← All institutions
Institutional Holdings
WDSOwnership Summary
Institutions Holding
330
Total Shares Held
30,972,394
Total Value Held
$592,329,444
Quarter
2026-06-30
Active Positions
Increased Positions
125
22,386,078 shares
Decreased Positions
63
6,842,795 shares
Held Positions
63
769,438 shares
New Positions
35
974,083 shares
Sold Out Positions
44
1,416,955 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MORGAN STANLEY | 5,265,345 | $101,726,510 | ▲ +392,331 | 0.01% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 3,744,323 | $72,340,320 | ▼ -173,121 | 0.01% | 2026-06-30 |
| BlackRock, Inc. | 2,860,793 | $55,270,514 | ▲ +316,562 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 1,713,530 | $33,105,400 | ▲ +28,805 | 0.00% | 2026-06-30 |
| Clearbridge Investments, LLC | 1,551,115 | $29,967,540 | ▲ +599,895 | 0.02% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 848,103 | $16,385,346 | ▼ -271,099 | 0.01% | 2026-06-30 |
| FMR LLC | 694,480 | $13,417,347 | ▲ +91,438 | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 654,779 | $12,650,342 | ▲ +41,501 | 0.02% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 630,667 | $12,184,103 | ▲ +523 | 0.00% | 2026-06-30 |
| Creative Planning | 591,873 | $11,434,994 | ▲ +186,824 | 0.01% | 2026-06-30 |
| UBS Group AG | 522,176 | $10,088,441 | ▼ -208,124 | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 515,463 | $9,958,745 | ▲ +58,267 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 517,684 | $9,882,587 | ▲ +279,869 | 0.00% | 2026-06-30 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 487,503 | $9,418,558 | Unchanged | 0.01% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 415,076 | $8,019,042 | ▲ +166,495 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 371,214 | $7,171,854 | ▲ +145,698 | 0.00% | 2026-06-30 |
| EARNEST PARTNERS LLC | 368,611 | $7,121,565 | ▲ +28,203 | 0.03% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 336,891 | $6,751,228 | ▲ +5,433 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 341,025 | $6,588,609 | ▲ +207,327 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 325,448 | $6,287,655 | ▲ +325,447 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 318,306 | $6,149,672 | ▲ +140,006 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 290,035 | $5,603,473 | ▲ +134,769 | 0.00% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 272,652 | $5,267,677 | ▲ +9,549 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 205,879 | $3,977,581 | ▲ +99,822 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 203,862 | $3,938,614 | ▲ +113,005 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 193,269 | $3,733,951 | New position | 0.00% | 2026-06-30 |
| XY Capital Ltd | 178,011 | $3,439,173 | New position | 3.32% | 2026-06-30 |
| CITADEL ADVISORS LLC | 156,630 | $3,026,092 | ▼ -114,014 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 139,472 | $2,694,600 | ▲ +81,275 | 0.00% | 2026-06-30 |
| Vident Advisory, LLC | 139,021 | $2,685,876 | ▲ +12,691 | 0.02% | 2026-06-30 |
| Bank of New York Mellon Corp | 135,571 | $2,619,225 | ▲ +8,026 | 0.00% | 2026-06-30 |
| NICHOLS & PRATT ADVISERS LLP /MA | 135,281 | $2,613,629 | ▼ -1,507 | 0.16% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 127,789 | $2,468,883 | ▲ +110,854 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 126,209 | $2,438,000 | ▲ +47,888 | 0.00% | 2026-06-30 |
| U S GLOBAL INVESTORS INC | 125,000 | $2,415,000 | ▲ +50,000 | 0.23% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 121,729 | $2,351,804 | ▲ +11,267 | 0.02% | 2026-06-30 |
| Cerity Partners LLC | 116,848 | $2,257,509 | ▲ +18,754 | 0.00% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 114,295 | $2,208,184 | ▲ +83,904 | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 114,295 | $2,208,040 | ▲ +4,519 | 0.00% | 2026-06-30 |
