← All institutions
Institutional Holdings
SNYOwnership Summary
Institutions Holding
600
Total Shares Held
190,928,149
Total Value Held
$8,096,027,060
Quarter
2026-06-30
Active Positions
Increased Positions
183
67,649,094 shares
Decreased Positions
224
110,233,980 shares
Held Positions
43
1,234,519 shares
New Positions
50
11,810,556 shares
Sold Out Positions
100
1,271,403 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Dodge & Cox | 28,088,274 | $1,198,245,769 | ▼ -1,416,358 | 0.63% | 2026-06-30 |
| MORGAN STANLEY | 10,702,527 | $456,569,944 | ▼ -1,809,340 | 0.02% | 2026-06-30 |
| Fisher Asset Management, LLC | 10,627,088 | $453,351,578 | ▼ -815,075 | 0.13% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 8,008,572 | $341,645,673 | ▼ -1,475,778 | 0.02% | 2026-06-30 |
| JPMORGAN CHASE & CO | 6,689,182 | $290,511,262 | ▲ +972,951 | 0.02% | 2026-06-30 |
| Invesco Ltd. | 6,798,961 | $290,043,700 | New position | 0.02% | 2026-06-30 |
| Mondrian Investment Partners LTD | 5,522,564 | $235,592,600 | ▲ +482,499 | 3.63% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 4,168,890 | $177,844,847 | ▲ +460,336 | 0.06% | 2026-06-30 |
| BRANDES INVESTMENT PARTNERS, LP | 4,136,417 | $176,460,653 | ▲ +413,317 | 1.24% | 2026-06-30 |
| FEDERATED HERMES, INC. | 3,849,802 | $164,232,553 | ▼ -904,557 | 0.24% | 2026-06-30 |
| Boston Partners | 3,844,844 | $164,041,530 | ▲ +245,560 | 0.15% | 2026-06-30 |
| FMR LLC | 3,678,422 | $156,921,511 | ▼ -331,739 | 0.01% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 3,402,765 | $145,160,917 | ▼ -459,129 | 0.03% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 3,273,820 | $139,661,128 | ▼ -141,295 | 0.02% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 3,212,810 | $137,058,515 | ▼ -599,935 | 0.04% | 2026-06-30 |
| ROYAL BANK OF CANADA | 3,170,755 | $135,265,000 | ▲ +15,675 | 0.02% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,014,903 | $128,615,762 | ▲ +682,934 | 0.01% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 2,994,745 | $127,755,834 | ▲ +412,289 | 0.01% | 2026-06-30 |
| BARCLAYS PLC | 2,683,902 | $114,495,258 | ▲ +327,343 | 0.02% | 2026-06-30 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2,680,973 | $114,370,308 | ▼ -3,206,493 | 0.35% | 2026-06-30 |
| Regal Partners Ltd | 2,653,974 | $113,218,530 | ▲ +108,542 | 6.25% | 2026-06-30 |
| EQUITY INVESTMENT CORP | 2,601,971 | $111,000,095 | ▼ -61,083 | 2.12% | 2026-06-30 |
| CITADEL ADVISORS LLC | 2,596,507 | $110,766,989 | ▲ +711,737 | 0.01% | 2026-06-30 |
| Balyasny Asset Management L.P. | 2,405,640 | $102,624,602 | ▲ +1,571,860 | 0.13% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 2,205,301 | $94,078,141 | ▲ +57,287 | 0.04% | 2026-06-30 |
| LPL Financial LLC | 2,128,391 | $90,797,168 | ▼ -77,846 | 0.02% | 2026-06-30 |
| Alyeska Investment Group, L.P. | 2,112,012 | $90,098,432 | ▼ -194,217 | 0.23% | 2026-06-30 |
| DAVENPORT & Co LLC | 2,001,451 | $85,787,584 | ▼ -93,511 | 0.42% | 2026-06-30 |
| Vestal Point Capital, LP | 2,000,000 | $85,320,000 | ▲ +600,000 | 1.99% | 2026-06-30 |
| BlackRock, Inc. | 1,936,502 | $82,611,179 | ▼ -1,247,098 | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,835,859 | $78,317,745 | ▼ -387,442 | 0.15% | 2026-06-30 |
| VICTORY CAPITAL MANAGEMENT INC | 1,824,428 | $77,830,111 | ▼ -5,687 | 0.04% | 2026-06-30 |
| UBS Group AG | 1,693,442 | $72,242,237 | ▲ +709,596 | 0.01% | 2026-06-30 |
| NORTHERN TRUST CORP | 1,690,344 | $72,110,075 | ▼ -587,595 | 0.01% | 2026-06-30 |
| Capital Research Global Investors | 1,677,399 | $71,557,841 | ▲ +15,562 | 0.01% | 2026-06-30 |
| Optiver Holding B.V. | 1,430,661 | $61,031,998 | ▲ +217,632 | 0.02% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 1,095,251 | $46,693,947 | New position | 0.01% | 2026-06-30 |
| ARMISTICE CAPITAL, LLC | 1,064,000 | $45,390,240 | ▲ +764,000 | 0.56% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 877,020 | $37,413,673 | New position | 0.02% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 873,273 | $37,253,812 | ▲ +469,499 | 0.11% | 2026-06-30 |
| Point72 Asset Management, L.P. | 820,078 | $34,984,527 | New position | 0.04% | 2026-06-30 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 804,056 | $34,301,031 | ▼ -260,460 | 0.37% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 771,821 | $32,925,910 | ▼ -11,527 | 0.03% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 763,654 | $32,577,459 | ▼ -4,181 | 0.02% | 2026-06-30 |
| Newport Trust Company, LLC | 696,331 | $29,705,510 | ▼ -41,647 | 0.07% | 2026-06-30 |
| TODD ASSET MANAGEMENT LLC | 674,143 | $28,759,321 | ▼ -9,339 | 0.51% | 2026-06-30 |
| Qube Research & Technologies Ltd | 634,794 | $27,080,312 | New position | 0.03% | 2026-06-30 |
| Cullen Capital Management, LLC | 615,593 | $26,261,196 | ▲ +22,292 | 0.26% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 608,746 | $26,145,287 | ▼ -204,224 | 0.01% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 580,182 | $24,750,573 | ▼ -49,002 | 0.03% | 2026-06-30 |
| Pictet Asset Management Holding SA | 511,736 | $22,224,694 | ▼ -166,356 | 0.02% | 2026-06-30 |
| MANAGED ASSET PORTFOLIOS, LLC | 504,024 | $21,501,682 | ▼ -174,352 | 2.46% | 2026-06-30 |
| CIBC WORLD MARKET INC. | 479,078 | $20,437,467 | ▲ +82,369 | 0.03% | 2026-06-30 |
| Aberdeen Group plc | 471,254 | $20,103,696 | ▲ +13,333 | 0.03% | 2026-06-30 |
| BROWN ADVISORY INC | 469,285 | $20,019,714 | ▼ -153,328 | 0.03% | 2026-06-30 |
| M&T Bank Corp | 455,290 | $19,423,387 | ▲ +28,633 | 0.06% | 2026-06-30 |
| Creative Planning | 450,438 | $19,215,695 | ▲ +16,334 | 0.01% | 2026-06-30 |
| Jupiter Topco LLC | 445,400 | $19,000,798 | New position | 0.01% | 2026-06-30 |
| CITIGROUP INC | 438,812 | $18,719,702 | ▲ +180,215 | 0.01% | 2026-06-30 |
| Nuveen, LLC | 416,308 | $17,759,699 | ▼ -1,494,918 | 0.00% | 2026-06-30 |
| GRANDFIELD & DODD, LLC | 384,643 | $16,408,870 | ▼ -2,587 | 0.86% | 2026-06-30 |
| Sio Capital Management, LLC | 364,200 | $15,536,772 | ▲ +124,529 | 2.57% | 2026-06-30 |
| BECKER CAPITAL MANAGEMENT INC | 346,469 | $14,780,368 | ▼ -149,925 | 0.40% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 339,551 | $14,485,246 | ▲ +13,793 | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 338,674 | $14,448,633 | ▼ -250,055 | 0.01% | 2026-06-30 |
