F/m US Treasury 3 Month Bill Fund(TBIL)

$49.85—

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F/m US Treasury 3 Month Bill Fund(TBIL)

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$49.85—

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TBIL(TBIL)

TBIL

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Institutional Ownership

Top 361 Institutional Holders

Holder	Shares	Date	Change	% Held
Private Advisor Group, LLC	1.08M	Jun 30, 26	+45.97K	0.77%
BENJAMIN EDWARDS INC	1.07M	Jun 30, 26	+33.00K	0.75%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	833.24K	Jun 30, 26	-16.32K	0.59%
Capital Investment Counsel, Inc	528.87K	Jun 30, 26	+70.09K	0.37%
Cambridge Investment Research Advisors, Inc.	493.76K	Jun 30, 26	+105.78K	0.35%
IBEX WEALTH ADVISORS	390.21K	Jun 30, 26	-616	0.28%
Family Office Research LLC	278.26K	Jun 30, 26	+46.65K	0.20%
Avidian Wealth Solutions, LLC	264.28K	Jun 30, 26	-21.49K	0.19%
MBL Wealth, LLC	258.05K	Jun 30, 26	+33.18K	0.18%
Wealthquest Corp	221.79K	Jun 30, 26	-22.00K	0.16%
Revolve Wealth Partners, LLC	194.14K	Jun 30, 26	+62.27K	0.14%
Intrua Financial, LLC	179.16K	Jun 30, 26	+60.54K	0.13%
Apella Capital, LLC	171.56K	Jun 30, 26	+37.39K	0.12%
RFG Advisory, LLC	161.21K	Jun 30, 26	+7.57K	0.11%
Spinnaker Investment Group, LLC	150.26K	Jun 30, 26	+56.93K	0.11%
First Heartland Consultants, Inc.	145.92K	Jun 30, 26	+10.78K	0.10%
Pinnacle Wealth Management Group, Inc.	125.08K	Jun 30, 26	+904	0.09%
Cypress Capital, LLC	119.75K	Jun 30, 26	+14.18K	0.08%
Farther Finance Advisors, LLC	106.28K	Jun 30, 26	+13.99K	0.08%
KINGSWOOD WEALTH ADVISORS, LLC	105.74K	Jun 30, 26	+77.43K	0.07%
Fortis Group Advisors, LLC	102.25K	Jun 30, 26	-16.37K	0.07%
Sovereign Financial Group, Inc.	96.30K	Jun 30, 26	-9.27K	0.07%
VISION FINANCIAL MARKETS LLC	95.69K	Jun 30, 26	-7.40K	0.07%
Forum Financial Management, LP	95.59K	Jun 30, 26	-400	0.07%
Global View Capital Management LLC	79.66K	Jun 30, 26	+3.46K	0.06%
DAVENPORT & Co LLC	79.59K	Jun 30, 26	-3.36K	0.06%
Wealthcare Advisory Partners LLC	75.13K	Jun 30, 26	-13.68K	0.05%
Formidable Asset Management, LLC	74.46K	Jun 30, 26	-2.44K	0.05%
MATAURO, LLC	64.55K	Jun 30, 26	-3.24K	0.05%
Bright Futures Wealth Management, LLC.	56.14K	Jun 30, 26	-15.11K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	56.12K	Jun 30, 26	-6.81K	0.04%
Rockport Wealth LLC	56.09K	Jun 30, 26	+46.07K	0.04%
FLAGSHIP HARBOR ADVISORS, LLC	52.73K	Jun 30, 26	-18.42K	0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	49.58K	Jun 30, 26	-845	0.04%
VisionPoint Advisory Group, LLC	48.97K	Jun 30, 26	+1.28K	0.03%
Wealth Advisory Solutions, LLC	48.47K	Jun 30, 26	+2.93K	0.03%
PETRA FINANCIAL ADVISORS INC	47.38K	Jun 30, 26	+11.44K	0.03%
Silver Coast Investments LLC	41.45K	Jun 30, 26	-4.23K	0.03%
Longview Financial Advisors, Inc.	36.96K	Jun 30, 26	-12.37K	0.03%
Clarus Group, Inc.	35.68K	Jun 30, 26	+9.00K	0.03%
Marshall & Sterling Wealth Advisors Inc.	35.32K	Jun 30, 26	+312	0.02%
Concurrent Investment Advisors, LLC	35.10K	Jun 30, 26	-7.93K	0.02%
Mattern Wealth Management LLC	35.06K	Jun 30, 26	+25.23K	0.02%
Gladstone Institutional Advisory LLC	34.70K	Jun 30, 26	+10.43K	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	34.55K	Jun 30, 26	-31.19K	0.02%
Koshinski Asset Management, Inc.	33.97K	Jun 30, 26	-3.37K	0.02%
AdvisorNet Financial, Inc	33.56K	Jun 30, 26	-4.94K	0.02%
IFP Advisors, Inc	32.16K	Jun 30, 26	-7.26K	0.02%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	27.04K	Jun 30, 26	+9.68K	0.02%
Strategic Investment Solutions, Inc. /IL	25.83K	Jun 30, 26	-1.87K	0.02%
Ignite Planners, LLC	24.64K	Jun 30, 26	-7.68K	0.02%
J.W. COLE ADVISORS, INC.	23.91K	Jun 30, 26	-1.98K	0.02%
WARNER FINANCIAL, INC	23.89K	Jun 30, 26	+2.05K	0.02%
Harbour Capital Advisors, LLC	23.61K	Jun 30, 26	-9.57K	0.02%
Capital Investment Advisory Services, LLC	23.42K	Jun 30, 26	+7.12K	0.02%
Eagle Strategies LLC	20.86K	Jun 30, 26	+20.86K	0.01%
Global Assets Advisory, LLC	20.08K	Jun 30, 26	+20.08K	0.01%
BOYUM WEALTH ARCHITECTS LLC	19.31K	Jun 30, 26	-29.54K	0.01%
Core Wealth Partners LLC	17.73K	Jun 30, 26	-4	0.01%
Apollon Financial, LLC	16.94K	Jun 30, 26	+955	0.01%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	15.88K	Jun 30, 26	-8.29K	0.01%
Trilogy Capital Inc.	15.21K	Jun 30, 26	-960	0.01%
Spire Wealth Management	15.11K	Jun 30, 26	+1.85K	0.01%
EverSource Wealth Advisors, LLC	14.67K	Jun 30, 26	+3.01K	0.01%
TrueWealth Advisors, LLC	13.79K	Jun 30, 26	+4.01K	0.01%
Cornerstone Wealth Management, LLC	13.71K	Jun 30, 26	-4.67K	0.01%
Royal Fund Management, LLC	13.47K	Jun 30, 26	+1.93K	0.01%
Diversified Trust Co	12.50K	Jun 30, 26	--	0.01%
WMG Financial Advisors, LLC	12.36K	Jun 30, 26	-500	0.01%
Accurate Wealth Management, LLC	11.46K	Jun 30, 26	+101	0.01%
Fiduciary Alliance LLC	11.13K	Jun 30, 26	-101.85K	0.01%
Dynamic Advisor Solutions LLC	11.00K	Jun 30, 26	--	0.01%
Strong Tower Advisory Services	10.99K	Jun 30, 26	+900	0.01%
Westside Investment Management, Inc.	10.80K	Jun 30, 26	+1.00K	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	10.36K	Jun 30, 26	--	0.01%
Elmwood Wealth Management, Inc.	10.31K	Jun 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	10.00K	Jun 30, 26	+10.00K	0.01%
Encompass More Asset Management	9.94K	Jun 30, 26	-964	0.01%
Golden State Wealth Management, LLC	9.63K	Jun 30, 26	-82	0.01%
Opal Wealth Advisors, LLC	9.45K	Jun 30, 26	-1.27K	0.01%
CX Institutional	9.19K	Jun 30, 26	-267	0.01%
