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Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
About N/A of shares are held by financial institutions. MERIT FINANCIAL GROUP, LLC is the top corporate investor, holding 373.68K shares valued at $9.54M. A 2.91% stake in Capital Group International Bond ETF (USD-Hedged) is owned by the company. BRINKER CAPITAL INVESTMENTS, LLC owns 496.82K shares valued at $12.68M, which translates its holding of 3.87% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | MERIT FINANCIAL GROUP, LLC | 2.91% | 373.68K | 9.54M | 8.03K | +2.19% |
| Jun 30, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 3.87% | 496.82K | 12.68M | -5.64K | -1.12% |
| Jun 30, 2026 | KESTRA INVESTMENT MANAGEMENT, LLC | 6.83% | 877.17K | 22.39M | -378.84K | -30.16% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 11% | 1.41M | 36.06M | 276.88K | +24.38% |
| Jun 30, 2026 | MIRACLE MILE ADVISORS, LLC | 13.16% | 1.69M | 43.13M | 242.27K | +16.74% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 22.23% | 2.85M | 72.85M | 1M | +54.27% |
| Jun 30, 2026 | DIVERSIFY WEALTH MANAGEMENT, LLC | 0.08% | 10.82K | 274.29K | 422 | +4.06% |
| Jun 30, 2026 | DIVERSIFY ADVISORY SERVICES, LLC | 0.08% | 10.82K | 274.29K | 10.82K | +100.00% |
| Jun 30, 2026 | FIFTH THIRD BANCORP | 0.09% | 11.62K | 296.71K | 3.23K | +38.54% |
| Jun 30, 2026 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.09% | 11.94K | 304.83K | 56 | +0.47% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.98% | 125.73K | 3.21M | 39.28K | +45.43% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.97% | 124.49K | 3.18M | 20.76K | +20.01% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.08% | 10.66K | 272.15K | -32.85K | -75.50% |
| Jun 30, 2026 | MARION WEALTH MANAGEMENT | 0.08% | 10.67K | 272.46K | 0 | 0 |
| Jun 30, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.1% | 13.02K | 332.27K | 13.02K | +100.00% |
| Jun 30, 2026 | PETERSON WEALTH ADVISORS, LLC | 0.1% | 13.36K | 341.01K | 688 | +5.43% |
| Jun 30, 2026 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.11% | 13.87K | 353.98K | 13.87K | +100.00% |
| Jun 30, 2026 | PFG ADVISORS | 0.11% | 14.61K | 373.04K | 3.21K | +28.20% |
| Jun 30, 2026 | CULLEN/FROST BANKERS, INC. | 0.13% | 16.7K | 426.42K | 3.91K | +30.54% |
| Jun 30, 2026 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.16% | 20.98K | 535.62K | -465 | -2.17% |
| Jun 30, 2026 | AMERITAS ADVISORY SERVICES, LLC | 0.18% | 23.1K | 589.82K | 23.1K | +100.00% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.2% | 25.59K | 653.24K | 11.3K | +79.08% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.2% | 25.82K | 659.13K | 1.36K | +5.58% |
| Jun 30, 2026 | SOVRAN ADVISORS, LLC | 0.22% | 27.63K | 699.47K | 27.63K | +100.00% |
| Jun 30, 2026 | TEMPUS WEALTH PLANNING, LLC | 0.23% | 29.53K | 753.76K | 1.04K | +3.66% |
| Jun 30, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.23% | 30.16K | 776.8K | 5.87K | +24.18% |
| Jun 30, 2026 | CAPITAL ANALYSTS, LLC | 0.24% | 31.32K | 800K | 22.81K | +267.97% |
| Jun 30, 2026 | BANK OF NEW YORK MELLON CORP | 0.25% | 31.59K | 806.6K | 19.83K | +168.63% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.28% | 36.56K | 933.45K | 14.34K | +64.51% |
| Jun 30, 2026 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.18% | 22.69K | 579.36K | 1.68K | +7.97% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.35% | 45.29K | 1.16M | 6.28K | +16.09% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.49% | 62.92K | 1.61M | 16.63K | +35.93% |
