BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF)

$50.30—Stale · unknown old

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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF(XHLF)

NYSE • Last print unknown ago

$50.30—Stale · unknown old

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XHLF(XHLF)

XHLF

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

Institutional Ownership

Top 167 Institutional Holders

Holder	Shares	Date	Change	% Held
POTOMAC FUND MANAGEMENT INC /ADV	7.80M	Jun 30, 26	+1.39M	20.24%
Q3 Asset Management	5.43M	Jun 30, 26	+5.43M	14.09%
Carrera Capital Advisors	3.00M	Jun 30, 26	+171.98K	7.77%
BANK OF MONTREAL /CAN/	1.25M	Jun 30, 26	+284.40K	3.25%
TOTAL INVESTMENT MANAGEMENT INC	1.10M	Jun 30, 26	-678.45K	2.86%
Tanager Wealth Management LLP	970.30K	Jun 30, 26	-491.84K	2.52%
BANK OF AMERICA CORP /DE/	885.37K	Jun 30, 26	-60.71K	2.30%
ROYAL BANK OF CANADA	702.43K	Jun 30, 26	+72.86K	1.82%
Pasadena Private Wealth, LLC	612.55K	Jun 30, 26	+612.55K	1.59%
Colony Group, LLC	542.92K	Jun 30, 26	+295.15K	1.41%
JDM Financial Group LLC	498.81K	Jun 30, 26	-33.59K	1.29%
GOLDMAN SACHS GROUP INC	419.64K	Jun 30, 26	-16.19K	1.09%
Advisors Preferred, LLC	378.30K	Jun 30, 26	+99.40K	0.98%
Ameritas Advisory Services, LLC	375.69K	Jun 30, 26	+244.35K	0.97%
SILVER OAK SECURITIES, INCORPORATED	348.55K	Jun 30, 26	-38.09K	0.90%
Signal Advisors Wealth, LLC	308.14K	Jun 30, 26	+91.28K	0.80%
EVERGREEN CAPITAL MANAGEMENT LLC	301.90K	Jun 30, 26	-38.01K	0.78%
DIVERSIFY WEALTH MANAGEMENT, LLC	294.52K	Jun 30, 26	+158.70K	0.76%
Diversify Advisory Services, LLC	294.52K	Jun 30, 26	+294.52K	0.76%
CAMBIENT FAMILY OFFICE, LLC	209.51K	Jun 30, 26	-23.74K	0.54%
Encompass More Asset Management	203.53K	Jun 30, 26	+21.21K	0.53%
eCIO, Inc.	180.39K	Jun 30, 26	+41.60K	0.47%
Fairlight Advisors	180.18K	Jun 30, 26	+180.18K	0.47%
Stadion Money Management, LLC	174.73K	Jun 30, 26	+700	0.45%
Laurel Wealth Advisors LLC	166.80K	Jun 30, 26	+4.95K	0.43%
MORGAN STANLEY	155.06K	Jun 30, 26	-85.98K	0.40%
Cetera Investment Advisers	151.67K	Jun 30, 26	-1.19K	0.39%
Strait & Sound Wealth Management LLC	140.25K	Jun 30, 26	+9.95K	0.36%
Warren Street Wealth Advisors, LLC	136.93K	Jun 30, 26	+11.61K	0.36%
North Forty Two & Co.	119.61K	Jun 30, 26	+19.67K	0.31%
Bulwark Capital Corp	94.66K	Jun 30, 26	-8.70K	0.25%
MML INVESTORS SERVICES, LLC	91.98K	Jun 30, 26	-10.81K	0.24%
Aptus Capital Advisors, LLC	81.51K	Jun 30, 26	-7.07K	0.21%
Oliver Luxxe Assets LLC	78.99K	Jun 30, 26	-3.19K	0.20%
GUARDIAN WEALTH ADVISORS, LLC / NC	71.18K	Jun 30, 26	-7.07K	0.18%
