VictoryShares Core Intermediate Bond ETF(UITB)

$45.97—Stale · unknown old

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VictoryShares Core Intermediate Bond ETF(UITB)

NASDAQ • Last print unknown ago

$45.97—Stale · unknown old

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UITB(UITB)

UITB

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Institutional Ownership

Top 172 Institutional Holders

Holder	Shares	Date	Change	% Held
VICTORY CAPITAL MANAGEMENT INC	14.85M	Jun 30, 26	--	25.61%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.30M	Jun 30, 26	-1.23M	7.41%
Sixth Street Partners Management Company, L.P.	4.30M	Jun 30, 26	+4.30M	7.41%
MORGAN STANLEY	3.90M	Jun 30, 26	+141.68K	6.73%
Bogart Wealth, LLC	2.17M	Jun 30, 26	+112.06K	3.75%
LPL Financial LLC	2.14M	Jun 30, 26	+36.81K	3.68%
BANK OF AMERICA CORP /DE/	1.58M	Jun 30, 26	+187.59K	2.73%
WELLS FARGO & COMPANY/MN	1.37M	Jun 30, 26	-580.34K	2.36%
Calamos Wealth Management LLC	1.35M	Jun 30, 26	+75.48K	2.33%
Cetera Investment Advisers	1.21M	Jun 30, 26	-75.27K	2.08%
Allen Capital Group, LLC	1.19M	Jun 30, 26	+73.39K	2.05%
RAYMOND JAMES FINANCIAL INC	1.14M	Jun 30, 26	+107.83K	1.97%
Meeder Advisory Services, Inc.	792.98K	Jun 30, 26	+21.65K	1.37%
MBL Wealth, LLC	758.77K	Jun 30, 26	+37.90K	1.31%
NICOLET BANKSHARES INC	671.26K	Jun 30, 26	+185.95K	1.16%
Pine Valley Investments Ltd Liability Co	664.60K	Jun 30, 26	+87.55K	1.15%
Alliance Wealth Advisors, LLC	588.56K	Jun 30, 26	+8.84K	1.02%
GREENUP STREET WEALTH MANAGEMENT LLC	570.03K	Jun 30, 26	+124.23K	0.98%
Allworth Financial LP	510.93K	Jun 30, 26	-73.89K	0.88%
Steward Partners Investment Advisory, LLC	476.30K	Jun 30, 26	+261.39K	0.82%
Atlantic Edge Private Wealth Management, LLC	460.84K	Jun 30, 26	+191.38K	0.79%
Blue Water Asset Management	450.38K	Jun 30, 26	+11.62K	0.78%
HORAN Wealth, LLC	417.41K	Jun 30, 26	+6.31K	0.72%
Sargent Investment Group, LLC	405.61K	Jun 30, 26	+344	0.70%
Pathway Financial Advisors LLC	398.35K	Jun 30, 26	-3.71K	0.69%
KLINGENSTEIN FIELDS & CO LP	355.28K	Jun 30, 26	+41.29K	0.61%
ADVISOR GROUP HOLDINGS, INC.	353.95K	Jun 30, 26	+146.21K	0.61%
Envision Financial LLC	345.29K	Jun 30, 26	+70.88K	0.60%
SouthState Corp	341.12K	Jun 30, 26	-32.47K	0.59%
Newman Dignan & Sheerar, Inc.	338.59K	Jun 30, 26	-135.08K	0.58%
Oath Planning, LLC	337.68K	Jun 30, 26	+64.91K	0.58%
CREATIVE FINANCIAL DESIGNS INC /ADV	337.14K	Jun 30, 26	-23.97K	0.58%
UBS Group AG	332.33K	Jun 30, 26	+11.33K	0.57%
Sanctuary Advisors, LLC	328.48K	Jun 30, 26	-8.00K	0.57%
Crusonia Wealth Advisors LLC	322.18K	Jun 30, 26	+2.02K	0.56%
PLANNING DIRECTIONS INC	303.89K	Jun 30, 26	+5.20K	0.52%
