VictoryShares Short-Term Bond ETF(USTB)

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VictoryShares Short-Term Bond ETF(USTB)

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$50.63—

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USTB(USTB)

USTB

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

Institutional Ownership

Top 169 Institutional Holders

Holder	Shares	Date	Change	% Held
PRIVATE CLIENT SERVICES, LLC	--	Jun 30, 26	-5.00K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-55	--
VICTORY CAPITAL MANAGEMENT INC	5.41M	Mar 31, 26	+64.26K	19.89%
Merit Financial Group, LLC	2.82M	Mar 31, 26	+224.22K	10.38%
MORGAN STANLEY	2.53M	Mar 31, 26	+354.90K	9.29%
LPL Financial LLC	1.61M	Mar 31, 26	+273.00K	5.91%
BANK OF AMERICA CORP /DE/	1.53M	Mar 31, 26	+139.85K	5.63%
Stonebridge Financial Group, LLC	881.33K	Mar 31, 26	+119.77K	3.24%
Amplius Wealth Advisors, LLC	733.34K	Mar 31, 26	-36.30K	2.70%
Broadway Wealth Solutions, Inc.	559.95K	Mar 31, 26	+39.93K	2.06%
Marquette Asset Management, LLC	525.43K	Mar 31, 26	+8.58K	1.93%
Capital Analysts, LLC	516.54K	Mar 31, 26	-46.09K	1.90%
RAYMOND JAMES FINANCIAL INC	482.12K	Mar 31, 26	+113.03K	1.77%
Private Advisor Group, LLC	464.46K	Mar 31, 26	+66.47K	1.71%
JANE STREET GROUP, LLC	458.62K	Mar 31, 26	+458.62K	1.69%
Waverly Advisors, LLC	451.58K	Mar 31, 26	+27.17K	1.66%
Evergreen Wealth Solutions, LLC	392.07K	Mar 31, 26	+175.53K	1.44%
MOTCO	372.96K	Mar 31, 26	+20.69K	1.37%
ERn Financial, LLC	334.13K	Mar 31, 26	+18.82K	1.23%
STIFEL FINANCIAL CORP	307.63K	Mar 31, 26	+64.22K	1.13%
Cornerstone Planning Group LLC	292.84K	Mar 31, 26	+46.74K	1.08%
COMMONWEALTH EQUITY SERVICES, LLC	267.06K	Mar 31, 26	+10.39K	0.98%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	265.60K	Mar 31, 26	+13.16K	0.98%
Redhawk Wealth Advisors, Inc.	264.79K	Mar 31, 26	+24.45K	0.97%
Janney Montgomery Scott LLC	264.00K	Mar 31, 26	+208.80K	0.97%
HORAN Wealth, LLC	262.38K	Mar 31, 26	+43.34K	0.96%
ADVISOR GROUP HOLDINGS, INC.	249.51K	Mar 31, 26	+2.34K	0.92%
ROYAL BANK OF CANADA	234.31K	Mar 31, 26	+24.98K	0.86%
Certified Advisory Corp	231.97K	Mar 31, 26	+22.08K	0.85%
BlueStem Wealth Partners, LLC	221.22K	Mar 31, 26	+11.71K	0.81%
Apella Capital, LLC	220.01K	Mar 31, 26	+24.84K	0.81%
WELLS FARGO & COMPANY/MN	211.90K	Mar 31, 26	+184.15K	0.78%
TOTH FINANCIAL ADVISORY CORP	210.52K	Mar 31, 26	+19.74K	0.77%
UBS Group AG	210.43K	Mar 31, 26	-8.89K	0.77%
Integrated Wealth Concepts LLC	206.47K	Mar 31, 26	+67.27K	0.76%
Buckingham Strategic Partners	193.01K	Mar 31, 26	+60.57K	0.71%
Summit Financial, LLC	191.60K	Mar 31, 26	+57.63K	0.70%