STAR Financial Bank	70.21K	Jun 30, 26	-39.17K	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	69.42K	Jun 30, 26	+48.36K	0.18%
Measured Risk Portfolios, Inc.	64.35K	Jun 30, 26	-37.56K	0.17%
Sigma Planning Corp	63.79K	Jun 30, 26	-93.05K	0.17%
Janney Montgomery Scott LLC	62.89K	Jun 30, 26	-11.51K	0.16%
S&A Financial Services, Inc.	62.59K	Jun 30, 26	-1.69K	0.16%
Empowered Funds, LLC	59.38K	Jun 30, 26	-28.87K	0.15%
Strong Retirement Solutions LLC	57.17K	Jun 30, 26	+1.88K	0.15%
ENVESTNET ASSET MANAGEMENT INC	49.77K	Jun 30, 26	+27.17K	0.13%
CARY STREET PARTNERS FINANCIAL LLC	49.48K	Jun 30, 26	-3.22K	0.13%
Blume Capital Management, Inc.	48.81K	Jun 30, 26	-1.31K	0.13%
SYON CAPITAL LLC	48.44K	Jun 30, 26	-10.53K	0.13%
Buckingham Strategic Partners	47.31K	Jun 30, 26	+47.31K	0.12%
3EDGE Asset Management, LP	42.03K	Jun 30, 26	-613.09K	0.11%
SWEENEY & MICHEL, LLC	37.31K	Jun 30, 26	-5.51K	0.10%
Hobbs Group Advisors, LLC	36.48K	Jun 30, 26	-31.04K	0.09%
Curry Webb Wealth Management LLC	34.63K	Jun 30, 26	-6.48K	0.09%
WEST MICHIGAN ADVISORS, LLC	33.84K	Jun 30, 26	+33.84K	0.09%
Private Advisory Group LLC	32.83K	Jun 30, 26	+32.83K	0.09%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	25.33K	Jun 30, 26	-10.93K	0.07%
John W. Brooker & Co., CPAs	24.76K	Jun 30, 26	+11.71K	0.06%
Brookstone Capital Management	22.97K	Jun 30, 26	+22.97K	0.06%
NewSquare Capital LLC	21.73K	Jun 30, 26	+21.73K	0.06%
CogentBlue Wealth Advisors, LLC	21.31K	Jun 30, 26	+21.31K	0.06%
ABLE Financial Group, LLC	21.10K	Jun 30, 26	+14.00K	0.05%
Tailwinds Wealth, LLC	20.44K	Jun 30, 26	+8.47K	0.05%
Cerity Partners LLC	20.43K	Jun 30, 26	-4.53K	0.05%
BlackDiamond Wealth Management Inc.	18.09K	Jun 30, 26	+7.22K	0.05%
Single Point Partners, LLC	16.84K	Jun 30, 26	-328	0.04%
LPL Financial LLC	16.81K	Jun 30, 26	-8.47K	0.04%
ADVISOR GROUP HOLDINGS, INC.	16.39K	Jun 30, 26	+247	0.04%
Teucrium Investment Advisors, LLC	16.24K	Jun 30, 26	-2.04K	0.04%
Global Retirement Partners, LLC	15.81K	Jun 30, 26	+15.81K	0.04%
Able Wealth Management LLC	15.52K	Jun 30, 26	-6.43K	0.04%
Valmark Advisers, Inc.	14.18K	Jun 30, 26	+2.11K	0.04%
Stonebrook Private Inc.	13.94K	Jun 30, 26	-4.00K	0.04%
Sugar Maple Asset Management, LLC	12.53K	Jun 30, 26	+15	0.03%
KFG WEALTH MANAGEMENT, LLC	12.40K	Jun 30, 26	+12.40K	0.03%
Harvest Investment Services, LLC	12.28K	Jun 30, 26	--	0.03%
Brinker Capital Investments, LLC	12.16K	Jun 30, 26	-570	0.03%
Belpointe Asset Management LLC	11.62K	Jun 30, 26	+585	0.03%
WealthPlan Investment Management, LLC	11.32K	Jun 30, 26	-211	0.03%
