How do I set a price alert for WTV?

To set a WTV price alert on Stock Alarm Pro, navigate to the WTV quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for WTV?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for WTV. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for WTV?

Stock Alarm Pro supports over 125 trigger types for WTV: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about WTV price changes?

WTV alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for WTV alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for WTV and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

WTV Institutional Ownership & 13F Filings

WisdomTree U.S. Value Fund(WTV)

$104.51—Stale · unknown old

WatchlistChart

WisdomTree U.S. Value Fund(WTV)

NYSE • Last print unknown agoAbout this dataData status

$104.51—Stale · unknown old

WatchlistChart Studio

WTV(WTV)

WTV

Institutional Ownership

Top 269 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	3.23M	Jun 30, 26	-301.93K	11.58%
RAYMOND JAMES FINANCIAL INC	1.87M	Jun 30, 26	+125.80K	6.70%
MORGAN STANLEY	1.69M	Jun 30, 26	+74.10K	6.04%
ENVESTNET ASSET MANAGEMENT INC	1.65M	Jun 30, 26	-333.57K	5.92%
ADVISOR GROUP HOLDINGS, INC.	1.30M	Jun 30, 26	-121.94K	4.66%
HighTower Advisors, LLC	1.27M	Jun 30, 26	+25.10K	4.54%
Cetera Investment Advisers	637.00K	Jun 30, 26	+111.59K	2.28%
Kestra Advisory Services, LLC	516.72K	Jun 30, 26	+91.80K	1.85%
BANK OF AMERICA CORP /DE/	398.17K	Jun 30, 26	+82.50K	1.43%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	385.15K	Jun 30, 26	+76.30K	1.38%
STIFEL FINANCIAL CORP	355.65K	Jun 30, 26	+2.81K	1.27%
Private Advisor Group, LLC	355.61K	Jun 30, 26	+207.63K	1.27%
RESOLUTE CAPITAL, LLC	346.14K	Jun 30, 26	+91.89K	1.24%
Harel Insurance Investments & Financial Services Ltd.	266.80K	Jun 30, 26	+266.80K	0.95%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	248.74K	Jun 30, 26	+10.79K	0.89%
Legacy Financial Advisors, Inc.	226.78K	Jun 30, 26	+1.15K	0.81%
Anderson Financial Strategies, LLC	223.68K	Jun 30, 26	+2.27K	0.80%
Cambridge Investment Research Advisors, Inc.	221.86K	Jun 30, 26	+1.48K	0.79%
OPPENHEIMER & CO INC	211.75K	Jun 30, 26	+13.98K	0.76%
TRUST CO OF TOLEDO NA /OH/	200.12K	Jun 30, 26	+32.06K	0.72%
COMMONWEALTH EQUITY SERVICES, LLC	188.31K	Jun 30, 26	-8.25K	0.67%
Prism Advisors, Inc.	184.92K	Jun 30, 26	+312	0.66%
Ameritas Investment Partners, Inc.	173.59K	Jun 30, 26	+8.73K	0.62%
Onyx Bridge Wealth Group LLC	165.27K	Jun 30, 26	-39.02K	0.59%
Systelligence, LLC	160.49K	Jun 30, 26	-61.15K	0.57%
FLAGSHIP HARBOR ADVISORS, LLC	160.03K	Jun 30, 26	+8.40K	0.57%
626 Financial, LLC	148.03K	Jun 30, 26	+8.05K	0.53%
Cornerstone Planning Group LLC	146.72K	Jun 30, 26	+4.69K	0.53%
JPMORGAN CHASE & CO	138.72K	Jun 30, 26	-5.36K	0.50%
CERTUITY, LLC	123.47K	Jun 30, 26	+31.18K	0.44%
Capital Asset Advisory Services LLC	116.83K	Jun 30, 26	-2.35K	0.42%
AXXCESS WEALTH MANAGEMENT, LLC	116.83K	Jun 30, 26	+116.83K	0.42%
MML INVESTORS SERVICES, LLC	115.50K	Jun 30, 26	+26.62K	0.41%
MENORA MIVTACHIM HOLDINGS LTD.	112.21K	Jun 30, 26	--	0.40%
MLG Wealth Management DBA Pine Grove Financial Group	108.47K	Jun 30, 26	+2.13K	0.39%
Envestnet Portfolio Solutions, Inc.	107.16K	Jun 30, 26	-32.33K	0.38%
Team Financial Group, LLC	106.29K	Jun 30, 26	+3.07K	0.38%
Global Retirement Partners, LLC	96.04K	Jun 30, 26	+96.04K	0.34%
Equitable Holdings, Inc.	90.25K	Jun 30, 26	+2.33K	0.32%
AE Wealth Management LLC	84.70K	Jun 30, 26	+4.31K	0.30%
Ruggaard & Associates LLC	82.88K	Jun 30, 26	+2.81K	0.30%
JONES FINANCIAL COMPANIES LLLP	80.81K	Jun 30, 26	+21.31K	0.29%
Western Wealth Management, LLC	76.94K	Jun 30, 26	+28.15K	0.28%
D.A. DAVIDSON & CO.	73.93K	Jun 30, 26	+70.74K	0.26%
CEERA INVESTMENTS, LLC	71.38K	Jun 30, 26	+19.68K	0.26%
COLUMBIA ADVISORY PARTNERS LLC	66.58K	Jun 30, 26	+1.79K	0.24%
Ameritas Advisory Services, LLC	66.39K	Jun 30, 26	+48.57K	0.24%
NewEdge Advisors, LLC	65.75K	Jun 30, 26	+18.14K	0.24%
Geneos Wealth Management Inc.	64.25K	Jun 30, 26	-869	0.23%
TRUIST FINANCIAL CORP	64.19K	Jun 30, 26	+10.69K	0.23%
IFG Advisory, LLC	63.73K	Jun 30, 26	+63.73K	0.23%
