How many institutions own AVSD 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 AVSD shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Avantis Responsible International Equity ETF stock?

CALTON & ASSOCIATES, INC., in the last quarter, reduced its stake in AVSD by -0.28% restricting it's holding to 10.15 thousand shares of worth nearly $810.54K. TRADEMARK FINANCIAL MANAGEMENT, LLC also lessened -0.16% of the AVSD shares from its portfolio, reducing its holding to 10.3 thousand shares of worth $823.13K. BURTON ENRIGHT WELCH also shunned AVSD shares holding by -0.03% last quarter which brought its holding to 15.19 thousand shares worth $1.21M.

Investors who are buying AVSD stock?

As per its latest 13F filing, BRIDGEWATER ADVISORS INC. increased its stake in AVSD by 3.99% in the last quarter. The institutional holder raised its holding to 11.8 thousand shares having worth more than $962.24K. TEAM HEWINS, LLC also added 0.02% more shares of AVSD to its portfolio, raising its holding to 12.27 thousand shares of worth $980.33K. SAVANT CAPITAL, LLC also increased its AVSD shares holding by 7.23% which brought its holding to 13.24 thousand shares worth $1.06M.

AVSD's major insiders: who are they?

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

Did an insider recently sell AVSD stock?

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

Which insider recently purchased AVSD stock?

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

How much of AVSD does insiders own?

Around 0 Avantis Responsible International Equity ETF shares are held by insiders, which represents about N/A of AVSD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in AVSD?

CALTON & ASSOCIATES, INC. is the largest institutional owner in AVSD which holds 10.15 thousand shares worth $810.54K or 0.23% of the total AVSD shares outstanding followed by TRADEMARK FINANCIAL MANAGEMENT, LLC with ownership of 10.3 thousand shares representing 0.24% of the AVSD ownership. BRIDGEWATER ADVISORS INC. is the third largest stakeholder with 11.8 thousand shares or 0.27% of the ownership worth more than $962.24K.

Is Avantis Responsible International Equity 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 AVSD is concerned, it is a stock which is not optionable.

Is there a short position on AVSD's shares?

Number of AVSD 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 AVSD shares are there?

As of today, null shares of AVSD are outstanding.

Is there many float in AVSD 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, AVSD has null shares in float.

AVSD 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 AVSD is null.

