← All institutions
Institutional Holdings
NMAXOwnership Summary
Institutions Holding
255
Total Shares Held
38,290,148
Total Value Held
$124,603,542
Quarter
2026-06-30
Active Positions
Increased Positions
66
9,979,359 shares
Decreased Positions
34
1,461,215 shares
Held Positions
87
23,194,755 shares
New Positions
44
3,654,819 shares
Sold Out Positions
24
242,347 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,820,412 | $23,353,010 | ▲ +290,463 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,464,021 | $12,122,094 | New position | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 1,342,361 | $11,114,749 | ▲ +910,270 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 775,355 | $6,419,939 | ▲ +97,064 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 640,104 | $5,300,060 | ▲ +53,165 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 629,665 | $5,213,626 | ▲ +455,800 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 576,633 | $4,774,521 | ▲ +290,680 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 549,227 | $4,547,600 | ▼ -449,339 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 487,692 | $4,038,090 | New position | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 369,424 | $3,058,831 | ▲ +188,139 | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 306,914 | $2,541,248 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 286,320 | $2,370,729 | ▲ +34,718 | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 234,713 | $1,943,423 | ▲ +175,052 | 0.00% | 2026-06-30 |
| Point72 Asset Management, L.P. | 205,413 | $1,700,820 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 182,219 | $1,508,774 | ▲ +59,548 | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 179,276 | $1,484,405 | ▲ +109,604 | 0.01% | 2026-06-30 |
| LPL Financial LLC | 176,163 | $1,458,632 | ▼ -76,546 | 0.00% | 2026-06-30 |
| Denver PWM, LLC | 107,741 | $1,171,145 | Unchanged | 0.38% | 2026-06-30 |
| Creative Planning | 136,696 | $1,131,843 | ▲ +41,148 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 129,892 | $1,075,506 | ▲ +60,337 | 0.01% | 2026-06-30 |
| IMC-Chicago, LLC | 126,216 | $1,045,068 | ▼ -11,327 | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 123,456 | $1,022,216 | ▲ +11,935 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 107,103 | $886,813 | ▲ +9,087 | 0.00% | 2026-06-30 |
| UBS Group AG | 107,070 | $886,539 | ▼ -1,807 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 104,526 | $865,452 | ▲ +3,615 | 0.00% | 2026-06-30 |
| Trexquant Investment LP | 101,702 | $842,093 | New position | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 98,354 | $814,369 | ▼ -12,421 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 87,132 | $721,453 | New position | 0.00% | 2026-06-30 |
| Swiss National Bank | 85,700 | $709,596 | New position | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 82,804 | $685,618 | ▲ +58,923 | 0.00% | 2026-06-30 |
| Mariner, LLC | 78,939 | $653,587 | ▲ +40,083 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 75,419 | $624,469 | ▲ +6,318 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 73,350 | $607,338 | ▼ -14,787 | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73,779 | $607,205 | ▲ +25,919 | 0.00% | 2026-06-30 |
| Centiva Capital, LP | 67,513 | $559,008 | ▲ +23,972 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 62,142 | $514,536 | ▲ +40,050 | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 58,352 | $483,155 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 55,322 | $458,066 | ▲ +26,779 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 52,792 | $437,108 | ▲ +19,024 | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 51,373 | $425,368 | ▲ +19,294 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 50,170 | $415,407 | ▲ +10,507 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 49,650 | $411,102 | ▼ -12,603 | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 47,096 | $389,950 | ▲ +6,351 | 0.00% | 2026-06-30 |