ADAPT WEALTH ADVISORS, LLC	189.52K	Mar 31, 26	+8.21K	0.70%
CREATIVE FINANCIAL DESIGNS INC /ADV	185.91K	Mar 31, 26	+1.06K	0.68%
Steward Partners Investment Advisory, LLC	180.42K	Mar 31, 26	+130.58K	0.66%
Pinnacle Wealth Management Group, Inc.	178.77K	Mar 31, 26	+19.91K	0.66%
ENVESTNET ASSET MANAGEMENT INC	155.65K	Mar 31, 26	-11.27K	0.57%
AVAII WEALTH MANAGEMENT, LLC	153.41K	Mar 31, 26	+4.61K	0.56%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	151.11K	Mar 31, 26	-138.21K	0.56%
Cambridge Investment Research Advisors, Inc.	149.97K	Mar 31, 26	+82.11K	0.55%
Smith Thornton Advisors LLC	131.30K	Mar 31, 26	+6.82K	0.48%
Quadcap Wealth Management, LLC	128.39K	Mar 31, 26	-10	0.47%
MML INVESTORS SERVICES, LLC	122.84K	Mar 31, 26	-7.22K	0.45%
Patriot Financial Group Insurance Agency, LLC	122.24K	Mar 31, 26	+73.54K	0.45%
REDW Wealth LLC	120.69K	Mar 31, 26	+57.39K	0.44%
Farther Finance Advisors, LLC	116.86K	Mar 31, 26	-32.24K	0.43%
Pine Valley Investments Ltd Liability Co	116.56K	Mar 31, 26	-86.27K	0.43%
Darrow Company, Inc.	113.88K	Mar 31, 26	+13.44K	0.42%
Bensler, LLC	113.83K	Mar 31, 26	-40.68K	0.42%
Clarity Asset Management, Inc.	111.95K	Mar 31, 26	+111.95K	0.41%
Midwest Capital Advisors, LLC	111.57K	Mar 31, 26	+7.43K	0.41%
CITADEL ADVISORS LLC	109.30K	Mar 31, 26	+109.30K	0.40%
FLOW TRADERS U.S. LLC	95.20K	Mar 31, 26	+86.56K	0.35%
Kingsview Wealth Management, LLC	86.84K	Mar 31, 26	+83	0.32%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	84.84K	Mar 31, 26	+5.55K	0.31%
Allen Capital Group, LLC	80.69K	Mar 31, 26	+80.69K	0.30%
Equitable Holdings, Inc.	76.29K	Mar 31, 26	+28.99K	0.28%
Rooted Wealth Advisors, Inc.	71.08K	Mar 31, 26	+23.97K	0.26%
Valmark Advisers, Inc.	63.87K	Mar 31, 26	+6.62K	0.23%
Lakeridge Wealth Management LLC	61.59K	Mar 31, 26	-661	0.23%
Madison Wealth Partners, Inc	59.04K	Mar 31, 26	+23.45K	0.22%
Samalin Investment Counsel, LLC	57.46K	Mar 31, 26	-4.07K	0.21%
GOLDMAN SACHS GROUP INC	57.23K	Mar 31, 26	+35.43K	0.21%
Trademark Financial Management, LLC	54.57K	Mar 31, 26	+13.51K	0.20%
OneAscent Wealth Management LLC	51.91K	Mar 31, 26	+14.29K	0.19%
Bank of New York Mellon Corp	45.67K	Mar 31, 26	+8.59K	0.17%
OPPENHEIMER & CO INC	44.08K	Mar 31, 26	-412	0.16%
Elk River Wealth Management, LLC	38.72K	Mar 31, 26	-2.15K	0.14%
Kestra Advisory Services, LLC	29.40K	Mar 31, 26	+1.71K	0.11%
Perigon Wealth Management, LLC	29.11K	Mar 31, 26	+2.47K	0.11%
Mariner, LLC	27.21K	Mar 31, 26	-4.89K	0.10%
Atria Investments, Inc	26.94K	Mar 31, 26	-4.55K	0.10%
FLAGSHIP HARBOR ADVISORS, LLC	26.54K	Mar 31, 26	+5.20K	0.10%
