VictoryShares Free Cash Flow ETF(VFLO)

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VictoryShares Free Cash Flow ETF(VFLO)

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$47.80—

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VFLO(VFLO)

VFLO

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

Institutional Ownership

Top 266 Institutional Holders

Holder	Shares	Date	Change	% Held
Princeton Global Asset Management LLC	--	Jun 30, 26	-113	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-6.92K	--
BANK OF AMERICA CORP /DE/	15.97M	Mar 31, 26	+1.49M	9.85%
LPL Financial LLC	13.44M	Mar 31, 26	+1.16M	8.30%
MORGAN STANLEY	12.55M	Mar 31, 26	+620.97K	7.75%
WELLS FARGO & COMPANY/MN	7.85M	Mar 31, 26	+1.62M	4.85%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.57M	Mar 31, 26	+173.13K	4.67%
RAYMOND JAMES FINANCIAL INC	5.75M	Mar 31, 26	+726.03K	3.55%
VICTORY CAPITAL MANAGEMENT INC	5.01M	Mar 31, 26	+310.00K	3.09%
UBS Group AG	3.60M	Mar 31, 26	+385.42K	2.22%
Allworth Financial LP	3.52M	Mar 31, 26	-32.37K	2.17%
HighTower Advisors, LLC	3.02M	Mar 31, 26	+44.78K	1.87%
AMERIPRISE FINANCIAL INC	2.55M	Mar 31, 26	+357.67K	1.58%
ENVESTNET ASSET MANAGEMENT INC	2.40M	Mar 31, 26	+1.36M	1.48%
Modern Wealth Management, LLC	2.36M	Mar 31, 26	+361.00K	1.46%
Miracle Mile Advisors, LLC	2.17M	Mar 31, 26	-20.01K	1.34%
ROYAL BANK OF CANADA	2.14M	Mar 31, 26	+215.54K	1.32%
Krilogy Financial LLC	1.69M	Mar 31, 26	+60.49K	1.04%
GREAT VALLEY ADVISOR GROUP, INC.	1.64M	Mar 31, 26	+150.76K	1.01%
Goldstein Advisors, LLC	1.54M	Mar 31, 26	-543.82K	0.95%
Parallel Advisors, LLC	1.54M	Mar 31, 26	+1.43M	0.95%
Sanctuary Advisors, LLC	1.11M	Mar 31, 26	+32.36K	0.68%
Keystone Financial Group	1.08M	Mar 31, 26	+32.32K	0.67%
StoneX Group Inc.	1.06M	Mar 31, 26	-456	0.65%
COMMONWEALTH EQUITY SERVICES, LLC	1.04M	Mar 31, 26	+51.36K	0.64%
Private Advisor Group, LLC	916.63K	Mar 31, 26	+89.48K	0.57%
ADVISOR GROUP HOLDINGS, INC.	838.19K	Mar 31, 26	+24.94K	0.52%
Brinker Capital Investments, LLC	631.65K	Mar 31, 26	-3.40K	0.39%
Cetera Investment Advisers	575.49K	Mar 31, 26	-18.15K	0.36%
Sepio Capital, LP	542.43K	Mar 31, 26	+264	0.33%
Beacon Capital Management, Inc.	530.26K	Mar 31, 26	+99.21K	0.33%
Cambridge Investment Research Advisors, Inc.	529.73K	Mar 31, 26	-366.42K	0.33%
Rockefeller Capital Management L.P.	528.15K	Mar 31, 26	+77.15K	0.33%
Madison Asset Management, LLC	476.72K	Mar 31, 26	+38.75K	0.29%
Atlas Wealth LLC	453.01K	Mar 31, 26	+67.87K	0.28%
Landmark Wealth Management, LLC	450.71K	Mar 31, 26	+87.08K	0.28%
Allen Capital Group, LLC	429.05K	Mar 31, 26	+4.06K	0.26%
ADAPT WEALTH ADVISORS, LLC	420.50K	Mar 31, 26	+1.86K	0.26%
GOLDMAN SACHS GROUP INC	412.25K	Mar 31, 26	+331.56K	0.25%
TWO SIGMA INVESTMENTS, LP	393.20K	Mar 31, 26	-44.50K	0.24%
Gotham Asset Management, LLC	365.53K	Mar 31, 26	+20.46K	0.23%
Summit Financial, LLC	360.31K	Mar 31, 26	-20.94K	0.22%
CFO4Life Group, LLC	352.70K	Mar 31, 26	-3.77K	0.22%
STIFEL FINANCIAL CORP	342.79K	Mar 31, 26	+35.30K	0.21%
Foundations Investment Advisors, LLC	340.30K	Mar 31, 26	+5.82K	0.21%
OneAscent Financial Services LLC	330.93K	Mar 31, 26	+134.47K	0.20%
JONES FINANCIAL COMPANIES LLLP	330.29K	Mar 31, 26	+182.80K	0.20%
Sowa Financial Group, Inc.	320.90K	Mar 31, 26	+308.66K	0.20%
TRUIST FINANCIAL CORP	317.48K	Mar 31, 26	+21.41K	0.20%
Mariner, LLC	316.36K	Mar 31, 26	+155.18K	0.20%
Hudock, Inc.	301.69K	Mar 31, 26	+38.92K	0.19%
Western Wealth Management, LLC	268.57K	Mar 31, 26	+20.80K	0.17%
Legacy Financial Advisors, Inc.	262.94K	Mar 31, 26	+262.94K	0.16%
Advance Capital Management, Inc.	248.99K	Mar 31, 26	+11.11K	0.15%
Weil Company, Inc.	247.06K	Mar 31, 26	+8.09K	0.15%
EXCHANGE TRADED CONCEPTS, LLC	234.15K	Mar 31, 26	+234.15K	0.14%
Atria Investments, Inc	229.34K	Mar 31, 26	+34.74K	0.14%
FLAGSHIP HARBOR ADVISORS, LLC	228.30K	Mar 31, 26	+14.63K	0.14%
KICKSTAND VENTURES, LLC.	216.52K	Mar 31, 26	+2.97K	0.13%
MML INVESTORS SERVICES, LLC	208.79K	Mar 31, 26	+104.99K	0.13%
GERBER, LLC	190.63K	Mar 31, 26	+130.50K	0.12%
