Columbia EM Core ex-China ETF(XCEM)

$52.37—Stale · unknown old

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Columbia EM Core ex-China ETF(XCEM)

NYSE • Last print unknown ago

$52.37—Stale · unknown old

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XCEM(XCEM)

XCEM

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Institutional Ownership

Top 327 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.56M	Jun 30, 26	+395.13K	8.34%
BANK OF AMERICA CORP /DE/	3.53M	Jun 30, 26	+103.53K	8.28%
Boulay Financial Advisors, LLC	2.23M	Jun 30, 26	-344.03K	5.22%
CIBC Bancorp USA Inc.	1.84M	Jun 30, 26	+1.55M	4.31%
LPL Financial LLC	1.60M	Jun 30, 26	+257.55K	3.75%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.40M	Jun 30, 26	-53.83K	3.29%
RAYMOND JAMES FINANCIAL INC	1.06M	Jun 30, 26	+113.41K	2.49%
Hennion & Walsh Asset Management, Inc.	1.01M	Jun 30, 26	+48.90K	2.36%
Marotta Asset Management	818.67K	Jun 30, 26	-53.39K	1.92%
Modern Wealth Management, LLC	698.04K	Jun 30, 26	+698.04K	1.64%
COMMONWEALTH EQUITY SERVICES, LLC	638.32K	Jun 30, 26	+187.89K	1.50%
AMERIPRISE FINANCIAL INC	555.59K	Jun 30, 26	+97.70K	1.30%
WELLS FARGO & COMPANY/MN	512.19K	Jun 30, 26	+87.08K	1.20%
Prism Advisors, Inc.	399.00K	Jun 30, 26	-81.37K	0.94%
PLANNING ALTERNATIVES LTD /ADV	391.64K	Jun 30, 26	+6.61K	0.92%
UBS Group AG	352.16K	Jun 30, 26	+4.39K	0.83%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	320.04K	Jun 30, 26	--	0.75%
Savvy Advisors, Inc.	317.17K	Jun 30, 26	-21.95K	0.74%
MERCER GLOBAL ADVISORS INC /ADV	310.42K	Jun 30, 26	-10.58K	0.73%
Penserra Capital Management LLC	306.30K	Jun 30, 26	-62.05K	0.72%
Richard P Slaughter Associates Inc	257.83K	Jun 30, 26	+47.24K	0.60%
Sanctuary Advisors, LLC	254.46K	Jun 30, 26	-134	0.60%
ROYAL BANK OF CANADA	253.48K	Jun 30, 26	+22.63K	0.59%
CENTRAL TRUST Co	248.82K	Jun 30, 26	-8.23K	0.58%
Private Advisor Group, LLC	239.37K	Jun 30, 26	+54.57K	0.56%
ADVISOR GROUP HOLDINGS, INC.	238.11K	Jun 30, 26	+11.39K	0.56%
Pine Valley Investments Ltd Liability Co	228.12K	Jun 30, 26	+6.81K	0.53%
CAPITAL PERFORMANCE ADVISORS LLP	208.26K	Jun 30, 26	-4.78K	0.49%
Kingsview Wealth Management, LLC	207.01K	Jun 30, 26	+15.35K	0.49%
Colony Group, LLC	199.31K	Jun 30, 26	+8.47K	0.47%
McKinley Carter Wealth Services, Inc.	197.49K	Jun 30, 26	+2.79K	0.46%
Krilogy Financial LLC	192.94K	Jun 30, 26	+55.84K	0.45%
Highland Financial Advisors, LLC	190.60K	Jun 30, 26	+14.43K	0.45%
Wealthcare Advisory Partners LLC	190.54K	Jun 30, 26	-4.19K	0.45%
HighTower Advisors, LLC	188.23K	Jun 30, 26	-6.68K	0.44%
Nelson Capital Management, LLC	186.37K	Jun 30, 26	+4.76K	0.44%
Benchmark Financial Wealth Advisors, LLC	179.05K	Jun 30, 26	+12.01K	0.42%
Aprio Wealth Management, LLC	170.56K	Jun 30, 26	+149.58K	0.40%
LEAVELL INVESTMENT MANAGEMENT, INC.	167.97K	Jun 30, 26	-16.23K	0.39%
Cerity Partners LLC	165.87K	Jun 30, 26	+358	0.39%
STIFEL FINANCIAL CORP	159.27K	Jun 30, 26	-14.77K	0.37%
Breakwater Capital Group	157.43K	Jun 30, 26	-10.93K	0.37%
Bleakley Financial Group, LLC	157.12K	Jun 30, 26	-4.96K	0.37%
Cetera Investment Advisers	155.95K	Jun 30, 26	+19.30K	0.37%
MA Private Wealth	155.83K	Jun 30, 26	-8.81K	0.37%
AlphaCore Capital LLC	147.17K	Jun 30, 26	-13.30K	0.35%
Janney Montgomery Scott LLC	145.21K	Jun 30, 26	+24.59K	0.34%
GUARDIAN WEALTH ADVISORS, LLC / NC	141.94K	Jun 30, 26	-16.81K	0.33%
Aptus Capital Advisors, LLC	141.94K	Jun 30, 26	-16.81K	0.33%
Fortitude Financial, LLC	135.40K	Jun 30, 26	-13.94K	0.32%
ENVESTNET ASSET MANAGEMENT INC	133.40K	Jun 30, 26	+30.80K	0.31%
FIRST FOUNDATION ADVISORS	125.63K	Jun 30, 26	-4.43K	0.29%
Cambridge Investment Research Advisors, Inc.	119.22K	Jun 30, 26	+15.94K	0.28%
New England Capital Financial Advisors LLC	116.11K	Jun 30, 26	+1.74K	0.27%
Kestra Advisory Services, LLC	113.21K	Jun 30, 26	-8.23K	0.27%
Spartan Wealth Advisory Services LLC	110.33K	Jun 30, 26	+3.99K	0.26%
ARQ WEALTH ADVISORS, LLC	110.22K	Jun 30, 26	+7.35K	0.26%
D.A. DAVIDSON & CO.	107.65K	Jun 30, 26	-195	0.25%
Vertex Planning Partners, LLC	98.50K	Jun 30, 26	+5.14K	0.23%
Prospera Financial Services Inc	97.72K	Jun 30, 26	+36.10K	0.23%
JANE STREET GROUP, LLC	96.79K	Jun 30, 26	-317.10K	0.23%
Mason & Associates Inc	89.55K	Jun 30, 26	-2.26K	0.21%
Focus Financial Network, Inc.	88.95K	Jun 30, 26	-10.67K	0.21%
Creative Planning	82.70K	Jun 30, 26	+988	0.19%
JONES FINANCIAL COMPANIES LLLP	73.99K	Jun 30, 26	+56.84K	0.17%
WILEY BROS.-AINTREE CAPITAL, LLC	72.12K	Jun 30, 26	+2.25K	0.17%
Mariner, LLC	67.84K	Jun 30, 26	-125.70K	0.16%
WATERSHED PRIVATE WEALTH LLC	63.73K	Jun 30, 26	-5.39K	0.15%
Quadcap Wealth Management, LLC	58.07K	Jun 30, 26	--	0.14%
SoundView Advisors Inc.	58.05K	Jun 30, 26	+1.07K	0.14%
Rockefeller Capital Management L.P.	57.69K	Jun 30, 26	-6.89K	0.14%
Savant Capital, LLC	52.37K	Jun 30, 26	+52.37K	0.12%
Flaharty Asset Management, LLC	50.95K	Jun 30, 26	-706.32K	0.12%
NewEdge Advisors, LLC	48.48K	Jun 30, 26	+2.54K	0.11%