HARBOUR INVESTMENTS, INC.	11.10K	Jun 30, 26	+2	0.03%
Greenline Partners, LLC	10.44K	Jun 30, 26	+10.44K	0.03%
CENTAURUS FINANCIAL, INC.	10.33K	Jun 30, 26	+10.33K	0.03%
Holcombe Financial, Inc.	10.16K	Jun 30, 26	-637	0.03%
Ellis Investment Partners, LLC	9.90K	Jun 30, 26	-259	0.03%
Dynamic Advisor Solutions LLC	9.65K	Jun 30, 26	--	0.03%
Financial Guidance Group, Inc.	9.60K	Jun 30, 26	--	0.02%
Note Advisors, LLC	9.42K	Jun 30, 26	-9.27K	0.02%
ZEGA Investments, LLC	9.13K	Jun 30, 26	-4.68K	0.02%
StoneX Group Inc.	9.07K	Jun 30, 26	+4.56K	0.02%
Cambridge Investment Research Advisors, Inc.	8.37K	Jun 30, 26	-86.52K	0.02%
ARGUS INVESTORS' COUNSEL, INC.	8.34K	Jun 30, 26	-5	0.02%
Lido Advisors, LLC	8.21K	Jun 30, 26	-750	0.02%
Genesis Wealth Advisors, LLC	7.84K	Jun 30, 26	+7.84K	0.02%
Astoria Portfolio Advisors LLC.	7.70K	Jun 30, 26	-56	0.02%
Sowell Financial Services LLC	7.30K	Jun 30, 26	--	0.02%
Foundations Investment Advisors, LLC	7.09K	Jun 30, 26	-2.64K	0.02%
Farther Finance Advisors, LLC	6.88K	Jun 30, 26	+2.88K	0.02%
EP Wealth Advisors, LLC	6.57K	Jun 30, 26	+6.57K	0.02%
Oregon Pacific Wealth Management, LLC	6.45K	Jun 30, 26	+100	0.02%
LAUREL OAK WEALTH MANAGEMENT, LLC	6.40K	Jun 30, 26	+2.27K	0.02%
Vermillion & White Wealth Management Group, LLC	6.21K	Jun 30, 26	+92	0.02%
CFS Investment Advisory Services, LLC	6.16K	Jun 30, 26	-1.98K	0.02%
Meredith Wealth Planning	6.08K	Jun 30, 26	+6.08K	0.02%
Bank OZK	5.63K	Jun 30, 26	+299	0.01%
JPMORGAN CHASE & CO	5.62K	Jun 30, 26	-301	0.01%
CITADEL ADVISORS LLC	5.59K	Jun 30, 26	-34.83K	0.01%
Traub Capital Management LLC	5.54K	Jun 30, 26	+145	0.01%
Westfuller Advisors, LLC	5.04K	Jun 30, 26	+5.04K	0.01%
SALEM INVESTMENT COUNSELORS INC	5.02K	Jun 30, 26	--	0.01%
Bravias Capital Group, LLC	4.68K	Jun 30, 26	+17	0.01%
RAYMOND JAMES FINANCIAL INC	4.60K	Jun 30, 26	-189	0.01%
Adviser Investments LLC	4.58K	Jun 30, 26	-1.02K	0.01%
Nemes Rush Group LLC	4.51K	Jun 30, 26	+768	0.01%
MARIPAU WEALTH MANAGEMENT LLC	4.40K	Jun 30, 26	+46	0.01%
TRUIST FINANCIAL CORP	4.21K	Jun 30, 26	--	0.01%
STIFEL FINANCIAL CORP	4.11K	Jun 30, 26	+4.11K	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	4.01K	Jun 30, 26	+4.01K	0.01%
SMITH, MOORE & CO.	4.00K	Jun 30, 26	--	0.01%
Buck Wealth Strategies, LLC	2.42K	Jun 30, 26	+2.42K	0.01%
AE Wealth Management LLC	1.41K	Jun 30, 26	-29.50K	0.00%
NBH Bank	1.40K	Jun 30, 26	+1.40K	0.00%
ROTHSCHILD INVESTMENT LLC	990	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	921	Jun 30, 26	-146	0.00%
MATHER GROUP, LLC.	815	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	809	Jun 30, 26	+124	0.00%
