← All institutions
Institutional Holdings
IAUMOwnership Summary
Institutions Holding
229
Total Shares Held
60,326,512
Total Value Held
$2,254,648,466
Quarter
2026-06-30
Active Positions
Increased Positions
7
29,152,086 shares
Decreased Positions
2
15,369 shares
Held Positions
2
3,109 shares
New Positions
212
31,155,948 shares
Sold Out Positions
6
335,570 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 28,234,927 | $1,129,679,429 | ▲ +1,400,000 | 0.65% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 3,407,229 | $136,323,232 | New position | 0.01% | 2026-06-30 |
| BlackRock, Inc. | 2,438,487 | $97,563,865 | New position | 0.00% | 2026-06-30 |
| Asset Management One Co., Ltd. | 2,430,865 | $97,258,909 | New position | 0.25% | 2026-06-30 |
| Blue Trust, Inc. | 1,583,057 | $63,338,111 | New position | 0.66% | 2026-06-30 |
| AlTi Global, Inc. | 1,419,049 | $56,776,150 | New position | 1.17% | 2026-06-30 |
| AlphaCore Capital LLC | 1,071,629 | $42,875,876 | New position | 0.79% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 944,053 | $37,771,560 | New position | 0.01% | 2026-06-30 |
| FIFTH THIRD BANCORP | 842,374 | $33,703,383 | New position | 0.05% | 2026-06-30 |
| BOK Financial Private Wealth, Inc. | 747,968 | $29,926,215 | New position | 1.53% | 2026-06-30 |
| Vident Advisory, LLC | 676,383 | $27,062,094 | New position | 0.20% | 2026-06-30 |
| Heck Capital Advisors, LLC | 584,557 | $23,388,126 | New position | 1.40% | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | 520,000 | $20,805,200 | New position | 0.03% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 461,001 | $18,444,650 | New position | 0.00% | 2026-06-30 |
| Sanctuary Advisors, LLC | 451,463 | $18,063,038 | New position | 0.08% | 2026-06-30 |
| JPMORGAN CHASE & CO | 437,815 | $17,517,010 | ▲ +23,770 | 0.00% | 2026-06-30 |
| MAI Capital Management | 433,092 | $17,328,011 | New position | 0.07% | 2026-06-30 |
| Fielder Capital Group LLC | 395,257 | $15,814,233 | New position | 3.42% | 2026-06-30 |
| Avestar Capital, LLC | 365,566 | $14,626,296 | New position | 0.82% | 2026-06-30 |
| China Universal Asset Management Co., Ltd. | 353,000 | $14,123,530 | ▲ +20,000 | 0.84% | 2026-06-30 |
| World Investment Advisors | 271,429 | $12,578,649 | New position | 0.21% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 295,851 | $11,836,979 | New position | 0.00% | 2026-06-30 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 291,255 | $11,654,266 | New position | 0.37% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 289,287 | $11,574,373 | New position | 0.01% | 2026-06-30 |
| HOWLAND CAPITAL MANAGEMENT LLC | 268,081 | $10,725,921 | New position | 0.39% | 2026-06-30 |
| Permanens Capital L.P. | 265,651 | $10,628,697 | New position | 1.09% | 2026-06-30 |
| SIGMA INVESTMENT COUNSELORS INC | 239,218 | $9,571,113 | New position | 0.47% | 2026-06-30 |
| MGO ONE SEVEN LLC | 221,719 | $8,870,977 | New position | 0.15% | 2026-06-30 |
| SFM, LLC | 220,012 | $8,802,680 | New position | 4.51% | 2026-06-30 |
| LPL Financial LLC | 200,740 | $8,031,607 | New position | 0.00% | 2026-06-30 |
| RFG Advisory, LLC | 198,410 | $7,938,392 | New position | 0.12% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 197,987 | $7,921,460 | New position | 0.02% | 2026-06-30 |
| Raub Brock Capital Management LP | 195,990 | $7,841,560 | New position | 2.16% | 2026-06-30 |
