First Trust Smith Unconstrained Bond ETF(UCON)

$24.50—Stale · unknown old

Chart

First Trust Smith Unconstrained Bond ETF(UCON)

NYSE • Last print unknown ago

$24.50—Stale · unknown old

Chart Studio

UCON(UCON)

UCON

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

Institutional Ownership

Top 361 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	13.68M	Jun 30, 26	+1.21M	10.21%
MORGAN STANLEY	9.32M	Jun 30, 26	+357.28K	6.95%
WELLS FARGO & COMPANY/MN	7.17M	Jun 30, 26	+1.10M	5.35%
AMERIPRISE FINANCIAL INC	5.57M	Jun 30, 26	+229.70K	4.15%
BANK OF AMERICA CORP /DE/	4.20M	Jun 30, 26	+365.68K	3.13%
HARBOUR INVESTMENTS, INC.	4.20M	Jun 30, 26	+77.06K	3.13%
ROYAL BANK OF CANADA	4.02M	Jun 30, 26	+20.15K	3.00%
RAYMOND JAMES FINANCIAL INC	2.83M	Jun 30, 26	+1.91K	2.11%
ENVESTNET ASSET MANAGEMENT INC	2.62M	Jun 30, 26	+167.14K	1.96%
HighTower Advisors, LLC	2.47M	Jun 30, 26	+35.38K	1.84%
TRUIST FINANCIAL CORP	2.09M	Jun 30, 26	+186.37K	1.56%
ADVISOR GROUP HOLDINGS, INC.	2.05M	Jun 30, 26	+153.97K	1.53%
Cetera Investment Advisers	1.76M	Jun 30, 26	+320.46K	1.31%
STIFEL FINANCIAL CORP	1.66M	Jun 30, 26	+27.93K	1.24%
Trilogy Capital Inc.	1.57M	Jun 30, 26	+91.82K	1.17%
Csenge Advisory Group	1.53M	Jun 30, 26	+38.50K	1.14%
Aptus Capital Advisors, LLC	1.40M	Jun 30, 26	+16.86K	1.04%
Integrated Wealth Concepts LLC	1.29M	Jun 30, 26	+390.11K	0.96%
IFP Advisors, Inc	1.13M	Jun 30, 26	+236.97K	0.84%
Cambridge Investment Research Advisors, Inc.	1.08M	Jun 30, 26	+83.79K	0.81%
Colony Group, LLC	999.37K	Jun 30, 26	-3.20K	0.75%
MML INVESTORS SERVICES, LLC	932.94K	Jun 30, 26	+165.75K	0.70%
Cyndeo Wealth Partners, LLC	872.87K	Jun 30, 26	+32.95K	0.65%
Wagner Wealth Management, LLC	859.22K	Jun 30, 26	-173.98K	0.64%
EdgeRock Capital LLC	842.63K	Jun 30, 26	+52.09K	0.63%
COMMONWEALTH EQUITY SERVICES, LLC	833.94K	Jun 30, 26	-284.66K	0.62%
Dynamic Advisor Solutions LLC	816.40K	Jun 30, 26	+45.98K	0.61%
Stratos Wealth Partners, LTD.	807.84K	Jun 30, 26	+22.68K	0.60%
Walkner Condon Financial Advisors LLC	806.30K	Jun 30, 26	+66.27K	0.60%
KESTRA PRIVATE WEALTH SERVICES, LLC	801.88K	Jun 30, 26	-1.09K	0.60%
CAPITAL PERFORMANCE ADVISORS LLP	792.03K	Jun 30, 26	+154.84K	0.59%
Arch Global Advisors, LLC	783.52K	Jun 30, 26	+158.55K	0.58%
Waverly Advisors, LLC	782.90K	Jun 30, 26	+769.12K	0.58%
Capital Investment Advisory Services, LLC	756.29K	Jun 30, 26	-57.30K	0.56%
JPMORGAN CHASE & CO	745.41K	Jun 30, 26	+139.34K	0.56%
Private Advisor Group, LLC	679.66K	Jun 30, 26	+153.35K	0.51%
WILEY BROS.-AINTREE CAPITAL, LLC	661.02K	Jun 30, 26	+239.53K	0.49%
Geneos Wealth Management Inc.	647.63K	Jun 30, 26	+11.86K	0.48%
Spartan Wealth Advisory Services LLC	637.47K	Jun 30, 26	+10.77K	0.48%
Navalign, LLC	620.23K	Jun 30, 26	+21.53K	0.46%
Collaborative Wealth Managment Inc.	604.55K	Jun 30, 26	+36.65K	0.45%
Visionary Wealth Advisors	590.04K	Jun 30, 26	-71.32K	0.44%
Smartleaf Asset Management LLC	580.96K	Jun 30, 26	--	0.43%
First Heartland Consultants, Inc.	577.74K	Jun 30, 26	+6.59K	0.43%
Janney Montgomery Scott LLC	557.89K	Jun 30, 26	+57.76K	0.42%
Equitable Holdings, Inc.	544.25K	Jun 30, 26	-33.55K	0.41%
Etesian Wealth Advisors, Inc.	536.38K	Jun 30, 26	-30.70K	0.40%
Chicago Partners Investment Group LLC	522.60K	Jun 30, 26	+12.11K	0.39%
Kestra Advisory Services, LLC	487.47K	Jun 30, 26	-18.65K	0.36%
Western Wealth Management, LLC	455.72K	Jun 30, 26	-42.00K	0.34%
Rehmann Capital Advisory Group	445.37K	Jun 30, 26	-13.81K	0.33%
Focus Financial Network, Inc.	435.85K	Jun 30, 26	+435.85K	0.33%
HBW Advisory Services LLC	432.07K	Jun 30, 26	+22.18K	0.32%
AXXCESS WEALTH MANAGEMENT, LLC	428.37K	Jun 30, 26	+428.37K	0.32%
Darwin Wealth Management, LLC	428.37K	Jun 30, 26	+11.62K	0.32%
Prasad Wealth Partners, LLC	407.63K	Jun 30, 26	+8.70K	0.30%
Mach-1 Financial Group, LLC	404.02K	Jun 30, 26	-685	0.30%
US BANCORP \DE\	392.17K	Jun 30, 26	-24.18K	0.29%
CAPTRUST FINANCIAL ADVISORS	377.68K	Jun 30, 26	-121.20K	0.28%
Larson Financial Group LLC	367.27K	Jun 30, 26	-89.58K	0.27%
Gateway Wealth Partners, LLC	362.82K	Jun 30, 26	-327.32K	0.27%
Appalachian Capital Management Ltd	362.40K	Jun 30, 26	+2.43K	0.27%
BKA Wealth Consulting, Inc.	357.50K	Jun 30, 26	+2.26K	0.27%
Live Oak Investment Partners	355.72K	Jun 30, 26	+7.69K	0.27%
XML Financial, LLC	354.46K	Jun 30, 26	+1.63K	0.26%
Wealth Advisory Team LLC	321.89K	Jun 30, 26	+321.89K	0.24%
MATHER GROUP, LLC.	310.72K	Jun 30, 26	+3.75K	0.23%
Certified Advisory Corp	303.18K	Jun 30, 26	-9.74K	0.23%
Baird Financial Group, Inc.	301.49K	Jun 30, 26	+14.64K	0.22%
Ameritas Advisory Services, LLC	297.35K	Jun 30, 26	+242.43K	0.22%
TWIN PEAKS WEALTH ADVISORS, LLC	281.76K	Jun 30, 26	+18.57K	0.21%
CoreCap Advisors, LLC	271.93K	Jun 30, 26	-84.71K	0.20%
PFG Advisors	271.86K	Jun 30, 26	+10.35K	0.20%
TrueWealth Advisors, LLC	263.69K	Jun 30, 26	+1.82K	0.20%
Gaddis Premier Wealth Advisors LLC	262.64K	Jun 30, 26	+19.15K	0.20%
Tolleson Wealth Management, Inc.	257.26K	Jun 30, 26	-4.37K	0.19%
NewEdge Advisors, LLC	252.65K	Jun 30, 26	+42.75K	0.19%
Summit Financial, LLC	248.45K	Jun 30, 26	+194.62K	0.19%
GSG Advisors LLC	245.01K	Jun 30, 26	-6.13K	0.18%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	244.92K	Jun 30, 26	+3.62K	0.18%
Triumph Capital Management	241.68K	Jun 30, 26	+49.00K	0.18%
Total Clarity Wealth Management, Inc.	238.07K	Jun 30, 26	+53.45K	0.18%
Keel Point, LLC	235.01K	Jun 30, 26	+17.84K	0.18%
Apollon Wealth Management, LLC	232.63K	Jun 30, 26	-2.00K	0.17%