| Bank of New York Mellon Corp | 336,168 | $14,340,930 | ▼ -131,591 | 0.00% | 2026-06-30 |
| MOORE CAPITAL MANAGEMENT, LP | 329,779 | $14,068,372 | ▲ +64,723 | 0.21% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 307,977 | $13,138,299 | ▲ +34,631 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 302,497 | $12,904,527 | ▼ -224,688 | 0.01% | 2026-06-30 |
| Vident Advisory, LLC | 302,447 | $12,902,389 | ▼ -49,505 | 0.09% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 291,601 | $12,434,437 | ▼ -13,159 | 0.01% | 2026-06-30 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 285,165 | $12,165,139 | ▲ +96,094 | 0.03% | 2026-06-30 |
| FOUNDATION RESOURCE MANAGEMENT INC | 274,452 | $11,708,122 | ▲ +1,315 | 1.36% | 2026-06-30 |
| SPHERA FUNDS MANAGEMENT LTD. | 269,515 | $11,497,510 | Unchanged | 1.50% | 2026-06-30 |
| Cetera Investment Advisers | 266,372 | $11,363,807 | ▼ -95,189 | 0.01% | 2026-06-30 |
| LOGAN CAPITAL MANAGEMENT INC | 258,642 | $11,033,677 | ▲ +95,022 | 0.41% | 2026-06-30 |
| Quantinno Capital Management LP | 258,125 | $11,011,629 | ▼ -12,964 | 0.01% | 2026-06-30 |
| JANE STREET GROUP, LLC | 254,648 | $10,863,284 | ▲ +202,648 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 246,181 | $10,502,079 | ▲ +167,252 | 0.00% | 2026-06-30 |
| Altrius Capital Management Inc | 238,747 | $10,184,977 | ▲ +17,235 | 1.93% | 2026-06-30 |
| Walleye Capital LLC | 236,351 | $10,082,734 | ▲ +184,533 | 0.04% | 2026-06-30 |
| EASTERLY INVESTMENT PARTNERS LLC | 235,126 | $10,030,475 | ▲ +43,906 | 0.51% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 223,048 | $9,515,220 | ▼ -48,453 | 0.02% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 218,432 | $9,318,310 | ▲ +23,491 | 0.04% | 2026-06-30 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 217,874 | $9,294,506 | ▼ -18,634 | 0.10% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 219,429 | $9,139,951 | ▼ -21,342 | 0.02% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 214,142 | $9,135,297 | ▲ +1,488 | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 211,011 | $9,001,748 | ▼ -298,453 | 0.02% | 2026-06-30 |
| Goodman Financial Corp | 208,841 | $8,909,221 | ▲ +4,753 | 1.38% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 208,009 | $8,873,664 | ▼ -354,912 | 0.01% | 2026-06-30 |
| Bridgewater Associates, LP | 206,873 | $8,825,202 | New position | 0.04% | 2026-06-30 |
| IMC-Chicago, LLC | 206,774 | $8,820,979 | ▲ +80,074 | 0.00% | 2026-06-30 |
| Walleye Trading LLC | 198,300 | $8,459,478 | ▼ -10,900 | 0.01% | 2026-06-30 |
| OLD MISSION CAPITAL LLC | 198,209 | $8,455,595 | ▼ -336,283 | 0.13% | 2026-06-30 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 195,567 | $8,342,888 | ▲ +5,069 | 0.11% | 2026-06-30 |
| Guardian Partners Inc. | 181,975 | $7,763,054 | ▼ -22,111 | 0.70% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 176,479 | $7,528,584 | ▼ -6,988,714 | 0.00% | 2026-06-30 |
| Tidal Investments LLC | 165,289 | $7,051,229 | ▲ +29,283 | 0.01% | 2026-06-30 |
| Pathstone Holdings, LLC | 159,684 | $6,812,131 | ▼ -64,395 | 0.02% | 2026-06-30 |
| Bleakley Financial Group, LLC | 159,361 | $6,798,334 | ▲ +2,097 | 0.09% | 2026-06-30 |
| &PARTNERS | 149,234 | $6,359,881 | ▼ -2,641 | 0.03% | 2026-06-30 |
| NICHOLAS COMPANY, INC. | 146,520 | $6,250,543 | ▼ -1,352,470 | 0.11% | 2026-06-30 |
| Baird Financial Group, Inc. | 143,292 | $6,112,869 | ▲ +2,182 | 0.01% | 2026-06-30 |
| Kestra Advisory Services, LLC | 138,739 | $5,918,607 | ▲ +120,007 | 0.02% | 2026-06-30 |
| QRG CAPITAL MANAGEMENT, INC. | 138,522 | $5,909,353 | ▲ +15,800 | 0.05% | 2026-06-30 |
| GUARDIAN CAPITAL LP | 132,378 | $5,647,245 | ▲ +7,101 | 0.14% | 2026-06-30 |
| Callan Family Office, LLC | 130,339 | $5,560,263 | ▼ -113,203 | 0.11% | 2026-06-30 |
| TrueMark Investments, LLC | 125,869 | $5,369,572 | New position | 0.67% | 2026-06-30 |
| OPAL CAPITAL LLC | 125,869 | $5,369,572 | New position | 0.96% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 125,461 | $5,352,191 | ▼ -6,193 | 0.01% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 124,599 | $5,315,407 | ▲ +2,809 | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 122,510 | $5,226,239 | ▼ -11,043 | 0.01% | 2026-06-30 |
| ProVise Management Group, LLC | 120,829 | $5,154,565 | ▼ -112,748 | 0.35% | 2026-06-30 |
| Merit Financial Group, LLC | 110,651 | $4,720,335 | ▼ -4,690 | 0.03% | 2026-06-30 |
| Atria Investments, Inc | 105,655 | $4,507,255 | ▼ -40,415 | 0.05% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 102,210 | $4,446,118 | ▼ -4,678 | 0.01% | 2026-06-30 |
| Sanctuary Advisors, LLC | 99,844 | $4,259,347 | ▼ -23,216 | 0.02% | 2026-06-30 |
| Thomasville National Bank | 99,727 | $4,254,354 | ▲ +14,080 | 0.23% | 2026-06-30 |
| GQG Partners LLC | 97,640 | $4,165,322 | ▼ -67,065 | 0.01% | 2026-06-30 |
| PRIMECAP MANAGEMENT CO/CA/ | 97,168 | $4,145,186 | Unchanged | 0.00% | 2026-06-30 |
| Mariner, LLC | 94,951 | $4,051,532 | ▼ -3,804 | 0.00% | 2026-06-30 |
| CIBC Asset Management Inc | 94,605 | $4,035,849 | ▲ +4,294 | 0.01% | 2026-06-30 |
| Northwest Bancshares, Inc. | 94,207 | $4,018,871 | ▲ +12,945 | 0.72% | 2026-06-30 |
| Sound Income Strategies, LLC | 90,957 | $3,880,226 | ▲ +1,314 | 0.17% | 2026-06-30 |
| Synergy Asset Management, LLC | 90,688 | $3,868,750 | ▼ -16,658 | 0.36% | 2026-06-30 |
| Voleon Capital Management LP | 89,489 | $3,817,601 | ▼ -4,188 | 0.07% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 89,202 | $3,805,357 | ▲ +3,194 | 0.02% | 2026-06-30 |
| Squarepoint Ops LLC | 121,857 | $3,766,494 | ▲ +8,000 | 0.00% | 2026-06-30 |
| Savant Capital, LLC | 87,157 | $3,752,720 | ▲ +80,526 | 0.01% | 2026-06-30 |
| World Investment Advisors | 77,119 | $3,709,392 | ▼ -1,303 | 0.06% | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | 86,842 | $3,704,691 | ▼ -28,824 | 0.03% | 2026-06-30 |
| Providence Capital Advisors, LLC | 85,773 | $3,659,077 | ▲ +23,153 | 0.55% | 2026-06-30 |
| RENAISSANCE GROUP LLC | 85,413 | $3,643,711 | ▼ -7,043 | 0.15% | 2026-06-30 |
| NewSquare Capital LLC | 84,503 | $3,604,898 | ▲ +3,794 | 0.27% | 2026-06-30 |
