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

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

COLONY GROUP, LLC, in the last quarter, reduced its stake in EFG by -3.35% restricting it's holding to 584.22 thousand shares of worth nearly $72.69M. NATIXIS ADVISORS, L.P. also lessened -19.29% of the EFG shares from its portfolio, reducing its holding to 460.93 thousand shares of worth $57.35M. M&T BANK CORP also shunned EFG shares holding by -6.73% last quarter which brought its holding to 518.93 thousand shares worth $64.57M.

Investors who are buying EFG stock?

As per its latest 13F filing, STIFEL FINANCIAL CORP increased its stake in EFG by 8.66% in the last quarter. The institutional holder raised its holding to 576.9 thousand shares having worth more than $71.78M. QUENT CAPITAL, LLC also added 4.35% more shares of EFG to its portfolio, raising its holding to 591.86 thousand shares of worth $73.64M. ADVISOR GROUP HOLDINGS, INC. also increased its EFG shares holding by 15.16% which brought its holding to 598.59 thousand shares worth $74.55M.

EFG's major insiders: who are they?

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

Did an insider recently sell EFG stock?

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

Which insider recently purchased EFG stock?

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

How much of EFG does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in EFG?

STIFEL FINANCIAL CORP is the largest institutional owner in EFG which holds 576.9 thousand shares worth $71.78M or 0.64% of the total EFG shares outstanding followed by COLONY GROUP, LLC with ownership of 584.22 thousand shares representing 0.65% of the EFG ownership. QUENT CAPITAL, LLC is the third largest stakeholder with 591.86 thousand shares or 0.66% of the ownership worth more than $73.64M.

Is iShares MSCI EAFE Growth 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 EFG is concerned, it is a stock which is optionable.

Is there a short position on EFG's shares?

Number of EFG 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 EFG shares are there?

As of today, null shares of EFG are outstanding.

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

EFG 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 EFG is null.