IFP Advisors, Inc	400	Jun 30, 26	+100	0.00%
Geneos Wealth Management Inc.	252	Jun 30, 26	-1.98K	0.00%
UBS Group AG	220	Jun 30, 26	-1.17K	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	188	Jun 30, 26	+188	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	99	Jun 30, 26	+99	0.00%
Matrix Trust Co	72	Jun 30, 26	-38.17K	0.00%
FMR LLC	1	Jun 30, 26	-1	0.00%
MIDDLETON & CO INC/MA	--	Jun 30, 26	-8.00K	--
Financial Network Wealth Advisors LLC	--	Jun 30, 26	-9.66K	--
Wealth Watch Advisors, INC	--	Jun 30, 26	-5.42K	--
GTS SECURITIES LLC	--	Jun 30, 26	-78.29K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-21.25K	--
Portside Wealth Group, LLC	--	Jun 30, 26	-51.57K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-65.08K	--
a16z Perennial Management, L.P.	--	Jun 30, 26	-1.39M	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-17.52K	--
Kovack Advisors, Inc.	--	Jun 30, 26	-24.00K	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-95	--
CERTIOR FINANCIAL GROUP, LLC	--	Jun 30, 26	-7.78K	--
HighTower Advisors, LLC	--	Jun 30, 26	-6.39K	--
JACKSON THORNTON ASSET MANAGEMENT, LLC	--	Jun 30, 26	-12.65K	--
CWM, LLC	32.66K	Mar 31, 26	+1.07K	0.08%
Gibbs Wealth Management	9.36K	Mar 31, 26	+478	0.02%
Bank of Jackson Hole Trust	1.40K	Mar 31, 26	--	0.00%
Capstone Wealth Management Group LLC	--	Mar 31, 26	-4.04K	--
Running Point Capital Advisors, LLC	24.77K	Dec 31, 25	-1.08K	0.06%
Pineridge Advisors LLC	2.13M	Sep 30, 25	+220.24K	5.53%
FULLCIRCLE WEALTH LLC	21.34K	Sep 30, 25	-15.18K	0.06%
PALO ALTO WEALTH ADVISORS, LLC	4.49K	Sep 30, 25	--	0.01%
Astor Investment Management LLC	213.47K	Jun 30, 25	+213.47K	0.55%
AVANTAX ADVISORY SERVICES, INC.	89.50K	Jun 30, 25	-126	0.23%
Exchange Capital Management, Inc.	11.69K	Jun 30, 25	-12.20K	0.03%
Orion Portfolio Solutions, LLC	28.03K	Mar 31, 25	-2.87K	0.07%
Executive Wealth Management, LLC	105.32K	Dec 31, 24	+101.31K	0.27%
Relative Value Partners Group, LLC	--	Jun 30, 24	-158.56K	--
Knowledge Leaders Capital, LLC	--	Jun 30, 24	-65.17K	--
Cetera Advisor Networks LLC	2.48M	Mar 31, 24	+1.02M	6.42%
FirstPurpose Wealth LLC	35.47K	Mar 31, 24	-649	0.09%
Connectus Wealth, LLC	16.31K	Mar 31, 24	-759	0.04%
EisnerAmper Wealth Management Corporate Benefits, LLC	84.06K	Dec 31, 23	-103.11K	0.22%
DFPG INVESTMENTS, LLC	18.68K	Dec 31, 23	-17.63K	0.05%
Polaris Wealth Advisory Group, LLC	23.23K	Sep 30, 23	-4.84K	0.06%
Wealth Management Solutions, LLC	17.81K	Sep 30, 23	-459	0.05%
NEIRG Wealth Management, LLC	26.26K	Jun 30, 23	+26.26K	0.07%

