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

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

BOYD WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in EFAX by -5.83% restricting it's holding to 7.69 thousand shares of worth nearly $416.03K. MIRACLE MILE ADVISORS, LLC also lessened -2.22% of the EFAX shares from its portfolio, reducing its holding to 90.91 thousand shares of worth $4.92M. RAYMOND JAMES FINANCIAL INC also shunned EFAX shares holding by -4.68% last quarter which brought its holding to 8.46 thousand shares worth $457.76K.

Investors who are buying EFAX stock?

As per its latest 13F filing, SCS CAPITAL MANAGEMENT LLC increased its stake in EFAX by 1,947.63% in the last quarter. The institutional holder raised its holding to 138.93 thousand shares having worth more than $7.52M. KINGSVIEW WEALTH MANAGEMENT, LLC also added 100% more shares of EFAX to its portfolio, raising its holding to 164.98 thousand shares of worth $8.93M. SEI INVESTMENTS CO also increased its EFAX shares holding by 0.92% which brought its holding to 121.42 thousand shares worth $6.57M.

EFAX's major insiders: who are they?

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

Did an insider recently sell EFAX stock?

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

Which insider recently purchased EFAX stock?

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

How much of EFAX does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in EFAX?

SCS CAPITAL MANAGEMENT LLC is the largest institutional owner in EFAX which holds 138.93 thousand shares worth $7.52M or 1.51% of the total EFAX shares outstanding followed by KINGSVIEW WEALTH MANAGEMENT, LLC with ownership of 164.98 thousand shares representing 1.8% of the EFAX ownership. BOYD WEALTH MANAGEMENT, LLC is the third largest stakeholder with 7.69 thousand shares or 0.08% of the ownership worth more than $416.03K.

Is State Street SPDR MSCI EAFE 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 EFAX is concerned, it is a stock which is optionable.

Is there a short position on EFAX's shares?

Number of EFAX 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 EFAX shares are there?

As of today, null shares of EFAX are outstanding.

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

EFAX 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 EFAX is null.