iShares MSCI EAFE Growth ETF (EFG) 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. STIFEL FINANCIAL CORP is the top corporate investor, holding 576.9K shares valued at $71.78M. A 0.64% stake in iShares MSCI EAFE Growth ETF is owned by the company. COLONY GROUP, LLC owns 584.22K shares valued at $72.69M, which translates its holding of 0.65% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	STIFEL FINANCIAL CORP	0.64%	576.9K	71.78M	45.99K	+8.66%
Jun 30, 2026	COLONY GROUP, LLC	0.65%	584.22K	72.69M	-20.26K	-3.35%
Jun 30, 2026	QUENT CAPITAL, LLC	0.66%	591.86K	73.64M	24.66K	+4.35%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.66%	598.59K	74.55M	78.79K	+15.16%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.69%	624.36K	77.68M	389.28K	+165.59%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.72%	645.42K	80.3M	25.73K	+4.15%
Jun 30, 2026	JB CAPITAL LLC	0.83%	744.69K	92.65M	45.29K	+6.48%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.51%	457.61K	56.94M	268.34K	+141.77%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.51%	460.93K	57.35M	-110.13K	-19.29%
Jun 30, 2026	BLACKROCK, INC.	0.53%	481.43K	59.9M	106.83K	+28.52%
Jun 30, 2026	M&T BANK CORP	0.58%	518.93K	64.57M	-37.42K	-6.73%
Jun 30, 2026	PACIFIC LIFE FUND ADVISORS LLC	0.59%	529.97K	65.94M	413.57K	+355.30%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.59%	530.72K	65.92M	40.24K	+8.20%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	2.36%	2.13M	264.46M	76.68K	+3.74%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.85%	762.51K	94.87M	-1.17K	-0.15%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.94%	847.25K	105.41M	25.94K	+3.16%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.31%	279.07K	34.72M	11.52K	+4.31%
Jun 30, 2026	MERIDIAN WEALTH PARTNERS, LLC	0.32%	288.3K	35.87M	9.59K	+3.44%
Jun 30, 2026	NBT BANK N A /NY	0.32%	291.92K	36.32M	550	+0.19%
Jun 30, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	0.33%	296.92K	36.94M	136.64K	+85.25%
Jun 30, 2026	ICON WEALTH ADVISORS, LLC	0.33%	301.26K	37.48M	10.71K	+3.69%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	303.98K	37.82M	18.45K	+6.46%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.35%	313.85K	39.05M	10.03K	+3.30%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.35%	315.79K	39.29M	100.44K	+46.64%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.35%	317.33K	39.48M	30.74K	+10.72%
Jun 30, 2026	MARINER, LLC	0.38%	338.08K	42.06M	-38.4K	-10.20%
Jun 30, 2026	OCTAVIA WEALTH ADVISORS, LLC	0.38%	342.46K	42.61M	13.21K	+4.01%
Jun 30, 2026	BOKF, NA	0.4%	363.31K	45.2M	15.13K	+4.34%
Jun 30, 2026	SOFI WEALTH, LLC	0.44%	398.98K	49.64M	20.25K	+5.35%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.45%	407.56K	50.71M	17.12K	+4.38%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.54%	486.23K	60.5M	308.61K	+173.75%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	494.6K	61.54M	97.29K	+24.49%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	1.11%	1M	124.65M	1M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	1M	124.65M	349.18K	+53.50%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.61%	551.29K	68.59M	299.55K	+118.99%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.64%	579.51K	72.1M	89.12K	+18.17%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.56%	507.29K	63.12M	42.99K	+9.26%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.57%	516.7K	64.29M	-9.44K	-1.79%
Jun 30, 2026	FMR LLC	1.13%	1.02M	126.4M	25.82K	+2.61%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.13%	1.02M	126.64M	162.02K	+18.93%
Jun 30, 2026	UBS GROUP AG	1.2%	1.08M	134.2M	90.12K	+9.12%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1.2%	1.08M	134.51M	418.82K	+63.24%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.34%	1.2M	149.92M	63.92K	+5.60%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.38%	1.24M	154.54M	187	+0.02%
Jun 30, 2026	MORGAN STANLEY	5.94%	5.35M	665.75M	589.55K	+12.38%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.66%	592.31K	73.69M	26.34K	+4.65%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.36%	1.23M	152.95M	-34.08K	-2.70%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.67%	1.51M	187.66M	415.44K	+38.02%
Jun 30, 2026	US BANCORP \DE\	1.73%	1.56M	193.82M	252.76K	+19.37%
Jun 30, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.48%	432.15K	53.77M	-8.45K	-1.92%
Jun 30, 2026	ROYAL BANK OF CANADA	0.49%	438.7K	54.58M	-193.99K	-30.66%
