VictoryShares Short-Term Bond ETF(USTB)

$50.45—Stale · unknown old

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VictoryShares Short-Term Bond ETF(USTB)

NASDAQ • Last print unknown ago

$50.45—Stale · unknown old

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USTB(USTB)

USTB

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Institutional Ownership

Top 203 Institutional Holders

Holder	Shares	Date	Change	% Held
VICTORY CAPITAL MANAGEMENT INC	5.53M	Jun 30, 26	+120.00K	11.41%
MORGAN STANLEY	2.96M	Jun 30, 26	+432.46K	6.11%
Merit Financial Group, LLC	2.94M	Jun 30, 26	+116.97K	6.07%
Go Invest LLC	2.34M	Jun 30, 26	+307.41K	4.83%
SHP Wealth Management	1.79M	Jun 30, 26	+537.16K	3.68%
BANK OF AMERICA CORP /DE/	1.74M	Jun 30, 26	+208.53K	3.59%
LPL Financial LLC	1.59M	Jun 30, 26	-12.96K	3.29%
Stonebridge Financial Group, LLC	927.20K	Jun 30, 26	+45.87K	1.91%
WELLS FARGO & COMPANY/MN	900.71K	Jun 30, 26	+688.81K	1.86%
Amplius Wealth Advisors, LLC	790.73K	Jun 30, 26	+57.40K	1.63%
RAYMOND JAMES FINANCIAL INC	699.42K	Jun 30, 26	+217.30K	1.44%
Private Advisor Group, LLC	587.30K	Jun 30, 26	+122.83K	1.21%
Broadway Wealth Solutions, Inc.	578.80K	Jun 30, 26	+18.85K	1.19%
Marquette Asset Management, LLC	550.45K	Jun 30, 26	+25.01K	1.14%
Capital Analysts, LLC	516.64K	Jun 30, 26	+107	1.07%
Waverly Advisors, LLC	474.98K	Jun 30, 26	+23.39K	0.98%
Janney Montgomery Scott LLC	464.32K	Jun 30, 26	+200.33K	0.96%
Evergreen Wealth Solutions, LLC	424.28K	Jun 30, 26	+32.21K	0.88%
MOTCO	379.99K	Jun 30, 26	+7.03K	0.78%
Winter & Associates, Inc.	355.62K	Jun 30, 26	+157.16K	0.73%
ERn Financial, LLC	349.66K	Jun 30, 26	+15.53K	0.72%
STIFEL FINANCIAL CORP	343.04K	Jun 30, 26	+35.41K	0.71%
Buckingham Strategic Partners	340.46K	Jun 30, 26	+147.45K	0.70%
Cornerstone Planning Group LLC	302.57K	Jun 30, 26	+9.73K	0.62%
StoryOne LLC	277.68K	Jun 30, 26	+277.68K	0.57%
Redhawk Wealth Advisors, Inc.	276.28K	Jun 30, 26	+11.50K	0.57%
ROYAL BANK OF CANADA	270.64K	Jun 30, 26	+36.33K	0.56%
Certified Advisory Corp	269.66K	Jun 30, 26	+37.69K	0.56%
HORAN Wealth, LLC	264.77K	Jun 30, 26	+2.39K	0.55%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	264.25K	Jun 30, 26	-1.35K	0.55%
Kirkwood Financial Services	258.89K	Jun 30, 26	+258.89K	0.53%
Integrated Wealth Concepts LLC	242.30K	Jun 30, 26	+35.83K	0.50%
Apella Capital, LLC	242.09K	Jun 30, 26	+22.07K	0.50%
TOTH FINANCIAL ADVISORY CORP	221.72K	Jun 30, 26	+11.21K	0.46%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	220.71K	Jun 30, 26	+218.11K	0.46%
ADVISOR GROUP HOLDINGS, INC.	218.06K	Jun 30, 26	-31.46K	0.45%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	217.00K	Jun 30, 26	+65.89K	0.45%
Steward Partners Investment Advisory, LLC	214.98K	Jun 30, 26	+34.56K	0.44%
Summit Financial, LLC	193.69K	Jun 30, 26	+2.08K	0.40%
COMMONWEALTH EQUITY SERVICES, LLC	182.66K	Jun 30, 26	-84.40K	0.38%
ADAPT WEALTH ADVISORS, LLC	182.66K	Jun 30, 26	-6.86K	0.38%
Pinnacle Wealth Management Group, Inc.	180.56K	Jun 30, 26	+1.79K	0.37%
