Western Midstream Partners, LP(WES)

$48.92—

Chart

Western Midstream Partners, LP(WES)

NYSE

$48.92—

Chart Studio

WES(WES)

WES

Overview Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 463 Institutional Holders

Holder	Shares	Date	Change	% Held
ALPS ADVISORS INC	36.63M	Jun 30, 26	-2.01M	8.87%
Invesco Ltd.	24.12M	Jun 30, 26	+74.73K	5.84%
MORGAN STANLEY	21.23M	Jun 30, 26	+16.68M	5.14%
Blackstone Inc.	10.37M	Jun 30, 26	+1.61M	2.51%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	8.64M	Jun 30, 26	-232.25K	2.09%
GOLDMAN SACHS GROUP INC	8.53M	Jun 30, 26	-230.95K	2.06%
TORTOISE CAPITAL ADVISORS, L.L.C.	6.51M	Jun 30, 26	-2.27M	1.57%
Neuberger Berman Group LLC	6.19M	Jun 30, 26	-93.34K	1.50%
CHICKASAW CAPITAL MANAGEMENT LLC	5.51M	Jun 30, 26	-69.37K	1.33%
KAYNE ANDERSON CAPITAL ADVISORS LP	3.93M	Jun 30, 26	+10.11K	0.95%
UBS Group AG	3.57M	Jun 30, 26	-154.76K	0.86%
Clearbridge Investments, LLC	2.71M	Jun 30, 26	+87.40K	0.66%
WESTWOOD HOLDINGS GROUP INC	2.18M	Jun 30, 26	+40.26K	0.53%
BNP PARIBAS ARBITRAGE, SNC	1.99M	Jun 30, 26	-114.27K	0.48%
MILLER HOWARD INVESTMENTS INC /NY	1.65M	Jun 30, 26	+63.97K	0.40%
ING GROEP NV	1.59M	Jun 30, 26	--	0.38%
Fractal Investments LLC	1.52M	Jun 30, 26	-53.16K	0.37%
BANK OF AMERICA CORP /DE/	1.37M	Jun 30, 26	+238.32K	0.33%
BARCLAYS PLC	1.34M	Jun 30, 26	+274.14K	0.32%
CUSHING ASSET MANAGEMENT, LP	1.26M	Jun 30, 26	-417.00K	0.30%
INFRASTRUCTURE CAPITAL ADVISORS, LLC	1.22M	Jun 30, 26	-17.70K	0.29%
Recurrent Investment Advisors LLC	1.13M	Jun 30, 26	-1.47K	0.27%
EAGLE GLOBAL ADVISORS LLC	1.04M	Jun 30, 26	-22.50K	0.25%
JPMORGAN CHASE & CO	980.56K	Jun 30, 26	-509.94K	0.24%
STIFEL FINANCIAL CORP	975.98K	Jun 30, 26	-7.97K	0.24%
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	914.52K	Jun 30, 26	--	0.22%
WELLS FARGO & COMPANY/MN	862.25K	Jun 30, 26	+23.70K	0.21%
FIRST TRUST ADVISORS LP	757.17K	Jun 30, 26	-145.41K	0.18%
HRT FINANCIAL LP	747.94K	Jun 30, 26	+344.62K	0.18%
BROOKFIELD Corp /ON/	731.38K	Jun 30, 26	+60.37K	0.18%
NATIXIS	657.60K	Jun 30, 26	-11.50K	0.16%
Texas Yale Capital Corp.	638.10K	Jun 30, 26	+5.28K	0.15%
RAYMOND JAMES FINANCIAL INC	566.17K	Jun 30, 26	+10.44K	0.14%
Allianz Asset Management GmbH	443.49K	Jun 30, 26	--	0.11%
Catalyst Capital Advisors LLC	406.91K	Jun 30, 26	+5.10K	0.10%
TERRIL BROTHERS, INC.	402.97K	Jun 30, 26	-2.22K	0.10%
Adams Asset Advisors, LLC	374.82K	Jun 30, 26	+32.72K	0.09%
RR Advisors, LLC	356.12K	Jun 30, 26	+171.81K	0.09%
Empirical Finance, LLC	330.02K	Jun 30, 26	-112.17K	0.08%
LPL Financial LLC	325.66K	Jun 30, 26	+25.73K	0.08%
JENNISON ASSOCIATES LLC	313.37K	Jun 30, 26	-6.05K	0.08%
CITADEL ADVISORS LLC	304.27K	Jun 30, 26	+304.27K	0.07%
Knollwood Investment Advisory, LLC	301.03K	Jun 30, 26	--	0.07%
Susquehanna Portfolio Strategies, LLC	287.82K	Jun 30, 26	-780	0.07%
Sovereign Investment Advisors, LLC	274.48K	Jun 30, 26	--	0.07%
Slotnik Capital, LLC	262.61K	Jun 30, 26	--	0.06%
Waverly Advisors, LLC	250.87K	Jun 30, 26	-2.45K	0.06%
VICTORY CAPITAL MANAGEMENT INC	249.58K	Jun 30, 26	--	0.06%
Advisors Asset Management, Inc.	232.84K	Jun 30, 26	-9.62K	0.06%
EXCHANGE TRADED CONCEPTS, LLC	224.45K	Jun 30, 26	-45.20K	0.05%
Maryland State Retirement & Pension System	216.25K	Jun 30, 26	-1.42K	0.05%
STEPHENS INC /AR/	215.07K	Jun 30, 26	+9.61K	0.05%
ROYAL BANK OF CANADA	207.13K	Jun 30, 26	-33.96K	0.05%
Heronetta Management, L.P.	206.36K	Jun 30, 26	--	0.05%
SRS Capital Advisors, Inc.	203.00K	Jun 30, 26	+201.10K	0.05%
CITIGROUP INC	175.60K	Jun 30, 26	+12.98K	0.04%
Ellsworth Advisors, LLC	172.43K	Jun 30, 26	+6.12K	0.04%
HORIZON KINETICS ASSET MANAGEMENT LLC	172.23K	Jun 30, 26	+2.48K	0.04%
Americana Partners, LLC	161.25K	Jun 30, 26	-814	0.04%
EVERGREEN CAPITAL MANAGEMENT LLC	155.87K	Jun 30, 26	-2.30K	0.04%
Sanctuary Advisors, LLC	144.25K	Jun 30, 26	+192	0.03%
BANK OF MONTREAL /CAN/	139.45K	Jun 30, 26	+139.45K	0.03%
Mariner, LLC	137.04K	Jun 30, 26	+7.67K	0.03%
Treasurer of the State of North Carolina	135.03K	Jun 30, 26	+135.03K	0.03%
Rockefeller Capital Management L.P.	134.12K	Jun 30, 26	+319	0.03%
CIBC WORLD MARKET INC.	132.70K	Jun 30, 26	-24.50K	0.03%
Cresset Asset Management, LLC	131.84K	Jun 30, 26	+1.86K	0.03%
ENVESTNET ASSET MANAGEMENT INC	110.56K	Jun 30, 26	-152	0.03%
HENNESSY ADVISORS INC	110.26K	Jun 30, 26	--	0.03%
Lavaca Capital LLC	108.00K	Jun 30, 26	--	0.03%
Cetera Investment Advisers	99.43K	Jun 30, 26	-4.86K	0.02%
HighTower Advisors, LLC	98.29K	Jun 30, 26	+12.25K	0.02%
Summit Financial, LLC	94.58K	Jun 30, 26	+277	0.02%
GLENMEDE TRUST CO NA	85.48K	Jun 30, 26	--	0.02%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	85.15K	Jun 30, 26	-6.50K	0.02%
Pathstone Holdings, LLC	83.08K	Jun 30, 26	--	0.02%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	78.82K	Jun 30, 26	--	0.02%
D.A. DAVIDSON & CO.	74.34K	Jun 30, 26	+1.89K	0.02%
MAI Capital Management	73.59K	Jun 30, 26	+25.92K	0.02%
Pekin Hardy Strauss, Inc.	73.16K	Jun 30, 26	+6	0.02%
NewEdge Advisors, LLC	71.98K	Jun 30, 26	+5.39K	0.02%
GraniteShares Advisors LLC	70.44K	Jun 30, 26	+9.22K	0.02%
Hartree Partners, LP	66.00K	Jun 30, 26	+66.00K	0.02%
BlackRock, Inc.	65.66K	Jun 30, 26	-1	0.02%
VAN ECK ASSOCIATES CORP	63.19K	Jun 30, 26	-14.11K	0.02%
Kestra Advisory Services, LLC	61.45K	Jun 30, 26	+9.16K	0.01%
DIVIDEND ASSETS CAPITAL, LLC	59.49K	Jun 30, 26	-4.86K	0.01%
TCG Advisory Services, LLC	59.22K	Jun 30, 26	-1.34K	0.01%
TRUIST FINANCIAL CORP	55.37K	Jun 30, 26	+7.88K	0.01%
Cambridge Investment Research Advisors, Inc.	54.84K	Jun 30, 26	-3.20K	0.01%
CAPTRUST FINANCIAL ADVISORS	54.49K	Jun 30, 26	+1.27K	0.01%
HUNTINGTON NATIONAL BANK	50.00K	Jun 30, 26	--	0.01%
CFM WEALTH PARTNERS LLC	49.88K	Jun 30, 26	--	0.01%
ELCO Management Co., LLC	49.44K	Jun 30, 26	-712	0.01%
WEXFORD CAPITAL LP	48.53K	Jun 30, 26	--	0.01%
SageGuard Financial Group, LLC	44.48K	Jun 30, 26	+133	0.01%
JANE STREET GROUP, LLC	44.07K	Jun 30, 26	+44.07K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	43.66K	Jun 30, 26	--	0.01%
Cartesian Growth Corp	42.80K	Jun 30, 26	+30.00K	0.01%
Quantinno Capital Management LP	42.16K	Jun 30, 26	+33.06K	0.01%
ADVISOR GROUP HOLDINGS, INC.	41.63K	Jun 30, 26	+10.88K	0.01%
GUGGENHEIM CAPITAL LLC	39.91K	Jun 30, 26	+859	0.01%
AlphaCore Capital LLC	39.55K	Jun 30, 26	--	0.01%
FMR LLC	39.24K	Jun 30, 26	+200	0.01%
Creative Planning	38.68K	Jun 30, 26	-8.68K	0.01%
Samalin Investment Counsel, LLC	38.56K	Jun 30, 26	+794	0.01%
NORTHERN TRUST CORP	38.49K	Jun 30, 26	-2.67K	0.01%
CHILTON CAPITAL MANAGEMENT LLC	36.92K	Jun 30, 26	-3.55K	0.01%
OPPENHEIMER ASSET MANAGEMENT INC.	36.30K	Jun 30, 26	+259	0.01%
Requisite Capital Management, LLC	36.05K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	36.04K	Jun 30, 26	+1.47K	0.01%
