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SRLN — STATE STREET BLACKSTONE SENIOR LOAN ETF · All Fund Holders
Funds holding (latest): 476 · Reported value held: $4.07B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 7.60M | $306.09M | 0.02% | Add |
| Bank of America Corp history | Q2 2026 | 7.47M | $300.82M | 0.02% | Reduce |
| Arizona PSPRS Trust history | Q2 2026 | 6.47M | $260.70M | 9.71% | New |
| Liberty Mutual Group Asset Management Inc. history | Q2 2026 | 4.70M | $189.36M | 16.53% | New |
| State of Tennessee, Department of Treasury history | Q2 2026 | 4.41M | $177.88M | 0.53% | New |
| Ensign Peak Advisors, Inc history | Q2 2026 | 4.00M | $161.16M | 0.27% | New |
| LPL Financial LLC history | Q2 2026 | 3.59M | $144.52M | 0.04% | New |
| Ocean Park Asset Management, LLC history | Q2 2026 | 3.16M | $127.41M | 6.14% | New |
| ROYAL BANK OF CANADA history | Q2 2026 | 2.61M | $105.04M | 0.05% | New |
| UBS Group AG history | Q2 2026 | 2.52M | $101.50M | 0.04% | Reduce |
| Advisory Alpha, LLC history | Q2 2026 | 2.25M | $90.52M | 2.22% | New |
| Wells Fargo & Co history | Q2 2026 | 2.20M | $88.45M | 0.03% | Hold |
| BlackRock Inc history | Q2 2026 | 1.80M | $72.65M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.65M | $66.62M | 0.02% | Reduce |
| Symetra Investment Management Co history | Q2 2026 | 1.55M | $62.65M | 5.48% | New |
| JPMorgan Chase & Co history | Q2 2026 | 1.38M | $55.60M | 0.01% | New |
| Aristotle Pacific Capital, LLC history | Q2 2026 | 1.37M | $54.94M | 26.13% | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC history | Q2 2026 | 1.36M | $54.92M | 1.15% | New |
| Diversify Advisory Services, LLC history | Q2 2026 | 1.36M | $54.92M | 1.15% | New |
| Horizon Investments, LLC history | Q2 2026 | 1.21M | $48.31M | 0.53% | New |
| Wellington Management Group history | Q2 2026 | 1.17M | $47.33M | 0.01% | Reduce |
| WELLINGTON MANAGEMENT GROUP LLP history | Q2 2026 | 1.17M | $47.33M | 0.01% | New |
| ENVESTNET ASSET MANAGEMENT INC history | Q2 2026 | 905.79K | $36.49M | 0.01% | New |
| CNO Financial Group, Inc. history | Q2 2026 | 862.00K | $34.73M | 19.88% | New |
| HighTower Advisors, LLC history | Q2 2026 | 777.64K | $31.33M | 0.03% | New |
| RAYMOND JAMES FINANCIAL INC history | Q2 2026 | 776.02K | $31.27M | 0.01% | New |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC history | Q2 2026 | 723.63K | $29.16M | 1.62% | New |
| THRIVENT FINANCIAL FOR LUTHERANS history | Q2 2026 | 708.49K | $28.55M | 0.05% | New |
| Coppell Advisory Solutions LLC history | Q2 2026 | 1.25M | $26.99M | 2.23% | New |
| Amundi US history | Q2 2026 | 659.59K | $26.57M | 0.01% | Add |
| CONNING INC. history | Q2 2026 | 641.27K | $25.84M | 0.79% | New |
| JANE STREET GROUP, LLC history | Q2 2026 | 638.84K | $25.74M | 0.02% | New |
| Asset Allocation & Management Company, LLC history | Q2 2026 | 591.55K | $23.83M | 7.76% | New |
| Blackstone Inc. history | Q2 2026 | 555.59K | $22.38M | 0.07% | New |
| Donoghue Forlines LLC history | Q2 2026 | 538.94K | $21.71M | 5.62% | New |
| FEDERATED HERMES, INC. history | Q2 2026 | 535.65K | $21.58M | 0.03% | New |
| Creative Planning history | Q2 2026 | 517.81K | $20.86M | 0.02% | New |
| Bramshill Investments, LLC history | Q2 2026 | 473.74K | $19.09M | 1.46% | New |
| Cetera Investment Advisers history | Q2 2026 | 462.91K | $18.65M | 0.02% | New |
| Twelve Points Wealth Management LLC history | Q2 2026 | 461.73K | $18.60M | 3.73% | New |
| STIFEL FINANCIAL CORP history | Q2 2026 | 448.97K | $18.09M | 0.01% | New |
| Integrated Wealth Concepts LLC history | Q2 2026 | 438.24K | $17.66M | 0.09% | New |
| Cambridge Investment Research Advisors, Inc. history | Q2 2026 | 432.76K | $17.44M | 0.04% | New |
| Envestnet Portfolio Solutions, Inc. history | Q2 2026 | 425.29K | $17.13M | 0.08% | New |
| OSAIC HOLDINGS, INC. history | Q2 2026 | 392.27K | $15.81M | 0.02% | New |
| Secure Asset Management, LLC history | Q2 2026 | 379.83K | $15.30M | 2.27% | New |
| Catalyst Capital Advisors LLC history | Q2 2026 | 374.59K | $15.09M | 0.25% | New |
| MRA Advisory Group history | Q3 2026 | 372.26K | $15.04M | 5.65% | Add |
| FORTEM FINANCIAL GROUP, LLC history | Q2 2026 | 372.51K | $15.01M | 3.06% | New |
| ARS Wealth Advisors Group, LLC history | Q2 2026 | 366.04K | $14.75M | 1.15% | New |
| GUGGENHEIM CAPITAL LLC history | Q2 2026 | 362.07K | $14.59M | 0.09% | New |
| Ninety One UK Ltd history | Q2 2026 | 359.41K | $14.48M | 0.03% | New |
| Cerity Partners LLC history | Q2 2026 | 350.26K | $14.11M | 0.02% | New |
| ASSETMARK, INC history | Q2 2026 | 342.44K | $13.80M | 0.02% | New |
| Calamos Advisors LLC history | Q2 2026 | 316.10K | $12.74M | 0.08% | New |
| Baird Financial Group, Inc. history | Q2 2026 | 303.91K | $12.24M | 0.02% | New |
| VICTORY CAPITAL MANAGEMENT INC history | Q2 2026 | 300.00K | $12.09M | 0.01% | New |
| LORD, ABBETT & CO. LLC history | Q2 2026 | 291.16K | $11.73M | 0.04% | New |
