Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF(TAFI)

$24.96—Stale · unknown old

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Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF(TAFI)

NYSE • Last print unknown ago

$24.96—Stale · unknown old

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TAFI(TAFI)

TAFI

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Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
ALLIANCEBERNSTEIN L.P.	25.64M	Jun 30, 26	+2.97M	47.45%
LPL Financial LLC	3.86M	Jun 30, 26	+47.08K	7.14%
MORGAN STANLEY	3.13M	Jun 30, 26	+405.28K	5.79%
BANK OF AMERICA CORP /DE/	1.39M	Jun 30, 26	+310.92K	2.58%
JPMORGAN CHASE & CO	1.24M	Jun 30, 26	+923.64K	2.30%
ROYAL BANK OF CANADA	847.77K	Jun 30, 26	+246.01K	1.57%
Sanctuary Advisors, LLC	646.46K	Jun 30, 26	+38.90K	1.20%
ADVISOR GROUP HOLDINGS, INC.	641.68K	Jun 30, 26	+93.03K	1.19%
ENVESTNET ASSET MANAGEMENT INC	601.75K	Jun 30, 26	+101.89K	1.11%
UBS Group AG	492.98K	Jun 30, 26	+94.42K	0.91%
Strid Group, LLC	390.62K	Jun 30, 26	+2.16K	0.72%
Quotient Wealth Partners, LLC	343.89K	Jun 30, 26	+107.47K	0.64%
HighTower Advisors, LLC	312.15K	Jun 30, 26	+42.80K	0.58%
Aptus Capital Advisors, LLC	277.12K	Jun 30, 26	-4.95K	0.51%
KESTRA PRIVATE WEALTH SERVICES, LLC	273.52K	Jun 30, 26	+117.53K	0.51%
RAYMOND JAMES FINANCIAL INC	266.02K	Jun 30, 26	+46.11K	0.49%
AMERIPRISE FINANCIAL INC	238.58K	Jun 30, 26	+238.58K	0.44%
SevenBridge Financial Group, LLC	227.26K	Jun 30, 26	-50.55K	0.42%
Perigon Wealth Management, LLC	209.54K	Jun 30, 26	+132.31K	0.39%
Integrated Wealth Concepts LLC	207.23K	Jun 30, 26	-6.83K	0.38%
Private Advisor Group, LLC	206.62K	Jun 30, 26	+125.19K	0.38%
JANE STREET GROUP, LLC	201.00K	Jun 30, 26	-7.19K	0.37%
ADAPT WEALTH ADVISORS, LLC	191.53K	Jun 30, 26	-14.81K	0.35%
Ausdal Financial Partners, Inc.	191.16K	Jun 30, 26	+24.65K	0.35%
Concurrent Investment Advisors, LLC	176.20K	Jun 30, 26	+176.20K	0.33%
TRUIST FINANCIAL CORP	170.72K	Jun 30, 26	+12.20K	0.32%
Fluent Financial, LLC	158.22K	Jun 30, 26	+7.43K	0.29%
Beacon Pointe Advisors, LLC	143.43K	Jun 30, 26	+58.44K	0.27%
Legacy Wealth Advisors, LLC	133.48K	Jun 30, 26	+99.68K	0.25%
CARY STREET PARTNERS FINANCIAL LLC	131.76K	Jun 30, 26	+91.41K	0.24%
Rockefeller Capital Management L.P.	128.35K	Jun 30, 26	-10.61K	0.24%
MML INVESTORS SERVICES, LLC	113.66K	Jun 30, 26	-15.62K	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	107.87K	Jun 30, 26	+41.06K	0.20%
TD PRIVATE CLIENT WEALTH LLC	99.47K	Jun 30, 26	+99.47K	0.18%
PERSPECTIVE WEALTH ADVISORS LLC	98.19K	Jun 30, 26	+98.19K	0.18%
Cresset Asset Management, LLC	97.72K	Jun 30, 26	+63.43K	0.18%
Whipplewood Advisors, LLC	86.37K	Jun 30, 26	+7.58K	0.16%
Advisory Services Network, LLC	85.45K	Jun 30, 26	+826	0.16%
Cambridge Investment Research Advisors, Inc.	81.67K	Jun 30, 26	+17.02K	0.15%
Nuveen, LLC	79.70K	Jun 30, 26	+79.70K	0.15%
Platform Technology Partners	72.67K	Jun 30, 26	-1.06K	0.13%
DAVENPORT & Co LLC	69.34K	Jun 30, 26	+36.52K	0.13%
Elequin Securities, LLC	64.45K	Jun 30, 26	+25	0.12%
Cornerstone Wealth Group, LLC	61.62K	Jun 30, 26	-34	0.11%
CITADEL ADVISORS LLC	60.55K	Jun 30, 26	+60.55K	0.11%
