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

Who are the major shareholders selling State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF stock?

SANKALA GROUP LLC, in the last quarter, reduced its stake in EEMX by -8.96% restricting it's holding to 5.19 thousand shares of worth nearly $268.59K. MORGAN STANLEY also lessened -33.33% of the EEMX shares from its portfolio, reducing its holding to 2 shares of worth $108.00. FMR LLC also shunned EEMX shares holding by -51.81% last quarter which brought its holding to 40 shares worth $2.17K.

Investors who are buying EEMX stock?

As per its latest 13F filing, AQR CAPITAL MANAGEMENT LLC increased its stake in EEMX by 100% in the last quarter. The institutional holder raised its holding to 3.9 thousand shares having worth more than $211.40K. RAYMOND JAMES FINANCIAL INC also added 100% more shares of EEMX to its portfolio, raising its holding to 6.48 thousand shares of worth $350.72K. COLDSTREAM CAPITAL MANAGEMENT INC also increased its EEMX shares holding by 0.24% which brought its holding to 11.31 thousand shares worth $612.32K.

EEMX's major insiders: who are they?

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

Did an insider recently sell EEMX stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF's stock. Within the last six months, there have been 0 transaction(s) in which EEMX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

How much of EEMX does insiders own?

Around 0 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares are held by insiders, which represents about N/A of EEMX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EEMX?

WINDMILL HILL ASSET MANAGEMENT LTD is the largest institutional owner in EEMX which holds 1.1 million shares worth $59.70M or 44.63% of the total EEMX shares outstanding followed by AQR CAPITAL MANAGEMENT LLC with ownership of 3.9 thousand shares representing 0.16% of the EEMX ownership. SANKALA GROUP LLC is the third largest stakeholder with 5.19 thousand shares or 0.21% of the ownership worth more than $268.59K.

Is there a short position on EEMX's shares?

Number of EEMX 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 EEMX shares are there?

As of today, null shares of EEMX are outstanding.

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

EEMX 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 EEMX is null.

State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) insider trading activity: Get Latest News Today

Q: Which insider recently purchased EEMX stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF insiders have bought stock, totalling 0 shares

Q: Is State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free 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 EEMX is concerned, it is a stock which is optionable.

