iShares ESG Aware MSCI USA ETF(USXF)

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iShares ESG Aware MSCI USA ETF(USXF)

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$68.48—

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USXF(USXF)

USXF

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

Institutional Ownership

Top 329 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	2.79M	Mar 31, 26	+119.63K	12.49%
BlackRock, Inc.	2.37M	Mar 31, 26	+40.23K	10.63%
LPL Financial LLC	970.06K	Mar 31, 26	+72.14K	4.35%
SEI INVESTMENTS CO	876.09K	Mar 31, 26	+45.55K	3.93%
JPMORGAN CHASE & CO	520.92K	Mar 31, 26	+19.97K	2.33%
Envestnet Portfolio Solutions, Inc.	518.56K	Mar 31, 26	-7.13K	2.32%
MACKENZIE FINANCIAL CORP	371.88K	Mar 31, 26	+13.95K	1.67%
PARK AVENUE SECURITIES LLC	310.26K	Mar 31, 26	+4.77K	1.39%
Allworth Financial LP	290.02K	Mar 31, 26	+2.47K	1.30%
Cetera Investment Advisers	232.25K	Mar 31, 26	+3.67K	1.04%
Apella Capital, LLC	229.22K	Mar 31, 26	+229.22K	1.03%
Financial Connections Group, Inc.	227.79K	Mar 31, 26	-13.89K	1.02%
MML INVESTORS SERVICES, LLC	165.10K	Mar 31, 26	-17.98K	0.74%
SPINNAKER TRUST	155.96K	Mar 31, 26	-4.61K	0.70%
MORGAN STANLEY	137.11K	Mar 31, 26	+16.45K	0.61%
WELLS FARGO & COMPANY/MN	133.77K	Mar 31, 26	+15.66K	0.60%
ROYAL BANK OF CANADA	131.21K	Mar 31, 26	-50.76K	0.59%
RAYMOND JAMES FINANCIAL INC	129.64K	Mar 31, 26	+9.73K	0.58%
REGATTA CAPITAL GROUP, LLC	126.78K	Mar 31, 26	+7.72K	0.57%
Cerity Partners LLC	106.08K	Mar 31, 26	+21.88K	0.48%
Balanced Rock Investment Advisor	104.10K	Mar 31, 26	+1.51K	0.47%
BANK OF AMERICA CORP /DE/	103.80K	Mar 31, 26	+246	0.47%
Adviser Investments LLC	100.46K	Mar 31, 26	-4.16K	0.45%
Janney Montgomery Scott LLC	96.47K	Mar 31, 26	+569	0.43%
Beacon Pointe Advisors, LLC	95.91K	Mar 31, 26	+61.06K	0.43%
Pathstone Holdings, LLC	93.97K	Mar 31, 26	+32.26K	0.42%
Decker Retirement Planning Inc.	93.41K	Mar 31, 26	+10.18K	0.42%
Archer Investment Management, LLC	85.84K	Mar 31, 26	+77.87K	0.38%
THRIVENT FINANCIAL FOR LUTHERANS	81.96K	Mar 31, 26	-2.02K	0.37%
ASSETMARK, INC	78.75K	Mar 31, 26	+1.22K	0.35%
Mirae Asset Global Investments Co., Ltd.	77.30K	Mar 31, 26	-12.70K	0.35%
SOFI WEALTH, LLC	73.47K	Mar 31, 26	+14.62K	0.33%
One Wealth Advisors, LLC	72.19K	Mar 31, 26	-2.36K	0.32%
Avise Financial Cooperative, Inc.	71.45K	Mar 31, 26	+5.89K	0.32%
Accredited Investors Inc.	70.65K	Mar 31, 26	-1.45K	0.32%
Walkner Condon Financial Advisors LLC	69.42K	Mar 31, 26	+897	0.31%
Atwater Malick LLC	68.22K	Mar 31, 26	--	0.31%
ADVISOR GROUP HOLDINGS, INC.	67.31K	Mar 31, 26	-1.52K	0.30%
GOLDMAN SACHS GROUP INC	66.46K	Mar 31, 26	-12.53K	0.30%
GenWealth Group, Inc.	64.97K	Mar 31, 26	+1.41K	0.29%
Integrated Wealth Concepts LLC	62.84K	Mar 31, 26	+40.13K	0.28%
Cambridge Investment Research Advisors, Inc.	59.41K	Mar 31, 26	-1.33K	0.27%
Optas, LLC	58.26K	Mar 31, 26	+24.49K	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	57.62K	Mar 31, 26	+4.15K	0.26%
NewEdge Advisors, LLC	55.87K	Mar 31, 26	+8.83K	0.25%
Modern Wealth Management, LLC	55.71K	Mar 31, 26	+20.18K	0.25%
Sanctuary Advisors, LLC	53.62K	Mar 31, 26	+979	0.24%
CGC Financial Services, LLC	53.27K	Mar 31, 26	-2.64K	0.24%
Ally Invest Advisors Inc.	51.56K	Mar 31, 26	+470	0.23%
GeoWealth Management, LLC	50.60K	Mar 31, 26	+896	0.23%
Highland Financial Advisors, LLC	48.20K	Mar 31, 26	+5.15K	0.22%
Invera Wealth Advisors, LLC	47.90K	Mar 31, 26	-47.88K	0.21%
Clearstead Advisors, LLC	45.75K	Mar 31, 26	+45.75K	0.21%
Opes Wealth Management LLC	45.27K	Mar 31, 26	--	0.20%
Brinker Capital Investments, LLC	44.84K	Mar 31, 26	-5.65K	0.20%
Horst & Graben Wealth Management LLC	42.66K	Mar 31, 26	-868	0.19%
GOULD ASSET MANAGEMENT LLC /CA/	42.55K	Mar 31, 26	+1.58K	0.19%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	41.17K	Mar 31, 26	-207	0.18%
Equitable Holdings, Inc.	41.16K	Mar 31, 26	-440	0.18%
Equita Financial Network, Inc.	40.68K	Mar 31, 26	-1.90K	0.18%
Bank of New York Mellon Corp	39.03K	Mar 31, 26	+5.83K	0.17%
Sharkey, Howes & Javer	38.69K	Mar 31, 26	-239	0.17%
WILEY BROS.-AINTREE CAPITAL, LLC	38.47K	Mar 31, 26	+14.56K	0.17%
Stratos Wealth Partners, LTD.	38.11K	Mar 31, 26	-1.20K	0.17%
Skyline Advisors, Inc.	37.59K	Mar 31, 26	+2.67K	0.17%
Merit Financial Group, LLC	36.75K	Mar 31, 26	+11.78K	0.16%
AMARA FINANCIAL, LLC.	35.69K	Mar 31, 26	+9.16K	0.16%
Perigon Wealth Management, LLC	35.69K	Mar 31, 26	+3.13K	0.16%
Steward Partners Investment Advisory, LLC	35.67K	Mar 31, 26	-2.87K	0.16%
Values Added Financial LLC	34.90K	Mar 31, 26	+7.29K	0.16%
Haverford Trust Co	34.48K	Mar 31, 26	+15	0.15%
Kestra Advisory Services, LLC	33.15K	Mar 31, 26	+4.12K	0.15%
SUMMIT WEALTH GROUP LLC / CO	31.05K	Mar 31, 26	+176	0.14%
SigFig Wealth Management, LLC	29.59K	Mar 31, 26	-640.67K	0.13%
Catalytic Wealth RIA, LLC	29.45K	Mar 31, 26	+2.39K	0.13%