URS Advisory LLC	55.94K	Jun 30, 26	+10.29K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	52.12K	Jun 30, 26	-1.98K	0.10%
KENNEDY INVESTMENT GROUP	51.04K	Jun 30, 26	+41	0.09%
Kestra Advisory Services, LLC	46.79K	Jun 30, 26	+7.05K	0.09%
Summit Financial, LLC	43.05K	Jun 30, 26	-5.90K	0.08%
Embree Financial Group	42.65K	Jun 30, 26	-10.11K	0.08%
VestGen Advisors, LLC	42.05K	Jun 30, 26	+5.37K	0.08%
Modern Wealth Management, LLC	40.73K	Jun 30, 26	-2.73K	0.08%
TME FINANCIAL, INC.	36.20K	Jun 30, 26	+450	0.07%
Fourth Dimension Wealth, LLC	35.73K	Jun 30, 26	+2.56K	0.07%
STIFEL FINANCIAL CORP	34.08K	Jun 30, 26	-1.83K	0.06%
Legacy Capital Wealth Partners, LLC	29.93K	Jun 30, 26	--	0.06%
Farmers & Merchants Trust Co of Long Beach	29.60K	Jun 30, 26	-6.46K	0.05%
HB Wealth Management, LLC	28.97K	Jun 30, 26	+146	0.05%
IHT Wealth Management, LLC	27.66K	Jun 30, 26	-166.11K	0.05%
Capital Analysts, LLC	27.09K	Jun 30, 26	-10.21K	0.05%
WELLS FARGO & COMPANY/MN	23.83K	Jun 30, 26	+20.72K	0.04%
Certified Advisory Corp	23.56K	Jun 30, 26	+23.56K	0.04%
RFG Advisory, LLC	23.37K	Jun 30, 26	-5.46K	0.04%
MATHER GROUP, LLC.	21.58K	Jun 30, 26	+261	0.04%
ORBA Wealth Advisors, L.L.C.	21.32K	Jun 30, 26	-1.20K	0.04%
AlphaStar Capital Management, LLC	20.00K	Jun 30, 26	+20.00K	0.04%
Integras Partners LLC	18.51K	Jun 30, 26	+18.51K	0.03%
ENCOMPASS WEALTH ADVISORS, LLC	17.70K	Jun 30, 26	--	0.03%
FIFTH THIRD BANCORP	16.79K	Jun 30, 26	+4.36K	0.03%
Atria Investments, Inc	16.35K	Jun 30, 26	+382	0.03%
HARBOUR INVESTMENTS, INC.	15.69K	Jun 30, 26	+6.97K	0.03%
Kingsview Wealth Management, LLC	15.00K	Jun 30, 26	-250	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	14.92K	Jun 30, 26	+5.38K	0.03%
CHOREO, LLC	14.69K	Jun 30, 26	+271	0.03%
Tower Research Capital LLC (TRC)	14.52K	Jun 30, 26	+12.65K	0.03%
Tempo Wealth, LLC	14.46K	Jun 30, 26	+14.46K	0.03%
NewEdge Advisors, LLC	13.17K	Jun 30, 26	+40	0.02%
Quantinno Capital Management LP	11.98K	Jun 30, 26	+16	0.02%
Worth Financial Advisory Group, LLC	11.23K	Jun 30, 26	+11.23K	0.02%
OLD MISSION CAPITAL LLC	10.56K	Jun 30, 26	+10.56K	0.02%
Hapanowicz & Associates Financial Services, Inc	9.83K	Jun 30, 26	--	0.02%
Detalus Advisors, LLC	9.80K	Jun 30, 26	--	0.02%
Alliance Wealth Advisors, LLC	9.80K	Jun 30, 26	-300	0.02%
Rockport Wealth LLC	9.60K	Jun 30, 26	--	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.53K	Jun 30, 26	+1.69K	0.01%
PRIVATE TRUST CO NA	5.92K	Jun 30, 26	-1.37K	0.01%
AE Wealth Management LLC	5.15K	Jun 30, 26	+437	0.01%
Princeton Global Asset Management LLC	4.52K	Jun 30, 26	+834	0.01%
United Community Bank	3.88K	Jun 30, 26	+160	0.01%
Steward Partners Investment Advisory, LLC	1.50K	Jun 30, 26	--	0.00%
ASSETMARK, INC	13	Jun 30, 26	--	0.00%
Pathstone Holdings, LLC	--	Jun 30, 26	-16.47K	--
Henderson Brothers Financial Partners, LLC	--	Jun 30, 26	-9.44K	--
Independent Advisor Alliance	--	Jun 30, 26	-99.61K	--
Western Wealth Management, LLC	--	Jun 30, 26	-7.66K	--
Resources Investment Advisors, LLC.	--	Jun 30, 26	-11.50K	--
GREAT VALLEY ADVISOR GROUP, INC.	--	Jun 30, 26	-27.05K	--
WADDELL & ASSOCIATES, LLC	--	Jun 30, 26	-31.45K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-11.35K	--
