iShares Future Exponential Technologies ETF(XT)

$82.75—Stale · unknown old

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iShares Future Exponential Technologies ETF(XT)

NASDAQ • Last print unknown ago

$82.75—Stale · unknown old

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XT(XT)

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Institutional Ownership

Top 389 Institutional Holders

Holder	Shares	Date	Change	% Held
Financial Engines Advisors L.L.C.	29.47M	Jun 30, 26	-2.93M	59.82%
LPL Financial LLC	616.36K	Jun 30, 26	-2.99K	1.25%
Baird Financial Group, Inc.	557.56K	Jun 30, 26	-1.33K	1.13%
AMERIPRISE FINANCIAL INC	544.88K	Jun 30, 26	-67.43K	1.11%
COMMONWEALTH EQUITY SERVICES, LLC	326.75K	Jun 30, 26	-2.63K	0.66%
BANK OF AMERICA CORP /DE/	276.03K	Jun 30, 26	-4.89K	0.56%
UBS Group AG	264.70K	Jun 30, 26	-17.99K	0.54%
Wealthcare Advisory Partners LLC	264.66K	Jun 30, 26	+8.82K	0.54%
MORGAN STANLEY	240.44K	Jun 30, 26	+4.55K	0.49%
RAYMOND JAMES FINANCIAL INC	234.35K	Jun 30, 26	+26.17K	0.48%
New England Private Wealth Advisors LLC	216.53K	Jun 30, 26	+802	0.44%
Wharton Business Group, LLC	202.88K	Jun 30, 26	--	0.41%
Fundamentum, LLC	155.27K	Jun 30, 26	-19.02K	0.32%
Arkadios Wealth Advisors	138.06K	Jun 30, 26	+3.20K	0.28%
Private Advisory Group LLC	134.34K	Jun 30, 26	+21.06K	0.27%
Betterment LLC	125.62K	Jun 30, 26	-1.54K	0.25%
Clearwater Capital Advisors, LLC	121.99K	Jun 30, 26	-4.32K	0.25%
Mariner, LLC	111.60K	Jun 30, 26	-6.49K	0.23%
Brookstone Capital Management	111.33K	Jun 30, 26	+5.23K	0.23%
CFS Investment Advisory Services, LLC	109.24K	Jun 30, 26	-997	0.22%
BARRETT & COMPANY, INC.	102.73K	Jun 30, 26	+8.76K	0.21%
DAYMARK WEALTH PARTNERS, LLC	92.02K	Jun 30, 26	+487	0.19%
Savvy Advisors, Inc.	91.41K	Jun 30, 26	+1.86K	0.19%
Cetera Investment Advisers	86.56K	Jun 30, 26	+14.56K	0.18%
WELLS FARGO & COMPANY/MN	86.29K	Jun 30, 26	+5.74K	0.18%
CIBC WORLD MARKET INC.	84.74K	Jun 30, 26	-5.57K	0.17%
JONES FINANCIAL COMPANIES LLLP	81.30K	Jun 30, 26	+7.40K	0.17%
MGO ONE SEVEN LLC	73.77K	Jun 30, 26	-179	0.15%
Valmark Advisers, Inc.	73.48K	Jun 30, 26	-934	0.15%
ENVESTNET ASSET MANAGEMENT INC	70.83K	Jun 30, 26	-20.68K	0.14%
ROYAL BANK OF CANADA	62.92K	Jun 30, 26	+17.75K	0.13%
Kestra Advisory Services, LLC	60.05K	Jun 30, 26	-47.30K	0.12%
ADVISOR GROUP HOLDINGS, INC.	57.05K	Jun 30, 26	+1.55K	0.12%
Brinker Capital Investments, LLC	53.70K	Jun 30, 26	-3.04K	0.11%
Atlas Private Wealth Advisors	51.66K	Jun 30, 26	+7.45K	0.10%
FMR LLC	47.83K	Jun 30, 26	+2.21K	0.10%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	40.16K	Jun 30, 26	+637	0.08%
MML INVESTORS SERVICES, LLC	36.85K	Jun 30, 26	+3.63K	0.07%
Dynamic Advisor Solutions LLC	35.10K	Jun 30, 26	-4.34K	0.07%
RFG Advisory, LLC	32.00K	Jun 30, 26	-1.43K	0.06%
Wealthcare Capital Partners, LLC	29.06K	Jun 30, 26	-1.30K	0.06%
Steward Partners Investment Advisory, LLC	28.39K	Jun 30, 26	+2.25K	0.06%
EVERGREEN CAPITAL MANAGEMENT LLC	28.28K	Jun 30, 26	+5	0.06%
TRUIST FINANCIAL CORP	27.41K	Jun 30, 26	-22.68K	0.06%
Cambridge Investment Research Advisors, Inc.	27.22K	Jun 30, 26	-1.89K	0.06%
GTS SECURITIES LLC	26.63K	Jun 30, 26	+26.63K	0.05%
JANE STREET GROUP, LLC	26.60K	Jun 30, 26	+26.60K	0.05%
Gotham Asset Management, LLC	26.36K	Jun 30, 26	--	0.05%
Gladstone Institutional Advisory LLC	25.80K	Jun 30, 26	-1.05K	0.05%
Mirae Asset Global Investments Co., Ltd.	24.82K	Jun 30, 26	-40.60K	0.05%
FLOW TRADERS U.S. LLC	23.91K	Jun 30, 26	+14.78K	0.05%
Opus Financial Solutions LLC	23.40K	Jun 30, 26	-191	0.05%
Kingsview Wealth Management, LLC	23.31K	Jun 30, 26	+37	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.82K	Jun 30, 26	-359	0.05%
BANK OF MONTREAL /CAN/	21.93K	Jun 30, 26	-351	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	21.11K	Jun 30, 26	+21.11K	0.04%
Berger Financial Group, Inc	20.35K	Jun 30, 26	-2.68K	0.04%
Integrated Wealth Concepts LLC	19.77K	Jun 30, 26	+9.24K	0.04%
GWN SECURITIES INC.	19.19K	Jun 30, 26	-1.56K	0.04%
RITHOLTZ WEALTH MANAGEMENT	19.13K	Jun 30, 26	-436	0.04%
HighTower Advisors, LLC	18.95K	Jun 30, 26	+1.36K	0.04%
Sentinus, LLC	18.72K	Jun 30, 26	-516	0.04%
VALLEY NATIONAL ADVISERS INC	18.49K	Jun 30, 26	+2	0.04%
Wealthfront Advisers LLC	18.30K	Jun 30, 26	+5.88K	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	15.79K	Jun 30, 26	-798	0.03%
Traynor Capital Management, Inc.	15.63K	Jun 30, 26	+66	0.03%
Cerity Partners LLC	15.35K	Jun 30, 26	-367	0.03%
COURIER CAPITAL LLC	14.78K	Jun 30, 26	+290	0.03%
AlphaCore Capital LLC	14.64K	Jun 30, 26	-1.34K	0.03%
SWEENEY & MICHEL, LLC	14.54K	Jun 30, 26	-514	0.03%
AE Wealth Management LLC	14.32K	Jun 30, 26	-71	0.03%
Beacon Pointe Advisors, LLC	13.78K	Jun 30, 26	+9.72K	0.03%
Quantinno Capital Management LP	13.66K	Jun 30, 26	+6.20K	0.03%
Creative Planning	13.64K	Jun 30, 26	-765	0.03%
NFP Retirement, Inc.	13.45K	Jun 30, 26	--	0.03%
Colony Group, LLC	13.44K	Jun 30, 26	+2.42K	0.03%
MAI Capital Management	13.31K	Jun 30, 26	-270	0.03%
Ally Invest Advisors Inc.	13.28K	Jun 30, 26	-475	0.03%
Crescent Grove Advisors, LLC	13.17K	Jun 30, 26	-112	0.03%
Farther Finance Advisors, LLC	12.85K	Jun 30, 26	-245	0.03%
Glen Eagle Advisors, LLC	12.60K	Jun 30, 26	-233	0.03%
JPMORGAN CHASE & CO	12.39K	Jun 30, 26	+10.07K	0.03%
GOLDMAN SACHS GROUP INC	11.77K	Jun 30, 26	+11.77K	0.02%
Pallas Capital Advisors LLC	11.73K	Jun 30, 26	-10	0.02%
MERCER GLOBAL ADVISORS INC /ADV	11.29K	Jun 30, 26	-2.53K	0.02%
Curran Financial Partners, LLC	11.05K	Jun 30, 26	+1.29K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10.75K	Jun 30, 26	-1.02K	0.02%
Concurrent Investment Advisors, LLC	10.45K	Jun 30, 26	+43	0.02%
