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

Who are the major shareholders selling Vanguard Total International Bond ETF stock?

ALLIANCEBERNSTEIN L.P., in the last quarter, reduced its stake in BNDX by -54.67% restricting it's holding to 3.47 million shares of worth nearly $166.82M. KESTRA INVESTMENT MANAGEMENT, LLC also lessened -38.16% of the BNDX shares from its portfolio, reducing its holding to 1.34 million shares of worth $64.78M. WELLS FARGO & COMPANY/MN also shunned BNDX shares holding by -24.33% last quarter which brought its holding to 1.56 million shares worth $75.34M.

Investors who are buying BNDX stock?

As per its latest 13F filing, SAVANT CAPITAL, LLC increased its stake in BNDX by 113.38% in the last quarter. The institutional holder raised its holding to 38.53 million shares having worth more than $1.86B. BANK OF AMERICA CORP /DE/ also added 3.04% more shares of BNDX to its portfolio, raising its holding to 128.82 million shares of worth $6.24B. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also increased its BNDX shares holding by 4.24% which brought its holding to 3.14 million shares worth $152.11M.

BNDX's major insiders: who are they?

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

Did an insider recently sell BNDX stock?

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

Which insider recently purchased BNDX stock?

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

How much of BNDX does insiders own?

Around 0 Vanguard Total International Bond ETF shares are held by insiders, which represents about N/A of BNDX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BNDX?

ALLIANCEBERNSTEIN L.P. is the largest institutional owner in BNDX which holds 3.47 million shares worth $166.82M or 0.13% of the total BNDX shares outstanding followed by SAVANT CAPITAL, LLC with ownership of 38.53 million shares representing 1.49% of the BNDX ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 128.82 million shares or 4.99% of the ownership worth more than $6.24B.

Is Vanguard Total International 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 BNDX is concerned, it is a stock which is optionable.

Is there a short position on BNDX's shares?

Number of BNDX 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 BNDX shares are there?

As of today, null shares of BNDX are outstanding.

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

BNDX 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 BNDX is null.