| TABLEAUX LLC | 183,367 | $7,336,514 | New position | 3.09% | 2026-06-30 |
| AE Wealth Management LLC | 182,548 | $7,303,762 | New position | 0.03% | 2026-06-30 |
| Greenline Partners, LLC | 170,451 | $6,819,745 | New position | 0.69% | 2026-06-30 |
| Savvy Advisors, Inc. | 157,209 | $6,289,932 | New position | 0.13% | 2026-06-30 |
| Cerity Partners LLC | 139,695 | $5,589,197 | New position | 0.01% | 2026-06-30 |
| Bauman Advisory Group, LLC | 139,413 | $5,577,914 | New position | 2.95% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 130,731 | $5,230,523 | New position | 0.01% | 2026-06-30 |
| CASTLE WEALTH MANAGEMENT LLC | 128,624 | $5,146,246 | New position | 1.52% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 127,024 | $5,082,251 | New position | 0.01% | 2026-06-30 |
| Stonehage Fleming Financial Services Holdings Ltd | 118,947 | $4,759,068 | New position | 0.16% | 2026-06-30 |
| Arax Advisory Partners | 115,903 | $4,637,279 | New position | 0.03% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 113,598 | $4,545,056 | New position | 0.00% | 2026-06-30 |
| Kestra Advisory Services, LLC | 109,039 | $4,362,650 | New position | 0.01% | 2026-06-30 |
| Cetera Investment Advisers | 100,435 | $4,018,388 | New position | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 99,708 | $3,989,330 | New position | 0.00% | 2026-06-30 |
| Summit Financial, LLC | 97,266 | $3,891,613 | New position | 0.04% | 2026-06-30 |
| Encompass More Asset Management | 94,367 | $3,775,624 | New position | 0.55% | 2026-06-30 |
| Mariner, LLC | 86,690 | $3,468,482 | New position | 0.00% | 2026-06-30 |
| Atria Investments, Inc | 84,489 | $3,380,405 | New position | 0.03% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83,823 | $3,353,758 | New position | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 81,791 | $3,272,458 | New position | 0.00% | 2026-06-30 |
| Prospera Financial Services Inc | 81,067 | $3,243,377 | New position | 0.05% | 2026-06-30 |
| M Wealth Management, LLC | 77,013 | $3,081,291 | New position | 2.42% | 2026-06-30 |
| Trek Financial, LLC | 73,521 | $2,941,575 | New position | 0.15% | 2026-06-30 |
| Empowered Funds, LLC | 72,922 | $2,917,609 | New position | 0.02% | 2026-06-30 |
| Turning Point Benefit Group, Inc. | 66,827 | $2,690,159 | New position | 1.16% | 2026-06-30 |
| Owl Creek Wealth Partners LLC | 66,699 | $2,668,627 | New position | 0.78% | 2026-06-30 |
| STUART INVESTMENT ADVISORS, INC. | 66,599 | $2,664,626 | New position | 1.07% | 2026-06-30 |
| Firestone Capital Management | 65,787 | $2,632,138 | New position | 0.49% | 2026-06-30 |
| Vise Technologies, Inc. | 61,556 | $2,462,856 | New position | 0.03% | 2026-06-30 |
| SteelPeak Wealth, LLC | 59,854 | $2,394,759 | New position | 0.06% | 2026-06-30 |
| BOKF, NA | 59,394 | $2,376,354 | ▲ +12,905 | 0.03% | 2026-06-30 |
| Sankala Group LLC | 53,284 | $2,311,472 | ▲ +16,453 | 1.54% | 2026-06-30 |
| EVERMAY WEALTH MANAGEMENT LLC | 53,864 | $2,155,099 | New position | 0.22% | 2026-06-30 |
| Cedar Point Capital Partners, LLC | 53,747 | $2,150,418 | New position | 1.24% | 2026-06-30 |
| Choate Investment Advisors | 53,698 | $2,148,457 | New position | 0.04% | 2026-06-30 |
| Stokes Family Office, LLC | 51,763 | $2,071,054 | New position | 0.24% | 2026-06-30 |
| Creative Planning | 50,662 | $2,026,988 | New position | 0.00% | 2026-06-30 |