Apollon Wealth Management, LLC	10.18K	Jun 30, 26	-559	0.02%
Qube Research & Technologies Ltd	10.13K	Jun 30, 26	-3.79K	0.02%
Clay Northam Wealth Management, LLC	9.91K	Jun 30, 26	+1	0.02%
Family Office Research LLC	9.91K	Jun 30, 26	--	0.02%
Cannon Advisors, Inc.	9.76K	Jun 30, 26	+2.59K	0.02%
Mezzasalma Advisors, LLC	9.73K	Jun 30, 26	--	0.02%
SAX WEALTH ADVISORS, LLC	9.61K	Jun 30, 26	-1.67K	0.02%
Evolution Wealth Advisors, LLC	9.54K	Jun 30, 26	--	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.34K	Jun 30, 26	+389	0.02%
CAPTRUST FINANCIAL ADVISORS	9.20K	Jun 30, 26	-519	0.02%
Resources Investment Advisors, LLC.	9.19K	Jun 30, 26	+3.64K	0.02%
Savant Capital, LLC	9.04K	Jun 30, 26	+9.04K	0.02%
CHECK CAPITAL MANAGEMENT INC/CA	8.80K	Jun 30, 26	--	0.02%
HBK Sorce Advisory LLC	8.40K	Jun 30, 26	-437	0.02%
Mission Financial Group, LLC	8.36K	Jun 30, 26	+8.36K	0.02%
CI Private Wealth, LLC	8.28K	Jun 30, 26	+557	0.02%
CX Institutional	7.70K	Jun 30, 26	-1.05K	0.02%
Pensionmark Financial Group, LLC	7.63K	Jun 30, 26	-406	0.02%
Wilson & Boucher Capital Management, LLC	7.55K	Jun 30, 26	-300	0.02%
WNY Asset Management, LLC	7.53K	Jun 30, 26	+2	0.02%
Comprehensive Money Management Services LLC	7.53K	Jun 30, 26	-90	0.02%
INTERACTIVE FINANCIAL ADVISORS, INC.	7.52K	Jun 30, 26	+95	0.02%
REDW Wealth LLC	7.42K	Jun 30, 26	--	0.02%
Equitable Holdings, Inc.	7.33K	Jun 30, 26	-236	0.01%
Essex Financial Services, Inc.	7.27K	Jun 30, 26	--	0.01%
Prime Capital Investment Advisors, LLC	7.16K	Jun 30, 26	+660	0.01%
Janney Montgomery Scott LLC	7.12K	Jun 30, 26	+7.12K	0.01%
McKinley Carter Wealth Services, Inc.	7.07K	Jun 30, 26	--	0.01%
BostonPremier Wealth LLC	7.07K	Jun 30, 26	-328	0.01%
Christensen, King & Associates Investment Services, Inc.	7.03K	Jun 30, 26	--	0.01%
McGinn Penninger Investment Management, Inc.	6.95K	Jun 30, 26	-1.04K	0.01%
EP Wealth Advisors, LLC	6.93K	Jun 30, 26	-95	0.01%
IFG Advisory, LLC	6.91K	Jun 30, 26	+6.91K	0.01%
BlackRock, Inc.	6.85K	Jun 30, 26	--	0.01%
HB Wealth Management, LLC	6.67K	Jun 30, 26	--	0.01%
Strategic Blueprint, LLC	6.62K	Jun 30, 26	-19	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	6.58K	Jun 30, 26	-12	0.01%
XY Planning Network, Inc.	6.54K	Jun 30, 26	--	0.01%
Atlantic Union Bankshares Corp	6.47K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	6.38K	Jun 30, 26	-153	0.01%
Sanctuary Advisors, LLC	5.98K	Jun 30, 26	+1.01K	0.01%
Madrid Wealth Management, LLC	5.85K	Jun 30, 26	--	0.01%
Destination Wealth Management	5.80K	Jun 30, 26	-197	0.01%
VERITY Wealth Advisors	5.79K	Jun 30, 26	--	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	5.75K	Jun 30, 26	-3.27K	0.01%
Accurate Wealth Management, LLC	5.70K	Jun 30, 26	--	0.01%
STIFEL FINANCIAL CORP	5.58K	Jun 30, 26	-169	0.01%
Lido Advisors, LLC	5.53K	Jun 30, 26	-1.73K	0.01%
WEALTHCARE CAPITAL MANAGEMENT LLC	5.38K	Jun 30, 26	-21	0.01%
Coastline Trust Co	5.28K	Jun 30, 26	--	0.01%
OPPENHEIMER & CO INC	5.25K	Jun 30, 26	+635	0.01%
Rockefeller Capital Management L.P.	5.25K	Jun 30, 26	+1.92K	0.01%
Western Wealth Management, LLC	5.24K	Jun 30, 26	-372	0.01%
Root Financial Partners, LLC	5.22K	Jun 30, 26	-438	0.01%
Financial Partners Group, Inc	5.20K	Jun 30, 26	+23	0.01%
Focus Financial Network, Inc.	5.09K	Jun 30, 26	-218	0.01%
AQR CAPITAL MANAGEMENT LLC	4.90K	Jun 30, 26	-29	0.01%
FIFTH THIRD BANCORP	4.86K	Jun 30, 26	--	0.01%
PFG Advisors	4.84K	Jun 30, 26	-3.57K	0.01%
Atomi Financial Group, Inc.	4.80K	Jun 30, 26	+566	0.01%
COLLECTIVE FAMILY OFFICE LLC	4.71K	Jun 30, 26	--	0.01%
Merit Financial Group, LLC	4.69K	Jun 30, 26	-137	0.01%
Stratos Wealth Partners, LTD.	4.68K	Jun 30, 26	-246	0.01%
Integrity Advisory Solutions, LLC	4.42K	Jun 30, 26	--	0.01%
Vise Technologies, Inc.	4.38K	Jun 30, 26	+193	0.01%
Embree Financial Group	4.32K	Jun 30, 26	+17	0.01%
Selective Wealth Management, Inc.	4.28K	Jun 30, 26	--	0.01%
PFG Private Wealth Management, LLC	4.28K	Jun 30, 26	--	0.01%
MATHER GROUP, LLC.	4.25K	Jun 30, 26	--	0.01%
CITIZENS FINANCIAL GROUP INC/RI	4.22K	Jun 30, 26	+6	0.01%
Archford Capital Strategies, LLC	4.22K	Jun 30, 26	-425	0.01%
Tradition Wealth Management, LLC	4.16K	Jun 30, 26	-297	0.01%
Private Advisor Group, LLC	4.07K	Jun 30, 26	-6.33K	0.01%
EQ LLC	3.97K	Jun 30, 26	-604	0.01%
CFO4Life Group, LLC	3.96K	Jun 30, 26	--	0.01%
BOYUM WEALTH ARCHITECTS LLC	3.87K	Jun 30, 26	+189	0.01%
Destiny Wealth Partners, LLC	3.69K	Jun 30, 26	-26.52K	0.01%
Detalus Advisors, LLC	3.67K	Jun 30, 26	-331	0.01%
Foundations Investment Advisors, LLC	3.67K	Jun 30, 26	-110	0.01%
Symmetry Partners, LLC	3.61K	Jun 30, 26	-16	0.01%
Bouchey Financial Group Ltd	3.59K	Jun 30, 26	--	0.01%
Balance Wealth, LLC	3.46K	Jun 30, 26	+223	0.01%
Cedar Wealth Management, LLC	3.44K	Jun 30, 26	--	0.01%
Crews Bank & Trust	3.38K	Jun 30, 26	--	0.01%
Perennial Investment Advisors, LLC	3.35K	Jun 30, 26	+103	0.01%
Benchmark Financial Wealth Advisors, LLC	3.34K	Jun 30, 26	+15	0.01%
Rinkey Investments	3.27K	Jun 30, 26	--	0.01%
NewEdge Advisors, LLC	3.25K	Jun 30, 26	+2	0.01%
American Financial Advisors, LLC	3.19K	Jun 30, 26	+3.19K	0.01%
EQUITABLE TRUST CO	3.19K	Jun 30, 26	--	0.01%
Buckingham Strategic Partners	3.16K	Jun 30, 26	+3.16K	0.01%
Sigma Planning Corp	3.14K	Jun 30, 26	--	0.01%
Invst, LLC	3.10K	Jun 30, 26	--	0.01%
Pure Financial Advisors, LLC	3.09K	Jun 30, 26	--	0.01%
Cauble & Harre Wealth Management, Inc.	3.04K	Jun 30, 26	-2.88K	0.01%
Hutchens & Kramer Investment Management Group, LLC	3.04K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	2.98K	Jun 30, 26	+144	0.01%
JIM SAULNIER & ASSOCIATES, LLC	2.96K	Jun 30, 26	+2.96K	0.01%
D. E. Shaw & Co., Inc.	2.92K	Jun 30, 26	+2.92K	0.01%
