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Institutional Holdings

LYG

Ownership Summary

Institutions Holding
548
Total Shares Held
534,950,016
Total Value Held
$3,060,754,724
Quarter
2026-06-30

Active Positions

Increased Positions
236
365,269,757 shares
Decreased Positions
127
147,185,314 shares
Held Positions
70
3,983,924 shares
New Positions
67
18,511,021 shares
Sold Out Positions
48
4,344,028 shares
Institution Shares Value Change % of Portfolio Reported
FMR LLC 51,014,992 $297,417,400 ▲ +2,495,732 0.01% 2026-06-30
MORGAN STANLEY 42,671,550 $248,775,155 ▲ +17,301,757 0.01% 2026-06-30
JPMORGAN CHASE & CO 31,757,731 $182,606,957 ▲ +6,598,664 0.01% 2026-06-30
GOLDMAN SACHS GROUP INC 26,564,821 $154,872,905 ▲ +1,302,279 0.01% 2026-06-30
WCM INVESTMENT MANAGEMENT, LLC 26,155,105 $150,391,856 ▼ -393,129 0.27% 2026-06-30
NORTHERN TRUST CORP 23,632,830 $137,779,399 ▼ -25,708 0.02% 2026-06-30
Fisher Asset Management, LLC 21,504,433 $125,370,855 ▼ -132,004,179 0.04% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 18,122,890 $105,656,449 ▲ +17,700,671 0.04% 2026-06-30
CITIGROUP INC 16,746,452 $97,631,816 ▲ +16,142,762 0.03% 2026-06-30
CIBC Bancorp USA Inc. 15,053,607 $87,772,897 ▼ -441,558 0.11% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 12,861,050 $74,979,924 ▲ +30,713 0.01% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 12,564,633 $73,250,337 ▲ +351,626 0.02% 2026-06-30
AMERICAN CENTURY COMPANIES INC 12,027,892 $70,122,610 ▲ +514,150 0.03% 2026-06-30
Optiver Holding B.V. 11,235,939 $65,505,524 ▲ +8,490,894 0.02% 2026-06-30
JANE STREET GROUP, LLC 11,142,125 $64,958,589 ▼ -852,865 0.01% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 10,236,228 $59,677,209 ▲ +3,364,728 0.03% 2026-06-30
BlackRock, Inc. 9,928,067 $57,880,631 ▼ -455,698 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 8,838,837 $51,530,420 ▲ +2,063,600 0.02% 2026-06-30
BANK OF AMERICA CORP /DE/ 8,005,022 $46,669,276 ▲ +222,310 0.00% 2026-06-30
First Eagle Investment Management, LLC 7,001,757 $40,820,245 ▼ -402,396 0.07% 2026-06-30
Qube Research & Technologies Ltd 6,288,166 $36,660,008 ▲ +4,051,494 0.03% 2026-06-30
ABC ARBITRAGE SA 5,689,418 $33,169,307 ▲ +5,658,508 3.58% 2026-06-30
BANK OF MONTREAL /CAN/ 5,235,547 $30,523,239 ▲ +4,804,142 0.01% 2026-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC 5,201,812 $30,326,564 ▲ +1,760,768 0.13% 2026-06-30
Crossmark Global Holdings, Inc. 4,844,087 $28,241,029 ▼ -9,278 0.37% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 4,792,690 $27,941,381 ▲ +1,796,125 0.01% 2026-06-30
ASSETMARK, INC 4,635,820 $27,026,831 ▲ +785,827 0.05% 2026-06-30
Symmetry Investments LP 4,395,600 $25,626,349 ▲ +1,481,500 1.73% 2026-06-30
CITADEL ADVISORS LLC 3,609,147 $21,041,327 ▲ +2,966,315 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 3,581,617 $20,880,825 ▼ -168,719 0.00% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,471,365 $20,238,058 ▲ +280,834 0.09% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,964,818 $17,284,889 ▲ +458,862 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 2,943,648 $17,161,470 ▲ +180,081 0.00% 2026-06-30
LPL Financial LLC 2,337,659 $13,628,553 ▲ +156,983 0.00% 2026-06-30
Point72 Asset Management, L.P. 2,262,925 $13,192,853 ▼ -1,715,632 0.01% 2026-06-30
Schonfeld Strategic Advisors LLC 2,204,316 $12,851,161 New position 0.05% 2026-06-30
CIBC WORLD MARKET INC. 2,199,518 $12,823,190 ▼ -22,361 0.02% 2026-06-30
CAPITAL FUND MANAGEMENT S.A. 2,093,662 $12,206,049 ▲ +1,359,141 0.05% 2026-06-30
Clearbridge Investments, LLC 1,998,538 $11,651,474 ▼ -19,305 0.01% 2026-06-30
Aquatic Capital Management LLC 1,964,677 $11,454,067 ▲ +1,888,528 0.39% 2026-06-30
Trexquant Investment LP 1,891,954 $11,030,092 ▲ +810,229 0.06% 2026-06-30
Cetera Investment Advisers 1,817,733 $10,597,385 ▼ -152,926 0.01% 2026-06-30
Farringdon Capital, Ltd. 1,797,519 $10,479,536 New position 5.19% 2026-06-30
QRG CAPITAL MANAGEMENT, INC. 1,731,571 $10,095,060 ▲ +185,523 0.08% 2026-06-30
Creative Planning 1,531,629 $8,929,395 ▲ +32,709 0.01% 2026-06-30
TD Waterhouse Canada Inc. 1,494,395 $8,837,315 ▼ -266,231 0.02% 2026-06-30
MML INVESTORS SERVICES, LLC 1,453,513 $8,473,980 ▲ +442,758 0.02% 2026-06-30
UBS Group AG 1,431,159 $8,343,657 ▼ -62,884 0.00% 2026-06-30
NINE MASTS CAPITAL Ltd 1,384,610 $8,072,276 New position 0.81% 2026-06-30
LOGAN CAPITAL MANAGEMENT INC 1,374,230 $8,011,762 ▲ +161,888 0.30% 2026-06-30
EAGLE GLOBAL ADVISORS LLC 1,290,000 $7,520,700 ▲ +285,000 0.25% 2026-06-30
Y-Intercept (Hong Kong) Ltd 1,261,414 $7,354,044 New position 0.15% 2026-06-30
OLD MISSION CAPITAL LLC 1,257,130 $7,329,067 New position 0.12% 2026-06-30
ROYAL BANK OF CANADA 1,222,547 $7,127,000 ▲ +19,724 0.00% 2026-06-30
STIFEL FINANCIAL CORP 1,188,031 $6,926,216 ▼ -1,810 0.01% 2026-06-30
XTX Topco Ltd 1,154,325 $6,729,715 ▲ +1,040,865 0.09% 2026-06-30
