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

Who are the major shareholders selling iShares ESG Advanced MSCI EAFE ETF stock?

BLACKROCK, INC., in the last quarter, reduced its stake in DMXF by -7.89% restricting it's holding to 774.64 thousand shares of worth nearly $65.53M. PARK AVENUE SECURITIES LLC also lessened -2.53% of the DMXF shares from its portfolio, reducing its holding to 104.61 thousand shares of worth $8.85M. WESTFULLER ADVISORS, LLC also shunned DMXF shares holding by -0.78% last quarter which brought its holding to 32.13 thousand shares worth $2.72M.

Investors who are buying DMXF stock?

As per its latest 13F filing, VALUES ADDED FINANCIAL LLC increased its stake in DMXF by 1.34% in the last quarter. The institutional holder raised its holding to 107.95 thousand shares having worth more than $9.13M. BEACON POINTE ADVISORS, LLC also added 24.08% more shares of DMXF to its portfolio, raising its holding to 37.59 thousand shares of worth $3.18M. ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC also increased its DMXF shares holding by 7.41% which brought its holding to 35.59 thousand shares worth $3.01M.

DMXF's major insiders: who are they?

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

Did an insider recently sell DMXF stock?

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

Which insider recently purchased DMXF stock?

There have been 0 transaction(s) during the past 6-months in which iShares ESG Advanced MSCI EAFE ETF insiders have bought stock, totalling 0 shares

How much of DMXF does insiders own?

Around 0 iShares ESG Advanced MSCI EAFE ETF shares are held by insiders, which represents about N/A of DMXF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DMXF?

BLACKROCK, INC. is the largest institutional owner in DMXF which holds 774.64 thousand shares worth $65.53M or 5.38% of the total DMXF shares outstanding followed by VALUES ADDED FINANCIAL LLC with ownership of 107.95 thousand shares representing 0.75% of the DMXF ownership. PARK AVENUE SECURITIES LLC is the third largest stakeholder with 104.61 thousand shares or 0.73% of the ownership worth more than $8.85M.

Is iShares ESG Advanced MSCI EAFE 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 DMXF is concerned, it is a stock which is not optionable.

Is there a short position on DMXF's shares?

Number of DMXF 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 DMXF shares are there?

As of today, null shares of DMXF are outstanding.

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

DMXF 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 DMXF is null.