VAUGHAN & Co SECURITIES, INC.	2.92K	Jun 30, 26	+2.92K	0.01%
VestGen Advisors, LLC	2.88K	Jun 30, 26	-3	0.01%
Wedmont Private Capital	2.80K	Jun 30, 26	+2.80K	0.01%
Wealthspire Advisors, LLC	2.78K	Jun 30, 26	+2.78K	0.01%
Retirement Planning Group	2.77K	Jun 30, 26	+2.77K	0.01%
Boston Trust Walden Corp	2.75K	Jun 30, 26	+2.75K	0.01%
MARSHALL WACE, LLP	2.63K	Jun 30, 26	+2.63K	0.01%
Sanibel Captiva Trust Company, Inc.	2.63K	Jun 30, 26	+2.63K	0.01%
Cresset Asset Management, LLC	2.62K	Jun 30, 26	+2.62K	0.01%
Sather Financial Group Inc	2.57K	Jun 30, 26	+2.57K	0.01%
Strategic Wealth Investment Group, LLC	2.56K	Jun 30, 26	-19.67K	0.01%
Widmann Financial Services, Inc.	2.47K	Jun 30, 26	+2.47K	0.01%
Concord Wealth Partners	2.43K	Jun 30, 26	+2.43K	0.00%
Allworth Financial LP	2.37K	Jun 30, 26	-1	0.00%
SRS Capital Advisors, Inc.	2.14K	Jun 30, 26	+1.87K	0.00%
ASSETMARK, INC	1.99K	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	1.99K	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	1.84K	Jun 30, 26	+492	0.00%
Global Retirement Partners, LLC	1.71K	Jun 30, 26	+1.71K	0.00%
LOM Asset Management Ltd	1.70K	Jun 30, 26	--	0.00%
Financial Life Planners	1.57K	Jun 30, 26	+7	0.00%
Strategic Investment Advisors / MI	1.44K	Jun 30, 26	+1.44K	0.00%
BLAIR WILLIAM & CO/IL	1.35K	Jun 30, 26	+315	0.00%
Capital Analysts, LLC	1.34K	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	1.13K	Jun 30, 26	+1.13K	0.00%
Kilter Group LLC	779	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	776	Jun 30, 26	+27	0.00%
Capital Investment Advisory Services, LLC	762	Jun 30, 26	+487	0.00%
Mascoma Wealth Management LLC	759	Jun 30, 26	-380	0.00%
ST GERMAIN D J CO INC	753	Jun 30, 26	+753	0.00%
CoreCap Advisors, LLC	751	Jun 30, 26	--	0.00%
GLENMEDE TRUST CO NA	750	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	720	Jun 30, 26	--	0.00%
TSFG, LLC	720	Jun 30, 26	+3	0.00%
EVERMAY WEALTH MANAGEMENT LLC	700	Jun 30, 26	-254	0.00%
KELLEHER FINANCIAL ADVISORS	686	Jun 30, 26	+686	0.00%
MV CAPITAL MANAGEMENT, INC.	667	Jun 30, 26	--	0.00%
CITIGROUP INC	659	Jun 30, 26	+659	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	583	Jun 30, 26	+583	0.00%
Horizon Investments, LLC	565	Jun 30, 26	-469	0.00%
HARRIS ASSOCIATES L P	563	Jun 30, 26	+563	0.00%
Federation des caisses Desjardins du Quebec	533	Jun 30, 26	--	0.00%
Finley Financial, LLC	500	Jun 30, 26	--	0.00%
Oakmont Advisory Group, LLC	498	Jun 30, 26	+498	0.00%
United Financial Planning Group LLC	480	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	465	Jun 30, 26	+465	0.00%
Heritage Wealth Advisors	458	Jun 30, 26	+458	0.00%
GODSEY & GIBB, INC	423	Jun 30, 26	--	0.00%
REAP Financial Group, LLC	393	Jun 30, 26	+352	0.00%
Harbor Asset Planning, Inc.	389	Jun 30, 26	+2	0.00%
Crewe Advisors LLC	385	Jun 30, 26	--	0.00%
JNBA Financial Advisors	368	Jun 30, 26	-32	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	364	Jun 30, 26	--	0.00%
Key FInancial Inc	360	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	335	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	300	Jun 30, 26	--	0.00%
Pacific Center for Financial Services	298	Jun 30, 26	--	0.00%
Provenance Wealth Advisors, LLC	294	Jun 30, 26	--	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	275	Jun 30, 26	+17	0.00%
IFP Advisors, Inc	259	Jun 30, 26	+154	0.00%
Measured Wealth Private Client Group, LLC	253	Jun 30, 26	+253	0.00%
Sage Mountain Advisors LLC	252	Jun 30, 26	--	0.00%
EASTERN BANK	229	Jun 30, 26	--	0.00%
CDKV HOLDINGS LLC	229	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	228	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	210	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	208	Jun 30, 26	--	0.00%
Spire Wealth Management	204	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	199	Jun 30, 26	-162	0.00%
Cranbrook Wealth Management, LLC	194	Jun 30, 26	--	0.00%
Strategic Wealth Advisors LLC	194	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	184	Jun 30, 26	+184	0.00%
MCGUIRE CAPITAL ADVISORS INC	176	Jun 30, 26	+122	0.00%
Abound Wealth Management	160	Jun 30, 26	--	0.00%
TUCKER ASSET MANAGEMENT LLC	140	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	115	Jun 30, 26	+115	0.00%
Arlington Trust Co LLC	115	Jun 30, 26	--	0.00%
TD Capital Management LLC	106	Jun 30, 26	+1	0.00%
AdvisorNet Financial, Inc	104	Jun 30, 26	--	0.00%
Main Street Group, LTD	101	Jun 30, 26	--	0.00%
Accordant Advisory Group Inc	97	Jun 30, 26	-1	0.00%
Align Financial, LLC	77	Jun 30, 26	--	0.00%
Triumph Capital Management	75	Jun 30, 26	+75	0.00%
Balentine LLC	74	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	66	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	63	Jun 30, 26	+63	0.00%
LifeSteps Financial, Inc.	60	Jun 30, 26	+60	0.00%
Buck Wealth Strategies, LLC	57	Jun 30, 26	+57	0.00%
ALERUS FINANCIAL NA	53	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	53	Jun 30, 26	+53	0.00%
Piscataqua Savings Bank	50	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	50	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	46	Jun 30, 26	+46	0.00%
WOLFF WIESE MAGANA LLC	42	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	25	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	24	Jun 30, 26	--	0.00%
Montgomery Financial Services LLC	5	Jun 30, 26	+5	0.00%
DHJJ Financial Advisors, Ltd.	4	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	4	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	2	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-1.87K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-978	--
RED REEF ADVISORS LLC	--	Jun 30, 26	-35	--
Archer Investment Corp	--	Jun 30, 26	-133	--