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. WINDMILL HILL ASSET MANAGEMENT LTD is the top corporate investor, holding 1.1M shares valued at $59.70M. A 44.63% stake in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF is owned by the company. AQR CAPITAL MANAGEMENT LLC owns 3.9K shares valued at $211.40K, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WINDMILL HILL ASSET MANAGEMENT LTD	44.63%	1.1M	59.7M	0	0
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.16%	3.9K	211.4K	3.9K	+100.00%
Jun 30, 2026	SANKALA GROUP LLC	0.21%	5.19K	268.59K	-511	-8.96%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.26%	6.48K	350.72K	6.48K	+100.00%
Jun 30, 2026	BRADLEY FOSTER & SARGENT INC/CT	0.27%	6.55K	354.51K	0	0
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.46%	11.31K	612.32K	27	+0.24%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	4.22%	104.31K	5.65M	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	1	37	0	0
Jun 30, 2026	MORGAN STANLEY	0%	2	108	-1	-33.33%
Jun 30, 2026	DUNHILL FINANCIAL, LLC	0%	14	758	0	0
Jun 30, 2026	FMR LLC	0%	40	2.17K	-43	-51.81%
Jun 30, 2026	ROYAL BANK OF CANADA	0%	92	5K	-14	-13.21%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0%	112	6.06K	0	0
Jun 30, 2026	EVERMAY WEALTH MANAGEMENT LLC	0.01%	275	14.89K	0	0
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	282	15.24K	0	0
Jun 30, 2026	ADVISORNET FINANCIAL, INC	0.01%	318	17.21K	-2	-0.63%
Jun 30, 2026	BROOKLYN FI, LLC	0.02%	420	21.54K	420	+100.00%
Jun 30, 2026	MASECO LLP	0.02%	547	29.63K	0	0
Jun 30, 2026	UBS GROUP AG	0.03%	860	46.57K	768	+834.78%
Jun 30, 2026	N.E.W. ADVISORY SERVICES LLC	0.04%	889	48.16K	-207	-18.89%
Jun 30, 2026	FIRST BANCORP, INC /ME/	0.05%	1.17K	63.35K	1.17K	+100.00%
Jun 30, 2026	ROBINSWOOD FINANCIAL LLC	0.06%	1.58K	85.34K	176	+12.57%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	3.79K	205.37K	1.56K	+69.85%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.16%	3.9K	211.4K	3.9K	+100.00%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.16%	3.96K	214.27K	3.96K	+100.00%
Jun 30, 2026	GENTRUST, LLC	0.16%	3.96K	214.59K	3.96K	+100.00%
Jun 30, 2026	HOBBS GROUP ADVISORS, LLC	0.17%	4.2K	227.42K	4.2K	+100.00%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.18%	4.36K	236.09K	4.36K	+100.00%
Jun 30, 2026	WILLIAM MACK & ASSOCIATES, INC.	0.2%	4.93K	267.01K	247	+5.27%
Jun 30, 2026	GGM FINANCIALS LLC	0.2%	5.04K	272.86K	5.04K	+100.00%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.21%	5.25K	284.12K	-485	-8.46%
Jun 30, 2026	BOYD WEALTH MANAGEMENT, LLC	0.22%	5.49K	297.12K	5.49K	+100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.29%	7.26K	392.96K	7.26K	+100.00%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.31%	7.61K	412K	-530	-6.52%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.32%	7.81K	422.97K	-138	-1.74%
Jun 30, 2026	MARINER, LLC	0.32%	7.84K	424.48K	-4.35K	-35.68%
Jun 30, 2026	PROFFITT & GOODSON INC	0.41%	10.08K	545.93K	-183	-1.78%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.44%	10.81K	585.57K	-400	-3.57%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.45%	11.11K	601.8K	5.44K	+95.70%
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	0.46%	11.3K	612.09K	11.3K	+100.00%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.46%	11.43K	618.93K	0	0
Jun 30, 2026	BAILARD, INC.	0.52%	12.89K	698.04K	0	0
Jun 30, 2026	BLACKROCK, INC.	0.56%	13.91K	753.21K	4K	+40.36%
Jun 30, 2026	JANE STREET GROUP, LLC	0.62%	15.2K	822.8K	-38.12K	-71.50%
Jun 30, 2026	CREATIVE PLANNING	0.66%	16.35K	885.5K	3.49K	+27.08%
Jun 30, 2026	TIFF ADVISORY SERVICES INC	0.67%	16.44K	890.32K	870	+5.59%
Jun 30, 2026	LPL FINANCIAL LLC	1.16%	28.74K	1.56M	1.06K	+3.83%
Jun 30, 2026	CITADEL ADVISORS LLC	1.2%	29.63K	1.6M	-5.95K	-16.72%
Jun 30, 2026	FLOW TRADERS U.S. LLC	1.47%	36.22K	1.96M	-57.53K	-61.37%