StoneX Group Inc.	--	Jun 30, 26	-9.74K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-20.11K	--
Mariner, LLC	--	Jun 30, 26	-155.63K	--
ALLIANCEBERNSTEIN L.P.	22.67M	Mar 31, 26	+802.99K	41.96%
ENVESTNET ASSET MANAGEMENT INC	499.86K	Mar 31, 26	+324.06K	0.93%
Strid Group, LLC	388.46K	Mar 31, 26	+52.86K	0.72%
JPMORGAN CHASE & CO	318.00K	Mar 31, 26	-570.23K	0.59%
SevenBridge Financial Group, LLC	277.81K	Mar 31, 26	-12.70K	0.51%
HighTower Advisors, LLC	269.35K	Mar 31, 26	+258.95K	0.50%
RAYMOND JAMES FINANCIAL INC	219.91K	Mar 31, 26	+50.27K	0.41%
CWM, LLC	181.23K	Mar 31, 26	+156.94K	0.34%
JOURNEY STRATEGIC WEALTH LLC	169.61K	Mar 31, 26	+2.03K	0.31%
TRUIST FINANCIAL CORP	158.52K	Mar 31, 26	+8.73K	0.29%
Fluent Financial, LLC	150.79K	Mar 31, 26	+70.75K	0.28%
Rockefeller Capital Management L.P.	138.96K	Mar 31, 26	+16.36K	0.26%
MML INVESTORS SERVICES, LLC	129.28K	Mar 31, 26	+56.75K	0.24%
Independent Advisor Alliance	99.61K	Mar 31, 26	+99.61K	0.18%
Private Advisor Group, LLC	81.43K	Mar 31, 26	+31.47K	0.15%
Cambridge Investment Research Advisors, Inc.	64.64K	Mar 31, 26	-962	0.12%
Elequin Securities, LLC	64.43K	Mar 31, 26	+64.43K	0.12%
Skopos Labs, Inc.	45.49K	Mar 31, 26	+30.63K	0.08%
Cresset Asset Management, LLC	34.29K	Mar 31, 26	+34.29K	0.06%
DAVENPORT & Co LLC	32.82K	Mar 31, 26	+6.40K	0.06%
WADDELL & ASSOCIATES, LLC	31.45K	Mar 31, 26	+11.70K	0.06%
GREAT VALLEY ADVISOR GROUP, INC.	27.05K	Mar 31, 26	+1.02K	0.05%
ORBA Wealth Advisors, L.L.C.	22.52K	Mar 31, 26	+3.50K	0.04%
Pathstone Holdings, LLC	16.47K	Mar 31, 26	-1.50K	0.03%
Atria Investments, Inc	15.97K	Mar 31, 26	-369.98K	0.03%
Quantinno Capital Management LP	11.96K	Mar 31, 26	-273.14K	0.02%
Resources Investment Advisors, LLC.	11.50K	Mar 31, 26	-119	0.02%
FLOW TRADERS U.S. LLC	11.35K	Mar 31, 26	+11.35K	0.02%
Alliance Wealth Advisors, LLC	10.10K	Mar 31, 26	-200	0.02%
Hapanowicz & Associates Financial Services, Inc	9.83K	Mar 31, 26	+9.83K	0.02%
Detalus Advisors, LLC	9.80K	Mar 31, 26	--	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	9.54K	Mar 31, 26	+9.54K	0.02%
HARBOUR INVESTMENTS, INC.	8.72K	Mar 31, 26	-33.76K	0.02%
PRIVATE TRUST CO NA	7.29K	Mar 31, 26	-704	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.85K	Mar 31, 26	+2.73K	0.01%
AE Wealth Management LLC	4.71K	Mar 31, 26	+4.71K	0.01%
Princeton Global Asset Management LLC	3.68K	Mar 31, 26	+3.68K	0.01%
WELLS FARGO & COMPANY/MN	3.11K	Mar 31, 26	-1.21K	0.01%
Tower Research Capital LLC (TRC)	1.87K	Mar 31, 26	+1.87K	0.00%
ASSETMARK, INC	13	Mar 31, 26	+13	0.00%
NORTHERN TRUST CORP	--	Mar 31, 26	-8.89K	--
Worth Financial Advisory Group, LLC	--	Mar 31, 26	-8.11K	--
Lido Advisors, LLC	--	Mar 31, 26	-13.20K	--
COMERICA BANK	10.46K	Dec 31, 25	+8.49K	0.02%
Smith Anglin Financial, LLC	82.06K	Jun 30, 25	+683	0.15%
AVANTAX ADVISORY SERVICES, INC.	23.14K	Jun 30, 25	+450	0.04%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-545	--
Bison Wealth, LLC	--	Dec 31, 24	-8.58K	--
Raymond James Financial Services Advisors, Inc.	9.17K	Sep 30, 24	+9.17K	0.02%
WEALTHSOURCE PARTNERS, LLC	40.42K	Dec 31, 23	+40.42K	0.07%

