© 2026 Stocks Telegraph All rights reserved.
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. MML INVESTORS SERVICES, LLC is the top corporate investor, holding 40.23K shares valued at $2.79M. A 0.42% stake in American Century Quality Diversified International ETF is owned by the company. CETERA INVESTMENT ADVISERS owns 39.24K shares valued at $2.72M, which translates its holding of 0.41% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.42% | 40.23K | 2.79M | 8.79K | +27.97% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.41% | 39.24K | 2.72M | -194 | -0.49% |
| Jun 30, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.39% | 37.2K | 2.58M | 12.43K | +50.17% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.12% | 11.6K | 806K | 4.58K | +65.29% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.1% | 9.41K | 653K | 4.14K | +78.42% |
| Jun 30, 2026 | STEWARDSHIP ADVISORS, LLC | 0.09% | 8.94K | 620.84K | 0 | 0 |
| Jun 30, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.09% | 8.63K | 599.09K | 8.63K | +100.00% |
| Jun 30, 2026 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.96% | 91.25K | 6.34M | 11.72K | +14.74% |
| Jun 30, 2026 | STRATOS WEALTH ADVISORS, LLC | 1.52% | 144.94K | 10.06M | 2.28K | +1.60% |
| Jun 30, 2026 | AMERITAS ADVISORY SERVICES, LLC | 1.15% | 109.82K | 7.62M | 93.14K | +558.52% |
| Jun 30, 2026 | FSA ADVISORS, INC. | 0.05% | 4.54K | 315.14K | 4.54K | +100.00% |
| Jun 30, 2026 | TRANQUILITY PARTNERS, LLC | 0.05% | 4.8K | 333.5K | 348 | +7.81% |
| Jun 30, 2026 | WORTH FINANCIAL ADVISORY GROUP, LLC | 0.06% | 5.32K | 369.64K | 3.13K | +142.99% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.38% | 35.75K | 2.49M | 2.77K | +8.39% |
| Jun 30, 2026 | EP WEALTH ADVISORS, LLC | 0.37% | 35.42K | 2.46M | 35.42K | +100.00% |
| Jun 30, 2026 | BRIO CONSULTANTS, LLC | 0.07% | 6.69K | 464.34K | 0 | 0 |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.09% | 8.43K | 585.23K | -5.42K | -39.13% |
| Jun 30, 2026 | FMR LLC | 0.1% | 9.33K | 647.83K | 448 | +5.04% |
| Jun 30, 2026 | ATRIA INVESTMENTS, INC | 4.82% | 459.69K | 31.92M | 459.69K | +100.00% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 6.56% | 625.03K | 43.4M | 17.61K | +2.90% |
| Jun 30, 2026 | UBS GROUP AG | 0.46% | 43.84K | 3.04M | 23.24K | +112.81% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.19% | 18.03K | 1.25M | -49.67K | -73.37% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 1.55% | 147.43K | 10.24M | 2.03K | +1.40% |
| Jun 30, 2026 | KINGSVIEW WEALTH MANAGEMENT, LLC | 1.58% | 150.26K | 10.43M | 150.26K | +100.00% |
| Jun 30, 2026 | CORE WEALTH ADVISORS, INC. | 1.63% | 155.78K | 10.82M | 3.14K | +2.05% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 1.69% | 160.86K | 11.17M | -21.53K | -11.81% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 1.99% | 189.66K | 13.17M | 189.66K | +100.00% |
| Jun 30, 2026 | RETIREMENT MANAGEMENT SYSTEMS INC. | 2% | 190.4K | 13.22M | 15.09K | +8.61% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 2.55% | 243.07K | 16.88M | 73.88K | +43.66% |
| Jun 30, 2026 | GALLAGHER FIDUCIARY ADVISORS, LLC | 3.19% | 303.56K | 21.08M | 303.56K | +100.00% |
| Jun 30, 2026 | IFP ADVISORS, INC | 0.32% | 30.04K | 2.09M | 1.31K | +4.56% |
| Jun 30, 2026 | INTELLUS ADVISORS LLC | 7.78% | 741.58K | 51.49M | 17K | +2.35% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 8.02% | 763.79K | 53.03M | 41.96K | +5.81% |