| Ameritas Advisory Services, LLC history | Q2 2026 | 282.64K | $11.39M | 0.23% | New |
| Merit Financial Group, LLC history | Q2 2026 | 282.23K | $11.37M | 0.08% | New |
| COUNTRY TRUST BANK history | Q2 2026 | 278.52K | $11.22M | 0.20% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC history | Q2 2026 | 272.47K | $10.98M | 0.12% | New |
| Stablepoint Partners, LLC history | Q2 2026 | 269.88K | $10.87M | 1.50% | New |
| INDEPENDENT FINANCIAL GROUP, LLC history | Q2 2026 | 269.17K | $10.84M | 0.20% | New |
| Fragasso Financial Advisors Inc history | Q2 2026 | 267.43K | $10.77M | 0.58% | New |
| KMG FIDUCIARY PARTNERS, LLC history | Q2 2026 | 260.16K | $10.48M | 0.97% | New |
| HORIZON FINANCIAL SERVICES, LLC history | Q2 2026 | 258.64K | $10.42M | 4.00% | New |
| Goldstone Financial Group, LLC history | Q2 2026 | 255.06K | $10.28M | 1.01% | New |
| First Eagle Investment Management history | Q1 2025 | 218.11K | $9.15M | 0.02% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC history | Q2 2026 | 215.41K | $8.68M | 0.01% | New |
| Neuberger Berman Group LLC history | Q2 2026 | 212.40K | $8.56M | 0.01% | New |
| Whitford Management LLC history | Q2 2026 | 212.00K | $8.54M | 7.62% | New |
| Matthew Goff Investment Advisor, LLC history | Q2 2026 | 211.87K | $8.54M | 1.44% | New |
| ZEGA Investments, LLC history | Q2 2026 | 199.82K | $8.05M | 2.64% | New |
| Summit Global Investments history | Q2 2026 | 199.60K | $8.04M | 0.44% | New |
| Janney Montgomery Scott LLC history | Q2 2026 | 192.44K | $7.75M | 0.01% | New |
| Manulife Financial history | Q2 2026 | 150.11K | $7.50M | 0.01% | New |
| Sanctuary Advisors, LLC history | Q2 2026 | 173.42K | $6.99M | 0.04% | New |
| WEDBUSH SECURITIES INC history | Q2 2026 | 171.60K | $6.91M | 0.18% | New |
| Palogic Value Management, L.P. history | Q2 2026 | 163.16K | $6.57M | 2.21% | New |
| CreativeOne Wealth, LLC history | Q2 2026 | 162.63K | $6.55M | 0.14% | New |
| Canal Capital Management, LLC history | Q2 2026 | 160.74K | $6.48M | 0.79% | New |
| Plan Group Financial, LLC history | Q2 2026 | 160.46K | $6.46M | 1.35% | New |
| Simplicity Wealth,LLC history | Q2 2026 | 159.23K | $6.42M | 0.22% | New |
| Advisory Services Network, LLC history | Q2 2026 | 158.10K | $6.37M | 0.09% | New |
| Westview Management dba Westview Investment Advisors history | Q2 2026 | 157.91K | $6.36M | 3.11% | New |
| Live Oak Investment Partners history | Q2 2026 | 157.79K | $6.36M | 3.42% | New |
| BLUELINE ADVISORS LLC history | Q2 2026 | 153.63K | $6.19M | 4.29% | New |
| Vertrix Wealth Management, LLC history | Q2 2026 | 146.57K | $5.91M | 1.99% | New |
| OPPENHEIMER & CO INC history | Q2 2026 | 146.13K | $5.89M | 0.06% | New |
| Aspire Private Capital, LLC history | Q2 2026 | 140.55K | $5.66M | 1.17% | New |
| RAINEY & RANDALL WEALTH ADVISORS INC. history | Q2 2026 | 139.71K | $5.63M | 0.80% | New |
| J HAGAN CAPITAL, INC. history | Q2 2026 | 139.00K | $5.60M | 2.59% | New |
| Steward Partners Investment Advisory, LLC history | Q2 2026 | 136.43K | $5.50M | 0.03% | New |
| CAPTRUST FINANCIAL ADVISORS history | Q2 2026 | 135.22K | $5.45M | 0.01% | New |
| Prudent Man Advisors, LLC history | Q2 2026 | 135.10K | $5.44M | 1.25% | New |
| Windsor Capital Management, LLC history | Q2 2026 | 126.42K | $5.09M | 1.32% | New |
| NewSquare Capital LLC history | Q2 2026 | 125.90K | $5.07M | 0.39% | New |
| Valtinson Bruner Financial Planning LLC history | Q2 2026 | 124.43K | $5.01M | 1.26% | New |
| Maridea Wealth Management LLC history | Q2 2026 | 122.98K | $4.95M | 0.56% | New |
| COURIER CAPITAL LLC history | Q2 2026 | 121.02K | $4.88M | 0.24% | New |
| Renaissance Technologies history | Q4 2025 | 114.78K | $4.74M | 0.01% | Reduce |
| S&A Financial Services, Inc. history | Q2 2026 | 117.12K | $4.72M | 2.88% | New |
| Waverly Advisors, LLC history | Q2 2026 | 114.67K | $4.62M | 0.03% | New |
| Global Retirement Partners, LLC history | Q2 2026 | 113.96K | $4.59M | 0.07% | New |
| HRT FINANCIAL LP history | Q2 2026 | 112.80K | $4.54M | 0.01% | New |
| Equitable Holdings, Inc. history | Q2 2026 | 110.97K | $4.47M | 0.03% | New |
| Trivium Point Advisory, LLC history | Q2 2026 | 110.53K | $4.45M | 0.40% | New |
| Strategic Blueprint, LLC history | Q2 2026 | 109.36K | $4.41M | 0.22% | New |
| Americana Partners, LLC history | Q2 2026 | 106.81K | $4.30M | 0.10% | New |
| PARK AVENUE SECURITIES LLC history | Q2 2026 | 106.81K | $4.30M | 0.03% | New |
| CITY NATIONAL BANK OF FLORIDA /MSD history | Q2 2026 | 105.55K | $4.25M | 1.78% | New |
| Jefferies Financial Group Inc. history | Q2 2026 | 102.35K | $4.12M | 0.06% | New |
| Liberty Atlantic Advisors LLC history | Q2 2026 | 101.90K | $4.11M | 2.95% | New |
| Petix & Botte Co history | Q2 2026 | 101.09K | $4.07M | 0.82% | New |
| Alteri Wealth LLC history | Q2 2026 | 100.92K | $4.07M | 1.12% | New |
