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

Who are the major shareholders selling VanEck J.P. Morgan EM Local Currency Bond ETF stock?

SCHRODER INVESTMENT MANAGEMENT GROUP, in the last quarter, reduced its stake in EMLC by -50.89% restricting it's holding to 675.19 thousand shares of worth nearly $17.28M. ASSET MANAGEMENT ONE CO., LTD. also lessened -22.78% of the EMLC shares from its portfolio, reducing its holding to 2.58 million shares of worth $65.99M. FEDERATION DES CAISSES DESJARDINS DU QUEBEC also shunned EMLC shares holding by -12.4% last quarter which brought its holding to 975.43 thousand shares worth $24.93M.

Investors who are buying EMLC stock?

As per its latest 13F filing, NEW HARBOR FINANCIAL GROUP, LLC increased its stake in EMLC by 8.71% in the last quarter. The institutional holder raised its holding to 682.77 thousand shares having worth more than $17.45M. ROYAL BANK OF CANADA also added 2.62% more shares of EMLC to its portfolio, raising its holding to 1.14 million shares of worth $29.16M. HSBC HOLDINGS PLC also increased its EMLC shares holding by 1.86% which brought its holding to 1.17 million shares worth $29.89M.

EMLC's major insiders: who are they?

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

Did an insider recently sell EMLC stock?

Company executives, directors, and other insiders own N/A percent of VanEck J.P. Morgan EM Local Currency Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which EMLC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EMLC stock?

There have been 0 transaction(s) during the past 6-months in which VanEck J.P. Morgan EM Local Currency Bond ETF insiders have bought stock, totalling 0 shares

How much of EMLC does insiders own?

Around 0 VanEck J.P. Morgan EM Local Currency Bond ETF shares are held by insiders, which represents about N/A of EMLC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EMLC?

SCHRODER INVESTMENT MANAGEMENT GROUP is the largest institutional owner in EMLC which holds 675.19 thousand shares worth $17.28M or 0.35% of the total EMLC shares outstanding followed by NEW HARBOR FINANCIAL GROUP, LLC with ownership of 682.77 thousand shares representing 0.36% of the EMLC ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 1.14 million shares or 0.6% of the ownership worth more than $29.16M.

Is VanEck J.P. Morgan EM Local Currency Bond 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 EMLC is concerned, it is a stock which is optionable.

Is there a short position on EMLC's shares?

Number of EMLC 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 EMLC shares are there?

As of today, null shares of EMLC are outstanding.

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

EMLC 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 EMLC is null.

