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

Who are the major shareholders selling VanEck Biotech ETF stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in BBH by -9.26% restricting it's holding to 60.2 thousand shares of worth nearly $12.23M. PARAGON PRIVATE WEALTH MANAGEMENT, LLC also lessened -9.45% of the BBH shares from its portfolio, reducing its holding to 13.92 thousand shares of worth $2.83M. ROYAL BANK OF CANADA also shunned BBH shares holding by -3.18% last quarter which brought its holding to 13.4 thousand shares worth $2.72M.

Investors who are buying BBH stock?

As per its latest 13F filing, BELVEDERE TRADING LLC increased its stake in BBH by 200% in the last quarter. The institutional holder raised its holding to 1.5 thousand shares having worth more than $304.86K. WELLS FARGO & COMPANY/MN also added 1.29% more shares of BBH to its portfolio, raising its holding to 33.24 thousand shares of worth $6.76M. INTEGRATED WEALTH CONCEPTS LLC also increased its BBH shares holding by 499.35% which brought its holding to 6.49 thousand shares worth $1.32M.

BBH's major insiders: who are they?

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

Did an insider recently sell BBH stock?

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

Which insider recently purchased BBH stock?

There have been 0 transaction(s) during the past 6-months in which VanEck Biotech ETF insiders have bought stock, totalling 0 shares

How much of BBH does insiders own?

Around 0 VanEck Biotech ETF shares are held by insiders, which represents about N/A of BBH stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BBH?

BANK OF AMERICA CORP /DE/ is the largest institutional owner in BBH which holds 60.2 thousand shares worth $12.23M or 3.13% of the total BBH shares outstanding followed by BELVEDERE TRADING LLC with ownership of 1.5 thousand shares representing 0.09% of the BBH ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 33.24 thousand shares or 1.73% of the ownership worth more than $6.76M.

Is VanEck Biotech 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 BBH is concerned, it is a stock which is optionable.

Is there a short position on BBH's shares?

Number of BBH 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 BBH shares are there?

As of today, null shares of BBH are outstanding.

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

BBH 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 BBH is null.