| McAlvany Wealth Management LLC | 110,051 | $2,126,185 | ▲ +3,046 | 1.59% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 106,975 | $2,066,753 | ▲ +14,810 | 0.00% | 2026-06-30 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 106,921 | $2,065,714 | ▲ +199 | 0.01% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 106,663 | $2,060,729 | ▲ +15,628 | 0.00% | 2026-06-30 |
| Mariner, LLC | 102,932 | $1,988,497 | ▼ -4,710 | 0.00% | 2026-06-30 |
| &PARTNERS | 103,323 | $1,978,879 | ▲ +22,626 | 0.01% | 2026-06-30 |
| Fisher Asset Management, LLC | 98,042 | $1,894,188 | ▼ -20,562 | 0.00% | 2026-06-30 |
| BENJAMIN EDWARDS INC | 92,952 | $1,795,741 | ▲ +5,291 | 0.02% | 2026-06-30 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 90,282 | $1,744,248 | ▲ +3,136 | 0.03% | 2026-06-30 |
| Voleon Capital Management LP | 89,638 | $1,731,806 | New position | 0.03% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 87,538 | $1,691,242 | ▼ -15,739 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 81,074 | $1,566,341 | ▼ -4,691 | 0.00% | 2026-06-30 |
| Perpetual Ltd | 81,067 | $1,566,214 | ▲ +55,502 | 0.02% | 2026-06-30 |
| ExodusPoint Capital Management, LP | 78,467 | $1,515,982 | New position | 0.01% | 2026-06-30 |
| OPPENHEIMER & CO INC | 78,462 | $1,515,886 | ▼ -4,292 | 0.02% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 75,877 | $1,465,944 | Unchanged | 0.00% | 2026-06-30 |
| CITIGROUP INC | 75,062 | $1,450,198 | ▲ +66,180 | 0.00% | 2026-06-30 |
| BAROMETER CAPITAL MANAGEMENT INC. | 71,600 | $1,383,312 | ▲ +4,800 | 0.38% | 2026-06-30 |
| Orion Porfolio Solutions, LLC | 68,917 | $1,331,481 | ▲ +35,922 | 0.01% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 67,395 | $1,302,090 | ▲ +31,224 | 0.01% | 2026-06-30 |
| IEQ CAPITAL, LLC | 66,397 | $1,282,785 | ▼ -19,284 | 0.01% | 2026-06-30 |
| QRG CAPITAL MANAGEMENT, INC. | 66,264 | $1,280,212 | ▲ +22,249 | 0.01% | 2026-06-30 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 65,899 | $1,273,169 | ▼ -51,747 | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 63,235 | $1,221,698 | ▲ +4,331 | 0.02% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 62,580 | $1,209,046 | ▲ +11,839 | 0.01% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 62,187 | $1,201,462 | ▲ +2,296 | 0.01% | 2026-06-30 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 62,477 | $1,192,686 | ▼ -232,762 | 0.00% | 2026-06-30 |
| DRW Securities, LLC | 59,950 | $1,158,234 | New position | 0.03% | 2026-06-30 |
| PKO Investment Management Joint-Stock Co | 58,500 | $1,130,220 | ▼ -10,500 | 0.08% | 2026-06-30 |
| Savant Capital, LLC | 51,796 | $1,115,846 | ▲ +25,878 | 0.00% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 56,595 | $1,093,416 | ▲ +418 | 0.02% | 2026-06-30 |
| OLD MISSION CAPITAL LLC | 55,175 | $1,065,981 | New position | 0.02% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 54,950 | $1,061,634 | ▲ +1,003 | 0.01% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 54,234 | $1,047,798 | ▲ +13,453 | 0.00% | 2026-06-30 |
| IMC-Chicago, LLC | 53,100 | $1,025,892 | ▼ -1,279 | 0.00% | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | 51,246 | $990,073 | ▲ +1,570 | 0.02% | 2026-06-30 |
| Pathstone Holdings, LLC | 51,021 | $985,722 | ▲ +1,136 | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 49,664 | $959,526 | ▼ -1,460 | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 47,100 | $909,972 | ▼ -3,684 | 0.00% | 2026-06-30 |
| GTS SECURITIES LLC | 46,760 | $903,403 | New position | 0.02% | 2026-06-30 |
| Corient Private Wealth LP | 46,280 | $894,150 | ▲ +3,185 | 0.00% | 2026-06-30 |
