How many institutions own AVES stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AVES shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Avantis Emerging Markets Value ETF stock?

GOLDEN BELL FINANCIAL PLANNING LLC, in the last quarter, reduced its stake in AVES by -5.81% restricting it's holding to 126.67 thousand shares of worth nearly $8.31M. PARKSHORE WEALTH MANAGEMENT, INC. also lessened -6.07% of the AVES shares from its portfolio, reducing its holding to 48.11 thousand shares of worth $3.16M. NORTHLAND CAPITAL MANAGEMENT LLC also shunned AVES shares holding by -17.18% last quarter which brought its holding to 59.15 thousand shares worth $3.88M.

Investors who are buying AVES stock?

As per its latest 13F filing, MEREDITH WEALTH PLANNING increased its stake in AVES by 1.14% in the last quarter. The institutional holder raised its holding to 289.07 thousand shares having worth more than $18.96M. DIVERSIFIED PORTFOLIOS, INC. also added 100% more shares of AVES to its portfolio, raising its holding to 117.42 thousand shares of worth $7.70M. CORNERSTONE WEALTH PARTNERS, LLC also increased its AVES shares holding by 13.33% which brought its holding to 133.74 thousand shares worth $8.77M.

AVES's major insiders: who are they?

The insider with the most stakes in AVES is N/A , N/A at the company. Additionally, AVES stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell AVES stock?

Company executives, directors, and other insiders own N/A percent of Avantis Emerging Markets Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which AVES insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AVES stock?

There have been 0 transaction(s) during the past 6-months in which Avantis Emerging Markets Value ETF insiders have bought stock, totalling 0 shares

How much of AVES does insiders own?

Around 0 Avantis Emerging Markets Value ETF shares are held by insiders, which represents about N/A of AVES stock.

Who is the insider with the largest stake?

AVES N/A, N/A holds the largest portfolio of the company's shares. AVES shares owned by N/A total nearly -.

Which institution holds the most shares in AVES?

MEREDITH WEALTH PLANNING is the largest institutional owner in AVES which holds 289.07 thousand shares worth $18.96M or 2.03% of the total AVES shares outstanding followed by DIVERSIFIED PORTFOLIOS, INC. with ownership of 117.42 thousand shares representing 0.82% of the AVES ownership. GOLDEN BELL FINANCIAL PLANNING LLC is the third largest stakeholder with 126.67 thousand shares or 0.89% of the ownership worth more than $8.31M.

Is Avantis Emerging Markets Value ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AVES is concerned, it is a stock which is not optionable.

Is there a short position on AVES's shares?

Number of AVES shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AVES shares are there?

As of today, null shares of AVES are outstanding.

Is there many float in AVES stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AVES has null shares in float.

AVES short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AVES is null.

