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

Who are the major shareholders selling iShares Select Dividend ETF stock?

AMERIPRISE FINANCIAL INC, in the last quarter, reduced its stake in DVY by -2.18% restricting it's holding to 492.69 thousand shares of worth nearly $77.18M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -2.9% of the DVY shares from its portfolio, reducing its holding to 573.4 thousand shares of worth $89.62M. MARINER, LLC also shunned DVY shares holding by -19.63% last quarter which brought its holding to 318.24 thousand shares worth $49.78M.

Investors who are buying DVY stock?

As per its latest 13F filing, HUNTINGTON NATIONAL BANK increased its stake in DVY by 0.32% in the last quarter. The institutional holder raised its holding to 330.48 thousand shares having worth more than $51.65M. ADVISOR GROUP HOLDINGS, INC. also added 2.54% more shares of DVY to its portfolio, raising its holding to 497.66 thousand shares of worth $77.82M. CETERA INVESTMENT ADVISERS also increased its DVY shares holding by 5.98% which brought its holding to 572.2 thousand shares worth $89.44M.

DVY's major insiders: who are they?

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

Did an insider recently sell DVY stock?

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

Which insider recently purchased DVY stock?

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

How much of DVY does insiders own?

Around 0 iShares Select Dividend ETF shares are held by insiders, which represents about N/A of DVY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DVY?

HUNTINGTON NATIONAL BANK is the largest institutional owner in DVY which holds 330.48 thousand shares worth $51.65M or 0.23% of the total DVY shares outstanding followed by AMERIPRISE FINANCIAL INC with ownership of 492.69 thousand shares representing 0.34% of the DVY ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 497.66 thousand shares or 0.34% of the ownership worth more than $77.82M.

Is iShares Select Dividend 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 DVY is concerned, it is a stock which is optionable.

Is there a short position on DVY's shares?

Number of DVY 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 DVY shares are there?

As of today, null shares of DVY are outstanding.

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

DVY 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 DVY is null.