| 180 WEALTH ADVISORS, LLC | 45,825 | $885,336 | ▼ -738 | 0.09% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 45,456 | $878,210 | ▼ -3,236 | 0.00% | 2026-06-30 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 44,413 | $858,059 | ▼ -213 | 0.02% | 2026-06-30 |
| Callan Family Office, LLC | 43,231 | $835,224 | ▲ +2,859 | 0.02% | 2026-06-30 |
| Associated Banc-Corp | 41,628 | $804,252 | ▲ +786 | 0.02% | 2026-06-30 |
| SYON CAPITAL LLC | 41,002 | $792,159 | ▼ -5,035 | 0.03% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 40,905 | $790,276 | New position | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 40,383 | $780,200 | ▲ +18,274 | 0.01% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 38,824 | $750,071 | ▲ +27,630 | 0.00% | 2026-06-30 |
| Hikari Tsushin, Inc. | 35,381 | $683,561 | Unchanged | 0.05% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 35,995 | $681,786 | ▲ +5,164 | 0.00% | 2026-06-30 |
| NINE MASTS CAPITAL Ltd | 34,317 | $663,004 | Unchanged | 0.07% | 2026-06-30 |
| NEUBERGER BERMAN GROUP LLC | 33,583 | $648,826 | ▲ +2,280 | 0.00% | 2026-06-30 |
| Naviter Wealth, LLC | 33,349 | $644,295 | ▲ +6,657 | 0.06% | 2026-06-30 |
| Sanctuary Advisors, LLC | 33,339 | $644,113 | ▲ +20,834 | 0.00% | 2026-06-30 |
| Vise Technologies, Inc. | 32,949 | $636,565 | ▲ +8,417 | 0.01% | 2026-06-30 |
| Jain Global LLC | 32,452 | $626,973 | New position | 0.00% | 2026-06-30 |
| PEAK6 LLC | 32,400 | $625,968 | ▼ -200,000 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 31,301 | $604,722 | ▲ +4,775 | 0.00% | 2026-06-30 |
| Waverly Advisors, LLC | 30,570 | $590,612 | ▲ +5,751 | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 30,284 | $585,087 | Unchanged | 0.00% | 2026-06-30 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 29,555 | $571,003 | ▲ +17,355 | 0.01% | 2026-06-30 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,825 | $556,900 | ▼ -1,655 | 0.01% | 2026-06-30 |
| Dynasty Wealth Management, LLC | 27,727 | $535,686 | ▼ -1,811 | 0.00% | 2026-06-30 |
| BankChampaign, National Association | 27,586 | $532,962 | ▼ -450 | 0.41% | 2026-06-30 |
| Focus Partners Wealth | 26,772 | $517,265 | ▲ +9,957 | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,848 | $480,061 | ▼ -1,786 | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 24,075 | $465,129 | ▼ -852 | 0.04% | 2026-06-30 |
| SALT Holding Corp. | 23,908 | $461,903 | Unchanged | 0.24% | 2026-06-30 |
| M&T Bank Corp | 23,834 | $460,515 | ▲ +1,775 | 0.00% | 2026-06-30 |
| Compound Planning, Inc. | 23,482 | $453,682 | ▼ -91 | 0.01% | 2026-06-30 |
| Aaron Wealth Advisors LLC | 22,221 | $429,310 | ▲ +620 | 0.02% | 2026-06-30 |
| Summit Trail Advisors, LLC | 21,707 | $419,384 | ▲ +1,342 | 0.01% | 2026-06-30 |
| Steadtrust LLC | 21,500 | $415,380 | ▼ -1,500 | 0.21% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19,873 | $383,951 | ▲ +4,791 | 0.00% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 19,442 | $378,341 | ▲ +2,484 | 0.00% | 2026-06-30 |
| Cedar Wealth Management, LLC | 19,481 | $376,373 | Unchanged | 0.10% | 2026-06-30 |
| Caprock Group, LLC | 19,146 | $369,901 | ▼ -2,781 | 0.01% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 18,703 | $361,339 | ▼ -1,490 | 0.00% | 2026-06-30 |
| Ballentine Partners, LLC | 18,051 | $348,746 | ▲ +1,486 | 0.00% | 2026-06-30 |
| New Vernon Capital Holdings II LLC | 17,927 | $346,350 | New position | 0.19% | 2026-06-30 |
| KEYBANK NATIONAL ASSOCIATION/OH | 16,427 | $317,366 | ▲ +3,041 | 0.00% | 2026-06-30 |
| MOODY NATIONAL BANK TRUST DIVISION | 16,125 | $311,535 | ▼ -778 | 0.03% | 2026-06-30 |
| Abel Hall, LLC | 15,710 | $303,517 | ▼ -34,871 | 0.05% | 2026-06-30 |
| Argent Trust Co | 15,400 | $297,528 | Unchanged | 0.01% | 2026-06-30 |