Axis Wealth Partners, LLC	26.08K	Mar 31, 26	+5.14K	0.10%
SILVER OAK SECURITIES, INCORPORATED	24.93K	Mar 31, 26	+679	0.09%
Fundamentum, LLC	24.46K	Mar 31, 26	+2.22K	0.09%
Advisory Services Network, LLC	24.33K	Mar 31, 26	+1.15K	0.09%
Sigma Planning Corp	24.02K	Mar 31, 26	+889	0.09%
Brinker Capital Investments, LLC	22.75K	Mar 31, 26	-9.42K	0.08%
Comprehensive Wealth Management, LLC	22.55K	Mar 31, 26	+2.70K	0.08%
Miller Financial Services LLC	22.17K	Mar 31, 26	+15.38K	0.08%
FIFTH THIRD BANCORP	19.70K	Mar 31, 26	+15.87K	0.07%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	18.48K	Mar 31, 26	+3.78K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.87K	Mar 31, 26	+5.46K	0.07%
Cetera Investment Advisers	17.15K	Mar 31, 26	-3.80K	0.06%
Claro Advisors LLC	16.37K	Mar 31, 26	-3.19K	0.06%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	14.88K	Mar 31, 26	-6.60K	0.05%
SWMG, LLC	13.60K	Mar 31, 26	-738	0.05%
Creative Planning	13.23K	Mar 31, 26	-466	0.05%
Betterment LLC	13.06K	Mar 31, 26	+4.64K	0.05%
RPS ADVISORY SOLUTIONS LLC	11.63K	Mar 31, 26	+11.63K	0.04%
HRT FINANCIAL LP	11.37K	Mar 31, 26	+11.37K	0.04%
Intrua Financial, LLC	11.27K	Mar 31, 26	+1.62K	0.04%
M.E. ALLISON & CO., INC.	11.27K	Mar 31, 26	+1.71K	0.04%
CENTAURUS FINANCIAL, INC.	10.00K	Mar 31, 26	+10.00K	0.04%
DAYMARK WEALTH PARTNERS, LLC	9.61K	Mar 31, 26	-107	0.04%
Aptus Capital Advisors, LLC	8.53K	Mar 31, 26	+1.15K	0.03%
Octavia Wealth Advisors, LLC	7.81K	Mar 31, 26	+328	0.03%
Financial Guidance Group, Inc.	7.77K	Mar 31, 26	+1.14K	0.03%
IHT Wealth Management, LLC	7.72K	Mar 31, 26	-2.11K	0.03%
Cassaday & Co Wealth Management LLC	7.12K	Mar 31, 26	--	0.03%
Parallel Advisors, LLC	7.05K	Mar 31, 26	+33	0.03%
PLANNING DIRECTIONS INC	6.69K	Mar 31, 26	-243	0.02%
Sanctuary Advisors, LLC	6.69K	Mar 31, 26	-485	0.02%
HighTower Advisors, LLC	6.30K	Mar 31, 26	+50	0.02%
MONEY CONCEPTS CAPITAL CORP	6.28K	Mar 31, 26	+7	0.02%
OneAscent Family Office, LLC	5.97K	Mar 31, 26	+1.35K	0.02%
MAI Capital Management	5.95K	Mar 31, 26	+2.17K	0.02%
BlackRock, Inc.	5.48K	Mar 31, 26	+5.48K	0.02%
Maridea Wealth Management LLC	5.29K	Mar 31, 26	-43.34K	0.02%
PRAIRIEVIEW WEALTH PARTNERS, LLC	5.01K	Mar 31, 26	-1.27K	0.02%
PRIVATE CLIENT SERVICES, LLC	5.00K	Mar 31, 26	+180	0.02%
JPMORGAN CHASE & CO	4.92K	Mar 31, 26	+4.92K	0.02%
MONECO Advisors, LLC	4.70K	Mar 31, 26	+4.70K	0.02%
Rockefeller Capital Management L.P.	4.40K	Mar 31, 26	-21.62K	0.02%
RFG Advisory, LLC	4.32K	Mar 31, 26	+4.32K	0.02%
Stirlingshire Investments, Inc.	4.29K	Mar 31, 26	--	0.02%
American Trust	4.00K	Mar 31, 26	-58	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.60K	Mar 31, 26	+2.36K	0.01%
