iShares Future Exponential Technologies ETF(XT)

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iShares Future Exponential Technologies ETF(XT)

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$81.75—

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XT(XT)

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 364 Institutional Holders

Holder	Shares	Date	Change	% Held
Dynamic Advisor Solutions LLC	35.10K	Jun 30, 26	-4.34K	0.07%
CX Institutional	7.70K	Jun 30, 26	-1.05K	0.02%
Finley Financial, LLC	500	Jun 30, 26	--	0.00%
EASTERN BANK	229	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	210	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	115	Jun 30, 26	--	0.00%
Global Wealth Strategies & Associates	--	Jun 30, 26	-669	--
Financial Engines Advisors L.L.C.	32.41M	Mar 31, 26	-344.25K	68.13%
LPL Financial LLC	619.35K	Mar 31, 26	-5.32K	1.30%
AMERIPRISE FINANCIAL INC	612.31K	Mar 31, 26	-317	1.29%
Baird Financial Group, Inc.	558.89K	Mar 31, 26	+11.61K	1.17%
COMMONWEALTH EQUITY SERVICES, LLC	329.37K	Mar 31, 26	+25.94K	0.69%
UBS Group AG	282.69K	Mar 31, 26	+64.98K	0.59%
BANK OF AMERICA CORP /DE/	280.92K	Mar 31, 26	-60	0.59%
Wealthcare Advisory Partners LLC	255.85K	Mar 31, 26	+2.77K	0.54%
MORGAN STANLEY	235.90K	Mar 31, 26	-1.28M	0.50%
New England Private Wealth Advisors LLC	215.73K	Mar 31, 26	+4.43K	0.45%
RAYMOND JAMES FINANCIAL INC	208.18K	Mar 31, 26	+1.86K	0.44%
Wharton Business Group, LLC	202.88K	Mar 31, 26	--	0.43%
CWM, LLC	182.42K	Mar 31, 26	-1.67K	0.38%
Fundamentum, LLC	174.29K	Mar 31, 26	-5.81K	0.37%
Arkadios Wealth Advisors	134.86K	Mar 31, 26	+35.56K	0.28%
Betterment LLC	127.17K	Mar 31, 26	+27.81K	0.27%
Clearwater Capital Advisors, LLC	126.31K	Mar 31, 26	+2.72K	0.27%
Mariner, LLC	118.08K	Mar 31, 26	-3.88K	0.25%
Private Advisory Group LLC	113.29K	Mar 31, 26	+113.29K	0.24%
CFS Investment Advisory Services, LLC	110.23K	Mar 31, 26	-86	0.23%
Kestra Advisory Services, LLC	107.35K	Mar 31, 26	+8.41K	0.23%
Brookstone Capital Management	106.10K	Mar 31, 26	+6.28K	0.22%
BARRETT & COMPANY, INC.	93.97K	Mar 31, 26	-417	0.20%
DAYMARK WEALTH PARTNERS, LLC	91.53K	Mar 31, 26	+443	0.19%
ENVESTNET ASSET MANAGEMENT INC	91.50K	Mar 31, 26	+2.83K	0.19%
CIBC WORLD MARKET INC.	90.32K	Mar 31, 26	-451	0.19%
Savvy Advisors, Inc.	89.54K	Mar 31, 26	-2.38K	0.19%
WELLS FARGO & COMPANY/MN	80.56K	Mar 31, 26	+3	0.17%
Valmark Advisers, Inc.	74.42K	Mar 31, 26	+2.78K	0.16%
MGO ONE SEVEN LLC	73.95K	Mar 31, 26	+1.38K	0.16%
JONES FINANCIAL COMPANIES LLLP	73.90K	Mar 31, 26	+5.88K	0.16%
Cetera Investment Advisers	72.00K	Mar 31, 26	+6.29K	0.15%
Mirae Asset Global Investments Co., Ltd.	65.42K	Mar 31, 26	+2.00K	0.14%
Brinker Capital Investments, LLC	56.75K	Mar 31, 26	-14.66K	0.12%
ADVISOR GROUP HOLDINGS, INC.	55.51K	Mar 31, 26	-1.29K	0.12%
TRUIST FINANCIAL CORP	50.08K	Mar 31, 26	+666	0.11%
FMR LLC	45.62K	Mar 31, 26	+5.74K	0.10%
ROYAL BANK OF CANADA	45.17K	Mar 31, 26	-5.14K	0.09%
Atlas Private Wealth Advisors	44.21K	Mar 31, 26	+5.76K	0.09%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	39.52K	Mar 31, 26	-319	0.08%
Dynamic Advisor Solutions LLC	39.44K	Mar 31, 26	-1.91K	0.08%
RFG Advisory, LLC	33.42K	Mar 31, 26	-5.70K	0.07%
MML INVESTORS SERVICES, LLC	33.22K	Mar 31, 26	-4.79K	0.07%
Wealthcare Capital Partners, LLC	30.36K	Mar 31, 26	-860	0.06%
Destiny Wealth Partners, LLC	30.21K	Mar 31, 26	--	0.06%
Cambridge Investment Research Advisors, Inc.	29.11K	Mar 31, 26	-1.88K	0.06%
EVERGREEN CAPITAL MANAGEMENT LLC	28.27K	Mar 31, 26	-2.25K	0.06%
Gladstone Institutional Advisory LLC	26.85K	Mar 31, 26	-1.27K	0.06%
Gotham Asset Management, LLC	26.36K	Mar 31, 26	--	0.06%
Steward Partners Investment Advisory, LLC	26.14K	Mar 31, 26	+24.41K	0.05%
Kingsview Wealth Management, LLC	23.28K	Mar 31, 26	+1.25K	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.18K	Mar 31, 26	+118	0.05%
Berger Financial Group, Inc	23.04K	Mar 31, 26	-2.05K	0.05%
BANK OF MONTREAL /CAN/	22.28K	Mar 31, 26	+131	0.05%
Strategic Wealth Investment Group, LLC	22.23K	Mar 31, 26	-769	0.05%
GWN SECURITIES INC.	20.75K	Mar 31, 26	-1.69K	0.04%
Jaffetilchin Investment Partners, LLC	20.48K	Mar 31, 26	--	0.04%
RITHOLTZ WEALTH MANAGEMENT	19.57K	Mar 31, 26	-1.06K	0.04%
Sentinus, LLC	19.23K	Mar 31, 26	+72	0.04%
VALLEY NATIONAL ADVISERS INC	18.49K	Mar 31, 26	-33	0.04%
HighTower Advisors, LLC	17.59K	Mar 31, 26	-7	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	16.59K	Mar 31, 26	+691	0.03%
