Janus Henderson Short Duration Income ETF(VNLA)

$48.73—Stale · unknown old

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Janus Henderson Short Duration Income ETF(VNLA)

NYSE • Last print unknown ago

$48.73—Stale · unknown old

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VNLA(VNLA)

VNLA

Institutional Ownership

Top 333 Institutional Holders

Holder	Shares	Date	Change	% Held
AE Wealth Management LLC	8.87M	Jun 30, 26	+956.35K	13.08%
MORGAN STANLEY	6.69M	Jun 30, 26	+152.73K	9.87%
BANK OF AMERICA CORP /DE/	4.87M	Jun 30, 26	+372.77K	7.19%
LPL Financial LLC	4.01M	Jun 30, 26	+325.71K	5.92%
WELLS FARGO & COMPANY/MN	2.93M	Jun 30, 26	+72.67K	4.33%
RAYMOND JAMES FINANCIAL INC	2.17M	Jun 30, 26	+31.30K	3.20%
Kensington Asset Management, LLC	2.03M	Jun 30, 26	+136.68K	2.99%
Geneos Wealth Management Inc.	1.35M	Jun 30, 26	+32.02K	2.00%
SNS Financial Group, LLC	1.32M	Jun 30, 26	+1.32M	1.94%
Private Advisor Group, LLC	1.16M	Jun 30, 26	-237.79K	1.72%
ROYAL BANK OF CANADA	694.40K	Jun 30, 26	+10.07K	1.02%
TEXAS TREASURY SAFEKEEPING TRUST CO	686.99K	Jun 30, 26	--	1.01%
Schneider Downs Wealth Management Advisors, LP	669.21K	Jun 30, 26	+25.87K	0.99%
Ritter Daniher Financial Advisory LLC / DE	655.30K	Jun 30, 26	+69.71K	0.97%
Cambridge Investment Research Advisors, Inc.	596.20K	Jun 30, 26	+15.64K	0.88%
ADVISOR GROUP HOLDINGS, INC.	584.98K	Jun 30, 26	+128.87K	0.86%
Sovereign Investment Advisors, LLC	545.37K	Jun 30, 26	+3.14K	0.80%
COURIER CAPITAL LLC	449.36K	Jun 30, 26	+3.09K	0.66%
GREAT VALLEY ADVISOR GROUP, INC.	432.86K	Jun 30, 26	+51.87K	0.64%
Buck Wealth Strategies, LLC	379.30K	Jun 30, 26	-1.11K	0.56%
Financial Enhancement Group LLC	371.70K	Jun 30, 26	+9.30K	0.55%
Trail Ridge Investment Advisors, LLC	352.63K	Jun 30, 26	+9.41K	0.52%
Accel Wealth Management	343.95K	Jun 30, 26	-676	0.51%
Stratos Wealth Partners, LTD.	308.68K	Jun 30, 26	+193.05K	0.46%
Sovran Advisors, LLC	305.17K	Jun 30, 26	+34.21K	0.45%
TRUIST FINANCIAL CORP	302.20K	Jun 30, 26	+65.16K	0.45%
Leelyn Smith, LLC	301.59K	Jun 30, 26	+9.22K	0.44%
Dynamic Advisor Solutions LLC	295.64K	Jun 30, 26	+16.04K	0.44%
STIFEL FINANCIAL CORP	293.83K	Jun 30, 26	+187.89K	0.43%
Rise Advisors, LLC	278.72K	Jun 30, 26	+13.14K	0.41%
Greenwich Wealth Management LLC	269.23K	Jun 30, 26	+181	0.40%
Waverly Advisors, LLC	241.84K	Jun 30, 26	+50.88K	0.36%
Richmond Investment Services, LLC	233.71K	Jun 30, 26	-217.04K	0.34%
Blue Rock Wealth Management LLC	227.97K	Jun 30, 26	+12.45K	0.34%
Kestra Advisory Services, LLC	225.28K	Jun 30, 26	-100.45K	0.33%
Burford Brothers, Inc.	224.69K	Jun 30, 26	-7.18K	0.33%
Vigilare Wealth Management	220.32K	Jun 30, 26	+85.08K	0.32%
Coastal Bridge Advisors, LLC	207.32K	Jun 30, 26	-2.86K	0.31%
Resources Investment Advisors, LLC.	189.40K	Jun 30, 26	+8.56K	0.28%
FORTEM FINANCIAL GROUP, LLC	163.61K	Jun 30, 26	+23.84K	0.24%
Clear Trail Advisors, LLC	160.78K	Jun 30, 26	+6.95K	0.24%
Cetera Investment Advisers	142.32K	Jun 30, 26	-2.22K	0.21%
Jupiter Topco LLC	140.85K	Jun 30, 26	+140.85K	0.21%
CITADEL ADVISORS LLC	135.00K	Jun 30, 26	+135.00K	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	129.10K	Jun 30, 26	+6.90K	0.19%
Creative Planning	121.50K	Jun 30, 26	+24.86K	0.18%
MOSAIC FAMILY WEALTH PARTNERS, LLC	117.61K	Jun 30, 26	+45.31K	0.17%
First Financial Group Corp	112.91K	Jun 30, 26	-2.04K	0.17%
OLD MISSION CAPITAL LLC	112.15K	Jun 30, 26	+103.55K	0.17%
Golden State Wealth Management, LLC	111.94K	Jun 30, 26	+2.92K	0.17%
HighTower Advisors, LLC	101.76K	Jun 30, 26	+15.48K	0.15%
LifeWealth Investments, LLC	99.36K	Jun 30, 26	-3.88K	0.15%
PARTNERS WEALTH MANAGEMENT, LLC	96.14K	Jun 30, 26	+7.50K	0.14%
Boomfish Wealth Group, LLC	93.44K	Jun 30, 26	-3.24K	0.14%
Bleakley Financial Group, LLC	90.62K	Jun 30, 26	+1.67K	0.13%
Bedel Financial Consulting, Inc.	87.17K	Jun 30, 26	+22.40K	0.13%
Hershey Financial Advisers, LLC	85.29K	Jun 30, 26	+85.29K	0.13%
HOWLAND CAPITAL MANAGEMENT LLC	85.22K	Jun 30, 26	-3.08K	0.13%
Hidden Cove Wealth Management, LLC	84.79K	Jun 30, 26	-8.12K	0.13%
Cape Investment Advisory, Inc.	83.66K	Jun 30, 26	+3.57K	0.12%
ENVESTNET ASSET MANAGEMENT INC	79.60K	Jun 30, 26	-19.46K	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	76.83K	Jun 30, 26	+2.73K	0.11%
Steward Partners Investment Advisory, LLC	76.64K	Jun 30, 26	+23.97K	0.11%
Janney Montgomery Scott LLC	76.45K	Jun 30, 26	-4.98K	0.11%
Pinnacle Financial Partners, Inc.	74.39K	Jun 30, 26	-501	0.11%
Ameritas Advisory Services, LLC	74.01K	Jun 30, 26	+47.36K	0.11%
Spectrum Wealth Advisory Group, LLC	72.44K	Jun 30, 26	+72.44K	0.11%
Trust Co	72.01K	Jun 30, 26	+24.50K	0.11%
Bensler, LLC	70.66K	Jun 30, 26	-6.46K	0.10%
Concurrent Investment Advisors, LLC	69.06K	Jun 30, 26	+1.74K	0.10%
Elevated Capital Advisors, LLC	67.64K	Jun 30, 26	-2.75K	0.10%
Redwood Financial Network Corp	66.28K	Jun 30, 26	-679	0.10%
Mariner, LLC	66.18K	Jun 30, 26	-13.79K	0.10%
PARSONS CAPITAL MANAGEMENT INC/RI	66.15K	Jun 30, 26	+734	0.10%
CALIBER WEALTH MANAGEMENT, LLC / KS	64.46K	Jun 30, 26	+324	0.10%
