iShares ESG MSCI USA Leaders ETF(SUSL)

$137.32—

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iShares ESG MSCI USA Leaders ETF(SUSL)

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$137.32—

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SUSL(SUSL)

SUSL

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 230 Institutional Holders

Holder	Shares	Date	Change	% Held
Bank of Italy	887.78K	Jun 30, 26	--	10.39%
MERCER GLOBAL ADVISORS INC /ADV	681.99K	Jun 30, 26	-24.85K	7.98%
FMR LLC	485.26K	Jun 30, 26	+29.99K	5.68%
JPMORGAN CHASE & CO	422.64K	Jun 30, 26	-20.37K	4.94%
ROYAL BANK OF CANADA	381.50K	Jun 30, 26	+4.76K	4.46%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	201.36K	Jun 30, 26	-799	2.36%
Creative Planning	198.80K	Jun 30, 26	-6.55K	2.33%
Allworth Financial LP	193.40K	Jun 30, 26	+2.59K	2.26%
Ellevest, Inc.	163.22K	Jun 30, 26	+7.21K	1.91%
Pathstone Holdings, LLC	145.17K	Jun 30, 26	+30.71K	1.70%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	86.46K	Jun 30, 26	+4.12K	1.01%
Trilogy Capital Inc.	80.90K	Jun 30, 26	+2.83K	0.95%
Sanctuary Advisors, LLC	78.92K	Jun 30, 26	-707	0.92%
Resources Investment Advisors, LLC.	77.82K	Jun 30, 26	+562	0.91%
Robertson Stephens Wealth Management, LLC	77.74K	Jun 30, 26	-2.33K	0.91%
BANK OF AMERICA CORP /DE/	64.88K	Jun 30, 26	+2.62K	0.76%
One Wealth Advisors, LLC	61.60K	Jun 30, 26	-206	0.72%
Quantinno Capital Management LP	50.17K	Jun 30, 26	+25.00K	0.59%
BLUESTEM FINANCIAL ADVISORS, LLC	50.13K	Jun 30, 26	+858	0.59%
SK Wealth Management, LLC	49.43K	Jun 30, 26	-1.39K	0.58%
COMMONWEALTH EQUITY SERVICES, LLC	48.95K	Jun 30, 26	-3.05K	0.57%
W ADVISORS, LLC	47.11K	Jun 30, 26	-6.19K	0.55%
GeoWealth Management, LLC	43.95K	Jun 30, 26	-7.10K	0.51%
JANE STREET GROUP, LLC	42.47K	Jun 30, 26	+39.87K	0.50%
Integrated Wealth Concepts LLC	41.39K	Jun 30, 26	-340	0.48%
LPL Financial LLC	41.24K	Jun 30, 26	+3.88K	0.48%
Aptus Capital Advisors, LLC	40.06K	Jun 30, 26	-277	0.47%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	37.60K	Jun 30, 26	+37.60K	0.44%
ENVESTNET ASSET MANAGEMENT INC	31.64K	Jun 30, 26	-392	0.37%
ADVISOR GROUP HOLDINGS, INC.	29.22K	Jun 30, 26	+760	0.34%
BFSG, LLC	28.40K	Jun 30, 26	--	0.33%
RAYMOND JAMES FINANCIAL INC	24.48K	Jun 30, 26	+759	0.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.61K	Jun 30, 26	+163	0.28%
HB Wealth Management, LLC	23.44K	Jun 30, 26	+4.39K	0.27%
GTS SECURITIES LLC	23.40K	Jun 30, 26	+1.18K	0.27%
Brookstone Capital Management	23.11K	Jun 30, 26	+1.47K	0.27%
Equitable Holdings, Inc.	20.91K	Jun 30, 26	--	0.24%
BAILARD, INC.	18.48K	Jun 30, 26	+18.48K	0.22%
SNS Financial Group, LLC	18.02K	Jun 30, 26	+6.44K	0.21%
Omega Financial Group, LLC	18.02K	Jun 30, 26	-766	0.21%
CITIGROUP INC	17.89K	Jun 30, 26	+15.05K	0.21%
Bond & Devick Financial Network, Inc.	17.51K	Jun 30, 26	+1.46K	0.20%
KICKSTAND VENTURES, LLC.	17.48K	Jun 30, 26	--	0.20%
Steward Partners Investment Advisory, LLC	16.39K	Jun 30, 26	--	0.19%
MATHER GROUP, LLC.	16.14K	Jun 30, 26	-215	0.19%
Walkner Condon Financial Advisors LLC	15.80K	Jun 30, 26	-1.23K	0.18%
Cetera Investment Advisers	15.75K	Jun 30, 26	-832	0.18%
Ashton Thomas Private Wealth, LLC	15.65K	Jun 30, 26	--	0.18%
CFS Investment Advisory Services, LLC	15.50K	Jun 30, 26	-240	0.18%
SAX WEALTH ADVISORS, LLC	15.46K	Jun 30, 26	+8	0.18%
