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

Who are the major shareholders selling Vanguard Long-Term Bond ETF stock?

MORGAN STANLEY, in the last quarter, reduced its stake in BLV by -23.83% restricting it's holding to 608.74 thousand shares of worth nearly $41.96M. TD PRIVATE CLIENT WEALTH LLC also lessened -2.98% of the BLV shares from its portfolio, reducing its holding to 167.96 thousand shares of worth $11.58M. TRILOGY CAPITAL INC. also shunned BLV shares holding by -22.1% last quarter which brought its holding to 227.54 thousand shares worth $15.68M.

Investors who are buying BLV stock?

As per its latest 13F filing, SUMMIT WEALTH GROUP, LLC increased its stake in BLV by 4.43% in the last quarter. The institutional holder raised its holding to 143.52 thousand shares having worth more than $9.89M. NYL INVESTORS LLC also added 1.77% more shares of BLV to its portfolio, raising its holding to 146.38 thousand shares of worth $10.09M. EVOLUTION ADVISERS, INC. also increased its BLV shares holding by 13.93% which brought its holding to 150.39 thousand shares worth $10.37M.

BLV's major insiders: who are they?

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

Did an insider recently sell BLV stock?

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

Which insider recently purchased BLV stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Long-Term Bond ETF insiders have bought stock, totalling 0 shares

How much of BLV does insiders own?

Around 0 Vanguard Long-Term Bond ETF shares are held by insiders, which represents about N/A of BLV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BLV?

SUMMIT WEALTH GROUP, LLC is the largest institutional owner in BLV which holds 143.52 thousand shares worth $9.89M or 0.11% of the total BLV shares outstanding followed by NYL INVESTORS LLC with ownership of 146.38 thousand shares representing 0.12% of the BLV ownership. EVOLUTION ADVISERS, INC. is the third largest stakeholder with 150.39 thousand shares or 0.12% of the ownership worth more than $10.37M.

Is Vanguard Long-Term Bond 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 BLV is concerned, it is a stock which is optionable.

Is there a short position on BLV's shares?

Number of BLV 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 BLV shares are there?

As of today, null shares of BLV are outstanding.

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

BLV 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 BLV is null.

