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

Who are the major shareholders selling Fidelity MSCI Consumer Discretionary Index ETF stock?

EP WEALTH ADVISORS, LLC, in the last quarter, reduced its stake in FDIS by -23.79% restricting it's holding to 12.25 thousand shares of worth nearly $1.26M. INVESTORS RESEARCH CORP also lessened -1.64% of the FDIS shares from its portfolio, reducing its holding to 13.22 thousand shares of worth $1.36M. KDK PRIVATE WEALTH MANAGEMENT, LLC also shunned FDIS shares holding by -0.95% last quarter which brought its holding to 15.93 thousand shares worth $1.64M.

Investors who are buying FDIS stock?

As per its latest 13F filing, J.W. COLE ADVISORS, INC. increased its stake in FDIS by 100% in the last quarter. The institutional holder raised its holding to 13.78 thousand shares having worth more than $1.42M. SOUTHERN CAPITAL ADVISORS, LLC also added 5.9% more shares of FDIS to its portfolio, raising its holding to 14.45 thousand shares of worth $1.49M. ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC also increased its FDIS shares holding by 5.2% which brought its holding to 14.47 thousand shares worth $1.49M.

FDIS's major insiders: who are they?

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

Did an insider recently sell FDIS stock?

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

Which insider recently purchased FDIS stock?

There have been 0 transaction(s) during the past 6-months in which Fidelity MSCI Consumer Discretionary Index ETF insiders have bought stock, totalling 0 shares

How much of FDIS does insiders own?

Around 0 Fidelity MSCI Consumer Discretionary Index ETF shares are held by insiders, which represents about N/A of FDIS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FDIS?

EP WEALTH ADVISORS, LLC is the largest institutional owner in FDIS which holds 12.25 thousand shares worth $1.26M or 0.07% of the total FDIS shares outstanding followed by INVESTORS RESEARCH CORP with ownership of 13.22 thousand shares representing 0.08% of the FDIS ownership. J.W. COLE ADVISORS, INC. is the third largest stakeholder with 13.78 thousand shares or 0.08% of the ownership worth more than $1.42M.

Is Fidelity MSCI Consumer Discretionary Index 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 FDIS is concerned, it is a stock which is optionable.

Is there a short position on FDIS's shares?

Number of FDIS 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 FDIS shares are there?

As of today, null shares of FDIS are outstanding.

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

FDIS 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 FDIS is null.