KPP Advisory Services LLC	9.14K	Jun 30, 26	-1.99K	0.01%
Financial Guidance Group, Inc.	8.90K	Jun 30, 26	--	0.01%
Castle Rock Wealth Management, LLC	8.08K	Jun 30, 26	-20	0.01%
BRADY FAMILY WEALTH, LLC	7.95K	Jun 30, 26	+7.95K	0.01%
Park Edge Advisors, LLC	7.62K	Jun 30, 26	-2.29K	0.01%
Samalin Investment Counsel, LLC	7.50K	Jun 30, 26	+2.00K	0.01%
Roxbury Financial LLC	7.03K	Jun 30, 26	+1.76K	0.00%
Brookwood Investment Group LLC	6.98K	Jun 30, 26	--	0.00%
Annex Advisory Services, LLC	6.70K	Jun 30, 26	+6.70K	0.00%
Integras Partners LLC	6.52K	Jun 30, 26	-4.22K	0.00%
Sunpointe, LLC	6.34K	Jun 30, 26	+75	0.00%
Wealth Alliance Advisory Group, LLC	6.01K	Jun 30, 26	+6.01K	0.00%
Castleview Partners, LLC	5.69K	Jun 30, 26	+5.69K	0.00%
Crown Wealth Group, LLC	5.50K	Jun 30, 26	-219	0.00%
Apollon Wealth Management, LLC	5.50K	Jun 30, 26	-4.90K	0.00%
Venture Visionary Partners LLC	5.40K	Jun 30, 26	--	0.00%
Cornerstone Wealth Group, LLC	5.01K	Jun 30, 26	--	0.00%
CFS Investment Advisory Services, LLC	4.50K	Jun 30, 26	-1.50K	0.00%
LRI Investments, LLC	1.80K	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	1.20K	Jun 30, 26	+1.20K	0.00%
LifeSteps Financial, Inc.	600	Jun 30, 26	+600	0.00%
HARBOR INVESTMENT ADVISORY, LLC	600	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	542	Jun 30, 26	-4	0.00%
GoalVest Advisory LLC	520	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	500	Jun 30, 26	--	0.00%
TSFG, LLC	438	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	44	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	2	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-2.32K	--
CORA CAPITAL ADVISORS LLC	--	Jun 30, 26	-15.43K	--
MANCHESTER FINANCIAL INC	--	Jun 30, 26	-123.87K	--
Mirae Asset Global Investments Co., Ltd.	--	Jun 30, 26	-697.00K	--
Coastal Investment Advisors, Inc.	--	Jun 30, 26	-2.50K	--
WT Wealth Management	--	Jun 30, 26	-4.75K	--
MARINO, STRAM & ASSOCIATES LLC	--	Jun 30, 26	-4.59K	--
YANKCOM Partnership	--	Jun 30, 26	-100	--
CWA Asset Management Group, LLC	--	Jun 30, 26	-27.61K	--
Heritage Wealth Management, Inc. /CA/	--	Jun 30, 26	-10.00K	--
SFG Wealth Management, LLC.	--	Jun 30, 26	-41.61K	--
MORGAN STANLEY	11.06M	Mar 31, 26	+1.25M	7.81%
LPL Financial LLC	10.83M	Mar 31, 26	+1.01M	7.65%
RAYMOND JAMES FINANCIAL INC	3.58M	Mar 31, 26	+1.19M	2.53%
WELLS FARGO & COMPANY/MN	3.12M	Mar 31, 26	+1.25M	2.20%
STIFEL FINANCIAL CORP	2.38M	Mar 31, 26	+314.74K	1.68%
HighTower Advisors, LLC	1.79M	Mar 31, 26	+1.73M	1.26%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	1.40M	Mar 31, 26	+69.32K	0.99%
Independent Advisor Alliance	1.21M	Mar 31, 26	+1.16M	0.85%
Private Advisor Group, LLC	1.04M	Mar 31, 26	+236.38K	0.73%
F/M Investments LLC	911.14K	Mar 31, 26	+108.71K	0.64%
Stratos Wealth Partners, LTD.	897.55K	Mar 31, 26	+774.05K	0.63%
JOURNEY STRATEGIC WEALTH LLC	832.58K	Mar 31, 26	-233.81K	0.59%
COMMONWEALTH EQUITY SERVICES, LLC	786.14K	Mar 31, 26	-69.86K	0.56%
Equitable Holdings, Inc.	777.87K	Mar 31, 26	+561.77K	0.55%
ENVESTNET ASSET MANAGEMENT INC	761.64K	Mar 31, 26	-152.70K	0.54%
UBS Group AG	688.89K	Mar 31, 26	+9.23K	0.49%
Integrated Wealth Concepts LLC	619.23K	Mar 31, 26	+441.32K	0.44%
MML INVESTORS SERVICES, LLC	618.78K	Mar 31, 26	-635.05K	0.44%
Steward Partners Investment Advisory, LLC	559.50K	Mar 31, 26	+224.97K	0.40%
Savvy Advisors, Inc.	472.76K	Mar 31, 26	+464.09K	0.33%
Cetera Investment Advisers	444.34K	Mar 31, 26	+34.64K	0.31%
Mariner, LLC	444.06K	Mar 31, 26	-607.91K	0.31%
JPMORGAN CHASE & CO	418.27K	Mar 31, 26	+205.67K	0.30%
FLPUTNAM INVESTMENT MANAGEMENT CO	415.37K	Mar 31, 26	+269.73K	0.29%
Kestra Advisory Services, LLC	410.02K	Mar 31, 26	+192.91K	0.29%
TOTAL INVESTMENT MANAGEMENT INC	391.23K	Mar 31, 26	-601.65K	0.28%
IBEX WEALTH ADVISORS	390.83K	Mar 31, 26	+64.23K	0.28%
Cambridge Investment Research Advisors, Inc.	387.99K	Mar 31, 26	-118.14K	0.27%
CENTRAL TRUST Co	378.95K	Mar 31, 26	-49.97K	0.27%
SCOTIA CAPITAL INC.	347.87K	Mar 31, 26	-41.15K	0.25%
Proactive Wealth Strategies LLC	331.02K	Mar 31, 26	+186.37K	0.23%
Toroso Investments, LLC	320.75K	Mar 31, 26	+219.32K	0.23%
Neuberger Berman Group LLC	305.98K	Mar 31, 26	+155.11K	0.22%
AQR CAPITAL MANAGEMENT LLC	301.44K	Mar 31, 26	-453.33K	0.21%
TCFG WEALTH MANAGEMENT, LLC	300.07K	Mar 31, 26	+295.44K	0.21%
Sterling Group Wealth Management, LLC	275.30K	Mar 31, 26	+46.82K	0.19%
Baird Financial Group, Inc.	259.37K	Mar 31, 26	+69.36K	0.18%
Generation Capital Management LLC	258.65K	Mar 31, 26	-2.05K	0.18%
Strait & Sound Wealth Management LLC	238.78K	Mar 31, 26	+17.11K	0.17%
Alpine Bank Wealth Management	220.21K	Mar 31, 26	-2.74K	0.16%
EP Wealth Advisors, LLC	213.90K	Mar 31, 26	+206.78K	0.15%
Creative Planning	185.31K	Mar 31, 26	+81.61K	0.13%
Western Wealth Management, LLC	185.18K	Mar 31, 26	+185.18K	0.13%
Coign Capital Advisors LLC	184.83K	Mar 31, 26	-3.54K	0.13%
MONEY CONCEPTS CAPITAL CORP	175.19K	Mar 31, 26	+4.67K	0.12%
NFP Retirement, Inc.	161.73K	Mar 31, 26	+154.19K	0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	154.06K	Mar 31, 26	+4.31K	0.11%
WILEY BROS.-AINTREE CAPITAL, LLC	142.46K	Mar 31, 26	+47.95K	0.10%
Clear Creek Financial Management, LLC	138.61K	Mar 31, 26	-3.63K	0.10%
B & T Capital Management DBA Alpha Capital Management	121.89K	Mar 31, 26	-55.86K	0.09%
SRS Capital Advisors, Inc.	108.31K	Mar 31, 26	+108.31K	0.08%
Jaffetilchin Investment Partners, LLC	106.88K	Mar 31, 26	+6.53K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	103.92K	Mar 31, 26	-165.33K	0.07%