Focus Partners Wealth 1,148,141 $6,693,673 ▲ +61,920 0.01% 2026-06-30
Mariner, LLC 1,142,245 $6,657,922 ▲ +38,328 0.01% 2026-06-30
Beck Bode, LLC 1,138,120 $6,635,237 ▲ +13,664 1.00% 2026-06-30
RITHOLTZ WEALTH MANAGEMENT 1,095,240 $6,385,250 ▲ +47,114 0.10% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 1,049,668 $6,119,564 ▼ -45,646 0.01% 2026-06-30
Gradient Investments LLC 1,038,552 $6,054,756 ▲ +57,950 0.08% 2026-06-30
Pathstone Holdings, LLC 1,035,643 $6,037,797 ▲ +40,311 0.02% 2026-06-30
Integrated Quantitative Investments LLC 1,029,049 $5,999,356 ▲ +124,441 0.98% 2026-06-30
Bank of New York Mellon Corp 958,770 $5,589,630 ▲ +5,356 0.00% 2026-06-30
Nuveen, LLC 899,765 $5,245,627 New position 0.00% 2026-06-30
Rockefeller Capital Management L.P. 887,582 $5,174,615 ▲ +9,800 0.01% 2026-06-30
Vanguard Personalized Indexing Management, LLC 800,490 $4,666,857 ▲ +37,859 0.04% 2026-06-30
AMERIPRISE FINANCIAL INC 742,245 $4,327,626 New position 0.00% 2026-06-30
SEI INVESTMENTS CO 728,006 $4,244,310 ▲ +39,661 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 675,596 $3,938,724 ▲ +664,309 0.10% 2026-06-30
Squarepoint Ops LLC 642,950 $3,748,399 ▲ +258,941 0.00% 2026-06-30
Cerity Partners LLC 640,341 $3,733,190 ▲ +12,777 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 630,200 $3,674,066 ▲ +107,682 0.00% 2026-06-30
OPPENHEIMER ASSET MANAGEMENT INC. 552,552 $3,221,378 ▼ -13,899 0.03% 2026-06-30
PNC Financial Services Group, Inc. 527,979 $3,078,116 ▲ +45,830 0.00% 2026-06-30
M&T Bank Corp 513,516 $2,993,350 ▲ +38,127 0.01% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 477,622 $2,784,536 Unchanged 0.00% 2026-06-30
Vident Advisory, LLC 472,440 $2,754,327 ▲ +19,586 0.02% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 464,381 $2,707,341 ▲ +221,711 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 458,500 $2,673,055 ▲ +46,400 0.00% 2026-06-30
Naviter Wealth, LLC 451,862 $2,634,355 ▲ +84,001 0.24% 2026-06-30
Capricorn Fund Managers Ltd 450,000 $2,623,500 New position 0.21% 2026-06-30
HF Advisory Group, LLC 445,833 $2,599,207 ▲ +57,457 0.80% 2026-06-30
OSAIC HOLDINGS, INC. 427,616 $2,492,866 ▲ +44,727 0.00% 2026-06-30
NewEdge Wealth, LLC 423,223 $2,467,387 ▲ +14,170 0.02% 2026-06-30
BTC Capital Management, Inc. 421,179 $2,455,475 ▲ +6,296 0.15% 2026-06-30
Compound Planning, Inc. 415,779 $2,423,993 ▼ -88,722 0.06% 2026-06-30
Global Retirement Partners, LLC 408,648 $2,382,416 ▼ -67,989 0.04% 2026-06-30
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 408,270 $2,380,214 Unchanged 0.09% 2026-06-30
TRUIST FINANCIAL CORP 407,867 $2,377,868 ▲ +13,839 0.00% 2026-06-30
Vestmark Advisory Solutions, Inc. 402,448 $2,346,269 ▲ +7,698 0.02% 2026-06-30
FACTORY MUTUAL INSURANCE CO 400,442 $2,334,577 New position 0.02% 2026-06-30
Engineers Gate Manager LP 394,145 $2,297,865 ▲ +156,739 0.03% 2026-06-30
FIRST TRUST ADVISORS LP 392,268 $2,286,920 ▼ -120,461 0.00% 2026-06-30
Caprock Group, LLC 391,673 $2,283,458 ▲ +3,019 0.04% 2026-06-30
EQUITABLE TRUST CO 379,030 $2,209,745 ▲ +39 0.09% 2026-06-30
ELEVATION POINT WEALTH PARTNERS, LLC 376,318 $2,193,932 ▲ +11,262 0.04% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 375,421 $2,188,707 ▲ +44,685 0.00% 2026-06-30
Orion Porfolio Solutions, LLC 369,578 $2,154,642 ▲ +86,308 0.02% 2026-06-30
SIMPLEX TRADING, LLC 368,485 $2,148,267 ▲ +149,866 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 364,656 $2,125,944 New position 0.00% 2026-06-30
Atria Investments, Inc 362,695 $2,114,513 ▼ -27,459 0.02% 2026-06-30
JCIC Asset Management Inc. 416,850 $2,096,756 Unchanged 0.64% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 357,019 $2,081,421 ▲ +9,929 0.04% 2026-06-30
Empowered Funds, LLC 356,236 $2,076,856 ▲ +55,171 0.01% 2026-06-30
TWIN CITY PRIVATE WEALTH, LLC 355,605 $2,073,180 ▲ +5,487 1.45% 2026-06-30
PRINCIPAL SECURITIES, INC. 346,943 $2,022,681 ▲ +1,775 0.02% 2026-06-30
GQG Partners LLC 341,126 $1,988,781 New position 0.00% 2026-06-30
Callan Family Office, LLC 341,114 $1,988,697 ▲ +21,504 0.04% 2026-06-30
DRW Securities, LLC 327,500 $1,909,325 ▼ -168,600 0.05% 2026-06-30
QUADRANT CAPITAL GROUP LLC 321,802 $1,876,106 Unchanged 0.05% 2026-06-30
GROUP ONE TRADING LLC 317,621 $1,851,730 ▼ -14,555 0.00% 2026-06-30
GLENMEDE TRUST CO NA 316,698 $1,846,349 New position 0.01% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 313,567 $1,828,096 Unchanged 0.00% 2026-06-30
COOKSON PEIRCE & CO INC 307,663 $1,793,676 ▼ -16,920 0.06% 2026-06-30
FRANKLIN RESOURCES INC 302,273 $1,762,251 ▼ -2,296 0.00% 2026-06-30
SIGNATUREFD, LLC 301,587 $1,758,253 ▼ -6,884 0.02% 2026-06-30
NLB Skladi, upravljanje premozenja, d.o.o. 278,900 $1,625,987 Unchanged 0.06% 2026-06-30
Invesco Ltd. 277,855 $1,619,892 New position 0.00% 2026-06-30
Integrated Wealth Concepts LLC 255,433 $1,489,174 ▲ +70,609 0.01% 2026-06-30