| Jun 30, 2026 | AMERICAN CENTURY COMPANIES INC | 16.02% | 1.53M | 105.96M | 116.48K | +8.26% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 17.35% | 1.65M | 114.76M | 109.64K | +7.10% |
| Jun 30, 2026 | EQUITABLE HOLDINGS, INC. | 0.15% | 13.83K | 959.95K | -950 | -6.43% |
| Jun 30, 2026 | PINNACLE FINANCIAL PARTNERS, INC. | 0.37% | 35.12K | 2.44M | 705 | +2.05% |
| Jun 30, 2026 | AE WEALTH MANAGEMENT LLC | 0.62% | 59.34K | 4.12M | 19.65K | +49.51% |
| Jun 30, 2026 | BLUEDOOR PRIVATE WEALTH, LLC | 0.11% | 10.41K | 722.97K | 360 | +3.58% |
| Jun 30, 2026 | BENJAMIN EDWARDS INC | 0.11% | 10.51K | 729.52K | 926 | +9.66% |
| Jun 30, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.22% | 20.83K | 1.45M | 13.75K | +194.06% |
| Jun 30, 2026 | PEAK PLANNING GROUP, LLC | 0.27% | 25.97K | 1.8M | 2.96K | +12.87% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.31% | 29.87K | 2.07M | 2.06K | +7.40% |
| Jun 30, 2026 | FLOW TRADERS U.S. LLC | 1.07% | 101.51K | 7.05M | 101.51K | +100.00% |
| Jun 30, 2026 | WEALTH ADVISORS OF IOWA, LLC | 0.72% | 68.69K | 4.77M | -24.12K | -25.99% |
| Jun 30, 2026 | IHT WEALTH MANAGEMENT, LLC | 0.67% | 63.5K | 4.41M | 6.17K | +10.76% |
| Jun 30, 2026 | NETWORTH ADVISORS, LLC | 0.64% | 61.41K | 4.26M | 12.45K | +25.42% |
| Jun 30, 2026 | SUNPOINTE, LLC | 0.59% | 56.68K | 3.94M | -160 | -0.28% |
| Jun 30, 2026 | SOVRAN ADVISORS, LLC | 0.5% | 47.96K | 3.35M | 43 | +0.09% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.44% | 41.81K | 2.9M | 23.68K | +130.56% |
| Mar 31, 2026 | AMERICAN CENTURY COMPANIES INC | 14.79% | 1.41M | 92.25M | 398.31K | +39.38% |
| Mar 31, 2026 | CORE WEALTH ADVISORS, INC. | 1.6% | 152.64K | 9.99M | 152.64K | +100.00% |
| Mar 31, 2026 | IHT WEALTH MANAGEMENT, LLC | 0.6% | 57.34K | 3.75M | 57.34K | +100.00% |
| Mar 31, 2026 | RETIREMENT MANAGEMENT SYSTEMS INC. | 1.84% | 175.31K | 11.47M | 155.76K | +796.66% |
| Mar 31, 2026 | STRATOS WEALTH ADVISORS, LLC | 1.5% | 142.66K | 9.34M | -85.89K | -37.58% |
| Mar 31, 2026 | NETWORTH ADVISORS, LLC | 0.51% | 48.96K | 3.2M | 3.7K | +8.16% |
| Mar 31, 2026 | PINNACLE FINANCIAL PARTNERS, INC. | 0.36% | 34.41K | 2.25M | -81 | -0.23% |
| Mar 31, 2026 | PEAK PLANNING GROUP, LLC | 0.24% | 23.01K | 1.51M | 3.53K | +18.09% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 7.58% | 721.84K | 47.24M | 244.6K | +51.25% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.15% | 13.85K | 906.17K | 9.88K | +249.05% |
| Mar 31, 2026 | LLOYD ADVISORY SERVICES, LLC. | 0% | 232 | 15.17K | -1.57K | -87.13% |
| Mar 31, 2026 | KINGDOM FINANCIAL GROUP LLC. | 0% | 232 | 15.17K | 0 | 0 |
| Mar 31, 2026 | VANGUARD ADVISERS INC | 0% | 20 | 1.31K | 20 | +100.00% |
| Mar 31, 2026 | D.A. DAVIDSON & CO. | 0% | 0 | - | -61.53K | -100.00% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0% | 0 | - | -12.17K | -100.00% |
| Mar 31, 2026 | BLUECHIP WEALTH ADVISORS LLC | 0% | 0 | - | -4.19K | -100.00% |
| Mar 31, 2026 | AMERITAS ADVISORY SERVICES, LLC | 0.17% | 16.68K | 1.09M | 7.51K | +81.98% |
| Mar 31, 2026 | EQUITABLE HOLDINGS, INC. | 0.16% | 14.78K | 948.77K | -830 | -5.32% |
| Mar 31, 2026 | FMR LLC | 0.09% | 8.88K | 581.29K | 379 | +4.46% |
| Mar 31, 2026 | FISHER ASSET MANAGEMENT, LLC | 0.09% | 8.29K | 542.5K | 8.29K | +100.00% |
| Mar 31, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.07% | 7.08K | 463.52K | 7.08K | +100.00% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.07% | 7.02K | 459K | 1.41K | +25.16% |