VanEck JP Morgan EM Local Currency Bond ETF (EMLC) 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. SCHRODER INVESTMENT MANAGEMENT GROUP is the top corporate investor, holding 675.19K shares valued at $17.28M. A 0.35% stake in VanEck J.P. Morgan EM Local Currency Bond ETF is owned by the company. NEW HARBOR FINANCIAL GROUP, LLC owns 682.77K shares valued at $17.45M, which translates its holding of 0.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SCHRODER INVESTMENT MANAGEMENT GROUP	0.35%	675.19K	17.28M	-699.71K	-50.89%
Jun 30, 2026	NEW HARBOR FINANCIAL GROUP, LLC	0.36%	682.77K	17.45M	54.7K	+8.71%
Jun 30, 2026	ROYAL BANK OF CANADA	0.6%	1.14M	29.16M	29.17K	+2.62%
Jun 30, 2026	HSBC HOLDINGS PLC	0.61%	1.17M	29.89M	21.34K	+1.86%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.01%	1.93M	49.43M	86.33K	+4.67%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.69%	3.22M	82.38M	280.17K	+9.52%
Jun 30, 2026	SEI INVESTMENTS CO	5.53%	10.57M	270.16M	923.8K	+9.58%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	9.81%	18.76M	479.39M	18.76M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9.81%	18.76M	479.39M	1.75M	+10.29%
Jun 30, 2026	UBS GROUP AG	6.95%	13.28M	339.42M	347.72K	+2.69%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.41%	779.22K	19.92M	502.3K	+181.39%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.45%	863.53K	22.07M	172.76K	+25.01%
Jun 30, 2026	ASSET MANAGEMENT ONE CO., LTD.	1.35%	2.58M	65.99M	-761.68K	-22.78%
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.51%	975.43K	24.93M	-138.03K	-12.40%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.4%	769.05K	19.66M	795	+0.10%
Jun 30, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.44%	844.77K	21.59M	-2.27K	-0.27%
Jun 30, 2026	CALAMOS ADVISORS LLC	0.69%	1.32M	33.77M	145K	+12.33%
Jun 30, 2026	NEUBERGER BERMAN GROUP LLC	2.92%	5.58M	142.73M	836.07K	+17.61%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.7%	1.35M	34.42M	40.18K	+3.08%
Jun 30, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	0.55%	1.05M	26.82M	-7.42K	-0.70%
Jun 30, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.57%	1.1M	28.03M	10.31K	+0.95%
Jun 30, 2026	VALMARK ADVISERS, INC.	2.62%	5M	127.91M	461.18K	+10.15%
Jun 30, 2026	MANNING & NAPIER ADVISORS LLC	0.33%	632.83K	16.18M	632.83K	+100.00%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.17%	321.85K	8.23M	56.49K	+21.29%
Jun 30, 2026	ACIMA PRIVATE WEALTH, LLC	0.17%	329.41K	8.42M	6.11K	+1.89%
Jun 30, 2026	CUTLER INVESTMENT COUNSEL LLC	0.18%	341.36K	8.73M	8.23K	+2.47%
Jun 30, 2026	FORTIS ADVISORS, LLC	0.21%	393.85K	10.07M	-3.22K	-0.81%
Jun 30, 2026	KIKER WEALTH MANAGEMENT, LLC	0.21%	398.28K	10.18M	41.9K	+11.76%
Jun 30, 2026	WHITCOMB & HESS, INC.	0.22%	425.77K	10.88M	11.3K	+2.73%
Jun 30, 2026	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.22%	429.72K	10.98M	0	0
Jun 30, 2026	PEKIN HARDY STRAUSS, INC.	0.23%	447.9K	11.45M	4.1K	+0.92%
Jun 30, 2026	5TH STREET ADVISORS, LLC	0.24%	454.09K	11.61M	156.97K	+52.83%
Jun 30, 2026	STATE OF NEW JERSEY COMMON PENSION FUND D	0.26%	500K	12.78M	0	0
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	0.27%	519.99K	13.29M	53.02K	+11.35%
Jun 30, 2026	CENTRAL TRUST CO	0.29%	550.29K	14.07M	77.96K	+16.51%
Jun 30, 2026	DEUTSCHE BANK AG\	0.3%	568.78K	14.54M	-534.71K	-48.46%
Jun 30, 2026	WRIGHT FUND MANAGEMENT, LLC	0.31%	590.59K	15.1M	590.59K	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.31%	592.61K	15.14M	11.67K	+2.01%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.32%	615.42K	15.73M	110.63K	+21.92%
Jun 30, 2026	NOMURA ASSET MANAGEMENT CO LTD	0.34%	642.95K	16.43M	-325.6K	-33.62%
Jun 30, 2026	VIEWPOINT INVESTMENT PARTNERS CORP	0.45%	857.1K	21.91M	6.1K	+0.72%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.46%	881.3K	22.53M	24.33K	+2.84%
Jun 30, 2026	ASSETMARK, INC	0.51%	966.77K	24.71M	371.47K	+62.40%
Jun 30, 2026	MADISON ASSET MANAGEMENT, LLC	0.54%	1.03M	26.2M	-4.81K	-0.47%
Jun 30, 2026	FRANKLIN RESOURCES INC	1.03%	1.98M	50.48M	-1.77K	-0.09%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.08%	2.06M	52.73M	125.28K	+6.47%
Jun 30, 2026	1832 ASSET MANAGEMENT L.P.	1.08%	2.07M	52.94M	39.54K	+1.95%
Jun 30, 2026	MORGAN STANLEY	1.68%	3.22M	82.21M	289K	+9.87%
Jun 30, 2026	BLACKROCK, INC.	1.81%	3.46M	88.45M	231	+0.01%
Jun 30, 2026	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	2.12%	4.06M	103.76M	393.48K	+10.73%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.23%	4.26M	108.83M	759.19K	+21.70%
Jun 30, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.34%	645.39K	16.5M	-127.95K	-16.54%
Jun 30, 2026		0.34%	650.75K	16.63M	650.75K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.36%	687.58K	17.57M	97.52K	+16.53%
Jun 30, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.36%	694.64K	17.75M	5	0.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.37%	705.93K	18.04M	-319.64K	-31.17%
Jun 30, 2026	ALM FIRST FINANCIAL ADVISORS, LLC	0.39%	749.73K	19.16M	173.09K	+30.02%
Jun 30, 2026	PAYDEN & RYGEL	0.81%	1.55M	39.55M	-744.64K	-32.49%
Jun 30, 2026	FMR LLC	0.82%	1.58M	40.27M	-693.05K	-30.55%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.93%	1.77M	45.33M	2.36K	+0.13%
Jun 30, 2026	SHAH WEALTH ADVISORS, LLC	0.34%	650.75K	16.63M	650.75K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.98%	1.87M	47.84M	338.5K	+22.08%
Jun 30, 2026	VARMA MUTUAL PENSION INSURANCE CO	1.62%	3.1M	79.24M	0	0
