VBIL(VBIL)

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VBIL(VBIL)

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$75.52—

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VBIL(VBIL)

VBIL

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Institutional Ownership

Top 337 Institutional Holders

Holder	Shares	Date	Change	% Held
WIT, LLC	2.65M	Mar 31, 26	+2.65M	8.77%
Nicholas Hoffman & Company, LLC.	2.37M	Mar 31, 26	+564.61K	7.84%
Oxbow Advisors, LLC	2.29M	Mar 31, 26	+547.88K	7.57%
Evanson Asset Management, LLC	1.88M	Mar 31, 26	-24.44K	6.23%
Elm Partners Management LLC	1.84M	Mar 31, 26	+1.73M	6.11%
SCS Capital Management LLC	1.48M	Mar 31, 26	+113.14K	4.92%
BANK OF AMERICA CORP /DE/	1.41M	Mar 31, 26	+495.70K	4.68%
ARMSTRONG ADVISORY GROUP, INC	1.23M	Mar 31, 26	+560.73K	4.06%
GREENHAVEN ASSOCIATES INC	1.20M	Mar 31, 26	+423.70K	3.96%
UBS Group AG	1.02M	Mar 31, 26	+467.46K	3.40%
ROYAL BANK OF CANADA	942.16K	Mar 31, 26	+165.40K	3.12%
MORGAN STANLEY	939.08K	Mar 31, 26	+375.76K	3.11%
FSA Investment Group, LLC	807.65K	Mar 31, 26	+807.65K	2.68%
Bridgewealth Advisory Group, LLC	793.23K	Mar 31, 26	+160.24K	2.63%
BetterWealth, LLC	655.11K	Mar 31, 26	+634.11K	2.17%
Bragg Financial Advisors, Inc	605.80K	Mar 31, 26	-4.22K	2.01%
TRUIST FINANCIAL CORP	529.10K	Mar 31, 26	+44.91K	1.75%
LPL Financial LLC	477.46K	Mar 31, 26	+157.12K	1.58%
Cypress Capital, LLC	464.28K	Mar 31, 26	+23.74K	1.54%
Apella Capital, LLC	454.60K	Mar 31, 26	+310.31K	1.51%
AWM CAPITAL, LLC	394.24K	Mar 31, 26	+370.05K	1.31%
Pathway Financial Advisors LLC	383.52K	Mar 31, 26	-25.81K	1.27%
Altiora Financial Group, LLC	376.28K	Mar 31, 26	+68.14K	1.25%
Fortitude Family Office, LLC	336.43K	Mar 31, 26	+53.57K	1.11%
SYKON CAPITAL LLC	330.41K	Mar 31, 26	+326.55K	1.09%
Garde Capital, Inc.	302.79K	Mar 31, 26	+302.79K	1.00%
Red Wave Investments LLC	281.80K	Mar 31, 26	+25.60K	0.93%
ENVESTNET ASSET MANAGEMENT INC	273.59K	Mar 31, 26	+81.64K	0.91%
Cardinal Point Capital Management, ULC	273.11K	Mar 31, 26	+273.11K	0.90%
Symmetry Partners, LLC	273.09K	Mar 31, 26	+81.34K	0.90%
THOMPSON SIEGEL & WALMSLEY LLC	265.32K	Mar 31, 26	+33.35K	0.88%
RAYMOND JAMES FINANCIAL INC	256.90K	Mar 31, 26	+24.90K	0.85%
Rossmore Private Capital	254.96K	Mar 31, 26	+169.79K	0.84%
CreativeOne Wealth, LLC	254.06K	Mar 31, 26	+99.30K	0.84%
EverSource Wealth Advisors, LLC	253.57K	Mar 31, 26	-174.12K	0.84%
Clear Creek Financial Management, LLC	243.01K	Mar 31, 26	+71.75K	0.81%
HSBC HOLDINGS PLC	237.00K	Mar 31, 26	-3.20K	0.79%
Whitaker-Myers Wealth Managers, LTD.	233.62K	Mar 31, 26	+36.74K	0.77%
LRI Investments, LLC	219.15K	Mar 31, 26	+1.97K	0.73%
Tortoise Investment Management, LLC	205.70K	Mar 31, 26	+126.51K	0.68%
Miller Investment Management, LP	195.90K	Mar 31, 26	+15.00K	0.65%
Blume Capital Management, Inc.	195.05K	Mar 31, 26	+39.78K	0.65%
Rialto Wealth Management, LLC	191.94K	Mar 31, 26	+10.14K	0.64%
AQR CAPITAL MANAGEMENT LLC	186.97K	Mar 31, 26	+3.84K	0.62%
JIM SAULNIER & ASSOCIATES, LLC	184.79K	Mar 31, 26	+42.91K	0.61%
Quantinno Capital Management LP	178.32K	Mar 31, 26	+172.60K	0.59%
BENJAMIN EDWARDS INC	165.88K	Mar 31, 26	-6.79K	0.55%
Delta Investment Management, LLC	165.29K	Mar 31, 26	-147.24K	0.55%
Roundview Capital LLC	154.29K	Mar 31, 26	+154.29K	0.51%
RFP Financial Group LLC	152.67K	Mar 31, 26	+117.41K	0.51%
eCIO, Inc.	134.43K	Mar 31, 26	+58.78K	0.45%
Greenline Partners, LLC	133.70K	Mar 31, 26	-32.33K	0.44%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	130.00K	Mar 31, 26	+36.83K	0.43%
ADVISOR GROUP HOLDINGS, INC.	118.65K	Mar 31, 26	+48.64K	0.39%
Lakewood Asset Management LLC	116.50K	Mar 31, 26	+6.37K	0.39%
HARBOUR INVESTMENT MANAGEMENT LLC	115.68K	Mar 31, 26	+76.10K	0.38%
SJS Investment Consulting Inc.	115.37K	Mar 31, 26	-4.90K	0.38%
ANDERSON HOAGLAND & CO	112.28K	Mar 31, 26	+17.25K	0.37%
GenTrust, LLC	112.02K	Mar 31, 26	+93.69K	0.37%
Cambria Investment Management, L.P.	111.94K	Mar 31, 26	+111.94K	0.37%
HighTower Advisors, LLC	111.42K	Mar 31, 26	+35.36K	0.37%
Stonebridge Financial Group, LLC	106.92K	Mar 31, 26	+106.92K	0.35%
Summit Global Investments	105.86K	Mar 31, 26	+105.86K	0.35%
CHATHAM CAPITAL GROUP, INC.	102.11K	Mar 31, 26	+89.02K	0.34%
Tradition Wealth Management, LLC	101.58K	Mar 31, 26	+39.07K	0.34%
ABOUND FINANCIAL, LLC	101.44K	Mar 31, 26	-6.51K	0.34%
SAGE RHINO CAPITAL LLC	91.53K	Mar 31, 26	+36.88K	0.30%
PFW Advisors LLC	91.46K	Mar 31, 26	+27.15K	0.30%
Factorial Partners, LLC	91.00K	Mar 31, 26	+43.90K	0.30%
Kingsview Wealth Management, LLC	90.64K	Mar 31, 26	+6.64K	0.30%
Cresset Asset Management, LLC	90.25K	Mar 31, 26	-80.20K	0.30%
First Pacific Advisors, LP	90.16K	Mar 31, 26	+90.16K	0.30%
Astra Wealth Partners LLC	88.76K	Mar 31, 26	+49.88K	0.29%
Greenspring Advisors, LLC	84.87K	Mar 31, 26	+36.25K	0.28%
CWA Asset Management Group, LLC	84.50K	Mar 31, 26	+41.66K	0.28%
Perigon Wealth Management, LLC	83.70K	Mar 31, 26	+4.43K	0.28%
MRWM Advisors, LLC	82.50K	Mar 31, 26	-8.62K	0.27%
Fort Point Capital Partners LLC	82.49K	Mar 31, 26	-37.99K	0.27%