| NOMURA ASSET MANAGEMENT CO LTD | 50,000 | $2,000,500 | New position | 0.00% | 2026-06-30 |
| Chemistry Wealth Management LLC | 47,264 | $1,891,033 | New position | 0.30% | 2026-06-30 |
| Westfuller Advisors, LLC | 44,826 | $1,793,500 | New position | 0.65% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 39,562 | $1,582,891 | New position | 0.01% | 2026-06-30 |
| Tactive Advisors, LLC | 39,508 | $1,580,715 | New position | 0.39% | 2026-06-30 |
| M&T Bank Corp | 37,374 | $1,495,334 | New position | 0.00% | 2026-06-30 |
| INSIGNEO ADVISORY SERVICES, LLC | 37,226 | $1,489,412 | New position | 0.06% | 2026-06-30 |
| &PARTNERS | 36,194 | $1,448,122 | New position | 0.01% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 33,604 | $1,344,496 | New position | 0.00% | 2026-06-30 |
| Rooted Wealth Advisors, Inc. | 33,305 | $1,332,533 | New position | 0.33% | 2026-06-30 |
| Tidal Investments LLC | 33,181 | $1,327,572 | New position | 0.00% | 2026-06-30 |
| Wedmont Private Capital | 32,410 | $1,326,541 | New position | 0.04% | 2026-06-30 |
| Cushing Capital Partners, LLC | 32,923 | $1,317,260 | New position | 0.91% | 2026-06-30 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 31,752 | $1,270,398 | New position | 0.31% | 2026-06-30 |
| BIP Wealth, LLC | 31,072 | $1,243,191 | New position | 0.04% | 2026-06-30 |
| PRINCIPAL SECURITIES, INC. | 31,005 | $1,240,510 | New position | 0.01% | 2026-06-30 |
| Global Retirement Partners, LLC | 30,467 | $1,218,985 | New position | 0.02% | 2026-06-30 |
| BROWN ADVISORY INC | 30,456 | $1,218,545 | New position | 0.00% | 2026-06-30 |
| Hilton Capital Management, LLC | 30,050 | $1,202,301 | New position | 0.08% | 2026-06-30 |
| Ardent Capital Management, Inc. | 28,500 | $1,140,285 | New position | 0.47% | 2026-06-30 |
| Aptus Capital Advisors, LLC | 26,716 | $1,068,907 | New position | 0.01% | 2026-06-30 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 24,358 | $974,564 | New position | 0.25% | 2026-06-30 |
| J. M. Brown & Associates Inc. | 23,898 | $956,159 | New position | 0.55% | 2026-06-30 |
| Headlands Technologies LLC | 23,891 | $955,879 | New position | 0.10% | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | 22,736 | $909,667 | New position | 0.01% | 2026-06-30 |
| Upper Left Wealth Management, LLC | 22,021 | $881,061 | New position | 0.49% | 2026-06-30 |
| Meridian Wealth Management, LLC | 21,685 | $867,600 | New position | 0.03% | 2026-06-30 |
| Mayflower Financial Advisors, LLC | 20,983 | $839,530 | New position | 0.07% | 2026-06-30 |
| Scarborough Advisors, LLC | 19,952 | $837,188 | New position | 0.10% | 2026-06-30 |
| Gotham Asset Management, LLC | 20,896 | $836,049 | New position | 0.00% | 2026-06-30 |
| Sound Portfolio Advisors, LLC | 19,996 | $800,040 | New position | 0.57% | 2026-06-30 |
| Rede Wealth, LLC | 19,877 | $795,279 | New position | 0.26% | 2026-06-30 |
| Sivia Capital Partners, LLC | 18,301 | $732,223 | New position | 0.09% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,504 | $716,439 | New position | 0.00% | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | 17,630 | $705,370 | New position | 0.04% | 2026-06-30 |
| Columbus Macro, LLC | 17,143 | $685,891 | New position | 0.07% | 2026-06-30 |
| a16z Perennial Management, L.P. | 17,077 | $683,251 | New position | 0.06% | 2026-06-30 |
| Quantinno Capital Management LP | 17,054 | $682,331 | New position | 0.00% | 2026-06-30 |