DIVERSIFY WEALTH MANAGEMENT, LLC	45.96K	Jun 30, 26	+2.50K	0.11%
Diversify Advisory Services, LLC	45.96K	Jun 30, 26	+45.96K	0.11%
Sigma Planning Corp	45.83K	Jun 30, 26	+4.95K	0.11%
Total Clarity Wealth Management, Inc.	45.79K	Jun 30, 26	-93.32K	0.11%
IFC & Insurance Marketing, Inc.	43.95K	Jun 30, 26	+2.59K	0.10%
WealthCare Investment Partners, LLC	41.60K	Jun 30, 26	-2.56K	0.10%
Scarborough Advisors, LLC	40.02K	Jun 30, 26	-227	0.09%
Sowell Financial Services LLC	38.02K	Jun 30, 26	+38.02K	0.09%
OLD MISSION CAPITAL LLC	35.81K	Jun 30, 26	+10.33K	0.08%
Fortis Capital Advisors, LLC	35.37K	Jun 30, 26	-7.93K	0.08%
Belpointe Asset Management LLC	35.37K	Jun 30, 26	-7.93K	0.08%
Nicholas Hoffman & Company, LLC.	35.15K	Jun 30, 26	--	0.08%
Coastline Trust Co	32.21K	Jun 30, 26	+1.79K	0.08%
Stratos Wealth Partners, LTD.	30.46K	Jun 30, 26	+11.53K	0.07%
Redwood Financial Network Corp	29.40K	Jun 30, 26	-118	0.07%
FINANCIAL LIFE ADVISORS	28.90K	Jun 30, 26	-15.51K	0.07%
SRS Capital Advisors, Inc.	28.71K	Jun 30, 26	+28.23K	0.07%
CoreCap Advisors, LLC	28.58K	Jun 30, 26	-2.12K	0.07%
Brand Asset Management Group, Inc.	27.44K	Jun 30, 26	-1.25K	0.06%
MANAGED ASSET PORTFOLIOS, LLC	27.07K	Jun 30, 26	+840	0.06%
TD PRIVATE CLIENT WEALTH LLC	26.92K	Jun 30, 26	+24.22K	0.06%
Merit Financial Group, LLC	24.52K	Jun 30, 26	-91	0.06%
THRIVENT FINANCIAL FOR LUTHERANS	24.38K	Jun 30, 26	+104	0.06%
Miracle Mile Advisors, LLC	24.28K	Jun 30, 26	--	0.06%
CreativeOne Wealth, LLC	23.02K	Jun 30, 26	+320	0.05%
WESCAP Management Group, Inc.	22.89K	Jun 30, 26	+3.29K	0.05%
JPMORGAN CHASE & CO	22.61K	Jun 30, 26	+33	0.05%
Cresset Asset Management, LLC	22.51K	Jun 30, 26	-64	0.05%
Western Wealth Management, LLC	22.13K	Jun 30, 26	+2	0.05%
FMR LLC	21.80K	Jun 30, 26	+1.41K	0.05%
Advisory Services Network, LLC	20.66K	Jun 30, 26	+197	0.05%
Spectrum Wealth Advisory Group, LLC	20.32K	Jun 30, 26	+20.32K	0.05%
Farther Finance Advisors, LLC	19.20K	Jun 30, 26	-687	0.05%
EverSource Wealth Advisors, LLC	18.97K	Jun 30, 26	+2.89K	0.04%
Gladstone Institutional Advisory LLC	18.84K	Jun 30, 26	-382	0.04%
Arkadios Wealth Advisors	18.60K	Jun 30, 26	-207	0.04%
Cornerstone Wealth Management, LLC	18.39K	Jun 30, 26	+1.13K	0.04%
PETRA FINANCIAL ADVISORS INC	17.89K	Jun 30, 26	+9.65K	0.04%
BROWN ADVISORY INC	17.51K	Jun 30, 26	--	0.04%
Telos Capital Management, Inc.	17.20K	Jun 30, 26	-2.44K	0.04%
OXFORD FINANCIAL GROUP LTD	17.18K	Jun 30, 26	--	0.04%
Cypress Wealth Services, LLC	16.76K	Jun 30, 26	+162	0.04%
ARIEL INVESTMENTS, LLC	16.67K	Jun 30, 26	+8.21K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	16.22K	Jun 30, 26	-42	0.04%
RFG Advisory, LLC	15.64K	Jun 30, 26	-1.16K	0.04%
LaFleur & Godfrey LLC	15.51K	Jun 30, 26	+83	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	15.13K	Jun 30, 26	+1.19K	0.04%
EASTERN BANK	14.89K	Jun 30, 26	-3.54K	0.03%
WAYSTONE ADVISORS LLC	14.52K	Jun 30, 26	+14.52K	0.03%
United Advisor Group, LLC	14.42K	Jun 30, 26	-25.71K	0.03%
Pacific Sage Partners, LLC	14.40K	Jun 30, 26	+1.56K	0.03%
Equitable Holdings, Inc.	14.37K	Jun 30, 26	-1.47K	0.03%
Amplius Wealth Advisors, LLC	14.36K	Jun 30, 26	+2.44K	0.03%
CITADEL ADVISORS LLC	14.23K	Jun 30, 26	+14.23K	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	12.51K	Jun 30, 26	+2.65K	0.03%
GW HENSSLER & ASSOCIATES LTD	12.29K	Jun 30, 26	--	0.03%
Legacy Financial Advisors, Inc.	11.71K	Jun 30, 26	-15.29K	0.03%
PlanVest Financial, Inc	11.50K	Jun 30, 26	+120	0.03%
Koss-Olinger Consulting, LLC	11.44K	Jun 30, 26	-2.81K	0.03%
MYECFO, LLC	10.59K	Jun 30, 26	--	0.02%
MML INVESTORS SERVICES, LLC	10.44K	Jun 30, 26	+4.26K	0.02%
Westside Investment Management, Inc.	9.88K	Jun 30, 26	+100	0.02%
Essential Partners LLC	9.62K	Jun 30, 26	--	0.02%
Pure Financial Advisors, LLC	9.09K	Jun 30, 26	-558	0.02%
PRINCIPAL SECURITIES, INC.	9.06K	Jun 30, 26	+2.96K	0.02%
TRUIST FINANCIAL CORP	8.64K	Jun 30, 26	+8.64K	0.02%
McAdam, LLC	8.29K	Jun 30, 26	-251	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	7.12K	Jun 30, 26	+7.12K	0.02%
NORTHERN TRUST CORP	7.03K	Jun 30, 26	--	0.02%
MISSION WEALTH MANAGEMENT, LP	6.69K	Jun 30, 26	--	0.02%
Snider Financial Group	6.66K	Jun 30, 26	-1.81K	0.02%
Smithfield Trust Co	6.53K	Jun 30, 26	-75	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6.50K	Jun 30, 26	--	0.02%
Wealthspire Advisors, LLC	6.47K	Jun 30, 26	+6.47K	0.02%
ONE Advisory Partners, LLC	6.26K	Jun 30, 26	-204	0.01%
Ridgeline Wealth Planning, LLC	6.19K	Jun 30, 26	-450	0.01%
Ausdal Financial Partners, Inc.	5.69K	Jun 30, 26	+623	0.01%
Diversified Enterprises, LLC	5.57K	Jun 30, 26	--	0.01%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.	5.38K	Jun 30, 26	--	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	5.14K	Jun 30, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.09K	Jun 30, 26	-303	0.01%
Range Advisory, LLC	4.93K	Jun 30, 26	--	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.81K	Jun 30, 26	-155.87K	0.01%