| MIRABELLA FINANCIAL SERVICES LLP | 46,566 | $385,566 | New position | 0.04% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 46,184 | $382,404 | ▲ +43,613 | 0.00% | 2026-06-30 |
| Kestra Advisory Services, LLC | 45,420 | $376,078 | ▲ +3,673 | 0.00% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 71,400 | $372,708 | ▲ +35,400 | 0.00% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 43,289 | $358,433 | ▲ +10,478 | 0.00% | 2026-06-30 |
| KIECKHEFER GROUP LLC | 42,500 | $351,900 | New position | 0.14% | 2026-06-30 |
| Walleye Capital LLC | 39,201 | $324,584 | New position | 0.00% | 2026-06-30 |
| Jain Global LLC | 36,025 | $298,287 | New position | 0.00% | 2026-06-30 |
| Integrity Advisory Solutions, LLC | 35,860 | $296,921 | New position | 0.03% | 2026-06-30 |
| Cetera Investment Advisers | 31,721 | $262,650 | ▼ -3,581 | 0.00% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 30,458 | $252,192 | New position | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 28,408 | $235,077 | ▲ +24,157 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 28,121 | $232,841 | ▲ +18,254 | 0.00% | 2026-06-30 |
| Heck Capital Advisors, LLC | 27,635 | $228,818 | Unchanged | 0.01% | 2026-06-30 |
| Defender Capital, LLC. | 27,257 | $225,688 | Unchanged | 0.07% | 2026-06-30 |
| Focus Partners Wealth | 27,225 | $225,423 | ▲ +9,417 | 0.00% | 2026-06-30 |
| Invesco Ltd. | 26,801 | $221,912 | New position | 0.00% | 2026-06-30 |
| FMR LLC | 26,534 | $219,702 | ▼ -1,962 | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 26,314 | $217,880 | ▼ -151 | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 26,074 | $215,892 | ▲ +8,659 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 26,924 | $201,661 | ▲ +3,093 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 23,756 | $196,700 | ▲ +21,549 | 0.00% | 2026-06-30 |
| Vident Advisory, LLC | 23,381 | $193,594 | ▼ -9,608 | 0.00% | 2026-06-30 |
| Greenwich Wealth Management LLC | 22,795,352 | $188,746 | Unchanged | 6.88% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 22,143 | $183,344 | ▼ -451 | 0.00% | 2026-06-30 |
| Brevan Howard Capital Management LP | 21,554 | $178,467 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 20,751 | $172,000 | ▲ +3,462 | 0.00% | 2026-06-30 |
| Caprock Group, LLC | 20,291 | $168,010 | Unchanged | 0.00% | 2026-06-30 |
| Merit Financial Group, LLC | 20,222 | $167,438 | ▲ +6,786 | 0.00% | 2026-06-30 |
| Aptus Capital Advisors, LLC | 20,050 | $166,014 | ▲ +1,232 | 0.00% | 2026-06-30 |
| Abel Hall, LLC | 20,035 | $165,890 | ▲ +827 | 0.03% | 2026-06-30 |
| JPMORGAN CHASE & CO | 20,201 | $157,164 | ▲ +855 | 0.00% | 2026-06-30 |
| AXQ CAPITAL, LP | 18,711 | $154,927 | ▼ -4,848 | 0.02% | 2026-06-30 |
| CANADA PENSION PLAN INVESTMENT BOARD | 17,852 | $147,815 | Unchanged | 0.00% | 2026-06-30 |
| EP Wealth Advisors, LLC | 17,344 | $143,608 | ▲ +2,790 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 17,029 | $141,000 | ▼ -280,900 | 0.00% | 2026-06-30 |
| BRIGHTON JONES LLC | 16,801 | $139,113 | New position | 0.00% | 2026-06-30 |
| Sanctuary Advisors, LLC | 16,123 | $133,497 | ▲ +4,481 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 15,568 | $128,837 | ▼ -826 | 0.00% | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | 15,252 | $126,287 | New position | 0.00% | 2026-06-30 |
| Pallas Capital Advisors LLC | 15,088 | $124,929 | New position | 0.00% | 2026-06-30 |
| Busey Bank | 14,978 | $124,018 | Unchanged | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,939 | $123,695 | New position | 0.00% | 2026-06-30 |
| GREAT LAKES ADVISORS, LLC | 14,820 | $122,709 | ▼ -3,442 | 0.00% | 2026-06-30 |
| Element Wealth, LLC | 13,980 | $115,754 | ▼ -300 | 0.04% | 2026-06-30 |
| Cove Private Wealth, LLC | 13,888 | $114,993 | Unchanged | 0.02% | 2026-06-30 |
| 49 WEALTH MANAGEMENT, LLC | 13,865 | $114,802 | New position | 0.02% | 2026-06-30 |
| ALONGSIDE, LLC | 13,865 | $114,802 | New position | 0.02% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13,790 | $114,181 | ▲ +262 | 0.00% | 2026-06-30 |
| M&T Bank Corp | 13,685 | $113,313 | New position | 0.00% | 2026-06-30 |