| New England Private Wealth Advisors LLC | 16,772 | $677,421 | New position | 0.07% | 2026-06-30 |
| Signal Advisors Wealth, LLC | 16,799 | $672,136 | New position | 0.03% | 2026-06-30 |
| Causey Wealth LLC | 15,599 | $624,116 | New position | 0.24% | 2026-06-30 |
| Brand Asset Management Group, Inc. | 15,513 | $620,676 | New position | 0.14% | 2026-06-30 |
| NavPoint Financial, Inc. | 15,218 | $608,872 | New position | 0.23% | 2026-06-30 |
| IFP Advisors, Inc | 15,049 | $602,110 | New position | 0.01% | 2026-06-30 |
| Townsend Financial Planning, LLC | 14,975 | $599,150 | New position | 0.52% | 2026-06-30 |
| REGIONS FINANCIAL CORP | 14,793 | $591,868 | New position | 0.00% | 2026-06-30 |
| Brookstone Capital Management | 13,624 | $545,096 | New position | 0.01% | 2026-06-30 |
| Avos Capital Management, LLC | 13,555 | $542,335 | New position | 0.23% | 2026-06-30 |
| RiverGlades Family Offices LLC | 13,000 | $520,130 | New position | 0.24% | 2026-06-30 |
| Archer Investment Management, LLC | 12,238 | $489,642 | New position | 0.17% | 2026-06-30 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11,409 | $456,474 | New position | 0.00% | 2026-06-30 |
| Precision Wealth Strategies, LLC | 11,244 | $449,872 | New position | 0.14% | 2026-06-30 |
| S.A. Mason LLC | 11,010 | $440,510 | ▲ +1,673 | 0.14% | 2026-06-30 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10,975 | $439,110 | New position | 0.00% | 2026-06-30 |
| SFMG, LLC | 10,899 | $436,069 | New position | 0.03% | 2026-06-30 |
| Family Investment Center, Inc. | 10,804 | $432,268 | New position | 0.07% | 2026-06-30 |
| Compound Planning, Inc. | 10,713 | $428,627 | New position | 0.01% | 2026-06-30 |
| Kovack Advisors, Inc. | 10,705 | $428,246 | New position | 0.02% | 2026-06-30 |
| CIBC WORLD MARKET INC. | 10,643 | $425,826 | New position | 0.00% | 2026-06-30 |
| AlphaStar Capital Management, LLC | 10,630 | $425,306 | New position | 0.03% | 2026-06-30 |
| NewEdge Advisors, LLC | 10,594 | $423,866 | New position | 0.00% | 2026-06-30 |
| Painted Porch Advisors LLC | 10,500 | $420,105 | New position | 0.18% | 2026-06-30 |
| Beckerman Institutional, LLC | 10,342 | $413,791 | New position | 0.20% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 10,287 | $411,583 | New position | 0.00% | 2026-06-30 |
| Merit Financial Group, LLC | 9,934 | $397,459 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,862 | $394,579 | New position | 0.00% | 2026-06-30 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 9,450 | $378,095 | New position | 0.11% | 2026-06-30 |
| XML Financial, LLC | 9,179 | $367,252 | New position | 0.03% | 2026-06-30 |
| Bay Rivers Group | 8,677 | $347,167 | New position | 0.12% | 2026-06-30 |
| KFG WEALTH MANAGEMENT, LLC | 8,333 | $333,403 | New position | 0.04% | 2026-06-30 |
| CHAPMAN FINANCIAL GROUP, LLC | 8,049 | $322,041 | New position | 0.21% | 2026-06-30 |
| Cresset Asset Management, LLC | 7,633 | $305,377 | New position | 0.00% | 2026-06-30 |
| W1M Asset Management Ltd | 7,362 | $294,554 | New position | 0.00% | 2026-06-30 |
| SILVER OAK SECURITIES, INCORPORATED | 7,354 | $294,234 | New position | 0.02% | 2026-06-30 |
| Walkner Condon Financial Advisors LLC | 7,288 | $291,593 | New position | 0.03% | 2026-06-30 |
| MJP ASSOCIATES INC /ADV | 7,017 | $280,750 | New position | 0.03% | 2026-06-30 |