AlphaCore Capital LLC	15.97K	Mar 31, 26	-1.57K	0.03%
Cerity Partners LLC	15.72K	Mar 31, 26	-4.21K	0.03%
Traynor Capital Management, Inc.	15.56K	Mar 31, 26	+73	0.03%
SWEENEY & MICHEL, LLC	15.06K	Mar 31, 26	+67	0.03%
COURIER CAPITAL LLC	14.49K	Mar 31, 26	+244	0.03%
Creative Planning	14.41K	Mar 31, 26	+1.99K	0.03%
AE Wealth Management LLC	14.39K	Mar 31, 26	+275	0.03%
Qube Research & Technologies Ltd	13.93K	Mar 31, 26	+10.93K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	13.81K	Mar 31, 26	-8.67K	0.03%
Ally Invest Advisors Inc.	13.76K	Mar 31, 26	+204	0.03%
MAI Capital Management	13.58K	Mar 31, 26	-635	0.03%
NFP Retirement, Inc.	13.45K	Mar 31, 26	-1.49K	0.03%
Crescent Grove Advisors, LLC	13.29K	Mar 31, 26	-2.98K	0.03%
Farther Finance Advisors, LLC	13.10K	Mar 31, 26	+4.60K	0.03%
Glen Eagle Advisors, LLC	12.84K	Mar 31, 26	-415	0.03%
Wealthfront Advisers LLC	12.43K	Mar 31, 26	-337	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11.76K	Mar 31, 26	-425	0.02%
Pallas Capital Advisors LLC	11.74K	Mar 31, 26	--	0.02%
SAX WEALTH ADVISORS, LLC	11.28K	Mar 31, 26	--	0.02%
Colony Group, LLC	11.02K	Mar 31, 26	-30	0.02%
Apollon Wealth Management, LLC	10.74K	Mar 31, 26	-400	0.02%
Integrated Wealth Concepts LLC	10.54K	Mar 31, 26	-2.48K	0.02%
Concurrent Investment Advisors, LLC	10.41K	Mar 31, 26	--	0.02%
Private Advisor Group, LLC	10.40K	Mar 31, 26	-1.85K	0.02%
Family Office Research LLC	9.91K	Mar 31, 26	-103	0.02%
Clay Northam Wealth Management, LLC	9.91K	Mar 31, 26	--	0.02%
MOSELEY INVESTMENT MANAGEMENT INC	9.88K	Mar 31, 26	+106	0.02%
Curran Financial Partners, LLC	9.76K	Mar 31, 26	--	0.02%
Mezzasalma Advisors, LLC	9.73K	Mar 31, 26	--	0.02%
CAPTRUST FINANCIAL ADVISORS	9.71K	Mar 31, 26	-16	0.02%
Evolution Wealth Advisors, LLC	9.54K	Mar 31, 26	--	0.02%
Vivaldi Capital Management LP	9.39K	Mar 31, 26	+654	0.02%
FLOW TRADERS U.S. LLC	9.14K	Mar 31, 26	+9.14K	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	9.02K	Mar 31, 26	+2.29K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.95K	Mar 31, 26	-2.13K	0.02%
HBK Sorce Advisory LLC	8.84K	Mar 31, 26	-63	0.02%
CHECK CAPITAL MANAGEMENT INC/CA	8.80K	Mar 31, 26	--	0.02%
Envestnet Portfolio Solutions, Inc.	8.45K	Mar 31, 26	+386	0.02%
PFG Advisors	8.41K	Mar 31, 26	-13.88K	0.02%
Pensionmark Financial Group, LLC	8.03K	Mar 31, 26	--	0.02%
McGinn Penninger Investment Management, Inc.	7.99K	Mar 31, 26	-520	0.02%
Wilson & Boucher Capital Management, LLC	7.85K	Mar 31, 26	+100	0.02%
CI Private Wealth, LLC	7.72K	Mar 31, 26	+2.82K	0.02%
Comprehensive Money Management Services LLC	7.62K	Mar 31, 26	--	0.02%
Equitable Holdings, Inc.	7.57K	Mar 31, 26	+572	0.02%
WNY Asset Management, LLC	7.53K	Mar 31, 26	+7.53K	0.02%
Quantinno Capital Management LP	7.46K	Mar 31, 26	+3.33K	0.02%
EXENCIAL WEALTH ADVISORS, LLC	7.43K	Mar 31, 26	+236	0.02%
INTERACTIVE FINANCIAL ADVISORS, INC.	7.42K	Mar 31, 26	+50	0.02%
REDW Wealth LLC	7.42K	Mar 31, 26	-1.84K	0.02%
BostonPremier Wealth LLC	7.39K	Mar 31, 26	-16	0.02%
Essex Financial Services, Inc.	7.27K	Mar 31, 26	-1.00K	0.02%
Lido Advisors, LLC	7.26K	Mar 31, 26	-25.39K	0.02%
Cannon Advisors, Inc.	7.17K	Mar 31, 26	-184	0.02%
McKinley Carter Wealth Services, Inc.	7.07K	Mar 31, 26	--	0.01%
Christensen, King & Associates Investment Services, Inc.	7.03K	Mar 31, 26	+1.22K	0.01%
EP Wealth Advisors, LLC	7.03K	Mar 31, 26	-156	0.01%
BlackRock, Inc.	6.85K	Mar 31, 26	--	0.01%
HB Wealth Management, LLC	6.67K	Mar 31, 26	-850	0.01%
Strategic Blueprint, LLC	6.64K	Mar 31, 26	+313	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	6.59K	Mar 31, 26	-265	0.01%
XY Planning Network, Inc.	6.54K	Mar 31, 26	+6.54K	0.01%
HARBOUR INVESTMENTS, INC.	6.54K	Mar 31, 26	+1.73K	0.01%
Prime Capital Investment Advisors, LLC	6.50K	Mar 31, 26	+1.59K	0.01%
Atlantic Union Bankshares Corp	6.47K	Mar 31, 26	--	0.01%
Independent Advisor Alliance	6.17K	Mar 31, 26	+6.17K	0.01%
Destination Wealth Management	6.00K	Mar 31, 26	-1.77K	0.01%
VERITY Wealth Advisors	5.79K	Mar 31, 26	--	0.01%
STIFEL FINANCIAL CORP	5.75K	Mar 31, 26	-3.12K	0.01%
Accurate Wealth Management, LLC	5.70K	Mar 31, 26	--	0.01%
Root Financial Partners, LLC	5.66K	Mar 31, 26	+377	0.01%
Western Wealth Management, LLC	5.61K	Mar 31, 26	+587	0.01%
Resources Investment Advisors, LLC.	5.55K	Mar 31, 26	-272	0.01%
WEALTHCARE CAPITAL MANAGEMENT LLC	5.40K	Mar 31, 26	-160	0.01%
Focus Financial Network, Inc.	5.31K	Mar 31, 26	-106	0.01%
HRT FINANCIAL LP	5.30K	Mar 31, 26	+5.30K	0.01%