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Holder

Date

Change

% Held

POTOMAC FUND MANAGEMENT INC /ADV

7.80M

Jun 30, 26

+1.39M

20.24%

Q3 Asset Management

5.43M

Jun 30, 26

+5.43M

14.09%

Carrera Capital Advisors

3.00M

Jun 30, 26

+171.98K

7.77%

BANK OF MONTREAL /CAN/

1.25M

Jun 30, 26

+284.40K

3.25%

TOTAL INVESTMENT MANAGEMENT INC

1.10M

Jun 30, 26

-678.45K

2.86%

Tanager Wealth Management LLP

970.30K

Jun 30, 26

-491.84K

2.52%

BANK OF AMERICA CORP /DE/

885.37K

Jun 30, 26

-60.71K

2.30%

ROYAL BANK OF CANADA

702.43K

Jun 30, 26

+72.86K

1.82%

Pasadena Private Wealth, LLC

612.55K

Jun 30, 26

+612.55K

1.59%

Colony Group, LLC

542.92K

Jun 30, 26

+295.15K

1.41%

JDM Financial Group LLC

498.81K

Jun 30, 26

-33.59K

1.29%

GOLDMAN SACHS GROUP INC

419.64K

Jun 30, 26

-16.19K

1.09%

Advisors Preferred, LLC

378.30K

Jun 30, 26

+99.40K

0.98%

Ameritas Advisory Services, LLC

375.69K

Jun 30, 26

+244.35K

0.97%

SILVER OAK SECURITIES, INCORPORATED

348.55K

Jun 30, 26

-38.09K

0.90%

Signal Advisors Wealth, LLC

308.14K

Jun 30, 26

+91.28K

0.80%

EVERGREEN CAPITAL MANAGEMENT LLC

301.90K

Jun 30, 26

-38.01K

0.78%

DIVERSIFY WEALTH MANAGEMENT, LLC

294.52K

Jun 30, 26

+158.70K

0.76%

Diversify Advisory Services, LLC

294.52K

Jun 30, 26

+294.52K

0.76%

CAMBIENT FAMILY OFFICE, LLC

209.51K

Jun 30, 26

-23.74K

0.54%

Encompass More Asset Management

203.53K

Jun 30, 26

+21.21K

0.53%

eCIO, Inc.

180.39K

Jun 30, 26

+41.60K

0.47%

Fairlight Advisors

180.18K

Jun 30, 26

+180.18K

0.47%

Stadion Money Management, LLC

174.73K

Jun 30, 26

+700

0.45%

Laurel Wealth Advisors LLC

166.80K

Jun 30, 26

+4.95K

0.43%

MORGAN STANLEY

155.06K

Jun 30, 26

-85.98K

0.40%

Cetera Investment Advisers

151.67K

Jun 30, 26

-1.19K

0.39%

Strait & Sound Wealth Management LLC

140.25K

Jun 30, 26

+9.95K

0.36%

Warren Street Wealth Advisors, LLC

136.93K

Jun 30, 26

+11.61K

0.36%

North Forty Two & Co.

119.61K

Jun 30, 26

+19.67K

0.31%

Bulwark Capital Corp

94.66K

Jun 30, 26

-8.70K

0.25%

MML INVESTORS SERVICES, LLC

91.98K

Jun 30, 26

-10.81K

0.24%

Aptus Capital Advisors, LLC

81.51K

Jun 30, 26

-7.07K

0.21%

Oliver Luxxe Assets LLC

78.99K

Jun 30, 26

-3.19K

0.20%

GUARDIAN WEALTH ADVISORS, LLC / NC

71.18K

Jun 30, 26

-7.07K

0.18%

STAR Financial Bank

70.21K

Jun 30, 26

-39.17K

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

69.42K

Jun 30, 26

+48.36K

0.18%

Measured Risk Portfolios, Inc.

