UTG(UTG)
UTG
Institutional Ownership
Top 364 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Gerald Baker Financial Group LLC | 266.24K | Sep 30, 26 | +15.92K | 0.29% |
| JBR Co Financial Management Inc | 141.08K | Sep 30, 26 | -1.69K | 0.15% |
| INDEPENDENT FINANCIAL GROUP, LLC | 51.90K | Sep 30, 26 | -37.81K | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 48.01K | Sep 30, 26 | +320 | 0.05% |
| Beacon Capital Management, Inc. | 34.50K | Sep 30, 26 | -- | 0.04% |
| Atlas Brown,Inc. | 20.02K | Sep 30, 26 | +24 | 0.02% |
| Castle Rock Wealth Management, LLC | 17.49K | Sep 30, 26 | +287 | 0.02% |
| Farther Finance Advisors, LLC | 12.82K | Sep 30, 26 | -1.16K | 0.01% |
| B. Riley Wealth Advisors, Inc. | 9.45K | Sep 30, 26 | +2.92K | 0.01% |
| Investors Research Corp | 7.08K | Sep 30, 26 | -- | 0.01% |
| Ballew Advisors, Inc | 6.12K | Sep 30, 26 | +104 | 0.01% |
| CoreCap Advisors, LLC | 5.10K | Sep 30, 26 | -500 | 0.01% |
| Bank of New Hampshire | 1.56K | Sep 30, 26 | -- | 0.00% |
| Paladin Partners, LLC | 969 | Sep 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 400 | Sep 30, 26 | +400 | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 297 | Sep 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 275 | Sep 30, 26 | +5 | 0.00% |
| GK Wealth Management LLC | 143 | Sep 30, 26 | +143 | 0.00% |
| Versant Capital Management, Inc | 29 | Sep 30, 26 | +29 | 0.00% |
| Walker Asset Management, LLC | -- | Sep 30, 26 | -5.17K | -- |
| City Center Advisors, LLC | -- | Sep 30, 26 | -9.69K | -- |
| Foster Group, Inc. | -- | Sep 30, 26 | -5.00K | -- |
| Post Resch Tallon Group Inc. | -- | Sep 30, 26 | -5.03K | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Sep 30, 26 | -1.25K | -- |
| BANK OF AMERICA CORP /DE/ | 1.31M | Jun 30, 26 | -53.83K | 1.43% |
| MORGAN STANLEY | 1.21M | Jun 30, 26 | +66.44K | 1.32% |
| LPL Financial LLC | 877.63K | Jun 30, 26 | +58.21K | 0.96% |
| WELLS FARGO & COMPANY/MN | 694.10K | Jun 30, 26 | -13.48K | 0.76% |
| RAYMOND JAMES FINANCIAL INC | 548.91K | Jun 30, 26 | +189.63K | 0.60% |
| ROYAL BANK OF CANADA | 532.58K | Jun 30, 26 | -43.79K | 0.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 437.51K | Jun 30, 26 | +13.11K | 0.48% |
| CAPTRUST FINANCIAL ADVISORS | 380.51K | Jun 30, 26 | +14.65K | 0.42% |
| AMERIPRISE FINANCIAL INC | 325.95K | Jun 30, 26 | -6.31K | 0.36% |
| J.W. COLE ADVISORS, INC. | 323.11K | Jun 30, 26 | +323.11K | 0.35% |
| STIFEL FINANCIAL CORP | 296.83K | Jun 30, 26 | -1.59K | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 292.54K | Jun 30, 26 | +38.93K | 0.32% |
| UBS Group AG | 287.25K | Jun 30, 26 | +24.85K | 0.31% |
| OAK FAMILY ADVISORS, LLC | 247.98K | Jun 30, 26 | +17.58K | 0.27% |
| Magnus Financial Group LLC | 238.73K | Jun 30, 26 | +8.49K | 0.26% |
| Sterling Investment Advisors, Ltd. | 189.65K | Jun 30, 26 | -2.77K | 0.21% |
| NewEdge Advisors, LLC | 172.64K | Jun 30, 26 | +90.99K | 0.19% |
| Cetera Investment Advisers | 161.29K | Jun 30, 26 | -3.96K | 0.18% |
| Wealthspire Advisors, LLC | 159.51K | Jun 30, 26 | +7.64K | 0.17% |
| JBR Co Financial Management Inc | 142.78K | Jun 30, 26 | +665 | 0.16% |