Forum Financial Management, LP	4.74K	Jun 30, 26	+4.74K	0.01%
FIFTH THIRD BANCORP	4.66K	Jun 30, 26	+987	0.01%
VICUS CAPITAL	4.60K	Jun 30, 26	+4.60K	0.01%
Integrated Wealth Concepts LLC	4.59K	Jun 30, 26	+4.59K	0.01%
Buckingham Strategic Partners	4.58K	Jun 30, 26	+4.58K	0.01%
Waverly Advisors, LLC	4.45K	Jun 30, 26	+4.45K	0.01%
Tennessee Valley Asset Management Partners	4.41K	Jun 30, 26	+4.41K	0.01%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	4.41K	Jun 30, 26	+4.41K	0.01%
BSW Wealth Partners	4.38K	Jun 30, 26	-1.01K	0.01%
Quantinno Capital Management LP	4.25K	Jun 30, 26	+4.25K	0.01%
Navigoe, LLC	4.21K	Jun 30, 26	--	0.01%
Nuveen, LLC	4.16K	Jun 30, 26	+4.16K	0.01%
DAVENPORT & Co LLC	4.10K	Jun 30, 26	+4.10K	0.01%
BYRNE FINANCIAL FREEDOM, LLC	4.00K	Jun 30, 26	+4.00K	0.01%
Omega Financial Group, LLC	3.96K	Jun 30, 26	+3.96K	0.01%
AQR CAPITAL MANAGEMENT LLC	3.91K	Jun 30, 26	+3.91K	0.01%
Bogart Wealth, LLC	3.83K	Jun 30, 26	+386	0.01%
Smartleaf Asset Management LLC	3.08K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	2.88K	Jun 30, 26	+2.88K	0.01%
KERR FINANCIAL PLANNING Corp	2.76K	Jun 30, 26	-579	0.01%
ATLAS CAPITAL ADVISORS LLC	2.57K	Jun 30, 26	--	0.01%
Allworth Financial LP	2.19K	Jun 30, 26	-284	0.01%
Pinnacle Bancorp, Inc.	1.82K	Jun 30, 26	--	0.00%
Bernard Wealth Management Corp.	1.70K	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	1.30K	Jun 30, 26	-47	0.00%
Battery Global Advisors, LLC	1.24K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.18K	Jun 30, 26	--	0.00%
Graney & King, LLC	1.09K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.05K	Jun 30, 26	-27	0.00%
Global Retirement Partners, LLC	851	Jun 30, 26	+851	0.00%
MCF Advisors LLC	790	Jun 30, 26	+790	0.00%
ALERUS FINANCIAL NA	720	Jun 30, 26	--	0.00%
Larson Financial Group LLC	653	Jun 30, 26	-64	0.00%
Key Capital Management, INC	603	Jun 30, 26	-10	0.00%
Investment Research & Advisory Group, Inc.	569	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	556	Jun 30, 26	--	0.00%
Abound Wealth Management	525	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	473	Jun 30, 26	--	0.00%
Hartford Financial Management Inc.	426	Jun 30, 26	+426	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	274	Jun 30, 26	+274	0.00%
Steward Partners Investment Advisory, LLC	247	Jun 30, 26	-30	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	146	Jun 30, 26	-79	0.00%
Tidemark, LLC	109	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	108	Jun 30, 26	--	0.00%
IFP Advisors, Inc	106	Jun 30, 26	--	0.00%
Main Management LLC	60	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	34	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	16	Jun 30, 26	-358	0.00%
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-454	--
Stone House Investment Management, LLC	--	Jun 30, 26	-660	--
Sheridan Capital Management, LLC	--	Jun 30, 26	-23.43K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1.62K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-8.29K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-5.32K	--
Plante Moran Financial Advisors, LLC	--	Jun 30, 26	-3.79K	--
HRT FINANCIAL LP	--	Jun 30, 26	-23.86K	--
Root Financial Partners, LLC	--	Jun 30, 26	-344	--
MAI Capital Management	--	Jun 30, 26	-1.78K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.46M	Mar 31, 26	+10.90K	3.42%
Hennion & Walsh Asset Management, Inc.	959.84K	Mar 31, 26	+291.63K	2.25%
RAYMOND JAMES FINANCIAL INC	950.39K	Mar 31, 26	+35.33K	2.23%
WELLS FARGO & COMPANY/MN	425.11K	Mar 31, 26	+159.34K	1.00%
PLANNING ALTERNATIVES LTD /ADV	385.03K	Mar 31, 26	+60.64K	0.90%
Savvy Advisors, Inc.	339.12K	Mar 31, 26	-52.24K	0.79%
CIBC Bancorp USA Inc.	294.47K	Mar 31, 26	+294.47K	0.69%
Richard P Slaughter Associates Inc	210.59K	Mar 31, 26	+22.41K	0.49%
HighTower Advisors, LLC	194.91K	Mar 31, 26	-2.00K	0.46%
Private Advisor Group, LLC	184.80K	Mar 31, 26	+31.68K	0.43%
LEAVELL INVESTMENT MANAGEMENT, INC.	184.20K	Mar 31, 26	+9.99K	0.43%
Nelson Capital Management, LLC	181.61K	Mar 31, 26	+21.71K	0.43%
Cerity Partners LLC	165.51K	Mar 31, 26	-1.81K	0.39%
MA Private Wealth	164.64K	Mar 31, 26	-4.31K	0.39%
Bleakley Financial Group, LLC	162.09K	Mar 31, 26	-1.84K	0.38%
AlphaCore Capital LLC	160.48K	Mar 31, 26	-8.67K	0.38%
GUARDIAN WEALTH ADVISORS, LLC / NC	158.75K	Mar 31, 26	-9.57K	0.37%
Krilogy Financial LLC	137.10K	Mar 31, 26	+2.64K	0.32%
Janney Montgomery Scott LLC	120.62K	Mar 31, 26	+27.12K	0.28%
D.A. DAVIDSON & CO.	107.84K	Mar 31, 26	-18.30K	0.25%
Cambridge Investment Research Advisors, Inc.	103.28K	Mar 31, 26	+60.55K	0.24%
ENVESTNET ASSET MANAGEMENT INC	102.59K	Mar 31, 26	+7.11K	0.24%
Vertex Planning Partners, LLC	93.36K	Mar 31, 26	-8.76K	0.22%
Creative Planning	81.71K	Mar 31, 26	-6.40K	0.19%
WILEY BROS.-AINTREE CAPITAL, LLC	69.87K	Mar 31, 26	+1.86K	0.16%
Rockefeller Capital Management L.P.	64.58K	Mar 31, 26	-7.84K	0.15%
Quadcap Wealth Management, LLC	58.07K	Mar 31, 26	-130	0.14%