Avantis Emerging Markets Value ETF (AVES) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. MEREDITH WEALTH PLANNING is the top corporate investor, holding 289.07K shares valued at $18.96M. A 2.03% stake in Avantis Emerging Markets Value ETF is owned by the company. DIVERSIFIED PORTFOLIOS, INC. owns 117.42K shares valued at $7.70M, which translates its holding of 0.82% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MEREDITH WEALTH PLANNING	2.03%	289.07K	18.96M	3.27K	+1.14%
Jun 30, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.82%	117.42K	7.7M	117.42K	+100.00%
Jun 30, 2026	GOLDEN BELL FINANCIAL PLANNING LLC	0.89%	126.67K	8.31M	-7.82K	-5.81%
Jun 30, 2026	CORNERSTONE WEALTH PARTNERS, LLC	0.94%	133.74K	8.77M	15.74K	+13.33%
Jun 30, 2026	PARKSHORE WEALTH MANAGEMENT, INC.	0.34%	48.11K	3.16M	-3.11K	-6.07%
Jun 30, 2026	1620 INVESTMENT ADVISORS, INC.	0.37%	52.32K	3.43M	52.32K	+100.00%
Jun 30, 2026	NORTHLAND CAPITAL MANAGEMENT LLC	0.41%	59.15K	3.88M	-12.27K	-17.18%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.65%	92.25K	6.05M	-2.98K	-3.13%
Jun 30, 2026	OCEANSIDE ADVISORS LLC	0.67%	96.08K	6.3M	2.59K	+2.77%
Jun 30, 2026	AUSTIN WEALTH MANAGEMENT, LLC	1.12%	160.15K	10.08M	7.98K	+5.24%
Jun 30, 2026	FIDELITY D & D BANCORP INC	1.46%	208.89K	13.7M	24.32K	+13.17%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	18.26%	2.61M	170.9M	19.23K	+0.74%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.91%	129.35K	8.49M	66.54K	+105.93%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.93%	132.34K	8.68M	23.62K	+21.72%
Jun 30, 2026		0.73%	103.46K	6.79M	3.32K	+3.32%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.94%	134.79K	8.84M	11.4K	+9.24%
Jun 30, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.99%	141.82K	9.3M	-1.8K	-1.25%
Jun 30, 2026	APEIRON RIA LLC	1.04%	148.71K	9.76M	1.01K	+0.68%
Jun 30, 2026	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	1.05%	149.67K	9.82M	1.2K	+0.81%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	1.16%	165.17K	10.84M	7.41K	+4.70%
Jun 30, 2026	EMPOWERED FUNDS, LLC	4.87%	695.22K	45.61M	-18.58K	-2.60%
Jun 30, 2026	CSS LLC/IL	0.44%	62.97K	4.13M	0	0
Jun 30, 2026	PFC CAPITAL GROUP, INC.	0.46%	66.3K	4.35M	1.54K	+2.38%
Jun 30, 2026	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	0.67%	95.37K	6.26M	4.35K	+4.78%
Jun 30, 2026	B&D WHITE CAPITAL COMPANY, LLC	1.25%	178.42K	11.7M	-52.38K	-22.69%
Jun 30, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.48%	211.65K	13.88M	15.2K	+7.74%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.8%	114.17K	7.49M	9.6K	+9.18%
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	12.73%	1.82M	119.17M	39.16K	+2.20%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.43%	61.5K	4.03M	61.5K	+100.00%
Jun 30, 2026	BAYSHORE ASSET MANAGEMENT, LLC	0.61%	87.33K	5.73M	1.29K	+1.50%
Jun 30, 2026	ENTREWEALTH, LLC	0.43%	60.9K	3.95M	5.74K	+10.41%
Jun 30, 2026	ANDERSON HOAGLAND & CO	1.11%	157.95K	10.36M	-6.11K	-3.72%
Jun 30, 2026	BSW WEALTH PARTNERS	1.31%	186.69K	12.25M	-5.83K	-3.03%
Jun 30, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	1.55%	221.78K	14.55M	937	+0.42%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.73%	247.06K	16.21M	1.89K	+0.77%
Jun 30, 2026	ARMBRUSTER CAPITAL MANAGEMENT, INC.	2.48%	353.76K	23.21M	5.38K	+1.54%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.62%	89.13K	5.85M	1.35K	+1.54%
Jun 30, 2026	ATLAS FINANCIAL PLANNING LLC	0.73%	103.46K	6.79M	3.32K	+3.32%
Jun 30, 2026	THREE ARCH WEALTH MANAGEMENT LLC	1.82%	259.89K	17.05M	19.97K	+8.32%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	2.11%	300.91K	19.74M	-2.79K	-0.92%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	15.78%	2.25M	147.71M	88.08K	+4.07%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.47%	67.18K	4.41M	-562	-0.83%