Vanguard Total International Bond ETF (BNDX) 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. ALLIANCEBERNSTEIN L.P. is the top corporate investor, holding 3.47M shares valued at $166.82M. A 0.13% stake in Vanguard Total International Bond ETF is owned by the company. SAVANT CAPITAL, LLC owns 38.53M shares valued at $1.86B, which translates its holding of 1.49% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	0.13%	3.47M	166.82M	-4.19M	-54.67%
Jun 30, 2026	SAVANT CAPITAL, LLC	1.49%	38.53M	1.86B	20.47M	+113.38%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.99%	128.82M	6.24B	3.8M	+3.04%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	3.14M	152.11M	127.68K	+4.24%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.14%	3.57M	173.09M	345.64K	+10.71%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	4.16M	201.3M	114.98K	+2.84%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.17%	4.33M	209.57M	366.16K	+9.25%
Jun 30, 2026	LPL FINANCIAL LLC	0.44%	11.47M	555.43M	240.58K	+2.14%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.52%	39.34M	1.91B	3.06M	+8.43%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.38%	61.52M	2.98B	2.29M	+3.86%
Jun 30, 2026	CAPSTONE FINANCIAL ADVISORS, INC.	0.04%	1.12M	54.47M	32.27K	+2.95%
Jun 30, 2026	JANE STREET GROUP, LLC	0.05%	1.28M	62.13M	780.13K	+155.18%
Jun 30, 2026	PARTNERS IN FINANCIAL PLANNING	0.05%	1.29M	62.4M	51.85K	+4.19%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.05%	1.34M	64.78M	-825.52K	-38.16%
Jun 30, 2026	PURE FINANCIAL ADVISORS, LLC	0.05%	1.34M	64.81M	90.22K	+7.23%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.05%	1.35M	65.23M	183.64K	+15.79%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	1.42M	68.95M	49.54K	+3.61%
Jun 30, 2026	HARDY REED LLC	0.06%	1.54M	74.38M	81.92K	+5.63%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.06%	1.56M	75.34M	-500.28K	-24.33%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.06%	1.57M	76.26M	31.78K	+2.06%
Jun 30, 2026	BURTON ENRIGHT WELCH	0.05%	1.17M	56.89M	153.27K	+15.01%
Jun 30, 2026	CERITY PARTNERS LLC	0.07%	1.71M	82.83M	340.33K	+24.84%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	1.79M	86.68M	35.78K	+2.04%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.08%	1.96M	95.09M	1.09M	+124.94%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.08%	2.03M	98.52M	75.65K	+3.86%
Jun 30, 2026	SYMMETRY PARTNERS, LLC	0.06%	1.59M	77.16M	107.65K	+7.25%
Jun 30, 2026	ALLY INVEST ADVISORS INC.	0.1%	2.66M	128.93M	122.35K	+4.82%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	2.19M	106.27M	109.41K	+5.25%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.09%	2.43M	117.67M	-489.11K	-16.73%
Jun 30, 2026	ROYAL BANK OF CANADA	0.4%	10.36M	501.62M	680.39K	+7.03%
Jun 30, 2026	SEI INVESTMENTS CO	0.51%	13.12M	635.57M	873.47K	+7.13%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0.74%	19.1M	925.18M	3.32M	+21.01%
Jun 30, 2026		0.05%	1.17M	56.89M	153.27K	+15.01%
Jun 30, 2026	NUVEEN, LLC	0.04%	1.12M	54.11M	1.12M	+100.00%
Jun 30, 2026	ECLECTIC ASSOCIATES INC /ADV	0.04%	1.08M	52.32M	23.77K	+2.25%
Jun 30, 2026	COUNTRY TRUST BANK	0.04%	1.07M	51.76M	3.75K	+0.35%
Jun 30, 2026	RETIREMENT INVESTMENT ADVISORS, INC.	0.04%	1.06M	50.96M	68.13K	+6.84%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.07%	1.86M	90.04M	124.75K	+7.19%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.08%	2.05M	99.4M	380.59K	+22.77%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0.09%	2.34M	113.09M	425.26K	+22.27%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.1%	2.5M	121.26M	13.34K	+0.54%
Jun 30, 2026	VOYA INVESTMENT MANAGEMENT LLC	0.13%	3.32M	160.67M	169.98K	+5.40%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.28%	7.28M	352.7M	66.17K	+0.92%
Jun 30, 2026	P/E GLOBAL LLC	0.04%	1.04M	50.29M	66.79K	+6.87%
Jun 30, 2026	PDS PLANNING, INC	0.04%	1.03M	50.12M	20.56K	+2.03%
Jun 30, 2026	ALASKA PERMANENT CAPITAL MANAGEMENT	0.04%	1.03M	49.87M	-517.56K	-33.43%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	993.07K	48.09M	-38.78K	-3.76%
Jun 30, 2026	CLARK ASSET MANAGEMENT, LLC	0.04%	981.21K	47.52M	103.15K	+11.75%
Jun 30, 2026	BETTERMENT LLC	0.79%	20.3M	983.2M	900.94K	+4.64%
Jun 30, 2026	APELLA CAPITAL, LLC	0.04%	945.37K	45.4M	-29.59K	-3.03%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.85%	21.94M	1.06B	1.53M	+7.47%
Jun 30, 2026	HAMILTON POINT INVESTMENT ADVISORS, LLC	0.04%	919.35K	44.52M	23.71K	+2.65%
Jun 30, 2026	CITIGROUP INC	0.04%	892.7K	43.23M	105.01K	+13.33%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.03%	840.83K	40.72M	79.05K	+10.38%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.03%	833.55K	40.37M	31.25K	+3.89%
Jun 30, 2026	HORIZON INVESTMENTS, LLC	0.03%	831.46K	40.08M	119.05K	+16.71%
Jun 30, 2026	UBS GROUP AG	0.03%	802.77K	38.88M	71.75K	+9.81%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.03%	796.55K	38.58M	58.56K	+7.94%
Jun 30, 2026	JPMORGAN CHASE & CO	12.01%	310.18M	15.05B	21.65M	+7.50%
Jun 30, 2026	VANGUARD ADVISERS INC	2.28%	58.85M	2.85B	4.84M	+8.96%
Jun 30, 2026	EMPOWER ADVISORY GROUP, LLC	0.38%	9.88M	478.7M	1.12M	+12.72%
Jun 30, 2026	LINCOLN NATIONAL CORP	0.19%	4.82M	233.19M	106.73K	+2.27%
Jun 30, 2026	ASSETMARK, INC	0.29%	7.5M	363.28M	1.11M	+17.37%
Jun 30, 2026	MORGAN STANLEY	0.2%	5.07M	245.64M	-1.09M	-17.64%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	5.72M	277.06M	5.72M	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.23%	5.93M	286.95M	278.5K	+4.93%
