FlexShares Morningstar U.S. Market Factor Tilt Index Fund(TILT)

$282.63—

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FlexShares Morningstar U.S. Market Factor Tilt Index Fund(TILT)

USBATS

$282.63—

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TILT(TILT)

TILT

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

Institutional Ownership

Top 157 Institutional Holders

Holder	Shares	Date	Change	% Held
NORTHERN TRUST CORP	5.93M	Jun 30, 26	+216.21K	74.29%
MORGAN STANLEY	179.36K	Jun 30, 26	-2.05K	2.25%
Capstone Financial Advisors, Inc.	158.29K	Jun 30, 26	-5.25K	1.98%
ENVESTNET ASSET MANAGEMENT INC	137.75K	Jun 30, 26	+1.41K	1.73%
COMMONWEALTH EQUITY SERVICES, LLC	103.06K	Jun 30, 26	-3.30K	1.29%
RVW Wealth, LLC	68.35K	Jun 30, 26	+53	0.86%
Creative Planning	63.97K	Jun 30, 26	-879	0.80%
Sageworth Trust Co	62.46K	Jun 30, 26	-4.08K	0.78%
SageView Advisory Group, LLC	62.12K	Jun 30, 26	-1.07K	0.78%
MML INVESTORS SERVICES, LLC	44.04K	Jun 30, 26	+8.29K	0.55%
MAI Capital Management	35.68K	Jun 30, 26	+35.68K	0.45%
LPL Financial LLC	30.99K	Jun 30, 26	+1.54K	0.39%
Cetera Investment Advisers	28.83K	Jun 30, 26	-7	0.36%
SENTINEL TRUST CO LBA	25.61K	Jun 30, 26	--	0.32%
Trace Wealth Advisors, LLC	24.51K	Jun 30, 26	--	0.31%
Greenspring Advisors, LLC	24.18K	Jun 30, 26	+470	0.30%
Cambridge Investment Research Advisors, Inc.	20.89K	Jun 30, 26	--	0.26%
UBS Group AG	19.62K	Jun 30, 26	+4.88K	0.25%
CI Private Wealth, LLC	17.29K	Jun 30, 26	-18	0.22%
WELLS FARGO & COMPANY/MN	17.28K	Jun 30, 26	-1.35K	0.22%
ASSETMARK, INC	13.93K	Jun 30, 26	+13.87K	0.17%
Goldstein Advisors, LLC	13.75K	Jun 30, 26	-89	0.17%
Integrated Wealth Concepts LLC	13.51K	Jun 30, 26	+6.73K	0.17%
ROYAL BANK OF CANADA	12.12K	Jun 30, 26	-27	0.15%
BANK OF MONTREAL /CAN/	11.96K	Jun 30, 26	+4.69K	0.15%
Ballentine Capital Advisors, Inc	11.64K	Jun 30, 26	-552	0.15%
Discipline Wealth Solutions, LLC	10.61K	Jun 30, 26	-248	0.13%
AMG National Trust Bank	10.34K	Jun 30, 26	-361	0.13%
BRIDGES INVESTMENT MANAGEMENT INC	10.12K	Jun 30, 26	--	0.13%
RAYMOND JAMES FINANCIAL INC	7.79K	Jun 30, 26	-202	0.10%
BESSEMER GROUP INC	6.68K	Jun 30, 26	-180	0.08%
Wealthspire Advisors, LLC	6.59K	Jun 30, 26	--	0.08%
BANK OF AMERICA CORP /DE/	5.58K	Jun 30, 26	+739	0.07%
Greenfield Savings Bank	5.46K	Jun 30, 26	-40	0.07%
ADVISOR GROUP HOLDINGS, INC.	5.39K	Jun 30, 26	+997	0.07%
VICTORY FINANCIAL GROUP, LLC	4.67K	Jun 30, 26	+982	0.06%
WealthPlan Investment Management, LLC	4.51K	Jun 30, 26	-33	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.50K	Jun 30, 26	--	0.06%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.24K	Jun 30, 26	--	0.05%
Lido Advisors, LLC	3.84K	Jun 30, 26	--	0.05%
Sentinus, LLC	3.77K	Jun 30, 26	--	0.05%
Vise Technologies, Inc.	3.61K	Jun 30, 26	+856	0.05%
Plante Moran Financial Advisors, LLC	3.54K	Jun 30, 26	--	0.04%
FIDUCIENT ADVISORS LLC	3.50K	Jun 30, 26	+3.50K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.31K	Jun 30, 26	--	0.04%
