VRP(VRP)
VRP
Institutional Ownership
Top 370 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | 388.04K | Sep 30, 26 | -8.71K | 0.32% |
| Windsor Capital Management, LLC | 353.21K | Sep 30, 26 | +9.30K | 0.29% |
| Accel Wealth Management | 161.85K | Sep 30, 26 | +18.80K | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 120.50K | Sep 30, 26 | -19.58K | 0.10% |
| Apella Capital, LLC | 118.67K | Sep 30, 26 | +670 | 0.10% |
| Cadent Capital Advisors, LLC | 116.63K | Sep 30, 26 | -6.62K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 93.99K | Sep 30, 26 | -40.78K | 0.08% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41.40K | Sep 30, 26 | -310.28K | 0.03% |
| Venture Visionary Partners LLC | 27.25K | Sep 30, 26 | +3.56K | 0.02% |
| Farther Finance Advisors, LLC | 26.54K | Sep 30, 26 | +9.04K | 0.02% |
| Dynamic Advisor Solutions LLC | 20.82K | Sep 30, 26 | -627 | 0.02% |
| MASSMUTUAL TRUST CO FSB/ADV | 15.02K | Sep 30, 26 | +15.02K | 0.01% |
| RVW Wealth, LLC | 11.31K | Sep 30, 26 | -- | 0.01% |
| HALLMARK CAPITAL MANAGEMENT INC | 9.43K | Sep 30, 26 | -1.48K | 0.01% |
| Crumly & Associates Inc. | 8.58K | Sep 30, 26 | -- | 0.01% |
| Coastline Trust Co | 6.50K | Sep 30, 26 | -- | 0.01% |
| ATWOOD & PALMER INC | 1.80K | Sep 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 959 | Sep 30, 26 | +51 | 0.00% |
| COURIER CAPITAL LLC | -- | Sep 30, 26 | -23.70K | -- |
| Insight Wealth Strategies, LLC | -- | Sep 30, 26 | -930.73K | -- |
| Treasurer of the State of North Carolina | 14.38M | Jun 30, 26 | +14.38M | 11.68% |
| BANK OF AMERICA CORP /DE/ | 12.17M | Jun 30, 26 | +3.27M | 9.89% |
| MORGAN STANLEY | 9.90M | Jun 30, 26 | +500.40K | 8.05% |
| WELLS FARGO & COMPANY/MN | 3.69M | Jun 30, 26 | +196.95K | 3.00% |
| LPL Financial LLC | 2.69M | Jun 30, 26 | -199.52K | 2.19% |
| UBS Group AG | 2.25M | Jun 30, 26 | +11.25K | 1.83% |
| STEPHENS INC /AR/ | 1.64M | Jun 30, 26 | +162.29K | 1.33% |
| JPMORGAN CHASE & CO | 1.58M | Jun 30, 26 | -80.75K | 1.28% |
| Advisors Capital Management, LLC | 1.56M | Jun 30, 26 | +74.36K | 1.27% |
| ENVESTNET ASSET MANAGEMENT INC | 1.24M | Jun 30, 26 | -196.44K | 1.01% |
| HighTower Advisors, LLC | 1.21M | Jun 30, 26 | +18.12K | 0.98% |
| RAYMOND JAMES FINANCIAL INC | 904.09K | Jun 30, 26 | +74.41K | 0.73% |
| Estate Counselors, LLC | 877.99K | Jun 30, 26 | +877.99K | 0.71% |
| ROYAL BANK OF CANADA | 818.55K | Jun 30, 26 | +96.70K | 0.67% |
| Mader & Shannon Wealth Management, Inc. | 723.42K | Jun 30, 26 | +829 | 0.59% |
| AMERIPRISE FINANCIAL INC | 615.18K | Jun 30, 26 | -37.29K | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 523.36K | Jun 30, 26 | -11.28K | 0.43% |
| STIFEL FINANCIAL CORP | 504.92K | Jun 30, 26 | +51.44K | 0.41% |
| BENJAMIN EDWARDS INC | 478.81K | Jun 30, 26 | -33.47K | 0.39% |
| Evolution Wealth Advisors, LLC | 470.50K | Jun 30, 26 | +1.20K | 0.38% |
| Spectrum Asset Management, Inc. | 445.78K | Jun 30, 26 | +339.66K | 0.36% |
| MML INVESTORS SERVICES, LLC | 426.54K | Jun 30, 26 | +46.17K | 0.35% |
| Sanctuary Advisors, LLC | 412.33K | Jun 30, 26 | -5.65K | 0.34% |
| Janney Montgomery Scott LLC | 406.99K | Jun 30, 26 | +13.66K | 0.33% |
| Cordoba Advisory Partners LLC | 399.68K | Jun 30, 26 | +16.04K | 0.32% |