iShares Select Dividend ETF (DVY) 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. HUNTINGTON NATIONAL BANK is the top corporate investor, holding 330.48K shares valued at $51.65M. A 0.23% stake in iShares Select Dividend ETF is owned by the company. AMERIPRISE FINANCIAL INC owns 492.69K shares valued at $77.18M, which translates its holding of 0.34% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0.23%	330.48K	51.65M	1.07K	+0.32%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.34%	492.69K	77.18M	-10.98K	-2.18%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.34%	497.66K	77.82M	12.35K	+2.54%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.39%	572.2K	89.44M	32.28K	+5.98%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	573.4K	89.62M	-17.14K	-2.90%
Jun 30, 2026	FIFTH THIRD BANCORP	0.45%	658.94K	102.99M	13.26K	+2.05%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.55%	797.35K	124.63M	28.86K	+3.75%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.22%	315.36K	49.29M	3.54K	+1.13%
Jun 30, 2026	MARINER, LLC	0.22%	318.24K	49.78M	-77.72K	-19.63%
Jun 30, 2026	UBS GROUP AG	0.76%	1.11M	173M	-56.75K	-4.88%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.1%	148.38K	23.19M	2.62K	+1.79%
Jun 30, 2026	MILLER HOWARD INVESTMENTS INC /NY	0.1%	150.23K	23.48M	-33.95K	-18.43%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	160.09K	24.31M	-3.2K	-1.96%
Jun 30, 2026		0.21%	307.31K	48.03M	7.31K	+2.44%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.11%	162.88K	25.46M	57.18K	+54.09%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.11%	167.18K	26.13M	1.83K	+1.11%
Jun 30, 2026	MYDA ADVISORS LLC	0.12%	175K	27.35M	-85K	-32.69%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.12%	179.19K	28.01M	-2.31K	-1.27%
Jun 30, 2026	ELLIS INVESTMENT PARTNERS, LLC	0.13%	184.5K	28.84M	-5.2K	-2.74%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.13%	186.08K	29.08M	6.17K	+3.43%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	187.54K	29.31M	10.79K	+6.10%
Jun 30, 2026	OLISTICO WEALTH, LLC	0.13%	188.21K	289.62K	186.34K	+9,921.99%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.14%	199.54K	31.19M	64.4K	+47.66%
Jun 30, 2026	FMR LLC	0.14%	202.53K	31.66M	8.78K	+4.53%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	240.14K	37.53M	1.36K	+0.57%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.17%	242.44K	37.89M	-464	-0.19%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.17%	249.1K	38.93M	35.25K	+16.48%
Jun 30, 2026	HOWARD CAPITAL MANAGEMENT INC.	0.69%	1.01M	158.09M	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	0.75%	1.09M	169.71M	-13.26K	-1.21%
Jun 30, 2026	JPMORGAN CHASE & CO	1.1%	1.61M	253.87M	71.05K	+4.62%
Jun 30, 2026	LPL FINANCIAL LLC	1.28%	1.86M	290.99M	69.97K	+3.91%
Jun 30, 2026	NORTHERN TRUST CORP	2.12%	3.08M	481.4M	-26.7K	-0.86%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	2.38%	3.46M	541.22M	-44.05K	-1.26%
Jun 30, 2026	MORGAN STANLEY	4.51%	6.57M	1.03B	50.56K	+0.78%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.41%	592.14K	92.55M	-100.55K	-14.52%
Jun 30, 2026	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.45%	651.37K	101.81M	-2.58K	-0.39%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	849.7K	132.81M	722K	+565.39%
Jun 30, 2026	US BANCORP \DE\	0.75%	1.09M	169.75M	-17.07K	-1.55%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.84%	1.23M	192.1M	44.52K	+3.76%
Jun 30, 2026	ROYAL BANK OF CANADA	1.85%	2.7M	421.66M	-48.68K	-1.77%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.65%	3.87M	604.2M	57.44K	+1.51%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.82%	7.02M	1.1B	-1.05M	-12.99%
Jun 30, 2026	LBMC INVESTMENT ADVISORS, LLC	0.16%	231.26K	36.15M	550	+0.24%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	299.01K	46.73M	-113.59K	-27.53%
Jun 30, 2026	STERLING INVESTMENT ADVISORS, LTD.	0.21%	305.31K	23.51M	39.31K	+14.78%
Jun 30, 2026	ASSETMARK, INC	0.15%	219.48K	34.31M	-1.01K	-0.46%
Jun 30, 2026	GLENMEDE TRUST CO NA	0.17%	249.3K	38.97M	7.17K	+2.96%
Jun 30, 2026	M&T BANK CORP	0.17%	251.47K	39.3M	-2.31K	-0.91%
Jun 30, 2026	MOMENT PARTNERS, LLC	0.19%	270.06K	42.21M	11.23K	+4.34%
Jun 30, 2026	COLONY GROUP, LLC	0.33%	478.07K	74.74M	12.37K	+2.66%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.39%	562.23K	87.88M	10.85K	+1.97%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.08%	1.58M	246.33M	88.83K	+5.97%
Jun 30, 2026	CREATIVE PLANNING	0.22%	318.44K	49.77M	869	+0.27%
Jun 30, 2026	PINNACLE FINANCIAL PARTNERS, INC.	0.21%	307.31K	48.03M	7.31K	+2.44%
Jun 30, 2026	COMMERCE BANK	0.19%	275.34K	43.04M	-5.43K	-1.93%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.19%	276.59K	43.23M	-6.88K	-2.43%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.09%	1.59M	248.37M	-19.93K	-1.24%
Jun 30, 2026	AMG NATIONAL TRUST BANK	0.22%	320.54K	50.1M	6.6K	+2.10%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.22%	325.89K	50.94M	-5.6K	-1.69%
Mar 31, 2026	ASSETMARK, INC	0.15%	220.49K	33.38M	-2.62K	-1.17%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.01%	1.49M	225.21M	85.82K	+6.12%
Mar 31, 2026	AMG NATIONAL TRUST BANK	0.21%	313.95K	47.53M	8.81K	+2.89%
Mar 31, 2026	CREATIVE PLANNING	0.22%	317.57K	48.08M	8.97K	+2.91%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.1%	1.61M	243.62M	-86.72K	-5.11%
Mar 31, 2026	LPL FINANCIAL LLC	1.22%	1.79M	271.29M	2.31K	+0.13%
Mar 31, 2026	ROYAL BANK OF CANADA	1.87%	2.75M	415.84M	-327.34K	-10.65%
Mar 31, 2026	NORTHERN TRUST CORP	2.11%	3.11M	470.38M	50.83K	+1.66%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	2.39%	3.51M	530.95M	-47.19K	-1.33%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.59%	3.81M	576.6M	272	+0.01%