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.68%	3.21M	82.07M	-194.79K	-5.72%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.89%	17.01M	427.01M	1.99M	+13.25%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.27%	516.28K	12.96M	66.3K	+14.73%
Mar 31, 2026	ALM FIRST FINANCIAL ADVISORS, LLC	0.3%	576.64K	14.48M	48.89K	+9.26%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.3%	580.94K	14.58M	34.73K	+6.36%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.31%	590.06K	14.82M	81.41K	+16.01%
Mar 31, 2026	ASSETMARK, INC	0.31%	595.3K	14.95M	23.28K	+4.07%
Mar 31, 2026	LPL FINANCIAL LLC	0.8%	1.53M	38.49M	506.39K	+49.32%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.93%	1.77M	44.47M	281.35K	+18.89%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.97%	1.85M	46.39M	-251.29K	-11.97%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.01%	1.94M	48.66M	1.94M	+100.00%
Mar 31, 2026	FRANKLIN RESOURCES INC	1.03%	1.98M	49.64M	746.78K	+60.71%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	1.06%	2.03M	51.02M	95.04K	+4.91%
Mar 31, 2026	PAYDEN & RYGEL	1.2%	2.29M	57.56M	-143.36K	-5.89%
Mar 31, 2026	MORGAN STANLEY	1.53%	2.93M	73.51M	381.43K	+14.98%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.54%	2.94M	73.9M	430.38K	+17.13%
Mar 31, 2026	VARMA MUTUAL PENSION INSURANCE CO	1.62%	3.1M	77.84M	0	0
Mar 31, 2026	ASSET MANAGEMENT ONE CO., LTD.	1.75%	3.34M	83.95M	637.3K	+23.55%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.78%	3.41M	85.51M	2.68M	+366.87%
Mar 31, 2026	BLACKROCK, INC.	1.81%	3.46M	86.89M	469.59K	+15.70%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.83%	3.5M	87.85M	530.85K	+17.89%
Mar 31, 2026	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	1.92%	3.67M	92.05M	-2.93M	-44.42%
Mar 31, 2026	VALMARK ADVISERS, INC.	2.37%	4.54M	114.08M	123.86K	+2.80%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	2.48%	4.75M	119.22M	2.09M	+78.83%
Mar 31, 2026	SEI INVESTMENTS CO	5.04%	9.65M	242.22M	359.24K	+3.87%
Mar 31, 2026	UBS GROUP AG	6.76%	12.93M	324.72M	10.29M	+389.53%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.27%	504.79K	12.68M	158.39K	+45.72%
Mar 31, 2026	FMR LLC	1.19%	2.27M	56.96M	-36.63K	-1.59%
Mar 31, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	0.55%	1.06M	26.54M	1.06M	+100.00%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.57%	1.09M	27.27M	7.9K	+0.73%
Mar 31, 2026	ABSOLUTE GESTAO DE INVESTIMENTOS LTDA.	0.46%	888.28K	22.3M	888.28K	+100.00%
Mar 31, 2026	NOMURA ASSET MANAGEMENT CO LTD	0.51%	968.55K	24.32M	489.97K	+102.38%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.55%	1.03M	25.83M	134.66K	+15.11%
Mar 31, 2026	MADISON ASSET MANAGEMENT, LLC	0.54%	1.03M	25.86M	517.85K	+101.15%
Mar 31, 2026	NEW HARBOR FINANCIAL GROUP, LLC	0.33%	628.06K	15.77M	32.05K	+5.38%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.36%	690.77K	17.35M	608.44K	+739.03%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.36%	694.63K	17.44M	321.15K	+85.99%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.4%	768.25K	19.29M	-11.03K	-1.42%
Mar 31, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.44%	847.03K	21.27M	52.4K	+6.59%
Mar 31, 2026	VIEWPOINT INVESTMENT PARTNERS CORP	0.44%	851K	20.04M	-502.7K	-37.14%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.45%	856.98K	21.52M	200.1K	+30.46%
Mar 31, 2026	DEUTSCHE BANK AG\	0.58%	1.1M	27.71M	289K	+35.48%
Mar 31, 2026	ROYAL BANK OF CANADA	0.58%	1.11M	27.91M	92.77K	+9.11%
Mar 31, 2026	CUTLER INVESTMENT COUNSEL LLC	0.18%	333.14K	8.37M	-3.73K	-1.11%
Mar 31, 2026	INSIGHT WEALTH STRATEGIES, LLC	0.18%	333.73K	8.38M	-303.51K	-47.63%
Mar 31, 2026	KIKER WEALTH MANAGEMENT, LLC	0.19%	356.38K	8.95M	346.8K	+3,619.67%
Mar 31, 2026	FORTIS ADVISORS, LLC	0.21%	397.07K	9.97M	397.07K	+100.00%
Mar 31, 2026		0.22%	400.04K	10.05M	400.04K	+100.00%
Mar 31, 2026	WHITCOMB & HESS, INC.	0.22%	414.47K	10.41M	11.04K	+2.74%
Mar 31, 2026	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.23%	429.72K	10.79M	429.72K	+100.00%
Mar 31, 2026	PEKIN HARDY STRAUSS, INC.	0.24%	443.8K	11.14M	62.34K	+16.34%
Mar 31, 2026	CENTRAL TRUST CO	0.25%	472.33K	11.86M	49.7K	+11.76%
Mar 31, 2026	STATE OF NEW JERSEY COMMON PENSION FUND D	0.27%	500K	12.56M	500K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.31%	598.51K	15.03M	598.51K	+100.00%
Mar 31, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.4%	773.33K	19.42M	773.33K	+100.00%
Mar 31, 2026	TORONTO DOMINION BANK	0.42%	800K	20.09M	-400K	-33.33%
Mar 31, 2026	INVESCO LTD.	0.44%	836.37K	21M	826.07K	+8,019.29%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.61%	1.18M	29.53M	793.19K	+207.10%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.68%	1.31M	32.81M	272.21K	+26.32%
Mar 31, 2026	SCHRODER INVESTMENT MANAGEMENT GROUP	0.72%	1.37M	34.14M	986.69K	+254.16%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.58%	1.11M	27.96M	-32.81K	-2.86%
Mar 31, 2026	HSBC HOLDINGS PLC	0.6%	1.15M	28.82M	-17.22K	-1.48%
Dec 31, 2025	DEUTSCHE BANK AG\	0.51%	814.49K	21.03M	771.4K	+1,790.33%
Dec 31, 2025	ROYAL BANK OF CANADA	0.56%	1.02M	26.31M	122.89K	+13.72%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.63%	1.15M	29.6M	-13.26K	-1.14%
Dec 31, 2025	ACIMA PRIVATE WEALTH, LLC	0.2%	323.43K	8.35M	23.91K	+7.98%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.21%	373.49K	9.64M	-3.69M	-90.81%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.21%	383K	9.89M	383K	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.82%	1.49M	38.46M	197.17K	+15.25%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.39%	2.51M	64.87M	749.64K	+42.52%
