← All institutions

Institutional Holdings

SOUN

Ownership Summary

Institutions Holding
526
Total Shares Held
200,535,309
Total Value Held
$1,304,469,068
Quarter
2026-06-30

Active Positions

Increased Positions
148
95,018,077 shares
Decreased Positions
129
52,739,956 shares
Held Positions
89
1,647,225 shares
New Positions
84
51,130,051 shares
Sold Out Positions
76
6,514,807 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 33,984,088 $219,877,049 ▲ +1,575,327 0.00% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 25,882,174 $167,457,666 New position 0.01% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 18,060,812 $116,853,454 New position 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,701,756 $82,180,361 ▼ -1,333,932 0.01% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 10,411,071 $67,372,396 ▲ +800,176 0.00% 2026-06-30
STATE STREET CORP 10,048,444 $65,013,433 ▲ +963,203 0.00% 2026-06-30
UBS Group AG 7,270,337 $47,034,216 ▼ -1,531,984 0.01% 2026-06-30
BANK OF AMERICA CORP /DE/ 7,268,230 $47,025,448 ▲ +1,385,458 0.00% 2026-06-30
MORGAN STANLEY 6,486,149 $41,960,838 ▼ -621,618 0.00% 2026-06-30
JANE STREET GROUP, LLC 5,573,336 $35,742,731 ▼ -2,726,922 0.00% 2026-06-30
CITADEL ADVISORS LLC 5,086,512 $32,909,733 ▼ -1,127,407 0.00% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 1,107,438 $25,803,208 ▼ -32,111 0.02% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,547,623 $22,953,121 ▲ +209,350 0.00% 2026-06-30
NORTHERN TRUST CORP 3,439,694 $22,254,819 ▲ +273,292 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 2,859,262 $18,499,425 New position 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,756,221 $17,829,683 ▲ +104,322 0.02% 2026-06-30
SIMPLEX TRADING, LLC 2,174,400 $14,068,368 ▲ +886,500 0.01% 2026-06-30
LPL Financial LLC 1,937,307 $12,534,377 ▲ +166,239 0.00% 2026-06-30
IMC-Chicago, LLC 1,702,617 $11,015,932 ▼ -489,712 0.00% 2026-06-30
Sculptor Capital LP 1,497,200 $9,686,884 ▲ +97,200 0.08% 2026-06-30
FIRST TRUST ADVISORS LP 1,245,412 $8,057,815 ▲ +129,928 0.00% 2026-06-30
GOLDMAN SACHS GROUP INC 1,145,786 $7,413,233 ▼ -7,485,092 0.00% 2026-06-30
Bank of New York Mellon Corp 1,126,606 $7,289,138 ▼ -91,997 0.00% 2026-06-30
SRS Investment Management, LLC 1,019,072 $6,593,396 New position 0.06% 2026-06-30
GROUP ONE TRADING LLC 1,011,832 $6,546,553 ▼ -312,168 0.01% 2026-06-30
Nuveen, LLC 990,278 $6,407,100 ▲ +10,196 0.00% 2026-06-30
Swiss National Bank 783,100 $5,066,657 ▲ +16,000 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 779,029 $5,040,318 ▲ +95,609 0.00% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 672,929 $4,353,851 ▲ +30,174 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 649,635 $4,200,761 ▼ -18,039 0.00% 2026-06-30
TOCQUEVILLE ASSET MANAGEMENT L.P. 623,413 $4,033,482 Unchanged 0.05% 2026-06-30
WELLS FARGO & COMPANY/MN 613,429 $3,968,888 ▲ +208,378 0.00% 2026-06-30
BANK OF MONTREAL /CAN/ 588,690 $3,807,686 ▼ -329,827 0.00% 2026-06-30
Walleye Trading LLC 568,139 $3,675,859 ▲ +285,039 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 524,139 $3,600,835 ▲ +73,238 0.00% 2026-06-30
JPMORGAN CHASE & CO 524,699 $3,473,198 ▼ -296,792 0.00% 2026-06-30
RHUMBLINE ADVISERS 501,925 $3,247,440 ▲ +34,320 0.00% 2026-06-30
Verition Fund Management LLC 498,900 $3,227,883 ▲ +31,500 0.02% 2026-06-30
D. E. Shaw & Co., Inc. 498,657 $3,226,311 ▼ -1,444,343 0.00% 2026-06-30
Clear Street Group Inc. 473,083 $3,060,847 ▼ -153,195 0.01% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 447,485 $2,895,228 ▲ +7,462 0.00% 2026-06-30
Mitsubishi UFJ Asset Management Co., Ltd. 442,666 $2,864,049 ▲ +172,114 0.00% 2026-06-30
CAPITAL FUND MANAGEMENT S.A. 441,222 $2,854,706 ▼ -85,878 0.01% 2026-06-30
CITIGROUP INC 440,512 $2,850,113 ▲ +219,901 0.00% 2026-06-30
Marex Group Ltd 437,637 $2,831,511 ▼ -746,863 0.01% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 288,816 $2,829,435 ▼ -84,587 0.00% 2026-06-30
Balyasny Asset Management L.P. 426,667 $2,760,535 ▲ +237,496 0.00% 2026-06-30
CANTOR FITZGERALD, L. P. 413,334 $2,674,271 ▼ -184,543 0.03% 2026-06-30
Headlands Technologies LLC 397,524 $2,571,980 ▲ +173,398 0.27% 2026-06-30
Invesco Ltd. 395,331 $2,557,792 New position 0.00% 2026-06-30
PEAK6 LLC 363,935 $2,354,659 ▲ +148,035 0.00% 2026-06-30
VANGUARD ASSET MANAGEMENT, Ltd 361,937 $2,341,732 New position 0.00% 2026-06-30
Private Advisor Group, LLC 351,315 $2,273,015 ▲ +21,420 0.01% 2026-06-30