iShares ESG Advanced MSCI EAFE ETF (DMXF) 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. BLACKROCK, INC. is the top corporate investor, holding 774.64K shares valued at $65.53M. A 5.38% stake in iShares ESG Advanced MSCI EAFE ETF is owned by the company. VALUES ADDED FINANCIAL LLC owns 107.95K shares valued at $9.13M, which translates its holding of 0.75% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BLACKROCK, INC.	5.38%	774.64K	65.53M	-66.34K	-7.89%
Jun 30, 2026	VALUES ADDED FINANCIAL LLC	0.75%	107.95K	9.13M	1.43K	+1.34%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.73%	104.61K	8.85M	-2.72K	-2.53%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.26%	37.59K	3.18M	7.3K	+24.08%
Jun 30, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.25%	35.59K	3.01M	2.46K	+7.41%
Jun 30, 2026	ATWATER MALICK LLC	0.24%	34.84K	2.95M	1.64K	+4.94%
Jun 30, 2026	FIERA CAPITAL CORP	0.24%	34.32K	2.9M	0	0
Jun 30, 2026	WESTFULLER ADVISORS, LLC	0.22%	32.13K	2.72M	-254	-0.78%
Jun 30, 2026	ASSETMARK, INC	0.21%	30.95K	2.62M	1.56K	+5.29%
Jun 30, 2026	IMA WEALTH, INC.	5.71%	822.26K	69.5M	85.62K	+11.62%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	0.21%	30.83K	2.61M	59	+0.19%
Jun 30, 2026	ONE WEALTH ADVISORS, LLC	0.21%	30.15K	2.55M	745	+2.53%
Jun 30, 2026	JANE STREET GROUP, LLC	0.21%	30.12K	2.55M	10K	+49.74%
Jun 30, 2026	AVISE FINANCIAL COOPERATIVE, INC.	0.2%	28.21K	2.39M	21.48K	+319.06%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.19%	28.05K	2.37M	1.91K	+7.32%
Jun 30, 2026	JPMORGAN CHASE & CO	1.47%	211.77K	17.77M	1.08K	+0.51%
Jun 30, 2026	ALLWORTH FINANCIAL LP	1.25%	179.92K	15.22M	1.88K	+1.05%
Jun 30, 2026	BAILARD, INC.	0.75%	108.03K	9.14M	3.85K	+3.69%
Jun 30, 2026	INVERA WEALTH ADVISORS, LLC	0.47%	67.31K	5.69M	826	+1.24%
Jun 30, 2026	UBS GROUP AG	0.37%	53.99K	4.57M	-96	-0.18%
Jun 30, 2026	SOFI WEALTH, LLC	0.3%	43.13K	3.65M	9.54K	+28.41%
Jun 30, 2026	ATLANTIC PRIVATE WEALTH, LLC	0.3%	42.92K	3.63M	-1.27K	-2.88%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	22.17K	1.88M	943	+4.44%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.22%	22.06K	1.87M	3.82K	+20.95%
Jun 30, 2026	NORTHWEST & ETHICAL INVESTMENTS L.P.	23.66%	3.41M	288.45M	3.41M	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	7.75%	1.12M	94.49M	10.22K	+0.92%
Jun 30, 2026	LPL FINANCIAL LLC	2.89%	416.77K	35.26M	57.3K	+15.94%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.49%	214.57K	18.15M	2.32K	+1.09%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.22%	21.86K	1.85M	21.86K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.78%	113.05K	9.56M	1.95K	+1.76%
Jun 30, 2026	APELLA CAPITAL, LLC	0.53%	75.66K	6.34M	-61	-0.08%
Jun 30, 2026	REGATTA CAPITAL GROUP, LLC	0.49%	70.36K	5.95M	13.17K	+23.03%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.2%	20.2K	1.71M	1.68K	+9.09%
Jun 30, 2026	GOULD ASSET MANAGEMENT LLC /CA/	0.21%	20.67K	1.75M	0	0
Jun 30, 2026	ARCHER INVESTMENT MANAGEMENT, LLC	0.22%	21.61K	1.83M	-1.92K	-8.14%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.48%	69.21K	5.86M	13.38K	+23.96%
Jun 30, 2026	EQUITA FINANCIAL NETWORK, INC.	0.29%	42.43K	3.59M	3.01K	+7.63%
Jun 30, 2026	ALBION FINANCIAL GROUP /UT	0.27%	38.66K	3.27M	168	+0.44%
Jun 30, 2026	SEI INVESTMENTS CO	2.7%	389.78K	32.98M	15.8K	+4.22%
Jun 30, 2026	ADVISER INVESTMENTS LLC	1.06%	152.27K	12.88M	3.07K	+2.06%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.87%	125.36K	10.61M	-16.52K	-11.65%
Jun 30, 2026	ACCREDITED INVESTORS INC.	0.71%	101.69K	8.6M	17.06K	+20.16%
Jun 30, 2026		0.57%	56.7K	4.8M	6.04K	+11.93%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.27%	26.97K	2.28M	3.09K	+12.92%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.52%	75.43K	6.37M	46.93K	+164.70%
Jun 30, 2026	ROYAL BANK OF CANADA	0.41%	59.39K	5.02M	10.89K	+22.46%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.38%	54.84K	4.64M	7.78K	+16.52%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.27%	38.31K	3.24M	38.31K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	35.68K	3.02M	6.13K	+20.75%
