iShares ESG Aware USD Corporate Bond ETF(SUSC)

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iShares ESG Aware USD Corporate Bond ETF(SUSC)

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$23.07—

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SUSC(SUSC)

SUSC

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

Institutional Ownership

Top 359 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	9.93M	Mar 31, 26	+465.19K	16.04%
JPMORGAN CHASE & CO	4.55M	Mar 31, 26	+63.68K	7.35%
Wealthfront Advisers LLC	3.63M	Mar 31, 26	-58.95K	5.87%
LPL Financial LLC	3.34M	Mar 31, 26	+262.75K	5.40%
UBS Group AG	3.17M	Mar 31, 26	+2.77M	5.13%
Envestnet Portfolio Solutions, Inc.	2.16M	Mar 31, 26	+39.03K	3.49%
AMERIPRISE FINANCIAL INC	1.62M	Mar 31, 26	-30.88K	2.62%
Betterment LLC	1.59M	Mar 31, 26	-8.79K	2.58%
Creative Planning	1.31M	Mar 31, 26	+77.46K	2.12%
FMR LLC	1.06M	Mar 31, 26	+131.20K	1.72%
Acorns Advisers, LLC	1.03M	Mar 31, 26	+7.67K	1.66%
Cetera Investment Advisers	928.33K	Mar 31, 26	+6.35K	1.50%
MORGAN STANLEY	861.16K	Mar 31, 26	+25.62K	1.39%
Fisher Asset Management, LLC	832.85K	Mar 31, 26	+37.94K	1.35%
CWM, LLC	818.82K	Mar 31, 26	+152.71K	1.32%
PARK AVENUE SECURITIES LLC	741.79K	Mar 31, 26	+11.15K	1.20%
IMPACTfolio, LLC	603.40K	Mar 31, 26	+30.60K	0.98%
UBS ASSET MANAGEMENT AMERICAS INC	571.62K	Mar 31, 26	+509.83K	0.92%
MML INVESTORS SERVICES, LLC	469.32K	Mar 31, 26	+11.37K	0.76%
WELLS FARGO & COMPANY/MN	464.98K	Mar 31, 26	+50.93K	0.75%
Bank of New York Mellon Corp	433.36K	Mar 31, 26	+81.36K	0.70%
BANK OF AMERICA CORP /DE/	383.28K	Mar 31, 26	+4.07K	0.62%
ASSETMARK, INC	351.11K	Mar 31, 26	+46.61K	0.57%
ROYAL BANK OF CANADA	320.25K	Mar 31, 26	+42.72K	0.52%
One Wealth Advisors, LLC	318.54K	Mar 31, 26	+3.40K	0.51%
Avise Financial Cooperative, Inc.	314.45K	Mar 31, 26	+28.25K	0.51%
RAYMOND JAMES FINANCIAL INC	272.82K	Mar 31, 26	-145.73K	0.44%
Cambridge Investment Research Advisors, Inc.	271.61K	Mar 31, 26	+1.57K	0.44%
Janney Montgomery Scott LLC	268.19K	Mar 31, 26	+14.34K	0.43%
Financial Engines Advisors L.L.C.	262.62K	Mar 31, 26	-55.23K	0.42%
Perigon Wealth Management, LLC	252.77K	Mar 31, 26	+1.85K	0.41%
Archer Investment Management, LLC	244.40K	Mar 31, 26	+192.34K	0.39%
THRIVENT FINANCIAL FOR LUTHERANS	243.19K	Mar 31, 26	-4.60K	0.39%
Invera Wealth Advisors, LLC	243.09K	Mar 31, 26	+7.12K	0.39%
Resources Investment Advisors, LLC.	239.27K	Mar 31, 26	+50.32K	0.39%
Equitable Holdings, Inc.	222.98K	Mar 31, 26	+18.08K	0.36%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	210.40K	Mar 31, 26	-1.49K	0.34%
FLPUTNAM INVESTMENT MANAGEMENT CO	205.63K	Mar 31, 26	-4.53K	0.33%
Colorado Capital Management, Inc.	204.82K	Mar 31, 26	+9.91K	0.33%
Horst & Graben Wealth Management LLC	202.38K	Mar 31, 26	+1.28K	0.33%
COMMONWEALTH EQUITY SERVICES, LLC	190.28K	Mar 31, 26	-13.42K	0.31%
Miracle Mile Advisors, LLC	184.36K	Mar 31, 26	+5.82K	0.30%
Sharkey, Howes & Javer	181.36K	Mar 31, 26	+3.70K	0.29%
MERCER GLOBAL ADVISORS INC /ADV	180.94K	Mar 31, 26	+136.83K	0.29%
NewEdge Advisors, LLC	155.87K	Mar 31, 26	+51.50K	0.25%
WESBANCO BANK INC	155.70K	Mar 31, 26	-1.70K	0.25%
GeoWealth Management, LLC	144.27K	Mar 31, 26	+776	0.23%
Merit Financial Group, LLC	127.39K	Mar 31, 26	+26.36K	0.21%
Facet Wealth, Inc.	121.07K	Mar 31, 26	+5.12K	0.20%
Savant Capital, LLC	121.05K	Mar 31, 26	-7.65K	0.20%
Allworth Financial LP	120.71K	Mar 31, 26	-861	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	98.58K	Mar 31, 26	+98.58K	0.16%
SigFig Wealth Management, LLC	98.45K	Mar 31, 26	+3.27K	0.16%
Summit Wealth Group, LLC	96.65K	Mar 31, 26	+2.02K	0.16%
Brookstone Capital Management	91.24K	Mar 31, 26	+2.73K	0.15%
Topel & Distasi Wealth Management, LLC	91.15K	Mar 31, 26	+1.77K	0.15%
Gateway Wealth Partners, LLC	86.14K	Mar 31, 26	+63.34K	0.14%
FIDUCIARY TRUST CO	83.85K	Mar 31, 26	+5.09K	0.14%
Rossby Financial, LCC	80.98K	Mar 31, 26	-38.04K	0.13%
Steward Partners Investment Advisory, LLC	77.58K	Mar 31, 26	+5.12K	0.13%
Sanctuary Advisors, LLC	76.67K	Mar 31, 26	+698	0.12%
ADVISOR GROUP HOLDINGS, INC.	75.67K	Mar 31, 26	-7.55K	0.12%
Brinker Capital Investments, LLC	74.72K	Mar 31, 26	+3.18K	0.12%
Concurrent Investment Advisors, LLC	74.50K	Mar 31, 26	+18.03K	0.12%
CITADEL ADVISORS LLC	73.61K	Mar 31, 26	+73.61K	0.12%
HSBC HOLDINGS PLC	72.50K	Mar 31, 26	+4.23K	0.12%
BIRCHBROOK, INC.	72.18K	Mar 31, 26	+2.62K	0.12%
Charter Oak Capital Management, LLC	70.98K	Mar 31, 26	-2.26K	0.11%
Investor's Fiduciary Advisor Network, LLC	69.75K	Mar 31, 26	-11	0.11%
Farther Finance Advisors, LLC	68.94K	Mar 31, 26	+15.91K	0.11%
HighTower Advisors, LLC	68.25K	Mar 31, 26	+3.74K	0.11%
Integrated Wealth Concepts LLC	65.30K	Mar 31, 26	+29.50K	0.11%
RFG Advisory, LLC	63.94K	Mar 31, 26	-804	0.10%
Advisory Services Network, LLC	62.98K	Mar 31, 26	-1.56K	0.10%
SCHMIDT P J INVESTMENT MANAGEMENT INC	62.03K	Mar 31, 26	+1.09K	0.10%
MGO ONE SEVEN LLC	60.26K	Mar 31, 26	+4.73K	0.10%
Pensionmark Financial Group, LLC	59.78K	Mar 31, 26	+2.74K	0.10%
Skyline Advisors, Inc.	58.12K	Mar 31, 26	+58.12K	0.09%
JNBA Financial Advisors	57.93K	Mar 31, 26	+2.89K	0.09%
SOFI WEALTH, LLC	56.39K	Mar 31, 26	+12.34K	0.09%
WealthShield Partners, LLC	55.07K	Mar 31, 26	+4.84K	0.09%
DIVERSIFY WEALTH MANAGEMENT, LLC	54.60K	Mar 31, 26	+20.69K	0.09%
Cerity Partners LLC	54.27K	Mar 31, 26	+54.27K	0.09%