Jun 30, 2026	CERITY PARTNERS LLC	1.56%	38.49K	2.08M	-647	-1.65%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	1.69%	41.67K	2.26M	-159	-0.38%
Jun 30, 2026	BALDWIN BROTHERS LLC/MA	2.46%	60.87K	3.3M	3.28K	+5.70%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.95%	72.77K	3.94M	3.27K	+4.71%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.96%	73.19K	3.96M	-10.58K	-12.63%
Jun 30, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	8.1%	199.96K	10.83M	52.87K	+35.95%
Jun 30, 2026	BETTERMENT LLC	22.55%	556.93K	30.16M	-28.75K	-4.91%
Mar 31, 2026	LPL FINANCIAL LLC	1.12%	27.68K	1.22M	-3.04K	-9.90%
Mar 31, 2026	BETTERMENT LLC	23.71%	585.68K	25.89M	-17.66K	-2.93%
Mar 31, 2026	DUNHILL FINANCIAL, LLC	0%	14	618	0	0
Mar 31, 2026	FMR LLC	0%	83	3.68K	-7	-7.78%
Mar 31, 2026	MCILRATH & ECK, LLC	0.05%	1.27K	55.89K	-58	-4.38%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.09%	2.23K	98.66K	-1.2K	-34.95%
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.17%	4.11K	216.66K	-414	-9.14%
Mar 31, 2026	SANKALA GROUP LLC	0.23%	5.71K	246.77K	809	+16.52%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	8.14K	360K	8.14K	+100.00%
Mar 31, 2026	WINDMILL HILL ASSET MANAGEMENT LTD	44.63%	1.1M	48.72M	987.85K	+862.18%
Mar 31, 2026	REBEL FINANCIAL LLC	0%	0	-	-9.95K	-100.00%
Mar 31, 2026	SACHETTA, LLC	0%	0	-	-43	-100.00%
Mar 31, 2026	ECIO, INC.	0%	0	-	-896	-100.00%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-314	-100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	12	530	12	+100.00%
Mar 31, 2026	CWM, LLC	0%	39	1.72K	39	+100.00%
Mar 31, 2026	EVERMAY WEALTH MANAGEMENT LLC	0.01%	275	12.15K	-25	-8.33%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	282	12.42K	0	0
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.01%	320	14.12K	4	+1.27%
Mar 31, 2026	MASECO LLP	0.02%	547	24.18K	547	+100.00%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.04%	1.1K	48.43K	28	+2.62%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.23%	5.68K	251K	5.68K	+100.00%
Mar 31, 2026		0.06%	1.4K	61.87K	0	0
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	1.69%	41.83K	1.85M	-3.75K	-8.22%
Mar 31, 2026	BALDWIN BROTHERS LLC/MA	2.33%	57.58K	2.54M	47.55K	+473.60%
Mar 31, 2026	VANGUARD ADVISERS INC	0%	4	177	4	+100.00%
Mar 31, 2026	UBS GROUP AG	0%	92	4.07K	92	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	106	5K	-18	-14.52%
Mar 31, 2026	BLACKROCK, INC.	0.4%	9.91K	437.98K	0	0
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.45%	11.21K	495.62K	31	+0.28%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.46%	11.28K	498.58K	230	+2.08%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.46%	11.43K	505.16K	0	0
Mar 31, 2026	MARINER, LLC	0.49%	12.19K	538.6K	5.1K	+71.91%
Mar 31, 2026	TIFF ADVISORY SERVICES INC	0.63%	15.57K	688.22K	-356	-2.24%
Mar 31, 2026	CITADEL ADVISORS LLC	1.44%	35.58K	1.57M	35.58K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.39%	83.78K	3.7M	83.78K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	4.22%	104.31K	4.61M	-93	-0.09%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.23%	5.73K	253.33K	-107.83K	-94.95%
Mar 31, 2026	BRADLEY FOSTER & SARGENT INC/CT	0.27%	6.55K	289.35K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.32%	7.95K	351.35K	-200	-2.45%
Mar 31, 2026	PROFFITT & GOODSON INC	0.42%	10.27K	453.67K	-15	-0.15%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	112	4.95K	22	+24.44%
Mar 31, 2026	URBAN FINANCIAL ADVISORY CORP	0%	1	27	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	35	1	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	1	44	1	+100.00%
Mar 31, 2026	MORGAN STANLEY	0%	3	135	0	0
Mar 31, 2026	GW&K INVESTMENT MANAGEMENT, LLC	0%	117	5K	117	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.81%	69.5K	3.07M	14.44K	+26.24%
Mar 31, 2026	JANE STREET GROUP, LLC	2.16%	53.32K	2.36M	53.32K	+100.00%