Vanguard Long-Term Bond ETF (BLV) 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. SUMMIT WEALTH GROUP, LLC is the top corporate investor, holding 143.52K shares valued at $9.89M. A 0.11% stake in Vanguard Long-Term Bond ETF is owned by the company. NYL INVESTORS LLC owns 146.38K shares valued at $10.09M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SUMMIT WEALTH GROUP, LLC	0.11%	143.52K	9.89M	6.08K	+4.43%
Jun 30, 2026	NYL INVESTORS LLC	0.12%	146.38K	10.09M	2.55K	+1.77%
Jun 30, 2026	EVOLUTION ADVISERS, INC.	0.12%	150.39K	10.37M	18.39K	+13.93%
Jun 30, 2026	CRESTWOOD ADVISORS GROUP LLC	0.12%	153.58K	10.59M	37.49K	+32.29%
Jun 30, 2026	EVERGREEN WEALTH MANAGEMENT, LLC	0.13%	161.24K	11.11M	6.94K	+4.50%
Jun 30, 2026	PLATT INVESTMENT COUNSEL, LLC	0.13%	164.96K	11.37M	2.88K	+1.78%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.13%	166.47K	11.48M	166.47K	+100.00%
Jun 30, 2026	EXCHANGE TRADED CONCEPTS, LLC	1.49%	1.96M	135.31M	216.07K	+12.37%
Jun 30, 2026	CLARK ASSET MANAGEMENT, LLC	0.22%	284.94K	19.64M	24.41K	+9.37%
Jun 30, 2026	RYAN INVESTMENT MANAGEMENT, INC.	0.14%	185.36K	12.78M	185.36K	+100.00%
Jun 30, 2026	WINCAP FINANCIAL LLC	0.15%	193.64K	13.35M	11.71K	+6.44%
Jun 30, 2026	STRONG TOWER ADVISORY SERVICES	0.28%	370.42K	25.53M	29.92K	+8.79%
Jun 30, 2026	MORGAN STANLEY	0.46%	608.74K	41.96M	-190.47K	-23.83%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.79%	1.04M	71.74M	31.92K	+3.16%
Jun 30, 2026	TD PRIVATE CLIENT WEALTH LLC	0.13%	167.96K	11.58M	-5.17K	-2.98%
Jun 30, 2026	TRILOGY CAPITAL INC.	0.17%	227.54K	15.68M	-64.57K	-22.10%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.36%	478.82K	33.01M	20.21K	+4.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	10.54%	13.87M	955.82M	220.71K	+1.62%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.24%	318.2K	21.93M	70.8K	+28.62%
Jun 30, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.14%	181K	12.48M	181K	+100.00%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.17%	224.08K	15.45M	21.47K	+10.60%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.17%	227.07K	15.65M	7.57K	+3.45%
Jun 30, 2026	ETF PORTFOLIO PARTNERS, INC.	0.22%	286.67K	19.76M	18.32K	+6.83%
Jun 30, 2026	REGIONS FINANCIAL CORP	0.22%	295.83K	20.39M	1.75K	+0.59%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.24%	321.33K	22.15M	266.13K	+482.08%
Jun 30, 2026	LPL FINANCIAL LLC	2.3%	3.03M	208.86M	-26.23K	-0.86%
Jun 30, 2026	PRINCIPAL FINANCIAL GROUP INC	0.19%	251.12K	17.31M	-58.27K	-18.83%
Jun 30, 2026	KARPUS MANAGEMENT, INC.	1.62%	2.13M	147.01M	162.41K	+8.24%
Jun 30, 2026	LINCOLN NATIONAL CORP	2.09%	2.75M	189.61M	123.59K	+4.70%
Jun 30, 2026	WRIGHT FUND MANAGEMENT, LLC	0.36%	475.1K	32.75M	0	0
Jun 30, 2026	PARKER FINANCIAL LLC	0.08%	105.92K	7.3M	260	+0.25%
Jun 30, 2026	SELLWOOD CONSULTING LLC	0.09%	108.37K	7.47M	31.47K	+40.92%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.19%	254.76K	17.56M	65.52K	+34.62%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	280.45K	19.33M	89.24K	+46.67%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.22%	283.58K	19.55M	14.99K	+5.58%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	178.19K	12.28M	-7.85K	-4.22%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.15%	194.59K	13.41M	84.17K	+76.23%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.28%	366.96K	25.29M	84.38K	+29.86%
Jun 30, 2026	KOSS-OLINGER CONSULTING, LLC	0.29%	375.23K	25.86M	-12.51K	-3.23%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	416.12K	28.68M	-12.14K	-2.84%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.33%	427.58K	29.47M	1.38K	+0.32%
Jun 30, 2026	UBS GROUP AG	0.37%	489.77K	33.76M	14.04K	+2.95%
Jun 30, 2026	VANGUARD ADVISERS INC	0.41%	539.05K	37.16M	50.3K	+10.29%
Jun 30, 2026	METROPOLITAN LIFE INSURANCE CO/NY	0.46%	599.21K	41.3M	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.56%	732.72K	50.53M	24.55K	+3.47%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.77%	1.02M	69.96M	-220.19K	-17.83%
Jun 30, 2026	GREENUP STREET WEALTH MANAGEMENT LLC	0.15%	196.03K	13.51M	38.44K	+24.39%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	201K	13.87M	11.91K	+6.30%
Jun 30, 2026	WATERFORD ADVISORS, LLC	0.16%	209.76K	16.34M	17.23K	+8.95%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.8%	1.06M	72.74M	41.49K	+4.09%
Jun 30, 2026	BETTERMENT LLC	0.16%	214.11K	14.76M	5.81K	+2.79%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.85%	1.12M	76.91M	662.33K	+145.99%
Jun 30, 2026	ROYAL BANK OF CANADA	0.87%	1.14M	78.68M	27.86K	+2.50%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.09%	1.43M	98.64M	-98.15K	-6.42%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.43%	571.21K	39.37M	24.42K	+4.47%
Jun 30, 2026	IDAHO TRUST BANK	0.17%	222.11K	15.31M	21.31K	+10.61%
Jun 30, 2026	BEACON CAPITAL MANAGEMENT, INC.	0.44%	579.07K	39.92M	-109.26K	-15.87%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	671.72K	46.3M	6.26K	+0.94%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.09%	114.03K	7.86M	15.93K	+16.23%
Jun 30, 2026	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.1%	123.48K	8.18M	9.6K	+8.43%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.1%	123.95K	8.54M	-107.68K	-46.49%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.2%	1.58M	108.73M	30.24K	+1.95%
Jun 30, 2026	ADDISON CAPITAL CO	0.1%	129.73K	8.94M	4.34K	+3.46%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.11%	138.32K	9.53M	8	+0.01%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.11%	140.27K	9.67M	139.84K	+32,220.28%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.79%	1.01M	69.72M	-107.78K	-9.61%