Coastline Trust Co	5.28K	Mar 31, 26	--	0.01%
Financial Partners Group, Inc	5.17K	Mar 31, 26	-18	0.01%
Sanctuary Advisors, LLC	4.97K	Mar 31, 26	+138	0.01%
AQR CAPITAL MANAGEMENT LLC	4.93K	Mar 31, 26	+1.86K	0.01%
Stratos Wealth Partners, LTD.	4.92K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	4.86K	Mar 31, 26	+4.86K	0.01%
Merit Financial Group, LLC	4.83K	Mar 31, 26	-2.37K	0.01%
Archford Capital Strategies, LLC	4.65K	Mar 31, 26	-1.26K	0.01%
OPPENHEIMER & CO INC	4.62K	Mar 31, 26	+44	0.01%
EQ LLC	4.58K	Mar 31, 26	--	0.01%
Tradition Wealth Management, LLC	4.45K	Mar 31, 26	--	0.01%
Embree Financial Group	4.30K	Mar 31, 26	--	0.01%
Selective Wealth Management, Inc.	4.28K	Mar 31, 26	--	0.01%
PFG Private Wealth Management, LLC	4.28K	Mar 31, 26	--	0.01%
MATHER GROUP, LLC.	4.25K	Mar 31, 26	--	0.01%
Atomi Financial Group, Inc.	4.24K	Mar 31, 26	--	0.01%
CITIZENS FINANCIAL GROUP INC/RI	4.22K	Mar 31, 26	--	0.01%
Vise Technologies, Inc.	4.19K	Mar 31, 26	--	0.01%
Beacon Pointe Advisors, LLC	4.05K	Mar 31, 26	-217	0.01%
Detalus Advisors, LLC	4.00K	Mar 31, 26	-100	0.01%
CFO4Life Group, LLC	3.96K	Mar 31, 26	--	0.01%
Foundations Investment Advisors, LLC	3.77K	Mar 31, 26	+3.77K	0.01%
BOYUM WEALTH ARCHITECTS LLC	3.68K	Mar 31, 26	+3.68K	0.01%
Symmetry Partners, LLC	3.63K	Mar 31, 26	-1.66K	0.01%
Bouchey Financial Group Ltd	3.59K	Mar 31, 26	--	0.01%
Cedar Wealth Management, LLC	3.44K	Mar 31, 26	--	0.01%
Crews Bank & Trust	3.38K	Mar 31, 26	--	0.01%
Rockefeller Capital Management L.P.	3.33K	Mar 31, 26	-662	0.01%
Benchmark Financial Wealth Advisors, LLC	3.32K	Mar 31, 26	--	0.01%
Rinkey Investments	3.27K	Mar 31, 26	--	0.01%
Perennial Investment Advisors, LLC	3.25K	Mar 31, 26	-33	0.01%
NewEdge Advisors, LLC	3.25K	Mar 31, 26	+27	0.01%
Balance Wealth, LLC	3.24K	Mar 31, 26	+3.24K	0.01%
EQUITABLE TRUST CO	3.19K	Mar 31, 26	--	0.01%
Capstone Triton Financial Group, LLC	3.18K	Mar 31, 26	+3.18K	0.01%
Sigma Planning Corp	3.14K	Mar 31, 26	--	0.01%
Invst, LLC	3.10K	Mar 31, 26	-495	0.01%
Pure Financial Advisors, LLC	3.09K	Mar 31, 26	+44	0.01%
Hutchens & Kramer Investment Management Group, LLC	3.04K	Mar 31, 26	-121	0.01%
VestGen Advisors, LLC	2.88K	Mar 31, 26	-193	0.01%
Ashton Thomas Private Wealth, LLC	2.84K	Mar 31, 26	-1.48K	0.01%
Allworth Financial LP	2.37K	Mar 31, 26	+189	0.00%
JPMORGAN CHASE & CO	2.32K	Mar 31, 26	+791	0.00%
ASSETMARK, INC	1.99K	Mar 31, 26	-585	0.00%
JFS WEALTH ADVISORS, LLC	1.99K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	1.87K	Mar 31, 26	+1.87K	0.00%
LOM Asset Management Ltd	1.70K	Mar 31, 26	--	0.00%
Financial Life Planners	1.56K	Mar 31, 26	+1.56K	0.00%
Aptus Capital Advisors, LLC	1.35K	Mar 31, 26	+59	0.00%
Capital Analysts, LLC	1.34K	Mar 31, 26	--	0.00%
Mascoma Wealth Management LLC	1.14K	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	1.04K	Mar 31, 26	-8.41K	0.00%
Horizon Investments, LLC	1.03K	Mar 31, 26	+517	0.00%
Kohmann Bosshard Financial Services, LLC	978	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	954	Mar 31, 26	+254	0.00%
Kilter Group LLC	779	Mar 31, 26	--	0.00%
GLENMEDE TRUST CO NA	750	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	749	Mar 31, 26	+749	0.00%
Financial Network Wealth Advisors LLC	720	Mar 31, 26	--	0.00%
TSFG, LLC	717	Mar 31, 26	--	0.00%
MV CAPITAL MANAGEMENT, INC.	667	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	533	Mar 31, 26	-272	0.00%
Finley Financial, LLC	500	Mar 31, 26	--	0.00%
GODSEY & GIBB, INC	423	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	419	Mar 31, 26	--	0.00%
JNBA Financial Advisors	400	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	387	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	386	Mar 31, 26	-47	0.00%
Crewe Advisors LLC	385	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	364	Mar 31, 26	+364	0.00%
Russell Investments Group, Ltd.	361	Mar 31, 26	-8	0.00%
Key FInancial Inc	360	Mar 31, 26	--	0.00%
Y.D. More Investments Ltd	360	Mar 31, 26	+360	0.00%
CENTRAL TRUST Co	335	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	300	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	298	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	296	Mar 31, 26	+33	0.00%
Provenance Wealth Advisors, LLC	294	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	275	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	267	Mar 31, 26	-1.88K	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	258	Mar 31, 26	--	0.00%