| Jun 30, 2026 | SIGMA PLANNING CORP | 0.49% | 63.4K | 1.62M | 1.19K | +1.92% |
| Jun 30, 2026 | HOPWOOD NICHOLAS HUNTER | 0.52% | 66.38K | 1.69M | 3.68K | +5.86% |
| Jun 30, 2026 | EVERGREEN WEALTH SOLUTIONS, LLC | 0.13% | 17.11K | 434.93K | 17.11K | +100.00% |
| Jun 30, 2026 | D.A. DAVIDSON & CO. | 0.14% | 17.93K | 457.86K | -5.63K | -23.88% |
| Jun 30, 2026 | SECURITY FINANCIAL SERVICES, INC. | 0.14% | 18.2K | 464.67K | 1.54K | +9.22% |
| Jun 30, 2026 | RFG ADVISORY, LLC | 0.16% | 20.01K | 510.91K | 2.36K | +13.35% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.07% | 9.18K | 234.26K | -19.07K | -67.51% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 1.19% | 153.23K | 3.91M | 50.55K | +49.23% |
| Jun 30, 2026 | ASSETMARK, INC | 1.28% | 164.71K | 4.21M | 53.88K | +48.62% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 2% | 256.36K | 6.54M | -329.22K | -56.22% |
| Jun 30, 2026 | BENJAMIN EDWARDS INC | 2.54% | 326.5K | 8.34M | 89.52K | +37.77% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 2.85% | 365.64K | 9.34M | 108.04K | +41.94% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.53% | 67.88K | 1.73M | 6.22K | +10.08% |
| Jun 30, 2026 | VALMARK ADVISERS, INC. | 0.61% | 78.12K | 1.99M | 18.63K | +31.32% |
| Jun 30, 2026 | CAPITAL INTERNATIONAL INVESTORS | 0.71% | 90.92K | 2.32M | 30.6K | +50.73% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.84% | 107.86K | 2.75M | 70.58K | +189.31% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.85% | 109.39K | 2.79M | 690 | +0.63% |
| Jun 30, 2026 | SEI INVESTMENTS CO | 0.88% | 112.99K | 2.88M | 23.64K | +26.46% |
| Mar 31, 2026 | BENJAMIN EDWARDS INC | 1.85% | 236.98K | 5.98M | 176.59K | +292.43% |
| Mar 31, 2026 | HOPWOOD NICHOLAS HUNTER | 0.49% | 62.7K | 1.58M | 1.15K | +1.87% |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.07% | 8.39K | 211.7K | 8.39K | +100.00% |
| Mar 31, 2026 | J. DEREK LEWIS & ASSOCIATES INC. | 0.06% | 8.27K | 208.69K | 8.27K | +100.00% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.3% | 39.01K | 985K | 39.01K | +100.00% |
| Mar 31, 2026 | ASSETMARK, INC | 0.86% | 110.83K | 2.8M | 33.69K | +43.68% |
| Mar 31, 2026 | SIGMA PLANNING CORP | 0.48% | 62.21K | 1.57M | 8.93K | +16.77% |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.48% | 61.66K | 1.56M | 26.36K | +74.68% |
| Mar 31, 2026 | TEMPUS WEALTH PLANNING, LLC | 0.22% | 28.48K | 718.75K | 619 | +2.22% |
| Mar 31, 2026 | SECURITY FINANCIAL SERVICES, INC. | 0.13% | 16.66K | 420.52K | 3.19K | +23.70% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 2.01% | 257.6K | 6.5M | 123.69K | +92.37% |
| Mar 31, 2026 | D.A. DAVIDSON & CO. | 0.18% | 23.56K | 594.56K | 23.56K | +100.00% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.67% | 86.45K | 2.18M | 38.43K | +80.03% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.29% | 37.28K | 940.84K | 37.28K | +100.00% |
| Mar 31, 2026 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.19% | 24.29K | 612.82K | 10.39K | +74.71% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.11% | 14.29K | 360.56K | 4.15K | +40.88% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 14.41% | 1.85M | 46.68M | 874.63K | +89.70% |
| Mar 31, 2026 | FINANCIAL LIFE PLANNERS | 0% | 84 | 2.12K | 84 | +100.00% |