CWM, LLC	2.47K	Mar 31, 26	--	0.01%
NewEdge Advisors, LLC	808	Mar 31, 26	-2.28K	0.00%
PRIVATE TRUST CO NA	697	Mar 31, 26	-757	0.00%
Sunbelt Securities, Inc.	590	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	548	Mar 31, 26	+548	0.00%
Allworth Financial LP	394	Mar 31, 26	+394	0.00%
Larson Financial Group LLC	189	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	166	Mar 31, 26	--	0.00%
AE Wealth Management LLC	147	Mar 31, 26	-35	0.00%
HARBOUR INVESTMENTS, INC.	113	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	55	Mar 31, 26	-93	0.00%
Atlantic Edge Private Wealth Management, LLC	50	Mar 31, 26	+50	0.00%
Rossby Financial, LCC	36	Mar 31, 26	+8	0.00%
ASSETMARK, INC	5	Mar 31, 26	--	0.00%
StoneX Group Inc.	--	Mar 31, 26	-5.83K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-340	--
GREENUP STREET WEALTH MANAGEMENT LLC	--	Mar 31, 26	-7.59K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-5.74K	--
Russell Investments Group, Ltd.	--	Mar 31, 26	-1	--
COMERICA BANK	23.21K	Dec 31, 25	+23.21K	0.09%
Global Retirement Partners, LLC	644	Dec 31, 25	+644	0.00%
Masso Torrence Wealth Management Inc.	139.57K	Sep 30, 25	+8.16K	0.51%
Burt Wealth Advisors	7.71K	Sep 30, 25	-209	0.03%
CROWLEY WEALTH MANAGEMENT, INC.	280	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	58.17K	Jun 30, 25	-2.14K	0.21%
Horan Securities, Inc.	12.44K	Jun 30, 25	+796	0.05%
Congress Wealth Management LLC / DE /	10.45K	Jun 30, 25	-228	0.04%
AVANTAX ADVISORY SERVICES, INC.	3.98K	Jun 30, 25	+3.98K	0.01%
Horan Capital Advisors, LLC.	184.10K	Mar 31, 25	+15.08K	0.68%
Orion Portfolio Solutions, LLC	34.41K	Mar 31, 25	-7.39K	0.13%
Bison Wealth, LLC	5.44K	Dec 31, 24	-1.57K	0.02%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-3.94K	--
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-56.92K	--
Raymond James Financial Services Advisors, Inc.	194.63K	Sep 30, 24	+70.02K	0.72%
RAYMOND JAMES & ASSOCIATES	102.96K	Sep 30, 24	+14.82K	0.38%
Aspire Wealth Management Corp	8.76K	Sep 30, 24	+897	0.03%
Cetera Advisors LLC	37.73K	Mar 31, 24	+29.47K	0.14%
StrategIQ Financial Group, LLC	216.58K	Dec 31, 23	+48.09K	0.80%
FOCUS FINANCIAL NETWORK INC /ADV	23.22K	Dec 31, 23	+23.22K	0.09%
Windsor Group LTD	17.93K	Sep 30, 23	+7.22K	0.07%
Kistler-Tiffany Companies, LLC	1.37K	Jun 30, 23	+1.37K	0.01%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-632	--
American Portfolios Advisors	1.25K	Sep 30, 22	+1.25K	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	--	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	182	Dec 31, 19	--	0.00%