Founders Financial Alliance, LLC	101.64K	Mar 31, 26	+2.57K	0.07%
Hilton Capital Management, LLC	95.05K	Mar 31, 26	-2.59K	0.07%
Ashton Thomas Private Wealth, LLC	93.30K	Mar 31, 26	+8.24K	0.07%
Pensionmark Financial Group, LLC	92.35K	Mar 31, 26	-317	0.07%
Lido Advisors, LLC	90.84K	Mar 31, 26	-161.58K	0.06%
Copia Wealth Management	78.71K	Mar 31, 26	-26.91K	0.06%
Beacon Pointe Advisors, LLC	75.33K	Mar 31, 26	+4.65K	0.05%
Mutual Advisors, LLC	72.79K	Mar 31, 26	+43.17K	0.05%
TRUIST FINANCIAL CORP	70.05K	Mar 31, 26	+23.74K	0.05%
Parallel Advisors, LLC	65.23K	Mar 31, 26	+7.59K	0.05%
Kingsview Wealth Management, LLC	62.42K	Mar 31, 26	+55.12K	0.04%
Crew Capital Management, Ltd.	57.55K	Mar 31, 26	-9.32K	0.04%
NewEdge Advisors, LLC	53.05K	Mar 31, 26	+8.95K	0.04%
MGO ONE SEVEN LLC	52.20K	Mar 31, 26	+11.22K	0.04%
AE Wealth Management LLC	49.66K	Mar 31, 26	+14.61K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	47.98K	Mar 31, 26	-9.30K	0.03%
Sigma Planning Corp	47.85K	Mar 31, 26	-4.58K	0.03%
Cerity Partners LLC	46.30K	Mar 31, 26	+7.40K	0.03%
Ameritas Advisory Services, LLC	44.30K	Mar 31, 26	+1.44K	0.03%
Maia Wealth LLC	44.11K	Mar 31, 26	-2.97K	0.03%
GUARDIAN WEALTH ADVISORS, LLC / NC	43.91K	Mar 31, 26	+14.77K	0.03%
Concurrent Investment Advisors, LLC	43.04K	Mar 31, 26	-33.83K	0.03%
BANK OF MONTREAL /CAN/	42.98K	Mar 31, 26	+31.76K	0.03%
FIFTH THIRD BANCORP	42.14K	Mar 31, 26	+42.14K	0.03%
49 WEALTH MANAGEMENT, LLC	41.97K	Mar 31, 26	-866	0.03%
WEDBUSH SECURITIES INC	41.55K	Mar 31, 26	+7.21K	0.03%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	39.78K	Mar 31, 26	+3.65K	0.03%
Summit Financial, LLC	37.35K	Mar 31, 26	+37.35K	0.03%
SIGNET FINANCIAL MANAGEMENT, LLC	36.32K	Mar 31, 26	+10.59K	0.03%
Opus Capital Group, LLC	33.51K	Mar 31, 26	+33.51K	0.02%
Sage Mountain Advisors LLC	32.20K	Mar 31, 26	--	0.02%
Ausdal Financial Partners, Inc.	32.00K	Mar 31, 26	+17.24K	0.02%
Betterment LLC	31.72K	Mar 31, 26	-15.64K	0.02%
ADVISOR GROUP HOLDINGS, INC.	31.32K	Mar 31, 26	-6.93K	0.02%
RETIREMENT CAPITAL STRATEGIES	29.09K	Mar 31, 26	-9.04K	0.02%
Transcendent Capital Group LLC	29.08K	Mar 31, 26	-9.94K	0.02%
HighPoint Advisor Group LLC	26.57K	Mar 31, 26	-5.12K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	25.72K	Mar 31, 26	+25.72K	0.02%
Gladstone Institutional Advisory LLC	24.27K	Mar 31, 26	+1.23K	0.02%
Prostatis Group LLC	24.10K	Mar 31, 26	+40	0.02%
DENVER WEALTH MANAGEMENT, INC.	23.98K	Mar 31, 26	-19.70K	0.02%
CAPTRUST FINANCIAL ADVISORS	23.88K	Mar 31, 26	-33.80K	0.02%
Widmann Financial Services, Inc.	23.70K	Mar 31, 26	+5.20K	0.02%
Resources Investment Advisors, LLC.	23.35K	Mar 31, 26	-19.59K	0.02%
ALTFEST L J & CO INC	23.11K	Mar 31, 26	+1	0.02%
KG&L Capital Management,LLC	21.48K	Mar 31, 26	-22.86K	0.02%
Glass Jacobson Investment Advisors llc	20.40K	Mar 31, 26	-2.78K	0.01%
Everstar Asset Management, LLC	19.05K	Mar 31, 26	+10.04K	0.01%
CI Private Wealth, LLC	18.84K	Mar 31, 26	+3.05K	0.01%
Impact Partnership Wealth, LLC	18.83K	Mar 31, 26	+5.96K	0.01%
Sanctuary Advisors, LLC	18.73K	Mar 31, 26	+956	0.01%
PRINCIPAL SECURITIES, INC.	18.43K	Mar 31, 26	+2.83K	0.01%
Janney Montgomery Scott LLC	18.20K	Mar 31, 26	-316	0.01%
TruWealth Advisors, LLC	18.13K	Mar 31, 26	-496	0.01%
Fisher Asset Management, LLC	18.10K	Mar 31, 26	+18.10K	0.01%
CIBC WORLD MARKET INC.	17.88K	Mar 31, 26	-3.42K	0.01%
Capital Square, LLC	17.81K	Mar 31, 26	+17.81K	0.01%
HARBOUR INVESTMENTS, INC.	15.74K	Mar 31, 26	+7.72K	0.01%
CWM, LLC	15.50K	Mar 31, 26	-6.37K	0.01%
Tidemark, LLC	15.47K	Mar 31, 26	+231	0.01%
Claris Financial LLC	15.21K	Mar 31, 26	-540	0.01%
Moors & Cabot, Inc.	13.93K	Mar 31, 26	-3.66K	0.01%
Sandhill Capital Partners LLC	13.88K	Mar 31, 26	+13.88K	0.01%
CEERA INVESTMENTS, LLC	13.61K	Mar 31, 26	-845	0.01%
CreativeOne Wealth, LLC	13.47K	Mar 31, 26	+190	0.01%
Aviance Capital Partners, LLC	13.32K	Mar 31, 26	-400	0.01%
PRIVATE TRUST CO NA	13.30K	Mar 31, 26	+1.10K	0.01%
Oxbow Advisors, LLC	13.10K	Mar 31, 26	-7.27K	0.01%
Valtinson Bruner Financial Planning LLC	12.87K	Mar 31, 26	-1.71K	0.01%
NewEdge Wealth, LLC	12.26K	Mar 31, 26	-20	0.01%
IHT Wealth Management, LLC	12.19K	Mar 31, 26	-6.25K	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	11.36K	Mar 31, 26	-1.76K	0.01%
Hamilton Wealth, LLC	10.87K	Mar 31, 26	-8.40K	0.01%
Hilltop Holdings Inc.	10.55K	Mar 31, 26	+10.55K	0.01%
OPPENHEIMER & CO INC	10.55K	Mar 31, 26	-3.51K	0.01%
WESTBOURNE INVESTMENTS, INC.	10.46K	Mar 31, 26	+10.46K	0.01%
Meridian Wealth Management, LLC	10.32K	Mar 31, 26	-2.21K	0.01%
Rockport Wealth LLC	10.03K	Mar 31, 26	+5.24K	0.01%
Outlook Wealth Advisors, LLC	10.02K	Mar 31, 26	+15	0.01%
Rockefeller Capital Management L.P.	9.58K	Mar 31, 26	-21.35K	0.01%
RED CRANE WEALTH MANAGEMENT, LLC	9.42K	Mar 31, 26	-2.66K	0.01%
NATIONAL BANK OF CANADA /FI/	9.24K	Mar 31, 26	-4.99K	0.01%
CENTAURUS FINANCIAL, INC.	9.10K	Mar 31, 26	-29	0.01%
Aptus Capital Advisors, LLC	8.90K	Mar 31, 26	--	0.01%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	8.81K	Mar 31, 26	-875	0.01%
MPWM ADVISORY SOLUTIONS, LLC	8.51K	Mar 31, 26	+2.42K	0.01%
Brinker Capital Investments, LLC	7.91K	Mar 31, 26	-48.57K	0.01%
CALTON & ASSOCIATES, INC.	7.74K	Mar 31, 26	-6.99K	0.01%
Holistic Planning, LLC	7.73K	Mar 31, 26	+7.73K	0.01%
US BANCORP \DE\	7.72K	Mar 31, 26	--	0.01%
Perigon Wealth Management, LLC	7.54K	Mar 31, 26	-17.33K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	7.53K	Mar 31, 26	+601	0.01%
SMITH, MOORE & CO.	7.30K	Mar 31, 26	+7.30K	0.01%