Keebeck Wealth Management, LLC	15.10K	Jun 30, 26	-72	0.18%
WELLS FARGO & COMPANY/MN	14.52K	Jun 30, 26	-7.84K	0.17%
Values Added Financial LLC	14.05K	Jun 30, 26	-1.46K	0.16%
Obsido Oy	13.85K	Jun 30, 26	+454	0.16%
Orgel Wealth Management, LLC	13.41K	Jun 30, 26	-124	0.16%
Cypress Wealth Services, LLC	13.23K	Jun 30, 26	-296	0.15%
MGO ONE SEVEN LLC	12.63K	Jun 30, 26	--	0.15%
CITADEL ADVISORS LLC	12.37K	Jun 30, 26	+12.37K	0.14%
JONES FINANCIAL COMPANIES LLLP	11.26K	Jun 30, 26	+4.47K	0.13%
Affinity Capital Advisors, LLC	10.58K	Jun 30, 26	-1.53K	0.12%
MISSION WEALTH MANAGEMENT, LP	10.38K	Jun 30, 26	+10.38K	0.12%
Compass Ion Advisors, LLC	9.79K	Jun 30, 26	+81	0.11%
Cambridge Investment Research Advisors, Inc.	9.41K	Jun 30, 26	+13	0.11%
Farther Finance Advisors, LLC	8.80K	Jun 30, 26	+495	0.10%
Sequoia Financial Advisors, LLC	8.72K	Jun 30, 26	+209	0.10%
BLAIR WILLIAM & CO/IL	8.56K	Jun 30, 26	+125	0.10%
STIFEL FINANCIAL CORP	8.47K	Jun 30, 26	+541	0.10%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8.41K	Jun 30, 26	+735	0.10%
RETIREMENT CAPITAL STRATEGIES	8.35K	Jun 30, 26	+6.44K	0.10%
Stratos Wealth Partners, LTD.	7.76K	Jun 30, 26	+586	0.09%
Vise Technologies, Inc.	7.63K	Jun 30, 26	+7.63K	0.09%
Csenge Advisory Group	7.63K	Jun 30, 26	-161	0.09%
Friedenthal Financial	7.28K	Jun 30, 26	--	0.09%
Wealthcare Advisory Partners LLC	7.24K	Jun 30, 26	+13	0.08%
Perigon Wealth Management, LLC	7.23K	Jun 30, 26	-207	0.08%
CI Private Wealth, LLC	6.92K	Jun 30, 26	-12.08K	0.08%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	6.88K	Jun 30, 26	+2.37K	0.08%
Aries Wealth Management	6.05K	Jun 30, 26	--	0.07%
RVW Wealth, LLC	5.84K	Jun 30, 26	+124	0.07%
WealthPlan Investment Management, LLC	5.76K	Jun 30, 26	--	0.07%
PFG Investments, LLC	5.57K	Jun 30, 26	+2	0.07%
BEACON FINANCIAL GROUP	5.44K	Jun 30, 26	--	0.06%
PARK AVENUE SECURITIES LLC	5.26K	Jun 30, 26	-343	0.06%
BROWN ADVISORY INC	5.15K	Jun 30, 26	+5.15K	0.06%
COMMERCE BANK	5.06K	Jun 30, 26	+2.83K	0.06%
Wealthspire Advisors, LLC	5.02K	Jun 30, 26	-264	0.06%
JGP Wealth Management, LLC	5.01K	Jun 30, 26	+237	0.06%
Fragasso Group Inc.	5.00K	Jun 30, 26	+10	0.06%
Relyea Zuckerberg Hanson LLC	4.77K	Jun 30, 26	+10	0.06%
Merit Financial Group, LLC	4.55K	Jun 30, 26	-678	0.05%
EverSource Wealth Advisors, LLC	4.53K	Jun 30, 26	-3	0.05%
IEQ CAPITAL, LLC	4.51K	Jun 30, 26	+1	0.05%
Shared Vision Wealth Group LLC	4.48K	Jun 30, 26	--	0.05%
Atomi Financial Group, Inc.	4.14K	Jun 30, 26	-18	0.05%
FIRETHORN WEALTH PARTNERS, LLC	4.07K	Jun 30, 26	-66	0.05%
BlackRock, Inc.	4.00K	Jun 30, 26	--	0.05%
CI INVESTMENTS INC.	3.92K	Jun 30, 26	-200	0.05%
Cerity Partners LLC	3.88K	Jun 30, 26	+1.04K	0.05%
Mariner, LLC	3.73K	Jun 30, 26	--	0.04%
Peak Retirement Planning, Inc.	3.70K	Jun 30, 26	+1.15K	0.04%
NOVARE CAPITAL MANAGEMENT LLC	3.64K	Jun 30, 26	--	0.04%
Redhawk Wealth Advisors, Inc.	3.62K	Jun 30, 26	+8	0.04%
Foster Group, Inc.	3.48K	Jun 30, 26	-31	0.04%
Horizon Wealth Management, LLC	3.47K	Jun 30, 26	+69	0.04%
WIN ADVISORS, INC	3.41K	Jun 30, 26	-364	0.04%
Strategic Blueprint, LLC	3.41K	Jun 30, 26	--	0.04%
Private Advisor Group, LLC	3.37K	Jun 30, 26	-2.35K	0.04%
SWEENEY & MICHEL, LLC	3.31K	Jun 30, 26	-43	0.04%
Mayflower Financial Advisors, LLC	3.22K	Jun 30, 26	--	0.04%
MKT Advisors LLC	3.13K	Jun 30, 26	--	0.04%