| Private Advisor Group, LLC | 140.10K | Jun 30, 26 | +1.72K | 0.15% |
| Janney Montgomery Scott LLC | 123.77K | Jun 30, 26 | +12.64K | 0.14% |
| HBW Advisory Services LLC | 111.67K | Jun 30, 26 | +757 | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 109.86K | Jun 30, 26 | +834 | 0.12% |
| Mariner, LLC | 108.65K | Jun 30, 26 | -2.58K | 0.12% |
| Lido Advisors, LLC | 98.30K | Jun 30, 26 | -52.28K | 0.11% |
| Tradition Wealth Management, LLC | 94.79K | Jun 30, 26 | +12.45K | 0.10% |
| INDEPENDENT FINANCIAL GROUP, LLC | 89.71K | Jun 30, 26 | +2.98K | 0.10% |
| REAVES W H & CO INC | 85.75K | Jun 30, 26 | +1.19K | 0.09% |
| GUGGENHEIM CAPITAL LLC | 82.30K | Jun 30, 26 | -50.40K | 0.09% |
| WEALTH EFFECTS LLC | 81.98K | Jun 30, 26 | -881 | 0.09% |
| Smith Asset Management Co., LLC | 73.88K | Jun 30, 26 | -1.50K | 0.08% |
| OPPENHEIMER & CO INC | 71.43K | Jun 30, 26 | -2.93K | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 70.61K | Jun 30, 26 | +1.65K | 0.08% |
| NWF Advisory Services Inc. | 69.22K | Jun 30, 26 | +19.50K | 0.08% |
| Jefferies Financial Group Inc. | 68.55K | Jun 30, 26 | +5.68K | 0.07% |
| LongView Wealth Management | 67.34K | Jun 30, 26 | -42 | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 63.14K | Jun 30, 26 | +6.02K | 0.07% |
| COHEN & STEERS, INC. | 58.00K | Jun 30, 26 | +5.00K | 0.06% |
| Stratos Wealth Partners, LTD. | 56.44K | Jun 30, 26 | +4.59K | 0.06% |
| FIRST TRUST ADVISORS LP | 56.30K | Jun 30, 26 | +1.60K | 0.06% |
| STEVENS CAPITAL PARTNERS | 56.04K | Jun 30, 26 | +56.04K | 0.06% |
| CENTAURUS FINANCIAL, INC. | 54.57K | Jun 30, 26 | -1.21K | 0.06% |
| NBC SECURITIES, INC. | 54.26K | Jun 30, 26 | +3.19K | 0.06% |
| Kestra Advisory Services, LLC | 52.22K | Jun 30, 26 | -3.85K | 0.06% |
| GRIFFIN ASSET MANAGEMENT, INC. | 51.63K | Jun 30, 26 | +5.25K | 0.06% |
| Steward Partners Investment Advisory, LLC | 51.59K | Jun 30, 26 | +1.47K | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51.50K | Jun 30, 26 | -6.63K | 0.06% |
| Samalin Investment Counsel, LLC | 49.88K | Jun 30, 26 | +14.01K | 0.05% |
| Kercheville Advisors, LLC | 49.35K | Jun 30, 26 | +1.71K | 0.05% |
| Strategic Family Wealth Counselors, L.L.C. | 48.17K | Jun 30, 26 | -1.72K | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 47.69K | Jun 30, 26 | +3.10K | 0.05% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 45.91K | Jun 30, 26 | +2.42K | 0.05% |
| ORG Wealth Partners, LLC | 45.89K | Jun 30, 26 | +8.58K | 0.05% |
| Wright Wealth LLC | 44.80K | Jun 30, 26 | -- | 0.05% |
| Aegis Wealth Management, Inc. | 40.44K | Jun 30, 26 | -1.52K | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 40.27K | Jun 30, 26 | +3.61K | 0.04% |
| XTX Topco Ltd | 37.88K | Jun 30, 26 | +26.87K | 0.04% |
| Sigma Planning Corp | 37.29K | Jun 30, 26 | +191 | 0.04% |
| WEDBUSH SECURITIES INC | 35.81K | Jun 30, 26 | -1.61K | 0.04% |
| AlphaCore Capital LLC | 35.70K | Jun 30, 26 | +18.18K | 0.04% |
| MML INVESTORS SERVICES, LLC | 35.58K | Jun 30, 26 | +4.77K | 0.04% |
| Red Door Wealth Management, LLC | 35.13K | Jun 30, 26 | +35.13K | 0.04% |