| Mar 31, 2026 | CENTRAL TRUST CO | 0% | 84 | 2.12K | 0 | 0 |
| Mar 31, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 36 | 908 | 36 | +100.00% |
| Mar 31, 2026 | ADVISORNET FINANCIAL, INC | 0% | 0 | - | -804 | -100.00% |
| Mar 31, 2026 | BROOKSTONE CAPITAL MANAGEMENT | 0% | 0 | - | -10.01K | -100.00% |
| Mar 31, 2026 | MIRACLE MILE ADVISORS, LLC | 11.27% | 1.45M | 36.52M | 49.14K | +3.52% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.22% | 28.24K | 712.71K | 28.24K | +100.00% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.19% | 24.45K | 615.75K | 24.45K | +100.00% |
| Mar 31, 2026 | 0.32% | 8.27K | 208.69K | 8.27K | +100.00% | |
| Mar 31, 2026 | VALMARK ADVISERS, INC. | 0.46% | 59.49K | 1.5M | 18.82K | +46.28% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.36% | 46.29K | 1.17M | 13.52K | +41.24% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.34% | 43.51K | 1.1M | 43.51K | +100.00% |
| Mar 31, 2026 | PROTECTIVE LIFE CORP | 0.05% | 6.34K | 159.97K | 6.34K | +100.00% |
| Mar 31, 2026 | GENEOS WEALTH MANAGEMENT INC. | 0.04% | 4.78K | 120.67K | 2.39K | +100.21% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 8.85% | 1.14M | 28.66M | 564.04K | +98.67% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 4.56% | 585.58K | 14.78M | 215.87K | +58.39% |
| Mar 31, 2026 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.02% | 384 | 9.69K | 384 | +100.00% |
| Mar 31, 2026 | KESTRA INVESTMENT MANAGEMENT, LLC | 9.78% | 1.26M | 31.7M | 941.17K | +298.93% |
| Mar 31, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 3.91% | 502.46K | 12.68M | -22.44K | -4.28% |
| Mar 31, 2026 | MERIT FINANCIAL GROUP, LLC | 2.85% | 365.66K | 9.23M | 17.47K | +5.02% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.85% | 108.7K | 2.74M | 8.28K | +8.24% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.81% | 103.73K | 2.62M | 10.94K | +11.79% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.8% | 102.68K | 2.59M | 25.18K | +32.49% |
| Mar 31, 2026 | SEI INVESTMENTS CO | 0.7% | 89.35K | 2.25M | 20.5K | +29.78% |
| Mar 31, 2026 | CAPITAL INTERNATIONAL INVESTORS | 0.47% | 60.32K | 1.52M | -30K | -33.22% |
| Mar 31, 2026 | CULLEN/FROST BANKERS, INC. | 0.1% | 12.8K | 322.88K | -268 | -2.05% |
| Mar 31, 2026 | PETERSON WEALTH ADVISORS, LLC | 0.1% | 12.67K | 319.7K | -278 | -2.15% |
| Mar 31, 2026 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.09% | 11.88K | 299.89K | 1.5K | +14.46% |
| Mar 31, 2026 | BANK OF NEW YORK MELLON CORP | 0.09% | 11.76K | 296.78K | 11.76K | +100.00% |
| Mar 31, 2026 | PFG ADVISORS | 0.09% | 11.4K | 287.63K | 2.07K | +22.13% |
| Mar 31, 2026 | MARION WEALTH MANAGEMENT | 0.08% | 10.67K | 269.31K | 0 | 0 |
| Mar 31, 2026 | RFG ADVISORY, LLC | 0.14% | 17.66K | 445.52K | 1.59K | +9.87% |
| Mar 31, 2026 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.16% | 21.02K | 530.4K | 2.53K | +13.69% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.17% | 22.23K | 560.88K | 9.35K | +72.58% |
| Mar 31, 2026 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.17% | 21.45K | 541.17K | -20.25K | -48.56% |
| Mar 31, 2026 | HAZLETT, BURT & WATSON, INC. | 0.02% | 482 | 12K | 80 | +19.90% |
| Mar 31, 2026 | CWM, LLC | 0.08% | 1.93K | 48.75K | 1.93K | +100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0.08% | 1.98K | 49.89K | 1.98K | +100.00% |
| Mar 31, 2026 | SMARTLEAF ASSET MANAGEMENT LLC | 0.02% | 2.23K | 55.96K | 2.23K | +100.00% |