Mar 31, 2026	ROBINSWOOD FINANCIAL LLC	0.06%	1.4K	61.87K	0	0
Mar 31, 2026	WILLIAM MACK & ASSOCIATES, INC.	0.19%	4.68K	207.02K	-28	-0.59%
Mar 31, 2026	CERITY PARTNERS LLC	1.58%	39.14K	1.73M	-11.45K	-22.64%
Mar 31, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	5.95%	147.08K	6.5M	147.08K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	3.8%	93.75K	4.14M	93.75K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.52%	12.87K	568.72K	-714	-5.26%
Mar 31, 2026	BAILARD, INC.	0.52%	12.89K	569.73K	0	0
Dec 31, 2025	PROFFITT & GOODSON INC	0.54%	10.28K	438.38K	-77	-0.74%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.58%	11.18K	476.88K	-1.31K	-10.49%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.6%	11.43K	487.42K	0	0
Dec 31, 2025	BAILARD, INC.	0.67%	12.89K	549.72K	0	0
Dec 31, 2025	SACHETTA, LLC	0%	43	1.82K	-16	-27.12%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	90	3.84K	0	0
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.02%	316	13.46K	0	0
Dec 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.02%	300	12.79K	0	0
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.02%	314	13.39K	314	+100.00%
Dec 31, 2025	ECIO, INC.	0.05%	896	38.2K	896	+100.00%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.06%	1.07K	45.54K	2	+0.19%
Dec 31, 2025	MCILRATH & ECK, LLC	0.07%	1.32K	56.4K	578	+77.58%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	3.43K	146.36K	1.75K	+104.23%
Dec 31, 2025	TIFF ADVISORY SERVICES INC	0.83%	15.93K	679.23K	-57.46K	-78.30%
Dec 31, 2025	MARINER, LLC	0.35%	7.09K	302.29K	4	+0.06%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.39%	8.15K	347.49K	425	+5.50%
Dec 31, 2025	BLACKROCK, INC.	0.48%	9.91K	422.6K	9.91K	+100.00%
Dec 31, 2025	BALDWIN BROTHERS LLC/MA	0.52%	10.04K	428.1K	10.04K	+100.00%
Dec 31, 2025	CREATIVE PLANNING	0.66%	13.58K	579.18K	15	+0.11%
Dec 31, 2025	LPL FINANCIAL LLC	1.47%	30.72K	1.31M	90	+0.29%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	2.38%	45.58K	1.94M	-312	-0.68%
Dec 31, 2025	CERITY PARTNERS LLC	2.43%	50.59K	2.16M	253	+0.50%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.68%	55.05K	2.35M	650	+1.19%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	5.45%	104.4K	4.45M	37.99K	+57.20%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	5.53%	113.57K	4.84M	5.93K	+5.51%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-55.89K	-100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	124	5K	0	0
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	282	12K	0	0
Dec 31, 2025	WINDMILL HILL ASSET MANAGEMENT LTD	5.98%	114.58K	4.89M	114.58K	+100.00%
Dec 31, 2025	REBEL FINANCIAL LLC	0.52%	9.95K	424.22K	9.95K	+100.00%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-781	-100.00%
Dec 31, 2025	BOYD WEALTH MANAGEMENT, LLC	0%	0	-	-9.17K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-539	-100.00%
Dec 31, 2025	URBAN FINANCIAL ADVISORY CORP	0%	1	26	0	0
Dec 31, 2025	MORGAN STANLEY	0%	3	130	1	+50.00%
Dec 31, 2025	DUNHILL FINANCIAL, LLC	0%	14	597	0	0
Dec 31, 2025	FMR LLC	0%	90	3.82K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-4.95K	-100.00%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-33.33K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-6.12K	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	0	-	-9.79K	-100.00%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.53%	11.05K	471.26K	-251	-2.22%
Dec 31, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0%	0	-	-117	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-251	-100.00%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.24%	4.53K	205.58K	4.53K	+100.00%
Dec 31, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.32%	6.55K	279.19K	6.55K	+100.00%
Dec 31, 2025	BETTERMENT LLC	29.39%	603.35K	25.73M	-12.69K	-2.06%
Dec 31, 2025		0.23%	4.71K	200.94K	-91	-1.89%
Sep 30, 2025	CREATIVE PLANNING	0.64%	13.57K	567.53K	-841	-5.84%