GenTrust, LLC	3.11K	Jun 30, 26	--	0.04%
MML INVESTORS SERVICES, LLC	3.06K	Jun 30, 26	+281	0.04%
LANDAAS & CO /WI /ADV	3.02K	Jun 30, 26	--	0.04%
MORGAN STANLEY	2.96K	Jun 30, 26	+406	0.03%
Veridan Wealth LLC	2.92K	Jun 30, 26	-82	0.03%
Kestra Advisory Services, LLC	2.90K	Jun 30, 26	+814	0.03%
BOS Asset Management, LLC	2.87K	Jun 30, 26	--	0.03%
EP Wealth Advisors, LLC	2.82K	Jun 30, 26	--	0.03%
Bigelow Investment Advisors, LLC	2.81K	Jun 30, 26	+4	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	2.81K	Jun 30, 26	+495	0.03%
One Capital Management, LLC	2.80K	Jun 30, 26	--	0.03%
AQR CAPITAL MANAGEMENT LLC	2.77K	Jun 30, 26	--	0.03%
Balance Wealth, LLC	2.77K	Jun 30, 26	-386	0.03%
Parallel Advisors, LLC	2.76K	Jun 30, 26	--	0.03%
IFP Advisors, Inc	2.74K	Jun 30, 26	--	0.03%
CAPTRUST FINANCIAL ADVISORS	2.62K	Jun 30, 26	--	0.03%
Ridgeline Wealth, LLC	2.56K	Jun 30, 26	-1	0.03%
Vested Financial Planning, LLC	2.55K	Jun 30, 26	--	0.03%
MARINO, STRAM & ASSOCIATES LLC	2.45K	Jun 30, 26	--	0.03%
Abundance Wealth Counselors	2.44K	Jun 30, 26	+2.44K	0.03%
NewEdge Advisors, LLC	2.42K	Jun 30, 26	+2.42K	0.03%
Zhang Financial LLC	2.33K	Jun 30, 26	--	0.03%
Firestone Capital Management	2.32K	Jun 30, 26	+5	0.03%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	2.23K	Jun 30, 26	+4	0.03%
Horst & Graben Wealth Management LLC	2.20K	Jun 30, 26	-2	0.03%
Wharton Business Group, LLC	2.20K	Jun 30, 26	-525	0.03%
Institute for Wealth Management, LLC.	2.20K	Jun 30, 26	--	0.03%
NorthCrest Asset Manangement, LLC	2.08K	Jun 30, 26	+2.08K	0.02%
Milestone Asset Management Group, LLC	2.02K	Jun 30, 26	-82	0.02%
Diversified Trust Co	1.90K	Jun 30, 26	--	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	1.86K	Jun 30, 26	--	0.02%
Janney Montgomery Scott LLC	1.80K	Jun 30, 26	--	0.02%
Wealth Alliance	1.78K	Jun 30, 26	--	0.02%
CreativeOne Wealth, LLC	1.77K	Jun 30, 26	-1.05K	0.02%
Confluence Wealth Services, Inc.	1.75K	Jun 30, 26	+1.75K	0.02%
First Pacific Financial	1.70K	Jun 30, 26	+4	0.02%
Meridian Financial Partners LLC	1.70K	Jun 30, 26	+1.70K	0.02%
SUMMITRY LLC	1.62K	Jun 30, 26	+1.62K	0.02%
Cascade Financial Partners, LLC	1.62K	Jun 30, 26	+1.62K	0.02%
SWS Partners	1.60K	Jun 30, 26	+1.60K	0.02%
Advisory Services Network, LLC	1.55K	Jun 30, 26	+58	0.02%
Glassy Mountain Advisors, Inc.	1.44K	Jun 30, 26	+3	0.02%
Your Advocates Ltd., LLP	1.42K	Jun 30, 26	+4	0.02%
NATIONAL BANK OF CANADA /FI/	1.25K	Jun 30, 26	--	0.01%
Family Capital Trust Co	1.20K	Jun 30, 26	--	0.01%
Larson Financial Group LLC	1.09K	Jun 30, 26	+271	0.01%
Keystone Financial Group, Inc.	1.05K	Jun 30, 26	--	0.01%
US BANCORP \DE\	1.03K	Jun 30, 26	--	0.01%
GHP Investment Advisors, Inc.	955	Jun 30, 26	+635	0.01%
AE Wealth Management LLC	881	Jun 30, 26	+21	0.01%
DT Investment Partners, LLC	652	Jun 30, 26	+12	0.01%
VANGUARD ADVISERS INC	563	Jun 30, 26	-1	0.01%
UBS Group AG	471	Jun 30, 26	+172	0.01%
Community Financial Services Group, LLC	444	Jun 30, 26	--	0.01%
HANTZ FINANCIAL SERVICES, INC.	437	Jun 30, 26	-21	0.01%
SIGNATUREFD, LLC	285	Jun 30, 26	+285	0.00%
Triumph Capital Management	280	Jun 30, 26	-80	0.00%
HARBOUR INVESTMENTS, INC.	267	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	250	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	248	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	217	Jun 30, 26	+217	0.00%
