762	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	701	Mar 31, 26	+9	0.00%
TD Waterhouse Canada Inc.	678	Mar 31, 26	+678	0.00%
PRIVATE TRUST CO NA	650	Mar 31, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	626	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	625	Mar 31, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	602	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	575	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	560	Mar 31, 26	--	0.00%
Triumph Capital Management	500	Mar 31, 26	--	0.00%
CNB Bank	500	Mar 31, 26	--	0.00%
Avalon Trust Co	500	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	500	Mar 31, 26	--	0.00%
CWM, LLC	410	Mar 31, 26	-45	0.00%
Private Wealth Asset Management, LLC	406	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	400	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	330	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	281	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	277	Mar 31, 26	-14	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	257	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	245	Mar 31, 26	+4	0.00%
WOLFF WIESE MAGANA LLC	224	Mar 31, 26	+48	0.00%
ARMSTRONG ADVISORY GROUP, INC	218	Mar 31, 26	--	0.00%
Rossby Financial, LCC	200	Mar 31, 26	--	0.00%
ASSETMARK, INC	190	Mar 31, 26	--	0.00%
Rosenberg Matthew Hamilton	188	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	188	Mar 31, 26	-80	0.00%
N.E.W. Advisory Services LLC	181	Mar 31, 26	--	0.00%
Coastline Trust Co	180	Mar 31, 26	--	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	146	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	143	Mar 31, 26	-710	0.00%
ABOUND FINANCIAL, LLC	120	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	114	Mar 31, 26	+114	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	107	Mar 31, 26	+107	0.00%
Financial Network Wealth Advisors LLC	100	Mar 31, 26	+2	0.00%
Cedar Mountain Advisors, LLC	93	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	80	Mar 31, 26	--	0.00%
Hilltop National Bank	80	Mar 31, 26	--	0.00%
CVA Family Office, LLC	79	Mar 31, 26	--	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	76	Mar 31, 26	+76	0.00%
True Link Financial Advisors, LLC	63	Mar 31, 26	+63	0.00%
FIRST HORIZON CORP	57	Mar 31, 26	--	0.00%
Strategic Advocates LLC	56	Mar 31, 26	-4.12K	0.00%
GABLES CAPITAL MANAGEMENT INC.	40	Mar 31, 26	--	0.00%
SWAN Capital LLC	37	Mar 31, 26	--	0.00%
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	22	Mar 31, 26	-552	0.00%
Cresta Advisors, Ltd.	--	Mar 31, 26	-1.22K	--
DV Trading LLC	--	Mar 31, 26	-5	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-15.20K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-1.81K	--
TIG Advisors, LLC	--	Mar 31, 26	-35.10K	--
Rudius Management LP	--	Mar 31, 26	-33	--
DRW Securities, LLC	--	Mar 31, 26	-10.60K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-2.70K	--
1900 WEALTH MANAGEMENT LLC	--	Mar 31, 26	-4.51K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-53	--
CI Private Wealth, LLC	--	Mar 31, 26	-7.47K	--
EVOKE WEALTH, LLC	--	Mar 31, 26	-4.88K	--
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-21.42K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-110	--
CIBC Private Wealth Group, LLC	142.13K	Dec 31, 25	+80	0.10%
Liberty Capital Management, Inc.	4.38K	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	1.71K	Dec 31, 25	+77	0.00%
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	11.44%
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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Holder

Date

Change

% Held

ALPS ADVISORS INC

24.67M

Mar 31, 26

-184.87K

18.05%

Invesco Ltd.

8.86M

Mar 31, 26

+10.71K

6.48%

GOLDMAN SACHS GROUP INC

5.53M

Mar 31, 26

-333.05K

4.05%

FMR LLC

3.64M

Mar 31, 26

+1.79M

2.66%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

3.23M

Mar 31, 26

+145.30K

2.36%

Energy Income Partners, LLC

1.90M

Mar 31, 26

-54.64K

1.39%

COOPERMAN LEON G

1.62M

Mar 31, 26

1.19%

JPMORGAN CHASE & CO

1.50M

Mar 31, 26

-121.59K

1.10%

MORGAN STANLEY

1.11M

Mar 31, 26

-527.59K

0.81%

Recurrent Investment Advisors LLC

1.03M

Mar 31, 26

+349.25K

0.75%

INFRASTRUCTURE CAPITAL ADVISORS, LLC

972.93K

Mar 31, 26

+247.57K

0.71%

UBS Group AG

959.73K

Mar 31, 26

-7.15K

0.70%

Blackstone Inc.