KEYBANK NATIONAL ASSOCIATION/OH	3.29K	Jun 30, 26	--	0.04%
UMB Bank, n.a.	2.94K	Jun 30, 26	--	0.04%
ZACKS INVESTMENT MANAGEMENT	2.90K	Jun 30, 26	--	0.04%
Comprehensive Money Management Services LLC	2.86K	Jun 30, 26	--	0.04%
BOKF, NA	2.80K	Jun 30, 26	--	0.04%
Kestra Advisory Services, LLC	2.67K	Jun 30, 26	-999	0.03%
PARK NATIONAL CORP /OH/	2.61K	Jun 30, 26	-1	0.03%
Allworth Financial LP	2.60K	Jun 30, 26	--	0.03%
VestGen Advisors, LLC	2.56K	Jun 30, 26	-211	0.03%
FLOW TRADERS U.S. LLC	2.55K	Jun 30, 26	+401	0.03%
CITADEL ADVISORS LLC	2.48K	Jun 30, 26	+2.48K	0.03%
Hanlon Investment Management, Inc.	2.14K	Jun 30, 26	-189	0.03%
Essex Savings Bank	2.04K	Jun 30, 26	--	0.03%
Kings Path Partners LLC	2.03K	Jun 30, 26	-5	0.03%
Portland Global Advisors LLC	2.02K	Jun 30, 26	--	0.03%
AWM CAPITAL, LLC	1.95K	Jun 30, 26	-12	0.02%
CAPTRUST FINANCIAL ADVISORS	1.95K	Jun 30, 26	+12	0.02%
Mariner, LLC	1.91K	Jun 30, 26	+1.91K	0.02%
AQR CAPITAL MANAGEMENT LLC	1.83K	Jun 30, 26	+1.83K	0.02%
ANGELES WEALTH MANAGEMENT, LLC	1.72K	Jun 30, 26	+1.72K	0.02%
BOK Financial Private Wealth, Inc.	1.72K	Jun 30, 26	+1.72K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	1.68K	Jun 30, 26	--	0.02%
JANE STREET GROUP, LLC	1.67K	Jun 30, 26	+1.67K	0.02%
SeaCrest Wealth Management, LLC	1.63K	Jun 30, 26	+281	0.02%
QUADRANT CAPITAL GROUP LLC	1.49K	Jun 30, 26	+1.49K	0.02%
Baird Financial Group, Inc.	1.48K	Jun 30, 26	--	0.02%
Wealth Architects, LLC	1.45K	Jun 30, 26	--	0.02%
Cerity Partners LLC	1.40K	Jun 30, 26	--	0.02%
BLAIR WILLIAM & CO/IL	1.38K	Jun 30, 26	-2	0.02%
Rockefeller Capital Management L.P.	1.36K	Jun 30, 26	-522	0.02%
Bank of New York Mellon Corp	1.34K	Jun 30, 26	-930	0.02%
US BANCORP \DE\	1.34K	Jun 30, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.22K	Jun 30, 26	-6.74K	0.02%
Orca Investment Management, LLC	1.20K	Jun 30, 26	-48	0.01%
Pensionmark Financial Group, LLC	1.19K	Jun 30, 26	--	0.01%
Vestmark Advisory Solutions, Inc.	1.19K	Jun 30, 26	--	0.01%
Valeo Financial Advisors, LLC	1.06K	Jun 30, 26	+3	0.01%
AMERIPRISE FINANCIAL INC	1.02K	Jun 30, 26	+95	0.01%
L & S Advisors Inc	1.02K	Jun 30, 26	--	0.01%
Aberdeen Wealth Management LLC	1.00K	Jun 30, 26	--	0.01%
M&T BANK CORP	981	Jun 30, 26	-37	0.01%
Wealth Advisors of Tampa Bay, LLC	916	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	883	Jun 30, 26	+65	0.01%
MKT Advisors LLC	839	Jun 30, 26	--	0.01%
FMR LLC	829	Jun 30, 26	--	0.01%
Buckingham Strategic Partners	817	Jun 30, 26	+817	0.01%
Geometric Wealth Advisors	814	Jun 30, 26	+814	0.01%
First Heartland Consultants, Inc.	807	Jun 30, 26	+807	0.01%
Atria Investments, Inc	807	Jun 30, 26	+807	0.01%
Beacon Pointe Advisors, LLC	800	Jun 30, 26	+800	0.01%
Caprock Group, LLC	770	Jun 30, 26	+770	0.01%
Private Advisor Group, LLC	755	Jun 30, 26	+755	0.01%
CoreCap Advisors, LLC	749	Jun 30, 26	+17	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	732	Jun 30, 26	--	0.01%
Trifecta Capital Advisors, LLC	713	Jun 30, 26	--	0.01%
CNB Bank	644	Jun 30, 26	--	0.01%
