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

Who are the major shareholders selling iShares Low Carbon Optimized MSCI ACWI ETF stock?

GOLDEN STATE WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in CRBN by -1.67% restricting it's holding to 1.83 thousand shares of worth nearly $462.65K. JPMORGAN CHASE & CO also lessened -2.16% of the CRBN shares from its portfolio, reducing its holding to 58.15 thousand shares of worth $14.61M. PLUM STREET ADVISORS, LLC also shunned CRBN shares holding by -2.37% last quarter which brought its holding to 3.75 thousand shares worth $947.88K.

Investors who are buying CRBN stock?

As per its latest 13F filing, CREATIVE PLANNING increased its stake in CRBN by 0.66% in the last quarter. The institutional holder raised its holding to 7.27 thousand shares having worth more than $1.84M. BRIGHTON JONES LLC also added 0.66% more shares of CRBN to its portfolio, raising its holding to 1.84 thousand shares of worth $464.83K. RELYEA ZUCKERBERG HANSON LLC also increased its CRBN shares holding by 0.56% which brought its holding to 1.97 thousand shares worth $498.89K.

CRBN's major insiders: who are they?

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

Did an insider recently sell CRBN stock?

Company executives, directors, and other insiders own N/A percent of iShares Low Carbon Optimized MSCI ACWI ETF's stock. Within the last six months, there have been 0 transaction(s) in which CRBN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CRBN stock?

There have been 0 transaction(s) during the past 6-months in which iShares Low Carbon Optimized MSCI ACWI ETF insiders have bought stock, totalling 0 shares

How much of CRBN does insiders own?

Around 0 iShares Low Carbon Optimized MSCI ACWI ETF shares are held by insiders, which represents about N/A of CRBN stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CRBN?

CREATIVE PLANNING is the largest institutional owner in CRBN which holds 7.27 thousand shares worth $1.84M or 0.16% of the total CRBN shares outstanding followed by GOLDEN STATE WEALTH MANAGEMENT, LLC with ownership of 1.83 thousand shares representing 0.04% of the CRBN ownership. BRIGHTON JONES LLC is the third largest stakeholder with 1.84 thousand shares or 0.04% of the ownership worth more than $464.83K.

Is iShares Low Carbon Optimized MSCI ACWI 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 CRBN is concerned, it is a stock which is optionable.

Is there a short position on CRBN's shares?

Number of CRBN 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 CRBN shares are there?

As of today, null shares of CRBN are outstanding.

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

CRBN 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 CRBN is null.

iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) 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. CREATIVE PLANNING is the top corporate investor, holding 7.27K shares valued at $1.84M. A 0.16% stake in iShares Low Carbon Optimized MSCI ACWI ETF is owned by the company. GOLDEN STATE WEALTH MANAGEMENT, LLC owns 1.83K shares valued at $462.65K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CREATIVE PLANNING	0.16%	7.27K	1.84M	48	+0.66%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.04%	1.83K	462.65K	-31	-1.67%
Jun 30, 2026	BRIGHTON JONES LLC	0.04%	1.84K	464.83K	12	+0.66%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.04%	1.91K	479.25K	0	0
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.04%	1.97K	498.73K	0	0
Jun 30, 2026	RELYEA ZUCKERBERG HANSON LLC	0.04%	1.97K	498.89K	11	+0.56%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.05%	2.13K	538.21K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	2.35K	595.57K	27	+1.16%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.05%	2.44K	618.3K	493	+25.27%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.06%	2.67K	676.19K	0	0
Jun 30, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.06%	2.85K	720.71K	0	0
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.07%	3.08K	778.91K	28	+0.92%
Jun 30, 2026	RITHOLTZ WEALTH MANAGEMENT	0.07%	3.3K	834.64K	0	0
Jun 30, 2026	FMR LLC	0.09%	3.97K	1M	69	+1.77%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	5.03K	1.27M	72	+1.45%
Jun 30, 2026	JPMORGAN CHASE & CO	1.3%	58.15K	14.61M	-1.29K	-2.16%
Jun 30, 2026	MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.	0.27%	11.93K	3.02M	535	+4.70%
Jun 30, 2026	ASPIRIANT, LLC	2.74%	122.72K	31.04M	3.43K	+2.88%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.11%	5.07K	1.28M	702	+16.09%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.16%	7.34K	1.86M	0	0
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.16%	7.34K	1.86M	7.34K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	7.72K	1.95M	224	+2.99%
Jun 30, 2026	NATIONAL PHILANTHROPIC TRUST	0.72%	32.13K	8.13M	908	+2.91%
Jun 30, 2026	NORTHERN TRUST CORP	0.11%	5K	1.26M	0	0
Jun 30, 2026	PLUM STREET ADVISORS, LLC	0.08%	3.75K	947.88K	-91	-2.37%
Jun 30, 2026	WESTMOUNT PARTNERS, LLC	0.09%	4.07K	1.03M	-60	-1.45%
Jun 30, 2026	ALLY INVEST ADVISORS INC.	0.09%	3.92K	991.2K	-20	-0.51%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	3.83K	967.96K	262	+7.35%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.19%	8.7K	2.15M	612	+7.57%
Jun 30, 2026		0.27%	11.93K	3.02M	535	+4.70%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	12.62K	3.19M	135	+1.08%
Jun 30, 2026	JANE STREET GROUP, LLC	0.28%	12.64K	3.2M	12.64K	+100.00%
Jun 30, 2026	VAN HULZEN ASSET MANAGEMENT, LLC	0.29%	12.77K	3.23M	-783	-5.78%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	12.83K	3.24M	-3.76K	-22.66%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.32%	14.09K	3.57M	136	+0.97%
Jun 30, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.32%	14.25K	3.61M	4	+0.03%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.4%	18.11K	4.58M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.35%	15.62K	3.95M	401	+2.63%
Jun 30, 2026	COLONY GROUP, LLC	0.07%	3.34K	846.05K	149	+4.66%
Jun 30, 2026	CARTESIAN GROWTH CORP	0.5%	22.27K	5.63M	2.05K	+10.11%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.68%	30.26K	7.65M	-1.71K	-5.36%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.79%	35.43K	8.96M	705	+2.03%
Jun 30, 2026	ROYAL BANK OF CANADA	1.09%	48.75K	12.33M	19.12K	+64.53%
Jun 30, 2026	BSW WEALTH PARTNERS	1.24%	55.34K	14M	8.2K	+17.39%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	1.93%	86.52K	19.28M	12.86K	+17.45%
Jun 30, 2026	INVESTURE, LLC	2.34%	104.86K	26.53M	712	+0.68%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.37%	105.87K	26.78M	-468	-0.44%
Jun 30, 2026	ALLIANZ SE	2.55%	114.02K	28.84M	5K	+4.59%
Jun 30, 2026	UBS GROUP AG	3.71%	165.82K	41.95M	98.66K	+146.92%
Jun 30, 2026	MORGAN STANLEY	4.7%	210.06K	53.14M	697	+0.33%
Jun 30, 2026	BETTERMENT LLC	29.21%	1.31M	330.46M	4.88K	+0.38%
Jun 30, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.08%	3.57K	902.09K	0	0
Jun 30, 2026	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.15%	6.79K	1.72M	-74	-1.08%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	4.89K	1.24M	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.14%	6.04K	1.53M	355	+6.24%
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.12%	5.44K	1.38M	199	+3.79%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	5.2K	1.32M	18	+0.35%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	0.18%	8.15K	2.06M	316	+4.03%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.18%	7.97K	2.02M	268	+3.48%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.34%	15.14K	3.83M	4.51K	+42.41%
Jun 30, 2026	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.22%	10K	2.53M	0	0
Jun 30, 2026	GOULD ASSET MANAGEMENT LLC /CA/	0.19%	8.56K	2.16M	-165	-1.89%
Jun 30, 2026	ALBION FINANCIAL GROUP /UT	0.16%	7.34K	1.86M	26	+0.36%
Jun 30, 2026	PATTEN GROUP, INC.	0.04%	1.8K	456.11K	-9	-0.50%
Mar 31, 2026	ALLY INVEST ADVISORS INC.	0.09%	3.94K	877.52K	222	+5.97%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.09%	4.23K	942.7K	-4.37K	-50.80%
Mar 31, 2026	WESTMOUNT PARTNERS, LLC	0.09%	4.13K	919.53K	-81	-1.92%
Mar 31, 2026	MORGAN STANLEY	4.67%	209.37K	46.65M	973	+0.47%
Mar 31, 2026	ASPIRIANT, LLC	2.66%	119.29K	26.58M	2.71K	+2.33%
Mar 31, 2026	ALLIANZ SE	2.43%	109.02K	24.29M	0	0