Cornerstone Wealth Group, LLC	173.01K	Mar 31, 26	+173.01K	0.11%
Pine Valley Investments Ltd Liability Co	167.70K	Mar 31, 26	+14.56K	0.10%
Bank of New York Mellon Corp	163.71K	Mar 31, 26	-3.57K	0.10%
Fort Point Capital Partners LLC	161.76K	Mar 31, 26	+86.66K	0.10%
Huntleigh Advisors, Inc.	158.18K	Mar 31, 26	-7.76K	0.10%
Ausdal Financial Partners, Inc.	155.65K	Mar 31, 26	+8.23K	0.10%
FIFTH THIRD BANCORP	151.96K	Mar 31, 26	+151.96K	0.09%
JPMORGAN CHASE & CO	150.83K	Mar 31, 26	+1.64K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	145.70K	Mar 31, 26	-8.34K	0.09%
OneAscent Wealth Management LLC	142.60K	Mar 31, 26	+19.16K	0.09%
Aptus Capital Advisors, LLC	137.99K	Mar 31, 26	+11.25K	0.09%
ATLANTIC FAMILY WEALTH, LLC	136.16K	Mar 31, 26	+22.64K	0.08%
Maridea Wealth Management LLC	135.98K	Mar 31, 26	-14.53K	0.08%
Financial Guidance Group, Inc.	134.92K	Mar 31, 26	+8.31K	0.08%
CORRECT CAPITAL WEALTH MANAGEMENT	129.46K	Mar 31, 26	-344.82K	0.08%
Sunbelt Securities, Inc.	128.07K	Mar 31, 26	+4.12K	0.08%
Goldstone Financial Group, LLC	124.36K	Mar 31, 26	-45.04K	0.08%
McGowan Group Asset Management, Inc.	120.64K	Mar 31, 26	+11.49K	0.07%
MAGNOLIA CAPITAL ADVISORS LLC	112.69K	Mar 31, 26	-124.07K	0.07%
Legacy Capital Group California, Inc.	108.08K	Mar 31, 26	+2.28K	0.07%
Equitable Holdings, Inc.	106.93K	Mar 31, 26	+16.69K	0.07%
Cornerstone Wealth Management, LLC	100.84K	Mar 31, 26	+8.41K	0.06%
Triumph Capital Management	100.19K	Mar 31, 26	+1.67K	0.06%
Integrated Wealth Concepts LLC	99.56K	Mar 31, 26	+31.90K	0.06%
Janney Montgomery Scott LLC	95.39K	Mar 31, 26	+21.17K	0.06%
EverSource Wealth Advisors, LLC	93.24K	Mar 31, 26	-4.59K	0.06%
KPP Advisory Services LLC	92.20K	Mar 31, 26	+22.77K	0.06%
Farther Finance Advisors, LLC	85.23K	Mar 31, 26	-2.86K	0.05%
SPIREPOINT PRIVATE CLIENT, LLC	84.12K	Mar 31, 26	+3.78K	0.05%
KENNEDY INVESTMENT GROUP	83.92K	Mar 31, 26	+6.80K	0.05%
Tradition Wealth Management, LLC	83.73K	Mar 31, 26	+812	0.05%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	83.63K	Mar 31, 26	+3.31K	0.05%
Greykasell Wealth Strategies, Inc.	82.70K	Mar 31, 26	+735	0.05%
Summit Asset Management, LLC	80.85K	Mar 31, 26	+4.11K	0.05%
BKA Wealth Consulting, Inc.	80.40K	Mar 31, 26	+80.40K	0.05%
CAP Partners, LLC	76.52K	Mar 31, 26	-271	0.05%
Axis Wealth Partners, LLC	74.95K	Mar 31, 26	+4.13K	0.05%
IHT Wealth Management, LLC	72.79K	Mar 31, 26	-93.40K	0.04%
WBI INVESTMENTS, INC.	71.97K	Mar 31, 26	-93.47K	0.04%
MILLINGTON SECURITIES, INC.	71.97K	Mar 31, 26	+71.97K	0.04%
DDD Partners, LLC	71.32K	Mar 31, 26	+5.97K	0.04%
Qube Research & Technologies Ltd	68.78K	Mar 31, 26	-58.92K	0.04%
Hilltop Holdings Inc.	65.95K	Mar 31, 26	-336	0.04%
Trademark Financial Management, LLC	62.07K	Mar 31, 26	+10.67K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	57.46K	Mar 31, 26	+57.46K	0.04%
AE Wealth Management LLC	54.98K	Mar 31, 26	+8.28K	0.03%
Kestra Advisory Services, LLC	54.47K	Mar 31, 26	+9.14K	0.03%
NewEdge Advisors, LLC	51.11K	Mar 31, 26	+3.89K	0.03%
CreativeOne Wealth, LLC	47.38K	Mar 31, 26	+22.18K	0.03%
Sigma Planning Corp	47.03K	Mar 31, 26	+7.09K	0.03%
Prime Capital Investment Advisors, LLC	46.09K	Mar 31, 26	+9.56K	0.03%
SAGESPRING WEALTH PARTNERS, LLC	43.81K	Mar 31, 26	+982	0.03%
BARNES PETTEY FINANCIAL ADVISORS, LLC	42.95K	Mar 31, 26	+1.26K	0.03%
Comprehensive Financial Planning, Inc./PA	42.81K	Mar 31, 26	-2.28K	0.03%
Keel Point, LLC	42.60K	Mar 31, 26	-955	0.03%
Steward Partners Investment Advisory, LLC	42.23K	Mar 31, 26	-1.37K	0.03%
J HAGAN CAPITAL, INC.	39.31K	Mar 31, 26	-17.91K	0.02%
WCG Wealth Advisors LLC	38.84K	Mar 31, 26	+243	0.02%
OneAscent Family Office, LLC	37.91K	Mar 31, 26	+169	0.02%
AQR CAPITAL MANAGEMENT LLC	37.75K	Mar 31, 26	+16.22K	0.02%
D.A. DAVIDSON & CO.	37.20K	Mar 31, 26	+6.77K	0.02%
Stratos Wealth Partners, LTD.	37.18K	Mar 31, 26	-606	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	37.10K	Mar 31, 26	+5.74K	0.02%
Colony Group, LLC	34.83K	Mar 31, 26	+5.51K	0.02%
Embree Financial Group	33.71K	Mar 31, 26	-13.14K	0.02%
GeoWealth Management, LLC	31.37K	Mar 31, 26	+5.44K	0.02%