Avantis Responsible International Equity ETF (AVSD) 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. CALTON & ASSOCIATES, INC. is the top corporate investor, holding 10.15K shares valued at $810.54K. A 0.23% stake in Avantis Responsible International Equity ETF is owned by the company. TRADEMARK FINANCIAL MANAGEMENT, LLC owns 10.3K shares valued at $823.13K, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CALTON & ASSOCIATES, INC.	0.23%	10.15K	810.54K	-29	-0.28%
Jun 30, 2026	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.24%	10.3K	823.13K	-17	-0.16%
Jun 30, 2026	BRIDGEWATER ADVISORS INC.	0.27%	11.8K	962.24K	453	+3.99%
Jun 30, 2026	TEAM HEWINS, LLC	0.28%	12.27K	980.33K	3	+0.02%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.3%	13.24K	1.06M	893	+7.23%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.32%	13.89K	1.11M	1.92K	+16.08%
Jun 30, 2026	BURTON ENRIGHT WELCH	0.35%	15.19K	1.21M	-5	-0.03%
Jun 30, 2026	GREENSPRING ADVISORS, LLC	0.71%	30.82K	2.46M	-60	-0.19%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.74%	32.06K	2.56M	5.76K	+21.90%
Jun 30, 2026	VESTMENT FINANCIAL LLC	0.38%	16.69K	1.34M	574	+3.56%
Jun 30, 2026	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.39%	17.01K	1.36M	0	0
Jun 30, 2026	REVOLVE WEALTH PARTNERS, LLC	0.46%	20.15K	1.61M	-551	-2.66%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.63%	27.38K	2.19M	27.38K	+100.00%
Jun 30, 2026	NORTHLAND CAPITAL MANAGEMENT LLC	0.62%	26.83K	2.14M	-838	-3.03%
Jun 30, 2026	JANE STREET GROUP, LLC	0.6%	26.27K	2.1M	4.94K	+23.18%
Jun 30, 2026	PRIME BUCHHOLZ LLC	0.58%	25.04K	2M	25.04K	+100.00%
Jun 30, 2026	TRELLIS WEALTH ADVISORS LLC	0.57%	24.96K	1.99M	14	+0.06%
Jun 30, 2026	MB GENERATIONAL WEALTH, LLC	0.45%	19.75K	1.58M	-43	-0.22%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.44%	19.33K	1.54M	-670	-3.35%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.4%	17.37K	1.39M	1.34K	+8.34%
Jun 30, 2026	HILL ISLAND FINANCIAL LLC	0.34%	14.82K	1.18M	14.82K	+100.00%
Jun 30, 2026	MARINER, LLC	0.34%	14.73K	1.18M	880	+6.36%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	10.6K	846.87K	5.89K	+125.05%
Jun 30, 2026	CITADEL ADVISORS LLC	0.23%	10.02K	800.76K	-39.97K	-79.95%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	9.95K	795.01K	623	+6.68%
Jun 30, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.21%	9.31K	743.64K	0	0
Jun 30, 2026	FINANCIAL PLAN, INC.	0.21%	8.95K	715.13K	0	0
Jun 30, 2026	COLONY GROUP, LLC	0.89%	38.64K	3.09M	-1.43K	-3.57%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.91%	39.62K	3.16M	-711	-1.76%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.96%	41.69K	3.33M	41.69K	+100.00%
Jun 30, 2026	FREEDOM DAY SOLUTIONS, LLC	0.97%	42.2K	3.37M	42.2K	+100.00%
Jun 30, 2026	TRAILHEAD PLANNERS LLC	0.97%	42.32K	3.38M	-37.98K	-47.30%
Jun 30, 2026	CLARITY ASSET MANAGEMENT, INC.	1.06%	46.24K	3.69M	-17.6K	-27.56%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.26%	54.84K	4.38M	48.41K	+752.81%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.7%	30.35K	2.42M	-1.21K	-3.85%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.28%	55.79K	4.46M	1.63K	+3.02%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	1.54%	67.02K	5.35M	13.86K	+26.08%
Jun 30, 2026	LPL FINANCIAL LLC	1.58%	68.65K	5.48M	8.15K	+13.47%
Jun 30, 2026	RIVERWATER PARTNERS LLC	1.61%	69.84K	5.58M	-6.04K	-7.96%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.72%	74.7K	5.97M	4.41K	+6.28%
Jun 30, 2026	HIGHLAND FINANCIAL ADVISORS, LLC	1.85%	80.28K	6.41M	52.88K	+193.03%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	2.04%	88.93K	7.1M	-48.88K	-35.47%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	2.23%	96.88K	7.74M	17.69K	+22.34%
Jun 30, 2026	MENORA MIVTACHIM HOLDINGS LTD.	2.67%	116.36K	9.3M	0	0