| Mar 31, 2026 | ADVISORY SERVICES NETWORK, LLC | 0.02% | 2.37K | 59.81K | 2.37K | +100.00% |
| Mar 31, 2026 | CAPITAL ANALYSTS, LLC | 0.07% | 8.51K | 215K | 8.45K | +13,852.46% |
| Mar 31, 2026 | MARINER, LLC | 0.07% | 8.68K | 219.04K | 793 | +10.05% |
| Mar 31, 2026 | DIVERSIFY WEALTH MANAGEMENT, LLC | 0.08% | 10.4K | 261.83K | 10.4K | +100.00% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 5.23% | 133.91K | 3.4M | 72.1K | +116.64% |
| Dec 31, 2025 | MIRACLE MILE ADVISORS, LLC | 54.59% | 1.4M | 35.45M | 1.4M | +100.00% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 3.62% | 92.79K | 2.35M | 28.39K | +44.09% |
| Dec 31, 2025 | CAPITAL INTERNATIONAL INVESTORS | 3.53% | 90.32K | 2.29M | -245.99K | -73.14% |
| Dec 31, 2025 | ASSETMARK, INC | 3.01% | 77.13K | 1.96M | 38.09K | +97.56% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 1.28% | 32.78K | 831.19K | 12.03K | +57.97% |
| Dec 31, 2025 | TEMPUS WEALTH PLANNING, LLC | 1.09% | 27.86K | 706.61K | 7.67K | +38.00% |
| Dec 31, 2025 | DYNAMIC ADVISOR SOLUTIONS LLC | 0.72% | 18.49K | 468.84K | 18.49K | +100.00% |
| Dec 31, 2025 | ORG PARTNERS LLC | 0.65% | 16.68K | 423.06K | 5.49K | +49.02% |
| Dec 31, 2025 | CULLEN/FROST BANKERS, INC. | 0.51% | 13.06K | 331.29K | 5.51K | +72.91% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.5% | 12.88K | 326.62K | 12.88K | +100.00% |
| Dec 31, 2025 | MARION WEALTH MANAGEMENT | 0.42% | 10.67K | 271.6K | 10.67K | +100.00% |
| Dec 31, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.39% | 10.01K | 253.85K | -4.48K | -30.92% |
| Dec 31, 2025 | PFG ADVISORS | 0.36% | 9.33K | 236.69K | 9.33K | +100.00% |
| Dec 31, 2025 | STRATEGIC BLUEPRINT, LLC | 0% | 0 | - | -21.12K | -100.00% |
| Dec 31, 2025 | PETERSON WEALTH ADVISORS, LLC | 0.51% | 12.95K | 328.32K | -3.71K | -22.27% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 38.07% | 975.1K | 24.73M | 790.95K | +429.51% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 22.32% | 571.61K | 14.5M | 422.68K | +283.81% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 3.03% | 77.5K | 1.97M | 29.62K | +61.86% |
| Dec 31, 2025 | BENJAMIN EDWARDS INC | 2.36% | 60.39K | 1.53M | 41.93K | +227.11% |
| Dec 31, 2025 | SIGMA PLANNING CORP | 2.08% | 53.27K | 1.35M | 53.27K | +100.00% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 1.88% | 48.02K | 1.22M | 28.77K | +149.43% |
| Dec 31, 2025 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 1.63% | 41.69K | 1.06M | 11.29K | +37.16% |
| Dec 31, 2025 | VALMARK ADVISERS, INC. | 1.59% | 40.67K | 1.03M | 24.75K | +155.47% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 1.38% | 35.3K | 895.21K | 12.16K | +52.52% |
| Dec 31, 2025 | OLD MISSION CAPITAL LLC | 0.63% | 16.08K | 407.81K | 16.08K | +100.00% |
| Dec 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.54% | 13.9K | 352.49K | -1.29K | -8.48% |
| Dec 31, 2025 | CAPITAL ANALYSTS, LLC | 0% | 61 | 2K | 61 | +100.00% |
| Dec 31, 2025 | MORGAN STANLEY | 0% | 18 | 456 | 18 | +100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -33.07K | -100.00% |
| Dec 31, 2025 | SECURITY FINANCIAL SERVICES, INC. | 0.53% | 13.47K | 341.63K | 1.61K | +13.61% |
| Dec 31, 2025 | RFG ADVISORY, LLC | 0.63% | 16.07K | 407.51K | 41 | +0.26% |
| Dec 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 20.5% | 524.9K | 13.31M | -5.91K | -1.11% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 14.44% | 369.71K | 9.38M | 369.71K | +100.00% |