| Matthew Goff Investment Advisor, LLC | 396.75K | Jun 30, 26 | -8.09K | 0.32% |
| PARK AVENUE SECURITIES LLC | 391.69K | Jun 30, 26 | +26.14K | 0.32% |
| MAI Capital Management | 390.66K | Jun 30, 26 | -974 | 0.32% |
| Westover Capital Advisors, LLC | 385.91K | Jun 30, 26 | +3.06K | 0.31% |
| JANE STREET GROUP, LLC | 378.20K | Jun 30, 26 | +230.51K | 0.31% |
| Ashton Thomas Private Wealth, LLC | 360.37K | Jun 30, 26 | -23.05K | 0.29% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 351.68K | Jun 30, 26 | +163.94K | 0.29% |
| Windsor Capital Management, LLC | 343.90K | Jun 30, 26 | +2.92K | 0.28% |
| Wealthcare Advisory Partners LLC | 324.21K | Jun 30, 26 | +46.22K | 0.26% |
| Nilsine Partners, LLC | 307.52K | Jun 30, 26 | +6.76K | 0.25% |
| Blue Water Asset Management | 298.91K | Jun 30, 26 | +7.13K | 0.24% |
| Private Advisor Group, LLC | 287.48K | Jun 30, 26 | +107.70K | 0.23% |
| BOSTON FAMILY OFFICE LLC | 267.92K | Jun 30, 26 | +11.04K | 0.22% |
| Meridian Wealth Management, LLC | 254.21K | Jun 30, 26 | -2.22K | 0.21% |
| Cetera Investment Advisers | 251.11K | Jun 30, 26 | +50.09K | 0.20% |
| Mosley Wealth Management | 245.63K | Jun 30, 26 | +236.25K | 0.20% |
| Invesco Ltd. | 240.41K | Jun 30, 26 | -1.02K | 0.20% |
| Baird Financial Group, Inc. | 235.82K | Jun 30, 26 | +3.81K | 0.19% |
| FCA CORP /TX | 223.86K | Jun 30, 26 | +11.47K | 0.18% |
| CITIGROUP INC | 205.87K | Jun 30, 26 | +16.17K | 0.17% |
| WESBANCO BANK INC | 193.76K | Jun 30, 26 | +18.52K | 0.16% |
| Good Harbor Advisors, Inc. | 186.00K | Jun 30, 26 | +6.80K | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 185.50K | Jun 30, 26 | -29.54K | 0.15% |
| RPg Family Wealth Advisory, LLC | 177.02K | Jun 30, 26 | +1.03K | 0.14% |
| FRANKLIN RESOURCES INC | 173.31K | Jun 30, 26 | -4.04K | 0.14% |
| Rockefeller Capital Management L.P. | 173.15K | Jun 30, 26 | -8.58K | 0.14% |
| Kroeger Financial Partners | 169.99K | Jun 30, 26 | +169.99K | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 163.56K | Jun 30, 26 | +2.58K | 0.13% |
| Addison Capital Co | 161.01K | Jun 30, 26 | +4.83K | 0.13% |
| WHITTIER TRUST CO | 157.85K | Jun 30, 26 | +14.21K | 0.13% |
| Gotham Asset Management, LLC | 149.17K | Jun 30, 26 | +7.42K | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 148.84K | Jun 30, 26 | +78.25K | 0.12% |
| Accel Wealth Management | 143.04K | Jun 30, 26 | +44.12K | 0.12% |
| Elmwood Wealth Management, Inc. | 141.48K | Jun 30, 26 | +8.44K | 0.11% |
| INDEPENDENT FINANCIAL GROUP, LLC | 140.09K | Jun 30, 26 | +13.94K | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 134.77K | Jun 30, 26 | -13.48K | 0.11% |
| NTV ASSET MANAGEMENT LLC | 129.36K | Jun 30, 26 | +4.16K | 0.11% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 128.81K | Jun 30, 26 | +12.02K | 0.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 124.75K | Jun 30, 26 | -195 | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 123.97K | Jun 30, 26 | -1.84K | 0.10% |
| Simplicity Wealth,LLC | 111.67K | Jun 30, 26 | +111.67K | 0.09% |
| Stratos Wealth Partners, LTD. | 104.19K | Jun 30, 26 | +88.56K | 0.08% |
| HOWARD WEALTH MANAGEMENT, LLC | 103.08K | Jun 30, 26 | +3.66K | 0.08% |