USAdvisors Wealth Management, LLC	60.50K	Jun 30, 26	-11.96K	0.22%
United Advisor Group, LLC	54.20K	Jun 30, 26	+25.93K	0.19%
Modern Wealth Management, LLC	54.19K	Jun 30, 26	-3.03K	0.19%
Smartleaf Asset Management LLC	51.78K	Jun 30, 26	--	0.19%
ROYAL BANK OF CANADA	48.48K	Jun 30, 26	-14.04K	0.17%
CREATIVE FINANCIAL DESIGNS INC /ADV	47.99K	Jun 30, 26	+47.64K	0.17%
NBC SECURITIES, INC.	45.34K	Jun 30, 26	+4.37K	0.16%
PMG Wealth Management, Inc.	43.83K	Jun 30, 26	+3.67K	0.16%
Nilsine Partners, LLC	43.82K	Jun 30, 26	-130	0.16%
Vericrest Private Wealth	43.35K	Jun 30, 26	+8.07K	0.16%
Leslie Global Wealth, LLC	39.65K	Jun 30, 26	-28.93K	0.14%
OPTIMA CAPITAL LLC	37.97K	Jun 30, 26	-228	0.14%
Bay Capital Advisors, LLC	37.94K	Jun 30, 26	+3.40K	0.14%
Sequoia Financial Advisors, LLC	36.94K	Jun 30, 26	-16	0.13%
J.W. COLE ADVISORS, INC.	36.44K	Jun 30, 26	+6.55K	0.13%
Brinker Capital Investments, LLC	35.28K	Jun 30, 26	-19.45K	0.13%
Ashton Thomas Private Wealth, LLC	35.11K	Jun 30, 26	+2.51K	0.13%
Powers Advisory Group, LLC	33.84K	Jun 30, 26	+8.10K	0.12%
Santori & Peters, Inc.	30.32K	Jun 30, 26	+420	0.11%
FOUNDERS FINANCIAL SECURITIES LLC	26.96K	Jun 30, 26	+6.86K	0.10%
Advisor Resource Council	26.80K	Jun 30, 26	+4.69K	0.10%
Holistic Planning, LLC	25.79K	Jun 30, 26	+3.69K	0.09%
Integrated Wealth Concepts LLC	25.76K	Jun 30, 26	+491	0.09%
Arkadios Wealth Advisors	23.38K	Jun 30, 26	+2.90K	0.08%
FIRST NATIONAL BANK SIOUX FALLS	22.23K	Jun 30, 26	--	0.08%
HARBOUR INVESTMENTS, INC.	22.19K	Jun 30, 26	+315	0.08%
Strategic Financial Concepts, LLC	21.90K	Jun 30, 26	+1.19K	0.08%
NATIXIS ADVISORS, L.P.	20.59K	Jun 30, 26	+7.30K	0.07%
BFI Wealth Solutions, LLC	20.43K	Jun 30, 26	+253	0.07%
Advisory Services Network, LLC	20.39K	Jun 30, 26	+1.58K	0.07%
Alchemi Wealth, LLC	19.78K	Jun 30, 26	+1.66K	0.07%
Keating Financial Advisory Services, Inc.	19.58K	Jun 30, 26	-6.84K	0.07%
THOROUGHBRED FINANCIAL SERVICES, LLC	19.39K	Jun 30, 26	+520	0.07%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	19.11K	Jun 30, 26	+1.11K	0.07%
Stratos Wealth Partners, LTD.	18.64K	Jun 30, 26	-10.13K	0.07%
Valued Retirements, Inc.	17.91K	Jun 30, 26	+259	0.06%
Tower Research Capital LLC (TRC)	17.36K	Jun 30, 26	+17.36K	0.06%
Steward Partners Investment Advisory, LLC	16.69K	Jun 30, 26	+66	0.06%
UBS Group AG	16.15K	Jun 30, 26	+16.15K	0.06%
IFP Advisors, Inc	16.05K	Jun 30, 26	+933	0.06%
Sigma Planning Corp	15.98K	Jun 30, 26	-422	0.06%
Centerpoint Advisory Group	15.32K	Jun 30, 26	+3.61K	0.05%
WealthPoint Financial, LLC	15.27K	Jun 30, 26	+400	0.05%
Etesian Wealth Advisors, Inc.	15.19K	Jun 30, 26	+1.67K	0.05%
MAI Capital Management	14.94K	Jun 30, 26	+2.80K	0.05%
Sonoma Allocations LLC	14.93K	Jun 30, 26	+7.43K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	14.17K	Jun 30, 26	+14.17K	0.05%
RFG Advisory, LLC	14.01K	Jun 30, 26	+61	0.05%
MERCER GLOBAL ADVISORS INC /ADV	13.53K	Jun 30, 26	+13.53K	0.05%
MidAtlantic Capital Management, Inc.	12.67K	Jun 30, 26	+137	0.05%
FIRST NATIONAL BANK OF OMAHA	12.48K	Jun 30, 26	+3.05K	0.04%
Summit Financial, LLC	12.41K	Jun 30, 26	+1.15K	0.04%
TopTier Wealth Management, LLC	12.26K	Jun 30, 26	+204	0.04%
Cyndeo Wealth Partners, LLC	12.12K	Jun 30, 26	+12.12K	0.04%
WEDBUSH SECURITIES INC	12.01K	Jun 30, 26	+1.09K	0.04%
CreativeOne Wealth, LLC	12.01K	Jun 30, 26	-6.64K	0.04%
Solano Wealth Investment Advisors LLC	11.94K	Jun 30, 26	-2.14K	0.04%
PCG Wealth Advisors, LLC	11.88K	Jun 30, 26	+718	0.04%
MATAURO, LLC	11.47K	Jun 30, 26	-47	0.04%
Guilbault Capital LLC	11.26K	Jun 30, 26	+11.26K	0.04%
WCG Wealth Advisors LLC	10.08K	Jun 30, 26	-4.79K	0.04%
Avant Capital LLC	9.97K	Jun 30, 26	+138	0.04%
PARSONS CAPITAL MANAGEMENT INC/RI	9.70K	Jun 30, 26	+168	0.03%
Atlas Brown,Inc.	9.66K	Jun 30, 26	+69	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.48K	Jun 30, 26	+652	0.03%
Sanctuary Advisors, LLC	9.38K	Jun 30, 26	-36.18K	0.03%
FIFTH THIRD SECURITIES, INC.	9.30K	Jun 30, 26	+35	0.03%
Concurrent Investment Advisors, LLC	9.30K	Jun 30, 26	-1.30K	0.03%
GOLDMAN SACHS GROUP INC	9.02K	Jun 30, 26	+9.02K	0.03%
Mariner, LLC	8.81K	Jun 30, 26	-273.79K	0.03%
Qube Research & Technologies Ltd	8.23K	Jun 30, 26	+8.23K	0.03%