Bridgewealth Advisory Group, LLC	63.97K	Jun 30, 26	+8.87K	0.09%
J.W. COLE ADVISORS, INC.	61.16K	Jun 30, 26	+15.19K	0.09%
MML INVESTORS SERVICES, LLC	60.70K	Jun 30, 26	+12.40K	0.09%
BLUE JEAN FINANCIAL LLC	59.18K	Jun 30, 26	+7.76K	0.09%
Farther Finance Advisors, LLC	57.74K	Jun 30, 26	+8.45K	0.09%
Cottage Street Advisors LLC	56.19K	Jun 30, 26	+4.47K	0.08%
MATTERN CAPITAL MANAGEMENT, LLC	55.88K	Jun 30, 26	-1.88K	0.08%
ENDEAVOR PRIVATE WEALTH, INC.	55.51K	Jun 30, 26	+11.86K	0.08%
Focus Financial Network, Inc.	54.28K	Jun 30, 26	+629	0.08%
Global Retirement Partners, LLC	54.06K	Jun 30, 26	+54.06K	0.08%
Stablepoint Partners, LLC	53.63K	Jun 30, 26	-3.97K	0.08%
CLG LLC	53.25K	Jun 30, 26	+5.41K	0.08%
Betterment LLC	52.36K	Jun 30, 26	+9.41K	0.08%
Strategic Family Wealth Counselors, L.L.C.	52.22K	Jun 30, 26	-13.90K	0.08%
MCDONALD PARTNERS LLC	50.38K	Jun 30, 26	+24.15K	0.07%
Unified Investment Management	48.99K	Jun 30, 26	+37	0.07%
Apollon Wealth Management, LLC	48.32K	Jun 30, 26	-6.08K	0.07%
VICUS CAPITAL	45.27K	Jun 30, 26	+4.38K	0.07%
Ballew Advisors, Inc	45.16K	Jun 30, 26	+5.12K	0.07%
MACROVIEW INVESTMENT MANAGEMENT LLC	42.55K	Jun 30, 26	+1.96K	0.06%
Barnes Wealth Management Group, Inc	41.26K	Jun 30, 26	+678	0.06%
Parallel Advisors, LLC	40.59K	Jun 30, 26	+7.06K	0.06%
Sowell Financial Services LLC	40.53K	Jun 30, 26	-5.07K	0.06%
FIFTH THIRD BANCORP	40.27K	Jun 30, 26	-3.17K	0.06%
Advisory Services Network, LLC	40.24K	Jun 30, 26	-7.41K	0.06%
NewEdge Advisors, LLC	35.84K	Jun 30, 26	+4.92K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	35.11K	Jun 30, 26	+279	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	34.97K	Jun 30, 26	-75.59K	0.05%
IAG Wealth Partners, LLC	34.25K	Jun 30, 26	+20.70K	0.05%
Medallion Wealth Advisors, LLC	33.58K	Jun 30, 26	+235	0.05%
Brinker Capital Investments, LLC	33.01K	Jun 30, 26	+10.14K	0.05%
EverSource Wealth Advisors, LLC	32.63K	Jun 30, 26	-3.02K	0.05%
Capital Analysts, LLC	30.38K	Jun 30, 26	+7.04K	0.04%
JPMORGAN CHASE & CO	30.29K	Jun 30, 26	-851	0.04%
Crusonia Wealth Advisors LLC	29.56K	Jun 30, 26	+29.56K	0.04%
DAGCO, INC.	29.31K	Jun 30, 26	+766	0.04%
Rockefeller Capital Management L.P.	28.49K	Jun 30, 26	-20.30K	0.04%
Arkadios Wealth Advisors	26.31K	Jun 30, 26	-3.34K	0.04%
Csenge Advisory Group	25.44K	Jun 30, 26	-11.65K	0.04%
DAVENPORT & Co LLC	24.97K	Jun 30, 26	+7.67K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	24.91K	Jun 30, 26	-4.30K	0.04%
Elevation Advisory Partners LLC	24.75K	Jun 30, 26	+9.11K	0.04%
COMPASS FINANCIAL MANAGEMENT LLC	23.32K	Jun 30, 26	+23.32K	0.03%
AQR CAPITAL MANAGEMENT LLC	23.25K	Jun 30, 26	-475	0.03%
EPG Wealth Management LLC	21.73K	Jun 30, 26	-36	0.03%
MUIRFIELD WEALTH ADVISORS LLC	21.66K	Jun 30, 26	+3.40K	0.03%
D.A. DAVIDSON & CO.	20.46K	Jun 30, 26	+303	0.03%
Main Street Financial Solutions, LLC	19.58K	Jun 30, 26	+13.10K	0.03%
Hilltop Holdings Inc.	19.56K	Jun 30, 26	-629	0.03%
Gladstone Institutional Advisory LLC	19.11K	Jun 30, 26	+11.91K	0.03%
EdgeRock Capital LLC	18.92K	Jun 30, 26	+7.20K	0.03%
BNP PARIBAS ARBITRAGE, SNC	18.45K	Jun 30, 26	+18.20K	0.03%
Equitable Holdings, Inc.	18.03K	Jun 30, 26	-402	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	16.78K	Jun 30, 26	+4.32K	0.02%
Quest 10 Wealth Builders, Inc.	15.85K	Jun 30, 26	+4.00K	0.02%
Koshinski Asset Management, Inc.	15.62K	Jun 30, 26	+106	0.02%
CALTON & ASSOCIATES, INC.	14.45K	Jun 30, 26	-174	0.02%
Capstone Triton Financial Group, LLC	13.74K	Jun 30, 26	-27.43K	0.02%
Capital Advisors, Ltd. LLC	13.69K	Jun 30, 26	-1.36K	0.02%
PFG Advisors	13.60K	Jun 30, 26	-2.92K	0.02%
Spire Wealth Management	13.33K	Jun 30, 26	-930	0.02%
Castle Rock Wealth Management, LLC	12.96K	Jun 30, 26	-2.09K	0.02%
Financial Solutions Advisory Group, Inc.	12.32K	Jun 30, 26	--	0.02%
Farmers & Merchants Trust Co of Long Beach	12.32K	Jun 30, 26	-313	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.19K	Jun 30, 26	+12.19K	0.02%
HighPoint Advisor Group LLC	12.03K	Jun 30, 26	-3.05K	0.02%
PCG Wealth Advisors, LLC	11.84K	Jun 30, 26	+11.84K	0.02%
Argos Wealth Advisors, LLC	11.82K	Jun 30, 26	--	0.02%
Sentinus, LLC	11.66K	Jun 30, 26	-11.46K	0.02%
Diversify Advisory Services, LLC	11.15K	Jun 30, 26	+11.15K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	11.15K	Jun 30, 26	-1.06K	0.02%
Integrated Wealth Concepts LLC	10.66K	Jun 30, 26	-4.08K	0.02%
Advyzon Investment Management, LLC	10.17K	Jun 30, 26	+10.17K	0.02%
Comprehensive Financial Planning, Inc./PA	10.08K	Jun 30, 26	+116	0.01%
IFP Advisors, Inc	9.91K	Jun 30, 26	+2.31K	0.01%
Asset Allocation Strategies LLC	9.75K	Jun 30, 26	+39	0.01%
Financial Security Advisor, Inc.	9.69K	Jun 30, 26	-152	0.01%
SRS Capital Advisors, Inc.	9.50K	Jun 30, 26	+9.46K	0.01%
Capital Advisors Wealth Management, LLC	9.36K	Jun 30, 26	-264	0.01%
Family Office Research LLC	9.11K	Jun 30, 26	-1.39K	0.01%
VestGen Advisors, LLC	9.08K	Jun 30, 26	+294	0.01%
Worth Asset Management, LLC	9.05K	Jun 30, 26	-543	0.01%
Colony Group, LLC	9.02K	Jun 30, 26	-1.55K	0.01%
Fortis Capital Advisors, LLC	8.64K	Jun 30, 26	-1.49K	0.01%