Sep 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.01%	300	12.55K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	4.95K	207.24K	-6.6K	-57.11%
Sep 30, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.01%	117	5K	117	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.45%	30.63K	1.28M	-1.45K	-4.53%
Sep 30, 2025	BELVEDERE TRADING LLC	0%	0	-	-6.14K	-100.00%
Sep 30, 2025	MASECO LLP	0%	0	-	-643	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	6.12K	256.05K	-3.45K	-36.07%
Sep 30, 2025	FIRST NATIONAL CORP /MA/ /ADV	0.23%	4.89K	206.02K	4.89K	+100.00%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	2.17%	45.89K	1.92M	-2.14K	-4.46%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-9.11K	-100.00%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	5.1%	107.64K	4.5M	314	+0.29%
Sep 30, 2025	TIFF ADVISORY SERVICES INC	3.47%	73.39K	3.07M	73.39K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	3.14%	66.42K	2.78M	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	2.65%	55.89K	2.34M	-140.26K	-71.51%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.58%	54.4K	2.28M	-430	-0.78%
Sep 30, 2025	CERITY PARTNERS LLC	2.38%	50.34K	2.11M	50.34K	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	1.58%	33.33K	1.39M	-59.24K	-64.00%
Sep 30, 2025	BAILARD, INC.	0.61%	12.89K	539.25K	-1	-0.01%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.59%	12.49K	522.61K	-394	-3.06%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	1.68K	69.96K	-754	-30.98%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.05%	1.07K	44.61K	-29	-2.65%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.04%	781	32.67K	781	+100.00%
Sep 30, 2025	MCILRATH & ECK, LLC	0.04%	745	31.17K	745	+100.00%
Sep 30, 2025	UBS GROUP AG	0.03%	539	22.55K	-2.41K	-81.75%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	124	5K	-14.6K	-99.16%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	90	3.77K	0	0
Sep 30, 2025	SACHETTA, LLC	0%	59	2.46K	0	0
Sep 30, 2025	DUNHILL FINANCIAL, LLC	0%	14	586	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Sep 30, 2025	BETTERMENT LLC	29.17%	616.04K	25.77M	-25.62K	-3.99%
Sep 30, 2025	BOYD WEALTH MANAGEMENT, LLC	0.43%	9.17K	383.72K	9.17K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.37%	7.72K	323.12K	-1.61K	-17.28%
Sep 30, 2025		0.23%	4.8K	200.92K	4.8K	+100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	282	11.74K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	251	10.5K	0	0
Sep 30, 2025	URBAN FINANCIAL ADVISORY CORP	0%	1	25	1	+100.00%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.54%	11.43K	478.14K	0	0
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.54%	11.3K	472.79K	-581	-4.89%
Sep 30, 2025	PROFFITT & GOODSON INC	0.49%	10.36K	433.25K	-194	-1.84%
Sep 30, 2025	CITIGROUP INC	0.46%	9.79K	409.49K	9.79K	+100.00%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.02%	316	13.24K	-2	-0.63%
Sep 30, 2025	MARINER, LLC	0.34%	7.09K	296.4K	-1.23K	-14.76%
Sep 30, 2025	MORGAN STANLEY	0%	2	84	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-669	-100.00%
Sep 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	0	-	-43	-100.00%
Sep 30, 2025	GTS SECURITIES LLC	0%	0	-	-6.84K	-100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-6.08K	-100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-4.03K	-100.00%
Sep 30, 2025	FMR LLC	0%	90	3.74K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	282	10.56K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	669	25.07K	669	+100.00%
Jun 30, 2025	UBS GROUP AG	0.13%	2.95K	110.66K	2.63K	+800.30%
Jun 30, 2025	DUNHILL FINANCIAL, LLC	0%	14	524	14	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	251	9.41K	-61	-19.55%
Jun 30, 2025	MASECO LLP	0.03%	643	24.13K	643	+100.00%
Jun 30, 2025	REBEL FINANCIAL LLC	0.44%	9.78K	366.38K	9.78K	+100.00%
Jun 30, 2025	FMR LLC	0%	90	3.35K	-56	-38.36%