Dec 31, 2025	MORGAN STANLEY	1.41%	2.55M	65.74M	-158K	-5.84%
Dec 31, 2025	UBS GROUP AG	1.46%	2.64M	68.21M	235.23K	+9.78%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	1.47%	2.66M	68.55M	-1.49M	-35.98%
Dec 31, 2025	PAYDEN & RYGEL	1.52%	2.44M	62.88M	2.44M	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.64%	2.97M	76.63M	1.34M	+81.88%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	1.69%	2.71M	69.65M	-9.9K	-0.36%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	1.74%	2.78M	71.69M	529.94K	+23.59%
Dec 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.5%	794.63K	20.52M	-2.66K	-0.33%
Dec 31, 2025	HSBC HOLDINGS PLC	0.73%	1.17M	30.08M	-3.94K	-0.34%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.4%	729.45K	18.83M	729.45K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.43%	779.28K	20.12M	-9.22K	-1.17%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	890.91K	23M	259.3K	+41.05%
Dec 31, 2025	VALMARK ADVISERS, INC.	2.77%	4.42M	114.1M	149.84K	+3.51%
Dec 31, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	3.64%	6.6M	170.29M	656.49K	+11.05%
Dec 31, 2025	SEI INVESTMENTS CO	5.13%	9.29M	239.79M	397.55K	+4.47%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.29%	15.02M	387.73M	1.86M	+14.16%
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.17%	272.55K	7.04M	14.63K	+5.67%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.19%	296.41K	7.65M	279.68K	+1,672.03%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	383.63K	9.91M	17.83K	+4.87%
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.21%	388.21K	10.02M	-72.28K	-15.70%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.22%	402.44K	10.39M	402.44K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.57%	1.03M	26.51M	705.58K	+219.75%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.67%	1.08M	27.84M	19.57K	+1.85%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.68%	1.23M	31.76M	2.09K	+0.17%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.65%	1.03M	26.7M	93.67K	+9.96%
Dec 31, 2025	TORONTO DOMINION BANK	0.66%	1.2M	30.98M	600K	+100.00%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.23%	411.03K	10.61M	40.82K	+11.03%
Dec 31, 2025	PEKIN HARDY STRAUSS, INC.	0.24%	381.46K	9.85M	48.18K	+14.46%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.25%	449.98K	11.62M	21.45K	+5.01%
Dec 31, 2025	WHITCOMB & HESS, INC.	0.25%	403.43K	10.47M	26.37K	+6.99%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.26%	475.3K	12.27M	6K	+1.28%
Dec 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.26%	478.58K	12.36M	393.35K	+461.55%
Dec 31, 2025	CENTRAL TRUST CO	0.26%	422.63K	10.91M	39.38K	+10.28%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.28%	508.65K	13.13M	370.1K	+267.13%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.3%	546.21K	14.1M	-308.88K	-36.12%
Dec 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.32%	511.96K	13.22M	511.96K	+100.00%
Dec 31, 2025	ALM FIRST FINANCIAL ADVISORS, LLC	0.33%	527.75K	13.63M	0	0
Dec 31, 2025	ASSETMARK, INC	0.36%	572.03K	14.77M	242.98K	+73.84%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.36%	656.87K	16.96M	-814.79K	-55.37%
Dec 31, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.37%	596.01K	15.39M	41.67K	+7.52%
Dec 31, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.4%	637.24K	16.45M	637.24K	+100.00%
Dec 31, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.85%	1.35M	34.95M	-53.6K	-3.81%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	1.07%	1.94M	50M	-9.52K	-0.49%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.08%	1.95M	50.43M	911.55K	+87.51%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.16%	2.1M	54.19M	130.27K	+6.62%
Dec 31, 2025	FMR LLC	1.27%	2.31M	59.52M	2.15M	+1,395.26%
Dec 31, 2025	VPR MANAGEMENT LLC	0.17%	316.2K	8.16M	0	0
Dec 31, 2025	CUTLER INVESTMENT COUNSEL LLC	0.19%	336.87K	8.7M	9.27K	+2.83%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.19%	346.4K	8.94M	186.11K	+116.11%
Dec 31, 2025	VARMA MUTUAL PENSION INSURANCE CO	1.94%	3.1M	80.04M	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	214.05K	5.53M	14.97K	+7.52%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.14%	224.67K	5.8M	190.15K	+550.92%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	259.35K	6.7M	189.41K	+270.82%
Dec 31, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.14%	229.13K	5.92M	4.94K	+2.20%
Dec 31, 2025	OPPENHEIMER & CO INC	0.15%	243.37K	6.28M	-144	-0.06%
Dec 31, 2025	BLACKROCK, INC.	1.65%	2.99M	77.22M	-1.75M	-36.89%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	199.09K	5.08M	-15.61K	-7.27%
Sep 30, 2025	LPL FINANCIAL LLC	0.21%	321.08K	8.19M	101.78K	+46.41%
Sep 30, 2025	VPR MANAGEMENT LLC	0.21%	316.2K	8.07M	0	0
Sep 30, 2025	VALMARK ADVISERS, INC.	2.84%	4.27M	108.91M	163.35K	+3.98%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	2.76%	4.15M	105.8M	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	631.61K	16.11M	63.29K	+11.14%
Sep 30, 2025		0.4%	600K	15.31M	600K	+100.00%
Sep 30, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.37%	554.34K	14.14M	38.85K	+7.54%
Sep 30, 2025	ALM FIRST FINANCIAL ADVISORS, LLC	0.35%	527.75K	13.46M	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.16%	243.52K	6.21M	98.62K	+68.06%
Sep 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.16%	237.46K	6M	1.45K	+0.61%