Mar 31, 2026	INVESTURE, LLC	2.32%	104.15K	23.21M	0	0
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	1.64%	73.67K	16.98M	73.67K	+100.00%
Mar 31, 2026	UBS GROUP AG	1.5%	67.16K	14.96M	29.88K	+80.14%
Mar 31, 2026	JPMORGAN CHASE & CO	1.33%	59.43K	12.85M	-2.73K	-4.39%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.04%	1.81K	402.62K	-26	-1.42%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.17%	7.83K	1.75M	-108	-1.36%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	7.49K	1.67M	1.47K	+24.39%
Mar 31, 2026	BSW WEALTH PARTNERS	1.05%	47.14K	10.5M	7.6K	+19.23%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.77%	34.73K	7.74M	-13.39K	-27.83%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.76%	31.97K	7.12M	7.25K	+29.34%
Mar 31, 2026	FMR LLC	0.09%	3.9K	869.57K	-76	-1.91%
Mar 31, 2026	ROYAL BANK OF CANADA	0.66%	29.63K	6.6M	8.56K	+40.61%
Mar 31, 2026	PLUM STREET ADVISORS, LLC	0.09%	3.84K	855.14K	-886	-18.76%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.08%	3.57K	794.54K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	12.48K	2.78M	1.38K	+12.43%
Mar 31, 2026		0.25%	11.39K	2.54M	405	+3.69%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.11%	4.89K	1.09M	3.59K	+276.46%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	3.56K	794.04K	104	+3.01%
Mar 31, 2026	BETTERMENT LLC	29.03%	1.3M	289.97M	-2.3K	-0.18%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.08%	3.3K	735.12K	0	0
Mar 31, 2026	BLACKROCK, INC.	0.47%	21.08K	4.7M	110	+0.52%
Mar 31, 2026	GOULD ASSET MANAGEMENT LLC /CA/	0.19%	8.72K	1.94M	-690	-7.33%
Mar 31, 2026	CARTESIAN GROWTH CORP	0.45%	20.23K	4.51M	-2.97K	-12.81%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.4%	18.11K	4.03M	0	0
Mar 31, 2026	CERTUITY, LLC	0.04%	1.74K	388.44K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.05%	1.95K	434.66K	-249	-11.32%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.04%	1.86K	414.36K	-32	-1.69%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.18%	8.08K	1.75M	1.17K	+16.85%
Mar 31, 2026	LPL FINANCIAL LLC	0.34%	15.22K	3.39M	-478	-3.04%
Mar 31, 2026	PATTEN GROUP, INC.	0.04%	1.81K	403.73K	-85	-4.48%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.05%	1.97K	439.16K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.05%	2.13K	474.04K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	2.33K	518.53K	42	+1.84%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.06%	2.67K	595.57K	30	+1.14%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.07%	2.85K	634.78K	0	0
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.07%	3.05K	679.8K	-335	-9.89%
Mar 31, 2026	NORTH BERKELEY WEALTH MANAGEMENT, LLC	0.07%	3.35K	747.08K	-29	-0.86%
Mar 31, 2026	VAN HULZEN ASSET MANAGEMENT, LLC	0.3%	13.55K	3.02M	1.79K	+15.25%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.31%	13.96K	3.11M	-155	-1.10%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.24%	10.63K	2.37M	1.94K	+22.28%
Mar 31, 2026	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.15%	6.87K	1.53M	-130	-1.86%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.13%	5.69K	1.27M	719	+14.47%
Mar 31, 2026	RELYEA ZUCKERBERG HANSON LLC	0.05%	1.96K	437.02K	0	0
Mar 31, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.12%	5.24K	1.17M	107	+2.08%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	16.58K	3.7M	-10.4K	-38.54%
Mar 31, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.32%	14.25K	3.17M	-793	-5.27%
Mar 31, 2026	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.22%	10K	2.23M	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.17%	7.7K	1.72M	-1.61K	-17.27%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.16%	7.34K	1.64M	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.37%	106.34K	23.69M	545	+0.52%
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	0.16%	7.32K	1.63M	35	+0.48%
Mar 31, 2026	CREATIVE PLANNING	0.16%	7.23K	1.61M	-1.52K	-17.35%
Mar 31, 2026	NORTHERN TRUST CORP	0.11%	5K	1.11M	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	5.18K	1.15M	20	+0.39%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	4.96K	1.11M	273	+5.82%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.1%	4.36K	972.1K	35	+0.81%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.12%	5.14K	1.18M	-28	-0.54%
Dec 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.27%	11.76K	2.71M	3.34K	+39.73%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	9.31K	2.15M	183	+2.01%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.19%	7.94K	1.83M	421	+5.60%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	5.16K	1.19M	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	2.13K	490.46K	0	0
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.05%	1.97K	454.38K	0	0
Dec 31, 2025	PATTEN GROUP, INC.	0.05%	1.9K	437.32K	-48	-2.47%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.04%	1.89K	436.1K	191	+11.23%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	1.83K	422.56K	0	0
Dec 31, 2025	CERTUITY, LLC	0.04%	1.74K	401.9K	-364	-17.28%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.04%	1.62K	372.77K	1.62K	+100.00%
Dec 31, 2025	CERITY PARTNERS LLC	0.04%	1.53K	352.44K	343	+28.92%
Dec 31, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.03%	1.44K	331.43K	-11	-0.76%
Dec 31, 2025	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.24%	10K	2.31M	0	0
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.05%	2.18K	506.12K	-162	-6.91%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.05%	2.22K	511.09K	-81	-3.52%
