iShares 20+ Year Treasury Bond BuyWrite Strategy ETF(TLTW)

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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF(TLTW)

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$21.78—

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TLTW(TLTW)

TLTW

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 156 Institutional Holders

Holder	Shares	Date	Change	% Held
TRAPHAGEN INVESTMENT ADVISORS LLC	345.36K	Jun 30, 26	+275.50K	0.40%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	301.50K	Jun 30, 26	+6.01K	0.35%
Farther Finance Advisors, LLC	146.10K	Jun 30, 26	+135.28K	0.17%
ARMSTRONG ADVISORY GROUP, INC	135.89K	Jun 30, 26	+17.04K	0.16%
Secure Asset Management, LLC	113.84K	Jun 30, 26	+26.09K	0.13%
Apella Capital, LLC	102.63K	Jun 30, 26	-400	0.12%
Aspen Investment Management Inc	87.72K	Jun 30, 26	+4.20K	0.10%
Dynamic Advisor Solutions LLC	60.28K	Jun 30, 26	+8.73K	0.07%
PFG Advisors	44.98K	Jun 30, 26	-333.00K	0.05%
First Bank & Trust	14.41K	Jun 30, 26	+3.09K	0.02%
Global Wealth Strategies & Associates	12.97K	Jun 30, 26	+906	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	10.87K	Jun 30, 26	+10.87K	0.01%
Activest Wealth Management	1.11K	Jun 30, 26	+1.11K	0.00%
CoreCap Advisors, LLC	1.04K	Jun 30, 26	+1.04K	0.00%
BANK OF AMERICA CORP /DE/	2.29M	Mar 31, 26	+274.13K	2.67%
Foguth Wealth Management, LLC.	2.22M	Mar 31, 26	+2.21M	2.59%
ENVESTNET ASSET MANAGEMENT INC	1.96M	Mar 31, 26	+447.80K	2.29%
MORGAN STANLEY	1.94M	Mar 31, 26	+845.82K	2.25%
Cetera Investment Advisers	1.38M	Mar 31, 26	+215.47K	1.61%
LPL Financial LLC	1.32M	Mar 31, 26	+74.34K	1.54%
UBS Group AG	833.47K	Mar 31, 26	+241.53K	0.97%
BlackRock, Inc.	758.90K	Mar 31, 26	+240.25K	0.88%
FRANKLIN RESOURCES INC	739.10K	Mar 31, 26	+360	0.86%
Columbus Macro, LLC	675.78K	Mar 31, 26	+62.15K	0.79%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	415.62K	Mar 31, 26	-239.34K	0.48%
WealthShield Partners, LLC	375.81K	Mar 31, 26	+28.37K	0.44%
Hamilton Wealth, LLC	362.20K	Mar 31, 26	+125.00K	0.42%
ASSETMARK, INC	355.17K	Mar 31, 26	+60.32K	0.41%
AlphaStar Capital Management, LLC	330.76K	Mar 31, 26	+10.95K	0.39%
VanWeelden Wealth Management, LLC	312.56K	Mar 31, 26	+312.56K	0.36%
IHT Wealth Management, LLC	289.25K	Mar 31, 26	+10.90K	0.34%
Bank of New York Mellon Corp	269.93K	Mar 31, 26	+159.59K	0.31%
ROYAL BANK OF CANADA	259.08K	Mar 31, 26	+53.85K	0.30%
Golden State Equity Partners	245.15K	Mar 31, 26	+125.59K	0.29%
Janney Montgomery Scott LLC	239.40K	Mar 31, 26	+207.00K	0.28%
PRINCIPAL FINANCIAL GROUP INC	211.93K	Mar 31, 26	+117.83K	0.25%
RAYMOND JAMES FINANCIAL INC	210.85K	Mar 31, 26	+67.85K	0.25%
Cambridge Investment Research Advisors, Inc.	193.58K	Mar 31, 26	+31.79K	0.23%
FIFTH THIRD BANCORP	190.54K	Mar 31, 26	+190.54K	0.22%
KESTRA PRIVATE WEALTH SERVICES, LLC	181.63K	Mar 31, 26	+5.80K	0.21%
OPPENHEIMER & CO INC	171.22K	Mar 31, 26	+119.56K	0.20%
ADVISOR GROUP HOLDINGS, INC.	147.21K	Mar 31, 26	-20.10K	0.17%
IFP Advisors, Inc	144.78K	Mar 31, 26	+139.02K	0.17%
MATHER GROUP, LLC.	140.52K	Mar 31, 26	+140.52K	0.16%
MML INVESTORS SERVICES, LLC	125.76K	Mar 31, 26	+18.66K	0.15%
Steward Partners Investment Advisory, LLC	116.14K	Mar 31, 26	+13.08K	0.14%