Cyr Financial Inc.	299.59K	Jun 30, 26	+20.73K	0.52%
Integrated Wealth Concepts LLC	296.49K	Jun 30, 26	+148.65K	0.51%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	261.78K	Jun 30, 26	-169.75K	0.45%
IMA Wealth, Inc.	227.45K	Jun 30, 26	+7.35K	0.39%
TRUIST FINANCIAL CORP	222.65K	Jun 30, 26	-3.78K	0.38%
TOTH FINANCIAL ADVISORY CORP	207.26K	Jun 30, 26	+11.34K	0.36%
Brinker Capital Investments, LLC	193.97K	Jun 30, 26	-5.54K	0.33%
Souders Financial Advisors	192.46K	Jun 30, 26	+15.41K	0.33%
JPMORGAN CHASE & CO	181.66K	Jun 30, 26	+7.47K	0.31%
Fjell Capital, LLC	181.40K	Jun 30, 26	+8.15K	0.31%
THRIVENT FINANCIAL FOR LUTHERANS	180.09K	Jun 30, 26	+36.92K	0.31%
GREENWOOD CAPITAL ASSOCIATES LLC	173.05K	Jun 30, 26	+8.68K	0.30%
Pinnacle Wealth Management Group, Inc.	155.65K	Jun 30, 26	+910	0.27%
Simplicity Wealth,LLC	155.03K	Jun 30, 26	+155.03K	0.27%
Smith Thornton Advisors LLC	152.72K	Jun 30, 26	+8.78K	0.26%
Insight Wealth Partners, LLC	152.07K	Jun 30, 26	+15.66K	0.26%
ROYAL BANK OF CANADA	146.99K	Jun 30, 26	-4.42K	0.25%
Gladstone Institutional Advisory LLC	129.83K	Jun 30, 26	+1.33K	0.22%
Financial Services Advisory Inc	127.61K	Jun 30, 26	+2.38K	0.22%
Wealth Advisory Team LLC	123.47K	Jun 30, 26	+123.47K	0.21%
Aptus Capital Advisors, LLC	123.47K	Jun 30, 26	-419	0.21%
Sloy Dahl & Holst, LLC	119.64K	Jun 30, 26	+2.82K	0.21%
Summit Financial, LLC	117.02K	Jun 30, 26	+2.88K	0.20%
Private Advisor Group, LLC	104.88K	Jun 30, 26	+4.69K	0.18%
WILEY BROS.-AINTREE CAPITAL, LLC	95.77K	Jun 30, 26	+5.43K	0.17%
Bank of New York Mellon Corp	90.19K	Jun 30, 26	-4.16K	0.16%
Axis Wealth Partners, LLC	86.97K	Jun 30, 26	+9.59K	0.15%
CITADEL ADVISORS LLC	86.45K	Jun 30, 26	+28.45K	0.15%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	82.89K	Jun 30, 26	+9.21K	0.14%
HARBOUR INVESTMENTS, INC.	81.67K	Jun 30, 26	-1.43K	0.14%
Indivisible Partners	81.39K	Jun 30, 26	+6.76K	0.14%
James J. Burns & Company, LLC	74.96K	Jun 30, 26	+1.47K	0.13%
Equitable Holdings, Inc.	65.50K	Jun 30, 26	+23.82K	0.11%
DAYMARK WEALTH PARTNERS, LLC	65.13K	Jun 30, 26	+7.12K	0.11%
ENVESTNET ASSET MANAGEMENT INC	61.60K	Jun 30, 26	-4.19K	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	61.26K	Jun 30, 26	+10.84K	0.11%
Cambridge Investment Research Advisors, Inc.	60.18K	Jun 30, 26	-33.17K	0.10%
Gotham Asset Management, LLC	58.87K	Jun 30, 26	+522	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	57.49K	Jun 30, 26	+1.71K	0.10%
Calamos Advisors LLC	56.93K	Jun 30, 26	-1.28M	0.10%
Valmark Advisers, Inc.	55.48K	Jun 30, 26	+12.80K	0.10%
Atria Investments, Inc	54.21K	Jun 30, 26	+2.27K	0.09%
Chris Bulman Inc	52.71K	Jun 30, 26	+5.22K	0.09%
Owl Creek Wealth Partners LLC	41.28K	Jun 30, 26	-5.48K	0.07%