Jun 30, 2026	MB GENERATIONAL WEALTH, LLC	0.5%	71.94K	4.72M	543	+0.76%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.52%	74.24K	4.87M	2.6K	+3.64%
Jun 30, 2026	LPL FINANCIAL LLC	0.54%	77.37K	5.08M	30.95K	+66.70%
Jun 30, 2026	GREENSPRING ADVISORS, LLC	0.54%	77.62K	5.09M	-538	-0.69%
Jun 30, 2026	MARINER, LLC	0.57%	80.62K	5.29M	61.83K	+329.09%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	85.95K	5.64M	31.6K	+58.13%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.68%	96.79K	6.35M	41.99K	+76.63%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.46%	65.42K	4.29M	-195	-0.30%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.65%	92.43K	6.06M	12.26K	+15.29%
Jun 30, 2026	SYMMETRY PARTNERS, LLC	2.79%	397.75K	26.09M	8.09K	+2.08%
Jun 30, 2026	COLONY GROUP, LLC	4.97%	709.78K	46.56M	-27.73K	-3.76%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	17.52%	2.5M	163.95M	330.87K	+15.26%
Jun 30, 2026	EJMK VENTURES LLC	0.77%	110.43K	7.24M	43.81K	+65.77%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.46%	65.61K	3.94M	887	+1.37%
Mar 31, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	1.55%	220.84K	13.25M	2.12K	+0.97%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.47%	67.74K	4.06M	-960	-1.40%
Mar 31, 2026	MB GENERATIONAL WEALTH, LLC	0.5%	71.4K	4.28M	574	+0.81%
Mar 31, 2026	NORTHLAND CAPITAL MANAGEMENT LLC	0.5%	71.41K	4.28M	4.38K	+6.53%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.5%	71.63K	4.3M	-665	-0.92%
Mar 31, 2026	COLONY GROUP, LLC	5.17%	737.51K	44.24M	128	+0.02%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	15.2%	2.17M	130.06M	396.21K	+22.36%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.67%	95.23K	5.71M	-4.06K	-4.09%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.73%	104.58K	6.29M	-18.49K	-15.02%
Mar 31, 2026	GREENSPRING ADVISORS, LLC	0.55%	78.16K	4.69M	2.92K	+3.87%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	1.11%	157.76K	9.46M	4.11K	+2.67%
Mar 31, 2026	ANDERSON HOAGLAND & CO	1.15%	164.06K	9.84M	10.14K	+6.59%
Mar 31, 2026	FIDELITY D & D BANCORP INC	1.29%	184.57K	11.07M	26.74K	+16.95%
Mar 31, 2026	BSW WEALTH PARTNERS	1.35%	192.53K	11.55M	-643	-0.33%
Mar 31, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.38%	196.45K	11.78M	11.7K	+6.33%
Mar 31, 2026	CITADEL ADVISORS LLC	1.48%	211.61K	12.69M	156.12K	+281.35%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	12.46%	1.78M	106.61M	1.78M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	15.16%	2.16M	129.77M	1.92M	+805.75%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	18.12%	2.59M	155.1M	2.59M	+100.00%
Mar 31, 2026		0.39%	55.22K	3.31M	1.57K	+2.93%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.62%	87.78K	5.27M	-5.3K	-5.69%
Mar 31, 2026	UMB BANK, N.A.	0.21%	30.4K	1.82M	8.8K	+40.72%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.86%	123.38K	7.4M	92.36K	+297.68%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.76%	108.72K	6.52M	21.26K	+24.31%
Mar 31, 2026	AUSTIN WEALTH MANAGEMENT, LLC	1.07%	152.17K	9.17M	-54.21K	-26.27%
Mar 31, 2026	B&D WHITE CAPITAL COMPANY, LLC	1.62%	230.8K	13.84M	-68.36K	-22.85%
Mar 31, 2026	BAYSHORE ASSET MANAGEMENT, LLC	0.6%	86.04K	5.16M	-5.47K	-5.97%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.56%	80.17K	4.81M	7.52K	+10.34%
Mar 31, 2026	ENTREWEALTH, LLC	0.39%	55.16K	3.31M	4.62K	+9.14%
Mar 31, 2026	HRT FINANCIAL LP	0.22%	30.68K	1.84M	30.68K	+100.00%
Mar 31, 2026	GIBSON CAPITAL, LLC	0.26%	36.62K	2.2M	-405	-1.09%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	44.15K	2.65M	281	+0.64%
Mar 31, 2026	WEDMONT PRIVATE CAPITAL	0.32%	46.09K	2.9M	-52	-0.11%