RCS Financial Planning, LLC	54.10K	Mar 31, 26	+1.61K	0.09%
Affinity Capital Advisors, LLC	54.06K	Mar 31, 26	-2.61K	0.09%
One Capital Management, LLC	53.08K	Mar 31, 26	+5.87K	0.09%
Private Wealth Management Group, LLC	52.14K	Mar 31, 26	+1.28K	0.08%
LifePlan Investment Advisors, Inc.	51.36K	Mar 31, 26	+2.07K	0.08%
Trilogy Capital Inc.	49.80K	Mar 31, 26	+3.50K	0.08%
Kestra Advisory Services, LLC	48.96K	Mar 31, 26	+8.26K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	48.61K	Mar 31, 26	+7.71K	0.08%
EverSource Wealth Advisors, LLC	48.10K	Mar 31, 26	+2.77K	0.08%
THEORY FINANCIAL LLC	47.39K	Mar 31, 26	+3.90K	0.08%
Vision Capital Management, Inc.	46.63K	Mar 31, 26	+489	0.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	45.85K	Mar 31, 26	+647	0.07%
White Lighthouse Investment Management Inc.	44.59K	Mar 31, 26	+963	0.07%
Mariner, LLC	44.42K	Mar 31, 26	+14.61K	0.07%
Wealth Alliance	41.75K	Mar 31, 26	+5	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	41.26K	Mar 31, 26	+2.78K	0.07%
CAPTRUST FINANCIAL ADVISORS	41.15K	Mar 31, 26	+3.64K	0.07%
Ameritas Investment Partners, Inc.	39.72K	Mar 31, 26	+1.85K	0.06%
STIFEL FINANCIAL CORP	39.21K	Mar 31, 26	-5.31K	0.06%
Catalytic Wealth RIA, LLC	38.90K	Mar 31, 26	+2.15K	0.06%
STOCK YARDS BANK & TRUST CO	38.53K	Mar 31, 26	+2.40K	0.06%
Schneider Downs Wealth Management Advisors, LP	38.31K	Mar 31, 26	+554	0.06%
Sequoia Financial Advisors, LLC	38.07K	Mar 31, 26	-11.76K	0.06%
LIFELONG WEALTH ADVISORS, INC.	37.72K	Mar 31, 26	+178	0.06%
JONES FINANCIAL COMPANIES LLLP	36.71K	Mar 31, 26	+9.71K	0.06%
Hoxton Planning & Management, LLC	35.87K	Mar 31, 26	+5.95K	0.06%
PAYDEN & RYGEL	35.56K	Mar 31, 26	--	0.06%
Van Hulzen Asset Management, LLC	34.31K	Mar 31, 26	--	0.06%
Adviser Investments LLC	33.55K	Mar 31, 26	+22.30K	0.05%
Continuum Advisory, LLC	32.98K	Mar 31, 26	-119	0.05%
MA Private Wealth	32.70K	Mar 31, 26	--	0.05%
Patriot Financial Group Insurance Agency, LLC	32.48K	Mar 31, 26	+16.33K	0.05%
Venturi Wealth Management, LLC	31.97K	Mar 31, 26	+8.77K	0.05%
ONE WEALTH CAPITAL MANAGEMENT, LLC	31.31K	Mar 31, 26	+425	0.05%
Atria Investments, Inc	30.88K	Mar 31, 26	+1.27K	0.05%
Traveka Wealth, LLC	30.65K	Mar 31, 26	+742	0.05%
Beacon Pointe Advisors, LLC	30.59K	Mar 31, 26	+15.79K	0.05%
Aprio Wealth Management, LLC	30.31K	Mar 31, 26	+225	0.05%
Oregon Pacific Wealth Management, LLC	28.61K	Mar 31, 26	-2.83K	0.05%
McIlrath & Eck, LLC	28.48K	Mar 31, 26	+643	0.05%
Gradient Investments LLC	27.63K	Mar 31, 26	+302	0.04%
Keystone Financial Services	27.57K	Mar 31, 26	-7	0.04%
ENDEAVOR PRIVATE WEALTH, INC.	27.33K	Mar 31, 26	+14.25K	0.04%
Neumann Capital Management, LLC	26.25K	Mar 31, 26	+400	0.04%
UMB Bank, n.a.	25.73K	Mar 31, 26	--	0.04%
Savvy Advisors, Inc.	25.50K	Mar 31, 26	+10.53K	0.04%
TRUIST FINANCIAL CORP	25.22K	Mar 31, 26	+488	0.04%
Evergreen Private Wealth LLC	25.09K	Mar 31, 26	+5.29K	0.04%
Buckingham Strategic Partners	24.93K	Mar 31, 26	+147	0.04%
JB Capital LLC	23.80K	Mar 31, 26	-140	0.04%
BEACON FINANCIAL GROUP	23.57K	Mar 31, 26	+1.27K	0.04%
AMERICAN FINANCIAL & TAX STRATEGIES INC	23.44K	Mar 31, 26	+358	0.04%
EQ LLC	23.26K	Mar 31, 26	+2.77K	0.04%
Wells Financial Advisors INC	23.05K	Mar 31, 26	+700	0.04%
MBE Wealth Management, LLC	22.93K	Mar 31, 26	+3.64K	0.04%
Tempus Wealth Planning, LLC	22.82K	Mar 31, 26	-216	0.04%
Ascent Group, LLC	22.67K	Mar 31, 26	+555	0.04%
LexAurum Advisors, LLC	22.29K	Mar 31, 26	+22.29K	0.04%
Focus Financial Network, Inc.	21.97K	Mar 31, 26	+1.46K	0.04%
PROFFITT & GOODSON INC	21.58K	Mar 31, 26	--	0.03%
Peak Financial Management, Inc.	21.55K	Mar 31, 26	+1.78K	0.03%
CHOREO, LLC	20.59K	Mar 31, 26	+237	0.03%
Cornerstone Planning Group LLC	20.39K	Mar 31, 26	+20.12K	0.03%
Regal Investment Advisors LLC	20.36K	Mar 31, 26	-1.11K	0.03%
Golden State Wealth Management, LLC	19.71K	Mar 31, 26	+880	0.03%
U.S. Capital Wealth Advisors, LLC	19.58K	Mar 31, 26	+666	0.03%
Spectrum Planning & Advisory Services Inc.	19.56K	Mar 31, 26	-1.07K	0.03%
CI Private Wealth, LLC	19.25K	Mar 31, 26	-7.60K	0.03%
Capital Analysts, LLC	19.01K	Mar 31, 26	+69	0.03%
SAGESPRING WEALTH PARTNERS, LLC	18.88K	Mar 31, 26	+591	0.03%
American Money Management, LLC	18.84K	Mar 31, 26	-3.48K	0.03%
Bragg Financial Advisors, Inc	18.21K	Mar 31, 26	-818	0.03%
Colony Group, LLC	17.26K	Mar 31, 26	+2.75K	0.03%
Dynamic Advisor Solutions LLC	17.21K	Mar 31, 26	+2	0.03%
FSB PREMIER WEALTH MANAGEMENT, INC.	17.17K	Mar 31, 26	+2.82K	0.03%
Braun-Bostich & Associates Inc.	17.05K	Mar 31, 26	-696	0.03%
Capital Asset Advisory Services LLC	16.82K	Mar 31, 26	+3.40K	0.03%
WEDBUSH SECURITIES INC	16.52K	Mar 31, 26	+28	0.03%
Carr Financial Group Corp	16.14K	Mar 31, 26	+118	0.03%
Higgins & Schmidt Wealth Strategies LLC	16.06K	Mar 31, 26	+659	0.03%
Occidental Asset Management, LLC	15.63K	Mar 31, 26	+40	0.03%
Blue Edge Capital, LLC	15.52K	Mar 31, 26	-10.23K	0.03%
True Link Financial Advisors, LLC	15.51K	Mar 31, 26	+1.20K	0.03%
Buttonwood Financial Group, LLC	15.20K	Mar 31, 26	-614	0.02%
AE Wealth Management LLC	15.15K	Mar 31, 26	-3.34K	0.02%
Maia Wealth LLC	14.83K	Mar 31, 26	+59	0.02%
Larson Financial Group LLC	14.70K	Mar 31, 26	-274	0.02%
Holistic Planning, LLC	14.57K	Mar 31, 26	+390	0.02%
XY Planning Network, Inc.	14.38K	Mar 31, 26	+35	0.02%
FIFTH THIRD BANCORP	14.19K	Mar 31, 26	+14.19K	0.02%
Talisman Wealth Advisors LLC	14.09K	Mar 31, 26	-1.08K	0.02%
