XJH(XJH)
XJH
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 579.55K | Jun 30, 26 | +2.52K | 7.12% |
| RAYMOND JAMES FINANCIAL INC | 477.86K | Jun 30, 26 | +6.14K | 5.87% |
| LPL Financial LLC | 405.29K | Jun 30, 26 | +5.95K | 4.98% |
| Mariner, LLC | 382.79K | Jun 30, 26 | +31.72K | 4.70% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 248.82K | Jun 30, 26 | +4.90K | 3.06% |
| BAILARD, INC. | 222.81K | Jun 30, 26 | +5.39K | 2.74% |
| IMA Wealth, Inc. | 221.07K | Jun 30, 26 | +221.07K | 2.72% |
| Miracle Mile Advisors, LLC | 165.08K | Jun 30, 26 | -185 | 2.03% |
| Koss-Olinger Consulting, LLC | 140.06K | Jun 30, 26 | +4.17K | 1.72% |
| KEYBANK NATIONAL ASSOCIATION/OH | 138.64K | Jun 30, 26 | +23.27K | 1.70% |
| HARBOUR INVESTMENTS, INC. | 136.74K | Jun 30, 26 | +12.70K | 1.68% |
| Beacon Pointe Advisors, LLC | 119.35K | Jun 30, 26 | -13.49K | 1.47% |
| FRANKLIN RESOURCES INC | 95.82K | Jun 30, 26 | -- | 1.18% |
| CIBC Bancorp USA Inc. | 95.16K | Jun 30, 26 | +81.80K | 1.17% |
| JNBA Financial Advisors | 82.88K | Jun 30, 26 | -3.30K | 1.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 76.19K | Jun 30, 26 | +2.62K | 0.94% |
| Advisory Services Network, LLC | 68.68K | Jun 30, 26 | +781 | 0.84% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63.18K | Jun 30, 26 | +13.65K | 0.78% |
| Pensionmark Financial Group, LLC | 62.40K | Jun 30, 26 | -- | 0.77% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60.40K | Jun 30, 26 | +48.81K | 0.74% |
| Cetera Investment Advisers | 56.06K | Jun 30, 26 | +8.08K | 0.69% |
| EP Wealth Advisors, LLC | 55.57K | Jun 30, 26 | +35.51K | 0.68% |
| Francis Financial, Inc. | 52.63K | Jun 30, 26 | +104 | 0.65% |
| SEEDS INVESTOR LLC | 51.02K | Jun 30, 26 | +14.97K | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 47.25K | Jun 30, 26 | +9.69K | 0.58% |
| HILLTOP WEALTH ADVISORS, LLC | 41.74K | Jun 30, 26 | -2.05K | 0.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 41.33K | Jun 30, 26 | +6.44K | 0.51% |
| Creative Planning | 41.29K | Jun 30, 26 | -233 | 0.51% |
| Sanchez Levi Garrett | 41.10K | Jun 30, 26 | -1.17K | 0.50% |
| Robertson Stephens Wealth Management, LLC | 36.05K | Jun 30, 26 | +2.39K | 0.44% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 35.97K | Jun 30, 26 | +1.91K | 0.44% |
| ROYAL BANK OF CANADA | 34.94K | Jun 30, 26 | +505 | 0.43% |
| SAGE FINANCIAL GROUP INC | 33.61K | Jun 30, 26 | +2.04K | 0.41% |
| Bank of New York Mellon Corp | 32.64K | Jun 30, 26 | +949 | 0.40% |
| RTD Financial Advisors, Inc. | 32.10K | Jun 30, 26 | +13 | 0.39% |
| Biltmore Family Office, LLC | 31.25K | Jun 30, 26 | -- | 0.38% |
| Cambridge Investment Research Advisors, Inc. | 30.32K | Jun 30, 26 | +3.89K | 0.37% |
| Trilogy Capital Inc. | 30.20K | Jun 30, 26 | +1.47K | 0.37% |
| Balanced Rock Investment Advisor | 29.57K | Jun 30, 26 | -6.17K | 0.36% |
| HighTower Advisors, LLC | 28.31K | Jun 30, 26 | -2.35K | 0.35% |
| CI Private Wealth, LLC | 27.77K | Jun 30, 26 | +1.80K | 0.34% |
| SageView Advisory Group, LLC | 25.86K | Jun 30, 26 | -29 | 0.32% |
| Eley Financial Management, Inc | 24.32K | Jun 30, 26 | +3.24K | 0.30% |
| EASTERN BANK | 24.11K | Jun 30, 26 | -267.97K | 0.30% |