Brookstone Capital Management	40.72K	Jun 30, 26	+2.84K	0.07%
Janney Montgomery Scott LLC	40.34K	Jun 30, 26	+4.64K	0.07%
Optivise Advisory Services LLC	37.85K	Jun 30, 26	+13.79K	0.07%
STIFEL FINANCIAL CORP	35.85K	Jun 30, 26	-1.52K	0.06%
Focus Financial Network, Inc.	32.29K	Jun 30, 26	-246	0.06%
NewEdge Wealth, LLC	31.90K	Jun 30, 26	-425	0.06%
BlackRock, Inc.	31.68K	Jun 30, 26	--	0.05%
AdvisorNet Financial, Inc	31.11K	Jun 30, 26	-269	0.05%
Patriot Financial Group Insurance Agency, LLC	29.78K	Jun 30, 26	-22.82K	0.05%
JANE STREET GROUP, LLC	28.49K	Jun 30, 26	-142.01K	0.05%
ASPIRIANT, LLC	28.00K	Jun 30, 26	+28.00K	0.05%
TENET WEALTH PARTNERS, LLC	25.75K	Jun 30, 26	+25.75K	0.04%
MML INVESTORS SERVICES, LLC	23.14K	Jun 30, 26	-5.84K	0.04%
FIFTH THIRD BANCORP	21.25K	Jun 30, 26	-17.51K	0.04%
TITLEIST ASSET MANAGEMENT, LLC	21.18K	Jun 30, 26	+15.04K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.61K	Jun 30, 26	+20.61K	0.04%
Cornerstone Wealth Management, LLC	20.57K	Jun 30, 26	-399	0.04%
FLOW TRADERS U.S. LLC	18.08K	Jun 30, 26	+18.08K	0.03%
NOVEM GROUP	16.25K	Jun 30, 26	+666	0.03%
Foundations Investment Advisors, LLC	16.00K	Jun 30, 26	+1.58K	0.03%
COMPASS FINANCIAL MANAGEMENT LLC	14.29K	Jun 30, 26	+14.29K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.13K	Jun 30, 26	+5.04K	0.02%
Advisory Services Network, LLC	12.95K	Jun 30, 26	--	0.02%
Keystone Financial Group	12.07K	Jun 30, 26	-24	0.02%
Sovereign Financial Group, Inc.	11.96K	Jun 30, 26	-92	0.02%
Princeton Global Asset Management LLC	11.94K	Jun 30, 26	+2.07K	0.02%
Stratos Wealth Partners, LTD.	11.86K	Jun 30, 26	-2.65K	0.02%
AVAII WEALTH MANAGEMENT, LLC	11.71K	Jun 30, 26	+24	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	11.66K	Jun 30, 26	+387	0.02%
J.W. COLE ADVISORS, INC.	11.57K	Jun 30, 26	+11.57K	0.02%
Betterment LLC	10.40K	Jun 30, 26	+1.98K	0.02%
Aspire Capital Advisors LLC	9.90K	Jun 30, 26	+1.71K	0.02%
Pensionmark Financial Group, LLC	9.01K	Jun 30, 26	--	0.02%
Perigon Wealth Management, LLC	8.11K	Jun 30, 26	+686	0.01%
Goldstein Advisors, LLC	7.66K	Jun 30, 26	-250	0.01%
Sigma Planning Corp	7.52K	Jun 30, 26	-3.99K	0.01%
AQR CAPITAL MANAGEMENT LLC	7.10K	Jun 30, 26	-771	0.01%
IEQ CAPITAL, LLC	7.10K	Jun 30, 26	--	0.01%
CARY STREET PARTNERS FINANCIAL LLC	6.98K	Jun 30, 26	--	0.01%
Advyzon Investment Management, LLC	6.08K	Jun 30, 26	+6.08K	0.01%
Global Retirement Partners, LLC	5.99K	Jun 30, 26	+5.99K	0.01%
Ameritas Advisory Services, LLC	5.92K	Jun 30, 26	+5.92K	0.01%
Clark Capital Management Group, Inc.	5.16K	Jun 30, 26	--	0.01%
Certified Advisory Corp	5.10K	Jun 30, 26	+52	0.01%