| First Bank & Trust | 83,933 | $3,580,582 | ▲ +15,937 | 0.53% | 2026-06-30 |
| NewEdge Wealth, LLC | 81,708 | $3,485,676 | ▼ -6,146 | 0.03% | 2026-06-30 |
| Baker Ellis Asset Management LLC | 81,342 | $3,470,050 | ▼ -1,725 | 0.36% | 2026-06-30 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 79,091 | $3,434,922 | ▼ -25,098 | 0.00% | 2026-06-30 |
| Cardinal Capital Management | 80,450 | $3,431,997 | ▲ +5,423 | 0.42% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 80,201 | $3,421,375 | ▼ -6,954 | 0.00% | 2026-06-30 |
| American Assets Investment Management, LLC | 80,000 | $3,412,800 | Unchanged | 0.21% | 2026-06-30 |
| Catalyst Capital Advisors LLC | 79,028 | $3,371,334 | Unchanged | 0.06% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 78,997 | $3,370,002 | ▼ -27,388 | 0.01% | 2026-06-30 |
| BLAIR WILLIAM & CO/IL | 78,850 | $3,363,754 | ▲ +35,257 | 0.01% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 75,597 | $3,225,503 | ▼ -106,339 | 0.00% | 2026-06-30 |
| J. Goldman & Co LP | 75,000 | $3,199,500 | Unchanged | 0.08% | 2026-06-30 |
| Manhattan West Asset Management, LLC | 73,420 | $3,132,097 | ▼ -5,829 | 0.52% | 2026-06-30 |
| Fulton Bank, N.A. | 68,196 | $2,909,240 | ▲ +3,623 | 0.09% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 67,824 | $2,893,356 | ▼ -18,193 | 0.00% | 2026-06-30 |
| Verition Fund Management LLC | 65,000 | $2,772,900 | New position | 0.01% | 2026-06-30 |
| Raleigh Capital Management Inc. | 63,394 | $2,704,397 | ▲ +6,624 | 0.86% | 2026-06-30 |
| Waterfront Wealth Inc. | 60,460 | $2,629,993 | ▲ +418 | 0.41% | 2026-06-30 |
| BENJAMIN EDWARDS INC | 61,602 | $2,627,830 | ▲ +3,493 | 0.02% | 2026-06-30 |
| Quadrature Capital Ltd | 60,025 | $2,560,667 | Unchanged | 0.02% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 59,235 | $2,526,964 | ▼ -9,533 | 0.00% | 2026-06-30 |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,339 | $2,516,111 | ▲ +564 | 0.12% | 2026-06-30 |
| CWA Asset Management Group, LLC | 58,475 | $2,494,544 | New position | 0.08% | 2026-06-30 |
| ADAR1 Capital Management, LLC | 57,100 | $2,435,886 | ▼ -259,839 | 0.11% | 2026-06-30 |
| Corient Private Wealth LP | 56,982 | $2,430,873 | ▼ -11,349 | 0.00% | 2026-06-30 |
| SSA SWISS ADVISORS AG | 56,555 | $2,418,333 | Unchanged | 0.91% | 2026-06-30 |
| Stelac Advisory Services LLC | 56,555 | $2,417,717 | Unchanged | 0.45% | 2026-06-30 |
| GROUP ONE TRADING LLC | 55,127 | $2,351,718 | ▼ -95,573 | 0.00% | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | 53,426 | $2,279,139 | ▲ +351 | 0.01% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 52,949 | $2,258,804 | New position | 0.12% | 2026-06-30 |
| Palouse Capital Management, Inc. | 52,316 | $2,231,796 | ▼ -2,058 | 1.39% | 2026-06-30 |
| MAVERICK CAPITAL LTD | 51,572 | $2,200,062 | ▲ +26,991 | 0.02% | 2026-06-30 |
| Orion Porfolio Solutions, LLC | 50,917 | $2,172,113 | ▼ -10,998 | 0.02% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49,939 | $2,130,422 | ▲ +4,516 | 0.00% | 2026-06-30 |
| Strategic Global Advisors, LLC | 47,034 | $2,059,075 | ▲ +29,166 | 0.29% | 2026-06-30 |
| Old Port Advisors | 48,080 | $2,051,113 | ▲ +1,491 | 0.40% | 2026-06-30 |
| Blume Capital Management, Inc. | 47,681 | $2,034,072 | ▼ -850 | 0.30% | 2026-06-30 |
| Vise Technologies, Inc. | 47,584 | $2,029,944 | ▼ -5,729 | 0.02% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 47,564 | $2,029,080 | ▼ -10,207 | 0.02% | 2026-06-30 |
| BOOTHBAY FUND MANAGEMENT, LLC | 46,970 | $2,003,740 | ▲ +19,838 | 0.03% | 2026-06-30 |
| NewEdge Advisors, LLC | 46,489 | $1,983,207 | ▼ -31,012 | 0.01% | 2026-06-30 |
| Verdence Capital Advisors LLC | 46,110 | $1,967,053 | ▲ +351 | 0.10% | 2026-06-30 |
| EagleClaw Capital Managment, LLC | 45,410 | $1,937,191 | ▼ -5,425 | 0.26% | 2026-06-30 |
| MidFirst Bank | 45,215 | $1,928,872 | ▲ +45,176 | 0.14% | 2026-06-30 |
| Focus Partners Wealth | 44,866 | $1,913,989 | ▼ -7,239 | 0.00% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 44,233 | $1,886,978 | ▼ -5,442 | 0.01% | 2026-06-30 |
| Glass Wealth Management Co LLC | 43,650 | $1,862,109 | ▲ +4,775 | 0.62% | 2026-06-30 |
| 44 WEALTH MANAGEMENT LLC | 43,343 | $1,849,012 | ▼ -12,126 | 0.61% | 2026-06-30 |
| Harvest Portfolios Group Inc. | 43,300 | $1,847,178 | ▼ -7,600 | 0.03% | 2026-06-30 |
| CenterStar Asset Management, LLC | 43,262 | $1,845,494 | ▲ +36,262 | 0.31% | 2026-06-30 |
| BTC Capital Management, Inc. | 43,138 | $1,840,270 | ▲ +747 | 0.11% | 2026-06-30 |
| Great Lakes Retirement, Inc. | 42,289 | $1,804,068 | ▲ +4,661 | 0.16% | 2026-06-30 |
| Crossmark Global Holdings, Inc. | 40,788 | $1,740,016 | ▼ -3,461 | 0.02% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 40,738 | $1,737,883 | ▲ +469 | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 39,831 | $1,699,190 | ▼ -6,789 | 0.00% | 2026-06-30 |
| Graham Capital Management, L.P. | 39,723 | $1,694,583 | New position | 0.03% | 2026-06-30 |
| MGO ONE SEVEN LLC | 39,668 | $1,692,237 | ▼ -1,879 | 0.03% | 2026-06-30 |
| PARADIGM ASSET MANAGEMENT CO LLC | 19,200 | $1,648,108 | Unchanged | 0.35% | 2026-06-30 |
| Advisory Services Network, LLC | 38,375 | $1,637,066 | ▲ +4,185 | 0.02% | 2026-06-30 |
| Cascade Investment Advisors, Inc. | 38,343 | $1,635,712 | ▲ +570 | 0.89% | 2026-06-30 |
| KENNEDY CAPITAL MANAGEMENT LLC | 38,067 | $1,623,938 | ▲ +1,085 | 0.03% | 2026-06-30 |
| Financial Solutions Advisory Group, Inc. | 36,624 | $1,607,794 | New position | 0.20% | 2026-06-30 |
| HF Advisory Group, LLC | 37,289 | $1,590,758 | ▼ -2,842 | 0.49% | 2026-06-30 |
| China Universal Asset Management Co., Ltd. | 37,031 | $1,579,742 | ▼ -6,402 | 0.09% | 2026-06-30 |
| Jain Global LLC | 36,546 | $1,559,052 | New position | 0.01% | 2026-06-30 |
| Farther Finance Advisors, LLC | 36,313 | $1,550,169 | ▼ -20,587 | 0.01% | 2026-06-30 |
| Advisors Asset Management, Inc. | 35,515 | $1,515,070 | ▲ +2,907 | 0.02% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 34,965 | $1,491,611 | ▼ -1,747 | 0.01% | 2026-06-30 |
| denkapparat Operations GmbH | 34,572 | $1,474,842 | Unchanged | 0.48% | 2026-06-30 |
| AE Wealth Management LLC | 34,504 | $1,471,957 | ▲ +3,966 | 0.01% | 2026-06-30 |