| Freestone Capital Holdings, LLC | 13,674 | $113,221 | Unchanged | 0.00% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 13,640 | $112,940 | Unchanged | 0.01% | 2026-06-30 |
| Royal Harbor Partners, LLC | 13,530 | $112,028 | Unchanged | 0.03% | 2026-06-30 |
| Allegheny Financial Group | 13,267 | $109,851 | Unchanged | 0.01% | 2026-06-30 |
| FORTEM FINANCIAL GROUP, LLC | 13,175 | $109,089 | ▼ -1,000 | 0.02% | 2026-06-30 |
| Apollon Wealth Management, LLC | 12,664 | $104,858 | ▲ +142 | 0.00% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 12,537 | $103,806 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 11,983 | $99,220 | ▲ +4,270 | 0.00% | 2026-06-30 |
| INTECH INVESTMENT MANAGEMENT LLC | 11,959 | $99,021 | ▼ -2,576 | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 11,948 | $98,929 | Unchanged | 0.00% | 2026-06-30 |
| J.W. COLE ADVISORS, INC. | 11,941 | $98,868 | Unchanged | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 11,910 | $98,615 | Unchanged | 0.00% | 2026-06-30 |
| Kingsview Wealth Management, LLC | 11,853 | $98,143 | ▲ +1,363 | 0.00% | 2026-06-30 |
| ARIZONA STATE RETIREMENT SYSTEM | 11,783 | $97,563 | New position | 0.00% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,508 | $95,286 | ▼ -2,747 | 0.00% | 2026-06-30 |
| NICOLET BANKSHARES INC | 10,252 | $92,781 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 11,044 | $91,444 | ▼ -77 | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 10,380 | $85,946 | New position | 0.00% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 9,700 | $80,316 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,207 | $76,234 | ▲ +822 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 8,110 | $67,154 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 7,235 | $59,906 | ▼ -12,322 | 0.00% | 2026-06-30 |
| Archer Investment Corp | 7,013 | $58,068 | Unchanged | 0.01% | 2026-06-30 |
| Ancora Advisors LLC | 6,862 | $56,817 | Unchanged | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,000 | $49,680 | Unchanged | 0.00% | 2026-06-30 |
| Wilmington Savings Fund Society, FSB | 5,376 | $44,513 | Unchanged | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 5,166 | $40,191 | Unchanged | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 3,856 | $31,928 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 3,704 | $30,669 | ▼ -22,712 | 0.00% | 2026-06-30 |
| PFS Partners, LLC | 3,414 | $28,268 | Unchanged | 0.01% | 2026-06-30 |
| North Star Investment Management Corp. | 3,378 | $27,970 | Unchanged | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 3,297 | $27,299 | ▲ +402 | 0.00% | 2026-06-30 |
| Medallion Wealth Advisors, LLC | 3,230 | $26,744 | Unchanged | 0.01% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 3,189 | $26,405 | ▲ +579 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 3,183 | $26,355 | ▲ +2,592 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 2,987 | $24,732 | ▼ -500 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 2,319 | $19,201 | ▲ +350 | 0.00% | 2026-06-30 |
| Owl Creek Wealth Partners LLC | 2,140 | $17,720 | ▼ -300 | 0.01% | 2026-06-30 |
| OSTERWEIS CAPITAL MANAGEMENT INC | 2,120 | $17,554 | Unchanged | 0.00% | 2026-06-30 |
| SOA Wealth Advisors, LLC. | 2,104 | $17,421 | Unchanged | 0.00% | 2026-06-30 |
| Rachor Investment Advisory Services, LLC | 2,030 | $16,809 | Unchanged | 0.01% | 2026-06-30 |
| SIGNATUREFD, LLC | 1,914 | $15,848 | ▼ -410 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,750 | $14,490 | ▼ -3,545 | 0.00% | 2026-06-30 |
| HOLLENCREST CAPITAL MANAGEMENT | 1,673 | $13,852 | Unchanged | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 1,634 | $13,530 | ▲ +634 | 0.00% | 2026-06-30 |
| ARMSTRONG ADVISORY GROUP, INC | 1,604 | $13,282 | Unchanged | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 1,567 | $12,975 | Unchanged | 0.00% | 2026-06-30 |
| VALLEY NATIONAL ADVISERS INC | 1,504 | $12,454 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 1,453 | $12,031 | ▲ +26 | 0.00% | 2026-06-30 |
| Colonial Trust Co / SC | 1,400 | $11,592 | New position | 0.00% | 2026-06-30 |