Integrated Advisors Network LLC	7.22K	Mar 31, 26	+919	0.01%
Quantinno Capital Management LP	7.01K	Mar 31, 26	+2.00K	0.00%
VanWeelden Wealth Management, LLC	6.92K	Mar 31, 26	-276.70K	0.00%
LEVEL FOUR ADVISORY SERVICES, LLC	6.85K	Mar 31, 26	+6.85K	0.00%
Latitude Advisors, LLC	6.59K	Mar 31, 26	-146	0.00%
Belpointe Asset Management LLC	6.39K	Mar 31, 26	+34	0.00%
Astoria Portfolio Advisors LLC.	6.35K	Mar 31, 26	--	0.00%
STEPHENS INC /AR/	5.54K	Mar 31, 26	--	0.00%
Samalin Investment Counsel, LLC	5.50K	Mar 31, 26	+5.50K	0.00%
BANK OF AMERICA CORP /DE/	5.38K	Mar 31, 26	--	0.00%
Astra Wealth Partners LLC	5.35K	Mar 31, 26	-767	0.00%
Camarda Financial Advisors, LLC	5.31K	Mar 31, 26	+16	0.00%
MAI Capital Management	5.25K	Mar 31, 26	+2	0.00%
Wellington Shields & Co., LLC	5.25K	Mar 31, 26	+5.25K	0.00%
Centerpoint Advisory Group	5.21K	Mar 31, 26	--	0.00%
Atria Investments, Inc	5.03K	Mar 31, 26	-594	0.00%
Occidental Asset Management, LLC	5.00K	Mar 31, 26	--	0.00%
Vermillion & White Wealth Management Group, LLC	4.63K	Mar 31, 26	+19	0.00%
WESPAC Advisors, LLC	4.60K	Mar 31, 26	-381	0.00%
Dakota Wealth Management	4.15K	Mar 31, 26	--	0.00%
Claro Advisors LLC	4.07K	Mar 31, 26	+4.07K	0.00%
Banque Cantonale Vaudoise	3.24K	Mar 31, 26	+180	0.00%
Federation des caisses Desjardins du Quebec	3.00K	Mar 31, 26	+3.00K	0.00%
Legacy Wealth Managment, LLC/ID	2.85K	Mar 31, 26	--	0.00%
Luminist Capital LLC	2.80K	Mar 31, 26	--	0.00%
S.A. Mason LLC	2.48K	Mar 31, 26	+175	0.00%
ROTHSCHILD INVESTMENT LLC	1.20K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	1.10K	Mar 31, 26	--	0.00%
FMR LLC	1.05K	Mar 31, 26	-1.20K	0.00%
ROYAL BANK OF CANADA	834	Mar 31, 26	-4.85K	0.00%
Allworth Financial LP	821	Mar 31, 26	+7	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	706	Mar 31, 26	-3	0.00%
Sunbelt Securities, Inc.	369	Mar 31, 26	-1.56K	0.00%
NBT BANK N A /NY	368	Mar 31, 26	+318	0.00%
North Star Investment Management Corp.	311	Mar 31, 26	--	0.00%
IFG Advisory, LLC	301	Mar 31, 26	-187.69K	0.00%
HANTZ FINANCIAL SERVICES, INC.	135	Mar 31, 26	+135	0.00%
Elevated Capital Advisors, LLC	85	Mar 31, 26	-4	0.00%
LOWE BROCKENBROUGH & CO INC	60	Mar 31, 26	-75	0.00%
Advisory Services Network, LLC	17	Mar 31, 26	+17	0.00%
True Link Financial Advisors, LLC	14	Mar 31, 26	+14	0.00%
Bank of New York Mellon Corp	--	Mar 31, 26	-4.21K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-150.31K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-83.63K	--
INSIGNEO ADVISORY SERVICES, LLC	--	Mar 31, 26	-4.01K	--
Strategic Advocates LLC	--	Mar 31, 26	-7.22K	--
Tuttle Capital Management, LLC	--	Mar 31, 26	-7.00K	--
TD Waterhouse Canada Inc.	--	Mar 31, 26	-13.53K	--
Capital Asset Advisory Services LLC	--	Mar 31, 26	-4.85K	--
Coston, McIsaac & Partners	--	Mar 31, 26	-50	--
DIVERSIFY WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-4.32K	--
Wealthstar Advisors, LLC	--	Mar 31, 26	-8.92K	--
Integrity Financial Corp /WA	--	Mar 31, 26	-8.42K	--
Summit Place Financial Advisors, LLC	--	Mar 31, 26	-4.40K	--
Lebenthal Global Advisors, LLC	--	Mar 31, 26	-20.86K	--
Pinnacle Family Advisors, LLC	--	Mar 31, 26	-4.76K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-4.85K	--
Divergent Planning, LLC	227.38K	Dec 31, 25	+19.45K	0.16%
COMERICA BANK	45.98K	Dec 31, 25	-6.12K	0.03%
Global Retirement Partners, LLC	25.65K	Dec 31, 25	+110	0.02%
Principia Wealth Advisory, LLC	16.73K	Dec 31, 25	+4.79K	0.01%
Prosperity Wealth Management, Inc.	9.09K	Dec 31, 25	-160	0.01%
GPS Wealth Strategies Group, LLC	6.30K	Dec 31, 25	+6.30K	0.00%
Moloney Securities Asset Management, LLC	345.30K	Sep 30, 25	-677.17K	0.24%
GRIES FINANCIAL LLC	242.15K	Sep 30, 25	-32.06K	0.17%
SYNOVUS FINANCIAL CORP	146.05K	Sep 30, 25	+10.03K	0.10%
Gitterman Wealth Management, LLC	18.57K	Sep 30, 25	+2.19K	0.01%
PINNACLE FINANCIAL PARTNERS INC	10.76K	Sep 30, 25	--	0.01%
Lindenwold Advisors, INC	4.15K	Sep 30, 25	--	0.00%
Guerra Advisors Inc	411	Sep 30, 25	+411	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-33.03K	--
PITCAIRN CO	--	Sep 30, 25	-25.45K	--
Semmax Financial Advisors Inc.	110.45K	Jun 30, 25	-15.02K	0.08%
AVANTAX ADVISORY SERVICES, INC.	28.93K	Jun 30, 25	-2.60K	0.02%
Atria Wealth Solutions, Inc.	21.26K	Jun 30, 25	+8.70K	0.02%
Good Life Advisors, LLC	15.38K	Jun 30, 25	-801	0.01%
Summit X, LLC	5.00K	Jun 30, 25	+5.00K	0.00%
Legacy Investment Solutions, LLC	2.85K	Jun 30, 25	+2.85K	0.00%
Orion Portfolio Solutions, LLC	12.08K	Mar 31, 25	+7.33K	0.01%
Lindbrook Capital, LLC	--	Mar 31, 25	-5.68K	--
Private Portfolio Partners LLC	9.70K	Dec 31, 24	+1.83K	0.01%
Householder Group Estate & Retirement Specialist, LLC	315	Dec 31, 24	-88.12K	0.00%
Raymond James Financial Services Advisors, Inc.	981.78K	Sep 30, 24	+765.92K	0.69%
RAYMOND JAMES & ASSOCIATES	105.16K	Sep 30, 24	+91.22K	0.07%
BENJAMIN F. EDWARDS & COMPANY, INC.	272.92K	Jun 30, 24	+52.36K	0.19%
ICA Group Wealth Management, LLC	200	Jun 30, 24	-900	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	--	Jun 30, 24	-4.94K	--
Knowledge Leaders Capital, LLC	--	Jun 30, 24	-65.52K	--
Cetera Advisors LLC	289.48K	Mar 31, 24	-911	0.20%
Cetera Advisor Networks LLC	6.86K	Mar 31, 24	+6.86K	0.00%
WEALTHSOURCE PARTNERS, LLC	92.79K	Dec 31, 23	+42.16K	0.07%
Bridgeworth, LLC	5.93K	Dec 31, 23	--	0.00%
ADIRONDACK RETIREMENT SPECIALISTS, INC.	403.94K	Sep 30, 23	+160.76K	0.29%
Truadvice, LLC	8.67K	Sep 30, 23	+8.67K	0.01%
Sargent Bickham Lagudis LLC	26.06K	Dec 31, 22	+26.06K	0.02%