| Advisor OS, LLC | 7,017 | $280,750 | New position | 0.02% | 2026-06-30 |
| FLORIDA FINANCIAL ADVISORS, LLC | 6,858 | $274,388 | New position | 0.05% | 2026-06-30 |
| MISSION WEALTH MANAGEMENT, LP | 6,833 | $273,379 | New position | 0.00% | 2026-06-30 |
| Bedminster, LLC | 6,768 | $270,788 | New position | 0.23% | 2026-06-30 |
| LFG Wealth Partners, LLC | 6,685 | $267,467 | New position | 0.13% | 2026-06-30 |
| Main Street Financial Solutions, LLC | 6,650 | $266,067 | New position | 0.02% | 2026-06-30 |
| Plum Street Advisors, LLC | 6,560 | $262,466 | New position | 0.08% | 2026-06-30 |
| CAP Partners, LLC | 6,554 | $262,226 | New position | 0.13% | 2026-06-30 |
| SJS Investment Consulting Inc. | 6,236 | $249,503 | New position | 0.03% | 2026-06-30 |
| EXCALIBUR MANAGEMENT CORP | 6,227 | $249,146 | New position | 0.08% | 2026-06-30 |
| Daiwa Securities Group Inc. | 6,210 | $248,462 | New position | 0.00% | 2026-06-30 |
| HOWE & RUSLING INC | 6,084 | $243,421 | New position | 0.01% | 2026-06-30 |
| ROYAL BANK OF CANADA | 6,018 | $240,000 | New position | 0.00% | 2026-06-30 |
| D'Orazio & Associates, Inc. | 5,983 | $239,380 | New position | 0.03% | 2026-06-30 |
| Retirement Planning Group, LLC | 5,949 | $238,019 | New position | 0.01% | 2026-06-30 |
| Orion Capital Management LLC | 5,887 | $235,539 | New position | 0.07% | 2026-06-30 |
| EP Wealth Advisors, LLC | 5,844 | $233,818 | New position | 0.00% | 2026-06-30 |
| WESTBOURNE INVESTMENTS, INC. | 5,778 | $231,178 | New position | 0.09% | 2026-06-30 |
| CacheTech Inc. | 5,516 | $220,695 | New position | 0.04% | 2026-06-30 |
| Kingsbury Capital Investment Advisors LLC | 5,465 | $218,655 | New position | 0.18% | 2026-06-30 |
| KMT WEALTH MANAGEMENT, LLC | 5,465 | $218,655 | New position | 0.18% | 2026-06-30 |
| Sigma Planning Corp | 5,464 | $218,614 | New position | 0.01% | 2026-06-30 |
| EPIQ PARTNERS, LLC | 5,432 | $217,334 | New position | 0.09% | 2026-06-30 |
| Apella Capital, LLC | 5,266 | $215,959 | New position | 0.00% | 2026-06-30 |
| OneDigital Investment Advisors LLC | 5,250 | $210,053 | New position | 0.00% | 2026-06-30 |
| Discipline Wealth Solutions, LLC | 5,168 | $206,772 | New position | 0.02% | 2026-06-30 |
| Baker Avenue Asset Management, LP | 5,096 | $203,891 | New position | 0.00% | 2026-06-30 |
| Keystone Wealth Services, LLC | 5,088 | $203,571 | New position | 0.04% | 2026-06-30 |
| First Financial Bankshares Inc | 5,032 | $201,330 | New position | 0.00% | 2026-06-30 |
| FMR LLC | 4,658 | $186,367 | New position | 0.00% | 2026-06-30 |
| Alaska Permanent Fund Corp | 3,709,000 | $148,397 | New position | 9.83% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 3,680 | $147,114 | New position | 0.01% | 2026-06-30 |
| CoreFirst Bank & Trust | 3,060 | $122,431 | Unchanged | 0.06% | 2026-06-30 |
| Smartleaf Asset Management LLC | 2,867 | $114,735 | New position | 0.00% | 2026-06-30 |
| SouthState Bank Corp | 2,858 | $114,349 | New position | 0.00% | 2026-06-30 |
| Networth Advisors, LLC | 2,805 | $112,228 | New position | 0.07% | 2026-06-30 |
| MORGAN STANLEY | 2,727 | $109,107 | New position | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 2,656 | $106,266 | ▲ +175 | 0.01% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 2,575 | $103,026 | New position | 0.00% | 2026-06-30 |
| Kingdom Financial Group LLC. | 2,462 | $98,505 | New position | 0.03% | 2026-06-30 |