Five Pine Wealth Management	13.90K	Mar 31, 26	+866	0.02%
BENJAMIN EDWARDS INC	13.84K	Mar 31, 26	+755	0.02%
HARBOUR INVESTMENTS, INC.	13.73K	Mar 31, 26	+263	0.02%
Keener Financial Planning LLC	13.44K	Mar 31, 26	+26	0.02%
Tribridge Partners Financial LLC	13.36K	Mar 31, 26	--	0.02%
ABSOLUTE CAPITAL MANAGEMENT, LLC	13.21K	Mar 31, 26	+657	0.02%
WEALTHGARDEN F.S. LLC	12.71K	Mar 31, 26	+164	0.02%
Klaas Financial Asset Advisors, LLC	12.14K	Mar 31, 26	-137.38K	0.02%
Pine Valley Investments Ltd Liability Co	12.05K	Mar 31, 26	+55	0.02%
JFS WEALTH ADVISORS, LLC	12.01K	Mar 31, 26	+277	0.02%
Rockefeller Capital Management L.P.	12.01K	Mar 31, 26	+2.05K	0.02%
NOTTINGHAM ADVISORS, INC.	11.82K	Mar 31, 26	-60	0.02%
Baker Avenue Asset Management, LP	11.77K	Mar 31, 26	+186	0.02%
Centurion Wealth Management LLC	11.71K	Mar 31, 26	+1.16K	0.02%
Western Wealth Management, LLC	11.58K	Mar 31, 26	+64	0.02%
CFS Investment Advisory Services, LLC	11.20K	Mar 31, 26	+253	0.02%
WBH ADVISORY INC	10.96K	Mar 31, 26	+99	0.02%
Finley Financial, LLC	10.85K	Mar 31, 26	--	0.02%
RETIREMENT INCOME SOLUTIONS, INC	10.84K	Mar 31, 26	--	0.02%
PFG Advisors	10.81K	Mar 31, 26	-1.47K	0.02%
Independent Advisor Alliance	10.71K	Mar 31, 26	+10.71K	0.02%
Csenge Advisory Group	10.57K	Mar 31, 26	+10.57K	0.02%
Midwest Capital Advisors, LLC	10.42K	Mar 31, 26	+407	0.02%
Rockport Wealth LLC	10.33K	Mar 31, 26	+204	0.02%
Strategic Blueprint, LLC	10.03K	Mar 31, 26	-356	0.02%
Morton Brown Family Wealth, LLC	9.99K	Mar 31, 26	+2.42K	0.02%
Veridan Wealth LLC	9.92K	Mar 31, 26	-281	0.02%
Kingsview Wealth Management, LLC	9.84K	Mar 31, 26	-92	0.02%
WARNER FINANCIAL, INC	9.78K	Mar 31, 26	+31	0.02%
Advyzon Investment Management, LLC	9.71K	Mar 31, 26	-121	0.02%
SAX WEALTH ADVISORS, LLC	9.68K	Mar 31, 26	--	0.02%
LVW Advisors, LLC	9.46K	Mar 31, 26	+636	0.02%
Stratos Wealth Partners, LTD.	9.34K	Mar 31, 26	+697	0.02%
Capasso Planning Partners LLC	9.26K	Mar 31, 26	-264	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	9.24K	Mar 31, 26	--	0.01%
Kestra Investment Management, LLC	9.02K	Mar 31, 26	+150	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	8.86K	Mar 31, 26	-412	0.01%
Ashton Thomas Private Wealth, LLC	8.78K	Mar 31, 26	-1.76K	0.01%
Wharton Business Group, LLC	8.76K	Mar 31, 26	-430	0.01%
Perennial Investment Advisors, LLC	8.71K	Mar 31, 26	+8.71K	0.01%
MANNING & NAPIER ADVISORS LLC	8.12K	Mar 31, 26	-165	0.01%
BLAIR WILLIAM & CO/IL	7.55K	Mar 31, 26	-313	0.01%
Transamerica Financial Advisors, Inc.	6.79K	Mar 31, 26	+2.04K	0.01%
BlackRock, Inc.	6.44K	Mar 31, 26	+204	0.01%
Acropolis Investment Management, LLC	6.30K	Mar 31, 26	+6.30K	0.01%
Fairway Wealth LLC	6.30K	Mar 31, 26	+46	0.01%
MAI Capital Management	5.38K	Mar 31, 26	+107	0.01%
Financial Gravity Asset Management, Inc.	5.23K	Mar 31, 26	--	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	5.20K	Mar 31, 26	+5.20K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	4.80K	Mar 31, 26	-70	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	4.35K	Mar 31, 26	+533	0.01%
GGM Financials LLC	4.01K	Mar 31, 26	+29	0.01%
Gen-Wealth Partners Inc	3.74K	Mar 31, 26	+2.16K	0.01%
ST GERMAIN D J CO INC	3.35K	Mar 31, 26	--	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	3.31K	Mar 31, 26	+3.31K	0.01%
Aptus Capital Advisors, LLC	3.31K	Mar 31, 26	-98	0.01%
Millstone Evans Group, LLC	3.21K	Mar 31, 26	--	0.01%
Milestone Investment Advisors LLC	3.00K	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	2.79K	Mar 31, 26	+2.79K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	2.64K	Mar 31, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	2.41K	Mar 31, 26	+115	0.00%
Legacy Wealth Managment, LLC/ID	2.32K	Mar 31, 26	+227	0.00%
CITIGROUP INC	2.11K	Mar 31, 26	+42	0.00%
AMERIFLEX GROUP, INC.	2.06K	Mar 31, 26	+274	0.00%
Glassy Mountain Advisors, Inc.	2.01K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	1.95K	Mar 31, 26	--	0.00%
Centennial Bank/AR/	1.80K	Mar 31, 26	+200	0.00%
US BANCORP \DE\	1.69K	Mar 31, 26	+26	0.00%
NBT BANK N A /NY	1.14K	Mar 31, 26	+1.12K	0.00%
MATHER GROUP, LLC.	1.11K	Mar 31, 26	+1.11K	0.00%
IFP Advisors, Inc	1.09K	Mar 31, 26	-14	0.00%
Kilter Group LLC	1.09K	Mar 31, 26	+76	0.00%
Ritter Daniher Financial Advisory LLC / DE	1.05K	Mar 31, 26	+7	0.00%
Geneos Wealth Management Inc.	1.03K	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	1.01K	Mar 31, 26	+8	0.00%
Scarborough Advisors, LLC	902	Mar 31, 26	+7	0.00%
Crewe Advisors LLC	880	Mar 31, 26	+19	0.00%
Annis Gardner Whiting Capital Advisors, LLC	862	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	826	Mar 31, 26	+6	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	680	Mar 31, 26	+66	0.00%
FAS Wealth Partners, Inc.	669	Mar 31, 26	+31	0.00%
Archer Investment Corp	639	Mar 31, 26	--	0.00%
DT Investment Partners, LLC	638	Mar 31, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	545	Mar 31, 26	--	0.00%
MJT & Associates Financial Advisory Group, Inc.	434	Mar 31, 26	--	0.00%
Bangor Savings Bank	370	Mar 31, 26	--	0.00%
Community Bank, N.A.	146	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	139	Mar 31, 26	+85	0.00%
Raleigh Capital Management Inc.	138	Mar 31, 26	+138	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	131	Mar 31, 26	+122	0.00%
MASECO LLP	105	Mar 31, 26	--	0.00%
GW&K Investment Management, LLC	93	Mar 31, 26	+93	0.00%