Fortune Financial Advisors, LLC	4.80K	Jun 30, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.52K	Jun 30, 26	-392	0.01%
HARBOR INVESTMENT ADVISORY, LLC	3.58K	Jun 30, 26	-1	0.01%
Rockefeller Capital Management L.P.	3.34K	Jun 30, 26	+2.71K	0.01%
Pinnacle Bancorp, Inc.	3.08K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	2.91K	Jun 30, 26	--	0.01%
MPWM ADVISORY SOLUTIONS, LLC	2.08K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	2.01K	Jun 30, 26	--	0.00%
Capital Analysts, LLC	1.94K	Jun 30, 26	+115	0.00%
MERCER GLOBAL ADVISORS INC /ADV	864	Jun 30, 26	+864	0.00%
IFP Advisors, Inc	699	Jun 30, 26	--	0.00%
Prestige Wealth Management Group LLC	364	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	350	Jun 30, 26	--	0.00%
Larson Financial Group LLC	258	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	140	Jun 30, 26	+140	0.00%
Heritage Wealth Advisors	95	Jun 30, 26	+95	0.00%
NewEdge Advisors, LLC	55	Jun 30, 26	--	0.00%
CITIGROUP INC	20	Jun 30, 26	+20	0.00%
ASSETMARK, INC	13	Jun 30, 26	--	0.00%
Investment Research & Advisory Group, Inc.	1	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-1.72K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-438.76K	--
PERSONAL CFO SOLUTIONS, LLC	--	Jun 30, 26	-8.78K	--
Johnson Financial Group, Inc.	--	Jun 30, 26	-2.67K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-52.85K	--
AE Wealth Management LLC	--	Jun 30, 26	-69	--
CHOREO, LLC	--	Jun 30, 26	-9.18K	--
NICOLET ADVISORY SERVICES, LLC	389.95K	Dec 31, 25	+35.22K	0.67%
COMERICA BANK	33.09K	Dec 31, 25	+21.27K	0.06%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-150	--
Congress Wealth Management LLC / DE /	35.64K	Jun 30, 25	+1.04K	0.06%
Horan Securities, Inc.	19.67K	Jun 30, 25	+498	0.03%
Horan Capital Advisors, LLC.	339.42K	Mar 31, 25	+4.19K	0.59%
Orion Portfolio Solutions, LLC	13.65K	Mar 31, 25	-1.53M	0.02%
PRIVATE CAPITAL MANAGEMENT LLC	629.04K	Dec 31, 24	+313.51K	1.08%
Private Portfolio Partners LLC	7.24K	Dec 31, 24	-526	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-210	--
Raymond James Financial Services Advisors, Inc.	386.59K	Sep 30, 24	+34.30K	0.67%
RAYMOND JAMES & ASSOCIATES	337.09K	Sep 30, 24	+161.47K	0.58%
Aspire Wealth Management Corp	36.35K	Sep 30, 24	+2.02K	0.06%
SpiderRock Advisors, LLC	20.33K	Sep 30, 24	+3.15K	0.04%
RAYMOND JAMES TRUST N.A.	6.86K	Sep 30, 24	+2.40K	0.01%
Cetera Advisor Networks LLC	295.18K	Mar 31, 24	+19.49K	0.51%
Cetera Advisors LLC	37.24K	Mar 31, 24	+32.88K	0.06%
FOCUS FINANCIAL NETWORK INC /ADV	14.81K	Dec 31, 23	+14.81K	0.03%
Resource Planning Group	6.10K	Dec 31, 23	--	0.01%
NEXT Financial Group, Inc	9.15K	Dec 31, 21	+8.36K	0.02%
Advisor Group, Inc.	4.34K	Dec 31, 19	-612	0.01%