| Mar 31, 2026 | MARINER, LLC | 0.07% | 6.95K | 454.81K | 6.95K | +100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0.22% | 20.6K | 1.35M | 12.16K | +144.13% |
| Mar 31, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.26% | 24.77K | 1.62M | 352 | +1.44% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.29% | 27.81K | 1.82M | 25.12K | +934.21% |
| Mar 31, 2026 | IFP ADVISORS, INC | 0.3% | 28.73K | 1.88M | 566 | +2.01% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.33% | 31.44K | 2.06M | -11.05K | -26.00% |
| Mar 31, 2026 | SUNPOINTE, LLC | 0.6% | 56.84K | 3.72M | 0 | 0 |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.71% | 67.7K | 4.43M | -1.04K | -1.51% |
| Mar 31, 2026 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.83% | 79.52K | 5.2M | 32.03K | +67.45% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 1.53% | 145.39K | 9.51M | 7.89K | +5.74% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 1.91% | 182.39K | 11.94M | 55.44K | +43.67% |
| Mar 31, 2026 | BLUEDOOR PRIVATE WEALTH, LLC | 0.11% | 10.05K | 657.87K | 484 | +5.06% |
| Mar 31, 2026 | 0.1% | 10.05K | 657.87K | 484 | +5.06% | |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 16.2% | 1.54M | 100.99M | -123.49K | -7.41% |
| Mar 31, 2026 | WORTH FINANCIAL ADVISORY GROUP, LLC | 0.02% | 2.19K | 2.52M | -3.4K | -60.78% |
| Mar 31, 2026 | TRANQUILITY PARTNERS, LLC | 0.05% | 4.46K | 291.52K | 48 | +1.09% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.06% | 5.27K | 345K | 5.27K | +100.00% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.19% | 18.13K | 1.19M | 18.13K | +100.00% |
| Mar 31, 2026 | WEALTH ADVISORS OF IOWA, LLC | 0.97% | 92.8K | 6.07M | -37.78K | -28.93% |
| Mar 31, 2026 | INTELLUS ADVISORS LLC | 7.6% | 724.58K | 47.42M | 9.43K | +1.32% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.03% | 2.38K | 155.88K | 2.38K | +100.00% |
| Mar 31, 2026 | TOTAL CLARITY WEALTH MANAGEMENT, INC. | 0.04% | 3.35K | 218.95K | 3.35K | +100.00% |
| Mar 31, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.05% | 4.44K | 290.47K | -2.6K | -36.97% |
| Mar 31, 2026 | WAVERLY ADVISORS, LLC | 0.06% | 5.77K | 377.72K | 5.77K | +100.00% |
| Mar 31, 2026 | BRIO CONSULTANTS, LLC | 0.07% | 6.69K | 461.94K | 0 | 0 |
| Mar 31, 2026 | STEWARDSHIP ADVISORS, LLC | 0.09% | 8.94K | 585.16K | 0 | 0 |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 1.78% | 169.19K | 11.07M | 50.22K | +42.21% |
| Mar 31, 2026 | SOVRAN ADVISORS, LLC | 0.5% | 47.91K | 3.31M | -12.85K | -21.15% |
| Mar 31, 2026 | AE WEALTH MANAGEMENT LLC | 0.42% | 39.69K | 2.6M | 4.68K | +13.37% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.41% | 39.44K | 2.58M | 2.24K | +6.02% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.35% | 32.99K | 2.16M | -692 | -2.05% |
| Mar 31, 2026 | BENJAMIN EDWARDS INC | 0.1% | 9.58K | 627.01K | -39 | -0.41% |
| Mar 31, 2026 | INVESTMENT ADVISORY GROUP, LLC | 0.03% | 3.3K | 215.95K | 3.3K | +100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 0.01% | 1.13K | 74.08K | 0 | 0 |
| Mar 31, 2026 | ARCHER INVESTMENT CORP | 0% | 249 | 16.3K | 0 | 0 |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 6.37% | 607.42K | 39.75M | 243.58K | +66.95% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.47% | 33.68K | 2.17M | -374 | -1.10% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.19% | 12.17K | 781.18K | -12.87K | -51.40% |