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Holder

Date

Change

% Held

ALLIANCEBERNSTEIN L.P.

25.64M

Jun 30, 26

+2.97M

47.45%

LPL Financial LLC

3.86M

Jun 30, 26

+47.08K

7.14%

MORGAN STANLEY

3.13M

Jun 30, 26

+405.28K

5.79%

BANK OF AMERICA CORP /DE/

1.39M

Jun 30, 26

+310.92K

2.58%

JPMORGAN CHASE & CO

1.24M

Jun 30, 26

+923.64K

2.30%

ROYAL BANK OF CANADA

847.77K

Jun 30, 26

+246.01K

1.57%

Sanctuary Advisors, LLC

646.46K

Jun 30, 26

+38.90K

1.20%

ADVISOR GROUP HOLDINGS, INC.

641.68K

Jun 30, 26

+93.03K

1.19%

ENVESTNET ASSET MANAGEMENT INC

601.75K

Jun 30, 26

+101.89K

1.11%

UBS Group AG

492.98K

Jun 30, 26

+94.42K

0.91%

Strid Group, LLC

390.62K

Jun 30, 26

+2.16K

0.72%

Quotient Wealth Partners, LLC

343.89K

Jun 30, 26

+107.47K

0.64%

HighTower Advisors, LLC

312.15K

Jun 30, 26

+42.80K

0.58%

Aptus Capital Advisors, LLC

277.12K

Jun 30, 26

-4.95K

0.51%

KESTRA PRIVATE WEALTH SERVICES, LLC

273.52K

Jun 30, 26

+117.53K

0.51%

RAYMOND JAMES FINANCIAL INC

266.02K

Jun 30, 26

+46.11K

0.49%

AMERIPRISE FINANCIAL INC

238.58K

Jun 30, 26

+238.58K

0.44%

SevenBridge Financial Group, LLC

227.26K

Jun 30, 26

-50.55K

0.42%

Perigon Wealth Management, LLC

209.54K

Jun 30, 26

+132.31K

0.39%

Integrated Wealth Concepts LLC

207.23K

Jun 30, 26

-6.83K

0.38%

Private Advisor Group, LLC

206.62K

Jun 30, 26

+125.19K

0.38%

JANE STREET GROUP, LLC

201.00K

Jun 30, 26

-7.19K

0.37%

ADAPT WEALTH ADVISORS, LLC

191.53K

Jun 30, 26

-14.81K

0.35%

Ausdal Financial Partners, Inc.