ENVESTNET ASSET MANAGEMENT INC	171.90K	Jun 30, 26	+16.25K	0.35%
Cambridge Investment Research Advisors, Inc.	167.77K	Jun 30, 26	+17.79K	0.35%
AVAII WEALTH MANAGEMENT, LLC	159.76K	Jun 30, 26	+6.35K	0.33%
REDW Wealth LLC	157.49K	Jun 30, 26	+36.80K	0.33%
MML INVESTORS SERVICES, LLC	147.25K	Jun 30, 26	+24.41K	0.30%
Smith Thornton Advisors LLC	141.55K	Jun 30, 26	+10.24K	0.29%
Trademark Financial Management, LLC	131.81K	Jun 30, 26	+77.25K	0.27%
Quadcap Wealth Management, LLC	124.52K	Jun 30, 26	-3.87K	0.26%
Cetera Investment Advisers	120.47K	Jun 30, 26	+103.32K	0.25%
Midwest Capital Advisors, LLC	119.86K	Jun 30, 26	+8.29K	0.25%
Pine Valley Investments Ltd Liability Co	119.60K	Jun 30, 26	+3.04K	0.25%
UBS Group AG	119.37K	Jun 30, 26	-91.05K	0.25%
Darrow Company, Inc.	118.11K	Jun 30, 26	+4.23K	0.24%
Clarity Asset Management, Inc.	117.43K	Jun 30, 26	+5.48K	0.24%
Farther Finance Advisors, LLC	102.50K	Jun 30, 26	-14.36K	0.21%
Bensler, LLC	101.11K	Jun 30, 26	-12.72K	0.21%
Rooted Wealth Advisors, Inc.	98.44K	Jun 30, 26	+27.35K	0.20%
Equitable Holdings, Inc.	97.63K	Jun 30, 26	+21.34K	0.20%
CREATIVE FINANCIAL DESIGNS INC /ADV	97.53K	Jun 30, 26	-88.37K	0.20%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	94.79K	Jun 30, 26	+9.95K	0.20%
Allen Capital Group, LLC	90.05K	Jun 30, 26	+9.36K	0.19%
Kingsview Wealth Management, LLC	85.20K	Jun 30, 26	-1.65K	0.18%
Valmark Advisers, Inc.	84.06K	Jun 30, 26	+20.19K	0.17%
Tulsa Wealth Advisors, INC	75.59K	Jun 30, 26	+947	0.16%
Madison Wealth Partners, Inc	67.19K	Jun 30, 26	+8.15K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	66.44K	Jun 30, 26	+66.44K	0.14%
Patriot Financial Group Insurance Agency, LLC	66.23K	Jun 30, 26	-56.01K	0.14%
OneAscent Wealth Management LLC	64.76K	Jun 30, 26	+12.85K	0.13%
Bank of New York Mellon Corp	63.14K	Jun 30, 26	+17.47K	0.13%
Samalin Investment Counsel, LLC	54.97K	Jun 30, 26	-2.49K	0.11%
Comprehensive Wealth Management, LLC	47.91K	Jun 30, 26	+25.36K	0.10%
CITADEL ADVISORS LLC	47.90K	Jun 30, 26	-61.40K	0.10%
OPPENHEIMER & CO INC	45.39K	Jun 30, 26	+1.31K	0.09%
AMERIPRISE FINANCIAL INC	41.90K	Jun 30, 26	+41.90K	0.09%
Perigon Wealth Management, LLC	41.52K	Jun 30, 26	+12.42K	0.09%
Ameritas Advisory Services, LLC	41.35K	Jun 30, 26	+41.35K	0.09%
Lakeridge Wealth Management LLC	39.39K	Jun 30, 26	-22.20K	0.08%
Elk River Wealth Management, LLC	35.13K	Jun 30, 26	-3.58K	0.07%
AlphaCore Capital LLC	34.47K	Jun 30, 26	+34.47K	0.07%
FIFTH THIRD BANCORP	31.36K	Jun 30, 26	+11.66K	0.06%
FLAGSHIP HARBOR ADVISORS, LLC	29.78K	Jun 30, 26	+3.24K	0.06%
Miller Financial Services LLC	29.30K	Jun 30, 26	+7.13K	0.06%
Kestra Advisory Services, LLC	28.88K	Jun 30, 26	-522	0.06%
Wall Street Financial Group, Inc.	28.82K	Jun 30, 26	+28.82K	0.06%
Fundamentum, LLC	27.78K	Jun 30, 26	+3.32K	0.06%
SILVER OAK SECURITIES, INCORPORATED	25.95K	Jun 30, 26	+1.02K	0.05%
Axis Wealth Partners, LLC	25.57K	Jun 30, 26	-514	0.05%
Maridea Wealth Management LLC	24.13K	Jun 30, 26	+18.84K	0.05%
Advisory Services Network, LLC	23.38K	Jun 30, 26	-951	0.05%
