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

Who are the major shareholders selling Capital Group Dividend Growers ETF stock?

SWISHER FINANCIAL CONCEPTS, INC., in the last quarter, reduced its stake in CGDG by -0.74% restricting it's holding to 220.76 thousand shares of worth nearly $8.28M. PRIVATE ADVISOR GROUP, LLC also lessened -19.17% of the CGDG shares from its portfolio, reducing its holding to 668.07 thousand shares of worth $25.06M. BRINKER CAPITAL INVESTMENTS, LLC also shunned CGDG shares holding by -2.45% last quarter which brought its holding to 269.28 thousand shares worth $10.10M.

Investors who are buying CGDG stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in CGDG by 8.69% in the last quarter. The institutional holder raised its holding to 4.21 million shares having worth more than $157.79M. NEWEDGE ADVISORS, LLC also added 21.18% more shares of CGDG to its portfolio, raising its holding to 400.57 thousand shares of worth $15.03M. also increased its CGDG shares holding by 6.62% which brought its holding to 316.84 thousand shares worth $12.00M.

CGDG's major insiders: who are they?

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

Did an insider recently sell CGDG stock?

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

Which insider recently purchased CGDG stock?

There have been 0 transaction(s) during the past 6-months in which Capital Group Dividend Growers ETF insiders have bought stock, totalling 0 shares

How much of CGDG does insiders own?

Around 0 Capital Group Dividend Growers ETF shares are held by insiders, which represents about N/A of CGDG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CGDG?

CETERA INVESTMENT ADVISERS is the largest institutional owner in CGDG which holds 4.21 million shares worth $157.79M or 3.11% of the total CGDG shares outstanding followed by SWISHER FINANCIAL CONCEPTS, INC. with ownership of 220.76 thousand shares representing 0.16% of the CGDG ownership. SMARTLEAF ASSET MANAGEMENT LLC is the third largest stakeholder with 397.85 thousand shares or 0.29% of the ownership worth more than $15.07M.

Is Capital Group Dividend Growers 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 CGDG is concerned, it is a stock which is not optionable.

Is there a short position on CGDG's shares?

Number of CGDG 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 CGDG shares are there?

As of today, null shares of CGDG are outstanding.

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

CGDG 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 CGDG is null.