Jun 30, 2026	BALANCED ROCK INVESTMENT ADVISOR	0.44%	62.99K	5.33M	656	+1.05%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.48%	68.59K	5.8M	5.03K	+7.91%
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.34%	48.44K	4.1M	-602	-1.23%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.3%	43.72K	3.65M	0	0
Jun 30, 2026	FMR LLC	0.29%	42.39K	3.59M	-937	-2.16%
Jun 30, 2026	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	1.71%	245.7K	20.79M	8.37K	+3.53%
Jun 30, 2026	SEEDSAFE FINANCIAL LLC	0.39%	56.7K	4.8M	6.04K	+11.93%
Jun 30, 2026	DECKER RETIREMENT PLANNING INC.	0.27%	39.44K	3.34M	5.18K	+15.12%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.27%	39.28K	3.32M	1.28K	+3.37%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.26%	26.09K	2.21M	721	+2.84%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.23%	23.47K	1.99M	32	+0.14%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	23.29K	1.97M	2.1K	+9.92%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	23K	1.95M	876	+3.96%
Mar 31, 2026	APELLA CAPITAL, LLC	0.76%	75.72K	6.22M	75.72K	+100.00%
Mar 31, 2026	GOULD ASSET MANAGEMENT LLC /CA/	0.2%	20.67K	1.56M	1.22K	+6.27%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	21.19K	1.6M	12.4K	+141.10%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	21.23K	1.6M	929	+4.58%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	22.12K	1.67M	-760	-3.32%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.23%	23.43K	1.77M	11.69K	+99.51%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.49%	49.04K	3.7M	1.24K	+2.59%
Mar 31, 2026	ROYAL BANK OF CANADA	0.48%	48.49K	3.66M	8.65K	+21.71%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.47%	47.07K	3.61M	18.23K	+63.19%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.44%	43.72K	3.35M	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.24%	23.88K	1.8M	3.06K	+14.70%
Mar 31, 2026	ARCHER INVESTMENT MANAGEMENT, LLC	0.24%	23.53K	1.78M	23.53K	+100.00%
Mar 31, 2026	XY PLANNING NETWORK, INC.	0.25%	24.82K	1.9M	796	+3.31%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.26%	26.14K	1.97M	-1.34K	-4.87%
Mar 31, 2026	SOFI WEALTH, LLC	0.34%	33.59K	2.53M	6.32K	+23.18%
Mar 31, 2026	FIERA CAPITAL CORP	0.34%	34.32K	2.59M	4K	+13.19%
Mar 31, 2026	UBS GROUP AG	0.54%	54.09K	4.08M	-1.32K	-2.39%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.74%	74.51K	5.62M	74.51K	+100.00%
Mar 31, 2026	FINANCIAL CONNECTIONS GROUP, INC.	0.75%	75.28K	5.68M	-1.89K	-2.45%
Mar 31, 2026	ASSETMARK, INC	0.29%	29.4K	2.22M	27.36K	+1,343.86%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	29.55K	2.23M	-314	-1.05%
Mar 31, 2026	ONE WEALTH ADVISORS, LLC	0.29%	29.41K	2.22M	15.1K	+105.49%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.3%	30.3K	2.29M	15.34K	+102.50%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.31%	30.77K	2.32M	2.47K	+8.71%
Mar 31, 2026	DECKER RETIREMENT PLANNING INC.	0.34%	34.26K	2.58M	3.09K	+9.91%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.38%	38K	2.87M	31.59K	+493.35%
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	0.38%	38.49K	2.9M	49	+0.13%
Mar 31, 2026	EQUITA FINANCIAL NETWORK, INC.	0.39%	39.42K	2.97M	998	+2.60%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.55%	55.48K	4.19M	55.48K	+100.00%
Mar 31, 2026	CWM, LLC	0.56%	55.68K	4.2M	7.11K	+14.65%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.56%	55.83K	4.21M	44.99K	+414.74%
Mar 31, 2026	REGATTA CAPITAL GROUP, LLC	0.57%	57.19K	4.32M	2.92K	+5.38%
Mar 31, 2026	ACCREDITED INVESTORS INC.	0.84%	84.63K	6.39M	1.22K	+1.46%
Mar 31, 2026	BAILARD, INC.	1.04%	104.18K	7.86M	14.32K	+15.93%
Mar 31, 2026	VALUES ADDED FINANCIAL LLC	1.06%	106.52K	8.04M	10.56K	+11.00%
Mar 31, 2026	FMR LLC	0.43%	43.33K	3.27M	2.63K	+6.47%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	28.49K	2.12M	-1.07K	-3.61%
