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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 2.95M | Jun 30, 26 | -32.37K | 6.24% |
| BANK OF AMERICA CORP /DE/ | 1.78M | Jun 30, 26 | -74.17K | 3.76% |
| LPL Financial LLC | 1.61M | Jun 30, 26 | +404.16K | 3.41% |
| Valmark Advisers, Inc. | 1.51M | Jun 30, 26 | -129.22K | 3.19% |
| STATE OF WISCONSIN INVESTMENT BOARD | 1.41M | Jun 30, 26 | -- | 2.98% |
| UBS Group AG | 1.39M | Jun 30, 26 | -39.01K | 2.95% |
| WELLS FARGO & COMPANY/MN | 1.05M | Jun 30, 26 | -210.14K | 2.22% |
| ESL Trust Services, LLC | 958.86K | Jun 30, 26 | +72 | 2.03% |
| Sixth Street Partners Management Company, L.P. | 652.21K | Jun 30, 26 | +652.21K | 1.38% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 652.21K | Jun 30, 26 | -24.23K | 1.38% |
| HighPoint Advisor Group LLC | 592.60K | Jun 30, 26 | +161.44K | 1.25% |
| Resources Investment Advisors, LLC. | 586.91K | Jun 30, 26 | -12.53K | 1.24% |
| Warren Street Wealth Advisors, LLC | 537.43K | Jun 30, 26 | -5.53K | 1.14% |
| Pallas Capital Advisors LLC | 525.39K | Jun 30, 26 | +32.73K | 1.11% |
| Michael S. Ryan, Inc. | 511.20K | Jun 30, 26 | +3.04K | 1.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 480.22K | Jun 30, 26 | +327.07K | 1.01% |
| MEITAV INVESTMENT HOUSE LTD | 418.67K | Jun 30, 26 | -158.59K | 0.88% |
| HOWARD FINANCIAL SERVICES, LTD. | 372.71K | Jun 30, 26 | +35.88K | 0.79% |
| ADVISOR GROUP HOLDINGS, INC. | 313.86K | Jun 30, 26 | -112.93K | 0.66% |
| Cetera Investment Advisers | 294.86K | Jun 30, 26 | -24.63K | 0.62% |
| STIFEL FINANCIAL CORP | 283.85K | Jun 30, 26 | -1.36K | 0.60% |
| Transamerica Financial Advisors, Inc. | 265.02K | Jun 30, 26 | -64.75K | 0.56% |
| WEALTH MANAGEMENT RESOURCES, INC. | 257.46K | Jun 30, 26 | -59.00K | 0.54% |
| INVENIO WEALTH PARTNERS LLC | 249.48K | Jun 30, 26 | -61 | 0.53% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 243.71K | Jun 30, 26 | -1.54K | 0.52% |
| MGO ONE SEVEN LLC | 241.52K | Jun 30, 26 | +27.20K | 0.51% |
| Sloy Dahl & Holst, LLC | 233.88K | Jun 30, 26 | +5.20K | 0.49% |
| Goldstein Advisors, LLC | 226.33K | Jun 30, 26 | -4.01K | 0.48% |
| AMERIPRISE FINANCIAL INC | 224.46K | Jun 30, 26 | -4.69K | 0.47% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 221.96K | Jun 30, 26 | -23.48K | 0.47% |
| SRS Capital Advisors, Inc. | 220.76K | Jun 30, 26 | +14.31K | 0.47% |
| Elwood & Goetz Wealth Advisory Group, LLC | 194.79K | Jun 30, 26 | -424.29K | 0.41% |
| WESCAP Management Group, Inc. | 183.57K | Jun 30, 26 | -2.93K | 0.39% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 178.09K | Jun 30, 26 | -27.09K | 0.38% |
| Pinnacle Financial Partners, Inc. | 176.34K | Jun 30, 26 | +6.38K | 0.37% |
| Evergreen Private Wealth LLC | 164.75K | Jun 30, 26 | -3.98K | 0.35% |
| Stratos Wealth Partners, LTD. | 162.84K | Jun 30, 26 | +2.04K | 0.34% |
| Colony Group, LLC | 157.26K | Jun 30, 26 | -5.79K | 0.33% |
| JANE STREET GROUP, LLC | 141.54K | Jun 30, 26 | +141.54K | 0.30% |
| Encompass More Asset Management | 139.50K | Jun 30, 26 | +7.18K | 0.29% |
| Addison Capital Co | 136.85K | Jun 30, 26 | +4.96K | 0.29% |
| Betterment LLC | 134.57K | Jun 30, 26 | -42.34K | 0.28% |