| Dec 31, 2025 | STEWARDSHIP ADVISORS, LLC | 0.14% | 8.94K | 574.17K | 63 | +0.71% |
| Dec 31, 2025 | UBS GROUP AG | 0.12% | 8.44K | 541.87K | 3.38K | +66.81% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 6.71% | 477.24K | 30.64M | 138.4K | +40.85% |
| Dec 31, 2025 | INTELLUS ADVISORS LLC | 10.06% | 715.15K | 45.92M | 25.46K | +3.69% |
| Dec 31, 2025 | SOVRAN ADVISORS, LLC | 0.94% | 60.76K | 4.02M | 4.37K | +7.75% |
| Dec 31, 2025 | BRIO CONSULTANTS, LLC | 0.1% | 6.69K | 429.44K | 6.69K | +100.00% |
| Dec 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.1% | 7.04K | 452.23K | 7.04K | +100.00% |
| Dec 31, 2025 | 0% | 167 | 11.48K | 167 | +100.00% | |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -1.02K | -100.00% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -7.68K | -100.00% |
| Dec 31, 2025 | CREATIVE PLANNING | 0% | 0 | - | -3.28K | -100.00% |
| Dec 31, 2025 | D.A. DAVIDSON & CO. | 0.95% | 61.53K | 3.95M | 10.01K | +19.43% |
| Dec 31, 2025 | WEALTH ADVISORS OF IOWA, LLC | 2.01% | 130.58K | 8.38M | 28.47K | +27.88% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 1.95% | 137.5K | 8.83M | 1.48K | +1.09% |
| Dec 31, 2025 | FLOW TRADERS U.S. LLC | 0.32% | 23.2K | 1.49M | 23.2K | +100.00% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.08% | 5.61K | 360K | 5.61K | +100.00% |
| Dec 31, 2025 | TRANQUILITY PARTNERS, LLC | 0.07% | 4.41K | 282.96K | -141 | -3.10% |
| Dec 31, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0.06% | 4.19K | 269.1K | 4.19K | +100.00% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.06% | 3.97K | 254.74K | 3.97K | +100.00% |
| Dec 31, 2025 | LLOYD ADVISORY SERVICES, LLC. | 0.03% | 1.8K | 115.76K | 1.8K | +100.00% |
| Dec 31, 2025 | KINGDOM FINANCIAL GROUP LLC. | 0% | 232 | 14.87K | 232 | +100.00% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 14.33% | 1.01M | 64.94M | -178.29K | -14.99% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 23.29% | 1.67M | 107.02M | -93.85K | -5.33% |
| Dec 31, 2025 | SUNPOINTE, LLC | 0.88% | 56.84K | 3.65M | 185 | +0.33% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 5.08% | 363.83K | 23.36M | -8.12K | -2.18% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.8% | 126.95K | 8.15M | 2.29K | +1.83% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 1.66% | 118.97K | 7.64M | 97.08K | +443.48% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.96% | 68.73K | 4.41M | 60.89K | +776.15% |
| Dec 31, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.14% | 9.16K | 588.45K | 5.91K | +181.71% |
| Dec 31, 2025 | WORTH FINANCIAL ADVISORY GROUP, LLC | 0.09% | 5.59K | 358.74K | 18 | +0.32% |
| Dec 31, 2025 | ARCHER INVESTMENT CORP | 0% | 249 | 15.99K | 0 | 0 |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.04% | 2.69K | 173K | 2.69K | +100.00% |
| Dec 31, 2025 | MORGAN STANLEY | 0.02% | 1.13K | 72.69K | 0 | 0 |
| Dec 31, 2025 | FMR LLC | 0.12% | 8.5K | 546.05K | -17 | -0.20% |
| Dec 31, 2025 | BENJAMIN EDWARDS INC | 0.15% | 9.62K | 617.73K | 712 | +7.99% |
| Dec 31, 2025 | EQUITABLE HOLDINGS, INC. | 0.22% | 15.61K | 1M | 188 | +1.22% |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.34% | 24.42K | 1.57M | 694 | +2.92% |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.39% | 28.17K | 1.81M | 235 | +0.84% |
| Dec 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.49% | 35.01K | 2.25M | -16.99K | -32.67% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.6% | 42.49K | 2.73M | 1.01K | +2.44% |