MGO ONE SEVEN LLC	112.94K	Mar 31, 26	+63.28K	0.13%
TRANSCEND CAPITAL ADVISORS, LLC	103.30K	Mar 31, 26	+103.30K	0.12%
Pasadena Private Wealth, LLC	101.00K	Mar 31, 26	+101.00K	0.12%
Integrated Wealth Concepts LLC	92.48K	Mar 31, 26	+3.13K	0.11%
KINGSWOOD WEALTH ADVISORS, LLC	92.40K	Mar 31, 26	+92.40K	0.11%
Triumph Capital Management	90.31K	Mar 31, 26	+40.28K	0.11%
AE Wealth Management LLC	85.81K	Mar 31, 26	+81.13K	0.10%
Sovran Advisors, LLC	83.87K	Mar 31, 26	+7.16K	0.10%
Fortress Wealth Group, LLC	81.75K	Mar 31, 26	-568	0.10%
PFG Investments, LLC	74.13K	Mar 31, 26	+2.79K	0.09%
Caitlin John, LLC	71.58K	Mar 31, 26	+64.48K	0.08%
Mutual Advisors, LLC	69.44K	Mar 31, 26	+42.07K	0.08%
Wealth Alliance	65.07K	Mar 31, 26	+13.11K	0.08%
Alpine Bank Wealth Management	60.03K	Mar 31, 26	+22.23K	0.07%
STIFEL FINANCIAL CORP	55.44K	Mar 31, 26	-75	0.06%
TRUIST FINANCIAL CORP	52.50K	Mar 31, 26	-8.56K	0.06%
WEDBUSH SECURITIES INC	50.95K	Mar 31, 26	-2.17K	0.06%
Sanctuary Advisors, LLC	48.63K	Mar 31, 26	+10.04K	0.06%
DOVER ADVISORS, LLC	38.49K	Mar 31, 26	+7.72K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	36.94K	Mar 31, 26	+7.44K	0.04%
Blueprint Financial Advisors LLC	34.06K	Mar 31, 26	+7.70K	0.04%
Blueprint Investment Partners LLC	34.06K	Mar 31, 26	+7.70K	0.04%
Perennial Investment Advisors, LLC	32.29K	Mar 31, 26	+59	0.04%
NCM Capital Management, LLC	32.14K	Mar 31, 26	+4	0.04%
OLD MISSION CAPITAL LLC	31.47K	Mar 31, 26	+1.91K	0.04%
NBC SECURITIES, INC.	31.29K	Mar 31, 26	+31.29K	0.04%
Frontier Asset Management, LLC	31.25K	Mar 31, 26	-2.45K	0.04%
Avidian Wealth Solutions, LLC	31.16K	Mar 31, 26	-4.38K	0.04%
PARK AVENUE SECURITIES LLC	30.56K	Mar 31, 26	+8.06K	0.04%
Coordinated Financial Services, Inc.	30.02K	Mar 31, 26	+15.44K	0.03%
Independent Advisor Alliance	28.59K	Mar 31, 26	+18.45K	0.03%
Kestra Advisory Services, LLC	27.27K	Mar 31, 26	+10.79K	0.03%
Advyzon Investment Management, LLC	24.47K	Mar 31, 26	-9.38K	0.03%
Mount Yale Investment Advisors, LLC	24.24K	Mar 31, 26	+1.12K	0.03%
Vestmark Advisory Solutions, Inc.	24.10K	Mar 31, 26	+972	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.37K	Mar 31, 26	+22.37K	0.03%
Foundations Investment Advisors, LLC	21.95K	Mar 31, 26	-7.07K	0.03%
CI Private Wealth, LLC	20.97K	Mar 31, 26	--	0.02%
PRINCIPAL SECURITIES, INC.	20.04K	Mar 31, 26	+3.25K	0.02%
Pensionmark Financial Group, LLC	19.00K	Mar 31, 26	+8.76K	0.02%
Core Wealth Advisors, Inc.	18.72K	Mar 31, 26	+18.72K	0.02%
Federation des caisses Desjardins du Quebec	18.10K	Mar 31, 26	-12.50K	0.02%
SEARLE & CO.	16.00K	Mar 31, 26	+16.00K	0.02%
WEALTH EFFECTS LLC	14.67K	Mar 31, 26	+14.67K	0.02%
XTX Topco Ltd	14.57K	Mar 31, 26	+14.57K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	14.00K	Mar 31, 26	-5.50K	0.02%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	13.15K	Mar 31, 26	--	0.02%
Latitude Advisors, LLC	12.81K	Mar 31, 26	+1.03K	0.01%
Joseph P. Lucia & Associates, LLC	12.49K	Mar 31, 26	+500	0.01%
Kovack Advisors, Inc.	11.41K	Mar 31, 26	-3.65K	0.01%
Csenge Advisory Group	11.10K	Mar 31, 26	+11.10K	0.01%
SENTINEL PENSION ADVISORS INC	10.98K	Mar 31, 26	+168	0.01%
Farther Finance Advisors, LLC	10.82K	Mar 31, 26	+10.64K	0.01%