AMERIPRISE FINANCIAL INC	29.25K	Mar 31, 26	+8.94K	0.13%
TD Waterhouse Canada Inc.	28.41K	Mar 31, 26	--	0.13%
MAI Capital Management	26.55K	Mar 31, 26	+1.65K	0.12%
Magnus Financial Group LLC	26.49K	Mar 31, 26	-1.32K	0.12%
VERITY Wealth Advisors	26.24K	Mar 31, 26	+205	0.12%
CWM, LLC	25.81K	Mar 31, 26	+4.40K	0.12%
Farther Finance Advisors, LLC	23.92K	Mar 31, 26	+1.38K	0.11%
Diversified Trust Co	22.71K	Mar 31, 26	+80	0.10%
RKL Wealth Management LLC	21.69K	Mar 31, 26	+48	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.49K	Mar 31, 26	+1.32K	0.10%
National Wealth Management Group, LLC	21.19K	Mar 31, 26	+4.09K	0.09%
Capital Investment Advisors, LLC	20.98K	Mar 31, 26	-346	0.09%
Shotwell Rutter Baer Inc	20.77K	Mar 31, 26	+299	0.09%
Sandbox Financial Partners, LLC	20.16K	Mar 31, 26	-1.14K	0.09%
Investor's Fiduciary Advisor Network, LLC	19.83K	Mar 31, 26	-20	0.09%
Capital Analysts, LLC	19.27K	Mar 31, 26	+13.94K	0.09%
MA Private Wealth	19.17K	Mar 31, 26	--	0.09%
MGO ONE SEVEN LLC	18.36K	Mar 31, 26	+346	0.08%
Aufman Associates Inc	18.19K	Mar 31, 26	+1.60K	0.08%
Creative Planning	17.40K	Mar 31, 26	-240	0.08%
Perennial Investment Advisors, LLC	16.87K	Mar 31, 26	+670	0.08%
Stewardship Advisors, LLC	16.66K	Mar 31, 26	+494	0.07%
HighTower Advisors, LLC	16.50K	Mar 31, 26	-1.06K	0.07%
Gateway Wealth Partners, LLC	16.25K	Mar 31, 26	+11.15K	0.07%
SAGESPRING WEALTH PARTNERS, LLC	15.38K	Mar 31, 26	+325	0.07%
RFG Advisory, LLC	15.21K	Mar 31, 26	-24	0.07%
Concurrent Investment Advisors, LLC	15.07K	Mar 31, 26	+2.95K	0.07%
Central Pacific Bank - Trust Division	14.90K	Mar 31, 26	--	0.07%
Pine Harbor Wealth Management, LLC	14.63K	Mar 31, 26	-378	0.07%
Wealth Alliance	14.62K	Mar 31, 26	+40	0.07%
Pensionmark Financial Group, LLC	14.30K	Mar 31, 26	+36	0.06%
Regal Investment Advisors LLC	13.87K	Mar 31, 26	-435	0.06%
JONES FINANCIAL COMPANIES LLLP	13.77K	Mar 31, 26	+6.65K	0.06%
Snowden Capital Advisors LLC	13.57K	Mar 31, 26	-307	0.06%
Aptus Capital Advisors, LLC	13.05K	Mar 31, 26	-183	0.06%
Savvy Advisors, Inc.	12.56K	Mar 31, 26	+5.51K	0.06%
Ameritas Advisory Services, LLC	12.55K	Mar 31, 26	+273	0.06%
COLDSTREAM CAPITAL MANAGEMENT INC	11.91K	Mar 31, 26	--	0.05%
UBS Group AG	11.88K	Mar 31, 26	+2.17K	0.05%
JMG Financial Group, Ltd.	11.63K	Mar 31, 26	--	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	11.62K	Mar 31, 26	-5.85K	0.05%
FLPUTNAM INVESTMENT MANAGEMENT CO	11.59K	Mar 31, 26	-487	0.05%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11.49K	Mar 31, 26	-45	0.05%
eCIO, Inc.	11.35K	Mar 31, 26	-787	0.05%
Van Hulzen Asset Management, LLC	11.32K	Mar 31, 26	--	0.05%
Mariner, LLC	11.25K	Mar 31, 26	-5.53K	0.05%
DIVERSIFY WEALTH MANAGEMENT, LLC	11.01K	Mar 31, 26	+3.34K	0.05%
Private Advisor Group, LLC	10.56K	Mar 31, 26	+2.80K	0.05%
CoreCap Advisors, LLC	10.49K	Mar 31, 26	-1.10K	0.05%
ONE WEALTH CAPITAL MANAGEMENT, LLC	9.97K	Mar 31, 26	+199	0.04%
Brookstone Capital Management	9.91K	Mar 31, 26	+9.91K	0.04%
CreativeOne Wealth, LLC	9.75K	Mar 31, 26	-448	0.04%
Keystone Financial Services	9.74K	Mar 31, 26	+19	0.04%
Patriot Financial Group Insurance Agency, LLC	9.66K	Mar 31, 26	+4.79K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.52K	Mar 31, 26	-14.34K	0.04%
Atria Investments, Inc	9.37K	Mar 31, 26	+749	0.04%
LifePlan Investment Advisors, Inc.	9.29K	Mar 31, 26	-159	0.04%
Advisory Services Network, LLC	9.29K	Mar 31, 26	+116	0.04%
Valmark Advisers, Inc.	9.11K	Mar 31, 26	+1.12K	0.04%
RCS Financial Planning, LLC	8.84K	Mar 31, 26	-14	0.04%
WEALTHGARDEN F.S. LLC	8.80K	Mar 31, 26	+49	0.04%
West Wealth Group, LLC	8.57K	Mar 31, 26	-1.62K	0.04%
F/M Investments LLC	8.46K	Mar 31, 26	-2.48K	0.04%
Crew Capital Management, Ltd.	8.46K	Mar 31, 26	-2.48K	0.04%
WIN ADVISORS, INC	8.32K	Mar 31, 26	+8.32K	0.04%
LIFELONG WEALTH ADVISORS, INC.	8.32K	Mar 31, 26	-33	0.04%
EverSource Wealth Advisors, LLC	8.23K	Mar 31, 26	+290	0.04%
THEORY FINANCIAL LLC	8.22K	Mar 31, 26	-30	0.04%
Sound View Wealth Advisors Group, LLC	8.19K	Mar 31, 26	-25	0.04%
ALESCO ADVISORS LLC	8.09K	Mar 31, 26	+1.70K	0.04%
ENDEAVOR PRIVATE WEALTH, INC.	7.93K	Mar 31, 26	+2.53K	0.04%
HARBOUR INVESTMENTS, INC.	7.90K	Mar 31, 26	+3.53K	0.04%
AGF MANAGEMENT LTD	7.80K	Mar 31, 26	-600	0.03%
Sage Financial Management Group, Inc.	7.65K	Mar 31, 26	--	0.03%
KWB Wealth	7.57K	Mar 31, 26	-600	0.03%
Resources Investment Advisors, LLC.	7.53K	Mar 31, 26	+311	0.03%
Hoxton Planning & Management, LLC	7.41K	Mar 31, 26	+1.21K	0.03%
Attessa Capital LLC	7.35K	Mar 31, 26	-496	0.03%
Curtis Advisory Group, LLC	7.22K	Mar 31, 26	+888	0.03%
EQ LLC	7.13K	Mar 31, 26	+674	0.03%
MBE Wealth Management, LLC	7.02K	Mar 31, 26	-1.54K	0.03%
Cornerstone Planning Group LLC	6.95K	Mar 31, 26	+6.49K	0.03%
Tortoise Investment Management, LLC	6.93K	Mar 31, 26	+15	0.03%
Spectrum Planning & Advisory Services Inc.	6.82K	Mar 31, 26	-370	0.03%