EXENCIAL WEALTH ADVISORS, LLC	57.32K	Mar 31, 26	-2.27K	0.13%
CWM, LLC	48.20K	Mar 31, 26	-546	0.11%
FINANCIAL LIFE ADVISORS	44.40K	Mar 31, 26	-7.92K	0.10%
WealthCare Investment Partners, LLC	44.16K	Mar 31, 26	-5.50K	0.10%
Fortis Capital Advisors, LLC	43.30K	Mar 31, 26	-1.83K	0.10%
Sigma Planning Corp	40.88K	Mar 31, 26	+2.66K	0.10%
Scarborough Advisors, LLC	40.24K	Mar 31, 26	+1.23K	0.09%
Nicholas Hoffman & Company, LLC.	35.15K	Mar 31, 26	+719	0.08%
CoreCap Advisors, LLC	30.70K	Mar 31, 26	-2.17K	0.07%
Brand Asset Management Group, Inc.	28.70K	Mar 31, 26	-2.75K	0.07%
Legacy Financial Advisors, Inc.	27.00K	Mar 31, 26	-6.30K	0.06%
MANAGED ASSET PORTFOLIOS, LLC	26.23K	Mar 31, 26	+6.15K	0.06%
U.S. Capital Wealth Advisors, LLC	26.07K	Mar 31, 26	-421	0.06%
Merit Financial Group, LLC	24.61K	Mar 31, 26	-2.91K	0.06%
Miracle Mile Advisors, LLC	24.28K	Mar 31, 26	-241	0.06%
HRT FINANCIAL LP	23.86K	Mar 31, 26	+23.86K	0.06%
JPMORGAN CHASE & CO	22.58K	Mar 31, 26	-8.55K	0.05%
Cresset Asset Management, LLC	22.57K	Mar 31, 26	+140	0.05%
Gladstone Institutional Advisory LLC	19.23K	Mar 31, 26	-109.08K	0.05%
Stratos Wealth Partners, LTD.	18.93K	Mar 31, 26	+18.93K	0.04%
EASTERN BANK	18.43K	Mar 31, 26	-7.70K	0.04%
Cornerstone Wealth Management, LLC	17.25K	Mar 31, 26	+1.71K	0.04%
JONES FINANCIAL COMPANIES LLLP	17.15K	Mar 31, 26	+17.15K	0.04%
Cypress Wealth Services, LLC	16.60K	Mar 31, 26	-1.70K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	16.26K	Mar 31, 26	-48	0.04%
Equitable Holdings, Inc.	15.84K	Mar 31, 26	+1.23K	0.04%
McIlrath & Eck, LLC	15.29K	Mar 31, 26	-234	0.04%
Koss-Olinger Consulting, LLC	14.25K	Mar 31, 26	-370	0.03%
GW HENSSLER & ASSOCIATES LTD	12.29K	Mar 31, 26	--	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.86K	Mar 31, 26	+3.92K	0.02%
Pure Financial Advisors, LLC	9.65K	Mar 31, 26	-1.16K	0.02%
McAdam, LLC	8.54K	Mar 31, 26	-23	0.02%
Snider Financial Group	8.47K	Mar 31, 26	-700	0.02%
NORTHERN TRUST CORP	7.03K	Mar 31, 26	-1.17K	0.02%
MISSION WEALTH MANAGEMENT, LP	6.69K	Mar 31, 26	-843	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6.50K	Mar 31, 26	--	0.02%
ONE Advisory Partners, LLC	6.47K	Mar 31, 26	-1.01K	0.02%
MML INVESTORS SERVICES, LLC	6.18K	Mar 31, 26	-306	0.01%
PRINCIPAL SECURITIES, INC.	6.10K	Mar 31, 26	-381	0.01%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.	5.38K	Mar 31, 26	--	0.01%
Qube Research & Technologies Ltd	5.32K	Mar 31, 26	-2.04K	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	5.14K	Mar 31, 26	--	0.01%
Plante Moran Financial Advisors, LLC	3.79K	Mar 31, 26	+3.79K	0.01%
Bogart Wealth, LLC	3.44K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	3.08K	Mar 31, 26	+3.08K	0.01%
TD PRIVATE CLIENT WEALTH LLC	2.70K	Mar 31, 26	+2.70K	0.01%
Allworth Financial LP	2.47K	Mar 31, 26	+236	0.01%
Pinnacle Bancorp, Inc.	1.82K	Mar 31, 26	--	0.00%
MAI Capital Management	1.78K	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1.62K	Mar 31, 26	+1.62K	0.00%
PRIVATE TRUST CO NA	1.18K	Mar 31, 26	+569	0.00%
HARBOUR INVESTMENTS, INC.	1.08K	Mar 31, 26	-526	0.00%
Investment Research & Advisory Group, Inc.	569	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	556	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	485	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	473	Mar 31, 26	+473	0.00%
Tidemark, LLC	109	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	108	Mar 31, 26	--	0.00%
SYON CAPITAL LLC	--	Mar 31, 26	-343.68K	--
ALPS ADVISORS INC	--	Mar 31, 26	-403.54K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-45.28K	--
SMITHBRIDGE ASSET MANAGEMENT INC/DE	--	Mar 31, 26	-9.14K	--
TRUIST FINANCIAL CORP	--	Mar 31, 26	-9.97K	--
O'Brien Wealth Partners LLC	730.97K	Dec 31, 25	-11.88K	1.71%
CIBC Private Wealth Group, LLC	37.95K	Dec 31, 25	+3.28K	0.09%
Northwest Capital Management Inc	5.17K	Dec 31, 25	-37.01K	0.01%
COMERICA BANK	1.93K	Dec 31, 25	-915	0.00%
REDMONT WEALTH ADVISORS LLC	1.50K	Dec 31, 25	-17.73K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-26.48K	--
O'Dell Group, LLC	250.40K	Sep 30, 25	+6.70K	0.59%
FIRST NATIONAL CORP /MA/ /ADV	98.81K	Sep 30, 25	-50	0.23%
Fortress Wealth Management, Inc.	5.91K	Sep 30, 25	-2.24K	0.01%
Sebold Capital Management, Inc.	99.60K	Jun 30, 25	-4.45K	0.23%
AVANTAX ADVISORY SERVICES, INC.	12.91K	Jun 30, 25	+1.49K	0.03%
Raymond James Financial Services Advisors, Inc.	543.01K	Sep 30, 24	-79.84K	1.27%
RAYMOND JAMES & ASSOCIATES	202.12K	Sep 30, 24	+12.07K	0.47%
JANICZEK WEALTH MANAGEMENT, LLC	450.69K	Jun 30, 24	+450.69K	1.06%
Cetera Advisor Networks LLC	63.59K	Mar 31, 24	+4.50K	0.15%
WADE G W & INC	86.42K	Dec 31, 23	+76.20K	0.20%
FOCUS FINANCIAL NETWORK INC /ADV	71.66K	Dec 31, 23	+71.66K	0.17%
Resource Planning Group	33.17K	Dec 31, 23	-3.97K	0.08%
Simplicity Solutions, LLC	7.61K	Dec 31, 23	+7.61K	0.02%
American Portfolios Advisors	1.85K	Sep 30, 22	--	0.00%
Advisor Group, Inc.	6.20K	Dec 31, 19	+5.25K	0.01%
Virtu KCG Holdings LLC	25.66K	Jun 30, 17	+25.66K	0.06%

