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

Who are the major shareholders selling Eagle Capital Select Equity ETF stock?

RAYMOND JAMES FINANCIAL INC, in the last quarter, reduced its stake in EAGL by -8.17% restricting it's holding to 95.63 thousand shares of worth nearly $3.08M. CITADEL ADVISORS LLC also lessened -82.65% of the EAGL shares from its portfolio, reducing its holding to 463 thousand shares of worth $14.89M. LPL FINANCIAL LLC also shunned EAGL shares holding by -6.13% last quarter which brought its holding to 7.65 thousand shares worth $246.10K.

Investors who are buying EAGL stock?

As per its latest 13F filing, CAMBRIDGE ASSOCIATES LLC /MA/ /ADV increased its stake in EAGL by 100% in the last quarter. The institutional holder raised its holding to 84.7 thousand shares having worth more than $2.72M. SENDERO WEALTH MANAGEMENT, LLC also added 5.9% more shares of EAGL to its portfolio, raising its holding to 2.89 million shares of worth $92.98M. BROWN BROTHERS HARRIMAN & CO also increased its EAGL shares holding by 22.09% which brought its holding to 10.03 million shares worth $322.67M.

EAGL's major insiders: who are they?

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

Did an insider recently sell EAGL stock?

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

Which insider recently purchased EAGL stock?

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

How much of EAGL does insiders own?

Around 0 Eagle Capital Select Equity ETF shares are held by insiders, which represents about N/A of EAGL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EAGL?

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV is the largest institutional owner in EAGL which holds 84.7 thousand shares worth $2.72M or 0.07% of the total EAGL shares outstanding followed by ACT ADVISORS, LLC. with ownership of 94.4 thousand shares representing 0.07% of the EAGL ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 95.63 thousand shares or 0.08% of the ownership worth more than $3.08M.

Is Eagle Capital Select Equity 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 EAGL is concerned, it is a stock which is not optionable.

Is there a short position on EAGL's shares?

Number of EAGL 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 EAGL shares are there?

As of today, null shares of EAGL are outstanding.

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

EAGL 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 EAGL is null.