Tempus Wealth Planning, LLC	6.54K	Mar 31, 26	-126	0.03%
BEACON FINANCIAL GROUP	6.51K	Mar 31, 26	+383	0.03%
PENOBSCOT WEALTH MANAGEMENT	6.49K	Mar 31, 26	+539	0.03%
CORA CAPITAL ADVISORS LLC	6.45K	Mar 31, 26	--	0.03%
US BANCORP \DE\	6.44K	Mar 31, 26	-853	0.03%
STIFEL FINANCIAL CORP	6.34K	Mar 31, 26	-256	0.03%
Alpha Financial Advisors, LLC	6.02K	Mar 31, 26	+13	0.03%
Physician Wealth Advisors, Inc.	5.98K	Mar 31, 26	-2.48K	0.03%
Milestone Investment Advisors LLC	5.74K	Mar 31, 26	-9	0.03%
Venturi Wealth Management, LLC	5.74K	Mar 31, 26	-5.14K	0.03%
Strategic Blueprint, LLC	5.65K	Mar 31, 26	+138	0.03%
Oregon Pacific Wealth Management, LLC	5.53K	Mar 31, 26	-392	0.02%
Keel Point, LLC	5.47K	Mar 31, 26	--	0.02%
Maia Wealth LLC	5.42K	Mar 31, 26	-1.60K	0.02%
Elmwood Wealth Management, Inc.	5.32K	Mar 31, 26	--	0.02%
Trilogy Capital Inc.	5.28K	Mar 31, 26	+865	0.02%
Capital Asset Advisory Services LLC	5.26K	Mar 31, 26	+334	0.02%
NORTHLAND SECURITIES, INC.	5.26K	Mar 31, 26	--	0.02%
ZACKS INVESTMENT MANAGEMENT	5.21K	Mar 31, 26	--	0.02%
WBH ADVISORY INC	5.18K	Mar 31, 26	-37	0.02%
Miracle Mile Advisors, LLC	5.16K	Mar 31, 26	--	0.02%
Goldstein Advisors, LLC	5.12K	Mar 31, 26	-63	0.02%
Ascent Group, LLC	5.09K	Mar 31, 26	-11	0.02%
Centurion Wealth Management LLC	5.04K	Mar 31, 26	-106	0.02%
Cypress Wealth Services, LLC	5.04K	Mar 31, 26	+962	0.02%
FFT WEALTH MANAGEMENT LLC	4.99K	Mar 31, 26	+4.99K	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.97K	Mar 31, 26	+339	0.02%
WARNER FINANCIAL, INC	4.92K	Mar 31, 26	+11	0.02%
Traveka Wealth, LLC	4.89K	Mar 31, 26	+435	0.02%
U.S. Capital Wealth Advisors, LLC	4.87K	Mar 31, 26	--	0.02%
Fundamentum, LLC	4.83K	Mar 31, 26	-390	0.02%
Gen-Wealth Partners Inc	4.62K	Mar 31, 26	+154	0.02%
Colony Group, LLC	4.58K	Mar 31, 26	+704	0.02%
Northern Capital Management, Inc.	4.46K	Mar 31, 26	--	0.02%
Bison Wealth, LLC	4.43K	Mar 31, 26	--	0.02%
Apollon Wealth Management, LLC	4.42K	Mar 31, 26	-167	0.02%
ArborFi Advisors, LLC	4.22K	Mar 31, 26	+4.22K	0.02%
Sovereign Financial Group, Inc.	4.09K	Mar 31, 26	--	0.02%
JB Capital LLC	3.95K	Mar 31, 26	-149	0.02%
Focus Financial Network, Inc.	3.94K	Mar 31, 26	+137	0.02%
AIRE ADVISORS, LLC	3.93K	Mar 31, 26	+8	0.02%
Braun-Bostich & Associates Inc.	3.92K	Mar 31, 26	-9	0.02%
SAX WEALTH ADVISORS, LLC	3.89K	Mar 31, 26	--	0.02%
Madison Wealth Partners, Inc	3.87K	Mar 31, 26	--	0.02%
Wall Street Financial Group, Inc.	3.87K	Mar 31, 26	-94	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	3.83K	Mar 31, 26	+3.83K	0.02%
FMR LLC	3.82K	Mar 31, 26	+151	0.02%
Rockefeller Capital Management L.P.	3.76K	Mar 31, 26	+1	0.02%
Sovran Advisors, LLC	3.75K	Mar 31, 26	-182	0.02%
Pallas Capital Advisors LLC	3.71K	Mar 31, 26	-282	0.02%
Advyzon Investment Management, LLC	3.70K	Mar 31, 26	+3.70K	0.02%
Rehmann Capital Advisory Group	3.67K	Mar 31, 26	+6	0.02%
CI Private Wealth, LLC	3.63K	Mar 31, 26	+9	0.02%
Kestra Investment Management, LLC	3.63K	Mar 31, 26	+53	0.02%
AE Wealth Management LLC	3.54K	Mar 31, 26	-653	0.02%
NATIONAL BANK OF CANADA /FI/	3.50K	Mar 31, 26	+1.80K	0.02%
Acropolis Investment Management, LLC	3.40K	Mar 31, 26	+3.40K	0.02%
Financial Gravity Asset Management, Inc.	3.11K	Mar 31, 26	+19	0.01%
Rossby Financial, LCC	2.81K	Mar 31, 26	+911	0.01%
Federation des caisses Desjardins du Quebec	2.78K	Mar 31, 26	-388.20K	0.01%
RAELIPSKIE PARTNERSHIP	2.40K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.35K	Mar 31, 26	-7.29K	0.01%
JFS WEALTH ADVISORS, LLC	2.19K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	1.93K	Mar 31, 26	+1.93K	0.01%
Wagner Wealth Management, LLC	1.92K	Mar 31, 26	+4	0.01%
Western Wealth Management, LLC	1.92K	Mar 31, 26	+1.92K	0.01%
Transamerica Financial Advisors, Inc.	1.76K	Mar 31, 26	+759	0.01%
Hanson & Doremus Investment Management	1.69K	Mar 31, 26	-67	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	1.60K	Mar 31, 26	+1.60K	0.01%
Archer Investment Corp	1.46K	Mar 31, 26	+1	0.01%
Rossmore Private Capital	1.40K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	1.06K	Mar 31, 26	+1.06K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	1.02K	Mar 31, 26	+39	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	998	Mar 31, 26	+19	0.00%
VANGUARD ADVISERS INC	932	Mar 31, 26	+932	0.00%
Dunhill Financial, LLC	907	Mar 31, 26	--	0.00%
Investors Research Corp	839	Mar 31, 26	+290	0.00%
NBC SECURITIES, INC.	825	Mar 31, 26	--	0.00%
BIRCHBROOK, INC.	814	Mar 31, 26	--	0.00%
Triumph Capital Management	803	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	795	Mar 31, 26	+80	0.00%
NBT BANK N A /NY	662	Mar 31, 26	+604	0.00%
CVA Family Office, LLC	526	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	492	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	469	Mar 31, 26	--	0.00%
IFP Advisors, Inc	383	Mar 31, 26	+269	0.00%