Envestnet Portfolio Solutions, Inc.	--	Jun 30, 26	-8.45K	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-17	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-669	--
Sound Income Strategies, LLC	--	Jun 30, 26	-386	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-296	--
Independent Advisor Alliance	--	Jun 30, 26	-6.17K	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-231	--
HORIZON BANCORP INC /IN/	--	Jun 30, 26	-17	--
MBM Wealth Consultants, LLC	--	Jun 30, 26	-95	--
Y.D. More Investments Ltd	--	Jun 30, 26	-360	--
Capstone Triton Financial Group, LLC	--	Jun 30, 26	-3.18K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-231	--
HRT FINANCIAL LP	--	Jun 30, 26	-5.30K	--
HANTZ FINANCIAL SERVICES, INC.	--	Jun 30, 26	-11	--
CWM, LLC	182.42K	Mar 31, 26	-1.67K	0.37%
Jaffetilchin Investment Partners, LLC	20.48K	Mar 31, 26	--	0.04%
MOSELEY INVESTMENT MANAGEMENT INC	9.88K	Mar 31, 26	+106	0.02%
Vivaldi Capital Management LP	9.39K	Mar 31, 26	+654	0.02%
EXENCIAL WEALTH ADVISORS, LLC	7.43K	Mar 31, 26	+236	0.02%
Cherry Tree Wealth Management, LLC	419	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	231	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	23	Mar 31, 26	--	0.00%
MGB Wealth Management, LLC	10.29K	Dec 31, 25	+230	0.02%
COMERICA BANK	4.86K	Dec 31, 25	-152	0.01%
CIBC Private Wealth Group, LLC	2.56K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-4.88K	--
SPC Financial, Inc.	16.21K	Sep 30, 25	-280	0.03%
Siligmueller & Norvid Wealth Advisors LLC	11.13K	Sep 30, 25	+11.13K	0.02%
Abich Financial Wealth Management LLC	3.46K	Sep 30, 25	+3.46K	0.01%
Glenmede Investment Management, LP	750	Sep 30, 25	--	0.00%
West Oak Capital, LLC	300	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	28.48K	Jun 30, 25	-2.13K	0.06%
Christopher J. Hasenberg, Inc	19.02K	Jun 30, 25	+19.02K	0.04%
PrairieView Partners, LLC	322	Jun 30, 25	--	0.00%
First Horizon Advisors, Inc.	13	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	105.25K	Mar 31, 25	-9.39K	0.21%
Lane & Associates LLC	8.88K	Mar 31, 25	-191	0.02%
Sandy Spring Bank	7.63K	Mar 31, 25	--	0.02%
Safeguard Financial, LLC	--	Mar 31, 25	-3.46K	--
Sweet Financial Partners, LLC	189.41K	Sep 30, 24	-1.06K	0.38%
Raymond James Financial Services Advisors, Inc.	156.38K	Sep 30, 24	+2.53K	0.32%
RAYMOND JAMES & ASSOCIATES	88.58K	Sep 30, 24	+1.94K	0.18%
Essex Private Wealth Management, LLC	34.86K	Sep 30, 24	+550	0.07%
RAYMOND JAMES TRUST N.A.	--	Sep 30, 24	-4.01K	--
BUCKINGHAM STRATEGIC WEALTH, LLC	6.06K	Jun 30, 24	-3.17K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.54K	Jun 30, 24	+95	0.01%
ICA Group Wealth Management, LLC	400	Jun 30, 24	-2.62K	0.00%
Cetera Advisor Networks LLC	11.99K	Mar 31, 24	+3.63K	0.02%
InterOcean Capital Group, LLC	7.22K	Mar 31, 24	-29	0.01%
Cetera Advisors LLC	3.86K	Mar 31, 24	+273	0.01%
CAMBRIDGE TRUST CO	229	Mar 31, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	36.52K	Dec 31, 23	+36.52K	0.07%
Baystate Wealth Management LLC	50	Dec 31, 23	--	0.00%
WealthOne, LLC	42.77K	Sep 30, 23	-1.63K	0.09%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	38.68K	Sep 30, 23	-2.27K	0.08%
PATHSTONE FAMILY OFFICE, LLC	4.00K	Sep 30, 23	+4.00K	0.01%
First Capital Advisors Group, LLC.	262	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	--	Jun 30, 23	-479	--
ASSET MANAGEMENT CORP /IL/ /ADV	41.81K	Mar 31, 23	-571	0.08%
Catalyst Wealth Management, LLC	7.70K	Mar 31, 23	-1.03K	0.02%
Sanford Advisory Services, LLC	13.45K	Dec 31, 22	-2.77K	0.03%
Personal Capital Advisors Corp	12.59K	Dec 31, 22	--	0.03%
MUFG Americas Holdings Corp	1.59K	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	1.48K	Sep 30, 22	+1.48K	0.00%
Covington Capital Management	725	Sep 30, 22	--	0.00%
American Portfolios Advisors	161	Sep 30, 22	-918	0.00%
Emerson Wealth, LLC	7.71K	Jun 30, 22	+1.30K	0.02%
Pinnacle Private Wealth, LLC	4.66K	Jun 30, 22	+1.00K	0.01%
Fieldpoint Private Securities, LLC	1.28K	Jun 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-146	--
RITTER DANIHER FINANCIAL ADVISORY LLC	125	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	500	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-25	--
Cascadia Advisory Services, LLC	33.83K	Sep 30, 21	+114	0.07%
Homrich & Berg	12.47K	Sep 30, 21	-1.50K	0.03%
BADGLEY PHELPS & BELL INC	196.02K	Jun 30, 21	+4.54K	0.40%
Hoover Financial Advisors, Inc.	7	Jun 30, 21	--	0.00%
Lighthouse Financial Advisors, Inc.	7.78K	Mar 31, 21	-528	0.02%
Stewardship Financial Advisors, LLC	4.02K	Mar 31, 21	--	0.01%
NewFocus Financial Group, LLC	6.00K	Dec 31, 20	-288	0.01%
Stearns Financial Services Group	2.12K	Sep 30, 20	+1.75K	0.00%
Watson Rebecca	--	Sep 30, 20	-1.65K	--
Lenox Wealth Management, Inc.	300	Jun 30, 20	--	0.00%
Willingdon Wealth Management	6.86K	Mar 31, 20	+179	0.01%
Advisor Group, Inc.	90.69K	Dec 31, 19	+914	0.18%
LADENBURG THALMANN FINANCIAL SERVICES INC.	45.91K	Dec 31, 19	+2.04K	0.09%
BB&T SECURITIES, LLC	--	Sep 30, 19	-5.55K	--
PERSONAL FINANCIAL CONSULTANTS INC /ADV	273.45K	Jun 30, 19	+4.78K	0.55%
NEXT Financial Holdings	4.84K	Mar 31, 19	+4.84K	0.01%
COMERICA SECURITIES INC	55.38K	Dec 31, 18	+55.38K	0.11%
Visionary Asset Management, Inc.	10.33K	Dec 31, 18	+801	0.02%
BREMER TRUST NATIONAL ASSOCIATION	780	Dec 31, 18	+780	0.00%
Edelman Financial Services, LLC	--	Dec 31, 18	-41.93M	--
BB&T INVESTMENT SERVICES, INC.	458	Dec 31, 17	+330	0.00%
Commonwealth Equity Services, Inc	28.07K	Jun 30, 17	+9.52K	0.06%
Virtu KCG Holdings LLC	--	Jun 30, 17	-44.37K	--
MSI Financial Services Inc	--	Dec 31, 16	-879	--
Pinnacle Summer Investments, Inc.	529	Dec 31, 15	+458	0.00%