Belpointe Asset Management LLC	8.64K	Jun 30, 26	-1.49K	0.01%
Auour Investments LLC	8.55K	Jun 30, 26	-2.15K	0.01%
Sanctuary Advisors, LLC	8.34K	Jun 30, 26	-1.66K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.32K	Jun 30, 26	+496	0.01%
Baird Financial Group, Inc.	8.29K	Jun 30, 26	+8.29K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.16K	Jun 30, 26	+1.41K	0.01%
New England Private Wealth Advisors LLC	8.05K	Jun 30, 26	+61	0.01%
OPPENHEIMER & CO INC	7.54K	Jun 30, 26	--	0.01%
Whitaker-Myers Wealth Managers, LTD.	7.38K	Jun 30, 26	-667	0.01%
Keystone Financial Services, LLC	7.05K	Jun 30, 26	+7.05K	0.01%
Brookstone Capital Management	6.65K	Jun 30, 26	+69	0.01%
Richmond Brothers, Inc.	6.28K	Jun 30, 26	+6.28K	0.01%
Tower Research Capital LLC (TRC)	6.24K	Jun 30, 26	+6.24K	0.01%
Bogart Wealth, LLC	6.19K	Jun 30, 26	-1.19K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.12K	Jun 30, 26	+5.87K	0.01%
MARS JEWETT FINANCIAL GROUP, INC.	6.09K	Jun 30, 26	+6.09K	0.01%
49 WEALTH MANAGEMENT, LLC	6.09K	Jun 30, 26	-154.22K	0.01%
ALONGSIDE, LLC	6.09K	Jun 30, 26	+6.09K	0.01%
Legacy Capital Wealth Partners, LLC	5.95K	Jun 30, 26	--	0.01%
Mesirow Financial Investment Management, Inc.	5.65K	Jun 30, 26	--	0.01%
GREENWOOD CAPITAL ASSOCIATES LLC	5.61K	Jun 30, 26	-327	0.01%
HBW Advisory Services LLC	5.59K	Jun 30, 26	+781	0.01%
Quad-Cities Investment Group, LLC	5.59K	Jun 30, 26	+64	0.01%
BLUELINE ADVISORS LLC	5.52K	Jun 30, 26	-2.00K	0.01%
Clearstead Advisors, LLC	5.48K	Jun 30, 26	-3.95K	0.01%
Mutual Advisors, LLC	5.12K	Jun 30, 26	+28	0.01%
Pine Valley Investments Ltd Liability Co	5.08K	Jun 30, 26	-117	0.01%
RAHLFS CAPITAL, LLC	5.00K	Jun 30, 26	-50.00K	0.01%
SYKON CAPITAL LLC	5.00K	Jun 30, 26	--	0.01%
Fortitude Advisory Group L.L.C.	5.00K	Jun 30, 26	--	0.01%
Garden State Investment Advisory Services LLC	4.97K	Jun 30, 26	+58	0.01%
Lineweaver Wealth Advisors, LLC	4.96K	Jun 30, 26	+776	0.01%
IFG Advisory, LLC	4.69K	Jun 30, 26	+4.69K	0.01%
Western Wealth Management, LLC	4.69K	Jun 30, 26	+39	0.01%
CAPTRUST FINANCIAL ADVISORS	4.64K	Jun 30, 26	+175	0.01%
Accelerate Investment Advisors LLC	4.38K	Jun 30, 26	-134	0.01%
Modern Wealth Management, LLC	4.25K	Jun 30, 26	-12.29K	0.01%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	4.21K	Jun 30, 26	-798	0.01%
Stirlingshire Investments, Inc.	4.20K	Jun 30, 26	--	0.01%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	4.13K	Jun 30, 26	-155	0.01%
Midway Capital Research & Management	4.10K	Jun 30, 26	+442	0.01%
PRIVATE TRUST CO NA	3.60K	Jun 30, 26	+121	0.01%
FIDUCIARY FINANCIAL ADVISORS	2.93K	Jun 30, 26	+2.93K	0.00%
CITIGROUP INC	2.77K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	2.75K	Jun 30, 26	-829	0.00%
Marshall & Sterling Wealth Advisors Inc.	2.47K	Jun 30, 26	-1.23K	0.00%
Montgomery Financial Services LLC	2.10K	Jun 30, 26	+2.10K	0.00%
ASSETMARK, INC	1.92K	Jun 30, 26	+1	0.00%
Key Capital Management, INC	1.50K	Jun 30, 26	+15	0.00%
Millstone Evans Group, LLC	1.39K	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.36K	Jun 30, 26	--	0.00%
Oakmont Advisory Group, LLC	1.24K	Jun 30, 26	+1.24K	0.00%
ATWOOD & PALMER INC	1.05K	Jun 30, 26	--	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1.00K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	1.00K	Jun 30, 26	--	0.00%
Allworth Financial LP	886	Jun 30, 26	-168	0.00%
CoreCap Advisors, LLC	770	Jun 30, 26	-1.08K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	727	Jun 30, 26	--	0.00%
Winthrop Capital Management, LLC	534	Jun 30, 26	+2	0.00%
UBS Group AG	450	Jun 30, 26	+450	0.00%
Hurley Capital, LLC	433	Jun 30, 26	--	0.00%
Rossby Financial, LCC	260	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	255	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	233	Jun 30, 26	+233	0.00%
Larson Financial Group LLC	226	Jun 30, 26	+121	0.00%
HARBOUR INVESTMENTS, INC.	220	Jun 30, 26	--	0.00%
Providence Capital Advisors, LLC	165	Jun 30, 26	+165	0.00%
Strategic Wealth Partners, Ltd.	147	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	76	Jun 30, 26	--	0.00%
Elequin Securities, LLC	70	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	64	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	43	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	42	Jun 30, 26	-63	0.00%
LRI Investments, LLC	25	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	13	Jun 30, 26	-90.57K	0.00%
Transamerica Financial Advisors, Inc.	5	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
ELEVATUS WELATH MANAGEMENT	--	Jun 30, 26	-63.36K	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-1.80K	--
MJT & Associates Financial Advisory Group, Inc.	--	Jun 30, 26	-11	--
Ancora Advisors, LLC	--	Jun 30, 26	-30	--
RPg Family Wealth Advisory, LLC	--	Jun 30, 26	-8.24K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-1.58K	--
Independent Advisor Alliance	--	Jun 30, 26	-8.57K	--
Concorde Asset Management, LLC	--	Jun 30, 26	-6.31K	--
Abound Wealth Management	--	Jun 30, 26	-508	--
Peak Asset Management, LLC	--	Jun 30, 26	-143.49K	--
Nautilus Advisors LLC	--	Jun 30, 26	-25.54K	--