Jun 30, 2026	CX INSTITUTIONAL	0.04%	1.16M	56.15M	-228.18K	-16.44%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.05%	1.18M	57.37M	38.63K	+3.37%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.79%	20.42M	981.04M	20.42M	+100.00%
Mar 31, 2026	CAPSTONE FINANCIAL ADVISORS, INC.	0.04%	1.09M	52.49M	-15.25K	-1.38%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.04%	1.15M	55.06M	73.98K	+6.90%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	0.34%	8.77M	421.36M	600.83K	+7.36%
Mar 31, 2026	ROYAL BANK OF CANADA	0.38%	9.68M	464.99M	905.61K	+10.32%
Mar 31, 2026	LPL FINANCIAL LLC	0.44%	11.23M	539.51M	-81.96K	-0.72%
Mar 31, 2026	SEI INVESTMENTS CO	0.48%	12.25M	588.62M	720.64K	+6.25%
Mar 31, 2026		0.61%	15.79M	758.54M	15.79M	+100.00%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.7%	18.06M	867.71M	8.45M	+87.98%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	1.03M	49.58M	169.73K	+19.69%
Mar 31, 2026	BETTERMENT LLC	0.75%	19.4M	932.2M	-157.7K	-0.81%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.41%	36.28M	1.74B	1.55M	+4.47%
Mar 31, 2026	VANGUARD ADVISERS INC	2.1%	54.01M	2.6B	54.01M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.3%	59.23M	2.85B	12.04M	+25.50%
Mar 31, 2026	JPMORGAN CHASE & CO	11.21%	288.54M	13.79B	12.75M	+4.62%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.05%	1.16M	55.9M	99.62K	+9.37%
Mar 31, 2026	PARTNERS IN FINANCIAL PLANNING	0.05%	1.24M	59.42M	73.11K	+6.28%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	0.05%	1.25M	59.96M	104.4K	+9.13%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.05%	1.37M	65.67M	277.08K	+25.43%
Mar 31, 2026	CERITY PARTNERS LLC	0.05%	1.37M	65.82M	522.98K	+61.75%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.13%	3.23M	155.12M	3.23M	+100.00%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	3.96M	190.62M	549.24K	+16.10%
Mar 31, 2026	ECLECTIC ASSOCIATES INC /ADV	0.04%	1.06M	50.77M	95.71K	+9.96%
Mar 31, 2026	COUNTRY TRUST BANK	0.04%	1.06M	51.17M	-13.39K	-1.24%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	1.37M	66.03M	92.28K	+7.20%
Mar 31, 2026	CX INSTITUTIONAL	0.05%	1.39M	66.67M	37.81K	+2.80%
Mar 31, 2026	HARDY REED LLC	0.06%	1.45M	69.86M	62.7K	+4.51%
Mar 31, 2026	SYMMETRY PARTNERS, LLC	0.06%	1.49M	71.39M	122.4K	+8.98%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.06%	1.54M	74.14M	160.45K	+11.61%
Mar 31, 2026	ALASKA PERMANENT CAPITAL MANAGEMENT	0.06%	1.55M	74.2M	202.96K	+15.09%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.07%	1.67M	80.33M	-112.76K	-6.32%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.07%	1.73M	83.34M	-20.47K	-1.17%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	1.75M	84.27M	287.02K	+19.57%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0.07%	1.91M	91.77M	742.39K	+63.59%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.08%	1.96M	94.12M	141.18K	+7.77%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.08%	2.06M	98.79M	595.38K	+40.76%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	2.08M	100.18M	908.09K	+77.17%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.08%	2.16M	103.94M	1.39M	+180.42%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.1%	2.49M	119.66M	181.52K	+7.86%
Mar 31, 2026	ALLY INVEST ADVISORS INC.	0.1%	2.54M	122.04M	188.39K	+8.01%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.12%	2.92M	138.87M	641.79K	+28.13%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	3.01M	144.78M	298.02K	+10.98%
Mar 31, 2026	VOYA INVESTMENT MANAGEMENT LLC	0.12%	3.15M	151.24M	2.88M	+1,086.94%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	4.04M	194.2M	-6.18M	-60.44%
Mar 31, 2026	LINCOLN NATIONAL CORP	0.18%	4.71M	226.24M	79.41K	+1.72%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.22%	5.65M	271.32M	305.09K	+5.71%
Mar 31, 2026	MORGAN STANLEY	0.24%	6.16M	295.92M	1.1M	+21.86%
Mar 31, 2026	ASSETMARK, INC	0.25%	6.39M	307.08M	174.72K	+2.81%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.28%	7.22M	346.76M	2.38M	+49.13%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.03%	811.81K	39.01M	140.4K	+20.91%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.04%	872.9K	41.94M	-9.09K	-1.03%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	0.04%	878.07K	42.19M	97.37K	+12.47%
Mar 31, 2026	HAMILTON POINT INVESTMENT ADVISORS, LLC	0.04%	895.64K	43.04M	24.24K	+2.78%
Mar 31, 2026	SKOPOS LABS, INC.	0.04%	919.24K	44.17M	432.03K	+88.67%
Mar 31, 2026	P/E GLOBAL LLC	0.04%	971.69K	46.69M	-303.13K	-23.78%
Mar 31, 2026	APELLA CAPITAL, LLC	0.04%	974.95K	47.12M	-108.38K	-10.00%
Mar 31, 2026	CWM, LLC	0.04%	979.39K	47.06M	149.8K	+18.06%
Mar 31, 2026	RETIREMENT INVESTMENT ADVISORS, INC.	0.04%	995.93K	48.12M	0	0
Mar 31, 2026	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.04%	1.01M	48.43M	-6.15K	-0.61%
Mar 31, 2026	PDS PLANNING, INC	0.04%	1.01M	48.74M	62.56K	+6.57%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.3%	7.66M	370.06M	2.22M	+40.70%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0.61%	15.79M	758.54M	15.79M	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.86%	125.01M	6.01B	-16.41M	-11.60%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.03%	780.7K	37.72M	106.25K	+15.75%
Dec 31, 2025	CITIGROUP INC	0.03%	817.88K	39.52M	72.61K	+9.74%
Dec 31, 2025	CWM, LLC	0.04%	829.59K	40.09M	410.22K	+97.82%