Jun 30, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.51%	461.08K	57.37M	6.73K	+1.48%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	0.59%	530.74K	66.03M	66.55K	+14.34%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.61%	2.36M	293.05M	147.14K	+6.66%
Jun 30, 2026	JPMORGAN CHASE & CO	3.84%	3.46M	426.49M	28.65K	+0.83%
Jun 30, 2026	LPL FINANCIAL LLC	9.58%	8.64M	1.07B	728.87K	+9.22%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	26.2%	23.61M	2.94B	1.21M	+5.41%
Jun 30, 2026	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.53%	479.6K	59.67M	-6.66K	-1.37%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.77%	1.59M	198.03M	119.25K	+8.10%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.1%	1.89M	235.42M	52.15K	+2.83%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	2.15%	1.94M	241.52M	399.81K	+25.94%
Jun 30, 2026	MACQUARIE MANAGEMENT HOLDINGS, INC.	4.19%	3.77M	469.55M	1.47M	+63.45%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	4.85%	4.37M	532.56M	73.15K	+1.70%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.85%	5.27M	656.23M	565.77K	+12.02%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.48%	429.05K	53.38M	-64.14K	-13.00%
Mar 31, 2026	US BANCORP \DE\	1.45%	1.3M	145.34M	-6.99K	-0.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.45%	2.21M	245.93M	1.23M	+125.19%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.63%	565.97K	63.03M	127.54K	+29.09%
Mar 31, 2026	JPMORGAN CHASE & CO	3.81%	3.43M	369.61M	1.2M	+53.91%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	2.27%	2.05M	228.18M	1.82M	+780.80%
Mar 31, 2026	OCTAVIA WEALTH ADVISORS, LLC	0.37%	329.26K	36.67M	4.09K	+1.26%
Mar 31, 2026	BOKF, NA	0.39%	348.18K	38.78M	31.42K	+9.92%
Mar 31, 2026	BLACKROCK, INC.	0.42%	374.6K	41.72M	357.98K	+2,154.06%
Mar 31, 2026	SOFI WEALTH, LLC	0.42%	378.73K	42.18M	-150.11K	-28.38%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.85%	763.68K	85.05M	573.67K	+301.93%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.91%	821.31K	91.47M	160.04K	+24.20%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	4.77%	4.3M	462.93M	424.67K	+10.96%
Mar 31, 2026	MORGAN STANLEY	5.28%	4.76M	530.27M	2.15M	+82.44%
Mar 31, 2026	LPL FINANCIAL LLC	8.78%	7.91M	880.56M	5.75M	+266.62%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.34%	303.82K	33.84M	56.62K	+22.90%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	24.86%	22.4M	2.49B	19.74M	+742.50%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.54%	490.39K	54.61M	-29.33K	-5.64%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.54%	490.48K	54.64M	476.53K	+3,416.01%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.95%	855.81K	95.31M	316.74K	+58.76%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.27%	1.14M	127.07M	996.63K	+690.36%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.38%	1.24M	138.31M	2.47K	+0.20%
Mar 31, 2026	MACQUARIE MANAGEMENT HOLDINGS, INC.	2.56%	2.31M	257.14M	-65.62K	-2.76%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	0.52%	464.19K	51.7M	6.6K	+1.44%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.43%	390.44K	43.48M	126.31K	+47.82%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	397.31K	44.25M	-10.97K	-2.69%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.49%	440.6K	49.07M	-38.2K	-7.98%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.55%	493.18K	54.93M	493.18K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.58%	519.81K	57.92M	222.37K	+74.76%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.58%	526.13K	58.6M	75.43K	+16.74%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.59%	530.92K	59.13M	376.83K	+244.56%
Mar 31, 2026	M&T BANK CORP	0.61%	548.69K	61.11M	-43.33K	-7.32%
Mar 31, 2026	QUENT CAPITAL, LLC	0.63%	567.2K	63.17M	20.33K	+3.72%
Mar 31, 2026	JB CAPITAL LLC	0.78%	699.4K	77.89M	682.94K	+4,150.35%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.63%	1.47M	163.98M	920.19K	+166.65%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.71%	1.54M	171.66M	1.15M	+294.82%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.04%	1.84M	204.92M	1.72M	+1,491.82%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.24%	215.35K	23.98M	65.79K	+43.99%
Mar 31, 2026	WALLER FINANCIAL PLANNING GROUP, INC	0.24%	215.67K	24.02M	16.56K	+8.32%
Mar 31, 2026	ITAU UNIBANCO HOLDING S.A.	0.25%	225.83K	25.73M	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.25%	226.05K	25.18M	-22.08K	-8.90%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	228.37K	25.15M	126.17K	+123.46%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.26%	235.08K	26.18M	135.3K	+135.60%