Capital Investment Advisory Services, LLC	8.13K	Jun 30, 26	+1.49K	0.03%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	7.98K	Jun 30, 26	+736	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	7.42K	Jun 30, 26	+14	0.03%
FIFTH THIRD BANCORP	7.19K	Jun 30, 26	-392	0.03%
Pensionmark Financial Group, LLC	7.09K	Jun 30, 26	-556	0.03%
CARY STREET PARTNERS FINANCIAL LLC	6.90K	Jun 30, 26	+743	0.02%
PRINCIPAL SECURITIES, INC.	6.43K	Jun 30, 26	-1.02K	0.02%
GWN SECURITIES INC.	6.23K	Jun 30, 26	+84	0.02%
Osprey Private Wealth LLC	6.20K	Jun 30, 26	--	0.02%
Philadelphia Investment Partners, LLC	6.13K	Jun 30, 26	+12	0.02%
LRI Investments, LLC	5.79K	Jun 30, 26	+2	0.02%
PEAPACK GLADSTONE FINANCIAL CORP	5.71K	Jun 30, 26	-300	0.02%
Gateway Wealth Partners, LLC	5.65K	Jun 30, 26	-4.14K	0.02%
Nova Wealth Management, Inc.	5.47K	Jun 30, 26	+424	0.02%
Narus Financial Partners, LLC	5.28K	Jun 30, 26	+5.28K	0.02%
XY Planning Network, Inc.	4.96K	Jun 30, 26	+307	0.02%
Atria Investments, Inc	4.92K	Jun 30, 26	-195	0.02%
Hopwood Nicholas Hunter	4.90K	Jun 30, 26	-178	0.02%
Wharton Business Group, LLC	4.88K	Jun 30, 26	--	0.02%
Beacon Financial Advisory LLC	4.81K	Jun 30, 26	-421	0.02%
Quantinno Capital Management LP	4.79K	Jun 30, 26	+1.65K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	4.77K	Jun 30, 26	+1.69K	0.02%
CENTAURUS FINANCIAL, INC.	4.75K	Jun 30, 26	+350	0.02%
WILLNER & HELLER, LLC	4.71K	Jun 30, 26	+10	0.02%
Astoria Portfolio Advisors LLC.	4.67K	Jun 30, 26	+168	0.02%
Rehmann Capital Advisory Group	4.47K	Jun 30, 26	+25	0.02%
Essex Financial Services, Inc.	4.45K	Jun 30, 26	+4	0.02%
Rockefeller Capital Management L.P.	4.33K	Jun 30, 26	-149	0.02%
O'Brien Greene & Co. Inc	4.32K	Jun 30, 26	--	0.02%
Axis Wealth Partners, LLC	4.25K	Jun 30, 26	+1.31K	0.02%
SILVER OAK SECURITIES, INCORPORATED	4.20K	Jun 30, 26	-1.70K	0.02%
NWF Advisory Services Inc.	3.97K	Jun 30, 26	+144	0.01%
Verus Financial Partners, Inc.	3.92K	Jun 30, 26	--	0.01%
CIBC Bancorp USA Inc.	3.77K	Jun 30, 26	--	0.01%
Bison Wealth, LLC	3.69K	Jun 30, 26	-502	0.01%
CITADEL ADVISORS LLC	3.67K	Jun 30, 26	+3.67K	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	3.67K	Jun 30, 26	+1.30K	0.01%
Mutual Advisors, LLC	3.45K	Jun 30, 26	-1.54K	0.01%
Farrell Financial LLC	3.45K	Jun 30, 26	-146	0.01%
Quartz Partners, LLC	3.39K	Jun 30, 26	+139	0.01%
TFB Advisors LLC	3.37K	Jun 30, 26	--	0.01%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	3.27K	Jun 30, 26	-14	0.01%
Wealthcare Advisory Partners LLC	3.25K	Jun 30, 26	+70	0.01%
Redhawk Wealth Advisors, Inc.	3.17K	Jun 30, 26	+60	0.01%
Regal Investment Advisors LLC	3.15K	Jun 30, 26	-133	0.01%
Dynamic Advisor Solutions LLC	3.14K	Jun 30, 26	+100	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.11K	Jun 30, 26	-26.65K	0.01%
Janney Montgomery Scott LLC	3.04K	Jun 30, 26	-1.51K	0.01%
AQR CAPITAL MANAGEMENT LLC	2.98K	Jun 30, 26	+742	0.01%
Cerity Partners LLC	2.92K	Jun 30, 26	+50	0.01%
CATHY PARETO & ASSOCIATES, INC	2.86K	Jun 30, 26	+1	0.01%
HighPoint Advisor Group LLC	2.83K	Jun 30, 26	+120	0.01%
Empirical Asset Management, LLC	2.83K	Jun 30, 26	+216	0.01%
AVAII WEALTH MANAGEMENT, LLC	2.80K	Jun 30, 26	-16	0.01%
SMITH, MOORE & CO.	2.77K	Jun 30, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	2.77K	Jun 30, 26	+39	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	2.72K	Jun 30, 26	-5.57K	0.01%
Koshinski Asset Management, Inc.	2.72K	Jun 30, 26	+199	0.01%
Fiduciary Alliance LLC	2.65K	Jun 30, 26	+2.65K	0.01%
Buckingham Strategic Partners	2.61K	Jun 30, 26	+68	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	2.53K	Jun 30, 26	-100	0.01%
Zhang Financial LLC	2.53K	Jun 30, 26	-6.32K	0.01%
PRIVATE TRUST CO NA	2.48K	Jun 30, 26	-249	0.01%
REAP Financial Group, LLC	2.45K	Jun 30, 26	-1.04K	0.01%
KANE INVESTMENT MANAGEMENT, INC.	2.43K	Jun 30, 26	+2.43K	0.01%
PARK AVENUE SECURITIES LLC	2.42K	Jun 30, 26	-122	0.01%
Pathstone Holdings, LLC	2.17K	Jun 30, 26	+2.17K	0.01%
Gladstone Institutional Advisory LLC	2.10K	Jun 30, 26	-425	0.01%
WELLS FARGO & COMPANY/MN	1.36K	Jun 30, 26	+1.00K	0.00%
ASSETMARK, INC	1.29K	Jun 30, 26	+437	0.00%
US BANCORP \DE\	1.09K	Jun 30, 26	+1.09K	0.00%