Mirae Asset Global Investments Co., Ltd.	10.63K	Mar 31, 26	+7.23K	0.01%
CULLEN/FROST BANKERS, INC.	10.14K	Mar 31, 26	+1.34K	0.01%
Summit Financial, LLC	9.30K	Mar 31, 26	-500	0.01%
WELLS FARGO & COMPANY/MN	7.52K	Mar 31, 26	+7.52K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.08K	Mar 31, 26	+1.01K	0.01%
JPMORGAN CHASE & CO	5.94K	Mar 31, 26	-106	0.01%
Rockefeller Capital Management L.P.	5.55K	Mar 31, 26	+5.33K	0.01%
Morling Financial Advisors, LLC	5.25K	Mar 31, 26	+87	0.01%
Private Wealth Asset Management, LLC	5.06K	Mar 31, 26	+82	0.01%
MAI Capital Management	4.40K	Mar 31, 26	--	0.01%
CITIGROUP INC	3.98K	Mar 31, 26	+3.98K	0.00%
Advisory Services Network, LLC	3.15K	Mar 31, 26	+3.15K	0.00%
BANK OF MONTREAL /CAN/	3.14K	Mar 31, 26	--	0.00%
Luminist Capital LLC	2.96K	Mar 31, 26	-445	0.00%
SRS Capital Advisors, Inc.	2.52K	Mar 31, 26	+42	0.00%
Allworth Financial LP	2.50K	Mar 31, 26	+2.00K	0.00%
Geneos Wealth Management Inc.	2.47K	Mar 31, 26	+8	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.33K	Mar 31, 26	-54	0.00%
STANCE CAPITAL LLC	2.15K	Mar 31, 26	+2.15K	0.00%
HARBOUR INVESTMENTS, INC.	1.70K	Mar 31, 26	+627	0.00%
Ashton Thomas Private Wealth, LLC	440	Mar 31, 26	+440	0.00%
Parallel Advisors, LLC	377	Mar 31, 26	+377	0.00%
FMR LLC	289	Mar 31, 26	+268	0.00%
Virtus ETF Advisers LLC	248	Mar 31, 26	+111	0.00%
North Star Investment Management Corp.	148	Mar 31, 26	+3	0.00%
Park Square Financial Group, LLC	121	Mar 31, 26	+121	0.00%
PIN OAK INVESTMENT ADVISORS INC	100	Mar 31, 26	--	0.00%
Capital Analysts, LLC	92	Mar 31, 26	+92	0.00%
Sunbelt Securities, Inc.	43	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	15	Mar 31, 26	+15	0.00%
Activest Wealth Management	3	Mar 31, 26	-2	0.00%
Transamerica Financial Advisors, Inc.	--	Mar 31, 26	-216	--
COMMONWEALTH EQUITY SERVICES, LLC	--	Mar 31, 26	-235.12K	--
Claris Financial LLC	--	Mar 31, 26	-47.87K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-9.53K	--
Elequin Securities, LLC	--	Mar 31, 26	-54.39K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-233.01K	--
CacheTech Inc.	--	Mar 31, 26	-49.16K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-16.60K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-22.54K	--
Quadrature Capital Ltd	--	Mar 31, 26	-177.08K	--
COMERICA BANK	130.54K	Dec 31, 25	+97.36K	0.15%
Global Retirement Partners, LLC	15.69K	Dec 31, 25	+15.02K	0.02%
Prosperity Wealth Management, Inc.	12.34K	Dec 31, 25	+12.34K	0.01%
TUCKER ASSET MANAGEMENT LLC	831	Dec 31, 25	+831	0.00%
NAPA WEALTH MANAGEMENT	129.18K	Sep 30, 25	+6.38K	0.15%
First Horizon Advisors, Inc.	1.18K	Jun 30, 25	-62	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-9.76K	--
Coordinated Financial Services, Inc./CO	9.55K	Mar 31, 25	+9.55K	0.01%
Anchor Pointe Wealth Management, LLC	8.54K	Dec 31, 24	+8.54K	0.01%
SpiderRock Advisors, LLC	39.23K	Sep 30, 24	+39.23K	0.05%
Raymond James Financial Services Advisors, Inc.	18.39K	Sep 30, 24	+6.43K	0.02%
RAYMOND JAMES & ASSOCIATES	10.00K	Sep 30, 24	+1.96K	0.01%
Retirement Group, LLC	183.02K	Mar 31, 24	+166.22K	0.21%
Cetera Advisors LLC	60.93K	Mar 31, 24	+60.93K	0.07%
Cetera Advisor Networks LLC	27.73K	Mar 31, 24	-53.85K	0.03%
Granite Point Capital Management, L.P.	--	Jun 30, 23	-3.00K	--