Mar 31, 2026	UMB BANK, N.A.	0.31%	281.92K	31.4M	-7.74K	-2.67%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	285.53K	31.8M	166.28K	+139.44%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.32%	286.59K	31.92M	256.44K	+850.49%
Mar 31, 2026	ICON WEALTH ADVISORS, LLC	0.32%	290.55K	33.78M	201.56K	+226.48%
Mar 31, 2026	NBT BANK N A /NY	0.32%	291.37K	32.45M	10.13K	+3.60%
Mar 31, 2026	MERIDIAN WEALTH PARTNERS, LLC	0.31%	278.71K	31.04M	10.46K	+3.90%
Mar 31, 2026	CHOREO, LLC	0.3%	268.62K	29.92M	19.83K	+7.97%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.3%	267.55K	29.8M	42.59K	+18.93%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.28%	251.74K	28.04M	39.88K	+18.82%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.52%	464.3K	51.71M	286K	+160.40%
Mar 31, 2026	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.54%	486.26K	54.15M	914	+0.19%
Mar 31, 2026	UBS GROUP AG	1.1%	988.49K	110.09M	123.03K	+14.22%
Mar 31, 2026	FMR LLC	1.1%	990.08K	110.27M	-13.31K	-1.33%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.21%	1.09M	121.73M	322.75K	+41.92%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.74%	662.28K	73.76M	527.58K	+391.66%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.34%	309.89K	34.4M	-8.34K	-2.62%
Mar 31, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.5%	454.35K	50.6M	3.55K	+0.79%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.63%	571.06K	63.6M	222.93K	+64.04%
Mar 31, 2026	COLONY GROUP, LLC	0.67%	604.48K	67.32M	-27.49K	-4.35%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.69%	619.69K	69.01M	-4.24K	-0.68%
Mar 31, 2026	ROYAL BANK OF CANADA	0.7%	632.69K	70.46M	194.83K	+44.49%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.72%	652.66K	72.69M	-15.53K	-2.32%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.4%	1.26M	140.7M	106.63K	+9.22%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.23%	4.71M	524.39M	1.22M	+35.01%
Mar 31, 2026	MARINER, LLC	0.42%	376.47K	41.93M	28.04K	+8.05%
Mar 31, 2026	CERITY PARTNERS LLC	0.42%	376.9K	41.98M	302.37K	+405.72%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	4.84%	3.88M	441.47M	79.11K	+2.08%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.3%	2.66M	302.88M	-1.68M	-38.76%
Dec 31, 2025	MORGAN STANLEY	3.24%	2.61M	297.31M	-324.9K	-11.07%
Dec 31, 2025	JPMORGAN CHASE & CO	2.82%	2.23M	254.11M	-579.94K	-20.63%
Dec 31, 2025	LPL FINANCIAL LLC	2.67%	2.16M	245.68M	-480.3K	-18.21%
Dec 31, 2025	US BANCORP \DE\	1.66%	1.31M	149.46M	-10.41K	-0.79%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	408.29K	46.51M	-36.92K	-8.29%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.49%	390.38K	44.47M	-63.03K	-13.90%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.45%	360.73K	41.09M	256.77K	+247.00%
Dec 31, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	0.25%	197.94K	22.55M	-2.54K	-1.27%
Dec 31, 2025	RTD FINANCIAL ADVISORS, INC.	0.24%	193.56K	22.05M	-5.34K	-2.69%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.24%	190.01K	21.65M	4.46K	+2.40%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.33%	3.49M	397.29M	-7.73K	-0.22%
Dec 31, 2025	MACQUARIE MANAGEMENT HOLDINGS, INC.	2.94%	2.37M	270.5M	2.37M	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.54%	1.24M	141.19M	53.18K	+4.48%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.44%	1.16M	131.78M	-36.13K	-3.03%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.22%	980.61K	111.71M	-11.37K	-1.15%
Dec 31, 2025	UBS GROUP AG	1.07%	865.46K	98.59M	-138.46K	-13.79%
Dec 31, 2025	COLONY GROUP, LLC	0.79%	631.97K	71.99M	8.4K	+1.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	623.93K	71.08M	40.62K	+6.96%
Dec 31, 2025	M&T BANK CORP	0.75%	592.01K	67.44M	-14.77K	-2.43%
Dec 31, 2025	MARINER, LLC	0.44%	348.43K	39.69M	-23.04K	-6.20%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	668.2K	76.12M	-15.94K	-2.33%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.82%	661.27K	75.33M	47.1K	+7.67%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.68%	552.18K	62.9M	172.23K	+45.33%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.68%	539.07K	61.41M	291.37K	+117.63%
Dec 31, 2025	SOFI WEALTH, LLC	0.67%	528.84K	60.24M	26.67K	+5.31%
Dec 31, 2025	FMR LLC	1.25%	1M	114.31M	48.82K	+5.11%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.96%	769.91K	87.71M	-144.48K	-15.80%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.79%	640.75K	72.99M	17.18K	+2.75%