| Global Retirement Partners, LLC | 14,838 | $286,670 | ▲ +850 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 14,600 | $282,072 | ▲ +11,607 | 0.00% | 2026-06-30 |
| CHOREO, LLC | 14,213 | $274,595 | ▼ -379 | 0.00% | 2026-06-30 |
| Marks Group Wealth Management, Inc | 13,924 | $269,012 | ▲ +3,630 | 0.02% | 2026-06-30 |
| Advisors Asset Management, Inc. | 13,816 | $266,925 | ▲ +7,476 | 0.00% | 2026-06-30 |
| Meriwether Wealth & Planning, LLC | 13,474 | $260,318 | ▲ +1,103 | 0.13% | 2026-06-30 |
| PDS Planning, Inc | 13,331 | $257,555 | ▲ +1,620 | 0.01% | 2026-06-30 |
| Balanced Rock Investment Advisors LLC | 13,033 | $251,798 | ▼ -902 | 0.16% | 2026-06-30 |
| Choate Investment Advisors | 12,708 | $245,519 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 12,662 | $244,700 | ▼ -2,568 | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 12,451 | $240,554 | ▲ +35 | 0.00% | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | 12,417 | $239,896 | ▲ +1,344 | 0.00% | 2026-06-30 |
| Calydon Capital | 12,234 | $239,100 | Unchanged | 0.04% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 12,111 | $233,984 | ▲ +285 | 0.00% | 2026-06-30 |
| Bridgewater Advisors Inc. | 9,675 | $219,517 | ▲ +590 | 0.01% | 2026-06-30 |
| Checchi Capital Advisers, LLC | 11,283 | $217,988 | ▲ +23 | 0.01% | 2026-06-30 |
| HUB Investment Partners, LLC | 11,202 | $216,423 | New position | 0.00% | 2026-06-30 |
| Cullen/Frost Bankers, Inc. | 11,000 | $212,520 | Unchanged | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,970 | $211,940 | ▲ +1,286 | 0.00% | 2026-06-30 |
| ANCHYRA PARTNERS LLC | 10,969 | $211,921 | New position | 0.05% | 2026-06-30 |
| Composition Wealth, LLC | 10,701 | $206,743 | New position | 0.00% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 10,547 | $203,768 | New position | 0.01% | 2026-06-30 |
| Smartleaf Asset Management LLC | 9,295 | $177,442 | Unchanged | 0.01% | 2026-06-30 |
| Blue Trust, Inc. | 9,137 | $176,527 | ▼ -2,915 | 0.00% | 2026-06-30 |
| KELLEHER FINANCIAL ADVISORS | 7,915 | $152,921 | ▼ -458 | 0.02% | 2026-06-30 |
| Clearstead Advisors, LLC | 7,614 | $147,103 | ▼ -3,408 | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 7,144 | $138,020 | ▼ -13 | 0.00% | 2026-06-30 |
| V-Square Quantitative Management LLC | 6,720 | $129,830 | ▲ +3,306 | 0.01% | 2026-06-30 |
| GAMMA Investing LLC | 6,649 | $128,459 | ▲ +1,414 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 6,607 | $127,443 | ▲ +1,722 | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 5,582 | $107,844 | ▲ +64 | 0.01% | 2026-06-30 |
| Arax Advisory Partners | 5,368 | $103,711 | ▲ +5,148 | 0.00% | 2026-06-30 |
| Cromwell Holdings LLC | 4,451 | $85,993 | ▼ -1,536 | 0.04% | 2026-06-30 |
| EASTERN BANK | 4,011 | $77,493 | New position | 0.00% | 2026-06-30 |
| Allworth Financial LP | 3,746 | $72,382 | ▼ -109 | 0.00% | 2026-06-30 |
| SUMMIT SECURITIES GROUP LLC | 3,690 | $71,291 | ▼ -78,110 | 0.01% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 3,690 | $71,290 | ▼ -1,801 | 0.00% | 2026-06-30 |
| Manchester Capital Management LLC | 3,443 | $66,519 | Unchanged | 0.01% | 2026-06-30 |
| FIFTH THIRD BANCORP | 3,200 | $61,824 | ▼ -260 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 2,826 | $54,598 | ▼ -421 | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 2,721 | $52,570 | ▲ +55 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 2,630 | $50,812 | ▲ +452 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 2,530 | $48,884 | ▲ +2,329 | 0.00% | 2026-06-30 |
| Owl Creek Wealth Partners LLC | 2,319 | $44,804 | Unchanged | 0.01% | 2026-06-30 |
| EFG International AG | 2,059 | $39,780 | Unchanged | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 2,053 | $39,664 | ▲ +334 | 0.00% | 2026-06-30 |