Lodestone Wealth Management LLC	86	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	69	Mar 31, 26	-2.13K	0.00%
BARRETT & COMPANY, INC.	58	Mar 31, 26	--	0.00%
Triumph Capital Management	54	Mar 31, 26	-231	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	43	Mar 31, 26	-28	0.00%
Financial Life Planners	32	Mar 31, 26	+32	0.00%
Capital Investment Advisory Services, LLC	29	Mar 31, 26	+29	0.00%
Strategic Wealth Partners, Ltd.	1	Mar 31, 26	--	0.00%
TME FINANCIAL, INC.	--	Mar 31, 26	-8.69K	--
BESSEMER GROUP INC	--	Mar 31, 26	-3.37K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-25.39K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-13.41K	--
LIFE LINE WEALTH MANAGEMENT LLC	--	Mar 31, 26	-9.07K	--
BARINGS LLC	--	Mar 31, 26	-90.42K	--
NorthRock Partners, LLC	--	Mar 31, 26	-9.23K	--
Measured Wealth Private Client Group, LLC	--	Mar 31, 26	-31	--
Quadrature Capital Ltd	--	Mar 31, 26	-29.28K	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-12.27K	--
Level Financial Advisors, Inc.	--	Mar 31, 26	-9.20K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-488	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-5.44K	--
Two West Capital Advisors LLC	--	Mar 31, 26	-12.57K	--
RETIREMENT CAPITAL STRATEGIES	--	Mar 31, 26	-35.43K	--
Smartleaf Asset Management LLC	--	Mar 31, 26	-1.06K	--
WHITTIER TRUST CO	--	Mar 31, 26	-19	--
Camelot Portfolios, LLC	--	Mar 31, 26	-704	--
Spire Wealth Management	--	Mar 31, 26	-342	--
Long Run Wealth Advisors, LLC	156.77K	Dec 31, 25	+3.03K	0.25%
Austin Private Wealth, LLC	41.21K	Dec 31, 25	-434	0.07%
SageView Advisory Group, LLC	21.06K	Dec 31, 25	-3.62K	0.03%
COMERICA BANK	13.25K	Dec 31, 25	-884	0.02%
High Falls Advisors, Inc	9.26K	Dec 31, 25	+191	0.01%
Global Retirement Partners, LLC	3.27K	Dec 31, 25	+40	0.01%
CIBC Private Wealth Group, LLC	2.90K	Dec 31, 25	+2.81K	0.00%
TUCKER ASSET MANAGEMENT LLC	88	Dec 31, 25	+88	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.60K	--
Willow Creek Wealth Management Inc.	34.24K	Sep 30, 25	--	0.06%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	18.25K	Sep 30, 25	+370	0.03%
Copperleaf Capital, LLC	10.37K	Sep 30, 25	+1.62K	0.02%
DOHJ, LLC	116.64K	Jun 30, 25	-57.35K	0.19%
Elios Financial Group Inc.	59.82K	Jun 30, 25	-857	0.10%
AVANTAX ADVISORY SERVICES, INC.	45.00K	Jun 30, 25	+5.08K	0.07%
Atria Wealth Solutions, Inc.	25.45K	Jun 30, 25	-172.49K	0.04%
First Horizon Advisors, Inc.	23.38K	Jun 30, 25	+12.36K	0.04%
My Legacy Advisors, LLC	10.52K	Jun 30, 25	-1.70K	0.02%
Financial Gravity Companies, Inc.	5.32K	Jun 30, 25	+5.32K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2.75K	Jun 30, 25	+2.75K	0.00%
Orion Portfolio Solutions, LLC	32.75K	Mar 31, 25	+3.39K	0.05%
US FINANCIAL ADVISORS, LLC	22.23K	Mar 31, 25	+2.61K	0.04%
Maiden Cove Capital, LLC	15.48K	Dec 31, 24	-4.31K	0.03%
BOSTON FINANCIAL MANGEMENT LLC	12.48K	Dec 31, 24	+779	0.02%
Sugarloaf Wealth Management, LLC	299	Dec 31, 24	-9.03K	0.00%
Raymond James Financial Services Advisors, Inc.	167.43K	Sep 30, 24	+5.16K	0.27%
Diversified, LLC	21.49K	Sep 30, 24	+207	0.03%
RAYMOND JAMES TRUST N.A.	13.11K	Sep 30, 24	-5.70K	0.02%
RAYMOND JAMES & ASSOCIATES	9.72K	Sep 30, 24	-1.39K	0.02%
BlackRock Inc.	218.28K	Jun 30, 24	-239.61K	0.35%
TCWP LLC	41.56K	Jun 30, 24	-1.65K	0.07%
PAYDEN & RYGEL INVESTMENT GROUP	35.56K	Jun 30, 24	+4.86K	0.06%
BENJAMIN F. EDWARDS & COMPANY, INC.	6.51K	Jun 30, 24	-7	0.01%
Cetera Advisor Networks LLC	179.23K	Mar 31, 24	+4.69K	0.29%
Cetera Advisors LLC	100.21K	Mar 31, 24	+56.17K	0.16%
WEALTHSOURCE PARTNERS, LLC	97.78K	Dec 31, 23	-3.50K	0.16%
Adroit Compliance, LLC	92.70K	Dec 31, 23	+92.70K	0.15%
DFPG INVESTMENTS, LLC	56.44K	Dec 31, 23	-6.38K	0.09%
FOCUS FINANCIAL NETWORK INC /ADV	14.05K	Dec 31, 23	+14.05K	0.02%
WADE G W & INC	11.43K	Dec 31, 23	+411	0.02%
COMERICA SECURITIES,INC.	16.36K	Sep 30, 23	-1.81K	0.03%
PFS INVESTMENTS INC.	348.16K	Jun 30, 23	-4.16K	0.56%
Financial Architects, Inc	--	Jun 30, 23	-8.96K	--
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-204	--
Baldrige Asset Management LLC	12.80K	Mar 31, 23	-86	0.02%
TRUSTCORE FINANCIAL SERVICES, LLC	850	Dec 31, 22	--	0.00%
Burleson & Company, LLC	35	Dec 31, 22	+35	0.00%
EATON VANCE MANAGEMENT	15.21K	Sep 30, 22	-130	0.02%
American Portfolios Advisors	1.99K	Sep 30, 22	+339	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-927	--
People's United Financial, Inc.	77.20K	Mar 31, 22	-29.31K	0.12%
Karn, Couzens & Associates, Inc.	--	Mar 31, 22	-7.66K	--
QUEST CAPITAL MANAGEMENT INC /ADV	9.55K	Dec 31, 21	--	0.02%
NEXT Financial Group, Inc	2.11K	Dec 31, 21	+1.29K	0.00%
C-J Advisory, Inc.	53.85K	Sep 30, 21	+323	0.09%
Harborview Advisors, LLC	26.57K	Sep 30, 21	+335	0.04%
Ameritas Investment Company, LLC	7.62K	Sep 30, 21	+7.62K	0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV	1.03K	Dec 31, 20	-63	0.00%
Winslow, Evans & Crocker, Inc.	335	Dec 31, 20	+335	0.00%
First Allied Advisory Services, Inc.	21.77K	Sep 30, 20	+6.37K	0.04%
LifePlan Financial Group, Inc	759	Sep 30, 20	--	0.00%
SHINE INVESTMENT ADVISORY SERVICES INC	600	Sep 30, 20	--	0.00%
Watson Rebecca	--	Sep 30, 20	-200	--
Advisor Group, Inc.	15.56K	Dec 31, 19	+9.99K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.07K	Dec 31, 19	+2.93K	0.02%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	1.20K	Sep 30, 19	--	0.00%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