Capital Group Dividend Growers ETF (CGDG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. CETERA INVESTMENT ADVISERS is the top corporate investor, holding 4.21M shares valued at $157.79M. A 3.11% stake in Capital Group Dividend Growers ETF is owned by the company. SWISHER FINANCIAL CONCEPTS, INC. owns 220.76K shares valued at $8.28M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.11%	4.21M	157.79M	336.24K	+8.69%
Jun 30, 2026	SWISHER FINANCIAL CONCEPTS, INC.	0.16%	220.76K	8.28M	-1.64K	-0.74%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.29%	397.85K	15.07M	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.3%	400.57K	15.03M	70.01K	+21.18%
Jun 30, 2026		0.24%	316.84K	12M	19.67K	+6.62%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.3%	402.98K	15.12M	57.06K	+16.50%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.7%	949.59K	35.62M	159.51K	+20.19%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.88%	1.19M	44.76M	269.02K	+29.11%
Jun 30, 2026	UBS GROUP AG	0.92%	1.25M	46.79M	117.47K	+10.40%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.07%	1.45M	54.44M	248.7K	+20.68%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	4.32%	5.84M	219.2M	1.43M	+32.39%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.17%	227.69K	8.54M	40.33K	+21.53%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	229.57K	8.61M	4.52K	+2.01%
Jun 30, 2026	BOYER FINANCIAL SERVICES, INC.	0.23%	316.84K	12M	19.67K	+6.62%
Jun 30, 2026	RM FINANCIAL SERVICES, LLC	0.24%	319.97K	12M	12.33K	+4.01%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.49%	668.07K	25.06M	-158.42K	-19.17%
Jun 30, 2026	ASSETMARK, INC	0.5%	677.05K	25.4M	51.27K	+8.19%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.58%	785.3K	29.53M	142.81K	+22.23%
Jun 30, 2026	SEI INVESTMENTS CO	1.12%	1.52M	57M	331.32K	+27.88%
Jun 30, 2026	VALMARK ADVISERS, INC.	1.59%	2.15M	80.63M	70.09K	+3.37%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	218.71K	8.2M	31.67K	+16.93%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.2%	269.28K	10.1M	-6.77K	-2.45%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.32%	427.68K	16.04M	110.32K	+34.76%
Jun 30, 2026	J. DEREK LEWIS & ASSOCIATES INC.	0.56%	760.19K	28.51M	84.03K	+12.43%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.41%	1.9M	71.44M	353.44K	+22.79%
Jun 30, 2026	ENTRUITY WEALTH, LLC	0.16%	211.73K	7.94M	-5.11K	-2.36%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.16%	218.22K	8.19M	210.2K	+2,619.98%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.18%	248.43K	9.32M	16.35K	+7.05%
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0.19%	262.72K	9.85M	18.14K	+7.42%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.2%	273.86K	10.27M	273.86K	+100.00%
Jun 30, 2026	SWEENEY & MICHEL, LLC	0.21%	282.22K	11.01M	-3.91K	-1.36%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	364.74K	13.79M	16.08K	+4.61%
Jun 30, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.32%	437.43K	16.43M	13.36K	+3.15%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.42%	571.6K	21.44M	22.97K	+4.19%
Jun 30, 2026	COMPTON FINANCIAL GROUP, LLC	0.47%	642.18K	24.09M	342.86K	+114.54%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	807.27K	30.28M	7.98K	+1.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.67%	908.14K	34.06M	154.3K	+20.47%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.9%	2.57M	96.36M	237.04K	+10.16%
Jun 30, 2026	ROYAL BANK OF CANADA	2.06%	2.78M	104.3M	182.96K	+7.04%
Jun 30, 2026	CONFLUENCE WEALTH SERVICES, INC.	2.4%	3.25M	122.01M	1.2M	+58.13%
Jun 30, 2026	MORGAN STANLEY	2.92%	3.95M	147.99M	-101.98K	-2.52%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.8%	5.14M	192.75M	39.15K	+0.77%
Jun 30, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	4.58%	6.19M	232.33M	256.37K	+4.32%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.11%	144.35K	5.41M	-3.95K	-2.66%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.11%	146.7K	5.5M	11.7K	+8.67%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.11%	151.25K	5.67M	28.95K	+23.67%
Jun 30, 2026	NAVPOINT FINANCIAL, INC.	0.14%	182.53K	6.85M	21.16K	+13.12%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.14%	182.57K	6.85M	-87.51K	-32.40%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.14%	186.76K	7.01M	40.15K	+27.39%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.14%	187.59K	7.04M	11.51K	+6.54%