| Steward Partners Investment Advisory, LLC | 24.05K | Jun 30, 26 | -1.43K | 0.30% |
| D.A. DAVIDSON & CO. | 24.04K | Jun 30, 26 | -667 | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.00K | Jun 30, 26 | +24.00K | 0.29% |
| Affiance Financial, LLC | 23.84K | Jun 30, 26 | -923 | 0.29% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 23.23K | Jun 30, 26 | -191 | 0.29% |
| Shira Ridge Wealth Management | 22.90K | Jun 30, 26 | -805 | 0.28% |
| Aptus Capital Advisors, LLC | 21.88K | Jun 30, 26 | +2.75K | 0.27% |
| Rockefeller Capital Management L.P. | 21.64K | Jun 30, 26 | +11.89K | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 21.33K | Jun 30, 26 | +1.07K | 0.26% |
| BIRCHBROOK, INC. | 20.73K | Jun 30, 26 | -31 | 0.25% |
| Private Advisor Group, LLC | 20.67K | Jun 30, 26 | -1.22K | 0.25% |
| MainStreet Investment Advisors LLC | 20.43K | Jun 30, 26 | -590 | 0.25% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 20.39K | Jun 30, 26 | -- | 0.25% |
| WHITTIER TRUST CO | 20.31K | Jun 30, 26 | -- | 0.25% |
| MASSMUTUAL TRUST CO FSB/ADV | 20.27K | Jun 30, 26 | -755 | 0.25% |
| Values Added Financial LLC | 20.19K | Jun 30, 26 | +471 | 0.25% |
| Wealth Advisory Team LLC | 20.02K | Jun 30, 26 | +20.02K | 0.25% |
| TRUIST FINANCIAL CORP | 19.49K | Jun 30, 26 | -388 | 0.24% |
| NorthRock Partners, LLC | 19.11K | Jun 30, 26 | +91 | 0.23% |
| MGO ONE SEVEN LLC | 17.56K | Jun 30, 26 | -193 | 0.22% |
| Farther Finance Advisors, LLC | 17.38K | Jun 30, 26 | +8.56K | 0.21% |
| Topel & Distasi Wealth Management, LLC | 16.90K | Jun 30, 26 | -859 | 0.21% |
| Atlantic Private Wealth, LLC | 15.83K | Jun 30, 26 | -- | 0.19% |
| Colony Group, LLC | 15.66K | Jun 30, 26 | -397 | 0.19% |
| Integrated Wealth Concepts LLC | 15.63K | Jun 30, 26 | +907 | 0.19% |
| Baird Financial Group, Inc. | 13.86K | Jun 30, 26 | -2.00K | 0.17% |
| Beta Wealth Group, Inc. | 13.77K | Jun 30, 26 | +24 | 0.17% |
| RVW Wealth, LLC | 13.66K | Jun 30, 26 | -31 | 0.17% |
| Portland Global Advisors LLC | 13.54K | Jun 30, 26 | -100 | 0.17% |
| Stordahl Capital Management, Inc. | 13.15K | Jun 30, 26 | -- | 0.16% |
| BLB&B Advisors, LLC | 12.38K | Jun 30, 26 | -73 | 0.15% |
| Stratos Wealth Partners, LTD. | 12.30K | Jun 30, 26 | -1.43K | 0.15% |
| Capital Analysts, LLC | 12.02K | Jun 30, 26 | -526 | 0.15% |
| Tarbox Family Office, Inc. | 11.59K | Jun 30, 26 | +3.18K | 0.14% |
| Magnus Financial Group LLC | 11.29K | Jun 30, 26 | -999 | 0.14% |
| DAVENPORT & Co LLC | 11.16K | Jun 30, 26 | -429 | 0.14% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10.84K | Jun 30, 26 | +1.03K | 0.13% |
| Pathway Financial Advisors LLC | 10.78K | Jun 30, 26 | +58 | 0.13% |
| McKinley Carter Wealth Services, Inc. | 10.53K | Jun 30, 26 | +228 | 0.13% |
| Weil Company, Inc. | 9.99K | Jun 30, 26 | -528 | 0.12% |
| Ellenbecker Investment Group | 9.78K | Jun 30, 26 | +4.92K | 0.12% |
| Armbruster Capital Management, Inc. | 9.43K | Jun 30, 26 | +200 | 0.12% |
| Nadler Financial Group, Inc. | 9.39K | Jun 30, 26 | +9.39K | 0.12% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 9.20K | Jun 30, 26 | -- | 0.11% |