Dec 31, 2025	RELYEA ZUCKERBERG HANSON LLC	0.05%	1.96K	452.16K	23	+1.19%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	4.69K	1.08M	1.56K	+50.05%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.11%	4.97K	1.15M	-100	-1.97%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	6.02K	1.39M	704	+13.24%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.16%	6.92K	1.59M	463	+7.17%
Dec 31, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.17%	7K	1.61M	-84	-1.19%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	7.34K	1.69M	0	0
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	0.17%	7.28K	1.68M	-666	-8.38%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.2%	8.7K	2M	234	+2.77%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	8.6K	1.98M	4.54K	+111.59%
Dec 31, 2025	CREATIVE PLANNING	0.2%	8.74K	2.02M	370	+4.42%
Dec 31, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.22%	9.41K	2.17M	-110	-1.16%
Dec 31, 2025	INVESTURE, LLC	2.38%	104.15K	24.01M	1.49K	+1.45%
Dec 31, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	0.08%	3.38K	779.65K	-180	-5.05%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.08%	3.3K	760.6K	-64	-1.90%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	3.46K	797.58K	183	+5.58%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.08%	3.39K	780.67K	-87	-2.51%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.09%	3.57K	822.07K	0	0
Dec 31, 2025	ALLY INVEST ADVISORS INC.	0.09%	3.72K	856.56K	14	+0.38%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	4.33K	997.67K	-116	-2.61%
Dec 31, 2025	WESTMOUNT PARTNERS, LLC	0.1%	4.21K	970.07K	142	+3.49%
Dec 31, 2025	PLUM STREET ADVISORS, LLC	0.11%	4.72K	1.09M	-173	-3.53%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	2.2K	507.22K	-179	-7.52%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	2.29K	526.82K	-218	-8.71%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	2.64K	609.29K	90	+3.53%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.07%	2.85K	656.78K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.07%	3.05K	702.41K	1.45K	+90.80%
Dec 31, 2025	LONG RUN WEALTH ADVISORS, LLC	0.11%	4.55K	1.05M	13	+0.29%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.43%	105.79K	24.39M	-3.18K	-2.91%
Dec 31, 2025	ALLIANZ SE	2.53%	109.02K	25.13M	6.5K	+6.34%
Dec 31, 2025	ASPIRIANT, LLC	2.78%	116.57K	26.87M	1.91K	+1.66%
Dec 31, 2025	MORGAN STANLEY	4.78%	208.39K	48.04M	3.98K	+1.95%
Dec 31, 2025	BETTERMENT LLC	29.91%	1.3M	300.55M	11.49K	+0.89%
Dec 31, 2025	PRUDENTIAL PLC	0.04%	1.7K	391.9K	0	0
Dec 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.36%	15.04K	3.47M	-83	-0.55%
Dec 31, 2025	LPL FINANCIAL LLC	0.36%	15.7K	3.62M	-311	-1.94%
Dec 31, 2025	BLACKROCK, INC.	0.48%	20.97K	4.83M	8.21K	+64.35%
Dec 31, 2025	ROYAL BANK OF CANADA	0.48%	21.07K	4.86M	9.71K	+85.41%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.62%	26.98K	6.22M	-9.18K	-25.38%
Dec 31, 2025	UBS GROUP AG	0.86%	37.28K	8.59M	-2.36K	-5.96%
Dec 31, 2025	BSW WEALTH PARTNERS	0.94%	39.54K	9.12M	9.42K	+31.29%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.1%	48.12K	11.09M	3.95K	+8.93%
Dec 31, 2025	JPMORGAN CHASE & CO	1.42%	62.16K	14.33M	-4.48K	-6.72%
Dec 31, 2025	FMR LLC	0.09%	3.98K	917.41K	202	+5.35%
Dec 31, 2025	NORTHERN TRUST CORP	0.12%	5K	1.15M	0	0
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.42%	18.11K	4.17M	-36	-0.20%
Dec 31, 2025	CARTESIAN GROWTH CORP	0.53%	23.2K	5.35M	4.34K	+23.03%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.57%	24.72K	5.71M	-234	-0.94%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.34%	14.11K	3.25M	472	+3.46%
Dec 31, 2025		0.26%	10.99K	2.53M	10.99K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	11.1K	2.56M	5.32K	+92.09%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	2K	460.6M	315	+18.72%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	5.32K	1.21M	161	+3.12%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	5.78K	1.27M	-225	-3.75%
Sep 30, 2025	ROYAL BANK OF CANADA	0.25%	11.36K	2.58M	-1.22K	-9.70%
Sep 30, 2025	JANE STREET GROUP, LLC	0.26%	12K	2.72M	-3.82K	-24.14%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.4%	18.14K	4.12M	-110	-0.60%
Sep 30, 2025	UBS GROUP AG	0.87%	39.64K	8.99M	-1.29K	-3.16%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	2.5K	567.87K	19	+0.76%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	2.55K	579.2K	0	0
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.06%	2.85K	646.35K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	3.13K	709.02K	3.13K	+100.00%
Sep 30, 2025	BETTERMENT LLC	28.23%	1.29M	293.17M	6.6K	+0.51%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.07%	3.36K	763.07K	-371	-9.94%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.08%	3.47K	788.01K	-3.54K	-50.45%
Sep 30, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	0.08%	3.56K	808.11K	-595	-14.31%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.08%	3.57K	809.02K	0	0
Sep 30, 2025	CREATIVE PLANNING	0.18%	8.37K	1.9M	-98	-1.16%
Sep 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.18%	8.41K	1.91M	-502	-5.63%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	6.46K	1.45M	1.01K	+18.48%
Sep 30, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.15%	7.08K	1.6M	177	+2.56%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.16%	7.34K	1.67M	7.34K	+100.00%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.16%	7.52K	1.71M	-118	-1.54%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0.17%	7.95K	1.8M	79	+1.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.18%	8.46K	1.92M	-839	-9.02%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	9.12K	2.07M	-11.1K	-54.89%