9.93M

Mar 31, 26

+465.19K

16.04%

JPMORGAN CHASE & CO

4.55M

Mar 31, 26

+63.68K

7.35%

Wealthfront Advisers LLC

3.63M

Mar 31, 26

-58.95K

5.87%

LPL Financial LLC

3.34M

Mar 31, 26

+262.75K

5.40%

UBS Group AG

3.17M

Mar 31, 26

+2.77M

5.13%

Envestnet Portfolio Solutions, Inc.

2.16M

Mar 31, 26

+39.03K

3.49%

AMERIPRISE FINANCIAL INC

1.62M

Mar 31, 26

-30.88K

2.62%

Betterment LLC

1.59M

Mar 31, 26

-8.79K

2.58%

Creative Planning

1.31M

Mar 31, 26

+77.46K

2.12%

FMR LLC

1.06M

Mar 31, 26

+131.20K

1.72%

Acorns Advisers, LLC

1.03M

Mar 31, 26

+7.67K

1.66%

Cetera Investment Advisers

928.33K

Mar 31, 26

+6.35K

1.50%

MORGAN STANLEY

861.16K

Mar 31, 26

+25.62K

1.39%

Fisher Asset Management, LLC

832.85K

Mar 31, 26

+37.94K

1.35%

CWM, LLC

818.82K

Mar 31, 26

+152.71K

1.32%

PARK AVENUE SECURITIES LLC

741.79K

Mar 31, 26

+11.15K

1.20%

IMPACTfolio, LLC

603.40K

Mar 31, 26

+30.60K

0.98%

UBS ASSET MANAGEMENT AMERICAS INC

571.62K

Mar 31, 26

+509.83K

0.92%

MML INVESTORS SERVICES, LLC

469.32K

Mar 31, 26

+11.37K

0.76%

WELLS FARGO & COMPANY/MN

464.98K

Mar 31, 26

+50.93K

0.75%

Bank of New York Mellon Corp

433.36K

Mar 31, 26

+81.36K

0.70%

BANK OF AMERICA CORP /DE/

383.28K

Mar 31, 26

+4.07K

0.62%

ASSETMARK, INC

351.11K

Mar 31, 26

+46.61K

0.57%

ROYAL BANK OF CANADA

320.25K

Mar 31, 26

+42.72K

0.52%

One Wealth Advisors, LLC

318.54K

Mar 31, 26

+3.40K

0.51%

Avise Financial Cooperative, Inc.

314.45K

Mar 31, 26

+28.25K

0.51%

RAYMOND JAMES FINANCIAL INC

272.82K

Mar 31, 26

-145.73K

0.44%

Cambridge Investment Research Advisors, Inc.

271.61K

Mar 31, 26

+1.57K

0.44%

Janney Montgomery Scott LLC

268.19K

Mar 31, 26

+14.34K

0.43%

Financial Engines Advisors L.L.C.

262.62K

Mar 31, 26

-55.23K

0.42%

Perigon Wealth Management, LLC

252.77K

Mar 31, 26

+1.85K

0.41%

Archer Investment Management, LLC

244.40K

Mar 31, 26

+192.34K

0.39%

THRIVENT FINANCIAL FOR LUTHERANS

243.19K

Mar 31, 26

-4.60K

0.39%

Invera Wealth Advisors, LLC

243.09K

Mar 31, 26

+7.12K

0.39%

Resources Investment Advisors, LLC.

239.27K

Mar 31, 26

+50.32K

0.39%

Equitable Holdings, Inc.

222.98K

Mar 31, 26

+18.08K

0.36%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

210.40K

Mar 31, 26

-1.49K

0.34%

FLPUTNAM INVESTMENT MANAGEMENT CO

205.63K

Mar 31, 26

-4.53K

0.33%

Colorado Capital Management, Inc.

204.82K

Mar 31, 26

+9.91K

0.33%

Horst & Graben Wealth Management LLC

202.38K

Mar 31, 26

+1.28K

0.33%

COMMONWEALTH EQUITY SERVICES, LLC

190.28K

Mar 31, 26

-13.42K

0.31%

Miracle Mile Advisors, LLC

184.36K

Mar 31, 26

+5.82K

0.30%

Sharkey, Howes & Javer

181.36K

Mar 31, 26

+3.70K

0.29%

MERCER GLOBAL ADVISORS INC /ADV

180.94K

Mar 31, 26

+136.83K

0.29%

NewEdge Advisors, LLC

155.87K

Mar 31, 26

+51.50K

0.25%

WESBANCO BANK INC

155.70K

Mar 31, 26

-1.70K

0.25%

GeoWealth Management, LLC

144.27K

Mar 31, 26

+776

0.23%

Merit Financial Group, LLC

127.39K

Mar 31, 26

+26.36K

0.21%

Facet Wealth, Inc.

121.07K

Mar 31, 26

+5.12K

0.20%

Savant Capital, LLC

121.05K

Mar 31, 26

-7.65K

0.20%

Allworth Financial LP

120.71K

Mar 31, 26

-861

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

98.58K

Mar 31, 26

+98.58K

0.16%

SigFig Wealth Management, LLC

98.45K

Mar 31, 26

+3.27K

0.16%

Summit Wealth Group, LLC

96.65K

Mar 31, 26

+2.02K

0.16%

Brookstone Capital Management

91.24K

Mar 31, 26

+2.73K

0.15%

Topel & Distasi Wealth Management, LLC

91.15K

Mar 31, 26

+1.77K

0.15%

Gateway Wealth Partners, LLC

86.14K

Mar 31, 26

+63.34K

0.14%

FIDUCIARY TRUST CO

83.85K

Mar 31, 26

+5.09K

0.14%

Rossby Financial, LCC

80.98K

Mar 31, 26

-38.04K

0.13%

Steward Partners Investment Advisory, LLC

77.58K

Mar 31, 26

+5.12K

0.13%

Sanctuary Advisors, LLC

76.67K

Mar 31, 26

+698

0.12%

ADVISOR GROUP HOLDINGS, INC.

75.67K

Mar 31, 26

-7.55K

0.12%

Brinker Capital Investments, LLC

74.72K

Mar 31, 26

+3.18K

0.12%

Concurrent Investment Advisors, LLC

74.50K

Mar 31, 26

+18.03K

0.12%

CITADEL ADVISORS LLC

73.61K

Mar 31, 26

+73.61K

0.12%

HSBC HOLDINGS PLC

72.50K

Mar 31, 26

+4.23K

0.12%

BIRCHBROOK, INC.

72.18K

Mar 31, 26

+2.62K

0.12%

Charter Oak Capital Management, LLC

70.98K

Mar 31, 26

-2.26K

0.11%

Investor's Fiduciary Advisor Network, LLC

69.75K

Mar 31, 26

-11

0.11%

Farther Finance Advisors, LLC

68.94K

Mar 31, 26

+15.91K

0.11%

HighTower Advisors, LLC

68.25K

Mar 31, 26

+3.74K

0.11%

Integrated Wealth Concepts LLC

65.30K

Mar 31, 26

+29.50K

0.11%

RFG Advisory, LLC

63.94K

Mar 31, 26

-804

0.10%

Advisory Services Network, LLC

62.98K

Mar 31, 26

-1.56K

0.10%

SCHMIDT P J INVESTMENT MANAGEMENT INC

62.03K

Mar 31, 26

+1.09K

0.10%

MGO ONE SEVEN LLC

60.26K

Mar 31, 26

+4.73K

0.10%

Pensionmark Financial Group, LLC

59.78K

Mar 31, 26

+2.74K

0.10%

Skyline Advisors, Inc.