| BRADLEY FOSTER & SARGENT INC/CT | 8.98K | Jun 30, 26 | -- | 0.11% |
| Estate Counselors, LLC | 8.82K | Jun 30, 26 | +8.82K | 0.11% |
| Chicago Partners Investment Group LLC | 8.65K | Jun 30, 26 | -257 | 0.11% |
| McNamara Financial Services, Inc. | 8.63K | Jun 30, 26 | +23 | 0.11% |
| Cerity Partners LLC | 8.54K | Jun 30, 26 | -547 | 0.10% |
| Weinberger Asset Management, Inc | 8.36K | Jun 30, 26 | +704 | 0.10% |
| MML INVESTORS SERVICES, LLC | 8.22K | Jun 30, 26 | +1.93K | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.18K | Jun 30, 26 | +8.18K | 0.10% |
| CITADEL ADVISORS LLC | 8.07K | Jun 30, 26 | +8.07K | 0.10% |
| HighPoint Advisor Group LLC | 7.80K | Jun 30, 26 | -6 | 0.10% |
| PFG Investments, LLC | 7.72K | Jun 30, 26 | +16 | 0.09% |
| Westview Management dba Westview Investment Advisors | 7.69K | Jun 30, 26 | -1.14K | 0.09% |
| MAI Capital Management | 7.60K | Jun 30, 26 | +421 | 0.09% |
| Tribridge Partners Financial LLC | 7.45K | Jun 30, 26 | -126 | 0.09% |
| Mutual Advisors, LLC | 7.33K | Jun 30, 26 | +2.23K | 0.09% |
| Asset Dedication, LLC | 7.29K | Jun 30, 26 | +416 | 0.09% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6.92K | Jun 30, 26 | -82 | 0.08% |
| CAPE ANN SAVINGS BANK | 6.69K | Jun 30, 26 | +580 | 0.08% |
| Joel Adams & Associates, Inc. | 6.34K | Jun 30, 26 | -121 | 0.08% |
| JANE STREET GROUP, LLC | 6.23K | Jun 30, 26 | -15.18K | 0.08% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6.22K | Jun 30, 26 | +425 | 0.08% |
| Impact Investors, Inc | 5.93K | Jun 30, 26 | -945 | 0.07% |
| Capital Advantage, Inc. | 5.55K | Jun 30, 26 | +11 | 0.07% |
| Pacific Excel Wealth Advisors, Inc. | 5.53K | Jun 30, 26 | +5.53K | 0.07% |
| Heritage Family Offices, LLP | 5.53K | Jun 30, 26 | +5.53K | 0.07% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 5.50K | Jun 30, 26 | -3.47K | 0.07% |
| Fortis Capital Advisors, LLC | 5.50K | Jun 30, 26 | -3.47K | 0.07% |
| Belpointe Asset Management LLC | 5.50K | Jun 30, 26 | -3.47K | 0.07% |
| Horizon Wealth Management, LLC | 5.47K | Jun 30, 26 | +5.47K | 0.07% |
| Sigma Planning Corp | 5.46K | Jun 30, 26 | +5.46K | 0.07% |
| Marshall & Sterling Wealth Advisors Inc. | 5.45K | Jun 30, 26 | +61 | 0.07% |
| Optas, LLC | 5.42K | Jun 30, 26 | -5.93K | 0.07% |
| Peak Retirement Planning, Inc. | 5.39K | Jun 30, 26 | +5.39K | 0.07% |
| Financial Council Asset Management Inc | 5.17K | Jun 30, 26 | +3 | 0.06% |
| Sound Stewardship, LLC | 5.15K | Jun 30, 26 | -44 | 0.06% |
| TPG Financial Advisors, LLC | 5.09K | Jun 30, 26 | -265 | 0.06% |
| Freedom Financial Partners LLC | 4.93K | Jun 30, 26 | -876 | 0.06% |
| Coastal Bridge Advisors, LLC | 4.92K | Jun 30, 26 | +4.92K | 0.06% |
| Rede Wealth, LLC | 4.86K | Jun 30, 26 | +255 | 0.06% |
| ROGCO, LP | 4.71K | Jun 30, 26 | -- | 0.06% |
| Kestra Advisory Services, LLC | 4.66K | Jun 30, 26 | +4.66K | 0.06% |
| Prosperity Consulting Group, LLC | 4.42K | Jun 30, 26 | +4.42K | 0.05% |
| DeDora Capital, Inc. | 4.41K | Jun 30, 26 | +4.41K | 0.05% |
| BURNS J W & CO INC/NY | 4.35K | Jun 30, 26 | +4.35K | 0.05% |
| Whitegate Investment Counselors, Inc. | 4.20K | Jun 30, 26 | +4.20K | 0.05% |
| ETF Portfolio Partners, Inc. | 4.20K | Jun 30, 26 | +4.20K | 0.05% |