Sage Mountain Advisors LLC	252	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	231	Mar 31, 26	+231	0.00%
Sunbelt Securities, Inc.	231	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	231	Mar 31, 26	--	0.00%
FINANCIAL CONSULATE, INC	228	Mar 31, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	210	Mar 31, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	208	Mar 31, 26	--	0.00%
Spire Wealth Management	204	Mar 31, 26	-216	0.00%
Cranbrook Wealth Management, LLC	194	Mar 31, 26	--	0.00%
Abound Wealth Management	160	Mar 31, 26	--	0.00%
Archer Investment Corp	133	Mar 31, 26	+133	0.00%
Arlington Trust Co LLC	115	Mar 31, 26	+115	0.00%
TD Capital Management LLC	105	Mar 31, 26	--	0.00%
IFP Advisors, Inc	105	Mar 31, 26	-538	0.00%
AdvisorNet Financial, Inc	104	Mar 31, 26	--	0.00%
Main Street Group, LTD	101	Mar 31, 26	+101	0.00%
Accordant Advisory Group Inc	98	Mar 31, 26	--	0.00%
MBM Wealth Consultants, LLC	95	Mar 31, 26	+95	0.00%
Balentine LLC	74	Mar 31, 26	--	0.00%
CGC Financial Services, LLC	66	Mar 31, 26	+66	0.00%
ALERUS FINANCIAL NA	53	Mar 31, 26	--	0.00%
Piscataqua Savings Bank	50	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	50	Mar 31, 26	--	0.00%
WOLFF WIESE MAGANA LLC	42	Mar 31, 26	--	0.00%
REAP Financial Group, LLC	41	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	23	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	17	Mar 31, 26	--	0.00%
HORIZON BANCORP INC /IN/	17	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	11	Mar 31, 26	+11	0.00%
DHJJ Financial Advisors, Ltd.	4	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	4	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	2	Mar 31, 26	--	0.00%
DecisionPoint Financial, LLC	--	Mar 31, 26	-60	--
Quaker Wealth Management, LLC	--	Mar 31, 26	-38	--
Geneos Wealth Management Inc.	--	Mar 31, 26	-50	--
HIGHLINE WEALTH PARTNERS LLC	--	Mar 31, 26	-103	--
SILVER OAK SECURITIES, INCORPORATED	--	Mar 31, 26	-3.85K	--
IFG Advisory, LLC	--	Mar 31, 26	-7.01K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-7.28K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-274	--
Centurion Wealth Management LLC	--	Mar 31, 26	-2.92K	--
Fisher Asset Management, LLC	--	Mar 31, 26	-3.52K	--
Retirement Planning Group	--	Mar 31, 26	-3.02K	--
Segment Wealth Management, LLC	--	Mar 31, 26	-73.63K	--
VAUGHAN & Co SECURITIES, INC.	--	Mar 31, 26	-2.99K	--
KFG WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-4.96K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-36	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-6.49K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-5	--
Navalign, LLC	--	Mar 31, 26	-250	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-60.34K	--
Concord Wealth Partners	--	Mar 31, 26	-2.82K	--
RIA Advisory Group LLC	--	Mar 31, 26	-7.06K	--
IHT Wealth Management, LLC	--	Mar 31, 26	-5.38K	--
Parvin Asset Management, LLC	--	Mar 31, 26	-61	--
D. E. Shaw & Co., Inc.	--	Mar 31, 26	-2.92K	--
American Financial Advisors, LLC	--	Mar 31, 26	-2.97K	--
Asset Dedication, LLC	--	Mar 31, 26	-75	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-360	--
MGB Wealth Management, LLC	10.29K	Dec 31, 25	+230	0.02%
COMERICA BANK	4.86K	Dec 31, 25	-152	0.01%
Tolleson Wealth Management, Inc.	3.51K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	2.56K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	1.75K	Dec 31, 25	-454	0.00%
TUCKER ASSET MANAGEMENT LLC	140	Dec 31, 25	--	0.00%
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	0.22%
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	0.40%
Raymond James Financial Services Advisors, Inc.	156.38K	Sep 30, 24	+2.53K	0.33%
RAYMOND JAMES & ASSOCIATES	88.58K	Sep 30, 24	+1.94K	0.19%
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	0.03%
InterOcean Capital Group, LLC	7.22K	Mar 31, 24	-29	0.02%
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	0.08%
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	0.09%
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	0.41%
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	0.19%
LADENBURG THALMANN FINANCIAL SERVICES INC.	45.91K	Dec 31, 19	+2.04K	0.10%
BB&T SECURITIES, LLC	--	Sep 30, 19	-5.55K	--
PERSONAL FINANCIAL CONSULTANTS INC /ADV	273.45K	Jun 30, 19	+4.78K	0.57%
NEXT Financial Holdings	4.84K	Mar 31, 19	+4.84K	0.01%
COMERICA SECURITIES INC	55.38K	Dec 31, 18	+55.38K	0.12%
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