| Steigerwald, Gordon & Koch Inc. | 1,357 | $11,236 | Unchanged | 0.00% | 2026-06-30 |
| Colonial Trust Advisors | 1,351 | $11,186 | Unchanged | 0.00% | 2026-06-30 |
| MCF Advisors LLC | 1,348 | $11,162 | Unchanged | 0.00% | 2026-06-30 |
| Greykasell Wealth Strategies, Inc. | 1,348 | $11,161 | Unchanged | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,100 | $10,307 | ▲ +1,000 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 1,205 | $9,977 | New position | 0.00% | 2026-06-30 |
| Essential Partners LLC | 1,148 | $9,505 | ▼ -2,365 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 1,143 | $9,464 | ▲ +321 | 0.00% | 2026-06-30 |
| WHITTIER TRUST CO | 1,000 | $9,050 | Unchanged | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 1,085 | $8,984 | ▲ +545 | 0.00% | 2026-06-30 |
| GILL CAPITAL PARTNERS, LLC | 1,000 | $8,280 | Unchanged | 0.00% | 2026-06-30 |
| UMB Bank, n.a. | 1,000 | $8,280 | Unchanged | 0.00% | 2026-06-30 |
| EVERMAY WEALTH MANAGEMENT LLC | 1,000 | $8,280 | Unchanged | 0.00% | 2026-06-30 |
| WOLFF WIESE MAGANA LLC | 1,000 | $8,280 | ▼ -1,100 | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 902 | $7,469 | Unchanged | 0.00% | 2026-06-30 |
| TOWER TRUST & INVESTMENT Co | 902 | $7,468 | Unchanged | 0.00% | 2026-06-30 |
| SHP Wealth Management | 809 | $6,696 | ▲ +500 | 0.00% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 772 | $6,392 | Unchanged | 0.00% | 2026-06-30 |
| Montgomery Financial Services LLC | 705 | $5,837 | New position | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 682 | $5,647 | ▲ +172 | 0.00% | 2026-06-30 |
| Tradewinds Capital Management, LLC | 680 | $5,631 | Unchanged | 0.00% | 2026-06-30 |
| HHM Wealth Advisors, LLC | 676 | $5,598 | Unchanged | 0.00% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 605 | $5,009 | Unchanged | 0.00% | 2026-06-30 |
| Moisand Fitzgerald Tamayo, LLC | 600 | $4,968 | Unchanged | 0.00% | 2026-06-30 |
| Fourth Dimension Wealth, LLC | 600 | $4,968 | Unchanged | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 531 | $4,397 | ▲ +356 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 426 | $3,527 | ▼ -516 | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 400 | $3,312 | Unchanged | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 400 | $3,312 | Unchanged | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 394,748 | $3,268 | New position | 0.01% | 2026-06-30 |
| Cornerstone Planning Group LLC | 375 | $3,004 | Unchanged | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 362 | $2,997 | ▼ -200 | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 321 | $2,658 | New position | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 270 | $2,236 | New position | 0.00% | 2026-06-30 |
| HOEY INVESTMENTS, INC | 250 | $2,070 | Unchanged | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 250 | $2,070 | ▼ -20 | 0.00% | 2026-06-30 |
| Strategic Investment Solutions, Inc. /IL | 250 | $2,070 | Unchanged | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 229 | $1,897 | ▲ +29 | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 213 | $1,764 | ▼ -127 | 0.00% | 2026-06-30 |
| FIRST FINANCIAL CORP /IN/ | 206 | $1,706 | Unchanged | 0.00% | 2026-06-30 |
| CENTRAL TRUST Co | 200 | $1,656 | Unchanged | 0.00% | 2026-06-30 |
| Winch Advisory Services, LLC | 200 | $1,656 | Unchanged | 0.00% | 2026-06-30 |
| SWAN Capital LLC | 200 | $1,656 | Unchanged | 0.00% | 2026-06-30 |
| EVOLUTION WEALTH MANAGEMENT INC. | 200 | $1,656 | Unchanged | 0.00% | 2026-06-30 |
| Private Wealth Management Group, LLC | 186 | $1,541 | Unchanged | 0.00% | 2026-06-30 |
| SALEM INVESTMENT COUNSELORS INC | 175 | $1,449 | Unchanged | 0.00% | 2026-06-30 |
| Pflug Koory, LLC | 175 | $1,449 | Unchanged | 0.00% | 2026-06-30 |
| Gen-Wealth Partners Inc | 170 | $1,408 | Unchanged | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 169 | $1,399 | ▼ -1,405 | 0.00% | 2026-06-30 |
| SIMS INVESTMENT MANAGEMENT, LLC | 152 | $1,259 | New position | 0.00% | 2026-06-30 |
| BFSG, LLC | 130 | $1,077 | Unchanged | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 127 | $1,052 | Unchanged | 0.00% | 2026-06-30 |