CreativeOne Wealth, LLC	--	Jun 30, 26	-21.30K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-11	--
Sequoia Financial Advisors, LLC	--	Jun 30, 26	-4.67K	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-235.08K	--
TECTONIC ADVISORS LLC	--	Jun 30, 26	-5.67K	--
Clear Creek Financial Management, LLC	--	Jun 30, 26	-53.79K	--
OneAscent Financial Services LLC	--	Jun 30, 26	-5.15K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-18.58K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-9.92K	--
MIRAMONTES CAPITAL, LLC	--	Jun 30, 26	-4.17K	--
Foundations Investment Advisors, LLC	--	Jun 30, 26	-4.66K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.78K	--
Basecamp Wealth Advisors LLC	--	Jun 30, 26	-475	--
Cerity Partners LLC	--	Jun 30, 26	-5.42K	--
Clarkston Capital Partners, LLC	--	Jun 30, 26	-7.38K	--
Perigon Wealth Management, LLC	--	Jun 30, 26	-9.05K	--
Paragon Advisors, LLC	--	Jun 30, 26	-34.20K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-1	--
Wealthcare Advisory Partners LLC	--	Jun 30, 26	-74.03K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-64	--
MAI Capital Management	--	Jun 30, 26	-1.60K	--
Golden State Equity Partners	--	Jun 30, 26	-16.86K	--
CWM, LLC	679.45K	Mar 31, 26	+70.62K	1.00%
JANUS HENDERSON GROUP PLC	286.32K	Mar 31, 26	-43.62K	0.42%
Spectrum Advisors, Inc.	53.14K	Mar 31, 26	+53.14K	0.08%
TruWealth Advisors, LLC	40.33K	Mar 31, 26	+4.76K	0.06%
U.S. Capital Wealth Advisors, LLC	12.47K	Mar 31, 26	-402	0.02%
Financial Gravity Asset Management, Inc.	199	Mar 31, 26	--	0.00%
COMERICA BANK	41.91K	Dec 31, 25	-362	0.06%
Covenant Partners, LLC	3.90K	Dec 31, 25	+3.90K	0.01%
Motiv8 Investments LLC	50	Dec 31, 25	+50	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-8.44K	--
PINNACLE FINANCIAL PARTNERS INC	17.25K	Sep 30, 25	-19	0.03%
Siligmueller & Norvid Wealth Advisors LLC	6.38K	Sep 30, 25	+6.38K	0.01%
Financial Advocates Investment Management	--	Sep 30, 25	-30.79K	--
Atria Wealth Solutions, Inc.	42.16K	Jun 30, 25	-4.25K	0.06%
AVANTAX ADVISORY SERVICES, INC.	11.82K	Jun 30, 25	-1.32K	0.02%
Capital A Wealth Management, LLC	872	Jun 30, 25	+846	0.00%
Orion Portfolio Solutions, LLC	36.87K	Mar 31, 25	-2.93K	0.05%
AlphaMark Advisors, LLC	430	Dec 31, 24	+430	0.00%
Sanctuary Wealth Management, L.L.C.	280	Dec 31, 24	+280	0.00%
RAYMOND JAMES & ASSOCIATES	730.53K	Sep 30, 24	-188.89K	1.08%
Raymond James Financial Services Advisors, Inc.	464.41K	Sep 30, 24	-51.05K	0.68%
CIC Wealth, LLC	4.63K	Sep 30, 24	+4.63K	0.01%
RAYMOND JAMES TRUST N.A.	--	Sep 30, 24	-5.59K	--
ICA Group Wealth Management, LLC	--	Jun 30, 24	-114	--
Cetera Advisors LLC	588.88K	Mar 31, 24	+30.82K	0.87%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	64.60K	Mar 31, 24	-61.11K	0.10%
Atlas Private Wealth Management	32.55K	Mar 31, 24	-6.94K	0.05%
Cetera Advisor Networks LLC	10.14K	Mar 31, 24	-2.22K	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	173.63K	Dec 31, 23	+173.63K	0.26%
StrategIQ Financial Group, LLC	96.71K	Dec 31, 23	+29.89K	0.14%
Ledge Wealth Management, Inc.	50.73K	Dec 31, 23	-3.92K	0.07%
Simplicity Solutions, LLC	20.60K	Dec 31, 23	-1.23K	0.03%
Engrave Wealth Partners LLC	--	Dec 31, 23	-5.15K	--
BEDEL FINANCIAL CONSULTING INC	45.65K	Sep 30, 23	+45.65K	0.07%
Virginia National Bank	8.59K	Sep 30, 23	+219	0.01%
Ten Capital Wealth Advisors, LLC	9.35K	Jun 30, 23	-2.26K	0.01%
Barber Financial Group, Inc.	33.79K	Mar 31, 23	-944	0.05%
Sanford Advisory Services, LLC	21.43K	Dec 31, 22	+794	0.03%
Sargent Bickham Lagudis LLC	1.00K	Dec 31, 22	--	0.00%
ACG Wealth	316.80K	Sep 30, 22	+5.01K	0.47%
Karp Capital Management Corp	222.98K	Sep 30, 22	+222.98K	0.33%
Hightower 6M Holding, LLC	196.05K	Sep 30, 22	-12.01K	0.29%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	28.59K	Sep 30, 22	-339	0.04%
American Portfolios Advisors	2.90K	Sep 30, 22	-300	0.00%
Titus Wealth Management	213.96K	Jun 30, 22	-14.52K	0.32%
HYA Advisors, Inc	31.29K	Jun 30, 22	-561	0.05%
Loveless Wealth Management LLC	15.86K	Jun 30, 22	-350	0.02%
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-58.17K	--
Ferris Capital, LLC	197.80K	Mar 31, 22	-1	0.29%
Winfield Associates, Inc.	18.60K	Mar 31, 22	--	0.03%
6 Meridian	260.38K	Dec 31, 21	+55.36K	0.38%
Carroll Financial Associates, Inc.	166.87K	Dec 31, 21	-673.26K	0.25%
REILLY FINANCIAL ADVISORS, LLC	20.84K	Dec 31, 21	+20.84K	0.03%
Investors Financial Group, LLC	19.62K	Dec 31, 21	-10.28K	0.03%
NEXT Financial Group, Inc	9.21K	Dec 31, 21	-1.05K	0.01%
LEVEL FOUR FINANCIAL, LLC	34.58K	Sep 30, 21	-594	0.05%
Pinnacle Advisory Group, Inc.	821.28K	Mar 31, 21	+156.35K	1.21%
Private Wealth Advisors, Inc.	11.72K	Dec 31, 20	+11.72K	0.02%
BAINCO INTERNATIONAL INVESTORS	1.71K	Dec 31, 20	+1.71K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	187.64K	Dec 31, 19	+96.42K	0.28%
Advisor Group, Inc.	98.15K	Dec 31, 19	+20.80K	0.14%
Catamount Wealth Management	1.79K	Mar 31, 19	--	0.00%
Commonwealth Equity Services, Inc	13.25K	Jun 30, 17	+8.95K	0.02%
Virtu KCG Holdings LLC	--	Jun 30, 17	-9.98K	--