Dec 31, 2025	LPL FINANCIAL LLC	0.48%	11.31M	546.5M	407.91K	+3.74%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	1.18M	56.86M	44.56K	+3.94%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	1.28M	61.94M	38.87K	+3.13%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	1.78M	86.23M	180K	+11.22%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	1.82M	87.82M	60.37K	+3.44%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.1%	2.28M	110.22M	-349.95K	-13.30%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	3.41M	165.07M	548.16K	+19.15%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.23%	5.44M	263.01M	627.48K	+13.03%
Dec 31, 2025	BETTERMENT LLC	0.83%	19.56M	945.06M	1.2M	+6.52%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	1.22%	28.6M	28.75M	634	0.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.05%	1.09M	52.65M	-30.36K	-2.71%
Dec 31, 2025	APELLA CAPITAL, LLC	0.05%	1.08M	52.35M	-111K	-9.29%
Dec 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.05%	1.11M	53.52M	38.77K	+3.63%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.03%	771.36K	37.27M	761.9K	+8,055.58%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.43%	10.22M	493.67M	441.48K	+4.52%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.34%	8.17M	394.69M	466.96K	+6.06%
Dec 31, 2025	ASSETMARK, INC	0.26%	6.22M	300.37M	279.43K	+4.71%
Dec 31, 2025	COUNTRY TRUST BANK	0.05%	1.08M	52.11M	16.46K	+1.55%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.04%	1.06M	51.4M	85.01K	+8.69%
Dec 31, 2025	US BANCORP \DE\	0.04%	1.02M	49.44M	14.3K	+1.42%
Dec 31, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.04%	1.01M	49M	-42.63K	-4.03%
Dec 31, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.04%	995.93K	48.12M	38.91K	+4.07%
Dec 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.04%	960.91K	46.43M	19.45K	+2.07%
Dec 31, 2025	PDS PLANNING, INC	0.04%	951.87K	45.99M	23.36K	+2.52%
Dec 31, 2025		0.28%	6.75M	139.72M	6.62M	+5,019.10%
Dec 31, 2025	SEI INVESTMENTS CO	0.49%	11.53M	557.1M	613.01K	+5.62%
Dec 31, 2025	ROYAL BANK OF CANADA	0.37%	8.77M	423.84M	367.12K	+4.37%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	1.46M	70.57M	253.47K	+21.00%
Dec 31, 2025	HARDY REED LLC	0.06%	1.39M	67.22M	92.86K	+7.15%
Dec 31, 2025	SYMMETRY PARTNERS, LLC	0.06%	1.36M	65.87M	86.42K	+6.77%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	5.34M	258.1M	336.55K	+6.72%
Dec 31, 2025	MORGAN STANLEY	0.21%	5.05M	244.21M	787.99K	+18.47%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.2%	4.84M	233.83M	248.34K	+5.41%
Dec 31, 2025	LINCOLN NATIONAL CORP	0.2%	4.63M	223.67M	234.87K	+5.35%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	2.72M	131.19M	38.04K	+1.42%
Dec 31, 2025	JPMORGAN CHASE & CO	11.72%	275.79M	13.33B	23.42M	+9.28%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.47%	34.73M	1.68B	3.54M	+11.35%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.97%	141.42M	6.83B	4.47M	+3.26%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.1%	2.31M	111.57M	1.64M	+244.12%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.07%	1.75M	84.79M	-8.27K	-0.47%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	1.47M	70.88M	-298.89K	-16.93%
Dec 31, 2025	CX INSTITUTIONAL	0.06%	1.35M	65.22M	34.27K	+2.61%
Dec 31, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.06%	1.35M	65.02M	-21.4K	-1.57%
Dec 31, 2025	P/E GLOBAL LLC	0.05%	1.27M	61.6M	-309.58K	-19.54%
Dec 31, 2025	PARTNERS IN FINANCIAL PLANNING	0.05%	1.16M	56.22M	87.14K	+8.10%
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.05%	1.17M	56.41M	166.39K	+16.62%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.05%	1.14M	55.26M	57.62K	+5.31%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	867.13K	41.9M	25.79K	+3.07%
Dec 31, 2025	HAMILTON POINT INVESTMENT ADVISORS, LLC	0.04%	871.39K	42.11M	42.06K	+5.07%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.04%	881.99K	42.62M	-39.66K	-4.30%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.03%	766.89K	37.06M	8.5K	+1.12%
Dec 31, 2025	CERITY PARTNERS LLC	0.04%	846.94K	40.93M	528.43K	+165.91%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	862.12K	41.66M	243.13K	+39.28%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.05%	1.07M	51.8M	54.5K	+5.36%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.06%	1.38M	66.8M	515.16K	+59.40%
Dec 31, 2025	ALLY INVEST ADVISORS INC.	0.1%	2.35M	113.62M	153.15K	+6.97%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.1%	2.46M	119.09M	116.57K	+4.96%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.4%	9.61M	464.19M	1.93M	+25.17%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.99%	47.19M	2.28B	2.36M	+5.27%
Dec 31, 2025	VANGUARD GROUP INC	3.59%	85.04M	4.11B	10.27M	+13.73%
Sep 30, 2025	US BANCORP \DE\	0.05%	1.01M	49.9M	-5.2K	-0.51%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.44%	9.78M	483.48M	739.46K	+8.18%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	2.86M	142.21M	499.96K	+21.16%
Sep 30, 2025	PDS PLANNING, INC	0.04%	928.5K	45.92M	33.84K	+3.78%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.04%	921.65K	45.58M	864.58K	+1,514.97%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	867.29K	42.9M	70.58K	+8.86%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	841.34K	41.61M	-66.73K	-7.35%
Sep 30, 2025	HAMILTON POINT INVESTMENT ADVISORS, LLC	0.04%	829.33K	41.02M	51.99K	+6.69%
Sep 30, 2025	CITIGROUP INC	0.03%	745.27K	36.86M	-25.89K	-3.36%
Sep 30, 2025	UBS GROUP AG	0.03%	723.61K	35.79M	12.18K	+1.71%