Mar 31, 2026		0.23%	300.69K	20.6M	300.69K	+100.00%
Mar 31, 2026	METROPOLITAN LIFE INSURANCE CO/NY	0.46%	599.21K	41.21M	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.86%	1.11M	76.6M	23.07K	+2.12%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.96%	1.24M	84.96M	577.87K	+87.91%
Mar 31, 2026	WINCAP FINANCIAL LLC	0.14%	181.93K	12.51M	9.06K	+5.24%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	186.04K	12.8M	-15.39K	-7.64%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.52%	665.45K	45.77M	-180	-0.03%
Mar 31, 2026	MORGAN STANLEY	0.62%	799.21K	54.97M	145.24K	+22.21%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	189.09K	13M	9.3K	+5.17%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	191.21K	13.19M	23.06K	+13.71%
Mar 31, 2026	IDAHO TRUST BANK	0.16%	200.8K	13.81M	26.81K	+15.41%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.17%	219.5K	15.1M	18.1K	+8.99%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.18%	231.63K	15.93M	113.72K	+96.44%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.19%	247.4K	17.02M	-29.95K	-10.80%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	0.2%	260.53K	17.92M	24.64K	+10.45%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.24%	309.38K	21.28M	-12.79K	-3.97%
Mar 31, 2026	VANGUARD ADVISERS INC	0.38%	488.74K	33.62M	488.74K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.42%	546.79K	37.61M	58.68K	+12.02%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.78%	1.01M	69.39M	2.12K	+0.21%
Mar 31, 2026	PLATT INVESTMENT COUNSEL, LLC	0.13%	162.08K	11.15M	23.64K	+17.07%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	1.53%	1.97M	135.52M	5.66K	+0.29%
Mar 31, 2026	LINCOLN NATIONAL CORP	2.03%	2.63M	180.7M	65.35K	+2.55%
Mar 31, 2026	LPL FINANCIAL LLC	2.37%	3.06M	210.21M	-179.59K	-5.55%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	10.57%	13.65M	938.56M	2.71M	+24.80%
Mar 31, 2026	GREYSTONE FINANCIAL GROUP, LLC	0.2%	254.55K	17.51M	-167.89K	-39.74%
Mar 31, 2026	STRONG TOWER ADVISORY SERVICES	0.26%	340.5K	23.42M	26.6K	+8.47%
Mar 31, 2026	KOSS-OLINGER CONSULTING, LLC	0.3%	387.75K	26.67M	-22.47K	-5.48%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.33%	426.2K	29.31M	9.09K	+2.18%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	428.26K	29.46M	141.84K	+49.52%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.36%	453.67K	31.22M	-16.97K	-3.60%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.36%	458.61K	31.54M	-1.92M	-80.73%
Mar 31, 2026	WRIGHT FUND MANAGEMENT, LLC	0.37%	475.1K	32.68M	475.1K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.37%	475.73K	32.72M	337.27K	+243.57%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	0.53%	688.33K	47.34M	-207.44K	-23.16%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.55%	708.17K	48.74M	-10.06K	-1.40%
Mar 31, 2026	REGIONS FINANCIAL CORP	0.23%	294.08K	20.23M	22.19K	+8.16%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.18%	1.53M	105.17M	-359.99K	-19.06%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.2%	1.55M	106.42M	124.51K	+8.75%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	122.6K	8.43M	15.83K	+14.83%
Mar 31, 2026	ADDISON CAPITAL CO	0.1%	125.39K	8.62M	125.39K	+100.00%
Mar 31, 2026	EVOLUTION ADVISERS, INC.	0.11%	131.99K	9.08M	4.06K	+3.18%
Mar 31, 2026	JPMORGAN CHASE & CO	0.11%	134.34K	9.21M	122.54K	+1,038.63%
Mar 31, 2026	SUMMIT WEALTH GROUP, LLC	0.11%	137.43K	9.45M	9.59K	+7.50%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.11%	138.31K	9.51M	-568	-0.41%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	138.81K	9.55M	-2.3K	-1.63%
Mar 31, 2026	NYL INVESTORS LLC	0.11%	143.83K	9.89M	0	0
Mar 31, 2026	EVERGREEN WEALTH MANAGEMENT, LLC	0.12%	154.3K	10.61M	2.65K	+1.75%
Mar 31, 2026	GREENUP STREET WEALTH MANAGEMENT LLC	0.13%	157.59K	10.84M	3.91K	+2.54%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.15%	189.24K	13.02M	-4.14K	-2.14%
Mar 31, 2026	WATERFORD ADVISORS, LLC	0.15%	192.53K	15.08M	192.53K	+100.00%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.16%	202.61K	13.94M	5.41K	+2.74%
Mar 31, 2026	BETTERMENT LLC	0.16%	208.31K	14.33M	-685	-0.33%
Mar 31, 2026	JANE STREET GROUP, LLC	0.18%	230.79K	15.87M	230.79K	+100.00%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	1.35%	1.75M	120.15M	87.3K	+5.26%
Mar 31, 2026	TD PRIVATE CLIENT WEALTH LLC	0.14%	173.12K	11.91M	4.99K	+2.97%
Mar 31, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.14%	178.7K	12.29M	32.28K	+22.05%
Mar 31, 2026	ETF PORTFOLIO PARTNERS, INC.	0.21%	268.35K	18.46M	3.09K	+1.17%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.21%	268.59K	18.47M	6.17K	+2.35%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.22%	282.58K	19.44M	43.62K	+18.26%
Mar 31, 2026	TRILOGY CAPITAL INC.	0.23%	292.11K	20.09M	-60.79K	-17.23%
Mar 31, 2026	TREK FINANCIAL, LLC	0.23%	292.12K	20.09M	292.12K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	2.64%	3.24M	224.96M	247.58K	+8.29%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.12%	149.58K	10.4M	149K	+25,734.72%
Dec 31, 2025	EVERGREEN WEALTH MANAGEMENT, LLC	0.12%	151.66K	10.54M	5.3K	+3.62%
Dec 31, 2025	GREENUP STREET WEALTH MANAGEMENT LLC	0.12%	153.69K	10.68M	7.36K	+5.03%
Dec 31, 2025	RYAN INVESTMENT MANAGEMENT, INC.	0.13%	165.84K	11.53M	11.47K	+7.43%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.14%	168.13K	11.69M	9.11K	+5.73%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	168.15K	11.65M	66.37K	+65.21%
Dec 31, 2025	WINCAP FINANCIAL LLC	0.14%	172.88K	12.02M	2.89K	+1.70%