RPS ADVISORY SOLUTIONS LLC	31.33K	Mar 31, 26	-31.55K	0.02%
NewEdge Wealth, LLC	30.81K	Mar 31, 26	+784	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	30.31K	Mar 31, 26	+12.04K	0.02%
NATIXIS ADVISORS, L.P.	29.49K	Mar 31, 26	+12.37K	0.02%
Independent Advisor Alliance	28.61K	Mar 31, 26	+28.61K	0.02%
Maia Wealth LLC	28.61K	Mar 31, 26	+10.10K	0.02%
REGIONS FINANCIAL CORP	26.68K	Mar 31, 26	+26.68K	0.02%
BROWN ADVISORY INC	26.56K	Mar 31, 26	+7.44K	0.02%
Moors & Cabot, Inc.	24.23K	Mar 31, 26	+6.60K	0.01%
MATHER GROUP, LLC.	23.74K	Mar 31, 26	+23.74K	0.01%
TITLEIST ASSET MANAGEMENT, LLC	23.07K	Mar 31, 26	+14.46K	0.01%
BENJAMIN EDWARDS INC	22.20K	Mar 31, 26	+22.20K	0.01%
Nutshell Asset Management Ltd	21.87K	Mar 31, 26	+21.87K	0.01%
MONEY CONCEPTS CAPITAL CORP	21.43K	Mar 31, 26	-2.07K	0.01%
Global Assets Advisory, LLC	21.08K	Mar 31, 26	+15.50K	0.01%
Jacobi Capital Management LLC	20.98K	Mar 31, 26	+7.36K	0.01%
Summit Financial Wealth Advisors, LLC	19.82K	Mar 31, 26	+1.75K	0.01%
Visionary Wealth Advisors	19.26K	Mar 31, 26	+2.43K	0.01%
WHITTIER TRUST CO OF NEVADA INC	18.84K	Mar 31, 26	+18.84K	0.01%
ROTHSCHILD INVESTMENT LLC	18.57K	Mar 31, 26	+7.00K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	18.39K	Mar 31, 26	-1.01K	0.01%
RENAISSANCE TECHNOLOGIES LLC	18.30K	Mar 31, 26	-51.50K	0.01%
HRT FINANCIAL LP	18.28K	Mar 31, 26	+18.28K	0.01%
CI Private Wealth, LLC	17.84K	Mar 31, 26	+17.84K	0.01%
Sound View Wealth Advisors Group, LLC	17.80K	Mar 31, 26	+757	0.01%
Belpointe Asset Management LLC	17.39K	Mar 31, 26	+5.51K	0.01%
Caprock Group, LLC	16.99K	Mar 31, 26	+31	0.01%
Legacy Capital Wealth Partners, LLC	16.77K	Mar 31, 26	-2.30K	0.01%
Creative Planning	15.87K	Mar 31, 26	+9.06K	0.01%
Intrua Financial, LLC	15.71K	Mar 31, 26	+1.72K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	15.62K	Mar 31, 26	-82	0.01%
Gateway Wealth Partners, LLC	15.35K	Mar 31, 26	+6.87K	0.01%
Concurrent Investment Advisors, LLC	13.62K	Mar 31, 26	-227.83K	0.01%
PRIVATE TRUST CO NA	13.53K	Mar 31, 26	+254	0.01%
Aspiring Ventures, LLC	13.30K	Mar 31, 26	--	0.01%
Yukon Wealth Management, Inc.	12.64K	Mar 31, 26	-606	0.01%
HARBOUR INVESTMENTS, INC.	12.23K	Mar 31, 26	+3.66K	0.01%
Cerity Partners LLC	12.00K	Mar 31, 26	+1.14K	0.01%
PROTECTIVE LIFE CORP	11.73K	Mar 31, 26	+11.73K	0.01%
HORAN Wealth, LLC	11.61K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	11.57K	Mar 31, 26	--	0.01%
U.S. Capital Wealth Advisors, LLC	11.15K	Mar 31, 26	--	0.01%
Prospera Financial Services Inc	11.15K	Mar 31, 26	+3.96K	0.01%
Balentine LLC	11.09K	Mar 31, 26	--	0.01%
Kestra Investment Management, LLC	10.97K	Mar 31, 26	+5.70K	0.01%
Harel Insurance Investments & Financial Services Ltd.	10.90K	Mar 31, 26	+2.90K	0.01%
Baird Financial Group, Inc.	10.67K	Mar 31, 26	+10.67K	0.01%
OPPENHEIMER & CO INC	10.22K	Mar 31, 26	+3.60K	0.01%
Snowden Capital Advisors LLC	10.05K	Mar 31, 26	--	0.01%
BYRNE FINANCIAL FREEDOM, LLC	10.05K	Mar 31, 26	-111	0.01%
Beacon Pointe Advisors, LLC	9.96K	Mar 31, 26	+9.96K	0.01%
Raleigh Capital Management Inc.	9.77K	Mar 31, 26	+1.27K	0.01%
Claro Advisors LLC	9.58K	Mar 31, 26	-1.11K	0.01%
Atomi Financial Group, Inc.	9.46K	Mar 31, 26	-2.74K	0.01%
PFG Investments, LLC	9.39K	Mar 31, 26	+234	0.01%
FMR LLC	8.27K	Mar 31, 26	+4.55K	0.01%
Financial Security Advisor, Inc.	8.13K	Mar 31, 26	+10	0.01%
HBK Sorce Advisory LLC	7.80K	Mar 31, 26	+7.80K	0.00%
Ameritas Advisory Services, LLC	7.80K	Mar 31, 26	+7.80K	0.00%
NEW WAVE WEALTH ADVISORS LLC	7.71K	Mar 31, 26	+7.71K	0.00%
Carrera Capital Advisors	7.53K	Mar 31, 26	-422	0.00%
SMART Wealth LLC	7.51K	Mar 31, 26	+7.51K	0.00%
HOWARD BAILEY SECURITIES, LLC	6.98K	Mar 31, 26	-374	0.00%
SEI INVESTMENTS CO	6.90K	Mar 31, 26	+275	0.00%
UNIQUE WEALTH, LLC	6.62K	Mar 31, 26	--	0.00%
Allie Family Office LLC	6.42K	Mar 31, 26	--	0.00%
Quantinno Capital Management LP	6.38K	Mar 31, 26	-1.23K	0.00%
CARY STREET PARTNERS FINANCIAL LLC	6.25K	Mar 31, 26	+6.25K	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	6.08K	Mar 31, 26	+6.08K	0.00%