64.35K

Jun 30, 26

-37.56K

0.17%

Sigma Planning Corp

63.79K

Jun 30, 26

-93.05K

0.17%

Janney Montgomery Scott LLC

62.89K

Jun 30, 26

-11.51K

0.16%

S&A Financial Services, Inc.

62.59K

Jun 30, 26

-1.69K

0.16%

Empowered Funds, LLC

59.38K

Jun 30, 26

-28.87K

0.15%

Strong Retirement Solutions LLC

57.17K

Jun 30, 26

+1.88K

0.15%

ENVESTNET ASSET MANAGEMENT INC

49.77K

Jun 30, 26

+27.17K

0.13%

CARY STREET PARTNERS FINANCIAL LLC

49.48K

Jun 30, 26

-3.22K

0.13%

Blume Capital Management, Inc.

48.81K

Jun 30, 26

-1.31K

0.13%

SYON CAPITAL LLC

48.44K

Jun 30, 26

-10.53K

0.13%

Buckingham Strategic Partners

47.31K

Jun 30, 26

+47.31K

0.12%

3EDGE Asset Management, LP

42.03K

Jun 30, 26

-613.09K

0.11%

SWEENEY & MICHEL, LLC

37.31K

Jun 30, 26

-5.51K

0.10%

Hobbs Group Advisors, LLC

36.48K

Jun 30, 26

-31.04K

0.09%

Curry Webb Wealth Management LLC

34.63K

Jun 30, 26

-6.48K

0.09%

WEST MICHIGAN ADVISORS, LLC

33.84K

Jun 30, 26

+33.84K

0.09%

Private Advisory Group LLC

32.83K

Jun 30, 26

+32.83K

0.09%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

25.33K

Jun 30, 26

-10.93K

0.07%

John W. Brooker & Co., CPAs

24.76K

Jun 30, 26

+11.71K

0.06%

Brookstone Capital Management

22.97K

Jun 30, 26

+22.97K

0.06%

NewSquare Capital LLC

21.73K

Jun 30, 26

+21.73K

0.06%

CogentBlue Wealth Advisors, LLC

21.31K

Jun 30, 26

+21.31K

0.06%

ABLE Financial Group, LLC

21.10K

Jun 30, 26

+14.00K

0.05%

Tailwinds Wealth, LLC

20.44K

Jun 30, 26

+8.47K

0.05%

Cerity Partners LLC

20.43K

Jun 30, 26

-4.53K

0.05%

BlackDiamond Wealth Management Inc.

18.09K

Jun 30, 26

+7.22K

0.05%

Single Point Partners, LLC

16.84K

Jun 30, 26

-328

0.04%

LPL Financial LLC

16.81K

Jun 30, 26

-8.47K

0.04%

ADVISOR GROUP HOLDINGS, INC.

16.39K

Jun 30, 26

+247

0.04%

Teucrium Investment Advisors, LLC

16.24K

Jun 30, 26

-2.04K

0.04%

Global Retirement Partners, LLC

15.81K

Jun 30, 26

+15.81K

0.04%

Able Wealth Management LLC

15.52K

Jun 30, 26

-6.43K

0.04%

Valmark Advisers, Inc.

14.18K

Jun 30, 26

+2.11K

0.04%

Stonebrook Private Inc.

13.94K

Jun 30, 26

-4.00K

0.04%

Sugar Maple Asset Management, LLC

12.53K

Jun 30, 26

+15

0.03%

KFG WEALTH MANAGEMENT, LLC

12.40K

Jun 30, 26

+12.40K

0.03%

Harvest Investment Services, LLC

12.28K

Jun 30, 26

0.03%

Brinker Capital Investments, LLC

12.16K

Jun 30, 26

-570

0.03%

Belpointe Asset Management LLC

11.62K

Jun 30, 26

+585

0.03%

WealthPlan Investment Management, LLC

11.32K

Jun 30, 26

-211

0.03%

HARBOUR INVESTMENTS, INC.