| Sowell Financial Services LLC | 32.74K | Jun 30, 26 | -6.41K | 0.04% |
| Pensionmark Financial Group, LLC | 32.27K | Jun 30, 26 | -180 | 0.04% |
| HighTower Advisors, LLC | 31.87K | Jun 30, 26 | +64 | 0.03% |
| STEPHENS INC /AR/ | 30.91K | Jun 30, 26 | +1.05K | 0.03% |
| Creative Planning | 30.10K | Jun 30, 26 | -869 | 0.03% |
| Merrion Investment Management Co, LLC | 30.00K | Jun 30, 26 | +2.50K | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.46K | Jun 30, 26 | +29.46K | 0.03% |
| WOLVERINE ASSET MANAGEMENT LLC | 29.01K | Jun 30, 26 | +29.01K | 0.03% |
| Mission Hills Financial Advisory, LLC | 28.85K | Jun 30, 26 | +9.82K | 0.03% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 28.43K | Jun 30, 26 | +4.48K | 0.03% |
| Carnegie Lake Advisors LLC | 26.30K | Jun 30, 26 | -151 | 0.03% |
| JANE STREET GROUP, LLC | 26.29K | Jun 30, 26 | +12.63K | 0.03% |
| PMG Family Office LLC | 25.95K | Jun 30, 26 | +236 | 0.03% |
| Westbourne Investment Advisors, Inc. | 25.60K | Jun 30, 26 | -- | 0.03% |
| XML Financial, LLC | 25.36K | Jun 30, 26 | -545 | 0.03% |
| Prospera Financial Services Inc | 24.85K | Jun 30, 26 | +6.04K | 0.03% |
| FIFTH THIRD BANCORP | 24.00K | Jun 30, 26 | +3.50K | 0.03% |
| CreativeOne Wealth, LLC | 23.28K | Jun 30, 26 | -11.01K | 0.03% |
| Future Financial Wealth Managment LLC | 22.64K | Jun 30, 26 | -1.57K | 0.02% |
| Sanctuary Advisors, LLC | 22.29K | Jun 30, 26 | +902 | 0.02% |
| MONETARY MANAGEMENT GROUP INC | 22.00K | Jun 30, 26 | +500 | 0.02% |
| Atlanta Consulting Group Advisors, LLC | 20.94K | Jun 30, 26 | +49 | 0.02% |
| MAI Capital Management | 19.86K | Jun 30, 26 | +2.94K | 0.02% |
| Welch Group, LLC | 19.73K | Jun 30, 26 | -- | 0.02% |
| Advisory Services Network, LLC | 19.39K | Jun 30, 26 | -52 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 19.39K | Jun 30, 26 | +1.97K | 0.02% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 19.26K | Jun 30, 26 | -- | 0.02% |
| Colony Group, LLC | 18.56K | Jun 30, 26 | +859 | 0.02% |
| DAVENPORT & Co LLC | 18.01K | Jun 30, 26 | -270 | 0.02% |
| Belpointe Asset Management LLC | 17.94K | Jun 30, 26 | +189 | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17.88K | Jun 30, 26 | +2.30K | 0.02% |
| Visionary Wealth Advisors | 17.37K | Jun 30, 26 | +4.03K | 0.02% |
| Atomi Financial Group, Inc. | 17.20K | Jun 30, 26 | -259 | 0.02% |
| Maridea Wealth Management LLC | 17.10K | Jun 30, 26 | +1.28K | 0.02% |
| HBK Sorce Advisory LLC | 17.07K | Jun 30, 26 | +200 | 0.02% |
| PFG Investments, LLC | 17.06K | Jun 30, 26 | +287 | 0.02% |
| Brookstone Capital Management | 17.04K | Jun 30, 26 | -3.64K | 0.02% |
| Integrated Wealth Concepts LLC | 16.92K | Jun 30, 26 | +3.91K | 0.02% |
| Sunpointe, LLC | 16.76K | Jun 30, 26 | +5 | 0.02% |
| Allied Private Wealth LLC | 16.42K | Jun 30, 26 | +16.42K | 0.02% |
| Pasadena Private Wealth, LLC | 16.39K | Jun 30, 26 | +16.39K | 0.02% |
| Certified Advisory Corp | 16.07K | Jun 30, 26 | +63 | 0.02% |
| Cerity Partners LLC | 15.60K | Jun 30, 26 | -1.63K | 0.02% |
| Savant Capital, LLC | 15.52K | Jun 30, 26 | +7.59K | 0.02% |