Mar 31, 2026	SEI INVESTMENTS CO	3.73%	373.98K	28.22M	16.42K	+4.59%
Mar 31, 2026	IMA WEALTH, INC.	7.35%	736.64K	55.53M	3.66K	+0.50%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	1.07%	107.33K	8.1M	107.33K	+100.00%
Mar 31, 2026	ARJUNA CAPITAL	0.31%	31.08K	2.34M	1.84K	+6.29%
Mar 31, 2026	WESTFULLER ADVISORS, LLC	0.32%	32.38K	2.44M	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.33%	33.05K	2.49M	1.03K	+3.21%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.33%	33.14K	2.5M	19.13K	+136.50%
Mar 31, 2026	ATWATER MALICK LLC	0.33%	33.2K	2.51M	930	+2.88%
Mar 31, 2026	ATLANTIC PRIVATE WEALTH, LLC	0.44%	44.19K	3.33M	2.17K	+5.15%
Mar 31, 2026	BALANCED ROCK INVESTMENT ADVISOR	0.62%	62.33K	4.7M	307	+0.49%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.63%	63.56K	4.8M	1.12K	+1.79%
Mar 31, 2026	INVERA WEALTH ADVISORS, LLC	0.66%	66.49K	5.02M	1.17K	+1.78%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.11%	111.1K	8.38M	71.03K	+177.24%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.42%	141.88K	10.7M	88.5K	+165.78%
Mar 31, 2026	ADVISER INVESTMENTS LLC	1.49%	149.2K	11.26M	4.09K	+2.82%
Mar 31, 2026	ALLWORTH FINANCIAL LP	1.78%	178.04K	13.43M	1.12K	+0.63%
Mar 31, 2026	JPMORGAN CHASE & CO	2.1%	210.68K	15.36M	147.89K	+235.51%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.12%	212.25K	16.01M	212.25K	+100.00%
Mar 31, 2026		0.5%	50.66K	3.82M	7.7K	+17.91%
Mar 31, 2026	LPL FINANCIAL LLC	3.59%	359.46K	27.12M	274.43K	+322.74%
Mar 31, 2026	BLACKROCK, INC.	8.39%	840.98K	63.45M	-3.8K	-0.45%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	11.05%	1.11M	83.5M	1.09M	+7,839.20%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	23.79K	1.79M	892	+3.90%
Dec 31, 2025	XY PLANNING NETWORK, INC.	0.29%	24.02K	1.81M	3.18K	+15.27%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	25.2K	1.89M	285	+1.14%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.36%	29.56K	2.22M	26.83K	+982.78%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.33%	27.48K	2.07M	-847	-2.99%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.38%	32.03K	2.41M	-2.26K	-6.60%
Dec 31, 2025	ATWATER MALICK LLC	0.39%	32.27K	2.43M	455	+1.43%
Dec 31, 2025	WESTFULLER ADVISORS, LLC	0.39%	32.38K	2.43M	1.05K	+3.35%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.4%	33.01K	2.48M	32.11K	+3,551.44%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.48%	40.07K	3.01M	751	+1.91%
Dec 31, 2025	FMR LLC	0.49%	40.7K	3.06M	-3.82K	-8.58%
Dec 31, 2025	CWM, LLC	0.58%	48.56K	3.65M	2.21K	+4.76%
Dec 31, 2025	SEI INVESTMENTS CO	4.32%	357.56K	26.87M	30.11K	+9.19%
Dec 31, 2025	REGATTA CAPITAL GROUP, LLC	0.66%	54.27K	4.08M	4.65K	+9.36%
Dec 31, 2025	UBS GROUP AG	0.66%	55.41K	4.16M	547	+1.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.7%	58.32K	4.38M	-160.86K	-73.39%
Dec 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.94%	77.17K	5.8M	771	+1.01%
Dec 31, 2025	ACCREDITED INVESTORS INC.	1.02%	83.41K	6.27M	3.71K	+4.66%
Dec 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.22%	18.24K	1.37M	993	+5.76%
Dec 31, 2025	FIRST PACIFIC FINANCIAL	0.24%	19.33K	1.45M	-742	-3.70%
Dec 31, 2025	LPL FINANCIAL LLC	1.02%	85.03K	6.39M	24.87K	+41.33%
Dec 31, 2025	VALUES ADDED FINANCIAL LLC	1.17%	95.97K	7.21M	6.93K	+7.78%
Dec 31, 2025	ADVISER INVESTMENTS LLC	1.75%	145.11K	10.91M	14.64K	+11.22%
Dec 31, 2025	ALLWORTH FINANCIAL LP	2.16%	176.92K	13.3M	-2.16K	-1.21%
Dec 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	2.84%	233.15K	17.52M	6.43K	+2.84%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.17%	14.01K	1.05M	0	0
Dec 31, 2025	ONE WEALTH ADVISORS, LLC	0.17%	14.31K	1.08M	-2.62K	-15.47%
Dec 31, 2025	JANE STREET GROUP, LLC	0.24%	19.74K	1.48B	-47.89K	-70.81%
Dec 31, 2025	ROYAL BANK OF CANADA	0.48%	39.84K	3M	-3.69K	-8.47%
Dec 31, 2025	IMA WEALTH, INC.	8.79%	732.98K	55.04M	1.58K	+0.22%
Dec 31, 2025	BLACKROCK, INC.	10.11%	844.78K	63.49M	22.76K	+2.77%
Dec 31, 2025	SHOTWELL RUTTER BAER INC	0.24%	19.62K	1.51M	272	+1.41%