Fiscal Wisdom Wealth Management, LLC	20.58K	Jun 30, 26	+20.58K	0.04%
Mariner, LLC	19.51K	Jun 30, 26	-7.71K	0.04%
Betterment LLC	18.87K	Jun 30, 26	+5.80K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	18.55K	Jun 30, 26	+689	0.04%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	18.49K	Jun 30, 26	+8	0.04%
Sigma Planning Corp	18.39K	Jun 30, 26	-5.63K	0.04%
Atria Investments, Inc	18.27K	Jun 30, 26	-8.68K	0.04%
CENTAURUS FINANCIAL, INC.	18.16K	Jun 30, 26	+8.16K	0.04%
Brinker Capital Investments, LLC	17.92K	Jun 30, 26	-4.83K	0.04%
Claro Advisors LLC	15.53K	Jun 30, 26	-848	0.03%
SWMG, LLC	13.39K	Jun 30, 26	-207	0.03%
JANE STREET GROUP, LLC	11.94K	Jun 30, 26	-446.67K	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11.84K	Jun 30, 26	-3.04K	0.02%
RPS ADVISORY SOLUTIONS LLC	11.55K	Jun 30, 26	-80	0.02%
M.E. ALLISON & CO., INC.	11.51K	Jun 30, 26	+245	0.02%
Sanctuary Advisors, LLC	11.25K	Jun 30, 26	+4.56K	0.02%
Aptus Capital Advisors, LLC	8.50K	Jun 30, 26	-33	0.02%
FLOW TRADERS U.S. LLC	8.47K	Jun 30, 26	-86.73K	0.02%
Octavia Wealth Advisors, LLC	8.37K	Jun 30, 26	+563	0.02%
Financial Guidance Group, Inc.	7.77K	Jun 30, 26	--	0.02%
Creative Planning	7.73K	Jun 30, 26	-5.50K	0.02%
OneAscent Family Office, LLC	7.51K	Jun 30, 26	+1.54K	0.02%
Integras Partners LLC	7.49K	Jun 30, 26	+7.49K	0.02%
Cassaday & Co Wealth Management LLC	7.12K	Jun 30, 26	--	0.01%
Parallel Advisors, LLC	7.10K	Jun 30, 26	+46	0.01%
PLANNING DIRECTIONS INC	6.77K	Jun 30, 26	+76	0.01%
DAYMARK WEALTH PARTNERS, LLC	6.47K	Jun 30, 26	-3.15K	0.01%
MONEY CONCEPTS CAPITAL CORP	6.00K	Jun 30, 26	-285	0.01%
MAI Capital Management	5.96K	Jun 30, 26	+20	0.01%
BlackRock, Inc.	5.81K	Jun 30, 26	+335	0.01%
Rockefeller Capital Management L.P.	5.71K	Jun 30, 26	+1.31K	0.01%
CHOREO, LLC	5.40K	Jun 30, 26	+5.40K	0.01%
PRAIRIEVIEW WEALTH PARTNERS, LLC	4.91K	Jun 30, 26	-108	0.01%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	4.81K	Jun 30, 26	+4.81K	0.01%
Intrua Financial, LLC	4.62K	Jun 30, 26	-6.65K	0.01%
Kestra Investment Management, LLC	4.59K	Jun 30, 26	+4.59K	0.01%
HRT FINANCIAL LP	4.57K	Jun 30, 26	-6.80K	0.01%
Stirlingshire Investments, Inc.	4.29K	Jun 30, 26	--	0.01%
Hilltop Holdings Inc.	4.02K	Jun 30, 26	+4.02K	0.01%
American Trust	3.99K	Jun 30, 26	-12	0.01%
AMERIFLEX GROUP, INC.	800	Jun 30, 26	+800	0.00%
PRIVATE TRUST CO NA	697	Jun 30, 26	--	0.00%
Atlantic Edge Private Wealth Management, LLC	435	Jun 30, 26	+385	0.00%
NBH Bank	428	Jun 30, 26	+428	0.00%
Modern Wealth Management, LLC	422	Jun 30, 26	+422	0.00%
Allworth Financial LP	394	Jun 30, 26	--	0.00%
AE Wealth Management LLC	391	Jun 30, 26	+244	0.00%
CULLEN/FROST BANKERS, INC.	367	Jun 30, 26	+367	0.00%
Signature Equity Partners, LLC	337	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	262	Jun 30, 26	+262	0.00%
IFG Advisory, LLC	205	Jun 30, 26	+205	0.00%
Larson Financial Group LLC	189	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	166	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	126	Jun 30, 26	+13	0.00%
JPMORGAN CHASE & CO	94	Jun 30, 26	-4.82K	0.00%