ALBERT D MASON INC	35.67K	Jun 30, 26	+277	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	35.29K	Jun 30, 26	+7.89K	0.01%
Cedar Wealth Management, LLC	34.54K	Jun 30, 26	+6.84K	0.01%
Turtle Creek Wealth Advisors, LLC	34.40K	Jun 30, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	34.39K	Jun 30, 26	-1.34K	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	33.18K	Jun 30, 26	--	0.01%
IEQ CAPITAL, LLC	32.25K	Jun 30, 26	+642	0.01%
DAYMARK WEALTH PARTNERS, LLC	31.95K	Jun 30, 26	-17.09K	0.01%
Cerity Partners LLC	31.21K	Jun 30, 26	-112	0.01%
US BANCORP \DE\	30.71K	Jun 30, 26	--	0.01%
NewEdge Wealth, LLC	29.50K	Jun 30, 26	+6.05K	0.01%
PFG Investments, LLC	29.20K	Jun 30, 26	-2.91K	0.01%
SILVERCREST ASSET MANAGEMENT GROUP LLC	28.97K	Jun 30, 26	-1.19K	0.01%
BWM Planning, LLC	28.32K	Jun 30, 26	--	0.01%
BluePath Capital Management, LLC	28.09K	Jun 30, 26	+28	0.01%
RMB Capital Management, LLC	27.94K	Jun 30, 26	--	0.01%
Chicago Partners Investment Group LLC	27.70K	Jun 30, 26	+5.69K	0.01%
Moors & Cabot, Inc.	26.58K	Jun 30, 26	+293	0.01%
Apollon Wealth Management, LLC	26.34K	Jun 30, 26	-3.91K	0.01%
AMERICAN FINANCIAL GROUP INC	25.50K	Jun 30, 26	--	0.01%
Abel Hall, LLC	25.19K	Jun 30, 26	--	0.01%
Summit Trail Advisors, LLC	25.14K	Jun 30, 26	+21	0.01%
Fidelis Capital Partners, LLC	25.02K	Jun 30, 26	-11.00K	0.01%
JBF Capital, Inc.	25.00K	Jun 30, 26	--	0.01%
ARDSLEY ADVISORY PARTNERS LP	25.00K	Jun 30, 26	+25.00K	0.01%
Advisory Services Network, LLC	24.50K	Jun 30, 26	-491	0.01%
Jump Financial, LLC	24.31K	Jun 30, 26	-270.44K	0.01%
SL ADVISORS, LLC	23.47K	Jun 30, 26	-136	0.01%
Janney Montgomery Scott LLC	23.05K	Jun 30, 26	+23.05K	0.01%
Steward Partners Investment Advisory, LLC	22.00K	Jun 30, 26	+9.25K	0.01%
Autumn Glory Partners, LLC	22.00K	Jun 30, 26	-9.00K	0.01%
Kercheville Advisors, LLC	22.00K	Jun 30, 26	+2.70K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.81K	Jun 30, 26	-8.02K	0.01%
CVFG LLC	21.63K	Jun 30, 26	-100	0.01%
GFS Advisors, LLC	21.20K	Jun 30, 26	+21.20K	0.01%
ProShare Advisors LLC	21.08K	Jun 30, 26	+1.02K	0.01%
Plan Group Financial, LLC	20.35K	Jun 30, 26	+2.22K	0.00%
Mutual Advisors, LLC	20.25K	Jun 30, 26	+218	0.00%
SIMPLEX TRADING, LLC	19.32K	Jun 30, 26	-7.78K	0.00%
Concurrent Investment Advisors, LLC	19.12K	Jun 30, 26	+1.71K	0.00%
NAVELLIER & ASSOCIATES INC	18.11K	Jun 30, 26	+7.49K	0.00%
Bramshill Investments, LLC	18.04K	Jun 30, 26	+192	0.00%
Snowden Capital Advisors LLC	17.44K	Jun 30, 26	-347	0.00%
GSA CAPITAL PARTNERS LLP	17.43K	Jun 30, 26	-33.20K	0.00%
SIMON QUICK ADVISORS, LLC	17.40K	Jun 30, 26	--	0.00%
Stratos Wealth Partners, LTD.	17.09K	Jun 30, 26	+3.34K	0.00%
VestGen Advisors, LLC	16.98K	Jun 30, 26	+367	0.00%
Cornerstone Management, Inc.	16.73K	Jun 30, 26	--	0.00%
Rockwood Wealth Management, LLC	16.71K	Jun 30, 26	--	0.00%
Caprock Group, LLC	16.36K	Jun 30, 26	+86	0.00%
BLAIR WILLIAM & CO/IL	16.34K	Jun 30, 26	+6.65K	0.00%
Diversified Trust Co	16.25K	Jun 30, 26	--	0.00%
Kovack Advisors, Inc.	16.25K	Jun 30, 26	-6.96K	0.00%
Bollard Group LLC	16.22K	Jun 30, 26	--	0.00%
Lido Advisors, LLC	16.09K	Jun 30, 26	+205	0.00%
ACADIAN ASSET MANAGEMENT LLC	15.93K	Jun 30, 26	+15.93K	0.00%
Penbrook Management LLC	15.90K	Jun 30, 26	--	0.00%
NOVEM GROUP	15.84K	Jun 30, 26	+300	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	15.48K	Jun 30, 26	-1.06K	0.00%
Colony Group, LLC	15.34K	Jun 30, 26	-6.36K	0.00%
Ulland Investment Advisors, LLC	14.65K	Jun 30, 26	+2.65K	0.00%
Icon Wealth Advisors, LLC	14.35K	Jun 30, 26	+199	0.00%
Oxinas Partners Wealth Management LLC	13.76K	Jun 30, 26	--	0.00%
CI Private Wealth, LLC	13.74K	Jun 30, 26	-8.53K	0.00%
Bank of New York Mellon Corp	13.39K	Jun 30, 26	+10	0.00%
CASTLEARK MANAGEMENT LLC	13.39K	Jun 30, 26	--	0.00%
HOURGLASS CAPITAL, LLC	13.31K	Jun 30, 26	--	0.00%
Kaizen Financial Strategies	13.21K	Jun 30, 26	+640	0.00%
MGO ONE SEVEN LLC	12.92K	Jun 30, 26	+1.67K	0.00%
Westover Capital Advisors, LLC	12.70K	Jun 30, 26	--	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	12.30K	Jun 30, 26	-363	0.00%
Linscomb & Williams, Inc.	12.07K	Jun 30, 26	-7.66K	0.00%
Global Retirement Partners, LLC	12.03K	Jun 30, 26	+12.03K	0.00%
DIMENSIONAL FUND ADVISORS LP	11.82K	Jun 30, 26	-144	0.00%
South Street Advisors LLC	11.66K	Jun 30, 26	+3.02K	0.00%
Prospera Financial Services Inc	11.42K	Jun 30, 26	+355	0.00%
Fiduciary Group LLC	11.42K	Jun 30, 26	+1.00K	0.00%
HOWARD FINANCIAL SERVICES, LTD.	11.40K	Jun 30, 26	+222	0.00%
FIDUCIARY FINANCIAL GROUP, LLC	11.04K	Jun 30, 26	+361	0.00%
Avidian Wealth Solutions, LLC	10.95K	Jun 30, 26	+10.95K	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.76K	Jun 30, 26	-8.74K	0.00%
WHALEROCK POINT PARTNERS, LLC	10.60K	Jun 30, 26	+10.60K	0.00%
F/M Investments LLC	10.34K	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	10.10K	Jun 30, 26	+3.90K	0.00%
SCHULHOFF & CO INC	10.10K	Jun 30, 26	--	0.00%
Belfer Management LLC	10.08K	Jun 30, 26	-2.02K	0.00%
Hardy Reed LLC	10.05K	Jun 30, 26	--	0.00%
Belpointe Asset Management LLC	10.00K	Jun 30, 26	+10.00K	0.00%
Private Advisor Group, LLC	9.90K	Jun 30, 26	+422	0.00%
TOCQUEVILLE ASSET MANAGEMENT L.P.	9.70K	Jun 30, 26	+825	0.00%
SG Americas Securities, LLC	9.46K	Jun 30, 26	-1.76K	0.00%
CHOREO, LLC	9.39K	Jun 30, 26	-487	0.00%
COMMERCE BANK	9.37K	Jun 30, 26	+9.37K	0.00%
MITCHELL MCLEOD PUGH & WILLIAMS INC	9.33K	Jun 30, 26	+952	0.00%
GABELLI FUNDS LLC	9.05K	Jun 30, 26	--	0.00%
Cascade Financial Partners, LLC	8.93K	Jun 30, 26	--	0.00%
Cadent Capital Advisors, LLC	8.92K	Jun 30, 26	+74	0.00%
HB Wealth Management, LLC	8.84K	Jun 30, 26	-1.10K	0.00%
IHT Wealth Management, LLC	8.83K	Jun 30, 26	+8.83K	0.00%
Toroso Investments, LLC	8.77K	Jun 30, 26	+3.83K	0.00%
Convergence Financial, LLC	8.68K	Jun 30, 26	-76	0.00%
Gruss & Co., LLC	8.50K	Jun 30, 26	+8.50K	0.00%
Intrua Financial, LLC	8.36K	Jun 30, 26	+1.76K	0.00%
Corps Capital Advisors, LLC	8.32K	Jun 30, 26	--	0.00%
M&T BANK CORP	8.28K	Jun 30, 26	-264	0.00%
DRW Securities, LLC	8.02K	Jun 30, 26	+3.02K	0.00%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	8.00K	Jun 30, 26	--	0.00%
Quantum Financial Planning Services, Inc.	8.00K	Jun 30, 26	--	0.00%
MOODY NATIONAL BANK TRUST DIVISION	7.55K	Jun 30, 26	--	0.00%
CLEAR STREET MARKETS LLC	7.50K	Jun 30, 26	+7.50K	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.39K	Jun 30, 26	-96.26K	0.00%
Savant Capital, LLC	7.35K	Jun 30, 26	+7.35K	0.00%
PDS Planning, Inc	7.20K	Jun 30, 26	+7.20K	0.00%
Sequoia Financial Advisors, LLC	7.17K	Jun 30, 26	--	0.00%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	7.13K	Jun 30, 26	--	0.00%
Outlook Wealth Advisors, LLC	7.06K	Jun 30, 26	-15	0.00%
Nicholas Hoffman & Company, LLC.	7.00K	Jun 30, 26	+1.00K	0.00%
Virtu Financial LLC	6.88K	Jun 30, 26	-36.75K	0.00%