Resources Investment Advisors, LLC.	227.67K	Jun 30, 26	+31.90K	0.17%
Nova Wealth Management, Inc.	218.38K	Jun 30, 26	+57.56K	0.16%
Goldstone Financial Group, LLC	215.66K	Jun 30, 26	-39.09K	0.16%
Vise Technologies, Inc.	215.63K	Jun 30, 26	+55.22K	0.16%
FOCUSED ALPHA, LLC	209.94K	Jun 30, 26	-3.26K	0.16%
Mariner, LLC	205.55K	Jun 30, 26	-273.17K	0.15%
D.A. DAVIDSON & CO.	204.55K	Jun 30, 26	+85.78K	0.15%
Golden State Wealth Management, LLC	204.18K	Jun 30, 26	-30.95K	0.15%
Synergy Investment Management, LLC	204.04K	Jun 30, 26	+16.39K	0.15%
SlateStone Wealth, LLC	190.94K	Jun 30, 26	-10.73K	0.14%
OPPENHEIMER & CO INC	190.38K	Jun 30, 26	-97.95K	0.14%
Philip James Wealth Mangement, LLC	174.82K	Jun 30, 26	-14.87K	0.13%
Ashton Thomas Private Wealth, LLC	174.65K	Jun 30, 26	+12.63K	0.13%
WEDBUSH SECURITIES INC	172.47K	Jun 30, 26	+4.03K	0.13%
Diversify Advisory Services, LLC	171.69K	Jun 30, 26	+171.69K	0.13%
DIVERSIFY WEALTH MANAGEMENT, LLC	171.69K	Jun 30, 26	+119.76K	0.13%
Holistic Financial Partners	168.53K	Jun 30, 26	-336.01K	0.13%
FLAGSHIP HARBOR ADVISORS, LLC	157.79K	Jun 30, 26	-599	0.12%
Fairway Financial, LLC	153.16K	Jun 30, 26	+2.80K	0.11%
Commonwealth Financial Services, LLC	153.00K	Jun 30, 26	-612.62K	0.11%
Midwest Financial Group LLC	149.89K	Jun 30, 26	+149.89K	0.11%
Wagner Wealth Management, Corp	148.92K	Jun 30, 26	+6.52K	0.11%
RiverTree Advisors, LLC	135.35K	Jun 30, 26	+33.22K	0.10%
Bleakley Financial Group, LLC	134.69K	Jun 30, 26	-278.95K	0.10%
AssuredPartners Investment Advisors, LLC	127.10K	Jun 30, 26	+1.76K	0.09%
Advisory Services Network, LLC	126.26K	Jun 30, 26	+6.91K	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	125.81K	Jun 30, 26	+102.04K	0.09%
Tactive Advisors, LLC	125.61K	Jun 30, 26	-80.82K	0.09%
DEFINED WEALTH MANAGEMENT, LLC	118.51K	Jun 30, 26	+12.07K	0.09%
Acorn Wealth Advisors, LLC	117.38K	Jun 30, 26	+11.22K	0.09%
Beaumont Financial Advisors, LLC	114.63K	Jun 30, 26	+4.21K	0.09%
J.W. COLE ADVISORS, INC.	106.66K	Jun 30, 26	+94.96K	0.08%
Stonebridge Financial Planning Group, LLC	104.82K	Jun 30, 26	-9.12K	0.08%
Core Wealth Partners LLC	104.34K	Jun 30, 26	+94.63K	0.08%
HCR Wealth Advisors	99.82K	Jun 30, 26	+15.26K	0.07%
Holos Integrated Wealth LLC	97.69K	Jun 30, 26	-18.02K	0.07%
Blackhawk Capital Partners LLC.	89.11K	Jun 30, 26	+3.42K	0.07%
Pine Valley Investments Ltd Liability Co	87.11K	Jun 30, 26	-2.31K	0.06%
TRANSCEND CAPITAL ADVISORS, LLC	84.94K	Jun 30, 26	-4.82K	0.06%
Avantax Planning Partners, Inc.	77.20K	Jun 30, 26	-396	0.06%
Spectrum Wealth Advisory Group, LLC	76.64K	Jun 30, 26	-16.70K	0.06%
Capital CS Group, LLC	76.48K	Jun 30, 26	-20.83K	0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	74.34K	Jun 30, 26	-27.23K	0.06%
CITADEL ADVISORS LLC	71.90K	Jun 30, 26	-335.71K	0.05%
Kingsview Wealth Management, LLC	70.66K	Jun 30, 26	-16.29K	0.05%
COLUMBIA ADVISORY PARTNERS LLC	65.46K	Jun 30, 26	-214	0.05%
Rockefeller Capital Management L.P.	61.07K	Jun 30, 26	-4.72K	0.05%
CENTAURUS FINANCIAL, INC.	58.98K	Jun 30, 26	+21.34K	0.04%
FIFTH THIRD BANCORP	58.27K	Jun 30, 26	-4.01K	0.04%
Legacy Capital Wealth Partners, LLC	54.55K	Jun 30, 26	+1.81K	0.04%
BEACON FINANCIAL GROUP	54.47K	Jun 30, 26	-58.61K	0.04%
PUFF WEALTH MANAGEMENT, LLC	54.46K	Jun 30, 26	+54.46K	0.04%
PKS Advisory Services, LLC	51.93K	Jun 30, 26	+999	0.04%
Pinnacle Financial Partners, Inc.	50.13K	Jun 30, 26	-2.84K	0.04%
Prospera Financial Services Inc	48.67K	Jun 30, 26	+12.64K	0.04%
Legacy Wealth Managment, LLC/ID	44.88K	Jun 30, 26	+17.30K	0.03%
GOLDMAN SACHS GROUP INC	44.47K	Jun 30, 26	+8.10K	0.03%
FIFTH THIRD SECURITIES, INC.	43.41K	Jun 30, 26	+4.89K	0.03%
CHIRON CAPITAL MANAGEMENT, LLC	43.39K	Jun 30, 26	+31.23K	0.03%
Farther Finance Advisors, LLC	41.50K	Jun 30, 26	-11.67K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	41.04K	Jun 30, 26	-6.18K	0.03%
Betterment LLC	39.74K	Jun 30, 26	+6.16K	0.03%
Mutual Advisors, LLC	39.69K	Jun 30, 26	+27.71K	0.03%
SouthState Corp	39.59K	Jun 30, 26	-4.97K	0.03%
GREENWOOD CAPITAL ASSOCIATES LLC	38.70K	Jun 30, 26	+18.64K	0.03%
Evergreen Wealth Solutions, LLC	37.42K	Jun 30, 26	-6.23K	0.03%
NBC SECURITIES, INC.	36.84K	Jun 30, 26	+198	0.03%
Impact Partnership Wealth, LLC	35.59K	Jun 30, 26	-2.39K	0.03%
Harvest Investment Services, LLC	35.32K	Jun 30, 26	+2.89K	0.03%
Lido Advisors, LLC	33.45K	Jun 30, 26	-2.25K	0.02%
Chris Bulman Inc	33.42K	Jun 30, 26	+3.86K	0.02%
Global Retirement Partners, LLC	32.49K	Jun 30, 26	+32.49K	0.02%
CLG LLC	31.83K	Jun 30, 26	+131	0.02%
Stratos Wealth Advisors, LLC	31.48K	Jun 30, 26	-3.68K	0.02%
Asset One Wealth Management LLC	31.27K	Jun 30, 26	+1.23K	0.02%
Envestnet Portfolio Solutions, Inc.	29.47K	Jun 30, 26	+589	0.02%
Arkadios Wealth Advisors	29.27K	Jun 30, 26	-1.03M	0.02%
COMPASS FINANCIAL MANAGEMENT LLC	29.07K	Jun 30, 26	+29.07K	0.02%
Steward Partners Investment Advisory, LLC	28.25K	Jun 30, 26	-153	0.02%
PRINCIPAL SECURITIES, INC.	28.00K	Jun 30, 26	-559	0.02%
WINEBRENNER CAPITAL MANAGEMENT LLC	27.88K	Jun 30, 26	+450	0.02%
SRS Capital Advisors, Inc.	27.66K	Jun 30, 26	-194	0.02%
Brookstone Capital Management	27.15K	Jun 30, 26	+2.43K	0.02%
VisionPoint Advisory Group, LLC	26.76K	Jun 30, 26	-6.82K	0.02%
MBE Wealth Management, LLC	25.62K	Jun 30, 26	-68	0.02%
Sanctuary Advisors, LLC	24.97K	Jun 30, 26	+886	0.02%
Snowden Capital Advisors LLC	24.90K	Jun 30, 26	-1.35K	0.02%
Lakeridge Wealth Management LLC	24.86K	Jun 30, 26	--	0.02%
HORAN Wealth, LLC	24.49K	Jun 30, 26	+4.14K	0.02%