Dec 31, 2025	OPES WEALTH MANAGEMENT LLC	0.24%	19.97K	1.5M	150	+0.76%
Dec 31, 2025	BAILARD, INC.	1.1%	89.86K	6.75M	11.45K	+14.60%
Dec 31, 2025		2.85%	235.79K	17.72M	235.79K	+100.00%
Dec 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.47%	38.42K	2.89M	1.08K	+2.88%
Dec 31, 2025	ARJUNA CAPITAL	0.36%	29.24K	2.2M	0	0
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	0.47%	38.45K	2.89M	-1.2K	-3.02%
Dec 31, 2025	SOFI WEALTH, LLC	0.33%	27.27K	2.05M	4.84K	+21.59%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.34%	28.31K	2.13M	25.62K	+952.70%
Dec 31, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.75%	62.02K	4.66M	357	+0.58%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.76%	62.45K	4.69M	-6.21K	-9.05%
Dec 31, 2025	JPMORGAN CHASE & CO	0.77%	62.8K	4.72M	-6.22K	-9.02%
Dec 31, 2025	INVERA WEALTH ADVISORS, LLC	0.8%	65.32K	4.91M	-1.36K	-2.04%
Dec 31, 2025	WARNER FINANCIAL, INC	0.19%	15.32K	1.15M	1.31K	+9.37%
Dec 31, 2025	FIGURE 8 INVESTMENT STRATEGIES LLC	0.2%	16.35K	1.23M	6.13K	+59.97%
Dec 31, 2025	PLANCORP, LLC	0.22%	18.16K	1.37M	0	0
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.35%	28.84K	2.17M	8.54K	+42.04%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	29.86K	2.24M	-3.25K	-9.82%
Dec 31, 2025	FIERA CAPITAL CORP	0.36%	30.32K	2.28M	5.3K	+21.19%
Dec 31, 2025	DECKER RETIREMENT PLANNING INC.	0.38%	31.17K	2.34M	2.8K	+9.86%
Dec 31, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.5%	42.02K	3.16M	15	+0.04%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.53%	43.72K	3.28M	0	0
Dec 31, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.56%	45.61K	3.43M	-2.03K	-4.27%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.58%	47.8K	3.59M	3.92K	+8.93%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	53.38K	4.01M	-4.35K	-7.53%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	20.3K	1.53M	-7.69K	-27.47%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.25%	20.82K	1.56M	1.83K	+9.64%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.27%	22.88K	1.72M	1.04K	+4.78%
Sep 30, 2025	SHOTWELL RUTTER BAER INC	0.21%	19.35K	1.49M	1.94K	+11.12%
Sep 30, 2025	UBS GROUP AG	0.61%	54.86K	4.16M	-5.27K	-8.76%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.88%	79.7K	6.04M	-96	-0.12%
Sep 30, 2025	BAILARD, INC.	0.87%	78.42K	5.94M	7.59K	+10.72%
Sep 30, 2025	JPMORGAN CHASE & CO	0.77%	69.02K	5.23M	-133.86K	-65.98%
Sep 30, 2025	INVERA WEALTH ADVISORS, LLC	0.74%	66.68K	5.05M	-904	-1.34%
Sep 30, 2025	CITADEL ADVISORS LLC	0.69%	61.97K	4.69M	61.97K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	57.73K	4.37M	57.73K	+100.00%
Sep 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.53%	47.65K	3.61M	1.55K	+3.36%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.48%	43.72K	3.34M	0	0
Sep 30, 2025	WESTFULLER ADVISORS, LLC	0.35%	31.33K	2.37M	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.31%	28.33K	2.15M	-612	-2.11%
Sep 30, 2025	FIERA CAPITAL CORP	0.28%	25.02K	1.89M	-18.49K	-42.50%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.25%	22.9K	1.73M	229	+1.01%
Sep 30, 2025	ROYAL BANK OF CANADA	0.48%	43.53K	3.3M	-88	-0.20%
Sep 30, 2025	BLACKROCK, INC.	9.12%	822.02K	62.26M	-24.91K	-2.94%
Sep 30, 2025	IMA WEALTH, INC.	8.11%	731.4K	55.34M	7	0.00%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.19%	17.25K	1.31M	-80	-0.46%
Sep 30, 2025	ONE WEALTH ADVISORS, LLC	0.19%	16.93K	1.28M	-21.08K	-55.47%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.16%	14.01K	1.06M	-370	-2.57%
Sep 30, 2025	WARNER FINANCIAL, INC	0.16%	14.01K	1.06M	891	+6.79%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	13.61K	1.03M	-10.24K	-42.93%
Sep 30, 2025	ALLY INVEST ADVISORS INC.	0.15%	13.41K	1.02M	984	+7.92%
Sep 30, 2025	FINANCIAL ADVISORS, LLC	0.15%	13.4K	1.01M	0	0
Sep 30, 2025	VERITY WEALTH ADVISORS	0.15%	13.27K	1M	0	0
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.13%	12.14K	919.66K	-8.22K	-40.37%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.13%	11.51K	871.95K	2.34K	+25.53%