State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) 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. SCS CAPITAL MANAGEMENT LLC is the top corporate investor, holding 138.93K shares valued at $7.52M. A 1.51% stake in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF is owned by the company. KINGSVIEW WEALTH MANAGEMENT, LLC owns 164.98K shares valued at $8.93M, which translates its holding of 1.8% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	1.51%	138.93K	7.52M	132.15K	+1,947.63%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	1.8%	164.98K	8.93M	164.98K	+100.00%
Jun 30, 2026	BOYD WEALTH MANAGEMENT, LLC	0.08%	7.69K	416.03K	-476	-5.83%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.99%	90.91K	4.92M	-2.06K	-2.22%
Jun 30, 2026	SEI INVESTMENTS CO	1.32%	121.42K	6.57M	1.11K	+0.92%
Jun 30, 2026	CERITY PARTNERS LLC	1.33%	121.86K	6.6M	124	+0.10%
Jun 30, 2026	LPL FINANCIAL LLC	1.33%	122.39K	6.62M	2.62K	+2.18%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.77%	254.54K	13.78M	19.91K	+8.48%
Jun 30, 2026	BETTERMENT LLC	16.06%	1.47M	79.81M	42.91K	+3.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.09%	8.46K	457.76K	-415	-4.68%
Jun 30, 2026	OPEROSE ADVISORS LLC	0.1%	9.59K	518.85K	144	+1.52%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.81%	166.46K	9.01M	0	0
Jun 30, 2026	LEITH WHEELER INVESTMENT COUNSEL LTD.	2.46%	225.9K	12.23M	225.9K	+100.00%
Jun 30, 2026	GGM FINANCIALS LLC	0.12%	11.24K	608.1K	11.24K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	16.19K	876.17K	-171	-1.05%
Jun 30, 2026	JPMORGAN CHASE & CO	0.2%	18.34K	988.71K	-200	-1.08%
Jun 30, 2026	WHIPPLEWOOD ADVISORS, LLC	0.21%	19.62K	1.06M	422	+2.20%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.22%	19.84K	1.07M	-1.92K	-8.81%
Jun 30, 2026	PROFFITT & GOODSON INC	0.23%	20.81K	1.13M	840	+4.21%
Jun 30, 2026	GENTRUST, LLC	0.05%	4.73K	255.86K	-110	-2.27%
Jun 30, 2026	ETHIC INC.	0.06%	5.14K	278.18K	5.14K	+100.00%
Jun 30, 2026	COLTON GROOME FINANCIAL ADVISORS, LLC	0.06%	5.53K	299.02K	155	+2.89%
Jun 30, 2026	DIVERSIFIED ENTERPRISES, LLC	0.06%	5.64K	305.03K	186	+3.41%
Jun 30, 2026	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.06%	5.7K	308.44K	0	0
Jun 30, 2026	CLARION WEALTH MANAGMENT PARTNERS, LLC	0.06%	5.87K	317.7K	25	+0.43%
Jun 30, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.06%	6.01K	325.11K	-925	-13.34%
Jun 30, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.07%	6.52K	353.09K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.08%	7.02K	379.77K	119	+1.73%
Jun 30, 2026	AUFMAN ASSOCIATES INC	0.08%	7.07K	382.77K	106	+1.52%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	7.18K	388.44K	45	+0.63%
Jun 30, 2026	KEY FINANCIAL INC	0.08%	7.21K	390.43K	0	0
Jun 30, 2026	ECIO, INC.	0.08%	7.38K	399.38K	91	+1.25%
Jun 30, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.09%	7.96K	430.97K	7.96K	+100.00%
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.16%	14.92K	807.22K	3.43K	+29.90%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.19%	17.27K	934.89K	-895	-4.93%
Jun 30, 2026	TIFF ADVISORY SERVICES INC	0.36%	33.09K	1.79M	1.37K	+4.30%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.4%	36.77K	1.99M	-257	-0.69%
Jun 30, 2026	XPONANCE, INC.	0.54%	49.14K	2.66M	7.98K	+19.38%
Jun 30, 2026	VALUES ADDED FINANCIAL LLC	0.55%	50.52K	2.73M	-6.55K	-11.48%
Jun 30, 2026	BAILARD, INC.	2.74%	251.57K	13.62M	16.55K	+7.04%
Jun 30, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	3.61%	331.51K	17.94M	-17.74K	-5.08%
Jun 30, 2026	GEMMER ASSET MANAGEMENT LLC	7.77%	713.53K	38.62M	19.05K	+2.74%
Jun 30, 2026	AGF MANAGEMENT LTD	0.28%	25.53K	1.38M	315	+1.25%
Jun 30, 2026	OXFORD FINANCIAL GROUP LTD	0.35%	31.69K	1.72M	12.15K	+62.16%
Jun 30, 2026	JANE STREET GROUP, LLC	0.57%	52.62K	2.85M	-332	-0.63%
Jun 30, 2026	NEPC LLC	0.58%	53.26K	2.88M	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.61%	56.09K	3.04M	-39.91K	-41.58%
Jun 30, 2026	MARINER, LLC	0.67%	61.23K	3.31M	-12.17K	-16.58%
Jun 30, 2026	INSIGHT ADVISORS, LLC/ PA	0.09%	8.09K	437.57K	524	+6.93%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.1%	8.81K	476.54K	8.81K	+100.00%
Jun 30, 2026	WINDMILL HILL ASSET MANAGEMENT LTD	2.48%	227.94K	12.34M	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.8%	73.58K	3.98M	-1.15K	-1.54%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.84%	77.18K	4.18M	40K	+107.62%
Jun 30, 2026	BRIDGEWATER ADVISORS INC.	0.09%	8.11K	445.43K	-164	-1.98%
Jun 30, 2026	CHOATE INVESTMENT ADVISORS	0.09%	8.38K	453.27K	997	+13.51%
Jun 30, 2026	HOBBS GROUP ADVISORS, LLC	0.09%	8.38K	453.37K	-452	-5.12%
Jun 30, 2026		0.13%	11.61K	628.23K	11.61K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.13%	12.17K	658.55K	-274	-2.20%
Jun 30, 2026	MASECO LLP	0.13%	12.28K	664.57K	0	0
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.15%	13.38K	723.91K	40	+0.30%
Jun 30, 2026	BRADLEY FOSTER & SARGENT INC/CT	0.24%	22.13K	1.2M	0	0
Jun 30, 2026	ADVISORY SOLUTIONS GROUP, LLC	0.13%	11.61K	628.23K	11.61K	+100.00%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.11%	10.05K	543.84K	0	0
Jun 30, 2026	RETIREMENT INCOME SOLUTIONS, INC	0.11%	10.53K	523.79K	0	0
Jun 30, 2026	MARQUETTE ASSOCIATES, INC.	0.25%	23.04K	1.25M	-982	-4.09%