Rossby Financial, LCC	52	Jun 30, 26	+16	0.00%
Versant Capital Management, Inc	10	Jun 30, 26	--	0.00%
ASSETMARK, INC	5	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-548	--
MONECO Advisors, LLC	--	Jun 30, 26	-4.70K	--
Sonoma Allocations LLC	--	Jun 30, 26	-5.70K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-57.23K	--
IHT Wealth Management, LLC	--	Jun 30, 26	-7.72K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-55	--
RFG Advisory, LLC	--	Jun 30, 26	-4.32K	--
NewEdge Advisors, LLC	--	Jun 30, 26	-808	--
BlueStem Wealth Partners, LLC	--	Jun 30, 26	-221.22K	--
HighTower Advisors, LLC	--	Jun 30, 26	-6.30K	--
PRIVATE CLIENT SERVICES, LLC	--	Jun 30, 26	-5.00K	--
Merit Financial Group, LLC	2.82M	Mar 31, 26	+224.22K	5.83%
Marquette Asset Management, LLC	525.43K	Mar 31, 26	+8.58K	1.08%
RAYMOND JAMES FINANCIAL INC	482.12K	Mar 31, 26	+113.03K	1.00%
Evergreen Wealth Solutions, LLC	392.07K	Mar 31, 26	+175.53K	0.81%
TOTH FINANCIAL ADVISORY CORP	210.52K	Mar 31, 26	+19.74K	0.43%
CREATIVE FINANCIAL DESIGNS INC /ADV	185.91K	Mar 31, 26	+1.06K	0.38%
ENVESTNET ASSET MANAGEMENT INC	155.65K	Mar 31, 26	-11.27K	0.32%
Smith Thornton Advisors LLC	131.30K	Mar 31, 26	+6.82K	0.27%
FLOW TRADERS U.S. LLC	95.20K	Mar 31, 26	+86.56K	0.20%
Lakeridge Wealth Management LLC	61.59K	Mar 31, 26	-661	0.13%
HRT FINANCIAL LP	11.37K	Mar 31, 26	+11.37K	0.02%
PRIVATE CLIENT SERVICES, LLC	5.00K	Mar 31, 26	+180	0.01%
Rockefeller Capital Management L.P.	4.40K	Mar 31, 26	-21.62K	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%
Sunbelt Securities, Inc.	590	Mar 31, 26	--	0.00%
Atlantic Edge Private Wealth Management, LLC	50	Mar 31, 26	+50	0.00%
ASSETMARK, INC	5	Mar 31, 26	--	0.00%
COMERICA BANK	23.21K	Dec 31, 25	+23.21K	0.05%
Masso Torrence Wealth Management Inc.	139.57K	Sep 30, 25	+8.16K	0.29%
Burt Wealth Advisors	7.71K	Sep 30, 25	-209	0.02%
CROWLEY WEALTH MANAGEMENT, INC.	280	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	58.17K	Jun 30, 25	-2.14K	0.12%
Horan Securities, Inc.	12.44K	Jun 30, 25	+796	0.03%
Congress Wealth Management LLC / DE /	10.45K	Jun 30, 25	-228	0.02%
AVANTAX ADVISORY SERVICES, INC.	3.98K	Jun 30, 25	+3.98K	0.01%
Horan Capital Advisors, LLC.	184.10K	Mar 31, 25	+15.08K	0.38%
Orion Portfolio Solutions, LLC	34.41K	Mar 31, 25	-7.39K	0.07%
Bison Wealth, LLC	5.44K	Dec 31, 24	-1.57K	0.01%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-56.92K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-3.94K	--
Raymond James Financial Services Advisors, Inc.	194.63K	Sep 30, 24	+70.02K	0.40%
RAYMOND JAMES & ASSOCIATES	102.96K	Sep 30, 24	+14.82K	0.21%
Aspire Wealth Management Corp	8.76K	Sep 30, 24	+897	0.02%
Cetera Advisors LLC	37.73K	Mar 31, 24	+29.47K	0.08%
StrategIQ Financial Group, LLC	216.58K	Dec 31, 23	+48.09K	0.45%
FOCUS FINANCIAL NETWORK INC /ADV	23.22K	Dec 31, 23	+23.22K	0.05%
Windsor Group LTD	17.93K	Sep 30, 23	+7.22K	0.04%
Kistler-Tiffany Companies, LLC	1.37K	Jun 30, 23	+1.37K	0.00%
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