Mar 31, 2026	MORGAN STANLEY	4.44%	6.52M	987.03M	12.15K	+0.19%
Mar 31, 2026	MILLER HOWARD INVESTMENTS INC /NY	0.12%	184.18K	27.89M	-321.51K	-63.58%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	238.78K	36.15M	18.05K	+8.18%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.17%	242.9K	36.78M	-13.52K	-5.27%
Mar 31, 2026	M&T BANK CORP	0.17%	253.78K	38.42M	8.2K	+3.34%
Mar 31, 2026	MOMENT PARTNERS, LLC	0.18%	258.83K	39.19M	1.55K	+0.60%
Mar 31, 2026	MYDA ADVISORS LLC	0.18%	260K	39.37M	260K	+100.00%
Mar 31, 2026	STERLING INVESTMENT ADVISORS, LTD.	0.18%	266K	20.82M	194.53K	+272.20%
Mar 31, 2026	COMMERCE BANK	0.19%	280.77K	42.51M	5.2K	+1.89%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.19%	283.47K	42.92M	-1.97K	-0.69%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.21%	311.82K	47.21M	8.28K	+2.73%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.12%	181.49K	27.48M	2.38K	+1.33%
Mar 31, 2026	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.08%	124.55K	18.86M	3.74K	+3.10%
Mar 31, 2026	YUKON WEALTH MANAGEMENT, INC.	0.09%	128.32K	19.43M	-2.64K	-2.01%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.09%	135.14K	20.46M	1.17K	+0.87%
Mar 31, 2026	FIFTH THIRD WEALTH ADVISORS LLC	0.09%	138K	20.89M	-9.88K	-6.68%
Mar 31, 2026	ARCUS CAPITAL PARTNERS, LLC	0.1%	142.18K	21.53M	-26.49K	-15.70%
Mar 31, 2026	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.1%	151.17K	22.89M	-19.22K	-11.28%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	163.29K	23.59M	-48.85K	-23.03%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.11%	165.35K	25.04M	333	+0.20%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	165.92K	25.12M	48.9K	+41.78%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	176.76K	26.76M	14.48K	+8.92%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.12%	179.91K	27.24M	2.77K	+1.56%
Mar 31, 2026		0.2%	300K	45.43M	-274	-0.09%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.22%	329.42K	49.88M	36.08K	+12.30%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.23%	331.48K	50.19M	-79	-0.02%
Mar 31, 2026	MARINER, LLC	0.27%	395.96K	59.95M	-5.84K	-1.45%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	412.59K	62.47M	102.72K	+33.15%
Mar 31, 2026	BARCLAYS PLC	0.3%	440K	66.62M	440K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.32%	465.7K	70.52M	-526	-0.11%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	485.31K	73.51M	103.76K	+27.19%
Mar 31, 2026	CITADEL ADVISORS LLC	0.49%	727.3K	110.12M	707.8K	+3,629.74%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.52%	768.5K	116.36M	-11.32K	-1.45%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.34%	503.67K	76.23M	-48.74K	-8.82%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.37%	539.92K	81.75M	29.9K	+5.86%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	551.39K	83.49M	43.84K	+8.64%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	590.55K	89.41M	-15.79K	-2.60%
Mar 31, 2026	FIFTH THIRD BANCORP	0.44%	645.68K	97.76M	413.91K	+178.58%
Mar 31, 2026	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.45%	653.95K	99.01M	-35	-0.01%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.47%	692.69K	104.88M	-1.21K	-0.17%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.49%	8.07M	1.22B	-104.26K	-1.28%
Mar 31, 2026	JANE STREET GROUP, LLC	0.14%	206.3K	31.24M	-438.4K	-68.00%
Mar 31, 2026	GLENMEDE TRUST CO NA	0.16%	242.13K	36.66M	2.07K	+0.86%
Mar 31, 2026	FMR LLC	0.13%	193.75K	29.34M	25.28K	+15.01%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	213.86K	32.38M	22.56K	+11.80%
Mar 31, 2026	LBMC INVESTMENT ADVISORS, LLC	0.16%	230.71K	34.93M	1.59K	+0.70%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.75%	1.1M	166.4M	-36.28K	-3.20%
Mar 31, 2026	US BANCORP \DE\	0.75%	1.1M	167.03M	-8.38K	-0.75%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.81%	1.18M	179.34M	14K	+1.20%
Mar 31, 2026	JPMORGAN CHASE & CO	1.05%	1.54M	230.55M	-109.84K	-6.67%
Mar 31, 2026	HOWARD CAPITAL MANAGEMENT INC.	0.69%	1.01M	153.14M	0	0
Mar 31, 2026	ELLIS INVESTMENT PARTNERS, LLC	0.13%	189.7K	28.72M	-876	-0.46%
Mar 31, 2026	UBS GROUP AG	0.79%	1.16M	176.18M	-26.27K	-2.21%
Dec 31, 2025	US BANCORP \DE\	0.64%	1.11M	156.88M	-18.63K	-1.65%
Dec 31, 2025	GW HENSSLER & ASSOCIATES LTD	0.1%	166.5K	23.5M	35.67K	+27.26%
Dec 31, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.1%	170.39K	24.05M	-764	-0.45%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.65%	1.14M	160.24M	-7.46K	-0.65%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	1.17M	165.2M	111.05K	+10.48%
Dec 31, 2025	UBS GROUP AG	0.68%	1.19M	167.94M	34.83K	+3.02%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.8%	1.4M	197.82M	-19.48K	-1.37%
Dec 31, 2025	JPMORGAN CHASE & CO	0.94%	1.65M	232.39M	97.14K	+6.27%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.97%	1.7M	239.33M	23.41K	+1.40%
Dec 31, 2025	LPL FINANCIAL LLC	1.02%	1.79M	252.57M	65.69K	+3.81%
Dec 31, 2025	ROYAL BANK OF CANADA	1.76%	3.07M	433.83M	114.49K	+3.87%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.03%	3.55M	501.6M	-116.76K	-3.18%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.18%	3.81M	537.45M	69.66K	+1.86%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.67%	8.17M	1.15B	73.28K	+0.91%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.1%	177.14K	25M	15.04K	+9.27%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.08%	145.18K	20.48M	18.19K	+14.32%
Dec 31, 2025	FIFTH THIRD WEALTH ADVISORS LLC	0.08%	147.88K	20.87M	-4.26K	-2.80%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	162.28K	22.9M	1.76K	+1.10%