VanEck Biotech ETF (BBH) 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

OptionableYes

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. BANK OF AMERICA CORP /DE/ is the top corporate investor, holding 60.2K shares valued at $12.23M. A 3.13% stake in VanEck Biotech ETF is owned by the company. BELVEDERE TRADING LLC owns 1.5K shares valued at $304.86K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.13%	60.2K	12.23M	-6.14K	-9.26%
Jun 30, 2026	BELVEDERE TRADING LLC	0.09%	1.5K	304.86K	1K	+200.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.73%	33.24K	6.76M	423	+1.29%
Jun 30, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.72%	13.92K	2.83M	-1.45K	-9.45%
Jun 30, 2026	ROYAL BANK OF CANADA	0.7%	13.4K	2.72M	-440	-3.18%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.37%	6.49K	1.32M	5.4K	+499.35%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.62%	11.86K	2.41M	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	11.02K	2.24M	982	+9.78%
Jun 30, 2026	ALTFEST L J & CO INC	0.45%	8.71K	1.77M	199	+2.34%
Jun 30, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.34%	6.59K	1.34M	-615	-8.54%
Jun 30, 2026	FMR LLC	0.08%	1.6K	325.89K	-2	-0.12%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.29%	5.6K	1.14M	-500	-8.20%
Jun 30, 2026	CERITY PARTNERS LLC	0.29%	5.54K	1.13M	-10	-0.18%
Jun 30, 2026	CITADEL ADVISORS LLC	0.28%	5.46K	1.11M	-4.05K	-42.58%
Jun 30, 2026		0.29%	4.96K	1.01M	0	0
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.28%	5.45K	1.02M	0	0
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.26%	4.96K	1.01M	-1.59K	-24.32%
Jun 30, 2026	JPMORGAN CHASE & CO	0.2%	3.93K	801.1K	-127	-3.13%
Jun 30, 2026	PACIFIC SUN FINANCIAL CORP	0.19%	3.7K	751.17K	-430	-10.42%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	3.04K	618K	0	0
Jun 30, 2026	ASPEN GROVE CAPITAL, LLC	0.13%	2.52K	512.65K	-2.4K	-48.73%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.13%	2.51K	509.93K	160	+6.81%
Jun 30, 2026	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.1%	2K	406.47K	0	0
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.31%	5.98K	1.22M	-1.02K	-14.56%
Jun 30, 2026	ASPIRIANT, LLC	0.17%	3.35K	680.24K	0	0
Jun 30, 2026	BLUE FIN CAPITAL, INC.	0.08%	1.54K	313.8K	0	0
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.09%	1.65K	335.34K	-66	-3.85%
Jun 30, 2026	CIBC BANCORP USA INC.	0.26%	4.96K	1.01M	0	0
Jun 30, 2026	UMB BANK, N.A.	0.05%	900	182.91K	0	0
Jun 30, 2026	HOWARD WEALTH MANAGEMENT, LLC	0.06%	1.01K	204.46K	1.01K	+100.00%
Jun 30, 2026	FOCUS FINANCIAL NETWORK, INC.	0.06%	1.09K	220.92K	0	0
Jun 30, 2026	PHILADELPHIA TRUST CO	0.06%	1.1K	224K	0	0
Jun 30, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.06%	1.13K	229.1K	-275	-19.61%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	1.15K	233.72K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.07%	1.26K	256.73K	12	+0.96%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	0.07%	1.3K	264.21K	0	0
Jun 30, 2026	COMMERCE BANK	0.07%	1.3K	264.21K	0	0
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.13%	2.52K	512.5K	0	0
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.27%	5.24K	1.06M	5.24K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	1.5K	304.86K	-4.3K	-74.14%
Jun 30, 2026	FORUM FINANCE GROUP S.A.	0.08%	1.45K	237K	0	0
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.84%	16.26K	3.3M	837	+5.43%
Jun 30, 2026	CONSERVEST CAPITAL ADVISORS, INC.	1.03%	19.77K	4.02M	-511	-2.52%
Jun 30, 2026	NAVIS WEALTH ADVISORS, LLC	0.21%	4K	812.58K	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	4K	812.95K	-42	-1.04%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	1.34K	272K	64	+5.03%
Jun 30, 2026	HUMMER FINANCIAL ADVISORY SERVICES INC	0.08%	1.41K	286.57K	0	0
Jun 30, 2026	BANQUE CANTONALE VAUDOISE	0.08%	1.44K	292	-95	-6.20%
Jun 30, 2026	NORTHERN TRUST CORP	0.09%	1.48K	300.18K	1.48K	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.23%	4.46K	896.75K	389	+9.56%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.24%	4.59K	932.98K	-78	-1.67%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.17%	3.22K	654.87K	-183	-5.37%
Jun 30, 2026	GFS ADVISORS, LLC	2.44%	46.97K	7.11K	25.33K	+117.03%
Jun 30, 2026	MORGAN STANLEY	2.06%	39.57K	8.04M	6.66K	+20.23%
Jun 30, 2026	UBS GROUP AG	0.82%	15.81K	3.21M	-784	-4.72%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.39%	7.44K	1.51M	0	0
Jun 30, 2026	STIFEL FINANCIAL CORP	0.39%	7.44K	1.51M	135	+1.85%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.27%	5.28K	1.07M	4.19K	+386.18%
Jun 30, 2026	MILLER INVESTMENT MANAGEMENT, LP	1.99%	38.23K	7.77M	-736	-1.89%
Jun 30, 2026	LPL FINANCIAL LLC	1.56%	30.13K	6.12M	3.58K	+13.48%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.1%	1.95K	396.52K	-104	-5.06%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.1%	1.95K	396.31K	0	0
Jun 30, 2026	GOLDMAN SACHS GROUP INC	5.3%	102.02K	20.73M	-59	-0.06%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.41%	65.62K	13.34M	-3.94K	-5.67%
Mar 31, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.37%	7.2K	1.35M	0	0
Mar 31, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.79%	15.37K	2.89M	775	+5.31%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.43%	66.34K	12.47M	20.38K	+44.33%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.24%	4.67K	878.21K	-1.91K	-29.05%
Mar 31, 2026	ASPEN GROVE CAPITAL, LLC	0.25%	4.92K	924.95K	-2.52K	-33.87%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.28%	5.45K	1.02M	-250	-4.39%