Signature Equity Partners, LLC	915	Jun 30, 26	-187	0.00%
Ancora Advisors, LLC	850	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	800	Jun 30, 26	+800	0.00%
Cherry Tree Wealth Management, LLC	676	Jun 30, 26	+73	0.00%
Regatta Research & Money Management	648	Jun 30, 26	+648	0.00%
MCDONALD PARTNERS LLC	648	Jun 30, 26	+648	0.00%
Parallel Advisors, LLC	638	Jun 30, 26	-45	0.00%
Allworth Financial LP	583	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	562	Jun 30, 26	+470	0.00%
Aptus Capital Advisors, LLC	504	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	465	Jun 30, 26	+465	0.00%
Spire Wealth Management	434	Jun 30, 26	+434	0.00%
Torren Management, LLC	417	Jun 30, 26	+2	0.00%
AMERIFLEX GROUP, INC.	351	Jun 30, 26	+171	0.00%
JNBA Financial Advisors	316	Jun 30, 26	+1	0.00%
Clearstead Advisors, LLC	229	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	195	Jun 30, 26	+195	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	173	Jun 30, 26	--	0.00%
Morton Brown Family Wealth, LLC	164	Jun 30, 26	--	0.00%
Covestor Ltd	155	Jun 30, 26	-82	0.00%
BLAIR WILLIAM & CO/IL	144	Jun 30, 26	--	0.00%
Providence Capital Advisors, LLC	140	Jun 30, 26	+140	0.00%
JPL Wealth Management, LLC	139	Jun 30, 26	+139	0.00%
Farther Finance Advisors, LLC	113	Jun 30, 26	-706	0.00%
VANGUARD ADVISERS INC	105	Jun 30, 26	-63	0.00%
Abound Wealth Management	84	Jun 30, 26	--	0.00%
TD Capital Management LLC	82	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	75	Jun 30, 26	+75	0.00%
Pinnacle Bancorp, Inc.	70	Jun 30, 26	--	0.00%
NBT BANK N A /NY	67	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	50	Jun 30, 26	--	0.00%
Larson Financial Group LLC	42	Jun 30, 26	--	0.00%
Hilltop National Bank	34	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	30	Jun 30, 26	+30	0.00%
Main Street Group, LTD	22	Jun 30, 26	--	0.00%
Milestone Investment Advisors LLC	13	Jun 30, 26	+13	0.00%
FMR LLC	11	Jun 30, 26	+8	0.00%
CITIGROUP INC	1	Jun 30, 26	--	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-10.70K	--
BARTLETT & CO. WEALTH MANAGEMENT LLC	--	Jun 30, 26	-52	--
Independent Advisor Alliance	--	Jun 30, 26	-260.83K	--
Trademark Financial Management, LLC	--	Jun 30, 26	-3.48K	--
Rubicon Advisors, GP	--	Jun 30, 26	-4.71K	--
Your Advocates Ltd., LLP	--	Jun 30, 26	-588	--
Paragon Capital Management Ltd	--	Jun 30, 26	-3.38K	--
Retirement Management Systems Inc.	--	Jun 30, 26	-90.43K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-111	--
Lido Advisors, LLC	--	Jun 30, 26	-284.10K	--
ADG Wealth Management Group, LLC	--	Jun 30, 26	-2.43K	--
CWM, LLC	84.76K	Mar 31, 26	-638	0.30%
Sunbelt Securities, Inc.	31.32K	Mar 31, 26	+1.87K	0.11%
Bowman & Co S.C.	36.05K	Dec 31, 25	+178	0.13%
CIBC Private Wealth Group, LLC	3.77K	Dec 31, 25	--	0.01%
COMERICA BANK	2.94K	Dec 31, 25	-357	0.01%
ORG Partners LLC	--	Dec 31, 25	-2.91K	--
COUNTRY CLUB BANK /GFN	8.20K	Sep 30, 25	+2.23K	0.03%
Financial Advocates Investment Management	--	Sep 30, 25	-8.60K	--
Smith Anglin Financial, LLC	1.11M	Jun 30, 25	+1.11M	3.98%
AVANTAX ADVISORY SERVICES, INC.	25.35K	Jun 30, 25	+25.35K	0.09%
Good Life Advisors, LLC	10.66K	Jun 30, 25	+1.55K	0.04%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-54.30K	--
Orion Portfolio Solutions, LLC	45.37K	Mar 31, 25	-13	0.16%
Carlson Capital Management	6.18K	Dec 31, 24	-136	0.02%
Householder Group Estate & Retirement Specialist, LLC	194	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	243.10K	Sep 30, 24	+3.28K	0.87%
RAYMOND JAMES & ASSOCIATES	57.97K	Sep 30, 24	+28.41K	0.21%
Private Wealth Strategies, L.L.C.	185.96K	Jun 30, 24	+3.35K	0.67%
ICA Group Wealth Management, LLC	123	Jun 30, 24	-419	0.00%
Cetera Advisor Networks LLC	39.72K	Mar 31, 24	+3.91K	0.14%
Cetera Advisors LLC	9.66K	Mar 31, 24	+9.66K	0.03%
Coulter & Justus Financial Services, LLC	--	Mar 31, 24	-3.72K	--
DB Wealth Management Group, LLC	358	Dec 31, 23	+358	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	3.97K	Sep 30, 23	+16	0.01%
BALASA DINVERNO & FOLTZ LLC	52.11K	Sep 30, 22	-9	0.19%
MUFG Americas Holdings Corp	394	Sep 30, 22	--	0.00%
MURPHY CAPITAL MANAGEMENT INC	6.94K	Jun 30, 22	-50	0.02%