Jun 30, 2026	MASON & ASSOCIATES INC	0.63%	27.22K	2.17M	-1.52K	-5.28%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	2.83%	123.24K	9.84M	1.05K	+0.86%
Jun 30, 2026	FMR LLC	4.06%	176.44K	14.09M	16.72K	+10.47%
Jun 30, 2026	MASECO LLP	16.36%	711.71K	56.86M	9.87K	+1.41%
Jun 30, 2026	NORTHWEST & ETHICAL INVESTMENTS L.P.	45.55%	1.98M	158.28M	0	0
Jun 30, 2026	ABACUS WEALTH PARTNERS, LLC	0.23%	9.87K	788.54K	9.87K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.73%	31.56K	2.32M	31.56K	+100.00%
Mar 31, 2026	BURTON ENRIGHT WELCH	0.35%	15.2K	1.12M	8.95K	+143.24%
Mar 31, 2026	OPES WEALTH MANAGEMENT LLC	0.29%	12.63K	930.46K	435	+3.57%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	9.33K	687.06K	-87	-0.92%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.24%	54.16K	3.99M	-1.19K	-2.14%
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	1.47%	63.83K	4.7M	-145.1K	-69.45%
Mar 31, 2026	RIVERWATER PARTNERS LLC	1.74%	75.87K	5.59M	6.06K	+8.68%
Mar 31, 2026	MENORA MIVTACHIM HOLDINGS LTD.	2.67%	116.36K	8.57M	116.36K	+100.00%
Mar 31, 2026	STRATEGIC FINANCIAL PLANNING, INC.	7.14%	310.63K	16.79M	310.63K	+100.00%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.19%	6.07K	447.04K	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	3.17%	137.81K	10.15M	688	+0.50%
Mar 31, 2026	FMR LLC	3.67%	159.72K	11.76M	10.68K	+7.17%
Mar 31, 2026	VESTMENT FINANCIAL LLC	0.37%	16.11K	1.29M	702	+4.56%
Mar 31, 2026	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.39%	17.01K	1.25M	-17.01K	-50.00%
Mar 31, 2026	MB GENERATIONAL WEALTH, LLC	0.45%	19.79K	1.46M	0	0
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.46%	20K	1.47M	20K	+100.00%
Mar 31, 2026	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.24%	10.32K	760.11K	-11.51K	-52.73%
Mar 31, 2026	JOURNEY STRATEGIC WEALTH LLC	0.25%	11.02K	811.74K	-321	-2.83%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.6%	26.3K	1.94M	12.78K	+94.56%
Mar 31, 2026	COLONY GROUP, LLC	0.92%	40.07K	2.95M	0	0
Mar 31, 2026	NORTHLAND CAPITAL MANAGEMENT LLC	0.64%	27.67K	2.04M	-1K	-3.49%
Mar 31, 2026	MASON & ASSOCIATES INC	0.66%	28.73K	2.05M	2.74K	+10.55%
Mar 31, 2026	GREENSPRING ADVISORS, LLC	0.71%	30.88K	2.27M	-1K	-3.15%
Mar 31, 2026	CITADEL ADVISORS LLC	1.15%	50K	3.68M	-51.2K	-50.60%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.82%	79.19K	5.83M	13.88K	+21.25%
Mar 31, 2026	NORTH RIDGE WEALTH ADVISORS, INC.	0.15%	4.79K	352.55K	-17	-0.35%
Mar 31, 2026	VERUS WEALTH MANAGEMENT, LLC	0.17%	5.3K	390.33K	0	0
Mar 31, 2026	TARBOX FAMILY OFFICE, INC.	0.18%	5.48K	403.51K	-2	-0.04%
Mar 31, 2026	FMB WEALTH MANAGEMENT	0.18%	5.53K	407.19K	0	0
Mar 31, 2026	TCI WEALTH ADVISORS, INC.	0.18%	5.62K	413.9K	-90	-1.58%
Mar 31, 2026	KELMAN-LAZAROV, INC.	0.18%	5.69K	418.83K	1.35K	+31.25%
Mar 31, 2026	PLANCORP, LLC	0.19%	5.84K	455.48K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.16%	6.81K	501.36K	6.81K	+100.00%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.17%	7.4K	544.62K	-2.25K	-23.33%
Mar 31, 2026	TRELLIS WEALTH ADVISORS LLC	0.57%	24.95K	1.84M	-1.12K	-4.28%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.62%	70.28K	5.18M	12.71K	+22.07%
Mar 31, 2026	MASECO LLP	16.13%	701.84K	51.69M	701.84K	+100.00%
Mar 31, 2026	NORTHWEST & ETHICAL INVESTMENTS L.P.	45.55%	1.98M	145.92M	0	0
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.26%	11.35K	903.68K	150	+1.34%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.28%	11.97K	881.19K	950	+8.62%
Mar 31, 2026	TEAM HEWINS, LLC	0.28%	12.27K	903.6K	-222	-1.78%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.28%	12.35K	909.64K	-60	-0.48%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	2.81%	122.19K	9M	69	+0.06%
Mar 31, 2026	REVOLVE WEALTH PARTNERS, LLC	0.48%	20.7K	1.52M	-889	-4.12%