| Dec 31, 2025 | MERIT FINANCIAL GROUP, LLC | 13.6% | 348.19K | 8.83M | 20.63K | +6.30% |
| Dec 31, 2025 | KESTRA INVESTMENT MANAGEMENT, LLC | 12.29% | 314.85K | 7.98M | 314.85K | +100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 3.92% | 100.42K | 2.55M | 10.81K | +12.07% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 2.69% | 68.85K | 1.75M | 26.13K | +61.16% |
| Dec 31, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.41% | 10.38K | 263.31K | 10.38K | +100.00% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.4% | 10.14K | 257.2K | 10.14K | +100.00% |
| Dec 31, 2025 | MARINER, LLC | 0.31% | 7.89K | 200.01K | 7.89K | +100.00% |
| Dec 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.09% | 2.39K | 60.56K | 2.39K | +100.00% |
| Dec 31, 2025 | COMERICA BANK | 0.07% | 1.75K | 44.38K | 1.75K | +100.00% |
| Dec 31, 2025 | ADVISORNET FINANCIAL, INC | 0.03% | 804 | 20.4K | 804 | +100.00% |
| Dec 31, 2025 | HAZLETT, BURT & WATSON, INC. | 0.02% | 402 | 10K | 2 | +0.50% |
| Dec 31, 2025 | CENTRAL TRUST CO | 0% | 84 | 2.13K | 84 | +100.00% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -119 | -100.00% |
| Sep 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.59% | 15.19K | 385.62K | 1.56K | +11.46% |
| Sep 30, 2025 | VALMARK ADVISERS, INC. | 0.62% | 15.92K | 404.18K | 6.12K | +62.46% |
| Sep 30, 2025 | RFG ADVISORY, LLC | 0.62% | 16.03K | 406.95K | 5.58K | +53.39% |
| Sep 30, 2025 | PETERSON WEALTH ADVISORS, LLC | 0.65% | 16.66K | 421.59K | -3.64K | -17.95% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.81% | 20.75K | 526.79K | 11.9K | +134.55% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0% | 0 | - | -61 | -100.00% |
| Sep 30, 2025 | HAZLETT, BURT & WATSON, INC. | 0.02% | 400 | 10K | 400 | +100.00% |
| Sep 30, 2025 | CULLEN/FROST BANKERS, INC. | 0.29% | 7.56K | 191.82K | 5.43K | +255.53% |
| Sep 30, 2025 | ORG PARTNERS LLC | 0.44% | 11.2K | 331.42K | 3.87K | +52.92% |
| Sep 30, 2025 | SECURITY FINANCIAL SERVICES, INC. | 0.46% | 11.86K | 301.05K | 11.86K | +100.00% |
| Sep 30, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.56% | 14.49K | 367.93K | -1.27K | -8.03% |
| Sep 30, 2025 | BENJAMIN EDWARDS INC | 0.72% | 18.46K | 468.68K | 18.46K | +100.00% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.75% | 19.25K | 488.81K | 19.25K | +100.00% |
| Sep 30, 2025 | TEMPUS WEALTH PLANNING, LLC | 0.79% | 20.19K | 512.65K | 20.19K | +100.00% |
| Sep 30, 2025 | ASSETMARK, INC | 1.52% | 39.04K | 991.3K | 33.46K | +599.70% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 1.66% | 42.72K | 1.08M | 24K | +128.16% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.86% | 47.88K | 1.21M | 33.77K | +239.45% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 2.4% | 61.82K | 1.57M | 45.29K | +274.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 5.79% | 148.93K | 3.78M | 79.98K | +116.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 7.16% | 184.15K | 4.68M | 184.15K | +100.00% |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 12.74% | 327.56K | 8.32M | 327.56K | +100.00% |
| Sep 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 13.07% | 336.31K | 8.54M | -1.14M | -77.20% |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 20.64% | 530.81K | 13.48M | 530.81K | +100.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 2.5% | 64.4K | 1.64M | 32.69K | +103.12% |