Eagle Capital Select Equity ETF (EAGL) 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. CAMBRIDGE ASSOCIATES LLC /MA/ /ADV is the top corporate investor, holding 84.7K shares valued at $2.72M. A 0.07% stake in Eagle Capital Select Equity ETF is owned by the company. ACT ADVISORS, LLC. owns 94.4K shares valued at $3.04M, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.07%	84.7K	2.72M	84.7K	+100.00%
Jun 30, 2026	ACT ADVISORS, LLC.	0.07%	94.4K	3.04M	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	95.63K	3.08M	-8.5K	-8.17%
Jun 30, 2026	SENDERO WEALTH MANAGEMENT, LLC	2.27%	2.89M	92.98M	160.95K	+5.90%
Jun 30, 2026	BROWN BROTHERS HARRIMAN & CO	7.88%	10.03M	322.67M	1.82M	+22.09%
Jun 30, 2026	CIBC BANCORP USA INC.	0.22%	286K	9.2M	130K	+83.33%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.38%	486.64K	15.66M	433.06K	+808.38%
Jun 30, 2026	CITADEL ADVISORS LLC	0.36%	463K	14.89M	-2.21M	-82.65%
Jun 30, 2026	UMB BANK, N.A.	0.29%	365.63K	11.76M	0	0
Jun 30, 2026	PERMANENS CAPITAL L.P.	0.28%	356.5K	11.47M	57.36K	+19.18%
Jun 30, 2026	PRODIGY ASSET MANAGEMENT LLC	0.25%	320.63K	10.31M	0	0
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.21%	266.74K	8.58M	266.74K	+100.00%
Jun 30, 2026	FIDUCIARY ALLIANCE LLC	0.1%	125.37K	4.03M	5.42K	+4.52%
Jun 30, 2026	PIEDMONT CAPITAL MANAGEMENT, LLC/NC	0.1%	121.42K	3.91M	4.35K	+3.72%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.19%	244.28K	7.86M	6.19K	+2.60%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.18%	229.8K	7.39M	8.51K	+3.84%
Jun 30, 2026	LPL FINANCIAL LLC	0.01%	7.65K	246.1K	-500	-6.13%
Jun 30, 2026	MARSHALL WACE, LLP	0.01%	14.87K	478.4K	14.87K	+100.00%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.01%	16.26K	523.08K	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	26.66K	857.78K	26.66K	+100.00%
Jun 30, 2026	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.02%	32.49K	1.05M	32.49K	+100.00%
Jun 30, 2026	KLINGENSTEIN FIELDS & CO LP	0.13%	165K	5.31M	6.86K	+4.34%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	33.3K	1.07M	0	0
Jun 30, 2026	HAVERFORD TRUST CO	0.03%	37.28K	1.2M	3.13K	+9.17%
Jun 30, 2026	MORSE ASSET MANAGEMENT, INC	0.04%	55.65K	1.79M	-7.45K	-11.81%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.04%	56.81K	1.83M	56.81K	+100.00%
Jun 30, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.08%	105K	3.38M	-1.5K	-1.41%
Jun 30, 2026	FUND EVALUATION GROUP, LLC	0.09%	112.99K	3.63M	0	0
Jun 30, 2026	WIND RIVER TRUST CO	0.17%	218.46K	7.03M	129.1K	+144.46%
Jun 30, 2026	CATALYTIC WEALTH RIA, LLC	0.17%	217.73K	7M	-31.89K	-12.78%
Jun 30, 2026	GREENSPRING ADVISORS, LLC	0.13%	169.88K	5.47M	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.14%	173.96K	5.6M	7.37K	+4.42%
Jun 30, 2026		0.09%	121.42K	3.91M	4.35K	+3.72%
Jun 30, 2026	ASPIRIANT, LLC	0.05%	58.06K	1.87M	58.06K	+100.00%
Jun 30, 2026	SIMON QUICK ADVISORS, LLC	0.16%	207.14K	6.66M	207.14K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	1.12%	1.42M	45.57M	49.19K	+3.58%
Jun 30, 2026	MORGAN STANLEY	0.97%	1.23M	39.71M	73.7K	+6.35%
Jun 30, 2026	COMMERCE BANK	0.66%	839.11K	26.99M	32.12K	+3.98%
Jun 30, 2026	SUMMIT WEALTH GROUP, LLC	0.29%	365.63K	11.76M	0	0