| Stablepoint Partners, LLC | 33,442 | $1,426,623 | ▲ +30 | 0.20% | 2026-06-30 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 33,400 | $1,424,844 | New position | 0.06% | 2026-06-30 |
| Arjuna Capital | 33,241 | $1,418,062 | ▼ -23,787 | 0.32% | 2026-06-30 |
| Archford Capital Strategies, LLC | 33,227 | $1,417,464 | New position | 0.14% | 2026-06-30 |
| Storgate, LLC | 33,157 | $1,414,478 | ▲ +18,669 | 0.29% | 2026-06-30 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 33,155 | $1,414,404 | ▼ -2,524 | 0.03% | 2026-06-30 |
| CSS LLC/IL | 32,970 | $1,406,500 | New position | 0.05% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 32,723 | $1,395,985 | ▲ +1,141 | 0.09% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 32,471 | $1,385,210 | ▼ -50,565 | 0.01% | 2026-06-30 |
| Banco Santander, S.A. | 31,551 | $1,345,966 | ▼ -328 | 0.01% | 2026-06-30 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 31,493 | $1,343,491 | ▲ +5,531 | 0.18% | 2026-06-30 |
| KEYBANK NATIONAL ASSOCIATION/OH | 31,247 | $1,332,999 | ▲ +3,438 | 0.00% | 2026-06-30 |
| CHOREO, LLC | 31,223 | $1,331,969 | ▼ -1,173 | 0.01% | 2026-06-30 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 30,929 | $1,319,431 | New position | 0.00% | 2026-06-30 |
| RITHOLTZ WEALTH MANAGEMENT | 30,805 | $1,314,161 | ▲ +4,545 | 0.02% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 30,508 | $1,301,471 | Unchanged | 0.00% | 2026-06-30 |
| Aaron Wealth Advisors LLC | 29,120 | $1,242,259 | ▼ -3,371 | 0.06% | 2026-06-30 |
| SIGNATUREFD, LLC | 28,737 | $1,225,932 | ▲ +2,933 | 0.02% | 2026-06-30 |
| Clearstead Advisors, LLC | 27,838 | $1,187,570 | ▲ +13,783 | 0.01% | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | 27,342 | $1,166,410 | ▼ -5,961 | 0.02% | 2026-06-30 |
| Caprock Group, LLC | 27,159 | $1,158,603 | ▲ +8,297 | 0.02% | 2026-06-30 |
| STEPHENS INC /AR/ | 26,630 | $1,136,057 | ▼ -1,699 | 0.01% | 2026-06-30 |
| BAILARD, INC. | 26,496 | $1,130,319 | ▼ -2,295 | 0.02% | 2026-06-30 |
| EVOLVE PRIVATE WEALTH, LLC | 26,351 | $1,124,134 | ▼ -582 | 0.07% | 2026-06-30 |
| Strategic Investment Advisors / MI | 25,867 | $1,103,485 | New position | 0.07% | 2026-06-30 |
| Arax Advisory Partners | 25,469 | $1,086,508 | ▲ +15,210 | 0.01% | 2026-06-30 |
| PZENA INVESTMENT MANAGEMENT LLC | 25,302 | $1,079,391 | ▲ +6,214 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 24,276 | $1,038,914 | Unchanged | 0.00% | 2026-06-30 |
| Y-Intercept (Hong Kong) Ltd | 24,073 | $1,026,954 | ▲ +17,581 | 0.02% | 2026-06-30 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 24,003 | $1,023,969 | ▼ -1,577 | 0.10% | 2026-06-30 |
| Richard C. Young & CO., LTD. | 23,848 | $1,017,356 | ▼ -3,557 | 0.07% | 2026-06-30 |
| Concurrent Investment Advisors, LLC | 23,781 | $1,014,500 | ▲ +1,471 | 0.01% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 23,555 | $1,012,158 | ▼ -89,728 | 0.00% | 2026-06-30 |
| Nicholas Hoffman & Company, LLC. | 23,535 | $1,004,003 | ▼ -253 | 0.02% | 2026-06-30 |
| INTRUST BANK NA | 23,309 | $994,361 | ▼ -4,311 | 0.07% | 2026-06-30 |
| Ballentine Partners, LLC | 23,224 | $990,736 | ▲ +10,715 | 0.01% | 2026-06-30 |
| Probity Advisors, Inc. | 22,198 | $946,967 | ▼ -1,481 | 0.14% | 2026-06-30 |
| Arkadios Wealth Advisors | 22,071 | $941,549 | ▼ -14,075 | 0.01% | 2026-06-30 |
| Keystone Financial Planning, Inc. | 21,872 | $933,081 | ▼ -144 | 0.24% | 2026-06-30 |
| Global Retirement Partners, LLC | 21,491 | $916,808 | ▲ +106 | 0.01% | 2026-06-30 |
| FIFTH THIRD BANCORP | 21,461 | $915,526 | ▼ -1,455 | 0.00% | 2026-06-30 |
| ClearAlpha Technologies LP | 21,105 | $900,339 | New position | 1.54% | 2026-06-30 |
| Snowden Capital Advisors LLC | 21,094 | $899,875 | ▼ -3,066 | 0.02% | 2026-06-30 |
| Smartleaf Asset Management LLC | 20,715 | $899,652 | Unchanged | 0.03% | 2026-06-30 |
| Pavaki Capital Management LLC | 20,000 | $853,200 | Unchanged | 0.30% | 2026-06-30 |
| Aviso Financial Inc. | 19,416 | $828,286 | ▼ -35,278 | 0.03% | 2026-06-30 |
| REGATTA CAPITAL GROUP, LLC | 18,955 | $808,619 | ▼ -1,561 | 0.11% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 18,564 | $791,940 | ▲ +18,538 | 0.02% | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | 18,428 | $786,138 | ▲ +14,752 | 0.00% | 2026-06-30 |
| GTS SECURITIES LLC | 18,059 | $770,397 | New position | 0.02% | 2026-06-30 |
| PRINCIPAL SECURITIES, INC. | 18,034 | $769,330 | ▼ -21,118 | 0.01% | 2026-06-30 |
| VIKING FUND MANAGEMENT LLC | 18,000 | $767,880 | ▲ +6,000 | 0.07% | 2026-06-30 |
| Abel Hall, LLC | 17,821 | $760,244 | ▲ +3,456 | 0.13% | 2026-06-30 |
| GC Wealth Management RIA, LLC | 17,743 | $756,916 | ▼ -4,401 | 0.04% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17,713 | $755,637 | ▼ -66,722 | 0.00% | 2026-06-30 |
| Qtron Investments LLC | 17,658 | $753,290 | ▲ +7,716 | 0.10% | 2026-06-30 |
| GeoWealth Management, LLC | 17,564 | $749,281 | ▼ -19,425 | 0.02% | 2026-06-30 |
| WEALTH ALLIANCE, LLC | 17,541 | $748,299 | ▼ -24,491 | 0.06% | 2026-06-30 |
| R Squared Ltd | 17,447 | $744,289 | ▼ -8,583 | 0.39% | 2026-06-30 |
| Investors Research Corp | 16,468 | $702,525 | ▼ -525 | 0.13% | 2026-06-30 |
| Peoples Bank/KS | 16,375 | $698,558 | ▲ +60 | 0.68% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 16,279 | $694,463 | ▼ -19,185 | 0.01% | 2026-06-30 |
| D.A. DAVIDSON & CO. | 16,148 | $688,874 | ▼ -4,189 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 16,025 | $683,626 | ▼ -4,328 | 0.01% | 2026-06-30 |
| MAI Capital Management | 15,911 | $678,746 | ▲ +2,007 | 0.00% | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | 15,897 | $678,166 | New position | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 15,620 | $666,349 | ▼ -6,008 | 0.00% | 2026-06-30 |
| HB Wealth Management, LLC | 15,572 | $664,328 | ▼ -4,668 | 0.00% | 2026-06-30 |
| BANK OF HAWAII | 15,414 | $657,561 | ▼ -4,148 | 0.03% | 2026-06-30 |
| Summit Trail Advisors, LLC | 15,375 | $655,897 | ▼ -2,697 | 0.01% | 2026-06-30 |
| Composition Wealth, LLC | 15,214 | $649,037 | ▲ +8,115 | 0.01% | 2026-06-30 |
| Stratos Wealth Partners, LTD. | 15,157 | $646,628 | ▲ +2,199 | 0.01% | 2026-06-30 |
| Regal Investment Advisors LLC | 15,113 | $644,721 | ▼ -858 | 0.03% | 2026-06-30 |