Sep 30, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.15%	224.19K	5.72M	38.55K	+20.77%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.15%	219.31K	5.59M	7.8K	+3.69%
Sep 30, 2025	AVOS CAPITAL MANAGEMENT, LLC	0.14%	214.67K	5.48M	32.06K	+17.56%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.13%	201K	5.13M	-231.3K	-53.50%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	189.88K	4.84M	3.34K	+1.79%
Sep 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.12%	185.57K	4.73M	-433	-0.23%
Sep 30, 2025	FRIEDENTHAL FINANCIAL	0.11%	162.62K	4.15M	162.62K	+100.00%
Sep 30, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.1%	156.99K	4M	-2.27K	-1.42%
Sep 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0.1%	155.42K	3.96M	-2.26K	-1.43%
Sep 30, 2025	FMR LLC	0.1%	154.17K	3.93M	-27.12K	-14.96%
Sep 30, 2025	SEI INVESTMENTS CO	5.92%	8.89M	226.77M	322.38K	+3.76%
Sep 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	3.95%	5.94M	151.5M	4.57M	+334.50%
Sep 30, 2025	HSBC HOLDINGS PLC	0.78%	1.17M	29.82M	107.05K	+10.08%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	1.81%	2.72M	69.28M	-759.6K	-21.86%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.63%	940.59K	23.99M	5.38K	+0.58%
Sep 30, 2025	ROYAL BANK OF CANADA	0.6%	895.98K	22.86M	175.28K	+24.32%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.57%	855.09K	21.81M	297.69K	+53.41%
Sep 30, 2025	JPMORGAN CHASE & CO	0.46%	683.79K	17.44M	4.77K	+0.70%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.4%	600.07K	15.23M	349.32K	+139.31%
Sep 30, 2025	TORONTO DOMINION BANK	0.4%	600K	15.31M	0	0
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.29%	428.53K	10.93M	428.53K	+100.00%
Sep 30, 2025	BANK OF NOVA SCOTIA	0.27%	400K	10.2M	-35K	-8.05%
Sep 30, 2025	VARMA MUTUAL PENSION INSURANCE CO	2.06%	3.1M	79.08M	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.25%	370.21K	9.44M	-2.74K	-0.73%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.7%	1.06M	27.01M	22.47K	+2.17%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.77%	1.16M	29.58M	23.35K	+2.06%
Sep 30, 2025	CENTRAL TRUST CO	0.26%	383.25K	9.78M	48.57K	+14.51%
Sep 30, 2025	WHITCOMB & HESS, INC.	0.25%	377.06K	9.62M	17.08K	+4.75%
Sep 30, 2025	BLACKROCK, INC.	3.16%	4.74M	120.89M	3.02M	+176.08%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.69%	1.04M	26.57M	173.04K	+19.92%
Sep 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.53%	797.29K	20.34M	47.22K	+6.30%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.53%	788.5K	20.11M	-261.7K	-24.92%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.71%	4.07M	103.72M	4.01M	+6,581.23%
Sep 30, 2025	MORGAN STANLEY	1.8%	2.7M	68.98M	958.32K	+54.89%
Sep 30, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.94%	1.41M	35.68M	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.86%	1.29M	32.97M	1.29M	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.82%	1.23M	31.33M	454.71K	+58.80%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.31%	469.3K	11.97M	3.76K	+0.81%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.31%	460.5K	11.75M	81.88K	+21.62%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.76%	13.15M	335.55M	1.49M	+12.80%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.2%	305.45K	7.79M	-1.8K	-0.59%
Sep 30, 2025	ACIMA PRIVATE WEALTH, LLC	0.2%	299.53K	7.64M	22.46K	+8.11%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.17%	257.92K	6.58M	6.95K	+2.77%
Sep 30, 2025	UBS GROUP AG	1.6%	2.41M	61.39M	-405.82K	-14.43%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	1.5%	2.25M	57.31M	680.3K	+43.43%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.31%	1.97M	50.22M	185.4K	+10.40%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	1.3%	1.95M	49.65M	411.31K	+26.80%
Sep 30, 2025	D. E. SHAW & CO., INC.	1.27%	1.91M	48.67M	-1.24M	-39.45%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.17%	1.76M	44.97M	519.82K	+41.82%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.09%	1.63M	41.62M	116.57K	+7.69%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.98%	1.47M	37.54M	1.25M	+557.29%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	365.81K	9.33M	316.95K	+648.76%
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.22%	333.27K	8.5M	18.83K	+5.99%
Sep 30, 2025	ASSETMARK, INC	0.22%	329.05K	8.39M	139.92K	+73.99%
Sep 30, 2025	CUTLER INVESTMENT COUNSEL LLC	0.22%	327.6K	8.36M	8.21K	+2.57%
Jun 30, 2025	UBS GROUP AG	1.97%	2.81M	71.29M	468.54K	+19.99%
Jun 30, 2025	D. E. SHAW & CO., INC.	2.21%	3.15M	79.88B	2.07M	+190.27%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	2.44%	3.48M	88.1M	62.8K	+1.84%
Jun 30, 2025	VALMARK ADVISERS, INC.	2.88%	4.11M	104.09M	86.36K	+2.15%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	2.91%	4.15M	105.14M	4.09M	+7,395.18%
Jun 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.53%	750.07K	19.01M	-77.32K	-9.35%
Jun 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.96%	1.37M	34.65M	1.37M	+100.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	246.68K	6.25M	-461	-0.19%
Jun 30, 2025	VPR MANAGEMENT LLC	0.22%	316.2K	8.02M	0	0
Jun 30, 2025	BANK OF NOVA SCOTIA	0.31%	435K	11.03M	435K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.39%	557.4K	14.13M	105.69K	+23.40%
Jun 30, 2025	ACIMA PRIVATE WEALTH, LLC	0.19%	277.07K	7.02M	-9.39K	-3.28%
Jun 30, 2025	ALM FIRST FINANCIAL ADVISORS, LLC	0.37%	527.75K	13.38M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.4%	568.32K	14.41M	480.29K	+545.56%