BROWN BROTHERS HARRIMAN & CO	6.82K	Jun 30, 26	+1.00K	0.00%
Magnus Financial Group LLC	6.65K	Jun 30, 26	+834	0.00%
FIFTH THIRD BANCORP	6.62K	Jun 30, 26	+189	0.00%
Venture Visionary Partners LLC	6.50K	Jun 30, 26	+200	0.00%
LAIRD NORTON TRUST COMPANY, LLC	6.45K	Jun 30, 26	--	0.00%
Naviter Wealth, LLC	6.40K	Jun 30, 26	--	0.00%
Curated Wealth Partners LLC	6.40K	Jun 30, 26	--	0.00%
Hickory Point Bank & Trust	6.35K	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	6.34K	Jun 30, 26	--	0.00%
DONALDSON CAPITAL MANAGEMENT, LLC	6.34K	Jun 30, 26	+6.34K	0.00%
Arista Wealth Management, LLC	6.30K	Jun 30, 26	--	0.00%
AMERIPRISE FINANCIAL INC	6.23K	Jun 30, 26	+606	0.00%
Highlander Partners, L.P.	6.10K	Jun 30, 26	--	0.00%
BRADLEY FOSTER & SARGENT INC/CT	5.99K	Jun 30, 26	--	0.00%
AE Wealth Management LLC	5.92K	Jun 30, 26	+64	0.00%
Pasadena Private Wealth, LLC	5.81K	Jun 30, 26	-300	0.00%
Sage Capital Management, LLC	5.71K	Jun 30, 26	--	0.00%
Barnett & Company, Inc.	5.70K	Jun 30, 26	--	0.00%
First Trust Capital Management L.P.	5.62K	Jun 30, 26	+380	0.00%
CAPITAL ADVISORS INC/OK	5.60K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	5.60K	Jun 30, 26	-62	0.00%
Investor's Fiduciary Advisor Network, LLC	5.50K	Jun 30, 26	--	0.00%
MATTERN CAPITAL MANAGEMENT, LLC	5.47K	Jun 30, 26	--	0.00%
Brookstone Capital Management	5.46K	Jun 30, 26	-7.34K	0.00%
W.H. Cornerstone Investments Inc.	5.45K	Jun 30, 26	+5.45K	0.00%
TABLEAUX LLC	5.44K	Jun 30, 26	-950	0.00%
Archford Capital Strategies, LLC	5.40K	Jun 30, 26	--	0.00%
AMERICAN CENTURY COMPANIES INC	5.33K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	5.27K	Jun 30, 26	+5.27K	0.00%
Summit Financial Wealth Advisors, LLC	5.21K	Jun 30, 26	--	0.00%
Arrow Investment Advisors, LLC	5.08K	Jun 30, 26	+5.08K	0.00%
Amplify Investments, LLC	5.04K	Jun 30, 26	+756	0.00%
BALDWIN BROTHERS LLC/MA	5.00K	Jun 30, 26	--	0.00%
Resonant Capital Advisors, LLC	5.00K	Jun 30, 26	--	0.00%
WESPAC Advisors, LLC	4.89K	Jun 30, 26	--	0.00%
SCS Capital Management LLC	4.88K	Jun 30, 26	--	0.00%
Pavion Blue Capital, LLC	4.88K	Jun 30, 26	--	0.00%
Atria Investments, Inc	4.78K	Jun 30, 26	+4.78K	0.00%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	4.78K	Jun 30, 26	+4.78K	0.00%
Wealth Alliance Advisory Group, LLC	4.75K	Jun 30, 26	+4.75K	0.00%
Advisor Resource Council	4.70K	Jun 30, 26	-361	0.00%
AMERICAN NATIONAL BANK	4.69K	Jun 30, 26	--	0.00%
Arkadios Wealth Advisors	4.67K	Jun 30, 26	+4.67K	0.00%
J.W. COLE ADVISORS, INC.	4.62K	Jun 30, 26	+4.62K	0.00%
ENZI WEALTH	4.58K	Jun 30, 26	+4.58K	0.00%
McElhenny Sheffield Capital Management, LLC	4.58K	Jun 30, 26	+4.58K	0.00%
Virtus Investment Advisers, Inc.	4.54K	Jun 30, 26	+47	0.00%
Atlantic Union Bankshares Corp	4.53K	Jun 30, 26	+4.53K	0.00%
CENTRAL TRUST Co	4.21K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	4.04K	Jun 30, 26	-151	0.00%
Geneos Wealth Management Inc.	3.59K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	3.34K	Jun 30, 26	-100	0.00%
IFP Advisors, Inc	2.80K	Jun 30, 26	-1.41K	0.00%
HARBOUR INVESTMENTS, INC.	2.41K	Jun 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	2.22K	Jun 30, 26	+43	0.00%
TOTH FINANCIAL ADVISORY CORP	1.83K	Jun 30, 26	+1.24K	0.00%
EverSource Wealth Advisors, LLC	1.80K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.76K	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	1.57K	Jun 30, 26	--	0.00%
BOKF, NA	1.33K	Jun 30, 26	-667	0.00%
SouthState Corp	1.25K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	1.16K	Jun 30, 26	+367	0.00%
HM PAYSON & CO	1.12K	Jun 30, 26	-150	0.00%
Elequin Securities, LLC	1.04K	Jun 30, 26	+198	0.00%
CARY STREET PARTNERS FINANCIAL LLC	1.02K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.01K	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	1.00K	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	959	Jun 30, 26	+959	0.00%
Allworth Financial LP	954	Jun 30, 26	-86	0.00%
Continuum Advisory, LLC	945	Jun 30, 26	+945	0.00%
MATHER GROUP, LLC.	910	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	832	Jun 30, 26	+13	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	814	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	808	Jun 30, 26	-168	0.00%
VESTOR CAPITAL, LLC	807	Jun 30, 26	+807	0.00%
NBC SECURITIES, INC.	798	Jun 30, 26	-75	0.00%
ROTHSCHILD INVESTMENT LLC	793	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	700	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	693	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	670	Jun 30, 26	+181	0.00%
Westside Investment Management, Inc.	647	Jun 30, 26	--	0.00%
Founders Capital Management	600	Jun 30, 26	+200	0.00%
Avion Wealth	600	Jun 30, 26	--	0.00%
Truvestments Capital LLC	585	Jun 30, 26	--	0.00%
Capital Analysts, LLC	578	Jun 30, 26	+12	0.00%
Russell Investments Group, Ltd.	478	Jun 30, 26	+164	0.00%
Axiom Investment Management LLC	450	Jun 30, 26	--	0.00%
State of Alaska, Department of Revenue	447	Jun 30, 26	--	0.00%
ASSETMARK, INC	422	Jun 30, 26	+27	0.00%
Princeton Global Asset Management LLC	400	Jun 30, 26	--	0.00%
Heritage Wealth Advisors	375	Jun 30, 26	+375	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	358	Jun 30, 26	--	0.00%
GAMMA Investing LLC	351	Jun 30, 26	-33	0.00%
MCDONALD PARTNERS LLC	313	Jun 30, 26	+313	0.00%
HANTZ FINANCIAL SERVICES, INC.	295	Jun 30, 26	+295	0.00%
Asset Dedication, LLC	280	Jun 30, 26	+80	0.00%
WHITTIER TRUST CO OF NEVADA INC	248	Jun 30, 26	-30.54K	0.00%
Vermillion Wealth Management, Inc.	246	Jun 30, 26	--	0.00%
Osbon Capital Management LLC	218	Jun 30, 26	+218	0.00%
TD Waterhouse Canada Inc.	200	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	176	Jun 30, 26	-271	0.00%
HHM Wealth Advisors, LLC	150	Jun 30, 26	+150	0.00%
Bogart Wealth, LLC	150	Jun 30, 26	-105	0.00%
Optiver Holding B.V.	147	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	130	Jun 30, 26	--	0.00%
West Financial Advisors, LLC	119	Jun 30, 26	+2	0.00%
Abound Wealth Management	118	Jun 30, 26	--	0.00%
Providence Capital Advisors, LLC	109	Jun 30, 26	+109	0.00%
BESSEMER GROUP INC	65	Jun 30, 26	--	0.00%
Luminist Capital LLC	61	Jun 30, 26	+61	0.00%
Capital Advisors, Ltd. LLC	47	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	36	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	30	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	14	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	12	Jun 30, 26	-172	0.00%
Westend Capital Management, LLC	2	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-1.17K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-241	--
Pacific Center for Financial Services	--	Jun 30, 26	-300	--
BASSO CAPITAL MANAGEMENT, L.P.	--	Jun 30, 26	-42.15K	--
Keeler THomas Management LLC	--	Jun 30, 26	-52.45K	--