VICTORY CAPITAL MANAGEMENT INC

5.53M

Jun 30, 26

+120.00K

11.41%

MORGAN STANLEY

2.96M

Jun 30, 26

+432.46K

6.11%

Merit Financial Group, LLC

2.94M

Jun 30, 26

+116.97K

6.07%

Go Invest LLC

2.34M

Jun 30, 26

+307.41K

4.83%

SHP Wealth Management

1.79M

Jun 30, 26

+537.16K

3.68%

BANK OF AMERICA CORP /DE/

1.74M

Jun 30, 26

+208.53K

3.59%

LPL Financial LLC

1.59M

Jun 30, 26

-12.96K

3.29%

Stonebridge Financial Group, LLC

927.20K

Jun 30, 26

+45.87K

1.91%

WELLS FARGO & COMPANY/MN

900.71K

Jun 30, 26

+688.81K

1.86%

Amplius Wealth Advisors, LLC

790.73K

Jun 30, 26

+57.40K

1.63%

RAYMOND JAMES FINANCIAL INC

699.42K

Jun 30, 26

+217.30K

1.44%

Private Advisor Group, LLC

587.30K

Jun 30, 26

+122.83K

1.21%

Broadway Wealth Solutions, Inc.

578.80K

Jun 30, 26

+18.85K

1.19%

Marquette Asset Management, LLC

550.45K

Jun 30, 26

+25.01K

1.14%

Capital Analysts, LLC

516.64K

Jun 30, 26

+107

1.07%

Waverly Advisors, LLC

474.98K

Jun 30, 26

+23.39K

0.98%

Janney Montgomery Scott LLC

464.32K

Jun 30, 26

+200.33K

0.96%

Evergreen Wealth Solutions, LLC

424.28K

Jun 30, 26

+32.21K

0.88%

MOTCO

379.99K

Jun 30, 26

+7.03K

0.78%

Winter & Associates, Inc.

355.62K

Jun 30, 26

+157.16K

0.73%

ERn Financial, LLC

349.66K

Jun 30, 26

+15.53K

0.72%

STIFEL FINANCIAL CORP

343.04K

Jun 30, 26

+35.41K

0.71%

Buckingham Strategic Partners

340.46K

Jun 30, 26

+147.45K

0.70%

Cornerstone Planning Group LLC

302.57K

Jun 30, 26

+9.73K

0.62%

StoryOne LLC

277.68K

Jun 30, 26

+277.68K

0.57%

Redhawk Wealth Advisors, Inc.

276.28K

Jun 30, 26

+11.50K

0.57%

ROYAL BANK OF CANADA

270.64K

Jun 30, 26

+36.33K

0.56%

Certified Advisory Corp

269.66K

Jun 30, 26

+37.69K

0.56%

HORAN Wealth, LLC

264.77K

Jun 30, 26

+2.39K

0.55%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

264.25K

Jun 30, 26

-1.35K

0.55%

Kirkwood Financial Services

258.89K

Jun 30, 26

+258.89K

0.53%

Integrated Wealth Concepts LLC

242.30K

Jun 30, 26

+35.83K

0.50%

Apella Capital, LLC

242.09K

Jun 30, 26

+22.07K

0.50%

TOTH FINANCIAL ADVISORY CORP

221.72K

Jun 30, 26

+11.21K

0.46%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

220.71K

Jun 30, 26

+218.11K

0.46%

ADVISOR GROUP HOLDINGS, INC.

218.06K

Jun 30, 26

-31.46K

0.45%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

217.00K

Jun 30, 26

+65.89K

0.45%

Steward Partners Investment Advisory, LLC

214.98K

Jun 30, 26

+34.56K

0.44%

Summit Financial, LLC

193.69K

Jun 30, 26

+2.08K

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

182.66K

Jun 30, 26

-84.40K

0.38%

ADAPT WEALTH ADVISORS, LLC

182.66K

Jun 30, 26

-6.86K

0.38%

Pinnacle Wealth Management Group, Inc.