| IFP Advisors, Inc | 127.20K | Jun 30, 26 | -2.11K | 0.27% |
| SENTINEL WEALTH MANAGEMENT, INC. | 120.55K | Jun 30, 26 | +1.89K | 0.25% |
| D.A. DAVIDSON & CO. | 114.91K | Jun 30, 26 | -291 | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 110.26K | Jun 30, 26 | -3.25K | 0.23% |
| Atria Investments, Inc | 110.11K | Jun 30, 26 | -52.01K | 0.23% |
| JPMORGAN CHASE & CO | 108.94K | Jun 30, 26 | +24.10K | 0.23% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 104.76K | Jun 30, 26 | -158.49K | 0.22% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 102.23K | Jun 30, 26 | +6.51K | 0.22% |
| Equitable Holdings, Inc. | 101.01K | Jun 30, 26 | -1.21K | 0.21% |
| Smartleaf Asset Management LLC | 98.01K | Jun 30, 26 | -- | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 91.31K | Jun 30, 26 | +16.98K | 0.19% |
| Beaumont Capital Management, LLC | 90.82K | Jun 30, 26 | -8.86K | 0.19% |
| EVERMAY WEALTH MANAGEMENT LLC | 88.86K | Jun 30, 26 | -39.22K | 0.19% |
| HighTower Advisors, LLC | 81.17K | Jun 30, 26 | +8.56K | 0.17% |
| Mariner, LLC | 79.50K | Jun 30, 26 | -41.68K | 0.17% |
| Premier Path Wealth Partners, LLC | 79.06K | Jun 30, 26 | +9.25K | 0.17% |
| SK Wealth Management, LLC | 77.36K | Jun 30, 26 | -1.70K | 0.16% |
| Lido Advisors, LLC | 70.54K | Jun 30, 26 | +649 | 0.15% |
| Merit Financial Group, LLC | 66.95K | Jun 30, 26 | -69.89K | 0.14% |
| Yoder Wealth Management, Inc. | 55.52K | Jun 30, 26 | -16 | 0.12% |
| DRIVE WEALTH MANAGEMENT, LLC | 53.03K | Jun 30, 26 | -2.09K | 0.11% |
| NewEdge Wealth, LLC | 52.61K | Jun 30, 26 | -4.45K | 0.11% |
| XML Financial, LLC | 50.52K | Jun 30, 26 | +1.35K | 0.11% |
| Private Advisor Group, LLC | 49.62K | Jun 30, 26 | -55.97K | 0.10% |
| Blackhawk Capital Partners LLC. | 48.29K | Jun 30, 26 | +2.59K | 0.10% |
| FIDUCIARY FINANCIAL ADVISORS | 47.70K | Jun 30, 26 | +47.70K | 0.10% |
| Karnit Road Accident Victims Compensation Fund | 47.24K | Jun 30, 26 | -- | 0.10% |
| Glen Eagle Advisors, LLC | 46.29K | Jun 30, 26 | +9.13K | 0.10% |
| BigSur Wealth Management LLC | 44.50K | Jun 30, 26 | +37.00K | 0.09% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40.08K | Jun 30, 26 | +33.94K | 0.08% |
| CITADEL ADVISORS LLC | 39.99K | Jun 30, 26 | -23.58K | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 38.09K | Jun 30, 26 | +29 | 0.08% |
| CONDOR CAPITAL MANAGEMENT | 37.23K | Jun 30, 26 | +262 | 0.08% |
| MAI Capital Management | 36.36K | Jun 30, 26 | +623 | 0.08% |
| CLIENT 1ST ADVISORY GROUP, LLC | 35.64K | Jun 30, 26 | -- | 0.08% |
| Baird Financial Group, Inc. | 35.46K | Jun 30, 26 | +17.16K | 0.07% |
| Montecito Bank & Trust | 35.39K | Jun 30, 26 | -3.63K | 0.07% |
| ETF Store, Inc. | 35.34K | Jun 30, 26 | +10.48K | 0.07% |
| Oxinas Partners Wealth Management LLC | 33.41K | Jun 30, 26 | -2.11K | 0.07% |
| Keel Point, LLC | 33.35K | Jun 30, 26 | +33.35K | 0.07% |
| Robertson Stephens Wealth Management, LLC | 33.17K | Jun 30, 26 | +39 | 0.07% |
| Rockefeller Capital Management L.P. | 32.44K | Jun 30, 26 | +908 | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 31.70K | Jun 30, 26 | -1.33K | 0.07% |
| Western Wealth Management, LLC | 31.67K | Jun 30, 26 | +14.37K | 0.07% |
| Empowered Funds, LLC | 31.51K | Jun 30, 26 | +1.57K | 0.07% |