Noble Wealth Management PBC	180	Jun 30, 26	--	0.00%
Glassman Wealth Services	172	Jun 30, 26	--	0.00%
Capitol Family Office, Inc.	155	Jun 30, 26	--	0.00%
Gladwyn Financial Advisors, Inc.	129	Jun 30, 26	--	0.00%
Front Row Advisors LLC	123	Jun 30, 26	-87	0.00%
Tower Research Capital LLC (TRC)	91	Jun 30, 26	-1.73K	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	75	Jun 30, 26	--	0.00%
Rossby Financial, LCC	57	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	46	Jun 30, 26	--	0.00%
Abound Wealth Management	25	Jun 30, 26	--	0.00%
Gateway Wealth Partners, LLC	--	Jun 30, 26	-1.93K	--
FIFTH THIRD BANCORP	--	Jun 30, 26	-75	--
United Asset Strategies, Inc.	--	Jun 30, 26	-3.00K	--
PERSONAL CFO SOLUTIONS, LLC	--	Jun 30, 26	-2.10K	--
Financial Freedom, LLC	--	Jun 30, 26	-21	--
Biltmore Family Office, LLC	--	Jun 30, 26	-8	--
Western Wealth Management, LLC	--	Jun 30, 26	-63	--
Breakwater Investment Management	--	Jun 30, 26	-29	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-115	--
AGF MANAGEMENT LTD	--	Jun 30, 26	-4.00K	--
Independent Advisor Alliance	--	Jun 30, 26	-22.26K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-65.76K	--
Kingsview Wealth Management, LLC	62.54K	Mar 31, 26	+62.54K	0.73%
Equitable Holdings, Inc.	20.91K	Mar 31, 26	+2.97K	0.24%
Charter Oak Capital Management, LLC	6.16K	Mar 31, 26	--	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	4.51K	Mar 31, 26	+1	0.05%
SkyView Investment Advisors, LLC	4.12K	Mar 31, 26	-143	0.05%
CWM, LLC	2.62K	Mar 31, 26	+440	0.03%
Beacon Pointe Advisors, LLC	2.37K	Mar 31, 26	-141	0.03%
Sunbelt Securities, Inc.	1.71K	Mar 31, 26	--	0.02%
Cherry Tree Wealth Management, LLC	98	Mar 31, 26	--	0.00%
Nalls Sherbakoff Group, LLC	--	Mar 31, 26	-142	--
IMS Capital Management	7.16K	Sep 30, 25	-50	0.08%
Apexium Financial, LP	4.51K	Sep 30, 25	--	0.05%
My Legacy Advisors, LLC	9.03K	Jun 30, 25	-271	0.11%
Martin Worley Group	8.74K	Jun 30, 25	--	0.10%
AVANTAX ADVISORY SERVICES, INC.	8.18K	Jun 30, 25	+269	0.10%
Better Money Decisions, LLC	2.81K	Jun 30, 25	+7	0.03%
First Horizon Advisors, Inc.	420	Jun 30, 25	+420	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	5.85K	Dec 31, 24	-1.13K	0.07%
Raymond James Financial Services Advisors, Inc.	13.55K	Sep 30, 24	+1.22K	0.16%
Alera Investment Advisors, LLC	2.44K	Sep 30, 24	-258	0.03%
Private Ocean, LLC	11.95K	Jun 30, 24	-657	0.14%
TCWP LLC	7.53K	Jun 30, 24	--	0.09%
Cetera Advisor Networks LLC	4.68K	Mar 31, 24	+39	0.05%
First Ascent Asset Management, LLC	170.11K	Dec 31, 23	+29.16K	1.99%
WEALTHSOURCE PARTNERS, LLC	99.75K	Dec 31, 23	-6.06K	1.17%
DB Wealth Management Group, LLC	642	Dec 31, 23	--	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.23K	Sep 30, 23	-1.61K	0.08%
KB FINANCIAL PARTNERS, LLC	5.44K	Sep 30, 23	-30	0.06%
PATHSTONE FAMILY OFFICE, LLC	--	Sep 30, 23	-6.58K	--
Kalos Management, Inc.	--	Jun 30, 23	-157	--
Laurel Wealth Advisors, Inc.	5.83K	Dec 31, 22	-429	0.07%
55I, LLC	893.42K	Sep 30, 22	+2.56K	10.45%
BALASA DINVERNO & FOLTZ LLC	20.76K	Sep 30, 22	+1.01K	0.24%
EATON VANCE MANAGEMENT	6.20K	Sep 30, 22	--	0.07%
American Portfolios Advisors	303	Sep 30, 22	--	0.00%
FundX Investment Group, LLC	37.77K	Dec 31, 21	+37.77K	0.44%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	7.11K	Dec 31, 20	+7.11K	0.08%