Sep 30, 2025	EFFICIENT ADVISORS, LLC	0.03%	709.51K	35.09M	59.93K	+9.23%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.03%	684.97K	33.88M	27.75K	+4.22%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.03%	674.45K	33.36M	64.73K	+10.62%
Sep 30, 2025	AVION WEALTH	0.03%	664.6K	32.87M	29.16K	+4.59%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.03%	647.54K	32.03M	86.42K	+15.40%
Sep 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.03%	639.26K	31.62M	32.73K	+5.40%
Sep 30, 2025	CX INSTITUTIONAL	0.06%	1.32M	65.06M	151.97K	+13.06%
Sep 30, 2025	LINCOLN NATIONAL CORP	0.2%	4.39M	217.33M	294.38K	+7.18%
Sep 30, 2025	MORGAN STANLEY	0.19%	4.27M	211M	374.08K	+9.61%
Sep 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.08%	1.68M	82.96M	72.28K	+4.50%
Sep 30, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.06%	1.37M	67.48M	42.91K	+3.24%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	1.13M	56M	-98.76K	-8.02%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.05%	1.12M	55.4M	12.71K	+1.15%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.05%	1.09M	53.71M	96.28K	+9.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.2%	136.95M	6.77B	10.07M	+7.94%
Sep 30, 2025	ALLY INVEST ADVISORS INC.	0.1%	2.2M	108.73M	135.02K	+6.54%
Sep 30, 2025	P/E GLOBAL LLC	0.07%	1.58M	78.36M	66.38K	+4.37%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	2.68M	132.41M	35.62K	+1.35%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.12%	2.63M	130.18M	183.71K	+7.50%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.11%	2.35M	116.14M	341.06K	+16.99%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	1.77M	87.25M	-27.27K	-1.52%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.08%	1.76M	87.2M	-21.81K	-1.22%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	1.76M	86.91M	60.93K	+3.59%
Sep 30, 2025	ROYAL BANK OF CANADA	0.38%	8.4M	415.69M	270.14K	+3.32%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.35%	7.71M	381.18M	942.11K	+13.93%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.35%	7.7M	380.91M	357.45K	+4.87%
Sep 30, 2025	ASSETMARK, INC	0.27%	5.94M	293.63M	194.6K	+3.39%
Sep 30, 2025	JPMORGAN CHASE & CO	11.42%	252.37M	12.48B	10.13M	+4.18%
Sep 30, 2025	SEI INVESTMENTS CO	0.49%	10.92M	539.93M	721.71K	+7.08%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.22%	4.82M	238.18M	-2.44M	-33.61%
Sep 30, 2025	PARTNERS IN FINANCIAL PLANNING	0.05%	1.08M	53.24M	55.94K	+5.48%
Sep 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.05%	1.07M	52.87M	18.48K	+1.76%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.04%	978.64K	48.4M	-883.99K	-47.46%
Sep 30, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.04%	957.02K	47.33M	39.54K	+4.31%
Sep 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.04%	941.46K	46.56M	67.94K	+7.78%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.41%	31.19M	1.54B	5.04M	+19.27%
Sep 30, 2025	BETTERMENT LLC	0.83%	18.36M	908.14M	837.2K	+4.78%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	5M	247.54M	490.76K	+10.87%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.21%	4.59M	227.07M	-136.37K	-2.88%
Sep 30, 2025	SYMMETRY PARTNERS, LLC	0.06%	1.28M	63.15M	54.45K	+4.45%
Sep 30, 2025	VANGUARD GROUP INC	3.38%	74.78M	3.7B	5.61M	+8.11%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.03%	44.83M	2.22B	-17.16M	-27.68%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	1.29%	28.6M	28.72M	279	0.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.49%	10.9M	539.22M	762.01K	+7.51%
Sep 30, 2025	COUNTRY TRUST BANK	0.05%	1.06M	52.52M	13.89K	+1.32%
Sep 30, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.05%	1.06M	52.27M	-1.09M	-50.79%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.05%	1.02M	50.32M	32.05K	+3.25%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.05%	1M	49.51M	284.72K	+39.75%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	1.6M	79.36M	86.77K	+5.72%
Sep 30, 2025	HARDY REED LLC	0.06%	1.3M	64.21M	61.69K	+4.99%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	1.24M	61.48M	24.73K	+2.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	1.21M	59.7M	251.74K	+26.35%
Sep 30, 2025	APELLA CAPITAL, LLC	0.05%	1.19M	59.57M	-219.56K	-15.53%
Jun 30, 2025	PDS PLANNING, INC	0.04%	894.66K	44.29M	53K	+6.30%
Jun 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.04%	873.52K	43.25M	18.1K	+2.12%
Jun 30, 2025	HAMILTON POINT INVESTMENT ADVISORS, LLC	0.04%	777.34K	38.49M	777.34K	+100.00%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.03%	719.34K	35.61M	19.19K	+2.74%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.03%	716.31K	35.46M	-51.36K	-6.69%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	689.34K	34.13M	-5.22K	-0.75%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	1.23M	60.95M	374.6K	+43.74%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	1.5M	74.39M	699.7K	+87.15%
Jun 30, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.1%	2.15M	106.33M	1.04M	+93.25%
Jun 30, 2025	VENTURI WEALTH MANAGEMENT, LLC	0.12%	2.57M	127.33M	2.56M	+36,224.03%
Jun 30, 2025	LPL FINANCIAL LLC	0.47%	10.14M	502.04M	830.15K	+8.92%
Jun 30, 2025	SEI INVESTMENTS CO	0.47%	10.19M	504.74M	355.93K	+3.62%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.04%	955.34K	47.3M	-120.94K	-11.24%
Jun 30, 2025	PARTNERS IN FINANCIAL PLANNING	0.05%	1.02M	50.52M	48.33K	+4.97%