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Explore More

Stock Comparison

Compare equities side by side

52-Week Highs Breakout

Stocks breaking to new annual highs

52-Week Lows Oversold

S&P 500 oversold value screener

Trending Momentum

Relative strength momentum leaders

Earnings Calendar

Upcoming earnings dates & reports

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

LPL Financial LLC

3.23M

Jun 30, 26

-301.93K

11.58%

RAYMOND JAMES FINANCIAL INC

1.87M

Jun 30, 26

+125.80K

6.70%

MORGAN STANLEY

1.69M

Jun 30, 26

+74.10K

6.04%

ENVESTNET ASSET MANAGEMENT INC

1.65M

Jun 30, 26

-333.57K

5.92%

ADVISOR GROUP HOLDINGS, INC.

1.30M

Jun 30, 26

-121.94K

4.66%

HighTower Advisors, LLC

1.27M

Jun 30, 26

+25.10K

4.54%

Cetera Investment Advisers

637.00K

Jun 30, 26

+111.59K

2.28%

Kestra Advisory Services, LLC

516.72K

Jun 30, 26

+91.80K

1.85%

BANK OF AMERICA CORP /DE/

398.17K

Jun 30, 26

+82.50K

1.43%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

385.15K

Jun 30, 26

+76.30K

1.38%

STIFEL FINANCIAL CORP

355.65K

Jun 30, 26

+2.81K

1.27%

Private Advisor Group, LLC

355.61K

Jun 30, 26

+207.63K

1.27%

RESOLUTE CAPITAL, LLC

346.14K

Jun 30, 26

+91.89K

1.24%

Harel Insurance Investments & Financial Services Ltd.

266.80K

Jun 30, 26

+266.80K

0.95%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

248.74K

Jun 30, 26

+10.79K

0.89%

Legacy Financial Advisors, Inc.

226.78K

Jun 30, 26

+1.15K

0.81%

Anderson Financial Strategies, LLC

223.68K

Jun 30, 26

+2.27K

0.80%

Cambridge Investment Research Advisors, Inc.

221.86K

Jun 30, 26

+1.48K

0.79%

OPPENHEIMER & CO INC

211.75K

Jun 30, 26

+13.98K

0.76%

TRUST CO OF TOLEDO NA /OH/

200.12K

Jun 30, 26

+32.06K

0.72%

COMMONWEALTH EQUITY SERVICES, LLC

188.31K

Jun 30, 26

-8.25K

0.67%

Prism Advisors, Inc.

184.92K

Jun 30, 26

+312

0.66%

Ameritas Investment Partners, Inc.

173.59K

Jun 30, 26

+8.73K

0.62%

Onyx Bridge Wealth Group LLC

165.27K

Jun 30, 26

-39.02K

0.59%

Systelligence, LLC

160.49K

Jun 30, 26

-61.15K

0.57%

FLAGSHIP HARBOR ADVISORS, LLC

160.03K

Jun 30, 26

+8.40K

0.57%

626 Financial, LLC

148.03K

Jun 30, 26

+8.05K

0.53%

Cornerstone Planning Group LLC

146.72K

Jun 30, 26

+4.69K

0.53%

JPMORGAN CHASE & CO

138.72K

Jun 30, 26

-5.36K

0.50%

CERTUITY, LLC

123.47K

Jun 30, 26

+31.18K

0.44%

Capital Asset Advisory Services LLC

116.83K

Jun 30, 26

-2.35K

0.42%

AXXCESS WEALTH MANAGEMENT, LLC

116.83K

Jun 30, 26

+116.83K

0.42%

MML INVESTORS SERVICES, LLC

115.50K

Jun 30, 26

+26.62K

0.41%

MENORA MIVTACHIM HOLDINGS LTD.

112.21K

Jun 30, 26

0.40%

MLG Wealth Management DBA Pine Grove Financial Group

108.47K

Jun 30, 26

+2.13K

0.39%

Envestnet Portfolio Solutions, Inc.

107.16K

Jun 30, 26

-32.33K

0.38%

Team Financial Group, LLC

106.29K

Jun 30, 26

+3.07K

0.38%

Global Retirement Partners, LLC

96.04K

Jun 30, 26

+96.04K

0.34%

Equitable Holdings, Inc.

90.25K

Jun 30, 26

+2.33K

0.32%

AE Wealth Management LLC

84.70K

Jun 30, 26

+4.31K

0.30%

Ruggaard & Associates LLC

82.88K

Jun 30, 26

+2.81K

0.30%

JONES FINANCIAL COMPANIES LLLP

80.81K

Jun 30, 26

+21.31K

0.29%

Western Wealth Management, LLC

76.94K

Jun 30, 26

+28.15K

0.28%

D.A. DAVIDSON & CO.

73.93K

Jun 30, 26

+70.74K

0.26%

CEERA INVESTMENTS, LLC

71.38K

Jun 30, 26

+19.68K

0.26%

COLUMBIA ADVISORY PARTNERS LLC

66.58K

Jun 30, 26

+1.79K

0.24%

Ameritas Advisory Services, LLC

66.39K

Jun 30, 26

+48.57K

0.24%

NewEdge Advisors, LLC

65.75K

Jun 30, 26

+18.14K

0.24%

Geneos Wealth Management Inc.