Mar 31, 2026	HIGHLAND FINANCIAL ADVISORS, LLC	0.63%	27.4K	2.02M	1.66K	+6.44%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.93%	40.33K	2.97M	-115	-0.28%
Mar 31, 2026	CALTON & ASSOCIATES, INC.	0.23%	10.18K	749.32K	-321	-3.06%
Mar 31, 2026	MARINER, LLC	0.32%	13.85K	1.02M	4.09K	+41.95%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.37%	16.04K	1.18M	2.49K	+18.41%
Mar 31, 2026	JANE STREET GROUP, LLC	0.49%	21.33K	1.57M	2.74K	+14.75%
Mar 31, 2026	TRAILHEAD PLANNERS LLC	1.85%	80.3K	5.91M	-114	-0.14%
Mar 31, 2026	FINANCIAL PLAN, INC.	0.21%	8.95K	659.29K	1.75K	+24.23%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	6.43K	473.62K	6.43K	+100.00%
Mar 31, 2026	SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC	0.15%	6.48K	477.27K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	7.99K	588.59K	-277	-3.35%
Mar 31, 2026		0.29%	8.95K	659.29K	1.75K	+24.23%
Mar 31, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.21%	9.31K	685.58K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.39%	60.5K	4.46M	1.36K	+2.30%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	1.22%	53.16K	3.91M	53.16K	+100.00%
Dec 31, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.92%	28.67K	2.13M	3.75K	+15.03%
Dec 31, 2025	PLANCORP, LLC	0.19%	5.84K	433.68K	0	0
Dec 31, 2025		0.2%	6.25K	463.9K	2.93K	+88.50%
Dec 31, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.11%	3.48K	258.43K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.77%	55.34K	4.11M	-2.49K	-4.31%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.36%	11.2K	856.09K	1.91K	+20.51%
Dec 31, 2025	CALTON & ASSOCIATES, INC.	0.34%	10.5K	779.44K	270	+2.64%
Dec 31, 2025	MARINER, LLC	0.31%	9.76K	724.37K	-648	-6.23%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.31%	9.65K	716.24K	50	+0.52%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.3%	9.42K	699.23K	9.42K	+100.00%
Dec 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.3%	9.31K	691.29K	0	0
Dec 31, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.12%	3.66K	271.87K	37	+1.02%
Dec 31, 2025	PACIFIC ASSET MANAGEMENT, LLC	0.13%	3.94K	292.9K	39	+1.00%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.13%	4.07K	302.45K	0	0
Dec 31, 2025	PASSIVE CAPITAL MANAGEMENT, LLC.	0.17%	5.19K	385.41K	54	+1.05%
Dec 31, 2025	KELMAN-LAZAROV, INC.	0.14%	4.33K	321.77K	98	+2.31%
Dec 31, 2025	OAK WEALTH ADVISORS LLC	0.14%	4.42K	328.45K	-467	-9.55%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.15%	4.75K	352.51M	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.84%	57.58K	4.28M	-596	-1.02%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	4.39%	137.12K	10.18M	1.07K	+0.78%
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	6.69%	208.93K	15.52M	1.56K	+0.75%
Dec 31, 2025	LPL FINANCIAL LLC	1.89%	59.14K	4.39M	24.97K	+73.09%
Dec 31, 2025	WAVERLY ADVISORS, LLC	1.3%	40.44K	3M	-193	-0.48%
Dec 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.69%	21.59K	1.6M	510	+2.42%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.48%	14.92K	1.11M	14.92K	+100.00%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.43%	13.54K	1.01M	-8.36K	-38.17%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.35%	11.02K	817.97K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	8.27K	614.06K	-17	-0.21%
Dec 31, 2025	SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC	0.21%	6.48K	481.19K	1.71K	+35.76%
Dec 31, 2025	FMB WEALTH MANAGEMENT	0.18%	5.53K	410.58K	0	0
Dec 31, 2025	TARBOX FAMILY OFFICE, INC.	0.18%	5.48K	407.02K	0	0
Dec 31, 2025	COLONY GROUP, LLC	1.28%	40.07K	2.98M	-24.36K	-37.81%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.1%	3.23K	239.81K	180	+5.90%
Dec 31, 2025	GREENSPRING ADVISORS, LLC	1.02%	31.88K	2.37M	31.88K	+100.00%
Dec 31, 2025	VERUS WEALTH MANAGEMENT, LLC	0.17%	5.3K	393.58K	0	0
