Northern Trust iBoxx 3-Year Target Duration TIPS ETF(TDTT)

$23.55—Stale · unknown old

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Northern Trust iBoxx 3-Year Target Duration TIPS ETF(TDTT)

NYSE • Last print unknown ago

$23.55—Stale · unknown old

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TDTT(TDTT)

TDTT

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

Institutional Ownership

Top 169 Institutional Holders

Holder	Shares	Date	Change	% Held
NORTHERN TRUST CORP	88.85M	Jun 30, 26	+663.39K	82.40%
Bell Investment Advisors, Inc	2.06M	Jun 30, 26	+57.01K	1.91%
WEST PACES ADVISORS INC.	1.41M	Jun 30, 26	+74.53K	1.31%
ENVESTNET ASSET MANAGEMENT INC	1.35M	Jun 30, 26	+24.63K	1.25%
Boltwood Capital Management	995.57K	Jun 30, 26	+90.28K	0.92%
MORGAN STANLEY	993.76K	Jun 30, 26	+92.69K	0.92%
WELLS FARGO & COMPANY/MN	818.60K	Jun 30, 26	+189.87K	0.76%
5th Street Advisors, LLC	751.61K	Jun 30, 26	+212.93K	0.70%
MML INVESTORS SERVICES, LLC	563.30K	Jun 30, 26	+99.89K	0.52%
Valmark Advisers, Inc.	484.85K	Jun 30, 26	+5.50K	0.45%
VeraBank, N.A.	466.49K	Jun 30, 26	+20.81K	0.43%
HORIZON BANCORP INC /IN/	361.93K	Jun 30, 26	-4.65K	0.34%
Klingman & Associates, LLC	264.39K	Jun 30, 26	-1.63K	0.25%
Delos Wealth Advisors, LLC	245.97K	Jun 30, 26	+45.89K	0.23%
STRATEGIC INVESTMENT MANAGEMENT, LLC	238.36K	Jun 30, 26	--	0.22%
BANK OF AMERICA CORP /DE/	204.71K	Jun 30, 26	-34.54K	0.19%
LAKE STREET FINANCIAL LLC	200.57K	Jun 30, 26	-8.05K	0.19%
GOLDMAN SACHS GROUP INC	195.05K	Jun 30, 26	-59.02K	0.18%
LPL Financial LLC	173.90K	Jun 30, 26	+9.93K	0.16%
RAYMOND JAMES FINANCIAL INC	123.64K	Jun 30, 26	+5.74K	0.11%
Creative Planning	119.64K	Jun 30, 26	-3.89K	0.11%
MONECO Advisors, LLC	115.35K	Jun 30, 26	+81.70K	0.11%
BANK OF MONTREAL /CAN/	92.47K	Jun 30, 26	-5.98K	0.09%
IFG Advisory, LLC	86.55K	Jun 30, 26	+86.55K	0.08%
Emerald Investment Advisers, LLC	76.28K	Jun 30, 26	+1.72K	0.07%
Lynx Investment Advisory	69.59K	Jun 30, 26	-17.61K	0.06%
Cetera Investment Advisers	67.22K	Jun 30, 26	-1.82K	0.06%
VestGen Advisors, LLC	67.09K	Jun 30, 26	-2.96K	0.06%
Hanlon Investment Management, Inc.	63.64K	Jun 30, 26	-4.19K	0.06%
PARK NATIONAL CORP /OH/	62.58K	Jun 30, 26	+1	0.06%
TIEMANN INVESTMENT ADVISORS, LLC	47.84K	Jun 30, 26	--	0.04%
Rossby Financial, LCC	46.40K	Jun 30, 26	-13.63K	0.04%
Dorsey & Whitney Trust CO LLC	45.65K	Jun 30, 26	+4.00K	0.04%
TRB Wealth Management, LLC	45.52K	Jun 30, 26	+6.39K	0.04%
Mutual Advisors, LLC	39.81K	Jun 30, 26	+1.51K	0.04%
Virtue Capital Management, LLC	39.42K	Jun 30, 26	+39.42K	0.04%