64.25K

Jun 30, 26

-869

0.23%

TRUIST FINANCIAL CORP

64.19K

Jun 30, 26

+10.69K

0.23%

IFG Advisory, LLC

63.73K

Jun 30, 26

+63.73K

0.23%

USAdvisors Wealth Management, LLC

60.50K

Jun 30, 26

-11.96K

0.22%

United Advisor Group, LLC

54.20K

Jun 30, 26

+25.93K

0.19%

Modern Wealth Management, LLC

54.19K

Jun 30, 26

-3.03K

0.19%

Smartleaf Asset Management LLC

51.78K

Jun 30, 26

0.19%

ROYAL BANK OF CANADA

48.48K

Jun 30, 26

-14.04K

0.17%

CREATIVE FINANCIAL DESIGNS INC /ADV

47.99K

Jun 30, 26

+47.64K

0.17%

NBC SECURITIES, INC.

45.34K

Jun 30, 26

+4.37K

0.16%

PMG Wealth Management, Inc.

43.83K

Jun 30, 26

+3.67K

0.16%

Nilsine Partners, LLC

43.82K

Jun 30, 26

-130

0.16%

Vericrest Private Wealth

43.35K

Jun 30, 26

+8.07K

0.16%

Leslie Global Wealth, LLC

39.65K

Jun 30, 26

-28.93K

0.14%

OPTIMA CAPITAL LLC

37.97K

Jun 30, 26

-228

0.14%

Bay Capital Advisors, LLC

37.94K

Jun 30, 26

+3.40K

0.14%

Sequoia Financial Advisors, LLC

36.94K

Jun 30, 26

-16

0.13%

J.W. COLE ADVISORS, INC.

36.44K

Jun 30, 26

+6.55K

0.13%

Brinker Capital Investments, LLC

35.28K

Jun 30, 26

-19.45K

0.13%

Ashton Thomas Private Wealth, LLC

35.11K

Jun 30, 26

+2.51K

0.13%

Powers Advisory Group, LLC

33.84K

Jun 30, 26

+8.10K

0.12%

Santori & Peters, Inc.

30.32K

Jun 30, 26

+420

0.11%

FOUNDERS FINANCIAL SECURITIES LLC

26.96K

Jun 30, 26

+6.86K

0.10%

Advisor Resource Council

26.80K

Jun 30, 26

+4.69K

0.10%

Holistic Planning, LLC

25.79K

Jun 30, 26

+3.69K

0.09%

Integrated Wealth Concepts LLC

25.76K

Jun 30, 26

+491

0.09%

Arkadios Wealth Advisors

23.38K

Jun 30, 26

+2.90K

0.08%

FIRST NATIONAL BANK SIOUX FALLS

22.23K

Jun 30, 26

0.08%

HARBOUR INVESTMENTS, INC.

22.19K

Jun 30, 26

+315

0.08%

Strategic Financial Concepts, LLC

21.90K

Jun 30, 26

+1.19K

0.08%

NATIXIS ADVISORS, L.P.

20.59K

Jun 30, 26

+7.30K

0.07%

BFI Wealth Solutions, LLC

20.43K

Jun 30, 26

+253

0.07%

Advisory Services Network, LLC

20.39K

Jun 30, 26

+1.58K

0.07%

Alchemi Wealth, LLC

19.78K

Jun 30, 26

+1.66K

0.07%

Keating Financial Advisory Services, Inc.

19.58K

Jun 30, 26

-6.84K

0.07%

THOROUGHBRED FINANCIAL SERVICES, LLC

19.39K

Jun 30, 26

+520

0.07%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

19.11K

Jun 30, 26

+1.11K

0.07%

Stratos Wealth Partners, LTD.

18.64K

Jun 30, 26

-10.13K

0.07%

Valued Retirements, Inc.

17.91K

Jun 30, 26

+259

0.06%

Tower Research Capital LLC (TRC)

17.36K

Jun 30, 26

+17.36K

0.06%

Steward Partners Investment Advisory, LLC

16.69K

Jun 30, 26

+66

0.06%

UBS Group AG

16.15K

Jun 30, 26

+16.15K

0.06%

IFP Advisors, Inc

16.05K

Jun 30, 26

+933

0.06%

Sigma Planning Corp

15.98K

Jun 30, 26

-422

0.06%

Centerpoint Advisory Group

15.32K

Jun 30, 26

+3.61K

0.05%

WealthPoint Financial, LLC

15.27K

Jun 30, 26

+400

0.05%

Etesian Wealth Advisors, Inc.

15.19K

Jun 30, 26

+1.67K

0.05%

MAI Capital Management

14.94K

Jun 30, 26

+2.80K

0.05%

Sonoma Allocations LLC

14.93K

Jun 30, 26

+7.43K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

14.17K

Jun 30, 26

+14.17K

0.05%

RFG Advisory, LLC

14.01K

Jun 30, 26

+61

0.05%

MERCER GLOBAL ADVISORS INC /ADV

13.53K

Jun 30, 26

+13.53K

0.05%

MidAtlantic Capital Management, Inc.

12.67K

Jun 30, 26

+137

0.05%

FIRST NATIONAL BANK OF OMAHA

12.48K

Jun 30, 26

+3.05K

0.04%

Summit Financial, LLC

12.41K

Jun 30, 26

+1.15K

0.04%

TopTier Wealth Management, LLC

12.26K

Jun 30, 26

+204

0.04%

Cyndeo Wealth Partners, LLC

12.12K

Jun 30, 26

+12.12K

0.04%

WEDBUSH SECURITIES INC

12.01K

Jun 30, 26

+1.09K

0.04%

CreativeOne Wealth, LLC

12.01K

Jun 30, 26

-6.64K

0.04%

Solano Wealth Investment Advisors LLC

11.94K

Jun 30, 26

-2.14K

0.04%

PCG Wealth Advisors, LLC

11.88K

Jun 30, 26

+718

0.04%

MATAURO, LLC

11.47K

Jun 30, 26

-47

0.04%

Guilbault Capital LLC

11.26K

Jun 30, 26

+11.26K

0.04%

WCG Wealth Advisors LLC

10.08K

Jun 30, 26

-4.79K

0.04%

Avant Capital LLC

9.97K

Jun 30, 26

+138

0.04%

PARSONS CAPITAL MANAGEMENT INC/RI

9.70K

Jun 30, 26

+168

0.03%

Atlas Brown,Inc.