894.36K

Mar 31, 26

-1.54M

0.65%

MILLER HOWARD INVESTMENTS INC /NY

816.23K

Mar 31, 26

+126.96K

0.60%

TORTOISE CAPITAL ADVISORS, L.L.C.

815.50K

Mar 31, 26

+14.83K

0.60%

BARCLAYS PLC

794.59K

Mar 31, 26

+212.45K

0.58%

Fractal Investments LLC

616.54K

Mar 31, 26

0.45%

BOWEN HANES & CO INC

600.00K

Mar 31, 26

0.44%

Neuberger Berman Group LLC

576.45K

Mar 31, 26

-11.68K

0.42%

Adams Asset Advisors, LLC

565.82K

Mar 31, 26

-5.72K

0.41%

RAYMOND JAMES FINANCIAL INC

383.85K

Mar 31, 26

+1.33K

0.28%

Allianz Asset Management GmbH

328.31K

Mar 31, 26

+210.51K

0.24%

CITIGROUP INC

238.57K

Mar 31, 26

+31.71K

0.17%

WELLS FARGO & COMPANY/MN

223.26K

Mar 31, 26

+21.90K

0.16%

BANK OF AMERICA CORP /DE/

204.61K

Mar 31, 26

+49.59K

0.15%

CHICKASAW CAPITAL MANAGEMENT LLC

203.09K

Mar 31, 26

-24.20K

0.15%

ROYAL BANK OF CANADA

190.47K

Mar 31, 26

+12.81K

0.14%

LPL Financial LLC

177.21K

Mar 31, 26

-1.91K

0.13%

ING GROEP NV

164.00K

Mar 31, 26

+164.00K

0.12%

Sanctuary Advisors, LLC

154.71K

Mar 31, 26

+25.40K

0.11%

Kercheville Advisors, LLC

154.09K

Mar 31, 26

0.11%

TCG Advisory Services, LLC

144.37K

Mar 31, 26

-26.00K

0.11%

HENNESSY ADVISORS INC

140.20K

Mar 31, 26

-4.90K

0.10%

Beacon Pointe Advisors, LLC

138.52K

Mar 31, 26

+138.52K

0.10%

Texas Yale Capital Corp.

133.15K

Mar 31, 26

+2.45K

0.10%

Waverly Advisors, LLC

132.06K

Mar 31, 26

+6.61K

0.10%

EXCHANGE TRADED CONCEPTS, LLC

120.60K

Mar 31, 26

-6.08K

0.09%

BNP PARIBAS ARBITRAGE, SNC

115.73K

Mar 31, 26

+58.09K

0.08%

Susquehanna Portfolio Strategies, LLC

88.63K

Mar 31, 26

-11.74K

0.06%

Summit Financial, LLC

81.53K

Mar 31, 26

-11.68K

0.06%

Corigliano Investment Advisers, LLC

77.40K

Mar 31, 26

+77.40K

0.06%

ENVESTNET ASSET MANAGEMENT INC

73.67K

Mar 31, 26

+25.58K

0.05%

HRT FINANCIAL LP

71.95K

Mar 31, 26

+39.44K

0.05%

Waldron Private Wealth LLC

71.00K

Mar 31, 26

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

69.60K

Mar 31, 26

-44.99K

0.05%

JANE STREET GROUP, LLC

67.27K

Mar 31, 26

+67.27K

0.05%

Cetera Investment Advisers

62.56K

Mar 31, 26

+8.21K

0.05%

Kestra Advisory Services, LLC

62.36K

Mar 31, 26

+44.56K

0.05%

J.W. COLE ADVISORS, INC.