| Advisory Alpha, LLC | 99.69K | Jun 30, 26 | -101.01K | 0.08% |
| DUNCKER STREETT & CO INC | 99.67K | Jun 30, 26 | -31 | 0.08% |
| DAYMARK WEALTH PARTNERS, LLC | 97.27K | Jun 30, 26 | +97.27K | 0.08% |
| Ranch Capital Advisors Inc. | 93.02K | Jun 30, 26 | +1.22K | 0.08% |
| Oder Investment Management, LLC | 90.76K | Jun 30, 26 | +206 | 0.07% |
| Fosun International Ltd | 90.65K | Jun 30, 26 | +2.07K | 0.07% |
| Ameritas Advisory Services, LLC | 90.25K | Jun 30, 26 | +36.22K | 0.07% |
| Seed Wealth Management, Inc. | 89.22K | Jun 30, 26 | -710 | 0.07% |
| Cannon Advisors, Inc. | 88.70K | Jun 30, 26 | +88.70K | 0.07% |
| GOLDMAN SACHS GROUP INC | 88.18K | Jun 30, 26 | -- | 0.07% |
| TCG Advisory Services, LLC | 85.90K | Jun 30, 26 | -115 | 0.07% |
| FIFTH THIRD BANCORP | 84.82K | Jun 30, 26 | -6.89K | 0.07% |
| FIDUCIARY TRUST CO | 82.47K | Jun 30, 26 | +82.47K | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 80.16K | Jun 30, 26 | +763 | 0.07% |
| Advisory Resource Group | 77.69K | Jun 30, 26 | +1.30K | 0.06% |
| Brick & Kyle, Associates | 76.64K | Jun 30, 26 | -- | 0.06% |
| Kestra Advisory Services, LLC | 74.94K | Jun 30, 26 | -7.31K | 0.06% |
| CARY STREET PARTNERS FINANCIAL LLC | 74.41K | Jun 30, 26 | +1.31K | 0.06% |
| IFP Advisors, Inc | 72.97K | Jun 30, 26 | -53 | 0.06% |
| WEDBUSH SECURITIES INC | 72.31K | Jun 30, 26 | -825 | 0.06% |
| Lido Advisors, LLC | 71.60K | Jun 30, 26 | +71.60K | 0.06% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 71.01K | Jun 30, 26 | +3.13K | 0.06% |
| DEARBORN PARTNERS LLC | 70.26K | Jun 30, 26 | +1.24K | 0.06% |
| Midwest Trust Co | 68.90K | Jun 30, 26 | +16.83K | 0.06% |
| BLUE JEAN FINANCIAL LLC | 68.14K | Jun 30, 26 | +7.02K | 0.06% |
| Waverly Advisors, LLC | 65.67K | Jun 30, 26 | -680 | 0.05% |
| Mezzasalma Advisors, LLC | 65.56K | Jun 30, 26 | +65.56K | 0.05% |
| Integrated Wealth Concepts LLC | 63.22K | Jun 30, 26 | +16.13K | 0.05% |
| D.A. DAVIDSON & CO. | 63.20K | Jun 30, 26 | +7.30K | 0.05% |
| Capital Investment Advisory Services, LLC | 60.00K | Jun 30, 26 | +1.31K | 0.05% |
| JAMES INVESTMENT RESEARCH INC | 57.92K | Jun 30, 26 | -- | 0.05% |
| Stelac Advisory Services LLC | 52.42K | Jun 30, 26 | -- | 0.04% |
| Clear Harbor Asset Management, LLC | 42.27K | Jun 30, 26 | +5.24K | 0.03% |
| Alpine Bank Wealth Management | 40.06K | Jun 30, 26 | +6.79K | 0.03% |
| Bristlecone Value Partners, LLC | 38.83K | Jun 30, 26 | +2.12K | 0.03% |
| DELTA CAPITAL MANAGEMENT LLC | 38.09K | Jun 30, 26 | +1.88K | 0.03% |
| AlphaCore Capital LLC | 37.77K | Jun 30, 26 | +1.15K | 0.03% |
| Engineers Gate Manager LP | 37.33K | Jun 30, 26 | +5.40K | 0.03% |
| Steward Partners Investment Advisory, LLC | 37.13K | Jun 30, 26 | -1.05K | 0.03% |
| Mariner, LLC | 36.55K | Jun 30, 26 | -110.41K | 0.03% |
| King Wealth | 36.04K | Jun 30, 26 | -609 | 0.03% |
| Gladstone Institutional Advisory LLC | 34.79K | Jun 30, 26 | -3.83K | 0.03% |
| Belpointe Asset Management LLC | 34.78K | Jun 30, 26 | +21.13K | 0.03% |
| Cerity Partners LLC | 34.41K | Jun 30, 26 | +125 | 0.03% |
| Beacon Pointe Advisors, LLC | 33.87K | Jun 30, 26 | +33.87K | 0.03% |
| WealthCare Investment Partners, LLC | 33.38K | Jun 30, 26 | +4.70K | 0.03% |