| American Capital Advisory, LLC | 124 | $1,027 | Unchanged | 0.00% | 2026-06-30 |
| Center for Financial Planning, Inc. | 120 | $994 | Unchanged | 0.00% | 2026-06-30 |
| Holos Integrated Wealth LLC | 100 | $874 | Unchanged | 0.00% | 2026-06-30 |
| NVWM, LLC | 100 | $828 | Unchanged | 0.00% | 2026-06-30 |
| Truvestments Capital LLC | 100 | $828 | Unchanged | 0.00% | 2026-06-30 |
| Lloyd Advisory Services, LLC. | 100 | $828 | New position | 0.00% | 2026-06-30 |
| LRI Investments, LLC | 100 | $828 | Unchanged | 0.00% | 2026-06-30 |
| Caldwell Trust Co | 100 | $828 | New position | 0.00% | 2026-06-30 |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $828 | Unchanged | 0.00% | 2026-06-30 |
| Meramec Financial Planners, LLC | 100 | $773 | Unchanged | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 74 | $613 | ▲ +67 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 72 | $596 | ▲ +13 | 0.00% | 2026-06-30 |
| Mosley Wealth Management | 60 | $497 | Unchanged | 0.00% | 2026-06-30 |
| Investors Portfolio Services LLC | 52 | $431 | Unchanged | 0.00% | 2026-06-30 |
| Trust Co | 50 | $414 | Unchanged | 0.00% | 2026-06-30 |
| Hilton Head Capital Partners, LLC | 50 | $414 | Unchanged | 0.00% | 2026-06-30 |
| Morton Brown Family Wealth, LLC | 40 | $331 | Unchanged | 0.00% | 2026-06-30 |
| Synergy Investment Management, LLC | 40 | $331 | Unchanged | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 39,479 | $327 | ▲ +6,627 | 0.00% | 2026-06-30 |
| Vermillion Wealth Management, Inc. | 36 | $298 | Unchanged | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 30 | $248 | Unchanged | 0.00% | 2026-06-30 |
| Golden State Wealth Management, LLC | 29 | $240 | Unchanged | 0.00% | 2026-06-30 |
| Axiom Investment Management LLC | 25 | $207 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 22,552 | $187 | ▲ +126 | 0.00% | 2026-06-30 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 21 | $174 | Unchanged | 0.00% | 2026-06-30 |
| FIRST HORIZON CORP | 20 | $166 | Unchanged | 0.00% | 2026-06-30 |
| SRH ADVISORS, LLC | 20 | $166 | Unchanged | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 12,558 | $104 | New position | 0.00% | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | 10 | $83 | Unchanged | 0.00% | 2026-06-30 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10 | $83 | Unchanged | 0.00% | 2026-06-30 |
| Markowski Investments | 10 | $83 | New position | 0.00% | 2026-06-30 |
| JPL Wealth Management, LLC | 7 | $58 | New position | 0.00% | 2026-06-30 |
| Avion Wealth | 1,500 | $12 | Unchanged | 0.00% | 2026-06-30 |
| Centerpoint Advisors, LLC | 1,357 | $11 | Unchanged | 0.00% | 2026-06-30 |
| Winthrop Capital Management, LLC | 1,000 | $8 | New position | 0.00% | 2026-06-30 |
| Capital Analysts, LLC | 70 | $1 | New position | 0.00% | 2026-06-30 |
| Virtu Financial LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Encompass More Asset Management | 0 | $0 | Sold out | 2026-06-30 | |
| Entropy Technologies, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Aquatic Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Quantbot Technologies LP | 0 | $0 | Sold out | 2026-06-30 | |
| Balyasny Asset Management L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| DARK FOREST CAPITAL MANAGEMENT LP | 0 | $0 | Sold out | 2026-06-30 | |
| Man Group plc | 0 | $0 | Sold out | 2026-06-30 | |
| Foundations Investment Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HARBOR INVESTMENT ADVISORY, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| WPG Advisers, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bare Financial Services, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Asset Dedication, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Cullen/Frost Bankers, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Key Capital Management, INC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Preservation Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Activest Wealth Management | 0 | $0 | Sold out | 2026-06-30 |