WealthShield Partners, LLC	299	Mar 31, 26	+3	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	282	Mar 31, 26	-25	0.00%
Kilter Group LLC	261	Mar 31, 26	+13	0.00%
Kennebec Savings Bank	260	Mar 31, 26	+260	0.00%
Clarity Asset Management, Inc.	243	Mar 31, 26	-578	0.00%
Morton Brown Family Wealth, LLC	216	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	209	Mar 31, 26	+209	0.00%
WOLFF WIESE MAGANA LLC	160	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	130	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	111	Mar 31, 26	-7.35K	0.00%
Parallel Advisors, LLC	107	Mar 31, 26	--	0.00%
Abound Wealth Management	50	Mar 31, 26	--	0.00%
Larson Financial Group LLC	47	Mar 31, 26	--	0.00%
Atlantic Edge Private Wealth Management, LLC	45	Mar 31, 26	--	0.00%
Raleigh Capital Management Inc.	23	Mar 31, 26	+23	0.00%
FIRST NATIONAL TRUST CO	--	Mar 31, 26	-3.52K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-8.75K	--
Wealth Group Ltd	--	Mar 31, 26	-3.57K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-211	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-4.93K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-4.57K	--
BESSEMER GROUP INC	--	Mar 31, 26	-1.26K	--
Insight Wealth Strategies, LLC	--	Mar 31, 26	-3.67K	--
Sigma Planning Corp	--	Mar 31, 26	-3.57K	--
Dana Investment Advisors, Inc.	--	Mar 31, 26	-8.65K	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-421	--
HALBERT HARGROVE GLOBAL ADVISORS, LLC	--	Mar 31, 26	-30.76K	--
Buttonwood Financial Group, LLC	--	Mar 31, 26	-3.59K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-921	--
One Capital Management, LLC	--	Mar 31, 26	-4.06K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-10.03K	--
Betterment LLC	--	Mar 31, 26	-6.54K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-224	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-5.39K	--
Clarius Group, LLC	22.66K	Dec 31, 25	+4	0.10%
Austin Private Wealth, LLC	20.47K	Dec 31, 25	-588	0.09%
COMERICA BANK	1.99K	Dec 31, 25	-121	0.01%
Global Retirement Partners, LLC	1.85K	Dec 31, 25	-724	0.01%
CIBC Private Wealth Group, LLC	1.19K	Dec 31, 25	+1.19K	0.01%
Litman Gregory Wealth Management LLC	407	Dec 31, 25	+407	0.00%
SageView Advisory Group, LLC	60	Dec 31, 25	+60	0.00%
TUCKER ASSET MANAGEMENT LLC	33	Dec 31, 25	+33	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.77K	--
Financial Advisors, LLC	59.53K	Sep 30, 25	+13	0.27%
Copperleaf Capital, LLC	7.95K	Sep 30, 25	-6.25K	0.04%
Bristlecone Advisors, LLC	--	Sep 30, 25	-6	--
AVANTAX ADVISORY SERVICES, INC.	35.08K	Jun 30, 25	-3.72K	0.16%
Elios Financial Group Inc.	29.98K	Jun 30, 25	-6.22K	0.13%
Congress Wealth Management LLC / DE /	21.27K	Jun 30, 25	+7.13K	0.10%
DOHJ, LLC	21.23K	Jun 30, 25	-15.94K	0.10%
Atria Wealth Solutions, Inc.	20.71K	Jun 30, 25	-109.82K	0.09%
First Horizon Advisors, Inc.	11.58K	Jun 30, 25	+450	0.05%
My Legacy Advisors, LLC	5.03K	Jun 30, 25	-3.18K	0.02%
Financial Gravity Companies, Inc.	3.17K	Jun 30, 25	+3.17K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.72K	Jun 30, 25	+1.72K	0.01%
Capital A Wealth Management, LLC	--	Jun 30, 25	-873	--
Orion Portfolio Solutions, LLC	47.35K	Mar 31, 25	+47.35K	0.21%
Wade Financial Advisory, Inc	14.56K	Mar 31, 25	+2.24K	0.07%
Marcum Wealth, LLC	11.61K	Mar 31, 25	+24	0.05%
Monterey Private Wealth, Inc.	4.57K	Mar 31, 25	-2.26K	0.02%
HART & PATTERSON FINANCIAL GROUP LLC	23.62K	Dec 31, 24	+27	0.11%
Maiden Cove Capital, LLC	10.68K	Dec 31, 24	-1.66K	0.05%
Sugarloaf Wealth Management, LLC	210	Dec 31, 24	-4.59K	0.00%
Raymond James Financial Services Advisors, Inc.	11.34K	Sep 30, 24	-955	0.05%
RAYMOND JAMES & ASSOCIATES	9.08K	Sep 30, 24	+2.27K	0.04%
CONCENTRIC WEALTH MANAGEMENT, LLC	4.73K	Sep 30, 24	+13	0.02%
FinTrust Capital Advisors, LLC	1.85K	Sep 30, 24	--	0.01%
BlackRock Inc.	2.69M	Jun 30, 24	+12.55K	12.07%
TCWP LLC	25.54K	Jun 30, 24	-369	0.11%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.07K	Jun 30, 24	+1.07K	0.00%
Crestone Asset Management LLC	60.11K	Mar 31, 24	+2.35K	0.27%
Cetera Advisor Networks LLC	48.60K	Mar 31, 24	+488	0.22%
Cetera Advisors LLC	46.22K	Mar 31, 24	+21.93K	0.21%
WEALTHSOURCE PARTNERS, LLC	44.70K	Dec 31, 23	-3.70K	0.20%
DFPG INVESTMENTS, LLC	30.97K	Dec 31, 23	-2.44K	0.14%
COMERICA SECURITIES,INC.	8.65K	Sep 30, 23	-606	0.04%
55I, LLC	380.71K	Sep 30, 22	-12.10K	1.71%
Ashfield Capital Partners, LLC	43.90K	Sep 30, 22	-10.90K	0.20%
American Portfolios Advisors	8.75K	Sep 30, 22	-1.01K	0.04%
Danda Trouve Investment Management, Inc.	193	Sep 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-3.82K	--
Karn, Couzens & Associates, Inc.	5.93K	Mar 31, 22	-482	0.03%
NEXT Financial Group, Inc	8.24K	Dec 31, 21	+5.20K	0.04%
Carroll Financial Associates, Inc.	5.19K	Dec 31, 21	--	0.02%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