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Holder

Date

Change

% Held

AE Wealth Management LLC

8.87M

Jun 30, 26

+956.35K

13.08%

MORGAN STANLEY

6.69M

Jun 30, 26

+152.73K

9.87%

BANK OF AMERICA CORP /DE/

4.87M

Jun 30, 26

+372.77K

7.19%

LPL Financial LLC

4.01M

Jun 30, 26

+325.71K

5.92%

WELLS FARGO & COMPANY/MN

2.93M

Jun 30, 26

+72.67K

4.33%

RAYMOND JAMES FINANCIAL INC

2.17M

Jun 30, 26

+31.30K

3.20%

Kensington Asset Management, LLC

2.03M

Jun 30, 26

+136.68K

2.99%

Geneos Wealth Management Inc.

1.35M

Jun 30, 26

+32.02K

2.00%

SNS Financial Group, LLC

1.32M

Jun 30, 26

+1.32M

1.94%

Private Advisor Group, LLC

1.16M

Jun 30, 26

-237.79K

1.72%

ROYAL BANK OF CANADA

694.40K

Jun 30, 26

+10.07K

1.02%

TEXAS TREASURY SAFEKEEPING TRUST CO

686.99K

Jun 30, 26

1.01%

Schneider Downs Wealth Management Advisors, LP

669.21K

Jun 30, 26

+25.87K

0.99%

Ritter Daniher Financial Advisory LLC / DE

655.30K

Jun 30, 26

+69.71K

0.97%

Cambridge Investment Research Advisors, Inc.

596.20K

Jun 30, 26

+15.64K

0.88%

ADVISOR GROUP HOLDINGS, INC.

584.98K

Jun 30, 26

+128.87K

0.86%

Sovereign Investment Advisors, LLC

545.37K

Jun 30, 26

+3.14K

0.80%

COURIER CAPITAL LLC

449.36K

Jun 30, 26

+3.09K

0.66%

GREAT VALLEY ADVISOR GROUP, INC.

432.86K

Jun 30, 26

+51.87K

0.64%

Buck Wealth Strategies, LLC

379.30K

Jun 30, 26

-1.11K

0.56%

Financial Enhancement Group LLC

371.70K

Jun 30, 26

+9.30K

0.55%

Trail Ridge Investment Advisors, LLC

352.63K

Jun 30, 26

+9.41K

0.52%

Accel Wealth Management

343.95K

Jun 30, 26

-676

0.51%

Stratos Wealth Partners, LTD.

308.68K

Jun 30, 26

+193.05K

0.46%

Sovran Advisors, LLC

305.17K

Jun 30, 26

+34.21K

0.45%

TRUIST FINANCIAL CORP

302.20K

Jun 30, 26

+65.16K

0.45%

Leelyn Smith, LLC

301.59K

Jun 30, 26

+9.22K

0.44%

Dynamic Advisor Solutions LLC

295.64K

Jun 30, 26

+16.04K

0.44%

STIFEL FINANCIAL CORP

293.83K

Jun 30, 26

+187.89K

0.43%

Rise Advisors, LLC

278.72K

Jun 30, 26

+13.14K

0.41%

Greenwich Wealth Management LLC

269.23K

Jun 30, 26

+181

0.40%

Waverly Advisors, LLC

241.84K

Jun 30, 26

+50.88K

0.36%

Richmond Investment Services, LLC

233.71K

Jun 30, 26

-217.04K

0.34%

Blue Rock Wealth Management LLC

227.97K

Jun 30, 26

+12.45K

0.34%

Kestra Advisory Services, LLC

225.28K

Jun 30, 26

-100.45K

0.33%

Burford Brothers, Inc.

224.69K

Jun 30, 26

-7.18K

0.33%

Vigilare Wealth Management

220.32K

Jun 30, 26

+85.08K

0.32%

Coastal Bridge Advisors, LLC

207.32K

Jun 30, 26

-2.86K

0.31%

Resources Investment Advisors, LLC.

189.40K

Jun 30, 26

+8.56K

0.28%

FORTEM FINANCIAL GROUP, LLC

163.61K

Jun 30, 26

+23.84K

0.24%

Clear Trail Advisors, LLC

160.78K

Jun 30, 26

+6.95K

0.24%

Cetera Investment Advisers

142.32K

Jun 30, 26

-2.22K

0.21%

Jupiter Topco LLC

140.85K

Jun 30, 26

+140.85K

0.21%

CITADEL ADVISORS LLC

135.00K

Jun 30, 26

+135.00K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

129.10K

Jun 30, 26

+6.90K

0.19%

Creative Planning

121.50K

Jun 30, 26

+24.86K

0.18%

MOSAIC FAMILY WEALTH PARTNERS, LLC

117.61K

Jun 30, 26

+45.31K

0.17%

First Financial Group Corp

112.91K

Jun 30, 26

-2.04K

0.17%

OLD MISSION CAPITAL LLC

112.15K

Jun 30, 26

+103.55K

0.17%

Golden State Wealth Management, LLC

111.94K

Jun 30, 26

+2.92K

0.17%

HighTower Advisors, LLC

101.76K

Jun 30, 26

+15.48K

0.15%

LifeWealth Investments, LLC

99.36K

Jun 30, 26

-3.88K

0.15%

PARTNERS WEALTH MANAGEMENT, LLC

96.14K

Jun 30, 26

+7.50K

0.14%

Boomfish Wealth Group, LLC

93.44K

Jun 30, 26

-3.24K

0.14%

Bleakley Financial Group, LLC

90.62K

Jun 30, 26

+1.67K

0.13%

Bedel Financial Consulting, Inc.

87.17K

Jun 30, 26

+22.40K

0.13%

Hershey Financial Advisers, LLC

85.29K

Jun 30, 26

+85.29K

0.13%

HOWLAND CAPITAL MANAGEMENT LLC

85.22K

Jun 30, 26

-3.08K

0.13%

Hidden Cove Wealth Management, LLC

84.79K

Jun 30, 26

-8.12K

0.13%

Cape Investment Advisory, Inc.

83.66K

Jun 30, 26

+3.57K

0.12%

ENVESTNET ASSET MANAGEMENT INC

79.60K

Jun 30, 26

-19.46K

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

76.83K

Jun 30, 26

+2.73K

0.11%

Steward Partners Investment Advisory, LLC

76.64K

Jun 30, 26

+23.97K

0.11%

Janney Montgomery Scott LLC

76.45K

Jun 30, 26

-4.98K

0.11%

Pinnacle Financial Partners, Inc.