60.48K

Mar 31, 26

-843

0.04%

ADVISOR GROUP HOLDINGS, INC.

60.37K

Mar 31, 26

+12.63K

0.04%

Annis Gardner Whiting Capital Advisors, LLC

56.80K

Mar 31, 26

+56.00K

0.04%

Advisors Asset Management, Inc.

56.08K

Mar 31, 26

+1.75K

0.04%

VAN ECK ASSOCIATES CORP

53.22K

Mar 31, 26

+21.68K

0.04%

Mariner, LLC

51.79K

Mar 31, 26

+3.94K

0.04%

WHITTIER TRUST CO OF NEVADA INC

50.73K

Mar 31, 26

0.04%

Gilman Hill Asset Management, LLC

48.56K

Mar 31, 26

+9.88K

0.04%

Cresset Asset Management, LLC

47.14K

Mar 31, 26

+19.61K

0.03%

CAPTRUST FINANCIAL ADVISORS

44.36K

Mar 31, 26

+4.05K

0.03%

Sovereign Investment Advisors, LLC

43.52K

Mar 31, 26

+2.12K

0.03%

FIRST TRUST ADVISORS LP

40.50K

Mar 31, 26

-15.91K

0.03%

Barnett & Company, Inc.

39.58K

Mar 31, 26

0.03%

PARK CIRCLE Co

36.35K

Mar 31, 26

0.03%

Creative Planning

36.33K

Mar 31, 26

-1.93K

0.03%

Linscomb & Williams, Inc.

35.06K

Mar 31, 26

+20.32K

0.03%

GLENMEDE TRUST CO NA

35.00K

Mar 31, 26

-3.80K

0.03%

AMERIPRISE FINANCIAL INC

34.61K

Mar 31, 26

-6.72K

0.03%

WESTWOOD HOLDINGS GROUP INC

34.34K

Mar 31, 26

+34.34K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

31.65K

Mar 31, 26

+2.13K

0.02%

STIFEL FINANCIAL CORP

30.65K

Mar 31, 26

+574

0.02%

Rockefeller Capital Management L.P.

28.97K

Mar 31, 26

+3.61K

0.02%

TRUIST FINANCIAL CORP

28.50K

Mar 31, 26

+4.88K

0.02%

Empirical Asset Management, LLC

28.02K

Mar 31, 26

-385

0.02%

Zurich Insurance Group Ltd/FI

27.20K

Mar 31, 26

0.02%

ELCO Management Co., LLC

27.09K

Mar 31, 26

-686

0.02%

Crescent Grove Advisors, LLC

26.87K

Mar 31, 26

+26.87K

0.02%

Cambridge Investment Research Advisors, Inc.

26.24K

Mar 31, 26

-1.23K

0.02%

Apollon Wealth Management, LLC

22.23K

Mar 31, 26

-3.21K

0.02%

CASCADE INVESTMENT GROUP, INC.

21.88K

Mar 31, 26

-900

0.02%

DIVIDEND ASSETS CAPITAL, LLC

21.41K

Mar 31, 26

+649

0.02%

Private Advisor Group, LLC

21.16K

Mar 31, 26

0.02%

HighTower Advisors, LLC

21.02K

Mar 31, 26

+453

0.02%

AMERICAN FINANCIAL GROUP INC

20.00K

Mar 31, 26

0.01%

US BANCORP \DE\

18.88K

Mar 31, 26

-100

0.01%

BlackRock, Inc.

17.14K

Mar 31, 26

+83

0.01%

Kingsview Wealth Management, LLC

17.07K

Mar 31, 26

+7.35K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

16.90K

Mar 31, 26

+549

0.01%

Focus Financial Network, Inc.

16.88K

Mar 31, 26

-1.92K

0.01%

Colony Group, LLC

16.81K

Mar 31, 26

-98

0.01%

CARY STREET PARTNERS FINANCIAL LLC

16.57K

Mar 31, 26

0.01%

MCDONALD PARTNERS LLC

15.10K

Mar 31, 26

-200

0.01%

Baird Financial Group, Inc.