Jun 30, 2025	SYMMETRY PARTNERS, LLC	0.06%	1.22M	60.52M	137.91K	+12.72%
Jun 30, 2025	HARDY REED LLC	0.06%	1.24M	61.22M	25.76K	+2.13%
Jun 30, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.06%	1.32M	65.39M	39.41K	+3.07%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	1.32%	28.6M	28.7M	354	0.00%
Jun 30, 2025		0.05%	1.02M	50.52M	48.33K	+4.97%
Jun 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.07%	1.61M	79.46M	43.81K	+2.81%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	1.7M	83.98M	22.53K	+1.35%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.08%	1.78M	88.37M	463.91K	+35.12%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.09%	1.86M	92.22M	1.02M	+120.06%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.09%	2.01M	99.37M	2.01M	+100.00%
Jun 30, 2025	ALLY INVEST ADVISORS INC.	0.1%	2.06M	102.15M	49.3K	+2.45%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	2.36M	117.37M	706.66K	+42.68%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.11%	2.45M	121.2M	1.42M	+138.34%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	2.64M	130.78M	3.73K	+0.14%
Jun 30, 2025	LINCOLN NATIONAL CORP	0.19%	4.1M	202.98M	-29.07K	-0.70%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.42%	9.04M	447.36M	-844.65K	-8.55%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.21%	26.15M	1.29B	1.68M	+6.86%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.86%	61.99M	3.07B	1.81M	+3.00%
Jun 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.03%	606.53K	30.03M	-260	-0.04%
Jun 30, 2025	AVION WEALTH	0.03%	635.45K	31.46M	43.55K	+7.36%
Jun 30, 2025	EFFICIENT ADVISORS, LLC	0.03%	649.57K	32.16M	-1.09K	-0.17%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.03%	657.22K	32.54M	10K	+1.54%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.33%	7.25M	359.14B	1.95M	+36.85%
Jun 30, 2025	COUNTRY TRUST BANK	0.05%	1.05M	51.89M	1.05K	+0.10%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.05%	985.44K	48.79M	341.65K	+53.07%
Jun 30, 2025	TRUE LINK FINANCIAL ADVISORS, LLC	0.03%	588.57K	29.14M	14.8K	+2.58%
Jun 30, 2025	BETTERMENT LLC	0.81%	17.52M	867.61M	-837.26K	-4.56%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	1.52M	75.15M	6.28K	+0.42%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.05%	989.64K	49M	19.75K	+2.04%
Jun 30, 2025	US BANCORP \DE\	0.05%	1.01M	50.21M	-9.19K	-0.90%
Jun 30, 2025	APELLA CAPITAL, LLC	0.07%	1.41M	69.72M	-305.26K	-17.76%
Jun 30, 2025	P/E GLOBAL LLC	0.07%	1.52M	75.16M	87.16K	+6.09%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	1.79M	88.56M	604.22K	+50.85%
Jun 30, 2025	MORGAN STANLEY	0.18%	3.89M	192.69B	146.58K	+3.91%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	4.51M	223.5M	283.01K	+6.69%
Jun 30, 2025	VANGUARD GROUP INC	3.19%	69.17M	3.42B	5.8M	+9.16%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.85%	126.88M	6.28B	1.13M	+0.90%
Jun 30, 2025	JPMORGAN CHASE & CO	11.17%	242.24M	11.99B	11.73M	+5.09%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	908.07K	44.96M	-81.48K	-8.23%
Jun 30, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.04%	917.48K	45.42M	50.93K	+5.88%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	1.22M	60.32M	-47.55K	-3.76%
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.06%	1.2M	59.35M	844.79K	+235.24%
Jun 30, 2025	CX INSTITUTIONAL	0.05%	1.16M	57.61M	547.87K	+88.99%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.05%	1.11M	54.82M	1.02M	+1,173.11%
Jun 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.05%	1.05M	52.01M	-1.69K	-0.16%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.22%	4.73M	234.05M	203.42K	+4.50%
Jun 30, 2025	ASSETMARK, INC	0.26%	5.74M	284.29M	162.69K	+2.92%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.31%	6.76M	334.93M	688.64K	+11.33%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.34%	7.34M	363.6M	295.94K	+4.20%
Jun 30, 2025	ROYAL BANK OF CANADA	0.38%	8.13M	402.73M	242.99K	+3.08%
Mar 31, 2025	PDS PLANNING, INC	0.04%	841.66K	41.09M	-31.58K	-3.62%
Mar 31, 2025	ALLY INVEST ADVISORS INC.	0.1%	2.01M	98.32M	66.17K	+3.40%
Mar 31, 2025	LPL FINANCIAL LLC	0.44%	9.31M	454.51M	-80.55K	-0.86%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.87%	60.19M	2.94B	12.7K	+0.02%
Mar 31, 2025	VANGUARD GROUP INC	3.02%	63.37M	3.09B	3.5M	+5.85%
Mar 31, 2025	JPMORGAN CHASE & CO	11%	230.52M	11.25B	-1.86M	-0.80%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.29%	6.08M	296.64M	496.19K	+8.89%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.34%	7.05M	344.08M	456.47K	+6.92%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.04%	767.66K	37.48M	220.67K	+40.34%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.04%	846.41K	41.32M	-71.23K	-7.76%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	856.42K	41.81M	159.28K	+22.85%
Mar 31, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.04%	866.56K	42.31M	66.01K	+8.24%
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.05%	969.89K	47.35M	6.15K	+0.64%
Mar 31, 2025	HARDY REED LLC	0.06%	1.21M	59.11M	63.38K	+5.52%
Mar 31, 2025	US BANCORP \DE\	0.05%	1.02M	49.96M	6.75K	+0.66%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.05%	1.03M	50.27M	-152.22K	-12.91%
Mar 31, 2025	SYMMETRY PARTNERS, LLC	0.05%	1.08M	52.94M	42.66K	+4.09%
Mar 31, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.05%	1.11M	54.25M	48.88K	+4.60%
Mar 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.05%	1.05M	51.36M	18.42K	+1.78%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	1.06M	51.51M	-23.96K	-2.22%