Jun 30, 2026	GLENMEDE TRUST CO NA	1.51%	1.92M	61.65M	-25.79K	-1.33%
Jun 30, 2026	YHB INVESTMENT ADVISORS, INC.	0.27%	347.4K	11.18M	28.88K	+9.07%
Jun 30, 2026	RED DOOR WEALTH MANAGEMENT, LLC	0.94%	1.2M	38.67M	71.86K	+6.36%
Jun 30, 2026	BCS PRIVATE WEALTH MANAGEMENT, INC.	0.76%	963.39K	30.99M	-369.22K	-27.71%
Jun 30, 2026	BURKETT FINANCIAL SERVICES, LLC	0.51%	647.55K	20.83M	0	0
Jun 30, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.46%	588.23K	18.92M	-24.46K	-3.99%
Jun 30, 2026	UBS GROUP AG	0.45%	577.9K	18.59M	277.56K	+92.41%
Jun 30, 2026	LOWE BROCKENBROUGH & CO INC	0.43%	545.06K	17.53M	0	0
Jun 30, 2026	NORTHERN TRUST CORP	0.06%	72.69K	2.34M	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.05%	61.59K	1.98M	61.59K	+100.00%
Jun 30, 2026	ADVISOR OS, LLC	0.06%	76.4K	2.46M	-7.93K	-9.40%
Jun 30, 2026	BROWN ADVISORY INC	10.13%	12.88M	414.47M	1.28M	+11.00%
Jun 30, 2026	RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK	4.54%	5.77M	185.76M	0	0
Jun 30, 2026	SAGEWORTH TRUST CO	0.73%	929K	29.89M	929K	+100.00%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	2.98%	3.79M	121.88M	-1.17K	-0.03%
Jun 30, 2026	LAZARD ASSET MANAGEMENT LLC	1.3%	1.65M	53.23M	178.84K	+12.12%
Jun 30, 2026	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.44%	565.48K	18.19M	-10.96K	-1.90%
Jun 30, 2026	SENTINEL TRUST CO LBA	0.39%	493.74K	15.88M	0	0
Jun 30, 2026	COMMERCE ADVISORS, LLC	0.28%	357.74K	11.51M	-5.9K	-1.62%
Jun 30, 2026	SEPIO CAPITAL, LP	0.06%	78.64K	2.53M	293	+0.37%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.07%	83.9K	2.7M	83.9K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.04%	53.57K	1.63M	50.97K	+1,956.51%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.13%	166.59K	5.07M	505	+0.30%
Mar 31, 2026	MORSE ASSET MANAGEMENT, INC	0.05%	63.1K	1.92M	-2.7K	-4.10%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.01%	16.26K	494.63K	4.01K	+32.73%
Mar 31, 2026	LPL FINANCIAL LLC	0.01%	8.15K	247.92K	0	0
Mar 31, 2026	LOWE BROCKENBROUGH & CO INC	0.42%	545.06K	16.58M	0	0
Mar 31, 2026	SENTINEL TRUST CO LBA	0.38%	493.74K	15.02M	0	0
Mar 31, 2026	YHB INVESTMENT ADVISORS, INC.	0.25%	318.52K	9.69M	0	0
Mar 31, 2026	UBS GROUP AG	0.23%	300.34K	9.14M	8.01K	+2.74%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	104.13K	3.17M	20.73K	+24.86%
Mar 31, 2026	HAVERFORD TRUST CO	0.03%	34.15K	1.04M	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	33.3K	1.01M	13K	+64.03%
Mar 31, 2026	MORGAN STANLEY	0.9%	1.16M	35.31M	1.02M	+749.78%
Mar 31, 2026	BROWN ADVISORY INC	9.02%	11.61M	353.09M	4.83M	+71.38%
Mar 31, 2026	FIDUCIARY ALLIANCE LLC	0.09%	119.94K	3.87M	7.35K	+6.52%
Mar 31, 2026		0.02%	19.85K	603.9K	4.47K	+29.08%
Mar 31, 2026	JANE STREET GROUP, LLC	0.02%	23.75K	722.57K	-4.09K	-14.67%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.04%	46.63K	1.36M	2.46K	+5.56%
Mar 31, 2026	NORTHERN TRUST CORP	0.06%	72.69K	2.21M	3.17K	+4.56%
Mar 31, 2026	SEPIO CAPITAL, LP	0.06%	78.35K	2.38M	78.35K	+100.00%
Mar 31, 2026	ADVISOR OS, LLC	0.07%	84.33K	2.57M	-1.36K	-1.59%
Mar 31, 2026	WIND RIVER TRUST CO	0.07%	89.37K	2.72M	89.37K	+100.00%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.17%	221.29K	6.73M	19.1K	+9.45%