180.56K

Jun 30, 26

+1.79K

0.37%

ENVESTNET ASSET MANAGEMENT INC

171.90K

Jun 30, 26

+16.25K

0.35%

Cambridge Investment Research Advisors, Inc.

167.77K

Jun 30, 26

+17.79K

0.35%

AVAII WEALTH MANAGEMENT, LLC

159.76K

Jun 30, 26

+6.35K

0.33%

REDW Wealth LLC

157.49K

Jun 30, 26

+36.80K

0.33%

MML INVESTORS SERVICES, LLC

147.25K

Jun 30, 26

+24.41K

0.30%

Smith Thornton Advisors LLC

141.55K

Jun 30, 26

+10.24K

0.29%

Trademark Financial Management, LLC

131.81K

Jun 30, 26

+77.25K

0.27%

Quadcap Wealth Management, LLC

124.52K

Jun 30, 26

-3.87K

0.26%

Cetera Investment Advisers

120.47K

Jun 30, 26

+103.32K

0.25%

Midwest Capital Advisors, LLC

119.86K

Jun 30, 26

+8.29K

0.25%

Pine Valley Investments Ltd Liability Co

119.60K

Jun 30, 26

+3.04K

0.25%

UBS Group AG

119.37K

Jun 30, 26

-91.05K

0.25%

Darrow Company, Inc.

118.11K

Jun 30, 26

+4.23K

0.24%

Clarity Asset Management, Inc.

117.43K

Jun 30, 26

+5.48K

0.24%

Farther Finance Advisors, LLC

102.50K

Jun 30, 26

-14.36K

0.21%

Bensler, LLC

101.11K

Jun 30, 26

-12.72K

0.21%

Rooted Wealth Advisors, Inc.

98.44K

Jun 30, 26

+27.35K

0.20%

Equitable Holdings, Inc.

97.63K

Jun 30, 26

+21.34K

0.20%

CREATIVE FINANCIAL DESIGNS INC /ADV

97.53K

Jun 30, 26

-88.37K

0.20%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

94.79K

Jun 30, 26

+9.95K

0.20%

Allen Capital Group, LLC

90.05K

Jun 30, 26

+9.36K

0.19%

Kingsview Wealth Management, LLC

85.20K

Jun 30, 26

-1.65K

0.18%

Valmark Advisers, Inc.

84.06K

Jun 30, 26

+20.19K

0.17%

Tulsa Wealth Advisors, INC

75.59K

Jun 30, 26

+947

0.16%

Madison Wealth Partners, Inc

67.19K

Jun 30, 26

+8.15K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

66.44K

Jun 30, 26

+66.44K

0.14%

Patriot Financial Group Insurance Agency, LLC

66.23K

Jun 30, 26

-56.01K

0.14%

OneAscent Wealth Management LLC

64.76K

Jun 30, 26

+12.85K

0.13%

Bank of New York Mellon Corp

63.14K

Jun 30, 26

+17.47K

0.13%

Samalin Investment Counsel, LLC

54.97K

Jun 30, 26

-2.49K

0.11%

Comprehensive Wealth Management, LLC

47.91K

Jun 30, 26

+25.36K

0.10%

CITADEL ADVISORS LLC

47.90K

Jun 30, 26

-61.40K

0.10%

OPPENHEIMER & CO INC

45.39K

Jun 30, 26

+1.31K

0.09%

AMERIPRISE FINANCIAL INC

41.90K

Jun 30, 26

+41.90K

0.09%

Perigon Wealth Management, LLC

41.52K

Jun 30, 26

+12.42K

0.09%

Ameritas Advisory Services, LLC

41.35K

Jun 30, 26

+41.35K

0.09%

Lakeridge Wealth Management LLC

39.39K

Jun 30, 26

-22.20K

0.08%

Elk River Wealth Management, LLC

35.13K

Jun 30, 26

-3.58K

0.07%

AlphaCore Capital LLC

34.47K

Jun 30, 26

+34.47K

0.07%

FIFTH THIRD BANCORP

31.36K

Jun 30, 26

+11.66K

0.06%

FLAGSHIP HARBOR ADVISORS, LLC

29.78K

Jun 30, 26

+3.24K

0.06%

Miller Financial Services LLC

29.30K

Jun 30, 26

+7.13K

0.06%

Kestra Advisory Services, LLC

28.88K

Jun 30, 26

-522

0.06%

Wall Street Financial Group, Inc.