Dec 31, 2025	QUENT LONG SHORT GLOBAL SMALL CAP FUND, LP	0.68%	546.86K	62.3M	546.86K	+100.00%
Dec 31, 2025	QUENT CAPITAL, LLC	0.69%	546.86K	62.3M	28.51K	+5.50%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.64%	519.72K	59.21M	4.6K	+0.89%
Dec 31, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.6%	485.34K	55.29M	16.77K	+3.58%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.6%	478.8K	54.54M	31.03K	+6.93%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.57%	457.59K	52.13M	11.05K	+2.47%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	297.44K	33.93M	-118.87K	-28.55%
Dec 31, 2025	UMB BANK, N.A.	0.36%	289.66K	33M	286.81K	+10,060.08%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.56%	450.8K	51.36M	4.64K	+1.04%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.33%	262.19K	7.28M	-408.59K	-60.91%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.33%	264.14K	30.09M	12.21K	+4.84%
Dec 31, 2025	ROYAL BANK OF CANADA	0.54%	437.86K	49.88M	-15.13K	-3.34%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.29%	232.61K	26.5M	-184.67K	-44.26%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.28%	224.96K	25.63M	16.99K	+8.17%
Dec 31, 2025	ITAU UNIBANCO HOLDING S.A.	0.28%	225.83K	25.73M	-48.78K	-17.76%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.27%	211.86K	24.14M	56.2K	+36.11%
Dec 31, 2025	LIDO ADVISORS, LLC	0.26%	210.09K	23.93M	206.54K	+5,811.34%
Dec 31, 2025	COVENANT PARTNERS, LLC	0.26%	205.6K	23.42M	2.76K	+1.36%
Dec 31, 2025	WALLER FINANCIAL PLANNING GROUP, INC	0.25%	199.12K	22.68M	147.06K	+282.54%
Dec 31, 2025	CHOREO, LLC	0.31%	248.79K	28.47M	10.72K	+4.50%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.31%	248.13K	28.27M	12.23K	+5.18%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	247.2K	28.16M	-8.91K	-3.48%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.56%	450.7K	51.34M	131.78K	+41.32%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.54%	438.42K	49.95M	27.13K	+6.60%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.54%	434.25K	49.47M	-136.38K	-23.90%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.54%	428.12K	48.77M	-78.64K	-15.52%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.43%	348.13K	39.66M	42.51K	+13.91%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.42%	335.39K	38.21M	335.39K	+16,769,600.00%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.4%	318.23K	36.26M	57.56K	+22.08%
Dec 31, 2025	OCTAVIA WEALTH ADVISORS, LLC	0.41%	325.17K	37.04M	18.56K	+6.05%
Dec 31, 2025	BOKF, NA	0.4%	316.76K	36.09M	16.42K	+5.47%
Dec 31, 2025	NBT BANK N A /NY	0.35%	281.25K	32.39M	5.02K	+1.82%
Dec 31, 2025	MERIDIAN WEALTH PARTNERS, LLC	0.34%	268.25K	30.56M	5.39K	+2.05%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.27%	225.73K	25.71M	-1.28M	-84.99%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.28%	235.9K	26.86M	6.16K	+2.68%
Sep 30, 2025	CHOREO, LLC	0.28%	238.07K	27.11M	-3.05K	-1.27%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	207.08K	23.58M	-722.13K	-77.71%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.3%	256.11K	29.17M	-46.27K	-15.30%
Sep 30, 2025	MERIDIAN WEALTH PARTNERS, LLC	0.31%	262.86K	29.93M	52.04K	+24.68%
Sep 30, 2025	SOFI WEALTH, LLC	0.59%	502.16K	57.19M	50.03K	+11.06%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.61%	515.13K	58.66M	-164.72K	-24.23%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.67%	570.63K	64.98M	112.52K	+24.56%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	583.31K	66.43M	-25.45K	-4.18%
Sep 30, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	0.24%	200.48K	22.83M	-5.43K	-2.63%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	207.98K	23.68M	-8.14K	-3.76%
Sep 30, 2025	M&T BANK CORP	0.72%	606.79K	69.1M	-11.6K	-1.88%
Sep 30, 2025	MARINER, LLC	0.44%	371.47K	42.3M	-31.97K	-7.92%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.45%	379.95K	43.27M	-584.4K	-60.60%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	416.31K	46.86M	-29.78K	-6.68%
Sep 30, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.55%	468.58K	53.36M	7.17K	+1.55%
Sep 30, 2025	NBT BANK N A /NY	0.33%	276.23K	31.84M	5.8K	+2.14%
Sep 30, 2025	CITADEL ADVISORS LLC	0.34%	291.31K	33.17M	286.59K	+6,066.68%
Sep 30, 2025	BOKF, NA	0.35%	300.34K	34.2M	1.19K	+0.40%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.36%	305.62K	34.8M	110.46K	+56.60%