Sanctuary Advisors, LLC 254,940 $1,486,297 ▲ +34,767 0.01% 2026-06-30
Arax Advisory Partners 253,609 $1,478,545 ▲ +182,204 0.01% 2026-06-30
IEQ CAPITAL, LLC 249,216 $1,452,928 ▼ -34,666 0.01% 2026-06-30
1832 Asset Management L.P. 244,846 $1,427,452 ▲ +15,518 0.00% 2026-06-30
Revisor Wealth Management LLC 243,650 $1,420,480 ▼ -2,496 0.34% 2026-06-30
CHOREO, LLC 238,666 $1,391,423 ▲ +5,468 0.02% 2026-06-30
Voya Financial Advisors, Inc. 241,490 $1,388,559 ▼ -14,637 0.12% 2026-06-30
&PARTNERS 231,929 $1,352,443 ▼ -2,717 0.01% 2026-06-30
INTRUST BANK NA 229,858 $1,340,072 ▼ -5,903 0.10% 2026-06-30
KEYBANK NATIONAL ASSOCIATION/OH 225,147 $1,312,613 ▲ +41,010 0.00% 2026-06-30
CIBC Asset Management Inc 222,424 $1,296,732 ▲ +22,486 0.00% 2026-06-30
Patriot Financial Group Insurance Agency, LLC 215,474 $1,256,211 ▼ -174,618 0.13% 2026-06-30
Dynasty Wealth Management, LLC 214,363 $1,249,734 ▼ -19,492 0.01% 2026-06-30
Generali Investments CEE, investicni spolecnost, a.s. 840,026 $1,237,386 ▼ -231,436 0.06% 2026-06-30
Corient Private Wealth LP 209,500 $1,221,389 ▼ -13,192 0.00% 2026-06-30
Quantbot Technologies LP 207,742 $1,211,136 ▲ +72,639 0.05% 2026-06-30
Allspring Global Investments Holdings, LLC 199,490 $1,209,908 ▲ +13,468 0.00% 2026-06-30
Aaron Wealth Advisors LLC 196,676 $1,146,621 ▲ +6,538 0.06% 2026-06-30
Qtron Investments LLC 192,046 $1,119,628 ▲ +6,687 0.15% 2026-06-30
Kathmere Capital Management, LLC 184,422 $1,075,180 ▲ +18,837 0.06% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 178,949 $1,073,692 ▲ +49,654 0.00% 2026-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 178,898 $1,042,977 ▼ -113,521 0.01% 2026-06-30
Ellevest, Inc. 177,187 $1,033,000 ▲ +15,198 0.12% 2026-06-30
Legacy Wealth Asset Management, LLC 172,636 $1,006,468 ▼ -1,381 0.22% 2026-06-30
Ballentine Partners, LLC 172,325 $1,004,655 ▲ +366 0.01% 2026-06-30
PINNACLE ASSOCIATES LTD 166,048 $968,060 Unchanged 0.01% 2026-06-30
Smartleaf Asset Management LLC 164,084 $943,487 Unchanged 0.03% 2026-06-30
Snowden Capital Advisors LLC 157,921 $920,679 ▲ +1,653 0.02% 2026-06-30
Summit Trail Advisors, LLC 156,280 $911,112 ▼ -94 0.01% 2026-06-30
MARINO, STRAM & ASSOCIATES LLC 152,911 $891,471 ▲ +1,071 0.14% 2026-06-30
Vise Technologies, Inc. 151,998 $886,147 ▲ +23,636 0.01% 2026-06-30
Balyasny Asset Management L.P. 147,979 $862,718 ▼ -600,773 0.00% 2026-06-30
TWO SIGMA SECURITIES, LLC 144,608 $843,065 New position 0.07% 2026-06-30
Equitable Holdings, Inc. 140,623 $819,831 ▲ +118,457 0.00% 2026-06-30
SYON CAPITAL LLC 139,960 $815,967 ▲ +999 0.04% 2026-06-30
Sivia Capital Partners, LLC 135,445 $789,644 ▼ -72,455 0.10% 2026-06-30
CONNABLE OFFICE INC 133,578 $778,760 ▼ -2,213 0.07% 2026-06-30
FORTRESS PRIVATE LEDGER, LLC 130,781 $762,454 ▲ +15,527 0.21% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 126,671 $738,492 ▲ +1,841 0.00% 2026-06-30
Blue Trust, Inc. 124,503 $725,855 ▼ -3,858 0.01% 2026-06-30
Savant Capital, LLC 129,224 $704,303 ▲ +66,762 0.00% 2026-06-30
PERSONAL CFO SOLUTIONS, LLC 120,012 $699,669 ▲ +853 0.10% 2026-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 117,638 $685,830 ▼ -1,800 0.01% 2026-06-30
Sequoia Financial Advisors, LLC 117,216 $683,371 ▼ -4,254 0.00% 2026-06-30
Mutual Advisors, LLC 113,098 $659,361 ▲ +34,626 0.01% 2026-06-30
Apollon Wealth Management, LLC 110,702 $645,393 ▲ +1,183 0.01% 2026-06-30
MGO ONE SEVEN LLC 110,143 $642,133 ▼ -302 0.01% 2026-06-30
Edge Wealth Management LLC 110,000 $641,300 Unchanged 0.11% 2026-06-30
Aprio Wealth Management, LLC 108,247 $631,081 ▲ +5,175 0.03% 2026-06-30
May Hill Capital, LLC 107,244 $625,233 ▲ +6,556 0.13% 2026-06-30
Gallacher Capital Management LLC 107,239 $625,205 ▼ -57,053 0.35% 2026-06-30
Papamarkou Wellner Asset Management inc. 104,100 $606,903 Unchanged 0.38% 2026-06-30
Dorsey & Whitney Trust CO LLC 103,020 $600,607 ▲ +3,019 0.03% 2026-06-30
GeoWealth Management, LLC 102,196 $595,788 ▼ -529 0.02% 2026-06-30
Drucker Wealth 3.0, LLC 101,152 $589,715 ▼ -4,309 0.09% 2026-06-30
STEPHENS INC /AR/ 101,097 $589,396 ▼ -21,247 0.01% 2026-06-30
Cetera Trust Company, N.A 99,725 $581,397 Unchanged 0.29% 2026-06-30
GAMMA Investing LLC 95,365 $555,978 ▲ +10,425 0.02% 2026-06-30
Farther Finance Advisors, LLC 95,017 $553,676 ▲ +5,364 0.00% 2026-06-30
EAGLE ROCK INVESTMENT COMPANY, LLC 93,759 $546,615 Unchanged 0.07% 2026-06-30
HB Wealth Management, LLC 89,313 $520,696 ▲ +7,050 0.00% 2026-06-30
Abel Hall, LLC 89,084 $519,360 ▼ -1,439 0.09% 2026-06-30
Cypress Wealth Services, LLC 88,676 $516,978 ▼ -934 0.06% 2026-06-30
Foster Victor Wealth Advisors, LLC 86,505 $512,973 ▲ +15,370 0.03% 2026-06-30
BENJAMIN EDWARDS INC 86,223 $502,562 ▲ +13,295 0.00% 2026-06-30
Brookstone Capital Management 86,064 $501,756 ▼ -112 0.01% 2026-06-30
LVW Advisors, LLC 84,234 $491,085 ▲ +48,263 0.04% 2026-06-30
Tranquilli Financial Advisor LLC 83,749 $488,257 ▲ +3,588 0.26% 2026-06-30