| Dec 31, 2025 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.66% | 47.49K | 3.05M | 24.96K | +110.74% |
| Dec 31, 2025 | STRATOS WEALTH ADVISORS, LLC | 3.52% | 228.55K | 14.68M | 3.7K | +1.65% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.52% | 37.2K | 2.39M | 1.39K | +3.88% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 17.64% | 1.19M | 72.99M | -144.22K | -10.81% |
| Sep 30, 2025 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.33% | 22.54K | 1.38M | 9.33K | +70.66% |
| Sep 30, 2025 | STEWARDSHIP ADVISORS, LLC | 0.13% | 8.88K | 544.73K | -47 | -0.53% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.53% | 35.81K | 2.2M | 32K | +839.60% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.11% | 7.68K | 471.11K | 7.68K | +100.00% |
| Sep 30, 2025 | TRANQUILITY PARTNERS, LLC | 0.07% | 4.55K | 279.03K | 52 | +1.16% |
| Sep 30, 2025 | PAINTED PORCH ADVISORS LLC | 0.02% | 1.55K | 94.97K | 0 | 0 |
| Sep 30, 2025 | ARCHER INVESTMENT CORP | 0% | 249 | 15.28K | 249 | +100.00% |
| Sep 30, 2025 | EQUITABLE HOLDINGS, INC. | 0.23% | 15.42K | 945.9K | 10.13K | +191.46% |
| Sep 30, 2025 | PARK SQUARE FINANCIAL GROUP, LLC | 0% | 0 | - | -7.89K | -100.00% |
| Sep 30, 2025 | FMR LLC | 0.13% | 8.52K | 522.75K | -6 | -0.07% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 5.02% | 338.84K | 20.79M | 33.92K | +11.12% |
| Sep 30, 2025 | STRATOS WEALTH ADVISORS, LLC | 3.33% | 224.85K | 13.79M | -4.08K | -1.78% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 5.52% | 371.96K | 22.82M | 1.99K | +0.54% |
| Sep 30, 2025 | WEALTH ADVISORS OF IOWA, LLC | 1.51% | 102.11K | 6.26M | 102.11K | +100.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.5% | 34.05K | 2.08M | 1.66K | +5.12% |
| Sep 30, 2025 | MORGAN STANLEY | 0.02% | 1.13K | 69.45K | -11 | -0.96% |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.02% | 1.02K | 62.7K | 0 | 0 |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.37% | 25.03K | 1.54M | -140.04K | -84.83% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.35% | 23.73K | 1.46M | -10.55K | -30.78% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.32% | 21.89K | 1.34M | -55.61K | -71.75% |
| Sep 30, 2025 | ASTORIA PORTFOLIO ADVISORS LLC. | 0.08% | 5.51K | 342.17K | -215 | -3.76% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.62% | 41.48K | 2.54M | -5.09K | -10.92% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 2.02% | 136.02K | 8.34M | -804 | -0.59% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.85% | 124.66K | 7.65M | 61.89K | +98.59% |
| Sep 30, 2025 | SUNPOINTE, LLC | 0.84% | 56.66K | 3.48M | 0 | 0 |
| Sep 30, 2025 | SOVRAN ADVISORS, LLC | 0.84% | 56.39K | 3.49M | 18.44K | +48.58% |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.77% | 52K | 3.19M | 13.51K | +35.11% |
| Sep 30, 2025 | D.A. DAVIDSON & CO. | 0.77% | 51.52K | 3.16M | 10.4K | +25.30% |
| Sep 30, 2025 | IFP ADVISORS, INC | 0.41% | 27.93K | 1.71M | 4.42K | +18.79% |
| Sep 30, 2025 | BENJAMIN EDWARDS INC | 0.13% | 8.91K | 546.53K | 1.86K | +26.46% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 7.85K | 481.29K | -10.45K | -57.11% |
| Sep 30, 2025 | WORTH FINANCIAL ADVISORY GROUP, LLC | 0.08% | 5.57K | 341.66K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.08% | 5.06K | 310.37K | -3.35K | -39.80% |