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Holder

Date

Change

% Held

MORGAN STANLEY

3.56M

Jun 30, 26

+395.13K

8.34%

BANK OF AMERICA CORP /DE/

3.53M

Jun 30, 26

+103.53K

8.28%

Boulay Financial Advisors, LLC

2.23M

Jun 30, 26

-344.03K

5.22%

CIBC Bancorp USA Inc.

1.84M

Jun 30, 26

+1.55M

4.31%

LPL Financial LLC

1.60M

Jun 30, 26

+257.55K

3.75%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.40M

Jun 30, 26

-53.83K

3.29%

RAYMOND JAMES FINANCIAL INC

1.06M

Jun 30, 26

+113.41K

2.49%

Hennion & Walsh Asset Management, Inc.

1.01M

Jun 30, 26

+48.90K

2.36%

Marotta Asset Management

818.67K

Jun 30, 26

-53.39K

1.92%

Modern Wealth Management, LLC

698.04K

Jun 30, 26

+698.04K

1.64%

COMMONWEALTH EQUITY SERVICES, LLC

638.32K

Jun 30, 26

+187.89K

1.50%

AMERIPRISE FINANCIAL INC

555.59K

Jun 30, 26

+97.70K

1.30%

WELLS FARGO & COMPANY/MN

512.19K

Jun 30, 26

+87.08K

1.20%

Prism Advisors, Inc.

399.00K

Jun 30, 26

-81.37K

0.94%

PLANNING ALTERNATIVES LTD /ADV

391.64K

Jun 30, 26

+6.61K

0.92%

UBS Group AG

352.16K

Jun 30, 26

+4.39K

0.83%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

320.04K

Jun 30, 26

0.75%

Savvy Advisors, Inc.

317.17K

Jun 30, 26

-21.95K

0.74%

MERCER GLOBAL ADVISORS INC /ADV

310.42K

Jun 30, 26

-10.58K

0.73%

Penserra Capital Management LLC

306.30K

Jun 30, 26

-62.05K

0.72%

Richard P Slaughter Associates Inc

257.83K

Jun 30, 26

+47.24K

0.60%

Sanctuary Advisors, LLC

254.46K

Jun 30, 26

-134

0.60%

ROYAL BANK OF CANADA

253.48K

Jun 30, 26

+22.63K

0.59%

CENTRAL TRUST Co

248.82K

Jun 30, 26

-8.23K

0.58%

Private Advisor Group, LLC

239.37K

Jun 30, 26

+54.57K

0.56%

ADVISOR GROUP HOLDINGS, INC.

238.11K

Jun 30, 26

+11.39K

0.56%

Pine Valley Investments Ltd Liability Co

228.12K

Jun 30, 26

+6.81K

0.53%

CAPITAL PERFORMANCE ADVISORS LLP

208.26K

Jun 30, 26

-4.78K

0.49%

Kingsview Wealth Management, LLC

207.01K

Jun 30, 26

+15.35K

0.49%

Colony Group, LLC

199.31K

Jun 30, 26

+8.47K

0.47%

McKinley Carter Wealth Services, Inc.

197.49K

Jun 30, 26

+2.79K

0.46%

Krilogy Financial LLC

192.94K

Jun 30, 26

+55.84K

0.45%

Highland Financial Advisors, LLC

190.60K

Jun 30, 26

+14.43K

0.45%

Wealthcare Advisory Partners LLC

190.54K

Jun 30, 26

-4.19K

0.45%

HighTower Advisors, LLC

188.23K

Jun 30, 26

-6.68K

0.44%

Nelson Capital Management, LLC

186.37K

Jun 30, 26

+4.76K

0.44%

Benchmark Financial Wealth Advisors, LLC

179.05K

Jun 30, 26

+12.01K

0.42%

Aprio Wealth Management, LLC

170.56K

Jun 30, 26

+149.58K

0.40%

LEAVELL INVESTMENT MANAGEMENT, INC.

167.97K

Jun 30, 26

-16.23K

0.39%

Cerity Partners LLC

165.87K

Jun 30, 26

+358

0.39%

STIFEL FINANCIAL CORP

159.27K

Jun 30, 26

-14.77K

0.37%

Breakwater Capital Group

157.43K

Jun 30, 26

-10.93K

0.37%

Bleakley Financial Group, LLC

157.12K

Jun 30, 26

-4.96K

0.37%

Cetera Investment Advisers

155.95K

Jun 30, 26

+19.30K

0.37%

MA Private Wealth

155.83K

Jun 30, 26

-8.81K

0.37%

AlphaCore Capital LLC

147.17K

Jun 30, 26

-13.30K

0.35%

Janney Montgomery Scott LLC

145.21K

Jun 30, 26

+24.59K

0.34%

GUARDIAN WEALTH ADVISORS, LLC / NC

141.94K

Jun 30, 26

-16.81K

0.33%

Aptus Capital Advisors, LLC

141.94K

Jun 30, 26

-16.81K

0.33%

Fortitude Financial, LLC

135.40K

Jun 30, 26

-13.94K

0.32%

ENVESTNET ASSET MANAGEMENT INC

133.40K

Jun 30, 26

+30.80K

0.31%

FIRST FOUNDATION ADVISORS

125.63K

Jun 30, 26

-4.43K

0.29%

Cambridge Investment Research Advisors, Inc.

119.22K

Jun 30, 26

+15.94K

0.28%

New England Capital Financial Advisors LLC

116.11K

Jun 30, 26

+1.74K

0.27%

Kestra Advisory Services, LLC

113.21K

Jun 30, 26

-8.23K

0.27%

Spartan Wealth Advisory Services LLC

110.33K

Jun 30, 26

+3.99K

0.26%

ARQ WEALTH ADVISORS, LLC

110.22K

Jun 30, 26

+7.35K

0.26%

D.A. DAVIDSON & CO.

107.65K

Jun 30, 26

-195

0.25%

Vertex Planning Partners, LLC

98.50K

Jun 30, 26

+5.14K

0.23%

Prospera Financial Services Inc

97.72K

Jun 30, 26

+36.10K

0.23%

JANE STREET GROUP, LLC

96.79K

Jun 30, 26

-317.10K

0.23%

Mason & Associates Inc

89.55K

Jun 30, 26

-2.26K

0.21%

Focus Financial Network, Inc.

88.95K

Jun 30, 26

-10.67K

0.21%

Creative Planning

82.70K

Jun 30, 26

+988

0.19%

JONES FINANCIAL COMPANIES LLLP

73.99K

Jun 30, 26

+56.84K

0.17%

WILEY BROS.-AINTREE CAPITAL, LLC

72.12K

Jun 30, 26

+2.25K

0.17%

Mariner, LLC

67.84K

Jun 30, 26

-125.70K

0.16%

WATERSHED PRIVATE WEALTH LLC

63.73K

Jun 30, 26

-5.39K

0.15%

Quadcap Wealth Management, LLC

58.07K

Jun 30, 26

0.14%

SoundView Advisors Inc.

58.05K

Jun 30, 26

+1.07K

0.14%

Rockefeller Capital Management L.P.