| PRINCIPAL SECURITIES, INC. history | Q2 2026 | 99.92K | $4.03M | 0.05% | New |
| NewEdge Advisors, LLC history | Q2 2026 | 98.57K | $3.97M | 0.01% | New |
| MONEY CONCEPTS CAPITAL CORP history | Q2 2026 | 95.24K | $3.84M | 0.18% | New |
| Western Wealth Management, LLC history | Q2 2026 | 94.31K | $3.80M | 0.13% | New |
| Hofer & Associates. Inc history | Q2 2026 | 93.75K | $3.78M | 1.83% | New |
| MERCER GLOBAL ADVISORS INC /ADV history | Q2 2026 | 92.09K | $3.71M | 0.01% | New |
| Baker Avenue Asset Management, LP history | Q2 2026 | 90.22K | $3.63M | 0.08% | New |
| AMERIPRISE FINANCIAL INC history | Q2 2026 | 88.51K | $3.57M | 0.00% | New |
| Nilsine Partners, LLC history | Q2 2026 | 86.59K | $3.49M | 0.25% | New |
| Prospera Financial Services Inc history | Q2 2026 | 86.42K | $3.48M | 0.05% | New |
| Wealth Management Associates, Inc. history | Q2 2026 | 86.26K | $3.48M | 0.96% | New |
| ADELL HARRIMAN & CARPENTER INC history | Q2 2026 | 82.02K | $3.30M | 0.17% | New |
| Rockefeller Capital Management L.P. history | Q2 2026 | 80.79K | $3.26M | 0.01% | New |
| RPg Family Wealth Advisory, LLC history | Q2 2026 | 80.76K | $3.25M | 0.68% | New |
| TWO SIGMA SECURITIES, LLC history | Q2 2026 | 79.14K | $3.19M | 0.28% | New |
| Cadent Capital Advisors, LLC history | Q2 2026 | 78.26K | $3.15M | 0.65% | New |
| OpenArc Corporate Advisory, LLC history | Q2 2026 | 77.04K | $3.10M | 0.04% | New |
| Risk Paradigm Group, LLC history | Q2 2026 | 76.24K | $3.07M | 2.41% | New |
| Smartleaf Asset Management LLC history | Q2 2026 | 75.58K | $3.04M | 0.10% | New |
| MML INVESTORS SERVICES, LLC history | Q2 2026 | 75.16K | $3.03M | 0.01% | New |
| ROMANO BROTHERS AND COMPANY history | Q2 2026 | 74.67K | $3.01M | 0.30% | New |
| BNY Mellon history | Q2 2026 | 73.26K | $2.95M | 0.00% | Add |
| BANK OF MONTREAL /CAN/ history | Q2 2026 | 72.01K | $2.90M | 0.00% | New |
| ELEVATION POINT WEALTH PARTNERS, LLC history | Q2 2026 | 71.34K | $2.87M | 0.05% | New |
| Clark Capital Management Group, Inc. history | Q2 2026 | 69.86K | $2.81M | 0.01% | New |
| Integrated Advisors Network LLC history | Q2 2026 | 69.62K | $2.80M | 0.13% | New |
| STEPHENS INC /AR/ history | Q2 2026 | 67.63K | $2.72M | 0.03% | New |
| National Philanthropic Trust history | Q2 2026 | 67.63K | $2.72M | 0.04% | New |
| Mutual Advisors, LLC history | Q2 2026 | 64.61K | $2.60M | 0.05% | New |
| American Beacon Advisors, Inc. history | Q2 2026 | 64.50K | $2.60M | 18.81% | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC history | Q2 2026 | 63.71K | $2.57M | 0.03% | New |
| INSIGNEO ADVISORY SERVICES, LLC history | Q2 2026 | 63.30K | $2.55M | 0.10% | New |
| Vestmark Advisory Solutions, Inc. history | Q2 2026 | 63.13K | $2.54M | 0.02% | New |
| Kingsview Wealth Management, LLC history | Q2 2026 | 62.47K | $2.52M | 0.03% | New |
| Summit Financial, LLC history | Q2 2026 | 62.34K | $2.51M | 0.03% | New |
| Edgestream Partners, L.P. history | Q2 2026 | 62.31K | $2.51M | 0.07% | New |
| ALBION FINANCIAL GROUP /UT history | Q2 2026 | 61.51K | $2.48M | 0.14% | New |
| J.Safra Asset Management Corp history | Q2 2026 | 61.18K | $2.47M | 0.11% | New |
| Raleigh Capital Management Inc. history | Q2 2026 | 61.07K | $2.46M | 0.79% | New |
| Bain Capital Credit, LP history | Q2 2026 | 60.14K | $2.42M | 0.66% | New |
| LANARK FINANCIAL, INC. history | Q2 2026 | 59.79K | $2.41M | 0.17% | New |
| Beacon Pointe Advisors, LLC history | Q2 2026 | 59.66K | $2.40M | 0.01% | New |
| Stratos Wealth Partners, LTD. history | Q2 2026 | 59.65K | $2.40M | 0.02% | New |
| Friedenthal Financial history | Q2 2026 | 58.75K | $2.37M | 1.09% | New |
| LANDMARK WEALTH MANAGEMENT, INC. history | Q2 2026 | 58.70K | $2.36M | 0.78% | New |
| Aspetuck Financial Management LLC history | Q2 2026 | 58.19K | $2.34M | 1.38% | New |
| Sumitomo Mitsui Trust Group, Inc. history | Q2 2026 | 57.69K | $2.32M | 0.00% | New |
| Heritage Wealth Management, Inc. /CA/ history | Q2 2026 | 57.62K | $2.32M | 1.16% | New |
| Impact Partnership Wealth, LLC history | Q2 2026 | 57.49K | $2.32M | 0.23% | New |
| Apella Capital, LLC history | Q3 2026 | 57.25K | $2.30M | 0.03% | Add |
| Capital Investment Management, Inc. history | Q2 2026 | 57.07K | $2.30M | 0.70% | New |
| CALTON & ASSOCIATES, INC. history | Q2 2026 | 55.80K | $2.25M | 0.33% | New |
| L & S Advisors Inc history | Q2 2026 | 53.77K | $2.17M | 0.26% | New |
| LOOMIS SAYLES & CO L P history | Q2 2026 | 53.70K | $2.16M | 0.00% | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history | Q2 2026 | 50.91K | $2.04M | 0.12% | New |
| FIRST FOUNDATION ADVISORS history | Q2 2026 | 50.06K | $2.02M | 0.07% | New |
| Russell Investments Group, Ltd. history | Q2 2026 | 50.00K | $2.01M | 0.00% | New |
| Deutsche Bank AG history | Q4 2025 | 48.65K | $2.01M | 0.00% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history | Q2 2026 | 49.00K | $1.98M | 0.00% | New |