Dec 31, 2025	LONGVIEW ASSET MANAGEMENT LLC	1.77%	55.23K	4.1M	-5.12K	-8.49%
Dec 31, 2025	CITADEL ADVISORS LLC	3.24%	101.2K	7.51M	78.82K	+352.33%
Dec 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.14%	4.41K	327.43K	1.88K	+74.13%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	13.52K	1M	1.78K	+15.19%
Dec 31, 2025	MB GENERATIONAL WEALTH, LLC	0.63%	19.79K	1.47M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.6%	18.59K	1.38M	-2.97K	-13.78%
Dec 31, 2025	CARTESIAN GROWTH CORP	0.51%	16K	1.19M	0	0
Dec 31, 2025	VESTMENT FINANCIAL LLC	0.49%	15.41K	1.17M	1.66K	+12.06%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.36%	11.34K	842.33K	378	+3.45%
Dec 31, 2025	FMR LLC	4.77%	149.04K	11.07M	13.07K	+9.61%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	3.91%	122.12K	9.07M	122.12K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.09%	65.31K	4.85M	18.41K	+39.26%
Dec 31, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	1.09%	34.02K	2.58M	17.01K	+100.00%
Dec 31, 2025	TEAM HEWINS, LLC	0.4%	12.49K	927.59K	13	+0.10%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.4%	12.41K	921.67K	-1.62K	-11.52%
Dec 31, 2025	OPES WEALTH MANAGEMENT LLC	0.39%	12.2K	905.9K	-40	-0.33%
Dec 31, 2025	TCI WEALTH ADVISORS, INC.	0.18%	5.71K	424.03K	0	0
Dec 31, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.11%	3.45K	255.9K	0	0
Dec 31, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.7%	21.83K	1.62M	-4.94K	-18.45%
Dec 31, 2025	NORTHWEST & ETHICAL INVESTMENTS L.P.	63.45%	1.98M	147.14M	1.98M	+100.00%
Dec 31, 2025	RIVERWATER PARTNERS LLC	2.24%	69.81K	5.18M	14.14K	+25.39%
Dec 31, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.82%	25.74K	1.91M	-770	-2.90%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.19%	6.07K	450.76K	0	0
Dec 31, 2025	MASON & ASSOCIATES INC	0.83%	25.99K	1.93M	25.99K	+100.00%
Dec 31, 2025	TRELLIS WEALTH ADVISORS LLC	0.83%	26.06K	1.94M	15	+0.06%
Sep 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.29%	9.31K	666.06K	0	0
Sep 30, 2025	SAVANT CAPITAL, LLC	0.44%	14.03K	1M	14.03K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	11.74K	839.64K	-2.56K	-17.90%
Sep 30, 2025	TARBOX FAMILY OFFICE, INC.	0.17%	5.48K	392.16K	0	0
Sep 30, 2025	FMB WEALTH MANAGEMENT	0.17%	5.53K	395.6K	0	0
Sep 30, 2025	SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC	0.15%	4.77K	341.51K	4.19K	+724.35%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.15%	4.75K	339.65K	0	0
Sep 30, 2025	KELMAN-LAZAROV, INC.	0.13%	4.24K	303.01K	0	0
Sep 30, 2025	PACIFIC ASSET MANAGEMENT, LLC	0.12%	3.91K	279.37K	-59	-1.49%
Sep 30, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.11%	3.62K	259.32K	0	0
Sep 30, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.11%	3.48K	248.99K	0	0
Sep 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.11%	3.45K	246.56K	56	+1.65%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.1%	3.05K	218.14K	0	0
Sep 30, 2025	ADDISON ADVISORS LLC	0.1%	3.03K	216.8K	0	0
Sep 30, 2025	ENRICH FINANCIAL PARTNERS LLC	0.09%	2.83K	202.49K	2.83K	+100.00%
Sep 30, 2025	GRAND WEALTH MANAGEMENT, LLC	0.09%	2.8K	200.34K	0	0
Sep 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.08%	2.53K	181.17K	38	+1.52%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.13%	4.07K	291.42K	0	0
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.35%	10.97K	784.55K	598	+5.77%
Sep 30, 2025	PLANCORP, LLC	0.18%	5.84K	417.85K	0	0
Sep 30, 2025	TCI WEALTH ADVISORS, INC.	0.18%	5.71K	408.55K	-96	-1.65%
Sep 30, 2025	OAK WEALTH ADVISORS LLC	0.15%	4.89K	349.88K	0	0
Sep 30, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.15%	4.85K	347.31K	-93	-1.88%
Sep 30, 2025	VERUS WEALTH MANAGEMENT, LLC	0.17%	5.3K	379.22K	5.3K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	5.39K	385.66K	5.39K	+100.00%