Signature Resources Capital Management, LLC	--	Jun 30, 26	-1	--
BERKLEY W R CORP	--	Jun 30, 26	-1.27M	--
SANDERS MORRIS HARRIS LLC	--	Jun 30, 26	-6.70K	--
EQUITEC PROPRIETARY MARKETS, LLC	--	Jun 30, 26	-14.70K	--
Strategic Investment Solutions, Inc. /IL	--	Jun 30, 26	-20	--
State of Wyoming	--	Jun 30, 26	-1.72K	--
Regal Investment Advisors LLC	--	Jun 30, 26	-4.95K	--
Pacer Advisors, Inc.	--	Jun 30, 26	-42.87K	--
Fortitude Family Office, LLC	--	Jun 30, 26	-1.37K	--
United Community Bank	--	Jun 30, 26	-1.15K	--
Western Wealth Management, LLC	--	Jun 30, 26	-269	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-5.43K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-906	--
TORTOISE CAPITAL ADVISORS, L.L.C.	8.78M	Mar 31, 26	+240.45K	2.12%
BANK OF AMERICA CORP /DE/	1.13M	Mar 31, 26	-1.11M	0.27%
Empowered Funds, LLC	472.99K	Mar 31, 26	+236.22K	0.11%
Empirical Finance, LLC	442.19K	Mar 31, 26	+205.42K	0.11%
Advisors Asset Management, Inc.	242.46K	Mar 31, 26	+7.34K	0.06%
U.S. Capital Wealth Advisors, LLC	140.47K	Mar 31, 26	+6.47K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	103.65K	Mar 31, 26	+103.65K	0.03%
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE	100.00K	Mar 31, 26	+100.00K	0.02%
Parkside Financial Bank & Trust	65.44K	Mar 31, 26	--	0.02%
Beacon Pointe Advisors, LLC	37.08K	Mar 31, 26	+940	0.01%
CWM, LLC	22.21K	Mar 31, 26	-2	0.01%
Evanson Asset Management, LLC	18.08K	Mar 31, 26	+18.08K	0.00%
FAYEZ SAROFIM & CO	14.70K	Mar 31, 26	--	0.00%
JOURNEY STRATEGIC WEALTH LLC	13.30K	Mar 31, 26	--	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	12.66K	Mar 31, 26	--	0.00%
Fulcrum Asset Management LLP	7.93K	Mar 31, 26	--	0.00%
LAIRD NORTON TRUST COMPANY, LLC	6.45K	Mar 31, 26	--	0.00%
BRADLEY FOSTER & SARGENT INC/CT	5.99K	Mar 31, 26	--	0.00%
Kingsview Wealth Management, LLC	5.91K	Mar 31, 26	+51	0.00%
AMERIPRISE FINANCIAL INC	5.62K	Mar 31, 26	-8.53K	0.00%
Jaffetilchin Investment Partners, LLC	5.55K	Mar 31, 26	+112	0.00%
QUADRANT CAPITAL GROUP LLC	5.43K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	3.80K	Mar 31, 26	+3.80K	0.00%
JONES FINANCIAL COMPANIES LLLP	3.44K	Mar 31, 26	+1.65K	0.00%
McIlrath & Eck, LLC	2.32K	Mar 31, 26	-106	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	241	Mar 31, 26	+241	0.00%
Jefferies Financial Group Inc.	--	Mar 31, 26	-138.11K	--
DV Trading LLC	--	Mar 31, 26	-400	--
CIBC Private Wealth Group, LLC	808.49K	Dec 31, 25	-578	0.20%
Militia Capital Partners, LP	200.00K	Dec 31, 25	--	0.05%
Alpha Cubed Investments, LLC	5.65K	Dec 31, 25	+109	0.00%
COMERICA BANK	5.61K	Dec 31, 25	+480	0.00%
PERRITT CAPITAL MANAGEMENT INC	--	Dec 31, 25	-109	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-743	--
Glenmede Investment Management, LP	85.48K	Sep 30, 25	+1.77K	0.02%
Sonora Investment Management Group, LLC	10.00K	Sep 30, 25	+1.50K	0.00%
WOLVERINE TRADING, LLC	8.20K	Sep 30, 25	+8.20K	0.00%
WETHERBY ASSET MANAGEMENT INC	7.45K	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-9.10K	--
NBW CAPITAL LLC	311.12K	Jun 30, 25	-1.08K	0.08%
Wambolt & Associates, LLC	22.21K	Jun 30, 25	--	0.01%
AVANTAX ADVISORY SERVICES, INC.	6.72K	Jun 30, 25	-59	0.00%
Iron Horse Wealth Management, LLC	1.50K	Jun 30, 25	+1.50K	0.00%
First Horizon Advisors, Inc.	347	Jun 30, 25	-134	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	343	Jun 30, 25	+343	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-8.56K	--
Lindbrook Capital, LLC	10.62K	Mar 31, 25	-17.76K	0.00%
Nuveen Asset Management, LLC	7.14K	Dec 31, 24	-307	0.00%
RE Dickinson Investment Advisors, LLC	2.17K	Dec 31, 24	+388	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-275	--
Raymond James Financial Services Advisors, Inc.	401.15K	Sep 30, 24	+1.93K	0.10%
RAYMOND JAMES & ASSOCIATES	76.65K	Sep 30, 24	-27.23K	0.02%
PEAK6 Investments LLC	17.34K	Sep 30, 24	+17.34K	0.00%
FinTrust Capital Advisors, LLC	1.02K	Sep 30, 24	+1.02K	0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC	31	Sep 30, 24	+31	0.00%
BlackRock Inc.	65.49K	Jun 30, 24	--	0.02%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	64.27K	Jun 30, 24	+1.79K	0.02%
Relative Value Partners Group, LLC	6.37K	Jun 30, 24	+6.37K	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	5.27K	Jun 30, 24	+5.27K	0.00%
Tortoise Index Solutions, LLC	196.78K	Mar 31, 24	-54.09K	0.05%
Ziegler Capital Management, LLC	10.34K	Mar 31, 24	--	0.00%
FirstPurpose Wealth LLC	9.98K	Mar 31, 24	--	0.00%
Cetera Advisor Networks LLC	6.23K	Mar 31, 24	+6.23K	0.00%
Retirement Group, LLC	1.59K	Mar 31, 24	+456	0.00%
Cutler Group LLC / CA	1.58K	Mar 31, 24	+1.19K	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	36.27K	Sep 30, 23	-13.92K	0.01%
PATHSTONE FAMILY OFFICE, LLC	29.26K	Sep 30, 23	+7.15K	0.01%
Icon Wealth Partners, LLC	10.60K	Sep 30, 23	+345	0.00%
First Capital Advisors Group, LLC.	4.14K	Jun 30, 23	+4.14K	0.00%
Cowen Prime Advisors LLC	3.81K	Jun 30, 23	--	0.00%
Avalon Investment & Advisory	19.66K	Mar 31, 23	+7.14K	0.00%
HighTower Trust Company, N.A.	15.68K	Mar 31, 23	+7.75K	0.00%
Salient Capital Advisors, LLC	2.03M	Sep 30, 22	-209.04K	0.49%
American Portfolios Advisors	2.57K	Sep 30, 22	-1.70K	0.00%
FourThought Financial, LLC	1.52K	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	39.75K	Jun 30, 22	+39.75K	0.01%
Fieldpoint Private Securities, LLC	1.34K	Jun 30, 22	+35	0.00%
BREWIN DOLPHIN LTD	849	Jun 30, 22	--	0.00%
American National Registered Investment Advisor, Inc.	9.15K	Mar 31, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	--	Mar 31, 22	-76.84K	--
Homrich & Berg	13.38K	Sep 30, 21	+47	0.00%
Berman Capital Advisors, LLC	2.32K	Sep 30, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	--	Sep 30, 21	-10.00K	--
USCA RIA LLC	12.96K	Jun 30, 21	--	0.00%
Cowen Prime Services LLC	3.81K	Jun 30, 21	--	0.00%
LUCAS CAPITAL MANAGEMENT	25.52K	Dec 31, 20	-11.87K	0.01%
FRONTIER INVESTMENT MGMT CO	25.86K	Jun 30, 20	+1.86K	0.01%
Leap Investments LP	--	Jun 30, 20	-50.20K	--
Harvest Fund Advisors LLC	3.63M	Mar 31, 20	-4.56M	0.88%
Brookfield Public Securities Group LLC	3.66K	Mar 31, 20	-2.83M	0.00%
BP CAPITAL FUND ADVISORS, LLC	19.50K	Dec 31, 19	-17.50K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	19.29K	Dec 31, 19	+15.36K	0.00%
Highstreet Asset Management Inc.	12.99K	Dec 31, 19	+12.99K	0.00%
Advisor Group, Inc.	1.65K	Dec 31, 19	-333	0.00%
CQS Cayman LP	38.00K	Sep 30, 19	-48.00K	0.01%
BB&T SECURITIES, LLC	--	Sep 30, 19	-8.57K	--
WILLIAMS JONES & ASSOCIATES LLC	34.68K	Jun 30, 19	-7.56K	0.01%
OppenheimerFunds, Inc.	7.52M	Mar 31, 19	+7.52M	1.82%
BKS ADVISORS, LLC	12.20K	Mar 31, 19	+12.20K	0.00%
NEXT Financial Holdings	763	Mar 31, 19	+763	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