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Holder

Date

Change

% Held

Private Advisor Group, LLC

1.08M

Jun 30, 26

+45.97K

0.77%

BENJAMIN EDWARDS INC

1.07M

Jun 30, 26

+33.00K

0.75%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

833.24K

Jun 30, 26

-16.32K

0.59%

Capital Investment Counsel, Inc

528.87K

Jun 30, 26

+70.09K

0.37%

Cambridge Investment Research Advisors, Inc.

493.76K

Jun 30, 26

+105.78K

0.35%

IBEX WEALTH ADVISORS

390.21K

Jun 30, 26

-616

0.28%

Family Office Research LLC

278.26K

Jun 30, 26

+46.65K

0.20%

Avidian Wealth Solutions, LLC

264.28K

Jun 30, 26

-21.49K

0.19%

MBL Wealth, LLC

258.05K

Jun 30, 26

+33.18K

0.18%

Wealthquest Corp

221.79K

Jun 30, 26

-22.00K

0.16%

Revolve Wealth Partners, LLC

194.14K

Jun 30, 26

+62.27K

0.14%

Intrua Financial, LLC

179.16K

Jun 30, 26

+60.54K

0.13%

Apella Capital, LLC

171.56K

Jun 30, 26

+37.39K

0.12%

RFG Advisory, LLC

161.21K

Jun 30, 26

+7.57K

0.11%

Spinnaker Investment Group, LLC

150.26K

Jun 30, 26

+56.93K

0.11%

First Heartland Consultants, Inc.

145.92K

Jun 30, 26

+10.78K

0.10%

Pinnacle Wealth Management Group, Inc.

125.08K

Jun 30, 26

+904

0.09%

Cypress Capital, LLC

119.75K

Jun 30, 26

+14.18K

0.08%

Farther Finance Advisors, LLC

106.28K

Jun 30, 26

+13.99K

0.08%

KINGSWOOD WEALTH ADVISORS, LLC

105.74K

Jun 30, 26

+77.43K

0.07%

Fortis Group Advisors, LLC

102.25K

Jun 30, 26

-16.37K

0.07%

Sovereign Financial Group, Inc.

96.30K

Jun 30, 26

-9.27K

0.07%

VISION FINANCIAL MARKETS LLC

95.69K

Jun 30, 26

-7.40K

0.07%

Forum Financial Management, LP

95.59K

Jun 30, 26

-400

0.07%

Global View Capital Management LLC

79.66K

Jun 30, 26

+3.46K

0.06%

DAVENPORT & Co LLC

79.59K

Jun 30, 26

-3.36K

0.06%

Wealthcare Advisory Partners LLC

75.13K

Jun 30, 26

-13.68K

0.05%

Formidable Asset Management, LLC

74.46K

Jun 30, 26

-2.44K

0.05%

MATAURO, LLC

64.55K

Jun 30, 26

-3.24K

0.05%

Bright Futures Wealth Management, LLC.

56.14K

Jun 30, 26

-15.11K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

56.12K

Jun 30, 26

-6.81K

0.04%

Rockport Wealth LLC

56.09K

Jun 30, 26

+46.07K

0.04%

FLAGSHIP HARBOR ADVISORS, LLC

52.73K

Jun 30, 26

-18.42K

0.04%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

49.58K

Jun 30, 26

-845

0.04%

VisionPoint Advisory Group, LLC

48.97K

Jun 30, 26

+1.28K

0.03%

Wealth Advisory Solutions, LLC

48.47K

Jun 30, 26

+2.93K

0.03%

PETRA FINANCIAL ADVISORS INC

47.38K

Jun 30, 26

+11.44K

0.03%

Silver Coast Investments LLC

41.45K

Jun 30, 26

-4.23K

0.03%

Longview Financial Advisors, Inc.

36.96K

Jun 30, 26

-12.37K

0.03%

Clarus Group, Inc.

35.68K

Jun 30, 26

+9.00K

0.03%

Marshall & Sterling Wealth Advisors Inc.

35.32K

Jun 30, 26

+312

0.02%

Concurrent Investment Advisors, LLC

35.10K

Jun 30, 26

-7.93K

0.02%

Mattern Wealth Management LLC

35.06K

Jun 30, 26

+25.23K

0.02%

Gladstone Institutional Advisory LLC

34.70K

Jun 30, 26

+10.43K

0.02%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

34.55K

Jun 30, 26

-31.19K

0.02%

Koshinski Asset Management, Inc.

33.97K

Jun 30, 26

-3.37K

0.02%

AdvisorNet Financial, Inc

33.56K

Jun 30, 26

-4.94K

0.02%

IFP Advisors, Inc

32.16K

Jun 30, 26

-7.26K

0.02%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

27.04K

Jun 30, 26

+9.68K

0.02%

Strategic Investment Solutions, Inc. /IL

25.83K

Jun 30, 26

-1.87K

0.02%

Ignite Planners, LLC

24.64K

Jun 30, 26

-7.68K

0.02%

J.W. COLE ADVISORS, INC.

23.91K

Jun 30, 26

-1.98K

0.02%

WARNER FINANCIAL, INC

23.89K

Jun 30, 26

+2.05K

0.02%

Harbour Capital Advisors, LLC

23.61K

Jun 30, 26

-9.57K

0.02%

Capital Investment Advisory Services, LLC

23.42K

Jun 30, 26

+7.12K

0.02%

Eagle Strategies LLC

20.86K

Jun 30, 26

+20.86K

0.01%

Global Assets Advisory, LLC

20.08K

Jun 30, 26

+20.08K

0.01%

BOYUM WEALTH ARCHITECTS LLC

19.31K

Jun 30, 26

-29.54K

0.01%

Core Wealth Partners LLC

17.73K

Jun 30, 26

-4

0.01%

Apollon Financial, LLC

16.94K

Jun 30, 26

+955

0.01%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

15.88K

Jun 30, 26

-8.29K

0.01%

Trilogy Capital Inc.

15.21K

Jun 30, 26

-960

0.01%

Spire Wealth Management

15.11K

Jun 30, 26

+1.85K

0.01%

EverSource Wealth Advisors, LLC

14.67K

Jun 30, 26

+3.01K

0.01%

TrueWealth Advisors, LLC

13.79K

Jun 30, 26

+4.01K

0.01%

Cornerstone Wealth Management, LLC

13.71K

Jun 30, 26

-4.67K

0.01%

Royal Fund Management, LLC

13.47K

Jun 30, 26

+1.93K

0.01%

Diversified Trust Co

12.50K

Jun 30, 26

0.01%

WMG Financial Advisors, LLC

12.36K

Jun 30, 26

-500

0.01%

Accurate Wealth Management, LLC

11.46K

Jun 30, 26

+101

0.01%

Fiduciary Alliance LLC

11.13K

Jun 30, 26

-101.85K

0.01%

Dynamic Advisor Solutions LLC

11.00K

Jun 30, 26

0.01%

Strong Tower Advisory Services

10.99K

Jun 30, 26

+900

0.01%

Westside Investment Management, Inc.

10.80K

Jun 30, 26

+1.00K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

10.36K

Jun 30, 26

0.01%

Elmwood Wealth Management, Inc.

10.31K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

10.00K

Jun 30, 26

+10.00K

0.01%

Encompass More Asset Management

9.94K

Jun 30, 26

-964

0.01%

Golden State Wealth Management, LLC

9.63K

Jun 30, 26

-82

0.01%

Opal Wealth Advisors, LLC

9.45K

Jun 30, 26

-1.27K

0.01%

CX Institutional

9.19K

Jun 30, 26

-267

0.01%

KPP Advisory Services LLC

9.14K

Jun 30, 26

-1.99K

0.01%

Financial Guidance Group, Inc.