15.07K

Mar 31, 26

-780

0.01%

MGO ONE SEVEN LLC

14.66K

Mar 31, 26

+331

0.01%

CASTLEARK MANAGEMENT LLC

14.45K

Mar 31, 26

0.01%

Quad-Cities Investment Group, LLC

14.20K

Mar 31, 26

+36

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.05K

Mar 31, 26

-25.79K

0.01%

Caprock Group, LLC

13.28K

Mar 31, 26

-1.15K

0.01%

M&T BANK CORP

13.11K

Mar 31, 26

0.01%

Sigma Planning Corp

12.89K

Mar 31, 26

-79

0.01%

Janney Montgomery Scott LLC

12.46K

Mar 31, 26

-538

0.01%

BOKF, NA

12.18K

Mar 31, 26

0.01%

M.E. ALLISON & CO., INC.

11.74K

Mar 31, 26

0.01%

Moors & Cabot, Inc.

11.57K

Mar 31, 26

-56

0.01%

Patriot Financial Group Insurance Agency, LLC

11.46K

Mar 31, 26

+5.77K

0.01%

IMC-Chicago, LLC

11.24K

Mar 31, 26

-34.58K

0.01%

IHT Wealth Management, LLC

11.18K

Mar 31, 26

+575

0.01%

Oxbow Advisors, LLC

11.07K

Mar 31, 26

+480

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

11.07K

Mar 31, 26

-69

0.01%

NewEdge Advisors, LLC

10.99K

Mar 31, 26

+3.36K

0.01%

Larson Financial Group LLC

10.91K

Mar 31, 26

+8.70K

0.01%

Bank of New York Mellon Corp

10.03K

Mar 31, 26

+4.08K

0.01%

Tradition Wealth Management, LLC

10.02K

Mar 31, 26

+56

0.01%

JONES FINANCIAL COMPANIES LLLP

9.91K

Mar 31, 26

+1.44K

0.01%

BROWN ADVISORY INC

9.88K

Mar 31, 26

-1.09K

0.01%

BALDWIN BROTHERS LLC/MA

9.86K

Mar 31, 26

0.01%

B. Riley Wealth Advisors, Inc.

9.72K

Mar 31, 26

+300

0.01%

Pensionmark Financial Group, LLC

9.60K

Mar 31, 26

+1.04K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

9.60K

Mar 31, 26

+1.41K

0.01%

Quantinno Capital Management LP

9.49K

Mar 31, 26

-1.17K

0.01%

Stratos Wealth Partners, LTD.

9.41K

Mar 31, 26

+223

0.01%

Wealthcare Advisory Partners LLC

9.10K

Mar 31, 26

-1.96K

0.01%

DAVIDSON TRUST CO

9.00K

Mar 31, 26

0.01%

PSI Advisors, LLC

8.80K

Mar 31, 26

-91

0.01%

Cypress Capital Group

8.62K

Mar 31, 26

0.01%

GSA CAPITAL PARTNERS LLP

8.53K

Mar 31, 26

+8.53K

0.01%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

8.50K

Mar 31, 26

0.01%

Midwest Trust Co

8.48K

Mar 31, 26

+887

0.01%

U.S. Capital Wealth Advisors, LLC

8.40K

Mar 31, 26

-1.66K

0.01%

SFMG, LLC

8.30K

Mar 31, 26

+100

0.01%

MML INVESTORS SERVICES, LLC

8.22K

Mar 31, 26

-2.24K

0.01%

Baker Avenue Asset Management, LP

8.21K

Mar 31, 26

-980

0.01%

Cohen Capital Management, Inc.

8.21K

Mar 31, 26

0.01%

IFG Advisory, LLC

8.16K

Mar 31, 26

+2.56K

0.01%

United Advisor Group, LLC

8.09K

Mar 31, 26

0.01%

BENJAMIN EDWARDS INC

7.89K

Mar 31, 26

0.01%

UHLMANN PRICE SECURITIES, LLC

7.87K

Mar 31, 26

-155

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

7.84K

Mar 31, 26

+1.41K

0.01%

OPPENHEIMER & CO INC

7.35K

Mar 31, 26

-50

0.01%

CULLEN/FROST BANKERS, INC.