28.82K

Jun 30, 26

+28.82K

0.06%

Fundamentum, LLC

27.78K

Jun 30, 26

+3.32K

0.06%

SILVER OAK SECURITIES, INCORPORATED

25.95K

Jun 30, 26

+1.02K

0.05%

Axis Wealth Partners, LLC

25.57K

Jun 30, 26

-514

0.05%

Maridea Wealth Management LLC

24.13K

Jun 30, 26

+18.84K

0.05%

Advisory Services Network, LLC

23.38K

Jun 30, 26

-951

0.05%

Fiscal Wisdom Wealth Management, LLC

20.58K

Jun 30, 26

+20.58K

0.04%

Mariner, LLC

19.51K

Jun 30, 26

-7.71K

0.04%

Betterment LLC

18.87K

Jun 30, 26

+5.80K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

18.55K

Jun 30, 26

+689

0.04%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

18.49K

Jun 30, 26

0.04%

Sigma Planning Corp

18.39K

Jun 30, 26

-5.63K

0.04%

Atria Investments, Inc

18.27K

Jun 30, 26

-8.68K

0.04%

CENTAURUS FINANCIAL, INC.

18.16K

Jun 30, 26

+8.16K

0.04%

Brinker Capital Investments, LLC

17.92K

Jun 30, 26

-4.83K

0.04%

Claro Advisors LLC

15.53K

Jun 30, 26

-848

0.03%

SWMG, LLC

13.39K

Jun 30, 26

-207

0.03%

JANE STREET GROUP, LLC

11.94K

Jun 30, 26

-446.67K

0.02%

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

11.84K

Jun 30, 26

-3.04K

0.02%

RPS ADVISORY SOLUTIONS LLC

11.55K

Jun 30, 26

-80

0.02%

M.E. ALLISON & CO., INC.

11.51K

Jun 30, 26

+245

0.02%

Sanctuary Advisors, LLC

11.25K

Jun 30, 26

+4.56K

0.02%

Aptus Capital Advisors, LLC

8.50K

Jun 30, 26

-33

0.02%

FLOW TRADERS U.S. LLC

8.47K

Jun 30, 26

-86.73K

0.02%

Octavia Wealth Advisors, LLC

8.37K

Jun 30, 26

+563

0.02%

Financial Guidance Group, Inc.

7.77K

Jun 30, 26

0.02%

Creative Planning

7.73K

Jun 30, 26

-5.50K

0.02%

OneAscent Family Office, LLC

7.51K

Jun 30, 26

+1.54K

0.02%

Integras Partners LLC

7.49K

Jun 30, 26

+7.49K

0.02%

Cassaday & Co Wealth Management LLC

7.12K

Jun 30, 26

0.01%

Parallel Advisors, LLC

7.10K

Jun 30, 26

+46

0.01%

PLANNING DIRECTIONS INC

6.77K

Jun 30, 26

+76

0.01%

DAYMARK WEALTH PARTNERS, LLC

6.47K

Jun 30, 26

-3.15K

0.01%

MONEY CONCEPTS CAPITAL CORP

6.00K

Jun 30, 26

-285

0.01%

MAI Capital Management

5.96K

Jun 30, 26

+20

0.01%

BlackRock, Inc.

5.81K

Jun 30, 26

+335

0.01%

Rockefeller Capital Management L.P.

5.71K

Jun 30, 26

+1.31K

0.01%

CHOREO, LLC

5.40K

Jun 30, 26

+5.40K

0.01%

PRAIRIEVIEW WEALTH PARTNERS, LLC

4.91K

Jun 30, 26

-108

0.01%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

4.81K

Jun 30, 26

+4.81K

0.01%

Intrua Financial, LLC

4.62K

Jun 30, 26

-6.65K

0.01%

Kestra Investment Management, LLC

4.59K

Jun 30, 26

+4.59K

0.01%

HRT FINANCIAL LP

4.57K

Jun 30, 26

-6.80K

0.01%

Stirlingshire Investments, Inc.

4.29K

Jun 30, 26

0.01%

Hilltop Holdings Inc.

4.02K

Jun 30, 26

+4.02K

0.01%

American Trust

3.99K

Jun 30, 26

-12

0.01%

AMERIFLEX GROUP, INC.

800

Jun 30, 26

+800

0.00%

PRIVATE TRUST CO NA

697

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

435

Jun 30, 26

+385

0.00%

NBH Bank

428

Jun 30, 26

+428

0.00%

Modern Wealth Management, LLC

422

Jun 30, 26

+422

0.00%

Allworth Financial LP

394

Jun 30, 26

0.00%

AE Wealth Management LLC

391

Jun 30, 26

+244

0.00%

CULLEN/FROST BANKERS, INC.