Mar 31, 2026	CATALYTIC WEALTH RIA, LLC	0.19%	249.62K	7.59M	35.57K	+16.62%
Mar 31, 2026	PERMANENS CAPITAL L.P.	0.23%	299.14K	9.1M	-501.53K	-62.64%
Mar 31, 2026	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.45%	576.45K	17.54M	5.63K	+0.99%
Mar 31, 2026	COMMERCE BANK	0.63%	806.99K	24.55M	23.76K	+3.03%
Mar 31, 2026	LAZARD ASSET MANAGEMENT LLC	1.15%	1.48M	44.89M	346.15K	+30.65%
Mar 31, 2026	GLENMEDE TRUST CO NA	1.51%	1.94M	59.09M	191.02K	+10.91%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	0	-	-6.97K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	3.17K	96.34K	3.17K	+100.00%
Mar 31, 2026	BURKETT FINANCIAL SERVICES, LLC	0.5%	647.55K	19.7M	0	0
Mar 31, 2026	SUMMIT WEALTH GROUP, LLC	0.28%	365.63K	11.12M	-350	-0.10%
Mar 31, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.08%	106.5K	3.24M	0	0
Mar 31, 2026	FUND EVALUATION GROUP, LLC	0.09%	112.99K	3.44M	112.99K	+100.00%
Mar 31, 2026	ACT ADVISORS, LLC.	0.07%	94.4K	2.87M	94.4K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	1.07%	1.37M	40.53M	-946	-0.07%
Mar 31, 2026	BCS PRIVATE WEALTH MANAGEMENT, INC.	1.04%	1.33M	40.54M	323.05K	+32.00%
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.48%	612.7K	18.64M	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.19%	238.09K	7.24M	86.37K	+56.93%
Mar 31, 2026	GREENSPRING ADVISORS, LLC	0.13%	169.88K	5.17M	-181.78K	-51.69%
Mar 31, 2026	KLINGENSTEIN FIELDS & CO LP	0.12%	158.14K	4.81M	1.56K	+0.99%
Mar 31, 2026	CITADEL ADVISORS LLC	2.07%	2.67M	81.18M	2.67M	+100.00%
Mar 31, 2026	RED DOOR WEALTH MANAGEMENT, LLC	0.88%	1.13M	34.38M	64.78K	+6.08%
Mar 31, 2026	UMB BANK, N.A.	0.28%	365.63K	11.12M	0	0
Mar 31, 2026	PRODIGY ASSET MANAGEMENT LLC	0.25%	320.63K	9.75M	0	0
Mar 31, 2026	SENDERO WEALTH MANAGEMENT, LLC	2.12%	2.73M	83.03M	380.15K	+16.18%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	2.94%	3.79M	115.29M	-8.18K	-0.22%
Mar 31, 2026	RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK	4.49%	5.77M	175.66M	1.54M	+36.25%
Mar 31, 2026	BROWN BROTHERS HARRIMAN & CO	6.38%	8.22M	249.91M	5.82M	+242.84%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.01%	7.23K	219.97K	477	+7.06%
Dec 31, 2025	SENTINEL TRUST CO LBA	0.45%	493.74K	16.03M	0	0
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.01%	6.75K	219.24K	6.75K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	83.4K	2.71M	3.06K	+3.81%
Dec 31, 2025	ADVISOR OS, LLC	0.08%	85.7K	2.78M	-322	-0.37%
Dec 31, 2025	PERMANENS CAPITAL L.P.	0.69%	800.67K	25.99M	36.65K	+4.80%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.97%	1.13M	36.66M	340.06K	+43.07%
Dec 31, 2025	GLENMEDE TRUST CO NA	1.5%	1.75M	56.85M	1.75M	+100.00%
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	2.07%	2.4M	77.78M	1.33M	+125.27%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	3.25%	3.8M	123.28M	20.17K	+0.53%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	20.3K	659.04K	20.3K	+100.00%
Dec 31, 2025	BCS PRIVATE WEALTH MANAGEMENT, INC.	0.93%	1.01M	32.77M	0	0
Dec 31, 2025	COMMERCE BANK	0.67%	783.23K	25.42M	0	0
Dec 31, 2025	BURKETT FINANCIAL SERVICES, LLC	0.59%	647.55K	21.02M	3.53K	+0.55%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.01%	6.97K	226.08K	0	0