Sep 30, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.21%	9.52K	2.16M	-265	-2.71%
Sep 30, 2025	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.22%	10K	2.27M	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.54%	24.82K	5.63M	20.03K	+418.25%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.79%	36.16K	8.2M	188	+0.52%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.38%	108.97K	24.72M	-846	-0.77%
Sep 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.33%	15.12K	3.43M	-81	-0.53%
Sep 30, 2025	LPL FINANCIAL LLC	0.35%	16.01K	3.63M	512	+3.30%
Sep 30, 2025	MORGAN STANLEY	4.47%	204.42K	46.38M	2.49K	+1.23%
Sep 30, 2025	ASPIRIANT, LLC	2.51%	114.66K	26.01M	1.14K	+1.00%
Sep 30, 2025	INVESTURE, LLC	2.24%	102.66K	23.29M	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	3.28K	744K	-6	-0.18%
Sep 30, 2025	CARTESIAN GROWTH CORP	0.41%	18.86K	4.28M	553	+3.02%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	24.95K	5.66M	-192	-0.76%
Sep 30, 2025	BSW WEALTH PARTNERS	0.66%	30.12K	6.83M	2.13K	+7.60%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.28%	12.62K	2.86M	-3.76K	-22.94%
Sep 30, 2025	ALLY INVEST ADVISORS INC.	0.08%	3.7K	839.76K	283	+8.28%
Sep 30, 2025	FMR LLC	0.08%	3.78K	856.86K	42	+1.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	4.06K	922K	-226	-5.27%
Sep 30, 2025	WESTMOUNT PARTNERS, LLC	0.09%	4.07K	926.55K	175	+4.50%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	4.44K	1.01M	-628	-12.38%
Sep 30, 2025	LONG RUN WEALTH ADVISORS, LLC	0.1%	4.54K	1.03M	-235	-4.92%
Sep 30, 2025	PLUM STREET ADVISORS, LLC	0.11%	4.9K	1.11M	-87	-1.75%
Sep 30, 2025	NORTHERN TRUST CORP	0.11%	5K	1.13M	0	0
Sep 30, 2025	ALLIANZ SE	2.24%	102.52K	23.26M	3.5K	+3.53%
Sep 30, 2025	JPMORGAN CHASE & CO	1.46%	66.64K	15.12M	-3.94K	-5.59%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.97%	44.18K	10.02M	6.91K	+18.55%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.3%	13.64K	3.09M	458	+3.47%
Sep 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.03%	1.45K	328.66K	-93	-6.03%
Sep 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.04%	1.63K	369.13K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	1.68K	381.82K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.04%	1.7K	385.85K	7	+0.41%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	1.83K	415.85K	1	+0.05%
Sep 30, 2025	PATTEN GROUP, INC.	0.04%	1.95K	441.26K	-131	-6.31%
Sep 30, 2025	RELYEA ZUCKERBERG HANSON LLC	0.04%	1.94K	439.75K	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	1.97K	447.16K	0	0
Sep 30, 2025	CERTUITY, LLC	0.05%	2.11K	478.03K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	2.13K	482.68K	-117	-5.21%
Sep 30, 2025	BRIGHTON JONES LLC	0.05%	2.3K	520.91K	0	0
Sep 30, 2025	BLACKROCK, INC.	0.28%	12.76K	2.9M	0	0
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.05%	2.3K	521.35K	-107	-4.45%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.05%	2.34K	529.33K	-346	-12.87%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	5.16K	1.17M	0	0
Sep 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.11%	5.17K	1.17M	-215	-4.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	5.07K	1.15M	0	0
Jun 30, 2025	LONG RUN WEALTH ADVISORS, LLC	0.1%	4.78K	1.01M	-236	-4.71%
Jun 30, 2025	CERITY PARTNERS LLC	0.02%	1.07K	227.15K	9	+0.85%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.02%	1.04K	220.93K	1.04K	+100.00%
Jun 30, 2025	BETTERMENT LLC	27.54%	1.29M	272.33M	-12.16K	-0.94%
Jun 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.03%	1.54K	326.56K	-12	-0.77%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.03%	1.49K	314.58K	5	+0.34%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.03%	1.44K	305.02K	1.44K	+100.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.03%	1.4K	296.93K	-34	-2.37%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.03%	1.37K	291.04K	569	+70.68%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.03%	1.33K	281.77K	-39	-2.85%
Jun 30, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.03%	1.3K	275.43K	0	0
Jun 30, 2025	KILTERHOWLING LLC	0.03%	1.29K	273.07K	11	+0.86%
Jun 30, 2025	FINANCIAL FUTURES LTD LIABILITY CO.	0.02%	1.13K	238.79K	1.13K	+100.00%
Jun 30, 2025	WIDMANN FINANCIAL SERVICES, INC.	0.02%	1.11K	235.12K	1.11K	+100.00%
Jun 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.02%	1.04K	219.87K	-161	-13.43%
Jun 30, 2025	MRA ADVISORY GROUP	0.02%	1.02K	216.48K	1.02K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.02%	1K	212.03K	-164	-14.08%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.02%	974	210.41K	974	+100.00%
Jun 30, 2025	INVESTURE, LLC	2.2%	102.66K	21.75M	840	+0.83%
Jun 30, 2025	ALLIANZ SE	2.12%	99.02K	20.97M	-4K	-3.88%
Jun 30, 2025	PRUDENTIAL PLC	0.04%	1.7K	360.09K	0	0
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.04%	1.69K	358.77K	-40	-2.31%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	1.68K	356.49K	-104	-5.82%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.03%	1.63K	344.65K	57	+3.63%
Jun 30, 2025	ASPIRIANT, LLC	2.43%	113.53K	24.05M	325	+0.29%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	12.1K	2.56B	-250	-2.02%
Jun 30, 2025	CITADEL ADVISORS LLC	0.1%	4.79K	1.01B	-13.77K	-74.19%
Jun 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.19%	8.92K	1.89M	-941	-9.55%