Sep 30, 2025	TEAM HEWINS, LLC	0.39%	12.48K	892.83K	-221	-1.74%
Sep 30, 2025	PASSIVE CAPITAL MANAGEMENT, LLC.	0.16%	5.14K	367.48K	5.14K	+100.00%
Sep 30, 2025	RIVERWATER PARTNERS LLC	1.76%	55.68K	3.98M	3.39K	+6.48%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.48%	46.9K	3.36M	42.72K	+1,023.01%
Sep 30, 2025	WAVERLY ADVISORS, LLC	1.28%	40.63K	2.91M	-14.54K	-26.35%
Sep 30, 2025	LPL FINANCIAL LLC	1.08%	34.16K	2.44M	1.3K	+3.95%
Sep 30, 2025	WEALTHSTREAM ADVISORS, INC.	0.99%	31.3K	2.24M	-21	-0.07%
Sep 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.85%	26.77K	1.92M	274	+1.03%
Sep 30, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.84%	26.51K	1.9M	3.1K	+13.22%
Sep 30, 2025	TRELLIS WEALTH ADVISORS LLC	0.82%	26.05K	1.86M	-182	-0.69%
Sep 30, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.79%	24.92K	1.78M	45	+0.18%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	6.87%	217.47K	15.56M	981	+0.45%
Sep 30, 2025	OPES WEALTH MANAGEMENT LLC	0.39%	12.24K	875.7K	-1.42K	-10.36%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.35%	11.02K	788.12K	989	+9.86%
Sep 30, 2025	MARINER, LLC	0.33%	10.4K	744.3K	-6	-0.06%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.32%	10.23K	731.67K	10.23K	+100.00%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.3%	9.6K	686.52K	0	0
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.29%	9.3K	662.54K	274	+3.04%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	8.29K	592.86K	1.63K	+24.49%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.19%	6.07K	434.31K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.71%	22.37K	1.6M	8.86K	+65.60%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.69%	21.9K	1.59M	16.39K	+297.24%
Sep 30, 2025	JANE STREET GROUP, LLC	0.68%	21.56K	1.54M	21.56K	+100.00%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.67%	21.08K	1.51M	-385	-1.79%
Sep 30, 2025	MB GENERATIONAL WEALTH, LLC	0.62%	19.79K	1.42M	19.79K	+100.00%
Sep 30, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.54%	17.01K	1.22M	0	0
Sep 30, 2025	CARTESIAN GROWTH CORP	0.51%	16K	1.14M	0	0
Sep 30, 2025	VESTMENT FINANCIAL LLC	0.44%	13.75K	989.56K	679	+5.19%
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	6.55%	207.37K	14.84M	-130	-0.06%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	4.3%	136.05K	9.73M	-5.52K	-3.90%
Sep 30, 2025	FMR LLC	4.29%	135.97K	9.73M	135.72K	+52,807.39%
Sep 30, 2025	COLONY GROUP, LLC	2.03%	64.43K	4.61M	-2.28K	-3.42%
Sep 30, 2025	LONGVIEW ASSET MANAGEMENT LLC	1.91%	60.35K	4.32M	-4.24K	-6.57%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.84%	58.17K	4.16M	-515	-0.88%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.83%	57.84K	4.14M	10.71K	+22.72%
Jun 30, 2025	OPES WEALTH MANAGEMENT LLC	0.51%	13.65K	922.37K	1.76K	+14.84%
Jun 30, 2025	HEROLD ADVISORS, INC.	0.13%	3.4K	229.37K	-3.24K	-48.82%
Jun 30, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.13%	3.48K	235.08K	0	0
Jun 30, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.14%	3.62K	244.83K	60	+1.68%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.18%	4.75K	320.67K	4.75K	+100.00%
Jun 30, 2025	TCI WEALTH ADVISORS, INC.	0.22%	5.81K	392.21K	-1.06K	-15.46%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.36%	9.6K	648.17K	-156	-1.60%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.15%	4.07K	275.14K	69	+1.72%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.16%	4.18K	282.1K	4.18K	+100.00%
Jun 30, 2025		0.13%	3.39K	229.01K	3.39K	+100.00%
Jun 30, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.19%	4.95K	334.21K	2.51K	+102.75%
Jun 30, 2025	TARBOX FAMILY OFFICE, INC.	0.21%	5.48K	370.26K	0	0
Jun 30, 2025	PLANCORP, LLC	0.22%	5.84K	394.51K	0	0