IMC-Chicago, LLC 83,300 $485,639 ▼ -37,903 0.00% 2026-06-30
Independent Advisor Alliance 82,442 $480,638 ▼ -4,912 0.01% 2026-06-30
BANK OF NOVA SCOTIA 81,665 $480,231 Unchanged 0.00% 2026-06-30
Bleakley Financial Group, LLC 81,162 $473,172 ▲ +40,857 0.01% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 80,177 $467,432 ▼ -21,986 0.00% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 79,810 $465,294 ▼ -30,976 0.00% 2026-06-30
Campbell & CO Investment Adviser LLC 78,133 $455,515 ▲ +24,252 0.02% 2026-06-30
TRANSCEND CAPITAL ADVISORS, LLC 77,863 $453,941 ▲ +260 0.03% 2026-06-30
Steward Partners Investment Advisory, LLC 73,869 $430,656 ▲ +52,159 0.00% 2026-06-30
WILLIAM JOHN SEMPOLINSKI 73,020 $425,707 ▼ -13,212 0.17% 2026-06-30
Aegis Wealth Management LLC 70,528 $411,178 ▲ +3,996 0.19% 2026-06-30
SAGESPRING WEALTH PARTNERS, LLC 68,395 $398,743 ▲ +3,623 0.01% 2026-06-30
SmartHarvest Portfolios, LLC 67,195 $391,747 ▲ +3,039 0.13% 2026-06-30
Advisory Services Network, LLC 66,855 $389,765 ▼ -2,486 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 66,821 $389,568 ▼ -42,443 0.01% 2026-06-30
Frec Markets, Inc. 66,416 $387,205 ▲ +4,960 0.03% 2026-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 66,229 $386,115 Unchanged 0.00% 2026-06-30
Merit Financial Group, LLC 66,123 $385,495 ▲ +11,900 0.00% 2026-06-30
Foundations Investment Advisors, LLC 64,717 $377,300 ▼ -2,225 0.00% 2026-06-30
Ascent Group, LLC 63,998 $373,105 ▲ +7,021 0.01% 2026-06-30
PDS Planning, Inc 62,979 $367,168 ▼ -92 0.02% 2026-06-30
Alliance Wealth Advisors, LLC 62,830 $366,299 ▼ -1,155 0.12% 2026-06-30
Frank, Rimerman Advisors LLC 62,569 $364,777 ▲ +3,704 0.02% 2026-06-30
Greenspring Advisors, LLC 61,884 $360,784 ▲ +2,738 0.02% 2026-06-30
Van Diest Capital, LLC 61,605 $359,156 ▼ -64,779 0.32% 2026-06-30
WINTON GROUP Ltd 60,400 $352,132 ▼ -35,500 0.01% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 60,114 $350,465 ▲ +638 0.03% 2026-06-30
Quantum Portfolio Management LLC 59,407 $346,342 ▼ -2,872 0.12% 2026-06-30
BSW Wealth Partners 59,279 $345,596 ▼ -31,184 0.04% 2026-06-30
Larry Mathis Financial Planning, LLC 58,725 $342,367 New position 0.26% 2026-06-30
STATE STREET CORP 58,364 $340,262 ▼ -50 0.00% 2026-06-30
Mattson Financial Services, LLC 56,375 $339,941 ▲ +823 0.07% 2026-06-30
Lido Advisors, LLC 58,020 $338,257 ▼ -8,553 0.00% 2026-06-30
Cape Investment Advisory, Inc. 57,334 $334,257 ▼ -1,854 0.09% 2026-06-30
Indivisible Partners 57,308 $334,104 ▲ +8,319 0.02% 2026-06-30
Allworth Financial LP 56,341 $328,470 ▼ -938 0.00% 2026-06-30
Kestra Advisory Services, LLC 55,947 $326,174 ▲ +28,915 0.00% 2026-06-30
ANCHYRA PARTNERS LLC 55,091 $321,181 ▲ +209 0.08% 2026-06-30
Portside Wealth Group, LLC 54,931 $320,246 ▲ +15,225 0.04% 2026-06-30
Five Oceans Advisors 54,791 $319,432 Unchanged 0.10% 2026-06-30
XPONANCE LLC 54,428 $317,317 ▲ +28,122 0.00% 2026-06-30
Envestnet Portfolio Solutions, Inc. 53,421 $311,444 ▲ +4,424 0.00% 2026-06-30
HUB Investment Partners, LLC 53,086 $309,491 ▲ +12,948 0.01% 2026-06-30
Traub Capital Management LLC 53,050 $309,282 Unchanged 0.28% 2026-06-30
Brown Financial Advisors 51,604 $300,851 ▼ -397 0.11% 2026-06-30
71 West Capital Partners 51,467 $300,053 ▲ +31,668 0.01% 2026-06-30
Concurrent Investment Advisors, LLC 50,977 $297,197 ▲ +667 0.00% 2026-06-30
Keebeck Wealth Management 50,629 $295,167 ▲ +23,242 0.03% 2026-06-30
D.A. DAVIDSON & CO. 50,123 $292,217 Unchanged 0.00% 2026-06-30
one8zero8, LLC 50,000 $291,500 Unchanged 0.06% 2026-06-30
DRIVE WEALTH MANAGEMENT, LLC 49,961 $291,273 ▲ +2,429 0.05% 2026-06-30
BRIGHTON JONES LLC 49,887 $290,841 ▲ +6,507 0.01% 2026-06-30
SAGE RHINO CAPITAL LLC 49,529 $288,754 ▲ +1,287 0.05% 2026-06-30
Walleye Capital LLC 49,000 $285,670 ▲ +5,387 0.00% 2026-06-30
Pinnacle Financial Partners, Inc. 48,639 $283,565 ▼ -4,930 0.00% 2026-06-30
Checchi Capital Advisers, LLC 48,429 $282,341 ▲ +114 0.01% 2026-06-30
Parallax Volatility Advisers, L.P. 47,500 $276,925 Unchanged 0.00% 2026-06-30
Clearstead Advisors, LLC 47,258 $275,514 ▼ -47,258 0.00% 2026-06-30
Perigon Wealth Management, LLC 47,158 $274,931 ▲ +1,014 0.00% 2026-06-30
West Family Investments, Inc. 46,798 $272,832 ▲ +1,417 0.08% 2026-06-30
CreativeOne Wealth, LLC 46,210 $269,405 ▲ +3,913 0.01% 2026-06-30
Focus Partners Advisor Solutions, LLC 46,100 $268,735 ▼ -471 0.00% 2026-06-30
JACKSON THORNTON WEALTH MANAGEMENT, LLC 45,563 $265,632 ▲ +8,598 0.02% 2026-06-30
Purkiss Capital Advisors LLC 45,456 $265,008 ▲ +6,196 0.10% 2026-06-30
MAI Capital Management 44,089 $257,036 ▲ +28,263 0.00% 2026-06-30
Prime Capital Investment Advisors, LLC 43,390 $252,964 ▼ -189 0.00% 2026-06-30
World Investment Advisors 49,466 $250,768 ▲ +411 0.00% 2026-06-30
IFP Advisors, Inc 42,429 $247,361 ▼ -333 0.00% 2026-06-30
CHICAGO TRUST Co NA 42,000 $244,860 Unchanged 0.04% 2026-06-30