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Holder

Date

Change

% Held

Bank of Italy

887.78K

Jun 30, 26

10.39%

MERCER GLOBAL ADVISORS INC /ADV

681.99K

Jun 30, 26

-24.85K

7.98%

FMR LLC

485.26K

Jun 30, 26

+29.99K

5.68%

JPMORGAN CHASE & CO

422.64K

Jun 30, 26

-20.37K

4.94%

ROYAL BANK OF CANADA

381.50K

Jun 30, 26

+4.76K

4.46%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

201.36K

Jun 30, 26

-799

2.36%

Creative Planning

198.80K

Jun 30, 26

-6.55K

2.33%

Allworth Financial LP

193.40K

Jun 30, 26

+2.59K

2.26%

Ellevest, Inc.

163.22K

Jun 30, 26

+7.21K

1.91%

Pathstone Holdings, LLC

145.17K

Jun 30, 26

+30.71K

1.70%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

86.46K

Jun 30, 26

+4.12K

1.01%

Trilogy Capital Inc.

80.90K

Jun 30, 26

+2.83K

0.95%

Sanctuary Advisors, LLC

78.92K

Jun 30, 26

-707

0.92%

Resources Investment Advisors, LLC.

77.82K

Jun 30, 26

+562

0.91%

Robertson Stephens Wealth Management, LLC

77.74K

Jun 30, 26

-2.33K

0.91%

BANK OF AMERICA CORP /DE/

64.88K

Jun 30, 26

+2.62K

0.76%

One Wealth Advisors, LLC

61.60K

Jun 30, 26

-206

0.72%

Quantinno Capital Management LP

50.17K

Jun 30, 26

+25.00K

0.59%

BLUESTEM FINANCIAL ADVISORS, LLC

50.13K

Jun 30, 26

+858

0.59%

SK Wealth Management, LLC

49.43K

Jun 30, 26

-1.39K

0.58%

COMMONWEALTH EQUITY SERVICES, LLC

48.95K

Jun 30, 26

-3.05K

0.57%

W ADVISORS, LLC

47.11K

Jun 30, 26

-6.19K

0.55%

GeoWealth Management, LLC

43.95K

Jun 30, 26

-7.10K

0.51%

JANE STREET GROUP, LLC

42.47K

Jun 30, 26

+39.87K

0.50%

Integrated Wealth Concepts LLC

41.39K

Jun 30, 26

-340

0.48%

LPL Financial LLC

41.24K

Jun 30, 26

+3.88K

0.48%

Aptus Capital Advisors, LLC

40.06K

Jun 30, 26

-277

0.47%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

37.60K

Jun 30, 26

+37.60K

0.44%

ENVESTNET ASSET MANAGEMENT INC

31.64K

Jun 30, 26

-392

0.37%

ADVISOR GROUP HOLDINGS, INC.

29.22K

Jun 30, 26

+760

0.34%

BFSG, LLC

28.40K

Jun 30, 26

0.33%

RAYMOND JAMES FINANCIAL INC

24.48K

Jun 30, 26

+759

0.29%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

23.61K

Jun 30, 26

+163

0.28%

HB Wealth Management, LLC

23.44K

Jun 30, 26

+4.39K

0.27%

GTS SECURITIES LLC

23.40K

Jun 30, 26

+1.18K

0.27%

Brookstone Capital Management

23.11K

Jun 30, 26

+1.47K

0.27%

Equitable Holdings, Inc.

20.91K

Jun 30, 26

0.24%

BAILARD, INC.

18.48K

Jun 30, 26

+18.48K

0.22%

SNS Financial Group, LLC

18.02K

Jun 30, 26

+6.44K

0.21%

Omega Financial Group, LLC

18.02K

Jun 30, 26

-766

0.21%

CITIGROUP INC

17.89K

Jun 30, 26

+15.05K

0.21%

Bond & Devick Financial Network, Inc.

17.51K

Jun 30, 26

+1.46K

0.20%

KICKSTAND VENTURES, LLC.

17.48K

Jun 30, 26

0.20%

Steward Partners Investment Advisory, LLC

16.39K

Jun 30, 26

0.19%

MATHER GROUP, LLC.