| Invst, LLC | 32.91K | Jun 30, 26 | +2.67K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 32.40K | Jun 30, 26 | -218 | 0.03% |
| Diversify Advisory Services, LLC | 32.40K | Jun 30, 26 | +21.54K | 0.03% |
| OPPENHEIMER & CO INC | 32.38K | Jun 30, 26 | +5.54K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 32.06K | Jun 30, 26 | -1.91K | 0.03% |
| BURKE & HERBERT BANK & TRUST CO | 32.03K | Jun 30, 26 | -795 | 0.03% |
| Bank of New York Mellon Corp | 31.46K | Jun 30, 26 | +1.09K | 0.03% |
| Global Retirement Partners, LLC | 31.35K | Jun 30, 26 | +31.35K | 0.03% |
| QTR Family Wealth, LLC | 30.00K | Jun 30, 26 | -- | 0.02% |
| OLD NATIONAL BANCORP /IN/ | 29.68K | Jun 30, 26 | -- | 0.02% |
| Activest Wealth Management | 29.49K | Jun 30, 26 | +55 | 0.02% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 29.07K | Jun 30, 26 | -62.95K | 0.02% |
| Hillsdale Investment Management Inc. | 28.95K | Jun 30, 26 | +28.95K | 0.02% |
| WHITTIER TRUST CO OF NEVADA INC | 28.85K | Jun 30, 26 | +683 | 0.02% |
| Pekin Hardy Strauss, Inc. | 28.39K | Jun 30, 26 | -1.95K | 0.02% |
| Ausdal Financial Partners, Inc. | 27.90K | Jun 30, 26 | -6.30K | 0.02% |
| HRT FINANCIAL LP | 27.33K | Jun 30, 26 | +27.33K | 0.02% |
| Vectors Research Management, LLC | 27.19K | Jun 30, 26 | -551 | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 27.02K | Jun 30, 26 | +4.41K | 0.02% |
| Clark Capital Management Group, Inc. | 26.21K | Jun 30, 26 | -- | 0.02% |
| CALTON & ASSOCIATES, INC. | 25.35K | Jun 30, 26 | +3.66K | 0.02% |
| Disciplined Investments, LLC | 25.08K | Jun 30, 26 | +7.52K | 0.02% |
| CI Private Wealth, LLC | 24.62K | Jun 30, 26 | +24.62K | 0.02% |
| COURIER CAPITAL LLC | 23.70K | Jun 30, 26 | -416 | 0.02% |
| Pensionmark Financial Group, LLC | 23.59K | Jun 30, 26 | -- | 0.02% |
| Kovack Advisors, Inc. | 22.73K | Jun 30, 26 | +2.07K | 0.02% |
| PRINCIPAL FINANCIAL GROUP INC | 21.56K | Jun 30, 26 | -20.06K | 0.02% |
| Dynamic Advisor Solutions LLC | 21.44K | Jun 30, 26 | -24 | 0.02% |
| Cherry Tree Wealth Management, LLC | 21.08K | Jun 30, 26 | -5.99K | 0.02% |
| Nest Investments, LLC | 20.91K | Jun 30, 26 | +1.29K | 0.02% |
| Buckingham Strategic Partners | 20.78K | Jun 30, 26 | -4.61K | 0.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 20.78K | Jun 30, 26 | -4.61K | 0.02% |
| PINNACLE ASSOCIATES LTD | 19.68K | Jun 30, 26 | -8.40K | 0.02% |
| Tradition Wealth Management, LLC | 19.47K | Jun 30, 26 | -76 | 0.02% |
| SEGALL BRYANT & HAMILL, LLC | 19.08K | Jun 30, 26 | +550 | 0.02% |
| HB Wealth Management, LLC | 19.07K | Jun 30, 26 | +5.12K | 0.02% |
| Fort Sheridan Advisors LLC | 18.70K | Jun 30, 26 | -- | 0.02% |
| Risk Paradigm Group, LLC | 18.27K | Jun 30, 26 | +1.07K | 0.01% |
| Palouse Capital Management, Inc. | 18.10K | Jun 30, 26 | +1.60K | 0.01% |
| AlphaStar Capital Management, LLC | 17.91K | Jun 30, 26 | +1.02K | 0.01% |
| 1834 INVESTMENT ADVISORS CO | 17.53K | Jun 30, 26 | +17 | 0.01% |
| BROWN, LISLE/CUMMINGS, INC. | 17.50K | Jun 30, 26 | +302 | 0.01% |
| PFG Investments, LLC | 16.77K | Jun 30, 26 | +85 | 0.01% |
| TRUIST FINANCIAL CORP | 16.70K | Jun 30, 26 | +1.67K | 0.01% |
| Sigma Planning Corp | 16.64K | Jun 30, 26 | -980 | 0.01% |