58.12K

Mar 31, 26

+58.12K

0.09%

JNBA Financial Advisors

57.93K

Mar 31, 26

+2.89K

0.09%

SOFI WEALTH, LLC

56.39K

Mar 31, 26

+12.34K

0.09%

WealthShield Partners, LLC

55.07K

Mar 31, 26

+4.84K

0.09%

DIVERSIFY WEALTH MANAGEMENT, LLC

54.60K

Mar 31, 26

+20.69K

0.09%

Cerity Partners LLC

54.27K

Mar 31, 26

+54.27K

0.09%

RCS Financial Planning, LLC

54.10K

Mar 31, 26

+1.61K

0.09%

Affinity Capital Advisors, LLC

54.06K

Mar 31, 26

-2.61K

0.09%

One Capital Management, LLC

53.08K

Mar 31, 26

+5.87K

0.09%

Private Wealth Management Group, LLC

52.14K

Mar 31, 26

+1.28K

0.08%

LifePlan Investment Advisors, Inc.

51.36K

Mar 31, 26

+2.07K

0.08%

Trilogy Capital Inc.

49.80K

Mar 31, 26

+3.50K

0.08%

Kestra Advisory Services, LLC

48.96K

Mar 31, 26

+8.26K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

48.61K

Mar 31, 26

+7.71K

0.08%

EverSource Wealth Advisors, LLC

48.10K

Mar 31, 26

+2.77K

0.08%

THEORY FINANCIAL LLC

47.39K

Mar 31, 26

+3.90K

0.08%

Vision Capital Management, Inc.

46.63K

Mar 31, 26

+489

0.08%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

45.85K

Mar 31, 26

+647

0.07%

White Lighthouse Investment Management Inc.

44.59K

Mar 31, 26

+963

0.07%

Mariner, LLC

44.42K

Mar 31, 26

+14.61K

0.07%

Wealth Alliance

41.75K

Mar 31, 26

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

41.26K

Mar 31, 26

+2.78K

0.07%

CAPTRUST FINANCIAL ADVISORS

41.15K

Mar 31, 26

+3.64K

0.07%

Ameritas Investment Partners, Inc.

39.72K

Mar 31, 26

+1.85K

0.06%

STIFEL FINANCIAL CORP

39.21K

Mar 31, 26

-5.31K

0.06%

Catalytic Wealth RIA, LLC

38.90K

Mar 31, 26

+2.15K

0.06%

STOCK YARDS BANK & TRUST CO

38.53K

Mar 31, 26

+2.40K

0.06%

Schneider Downs Wealth Management Advisors, LP

38.31K

Mar 31, 26

+554

0.06%

Sequoia Financial Advisors, LLC

38.07K

Mar 31, 26

-11.76K

0.06%

LIFELONG WEALTH ADVISORS, INC.

37.72K

Mar 31, 26

+178

0.06%

JONES FINANCIAL COMPANIES LLLP

36.71K

Mar 31, 26

+9.71K

0.06%

Hoxton Planning & Management, LLC

35.87K

Mar 31, 26

+5.95K

0.06%

PAYDEN & RYGEL

35.56K

Mar 31, 26

0.06%

Van Hulzen Asset Management, LLC

34.31K

Mar 31, 26

0.06%

Adviser Investments LLC

33.55K

Mar 31, 26

+22.30K

0.05%

Continuum Advisory, LLC

32.98K

Mar 31, 26

-119

0.05%

MA Private Wealth

32.70K

Mar 31, 26

0.05%

Patriot Financial Group Insurance Agency, LLC

32.48K

Mar 31, 26

+16.33K

0.05%

Venturi Wealth Management, LLC

31.97K

Mar 31, 26

+8.77K

0.05%

ONE WEALTH CAPITAL MANAGEMENT, LLC

31.31K

Mar 31, 26

+425

0.05%

Atria Investments, Inc

30.88K

Mar 31, 26

+1.27K

0.05%

Traveka Wealth, LLC

30.65K

Mar 31, 26

+742

0.05%

Beacon Pointe Advisors, LLC

30.59K

Mar 31, 26

+15.79K

0.05%

Aprio Wealth Management, LLC

30.31K

Mar 31, 26

+225

0.05%

Oregon Pacific Wealth Management, LLC

28.61K

Mar 31, 26

-2.83K

0.05%

McIlrath & Eck, LLC

28.48K

Mar 31, 26

+643

0.05%

Gradient Investments LLC

27.63K

Mar 31, 26

+302

0.04%

Keystone Financial Services

27.57K

Mar 31, 26

-7

0.04%

ENDEAVOR PRIVATE WEALTH, INC.

27.33K

Mar 31, 26

+14.25K

0.04%

Neumann Capital Management, LLC

26.25K

Mar 31, 26

+400

0.04%

UMB Bank, n.a.

25.73K

Mar 31, 26

0.04%

Savvy Advisors, Inc.

25.50K

Mar 31, 26

+10.53K

0.04%

TRUIST FINANCIAL CORP

25.22K

Mar 31, 26

+488

0.04%

Evergreen Private Wealth LLC

25.09K

Mar 31, 26

+5.29K

0.04%

Buckingham Strategic Partners

24.93K

Mar 31, 26

+147

0.04%

JB Capital LLC

23.80K

Mar 31, 26

-140

0.04%

BEACON FINANCIAL GROUP

23.57K

Mar 31, 26

+1.27K

0.04%

AMERICAN FINANCIAL & TAX STRATEGIES INC

23.44K

Mar 31, 26

+358

0.04%

EQ LLC

23.26K

Mar 31, 26

+2.77K

0.04%

Wells Financial Advisors INC

23.05K

Mar 31, 26

+700

0.04%

MBE Wealth Management, LLC

22.93K

Mar 31, 26

+3.64K

0.04%

Tempus Wealth Planning, LLC

22.82K

Mar 31, 26

-216

0.04%

Ascent Group, LLC

22.67K

Mar 31, 26

+555

0.04%

LexAurum Advisors, LLC

22.29K

Mar 31, 26

+22.29K

0.04%

Focus Financial Network, Inc.

21.97K

Mar 31, 26

+1.46K

0.04%

PROFFITT & GOODSON INC

21.58K

Mar 31, 26

0.03%

Peak Financial Management, Inc.

21.55K

Mar 31, 26

+1.78K

0.03%

CHOREO, LLC

20.59K

Mar 31, 26

+237

0.03%

Cornerstone Planning Group LLC

20.39K

Mar 31, 26

+20.12K

0.03%

Regal Investment Advisors LLC

20.36K

Mar 31, 26

-1.11K

0.03%

Golden State Wealth Management, LLC

19.71K

Mar 31, 26

+880

0.03%

U.S. Capital Wealth Advisors, LLC

19.58K

Mar 31, 26

+666

0.03%

Spectrum Planning & Advisory Services Inc.

19.56K

Mar 31, 26

-1.07K

0.03%

CI Private Wealth, LLC

19.25K

Mar 31, 26

-7.60K

0.03%

Capital Analysts, LLC

19.01K

Mar 31, 26

+69

0.03%

SAGESPRING WEALTH PARTNERS, LLC

18.88K

Mar 31, 26

+591

0.03%

American Money Management, LLC

18.84K

Mar 31, 26

-3.48K

0.03%

Bragg Financial Advisors, Inc

18.21K

Mar 31, 26

-818

0.03%

Colony Group, LLC

17.26K

Mar 31, 26

+2.75K

0.03%

Dynamic Advisor Solutions LLC

17.21K

Mar 31, 26

0.03%

FSB PREMIER WEALTH MANAGEMENT, INC.

17.17K

Mar 31, 26

+2.82K

0.03%

Braun-Bostich & Associates Inc.