Fidelity MSCI Consumer Discretionary Index ETF (FDIS) 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. EP WEALTH ADVISORS, LLC is the top corporate investor, holding 12.25K shares valued at $1.26M. A 0.07% stake in Fidelity MSCI Consumer Discretionary Index ETF is owned by the company. INVESTORS RESEARCH CORP owns 13.22K shares valued at $1.36M, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.07%	12.25K	1.26M	-3.82K	-23.79%
Jun 30, 2026	INVESTORS RESEARCH CORP	0.08%	13.22K	1.36M	-221	-1.64%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.08%	13.78K	1.42M	13.78K	+100.00%
Jun 30, 2026	SOUTHERN CAPITAL ADVISORS, LLC	0.08%	14.45K	1.49M	805	+5.90%
Jun 30, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.08%	14.47K	1.49M	716	+5.20%
Jun 30, 2026	AMERICAN NATIONAL BANK	0.09%	15.64K	1.61M	1.31K	+9.16%
Jun 30, 2026	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.09%	15.93K	1.64M	-152	-0.95%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	15.97K	1.64M	1.32K	+9.02%
Jun 30, 2026	PATHWAY FINANCIAL ADVISERS, LLC	0.09%	16.34K	1.68M	137	+0.85%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.09%	16.61K	1.71M	16.61K	+100.00%
Jun 30, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.1%	17.64K	1.81M	3.95K	+28.84%
Jun 30, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.11%	18.6K	1.91M	5.98K	+47.35%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.12%	20.37K	2.09M	-129	-0.63%
Jun 30, 2026	RICHMOND BROTHERS, INC.	0.16%	26.43K	2.72M	26.43K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	33.87K	3.48M	9.4K	+38.41%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	37.25K	3.83M	-1.3K	-3.36%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	37.52K	3.86M	-37.76K	-50.16%
Jun 30, 2026	GRIMES & COMPANY, INC.	0.23%	38.87K	4M	-2.07K	-5.06%
Jun 30, 2026	MARINER, LLC	0.24%	40K	4.11M	-208	-0.52%
Jun 30, 2026	PENOBSCOT WEALTH MANAGEMENT	0.25%	41.18K	4.23M	983	+2.45%
Jun 30, 2026	FISCHER FINANCIAL SERVICES, INC.	0.86%	144.38K	14.85M	3.22K	+2.28%
Jun 30, 2026	ASSETMARK, INC	1.29%	215.66K	22.18M	29.45K	+15.81%
Jun 30, 2026	MORGAN STANLEY	1.41%	235.99K	24.27M	-11.98K	-4.83%
Jun 30, 2026	AGF MANAGEMENT LTD	1.83%	305.89K	31.46M	5.18K	+1.72%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	7.36%	1.23M	126.57M	127.75K	+11.58%
Jun 30, 2026	LIDO ADVISORS, LLC	8.59%	1.44M	147.68M	-67.75K	-4.51%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	3.58%	597.55K	61.45M	597.55K	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.58%	597.55K	61.45M	-710.96K	-54.33%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	21.55K	2.22M	-127	-0.59%
Jun 30, 2026	ROYAL BANK OF CANADA	0.13%	21.83K	2.25M	-11.6K	-34.71%
Jun 30, 2026		0.11%	19.32K	1.99M	321	+1.69%
Jun 30, 2026	LIFEWORKS ADVISORS, LLC	0.15%	25.21K	2.59M	943	+3.89%
Jun 30, 2026	UBS GROUP AG	0.14%	23.32K	2.4M	-3.12K	-11.79%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	124.33K	12.79M	-2.57K	-2.03%
Jun 30, 2026	SFI ADVISORS, LLC	0.19%	31.45K	3.23M	-634	-1.98%
Jun 30, 2026	SMITH, SALLEY & ASSOCIATES	0.16%	26K	2.67M	1.49K	+6.07%
Jun 30, 2026	MAXELE ADVISORS, LLC	0.14%	23.63K	2.43M	23.63K	+100.00%
Jun 30, 2026	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.74%	123.46K	12.7M	55.32K	+81.19%
Jun 30, 2026	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.21%	34.62K	3.56M	16.83K	+94.60%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.24%	40.31K	4.15M	18.32K	+83.34%
Jun 30, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.2%	33.47K	3.44M	33.47K	+100.00%
Jun 30, 2026	CX INSTITUTIONAL	0.26%	43.98K	4.52M	3.45K	+8.52%
Jun 30, 2026	JACOBS EQUITY LLC	0.12%	19.32K	1.99M	321	+1.69%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.28%	46.74K	4.81M	6.19K	+15.28%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.29%	47.74K	4.91M	468	+0.99%
Jun 30, 2026	KCM INVESTMENT ADVISORS LLC	0.3%	50.67K	5.21M	0	0