MARQUETTE ASSOCIATES, INC.	39.14K	Jun 30, 26	+39.14K	0.04%
GTS SECURITIES LLC	37.27K	Jun 30, 26	+37.27K	0.03%
Cornerstone National Bank & Trust Co	36.94K	Jun 30, 26	-37.69K	0.03%
Atria Investments, Inc	36.66K	Jun 30, 26	+5.78K	0.03%
First Heartland Consultants, Inc.	35.72K	Jun 30, 26	+5.78K	0.03%
CoreCap Advisors, LLC	33.82K	Jun 30, 26	+4.22K	0.03%
Colony Group, LLC	33.01K	Jun 30, 26	-8.47K	0.03%
Cambridge Investment Research Advisors, Inc.	30.59K	Jun 30, 26	-1.36K	0.03%
SIMON QUICK ADVISORS, LLC	29.73K	Jun 30, 26	+51	0.03%
ADVISOR GROUP HOLDINGS, INC.	27.94K	Jun 30, 26	+5.92K	0.03%
Granite Harbor Advisors, Inc.	26.93K	Jun 30, 26	-2.65K	0.02%
BOK Financial Private Wealth, Inc.	24.19K	Jun 30, 26	+24.19K	0.02%
Trace Wealth Advisors, LLC	22.46K	Jun 30, 26	-2.15K	0.02%
IFP Advisors, Inc	22.45K	Jun 30, 26	+5.86K	0.02%
FFT WEALTH MANAGEMENT LLC	21.28K	Jun 30, 26	-8.08K	0.02%
MAI Capital Management	21.16K	Jun 30, 26	+16.43K	0.02%
M.E. ALLISON & CO., INC.	19.31K	Jun 30, 26	+81	0.02%
Cerity Partners LLC	18.97K	Jun 30, 26	-3.75K	0.02%
LOWE BROCKENBROUGH & CO INC	18.94K	Jun 30, 26	+18.94K	0.02%
UBS Group AG	18.76K	Jun 30, 26	+310	0.02%
Holcombe Financial, Inc.	18.34K	Jun 30, 26	+866	0.02%
JPMORGAN CHASE & CO	17.49K	Jun 30, 26	+17.41K	0.02%
SeaCrest Wealth Management, LLC	17.47K	Jun 30, 26	+1.26K	0.02%
WEDBUSH SECURITIES INC	16.91K	Jun 30, 26	+521	0.02%
HIGHLINE WEALTH PARTNERS LLC	16.42K	Jun 30, 26	-4.23K	0.02%
Advisory Services Network, LLC	14.86K	Jun 30, 26	-512	0.01%
BESSEMER GROUP INC	14.34K	Jun 30, 26	+5.69K	0.01%
Alamar Capital Management, LLC	13.75K	Jun 30, 26	--	0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC	13.74K	Jun 30, 26	+81	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.33K	Jun 30, 26	-14.28K	0.01%
INTERACTIVE FINANCIAL ADVISORS, INC.	13.20K	Jun 30, 26	-2.10K	0.01%
Tower Research Capital LLC (TRC)	12.72K	Jun 30, 26	-22.56K	0.01%
CERTUITY, LLC	12.60K	Jun 30, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	12.37K	Jun 30, 26	+9.61K	0.01%
FIFTH THIRD BANCORP	11.78K	Jun 30, 26	-1.03K	0.01%
STIFEL FINANCIAL CORP	11.00K	Jun 30, 26	-453	0.01%
SVB WEALTH LLC	10.00K	Jun 30, 26	+10.00K	0.01%
UHLMANN PRICE SECURITIES, LLC	9.99K	Jun 30, 26	+9.99K	0.01%
LVW Advisors, LLC	9.91K	Jun 30, 26	+9.91K	0.01%
Endowment Wealth Management, Inc.	9.81K	Jun 30, 26	+1.16K	0.01%
Patriot Financial Group Insurance Agency, LLC	9.56K	Jun 30, 26	-1.72K	0.01%
WealthPlan Investment Management, LLC	9.40K	Jun 30, 26	-1.66K	0.01%
CHOREO, LLC	8.80K	Jun 30, 26	--	0.01%