Dynamic Advisor Solutions LLC

35.10K

Jun 30, 26

-4.34K

0.07%

CX Institutional

7.70K

Jun 30, 26

-1.05K

0.02%

Finley Financial, LLC

500

Jun 30, 26

0.00%

EASTERN BANK

229

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

210

Jun 30, 26

0.00%

Arlington Trust Co LLC

115

Jun 30, 26

0.00%

Global Wealth Strategies & Associates

Jun 30, 26

-669

Financial Engines Advisors L.L.C.

32.41M

Mar 31, 26

-344.25K

68.13%

LPL Financial LLC

619.35K

Mar 31, 26

-5.32K

1.30%

AMERIPRISE FINANCIAL INC

612.31K

Mar 31, 26

-317

1.29%

Baird Financial Group, Inc.

558.89K

Mar 31, 26

+11.61K

1.17%

COMMONWEALTH EQUITY SERVICES, LLC

329.37K

Mar 31, 26

+25.94K

0.69%

UBS Group AG

282.69K

Mar 31, 26

+64.98K

0.59%

BANK OF AMERICA CORP /DE/

280.92K

Mar 31, 26

-60

0.59%

Wealthcare Advisory Partners LLC

255.85K

Mar 31, 26

+2.77K

0.54%

MORGAN STANLEY

235.90K

Mar 31, 26

-1.28M

0.50%

New England Private Wealth Advisors LLC

215.73K

Mar 31, 26

+4.43K

0.45%

RAYMOND JAMES FINANCIAL INC

208.18K

Mar 31, 26

+1.86K

0.44%

Wharton Business Group, LLC

202.88K

Mar 31, 26

0.43%

CWM, LLC

182.42K

Mar 31, 26

-1.67K

0.38%

Fundamentum, LLC

174.29K

Mar 31, 26

-5.81K

0.37%

Arkadios Wealth Advisors

134.86K

Mar 31, 26

+35.56K

0.28%

Betterment LLC

127.17K

Mar 31, 26

+27.81K

0.27%

Clearwater Capital Advisors, LLC

126.31K

Mar 31, 26

+2.72K

0.27%

Mariner, LLC

118.08K

Mar 31, 26

-3.88K

0.25%

Private Advisory Group LLC

113.29K

Mar 31, 26

+113.29K

0.24%

CFS Investment Advisory Services, LLC

110.23K

Mar 31, 26

-86

0.23%

Kestra Advisory Services, LLC

107.35K

Mar 31, 26

+8.41K

0.23%

Brookstone Capital Management

106.10K

Mar 31, 26

+6.28K

0.22%

BARRETT & COMPANY, INC.

93.97K

Mar 31, 26

-417

0.20%

DAYMARK WEALTH PARTNERS, LLC

91.53K

Mar 31, 26

+443

0.19%

ENVESTNET ASSET MANAGEMENT INC

91.50K

Mar 31, 26

+2.83K

0.19%

CIBC WORLD MARKET INC.

90.32K

Mar 31, 26

-451

0.19%

Savvy Advisors, Inc.

89.54K

Mar 31, 26

-2.38K

0.19%

WELLS FARGO & COMPANY/MN

80.56K

Mar 31, 26

0.17%

Valmark Advisers, Inc.

74.42K

Mar 31, 26

+2.78K

0.16%

MGO ONE SEVEN LLC

73.95K

Mar 31, 26

+1.38K

0.16%

JONES FINANCIAL COMPANIES LLLP

73.90K

Mar 31, 26

+5.88K

0.16%

Cetera Investment Advisers

72.00K

Mar 31, 26

+6.29K

0.15%

Mirae Asset Global Investments Co., Ltd.

65.42K

Mar 31, 26

+2.00K

0.14%

Brinker Capital Investments, LLC

56.75K

Mar 31, 26

-14.66K

0.12%

ADVISOR GROUP HOLDINGS, INC.

55.51K

Mar 31, 26

-1.29K

0.12%

TRUIST FINANCIAL CORP

50.08K

Mar 31, 26

+666

0.11%

FMR LLC

45.62K

Mar 31, 26

+5.74K

0.10%

ROYAL BANK OF CANADA

45.17K

Mar 31, 26

-5.14K

0.09%

Atlas Private Wealth Advisors

44.21K

Mar 31, 26

+5.76K

0.09%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

39.52K

Mar 31, 26

-319

0.08%

Dynamic Advisor Solutions LLC

39.44K

Mar 31, 26

-1.91K

0.08%

RFG Advisory, LLC

33.42K

Mar 31, 26

-5.70K

0.07%

MML INVESTORS SERVICES, LLC

33.22K

Mar 31, 26

-4.79K

0.07%

Wealthcare Capital Partners, LLC

30.36K

Mar 31, 26

-860

0.06%

Destiny Wealth Partners, LLC

30.21K

Mar 31, 26

0.06%

Cambridge Investment Research Advisors, Inc.

29.11K

Mar 31, 26

-1.88K

0.06%

EVERGREEN CAPITAL MANAGEMENT LLC

28.27K

Mar 31, 26

-2.25K

0.06%

Gladstone Institutional Advisory LLC

26.85K

Mar 31, 26

-1.27K

0.06%

Gotham Asset Management, LLC

26.36K

Mar 31, 26

0.06%

Steward Partners Investment Advisory, LLC

26.14K

Mar 31, 26

+24.41K

0.05%

Kingsview Wealth Management, LLC

23.28K

Mar 31, 26

+1.25K

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

23.18K

Mar 31, 26

+118

0.05%

Berger Financial Group, Inc

23.04K

Mar 31, 26

-2.05K

0.05%

BANK OF MONTREAL /CAN/

22.28K

Mar 31, 26

+131

0.05%

Strategic Wealth Investment Group, LLC

22.23K

Mar 31, 26

-769

0.05%

GWN SECURITIES INC.