| Focus Financial Network, Inc. | 15.32K | Jun 30, 26 | +1.15K | 0.02% |
| READYSTATE ASSET MANAGEMENT LP | 14.87K | Jun 30, 26 | +14.87K | 0.02% |
| Equitable Holdings, Inc. | 14.48K | Jun 30, 26 | -3.75K | 0.02% |
| MGO ONE SEVEN LLC | 14.47K | Jun 30, 26 | +740 | 0.02% |
| Per Stirling Capital Management, LLC. | 14.09K | Jun 30, 26 | +200 | 0.02% |
| Sound View Wealth Advisors Group, LLC | 13.76K | Jun 30, 26 | +9 | 0.02% |
| Beacon Pointe Advisors, LLC | 13.68K | Jun 30, 26 | +142 | 0.01% |
| Triumph Capital Management | 13.40K | Jun 30, 26 | -278 | 0.01% |
| US BANCORP \DE\ | 13.12K | Jun 30, 26 | -- | 0.01% |
| CUSTOM INDEX SYSTEMS, LLC | 13.03K | Jun 30, 26 | +2.06K | 0.01% |
| StoneX Group Inc. | 12.91K | Jun 30, 26 | +20 | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 12.70K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 12.64K | Jun 30, 26 | -625 | 0.01% |
| Financial Security Advisor, Inc. | 12.50K | Jun 30, 26 | -- | 0.01% |
| Resurgent Financial Advisors LLC | 11.81K | Jun 30, 26 | +3.42K | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.68K | Jun 30, 26 | +977 | 0.01% |
| Commonwealth Financial Services, LLC | 11.35K | Jun 30, 26 | +357 | 0.01% |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 11.33K | Jun 30, 26 | -16 | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11.12K | Jun 30, 26 | -- | 0.01% |
| Marex Group plc | 11.00K | Jun 30, 26 | +11.00K | 0.01% |
| Abel Hall, LLC | 10.00K | Jun 30, 26 | -- | 0.01% |
| Innova Wealth Partners | 9.97K | Jun 30, 26 | +486 | 0.01% |
| Leslie Global Wealth, LLC | 9.67K | Jun 30, 26 | -- | 0.01% |
| Estate Planners Group, LLC | 9.64K | Jun 30, 26 | +1.34K | 0.01% |
| EP Wealth Advisors, LLC | 9.57K | Jun 30, 26 | +9.57K | 0.01% |
| Commerce Advisors, LLC | 9.46K | Jun 30, 26 | +11 | 0.01% |
| RFG Advisory, LLC | 9.25K | Jun 30, 26 | -1.25K | 0.01% |
| Costello Asset Management, INC | 9.08K | Jun 30, 26 | +27 | 0.01% |
| Orca Investment Management, LLC | 9.06K | Jun 30, 26 | -437 | 0.01% |
| Purus Wealth Management, LLC | 9.04K | Jun 30, 26 | +1.26K | 0.01% |
| D.A. DAVIDSON & CO. | 8.85K | Jun 30, 26 | +2.70K | 0.01% |
| Apollon Wealth Management, LLC | 8.80K | Jun 30, 26 | -- | 0.01% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8.64K | Jun 30, 26 | +8.64K | 0.01% |
| Total Clarity Wealth Management, Inc. | 8.43K | Jun 30, 26 | +2.24K | 0.01% |
| Novak & Powell Financial Services, Inc. | 8.34K | Jun 30, 26 | +95 | 0.01% |
| BENJAMIN EDWARDS INC | 8.29K | Jun 30, 26 | -- | 0.01% |
| PRAIRIE ADVISORY, LLC | 8.05K | Jun 30, 26 | +8.05K | 0.01% |
| Western Wealth Management, LLC | 7.93K | Jun 30, 26 | +390 | 0.01% |
| NWAM LLC | 7.91K | Jun 30, 26 | -- | 0.01% |
| Balboa Wealth Partners | 7.86K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 7.75K | Jun 30, 26 | +365 | 0.01% |
| PEAPACK GLADSTONE FINANCIAL CORP | 7.65K | Jun 30, 26 | -500 | 0.01% |
| Invesco Ltd. | 7.32K | Jun 30, 26 | +7 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 7.30K | Jun 30, 26 | +7.30K | 0.01% |
| Allworth Financial LP | 7.08K | Jun 30, 26 | +2.07K | 0.01% |