8.90K

Jun 30, 26

0.01%

Castle Rock Wealth Management, LLC

8.08K

Jun 30, 26

-20

0.01%

BRADY FAMILY WEALTH, LLC

7.95K

Jun 30, 26

+7.95K

0.01%

Park Edge Advisors, LLC

7.62K

Jun 30, 26

-2.29K

0.01%

Samalin Investment Counsel, LLC

7.50K

Jun 30, 26

+2.00K

0.01%

Roxbury Financial LLC

7.03K

Jun 30, 26

+1.76K

0.00%

Brookwood Investment Group LLC

6.98K

Jun 30, 26

0.00%

Annex Advisory Services, LLC

6.70K

Jun 30, 26

+6.70K

0.00%

Integras Partners LLC

6.52K

Jun 30, 26

-4.22K

0.00%

Sunpointe, LLC

6.34K

Jun 30, 26

+75

0.00%

Wealth Alliance Advisory Group, LLC

6.01K

Jun 30, 26

+6.01K

0.00%

Castleview Partners, LLC

5.69K

Jun 30, 26

+5.69K

0.00%

Crown Wealth Group, LLC

5.50K

Jun 30, 26

-219

0.00%

Apollon Wealth Management, LLC

5.50K

Jun 30, 26

-4.90K

0.00%

Venture Visionary Partners LLC

5.40K

Jun 30, 26

0.00%

Cornerstone Wealth Group, LLC

5.01K

Jun 30, 26

0.00%

CFS Investment Advisory Services, LLC

4.50K

Jun 30, 26

-1.50K

0.00%

LRI Investments, LLC

1.80K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

1.20K

Jun 30, 26

+1.20K

0.00%

LifeSteps Financial, Inc.

600

Jun 30, 26

+600

0.00%

HARBOR INVESTMENT ADVISORY, LLC

600

Jun 30, 26

0.00%

CoreCap Advisors, LLC

542

Jun 30, 26

-4

0.00%

GoalVest Advisory LLC

520

Jun 30, 26

0.00%

NBC SECURITIES, INC.

500

Jun 30, 26

0.00%

TSFG, LLC

438

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-2.32K

CORA CAPITAL ADVISORS LLC

Jun 30, 26

-15.43K

MANCHESTER FINANCIAL INC

Jun 30, 26

-123.87K

Mirae Asset Global Investments Co., Ltd.

Jun 30, 26

-697.00K

Coastal Investment Advisors, Inc.

Jun 30, 26

-2.50K

WT Wealth Management

Jun 30, 26

-4.75K

MARINO, STRAM & ASSOCIATES LLC

Jun 30, 26

-4.59K

YANKCOM Partnership

Jun 30, 26

-100

CWA Asset Management Group, LLC

Jun 30, 26

-27.61K

Heritage Wealth Management, Inc. /CA/

Jun 30, 26

-10.00K

SFG Wealth Management, LLC.

Jun 30, 26

-41.61K

MORGAN STANLEY

11.06M

Mar 31, 26

+1.25M

7.81%

LPL Financial LLC

10.83M

Mar 31, 26

+1.01M

7.65%

RAYMOND JAMES FINANCIAL INC

3.58M

Mar 31, 26

+1.19M

2.53%

WELLS FARGO & COMPANY/MN

3.12M

Mar 31, 26

+1.25M

2.20%

STIFEL FINANCIAL CORP

2.38M

Mar 31, 26

+314.74K

1.68%

HighTower Advisors, LLC

1.79M

Mar 31, 26

+1.73M

1.26%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

1.40M

Mar 31, 26

+69.32K

0.99%

Independent Advisor Alliance

1.21M

Mar 31, 26

+1.16M

0.85%

Private Advisor Group, LLC

1.04M

Mar 31, 26

+236.38K

0.73%

F/M Investments LLC

911.14K

Mar 31, 26

+108.71K

0.64%

Stratos Wealth Partners, LTD.

897.55K

Mar 31, 26

+774.05K

0.63%

JOURNEY STRATEGIC WEALTH LLC

832.58K

Mar 31, 26

-233.81K

0.59%

COMMONWEALTH EQUITY SERVICES, LLC

786.14K

Mar 31, 26

-69.86K

0.56%

Equitable Holdings, Inc.

777.87K

Mar 31, 26

+561.77K

0.55%

ENVESTNET ASSET MANAGEMENT INC

761.64K

Mar 31, 26

-152.70K

0.54%

UBS Group AG

688.89K

Mar 31, 26

+9.23K

0.49%

Integrated Wealth Concepts LLC

619.23K

Mar 31, 26

+441.32K

0.44%

MML INVESTORS SERVICES, LLC

618.78K

Mar 31, 26

-635.05K

0.44%

Steward Partners Investment Advisory, LLC

559.50K

Mar 31, 26

+224.97K

0.40%

Savvy Advisors, Inc.

472.76K

Mar 31, 26

+464.09K

0.33%

Cetera Investment Advisers

444.34K

Mar 31, 26

+34.64K

0.31%

Mariner, LLC

444.06K

Mar 31, 26

-607.91K

0.31%

JPMORGAN CHASE & CO

418.27K

Mar 31, 26

+205.67K

0.30%

FLPUTNAM INVESTMENT MANAGEMENT CO

415.37K

Mar 31, 26

+269.73K

0.29%

Kestra Advisory Services, LLC

410.02K

Mar 31, 26

+192.91K

0.29%

TOTAL INVESTMENT MANAGEMENT INC

391.23K

Mar 31, 26

-601.65K

0.28%

IBEX WEALTH ADVISORS

390.83K

Mar 31, 26

+64.23K

0.28%

Cambridge Investment Research Advisors, Inc.

387.99K

Mar 31, 26

-118.14K

0.27%

CENTRAL TRUST Co

378.95K

Mar 31, 26

-49.97K

0.27%

SCOTIA CAPITAL INC.

347.87K

Mar 31, 26

-41.15K

0.25%

Proactive Wealth Strategies LLC

331.02K

Mar 31, 26

+186.37K

0.23%

Toroso Investments, LLC

320.75K

Mar 31, 26

+219.32K

0.23%

Neuberger Berman Group LLC

305.98K

Mar 31, 26

+155.11K

0.22%

AQR CAPITAL MANAGEMENT LLC

301.44K

Mar 31, 26

-453.33K

0.21%

TCFG WEALTH MANAGEMENT, LLC

300.07K

Mar 31, 26

+295.44K

0.21%

Sterling Group Wealth Management, LLC

275.30K

Mar 31, 26

+46.82K

0.19%

Baird Financial Group, Inc.

259.37K

Mar 31, 26

+69.36K

0.18%

Generation Capital Management LLC

258.65K

Mar 31, 26

-2.05K

0.18%

Strait & Sound Wealth Management LLC

238.78K

Mar 31, 26

+17.11K

0.17%

Alpine Bank Wealth Management

220.21K

Mar 31, 26

-2.74K

0.16%

EP Wealth Advisors, LLC

213.90K

Mar 31, 26

+206.78K

0.15%

Creative Planning

185.31K

Mar 31, 26

+81.61K

0.13%

Western Wealth Management, LLC

185.18K

Mar 31, 26

+185.18K

0.13%

Coign Capital Advisors LLC

184.83K

Mar 31, 26

-3.54K

0.13%

MONEY CONCEPTS CAPITAL CORP

175.19K

Mar 31, 26

+4.67K

0.12%

NFP Retirement, Inc.

161.73K

Mar 31, 26

+154.19K

0.11%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

154.06K

Mar 31, 26

+4.31K

0.11%

WILEY BROS.-AINTREE CAPITAL, LLC

142.46K

Mar 31, 26

+47.95K

0.10%

Clear Creek Financial Management, LLC

138.61K

Mar 31, 26

-3.63K

0.10%

B & T Capital Management DBA Alpha Capital Management

121.89K

Mar 31, 26

-55.86K

0.09%

SRS Capital Advisors, Inc.