2.79M

Mar 31, 26

+119.63K

12.49%

BlackRock, Inc.

2.37M

Mar 31, 26

+40.23K

10.63%

LPL Financial LLC

970.06K

Mar 31, 26

+72.14K

4.35%

SEI INVESTMENTS CO

876.09K

Mar 31, 26

+45.55K

3.93%

JPMORGAN CHASE & CO

520.92K

Mar 31, 26

+19.97K

2.33%

Envestnet Portfolio Solutions, Inc.

518.56K

Mar 31, 26

-7.13K

2.32%

MACKENZIE FINANCIAL CORP

371.88K

Mar 31, 26

+13.95K

1.67%

PARK AVENUE SECURITIES LLC

310.26K

Mar 31, 26

+4.77K

1.39%

Allworth Financial LP

290.02K

Mar 31, 26

+2.47K

1.30%

Cetera Investment Advisers

232.25K

Mar 31, 26

+3.67K

1.04%

Apella Capital, LLC

229.22K

Mar 31, 26

+229.22K

1.03%

Financial Connections Group, Inc.

227.79K

Mar 31, 26

-13.89K

1.02%

MML INVESTORS SERVICES, LLC

165.10K

Mar 31, 26

-17.98K

0.74%

SPINNAKER TRUST

155.96K

Mar 31, 26

-4.61K

0.70%

MORGAN STANLEY

137.11K

Mar 31, 26

+16.45K

0.61%

WELLS FARGO & COMPANY/MN

133.77K

Mar 31, 26

+15.66K

0.60%

ROYAL BANK OF CANADA

131.21K

Mar 31, 26

-50.76K

0.59%

RAYMOND JAMES FINANCIAL INC

129.64K

Mar 31, 26

+9.73K

0.58%

REGATTA CAPITAL GROUP, LLC

126.78K

Mar 31, 26

+7.72K

0.57%

Cerity Partners LLC

106.08K

Mar 31, 26

+21.88K

0.48%

Balanced Rock Investment Advisor

104.10K

Mar 31, 26

+1.51K

0.47%

BANK OF AMERICA CORP /DE/

103.80K

Mar 31, 26

+246

0.47%

Adviser Investments LLC

100.46K

Mar 31, 26

-4.16K

0.45%

Janney Montgomery Scott LLC

96.47K

Mar 31, 26

+569

0.43%

Beacon Pointe Advisors, LLC

95.91K

Mar 31, 26

+61.06K

0.43%

Pathstone Holdings, LLC

93.97K

Mar 31, 26

+32.26K

0.42%

Decker Retirement Planning Inc.

93.41K

Mar 31, 26

+10.18K

0.42%

Archer Investment Management, LLC

85.84K

Mar 31, 26

+77.87K

0.38%

THRIVENT FINANCIAL FOR LUTHERANS

81.96K

Mar 31, 26

-2.02K

0.37%

ASSETMARK, INC

78.75K

Mar 31, 26

+1.22K

0.35%

Mirae Asset Global Investments Co., Ltd.

77.30K

Mar 31, 26

-12.70K

0.35%

SOFI WEALTH, LLC

73.47K

Mar 31, 26

+14.62K

0.33%

One Wealth Advisors, LLC

72.19K

Mar 31, 26

-2.36K

0.32%

Avise Financial Cooperative, Inc.

71.45K

Mar 31, 26

+5.89K

0.32%

Accredited Investors Inc.

70.65K

Mar 31, 26

-1.45K

0.32%

Walkner Condon Financial Advisors LLC

69.42K

Mar 31, 26

+897

0.31%

Atwater Malick LLC

68.22K

Mar 31, 26

0.31%

ADVISOR GROUP HOLDINGS, INC.

67.31K

Mar 31, 26

-1.52K

0.30%

GOLDMAN SACHS GROUP INC

66.46K

Mar 31, 26

-12.53K

0.30%

GenWealth Group, Inc.

64.97K

Mar 31, 26

+1.41K

0.29%

Integrated Wealth Concepts LLC

62.84K

Mar 31, 26

+40.13K

0.28%

Cambridge Investment Research Advisors, Inc.

59.41K

Mar 31, 26

-1.33K

0.27%

Optas, LLC

58.26K

Mar 31, 26

+24.49K

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

57.62K

Mar 31, 26

+4.15K

0.26%

NewEdge Advisors, LLC

55.87K

Mar 31, 26

+8.83K

0.25%

Modern Wealth Management, LLC

55.71K

Mar 31, 26

+20.18K

0.25%

Sanctuary Advisors, LLC

53.62K

Mar 31, 26

+979

0.24%

CGC Financial Services, LLC

53.27K

Mar 31, 26

-2.64K

0.24%

Ally Invest Advisors Inc.

51.56K

Mar 31, 26

+470

0.23%

GeoWealth Management, LLC

50.60K

Mar 31, 26

+896

0.23%

Highland Financial Advisors, LLC

48.20K

Mar 31, 26

+5.15K

0.22%

Invera Wealth Advisors, LLC

47.90K

Mar 31, 26

-47.88K

0.21%

Clearstead Advisors, LLC

45.75K

Mar 31, 26

+45.75K

0.21%

Opes Wealth Management LLC

45.27K

Mar 31, 26

0.20%

Brinker Capital Investments, LLC

44.84K

Mar 31, 26

-5.65K

0.20%

Horst & Graben Wealth Management LLC

42.66K

Mar 31, 26

-868

0.19%

GOULD ASSET MANAGEMENT LLC /CA/

42.55K

Mar 31, 26

+1.58K

0.19%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

41.17K

Mar 31, 26

-207

0.18%

Equitable Holdings, Inc.

41.16K

Mar 31, 26

-440

0.18%

Equita Financial Network, Inc.

40.68K

Mar 31, 26

-1.90K

0.18%

Bank of New York Mellon Corp

39.03K

Mar 31, 26

+5.83K

0.17%

Sharkey, Howes & Javer

38.69K

Mar 31, 26

-239

0.17%

WILEY BROS.-AINTREE CAPITAL, LLC

38.47K

Mar 31, 26

+14.56K

0.17%

Stratos Wealth Partners, LTD.

38.11K

Mar 31, 26

-1.20K

0.17%

Skyline Advisors, Inc.

37.59K

Mar 31, 26

+2.67K

0.17%

Merit Financial Group, LLC

36.75K

Mar 31, 26

+11.78K

0.16%

AMARA FINANCIAL, LLC.