16.14K

Jun 30, 26

-215

0.19%

Walkner Condon Financial Advisors LLC

15.80K

Jun 30, 26

-1.23K

0.18%

Cetera Investment Advisers

15.75K

Jun 30, 26

-832

0.18%

Ashton Thomas Private Wealth, LLC

15.65K

Jun 30, 26

0.18%

CFS Investment Advisory Services, LLC

15.50K

Jun 30, 26

-240

0.18%

SAX WEALTH ADVISORS, LLC

15.46K

Jun 30, 26

0.18%

Keebeck Wealth Management, LLC

15.10K

Jun 30, 26

-72

0.18%

WELLS FARGO & COMPANY/MN

14.52K

Jun 30, 26

-7.84K

0.17%

Values Added Financial LLC

14.05K

Jun 30, 26

-1.46K

0.16%

Obsido Oy

13.85K

Jun 30, 26

+454

0.16%

Orgel Wealth Management, LLC

13.41K

Jun 30, 26

-124

0.16%

Cypress Wealth Services, LLC

13.23K

Jun 30, 26

-296

0.15%

MGO ONE SEVEN LLC

12.63K

Jun 30, 26

0.15%

CITADEL ADVISORS LLC

12.37K

Jun 30, 26

+12.37K

0.14%

JONES FINANCIAL COMPANIES LLLP

11.26K

Jun 30, 26

+4.47K

0.13%

Affinity Capital Advisors, LLC

10.58K

Jun 30, 26

-1.53K

0.12%

MISSION WEALTH MANAGEMENT, LP

10.38K

Jun 30, 26

+10.38K

0.12%

Compass Ion Advisors, LLC

9.79K

Jun 30, 26

+81

0.11%

Cambridge Investment Research Advisors, Inc.

9.41K

Jun 30, 26

+13

0.11%

Farther Finance Advisors, LLC

8.80K

Jun 30, 26

+495

0.10%

Sequoia Financial Advisors, LLC

8.72K

Jun 30, 26

+209

0.10%

BLAIR WILLIAM & CO/IL

8.56K

Jun 30, 26

+125

0.10%

STIFEL FINANCIAL CORP

8.47K

Jun 30, 26

+541

0.10%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

8.41K

Jun 30, 26

+735

0.10%

RETIREMENT CAPITAL STRATEGIES

8.35K

Jun 30, 26

+6.44K

0.10%

Stratos Wealth Partners, LTD.

7.76K

Jun 30, 26

+586

0.09%

Vise Technologies, Inc.

7.63K

Jun 30, 26

+7.63K

0.09%

Csenge Advisory Group

7.63K

Jun 30, 26

-161

0.09%

Friedenthal Financial

7.28K

Jun 30, 26

0.09%

Wealthcare Advisory Partners LLC

7.24K

Jun 30, 26

+13

0.08%

Perigon Wealth Management, LLC

7.23K

Jun 30, 26

-207

0.08%

CI Private Wealth, LLC

6.92K

Jun 30, 26

-12.08K

0.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

6.88K

Jun 30, 26

+2.37K

0.08%

Aries Wealth Management

6.05K

Jun 30, 26

0.07%

RVW Wealth, LLC

5.84K

Jun 30, 26

+124

0.07%

WealthPlan Investment Management, LLC

5.76K

Jun 30, 26

0.07%

PFG Investments, LLC

5.57K

Jun 30, 26

0.07%

BEACON FINANCIAL GROUP

5.44K

Jun 30, 26

0.06%

PARK AVENUE SECURITIES LLC

5.26K

Jun 30, 26

-343

0.06%

BROWN ADVISORY INC

5.15K

Jun 30, 26

+5.15K

0.06%

COMMERCE BANK

5.06K

Jun 30, 26

+2.83K

0.06%

Wealthspire Advisors, LLC

5.02K

Jun 30, 26

-264

0.06%

JGP Wealth Management, LLC

5.01K

Jun 30, 26

+237

0.06%

Fragasso Group Inc.

5.00K

Jun 30, 26

+10

0.06%

Relyea Zuckerberg Hanson LLC

4.77K

Jun 30, 26

+10

0.06%

Merit Financial Group, LLC

4.55K

Jun 30, 26

-678

0.05%

EverSource Wealth Advisors, LLC

4.53K

Jun 30, 26

-3

0.05%

IEQ CAPITAL, LLC

4.51K

Jun 30, 26

0.05%

Shared Vision Wealth Group LLC

4.48K

Jun 30, 26

0.05%

Atomi Financial Group, Inc.

4.14K

Jun 30, 26

-18

0.05%

FIRETHORN WEALTH PARTNERS, LLC

4.07K

Jun 30, 26

-66

0.05%

BlackRock, Inc.

4.00K

Jun 30, 26

0.05%

CI INVESTMENTS INC.

3.92K

Jun 30, 26

-200

0.05%

Cerity Partners LLC

3.88K

Jun 30, 26

+1.04K

0.05%

Mariner, LLC

3.73K

Jun 30, 26

0.04%

Peak Retirement Planning, Inc.

3.70K

Jun 30, 26

+1.15K

0.04%

NOVARE CAPITAL MANAGEMENT LLC

3.64K

Jun 30, 26

0.04%

Redhawk Wealth Advisors, Inc.

3.62K

Jun 30, 26

0.04%

Foster Group, Inc.