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.23%	6.07K	410.05K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.51%	13.51K	912.64K	13.51K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	14.29K	965.54K	7.43K	+108.23%
Jun 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.99%	26.5K	1.79M	2.43K	+10.09%
Jun 30, 2025	CALIBER WEALTH MANAGEMENT, LLC / KS	0.13%	3.39K	229.01K	3.39K	+100.00%
Jun 30, 2025	PACIFIC ASSET MANAGEMENT, LLC	0.15%	3.96K	267.75K	67	+1.72%
Jun 30, 2025	OAK WEALTH ADVISORS LLC	0.18%	4.89K	330.33K	0	0
Jun 30, 2025	FMB WEALTH MANAGEMENT	0.21%	5.53K	373.5K	5.53K	+100.00%
Jun 30, 2025	VESTMENT FINANCIAL LLC	0.49%	13.07K	880.69K	2.81K	+27.35%
Jun 30, 2025	LONGVIEW ASSET MANAGEMENT LLC	2.42%	64.59K	4.36M	-2.68K	-3.99%
Jun 30, 2025	MASECO LLP	24.73%	660K	44.58M	660K	+100.00%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.21%	5.51K	372.5K	821	+17.49%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	6.66K	449.63K	6.66K	+100.00%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.35%	9.31K	628.85K	0	0
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.39%	10.37K	700.32K	-859	-7.65%
Jun 30, 2025	CARTESIAN GROWTH CORP	0.6%	16K	1.08M	16K	+100.00%
Jun 30, 2025	PRAIRIEVIEW PARTNERS, LLC	0.46%	12.16K	821K	-609	-4.77%
Jun 30, 2025	TEAM HEWINS, LLC	0.48%	12.7K	857.88K	2	+0.02%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	1.13%	30.23K	2.04M	30.23K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	1.23%	32.87K	2.22M	27.24K	+483.78%
Jun 30, 2025	RIVERWATER PARTNERS LLC	1.96%	52.29K	3.53M	14.65K	+38.91%
Jun 30, 2025	WAVERLY ADVISORS, LLC	2.07%	55.17K	3.73M	-439	-0.79%
Jun 30, 2025	COLONY GROUP, LLC	2.5%	66.72K	4.51M	-2.28K	-3.30%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	7.78%	207.5K	14.02M	18.55K	+9.82%
Jun 30, 2025	WEALTHCOLLAB, LLC	0.05%	1.46K	98.63K	0	0
Jun 30, 2025	ORION CAPITAL MANAGEMENT LLC	0.08%	2.27K	153.08K	-114	-4.79%
Jun 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.09%	2.49K	168.48K	982	+64.95%
Jun 30, 2025	GRAND WEALTH MANAGEMENT, LLC	0.1%	2.8K	189.15K	0	0
Jun 30, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.64%	17.01K	1.15M	0	0
Jun 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.8%	21.46K	1.45M	-407	-1.86%
Jun 30, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.88%	23.41K	1.58M	-2.27K	-8.85%
Jun 30, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.93%	24.88K	1.68M	-2.93K	-10.54%
Jun 30, 2025	TRELLIS WEALTH ADVISORS LLC	0.98%	26.23K	1.77M	9	+0.03%
Jun 30, 2025	ADDISON ADVISORS LLC	0.11%	3.03K	204.69K	0	0
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.11%	3.05K	205.96K	3.05K	+100.00%
Jun 30, 2025	WEALTHSTREAM ADVISORS, INC.	1.17%	31.33K	2.12M	-721	-2.25%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	5.3%	141.57K	9.56M	-27.04K	-16.04%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	8.11%	216.49K	14.62M	13.07K	+6.42%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0%	0	-	-6.2K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-5.84K	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-88.88K	-100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	2	135	2	+100.00%
Jun 30, 2025	ZRC WEALTH MANAGEMENT, LLC	0.02%	463	31.27K	6	+1.31%
Jun 30, 2025	SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC	0.02%	579	39.11K	175	+43.32%
Jun 30, 2025	KELMAN-LAZAROV, INC.	0.16%	4.24K	286.09K	0	0
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.34%	9.02K	610.18K	2.04K	+29.30%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.38%	10.03K	677.29K	3.55K	+54.70%
Jun 30, 2025	MARINER, LLC	0.39%	10.41K	703.13K	-1.16K	-10.04%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.77%	47.13K	3.18M	-5.52K	-10.48%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.2%	58.69K	3.97M	1.16K	+2.01%