74.39K

Jun 30, 26

-501

0.11%

Ameritas Advisory Services, LLC

74.01K

Jun 30, 26

+47.36K

0.11%

Spectrum Wealth Advisory Group, LLC

72.44K

Jun 30, 26

+72.44K

0.11%

Trust Co

72.01K

Jun 30, 26

+24.50K

0.11%

Bensler, LLC

70.66K

Jun 30, 26

-6.46K

0.10%

Concurrent Investment Advisors, LLC

69.06K

Jun 30, 26

+1.74K

0.10%

Elevated Capital Advisors, LLC

67.64K

Jun 30, 26

-2.75K

0.10%

Redwood Financial Network Corp

66.28K

Jun 30, 26

-679

0.10%

Mariner, LLC

66.18K

Jun 30, 26

-13.79K

0.10%

PARSONS CAPITAL MANAGEMENT INC/RI

66.15K

Jun 30, 26

+734

0.10%

CALIBER WEALTH MANAGEMENT, LLC / KS

64.46K

Jun 30, 26

+324

0.10%

Bridgewealth Advisory Group, LLC

63.97K

Jun 30, 26

+8.87K

0.09%

J.W. COLE ADVISORS, INC.

61.16K

Jun 30, 26

+15.19K

0.09%

MML INVESTORS SERVICES, LLC

60.70K

Jun 30, 26

+12.40K

0.09%

BLUE JEAN FINANCIAL LLC

59.18K

Jun 30, 26

+7.76K

0.09%

Farther Finance Advisors, LLC

57.74K

Jun 30, 26

+8.45K

0.09%

Cottage Street Advisors LLC

56.19K

Jun 30, 26

+4.47K

0.08%

MATTERN CAPITAL MANAGEMENT, LLC

55.88K

Jun 30, 26

-1.88K

0.08%

ENDEAVOR PRIVATE WEALTH, INC.

55.51K

Jun 30, 26

+11.86K

0.08%

Focus Financial Network, Inc.

54.28K

Jun 30, 26

+629

0.08%

Global Retirement Partners, LLC

54.06K

Jun 30, 26

+54.06K

0.08%

Stablepoint Partners, LLC

53.63K

Jun 30, 26

-3.97K

0.08%

CLG LLC

53.25K

Jun 30, 26

+5.41K

0.08%

Betterment LLC

52.36K

Jun 30, 26

+9.41K

0.08%

Strategic Family Wealth Counselors, L.L.C.

52.22K

Jun 30, 26

-13.90K

0.08%

MCDONALD PARTNERS LLC

50.38K

Jun 30, 26

+24.15K

0.07%

Unified Investment Management

48.99K

Jun 30, 26

+37

0.07%

Apollon Wealth Management, LLC

48.32K

Jun 30, 26

-6.08K

0.07%

VICUS CAPITAL

45.27K

Jun 30, 26

+4.38K

0.07%

Ballew Advisors, Inc

45.16K

Jun 30, 26

+5.12K

0.07%

MACROVIEW INVESTMENT MANAGEMENT LLC

42.55K

Jun 30, 26

+1.96K

0.06%

Barnes Wealth Management Group, Inc

41.26K

Jun 30, 26

+678

0.06%

Parallel Advisors, LLC

40.59K

Jun 30, 26

+7.06K

0.06%

Sowell Financial Services LLC

40.53K

Jun 30, 26

-5.07K

0.06%

FIFTH THIRD BANCORP

40.27K

Jun 30, 26

-3.17K

0.06%

Advisory Services Network, LLC

40.24K

Jun 30, 26

-7.41K

0.06%

NewEdge Advisors, LLC

35.84K

Jun 30, 26

+4.92K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

35.11K

Jun 30, 26

+279

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

34.97K

Jun 30, 26

-75.59K

0.05%

IAG Wealth Partners, LLC

34.25K

Jun 30, 26

+20.70K

0.05%

Medallion Wealth Advisors, LLC

33.58K

Jun 30, 26

+235

0.05%

Brinker Capital Investments, LLC

33.01K

Jun 30, 26

+10.14K

0.05%

EverSource Wealth Advisors, LLC

32.63K

Jun 30, 26

-3.02K

0.05%

Capital Analysts, LLC

30.38K

Jun 30, 26

+7.04K

0.04%

JPMORGAN CHASE & CO

30.29K

Jun 30, 26

-851

0.04%

Crusonia Wealth Advisors LLC

29.56K

Jun 30, 26

+29.56K

0.04%

DAGCO, INC.

29.31K

Jun 30, 26

+766

0.04%

Rockefeller Capital Management L.P.

28.49K

Jun 30, 26

-20.30K

0.04%

Arkadios Wealth Advisors

26.31K

Jun 30, 26

-3.34K

0.04%

Csenge Advisory Group

25.44K

Jun 30, 26

-11.65K

0.04%

DAVENPORT & Co LLC

24.97K

Jun 30, 26

+7.67K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

24.91K

Jun 30, 26

-4.30K

0.04%

Elevation Advisory Partners LLC

24.75K

Jun 30, 26

+9.11K

0.04%

COMPASS FINANCIAL MANAGEMENT LLC

23.32K

Jun 30, 26

+23.32K

0.03%

AQR CAPITAL MANAGEMENT LLC

23.25K

Jun 30, 26

-475

0.03%

EPG Wealth Management LLC

21.73K

Jun 30, 26

-36

0.03%

MUIRFIELD WEALTH ADVISORS LLC

21.66K

Jun 30, 26

+3.40K

0.03%

D.A. DAVIDSON & CO.

20.46K

Jun 30, 26

+303

0.03%

Main Street Financial Solutions, LLC

19.58K

Jun 30, 26

+13.10K

0.03%

Hilltop Holdings Inc.

19.56K

Jun 30, 26

-629

0.03%

Gladstone Institutional Advisory LLC

19.11K

Jun 30, 26

+11.91K

0.03%

EdgeRock Capital LLC

18.92K

Jun 30, 26

+7.20K

0.03%

BNP PARIBAS ARBITRAGE, SNC

18.45K

Jun 30, 26

+18.20K

0.03%

Equitable Holdings, Inc.

18.03K

Jun 30, 26

-402

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

16.78K

Jun 30, 26

+4.32K

0.02%

Quest 10 Wealth Builders, Inc.

15.85K

Jun 30, 26

+4.00K

0.02%

Koshinski Asset Management, Inc.

15.62K

Jun 30, 26

+106

0.02%

CALTON & ASSOCIATES, INC.

14.45K

Jun 30, 26

-174

0.02%

Capstone Triton Financial Group, LLC

13.74K

Jun 30, 26

-27.43K

0.02%

Capital Advisors, Ltd. LLC

13.69K

Jun 30, 26

-1.36K

0.02%

PFG Advisors

13.60K

Jun 30, 26

-2.92K

0.02%

Spire Wealth Management

13.33K

Jun 30, 26

-930

0.02%

Castle Rock Wealth Management, LLC

12.96K

Jun 30, 26

-2.09K

0.02%

Financial Solutions Advisory Group, Inc.

12.32K

Jun 30, 26

0.02%

Farmers & Merchants Trust Co of Long Beach

12.32K

Jun 30, 26

-313

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.19K

Jun 30, 26

+12.19K

0.02%

HighPoint Advisor Group LLC

12.03K

Jun 30, 26

-3.05K

0.02%

PCG Wealth Advisors, LLC

11.84K

Jun 30, 26

+11.84K

0.02%

Argos Wealth Advisors, LLC

11.82K

Jun 30, 26

0.02%

Sentinus, LLC

11.66K

Jun 30, 26

-11.46K

0.02%

Diversify Advisory Services, LLC

11.15K

Jun 30, 26

+11.15K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

11.15K

Jun 30, 26

-1.06K

0.02%

Integrated Wealth Concepts LLC

10.66K

Jun 30, 26

-4.08K

0.02%

Advyzon Investment Management, LLC

10.17K

Jun 30, 26

+10.17K

0.02%

Comprehensive Financial Planning, Inc./PA

10.08K

Jun 30, 26

+116

0.01%

IFP Advisors, Inc

9.91K

Jun 30, 26

+2.31K

0.01%

Asset Allocation Strategies LLC

9.75K

Jun 30, 26

+39

0.01%

Financial Security Advisor, Inc.