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.14%	190.2K	7.13M	11.3K	+6.32%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.14%	193.72K	7.27M	-8.27K	-4.09%
Jun 30, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	0.15%	202.65K	7.6M	-7.98K	-3.79%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.26%	357.25K	13.4M	-6.94K	-1.91%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.27%	366.29K	13.74M	74.78K	+25.65%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.5%	682.46K	25.6M	21.53K	+3.26%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.22%	1.65M	62M	65.55K	+4.13%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.48%	2.01M	75.34M	462.87K	+29.95%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	9.1%	12.31M	461.65M	1.55M	+14.37%
Jun 30, 2026	LPL FINANCIAL LLC	9.52%	12.88M	483.05M	1.49M	+13.07%
Jun 30, 2026	CAPITAL INTERNATIONAL INVESTORS	13.39%	18.12M	679.68M	844.1K	+4.89%
Mar 31, 2026	SWEENEY & MICHEL, LLC	0.21%	286.13K	10.66M	3.77K	+1.33%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.57%	790.07K	28.36M	202.14K	+34.38%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	548.63K	19.7M	82.9K	+17.80%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.2%	276.05K	9.91M	16.63K	+6.41%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.16%	225.04K	8.08M	-211.13K	-48.40%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.15%	1.59M	56.98M	256.72K	+19.29%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.12%	1.55M	55.49M	29.32K	+1.93%
Mar 31, 2026	JANE STREET GROUP, LLC	0.9%	1.24M	44.47M	278.84K	+29.05%
Mar 31, 2026	SEI INVESTMENTS CO	0.86%	1.19M	42.66M	317.79K	+36.51%
Mar 31, 2026	UBS GROUP AG	0.82%	1.13M	40.57M	199.21K	+21.40%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.67%	924.32K	33.18M	180.71K	+24.30%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	338.37K	12.15M	285.54K	+540.49%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.2%	270.07K	9.7M	215.74K	+397.06%
Mar 31, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	0.17%	210.63K	7.56M	-5.16M	-96.08%
Mar 31, 2026	CAPITAL INTERNATIONAL INVESTORS	12.54%	17.28M	620.2M	19.95K	+0.12%
Mar 31, 2026	LPL FINANCIAL LLC	8.27%	11.39M	408.88M	1.74M	+18.01%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.17%	206.46K	7.41M	61.11K	+42.04%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.17%	201.99K	7.25M	3.28K	+1.65%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.16%	189.8K	6.81M	16.78K	+9.70%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.15%	187.36K	6.73M	43.79K	+30.50%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.15%	187.04K	6.71M	-481	-0.26%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.15%	178.9K	6.42M	13.14K	+7.93%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.14%	176.08K	6.32M	11.95K	+7.28%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	171.02K	6.14M	56.77K	+49.68%
Mar 31, 2026	NAVPOINT FINANCIAL, INC.	0.13%	161.37K	5.79M	27.76K	+20.78%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.12%	148.3K	5.5M	4.72K	+3.29%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.12%	146.6K	5.26M	-24.07K	-14.10%
Mar 31, 2026	BLUECHIP WEALTH ADVISORS LLC	0.12%	143.03K	5.13M	-16.04K	-10.09%
Mar 31, 2026	WEALTHCARE INVESTMENT PARTNERS, LLC	0.11%	139.16K	4.98M	-965	-0.69%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.47%	642.49K	23.08M	116.66K	+22.19%
Mar 31, 2026	ASSETMARK, INC	0.45%	625.78K	22.47M	61.06K	+10.81%
Mar 31, 2026	CITADEL ADVISORS LLC	0.33%	451.32K	16.2M	451.32K	+100.00%
Mar 31, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.31%	424.07K	15.23M	9.54K	+2.30%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.29%	397.85K	14.04M	12.36K	+3.21%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.26%	364.2K	13.07M	99.45K	+37.57%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	348.66K	12.58M	176.14K	+102.10%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.25%	345.92K	12.42M	58.48K	+20.35%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.23%	317.36K	11.39M	165.79K	+109.38%
Mar 31, 2026		0.22%	297.17K	10.67M	12.67K	+4.45%