Jun 30, 2026	CAMELOT TECHNOLOGY ADVISORS, INC.	0.28%	25.48K	1.38M	4.65K	+22.29%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.66%	60.85K	3.29M	29.97K	+97.02%
Mar 31, 2026	AGF MANAGEMENT LTD	0.27%	25.21K	1.25M	75	+0.30%
Mar 31, 2026	SEI INVESTMENTS CO	1.3%	120.31K	5.99M	-3.08K	-2.50%
Mar 31, 2026	CERITY PARTNERS LLC	1.31%	121.74K	6.06M	1.09K	+0.91%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.79%	166.46K	8.28M	0	0
Mar 31, 2026	WINDMILL HILL ASSET MANAGEMENT LTD	2.46%	227.94K	11.34M	0	0
Mar 31, 2026	BAILARD, INC.	2.53%	235.02K	11.7M	37.2K	+18.80%
Mar 31, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	3.76%	349.25K	17.38M	30.59K	+9.60%
Mar 31, 2026	GEMMER ASSET MANAGEMENT LLC	7.48%	694.48K	34.56M	32.58K	+4.92%
Mar 31, 2026	CREATIVE PLANNING	0.08%	6.9K	343.3K	0	0
Mar 31, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.08%	6.93K	344.98K	0	0
Mar 31, 2026	MASECO LLP	0.13%	12.28K	610.8K	12.28K	+100.00%
Mar 31, 2026	BETTERMENT LLC	15.42%	1.43M	71.26M	-3.87K	-0.27%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.11%	10.05K	500.08K	1.24K	+14.13%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	7.13K	354.93K	-186	-2.54%
Mar 31, 2026	MCILRATH & ECK, LLC	0.08%	7.21K	358.7K	-43	-0.59%
Mar 31, 2026	ECIO, INC.	0.08%	7.29K	362.68K	253	+3.60%
Mar 31, 2026	CHOATE INVESTMENT ADVISORS	0.08%	7.38K	367.17K	335	+4.76%
Mar 31, 2026	HOBBS GROUP ADVISORS, LLC	0.1%	8.83K	439.37K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.1%	8.87K	441.57K	8.87K	+100.00%
Mar 31, 2026	RETIREMENT INCOME SOLUTIONS, INC	0.11%	10.53K	523.79K	0	0
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.14%	13.34K	663.67K	6.62K	+98.54%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	16.36K	814.13K	3.27K	+25.01%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.2%	18.17K	904.2K	3.04K	+20.09%
Mar 31, 2026	JPMORGAN CHASE & CO	0.2%	18.54K	892.53K	-62	-0.33%
Mar 31, 2026	TIFF ADVISORY SERVICES INC	0.34%	31.73K	1.58M	-792	-2.44%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.4%	37.03K	1.84M	1.36K	+3.80%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.4%	37.17K	1.85M	-7.66K	-17.09%
Mar 31, 2026	XPONANCE, INC.	0.44%	41.16K	2.05M	992	+2.47%
Mar 31, 2026	JANE STREET GROUP, LLC	0.57%	52.95K	2.64M	33.15K	+167.42%
Mar 31, 2026	NEPC LLC	0.57%	53.26K	2.65M	0	0
Mar 31, 2026	VALUES ADDED FINANCIAL LLC	0.61%	57.07K	2.84M	-4.69K	-7.59%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.02%	1.83K	91.18K	49	+2.75%
Mar 31, 2026	ARCADIA INVESTMENT ADVISORS LLC	0.05%	3.92K	194.93K	38	+0.98%
Mar 31, 2026	BURNS J W & CO INC/NY	0.05%	4.55K	226.44K	4.55K	+100.00%
Mar 31, 2026	BLUE ZONE WEALTH ADVISORS, LLC	0.05%	4.56K	226.93K	0	0
Mar 31, 2026	FIRST BANCORP, INC /ME/	0.05%	4.57K	227.43K	0	0
Mar 31, 2026	GENTRUST, LLC	0.06%	4.84K	240.74K	0	0
Mar 31, 2026	COLTON GROOME FINANCIAL ADVISORS, LLC	0.06%	5.37K	267.24K	280	+5.50%
Mar 31, 2026	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.07%	5.7K	283.62K	0	0
Mar 31, 2026	CLARION WEALTH MANAGMENT PARTNERS, LLC	0.07%	5.85K	290.87K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	5.93K	295.29K	-2.44K	-29.10%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	5.95K	296.26K	-2.19K	-26.89%
Mar 31, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.07%	6.52K	324.67K	0	0
Mar 31, 2026		0.03%	3K	145.41K	430	+16.76%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.08%	6.79K	337.68K	0	0
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.09%	8.27K	441.98K	-1.1K	-11.78%
Mar 31, 2026	MARINER, LLC	0.79%	73.4K	3.65M	14.18K	+23.95%
Mar 31, 2026	ROYAL BANK OF CANADA	0.81%	74.73K	3.72M	2.31K	+3.20%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	1%	92.97K	4.63M	-9.5K	-9.27%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.03%	96K	4.78M	-20.7K	-17.74%
Mar 31, 2026	CITADEL ADVISORS LLC	1.18%	109.55K	5.45M	37.33K	+51.70%
Mar 31, 2026	LPL FINANCIAL LLC	1.29%	119.77K	5.96M	-30	-0.03%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.13%	12.44K	619.19K	388	+3.22%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.21%	19.2K	955.56K	-669	-3.37%
Mar 31, 2026	AUFMAN ASSOCIATES INC	0.08%	6.97K	346.71K	0	0
Mar 31, 2026	KEY FINANCIAL INC	0.08%	7.21K	359.01K	0	0
Mar 31, 2026	OXFORD FINANCIAL GROUP LTD	0.21%	19.54K	972.53K	0	0
Mar 31, 2026	PROFFITT & GOODSON INC	0.22%	19.97K	994.03K	-591	-2.87%
Mar 31, 2026	CAMELOT TECHNOLOGY ADVISORS, INC.	0.22%	20.84K	1.04M	882	+4.42%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.23%	21.76K	1.1M	28	+0.13%
Mar 31, 2026	BRADLEY FOSTER & SARGENT INC/CT	0.24%	22.13K	1.1M	0	0
Mar 31, 2026	MARQUETTE ASSOCIATES, INC.	0.26%	24.02K	1.2M	1.29K	+5.68%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.33%	30.88K	1.54M	30.88K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.53%	234.63K	11.68M	-44.92K	-16.07%
Mar 31, 2026	INSIGHT ADVISORS, LLC/ PA	0.08%	7.56K	376.28K	105	+1.41%
Mar 31, 2026	OPEROSE ADVISORS LLC	0.1%	9.44K	469.97K	0	0
Mar 31, 2026	BOYD WEALTH MANAGEMENT, LLC	0.09%	8.16K	406.24K	-146	-1.76%
Mar 31, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.12%	11.48K	571.41K	267	+2.38%
Dec 31, 2025	OXFORD FINANCIAL GROUP LTD	0.21%	19.54K	986.21K	552	+2.91%
Dec 31, 2025	KEY FINANCIAL INC	0.08%	7.21K	364.06K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.27%	116.69K	5.89M	-27.34K	-18.98%
Dec 31, 2025	ECIO, INC.	0.08%	7.04K	355.01K	128	+1.85%