Dec 31, 2025	IDAHO TRUST BANK	0.14%	174K	12.1M	63.32K	+57.21%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	193.39K	13.44M	15.38K	+8.64%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	201.4K	14M	11.46K	+6.03%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	201.43K	14M	2.12K	+1.06%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.19%	235.89K	16.4M	32.25K	+15.84%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	262.41K	18.24M	6.81K	+2.66%
Dec 31, 2025	REGIONS FINANCIAL CORP	0.22%	271.89K	18.9M	1.06K	+0.39%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.23%	277.35K	19.28M	26.02K	+10.35%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	318.52K	22.14M	318.52K	+100.00%
Dec 31, 2025	TRILOGY CAPITAL INC.	0.29%	352.89K	24.53M	64.8K	+22.49%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.33%	410.22K	28.52M	-212.45K	-34.12%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.34%	417.11K	29M	198.94K	+91.19%
Dec 31, 2025	GREYSTONE FINANCIAL GROUP, LLC	0.34%	422.44K	29.37M	3.82K	+0.91%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.4%	488.11K	33.93M	12.11K	+2.54%
Dec 31, 2025	VANGUARD GROUP INC	0.42%	502.23K	34.92M	51.59K	+11.45%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	665.63K	46.28M	37.05K	+5.89%
Dec 31, 2025	MORGAN STANLEY	0.54%	653.97K	45.46M	-105.88K	-13.93%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	141.11K	9.81M	-20.27K	-12.56%
Dec 31, 2025	NYL INVESTORS LLC	0.12%	143.83K	10M	2.39K	+1.69%
Dec 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.12%	146.42K	10.18M	20.99K	+16.73%
Dec 31, 2025	BETTERMENT LLC	0.17%	208.99K	14.53M	4.96K	+2.43%
Dec 31, 2025	STRONG TOWER ADVISORY SERVICES	0.26%	313.9K	21.82M	69.73K	+28.56%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.26%	322.17K	22.4M	-25.3K	-7.28%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.11%	138.88K	9.66M	1.85K	+1.35%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.73%	895.77K	62.27M	-223.63K	-19.98%
Dec 31, 2025	ROYAL BANK OF CANADA	0.9%	1.09M	75.81M	37.03K	+3.52%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.16%	1.42M	98.91M	47.39K	+3.45%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	1.35%	1.66M	115.38M	614.25K	+58.76%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.54%	657.33K	45.7M	13.04K	+2.02%
Dec 31, 2025	COUNTRY TRUST BANK	0.57%	700.68K	48.71M	347.56K	+98.43%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	718.23K	49.96M	69.79K	+10.76%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.56%	1.89M	131.33M	-50.03K	-2.58%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	470.64K	32.73M	138.22K	+41.58%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	1.62%	1.96M	136.58M	339.24K	+20.87%
Dec 31, 2025	UBS GROUP AG	0.11%	138.47K	9.63B	4.41K	+3.29%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.83%	1.01M	69.99M	-2.15K	-0.21%
Dec 31, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.09%	111.49K	7.72M	4.15K	+3.87%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.1%	117.92K	8.2M	4.47K	+3.94%
Dec 31, 2025	SUMMIT WEALTH GROUP, LLC	0.1%	127.84K	8.89M	3.74K	+3.01%
Dec 31, 2025	EVOLUTION ADVISERS, INC.	0.1%	127.93K	8.89M	-2.07K	-1.59%
Dec 31, 2025	PLATT INVESTMENT COUNSEL, LLC	0.11%	138.45K	9.62M	40.02K	+40.66%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	179.79K	12.51M	149.06K	+485.05%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.16%	197.2K	13.71M	12.85K	+6.97%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.2%	238.96K	16.61M	12.08K	+5.33%
Dec 31, 2025	ETF PORTFOLIO PARTNERS, INC.	0.22%	265.26K	18.44M	9.38K	+3.66%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	286.42K	19.91M	157.21K	+121.68%
Dec 31, 2025	US BANCORP \DE\	0.25%	308.93K	21.48M	-1.24K	-0.40%
Dec 31, 2025	METROPOLITAN LIFE INSURANCE CO/NY	0.49%	599.21K	41.66M	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.91%	1.12M	77.97M	28.4K	+2.60%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.93%	2.38M	165.43M	106.65K	+4.69%
Dec 31, 2025	LINCOLN NATIONAL CORP	2.08%	2.56M	178.1M	56.14K	+2.24%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	9.04%	10.93M	760.13M	261.91K	+2.45%
Sep 30, 2025	WINCAP FINANCIAL LLC	0.14%	169.99K	12.04M	11.97K	+7.57%
Sep 30, 2025	COUNTRY TRUST BANK	0.3%	353.11K	25.02M	349.71K	+10,270.43%
Sep 30, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.21%	250.78K	17.77M	-29.14K	-10.41%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	255.6K	18.11M	13.29K	+5.49%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.17%	203.64K	14.43M	18.54K	+10.02%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.18%	218.17K	15.46M	11.67K	+5.65%
Sep 30, 2025	GREENUP STREET WEALTH MANAGEMENT LLC	0.12%	146.33K	10.37M	14.97K	+11.40%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	648.44K	45.91M	39.39K	+6.47%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	628.58K	44.54M	12.49K	+2.03%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	189.94K	13.46M	11.11K	+6.21%
Sep 30, 2025	NYL INVESTORS LLC	0.12%	141.44K	10.02M	1.85K	+1.33%
Sep 30, 2025	TRINITY LEGACY PARTNERS, LLC	0.12%	138.66K	9.88M	3.58K	+2.65%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.12%	137.03K	9.71M	16.97K	+14.13%
Sep 30, 2025	UBS GROUP AG	0.11%	134.06K	9.5M	4.64K	+3.59%
Sep 30, 2025	SUMMIT WEALTH GROUP, LLC	0.1%	124.1K	8.79M	5.94K	+5.03%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.1%	113.45K	8.04M	-534	-0.47%
Sep 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.09%	107.34K	7.58M	-1.68K	-1.54%
Sep 30, 2025	RICHMOND BROTHERS, INC.	0.09%	107.04K	7.58M	61.94K	+137.35%