ExodusPoint Capital Management, LP 331,969 $2,147,839 New position 0.01% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 305,990 $1,961,396 ▲ +18,146 0.00% 2026-06-30
Legal & General Group Plc 300,878 $1,946,681 ▲ +4,696 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 289,331 $1,871,972 ▼ -64,566 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 273,950 $1,716,719 ▲ +48,738 0.00% 2026-06-30
Cetera Investment Advisers 258,461 $1,672,243 ▼ -21,785 0.00% 2026-06-30
AXQ CAPITAL, LP 254,744 $1,648,194 ▲ +203,345 0.18% 2026-06-30
KIECKHEFER GROUP LLC 254,000 $1,643,380 Unchanged 0.67% 2026-06-30
Quantinno Capital Management LP 249,065 $1,611,452 ▲ +164,471 0.00% 2026-06-30
Atom Investors LP 244,049 $1,578,997 New position 0.14% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 239,470 $1,549,370 ▼ -3,557 0.00% 2026-06-30
ROYAL BANK OF CANADA 238,106 $1,541,000 ▼ -2,376 0.00% 2026-06-30
Graham Capital Management, L.P. 235,000 $1,520,450 New position 0.03% 2026-06-30
MetLife Investment Management, LLC 234,208 $1,515,326 ▲ +28,590 0.01% 2026-06-30
Warm Springs Advisors Inc. 216,570 $1,401,208 ▲ +80,470 0.97% 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 199,219 $1,288,947 ▲ +18,844 0.00% 2026-06-30
Corient Private Wealth LP 176,764 $1,143,665 ▲ +156,612 0.00% 2026-06-30
Themes Management Co LLC 173,498 $1,122,532 ▼ -17,946 0.74% 2026-06-30
Jupiter Topco LLC 160,815 $1,039,669 New position 0.00% 2026-06-30
Walleye Capital LLC 156,503 $1,012,574 ▼ -178,860 0.00% 2026-06-30
Vanguard Global Advisers, LLC 152,014 $983,531 New position 0.00% 2026-06-30
CREDIT AGRICOLE S A 150,887 $976,239 ▲ +17,874 0.00% 2026-06-30
Daiwa Securities Group Inc. 147,100 $951,737 ▲ +138,700 0.00% 2026-06-30
NOMURA HOLDINGS INC 146,748 $949,460 ▼ -52,866 0.00% 2026-06-30
MARSHALL WACE, LLP 144,499 $934,909 New position 0.00% 2026-06-30
State of New Jersey Common Pension Fund D 141,564 $915,919 ▼ -145,655 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 138,662 $897,143 ▲ +22,700 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 138,462 $895,848 ▲ +36,790 0.00% 2026-06-30
Mariner, LLC 133,065 $860,929 ▼ -13,412 0.00% 2026-06-30
NewEdge Advisors, LLC 132,072 $854,509 ▲ +36,415 0.00% 2026-06-30
ALGERT GLOBAL LLC 129,500 $837,865 New position 0.01% 2026-06-30
Crawford Fund Management, LLC 125,000 $808,750 ▲ +13,000 0.12% 2026-06-30
Russell Investments Group, Ltd. 124,982 $808,633 ▲ +76,440 0.00% 2026-06-30
FIRST MANHATTAN CO. LLC. 121,359 $785,193 Unchanged 0.00% 2026-06-30
Hennion & Walsh Asset Management, Inc. 118,662 $767,743 ▲ +19,133 0.02% 2026-06-30
Police & Firemen's Retirement System of New Jersey 118,051 $763,790 ▲ +13,117 0.01% 2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 117,001 $756,996 ▲ +20,406 0.00% 2026-06-30
Creative Planning 116,946 $750,434 ▼ -60,645 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 114,570 $741,268 New position 0.00% 2026-06-30
Quantbot Technologies LP 112,801 $729,822 New position 0.03% 2026-06-30
Focus Partners Wealth 108,913 $704,666 ▼ -32,752 0.00% 2026-06-30
ARIZONA STATE RETIREMENT SYSTEM 107,689 $696,748 ▲ +1,235 0.00% 2026-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC 105,436 $682,171 ▲ +4,781 0.01% 2026-06-30
HARBOUR INVESTMENTS, INC. 104,809 $678,114 ▲ +1,937 0.01% 2026-06-30
Wealth Management Associates, Inc. 103,565 $670,066 ▲ +33,120 0.18% 2026-06-30
Vanguard Investments Australia, Ltd. 102,748 $664,780 New position 0.00% 2026-06-30
ALPS ADVISORS INC 101,888 $659,215 ▲ +7,641 0.00% 2026-06-30
Kovack Advisors, Inc. 98,595 $656,587 ▲ +38,600 0.03% 2026-06-30
AlphaCentric Advisors LLC 100,000 $647,000 ▲ +25,000 0.55% 2026-06-30
Vontobel Holding Ltd. 97,655 $631,828 ▲ +83,792 0.00% 2026-06-30
Sigma Planning Corp 96,940 $627,202 ▼ -6,388 0.02% 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 96,768 $626,089 Unchanged 0.01% 2026-06-30
SBI Securities Co., Ltd. 95,144 $615,582 ▼ -10,955 0.01% 2026-06-30
Squarepoint Ops LLC 93,700 $606,239 ▼ -58,800 0.00% 2026-06-30
BURR FINANCIAL SERVICES, LLC 88,379 $571,812 ▼ -1,800 0.35% 2026-06-30
Concurrent Investment Advisors, LLC 87,766 $567,846 ▲ +54,458 0.00% 2026-06-30
KLP KAPITALFORVALTNING AS 85,300 $551,891 Unchanged 0.00% 2026-06-30
MML INVESTORS SERVICES, LLC 84,833 $548,870 ▼ -7,281 0.00% 2026-06-30
BIRCH FINANCIAL GROUP, LLC 84,097 $544,105 ▼ -25,942 0.28% 2026-06-30
STIFEL FINANCIAL CORP 81,462 $527,061 ▼ -44,737 0.00% 2026-06-30
Global Retirement Partners, LLC 84,272 $527,060 ▲ +47,367 0.01% 2026-06-30