NICOLET BANKSHARES INC	6.00K	Mar 31, 26	+6.00K	0.00%
REUTER JAMES WEALTH MANAGEMENT, LLC	6.00K	Mar 31, 26	-715	0.00%
PRELUDE CAPITAL MANAGEMENT, LLC	5.44K	Mar 31, 26	+5.44K	0.00%
BlackRock, Inc.	5.38K	Mar 31, 26	+5.38K	0.00%
Strategic Blueprint, LLC	5.21K	Mar 31, 26	+5.21K	0.00%
MAI Capital Management	5.10K	Mar 31, 26	+5.10K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.47K	Mar 31, 26	+4.47K	0.00%
Stelac Advisory Services LLC	4.46K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	4.10K	Mar 31, 26	+4.10K	0.00%
Geneos Wealth Management Inc.	3.51K	Mar 31, 26	+1.00K	0.00%
PIN OAK INVESTMENT ADVISORS INC	3.25K	Mar 31, 26	--	0.00%
Tradewinds Capital Management, LLC	2.90K	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	2.50K	Mar 31, 26	--	0.00%
HM PAYSON & CO	2.48K	Mar 31, 26	--	0.00%
Clayton Financial Group LLC	2.39K	Mar 31, 26	-114	0.00%
US BANCORP \DE\	1.66K	Mar 31, 26	+1.54K	0.00%
Quest 10 Wealth Builders, Inc.	1.60K	Mar 31, 26	+243	0.00%
Global Trust Asset Management, LLC	1.40K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.35K	Mar 31, 26	+602	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	1.33K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	1.18K	Mar 31, 26	--	0.00%
CWM, LLC	966	Mar 31, 26	+861	0.00%
VANGUARD ADVISERS INC	788	Mar 31, 26	+788	0.00%
Lloyd Advisory Services, LLC.	654	Mar 31, 26	-6.95K	0.00%
Kingdom Financial Group LLC.	654	Mar 31, 26	+12	0.00%
Clearstead Advisors, LLC	644	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	594	Mar 31, 26	+19	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	593	Mar 31, 26	+593	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	500	Mar 31, 26	+500	0.00%
BROWN BROTHERS HARRIMAN & CO	411	Mar 31, 26	+411	0.00%
IFP Advisors, Inc	363	Mar 31, 26	+131	0.00%
Bruce G. Allen Investments, LLC	267	Mar 31, 26	--	0.00%
MCF Advisors LLC	178	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	67	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	63	Mar 31, 26	+39	0.00%
DHJJ Financial Advisors, Ltd.	57	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	52	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	16	Mar 31, 26	+16	0.00%
Russell Investments Group, Ltd.	1	Mar 31, 26	+1	0.00%
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-3.74K	--
Salomon & Ludwin, LLC	--	Mar 31, 26	-302	--
Outlook Wealth Advisors, LLC	--	Mar 31, 26	-7.26K	--
Empowered Funds, LLC	--	Mar 31, 26	-4.57K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-14.98K	--
Vantage Financial Partners, LLC	802.56K	Dec 31, 25	+18.11K	0.50%
COMERICA BANK	122.38K	Dec 31, 25	+22.70K	0.08%
Global Retirement Partners, LLC	71.18K	Dec 31, 25	-12.65K	0.04%
Sequent Asset Management, LLC	35.62K	Dec 31, 25	-200	0.02%
NICOLET ADVISORY SERVICES, LLC	6.00K	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	1.86K	Dec 31, 25	+1.86K	0.00%
NAPA WEALTH MANAGEMENT	25.92K	Sep 30, 25	-14.29K	0.02%
Binnacle Investments Inc	339	Sep 30, 25	+339	0.00%
Abich Financial Wealth Management LLC	57	Sep 30, 25	+57	0.00%
Smith Anglin Financial, LLC	2.72M	Jun 30, 25	+154.91K	1.68%
Astor Investment Management LLC	479.58K	Jun 30, 25	-25.77K	0.30%
DOHJ, LLC	64.37K	Jun 30, 25	+56.77K	0.04%
Horan Securities, Inc.	11.50K	Jun 30, 25	+11.50K	0.01%
Atria Wealth Solutions, Inc.	6.85K	Jun 30, 25	+6.85K	0.00%
Orion Portfolio Solutions, LLC	470.98K	Mar 31, 25	+470.98K	0.29%
Transform Wealth, LLC	118.52K	Mar 31, 25	-14.13K	0.07%
TAP Consulting, LLC	103.36K	Dec 31, 24	+6.23K	0.06%
Madison Investment Advisors, LLC	36.40K	Dec 31, 24	+36.40K	0.02%
Private Portfolio Partners LLC	35.42K	Dec 31, 24	+23.49K	0.02%
HBC Financial Services, PLLC	3.00K	Dec 31, 24	+3.00K	0.00%
Householder Group Estate & Retirement Specialist, LLC	474	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	299.43K	Sep 30, 24	+191.75K	0.18%
RAYMOND JAMES & ASSOCIATES	140.90K	Sep 30, 24	+71.74K	0.09%
VitalStone Financial, LLC	15.90K	Sep 30, 24	-13.60K	0.01%
Peterson Financial Group, Inc.	723	Sep 30, 24	+723	0.00%
Cetera Advisors LLC	42.18K	Mar 31, 24	+42.18K	0.03%