| RDA Financial Network | 7.04K | Jun 30, 26 | -75 | 0.01% |
| PRINCIPAL SECURITIES, INC. | 6.74K | Jun 30, 26 | -189 | 0.01% |
| Moors & Cabot, Inc. | 6.62K | Jun 30, 26 | -- | 0.01% |
| TRUIST FINANCIAL CORP | 6.57K | Jun 30, 26 | +236 | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 6.54K | Jun 30, 26 | +705 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 6.53K | Jun 30, 26 | +6.53K | 0.01% |
| Hilltop Holdings Inc. | 6.21K | Jun 30, 26 | -- | 0.01% |
| Penbrook Management LLC | 6.13K | Jun 30, 26 | -- | 0.01% |
| NOMURA HOLDINGS INC | 6.00K | Jun 30, 26 | +6.00K | 0.01% |
| NICOLET BANKSHARES INC | 5.87K | Jun 30, 26 | -- | 0.01% |
| CI Private Wealth, LLC | 5.78K | Jun 30, 26 | -4.43K | 0.01% |
| Concurrent Investment Advisors, LLC | 5.68K | Jun 30, 26 | +1 | 0.01% |
| Armor Investment Advisors, LLC | 5.60K | Jun 30, 26 | -400 | 0.01% |
| 49 WEALTH MANAGEMENT, LLC | 5.50K | Jun 30, 26 | +5.50K | 0.01% |
| ALONGSIDE, LLC | 5.50K | Jun 30, 26 | +5.50K | 0.01% |
| Keystone Financial Group | 5.47K | Jun 30, 26 | +55 | 0.01% |
| Everstar Asset Management, LLC | 5.45K | Jun 30, 26 | -- | 0.01% |
| RMR Capital Management, LLC | 5.37K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Wealth Management Group, Inc. | 5.35K | Jun 30, 26 | -- | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5.26K | Jun 30, 26 | +5 | 0.01% |
| Semus Wealth Partners LLC | 5.23K | Jun 30, 26 | -550 | 0.01% |
| Hilton Head Capital Partners, LLC | 5.21K | Jun 30, 26 | -- | 0.01% |
| Foundations Investment Advisors, LLC | 5.12K | Jun 30, 26 | -- | 0.01% |
| Forty-three Eighteen Advisors, LLC | 5.03K | Jun 30, 26 | +5.03K | 0.01% |
| Nabity-Jensen Investment Management Inc | 5.03K | Jun 30, 26 | +5.03K | 0.01% |
| GWN SECURITIES INC. | 5.01K | Jun 30, 26 | +5.01K | 0.01% |
| Foster Group, Inc. | 5.00K | Jun 30, 26 | +5.00K | 0.01% |
| Summit Financial, LLC | 4.94K | Jun 30, 26 | -12.58K | 0.01% |
| IFG Advisory, LLC | 4.92K | Jun 30, 26 | +350 | 0.01% |
| Joseph P. Lucia & Associates, LLC | 4.91K | Jun 30, 26 | +4.91K | 0.01% |
| JPMORGAN CHASE & CO | 4.79K | Jun 30, 26 | +695 | 0.01% |
| Spire Wealth Management | 4.59K | Jun 30, 26 | +54 | 0.01% |
| KELLEHER FINANCIAL ADVISORS | 4.54K | Jun 30, 26 | +4.54K | 0.00% |
| Oakworth Capital, Inc. | 4.50K | Jun 30, 26 | +4.50K | 0.00% |
| Geneos Wealth Management Inc. | 4.47K | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 4.00K | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 3.94K | Jun 30, 26 | +2.18K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 3.17K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 3.16K | Jun 30, 26 | +812 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.15K | Jun 30, 26 | -996 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.78K | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 2.78K | Jun 30, 26 | +2.78K | 0.00% |
| Luminist Capital LLC | 2.41K | Jun 30, 26 | +2.41K | 0.00% |
| Nemes Rush Group LLC | 2.00K | Jun 30, 26 | +500 | 0.00% |
| EverSource Wealth Advisors, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.97K | Jun 30, 26 | -483 | 0.00% |