191.16K

Jun 30, 26

+24.65K

0.35%

Concurrent Investment Advisors, LLC

176.20K

Jun 30, 26

+176.20K

0.33%

TRUIST FINANCIAL CORP

170.72K

Jun 30, 26

+12.20K

0.32%

Fluent Financial, LLC

158.22K

Jun 30, 26

+7.43K

0.29%

Beacon Pointe Advisors, LLC

143.43K

Jun 30, 26

+58.44K

0.27%

Legacy Wealth Advisors, LLC

133.48K

Jun 30, 26

+99.68K

0.25%

CARY STREET PARTNERS FINANCIAL LLC

131.76K

Jun 30, 26

+91.41K

0.24%

Rockefeller Capital Management L.P.

128.35K

Jun 30, 26

-10.61K

0.24%

MML INVESTORS SERVICES, LLC

113.66K

Jun 30, 26

-15.62K

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

107.87K

Jun 30, 26

+41.06K

0.20%

TD PRIVATE CLIENT WEALTH LLC

99.47K

Jun 30, 26

+99.47K

0.18%

PERSPECTIVE WEALTH ADVISORS LLC

98.19K

Jun 30, 26

+98.19K

0.18%

Cresset Asset Management, LLC

97.72K

Jun 30, 26

+63.43K

0.18%

Whipplewood Advisors, LLC

86.37K

Jun 30, 26

+7.58K

0.16%

Advisory Services Network, LLC

85.45K

Jun 30, 26

+826

0.16%

Cambridge Investment Research Advisors, Inc.

81.67K

Jun 30, 26

+17.02K

0.15%

Nuveen, LLC

79.70K

Jun 30, 26

+79.70K

0.15%

Platform Technology Partners

72.67K

Jun 30, 26

-1.06K

0.13%

DAVENPORT & Co LLC

69.34K

Jun 30, 26

+36.52K

0.13%

Elequin Securities, LLC

64.45K

Jun 30, 26

+25

0.12%

Cornerstone Wealth Group, LLC

61.62K

Jun 30, 26

-34

0.11%

CITADEL ADVISORS LLC

60.55K

Jun 30, 26

+60.55K

0.11%

URS Advisory LLC

55.94K

Jun 30, 26

+10.29K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

52.12K

Jun 30, 26

-1.98K

0.10%

KENNEDY INVESTMENT GROUP

51.04K

Jun 30, 26

+41

0.09%

Kestra Advisory Services, LLC

46.79K

Jun 30, 26

+7.05K

0.09%

Summit Financial, LLC

43.05K

Jun 30, 26

-5.90K

0.08%

Embree Financial Group

42.65K

Jun 30, 26

-10.11K

0.08%

VestGen Advisors, LLC

42.05K

Jun 30, 26

+5.37K

0.08%

Modern Wealth Management, LLC

40.73K

Jun 30, 26

-2.73K

0.08%

TME FINANCIAL, INC.

36.20K

Jun 30, 26

+450

0.07%

Fourth Dimension Wealth, LLC

35.73K

Jun 30, 26

+2.56K

0.07%

STIFEL FINANCIAL CORP

34.08K

Jun 30, 26

-1.83K

0.06%

Legacy Capital Wealth Partners, LLC

29.93K

Jun 30, 26

0.06%

Farmers & Merchants Trust Co of Long Beach

29.60K

Jun 30, 26

-6.46K

0.05%

HB Wealth Management, LLC

28.97K

Jun 30, 26

+146

0.05%

IHT Wealth Management, LLC

27.66K

Jun 30, 26

-166.11K

0.05%

Capital Analysts, LLC

27.09K

Jun 30, 26

-10.21K

0.05%

WELLS FARGO & COMPANY/MN

23.83K

Jun 30, 26

+20.72K

0.04%

Certified Advisory Corp

23.56K

Jun 30, 26

+23.56K

0.04%

RFG Advisory, LLC

23.37K

Jun 30, 26

-5.46K

0.04%

MATHER GROUP, LLC.