Sequoia Financial Advisors, LLC	8.77K	Jun 30, 26	-409	0.01%
Gerber Kawasaki Wealth & Investment Management	8.47K	Jun 30, 26	+14	0.01%
TWO SIGMA SECURITIES, LLC	8.41K	Jun 30, 26	-2.53K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	8.04K	Jun 30, 26	--	0.01%
ROYAL BANK OF CANADA	7.50K	Jun 30, 26	-77.09K	0.01%
Horizon Investments, LLC	6.90K	Jun 30, 26	-7.06K	0.01%
Caldwell Trust Co	6.81K	Jun 30, 26	-626	0.01%
Aptus Capital Advisors, LLC	6.06K	Jun 30, 26	+6.06K	0.01%
Capital Investment Advisory Services, LLC	6.06K	Jun 30, 26	+6.06K	0.01%
GeoWealth Management, LLC	5.60K	Jun 30, 26	+22	0.01%
CAMBIENT FAMILY OFFICE, LLC	4.96K	Jun 30, 26	--	0.00%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	4.93K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	4.66K	Jun 30, 26	+3.18K	0.00%
FMR LLC	4.02K	Jun 30, 26	+3.83K	0.00%
Steward Partners Investment Advisory, LLC	3.36K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	3.15K	Jun 30, 26	+3.15K	0.00%
Corsicana & Co.	3.10K	Jun 30, 26	+3.10K	0.00%
Smartleaf Asset Management LLC	2.98K	Jun 30, 26	--	0.00%
Vanguard National Trust Co	2.70K	Jun 30, 26	+2.70K	0.00%
CX Institutional	2.35K	Jun 30, 26	+44	0.00%
Rock Creek Group, LP	2.06K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.02K	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.69K	Jun 30, 26	-7.88K	0.00%
Allworth Financial LP	1.40K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	886	Jun 30, 26	+886	0.00%
US BANCORP \DE\	807	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	741	Jun 30, 26	+741	0.00%
NewEdge Advisors, LLC	695	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	577	Jun 30, 26	+577	0.00%
HORIZON FINANCIAL SERVICES, LLC	563	Jun 30, 26	+563	0.00%
GABLES CAPITAL MANAGEMENT INC.	540	Jun 30, 26	--	0.00%
Key FInancial Inc	481	Jun 30, 26	--	0.00%
Bank of New Hampshire	435	Jun 30, 26	--	0.00%
Birchwood Financial Partners, Inc.	375	Jun 30, 26	--	0.00%
Activest Wealth Management	338	Jun 30, 26	+7	0.00%
Highland Investment Advisors LLC	302	Jun 30, 26	+302	0.00%
Global Retirement Partners, LLC	282	Jun 30, 26	+282	0.00%
Farther Finance Advisors, LLC	218	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	197	Jun 30, 26	+197	0.00%
Ancora Advisors, LLC	121	Jun 30, 26	--	0.00%
UNION SAVINGS BANK	81	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	48	Jun 30, 26	-30	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
CITADEL ADVISORS LLC	--	Jun 30, 26	-104.93K	--