367

Jun 30, 26

+367

0.00%

Signature Equity Partners, LLC

337

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

262

Jun 30, 26

+262

0.00%

IFG Advisory, LLC

205

Jun 30, 26

+205

0.00%

Larson Financial Group LLC

189

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

166

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

126

Jun 30, 26

+13

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

-4.82K

0.00%

Rossby Financial, LCC

Jun 30, 26

+16

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-548

MONECO Advisors, LLC

Jun 30, 26

-4.70K

Sonoma Allocations LLC

Jun 30, 26

-5.70K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-57.23K

IHT Wealth Management, LLC

Jun 30, 26

-7.72K

CoreCap Advisors, LLC

Jun 30, 26

-55

RFG Advisory, LLC

Jun 30, 26

-4.32K

NewEdge Advisors, LLC

Jun 30, 26

-808

BlueStem Wealth Partners, LLC

Jun 30, 26

-221.22K

HighTower Advisors, LLC

Jun 30, 26

-6.30K

PRIVATE CLIENT SERVICES, LLC

Jun 30, 26

-5.00K

Merit Financial Group, LLC

2.82M

Mar 31, 26

+224.22K

5.83%

Marquette Asset Management, LLC

525.43K

Mar 31, 26

+8.58K

1.08%

RAYMOND JAMES FINANCIAL INC

482.12K

Mar 31, 26

+113.03K

1.00%

Evergreen Wealth Solutions, LLC

392.07K

Mar 31, 26

+175.53K

0.81%

TOTH FINANCIAL ADVISORY CORP

210.52K

Mar 31, 26

+19.74K

0.43%

CREATIVE FINANCIAL DESIGNS INC /ADV

185.91K

Mar 31, 26

+1.06K

0.38%

ENVESTNET ASSET MANAGEMENT INC

155.65K

Mar 31, 26

-11.27K

0.32%

Smith Thornton Advisors LLC

131.30K

Mar 31, 26

+6.82K

0.27%

FLOW TRADERS U.S. LLC

95.20K

Mar 31, 26

+86.56K

0.20%

Lakeridge Wealth Management LLC

61.59K

Mar 31, 26

-661

0.13%

HRT FINANCIAL LP

11.37K

Mar 31, 26

+11.37K

0.02%

PRIVATE CLIENT SERVICES, LLC

5.00K

Mar 31, 26

+180

0.01%

Rockefeller Capital Management L.P.

4.40K

Mar 31, 26

-21.62K

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%

Sunbelt Securities, Inc.

590

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

Mar 31, 26

+50

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

COMERICA BANK

23.21K

Dec 31, 25

+23.21K

0.05%

Masso Torrence Wealth Management Inc.

139.57K

Sep 30, 25

+8.16K

0.29%

Burt Wealth Advisors

7.71K

Sep 30, 25

-209

0.02%

CROWLEY WEALTH MANAGEMENT, INC.

280

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

58.17K

Jun 30, 25

-2.14K

0.12%

Horan Securities, Inc.

12.44K

Jun 30, 25

+796

0.03%

Congress Wealth Management LLC / DE /

10.45K

Jun 30, 25

-228

0.02%

AVANTAX ADVISORY SERVICES, INC.

3.98K

Jun 30, 25

+3.98K

0.01%

Horan Capital Advisors, LLC.

184.10K

Mar 31, 25

+15.08K

0.38%

Orion Portfolio Solutions, LLC

34.41K

Mar 31, 25

-7.39K

0.07%

Bison Wealth, LLC

5.44K

Dec 31, 24

-1.57K

0.01%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-56.92K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-3.94K

Raymond James Financial Services Advisors, Inc.

194.63K

Sep 30, 24

+70.02K

0.40%

RAYMOND JAMES & ASSOCIATES

102.96K

Sep 30, 24

+14.82K

0.21%

Aspire Wealth Management Corp

8.76K

Sep 30, 24

+897

0.02%

Cetera Advisors LLC

37.73K

Mar 31, 24

+29.47K

0.08%

StrategIQ Financial Group, LLC

216.58K

Dec 31, 23

+48.09K

0.45%

FOCUS FINANCIAL NETWORK INC /ADV

23.22K

Dec 31, 23

+23.22K

0.05%

Windsor Group LTD

17.93K

Sep 30, 23

+7.22K

0.04%

Kistler-Tiffany Companies, LLC

1.37K

Jun 30, 23

+1.37K

0.00%

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%