| AMERIFLEX GROUP, INC. | 1.86K | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 1.86K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.75K | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 1.72K | Jun 30, 26 | +25 | 0.00% |
| Centerpoint Advisors, LLC | 1.70K | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 1.69K | Jun 30, 26 | +1.69K | 0.00% |
| Colonial Trust Advisors | 1.50K | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 1.45K | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 1.44K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 1.42K | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 1.25K | Jun 30, 26 | -100 | 0.00% |
| Index Technologies Group LLC | 1.19K | Jun 30, 26 | +1.19K | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| PRIVATE TRUST CO NA | 1.00K | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 1.00K | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| LOGAN CAPITAL MANAGEMENT INC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| West Branch Capital LLC | 862 | Jun 30, 26 | +9 | 0.00% |
| Caldwell Trust Co | 825 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 797 | Jun 30, 26 | +797 | 0.00% |
| WEBSTER BANK, N. A. | 744 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 687 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 625 | Jun 30, 26 | -- | 0.00% |
| Hilltop National Bank | 590 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 580 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 574 | Jun 30, 26 | -- | 0.00% |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 564 | Jun 30, 26 | +564 | 0.00% |
| Key FInancial Inc | 554 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 410 | Jun 30, 26 | +410 | 0.00% |
| Highland Investment Advisors LLC | 402 | Jun 30, 26 | +402 | 0.00% |
| Basepoint Wealth LLC | 395 | Jun 30, 26 | +395 | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 395 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 369 | Jun 30, 26 | -673 | 0.00% |
| Parkside Financial Bank & Trust | 363 | Jun 30, 26 | -122 | 0.00% |
| Federation des caisses Desjardins du Quebec | 358 | Jun 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 320 | Jun 30, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 300 | Jun 30, 26 | -- | 0.00% |
| ALERUS FINANCIAL NA | 267 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 250 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 250 | Jun 30, 26 | +250 | 0.00% |
| Signature Resources Capital Management, LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Newton One Investments LLC | 234 | Jun 30, 26 | +234 | 0.00% |
| Coppell Advisory Solutions LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| Roble, Belko & Company, Inc | 126 | Jun 30, 26 | +2 | 0.00% |
| MCF Advisors LLC | 125 | Jun 30, 26 | +25 | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 100 | Jun 30, 26 | -- | 0.00% |
| Aspect Partners, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 98 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 75 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 50 | Jun 30, 26 | +50 | 0.00% |