Dec 31, 2025		0.16%	280.85K	280.85K	280.85K	+100.00%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.08%	133.97K	18.91M	7.21K	+5.69%
Dec 31, 2025	FIFTH THIRD BANCORP	0.13%	231.78K	32.71M	-22.21K	-8.74%
Dec 31, 2025	COMMERCE BANK	0.16%	275.57K	38.89M	-8.11K	-2.86%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.16%	285.44K	40.29M	-3.07K	-1.06%
Dec 31, 2025	CREATIVE PLANNING	0.18%	308.6K	43.56M	-1.49K	-0.48%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	507.55K	71.64M	29.93K	+6.27%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	552.41K	77.86M	106.81K	+23.97%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.1%	179.11K	25.28M	27.06K	+17.80%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	179.48K	24.66M	21.41K	+13.54%
Dec 31, 2025	GLENMEDE TRUST CO NA	0.14%	240.06K	33.88M	240.06K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	212.13K	30.79M	4.89K	+2.36%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	213.42K	30.12M	211.62K	+11,756.89%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	220.73K	31.15M	3.37K	+1.55%
Dec 31, 2025	ASSETMARK, INC	0.13%	223.11K	31.49M	2.56K	+1.16%
Dec 31, 2025	LBMC INVESTMENT ADVISORS, LLC	0.13%	229.11K	32.34M	171	+0.07%
Dec 31, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.11%	190.57K	26.9M	348	+0.18%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	256.42K	36.19M	29.21K	+12.86%
Dec 31, 2025	MOMENT PARTNERS, LLC	0.15%	257.28K	36.31M	6.87K	+2.74%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.17%	293.34K	41.4M	2.92K	+1.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.17%	303.55K	42.84M	7.08K	+2.39%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.16%	282.32K	19.06M	198.4K	+236.40%
Dec 31, 2025	NORTHERN TRUST CORP	1.75%	3.06M	431.3M	-26.47K	-0.86%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.09%	165.02K	23.29B	17.85K	+12.13%
Dec 31, 2025	M&T BANK CORP	0.14%	245.58K	34.66M	7.93K	+3.34%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.14%	252.39K	35.62M	127.04K	+101.35%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	309.87K	43.74M	-31.32K	-9.18%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	331.56K	46.8M	1.72K	+0.52%
Dec 31, 2025	MARINER, LLC	0.23%	401.8K	56.71M	-4.49K	-1.10%
Dec 31, 2025	MORGAN STANLEY	3.72%	6.51M	918.37M	224.13K	+3.57%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	191.29K	27M	-161	-0.08%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	117.02K	16.52M	-2.03K	-1.71%
Dec 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.07%	118.29K	16.69M	1.06K	+0.90%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	119.44K	16.86M	-1.48K	-1.22%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.07%	120.64K	17.03M	9.25K	+8.31%
Dec 31, 2025	CERITY PARTNERS LLC	0.07%	128.45K	18.13M	-2.68K	-2.05%
Dec 31, 2025	YUKON WEALTH MANAGEMENT, INC.	0.07%	130.95K	20.21M	-46.62K	-26.25%
Dec 31, 2025	AMG NATIONAL TRUST BANK	0.17%	305.14K	43.07M	-1.18K	-0.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	381.56K	53.88M	-55.96K	-12.79%
Dec 31, 2025	COMERICA BANK	0.24%	427.92K	60.4M	-5.39K	-1.24%
Dec 31, 2025	COLONY GROUP, LLC	0.27%	466.23K	65.81M	47.96K	+11.47%
Dec 31, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.29%	505.69K	71.37M	445.91K	+745.93%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.29%	510.02K	71.98M	5.37K	+1.06%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	606.33K	85.58M	-30.4K	-4.77%
Dec 31, 2025	JANE STREET GROUP, LLC	0.37%	644.7K	90.99M	-206.5K	-24.26%
Dec 31, 2025	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.37%	653.98K	92.3M	-5.67K	-0.86%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.4%	693.9K	97.94M	3.55K	+0.51%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.45%	779.82K	110.06M	34.23K	+4.59%
Dec 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.58%	1.01M	142.75M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.98%	1.72M	244.95M	26.02K	+1.53%
Sep 30, 2025	UBS GROUP AG	0.66%	1.16M	164.13M	104.87K	+9.99%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	445.6K	63.32M	-5.2K	-1.15%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.14%	3.74M	531.21M	-23.99K	-0.64%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.43%	745.59K	105.95M	-7.41K	-0.98%
Sep 30, 2025	AMG NATIONAL TRUST BANK	0.17%	306.32K	43.53M	7K	+2.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.17%	296.47K	42.13M	14.69K	+5.21%
Sep 30, 2025	COMMERCE BANK	0.16%	283.68K	40.31M	-1.3K	-0.45%
Sep 30, 2025	FIFTH THIRD BANCORP	0.15%	253.98K	36.09M	-13.65K	-5.10%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.12%	207.25K	29.45M	2.39K	+1.16%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	160.52K	22.81M	3.75K	+2.39%
Sep 30, 2025	FMR LLC	0.09%	160.41K	22.79M	8.59K	+5.66%
Sep 30, 2025	FIFTH THIRD WEALTH ADVISORS LLC	0.09%	152.14K	21.62M	6.4K	+4.39%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.09%	152.05K	21.61M	1.45K	+0.96%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.08%	147.17K	20.91M	8.78K	+6.35%
Sep 30, 2025	CERITY PARTNERS LLC	0.07%	131.13K	18.63M	-1.31K	-0.99%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.07%	126.75K	18.01M	-2.65K	-2.05%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.07%	125.35K	17.81M	9.03K	+7.76%
Sep 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.07%	123.04K	17.48M	-3K	-2.38%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	120.92K	17.18M	-1.2K	-0.98%
Sep 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.07%	117.23K	16.66M	5.91K	+5.31%