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Holder

Date

Change

% Held

Financial Engines Advisors L.L.C.

29.47M

Jun 30, 26

-2.93M

59.82%

LPL Financial LLC

616.36K

Jun 30, 26

-2.99K

1.25%

Baird Financial Group, Inc.

557.56K

Jun 30, 26

-1.33K

1.13%

AMERIPRISE FINANCIAL INC

544.88K

Jun 30, 26

-67.43K

1.11%

COMMONWEALTH EQUITY SERVICES, LLC

326.75K

Jun 30, 26

-2.63K

0.66%

BANK OF AMERICA CORP /DE/

276.03K

Jun 30, 26

-4.89K

0.56%

UBS Group AG

264.70K

Jun 30, 26

-17.99K

0.54%

Wealthcare Advisory Partners LLC

264.66K

Jun 30, 26

+8.82K

0.54%

MORGAN STANLEY

240.44K

Jun 30, 26

+4.55K

0.49%

RAYMOND JAMES FINANCIAL INC

234.35K

Jun 30, 26

+26.17K

0.48%

New England Private Wealth Advisors LLC

216.53K

Jun 30, 26

+802

0.44%

Wharton Business Group, LLC

202.88K

Jun 30, 26

0.41%

Fundamentum, LLC

155.27K

Jun 30, 26

-19.02K

0.32%

Arkadios Wealth Advisors

138.06K

Jun 30, 26

+3.20K

0.28%

Private Advisory Group LLC

134.34K

Jun 30, 26

+21.06K

0.27%

Betterment LLC

125.62K

Jun 30, 26

-1.54K

0.25%

Clearwater Capital Advisors, LLC

121.99K

Jun 30, 26

-4.32K

0.25%

Mariner, LLC

111.60K

Jun 30, 26

-6.49K

0.23%

Brookstone Capital Management

111.33K

Jun 30, 26

+5.23K

0.23%

CFS Investment Advisory Services, LLC

109.24K

Jun 30, 26

-997

0.22%

BARRETT & COMPANY, INC.

102.73K

Jun 30, 26

+8.76K

0.21%

DAYMARK WEALTH PARTNERS, LLC

92.02K

Jun 30, 26

+487

0.19%

Savvy Advisors, Inc.

91.41K

Jun 30, 26

+1.86K

0.19%

Cetera Investment Advisers

86.56K

Jun 30, 26

+14.56K

0.18%

WELLS FARGO & COMPANY/MN

86.29K

Jun 30, 26

+5.74K

0.18%

CIBC WORLD MARKET INC.

84.74K

Jun 30, 26

-5.57K

0.17%

JONES FINANCIAL COMPANIES LLLP

81.30K

Jun 30, 26

+7.40K

0.17%

MGO ONE SEVEN LLC

73.77K

Jun 30, 26

-179

0.15%

Valmark Advisers, Inc.

73.48K

Jun 30, 26

-934

0.15%

ENVESTNET ASSET MANAGEMENT INC

70.83K

Jun 30, 26

-20.68K

0.14%

ROYAL BANK OF CANADA

62.92K

Jun 30, 26

+17.75K

0.13%

Kestra Advisory Services, LLC

60.05K

Jun 30, 26

-47.30K

0.12%

ADVISOR GROUP HOLDINGS, INC.

57.05K

Jun 30, 26

+1.55K

0.12%

Brinker Capital Investments, LLC

53.70K

Jun 30, 26

-3.04K

0.11%

Atlas Private Wealth Advisors

51.66K

Jun 30, 26

+7.45K

0.10%

FMR LLC

47.83K

Jun 30, 26

+2.21K

0.10%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

40.16K

Jun 30, 26

+637

0.08%

MML INVESTORS SERVICES, LLC

36.85K

Jun 30, 26

+3.63K

0.07%

Dynamic Advisor Solutions LLC

35.10K

Jun 30, 26

-4.34K

0.07%

RFG Advisory, LLC

32.00K

Jun 30, 26

-1.43K

0.06%

Wealthcare Capital Partners, LLC

29.06K

Jun 30, 26

-1.30K

0.06%

Steward Partners Investment Advisory, LLC

28.39K

Jun 30, 26

+2.25K

0.06%

EVERGREEN CAPITAL MANAGEMENT LLC

28.28K

Jun 30, 26

0.06%

TRUIST FINANCIAL CORP

27.41K

Jun 30, 26

-22.68K

0.06%

Cambridge Investment Research Advisors, Inc.

27.22K

Jun 30, 26

-1.89K

0.06%

GTS SECURITIES LLC

26.63K

Jun 30, 26

+26.63K

0.05%

JANE STREET GROUP, LLC

26.60K

Jun 30, 26

+26.60K

0.05%

Gotham Asset Management, LLC

26.36K

Jun 30, 26

0.05%

Gladstone Institutional Advisory LLC

25.80K

Jun 30, 26

-1.05K

0.05%

Mirae Asset Global Investments Co., Ltd.

24.82K

Jun 30, 26

-40.60K

0.05%

FLOW TRADERS U.S. LLC

23.91K

Jun 30, 26

+14.78K

0.05%

Opus Financial Solutions LLC

23.40K

Jun 30, 26

-191

0.05%

Kingsview Wealth Management, LLC

23.31K

Jun 30, 26

+37

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

22.82K

Jun 30, 26

-359

0.05%

BANK OF MONTREAL /CAN/

21.93K

Jun 30, 26

-351

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

21.11K

Jun 30, 26

+21.11K

0.04%

Berger Financial Group, Inc

20.35K

Jun 30, 26

-2.68K

0.04%

Integrated Wealth Concepts LLC

19.77K

Jun 30, 26

+9.24K

0.04%

GWN SECURITIES INC.

19.19K

Jun 30, 26

-1.56K

0.04%

RITHOLTZ WEALTH MANAGEMENT

19.13K

Jun 30, 26

-436

0.04%

HighTower Advisors, LLC

18.95K

Jun 30, 26

+1.36K

0.04%

Sentinus, LLC

18.72K

Jun 30, 26

-516

0.04%

VALLEY NATIONAL ADVISERS INC

18.49K

Jun 30, 26

0.04%

Wealthfront Advisers LLC

18.30K

Jun 30, 26

+5.88K

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

15.79K

Jun 30, 26

-798

0.03%

Traynor Capital Management, Inc.

15.63K

Jun 30, 26

+66

0.03%

Cerity Partners LLC

15.35K

Jun 30, 26

-367

0.03%

COURIER CAPITAL LLC

14.78K

Jun 30, 26

+290

0.03%

AlphaCore Capital LLC

14.64K

Jun 30, 26

-1.34K

0.03%

SWEENEY & MICHEL, LLC

14.54K

Jun 30, 26

-514

0.03%

AE Wealth Management LLC

14.32K

Jun 30, 26

-71

0.03%

Beacon Pointe Advisors, LLC

13.78K

Jun 30, 26

+9.72K

0.03%

Quantinno Capital Management LP

13.66K

Jun 30, 26

+6.20K

0.03%

Creative Planning

13.64K

Jun 30, 26

-765

0.03%

NFP Retirement, Inc.