Mar 31, 2025	LINCOLN NATIONAL CORP	0.2%	4.13M	201.57M	5.45K	+0.13%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	4.23M	206.57M	399.61K	+10.43%
Mar 31, 2025	P/E GLOBAL LLC	0.07%	1.43M	69.85M	76.39K	+5.64%
Mar 31, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.07%	1.56M	76.22M	52.88K	+3.51%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.17%	24.47M	1.19B	3M	+13.96%
Mar 31, 2025	BETTERMENT LLC	0.88%	18.36M	896.4M	-2.58M	-12.32%
Mar 31, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.06%	1.28M	62.59M	-120.51K	-8.58%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.06%	1.32M	64.49M	-125.04K	-8.65%
Mar 31, 2025	ASSETMARK, INC	0.27%	5.58M	272.39M	135.85K	+2.50%
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	7.89M	385.26M	-884.41K	-10.08%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.05%	1.08M	52.54M	-553.8K	-33.97%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	1.19M	58.04M	-613.11K	-34.03%
Mar 31, 2025		0.05%	972.08K	47.46M	31.95K	+3.40%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	1.27M	61.8M	26.42K	+2.13%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	1.66M	81.32M	613.59K	+58.88%
Mar 31, 2025	APELLA CAPITAL, LLC	0.08%	1.72M	83.84M	-467.83K	-21.39%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	2.64M	128.77M	-855.65K	-24.49%
Mar 31, 2025	SEI INVESTMENTS CO	0.47%	9.84M	480.33M	206.2K	+2.14%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.47%	9.88M	482.36M	-626.25K	-5.96%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6%	125.75M	6.14B	7.05M	+5.94%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.04%	802.84K	39.19M	655.26K	+444.01%
Mar 31, 2025	COUNTRY TRUST BANK	0.05%	1.05M	51.11M	52.92K	+5.32%
Mar 31, 2025	ECLECTIC ASSOCIATES INC /ADV	0.04%	855.43K	41.76M	32.91K	+4.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	989.55K	48.31M	226.49K	+29.68%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	1.51M	73.79M	89.9K	+6.32%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	1.67M	81.71M	-3.56K	-0.21%
Mar 31, 2025	MORGAN STANLEY	0.18%	3.75M	182.85M	848.36K	+29.28%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.22%	4.52M	220.86M	-165.46K	-3.53%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.25%	5.3M	258.78M	2.83M	+114.46%
Mar 31, 2024	UBS GROUP AG	0.04%	674.8K	33.19M	16.13K	+2.45%
Mar 31, 2024	COUNTRY TRUST BANK	0.05%	975.43K	47.98M	96.34K	+10.96%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.05%	977.03K	48.06M	59.8K	+6.52%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.25%	4.59M	225.56M	522.72K	+12.87%
Mar 31, 2024	ASSETMARK, INC	0.28%	5.21M	256.21M	286.42K	+5.82%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.31%	5.68M	279.42M	225.25K	+4.13%
Mar 31, 2024	ROYAL BANK OF CANADA	0.33%	6.23M	306.37M	271.62K	+4.56%
Mar 31, 2024	LPL FINANCIAL LLC	0.39%	7.32M	360.21M	270.85K	+3.84%
Mar 31, 2024	SEI INVESTMENTS CO	0.47%	8.84M	434.77M	7.27M	+461.71%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.5%	9.28M	456.41M	582.37K	+6.70%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.9%	16.63M	817.82M	2.45M	+17.26%
Mar 31, 2024	BETTERMENT LLC	1.26%	23.26M	1.14B	-15.25M	-39.60%
Mar 31, 2024	VANGUARD GROUP INC	2.17%	40.32M	1.98B	6.27M	+18.41%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.83%	52.69M	2.59B	3.7M	+7.56%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.61%	104.44M	5.14B	8.95M	+9.37%
Mar 31, 2024	JPMORGAN CHASE & CO	9.83%	183.16M	9.01B	-50.66M	-21.66%
Mar 31, 2024	APELLA CAPITAL, LLC	0.11%	2.06M	100.94M	150.83K	+7.90%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.13%	2.4M	118.19M	-2.35M	-49.49%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	2.7M	132.97M	159.13K	+6.25%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	0.03%	572.73K	28.17M	8.77K	+1.56%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.03%	585.93K	28.82M	56.77K	+10.73%
Mar 31, 2024	EFFICIENT ADVISORS, LLC	0.03%	592.25K	29.13M	15.27K	+2.65%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.03%	596.12K	29.32M	13.6K	+2.34%
Mar 31, 2024	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.03%	617.1K	30.36M	8.89K	+1.46%
Mar 31, 2024	PDS PLANNING, INC	0.04%	686.81K	33.78M	25.32K	+3.83%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.04%	714.24K	35.13M	16.74K	+2.40%
Mar 31, 2024	ECLECTIC ASSOCIATES INC /ADV	0.04%	736.95K	36.25M	22.78K	+3.19%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.04%	748.37K	36.86M	372.45K	+99.08%
Mar 31, 2024	PRAIRIEVIEW PARTNERS, LLC	0.04%	765.67K	37.66M	47.49K	+6.61%
Mar 31, 2024	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	0.04%	770.89K	37.92M	71.92K	+10.29%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.04%	805.43K	39.62M	28.77K	+3.70%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	849.33K	41.78M	849.33K	+100.00%
Mar 31, 2024	SYMMETRY PARTNERS, LLC	0.05%	859.2K	42.26M	-921.27K	-51.74%
Mar 31, 2024	HARDY REED LLC	0.05%	904.11K	44.47M	33.31K	+3.83%
Mar 31, 2024	PORTFOLIO STRATEGIES, INC.	0.05%	904.11K	44.47M	904.11K	+100.00%
Mar 31, 2024	CAPSTONE FINANCIAL ADVISORS, INC.	0.05%	930.05K	45.75M	23.74K	+2.62%
Mar 31, 2024	US BANCORP \DE\	0.05%	1.02M	50.01M	14.29K	+1.43%
Mar 31, 2024	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.06%	1.03M	50.67M	41.31K	+4.18%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.06%	1.05M	51.55M	21.24K	+2.07%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	1.13M	55.83M	173.84K	+18.09%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.07%	1.23M	60.41M	-58.4K	-4.54%