| Perigon Wealth Management, LLC history | Q2 2026 | 48.57K | $1.96M | 0.03% | New |
| MAI Capital Management history | Q2 2026 | 48.14K | $1.94M | 0.01% | New |
| FIRST TRUST ADVISORS LP history | Q2 2026 | 47.25K | $1.90M | 0.00% | New |
| Farther Finance Advisors, LLC history | Q3 2026 | 45.82K | $1.85M | 0.01% | Add |
| HAMILTON CAPITAL PARTNERS, LLC history | Q2 2026 | 45.27K | $1.82M | 0.53% | New |
| NOTTINGHAM ADVISORS, INC. history | Q2 2026 | 45.20K | $1.82M | 0.22% | New |
| Gotham Asset Management, LLC history | Q2 2026 | 45.20K | $1.82M | 0.00% | New |
| AlTi Global, Inc. history | Q2 2026 | 44.00K | $1.77M | 0.04% | New |
| Hibernia Wealth Partners, LLC history | Q2 2026 | 43.63K | $1.76M | 0.95% | New |
| Kestra Advisory Services, LLC history | Q2 2026 | 43.28K | $1.74M | 0.01% | New |
| City Center Advisors, LLC history | Q3 2026 | 43.14K | $1.74M | 1.33% | Add |
| TradeWell Securities, LLC. history | Q2 2026 | 43.02K | $1.73M | 0.62% | New |
| Sigma Planning Corp history | Q2 2026 | 42.98K | $1.73M | 0.05% | New |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP history | Q2 2026 | 42.91K | $1.73M | 0.06% | New |
| Pallas Capital Advisors LLC history | Q2 2026 | 42.88K | $1.73M | 0.05% | New |
| Sage Advisory Services, Ltd.Co. history | Q2 2026 | 42.87K | $1.73M | 0.85% | New |
| AXS Investments LLC history | Q2 2026 | 42.72K | $1.72M | 0.49% | New |
| ASHFORD CAPITAL MANAGEMENT INC history | Q2 2026 | 41.96K | $1.69M | 0.18% | New |
| &PARTNERS history | Q2 2026 | 41.63K | $1.68M | 0.01% | New |
| Capital Investment Advisors, LLC history | Q2 2026 | 39.62K | $1.60M | 0.02% | New |
| Sovran Advisors, LLC history | Q2 2026 | 39.14K | $1.58M | 0.12% | New |
| WEBSTER BANK, N. A. history | Q2 2026 | 39.03K | $1.57M | 0.14% | New |
| Private Advisor Group, LLC history | Q2 2026 | 39.01K | $1.57M | 0.01% | New |
| DRIVE WEALTH MANAGEMENT, LLC history | Q2 2026 | 38.95K | $1.57M | 0.28% | New |
| Investors Research Corp history | Q3 2026 | 38.76K | $1.57M | 0.28% | Reduce |
| Citadel Advisors history | Q2 2026 | 38.80K | $1.56M | 0.00% | Reduce |
| Strategic Financial Concepts, LLC history | Q2 2026 | 38.52K | $1.55M | 0.46% | New |
| Great Waters Wealth Management history | Q3 2026 | 38.41K | $1.55M | 0.14% | Add |
| SCOTIA CAPITAL INC. history | Q2 2026 | 37.95K | $1.53M | 0.01% | New |
| Black Diamond Financial, LLC history | Q2 2026 | 37.38K | $1.51M | 0.13% | New |
| CENTRAL TRUST Co history | Q2 2026 | 37.28K | $1.50M | 0.03% | New |
| North Forty Two & Co. history | Q2 2026 | 37.12K | $1.50M | 1.27% | New |
| Signal Advisors Wealth, LLC history | Q2 2026 | 36.66K | $1.48M | 0.07% | New |
| Concurrent Investment Advisors, LLC history | Q2 2026 | 36.39K | $1.47M | 0.01% | New |
| HARBOUR INVESTMENTS, INC. history | Q2 2026 | 35.52K | $1.43M | 0.02% | New |
| Napier Financial, LLC history | Q2 2026 | 33.51K | $1.35M | 0.28% | New |
| Concord Wealth Partners history | Q2 2026 | 32.92K | $1.33M | 0.15% | New |
| Capstone Wealth Management Group, Inc. history | Q2 2026 | 32.91K | $1.33M | 0.80% | New |
| Curtis Advisory Group, LLC history | Q2 2026 | 32.53K | $1.31M | 0.26% | New |
| AXXCESS WEALTH MANAGEMENT, LLC history | Q2 2026 | 31.94K | $1.29M | 0.02% | New |
| IHT Wealth Management, LLC history | Q2 2026 | 31.49K | $1.27M | 0.03% | New |
| GRIMES & Co WEALTH MANAGEMENT, LLC history | Q2 2026 | 30.95K | $1.25M | 0.03% | New |
| Sachetta, LLC history | Q2 2026 | 30.39K | $1.22M | 0.59% | New |
| Shum Financial Group, Inc. history | Q2 2026 | 30.28K | $1.22M | 0.73% | New |
| STABLEFORD CAPITAL II LLC history | Q2 2026 | 30.18K | $1.22M | 0.42% | New |
| Sagace Wealth Management LLC history | Q2 2026 | 30.01K | $1.21M | 0.77% | New |
| Csenge Advisory Group history | Q2 2026 | 29.44K | $1.19M | 0.05% | New |
| AE Wealth Management LLC history | Q2 2026 | 29.02K | $1.17M | 0.01% | New |
| Garden State Investment Advisory Services LLC history | Q2 2026 | 28.42K | $1.15M | 0.26% | New |
| FIFTH THIRD BANCORP history | Q2 2026 | 28.02K | $1.13M | 0.00% | New |
| WCG Wealth Advisors LLC history | Q2 2026 | 27.97K | $1.13M | 0.03% | New |
| D.A. DAVIDSON & CO. history | Q2 2026 | 27.93K | $1.13M | 0.01% | New |
| RFG Advisory, LLC history | Q2 2026 | 27.64K | $1.11M | 0.02% | New |
| Joel Isaacson & Co., LLC history | Q2 2026 | 27.56K | $1.11M | 0.03% | New |
| AEGON USA Investment Management, LLC history | Q2 2026 | 26.30K | $1.06M | 0.78% | New |
| Mission Hills Financial Advisory, LLC history | Q2 2026 | 26.00K | $1.05M | 0.46% | New |
| Millennium Management history | Q3 2025 | 24.73K | $1.03M | 0.00% | New |
| TRUIST FINANCIAL CORP history | Q2 2026 | 25.36K | $1.02M | 0.00% | New |
| Valeo Financial Advisors, LLC history | Q3 2026 | 25.07K | $1.01M | 0.03% | Add |
| MetLife Investment Management, LLC history | Q2 2026 | 25.00K | $1.01M | 0.01% | New |
| Betterment LLC history | Q2 2026 | 24.93K | $1.00M | 0.00% | New |