| Heritage Wealth Advisors | 1,761 | $70,458 | ▼ -331 | 0.00% | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | 1,505 | $60,215 | New position | 0.05% | 2026-06-30 |
| Abound Wealth Management | 1,482 | $59,295 | New position | 0.01% | 2026-06-30 |
| True Wealth Design, LLC | 1,462 | $58,495 | New position | 0.01% | 2026-06-30 |
| MATHER GROUP, LLC. | 1,157 | $46,292 | New position | 0.00% | 2026-06-30 |
| Tradewinds Capital Management, LLC | 1,097 | $43,891 | New position | 0.01% | 2026-06-30 |
| Rossby Financial, LCC | 1,025 | $41,010 | New position | 0.01% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 997 | $39,890 | New position | 0.00% | 2026-06-30 |
| Fairman Group, LLC | 959 | $38,370 | New position | 0.03% | 2026-06-30 |
| Lloyd Advisory Services, LLC. | 929 | $37,169 | New position | 0.01% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 919 | $37,092 | New position | 0.00% | 2026-06-30 |
| Decker Retirement Planning Inc. | 661 | $26,447 | New position | 0.01% | 2026-06-30 |
| Triumph Capital Management | 500 | $20,005 | New position | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 500 | $19,975 | New position | 0.00% | 2026-06-30 |
| Reyes Financial Architecture, Inc. | 495 | $19,805 | New position | 0.01% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 400 | $16,104 | New position | 0.00% | 2026-06-30 |
| Costello Asset Management, INC | 300 | $12,003 | New position | 0.00% | 2026-06-30 |
| IFG Advisory, LLC | 273 | $10,923 | New position | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 246 | $9,842 | New position | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 245 | $9,802 | New position | 0.00% | 2026-06-30 |
| Thrivent Financial for Lutherans | 226,369 | $9,057 | New position | 0.02% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 197 | $7,883 | New position | 0.00% | 2026-06-30 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 189 | $7,562 | New position | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 163 | $6,527 | New position | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 139 | $5,561 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 122 | $4,865 | New position | 0.00% | 2026-06-30 |
| RMG Wealth Management LLC | 49 | $2,156 | Unchanged | 0.00% | 2026-06-30 |
| Atlantic Union Bankshares Corp | 50 | $2,001 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 48,994 | $1,960 | New position | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 28,533 | $1,142 | New position | 0.04% | 2026-06-30 |
| Concord Wealth Partners | 27 | $1,080 | New position | 0.00% | 2026-06-30 |
| Richard W. Paul & Associates, LLC | 25 | $1,000 | New position | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 13,608 | $544 | ▼ -7,834 | 0.02% | 2026-06-30 |
| Avion Wealth | 1,860 | $74 | New position | 0.01% | 2026-06-30 |
| Capital Analysts, LLC | 320 | $13 | New position | 0.00% | 2026-06-30 |
| Coston, McIsaac & Partners | 21 | $0 | New position | 0.00% | 2026-06-30 |
| Fifth Third Wealth Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Jump Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Fifth Third Securities, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| NEUBERGER BERMAN GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Preservation Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisors Preferred, LLC | 0 | $0 | Sold out | 2026-06-30 |