Jun 30, 2025	CREATIVE PLANNING	0.18%	8.47K	1.79M	108	+1.29%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0.17%	7.87K	1.67M	45	+0.58%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0.16%	7.64K	1.62M	-1.67K	-17.97%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.15%	7.01K	1.48M	3.85K	+121.94%
Jun 30, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.15%	6.91K	1.46M	-120	-1.71%
Jun 30, 2025	COLONY GROUP, LLC	0.13%	6.01K	1.27M	1.13K	+23.10%
Jun 30, 2025	MORGAN STANLEY	4.33%	201.93K	42.77B	5.52K	+2.81%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.35%	109.81K	23.26M	-16.85K	-13.31%
Jun 30, 2025	JPMORGAN CHASE & CO	1.51%	70.59K	14.95M	-334	-0.47%
Jun 30, 2025	UBS GROUP AG	0.88%	40.93K	8.67M	-945	-2.26%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.8%	37.27K	7.89M	19.63K	+111.36%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.77%	35.97K	7.62M	14.22K	+65.35%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.54%	25.14K	5.33M	304	+1.22%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	5.45K	1.15M	1.13K	+26.08%
Jun 30, 2025	DOHJ, LLC	0.08%	3.87K	723.17K	-49	-1.25%
Jun 30, 2025	FMR LLC	0.08%	3.74K	791.2K	-453	-10.82%
Jun 30, 2025	LPL FINANCIAL LLC	0.33%	15.5K	3.28M	512	+3.42%
Jun 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.33%	15.21K	3.22M	2.21K	+17.02%
Jun 30, 2025	BLACKROCK, INC.	0.27%	12.76K	2.7M	-534	-4.02%
Jun 30, 2025	BSW WEALTH PARTNERS	0.6%	27.99K	5.93M	3.11K	+12.52%
Jun 30, 2025	CARTESIAN GROWTH CORP	0.39%	18.3K	3.88M	-680	-3.58%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.39%	18.25K	3.87M	-54	-0.30%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.06%	2.85K	603.48K	2.85K	+100.00%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.06%	2.69K	565.68K	-3.46K	-56.30%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	2.55K	540.78K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.05%	2.41K	510K	30	+1.26%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.05%	2.41K	509.43K	37	+1.56%
Jun 30, 2025	BRIGHTON JONES LLC	0.05%	2.3K	486.36K	19	+0.83%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	2.25K	475.44K	2.07K	+1,154.19%
Jun 30, 2025	CERTUITY, LLC	0.05%	2.11K	446.32K	17	+0.81%
Jun 30, 2025	PATTEN GROUP, INC.	0.04%	2.08K	439.74K	-59	-2.76%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	1.97K	417.5K	-388	-16.45%
Jun 30, 2025	RELYEA ZUCKERBERG HANSON LLC	0.04%	1.94K	410.58K	7	+0.36%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	1.83K	388.05K	130	+7.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	20.22K	4.28M	10	+0.05%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.35%	16.37K	3.47M	-9.11K	-35.74%
Jun 30, 2025	JANE STREET GROUP, LLC	0.34%	15.82K	3.35M	8.45K	+114.71%
Jun 30, 2025		0.08%	3.89K	824.22K	37	+0.96%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	3.28K	696K	-1.11K	-25.27%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	6.01K	1.27M	880	+17.17%
Jun 30, 2025	PLUM STREET ADVISORS, LLC	0.11%	4.98K	1.06M	-145	-2.83%
Jun 30, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	0.09%	4.16K	880.54K	1.13K	+37.10%
Jun 30, 2025	WESTMOUNT PARTNERS, LLC	0.08%	3.89K	824.22K	37	+0.96%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.08%	3.73K	791.03K	-855	-18.63%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.08%	3.57K	755.35K	0	0
Jun 30, 2025	ALLY INVEST ADVISORS INC.	0.07%	3.42K	724.21K	-570	-14.29%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.32%	15.15K	3.21M	15.15K	+100.00%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.28%	13.18K	2.79M	295	+2.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	12.59K	2.67M	408	+3.35%
Jun 30, 2025	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.21%	10K	2.12M	0	0
Jun 30, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.21%	9.79K	2.07M	-175	-1.76%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.2%	9.3K	1.97M	-336	-3.49%
Jun 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.12%	5.38K	1.14M	114	+2.16%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	5.16K	1.09M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	5.16K	1.09M	356	+7.41%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	5.07K	1.07M	-19.67K	-79.50%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	5.07K	1.07M	-419	-7.63%
Jun 30, 2025	NORTHERN TRUST CORP	0.11%	5K	1.06M	-61	-1.21%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	4.29K	908.71K	852	+24.78%
Mar 31, 2025	INVESTURE, LLC	2.21%	101.82K	19.47M	0	0
Mar 31, 2025	ALLIANZ SE	2.23%	103.02K	19.69M	0	0
Mar 31, 2025	MORGAN STANLEY	4.26%	196.42K	37.55M	1.03K	+0.53%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	9.64K	1.84M	-610	-5.95%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.27%	12.35K	2.36M	1.86K	+17.73%
Mar 31, 2025	BLACKROCK, INC.	0.29%	13.3K	2.54M	11.14K	+517.51%
Mar 31, 2025	LPL FINANCIAL LLC	0.32%	14.99K	2.86M	268	+1.82%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.38%	17.63K	3.37M	15.44K	+703.23%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.4%	18.31K	3.5M	0	0
Mar 31, 2025		0.08%	3.85K	736.85K	38	+1.00%
Mar 31, 2025	DOHJ, LLC	0.08%	3.92K	749.19K	-502	-11.35%
Mar 31, 2025	ALLY INVEST ADVISORS INC.	0.09%	3.99K	762.61K	755	+23.35%
Mar 31, 2025	FMR LLC	0.09%	4.19K	800.74K	47	+1.14%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	4.32K	825.14K	2.59K	+149.62%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	5.13K	979.86K	-5.76K	-52.91%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	5.16K	987.06K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.16%	7.37K	1.41M	-31.93K	-81.25%
Mar 31, 2025	COLONY GROUP, LLC	0.11%	4.88K	932.83K	147	+3.11%