Sep 30, 2025	FLAGSTAR ADVISORS INC.	0.08%	99.93K	7.08M	10.27K	+11.45%
Sep 30, 2025	PLATT INVESTMENT COUNSEL, LLC	0.08%	98.43K	6.97M	-34.18K	-25.78%
Sep 30, 2025	PARKER FINANCIAL LLC	0.08%	97K	6.87M	428	+0.44%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.08%	94.15K	6.67M	6.54K	+7.47%
Sep 30, 2025	PFW ADVISORS LLC	0.08%	92.9K	6.58M	1.38K	+1.51%
Sep 30, 2025	BAY HARBOR WEALTH MANAGEMENT, LLC	0.08%	91.35K	6.47M	1.1K	+1.22%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.16%	1.38M	97.44M	29.38K	+2.18%
Sep 30, 2025	JPMORGAN CHASE & CO	0.25%	292.37K	20.71M	283.37K	+3,148.58%
Sep 30, 2025	TRILOGY CAPITAL INC.	0.24%	288.1K	20.41M	-136.52K	-32.15%
Sep 30, 2025	REGIONS FINANCIAL CORP	0.23%	270.84K	19.19M	1.24K	+0.46%
Sep 30, 2025	ETF PORTFOLIO PARTNERS, INC.	0.22%	255.88K	18.13M	8.39K	+3.39%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.4%	476K	33.73M	15.01K	+3.26%
Sep 30, 2025	VANGUARD GROUP INC	0.38%	450.65K	31.93M	7.42K	+1.67%
Sep 30, 2025	GREYSTONE FINANCIAL GROUP, LLC	0.35%	418.62K	29.66M	-80.99K	-16.21%
Sep 30, 2025	WATERFORD ADVISORS, LLC	0.12%	148.41K	10.51M	103.55K	+230.80%
Sep 30, 2025	EVERGREEN WEALTH MANAGEMENT, LLC	0.12%	146.35K	10.37M	17.7K	+13.76%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.88%	1.05M	74.06M	302.65K	+40.75%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.85%	1.01M	71.48M	170.25K	+20.30%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.91%	2.27M	161.04M	17.49K	+0.78%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	644.29K	45.65M	-91.91K	-12.48%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.21%	251.33K	17.81M	-4.01K	-1.57%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	1.37%	1.63M	115.16M	694.18K	+74.54%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.92%	1.09M	77.45M	4.41K	+0.41%
Sep 30, 2025	ROYAL BANK OF CANADA	0.89%	1.05M	74.64M	11.24K	+1.08%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	226.88K	16.07M	8.31K	+3.80%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.13%	158.63K	11.24M	-165.66K	-51.08%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.28%	332.42K	23.56M	-375.31K	-53.03%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.28%	331.47K	25.51M	331.47K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0.26%	310.17K	21.98M	-1.97K	-0.63%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	199.32K	14.12M	-2.27K	-1.12%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	178K	12.61M	3.13K	+1.79%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	161.38K	11.43M	-30.34K	-15.82%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.13%	159.02K	11.27M	5.61K	+3.66%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.63%	1.94M	137.39M	-70.2K	-3.49%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.29%	347.47K	24.62M	-15.64K	-4.31%
Sep 30, 2025	STRONG TOWER ADVISORY SERVICES	0.21%	244.17K	17.3M	132.9K	+119.44%
Sep 30, 2025	BETTERMENT LLC	0.17%	204.03K	14.46M	8.41K	+4.30%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.98%	10.67M	756.11M	620.45K	+6.17%
Sep 30, 2025	LPL FINANCIAL LLC	2.51%	2.99M	211.72M	-687.33K	-18.70%
Sep 30, 2025	LINCOLN NATIONAL CORP	2.11%	2.51M	177.53M	102.91K	+4.28%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.94%	1.12M	79.31M	509.84K	+83.64%
Sep 30, 2025	MORGAN STANLEY	0.64%	759.85K	53.84M	-117.29K	-13.37%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.52%	622.67K	43.3M	-2.26K	-0.36%
Sep 30, 2025	METROPOLITAN LIFE INSURANCE CO/NY	0.5%	599.21K	42.45M	0	0
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.16%	184.36K	13.06M	5.71K	+3.20%
Sep 30, 2025	JANE STREET GROUP, LLC	0.15%	178.59K	12.65M	178.59K	+100.00%
Sep 30, 2025	RYAN INVESTMENT MANAGEMENT, INC.	0.13%	154.37K	10.94M	154.37K	+100.00%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.91%	2.26M	156.85M	-139.38K	-5.82%
Jun 30, 2025	LINCOLN NATIONAL CORP	2.04%	2.4M	167.09M	22.02K	+0.93%
Jun 30, 2025	EVERGREEN WEALTH MANAGEMENT, LLC	0.11%	128.66K	8.95M	22.74K	+21.47%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	201.58K	14.02M	-41.15K	-16.95%
Jun 30, 2025	TRINITY LEGACY PARTNERS, LLC	0.11%	135.08K	9.12M	2.31K	+1.74%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.13%	153.41K	10.67M	11.04K	+7.76%
Jun 30, 2025		0.13%	158.02K	10.99M	36.81K	+30.36%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.15%	178.83K	12.44M	-39.82K	-18.21%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	191.71K	13.33M	-10.03K	-4.97%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.18%	206.5K	14.36M	10.78K	+5.51%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	242.31K	16.85M	-52.42K	-17.79%
Jun 30, 2025	ETF PORTFOLIO PARTNERS, INC.	0.21%	247.49K	17.21M	-17.92K	-6.75%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	255.34K	17.76M	-1.2K	-0.47%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.31%	363.11K	25.25M	139	+0.04%
Jun 30, 2025	TRILOGY CAPITAL INC.	0.36%	424.61K	29.53M	424.61K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	0.38%	443.23K	30.82M	954	+0.22%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.53%	624.93K	43.46M	-59.71K	-8.72%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.6%	707.73K	49.23M	-303.82K	-30.04%
Jun 30, 2025	MORGAN STANLEY	0.74%	877.13K	61B	-97.14K	-9.97%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.92%	1.09M	75.71B	33.36K	+3.16%
Jun 30, 2025	LPL FINANCIAL LLC	3.12%	3.68M	255.6M	934.23K	+34.08%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.53%	10.05M	698.99M	552.53K	+5.82%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.1%	120.07K	8.35M	27.78K	+30.10%