| Lido Advisors, LLC history | Q2 2026 | 24.34K | $980.65K | 0.01% | New |
| Orion Porfolio Solutions, LLC history | Q2 2026 | 24.33K | $980.39K | 0.01% | New |
| RICHARDSON FINANCIAL SERVICES INC. history | Q2 2026 | 23.99K | $966.64K | 0.55% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP history | Q2 2026 | 23.93K | $964.30K | 0.00% | New |
| Opulen Financial Group LLC history | Q2 2026 | 23.69K | $954.59K | 0.60% | New |
| Brookstone Capital Management history | Q2 2026 | 23.69K | $954.46K | 0.01% | New |
| Hillsdale Investment Management Inc. history | Q2 2026 | 23.59K | $950.44K | 0.02% | New |
| FLAGSTAR SECURITIES, INC history | Q2 2026 | 23.55K | $948.75K | 0.29% | New |
| Continuum Advisory, LLC history | Q2 2026 | 23.47K | $945.73K | 0.08% | New |
| Ascent Group, LLC history | Q2 2026 | 23.44K | $944.44K | 0.03% | New |
| Tactive Advisors, LLC history | Q3 2026 | 22.77K | $919.64K | 0.22% | Reduce |
| NAPLES GLOBAL ADVISORS, LLC history | Q2 2026 | 22.59K | $910.35K | 0.06% | New |
| Qube Research & Technologies Ltd history | Q2 2026 | 22.45K | $904.71K | 0.00% | New |
| Savant Capital, LLC history | Q2 2026 | 22.31K | $898.50K | 0.00% | New |
| Prosperity Consulting Group, LLC history | Q2 2026 | 22.19K | $894.00K | 0.04% | New |
| SHP Wealth Management history | Q2 2026 | 21.72K | $875.01K | 0.06% | New |
| Parallel Advisors, LLC history | Q2 2026 | 21.34K | $860.01K | 0.01% | New |
| Perissos Private Wealth Management, LLC history | Q2 2026 | 21.00K | $846.01K | 0.57% | New |
| Darwin Wealth Management, LLC history | Q2 2026 | 19.73K | $794.87K | 0.22% | New |
| NOVUS ADVISORS, LLC history | Q2 2026 | 19.72K | $794.54K | 1.66% | New |
| First City Capital Management, Inc. history | Q2 2026 | 19.36K | $780.11K | 0.38% | New |
| Ascentis Independent Advisors history | Q2 2026 | 18.85K | $759.60K | 2.05% | New |
| Franklin Resources history | Q2 2026 | 18.70K | $753.59K | 0.00% | New |
| Cynosure Group, LLC history | Q2 2026 | 18.64K | $750.84K | 0.11% | New |
| Focus Partners Wealth history | Q2 2026 | 18.23K | $734.31K | 0.00% | New |
| Compass Financial Group, Inc. history | Q2 2026 | 17.97K | $724.17K | 0.31% | New |
| Heritage Trust Co history | Q2 2026 | 17.64K | $710.64K | 0.06% | New |
| WealthPoint Financial, LLC history | Q2 2026 | 17.54K | $706.85K | 0.52% | New |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd history | Q2 2026 | 17.50K | $705.12K | 0.04% | New |
| Hilltop Partners LLC history | Q2 2026 | 16.99K | $684.41K | 0.17% | New |
| 21 West Wealth Management LLC history | Q2 2026 | 16.65K | $670.95K | 0.57% | New |
| Koshinski Asset Management, Inc. history | Q2 2026 | 16.63K | $669.99K | 0.04% | New |
| Transamerica Financial Advisors, LLC history | Q2 2026 | 16.52K | $665.68K | 0.06% | New |
| BTS Asset Management, Inc. history | Q2 2026 | 16.38K | $659.90K | 1.39% | New |
| Invesco Ltd history | Q2 2026 | 15.82K | $637.43K | 0.00% | Hold |
| Capital Analysts, LLC history | Q2 2026 | 15.78K | $636.00K | 0.01% | New |
| SBI Securities Co., Ltd. history | Q2 2026 | 15.74K | $634.21K | 0.01% | New |
| Arete Wealth Advisors, LLC history | Q2 2026 | 15.32K | $617.24K | 0.02% | New |
| International Private Wealth Advisors LLC history | Q2 2026 | 15.28K | $615.64K | 0.32% | New |
| Spire Wealth Management history | Q2 2026 | 15.23K | $613.62K | 0.02% | New |
| Geneos Wealth Management Inc. history | Q2 2026 | 15.18K | $611.47K | 0.01% | New |
| Advance Capital Management, Inc. history | Q2 2026 | 15.14K | $609.95K | 0.02% | New |
| THRYVE WEALTH MANAGEMENT LLC history | Q2 2026 | 15.05K | $606.28K | 0.34% | New |
| HighPoint Advisor Group LLC history | Q2 2026 | 15.02K | $605.12K | 0.02% | New |
| PFG Investments, LLC history | Q2 2026 | 14.77K | $594.96K | 0.02% | New |
| Adams Wealth Management history | Q2 2026 | 14.76K | $594.60K | 0.11% | New |
| CacheTech Inc. history | Q2 2026 | 14.76K | $594.60K | 0.10% | New |
| LOCKERMAN FINANCIAL GROUP, INC. history | Q2 2026 | 14.63K | $589.36K | 0.90% | New |
| Quantum Portfolio Management LLC history | Q2 2026 | 14.54K | $585.65K | 0.21% | New |
| CULLEN/FROST BANKERS, INC. history | Q2 2026 | 14.46K | $582.62K | 0.01% | New |
| FSB PREMIER WEALTH MANAGEMENT, INC. history | Q2 2026 | 14.39K | $579.68K | 0.16% | New |
| Ausdal Financial Partners, Inc. history | Q2 2026 | 14.38K | $579.24K | 0.02% | New |
| Atria Investments, Inc history | Q2 2026 | 14.07K | $567.09K | 0.01% | New |
| SageView Advisory Group, LLC history | Q2 2026 | 13.98K | $563.22K | 0.02% | New |
| Moors & Cabot, Inc. history | Q2 2026 | 13.96K | $562.45K | 0.02% | New |
| Aptus Capital Advisors, LLC history | Q2 2026 | 13.87K | $558.68K | 0.01% | New |
| PRIMORIS WEALTH ADVISORS, LLC history | Q2 2026 | 13.84K | $557.50K | 0.25% | New |
| Legacy Wealth Partners, LLC history | Q2 2026 | 13.79K | $555.44K | 0.12% | New |
| Medallion Wealth Advisors, LLC history | Q2 2026 | 13.70K | $551.97K | 0.17% | New |