13.45K

Jun 30, 26

0.03%

Colony Group, LLC

13.44K

Jun 30, 26

+2.42K

0.03%

MAI Capital Management

13.31K

Jun 30, 26

-270

0.03%

Ally Invest Advisors Inc.

13.28K

Jun 30, 26

-475

0.03%

Crescent Grove Advisors, LLC

13.17K

Jun 30, 26

-112

0.03%

Farther Finance Advisors, LLC

12.85K

Jun 30, 26

-245

0.03%

Glen Eagle Advisors, LLC

12.60K

Jun 30, 26

-233

0.03%

JPMORGAN CHASE & CO

12.39K

Jun 30, 26

+10.07K

0.03%

GOLDMAN SACHS GROUP INC

11.77K

Jun 30, 26

+11.77K

0.02%

Pallas Capital Advisors LLC

11.73K

Jun 30, 26

-10

0.02%

MERCER GLOBAL ADVISORS INC /ADV

11.29K

Jun 30, 26

-2.53K

0.02%

Curran Financial Partners, LLC

11.05K

Jun 30, 26

+1.29K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

10.75K

Jun 30, 26

-1.02K

0.02%

Concurrent Investment Advisors, LLC

10.45K

Jun 30, 26

+43

0.02%

Apollon Wealth Management, LLC

10.18K

Jun 30, 26

-559

0.02%

Qube Research & Technologies Ltd

10.13K

Jun 30, 26

-3.79K

0.02%

Clay Northam Wealth Management, LLC

9.91K

Jun 30, 26

0.02%

Family Office Research LLC

9.91K

Jun 30, 26

0.02%

Cannon Advisors, Inc.

9.76K

Jun 30, 26

+2.59K

0.02%

Mezzasalma Advisors, LLC

9.73K

Jun 30, 26

0.02%

SAX WEALTH ADVISORS, LLC

9.61K

Jun 30, 26

-1.67K

0.02%

Evolution Wealth Advisors, LLC

9.54K

Jun 30, 26

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.34K

Jun 30, 26

+389

0.02%

CAPTRUST FINANCIAL ADVISORS

9.20K

Jun 30, 26

-519

0.02%

Resources Investment Advisors, LLC.

9.19K

Jun 30, 26

+3.64K

0.02%

Savant Capital, LLC

9.04K

Jun 30, 26

+9.04K

0.02%

CHECK CAPITAL MANAGEMENT INC/CA

8.80K

Jun 30, 26

0.02%

HBK Sorce Advisory LLC

8.40K

Jun 30, 26

-437

0.02%

Mission Financial Group, LLC

8.36K

Jun 30, 26

+8.36K

0.02%

CI Private Wealth, LLC

8.28K

Jun 30, 26

+557

0.02%

CX Institutional

7.70K

Jun 30, 26

-1.05K

0.02%

Pensionmark Financial Group, LLC

7.63K

Jun 30, 26

-406

0.02%

Wilson & Boucher Capital Management, LLC

7.55K

Jun 30, 26

-300

0.02%

WNY Asset Management, LLC

7.53K

Jun 30, 26

0.02%

Comprehensive Money Management Services LLC

7.53K

Jun 30, 26

-90

0.02%

INTERACTIVE FINANCIAL ADVISORS, INC.

7.52K

Jun 30, 26

+95

0.02%

REDW Wealth LLC

7.42K

Jun 30, 26

0.02%

Equitable Holdings, Inc.

7.33K

Jun 30, 26

-236

0.01%

Essex Financial Services, Inc.

7.27K

Jun 30, 26

0.01%

Prime Capital Investment Advisors, LLC

7.16K

Jun 30, 26

+660

0.01%

Janney Montgomery Scott LLC

7.12K

Jun 30, 26

+7.12K

0.01%

McKinley Carter Wealth Services, Inc.

7.07K

Jun 30, 26

0.01%

BostonPremier Wealth LLC

7.07K

Jun 30, 26

-328

0.01%

Christensen, King & Associates Investment Services, Inc.

7.03K

Jun 30, 26

0.01%

McGinn Penninger Investment Management, Inc.

6.95K

Jun 30, 26

-1.04K

0.01%

EP Wealth Advisors, LLC

6.93K

Jun 30, 26

-95

0.01%

IFG Advisory, LLC

6.91K

Jun 30, 26

+6.91K

0.01%

BlackRock, Inc.

6.85K

Jun 30, 26

0.01%

HB Wealth Management, LLC

6.67K

Jun 30, 26

0.01%

Strategic Blueprint, LLC

6.62K

Jun 30, 26

-19

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

6.58K

Jun 30, 26

-12

0.01%

XY Planning Network, Inc.

6.54K

Jun 30, 26

0.01%

Atlantic Union Bankshares Corp

6.47K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

6.38K

Jun 30, 26

-153

0.01%

Sanctuary Advisors, LLC

5.98K

Jun 30, 26

+1.01K

0.01%

Madrid Wealth Management, LLC

5.85K

Jun 30, 26

0.01%

Destination Wealth Management

5.80K

Jun 30, 26

-197

0.01%

VERITY Wealth Advisors

5.79K

Jun 30, 26

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

5.75K

Jun 30, 26

-3.27K

0.01%

Accurate Wealth Management, LLC

5.70K

Jun 30, 26

0.01%

STIFEL FINANCIAL CORP

5.58K

Jun 30, 26

-169

0.01%

Lido Advisors, LLC

5.53K

Jun 30, 26

-1.73K

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

5.38K

Jun 30, 26

-21

0.01%

Coastline Trust Co

5.28K

Jun 30, 26

0.01%

OPPENHEIMER & CO INC

5.25K

Jun 30, 26

+635

0.01%

Rockefeller Capital Management L.P.

5.25K

Jun 30, 26

+1.92K

0.01%

Western Wealth Management, LLC

5.24K

Jun 30, 26

-372

0.01%

Root Financial Partners, LLC

5.22K

Jun 30, 26

-438

0.01%

Financial Partners Group, Inc

5.20K

Jun 30, 26

+23

0.01%

Focus Financial Network, Inc.

5.09K

Jun 30, 26

-218

0.01%

AQR CAPITAL MANAGEMENT LLC

4.90K

Jun 30, 26

-29

0.01%

FIFTH THIRD BANCORP

4.86K

Jun 30, 26

0.01%

PFG Advisors

4.84K

Jun 30, 26

-3.57K

0.01%

Atomi Financial Group, Inc.

4.80K

Jun 30, 26

+566

0.01%

COLLECTIVE FAMILY OFFICE LLC

4.71K

Jun 30, 26

0.01%

Merit Financial Group, LLC

4.69K

Jun 30, 26

-137

0.01%

Stratos Wealth Partners, LTD.

4.68K

Jun 30, 26

-246

0.01%

Integrity Advisory Solutions, LLC

4.42K

Jun 30, 26

0.01%

Vise Technologies, Inc.

4.38K

Jun 30, 26

+193

0.01%

Embree Financial Group

4.32K

Jun 30, 26

+17

0.01%

Selective Wealth Management, Inc.

4.28K

Jun 30, 26

0.01%

PFG Private Wealth Management, LLC

4.28K

Jun 30, 26

0.01%

MATHER GROUP, LLC.