Mar 31, 2026	UBS GROUP AG	0.86%	16.59K	3.12M	-3.58K	-17.75%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.1%	1.95K	366.65K	0	0
Mar 31, 2026	INTEGRITY FINANCIAL CORP /WA	0.03%	664	124.85K	664	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	675	126.92K	675	+100.00%
Mar 31, 2026	BRYN MAWR TRUST CO	0.04%	800	150.42K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	854	160.66K	-325	-27.57%
Mar 31, 2026	UMB BANK, N.A.	0.05%	900	169.22K	0	0
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.06%	1.09K	204.39K	0	0
Mar 31, 2026	PHILADELPHIA TRUST CO	0.06%	1.1K	207K	0	0
Mar 31, 2026	CIBC WORLD MARKET INC.	0.06%	1.11K	209.08K	-64	-5.44%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.06%	1.15K	216.23K	0	0
Mar 31, 2026	CITIGROUP INC	0.06%	1.25K	234.28K	1.25K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.06%	1.25K	235.25K	-142	-10.19%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	1.27K	239K	-203	-13.75%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.07%	1.3K	244.43K	0	0
Mar 31, 2026	COMMERCE BANK	0.07%	1.3K	244.43K	0	0
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.07%	1.36K	255.02K	1.36K	+100.00%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	1.4K	263.66K	0	0
Mar 31, 2026	HUMMER FINANCIAL ADVISORY SERVICES INC	0.07%	1.41K	265.11K	50	+3.68%
Mar 31, 2026	BLUE FIN CAPITAL, INC.	0.08%	1.54K	290.31K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.21%	4.06K	742.56K	1.86K	+84.33%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	4.04K	759.99K	42	+1.05%
Mar 31, 2026	NAVIS WEALTH ADVISORS, LLC	0.21%	4K	751.75K	0	0
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.38%	7.44K	1.4M	-34	-0.46%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.18%	3.41K	640.24K	98	+2.96%
Mar 31, 2026	ASPIRIANT, LLC	0.17%	3.35K	629.32K	-240	-6.69%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	3.04K	572K	100	+3.40%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.13%	2.52K	474.17K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.7%	32.82K	6.17M	3.46K	+11.80%
Mar 31, 2026	MILLER INVESTMENT MANAGEMENT, LP	2.01%	38.96K	7.33M	37	+0.10%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.6%	69.56K	13.08M	-2.45K	-3.40%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.11%	2.06K	386.33K	-49	-2.33%
Mar 31, 2026	BELVEDERE TRADING LLC	0.1%	1.9K	357.25K	1.9K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.14%	2.8K	526.47K	2.8K	+100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.21%	4.07K	732.99K	-279	-6.41%
Mar 31, 2026	SEGALL BRYANT & HAMILL, LLC	0.24%	4.59K	881.45K	4.59K	+100.00%
Mar 31, 2026	ALTFEST L J & CO INC	0.44%	8.51K	1.6M	-106	-1.23%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	10.04K	1.89M	397	+4.12%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.38%	7.3K	1.37M	452	+6.60%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.36%	7K	1.32M	1.49K	+27.05%
Mar 31, 2026	CERITY PARTNERS LLC	0.29%	5.55K	1.04M	-242	-4.18%
Mar 31, 2026		0.26%	4.96K	932.22K	4.96K	+100.00%
Mar 31, 2026	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.1%	2K	376.05K	0	0
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.32%	6.1K	1.15M	-5.7K	-48.31%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.33%	6.55K	1.23M	135	+2.10%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	5.28%	102.08K	19.19M	0	0
Mar 31, 2026	MORGAN STANLEY	1.7%	32.92K	6.19M	-26.09K	-44.22%
Mar 31, 2026	PACIFIC SUN FINANCIAL CORP	0.21%	4.13K	775.79K	20	+0.49%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.8%	15.42K	2.9M	-2.33K	-13.12%
Mar 31, 2026	ROYAL BANK OF CANADA	0.72%	13.84K	2.6M	565	+4.26%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.61%	11.86K	2.23M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.37%	26.55K	4.99M	-5.26K	-16.54%
Mar 31, 2026	GFS ADVISORS, LLC	1.12%	21.64K	14.14M	21.64K	+100.00%
Mar 31, 2026	CONSERVEST CAPITAL ADVISORS, INC.	1.05%	20.28K	3.81M	3.78K	+22.93%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	2.58K	484.91K	1.39K	+117.09%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	2.35K	441.66K	2.1K	+839.60%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.09%	1.72K	322.65K	1.67K	+3,551.06%
Mar 31, 2026	FMR LLC	0.08%	1.61K	301.72K	554	+52.71%
Mar 31, 2026	BANQUE CANTONALE VAUDOISE	0.08%	1.53K	288K	0	0
Dec 31, 2025	BRYN MAWR TRUST CO	0.04%	800	151.41K	0	0
Dec 31, 2025	COMERICA BANK	0.04%	675	127.75K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	426	80.6K	306	+255.00%
Dec 31, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.02%	310	58.67K	0	0
Dec 31, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.02%	300	56.78K	0	0
Dec 31, 2025		0.12%	2.32K	439.11K	-767	-24.85%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.61%	72.01K	13.63M	2.2K	+3.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.3%	45.96K	8.7M	3.52K	+8.29%
Dec 31, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.1%	2K	378.53K	-200	-9.09%
Dec 31, 2025	CONTINUUM ADVISORY, LLC	0.06%	1.26K	238.85K	1.26K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	2.94K	556K	0	0
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.13%	2.52K	477.33K	2.52K	+100.00%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.11%	2.23K	423K	985	+78.86%