| CHIRON CAPITAL MANAGEMENT, LLC | 15,102 | $644,251 | ▲ +6,500 | 0.58% | 2026-06-30 |
| V-Square Quantitative Management LLC | 14,908 | $635,975 | ▲ +448 | 0.06% | 2026-06-30 |
| Persistent Asset Partners Ltd | 14,750 | $629,235 | ▲ +4,804 | 0.19% | 2026-06-30 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,740 | $628,808 | Unchanged | 0.02% | 2026-06-30 |
| Voya Financial Advisors, Inc. | 14,392 | $625,066 | ▼ -6,383 | 0.06% | 2026-06-30 |
| AlphaCentric Advisors LLC | 14,590 | $622,409 | ▲ +208 | 0.53% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 14,570 | $621,585 | ▼ -141 | 0.05% | 2026-06-30 |
| PROFUND ADVISORS LLC | 14,364 | $612,768 | ▼ -415 | 0.02% | 2026-06-30 |
| Aigen Investment Management, LP | 14,359 | $612,555 | New position | 0.17% | 2026-06-30 |
| Keudell/Morrison Wealth Management | 14,344 | $611,921 | ▲ +241 | 0.12% | 2026-06-30 |
| Lantz Financial LLC | 14,278 | $609,099 | ▲ +1,088 | 0.11% | 2026-06-30 |
| Evelyn Partners Group Ltd | 14,233 | $607,180 | New position | 0.00% | 2026-06-30 |
| Apollon Wealth Management, LLC | 14,138 | $603,108 | ▼ -365 | 0.01% | 2026-06-30 |
| BKM Wealth Management, LLC | 14,026 | $598,377 | ▲ +716 | 0.21% | 2026-06-30 |
| Code Waechter LLC | 13,905 | $593,187 | ▲ +416 | 0.31% | 2026-06-30 |
| Leisure Capital Management | 13,726 | $585,552 | ▲ +1,547 | 0.18% | 2026-06-30 |
| Dorsey & Whitney Trust CO LLC | 13,635 | $581,669 | ▼ -1,386 | 0.03% | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | 13,327 | $578,794 | ▲ +935 | 0.03% | 2026-06-30 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13,536 | $577,446 | ▼ -3,565 | 0.01% | 2026-06-30 |
| Park Place Capital Corp | 13,474 | $574,801 | ▲ +951 | 0.09% | 2026-06-30 |
| Compound Planning, Inc. | 13,468 | $574,545 | ▲ +169 | 0.01% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 12,969 | $553,256 | ▼ -47,210 | 0.00% | 2026-06-30 |
| Ellevest, Inc. | 12,764 | $547,538 | ▼ -27 | 0.06% | 2026-06-30 |
| Inlet Private Wealth, LLC | 12,700 | $541,782 | New position | 0.13% | 2026-06-30 |
| Mezzasalma Advisors, LLC | 12,586 | $536,919 | ▼ -1,030 | 0.11% | 2026-06-30 |
| REGIONS FINANCIAL CORP | 12,554 | $535,553 | ▲ +4,332 | 0.00% | 2026-06-30 |
| Waverly Advisors, LLC | 12,451 | $531,160 | ▲ +1,811 | 0.00% | 2026-06-30 |
| IFG Advisory, LLC | 12,209 | $520,836 | New position | 0.02% | 2026-06-30 |
| WCG Wealth Advisors LLC | 11,990 | $511,477 | ▼ -90,954 | 0.01% | 2026-06-30 |
| OPPENHEIMER & CO INC | 11,905 | $507,867 | ▲ +1,294 | 0.01% | 2026-06-30 |
| Argent Trust Co | 11,896 | $507,486 | ▼ -19,336 | 0.01% | 2026-06-30 |
| Cerro Pacific Wealth Advisors LLC | 11,855 | $505,735 | ▲ +256 | 0.11% | 2026-06-30 |
| IFP Advisors, Inc | 11,853 | $505,649 | ▲ +9,558 | 0.01% | 2026-06-30 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11,583 | $494,131 | ▲ +810 | 0.00% | 2026-06-30 |
| Sivia Capital Partners, LLC | 11,502 | $490,675 | ▲ +1,786 | 0.06% | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | 11,354 | $484,385 | ▼ -971 | 0.00% | 2026-06-30 |
| Equitable Holdings, Inc. | 11,296 | $481,871 | ▼ -20,527 | 0.00% | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | 11,251 | $479,968 | ▼ -1,038 | 0.09% | 2026-06-30 |
| Hudson Portfolio Management LLC | 11,225 | $478,859 | Unchanged | 0.36% | 2026-06-30 |
| JOHNSON INVESTMENT COUNSEL INC | 11,209 | $478,176 | ▲ +103 | 0.00% | 2026-06-30 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 11,191 | $477,409 | ▼ -350 | 0.02% | 2026-06-30 |
| Ausdal Financial Partners, Inc. | 11,154 | $475,818 | ▼ -2,174 | 0.02% | 2026-06-30 |
| Cohen Investment Advisors LLC | 11,064 | $471,990 | ▲ +1,584 | 0.21% | 2026-06-30 |
| Manske Wealth Management | 11,028 | $470,454 | ▲ +216 | 0.12% | 2026-06-30 |
| First City Capital Management, Inc. | 11,020 | $470,113 | Unchanged | 0.23% | 2026-06-30 |
| BEARING POINT CAPITAL, LLC | 11,000 | $469,260 | New position | 0.06% | 2026-06-30 |
| COURIER CAPITAL LLC | 10,758 | $458,936 | ▼ -420 | 0.02% | 2026-06-30 |
| ADVISORTRUST PARTNERS, LLC | 10,694 | $456,206 | ▲ +571 | 0.16% | 2026-06-30 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 10,640 | $453,902 | ▼ -46,650 | 0.01% | 2026-06-30 |
| Parallel Advisors, LLC | 10,436 | $445,229 | ▲ +3,933 | 0.01% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 10,433 | $445,072 | ▼ -764,990 | 0.00% | 2026-06-30 |
| NAPLES GLOBAL ADVISORS, LLC | 10,323 | $440,380 | ▼ -25 | 0.03% | 2026-06-30 |
| Versant Capital Management, Inc | 10,275 | $438,332 | ▼ -2,721 | 0.04% | 2026-06-30 |
| REXFORD CAPITAL INC | 10,207 | $435,431 | ▼ -69 | 0.27% | 2026-06-30 |
| OpenArc Corporate Advisory, LLC | 10,192 | $434,791 | ▲ +4,600 | 0.01% | 2026-06-30 |
| Moors & Cabot, Inc. | 10,051 | $428,778 | ▼ -262 | 0.02% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 10,049 | $428,648 | ▼ -260 | 0.00% | 2026-06-30 |
| Portside Wealth Group, LLC | 10,008 | $426,942 | ▲ +4,856 | 0.05% | 2026-06-30 |
| DCF Advisers, LLC | 10,000 | $426,600 | ▲ +4,500 | 0.08% | 2026-06-30 |
| PING CAPITAL MANAGEMENT, INC. | 10,000 | $426,600 | Unchanged | 0.11% | 2026-06-30 |
| Checchi Capital Advisers, LLC | 9,971 | $422,363 | ▼ -517 | 0.02% | 2026-06-30 |
| Diversify Advisory Services, LLC | 9,285 | $408,540 | ▲ +3,926 | 0.01% | 2026-06-30 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9,285 | $408,540 | ▲ +2,148 | 0.01% | 2026-06-30 |
| Hilltop National Bank | 9,572 | $408,342 | ▲ +100 | 0.09% | 2026-06-30 |
| Colonial River Investments, LLC | 9,567 | $408,128 | ▼ -2,085 | 0.12% | 2026-06-30 |
| SEARLE & CO. | 9,500 | $405,270 | ▼ -500 | 0.09% | 2026-06-30 |
| NEW WAVE WEALTH ADVISORS LLC | 9,445 | $402,924 | ▲ +2,442 | 0.11% | 2026-06-30 |
| Sowell Financial Services LLC | 9,333 | $398,156 | ▼ -269 | 0.01% | 2026-06-30 |
| Raab & Moskowitz Asset Management LLC | 9,307 | $397,037 | Unchanged | 0.08% | 2026-06-30 |
| Allworth Financial LP | 9,233 | $393,893 | ▲ +243 | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 9,100 | $388,206 | ▲ +242 | 0.00% | 2026-06-30 |
| PINNACLE ASSOCIATES LTD | 8,843 | $377,260 | ▼ -840 | 0.00% | 2026-06-30 |
| WINTON GROUP Ltd | 8,800 | $375,408 | New position | 0.01% | 2026-06-30 |