Mar 31, 2026	LPL FINANCIAL LLC	0.33%	46.41K	2.78M	9.9K	+27.13%
Mar 31, 2026	CREATIVE PLANNING	0.33%	46.92K	2.81M	-2.4K	-4.86%
Mar 31, 2026	PARKSHORE WEALTH MANAGEMENT, INC.	0.36%	51.22K	3.07M	-181	-0.35%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.38%	54.36K	3.26M	46.17K	+563.76%
Mar 31, 2026	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	1.04%	148.47K	8.9M	9.28K	+6.67%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.44%	62.81K	3.77M	-7.8K	-11.04%
Mar 31, 2026	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	0.64%	91.02K	5.46M	5.75K	+6.75%
Mar 31, 2026	OCEANSIDE ADVISORS LLC	0.66%	93.49K	5.61M	1.28K	+1.39%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.74%	105.1K	6.3M	85.24K	+429.37%
Mar 31, 2026	GOLDEN BELL FINANCIAL PLANNING LLC	0.94%	134.48K	8.07M	-9.71K	-6.73%
Mar 31, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.01%	143.62K	8.61M	-1.82K	-1.25%
Mar 31, 2026	APEIRON RIA LLC	1.04%	147.7K	8.86M	-4.52K	-2.97%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.72%	245.16K	14.7M	-2.67K	-1.08%
Mar 31, 2026	MEREDITH WEALTH PLANNING	2%	285.81K	17.14M	5.65K	+2.02%
Mar 31, 2026	SYMMETRY PARTNERS, LLC	2.73%	389.66K	23.37M	11.59K	+3.07%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	54.8K	3.29M	20.52K	+59.87%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	2.13%	303.7K	18.22M	-4.69K	-1.52%
Mar 31, 2026	ARMBRUSTER CAPITAL MANAGEMENT, INC.	2.44%	348.39K	20.9M	886	+0.26%
Mar 31, 2026	EMPOWERED FUNDS, LLC	5%	713.8K	42.81M	19.66K	+2.83%
Mar 31, 2026	CSS LLC/IL	0.44%	62.97K	3.78M	0	0
Mar 31, 2026	PFC CAPITAL GROUP, INC.	0.45%	64.76K	3.88M	2.79K	+4.51%
Dec 31, 2025	ENTREWEALTH, LLC	0.35%	50.54K	3.21M	5.46K	+12.10%
Dec 31, 2025	B&D WHITE CAPITAL COMPANY, LLC	2.1%	299.16K	17.44M	108.11K	+56.59%
Dec 31, 2025	APEIRON RIA LLC	1.07%	152.22K	9.51M	9.27K	+6.48%
Dec 31, 2025	1620 INVESTMENT ADVISORS, INC.	0.35%	50.53K	2.95M	50.3K	+22,355.56%
Dec 31, 2025	CREATIVE PLANNING	0.35%	49.31K	2.88M	-906	-1.80%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	12.42%	1.77M	103.34M	187.11K	+11.80%
Dec 31, 2025	COLONY GROUP, LLC	5.17%	737.39K	43M	-63.09K	-7.88%
Dec 31, 2025	ENZI WEALTH	0.18%	25.17K	1.54M	-77.93K	-75.58%
Dec 31, 2025	CYPRESS POINT WEALTH MANAGEMENT, LLC	0.17%	24.2K	1.41M	-637	-2.56%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.08%	153.65K	8.96M	2.64K	+1.75%
Dec 31, 2025	PFC CAPITAL GROUP, INC.	0.43%	61.97K	3.61M	5.86K	+10.44%
Dec 31, 2025	PARKSHORE WEALTH MANAGEMENT, INC.	0.36%	51.4K	3M	-82	-0.16%
Dec 31, 2025	CITADEL ADVISORS LLC	0.39%	55.49K	3.24M	55.49K	+100.00%
Dec 31, 2025		0.38%	53.65K	3.13M	53.65K	+100.00%
Dec 31, 2025	EMPOWERED FUNDS, LLC	4.86%	694.14K	40.48M	694.14K	+100.00%
Dec 31, 2025	SYMMETRY PARTNERS, LLC	2.65%	378.07K	22.05M	218.99K	+137.66%
Dec 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	2.44%	347.5K	20.26M	1.21K	+0.35%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.51%	72.66K	4.24M	8.16K	+12.66%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.51%	72.3K	4.22M	3.83K	+5.59%
Dec 31, 2025	MB GENERATIONAL WEALTH, LLC	0.5%	70.82K	4.13M	4.7K	+7.11%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.49%	70.61K	4.12M	5.08K	+7.75%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.36%	51.55K	3.01M	3.87K	+8.11%
Dec 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.98%	139.18K	8.12M	3.71K	+2.74%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.86%	123.06K	7.18M	106.98K	+665.35%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.7%	99.29K	5.79M	-3.45K	-3.36%
Dec 31, 2025	WEDMONT PRIVATE CAPITAL	0.32%	46.15K	2.76M	-377	-0.81%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	43.87K	2.56M	-1.8K	-3.95%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	2.16%	308.39K	17.98M	8.34K	+2.78%