Park Square Financial Group, LLC	23.90K	Jun 30, 26	-4.96K	0.02%
Berger Financial Group, Inc	23.10K	Jun 30, 26	-868	0.02%
Quantinno Capital Management LP	23.03K	Jun 30, 26	+23.03K	0.02%
WASHINGTON TRUST BANK	22.17K	Jun 30, 26	+22.17K	0.02%
Buckingham Strategic Partners	22.14K	Jun 30, 26	--	0.02%
NORTHWEST WEALTH MANAGEMENT, LLC	22.14K	Jun 30, 26	--	0.02%
Savant Capital, LLC	21.85K	Jun 30, 26	-1.65K	0.02%
VestGen Advisors, LLC	21.66K	Jun 30, 26	+5.40K	0.02%
MGO ONE SEVEN LLC	21.02K	Jun 30, 26	+3.07K	0.02%
PRIVATE TRUST CO NA	19.54K	Jun 30, 26	+1.87K	0.01%
Kovack Advisors, Inc.	19.39K	Jun 30, 26	-194	0.01%
Concurrent Investment Advisors, LLC	19.37K	Jun 30, 26	-492	0.01%
Perennial Investment Advisors, LLC	19.11K	Jun 30, 26	-11.02K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.99K	Jun 30, 26	-6.37K	0.01%
Huntleigh Advisors, Inc.	18.60K	Jun 30, 26	+182	0.01%
Chokshi & Queen Wealth Advisors, Inc	18.49K	Jun 30, 26	-1.01K	0.01%
Capital Analysts, LLC	18.36K	Jun 30, 26	-438	0.01%
United Advisor Group, LLC	17.97K	Jun 30, 26	-3	0.01%
Q3 Asset Management	17.20K	Jun 30, 26	+191	0.01%
Maia Wealth LLC	16.82K	Jun 30, 26	-815	0.01%
AE Wealth Management LLC	15.41K	Jun 30, 26	+2.96K	0.01%
Axis Wealth Partners, LLC	15.19K	Jun 30, 26	+165	0.01%
GENTRY PRIVATE WEALTH, LLC	15.19K	Jun 30, 26	+52	0.01%
Proactive Wealth Strategies LLC	15.05K	Jun 30, 26	+168	0.01%
TITLEIST ASSET MANAGEMENT, LLC	14.80K	Jun 30, 26	+3.88K	0.01%
SHP Wealth Management	14.80K	Jun 30, 26	-2.11K	0.01%
StoneX Group Inc.	14.53K	Jun 30, 26	-50.82K	0.01%
Sequent Planning LLC	14.30K	Jun 30, 26	-88.21K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	13.39K	Jun 30, 26	-935	0.01%
Savvy Advisors, Inc.	13.37K	Jun 30, 26	-3.57K	0.01%
Fairvoy Private Wealth, LLC	13.04K	Jun 30, 26	--	0.01%
Financial Engines Advisors L.L.C.	12.81K	Jun 30, 26	--	0.01%
BlackDiamond Wealth Management Inc.	12.22K	Jun 30, 26	-26.77K	0.01%
Ellenbecker Investment Group	12.05K	Jun 30, 26	-913	0.01%
Morling Financial Advisors, LLC	11.88K	Jun 30, 26	-201	0.01%
Steel Peak Wealth Management LLC	11.83K	Jun 30, 26	-616	0.01%
Adelphi Trust Co	11.71K	Jun 30, 26	+11.71K	0.01%
Clear Creek Financial Management, LLC	11.62K	Jun 30, 26	-540	0.01%
FLAGSTAR ADVISORS INC.	11.46K	Jun 30, 26	+128	0.01%
Mayflower Financial Advisors, LLC	11.45K	Jun 30, 26	+2.75K	0.01%
ASSETMARK, INC	11.31K	Jun 30, 26	-55	0.01%
Strategic Blueprint, LLC	10.45K	Jun 30, 26	-6.24K	0.01%
Valeo Financial Advisors, LLC	10.25K	Jun 30, 26	+10.25K	0.01%
Farmers & Merchants Trust Co of Long Beach	9.87K	Jun 30, 26	+9.87K	0.01%
Retirement Planning Group	9.53K	Jun 30, 26	+266	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	9.50K	Jun 30, 26	-26.66K	0.01%
Financial Futures Ltd Liability Co.	9.25K	Jun 30, 26	-3.53K	0.01%
Blom & Howell Financial Planning, Inc.	9.08K	Jun 30, 26	-193	0.01%
Merit Financial Group, LLC	8.91K	Jun 30, 26	-1.13K	0.01%
Octavia Wealth Advisors, LLC	8.83K	Jun 30, 26	-291	0.01%
INSPIRION WEALTH ADVISORS, LLC	8.74K	Jun 30, 26	-845	0.01%
FIDUCIARY FINANCIAL ADVISORS	8.71K	Jun 30, 26	+8.71K	0.01%
GK Wealth Management LLC	8.34K	Jun 30, 26	+8.34K	0.01%
Krilogy Financial LLC	8.32K	Jun 30, 26	+35	0.01%
Foundations Investment Advisors, LLC	8.19K	Jun 30, 26	+8.19K	0.01%
SUMMIT WEALTH GROUP LLC / CO	8.15K	Jun 30, 26	-13	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.10K	Jun 30, 26	+6.37K	0.01%
MONECO Advisors, LLC	8.09K	Jun 30, 26	+8.09K	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	6.98K	Jun 30, 26	-81	0.01%
Pinnacle Bancorp, Inc.	6.13K	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	6.10K	Jun 30, 26	-230	0.00%
DHJJ Financial Advisors, Ltd.	5.64K	Jun 30, 26	-202	0.00%
Elevated Capital Advisors, LLC	5.10K	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	4.72K	Jun 30, 26	+4.72K	0.00%
Spire Wealth Management	4.45K	Jun 30, 26	-830	0.00%
Basepoint Wealth LLC	3.71K	Jun 30, 26	+3.71K	0.00%
NI ACQUISITIONS COMPANY, LLC	3.16K	Jun 30, 26	+3.16K	0.00%
Migdal Insurance & Financial Holdings Ltd.	3.08K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	2.78K	Jun 30, 26	+2.78K	0.00%
HAZLETT, BURT & WATSON, INC.	2.50K	Jun 30, 26	-273	0.00%
First Pacific Financial	2.30K	Jun 30, 26	+26	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.27K	Jun 30, 26	--	0.00%
Golden State Equity Partners	2.23K	Jun 30, 26	--	0.00%
TD Capital Management LLC	1.94K	Jun 30, 26	+21	0.00%
IFG Advisory, LLC	1.91K	Jun 30, 26	+1.31K	0.00%
Biltmore Family Office, LLC	1.24K	Jun 30, 26	+1.24K	0.00%
Abound Wealth Management	1.24K	Jun 30, 26	+1.24K	0.00%
BRYN MAWR TRUST Co	931	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	818	Jun 30, 26	+9	0.00%
Decker Retirement Planning Inc.	804	Jun 30, 26	+804	0.00%
Lloyd Advisory Services, LLC.	768	Jun 30, 26	+768	0.00%
WOLFF WIESE MAGANA LLC	735	Jun 30, 26	--	0.00%
Owl Creek Wealth Partners LLC	701	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	625	Jun 30, 26	-2.09K	0.00%
Signature Resources Capital Management, LLC	624	Jun 30, 26	--	0.00%
CBIZ Investment Advisory Services, LLC	619	Jun 30, 26	--	0.00%
UBS Group AG	543	Jun 30, 26	+543	0.00%
MPWM ADVISORY SOLUTIONS, LLC	423	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	398	Jun 30, 26	+204	0.00%
BANK OF MONTREAL /CAN/	385	Jun 30, 26	-400	0.00%
Oakworth Capital, Inc.	237	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	235	Jun 30, 26	+3	0.00%
TUCKER ASSET MANAGEMENT LLC	179	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	112	Jun 30, 26	+112	0.00%