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Holder

Date

Change

% Held

TRAPHAGEN INVESTMENT ADVISORS LLC

345.36K

Jun 30, 26

+275.50K

0.40%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

301.50K

Jun 30, 26

+6.01K

0.35%

Farther Finance Advisors, LLC

146.10K

Jun 30, 26

+135.28K

0.17%

ARMSTRONG ADVISORY GROUP, INC

135.89K

Jun 30, 26

+17.04K

0.16%

Secure Asset Management, LLC

113.84K

Jun 30, 26

+26.09K

0.13%

Apella Capital, LLC

102.63K

Jun 30, 26

-400

0.12%

Aspen Investment Management Inc

87.72K

Jun 30, 26

+4.20K

0.10%

Dynamic Advisor Solutions LLC

60.28K

Jun 30, 26

+8.73K

0.07%

PFG Advisors

44.98K

Jun 30, 26

-333.00K

0.05%

First Bank & Trust

14.41K

Jun 30, 26

+3.09K

0.02%

Global Wealth Strategies & Associates

12.97K

Jun 30, 26

+906

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

10.87K

Jun 30, 26

+10.87K

0.01%

Activest Wealth Management

1.11K

Jun 30, 26

+1.11K

0.00%

CoreCap Advisors, LLC

1.04K

Jun 30, 26

+1.04K

0.00%

BANK OF AMERICA CORP /DE/

2.29M

Mar 31, 26

+274.13K

2.67%

Foguth Wealth Management, LLC.

2.22M

Mar 31, 26

+2.21M

2.59%

ENVESTNET ASSET MANAGEMENT INC

1.96M

Mar 31, 26

+447.80K

2.29%

MORGAN STANLEY

1.94M

Mar 31, 26

+845.82K

2.25%

Cetera Investment Advisers

1.38M

Mar 31, 26

+215.47K

1.61%

LPL Financial LLC

1.32M

Mar 31, 26

+74.34K

1.54%

UBS Group AG

833.47K

Mar 31, 26

+241.53K

0.97%

BlackRock, Inc.