Jun 30, 2025	JPMORGAN CHASE & CO	0.48%	679.02K	17.21M	677.2K	+37,249.78%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.33%	465.54K	11.8M	162.09K	+53.42%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.18%	250.96K	6.36M	-1.49K	-0.59%
Jun 30, 2025	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.21%	298.8K	7.57M	-658.8K	-68.80%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.22%	307.25K	7.79M	0	0
Jun 30, 2025	PEKIN HARDY STRAUSS, INC.	0.22%	314.45K	7.97M	19.88K	+6.75%
Jun 30, 2025	CUTLER INVESTMENT COUNSEL LLC	0.22%	319.39K	8.1M	-4.02K	-1.24%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.3%	432.3K	10.96M	-59.2K	-12.04%
Jun 30, 2025	TORONTO DOMINION BANK	0.42%	600K	15.21M	600K	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.55%	790K	20.03M	-268.24K	-25.35%
Jun 30, 2025	WHITCOMB & HESS, INC.	0.25%	359.98K	9.13M	4.56K	+1.28%
Jun 30, 2025		0.11%	157.67K	4M	542	+0.34%
Jun 30, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.11%	159.26K	4.04M	-432	-0.27%
Jun 30, 2025	FMR LLC	0.13%	181.29K	4.6B	733	+0.41%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.13%	183.99K	4.66M	114.15K	+163.45%
Jun 30, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.13%	185.64K	4.71M	185.64K	+100.00%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	3.36%	4.79M	5.1M	4.79M	+100.00%
Jun 30, 2025	SEI INVESTMENTS CO	6.01%	8.57M	217.17M	221.68K	+2.66%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.18%	11.66M	295.61M	1.39M	+13.52%
Jun 30, 2025	WRIGHT FUND MANAGEMENT, LLC	1.1%	1.57M	37.37M	0	0
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.73%	1.04M	26.27M	26.92K	+2.67%
Jun 30, 2025	MORGAN STANLEY	1.22%	1.75M	44.26B	121.71K	+7.49%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.25%	1.78M	45.2M	300.25K	+20.25%
Jun 30, 2025	BLACKROCK, INC.	1.2%	1.72M	43.52M	-1.72M	-50.00%
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.17%	236.02K	5.96M	4.38K	+1.89%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	223.9K	5.68B	-2.21M	-90.80%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.15%	214.7K	5.44M	-45.93K	-17.62%
Jun 30, 2025	ASSETMARK, INC	0.13%	189.12K	4.79M	183.15K	+3,066.28%
Jun 30, 2025	ROYAL BANK OF CANADA	0.51%	720.7K	18.27M	21.99K	+3.15%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.54%	773.28K	19.6M	0	0
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.61%	868.66K	22.02M	549.2K	+171.92%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.18%	250.75K	6.33M	-392.23K	-61.00%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.26%	372.95K	9.45M	6.45K	+1.76%
Jun 30, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.36%	515.49K	13.07M	14.25K	+2.84%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.43%	613.3K	15.55M	613.3K	+100.00%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.27%	378.62K	9.6M	100.21K	+35.99%
Jun 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.63%	900K	22.82M	270.41K	+42.95%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.66%	935.2K	23.71M	-21.47K	-2.24%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.74%	1.05M	26.62M	-111.3K	-9.58%
Jun 30, 2025	HSBC HOLDINGS PLC	0.75%	1.06M	26.92M	-30.79K	-2.82%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.8%	1.14M	28.8M	14.88K	+1.33%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.87%	1.24M	31.51M	56.43K	+4.76%
Jun 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.13%	186K	4.72M	2.41K	+1.31%
Jun 30, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.99%	1.41M	35.68M	-288.3K	-17.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.06%	1.52M	38.41M	-37.99K	-2.45%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	1.08%	1.53M	38.91M	22.84K	+1.51%
Jun 30, 2025	VARMA MUTUAL PENSION INSURANCE CO	2.17%	3.1M	78.59M	-1M	-24.39%
Jun 30, 2025	CENTRAL TRUST CO	0.23%	334.68K	8.48M	68.5K	+25.74%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.26%	373.6K	9.47B	373.6K	+100.00%
Mar 31, 2025	ACIMA PRIVATE WEALTH, LLC	0.26%	286.46K	6.83M	-29.38K	-9.30%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	3.06%	3.41M	81.43M	-2.4M	-41.29%
Mar 31, 2025	BLACKROCK, INC.	3.07%	3.43M	81.91M	-84.55K	-2.40%
Mar 31, 2025	VALMARK ADVISERS, INC.	3.6%	4.02M	95.91M	124.55K	+3.20%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.9%	1.01M	24.08M	5.18K	+0.52%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.06%	1.19M	28.31M	193.5K	+19.48%
Mar 31, 2025	VARMA MUTUAL PENSION INSURANCE CO	3.67%	4.1M	97.83M	0	0
Mar 31, 2025	SEI INVESTMENTS CO	7.47%	8.35M	199.12M	207K	+2.54%
Mar 31, 2025	WHITCOMB & HESS, INC.	0.32%	355.42K	8.48M	8.45K	+2.43%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.33%	366.5K	8.74M	-14.34K	-3.77%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.38%	425.8K	10.16M	425.8K	+100.00%
Mar 31, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.45%	501.25K	11.96M	501.25K	+100.00%
Mar 31, 2025	ALM FIRST FINANCIAL ADVISORS, LLC	0.47%	527.75K	12.59M	29.33K	+5.88%
Mar 31, 2025	MOORE CAPITAL MANAGEMENT, LP	0.56%	629.59K	15.02M	629.59K	+100.00%
Mar 31, 2025	PEKIN HARDY STRAUSS, INC.	0.26%	294.57K	7.03M	56.6K	+23.79%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	303.45K	7.24M	235.56K	+346.98%
Mar 31, 2025	MORGAN STANLEY	1.45%	1.62M	38.75M	-257.35K	-13.68%
Mar 31, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	1.52%	1.7M	40.46M	1.2M	+243.80%
Mar 31, 2025	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.86%	957.6K	22.85M	957.6K	+100.00%
Mar 31, 2025	UBS GROUP AG	2.1%	2.34M	55.92M	-233.63K	-9.06%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.28%	307.25K	7.33M	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.28%	315.46K	7.53M	5.84K	+1.89%