Dec 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.08%	6.93K	349.83K	99	+1.45%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.11%	9.37K	486K	0	0
Dec 31, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.12%	10.53K	531.16K	-252	-2.34%
Dec 31, 2025	JPMORGAN CHASE & CO	0.2%	18.61K	938.93K	1.58K	+9.28%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.22%	19.87K	1M	-427	-2.10%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.24%	21.73K	1.1M	2.4K	+12.43%
Dec 31, 2025	MARQUETTE ASSOCIATES, INC.	0.25%	22.73K	1.15M	340	+1.52%
Dec 31, 2025	AGF MANAGEMENT LTD	0.27%	25.14K	1.27M	-2.92K	-10.39%
Dec 31, 2025	SEI INVESTMENTS CO	1.35%	123.39K	6.23M	-6.25K	-4.82%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.87%	166.46K	8.4M	68.9K	+70.62%
Dec 31, 2025	BAILARD, INC.	2.22%	197.83K	9.98M	20.33K	+11.45%
Dec 31, 2025	LEITH WHEELER INVESTMENT COUNSEL LTD.	2.41%	219.53K	11.08M	3.9K	+1.81%
Dec 31, 2025	BOYD WEALTH MANAGEMENT, LLC	0.09%	8.31K	419.32K	292	+3.64%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	8.81K	444.35K	0	0
Dec 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.1%	8.81K	444.51K	394	+4.68%
Dec 31, 2025	HOBBS GROUP ADVISORS, LLC	0.1%	8.83K	445.55K	94	+1.08%
Dec 31, 2025	OPEROSE ADVISORS LLC	0.1%	9.44K	476.58K	1.78K	+23.21%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.13%	11.22K	565.98K	-557	-4.73%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	12.05K	608.32K	6	+0.05%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	7.32K	369.31K	-568	-7.20%
Dec 31, 2025	MCILRATH & ECK, LLC	0.08%	7.25K	365.91K	2.82K	+63.46%
Dec 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.08%	7.46K	376.27K	-251	-3.26%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	8.14K	410.97K	-585	-6.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	8.37K	422.42K	-452	-5.12%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	13.08K	660.44K	9.98K	+320.98%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.16%	15.13K	763.55K	3.8K	+33.52%
Dec 31, 2025	NEPC LLC	0.58%	53.26K	2.69M	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.79%	72.41K	3.65M	887	+1.24%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.49%	44.83K	2.26M	11.44K	+34.24%
Dec 31, 2025	UBS GROUP AG	0.52%	47.5K	2.4M	-26	-0.05%
Dec 31, 2025	MARINER, LLC	0.65%	59.22K	2.99M	44.88K	+312.93%
Dec 31, 2025	VALUES ADDED FINANCIAL LLC	0.69%	61.76K	3.12M	2.98K	+5.06%
Dec 31, 2025	CITADEL ADVISORS LLC	0.79%	72.21K	3.64M	32.54K	+82.02%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	1.15%	102.47K	5.17M	-215	-0.21%
Dec 31, 2025	LPL FINANCIAL LLC	1.31%	119.8K	6.05M	613	+0.51%
Dec 31, 2025	CERITY PARTNERS LLC	1.32%	120.64K	6.09M	5.94K	+5.18%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.04%	279.55K	14.11M	42.25K	+17.81%
Dec 31, 2025	GEMMER ASSET MANAGEMENT LLC	7.42%	661.91K	33.4M	93K	+16.35%
Dec 31, 2025	BETTERMENT LLC	15.61%	1.44M	72.45M	28.65K	+2.04%
Dec 31, 2025	JANE STREET GROUP, LLC	0.22%	19.8K	999.23K	19.8K	+100.00%
Dec 31, 2025		0.35%	31.05K	1.57M	31.05K	+100.00%
Dec 31, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.05%	4.56K	230.13K	0	0
Dec 31, 2025	FIRST BANCORP, INC /ME/	0.05%	4.57K	230.63K	-547	-10.69%
Dec 31, 2025	GENTRUST, LLC	0.05%	4.84K	244.12K	87	+1.83%
Dec 31, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.06%	5.09K	256.87K	-75	-1.45%
Dec 31, 2025	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.06%	5.7K	287.61K	-588	-9.35%
Dec 31, 2025	CLARION WEALTH MANAGMENT PARTNERS, LLC	0.07%	5.85K	294.96K	-203	-3.36%
Dec 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.07%	6.52K	329.24K	50	+0.77%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.07%	6.79K	342.43K	988	+17.04%
Dec 31, 2025	AUFMAN ASSOCIATES INC	0.08%	6.97K	351.59K	126	+1.84%
Dec 31, 2025	CHOATE INVESTMENT ADVISORS	0.08%	7.04K	355.43K	5	+0.07%
Dec 31, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.22%	19.96K	1.01M	182	+0.92%
Dec 31, 2025	PROFFITT & GOODSON INC	0.23%	20.57K	1.04M	217	+1.07%
Dec 31, 2025	WINDMILL HILL ASSET MANAGEMENT LTD	2.43%	227.94K	11.5M	227.94K	+100.00%
Dec 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	3.49%	318.66K	16.08M	16.9K	+5.60%
Dec 31, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.24%	22.13K	1.12M	3.89K	+21.34%
Dec 31, 2025	TIFF ADVISORY SERVICES INC	0.35%	32.52K	1.64M	-111.96K	-77.49%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.39%	35.67K	1.8M	3.97K	+12.52%
Dec 31, 2025	XPONANCE, INC.	0.44%	40.17K	2.03M	-10.61K	-20.90%
Sep 30, 2025	TIFF ADVISORY SERVICES INC	1.69%	144.48K	7.13M	144.48K	+100.00%
Sep 30, 2025	BETTERMENT LLC	16.43%	1.41M	69.37M	30.48K	+2.21%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	10.36%	886.7K	39.01M	877.61K	+9,658.94%
Sep 30, 2025	SEI INVESTMENTS CO	1.51%	129.64K	6.39M	7.03K	+5.73%
Sep 30, 2025	XPONANCE, INC.	0.59%	50.79K	2.5M	50.79K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.56%	47.53K	2.34M	-12.86K	-21.30%
Sep 30, 2025	OXFORD FINANCIAL GROUP LTD	0.22%	18.99K	936.48K	46	+0.24%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	8.81K	434.21K	8.81K	+100.00%
Sep 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.08%	6.47K	319.26K	6.47K	+100.00%
Sep 30, 2025	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.07%	6.29K	310.04K	-582	-8.47%
Sep 30, 2025	CLARION WEALTH MANAGMENT PARTNERS, LLC	0.07%	6.05K	298.28K	0	0