Dec 31, 2025	MEREDITH WEALTH PLANNING	1.96%	280.16K	16.34M	1.8K	+0.65%
Dec 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	1.53%	218.73K	12.75M	227	+0.10%
Dec 31, 2025	BSW WEALTH PARTNERS	1.35%	193.17K	11.26M	-7.21K	-3.60%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.02%	145.44K	8.48M	-1.19K	-0.81%
Dec 31, 2025	GOLDEN BELL FINANCIAL PLANNING LLC	1.01%	144.19K	8.41M	-3.42K	-2.32%
Dec 31, 2025	FIDELITY D & D BANCORP INC	1.11%	157.83K	9.2M	21.29K	+15.59%
Dec 31, 2025	ANDERSON HOAGLAND & CO	1.08%	153.92K	8.98M	-2.21K	-1.41%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.65%	93.08K	5.43M	-322.91K	-77.62%
Dec 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.29%	184.74K	10.77M	14.41K	+8.46%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	26.21K	1.53M	4.08K	+18.41%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.74%	247.84K	14.45M	940	+0.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.67%	238.87K	13.93M	10.06K	+4.40%
Dec 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	1.45%	206.38K	12.29M	17.17K	+9.07%
Dec 31, 2025	GIBSON CAPITAL, LLC	0.26%	37.03K	2.16M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.26%	36.51K	2.13M	3.03K	+9.06%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	34.28K	2M	23.19K	+209.04%
Dec 31, 2025	COREFIRST BANK & TRUST	0.23%	32.88K	1.92M	-1.68K	-4.87%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	31.03K	1.81B	28.81K	+1,298.78%
Dec 31, 2025	OCEANSIDE ADVISORS LLC	0.65%	92.21K	5.38M	-753	-0.81%
Dec 31, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.64%	91.51K	5.34M	-1.79K	-1.92%
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.61%	87.46K	5.1M	8.69K	+11.04%
Dec 31, 2025	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	0.6%	85.26K	4.97M	1.72K	+2.05%
Dec 31, 2025	GREENSPRING ADVISORS, LLC	0.53%	75.24K	4.39M	56.14K	+293.88%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.48%	68.7K	4.01M	-1.81K	-2.56%
Dec 31, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.47%	67.04K	3.91M	3.79K	+6.00%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.45%	64.72K	3.77M	-124	-0.19%
Dec 31, 2025	CSS LLC/IL	0.44%	62.97K	3.67M	0	0
Sep 30, 2025	GIBSON CAPITAL, LLC	0.26%	37.03K	2.12M	15	+0.04%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.46%	64.49K	3.7M	8.02K	+14.20%
Sep 30, 2025	MB GENERATIONAL WEALTH, LLC	0.47%	66.12K	3.79M	66.12K	+100.00%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	11.29%	1.59M	90.94M	116.47K	+7.93%
Sep 30, 2025	COLONY GROUP, LLC	5.7%	800.47K	45.92M	43K	+5.68%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.96%	415.99K	24.31M	166.55K	+66.77%
Sep 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	2.47%	346.29K	19.87M	6.69K	+1.97%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	2.14%	300.05K	17.21M	7.61K	+2.60%
Sep 30, 2025	OCEANSIDE ADVISORS LLC	0.66%	92.96K	5.33M	-574	-0.61%
Sep 30, 2025	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	0.6%	83.55K	4.79M	1.88K	+2.30%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.56%	78.76K	4.52M	659	+0.84%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.5%	70.51K	4.05M	590	+0.84%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.49%	68.47K	3.93M	-69.17K	-50.26%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.12%	17.35K	995.14K	-77	-0.44%
Sep 30, 2025	GREENSPRING ADVISORS, LLC	0.14%	19.1K	1.1M	19.1K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.14%	19.13K	1.1M	1.87K	+10.83%
Sep 30, 2025	UMB BANK, N.A.	0.16%	23.08K	1.32M	-180	-0.77%