Mar 31, 2025	CUTLER INVESTMENT COUNSEL LLC	0.29%	323.41K	7.72M	14.69K	+4.76%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.69%	773.28K	18.45M	257.4K	+49.90%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.86%	956.68K	22.83M	17.92K	+1.91%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.97%	1.09M	25.9M	608.1K	+127.37%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.23%	260.63K	6.22M	-134.52K	-34.04%
Mar 31, 2025	CENTRAL TRUST CO	0.24%	266.17K	6.35M	62.92K	+30.95%
Mar 31, 2025		0.31%	351.3K	8.38M	351.3K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.33%	1.48M	35.38M	-91.01K	-5.78%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9.2%	10.27M	245.1M	1.56M	+17.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.39%	1.55M	37.06M	-36.64K	-2.30%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	1%	1.12M	26.75M	17.21K	+1.56%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	1.35%	1.51M	36.08M	-204.06K	-11.89%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	2.18%	2.43M	58.1M	-120.16K	-4.70%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.04%	1.16M	27.71M	-44.31K	-3.67%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.44%	491.5K	11.73M	-125.8K	-20.38%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.4%	451.71K	10.77M	45.15K	+11.10%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.29%	319.46K	7.62M	11.55K	+3.75%
Mar 31, 2025	VPR MANAGEMENT LLC	0.28%	316.2K	7.54M	0	0
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.25%	278.41K	6.63M	233.38K	+518.24%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.58%	642.97K	15.27M	642.97K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.63%	698.71K	16.67M	53.93K	+8.36%
Mar 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.74%	827.39K	19.74M	125.36K	+17.86%
Mar 31, 2025	MANNING & NAPIER ADVISORS LLC	0.85%	950.39K	22.68M	0	0
Mar 31, 2025	NAN FUNG TRINITY (HK) LTD	0.92%	1.03M	24.64M	-929K	-47.35%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.95%	1.06M	25.25M	433.31K	+69.34%
Mar 31, 2025	HSBC HOLDINGS PLC	0.98%	1.09M	26.07M	22.1K	+2.06%
Mar 31, 2025	PAYDEN & RYGEL	0.98%	1.1M	26.16M	1.1M	+100.00%
Mar 31, 2025	WRIGHT FUND MANAGEMENT, LLC	1.4%	1.57M	37.37M	1.57M	+100.00%
Mar 31, 2024	BRIDGE ADVISORY, LLC	0.49%	556.29K	13.63M	-74.25K	-11.78%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.17%	1.49M	36.52M	-108.1K	-6.76%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.33%	1.69M	41.48M	-171.62K	-9.21%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.88%	2.39M	58.67M	272.91K	+12.87%
Mar 31, 2024	UBS GROUP AG	1.97%	2.5M	61.25M	45.86K	+1.87%
Mar 31, 2024	VALMARK ADVISERS, INC.	3%	3.43M	84.03M	165.87K	+5.08%
Mar 31, 2024	VARMA MUTUAL PENSION INSURANCE CO	3.59%	4.1M	100.49M	0	0
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	4.42%	5.06M	123.93M	2.63M	+108.21%
Mar 31, 2024	SEI INVESTMENTS CO	6.1%	7.76M	190.22M	-1.7M	-17.96%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	6.27%	7.17M	175.62M	-309.87K	-4.15%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.72%	818K	20.05M	49.33K	+6.42%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.84%	962.9K	23.6M	503.67K	+109.68%
Mar 31, 2024	ACIMA PRIVATE WEALTH, LLC	0.21%	241.04K	5.91M	80.88K	+50.50%
Mar 31, 2024	LEUTHOLD GROUP, LLC	0.22%	256.42K	6.28M	16.96K	+7.08%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.24%	307.25K	7.53M	0	0
Mar 31, 2024	CUTLER INVESTMENT COUNSEL LLC	0.27%	304.37K	7.46M	17.68K	+6.17%
Mar 31, 2024	CONNING INC.	0.27%	310K	7.6M	0	0
Mar 31, 2024	VPR MANAGEMENT LLC	0.28%	316.2K	7.75M	0	0
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.28%	322.18K	7.9M	-8.14K	-2.46%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.28%	322.18K	7.9M	322.18K	+100.00%
Mar 31, 2024	WHITCOMB & HESS, INC.	0.29%	327.67K	8.03M	21.67K	+7.08%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.31%	396.93K	9.73M	-22.42K	-5.35%
Mar 31, 2024	TANAGER WEALTH MANAGEMENT LLP	0.31%	359.46K	8.81M	42.25K	+13.32%
Mar 31, 2024	ALM FIRST FINANCIAL ADVISORS, LLC	0.34%	385K	9.44M	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.41%	522.91K	12.82M	-38.08K	-6.79%
Mar 31, 2024	NEW HARBOR FINANCIAL GROUP, LLC	0.42%	484.96K	11.89M	9.42K	+1.98%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.13%	1.44M	35.21M	1.13M	+371.12%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.58%	657.7K	16.12M	420.39K	+177.15%
Mar 31, 2024	CHECCHI CAPITAL ADVISERS, LLC	0.63%	722.9K	17.72M	24.56K	+3.52%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.86%	988.02K	24.22M	988.02K	+100.00%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	1.37%	1.56M	38.27M	69.62K	+4.67%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	1.44%	1.65M	40.36M	54.5K	+3.42%
Mar 31, 2024	ROYAL BANK OF CANADA	1.47%	1.87M	45.81M	38.64K	+2.11%
Mar 31, 2024	JANE STREET GROUP, LLC	1.49%	1.9M	46.5M	1.05M	+123.90%
Mar 31, 2024	MORGAN STANLEY	1.59%	2.02M	49.44M	-127.24K	-5.93%
Mar 31, 2024	NAN FUNG TRINITY (HK) LTD	1.76%	2.01M	49.2M	12.4K	+0.62%
Mar 31, 2024	BLACKROCK INC.	2.77%	3.52M	86.22M	0	0
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.14%	179.61K	4.4M	19.19K	+11.96%
Mar 31, 2024	FMR LLC	0.14%	180.11K	4.41M	1.76K	+0.99%
Mar 31, 2024	ALPS ADVISORS INC	0.14%	184.09K	4.51M	-645	-0.35%
Mar 31, 2024	SAGE ADVISORY SERVICES, LTD.CO.	0.15%	185.04K	4.54M	3.27K	+1.80%