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.07%	5.8K	285.89K	0	0
Sep 30, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.06%	5.17K	254.71K	0	0
Sep 30, 2025	FIRST BANCORP, INC /ME/	0.06%	5.12K	252.34K	0	0
Sep 30, 2025	GENTRUST, LLC	0.06%	4.75K	234.23K	0	0
Sep 30, 2025	DIVERSIFIED ENTERPRISES, LLC	0.05%	4.67K	230.3K	155	+3.43%
Sep 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.05%	4.56K	224.87K	0	0
Sep 30, 2025	MCILRATH & ECK, LLC	0.05%	4.44K	218.76K	4.44K	+100.00%
Sep 30, 2025	GEMMER ASSET MANAGEMENT LLC	6.64%	568.91K	28.06M	120.42K	+26.85%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.68%	144.03K	7.1M	135.14K	+1,518.72%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	1.2%	102.69K	5.06M	-1.49K	-1.43%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.14%	97.56K	4.81M	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.84%	71.53K	3.53M	-398	-0.55%
Sep 30, 2025	VALUES ADDED FINANCIAL LLC	0.69%	58.78K	2.9M	1.67K	+2.92%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.64%	55.01K	2.71M	-123	-0.22%
Sep 30, 2025	NEPC LLC	0.62%	53.26K	2.63M	53.26K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.37%	31.7K	1.56M	-1.89K	-5.64%
Sep 30, 2025	AGF MANAGEMENT LTD	0.33%	28.05K	1.38M	0	0
Sep 30, 2025	MARQUETTE ASSOCIATES, INC.	0.26%	22.39K	1.1M	685	+3.16%
Sep 30, 2025	PROFFITT & GOODSON INC	0.24%	20.35K	1M	409	+2.05%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.24%	20.3K	1M	807	+4.14%
Sep 30, 2025	OPEROSE ADVISORS LLC	0.09%	7.66K	377.94K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.39%	119.19K	5.88M	-12.97K	-9.82%
Sep 30, 2025	CERITY PARTNERS LLC	1.34%	114.7K	5.66M	114.7K	+100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.39%	33.4K	1.65M	16.5K	+97.63%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	12.05K	594.14K	-2.32K	-16.12%
Sep 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.13%	10.78K	531.48K	514	+5.01%
Sep 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.14%	11.77K	580.53K	-31	-0.26%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	11.33K	558.83K	5.13K	+82.63%
Sep 30, 2025	FIRST NATIONAL CORP /MA/ /ADV	0.16%	13.31K	661.28K	-471	-3.42%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	8.73K	430.41K	-225	-2.51%
Sep 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.1%	8.41K	414.93K	237	+2.90%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	7.89K	389K	-6	-0.08%
Sep 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.09%	7.71K	380.07K	-420	-5.17%
Sep 30, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.23%	19.78K	975.19K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.18%	15.22K	750.56K	-110	-0.72%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.11%	9.37K	463.46K	0	0
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.5%	43.14K	2.13M	4.07K	+10.43%
Sep 30, 2025	CITADEL ADVISORS LLC	0.46%	39.67K	1.96M	-65.32K	-62.21%
Sep 30, 2025	JPMORGAN CHASE & CO	0.2%	17.03K	839.58K	-615	-3.49%
Sep 30, 2025	BOYD WEALTH MANAGEMENT, LLC	0.09%	8.02K	395.35K	153	+1.95%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.23%	19.33K	953.05K	96	+0.50%
Sep 30, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.21%	18.24K	899.44K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	8.82K	435.06K	-679	-7.15%
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	0.1%	8.74K	430.74K	0	0
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	3.52%	301.76K	14.88M	24.98K	+9.03%
Sep 30, 2025	KEY FINANCIAL INC	0.08%	7.21K	358.44K	0	0
Sep 30, 2025	CHOATE INVESTMENT ADVISORS	0.08%	7.04K	347.07K	0	0
Sep 30, 2025	ECIO, INC.	0.08%	6.91K	340.63K	-408	-5.58%
Sep 30, 2025	AUFMAN ASSOCIATES INC	0.08%	6.84K	337.35K	0	0
Sep 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.08%	6.83K	336.97K	113	+1.68%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.77%	237.29K	11.7M	19.84K	+9.12%
Sep 30, 2025	LEITH WHEELER INVESTMENT COUNSEL LTD.	2.52%	215.63K	10.63M	0	0
Sep 30, 2025	BAILARD, INC.	2.07%	177.49K	8.75M	10.61K	+6.36%
Sep 30, 2025	MARINER, LLC	0.17%	14.34K	707.27K	-2.27K	-13.65%
Jun 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.15%	11.8K	558.99K	2.1K	+21.58%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	14.36K	680.23K	-255	-1.74%
Jun 30, 2025	BOYD WEALTH MANAGEMENT, LLC	0.1%	7.86K	372.44K	-5.97K	-43.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	7.89K	374K	841	+11.93%
Jun 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.11%	8.13K	384.89K	-1	-0.01%
Jun 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.11%	8.18K	387.26K	2.87K	+53.99%
Jun 30, 2025	HOBBS GROUP ADVISORS, LLC	0.11%	8.74K	413.67K	221	+2.60%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	8.9K	421.41K	456	+5.40%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.12%	8.95K	424.02K	-10.04K	-52.85%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.12%	9.09K	860.63K	9.09K	+100.00%
Jun 30, 2025	SEI INVESTMENTS CO	1.6%	122.61K	5.81M	-4.03K	-3.18%
Jun 30, 2025	LPL FINANCIAL LLC	1.72%	132.16K	6.26M	-16.11K	-10.87%
Jun 30, 2025	CITADEL ADVISORS LLC	1.37%	104.99K	4.97B	104.99K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.83%	217.45K	10.3M	21.56K	+11.01%
Jun 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.06%	4.56K	215.96K	4.56K	+100.00%