Brookstone Capital Management	80.67K	Mar 31, 26	-119.49K	0.27%
Creative Planning	79.91K	Mar 31, 26	+34.89K	0.26%
Guardian Wealth Management, Inc.	76.75K	Mar 31, 26	+70.59K	0.25%
HANOVER ADVISORS INC	75.50K	Mar 31, 26	-4.09K	0.25%
CI Private Wealth, LLC	74.08K	Mar 31, 26	+53.06K	0.25%
Cerity Partners LLC	73.36K	Mar 31, 26	+40.37K	0.24%
NewEdge Wealth, LLC	72.34K	Mar 31, 26	-21.08K	0.24%
JBR Co Financial Management Inc	70.16K	Mar 31, 26	--	0.23%
Fortis Advisors, LLC	68.81K	Mar 31, 26	-10.09K	0.23%
FLPUTNAM INVESTMENT MANAGEMENT CO	67.31K	Mar 31, 26	-197.38K	0.22%
Planned Solutions, Inc.	64.89K	Mar 31, 26	-579	0.22%
Savant Capital, LLC	64.26K	Mar 31, 26	-84.57K	0.21%
Unison Advisors LLC	59.45K	Mar 31, 26	+13.61K	0.20%
TPG Advisors LLC	59.22K	Mar 31, 26	+9.90K	0.20%
Cetera Investment Advisers	58.35K	Mar 31, 26	+53.62K	0.19%
SMITH, MOORE & CO.	57.22K	Mar 31, 26	+52.84K	0.19%
Ethos Financial Group, LLC	56.62K	Mar 31, 26	+56.62K	0.19%
Sowell Financial Services LLC	56.42K	Mar 31, 26	-14	0.19%
Pines Wealth Management, LLC	54.59K	Mar 31, 26	+54.59K	0.18%
SALEM INVESTMENT COUNSELORS INC	54.52K	Mar 31, 26	-3.15K	0.18%
Level Wealth Management LLC	54.18K	Mar 31, 26	+2.96K	0.18%
BURLING WEALTH PARTNERS, LLC	53.44K	Mar 31, 26	+44.09K	0.18%
Cherry Tree Wealth Management, LLC	52.76K	Mar 31, 26	+5.30K	0.17%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	52.18K	Mar 31, 26	-7.72K	0.17%
Ledgewood Wealth Advisors, LLC	51.06K	Mar 31, 26	+2.27K	0.17%
FLC Capital Advisors	50.69K	Mar 31, 26	+1.72K	0.17%
TFO-TDC, LLC	49.90K	Mar 31, 26	+6.92K	0.17%
Cambridge Investment Research Advisors, Inc.	49.13K	Mar 31, 26	-7.28K	0.16%
Beckerman Institutional, LLC	47.56K	Mar 31, 26	+40.06K	0.16%
Kohmann Bosshard Financial Services, LLC	45.74K	Mar 31, 26	+45.74K	0.15%
Savvy Advisors, Inc.	45.17K	Mar 31, 26	+10.52K	0.15%
Baird Financial Group, Inc.	44.84K	Mar 31, 26	+44.84K	0.15%
SCRATCH CAPITAL LLC	43.56K	Mar 31, 26	-228	0.14%
Spectrum Planning & Advisory Services Inc.	43.14K	Mar 31, 26	+37.83K	0.14%
Pine Valley Investments Ltd Liability Co	42.83K	Mar 31, 26	+40.11K	0.14%
CRA Financial Services, LLC	42.12K	Mar 31, 26	-3.31K	0.14%
CITADEL ADVISORS LLC	41.83K	Mar 31, 26	+41.83K	0.14%
CLUNE & ASSOCIATES, LTD.	41.73K	Mar 31, 26	+32.80K	0.14%
Steward Partners Investment Advisory, LLC	40.54K	Mar 31, 26	+843	0.13%
Mills Wealth Advisors LLC	39.97K	Mar 31, 26	+11.56K	0.13%
Heck Capital Advisors, LLC	39.70K	Mar 31, 26	--	0.13%
STERLING INVESTMENT MANAGEMENT, LLC	38.43K	Mar 31, 26	-1.00K	0.13%
RPS ADVISORY SOLUTIONS LLC	38.33K	Mar 31, 26	+693	0.13%
TAGStone Capital, Inc.	36.74K	Mar 31, 26	+28.70K	0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.46K	Mar 31, 26	+36.46K	0.12%
KESTRA PRIVATE WEALTH SERVICES, LLC	36.39K	Mar 31, 26	+23.86K	0.12%
ABLE Financial Group, LLC	36.12K	Mar 31, 26	+36.12K	0.12%
ROBERTS GLORE & CO INC /IL/	35.47K	Mar 31, 26	+17.54K	0.12%
Arrowroot Family Office, LLC	35.36K	Mar 31, 26	+35.36K	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	34.49K	Mar 31, 26	+15.05K	0.11%
Luminvest Wealth Management LLC	34.49K	Mar 31, 26	+34.49K	0.11%
Belpointe Asset Management LLC	34.06K	Mar 31, 26	+22.73K	0.11%
Parallel Advisors, LLC	33.99K	Mar 31, 26	-2.60K	0.11%
CENTRAL TRUST Co	33.22K	Mar 31, 26	-89.54K	0.11%
Marex Group plc	33.09K	Mar 31, 26	-33.09K	0.11%
Zhang Financial LLC	31.13K	Mar 31, 26	+31.13K	0.10%
CEERA INVESTMENTS, LLC	30.72K	Mar 31, 26	-12.25K	0.10%
IFP Advisors, Inc	30.50K	Mar 31, 26	-11.20K	0.10%
IMA Wealth, Inc.	29.82K	Mar 31, 26	+29.33K	0.10%
NATIONAL BANK OF CANADA /FI/	29.81K	Mar 31, 26	+29.81K	0.10%
Quaker Wealth Management, LLC	29.78K	Mar 31, 26	-359	0.10%
Capital Investment Services of America, Inc.	29.59K	Mar 31, 26	-682	0.10%
Rockbridge Investment Management, LCC	29.35K	Mar 31, 26	+12.77K	0.10%
CARY STREET PARTNERS FINANCIAL LLC	27.98K	Mar 31, 26	+7.43K	0.09%
WEDBUSH SECURITIES INC	27.74K	Mar 31, 26	+27.74K	0.09%
Aegis Wealth Management LLC	26.94K	Mar 31, 26	+11.38K	0.09%
Wrenne Financial Planning LLC	26.28K	Mar 31, 26	--	0.09%
NavPoint Financial, Inc.	25.89K	Mar 31, 26	+1.47K	0.09%
HARBOUR INVESTMENTS, INC.	25.65K	Mar 31, 26	+25.65K	0.08%
Northstar Group, Inc.	25.17K	Mar 31, 26	+1.33K	0.08%
Inscription Capital, LLC	24.75K	Mar 31, 26	+946	0.08%
Castleview Partners, LLC	23.03K	Mar 31, 26	+19.51K	0.08%
CoreCap Advisors, LLC	22.97K	Mar 31, 26	-6.15K	0.08%
Legacy Advisory Services, LLC	22.85K	Mar 31, 26	+22.85K	0.08%
Resources Investment Advisors, LLC.	22.27K	Mar 31, 26	+16.74K	0.07%
Sage Mountain Advisors LLC	21.77K	Mar 31, 26	+497	0.07%
CENTAURUS FINANCIAL, INC.	21.45K	Mar 31, 26	+2.11K	0.07%
Lunt Capital Management, Inc.	20.02K	Mar 31, 26	-332	0.07%
Maltin Wealth Management, Inc.	19.78K	Mar 31, 26	-18.00K	0.07%
SCOTIA CAPITAL INC.	18.65K	Mar 31, 26	+18.65K	0.06%
Thrive Wealth Management, LLC	18.29K	Mar 31, 26	-2.74K	0.06%
Farrell Financial LLC	18.26K	Mar 31, 26	-5.52K	0.06%
Praetorian Wealth Management, Inc.	18.20K	Mar 31, 26	+621	0.06%
Miracle Mile Advisors, LLC	18.17K	Mar 31, 26	-6.63K	0.06%