TRUIST FINANCIAL CORP 81,083 $524,607 ▲ +1,658 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 78,525 $521,407 ▲ +23,660 0.00% 2026-06-30
Brevan Howard Capital Management LP 78,503 $507,915 ▼ -13,480 0.00% 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 76,274 $493,493 ▲ +11,574 0.00% 2026-06-30
Point72 Asset Management, L.P. 73,900 $478,133 ▼ -15,600 0.00% 2026-06-30
Rockefeller Capital Management L.P. 71,251 $460,994 ▼ -8,927 0.00% 2026-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 68,980 $446,301 Unchanged 0.00% 2026-06-30
J. Safra Sarasin Holding AG 68,907 $445,961 New position 0.01% 2026-06-30
BARCLAYS PLC 68,861 $445,530 ▼ -6,483 0.00% 2026-06-30
AssuredPartners Investment Advisors, LLC 66,792 $432,145 ▼ -4,701 0.04% 2026-06-30
FMR LLC 66,744 $431,833 ▼ -26,693 0.00% 2026-06-30
PRUDENTIAL FINANCIAL INC 66,545 $430,546 ▲ +5,660 0.00% 2026-06-30
ARISTEIA CAPITAL, L.L.C. 224,965 $429,683 ▼ -7,434 0.01% 2026-06-30
Waverly Advisors, LLC 64,132 $414,934 ▲ +4,138 0.00% 2026-06-30
Ethos Financial Group, LLC 63,884 $413,329 ▲ +29,947 0.03% 2026-06-30
Federation des caisses Desjardins du Quebec 63,032 $407,817 ▼ -356 0.00% 2026-06-30
Pictet Asset Management Holding SA 62,013 $401,224 Unchanged 0.00% 2026-06-30
Torrey Growth & Income Advisors 61,950 $395,799 ▼ -2,100 0.13% 2026-06-30
Kestra Advisory Services, LLC 60,610 $392,147 ▼ -6,293 0.00% 2026-06-30
Vident Advisory, LLC 59,560 $385,354 New position 0.00% 2026-06-30
Universal- Beteiligungs- und Servicegesellschaft mbH 58,871 $380,895 ▲ +25,947 0.00% 2026-06-30
OPPENHEIMER & CO INC 56,753 $367,192 ▲ +11,344 0.00% 2026-06-30
VestGen Advisors, LLC 56,724 $367,004 ▼ -48,351 0.01% 2026-06-30
Blackstone Inc. 56,111 $363,038 New position 0.00% 2026-06-30
PNC Financial Services Group, Inc. 52,793 $341,571 ▲ +35,600 0.00% 2026-06-30
ProShare Advisors LLC 52,406 $339,067 ▼ -5,008 0.00% 2026-06-30
STATE OF WISCONSIN INVESTMENT BOARD 52,231 $337,935 ▲ +14,402 0.00% 2026-06-30
Stratos Wealth Partners, LTD. 51,601 $333,858 ▼ -11,815 0.00% 2026-06-30
Hilltop Holdings Inc. 51,409 $332,616 ▲ +51 0.03% 2026-06-30
NEUBERGER BERMAN GROUP LLC 51,210 $331,328 ▼ -400 0.00% 2026-06-30
Meridian Wealth Management, LLC 50,595 $327,350 ▼ -486 0.01% 2026-06-30
Sanctuary Advisors, LLC 50,544 $327,020 ▲ +12,790 0.00% 2026-06-30
WCG Wealth Advisors LLC 49,478 $320,126 ▼ -7,798 0.01% 2026-06-30
XTX Topco Ltd 48,627 $314,617 ▼ -127,864 0.00% 2026-06-30
Focus Financial Network, Inc. 48,229 $312,042 ▲ +8,516 0.01% 2026-06-30
TWO SIGMA SECURITIES, LLC 47,486 $307,234 ▲ +29,367 0.03% 2026-06-30
Vanguard Personalized Indexing Management, LLC 46,760 $302,537 ▼ -12,158 0.00% 2026-06-30
JB Capital LLC 46,289 $299,490 ▲ +980 0.01% 2026-06-30
Wealthfront Advisers LLC 46,115 $298,364 ▲ +13,289 0.00% 2026-06-30
BLAIR WILLIAM & CO/IL 45,816 $296,430 ▲ +18,320 0.00% 2026-06-30
Accel Wealth Management 45,622 $295,174 ▲ +374 0.07% 2026-06-30
SEI INVESTMENTS CO 45,519 $294,515 ▲ +77 0.00% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 45,210 $292,509 ▲ +1,579 0.00% 2026-06-30
ALLSTATE CORP 45,193 $292,399 New position 0.00% 2026-06-30
Odyssean, LLC 43,892 $283,981 ▲ +25,872 0.05% 2026-06-30
KICKSTAND VENTURES, LLC. 43,048 $278,521 ▼ -53 0.05% 2026-06-30
IFC & Insurance Marketing, Inc. 42,255 $273,390 ▲ +6,427 0.24% 2026-06-30
UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,564 $268,919 ▲ +3,506 0.00% 2026-06-30
One Wealth Management Investment & Advisory Services, LLC 41,398 $267,845 ▼ -24,602 0.28% 2026-06-30
Trueblood Wealth Management, LLC 41,200 $266,564 Unchanged 0.09% 2026-06-30
KEYNOTE FINANCIAL SERVICES LLC 40,588 $262,604 ▲ +3,267 0.12% 2026-06-30
XPONANCE LLC 39,563 $255,973 ▲ +3,437 0.00% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 56,825 $254,816 ▲ +9,183 0.00% 2026-06-30
OpenArc Corporate Advisory, LLC 38,494 $249,056 ▼ -45,105 0.00% 2026-06-30
Integrated Wealth Concepts LLC 38,466 $248,876 ▲ +3,903 0.00% 2026-06-30
McGowan Group Asset Management, Inc. 37,597 $243,253 Unchanged 0.03% 2026-06-30
FRANKLIN RESOURCES INC 37,172 $240,503 ▼ -59,979 0.00% 2026-06-30
SEB Asset Management AB 36,676 $237,294 ▲ +379 0.00% 2026-06-30
Ameritas Investment Partners, Inc. 36,325 $235,023 ▲ +5,712 0.01% 2026-06-30
Bleakley Financial Group, LLC 35,853 $231,969 ▲ +5,814 0.00% 2026-06-30
Equitable Holdings, Inc. 34,866 $225,583 ▼ -3,295 0.00% 2026-06-30
IFP Advisors, Inc 32,748 $211,880 ▲ +3,163 0.00% 2026-06-30
Authentikos Wealth Advisory, LLC 32,449 $209,945 ▲ +10,187 0.13% 2026-06-30
AE Wealth Management LLC 31,815 $205,842 ▲ +3,898 0.00% 2026-06-30