Jun 30, 2025	MARINER, LLC	0.22%	16.61K	786.6K	3.67K	+28.32%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.22%	16.9K	800K	-25.74K	-60.37%
Jun 30, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.24%	18.24K	863.8K	1.4K	+8.31%
Jun 30, 2025	OXFORD FINANCIAL GROUP LTD	0.25%	18.94K	897.19K	-6	-0.03%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.25%	19.23K	910.73K	583	+3.13%
Jun 30, 2025		0.16%	12.66K	599.28K	12.66K	+100.00%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.72%	55.13K	2.61M	-307	-0.55%
Jun 30, 2025	ROYAL BANK OF CANADA	0.94%	71.92K	3.41M	11.03K	+18.11%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	3.7K	175.19K	-1.45K	-28.15%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	1.36%	104.18K	4.93M	-47.5K	-31.32%
Jun 30, 2025	OPEROSE ADVISORS LLC	0.1%	7.66K	362.96K	124	+1.64%
Jun 30, 2025	JANE STREET GROUP, LLC	0.69%	52.62K	2.49M	30.45K	+137.28%
Jun 30, 2025	GENTRUST, LLC	0.06%	4.75K	224.95K	77	+1.65%
Jun 30, 2025	FIRST BANCORP, INC /ME/	0.07%	5.12K	242.34K	0	0
Jun 30, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.07%	5.17K	244.61K	450	+9.54%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.08%	5.8K	274.56K	0	0
Jun 30, 2025	MORGAN STANLEY	0.09%	6.52K	308.99M	4.82K	+282.42%
Jun 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.09%	6.72K	318.26K	-307	-4.37%
Jun 30, 2025	AUFMAN ASSOCIATES INC	0.09%	6.84K	323.98K	111	+1.65%
Jun 30, 2025	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.09%	6.87K	325.32K	-98	-1.41%
Jun 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.13%	10.26K	486.08K	35	+0.34%
Jun 30, 2025	FIRST NATIONAL CORP /MA/ /ADV	0.18%	13.78K	652.62K	211	+1.56%
Jun 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.18%	13.87K	656.98K	13.87K	+100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-170	-100.00%
Jun 30, 2025	DUNHILL FINANCIAL, LLC	0%	15	710	15	+100.00%
Jun 30, 2025	UBS GROUP AG	0.79%	60.39K	2.86M	250	+0.42%
Jun 30, 2025	ECIO, INC.	0.1%	7.32K	346.46K	34	+0.47%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	73	3.46K	1	+1.39%
Jun 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	84	3.98K	84	+100.00%
Jun 30, 2025	CRANBROOK WEALTH MANAGEMENT, LLC	0%	228	10.8K	0	0
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	296	14.25K	296	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	300	14.2K	0	0
Jun 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0.01%	586	27.75K	0	0
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.12%	9.37K	440.96K	2.55K	+37.29%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.17%	12.91K	611.2K	5.53K	+74.86%
Jun 30, 2025	MASECO LLP	0.16%	12.66K	599.28K	12.66K	+100.00%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.25%	19.49K	923.04K	19.16K	+5,717.91%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.01%	640	30.31K	640	+100.00%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	739	35.01K	37	+5.27%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.04%	3.19K	151.13K	0	0
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.51%	39.07K	1.85M	631	+1.64%
Jun 30, 2025	MARQUETTE ASSOCIATES, INC.	0.28%	21.71K	1.03M	-443	-2.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	15.33K	726.03K	-1.88K	-10.94%
Jun 30, 2025	JPMORGAN CHASE & CO	0.23%	17.64K	835.44K	447	+2.60%
Jun 30, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.26%	19.78K	936.54K	1.85K	+10.31%
Jun 30, 2025	PROFFITT & GOODSON INC	0.26%	19.94K	944.31K	1.71K	+9.39%
Jun 30, 2025	AGF MANAGEMENT LTD	0.37%	28.05K	1.33M	25	+0.09%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.44%	33.6K	1.59M	-90	-0.27%
Jun 30, 2025	VALUES ADDED FINANCIAL LLC	0.74%	57.11K	2.7M	32.43K	+131.41%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.27%	97.56K	4.62M	0	0
Jun 30, 2025	BAILARD, INC.	2.17%	166.89K	7.9M	16.27K	+10.80%
Jun 30, 2025	LEITH WHEELER INVESTMENT COUNSEL LTD.	2.81%	215.63K	10.21M	3.62K	+1.71%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	3.61%	276.78K	13.11M	28.32K	+11.40%
Jun 30, 2025	GEMMER ASSET MANAGEMENT LLC	5.84%	448.49K	21.24M	46.14K	+11.47%
Jun 30, 2025	CHOATE INVESTMENT ADVISORS	0.09%	7.04K	333.32K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	9.5K	449.96K	-10.03K	-51.35%
Jun 30, 2025	BETTERMENT LLC	17.93%	1.38M	65.19M	-28.95K	-2.06%
Jun 30, 2025	KEY FINANCIAL INC	0.09%	7.21K	341.65K	0	0
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.63%	48.02K	2.06M	11.84K	+32.71%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.73%	55.44K	2.38M	-1.22K	-2.14%
Mar 31, 2025	UBS GROUP AG	0.79%	60.14K	2.58M	59.75K	+15,241.07%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.44%	33.69K	1.45M	3.82K	+12.77%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.5%	38.43K	1.65M	0	0
Mar 31, 2025	CERITY PARTNERS LLC	1.31%	99.97K	4.29M	321	+0.32%
Mar 31, 2025	LEITH WHEELER INVESTMENT COUNSEL LTD.	2.77%	212.01K	9.11M	-11.42K	-5.11%
Mar 31, 2025	KEY FINANCIAL INC	0.09%	7.21K	309.92K	0	0
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.1%	7.38K	317.04K	-318	-4.13%
Mar 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.21%	16.43K	718.76K	-2.24K	-12.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.24%	18.65K	801.08K	2.75K	+17.32%
Mar 31, 2025	VALUES ADDED FINANCIAL LLC	0.32%	24.68K	1.06M	50	+0.20%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.56%	195.89K	8.42M	38.14K	+24.18%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.25%	18.99K	815.79K	-8.45K	-30.80%