| TI-TRUST, INC | 8,733 | $372,550 | Unchanged | 0.20% | 2026-06-30 |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,655 | $369,222 | New position | 0.01% | 2026-06-30 |
| GREAT VALLEY ADVISOR GROUP, INC. | 8,630 | $368,263 | ▼ -1,265 | 0.01% | 2026-06-30 |
| Navigation Group, LLC | 8,454 | $360,653 | ▲ +139 | 0.07% | 2026-06-30 |
| HSBC HOLDINGS PLC | 8,442 | $360,168 | ▼ -99,247 | 0.00% | 2026-06-30 |
| MISSION WEALTH MANAGEMENT, LP | 8,425 | $359,408 | ▲ +1,516 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL GROUP, LLC | 8,403 | $358,472 | ▲ +2,124 | 0.04% | 2026-06-30 |
| ATLANTIC FAMILY WEALTH, LLC | 8,402 | $358,429 | Unchanged | 0.23% | 2026-06-30 |
| Central Pacific Bank - Trust Division | 8,400 | $358,344 | ▼ -600 | 0.04% | 2026-06-30 |
| Forza Wealth Management, LLC | 8,145 | $347,466 | Unchanged | 0.11% | 2026-06-30 |
| SIH Partners, LLLP | 8,092 | $345,205 | ▼ -920 | 0.00% | 2026-06-30 |
| J.W. COLE ADVISORS, INC. | 8,074 | $344,437 | ▲ +458 | 0.01% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 7,147 | $344,342 | New position | 0.00% | 2026-06-30 |
| Paragon Private Wealth Management, LLC | 8,000 | $341,280 | ▼ -802 | 0.09% | 2026-06-30 |
| Lido Advisors, LLC | 7,934 | $338,526 | ▲ +1,221 | 0.00% | 2026-06-30 |
| Private Advisor Group, LLC | 7,834 | $334,177 | ▼ -89,176 | 0.00% | 2026-06-30 |
| JEPPSON WEALTH MANAGEMENT, LLC | 7,776 | $331,724 | ▼ -499 | 0.10% | 2026-06-30 |
| Pekin Hardy Strauss, Inc. | 7,737 | $330,060 | ▼ -200 | 0.03% | 2026-06-30 |
| Stokes Family Office, LLC | 7,732 | $329,847 | ▼ -772 | 0.04% | 2026-06-30 |
| GENESIS PRIVATE WEALTH, LLC | 7,644 | $326,093 | ▼ -412 | 0.09% | 2026-06-30 |
| ProShare Advisors LLC | 7,629 | $325,453 | ▼ -3,320 | 0.00% | 2026-06-30 |
| Phillips Wealth Planners LLC | 7,555 | $324,714 | ▼ -232 | 0.24% | 2026-06-30 |
| HM PAYSON & CO | 7,582 | $323,449 | ▼ -566 | 0.00% | 2026-06-30 |
| Independent Advisor Alliance | 7,572 | $323,042 | ▲ +462 | 0.01% | 2026-06-30 |
| Prime Capital Investment Advisors, LLC | 7,567 | $322,808 | New position | 0.00% | 2026-06-30 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 7,565 | $322,723 | ▲ +583 | 0.05% | 2026-06-30 |
| Sunpointe, LLC | 7,549 | $322,040 | ▲ +554 | 0.09% | 2026-06-30 |
| Bulltick Wealth Management, LLC | 7,509 | $320,334 | ▲ +691 | 0.07% | 2026-06-30 |
| Arista Wealth Management, LLC | 7,355 | $313,764 | ▼ -165 | 0.03% | 2026-06-30 |
| LGT Group Foundation | 7,301 | $311,461 | New position | 0.00% | 2026-06-30 |
| Cherokee Insurance Co | 7,213 | $307,707 | Unchanged | 0.12% | 2026-06-30 |
| Wynn Capital, LLC | 7,210 | $307,579 | ▼ -6 | 0.14% | 2026-06-30 |
| Bayesian Capital Management, LP | 7,199 | $307,109 | New position | 0.20% | 2026-06-30 |
| Greenfield Seitz Capital Management, LLC | 7,193 | $306,853 | ▼ -2 | 0.09% | 2026-06-30 |
| Modern Wealth Management, LLC | 7,189 | $306,683 | ▲ +1,517 | 0.00% | 2026-06-30 |
| SAGE RHINO CAPITAL LLC | 7,084 | $302,203 | ▼ -1,106 | 0.05% | 2026-06-30 |
| J.M. Arbour, LLC | 7,019 | $299,431 | ▲ +305 | 0.26% | 2026-06-30 |
| Cetera Trust Company, N.A | 6,910 | $294,781 | ▲ +120 | 0.15% | 2026-06-30 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 6,800 | $290,088 | Unchanged | 0.04% | 2026-06-30 |
| Aspen Grove Capital, LLC | 6,792 | $289,789 | ▼ -933 | 0.04% | 2026-06-30 |
| PCM Encore, LLC | 6,790 | $289,661 | ▼ -2,145 | 0.05% | 2026-06-30 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,724 | $286,846 | ▲ +567 | 0.01% | 2026-06-30 |
| Cooper Financial Group | 6,464 | $275,763 | ▼ -6,896 | 0.02% | 2026-06-30 |
| BSW Wealth Partners | 6,431 | $274,347 | ▼ -1,702 | 0.03% | 2026-06-30 |
| E&G Advisors, LLC | 6,398 | $272,939 | Unchanged | 0.05% | 2026-06-30 |
| ST GERMAIN D J CO INC | 6,385 | $272,384 | ▼ -620 | 0.01% | 2026-06-30 |
| AssuredPartners Investment Advisors, LLC | 6,382 | $272,256 | ▼ -1,209 | 0.03% | 2026-06-30 |
| Gallacher Capital Management LLC | 6,375 | $271,968 | ▼ -878 | 0.15% | 2026-06-30 |
| DRW Securities, LLC | 6,337 | $270,336 | ▼ -10,964 | 0.01% | 2026-06-30 |
| FOCUSED ALPHA, LLC | 6,272 | $267,558 | ▲ +783 | 0.07% | 2026-06-30 |
| Perigon Wealth Management, LLC | 6,199 | $264,430 | ▲ +339 | 0.00% | 2026-06-30 |
| OLD NATIONAL BANCORP /IN/ | 6,184 | $263,808 | ▼ -6,222 | 0.01% | 2026-06-30 |
| Trek Financial, LLC | 6,156 | $262,615 | ▲ +129 | 0.01% | 2026-06-30 |
| SYON CAPITAL LLC | 6,102 | $260,311 | ▲ +1,112 | 0.01% | 2026-06-30 |
| Avior Wealth Management, LLC | 6,093 | $259,927 | ▲ +1,455 | 0.01% | 2026-06-30 |
| CENTRAL TRUST Co | 6,068 | $258,861 | ▲ +220 | 0.00% | 2026-06-30 |
| Advyzon Investment Management, LLC | 6,007 | $256,258 | ▼ -190 | 0.02% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 5,995 | $255,747 | ▼ -1,005 | 0.00% | 2026-06-30 |
| ALTA CAPITAL MANAGEMENT LLC/ | 5,966 | $254,509 | ▼ -92 | 0.02% | 2026-06-30 |
| Kingsview Wealth Management, LLC | 5,958 | $254,173 | ▼ -399 | 0.00% | 2026-06-30 |
| Prospera Financial Services Inc | 5,936 | $253,223 | ▼ -1,186 | 0.00% | 2026-06-30 |
| Capital Investment Advisory Services, LLC | 5,816 | $248,114 | ▲ +1,326 | 0.02% | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | 5,752 | $245,380 | ▼ -55,564 | 0.01% | 2026-06-30 |
| Valeo Financial Advisors, LLC | 5,730 | $244,442 | ▲ +568 | 0.01% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 5,684 | $242,433 | ▼ -6,450 | 0.00% | 2026-06-30 |
| HBK Sorce Advisory LLC | 5,646 | $241,536 | ▼ -528 | 0.00% | 2026-06-30 |
| Patten Group, Inc. | 5,643 | $240,745 | ▼ -153 | 0.04% | 2026-06-30 |
| RFG Advisory, LLC | 5,639 | $240,560 | New position | 0.00% | 2026-06-30 |
| Meridian Wealth Management, LLC | 5,615 | $239,524 | ▼ -1,224 | 0.01% | 2026-06-30 |
| Frec Markets, Inc. | 5,511 | $235,099 | ▲ +289 | 0.02% | 2026-06-30 |
| Johnson Financial Group, LLC | 5,501 | $234,673 | New position | 0.01% | 2026-06-30 |
| SeaCrest Wealth Management, LLC | 5,475 | $233,564 | ▲ +308 | 0.03% | 2026-06-30 |
| Summit Financial, LLC | 5,447 | $232,357 | New position | 0.00% | 2026-06-30 |
| HUB Investment Partners, LLC | 5,429 | $231,601 | New position | 0.00% | 2026-06-30 |
| Prosperity Consulting Group, LLC | 5,418 | $231,132 | ▲ +3 | 0.01% | 2026-06-30 |