Westfuller Advisors, LLC	18.06K	Mar 31, 26	-24.90K	0.06%
Vision Capital Management, Inc.	18.05K	Mar 31, 26	+7.57K	0.06%
Waverly Advisors, LLC	17.67K	Mar 31, 26	+886	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.66K	Mar 31, 26	-29.28K	0.06%
Arbor Wealth Advisors LLC	16.75K	Mar 31, 26	+1.49K	0.06%
Quadcap Wealth Management, LLC	16.57K	Mar 31, 26	+4.23K	0.05%
Steele Capital Management, Inc.	15.88K	Mar 31, 26	+15.88K	0.05%
Triumph Capital Management	15.80K	Mar 31, 26	-4.05K	0.05%
PROFESSIONAL ADVISORY SERVICES INC	15.78K	Mar 31, 26	-4.22K	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	15.76K	Mar 31, 26	-1.61K	0.05%
PFG Advisors	15.01K	Mar 31, 26	+15.01K	0.05%
Family CFO Inc	14.94K	Mar 31, 26	+683	0.05%
GEN Financial Management, INC.	14.83K	Mar 31, 26	+6.66K	0.05%
FCA CORP /TX	14.67K	Mar 31, 26	+460	0.05%
Joel Isaacson & Co., LLC	14.63K	Mar 31, 26	+3.95K	0.05%
Sunpointe, LLC	14.45K	Mar 31, 26	+14.45K	0.05%
Tower Research Capital LLC (TRC)	14.06K	Mar 31, 26	-96.04K	0.05%
Western Financial Corp/CA	13.92K	Mar 31, 26	+13.92K	0.05%
Verum Partners LLC	13.89K	Mar 31, 26	+13.89K	0.05%
Pictet North America Advisors SA	13.50K	Mar 31, 26	+6.00K	0.04%
CITIZENS FINANCIAL GROUP INC/RI	13.50K	Mar 31, 26	--	0.04%
Farther Finance Advisors, LLC	13.43K	Mar 31, 26	-1.22K	0.04%
Graves Light Lenhart Wealth, Inc.	13.37K	Mar 31, 26	--	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13.21K	Mar 31, 26	+13.21K	0.04%
Avestar Capital, LLC	13.20K	Mar 31, 26	--	0.04%
Verus Financial Partners, Inc.	13.14K	Mar 31, 26	-1.37K	0.04%
Lido Advisors, LLC	13.01K	Mar 31, 26	+9.32K	0.04%
Landmark Wealth Management, LLC	12.73K	Mar 31, 26	+8.11K	0.04%
MML INVESTORS SERVICES, LLC	12.71K	Mar 31, 26	+8.39K	0.04%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	12.32K	Mar 31, 26	+2.40K	0.04%
CWC Advisors, LLC.	12.24K	Mar 31, 26	+12.24K	0.04%
PRINCIPAL FINANCIAL GROUP INC	11.62K	Mar 31, 26	-31.44K	0.04%
FIFTH THIRD BANCORP	11.60K	Mar 31, 26	+11.60K	0.04%
Sandhill Capital Partners LLC	11.51K	Mar 31, 26	-23.41K	0.04%
BURNEY CO/	11.39K	Mar 31, 26	+6.26K	0.04%
GOLDMAN SACHS GROUP INC	11.21K	Mar 31, 26	-55.22K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	11.12K	Mar 31, 26	+11.12K	0.04%
Essex LLC	10.89K	Mar 31, 26	-1.12K	0.04%
Goodman Financial Corp	10.72K	Mar 31, 26	+10.72K	0.04%
Baskin Financial Services Inc.	10.58K	Mar 31, 26	+10.58K	0.04%
Partners in Financial Planning	10.52K	Mar 31, 26	+3.44K	0.03%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	10.40K	Mar 31, 26	--	0.03%
GSB Wealth Management, LLC	9.96K	Mar 31, 26	--	0.03%
Blackhawk Capital Partners LLC.	9.87K	Mar 31, 26	+3.04K	0.03%
CHOREO, LLC	9.73K	Mar 31, 26	+170	0.03%
Kestra Advisory Services, LLC	9.48K	Mar 31, 26	+2.95K	0.03%
Successful Portfolios LLC	9.44K	Mar 31, 26	-2.78K	0.03%
Victrix Investment Advisors	9.35K	Mar 31, 26	+6.46K	0.03%
Focused Wealth Management, Inc	9.28K	Mar 31, 26	+772	0.03%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	9.19K	Mar 31, 26	-4.40K	0.03%
Meredith Wealth Planning	8.43K	Mar 31, 26	+8.43K	0.03%
RETIREMENT INCOME SOLUTIONS, INC	8.34K	Mar 31, 26	--	0.03%
Integrated Wealth Concepts LLC	8.10K	Mar 31, 26	+8.10K	0.03%
Private Advisor Group, LLC	8.03K	Mar 31, 26	+957	0.03%
David R. Rahn & Associates Inc.	7.49K	Mar 31, 26	-3.10K	0.02%
Stratos Wealth Partners, LTD.	7.32K	Mar 31, 26	-5.34K	0.02%
Modern Wealth Management, LLC	6.88K	Mar 31, 26	+80	0.02%
WELLS FARGO & COMPANY/MN	6.76K	Mar 31, 26	-32.72K	0.02%
PENNINGTON PARTNERS & CO., LLC	6.70K	Mar 31, 26	-56	0.02%
SAGESPRING WEALTH PARTNERS, LLC	6.62K	Mar 31, 26	+6.62K	0.02%
MCIA Inc	6.62K	Mar 31, 26	-46	0.02%
CAHILL FINANCIAL ADVISORS INC	6.59K	Mar 31, 26	+3.02K	0.02%
Bay Rivers Group	6.43K	Mar 31, 26	+6.43K	0.02%
Planning Center, Inc.	6.38K	Mar 31, 26	-172	0.02%
Coyle Financial Counsel LLC	6.35K	Mar 31, 26	+1	0.02%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	6.26K	Mar 31, 26	-3.60K	0.02%
HEADINVEST, LLC	6.03K	Mar 31, 26	+6.03K	0.02%
COMMUNITY TRUST & INVESTMENT CO	6.00K	Mar 31, 26	-157.04K	0.02%
Beaird Harris Wealth Management, LLC	5.97K	Mar 31, 26	+5.97K	0.02%
Pacifica Partners Inc.	5.96K	Mar 31, 26	+5.96K	0.02%
LexAurum Advisors, LLC	5.79K	Mar 31, 26	+5.79K	0.02%
MATHER GROUP, LLC.	5.76K	Mar 31, 26	--	0.02%
Baker Avenue Asset Management, LP	5.72K	Mar 31, 26	--	0.02%
Beacon Pointe Advisors, LLC	5.65K	Mar 31, 26	+2.44K	0.02%
Passive Capital Management, LLC.	5.58K	Mar 31, 26	--	0.02%
American Institute for Advanced Investment Management, LLP	5.54K	Mar 31, 26	+2.69K	0.02%
UNIQUE WEALTH, LLC	5.54K	Mar 31, 26	-9.83K	0.02%
Affinity Capital Advisors, LLC	5.50K	Mar 31, 26	--	0.02%
Wealthcare Advisory Partners LLC	5.49K	Mar 31, 26	-15	0.02%
Private Advisory Group LLC	5.42K	Mar 31, 26	-411	0.02%
Leonard Rickey Investment Advisors P.L.L.C.	5.10K	Mar 31, 26	+5.10K	0.02%
SILVER OAK SECURITIES, INCORPORATED	5.08K	Mar 31, 26	+688	0.02%
Eaton-Cambridge Inc.	4.87K	Mar 31, 26	+259	0.02%
Pacific Point Advisors, LLC	4.70K	Mar 31, 26	+4.70K	0.02%
PALLADIEM, LLC	4.68K	Mar 31, 26	+377	0.02%