| Klingman & Associates, LLC | 16.59K | Jun 30, 26 | -- | 0.01% |
| Pine Harbor Wealth Management, LLC | 16.10K | Jun 30, 26 | -- | 0.01% |
| ROMAN BUTLER FULLERTON & CO | 15.65K | Jun 30, 26 | -- | 0.01% |
| Comprehensive Money Management Services LLC | 15.46K | Jun 30, 26 | -535 | 0.01% |
| Diversified Trust Co | 15.37K | Jun 30, 26 | -- | 0.01% |
| Endowment Wealth Management, Inc. | 15.25K | Jun 30, 26 | -1.75K | 0.01% |
| CITIZENS FINANCIAL GROUP INC/RI | 15.05K | Jun 30, 26 | +610 | 0.01% |
| Unified Investment Management | 14.70K | Jun 30, 26 | +30 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 14.52K | Jun 30, 26 | -10.57K | 0.01% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14.20K | Jun 30, 26 | -3.18K | 0.01% |
| Rehmann Capital Advisory Group | 14.06K | Jun 30, 26 | +156 | 0.01% |
| StoneX Group Inc. | 13.88K | Jun 30, 26 | +13.88K | 0.01% |
| INSIGNEO ADVISORY SERVICES, LLC | 13.85K | Jun 30, 26 | -30 | 0.01% |
| Vestmark Advisory Solutions, Inc. | 13.39K | Jun 30, 26 | -1.47K | 0.01% |
| Mount Yale Investment Advisors, LLC | 13.39K | Jun 30, 26 | -1.58K | 0.01% |
| Advisory Services Network, LLC | 13.38K | Jun 30, 26 | +3.67K | 0.01% |
| Equitable Holdings, Inc. | 13.21K | Jun 30, 26 | +2.04K | 0.01% |
| Geneos Wealth Management Inc. | 12.36K | Jun 30, 26 | +664 | 0.01% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 12.22K | Jun 30, 26 | -- | 0.01% |
| Coastal Bridge Advisors, LLC | 12.20K | Jun 30, 26 | +32 | 0.01% |
| NewEdge Advisors, LLC | 12.06K | Jun 30, 26 | -1.87K | 0.01% |
| TRUST CO OF OKLAHOMA | 11.95K | Jun 30, 26 | +1.65K | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11.94K | Jun 30, 26 | -- | 0.01% |
| Creative Planning | 11.84K | Jun 30, 26 | -1.36K | 0.01% |
| Texas Yale Capital Corp. | 11.59K | Jun 30, 26 | -1.05K | 0.01% |
| Finward Bancorp | 10.95K | Jun 30, 26 | -- | 0.01% |
| J.W. COLE ADVISORS, INC. | 10.91K | Jun 30, 26 | +10.91K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 10.90K | Jun 30, 26 | -- | 0.01% |
| Colony Group, LLC | 10.37K | Jun 30, 26 | +1.04K | 0.01% |
| LYNX CAPITAL GROUP LTD /ADV | 10.33K | Jun 30, 26 | -- | 0.01% |
| AFT, FORSYTH & COMPANY, INC. | 10.31K | Jun 30, 26 | -14 | 0.01% |
| DEUTSCHE BANK AG\ | 10.25K | Jun 30, 26 | -- | 0.01% |
| AMERIFLEX GROUP, INC. | 10.24K | Jun 30, 26 | -- | 0.01% |
| IFC & Insurance Marketing, Inc. | 10.21K | Jun 30, 26 | +90 | 0.01% |
| Alaethes Wealth LLC | 9.91K | Jun 30, 26 | -1.02K | 0.01% |
| Ironwood Investment Counsel, LLC | 9.72K | Jun 30, 26 | -2.92K | 0.01% |
| Diligent Investors, LLC | 9.63K | Jun 30, 26 | +89 | 0.01% |
| Marion Wealth Management | 9.62K | Jun 30, 26 | -- | 0.01% |
| EVERPAR ADVISORS LLC | 9.55K | Jun 30, 26 | -1.00K | 0.01% |
| Koshinski Asset Management, Inc. | 9.44K | Jun 30, 26 | -- | 0.01% |
| CIBC Bancorp USA Inc. | 9.37K | Jun 30, 26 | -- | 0.01% |
| PATTON ALBERTSON MILLER GROUP, LLC | 9.36K | Jun 30, 26 | -- | 0.01% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 9.34K | Jun 30, 26 | -275 | 0.01% |
| CHILTON CAPITAL MANAGEMENT LLC | 9.33K | Jun 30, 26 | -35 | 0.01% |
| Global View Capital Management LLC | 8.90K | Jun 30, 26 | +8.90K | 0.01% |