| WEATHERLY ASSET MANAGEMENT L. P. | 5,403 | $230,488 | ▼ -1,533 | 0.02% | 2026-06-30 |
| Bruce G. Allen Investments, LLC | 5,366 | $228,914 | ▼ -685 | 0.15% | 2026-06-30 |
| Whetstone Capital Advisors, LLC | 5,329 | $227,335 | ▼ -445 | 0.06% | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | 5,325 | $227,165 | ▼ -450 | 0.01% | 2026-06-30 |
| PERSONAL CFO SOLUTIONS, LLC | 5,306 | $226,354 | ▼ -4,262 | 0.03% | 2026-06-30 |
| Focus Financial Network, Inc. | 5,302 | $226,183 | ▲ +446 | 0.01% | 2026-06-30 |
| EP Wealth Advisors, LLC | 5,281 | $225,303 | ▲ +343 | 0.00% | 2026-06-30 |
| Jacobi Capital Management LLC | 5,256 | $224,211 | ▲ +571 | 0.01% | 2026-06-30 |
| Lloyd Advisory Services, LLC. | 5,244 | $223,709 | New position | 0.09% | 2026-06-30 |
| GF FUND MANAGEMENT CO. LTD. | 5,180 | $220,979 | ▼ -763 | 0.00% | 2026-06-30 |
| CreativeOne Wealth, LLC | 5,152 | $219,784 | ▼ -4,222 | 0.00% | 2026-06-30 |
| Zhang Financial LLC | 5,130 | $218,846 | Unchanged | 0.01% | 2026-06-30 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 5,110 | $217,993 | New position | 0.07% | 2026-06-30 |
| XPONANCE LLC | 5,082 | $216,798 | ▲ +532 | 0.00% | 2026-06-30 |
| StoneX Group Inc. | 4,884 | $214,989 | New position | 0.01% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 5,000 | $213,300 | ▼ -5,783 | 0.00% | 2026-06-30 |
| DLD Asset Management, LP | 5,000 | $213,300 | New position | 0.01% | 2026-06-30 |
| Grove Bank & Trust | 5,000 | $213,300 | ▼ -30 | 0.02% | 2026-06-30 |
| Beacon Bank & Trust | 4,987 | $212,745 | Unchanged | 0.04% | 2026-06-30 |
| PDS Planning, Inc | 4,975 | $212,234 | ▼ -1,582 | 0.01% | 2026-06-30 |
| SAGESPRING WEALTH PARTNERS, LLC | 4,970 | $212,021 | ▲ +159 | 0.00% | 2026-06-30 |
| Kathmere Capital Management, LLC | 4,937 | $210,612 | ▼ -313 | 0.01% | 2026-06-30 |
| Florida Trust Wealth Management Co | 4,797 | $204,640 | New position | 0.01% | 2026-06-30 |
| Bridgewater Advisors Inc. | 4,762 | $204,532 | ▼ -1,466 | 0.01% | 2026-06-30 |
| Intrua Financial, LLC | 4,791 | $204,371 | ▲ +458 | 0.02% | 2026-06-30 |
| TOWNSQUARE CAPITAL LLC | 4,744 | $202,380 | New position | 0.04% | 2026-06-30 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,728 | $201,699 | ▼ -2,093 | 0.00% | 2026-06-30 |
| NIA IMPACT ADVISORS, LLC | 4,723 | $201,483 | New position | 0.08% | 2026-06-30 |
| Aptus Capital Advisors, LLC | 4,703 | $200,630 | New position | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 4,637 | $197,814 | ▼ -2,036 | 0.02% | 2026-06-30 |
| Geneos Wealth Management Inc. | 4,454 | $190,008 | ▼ -11,048 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 4,347 | $187,815 | ▼ -355 | 0.01% | 2026-06-30 |
| CVA Family Office, LLC | 4,200 | $179,172 | Unchanged | 0.02% | 2026-06-30 |
| Archer Investment Corp | 4,072 | $173,712 | Unchanged | 0.03% | 2026-06-30 |
| VALLEY NATIONAL ADVISERS INC | 3,884 | $165,692 | ▼ -546 | 0.02% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 3,570 | $152,296 | ▼ -339 | 0.01% | 2026-06-30 |
| Hara Capital LLC | 3,388 | $144,532 | Unchanged | 0.08% | 2026-06-30 |
| Cromwell Holdings LLC | 3,128 | $133,440 | ▼ -786 | 0.06% | 2026-06-30 |
| Aberdeen Wealth Management LLC | 2,820 | $120,301 | New position | 0.06% | 2026-06-30 |
| Caldwell Trust Co | 2,473 | $105,498 | ▼ -176 | 0.01% | 2026-06-30 |
| Knights of Columbus Asset Advisors LLC | 2,405 | $102,597 | ▼ -1,284 | 0.01% | 2026-06-30 |
| Cullen/Frost Bankers, Inc. | 2,337 | $99,696 | ▲ +10 | 0.00% | 2026-06-30 |
| BROWN BROTHERS HARRIMAN & CO | 2,327 | $99,270 | ▲ +1,149 | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 1,156,434 | $99,206 | ▲ +255,474 | 0.25% | 2026-06-30 |
| JNBA Financial Advisors | 2,323 | $99,100 | Unchanged | 0.01% | 2026-06-30 |
| Manchester Capital Management LLC | 2,261 | $96,455 | ▲ +654 | 0.01% | 2026-06-30 |
| Corient IA LP | 2,120 | $90,439 | New position | 0.08% | 2026-06-30 |
| Quintet Private Bank (Europe) S.A. | 2,050 | $87,453 | Unchanged | 0.01% | 2026-06-30 |
| SITTNER & NELSON, LLC | 2,000 | $85,320 | Unchanged | 0.03% | 2026-06-30 |
| Indiana Trust & Investment Management Co | 1,848 | $78,836 | Unchanged | 0.02% | 2026-06-30 |
| CHELSEA COUNSEL CO | 1,845 | $78,708 | Unchanged | 0.03% | 2026-06-30 |
| PICTON MAHONEY ASSET MANAGEMENT | 170,000 | $78,200 | Unchanged | 0.00% | 2026-06-30 |
| Spire Wealth Management | 1,823 | $77,789 | ▲ +28 | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,788 | $76,276 | Unchanged | 0.00% | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / DE | 1,644 | $70,125 | ▼ -2,682 | 0.01% | 2026-06-30 |
| WealthCollab, LLC | 1,469 | $62,668 | ▲ +416 | 0.02% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 1,457 | $62,135 | ▼ -1,067 | 0.00% | 2026-06-30 |
| MATHER GROUP, LLC. | 1,431 | $61,046 | ▲ +204 | 0.00% | 2026-06-30 |
| Truvestments Capital LLC | 1,402 | $59,809 | ▼ -59 | 0.01% | 2026-06-30 |
| Costello Asset Management, INC | 1,400 | $59,724 | Unchanged | 0.02% | 2026-06-30 |
| Dunhill Financial, LLC | 1,354 | $57,761 | ▲ +936 | 0.01% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 1,239 | $52,837 | New position | 0.00% | 2026-06-30 |
| SUMMIT SECURITIES GROUP LLC | 1,100 | $46,926 | New position | 0.00% | 2026-06-30 |
| Owl Creek Wealth Partners LLC | 1,084 | $46,244 | ▼ -53 | 0.01% | 2026-06-30 |
| Meramec Financial Planners, LLC | 1,025 | $45,100 | Unchanged | 0.02% | 2026-06-30 |
| WEBSTER BANK, N. A. | 1,000 | $42,660 | Unchanged | 0.00% | 2026-06-30 |
| UMB Bank, n.a. | 978 | $41,721 | ▲ +226 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 959 | $40,908 | ▼ -2,324 | 0.00% | 2026-06-30 |
| MONTAG A & ASSOCIATES INC | 935 | $39,888 | ▲ +37 | 0.00% | 2026-06-30 |
| Wilmington Savings Fund Society, FSB | 929 | $39,631 | ▼ -448 | 0.00% | 2026-06-30 |
| Prestige Wealth Management Group LLC | 850 | $36,261 | Unchanged | 0.01% | 2026-06-30 |
| Leonteq Securities AG | 835 | $35,629 | ▲ +228 | 0.00% | 2026-06-30 |
| First Command Advisory Services, Inc. | 782 | $33,360 | ▲ +730 | 0.00% | 2026-06-30 |
| Brentview Investment Management LLC | 763 | $32,550 | Unchanged | 0.01% | 2026-06-30 |
| CDKV HOLDINGS LLC | 750 | $31,995 | Unchanged | 0.03% | 2026-06-30 |