Bernard Wealth Management Corp.	110	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	88	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	75	Jun 30, 26	--	0.00%
Investors Research Corp	51	Jun 30, 26	+51	0.00%
BNP PARIBAS ARBITRAGE, SNC	19	Jun 30, 26	-7	0.00%
Tower Research Capital LLC (TRC)	16	Jun 30, 26	+16	0.00%
RHL GROUP, LLC	6	Jun 30, 26	-17	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-2.41K	--
BENJAMIN EDWARDS INC	--	Jun 30, 26	-8.22K	--
PARK NATIONAL CORP /OH/	--	Jun 30, 26	-9.54K	--
CALTON & ASSOCIATES, INC.	--	Jun 30, 26	-9.93K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-272.28K	--
Bensler, LLC	--	Jun 30, 26	-845.42K	--
Sigma Planning Corp	--	Jun 30, 26	-52.08K	--
Entruity Wealth, LLC	--	Jun 30, 26	-222.45K	--
Independent Advisor Alliance	--	Jun 30, 26	-202.70K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-18.20K	--
McAdam, LLC	--	Jun 30, 26	-9.14K	--
Asset Allocation Strategies LLC	--	Jun 30, 26	-9.49K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.57K	--
MAI Capital Management	--	Jun 30, 26	-1.73K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-6.36K	--
BARRETT & COMPANY, INC.	--	Jun 30, 26	-38	--
FLYNN ZITO CAPITAL MANAGEMENT, LLC	--	Jun 30, 26	-9.46K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-13.93K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-9.98K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-180.01K	--
NBT BANK N A /NY	--	Jun 30, 26	-682	--
Atlantic Union Bankshares Corp	--	Jun 30, 26	-1.38K	--
Clearstead Advisors, LLC	--	Jun 30, 26	-762	--
HRT FINANCIAL LP	--	Jun 30, 26	-29.58K	--
Hilton Head Capital Partners, LLC	--	Jun 30, 26	-4.05K	--
Atria Investments, Inc	--	Jun 30, 26	-13.90K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-8.27K	--
TruWealth Advisors, LLC	774.49K	Mar 31, 26	-21.50K	0.58%
CWM, LLC	497.97K	Mar 31, 26	+132.62K	0.37%
Claris Financial LLC	8.98K	Mar 31, 26	+38	0.01%
Sunbelt Securities, Inc.	217	Mar 31, 26	--	0.00%
COMERICA BANK	70.92K	Dec 31, 25	+5.11K	0.05%
Northwest Capital Management Inc	12.62K	Dec 31, 25	-8.59K	0.01%
GPS Wealth Strategies Group, LLC	8.75K	Dec 31, 25	-118.30K	0.01%
McCarthy & Cox	--	Dec 31, 25	-45.23K	--
Total Wealth Planning, LLC	--	Dec 31, 25	-17.61K	--
EWG Elevate Inc.	71.91K	Sep 30, 25	+6.03K	0.05%
SYNOVUS FINANCIAL CORP	40.45K	Sep 30, 25	-5.21K	0.03%
Moloney Securities Asset Management, LLC	8.43K	Sep 30, 25	+86	0.01%
Good Life Advisors, LLC	364.68K	Jun 30, 25	+35.37K	0.27%
Legacy Investment Solutions, LLC	276.85K	Jun 30, 25	+276.85K	0.21%
AVANTAX ADVISORY SERVICES, INC.	239.99K	Jun 30, 25	+6.85K	0.18%
Atria Wealth Solutions, Inc.	97.65K	Jun 30, 25	-57.06K	0.07%
Christopher J. Hasenberg, Inc	30.93K	Jun 30, 25	-1.27M	0.02%
Horan Securities, Inc.	20.42K	Jun 30, 25	+659	0.02%
Clarity Capital Partners LLC	--	Jun 30, 25	-9.82K	--
Grant/GrossMendelsohn, LLC	11.39K	Mar 31, 25	--	0.01%
Orion Portfolio Solutions, LLC	8.15K	Mar 31, 25	--	0.01%
Madison Investment Advisors, LLC	188.11K	Dec 31, 24	+188.11K	0.14%
PRIVATE CAPITAL MANAGEMENT LLC	78.79K	Dec 31, 24	-8.87K	0.06%
WINTRUST INVESTMENTS LLC	50.95K	Dec 31, 24	+2.02K	0.04%
Private Portfolio Partners LLC	49.92K	Dec 31, 24	+1.79K	0.04%
Householder Group Estate & Retirement Specialist, LLC	47.42K	Dec 31, 24	+47.23K	0.04%
WR Wealth Planners, LLC	200	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	1.11M	Sep 30, 24	+510.55K	0.83%
Raymond James Financial Services Advisors, Inc.	493.49K	Sep 30, 24	-299.26K	0.37%
CIC Wealth, LLC	15.78K	Sep 30, 24	+1.22K	0.01%
CEDRUS LLC	12.09K	Sep 30, 24	+1.69K	0.01%
RAYMOND JAMES TRUST N.A.	--	Sep 30, 24	-9.70K	--
JANICZEK WEALTH MANAGEMENT, LLC	530.21K	Jun 30, 24	-33.58K	0.40%
Vantage Financial Partners Ltd., Inc.	198.22K	Jun 30, 24	+50.66K	0.15%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	59.29K	Jun 30, 24	-222	0.04%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-17.29K	--
Cetera Advisor Networks LLC	341.43K	Mar 31, 24	-113.68K	0.25%
Lee Financial Group Hawaii, Inc.	237.03K	Mar 31, 24	+2.12K	0.18%
Cetera Advisors LLC	149.50K	Mar 31, 24	+36.01K	0.11%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	101.84K	Mar 31, 24	+4.20K	0.08%
Simplicity Solutions, LLC	261.81K	Dec 31, 23	+5.64K	0.20%
Bridgeworth, LLC	89.80K	Dec 31, 23	+23.93K	0.07%
COLONY GROUP LLC	332.85K	Sep 30, 23	+7.64K	0.25%
BMS Financial Advisors, LLC	161.49K	Jun 30, 23	+161.49K	0.12%
Quantitative Advantage, LLC	349.12K	Mar 31, 23	-15.00K	0.26%
HighTower Trust Company, N.A.	17.03K	Mar 31, 23	+2.02K	0.01%
True Capital Management	12.95K	Mar 31, 23	-4.00K	0.01%
CFO4Life, L.P.	1.08M	Dec 31, 22	+1.08M	0.80%
Laurel Wealth Advisors, Inc.	602.41K	Dec 31, 22	+182.57K	0.45%
TRUSTCORE FINANCIAL SERVICES, LLC	57.98K	Dec 31, 22	+14.17K	0.04%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	245.26K	Sep 30, 22	+217.44K	0.18%
American Portfolios Advisors	8.94K	Sep 30, 22	+8.94K	0.01%
B. Riley Wealth Management, Inc.	18.36K	Jun 30, 22	-834	0.01%
Minot Wealth Management LLC	13.90K	Jun 30, 22	+13.90K	0.01%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-13.62K	--
NEXT Financial Group, Inc	--	Dec 31, 21	-17.69K	--
Ameritas Investment Company, LLC	161.21K	Sep 30, 21	+149.75K	0.12%
Advisor Group, Inc.	808.06K	Dec 31, 19	+34.71K	0.60%
LADENBURG THALMANN FINANCIAL SERVICES INC.	187.75K	Dec 31, 19	+4.40K	0.14%
BB&T SECURITIES, LLC	62.18K	Sep 30, 19	-9.68K	0.05%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