Versant Capital Management, Inc	600	Jun 30, 26	--	0.01%
GeoWealth Management, LLC	440	Jun 30, 26	--	0.01%
WEST PACES ADVISORS INC.	243	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	227	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	186	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	154	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	121	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	112	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	100	Jun 30, 26	+100	0.00%
Tower Research Capital LLC (TRC)	76	Jun 30, 26	-511	0.00%
MERCER GLOBAL ADVISORS INC /ADV	65	Jun 30, 26	+65	0.00%
MARQUETTE ASSOCIATES, INC.	55	Jun 30, 26	+55	0.00%
IFP Advisors, Inc	20	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	5	Jun 30, 26	--	0.00%
CURIO WEALTH, LLC	--	Jun 30, 26	-335	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-12	--
Clear Point Advisors Inc.	--	Jun 30, 26	-33.26K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-125	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-836	--
Baer Investment Advisory LLC	--	Jun 30, 26	-3.69K	--
IFG Advisory, LLC	--	Jun 30, 26	-577	--
Efficient Advisors, LLC	15.05K	Mar 31, 26	-1.61K	0.19%
GILL CAPITAL PARTNERS, LLC	257	Mar 31, 26	+257	0.00%
CWM, LLC	200	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	26	Mar 31, 26	--	0.00%
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-951	--
COMERICA BANK	7.08K	Dec 31, 25	--	0.09%
CIBC Private Wealth Group, LLC	1.80K	Dec 31, 25	--	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-41	--
Wealthstream Advisors, Inc.	23.45K	Sep 30, 25	+3.02K	0.29%
HTLF Bank	2.94K	Dec 31, 24	-95	0.04%
Raymond James Financial Services Advisors, Inc.	8.49K	Sep 30, 24	--	0.11%
RAYMOND JAMES & ASSOCIATES	2.83K	Sep 30, 24	--	0.04%
Private Ocean, LLC	6.59K	Jun 30, 24	--	0.08%
Cetera Advisors LLC	3.01K	Mar 31, 24	+3.01K	0.04%
DUBUQUE BANK & TRUST CO	3.03K	Sep 30, 23	--	0.04%
3D/L Capital Management, LLC	2.39K	Sep 30, 23	+8	0.03%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	2.00K	Sep 30, 23	-7.78K	0.03%
TIAA, FSB	4.24K	Jun 30, 23	--	0.05%
Quantitative Advantage, LLC	183.50K	Mar 31, 23	+2.07K	2.30%
DOWLING & YAHNKE LLC	5.73K	Sep 30, 22	--	0.07%
ACG Wealth	--	Sep 30, 22	-42	--
HC FINANCIAL ADVISORS INC	56	Jun 30, 22	--	0.00%
NEXT Financial Group, Inc	49	Dec 31, 21	--	0.00%
C-J Advisory, Inc.	205.35K	Sep 30, 21	+2.88K	2.57%
SVA Wealth Management, LLC	10.71K	Dec 31, 20	+10.71K	0.13%
3D ASSET MANAGEMENT, INC	2.23K	Sep 30, 20	+2.23K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	28.44K	Dec 31, 19	+17.50K	0.36%
Advisor Group, Inc.	4.73K	Dec 31, 19	+236	0.06%
Guidant Wealth Advisors	150	Sep 30, 19	--	0.00%
WealthTrust Fairport, LLC	--	Mar 31, 19	-719	--
RAY GERALD L & ASSOCIATES LTD	4.30K	Sep 30, 17	--	0.05%
Commonwealth Equity Services, Inc	411.58K	Jun 30, 17	+49.53K	5.16%
MSI Financial Services Inc	70	Dec 31, 16	--	0.00%
FOUNDERS BANK & TRUST	577	Dec 31, 14	+15	0.01%
UBS AG	904	Sep 30, 14	+121	0.01%