4.25K

Jun 30, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

4.22K

Jun 30, 26

0.01%

Archford Capital Strategies, LLC

4.22K

Jun 30, 26

-425

0.01%

Tradition Wealth Management, LLC

4.16K

Jun 30, 26

-297

0.01%

Private Advisor Group, LLC

4.07K

Jun 30, 26

-6.33K

0.01%

EQ LLC

3.97K

Jun 30, 26

-604

0.01%

CFO4Life Group, LLC

3.96K

Jun 30, 26

0.01%

BOYUM WEALTH ARCHITECTS LLC

3.87K

Jun 30, 26

+189

0.01%

Destiny Wealth Partners, LLC

3.69K

Jun 30, 26

-26.52K

0.01%

Detalus Advisors, LLC

3.67K

Jun 30, 26

-331

0.01%

Foundations Investment Advisors, LLC

3.67K

Jun 30, 26

-110

0.01%

Symmetry Partners, LLC

3.61K

Jun 30, 26

-16

0.01%

Bouchey Financial Group Ltd

3.59K

Jun 30, 26

0.01%

Balance Wealth, LLC

3.46K

Jun 30, 26

+223

0.01%

Cedar Wealth Management, LLC

3.44K

Jun 30, 26

0.01%

Crews Bank & Trust

3.38K

Jun 30, 26

0.01%

Perennial Investment Advisors, LLC

3.35K

Jun 30, 26

+103

0.01%

Benchmark Financial Wealth Advisors, LLC

3.34K

Jun 30, 26

+15

0.01%

Rinkey Investments

3.27K

Jun 30, 26

0.01%

NewEdge Advisors, LLC

3.25K

Jun 30, 26

0.01%

American Financial Advisors, LLC

3.19K

Jun 30, 26

+3.19K

0.01%

EQUITABLE TRUST CO

3.19K

Jun 30, 26

0.01%

Buckingham Strategic Partners

3.16K

Jun 30, 26

+3.16K

0.01%

Sigma Planning Corp

3.14K

Jun 30, 26

0.01%

Invst, LLC

3.10K

Jun 30, 26

0.01%

Pure Financial Advisors, LLC

3.09K

Jun 30, 26

0.01%

Cauble & Harre Wealth Management, Inc.

3.04K

Jun 30, 26

-2.88K

0.01%

Hutchens & Kramer Investment Management Group, LLC

3.04K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

2.98K

Jun 30, 26

+144

0.01%

JIM SAULNIER & ASSOCIATES, LLC

2.96K

Jun 30, 26

+2.96K

0.01%

D. E. Shaw & Co., Inc.

2.92K

Jun 30, 26

+2.92K

0.01%

VAUGHAN & Co SECURITIES, INC.

2.92K

Jun 30, 26

+2.92K

0.01%

VestGen Advisors, LLC

2.88K

Jun 30, 26

-3

0.01%

Wedmont Private Capital

2.80K

Jun 30, 26

+2.80K

0.01%

Wealthspire Advisors, LLC

2.78K

Jun 30, 26

+2.78K

0.01%

Retirement Planning Group

2.77K

Jun 30, 26

+2.77K

0.01%

Boston Trust Walden Corp

2.75K

Jun 30, 26

+2.75K

0.01%

MARSHALL WACE, LLP

2.63K

Jun 30, 26

+2.63K

0.01%

Sanibel Captiva Trust Company, Inc.

2.63K

Jun 30, 26

+2.63K

0.01%

Cresset Asset Management, LLC

2.62K

Jun 30, 26

+2.62K

0.01%

Sather Financial Group Inc

2.57K

Jun 30, 26

+2.57K

0.01%

Strategic Wealth Investment Group, LLC

2.56K

Jun 30, 26

-19.67K

0.01%

Widmann Financial Services, Inc.

2.47K

Jun 30, 26

+2.47K

0.01%

Concord Wealth Partners

2.43K

Jun 30, 26

+2.43K

0.00%

Allworth Financial LP

2.37K

Jun 30, 26

-1

0.00%

SRS Capital Advisors, Inc.

2.14K

Jun 30, 26

+1.87K

0.00%

ASSETMARK, INC

1.99K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

1.99K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

1.84K

Jun 30, 26

+492

0.00%

Global Retirement Partners, LLC

1.71K

Jun 30, 26

+1.71K

0.00%

LOM Asset Management Ltd

1.70K

Jun 30, 26

0.00%

Financial Life Planners

1.57K

Jun 30, 26

0.00%

Strategic Investment Advisors / MI

1.44K

Jun 30, 26

+1.44K

0.00%

BLAIR WILLIAM & CO/IL

1.35K

Jun 30, 26

+315

0.00%

Capital Analysts, LLC

1.34K

Jun 30, 26

0.00%

Brooklyn FI, LLC

1.13K

Jun 30, 26

+1.13K

0.00%

Kilter Group LLC

779

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

776

Jun 30, 26

+27

0.00%

Capital Investment Advisory Services, LLC

762

Jun 30, 26

+487

0.00%

Mascoma Wealth Management LLC

759

Jun 30, 26

-380

0.00%

ST GERMAIN D J CO INC

753

Jun 30, 26

+753

0.00%

CoreCap Advisors, LLC

751

Jun 30, 26

0.00%

GLENMEDE TRUST CO NA

750

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

720

Jun 30, 26

0.00%

TSFG, LLC

720

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

700

Jun 30, 26

-254

0.00%

KELLEHER FINANCIAL ADVISORS

686

Jun 30, 26

+686

0.00%

MV CAPITAL MANAGEMENT, INC.

667

Jun 30, 26

0.00%

CITIGROUP INC

659

Jun 30, 26

+659

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

583

Jun 30, 26

+583

0.00%

Horizon Investments, LLC

565

Jun 30, 26

-469

0.00%

HARRIS ASSOCIATES L P

563

Jun 30, 26

+563

0.00%

Federation des caisses Desjardins du Quebec

533

Jun 30, 26

0.00%

Finley Financial, LLC

500

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

498

Jun 30, 26

+498

0.00%

United Financial Planning Group LLC

480

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

465

Jun 30, 26

+465

0.00%

Heritage Wealth Advisors

458

Jun 30, 26

+458

0.00%

GODSEY & GIBB, INC

423

Jun 30, 26

0.00%

REAP Financial Group, LLC

393

Jun 30, 26

+352

0.00%

Harbor Asset Planning, Inc.

389

Jun 30, 26

0.00%

Crewe Advisors LLC

385

Jun 30, 26

0.00%

JNBA Financial Advisors

368

Jun 30, 26

-32

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

364

Jun 30, 26

0.00%

Key FInancial Inc

360

Jun 30, 26

0.00%

CENTRAL TRUST Co

335

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

300

Jun 30, 26

0.00%

Pacific Center for Financial Services

298

Jun 30, 26

0.00%

Provenance Wealth Advisors, LLC

294

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

275

Jun 30, 26

+17

0.00%

IFP Advisors, Inc

259

Jun 30, 26

+154

0.00%

Measured Wealth Private Client Group, LLC

253

Jun 30, 26

+253

0.00%

Sage Mountain Advisors LLC

252

Jun 30, 26

0.00%

EASTERN BANK

229

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

229

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

228

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

210

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

208

Jun 30, 26

0.00%

Spire Wealth Management

204

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

199

Jun 30, 26

-162

0.00%

Cranbrook Wealth Management, LLC

194

Jun 30, 26

0.00%

Strategic Wealth Advisors LLC

194

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

184

Jun 30, 26

+184

0.00%

MCGUIRE CAPITAL ADVISORS INC

176

Jun 30, 26

+122

0.00%

Abound Wealth Management

160

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

140

Jun 30, 26

0.00%

IMA Wealth, Inc.

115

Jun 30, 26

+115

0.00%

Arlington Trust Co LLC

115

Jun 30, 26

0.00%

TD Capital Management LLC

106

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

104

Jun 30, 26

0.00%

Main Street Group, LTD

101

Jun 30, 26

0.00%

Accordant Advisory Group Inc

Jun 30, 26

-1

0.00%

Align Financial, LLC

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

+75

0.00%

Balentine LLC

Jun 30, 26

0.00%

CGC Financial Services, LLC

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

+63

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+60

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+57

0.00%

ALERUS FINANCIAL NA

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

+53

0.00%

Piscataqua Savings Bank

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+46

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Signature Equity Partners, LLC

Jun 30, 26

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

Montgomery Financial Services LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-1.87K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-978

RED REEF ADVISORS LLC

Jun 30, 26

-35

Archer Investment Corp

Jun 30, 26

-133

Envestnet Portfolio Solutions, Inc.