Jun 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.01%	300	11.24K	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	318	11.92K	11	+3.58%
Jun 30, 2025	CREATIVE PLANNING	0.65%	14.41K	539.92K	-304	-2.07%
Jun 30, 2025	LPL FINANCIAL LLC	1.44%	32.09K	1.2M	1.39K	+4.52%
Jun 30, 2025	OLD MISSION CAPITAL LLC	4.15%	92.57K	3.47M	419	+0.45%
Jun 30, 2025	MORGAN STANLEY	0%	2	75K	0	0
Jun 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0%	0	-	-19.85K	-100.00%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	2.15%	48.04K	1.8M	-46.02K	-48.93%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.46%	54.83K	2.05M	-931	-1.67%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.98%	66.42K	2.49M	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	8.79%	196.15K	7.35B	53.19K	+37.21%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	4.81%	107.33K	4.02M	-16.13K	-13.06%
Jun 30, 2025	BETTERMENT LLC	28.74%	641.66K	24.04M	-85.29K	-11.73%
Jun 30, 2025	URBAN FINANCIAL ADVISORY CORP	0%	0	-	-5.16K	-100.00%
Jun 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	43	1.61K	43	+100.00%
Jun 30, 2025	BELVEDERE TRADING LLC	0.28%	6.14K	230.05K	-4.8K	-43.88%
Jun 30, 2025	GTS SECURITIES LLC	0.31%	6.84K	256.13K	6.84K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	2.43K	91.27K	6	+0.25%
Jun 30, 2025	MARINER, LLC	0.37%	8.31K	311.49K	8.31K	+100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	9.11K	341K	9.11K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.42%	9.34K	349.9K	281	+3.10%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	9.57K	358.77K	-13.02K	-57.62%
Jun 30, 2025	JANE STREET GROUP, LLC	0.52%	11.55K	432.85K	-2.27K	-16.41%
Jun 30, 2025		0.03%	643	24.13K	643	+100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.53%	11.88K	445.3K	-3.58K	-23.14%
Jun 30, 2025	BAILARD, INC.	0.58%	12.89K	483.11K	0	0
Jun 30, 2025	ECIO, INC.	0%	0	-	-981	-100.00%
Jun 30, 2025	SACHETTA, LLC	0%	59	2.2K	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.18%	4.03K	301.89K	4.03K	+100.00%
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.05%	1.1K	41.04K	22	+2.05%
Jun 30, 2025	PROFFITT & GOODSON INC	0.47%	10.55K	395.38K	188	+1.81%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.51%	11.43K	428.32K	0	0
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.58%	12.89K	482.92K	56	+0.44%
Jun 30, 2025	ROYAL BANK OF CANADA	0.66%	14.72K	552K	6.63K	+82.01%
Jun 30, 2025	CERITY PARTNERS LLC	0%	0	-	-51.73K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	90	3.37K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0.27%	6.08K	228K	6.08K	+100.00%
Jun 30, 2025	JFG WEALTH MANAGEMENT, LLC	0%	0	-	-7.03K	-100.00%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0%	0	-	-9.51K	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-7.88K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	21	1	+100.00%
Mar 31, 2025	FMR LLC	0.01%	146	4.89K	-17	-10.43%
Mar 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0%	0	-	-8.37K	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-518	-100.00%
Mar 31, 2025	MORGAN STANLEY	0%	2	67	-1	-33.33%
Mar 31, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.01%	300	10.08K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.41%	9.06K	304.19K	774	+9.35%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.43%	9.51K	319.28K	9.51K	+100.00%
Mar 31, 2025	PROFFITT & GOODSON INC	0.47%	10.36K	348.1K	2.84K	+37.79%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	0	-	-600	-100.00%
Mar 31, 2025	BETTERMENT LLC	33.2%	726.95K	24.42M	-68.71K	-8.64%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	282	9.47K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.63%	13.82K	464.16K	7.11K	+105.99%
Mar 31, 2025	CREATIVE PLANNING	0.67%	14.71K	494.19K	0	0
Mar 31, 2025	CERITY PARTNERS LLC	2.36%	51.73K	1.74M	-52	-0.10%