9.69K

Jun 30, 26

-152

0.01%

SRS Capital Advisors, Inc.

9.50K

Jun 30, 26

+9.46K

0.01%

Capital Advisors Wealth Management, LLC

9.36K

Jun 30, 26

-264

0.01%

Family Office Research LLC

9.11K

Jun 30, 26

-1.39K

0.01%

VestGen Advisors, LLC

9.08K

Jun 30, 26

+294

0.01%

Worth Asset Management, LLC

9.05K

Jun 30, 26

-543

0.01%

Colony Group, LLC

9.02K

Jun 30, 26

-1.55K

0.01%

Fortis Capital Advisors, LLC

8.64K

Jun 30, 26

-1.49K

0.01%

Belpointe Asset Management LLC

8.64K

Jun 30, 26

-1.49K

0.01%

Auour Investments LLC

8.55K

Jun 30, 26

-2.15K

0.01%

Sanctuary Advisors, LLC

8.34K

Jun 30, 26

-1.66K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.32K

Jun 30, 26

+496

0.01%

Baird Financial Group, Inc.

8.29K

Jun 30, 26

+8.29K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.16K

Jun 30, 26

+1.41K

0.01%

New England Private Wealth Advisors LLC

8.05K

Jun 30, 26

+61

0.01%

OPPENHEIMER & CO INC

7.54K

Jun 30, 26

0.01%

Whitaker-Myers Wealth Managers, LTD.

7.38K

Jun 30, 26

-667

0.01%

Keystone Financial Services, LLC

7.05K

Jun 30, 26

+7.05K

0.01%

Brookstone Capital Management

6.65K

Jun 30, 26

+69

0.01%

Richmond Brothers, Inc.

6.28K

Jun 30, 26

+6.28K

0.01%

Tower Research Capital LLC (TRC)

6.24K

Jun 30, 26

+6.24K

0.01%

Bogart Wealth, LLC

6.19K

Jun 30, 26

-1.19K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.12K

Jun 30, 26

+5.87K

0.01%

MARS JEWETT FINANCIAL GROUP, INC.

6.09K

Jun 30, 26

+6.09K

0.01%

49 WEALTH MANAGEMENT, LLC

6.09K

Jun 30, 26

-154.22K

0.01%

ALONGSIDE, LLC

6.09K

Jun 30, 26

+6.09K

0.01%

Legacy Capital Wealth Partners, LLC

5.95K

Jun 30, 26

0.01%

Mesirow Financial Investment Management, Inc.

5.65K

Jun 30, 26

0.01%

GREENWOOD CAPITAL ASSOCIATES LLC

5.61K

Jun 30, 26

-327

0.01%

HBW Advisory Services LLC

5.59K

Jun 30, 26

+781

0.01%

Quad-Cities Investment Group, LLC

5.59K

Jun 30, 26

+64

0.01%

BLUELINE ADVISORS LLC

5.52K

Jun 30, 26

-2.00K

0.01%

Clearstead Advisors, LLC

5.48K

Jun 30, 26

-3.95K

0.01%

Mutual Advisors, LLC

5.12K

Jun 30, 26

+28

0.01%

Pine Valley Investments Ltd Liability Co

5.08K

Jun 30, 26

-117

0.01%

RAHLFS CAPITAL, LLC

5.00K

Jun 30, 26

-50.00K

0.01%

SYKON CAPITAL LLC

5.00K

Jun 30, 26

0.01%

Fortitude Advisory Group L.L.C.

5.00K

Jun 30, 26

0.01%

Garden State Investment Advisory Services LLC

4.97K

Jun 30, 26

+58

0.01%

Lineweaver Wealth Advisors, LLC

4.96K

Jun 30, 26

+776

0.01%

IFG Advisory, LLC

4.69K

Jun 30, 26

+4.69K

0.01%

Western Wealth Management, LLC

4.69K

Jun 30, 26

+39

0.01%

CAPTRUST FINANCIAL ADVISORS

4.64K

Jun 30, 26

+175

0.01%

Accelerate Investment Advisors LLC

4.38K

Jun 30, 26

-134

0.01%

Modern Wealth Management, LLC

4.25K

Jun 30, 26

-12.29K

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

4.21K

Jun 30, 26

-798

0.01%

Stirlingshire Investments, Inc.

4.20K

Jun 30, 26

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

4.13K

Jun 30, 26

-155

0.01%

Midway Capital Research & Management

4.10K

Jun 30, 26

+442

0.01%

PRIVATE TRUST CO NA

3.60K

Jun 30, 26

+121

0.01%

FIDUCIARY FINANCIAL ADVISORS

2.93K

Jun 30, 26

+2.93K

0.00%

CITIGROUP INC

2.77K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

2.75K

Jun 30, 26

-829

0.00%

Marshall & Sterling Wealth Advisors Inc.

2.47K

Jun 30, 26

-1.23K

0.00%

Montgomery Financial Services LLC

2.10K

Jun 30, 26

+2.10K

0.00%

ASSETMARK, INC

1.92K

Jun 30, 26

0.00%

Key Capital Management, INC

1.50K

Jun 30, 26

+15

0.00%

Millstone Evans Group, LLC

1.39K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.36K

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

1.24K

Jun 30, 26

+1.24K

0.00%

ATWOOD & PALMER INC

1.05K

Jun 30, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.00K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

1.00K

Jun 30, 26

0.00%

Allworth Financial LP

886

Jun 30, 26

-168

0.00%

CoreCap Advisors, LLC

770

Jun 30, 26

-1.08K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

727

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

534

Jun 30, 26

0.00%

UBS Group AG

450

Jun 30, 26

+450

0.00%

Hurley Capital, LLC

433

Jun 30, 26

0.00%

Rossby Financial, LCC

260

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

255

Jun 30, 26

0.00%

CENTRAL TRUST Co

233

Jun 30, 26

+233

0.00%

Larson Financial Group LLC

226

Jun 30, 26

+121

0.00%

HARBOUR INVESTMENTS, INC.

220

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

165

Jun 30, 26

+165

0.00%

Strategic Wealth Partners, Ltd.

147

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Elequin Securities, LLC

Jun 30, 26

0.00%

North Star Investment Management Corp.