Steward Partners Investment Advisory, LLC 31,731 $205,297 ▼ -826 0.00% 2026-06-30
Mutual Advisors, LLC 31,587 $204,368 ▲ +1,476 0.00% 2026-06-30
PRINCIPAL FINANCIAL GROUP INC 30,603 $198,001 ▲ +2,554 0.00% 2026-06-30
VIRGINIA RETIREMENT SYSTEMS ET Al 30,600 $197,982 New position 0.00% 2026-06-30
Traynor Capital Management, Inc. 30,055 $194,453 ▲ +4,368 0.01% 2026-06-30
Essex LLC 28,545 $184,686 ▲ +9,980 0.03% 2026-06-30
OneDigital Investment Advisors LLC 28,227 $182,629 ▼ -3,991 0.00% 2026-06-30
Prospera Financial Services Inc 28,090 $181,733 ▼ -7,275 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 27,986 $181,070 ▼ -6,796 0.00% 2026-06-30
Whalen Wealth Management Inc. 27,500 $177,925 New position 0.08% 2026-06-30
Swiss Life Asset Management Ltd 27,054 $175,039 ▲ +1,801 0.00% 2026-06-30
Hamilton Wealth, LLC 26,661 $172,497 New position 0.03% 2026-06-30
&PARTNERS 26,610 $172,167 ▼ -3,480 0.00% 2026-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 25,608 $171,061 ▼ -4,343 0.01% 2026-06-30
Independent Advisor Alliance 26,124 $169,025 ▲ +176 0.00% 2026-06-30
COMMONS CAPITAL, LLC 25,806 $166,963 ▲ +733 0.12% 2026-06-30
Nykredit A/S 25,473 $164,810 New position 0.00% 2026-06-30
CreativeOne Wealth, LLC 25,234 $163,264 ▲ +6,519 0.00% 2026-06-30
Concorde Asset Management, LLC 24,830 $160,650 ▼ -6,030 0.09% 2026-06-30
Allspring Global Investments Holdings, LLC 23,855 $159,351 ▲ +1,708 0.00% 2026-06-30
CIBC Bancorp USA Inc. 24,433 $158,079 ▲ +1,880 0.00% 2026-06-30
MAI Capital Management 23,953 $154,976 ▲ +5,611 0.00% 2026-06-30
Ensign Peak Advisors, Inc 23,200 $150,104 ▲ +150 0.00% 2026-06-30
INDEPENDENT FINANCIAL GROUP, LLC 23,058 $149,186 ▼ -235 0.00% 2026-06-30
Cerity Partners LLC 22,665 $146,640 ▼ -714 0.00% 2026-06-30
Allworth Financial LP 22,539 $145,827 ▲ +2,537 0.00% 2026-06-30
NFSG Corp 21,850 $141,370 ▼ -2,700 0.02% 2026-06-30
GUGGENHEIM CAPITAL LLC 21,663 $140,160 ▲ +4,295 0.00% 2026-06-30
Ameritas Advisory Services, LLC 21,191 $137,103 New position 0.00% 2026-06-30
HARBOR INVESTMENT ADVISORY, LLC 20,550 $132,959 ▼ -1,000 0.01% 2026-06-30
STEINBERGANNA WEALTH MANAGEMENT 20,475 $132,473 Unchanged 0.05% 2026-06-30
Tower Research Capital LLC (TRC) 19,930 $128,947 ▼ -23,337 0.00% 2026-06-30
GTS SECURITIES LLC 19,844 $128,391 New position 0.00% 2026-06-30
Rakuten Securities, Inc. 19,837 $128,345 ▼ -18,709 0.03% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 19,691 $127,401 ▲ +31 0.00% 2026-06-30
Genesee Capital Advisors, LLC 19,641 $127,077 ▼ -5,000 0.04% 2026-06-30
Clearstead Advisors, LLC 18,914 $122,374 ▼ -3,208 0.00% 2026-06-30
M.E. ALLISON & CO., INC. 18,900 $122,283 Unchanged 0.07% 2026-06-30
Pallas Capital Advisors LLC 18,630 $120,536 ▲ +4 0.00% 2026-06-30
Tidal Investments LLC 18,416 $119,152 ▼ -1,795 0.00% 2026-06-30
DNB Asset Management AS 18,258 $118,129 ▼ -2,672 0.00% 2026-06-30
Nokomis Capital, L.L.C. 17,600 $113,872 ▼ -6,900 0.04% 2026-06-30
Apollon Wealth Management, LLC 17,583 $113,761 ▲ +4,516 0.00% 2026-06-30
Valeo Financial Advisors, LLC 17,302 $111,941 New position 0.00% 2026-06-30
J.W. COLE ADVISORS, INC. 17,168 $111,077 New position 0.00% 2026-06-30
VIAWEALTH, LLC 16,900 $109,343 ▲ +5,400 0.06% 2026-06-30
Farther Finance Advisors, LLC 16,867 $108,968 ▲ +7,727 0.00% 2026-06-30
LAZARI CAPITAL MANAGEMENT, INC. 16,755 $108,405 New position 0.03% 2026-06-30
State of Wyoming 16,705 $108,081 New position 0.01% 2026-06-30
Sterling Investment Counsel, LLC 16,697 $108,030 ▼ -6,090 0.03% 2026-06-30
Twelve Points Wealth Management LLC 16,094 $104,128 ▲ +5,057 0.02% 2026-06-30
KERR FINANCIAL PLANNING Corp 16,000 $103,520 ▼ -3,000 0.12% 2026-06-30
Pathstone Holdings, LLC 15,971 $103,333 ▼ -222 0.00% 2026-06-30
PFG Investments, LLC 15,841 $102,491 New position 0.00% 2026-06-30
AlphaGrep UK Ltd 15,748 $101,890 New position 0.03% 2026-06-30
Wealthcare Advisory Partners LLC 15,314 $99,082 ▼ -3,249 0.00% 2026-06-30
Summit Trail Advisors, LLC 15,281 $98,868 ▲ +63 0.00% 2026-06-30
Jefferies Financial Group Inc. 15,000 $97,050 Unchanged 0.00% 2026-06-30
FinDec Wealth Services, Inc. 15,000 $97,050 New position 0.11% 2026-06-30
Kessler Investment Group, LLC 14,686 $95,018 ▼ -600 0.04% 2026-06-30
Jain Global LLC 14,678 $94,967 New position 0.00% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,516 $93,919 ▲ +1,509 0.00% 2026-06-30
MONEY CONCEPTS CAPITAL CORP 14,198 $91,861 New position 0.00% 2026-06-30
CIBC WORLD MARKET INC. 14,084 $91,123 ▼ -15,124 0.00% 2026-06-30