ALPS ADVISORS INC

36.63M

Jun 30, 26

-2.01M

8.87%

Invesco Ltd.

24.12M

Jun 30, 26

+74.73K

5.84%

MORGAN STANLEY

21.23M

Jun 30, 26

+16.68M

5.14%

Blackstone Inc.

10.37M

Jun 30, 26

+1.61M

2.51%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

8.64M

Jun 30, 26

-232.25K

2.09%

GOLDMAN SACHS GROUP INC

8.53M

Jun 30, 26

-230.95K

2.06%

TORTOISE CAPITAL ADVISORS, L.L.C.

6.51M

Jun 30, 26

-2.27M

1.57%

Neuberger Berman Group LLC

6.19M

Jun 30, 26

-93.34K

1.50%

CHICKASAW CAPITAL MANAGEMENT LLC

5.51M

Jun 30, 26

-69.37K

1.33%

KAYNE ANDERSON CAPITAL ADVISORS LP

3.93M

Jun 30, 26

+10.11K

0.95%

UBS Group AG

3.57M

Jun 30, 26

-154.76K

0.86%

Clearbridge Investments, LLC

2.71M

Jun 30, 26

+87.40K

0.66%

WESTWOOD HOLDINGS GROUP INC

2.18M

Jun 30, 26

+40.26K

0.53%

BNP PARIBAS ARBITRAGE, SNC

1.99M

Jun 30, 26

-114.27K

0.48%

MILLER HOWARD INVESTMENTS INC /NY

1.65M

Jun 30, 26

+63.97K

0.40%

ING GROEP NV

1.59M

Jun 30, 26

0.38%

Fractal Investments LLC

1.52M

Jun 30, 26

-53.16K

0.37%

BANK OF AMERICA CORP /DE/

1.37M

Jun 30, 26

+238.32K

0.33%

BARCLAYS PLC

1.34M

Jun 30, 26

+274.14K

0.32%

CUSHING ASSET MANAGEMENT, LP

1.26M

Jun 30, 26

-417.00K

0.30%

INFRASTRUCTURE CAPITAL ADVISORS, LLC

1.22M

Jun 30, 26

-17.70K

0.29%

Recurrent Investment Advisors LLC

1.13M

Jun 30, 26

-1.47K

0.27%

EAGLE GLOBAL ADVISORS LLC

1.04M

Jun 30, 26

-22.50K

0.25%

JPMORGAN CHASE & CO

980.56K

Jun 30, 26

-509.94K

0.24%

STIFEL FINANCIAL CORP

975.98K

Jun 30, 26

-7.97K

0.24%

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

914.52K

Jun 30, 26

0.22%

WELLS FARGO & COMPANY/MN

862.25K

Jun 30, 26

+23.70K

0.21%

FIRST TRUST ADVISORS LP

757.17K

Jun 30, 26

-145.41K

0.18%

HRT FINANCIAL LP

747.94K

Jun 30, 26

+344.62K

0.18%

BROOKFIELD Corp /ON/

731.38K

Jun 30, 26

+60.37K

0.18%

NATIXIS

657.60K

Jun 30, 26

-11.50K

0.16%

Texas Yale Capital Corp.

638.10K

Jun 30, 26

+5.28K

0.15%

RAYMOND JAMES FINANCIAL INC

566.17K

Jun 30, 26

+10.44K

0.14%

Allianz Asset Management GmbH

443.49K

Jun 30, 26

0.11%

Catalyst Capital Advisors LLC

406.91K

Jun 30, 26

+5.10K

0.10%

TERRIL BROTHERS, INC.

402.97K

Jun 30, 26

-2.22K

0.10%

Adams Asset Advisors, LLC

374.82K

Jun 30, 26

+32.72K

0.09%

RR Advisors, LLC

356.12K

Jun 30, 26

+171.81K

0.09%

Empirical Finance, LLC

330.02K

Jun 30, 26

-112.17K

0.08%

LPL Financial LLC

325.66K

Jun 30, 26

+25.73K

0.08%

JENNISON ASSOCIATES LLC

313.37K

Jun 30, 26

-6.05K

0.08%

CITADEL ADVISORS LLC

304.27K

Jun 30, 26

+304.27K

0.07%

Knollwood Investment Advisory, LLC

301.03K

Jun 30, 26

0.07%

Susquehanna Portfolio Strategies, LLC

287.82K

Jun 30, 26

-780

0.07%

Sovereign Investment Advisors, LLC

274.48K

Jun 30, 26

0.07%

Slotnik Capital, LLC

262.61K

Jun 30, 26

0.06%

Waverly Advisors, LLC

250.87K

Jun 30, 26

-2.45K

0.06%

VICTORY CAPITAL MANAGEMENT INC

249.58K

Jun 30, 26

0.06%

Advisors Asset Management, Inc.

232.84K

Jun 30, 26

-9.62K

0.06%

EXCHANGE TRADED CONCEPTS, LLC

224.45K

Jun 30, 26

-45.20K

0.05%

Maryland State Retirement & Pension System

216.25K

Jun 30, 26

-1.42K

0.05%

STEPHENS INC /AR/

215.07K

Jun 30, 26

+9.61K

0.05%

ROYAL BANK OF CANADA

207.13K

Jun 30, 26

-33.96K

0.05%

Heronetta Management, L.P.

206.36K

Jun 30, 26

0.05%

SRS Capital Advisors, Inc.

203.00K

Jun 30, 26

+201.10K

0.05%

CITIGROUP INC

175.60K

Jun 30, 26

+12.98K

0.04%

Ellsworth Advisors, LLC

172.43K

Jun 30, 26

+6.12K

0.04%

HORIZON KINETICS ASSET MANAGEMENT LLC

172.23K

Jun 30, 26

+2.48K

0.04%

Americana Partners, LLC

161.25K

Jun 30, 26

-814

0.04%

EVERGREEN CAPITAL MANAGEMENT LLC

155.87K

Jun 30, 26

-2.30K

0.04%

Sanctuary Advisors, LLC

144.25K

Jun 30, 26

+192

0.03%

BANK OF MONTREAL /CAN/

139.45K

Jun 30, 26

+139.45K

0.03%

Mariner, LLC

137.04K

Jun 30, 26

+7.67K

0.03%

Treasurer of the State of North Carolina

135.03K

Jun 30, 26

+135.03K

0.03%

Rockefeller Capital Management L.P.

134.12K

Jun 30, 26

+319

0.03%

CIBC WORLD MARKET INC.

132.70K

Jun 30, 26

-24.50K

0.03%

Cresset Asset Management, LLC

131.84K

Jun 30, 26

+1.86K

0.03%

ENVESTNET ASSET MANAGEMENT INC

110.56K

Jun 30, 26

-152

0.03%

HENNESSY ADVISORS INC

110.26K

Jun 30, 26

0.03%

Lavaca Capital LLC

108.00K

Jun 30, 26

0.03%

Cetera Investment Advisers

99.43K

Jun 30, 26

-4.86K

0.02%

HighTower Advisors, LLC

98.29K

Jun 30, 26

+12.25K

0.02%

Summit Financial, LLC

94.58K

Jun 30, 26

+277

0.02%

GLENMEDE TRUST CO NA

85.48K

Jun 30, 26

0.02%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

85.15K

Jun 30, 26

-6.50K

0.02%

Pathstone Holdings, LLC

83.08K

Jun 30, 26

0.02%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

78.82K

Jun 30, 26

0.02%

D.A. DAVIDSON & CO.

74.34K

Jun 30, 26

+1.89K

0.02%

MAI Capital Management

73.59K

Jun 30, 26

+25.92K

0.02%

Pekin Hardy Strauss, Inc.

73.16K

Jun 30, 26

0.02%

NewEdge Advisors, LLC

71.98K

Jun 30, 26

+5.39K

0.02%

GraniteShares Advisors LLC

70.44K

Jun 30, 26

+9.22K

0.02%

Hartree Partners, LP

66.00K

Jun 30, 26

+66.00K

0.02%

BlackRock, Inc.

65.66K

Jun 30, 26

-1

0.02%

VAN ECK ASSOCIATES CORP

63.19K

Jun 30, 26

-14.11K

0.02%

Kestra Advisory Services, LLC

61.45K

Jun 30, 26

+9.16K

0.01%

DIVIDEND ASSETS CAPITAL, LLC

59.49K

Jun 30, 26

-4.86K

0.01%

TCG Advisory Services, LLC

59.22K

Jun 30, 26

-1.34K

0.01%

TRUIST FINANCIAL CORP

55.37K

Jun 30, 26

+7.88K

0.01%

Cambridge Investment Research Advisors, Inc.