Mar 31, 2024	P/E GLOBAL LLC	0.07%	1.28M	63.08M	1.28M	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.07%	1.37M	67.19M	88.09K	+6.89%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.08%	1.44M	70.64M	-55.35K	-3.71%
Mar 31, 2024	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.08%	1.44M	70.87M	128.15K	+9.76%
Mar 31, 2024	ALASKA PERMANENT CAPITAL MANAGEMENT	0.08%	1.49M	73.13M	317.71K	+27.12%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.08%	1.56M	76.55M	-3.7M	-70.41%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	1.6M	78.46M	78.3K	+5.16%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.09%	1.58M	77.8M	3.64K	+0.23%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.09%	1.71M	84.02M	608.64K	+55.29%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.09%	1.72M	84.56M	179.63K	+11.67%
Mar 31, 2024	ALLY INVEST ADVISORS INC.	0.09%	1.71M	84.13M	59.95K	+3.63%
Mar 31, 2024	MORGAN STANLEY	0.17%	3.11M	152.99M	78.44K	+2.59%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.17%	3.12M	153.38M	282.61K	+9.97%
Mar 31, 2024	JANE STREET GROUP, LLC	0.19%	3.57M	175.72M	3.47M	+3,468.60%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.21%	3.9M	191.85M	288.04K	+7.97%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.21%	3.94M	193.99M	2.04M	+107.50%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.06%	1.1M	54.34M	60.68K	+5.83%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.06%	1.06M	52.11M	1.06M	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.05%	1.03M	50.68M	92.23K	+9.87%
Dec 31, 2023	US BANCORP \DE\	0.05%	1M	49.48M	-39.18K	-3.76%
Dec 31, 2023	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.05%	988.8K	48.81M	-30.39K	-2.98%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	961.06K	47.44M	163.83K	+20.55%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.05%	917.23K	45.28M	-47.68K	-4.94%
Dec 31, 2023	CAPSTONE FINANCIAL ADVISORS, INC.	0.05%	906.31K	44.74M	89.66K	+10.98%
Dec 31, 2023	COUNTRY TRUST BANK	0.05%	879.09K	43.4M	23.53K	+2.75%
Dec 31, 2023	HARDY REED LLC	0.05%	870.8K	42.99M	-92.51K	-9.60%
Dec 31, 2023	BRIDGEWORTH, LLC	0.05%	848.98K	41.91M	7.39K	+0.88%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.04%	776.66K	38.34M	-23.11K	-2.89%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	2.54M	125.59M	-182.44K	-6.69%
Dec 31, 2023	VANGUARD GROUP INC	1.81%	34.05M	1.68B	7.35M	+27.52%
Dec 31, 2023	PRAIRIEVIEW PARTNERS, LLC	0.04%	718.18K	35.45M	-9.87K	-1.36%
Dec 31, 2023	ECLECTIC ASSOCIATES INC /ADV	0.04%	714.17K	35.25M	-11.67K	-1.61%
Dec 31, 2023	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	0.04%	698.97K	34.5M	698.97K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.16%	3.03M	149.66M	575.26K	+23.42%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.04%	697.5K	34.43M	-344.06K	-33.03%
Dec 31, 2023	PDS PLANNING, INC	0.04%	661.49K	32.65M	-607	-0.09%
Dec 31, 2023	UBS GROUP AG	0.04%	658.67K	32.52M	-35.72K	-5.14%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.03%	649.83K	32.08M	34.61K	+5.62%
Dec 31, 2023	JPMORGAN CHASE & CO	12.45%	233.82M	11.54B	15.09M	+6.90%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.08%	95.48M	4.71B	-3.16M	-3.21%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.61%	48.98M	2.42B	1.64M	+3.47%
Dec 31, 2023	BETTERMENT LLC	2.05%	38.51M	1.9B	1.24M	+3.32%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.75%	14.18M	699.95M	1.51M	+11.88%
Dec 31, 2023		0.46%	8.7M	429.28M	308.25K	+3.68%
Dec 31, 2023	LPL FINANCIAL LLC	0.38%	7.05M	348.12M	160.87K	+2.33%
Dec 31, 2023	ROYAL BANK OF CANADA	0.32%	5.96M	294.05M	76.75K	+1.31%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	0.29%	5.46M	269.29M	141.49K	+2.66%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.28%	5.26M	259.7M	-2.05M	-28.00%
Dec 31, 2023	ASSETMARK, INC	0.26%	4.92M	242.98M	-100.21K	-2.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.25%	4.76M	234.83M	186.21K	+4.07%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.22%	4.06M	200.56M	209.7K	+5.44%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.19%	3.61M	178.31M	51.74K	+1.45%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.15%	2.84M	139.98M	392.14K	+16.05%
Dec 31, 2023	APELLA CAPITAL, LLC	0.1%	1.91M	93.6M	112.41K	+6.26%
Dec 31, 2023	SYMMETRY PARTNERS, LLC	0.09%	1.78M	87.89M	106.25K	+6.35%
Dec 31, 2023	ALLY INVEST ADVISORS INC.	0.09%	1.65M	81.47M	-4.76K	-0.29%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	1.58M	77.9M	-36.17K	-2.24%
Dec 31, 2023	SEI INVESTMENTS CO	0.08%	1.57M	77.68M	103.63K	+7.05%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.08%	1.54M	75.99M	235.6K	+18.07%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.08%	1.52M	74.87M	161.58K	+11.92%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.1%	1.9M	93.82M	-95.27K	-4.77%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.08%	1.49M	73.62M	428.32K	+40.29%
Dec 31, 2023	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.07%	1.31M	64.79M	-67.74K	-4.91%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.07%	1.29M	63.51M	145.32K	+12.73%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.07%	1.28M	63.08M	221.07K	+20.92%
Dec 31, 2023	ALASKA PERMANENT CAPITAL MANAGEMENT	0.06%	1.17M	57.7M	4.95K	+0.42%

Frequently Asked Questions