Mar 31, 2025	ROYAL BANK OF CANADA	0.8%	60.9K	2.62M	942	+1.57%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.28%	97.56K	4.19M	0	0
Mar 31, 2025		0.29%	22.15K	951.53K	-1.8K	-7.51%
Mar 31, 2025	URBAN FINANCIAL ADVISORY CORP	0.11%	8.51K	365.78K	0	0
Mar 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.13%	9.71K	417.06K	1.06K	+12.22%
Mar 31, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.13%	10.23K	439.42K	1.19K	+13.10%
Mar 31, 2025	MARINER, LLC	0.17%	12.94K	556.03K	-84	-0.64%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.56%	42.64K	1.83M	42.64K	+100.00%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	1.98%	151.68K	6.52M	-503	-0.33%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.23%	17.21K	739.52K	0	0
Mar 31, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.23%	17.93K	770.12K	1	+0.01%
Mar 31, 2025	PROFFITT & GOODSON INC	0.24%	18.23K	783.04K	7.6K	+71.50%
Mar 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	3.25%	248.46K	10.67M	8.29K	+3.45%
Mar 31, 2025	GEMMER ASSET MANAGEMENT LLC	5.26%	402.35K	17.29M	17.08K	+4.43%
Mar 31, 2025	BETTERMENT LLC	18.38%	1.41M	60.38M	-30.41K	-2.12%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	8.44K	362.67K	-21.09K	-71.42%
Mar 31, 2025	CHOATE INVESTMENT ADVISORS	0.09%	7.04K	302.35K	-476	-6.33%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	7.05K	303K	425	+6.41%
Mar 31, 2025	OPEROSE ADVISORS LLC	0.1%	7.54K	323.93K	3.24K	+75.27%
Mar 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.11%	8.13K	349.18K	1.58K	+24.11%
Mar 31, 2025	LPL FINANCIAL LLC	1.94%	148.27K	6.37M	-11.57K	-7.24%
Mar 31, 2025	BAILARD, INC.	1.97%	150.62K	6.47M	14.25K	+10.45%
Mar 31, 2025	HOBBS GROUP ADVISORS, LLC	0.11%	8.51K	365.78K	891	+11.69%
Mar 31, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.22%	16.84K	723.45K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.22%	17.19K	738.62K	59	+0.34%
Mar 31, 2025	JANE STREET GROUP, LLC	0.29%	22.18K	952.77K	-30.49K	-57.89%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	19.53K	838.94K	-8.61K	-30.59%
Mar 31, 2025	AGF MANAGEMENT LTD	0.37%	28.03K	1.2M	-850	-2.94%
Mar 31, 2025	FIRST NATIONAL CORP /MA/ /ADV	0.18%	13.57K	582.93K	414	+3.15%
Mar 31, 2025	SEI INVESTMENTS CO	1.66%	126.65K	5.44M	-715	-0.56%
Mar 31, 2025	ETHIC INC.	0.3%	23.13K	995.07K	23.13K	+100.00%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.09%	7.09K	304.73K	-186	-2.56%
Mar 31, 2025	ECIO, INC.	0.1%	7.28K	312.81K	7.28K	+100.00%
Mar 31, 2025	BOYD WEALTH MANAGEMENT, LLC	0.18%	13.83K	594.14K	7.35K	+113.26%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	14.62K	628K	208	+1.44%
Mar 31, 2025	OXFORD FINANCIAL GROUP LTD	0.25%	18.95K	814.1K	-32	-0.17%
Mar 31, 2024	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.12%	7.66K	318.39K	-112	-1.44%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.69%	44.84K	1.86M	1.09K	+2.49%
Mar 31, 2024	CERITY PARTNERS LLC	1.44%	93.81K	3.9M	2.62K	+2.88%
Mar 31, 2024	INSIGHT ADVISORS, LLC/ PA	0.1%	6.21K	258.3K	-642	-9.37%
Mar 31, 2024	FOSTER DYKEMA CABOT & PARTNERS, LLC	0.1%	6.39K	265.83K	0	0
Mar 31, 2024	AUFMAN ASSOCIATES INC	0.1%	6.56K	272.6K	0	0
Mar 31, 2024	CREATIVE PLANNING	0.1%	6.82K	283.69K	331	+5.10%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	7.12K	296.1K	-545	-7.11%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0.11%	7.18K	287.27K	7.18K	+100.00%
Mar 31, 2024	CHOATE INVESTMENT ADVISORS	0.11%	7.19K	298.97K	145	+2.06%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.12%	7.72K	320.97K	176	+2.33%
Mar 31, 2024	URBAN FINANCIAL ADVISORY CORP	0.12%	7.88K	327.62K	0	0
Mar 31, 2024	BOND & DEVICK FINANCIAL NETWORK, INC.	0.13%	8.57K	356.36K	-231	-2.63%
Mar 31, 2024	AIFG CONSULTANTS LTD.	0.13%	8.63K	358.81K	853	+10.97%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	10.56K	439K	10.56K	+100.00%
Mar 31, 2024	CAMELOT TECHNOLOGY ADVISORS, INC.	0.28%	18K	748.39K	80	+0.45%
Mar 31, 2024	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.01%	607	25K	0	0
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.01%	942	39.18K	22	+2.39%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.01%	976	54.28K	976	+100.00%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.04%	2.39K	99.26K	72	+3.11%
Mar 31, 2024	KEY FINANCIAL INC	0.04%	2.91K	121.19K	2.91K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.05%	3.25K	135.08K	-1.62K	-33.33%
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	0.06%	3.7K	153.87K	0	0
Mar 31, 2024	BAILARD, INC.	1.75%	114.21K	4.75M	10.74K	+10.38%
Mar 31, 2024	SEI INVESTMENTS CO	1.9%	127.79K	5.31M	-2.26K	-1.73%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	2.34%	152.66K	6.35M	-8.88K	-5.50%
Mar 31, 2024	LPL FINANCIAL LLC	2.43%	163.22K	6.79M	13.87K	+9.29%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	11.81%	769.3K	31.99M	0	0
Mar 31, 2024	BETTERMENT LLC	19%	1.24M	51.46M	45.46K	+3.81%
Mar 31, 2024	JPMORGAN CHASE & CO	0.25%	16.91K	703.12K	-13.32K	-44.07%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.08%	5.04K	209.71K	5.04K	+100.00%
Mar 31, 2024	COLTON GROOME FINANCIAL ADVISORS, LLC	0.08%	5K	208.1K	5K	+100.00%
Mar 31, 2024	FLOW TRADERS U.S. LLC	1.02%	66.19K	2.75M	66.19K	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.22%	14.6K	607.34K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.82%	54.96K	2.29M	1.08K	+2.00%