21.58K

Jun 30, 26

+261

0.04%

ORBA Wealth Advisors, L.L.C.

21.32K

Jun 30, 26

-1.20K

0.04%

AlphaStar Capital Management, LLC

20.00K

Jun 30, 26

+20.00K

0.04%

Integras Partners LLC

18.51K

Jun 30, 26

+18.51K

0.03%

ENCOMPASS WEALTH ADVISORS, LLC

17.70K

Jun 30, 26

0.03%

FIFTH THIRD BANCORP

16.79K

Jun 30, 26

+4.36K

0.03%

Atria Investments, Inc

16.35K

Jun 30, 26

+382

0.03%

HARBOUR INVESTMENTS, INC.

15.69K

Jun 30, 26

+6.97K

0.03%

Kingsview Wealth Management, LLC

15.00K

Jun 30, 26

-250

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

14.92K

Jun 30, 26

+5.38K

0.03%

CHOREO, LLC

14.69K

Jun 30, 26

+271

0.03%

Tower Research Capital LLC (TRC)

14.52K

Jun 30, 26

+12.65K

0.03%

Tempo Wealth, LLC

14.46K

Jun 30, 26

+14.46K

0.03%

NewEdge Advisors, LLC

13.17K

Jun 30, 26

+40

0.02%

Quantinno Capital Management LP

11.98K

Jun 30, 26

+16

0.02%

Worth Financial Advisory Group, LLC

11.23K

Jun 30, 26

+11.23K

0.02%

OLD MISSION CAPITAL LLC

10.56K

Jun 30, 26

+10.56K

0.02%

Hapanowicz & Associates Financial Services, Inc

9.83K

Jun 30, 26

0.02%

Detalus Advisors, LLC

9.80K

Jun 30, 26

0.02%

Alliance Wealth Advisors, LLC

9.80K

Jun 30, 26

-300

0.02%

Rockport Wealth LLC

9.60K

Jun 30, 26

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.53K

Jun 30, 26

+1.69K

0.01%

PRIVATE TRUST CO NA

5.92K

Jun 30, 26

-1.37K

0.01%

AE Wealth Management LLC

5.15K

Jun 30, 26

+437

0.01%

Princeton Global Asset Management LLC

4.52K

Jun 30, 26

+834

0.01%

United Community Bank

3.88K

Jun 30, 26

+160

0.01%

Steward Partners Investment Advisory, LLC

1.50K

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Pathstone Holdings, LLC

Jun 30, 26

-16.47K

Henderson Brothers Financial Partners, LLC

Jun 30, 26

-9.44K

Independent Advisor Alliance

Jun 30, 26

-99.61K

Western Wealth Management, LLC

Jun 30, 26

-7.66K

Resources Investment Advisors, LLC.

Jun 30, 26

-11.50K

GREAT VALLEY ADVISOR GROUP, INC.

Jun 30, 26

-27.05K

WADDELL & ASSOCIATES, LLC

Jun 30, 26

-31.45K

FLOW TRADERS U.S. LLC

Jun 30, 26

-11.35K

StoneX Group Inc.

Jun 30, 26

-9.74K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-20.11K

Mariner, LLC

Jun 30, 26

-155.63K

ALLIANCEBERNSTEIN L.P.