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Holder

Date

Change

% Held

Princeton Global Asset Management LLC

Jun 30, 26

-113

WORLD EQUITY GROUP, INC.

Jun 30, 26

-6.92K

BANK OF AMERICA CORP /DE/

15.97M

Mar 31, 26

+1.49M

9.85%

LPL Financial LLC

13.44M

Mar 31, 26

+1.16M

8.30%

MORGAN STANLEY

12.55M

Mar 31, 26

+620.97K

7.75%

WELLS FARGO & COMPANY/MN

7.85M

Mar 31, 26

+1.62M

4.85%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.57M

Mar 31, 26

+173.13K

4.67%

RAYMOND JAMES FINANCIAL INC

5.75M

Mar 31, 26

+726.03K

3.55%

VICTORY CAPITAL MANAGEMENT INC

5.01M

Mar 31, 26

+310.00K

3.09%

UBS Group AG

3.60M

Mar 31, 26

+385.42K

2.22%

Allworth Financial LP

3.52M

Mar 31, 26

-32.37K

2.17%

HighTower Advisors, LLC

3.02M

Mar 31, 26

+44.78K

1.87%

AMERIPRISE FINANCIAL INC

2.55M

Mar 31, 26

+357.67K

1.58%

ENVESTNET ASSET MANAGEMENT INC

2.40M

Mar 31, 26

+1.36M

1.48%

Modern Wealth Management, LLC

2.36M

Mar 31, 26

+361.00K

1.46%

Miracle Mile Advisors, LLC

2.17M

Mar 31, 26

-20.01K

1.34%

ROYAL BANK OF CANADA

2.14M

Mar 31, 26

+215.54K

1.32%

Krilogy Financial LLC

1.69M

Mar 31, 26

+60.49K

1.04%

GREAT VALLEY ADVISOR GROUP, INC.

1.64M

Mar 31, 26

+150.76K

1.01%

Goldstein Advisors, LLC

1.54M

Mar 31, 26

-543.82K

0.95%

Parallel Advisors, LLC

1.54M

Mar 31, 26

+1.43M

0.95%

Sanctuary Advisors, LLC

1.11M

Mar 31, 26

+32.36K

0.68%

Keystone Financial Group

1.08M

Mar 31, 26

+32.32K

0.67%

StoneX Group Inc.

1.06M

Mar 31, 26

-456

0.65%

COMMONWEALTH EQUITY SERVICES, LLC

1.04M

Mar 31, 26

+51.36K

0.64%

Private Advisor Group, LLC

916.63K

Mar 31, 26

+89.48K

0.57%

ADVISOR GROUP HOLDINGS, INC.

838.19K

Mar 31, 26

+24.94K

0.52%

Brinker Capital Investments, LLC

631.65K

Mar 31, 26

-3.40K

0.39%

Cetera Investment Advisers

575.49K

Mar 31, 26

-18.15K

0.36%

Sepio Capital, LP

542.43K

Mar 31, 26

+264

0.33%

Beacon Capital Management, Inc.

530.26K

Mar 31, 26

+99.21K

0.33%

Cambridge Investment Research Advisors, Inc.

529.73K

Mar 31, 26

-366.42K

0.33%

Rockefeller Capital Management L.P.

528.15K

Mar 31, 26

+77.15K

0.33%

Madison Asset Management, LLC

476.72K

Mar 31, 26

+38.75K

0.29%

Atlas Wealth LLC

453.01K

Mar 31, 26

+67.87K

0.28%

Landmark Wealth Management, LLC

450.71K

Mar 31, 26

+87.08K

0.28%

Allen Capital Group, LLC

429.05K

Mar 31, 26

+4.06K

0.26%

ADAPT WEALTH ADVISORS, LLC

420.50K

Mar 31, 26

+1.86K

0.26%

GOLDMAN SACHS GROUP INC

412.25K

Mar 31, 26

+331.56K

0.25%

TWO SIGMA INVESTMENTS, LP

393.20K

Mar 31, 26

-44.50K

0.24%

Gotham Asset Management, LLC

365.53K

Mar 31, 26

+20.46K

0.23%

Summit Financial, LLC

360.31K

Mar 31, 26

-20.94K

0.22%

CFO4Life Group, LLC

352.70K

Mar 31, 26

-3.77K

0.22%

STIFEL FINANCIAL CORP

342.79K

Mar 31, 26

+35.30K

0.21%

Foundations Investment Advisors, LLC

340.30K

Mar 31, 26

+5.82K

0.21%

OneAscent Financial Services LLC

330.93K

Mar 31, 26

+134.47K

0.20%

JONES FINANCIAL COMPANIES LLLP

330.29K

Mar 31, 26

+182.80K

0.20%

Sowa Financial Group, Inc.

320.90K

Mar 31, 26

+308.66K

0.20%

TRUIST FINANCIAL CORP

317.48K

Mar 31, 26

+21.41K

0.20%

Mariner, LLC

316.36K

Mar 31, 26

+155.18K

0.20%

Hudock, Inc.

301.69K

Mar 31, 26

+38.92K

0.19%

Western Wealth Management, LLC

268.57K

Mar 31, 26

+20.80K

0.17%

Legacy Financial Advisors, Inc.

262.94K

Mar 31, 26

+262.94K

0.16%

Advance Capital Management, Inc.

248.99K

Mar 31, 26

+11.11K

0.15%

Weil Company, Inc.

247.06K

Mar 31, 26

+8.09K

0.15%

EXCHANGE TRADED CONCEPTS, LLC

234.15K

Mar 31, 26

+234.15K

0.14%

Atria Investments, Inc

229.34K

Mar 31, 26

+34.74K

0.14%

FLAGSHIP HARBOR ADVISORS, LLC

228.30K

Mar 31, 26

+14.63K

0.14%

KICKSTAND VENTURES, LLC.