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Holder

Date

Change

% Held

NORTHERN TRUST CORP

5.93M

Jun 30, 26

+216.21K

74.29%

MORGAN STANLEY

179.36K

Jun 30, 26

-2.05K

2.25%

Capstone Financial Advisors, Inc.

158.29K

Jun 30, 26

-5.25K

1.98%

ENVESTNET ASSET MANAGEMENT INC

137.75K

Jun 30, 26

+1.41K

1.73%

COMMONWEALTH EQUITY SERVICES, LLC

103.06K

Jun 30, 26

-3.30K

1.29%

RVW Wealth, LLC

68.35K

Jun 30, 26

+53

0.86%

Creative Planning

63.97K

Jun 30, 26

-879

0.80%

Sageworth Trust Co

62.46K

Jun 30, 26

-4.08K

0.78%

SageView Advisory Group, LLC

62.12K

Jun 30, 26

-1.07K

0.78%

MML INVESTORS SERVICES, LLC

44.04K

Jun 30, 26

+8.29K

0.55%

MAI Capital Management

35.68K

Jun 30, 26

+35.68K

0.45%

LPL Financial LLC

30.99K

Jun 30, 26

+1.54K

0.39%

Cetera Investment Advisers

28.83K

Jun 30, 26

-7

0.36%

SENTINEL TRUST CO LBA

25.61K

Jun 30, 26

0.32%

Trace Wealth Advisors, LLC

24.51K

Jun 30, 26

0.31%

Greenspring Advisors, LLC

24.18K

Jun 30, 26

+470

0.30%

Cambridge Investment Research Advisors, Inc.

20.89K

Jun 30, 26

0.26%

UBS Group AG

19.62K

Jun 30, 26

+4.88K

0.25%

CI Private Wealth, LLC

17.29K

Jun 30, 26

-18

0.22%

WELLS FARGO & COMPANY/MN

17.28K

Jun 30, 26

-1.35K

0.22%

ASSETMARK, INC

13.93K

Jun 30, 26

+13.87K

0.17%

Goldstein Advisors, LLC

13.75K

Jun 30, 26

-89

0.17%

Integrated Wealth Concepts LLC

13.51K

Jun 30, 26

+6.73K

0.17%

ROYAL BANK OF CANADA

12.12K

Jun 30, 26

-27

0.15%

BANK OF MONTREAL /CAN/

11.96K

Jun 30, 26

+4.69K

0.15%

Ballentine Capital Advisors, Inc

11.64K

Jun 30, 26

-552

0.15%

Discipline Wealth Solutions, LLC

10.61K

Jun 30, 26

-248

0.13%

AMG National Trust Bank

10.34K

Jun 30, 26

-361

0.13%

BRIDGES INVESTMENT MANAGEMENT INC

10.12K

Jun 30, 26

0.13%

RAYMOND JAMES FINANCIAL INC

7.79K

Jun 30, 26

-202

0.10%

BESSEMER GROUP INC

6.68K

Jun 30, 26

-180

0.08%

Wealthspire Advisors, LLC

6.59K

Jun 30, 26

0.08%

BANK OF AMERICA CORP /DE/

5.58K

Jun 30, 26

+739

0.07%

Greenfield Savings Bank

5.46K

Jun 30, 26

-40

0.07%

ADVISOR GROUP HOLDINGS, INC.

5.39K

Jun 30, 26

+997

0.07%

VICTORY FINANCIAL GROUP, LLC

4.67K

Jun 30, 26

+982

0.06%

WealthPlan Investment Management, LLC

4.51K

Jun 30, 26

-33

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.50K

Jun 30, 26

0.06%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.24K

Jun 30, 26

0.05%

Lido Advisors, LLC

3.84K

Jun 30, 26

0.05%

Sentinus, LLC

3.77K

Jun 30, 26

0.05%

Vise Technologies, Inc.