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Holder

Date

Change

% Held

PRIVATE CLIENT SERVICES, LLC

Jun 30, 26

-5.00K

CoreCap Advisors, LLC

Jun 30, 26

-55

VICTORY CAPITAL MANAGEMENT INC

5.41M

Mar 31, 26

+64.26K

19.89%

Merit Financial Group, LLC

2.82M

Mar 31, 26

+224.22K

10.38%

MORGAN STANLEY

2.53M

Mar 31, 26

+354.90K

9.29%

LPL Financial LLC

1.61M

Mar 31, 26

+273.00K

5.91%

BANK OF AMERICA CORP /DE/

1.53M

Mar 31, 26

+139.85K

5.63%

Stonebridge Financial Group, LLC

881.33K

Mar 31, 26

+119.77K

3.24%

Amplius Wealth Advisors, LLC

733.34K

Mar 31, 26

-36.30K

2.70%

Broadway Wealth Solutions, Inc.

559.95K

Mar 31, 26

+39.93K

2.06%

Marquette Asset Management, LLC

525.43K

Mar 31, 26

+8.58K

1.93%

Capital Analysts, LLC

516.54K

Mar 31, 26

-46.09K

1.90%

RAYMOND JAMES FINANCIAL INC

482.12K

Mar 31, 26

+113.03K

1.77%

Private Advisor Group, LLC

464.46K

Mar 31, 26

+66.47K

1.71%

JANE STREET GROUP, LLC

458.62K

Mar 31, 26

+458.62K

1.69%

Waverly Advisors, LLC

451.58K

Mar 31, 26

+27.17K

1.66%

Evergreen Wealth Solutions, LLC

392.07K

Mar 31, 26

+175.53K

1.44%

MOTCO

372.96K

Mar 31, 26

+20.69K

1.37%

ERn Financial, LLC

334.13K

Mar 31, 26

+18.82K

1.23%

STIFEL FINANCIAL CORP

307.63K

Mar 31, 26

+64.22K

1.13%

Cornerstone Planning Group LLC

292.84K

Mar 31, 26

+46.74K

1.08%

COMMONWEALTH EQUITY SERVICES, LLC

267.06K

Mar 31, 26

+10.39K

0.98%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

265.60K

Mar 31, 26

+13.16K

0.98%

Redhawk Wealth Advisors, Inc.

264.79K

Mar 31, 26

+24.45K

0.97%

Janney Montgomery Scott LLC

264.00K

Mar 31, 26

+208.80K

0.97%

HORAN Wealth, LLC

262.38K

Mar 31, 26

+43.34K

0.96%

ADVISOR GROUP HOLDINGS, INC.

249.51K

Mar 31, 26

+2.34K

0.92%

ROYAL BANK OF CANADA

234.31K

Mar 31, 26

+24.98K

0.86%

Certified Advisory Corp

231.97K

Mar 31, 26

+22.08K

0.85%

BlueStem Wealth Partners, LLC

221.22K

Mar 31, 26

+11.71K

0.81%

Apella Capital, LLC

220.01K

Mar 31, 26

+24.84K

0.81%

WELLS FARGO & COMPANY/MN

211.90K

Mar 31, 26

+184.15K

0.78%

TOTH FINANCIAL ADVISORY CORP

210.52K

Mar 31, 26

+19.74K

0.77%

UBS Group AG

210.43K

Mar 31, 26

-8.89K

0.77%

Integrated Wealth Concepts LLC

206.47K

Mar 31, 26

+67.27K

0.76%

Buckingham Strategic Partners

193.01K

Mar 31, 26

+60.57K

0.71%

Summit Financial, LLC

191.60K

Mar 31, 26

+57.63K

0.70%

ADAPT WEALTH ADVISORS, LLC

189.52K

Mar 31, 26

+8.21K

0.70%

CREATIVE FINANCIAL DESIGNS INC /ADV

185.91K

Mar 31, 26

+1.06K

0.68%

Steward Partners Investment Advisory, LLC

180.42K

Mar 31, 26

+130.58K

0.66%

Pinnacle Wealth Management Group, Inc.