Dec 31, 2025	JPMORGAN CHASE & CO	0.11%	2.2K	416.76K	-614	-21.80%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	2.06K	401.32K	-210	-9.25%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	4K	757.04K	2.6K	+185.71%
Dec 31, 2025	NAVIS WEALTH ADVISORS, LLC	0.2%	4K	756.71K	20	+0.50%
Dec 31, 2025	COMMERCE BANK	0.06%	1.3K	246.04K	0	0
Dec 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.07%	1.33K	266K	0	0
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.07%	1.3K	246.04K	0	0
Dec 31, 2025	HUMMER FINANCIAL ADVISORY SERVICES INC	0.07%	1.36K	257.4K	-50	-3.55%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	1.76K	333.6K	1.76K	+100.00%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.1%	1.95K	369.07K	-200	-9.30%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.1%	2.03K	383.66K	2.03K	+100.00%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.28%	5.7K	1.08M	5.7K	+100.00%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.29%	5.51K	1.04M	122	+2.26%
Dec 31, 2025	CERITY PARTNERS LLC	0.29%	5.8K	1.1M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.33%	6.58K	1.25M	-11	-0.17%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.34%	6.85K	1.3M	219	+3.30%
Dec 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.36%	7.2K	1.36M	-5	-0.07%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.39%	7.47K	1.41M	-21	-0.28%
Dec 31, 2025	ALTFEST L J & CO INC	0.45%	8.61K	1.63M	-239	-2.70%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	9.64K	1.83M	-486	-4.80%
Dec 31, 2025	LPL FINANCIAL LLC	1.59%	31.81K	6.02M	12.35K	+63.46%
Dec 31, 2025	MILLER INVESTMENT MANAGEMENT, LP	1.95%	38.93K	7.37M	-41.83K	-51.80%
Dec 31, 2025	PHILADELPHIA TRUST CO	0.06%	1.1K	208K	1.1K	+100.00%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.06%	1.09K	205.74K	1.09K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	1.15K	217.65K	1.15K	+100.00%
Dec 31, 2025	MORGAN STANLEY	2.95%	59.01K	11.17M	27.35K	+86.39%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	5.3%	102.08K	19.32M	-7.22K	-6.60%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.11%	2.1K	398.16K	-32	-1.50%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	1.48K	279K	188	+14.60%
Dec 31, 2025	BANQUE CANTONALE VAUDOISE	0.08%	1.53K	290K	0	0
Dec 31, 2025	BLUE FIN CAPITAL, INC.	0.08%	1.54K	292.23K	-26	-1.66%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	3.31K	625.92K	-22	-0.66%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	4K	757.06K	0	0
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.21%	4.11K	777.12K	-137	-3.23%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	4.35K	823.28K	1.8K	+70.72%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.25%	4.96K	938.38K	0	0
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.28%	5.48K	1.04M	478	+9.55%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	6.42K	1.21M	-79	-1.22%
Dec 31, 2025	ASPEN GROVE CAPITAL, LLC	0.37%	7.44K	1.41M	-2.54K	-25.46%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.59%	11.8K	2.23M	11.8K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.62%	11.86K	2.25M	1	+0.01%
Dec 31, 2025	ROYAL BANK OF CANADA	0.66%	13.28K	2.51M	-1.1K	-7.67%
Dec 31, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.73%	14.59K	2.76M	14.59K	+100.00%
Dec 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.83%	16.49K	3.12M	1.24K	+8.15%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.89%	17.75K	3.36M	223	+1.27%
Dec 31, 2025	UBS GROUP AG	1.01%	20.18K	3.82M	1.37K	+7.31%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.47%	29.36K	5.56M	1.34K	+4.80%
Dec 31, 2025	ASPIRIANT, LLC	0.19%	3.59K	678.89K	-140	-3.76%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	1.4K	265.4K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	1.2K	227.12M	-800	-40.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	1.18K	223.17K	-39	-3.20%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.06%	1.18K	222.57K	-53	-4.31%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.04%	700	132.49K	700	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.49%	69.81K	11.57M	1.87K	+2.75%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.12%	42.44K	7.03M	-10.02K	-19.10%
Sep 30, 2025	BLUE FIN CAPITAL, INC.	0.08%	1.57K	260.13K	0	0
Sep 30, 2025		0.15%	3.09K	511.47K	-3.96K	-56.21%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	2.94K	487K	-125	-4.08%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	2.55K	413.25K	-22	-0.86%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	2.27K	395.99K	0	0
Sep 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.11%	2.2K	364.5K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	2.14K	354.02K	105	+5.17%
Sep 30, 2025	NORTHERN TRUST CORP	0.11%	2.12K	351.25K	2.12K	+100.00%
Sep 30, 2025	BELVEDERE TRADING LLC	0.09%	1.8K	298.23K	0	0
Sep 30, 2025	BANQUE CANTONALE VAUDOISE	0.08%	1.53K	254K	326	+27.03%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	1.4K	232.29K	0	0
Sep 30, 2025	MORGAN STANLEY	1.58%	31.66K	5.25M	349	+1.11%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.4%	28.01K	4.64M	542	+1.97%
Sep 30, 2025	LPL FINANCIAL LLC	0.97%	19.46K	3.22M	-2.83K	-12.71%
Sep 30, 2025	UBS GROUP AG	0.94%	18.8K	3.12M	-2.42K	-11.41%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.88%	17.53K	2.9M	-1.45K	-7.64%
Sep 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.76%	15.25K	2.53M	-462	-2.94%
Sep 30, 2025	ROYAL BANK OF CANADA	0.72%	14.38K	2.38M	-4.62K	-24.32%