108.31K

Mar 31, 26

+108.31K

0.08%

Jaffetilchin Investment Partners, LLC

106.88K

Mar 31, 26

+6.53K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

103.92K

Mar 31, 26

-165.33K

0.07%

Founders Financial Alliance, LLC

101.64K

Mar 31, 26

+2.57K

0.07%

Hilton Capital Management, LLC

95.05K

Mar 31, 26

-2.59K

0.07%

Ashton Thomas Private Wealth, LLC

93.30K

Mar 31, 26

+8.24K

0.07%

Pensionmark Financial Group, LLC

92.35K

Mar 31, 26

-317

0.07%

Lido Advisors, LLC

90.84K

Mar 31, 26

-161.58K

0.06%

Copia Wealth Management

78.71K

Mar 31, 26

-26.91K

0.06%

Beacon Pointe Advisors, LLC

75.33K

Mar 31, 26

+4.65K

0.05%

Mutual Advisors, LLC

72.79K

Mar 31, 26

+43.17K

0.05%

TRUIST FINANCIAL CORP

70.05K

Mar 31, 26

+23.74K

0.05%

Parallel Advisors, LLC

65.23K

Mar 31, 26

+7.59K

0.05%

Kingsview Wealth Management, LLC

62.42K

Mar 31, 26

+55.12K

0.04%

Crew Capital Management, Ltd.

57.55K

Mar 31, 26

-9.32K

0.04%

NewEdge Advisors, LLC

53.05K

Mar 31, 26

+8.95K

0.04%

MGO ONE SEVEN LLC

52.20K

Mar 31, 26

+11.22K

0.04%

AE Wealth Management LLC

49.66K

Mar 31, 26

+14.61K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

47.98K

Mar 31, 26

-9.30K

0.03%

Sigma Planning Corp

47.85K

Mar 31, 26

-4.58K

0.03%

Cerity Partners LLC

46.30K

Mar 31, 26

+7.40K

0.03%

Ameritas Advisory Services, LLC

44.30K

Mar 31, 26

+1.44K

0.03%

Maia Wealth LLC

44.11K

Mar 31, 26

-2.97K

0.03%

GUARDIAN WEALTH ADVISORS, LLC / NC

43.91K

Mar 31, 26

+14.77K

0.03%

Concurrent Investment Advisors, LLC

43.04K

Mar 31, 26

-33.83K

0.03%

BANK OF MONTREAL /CAN/

42.98K

Mar 31, 26

+31.76K

0.03%

FIFTH THIRD BANCORP

42.14K

Mar 31, 26

+42.14K

0.03%

49 WEALTH MANAGEMENT, LLC

41.97K

Mar 31, 26

-866

0.03%

WEDBUSH SECURITIES INC

41.55K

Mar 31, 26

+7.21K

0.03%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

39.78K

Mar 31, 26

+3.65K

0.03%

Summit Financial, LLC

37.35K

Mar 31, 26

+37.35K

0.03%

SIGNET FINANCIAL MANAGEMENT, LLC

36.32K

Mar 31, 26

+10.59K

0.03%

Opus Capital Group, LLC

33.51K

Mar 31, 26

+33.51K

0.02%

Sage Mountain Advisors LLC

32.20K

Mar 31, 26

0.02%

Ausdal Financial Partners, Inc.

32.00K

Mar 31, 26

+17.24K

0.02%

Betterment LLC

31.72K

Mar 31, 26

-15.64K

0.02%

ADVISOR GROUP HOLDINGS, INC.

31.32K

Mar 31, 26

-6.93K

0.02%

RETIREMENT CAPITAL STRATEGIES

29.09K

Mar 31, 26

-9.04K

0.02%

Transcendent Capital Group LLC

29.08K

Mar 31, 26

-9.94K

0.02%

HighPoint Advisor Group LLC

26.57K

Mar 31, 26

-5.12K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

25.72K

Mar 31, 26

+25.72K

0.02%

Gladstone Institutional Advisory LLC

24.27K

Mar 31, 26

+1.23K

0.02%

Prostatis Group LLC

24.10K

Mar 31, 26

+40

0.02%

DENVER WEALTH MANAGEMENT, INC.

23.98K

Mar 31, 26

-19.70K

0.02%

CAPTRUST FINANCIAL ADVISORS

23.88K

Mar 31, 26

-33.80K

0.02%

Widmann Financial Services, Inc.

23.70K

Mar 31, 26

+5.20K

0.02%

Resources Investment Advisors, LLC.

23.35K

Mar 31, 26

-19.59K

0.02%

ALTFEST L J & CO INC

23.11K

Mar 31, 26

0.02%

KG&L Capital Management,LLC

21.48K

Mar 31, 26

-22.86K

0.02%

Glass Jacobson Investment Advisors llc

20.40K

Mar 31, 26

-2.78K

0.01%

Everstar Asset Management, LLC

19.05K

Mar 31, 26

+10.04K

0.01%

CI Private Wealth, LLC

18.84K

Mar 31, 26

+3.05K

0.01%

Impact Partnership Wealth, LLC

18.83K

Mar 31, 26

+5.96K

0.01%

Sanctuary Advisors, LLC

18.73K

Mar 31, 26

+956

0.01%

PRINCIPAL SECURITIES, INC.

18.43K

Mar 31, 26

+2.83K

0.01%

Janney Montgomery Scott LLC

18.20K

Mar 31, 26

-316

0.01%

TruWealth Advisors, LLC

18.13K

Mar 31, 26

-496

0.01%

Fisher Asset Management, LLC

18.10K

Mar 31, 26

+18.10K

0.01%

CIBC WORLD MARKET INC.

17.88K

Mar 31, 26

-3.42K

0.01%

Capital Square, LLC

17.81K

Mar 31, 26

+17.81K

0.01%

HARBOUR INVESTMENTS, INC.

15.74K

Mar 31, 26

+7.72K

0.01%

CWM, LLC

15.50K

Mar 31, 26

-6.37K

0.01%

Tidemark, LLC

15.47K

Mar 31, 26

+231

0.01%

Claris Financial LLC

15.21K

Mar 31, 26

-540

0.01%

Moors & Cabot, Inc.

13.93K

Mar 31, 26

-3.66K

0.01%

Sandhill Capital Partners LLC

13.88K

Mar 31, 26

+13.88K

0.01%

CEERA INVESTMENTS, LLC

13.61K

Mar 31, 26

-845

0.01%

CreativeOne Wealth, LLC

13.47K

Mar 31, 26

+190

0.01%

Aviance Capital Partners, LLC

13.32K

Mar 31, 26

-400

0.01%

PRIVATE TRUST CO NA

13.30K

Mar 31, 26

+1.10K

0.01%

Oxbow Advisors, LLC

13.10K

Mar 31, 26

-7.27K

0.01%

Valtinson Bruner Financial Planning LLC

12.87K

Mar 31, 26

-1.71K

0.01%

NewEdge Wealth, LLC

12.26K

Mar 31, 26

-20

0.01%

IHT Wealth Management, LLC

12.19K

Mar 31, 26

-6.25K

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

11.36K

Mar 31, 26

-1.76K

0.01%

Hamilton Wealth, LLC

10.87K

Mar 31, 26

-8.40K

0.01%

Hilltop Holdings Inc.

10.55K

Mar 31, 26

+10.55K

0.01%

OPPENHEIMER & CO INC

10.55K

Mar 31, 26

-3.51K

0.01%

WESTBOURNE INVESTMENTS, INC.

10.46K

Mar 31, 26

+10.46K

0.01%

Meridian Wealth Management, LLC

10.32K

Mar 31, 26

-2.21K

0.01%

Rockport Wealth LLC

10.03K

Mar 31, 26

+5.24K

0.01%

Outlook Wealth Advisors, LLC

10.02K

Mar 31, 26

+15

0.01%

Rockefeller Capital Management L.P.

9.58K

Mar 31, 26

-21.35K

0.01%

RED CRANE WEALTH MANAGEMENT, LLC

9.42K

Mar 31, 26

-2.66K

0.01%

NATIONAL BANK OF CANADA /FI/

9.24K

Mar 31, 26

-4.99K

0.01%

CENTAURUS FINANCIAL, INC.

9.10K

Mar 31, 26

-29

0.01%

Aptus Capital Advisors, LLC

8.90K

Mar 31, 26

0.01%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

8.81K

Mar 31, 26

-875

0.01%

MPWM ADVISORY SOLUTIONS, LLC

8.51K

Mar 31, 26

+2.42K

0.01%

Brinker Capital Investments, LLC

7.91K

Mar 31, 26

-48.57K

0.01%

CALTON & ASSOCIATES, INC.