Jun 30, 2026	KEYSTONE GLOBAL PARTNERS, LLC	0.4%	66.57K	6.85M	7.47K	+12.64%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.5%	83.26K	8.56M	-3.29K	-3.80%
Jun 30, 2026	CITIGROUP INC	0.5%	84.17K	8.66M	32.84K	+63.97%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.1%	17.84K	1.8M	2.5K	+16.28%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	17.89K	1.84M	-250	-1.38%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	52.35K	5.38M	7.25K	+16.07%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.35%	57.7K	5.93M	1.14K	+2.01%
Jun 30, 2026	LYNCH & ASSOCIATES/IN	0.13%	21.4K	2.2M	1.46K	+7.34%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	23K	2.37M	48	+0.21%
Jun 30, 2026	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.2%	32.59K	3.35M	565	+1.76%
Jun 30, 2026	MALTIN WEALTH MANAGEMENT, INC.	0.2%	33.39K	3.43M	-386	-1.14%
Jun 30, 2026	LPL FINANCIAL LLC	0.76%	126.43K	13M	5.52K	+4.56%
Jun 30, 2026	FMR LLC	0.35%	58.37K	6M	2.23K	+3.97%
Jun 30, 2026	FISHER ASSET MANAGEMENT, LLC	0.39%	64.38K	6.62M	-2.58K	-3.85%
Jun 30, 2026	YODER WEALTH MANAGEMENT, INC.	0.4%	66.54K	6.84M	7.02K	+11.79%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.49%	81.71K	8.4M	68.18K	+503.55%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.53%	88.6K	9.14M	46.68K	+111.35%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.73%	122.6K	12.61M	-76.21K	-38.33%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	41.92K	3.92M	-37.12K	-46.96%
Mar 31, 2026	FMR LLC	0.34%	56.14K	5.24M	2.81K	+5.28%
Mar 31, 2026	LPL FINANCIAL LLC	0.72%	120.91K	11.28M	-12.53K	-9.39%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	126.9K	11.83M	-29.39K	-18.80%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.4%	66.96K	6.24M	-463	-0.69%
Mar 31, 2026	FISCHER FINANCIAL SERVICES, INC.	0.85%	141.17K	13.17M	4.02K	+2.93%
Mar 31, 2026	ASSETMARK, INC	1.12%	186.21K	17.37M	-25.88K	-12.20%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.19%	198.81K	18.54M	-653.62K	-76.68%
Mar 31, 2026	MORGAN STANLEY	1.49%	247.97K	23.13M	43.96K	+21.55%
Mar 31, 2026	AGF MANAGEMENT LTD	1.8%	300.71K	28.04M	-1.95K	-0.64%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	6.61%	1.1M	102.87M	136.41K	+14.11%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	7.85%	1.31M	122.03M	62.98K	+5.06%
Mar 31, 2026	LIDO ADVISORS, LLC	9.02%	1.5M	140.24M	19.66K	+1.32%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.11%	18.03K	1.68M	-53.13K	-74.67%
Mar 31, 2026		0.11%	19K	1.97M	5.54K	+41.10%
Mar 31, 2026	LYNCH & ASSOCIATES/IN	0.12%	19.93K	1.86M	638	+3.31%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.12%	20.5K	1.91M	344	+1.71%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.28%	47.27K	4.41M	-9.37K	-16.54%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.3%	49.67K	4.63M	49.67K	+100.00%
Mar 31, 2026	KCM INVESTMENT ADVISORS LLC	0.3%	50.67K	4.73M	42	+0.08%
Mar 31, 2026	CITIGROUP INC	0.31%	51.33K	4.79M	15.86K	+44.69%
Mar 31, 2026	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.41%	68.14K	6.35M	6.3K	+10.18%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.11%	18.14K	1.69M	-4.49K	-19.85%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.11%	18.51K	1.73M	-1.42K	-7.14%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	21.68K	2.02M	-27.43K	-55.85%
Mar 31, 2026	LIFEWORKS ADVISORS, LLC	0.15%	24.27K	2.26M	4.21K	+20.99%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.13%	21.98K	2.05M	-10.24K	-31.78%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	22.95K	2.14M	-3.03K	-11.64%
Mar 31, 2026	SOUTHERN CAPITAL ADVISORS, LLC	0.08%	13.64K	1.27M	-3.65K	-21.10%
Mar 31, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.08%	13.69K	1.28M	-5.63K	-29.14%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.08%	13.76K	1.28M	328	+2.44%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.08%	13.84K	1.29M	-642	-4.43%
Mar 31, 2026	AMERICAN NATIONAL BANK	0.08%	14.33K	1.34M	734	+5.40%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	14.65K	1.37M	-124	-0.84%