Sep 30, 2025	ASPEN GROVE CAPITAL, LLC	0.5%	9.98K	1.65M	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.06%	1.25K	207K	1.25K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	1.3K	213.21K	-164	-11.19%
Sep 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.07%	1.33K	221.08K	1.33K	+100.00%
Sep 30, 2025	TEXAS YALE CAPITAL CORP.	0.1%	2.09K	345.45K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	3.33K	551.59K	-199	-5.64%
Sep 30, 2025	CITIGROUP INC	0.13%	2.65K	439.06K	-2.83K	-51.66%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	2.7K	447.34K	300	+12.50%
Sep 30, 2025	JPMORGAN CHASE & CO	0.14%	2.82K	466.57K	-1.48K	-34.45%
Sep 30, 2025	ASPIRIANT, LLC	0.19%	3.73K	617.51K	0	0
Sep 30, 2025	NAVIS WEALTH ADVISORS, LLC	0.2%	3.98K	659.16K	0	0
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.27%	5.39K	893.21K	-554	-9.32%
Sep 30, 2025	HUMMER FINANCIAL ADVISORY SERVICES INC	0.07%	1.41K	233.62K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.1%	2K	331.37K	2K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.14%	2.85K	472.7K	-5.31K	-65.04%
Sep 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.36%	7.21K	1.19M	-230	-3.09%
Sep 30, 2025	BOSTON RESEARCH & MANAGEMENT INC	0.52%	10.45K	1.73M	-366	-3.39%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	4K	662.74K	0	0
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.21%	4.24K	703K	-150	-3.41%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.25%	4.96K	821.46K	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.25%	5.01K	829.25K	-1.64K	-24.68%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.32%	6.5K	1.08M	-929	-12.51%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.33%	6.59K	1.09M	-3.03K	-31.49%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.33%	6.63K	1.1M	-127	-1.88%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.37%	7.49K	1.24M	-87	-1.15%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	150	24.85K	-221	-59.57%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	190	31.48K	0	0
Sep 30, 2025	COASTLINE TRUST CO	0.01%	190	31.48K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	195	32.31K	-40	-17.02%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	201	33.3K	80	+66.12%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	204	33.81K	-169	-45.31%
Sep 30, 2025	TIDEMARK, LLC	0.01%	207	34.3K	0	0
Sep 30, 2025	CWM, LLC	0.01%	225	37K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	225	37.28K	-200	-47.06%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	265	43.91K	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	287	47.55K	0	0
Sep 30, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.02%	310	51.36K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.02%	318	52.69K	-114	-26.39%
Sep 30, 2025	FMR LLC	0.03%	531	87.94K	199	+59.94%
Sep 30, 2025	UMB BANK, N.A.	0.05%	900	149.12K	0	0
Sep 30, 2025	BRYN MAWR TRUST CO	0.05%	1.06K	175.46K	27	+2.62%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.06%	1.23K	203.63K	1.23K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	1.29K	213K	1.29K	+100.00%
Sep 30, 2025	COMMERCE BANK	0.07%	1.3K	215.39K	1.3K	+100.00%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.07%	1.3K	215.39K	1.3K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.07%	1.39K	230.5K	15	+1.09%
Sep 30, 2025	CERITY PARTNERS LLC	0.29%	5.8K	960.14K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	10.13K	1.68M	-629	-5.85%
Sep 30, 2025	ALTFEST L J & CO INC	0.44%	8.85K	1.47M	322	+3.77%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.59%	11.86K	1.97M	50	+0.42%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	5.46%	109.3K	18.11M	-673	-0.61%
Sep 30, 2025	MILLER INVESTMENT MANAGEMENT, LP	4.04%	80.76K	13.38M	-674	-0.83%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	10.76K	1.65M	-17.85K	-62.40%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	5.31%	109.97K	16.86B	3.79K	+3.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.53%	52.47K	8.04M	7.9K	+17.72%
Jun 30, 2025	LPL FINANCIAL LLC	1.08%	22.3K	3.42M	-1.88K	-7.78%
Jun 30, 2025	CITADEL ADVISORS LLC	0.39%	8.16K	1.25B	5.64K	+223.55%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.28%	5.7K	873.7K	0	0
Jun 30, 2025	CITIGROUP INC	0.26%	5.48K	840.28K	5.48K	+100.00%
Jun 30, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.11%	2.2K	337.22K	0	0
Jun 30, 2025	TEXAS YALE CAPITAL CORP.	0.1%	2.09K	319.59K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.33%	27.47K	4.21M	-34.44K	-55.63%
Jun 30, 2025	MILLER INVESTMENT MANAGEMENT, LP	3.93%	81.43K	12.48M	-10.37K	-11.30%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.28%	67.94K	10.41M	48.3K	+245.87%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	3.12%	64.74K	10.05M	28	+0.04%
Jun 30, 2025	MORGAN STANLEY	1.51%	31.31K	4.8B	-45.66K	-59.32%
Jun 30, 2025	UMB BANK, N.A.	0.04%	900	137.95K	0	0
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.06%	1.31K	200.52K	0	0
Jun 30, 2025	BANQUE CANTONALE VAUDOISE	0.06%	1.21K	185K	1.21K	+100.00%
Jun 30, 2025	BRYN MAWR TRUST CO	0.05%	1.03K	158.19K	18	+1.78%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0.04%	756	115.88K	0	0
Jun 30, 2025		0.34%	7.05K	1.08M	-5.05K	-41.72%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.02%	373	57.18K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	371	56.87K	371	+100.00%
Jun 30, 2025	FMR LLC	0.02%	332	50.95M	3	+0.91%
Jun 30, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.02%	310	47.52K	0	0
Jun 30, 2025	FSA WEALTH MANAGEMENT LLC	0.01%	305	46.72K	0	0