9.66K

Jun 30, 26

+69

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

9.48K

Jun 30, 26

+652

0.03%

Sanctuary Advisors, LLC

9.38K

Jun 30, 26

-36.18K

0.03%

FIFTH THIRD SECURITIES, INC.

9.30K

Jun 30, 26

+35

0.03%

Concurrent Investment Advisors, LLC

9.30K

Jun 30, 26

-1.30K

0.03%

GOLDMAN SACHS GROUP INC

9.02K

Jun 30, 26

+9.02K

0.03%

Mariner, LLC

8.81K

Jun 30, 26

-273.79K

0.03%

Qube Research & Technologies Ltd

8.23K

Jun 30, 26

+8.23K

0.03%

Capital Investment Advisory Services, LLC

8.13K

Jun 30, 26

+1.49K

0.03%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

7.98K

Jun 30, 26

+736

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

7.42K

Jun 30, 26

+14

0.03%

FIFTH THIRD BANCORP

7.19K

Jun 30, 26

-392

0.03%

Pensionmark Financial Group, LLC

7.09K

Jun 30, 26

-556

0.03%

CARY STREET PARTNERS FINANCIAL LLC

6.90K

Jun 30, 26

+743

0.02%

PRINCIPAL SECURITIES, INC.

6.43K

Jun 30, 26

-1.02K

0.02%

GWN SECURITIES INC.

6.23K

Jun 30, 26

+84

0.02%

Osprey Private Wealth LLC

6.20K

Jun 30, 26

0.02%

Philadelphia Investment Partners, LLC

6.13K

Jun 30, 26

+12

0.02%

LRI Investments, LLC

5.79K

Jun 30, 26

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

5.71K

Jun 30, 26

-300

0.02%

Gateway Wealth Partners, LLC

5.65K

Jun 30, 26

-4.14K

0.02%

Nova Wealth Management, Inc.

5.47K

Jun 30, 26

+424

0.02%

Narus Financial Partners, LLC

5.28K

Jun 30, 26

+5.28K

0.02%

XY Planning Network, Inc.

4.96K

Jun 30, 26

+307

0.02%

Atria Investments, Inc

4.92K

Jun 30, 26

-195

0.02%

Hopwood Nicholas Hunter

4.90K

Jun 30, 26

-178

0.02%

Wharton Business Group, LLC

4.88K

Jun 30, 26

0.02%

Beacon Financial Advisory LLC

4.81K

Jun 30, 26

-421

0.02%

Quantinno Capital Management LP

4.79K

Jun 30, 26

+1.65K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

4.77K

Jun 30, 26

+1.69K

0.02%

CENTAURUS FINANCIAL, INC.

4.75K

Jun 30, 26

+350

0.02%

WILLNER & HELLER, LLC

4.71K

Jun 30, 26

+10

0.02%

Astoria Portfolio Advisors LLC.

4.67K

Jun 30, 26

+168

0.02%

Rehmann Capital Advisory Group

4.47K

Jun 30, 26

+25

0.02%

Essex Financial Services, Inc.

4.45K

Jun 30, 26

0.02%

Rockefeller Capital Management L.P.

4.33K

Jun 30, 26

-149

0.02%

O'Brien Greene & Co. Inc

4.32K

Jun 30, 26

0.02%

Axis Wealth Partners, LLC

4.25K

Jun 30, 26

+1.31K

0.02%

SILVER OAK SECURITIES, INCORPORATED

4.20K

Jun 30, 26

-1.70K

0.02%

NWF Advisory Services Inc.

3.97K

Jun 30, 26

+144

0.01%

Verus Financial Partners, Inc.

3.92K

Jun 30, 26

0.01%

CIBC Bancorp USA Inc.

3.77K

Jun 30, 26

0.01%

Bison Wealth, LLC

3.69K

Jun 30, 26

-502

0.01%

CITADEL ADVISORS LLC

3.67K

Jun 30, 26

+3.67K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

3.67K

Jun 30, 26

+1.30K

0.01%

Mutual Advisors, LLC

3.45K

Jun 30, 26

-1.54K

0.01%

Farrell Financial LLC

3.45K

Jun 30, 26

-146

0.01%

Quartz Partners, LLC

3.39K

Jun 30, 26

+139

0.01%

TFB Advisors LLC

3.37K

Jun 30, 26

0.01%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

3.27K

Jun 30, 26

-14

0.01%

Wealthcare Advisory Partners LLC

3.25K

Jun 30, 26

+70

0.01%

Redhawk Wealth Advisors, Inc.

3.17K

Jun 30, 26

+60

0.01%

Regal Investment Advisors LLC

3.15K

Jun 30, 26

-133

0.01%

Dynamic Advisor Solutions LLC

3.14K

Jun 30, 26

+100

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.11K

Jun 30, 26

-26.65K

0.01%

Janney Montgomery Scott LLC

3.04K

Jun 30, 26

-1.51K

0.01%

AQR CAPITAL MANAGEMENT LLC

2.98K

Jun 30, 26

+742

0.01%

Cerity Partners LLC

2.92K

Jun 30, 26

+50

0.01%

CATHY PARETO & ASSOCIATES, INC

2.86K

Jun 30, 26

0.01%

HighPoint Advisor Group LLC

2.83K

Jun 30, 26

+120

0.01%

Empirical Asset Management, LLC

2.83K

Jun 30, 26

+216

0.01%

AVAII WEALTH MANAGEMENT, LLC

2.80K

Jun 30, 26

-16

0.01%

SMITH, MOORE & CO.

2.77K

Jun 30, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

2.77K

Jun 30, 26

+39

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

2.72K

Jun 30, 26

-5.57K

0.01%

Koshinski Asset Management, Inc.