Mar 31, 2025	LONG RUN WEALTH ADVISORS, LLC	0.11%	5.01K	958K	-289	-5.45%
Mar 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.11%	5.27K	1.01M	279	+5.59%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	5.49K	1.05M	0	0
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.13%	6.15K	1.17M	-1.61K	-20.71%
Mar 31, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.15%	7.03K	1.34M	160	+2.33%
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	0.17%	7.83K	1.5M	0	0
Mar 31, 2025	CREATIVE PLANNING	0.18%	8.36K	1.6M	1.93K	+29.96%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	0.2%	9.31K	1.78M	-473	-4.83%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.54%	24.74K	4.73M	1.14K	+4.82%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.54%	24.84K	4.75M	237	+0.96%
Mar 31, 2025	BSW WEALTH PARTNERS	0.54%	24.88K	4.76M	67	+0.27%
Mar 31, 2025	CITADEL ADVISORS LLC	0.4%	18.56K	3.55M	1.37K	+7.95%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.55%	25.48K	4.87M	25.48K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.91%	41.88K	8.01M	-542	-1.28%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.74%	126.67K	24.22M	-1.75K	-1.36%
Mar 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.21%	9.86K	1.88M	1.2K	+13.87%
Mar 31, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.22%	9.96K	1.9M	-70	-0.70%
Mar 31, 2025	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.22%	10K	1.91M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.26%	12.18K	2.33M	770	+6.75%
Mar 31, 2025	CARTESIAN GROWTH CORP	0.41%	18.98K	3.63M	-634	-3.23%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	20.21K	3.86M	-677	-3.24%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	21.76K	4.16M	-9.05K	-29.38%
Mar 31, 2025	ASPIRIANT, LLC	2.45%	113.2K	21.64M	7.5K	+7.10%
Mar 31, 2025	BETTERMENT LLC	28.12%	1.3M	248.12M	-1.26K	-0.10%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	4.39K	840K	-203	-4.42%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.1%	4.59K	877.41K	-106	-2.26%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	4.8K	918K	714	+17.47%
Mar 31, 2025	NORTHERN TRUST CORP	0.11%	5.06K	966.6K	42	+0.84%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.28%	12.89K	2.46M	73	+0.57%
Mar 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.28%	12.99K	2.48M	-4.5K	-25.73%
Mar 31, 2025	JPMORGAN CHASE & CO	1.54%	70.92K	13.56M	-1.88K	-2.59%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	13.71K	2.46M	3.59K	+35.43%
Mar 31, 2024	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.29%	14.34K	2.57M	565	+4.10%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.03%	1.46K	261.34K	-46	-3.06%
Mar 31, 2024	NOTTINGHAM ADVISORS, INC.	0.03%	1.49K	267.82K	-128	-7.90%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.03%	1.51K	270.31K	-91	-5.70%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.56%	30.42K	5.46M	552	+1.85%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.98%	48.47K	8.7M	-2.06K	-4.08%
Mar 31, 2024	UBS GROUP AG	0.98%	53.47K	9.6M	-6.79K	-11.26%
Mar 31, 2024	JPMORGAN CHASE & CO	1.26%	68.5K	12.3M	-19.55K	-22.20%
Mar 31, 2024	INVESTURE, LLC	2.01%	99.84K	17.92M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.27%	123.51K	22.17M	1.59K	+1.30%
Mar 31, 2024	MORGAN STANLEY	3.68%	199.65K	35.84M	4.05K	+2.07%
Mar 31, 2024	ASPIRIANT, LLC	1.98%	98.11K	17.61M	11.28K	+12.99%
Mar 31, 2024	BETTERMENT LLC	25.37%	1.26M	226.13M	18.27K	+1.47%
Mar 31, 2024	NORTHERN TRUST CORP	0.09%	5K	896.56K	0	0
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	0.09%	4.59K	822.97K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	4.68K	840K	4.68K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.12%	6.26K	1.12M	141	+2.31%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	6.03K	1.08M	100	+1.69%
Mar 31, 2024	COMERICA BANK	0.12%	6.62K	1.19M	0	0
Mar 31, 2024	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.13%	6.32K	1.13M	20	+0.32%
Mar 31, 2024	LONG RUN WEALTH ADVISORS, LLC	0.13%	6.55K	1.18M	-182	-2.70%
Mar 31, 2024	SMARTLEAF ASSET MANAGEMENT LLC	0.13%	6.64K	1.1B	-114	-1.69%
Mar 31, 2024	VAN HULZEN ASSET MANAGEMENT, LLC	0.13%	6.66K	1.2M	-99	-1.46%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.14%	7.08K	1.27M	-69	-0.96%
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	0.16%	7.79K	1.4M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.18%	9.98K	1.79M	-855	-7.89%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.18%	9.98K	1.79M	514	+5.43%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0.19%	9.57K	1.72M	287	+3.09%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.2%	9.76K	1.75M	-2.87K	-22.74%
Mar 31, 2024	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.2%	10K	1.8M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.26%	14.18K	2.55M	163	+1.16%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.32%	15.97K	2.65M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.35%	19.15K	3.44M	-2.63K	-12.07%
Mar 31, 2024	CARTESIAN GROWTH CORP	0.39%	19.35K	3.47M	0	0
Mar 31, 2024	BSW WEALTH PARTNERS	0.46%	22.65K	4.06M	-1.08K	-4.56%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.52%	25.58K	4.59M	-147	-0.57%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.52%	25.79K	4.63M	25.79K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.05%	2.55K	458.24K	0	0
Mar 31, 2024	ALLY INVEST ADVISORS INC.	0.05%	2.58K	463.62K	67	+2.66%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.05%	2.64K	473K	141	+5.65%
Mar 31, 2024	WOLF GROUP CAPITAL ADVISORS	0.06%	2.86K	448K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	3.74K	671K	191	+5.38%