| EverSource Wealth Advisors, LLC | 30.78K | Jun 30, 26 | +487 | 0.07% |
| Beaumont Financial Advisors, LLC | 30.46K | Jun 30, 26 | -1.56K | 0.06% |
| Sherry Group, Inc. | 29.82K | Jun 30, 26 | -227 | 0.06% |
| Kestra Advisory Services, LLC | 29.63K | Jun 30, 26 | -12.49K | 0.06% |
| Integrated Wealth Concepts LLC | 29.38K | Jun 30, 26 | +823 | 0.06% |
| FIRST FINANCIAL CORP /IN/ | 28.60K | Jun 30, 26 | -838 | 0.06% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 28.19K | Jun 30, 26 | +960 | 0.06% |
| Beckerman Institutional, LLC | 27.88K | Jun 30, 26 | -412 | 0.06% |
| Per Stirling Capital Management, LLC. | 25.66K | Jun 30, 26 | -13.98K | 0.05% |
| Perigon Wealth Management, LLC | 24.61K | Jun 30, 26 | -1.12K | 0.05% |
| Fischer Financial Services, Inc. | 24.20K | Jun 30, 26 | -140 | 0.05% |
| NBC SECURITIES, INC. | 23.57K | Jun 30, 26 | -2.21K | 0.05% |
| XY Planning Network, Inc. | 22.84K | Jun 30, 26 | +1.78K | 0.05% |
| Geneos Wealth Management Inc. | 21.79K | Jun 30, 26 | +2.00K | 0.05% |
| Summit Wealth Partners, LLC | 21.75K | Jun 30, 26 | -3.77K | 0.05% |
| N.E.W. Advisory Services LLC | 21.58K | Jun 30, 26 | -385 | 0.05% |
| Ellis Investment Partners, LLC | 21.49K | Jun 30, 26 | +49 | 0.05% |
| IHT Wealth Management, LLC | 21.34K | Jun 30, 26 | -2.73K | 0.05% |
| MML INVESTORS SERVICES, LLC | 21.02K | Jun 30, 26 | +5.84K | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 20.78K | Jun 30, 26 | +10.81K | 0.04% |
| Retirement Planning Group | 19.96K | Jun 30, 26 | +1.52K | 0.04% |
| Arsenal Capital Advisors LLC | 19.84K | Jun 30, 26 | -- | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 19.01K | Jun 30, 26 | -8.91K | 0.04% |
| SFI Advisors, LLC | 18.99K | Jun 30, 26 | -- | 0.04% |
| Legacy Financial Group LLC | 17.27K | Jun 30, 26 | -27 | 0.04% |
| FIFTH THIRD BANCORP | 16.94K | Jun 30, 26 | -18 | 0.04% |
| Mengis Capital Management, Inc. | 16.26K | Jun 30, 26 | +16 | 0.03% |
| Avestar Capital, LLC | 15.91K | Jun 30, 26 | +631 | 0.03% |
| Skyline Advisors, Inc. | 15.58K | Jun 30, 26 | -4.00K | 0.03% |
| CreativeOne Wealth, LLC | 15.57K | Jun 30, 26 | -138 | 0.03% |
| HARBOUR INVESTMENTS, INC. | 15.49K | Jun 30, 26 | -851 | 0.03% |
| WEBSTER BANK, N. A. | 15.04K | Jun 30, 26 | -200 | 0.03% |
| Summit Financial, LLC | 14.82K | Jun 30, 26 | -224 | 0.03% |
| Opulen Financial Group LLC | 14.64K | Jun 30, 26 | -741 | 0.03% |
| Buckingham Strategic Partners | 14.63K | Jun 30, 26 | +109 | 0.03% |
| Alchemi Wealth, LLC | 14.58K | Jun 30, 26 | +3.30K | 0.03% |
| Wealthfront Advisers LLC | 14.58K | Jun 30, 26 | +1.58K | 0.03% |
| OMNI 360 Wealth, Inc. | 14.47K | Jun 30, 26 | +412 | 0.03% |
| WORLD EQUITY GROUP, INC. | 14.28K | Jun 30, 26 | -801 | 0.03% |
| REDW Wealth LLC | 13.76K | Jun 30, 26 | -- | 0.03% |
| ROYAL BANK OF CANADA | 13.68K | Jun 30, 26 | -777 | 0.03% |
| HOWARD BAILEY SECURITIES, LLC | 13.65K | Jun 30, 26 | -3.38K | 0.03% |
| MBE Wealth Management, LLC | 13.59K | Jun 30, 26 | -- | 0.03% |
| Keystone Financial Group | 13.49K | Jun 30, 26 | +2 | 0.03% |
| RFG Advisory, LLC | 13.38K | Jun 30, 26 | -250 | 0.03% |
| Mayflower Financial Advisors, LLC | 13.13K | Jun 30, 26 | -720 | 0.03% |