20.75K

Mar 31, 26

-1.69K

0.04%

Jaffetilchin Investment Partners, LLC

20.48K

Mar 31, 26

0.04%

RITHOLTZ WEALTH MANAGEMENT

19.57K

Mar 31, 26

-1.06K

0.04%

Sentinus, LLC

19.23K

Mar 31, 26

+72

0.04%

VALLEY NATIONAL ADVISERS INC

18.49K

Mar 31, 26

-33

0.04%

HighTower Advisors, LLC

17.59K

Mar 31, 26

-7

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

16.59K

Mar 31, 26

+691

0.03%

AlphaCore Capital LLC

15.97K

Mar 31, 26

-1.57K

0.03%

Cerity Partners LLC

15.72K

Mar 31, 26

-4.21K

0.03%

Traynor Capital Management, Inc.

15.56K

Mar 31, 26

+73

0.03%

SWEENEY & MICHEL, LLC

15.06K

Mar 31, 26

+67

0.03%

COURIER CAPITAL LLC

14.49K

Mar 31, 26

+244

0.03%

Creative Planning

14.41K

Mar 31, 26

+1.99K

0.03%

AE Wealth Management LLC

14.39K

Mar 31, 26

+275

0.03%

Qube Research & Technologies Ltd

13.93K

Mar 31, 26

+10.93K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

13.81K

Mar 31, 26

-8.67K

0.03%

Ally Invest Advisors Inc.

13.76K

Mar 31, 26

+204

0.03%

MAI Capital Management

13.58K

Mar 31, 26

-635

0.03%

NFP Retirement, Inc.

13.45K

Mar 31, 26

-1.49K

0.03%

Crescent Grove Advisors, LLC

13.29K

Mar 31, 26

-2.98K

0.03%

Farther Finance Advisors, LLC

13.10K

Mar 31, 26

+4.60K

0.03%

Glen Eagle Advisors, LLC

12.84K

Mar 31, 26

-415

0.03%

Wealthfront Advisers LLC

12.43K

Mar 31, 26

-337

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

11.76K

Mar 31, 26

-425

0.02%

Pallas Capital Advisors LLC

11.74K

Mar 31, 26

0.02%

SAX WEALTH ADVISORS, LLC

11.28K

Mar 31, 26

0.02%

Colony Group, LLC

11.02K

Mar 31, 26

-30

0.02%

Apollon Wealth Management, LLC

10.74K

Mar 31, 26

-400

0.02%

Integrated Wealth Concepts LLC

10.54K

Mar 31, 26

-2.48K

0.02%

Concurrent Investment Advisors, LLC

10.41K

Mar 31, 26

0.02%

Private Advisor Group, LLC

10.40K

Mar 31, 26

-1.85K

0.02%

Family Office Research LLC

9.91K

Mar 31, 26

-103

0.02%

Clay Northam Wealth Management, LLC

9.91K

Mar 31, 26

0.02%

MOSELEY INVESTMENT MANAGEMENT INC

9.88K

Mar 31, 26

+106

0.02%

Curran Financial Partners, LLC

9.76K

Mar 31, 26

0.02%

Mezzasalma Advisors, LLC

9.73K

Mar 31, 26

0.02%

CAPTRUST FINANCIAL ADVISORS

9.71K

Mar 31, 26

-16

0.02%

Evolution Wealth Advisors, LLC

9.54K

Mar 31, 26

0.02%

Vivaldi Capital Management LP

9.39K

Mar 31, 26

+654

0.02%

FLOW TRADERS U.S. LLC

9.14K

Mar 31, 26

+9.14K

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

9.02K

Mar 31, 26

+2.29K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

8.95K

Mar 31, 26

-2.13K

0.02%

HBK Sorce Advisory LLC

8.84K

Mar 31, 26

-63

0.02%

CHECK CAPITAL MANAGEMENT INC/CA

8.80K

Mar 31, 26

0.02%

Envestnet Portfolio Solutions, Inc.

8.45K

Mar 31, 26

+386

0.02%

PFG Advisors

8.41K

Mar 31, 26

-13.88K

0.02%

Pensionmark Financial Group, LLC

8.03K

Mar 31, 26

0.02%

McGinn Penninger Investment Management, Inc.

7.99K

Mar 31, 26

-520

0.02%

Wilson & Boucher Capital Management, LLC

7.85K

Mar 31, 26

+100

0.02%

CI Private Wealth, LLC

7.72K

Mar 31, 26

+2.82K

0.02%

Comprehensive Money Management Services LLC

7.62K

Mar 31, 26

0.02%

Equitable Holdings, Inc.

7.57K

Mar 31, 26

+572

0.02%

WNY Asset Management, LLC

7.53K

Mar 31, 26

+7.53K

0.02%

Quantinno Capital Management LP

7.46K

Mar 31, 26

+3.33K

0.02%

EXENCIAL WEALTH ADVISORS, LLC

7.43K

Mar 31, 26

+236

0.02%

INTERACTIVE FINANCIAL ADVISORS, INC.

7.42K

Mar 31, 26

+50

0.02%

REDW Wealth LLC

7.42K

Mar 31, 26

-1.84K

0.02%

BostonPremier Wealth LLC

7.39K

Mar 31, 26

-16

0.02%

Essex Financial Services, Inc.

7.27K

Mar 31, 26

-1.00K

0.02%

Lido Advisors, LLC

7.26K

Mar 31, 26

-25.39K

0.02%

Cannon Advisors, Inc.

7.17K

Mar 31, 26

-184

0.02%

McKinley Carter Wealth Services, Inc.