Redhawk Wealth Advisors, Inc.	--	Jun 30, 26	-19.71K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-49.63K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-2.86K	--
HRT FINANCIAL LP	--	Jun 30, 26	-23.78K	--
COMMONWEALTH EQUITY SERVICES, LLC	--	Jun 30, 26	-13.80K	--
AWM CAPITAL, LLC	--	Jun 30, 26	-8.83K	--
Cherry Tree Wealth Management, LLC	14.51K	Mar 31, 26	-2.67K	0.01%
CWM, LLC	851	Mar 31, 26	--	0.00%
COMERICA BANK	6.85K	Dec 31, 25	-1.44K	0.01%
CIBC Private Wealth Group, LLC	6.80K	Dec 31, 25	+1.55K	0.01%
Burt Wealth Advisors	123.73K	Sep 30, 25	-3.10K	0.11%
SYNOVUS FINANCIAL CORP	18.30K	Sep 30, 25	+18.30K	0.02%
Hemington Wealth Management	896	Sep 30, 25	--	0.00%
RAYMOND JAMES & ASSOCIATES	86.81K	Sep 30, 24	-2.07K	0.08%
Raymond James Financial Services Advisors, Inc.	16.18K	Sep 30, 24	+16.18K	0.02%
Relative Value Partners Group, LLC	126.63K	Jun 30, 24	+126.63K	0.12%
FOCUS FINANCIAL NETWORK INC /ADV	15.46K	Dec 31, 23	+15.46K	0.01%
COLONY GROUP LLC	107.12K	Sep 30, 23	-1.02K	0.10%
3D/L Capital Management, LLC	10.06K	Sep 30, 23	+103	0.01%
AJ WEALTH STRATEGIES, LLC	476.75K	Jun 30, 23	+249.11K	0.44%
Ten Capital Wealth Advisors, LLC	19.00K	Jun 30, 23	+19.00K	0.02%
Capital Financial Services, LLC	29.00K	Dec 31, 22	--	0.03%
FURE FINANCIAL CORP	92.29K	Sep 30, 22	+92.29K	0.09%
LFS ASSET MANAGEMENT	57.96K	Sep 30, 22	-95.30K	0.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	10.45K	Sep 30, 22	+50	0.01%
RGT Wealth Advisors, LLC	1.18K	Sep 30, 22	+1.18K	0.00%
Covington Capital Management	348	Sep 30, 22	--	0.00%
American Portfolios Advisors	175	Sep 30, 22	+175	0.00%
HC FINANCIAL ADVISORS INC	3.39K	Jun 30, 22	--	0.00%
FMA ADVISORY INC	9.72K	Sep 30, 21	+9.72K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.83K	Dec 31, 19	-1.31K	0.00%
Advisor Group, Inc.	3.48K	Dec 31, 19	+1.76K	0.00%
BOSTON ADVISORS LLC	27.77K	Sep 30, 19	+5.37K	0.03%
SUNTRUST BANKS INC	8.78K	Sep 30, 19	--	0.01%
HARVEST CAPITAL MANAGEMENT INC	127.03K	Jun 30, 19	+2.84K	0.12%
Catamount Wealth Management	960	Mar 31, 19	--	0.00%
HC Financial Advisors, Inc.	288.60K	Sep 30, 18	+52.16K	0.27%
Virtu KCG Holdings LLC	72.67K	Jun 30, 17	+42.75K	0.07%
PacWest Financial Management Inc	20.23K	Dec 31, 16	+20.23K	0.02%
MSI Financial Services Inc	2.85K	Dec 31, 16	+1.47K	0.00%
VSR Financial Services, Inc.	104.41K	Jun 30, 16	+4.11K	0.10%
FIRSTMERIT BANK N A TRUSTEE	71.75K	Jun 30, 16	-69.18K	0.07%
Mariner Wealth Advisors-NYC, LLC	2.07K	Mar 31, 15	+2.07K	0.00%
Bank of Kentucky, Inc.	--	Mar 31, 15	-2.85K	--
NEW ENGLAND SECURITIES CORP /MA/	2.00K	Dec 31, 14	+2.00K	0.00%
UBS AG	7.92K	Sep 30, 14	-317	0.01%