7.74K

Mar 31, 26

-6.99K

0.01%

Holistic Planning, LLC

7.73K

Mar 31, 26

+7.73K

0.01%

US BANCORP \DE\

7.72K

Mar 31, 26

0.01%

Perigon Wealth Management, LLC

7.54K

Mar 31, 26

-17.33K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

7.53K

Mar 31, 26

+601

0.01%

SMITH, MOORE & CO.

7.30K

Mar 31, 26

+7.30K

0.01%

Integrated Advisors Network LLC

7.22K

Mar 31, 26

+919

0.01%

Quantinno Capital Management LP

7.01K

Mar 31, 26

+2.00K

0.00%

VanWeelden Wealth Management, LLC

6.92K

Mar 31, 26

-276.70K

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

6.85K

Mar 31, 26

+6.85K

0.00%

Latitude Advisors, LLC

6.59K

Mar 31, 26

-146

0.00%

Belpointe Asset Management LLC

6.39K

Mar 31, 26

+34

0.00%

Astoria Portfolio Advisors LLC.

6.35K

Mar 31, 26

0.00%

STEPHENS INC /AR/

5.54K

Mar 31, 26

0.00%

Samalin Investment Counsel, LLC

5.50K

Mar 31, 26

+5.50K

0.00%

BANK OF AMERICA CORP /DE/

5.38K

Mar 31, 26

0.00%

Astra Wealth Partners LLC

5.35K

Mar 31, 26

-767

0.00%

Camarda Financial Advisors, LLC

5.31K

Mar 31, 26

+16

0.00%

MAI Capital Management

5.25K

Mar 31, 26

0.00%

Wellington Shields & Co., LLC

5.25K

Mar 31, 26

+5.25K

0.00%

Centerpoint Advisory Group

5.21K

Mar 31, 26

0.00%

Atria Investments, Inc

5.03K

Mar 31, 26

-594

0.00%

Occidental Asset Management, LLC

5.00K

Mar 31, 26

0.00%

Vermillion & White Wealth Management Group, LLC

4.63K

Mar 31, 26

+19

0.00%

WESPAC Advisors, LLC

4.60K

Mar 31, 26

-381

0.00%

Dakota Wealth Management

4.15K

Mar 31, 26

0.00%

Claro Advisors LLC

4.07K

Mar 31, 26

+4.07K

0.00%

Banque Cantonale Vaudoise

3.24K

Mar 31, 26

+180

0.00%

Federation des caisses Desjardins du Quebec

3.00K

Mar 31, 26

+3.00K

0.00%

Legacy Wealth Managment, LLC/ID

2.85K

Mar 31, 26

0.00%

Luminist Capital LLC

2.80K

Mar 31, 26

0.00%

S.A. Mason LLC

2.48K

Mar 31, 26

+175

0.00%

ROTHSCHILD INVESTMENT LLC

1.20K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

1.10K

Mar 31, 26

0.00%

FMR LLC

1.05K

Mar 31, 26

-1.20K

0.00%

ROYAL BANK OF CANADA

834

Mar 31, 26

-4.85K

0.00%

Allworth Financial LP

821

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

706

Mar 31, 26

-3

0.00%

Sunbelt Securities, Inc.

369

Mar 31, 26

-1.56K

0.00%

NBT BANK N A /NY

368

Mar 31, 26

+318

0.00%

North Star Investment Management Corp.

311

Mar 31, 26

0.00%

IFG Advisory, LLC

301

Mar 31, 26

-187.69K

0.00%

HANTZ FINANCIAL SERVICES, INC.

135

Mar 31, 26

+135

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

-4

0.00%

LOWE BROCKENBROUGH & CO INC

Mar 31, 26

-75

0.00%

Advisory Services Network, LLC

Mar 31, 26

+17

0.00%

True Link Financial Advisors, LLC

Mar 31, 26

+14

0.00%

Bank of New York Mellon Corp

Mar 31, 26

-4.21K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-150.31K

FLOW TRADERS U.S. LLC

Mar 31, 26

-83.63K

INSIGNEO ADVISORY SERVICES, LLC

Mar 31, 26

-4.01K

Strategic Advocates LLC

Mar 31, 26

-7.22K

Tuttle Capital Management, LLC

Mar 31, 26

-7.00K

TD Waterhouse Canada Inc.

Mar 31, 26

-13.53K

Capital Asset Advisory Services LLC

Mar 31, 26

-4.85K

Coston, McIsaac & Partners

Mar 31, 26

-50

DIVERSIFY WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.32K

Wealthstar Advisors, LLC

Mar 31, 26

-8.92K

Integrity Financial Corp /WA

Mar 31, 26

-8.42K

Summit Place Financial Advisors, LLC

Mar 31, 26

-4.40K

Lebenthal Global Advisors, LLC

Mar 31, 26

-20.86K

Pinnacle Family Advisors, LLC

Mar 31, 26

-4.76K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.85K

Divergent Planning, LLC

227.38K

Dec 31, 25

+19.45K

0.16%

COMERICA BANK

45.98K

Dec 31, 25

-6.12K

0.03%

Global Retirement Partners, LLC

25.65K

Dec 31, 25

+110

0.02%

Principia Wealth Advisory, LLC

16.73K

Dec 31, 25

+4.79K

0.01%

Prosperity Wealth Management, Inc.

9.09K

Dec 31, 25

-160

0.01%

GPS Wealth Strategies Group, LLC

6.30K

Dec 31, 25

+6.30K

0.00%

Moloney Securities Asset Management, LLC

345.30K

Sep 30, 25

-677.17K

0.24%

GRIES FINANCIAL LLC

242.15K

Sep 30, 25

-32.06K

0.17%

SYNOVUS FINANCIAL CORP

146.05K

Sep 30, 25

+10.03K

0.10%

Gitterman Wealth Management, LLC

18.57K

Sep 30, 25

+2.19K

0.01%

PINNACLE FINANCIAL PARTNERS INC

10.76K

Sep 30, 25

0.01%

Lindenwold Advisors, INC

4.15K

Sep 30, 25

0.00%

Guerra Advisors Inc

411

Sep 30, 25

+411

0.00%

Financial Advocates Investment Management

Sep 30, 25

-33.03K

PITCAIRN CO

Sep 30, 25

-25.45K

Semmax Financial Advisors Inc.

110.45K

Jun 30, 25

-15.02K

0.08%

AVANTAX ADVISORY SERVICES, INC.

28.93K

Jun 30, 25

-2.60K

0.02%

Atria Wealth Solutions, Inc.

21.26K

Jun 30, 25

+8.70K

0.02%

Good Life Advisors, LLC

15.38K

Jun 30, 25

-801

0.01%

Summit X, LLC

5.00K

Jun 30, 25

+5.00K

0.00%

Legacy Investment Solutions, LLC

2.85K

Jun 30, 25

+2.85K

0.00%

Orion Portfolio Solutions, LLC

12.08K

Mar 31, 25

+7.33K

0.01%

Lindbrook Capital, LLC

Mar 31, 25

-5.68K

Private Portfolio Partners LLC

9.70K

Dec 31, 24

+1.83K

0.01%

Householder Group Estate & Retirement Specialist, LLC

315

Dec 31, 24

-88.12K

0.00%

Raymond James Financial Services Advisors, Inc.

981.78K

Sep 30, 24

+765.92K

0.69%

RAYMOND JAMES & ASSOCIATES

105.16K

Sep 30, 24

+91.22K

0.07%

BENJAMIN F. EDWARDS & COMPANY, INC.

272.92K

Jun 30, 24

+52.36K

0.19%

ICA Group Wealth Management, LLC

200

Jun 30, 24

-900

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-4.94K

Knowledge Leaders Capital, LLC

Jun 30, 24

-65.52K

Cetera Advisors LLC

289.48K

Mar 31, 24

-911

0.20%

Cetera Advisor Networks LLC

6.86K

Mar 31, 24

+6.86K

0.00%

WEALTHSOURCE PARTNERS, LLC

92.79K

Dec 31, 23

+42.16K

0.07%

Bridgeworth, LLC

5.93K

Dec 31, 23

0.00%

ADIRONDACK RETIREMENT SPECIALISTS, INC.

403.94K

Sep 30, 23

+160.76K

0.29%

Truadvice, LLC

8.67K

Sep 30, 23

+8.67K

0.01%

Sargent Bickham Lagudis LLC

26.06K

Dec 31, 22

+26.06K

0.02%