Mar 31, 2025	TEAM HEWINS, LLC	0.48%	12.7K	761.55K	485	+3.97%
Mar 31, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.91%	24.07K	1.44M	-958	-3.83%
Mar 31, 2025	GRAND WEALTH MANAGEMENT, LLC	0.11%	2.8K	167.94K	0	0
Mar 31, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.13%	3.48K	208.73K	3.48K	+100.00%
Mar 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.83%	21.87K	1.31M	2.3K	+11.73%
Mar 31, 2025	CLARITY ASSET MANAGEMENT, INC.	7.15%	188.95K	11.33M	-87.45K	-31.64%
Mar 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.06%	1.51K	86.08K	-771	-33.77%
Mar 31, 2025	ADDISON ADVISORS LLC	0.11%	3.03K	181.74K	0	0
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.18%	4.69K	281.54K	4.69K	+100.00%
Mar 31, 2025	PLANCORP, LLC	0.22%	5.84K	350.28K	0	0
Mar 31, 2025	HEROLD ADVISORS, INC.	0.25%	6.64K	398.35K	6.64K	+100.00%
Mar 31, 2025	MB GENERATIONAL WEALTH, LLC	0.78%	20.69K	1.24M	-1.22K	-5.58%
Mar 31, 2025	TRUE WEALTH DESIGN, LLC	0.06%	1.53K	92.01K	1.36K	+766.67%
Mar 31, 2025	ORION CAPITAL MANAGEMENT LLC	0.09%	2.38K	142.75K	-398	-14.33%
Mar 31, 2025	HIGHLAND FINANCIAL ADVISORS, LLC	0.97%	25.69K	1.54M	-6.47K	-20.12%
Mar 31, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.09%	2.44K	146.35K	0	0
Mar 31, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.13%	3.56K	213.72K	3.56K	+100.00%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.15%	4K	240.18K	0	0
Mar 31, 2025	KELMAN-LAZAROV, INC.	0.16%	4.24K	254.02K	-703	-14.24%
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.23%	6.2K	371.88K	1K	+19.23%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.25%	6.48K	388.73K	1.46K	+29.18%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	6.86K	411.7K	1.85K	+36.81%
Mar 31, 2025	TCI WEALTH ADVISORS, INC.	0.26%	6.87K	411.94K	-486	-6.61%
Mar 31, 2025	BRIDGEWATER ADVISORS INC.	0.26%	6.98K	437.98K	6.98K	+100.00%
Mar 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.35%	9.31K	558.35K	-2.12K	-18.51%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	0.37%	9.75K	584.87K	9.75K	+100.00%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.42%	11.23K	673.34K	978	+9.54%
Mar 31, 2025	MARINER, LLC	0.44%	11.57K	694.03K	-1.03K	-8.20%
Mar 31, 2025	OPES WEALTH MANAGEMENT LLC	0.45%	11.89K	713.16K	5.3K	+80.29%
Mar 31, 2025	PRAIRIEVIEW PARTNERS, LLC	0.48%	12.77K	765K	-52	-0.41%
Mar 31, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.64%	17.01K	965.55K	0	0
Mar 31, 2025	TRELLIS WEALTH ADVISORS LLC	0.99%	26.22K	1.57M	0	0
Mar 31, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	1.05%	27.81K	1.67M	-2.87K	-9.34%
Mar 31, 2025	WEALTHSTREAM ADVISORS, INC.	1.21%	32.05K	1.92M	-224	-0.69%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.99%	52.65K	3.16M	-12.23K	-18.85%
Mar 31, 2025	WAVERLY ADVISORS, LLC	2.1%	55.61K	3.34M	-347	-0.62%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.18%	57.53K	3.45M	-416	-0.72%
Mar 31, 2025		0.15%	3.9K	233.73K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.77%	20.47K	1.23M	-12.62K	-38.13%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.36%	88.88K	5.33M	88.88K	+100.00%
Mar 31, 2025	CWM, LLC	0.07%	1.79K	107K	0	0
Mar 31, 2025	RIVERWATER PARTNERS LLC	1.42%	37.64K	2.26M	26.07K	+225.25%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	6.38%	168.61K	10.11M	-12.55K	-6.93%
Mar 31, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	7.69%	203.42K	12.2M	2.32K	+1.15%
Mar 31, 2025	COLONY GROUP, LLC	2.61%	69K	4.14M	69K	+100.00%
Mar 31, 2025	TARBOX FAMILY OFFICE, INC.	0.21%	5.48K	328.75K	-17	-0.31%
Mar 31, 2025	LPL FINANCIAL LLC	0.21%	5.63K	337.69K	5.63K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.22%	5.84K	350.16K	-6.62K	-53.12%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.23%	6.07K	364.08K	0	0

Frequently Asked Questions