Jun 30, 2025	EVOLUTION ADVISERS, INC.	0.1%	122.33K	8.51M	2.67K	+2.23%
Jun 30, 2025	NYL INVESTORS LLC	0.12%	139.59K	9.71M	3.19K	+2.34%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	174.87K	12.16M	5.9K	+3.49%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	218.56K	15.2M	13.92K	+6.80%
Jun 30, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.24%	279.92K	19.47M	48.89K	+21.16%
Jun 30, 2025	US BANCORP \DE\	0.27%	312.14K	21.71M	-6.85K	-2.15%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	347.17K	24.14M	-32.89K	-8.65%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.39%	460.99K	32.06M	4.25K	+0.93%
Jun 30, 2025	METROPOLITAN LIFE INSURANCE CO/NY	0.51%	599.21K	41.67M	599.21K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.52%	616.09K	42.84M	-2.14K	-0.35%
Jun 30, 2025	WINCAP FINANCIAL LLC	0.13%	158.02K	10.99M	36.81K	+30.36%
Jun 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.16%	185.1K	12.87M	15.94K	+9.42%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.52%	609.56K	42.39M	-4.75M	-88.63%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	123.44K	8.58M	-10.58K	-7.90%
Jun 30, 2025	BETTERMENT LLC	0.17%	195.62K	13.6M	6.69K	+3.54%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.23%	269.6K	18.75M	-1.28K	-0.47%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.28%	324.29K	22.55M	324.29K	+100.00%
Jun 30, 2025	CAROLINA WEALTH ADVISORS, LLC	0.3%	353.98K	24.62M	-23.75K	-6.29%
Jun 30, 2025	GREYSTONE FINANCIAL GROUP, LLC	0.42%	499.61K	34.74M	216.56K	+76.51%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	609.06K	42.39M	58.95K	+10.72%
Jun 30, 2025	INCOME RESEARCH & MANAGEMENT	0.61%	721K	50.14M	721K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.63%	736.2K	51.2M	-170.78K	-18.83%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.63%	742.71K	51.65M	742.71K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.14%	1.35M	93.6M	-1.67K	-0.12%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.71%	2.01M	139.73M	-42.87K	-2.09%
Jun 30, 2025	LEEWARD FINANCIAL PARTNERS, LLC	0.06%	72.57K	5.05M	-7.32K	-9.16%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.06%	74.13K	5.15M	-7.72K	-9.43%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.06%	74.4K	5.1M	9.95K	+15.44%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.06%	76.3K	5.31M	1.71K	+2.29%
Jun 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.07%	84.75K	5.84M	1.2K	+1.43%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.07%	87.61K	6.09M	4.4K	+5.29%
Jun 30, 2025	FLAGSTAR ADVISORS INC.	0.08%	89.66K	6.23M	8.31K	+10.21%
Jun 30, 2025	BAY HARBOR WEALTH MANAGEMENT, LLC	0.08%	90.25K	6.28M	-1.24K	-1.35%
Jun 30, 2025	PFW ADVISORS LLC	0.08%	91.51K	6.36M	-954	-1.03%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	92.68K	6.48M	8.14K	+9.62%
Jun 30, 2025	IDAHO TRUST BANK	0.08%	94.27K	6.56M	1.79K	+1.93%
Jun 30, 2025	PARKER FINANCIAL LLC	0.08%	96.57K	6.72M	4.8K	+5.23%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.09%	103.8K	7.22M	-42.29K	-28.95%
Jun 30, 2025	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.09%	109.02K	7.44M	11.24K	+11.50%
Jun 30, 2025	STRONG TOWER ADVISORY SERVICES	0.09%	111.27K	7.74M	111.27K	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.1%	113.98K	7.93M	-849	-0.74%
Jun 30, 2025	SUMMIT WEALTH GROUP, LLC	0.1%	118.16K	8.22M	104.82K	+786.07%
Jun 30, 2025	UBS GROUP AG	0.11%	129.42K	9M	-206	-0.16%
Jun 30, 2025	GREENUP STREET WEALTH MANAGEMENT LLC	0.11%	131.36K	9.13M	-5.27K	-3.86%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	132.61K	9.22M	58.38K	+78.64%
Jun 30, 2025	PLATT INVESTMENT COUNSEL, LLC	0.11%	132.61K	9.22M	42.46K	+47.10%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.71%	838.6K	58.32M	223.56K	+36.35%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.77%	911.56K	63.39M	20.75K	+2.33%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.15%	178.64K	12.42M	-52.18K	-22.61%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.79%	931.25K	64.76M	819.67K	+734.61%
Jun 30, 2025	ROYAL BANK OF CANADA	0.88%	1.04M	72.48M	21.78K	+2.13%
Mar 31, 2025	CAROLINA WEALTH ADVISORS, LLC	0.29%	377.72K	26.6M	19.51K	+5.45%
Mar 31, 2025	WATERFORD ADVISORS, LLC	0.1%	131.71K	9.28M	131.71K	+100.00%
Mar 31, 2025	TRINITY LEGACY PARTNERS, LLC	0.1%	132.78K	8.94M	22.56K	+20.47%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	134.02K	9.44M	-30.14K	-18.36%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	168.97K	11.9M	9.08K	+5.68%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.16%	204.65K	14.41M	35.34K	+20.87%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	242.73K	17.09M	-38.19K	-13.59%
Mar 31, 2025	ETF PORTFOLIO PARTNERS, INC.	0.2%	265.4K	18.69M	-165.64K	-38.43%
Mar 31, 2025	REGIONS FINANCIAL CORP	0.21%	270.88K	19.08M	-24.41K	-8.27%
Mar 31, 2025	GREYSTONE FINANCIAL GROUP, LLC	0.22%	283.05K	19.93M	-131.46K	-31.71%
Mar 31, 2025	VANGUARD GROUP INC	0.34%	442.27K	31.14M	37.94K	+9.38%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.35%	456.74K	32.16M	456.74K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	550.11K	38.77M	67.64K	+14.02%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	618.23K	43.54M	12.04K	+1.99%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.17%	218.65K	15.4M	6.84K	+3.23%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.18%	230.83K	16.25M	-14.23K	-5.81%
Mar 31, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.18%	231.02K	16.27M	-91.05K	-28.27%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.2%	256.54K	18.07M	10.5K	+4.27%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	615.05K	43.31M	110.68K	+21.94%