216.52K

Mar 31, 26

+2.97K

0.13%

MML INVESTORS SERVICES, LLC

208.79K

Mar 31, 26

+104.99K

0.13%

GERBER, LLC

190.63K

Mar 31, 26

+130.50K

0.12%

Cornerstone Wealth Group, LLC

173.01K

Mar 31, 26

+173.01K

0.11%

Pine Valley Investments Ltd Liability Co

167.70K

Mar 31, 26

+14.56K

0.10%

Bank of New York Mellon Corp

163.71K

Mar 31, 26

-3.57K

0.10%

Fort Point Capital Partners LLC

161.76K

Mar 31, 26

+86.66K

0.10%

Huntleigh Advisors, Inc.

158.18K

Mar 31, 26

-7.76K

0.10%

Ausdal Financial Partners, Inc.

155.65K

Mar 31, 26

+8.23K

0.10%

FIFTH THIRD BANCORP

151.96K

Mar 31, 26

+151.96K

0.09%

JPMORGAN CHASE & CO

150.83K

Mar 31, 26

+1.64K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

145.70K

Mar 31, 26

-8.34K

0.09%

OneAscent Wealth Management LLC

142.60K

Mar 31, 26

+19.16K

0.09%

Aptus Capital Advisors, LLC

137.99K

Mar 31, 26

+11.25K

0.09%

ATLANTIC FAMILY WEALTH, LLC

136.16K

Mar 31, 26

+22.64K

0.08%

Maridea Wealth Management LLC

135.98K

Mar 31, 26

-14.53K

0.08%

Financial Guidance Group, Inc.

134.92K

Mar 31, 26

+8.31K

0.08%

CORRECT CAPITAL WEALTH MANAGEMENT

129.46K

Mar 31, 26

-344.82K

0.08%

Sunbelt Securities, Inc.

128.07K

Mar 31, 26

+4.12K

0.08%

Goldstone Financial Group, LLC

124.36K

Mar 31, 26

-45.04K

0.08%

McGowan Group Asset Management, Inc.

120.64K

Mar 31, 26

+11.49K

0.07%

MAGNOLIA CAPITAL ADVISORS LLC

112.69K

Mar 31, 26

-124.07K

0.07%

Legacy Capital Group California, Inc.

108.08K

Mar 31, 26

+2.28K

0.07%

Equitable Holdings, Inc.

106.93K

Mar 31, 26

+16.69K

0.07%

Cornerstone Wealth Management, LLC

100.84K

Mar 31, 26

+8.41K

0.06%

Triumph Capital Management

100.19K

Mar 31, 26

+1.67K

0.06%

Integrated Wealth Concepts LLC

99.56K

Mar 31, 26

+31.90K

0.06%

Janney Montgomery Scott LLC

95.39K

Mar 31, 26

+21.17K

0.06%

EverSource Wealth Advisors, LLC

93.24K

Mar 31, 26

-4.59K

0.06%

KPP Advisory Services LLC

92.20K

Mar 31, 26

+22.77K

0.06%

Farther Finance Advisors, LLC

85.23K

Mar 31, 26

-2.86K

0.05%

SPIREPOINT PRIVATE CLIENT, LLC

84.12K

Mar 31, 26

+3.78K

0.05%

KENNEDY INVESTMENT GROUP

83.92K

Mar 31, 26

+6.80K

0.05%

Tradition Wealth Management, LLC

83.73K

Mar 31, 26

+812

0.05%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

83.63K

Mar 31, 26

+3.31K

0.05%

Greykasell Wealth Strategies, Inc.

82.70K

Mar 31, 26

+735

0.05%

Summit Asset Management, LLC

80.85K

Mar 31, 26

+4.11K

0.05%

BKA Wealth Consulting, Inc.

80.40K

Mar 31, 26

+80.40K

0.05%

CAP Partners, LLC

76.52K

Mar 31, 26

-271

0.05%

Axis Wealth Partners, LLC

74.95K

Mar 31, 26

+4.13K

0.05%

IHT Wealth Management, LLC

72.79K

Mar 31, 26

-93.40K

0.04%

WBI INVESTMENTS, INC.

71.97K

Mar 31, 26

-93.47K

0.04%

MILLINGTON SECURITIES, INC.

71.97K

Mar 31, 26

+71.97K

0.04%

DDD Partners, LLC

71.32K

Mar 31, 26

+5.97K

0.04%

Qube Research & Technologies Ltd

68.78K

Mar 31, 26

-58.92K

0.04%

Hilltop Holdings Inc.

65.95K

Mar 31, 26

-336

0.04%

Trademark Financial Management, LLC

62.07K

Mar 31, 26

+10.67K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

57.46K

Mar 31, 26

+57.46K

0.04%

AE Wealth Management LLC

54.98K

Mar 31, 26

+8.28K

0.03%

Kestra Advisory Services, LLC

54.47K

Mar 31, 26

+9.14K

0.03%

NewEdge Advisors, LLC

51.11K

Mar 31, 26

+3.89K

0.03%

CreativeOne Wealth, LLC

47.38K

Mar 31, 26

+22.18K

0.03%

Sigma Planning Corp

47.03K

Mar 31, 26

+7.09K

0.03%

Prime Capital Investment Advisors, LLC

46.09K

Mar 31, 26

+9.56K

0.03%

SAGESPRING WEALTH PARTNERS, LLC

43.81K

Mar 31, 26

+982

0.03%

BARNES PETTEY FINANCIAL ADVISORS, LLC

42.95K

Mar 31, 26

+1.26K

0.03%

Comprehensive Financial Planning, Inc./PA

42.81K

Mar 31, 26

-2.28K

0.03%

Keel Point, LLC

42.60K

Mar 31, 26

-955

0.03%

Steward Partners Investment Advisory, LLC

42.23K

Mar 31, 26

-1.37K

0.03%

J HAGAN CAPITAL, INC.

39.31K

Mar 31, 26

-17.91K

0.02%

WCG Wealth Advisors LLC

38.84K

Mar 31, 26

+243

0.02%

OneAscent Family Office, LLC

37.91K

Mar 31, 26

+169

0.02%

AQR CAPITAL MANAGEMENT LLC

37.75K

Mar 31, 26

+16.22K

0.02%

D.A. DAVIDSON & CO.