| Cornerstone Financial Group, LLC /NE/ | 12.77K | Jun 30, 26 | +52 | 0.03% |
| TopTier Wealth Management, LLC | 12.77K | Jun 30, 26 | -147 | 0.03% |
| Bison Wealth, LLC | 12.73K | Jun 30, 26 | -342 | 0.03% |
| Fermata Advisors, LLC | 12.70K | Jun 30, 26 | -5 | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 11.99K | Jun 30, 26 | +11.99K | 0.03% |
| Security Financial Services, INC. | 11.82K | Jun 30, 26 | -576 | 0.02% |
| WealthPlan Investment Management, LLC | 10.96K | Jun 30, 26 | -4.73K | 0.02% |
| HARBOR ADVISORY CORP /MA/ | 10.74K | Jun 30, 26 | -- | 0.02% |
| HRT FINANCIAL LP | 10.52K | Jun 30, 26 | +4.78K | 0.02% |
| CoreCap Advisors, LLC | 10.14K | Jun 30, 26 | -256 | 0.02% |
| Grove Street Fiduciary, LLC | 10.07K | Jun 30, 26 | -- | 0.02% |
| Key FInancial Inc | 10.05K | Jun 30, 26 | +1.20K | 0.02% |
| Steward Partners Investment Advisory, LLC | 9.86K | Jun 30, 26 | -1.15K | 0.02% |
| Clearwater Capital Advisors, LLC | 9.57K | Jun 30, 26 | -854 | 0.02% |
| Farther Finance Advisors, LLC | 9.34K | Jun 30, 26 | +4.41K | 0.02% |
| Herold Advisors, Inc. | 8.96K | Jun 30, 26 | -2.27K | 0.02% |
| Belpointe Asset Management LLC | 8.65K | Jun 30, 26 | +3.43K | 0.02% |
| AE Wealth Management LLC | 8.54K | Jun 30, 26 | +1.38K | 0.02% |
| Snowden Capital Advisors LLC | 8.34K | Jun 30, 26 | +2.50K | 0.02% |
| Revolve Wealth Partners, LLC | 8.33K | Jun 30, 26 | -- | 0.02% |
| Mason & Associates Inc | 7.94K | Jun 30, 26 | -- | 0.02% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 7.75K | Jun 30, 26 | +40 | 0.02% |
| Physician Wealth Advisors, Inc. | 7.62K | Jun 30, 26 | +94 | 0.02% |
| Sanctuary Advisors, LLC | 7.38K | Jun 30, 26 | +7 | 0.02% |
| PERSONAL CFO SOLUTIONS, LLC | 6.97K | Jun 30, 26 | -107 | 0.01% |
| Atomi Financial Group, Inc. | 6.94K | Jun 30, 26 | +21 | 0.01% |
| FMR LLC | 6.89K | Jun 30, 26 | +1.00K | 0.01% |
| Cresset Asset Management, LLC | 6.79K | Jun 30, 26 | -6 | 0.01% |
| Modera Wealth Management, LLC | 6.44K | Jun 30, 26 | -2.95K | 0.01% |
| Impact Capital Partners LLC | 6.24K | Jun 30, 26 | +6.24K | 0.01% |
| REAP Financial Group, LLC | 6.07K | Jun 30, 26 | -2.70K | 0.01% |
| Savvy Advisors, Inc. | 6.05K | Jun 30, 26 | -197 | 0.01% |
| WEDBUSH SECURITIES INC | 6.05K | Jun 30, 26 | +602 | 0.01% |
| Prime Capital Investment Advisors, LLC | 6.02K | Jun 30, 26 | -1.53K | 0.01% |
| WOODMONT INVESTMENT COUNSEL LLC | 5.75K | Jun 30, 26 | -- | 0.01% |
| United Advisor Group, LLC | 5.56K | Jun 30, 26 | +3 | 0.01% |
| KPP Advisory Services LLC | 5.54K | Jun 30, 26 | -- | 0.01% |
| Sunpointe, LLC | 5.46K | Jun 30, 26 | -- | 0.01% |
| VestGen Advisors, LLC | 5.45K | Jun 30, 26 | -349 | 0.01% |
| Capital Investment Advisory Services, LLC | 5.39K | Jun 30, 26 | -1 | 0.01% |
| Integrity Financial Corp /WA | 5.39K | Jun 30, 26 | -114 | 0.01% |
| MONECO Advisors, LLC | 5.38K | Jun 30, 26 | +1 | 0.01% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 5.37K | Jun 30, 26 | -- | 0.01% |
| CI Private Wealth, LLC | 5.28K | Jun 30, 26 | -146 | 0.01% |
| Detalus Advisors, LLC | 5.28K | Jun 30, 26 | +228 | 0.01% |
| Sigma Planning Corp | 5.24K | Jun 30, 26 | +11 | 0.01% |
| PARK AVENUE SECURITIES LLC | 5.14K | Jun 30, 26 | +5.14K | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.13K | Jun 30, 26 | -702 | 0.01% |