Sep 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.85%	76.4K	5.79M	853	+1.13%
Sep 30, 2025	REGATTA CAPITAL GROUP, LLC	0.55%	49.63K	3.76M	1.47K	+3.05%
Sep 30, 2025	CWM, LLC	0.51%	46.36K	3.51M	9.08K	+24.37%
Sep 30, 2025	SEI INVESTMENTS CO	3.63%	327.45K	24.8M	45.35K	+16.08%
Sep 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	2.51%	226.72K	17.11M	-4.57K	-1.97%
Sep 30, 2025	FLOW TRADERS U.S. LLC	2.43%	219.18K	16.6M	110.83K	+102.28%
Sep 30, 2025	ALLWORTH FINANCIAL LP	1.99%	179.08K	13.56M	-12.71K	-6.63%
Sep 30, 2025	MORGAN STANLEY	1%	90.43K	6.85M	84.05K	+1,315.91%
Sep 30, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.68%	61.67K	4.67M	801	+1.32%
Sep 30, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.47%	42.01K	3.18M	10	+0.02%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	39.32K	2.98M	-81.5K	-67.46%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.28%	24.91K	1.89M	-5.25K	-17.39%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.26%	23.47K	1.78M	-4.23K	-15.25%
Sep 30, 2025	SOFI WEALTH, LLC	0.25%	22.43K	1.7M	6.66K	+42.21%
Sep 30, 2025	ADVISER INVESTMENTS LLC	1.45%	130.47K	9.88M	1.3K	+1.00%
Sep 30, 2025	VALUES ADDED FINANCIAL LLC	0.99%	89.04K	6.74M	13.16K	+17.34%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.38%	34.29K	2.6M	927	+2.78%
Sep 30, 2025	BAILLIE GIFFORD & CO	0.39%	35.4K	2.68M	35.4K	+100.00%
Sep 30, 2025	ATWATER MALICK LLC	0.35%	31.82K	2.41M	540	+1.73%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	33.11K	2.49M	-693	-2.05%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	27.98K	2.12M	-2.53K	-8.28%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.23%	20.31K	1.54M	2.25K	+12.46%
Sep 30, 2025	FIRST PACIFIC FINANCIAL	0.22%	20.07K	1.52M	-5.27K	-20.80%
Sep 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.41%	37.35K	2.83M	-185	-0.49%
Sep 30, 2025	XY PLANNING NETWORK, INC.	0.23%	20.84K	1.55M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.76%	68.66K	5.2M	681	+1.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.67%	60.16K	4.56M	-284.25K	-82.53%
Sep 30, 2025	ARJUNA CAPITAL	0.32%	29.24K	2.21M	20.5K	+234.53%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	23.4K	1.77M	-1.44M	-98.40%
Sep 30, 2025	FMR LLC	0.49%	44.52K	3.37M	-4.37K	-8.95%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.49%	43.88K	3.32M	259	+0.59%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0.44%	39.64K	3M	18	+0.05%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.25%	22.55K	1.52M	1.47K	+6.98%
Sep 30, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.22%	19.45K	1.47M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.21%	18.99K	1.44M	2.59K	+15.82%
Sep 30, 2025	PLANCORP, LLC	0.2%	18.16K	1.38M	0	0
Sep 30, 2025	DECKER RETIREMENT PLANNING INC.	0.31%	28.37K	2.15M	-1.54K	-5.16%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	21.84K	1.65M	778	+3.69%
Sep 30, 2025	JANE STREET GROUP, LLC	0.75%	67.63K	5.12M	-7.48K	-9.95%
Jun 30, 2025	INVERA WEALTH ADVISORS, LLC	0.64%	67.59K	5.03M	-1.44K	-2.09%
Jun 30, 2025	UBS GROUP AG	0.57%	60.13K	4.48M	5.48K	+10.03%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.64%	67.98K	5.06M	-1.86K	-2.66%
Jun 30, 2025	JANE STREET GROUP, LLC	0.71%	75.11K	5.59M	-39.61K	-34.53%
Jun 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.71%	75.55K	5.62M	-721	-0.95%
Jun 30, 2025	VALUES ADDED FINANCIAL LLC	0.72%	75.88K	5.65M	14.02K	+22.66%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.14%	120.82K	8.99M	13.72K	+12.81%
Jun 30, 2025	JPMORGAN CHASE & CO	1.91%	202.87K	15.1M	-5.26K	-2.53%
Jun 30, 2025	SEI INVESTMENTS CO	2.66%	282.1K	21M	27.89K	+10.97%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	22.67K	1.69M	-1.25K	-5.23%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	23.85K	1.78M	5.49K	+29.90%
Jun 30, 2025	PARKSIDE ADVISORS LLC	0.23%	24.7K	1.84M	0	0