57.69K

Jun 30, 26

-6.89K

0.14%

Savant Capital, LLC

52.37K

Jun 30, 26

+52.37K

0.12%

Flaharty Asset Management, LLC

50.95K

Jun 30, 26

-706.32K

0.12%

NewEdge Advisors, LLC

48.48K

Jun 30, 26

+2.54K

0.11%

DIVERSIFY WEALTH MANAGEMENT, LLC

45.96K

Jun 30, 26

+2.50K

0.11%

Diversify Advisory Services, LLC

45.96K

Jun 30, 26

+45.96K

0.11%

Sigma Planning Corp

45.83K

Jun 30, 26

+4.95K

0.11%

Total Clarity Wealth Management, Inc.

45.79K

Jun 30, 26

-93.32K

0.11%

IFC & Insurance Marketing, Inc.

43.95K

Jun 30, 26

+2.59K

0.10%

WealthCare Investment Partners, LLC

41.60K

Jun 30, 26

-2.56K

0.10%

Scarborough Advisors, LLC

40.02K

Jun 30, 26

-227

0.09%

Sowell Financial Services LLC

38.02K

Jun 30, 26

+38.02K

0.09%

OLD MISSION CAPITAL LLC

35.81K

Jun 30, 26

+10.33K

0.08%

Fortis Capital Advisors, LLC

35.37K

Jun 30, 26

-7.93K

0.08%

Belpointe Asset Management LLC

35.37K

Jun 30, 26

-7.93K

0.08%

Nicholas Hoffman & Company, LLC.

35.15K

Jun 30, 26

0.08%

Coastline Trust Co

32.21K

Jun 30, 26

+1.79K

0.08%

Stratos Wealth Partners, LTD.

30.46K

Jun 30, 26

+11.53K

0.07%

Redwood Financial Network Corp

29.40K

Jun 30, 26

-118

0.07%

FINANCIAL LIFE ADVISORS

28.90K

Jun 30, 26

-15.51K

0.07%

SRS Capital Advisors, Inc.

28.71K

Jun 30, 26

+28.23K

0.07%

CoreCap Advisors, LLC

28.58K

Jun 30, 26

-2.12K

0.07%

Brand Asset Management Group, Inc.

27.44K

Jun 30, 26

-1.25K

0.06%

MANAGED ASSET PORTFOLIOS, LLC

27.07K

Jun 30, 26

+840

0.06%

TD PRIVATE CLIENT WEALTH LLC

26.92K

Jun 30, 26

+24.22K

0.06%

Merit Financial Group, LLC

24.52K

Jun 30, 26

-91

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

24.38K

Jun 30, 26

+104

0.06%

Miracle Mile Advisors, LLC

24.28K

Jun 30, 26

0.06%

CreativeOne Wealth, LLC

23.02K

Jun 30, 26

+320

0.05%

WESCAP Management Group, Inc.

22.89K

Jun 30, 26

+3.29K

0.05%

JPMORGAN CHASE & CO

22.61K

Jun 30, 26

+33

0.05%

Cresset Asset Management, LLC

22.51K

Jun 30, 26

-64

0.05%

Western Wealth Management, LLC

22.13K

Jun 30, 26

0.05%

FMR LLC

21.80K

Jun 30, 26

+1.41K

0.05%

Advisory Services Network, LLC

20.66K

Jun 30, 26

+197

0.05%

Spectrum Wealth Advisory Group, LLC

20.32K

Jun 30, 26

+20.32K

0.05%

Farther Finance Advisors, LLC

19.20K

Jun 30, 26

-687

0.05%

EverSource Wealth Advisors, LLC

18.97K

Jun 30, 26

+2.89K

0.04%

Gladstone Institutional Advisory LLC

18.84K

Jun 30, 26

-382

0.04%

Arkadios Wealth Advisors

18.60K

Jun 30, 26

-207

0.04%

Cornerstone Wealth Management, LLC

18.39K

Jun 30, 26

+1.13K

0.04%

PETRA FINANCIAL ADVISORS INC

17.89K

Jun 30, 26

+9.65K

0.04%

BROWN ADVISORY INC

17.51K

Jun 30, 26

0.04%

Telos Capital Management, Inc.

17.20K

Jun 30, 26

-2.44K

0.04%

OXFORD FINANCIAL GROUP LTD

17.18K

Jun 30, 26

0.04%

Cypress Wealth Services, LLC

16.76K

Jun 30, 26

+162

0.04%

ARIEL INVESTMENTS, LLC

16.67K

Jun 30, 26

+8.21K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

16.22K

Jun 30, 26

-42

0.04%

RFG Advisory, LLC

15.64K

Jun 30, 26

-1.16K

0.04%

LaFleur & Godfrey LLC

15.51K

Jun 30, 26

+83

0.04%

RETIREMENT PLANNING GROUP, LLC / NY

15.13K

Jun 30, 26

+1.19K

0.04%

EASTERN BANK

14.89K

Jun 30, 26

-3.54K

0.03%

WAYSTONE ADVISORS LLC

14.52K

Jun 30, 26

+14.52K

0.03%

United Advisor Group, LLC

14.42K

Jun 30, 26

-25.71K

0.03%

Pacific Sage Partners, LLC

14.40K

Jun 30, 26

+1.56K

0.03%

Equitable Holdings, Inc.

14.37K

Jun 30, 26

-1.47K

0.03%

Amplius Wealth Advisors, LLC

14.36K

Jun 30, 26

+2.44K

0.03%

CITADEL ADVISORS LLC

14.23K

Jun 30, 26

+14.23K

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

12.51K

Jun 30, 26

+2.65K

0.03%

GW HENSSLER & ASSOCIATES LTD

12.29K

Jun 30, 26

0.03%

Legacy Financial Advisors, Inc.

11.71K

Jun 30, 26

-15.29K

0.03%

PlanVest Financial, Inc

11.50K

Jun 30, 26

+120

0.03%

Koss-Olinger Consulting, LLC

11.44K

Jun 30, 26

-2.81K

0.03%

MYECFO, LLC

10.59K

Jun 30, 26

0.02%

MML INVESTORS SERVICES, LLC

10.44K

Jun 30, 26

+4.26K

0.02%

Westside Investment Management, Inc.

9.88K

Jun 30, 26

+100

0.02%

Essential Partners LLC

9.62K

Jun 30, 26

0.02%

Pure Financial Advisors, LLC

9.09K

Jun 30, 26

-558

0.02%

PRINCIPAL SECURITIES, INC.

9.06K

Jun 30, 26

+2.96K

0.02%

TRUIST FINANCIAL CORP

8.64K

Jun 30, 26

+8.64K

0.02%

McAdam, LLC

8.29K

Jun 30, 26

-251

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

7.12K

Jun 30, 26

+7.12K

0.02%

NORTHERN TRUST CORP

7.03K

Jun 30, 26

0.02%

MISSION WEALTH MANAGEMENT, LP

6.69K

Jun 30, 26

0.02%

Snider Financial Group

6.66K

Jun 30, 26

-1.81K

0.02%

Smithfield Trust Co

6.53K

Jun 30, 26

-75

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

6.50K

Jun 30, 26

0.02%

Wealthspire Advisors, LLC

6.47K

Jun 30, 26

+6.47K

0.02%

ONE Advisory Partners, LLC

6.26K

Jun 30, 26

-204

0.01%

Ridgeline Wealth Planning, LLC

6.19K

Jun 30, 26

-450

0.01%

Ausdal Financial Partners, Inc.