Cromwell Holdings LLC 41,924 $244,417 Unchanged 0.11% 2026-06-30
ANGELES WEALTH MANAGEMENT, LLC 41,818 $243,799 ▲ +2,031 0.01% 2026-06-30
Quantinno Capital Management LP 40,814 $237,948 ▲ +24,886 0.00% 2026-06-30
AXXCESS WEALTH MANAGEMENT, LLC 40,065 $233,579 New position 0.00% 2026-06-30
RIVERSEDGE ADVISORS, LLC 39,409 $229,754 ▲ +9,964 0.03% 2026-06-30
Aspen Grove Capital, LLC 39,360 $229,474 ▼ -642 0.03% 2026-06-30
Fielder Capital Group LLC 38,446 $224,142 ▼ -8,297 0.05% 2026-06-30
Cooper Financial Group 38,086 $222,043 ▲ +13,709 0.02% 2026-06-30
EVOLVE PRIVATE WEALTH, LLC 37,874 $220,807 ▼ -10,401 0.01% 2026-06-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 37,676 $219,652 ▲ +5,042 0.00% 2026-06-30
Continuum Advisory, LLC 37,450 $218,334 ▲ +10,014 0.02% 2026-06-30
Warren Street Wealth Advisors, LLC 37,283 $217,360 ▲ +18,106 0.05% 2026-06-30
GTS SECURITIES LLC 36,498 $212,783 ▲ +3,657 0.00% 2026-06-30
OLD NATIONAL BANCORP /IN/ 35,947 $209,571 New position 0.00% 2026-06-30
YOUSIF CAPITAL MANAGEMENT, LLC 35,313 $205,875 ▼ -93,060 0.00% 2026-06-30
Walleye Trading LLC 35,100 $204,633 ▼ -177,200 0.00% 2026-06-30
Prosperity Consulting Group, LLC 33,827 $197,211 ▲ +5,627 0.01% 2026-06-30
NewEdge Advisors, LLC 33,749 $196,756 ▲ +4,752 0.00% 2026-06-30
OneAscent Investment Solutions LLC 33,695 $196,442 New position 0.19% 2026-06-30
Savvy Advisors, Inc. 33,024 $192,530 ▲ +1,705 0.00% 2026-06-30
FIFTH THIRD BANCORP 32,573 $189,901 ▲ +217 0.00% 2026-06-30
Summit Financial, LLC 32,535 $189,681 ▲ +1,040 0.00% 2026-06-30
Optas, LLC 32,412 $188,963 Unchanged 0.03% 2026-06-30
Granite Group Advisors, LLC 32,018 $186,665 Unchanged 0.11% 2026-06-30
Pure Financial Advisors, LLC 31,645 $184,490 ▲ +11,349 0.00% 2026-06-30
Platform Technology Partners 31,345 $182,741 ▼ -2,144 0.03% 2026-06-30
HSBC HOLDINGS PLC 31,168 $181,709 ▲ +3,827 0.00% 2026-06-30
EP Wealth Advisors, LLC 30,696 $178,956 ▲ +5,600 0.00% 2026-06-30
Permanens Capital L.P. 29,174 $170,084 New position 0.02% 2026-06-30
Wedmont Private Capital 27,983 $167,899 ▼ -5,422 0.00% 2026-06-30
Jump Financial, LLC 28,622 $166,866 New position 0.00% 2026-06-30
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 28,491 $166,103 ▲ +2,973 0.13% 2026-06-30
SPWM Advisors LLC 27,251 $162,415 ▼ -4,223 0.15% 2026-06-30
Keel Point, LLC 27,820 $162,191 ▲ +358 0.01% 2026-06-30
Prospera Financial Services Inc 27,768 $161,888 ▼ -148,624 0.00% 2026-06-30
GUGGENHEIM CAPITAL LLC 27,680 $161,374 ▼ -179 0.00% 2026-06-30
OPPENHEIMER & CO INC 26,997 $157,393 ▲ +2,439 0.00% 2026-06-30
Arkadios Wealth Advisors 26,958 $157,165 ▲ +8,198 0.00% 2026-06-30
Stronghold Wealth Management L.L.C. 26,618 $155,183 ▼ -157 0.21% 2026-06-30
Traveka Wealth, LLC 26,401 $153,918 Unchanged 0.05% 2026-06-30
Ariadne Wealth Management, LP 26,381 $153,801 Unchanged 0.07% 2026-06-30
Meriwether Wealth & Planning, LLC 26,246 $153,014 ▲ +2 0.08% 2026-06-30
Lifeworks Advisors, LLC 26,226 $152,900 ▲ +1,360 0.02% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 26,145 $152,425 ▲ +9,734 0.00% 2026-06-30
Avior Wealth Management, LLC 26,128 $152,326 ▲ +11,455 0.00% 2026-06-30
Private Advisor Group, LLC 25,967 $151,386 ▼ -233,211 0.00% 2026-06-30
New Republic Capital, LLC 25,826 $150,566 ▲ +254 0.03% 2026-06-30
Integrity Financial Corp /WA 25,696 $149,808 Unchanged 0.07% 2026-06-30
ProVise Management Group, LLC 25,411 $148,146 ▲ +131 0.01% 2026-06-30
V-Square Quantitative Management LLC 25,152 $146,636 ▲ +2,624 0.01% 2026-06-30
Pallas Capital Advisors LLC 24,992 $145,703 New position 0.00% 2026-06-30
Cardinal Point Capital Management ULC 24,987 $145,676 New position 0.01% 2026-06-30
Retirement Planning Co of New England, Inc. 24,880 $145,052 ▼ -338 0.05% 2026-06-30
Crumly & Associates Inc. 24,754 $144,316 ▼ -650 0.03% 2026-06-30
TOWNSQUARE CAPITAL LLC 24,624 $143,558 ▲ +1,195 0.03% 2026-06-30
TORONTO DOMINION BANK 24,605 $143,000 ▼ -8,450 0.00% 2026-06-30
KEYNOTE FINANCIAL SERVICES LLC 24,400 $142,252 Unchanged 0.07% 2026-06-30
American Trust 24,310 $141,727 ▼ -1,515 0.01% 2026-06-30
Paladin Wealth, LLC 23,982 $139,815 ▲ +3,370 0.08% 2026-06-30
SYM FINANCIAL Corp 23,958 $139,675 ▲ +7,164 0.01% 2026-06-30
Dynamic Technology Lab Private Ltd 23,718 $138,000 New position 0.03% 2026-06-30
PFG Advisors 23,670 $137,996 ▼ -94 0.01% 2026-06-30
Livet Wealth, LLC 23,419 $136,533 ▼ -1,512 0.08% 2026-06-30
CFO4Life Group, LLC 23,313 $135,915 ▲ +485 0.02% 2026-06-30
CPA Asset Management Group, LLC 23,185 $135,169 Unchanged 0.04% 2026-06-30
Choate Investment Advisors 23,163 $135,040 Unchanged 0.00% 2026-06-30
BALDWIN WEALTH PARTNERS LLC/MA 22,970 $133,915 ▼ -1,104 0.01% 2026-06-30
Flatrock Wealth Partners LLC 22,399 $130,588 ▼ -2,064 0.05% 2026-06-30
Ausdal Financial Partners, Inc. 22,233 $129,618 ▼ -13,255 0.01% 2026-06-30
R Squared Ltd 22,156 $129,170 New position 0.07% 2026-06-30