Mar 31, 2024	BRADLEY FOSTER & SARGENT INC/CT	0.25%	16.44K	683.69K	0	0
Mar 31, 2024	OXFORD FINANCIAL GROUP LTD	0.28%	18.29K	760.42K	1.76K	+10.63%
Mar 31, 2024	MARINER, LLC	0.32%	21.08K	876.78K	4.71K	+28.74%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.34%	22.8K	948.06K	16.5K	+262.03%
Mar 31, 2024	FIRST BANCORP, INC /ME/	0.08%	5.12K	212.8K	5.12K	+100.00%
Mar 31, 2024	OPEROSE ADVISORS LLC	0.09%	6.07K	252.47K	1.29K	+26.96%
Mar 31, 2024	FIRST NATIONAL CORP /MA/ /ADV	0.15%	9.87K	384.99K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	11.58K	481.49K	9.41K	+433.30%
Mar 31, 2024	PROFFITT & GOODSON INC	0.18%	11.42K	474.89K	-214	-1.84%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.2%	12.93K	537.63K	208	+1.64%
Mar 31, 2024	ASTORIA PORTFOLIO ADVISORS LLC.	0.21%	13.78K	548.79K	761	+5.85%
Mar 31, 2024	JANE STREET GROUP, LLC	0.22%	14.91K	619.9K	7.39K	+98.30%
Mar 31, 2024	AGF MANAGEMENT LTD	0.4%	26K	1.08M	500	+1.96%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.41%	27.41K	1.14M	-46.99K	-63.16%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.44%	28.7K	1.19M	4.49K	+18.54%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.68%	44.15K	1.84M	4.3K	+10.80%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.49%	97.26K	4.04M	-23.45K	-19.42%
Mar 31, 2024	LEITH WHEELER INVESTMENT COUNSEL LTD.	3.48%	226.83K	9.43M	0	0
Mar 31, 2024	FLPUTNAM INVESTMENT MANAGEMENT CO	3.53%	229.93K	9.56M	8.2K	+3.70%
Mar 31, 2024	GEMMER ASSET MANAGEMENT LLC	4.63%	301.61K	12.54M	23.84K	+8.58%
Mar 31, 2024	BRIDGEWATER ADVISORS INC.	0.23%	15.15K	630.05K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.24%	15.92K	662.24K	0	0
Dec 31, 2023	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.7%	43.75K	1.71M	-859	-1.93%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.93%	120.7K	4.71M	0	0
Dec 31, 2023	SEI INVESTMENTS CO	2.08%	130.04K	5.07M	-6.82K	-4.98%
Dec 31, 2023	LPL FINANCIAL LLC	2.38%	149.35K	5.83M	-4.41K	-2.87%
Dec 31, 2023	BETTERMENT LLC	19.03%	1.19M	46.49M	11.46K	+0.97%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.39%	24.21K	944.47K	-39.29K	-61.87%
Dec 31, 2023	OXFORD FINANCIAL GROUP LTD	0.26%	16.53K	644.76K	285	+1.75%
Dec 31, 2023	BRADLEY FOSTER & SARGENT INC/CT	0.26%	16.44K	641.32K	-1.08K	-6.16%
Dec 31, 2023	MARINER, LLC	0.26%	16.38K	638.83K	-6.65K	-28.89%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.25%	15.92K	621.2K	0	0
Dec 31, 2023	BRIDGEWATER ADVISORS INC.	0.24%	15.15K	591K	0	0
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.23%	14.6K	569.71K	-3.93K	-21.20%
Dec 31, 2023	ASTORIA PORTFOLIO ADVISORS LLC.	0.21%	13.02K	509.97K	-2.89K	-18.16%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.2%	12.72K	496.2K	3.77K	+42.09%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	12.64K	324	12.64K	+100.00%
Dec 31, 2023	PROFFITT & GOODSON INC	0.19%	11.63K	453.8K	-55	-0.47%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.17%	10.94K	427K	-720	-6.18%
Dec 31, 2023		0.1%	6.39K	249.35K	6.39K	+100.00%
Dec 31, 2023	FIRST NATIONAL CORP /MA/ /ADV	0.16%	9.87K	384.99K	2.41K	+32.27%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	2.58%	161.54K	6.3M	50.28K	+45.19%
Dec 31, 2023	BOND & DEVICK FINANCIAL NETWORK, INC.	0.14%	8.8K	343.29K	179	+2.08%
Dec 31, 2023	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.12%	7.77K	303.03K	-64	-0.82%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.12%	7.54K	294.21K	-84	-1.10%
Dec 31, 2023	JANE STREET GROUP, LLC	0.12%	7.52K	293.24K	1.38K	+22.43%
Dec 31, 2023	CHOATE INVESTMENT ADVISORS	0.11%	7.04K	274.79K	530	+8.14%
Dec 31, 2023	INSIGHT ADVISORS, LLC/ PA	0.11%	6.85K	267.34K	10	+0.15%
Dec 31, 2023	AUFMAN ASSOCIATES INC	0.1%	6.56K	255.71K	57	+0.88%
Dec 31, 2023	CREATIVE PLANNING	0.1%	6.49K	253.2K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.1%	6.3K	245.65K	-82	-1.29%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	5.5K	215K	5.5K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.08%	4.87K	190.07K	293	+6.40%
Dec 31, 2023	OPEROSE ADVISORS LLC	0.08%	4.78K	186.54K	764	+19.01%
Dec 31, 2023	BALDWIN BROTHERS LLC/MA	0.06%	3.7K	144.34K	-100	-2.63%
Dec 31, 2023	FLPUTNAM INVESTMENT MANAGEMENT CO	3.54%	221.74K	8.65M	8.81K	+4.14%
Dec 31, 2023	LEITH WHEELER INVESTMENT COUNSEL LTD.	3.62%	226.83K	8.85M	-42.6K	-15.81%
Dec 31, 2023	GEMMER ASSET MANAGEMENT LLC	4.43%	277.77K	10.84M	19.12K	+7.39%
Dec 31, 2023	LAKE STREET ADVISORS GROUP, LLC	11.17%	699.76K	27.3M	-70.45K	-9.15%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.04%	2.32K	89.21K	439	+23.40%
Dec 31, 2023	AGF MANAGEMENT LTD	0.41%	25.5K	994.76K	18K	+240.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.48%	29.94K	1.17M	1.12K	+3.87%
Dec 31, 2023	JPMORGAN CHASE & CO	0.48%	30.23K	1.18M	30.23K	+100.00%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.64%	39.85K	1.55M	349	+0.88%
Dec 31, 2023	ROYAL BANK OF CANADA	0.86%	53.88K	2.1M	2.55K	+4.98%
Dec 31, 2023	CITADEL ADVISORS LLC	1.1%	68.85K	2.69M	32.99K	+91.97%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.19%	74.39K	2.9M	38.47K	+107.11%
Dec 31, 2023	CERITY PARTNERS LLC	1.46%	91.18K	3.56M	46.58K	+104.43%
Dec 31, 2023	BAILARD, INC.	1.65%	103.48K	4.04M	7.77K	+8.12%

Frequently Asked Questions