| Grove Bank & Trust | 1,932 | $37,326 | ▼ -58 | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 1,503 | $29,038 | ▲ +3 | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 1,467 | $28,343 | ▲ +96 | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 1,394 | $26,961 | ▲ +650 | 0.00% | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | 1,360 | $26,275 | Unchanged | 0.01% | 2026-06-30 |
| Bruce G. Allen Investments, LLC | 1,296 | $25,039 | ▼ -129 | 0.02% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,214 | $23,454 | ▼ -41 | 0.00% | 2026-06-30 |
| Quantum Portfolio Management LLC | 1,123 | $21,696 | New position | 0.01% | 2026-06-30 |
| WealthCollab, LLC | 1,045 | $20,190 | ▲ +36 | 0.01% | 2026-06-30 |
| UMB Bank, n.a. | 875 | $16,905 | Unchanged | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 836 | $16,152 | New position | 0.01% | 2026-06-30 |
| Atlantic Union Bankshares Corp | 804 | $15,533 | ▲ +300 | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 752 | $14,536 | ▼ -669 | 0.00% | 2026-06-30 |
| Bell Investment Advisors, Inc | 731 | $14,123 | ▲ +26 | 0.00% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 704 | $13,602 | ▼ -546 | 0.00% | 2026-06-30 |
| Bare Financial Services, Inc | 655 | $12,654 | ▲ +267 | 0.00% | 2026-06-30 |
| Cornerstone Planning Group LLC | 555 | $12,449 | ▼ -8 | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 644 | $12,442 | ▲ +79 | 0.00% | 2026-06-30 |
| JFS WEALTH ADVISORS, LLC | 641 | $12,385 | ▲ +7 | 0.00% | 2026-06-30 |
| Signature Equity Partners, LLC | 591 | $11,418 | ▲ +25 | 0.01% | 2026-06-30 |
| Larson Financial Group LLC | 530 | $10,240 | ▼ -94 | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 512 | $9,892 | ▼ -18 | 0.00% | 2026-06-30 |
| Dunhill Financial, LLC | 498 | $9,621 | Unchanged | 0.00% | 2026-06-30 |
| Cornerstone Financial Management LLC | 454 | $8,771 | ▲ +135 | 0.01% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 437 | $8,443 | ▼ -36 | 0.00% | 2026-06-30 |
| GHP Investment Advisors, Inc. | 319 | $6,169 | Unchanged | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 318 | $6,144 | Unchanged | 0.00% | 2026-06-30 |
| Kilter Group LLC | 313 | $6,048 | ▲ +238 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 286 | $5,526 | ▼ -67 | 0.00% | 2026-06-30 |
| Crewe Advisors LLC | 255 | $4,927 | Unchanged | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 227 | $4,385 | ▲ +129 | 0.00% | 2026-06-30 |
| Principia Wealth Advisory, LLC | 204 | $3,941 | ▲ +18 | 0.00% | 2026-06-30 |
| Twin Tree Management, LP | 200 | $3,864 | ▼ -4,535 | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 188 | $3,632 | ▼ -18 | 0.00% | 2026-06-30 |
| SHP Wealth Management | 182 | $3,516 | ▲ +126 | 0.00% | 2026-06-30 |
| Continuum Advisory, LLC | 175 | $3,381 | New position | 0.00% | 2026-06-30 |
| BOK Financial Private Wealth, Inc. | 170 | $3,285 | New position | 0.00% | 2026-06-30 |
| Bangor Savings Bank | 161 | $3,111 | Unchanged | 0.00% | 2026-06-30 |
| SALEM INVESTMENT COUNSELORS INC | 159 | $3,072 | ▼ -72 | 0.00% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 153 | $2,956 | New position | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 151 | $2,917 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 144 | $2,782 | ▲ +52 | 0.00% | 2026-06-30 |
| Archer Investment Corp | 144 | $2,782 | Unchanged | 0.00% | 2026-06-30 |
| Costello Asset Management, INC | 136 | $2,628 | Unchanged | 0.00% | 2026-06-30 |
| Plante Moran Financial Advisors, LLC | 134 | $2,589 | ▲ +8 | 0.00% | 2026-06-30 |
| BELLEVUE ASSET MANAGEMENT, LLC | 132 | $2,550 | New position | 0.00% | 2026-06-30 |
| Financial Perspectives, Inc | 131 | $2,531 | Unchanged | 0.00% | 2026-06-30 |