Dec 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.1%	106.5K	3.46M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	8.15K	264.55K	-1.2K	-12.83%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	12.25K	397.64K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	27.84K	903.62K	9.16K	+49.02%
Dec 31, 2025	HAVERFORD TRUST CO	0.03%	34.15K	1.11M	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	44.18K	1.43M	7.78K	+21.38%
Dec 31, 2025	CATALYTIC WEALTH RIA, LLC	0.2%	214.06K	6.95M	44.51K	+26.25%
Dec 31, 2025	MORGAN STANLEY	0.12%	136.6K	4.43M	44.58K	+48.45%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	166.09K	5.39M	-2.05K	-1.22%
Dec 31, 2025	KLINGENSTEIN FIELDS & CO LP	0.14%	156.58K	5.08M	2.65K	+1.72%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.13%	151.72K	4.92M	54.93K	+56.74%
Dec 31, 2025	JPMORGAN CHASE & CO	1.19%	1.37M	44.58M	105.69K	+8.34%
Dec 31, 2025	FIDUCIARY ALLIANCE LLC	0.1%	112.6K	3.65M	9.09K	+8.78%
Dec 31, 2025	RED DOOR WEALTH MANAGEMENT, LLC	0.98%	1.07M	34.58M	135.16K	+14.53%
Dec 31, 2025	UBS GROUP AG	0.25%	292.34K	9.49M	128.11K	+78.01%
Dec 31, 2025	BROWN ADVISORY INC	5.79%	6.77M	219.84M	2.27M	+50.38%
Dec 31, 2025	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.49%	570.81K	18.53M	-5.88K	-1.02%
Dec 31, 2025	LOWE BROCKENBROUGH & CO INC	0.47%	545.06K	17.69M	0	0
Dec 31, 2025	BRYN MAWR TRUST CO	0%	0	-	-56.16K	-100.00%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.56%	612.7K	19.89M	71.96K	+13.31%
Dec 31, 2025	NORTHERN TRUST CORP	0.06%	69.52K	2.26M	0	0
Dec 31, 2025	MORSE ASSET MANAGEMENT, INC	0.06%	65.8K	2.14M	-2.45K	-3.58%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-45.3K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-3K	-100.00%
Dec 31, 2025		0.11%	125.67K	4.08M	125.67K	+100.00%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0%	0	-	-18.66K	-100.00%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-27.33K	-100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	2.61K	84.56K	-4.95K	-65.52%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	6.49K	210.57K	-389	-5.66%
Dec 31, 2025	PRODIGY ASSET MANAGEMENT LLC	0.28%	320.63K	10.41M	1.75K	+0.55%
Dec 31, 2025	YHB INVESTMENT ADVISORS, INC.	0.29%	318.52K	10.34M	6.51K	+2.09%
Dec 31, 2025	GREENSPRING ADVISORS, LLC	0.3%	351.67K	11.42M	351.67K	+100.00%
Dec 31, 2025	UMB BANK, N.A.	0.31%	365.63K	11.87M	0	0
Dec 31, 2025	RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK	3.89%	4.24M	137.57M	0	0
Dec 31, 2025	SENDERO WEALTH MANAGEMENT, LLC	2.15%	2.35M	76.26M	522.25K	+28.58%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.17%	202.2K	6.56M	23.36K	+13.06%
Dec 31, 2025	SUMMIT WEALTH GROUP, LLC	0.32%	365.98K	11.88M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	1.22%	1.27M	39.63M	113.26K	+9.81%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	12.25K	382.94K	12.25K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	7.55K	236.14K	-5.15K	-40.54%
Sep 30, 2025	SUMMIT WEALTH GROUP, LLC	0.35%	365.98K	11.44M	4	0.00%
Sep 30, 2025	PRODIGY ASSET MANAGEMENT LLC	0.31%	318.89K	9.97M	0	0
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	3.63%	3.78M	118.1M	55.31K	+1.49%