13.68M

Jun 30, 26

+1.21M

10.21%

MORGAN STANLEY

9.32M

Jun 30, 26

+357.28K

6.95%

WELLS FARGO & COMPANY/MN

7.17M

Jun 30, 26

+1.10M

5.35%

AMERIPRISE FINANCIAL INC

5.57M

Jun 30, 26

+229.70K

4.15%

BANK OF AMERICA CORP /DE/

4.20M

Jun 30, 26

+365.68K

3.13%

HARBOUR INVESTMENTS, INC.

4.20M

Jun 30, 26

+77.06K

3.13%

ROYAL BANK OF CANADA

4.02M

Jun 30, 26

+20.15K

3.00%

RAYMOND JAMES FINANCIAL INC

2.83M

Jun 30, 26

+1.91K

2.11%

ENVESTNET ASSET MANAGEMENT INC

2.62M

Jun 30, 26

+167.14K

1.96%

HighTower Advisors, LLC

2.47M

Jun 30, 26

+35.38K

1.84%

TRUIST FINANCIAL CORP

2.09M

Jun 30, 26

+186.37K

1.56%

ADVISOR GROUP HOLDINGS, INC.

2.05M

Jun 30, 26

+153.97K

1.53%

Cetera Investment Advisers

1.76M

Jun 30, 26

+320.46K

1.31%

STIFEL FINANCIAL CORP

1.66M

Jun 30, 26

+27.93K

1.24%

Trilogy Capital Inc.

1.57M

Jun 30, 26

+91.82K

1.17%

Csenge Advisory Group

1.53M

Jun 30, 26

+38.50K

1.14%

Aptus Capital Advisors, LLC

1.40M

Jun 30, 26

+16.86K

1.04%

Integrated Wealth Concepts LLC

1.29M

Jun 30, 26

+390.11K

0.96%

IFP Advisors, Inc

1.13M

Jun 30, 26

+236.97K

0.84%

Cambridge Investment Research Advisors, Inc.

1.08M

Jun 30, 26

+83.79K

0.81%

Colony Group, LLC

999.37K

Jun 30, 26

-3.20K

0.75%

MML INVESTORS SERVICES, LLC

932.94K

Jun 30, 26

+165.75K

0.70%

Cyndeo Wealth Partners, LLC

872.87K

Jun 30, 26

+32.95K

0.65%

Wagner Wealth Management, LLC

859.22K

Jun 30, 26

-173.98K

0.64%

EdgeRock Capital LLC

842.63K

Jun 30, 26

+52.09K

0.63%

COMMONWEALTH EQUITY SERVICES, LLC

833.94K

Jun 30, 26

-284.66K

0.62%

Dynamic Advisor Solutions LLC

816.40K

Jun 30, 26

+45.98K

0.61%

Stratos Wealth Partners, LTD.

807.84K

Jun 30, 26

+22.68K

0.60%

Walkner Condon Financial Advisors LLC

806.30K

Jun 30, 26

+66.27K

0.60%

KESTRA PRIVATE WEALTH SERVICES, LLC

801.88K

Jun 30, 26

-1.09K

0.60%

CAPITAL PERFORMANCE ADVISORS LLP

792.03K

Jun 30, 26

+154.84K

0.59%

Arch Global Advisors, LLC

783.52K

Jun 30, 26

+158.55K

0.58%

Waverly Advisors, LLC

782.90K

Jun 30, 26

+769.12K

0.58%

Capital Investment Advisory Services, LLC

756.29K

Jun 30, 26

-57.30K

0.56%

JPMORGAN CHASE & CO

745.41K

Jun 30, 26

+139.34K

0.56%

Private Advisor Group, LLC

679.66K

Jun 30, 26

+153.35K

0.51%

WILEY BROS.-AINTREE CAPITAL, LLC

661.02K

Jun 30, 26

+239.53K

0.49%

Geneos Wealth Management Inc.

647.63K

Jun 30, 26

+11.86K

0.48%

Spartan Wealth Advisory Services LLC

637.47K

Jun 30, 26

+10.77K

0.48%

Navalign, LLC

620.23K

Jun 30, 26

+21.53K

0.46%

Collaborative Wealth Managment Inc.

604.55K

Jun 30, 26

+36.65K

0.45%

Visionary Wealth Advisors

590.04K

Jun 30, 26

-71.32K

0.44%

Smartleaf Asset Management LLC

580.96K

Jun 30, 26

0.43%

First Heartland Consultants, Inc.

577.74K

Jun 30, 26

+6.59K

0.43%

Janney Montgomery Scott LLC

557.89K

Jun 30, 26

+57.76K

0.42%

Equitable Holdings, Inc.

544.25K

Jun 30, 26

-33.55K

0.41%

Etesian Wealth Advisors, Inc.

536.38K

Jun 30, 26

-30.70K

0.40%

Chicago Partners Investment Group LLC

522.60K

Jun 30, 26

+12.11K

0.39%

Kestra Advisory Services, LLC

487.47K

Jun 30, 26

-18.65K

0.36%

Western Wealth Management, LLC

455.72K

Jun 30, 26

-42.00K

0.34%

Rehmann Capital Advisory Group

445.37K

Jun 30, 26

-13.81K

0.33%

Focus Financial Network, Inc.

435.85K

Jun 30, 26

+435.85K

0.33%

HBW Advisory Services LLC

432.07K

Jun 30, 26

+22.18K

0.32%

AXXCESS WEALTH MANAGEMENT, LLC

428.37K

Jun 30, 26

+428.37K

0.32%

Darwin Wealth Management, LLC

428.37K

Jun 30, 26

+11.62K

0.32%

Prasad Wealth Partners, LLC

407.63K

Jun 30, 26

+8.70K

0.30%

Mach-1 Financial Group, LLC

404.02K

Jun 30, 26

-685

0.30%

US BANCORP \DE\

392.17K

Jun 30, 26

-24.18K

0.29%

CAPTRUST FINANCIAL ADVISORS

377.68K

Jun 30, 26

-121.20K

0.28%

Larson Financial Group LLC

367.27K

Jun 30, 26

-89.58K

0.27%

Gateway Wealth Partners, LLC

362.82K

Jun 30, 26

-327.32K

0.27%

Appalachian Capital Management Ltd

362.40K

Jun 30, 26

+2.43K

0.27%

BKA Wealth Consulting, Inc.

357.50K

Jun 30, 26

+2.26K

0.27%

Live Oak Investment Partners

355.72K

Jun 30, 26

+7.69K

0.27%

XML Financial, LLC

354.46K

Jun 30, 26

+1.63K

0.26%

Wealth Advisory Team LLC

321.89K

Jun 30, 26

+321.89K

0.24%

MATHER GROUP, LLC.

310.72K

Jun 30, 26

+3.75K

0.23%

Certified Advisory Corp

303.18K

Jun 30, 26

-9.74K

0.23%

Baird Financial Group, Inc.

301.49K

Jun 30, 26

+14.64K

0.22%

Ameritas Advisory Services, LLC

297.35K

Jun 30, 26

+242.43K

0.22%

TWIN PEAKS WEALTH ADVISORS, LLC

281.76K

Jun 30, 26

+18.57K

0.21%

CoreCap Advisors, LLC

271.93K

Jun 30, 26

-84.71K

0.20%

PFG Advisors

271.86K

Jun 30, 26

+10.35K

0.20%

TrueWealth Advisors, LLC

263.69K

Jun 30, 26

+1.82K

0.20%

Gaddis Premier Wealth Advisors LLC

262.64K

Jun 30, 26

+19.15K

0.20%

Tolleson Wealth Management, Inc.