FULTON BREAKEFIELD BROENNIMAN LLC	4.68K	Mar 31, 26	-375	0.02%
Colony Group, LLC	4.66K	Mar 31, 26	+4.66K	0.02%
Geneva Partners, LLC	4.66K	Mar 31, 26	+1.07K	0.02%
LaSalle St. Investment Advisors, LLC	4.64K	Mar 31, 26	+885	0.02%
Betterment LLC	4.62K	Mar 31, 26	+4.62K	0.02%
Ascent Group, LLC	4.60K	Mar 31, 26	+859	0.02%
CATALYST PRIVATE WEALTH, LLC	4.56K	Mar 31, 26	-4.23K	0.02%
STEPHENS INC /AR/	4.55K	Mar 31, 26	+4.55K	0.02%
Destiny Wealth Partners, LLC	4.46K	Mar 31, 26	+80	0.01%
Pillar Financial Advisors, LLC	4.45K	Mar 31, 26	+1.42K	0.01%
REGATTA CAPITAL GROUP, LLC	4.33K	Mar 31, 26	+4.33K	0.01%
Merit Financial Group, LLC	4.32K	Mar 31, 26	-122	0.01%
ECLECTIC ASSOCIATES INC /ADV	4.14K	Mar 31, 26	+86	0.01%
Mariner, LLC	4.12K	Mar 31, 26	+1.38K	0.01%
Destination Wealth Management	3.78K	Mar 31, 26	+3.78K	0.01%
NewEdge Advisors, LLC	3.73K	Mar 31, 26	-421	0.01%
StoneX Group Inc.	3.65K	Mar 31, 26	+3.65K	0.01%
BTG Pactual Asset Management US LLC	3.60K	Mar 31, 26	+687	0.01%
Empower Advisory Group, LLC	3.58K	Mar 31, 26	--	0.01%
Fortune Financial Advisors, LLC	3.38K	Mar 31, 26	-1.96K	0.01%
Keystone Financial Group, Inc.	3.37K	Mar 31, 26	+3.37K	0.01%
Hudson Value Partners, LLC	3.36K	Mar 31, 26	+3.36K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.31K	Mar 31, 26	+1.23K	0.01%
Valued Retirements, Inc.	3.29K	Mar 31, 26	-105	0.01%
Buckingham Strategic Partners	3.27K	Mar 31, 26	+292	0.01%
CARDIFF PARK ADVISORS, LLC	3.27K	Mar 31, 26	+18	0.01%
MOSAIC FINANCIAL GROUP, LLC	3.25K	Mar 31, 26	+18	0.01%
Innova Wealth Partners	3.17K	Mar 31, 26	-438	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	3.12K	Mar 31, 26	+17	0.01%
CPA Asset Management LLC	3.06K	Mar 31, 26	--	0.01%
Apollon Wealth Management, LLC	2.96K	Mar 31, 26	+2.96K	0.01%
EWA, LLC	2.88K	Mar 31, 26	+2.88K	0.01%
TCI Wealth Advisors, Inc.	2.79K	Mar 31, 26	+2.79K	0.01%
Adams Wealth Management	2.78K	Mar 31, 26	+2.78K	0.01%
CacheTech Inc.	2.78K	Mar 31, 26	+2.78K	0.01%
Sterneck Capital Management, LLC	2.74K	Mar 31, 26	+2.74K	0.01%
Twin Lakes Capital Management, LLC	2.66K	Mar 31, 26	+2.66K	0.01%
Schiavi & Co LLC	2.65K	Mar 31, 26	+2.65K	0.01%
TORONTO DOMINION BANK	1.95K	Mar 31, 26	--	0.01%
CHESAPEAKE ASSET MANAGEMENT LLC	1.51K	Mar 31, 26	+1.51K	0.00%
HAZLETT, BURT & WATSON, INC.	1.35K	Mar 31, 26	-947	0.00%
FIDUCIARY ADVISORS, INC.	1.30K	Mar 31, 26	+336	0.00%
Strategic Investment Solutions, Inc. /IL	1.23K	Mar 31, 26	-29	0.00%
TSFG, LLC	1.17K	Mar 31, 26	+1.17K	0.00%
Financial Management Professionals, Inc.	1.00K	Mar 31, 26	+1.00K	0.00%
Dogwood Wealth Management LLC	949	Mar 31, 26	+71	0.00%
Capital Advisors, Ltd. LLC	542	Mar 31, 26	--	0.00%
Tradewinds Capital Management, LLC	500	Mar 31, 26	+500	0.00%
Allworth Financial LP	439	Mar 31, 26	+439	0.00%
Advisory Services Network, LLC	417	Mar 31, 26	+417	0.00%
Smartleaf Asset Management LLC	398	Mar 31, 26	+398	0.00%
Federation des caisses Desjardins du Quebec	322	Mar 31, 26	+148	0.00%
Legacy Wealth Managment, LLC/ID	307	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	299	Mar 31, 26	+299	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	261	Mar 31, 26	-2.30K	0.00%
Evolution Advisers, Inc.	220	Mar 31, 26	--	0.00%
Fort Vancouver Investment Management, LLC	198	Mar 31, 26	+198	0.00%
ST GERMAIN D J CO INC	152	Mar 31, 26	--	0.00%
BALLAST ADVISORS LLC	103	Mar 31, 26	+103	0.00%
Bogart Wealth, LLC	55	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	25	Mar 31, 26	+25	0.00%
BNP PARIBAS ARBITRAGE, SNC	15	Mar 31, 26	+15	0.00%
Gould Capital, LLC	13	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	4	Mar 31, 26	+4	0.00%
Greystone Financial Group, LLC	--	Mar 31, 26	-32.37K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-10.34K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-2.86K	--
Bravias Capital Group, LLC	--	Mar 31, 26	-16.02K	--
KilterHowling LLC	--	Mar 31, 26	-70.59K	--
FIDUCIARY TRUST CO	--	Mar 31, 26	-5.30K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-103.01K	--
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-22.20K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-109	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-10	--
Mayflower Financial Advisors, LLC	--	Mar 31, 26	-4.30K	--
JPMORGAN CHASE & CO	--	Mar 31, 26	-2.80K	--
Financial Architects, LLC	--	Mar 31, 26	-4.36K	--
XTX Topco Ltd	--	Mar 31, 26	-5.49K	--
Perennial Advisors, LLC	--	Mar 31, 26	-11.45K	--
New Insight Wealth Advisors	--	Mar 31, 26	-5.35K	--
M Holdings Securities, Inc.	--	Mar 31, 26	-13.30K	--
Running Point Capital Advisors, LLC	43.49K	Dec 31, 25	+9.62K	0.14%
COMERICA BANK	11.58K	Dec 31, 25	+3.46K	0.04%
Custos Family Office, LLC	5.35K	Dec 31, 25	+66	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-42	--
CANANDAIGUA NATIONAL BANK & TRUST CO	--	Dec 31, 25	-4.30K	--
ASSET PLANNING CORPORATION	72.58K	Sep 30, 25	+72.58K	0.24%
Willow Creek Wealth Management Inc.	68.84K	Sep 30, 25	+35.32K	0.23%
OAK HILL WEALTH ADVISORS, LLC	4.50K	Sep 30, 25	+4.50K	0.01%
Grant/GrossMendelsohn, LLC	4.51K	Mar 31, 25	+4.51K	0.01%