| DV EQUITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Fusion Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TD PRIVATE CLIENT WEALTH LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LEUTHOLD GROUP, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Redwood Grove Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AMG National Trust Bank | 0 | $0 | Sold out | 2026-06-30 | |
| CGN Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0 | $0 | Sold out | 2026-06-30 | |
| Cinctive Capital Management LP | 0 | $0 | Sold out | 2026-06-30 | |
| CRUX WEALTH ADVISORS | 0 | $0 | Sold out | 2026-06-30 | |
| EPG Wealth Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Meriwether Wealth & Planning, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Unique Wealth Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Keystone Financial Services | 0 | $0 | Sold out | 2026-06-30 | |
| Beverly Hills Private Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Athena Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Avantra Family Wealth, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| American State Bank (Iowa) | 0 | $0 | Sold out | 2026-06-30 | |
| Jefferies Financial Group Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN CITY PRIVATE WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Enhancement Trust Services, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Tranquilli Financial Advisor LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SPWM Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Gateway Wealth Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Cordgrass Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Revisor Wealth Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GFS Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Clearbridge Investments, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| IFS Group,LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Rehmann Capital Advisory Group | 0 | $0 | Sold out | 2026-06-30 | |
| BINGHAM PRIVATE WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| OneDigital Investment Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| FLC Capital Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Collaborative Fund Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SummitTX Capital, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Old North State Trust, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Epoch Investment Partners, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Kestra Investment Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Cresset Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ledyard National Bank | 0 | $0 | Sold out | 2026-06-30 | |
| Leonard Rickey Investment Advisors P.L.L.C. | 0 | $0 | Sold out | 2026-06-30 | |
| Foyston, Gordon & Payne Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Essex Financial Services, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Interchange Capital Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Nolet Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Harrington Investments, INC | 0 | $0 | Sold out | 2026-06-30 | |
| Bond & Devick Financial Network, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Opal Wealth Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| West Family Investments, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Kendall Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| COMMERCE BANK | 0 | $0 | Sold out | 2026-06-30 | |
| Brookstone Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Symphony Financial, Ltd. Co. | 0 | $0 | Sold out | 2026-06-30 | |
| Larry Mathis Financial Planning, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| 180 WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Net Worth Advisory Group | 0 | $0 | Sold out | 2026-06-30 | |
| BANK OZK | 0 | $0 | Sold out | 2026-06-30 | |
| Resonant Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PATTEN & PATTEN INC/TN | 0 | $0 | Sold out | 2026-06-30 | |
| PARK NATIONAL CORP /OH/ | 0 | $0 | Sold out | 2026-06-30 | |
| Maia Wealth LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MONECO ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Destiny Wealth Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Fairway Wealth LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AdvisorNet Financial, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Pingora Partners LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Wellington Grp LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 0 | $0 | Sold out | 2026-06-30 | |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Innovative Asset Advisors Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EFG International AG | 0 | $0 | Sold out | 2026-06-30 | |
| Financial Freedom, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MPWM ADVISORY SOLUTIONS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Key Capital Management, INC | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Science Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TFC Financial Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Western Pacific Wealth Management, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Stone House Investment Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Napier Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Crewe Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Intentional Wealth Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Godfrey Financial Associates, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| BFSG, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ALBION FINANCIAL GROUP /UT | 0 | $0 | Sold out | 2026-06-30 | |
| Abound Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| MBM WEALTH CONSULTANTS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Goodman Advisory Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Nvest Wealth Strategies, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| PMV Capital Advisers, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TOTH FINANCIAL ADVISORY CORP | 0 | $0 | Sold out | 2026-06-30 | |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0 | Sold out | 0.00% | 2026-06-30 |