257.26K

Jun 30, 26

-4.37K

0.19%

NewEdge Advisors, LLC

252.65K

Jun 30, 26

+42.75K

0.19%

Summit Financial, LLC

248.45K

Jun 30, 26

+194.62K

0.19%

GSG Advisors LLC

245.01K

Jun 30, 26

-6.13K

0.18%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

244.92K

Jun 30, 26

+3.62K

0.18%

Triumph Capital Management

241.68K

Jun 30, 26

+49.00K

0.18%

Total Clarity Wealth Management, Inc.

238.07K

Jun 30, 26

+53.45K

0.18%

Keel Point, LLC

235.01K

Jun 30, 26

+17.84K

0.18%

Apollon Wealth Management, LLC

232.63K

Jun 30, 26

-2.00K

0.17%

Resources Investment Advisors, LLC.

227.67K

Jun 30, 26

+31.90K

0.17%

Nova Wealth Management, Inc.

218.38K

Jun 30, 26

+57.56K

0.16%

Goldstone Financial Group, LLC

215.66K

Jun 30, 26

-39.09K

0.16%

Vise Technologies, Inc.

215.63K

Jun 30, 26

+55.22K

0.16%

FOCUSED ALPHA, LLC

209.94K

Jun 30, 26

-3.26K

0.16%

Mariner, LLC

205.55K

Jun 30, 26

-273.17K

0.15%

D.A. DAVIDSON & CO.

204.55K

Jun 30, 26

+85.78K

0.15%

Golden State Wealth Management, LLC

204.18K

Jun 30, 26

-30.95K

0.15%

Synergy Investment Management, LLC

204.04K

Jun 30, 26

+16.39K

0.15%

SlateStone Wealth, LLC

190.94K

Jun 30, 26

-10.73K

0.14%

OPPENHEIMER & CO INC

190.38K

Jun 30, 26

-97.95K

0.14%

Philip James Wealth Mangement, LLC

174.82K

Jun 30, 26

-14.87K

0.13%

Ashton Thomas Private Wealth, LLC

174.65K

Jun 30, 26

+12.63K

0.13%

WEDBUSH SECURITIES INC

172.47K

Jun 30, 26

+4.03K

0.13%

Diversify Advisory Services, LLC

171.69K

Jun 30, 26

+171.69K

0.13%

DIVERSIFY WEALTH MANAGEMENT, LLC

171.69K

Jun 30, 26

+119.76K

0.13%

Holistic Financial Partners

168.53K

Jun 30, 26

-336.01K

0.13%

FLAGSHIP HARBOR ADVISORS, LLC

157.79K

Jun 30, 26

-599

0.12%

Fairway Financial, LLC

153.16K

Jun 30, 26

+2.80K

0.11%

Commonwealth Financial Services, LLC

153.00K

Jun 30, 26

-612.62K

0.11%

Midwest Financial Group LLC

149.89K

Jun 30, 26

+149.89K

0.11%

Wagner Wealth Management, Corp

148.92K

Jun 30, 26

+6.52K

0.11%

RiverTree Advisors, LLC

135.35K

Jun 30, 26

+33.22K

0.10%

Bleakley Financial Group, LLC

134.69K

Jun 30, 26

-278.95K

0.10%

AssuredPartners Investment Advisors, LLC

127.10K

Jun 30, 26

+1.76K

0.09%

Advisory Services Network, LLC

126.26K

Jun 30, 26

+6.91K

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

125.81K

Jun 30, 26

+102.04K

0.09%

Tactive Advisors, LLC

125.61K

Jun 30, 26

-80.82K

0.09%

DEFINED WEALTH MANAGEMENT, LLC

118.51K

Jun 30, 26

+12.07K

0.09%

Acorn Wealth Advisors, LLC

117.38K

Jun 30, 26

+11.22K

0.09%

Beaumont Financial Advisors, LLC

114.63K

Jun 30, 26

+4.21K

0.09%

J.W. COLE ADVISORS, INC.

106.66K

Jun 30, 26

+94.96K

0.08%

Stonebridge Financial Planning Group, LLC

104.82K

Jun 30, 26

-9.12K

0.08%

Core Wealth Partners LLC

104.34K

Jun 30, 26

+94.63K

0.08%

HCR Wealth Advisors

99.82K

Jun 30, 26

+15.26K

0.07%

Holos Integrated Wealth LLC

97.69K

Jun 30, 26

-18.02K

0.07%

Blackhawk Capital Partners LLC.

89.11K

Jun 30, 26

+3.42K

0.07%

Pine Valley Investments Ltd Liability Co

87.11K

Jun 30, 26

-2.31K

0.06%

TRANSCEND CAPITAL ADVISORS, LLC

84.94K

Jun 30, 26

-4.82K

0.06%

Avantax Planning Partners, Inc.

77.20K

Jun 30, 26

-396

0.06%

Spectrum Wealth Advisory Group, LLC

76.64K

Jun 30, 26

-16.70K

0.06%

Capital CS Group, LLC

76.48K

Jun 30, 26

-20.83K

0.06%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

74.34K

Jun 30, 26

-27.23K

0.06%

CITADEL ADVISORS LLC

71.90K

Jun 30, 26

-335.71K

0.05%

Kingsview Wealth Management, LLC

70.66K

Jun 30, 26

-16.29K

0.05%

COLUMBIA ADVISORY PARTNERS LLC

65.46K

Jun 30, 26

-214

0.05%

Rockefeller Capital Management L.P.

61.07K

Jun 30, 26

-4.72K

0.05%

CENTAURUS FINANCIAL, INC.

58.98K

Jun 30, 26

+21.34K

0.04%

FIFTH THIRD BANCORP

58.27K

Jun 30, 26

-4.01K

0.04%

Legacy Capital Wealth Partners, LLC

54.55K

Jun 30, 26

+1.81K

0.04%

BEACON FINANCIAL GROUP

54.47K

Jun 30, 26

-58.61K

0.04%

PUFF WEALTH MANAGEMENT, LLC

54.46K

Jun 30, 26

+54.46K

0.04%

PKS Advisory Services, LLC

51.93K

Jun 30, 26

+999

0.04%

Pinnacle Financial Partners, Inc.

50.13K

Jun 30, 26

-2.84K

0.04%

Prospera Financial Services Inc

48.67K

Jun 30, 26

+12.64K

0.04%

Legacy Wealth Managment, LLC/ID

44.88K

Jun 30, 26

+17.30K

0.03%

GOLDMAN SACHS GROUP INC

44.47K

Jun 30, 26

+8.10K

0.03%

FIFTH THIRD SECURITIES, INC.

43.41K

Jun 30, 26

+4.89K

0.03%

CHIRON CAPITAL MANAGEMENT, LLC

43.39K

Jun 30, 26

+31.23K

0.03%

Farther Finance Advisors, LLC

41.50K

Jun 30, 26

-11.67K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

41.04K

Jun 30, 26

-6.18K

0.03%

Betterment LLC

39.74K

Jun 30, 26

+6.16K

0.03%

Mutual Advisors, LLC

39.69K

Jun 30, 26

+27.71K

0.03%

SouthState Corp

39.59K

Jun 30, 26

-4.97K

0.03%

GREENWOOD CAPITAL ASSOCIATES LLC

38.70K

Jun 30, 26

+18.64K

0.03%

Evergreen Wealth Solutions, LLC

37.42K

Jun 30, 26

-6.23K

0.03%

NBC SECURITIES, INC.

36.84K

Jun 30, 26

+198

0.03%

Impact Partnership Wealth, LLC

35.59K

Jun 30, 26

-2.39K

0.03%

Harvest Investment Services, LLC

35.32K

Jun 30, 26

+2.89K

0.03%

Lido Advisors, LLC

33.45K

Jun 30, 26

-2.25K

0.02%

Chris Bulman Inc

33.42K

Jun 30, 26

+3.86K

0.02%

Global Retirement Partners, LLC

32.49K

Jun 30, 26

+32.49K

0.02%

CLG LLC

31.83K

Jun 30, 26

+131

0.02%

Stratos Wealth Advisors, LLC

31.48K

Jun 30, 26

-3.68K

0.02%

Asset One Wealth Management LLC

31.27K

Jun 30, 26

+1.23K

0.02%

Envestnet Portfolio Solutions, Inc.