Mar 31, 2025	BELVEDERE TRADING LLC	0.5%	10.94K	367.45K	10.94K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.55%	55.76K	1.87M	2.2K	+4.10%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	3.03%	66.42K	2.23M	770	+1.17%
Mar 31, 2025	OLD MISSION CAPITAL LLC	4.21%	92.15K	3.1M	-31.05K	-25.20%
Mar 31, 2025	ROYAL BANK OF CANADA	0.37%	8.09K	272K	145	+1.83%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.03%	22.59K	758.89K	1.52K	+7.19%
Mar 31, 2025	LPL FINANCIAL LLC	1.4%	30.7K	1.03M	15.41K	+100.78%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	4.3%	94.06K	3.16M	-1.18K	-1.23%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	5.64%	123.45K	4.15M	2.1K	+1.73%
Mar 31, 2025	CITADEL ADVISORS LLC	6.53%	142.96K	4.8M	75.19K	+110.96%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	2.43K	81.67K	2.43K	+100.00%
Mar 31, 2025	URBAN FINANCIAL ADVISORY CORP	0.24%	5.16K	173.22K	0	0
Mar 31, 2025	JFG WEALTH MANAGEMENT, LLC	0.32%	7.03K	236.18K	-348	-4.72%
Mar 31, 2025	BOYD WEALTH MANAGEMENT, LLC	0%	0	-	-8.75K	-100.00%
Mar 31, 2025	SIMPLEX TRADING, LLC	0%	0	-	-811	-100.00%
Mar 31, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0%	0	-	-240	-100.00%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.01%	307	10.33K	-93	-23.25%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	312	10.08K	0	0
Mar 31, 2025	UBS GROUP AG	0.02%	328	11.02K	243	+285.88%
Mar 31, 2025	ECIO, INC.	0.04%	981	32.94K	981	+100.00%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.52%	11.43K	383.94K	0	0
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.59%	12.83K	431.01K	200	+1.58%
Mar 31, 2025	BAILARD, INC.	0.59%	12.89K	433.05K	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-1	-100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-10.25K	-100.00%
Mar 31, 2025	SACHETTA, LLC	0%	59	1.97K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	90	3.02K	0	0
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.05%	1.07K	36.04K	1.07K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.36%	7.88K	265K	-12.63K	-61.58%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.71%	15.46K	519.35K	-1.53K	-8.99%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.91%	19.85K	666.65K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.58%	15.54K	487.48K	-1.4K	-8.24%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-2	-100.00%
Mar 31, 2024	UBS GROUP AG	0%	85	2.67K	-915	-91.50%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	90	2.82K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.01%	282	9.07K	0	0
Mar 31, 2024	EVERMAY WEALTH MANAGEMENT LLC	0.01%	300	9.41K	0	0
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.02%	402	12.62K	22	+5.79%
Mar 31, 2024		0.02%	600	18.82K	600	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.03%	809	25.37K	381	+89.02%
Mar 31, 2024	ROYAL BANK OF CANADA	0.24%	6.4K	201K	156	+2.50%
Mar 31, 2024	ASTORIA PORTFOLIO ADVISORS LLC.	0.27%	6.68K	204.75K	6.68K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.31%	8.2K	257.25K	8.2K	+100.00%
Mar 31, 2024	PROFFITT & GOODSON INC	0.31%	7.71K	241.7K	2.55K	+49.53%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.4%	10.64K	334K	2.27K	+27.08%
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.51%	12.61K	395.58K	65	+0.52%
Mar 31, 2024	BAILARD, INC.	0.52%	12.94K	405.77K	-525	-3.90%
Mar 31, 2024	CREATIVE PLANNING	0.55%	14.85K	465.7K	136	+0.92%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.56%	13.89K	436.13K	13.89K	+100.00%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.8%	19.85K	622.38K	0	0
Mar 31, 2024	COLDSTREAM CAPITAL MANAGEMENT INC	0.84%	20.8K	652.39K	468	+2.30%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.91%	24.56K	770.27K	-15.14K	-38.13%
Mar 31, 2024	FLOW TRADERS U.S. LLC	1.11%	27.46K	861K	-2.17K	-7.34%
Mar 31, 2024	CITADEL ADVISORS LLC	1.12%	30.04K	942.19K	-45.08K	-60.01%