3.61K

Jun 30, 26

+856

0.05%

Plante Moran Financial Advisors, LLC

3.54K

Jun 30, 26

0.04%

FIDUCIENT ADVISORS LLC

3.50K

Jun 30, 26

+3.50K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.31K

Jun 30, 26

0.04%

KEYBANK NATIONAL ASSOCIATION/OH

3.29K

Jun 30, 26

0.04%

UMB Bank, n.a.

2.94K

Jun 30, 26

0.04%

ZACKS INVESTMENT MANAGEMENT

2.90K

Jun 30, 26

0.04%

Comprehensive Money Management Services LLC

2.86K

Jun 30, 26

0.04%

BOKF, NA

2.80K

Jun 30, 26

0.04%

Kestra Advisory Services, LLC

2.67K

Jun 30, 26

-999

0.03%

PARK NATIONAL CORP /OH/

2.61K

Jun 30, 26

-1

0.03%

Allworth Financial LP

2.60K

Jun 30, 26

0.03%

VestGen Advisors, LLC

2.56K

Jun 30, 26

-211

0.03%

FLOW TRADERS U.S. LLC

2.55K

Jun 30, 26

+401

0.03%

CITADEL ADVISORS LLC

2.48K

Jun 30, 26

+2.48K

0.03%

Hanlon Investment Management, Inc.

2.14K

Jun 30, 26

-189

0.03%

Essex Savings Bank

2.04K

Jun 30, 26

0.03%

Kings Path Partners LLC

2.03K

Jun 30, 26

-5

0.03%

Portland Global Advisors LLC

2.02K

Jun 30, 26

0.03%

AWM CAPITAL, LLC

1.95K

Jun 30, 26

-12

0.02%

CAPTRUST FINANCIAL ADVISORS

1.95K

Jun 30, 26

+12

0.02%

Mariner, LLC

1.91K

Jun 30, 26

+1.91K

0.02%

AQR CAPITAL MANAGEMENT LLC

1.83K

Jun 30, 26

+1.83K

0.02%

ANGELES WEALTH MANAGEMENT, LLC

1.72K

Jun 30, 26

+1.72K

0.02%

BOK Financial Private Wealth, Inc.

1.72K

Jun 30, 26

+1.72K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

1.68K

Jun 30, 26

0.02%

JANE STREET GROUP, LLC

1.67K

Jun 30, 26

+1.67K

0.02%

SeaCrest Wealth Management, LLC

1.63K

Jun 30, 26

+281

0.02%

QUADRANT CAPITAL GROUP LLC

1.49K

Jun 30, 26

+1.49K

0.02%

Baird Financial Group, Inc.

1.48K

Jun 30, 26

0.02%

Wealth Architects, LLC

1.45K

Jun 30, 26

0.02%

Cerity Partners LLC

1.40K

Jun 30, 26

0.02%

BLAIR WILLIAM & CO/IL

1.38K

Jun 30, 26

-2

0.02%

Rockefeller Capital Management L.P.

1.36K

Jun 30, 26

-522

0.02%

Bank of New York Mellon Corp

1.34K

Jun 30, 26

-930

0.02%

US BANCORP \DE\

1.34K

Jun 30, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

1.22K

Jun 30, 26

-6.74K

0.02%

Orca Investment Management, LLC

1.20K

Jun 30, 26

-48

0.01%

Pensionmark Financial Group, LLC

1.19K

Jun 30, 26

0.01%

Vestmark Advisory Solutions, Inc.

1.19K

Jun 30, 26

0.01%

Valeo Financial Advisors, LLC

1.06K

Jun 30, 26

0.01%

AMERIPRISE FINANCIAL INC

1.02K

Jun 30, 26

+95

0.01%

L & S Advisors Inc

1.02K

Jun 30, 26

0.01%

Aberdeen Wealth Management LLC

1.00K

Jun 30, 26

0.01%

M&T BANK CORP

981

Jun 30, 26

-37

0.01%

Wealth Advisors of Tampa Bay, LLC

916

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

883

Jun 30, 26

+65

0.01%

MKT Advisors LLC

839

Jun 30, 26

0.01%

FMR LLC

829

Jun 30, 26

0.01%

Buckingham Strategic Partners

817

Jun 30, 26

+817

0.01%

Geometric Wealth Advisors

814

Jun 30, 26

+814

0.01%

First Heartland Consultants, Inc.