37.20K

Mar 31, 26

+6.77K

0.02%

Stratos Wealth Partners, LTD.

37.18K

Mar 31, 26

-606

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

37.10K

Mar 31, 26

+5.74K

0.02%

Colony Group, LLC

34.83K

Mar 31, 26

+5.51K

0.02%

Embree Financial Group

33.71K

Mar 31, 26

-13.14K

0.02%

GeoWealth Management, LLC

31.37K

Mar 31, 26

+5.44K

0.02%

RPS ADVISORY SOLUTIONS LLC

31.33K

Mar 31, 26

-31.55K

0.02%

NewEdge Wealth, LLC

30.81K

Mar 31, 26

+784

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

30.31K

Mar 31, 26

+12.04K

0.02%

NATIXIS ADVISORS, L.P.

29.49K

Mar 31, 26

+12.37K

0.02%

Independent Advisor Alliance

28.61K

Mar 31, 26

+28.61K

0.02%

Maia Wealth LLC

28.61K

Mar 31, 26

+10.10K

0.02%

REGIONS FINANCIAL CORP

26.68K

Mar 31, 26

+26.68K

0.02%

BROWN ADVISORY INC

26.56K

Mar 31, 26

+7.44K

0.02%

Moors & Cabot, Inc.

24.23K

Mar 31, 26

+6.60K

0.01%

MATHER GROUP, LLC.

23.74K

Mar 31, 26

+23.74K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

23.07K

Mar 31, 26

+14.46K

0.01%

BENJAMIN EDWARDS INC

22.20K

Mar 31, 26

+22.20K

0.01%

Nutshell Asset Management Ltd

21.87K

Mar 31, 26

+21.87K

0.01%

MONEY CONCEPTS CAPITAL CORP

21.43K

Mar 31, 26

-2.07K

0.01%

Global Assets Advisory, LLC

21.08K

Mar 31, 26

+15.50K

0.01%

Jacobi Capital Management LLC

20.98K

Mar 31, 26

+7.36K

0.01%

Summit Financial Wealth Advisors, LLC

19.82K

Mar 31, 26

+1.75K

0.01%

Visionary Wealth Advisors

19.26K

Mar 31, 26

+2.43K

0.01%

WHITTIER TRUST CO OF NEVADA INC

18.84K

Mar 31, 26

+18.84K

0.01%

ROTHSCHILD INVESTMENT LLC

18.57K

Mar 31, 26

+7.00K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

18.39K

Mar 31, 26

-1.01K

0.01%

RENAISSANCE TECHNOLOGIES LLC

18.30K

Mar 31, 26

-51.50K

0.01%

HRT FINANCIAL LP

18.28K

Mar 31, 26

+18.28K

0.01%

CI Private Wealth, LLC

17.84K

Mar 31, 26

+17.84K

0.01%

Sound View Wealth Advisors Group, LLC

17.80K

Mar 31, 26

+757

0.01%

Belpointe Asset Management LLC

17.39K

Mar 31, 26

+5.51K

0.01%

Caprock Group, LLC

16.99K

Mar 31, 26

+31

0.01%

Legacy Capital Wealth Partners, LLC

16.77K

Mar 31, 26

-2.30K

0.01%

Creative Planning

15.87K

Mar 31, 26

+9.06K

0.01%

Intrua Financial, LLC

15.71K

Mar 31, 26

+1.72K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

15.62K

Mar 31, 26

-82

0.01%

Gateway Wealth Partners, LLC

15.35K

Mar 31, 26

+6.87K

0.01%

Concurrent Investment Advisors, LLC

13.62K

Mar 31, 26

-227.83K

0.01%

PRIVATE TRUST CO NA

13.53K

Mar 31, 26

+254

0.01%

Aspiring Ventures, LLC

13.30K

Mar 31, 26

0.01%

Yukon Wealth Management, Inc.

12.64K

Mar 31, 26

-606

0.01%

HARBOUR INVESTMENTS, INC.

12.23K

Mar 31, 26

+3.66K

0.01%

Cerity Partners LLC

12.00K

Mar 31, 26

+1.14K

0.01%

PROTECTIVE LIFE CORP

11.73K

Mar 31, 26

+11.73K

0.01%

HORAN Wealth, LLC

11.61K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

11.57K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

11.15K

Mar 31, 26

0.01%

Prospera Financial Services Inc

11.15K

Mar 31, 26

+3.96K

0.01%

Balentine LLC

11.09K

Mar 31, 26

0.01%

Kestra Investment Management, LLC

10.97K

Mar 31, 26

+5.70K

0.01%

Harel Insurance Investments & Financial Services Ltd.

10.90K

Mar 31, 26

+2.90K

0.01%

Baird Financial Group, Inc.

10.67K

Mar 31, 26

+10.67K

0.01%

OPPENHEIMER & CO INC

10.22K

Mar 31, 26

+3.60K

0.01%

Snowden Capital Advisors LLC

10.05K

Mar 31, 26

0.01%

BYRNE FINANCIAL FREEDOM, LLC

10.05K

Mar 31, 26

-111

0.01%

Beacon Pointe Advisors, LLC

9.96K

Mar 31, 26

+9.96K

0.01%

Raleigh Capital Management Inc.

9.77K

Mar 31, 26

+1.27K

0.01%

Claro Advisors LLC

9.58K

Mar 31, 26

-1.11K

0.01%

Atomi Financial Group, Inc.

9.46K

Mar 31, 26

-2.74K

0.01%

PFG Investments, LLC

9.39K

Mar 31, 26

+234

0.01%

FMR LLC

8.27K

Mar 31, 26

+4.55K

0.01%

Financial Security Advisor, Inc.