Mar 31, 2024	JANE STREET GROUP, LLC	2.08%	55.92K	1.75M	-67.35K	-54.63%
Mar 31, 2024	CERITY PARTNERS LLC	2.12%	52.6K	1.65M	-86	-0.16%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	4.86%	120.56K	3.78M	20.1K	+20.00%
Mar 31, 2024	SANDY SPRING BANK	0%	0	-	-6	-100.00%
Mar 31, 2024	GTS SECURITIES LLC	0%	0	-	-11.56K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-10.65K	-100.00%
Mar 31, 2024	MORGAN STANLEY	0%	3	124	-36	-92.31%
Mar 31, 2024	TIDEMARK, LLC	0%	48	1.51K	-182	-79.13%
Mar 31, 2024	SACHETTA, LLC	0%	111	3.42M	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	191	5.99K	191	+100.00%
Mar 31, 2024	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.01%	240	8K	0	0
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	600	18.82K	600	+100.00%
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	0.08%	1.98K	62.09K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	7.87K	246.87K	430	+5.78%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.64%	65.49K	2.05M	5.99K	+10.06%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	3.06%	75.77K	2.38M	0	0
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	3.79%	94.02K	2.95M	25.36K	+36.93%
Mar 31, 2024	OLD MISSION CAPITAL LLC	5.32%	131.99K	4.14M	-13.35K	-9.19%
Mar 31, 2024	BETTERMENT LLC	39.1%	969.38K	30.4M	58.16K	+6.38%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.46%	11.43K	358.45K	0	0
Dec 31, 2023	BETTERMENT LLC	36.67%	911.22K	28.07M	30.3K	+3.44%
Dec 31, 2023	FMR LLC	0%	1	31	1	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	2	61	-280	-99.29%
Dec 31, 2023	SANDY SPRING BANK	0%	6	185	6	+100.00%
Dec 31, 2023	MORGAN STANLEY	0%	39	1.21K	36	+1,200.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	90	2.77K	0	0
Dec 31, 2023	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.01%	240	7K	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.01%	282	8.54K	0	0
Dec 31, 2023	EVERMAY WEALTH MANAGEMENT LLC	0.01%	300	9.24K	0	0
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	8.37K	258K	-76	-0.90%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0.02%	380	11.71K	33	+9.51%
Dec 31, 2023	UBS GROUP AG	0.04%	1K	30.8K	879	+726.45%
Dec 31, 2023	BALDWIN BROTHERS LLC/MA	0.08%	1.98K	60.99K	-12.86K	-86.66%
Dec 31, 2023	PROFFITT & GOODSON INC	0.21%	5.15K	158.75K	157	+3.14%
Dec 31, 2023	ROYAL BANK OF CANADA	0.25%	6.25K	193K	136	+2.23%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	2.76%	68.67K	2.12M	-18.8K	-21.49%
Dec 31, 2023	CITADEL ADVISORS LLC	3.02%	75.13K	2.31M	56.33K	+299.74%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.39%	59.5K	1.83M	0	0
Dec 31, 2023	LAKE STREET ADVISORS GROUP, LLC	3.04%	75.55K	2.33M	-18.12K	-19.35%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	4.04%	100.46K	3.09M	16.97K	+20.32%
Dec 31, 2023	JANE STREET GROUP, LLC	4.96%	123.27K	3.8M	-21.63K	-14.93%
Dec 31, 2023	OLD MISSION CAPITAL LLC	5.85%	145.34K	4.48M	-6.52K	-4.29%
Dec 31, 2023	CERITY PARTNERS LLC	2.12%	52.68K	1.62M	15.46K	+41.55%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.6%	39.7K	1.22M	1.39K	+3.62%
Dec 31, 2023	FLOW TRADERS U.S. LLC	1.19%	29.63K	913K	1.76K	+6.32%
Dec 31, 2023	COLDSTREAM CAPITAL MANAGEMENT INC	0.82%	20.34K	626.35K	-1.31K	-6.05%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.8%	19.85K	611.29K	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.68%	16.94K	521.79K	-2.27K	-11.82%
Dec 31, 2023	CREATIVE PLANNING	0.59%	14.71K	453.23K	0	0
Dec 31, 2023	BAILARD, INC.	0.54%	13.46K	414.71K	-2.54K	-15.87%
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	0.51%	12.55K	386.53K	0	0
Dec 31, 2023		0%	111	3.42K	111	+100.00%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.46%	11.43K	352.06K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.43%	10.65K	328.01K	10.65K	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.43%	10.59K	326.31K	440	+4.33%

Frequently Asked Questions