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Holder

Date

Change

% Held

WIT, LLC

2.65M

Mar 31, 26

+2.65M

8.77%

Nicholas Hoffman & Company, LLC.

2.37M

Mar 31, 26

+564.61K

7.84%

Oxbow Advisors, LLC

2.29M

Mar 31, 26

+547.88K

7.57%

Evanson Asset Management, LLC

1.88M

Mar 31, 26

-24.44K

6.23%

Elm Partners Management LLC

1.84M

Mar 31, 26

+1.73M

6.11%

SCS Capital Management LLC

1.48M

Mar 31, 26

+113.14K

4.92%

BANK OF AMERICA CORP /DE/

1.41M

Mar 31, 26

+495.70K

4.68%

ARMSTRONG ADVISORY GROUP, INC

1.23M

Mar 31, 26

+560.73K

4.06%

GREENHAVEN ASSOCIATES INC

1.20M

Mar 31, 26

+423.70K

3.96%

UBS Group AG

1.02M

Mar 31, 26

+467.46K

3.40%

ROYAL BANK OF CANADA

942.16K

Mar 31, 26

+165.40K

3.12%

MORGAN STANLEY

939.08K

Mar 31, 26

+375.76K

3.11%

FSA Investment Group, LLC

807.65K

Mar 31, 26

+807.65K

2.68%

Bridgewealth Advisory Group, LLC

793.23K

Mar 31, 26

+160.24K

2.63%

BetterWealth, LLC

655.11K

Mar 31, 26

+634.11K

2.17%

Bragg Financial Advisors, Inc

605.80K

Mar 31, 26

-4.22K

2.01%

TRUIST FINANCIAL CORP

529.10K

Mar 31, 26

+44.91K

1.75%

LPL Financial LLC

477.46K

Mar 31, 26

+157.12K

1.58%

Cypress Capital, LLC

464.28K

Mar 31, 26

+23.74K

1.54%

Apella Capital, LLC

454.60K

Mar 31, 26

+310.31K

1.51%

AWM CAPITAL, LLC

394.24K

Mar 31, 26

+370.05K

1.31%

Pathway Financial Advisors LLC

383.52K

Mar 31, 26

-25.81K

1.27%

Altiora Financial Group, LLC

376.28K

Mar 31, 26

+68.14K

1.25%

Fortitude Family Office, LLC

336.43K

Mar 31, 26

+53.57K

1.11%

SYKON CAPITAL LLC

330.41K

Mar 31, 26

+326.55K

1.09%

Garde Capital, Inc.

302.79K

Mar 31, 26

+302.79K

1.00%

Red Wave Investments LLC

281.80K

Mar 31, 26

+25.60K

0.93%

ENVESTNET ASSET MANAGEMENT INC

273.59K

Mar 31, 26

+81.64K

0.91%

Cardinal Point Capital Management, ULC

273.11K

Mar 31, 26

+273.11K

0.90%

Symmetry Partners, LLC

273.09K

Mar 31, 26

+81.34K

0.90%

THOMPSON SIEGEL & WALMSLEY LLC

265.32K

Mar 31, 26

+33.35K

0.88%

RAYMOND JAMES FINANCIAL INC

256.90K

Mar 31, 26

+24.90K

0.85%

Rossmore Private Capital

254.96K

Mar 31, 26

+169.79K

0.84%

CreativeOne Wealth, LLC

254.06K

Mar 31, 26

+99.30K

0.84%

EverSource Wealth Advisors, LLC

253.57K

Mar 31, 26

-174.12K

0.84%

Clear Creek Financial Management, LLC

243.01K

Mar 31, 26

+71.75K

0.81%

HSBC HOLDINGS PLC

237.00K

Mar 31, 26

-3.20K

0.79%

Whitaker-Myers Wealth Managers, LTD.

233.62K

Mar 31, 26

+36.74K

0.77%

LRI Investments, LLC

219.15K

Mar 31, 26

+1.97K

0.73%

Tortoise Investment Management, LLC

205.70K

Mar 31, 26

+126.51K

0.68%

Miller Investment Management, LP

195.90K

Mar 31, 26

+15.00K

0.65%

Blume Capital Management, Inc.

195.05K

Mar 31, 26

+39.78K

0.65%

Rialto Wealth Management, LLC

191.94K

Mar 31, 26

+10.14K

0.64%

AQR CAPITAL MANAGEMENT LLC

186.97K

Mar 31, 26

+3.84K

0.62%

JIM SAULNIER & ASSOCIATES, LLC

184.79K

Mar 31, 26

+42.91K

0.61%

Quantinno Capital Management LP

178.32K

Mar 31, 26

+172.60K

0.59%

BENJAMIN EDWARDS INC

165.88K

Mar 31, 26

-6.79K

0.55%

Delta Investment Management, LLC

165.29K

Mar 31, 26

-147.24K

0.55%

Roundview Capital LLC

154.29K

Mar 31, 26

+154.29K

0.51%

RFP Financial Group LLC

152.67K

Mar 31, 26

+117.41K

0.51%

eCIO, Inc.

134.43K

Mar 31, 26

+58.78K

0.45%

Greenline Partners, LLC

133.70K

Mar 31, 26

-32.33K

0.44%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

130.00K

Mar 31, 26

+36.83K

0.43%

ADVISOR GROUP HOLDINGS, INC.

118.65K

Mar 31, 26

+48.64K

0.39%

Lakewood Asset Management LLC

116.50K

Mar 31, 26

+6.37K

0.39%

HARBOUR INVESTMENT MANAGEMENT LLC

115.68K

Mar 31, 26

+76.10K

0.38%

SJS Investment Consulting Inc.

115.37K

Mar 31, 26

-4.90K

0.38%

ANDERSON HOAGLAND & CO

112.28K

Mar 31, 26

+17.25K

0.37%

GenTrust, LLC

112.02K

Mar 31, 26

+93.69K

0.37%

Cambria Investment Management, L.P.

111.94K

Mar 31, 26

+111.94K

0.37%

HighTower Advisors, LLC

111.42K

Mar 31, 26

+35.36K

0.37%

Stonebridge Financial Group, LLC

106.92K

Mar 31, 26

+106.92K

0.35%

Summit Global Investments

105.86K

Mar 31, 26

+105.86K

0.35%

CHATHAM CAPITAL GROUP, INC.

102.11K

Mar 31, 26

+89.02K

0.34%

Tradition Wealth Management, LLC

101.58K

Mar 31, 26

+39.07K

0.34%

ABOUND FINANCIAL, LLC

101.44K

Mar 31, 26

-6.51K

0.34%

SAGE RHINO CAPITAL LLC

91.53K

Mar 31, 26

+36.88K

0.30%

PFW Advisors LLC

91.46K

Mar 31, 26

+27.15K

0.30%

Factorial Partners, LLC

91.00K

Mar 31, 26

+43.90K

0.30%

Kingsview Wealth Management, LLC

90.64K

Mar 31, 26

+6.64K

0.30%

Cresset Asset Management, LLC

90.25K

Mar 31, 26

-80.20K

0.30%

First Pacific Advisors, LP

90.16K

Mar 31, 26

+90.16K

0.30%

Astra Wealth Partners LLC

88.76K

Mar 31, 26

+49.88K

0.29%

Greenspring Advisors, LLC

84.87K

Mar 31, 26

+36.25K

0.28%

CWA Asset Management Group, LLC

84.50K

Mar 31, 26

+41.66K

0.28%

Perigon Wealth Management, LLC

83.70K

Mar 31, 26

+4.43K

0.28%

MRWM Advisors, LLC

82.50K

Mar 31, 26

-8.62K

0.27%

Fort Point Capital Partners LLC

82.49K

Mar 31, 26

-37.99K

0.27%

Brookstone Capital Management

80.67K

Mar 31, 26

-119.49K

0.27%

Creative Planning

79.91K

Mar 31, 26

+34.89K

0.26%

Guardian Wealth Management, Inc.