Sep 30, 2025	IFG ADVISORS, LLC	0.06%	112.91K	16.04M	2.27K	+2.05%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.06%	111.39K	15.83M	-1.77K	-1.57%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.06%	107.34K	15.25M	-1.53K	-1.41%
Sep 30, 2025	KWMG, LLC	0.06%	102.88K	14.62M	2.26K	+2.25%
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.06%	99.95K	14.2M	482	+0.48%
Sep 30, 2025	POWELL INVESTMENT ADVISORS, LLC	0.05%	95.57K	13.58M	537	+0.57%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.1%	3.67M	521.6M	-80.23K	-2.14%
Sep 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.13%	228.94K	32.53M	-2.58K	-1.11%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	217.36K	30.89M	6.25K	+2.96%
Sep 30, 2025	ASSETMARK, INC	0.13%	220.55K	31.34M	-2.79K	-1.25%
Sep 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.11%	190.22K	27.03M	-8.08K	-4.08%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	437.51K	62.12M	85.47K	+24.28%
Sep 30, 2025	COMERICA BANK	0.25%	433.31K	61.57M	-7.25K	-1.64%
Sep 30, 2025	COLONY GROUP, LLC	0.24%	418.27K	59.44M	-2.08K	-0.49%
Sep 30, 2025	M&T BANK CORP	0.14%	237.65K	33.77M	4.88K	+2.10%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	227.2K	32.29M	10.38K	+4.79%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.09%	162.11K	23.04M	5.76K	+3.68%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	207.24K	29.51M	-1.93K	-0.92%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	191.45K	27.21M	-2.2K	-1.14%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.63%	8.1M	1.15B	256.43K	+3.27%
Sep 30, 2025	JPMORGAN CHASE & CO	0.89%	1.55M	220.17M	24.72K	+1.62%
Sep 30, 2025	MARINER, LLC	0.23%	406.28K	57.72M	13.44K	+3.42%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	341.19K	48.48M	-3.73K	-1.08%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	329.84K	46.87M	16.3K	+5.20%
Sep 30, 2025	CREATIVE PLANNING	0.18%	310.1K	44.06M	7.25K	+2.39%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.17%	290.42K	41.27M	-1.38K	-0.47%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.16%	288.5K	41M	-510	-0.18%
Sep 30, 2025	MOMENT PARTNERS, LLC	0.14%	250.41K	35.58M	-2.53K	-1.00%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.14%	241.4K	34.3M	-2.36K	-0.97%
Sep 30, 2025	MORGAN STANLEY	3.59%	6.28M	892.77M	-14.57K	-0.23%
Sep 30, 2025	NORTHERN TRUST CORP	1.76%	3.08M	438M	-4.56K	-0.15%
Sep 30, 2025	ROYAL BANK OF CANADA	1.69%	2.96M	420.52M	-101.32K	-3.31%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.96%	1.67M	237.63M	-154.9K	-8.48%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	1.42M	201.94M	-191.31K	-11.86%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.65%	1.14M	162.39M	-22.95K	-1.97%
Sep 30, 2025	US BANCORP \DE\	0.65%	1.13M	160.59M	-7.76K	-0.68%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	1.06M	150.55M	-10.26K	-0.96%
Sep 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.58%	1.01M	143.72M	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.49%	851.2K	120.96M	15.9K	+1.90%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.39%	690.35K	98.1M	30.56K	+4.63%
Sep 30, 2025	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.38%	659.66K	93.74M	-23.85K	-3.49%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	636.73K	90.48M	-8.48K	-1.31%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	504.66K	71.71M	116.34K	+29.96%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	477.61K	67.87M	17.94K	+3.90%
Sep 30, 2025	YUKON WEALTH MANAGEMENT, INC.	0.1%	177.57K	25.23M	5.27K	+3.06%
Sep 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0.1%	175.11K	24.88M	1.15K	+0.66%
Sep 30, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.1%	171.16K	24.32M	-938	-0.55%
Jun 30, 2025	LIDO ADVISORS, LLC	0.06%	107.25K	14.24M	19.28K	+21.92%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.06%	108.87K	14.46M	-2.12K	-1.91%
Jun 30, 2025	IFG ADVISORS, LLC	0.06%	110.64K	14.69M	-3.81K	-3.33%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.06%	110.87K	14.72M	6.27K	+5.99%
Jun 30, 2025	MOMENT PARTNERS, LLC	0.14%	252.94K	33.59M	-7.44K	-2.86%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	344.92K	45.81M	-8.98K	-2.54%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.38%	659.8K	87.63M	-18.23K	-2.69%
Jun 30, 2025	UBS GROUP AG	0.6%	1.05M	139.47M	-71.05K	-6.34%
Jun 30, 2025	FIFTH THIRD BANCORP	0.15%	267.63K	35.54M	-5.89K	-2.15%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.84%	1.47M	178.93K	1.47M	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	1.07M	142.07M	-145.61K	-11.98%
Jun 30, 2025	US BANCORP \DE\	0.65%	1.14M	151.13M	15.02K	+1.34%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	388.31K	51.57M	2.85K	+0.74%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.26%	450.8K	60.03M	-34.86K	-7.18%
Jun 30, 2025	COMMERCE BANK	0.16%	284.97K	37.85M	-2.94K	-1.02%
Jun 30, 2025	COMERICA BANK	0.25%	440.55K	58.51M	-9.58K	-2.13%
Jun 30, 2025	M&T BANK CORP	0.13%	232.77K	30.91M	-1.6K	-0.68%
Jun 30, 2025	MARINER, LLC	0.22%	392.84K	52.16M	14.38K	+3.80%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	281.78K	37.42M	-18.72K	-6.23%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	181.39K	15.03M	152.42K	+526.05%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	175.38K	23.3M	1.64K	+0.94%
Jun 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0.1%	173.97K	23.1M	11.06K	+6.79%
Jun 30, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.1%	172.09K	22.86M	-134	-0.08%
Jun 30, 2025	FMR LLC	0.09%	151.81K	20.16B	121	+0.08%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.09%	150.6K	20M	-8.34K	-5.25%