D.A. DAVIDSON & CO. 14,082 $91,111 ▲ +3,268 0.00% 2026-06-30
Empowered Funds, LLC 13,396 $86,672 ▼ -500 0.00% 2026-06-30
Wealth Preservation Advisors, LLC 13,360 $86,439 Unchanged 0.05% 2026-06-30
LCM Capital Management Inc 12,975 $83,948 New position 0.04% 2026-06-30
Alpine Global Management, LLC 12,862 $83,217 New position 0.01% 2026-06-30
Alliance Wealth Advisors, LLC 12,758 $82,544 Unchanged 0.03% 2026-06-30
Spartan Wealth Advisory Services LLC 12,700 $82,169 ▲ +2,000 0.01% 2026-06-30
MISSION WEALTH MANAGEMENT, LP 12,548 $81,187 ▼ -658 0.00% 2026-06-30
Vise Technologies, Inc. 12,529 $81,061 New position 0.00% 2026-06-30
Capstone Capital Management Ltd 12,422 $80,370 New position 0.04% 2026-06-30
HUB Investment Partners, LLC 12,332 $79,788 New position 0.00% 2026-06-30
RMR Wealth Builders 12,276 $79,426 ▲ +596 0.00% 2026-06-30
SFMG, LLC 12,185 $78,837 ▲ +2,000 0.00% 2026-06-30
CIBC Asset Management Inc 12,069 $78,086 ▼ -1,969 0.00% 2026-06-30
MRP Capital Investments, LLC 12,000 $77,640 ▲ +300 0.06% 2026-06-30
CONNABLE OFFICE INC 11,957 $77,362 Unchanged 0.01% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 11,593 $75,007 ▼ -5,627 0.00% 2026-06-30
Sargent Investment Group, LLC 11,550 $74,729 New position 0.01% 2026-06-30
Csenge Advisory Group 11,526 $74,574 ▼ -385 0.00% 2026-06-30
Curi Capital, LLC 11,442 $74,030 New position 0.00% 2026-06-30
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,051 $71,500 ▼ -2,564 0.06% 2026-06-30
SILVER OAK SECURITIES, INCORPORATED 10,778 $69,734 ▼ -236 0.00% 2026-06-30
180 WEALTH ADVISORS, LLC 10,550 $68,259 ▲ +504 0.01% 2026-06-30
Matisse Capital 10,405 $67,320 New position 0.03% 2026-06-30
Summit Financial, LLC 10,387 $67,204 ▼ -673 0.00% 2026-06-30
EP Wealth Advisors, LLC 10,290 $66,576 ▼ -2,292 0.00% 2026-06-30
Fifth Third Wealth Advisors LLC 10,256 $66,356 New position 0.00% 2026-06-30
Capstone Wealth Management Group, Inc. 10,235 $66,220 New position 0.04% 2026-06-30
Avestar Capital, LLC 10,100 $65,347 ▼ -6,000 0.00% 2026-06-30
Archford Capital Strategies, LLC 10,069 $65,146 ▲ +65 0.01% 2026-06-30
ZACKS INVESTMENT MANAGEMENT 10,000 $64,705 ▼ -251 0.00% 2026-06-30
CSS LLC/IL 10,000 $64,700 ▼ -67,745 0.00% 2026-06-30
TTP Investments, Inc. 10,000 $64,700 New position 0.03% 2026-06-30
Opal Wealth Advisors, LLC 10,000 $64,700 Unchanged 0.01% 2026-06-30
T3 Companies, LLC 10,000 $64,700 New position 0.07% 2026-06-30
Stonehage Fleming Financial Services Holdings Ltd 8,450 $54,671 ▼ -8,450 0.00% 2026-06-30
SIGNATUREFD, LLC 8,350 $54,025 ▼ -144 0.00% 2026-06-30
MATHER GROUP, LLC. 8,021 $51,896 Unchanged 0.00% 2026-06-30
LifeSteps Financial, Inc. 7,674 $49,651 New position 0.02% 2026-06-30
VR Advisory Services Ltd 25,000 $48,000 Unchanged 0.00% 2026-06-30
CoreCap Advisors, LLC 7,345 $47,522 ▼ -30 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 7,039 $45,542 ▼ -3,393 0.00% 2026-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 7,000 $45,290 Unchanged 0.00% 2026-06-30
Advisors Asset Management, Inc. 6,965 $45,064 ▼ -12 0.00% 2026-06-30
TD Waterhouse Canada Inc. 6,200 $41,422 ▼ -4,738 0.00% 2026-06-30
Bogart Wealth, LLC 6,015 $38,917 ▼ -14,854 0.00% 2026-06-30
Pioneer Family Office, LLC 6,000 $38,820 ▲ +2,000 0.02% 2026-06-30
DecisionPoint Financial, LLC 5,781 $38,618 ▼ -1,000 0.01% 2026-06-30
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5,780 $37,397 ▼ -843 0.00% 2026-06-30
WOLVERINE ASSET MANAGEMENT LLC 5,453 $35,281 ▼ -4,357 0.00% 2026-06-30
Strategic Wealth Partners, Ltd. 5,130 $33,191 Unchanged 0.00% 2026-06-30
Financial Management Professionals, Inc. 5,050 $32,674 Unchanged 0.00% 2026-06-30
Larson Financial Group LLC 4,856 $31,418 ▼ -2,397 0.00% 2026-06-30
Arax Advisory Partners 4,806 $31,098 ▲ +2,122 0.00% 2026-06-30
Medallion Wealth Advisors, LLC 4,687 $30,324 ▼ -972 0.01% 2026-06-30
Geneos Wealth Management Inc. 4,083 $26,417 ▲ +775 0.00% 2026-06-30
HOLLENCREST CAPITAL MANAGEMENT 3,700 $23,939 ▲ +85 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,594 $23,254 ▼ -1,855 0.00% 2026-06-30
Fortitude Family Office, LLC 3,417 $22,108 Unchanged 0.00% 2026-06-30
Kozak & Associates, Inc. 3,237 $21,623 Unchanged 0.00% 2026-06-30
SHP Wealth Management 3,186 $20,610 ▲ +251 0.00% 2026-06-30
GAMMA Investing LLC 3,109 $20,115 ▼ -1,136 0.00% 2026-06-30
Parallel Advisors, LLC 3,097 $20,039 ▲ +282 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 3,050 $19,734 Unchanged 0.00% 2026-06-30
ST GERMAIN D J CO INC 3,008 $19,462 Unchanged 0.00% 2026-06-30