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Holder

Date

Change

% Held

VICTORY CAPITAL MANAGEMENT INC

14.85M

Jun 30, 26

25.61%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

4.30M

Jun 30, 26

-1.23M

7.41%

Sixth Street Partners Management Company, L.P.

4.30M

Jun 30, 26

+4.30M

7.41%

MORGAN STANLEY

3.90M

Jun 30, 26

+141.68K

6.73%

Bogart Wealth, LLC

2.17M

Jun 30, 26

+112.06K

3.75%

LPL Financial LLC

2.14M

Jun 30, 26

+36.81K

3.68%

BANK OF AMERICA CORP /DE/

1.58M

Jun 30, 26

+187.59K

2.73%

WELLS FARGO & COMPANY/MN

1.37M

Jun 30, 26

-580.34K

2.36%

Calamos Wealth Management LLC

1.35M

Jun 30, 26

+75.48K

2.33%

Cetera Investment Advisers

1.21M

Jun 30, 26

-75.27K

2.08%

Allen Capital Group, LLC

1.19M

Jun 30, 26

+73.39K

2.05%

RAYMOND JAMES FINANCIAL INC

1.14M

Jun 30, 26

+107.83K

1.97%

Meeder Advisory Services, Inc.

792.98K

Jun 30, 26

+21.65K

1.37%

MBL Wealth, LLC

758.77K

Jun 30, 26

+37.90K

1.31%

NICOLET BANKSHARES INC

671.26K

Jun 30, 26

+185.95K

1.16%

Pine Valley Investments Ltd Liability Co

664.60K

Jun 30, 26

+87.55K

1.15%

Alliance Wealth Advisors, LLC

588.56K

Jun 30, 26

+8.84K

1.02%

GREENUP STREET WEALTH MANAGEMENT LLC

570.03K

Jun 30, 26

+124.23K

0.98%

Allworth Financial LP

510.93K

Jun 30, 26

-73.89K

0.88%

Steward Partners Investment Advisory, LLC

476.30K

Jun 30, 26

+261.39K

0.82%

Atlantic Edge Private Wealth Management, LLC

460.84K

Jun 30, 26

+191.38K

0.79%

Blue Water Asset Management

450.38K

Jun 30, 26

+11.62K

0.78%

HORAN Wealth, LLC

417.41K

Jun 30, 26

+6.31K

0.72%

Sargent Investment Group, LLC

405.61K

Jun 30, 26

+344

0.70%

Pathway Financial Advisors LLC

398.35K

Jun 30, 26

-3.71K

0.69%

KLINGENSTEIN FIELDS & CO LP

355.28K

Jun 30, 26

+41.29K

0.61%

ADVISOR GROUP HOLDINGS, INC.

353.95K

Jun 30, 26

+146.21K

0.61%

Envision Financial LLC

345.29K

Jun 30, 26

+70.88K

0.60%

SouthState Corp

341.12K

Jun 30, 26

-32.47K

0.59%

Newman Dignan & Sheerar, Inc.

338.59K

Jun 30, 26

-135.08K

0.58%

Oath Planning, LLC

337.68K

Jun 30, 26

+64.91K

0.58%

CREATIVE FINANCIAL DESIGNS INC /ADV

337.14K

Jun 30, 26

-23.97K

0.58%

UBS Group AG

332.33K

Jun 30, 26

+11.33K

0.57%

Sanctuary Advisors, LLC

328.48K

Jun 30, 26

-8.00K

0.57%

Crusonia Wealth Advisors LLC

322.18K

Jun 30, 26

+2.02K

0.56%

PLANNING DIRECTIONS INC

303.89K

Jun 30, 26

+5.20K

0.52%

Cyr Financial Inc.