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Holder

Date

Change

% Held

NORTHERN TRUST CORP

88.85M

Jun 30, 26

+663.39K

82.40%

Bell Investment Advisors, Inc

2.06M

Jun 30, 26

+57.01K

1.91%

WEST PACES ADVISORS INC.

1.41M

Jun 30, 26

+74.53K

1.31%

ENVESTNET ASSET MANAGEMENT INC

1.35M

Jun 30, 26

+24.63K

1.25%

Boltwood Capital Management

995.57K

Jun 30, 26

+90.28K

0.92%

MORGAN STANLEY

993.76K

Jun 30, 26

+92.69K

0.92%

WELLS FARGO & COMPANY/MN

818.60K

Jun 30, 26

+189.87K

0.76%

5th Street Advisors, LLC

751.61K

Jun 30, 26

+212.93K

0.70%

MML INVESTORS SERVICES, LLC

563.30K

Jun 30, 26

+99.89K

0.52%

Valmark Advisers, Inc.

484.85K

Jun 30, 26

+5.50K

0.45%

VeraBank, N.A.

466.49K

Jun 30, 26

+20.81K

0.43%

HORIZON BANCORP INC /IN/

361.93K

Jun 30, 26

-4.65K

0.34%

Klingman & Associates, LLC

264.39K

Jun 30, 26

-1.63K

0.25%

Delos Wealth Advisors, LLC

245.97K

Jun 30, 26

+45.89K

0.23%

STRATEGIC INVESTMENT MANAGEMENT, LLC

238.36K

Jun 30, 26

0.22%

BANK OF AMERICA CORP /DE/

204.71K

Jun 30, 26

-34.54K

0.19%

LAKE STREET FINANCIAL LLC

200.57K

Jun 30, 26

-8.05K

0.19%

GOLDMAN SACHS GROUP INC

195.05K

Jun 30, 26

-59.02K

0.18%

LPL Financial LLC

173.90K

Jun 30, 26

+9.93K

0.16%

RAYMOND JAMES FINANCIAL INC

123.64K

Jun 30, 26

+5.74K

0.11%

Creative Planning

119.64K

Jun 30, 26

-3.89K

0.11%

MONECO Advisors, LLC

115.35K

Jun 30, 26

+81.70K

0.11%

BANK OF MONTREAL /CAN/

92.47K

Jun 30, 26

-5.98K

0.09%

IFG Advisory, LLC

86.55K

Jun 30, 26

+86.55K

0.08%

Emerald Investment Advisers, LLC

76.28K

Jun 30, 26

+1.72K

0.07%

Lynx Investment Advisory

69.59K

Jun 30, 26

-17.61K

0.06%

Cetera Investment Advisers

67.22K

Jun 30, 26

-1.82K

0.06%

VestGen Advisors, LLC

67.09K

Jun 30, 26

-2.96K

0.06%

Hanlon Investment Management, Inc.

63.64K

Jun 30, 26

-4.19K

0.06%

PARK NATIONAL CORP /OH/

62.58K

Jun 30, 26

0.06%

TIEMANN INVESTMENT ADVISORS, LLC

47.84K

Jun 30, 26

0.04%

Rossby Financial, LCC

46.40K

Jun 30, 26

-13.63K

0.04%

Dorsey & Whitney Trust CO LLC

45.65K

Jun 30, 26

+4.00K

0.04%

TRB Wealth Management, LLC

45.52K

Jun 30, 26

+6.39K

0.04%

Mutual Advisors, LLC

39.81K

Jun 30, 26

+1.51K

0.04%

Virtue Capital Management, LLC

39.42K

Jun 30, 26

+39.42K

0.04%

MARQUETTE ASSOCIATES, INC.

39.14K

Jun 30, 26

+39.14K

0.04%

GTS SECURITIES LLC

37.27K

Jun 30, 26

+37.27K

0.03%

Cornerstone National Bank & Trust Co

36.94K

Jun 30, 26

-37.69K

0.03%

Atria Investments, Inc

36.66K

Jun 30, 26

+5.78K

0.03%

First Heartland Consultants, Inc.

35.72K

Jun 30, 26

+5.78K

0.03%

CoreCap Advisors, LLC

33.82K

Jun 30, 26

+4.22K

0.03%

Colony Group, LLC

33.01K

Jun 30, 26

-8.47K

0.03%

Cambridge Investment Research Advisors, Inc.

30.59K

Jun 30, 26

-1.36K

0.03%

SIMON QUICK ADVISORS, LLC

29.73K

Jun 30, 26

+51

0.03%

ADVISOR GROUP HOLDINGS, INC.

27.94K

Jun 30, 26

+5.92K

0.03%

Granite Harbor Advisors, Inc.

26.93K

Jun 30, 26

-2.65K

0.02%

BOK Financial Private Wealth, Inc.

24.19K

Jun 30, 26

+24.19K

0.02%

Trace Wealth Advisors, LLC

22.46K

Jun 30, 26

-2.15K

0.02%

IFP Advisors, Inc

22.45K

Jun 30, 26

+5.86K

0.02%

FFT WEALTH MANAGEMENT LLC

21.28K

Jun 30, 26

-8.08K

0.02%

MAI Capital Management

21.16K

Jun 30, 26

+16.43K

0.02%

M.E. ALLISON & CO., INC.

19.31K

Jun 30, 26

+81

0.02%

Cerity Partners LLC

18.97K

Jun 30, 26

-3.75K

0.02%

LOWE BROCKENBROUGH & CO INC

18.94K

Jun 30, 26

+18.94K

0.02%

UBS Group AG

18.76K

Jun 30, 26

+310

0.02%

Holcombe Financial, Inc.

18.34K

Jun 30, 26

+866

0.02%

JPMORGAN CHASE & CO

17.49K

Jun 30, 26

+17.41K

0.02%

SeaCrest Wealth Management, LLC

17.47K

Jun 30, 26

+1.26K

0.02%

WEDBUSH SECURITIES INC

16.91K

Jun 30, 26

+521

0.02%

HIGHLINE WEALTH PARTNERS LLC

16.42K

Jun 30, 26

-4.23K

0.02%

Advisory Services Network, LLC

14.86K

Jun 30, 26

-512

0.01%

BESSEMER GROUP INC

14.34K

Jun 30, 26

+5.69K

0.01%

Alamar Capital Management, LLC

13.75K

Jun 30, 26

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

13.74K

Jun 30, 26

+81

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.33K

Jun 30, 26

-14.28K

0.01%

INTERACTIVE FINANCIAL ADVISORS, INC.