| Quartz Partners, LLC history | Q2 2026 | 13.54K | $545.61K | 0.18% | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV history | Q2 2026 | 13.46K | $542.10K | 0.03% | New |
| DIMENSION CAPITAL MANAGEMENT LLC history | Q2 2026 | 13.21K | $532.35K | 0.06% | New |
| Blake Schutter Theil Wealth Advisors, LLC history | Q2 2026 | 12.86K | $518.14K | 0.35% | New |
| Mariner, LLC history | Q2 2026 | 12.50K | $503.81K | 0.00% | New |
| Fortis Group Advisors, LLC history | Q2 2026 | 12.45K | $501.56K | 0.08% | New |
| Shepherd Financial Partners LLC history | Q2 2026 | 12.40K | $499.78K | 0.04% | New |
| Greenwich Wealth Management LLC history | Q2 2026 | 12.36K | $498.00K | 0.02% | New |
| Bank of Marin history | Q2 2026 | 12.20K | $491.54K | 0.34% | New |
| NTV ASSET MANAGEMENT LLC history | Q2 2026 | 11.90K | $479.45K | 0.05% | New |
| Compound Planning, Inc. history | Q2 2026 | 11.86K | $477.63K | 0.01% | New |
| OPTIMA CAPITAL LLC history | Q2 2026 | 11.69K | $470.83K | 0.19% | New |
| Refined Wealth Management history | Q2 2026 | 11.41K | $459.74K | 0.28% | New |
| PARSONS CAPITAL MANAGEMENT INC/RI history | Q2 2026 | 11.35K | $457.13K | 0.02% | New |
| World Investment Advisors history | Q2 2026 | 11.35K | $456.20K | 0.01% | New |
| Aletheian Wealth Advisors LLC history | Q3 2026 | 11.12K | $449.02K | 0.18% | Add |
| Fortis Capital Management LLC history | Q2 2026 | 11.12K | $448.19K | 0.06% | New |
| Investment Planning Advisors, Inc. history | Q2 2026 | 11.05K | $445.29K | 0.10% | New |
| GE INVESTMENT MANAGEMENT CORP. history | Q2 2026 | 11.04K | $444.68K | 0.14% | New |
| J.W. COLE ADVISORS, INC. history | Q2 2026 | 11.04K | $444.67K | 0.01% | New |
| ARMSTRONG ADVISORY GROUP, INC history | Q2 2026 | 10.85K | $437.27K | 0.03% | New |
| JONES FINANCIAL COMPANIES LLLP history | Q2 2026 | 10.83K | $434.92K | 0.00% | New |
| Samalin Investment Counsel, LLC history | Q2 2026 | 10.77K | $434.08K | 0.14% | New |
| PFG Advisors history | Q2 2026 | 10.77K | $433.72K | 0.02% | New |
| Brookwood Investment Group LLC history | Q2 2026 | 10.64K | $428.64K | 0.06% | New |
| Soltis Investment Advisors LLC history | Q2 2026 | 10.38K | $418.33K | 0.03% | New |
| Wealth Watch Advisors, INC history | Q2 2026 | 10.26K | $413.21K | 0.14% | New |
| Sandro Wealth Management LLC history | Q2 2026 | 10.17K | $409.85K | 0.30% | New |
| Dynamic Advisor Solutions LLC history | Q2 2026 | 10.05K | $405.05K | 0.01% | New |
| Cumberland Partners Ltd history | Q2 2026 | 9.93K | $400.24K | 0.03% | New |
| Huntleigh Advisors, Inc. history | Q2 2026 | 9.61K | $387.15K | 0.05% | New |
| Belpointe Asset Management LLC history | Q2 2026 | 9.49K | $382.57K | 0.01% | New |
| Gateway Wealth Partners, LLC history | Q2 2026 | 9.35K | $376.69K | 0.02% | New |
| Auour Investments LLC history | Q2 2026 | 9.13K | $367.93K | 0.10% | New |
| BlueChip Wealth Advisors LLC history | Q2 2026 | 9.13K | $367.73K | 0.14% | New |
| KINGSWOOD WEALTH ADVISORS, LLC history | Q2 2026 | 9.04K | $364.15K | 0.01% | New |
| Balefire, LLC history | Q2 2026 | 8.97K | $361.47K | 0.06% | New |
| CGN Advisors LLC history | Q2 2026 | 8.97K | $361.32K | 0.03% | New |
| Walser Wealth Management Company, A Ltd Liability Co history | Q2 2026 | 8.83K | $355.80K | 0.15% | New |
| Chicago Partners Investment Group LLC history | Q2 2026 | 8.61K | $346.88K | 0.01% | New |
| VERUS CAPITAL PARTNERS, LLC history | Q2 2026 | 8.57K | $345.20K | 0.02% | New |
| Marshall Financial Group, LLC history | Q2 2026 | 8.56K | $344.91K | 0.05% | New |
| Mascoma Wealth Management LLC history | Q2 2026 | 8.47K | $341.26K | 0.06% | New |
| Concord Asset Management, LLC/VA history | Q2 2026 | 8.36K | $336.90K | 0.05% | New |
| Worth Financial Advisory Group, LLC history | Q2 2026 | 8.25K | $332.55K | 0.14% | New |
| Planned Solutions, Inc. history | Q2 2026 | 8.22K | $331.07K | 0.10% | New |
| Advyzon Investment Management, LLC history | Q2 2026 | 8.12K | $327.08K | 0.02% | New |
| WETZEL INVESTMENT ADVISORS, INC. history | Q2 2026 | 8.11K | $326.63K | 0.11% | New |
| B. Riley Wealth Advisors, Inc. history | Q2 2026 | 7.99K | $321.17K | 0.03% | New |
| Kovack Advisors, Inc. history | Q2 2026 | 7.93K | $317.68K | 0.01% | New |
| Clearstead Trust, LLC history | Q2 2026 | 7.70K | $310.23K | 0.04% | New |
| Endowment Wealth Management, Inc. history | Q2 2026 | 7.70K | $310.08K | 0.12% | New |
| Allworth Financial LP history | Q2 2026 | 7.62K | $306.82K | 0.00% | New |
| AlphaStar Capital Management, LLC history | Q2 2026 | 7.55K | $304.03K | 0.02% | New |
| Navis Wealth Advisors, LLC history | Q2 2026 | 7.50K | $302.18K | 0.12% | New |
| Savvy Advisors, Inc. history | Q2 2026 | 7.50K | $302.06K | 0.01% | New |
| Royal Fund Management, LLC history | Q2 2026 | 7.35K | $296.25K | 0.03% | New |
| Midwest Trust Co history | Q2 2026 | 7.29K | $293.55K | 0.00% | New |