Vermillion Wealth Management, Inc. 3,000 $19,410 ▼ -6,200 0.00% 2026-06-30
N.E.W. Advisory Services LLC 3,000 $19,410 ▲ +1,980 0.00% 2026-06-30
Strategic Investment Solutions, Inc. /IL 3,000 $19,410 Unchanged 0.00% 2026-06-30
MCDONALD PARTNERS LLC 2,801 $18,122 New position 0.00% 2026-06-30
HHM Wealth Advisors, LLC 2,627 $16,997 ▲ +1,627 0.00% 2026-06-30
Harborfront Financial Group LLC 2,288 $14,803 New position 0.06% 2026-06-30
FIFTH THIRD BANCORP 2,100 $13,587 ▼ -200 0.00% 2026-06-30
Versant Capital Management, Inc 2,034 $13,160 ▲ +46 0.00% 2026-06-30
Signature Equity Partners, LLC 1,967 $12,726 ▼ -717 0.01% 2026-06-30
COMPASS FINANCIAL MANAGEMENT LLC 1,828 $11,828 New position 0.00% 2026-06-30
Investors Research Corp 1,822 $11,788 Unchanged 0.00% 2026-06-30
GILL CAPITAL PARTNERS, LLC 1,654 $10,701 Unchanged 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 1,535 $9,931 Unchanged 0.00% 2026-06-30
Orion Capital Management LLC 1,500 $9,705 Unchanged 0.00% 2026-06-30
Sterling Capital Management LLC 1,405 $9,090 ▼ -1,111 0.00% 2026-06-30
HM PAYSON & CO 1,259 $8,148 ▲ +259 0.00% 2026-06-30
LRI Investments, LLC 1,225 $7,926 Unchanged 0.00% 2026-06-30
Golden State Wealth Management, LLC 1,200 $7,764 Unchanged 0.00% 2026-06-30
Kemnay Advisory Services Inc. 1,130 $7,311 ▼ -1,701 0.00% 2026-06-30
PETERSON WEALTH MANAGEMENT 1,025 $6,632 ▲ +200 0.00% 2026-06-30
Dogwood Wealth Management LLC 1,015 $6,567 Unchanged 0.00% 2026-06-30
Eukles Asset Management 1,000 $6,470 Unchanged 0.00% 2026-06-30
Grove Bank & Trust 1,000 $6,470 New position 0.00% 2026-06-30
Morse Asset Management, Inc 1,000 $6,470 Unchanged 0.00% 2026-06-30
Nalls Sherbakoff Group, LLC 1,000 $6,470 Unchanged 0.00% 2026-06-30
Bradley & Co. Private Wealth Management, LLC 1,000 $6,470 New position 0.00% 2026-06-30
Tidemark, LLC 1,000 $6,470 New position 0.00% 2026-06-30
Kings Path Partners LLC 1,000 $6,470 Unchanged 0.00% 2026-06-30
Murphy & Mullick Capital Management Corp 1,000 $6,470 Unchanged 0.00% 2026-06-30
LOUISBOURG INVESTMENTS INC. 1,000 $6,470 Unchanged 0.00% 2026-06-30
MJT & Associates Financial Advisory Group, Inc. 1,000 $6,470 ▲ +200 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 959 $6,205 ▲ +256 0.00% 2026-06-30
Basecamp Wealth Advisors LLC 934 $6,043 ▲ +291 0.00% 2026-06-30
Pinnacle Wealth Planning Services, Inc. 910 $5,888 ▼ -2,150 0.00% 2026-06-30
Cassaday & Co Wealth Management LLC 889 $5,752 Unchanged 0.00% 2026-06-30
SFAM, LLC 862 $5,577 Unchanged 0.00% 2026-06-30
Fourth Dimension Wealth, LLC 850 $5,500 Unchanged 0.00% 2026-06-30
Downshift Financial, LLC 810 $5,241 New position 0.00% 2026-06-30
IFG Advisory, LLC 800 $5,176 New position 0.00% 2026-06-30
FIDUCIARY FINANCIAL ADVISORS 753 $4,872 New position 0.00% 2026-06-30
VALLEY NATIONAL ADVISERS INC 750 $4,853 ▼ -1,350 0.00% 2026-06-30
Y.D. More Investments Ltd 750 $4,853 New position 0.00% 2026-06-30
Ares Financial Consulting, LLC 750 $4,853 ▼ -933 0.00% 2026-06-30
Guardian Partners Inc. 665 $4,303 New position 0.00% 2026-06-30
CALDWELL SUTTER CAPITAL, INC. 655 $4,238 Unchanged 0.00% 2026-06-30
Catherine Avery Investment Management LLC 629 $4,070 New position 0.00% 2026-06-30
Wealth Enhancement Trust Services, Inc. 626 $4,052 Unchanged 0.00% 2026-06-30
Westfuller Advisors, LLC 616 $3,986 Unchanged 0.00% 2026-06-30
EVOLUTION WEALTH MANAGEMENT INC. 600 $3,882 New position 0.00% 2026-06-30
Hickory Point Bank & Trust 600 $3,882 Unchanged 0.00% 2026-06-30
Cape Investment Advisory, Inc. 544 $3,520 New position 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 539,877 $3,494 ▲ +113,036 0.00% 2026-06-30
North Star Investment Management Corp. 500 $3,235 New position 0.00% 2026-06-30
Ancora Advisors LLC 500 $3,235 Unchanged 0.00% 2026-06-30
Mosley Wealth Management 500 $3,235 New position 0.00% 2026-06-30
Markowski Investments 500 $3,235 New position 0.00% 2026-06-30
Spire Wealth Management 472 $3,054 Unchanged 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 465 $3,009 ▲ +15 0.00% 2026-06-30
Blue Trust, Inc. 465 $3,009 ▲ +25 0.00% 2026-06-30
Smartleaf Asset Management LLC 470 $3,008 Unchanged 0.00% 2026-06-30
Aspect Partners, LLC 418 $2,704 ▲ +59 0.00% 2026-06-30
ISLAY CAPITAL MANAGEMENT, LLC 400 $2,588 Unchanged 0.00% 2026-06-30
Three Bearings Fiduciary Advisors, Inc. 385 $2,491 Unchanged 0.00% 2026-06-30
BARRETT & COMPANY, INC. 360 $2,329 New position 0.00% 2026-06-30
TOTH FINANCIAL ADVISORY CORP 352 $2,278 Unchanged 0.00% 2026-06-30
Asset Dedication, LLC 350 $2,265 Unchanged 0.00% 2026-06-30