Mar 31, 2026	COMPTON FINANCIAL GROUP, LLC	0.22%	299.32K	10.75M	284.86K	+1,969.01%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.21%	291.51K	10.47M	69.39K	+31.24%
Mar 31, 2026	CULLEN/FROST BANKERS, INC.	0.18%	244.58K	8.78M	26.82K	+12.32%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.17%	232.08K	8.33M	10.15K	+4.57%
Mar 31, 2026	SWISHER FINANCIAL CONCEPTS, INC.	0.16%	222.4K	7.98M	13.62K	+6.53%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.69%	2.33M	83.72M	215.57K	+10.19%
Mar 31, 2026	VALMARK ADVISERS, INC.	1.51%	2.08M	74.65M	1.35M	+186.08%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.13%	1.55M	54.52M	484.9K	+45.48%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.6%	826.49K	29.67M	39.22K	+4.98%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.58%	799.29K	28.69M	-33.41K	-4.01%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.55%	753.83K	27.06M	225.46K	+42.67%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.48%	660.93K	23.73M	64.84K	+10.88%
Mar 31, 2026	ENTRUITY WEALTH, LLC	0.16%	216.84K	7.78M	17.35K	+8.70%
Mar 31, 2026	CONFLUENCE WEALTH SERVICES, INC.	1.49%	2.06M	73.84M	92.81K	+4.73%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.87%	1.2M	43.17M	194.07K	+19.25%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.81%	10.76M	386.31M	1.48M	+15.91%
Mar 31, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	4.31%	5.94M	213.16M	756.74K	+14.61%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.7%	5.1M	183.07M	940.14K	+22.60%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.2%	4.41M	158.47M	1.66M	+60.19%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.81%	3.87M	138.95M	648.83K	+20.14%
Mar 31, 2026	MORGAN STANLEY	2.94%	4.05M	145.3M	1.22M	+42.92%
Mar 31, 2026	ROYAL BANK OF CANADA	1.89%	2.6M	93.26M	266.98K	+11.45%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.24%	330.56K	11.87M	85.51K	+34.90%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	170.68K	6.08M	5.71K	+3.46%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	151.57K	5.4M	21.33K	+16.37%
Dec 31, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.13%	140.13K	5.04M	326	+0.23%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.13%	136.69K	4.87M	9.04K	+7.08%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	145.35K	5.18M	40.08K	+38.07%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.56%	4.16M	148.24M	612.09K	+17.26%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.75%	3.22M	114.82M	502.36K	+18.47%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	1.8%	1.96M	70M	233.74K	+13.51%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.3%	1.52M	54.04M	216.6K	+16.67%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.22%	1.33M	47.42M	421.42K	+46.36%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.86%	1.01M	35.94M	1.16K	+0.12%
Dec 31, 2025	JANE STREET GROUP, LLC	0.88%	960K	34.21M	910.45K	+1,837.32%
Dec 31, 2025	SWEENEY & MICHEL, LLC	0.24%	282.36K	10.68M	1.05K	+0.37%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.24%	277.16K	9.88M	106	+0.04%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.22%	259.42K	9.25M	19.34K	+8.05%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.19%	222.12K	7.92M	35.5K	+19.02%
Dec 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.15%	159.07K	5.67M	15.39K	+10.71%
Dec 31, 2025	UBS GROUP AG	0.79%	930.81K	33.17M	148.6K	+19.00%
Dec 31, 2025	SEI INVESTMENTS CO	0.74%	870.4K	31.02M	311.28K	+55.67%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.71%	832.69K	29.68M	76.63K	+10.14%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.45%	525.82K	18.73M	221.87K	+73.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.26%	287.43K	10.24M	28.85K	+11.16%
Dec 31, 2025		0.24%	284.5K	10.23M	284.5K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.21%	245.05K	8.73M	192.79K	+368.87%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.19%	221.94K	7.91M	15.06K	+7.28%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.19%	217.76K	7.76M	39.9K	+22.43%
Dec 31, 2025	ENTRUITY WEALTH, LLC	0.18%	199.49K	7.11M	14.73K	+7.98%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.18%	198.71K	7.08M	-280	-0.14%