35.69K

Mar 31, 26

+9.16K

0.16%

Perigon Wealth Management, LLC

35.69K

Mar 31, 26

+3.13K

0.16%

Steward Partners Investment Advisory, LLC

35.67K

Mar 31, 26

-2.87K

0.16%

Values Added Financial LLC

34.90K

Mar 31, 26

+7.29K

0.16%

Haverford Trust Co

34.48K

Mar 31, 26

+15

0.15%

Kestra Advisory Services, LLC

33.15K

Mar 31, 26

+4.12K

0.15%

SUMMIT WEALTH GROUP LLC / CO

31.05K

Mar 31, 26

+176

0.14%

SigFig Wealth Management, LLC

29.59K

Mar 31, 26

-640.67K

0.13%

Catalytic Wealth RIA, LLC

29.45K

Mar 31, 26

+2.39K

0.13%

AMERIPRISE FINANCIAL INC

29.25K

Mar 31, 26

+8.94K

0.13%

TD Waterhouse Canada Inc.

28.41K

Mar 31, 26

0.13%

MAI Capital Management

26.55K

Mar 31, 26

+1.65K

0.12%

Magnus Financial Group LLC

26.49K

Mar 31, 26

-1.32K

0.12%

VERITY Wealth Advisors

26.24K

Mar 31, 26

+205

0.12%

CWM, LLC

25.81K

Mar 31, 26

+4.40K

0.12%

Farther Finance Advisors, LLC

23.92K

Mar 31, 26

+1.38K

0.11%

Diversified Trust Co

22.71K

Mar 31, 26

+80

0.10%

RKL Wealth Management LLC

21.69K

Mar 31, 26

+48

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21.49K

Mar 31, 26

+1.32K

0.10%

National Wealth Management Group, LLC

21.19K

Mar 31, 26

+4.09K

0.09%

Capital Investment Advisors, LLC

20.98K

Mar 31, 26

-346

0.09%

Shotwell Rutter Baer Inc

20.77K

Mar 31, 26

+299

0.09%

Sandbox Financial Partners, LLC

20.16K

Mar 31, 26

-1.14K

0.09%

Investor's Fiduciary Advisor Network, LLC

19.83K

Mar 31, 26

-20

0.09%

Capital Analysts, LLC

19.27K

Mar 31, 26

+13.94K

0.09%

MA Private Wealth

19.17K

Mar 31, 26

0.09%

MGO ONE SEVEN LLC

18.36K

Mar 31, 26

+346

0.08%

Aufman Associates Inc

18.19K

Mar 31, 26

+1.60K

0.08%

Creative Planning

17.40K

Mar 31, 26

-240

0.08%

Perennial Investment Advisors, LLC

16.87K

Mar 31, 26

+670

0.08%

Stewardship Advisors, LLC

16.66K

Mar 31, 26

+494

0.07%

HighTower Advisors, LLC

16.50K

Mar 31, 26

-1.06K

0.07%

Gateway Wealth Partners, LLC

16.25K

Mar 31, 26

+11.15K

0.07%

SAGESPRING WEALTH PARTNERS, LLC

15.38K

Mar 31, 26

+325

0.07%

RFG Advisory, LLC

15.21K

Mar 31, 26

-24

0.07%

Concurrent Investment Advisors, LLC

15.07K

Mar 31, 26

+2.95K

0.07%

Central Pacific Bank - Trust Division

14.90K

Mar 31, 26

0.07%

Pine Harbor Wealth Management, LLC

14.63K

Mar 31, 26

-378

0.07%

Wealth Alliance

14.62K

Mar 31, 26

+40

0.07%

Pensionmark Financial Group, LLC

14.30K

Mar 31, 26

+36

0.06%

Regal Investment Advisors LLC

13.87K

Mar 31, 26

-435

0.06%

JONES FINANCIAL COMPANIES LLLP

13.77K

Mar 31, 26

+6.65K

0.06%

Snowden Capital Advisors LLC

13.57K

Mar 31, 26

-307

0.06%

Aptus Capital Advisors, LLC

13.05K

Mar 31, 26

-183

0.06%

Savvy Advisors, Inc.

12.56K

Mar 31, 26

+5.51K

0.06%

Ameritas Advisory Services, LLC

12.55K

Mar 31, 26

+273

0.06%

COLDSTREAM CAPITAL MANAGEMENT INC

11.91K

Mar 31, 26

0.05%

UBS Group AG

11.88K

Mar 31, 26

+2.17K

0.05%

JMG Financial Group, Ltd.

11.63K

Mar 31, 26

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

11.62K

Mar 31, 26

-5.85K

0.05%

FLPUTNAM INVESTMENT MANAGEMENT CO

11.59K

Mar 31, 26

-487

0.05%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

11.49K

Mar 31, 26

-45

0.05%

eCIO, Inc.

11.35K

Mar 31, 26

-787

0.05%

Van Hulzen Asset Management, LLC

11.32K

Mar 31, 26

0.05%

Mariner, LLC

11.25K

Mar 31, 26

-5.53K

0.05%

DIVERSIFY WEALTH MANAGEMENT, LLC

11.01K

Mar 31, 26

+3.34K

0.05%

Private Advisor Group, LLC

10.56K

Mar 31, 26

+2.80K

0.05%

CoreCap Advisors, LLC

10.49K

Mar 31, 26

-1.10K

0.05%

ONE WEALTH CAPITAL MANAGEMENT, LLC

9.97K

Mar 31, 26

+199

0.04%

Brookstone Capital Management

9.91K

Mar 31, 26

+9.91K

0.04%

CreativeOne Wealth, LLC

9.75K

Mar 31, 26

-448

0.04%

Keystone Financial Services

9.74K

Mar 31, 26

+19

0.04%

Patriot Financial Group Insurance Agency, LLC

9.66K

Mar 31, 26

+4.79K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.52K

Mar 31, 26

-14.34K

0.04%

Atria Investments, Inc

9.37K

Mar 31, 26

+749

0.04%

LifePlan Investment Advisors, Inc.

9.29K

Mar 31, 26

-159

0.04%

Advisory Services Network, LLC

9.29K

Mar 31, 26

+116

0.04%

Valmark Advisers, Inc.

9.11K

Mar 31, 26

+1.12K

0.04%

RCS Financial Planning, LLC

8.84K

Mar 31, 26

-14

0.04%

WEALTHGARDEN F.S. LLC

8.80K

Mar 31, 26

+49

0.04%

West Wealth Group, LLC

8.57K

Mar 31, 26

-1.62K

0.04%

F/M Investments LLC

8.46K

Mar 31, 26

-2.48K

0.04%

Crew Capital Management, Ltd.

8.46K

Mar 31, 26

-2.48K

0.04%

WIN ADVISORS, INC

8.32K

Mar 31, 26

+8.32K

0.04%

LIFELONG WEALTH ADVISORS, INC.

8.32K

Mar 31, 26

-33

0.04%

EverSource Wealth Advisors, LLC

8.23K

Mar 31, 26

+290

0.04%

THEORY FINANCIAL LLC

8.22K

Mar 31, 26

-30

0.04%

Sound View Wealth Advisors Group, LLC

8.19K

Mar 31, 26

-25

0.04%

ALESCO ADVISORS LLC

8.09K

Mar 31, 26

+1.70K

0.04%

ENDEAVOR PRIVATE WEALTH, INC.

7.93K

Mar 31, 26

+2.53K

0.04%

HARBOUR INVESTMENTS, INC.

7.90K

Mar 31, 26

+3.53K

0.04%

AGF MANAGEMENT LTD

7.80K

Mar 31, 26

-600

0.03%

Sage Financial Management Group, Inc.