Mar 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.52%	684.64K	48.21M	7.16K	+1.06%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.68%	890.8K	65.43M	852.97K	+2,254.62%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.69%	906.98K	63.87M	-151.79K	-14.34%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	201.74K	14.21M	62.04K	+44.41%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.28%	362.97K	25.56M	-9.65K	-2.59%
Mar 31, 2025	MORGAN STANLEY	0.74%	974.28K	68.61M	-45.49K	-4.46%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.77%	1.01M	71.31M	180.21K	+21.68%
Mar 31, 2025	ROYAL BANK OF CANADA	0.78%	1.02M	71.86M	2.87K	+0.28%
Mar 31, 2025	UBS GROUP AG	0.1%	129.62K	9.13M	68.95K	+113.63%
Mar 31, 2025	EVOLUTION ADVISERS, INC.	0.09%	119.67K	8.35M	23.38K	+24.27%
Mar 31, 2025	NYL INVESTORS LLC	0.1%	136.4K	9.61M	0	0
Mar 31, 2025	GREENUP STREET WEALTH MANAGEMENT LLC	0.1%	136.63K	9.62M	25.13K	+22.54%
Mar 31, 2025	BETTERMENT LLC	0.14%	188.93K	13.3M	-483	-0.26%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	294.73K	20.75M	38.28K	+14.93%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.16%	204.65K	14.41M	35.34K	+20.87%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.11%	142.37K	10.03M	21.56K	+17.85%
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.11%	146.09K	10.29M	123.02K	+533.07%
Mar 31, 2025	JANE STREET GROUP, LLC	0.11%	148.24K	10.44M	-101.77K	-40.71%
Mar 31, 2025	US BANCORP \DE\	0.24%	318.99K	22.46M	3.13K	+0.99%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.81%	1.06M	74.32M	-33.93K	-3.11%
Mar 31, 2025	LINCOLN NATIONAL CORP	1.82%	2.38M	167.65M	65.8K	+2.84%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.83%	2.39M	168.65M	47.36K	+2.02%
Mar 31, 2025	LPL FINANCIAL LLC	2.09%	2.74M	193.05M	-394.39K	-12.58%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	4.09%	5.36M	360.04M	5.34M	+23,884.26%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.15%	195.72K	13.78M	-101.73K	-34.20%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.03%	1.35M	94.9M	-35.57K	-2.57%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.57%	2.05M	144.52M	-204.78K	-9.07%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.26%	9.5M	668.92M	389.98K	+4.28%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	380.06K	26.76M	-88.4K	-18.87%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.19%	250.19K	17.62M	-2.94K	-1.16%
Mar 31, 2025		0.09%	121.22K	8.54M	22.57K	+22.88%
Mar 31, 2024	FISCHER INVESTMENT STRATEGIES, LLC	0.06%	81.26K	5.88M	-119.65K	-59.56%
Mar 31, 2024	COUNTRY TRUST BANK	0.25%	294.16K	21.28M	37.64K	+14.67%
Mar 31, 2024	US BANCORP \DE\	0.28%	370.68K	26.81M	73.59K	+24.77%
Mar 31, 2024	CAROLINA WEALTH ADVISORS, LLC	0.29%	343.04K	24.81M	23.3K	+7.29%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.3%	392.32K	28.38M	57.95K	+17.33%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.31%	404.2K	29.24M	30.2K	+8.08%
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	0.32%	381.69K	27.62M	-438.58K	-53.47%
Mar 31, 2024	ETF PORTFOLIO PARTNERS, INC.	0.38%	458.76K	33.18M	106.48K	+30.23%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.42%	502.06K	36.31M	209.61K	+71.67%
Mar 31, 2024	BEACON CAPITAL MANAGEMENT, INC.	0.43%	518.18K	36.73M	-449.68K	-46.46%
Mar 31, 2024	GREYSTONE FINANCIAL GROUP, LLC	0.46%	549.85K	39.77M	281.74K	+105.09%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	622.09K	45M	-6.72K	-1.07%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.5%	659.22K	47.68M	47.39K	+7.74%
Mar 31, 2024	ROYAL BANK OF CANADA	0.73%	958.29K	69.31M	73.62K	+8.32%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	1.03M	74.57M	-54.17K	-4.99%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.8%	1.05M	76.04M	46.74K	+4.65%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.84%	1.09M	79.13M	-309.85K	-22.07%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.21%	248.32K	17.96M	-35.95K	-12.65%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	7.35%	9.61M	695.05M	-902.39K	-8.58%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.19%	226.93K	16.41M	16.75K	+7.97%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.06%	80.74K	5.84M	-8.25K	-9.27%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.06%	80.84K	5.85M	-53.53K	-39.84%
Mar 31, 2024	STERLING FINANCIAL GROUP, INC.	0.2%	240.86K	17.42M	109.01K	+82.68%
Mar 31, 2024	ASSETMARK, INC	0.06%	84.15K	6.09M	20.53K	+32.27%
Mar 31, 2024	SAFIR WEALTH ADVISORS, LLC	0.07%	86.73K	6.27M	6.92K	+8.68%
Mar 31, 2024	H&H RETIREMENT DESIGN & MANAGEMENT INC	0.07%	88.39K	6.06M	-15.59K	-14.99%
Mar 31, 2024	MADRONA FINANCIAL SERVICES, LLC	0.07%	89.98K	6.51M	25.46K	+39.46%
Mar 31, 2024	PFW ADVISORS LLC	0.07%	93.58K	6.77M	-2.36K	-2.46%
Mar 31, 2024	BAY HARBOR WEALTH MANAGEMENT, LLC	0.08%	95.33K	6.9M	9.33K	+10.85%
Mar 31, 2024	HEDEKER WEALTH, LLC	0.08%	99.33K	7.18M	9.46K	+10.52%
Mar 31, 2024	SECOND HALF FINANCIAL PARTNERS, LLC	0.08%	99.83K	7.22M	-3.8K	-3.67%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.08%	100.82K	7.29M	-7.45K	-6.88%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	102.62K	7.42M	102.62K	+100.00%
Mar 31, 2024	EVOLUTION ADVISERS, INC.	0.09%	103.69K	7.5M	8.78K	+9.25%
Mar 31, 2024	UBS GROUP AG	0.09%	116.82K	8.45M	2.25K	+1.97%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.09%	107.9K	7.24M	13.8K	+14.67%