| COMMERCE BANK | 8.88K | Jun 30, 26 | -- | 0.01% |
| PARTNERS WEALTH MANAGEMENT, LLC | 8.78K | Jun 30, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 8.69K | Jun 30, 26 | +8.69K | 0.01% |
| Etesian Wealth Advisors, Inc. | 8.67K | Jun 30, 26 | -1.64K | 0.01% |
| Brinker Capital Investments, LLC | 8.62K | Jun 30, 26 | -- | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.52K | Jun 30, 26 | -25.56K | 0.01% |
| Neuberger Berman Group LLC | 8.34K | Jun 30, 26 | -800 | 0.01% |
| Ancora Advisors, LLC | 7.24K | Jun 30, 26 | +235 | 0.01% |
| BLAIR WILLIAM & CO/IL | 7.00K | Jun 30, 26 | +6 | 0.01% |
| CENTAURUS FINANCIAL, INC. | 6.68K | Jun 30, 26 | +6.68K | 0.01% |
| LFA - Lugano Financial Advisors SA | 5.58K | Jun 30, 26 | -3.73K | 0.00% |
| Capital Advisors, Ltd. LLC | 5.30K | Jun 30, 26 | +44 | 0.00% |
| Smartleaf Asset Management LLC | 4.60K | Jun 30, 26 | -- | 0.00% |
| VIMA LLC | 4.22K | Jun 30, 26 | +4.22K | 0.00% |
| US BANCORP \DE\ | 3.49K | Jun 30, 26 | -129 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.18K | Jun 30, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 2.90K | Jun 30, 26 | +1.00K | 0.00% |
| BARRETT & COMPANY, INC. | 2.67K | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2.66K | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 2.54K | Jun 30, 26 | +2.54K | 0.00% |
| Pflug Koory, LLC | 2.41K | Jun 30, 26 | +27 | 0.00% |
| BLUELINE ADVISORS LLC | 2.23K | Jun 30, 26 | +509 | 0.00% |
| FMR LLC | 2.17K | Jun 30, 26 | +1.49K | 0.00% |
| Rossby Financial, LCC | 2.16K | Jun 30, 26 | +1.11K | 0.00% |
| NBC SECURITIES, INC. | 1.72K | Jun 30, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 1.44K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 1.43K | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 1.39K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 1.12K | Jun 30, 26 | -- | 0.00% |
| Mechanics Financial Corp | 1.10K | Jun 30, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 1.07K | Jun 30, 26 | +31 | 0.00% |
| Community Bank, N.A. | 1.00K | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 1.00K | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 925 | Jun 30, 26 | +925 | 0.00% |
| Cape Investment Advisory, Inc. | 908 | Jun 30, 26 | +908 | 0.00% |
| Colonial Trust Co / SC | 879 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 816 | Jun 30, 26 | -- | 0.00% |
| Aventura Private Wealth, LLC | 624 | Jun 30, 26 | +6 | 0.00% |
| Financial Perspectives, Inc | 505 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 500 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 476 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 425 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 325 | Jun 30, 26 | +325 | 0.00% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 302 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 300 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 235 | Jun 30, 26 | +3 | 0.00% |
| Guardian Partners Inc. | 215 | Jun 30, 26 | +215 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 151 | Jun 30, 26 | +60 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 133 | Jun 30, 26 | +133 | 0.00% |