54.84K

Jun 30, 26

-3.20K

0.01%

CAPTRUST FINANCIAL ADVISORS

54.49K

Jun 30, 26

+1.27K

0.01%

HUNTINGTON NATIONAL BANK

50.00K

Jun 30, 26

0.01%

CFM WEALTH PARTNERS LLC

49.88K

Jun 30, 26

0.01%

ELCO Management Co., LLC

49.44K

Jun 30, 26

-712

0.01%

WEXFORD CAPITAL LP

48.53K

Jun 30, 26

0.01%

SageGuard Financial Group, LLC

44.48K

Jun 30, 26

+133

0.01%

JANE STREET GROUP, LLC

44.07K

Jun 30, 26

+44.07K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

43.66K

Jun 30, 26

0.01%

Cartesian Growth Corp

42.80K

Jun 30, 26

+30.00K

0.01%

Quantinno Capital Management LP

42.16K

Jun 30, 26

+33.06K

0.01%

ADVISOR GROUP HOLDINGS, INC.

41.63K

Jun 30, 26

+10.88K

0.01%

GUGGENHEIM CAPITAL LLC

39.91K

Jun 30, 26

+859

0.01%

AlphaCore Capital LLC

39.55K

Jun 30, 26

0.01%

FMR LLC

39.24K

Jun 30, 26

+200

0.01%

Creative Planning

38.68K

Jun 30, 26

-8.68K

0.01%

Samalin Investment Counsel, LLC

38.56K

Jun 30, 26

+794

0.01%

NORTHERN TRUST CORP

38.49K

Jun 30, 26

-2.67K

0.01%

CHILTON CAPITAL MANAGEMENT LLC

36.92K

Jun 30, 26

-3.55K

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

36.30K

Jun 30, 26

+259

0.01%

Requisite Capital Management, LLC

36.05K

Jun 30, 26

0.01%

IFG Advisory, LLC

36.04K

Jun 30, 26

+1.47K

0.01%

ALBERT D MASON INC

35.67K

Jun 30, 26

+277

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

35.29K

Jun 30, 26

+7.89K

0.01%

Cedar Wealth Management, LLC

34.54K

Jun 30, 26

+6.84K

0.01%

Turtle Creek Wealth Advisors, LLC

34.40K

Jun 30, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

34.39K

Jun 30, 26

-1.34K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

33.18K

Jun 30, 26

0.01%

IEQ CAPITAL, LLC

32.25K

Jun 30, 26

+642

0.01%

DAYMARK WEALTH PARTNERS, LLC

31.95K

Jun 30, 26

-17.09K

0.01%

Cerity Partners LLC

31.21K

Jun 30, 26

-112

0.01%

US BANCORP \DE\

30.71K

Jun 30, 26

0.01%

NewEdge Wealth, LLC

29.50K

Jun 30, 26

+6.05K

0.01%

PFG Investments, LLC

29.20K

Jun 30, 26

-2.91K

0.01%

SILVERCREST ASSET MANAGEMENT GROUP LLC

28.97K

Jun 30, 26

-1.19K

0.01%

BWM Planning, LLC

28.32K

Jun 30, 26

0.01%

BluePath Capital Management, LLC

28.09K

Jun 30, 26

+28

0.01%

RMB Capital Management, LLC

27.94K

Jun 30, 26

0.01%

Chicago Partners Investment Group LLC

27.70K

Jun 30, 26

+5.69K

0.01%

Moors & Cabot, Inc.

26.58K

Jun 30, 26

+293

0.01%

Apollon Wealth Management, LLC

26.34K

Jun 30, 26

-3.91K

0.01%

AMERICAN FINANCIAL GROUP INC

25.50K

Jun 30, 26

0.01%

Abel Hall, LLC

25.19K

Jun 30, 26

0.01%

Summit Trail Advisors, LLC

25.14K

Jun 30, 26

+21

0.01%

Fidelis Capital Partners, LLC

25.02K

Jun 30, 26

-11.00K

0.01%

JBF Capital, Inc.

25.00K

Jun 30, 26

0.01%

ARDSLEY ADVISORY PARTNERS LP

25.00K

Jun 30, 26

+25.00K

0.01%

Advisory Services Network, LLC

24.50K

Jun 30, 26

-491

0.01%

Jump Financial, LLC

24.31K

Jun 30, 26

-270.44K

0.01%

SL ADVISORS, LLC

23.47K

Jun 30, 26

-136

0.01%

Janney Montgomery Scott LLC

23.05K

Jun 30, 26

+23.05K

0.01%

Steward Partners Investment Advisory, LLC

22.00K

Jun 30, 26

+9.25K

0.01%

Autumn Glory Partners, LLC

22.00K

Jun 30, 26

-9.00K

0.01%

Kercheville Advisors, LLC

22.00K

Jun 30, 26

+2.70K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

21.81K

Jun 30, 26

-8.02K

0.01%

CVFG LLC

21.63K

Jun 30, 26

-100

0.01%

GFS Advisors, LLC

21.20K

Jun 30, 26

+21.20K

0.01%

ProShare Advisors LLC

21.08K

Jun 30, 26

+1.02K

0.01%

Plan Group Financial, LLC

20.35K

Jun 30, 26

+2.22K

0.00%

Mutual Advisors, LLC

20.25K

Jun 30, 26

+218

0.00%

SIMPLEX TRADING, LLC

19.32K

Jun 30, 26

-7.78K

0.00%

Concurrent Investment Advisors, LLC

19.12K

Jun 30, 26

+1.71K

0.00%

NAVELLIER & ASSOCIATES INC

18.11K

Jun 30, 26

+7.49K

0.00%

Bramshill Investments, LLC

18.04K

Jun 30, 26

+192

0.00%

Snowden Capital Advisors LLC

17.44K

Jun 30, 26

-347

0.00%

GSA CAPITAL PARTNERS LLP

17.43K

Jun 30, 26

-33.20K

0.00%

SIMON QUICK ADVISORS, LLC

17.40K

Jun 30, 26

0.00%

Stratos Wealth Partners, LTD.

17.09K

Jun 30, 26

+3.34K

0.00%

VestGen Advisors, LLC

16.98K

Jun 30, 26

+367

0.00%

Cornerstone Management, Inc.

16.73K

Jun 30, 26

0.00%

Rockwood Wealth Management, LLC

16.71K

Jun 30, 26

0.00%

Caprock Group, LLC

16.36K

Jun 30, 26

+86

0.00%

BLAIR WILLIAM & CO/IL

16.34K

Jun 30, 26

+6.65K

0.00%

Diversified Trust Co

16.25K

Jun 30, 26

0.00%

Kovack Advisors, Inc.

16.25K

Jun 30, 26

-6.96K

0.00%

Bollard Group LLC

16.22K

Jun 30, 26

0.00%

Lido Advisors, LLC

16.09K

Jun 30, 26

+205

0.00%

ACADIAN ASSET MANAGEMENT LLC

15.93K

Jun 30, 26

+15.93K

0.00%

Penbrook Management LLC

15.90K

Jun 30, 26

0.00%

NOVEM GROUP

15.84K

Jun 30, 26

+300

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

15.48K

Jun 30, 26

-1.06K

0.00%

Colony Group, LLC

15.34K

Jun 30, 26

-6.36K

0.00%

Ulland Investment Advisors, LLC

14.65K

Jun 30, 26

+2.65K

0.00%

Icon Wealth Advisors, LLC

14.35K

Jun 30, 26

+199

0.00%

Oxinas Partners Wealth Management LLC

13.76K

Jun 30, 26

0.00%

CI Private Wealth, LLC

13.74K

Jun 30, 26

-8.53K

0.00%

Bank of New York Mellon Corp

13.39K

Jun 30, 26

+10

0.00%

CASTLEARK MANAGEMENT LLC

13.39K

Jun 30, 26

0.00%

HOURGLASS CAPITAL, LLC

13.31K

Jun 30, 26

0.00%

Kaizen Financial Strategies

13.21K

Jun 30, 26

+640

0.00%

MGO ONE SEVEN LLC

12.92K

Jun 30, 26

+1.67K

0.00%

Westover Capital Advisors, LLC

12.70K

Jun 30, 26

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

12.30K

Jun 30, 26

-363

0.00%

Linscomb & Williams, Inc.

12.07K

Jun 30, 26

-7.66K

0.00%

Global Retirement Partners, LLC

12.03K

Jun 30, 26

+12.03K

0.00%

DIMENSIONAL FUND ADVISORS LP

11.82K

Jun 30, 26

-144

0.00%

South Street Advisors LLC

11.66K

Jun 30, 26

+3.02K

0.00%

Prospera Financial Services Inc

11.42K

Jun 30, 26

+355

0.00%

Fiduciary Group LLC

11.42K

Jun 30, 26

+1.00K

0.00%

HOWARD FINANCIAL SERVICES, LTD.

11.40K

Jun 30, 26

+222

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

11.04K

Jun 30, 26

+361

0.00%

Avidian Wealth Solutions, LLC

10.95K

Jun 30, 26

+10.95K

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.76K

Jun 30, 26

-8.74K

0.00%

WHALEROCK POINT PARTNERS, LLC

10.60K

Jun 30, 26

+10.60K

0.00%

F/M Investments LLC

10.34K

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

10.10K

Jun 30, 26

+3.90K

0.00%

SCHULHOFF & CO INC

10.10K

Jun 30, 26

0.00%

Belfer Management LLC

10.08K

Jun 30, 26

-2.02K

0.00%

Hardy Reed LLC

10.05K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

10.00K

Jun 30, 26

+10.00K

0.00%

Private Advisor Group, LLC

9.90K

Jun 30, 26

+422

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

9.70K

Jun 30, 26

+825

0.00%

SG Americas Securities, LLC

9.46K

Jun 30, 26

-1.76K

0.00%

CHOREO, LLC

9.39K

Jun 30, 26

-487

0.00%

COMMERCE BANK

9.37K

Jun 30, 26

+9.37K

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

9.33K

Jun 30, 26

+952

0.00%

GABELLI FUNDS LLC

9.05K

Jun 30, 26

0.00%

Cascade Financial Partners, LLC

8.93K

Jun 30, 26

0.00%

Cadent Capital Advisors, LLC

8.92K

Jun 30, 26

+74

0.00%

HB Wealth Management, LLC

8.84K

Jun 30, 26

-1.10K

0.00%

IHT Wealth Management, LLC

8.83K

Jun 30, 26

+8.83K

0.00%

Toroso Investments, LLC

8.77K

Jun 30, 26

+3.83K

0.00%

Convergence Financial, LLC

8.68K

Jun 30, 26

-76

0.00%

Gruss & Co., LLC

8.50K

Jun 30, 26

+8.50K

0.00%

Intrua Financial, LLC

8.36K

Jun 30, 26

+1.76K

0.00%

Corps Capital Advisors, LLC

8.32K

Jun 30, 26

0.00%

M&T BANK CORP

8.28K

Jun 30, 26

-264

0.00%

DRW Securities, LLC

8.02K

Jun 30, 26

+3.02K

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

8.00K

Jun 30, 26

0.00%

Quantum Financial Planning Services, Inc.