758.90K

Mar 31, 26

+240.25K

0.88%

FRANKLIN RESOURCES INC

739.10K

Mar 31, 26

+360

0.86%

Columbus Macro, LLC

675.78K

Mar 31, 26

+62.15K

0.79%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

415.62K

Mar 31, 26

-239.34K

0.48%

WealthShield Partners, LLC

375.81K

Mar 31, 26

+28.37K

0.44%

Hamilton Wealth, LLC

362.20K

Mar 31, 26

+125.00K

0.42%

ASSETMARK, INC

355.17K

Mar 31, 26

+60.32K

0.41%

AlphaStar Capital Management, LLC

330.76K

Mar 31, 26

+10.95K

0.39%

VanWeelden Wealth Management, LLC

312.56K

Mar 31, 26

+312.56K

0.36%

IHT Wealth Management, LLC

289.25K

Mar 31, 26

+10.90K

0.34%

Bank of New York Mellon Corp

269.93K

Mar 31, 26

+159.59K

0.31%

ROYAL BANK OF CANADA

259.08K

Mar 31, 26

+53.85K

0.30%

Golden State Equity Partners

245.15K

Mar 31, 26

+125.59K

0.29%

Janney Montgomery Scott LLC

239.40K

Mar 31, 26

+207.00K

0.28%

PRINCIPAL FINANCIAL GROUP INC

211.93K

Mar 31, 26

+117.83K

0.25%

RAYMOND JAMES FINANCIAL INC

210.85K

Mar 31, 26

+67.85K

0.25%

Cambridge Investment Research Advisors, Inc.

193.58K

Mar 31, 26

+31.79K

0.23%

FIFTH THIRD BANCORP

190.54K

Mar 31, 26

+190.54K

0.22%

KESTRA PRIVATE WEALTH SERVICES, LLC

181.63K

Mar 31, 26

+5.80K

0.21%

OPPENHEIMER & CO INC

171.22K

Mar 31, 26

+119.56K

0.20%

ADVISOR GROUP HOLDINGS, INC.

147.21K

Mar 31, 26

-20.10K

0.17%

IFP Advisors, Inc

144.78K

Mar 31, 26

+139.02K

0.17%

MATHER GROUP, LLC.