3.48K

Jun 30, 26

-31

0.04%

Horizon Wealth Management, LLC

3.47K

Jun 30, 26

+69

0.04%

WIN ADVISORS, INC

3.41K

Jun 30, 26

-364

0.04%

Strategic Blueprint, LLC

3.41K

Jun 30, 26

0.04%

Private Advisor Group, LLC

3.37K

Jun 30, 26

-2.35K

0.04%

SWEENEY & MICHEL, LLC

3.31K

Jun 30, 26

-43

0.04%

Mayflower Financial Advisors, LLC

3.22K

Jun 30, 26

0.04%

MKT Advisors LLC

3.13K

Jun 30, 26

0.04%

GenTrust, LLC

3.11K

Jun 30, 26

0.04%

MML INVESTORS SERVICES, LLC

3.06K

Jun 30, 26

+281

0.04%

LANDAAS & CO /WI /ADV

3.02K

Jun 30, 26

0.04%

MORGAN STANLEY

2.96K

Jun 30, 26

+406

0.03%

Veridan Wealth LLC

2.92K

Jun 30, 26

-82

0.03%

Kestra Advisory Services, LLC

2.90K

Jun 30, 26

+814

0.03%

BOS Asset Management, LLC

2.87K

Jun 30, 26

0.03%

EP Wealth Advisors, LLC

2.82K

Jun 30, 26

0.03%

Bigelow Investment Advisors, LLC

2.81K

Jun 30, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

2.81K

Jun 30, 26

+495

0.03%

One Capital Management, LLC

2.80K

Jun 30, 26

0.03%

AQR CAPITAL MANAGEMENT LLC

2.77K

Jun 30, 26

0.03%

Balance Wealth, LLC

2.77K

Jun 30, 26

-386

0.03%

Parallel Advisors, LLC

2.76K

Jun 30, 26

0.03%

IFP Advisors, Inc

2.74K

Jun 30, 26

0.03%

CAPTRUST FINANCIAL ADVISORS

2.62K

Jun 30, 26

0.03%

Ridgeline Wealth, LLC

2.56K

Jun 30, 26

-1

0.03%

Vested Financial Planning, LLC

2.55K

Jun 30, 26

0.03%

MARINO, STRAM & ASSOCIATES LLC

2.45K

Jun 30, 26

0.03%

Abundance Wealth Counselors

2.44K

Jun 30, 26

+2.44K

0.03%

NewEdge Advisors, LLC

2.42K

Jun 30, 26

+2.42K

0.03%

Zhang Financial LLC

2.33K

Jun 30, 26

0.03%

Firestone Capital Management

2.32K

Jun 30, 26

0.03%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

2.23K

Jun 30, 26

0.03%

Horst & Graben Wealth Management LLC

2.20K

Jun 30, 26

-2

0.03%

Wharton Business Group, LLC

2.20K

Jun 30, 26

-525

0.03%

Institute for Wealth Management, LLC.

2.20K

Jun 30, 26

0.03%

NorthCrest Asset Manangement, LLC

2.08K

Jun 30, 26

+2.08K

0.02%

Milestone Asset Management Group, LLC

2.02K

Jun 30, 26

-82

0.02%

Diversified Trust Co

1.90K

Jun 30, 26

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

1.86K

Jun 30, 26

0.02%

Janney Montgomery Scott LLC

1.80K

Jun 30, 26

0.02%

Wealth Alliance

1.78K

Jun 30, 26

0.02%

CreativeOne Wealth, LLC

1.77K

Jun 30, 26

-1.05K

0.02%

Confluence Wealth Services, Inc.

1.75K

Jun 30, 26

+1.75K

0.02%

First Pacific Financial

1.70K

Jun 30, 26

0.02%

Meridian Financial Partners LLC

1.70K

Jun 30, 26

+1.70K

0.02%

SUMMITRY LLC

1.62K

Jun 30, 26

+1.62K

0.02%

Cascade Financial Partners, LLC

1.62K

Jun 30, 26

+1.62K

0.02%

SWS Partners

1.60K

Jun 30, 26

+1.60K

0.02%

Advisory Services Network, LLC

1.55K

Jun 30, 26

+58

0.02%

Glassy Mountain Advisors, Inc.

1.44K

Jun 30, 26

0.02%

Your Advocates Ltd., LLP

1.42K

Jun 30, 26

0.02%

NATIONAL BANK OF CANADA /FI/

1.25K

Jun 30, 26

0.01%

Family Capital Trust Co

1.20K

Jun 30, 26

0.01%

Larson Financial Group LLC

1.09K

Jun 30, 26

+271

0.01%

Keystone Financial Group, Inc.

1.05K

Jun 30, 26

0.01%

US BANCORP \DE\

1.03K

Jun 30, 26

0.01%

GHP Investment Advisors, Inc.

955

Jun 30, 26

+635

0.01%

AE Wealth Management LLC

881

Jun 30, 26

+21

0.01%

DT Investment Partners, LLC

652

Jun 30, 26

+12

0.01%

VANGUARD ADVISERS INC

563

Jun 30, 26

-1

0.01%

UBS Group AG

471

Jun 30, 26

+172

0.01%

Community Financial Services Group, LLC

444

Jun 30, 26

0.01%

HANTZ FINANCIAL SERVICES, INC.