| Tower Research Capital LLC (TRC) | 46 | Jun 30, 26 | +43 | 0.00% |
| IMG Wealth Management, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Morton Brown Family Wealth, LLC | -- | Jun 30, 26 | -160 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -6.90K | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -992 | -- |
| Pinnacle Financial Partners, Inc. | -- | Jun 30, 26 | -5.38K | -- |
| Allie Family Office LLC | -- | Jun 30, 26 | -6.49K | -- |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | -- | Jun 30, 26 | -356 | -- |
| Wealthcare Advisory Partners LLC | -- | Jun 30, 26 | -11.79K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -3.10K | -- |
| ELCO Management Co., LLC | -- | Jun 30, 26 | -7.25K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -8.79K | -- |
| Simplicity Wealth,LLC | -- | Jun 30, 26 | -9.38K | -- |
| CWM, LLC | 22.08K | Mar 31, 26 | -1.71K | 0.02% |
| Vivaldi Capital Management LP | 15.75K | Mar 31, 26 | -- | 0.02% |
| Bey-Douglas LLC | 10.24K | Mar 31, 26 | +1.66K | 0.01% |
| Sunbelt Securities, Inc. | 2.70K | Mar 31, 26 | +2.70K | 0.00% |
| Edge Financial Advisors LLC | 29.70K | Dec 31, 25 | +4.48K | 0.03% |
| COMERICA BANK | 23.33K | Dec 31, 25 | +3 | 0.03% |
| ORG Partners LLC | 7.17K | Dec 31, 25 | +95 | 0.01% |
| CIBC Private Wealth Group, LLC | 306 | Dec 31, 25 | +4 | 0.00% |
| Motiv8 Investments LLC | 70 | Dec 31, 25 | +70 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.25K | -- |
| Stonegate Investment Group, LLC | 7.18K | Sep 30, 25 | +8 | 0.01% |
| Lowe Wealth Advisors, LLC | 6.25K | Sep 30, 25 | -- | 0.01% |
| Watts Gwilliam & Co., LLC | 5.15K | Sep 30, 25 | +5.15K | 0.01% |
| Good Life Advisors, LLC | 67.55K | Jun 30, 25 | +966 | 0.07% |
| Atria Wealth Solutions, Inc. | 50.95K | Jun 30, 25 | -12.05K | 0.06% |
| AVANTAX ADVISORY SERVICES, INC. | 16.10K | Jun 30, 25 | +428 | 0.02% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3.79K | Jun 30, 25 | +3.79K | 0.00% |
| Sandy Spring Bank | 201 | Mar 31, 25 | -- | 0.00% |
| AlphaMark Advisors, LLC | 1.03K | Dec 31, 24 | +11 | 0.00% |
| WR Wealth Planners, LLC | 18 | Dec 31, 24 | +1 | 0.00% |
| RE Dickinson Investment Advisors, LLC | 5 | Dec 31, 24 | +5 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 124.19K | Sep 30, 24 | -177.53K | 0.14% |
| Raymond James Financial Services Advisors, Inc. | 80.25K | Sep 30, 24 | +3.13K | 0.09% |
| All Season Financial Advisors, Inc. | 24.98K | Sep 30, 24 | +12.49K | 0.03% |
| Biechele Royce Advisors | 24.35K | Sep 30, 24 | -- | 0.03% |
| LifePro Asset Management | 8.14K | Sep 30, 24 | -- | 0.01% |
| FinTrust Capital Advisors, LLC | 1.01K | Sep 30, 24 | +1.01K | 0.00% |
| Planning Capital Management Corp | 143 | Sep 30, 24 | +143 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 8.55K | Jun 30, 24 | -208 | 0.01% |
| Cetera Advisor Networks LLC | 74.62K | Mar 31, 24 | -1.93K | 0.08% |
| Highlander Capital Management, LLC | 34.45K | Mar 31, 24 | +2.50K | 0.04% |
| Cetera Advisors LLC | 31.84K | Mar 31, 24 | +31.84K | 0.03% |
| Retirement Group, LLC | 460 | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 10.54K | Dec 31, 23 | +10.54K | 0.01% |