| Sep 30, 2025 | STRATEGIC BLUEPRINT, LLC | 0.82% | 21.12K | 536.34K | 2.98K | +16.40% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.9% | 23.14K | 587.64K | 13.39K | +137.16% |
| Sep 30, 2025 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 1.18% | 30.4K | 771.75K | 21.36K | +236.35% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 1.29% | 33.07K | 839.52K | 15.78K | +91.34% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 3.48% | 89.61K | 2.28M | 22.65K | +33.83% |
| Jun 30, 2025 | VALMARK ADVISERS, INC. | 0.5% | 9.8K | 247.28K | 9.8K | +100.00% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0% | 61 | 1.54K | 61 | +100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.72% | 14.11K | 355.84K | 13.46K | +2,097.04% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.45% | 8.85K | 223K | 8.85K | +100.00% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.84% | 16.53K | 417K | 16.53K | +100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.88% | 17.28K | 436.09K | 17.28K | +100.00% |
| Jun 30, 2025 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.46% | 9.04K | 228.05K | 9.04K | +100.00% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.49% | 9.76K | 246.27K | 6.49K | +198.35% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 3.5% | 68.95K | 1.74M | 61.03K | +770.58% |
| Jun 30, 2025 | ASSETMARK, INC | 0.28% | 5.58K | 140.81K | 5.58K | +100.00% |
| Jun 30, 2025 | ORG PARTNERS LLC | 0.37% | 7.32K | 184.82K | 6.93K | +1,767.60% |
| Jun 30, 2025 | RFG ADVISORY, LLC | 0.53% | 10.45K | 263.68K | 10.45K | +100.00% |
| Jun 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.69% | 13.63K | 343.85K | 13.63K | +100.00% |
| Jun 30, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.8% | 15.76K | 397.6K | 5.59K | +54.93% |
| Jun 30, 2025 | STRATEGIC BLUEPRINT, LLC | 0.92% | 18.15K | 457.94K | 18.15K | +100.00% |
| Jun 30, 2025 | PETERSON WEALTH ADVISORS, LLC | 1.03% | 20.3K | 512.29K | -306 | -1.48% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.61% | 31.71K | 800K | 31.71K | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 3.39% | 66.96K | 1.69M | 25 | +0.04% |
| Jun 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 74.8% | 1.48M | 37.23M | -199.99K | -11.94% |
| Jun 30, 2025 | CULLEN/FROST BANKERS, INC. | 0.11% | 2.13K | 53.64K | 2.13K | +100.00% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 119 | 3K | 0 | 0 |
| Jun 30, 2025 | SEI INVESTMENTS CO | 0.95% | 18.72K | 472.48K | 18.72K | +100.00% |
| Mar 31, 2025 | CAPITAL INTERNATIONAL INVESTORS | 83.69% | 1.68M | 42.54M | -129.71K | -7.19% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.4% | 7.92K | 201.08K | 7.92K | +100.00% |
| Mar 31, 2025 | BROOKSTONE CAPITAL MANAGEMENT | 0.51% | 10.17K | 258.22K | -11.2K | -52.41% |
| Mar 31, 2025 | PETERSON WEALTH ADVISORS, LLC | 1.03% | 20.61K | 527.95K | -462 | -2.19% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 3.34% | 66.93K | 1.7M | 66.77K | +42,260.76% |
| Mar 31, 2025 | TRANSCENDENT CAPITAL GROUP LLC | 0% | 0 | - | -508 | -100.00% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -14.43K | -100.00% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 119 | 3.02K | 0 | 0 |
| Mar 31, 2025 | ORG PARTNERS LLC | 0.02% | 392 | 9.97K | 392 | +100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.03% | 642 | 16.3K | 392 | +156.80% |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.16% | 3.27K | 83.05K | 3.27K | +100.00% |