29.47K

Jun 30, 26

+589

0.02%

Arkadios Wealth Advisors

29.27K

Jun 30, 26

-1.03M

0.02%

COMPASS FINANCIAL MANAGEMENT LLC

29.07K

Jun 30, 26

+29.07K

0.02%

Steward Partners Investment Advisory, LLC

28.25K

Jun 30, 26

-153

0.02%

PRINCIPAL SECURITIES, INC.

28.00K

Jun 30, 26

-559

0.02%

WINEBRENNER CAPITAL MANAGEMENT LLC

27.88K

Jun 30, 26

+450

0.02%

SRS Capital Advisors, Inc.

27.66K

Jun 30, 26

-194

0.02%

Brookstone Capital Management

27.15K

Jun 30, 26

+2.43K

0.02%

VisionPoint Advisory Group, LLC

26.76K

Jun 30, 26

-6.82K

0.02%

MBE Wealth Management, LLC

25.62K

Jun 30, 26

-68

0.02%

Sanctuary Advisors, LLC

24.97K

Jun 30, 26

+886

0.02%

Snowden Capital Advisors LLC

24.90K

Jun 30, 26

-1.35K

0.02%

Lakeridge Wealth Management LLC

24.86K

Jun 30, 26

0.02%

HORAN Wealth, LLC

24.49K

Jun 30, 26

+4.14K

0.02%

Park Square Financial Group, LLC

23.90K

Jun 30, 26

-4.96K

0.02%

Berger Financial Group, Inc

23.10K

Jun 30, 26

-868

0.02%

Quantinno Capital Management LP

23.03K

Jun 30, 26

+23.03K

0.02%

WASHINGTON TRUST BANK

22.17K

Jun 30, 26

+22.17K

0.02%

Buckingham Strategic Partners

22.14K

Jun 30, 26

0.02%

NORTHWEST WEALTH MANAGEMENT, LLC

22.14K

Jun 30, 26

0.02%

Savant Capital, LLC

21.85K

Jun 30, 26

-1.65K

0.02%

VestGen Advisors, LLC

21.66K

Jun 30, 26

+5.40K

0.02%

MGO ONE SEVEN LLC

21.02K

Jun 30, 26

+3.07K

0.02%

PRIVATE TRUST CO NA

19.54K

Jun 30, 26

+1.87K

0.01%

Kovack Advisors, Inc.

19.39K

Jun 30, 26

-194

0.01%

Concurrent Investment Advisors, LLC

19.37K

Jun 30, 26

-492

0.01%

Perennial Investment Advisors, LLC

19.11K

Jun 30, 26

-11.02K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.99K

Jun 30, 26

-6.37K

0.01%

Huntleigh Advisors, Inc.

18.60K

Jun 30, 26

+182

0.01%

Chokshi & Queen Wealth Advisors, Inc

18.49K

Jun 30, 26

-1.01K

0.01%

Capital Analysts, LLC

18.36K

Jun 30, 26

-438

0.01%

United Advisor Group, LLC

17.97K

Jun 30, 26

-3

0.01%

Q3 Asset Management

17.20K

Jun 30, 26

+191

0.01%

Maia Wealth LLC

16.82K

Jun 30, 26

-815

0.01%

AE Wealth Management LLC

15.41K

Jun 30, 26

+2.96K

0.01%

Axis Wealth Partners, LLC

15.19K

Jun 30, 26

+165

0.01%

GENTRY PRIVATE WEALTH, LLC

15.19K

Jun 30, 26

+52

0.01%

Proactive Wealth Strategies LLC

15.05K

Jun 30, 26

+168

0.01%

TITLEIST ASSET MANAGEMENT, LLC

14.80K

Jun 30, 26

+3.88K

0.01%

SHP Wealth Management

14.80K

Jun 30, 26

-2.11K

0.01%

StoneX Group Inc.

14.53K

Jun 30, 26

-50.82K

0.01%

Sequent Planning LLC

14.30K

Jun 30, 26

-88.21K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

13.39K

Jun 30, 26

-935

0.01%

Savvy Advisors, Inc.

13.37K

Jun 30, 26

-3.57K

0.01%

Fairvoy Private Wealth, LLC

13.04K

Jun 30, 26

0.01%

Financial Engines Advisors L.L.C.

12.81K

Jun 30, 26

0.01%

BlackDiamond Wealth Management Inc.

12.22K

Jun 30, 26

-26.77K

0.01%

Ellenbecker Investment Group

12.05K

Jun 30, 26

-913

0.01%

Morling Financial Advisors, LLC

11.88K

Jun 30, 26

-201

0.01%

Steel Peak Wealth Management LLC

11.83K

Jun 30, 26

-616

0.01%

Adelphi Trust Co

11.71K

Jun 30, 26

+11.71K

0.01%

Clear Creek Financial Management, LLC

11.62K

Jun 30, 26

-540

0.01%

FLAGSTAR ADVISORS INC.

11.46K

Jun 30, 26

+128

0.01%

Mayflower Financial Advisors, LLC

11.45K

Jun 30, 26

+2.75K

0.01%

ASSETMARK, INC

11.31K

Jun 30, 26

-55

0.01%

Strategic Blueprint, LLC

10.45K

Jun 30, 26

-6.24K

0.01%

Valeo Financial Advisors, LLC

10.25K

Jun 30, 26

+10.25K

0.01%

Farmers & Merchants Trust Co of Long Beach

9.87K

Jun 30, 26

+9.87K

0.01%

Retirement Planning Group

9.53K

Jun 30, 26

+266

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

9.50K

Jun 30, 26

-26.66K

0.01%

Financial Futures Ltd Liability Co.

9.25K

Jun 30, 26

-3.53K

0.01%

Blom & Howell Financial Planning, Inc.

9.08K

Jun 30, 26

-193

0.01%

Merit Financial Group, LLC

8.91K

Jun 30, 26

-1.13K

0.01%

Octavia Wealth Advisors, LLC

8.83K

Jun 30, 26

-291

0.01%

INSPIRION WEALTH ADVISORS, LLC

8.74K

Jun 30, 26

-845

0.01%

FIDUCIARY FINANCIAL ADVISORS

8.71K

Jun 30, 26

+8.71K

0.01%

GK Wealth Management LLC

8.34K

Jun 30, 26

+8.34K

0.01%

Krilogy Financial LLC

8.32K

Jun 30, 26

+35

0.01%

Foundations Investment Advisors, LLC

8.19K

Jun 30, 26

+8.19K

0.01%

SUMMIT WEALTH GROUP LLC / CO

8.15K

Jun 30, 26

-13

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.10K

Jun 30, 26

+6.37K

0.01%

MONECO Advisors, LLC

8.09K

Jun 30, 26

+8.09K

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

6.98K

Jun 30, 26

-81

0.01%

Pinnacle Bancorp, Inc.

6.13K

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

6.10K

Jun 30, 26

-230

0.00%

DHJJ Financial Advisors, Ltd.

5.64K

Jun 30, 26

-202

0.00%

Elevated Capital Advisors, LLC

5.10K

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

4.72K

Jun 30, 26

+4.72K

0.00%

Spire Wealth Management

4.45K

Jun 30, 26

-830

0.00%

Basepoint Wealth LLC

3.71K

Jun 30, 26

+3.71K

0.00%

NI ACQUISITIONS COMPANY, LLC

3.16K

Jun 30, 26

+3.16K

0.00%

Migdal Insurance & Financial Holdings Ltd.

3.08K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

2.78K

Jun 30, 26

+2.78K

0.00%

HAZLETT, BURT & WATSON, INC.

2.50K

Jun 30, 26

-273

0.00%

First Pacific Financial

2.30K

Jun 30, 26

+26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.27K

Jun 30, 26

0.00%

Golden State Equity Partners

2.23K

Jun 30, 26

0.00%

TD Capital Management LLC

1.94K

Jun 30, 26

+21

0.00%

IFG Advisory, LLC

1.91K

Jun 30, 26

+1.31K

0.00%

Biltmore Family Office, LLC

1.24K

Jun 30, 26

+1.24K

0.00%

Abound Wealth Management

1.24K

Jun 30, 26

+1.24K

0.00%

BRYN MAWR TRUST Co

931

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

818

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

804

Jun 30, 26

+804

0.00%

Lloyd Advisory Services, LLC.