| Dogwood Wealth Management LLC | 128 | $2,473 | Unchanged | 0.00% | 2026-06-30 |
| American Capital Advisory, LLC | 124 | $2,396 | ▲ +40 | 0.00% | 2026-06-30 |
| CVA Family Office, LLC | 122 | $2,357 | Unchanged | 0.00% | 2026-06-30 |
| LRI Investments, LLC | 120 | $2,318 | ▲ +113 | 0.00% | 2026-06-30 |
| Ares Financial Consulting, LLC | 119 | $2,299 | New position | 0.00% | 2026-06-30 |
| RAFFA WEALTH MANAGEMENT, LLC | 114 | $2,202 | ▲ +42 | 0.00% | 2026-06-30 |
| Pinnacle Bancorp, Inc. | 108 | $2,087 | Unchanged | 0.00% | 2026-06-30 |
| N.E.W. Advisory Services LLC | 108 | $2,087 | Unchanged | 0.00% | 2026-06-30 |
| Hilltop National Bank | 108 | $2,087 | Unchanged | 0.00% | 2026-06-30 |
| Addison Advisors LLC | 107 | $2,068 | ▼ -498 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 108 | $2,068 | New position | 0.00% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 106 | $2,048 | Unchanged | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 105,529 | $2,038 | New position | 0.00% | 2026-06-30 |
| MATHER GROUP, LLC. | 104 | $2,009 | ▲ +99 | 0.00% | 2026-06-30 |
| MV CAPITAL MANAGEMENT, INC. | 102 | $1,971 | ▲ +8 | 0.00% | 2026-06-30 |
| Hickory Point Bank & Trust | 100 | $1,932 | Unchanged | 0.00% | 2026-06-30 |
| NATIXIS ADVISORS, LLC | 92,702 | $1,791 | ▲ +13,233 | 0.00% | 2026-06-30 |
| Aberdeen Wealth Management LLC | 90 | $1,739 | New position | 0.00% | 2026-06-30 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 89 | $1,719 | Unchanged | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 75 | $1,449 | ▲ +24 | 0.00% | 2026-06-30 |
| HHM Wealth Advisors, LLC | 72 | $1,392 | Unchanged | 0.00% | 2026-06-30 |
| Geneos Wealth Management Inc. | 72 | $1,391 | Unchanged | 0.00% | 2026-06-30 |
| MANNING & NAPIER ADVISORS LLC | 72 | $1,374 | ▲ +2 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 70 | $1,352 | New position | 0.00% | 2026-06-30 |
| Spire Wealth Management | 65 | $1,256 | ▼ -1 | 0.00% | 2026-06-30 |
| Burk Holdings LLC | 63 | $1,217 | Unchanged | 0.00% | 2026-06-30 |
| Basepoint Wealth LLC | 61 | $1,184 | Unchanged | 0.00% | 2026-06-30 |
| Triumph Capital Management | 61 | $1,179 | Unchanged | 0.00% | 2026-06-30 |
| Rossby Financial, LCC | 58 | $1,121 | ▲ +23 | 0.00% | 2026-06-30 |
| ARMSTRONG ADVISORY GROUP, INC | 57 | $1,102 | Unchanged | 0.00% | 2026-06-30 |
| Community Bank, N.A. | 54 | $1,042 | Unchanged | 0.00% | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | 52 | $1,005 | Unchanged | 0.00% | 2026-06-30 |
| Synergy Investment Management, LLC | 40 | $929 | New position | 0.00% | 2026-06-30 |
| Vanguard National Trust Co | 48 | $927 | Unchanged | 0.00% | 2026-06-30 |
| Boreal Capital Management LLC | 46 | $889 | Unchanged | 0.00% | 2026-06-30 |
| Golden State Wealth Management, LLC | 40 | $772 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 38 | $734 | Unchanged | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 37,689 | $728 | ▲ +352 | 0.00% | 2026-06-30 |
| IMA Advisory Services, Inc. | 36 | $696 | Unchanged | 0.00% | 2026-06-30 |
| Prestige Wealth Management Group LLC | 36 | $696 | Unchanged | 0.00% | 2026-06-30 |
| Rosenberg Matthew Hamilton | 36 | $696 | Unchanged | 0.00% | 2026-06-30 |
| Signature Resources Capital Management, LLC | 36 | $696 | Unchanged | 0.00% | 2026-06-30 |
| Olistico Wealth, LLC | 36 | $696 | Unchanged | 0.00% | 2026-06-30 |
| Highland Investment Advisors LLC | 35 | $676 | New position | 0.00% | 2026-06-30 |
| TD Capital Management LLC | 35 | $672 | Unchanged | 0.00% | 2026-06-30 |
| CENTRAL TRUST Co | 34 | $657 | Unchanged | 0.00% | 2026-06-30 |
| CALDWELL SUTTER CAPITAL, INC. | 34 | $657 | New position | 0.00% | 2026-06-30 |