| Sep 30, 2025 | CREATIVE PLANNING | 0.05% | 3.28K | 201.23K | 3.28K | +100.00% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.05% | 3.25K | 199.57K | -605 | -15.68% |
| Sep 30, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0% | 0 | - | -4.28K | -100.00% |
| Sep 30, 2025 | SYNOVUS FINANCIAL CORP | 0.49% | 33.12K | 2.03M | 883 | +2.74% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 26.1% | 1.76M | 108.01M | 29.75K | +1.72% |
| Sep 30, 2025 | INTELLUS ADVISORS LLC | 10.23% | 689.69K | 42.31M | 62.77K | +10.01% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 5.89% | 369.96K | 21.55M | 23.45K | +6.77% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.37% | 23.51K | 1.37M | 22.18K | +1,667.89% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.5% | 31.19K | 1.82M | 242 | +0.78% |
| Jun 30, 2025 | SYNOVUS FINANCIAL CORP | 0.51% | 32.24K | 1.88M | -2.61K | -7.50% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.52% | 32.39K | 1.89M | 1.07K | +3.41% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.55% | 34.28K | 2M | 11.25K | +48.82% |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.61% | 38.48K | 2.24M | 26.43K | +219.13% |
| Jun 30, 2025 | D.A. DAVIDSON & CO. | 0.65% | 41.12K | 2.4M | 41.12K | +100.00% |
| Jun 30, 2025 | SUNPOINTE, LLC | 0.9% | 56.66K | 3.3M | 13 | +0.02% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1% | 62.77K | 3.66M | 9.83K | +18.57% |
| Jun 30, 2025 | PAINTED PORCH ADVISORS LLC | 0.02% | 1.55K | 90.17K | 24 | +1.57% |
| Jun 30, 2025 | PARK SQUARE FINANCIAL GROUP, LLC | 0.13% | 7.89K | 459.59K | 7.41K | +1,554.09% |
| Jun 30, 2025 | SOVRAN ADVISORS, LLC | 0.6% | 37.95K | 2.21M | 24.96K | +192.10% |
| Jun 30, 2025 | INTELLUS ADVISORS LLC | 9.98% | 626.92K | 36.52M | 399.21K | +175.31% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 2.63% | 165.07K | 9.62M | 126.52K | +328.14% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 4.85% | 304.92K | 17.76M | 47.95K | +18.66% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 21.23% | 1.33M | 77.7M | 13.81K | +1.05% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 27.55% | 1.73M | 100.82M | 858K | +98.30% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.02% | 1.02K | 59.53K | 1.02K | +100.00% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 3.81K | 221.99K | 3.81K | +100.00% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.06% | 3.86K | 224.73K | 3.86K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 0.02% | 1.14K | 66.58K | 11 | +0.97% |
| Jun 30, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0.07% | 4.28K | 249.43K | 0 | 0 |
| Jun 30, 2025 | EQUITABLE HOLDINGS, INC. | 0.08% | 5.29K | 308.14K | 5.29K | +100.00% |
| Jun 30, 2025 | WORTH FINANCIAL ADVISORY GROUP, LLC | 0.09% | 5.57K | 324.39K | 18 | +0.32% |
| Jun 30, 2025 | ASTORIA PORTFOLIO ADVISORS LLC. | 0.09% | 5.72K | 340.35K | 312 | +5.77% |
| Jun 30, 2025 | BENJAMIN EDWARDS INC | 0.11% | 7.05K | 410.37K | 1.03K | +17.12% |
| Jun 30, 2025 | TRANQUILITY PARTNERS, LLC | 0.07% | 4.5K | 261.9K | 305 | +7.28% |
| Jun 30, 2025 | FMR LLC | 0.14% | 8.53K | 496.67K | -68 | -0.79% |
| Jun 30, 2025 | STEWARDSHIP ADVISORS, LLC | 0.14% | 8.93K | 519.94K | 0 | 0 |
| Jun 30, 2025 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.21% | 13.21K | 769.19K | 310 | +2.40% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.29% | 18.29K | 1.07M | -13.59K | -42.62% |