17.05K

Mar 31, 26

-696

0.03%

Capital Asset Advisory Services LLC

16.82K

Mar 31, 26

+3.40K

0.03%

WEDBUSH SECURITIES INC

16.52K

Mar 31, 26

+28

0.03%

Carr Financial Group Corp

16.14K

Mar 31, 26

+118

0.03%

Higgins & Schmidt Wealth Strategies LLC

16.06K

Mar 31, 26

+659

0.03%

Occidental Asset Management, LLC

15.63K

Mar 31, 26

+40

0.03%

Blue Edge Capital, LLC

15.52K

Mar 31, 26

-10.23K

0.03%

True Link Financial Advisors, LLC

15.51K

Mar 31, 26

+1.20K

0.03%

Buttonwood Financial Group, LLC

15.20K

Mar 31, 26

-614

0.02%

AE Wealth Management LLC

15.15K

Mar 31, 26

-3.34K

0.02%

Maia Wealth LLC

14.83K

Mar 31, 26

+59

0.02%

Larson Financial Group LLC

14.70K

Mar 31, 26

-274

0.02%

Holistic Planning, LLC

14.57K

Mar 31, 26

+390

0.02%

XY Planning Network, Inc.

14.38K

Mar 31, 26

+35

0.02%

FIFTH THIRD BANCORP

14.19K

Mar 31, 26

+14.19K

0.02%

Talisman Wealth Advisors LLC

14.09K

Mar 31, 26

-1.08K

0.02%

Five Pine Wealth Management

13.90K

Mar 31, 26

+866

0.02%

BENJAMIN EDWARDS INC

13.84K

Mar 31, 26

+755

0.02%

HARBOUR INVESTMENTS, INC.

13.73K

Mar 31, 26

+263

0.02%

Keener Financial Planning LLC

13.44K

Mar 31, 26

+26

0.02%

Tribridge Partners Financial LLC

13.36K

Mar 31, 26

0.02%

ABSOLUTE CAPITAL MANAGEMENT, LLC

13.21K

Mar 31, 26

+657

0.02%

WEALTHGARDEN F.S. LLC

12.71K

Mar 31, 26

+164

0.02%

Klaas Financial Asset Advisors, LLC

12.14K

Mar 31, 26

-137.38K

0.02%

Pine Valley Investments Ltd Liability Co

12.05K

Mar 31, 26

+55

0.02%

JFS WEALTH ADVISORS, LLC

12.01K

Mar 31, 26

+277

0.02%

Rockefeller Capital Management L.P.

12.01K

Mar 31, 26

+2.05K

0.02%

NOTTINGHAM ADVISORS, INC.

11.82K

Mar 31, 26

-60

0.02%

Baker Avenue Asset Management, LP

11.77K

Mar 31, 26

+186

0.02%

Centurion Wealth Management LLC

11.71K

Mar 31, 26

+1.16K

0.02%

Western Wealth Management, LLC

11.58K

Mar 31, 26

+64

0.02%

CFS Investment Advisory Services, LLC

11.20K

Mar 31, 26

+253

0.02%

WBH ADVISORY INC

10.96K

Mar 31, 26

+99

0.02%

Finley Financial, LLC

10.85K

Mar 31, 26

0.02%

RETIREMENT INCOME SOLUTIONS, INC

10.84K

Mar 31, 26

0.02%

PFG Advisors

10.81K

Mar 31, 26

-1.47K

0.02%

Independent Advisor Alliance

10.71K

Mar 31, 26

+10.71K

0.02%

Csenge Advisory Group

10.57K

Mar 31, 26

+10.57K

0.02%

Midwest Capital Advisors, LLC

10.42K

Mar 31, 26

+407

0.02%

Rockport Wealth LLC

10.33K

Mar 31, 26

+204

0.02%

Strategic Blueprint, LLC

10.03K

Mar 31, 26

-356

0.02%

Morton Brown Family Wealth, LLC

9.99K

Mar 31, 26

+2.42K

0.02%

Veridan Wealth LLC

9.92K

Mar 31, 26

-281

0.02%

Kingsview Wealth Management, LLC

9.84K

Mar 31, 26

-92

0.02%

WARNER FINANCIAL, INC

9.78K

Mar 31, 26

+31

0.02%

Advyzon Investment Management, LLC

9.71K

Mar 31, 26

-121

0.02%

SAX WEALTH ADVISORS, LLC

9.68K

Mar 31, 26

0.02%

LVW Advisors, LLC

9.46K

Mar 31, 26

+636

0.02%

Stratos Wealth Partners, LTD.

9.34K

Mar 31, 26

+697

0.02%

Capasso Planning Partners LLC

9.26K

Mar 31, 26

-264

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

9.24K

Mar 31, 26

0.01%

Kestra Investment Management, LLC

9.02K

Mar 31, 26

+150

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

8.86K

Mar 31, 26

-412

0.01%

Ashton Thomas Private Wealth, LLC

8.78K

Mar 31, 26

-1.76K

0.01%

Wharton Business Group, LLC

8.76K

Mar 31, 26

-430

0.01%

Perennial Investment Advisors, LLC

8.71K

Mar 31, 26

+8.71K

0.01%

MANNING & NAPIER ADVISORS LLC

8.12K

Mar 31, 26

-165

0.01%

BLAIR WILLIAM & CO/IL

7.55K

Mar 31, 26

-313

0.01%

Transamerica Financial Advisors, Inc.

6.79K

Mar 31, 26

+2.04K

0.01%

BlackRock, Inc.

6.44K

Mar 31, 26

+204

0.01%

Acropolis Investment Management, LLC

6.30K

Mar 31, 26

+6.30K

0.01%

Fairway Wealth LLC

6.30K

Mar 31, 26

+46

0.01%

MAI Capital Management

5.38K

Mar 31, 26

+107

0.01%

Financial Gravity Asset Management, Inc.

5.23K

Mar 31, 26

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

5.20K

Mar 31, 26

+5.20K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

4.80K

Mar 31, 26

-70

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

4.35K

Mar 31, 26

+533

0.01%

GGM Financials LLC

4.01K

Mar 31, 26

+29

0.01%

Gen-Wealth Partners Inc

3.74K

Mar 31, 26

+2.16K

0.01%

ST GERMAIN D J CO INC

3.35K

Mar 31, 26

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

3.31K

Mar 31, 26

+3.31K

0.01%

Aptus Capital Advisors, LLC

3.31K

Mar 31, 26

-98

0.01%

Millstone Evans Group, LLC

3.21K

Mar 31, 26

0.01%

Milestone Investment Advisors LLC

3.00K

Mar 31, 26

0.00%

American Capital Advisory, LLC

2.79K

Mar 31, 26

+2.79K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

2.64K

Mar 31, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

2.41K

Mar 31, 26

+115

0.00%

Legacy Wealth Managment, LLC/ID

2.32K

Mar 31, 26

+227

0.00%

CITIGROUP INC

2.11K

Mar 31, 26

+42

0.00%

AMERIFLEX GROUP, INC.

2.06K

Mar 31, 26

+274

0.00%

Glassy Mountain Advisors, Inc.

2.01K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

1.95K

Mar 31, 26

0.00%

Centennial Bank/AR/

1.80K

Mar 31, 26

+200

0.00%

US BANCORP \DE\

1.69K

Mar 31, 26

+26

0.00%

NBT BANK N A /NY

1.14K

Mar 31, 26

+1.12K

0.00%

MATHER GROUP, LLC.

1.11K

Mar 31, 26

+1.11K

0.00%

IFP Advisors, Inc

1.09K

Mar 31, 26

-14

0.00%

Kilter Group LLC

1.09K

Mar 31, 26

+76

0.00%

Ritter Daniher Financial Advisory LLC / DE

1.05K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

1.03K

Mar 31, 26

0.00%

North Star Investment Management Corp.

1.01K

Mar 31, 26

0.00%

Scarborough Advisors, LLC

902

Mar 31, 26

0.00%

Crewe Advisors LLC

880

Mar 31, 26

+19

0.00%

Annis Gardner Whiting Capital Advisors, LLC

862

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

826

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

680

Mar 31, 26

+66

0.00%

FAS Wealth Partners, Inc.