13.20K

Jun 30, 26

-2.10K

0.01%

Tower Research Capital LLC (TRC)

12.72K

Jun 30, 26

-22.56K

0.01%

CERTUITY, LLC

12.60K

Jun 30, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

12.37K

Jun 30, 26

+9.61K

0.01%

FIFTH THIRD BANCORP

11.78K

Jun 30, 26

-1.03K

0.01%

STIFEL FINANCIAL CORP

11.00K

Jun 30, 26

-453

0.01%

SVB WEALTH LLC

10.00K

Jun 30, 26

+10.00K

0.01%

UHLMANN PRICE SECURITIES, LLC

9.99K

Jun 30, 26

+9.99K

0.01%

LVW Advisors, LLC

9.91K

Jun 30, 26

+9.91K

0.01%

Endowment Wealth Management, Inc.

9.81K

Jun 30, 26

+1.16K

0.01%

Patriot Financial Group Insurance Agency, LLC

9.56K

Jun 30, 26

-1.72K

0.01%

WealthPlan Investment Management, LLC

9.40K

Jun 30, 26

-1.66K

0.01%

CHOREO, LLC

8.80K

Jun 30, 26

0.01%

Sequoia Financial Advisors, LLC

8.77K

Jun 30, 26

-409

0.01%

Gerber Kawasaki Wealth & Investment Management

8.47K

Jun 30, 26

+14

0.01%

TWO SIGMA SECURITIES, LLC

8.41K

Jun 30, 26

-2.53K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

8.04K

Jun 30, 26

0.01%

ROYAL BANK OF CANADA

7.50K

Jun 30, 26

-77.09K

0.01%

Horizon Investments, LLC

6.90K

Jun 30, 26

-7.06K

0.01%

Caldwell Trust Co

6.81K

Jun 30, 26

-626

0.01%

Aptus Capital Advisors, LLC

6.06K

Jun 30, 26

+6.06K

0.01%

Capital Investment Advisory Services, LLC

6.06K

Jun 30, 26

+6.06K

0.01%

GeoWealth Management, LLC

5.60K

Jun 30, 26

+22

0.01%

CAMBIENT FAMILY OFFICE, LLC

4.96K

Jun 30, 26

0.00%

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

4.93K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

4.66K

Jun 30, 26

+3.18K

0.00%

FMR LLC

4.02K

Jun 30, 26

+3.83K

0.00%

Steward Partners Investment Advisory, LLC

3.36K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

3.15K

Jun 30, 26

+3.15K

0.00%

Corsicana & Co.

3.10K

Jun 30, 26

+3.10K

0.00%

Smartleaf Asset Management LLC

2.98K

Jun 30, 26

0.00%

Vanguard National Trust Co

2.70K

Jun 30, 26

+2.70K

0.00%

CX Institutional

2.35K

Jun 30, 26

+44

0.00%

Rock Creek Group, LP

2.06K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.02K

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.69K

Jun 30, 26

-7.88K

0.00%

Allworth Financial LP

1.40K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

886

Jun 30, 26

+886

0.00%

US BANCORP \DE\

807

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

741

Jun 30, 26

+741

0.00%

NewEdge Advisors, LLC

695

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

577

Jun 30, 26

+577

0.00%

HORIZON FINANCIAL SERVICES, LLC

563

Jun 30, 26

+563

0.00%

GABLES CAPITAL MANAGEMENT INC.

540

Jun 30, 26

0.00%

Key FInancial Inc

481

Jun 30, 26

0.00%

Bank of New Hampshire

435

Jun 30, 26

0.00%

Birchwood Financial Partners, Inc.

375

Jun 30, 26

0.00%

Activest Wealth Management

338

Jun 30, 26

0.00%

Highland Investment Advisors LLC

302

Jun 30, 26

+302

0.00%

Global Retirement Partners, LLC

282

Jun 30, 26

+282

0.00%

Farther Finance Advisors, LLC

218

Jun 30, 26

0.00%

TRUST CO OF VERMONT

197

Jun 30, 26

+197

0.00%

Ancora Advisors, LLC

121

Jun 30, 26

0.00%

UNION SAVINGS BANK

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-30

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

CITADEL ADVISORS LLC

Jun 30, 26

-104.93K

Redhawk Wealth Advisors, Inc.