7.20K

Mar 31, 26

+50

0.01%

MERCER GLOBAL ADVISORS INC /ADV

7.14K

Mar 31, 26

+232

0.01%

GREEN SQUARE CAPITAL ADVISORS LLC

7.04K

Mar 31, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

7.01K

Mar 31, 26

+357

0.01%

RMB Capital Management, LLC

6.99K

Mar 31, 26

+1.16K

0.01%

Avidian Wealth Solutions, LLC

6.92K

Mar 31, 26

+346

0.01%

WealthPLAN Partners, LLC

6.88K

Mar 31, 26

0.01%

Independent Advisor Alliance

6.84K

Mar 31, 26

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

6.80K

Mar 31, 26

0.00%

TWO SIGMA SECURITIES, LLC

6.56K

Mar 31, 26

+6.56K

0.00%

Avid Wealth Partners LLC

6.40K

Mar 31, 26

0.00%

Concurrent Investment Advisors, LLC

6.40K

Mar 31, 26

+49

0.00%

JOURNEY STRATEGIC WEALTH LLC

6.26K

Mar 31, 26

-3.50K

0.00%

EP Wealth Advisors, LLC

6.19K

Mar 31, 26

-9.72K

0.00%

CSS LLC/IL

6.15K

Mar 31, 26

0.00%

Lido Advisors, LLC

6.12K

Mar 31, 26

+6.12K

0.00%

Abel Hall, LLC

6.00K

Mar 31, 26

0.00%

SITTNER & NELSON, LLC

6.00K

Mar 31, 26

0.00%

WEDBUSH SECURITIES INC

5.94K

Mar 31, 26

0.00%

Diversified Trust Co

5.83K

Mar 31, 26

+168

0.00%

Corps Capital Advisors, LLC

5.72K

Mar 31, 26

+5.72K

0.00%

PFG Investments, LLC

5.71K

Mar 31, 26

+13

0.00%

Cerity Partners LLC

5.71K

Mar 31, 26

-483

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

5.68K

Mar 31, 26

0.00%

Jaffetilchin Investment Partners, LLC

5.62K

Mar 31, 26

+384

0.00%

Clark Capital Management Group, Inc.

5.50K

Mar 31, 26

0.00%

Wealth Alliance

5.50K

Mar 31, 26

-39

0.00%

MAI Capital Management

5.50K

Mar 31, 26

-150

0.00%

Carnegie Capital Asset Management, LLC

5.26K

Mar 31, 26

-130

0.00%

Arkadios Wealth Advisors

5.22K

Mar 31, 26

+58

0.00%

Allworth Financial LP

5.14K

Mar 31, 26

0.00%

Ulland Investment Advisors, LLC

5.00K

Mar 31, 26

0.00%

Genesee Capital Advisors, LLC

4.96K

Mar 31, 26

-517

0.00%

Garrett Wealth Advisory Group, LLC

4.93K

Mar 31, 26

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

4.93K

Mar 31, 26

0.00%

CWA Asset Management Group, LLC

4.92K

Mar 31, 26

-65

0.00%

Willis Investment Counsel

4.88K

Mar 31, 26

0.00%

Regal Investment Advisors LLC

4.87K

Mar 31, 26

+4.87K

0.00%

Cornerstone Planning Group LLC

4.87K

Mar 31, 26

-90

0.00%

Crumly & Associates Inc.

4.71K

Mar 31, 26

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

4.69K

Mar 31, 26

-1.45K

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

4.68K

Mar 31, 26

0.00%

Lee Financial Co

4.53K

Mar 31, 26

+206

0.00%

Mutual Advisors, LLC

4.44K

Mar 31, 26

0.00%

Virtus ETF Advisers LLC

4.38K

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

4.37K

Mar 31, 26

+4.37K

0.00%

D.A. DAVIDSON & CO.

4.35K

Mar 31, 26

0.00%

WHITENER CAPITAL MANAGEMENT, INC.