| HB Wealth Management, LLC history | Q2 2026 | 7.22K | $290.83K | 0.00% | New |
| Accel Wealth Management history | Q2 2026 | 7.20K | $290.07K | 0.07% | New |
| Arkadios Wealth Advisors history | Q2 2026 | 7.17K | $288.88K | 0.01% | New |
| BROWN, LISLE/CUMMINGS, INC. history | Q2 2026 | 7.11K | $286.34K | 0.06% | New |
| Outlook Wealth Advisors, LLC history | Q2 2026 | 7.07K | $284.41K | 0.06% | New |
| PCB Capital LLC history | Q2 2026 | 6.99K | $281.75K | 0.34% | New |
| Capital Advisors Wealth Management, LLC history | Q2 2026 | 6.92K | $278.72K | 0.03% | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma history | Q2 2026 | 6.90K | $278.08K | 0.01% | New |
| Rooted Wealth Advisors, Inc. history | Q2 2026 | 6.84K | $275.48K | 0.07% | New |
| CIBC Bancorp USA Inc. history | Q2 2026 | 6.75K | $272.16K | 0.00% | New |
| Sowell Financial Services LLC history | Q2 2026 | 6.74K | $271.56K | 0.01% | New |
| Balboa Wealth Partners history | Q2 2026 | 6.74K | $271.35K | 0.04% | New |
| Wealthcare Advisory Partners LLC history | Q2 2026 | 6.73K | $271.00K | 0.01% | New |
| Patten Group, Inc. history | Q2 2026 | 6.72K | $270.95K | 0.04% | New |
| Madison Wealth Partners, Inc history | Q2 2026 | 6.69K | $269.50K | 0.03% | New |
| Stronghold Wealth Management L.L.C. history | Q2 2026 | 6.61K | $266.24K | 0.36% | New |
| Tortoise Investment Management, LLC history | Q2 2026 | 6.58K | $265.11K | 0.02% | New |
| Mirador Capital Partners LP history | Q2 2026 | 6.49K | $261.61K | 0.03% | New |
| Stonebridge Financial Planning Group, LLC history | Q2 2026 | 6.38K | $257.06K | 0.08% | New |
| COMMERCE BANK history | Q2 2026 | 6.35K | $255.68K | 0.00% | New |
| Dakota Wealth Management history | Q2 2026 | 6.33K | $254.84K | 0.01% | New |
| Sterling Investment Counsel, LLC history | Q2 2026 | 6.16K | $248.19K | 0.06% | New |
| Nordwand Advisors, LLC history | Q2 2026 | 6.13K | $246.86K | 0.04% | New |
| RFG HOLDINGS, INC. history | Q2 2026 | 6.00K | $241.58K | 0.05% | New |
| Axis Wealth Partners, LLC history | Q2 2026 | 5.91K | $238.03K | 0.11% | New |
| Apollon Wealth Management, LLC history | Q2 2026 | 5.84K | $235.25K | 0.00% | New |
| MGO ONE SEVEN LLC history | Q2 2026 | 5.83K | $234.89K | 0.00% | New |
| Crestwood Advisors Group, LLC history | Q2 2026 | 5.76K | $232.11K | 0.00% | New |
| One Capital Management, LLC history | Q2 2026 | 5.78K | $231.88K | 0.01% | New |
| NewEdge Wealth, LLC history | Q2 2026 | 5.74K | $231.09K | 0.00% | New |
| PRIVATE TRUST CO NA history | Q2 2026 | 5.71K | $229.85K | 0.02% | New |
| Octavia Wealth Advisors, LLC history | Q2 2026 | 5.68K | $228.81K | 0.02% | New |
| EWA, LLC history | Q2 2026 | 5.61K | $226.19K | 0.04% | New |
| Global Financial Private Client, LLC history | Q2 2026 | 5.52K | $222.44K | 0.06% | New |
| XTX Topco Ltd history | Q2 2026 | 5.44K | $219.26K | 0.00% | New |
| Founders Financial Alliance, LLC history | Q2 2026 | 5.39K | $217.10K | 0.03% | New |
| USAdvisors Wealth Management, LLC history | Q2 2026 | 5.40K | $217.00K | 0.06% | New |
| Clear Creek Financial Management, LLC history | Q2 2026 | 5.38K | $216.85K | 0.01% | New |
| Lifeworks Advisors, LLC history | Q2 2026 | 5.32K | $214.48K | 0.02% | New |
| J2 Capital Management Inc history | Q2 2026 | 5.32K | $214.48K | 0.14% | New |
| Pinion Investment Advisors, LLC history | Q2 2026 | 5.31K | $213.90K | 0.04% | New |
| Composition Wealth, LLC history | Q2 2026 | 5.29K | $213.35K | 0.00% | New |
| Ridgeline Wealth Planning, LLC history | Q2 2026 | 5.25K | $211.44K | 0.13% | New |
| Citigroup Inc history | Q2 2026 | 5.22K | $210.39K | 0.00% | Add |
| BAILARD, INC. history | Q2 2026 | 5.17K | $208.14K | 0.00% | New |
| FIRST CITIZENS BANK & TRUST CO history | Q2 2026 | 5.13K | $206.73K | 0.00% | New |
| Advisors Capital Management, LLC history | Q2 2026 | 5.06K | $203.71K | 0.00% | New |
| GeoWealth Management, LLC history | Q2 2026 | 5.01K | $201.99K | 0.01% | New |
| Glen Eagle Advisors, LLC history | Q2 2026 | 4.96K | $199.64K | 0.03% | New |
| EP Wealth Advisors, LLC history | Q2 2026 | 3.90K | $157.17K | 0.00% | New |
| IFP Advisors, Inc history | Q2 2026 | 3.46K | $139.44K | 0.00% | New |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ history | Q2 2026 | 3.44K | $138.80K | 0.06% | New |
| Strategic Investment Advisors / MI history | Q2 2026 | 3.35K | $135.13K | 0.01% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history | Q2 2026 | 3.20K | $128.77K | 0.00% | New |
| SouthState Bank Corp history | Q2 2026 | 3.00K | $120.87K | 0.01% | New |
| Tower Research Capital LLC (TRC) history | Q2 2026 | 2.99K | $120.55K | 0.00% | New |
| YANKCOM Partnership history | Q2 2026 | 2.94K | $118.29K | 0.04% | New |
| TD Waterhouse Canada Inc. history | Q2 2026 | 2.76K | $110.68K | 0.00% | New |
| Wilmington Savings Fund Society, FSB history | Q2 2026 | 2.59K | $104.19K | 0.00% | New |