Dec 31, 2025	SWISHER FINANCIAL CONCEPTS, INC.	0.18%	208.78K	7.44M	13.04K	+6.66%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.17%	187.52K	6.68M	20.35K	+12.17%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.16%	173.02K	6.17M	8.06K	+4.89%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.33%	385.49K	13.82M	6.44K	+1.70%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	172.52K	6.27M	31.53K	+22.36%
Dec 31, 2025	LPL FINANCIAL LLC	8.2%	9.65M	343.97M	1.93M	+24.99%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	14.66%	17.26M	615M	140.77K	+0.82%
Dec 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.35%	414.52K	14.77M	7.62K	+1.87%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	465.72K	16.6M	20.66K	+4.64%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.4%	436.17K	15.55M	212.61K	+95.10%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.15%	164.13K	5.85M	47.67K	+40.94%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	528.37K	18.83M	135.42K	+34.46%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.5%	587.93K	20.95M	62.22K	+11.84%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.51%	596.09K	21.24M	23.5K	+4.10%
Dec 31, 2025	ASSETMARK, INC	0.52%	564.72K	20.13M	58.15K	+11.48%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.67%	726.83K	25.9M	128.92K	+21.56%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.67%	787.27K	28.06M	228.12K	+40.80%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.68%	743.6K	26.5M	145.23K	+24.27%
Dec 31, 2025	REUTER JAMES WEALTH MANAGEMENT, LLC	0.7%	764.11K	27.23M	194.07K	+34.04%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.91%	1.07M	38M	365.69K	+52.21%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.81%	2.12M	75.43M	257.09K	+13.83%
Dec 31, 2025	ROYAL BANK OF CANADA	1.99%	2.33M	83.07M	238.82K	+11.42%
Dec 31, 2025	RFG ADVISORY, LLC	0.13%	142.43K	5.08M	97.61K	+217.81%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.13%	143.57K	5.12M	11.13K	+8.40%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.14%	165.76K	5.91M	15.05K	+9.98%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.35%	2.76M	98.21M	1.64M	+146.03%
Dec 31, 2025	MORGAN STANLEY	2.42%	2.83M	100.93M	-765.3K	-21.28%
Dec 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	4.4%	5.18M	184.64M	461.1K	+9.77%
Dec 31, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	4.92%	5.37M	191.53M	124.69K	+2.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.92%	9.28M	330.88M	1.25M	+15.52%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.22%	264.74K	9.44M	33.11K	+14.29%
Sep 30, 2025	SWEENEY & MICHEL, LLC	0.29%	281.31K	9.58M	11.04K	+4.08%
Sep 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.1%	98.49K	3.41M	27.91K	+39.55%
Sep 30, 2025	US BANCORP \DE\	0.09%	92.7K	3.21M	17.17K	+22.73%
Sep 30, 2025	NAVPOINT FINANCIAL, INC.	0.09%	89.92K	3.12M	44.66K	+98.70%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.09%	84.04K	2.91M	39.8K	+89.97%
Sep 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	5.33%	5.25M	181.89M	2.58M	+96.62%
Sep 30, 2025	MORGAN STANLEY	3.65%	3.6M	124.64M	1.84M	+105.26%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.6%	3.55M	122.91M	894.78K	+33.73%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.45%	445.06K	15.42M	-209.99K	-32.06%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.38%	379.05K	13.09M	-10.63K	-2.73%
Sep 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	4.79%	4.72M	163.54M	640.91K	+15.71%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.26%	260.86K	9.04M	-12.05K	-4.42%
Sep 30, 2025	ENTRUITY WEALTH, LLC	0.19%	184.75K	6.4M	8.84K	+5.02%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.18%	177.86K	6.16M	51.4K	+40.65%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.17%	167.17K	5.79M	32.84K	+24.45%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	164.97K	5.72M	6.84K	+4.33%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.17%	164.96K	5.72M	33.6K	+25.58%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.16%	162.33K	5.62M	4.09K	+2.58%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.15%	150.71K	5.22M	150.71K	+100.00%