| Laurel Wealth Planning LLC | 4.17K | Jun 30, 26 | +4.17K | 0.05% |
| DORVAL Corp | 4.10K | Jun 30, 26 | +4.10K | 0.05% |
| Rossby Financial, LCC | 3.93K | Jun 30, 26 | +3.64K | 0.05% |
| NOVARE CAPITAL MANAGEMENT LLC | 3.93K | Jun 30, 26 | -600 | 0.05% |
| AMARA FINANCIAL, LLC. | 3.90K | Jun 30, 26 | +3.90K | 0.05% |
| Larson Financial Group LLC | 3.25K | Jun 30, 26 | -573 | 0.04% |
| Mascoma Wealth Management LLC | 3.21K | Jun 30, 26 | +2 | 0.04% |
| Hills Bank & Trust Co | 3.13K | Jun 30, 26 | -140 | 0.04% |
| MOGY JOEL R INVESTMENT COUNSEL INC | 3.00K | Jun 30, 26 | -- | 0.04% |
| FIRST UNITED BANK & TRUST | 2.96K | Jun 30, 26 | -35 | 0.04% |
| ARCADIA INVESTMENT ADVISORS LLC | 2.85K | Jun 30, 26 | +9 | 0.03% |
| SRS Capital Advisors, Inc. | 2.80K | Jun 30, 26 | +161 | 0.03% |
| Urban Financial Advisory Corp | 2.78K | Jun 30, 26 | +2.78K | 0.03% |
| Global Retirement Partners, LLC | 2.46K | Jun 30, 26 | +2.46K | 0.03% |
| JPMORGAN CHASE & CO | 2.18K | Jun 30, 26 | +150 | 0.03% |
| BLUELINE ADVISORS LLC | 2.13K | Jun 30, 26 | -7 | 0.03% |
| Armor Investment Advisors, LLC | 2.10K | Jun 30, 26 | -- | 0.03% |
| Hanson & Doremus Investment Management | 1.85K | Jun 30, 26 | -58 | 0.02% |
| ARMSTRONG ADVISORY GROUP, INC | 1.81K | Jun 30, 26 | +687 | 0.02% |
| MORGAN STANLEY | 1.62K | Jun 30, 26 | -490 | 0.02% |
| Medallion Wealth Advisors, LLC | 1.33K | Jun 30, 26 | -477 | 0.02% |
| GW&K Investment Management, LLC | 1.32K | Jun 30, 26 | -6 | 0.02% |
| Ritter Daniher Financial Advisory LLC / DE | 1.32K | Jun 30, 26 | -- | 0.02% |
| Smithfield Trust Co | 1.22K | Jun 30, 26 | -310 | 0.01% |
| Nemes Rush Group LLC | 1.19K | Jun 30, 26 | -758 | 0.01% |
| FMR LLC | 999 | Jun 30, 26 | +90 | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 991 | Jun 30, 26 | -- | 0.01% |
| GGM Financials LLC | 981 | Jun 30, 26 | -3.73K | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 971 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 964 | Jun 30, 26 | +964 | 0.01% |
| FAS Wealth Partners, Inc. | 915 | Jun 30, 26 | +20 | 0.01% |
| StrongBox Wealth, LLC | 889 | Jun 30, 26 | +889 | 0.01% |
| US BANCORP \DE\ | 867 | Jun 30, 26 | -- | 0.01% |
| Harbor Asset Planning, Inc. | 833 | Jun 30, 26 | +2 | 0.01% |
| Fort Vancouver Investment Management, LLC | 780 | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 710 | Jun 30, 26 | -- | 0.01% |
| Addison Advisors LLC | 700 | Jun 30, 26 | -- | 0.01% |
| GHP Investment Advisors, Inc. | 686 | Jun 30, 26 | +2 | 0.01% |
| Sherman Asset Management, Inc. | 680 | Jun 30, 26 | -- | 0.01% |
| Oakmont Advisory Group, LLC | 595 | Jun 30, 26 | +595 | 0.01% |
| Birchwood Financial Partners, Inc. | 584 | Jun 30, 26 | +2 | 0.01% |
| Meramec Financial Planners, LLC | 548 | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 427 | Jun 30, 26 | -- | 0.01% |
| Key FInancial Inc | 330 | Jun 30, 26 | -- | 0.00% |
| DEUTSCHE BANK AG\ | 325 | Jun 30, 26 | -225 | 0.00% |
| Three Bearings Fiduciary Advisors, Inc. | 288 | Jun 30, 26 | -- | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 245 | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 216 | Jun 30, 26 | -- | 0.00% |