Jun 30, 26

-19.71K

FLOW TRADERS U.S. LLC

Jun 30, 26

-49.63K

Qube Research & Technologies Ltd

Jun 30, 26

-2.86K

HRT FINANCIAL LP

Jun 30, 26

-23.78K

COMMONWEALTH EQUITY SERVICES, LLC

Jun 30, 26

-13.80K

AWM CAPITAL, LLC

Jun 30, 26

-8.83K

Cherry Tree Wealth Management, LLC

14.51K

Mar 31, 26

-2.67K

0.01%

CWM, LLC

851

Mar 31, 26

0.00%

COMERICA BANK

6.85K

Dec 31, 25

-1.44K

0.01%

CIBC Private Wealth Group, LLC

6.80K

Dec 31, 25

+1.55K

0.01%

Burt Wealth Advisors

123.73K

Sep 30, 25

-3.10K

0.11%

SYNOVUS FINANCIAL CORP

18.30K

Sep 30, 25

+18.30K

0.02%

Hemington Wealth Management

896

Sep 30, 25

0.00%

RAYMOND JAMES & ASSOCIATES

86.81K

Sep 30, 24

-2.07K

0.08%

Raymond James Financial Services Advisors, Inc.

16.18K

Sep 30, 24

+16.18K

0.02%

Relative Value Partners Group, LLC

126.63K

Jun 30, 24

+126.63K

0.12%

FOCUS FINANCIAL NETWORK INC /ADV

15.46K

Dec 31, 23

+15.46K

0.01%

COLONY GROUP LLC

107.12K

Sep 30, 23

-1.02K

0.10%

3D/L Capital Management, LLC

10.06K

Sep 30, 23

+103

0.01%

AJ WEALTH STRATEGIES, LLC

476.75K

Jun 30, 23

+249.11K

0.44%

Ten Capital Wealth Advisors, LLC

19.00K

Jun 30, 23

+19.00K

0.02%

Capital Financial Services, LLC

29.00K

Dec 31, 22

0.03%

FURE FINANCIAL CORP

92.29K

Sep 30, 22

+92.29K

0.09%

LFS ASSET MANAGEMENT

57.96K

Sep 30, 22

-95.30K

0.05%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

10.45K

Sep 30, 22

+50

0.01%

RGT Wealth Advisors, LLC

1.18K

Sep 30, 22

+1.18K

0.00%

Covington Capital Management

348

Sep 30, 22

0.00%

American Portfolios Advisors

175

Sep 30, 22

+175

0.00%

HC FINANCIAL ADVISORS INC

3.39K

Jun 30, 22

0.00%

FMA ADVISORY INC

9.72K

Sep 30, 21

+9.72K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.83K

Dec 31, 19

-1.31K

0.00%

Advisor Group, Inc.

3.48K

Dec 31, 19

+1.76K

0.00%

BOSTON ADVISORS LLC

27.77K

Sep 30, 19

+5.37K

0.03%

SUNTRUST BANKS INC

8.78K

Sep 30, 19

0.01%

HARVEST CAPITAL MANAGEMENT INC

127.03K

Jun 30, 19

+2.84K

0.12%

Catamount Wealth Management

960

Mar 31, 19

0.00%

HC Financial Advisors, Inc.

288.60K

Sep 30, 18

+52.16K

0.27%

Virtu KCG Holdings LLC

72.67K

Jun 30, 17

+42.75K

0.07%

PacWest Financial Management Inc

20.23K

Dec 31, 16

+20.23K

0.02%

MSI Financial Services Inc

2.85K

Dec 31, 16

+1.47K

0.00%

VSR Financial Services, Inc.

104.41K

Jun 30, 16

+4.11K

0.10%

FIRSTMERIT BANK N A TRUSTEE

71.75K

Jun 30, 16

-69.18K

0.07%

Mariner Wealth Advisors-NYC, LLC

2.07K

Mar 31, 15

+2.07K

0.00%

Bank of Kentucky, Inc.

Mar 31, 15

-2.85K

NEW ENGLAND SECURITIES CORP /MA/

2.00K

Dec 31, 14

+2.00K

0.00%

UBS AG

7.92K

Sep 30, 14

-317

0.01%