7.65K

Mar 31, 26

0.03%

KWB Wealth

7.57K

Mar 31, 26

-600

0.03%

Resources Investment Advisors, LLC.

7.53K

Mar 31, 26

+311

0.03%

Hoxton Planning & Management, LLC

7.41K

Mar 31, 26

+1.21K

0.03%

Attessa Capital LLC

7.35K

Mar 31, 26

-496

0.03%

Curtis Advisory Group, LLC

7.22K

Mar 31, 26

+888

0.03%

EQ LLC

7.13K

Mar 31, 26

+674

0.03%

MBE Wealth Management, LLC

7.02K

Mar 31, 26

-1.54K

0.03%

Cornerstone Planning Group LLC

6.95K

Mar 31, 26

+6.49K

0.03%

Tortoise Investment Management, LLC

6.93K

Mar 31, 26

+15

0.03%

Spectrum Planning & Advisory Services Inc.

6.82K

Mar 31, 26

-370

0.03%

Tempus Wealth Planning, LLC

6.54K

Mar 31, 26

-126

0.03%

BEACON FINANCIAL GROUP

6.51K

Mar 31, 26

+383

0.03%

PENOBSCOT WEALTH MANAGEMENT

6.49K

Mar 31, 26

+539

0.03%

CORA CAPITAL ADVISORS LLC

6.45K

Mar 31, 26

0.03%

US BANCORP \DE\

6.44K

Mar 31, 26

-853

0.03%

STIFEL FINANCIAL CORP

6.34K

Mar 31, 26

-256

0.03%

Alpha Financial Advisors, LLC

6.02K

Mar 31, 26

+13

0.03%

Physician Wealth Advisors, Inc.

5.98K

Mar 31, 26

-2.48K

0.03%

Milestone Investment Advisors LLC

5.74K

Mar 31, 26

-9

0.03%

Venturi Wealth Management, LLC

5.74K

Mar 31, 26

-5.14K

0.03%

Strategic Blueprint, LLC

5.65K

Mar 31, 26

+138

0.03%

Oregon Pacific Wealth Management, LLC

5.53K

Mar 31, 26

-392

0.02%

Keel Point, LLC

5.47K

Mar 31, 26

0.02%

Maia Wealth LLC

5.42K

Mar 31, 26

-1.60K

0.02%

Elmwood Wealth Management, Inc.

5.32K

Mar 31, 26

0.02%

Trilogy Capital Inc.

5.28K

Mar 31, 26

+865

0.02%

Capital Asset Advisory Services LLC

5.26K

Mar 31, 26

+334

0.02%

NORTHLAND SECURITIES, INC.

5.26K

Mar 31, 26

0.02%

ZACKS INVESTMENT MANAGEMENT

5.21K

Mar 31, 26

0.02%

WBH ADVISORY INC

5.18K

Mar 31, 26

-37

0.02%

Miracle Mile Advisors, LLC

5.16K

Mar 31, 26

0.02%

Goldstein Advisors, LLC

5.12K

Mar 31, 26

-63

0.02%

Ascent Group, LLC

5.09K

Mar 31, 26

-11

0.02%

Centurion Wealth Management LLC

5.04K

Mar 31, 26

-106

0.02%

Cypress Wealth Services, LLC

5.04K

Mar 31, 26

+962

0.02%

FFT WEALTH MANAGEMENT LLC

4.99K

Mar 31, 26

+4.99K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.97K

Mar 31, 26

+339

0.02%

WARNER FINANCIAL, INC

4.92K

Mar 31, 26

+11

0.02%

Traveka Wealth, LLC

4.89K

Mar 31, 26

+435

0.02%

U.S. Capital Wealth Advisors, LLC

4.87K

Mar 31, 26

0.02%

Fundamentum, LLC

4.83K

Mar 31, 26

-390

0.02%

Gen-Wealth Partners Inc

4.62K

Mar 31, 26

+154

0.02%

Colony Group, LLC

4.58K

Mar 31, 26

+704

0.02%

Northern Capital Management, Inc.

4.46K

Mar 31, 26

0.02%

Bison Wealth, LLC

4.43K

Mar 31, 26

0.02%

Apollon Wealth Management, LLC

4.42K

Mar 31, 26

-167

0.02%

ArborFi Advisors, LLC

4.22K

Mar 31, 26

+4.22K

0.02%

Sovereign Financial Group, Inc.

4.09K

Mar 31, 26

0.02%

JB Capital LLC

3.95K

Mar 31, 26

-149

0.02%

Focus Financial Network, Inc.

3.94K

Mar 31, 26

+137

0.02%

AIRE ADVISORS, LLC

3.93K

Mar 31, 26

0.02%

Braun-Bostich & Associates Inc.

3.92K

Mar 31, 26

-9

0.02%

SAX WEALTH ADVISORS, LLC

3.89K

Mar 31, 26

0.02%

Madison Wealth Partners, Inc

3.87K

Mar 31, 26

0.02%

Wall Street Financial Group, Inc.

3.87K

Mar 31, 26

-94

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

3.83K

Mar 31, 26

+3.83K

0.02%

FMR LLC

3.82K

Mar 31, 26

+151

0.02%

Rockefeller Capital Management L.P.

3.76K

Mar 31, 26

0.02%

Sovran Advisors, LLC

3.75K

Mar 31, 26

-182

0.02%

Pallas Capital Advisors LLC

3.71K

Mar 31, 26

-282

0.02%

Advyzon Investment Management, LLC

3.70K

Mar 31, 26

+3.70K

0.02%

Rehmann Capital Advisory Group

3.67K

Mar 31, 26

0.02%

CI Private Wealth, LLC

3.63K

Mar 31, 26

0.02%

Kestra Investment Management, LLC

3.63K

Mar 31, 26

+53

0.02%

AE Wealth Management LLC

3.54K

Mar 31, 26

-653

0.02%

NATIONAL BANK OF CANADA /FI/

3.50K

Mar 31, 26

+1.80K

0.02%

Acropolis Investment Management, LLC

3.40K

Mar 31, 26

+3.40K

0.02%

Financial Gravity Asset Management, Inc.

3.11K

Mar 31, 26

+19

0.01%

Rossby Financial, LCC

2.81K

Mar 31, 26

+911

0.01%

Federation des caisses Desjardins du Quebec

2.78K

Mar 31, 26

-388.20K

0.01%

RAELIPSKIE PARTNERSHIP

2.40K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.35K

Mar 31, 26

-7.29K

0.01%

JFS WEALTH ADVISORS, LLC

2.19K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

1.93K

Mar 31, 26

+1.93K

0.01%

Wagner Wealth Management, LLC

1.92K

Mar 31, 26

0.01%

Western Wealth Management, LLC

1.92K

Mar 31, 26

+1.92K

0.01%

Transamerica Financial Advisors, Inc.