8.00K

Jun 30, 26

0.00%

MOODY NATIONAL BANK TRUST DIVISION

7.55K

Jun 30, 26

0.00%

CLEAR STREET MARKETS LLC

7.50K

Jun 30, 26

+7.50K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.39K

Jun 30, 26

-96.26K

0.00%

Savant Capital, LLC

7.35K

Jun 30, 26

+7.35K

0.00%

PDS Planning, Inc

7.20K

Jun 30, 26

+7.20K

0.00%

Sequoia Financial Advisors, LLC

7.17K

Jun 30, 26

0.00%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

7.13K

Jun 30, 26

0.00%

Outlook Wealth Advisors, LLC

7.06K

Jun 30, 26

-15

0.00%

Nicholas Hoffman & Company, LLC.

7.00K

Jun 30, 26

+1.00K

0.00%

Virtu Financial LLC

6.88K

Jun 30, 26

-36.75K

0.00%

BROWN BROTHERS HARRIMAN & CO

6.82K

Jun 30, 26

+1.00K

0.00%

Magnus Financial Group LLC

6.65K

Jun 30, 26

+834

0.00%

FIFTH THIRD BANCORP

6.62K

Jun 30, 26

+189

0.00%

Venture Visionary Partners LLC

6.50K

Jun 30, 26

+200

0.00%

LAIRD NORTON TRUST COMPANY, LLC

6.45K

Jun 30, 26

0.00%

Naviter Wealth, LLC

6.40K

Jun 30, 26

0.00%

Curated Wealth Partners LLC

6.40K

Jun 30, 26

0.00%

Hickory Point Bank & Trust

6.35K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

6.34K

Jun 30, 26

0.00%

DONALDSON CAPITAL MANAGEMENT, LLC

6.34K

Jun 30, 26

+6.34K

0.00%

Arista Wealth Management, LLC

6.30K

Jun 30, 26

0.00%

AMERIPRISE FINANCIAL INC

6.23K

Jun 30, 26

+606

0.00%

Highlander Partners, L.P.

6.10K

Jun 30, 26

0.00%

BRADLEY FOSTER & SARGENT INC/CT

5.99K

Jun 30, 26

0.00%

AE Wealth Management LLC

5.92K

Jun 30, 26

+64

0.00%

Pasadena Private Wealth, LLC

5.81K

Jun 30, 26

-300

0.00%

Sage Capital Management, LLC

5.71K

Jun 30, 26

0.00%

Barnett & Company, Inc.

5.70K

Jun 30, 26

0.00%

First Trust Capital Management L.P.

5.62K

Jun 30, 26

+380

0.00%

CAPITAL ADVISORS INC/OK

5.60K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

5.60K

Jun 30, 26

-62

0.00%

Investor's Fiduciary Advisor Network, LLC

5.50K

Jun 30, 26

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

5.47K

Jun 30, 26

0.00%

Brookstone Capital Management

5.46K

Jun 30, 26

-7.34K

0.00%

W.H. Cornerstone Investments Inc.

5.45K

Jun 30, 26

+5.45K

0.00%

TABLEAUX LLC

5.44K

Jun 30, 26

-950

0.00%

Archford Capital Strategies, LLC

5.40K

Jun 30, 26

0.00%

AMERICAN CENTURY COMPANIES INC

5.33K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

5.27K

Jun 30, 26

+5.27K

0.00%

Summit Financial Wealth Advisors, LLC

5.21K

Jun 30, 26

0.00%

Arrow Investment Advisors, LLC

5.08K

Jun 30, 26

+5.08K

0.00%

Amplify Investments, LLC

5.04K

Jun 30, 26

+756

0.00%

BALDWIN BROTHERS LLC/MA

5.00K

Jun 30, 26

0.00%

Resonant Capital Advisors, LLC

5.00K

Jun 30, 26

0.00%

WESPAC Advisors, LLC

4.89K

Jun 30, 26

0.00%

SCS Capital Management LLC

4.88K

Jun 30, 26

0.00%

Pavion Blue Capital, LLC

4.88K

Jun 30, 26

0.00%

Atria Investments, Inc

4.78K

Jun 30, 26

+4.78K

0.00%

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

4.78K

Jun 30, 26

+4.78K

0.00%

Wealth Alliance Advisory Group, LLC

4.75K

Jun 30, 26

+4.75K

0.00%

Advisor Resource Council

4.70K

Jun 30, 26

-361

0.00%

AMERICAN NATIONAL BANK

4.69K

Jun 30, 26

0.00%

Arkadios Wealth Advisors

4.67K

Jun 30, 26

+4.67K

0.00%

J.W. COLE ADVISORS, INC.

4.62K

Jun 30, 26

+4.62K

0.00%

ENZI WEALTH

4.58K

Jun 30, 26

+4.58K

0.00%

McElhenny Sheffield Capital Management, LLC

4.58K

Jun 30, 26

+4.58K

0.00%

Virtus Investment Advisers, Inc.

4.54K

Jun 30, 26

+47

0.00%

Atlantic Union Bankshares Corp

4.53K

Jun 30, 26

+4.53K

0.00%

CENTRAL TRUST Co

4.21K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

4.04K

Jun 30, 26

-151

0.00%

Geneos Wealth Management Inc.

3.59K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

3.34K

Jun 30, 26

-100

0.00%

IFP Advisors, Inc

2.80K

Jun 30, 26

-1.41K

0.00%

HARBOUR INVESTMENTS, INC.

2.41K

Jun 30, 26

0.00%

Cedar Mountain Advisors, LLC

2.22K

Jun 30, 26

+43

0.00%

TOTH FINANCIAL ADVISORY CORP

1.83K

Jun 30, 26

+1.24K

0.00%

EverSource Wealth Advisors, LLC

1.80K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.76K

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

1.57K

Jun 30, 26

0.00%

BOKF, NA

1.33K

Jun 30, 26

-667

0.00%

SouthState Corp

1.25K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.16K

Jun 30, 26

+367

0.00%

HM PAYSON & CO

1.12K

Jun 30, 26

-150

0.00%

Elequin Securities, LLC

1.04K

Jun 30, 26

+198

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.02K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.01K

Jun 30, 26

0.00%

MTM Investment Management, LLC

1.00K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

959

Jun 30, 26

+959

0.00%

Allworth Financial LP

954

Jun 30, 26

-86

0.00%

Continuum Advisory, LLC

945

Jun 30, 26

+945

0.00%

MATHER GROUP, LLC.

910

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

832

Jun 30, 26

+13

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

814

Jun 30, 26

0.00%

WHITTIER TRUST CO

808

Jun 30, 26

-168

0.00%

VESTOR CAPITAL, LLC

807

Jun 30, 26

+807

0.00%

NBC SECURITIES, INC.

798

Jun 30, 26

-75

0.00%

ROTHSCHILD INVESTMENT LLC

793

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

700

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

693

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

670

Jun 30, 26

+181

0.00%

Westside Investment Management, Inc.

647

Jun 30, 26

0.00%

Founders Capital Management

600

Jun 30, 26

+200

0.00%

Avion Wealth

600

Jun 30, 26

0.00%

Truvestments Capital LLC

585

Jun 30, 26

0.00%

Capital Analysts, LLC

578

Jun 30, 26

+12

0.00%

Russell Investments Group, Ltd.

478

Jun 30, 26

+164

0.00%

Axiom Investment Management LLC

450

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

447

Jun 30, 26

0.00%

ASSETMARK, INC

422

Jun 30, 26

+27

0.00%

Princeton Global Asset Management LLC

400

Jun 30, 26

0.00%

Heritage Wealth Advisors

375

Jun 30, 26

+375

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

358

Jun 30, 26

0.00%

GAMMA Investing LLC

351

Jun 30, 26

-33

0.00%

MCDONALD PARTNERS LLC

313

Jun 30, 26

+313

0.00%

HANTZ FINANCIAL SERVICES, INC.

295

Jun 30, 26

+295

0.00%

Asset Dedication, LLC

280

Jun 30, 26

+80

0.00%

WHITTIER TRUST CO OF NEVADA INC

248

Jun 30, 26

-30.54K

0.00%

Vermillion Wealth Management, Inc.

246

Jun 30, 26

0.00%

Osbon Capital Management LLC

218

Jun 30, 26

+218

0.00%

TD Waterhouse Canada Inc.

200

Jun 30, 26

0.00%

FIRST HORIZON CORP

176

Jun 30, 26

-271

0.00%

HHM Wealth Advisors, LLC

150

Jun 30, 26

+150

0.00%

Bogart Wealth, LLC

150

Jun 30, 26

-105

0.00%

Optiver Holding B.V.