| Redwood Park Advisors LLC | 212 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 209 | Jun 30, 26 | -41 | 0.00% |
| Millstone Evans Group, LLC | 143 | Jun 30, 26 | +75 | 0.00% |
| Allworth Financial LP | 124 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 120 | Jun 30, 26 | -- | 0.00% |
| Milestone Investment Advisors LLC | 120 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 84 | Jun 30, 26 | -- | 0.00% |
| Community Bank, N.A. | 58 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 36 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 30 | Jun 30, 26 | +1 | 0.00% |
| CBIZ Investment Advisory Services, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | -- | Jun 30, 26 | -140 | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -137 | -- |
| SAX WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -5.49K | -- |
| Corient IA LLC | -- | Jun 30, 26 | -900 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -625 | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -791 | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -2.95K | -- |
| Opes Wealth Management LLC | 38.54K | Mar 31, 26 | +789 | 0.47% |
| CWM, LLC | 6.64K | Mar 31, 26 | -- | 0.08% |
| Fortress Financial Solutions, LLC | 6.52K | Mar 31, 26 | +968 | 0.08% |
| Charter Oak Capital Management, LLC | 6.18K | Mar 31, 26 | +138 | 0.08% |
| Pathfinder Wealth Consulting, Inc. | 5.50K | Mar 31, 26 | -- | 0.07% |
| McIlrath & Eck, LLC | 4.39K | Mar 31, 26 | -22 | 0.05% |
| Litman Gregory Wealth Management LLC | 135.95K | Dec 31, 25 | +1.66K | 1.67% |
| Stephens Consulting, LLC | 2.76K | Dec 31, 25 | -57 | 0.03% |
| CIBC Private Wealth Group, LLC | 688 | Dec 31, 25 | +688 | 0.01% |
| FIRST NATIONAL CORP /MA/ /ADV | 6.69K | Sep 30, 25 | +218 | 0.08% |
| SYNOVUS FINANCIAL CORP | 4.59K | Sep 30, 25 | +4.59K | 0.06% |
| DOHJ, LLC | 86.29K | Jun 30, 25 | +26.00K | 1.06% |
| Better Money Decisions, LLC | 21.74K | Jun 30, 25 | +850 | 0.27% |
| Congress Wealth Management LLC / DE / | 15.09K | Jun 30, 25 | +2.18K | 0.19% |
| Good Life Advisors, LLC | 10.05K | Jun 30, 25 | +278 | 0.12% |
| Parkworth Wealth Management, Inc. | 2.59K | Jun 30, 25 | +8 | 0.03% |
| NAPATREE CAPITAL LLC | 8.99K | Mar 31, 25 | +158 | 0.11% |
| WR Wealth Planners, LLC | 211 | Dec 31, 24 | -187 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 373.51K | Sep 30, 24 | +13.37K | 4.59% |
| Raymond James Financial Services Advisors, Inc. | 91.51K | Sep 30, 24 | -156.92K | 1.12% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.28K | Jun 30, 24 | +1.02K | 0.02% |
| Cetera Advisors LLC | 15.91K | Mar 31, 24 | -3.22K | 0.20% |
| Baystate Wealth Management LLC | 28.93K | Dec 31, 23 | +28.93K | 0.36% |
| Bartlett & Co. LLC | 850 | Dec 31, 23 | -- | 0.01% |
| COLONY GROUP LLC | 17.57K | Sep 30, 23 | +2.65K | 0.22% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 23 | -5.84K | -- |
| Kistler-Tiffany Companies, LLC | 4.45K | Jun 30, 23 | -- | 0.05% |
| TimeScale Financial, Inc. | 1.92K | Jun 30, 23 | -- | 0.02% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.76K | Dec 31, 22 | -- | 0.02% |
| American Portfolios Advisors | 75 | Sep 30, 22 | -700 | 0.00% |