Mar 31, 2024	NYL INVESTORS LLC	0.11%	130K	9.4M	1.1K	+0.85%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.12%	144.9K	10.48M	6.95K	+5.04%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.13%	154.69K	11.19M	-1.01K	-0.65%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.13%	171.53K	12.41M	12.88K	+8.12%
Mar 31, 2024	BETTERMENT LLC	0.13%	159.17K	11.51M	10.99K	+7.42%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.14%	165.72K	11.99M	-531.95K	-76.25%
Mar 31, 2024	CITADEL ADVISORS LLC	0.14%	184.44K	13.34M	178.81K	+3,174.80%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.15%	182.83K	13.22M	32.35K	+21.50%
Mar 31, 2024	VANGUARD GROUP INC	0.15%	200.96K	14.54M	55.89K	+38.52%
Mar 31, 2024	HILLTOP WEALTH ADVISORS, LLC	0.16%	196.22K	14.19M	1.46K	+0.75%
Mar 31, 2024	CONNING INC.	0.17%	210K	15.19M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.2%	262.57K	19M	-935.41K	-78.08%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.97%	1.27M	91.72M	145.49K	+12.96%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.99%	1.29M	93.15M	-22.74K	-1.74%
Mar 31, 2024	MORGAN STANLEY	1.07%	1.39M	100.85M	87.82K	+6.72%
Mar 31, 2024	LINCOLN NATIONAL CORP	1.74%	2.09M	151.15M	66.25K	+3.27%
Mar 31, 2024	LPL FINANCIAL LLC	1.83%	2.39M	172.94M	-295.65K	-11.00%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.89%	2.27M	164.28M	122.51K	+5.70%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.35%	4.38M	316.99M	-5.17M	-54.14%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.17%	199.01K	14.39M	38.37K	+23.89%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.17%	204.35K	14.78M	-6.59K	-3.12%
Mar 31, 2024	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.19%	226.48K	16.38M	56.72K	+33.41%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.12%	158.64K	11.83M	13.82K	+9.54%
Dec 31, 2023	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.12%	157.34K	11.73M	52.69K	+50.34%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.12%	155.7K	11.43M	21.5K	+16.02%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	150.47K	11.22M	38.73K	+34.65%
Dec 31, 2023	BETTERMENT LLC	0.12%	148.18K	11.05M	-5.33K	-3.47%
Dec 31, 2023	VANGUARD GROUP INC	0.11%	145.07K	10.82M	51.34K	+54.77%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.22%	284.27K	21.2M	55.46K	+24.24%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.11%	137.95K	10.29M	3.8K	+2.83%
Dec 31, 2023	KOSS-OLINGER CONSULTING, LLC	0.51%	659.48K	49.18M	17K	+2.65%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	628.82K	46.9M	-33.07K	-5.00%
Dec 31, 2023	GREYSTONE FINANCIAL GROUP, LLC	0.21%	268.1K	20M	268.1K	+100.00%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.1%	134.37K	10.02M	6.53K	+5.11%
Dec 31, 2023		0.1%	131.85K	9.83M	-5.24K	-3.82%
Dec 31, 2023	NYL INVESTORS LLC	0.1%	128.9K	9.61M	-184.9K	-58.92%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.48%	611.83K	45.63M	155.32K	+34.02%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	125.58K	9.37M	-27.35K	-17.89%
Dec 31, 2023	UBS GROUP AG	0.09%	114.57K	8.54M	-122.17K	-51.60%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.08%	108.27K	8.08M	23.74K	+28.09%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.18%	10.51M	783.97M	547.33K	+5.49%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	7.44%	9.56M	712.66M	-1.88M	-16.45%
Dec 31, 2023	LPL FINANCIAL LLC	2.09%	2.69M	200.37M	60.57K	+2.31%
Dec 31, 2023	LINCOLN NATIONAL CORP	1.57%	2.02M	150.91M	94.22K	+4.88%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.09%	1.4M	104.83M	-72.71K	-4.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.02%	1.31M	97.74M	21.63K	+1.68%
Dec 31, 2023	MORGAN STANLEY	1.02%	1.31M	97.44M	98.62K	+8.16%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.93%	1.2M	89.44M	-380.72K	-24.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.87%	1.12M	83.72M	-59.24K	-5.01%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.26%	334.37K	24.94M	-51.57K	-13.36%
Dec 31, 2023	ETF PORTFOLIO PARTNERS, INC.	0.27%	352.28K	26.27M	-2.54K	-0.72%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.29%	374K	27.89M	12.94K	+3.58%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	1.09M	80.93M	-78.05K	-6.71%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.78%	1M	74.92M	10.49K	+1.05%
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, INC.	0.75%	967.86K	72.18M	955.76K	+7,897.50%
Dec 31, 2023	ROYAL BANK OF CANADA	0.69%	884.67K	65.98M	2.1K	+0.24%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	0.64%	820.27K	61.59M	405.56K	+97.80%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.54%	697.67K	52.03M	697.67K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.08%	104.97K	7.56M	16.86K	+19.13%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.23%	292.46K	21.81M	27.01K	+10.18%
Dec 31, 2023	US BANCORP \DE\	0.23%	297.09K	22.16M	-12.67K	-4.09%
Dec 31, 2023	CAROLINA WEALTH ADVISORS, LLC	0.25%	319.74K	23.85M	2.22K	+0.70%
Dec 31, 2023	COUNTRY TRUST BANK	0.2%	256.53K	19.13M	6.79K	+2.72%
Dec 31, 2023	CIBC WORLD MARKETS CORP	0.18%	230K	18.43M	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.16%	210.93K	15.73M	22.23K	+11.78%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.16%	210.19K	15.68M	12.59K	+6.37%
Dec 31, 2023	CONNING INC.	0.16%	210K	15.66M	0	0
Dec 31, 2023	HILLTOP WEALTH ADVISORS, LLC	0.15%	194.76K	14.53M	189.18K	+3,392.83%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.15%	191.85K	14.3M	191.85K	+100.00%
Dec 31, 2023	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.13%	169.76K	12.66M	100.37K	+144.65%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.13%	160.63K	11.98M	20.02K	+14.24%

Frequently Asked Questions