807

Jun 30, 26

+807

0.01%

Atria Investments, Inc

807

Jun 30, 26

+807

0.01%

Beacon Pointe Advisors, LLC

800

Jun 30, 26

+800

0.01%

Caprock Group, LLC

770

Jun 30, 26

+770

0.01%

Private Advisor Group, LLC

755

Jun 30, 26

+755

0.01%

CoreCap Advisors, LLC

749

Jun 30, 26

+17

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

732

Jun 30, 26

0.01%

Trifecta Capital Advisors, LLC

713

Jun 30, 26

0.01%

CNB Bank

644

Jun 30, 26

0.01%

Versant Capital Management, Inc

600

Jun 30, 26

0.01%

GeoWealth Management, LLC

440

Jun 30, 26

0.01%

WEST PACES ADVISORS INC.

243

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

227

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

186

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

154

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

121

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

112

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

100

Jun 30, 26

+100

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-511

0.00%

MERCER GLOBAL ADVISORS INC /ADV

Jun 30, 26

+65

0.00%

MARQUETTE ASSOCIATES, INC.

Jun 30, 26

+55

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

CURIO WEALTH, LLC

Jun 30, 26

-335

Global Wealth Strategies & Associates

Jun 30, 26

-12

Clear Point Advisors Inc.

Jun 30, 26

-33.26K

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-125

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-836

Baer Investment Advisory LLC

Jun 30, 26

-3.69K

IFG Advisory, LLC

Jun 30, 26

-577

Efficient Advisors, LLC

15.05K

Mar 31, 26

-1.61K

0.19%

GILL CAPITAL PARTNERS, LLC

257

Mar 31, 26

+257

0.00%

CWM, LLC

200

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-951

COMERICA BANK

7.08K

Dec 31, 25

0.09%

CIBC Private Wealth Group, LLC

1.80K

Dec 31, 25

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-41

Wealthstream Advisors, Inc.

23.45K

Sep 30, 25

+3.02K

0.29%

HTLF Bank

2.94K

Dec 31, 24

-95

0.04%

Raymond James Financial Services Advisors, Inc.

8.49K

Sep 30, 24

0.11%

RAYMOND JAMES & ASSOCIATES

2.83K

Sep 30, 24

0.04%

Private Ocean, LLC

6.59K

Jun 30, 24

0.08%

Cetera Advisors LLC

3.01K

Mar 31, 24

+3.01K

0.04%

DUBUQUE BANK & TRUST CO

3.03K

Sep 30, 23

0.04%

3D/L Capital Management, LLC

2.39K

Sep 30, 23

0.03%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

2.00K

Sep 30, 23

-7.78K

0.03%

TIAA, FSB

4.24K

Jun 30, 23

0.05%

Quantitative Advantage, LLC

183.50K

Mar 31, 23

+2.07K

2.30%

DOWLING & YAHNKE LLC

5.73K

Sep 30, 22

0.07%

ACG Wealth

Sep 30, 22

-42

HC FINANCIAL ADVISORS INC

Jun 30, 22

0.00%

NEXT Financial Group, Inc

Dec 31, 21

0.00%

C-J Advisory, Inc.

205.35K

Sep 30, 21

+2.88K

2.57%

SVA Wealth Management, LLC

10.71K

Dec 31, 20

+10.71K

0.13%

3D ASSET MANAGEMENT, INC

2.23K

Sep 30, 20

+2.23K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

28.44K

Dec 31, 19

+17.50K

0.36%

Advisor Group, Inc.

4.73K

Dec 31, 19

+236

0.06%

Guidant Wealth Advisors

150

Sep 30, 19

0.00%

WealthTrust Fairport, LLC

Mar 31, 19

-719

RAY GERALD L & ASSOCIATES LTD

4.30K

Sep 30, 17

0.05%

Commonwealth Equity Services, Inc

411.58K

Jun 30, 17

+49.53K

5.16%

MSI Financial Services Inc

Dec 31, 16

0.00%

FOUNDERS BANK & TRUST

577

Dec 31, 14

+15

0.01%

UBS AG

904

Sep 30, 14

+121

0.01%