437

Jun 30, 26

-21

0.01%

SIGNATUREFD, LLC

285

Jun 30, 26

+285

0.00%

Triumph Capital Management

280

Jun 30, 26

-80

0.00%

HARBOUR INVESTMENTS, INC.

267

Jun 30, 26

0.00%

CoreCap Advisors, LLC

250

Jun 30, 26

0.00%

Ancora Advisors, LLC

248

Jun 30, 26

0.00%

Global Retirement Partners, LLC

217

Jun 30, 26

+217

0.00%

Noble Wealth Management PBC

180

Jun 30, 26

0.00%

Glassman Wealth Services

172

Jun 30, 26

0.00%

Capitol Family Office, Inc.

155

Jun 30, 26

0.00%

Gladwyn Financial Advisors, Inc.

129

Jun 30, 26

0.00%

Front Row Advisors LLC

123

Jun 30, 26

-87

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-1.73K

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Jun 30, 26

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

Gateway Wealth Partners, LLC

Jun 30, 26

-1.93K

FIFTH THIRD BANCORP

Jun 30, 26

-75

United Asset Strategies, Inc.

Jun 30, 26

-3.00K

PERSONAL CFO SOLUTIONS, LLC

Jun 30, 26

-2.10K

Financial Freedom, LLC

Jun 30, 26

-21

Biltmore Family Office, LLC

Jun 30, 26

-8

Western Wealth Management, LLC

Jun 30, 26

-63

Breakwater Investment Management

Jun 30, 26

-29

Clarity Asset Management, Inc.

Jun 30, 26

-115

AGF MANAGEMENT LTD

Jun 30, 26

-4.00K

Independent Advisor Alliance

Jun 30, 26

-22.26K

FLOW TRADERS U.S. LLC

Jun 30, 26

-65.76K

Kingsview Wealth Management, LLC

62.54K

Mar 31, 26

+62.54K

0.73%

Equitable Holdings, Inc.

20.91K

Mar 31, 26

+2.97K

0.24%

Charter Oak Capital Management, LLC

6.16K

Mar 31, 26

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

4.51K

Mar 31, 26

0.05%

SkyView Investment Advisors, LLC

4.12K

Mar 31, 26

-143

0.05%

CWM, LLC

2.62K

Mar 31, 26

+440

0.03%

Beacon Pointe Advisors, LLC

2.37K

Mar 31, 26

-141

0.03%

Sunbelt Securities, Inc.

1.71K

Mar 31, 26

0.02%

Cherry Tree Wealth Management, LLC

Mar 31, 26

0.00%

Nalls Sherbakoff Group, LLC

Mar 31, 26

-142

IMS Capital Management

7.16K

Sep 30, 25

-50

0.08%

Apexium Financial, LP

4.51K

Sep 30, 25

0.05%

My Legacy Advisors, LLC

9.03K

Jun 30, 25

-271

0.11%

Martin Worley Group

8.74K

Jun 30, 25

0.10%

AVANTAX ADVISORY SERVICES, INC.

8.18K

Jun 30, 25

+269

0.10%

Better Money Decisions, LLC

2.81K

Jun 30, 25

0.03%

First Horizon Advisors, Inc.

420

Jun 30, 25

+420

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

5.85K

Dec 31, 24

-1.13K

0.07%

Raymond James Financial Services Advisors, Inc.

13.55K

Sep 30, 24

+1.22K

0.16%

Alera Investment Advisors, LLC

2.44K

Sep 30, 24

-258

0.03%

Private Ocean, LLC

11.95K

Jun 30, 24

-657

0.14%

TCWP LLC

7.53K

Jun 30, 24

0.09%

Cetera Advisor Networks LLC

4.68K

Mar 31, 24

+39

0.05%

First Ascent Asset Management, LLC

170.11K

Dec 31, 23

+29.16K

1.99%

WEALTHSOURCE PARTNERS, LLC

99.75K

Dec 31, 23

-6.06K

1.17%

DB Wealth Management Group, LLC

642

Dec 31, 23

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.23K

Sep 30, 23

-1.61K

0.08%

KB FINANCIAL PARTNERS, LLC

5.44K

Sep 30, 23

-30

0.06%

PATHSTONE FAMILY OFFICE, LLC

Sep 30, 23

-6.58K

Kalos Management, Inc.

Jun 30, 23

-157

Laurel Wealth Advisors, Inc.

5.83K

Dec 31, 22

-429

0.07%

55I, LLC

893.42K

Sep 30, 22

+2.56K

10.45%

BALASA DINVERNO & FOLTZ LLC

20.76K

Sep 30, 22

+1.01K

0.24%

EATON VANCE MANAGEMENT

6.20K

Sep 30, 22

0.07%

American Portfolios Advisors

303

Sep 30, 22

0.00%

FundX Investment Group, LLC

37.77K

Dec 31, 21

+37.77K

0.44%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

7.11K

Dec 31, 20

+7.11K

0.08%