Jun 30, 26

-8.45K

HUNTINGTON NATIONAL BANK

Jun 30, 26

-17

Global Wealth Strategies & Associates

Jun 30, 26

-669

Sound Income Strategies, LLC

Jun 30, 26

-386

SIMPLEX TRADING, LLC

Jun 30, 26

-296

Independent Advisor Alliance

Jun 30, 26

-6.17K

Kingdom Financial Group LLC.

Jun 30, 26

-231

HORIZON BANCORP INC /IN/

Jun 30, 26

-17

MBM Wealth Consultants, LLC

Jun 30, 26

-95

Y.D. More Investments Ltd

Jun 30, 26

-360

Capstone Triton Financial Group, LLC

Jun 30, 26

-3.18K

Lloyd Advisory Services, LLC.

Jun 30, 26

-231

HRT FINANCIAL LP

Jun 30, 26

-5.30K

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-11

CWM, LLC

182.42K

Mar 31, 26

-1.67K

0.37%

Jaffetilchin Investment Partners, LLC

20.48K

Mar 31, 26

0.04%

MOSELEY INVESTMENT MANAGEMENT INC

9.88K

Mar 31, 26

+106

0.02%

Vivaldi Capital Management LP

9.39K

Mar 31, 26

+654

0.02%

EXENCIAL WEALTH ADVISORS, LLC

7.43K

Mar 31, 26

+236

0.02%

Cherry Tree Wealth Management, LLC

419

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

231

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

0.00%

MGB Wealth Management, LLC

10.29K

Dec 31, 25

+230

0.02%

COMERICA BANK

4.86K

Dec 31, 25

-152

0.01%

CIBC Private Wealth Group, LLC

2.56K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-4.88K

SPC Financial, Inc.

16.21K

Sep 30, 25

-280

0.03%

Siligmueller & Norvid Wealth Advisors LLC

11.13K

Sep 30, 25

+11.13K

0.02%

Abich Financial Wealth Management LLC

3.46K

Sep 30, 25

+3.46K

0.01%

Glenmede Investment Management, LP

750

Sep 30, 25

0.00%

West Oak Capital, LLC

300

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

28.48K

Jun 30, 25

-2.13K

0.06%

Christopher J. Hasenberg, Inc

19.02K

Jun 30, 25

+19.02K

0.04%

PrairieView Partners, LLC

322

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

105.25K

Mar 31, 25

-9.39K

0.21%

Lane & Associates LLC

8.88K

Mar 31, 25

-191

0.02%

Sandy Spring Bank

7.63K

Mar 31, 25

0.02%

Safeguard Financial, LLC

Mar 31, 25

-3.46K

Sweet Financial Partners, LLC

189.41K

Sep 30, 24

-1.06K

0.38%

Raymond James Financial Services Advisors, Inc.

156.38K

Sep 30, 24

+2.53K

0.32%

RAYMOND JAMES & ASSOCIATES

88.58K

Sep 30, 24

+1.94K

0.18%

Essex Private Wealth Management, LLC

34.86K

Sep 30, 24

+550

0.07%

RAYMOND JAMES TRUST N.A.

Sep 30, 24

-4.01K

BUCKINGHAM STRATEGIC WEALTH, LLC

6.06K

Jun 30, 24

-3.17K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.54K

Jun 30, 24

+95

0.01%

ICA Group Wealth Management, LLC

400

Jun 30, 24

-2.62K

0.00%

Cetera Advisor Networks LLC

11.99K

Mar 31, 24

+3.63K

0.02%

InterOcean Capital Group, LLC

7.22K

Mar 31, 24

-29

0.01%

Cetera Advisors LLC

3.86K

Mar 31, 24

+273

0.01%

CAMBRIDGE TRUST CO

229

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

36.52K

Dec 31, 23

+36.52K

0.07%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

WealthOne, LLC

42.77K

Sep 30, 23

-1.63K

0.09%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

38.68K

Sep 30, 23

-2.27K

0.08%

PATHSTONE FAMILY OFFICE, LLC

4.00K

Sep 30, 23

+4.00K

0.01%

First Capital Advisors Group, LLC.

262

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

Jun 30, 23

-479

ASSET MANAGEMENT CORP /IL/ /ADV

41.81K

Mar 31, 23

-571

0.08%

Catalyst Wealth Management, LLC

7.70K

Mar 31, 23

-1.03K

0.02%

Sanford Advisory Services, LLC

13.45K

Dec 31, 22

-2.77K

0.03%

Personal Capital Advisors Corp

12.59K

Dec 31, 22

0.03%

MUFG Americas Holdings Corp

1.59K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.48K

Sep 30, 22

+1.48K

0.00%

Covington Capital Management

725

Sep 30, 22

0.00%

American Portfolios Advisors

161

Sep 30, 22

-918

0.00%

Emerson Wealth, LLC

7.71K

Jun 30, 22

+1.30K

0.02%

Pinnacle Private Wealth, LLC

4.66K

Jun 30, 22

+1.00K

0.01%

Fieldpoint Private Securities, LLC

1.28K

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-146

RITTER DANIHER FINANCIAL ADVISORY LLC

125

Mar 31, 22

0.00%

NEXT Financial Group, Inc

500

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

-25

Cascadia Advisory Services, LLC

33.83K

Sep 30, 21

+114

0.07%

Homrich & Berg

12.47K

Sep 30, 21

-1.50K

0.03%

BADGLEY PHELPS & BELL INC

196.02K

Jun 30, 21

+4.54K

0.40%

Hoover Financial Advisors, Inc.

Jun 30, 21

0.00%

Lighthouse Financial Advisors, Inc.

7.78K

Mar 31, 21

-528

0.02%

Stewardship Financial Advisors, LLC

4.02K

Mar 31, 21

0.01%

NewFocus Financial Group, LLC

6.00K

Dec 31, 20

-288

0.01%

Stearns Financial Services Group

2.12K

Sep 30, 20

+1.75K

0.00%

Watson Rebecca

Sep 30, 20

-1.65K

Lenox Wealth Management, Inc.

300

Jun 30, 20

0.00%

Willingdon Wealth Management

6.86K

Mar 31, 20

+179

0.01%

Advisor Group, Inc.

90.69K

Dec 31, 19

+914

0.18%

LADENBURG THALMANN FINANCIAL SERVICES INC.

45.91K

Dec 31, 19

+2.04K

0.09%

BB&T SECURITIES, LLC

Sep 30, 19

-5.55K

PERSONAL FINANCIAL CONSULTANTS INC /ADV

273.45K

Jun 30, 19

+4.78K

0.55%

NEXT Financial Holdings

4.84K

Mar 31, 19

+4.84K

0.01%

COMERICA SECURITIES INC

55.38K

Dec 31, 18

+55.38K

0.11%

Visionary Asset Management, Inc.

10.33K

Dec 31, 18

+801

0.02%

BREMER TRUST NATIONAL ASSOCIATION

780

Dec 31, 18

+780

0.00%

Edelman Financial Services, LLC

Dec 31, 18

-41.93M

BB&T INVESTMENT SERVICES, INC.

458

Dec 31, 17

+330

0.00%

Commonwealth Equity Services, Inc

28.07K

Jun 30, 17

+9.52K

0.06%

Virtu KCG Holdings LLC

Jun 30, 17

-44.37K

MSI Financial Services Inc

Dec 31, 16

-879

Pinnacle Summer Investments, Inc.

529

Dec 31, 15

+458

0.00%