LANARK FINANCIAL, INC. 350 $2,264 ▼ -7,843 0.00% 2026-06-30
Truvestments Capital LLC 341 $2,208 ▲ +9 0.00% 2026-06-30
Gen-Wealth Partners Inc 341 $2,206 Unchanged 0.00% 2026-06-30
SALEM INVESTMENT COUNSELORS INC 321 $2,077 Unchanged 0.00% 2026-06-30
ATLAS CAPITAL ADVISORS INC. 300 $1,941 Unchanged 0.00% 2026-06-30
Colonial Trust Advisors 292 $1,886 Unchanged 0.00% 2026-06-30
BFSG, LLC 270 $1,747 Unchanged 0.00% 2026-06-30
COUNTRY TRUST BANK 264 $1,708 Unchanged 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 251 $1,624 ▲ +148 0.00% 2026-06-30
AdvisorNet Financial, Inc 250 $1,618 Unchanged 0.00% 2026-06-30
Ascentis Wealth Management, LLC 250 $1,617 Unchanged 0.00% 2026-06-30
Nemes Rush Group LLC 240 $1,553 ▼ -24 0.00% 2026-06-30
SG Americas Securities, LLC 208,007 $1,346 ▼ -25,762 0.00% 2026-06-30
Triumph Capital Management 201 $1,300 ▲ +24 0.00% 2026-06-30
PFS Partners, LLC 200 $1,294 Unchanged 0.00% 2026-06-30
WEST PACES ADVISORS INC. 200 $1,294 New position 0.00% 2026-06-30
AMERIFLEX GROUP, INC. 200 $1,294 Unchanged 0.00% 2026-06-30
Hilton Head Capital Partners, LLC 200 $1,294 Unchanged 0.00% 2026-06-30
Virtu Financial LLC 199,780 $1,293 ▲ +142,354 0.04% 2026-06-30
Kingdom Financial Group LLC. 200 $1,292 Unchanged 0.00% 2026-06-30
Rialto Wealth Management, LLC 186 $1,204 ▲ +119 0.00% 2026-06-30
HRT FINANCIAL LP 163,700 $1,059 ▲ +120,100 0.00% 2026-06-30
SJS Investment Consulting Inc. 154 $997 New position 0.00% 2026-06-30
CMT Capital Markets Trading GmbH 135,900 $879 New position 0.01% 2026-06-30
Handelsbanken Fonder AB 124,000 $802 ▲ +18,400 0.00% 2026-06-30
Strive Financial Group ,LLC 122 $789 ▼ -140 0.00% 2026-06-30
SITTNER & NELSON, LLC 117 $757 Unchanged 0.00% 2026-06-30
Redwood Park Advisors LLC 112 $725 New position 0.00% 2026-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 107,400 $694 ▲ +1,330 0.03% 2026-06-30
Archer Investment Corp 102 $660 Unchanged 0.00% 2026-06-30
Cambridge Investment Research Advisors, Inc. 101,245 $655 ▼ -13,986 0.00% 2026-06-30
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 100 $647 ▲ +32 0.00% 2026-06-30
Princeton Global Asset Management LLC 100 $647 Unchanged 0.00% 2026-06-30
MTM Investment Management, LLC 100 $647 Unchanged 0.00% 2026-06-30
WOLFF WIESE MAGANA LLC 100 $647 Unchanged 0.00% 2026-06-30
American Capital Advisory, LLC 100 $647 Unchanged 0.00% 2026-06-30
Chung Wu Investment Group, LLC 100 $647 Unchanged 0.00% 2026-06-30
Vision Retirement, LLC 100 $647 Unchanged 0.00% 2026-06-30
Networth Advisors, LLC 100 $647 New position 0.00% 2026-06-30
MCGUIRE CAPITAL ADVISORS INC 100 $647 Unchanged 0.00% 2026-06-30
Inspire Investing, LLC 98 $636 New position 0.00% 2026-06-30
Providence Capital Advisors, LLC 90 $583 New position 0.00% 2026-06-30
Signature Resources Capital Management, LLC 87 $563 New position 0.00% 2026-06-30
Silver Grove Financial Group, Inc. 83 $537 New position 0.00% 2026-06-30
New England Capital Financial Advisors LLC 70 $453 Unchanged 0.00% 2026-06-30
Physician Wealth Advisors, Inc. 69 $447 New position 0.00% 2026-06-30
PROATHLETE WEALTH MANAGEMENT LLC 66 $427 ▲ +13 0.00% 2026-06-30
WEDBUSH SECURITIES INC 63,440 $410 ▼ -24,235 0.01% 2026-06-30
Keating Financial Advisory Services, Inc. 62 $401 ▼ -88 0.00% 2026-06-30
Tradewinds Capital Management, LLC 55 $356 New position 0.00% 2026-06-30
Quarry LP 53 $343 Unchanged 0.00% 2026-06-30
NATIXIS 52 $336 Unchanged 0.00% 2026-06-30
Highland Investment Advisors LLC 50 $324 New position 0.00% 2026-06-30
Financial Perspectives, Inc 42 $272 Unchanged 0.00% 2026-06-30
SWAN Capital LLC 40 $259 Unchanged 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 35,839 $232 Unchanged 0.00% 2026-06-30
Continuum Advisory, LLC 24 $155 New position 0.00% 2026-06-30
Janney Montgomery Scott LLC 23,797 $154 ▼ -6,148 0.00% 2026-06-30
Private Wealth Management Group, LLC 20 $130 Unchanged 0.00% 2026-06-30
Godfrey Financial Associates, Inc. 19 $123 Unchanged 0.00% 2026-06-30
Principia Wealth Advisory, LLC 16 $104 ▲ +2 0.00% 2026-06-30
Wilkerson Advisory Group LLC 14 $91 Unchanged 0.00% 2026-06-30
JTC Employer Solutions Trustee Ltd 11,340 $73 Unchanged 0.01% 2026-06-30
AMALGAMATED BANK 10,859 $70 ▼ -927 0.00% 2026-06-30
KBC Group NV 10,544 $68 Unchanged 0.00% 2026-06-30
Axiom Investment Management LLC 10 $65 New position 0.00% 2026-06-30
Hughes Financial Services, LLC 8 $52 New position 0.00% 2026-06-30
Essential Partners LLC 8 $52 New position 0.00% 2026-06-30
Hurley Capital, LLC 4 $26 New position 0.00% 2026-06-30