76.75K

Mar 31, 26

+70.59K

0.25%

HANOVER ADVISORS INC

75.50K

Mar 31, 26

-4.09K

0.25%

CI Private Wealth, LLC

74.08K

Mar 31, 26

+53.06K

0.25%

Cerity Partners LLC

73.36K

Mar 31, 26

+40.37K

0.24%

NewEdge Wealth, LLC

72.34K

Mar 31, 26

-21.08K

0.24%

JBR Co Financial Management Inc

70.16K

Mar 31, 26

0.23%

Fortis Advisors, LLC

68.81K

Mar 31, 26

-10.09K

0.23%

FLPUTNAM INVESTMENT MANAGEMENT CO

67.31K

Mar 31, 26

-197.38K

0.22%

Planned Solutions, Inc.

64.89K

Mar 31, 26

-579

0.22%

Savant Capital, LLC

64.26K

Mar 31, 26

-84.57K

0.21%

Unison Advisors LLC

59.45K

Mar 31, 26

+13.61K

0.20%

TPG Advisors LLC

59.22K

Mar 31, 26

+9.90K

0.20%

Cetera Investment Advisers

58.35K

Mar 31, 26

+53.62K

0.19%

SMITH, MOORE & CO.

57.22K

Mar 31, 26

+52.84K

0.19%

Ethos Financial Group, LLC

56.62K

Mar 31, 26

+56.62K

0.19%

Sowell Financial Services LLC

56.42K

Mar 31, 26

-14

0.19%

Pines Wealth Management, LLC

54.59K

Mar 31, 26

+54.59K

0.18%

SALEM INVESTMENT COUNSELORS INC

54.52K

Mar 31, 26

-3.15K

0.18%

Level Wealth Management LLC

54.18K

Mar 31, 26

+2.96K

0.18%

BURLING WEALTH PARTNERS, LLC

53.44K

Mar 31, 26

+44.09K

0.18%

Cherry Tree Wealth Management, LLC

52.76K

Mar 31, 26

+5.30K

0.17%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

52.18K

Mar 31, 26

-7.72K

0.17%

Ledgewood Wealth Advisors, LLC

51.06K

Mar 31, 26

+2.27K

0.17%

FLC Capital Advisors

50.69K

Mar 31, 26

+1.72K

0.17%

TFO-TDC, LLC

49.90K

Mar 31, 26

+6.92K

0.17%

Cambridge Investment Research Advisors, Inc.

49.13K

Mar 31, 26

-7.28K

0.16%

Beckerman Institutional, LLC

47.56K

Mar 31, 26

+40.06K

0.16%

Kohmann Bosshard Financial Services, LLC

45.74K

Mar 31, 26

+45.74K

0.15%

Savvy Advisors, Inc.

45.17K

Mar 31, 26

+10.52K

0.15%

Baird Financial Group, Inc.

44.84K

Mar 31, 26

+44.84K

0.15%

SCRATCH CAPITAL LLC

43.56K

Mar 31, 26

-228

0.14%

Spectrum Planning & Advisory Services Inc.

43.14K

Mar 31, 26

+37.83K

0.14%

Pine Valley Investments Ltd Liability Co

42.83K

Mar 31, 26

+40.11K

0.14%

CRA Financial Services, LLC

42.12K

Mar 31, 26

-3.31K

0.14%

CITADEL ADVISORS LLC

41.83K

Mar 31, 26

+41.83K

0.14%

CLUNE & ASSOCIATES, LTD.

41.73K

Mar 31, 26

+32.80K

0.14%

Steward Partners Investment Advisory, LLC

40.54K

Mar 31, 26

+843

0.13%

Mills Wealth Advisors LLC

39.97K

Mar 31, 26

+11.56K

0.13%

Heck Capital Advisors, LLC

39.70K

Mar 31, 26

0.13%

STERLING INVESTMENT MANAGEMENT, LLC

38.43K

Mar 31, 26

-1.00K

0.13%

RPS ADVISORY SOLUTIONS LLC

38.33K

Mar 31, 26

+693

0.13%

TAGStone Capital, Inc.

36.74K

Mar 31, 26

+28.70K

0.12%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.46K

Mar 31, 26

+36.46K

0.12%

KESTRA PRIVATE WEALTH SERVICES, LLC

36.39K

Mar 31, 26

+23.86K

0.12%

ABLE Financial Group, LLC

36.12K

Mar 31, 26

+36.12K

0.12%

ROBERTS GLORE & CO INC /IL/

35.47K

Mar 31, 26

+17.54K

0.12%

Arrowroot Family Office, LLC

35.36K

Mar 31, 26

+35.36K

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

34.49K

Mar 31, 26

+15.05K

0.11%

Luminvest Wealth Management LLC

34.49K

Mar 31, 26

+34.49K

0.11%

Belpointe Asset Management LLC

34.06K

Mar 31, 26

+22.73K

0.11%

Parallel Advisors, LLC

33.99K

Mar 31, 26

-2.60K

0.11%

CENTRAL TRUST Co

33.22K

Mar 31, 26

-89.54K

0.11%

Marex Group plc

33.09K

Mar 31, 26

-33.09K

0.11%

Zhang Financial LLC

31.13K

Mar 31, 26

+31.13K

0.10%

CEERA INVESTMENTS, LLC

30.72K

Mar 31, 26

-12.25K

0.10%

IFP Advisors, Inc

30.50K

Mar 31, 26

-11.20K

0.10%

IMA Wealth, Inc.

29.82K

Mar 31, 26

+29.33K

0.10%

NATIONAL BANK OF CANADA /FI/

29.81K

Mar 31, 26

+29.81K

0.10%

Quaker Wealth Management, LLC

29.78K

Mar 31, 26

-359

0.10%

Capital Investment Services of America, Inc.

29.59K

Mar 31, 26

-682

0.10%

Rockbridge Investment Management, LCC

29.35K

Mar 31, 26

+12.77K

0.10%

CARY STREET PARTNERS FINANCIAL LLC

27.98K

Mar 31, 26

+7.43K

0.09%

WEDBUSH SECURITIES INC

27.74K

Mar 31, 26

+27.74K

0.09%

Aegis Wealth Management LLC

26.94K

Mar 31, 26

+11.38K

0.09%

Wrenne Financial Planning LLC

26.28K

Mar 31, 26

0.09%

NavPoint Financial, Inc.

25.89K

Mar 31, 26

+1.47K

0.09%

HARBOUR INVESTMENTS, INC.

25.65K

Mar 31, 26

+25.65K

0.08%

Northstar Group, Inc.

25.17K

Mar 31, 26

+1.33K

0.08%

Inscription Capital, LLC

24.75K

Mar 31, 26

+946

0.08%

Castleview Partners, LLC

23.03K

Mar 31, 26

+19.51K

0.08%

CoreCap Advisors, LLC

22.97K

Mar 31, 26

-6.15K

0.08%

Legacy Advisory Services, LLC

22.85K

Mar 31, 26

+22.85K

0.08%

Resources Investment Advisors, LLC.

22.27K

Mar 31, 26

+16.74K

0.07%

Sage Mountain Advisors LLC

21.77K

Mar 31, 26

+497

0.07%

CENTAURUS FINANCIAL, INC.

21.45K

Mar 31, 26

+2.11K

0.07%

Lunt Capital Management, Inc.

20.02K

Mar 31, 26

-332

0.07%

Maltin Wealth Management, Inc.