Sep 30, 2025	CYPRESS POINT WEALTH MANAGEMENT, LLC	0.18%	24.84K	1.42M	-800	-3.12%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.18%	25.45K	1.46M	0	0
Sep 30, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.45%	63.24K	3.63M	-208	-0.33%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.46%	64.85K	3.72M	4.66K	+7.75%
Sep 30, 2025	MEREDITH WEALTH PLANNING	1.98%	278.36K	15.97M	6.91K	+2.55%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.76%	246.9K	14.16M	46.63K	+23.29%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.63%	228.81K	13.13M	7.98K	+3.61%
Sep 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	1.56%	218.5K	12.54M	722	+0.33%
Sep 30, 2025	BSW WEALTH PARTNERS	1.43%	200.38K	11.5M	6.29K	+3.24%
Sep 30, 2025	B&D WHITE CAPITAL COMPANY, LLC	1.36%	191.05K	10.96M	-1.22K	-0.63%
Sep 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	1.35%	189.21K	10.94M	10.2K	+5.70%
Sep 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.21%	170.33K	9.77M	15.66K	+10.13%
Sep 30, 2025	SYMMETRY PARTNERS, LLC	1.13%	159.08K	9.13M	13.3K	+9.12%
Sep 30, 2025	GOLDEN BELL FINANCIAL PLANNING LLC	1.05%	147.61K	8.47M	-6.54K	-4.24%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.04%	146.63K	8.41M	5.58K	+3.96%
Sep 30, 2025	APEIRON RIA LLC	1.02%	142.95K	8.13M	12.28K	+9.39%
Sep 30, 2025	FIDELITY D & D BANCORP INC	0.97%	136.54K	7.83M	17.27K	+14.48%
Sep 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.97%	135.47K	7.77M	30	+0.02%
Sep 30, 2025	JANE STREET GROUP, LLC	0.8%	112.8K	6.47M	-188.3K	-62.54%
Sep 30, 2025	ENZI WEALTH	0.73%	103.11K	5.93M	315	+0.31%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.73%	102.74K	5.89M	-1.05K	-1.01%
Sep 30, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.71%	100.21K	5.75M	1.59K	+1.61%
Sep 30, 2025	ENTREWEALTH, LLC	0.32%	45.09K	2.59M	7.81K	+20.94%
Sep 30, 2025	PFC CAPITAL GROUP, INC.	0.4%	56.11K	3.22M	11.22K	+25.00%
Sep 30, 2025	PARKSHORE WEALTH MANAGEMENT, INC.	0.37%	51.49K	2.95M	1.34K	+2.66%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.36%	50.73K	2.91M	186	+0.37%
Sep 30, 2025	CSS LLC/IL	0.45%	62.97K	3.61M	0	0
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.34%	47.68K	2.74M	4.76K	+11.08%
Sep 30, 2025	WEDMONT PRIVATE CAPITAL	0.33%	46.52K	2.67M	0	0
Sep 30, 2025	ACCREDITED WEALTH MANAGEMENT, LLC	0.28%	39.46K	537.82K	30.88K	+359.66%
Sep 30, 2025	COREFIRST BANK & TRUST	0.25%	34.56K	1.98M	951	+2.83%
Sep 30, 2025	LPL FINANCIAL LLC	0.24%	33.48K	1.92M	-20.41K	-37.87%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	31.1K	1.78M	-4.5K	-12.63%
Sep 30, 2025	ANDERSON HOAGLAND & CO	1.11%	156.12K	8.96M	453	+0.29%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.08%	151.02K	8.66M	11.36K	+8.14%
Sep 30, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.66%	93.3K	5.35M	-423	-0.45%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.33%	45.68K	2.62M	-8.84K	-16.21%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.47%	65.54K	3.76M	-2.47K	-3.63%
Sep 30, 2025	CREATIVE PLANNING	0.36%	50.22K	2.88M	-1.76K	-3.39%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.32%	42.93K	2.3M	3.61K	+9.19%
Jun 30, 2025	ASSET DEDICATION, LLC	0.18%	23.83K	1.28M	-1.18K	-4.72%
Jun 30, 2025	GIBSON CAPITAL, LLC	0.27%	37.01K	1.98M	32.38K	+698.49%
Jun 30, 2025		0.28%	37.28K	2M	9.44K	+33.92%
Jun 30, 2025	PFC CAPITAL GROUP, INC.	0.33%	44.89K	2.4M	23.97K	+114.58%
Jun 30, 2025	WEDMONT PRIVATE CAPITAL	0.35%	46.52K	2.51M	3.64K	+8.48%
Jun 30, 2025	ANDERSON HOAGLAND & CO	1.15%	155.67K	8.34M	267	+0.17%
Jun 30, 2025	B&D WHITE CAPITAL COMPANY, LLC	1.43%	192.26K	10.29M	96.31K	+100.38%
Jun 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	1.62%	217.78K	11.66M	2.11K	+0.98%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	1.85%	249.45K	13.36M	149.87K	+150.50%