Mar 31, 2026	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.1%	16.08K	1.5M	-11	-0.07%
Mar 31, 2026	PATHWAY FINANCIAL ADVISERS, LLC	0.1%	16.21K	1.51M	-346	-2.09%
Mar 31, 2026	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.11%	17.79K	1.66M	11.68K	+190.89%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.15%	24.47K	2.28M	-96.25K	-79.73%
Mar 31, 2026	SMITH, SALLEY & ASSOCIATES	0.15%	24.51K	2.29M	311	+1.29%
Mar 31, 2026	UBS GROUP AG	0.16%	26.44K	2.47M	3.75K	+16.53%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.17%	27.78K	2.59M	27.5K	+9,683.10%
Mar 31, 2026	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.19%	32.03K	2.99M	550	+1.75%
Mar 31, 2026	SFI ADVISORS, LLC	0.19%	32.08K	2.99M	-15.87K	-33.09%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	45.1K	4.21M	2.78K	+6.57%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.28%	46.7K	4.36M	-11.2K	-19.34%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	40.55K	3.78M	-14.64K	-26.53%
Mar 31, 2026	GRIMES & COMPANY, INC.	0.25%	40.95K	3.82M	-1.94K	-4.52%
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0.42%	70.39K	2.54M	70.39K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.2%	33.43K	3.12M	10.59K	+46.34%
Mar 31, 2026	MALTIN WEALTH MANAGEMENT, INC.	0.2%	33.77K	3.15M	-1.17K	-3.36%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	38.54K	3.59M	5.7K	+17.34%
Mar 31, 2026	PENOBSCOT WEALTH MANAGEMENT	0.24%	40.19K	3.75M	5.71K	+16.54%
Mar 31, 2026	MARINER, LLC	0.24%	40.21K	3.75M	2.07K	+5.44%
Mar 31, 2026	CX INSTITUTIONAL	0.24%	40.53K	3.78M	6.46K	+18.96%
Mar 31, 2026	KEYSTONE GLOBAL PARTNERS, LLC	0.35%	59.09K	5.51M	1.83K	+3.19%
Mar 31, 2026	YODER WEALTH MANAGEMENT, INC.	0.36%	59.52K	5.55M	7.64K	+14.72%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.45%	75.28K	7.02M	18.48K	+32.54%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.1%	16.07K	1.5M	-249	-1.53%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.52%	86.54K	8.07M	4.35K	+5.29%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	37.83K	3.53M	15.72K	+71.07%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.34%	56.57K	5.28M	-4.1K	-6.75%
Dec 31, 2025	ASSETMARK, INC	1.11%	212.09K	21.67M	64.01K	+43.23%
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.11%	20.06K	2.05M	-3.61K	-15.24%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	20.16K	2.06M	-134	-0.66%
Dec 31, 2025	MACH-1 FINANCIAL GROUP, LLC	0.12%	21.59K	2.21M	21.59K	+100.00%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	22.63K	2.31M	-389	-1.69%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	22.11K	2.26M	22.11K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.12%	22.85K	2.33M	1.22K	+5.66%
Dec 31, 2025		0.13%	23.9K	2.44M	-614	-2.50%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.13%	24.52K	2.51M	24.52K	+100.00%
Dec 31, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.17%	31.48K	3.22M	1.93K	+6.52%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	32.85K	3.36M	2.61K	+8.64%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.17%	32.22K	3.29M	6.59K	+25.71%
Dec 31, 2025	CX INSTITUTIONAL	0.18%	34.07K	3.48M	1.79K	+5.55%
Dec 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.18%	34.95K	3.57M	518	+1.50%
Dec 31, 2025	PENOBSCOT WEALTH MANAGEMENT	0.19%	34.49K	3.52M	1.16K	+3.46%
Dec 31, 2025	CITIGROUP INC	0.19%	35.48K	3.62M	9.49K	+36.50%
Dec 31, 2025	MARINER, LLC	0.21%	38.13K	3.9M	-13.67K	-26.38%
Dec 31, 2025	GRIMES & COMPANY, INC.	0.23%	42.88K	4.38M	-4.81K	-10.08%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	42.32K	4.32M	418	+1.00%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	49.1K	5.04M	528	+1.09%
Dec 31, 2025	SFI ADVISORS, LLC	0.26%	47.95K	4.9M	-1.21K	-2.45%
Dec 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.27%	51.88K	5.3M	7.17K	+16.05%
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.27%	50.63K	5.17M	0	0