Sep 30, 2025	OCTAVIA WEALTH ADVISORS, LLC	0.36%	306.61K	34.92M	14.09K	+4.82%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.49%	417.29K	47.52M	-1.18M	-73.89%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	445.2K	50.7M	-219.31K	-33.00%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.53%	446.16K	50.81M	5.28K	+1.20%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.53%	446.54K	50.85M	13.21K	+3.05%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.24%	203.03K	23.12M	12.5K	+6.56%
Sep 30, 2025	COVENANT PARTNERS, LLC	0.24%	202.84K	23.1M	1.46K	+0.72%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.53%	447.77K	50.99M	68.1K	+17.94%
Sep 30, 2025	ROYAL BANK OF CANADA	0.53%	453K	51.59M	128.01K	+39.39%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	453.42K	51.64M	-880.56K	-66.01%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.6%	506.76K	57.71M	145.48K	+40.27%
Sep 30, 2025	QUENT CAPITAL, LLC	0.61%	518.35K	59.03M	20.53K	+4.12%
Sep 30, 2025	US BANCORP \DE\	1.56%	1.32M	150.59M	-151.95K	-10.31%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.79%	670.77K	53.81M	225.6K	+50.68%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	684.13K	77.91M	-186.51K	-21.42%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.87%	736.82K	83.91M	736.82K	+100.00%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.74%	623.58K	71.01M	-44.69K	-6.69%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.72%	614.17K	69.94M	-58.4K	-8.68%
Sep 30, 2025	COLONY GROUP, LLC	0.74%	623.57K	71.01M	14.25K	+2.34%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.08%	914.39K	104.08M	-327.69K	-26.38%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.4%	1.19M	135.09M	18.36K	+1.57%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.49%	411.3K	46.84M	-79.02K	-16.12%
Sep 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.2%	171.89K	19.58M	4.36K	+2.60%
Sep 30, 2025	CWM, LLC	0.2%	170.38K	19.4M	-1.35M	-88.79%
Sep 30, 2025	MA PRIVATE WEALTH	0.19%	163.07K	18.57M	2.78K	+1.73%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.19%	161.87K	18.43M	20.52K	+14.52%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.19%	160.24K	18.25M	1.38K	+0.87%
Sep 30, 2025	STALEY CAPITAL ADVISERS INC	0.19%	158.84K	18.09M	1.39K	+0.88%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.18%	155.66K	17.73M	-398.06K	-71.89%
Sep 30, 2025	COUNTRY CLUB BANK /GFN	0.25%	215.55K	24.42M	-1.59K	-0.73%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.12%	4.34M	494.41M	-12.58M	-74.34%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	4.48%	3.8M	427.37M	-862.12K	-18.51%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.12%	3.5M	398.03M	-461.42K	-11.66%
Sep 30, 2025	MORGAN STANLEY	3.46%	2.93M	334.2M	-1.21M	-29.25%
Sep 30, 2025	JPMORGAN CHASE & CO	3.32%	2.81M	320.07M	-1.79M	-38.97%
Sep 30, 2025	RTD FINANCIAL ADVISORS, INC.	0.23%	198.9K	22.65M	-32	-0.02%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.23%	194.57K	22.16M	-559.36K	-74.19%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.41%	1.19M	135.85M	-95.05K	-7.38%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.23%	192.07K	21.87M	29	+0.02%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.22%	185.55K	21.13M	-147.31K	-44.26%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.21%	174.12K	19.83M	-219.16K	-55.73%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.38%	318.92K	36.32M	9.55K	+3.09%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.82%	694.86K	69.49M	9.41K	+1.37%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.3%	251.93K	28.69M	-12.06K	-4.57%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.31%	260.67K	29.68M	-40.42K	-13.42%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.32%	269.35K	30.67M	-15.14K	-5.32%
Sep 30, 2025	ITAU UNIBANCO HOLDING S.A.	0.32%	274.6K	31.27M	24.3K	+9.71%
Sep 30, 2025	LPL FINANCIAL LLC	3.11%	2.64M	300.3M	-3.44M	-56.59%
Sep 30, 2025	UBS GROUP AG	1.18%	1M	114.33M	9.38K	+0.94%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.17%	991.98K	112.97M	-323.22K	-24.58%
Sep 30, 2025	FMR LLC	1.13%	954.57K	108.71M	-26.94K	-2.74%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.28%	314.72K	35.25M	59.5K	+23.32%
Jun 30, 2025	JB CAPITAL LLC	0.44%	494.07K	55.34M	7.72K	+1.59%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.18%	206.51K	23.13M	-17.56K	-7.84%
Jun 30, 2025	MERIDIAN WEALTH PARTNERS, LLC	0.19%	210.82K	23.61M	3.53K	+1.70%
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.19%	212.57K	23.81M	9.01K	+4.42%
Jun 30, 2025	COUNTRY CLUB BANK /GFN	0.19%	217.14K	24.26M	-1.78K	-0.81%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.2%	226.23K	25.34M	-4.33K	-1.88%