| Newbridge Financial Services Group, Inc. | 79 | Jun 30, 26 | -- | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 72 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 60 | Jun 30, 26 | +60 | 0.00% |
| SIGNATUREFD, LLC | 47 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 30 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 15 | Jun 30, 26 | +15 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 1 | Jun 30, 26 | -10 | 0.00% |
| Key FInancial Inc | -- | Jun 30, 26 | -2.11K | -- |
| ALBION FINANCIAL GROUP /UT | -- | Jun 30, 26 | -16 | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -350 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -5.90K | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -22.28K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -793 | -- |
| LFG Wealth Partners, LLC | -- | Jun 30, 26 | -63.05K | -- |
| LeClair Wealth Partners LLC | -- | Jun 30, 26 | -291.79K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -13.25K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -15.44K | -- |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -118.23K | -- |
| MOTCO | -- | Jun 30, 26 | -398 | -- |
| Advisors Preferred, LLC | -- | Jun 30, 26 | -10.67K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -16.37K | -- |
| Pinnacle Wealth Management Advisory Group, LLC | -- | Jun 30, 26 | -14.21K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Jun 30, 26 | -84.85K | -- |
| CWM, LLC | 123.46K | Mar 31, 26 | +14.59K | 0.10% |
| Jackson Hole Capital Partners, LLC | 65.69K | Mar 31, 26 | -218 | 0.05% |
| McIlrath & Eck, LLC | 800 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 62.51K | Dec 31, 25 | +4.50K | 0.05% |
| MGB Wealth Management, LLC | 31.03K | Dec 31, 25 | +8.91K | 0.03% |
| CIBC Private Wealth Group, LLC | 10.97K | Dec 31, 25 | -- | 0.01% |
| ORG Partners LLC | 5.90K | Dec 31, 25 | -- | 0.00% |
| New Millennium Group LLC | 411 | Dec 31, 25 | -637 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -375 | -- |
| FIRST NATIONAL CORP /MA/ /ADV | 128.32K | Sep 30, 25 | +14.01K | 0.10% |
| AllSquare Wealth Management LLC | 15.45K | Sep 30, 25 | -250 | 0.01% |
| Graypoint LLC | 50.59K | Jun 30, 25 | -3.88K | 0.04% |
| J. W. Coons Advisors, LLC | 32.65K | Jun 30, 25 | -1.25K | 0.03% |
| Atria Wealth Solutions, Inc. | 30.41K | Jun 30, 25 | +534 | 0.02% |
| AVANTAX ADVISORY SERVICES, INC. | 24.22K | Jun 30, 25 | -546 | 0.02% |
| First Horizon Advisors, Inc. | 16.27K | Jun 30, 25 | -177 | 0.01% |
| Orion Portfolio Solutions, LLC | 89.13K | Mar 31, 25 | -17.40K | 0.07% |
| Kades & Cheifetz LLC | 29.80K | Dec 31, 24 | -6.48K | 0.02% |
| SignalPoint Asset Management, LLC | 8.65K | Dec 31, 24 | -1.98K | 0.01% |
| TrinityPoint Wealth, LLC | -- | Dec 31, 24 | -9.04K | -- |
| Raymond James Financial Services Advisors, Inc. | 135.23K | Sep 30, 24 | +71.59K | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 106.36K | Sep 30, 24 | -1.07K | 0.09% |
| FinTrust Capital Advisors, LLC | 15.96K | Sep 30, 24 | -- | 0.01% |
| Carmichael Hill & Associates, Inc. | 1.60K | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 600 | Sep 30, 24 | -- | 0.00% |
| All Season Financial Advisors, Inc. | -- | Sep 30, 24 | -137.11K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 459.46K | Jun 30, 24 | +2.67K | 0.37% |