| Jun 30, 2025 | 0.02% | 1.55K | 90.17K | 24 | +1.57% | |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.74% | 46.56K | 2.71M | 28.57K | +158.74% |
| Jun 30, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.12% | 7.5K | 437.05K | 723 | +10.66% |
| Jun 30, 2025 | UBS GROUP AG | 0.13% | 8.4K | 489.53K | 3.95K | +88.47% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 1.23% | 77.5K | 4.51M | 77.5K | +100.00% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 2.18% | 136.82K | 7.97M | 22.3K | +19.47% |
| Jun 30, 2025 | STRATOS WEALTH ADVISORS, LLC | 3.64% | 228.93K | 13.34M | 10.95K | +5.02% |
| Mar 31, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.6% | 30.95K | 1.6M | 2.2K | +7.67% |
| Mar 31, 2025 | SYNERGY ASSET MANAGEMENT, LLC | 0% | 0 | - | -4.21K | -100.00% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -38.21K | -100.00% |
| Mar 31, 2025 | ASTORIA PORTFOLIO ADVISORS LLC. | 0.1% | 5.41K | 285.21K | 5.41K | +100.00% |
| Mar 31, 2025 | WORTH FINANCIAL ADVISORY GROUP, LLC | 0.11% | 5.55K | 287.65K | -325 | -5.53% |
| Mar 31, 2025 | BENJAMIN EDWARDS INC | 0.12% | 6.02K | 311.7K | 6.02K | +100.00% |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.23% | 12.06K | 624.89K | 3.79K | +45.89% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.61% | 31.33K | 1.63M | 49 | +0.16% |
| Mar 31, 2025 | SUNPOINTE, LLC | 1.1% | 56.65K | 2.94M | -300 | -0.53% |
| Mar 31, 2025 | FMR LLC | 0.17% | 8.6K | 445.4K | 5.17K | +150.95% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.62% | 31.88K | 1.65M | 31.88K | +100.00% |
| Mar 31, 2025 | SYNOVUS FINANCIAL CORP | 0.68% | 34.85K | 1.81M | -233 | -0.66% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.75% | 38.56K | 2M | 29.63K | +332.13% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.03% | 52.94K | 2.74M | -3.45K | -6.11% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 0 | - | -7.99K | -100.00% |
| Mar 31, 2025 | 0.01% | 477 | 24.72K | 477 | +100.00% | |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.03% | 1.33K | 68.92K | 1.33K | +100.00% |
| Mar 31, 2025 | TRANQUILITY PARTNERS, LLC | 0.08% | 4.19K | 217.2K | 4.19K | +100.00% |
| Mar 31, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0.08% | 4.28K | 221.89K | 4.28K | +100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0.09% | 4.46K | 231.07K | 3.47K | +351.32% |
| Mar 31, 2025 | STRATOS WEALTH ADVISORS, LLC | 4.22% | 217.98K | 11.3M | 217.98K | +100.00% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 4.98% | 256.97K | 13.32M | 16.34K | +6.79% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 6.71% | 346.52K | 17.96M | 5.92K | +1.74% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 25.58% | 1.32M | 68.41M | -42.45K | -3.12% |
| Mar 31, 2025 | STEWARDSHIP ADVISORS, LLC | 0.17% | 8.93K | 462.55K | -9.27K | -50.93% |
| Mar 31, 2025 | MORGAN STANLEY | 0.02% | 1.13K | 58.66K | 93 | +8.95% |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.13% | 6.78K | 351.34K | 1.53K | +29.02% |
| Mar 31, 2025 | GLADSTONE INSTITUTIONAL ADVISORY LLC | 0.25% | 12.9K | 668.22K | -100 | -0.77% |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.35% | 18K | 933K | -18.91K | -51.24% |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.45% | 23.04K | 1.19M | 522 | +2.32% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 16.91% | 872.81K | 45.23M | -693.69K | -44.28% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 2.22% | 114.52K | 5.93M | 82.97K | +263.01% |