768

Jun 30, 26

+768

0.00%

WOLFF WIESE MAGANA LLC

735

Jun 30, 26

0.00%

Owl Creek Wealth Partners LLC

701

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

625

Jun 30, 26

-2.09K

0.00%

Signature Resources Capital Management, LLC

624

Jun 30, 26

0.00%

CBIZ Investment Advisory Services, LLC

619

Jun 30, 26

0.00%

UBS Group AG

543

Jun 30, 26

+543

0.00%

MPWM ADVISORY SOLUTIONS, LLC

423

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

398

Jun 30, 26

+204

0.00%

BANK OF MONTREAL /CAN/

385

Jun 30, 26

-400

0.00%

Oakworth Capital, Inc.

237

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

235

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

179

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

112

Jun 30, 26

+112

0.00%

Bernard Wealth Management Corp.

110

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

+51

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-7

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+16

0.00%

RHL GROUP, LLC

Jun 30, 26

-17

0.00%

Root Financial Partners, LLC

Jun 30, 26

-2.41K

BENJAMIN EDWARDS INC

Jun 30, 26

-8.22K

PARK NATIONAL CORP /OH/

Jun 30, 26

-9.54K

CALTON & ASSOCIATES, INC.

Jun 30, 26

-9.93K

JANE STREET GROUP, LLC

Jun 30, 26

-272.28K

Bensler, LLC

Jun 30, 26

-845.42K

Sigma Planning Corp

Jun 30, 26

-52.08K

Entruity Wealth, LLC

Jun 30, 26

-222.45K

Independent Advisor Alliance

Jun 30, 26

-202.70K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-18.20K

McAdam, LLC

Jun 30, 26

-9.14K

Asset Allocation Strategies LLC

Jun 30, 26

-9.49K

Sound Income Strategies, LLC

Jun 30, 26

-1.57K

MAI Capital Management

Jun 30, 26

-1.73K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-6.36K

BARRETT & COMPANY, INC.

Jun 30, 26

-38

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Jun 30, 26

-9.46K

FLOW TRADERS U.S. LLC

Jun 30, 26

-13.93K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-9.98K

OLD MISSION CAPITAL LLC

Jun 30, 26

-180.01K

NBT BANK N A /NY

Jun 30, 26

-682

Atlantic Union Bankshares Corp

Jun 30, 26

-1.38K

Clearstead Advisors, LLC

Jun 30, 26

-762

HRT FINANCIAL LP

Jun 30, 26

-29.58K

Hilton Head Capital Partners, LLC

Jun 30, 26

-4.05K

Atria Investments, Inc

Jun 30, 26

-13.90K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-8.27K

TruWealth Advisors, LLC

774.49K

Mar 31, 26

-21.50K

0.58%

CWM, LLC

497.97K

Mar 31, 26

+132.62K

0.37%

Claris Financial LLC

8.98K

Mar 31, 26

+38

0.01%

Sunbelt Securities, Inc.

217

Mar 31, 26

0.00%

COMERICA BANK

70.92K

Dec 31, 25

+5.11K

0.05%

Northwest Capital Management Inc

12.62K

Dec 31, 25

-8.59K

0.01%

GPS Wealth Strategies Group, LLC

8.75K

Dec 31, 25

-118.30K

0.01%

McCarthy & Cox

Dec 31, 25

-45.23K

Total Wealth Planning, LLC

Dec 31, 25

-17.61K

EWG Elevate Inc.

71.91K

Sep 30, 25

+6.03K

0.05%

SYNOVUS FINANCIAL CORP

40.45K

Sep 30, 25

-5.21K

0.03%

Moloney Securities Asset Management, LLC

8.43K

Sep 30, 25

+86

0.01%

Good Life Advisors, LLC

364.68K

Jun 30, 25

+35.37K

0.27%

Legacy Investment Solutions, LLC

276.85K

Jun 30, 25

+276.85K

0.21%

AVANTAX ADVISORY SERVICES, INC.

239.99K

Jun 30, 25

+6.85K

0.18%

Atria Wealth Solutions, Inc.

97.65K

Jun 30, 25

-57.06K

0.07%

Christopher J. Hasenberg, Inc

30.93K

Jun 30, 25

-1.27M

0.02%

Horan Securities, Inc.

20.42K

Jun 30, 25

+659

0.02%

Clarity Capital Partners LLC

Jun 30, 25

-9.82K

Grant/GrossMendelsohn, LLC

11.39K

Mar 31, 25

0.01%

Orion Portfolio Solutions, LLC

8.15K

Mar 31, 25

0.01%

Madison Investment Advisors, LLC

188.11K

Dec 31, 24

+188.11K

0.14%

PRIVATE CAPITAL MANAGEMENT LLC

78.79K

Dec 31, 24

-8.87K

0.06%

WINTRUST INVESTMENTS LLC

50.95K

Dec 31, 24

+2.02K

0.04%

Private Portfolio Partners LLC

49.92K

Dec 31, 24

+1.79K

0.04%

Householder Group Estate & Retirement Specialist, LLC

47.42K

Dec 31, 24

+47.23K

0.04%

WR Wealth Planners, LLC

200

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

1.11M

Sep 30, 24

+510.55K

0.83%

Raymond James Financial Services Advisors, Inc.

493.49K

Sep 30, 24

-299.26K

0.37%

CIC Wealth, LLC

15.78K

Sep 30, 24

+1.22K

0.01%

CEDRUS LLC

12.09K

Sep 30, 24

+1.69K

0.01%

RAYMOND JAMES TRUST N.A.

Sep 30, 24

-9.70K

JANICZEK WEALTH MANAGEMENT, LLC

530.21K

Jun 30, 24

-33.58K

0.40%

Vantage Financial Partners Ltd., Inc.

198.22K

Jun 30, 24

+50.66K

0.15%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

59.29K

Jun 30, 24

-222

0.04%

ICA Group Wealth Management, LLC

Jun 30, 24

-17.29K

Cetera Advisor Networks LLC

341.43K

Mar 31, 24

-113.68K

0.25%

Lee Financial Group Hawaii, Inc.

237.03K

Mar 31, 24

+2.12K

0.18%

Cetera Advisors LLC

149.50K

Mar 31, 24

+36.01K

0.11%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

101.84K

Mar 31, 24

+4.20K

0.08%

Simplicity Solutions, LLC

261.81K

Dec 31, 23

+5.64K

0.20%

Bridgeworth, LLC

89.80K

Dec 31, 23

+23.93K

0.07%

COLONY GROUP LLC

332.85K

Sep 30, 23

+7.64K

0.25%

BMS Financial Advisors, LLC

161.49K

Jun 30, 23

+161.49K

0.12%

Quantitative Advantage, LLC

349.12K

Mar 31, 23

-15.00K

0.26%

HighTower Trust Company, N.A.

17.03K

Mar 31, 23

+2.02K

0.01%

True Capital Management

12.95K

Mar 31, 23

-4.00K

0.01%

CFO4Life, L.P.

1.08M

Dec 31, 22

+1.08M

0.80%

Laurel Wealth Advisors, Inc.

602.41K

Dec 31, 22

+182.57K

0.45%

TRUSTCORE FINANCIAL SERVICES, LLC

57.98K

Dec 31, 22

+14.17K

0.04%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

245.26K

Sep 30, 22

+217.44K

0.18%

American Portfolios Advisors

8.94K

Sep 30, 22

+8.94K

0.01%

B. Riley Wealth Management, Inc.

18.36K

Jun 30, 22

-834

0.01%

Minot Wealth Management LLC

13.90K

Jun 30, 22

+13.90K

0.01%

VIRIDIAN RIA, LLC

Mar 31, 22

-13.62K

NEXT Financial Group, Inc

Dec 31, 21

-17.69K

Ameritas Investment Company, LLC

161.21K

Sep 30, 21

+149.75K

0.12%

Advisor Group, Inc.

808.06K

Dec 31, 19

+34.71K

0.60%

LADENBURG THALMANN FINANCIAL SERVICES INC.

187.75K

Dec 31, 19

+4.40K

0.14%

BB&T SECURITIES, LLC

62.18K

Sep 30, 19

-9.68K

0.05%