Jun 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	300	45.98K	0	0
Jun 30, 2025	UBS GROUP AG	1.02%	21.22K	3.25M	-6.64K	-23.82%
Jun 30, 2025	ROYAL BANK OF CANADA	0.92%	19K	2.91M	981	+5.44%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.92%	18.98K	2.91M	18.98K	+100.00%
Jun 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.76%	15.71K	2.41M	-1.72K	-9.85%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	265	40.62K	0	0
Jun 30, 2025	TRUVESTMENTS CAPITAL LLC	0.01%	250	38.32K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	235	36.02K	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.32%	6.65K	1.02M	-1.49K	-18.27%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.57%	11.81K	1.81M	294	+2.55%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.36%	7.42K	1.14M	-172	-2.26%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.33%	6.76K	1.04M	-50	-0.73%
Jun 30, 2025	CERITY PARTNERS LLC	0.28%	5.8K	888.26K	43	+0.75%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.24%	4.96K	759.96K	0	0
Jun 30, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.2%	4.14K	634.58K	4.14K	+100.00%
Jun 30, 2025	ASPIRIANT, LLC	0.18%	3.73K	571.28K	-510	-12.04%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	3.53K	540.84K	-103	-2.84%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.14%	3K	459.38K	-1.19K	-28.44%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	2.46K	376.99K	281	+12.90%
Jun 30, 2025	EWG ELEVATE INC.	0.11%	2.37K	363.43K	2.37K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	2.27K	357.98K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	1.8K	275.9K	-11.8K	-86.76%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	1.51K	231.26K	-20.85K	-93.26%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	1.47K	224.58K	682	+87.10%
Jun 30, 2025	HUMMER FINANCIAL ADVISORY SERVICES INC	0.07%	1.41K	216.13K	0	0
Jun 30, 2025	BELVEDERE TRADING LLC	0.09%	1.8K	275.9K	1.8K	+100.00%
Jun 30, 2025	BLUE FIN CAPITAL, INC.	0.08%	1.57K	240.65K	1.57K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	9.62K	1.47M	-236	-2.39%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.36%	7.44K	1.14M	-717	-8.79%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.29%	5.95K	911.25K	-1.31K	-18.02%
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.21%	4.39K	673.36K	-430	-8.92%
Jun 30, 2025	JPMORGAN CHASE & CO	0.21%	4.3K	658.49K	-3.04K	-41.47%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	4K	613.12K	0	0
Jun 30, 2025	NAVIS WEALTH ADVISORS, LLC	0.19%	3.98K	609.81K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	3.07K	470K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	2.57K	392.8K	-265	-9.35%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	2.03K	311.31K	-1.06K	-34.36%
Jun 30, 2025	BOSTON RESEARCH & MANAGEMENT INC	0.52%	10.81K	1.66M	-499	-4.41%
Jun 30, 2025	ASPEN GROVE CAPITAL, LLC	0.48%	9.98K	1.53M	0	0
Jun 30, 2025	ALTFEST L J & CO INC	0.41%	8.53K	1.31M	869	+11.34%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.37%	7.58K	1.16M	0	0
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.07%	1.4K	214.9K	50	+3.70%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.18%	4.19K	658.9K	1.59K	+61.20%
Mar 31, 2025	PACIFIC SUN FINANCIAL CORP	0.2%	4.82K	758.8K	-170	-3.40%
Mar 31, 2025	CERITY PARTNERS LLC	0.24%	5.75K	904.97K	-358	-5.86%
Mar 31, 2025	LPL FINANCIAL LLC	1.02%	24.18K	3.8M	-572	-2.31%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.29%	6.81K	1.07M	80	+1.19%
Mar 31, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.09%	2.2K	346.13K	0	0
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.31%	7.25K	1.14M	1.46K	+25.10%
Mar 31, 2025	JPMORGAN CHASE & CO	0.31%	7.34K	1.15M	-2.92K	-28.47%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.32%	7.58K	1.19M	-22	-0.29%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	7.6K	1.2M	-353	-4.44%
Mar 31, 2025	ALTFEST L J & CO INC	0.32%	7.66K	1.21M	1.01K	+15.13%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.34%	8.13K	1.28M	-530	-6.12%
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.34%	8.16K	1.28M	-1.36K	-14.25%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.42%	9.86K	1.55M	-45	-0.45%
Mar 31, 2025	ASPEN GROVE CAPITAL, LLC	0.42%	9.98K	1.57M	0	0
Mar 31, 2025	BOSTON RESEARCH & MANAGEMENT INC	0.48%	11.31K	1.78M	-370	-3.17%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	11.52K	1.81M	0	0
Mar 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.74%	17.43K	2.74M	-254	-1.44%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	4.49%	106.18K	16.71M	-15.9K	-13.02%
Mar 31, 2025	ROYAL BANK OF CANADA	0.76%	18.02K	2.84M	-730	-3.89%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.94%	22.36K	3.52M	1.71K	+8.25%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.06%	1.35K	212.71K	-80	-5.59%
Mar 31, 2025	HUMMER FINANCIAL ADVISORY SERVICES INC	0.06%	1.41K	221.84K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.07%	1.74K	274.26K	-366	-17.35%
Mar 31, 2025	TEXAS YALE CAPITAL CORP.	0.09%	2.09K	328.03K	0	0
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	2.18K	342.75K	195	+9.83%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	2.84K	449.15K	218	+8.33%
Mar 31, 2025	BELVEDERE TRADING LLC	0.13%	3K	471.99K	3K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	3.09K	486.78K	423	+15.84%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	4K	629.32K	0	0