ARMSTRONG ADVISORY GROUP, INC 4 $26 Unchanged 0.00% 2026-06-30
Capital Analysts, LLC 1,920 $12 Unchanged 0.00% 2026-06-30
Covestor Ltd 1,073 $7 ▲ +595 0.00% 2026-06-30
Freestone Grove Partners LP 1 $6 New position 0.00% 2026-06-30
HAZLETT, BURT & WATSON, INC. 796 $5 ▼ -766 0.00% 2026-06-30
BESSEMER GROUP INC 822 $5 ▼ -58 0.00% 2026-06-30
Roble, Belko & Company, Inc 235 $2 Unchanged 0.00% 2026-06-30
Coston, McIsaac & Partners 55 $0 Unchanged 0.00% 2026-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
CANADA PENSION PLAN INVESTMENT BOARD 0 $0 Sold out 2026-06-30
Havemeyer Place LP 0 $0 Sold out 2026-06-30
Mirae Asset Global Investments Co., Ltd. 0 $0 Sold out 2026-06-30
Cane Capital Partners, LLC 0 $0 Sold out 2026-06-30
Baker Avenue Asset Management, LP 0 $0 Sold out 2026-06-30
Scientech Research LLC 0 $0 Sold out 2026-06-30
Fieldview Capital Management, LLC 0 $0 Sold out 2026-06-30
Clear Creek Financial Management, LLC 0 $0 Sold out 2026-06-30
Catalyst Funds Management Pty Ltd 0 $0 Sold out 2026-06-30
Jump Financial, LLC 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
Abel Hall, LLC 0 $0 Sold out 2026-06-30
Centiva Capital, LP 0 $0 Sold out 2026-06-30
TICINO WEALTH 0 $0 Sold out 2026-06-30
Bayesian Capital Management, LP 0 $0 Sold out 2026-06-30
Orion Porfolio Solutions, LLC 0 $0 Sold out 2026-06-30
HSBC HOLDINGS PLC 0 $0 Sold out 2026-06-30
Suncoast Equity Management 0 $0 Sold out 2026-06-30
FIRETHORN WEALTH PARTNERS, LLC 0 $0 Sold out 2026-06-30
R Squared Ltd 0 $0 Sold out 2026-06-30
Bridgefront Capital, LLC 0 $0 Sold out 2026-06-30
Sequoia Financial Advisors, LLC 0 $0 Sold out 2026-06-30
Acropolis Investment Management, LLC 0 $0 Sold out 2026-06-30
Strategic Financial Concepts, LLC 0 $0 Sold out 2026-06-30
Intrua Financial, LLC 0 $0 Sold out 2026-06-30
Evercore Wealth Management, LLC 0 $0 Sold out 2026-06-30
B. Riley Wealth Advisors, Inc. 0 $0 Sold out 2026-06-30
SANDERS MORRIS HARRIS LLC 0 $0 Sold out 2026-06-30
TUCKER ASSET MANAGEMENT LLC 0 $0 Sold out 2026-06-30
Gerber Kawasaki Wealth & Investment Management 0 $0 Sold out 2026-06-30
Aptus Capital Advisors, LLC 0 $0 Sold out 2026-06-30
Moors & Cabot, Inc. 0 $0 Sold out 2026-06-30
IHT Wealth Management, LLC 0 $0 Sold out 2026-06-30
VERUS CAPITAL PARTNERS, LLC 0 $0 Sold out 2026-06-30
Savvy Advisors, Inc. 0 $0 Sold out 2026-06-30
Covenant Asset Management, LLC 0 $0 Sold out 2026-06-30
Cyndeo Wealth Partners, LLC 0 $0 Sold out 2026-06-30
Clarus Group, Inc. 0 $0 Sold out 2026-06-30
Caitong International Asset Management Co., Ltd 0 $0 Sold out 2026-06-30
Western Pacific Wealth Management, LP 0 $0 Sold out 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30
Intentional Wealth Strategies, LLC 0 $0 Sold out 2026-06-30
Wilmington Savings Fund Society, FSB 0 $0 Sold out 2026-06-30
Innovative Asset Advisors Group, LLC 0 $0 Sold out 2026-06-30
FINANCIAL CONSULATE, INC 0 $0 Sold out 2026-06-30
Clearstead Trust, LLC 0 $0 Sold out 2026-06-30
Hanson & Doremus Investment Management 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
EASTERN BANK 0 $0 Sold out 2026-06-30
Delos Wealth Advisors, LLC 0 $0 Sold out 2026-06-30
Quaker Wealth Management, LLC 0 $0 Sold out 2026-06-30
Atlantic Union Bankshares Corp 0 $0 Sold out 2026-06-30
Legacy Wealth Managment, LLC/ID 0 $0 Sold out 2026-06-30
TD Capital Management LLC 0 $0 Sold out 2026-06-30
Bare Financial Services, Inc 0 $0 Sold out 2026-06-30
Prestige Wealth Management Group LLC 0 $0 Sold out 2026-06-30
BALLAST ADVISORS LLC 0 $0 Sold out 2026-06-30
Lloyd Advisory Services, LLC. 0 $0 Sold out 2026-06-30
Marquette Asset Management, LLC 0 $0 Sold out 2026-06-30
Cornerstone Financial Management LLC 0 $0 Sold out 2026-06-30
Security National Bank 0 $0 Sold out 2026-06-30
PERRYMAN FINANCIAL ADVISORY INC /AD 0 $0 Sold out 2026-06-30
FEDERATED HERMES, INC. 0 $0 Sold out 2026-06-30
Ascentis Independent Advisors 0 $0 Sold out 2026-06-30
CVA Family Office, LLC 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30
SouthState Bank Corp 0 $0 Sold out 2026-06-30
Ankerstar Wealth, LLC 0 $0 Sold out 2026-06-30
Scarborough Advisors, LLC 0 $0 Sold out 2026-06-30
Dunhill Financial, LLC 0 $0 Sold out 2026-06-30
Transamerica Financial Advisors, LLC 0 $0 Sold out 2026-06-30
HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $0 Sold out 2026-06-30
CURIO WEALTH, LLC 0 $0 Sold out 2026-06-30
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
Measured Wealth Private Client Group, LLC 0 $2 Sold out 0.00% 2026-06-30