4.31K

Mar 31, 26

-231

0.00%

Newbridge Financial Services Group, Inc.

4.26K

Mar 31, 26

0.00%

Quadrant Private Wealth Management, LLC

4.26K

Mar 31, 26

0.00%

Ethos Financial Group, LLC

4.14K

Mar 31, 26

0.00%

Merit Financial Group, LLC

3.98K

Mar 31, 26

-1.64K

0.00%

CAPITAL ADVISORS INC/OK

3.93K

Mar 31, 26

+3.93K

0.00%

HighPoint Advisor Group LLC

3.90K

Mar 31, 26

-679

0.00%

First Trust Capital Management L.P.

3.86K

Mar 31, 26

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

3.80K

Mar 31, 26

+3.80K

0.00%

MONECO Advisors, LLC

3.77K

Mar 31, 26

+3.77K

0.00%

BLAIR WILLIAM & CO/IL

3.76K

Mar 31, 26

+3.76K

0.00%

Inscription Capital, LLC

3.74K

Mar 31, 26

+3.74K

0.00%

Clearstead Advisors, LLC

3.74K

Mar 31, 26

0.00%

Summit Wealth Partners, LLC

3.72K

Mar 31, 26

+3.72K

0.00%

NORTHERN TRUST CORP

3.71K

Mar 31, 26

-637

0.00%

Tyche Wealth Partners LLC

3.71K

Mar 31, 26

+3.71K

0.00%

PARTNERS WEALTH MANAGEMENT, LLC

3.70K

Mar 31, 26

+3.70K

0.00%

Wealth Alliance Advisory Group, LLC

3.65K

Mar 31, 26

+3.65K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

3.64K

Mar 31, 26

+3.64K

0.00%

Signal Advisors Wealth, LLC

3.56K

Mar 31, 26

+3.56K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

3.54K

Mar 31, 26

+3.54K

0.00%

DAVENPORT & Co LLC

3.54K

Mar 31, 26

+3.54K

0.00%

Gateway Wealth Partners, LLC

3.50K

Mar 31, 26

+3.50K

0.00%

BARR E S & CO

3.50K

Mar 31, 26

+3.50K

0.00%

XML Financial, LLC

3.30K

Mar 31, 26

-2.43K

0.00%

Bison Wealth, LLC

3.25K

Mar 31, 26

+3.25K

0.00%

Arrow Investment Advisors, LLC

3.21K

Mar 31, 26

+3.21K

0.00%

Cyndeo Wealth Partners, LLC

3.17K

Mar 31, 26

+3.17K

0.00%

NOVARE CAPITAL MANAGEMENT LLC

3.14K

Mar 31, 26

+3.14K

0.00%

Anchor Investment Management, LLC

3.00K

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

2.96K

Mar 31, 26

-200

0.00%

Advisory Services Network, LLC

2.83K

Mar 31, 26

+2.83K

0.00%

HARBOUR INVESTMENTS, INC.

2.78K

Mar 31, 26

+1.13K

0.00%

Steward Partners Investment Advisory, LLC

2.71K

Mar 31, 26

-6

0.00%

SALEM INVESTMENT COUNSELORS INC

2.67K

Mar 31, 26

+2.67K

0.00%

Caitlin John, LLC

2.21K

Mar 31, 26

-196

0.00%

Western Wealth Management, LLC

2.12K

Mar 31, 26

+2.12K

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

2.00K

Mar 31, 26

0.00%

Chung Wu Investment Group, LLC

1.80K

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

1.78K

Mar 31, 26

0.00%

IFP Advisors, Inc

1.74K

Mar 31, 26

+617

0.00%

Farther Finance Advisors, LLC

1.41K

Mar 31, 26

-2.78K

0.00%

Front Row Advisors LLC

1.35K

Mar 31, 26

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%

Johnson Financial Group, Inc.