147

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

130

Jun 30, 26

0.00%

West Financial Advisors, LLC

119

Jun 30, 26

0.00%

Abound Wealth Management

118

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

109

Jun 30, 26

+109

0.00%

BESSEMER GROUP INC

Jun 30, 26

0.00%

Luminist Capital LLC

Jun 30, 26

+61

0.00%

Capital Advisors, Ltd. LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-172

0.00%

Westend Capital Management, LLC

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-1.17K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-241

Pacific Center for Financial Services

Jun 30, 26

-300

BASSO CAPITAL MANAGEMENT, L.P.

Jun 30, 26

-42.15K

Keeler THomas Management LLC

Jun 30, 26

-52.45K

Signature Resources Capital Management, LLC

Jun 30, 26

-1

BERKLEY W R CORP

Jun 30, 26

-1.27M

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-6.70K

EQUITEC PROPRIETARY MARKETS, LLC

Jun 30, 26

-14.70K

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

-20

State of Wyoming

Jun 30, 26

-1.72K

Regal Investment Advisors LLC

Jun 30, 26

-4.95K

Pacer Advisors, Inc.

Jun 30, 26

-42.87K

Fortitude Family Office, LLC

Jun 30, 26

-1.37K

United Community Bank

Jun 30, 26

-1.15K

Western Wealth Management, LLC

Jun 30, 26

-269

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-5.43K

Global Wealth Strategies & Associates

Jun 30, 26

-906

TORTOISE CAPITAL ADVISORS, L.L.C.

8.78M

Mar 31, 26

+240.45K

2.12%

BANK OF AMERICA CORP /DE/

1.13M

Mar 31, 26

-1.11M

0.27%

Empowered Funds, LLC

472.99K

Mar 31, 26

+236.22K

0.11%

Empirical Finance, LLC

442.19K

Mar 31, 26

+205.42K

0.11%

Advisors Asset Management, Inc.

242.46K

Mar 31, 26

+7.34K

0.06%

U.S. Capital Wealth Advisors, LLC

140.47K

Mar 31, 26

+6.47K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

103.65K

Mar 31, 26

+103.65K

0.03%

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE

100.00K

Mar 31, 26

+100.00K

0.02%

Parkside Financial Bank & Trust

65.44K

Mar 31, 26

0.02%

Beacon Pointe Advisors, LLC

37.08K

Mar 31, 26

+940

0.01%

CWM, LLC

22.21K

Mar 31, 26

-2

0.01%

Evanson Asset Management, LLC

18.08K

Mar 31, 26

+18.08K

0.00%

FAYEZ SAROFIM & CO

14.70K

Mar 31, 26

0.00%

JOURNEY STRATEGIC WEALTH LLC

13.30K

Mar 31, 26

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

12.66K

Mar 31, 26

0.00%

Fulcrum Asset Management LLP

7.93K

Mar 31, 26

0.00%

LAIRD NORTON TRUST COMPANY, LLC

6.45K

Mar 31, 26

0.00%

BRADLEY FOSTER & SARGENT INC/CT

5.99K

Mar 31, 26

0.00%

Kingsview Wealth Management, LLC

5.91K

Mar 31, 26

+51

0.00%

AMERIPRISE FINANCIAL INC

5.62K

Mar 31, 26

-8.53K

0.00%

Jaffetilchin Investment Partners, LLC

5.55K

Mar 31, 26

+112

0.00%

QUADRANT CAPITAL GROUP LLC

5.43K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

3.80K

Mar 31, 26

+3.80K

0.00%

JONES FINANCIAL COMPANIES LLLP

3.44K

Mar 31, 26

+1.65K

0.00%

McIlrath & Eck, LLC

2.32K

Mar 31, 26

-106

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

241

Mar 31, 26

+241

0.00%

Jefferies Financial Group Inc.

Mar 31, 26

-138.11K

DV Trading LLC

Mar 31, 26

-400

CIBC Private Wealth Group, LLC

808.49K

Dec 31, 25

-578

0.20%

Militia Capital Partners, LP

200.00K

Dec 31, 25

0.05%

Alpha Cubed Investments, LLC

5.65K

Dec 31, 25

+109

0.00%

COMERICA BANK

5.61K

Dec 31, 25

+480

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-109

GPS Wealth Strategies Group, LLC

Dec 31, 25

-743

Glenmede Investment Management, LP

85.48K

Sep 30, 25

+1.77K

0.02%

Sonora Investment Management Group, LLC

10.00K

Sep 30, 25

+1.50K

0.00%

WOLVERINE TRADING, LLC

8.20K

Sep 30, 25

+8.20K

0.00%

WETHERBY ASSET MANAGEMENT INC

7.45K

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-9.10K

NBW CAPITAL LLC

311.12K

Jun 30, 25

-1.08K

0.08%

Wambolt & Associates, LLC

22.21K

Jun 30, 25

0.01%

AVANTAX ADVISORY SERVICES, INC.

6.72K

Jun 30, 25

-59

0.00%

Iron Horse Wealth Management, LLC

1.50K

Jun 30, 25

+1.50K

0.00%

First Horizon Advisors, Inc.

347

Jun 30, 25

-134

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

343

Jun 30, 25

+343

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-8.56K

Lindbrook Capital, LLC

10.62K

Mar 31, 25

-17.76K

0.00%

Nuveen Asset Management, LLC

7.14K

Dec 31, 24

-307

0.00%

RE Dickinson Investment Advisors, LLC

2.17K

Dec 31, 24

+388

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-275

Raymond James Financial Services Advisors, Inc.

401.15K

Sep 30, 24

+1.93K

0.10%

RAYMOND JAMES & ASSOCIATES

76.65K

Sep 30, 24

-27.23K

0.02%

PEAK6 Investments LLC

17.34K

Sep 30, 24

+17.34K

0.00%

FinTrust Capital Advisors, LLC

1.02K

Sep 30, 24

+1.02K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

Sep 30, 24

+31

0.00%

BlackRock Inc.

65.49K

Jun 30, 24

0.02%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

64.27K

Jun 30, 24

+1.79K

0.02%

Relative Value Partners Group, LLC

6.37K

Jun 30, 24

+6.37K

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

5.27K

Jun 30, 24

+5.27K

0.00%

Tortoise Index Solutions, LLC

196.78K

Mar 31, 24

-54.09K

0.05%

Ziegler Capital Management, LLC

10.34K

Mar 31, 24

0.00%

FirstPurpose Wealth LLC

9.98K

Mar 31, 24

0.00%

Cetera Advisor Networks LLC

6.23K

Mar 31, 24

+6.23K

0.00%

Retirement Group, LLC

1.59K

Mar 31, 24

+456

0.00%

Cutler Group LLC / CA

1.58K

Mar 31, 24

+1.19K

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

36.27K

Sep 30, 23

-13.92K

0.01%

PATHSTONE FAMILY OFFICE, LLC

29.26K

Sep 30, 23

+7.15K

0.01%

Icon Wealth Partners, LLC

10.60K

Sep 30, 23

+345

0.00%

First Capital Advisors Group, LLC.

4.14K

Jun 30, 23

+4.14K

0.00%

Cowen Prime Advisors LLC

3.81K

Jun 30, 23

0.00%

Avalon Investment & Advisory

19.66K

Mar 31, 23

+7.14K

0.00%

HighTower Trust Company, N.A.

15.68K

Mar 31, 23

+7.75K

0.00%

Salient Capital Advisors, LLC

2.03M

Sep 30, 22

-209.04K

0.49%

American Portfolios Advisors

2.57K

Sep 30, 22

-1.70K

0.00%

FourThought Financial, LLC

1.52K

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

39.75K

Jun 30, 22

+39.75K

0.01%

Fieldpoint Private Securities, LLC

1.34K

Jun 30, 22

+35

0.00%

BREWIN DOLPHIN LTD

849

Jun 30, 22

0.00%

American National Registered Investment Advisor, Inc.

9.15K

Mar 31, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Mar 31, 22

-76.84K

Homrich & Berg

13.38K

Sep 30, 21

+47

0.00%

Berman Capital Advisors, LLC

2.32K

Sep 30, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

Sep 30, 21

-10.00K

USCA RIA LLC

12.96K

Jun 30, 21

0.00%

Cowen Prime Services LLC

3.81K

Jun 30, 21

0.00%

LUCAS CAPITAL MANAGEMENT

25.52K

Dec 31, 20

-11.87K

0.01%

FRONTIER INVESTMENT MGMT CO

25.86K

Jun 30, 20

+1.86K

0.01%

Leap Investments LP

Jun 30, 20

-50.20K

Harvest Fund Advisors LLC

3.63M

Mar 31, 20

-4.56M

0.88%

Brookfield Public Securities Group LLC

3.66K

Mar 31, 20

-2.83M

0.00%

BP CAPITAL FUND ADVISORS, LLC

19.50K

Dec 31, 19

-17.50K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

19.29K

Dec 31, 19

+15.36K

0.00%

Highstreet Asset Management Inc.

12.99K

Dec 31, 19

+12.99K

0.00%

Advisor Group, Inc.

1.65K

Dec 31, 19

-333

0.00%

CQS Cayman LP

38.00K

Sep 30, 19

-48.00K

0.01%

BB&T SECURITIES, LLC

Sep 30, 19

-8.57K

WILLIAMS JONES & ASSOCIATES LLC

34.68K

Jun 30, 19

-7.56K

0.01%

OppenheimerFunds, Inc.

7.52M

Mar 31, 19

+7.52M

1.82%

BKS ADVISORS, LLC

12.20K

Mar 31, 19

+12.20K

0.00%

NEXT Financial Holdings

763

Mar 31, 19

+763

0.00%