2.72K

Jun 30, 26

+199

0.01%

Fiduciary Alliance LLC

2.65K

Jun 30, 26

+2.65K

0.01%

Buckingham Strategic Partners

2.61K

Jun 30, 26

+68

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

2.53K

Jun 30, 26

-100

0.01%

Zhang Financial LLC

2.53K

Jun 30, 26

-6.32K

0.01%

PRIVATE TRUST CO NA

2.48K

Jun 30, 26

-249

0.01%

REAP Financial Group, LLC

2.45K

Jun 30, 26

-1.04K

0.01%

KANE INVESTMENT MANAGEMENT, INC.

2.43K

Jun 30, 26

+2.43K

0.01%

PARK AVENUE SECURITIES LLC

2.42K

Jun 30, 26

-122

0.01%

Pathstone Holdings, LLC

2.17K

Jun 30, 26

+2.17K

0.01%

Gladstone Institutional Advisory LLC

2.10K

Jun 30, 26

-425

0.01%

WELLS FARGO & COMPANY/MN

1.36K

Jun 30, 26

+1.00K

0.00%

ASSETMARK, INC

1.29K

Jun 30, 26

+437

0.00%

US BANCORP \DE\

1.09K

Jun 30, 26

+1.09K

0.00%

Signature Equity Partners, LLC

915

Jun 30, 26

-187

0.00%

Ancora Advisors, LLC

850

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

800

Jun 30, 26

+800

0.00%

Cherry Tree Wealth Management, LLC

676

Jun 30, 26

+73

0.00%

Regatta Research & Money Management

648

Jun 30, 26

+648

0.00%

MCDONALD PARTNERS LLC

648

Jun 30, 26

+648

0.00%

Parallel Advisors, LLC

638

Jun 30, 26

-45

0.00%

Allworth Financial LP

583

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

562

Jun 30, 26

+470

0.00%

Aptus Capital Advisors, LLC

504

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

465

Jun 30, 26

+465

0.00%

Spire Wealth Management

434

Jun 30, 26

+434

0.00%

Torren Management, LLC

417

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

351

Jun 30, 26

+171

0.00%

JNBA Financial Advisors

316

Jun 30, 26

0.00%

Clearstead Advisors, LLC

229

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

195

Jun 30, 26

+195

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

173

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

164

Jun 30, 26

0.00%

Covestor Ltd

155

Jun 30, 26

-82

0.00%

BLAIR WILLIAM & CO/IL

144

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

140

Jun 30, 26

+140

0.00%

JPL Wealth Management, LLC

139

Jun 30, 26

+139

0.00%

Farther Finance Advisors, LLC

113

Jun 30, 26

-706

0.00%

VANGUARD ADVISERS INC

105

Jun 30, 26

-63

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

TD Capital Management LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

+75

0.00%

Pinnacle Bancorp, Inc.

Jun 30, 26

0.00%

NBT BANK N A /NY

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Hilltop National Bank

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

+30

0.00%

Main Street Group, LTD

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

Jun 30, 26

+13

0.00%

FMR LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-10.70K

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

-52

Independent Advisor Alliance

Jun 30, 26

-260.83K

Trademark Financial Management, LLC

Jun 30, 26

-3.48K

Rubicon Advisors, GP

Jun 30, 26

-4.71K

Your Advocates Ltd., LLP

Jun 30, 26

-588

Paragon Capital Management Ltd

Jun 30, 26

-3.38K

Retirement Management Systems Inc.

Jun 30, 26

-90.43K

Sound Income Strategies, LLC

Jun 30, 26

-111

Lido Advisors, LLC

Jun 30, 26

-284.10K

ADG Wealth Management Group, LLC

Jun 30, 26

-2.43K

CWM, LLC

84.76K

Mar 31, 26

-638

0.30%

Sunbelt Securities, Inc.

31.32K

Mar 31, 26

+1.87K

0.11%

Bowman & Co S.C.

36.05K

Dec 31, 25

+178

0.13%

CIBC Private Wealth Group, LLC

3.77K

Dec 31, 25

0.01%

COMERICA BANK

2.94K

Dec 31, 25

-357

0.01%

ORG Partners LLC

Dec 31, 25

-2.91K

COUNTRY CLUB BANK /GFN

8.20K

Sep 30, 25

+2.23K

0.03%

Financial Advocates Investment Management

Sep 30, 25

-8.60K

Smith Anglin Financial, LLC

1.11M

Jun 30, 25

+1.11M

3.98%

AVANTAX ADVISORY SERVICES, INC.

25.35K

Jun 30, 25

+25.35K

0.09%

Good Life Advisors, LLC

10.66K

Jun 30, 25

+1.55K

0.04%

Atria Wealth Solutions, Inc.

Jun 30, 25

-54.30K

Orion Portfolio Solutions, LLC

45.37K

Mar 31, 25

-13

0.16%

Carlson Capital Management

6.18K

Dec 31, 24

-136

0.02%

Householder Group Estate & Retirement Specialist, LLC

194

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

243.10K

Sep 30, 24

+3.28K

0.87%

RAYMOND JAMES & ASSOCIATES

57.97K

Sep 30, 24

+28.41K

0.21%

Private Wealth Strategies, L.L.C.

185.96K

Jun 30, 24

+3.35K

0.67%

ICA Group Wealth Management, LLC

123

Jun 30, 24

-419

0.00%

Cetera Advisor Networks LLC

39.72K

Mar 31, 24

+3.91K

0.14%

Cetera Advisors LLC

9.66K

Mar 31, 24

+9.66K

0.03%

Coulter & Justus Financial Services, LLC

Mar 31, 24

-3.72K

DB Wealth Management Group, LLC

358

Dec 31, 23

+358

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

3.97K

Sep 30, 23

+16

0.01%

BALASA DINVERNO & FOLTZ LLC

52.11K

Sep 30, 22

-9

0.19%

MUFG Americas Holdings Corp

394

Sep 30, 22

0.00%

MURPHY CAPITAL MANAGEMENT INC

6.94K

Jun 30, 22

-50

0.02%