1.20K

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

1.20K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

1.20K

Mar 31, 26

+868

0.00%

Cassaday & Co Wealth Management LLC

1.20K

Mar 31, 26

+1.20K

0.00%

Quent Capital, LLC

1.07K

Mar 31, 26

+385

0.00%

EverSource Wealth Advisors, LLC

1.03K

Mar 31, 26

-1.45K

0.00%

Independence Bank of Kentucky

1.02K

Mar 31, 26

0.00%

Key FInancial Inc

1.02K

Mar 31, 26

+15

0.00%

Russell Investments Group, Ltd.

963

Mar 31, 26

-606

0.00%

Ancora Advisors, LLC

796

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

762

Mar 31, 26

0.00%

Parallel Advisors, LLC

701

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

678

Mar 31, 26

+678

0.00%

PRIVATE TRUST CO NA

650

Mar 31, 26

0.00%

Steigerwald, Gordon & Koch Inc.

626

Mar 31, 26

0.00%

Root Financial Partners, LLC

625

Mar 31, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

602

Mar 31, 26

0.00%

CoreCap Advisors, LLC

575

Mar 31, 26

0.00%

CENTRAL TRUST Co

560

Mar 31, 26

0.00%

Triumph Capital Management

500

Mar 31, 26

0.00%

CNB Bank

500

Mar 31, 26

0.00%

Avalon Trust Co

500

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

500

Mar 31, 26

0.00%

CWM, LLC

410

Mar 31, 26

-45

0.00%

Private Wealth Asset Management, LLC

406

Mar 31, 26

0.00%

BESSEMER GROUP INC

400

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

330

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

281

Mar 31, 26

0.00%

NBC SECURITIES, INC.

277

Mar 31, 26

-14

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

257

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

245

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

224

Mar 31, 26

+48

0.00%

ARMSTRONG ADVISORY GROUP, INC

218

Mar 31, 26

0.00%

Rossby Financial, LCC

200

Mar 31, 26

0.00%

ASSETMARK, INC

190

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

188

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

188

Mar 31, 26

-80

0.00%

N.E.W. Advisory Services LLC

181

Mar 31, 26

0.00%

Coastline Trust Co

180

Mar 31, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

146

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

143

Mar 31, 26

-710

0.00%

ABOUND FINANCIAL, LLC

120

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

114

Mar 31, 26

+114

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

107

Mar 31, 26

+107

0.00%

Financial Network Wealth Advisors LLC

100

Mar 31, 26

0.00%

Cedar Mountain Advisors, LLC

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

Mar 31, 26

0.00%

Hilltop National Bank

Mar 31, 26

0.00%

CVA Family Office, LLC

Mar 31, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Mar 31, 26

+76

0.00%

True Link Financial Advisors, LLC

Mar 31, 26

+63

0.00%

FIRST HORIZON CORP

Mar 31, 26

0.00%

Strategic Advocates LLC

Mar 31, 26

-4.12K

0.00%

GABLES CAPITAL MANAGEMENT INC.

Mar 31, 26

0.00%

SWAN Capital LLC

Mar 31, 26

0.00%

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

Mar 31, 26

-552

0.00%

Cresta Advisors, Ltd.

Mar 31, 26

-1.22K

DV Trading LLC

Mar 31, 26

-5

SIMPLEX TRADING, LLC

Mar 31, 26

-15.20K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-1.81K

TIG Advisors, LLC

Mar 31, 26

-35.10K

Rudius Management LP

Mar 31, 26

-33

DRW Securities, LLC

Mar 31, 26

-10.60K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-2.70K

1900 WEALTH MANAGEMENT LLC

Mar 31, 26

-4.51K

Tower Research Capital LLC (TRC)

Mar 31, 26

-53

CI Private Wealth, LLC

Mar 31, 26

-7.47K

EVOKE WEALTH, LLC

Mar 31, 26

-4.88K

BANK OF MONTREAL /CAN/

Mar 31, 26

-21.42K

SRS Capital Advisors, Inc.

Mar 31, 26

-110

CIBC Private Wealth Group, LLC

142.13K

Dec 31, 25

+80

0.10%

Liberty Capital Management, Inc.

4.38K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

1.71K

Dec 31, 25

+77

0.00%

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

11.44%

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