Diversify Advisory Services, LLC 21,049 $129,031 New position 0.00% 2026-06-30
DIVERSIFY WEALTH MANAGEMENT, LLC 21,049 $129,031 New position 0.00% 2026-06-30
55 North Private Wealth, LLC 22,007 $128,303 ▼ -2,791 0.03% 2026-06-30
Curated Wealth Partners LLC 21,353 $124,488 Unchanged 0.01% 2026-06-30
Virtue Capital Management, LLC 21,289 $124,115 New position 0.02% 2026-06-30
Brio Consultants, LLC 21,157 $123,345 ▲ +2,509 0.01% 2026-06-30
Impact Capital Partners LLC 21,142 $123,258 ▲ +938 0.03% 2026-06-30
Breakwater Capital Group 21,006 $122,465 Unchanged 0.01% 2026-06-30
D'Orazio & Associates, Inc. 20,846 $121,533 ▼ -344 0.01% 2026-06-30
SCOTIA CAPITAL INC. 20,683 $120,590 ▼ -154 0.00% 2026-06-30
MISSION WEALTH MANAGEMENT, LP 20,584 $120,008 New position 0.00% 2026-06-30
SILVER OAK SECURITIES, INCORPORATED 20,276 $118,209 ▲ +1,785 0.01% 2026-06-30
Beacon Pointe Advisors, LLC 20,253 $118,075 ▼ -55,370 0.00% 2026-06-30
Unique Wealth Strategies, LLC 20,097 $117,166 ▼ -174 0.04% 2026-06-30
Aptus Capital Advisors, LLC 19,959 $116,361 ▲ +2,184 0.00% 2026-06-30
Centurion Wealth Management LLC 19,892 $115,973 ▼ -1,652 0.03% 2026-06-30
Berger Financial Group, Inc 19,821 $115,557 ▲ +274 0.01% 2026-06-30
WEALTH ALLIANCE, LLC 19,483 $113,586 ▼ -575 0.01% 2026-06-30
Iron Gate Global Advisors LLC 19,336 $112,729 Unchanged 0.01% 2026-06-30
Bruce G. Allen Investments, LLC 19,264 $112,309 ▼ -87 0.07% 2026-06-30
ROTHSCHILD INVESTMENT LLC 19,190 $111,876 ▲ +2,703 0.00% 2026-06-30
SteelPeak Wealth, LLC 18,859 $109,947 ▲ +443 0.00% 2026-06-30
AlphaCore Capital LLC 18,405 $107,301 New position 0.00% 2026-06-30
FIDUCIARY FINANCIAL GROUP, LLC 18,028 $105,103 ▲ +1,891 0.01% 2026-06-30
LAZARI CAPITAL MANAGEMENT, INC. 17,949 $104,643 Unchanged 0.03% 2026-06-30
XXI WEALTH, LLC 17,538 $102,247 ▲ +6,066 0.05% 2026-06-30
Baron Wealth Management LLC 17,301 $100,865 ▲ +6,724 0.03% 2026-06-30
Crestwood Advisors Group, LLC 17,283 $100,761 ▲ +2,632 0.00% 2026-06-30
SEVEN MILE ADVISORY 17,218 $100,381 ▲ +241 0.07% 2026-06-30
Stonebrook Private Inc. 16,876 $98,387 ▲ +4,230 0.02% 2026-06-30
Providence First Trust Co 16,770 $97,769 New position 0.03% 2026-06-30
Capital Asset Advisory Services LLC 16,336 $95,239 ▲ +427 0.00% 2026-06-30
RMR Wealth Builders 16,258 $94,785 ▲ +195 0.01% 2026-06-30
Caitong International Asset Management Co., Ltd 16,197 $94,429 ▲ +16,073 0.01% 2026-06-30
Intergy Private Wealth, LLC 16,165 $94,242 ▲ +28 0.02% 2026-06-30
Facet Wealth, Inc. 16,021 $93,402 New position 0.00% 2026-06-30
VestGen Advisors, LLC 15,920 $92,815 ▲ +5,398 0.00% 2026-06-30
Gateway Wealth Partners, LLC 15,785 $92,026 ▼ -17,452 0.01% 2026-06-30
SBI Securities Co., Ltd. 15,599 $90,942 ▼ -323 0.00% 2026-06-30
Aureus Asset Management, LLC 15,552 $90,668 ▼ -634 0.01% 2026-06-30
J.W. COLE ADVISORS, INC. 15,442 $90,027 New position 0.00% 2026-06-30
Resonant Capital Advisors, LLC 15,323 $89,333 ▲ +193 0.00% 2026-06-30
Baird Financial Group, Inc. 15,316 $89,292 ▼ -2,032 0.00% 2026-06-30
Rothschild Wealth LLC 15,306 $89,234 ▲ +2,235 0.01% 2026-06-30
Federation des caisses Desjardins du Quebec 15,269 $89,019 ▼ -2,200 0.00% 2026-06-30
August Group Capital Ltd 15,158 $88,365 ▲ +734 0.10% 2026-06-30
Rehmann Capital Advisory Group 15,099 $88,030 ▲ +1,183 0.00% 2026-06-30
BLVD Private Wealth, LLC 14,879 $86,745 New position 0.06% 2026-06-30
First Command Advisory Services, Inc. 14,837 $86,500 ▲ +14,801 0.00% 2026-06-30
Waverly Advisors, LLC 14,833 $86,479 ▲ +2,410 0.00% 2026-06-30
Robertson Stephens Wealth Management, LLC 14,735 $85,903 ▲ +455 0.00% 2026-06-30
AE Wealth Management LLC 14,641 $85,355 New position 0.00% 2026-06-30
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14,596 $85,095 New position 0.01% 2026-06-30
Hilton Head Capital Partners, LLC 14,521 $84,660 ▼ -38,104 0.04% 2026-06-30
MOODY NATIONAL BANK TRUST DIVISION 14,405 $83,981 Unchanged 0.01% 2026-06-30
CERTUITY, LLC 14,287 $83,293 Unchanged 0.00% 2026-06-30
Dynamic Advisor Solutions LLC 14,256 $83,112 ▲ +3,835 0.00% 2026-06-30
Opal Wealth Advisors, LLC 14,139 $82,431 ▼ -413 0.02% 2026-06-30
ASPIRIANT, LLC 14,070 $82,029 New position 0.00% 2026-06-30
ZACKS INVESTMENT MANAGEMENT 14,027 $81,779 ▲ +640 0.00% 2026-06-30
HBK Sorce Advisory LLC 13,054 $81,588 ▲ +413 0.00% 2026-06-30
RFG Advisory, LLC 13,981 $81,512 New position 0.00% 2026-06-30
Octavia Wealth Advisors, LLC 13,973 $81,463 ▼ -505 0.01% 2026-06-30
Atlas Legacy Advisors, LLC 14,074 $81,030 New position 0.01% 2026-06-30
Impact Investors, Inc 13,770 $80,279 New position 0.06% 2026-06-30
INSIGNEO ADVISORY SERVICES, LLC 13,716 $79,964 ▼ -1,483 0.00% 2026-06-30
HARBOUR INVESTMENTS, INC. 13,706 $79,906 ▲ +500 0.00% 2026-06-30
KINTRA WEALTH, LLC 12,821 $79,491 ▼ -854 0.00% 2026-06-30
Legacy Wealth Advisors, LLC 13,569 $79,108 New position 0.03% 2026-06-30
James Hambro & Partners LLP 13,473 $78,614 Unchanged 0.00% 2026-06-30