11.10K

Jun 30, 26

0.03%

Greenline Partners, LLC

10.44K

Jun 30, 26

+10.44K

0.03%

CENTAURUS FINANCIAL, INC.

10.33K

Jun 30, 26

+10.33K

0.03%

Holcombe Financial, Inc.

10.16K

Jun 30, 26

-637

0.03%

Ellis Investment Partners, LLC

9.90K

Jun 30, 26

-259

0.03%

Dynamic Advisor Solutions LLC

9.65K

Jun 30, 26

0.03%

Financial Guidance Group, Inc.

9.60K

Jun 30, 26

0.02%

Note Advisors, LLC

9.42K

Jun 30, 26

-9.27K

0.02%

ZEGA Investments, LLC

9.13K

Jun 30, 26

-4.68K

0.02%

StoneX Group Inc.

9.07K

Jun 30, 26

+4.56K

0.02%

Cambridge Investment Research Advisors, Inc.

8.37K

Jun 30, 26

-86.52K

0.02%

ARGUS INVESTORS' COUNSEL, INC.

8.34K

Jun 30, 26

-5

0.02%

Lido Advisors, LLC

8.21K

Jun 30, 26

-750

0.02%

Genesis Wealth Advisors, LLC

7.84K

Jun 30, 26

+7.84K

0.02%

Astoria Portfolio Advisors LLC.

7.70K

Jun 30, 26

-56

0.02%

Sowell Financial Services LLC

7.30K

Jun 30, 26

0.02%

Foundations Investment Advisors, LLC

7.09K

Jun 30, 26

-2.64K

0.02%

Farther Finance Advisors, LLC

6.88K

Jun 30, 26

+2.88K

0.02%

EP Wealth Advisors, LLC

6.57K

Jun 30, 26

+6.57K

0.02%

Oregon Pacific Wealth Management, LLC

6.45K

Jun 30, 26

+100

0.02%

LAUREL OAK WEALTH MANAGEMENT, LLC

6.40K

Jun 30, 26

+2.27K

0.02%

Vermillion & White Wealth Management Group, LLC

6.21K

Jun 30, 26

+92

0.02%

CFS Investment Advisory Services, LLC

6.16K

Jun 30, 26

-1.98K

0.02%

Meredith Wealth Planning

6.08K

Jun 30, 26

+6.08K

0.02%

Bank OZK

5.63K

Jun 30, 26

+299

0.01%

JPMORGAN CHASE & CO

5.62K

Jun 30, 26

-301

0.01%

CITADEL ADVISORS LLC

5.59K

Jun 30, 26

-34.83K

0.01%

Traub Capital Management LLC

5.54K

Jun 30, 26

+145

0.01%

Westfuller Advisors, LLC

5.04K

Jun 30, 26

+5.04K

0.01%

SALEM INVESTMENT COUNSELORS INC

5.02K

Jun 30, 26

0.01%

Bravias Capital Group, LLC

4.68K

Jun 30, 26

+17

0.01%

RAYMOND JAMES FINANCIAL INC

4.60K

Jun 30, 26

-189

0.01%

Adviser Investments LLC

4.58K

Jun 30, 26

-1.02K

0.01%

Nemes Rush Group LLC

4.51K

Jun 30, 26

+768

0.01%

MARIPAU WEALTH MANAGEMENT LLC

4.40K

Jun 30, 26

+46

0.01%

TRUIST FINANCIAL CORP

4.21K

Jun 30, 26

0.01%

STIFEL FINANCIAL CORP

4.11K

Jun 30, 26

+4.11K

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

4.01K

Jun 30, 26

+4.01K

0.01%

SMITH, MOORE & CO.

4.00K

Jun 30, 26

0.01%

Buck Wealth Strategies, LLC

2.42K

Jun 30, 26

+2.42K

0.01%

AE Wealth Management LLC

1.41K

Jun 30, 26

-29.50K

0.00%

NBH Bank

1.40K

Jun 30, 26

+1.40K

0.00%

ROTHSCHILD INVESTMENT LLC

990

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

921

Jun 30, 26

-146

0.00%

MATHER GROUP, LLC.