22.67M

Mar 31, 26

+802.99K

41.96%

ENVESTNET ASSET MANAGEMENT INC

499.86K

Mar 31, 26

+324.06K

0.93%

Strid Group, LLC

388.46K

Mar 31, 26

+52.86K

0.72%

JPMORGAN CHASE & CO

318.00K

Mar 31, 26

-570.23K

0.59%

SevenBridge Financial Group, LLC

277.81K

Mar 31, 26

-12.70K

0.51%

HighTower Advisors, LLC

269.35K

Mar 31, 26

+258.95K

0.50%

RAYMOND JAMES FINANCIAL INC

219.91K

Mar 31, 26

+50.27K

0.41%

CWM, LLC

181.23K

Mar 31, 26

+156.94K

0.34%

JOURNEY STRATEGIC WEALTH LLC

169.61K

Mar 31, 26

+2.03K

0.31%

TRUIST FINANCIAL CORP

158.52K

Mar 31, 26

+8.73K

0.29%

Fluent Financial, LLC

150.79K

Mar 31, 26

+70.75K

0.28%

Rockefeller Capital Management L.P.

138.96K

Mar 31, 26

+16.36K

0.26%

MML INVESTORS SERVICES, LLC

129.28K

Mar 31, 26

+56.75K

0.24%

Independent Advisor Alliance

99.61K

Mar 31, 26

+99.61K

0.18%

Private Advisor Group, LLC

81.43K

Mar 31, 26

+31.47K

0.15%

Cambridge Investment Research Advisors, Inc.

64.64K

Mar 31, 26

-962

0.12%

Elequin Securities, LLC

64.43K

Mar 31, 26

+64.43K

0.12%

Skopos Labs, Inc.

45.49K

Mar 31, 26

+30.63K

0.08%

Cresset Asset Management, LLC

34.29K

Mar 31, 26

+34.29K

0.06%

DAVENPORT & Co LLC

32.82K

Mar 31, 26

+6.40K

0.06%

WADDELL & ASSOCIATES, LLC

31.45K

Mar 31, 26

+11.70K

0.06%

GREAT VALLEY ADVISOR GROUP, INC.

27.05K

Mar 31, 26

+1.02K

0.05%

ORBA Wealth Advisors, L.L.C.

22.52K

Mar 31, 26

+3.50K

0.04%

Pathstone Holdings, LLC

16.47K

Mar 31, 26

-1.50K

0.03%

Atria Investments, Inc

15.97K

Mar 31, 26

-369.98K

0.03%

Quantinno Capital Management LP

11.96K

Mar 31, 26

-273.14K

0.02%

Resources Investment Advisors, LLC.

11.50K

Mar 31, 26

-119

0.02%

FLOW TRADERS U.S. LLC

11.35K

Mar 31, 26

+11.35K

0.02%

Alliance Wealth Advisors, LLC

10.10K

Mar 31, 26

-200

0.02%

Hapanowicz & Associates Financial Services, Inc

9.83K

Mar 31, 26

+9.83K

0.02%

Detalus Advisors, LLC

9.80K

Mar 31, 26

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

9.54K

Mar 31, 26

+9.54K

0.02%

HARBOUR INVESTMENTS, INC.

8.72K

Mar 31, 26

-33.76K

0.02%

PRIVATE TRUST CO NA

7.29K

Mar 31, 26

-704

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.85K

Mar 31, 26

+2.73K

0.01%

AE Wealth Management LLC

4.71K

Mar 31, 26

+4.71K

0.01%

Princeton Global Asset Management LLC

3.68K

Mar 31, 26

+3.68K

0.01%

WELLS FARGO & COMPANY/MN

3.11K

Mar 31, 26

-1.21K

0.01%

Tower Research Capital LLC (TRC)

1.87K

Mar 31, 26

+1.87K

0.00%

ASSETMARK, INC

Mar 31, 26

+13

0.00%

NORTHERN TRUST CORP

Mar 31, 26

-8.89K

Worth Financial Advisory Group, LLC

Mar 31, 26

-8.11K

Lido Advisors, LLC

Mar 31, 26

-13.20K

COMERICA BANK

10.46K

Dec 31, 25

+8.49K

0.02%

Smith Anglin Financial, LLC

82.06K

Jun 30, 25

+683

0.15%

AVANTAX ADVISORY SERVICES, INC.

23.14K

Jun 30, 25

+450

0.04%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-545

Bison Wealth, LLC

Dec 31, 24

-8.58K

Raymond James Financial Services Advisors, Inc.

9.17K

Sep 30, 24

+9.17K

0.02%

WEALTHSOURCE PARTNERS, LLC

40.42K

Dec 31, 23

+40.42K

0.07%