Jun 30, 2025	MEREDITH WEALTH PLANNING	2.01%	271.44K	14.53M	35.19K	+14.89%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	2.17%	292.43K	15.66M	17.31K	+6.29%
Jun 30, 2025	COLONY GROUP, LLC	5.62%	757.47K	40.56M	-74.86K	-8.99%
Jun 30, 2025	EMPOWERED FUNDS, LLC	5.83%	785.89K	42.08M	-10.66K	-1.34%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	10.89%	1.47M	78.64M	511.89K	+53.50%
Jun 30, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.47%	63.45K	3.4M	2K	+3.26%
Jun 30, 2025	CSS LLC/IL	0.47%	62.97K	3.37M	3.17K	+5.30%
Jun 30, 2025	UMB BANK, N.A.	0.17%	23.26K	1.25M	-203	-0.87%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.19%	25.45K	1.36M	0	0
Jun 30, 2025	CYPRESS POINT WEALTH MANAGEMENT, LLC	0.19%	25.64K	1.37M	-2.03K	-7.35%
Jun 30, 2025	COREFIRST BANK & TRUST	0.25%	33.61K	1.8M	3.1K	+10.16%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	2.52%	339.6K	18.18M	19.04K	+5.94%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	33.83K	1.81M	1.73K	+5.37%
Jun 30, 2025	OCEANSIDE ADVISORS LLC	0.69%	93.53K	5.01M	2.04K	+2.23%
Jun 30, 2025	ENZI WEALTH	0.76%	102.79K	5.54M	-1.23K	-1.18%
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	1%	135.44K	7.25M	6.09K	+4.71%
Jun 30, 2025	SYMMETRY PARTNERS, LLC	1.08%	145.79K	7.81M	20.65K	+16.50%
Jun 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.15%	154.67K	8.28M	12.63K	+8.89%
Jun 30, 2025	BSW WEALTH PARTNERS	1.44%	194.09K	10.39M	10.99K	+6.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.49%	200.26K	10.72M	4.25K	+2.17%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.64%	220.83K	11.82M	15.02K	+7.30%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.77%	103.79K	5.56M	82.21K	+381.00%
Jun 30, 2025	FIDELITY D & D BANCORP INC	0.88%	119.27K	6.39M	11.76K	+10.94%
Jun 30, 2025	APEIRON RIA LLC	0.97%	130.68K	7M	12.76K	+10.82%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.05%	141.04K	7.55M	-11.06K	-7.27%
Jun 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.94%	126.41K	6.77M	42.34K	+50.37%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	1.02%	137.64K	7.37M	73.06K	+113.14%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.04%	139.65K	7.48M	11.77K	+9.20%
Jun 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	1.33%	179.02K	9.66M	51.27K	+40.13%
Jun 30, 2025	JANE STREET GROUP, LLC	2.23%	301.1K	16.12M	250.67K	+497.11%
Jun 30, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.73%	98.62K	5.28M	3.08K	+3.22%
Jun 30, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.7%	93.72K	5.02M	-5.08K	-5.14%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.61%	82.77K	4.43M	82.77K	+100.00%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.58%	78.1K	4.18M	1.96K	+2.58%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.52%	69.92K	3.74M	-1.61K	-2.25%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.5%	68.01K	3.64M	2.34K	+3.56%
Jun 30, 2025	ENTREWEALTH, LLC	0.28%	37.28K	2M	9.44K	+33.92%
Jun 30, 2025	PARKSHORE WEALTH MANAGEMENT, INC.	0.37%	50.15K	2.69M	-15.05K	-23.08%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.37%	50.54K	2.71M	3.24K	+6.84%
Jun 30, 2025	CREATIVE PLANNING	0.39%	51.98K	2.78M	5.56K	+11.97%
Jun 30, 2025	LPL FINANCIAL LLC	0.4%	53.88K	2.89M	6.48K	+13.68%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.4%	54.51K	2.92M	54.51K	+100.00%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.42%	56.48K	3.02M	7.2K	+14.61%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.45%	60.18K	3.22M	-30.89K	-33.92%
Jun 30, 2025	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	0.61%	81.67K	4.37M	2.08K	+2.61%