| SFMG, LLC | 5.05K | Jun 30, 26 | +13 | 0.01% |
| SGL Investment Advisors, Inc. | 5.04K | Jun 30, 26 | -67 | 0.01% |
| Refined Wealth Management | 4.57K | Jun 30, 26 | +4.57K | 0.01% |
| CROBAN | 4.55K | Jun 30, 26 | +4.55K | 0.01% |
| Cyndeo Wealth Partners, LLC | 4.55K | Jun 30, 26 | +4.55K | 0.01% |
| PRIVATE TRUST CO NA | 4.43K | Jun 30, 26 | -- | 0.01% |
| TWO SIGMA SECURITIES, LLC | 4.34K | Jun 30, 26 | -2.70K | 0.01% |
| Gen-Wealth Partners Inc | 4.29K | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.76K | Jun 30, 26 | -5.97K | 0.01% |
| ASSETMARK, INC | 3.32K | Jun 30, 26 | -58 | 0.01% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3.06K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 3.00K | Jun 30, 26 | -- | 0.01% |
| Strategic Wealth Partners, Ltd. | 2.52K | Jun 30, 26 | +538 | 0.01% |
| Avalon Trust Co | 2.11K | Jun 30, 26 | -- | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2.08K | Jun 30, 26 | +2.08K | 0.00% |
| SBI Securities Co., Ltd. | 2.07K | Jun 30, 26 | -2.32K | 0.00% |
| Aptus Capital Advisors, LLC | 1.93K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.40K | Jun 30, 26 | +50 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.34K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 1.19K | Jun 30, 26 | -43 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.08K | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Russell Investments Group, Ltd. | 861 | Jun 30, 26 | +861 | 0.00% |
| Institute for Wealth Management, LLC. | 650 | Jun 30, 26 | +650 | 0.00% |
| AlphaCore Capital LLC | 556 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 469 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 411 | Jun 30, 26 | +69 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 396 | Jun 30, 26 | +2 | 0.00% |
| Covestor Ltd | 337 | Jun 30, 26 | -71 | 0.00% |
| Synergy Investment Management, LLC | 302 | Jun 30, 26 | +2 | 0.00% |
| BlackRock, Inc. | 262 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 253 | Jun 30, 26 | +253 | 0.00% |
| Noble Wealth Management PBC | 218 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 210 | Jun 30, 26 | +210 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 210 | Jun 30, 26 | +210 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 181 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 163 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 151 | Jun 30, 26 | -- | 0.00% |
| Addison Advisors LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 149 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 127 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 127 | Jun 30, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 99 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 83 | Jun 30, 26 | +83 | 0.00% |
| WPG Advisers, LLC | 72 | Jun 30, 26 | -50 | 0.00% |
| Godfrey Financial Associates, Inc. | 68 | Jun 30, 26 | -- | 0.00% |
| NBT BANK N A /NY | 60 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 34 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 32 | Jun 30, 26 | -- | 0.00% |
| Planning Strategies Inc. | 31 | Jun 30, 26 | +31 | 0.00% |
| CX Institutional | 29 | Jun 30, 26 | -121 | 0.00% |