Sep 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.15%	143.67K	4.98M	11.65K	+8.82%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.41%	406.91K	14.11M	121.57K	+42.60%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.4%	392.95K	13.62M	196.45K	+99.97%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.58%	572.6K	19.84M	35.77K	+6.66%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.31%	303.95K	10.61M	95.4K	+45.74%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.28%	277.05K	9.6M	-4.11K	-1.46%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.26%	258.59K	8.96M	83.18K	+47.42%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.24%	240.09K	8.32M	101.46K	+73.18%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.24%	231.64K	8.03M	61.57K	+36.21%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.23%	223.56K	7.75M	44.62K	+24.93%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.21%	206.87K	7.17M	24.78K	+13.61%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.2%	198.99K	6.9M	55.65K	+38.82%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.76%	2.72M	94.22M	961.06K	+54.66%
Sep 30, 2025	ROYAL BANK OF CANADA	2.12%	2.09M	72.48M	545.61K	+35.29%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.89%	1.86M	64.43M	-39.53K	-2.08%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	1.76%	1.73M	59.96M	68.48K	+4.12%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.32%	1.3M	45.03M	174.14K	+15.47%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.14%	1.12M	38.81M	974.19K	+668.10%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.02%	1.01M	34.54M	338.17K	+50.55%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	909.08K	31.5M	88.61K	+10.80%
Sep 30, 2025	UBS GROUP AG	0.79%	782.21K	27.1M	129.05K	+19.76%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.77%	756.06K	26.2M	210.33K	+38.54%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.71%	700.48K	24.17M	242.49K	+52.95%
Sep 30, 2025	REUTER JAMES WEALTH MANAGEMENT, LLC	0.58%	570.04K	19.75M	570.04K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.57%	559.15K	19.37M	44.21K	+8.59%
Sep 30, 2025	SEI INVESTMENTS CO	0.57%	559.12K	19.37M	303.16K	+118.44%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.53%	525.71K	18.22M	74.67K	+16.55%
Sep 30, 2025	ASSETMARK, INC	0.51%	506.57K	17.55M	223.86K	+79.18%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	105.27K	3.65M	77.56K	+279.89%
Sep 30, 2025	SWISHER FINANCIAL CONCEPTS, INC.	0.2%	195.74K	6.78M	34.89K	+21.69%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.2%	192.11K	6.66M	107.36K	+126.67%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.19%	186.62K	6.47M	101.1K	+118.21%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.61%	598.37K	20.73M	112.2K	+23.08%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.61%	597.91K	20.72M	34.94K	+6.21%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.16%	8.04M	278.48M	2.19M	+37.55%
Sep 30, 2025	LPL FINANCIAL LLC	7.84%	7.72M	267.55M	2.16M	+38.74%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	17.38%	17.12M	593.04M	-235.68K	-1.36%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	140.99K	4.92M	17.71K	+14.36%
Sep 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.14%	139.8K	4.87M	710	+0.51%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.13%	132.44K	4.59M	89.15K	+205.93%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.13%	127.65K	4.42M	780	+0.61%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.12%	116.68K	4.04M	7.6K	+6.97%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	116.46K	4.04M	70.08K	+151.09%
Jun 30, 2025	LPL FINANCIAL LLC	6.8%	5.57M	187.17M	2.83M	+103.35%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.18%	145.81K	4.9M	145.65K	+89,356.44%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1%	820.48K	27.59M	216K	+35.73%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	21.18%	17.35M	583.51M	-1.53K	-0.01%
Jun 30, 2025	ASSETMARK, INC	0.35%	282.71K	9.51M	5.45K	+1.96%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.34%	281.16K	9.46M	269.26K	+2,262.10%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.63%	514.94K	17.32M	211.23K	+69.55%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.59%	486.17K	16.35M	176.58K	+57.03%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.56%	457.99K	15.43M	259.9K	+131.20%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.48%	389.68K	13.13M	24.28K	+6.64%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	123.28K	4.19M	16.64K	+15.60%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.13%	109.07K	3.67M	22.75K	+26.36%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.11%	93.5K	3.14M	-32.3K	-25.68%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	85.52K	2.88M	42.19K	+97.35%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.1%	84.75K	2.85M	84.75K	+100.00%