299.59K

Jun 30, 26

+20.73K

0.52%

Integrated Wealth Concepts LLC

296.49K

Jun 30, 26

+148.65K

0.51%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

261.78K

Jun 30, 26

-169.75K

0.45%

IMA Wealth, Inc.

227.45K

Jun 30, 26

+7.35K

0.39%

TRUIST FINANCIAL CORP

222.65K

Jun 30, 26

-3.78K

0.38%

TOTH FINANCIAL ADVISORY CORP

207.26K

Jun 30, 26

+11.34K

0.36%

Brinker Capital Investments, LLC

193.97K

Jun 30, 26

-5.54K

0.33%

Souders Financial Advisors

192.46K

Jun 30, 26

+15.41K

0.33%

JPMORGAN CHASE & CO

181.66K

Jun 30, 26

+7.47K

0.31%

Fjell Capital, LLC

181.40K

Jun 30, 26

+8.15K

0.31%

THRIVENT FINANCIAL FOR LUTHERANS

180.09K

Jun 30, 26

+36.92K

0.31%

GREENWOOD CAPITAL ASSOCIATES LLC

173.05K

Jun 30, 26

+8.68K

0.30%

Pinnacle Wealth Management Group, Inc.

155.65K

Jun 30, 26

+910

0.27%

Simplicity Wealth,LLC

155.03K

Jun 30, 26

+155.03K

0.27%

Smith Thornton Advisors LLC

152.72K

Jun 30, 26

+8.78K

0.26%

Insight Wealth Partners, LLC

152.07K

Jun 30, 26

+15.66K

0.26%

ROYAL BANK OF CANADA

146.99K

Jun 30, 26

-4.42K

0.25%

Gladstone Institutional Advisory LLC

129.83K

Jun 30, 26

+1.33K

0.22%

Financial Services Advisory Inc

127.61K

Jun 30, 26

+2.38K

0.22%

Wealth Advisory Team LLC

123.47K

Jun 30, 26

+123.47K

0.21%

Aptus Capital Advisors, LLC

123.47K

Jun 30, 26

-419

0.21%

Sloy Dahl & Holst, LLC

119.64K

Jun 30, 26

+2.82K

0.21%

Summit Financial, LLC

117.02K

Jun 30, 26

+2.88K

0.20%

Private Advisor Group, LLC

104.88K

Jun 30, 26

+4.69K

0.18%

WILEY BROS.-AINTREE CAPITAL, LLC

95.77K

Jun 30, 26

+5.43K

0.17%

Bank of New York Mellon Corp

90.19K

Jun 30, 26

-4.16K

0.16%

Axis Wealth Partners, LLC

86.97K

Jun 30, 26

+9.59K

0.15%

CITADEL ADVISORS LLC

86.45K

Jun 30, 26

+28.45K

0.15%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

82.89K

Jun 30, 26

+9.21K

0.14%

HARBOUR INVESTMENTS, INC.

81.67K

Jun 30, 26

-1.43K

0.14%

Indivisible Partners

81.39K

Jun 30, 26

+6.76K

0.14%

James J. Burns & Company, LLC

74.96K

Jun 30, 26

+1.47K

0.13%

Equitable Holdings, Inc.

65.50K

Jun 30, 26

+23.82K

0.11%

DAYMARK WEALTH PARTNERS, LLC

65.13K

Jun 30, 26

+7.12K

0.11%

ENVESTNET ASSET MANAGEMENT INC

61.60K

Jun 30, 26

-4.19K

0.11%

COMMONWEALTH EQUITY SERVICES, LLC

61.26K

Jun 30, 26

+10.84K

0.11%

Cambridge Investment Research Advisors, Inc.

60.18K

Jun 30, 26

-33.17K

0.10%

Gotham Asset Management, LLC

58.87K

Jun 30, 26

+522

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

57.49K

Jun 30, 26

+1.71K

0.10%

Calamos Advisors LLC

56.93K

Jun 30, 26

-1.28M

0.10%

Valmark Advisers, Inc.