Clark Capital Management Group, Inc. 13,356 $77,863 ▼ -1,248 0.00% 2026-06-30
Vann Equity Management LLC 13,290 $77,483 ▲ +296 0.05% 2026-06-30
Klingman & Associates, LLC 13,281 $77,429 ▲ +1,949 0.00% 2026-06-30
Sowell Financial Services LLC 13,278 $77,408 ▲ +679 0.00% 2026-06-30
Great Diamond Partners, LLC 13,041 $76,029 Unchanged 0.01% 2026-06-30
Morningstar Investment Management LLC 15,050 $75,702 Unchanged 0.00% 2026-06-30
Investment Research Partners LLC 12,961 $75,563 New position 0.03% 2026-06-30
Avail Investment Partners, LLC 12,961 $75,563 New position 0.06% 2026-06-30
Avidian Wealth Enterprises, LLC 12,960 $75,556 New position 0.00% 2026-06-30
Modern Wealth Management, LLC 12,927 $75,365 New position 0.00% 2026-06-30
Legacy Advisors, LLC 12,874 $75,054 New position 0.01% 2026-06-30
PFG Investments, LLC 12,603 $73,474 ▲ +290 0.00% 2026-06-30
Root Financial Partners, LLC 12,518 $72,980 ▼ -645 0.00% 2026-06-30
First Pacific Financial 12,451 $72,590 ▲ +294 0.01% 2026-06-30
NICOLET BANKSHARES INC 11,759 $72,553 Unchanged 0.00% 2026-06-30
Foster Group, Inc. 12,376 $72,152 Unchanged 0.00% 2026-06-30
SageView Advisory Group, LLC 12,144 $70,801 ▲ +188 0.00% 2026-06-30
Aletheian Wealth Advisors LLC 12,114 $70,625 New position 0.03% 2026-06-30
Diversified Enterprises, LLC 11,992 $69,913 ▼ -324 0.00% 2026-06-30
B. Riley Wealth Advisors, Inc. 12,135 $69,777 New position 0.00% 2026-06-30
Quotient Wealth Partners, LLC 11,793 $68,751 New position 0.00% 2026-06-30
Everhart Financial Group, Inc. 11,499 $67,039 ▲ +434 0.00% 2026-06-30
GC Wealth Management RIA, LLC 11,220 $65,413 New position 0.00% 2026-06-30
Epoch Investment Partners, Inc. 11,168 $65,109 ▼ -13,526 0.00% 2026-06-30
Viaable, LLC 11,002 $64,912 New position 0.05% 2026-06-30
Gotham Asset Management, LLC 11,118 $64,818 Unchanged 0.00% 2026-06-30
OpenArc Corporate Advisory, LLC 10,956 $63,873 ▲ +717 0.00% 2026-06-30
Advisor OS, LLC 10,953 $63,856 ▼ -2,017 0.00% 2026-06-30
Cypress Capital Group 10,930 $63,722 New position 0.01% 2026-06-30
Holistic Financial Partners 10,874 $63,396 Unchanged 0.04% 2026-06-30
Triad Wealth Partners, LLC 10,097 $63,209 New position 0.00% 2026-06-30
Owl Creek Wealth Partners LLC 10,807 $63,005 Unchanged 0.02% 2026-06-30
Uniting Wealth Partners, LLC 10,759 $62,725 New position 0.01% 2026-06-30
CHERRYDALE WEALTH MANAGEMENT, LLC 10,694 $62,346 Unchanged 0.02% 2026-06-30
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,663 $62,166 ▲ +567 0.00% 2026-06-30
Hoxton Planning & Management, LLC 10,657 $62,130 Unchanged 0.02% 2026-06-30
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 10,282 $59,944 New position 0.01% 2026-06-30
Koss-Olinger Consulting, LLC 10,227 $59,621 ▼ -218,556 0.00% 2026-06-30
Hexagon Capital Partners LLC 10,217 $59,565 New position 0.01% 2026-06-30
Soltis Investment Advisors LLC 10,189 $59,405 ▲ +113 0.00% 2026-06-30
Elwood & Goetz Wealth Advisory Group, LLC 10,143 $59,134 New position 0.01% 2026-06-30
Carter Financial Group, INC. 10,013 $58,376 ▼ -15,031 0.03% 2026-06-30
Enterprise Financial Services Corp 10,009 $58,351 Unchanged 0.02% 2026-06-30
Shepherd Financial Partners LLC 10,000 $58,300 Unchanged 0.00% 2026-06-30
Beaird Harris Wealth Management, LLC 9,886 $57,637 Unchanged 0.00% 2026-06-30
True Wealth Design, LLC 9,478 $55,257 Unchanged 0.01% 2026-06-30
MATHER GROUP, LLC. 8,512 $49,624 ▲ +2,612 0.00% 2026-06-30
Manchester Capital Management LLC 8,163 $47,591 Unchanged 0.01% 2026-06-30
Concord Wealth Partners 7,176 $41,836 New position 0.00% 2026-06-30
HM PAYSON & CO 7,150 $41,685 Unchanged 0.00% 2026-06-30
SALEM INVESTMENT COUNSELORS INC 7,000 $40,810 Unchanged 0.00% 2026-06-30
Larson Financial Group LLC 6,949 $40,511 ▲ +344 0.00% 2026-06-30
SJS Investment Consulting Inc. 5,801 $33,821 ▲ +3,699 0.00% 2026-06-30
Cornerstone Planning Group LLC 5,203 $31,894 ▲ +66 0.00% 2026-06-30
Addison Advisors LLC 4,821 $28,107 ▼ -30,609 0.01% 2026-06-30
HRT FINANCIAL LP 4,452,905 $25,960 New position 0.05% 2026-06-30
JFS WEALTH ADVISORS, LLC 4,209 $24,539 Unchanged 0.00% 2026-06-30
Fairscale Capital, LLC 3,976 $23,180 Unchanged 0.01% 2026-06-30
Acumen Wealth Advisors, LLC 3,883 $22,638 Unchanged 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 3,768 $21,968 New position 0.01% 2026-06-30
Elequin Capital, LP 3,570 $20,813 New position 0.00% 2026-06-30
ST GERMAIN D J CO INC 3,531 $20,586 New position 0.00% 2026-06-30
SHP Wealth Management 3,382 $19,717 ▲ +3 0.00% 2026-06-30
Bare Financial Services, Inc 3,134 $18,272 ▲ +1,611 0.00% 2026-06-30
Princeton Global Asset Management LLC 3,000 $17,490 Unchanged 0.00% 2026-06-30
Harbor Asset Planning, Inc. 2,940 $17,140 Unchanged 0.01% 2026-06-30
UMB Bank, n.a. 2,804 $16,347 Unchanged 0.00% 2026-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 2,786 $16,242 Unchanged 0.00% 2026-06-30