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.21%	4.96K	694.62K	0	0
Mar 31, 2025	CONSOLIDATED INVESTMENT GROUP LLC	0.21%	5K	786.65K	-11.2K	-69.14%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	5.66K	889.86K	155	+2.82%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.24%	5.7K	896.78K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	19.64K	3.09M	-1.9K	-8.80%
Mar 31, 2025	UBS GROUP AG	1.18%	27.86K	4.38M	50	+0.18%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	2.27K	357.14K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.11%	2.52K	396.79K	-3.25K	-56.34%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	3.07K	482K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	3.63K	571.27K	-937	-20.51%
Mar 31, 2025	NAVIS WEALTH ADVISORS, LLC	0.17%	3.98K	625.92K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	4.19K	658.74K	4.19K	+100.00%
Mar 31, 2025	ASPIRIANT, LLC	0.18%	4.24K	666.61K	-96	-2.22%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.62%	61.91K	9.74M	-13.92K	-18.36%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	2.73%	64.71K	9.96M	1.15K	+1.81%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.21%	28.61K	4.5M	-1.83K	-6.02%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.88%	44.57K	7.01M	-41.94K	-48.48%
Mar 31, 2025	MORGAN STANLEY	3.25%	76.97K	12.11M	-14.67K	-16.01%
Mar 31, 2025	MILLER INVESTMENT MANAGEMENT, LP	3.88%	91.81K	14.44M	-394	-0.43%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.05%	1.52K	253K	-80	-5.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.11%	2.6K	432.96K	-301	-10.37%
Mar 31, 2024	ICAPITAL WEALTH LLC	0.12%	3K	498.99K	0	0
Mar 31, 2024	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.13%	3.05K	506.48K	3.05K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	4K	665.32K	0	0
Mar 31, 2024	QUINTET PRIVATE BANK (EUROPE) S.A.	0.14%	3.45K	661.89K	3.45K	+100.00%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.14%	3.47K	576.33K	526	+17.90%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.15%	4.27K	709K	-150	-3.40%
Mar 31, 2024	NAVIS WEALTH ADVISORS, LLC	0.16%	3.95K	656.55K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.17%	4.85K	807.45K	-1.56K	-24.29%
Mar 31, 2024	ASSETMARK, INC	0.18%	4.29K	714.06K	2.51K	+141.32%
Mar 31, 2024	ASPIRIANT, LLC	0.18%	4.41K	733.18K	-2.96K	-40.13%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.2%	4.96K	823.43K	1.5K	+43.38%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.22%	6.43K	1.07M	-800	-11.06%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.22%	5.37K	892.9K	106	+2.01%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.3%	8.81K	1.46M	-689	-7.25%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.32%	7.68K	1.28M	0	0
Mar 31, 2024	ALTFEST L J & CO INC	0.32%	7.9K	1.31M	319	+4.21%
Mar 31, 2024	GLENVIEW TRUST CO	0.38%	9.3K	1.55M	0	0
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.1%	2.35K	391.21K	870	+58.70%
Mar 31, 2024	MILLER INVESTMENT MANAGEMENT, LP	4.24%	103.23K	17.17M	656	+0.64%
Mar 31, 2024	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.09%	2.2K	365.93K	-210	-8.71%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	2.46K	408.84K	398	+19.32%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.22%	5.42K	901.29K	9	+0.17%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.24%	5.76K	957.43K	5.76K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.24%	7.13K	1.19M	0	0
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.25%	5.97K	992.49K	-70	-1.16%
Mar 31, 2024	CERITY PARTNERS LLC	0.26%	6.39K	996.56K	636	+11.06%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.28%	8.35K	1.39M	225	+2.77%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.29%	7.17K	1.19M	723	+11.22%
Mar 31, 2024	JANE STREET GROUP, LLC	0.4%	11.83K	1.97M	9.51K	+410.71%
Mar 31, 2024	ASPEN GROVE CAPITAL, LLC	0.41%	9.9K	1.65M	0	0
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.47%	11.52K	1.92M	25	+0.22%
Mar 31, 2024	ROYAL BANK OF CANADA	0.99%	28.99K	4.82M	2.48K	+9.35%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.71%	50.29K	8.36M	-59.87K	-54.35%
Mar 31, 2024	MORGAN STANLEY	2.41%	70.86K	11.79M	5.3K	+8.09%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	3.89%	114.5K	19.04M	1.62K	+1.43%
Mar 31, 2024	OPPENHEIMER & CO INC	0.04%	1.32K	219.56K	20	+1.54%
Mar 31, 2024	HUMMER FINANCIAL ADVISORY SERVICES INC	0.05%	1.41K	234.53K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.05%	1.49K	248K	-24	-1.59%
Mar 31, 2024	UNITED COMMUNITY BANK	0.05%	1.6K	265.8K	0	0
Mar 31, 2024	BLUE FIN CAPITAL, INC.	0.06%	1.65K	273.98K	-138	-7.73%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	1.69K	280.93K	1.69K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	1.69K	281K	335	+24.74%
Mar 31, 2024	TEXAS YALE CAPITAL CORP.	0.06%	1.73K	286.92K	0	0
Mar 31, 2024	CREATIVE PLANNING	0.06%	1.9K	315.27K	264	+16.19%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.07%	2K	333.05K	-245	-10.90%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.08%	1.88K	311.87K	200	+11.94%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.09%	2.15K	357.61K	0	0
Mar 31, 2024	BOSTON RESEARCH & MANAGEMENT INC	0.52%	12.72K	2.12M	0	0
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.63%	15.24K	2.53M	-3.72K	-19.60%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.65%	19.18K	3.19M	51	+0.27%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.75%	21.94K	3.65M	1.77K	+8.75%