| SUMMIT FINANCIAL GROUP, INC. | 51.77K | Mar 31, 24 | -100 | 0.04% |
| Cetera Advisor Networks LLC | 46.01K | Mar 31, 24 | +8.30K | 0.04% |
| Cetera Advisors LLC | 31.72K | Mar 31, 24 | +31.72K | 0.03% |
| Retirement Group, LLC | 9.18K | Mar 31, 24 | +1.16K | 0.01% |
| LWS Wealth Advisors, Inc. | 343.63K | Dec 31, 23 | +24.20K | 0.28% |
| Baystate Wealth Management LLC | -- | Dec 31, 23 | -27 | -- |
| COLONY GROUP LLC | 13.80K | Sep 30, 23 | -190 | 0.01% |
| HNP Capital LLC | 45.88K | Mar 31, 23 | -4.13K | 0.04% |
| Ahrens Investment Partners LLC | 1.00K | Mar 31, 23 | +1.00K | 0.00% |
| ACG Wealth | 69.97K | Sep 30, 22 | -734 | 0.06% |
| ROOSEVELT INVESTMENT GROUP LLC | 56.90K | Sep 30, 22 | +1.84K | 0.05% |
| American Portfolios Advisors | 54.71K | Sep 30, 22 | +54.71K | 0.04% |
| KARLINSKI ANDREW C | 822 | Sep 30, 22 | -- | 0.00% |
| Altium Wealth Management LLC | -- | Jun 30, 22 | -497.77K | -- |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 34.10K | Mar 31, 22 | -49.10K | 0.03% |
| Freedman Financial Associates, Inc. | 460 | Mar 31, 22 | +460 | 0.00% |
| MD Financial Management Inc. | 257.34K | Dec 31, 21 | +13.38K | 0.21% |
| Carroll Financial Associates, Inc. | 19.45K | Dec 31, 21 | +4.05K | 0.02% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -24.39K | -- |
| Ameritas Investment Company, LLC | 45.41K | Sep 30, 21 | +41.80K | 0.04% |
| BBVA USA | 38.28K | Sep 30, 21 | -- | 0.03% |
| Homrich & Berg | 29.00K | Sep 30, 21 | +179 | 0.02% |
| Berman Capital Advisors, LLC | 79 | Sep 30, 21 | -- | 0.00% |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -10.70K | -- |
| BBVA USA Bancshares, Inc. | 38.28K | Mar 31, 21 | -- | 0.03% |
| Reby Advisors, LLC | 1.10K | Dec 31, 20 | +1.10K | 0.00% |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | -- | Sep 30, 20 | -12.16K | -- |
| TCG Advisors, LP | -- | Sep 30, 20 | -88.20K | -- |
| Global Financial Private Capital, Inc | 2.79K | Jun 30, 20 | -503 | 0.00% |
| Squar Milner Financial Services LLC | 19.23K | Mar 31, 20 | -- | 0.02% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | -- | Mar 31, 20 | -76 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 317.83K | Dec 31, 19 | +36.55K | 0.26% |
| Advisor Group, Inc. | 77.28K | Dec 31, 19 | +33.77K | 0.06% |
| Jackson Financial Management | 33.17K | Dec 31, 19 | +17.19K | 0.03% |
| MADRONA FUNDS, LLC | 164.73K | Sep 30, 19 | +164.73K | 0.13% |
| BB&T SECURITIES, LLC | 55.86K | Sep 30, 19 | -222 | 0.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1.00K | Sep 30, 19 | -- | 0.00% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -18.96K | -- |
| HL FINANCIAL SERVICES LLC | 368.16K | Mar 31, 19 | -5.48K | 0.30% |
| Sound View Wealth Advisors, LLC | 9.63K | Mar 31, 19 | -- | 0.01% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 8.47K | Mar 31, 19 | -1.36K | 0.01% |
| NEXT Financial Holdings | 5.82K | Mar 31, 19 | +5.82K | 0.00% |
| Live Your Vision, LLC | 1.63K | Mar 31, 19 | +266 | 0.00% |
| Ken Stern & Associates, Inc. | 28.08K | Sep 30, 18 | +28.08K | 0.02% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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