55.48K

Jun 30, 26

+12.80K

0.10%

Atria Investments, Inc

54.21K

Jun 30, 26

+2.27K

0.09%

Chris Bulman Inc

52.71K

Jun 30, 26

+5.22K

0.09%

Owl Creek Wealth Partners LLC

41.28K

Jun 30, 26

-5.48K

0.07%

Brookstone Capital Management

40.72K

Jun 30, 26

+2.84K

0.07%

Janney Montgomery Scott LLC

40.34K

Jun 30, 26

+4.64K

0.07%

Optivise Advisory Services LLC

37.85K

Jun 30, 26

+13.79K

0.07%

STIFEL FINANCIAL CORP

35.85K

Jun 30, 26

-1.52K

0.06%

Focus Financial Network, Inc.

32.29K

Jun 30, 26

-246

0.06%

NewEdge Wealth, LLC

31.90K

Jun 30, 26

-425

0.06%

BlackRock, Inc.

31.68K

Jun 30, 26

0.05%

AdvisorNet Financial, Inc

31.11K

Jun 30, 26

-269

0.05%

Patriot Financial Group Insurance Agency, LLC

29.78K

Jun 30, 26

-22.82K

0.05%

JANE STREET GROUP, LLC

28.49K

Jun 30, 26

-142.01K

0.05%

ASPIRIANT, LLC

28.00K

Jun 30, 26

+28.00K

0.05%

TENET WEALTH PARTNERS, LLC

25.75K

Jun 30, 26

+25.75K

0.04%

MML INVESTORS SERVICES, LLC

23.14K

Jun 30, 26

-5.84K

0.04%

FIFTH THIRD BANCORP

21.25K

Jun 30, 26

-17.51K

0.04%

TITLEIST ASSET MANAGEMENT, LLC

21.18K

Jun 30, 26

+15.04K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.61K

Jun 30, 26

+20.61K

0.04%

Cornerstone Wealth Management, LLC

20.57K

Jun 30, 26

-399

0.04%

FLOW TRADERS U.S. LLC

18.08K

Jun 30, 26

+18.08K

0.03%

NOVEM GROUP

16.25K

Jun 30, 26

+666

0.03%

Foundations Investment Advisors, LLC

16.00K

Jun 30, 26

+1.58K

0.03%

COMPASS FINANCIAL MANAGEMENT LLC

14.29K

Jun 30, 26

+14.29K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.13K

Jun 30, 26

+5.04K

0.02%

Advisory Services Network, LLC

12.95K

Jun 30, 26

0.02%

Keystone Financial Group

12.07K

Jun 30, 26

-24

0.02%

Sovereign Financial Group, Inc.

11.96K

Jun 30, 26

-92

0.02%

Princeton Global Asset Management LLC

11.94K

Jun 30, 26

+2.07K

0.02%

Stratos Wealth Partners, LTD.

11.86K

Jun 30, 26

-2.65K

0.02%

AVAII WEALTH MANAGEMENT, LLC

11.71K

Jun 30, 26

+24

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

11.66K

Jun 30, 26

+387

0.02%

J.W. COLE ADVISORS, INC.

11.57K

Jun 30, 26

+11.57K

0.02%

Betterment LLC

10.40K

Jun 30, 26

+1.98K

0.02%

Aspire Capital Advisors LLC

9.90K

Jun 30, 26

+1.71K

0.02%

Pensionmark Financial Group, LLC

9.01K

Jun 30, 26

0.02%

Perigon Wealth Management, LLC

8.11K

Jun 30, 26

+686

0.01%

Goldstein Advisors, LLC

7.66K

Jun 30, 26

-250

0.01%

Sigma Planning Corp

7.52K

Jun 30, 26

-3.99K

0.01%

AQR CAPITAL MANAGEMENT LLC

7.10K

Jun 30, 26

-771

0.01%

IEQ CAPITAL, LLC

7.10K

Jun 30, 26

0.01%

CARY STREET PARTNERS FINANCIAL LLC

6.98K

Jun 30, 26

0.01%

Advyzon Investment Management, LLC

6.08K

Jun 30, 26

+6.08K

0.01%

Global Retirement Partners, LLC

5.99K

Jun 30, 26

+5.99K

0.01%

Ameritas Advisory Services, LLC

5.92K

Jun 30, 26

+5.92K

0.01%

Clark Capital Management Group, Inc.