8.13K

Mar 31, 26

+10

0.01%

HBK Sorce Advisory LLC

7.80K

Mar 31, 26

+7.80K

0.00%

Ameritas Advisory Services, LLC

7.80K

Mar 31, 26

+7.80K

0.00%

NEW WAVE WEALTH ADVISORS LLC

7.71K

Mar 31, 26

+7.71K

0.00%

Carrera Capital Advisors

7.53K

Mar 31, 26

-422

0.00%

SMART Wealth LLC

7.51K

Mar 31, 26

+7.51K

0.00%

HOWARD BAILEY SECURITIES, LLC

6.98K

Mar 31, 26

-374

0.00%

SEI INVESTMENTS CO

6.90K

Mar 31, 26

+275

0.00%

UNIQUE WEALTH, LLC

6.62K

Mar 31, 26

0.00%

Allie Family Office LLC

6.42K

Mar 31, 26

0.00%

Quantinno Capital Management LP

6.38K

Mar 31, 26

-1.23K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

6.25K

Mar 31, 26

+6.25K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

6.08K

Mar 31, 26

+6.08K

0.00%

NICOLET BANKSHARES INC

6.00K

Mar 31, 26

+6.00K

0.00%

REUTER JAMES WEALTH MANAGEMENT, LLC

6.00K

Mar 31, 26

-715

0.00%

PRELUDE CAPITAL MANAGEMENT, LLC

5.44K

Mar 31, 26

+5.44K

0.00%

BlackRock, Inc.

5.38K

Mar 31, 26

+5.38K

0.00%

Strategic Blueprint, LLC

5.21K

Mar 31, 26

+5.21K

0.00%

MAI Capital Management

5.10K

Mar 31, 26

+5.10K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.47K

Mar 31, 26

+4.47K

0.00%

Stelac Advisory Services LLC

4.46K

Mar 31, 26

0.00%

Advisory Services Network, LLC

4.10K

Mar 31, 26

+4.10K

0.00%

Geneos Wealth Management Inc.

3.51K

Mar 31, 26

+1.00K

0.00%

PIN OAK INVESTMENT ADVISORS INC

3.25K

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

2.90K

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

2.50K

Mar 31, 26

0.00%

HM PAYSON & CO

2.48K

Mar 31, 26

0.00%

Clayton Financial Group LLC

2.39K

Mar 31, 26

-114

0.00%

US BANCORP \DE\

1.66K

Mar 31, 26

+1.54K

0.00%

Quest 10 Wealth Builders, Inc.

1.60K

Mar 31, 26

+243

0.00%

Global Trust Asset Management, LLC

1.40K

Mar 31, 26

0.00%

ASSETMARK, INC

1.35K

Mar 31, 26

+602

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.33K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

1.18K

Mar 31, 26

0.00%

CWM, LLC

966

Mar 31, 26

+861

0.00%

VANGUARD ADVISERS INC

788

Mar 31, 26

+788

0.00%

Lloyd Advisory Services, LLC.

654

Mar 31, 26

-6.95K

0.00%

Kingdom Financial Group LLC.

654

Mar 31, 26

+12

0.00%

Clearstead Advisors, LLC

644

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

594

Mar 31, 26

+19

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

593

Mar 31, 26

+593

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

500

Mar 31, 26

+500

0.00%

BROWN BROTHERS HARRIMAN & CO

411

Mar 31, 26

+411

0.00%

IFP Advisors, Inc

363

Mar 31, 26

+131

0.00%

Bruce G. Allen Investments, LLC

267

Mar 31, 26

0.00%

MCF Advisors LLC

178

Mar 31, 26

0.00%

Ancora Advisors, LLC

Mar 31, 26

0.00%

BESSEMER GROUP INC

Mar 31, 26

+39

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

+16

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-3.74K

Salomon & Ludwin, LLC

Mar 31, 26

-302

Outlook Wealth Advisors, LLC

Mar 31, 26

-7.26K

Empowered Funds, LLC

Mar 31, 26

-4.57K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-14.98K

Vantage Financial Partners, LLC

802.56K

Dec 31, 25

+18.11K

0.50%

COMERICA BANK

122.38K

Dec 31, 25

+22.70K

0.08%

Global Retirement Partners, LLC

71.18K

Dec 31, 25

-12.65K

0.04%

Sequent Asset Management, LLC

35.62K

Dec 31, 25

-200

0.02%

NICOLET ADVISORY SERVICES, LLC

6.00K

Dec 31, 25

0.00%

SageView Advisory Group, LLC

1.86K

Dec 31, 25

+1.86K

0.00%

NAPA WEALTH MANAGEMENT

25.92K

Sep 30, 25

-14.29K

0.02%

Binnacle Investments Inc

339

Sep 30, 25

+339

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+57

0.00%

Smith Anglin Financial, LLC

2.72M

Jun 30, 25

+154.91K

1.68%

Astor Investment Management LLC

479.58K

Jun 30, 25

-25.77K

0.30%

DOHJ, LLC

64.37K

Jun 30, 25

+56.77K

0.04%

Horan Securities, Inc.

11.50K

Jun 30, 25

+11.50K

0.01%

Atria Wealth Solutions, Inc.

6.85K

Jun 30, 25

+6.85K

0.00%

Orion Portfolio Solutions, LLC

470.98K

Mar 31, 25

+470.98K

0.29%

Transform Wealth, LLC

118.52K

Mar 31, 25

-14.13K

0.07%

TAP Consulting, LLC

103.36K

Dec 31, 24

+6.23K

0.06%

Madison Investment Advisors, LLC

36.40K

Dec 31, 24

+36.40K

0.02%

Private Portfolio Partners LLC

35.42K

Dec 31, 24

+23.49K

0.02%

HBC Financial Services, PLLC

3.00K

Dec 31, 24

+3.00K

0.00%

Householder Group Estate & Retirement Specialist, LLC

474

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

299.43K

Sep 30, 24

+191.75K

0.18%

RAYMOND JAMES & ASSOCIATES

140.90K

Sep 30, 24

+71.74K

0.09%

VitalStone Financial, LLC

15.90K

Sep 30, 24

-13.60K

0.01%

Peterson Financial Group, Inc.

723

Sep 30, 24

+723

0.00%

Cetera Advisors LLC

42.18K

Mar 31, 24

+42.18K

0.03%