Jun 30, 2025	TEMPUS WEALTH PLANNING, LLC	0.1%	82.7K	2.78M	2.77K	+3.46%
Jun 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.09%	70.58K	2.37M	17.49K	+32.94%
Jun 30, 2025	OAK HILL WEALTH ADVISORS, LLC	0.07%	59.58K	2.01M	15.35K	+34.71%
Jun 30, 2025	SEAMOUNT FINANCIAL GROUP INC	0.07%	57.19K	1.92M	12.08K	+26.77%
Jun 30, 2025	MAYFLOWER FINANCIAL ADVISORS, LLC	0.07%	56.48K	1.9M	668	+1.20%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.85%	695.78K	23.4M	695.78K	+100.00%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	4.98%	4.08M	137.17M	1.04M	+34.42%
Jun 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	3.26%	2.67M	89.78M	2.67M	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.24%	2.65M	89.2M	839.8K	+46.33%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.32%	1.9M	63.86M	320.53K	+20.31%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.15%	1.76M	59.13M	199.89K	+12.83%
Jun 30, 2025	MORGAN STANLEY	2.14%	1.75M	58.94M	743.56K	+73.70%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	2.03%	1.66M	55.89M	93.55K	+5.97%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	207.79K	6.99M	105.16K	+102.45%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	196.5K	6.61M	40.88K	+26.27%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.22%	182.09K	6.12M	15.89K	+9.56%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.22%	178.95K	6.02M	9.61K	+5.67%
Jun 30, 2025		0.21%	175.92K	5.92M	8.46K	+5.05%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.21%	175.41K	5.9M	14.75K	+9.18%
Jun 30, 2025	ROYAL BANK OF CANADA	1.89%	1.55M	52M	308.9K	+24.96%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.37%	1.13M	37.85M	151.34K	+15.54%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.8%	655.05K	22.03M	336.84K	+105.86%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.69%	562.97K	18.93M	31.07K	+5.84%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.67%	545.73K	18.35M	167.59K	+44.32%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.66%	536.82K	18.05M	40.04K	+8.06%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.55%	451.04K	15.17M	43.43K	+10.65%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.21%	170.06K	5.72M	69.11K	+68.45%
Jun 30, 2025	CITADEL ADVISORS LLC	0.2%	165.05K	5.55M	150.96K	+1,070.76%
Jun 30, 2025	SWISHER FINANCIAL CONCEPTS, INC.	0.2%	160.85K	5.41M	27.8K	+20.90%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.19%	158.24K	5.32M	120.99K	+324.84%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.17%	143.34K	4.82M	84.19K	+142.33%
Jun 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.17%	139.09K	4.72M	-7.93K	-5.40%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.33%	272.91K	9.18M	-3K	-1.09%
Jun 30, 2025	ENTRUITY WEALTH, LLC	0.21%	175.92K	5.92M	8.46K	+5.05%
Jun 30, 2025	JANE STREET GROUP, LLC	0.47%	381.72K	12.84M	21.4K	+5.94%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	668.98K	22.38M	268.01K	+66.84%
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.35%	285.34K	9.6M	285.34K	+100.00%
Jun 30, 2025	SWEENEY & MICHEL, LLC	0.33%	270.27K	9.14M	3.31K	+1.24%
Jun 30, 2025	SEI INVESTMENTS CO	0.31%	255.96K	8.61M	247.52K	+2,931.95%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.25%	208.55K	7.05M	93.07K	+80.59%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	138.63K	4.66M	1.14K	+0.83%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	134.33K	4.52M	-66.57K	-33.14%
Jun 30, 2025	UBS GROUP AG	0.8%	653.16K	21.97M	333.9K	+104.59%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	7.13%	5.84M	196.49M	886.44K	+17.89%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	158.13K	5.32M	4.22K	+2.74%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.36%	295.66K	9.94M	216.72K	+274.50%