| Regatta Research & Money Management history | Q2 2026 | 2.43K | $98.03K | 0.09% | New |
| Pinnacle Wealth Planning Services, Inc. history | Q2 2026 | 2.35K | $94.56K | 0.01% | New |
| Richard W. Paul & Associates, LLC history | Q2 2026 | 2.05K | $82.47K | 0.03% | New |
| BLAIR WILLIAM & CO/IL history | Q2 2026 | 1.77K | $71.35K | 0.00% | New |
| Colonial Trust Co / SC history | Q2 2026 | 1.50K | $60.28K | 0.01% | New |
| TRUST CO OF VERMONT history | Q2 2026 | 1.41K | $56.89K | 0.00% | New |
| Triumph Capital Management history | Q2 2026 | 1.34K | $54.19K | 0.01% | New |
| CX Institutional history | Q3 2026 | 1.25K | $51.00K | 0.00% | Reduce |
| Nalls Sherbakoff Group, LLC history | Q2 2026 | 1.23K | $49.35K | 0.04% | New |
| Cornerstone Planning Group LLC history | Q2 2026 | 1.15K | $46.30K | 0.01% | New |
| AdvisorNet Financial, Inc history | Q2 2026 | 1.11K | $44.74K | 0.00% | New |
| MCF Advisors LLC history | Q2 2026 | 1.08K | $43.50K | 0.00% | New |
| Community Bank, N.A. history | Q2 2026 | 955 | $38.48K | 0.00% | New |
| Beacon Financial Strategies CORP history | Q2 2026 | 925 | $37.27K | 0.02% | New |
| Paladin Advisory Group, LLC history | Q2 2026 | 925 | $37.27K | 0.03% | New |
| PFS Partners, LLC history | Q2 2026 | 874 | $35.21K | 0.01% | New |
| Rakuten Securities, Inc. history | Q2 2026 | 783 | $31.55K | 0.01% | New |
| MJT & Associates Financial Advisory Group, Inc. history | Q3 2026 | 703 | $28.39K | 0.02% | Hold |
| ELEVATION WEALTH PARTNERS, LLC history | Q3 2026 | 680 | $27.47K | 0.01% | New |
| Index Technologies Group LLC history | Q2 2026 | 618 | $24.90K | 0.02% | New |
| Buck Wealth Strategies, LLC history | Q2 2026 | 434 | $17.49K | 0.00% | New |
| COMPASS FINANCIAL MANAGEMENT LLC history | Q2 2026 | 413 | $16.64K | 0.00% | New |
| EASTERN BANK history | Q3 2026 | 395 | $15.95K | 0.00% | Hold |
| Strategic Wealth Partners, Ltd. history | Q2 2026 | 388 | $15.63K | 0.00% | New |
| Oakmont Advisory Group, LLC history | Q2 2026 | 322 | $12.95K | 0.01% | New |
| Cape Investment Advisory, Inc. history | Q2 2026 | 306 | $12.33K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 304 | $12.25K | 0.00% | Reduce |
| WHITTIER TRUST CO history | Q2 2026 | 204 | $8.21K | 0.00% | New |
| CITY HOLDING CO history | Q2 2026 | 200 | $8.06K | 0.00% | New |
| HOLLENCREST CAPITAL MANAGEMENT history | Q2 2026 | 200 | $8.06K | 0.00% | New |
| ABOUND FINANCIAL, LLC history | Q2 2026 | 193 | $7.78K | 0.00% | New |
| DHJJ Financial Advisors, Ltd. history | Q2 2026 | 133 | $5.36K | 0.00% | New |
| Tidemark, LLC history | Q2 2026 | 127 | $5.12K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 122 | $4.92K | 0.00% | Reduce |
| CoreCap Advisors, LLC history | Q3 2026 | 120 | $4.87K | 0.00% | Reduce |
| T. Rowe Price Associates history | Q4 2024 | 104.70K | $4.37K | 0.00% | Hold |
| FARMERS & MERCHANTS INVESTMENTS INC history | Q2 2026 | 108 | $4.35K | 0.00% | New |
| Lloyd Advisory Services, LLC. history | Q2 2026 | 98 | $3.94K | 0.00% | New |
| Hughes Financial Services, LLC history | Q2 2026 | 88 | $3.55K | 0.00% | New |
| Kingdom Financial Group LLC. history | Q2 2026 | 86 | $3.47K | 0.00% | New |
| Vision Retirement, LLC history | Q2 2026 | 83 | $3.34K | 0.00% | New |
| Rossby Financial, LCC history | Q2 2026 | 82 | $3.30K | 0.00% | New |
| Greykasell Wealth Strategies, Inc. history | Q2 2026 | 75 | $3.02K | 0.00% | New |
| Capital Advisors, Ltd. LLC history | Q2 2026 | 75 | $3.00K | 0.00% | New |
| Covestor Ltd history | Q2 2026 | 68 | $3.00K | 0.00% | New |
| REAP Financial Group, LLC history | Q2 2026 | 70 | $2.82K | 0.00% | New |
| EVOLUTION WEALTH MANAGEMENT INC. history | Q2 2026 | 67 | $2.70K | 0.00% | New |
| BNP PARIBAS FINANCIAL MARKETS history | Q2 2026 | 62 | $2.50K | 0.00% | New |
| Wilkerson Advisory Group LLC history | Q2 2026 | 58 | $2.35K | 0.00% | New |
| SIGNATUREFD, LLC history | Q2 2026 | 54 | $2.18K | 0.00% | New |
| Signature Equity Partners, LLC history | Q2 2026 | 52 | $2.11K | 0.00% | New |
| AMERIFLEX GROUP, INC. history | Q2 2026 | 51 | $2.06K | 0.00% | New |
| Quest 10 Wealth Builders, Inc. history | Q2 2026 | 45 | $1.81K | 0.00% | New |
| Basepoint Wealth LLC history | Q2 2026 | 35 | $1.41K | 0.00% | New |
| Godfrey Financial Associates, Inc. history | Q2 2026 | 31 | $1.25K | 0.00% | New |
| IFG Advisory, LLC history | Q2 2026 | 25 | $988 | 0.00% | New |
| US BANCORP \DE\ history | Q2 2026 | 19 | $766 | 0.00% | New |
| Fairman Group, LLC history | Q2 2026 | 12 | $483 | 0.00% | New |
| Meramec Financial Planners, LLC history | Q2 2026 | 9 | $364 | 0.00% | New |
| Key Capital Management, INC history | Q2 2026 | 6 | $242 | 0.00% | New |
| WPG Advisers, LLC history | Q2 2026 | 5 | $201 | 0.00% | New |
| Addison Advisors LLC history | Q2 2026 | 3 | $121 | 0.00% | New |
| Lodestone Wealth Management LLC history | Q2 2026 | 2 | $81 | 0.00% | New |
| Luken Investment Analytics, LLC history | Q2 2026 | 1 | $20 | 0.00% | New |