Jun 30, 2025	ASSETMARK, INC	0.13%	223.33K	29.66M	-926	-0.41%
Jun 30, 2025	FIFTH THIRD WEALTH ADVISORS LLC	0.08%	145.74K	19.36M	313	+0.22%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.08%	144K	19.12M	-414	-0.29%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	133.41K	17.72M	12.39K	+10.24%
Jun 30, 2025	CERITY PARTNERS LLC	0.08%	132.44K	17.59M	-5K	-3.64%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.07%	129.41K	17.19M	73.08K	+129.74%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	127.93K	16.99M	20.31K	+18.87%
Jun 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.07%	126.04K	16.74M	5.55K	+4.61%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	122.11K	16.22M	-2.12K	-1.70%
Jun 30, 2025	GW HENSSLER & ASSOCIATES LTD	0.07%	121.22K	16.1M	4.72K	+4.05%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	193.65K	25.72M	-3.7K	-1.88%
Jun 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.11%	198.31K	26.34M	-3.88K	-1.92%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.12%	204.86K	27.21M	599	+0.29%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	209.17K	28.58M	8.92K	+4.45%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	211.11K	28.04M	-3.35K	-1.56%
Jun 30, 2025		0.11%	195.76K	26M	-8.39K	-4.11%
Jun 30, 2025	CREATIVE PLANNING	0.17%	302.85K	40.22M	9.16K	+3.12%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.18%	313.54K	41.64M	14.55K	+4.87%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.43%	753K	100.01M	-20.02K	-2.59%
Jun 30, 2025	JANE STREET GROUP, LLC	0.48%	835.3K	110.94M	764.1K	+1,073.17%
Jun 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.58%	1.01M	134.33M	26.83K	+2.72%
Jun 30, 2025	ST. CLAIR ADVISORS, LLC	0.11%	195.76K	26M	-8.39K	-4.11%
Jun 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.13%	231.52K	30.75M	360	+0.16%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.17%	299.32K	39.75M	1.15K	+0.39%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.67%	1.17M	154.82M	15.78K	+1.37%
Jun 30, 2025	JPMORGAN CHASE & CO	0.87%	1.52M	202.49M	51.09K	+3.47%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.92%	1.61M	214.09M	57.96K	+3.73%
Jun 30, 2025	LPL FINANCIAL LLC	0.97%	1.7M	225.48M	84.55K	+5.24%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.04%	1.83M	242.67M	-10.65K	-0.58%
Jun 30, 2025	NORTHERN TRUST CORP	1.76%	3.09M	409.97M	-6.68K	-0.22%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.14%	3.75M	498.16M	-47.68K	-1.26%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.15%	3.76M	499.67M	105.36K	+2.88%
Jun 30, 2025	MORGAN STANLEY	3.6%	6.3M	836.34M	-82.48K	-1.29%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.17%	289.01K	38.38M	-969	-0.33%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.07%	118.56K	15.75M	-84.39K	-41.58%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.07%	115.15K	15.55M	42.17K	+57.78%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.06%	113.16K	15.03M	-1.01K	-0.88%
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.06%	111.32K	14.78M	3.04K	+2.80%
Jun 30, 2025	COLONY GROUP, LLC	0.24%	420.35K	55.83M	18.91K	+4.71%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	459.68K	63.45M	-12.25K	-2.60%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	645.21K	85.69M	-18.99K	-2.86%
Jun 30, 2025	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.39%	683.51K	90.78M	-1.38K	-0.20%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	1.08%	1.9M	14.29M	1.88M	+13,158.87%
Jun 30, 2025	ROYAL BANK OF CANADA	1.75%	3.06M	406.48M	784.15K	+34.45%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	216.82K	28.8M	-3.46K	-1.57%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.17%	291.8K	38.75M	9.34K	+3.31%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	352.04K	46.83M	49.37K	+16.31%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.48%	7.84M	1.04B	-372.82K	-4.54%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.14%	243.76K	32.37M	243.76K	+100.00%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.14%	248.96K	33.43M	1.67K	+0.67%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.66%	1.15M	154.43M	-45.14K	-3.78%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	200.25K	26.89M	9.63K	+5.05%
Mar 31, 2025	FIFTH THIRD BANCORP	0.16%	273.53K	36.73M	-14.59K	-5.06%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.16%	282.45K	37.93M	-849	-0.30%
Mar 31, 2025	COMMERCE BANK	0.16%	287.91K	38.66M	-3.41K	-1.17%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.17%	289.98K	38.94M	43.93K	+17.86%
Mar 31, 2025	CREATIVE PLANNING	0.17%	293.69K	39.44M	17.85K	+6.47%
Mar 31, 2025	AMG NATIONAL TRUST BANK	0.17%	298.17K	40.04M	2.49K	+0.84%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.17%	298.99K	40.15M	-2.49K	-0.83%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	664.2K	89.2M	17.56K	+2.72%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.39%	678.03K	91.05M	76.86K	+12.78%
Mar 31, 2025	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.39%	684.89K	91.97M	3.41K	+0.50%
Mar 31, 2025	MORGAN STANLEY	3.64%	6.38M	856.73M	-198.42K	-3.02%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.69%	8.21M	1.1B	-81.08K	-0.98%
Mar 31, 2025		0.12%	204.15K	27.42M	4.3K	+2.15%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.12%	204.27K	27.43M	-9.75K	-4.56%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	214.46K	28.8M	1.3K	+0.61%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.44%	773.02K	103.81M	17.51K	+2.32%
Mar 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.56%	984.6K	132.22M	0	0
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	220.28K	29.58M	892	+0.41%
