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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — MLPB
Institutional Holdings
Insider Transactions
Institution
Shares
Value
Change
Filing Date
CIBC Bancorp USA Inc.
3.08M
$88.0M
-18.4K
2026-06-30
WELLS FARGO & COMPANY/MN
2.25M
$64.0M
-2.3K
2026-06-30
Marion Wealth Management
598.3K
$17.0M
-4.0K
2026-06-30
PNC Financial Services Group, Inc.
137.3K
$3.0M
-412
2026-06-30
MAI Capital Management
100.0K
$2.0M
+11
2026-06-30
MBL Wealth, LLC
60.0K
$1.0M
-78
2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
24.6K
--
--
2026-06-30
GLENMEDE TRUST CO NA
22.0K
--
--
2026-06-30
DIVERSIFIED TRUST CO
21.2K
--
-1.6K
2026-06-30
Savvy Advisors, Inc.
21.0K
--
-835
2026-06-30
CITADEL ADVISORS LLC
18.5K
--
-101
2026-06-30
IFP Advisors, Inc
15.8K
--
-702
2026-06-30
FIFTH THIRD BANCORP
11.4K
--
-3.0K
2026-06-30
Callan Family Office, LLC
10.7K
--
--
2026-06-30
LPL Financial LLC
10.4K
--
-988
2026-06-30
COMMERCE BANK
9.5K
--
--
2026-06-30
Creative Planning
9.4K
--
+1.3K
2026-06-30
ETF Store, Inc.
8.8K
--
--
2026-06-30
Genesis Financial Group, LLC
8.6K
--
+500
2026-06-30
EP Wealth Advisors, LLC
7.3K
--
--
2026-06-30
MORGAN STANLEY
5.8K
--
+3.5K
2026-06-30
FIRST HORIZON CORP
4.8K
--
--
2026-06-30
JPMORGAN CHASE & CO
2.9K
--
--
2026-06-30
PRIVATE TRUST CO NA
1.8K
--
--
2026-06-30
AMERICAN NATIONAL BANK & TRUST
1.8K
--
--
2026-06-30
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