5.69K

Jun 30, 26

+623

0.01%

Diversified Enterprises, LLC

5.57K

Jun 30, 26

0.01%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

5.38K

Jun 30, 26

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

5.14K

Jun 30, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.09K

Jun 30, 26

-303

0.01%

Range Advisory, LLC

4.93K

Jun 30, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

4.81K

Jun 30, 26

-155.87K

0.01%

Forum Financial Management, LP

4.74K

Jun 30, 26

+4.74K

0.01%

FIFTH THIRD BANCORP

4.66K

Jun 30, 26

+987

0.01%

VICUS CAPITAL

4.60K

Jun 30, 26

+4.60K

0.01%

Integrated Wealth Concepts LLC

4.59K

Jun 30, 26

+4.59K

0.01%

Buckingham Strategic Partners

4.58K

Jun 30, 26

+4.58K

0.01%

Waverly Advisors, LLC

4.45K

Jun 30, 26

+4.45K

0.01%

Tennessee Valley Asset Management Partners

4.41K

Jun 30, 26

+4.41K

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

4.41K

Jun 30, 26

+4.41K

0.01%

BSW Wealth Partners

4.38K

Jun 30, 26

-1.01K

0.01%

Quantinno Capital Management LP

4.25K

Jun 30, 26

+4.25K

0.01%

Navigoe, LLC

4.21K

Jun 30, 26

0.01%

Nuveen, LLC

4.16K

Jun 30, 26

+4.16K

0.01%

DAVENPORT & Co LLC

4.10K

Jun 30, 26

+4.10K

0.01%

BYRNE FINANCIAL FREEDOM, LLC

4.00K

Jun 30, 26

+4.00K

0.01%

Omega Financial Group, LLC

3.96K

Jun 30, 26

+3.96K

0.01%

AQR CAPITAL MANAGEMENT LLC

3.91K

Jun 30, 26

+3.91K

0.01%

Bogart Wealth, LLC

3.83K

Jun 30, 26

+386

0.01%

Smartleaf Asset Management LLC

3.08K

Jun 30, 26

0.01%

IFG Advisory, LLC

2.88K

Jun 30, 26

+2.88K

0.01%

KERR FINANCIAL PLANNING Corp

2.76K

Jun 30, 26

-579

0.01%

ATLAS CAPITAL ADVISORS LLC

2.57K

Jun 30, 26

0.01%

Allworth Financial LP

2.19K

Jun 30, 26

-284

0.01%

Pinnacle Bancorp, Inc.

1.82K

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

1.70K

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

1.30K

Jun 30, 26

-47

0.00%

Battery Global Advisors, LLC

1.24K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.18K

Jun 30, 26

0.00%

Graney & King, LLC

1.09K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.05K

Jun 30, 26

-27

0.00%

Global Retirement Partners, LLC

851

Jun 30, 26

+851

0.00%

MCF Advisors LLC

790

Jun 30, 26

+790

0.00%

ALERUS FINANCIAL NA

720

Jun 30, 26

0.00%

Larson Financial Group LLC

653

Jun 30, 26

-64

0.00%

Key Capital Management, INC

603

Jun 30, 26

-10

0.00%

Investment Research & Advisory Group, Inc.

569

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

556

Jun 30, 26

0.00%

Abound Wealth Management

525

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

473

Jun 30, 26

0.00%

Hartford Financial Management Inc.

426

Jun 30, 26

+426

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

274

Jun 30, 26

+274

0.00%

Steward Partners Investment Advisory, LLC

247

Jun 30, 26

-30

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

146

Jun 30, 26

-79

0.00%

Tidemark, LLC

109

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

108

Jun 30, 26

0.00%

IFP Advisors, Inc

106

Jun 30, 26

0.00%

Main Management LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

-358

0.00%

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-454

Stone House Investment Management, LLC

Jun 30, 26

-660

Sheridan Capital Management, LLC

Jun 30, 26

-23.43K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.62K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-8.29K

Qube Research & Technologies Ltd

Jun 30, 26

-5.32K

Plante Moran Financial Advisors, LLC

Jun 30, 26

-3.79K

HRT FINANCIAL LP

Jun 30, 26

-23.86K

Root Financial Partners, LLC

Jun 30, 26

-344

MAI Capital Management

Jun 30, 26

-1.78K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.46M

Mar 31, 26

+10.90K

3.42%

Hennion & Walsh Asset Management, Inc.

959.84K

Mar 31, 26

+291.63K

2.25%

RAYMOND JAMES FINANCIAL INC

950.39K

Mar 31, 26

+35.33K

2.23%

WELLS FARGO & COMPANY/MN

425.11K

Mar 31, 26

+159.34K

1.00%

PLANNING ALTERNATIVES LTD /ADV

385.03K

Mar 31, 26

+60.64K

0.90%

Savvy Advisors, Inc.

339.12K

Mar 31, 26

-52.24K

0.79%

CIBC Bancorp USA Inc.

294.47K

Mar 31, 26

+294.47K

0.69%

Richard P Slaughter Associates Inc

210.59K

Mar 31, 26

+22.41K

0.49%

HighTower Advisors, LLC

194.91K

Mar 31, 26

-2.00K

0.46%

Private Advisor Group, LLC

184.80K

Mar 31, 26

+31.68K

0.43%

LEAVELL INVESTMENT MANAGEMENT, INC.

184.20K

Mar 31, 26

+9.99K

0.43%

Nelson Capital Management, LLC

181.61K

Mar 31, 26

+21.71K

0.43%

Cerity Partners LLC

165.51K

Mar 31, 26

-1.81K

0.39%

MA Private Wealth

164.64K

Mar 31, 26

-4.31K

0.39%

Bleakley Financial Group, LLC

162.09K

Mar 31, 26

-1.84K

0.38%

AlphaCore Capital LLC

160.48K

Mar 31, 26

-8.67K

0.38%

GUARDIAN WEALTH ADVISORS, LLC / NC

158.75K

Mar 31, 26

-9.57K

0.37%

Krilogy Financial LLC

137.10K

Mar 31, 26

+2.64K

0.32%

Janney Montgomery Scott LLC

120.62K

Mar 31, 26

+27.12K

0.28%

D.A. DAVIDSON & CO.

107.84K

Mar 31, 26

-18.30K

0.25%

Cambridge Investment Research Advisors, Inc.

103.28K

Mar 31, 26

+60.55K

0.24%

ENVESTNET ASSET MANAGEMENT INC

102.59K

Mar 31, 26

+7.11K

0.24%

Vertex Planning Partners, LLC

93.36K

Mar 31, 26

-8.76K

0.22%

Creative Planning

81.71K

Mar 31, 26

-6.40K

0.19%

WILEY BROS.-AINTREE CAPITAL, LLC

69.87K

Mar 31, 26

+1.86K

0.16%

Rockefeller Capital Management L.P.