Mar 31, 2025	LPL FINANCIAL LLC	0.92%	1.61M	216.64M	16.8K	+1.05%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.05%	1.84M	246.81M	-43.93K	-2.33%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.21%	359.1K	48.22M	-1.23M	-77.41%
Mar 31, 2025	MARINER, LLC	0.22%	378.46K	50.8M	-534	-0.14%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	385.47K	51.76M	-779	-0.20%
Mar 31, 2025	LBMC INVESTMENT ADVISORS, LLC	0.13%	231.16K	31.04M	-2.7K	-1.15%
Mar 31, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.12%	202.19K	27.15M	-15.43K	-7.09%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.12%	202.95K	27.26M	-42.52K	-17.32%
Mar 31, 2025	ASSETMARK, INC	0.13%	224.26K	30.12M	-6.56K	-2.84%
Mar 31, 2025	M&T BANK CORP	0.13%	234.37K	31.47M	-457	-0.19%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	471.93K	63.38M	44.12K	+10.31%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	485.66K	65.27M	-5.17K	-1.05%
Mar 31, 2025	CITADEL ADVISORS LLC	0.32%	567.1K	76.16M	427.2K	+305.36%
Mar 31, 2025	ROYAL BANK OF CANADA	1.3%	2.28M	305.71M	-70.23K	-2.99%
Mar 31, 2025	COMERICA BANK	0.26%	450.13K	60.45M	-43.1K	-8.74%
Mar 31, 2025	COLONY GROUP, LLC	0.23%	401.43K	53.91M	-2.28K	-0.57%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	353.9K	47.53M	-31.85K	-8.26%
Mar 31, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.2%	351.27K	47.17M	-147.66K	-29.59%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	302.68K	40.68M	49.55K	+19.57%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.17%	300.5K	40.35M	-6.23K	-2.03%
Mar 31, 2025	US BANCORP \DE\	0.64%	1.12M	150.79M	-2.63K	-0.23%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	1.22M	163.2M	24.64K	+2.07%
Mar 31, 2025	JPMORGAN CHASE & CO	0.84%	1.47M	197.89M	-221.6K	-13.07%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	1.55M	208.75M	-33.33K	-2.10%
Mar 31, 2025	NORTHERN TRUST CORP	1.77%	3.09M	415.43M	194.94K	+6.73%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.09%	3.66M	491.09M	-218.87K	-5.65%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.17%	3.8M	510.11M	-17.38K	-0.46%
Mar 31, 2025	UBS GROUP AG	0.64%	1.12M	150.57M	8.86K	+0.80%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.14%	248.14K	30.57M	-6.1K	-2.40%
Mar 31, 2024	M&T BANK CORP	0.15%	257.85K	31.76M	-14.67K	-5.38%
Mar 31, 2024	AMG NATIONAL TRUST BANK	0.16%	279.89K	34.48M	1.5K	+0.54%
Mar 31, 2024	COMMERCE BANK	0.16%	286.35K	35.27M	-6.49K	-2.22%
Mar 31, 2024	CREATIVE PLANNING	0.16%	286.87K	35.34M	-7.03K	-2.39%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.17%	289.65K	35.68M	-32.22K	-10.01%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	296.7K	36.55M	99K	+50.08%
Mar 31, 2024	BLACKROCK INC.	0.17%	302.22K	37.23M	-27.31K	-8.29%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.18%	310.43K	38.2M	6.96K	+2.29%
Mar 31, 2024	ASSETMARK, INC	0.19%	335.08K	41.27M	25.51K	+8.24%
Mar 31, 2024	FIFTH THIRD BANCORP	0.2%	352.62K	43.44M	-67.32K	-16.03%
Mar 31, 2024	OMERS ADMINISTRATION CORP	0.2%	358.5K	44.16M	358.5K	+100.00%
Mar 31, 2024	COLONY GROUP, LLC	0.21%	372.66K	45.9M	346.32K	+1,314.80%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.49%	851.7K	105.04M	-84.2K	-9.00%
Mar 31, 2024	UBS GROUP AG	0.58%	1.02M	125.98M	-234.68K	-18.66%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.71%	1.25M	153.57M	-258.77K	-17.19%
Mar 31, 2024	US BANCORP \DE\	0.75%	1.31M	161.33M	-52.33K	-3.84%
Mar 31, 2024	LPL FINANCIAL LLC	0.78%	1.37M	168.39M	-128.82K	-8.61%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.12%	214.79K	26.46M	-1.33K	-0.61%
Mar 31, 2024	JPMORGAN CHASE & CO	0.86%	1.51M	185.67M	-285.66K	-15.93%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.92%	1.61M	198.08M	-134.95K	-7.74%
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.07%	120.98K	14.9M	-9.1K	-6.99%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.07%	123.47K	15.33M	-1.31K	-1.05%
Mar 31, 2024	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.08%	133.17K	16.4M	-4.25K	-3.10%
Mar 31, 2024	ARCUS CAPITAL PARTNERS, LLC	0.08%	135.2K	16.65M	19.74K	+17.10%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.08%	135.47K	16.69M	-10.96K	-7.48%
Mar 31, 2024	CERITY PARTNERS LLC	0.08%	138.32K	17.04M	-13.69K	-9.01%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	146.29K	18.02M	-17.21K	-10.53%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.09%	157.13K	19.36M	-1.24K	-0.78%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	159.91K	19.7M	3.58K	+2.29%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.1%	170.56K	21.01M	-46.31K	-21.35%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.11%	190.78K	23.5M	-1.27K	-0.66%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.13%	225.89K	27.83M	-50.65K	-18.32%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.13%	221.2K	27.25M	-485	-0.22%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.82%	8.44M	1.04B	1.36K	+0.02%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.22%	389.99K	48.04M	290.3K	+291.20%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.33%	585.54K	72.13M	-49K	-7.72%
Mar 31, 2024	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	0.34%	593.64K	73.12M	-571.86K	-49.07%
Mar 31, 2024	JANE STREET GROUP, LLC	0.35%	617.47K	76.06M	586.17K	+1,872.81%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	636.4K	78.39M	636.4K	+100.00%