Sep 30, 2025	RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK	4.07%	4.24M	132.48M	821.69K	+24.05%
Sep 30, 2025	SENDERO WEALTH MANAGEMENT, LLC	1.76%	1.83M	57.11M	233.23K	+14.63%
Sep 30, 2025	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.55%	576.69K	18.03M	1.85K	+0.32%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	168.14K	5.26M	35	+0.02%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.09%	96.8K	3.03M	55.53K	+134.59%
Sep 30, 2025	LOWE BROCKENBROUGH & CO INC	0.52%	545.06K	17.04M	65.25K	+13.60%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.52%	540.74K	16.9M	540.74K	+100.00%
Sep 30, 2025	YHB INVESTMENT ADVISORS, INC.	0.3%	312.01K	9.75M	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.17%	178.84K	5.59M	59.89K	+50.35%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.1%	103.51K	3.24M	8.56K	+9.02%
Sep 30, 2025	MORGAN STANLEY	0.09%	92.02K	2.88M	81.55K	+779.13%
Sep 30, 2025	ADVISOR OS, LLC	0.08%	86.02K	2.69M	-971	-1.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	80.34K	2.51M	17.59K	+28.03%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	36.4K	1.14M	11.11K	+43.92%
Sep 30, 2025	HAVERFORD TRUST CO	0.03%	34.15K	1.07M	34.15K	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.03%	27.33K	854.24K	27.33K	+100.00%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.02%	18.66K	583.41K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	9.35K	292.28K	0	0
Sep 30, 2025	CATALYTIC WEALTH RIA, LLC	0.16%	169.54K	5.3M	169.54K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.16%	164.23K	5.13M	27.9K	+20.47%
Sep 30, 2025	KLINGENSTEIN FIELDS & CO LP	0.15%	153.94K	4.81M	88.15K	+134.01%
Sep 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.1%	106.5K	3.33M	-32.5K	-23.38%
Sep 30, 2025	MORSE ASSET MANAGEMENT, INC	0.07%	68.25K	2.13M	31.75K	+86.97%
Sep 30, 2025	BRYN MAWR TRUST CO	0.05%	56.16K	1.76M	5.83K	+11.57%
Sep 30, 2025	LIDO ADVISORS, LLC	0%	0	-	-34.92K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.02%	18.68K	583.97K	18.68K	+100.00%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	45.3K	1.42M	45.3K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	6.88K	214.94K	6.88K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	3K	93.78K	3K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.07%	69.52K	2.17M	0	0
Sep 30, 2025	BURKETT FINANCIAL SERVICES, LLC	0.62%	644.02K	20.13M	0	0
Sep 30, 2025	WEALTHSTREAM ADVISORS, INC.	0.17%	175.83K	5.5M	0	0
Sep 30, 2025	BROWN ADVISORY INC	4.33%	4.5M	140.79M	2M	+80.15%
Sep 30, 2025	PERMANENS CAPITAL L.P.	0.73%	764.02K	23.88M	3.95K	+0.52%
Sep 30, 2025	UMB BANK, N.A.	0.35%	365.63K	11.43M	0	0
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	1.36%	1.41M	44.12M	420.23K	+42.40%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	1.02%	1.06M	33.25M	661.82K	+164.68%
Sep 30, 2025	BCS PRIVATE WEALTH MANAGEMENT, INC.	0.97%	1.01M	31.56M	-8.2K	-0.81%
Sep 30, 2025	RED DOOR WEALTH MANAGEMENT, LLC	0.89%	930.29K	29.08M	420.76K	+82.58%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.76%	789.48K	1.6M	250.14K	+46.38%
Sep 30, 2025	COMMERCE BANK	0.75%	783.23K	24.48M	0	0