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.24%	25.11K	1.87M	-69.52K	-73.46%
Jun 30, 2025	DECKER RETIREMENT PLANNING INC.	0.28%	29.91K	2.23M	29.84K	+38,251.28%
Jun 30, 2025	WESTFULLER ADVISORS, LLC	0.3%	31.33K	2.33M	485	+1.57%
Jun 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.43%	46.1K	3.43M	3.57K	+8.39%
Jun 30, 2025	FIRST PACIFIC FINANCIAL	0.24%	25.34K	1.89M	-2.67K	-9.52%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	33.8K	2.47M	11.48K	+51.39%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.26%	27.7K	2.06M	269	+0.98%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.27%	28.94K	2.15M	163	+0.57%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	29.14K	2.17M	742	+2.61%
Jun 30, 2025		0.28%	29.91K	2.23M	29.84K	+38,251.28%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.28%	30.16K	2.24M	-2K	-6.21%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	30.51K	2.27M	-937	-2.98%
Jun 30, 2025	BAILARD, INC.	0.67%	70.82K	5.27M	70.82K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	3.25%	344.42K	25.64M	35.77K	+11.59%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.41%	43.62K	3.25M	979	+2.30%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.41%	43.72K	3.24M	0	0
Jun 30, 2025	REGATTA CAPITAL GROUP, LLC	0.45%	48.16K	3.58M	20.74K	+75.65%
Jun 30, 2025	FMR LLC	0.46%	48.89K	3.64M	-2.56K	-4.98%
Jun 30, 2025	IMA WEALTH, INC.	6.9%	731.39K	54.4M	-21.46K	-2.85%
Jun 30, 2025	BLACKROCK, INC.	7.99%	846.93K	63.05M	-62.12K	-6.83%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	13.76%	1.46M	108.62M	-30.83K	-2.07%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.75%	79.79K	5.94M	6.74K	+9.23%
Jun 30, 2025	ALLWORTH FINANCIAL LP	1.81%	191.79K	14.28M	2.06K	+1.09%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.8%	85.29K	6.35M	-1.82K	-2.09%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.02%	108.35K	8.07M	-71.27K	-39.68%
Jun 30, 2025	ADVISER INVESTMENTS LLC	1.22%	129.18K	9.62M	30.9K	+31.44%
Jun 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	2.18%	231.28K	17.23M	-444	-0.19%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.84%	300.91K	22.4M	-36.52K	-10.82%
Jun 30, 2025	ATWATER MALICK LLC	0.29%	31.28K	2.33M	1.74K	+5.88%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.31%	33.36K	2.48M	516	+1.57%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	35.08K	2.61M	6.72K	+23.71%
Jun 30, 2025	ASSETMARK, INC	0.34%	36.44K	2.71M	880	+2.47%
Jun 30, 2025	ONE WEALTH ADVISORS, LLC	0.36%	38.01K	2.83M	-985	-2.53%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0.37%	39.62K	2.95M	96	+0.24%
Jun 30, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.4%	42K	3.13M	9	+0.02%
Jun 30, 2025	FIERA CAPITAL CORP	0.41%	43.51K	3.24M	3.9K	+9.85%
Jun 30, 2025	ROYAL BANK OF CANADA	0.41%	43.62K	3.25M	-867	-1.95%
Jun 30, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.57%	60.87K	4.53M	-4.39K	-6.73%
Jun 30, 2025	CWM, LLC	0.35%	37.27K	2.78M	33.02K	+775.59%
Jun 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.16%	17.33K	1.29M	-120	-0.69%
Jun 30, 2025	SHOTWELL RUTTER BAER INC	0.16%	17.41K	1.3M	46	+0.26%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.17%	17.52K	1.3M	2.16K	+14.05%
Jun 30, 2025	PLANCORP, LLC	0.17%	18.16K	1.35M	0	0
Jun 30, 2025	SHARKEY, HOWES & JAVER	0.17%	18.31K	1.36M	380	+2.12%
Jun 30, 2025	DOHJ, LLC	0.18%	18.78K	1.28M	-11.63K	-38.23%
Jun 30, 2025	GOULD ASSET MANAGEMENT LLC /CA/	0.18%	19.45K	1.45M	0	0
Jun 30, 2025	OPES WEALTH MANAGEMENT LLC	0.19%	19.76K	1.47M	-1.49K	-7.01%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.19%	19.79K	1.47M	19.79K	+100.00%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.19%	20.36K	1.52M	-246	-1.19%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	20.59K	1.53M	-1.47K	-6.64%
Jun 30, 2025	XY PLANNING NETWORK, INC.	0.2%	20.84K	1.55M	-1.2K	-5.46%
Jun 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.2%	21.04K	1.57M	-897	-4.09%