Mar 31, 2024	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.39%	681.44K	83.94M	32	0.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.4%	695.07K	85.62M	36.63K	+5.56%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.43%	759.25K	93.52M	243.58K	+47.24%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	2.29%	4M	492.82M	-180.6K	-4.32%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.3%	522.63K	64.44M	-126.84K	-19.53%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.3%	521.78K	64.29M	-101.86K	-16.33%
Mar 31, 2024	COMERICA BANK	0.28%	492.68K	60.69M	-9.81K	-1.95%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	428.72K	52.81M	-58.17K	-11.95%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	397.61K	48.98M	1.98K	+0.50%
Mar 31, 2024	MARINER, LLC	0.23%	397.12K	48.9M	-15.92K	-3.85%
Mar 31, 2024	MORGAN STANLEY	3.61%	6.33M	779.14M	-547.78K	-7.97%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.22%	3.88M	477.61M	-110.74K	-2.78%
Mar 31, 2024	NORTHERN TRUST CORP	1.78%	3.12M	383.82M	-116.09K	-3.59%
Mar 31, 2024	ROYAL BANK OF CANADA	1.33%	2.33M	287M	-642.41K	-21.61%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.19%	2.09M	256.96M	-426.2K	-16.96%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.13%	224.53K	27.66M	10.63K	+4.97%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.13%	227.47K	28.02M	-2.76K	-1.20%
Mar 31, 2024	ELLIS INVESTMENT PARTNERS, LLC	0.13%	231.96K	28.57M	-4.5K	-1.90%
Mar 31, 2024	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.11%	192.33K	23.69M	-3.33K	-1.70%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.13%	233.63K	28.78M	5.35K	+2.34%
Mar 31, 2024	GLENMEDE TRUST CO NA	0.13%	234.57K	28.89M	33.43K	+16.62%
Mar 31, 2024	LBMC INVESTMENT ADVISORS, LLC	0.14%	236.92K	29.18M	-3.27K	-1.36%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.14%	238.24K	29.35M	-14.87K	-5.88%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.44%	2.51M	294.49M	-592.02K	-19.07%
Dec 31, 2023	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	0.67%	1.17M	136.62M	0	0
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.53%	935.91K	110.2M	-224.81K	-19.37%
Dec 31, 2023	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.39%	681.41K	79.87M	152	+0.02%
Dec 31, 2023	JPMORGAN CHASE & CO	1.02%	1.79M	210.17M	572.39K	+46.90%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1%	1.74M	204.31M	-147.21K	-7.79%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.86%	1.51M	176.47M	84.25K	+5.93%
Dec 31, 2023	US BANCORP \DE\	0.78%	1.36M	159.66M	-56.92K	-4.01%
Dec 31, 2023	UBS GROUP AG	0.72%	1.26M	147.39M	-8.69K	-0.69%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.38%	658.44K	77.18M	-261.1K	-28.39%
Dec 31, 2023	LPL FINANCIAL LLC	0.85%	1.5M	175.34M	42.4K	+2.92%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.37%	649.46K	76.25M	14.63K	+2.30%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.36%	634.55K	74.38M	-7.09K	-1.10%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.36%	623.64K	73.12M	-321.3K	-34.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	515.67K	60.45M	-355.52K	-40.81%
Dec 31, 2023	COMERICA BANK	0.29%	502.48K	58.9M	-65.71K	-11.56%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	486.89K	57.07M	-110.61K	-18.51%
Dec 31, 2023	FIFTH THIRD BANCORP	0.24%	419.94K	49.23M	-118.79K	-22.05%
Dec 31, 2023	MARINER, LLC	0.24%	413.04K	48.42M	11.37K	+2.83%
Dec 31, 2023	MILLER HOWARD INVESTMENTS INC /NY	0.23%	403.08K	47.25M	211.11K	+109.97%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	395.63K	46.38M	8.31K	+2.15%
Dec 31, 2023	WADE G W & INC	0.2%	353.5K	41.44M	-34.79K	-8.96%
Dec 31, 2023	HORIZON INVESTMENTS, LLC	0.2%	345.34K	40.48M	345.32K	+2,877,691.67%
Dec 31, 2023	BLACKROCK INC.	0.19%	329.53K	38.63M	-10.29K	-3.03%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.18%	321.86K	37.73M	53.72K	+20.03%
Dec 31, 2023	ASSETMARK, INC	0.18%	309.56K	36.29M	-5.57K	-1.77%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.17%	303.47K	35.59M	-14.44K	-4.54%
Dec 31, 2023	CREATIVE PLANNING	0.17%	293.9K	34.45M	15.79K	+5.68%
Dec 31, 2023	COMMERCE BANK	0.17%	292.84K	34.33M	-18.39K	-5.91%
Dec 31, 2023	AMG NATIONAL TRUST BANK	0.16%	278.39K	32.63M	15.9K	+6.06%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.16%	276.54K	32.42M	-16.4K	-5.60%
Dec 31, 2023	M&T BANK CORP	0.16%	272.52K	31.94M	-99.57K	-26.76%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.15%	254.23K	29.8M	-1.57K	-0.61%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.14%	253.11K	29.67M	-448	-0.18%
Dec 31, 2023	LBMC INVESTMENT ADVISORS, LLC	0.14%	240.2K	28.16M	-4.15K	-1.70%
Dec 31, 2023	ELLIS INVESTMENT PARTNERS, LLC	0.14%	236.46K	27.72M	2.81K	+1.20%
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.13%	230.23K	26.99M	-8.97K	-3.75%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.13%	230.08K	108.51K	58.88K	+34.39%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.13%	228.27K	26.76M	-3.67K	-1.58%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.13%	221.68K	25.99M	4.01K	+1.84%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.12%	216.87K	25.42M	-7.25K	-3.24%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.12%	216.12K	25.33M	675	+0.31%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.12%	213.91K	25.07M	-1.61K	-0.75%
Dec 31, 2023	GLENMEDE TRUST CO NA	0.11%	201.14K	23.58M	4.61K	+2.34%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.82%	8.44M	989.35M	-1.18M	-12.23%
Dec 31, 2023	MORGAN STANLEY	3.93%	6.87M	805.65M	-30.17K	-0.44%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	2.39%	4.18M	490.15M	-130.53K	-3.03%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.28%	3.99M	467.48M	-390.66K	-8.92%
Dec 31, 2023	NORTHERN TRUST CORP	1.85%	3.23M	378.86M	-214.6K	-6.23%
Dec 31, 2023	ROYAL BANK OF CANADA	1.7%	2.97M	348.41M	393K	+15.24%

Frequently Asked Questions