Jun 30, 2025	GOLDEN BELL FINANCIAL PLANNING LLC	1.14%	154.15K	8.25M	-6.79K	-4.22%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	35.59K	1.91M	-8.81K	-19.84%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.04%	127.89K	6.03M	-12.01K	-8.58%
Mar 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	1.05%	129.35K	6.1M	3.58K	+2.85%
Mar 31, 2025	WEDMONT PRIVATE CAPITAL	0.35%	42.89K	1.95M	8.61K	+25.13%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.36%	44.4K	2.09M	-267	-0.60%
Mar 31, 2025	CREATIVE PLANNING	0.37%	46.43K	2.19M	-2.96K	-6.00%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.4%	49.28K	2.32M	49.28K	+100.00%
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.62%	76.14K	3.59M	19.64K	+34.77%
Mar 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.68%	84.07K	3.96M	84.07K	+100.00%
Mar 31, 2025	MB GENERATIONAL WEALTH, LLC	0.71%	87.24K	4.11M	216	+0.25%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.74%	91.08K	4.3M	-466	-0.51%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.23%	152.1K	7.17M	41.18K	+37.13%
Mar 31, 2025	COREFIRST BANK & TRUST	0.25%	30.51K	1.44M	1.83K	+6.37%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	2.23%	275.12K	12.97M	33.56K	+13.89%
Mar 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	2.6%	320.57K	15.12M	9.42K	+3.03%
Mar 31, 2025	CSS LLC/IL	0.48%	59.8K	2.82M	0	0
Mar 31, 2025	EMPOWERED FUNDS, LLC	6.45%	796.55K	37.57M	40.77K	+5.39%
Mar 31, 2025	COLONY GROUP, LLC	6.74%	832.32K	39.25M	810.02K	+3,632.55%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	7.75%	956.76K	45.12M	180.62K	+23.27%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.52%	64.58K	3.05M	64.58K	+100.00%
Mar 31, 2025	B&D WHITE CAPITAL COMPANY, LLC	0.78%	95.95K	4.52M	66.73K	+228.31%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	32.11K	1.51M	13.62K	+73.65%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.32%	39.32K	1.85M	3.92K	+11.06%
Mar 31, 2025	LPL FINANCIAL LLC	0.38%	47.4K	2.24M	7.44K	+18.61%
Mar 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	1.03%	127.75K	6.09M	16.87K	+15.22%
Mar 31, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.8%	98.81K	4.66M	5.89K	+6.34%
Mar 31, 2025	APEIRON RIA LLC	0.95%	117.92K	5.56M	2.3K	+1.99%
Mar 31, 2025	SYMMETRY PARTNERS, LLC	1.01%	125.13K	5.9M	27.15K	+27.71%
Mar 31, 2025	JANE STREET GROUP, LLC	0.41%	50.43K	2.38M	-220.39K	-81.38%
Mar 31, 2025	CALLAN CAPITAL, LLC	0.45%	56.04K	2.64M	3.86K	+7.40%
Mar 31, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.5%	61.45K	2.9M	535	+0.88%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.53%	65.67K	3.1M	14.21K	+27.60%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.58%	71.53K	3.37M	8.19K	+12.92%
Mar 31, 2025	FIDELITY D & D BANCORP INC	0.87%	107.5K	5.07M	11.24K	+11.68%
Mar 31, 2025	ANDERSON HOAGLAND & CO	1.26%	155.4K	6.53M	1.12K	+0.73%
Mar 31, 2025	BSW WEALTH PARTNERS	1.48%	183.1K	8.63M	1.94K	+1.07%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.59%	196.02K	9.24M	98.96K	+101.95%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.67%	205.81K	9.71M	34.57K	+20.19%
Mar 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	1.75%	215.67K	10.22M	-2K	-0.92%
Mar 31, 2025	MEREDITH WEALTH PLANNING	1.91%	236.25K	11.14M	6.81K	+2.97%
Mar 31, 2025	ENZI WEALTH	0.84%	104.02K	4.96M	4.02K	+4.02%
Mar 31, 2025	OCEANSIDE ADVISORS LLC	0.74%	91.49K	4.31M	6.24K	+7.32%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.38%	47.31K	2.23M	3.33K	+7.58%
Mar 31, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.77%	95.55K	4.51M	17.05K	+21.71%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.81%	99.58K	4.7M	6.51K	+6.99%
Mar 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.15%	142.05K	6.7M	13.36K	+10.38%
Mar 31, 2025		0.23%	27.84K	1.31M	10.87K	+64.02%

Frequently Asked Questions