| Nvest Wealth Strategies, Inc. | 34 | $657 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 30,156 | $583 | ▲ +7,783 | 0.01% | 2026-06-30 |
| Allianz SE | 28 | $541 | Unchanged | 0.00% | 2026-06-30 |
| MidFirst Bank | 28 | $541 | Unchanged | 0.00% | 2026-06-30 |
| Abound Wealth Management | 23 | $445 | Unchanged | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 22 | $425 | New position | 0.00% | 2026-06-30 |
| Monetary Solutions, Ltd | 22 | $425 | New position | 0.00% | 2026-06-30 |
| WEBSTER BANK, N. A. | 21 | $406 | New position | 0.00% | 2026-06-30 |
| Summit Global Investments | 19,872 | $384 | ▲ +1,059 | 0.02% | 2026-06-30 |
| CoreCap Advisors, LLC | 15 | $290 | Unchanged | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 14,605 | $285 | ▼ -730 | 0.00% | 2026-06-30 |
| PARK AVENUE SECURITIES LLC | 12,709 | $246 | New position | 0.00% | 2026-06-30 |
| Meramec Financial Planners, LLC | 11 | $240 | Unchanged | 0.00% | 2026-06-30 |
| Thrivent Financial for Lutherans | 11,411 | $220 | ▼ -110 | 0.00% | 2026-06-30 |
| City State Bank | 9 | $174 | Unchanged | 0.00% | 2026-06-30 |
| Elevated Capital Advisors, LLC | 6 | $116 | Unchanged | 0.00% | 2026-06-30 |
| BAYBAN | 6 | $106 | Unchanged | 0.00% | 2026-06-30 |
| Inspire Investing, LLC | 3 | $55 | New position | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 502 | $10 | Unchanged | 0.00% | 2026-06-30 |
| GW&K Investment Management, LLC | 420 | $8 | ▲ +28 | 0.00% | 2026-06-30 |
| Smithfield Trust Co | 145 | $3 | Unchanged | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Trek Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Walleye Capital LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Caitong International Asset Management Co., Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Quantbot Technologies LP | 0 | $0 | Sold out | 2026-06-30 | |
| WELLINGTON MANAGEMENT GROUP LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Beacon Pointe Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SIG BROKERAGE, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Schonfeld Strategic Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EVENTIDE ASSET MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| DV EQUITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GSA CAPITAL PARTNERS LLP | 0 | $0 | Sold out | 2026-06-30 | |
| BlueCrest Capital Management Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Caption Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SAGE RHINO CAPITAL LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AXQ CAPITAL, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Moors & Cabot, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| West Family Investments, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Optiver Holding B.V. | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| Citizens National Bank Trust Department | 0 | $0 | Sold out | 2026-06-30 | |
| Ancora Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GoalVest Advisory LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Whipplewood Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TD PRIVATE CLIENT WEALTH LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Vermillion Wealth Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Innovative Asset Advisors Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Pacifica Partners Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Destiny Wealth Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Breakwater Investment Management | 0 | $0 | Sold out | 2026-06-30 | |
| Retirement Wealth Solutions LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Western Pacific Wealth Management, LP | 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 | |
| NVWM, LLC | 0 | $0 | Sold out | 0.00% | 2026-06-30 |