140.52K

Mar 31, 26

+140.52K

0.16%

MML INVESTORS SERVICES, LLC

125.76K

Mar 31, 26

+18.66K

0.15%

Steward Partners Investment Advisory, LLC

116.14K

Mar 31, 26

+13.08K

0.14%

MGO ONE SEVEN LLC

112.94K

Mar 31, 26

+63.28K

0.13%

TRANSCEND CAPITAL ADVISORS, LLC

103.30K

Mar 31, 26

+103.30K

0.12%

Pasadena Private Wealth, LLC

101.00K

Mar 31, 26

+101.00K

0.12%

Integrated Wealth Concepts LLC

92.48K

Mar 31, 26

+3.13K

0.11%

KINGSWOOD WEALTH ADVISORS, LLC

92.40K

Mar 31, 26

+92.40K

0.11%

Triumph Capital Management

90.31K

Mar 31, 26

+40.28K

0.11%

AE Wealth Management LLC

85.81K

Mar 31, 26

+81.13K

0.10%

Sovran Advisors, LLC

83.87K

Mar 31, 26

+7.16K

0.10%

Fortress Wealth Group, LLC

81.75K

Mar 31, 26

-568

0.10%

PFG Investments, LLC

74.13K

Mar 31, 26

+2.79K

0.09%

Caitlin John, LLC

71.58K

Mar 31, 26

+64.48K

0.08%

Mutual Advisors, LLC

69.44K

Mar 31, 26

+42.07K

0.08%

Wealth Alliance

65.07K

Mar 31, 26

+13.11K

0.08%

Alpine Bank Wealth Management

60.03K

Mar 31, 26

+22.23K

0.07%

STIFEL FINANCIAL CORP

55.44K

Mar 31, 26

-75

0.06%

TRUIST FINANCIAL CORP

52.50K

Mar 31, 26

-8.56K

0.06%

WEDBUSH SECURITIES INC

50.95K

Mar 31, 26

-2.17K

0.06%

Sanctuary Advisors, LLC

48.63K

Mar 31, 26

+10.04K

0.06%

DOVER ADVISORS, LLC

38.49K

Mar 31, 26

+7.72K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

36.94K

Mar 31, 26

+7.44K

0.04%

Blueprint Financial Advisors LLC

34.06K

Mar 31, 26

+7.70K

0.04%

Blueprint Investment Partners LLC

34.06K

Mar 31, 26

+7.70K

0.04%

Perennial Investment Advisors, LLC

32.29K

Mar 31, 26

+59

0.04%

NCM Capital Management, LLC

32.14K

Mar 31, 26

0.04%

OLD MISSION CAPITAL LLC

31.47K

Mar 31, 26

+1.91K

0.04%

NBC SECURITIES, INC.

31.29K

Mar 31, 26

+31.29K

0.04%

Frontier Asset Management, LLC

31.25K

Mar 31, 26

-2.45K

0.04%

Avidian Wealth Solutions, LLC

31.16K

Mar 31, 26

-4.38K

0.04%

PARK AVENUE SECURITIES LLC

30.56K

Mar 31, 26

+8.06K

0.04%

Coordinated Financial Services, Inc.

30.02K

Mar 31, 26

+15.44K

0.03%

Independent Advisor Alliance

28.59K

Mar 31, 26

+18.45K

0.03%

Kestra Advisory Services, LLC

27.27K

Mar 31, 26

+10.79K

0.03%

Advyzon Investment Management, LLC

24.47K

Mar 31, 26

-9.38K

0.03%

Mount Yale Investment Advisors, LLC

24.24K

Mar 31, 26

+1.12K

0.03%

Vestmark Advisory Solutions, Inc.

24.10K

Mar 31, 26

+972

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

22.37K

Mar 31, 26

+22.37K

0.03%

Foundations Investment Advisors, LLC

21.95K

Mar 31, 26

-7.07K

0.03%

CI Private Wealth, LLC

20.97K

Mar 31, 26

0.02%

PRINCIPAL SECURITIES, INC.

20.04K

Mar 31, 26

+3.25K

0.02%

Pensionmark Financial Group, LLC

19.00K

Mar 31, 26

+8.76K

0.02%

Core Wealth Advisors, Inc.

18.72K

Mar 31, 26

+18.72K

0.02%

Federation des caisses Desjardins du Quebec

18.10K

Mar 31, 26

-12.50K

0.02%

SEARLE & CO.

16.00K

Mar 31, 26

+16.00K

0.02%

WEALTH EFFECTS LLC

14.67K

Mar 31, 26

+14.67K

0.02%

XTX Topco Ltd

14.57K

Mar 31, 26

+14.57K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

14.00K

Mar 31, 26

-5.50K

0.02%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

13.15K

Mar 31, 26

0.02%

Latitude Advisors, LLC

12.81K

Mar 31, 26

+1.03K

0.01%

Joseph P. Lucia & Associates, LLC

12.49K

Mar 31, 26

+500

0.01%

Kovack Advisors, Inc.

11.41K

Mar 31, 26

-3.65K

0.01%

Csenge Advisory Group

11.10K

Mar 31, 26

+11.10K

0.01%

SENTINEL PENSION ADVISORS INC

10.98K

Mar 31, 26

+168

0.01%

Farther Finance Advisors, LLC

10.82K

Mar 31, 26

+10.64K

0.01%

Mirae Asset Global Investments Co., Ltd.

10.63K

Mar 31, 26

+7.23K

0.01%

CULLEN/FROST BANKERS, INC.

10.14K

Mar 31, 26

+1.34K

0.01%

Summit Financial, LLC

9.30K

Mar 31, 26

-500

0.01%

WELLS FARGO & COMPANY/MN

7.52K

Mar 31, 26

+7.52K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.08K

Mar 31, 26

+1.01K

0.01%

JPMORGAN CHASE & CO

5.94K

Mar 31, 26

-106

0.01%

Rockefeller Capital Management L.P.