64.58K

Mar 31, 26

-7.84K

0.15%

Quadcap Wealth Management, LLC

58.07K

Mar 31, 26

-130

0.14%

EXENCIAL WEALTH ADVISORS, LLC

57.32K

Mar 31, 26

-2.27K

0.13%

CWM, LLC

48.20K

Mar 31, 26

-546

0.11%

FINANCIAL LIFE ADVISORS

44.40K

Mar 31, 26

-7.92K

0.10%

WealthCare Investment Partners, LLC

44.16K

Mar 31, 26

-5.50K

0.10%

Fortis Capital Advisors, LLC

43.30K

Mar 31, 26

-1.83K

0.10%

Sigma Planning Corp

40.88K

Mar 31, 26

+2.66K

0.10%

Scarborough Advisors, LLC

40.24K

Mar 31, 26

+1.23K

0.09%

Nicholas Hoffman & Company, LLC.

35.15K

Mar 31, 26

+719

0.08%

CoreCap Advisors, LLC

30.70K

Mar 31, 26

-2.17K

0.07%

Brand Asset Management Group, Inc.

28.70K

Mar 31, 26

-2.75K

0.07%

Legacy Financial Advisors, Inc.

27.00K

Mar 31, 26

-6.30K

0.06%

MANAGED ASSET PORTFOLIOS, LLC

26.23K

Mar 31, 26

+6.15K

0.06%

U.S. Capital Wealth Advisors, LLC

26.07K

Mar 31, 26

-421

0.06%

Merit Financial Group, LLC

24.61K

Mar 31, 26

-2.91K

0.06%

Miracle Mile Advisors, LLC

24.28K

Mar 31, 26

-241

0.06%

HRT FINANCIAL LP

23.86K

Mar 31, 26

+23.86K

0.06%

JPMORGAN CHASE & CO

22.58K

Mar 31, 26

-8.55K

0.05%

Cresset Asset Management, LLC

22.57K

Mar 31, 26

+140

0.05%

Gladstone Institutional Advisory LLC

19.23K

Mar 31, 26

-109.08K

0.05%

Stratos Wealth Partners, LTD.

18.93K

Mar 31, 26

+18.93K

0.04%

EASTERN BANK

18.43K

Mar 31, 26

-7.70K

0.04%

Cornerstone Wealth Management, LLC

17.25K

Mar 31, 26

+1.71K

0.04%

JONES FINANCIAL COMPANIES LLLP

17.15K

Mar 31, 26

+17.15K

0.04%

Cypress Wealth Services, LLC

16.60K

Mar 31, 26

-1.70K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

16.26K

Mar 31, 26

-48

0.04%

Equitable Holdings, Inc.

15.84K

Mar 31, 26

+1.23K

0.04%

McIlrath & Eck, LLC

15.29K

Mar 31, 26

-234

0.04%

Koss-Olinger Consulting, LLC

14.25K

Mar 31, 26

-370

0.03%

GW HENSSLER & ASSOCIATES LTD

12.29K

Mar 31, 26

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.86K

Mar 31, 26

+3.92K

0.02%

Pure Financial Advisors, LLC

9.65K

Mar 31, 26

-1.16K

0.02%

McAdam, LLC

8.54K

Mar 31, 26

-23

0.02%

Snider Financial Group

8.47K

Mar 31, 26

-700

0.02%

NORTHERN TRUST CORP

7.03K

Mar 31, 26

-1.17K

0.02%

MISSION WEALTH MANAGEMENT, LP

6.69K

Mar 31, 26

-843

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

6.50K

Mar 31, 26

0.02%

ONE Advisory Partners, LLC

6.47K

Mar 31, 26

-1.01K

0.02%

MML INVESTORS SERVICES, LLC

6.18K

Mar 31, 26

-306

0.01%

PRINCIPAL SECURITIES, INC.

6.10K

Mar 31, 26

-381

0.01%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

5.38K

Mar 31, 26

0.01%

Qube Research & Technologies Ltd

5.32K

Mar 31, 26

-2.04K

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

5.14K

Mar 31, 26

0.01%

Plante Moran Financial Advisors, LLC

3.79K

Mar 31, 26

+3.79K

0.01%

Bogart Wealth, LLC

3.44K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

3.08K

Mar 31, 26

+3.08K

0.01%

TD PRIVATE CLIENT WEALTH LLC

2.70K

Mar 31, 26

+2.70K

0.01%

Allworth Financial LP

2.47K

Mar 31, 26

+236

0.01%

Pinnacle Bancorp, Inc.

1.82K

Mar 31, 26

0.00%

MAI Capital Management

1.78K

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

1.62K

Mar 31, 26

+1.62K

0.00%

PRIVATE TRUST CO NA

1.18K

Mar 31, 26

+569

0.00%

HARBOUR INVESTMENTS, INC.

1.08K

Mar 31, 26

-526

0.00%

Investment Research & Advisory Group, Inc.

569

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

556

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

485

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

473

Mar 31, 26

+473

0.00%

Tidemark, LLC

109

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

108

Mar 31, 26

0.00%

SYON CAPITAL LLC

Mar 31, 26

-343.68K

ALPS ADVISORS INC

Mar 31, 26

-403.54K

Diversify Advisory Services, LLC

Mar 31, 26

-45.28K

SMITHBRIDGE ASSET MANAGEMENT INC/DE

Mar 31, 26

-9.14K

TRUIST FINANCIAL CORP

Mar 31, 26

-9.97K

O'Brien Wealth Partners LLC

730.97K

Dec 31, 25

-11.88K

1.71%

CIBC Private Wealth Group, LLC

37.95K

Dec 31, 25

+3.28K

0.09%

Northwest Capital Management Inc

5.17K

Dec 31, 25

-37.01K

0.01%

COMERICA BANK

1.93K

Dec 31, 25

-915

0.00%

REDMONT WEALTH ADVISORS LLC

1.50K

Dec 31, 25

-17.73K

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-26.48K

O'Dell Group, LLC

250.40K

Sep 30, 25

+6.70K

0.59%

FIRST NATIONAL CORP /MA/ /ADV

98.81K

Sep 30, 25

-50

0.23%

Fortress Wealth Management, Inc.

5.91K

Sep 30, 25

-2.24K

0.01%

Sebold Capital Management, Inc.

99.60K

Jun 30, 25

-4.45K

0.23%

AVANTAX ADVISORY SERVICES, INC.

12.91K

Jun 30, 25

+1.49K

0.03%

Raymond James Financial Services Advisors, Inc.

543.01K

Sep 30, 24

-79.84K

1.27%

RAYMOND JAMES & ASSOCIATES

202.12K

Sep 30, 24

+12.07K

0.47%

JANICZEK WEALTH MANAGEMENT, LLC

450.69K

Jun 30, 24

+450.69K

1.06%

Cetera Advisor Networks LLC

63.59K

Mar 31, 24

+4.50K

0.15%

WADE G W & INC

86.42K

Dec 31, 23

+76.20K

0.20%

FOCUS FINANCIAL NETWORK INC /ADV

71.66K

Dec 31, 23

+71.66K

0.17%

Resource Planning Group

33.17K

Dec 31, 23

-3.97K

0.08%

Simplicity Solutions, LLC

7.61K

Dec 31, 23

+7.61K

0.02%

American Portfolios Advisors

1.85K

Sep 30, 22

0.00%

Advisor Group, Inc.

6.20K

Dec 31, 19

+5.25K

0.01%

Virtu KCG Holdings LLC

25.66K

Jun 30, 17

+25.66K

0.06%