1.76K

Mar 31, 26

+759

0.01%

Hanson & Doremus Investment Management

1.69K

Mar 31, 26

-67

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

1.60K

Mar 31, 26

+1.60K

0.01%

Archer Investment Corp

1.46K

Mar 31, 26

0.01%

Rossmore Private Capital

1.40K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

1.06K

Mar 31, 26

+1.06K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.02K

Mar 31, 26

+39

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

998

Mar 31, 26

+19

0.00%

VANGUARD ADVISERS INC

932

Mar 31, 26

+932

0.00%

Dunhill Financial, LLC

907

Mar 31, 26

0.00%

Investors Research Corp

839

Mar 31, 26

+290

0.00%

NBC SECURITIES, INC.

825

Mar 31, 26

0.00%

BIRCHBROOK, INC.

814

Mar 31, 26

0.00%

Triumph Capital Management

803

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

795

Mar 31, 26

+80

0.00%

NBT BANK N A /NY

662

Mar 31, 26

+604

0.00%

CVA Family Office, LLC

526

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

492

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

469

Mar 31, 26

0.00%

IFP Advisors, Inc

383

Mar 31, 26

+269

0.00%

WealthShield Partners, LLC

299

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

282

Mar 31, 26

-25

0.00%

Kilter Group LLC

261

Mar 31, 26

+13

0.00%

Kennebec Savings Bank

260

Mar 31, 26

+260

0.00%

Clarity Asset Management, Inc.

243

Mar 31, 26

-578

0.00%

Morton Brown Family Wealth, LLC

216

Mar 31, 26

0.00%

MATHER GROUP, LLC.

209

Mar 31, 26

+209

0.00%

WOLFF WIESE MAGANA LLC

160

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

130

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

111

Mar 31, 26

-7.35K

0.00%

Parallel Advisors, LLC

107

Mar 31, 26

0.00%

Abound Wealth Management

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

Mar 31, 26

+23

0.00%

FIRST NATIONAL TRUST CO

Mar 31, 26

-3.52K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-8.75K

Wealth Group Ltd

Mar 31, 26

-3.57K

SRS Capital Advisors, Inc.

Mar 31, 26

-211

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.93K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-4.57K

BESSEMER GROUP INC

Mar 31, 26

-1.26K

Insight Wealth Strategies, LLC

Mar 31, 26

-3.67K

Sigma Planning Corp

Mar 31, 26

-3.57K

Dana Investment Advisors, Inc.

Mar 31, 26

-8.65K

Commonwealth Retirement Investments LLC

Mar 31, 26

-421

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Mar 31, 26

-30.76K

Buttonwood Financial Group, LLC

Mar 31, 26

-3.59K

Qube Research & Technologies Ltd

Mar 31, 26

-921

One Capital Management, LLC

Mar 31, 26

-4.06K

JANE STREET GROUP, LLC

Mar 31, 26

-10.03K

Betterment LLC

Mar 31, 26

-6.54K

Camelot Portfolios, LLC

Mar 31, 26

-224

Diversify Advisory Services, LLC

Mar 31, 26

-5.39K

Clarius Group, LLC

22.66K

Dec 31, 25

0.10%

Austin Private Wealth, LLC

20.47K

Dec 31, 25

-588

0.09%

COMERICA BANK

1.99K

Dec 31, 25

-121

0.01%

Global Retirement Partners, LLC

1.85K

Dec 31, 25

-724

0.01%

CIBC Private Wealth Group, LLC

1.19K

Dec 31, 25

+1.19K

0.01%

Litman Gregory Wealth Management LLC

407

Dec 31, 25

+407

0.00%

SageView Advisory Group, LLC

Dec 31, 25

+60

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+33

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.77K

Financial Advisors, LLC

59.53K

Sep 30, 25

+13

0.27%

Copperleaf Capital, LLC

7.95K

Sep 30, 25

-6.25K

0.04%

Bristlecone Advisors, LLC

Sep 30, 25

-6

AVANTAX ADVISORY SERVICES, INC.

35.08K

Jun 30, 25

-3.72K

0.16%

Elios Financial Group Inc.

29.98K

Jun 30, 25

-6.22K

0.13%

Congress Wealth Management LLC / DE /

21.27K

Jun 30, 25

+7.13K

0.10%

DOHJ, LLC

21.23K

Jun 30, 25

-15.94K

0.10%

Atria Wealth Solutions, Inc.

20.71K

Jun 30, 25

-109.82K

0.09%

First Horizon Advisors, Inc.

11.58K

Jun 30, 25

+450

0.05%

My Legacy Advisors, LLC

5.03K

Jun 30, 25

-3.18K

0.02%

Financial Gravity Companies, Inc.

3.17K

Jun 30, 25

+3.17K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.72K

Jun 30, 25

+1.72K

0.01%

Capital A Wealth Management, LLC

Jun 30, 25

-873

Orion Portfolio Solutions, LLC

47.35K

Mar 31, 25

+47.35K

0.21%

Wade Financial Advisory, Inc

14.56K

Mar 31, 25

+2.24K

0.07%

Marcum Wealth, LLC

11.61K

Mar 31, 25

+24

0.05%

Monterey Private Wealth, Inc.

4.57K

Mar 31, 25

-2.26K

0.02%

HART & PATTERSON FINANCIAL GROUP LLC

23.62K

Dec 31, 24

+27

0.11%

Maiden Cove Capital, LLC

10.68K

Dec 31, 24

-1.66K

0.05%

Sugarloaf Wealth Management, LLC

210

Dec 31, 24

-4.59K

0.00%

Raymond James Financial Services Advisors, Inc.

11.34K

Sep 30, 24

-955

0.05%

RAYMOND JAMES & ASSOCIATES

9.08K

Sep 30, 24

+2.27K

0.04%

CONCENTRIC WEALTH MANAGEMENT, LLC

4.73K

Sep 30, 24

+13

0.02%

FinTrust Capital Advisors, LLC

1.85K

Sep 30, 24

0.01%

BlackRock Inc.

2.69M

Jun 30, 24

+12.55K

12.07%

TCWP LLC

25.54K

Jun 30, 24

-369

0.11%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.07K

Jun 30, 24

+1.07K

0.00%

Crestone Asset Management LLC

60.11K

Mar 31, 24

+2.35K

0.27%

Cetera Advisor Networks LLC

48.60K

Mar 31, 24

+488

0.22%

Cetera Advisors LLC

46.22K

Mar 31, 24

+21.93K

0.21%

WEALTHSOURCE PARTNERS, LLC

44.70K

Dec 31, 23

-3.70K

0.20%

DFPG INVESTMENTS, LLC

30.97K

Dec 31, 23

-2.44K

0.14%

COMERICA SECURITIES,INC.

8.65K

Sep 30, 23

-606

0.04%

55I, LLC

380.71K

Sep 30, 22

-12.10K

1.71%

Ashfield Capital Partners, LLC

43.90K

Sep 30, 22

-10.90K

0.20%

American Portfolios Advisors

8.75K

Sep 30, 22

-1.01K

0.04%

Danda Trouve Investment Management, Inc.

193

Sep 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-3.82K

Karn, Couzens & Associates, Inc.

5.93K

Mar 31, 22

-482

0.03%

NEXT Financial Group, Inc

8.24K

Dec 31, 21

+5.20K

0.04%

Carroll Financial Associates, Inc.

5.19K

Dec 31, 21

0.02%