Mar 31, 2024	ELLEVEST, INC.	0.15%	193.13K	4.73M	157.7K	+445.09%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.16%	203.73K	4.99M	-16.84K	-7.63%
Mar 31, 2024	PEKIN HARDY STRAUSS, INC.	0.16%	204.43K	5.01M	49.94K	+32.32%
Mar 31, 2024	LPL FINANCIAL LLC	0.17%	212.59K	5.21M	-9.68K	-4.36%
Mar 31, 2024	DESTINY WEALTH PARTNERS, LLC	0.17%	213.25K	5.23M	-26.49K	-11.05%
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	0.81%	929.34K	22.78M	19.04K	+2.09%
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	1.24%	1.42M	34.89M	-1.51M	-51.56%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.18%	232.78K	5.71M	-18.91K	-7.51%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.66%	3.38M	82.78M	2.87M	+566.39%
Mar 31, 2024	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.22%	251.83K	6.17M	-222.91K	-46.95%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.68%	782.6K	19.18M	-142.1K	-15.37%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.43%	491.92K	11.92M	-2.46K	-0.50%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.83%	950.39K	23.29M	0	0
Mar 31, 2024		0.86%	988.02K	24.22M	988.02K	+100.00%
Mar 31, 2024	HSBC HOLDINGS PLC	0.91%	1.16M	28.49M	-34.83K	-2.91%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.94%	1.19M	29.28M	-1.63M	-57.68%
Mar 31, 2024	VIEWPOINT INVESTMENT PARTNERS CORP	0.97%	1.11M	27.23M	288.5K	+35.07%
Mar 31, 2024	VERITION FUND MANAGEMENT LLC	1.03%	1.18M	28.84M	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	1.06%	1.21M	29.62M	-666	-0.06%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.12%	1.42M	34.89M	343.37K	+31.79%
Dec 31, 2023	CHECCHI CAPITAL ADVISERS, LLC	0.57%	698.34K	17.7M	89.44K	+14.69%
Dec 31, 2023	BRIDGE ADVISORY, LLC	0.52%	630.54K	15.98M	-208.31K	-24.83%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.46%	560.99K	14.22M	-4.27M	-88.38%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.43%	521.7K	13.23M	521.7K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.42%	506.83K	12.85M	211.73K	+71.75%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.41%	494.38K	12.42M	-2.24K	-0.45%
Dec 31, 2023	NEW HARBOR FINANCIAL GROUP, LLC	0.39%	475.54K	12.05M	11.72K	+2.53%
Dec 31, 2023	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.39%	474.73K	12.03M	-20.72K	-4.18%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.38%	459.23K	11.64M	459.18K	+883,038.46%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.34%	419.36K	10.63M	-37.14K	-8.14%
Dec 31, 2023	ALM FIRST FINANCIAL ADVISORS, LLC	0.32%	385K	9.76M	0	0
Dec 31, 2023	HORIZON INVESTMENTS, LLC	0.31%	377K	9.51M	377K	+100.00%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.27%	330.31K	8.37M	-10.5K	-3.08%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.27%	330.31K	8.37M	-10.5K	-3.08%
Dec 31, 2023	TANAGER WEALTH MANAGEMENT LLP	0.26%	317.21K	8.04M	34.16K	+12.07%
Dec 31, 2023	VPR MANAGEMENT LLC	0.26%	316.2K	8.02M	0	0
Dec 31, 2023	CONNING INC.	0.25%	310K	7.86M	0	0
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.25%	307.25K	7.79M	307.25K	+100.00%
Dec 31, 2023	SEI INVESTMENTS CO	7.75%	9.46M	239.82M	-50.33K	-0.53%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	6.13%	7.48M	189.49M	-195.96K	-2.55%
Dec 31, 2023	VARMA MUTUAL PENSION INSURANCE CO	3.36%	4.1M	103.94M	1.1M	+36.67%
Dec 31, 2023	BLACKROCK INC.	2.88%	3.52M	89.17M	0	0
Dec 31, 2023		1.6%	1.95M	49.45M	-1.22M	-38.57%
Dec 31, 2023	NAN FUNG TRINITY (HK) LTD	1.64%	2M	50.57M	-221.9K	-10.01%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.74%	2.12M	53.76M	-116.43K	-5.20%
Dec 31, 2023	MORGAN STANLEY	1.76%	2.14M	54.36M	-66.43K	-3.00%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	1.99%	2.43M	61.54M	319K	+15.12%
Dec 31, 2023	UBS GROUP AG	2.01%	2.45M	62.19M	461.63K	+23.18%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.31%	2.82M	71.58M	-1.36M	-32.49%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	2.4%	2.93M	74.31M	1.02M	+53.45%
Dec 31, 2023	NINEPOINTTWO CAPITAL LLC	0.85%	1.04M	26.25M	-62.94K	-5.73%
Dec 31, 2023	VALMARK ADVISERS, INC.	2.67%	3.26M	82.71M	29.58K	+0.92%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.99%	1.21M	30.65M	666	+0.06%
Dec 31, 2023	HSBC HOLDINGS PLC	0.98%	1.2M	30.35M	-150.03K	-11.14%
Dec 31, 2023	VERITION FUND MANAGEMENT LLC	0.96%	1.18M	29.82M	1.18M	+100.00%
Dec 31, 2023	MANNING & NAPIER GROUP, LLC	0.78%	950.39K	24.09M	950.39K	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	1.22%	1.49M	37.82M	40.79K	+2.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.89%	1.08M	27.38M	-1.64M	-60.35%
Dec 31, 2023	CIBC ASSET MANAGEMENT INC	0.87%	1.06M	27M	87.98K	+9.01%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	1.3%	1.59M	40.36M	563.37K	+54.77%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.31%	1.6M	40.52M	539.57K	+50.97%
Dec 31, 2023	FIRST CITIZENS BANK & TRUST CO	1.42%	1.74M	43.99M	-1.27M	-42.28%
Dec 31, 2023	ROYAL BANK OF CANADA	1.5%	1.83M	46.4M	-203.19K	-9.99%
Dec 31, 2023	TD ASSET MANAGEMENT INC	0.76%	924.7K	23.44M	344.5K	+59.38%
Dec 31, 2023	WRIGHT FUND MANAGEMENT, LLC	0.85%	1.04M	26.32M	1.04M	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.53%	1.86M	47.25M	322.51K	+20.92%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.75%	910.3K	23.08M	380.39K	+71.78%
Dec 31, 2023	JANE STREET GROUP, LLC	0.69%	847.4K	21.48M	247.4K	+41.23%
Dec 31, 2023	VIEWPOINT INVESTMENT PARTNERS CORP	0.67%	822.6K	20.85M	-10.03K	-1.21%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.63%	768.68K	19.49M	95.43K	+14.17%

Frequently Asked Questions