Mar 31, 2024	CONSERVEST CAPITAL ADVISORS, INC.	0.78%	18.95K	3.15M	-670	-3.41%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.78%	22.99K	3.82M	22.56K	+5,284.07%
Mar 31, 2024	HALLMARK CAPITAL MANAGEMENT INC	0.79%	19.31K	3.21M	2.15K	+12.50%
Mar 31, 2024	LPL FINANCIAL LLC	0.83%	24.4K	4.06M	3.52K	+16.84%
Mar 31, 2024	UBS GROUP AG	0.86%	25.3K	4.21M	1.25K	+5.22%
Mar 31, 2024	CONSOLIDATED INVESTMENT GROUP LLC	1.22%	29.7K	4.94M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.25%	30.43K	5.06M	30.43K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	2.76%	81.29K	13.52M	3.48K	+4.47%
Dec 31, 2023	NAVIS WEALTH ADVISORS, LLC	0.14%	3.95K	652.52K	17	+0.43%
Dec 31, 2023	CITADEL ADVISORS LLC	0.15%	4.32K	713.64K	1.62K	+60.13%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.15%	4.42K	730K	-1.47K	-24.98%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.17%	4.84K	799.6K	4.84K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.18%	5.26K	869.82K	131	+2.55%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.19%	5.41K	894.26K	2.35K	+76.74%
Dec 31, 2023	ATLAS CAPITAL ADVISORS LLC	0.2%	5.7K	942.27K	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.2%	5.75K	950.8K	52	+0.91%
Dec 31, 2023	PACIFIC SUN FINANCIAL CORP	0.21%	6.04K	997.98K	-52	-0.85%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.22%	6.41K	1.06M	-136	-2.08%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.22%	6.45K	1.07M	6.45K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.25%	7.13K	1.18M	-151	-2.07%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.25%	7.23K	1.2M	-97	-1.32%
Dec 31, 2023	ASPIRIANT, LLC	0.26%	7.36K	1.22M	-40	-0.54%
Dec 31, 2023	ALTFEST L J & CO INC	0.26%	7.58K	1.25M	-81	-1.06%
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.27%	7.68K	1.27M	-120	-1.54%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.28%	8.12K	1.34M	102	+1.27%
Dec 31, 2023	GLENVIEW TRUST CO	0.32%	9.3K	1.54M	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.33%	9.5K	1.57M	-207	-2.13%
Dec 31, 2023	ASPEN GROVE CAPITAL, LLC	0.34%	9.9K	1.64M	43	+0.44%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	11.49K	1.9M	0	0
Dec 31, 2023	BOSTON RESEARCH & MANAGEMENT INC	0.44%	12.72K	2.1M	0	0
Dec 31, 2023		0.49%	14.08K	2.33M	14.08K	+100.00%
Dec 31, 2023	HALLMARK CAPITAL MANAGEMENT INC	0.59%	17.16K	2.84M	-1.82K	-9.59%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.66%	18.95K	3.13M	-3.55K	-15.79%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.66%	19.13K	3.16M	4.91K	+34.52%
Dec 31, 2023	CONSERVEST CAPITAL ADVISORS, INC.	0.68%	19.62K	3.24M	-486	-2.42%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.7%	20.17K	3.33M	-1.78K	-8.10%
Dec 31, 2023	LPL FINANCIAL LLC	0.72%	20.89K	3.45M	-22.18K	-51.51%
Dec 31, 2023	UBS GROUP AG	0.83%	24.04K	3.97M	-3.02K	-11.16%
Dec 31, 2023	ROYAL BANK OF CANADA	0.92%	26.51K	4.38M	1.73K	+6.99%
Dec 31, 2023	CONSOLIDATED INVESTMENT GROUP LLC	1.03%	29.7K	4.91M	0	0
Dec 31, 2023	MORGAN STANLEY	2.27%	65.56K	10.84M	-1.74K	-2.59%
Dec 31, 2023	JPMORGAN CHASE & CO	2.7%	77.81K	12.86M	18.27K	+30.68%
Dec 31, 2023	MILLER INVESTMENT MANAGEMENT, LP	3.55%	102.57K	16.96M	-73.08K	-41.61%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.82%	110.16K	18.21M	56.86K	+106.67%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	3.91%	112.88K	18.66M	-1.07K	-0.94%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	2.06K	340.54K	3	+0.15%
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.07%	2.15K	355.42K	250	+13.16%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.08%	2.25K	371.53K	-212	-8.62%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.08%	2.28K	385.25K	2.21K	+2,940.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.08%	2.32K	382.86K	-323	-12.24%
Dec 31, 2023	MARSHALL WACE, LLP	0.08%	2.35K	388.48K	2.35K	+100.00%
Dec 31, 2023	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0.08%	2.41K	398.4K	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.1%	2.9K	480.12K	-1.54K	-34.71%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.1%	2.94K	485.85K	-2.29K	-43.79%
Dec 31, 2023	ICAPITAL WEALTH LLC	0.1%	3K	495.93K	0	0
Dec 31, 2023	TELEMUS CAPITAL, LLC	0.11%	3.05K	503.37K	-75	-2.40%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.12%	3.46K	571.64K	3.46K	+100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	4K	661.24K	0	0
Mar 31, 2023	BOSTON RESEARCH & MANAGEMENT INC	0%	0	-	0	0
Mar 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0%	0	-	0	0
Mar 31, 2023	VAN ECK ASSOCIATES CORP	0%	0	-	0	0
Mar 31, 2023	FOUNDERS CAPITAL MANAGEMENT	0%	0	-	0	0
Mar 31, 2023	CWM, LLC	0%	0	-	0	0
Mar 31, 2023	BANQUE CANTONALE VAUDOISE	0%	0	-	0	0
Mar 31, 2023	CUTLER GROUP LLC / CA	0%	0	-	0	0
Mar 31, 2023	WADE G W & INC	0%	0	-	0	0
Mar 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	0	0
Mar 31, 2023	CIBC WORLD MARKET INC.	0%	0	-	0	0
Mar 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	0	0
Mar 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	0	0
Mar 31, 2023	MML INVESTORS SERVICES, LLC	0%	0	-	0	0
Mar 31, 2023	SEGALL BRYANT & HAMILL, LLC	0%	0	-	0	0
Mar 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	0	0
Mar 31, 2023	ALTFEST L J & CO INC	0%	0	-	0	0
Mar 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	0	0
Mar 31, 2023	CONSOLIDATED INVESTMENT GROUP LLC	0%	0	-	0	0
Mar 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	0	0

Frequently Asked Questions