| SHP Wealth Management | 21 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 10 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 9 | Jun 30, 26 | +9 | 0.00% |
| Financial Gravity Companies, Inc. | 4 | Jun 30, 26 | +4 | 0.00% |
| Luminist Capital LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| Koss-Olinger Consulting, LLC | -- | Jun 30, 26 | -29.26K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -909 | -- |
| TOMPKINS FINANCIAL CORP | -- | Jun 30, 26 | -81 | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -10 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -13.10K | -- |
| BAYBAN | -- | Jun 30, 26 | -53 | -- |
| Janney Montgomery Scott LLC | -- | Jun 30, 26 | -6.14K | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -26 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -21.50K | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -202.51K | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -5.59K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -50.55K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -94.41K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -19.65K | -- |
| CWM, LLC | 256.85K | Mar 31, 26 | -3.81K | 0.54% |
| Leo Wealth, LLC | 80.13K | Mar 31, 26 | +16.68K | 0.17% |
| JOURNEY STRATEGIC WEALTH LLC | 65.88K | Mar 31, 26 | -873 | 0.14% |
| U.S. Capital Wealth Advisors, LLC | 13.98K | Mar 31, 26 | -1.16K | 0.03% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 297 | Mar 31, 26 | +30 | 0.00% |
| Financial Gravity Asset Management, Inc. | 4 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 16.25K | Dec 31, 25 | +1.79K | 0.03% |
| CIBC Private Wealth Group, LLC | 68 | Dec 31, 25 | -- | 0.00% |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -65 | -- |
| PINNACLE FINANCIAL PARTNERS INC | 149.78K | Sep 30, 25 | +13.69K | 0.32% |
| Defined Financial Planning LLC | 136.18K | Sep 30, 25 | -7.07K | 0.29% |
| Full Sail Capital, LLC | 6.47K | Sep 30, 25 | -65 | 0.01% |
| Kathleen S. Wright Associates Inc. | 700 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 73.08K | Jun 30, 25 | +414 | 0.15% |
| Exchange Capital Management, Inc. | 45.90K | Jun 30, 25 | +1.89K | 0.10% |
| Atria Wealth Solutions, Inc. | 6.34K | Jun 30, 25 | -13.83K | 0.01% |
| BOSTON FINANCIAL MANGEMENT LLC | 24.97K | Dec 31, 24 | -7.07K | 0.05% |
| WR Wealth Planners, LLC | 474 | Dec 31, 24 | -534 | 0.00% |
| Treynor Bancshares, Inc. | -- | Dec 31, 24 | -8.83K | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -531 | -- |
| Sweet Financial Partners, LLC | 304.00K | Sep 30, 24 | +5.96K | 0.64% |
| CEDRUS LLC | 106.39K | Sep 30, 24 | +9.20K | 0.22% |
| RAYMOND JAMES & ASSOCIATES | 79.48K | Sep 30, 24 | -449 | 0.17% |
| Raymond James Financial Services Advisors, Inc. | 56.65K | Sep 30, 24 | -11.89K | 0.12% |
| RAYMOND JAMES TRUST N.A. | 14.27K | Sep 30, 24 | -800 | 0.03% |
| Peterson Financial Group, Inc. | 236 | Sep 30, 24 | +236 | 0.00% |
| Aspire Wealth Management Corp | 161 | Sep 30, 24 | -4 | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 218.35K | Jun 30, 24 | -4.04K | 0.46% |
| Cetera Advisors LLC | 103.99K | Mar 31, 24 | -505 | 0.22% |
| Cetera Advisor Networks LLC | 74.89K | Mar 31, 24 | -52.20K | 0.16% |