178.77K

Mar 31, 26

+19.91K

0.66%

ENVESTNET ASSET MANAGEMENT INC

155.65K

Mar 31, 26

-11.27K

0.57%

AVAII WEALTH MANAGEMENT, LLC

153.41K

Mar 31, 26

+4.61K

0.56%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

151.11K

Mar 31, 26

-138.21K

0.56%

Cambridge Investment Research Advisors, Inc.

149.97K

Mar 31, 26

+82.11K

0.55%

Smith Thornton Advisors LLC

131.30K

Mar 31, 26

+6.82K

0.48%

Quadcap Wealth Management, LLC

128.39K

Mar 31, 26

-10

0.47%

MML INVESTORS SERVICES, LLC

122.84K

Mar 31, 26

-7.22K

0.45%

Patriot Financial Group Insurance Agency, LLC

122.24K

Mar 31, 26

+73.54K

0.45%

REDW Wealth LLC

120.69K

Mar 31, 26

+57.39K

0.44%

Farther Finance Advisors, LLC

116.86K

Mar 31, 26

-32.24K

0.43%

Pine Valley Investments Ltd Liability Co

116.56K

Mar 31, 26

-86.27K

0.43%

Darrow Company, Inc.

113.88K

Mar 31, 26

+13.44K

0.42%

Bensler, LLC

113.83K

Mar 31, 26

-40.68K

0.42%

Clarity Asset Management, Inc.

111.95K

Mar 31, 26

+111.95K

0.41%

Midwest Capital Advisors, LLC

111.57K

Mar 31, 26

+7.43K

0.41%

CITADEL ADVISORS LLC

109.30K

Mar 31, 26

+109.30K

0.40%

FLOW TRADERS U.S. LLC

95.20K

Mar 31, 26

+86.56K

0.35%

Kingsview Wealth Management, LLC

86.84K

Mar 31, 26

+83

0.32%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

84.84K

Mar 31, 26

+5.55K

0.31%

Allen Capital Group, LLC

80.69K

Mar 31, 26

+80.69K

0.30%

Equitable Holdings, Inc.

76.29K

Mar 31, 26

+28.99K

0.28%

Rooted Wealth Advisors, Inc.

71.08K

Mar 31, 26

+23.97K

0.26%

Valmark Advisers, Inc.