19.78K

Mar 31, 26

-18.00K

0.07%

SCOTIA CAPITAL INC.

18.65K

Mar 31, 26

+18.65K

0.06%

Thrive Wealth Management, LLC

18.29K

Mar 31, 26

-2.74K

0.06%

Farrell Financial LLC

18.26K

Mar 31, 26

-5.52K

0.06%

Praetorian Wealth Management, Inc.

18.20K

Mar 31, 26

+621

0.06%

Miracle Mile Advisors, LLC

18.17K

Mar 31, 26

-6.63K

0.06%

Westfuller Advisors, LLC

18.06K

Mar 31, 26

-24.90K

0.06%

Vision Capital Management, Inc.

18.05K

Mar 31, 26

+7.57K

0.06%

Waverly Advisors, LLC

17.67K

Mar 31, 26

+886

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.66K

Mar 31, 26

-29.28K

0.06%

Arbor Wealth Advisors LLC

16.75K

Mar 31, 26

+1.49K

0.06%

Quadcap Wealth Management, LLC

16.57K

Mar 31, 26

+4.23K

0.05%

Steele Capital Management, Inc.

15.88K

Mar 31, 26

+15.88K

0.05%

Triumph Capital Management

15.80K

Mar 31, 26

-4.05K

0.05%

PROFESSIONAL ADVISORY SERVICES INC

15.78K

Mar 31, 26

-4.22K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

15.76K

Mar 31, 26

-1.61K

0.05%

PFG Advisors

15.01K

Mar 31, 26

+15.01K

0.05%

Family CFO Inc

14.94K

Mar 31, 26

+683

0.05%

GEN Financial Management, INC.

14.83K

Mar 31, 26

+6.66K

0.05%

FCA CORP /TX

14.67K

Mar 31, 26

+460

0.05%

Joel Isaacson & Co., LLC

14.63K

Mar 31, 26

+3.95K

0.05%

Sunpointe, LLC

14.45K

Mar 31, 26

+14.45K

0.05%

Tower Research Capital LLC (TRC)

14.06K

Mar 31, 26

-96.04K

0.05%

Western Financial Corp/CA

13.92K

Mar 31, 26

+13.92K

0.05%

Verum Partners LLC

13.89K

Mar 31, 26

+13.89K

0.05%

Pictet North America Advisors SA

13.50K

Mar 31, 26

+6.00K

0.04%

CITIZENS FINANCIAL GROUP INC/RI

13.50K

Mar 31, 26

0.04%

Farther Finance Advisors, LLC

13.43K

Mar 31, 26

-1.22K

0.04%

Graves Light Lenhart Wealth, Inc.

13.37K

Mar 31, 26

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

13.21K

Mar 31, 26

+13.21K

0.04%

Avestar Capital, LLC

13.20K

Mar 31, 26

0.04%

Verus Financial Partners, Inc.

13.14K

Mar 31, 26

-1.37K

0.04%

Lido Advisors, LLC

13.01K

Mar 31, 26

+9.32K

0.04%

Landmark Wealth Management, LLC

12.73K

Mar 31, 26

+8.11K

0.04%

MML INVESTORS SERVICES, LLC

12.71K

Mar 31, 26

+8.39K

0.04%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

12.32K

Mar 31, 26

+2.40K

0.04%

CWC Advisors, LLC.

12.24K

Mar 31, 26

+12.24K

0.04%

PRINCIPAL FINANCIAL GROUP INC

11.62K

Mar 31, 26

-31.44K

0.04%

FIFTH THIRD BANCORP

11.60K

Mar 31, 26

+11.60K

0.04%

Sandhill Capital Partners LLC

11.51K

Mar 31, 26

-23.41K

0.04%

BURNEY CO/

11.39K

Mar 31, 26

+6.26K

0.04%

GOLDMAN SACHS GROUP INC

11.21K

Mar 31, 26

-55.22K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

11.12K

Mar 31, 26

+11.12K

0.04%

Essex LLC

10.89K

Mar 31, 26

-1.12K

0.04%

Goodman Financial Corp

10.72K

Mar 31, 26

+10.72K

0.04%

Baskin Financial Services Inc.

10.58K

Mar 31, 26

+10.58K

0.04%

Partners in Financial Planning

10.52K

Mar 31, 26

+3.44K

0.03%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

10.40K

Mar 31, 26

0.03%

GSB Wealth Management, LLC

9.96K

Mar 31, 26

0.03%

Blackhawk Capital Partners LLC.

9.87K

Mar 31, 26

+3.04K

0.03%

CHOREO, LLC

9.73K

Mar 31, 26

+170

0.03%

Kestra Advisory Services, LLC

9.48K

Mar 31, 26

+2.95K

0.03%

Successful Portfolios LLC

9.44K

Mar 31, 26

-2.78K

0.03%

Victrix Investment Advisors

9.35K

Mar 31, 26

+6.46K

0.03%

Focused Wealth Management, Inc

9.28K

Mar 31, 26

+772

0.03%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

9.19K

Mar 31, 26

-4.40K

0.03%

Meredith Wealth Planning

8.43K

Mar 31, 26

+8.43K

0.03%

RETIREMENT INCOME SOLUTIONS, INC

8.34K

Mar 31, 26

0.03%

Integrated Wealth Concepts LLC

8.10K

Mar 31, 26

+8.10K

0.03%

Private Advisor Group, LLC

8.03K

Mar 31, 26

+957

0.03%

David R. Rahn & Associates Inc.

7.49K

Mar 31, 26

-3.10K

0.02%

Stratos Wealth Partners, LTD.

7.32K

Mar 31, 26

-5.34K

0.02%

Modern Wealth Management, LLC

6.88K

Mar 31, 26

+80

0.02%

WELLS FARGO & COMPANY/MN

6.76K

Mar 31, 26

-32.72K

0.02%

PENNINGTON PARTNERS & CO., LLC

6.70K

Mar 31, 26

-56

0.02%

SAGESPRING WEALTH PARTNERS, LLC

6.62K

Mar 31, 26

+6.62K

0.02%

MCIA Inc

6.62K

Mar 31, 26

-46

0.02%

CAHILL FINANCIAL ADVISORS INC

6.59K

Mar 31, 26

+3.02K

0.02%

Bay Rivers Group

6.43K

Mar 31, 26

+6.43K

0.02%

Planning Center, Inc.

6.38K

Mar 31, 26

-172

0.02%

Coyle Financial Counsel LLC

6.35K

Mar 31, 26

0.02%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

6.26K

Mar 31, 26

-3.60K

0.02%

HEADINVEST, LLC

6.03K

Mar 31, 26

+6.03K

0.02%

COMMUNITY TRUST & INVESTMENT CO

6.00K

Mar 31, 26

-157.04K

0.02%

Beaird Harris Wealth Management, LLC

5.97K

Mar 31, 26

+5.97K

0.02%

Pacifica Partners Inc.

5.96K

Mar 31, 26

+5.96K

0.02%

LexAurum Advisors, LLC

5.79K

Mar 31, 26

+5.79K

0.02%

MATHER GROUP, LLC.

5.76K

Mar 31, 26

0.02%

Baker Avenue Asset Management, LP

5.72K

Mar 31, 26

0.02%

Beacon Pointe Advisors, LLC

5.65K

Mar 31, 26

+2.44K

0.02%

Passive Capital Management, LLC.

5.58K

Mar 31, 26

0.02%

American Institute for Advanced Investment Management, LLP

5.54K

Mar 31, 26

+2.69K

0.02%

UNIQUE WEALTH, LLC

5.54K

Mar 31, 26

-9.83K

0.02%

Affinity Capital Advisors, LLC

5.50K

Mar 31, 26

0.02%

Wealthcare Advisory Partners LLC

5.49K

Mar 31, 26

-15

0.02%

Private Advisory Group LLC

5.42K

Mar 31, 26

-411

0.02%

Leonard Rickey Investment Advisors P.L.L.C.