7.07K

Mar 31, 26

0.01%

Christensen, King & Associates Investment Services, Inc.

7.03K

Mar 31, 26

+1.22K

0.01%

EP Wealth Advisors, LLC

7.03K

Mar 31, 26

-156

0.01%

BlackRock, Inc.

6.85K

Mar 31, 26

0.01%

HB Wealth Management, LLC

6.67K

Mar 31, 26

-850

0.01%

Strategic Blueprint, LLC

6.64K

Mar 31, 26

+313

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

6.59K

Mar 31, 26

-265

0.01%

XY Planning Network, Inc.

6.54K

Mar 31, 26

+6.54K

0.01%

HARBOUR INVESTMENTS, INC.

6.54K

Mar 31, 26

+1.73K

0.01%

Prime Capital Investment Advisors, LLC

6.50K

Mar 31, 26

+1.59K

0.01%

Atlantic Union Bankshares Corp

6.47K

Mar 31, 26

0.01%

Independent Advisor Alliance

6.17K

Mar 31, 26

+6.17K

0.01%

Destination Wealth Management

6.00K

Mar 31, 26

-1.77K

0.01%

VERITY Wealth Advisors

5.79K

Mar 31, 26

0.01%

STIFEL FINANCIAL CORP

5.75K

Mar 31, 26

-3.12K

0.01%

Accurate Wealth Management, LLC

5.70K

Mar 31, 26

0.01%

Root Financial Partners, LLC

5.66K

Mar 31, 26

+377

0.01%

Western Wealth Management, LLC

5.61K

Mar 31, 26

+587

0.01%

Resources Investment Advisors, LLC.

5.55K

Mar 31, 26

-272

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

5.40K

Mar 31, 26

-160

0.01%

Focus Financial Network, Inc.

5.31K

Mar 31, 26

-106

0.01%

HRT FINANCIAL LP

5.30K

Mar 31, 26

+5.30K

0.01%

Coastline Trust Co

5.28K

Mar 31, 26

0.01%

Financial Partners Group, Inc

5.17K

Mar 31, 26

-18

0.01%

Sanctuary Advisors, LLC

4.97K

Mar 31, 26

+138

0.01%

AQR CAPITAL MANAGEMENT LLC

4.93K

Mar 31, 26

+1.86K

0.01%

Stratos Wealth Partners, LTD.

4.92K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

4.86K

Mar 31, 26

+4.86K

0.01%

Merit Financial Group, LLC

4.83K

Mar 31, 26

-2.37K

0.01%

Archford Capital Strategies, LLC

4.65K

Mar 31, 26

-1.26K

0.01%

OPPENHEIMER & CO INC

4.62K

Mar 31, 26

+44

0.01%

EQ LLC

4.58K

Mar 31, 26

0.01%

Tradition Wealth Management, LLC

4.45K

Mar 31, 26

0.01%

Embree Financial Group

4.30K

Mar 31, 26

0.01%

Selective Wealth Management, Inc.

4.28K

Mar 31, 26

0.01%

PFG Private Wealth Management, LLC

4.28K

Mar 31, 26

0.01%

MATHER GROUP, LLC.

4.25K

Mar 31, 26

0.01%

Atomi Financial Group, Inc.

4.24K

Mar 31, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

4.22K

Mar 31, 26

0.01%

Vise Technologies, Inc.

4.19K

Mar 31, 26

0.01%

Beacon Pointe Advisors, LLC

4.05K

Mar 31, 26

-217

0.01%

Detalus Advisors, LLC

4.00K

Mar 31, 26

-100

0.01%

CFO4Life Group, LLC

3.96K

Mar 31, 26

0.01%

Foundations Investment Advisors, LLC

3.77K

Mar 31, 26

+3.77K

0.01%

BOYUM WEALTH ARCHITECTS LLC

3.68K

Mar 31, 26

+3.68K

0.01%

Symmetry Partners, LLC

3.63K

Mar 31, 26

-1.66K

0.01%

Bouchey Financial Group Ltd

3.59K

Mar 31, 26

0.01%

Cedar Wealth Management, LLC

3.44K

Mar 31, 26

0.01%

Crews Bank & Trust

3.38K

Mar 31, 26

0.01%

Rockefeller Capital Management L.P.