| KLR INVESTMENT ADVISORS, LLC | 38.90K | Mar 31, 24 | -16.32K | 0.08% |
| Retirement Group, LLC | 238 | Mar 31, 24 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 130.96K | Sep 30, 23 | -884 | 0.28% |
| Truadvice, LLC | 42.59K | Sep 30, 23 | +24.95K | 0.09% |
| Johnson Midwest Financial, LLC | 736 | Sep 30, 23 | -- | 0.00% |
| LEO BROKERAGE, LLC | 53.69K | Jun 30, 23 | -5.51K | 0.11% |
| TimeScale Financial, Inc. | 17.24K | Jun 30, 23 | +5.65K | 0.04% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -271 | -- |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 51.65K | Mar 31, 23 | +17.82K | 0.11% |
| Claraphi Advisory Network, LLC | 61.23K | Dec 31, 22 | +1.82K | 0.13% |
| GOFEN & GLOSSBERG LLC /IL/ | 8.60K | Dec 31, 22 | +8.60K | 0.02% |
| ROOSEVELT INVESTMENT GROUP LLC | 687.97K | Sep 30, 22 | +16.85K | 1.45% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 76.16K | Sep 30, 22 | +5.29K | 0.16% |
| 55I, LLC | 52.35K | Sep 30, 22 | +8.48K | 0.11% |
| Beaumont Financial Partners, LLC | 20.59K | Sep 30, 22 | -9.40K | 0.04% |
| KARLINSKI ANDREW C | 8.55K | Sep 30, 22 | +4 | 0.02% |
| Strategic Asset Management, LLC | 5.37K | Sep 30, 22 | -14.10K | 0.01% |
| Surevest, LLC | 2.62K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 1.54K | Sep 30, 22 | -- | 0.00% |
| Spectrum Management Group, LLC | 499 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -480 | -- |
| Frontier Wealth Management LLC | 7.13K | Jun 30, 22 | -- | 0.02% |
| Corbenic Partners LLC | 6.76K | Jun 30, 22 | -169.27K | 0.01% |
| Freedman Financial Associates, Inc. | 1.20K | Mar 31, 22 | +1.20K | 0.00% |
| VIVID FINANCIAL MANAGEMENT, INC. | 195.60K | Dec 31, 21 | -19.21K | 0.41% |
| JD Financial Services Inc. | 190.00K | Dec 31, 21 | -7.53K | 0.40% |
| NEXT Financial Group, Inc | 13.43K | Dec 31, 21 | -3.20K | 0.03% |
| Investors Financial Group, LLC | 11.26K | Dec 31, 21 | +75 | 0.02% |
| Carroll Financial Associates, Inc. | 374 | Dec 31, 21 | -- | 0.00% |
| DeGreen Capital Management LLC | 569.37K | Sep 30, 21 | +218.89K | 1.20% |
| Harborview Advisors, LLC | 251.99K | Sep 30, 21 | +10.60K | 0.53% |
| Psagot Value Holdings Ltd. | 31.52K | Sep 30, 21 | -2.00M | 0.07% |
| Cascadia Advisory Services, LLC | 30.45K | Sep 30, 21 | -9.95K | 0.06% |
| Hochman Cole Investment Advisors, Inc. | 11.79K | Sep 30, 21 | -2.48K | 0.02% |
| BADGLEY PHELPS & BELL INC | 503.47K | Jun 30, 21 | +38.76K | 1.06% |
| MACRO Consulting Group | 117.09K | Jun 30, 21 | +3.09K | 0.25% |
| Pinnacle Wealth Advisors | 96.21K | Jun 30, 21 | +96.21K | 0.20% |
| USCA RIA LLC | 9.12K | Jun 30, 21 | -15.30K | 0.02% |
| 20/20 Capital Management, Inc. | 5.19K | Jun 30, 21 | +251 | 0.01% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1.93M | Dec 31, 20 | -8.10K | 4.09% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 70.15K | Dec 31, 20 | +11.60K | 0.15% |
| Partnervest Advisory Services LLC | 24.25K | Sep 30, 20 | +705 | 0.05% |
| Capstone Financial Group, Inc. | 13.93K | Sep 30, 20 | -257 | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 23.45K | Dec 31, 19 | -1.19K | 0.05% |
| Advisor Group, Inc. | 15.03K | Dec 31, 19 | -30.12K | 0.03% |
| Vantage Investment Advisors, LLC | 29 | Sep 30, 18 | -- | 0.00% |