5.10K

Mar 31, 26

+5.10K

0.02%

SILVER OAK SECURITIES, INCORPORATED

5.08K

Mar 31, 26

+688

0.02%

Eaton-Cambridge Inc.

4.87K

Mar 31, 26

+259

0.02%

Pacific Point Advisors, LLC

4.70K

Mar 31, 26

+4.70K

0.02%

PALLADIEM, LLC

4.68K

Mar 31, 26

+377

0.02%

FULTON BREAKEFIELD BROENNIMAN LLC

4.68K

Mar 31, 26

-375

0.02%

Colony Group, LLC

4.66K

Mar 31, 26

+4.66K

0.02%

Geneva Partners, LLC

4.66K

Mar 31, 26

+1.07K

0.02%

LaSalle St. Investment Advisors, LLC

4.64K

Mar 31, 26

+885

0.02%

Betterment LLC

4.62K

Mar 31, 26

+4.62K

0.02%

Ascent Group, LLC

4.60K

Mar 31, 26

+859

0.02%

CATALYST PRIVATE WEALTH, LLC

4.56K

Mar 31, 26

-4.23K

0.02%

STEPHENS INC /AR/

4.55K

Mar 31, 26

+4.55K

0.02%

Destiny Wealth Partners, LLC

4.46K

Mar 31, 26

+80

0.01%

Pillar Financial Advisors, LLC

4.45K

Mar 31, 26

+1.42K

0.01%

REGATTA CAPITAL GROUP, LLC

4.33K

Mar 31, 26

+4.33K

0.01%

Merit Financial Group, LLC

4.32K

Mar 31, 26

-122

0.01%

ECLECTIC ASSOCIATES INC /ADV

4.14K

Mar 31, 26

+86

0.01%

Mariner, LLC

4.12K

Mar 31, 26

+1.38K

0.01%

Destination Wealth Management

3.78K

Mar 31, 26

+3.78K

0.01%

NewEdge Advisors, LLC

3.73K

Mar 31, 26

-421

0.01%

StoneX Group Inc.

3.65K

Mar 31, 26

+3.65K

0.01%

BTG Pactual Asset Management US LLC

3.60K

Mar 31, 26

+687

0.01%

Empower Advisory Group, LLC

3.58K

Mar 31, 26

0.01%

Fortune Financial Advisors, LLC

3.38K

Mar 31, 26

-1.96K

0.01%

Keystone Financial Group, Inc.

3.37K

Mar 31, 26

+3.37K

0.01%

Hudson Value Partners, LLC

3.36K

Mar 31, 26

+3.36K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.31K

Mar 31, 26

+1.23K

0.01%

Valued Retirements, Inc.

3.29K

Mar 31, 26

-105

0.01%

Buckingham Strategic Partners

3.27K

Mar 31, 26

+292

0.01%

CARDIFF PARK ADVISORS, LLC

3.27K

Mar 31, 26

+18

0.01%

MOSAIC FINANCIAL GROUP, LLC

3.25K

Mar 31, 26

+18

0.01%

Innova Wealth Partners

3.17K

Mar 31, 26

-438

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

3.12K

Mar 31, 26

+17

0.01%

CPA Asset Management LLC

3.06K

Mar 31, 26

0.01%

Apollon Wealth Management, LLC

2.96K

Mar 31, 26

+2.96K

0.01%

EWA, LLC

2.88K

Mar 31, 26

+2.88K

0.01%

TCI Wealth Advisors, Inc.

2.79K

Mar 31, 26

+2.79K

0.01%

Adams Wealth Management

2.78K

Mar 31, 26

+2.78K

0.01%

CacheTech Inc.

2.78K

Mar 31, 26

+2.78K

0.01%

Sterneck Capital Management, LLC

2.74K

Mar 31, 26

+2.74K

0.01%

Twin Lakes Capital Management, LLC

2.66K

Mar 31, 26

+2.66K

0.01%

Schiavi & Co LLC

2.65K

Mar 31, 26

+2.65K

0.01%

TORONTO DOMINION BANK

1.95K

Mar 31, 26

0.01%

CHESAPEAKE ASSET MANAGEMENT LLC

1.51K

Mar 31, 26

+1.51K

0.00%

HAZLETT, BURT & WATSON, INC.

1.35K

Mar 31, 26

-947

0.00%

FIDUCIARY ADVISORS, INC.

1.30K

Mar 31, 26

+336

0.00%

Strategic Investment Solutions, Inc. /IL

1.23K

Mar 31, 26

-29

0.00%

TSFG, LLC

1.17K

Mar 31, 26

+1.17K

0.00%

Financial Management Professionals, Inc.

1.00K

Mar 31, 26

+1.00K

0.00%

Dogwood Wealth Management LLC

949

Mar 31, 26

+71

0.00%

Capital Advisors, Ltd. LLC

542

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

500

Mar 31, 26

+500

0.00%

Allworth Financial LP

439

Mar 31, 26

+439

0.00%

Advisory Services Network, LLC

417

Mar 31, 26

+417

0.00%

Smartleaf Asset Management LLC

398

Mar 31, 26

+398

0.00%

Federation des caisses Desjardins du Quebec

322

Mar 31, 26

+148

0.00%

Legacy Wealth Managment, LLC/ID

307

Mar 31, 26

0.00%

Root Financial Partners, LLC

299

Mar 31, 26

+299

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

261

Mar 31, 26

-2.30K

0.00%

Evolution Advisers, Inc.

220

Mar 31, 26

0.00%

Fort Vancouver Investment Management, LLC

198

Mar 31, 26

+198

0.00%

ST GERMAIN D J CO INC

152

Mar 31, 26

0.00%

BALLAST ADVISORS LLC

103

Mar 31, 26

+103

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

+25

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+15

0.00%

Gould Capital, LLC

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

0.00%

Greystone Financial Group, LLC

Mar 31, 26

-32.37K

Diversify Advisory Services, LLC

Mar 31, 26

-10.34K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-2.86K

Bravias Capital Group, LLC

Mar 31, 26

-16.02K

KilterHowling LLC

Mar 31, 26

-70.59K

FIDUCIARY TRUST CO

Mar 31, 26

-5.30K

JANE STREET GROUP, LLC

Mar 31, 26

-103.01K

BANK OF MONTREAL /CAN/

Mar 31, 26

-22.20K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-109

Rockefeller Capital Management L.P.

Mar 31, 26

-10

Mayflower Financial Advisors, LLC

Mar 31, 26

-4.30K

JPMORGAN CHASE & CO

Mar 31, 26

-2.80K

Financial Architects, LLC

Mar 31, 26

-4.36K

XTX Topco Ltd

Mar 31, 26

-5.49K

Perennial Advisors, LLC

Mar 31, 26

-11.45K

New Insight Wealth Advisors

Mar 31, 26

-5.35K

M Holdings Securities, Inc.

Mar 31, 26

-13.30K

Running Point Capital Advisors, LLC

43.49K

Dec 31, 25

+9.62K

0.14%

COMERICA BANK

11.58K

Dec 31, 25

+3.46K

0.04%

Custos Family Office, LLC

5.35K

Dec 31, 25

+66

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-42

CANANDAIGUA NATIONAL BANK & TRUST CO

Dec 31, 25

-4.30K

ASSET PLANNING CORPORATION

72.58K

Sep 30, 25

+72.58K

0.24%

Willow Creek Wealth Management Inc.

68.84K

Sep 30, 25

+35.32K

0.23%

OAK HILL WEALTH ADVISORS, LLC

4.50K

Sep 30, 25

+4.50K

0.01%

Grant/GrossMendelsohn, LLC

4.51K

Mar 31, 25

+4.51K

0.01%