Jun 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.16%	132.02K	4.44M	11.1K	+9.18%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.16%	131.37K	4.42M	19.51K	+17.45%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.15%	126.46K	4.25M	29.61K	+30.57%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.9%	1.81M	56.01M	374.74K	+26.06%
Mar 31, 2025	MORGAN STANLEY	1.62%	1.01M	31.17M	195.2K	+23.99%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.56%	974.19K	30.1M	47.19K	+5.09%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.65%	407.62K	12.6M	234.8K	+135.87%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	400.97K	12.39M	105.24K	+35.59%
Mar 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	4.86%	3.03M	93.76M	239.15K	+8.56%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.94%	4.96M	153.15M	1M	+25.43%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	27.79%	17.35M	536.19M	-301.9K	-1.71%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.53%	1.58M	48.77M	484.28K	+44.26%
Mar 31, 2025	LPL FINANCIAL LLC	4.38%	2.74M	84.57M	1.32M	+92.61%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	115.49K	3.59M	102.19K	+768.72%
Mar 31, 2025	TEMPUS WEALTH PLANNING, LLC	0.13%	79.93K	2.47M	16.49K	+26.00%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.14%	86.32K	2.68M	70.84K	+457.63%
Mar 31, 2025	CULLEN/FROST BANKERS, INC.	0.16%	96.85K	2.99M	13.64K	+16.39%
Mar 31, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.24%	147.02K	4.39M	147.02K	+100.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.25%	153.91K	4.76M	89.55K	+139.15%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	155.62K	4.81M	4.52K	+2.99%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.27%	169.34K	5.23M	3.84K	+2.32%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.51%	318.21K	9.83M	11.11K	+3.62%
Mar 31, 2025	UBS GROUP AG	0.51%	319.26K	9.87M	276.25K	+642.31%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.8%	496.78K	15.35M	109.27K	+28.20%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.85%	531.91K	16.44M	62.24K	+13.25%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.32%	198.09K	6.13M	95.48K	+93.05%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.5%	309.59K	9.57M	117.32K	+61.01%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	106.64K	3.3M	-13.53K	-11.26%
Mar 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.19%	120.93K	3.74M	120.93K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.26%	160.66K	4.96M	17.21K	+11.99%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.32%	200.9K	6.21M	13.78K	+7.37%
Mar 31, 2025	ASSETMARK, INC	0.44%	277.27K	8.57M	11.13K	+4.18%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.49%	303.71K	9.38M	59.28K	+24.25%
Mar 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	2.51%	1.57M	47.85M	186.52K	+13.50%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.22%	137.49K	4.25M	15.62K	+12.82%
Mar 31, 2025	ROYAL BANK OF CANADA	1.98%	1.24M	38.24M	229.66K	+22.79%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.5%	1.56M	48.15M	367.8K	+30.89%
Mar 31, 2025	SWEENEY & MICHEL, LLC	0.43%	266.96K	7.48M	266.96K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.19%	118.44K	3.68M	23.89K	+25.27%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.97%	604.48K	18.68M	120.19K	+24.82%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.27%	166.21K	5.14M	23.4K	+16.39%
Mar 31, 2025		0.27%	167.46K	5.17M	83.64K	+99.80%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.18%	111.85K	3.46M	18.77K	+20.16%
Mar 31, 2025	JANE STREET GROUP, LLC	0.58%	360.32K	11.13M	-6.78K	-1.85%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.59%	365.4K	11.31M	176.95K	+93.89%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.61%	378.14K	11.68M	85.92K	+29.40%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.2%	125.8K	3.83M	7.43K	+6.28%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	102.64K	3.17M	13.45K	+15.09%
Mar 31, 2025	US BANCORP \DE\	0.11%	70.82K	2.19M	70.82K	+100.00%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.22%	137.49K	4.25M	15.62K	+12.82%
Mar 31, 2025	SWISHER FINANCIAL CONCEPTS, INC.	0.21%	133.04K	4.11M	133.04K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.16%	100.96K	3.12M	21.58K	+27.18%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.13%	78.95K	2.44M	23.8K	+43.17%

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