Jun 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.35%	37.53K	2.79M	-3.81K	-9.22%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.9%	94.63K	6.46M	-23.4K	-19.82%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.93%	98.27K	6.62M	-3.29K	-3.24%
Mar 31, 2025	ASSETMARK, INC	0.34%	35.56K	2.39M	-18.54K	-34.27%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.41%	43.72K	2.93M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	44.49K	3M	-8.05K	-15.32%
Mar 31, 2025	UBS GROUP AG	0.52%	54.65K	3.68M	-5.85K	-9.67%
Mar 31, 2025	PARKSIDE ADVISORS LLC	0.23%	24.7K	1.66M	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	28.36K	1.91M	-13.49K	-32.23%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.27%	28.78K	1.93M	210	+0.74%
Mar 31, 2025	ATWATER MALICK LLC	0.28%	29.54K	1.99M	7.5K	+34.04%
Mar 31, 2025	ONE WEALTH ADVISORS, LLC	0.37%	39K	2.63M	-18.78K	-32.51%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.4%	42.64K	2.87M	1.57K	+3.83%
Mar 31, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.62%	65.26K	4.39M	-6.88K	-9.54%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.26%	27.71K	1.87M	-26.09K	-48.50%
Mar 31, 2025	FIRST PACIFIC FINANCIAL	0.27%	28.01K	1.89M	-1.85K	-6.18%
Mar 31, 2025	DOHJ, LLC	0.29%	30.41K	2.05M	2.76K	+9.99%
Mar 31, 2025		0.29%	30.85K	2.08M	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	31.45K	2.12M	-689	-2.14%
Mar 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	2.19%	231.73K	15.67M	-1.6K	-0.68%
Mar 31, 2025	SEI INVESTMENTS CO	2.41%	254.21K	17.12M	32.97K	+14.90%
Mar 31, 2025	LPL FINANCIAL LLC	2.92%	308.65K	20.78M	-116.55K	-27.41%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	3.19%	337.43K	22.72M	-353.63K	-51.17%
Mar 31, 2025	IMA WEALTH, INC.	7.13%	752.86K	50.66M	-27.04K	-3.47%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	14.1%	1.49M	100.33M	-830.94K	-35.80%
Mar 31, 2025	BLACKROCK, INC.	8.61%	909.04K	61.21M	13.48K	+1.51%
Mar 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.39%	41.34K	2.78M	4.18K	+11.24%
Mar 31, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.4%	41.99K	2.83M	25	+0.06%
Mar 31, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.4%	42.53K	2.86M	238	+0.56%
Mar 31, 2025	FMR LLC	0.49%	51.45K	3.46M	-355	-0.69%
Mar 31, 2025	VALUES ADDED FINANCIAL LLC	0.59%	61.86K	4.17M	5.99K	+10.72%
Mar 31, 2025	INVERA WEALTH ADVISORS, LLC	0.65%	69.03K	4.65M	-1.07K	-1.52%
Mar 31, 2025	ACCREDITED INVESTORS INC.	0.69%	73.05K	4.92M	13.78K	+23.25%
Mar 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.72%	76.27K	5.14M	10.49K	+15.95%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.82%	87.11K	5.87M	-39.04K	-30.95%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.01%	107.1K	7.21M	-34.12K	-24.16%
Mar 31, 2025	JANE STREET GROUP, LLC	1.09%	114.72K	7.73M	83.97K	+273.00%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	1.31%	138.54K	9.33M	-71.33K	-33.99%
Mar 31, 2025	FLOW TRADERS U.S. LLC	1.7%	179.62K	12.1M	179.62K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	1.8%	189.73K	13.05M	-6.66K	-3.39%
Mar 31, 2025	JPMORGAN CHASE & CO	1.97%	208.13K	14.02M	-85.77K	-29.18%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	32.57K	2.19M	-23.3K	-41.70%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.31%	32.85K	2.21M	1.8K	+5.80%
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	0.37%	39.53K	2.66M	13.23K	+50.31%
Mar 31, 2025	FIERA CAPITAL CORP	0.37%	39.61K	2.67M	9.01K	+29.45%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.66%	69.84K	4.7M	3.75K	+5.67%
Mar 31, 2025	REGATTA CAPITAL GROUP, LLC	0.26%	27.42K	1.85M	-14.22K	-34.16%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.26%	27.43K	1.85M	-2.31K	-7.76%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	28.4K	1.91M	-11.58K	-28.97%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	32.15K	2.17M	32.15K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.89%	94.33K	6.35M	94.33K	+100.00%

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