63.87K

Mar 31, 26

+6.62K

0.23%

Lakeridge Wealth Management LLC

61.59K

Mar 31, 26

-661

0.23%

Madison Wealth Partners, Inc

59.04K

Mar 31, 26

+23.45K

0.22%

Samalin Investment Counsel, LLC

57.46K

Mar 31, 26

-4.07K

0.21%

GOLDMAN SACHS GROUP INC

57.23K

Mar 31, 26

+35.43K

0.21%

Trademark Financial Management, LLC

54.57K

Mar 31, 26

+13.51K

0.20%

OneAscent Wealth Management LLC

51.91K

Mar 31, 26

+14.29K

0.19%

Bank of New York Mellon Corp

45.67K

Mar 31, 26

+8.59K

0.17%

OPPENHEIMER & CO INC

44.08K

Mar 31, 26

-412

0.16%

Elk River Wealth Management, LLC

38.72K

Mar 31, 26

-2.15K

0.14%

Kestra Advisory Services, LLC

29.40K

Mar 31, 26

+1.71K

0.11%

Perigon Wealth Management, LLC

29.11K

Mar 31, 26

+2.47K

0.11%

Mariner, LLC

27.21K

Mar 31, 26

-4.89K

0.10%

Atria Investments, Inc

26.94K

Mar 31, 26

-4.55K

0.10%

FLAGSHIP HARBOR ADVISORS, LLC

26.54K

Mar 31, 26

+5.20K

0.10%

Axis Wealth Partners, LLC

26.08K

Mar 31, 26

+5.14K

0.10%

SILVER OAK SECURITIES, INCORPORATED

24.93K

Mar 31, 26

+679

0.09%

Fundamentum, LLC

24.46K

Mar 31, 26

+2.22K

0.09%

Advisory Services Network, LLC

24.33K

Mar 31, 26

+1.15K

0.09%

Sigma Planning Corp

24.02K

Mar 31, 26

+889

0.09%

Brinker Capital Investments, LLC

22.75K

Mar 31, 26

-9.42K

0.08%

Comprehensive Wealth Management, LLC

22.55K

Mar 31, 26

+2.70K

0.08%

Miller Financial Services LLC

22.17K

Mar 31, 26

+15.38K

0.08%

FIFTH THIRD BANCORP

19.70K

Mar 31, 26

+15.87K

0.07%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

18.48K

Mar 31, 26

+3.78K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.87K

Mar 31, 26

+5.46K

0.07%

Cetera Investment Advisers

17.15K

Mar 31, 26

-3.80K

0.06%

Claro Advisors LLC

16.37K

Mar 31, 26

-3.19K

0.06%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

14.88K

Mar 31, 26

-6.60K

0.05%

SWMG, LLC

13.60K

Mar 31, 26

-738

0.05%

Creative Planning

13.23K

Mar 31, 26

-466

0.05%

Betterment LLC

13.06K

Mar 31, 26

+4.64K

0.05%

RPS ADVISORY SOLUTIONS LLC

11.63K

Mar 31, 26

+11.63K

0.04%

HRT FINANCIAL LP

11.37K

Mar 31, 26

+11.37K

0.04%

Intrua Financial, LLC

11.27K

Mar 31, 26

+1.62K

0.04%

M.E. ALLISON & CO., INC.

11.27K

Mar 31, 26

+1.71K

0.04%

CENTAURUS FINANCIAL, INC.

10.00K

Mar 31, 26

+10.00K

0.04%

DAYMARK WEALTH PARTNERS, LLC

9.61K

Mar 31, 26

-107

0.04%

Aptus Capital Advisors, LLC

8.53K

Mar 31, 26

+1.15K

0.03%

Octavia Wealth Advisors, LLC

7.81K

Mar 31, 26

+328

0.03%

Financial Guidance Group, Inc.

7.77K

Mar 31, 26

+1.14K

0.03%

IHT Wealth Management, LLC

7.72K

Mar 31, 26

-2.11K

0.03%

Cassaday & Co Wealth Management LLC

7.12K

Mar 31, 26

0.03%

Parallel Advisors, LLC

7.05K

Mar 31, 26

+33

0.03%

PLANNING DIRECTIONS INC

6.69K

Mar 31, 26

-243

0.02%

Sanctuary Advisors, LLC

6.69K

Mar 31, 26

-485

0.02%

HighTower Advisors, LLC

6.30K

Mar 31, 26

+50

0.02%

MONEY CONCEPTS CAPITAL CORP

6.28K

Mar 31, 26

0.02%

OneAscent Family Office, LLC

5.97K

Mar 31, 26

+1.35K

0.02%

MAI Capital Management

5.95K

Mar 31, 26

+2.17K

0.02%

BlackRock, Inc.

5.48K

Mar 31, 26

+5.48K

0.02%

Maridea Wealth Management LLC

5.29K

Mar 31, 26

-43.34K

0.02%

PRAIRIEVIEW WEALTH PARTNERS, LLC

5.01K

Mar 31, 26

-1.27K

0.02%

PRIVATE CLIENT SERVICES, LLC

5.00K

Mar 31, 26

+180

0.02%

JPMORGAN CHASE & CO

4.92K

Mar 31, 26

+4.92K

0.02%

MONECO Advisors, LLC

4.70K

Mar 31, 26

+4.70K

0.02%

Rockefeller Capital Management L.P.