| Paragon Wealth Strategies, LLC | 9.30K | Dec 31, 23 | +45 | 0.01% |
| Baystate Wealth Management LLC | 2.01K | Dec 31, 23 | +2.01K | 0.00% |
| Claybrook Capital, LLC | 66.21K | Sep 30, 23 | -- | 0.07% |
| BerganKDV Wealth Management, LLC | 15.00K | Jun 30, 23 | -- | 0.02% |
| Endurance Wealth Management, Inc. | 2.60K | Jun 30, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 3.10K | Mar 31, 23 | +3.10K | 0.00% |
| Align Wealth Management, LLC | 500 | Dec 31, 22 | +500 | 0.00% |
| American Portfolios Advisors | 7.05K | Sep 30, 22 | -300 | 0.01% |
| FourThought Financial, LLC | 1.58K | Sep 30, 22 | -26 | 0.00% |
| BREWIN DOLPHIN LTD | 420 | Jun 30, 22 | -- | 0.00% |
| Cordasco Financial Network | 351 | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -593 | -- |
| BREITER CAPITAL MANAGEMENT INC | 6.40K | Mar 31, 22 | -- | 0.01% |
| NEXT Financial Group, Inc | 947 | Dec 31, 21 | +50 | 0.00% |
| Carroll Financial Associates, Inc. | 726 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7.35K | Sep 30, 21 | +1.11K | 0.01% |
| SECURITY NATIONAL TRUST CO | 1.07K | Sep 30, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | 1.00K | Sep 30, 21 | +1.00K | 0.00% |
| Homrich & Berg | -- | Sep 30, 21 | -5.86K | -- |
| Hoover Financial Advisors, Inc. | 3.47K | Jun 30, 21 | +1.34K | 0.00% |
| CAMDEN NATIONAL CORP | 12.41K | Mar 31, 21 | +12.41K | 0.01% |
| Rikoon Group, LLC | -- | Mar 31, 21 | -6.87K | -- |
| Reby Advisors, LLC | 194 | Dec 31, 20 | +194 | 0.00% |
| Wealthspire Advisors, L.P. | 72.63K | Sep 30, 20 | +72.63K | 0.08% |
| Squar Milner Financial Services LLC | 1.02K | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 126.84K | Dec 31, 19 | -3.50K | 0.14% |
| Advisor Group, Inc. | 31.50K | Dec 31, 19 | +601 | 0.03% |
| Sound View Wealth Advisors, LLC | 32.47K | Mar 31, 19 | -- | 0.04% |
| FNY Managed Accounts LLC | 1.20K | Mar 31, 18 | -12.17K | 0.00% |
| Commonwealth Equity Services, Inc | 61.51K | Jun 30, 17 | +8.17K | 0.07% |
| WFG Advisors, LP | 2.23K | Jun 30, 17 | -- | 0.00% |
| LBA Wealth Management, LLC | 1.20K | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 6.19K | Dec 31, 16 | -1.25K | 0.01% |
| WESTPORT RESOURCES MANAGEMENT INC | 404 | Sep 30, 16 | -1.77K | 0.00% |
| Lebenthal Holdings,LLC | 12.00K | Jun 30, 16 | -14.98K | 0.01% |
| VSR Financial Services, Inc. | -- | Jun 30, 16 | -7.89K | -- |
| Carnick & Kubik, LLC | 1.10K | Mar 31, 16 | +1.10K | 0.00% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 44.16K | Mar 31, 15 | +44.16K | 0.05% |
| BAIRD ROBERT W & CO INC /WI/ | 8.16K | Mar 31, 15 | -- | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 2.97K | Dec 31, 14 | -- | 0.00% |
| UBS AG | 62.06K | Sep 30, 14 | +4.19K | 0.07% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -8.25K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 71.82K | Sep 30, 13 | +11.38K | 0.08% |
| First Allied Securities, Inc. | 27.90K | Jun 30, 12 | -- | 0.03% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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