Jun 30, 2025	CHOREO, LLC	0.21%	241.13K	27.01M	-6.22K	-2.51%
Jun 30, 2025	ITAU UNIBANCO HOLDING S.A.	0.22%	250.3K	28.03M	250.3K	+100.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.23%	263.99K	29.57M	446	+0.17%
Jun 30, 2025	NBT BANK N A /NY	0.24%	270.43K	30.29M	5.47K	+2.06%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.25%	284.49K	31.86M	3.39K	+1.21%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.25%	286.91K	32.13M	-37.33K	-11.51%
Jun 30, 2025	OCTAVIA WEALTH ADVISORS, LLC	0.26%	292.51K	32.76M	48.82K	+20.03%
Jun 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.26%	298.16K	33.39M	-4.32K	-1.43%
Jun 30, 2025	QUENT CAPITAL, LLC	0.44%	497.82K	55.76M	22.58K	+4.75%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.85%	964.34K	108.01M	3.99K	+0.42%
Jun 30, 2025	FMR LLC	0.87%	981.5K	109.93M	-47.16K	-4.58%
Jun 30, 2025	UBS GROUP AG	0.88%	994.53K	111.39M	-148.74K	-13.01%
Jun 30, 2025	BOKF, NA	0.26%	299.16K	33.51M	1.25K	+0.42%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	302.39K	33.87M	-18.12K	-5.65%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.27%	309.37K	34.65M	-40.35K	-11.54%
Jun 30, 2025	ROYAL BANK OF CANADA	0.29%	324.99K	36.4M	-433.72K	-57.17%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.43%	490.32K	54.92M	22.67K	+4.85%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.49%	548.61K	61.44M	4.3K	+0.79%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.49%	553.72K	62.02M	104.98K	+23.39%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.53%	597.45K	66.91M	65.38K	+12.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	608.76K	68.18M	37.07K	+6.48%
Jun 30, 2025	M&T BANK CORP	0.55%	618.39K	69.26M	-37.31K	-5.69%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	664.51K	74.43M	942	+0.14%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.59%	668.26K	74.85M	30.69K	+4.81%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.03%	1.17M	130.8M	5.01K	+0.43%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.1%	1.24M	138.66M	13.89K	+1.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.14%	1.29M	144.25M	-59.64K	-4.43%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.16%	1.32M	147.3M	62.79K	+5.01%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.18%	1.33M	149.41M	99.16K	+8.03%
Jun 30, 2025	US BANCORP \DE\	1.3%	1.47M	165.13M	-42.76K	-2.82%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.33%	1.5M	168.46M	-148.49K	-8.99%
Jun 30, 2025	CWM, LLC	1.34%	1.52M	170.18M	-16.97K	-1.10%
Jun 30, 2025	BLACKROCK, INC.	1.07%	1.2M	134.81M	-400.11K	-24.95%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.5%	3.96M	443.14M	-169.58K	-4.11%
Jun 30, 2025	JPMORGAN CHASE & CO	4.08%	4.61M	515.82M	-264.75K	-5.44%
Jun 30, 2025	LPL FINANCIAL LLC	5.38%	6.07M	680.32M	325.14K	+5.66%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	14.98%	16.92M	1.9B	108.21K	+0.64%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.32%	361.28K	40.46B	-93.98K	-20.64%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	1.41%	1.6M	179M	16.72K	+1.06%
Jun 30, 2025	MORGAN STANLEY	3.67%	4.15M	464.56B	233.94K	+5.98%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	4.12%	4.66M	520.44M	-640.52K	-12.09%
Jun 30, 2025		0.39%	445.17K	49.86M	18.26K	+4.28%
Jun 30, 2025	COLONY GROUP, LLC	0.54%	609.32K	68.24M	104.2K	+20.63%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.82%	929.21K	104.07M	5.96K	+0.65%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.77%	870.65K	97.51M	421.92K	+94.03%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.67%	753.93K	84.44M	-70.14K	-8.51%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.6%	679.84K	76.14M	4.11K	+0.61%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	672.57K	75.33M	20.57K	+3.15%
Jun 30, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.41%	461.41K	51.68M	4.54K	+0.99%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.41%	458.11K	51.31M	-57.06K	-11.08%
Jun 30, 2025	SOFI WEALTH, LLC	0.4%	452.14K	50.64M	25.5K	+5.98%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.39%	440.88K	49.38M	3.54K	+0.81%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.38%	433.33K	48.53M	22.28K	+5.42%