Dec 31, 2025	FMR LLC	0.29%	53.32K	5.45M	5.52K	+11.54%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	55.19K	5.64M	3.23K	+6.21%
Dec 31, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.3%	57.27K	5.85M	10.92K	+23.56%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.31%	56.64K	5.79M	56.64K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	56.8K	5.8M	-33.53K	-37.12%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.31%	57.9K	5.92M	33.3K	+135.37%
Dec 31, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.32%	61.84K	6.32M	2.34K	+3.94%
Dec 31, 2025	LPL FINANCIAL LLC	0.73%	133.44K	13.63M	-2.5K	-1.84%
Dec 31, 2025	BELLWETHER ADVISORS, LLC	1.1%	199.92K	20.42M	199.92K	+100.00%
Dec 31, 2025	AGF MANAGEMENT LTD	1.64%	302.66K	30.92M	586	+0.19%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	17.28K	764.98K	-1.33K	-7.13%
Dec 31, 2025	LYNCH & ASSOCIATES/IN	0.1%	19.29K	1.97M	211	+1.11%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	156.29K	15.97M	27.68K	+21.52%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.62%	852.42K	87.08M	-76.07K	-8.19%
Dec 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	2.54%	484.04K	49.45M	-8.13K	-1.65%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	5.23%	966.61K	98.75M	203.95K	+26.74%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	6.84%	1.25M	127.24M	25K	+2.05%
Dec 31, 2025	LIDO ADVISORS, LLC	8.15%	1.48M	152.64M	1.69K	+0.11%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.33%	60.67K	6.2M	-975	-1.58%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.37%	67.42K	6.89M	-1.19K	-1.73%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	71.15K	7.27M	-11.02K	-13.41%
Dec 31, 2025	UBS GROUP AG	0.12%	22.69K	2.32M	485	+2.18%
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.1%	19.93K	2.04M	4.48K	+28.98%
Dec 31, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.11%	19.32K	1.97M	11.09K	+134.79%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	120.72K	12.33M	5.2K	+4.50%
Dec 31, 2025	FISCHER FINANCIAL SERVICES, INC.	0.72%	137.14K	14.01M	-2.98K	-2.13%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	14.48K	1.48M	2.75K	+23.43%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.08%	15.12K	1.54M	2	+0.01%
Dec 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.09%	16.55K	1.69M	-13	-0.08%
Dec 31, 2025	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.09%	16.09K	1.64M	-167	-1.03%
Dec 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.09%	17.29K	1.77M	29	+0.17%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.09%	16.74K	1.71M	-1.13K	-6.31%
Dec 31, 2025	SMITH, SALLEY & ASSOCIATES	0.13%	24.2K	2.47M	48	+0.20%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	25.98K	2.65M	-149	-0.57%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	79.04K	8.1M	-31.1K	-28.24%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.45%	82.19K	8.4M	3.02K	+3.81%
Dec 31, 2025	MORGAN STANLEY	1.1%	204.01K	20.84M	22.13K	+12.17%
Dec 31, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.07%	13.55K	1.38M	22	+0.16%
Dec 31, 2025	AMERICAN NATIONAL BANK	0.07%	13.6K	1.39M	3.53K	+35.03%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.07%	12.58K	1.29M	-5.79K	-31.50%
Sep 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.23%	44.71K	4.6M	2.52K	+5.98%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	6.34%	1.22M	125.56M	9.02K	+0.74%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.08%	15.11K	1.55M	-3.88K	-20.44%
Sep 30, 2025	MARSHALL WACE, LLP	0.07%	13.93K	1.43M	13.93K	+100.00%
Sep 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.07%	13.53K	1.39M	-10	-0.07%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.07%	12.66K	1.3M	757	+6.36%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	11.96K	1.23M	1.77K	+17.32%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	11.73K	1.21M	536	+4.79%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.05%	10.16K	1.05M	1.16K	+12.91%