815

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

809

Jun 30, 26

+124

0.00%

IFP Advisors, Inc

400

Jun 30, 26

+100

0.00%

Geneos Wealth Management Inc.

252

Jun 30, 26

-1.98K

0.00%

UBS Group AG

220

Jun 30, 26

-1.17K

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

188

Jun 30, 26

+188

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

+99

0.00%

Matrix Trust Co

Jun 30, 26

-38.17K

0.00%

FMR LLC

Jun 30, 26

-1

0.00%

MIDDLETON & CO INC/MA

Jun 30, 26

-8.00K

Financial Network Wealth Advisors LLC

Jun 30, 26

-9.66K

Wealth Watch Advisors, INC

Jun 30, 26

-5.42K

GTS SECURITIES LLC

Jun 30, 26

-78.29K

Tower Research Capital LLC (TRC)

Jun 30, 26

-21.25K

Portside Wealth Group, LLC

Jun 30, 26

-51.57K

JANE STREET GROUP, LLC

Jun 30, 26

-65.08K

a16z Perennial Management, L.P.

Jun 30, 26

-1.39M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-17.52K

Kovack Advisors, Inc.

Jun 30, 26

-24.00K

WELLS FARGO & COMPANY/MN

Jun 30, 26

-95

CERTIOR FINANCIAL GROUP, LLC

Jun 30, 26

-7.78K

HighTower Advisors, LLC

Jun 30, 26

-6.39K

JACKSON THORNTON ASSET MANAGEMENT, LLC

Jun 30, 26

-12.65K

CWM, LLC

32.66K

Mar 31, 26

+1.07K

0.08%

Gibbs Wealth Management

9.36K

Mar 31, 26

+478

0.02%

Bank of Jackson Hole Trust

1.40K

Mar 31, 26

0.00%

Capstone Wealth Management Group LLC

Mar 31, 26

-4.04K

Running Point Capital Advisors, LLC

24.77K

Dec 31, 25

-1.08K

0.06%

Pineridge Advisors LLC

2.13M

Sep 30, 25

+220.24K

5.53%

FULLCIRCLE WEALTH LLC

21.34K

Sep 30, 25

-15.18K

0.06%

PALO ALTO WEALTH ADVISORS, LLC

4.49K

Sep 30, 25

0.01%

Astor Investment Management LLC

213.47K

Jun 30, 25

+213.47K

0.55%

AVANTAX ADVISORY SERVICES, INC.

89.50K

Jun 30, 25

-126

0.23%

Exchange Capital Management, Inc.

11.69K

Jun 30, 25

-12.20K

0.03%

Orion Portfolio Solutions, LLC

28.03K

Mar 31, 25

-2.87K

0.07%

Executive Wealth Management, LLC

105.32K

Dec 31, 24

+101.31K

0.27%

Relative Value Partners Group, LLC

Jun 30, 24

-158.56K

Knowledge Leaders Capital, LLC

Jun 30, 24

-65.17K

Cetera Advisor Networks LLC

2.48M

Mar 31, 24

+1.02M

6.42%

FirstPurpose Wealth LLC

35.47K

Mar 31, 24

-649

0.09%

Connectus Wealth, LLC

16.31K

Mar 31, 24

-759

0.04%

EisnerAmper Wealth Management Corporate Benefits, LLC

84.06K

Dec 31, 23

-103.11K

0.22%

DFPG INVESTMENTS, LLC

18.68K

Dec 31, 23

-17.63K

0.05%

Polaris Wealth Advisory Group, LLC

23.23K

Sep 30, 23

-4.84K

0.06%

Wealth Management Solutions, LLC

17.81K

Sep 30, 23

-459

0.05%

NEIRG Wealth Management, LLC

26.26K

Jun 30, 23

+26.26K

0.07%