Mar 31, 2024	CITADEL ADVISORS LLC	0.07%	3.75K	672.37K	-13.68K	-78.51%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.07%	3.7K	664.56K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.08%	4.32K	775K	-445	-9.34%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.08%	3.99K	715.43K	-258	-6.08%
Mar 31, 2024	BOND & DEVICK FINANCIAL NETWORK, INC.	0.1%	4.79K	858.87K	-3	-0.06%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.21%	11.15K	2M	-4.26K	-27.62%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.22%	10.92K	1.96M	523	+5.03%
Mar 31, 2024	JANE STREET GROUP, LLC	0.22%	12.2K	2.19M	-26.49K	-68.47%
Mar 31, 2024	GOULD ASSET MANAGEMENT LLC /CA/	0.23%	11.39K	2.04M	1.07K	+10.32%
Mar 31, 2024	ROYAL BANK OF CANADA	0.24%	13.08K	2.35M	763	+6.20%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.03%	1.54K	275.93K	0	0
Mar 31, 2024	KILTERHOWLING LLC	0.03%	1.57K	282.32K	7	+0.45%
Mar 31, 2024	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.03%	1.75K	299.68K	1.75K	+100.00%
Mar 31, 2024	WHARTON BUSINESS GROUP, LLC	0.04%	1.95K	350K	0	0
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.04%	1.97K	346.82K	688	+53.75%
Mar 31, 2024	BLACKROCK INC.	0.04%	2.08K	372.8K	9	+0.44%
Mar 31, 2024	TRUEPOINT, INC.	0.04%	2.11K	379.24K	2.11K	+100.00%
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.04%	2.18K	390.62K	0	0
Mar 31, 2024	BRIGHTON JONES LLC	0.04%	2.23K	400.72K	0	0
Mar 31, 2024	COMMUNITY FINANCIAL SERVICES GROUP, LLC	0.04%	2.25K	403.32K	2.25K	+100.00%
Mar 31, 2024	DOHJ, LLC	0.04%	2.3K	412.73K	217	+10.42%
Mar 31, 2024	PATTEN GROUP, INC.	0.04%	2.38K	427.37K	8	+0.34%
Mar 31, 2024	MONTEREY PRIVATE WEALTH, INC.	0.05%	2.44K	438.44K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.42%	121.92K	20.17M	-12.16K	-9.07%
Dec 31, 2023	BETTERMENT LLC	24.64%	1.24M	205.45M	303	+0.02%
Dec 31, 2023	BRIGHTON JONES LLC	0.04%	2.23K	369.43K	25	+1.13%
Dec 31, 2023	PATTEN GROUP, INC.	0.05%	2.37K	392.67K	-567	-19.29%
Dec 31, 2023	MONTEREY PRIVATE WEALTH, INC.	0.05%	2.44K	404.2K	2.44K	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.05%	2.5K	413K	204	+8.90%
Dec 31, 2023	ALLY INVEST ADVISORS INC.	0.05%	2.52K	416.3K	264	+11.72%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.05%	2.55K	422.46K	0	0
Dec 31, 2023	WOLF GROUP CAPITAL ADVISORS	0.06%	2.86K	448K	2.86K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	3.55K	587K	-491	-12.15%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.07%	3.7K	612.67K	0	0
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.08%	4.24K	702.25K	-8.84K	-67.56%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.09%	4.59K	758.7K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	4.77K	790K	-69	-1.43%
Dec 31, 2023	BOND & DEVICK FINANCIAL NETWORK, INC.	0.1%	4.79K	792.3K	104	+2.22%
Dec 31, 2023	NORTHERN TRUST CORP	0.1%	5K	826.55K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	5.93K	981.93K	-330	-5.27%
Dec 31, 2023	CREATIVE PLANNING	0.12%	6.11K	1.01M	0	0
Dec 31, 2023	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.13%	6.3K	1.04M	-100	-1.56%
Dec 31, 2023	COMERICA BANK	0.13%	6.62K	1.1M	-2.12K	-24.21%
Dec 31, 2023	LONG RUN WEALTH ADVISORS, LLC	0.13%	6.73K	1.11M	-287	-4.09%
Dec 31, 2023		0.13%	6.75K	1.12M	6.75K	+100.00%
Dec 31, 2023	VAN HULZEN ASSET MANAGEMENT, LLC	0.13%	6.76K	1.12M	218	+3.33%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.14%	7.15K	1.18M	-63	-0.87%
Dec 31, 2023	ALBION FINANCIAL GROUP /UT	0.15%	7.79K	1.29M	0	0
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0.18%	9.28K	1.54M	-184	-1.94%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.19%	9.47K	1.57M	-1.15K	-10.80%
Dec 31, 2023	UNIVERSITY OF MARYLAND FOUNDATION, INC.	0.2%	10K	1.66M	0	0
Dec 31, 2023	GOULD ASSET MANAGEMENT LLC /CA/	0.2%	10.32K	1.71M	945	+10.08%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.21%	10.4K	1.72M	48	+0.46%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.22%	10.83K	1.79M	-1.97K	-15.37%
Dec 31, 2023	ROYAL BANK OF CANADA	0.24%	12.32K	2.04M	-7.71K	-38.50%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.25%	12.64K	2.09M	-84	-0.66%
Dec 31, 2023	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.27%	13.77K	2.28M	26	+0.19%
Dec 31, 2023	LPL FINANCIAL LLC	0.28%	14.02K	2.32M	-4	-0.03%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.31%	15.41K	2.55M	4.08K	+36.02%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.32%	15.97K	2.64M	-457	-2.78%
Dec 31, 2023	MORGAN STANLEY	3.88%	195.6K	32.37M	20.62K	+11.79%
Dec 31, 2023	CITADEL ADVISORS LLC	0.35%	17.43K	2.88M	-5.91K	-25.33%
Dec 31, 2023	CARTESIAN GROWTH CORP	0.38%	19.35K	3.2M	19.35K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.43%	21.78K	3.6M	-305	-1.38%
Dec 31, 2023	BSW WEALTH PARTNERS	0.47%	23.73K	3.93M	5	+0.02%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.51%	25.73K	4.26M	-1.92K	-6.94%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.59%	29.87K	4.94M	153	+0.51%
Dec 31, 2023	JANE STREET GROUP, LLC	0.77%	38.69K	6.4M	2.62K	+7.25%
Dec 31, 2023	FLOW TRADERS U.S. LLC	1%	50.53K	8.36M	-49.51K	-49.49%
Dec 31, 2023	UBS GROUP AG	1.2%	60.25K	9.97M	-11.05K	-15.49%
Dec 31, 2023	ASPIRIANT, LLC	1.72%	86.83K	14.37M	2.11K	+2.48%
Dec 31, 2023	JPMORGAN CHASE & CO	1.75%	88.05K	14.57M	30.24K	+52.32%
Dec 31, 2023	INVESTURE, LLC	1.98%	99.84K	16.52M	1.1K	+1.11%

CRBN Stock Ownership Breakdown

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Institutional Ownership

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