Sep 30, 2025		0.72%	744.42K	23.27M	744.42K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	6.97K	217.73K	6.97K	+100.00%
Sep 30, 2025	SENTINEL TRUST CO LBA	0.47%	493.74K	15.43M	0	0
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.55%	539.34K	16.28M	312.29K	+137.54%
Jun 30, 2025	RED DOOR WEALTH MANAGEMENT, LLC	0.52%	509.53K	15.38M	53.35K	+11.70%
Jun 30, 2025	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.59%	574.84K	17.35M	-23.37K	-3.91%
Jun 30, 2025	BURKETT FINANCIAL SERVICES, LLC	0.66%	644.02K	19.44M	0	0
Jun 30, 2025	PERMANENS CAPITAL L.P.	0.78%	760.08K	22.94M	262.8K	+52.85%
Jun 30, 2025	COMMERCE BANK	0.8%	783.23K	23.64M	0	0
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	1.01%	991.06K	29.91M	991.06K	+100.00%
Jun 30, 2025	PRODIGY ASSET MANAGEMENT LLC	0.33%	318.89K	9.62M	0	0
Jun 30, 2025	BCS PRIVATE WEALTH MANAGEMENT, INC.	1.04%	1.02M	30.72M	1.02M	+100.00%
Jun 30, 2025	YHB INVESTMENT ADVISORS, INC.	0.32%	312.01K	9.42M	0	0
Jun 30, 2025		0.33%	318.89K	9.62M	0	0
Jun 30, 2025	UMB BANK, N.A.	0.37%	365.63K	11.03M	0	0
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.41%	401.88K	12.13M	401.88K	+100.00%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0%	0	-	-12.25K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-39.14K	-100.00%
Jun 30, 2025	MSA ADVISORS, LLC	0%	0	-	-11K	-100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.01%	9.35K	282.18K	0	0
Jun 30, 2025	MORGAN STANLEY	0.01%	10.47K	315.89M	10.2K	+3,820.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	12.7K	383.41K	12.7K	+100.00%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.02%	18.66K	563.25K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	25.29K	761.96K	23.59K	+1,384.97%
Jun 30, 2025	LIDO ADVISORS, LLC	0.04%	34.92K	1.05M	0	0
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0.04%	36.5K	1.1M	36.5K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.04%	41.26K	1.25M	33.1K	+405.41%
Jun 30, 2025	BRYN MAWR TRUST CO	0.05%	50.34K	1.52M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	62.75K	1.89M	13.24K	+26.74%
Jun 30, 2025	KLINGENSTEIN FIELDS & CO LP	0.07%	65.78K	1.99M	27.43K	+71.53%
Jun 30, 2025	NORTHERN TRUST CORP	0.07%	69.52K	2.1M	0	0
Jun 30, 2025	ADVISOR OS, LLC	0.09%	86.99K	2.63M	-14.05K	-13.90%
Jun 30, 2025	FIDUCIARY ALLIANCE LLC	0.1%	94.95K	2.87M	34.83K	+57.95%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.12%	118.95K	3.59M	10.88K	+10.07%
Jun 30, 2025	UBS GROUP AG	0.14%	136.33K	4.11M	5.83K	+4.47%
Jun 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.14%	139K	4.2M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.17%	168.1K	5.07M	-21.39K	-11.29%
Jun 30, 2025	WEALTHSTREAM ADVISORS, INC.	0.18%	175.83K	5.31M	-16.18K	-8.43%
Jun 30, 2025	JPMORGAN CHASE & CO	1.18%	1.15M	34.84M	703.69K	+156.08%
Jun 30, 2025	SENDERO WEALTH MANAGEMENT, LLC	1.63%	1.59M	48.1M	432.37K	+37.23%
Jun 30, 2025	BROWN ADVISORY INC	2.56%	2.5M	75.45M	1.55M	+162.55%
Jun 30, 2025	RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK	3.49%	3.42M	103.11M	1.98M	+138.04%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-7.8K	-100.00%
Jun 30, 2025	SUMMIT WEALTH GROUP, LLC	0.37%	365.97K	11.05M	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	3.87%	3.78M	114.23M	3.78M	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-412.59K	-100.00%