4.40K

Mar 31, 26

-21.62K

0.02%

RFG Advisory, LLC

4.32K

Mar 31, 26

+4.32K

0.02%

Stirlingshire Investments, Inc.

4.29K

Mar 31, 26

0.02%

American Trust

4.00K

Mar 31, 26

-58

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.60K

Mar 31, 26

+2.36K

0.01%

CWM, LLC

2.47K

Mar 31, 26

0.01%

NewEdge Advisors, LLC

808

Mar 31, 26

-2.28K

0.00%

PRIVATE TRUST CO NA

697

Mar 31, 26

-757

0.00%

Sunbelt Securities, Inc.

590

Mar 31, 26

0.00%

Western Wealth Management, LLC

548

Mar 31, 26

+548

0.00%

Allworth Financial LP

394

Mar 31, 26

+394

0.00%

Larson Financial Group LLC

189

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

166

Mar 31, 26

0.00%

AE Wealth Management LLC

147

Mar 31, 26

-35

0.00%

HARBOUR INVESTMENTS, INC.

113

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-93

0.00%

Atlantic Edge Private Wealth Management, LLC

Mar 31, 26

+50

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

StoneX Group Inc.

Mar 31, 26

-5.83K

Elyxium Wealth, LLC

Mar 31, 26

-340

GREENUP STREET WEALTH MANAGEMENT LLC

Mar 31, 26

-7.59K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-5.74K

Russell Investments Group, Ltd.

Mar 31, 26

-1

COMERICA BANK

23.21K

Dec 31, 25

+23.21K

0.09%

Global Retirement Partners, LLC

644

Dec 31, 25

+644

0.00%

Masso Torrence Wealth Management Inc.

139.57K

Sep 30, 25

+8.16K

0.51%

Burt Wealth Advisors

7.71K

Sep 30, 25

-209

0.03%

CROWLEY WEALTH MANAGEMENT, INC.

280

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

58.17K

Jun 30, 25

-2.14K

0.21%

Horan Securities, Inc.

12.44K

Jun 30, 25

+796

0.05%

Congress Wealth Management LLC / DE /

10.45K

Jun 30, 25

-228

0.04%

AVANTAX ADVISORY SERVICES, INC.

3.98K

Jun 30, 25

+3.98K

0.01%

Horan Capital Advisors, LLC.

184.10K

Mar 31, 25

+15.08K

0.68%

Orion Portfolio Solutions, LLC

34.41K

Mar 31, 25

-7.39K

0.13%

Bison Wealth, LLC

5.44K

Dec 31, 24

-1.57K

0.02%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-3.94K

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-56.92K

Raymond James Financial Services Advisors, Inc.

194.63K

Sep 30, 24

+70.02K

0.72%

RAYMOND JAMES & ASSOCIATES

102.96K

Sep 30, 24

+14.82K

0.38%

Aspire Wealth Management Corp

8.76K

Sep 30, 24

+897

0.03%

Cetera Advisors LLC

37.73K

Mar 31, 24

+29.47K

0.14%

StrategIQ Financial Group, LLC

216.58K

Dec 31, 23

+48.09K

0.80%

FOCUS FINANCIAL NETWORK INC /ADV

23.22K

Dec 31, 23

+23.22K

0.09%

Windsor Group LTD

17.93K

Sep 30, 23

+7.22K

0.07%

Kistler-Tiffany Companies, LLC

1.37K

Jun 30, 23

+1.37K

0.01%

BerganKDV Wealth Management, LLC

Jun 30, 23

-632

American Portfolios Advisors

1.25K

Sep 30, 22

+1.25K

0.00%

NEXT Financial Group, Inc

Dec 31, 21

LADENBURG THALMANN FINANCIAL SERVICES INC.

182

Dec 31, 19

0.00%