5.55K

Mar 31, 26

+5.33K

0.01%

Morling Financial Advisors, LLC

5.25K

Mar 31, 26

+87

0.01%

Private Wealth Asset Management, LLC

5.06K

Mar 31, 26

+82

0.01%

MAI Capital Management

4.40K

Mar 31, 26

0.01%

CITIGROUP INC

3.98K

Mar 31, 26

+3.98K

0.00%

Advisory Services Network, LLC

3.15K

Mar 31, 26

+3.15K

0.00%

BANK OF MONTREAL /CAN/

3.14K

Mar 31, 26

0.00%

Luminist Capital LLC

2.96K

Mar 31, 26

-445

0.00%

SRS Capital Advisors, Inc.

2.52K

Mar 31, 26

+42

0.00%

Allworth Financial LP

2.50K

Mar 31, 26

+2.00K

0.00%

Geneos Wealth Management Inc.

2.47K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.33K

Mar 31, 26

-54

0.00%

STANCE CAPITAL LLC

2.15K

Mar 31, 26

+2.15K

0.00%

HARBOUR INVESTMENTS, INC.

1.70K

Mar 31, 26

+627

0.00%

Ashton Thomas Private Wealth, LLC

440

Mar 31, 26

+440

0.00%

Parallel Advisors, LLC

377

Mar 31, 26

+377

0.00%

FMR LLC

289

Mar 31, 26

+268

0.00%

Virtus ETF Advisers LLC

248

Mar 31, 26

+111

0.00%

North Star Investment Management Corp.

148

Mar 31, 26

0.00%

Park Square Financial Group, LLC

121

Mar 31, 26

+121

0.00%

PIN OAK INVESTMENT ADVISORS INC

100

Mar 31, 26

0.00%

Capital Analysts, LLC

Mar 31, 26

+92

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

Mar 31, 26

+15

0.00%

Activest Wealth Management

Mar 31, 26

-2

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-216

COMMONWEALTH EQUITY SERVICES, LLC

Mar 31, 26

-235.12K

Claris Financial LLC

Mar 31, 26

-47.87K

NewEdge Advisors, LLC

Mar 31, 26

-9.53K

Elequin Securities, LLC

Mar 31, 26

-54.39K

JANE STREET GROUP, LLC

Mar 31, 26

-233.01K

CacheTech Inc.

Mar 31, 26

-49.16K

CITADEL ADVISORS LLC

Mar 31, 26

-16.60K

Lloyd Advisory Services, LLC.

Mar 31, 26

-22.54K

Quadrature Capital Ltd

Mar 31, 26

-177.08K

COMERICA BANK

130.54K

Dec 31, 25

+97.36K

0.15%

Global Retirement Partners, LLC

15.69K

Dec 31, 25

+15.02K

0.02%

Prosperity Wealth Management, Inc.

12.34K

Dec 31, 25

+12.34K

0.01%

TUCKER ASSET MANAGEMENT LLC

831

Dec 31, 25

+831

0.00%

NAPA WEALTH MANAGEMENT

129.18K

Sep 30, 25

+6.38K

0.15%

First Horizon Advisors, Inc.

1.18K

Jun 30, 25

-62

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-9.76K

Coordinated Financial Services, Inc./CO

9.55K

Mar 31, 25

+9.55K

0.01%

Anchor Pointe Wealth Management, LLC

8.54K

Dec 31, 24

+8.54K

0.01%

SpiderRock Advisors, LLC

39.23K

Sep 30, 24

+39.23K

0.05%

Raymond James Financial Services Advisors, Inc.

18.39K

Sep 30, 24

+6.43K

0.02%

RAYMOND JAMES & ASSOCIATES

10.00K

Sep 30, 24

+1.96K

0.01%

Retirement Group, LLC

183.02K

Mar 31, 24

+166.22K

0.21%

Cetera Advisors LLC

60.93K

Mar 31, 24

+60.93K

0.07%

Cetera Advisor Networks LLC

27.73K

Mar 31, 24

-53.85K

0.03%

Granite Point Capital Management, L.P.

Jun 30, 23

-3.00K