5.16K

Jun 30, 26

0.01%

Certified Advisory Corp

5.10K

Jun 30, 26

+52

0.01%

Fortune Financial Advisors, LLC

4.80K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.52K

Jun 30, 26

-392

0.01%

HARBOR INVESTMENT ADVISORY, LLC

3.58K

Jun 30, 26

-1

0.01%

Rockefeller Capital Management L.P.

3.34K

Jun 30, 26

+2.71K

0.01%

Pinnacle Bancorp, Inc.

3.08K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

2.91K

Jun 30, 26

0.01%

MPWM ADVISORY SOLUTIONS, LLC

2.08K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

2.01K

Jun 30, 26

0.00%

Capital Analysts, LLC

1.94K

Jun 30, 26

+115

0.00%

MERCER GLOBAL ADVISORS INC /ADV

864

Jun 30, 26

+864

0.00%

IFP Advisors, Inc

699

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

364

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

350

Jun 30, 26

0.00%

Larson Financial Group LLC

258

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

140

Jun 30, 26

+140

0.00%

Heritage Wealth Advisors

Jun 30, 26

+95

0.00%

NewEdge Advisors, LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

+20

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Investment Research & Advisory Group, Inc.

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-1.72K

LeClair Wealth Partners LLC

Jun 30, 26

-438.76K

PERSONAL CFO SOLUTIONS, LLC

Jun 30, 26

-8.78K

Johnson Financial Group, Inc.

Jun 30, 26

-2.67K

OLD MISSION CAPITAL LLC

Jun 30, 26

-52.85K

AE Wealth Management LLC

Jun 30, 26

-69

CHOREO, LLC

Jun 30, 26

-9.18K

NICOLET ADVISORY SERVICES, LLC

389.95K

Dec 31, 25

+35.22K

0.67%

COMERICA BANK

33.09K

Dec 31, 25

+21.27K

0.06%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-150

Congress Wealth Management LLC / DE /

35.64K

Jun 30, 25

+1.04K

0.06%

Horan Securities, Inc.

19.67K

Jun 30, 25

+498

0.03%

Horan Capital Advisors, LLC.

339.42K

Mar 31, 25

+4.19K

0.59%

Orion Portfolio Solutions, LLC

13.65K

Mar 31, 25

-1.53M

0.02%

PRIVATE CAPITAL MANAGEMENT LLC

629.04K

Dec 31, 24

+313.51K

1.08%

Private Portfolio Partners LLC

7.24K

Dec 31, 24

-526

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-210

Raymond James Financial Services Advisors, Inc.

386.59K

Sep 30, 24

+34.30K

0.67%

RAYMOND JAMES & ASSOCIATES

337.09K

Sep 30, 24

+161.47K

0.58%

Aspire Wealth Management Corp

36.35K

Sep 30, 24

+2.02K

0.06%

SpiderRock Advisors, LLC

20.33K

Sep 30, 24

+3.15K

0.04%

RAYMOND JAMES TRUST N.A.

6.86K

Sep 30, 24

+2.40K

0.01%

Cetera Advisor Networks LLC

295.18K

Mar 31, 24

+19.49K

0.51%

Cetera Advisors LLC

37.24K

Mar 31, 24

+32.88K

0.06%

FOCUS FINANCIAL NETWORK INC /ADV

14.81K

Dec 31, 23

+14.81K

0.03%

Resource Planning Group

6.10K

Dec 31, 23

0.01%

NEXT Financial Group, Inc

9.15K

Dec 31, 21

+8.36K

0.02%

Advisor Group, Inc.

4.34K

Dec 31, 19

-612

0.01%