Glen Eagle Advisors, LLC 2,681 $15,630 ▲ +581 0.00% 2026-06-30
NATIXIS ADVISORS, LLC 2,630,122 $15,333 ▲ +102,288 0.02% 2026-06-30
Essential Partners LLC 2,579 $15,036 Unchanged 0.01% 2026-06-30
RAFFA WEALTH MANAGEMENT, LLC 2,537 $14,791 ▲ +196 0.00% 2026-06-30
Bell Investment Advisors, Inc 2,461 $14,348 ▲ +213 0.00% 2026-06-30
Financial Network Wealth Advisors LLC 2,196 $12,803 ▲ +1,454 0.01% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 2,047 $11,934 ▲ +655 0.00% 2026-06-30
Planning Strategies Inc. 2,045 $11,922 New position 0.01% 2026-06-30
JDM Financial Group LLC 2,017 $11,759 Unchanged 0.00% 2026-06-30
Retirement Wealth Solutions LLC 1,939 $11,305 ▲ +48 0.01% 2026-06-30
Signature Equity Partners, LLC 1,770 $10,319 ▲ +285 0.00% 2026-06-30
LANARK FINANCIAL, INC. 1,738 $10,138 ▼ -50 0.00% 2026-06-30
FINANCIAL CONSULATE, INC 1,606 $9,363 ▲ +862 0.00% 2026-06-30
BOK Financial Private Wealth, Inc. 1,597 $9,311 New position 0.00% 2026-06-30
Cornerstone Financial Management LLC 1,544 $9,002 ▲ +795 0.01% 2026-06-30
PROFFITT & GOODSON INC 1,539 $8,973 Unchanged 0.00% 2026-06-30
HHM Wealth Advisors, LLC 1,498 $8,734 New position 0.00% 2026-06-30
BI Asset Management Fondsmaeglerselskab A/S 1,419,244 $8,274 New position 0.07% 2026-06-30
HUNTINGTON NATIONAL BANK 1,409 $8,214 ▼ -490 0.00% 2026-06-30
Kilter Group LLC 1,375 $8,017 ▲ +863 0.00% 2026-06-30
HIGHLINE WEALTH PARTNERS LLC 1,326 $7,731 ▼ -80 0.00% 2026-06-30
New England Capital Financial Advisors LLC 1,319 $7,690 Unchanged 0.00% 2026-06-30
Fortitude Family Office, LLC 1,279 $7,457 Unchanged 0.00% 2026-06-30
IMA Advisory Services, Inc. 1,242 $7,241 ▲ +432 0.00% 2026-06-30
Wilmington Savings Fund Society, FSB 1,184 $6,903 Unchanged 0.00% 2026-06-30
Principia Wealth Advisory, LLC 1,158 $6,751 ▲ +252 0.00% 2026-06-30
Turim 21 Investimentos Ltda. 1,064 $6,203 Unchanged 0.00% 2026-06-30
WealthCollab, LLC 1,046 $6,099 Unchanged 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 1,012 $5,899 ▲ +631 0.00% 2026-06-30
Hilltop National Bank 1,000 $5,830 Unchanged 0.00% 2026-06-30
Kozak & Associates, Inc. 951 $5,611 Unchanged 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 832 $4,851 New position 0.00% 2026-06-30
Nova Wealth Management, Inc. 826 $4,816 New position 0.00% 2026-06-30
Nemes Rush Group LLC 812 $4,734 Unchanged 0.00% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 0 $0 Sold out 2026-06-30
SIH Partners, LLLP 0 $0 Sold out 2026-06-30
Havemeyer Place LP 0 $0 Sold out 2026-06-30
BARCLAYS PLC 0 $0 Sold out 2026-06-30
Headlands Technologies LLC 0 $0 Sold out 2026-06-30
Voleon Capital Management LP 0 $0 Sold out 2026-06-30
Blueshift Asset Management, LLC 0 $0 Sold out 2026-06-30
TD PRIVATE CLIENT WEALTH LLC 0 $0 Sold out 2026-06-30
Arlington Capital Management, Inc. 0 $0 Sold out 2026-06-30
Beverly Hills Private Wealth, LLC 0 $0 Sold out 2026-06-30
EntryPoint Capital, LLC 0 $0 Sold out 2026-06-30
CacheTech Inc. 0 $0 Sold out 2026-06-30
CHASE INVESTMENT COUNSEL CORP 0 $0 Sold out 2026-06-30
Aigen Investment Management, LP 0 $0 Sold out 2026-06-30
EVOKE WEALTH, LLC 0 $0 Sold out 2026-06-30
Virtu Financial LLC 0 $0 Sold out 2026-06-30
Quintet Private Bank (Europe) S.A. 0 $0 Sold out 2026-06-30
Sage Investment Counsel LLC 0 $0 Sold out 2026-06-30
EARNED WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
Olde Wealth Management, LLC 0 $0 Sold out 2026-06-30
Destiny Wealth Partners, LLC 0 $0 Sold out 2026-06-30
PharVision Advisers, LLC 0 $0 Sold out 2026-06-30
Cloud Capital Management, LLC 0 $0 Sold out 2026-06-30
Simplicity Wealth,LLC 0 $0 Sold out 2026-06-30
Cresset Asset Management, LLC 0 $0 Sold out 2026-06-30
BROWN ADVISORY INC 0 $0 Sold out 2026-06-30
LEGACY FINANCIAL GROUP, INC. 0 $0 Sold out 2026-06-30
Tanager Wealth Management LLP 0 $0 Sold out 2026-06-30
DV EQUITIES, LLC 0 $0 Sold out 2026-06-30
CRUX WEALTH ADVISORS 0 $0 Sold out 2026-06-30
DIVERSIFIED MANAGEMENT INC 0 $0 Sold out 2026-06-30
Legacy Capital Wealth Partners, LLC 0 $0 Sold out 2026-06-30
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30
Annis Gardner Whiting Capital Advisors, LLC 0 $0 Sold out 2026-06-30
Intentional Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
Financial Freedom, LLC 0 $0 Sold out 2026-06-30
Truvestments Capital LLC 0 $0 Sold out 2026-06-30
True Link Financial Advisors, LLC 0 $0 Sold out 2026-06-30
Innovative Asset Advisors Group, LLC 0 $0 Sold out 2026-06-30
Napier Financial, LLC 0 $0 Sold out 2026-06-30
Raleigh Capital Management Inc. 0 $0 Sold out 2026-06-30
Frazier Financial Advisors, LLC 0 $0 Sold out 2026-06-30
Key Capital Management, INC 0 $0 Sold out 2026-06-30
Godfrey Financial Associates, Inc. 0 $0 Sold out 2026-06-30
TOTH FINANCIAL ADVISORY CORP 0 $0 Sold out 2026-06-30
Murphy & Mullick Capital Management Corp 0 $0 Sold out 2026-06-30
NOMURA ASSET MANAGEMENT CO LTD 0 $0 Sold out 0.00% 2026-06-30