669

Mar 31, 26

+31

0.00%

Archer Investment Corp

639

Mar 31, 26

0.00%

DT Investment Partners, LLC

638

Mar 31, 26

0.00%

1 NORTH WEALTH SERVICES LLC

545

Mar 31, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

434

Mar 31, 26

0.00%

Bangor Savings Bank

370

Mar 31, 26

0.00%

Community Bank, N.A.

146

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

139

Mar 31, 26

+85

0.00%

Raleigh Capital Management Inc.

138

Mar 31, 26

+138

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

131

Mar 31, 26

+122

0.00%

MASECO LLP

105

Mar 31, 26

0.00%

GW&K Investment Management, LLC

Mar 31, 26

+93

0.00%

Lodestone Wealth Management LLC

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

-2.13K

0.00%

BARRETT & COMPANY, INC.

Mar 31, 26

0.00%

Triumph Capital Management

Mar 31, 26

-231

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-28

0.00%

Financial Life Planners

Mar 31, 26

+32

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

+29

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

TME FINANCIAL, INC.

Mar 31, 26

-8.69K

BESSEMER GROUP INC

Mar 31, 26

-3.37K

Diversify Advisory Services, LLC

Mar 31, 26

-25.39K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-13.41K

LIFE LINE WEALTH MANAGEMENT LLC

Mar 31, 26

-9.07K

BARINGS LLC

Mar 31, 26

-90.42K

NorthRock Partners, LLC

Mar 31, 26

-9.23K

Measured Wealth Private Client Group, LLC

Mar 31, 26

-31

Quadrature Capital Ltd

Mar 31, 26

-29.28K

FIRST TRUST ADVISORS LP

Mar 31, 26

-12.27K

Level Financial Advisors, Inc.

Mar 31, 26

-9.20K

Qube Research & Technologies Ltd

Mar 31, 26

-488

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-5.44K

Two West Capital Advisors LLC

Mar 31, 26

-12.57K

RETIREMENT CAPITAL STRATEGIES

Mar 31, 26

-35.43K

Smartleaf Asset Management LLC

Mar 31, 26

-1.06K

WHITTIER TRUST CO

Mar 31, 26

-19

Camelot Portfolios, LLC

Mar 31, 26

-704

Spire Wealth Management

Mar 31, 26

-342

Long Run Wealth Advisors, LLC

156.77K

Dec 31, 25

+3.03K

0.25%

Austin Private Wealth, LLC

41.21K

Dec 31, 25

-434

0.07%

SageView Advisory Group, LLC

21.06K

Dec 31, 25

-3.62K

0.03%

COMERICA BANK

13.25K

Dec 31, 25

-884

0.02%

High Falls Advisors, Inc

9.26K

Dec 31, 25

+191

0.01%

Global Retirement Partners, LLC

3.27K

Dec 31, 25

+40

0.01%

CIBC Private Wealth Group, LLC

2.90K

Dec 31, 25

+2.81K

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+88

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.60K

Willow Creek Wealth Management Inc.

34.24K

Sep 30, 25

0.06%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

18.25K

Sep 30, 25

+370

0.03%

Copperleaf Capital, LLC

10.37K

Sep 30, 25

+1.62K

0.02%

DOHJ, LLC

116.64K

Jun 30, 25

-57.35K

0.19%

Elios Financial Group Inc.

59.82K

Jun 30, 25

-857

0.10%

AVANTAX ADVISORY SERVICES, INC.

45.00K

Jun 30, 25

+5.08K

0.07%

Atria Wealth Solutions, Inc.

25.45K

Jun 30, 25

-172.49K

0.04%

First Horizon Advisors, Inc.

23.38K

Jun 30, 25

+12.36K

0.04%

My Legacy Advisors, LLC

10.52K

Jun 30, 25

-1.70K

0.02%

Financial Gravity Companies, Inc.

5.32K

Jun 30, 25

+5.32K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

2.75K

Jun 30, 25

+2.75K

0.00%

Orion Portfolio Solutions, LLC

32.75K

Mar 31, 25

+3.39K

0.05%

US FINANCIAL ADVISORS, LLC

22.23K

Mar 31, 25

+2.61K

0.04%

Maiden Cove Capital, LLC

15.48K

Dec 31, 24

-4.31K

0.03%

BOSTON FINANCIAL MANGEMENT LLC

12.48K

Dec 31, 24

+779

0.02%

Sugarloaf Wealth Management, LLC

299

Dec 31, 24

-9.03K

0.00%

Raymond James Financial Services Advisors, Inc.

167.43K

Sep 30, 24

+5.16K

0.27%

Diversified, LLC

21.49K

Sep 30, 24

+207

0.03%

RAYMOND JAMES TRUST N.A.

13.11K

Sep 30, 24

-5.70K

0.02%

RAYMOND JAMES & ASSOCIATES

9.72K

Sep 30, 24

-1.39K

0.02%

BlackRock Inc.

218.28K

Jun 30, 24

-239.61K

0.35%

TCWP LLC

41.56K

Jun 30, 24

-1.65K

0.07%

PAYDEN & RYGEL INVESTMENT GROUP

35.56K

Jun 30, 24

+4.86K

0.06%

BENJAMIN F. EDWARDS & COMPANY, INC.

6.51K

Jun 30, 24

-7

0.01%

Cetera Advisor Networks LLC

179.23K

Mar 31, 24

+4.69K

0.29%

Cetera Advisors LLC

100.21K

Mar 31, 24

+56.17K

0.16%

WEALTHSOURCE PARTNERS, LLC

97.78K

Dec 31, 23

-3.50K

0.16%

Adroit Compliance, LLC

92.70K

Dec 31, 23

+92.70K

0.15%

DFPG INVESTMENTS, LLC

56.44K

Dec 31, 23

-6.38K

0.09%

FOCUS FINANCIAL NETWORK INC /ADV

14.05K

Dec 31, 23

+14.05K

0.02%

WADE G W & INC

11.43K

Dec 31, 23

+411

0.02%

COMERICA SECURITIES,INC.

16.36K

Sep 30, 23

-1.81K

0.03%

PFS INVESTMENTS INC.

348.16K

Jun 30, 23

-4.16K

0.56%

Financial Architects, Inc

Jun 30, 23

-8.96K

BerganKDV Wealth Management, LLC

Jun 30, 23

-204

Baldrige Asset Management LLC

12.80K

Mar 31, 23

-86

0.02%

TRUSTCORE FINANCIAL SERVICES, LLC

850

Dec 31, 22

0.00%

Burleson & Company, LLC

Dec 31, 22

+35

0.00%

EATON VANCE MANAGEMENT

15.21K

Sep 30, 22

-130

0.02%

American Portfolios Advisors

1.99K

Sep 30, 22

+339

0.00%

Private Capital Group, LLC

Jun 30, 22

-927

People's United Financial, Inc.

77.20K

Mar 31, 22

-29.31K

0.12%

Karn, Couzens & Associates, Inc.

Mar 31, 22

-7.66K

QUEST CAPITAL MANAGEMENT INC /ADV

9.55K

Dec 31, 21

0.02%

NEXT Financial Group, Inc

2.11K

Dec 31, 21

+1.29K

0.00%

C-J Advisory, Inc.

53.85K

Sep 30, 21

+323

0.09%

Harborview Advisors, LLC

26.57K

Sep 30, 21

+335

0.04%

Ameritas Investment Company, LLC

7.62K

Sep 30, 21

+7.62K

0.01%

ROWLAND CARMICHAEL ADVISORS INC /ADV

1.03K

Dec 31, 20

-63

0.00%

Winslow, Evans & Crocker, Inc.

335

Dec 31, 20

+335

0.00%

First Allied Advisory Services, Inc.

21.77K

Sep 30, 20

+6.37K

0.04%

LifePlan Financial Group, Inc

759

Sep 30, 20

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

600

Sep 30, 20

0.00%

Watson Rebecca

Sep 30, 20

-200

Advisor Group, Inc.

15.56K

Dec 31, 19

+9.99K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.07K

Dec 31, 19

+2.93K

0.02%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

1.20K

Sep 30, 19

0.00%