Jun 30, 2025	LOWE BROCKENBROUGH & CO INC	0.49%	479.81K	14.48M	479.81K	+100.00%
Jun 30, 2025	SENTINEL TRUST CO LBA	0.5%	493.74K	14.9M	0	0
Mar 31, 2025	ADVISOR OS, LLC	0.12%	101.04K	2.83M	-10.68K	-9.56%
Mar 31, 2025	YHB INVESTMENT ADVISORS, INC.	0.36%	312.01K	8.74M	0	0
Mar 31, 2025	BURKETT FINANCIAL SERVICES, LLC	0.75%	644.02K	18.04M	0	0
Mar 31, 2025	UMB BANK, N.A.	0.43%	365.63K	10.24M	0	0
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.48%	412.59K	10.38M	0	0
Mar 31, 2025	GLENMEDE TRUST CO NA	0.57%	487.2K	13.65M	259.65K	+114.10%
Mar 31, 2025	COMMERCE BANK	0.91%	783.23K	21.94M	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.01%	8.16K	228.68K	8.16K	+100.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0%	0	-	-27.85K	-100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	1.7K	47.51K	1.7K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.01%	7.8K	219K	-34.78K	-81.68%
Mar 31, 2025	LPL FINANCIAL LLC	0.01%	9.35K	261.89K	9.35K	+100.00%
Mar 31, 2025	MSA ADVISORS, LLC	0.01%	11K	308.11K	2K	+22.22%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	0.01%	12.25K	343.12K	0	0
Mar 31, 2025	KLINGENSTEIN FIELDS & CO LP	0.04%	38.35K	1.07M	25.95K	+209.31%
Mar 31, 2025	UBS GROUP AG	0.15%	130.5K	3.66M	93.87K	+256.24%
Mar 31, 2025	WEALTHSTREAM ADVISORS, INC.	0.22%	192.02K	5.38M	-6.92K	-3.48%
Mar 31, 2025	BROWN ADVISORY INC	1.11%	952.17K	26.67M	559.58K	+142.53%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	49.51K	1.39M	36.49K	+280.23%
Mar 31, 2025	BRYN MAWR TRUST CO	0.06%	50.34K	1.41M	50.34K	+100.00%
Mar 31, 2025	SENDERO WEALTH MANAGEMENT, LLC	1.35%	1.16M	32.53M	497.1K	+74.82%
Mar 31, 2025	RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK	1.67%	1.44M	40.2M	1.44M	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-16.44K	-100.00%
Mar 31, 2025	MORGAN STANLEY	0%	267	7.48K	267	+100.00%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.13%	108.07K	3.03M	57K	+111.60%
Mar 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.16%	139K	3.89M	-1.44K	-1.03%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	189.5K	5.31M	-2.49K	-1.30%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.26%	227.05K	6.36M	168.17K	+285.64%
Mar 31, 2025	SUMMIT WEALTH GROUP, LLC	0.43%	365.97K	10.25M	1	0.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.53%	450.86K	12.63M	412.65K	+1,079.95%
Mar 31, 2025	RED DOOR WEALTH MANAGEMENT, LLC	0.53%	456.18K	12.78M	23.47K	+5.42%
Mar 31, 2025	LIDO ADVISORS, LLC	0.04%	34.92K	978.05K	34.92K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.05%	39.14K	1.1M	39.14K	+100.00%
Mar 31, 2025		0.37%	318.89K	8.93M	512	+0.16%
Mar 31, 2025	SENTINEL TRUST CO LBA	0.58%	493.74K	13.83M	0	0
Mar 31, 2025	PERMANENS CAPITAL L.P.	0.58%	497.28K	13.93M	247.6K	+99.16%
Mar 31, 2025	ATLANTA CONSULTING GROUP ADVISORS, LLC	0.7%	598.22K	16.76M	585.31K	+4,534.47%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.02%	18.66K	522.75K	0	0
Mar 31, 2025	FIDUCIARY ALLIANCE LLC	0.07%	60.11K	1.68M	9.22K	+18.11%
Mar 31, 2025	NORTHERN TRUST CORP	0.08%	69.52K	1.95M	0	0

Frequently Asked Questions