3.33K

Mar 31, 26

-662

0.01%

Benchmark Financial Wealth Advisors, LLC

3.32K

Mar 31, 26

0.01%

Rinkey Investments

3.27K

Mar 31, 26

0.01%

Perennial Investment Advisors, LLC

3.25K

Mar 31, 26

-33

0.01%

NewEdge Advisors, LLC

3.25K

Mar 31, 26

+27

0.01%

Balance Wealth, LLC

3.24K

Mar 31, 26

+3.24K

0.01%

EQUITABLE TRUST CO

3.19K

Mar 31, 26

0.01%

Capstone Triton Financial Group, LLC

3.18K

Mar 31, 26

+3.18K

0.01%

Sigma Planning Corp

3.14K

Mar 31, 26

0.01%

Invst, LLC

3.10K

Mar 31, 26

-495

0.01%

Pure Financial Advisors, LLC

3.09K

Mar 31, 26

+44

0.01%

Hutchens & Kramer Investment Management Group, LLC

3.04K

Mar 31, 26

-121

0.01%

VestGen Advisors, LLC

2.88K

Mar 31, 26

-193

0.01%

Ashton Thomas Private Wealth, LLC

2.84K

Mar 31, 26

-1.48K

0.01%

Allworth Financial LP

2.37K

Mar 31, 26

+189

0.00%

JPMORGAN CHASE & CO

2.32K

Mar 31, 26

+791

0.00%

ASSETMARK, INC

1.99K

Mar 31, 26

-585

0.00%

JFS WEALTH ADVISORS, LLC

1.99K

Mar 31, 26

0.00%

Advisory Services Network, LLC

1.87K

Mar 31, 26

+1.87K

0.00%

LOM Asset Management Ltd

1.70K

Mar 31, 26

0.00%

Financial Life Planners

1.56K

Mar 31, 26

+1.56K

0.00%

Aptus Capital Advisors, LLC

1.35K

Mar 31, 26

+59

0.00%

Capital Analysts, LLC

1.34K

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

1.14K

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

1.04K

Mar 31, 26

-8.41K

0.00%

Horizon Investments, LLC

1.03K

Mar 31, 26

+517

0.00%

Kohmann Bosshard Financial Services, LLC

978

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

954

Mar 31, 26

+254

0.00%

Kilter Group LLC

779

Mar 31, 26

0.00%

GLENMEDE TRUST CO NA

750

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

749

Mar 31, 26

+749

0.00%

Financial Network Wealth Advisors LLC

720

Mar 31, 26

0.00%

TSFG, LLC

717

Mar 31, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

667

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

533

Mar 31, 26

-272

0.00%

Finley Financial, LLC

500

Mar 31, 26

0.00%

GODSEY & GIBB, INC

423

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

419

Mar 31, 26

0.00%

JNBA Financial Advisors

400

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

387

Mar 31, 26

0.00%

Sound Income Strategies, LLC

386

Mar 31, 26

-47

0.00%

Crewe Advisors LLC

385

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

364

Mar 31, 26

+364

0.00%

Russell Investments Group, Ltd.

361

Mar 31, 26

-8

0.00%

Key FInancial Inc

360

Mar 31, 26

0.00%

Y.D. More Investments Ltd

360

Mar 31, 26

+360

0.00%

CENTRAL TRUST Co

335

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

300

Mar 31, 26

0.00%

Pacific Center for Financial Services

298

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

296

Mar 31, 26

+33

0.00%

Provenance Wealth Advisors, LLC

294

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

275

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

267

Mar 31, 26

-1.88K

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

258

Mar 31, 26

0.00%

Sage Mountain Advisors LLC

252

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

231

Mar 31, 26

+231

0.00%

Sunbelt Securities, Inc.

231

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

231

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

228

Mar 31, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

210

Mar 31, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

208

Mar 31, 26

0.00%

Spire Wealth Management

204

Mar 31, 26

-216

0.00%

Cranbrook Wealth Management, LLC

194

Mar 31, 26

0.00%

Abound Wealth Management

160

Mar 31, 26

0.00%

Archer Investment Corp

133

Mar 31, 26

+133

0.00%

Arlington Trust Co LLC

115

Mar 31, 26

+115

0.00%

TD Capital Management LLC

105

Mar 31, 26

0.00%

IFP Advisors, Inc

105

Mar 31, 26

-538

0.00%

AdvisorNet Financial, Inc

104

Mar 31, 26

0.00%

Main Street Group, LTD

101

Mar 31, 26

+101

0.00%

Accordant Advisory Group Inc

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

Mar 31, 26

+95

0.00%

Balentine LLC

Mar 31, 26

0.00%

CGC Financial Services, LLC

Mar 31, 26

+66

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

0.00%

Piscataqua Savings Bank

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

0.00%

REAP Financial Group, LLC

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

HORIZON BANCORP INC /IN/

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

+11

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

Mar 31, 26

-60

Quaker Wealth Management, LLC

Mar 31, 26

-38

Geneos Wealth Management Inc.

Mar 31, 26

-50

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

-103

SILVER OAK SECURITIES, INCORPORATED

Mar 31, 26

-3.85K

IFG Advisory, LLC

Mar 31, 26

-7.01K

Janney Montgomery Scott LLC

Mar 31, 26

-7.28K

Wealth Watch Advisors, INC

Mar 31, 26

-274

Centurion Wealth Management LLC

Mar 31, 26

-2.92K

Fisher Asset Management, LLC

Mar 31, 26

-3.52K

Retirement Planning Group

Mar 31, 26

-3.02K

Segment Wealth Management, LLC

Mar 31, 26

-73.63K

VAUGHAN & Co SECURITIES, INC.

Mar 31, 26

-2.99K

KFG WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.96K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-36

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-6.49K

Tower Research Capital LLC (TRC)

Mar 31, 26

-5

Navalign, LLC

Mar 31, 26

-250

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-60.34K

Concord Wealth Partners

Mar 31, 26

-2.82K

RIA Advisory Group LLC

Mar 31, 26

-7.06K

IHT Wealth Management, LLC

Mar 31, 26

-5.38K

Parvin Asset Management, LLC

Mar 31, 26

-61

D. E. Shaw & Co., Inc.

Mar 31, 26

-2.92K

American Financial Advisors, LLC

Mar 31, 26

-2.97K

Asset Dedication, LLC

Mar 31, 26

-75

OPTIMA CAPITAL LLC

Mar 31, 26

-360

MGB Wealth Management, LLC

10.29K

Dec 31, 25

+230

0.02%

COMERICA BANK

4.86K

Dec 31, 25

-152

0.01%

Tolleson Wealth Management, Inc.

3.51K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

2.56K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

1.75K

Dec 31, 25

-454

0.00%

TUCKER ASSET MANAGEMENT LLC

140

Dec 31, 25

0.00%

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

0.22%

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

0.40%

Raymond James Financial Services Advisors, Inc.

156.38K

Sep 30, 24

+2.53K

0.33%

RAYMOND JAMES & ASSOCIATES

88.58K

Sep 30, 24

+1.94K

0.19%

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

0.03%

InterOcean Capital Group, LLC

7.22K

Mar 31, 24

-29

0.02%

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

0.08%

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

0.09%

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

0.41%

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

0.19%

LADENBURG THALMANN FINANCIAL SERVICES INC.

45.91K

Dec 31, 19

+2.04K

0.10%

BB&T SECURITIES, LLC

Sep 30, 19

-5.55K

PERSONAL FINANCIAL CONSULTANTS INC /ADV

273.45K

Jun 30, 19

+4.78K

0.57%

NEXT Financial Holdings

4.84K

Mar 31, 19

+4.84K

0.01%

COMERICA SECURITIES INC

55.38K

Dec 31, 18

+55.38K

0.12%

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%