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-63

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

-90.57K

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

ELEVATUS WELATH MANAGEMENT

Jun 30, 26

-63.36K

BANK OF MONTREAL /CAN/

Jun 30, 26

-1.80K

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

-11

Ancora Advisors, LLC

Jun 30, 26

-30

RPg Family Wealth Advisory, LLC

Jun 30, 26

-8.24K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-1.58K

Independent Advisor Alliance

Jun 30, 26

-8.57K

Concorde Asset Management, LLC

Jun 30, 26

-6.31K

Abound Wealth Management

Jun 30, 26

-508

Peak Asset Management, LLC

Jun 30, 26

-143.49K

Nautilus Advisors LLC

Jun 30, 26

-25.54K

CreativeOne Wealth, LLC

Jun 30, 26

-21.30K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-11

Sequoia Financial Advisors, LLC

Jun 30, 26

-4.67K

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-235.08K

TECTONIC ADVISORS LLC

Jun 30, 26

-5.67K

Clear Creek Financial Management, LLC

Jun 30, 26

-53.79K

OneAscent Financial Services LLC

Jun 30, 26

-5.15K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-18.58K

FLOW TRADERS U.S. LLC

Jun 30, 26

-9.92K

MIRAMONTES CAPITAL, LLC

Jun 30, 26

-4.17K

Foundations Investment Advisors, LLC

Jun 30, 26

-4.66K

Sound Income Strategies, LLC

Jun 30, 26

-1.78K

Basecamp Wealth Advisors LLC

Jun 30, 26

-475

Cerity Partners LLC

Jun 30, 26

-5.42K

Clarkston Capital Partners, LLC

Jun 30, 26

-7.38K

Perigon Wealth Management, LLC

Jun 30, 26

-9.05K

Paragon Advisors, LLC

Jun 30, 26

-34.20K

Scarborough Advisors, LLC

Jun 30, 26

-1

Wealthcare Advisory Partners LLC

Jun 30, 26

-74.03K

Destiny Wealth Partners, LLC

Jun 30, 26

-64

MAI Capital Management

Jun 30, 26

-1.60K

Golden State Equity Partners

Jun 30, 26

-16.86K

CWM, LLC

679.45K

Mar 31, 26

+70.62K

1.00%

JANUS HENDERSON GROUP PLC

286.32K

Mar 31, 26

-43.62K

0.42%

Spectrum Advisors, Inc.

53.14K

Mar 31, 26

+53.14K

0.08%

TruWealth Advisors, LLC

40.33K

Mar 31, 26

+4.76K

0.06%

U.S. Capital Wealth Advisors, LLC

12.47K

Mar 31, 26

-402

0.02%

Financial Gravity Asset Management, Inc.

199

Mar 31, 26

0.00%

COMERICA BANK

41.91K

Dec 31, 25

-362

0.06%

Covenant Partners, LLC

3.90K

Dec 31, 25

+3.90K

0.01%

Motiv8 Investments LLC

Dec 31, 25

+50

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-8.44K

PINNACLE FINANCIAL PARTNERS INC

17.25K

Sep 30, 25

-19

0.03%

Siligmueller & Norvid Wealth Advisors LLC

6.38K

Sep 30, 25

+6.38K

0.01%

Financial Advocates Investment Management

Sep 30, 25

-30.79K

Atria Wealth Solutions, Inc.

42.16K

Jun 30, 25

-4.25K

0.06%

AVANTAX ADVISORY SERVICES, INC.

11.82K

Jun 30, 25

-1.32K

0.02%

Capital A Wealth Management, LLC

872

Jun 30, 25

+846

0.00%

Orion Portfolio Solutions, LLC

36.87K

Mar 31, 25

-2.93K

0.05%

AlphaMark Advisors, LLC

430

Dec 31, 24

+430

0.00%

Sanctuary Wealth Management, L.L.C.

280

Dec 31, 24

+280

0.00%

RAYMOND JAMES & ASSOCIATES

730.53K

Sep 30, 24

-188.89K

1.08%

Raymond James Financial Services Advisors, Inc.

464.41K

Sep 30, 24

-51.05K

0.68%

CIC Wealth, LLC

4.63K

Sep 30, 24

+4.63K

0.01%

RAYMOND JAMES TRUST N.A.

Sep 30, 24

-5.59K

ICA Group Wealth Management, LLC

Jun 30, 24

-114

Cetera Advisors LLC

588.88K

Mar 31, 24

+30.82K

0.87%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

64.60K

Mar 31, 24

-61.11K

0.10%

Atlas Private Wealth Management

32.55K

Mar 31, 24

-6.94K

0.05%

Cetera Advisor Networks LLC

10.14K

Mar 31, 24

-2.22K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

173.63K

Dec 31, 23

+173.63K

0.26%

StrategIQ Financial Group, LLC

96.71K

Dec 31, 23

+29.89K

0.14%

Ledge Wealth Management, Inc.

50.73K

Dec 31, 23

-3.92K

0.07%

Simplicity Solutions, LLC

20.60K

Dec 31, 23

-1.23K

0.03%

Engrave Wealth Partners LLC

Dec 31, 23

-5.15K

BEDEL FINANCIAL CONSULTING INC

45.65K

Sep 30, 23

+45.65K

0.07%

Virginia National Bank

8.59K

Sep 30, 23

+219

0.01%

Ten Capital Wealth Advisors, LLC

9.35K

Jun 30, 23

-2.26K

0.01%

Barber Financial Group, Inc.

33.79K

Mar 31, 23

-944

0.05%

Sanford Advisory Services, LLC

21.43K

Dec 31, 22

+794

0.03%

Sargent Bickham Lagudis LLC

1.00K

Dec 31, 22

0.00%

ACG Wealth

316.80K

Sep 30, 22

+5.01K

0.47%

Karp Capital Management Corp

222.98K

Sep 30, 22

+222.98K

0.33%

Hightower 6M Holding, LLC

196.05K

Sep 30, 22

-12.01K

0.29%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

28.59K

Sep 30, 22

-339

0.04%

American Portfolios Advisors

2.90K

Sep 30, 22

-300

0.00%

Titus Wealth Management

213.96K

Jun 30, 22

-14.52K

0.32%

HYA Advisors, Inc

31.29K

Jun 30, 22

-561

0.05%

Loveless Wealth Management LLC

15.86K

Jun 30, 22

-350

0.02%

B. Riley Wealth Management, Inc.

Jun 30, 22

-58.17K

Ferris Capital, LLC

197.80K

Mar 31, 22

-1

0.29%

Winfield Associates, Inc.

18.60K

Mar 31, 22

0.03%

6 Meridian

260.38K

Dec 31, 21

+55.36K

0.38%

Carroll Financial Associates, Inc.

166.87K

Dec 31, 21

-673.26K

0.25%

REILLY FINANCIAL ADVISORS, LLC

20.84K

Dec 31, 21

+20.84K

0.03%

Investors Financial Group, LLC

19.62K

Dec 31, 21

-10.28K

0.03%

NEXT Financial Group, Inc

9.21K

Dec 31, 21

-1.05K

0.01%

LEVEL FOUR FINANCIAL, LLC

34.58K

Sep 30, 21

-594

0.05%

Pinnacle Advisory Group, Inc.

821.28K

Mar 31, 21

+156.35K

1.21%

Private Wealth Advisors, Inc.

11.72K

Dec 31, 20

+11.72K

0.02%

BAINCO INTERNATIONAL INVESTORS

1.71K

Dec 31, 20

+1.71K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

187.64K

Dec 31, 19

+96.42K

0.28%

Advisor Group, Inc.

98.15K

Dec 31, 19

+20.80K

0.14%

Catamount Wealth Management

1.79K

Mar 31, 19

0.00%

Commonwealth Equity Services, Inc

13.25K

Jun 30, 17

+8.95K

0.02%

Virtu KCG Holdings LLC

Jun 30, 17

-9.98K