Jun 30, 2025	MARINER, LLC	0.36%	403.44K	45.18M	-7.21K	-1.76%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.36%	402.63K	45.09M	-12.85K	-3.09%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	446.09K	49.96M	73.44K	+19.71%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.35%	393.29K	44.05M	-4.17K	-1.05%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.34%	379.67K	42.52M	213.56K	+128.57%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.33%	374.19K	41.91M	8.88K	+2.43%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.32%	359.23K	3.21M	356.03K	+11,098.07%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.29%	332.85K	37.28M	36.08K	+12.16%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.39%	445.17K	49.86M	18.26K	+4.28%
Mar 31, 2025	COLONY GROUP, LLC	0.44%	505.12K	50.51M	-37.53K	-6.92%
Mar 31, 2025	LPL FINANCIAL LLC	5%	5.75M	574.92M	-3.4M	-37.18%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.46%	532.07K	53.21M	-349.38K	-39.64%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	14.61%	16.81M	1.68B	-13.72M	-44.93%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.4%	455.26K	45.53M	115.94K	+34.17%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.39%	448.74K	44.87M	189.04K	+72.79%
Mar 31, 2025	M&T BANK CORP	0.57%	655.69K	65.57M	-49.45K	-7.01%
Mar 31, 2025	JB CAPITAL LLC	0.42%	486.35K	48.63M	-459.93K	-48.60%
Mar 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.38%	437.34K	43.73M	3.41K	+0.78%
Mar 31, 2025		0.37%	426.91K	42.69M	-284.55K	-40.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	1.58%	1.82M	181.72M	1.82M	+100.00%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.44%	1.65M	165.26M	-2.58M	-60.98%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.57%	652K	65.2M	-45.55K	-6.53%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.55%	637.58K	63.76M	-140.62K	-18.07%
Mar 31, 2025	SOFI WEALTH, LLC	0.37%	426.64K	42.66M	416.16K	+3,969.06%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.36%	415.7K	41.57M	-92.31K	-18.17%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.36%	415.48K	41.55M	-384.06K	-48.04%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	0.36%	411.05K	41.1M	2.23K	+0.55%
Mar 31, 2025	MARINER, LLC	0.36%	410.65K	41.07M	-39.76K	-8.83%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	663.57K	66.36M	-146.87K	-18.12%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	448.72K	44.87M	448.72K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	4.6%	5.3M	534.27M	-1.44M	-21.36%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.8%	923.25K	92.33M	-727.94K	-44.09%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.72%	824.07K	82.41M	-577.98K	-41.22%
Mar 31, 2025	CWM, LLC	1.34%	1.54M	153.64M	-1.28M	-45.37%
Mar 31, 2025	US BANCORP \DE\	1.32%	1.52M	151.71M	-124.56K	-7.59%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.59%	675.73K	67.57M	-184.13K	-21.41%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.59%	4.13M	412.62M	-960.29K	-18.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.17%	1.35M	134.76M	-66.91K	-4.73%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.09%	1.25M	125.24M	-529.49K	-29.71%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.07%	1.23M	123.48M	-869.29K	-41.31%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.01%	1.16M	116.29M	-17.04K	-1.44%
Mar 31, 2025	QUENT CAPITAL, LLC	0.41%	475.24K	47.52M	19.53K	+4.29%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.41%	467.65K	46.76M	-50.68K	-9.78%
Mar 31, 2025	UBS GROUP AG	0.99%	1.14M	114.33M	-96.7K	-7.80%
Mar 31, 2025	FMR LLC	0.89%	1.03M	102.87M	-25.05K	-2.38%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.83%	960.35K	96.04M	-520.02K	-35.13%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.81%	934.75K	93.47M	934.75K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.07%	1.23M	122.84M	-381.7K	-23.71%
Mar 31, 2025	ROYAL BANK OF CANADA	0.66%	758.71K	75.87M	100.18K	+15.21%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.45%	515.17K	51.52M	-290.19K	-36.03%
Mar 31, 2025	JPMORGAN CHASE & CO	4.23%	4.87M	487.03M	-2.41M	-33.06%
Mar 31, 2025	MORGAN STANLEY	3.4%	3.91M	391.39M	-1.03M	-20.80%
Mar 31, 2025	JANE STREET GROUP, LLC	1.98%	2.28M	227.69M	2.19M	+2,387.47%
Mar 31, 2025	BLACKROCK, INC.	1.39%	1.6M	160.38M	-1.52M	-48.58%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	1.37%	1.58M	158.15M	-1.35M	-45.97%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.59%	674.76K	68.18M	-8.24K	-1.21%
Mar 31, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.4%	456.87K	45.69M	16.82K	+3.82%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.5%	571.69K	57.17M	-100.12K	-14.90%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.47%	544.32K	54.43M	-339.94K	-38.44%

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