Sep 30, 2025	AMERICAN NATIONAL BANK	0.05%	10.07K	1.04M	3.01K	+42.73%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.05%	8.73K	897.71K	0	0
Sep 30, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.24%	46.35K	4.77M	-6.17K	-11.75%
Sep 30, 2025	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.08%	16.26K	1.67M	-77	-0.47%
Sep 30, 2025	LIDO ADVISORS, LLC	7.7%	1.48M	152.5M	122.73K	+9.03%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.82%	928.5K	95.51M	4.72K	+0.51%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	3.96%	762.66K	78.46M	82.74K	+12.17%
Sep 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	2.56%	492.17K	50.59M	-14.03K	-2.77%
Sep 30, 2025	AGF MANAGEMENT LTD	1.57%	302.07K	31.07M	27.95K	+10.19%
Sep 30, 2025	MORGAN STANLEY	0.94%	181.88K	18.71M	-199	-0.11%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	30.23K	3.11M	-2.21K	-6.80%
Sep 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.15%	29.55K	3.04M	15.34K	+107.97%
Sep 30, 2025	LYNCH & ASSOCIATES/IN	0.1%	19.08K	1.96M	821	+4.50%
Sep 30, 2025	ASSETMARK, INC	0.77%	148.08K	15.23M	83K	+127.53%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	128.61K	13.23M	9.02K	+7.54%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	115.52K	11.88M	-34.25K	-22.87%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	110.14K	11.34M	8.53K	+8.40%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.47%	90.33K	9.29M	48.71K	+117.04%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.43%	82.17K	8.45M	-1.78K	-2.12%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	79.18K	8.14M	-1.44K	-1.79%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.36%	68.61K	7.06M	-2.04K	-2.88%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	51.96K	5.34M	-386	-0.74%
Sep 30, 2025	MARINER, LLC	0.27%	51.8K	5.33M	-2.04K	-3.79%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.26%	50.63K	5.21M	0	0
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	48.58K	5M	25.55K	+110.96%
Sep 30, 2025	SMITH, SALLEY & ASSOCIATES	0.13%	24.15K	2.48M	-121	-0.50%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.12%	23.66K	2.43M	-1.17K	-4.70%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	23.02K	2.37M	-102	-0.44%
Sep 30, 2025	GRIMES & COMPANY, INC.	0.25%	47.69K	4.91M	44.73K	+1,511.59%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	41.9K	4.31M	3.73K	+9.77%
Sep 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.18%	34.43K	3.54M	287	+0.84%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.32%	61.64K	6.34M	1.1K	+1.81%
Sep 30, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.31%	59.5K	6.12M	903	+1.54%
Sep 30, 2025	CX INSTITUTIONAL	0.17%	32.28K	3.32M	-2.31K	-6.68%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	26.13K	2.69M	-1.91K	-6.83%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	25.63K	2.64M	1.32K	+5.44%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.13%	24.6K	2.53M	24.6K	+100.00%
Sep 30, 2025		0.13%	24.52K	2.52M	-633	-2.52%
Sep 30, 2025	UBS GROUP AG	0.12%	22.2K	2.28M	954	+4.49%
Sep 30, 2025	ROYAL BANK OF CANADA	0.11%	21.62K	2.22M	-2.62K	-10.79%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	20.29K	2.09M	119	+0.59%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.09%	17.87K	1.84M	881	+5.19%
Sep 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.09%	17.26K	1.78M	27	+0.16%
Sep 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.09%	16.57K	1.7M	226	+1.38%
Sep 30, 2025	FMR LLC	0.25%	47.81K	4.92M	3.27K	+7.33%
Sep 30, 2025	PENOBSCOT WEALTH MANAGEMENT	0.17%	33.33K	3.43M	917	+2.83%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.1%	18.61K	1.91M	-616	-3.20%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.1%	19.35K	1.64M	7.73K	+66.53%
Sep 30, 2025	SFI ADVISORS, LLC	0.26%	49.15K	5.06M	-876	-1.75%
Sep 30, 2025	CITIGROUP INC	0.14%	25.99K	2.67M	-2.86K	-9.90%
Sep 30, 2025	SIGMA PLANNING CORP	0.08%	16.23K	1.67M	-7.8K	-32.45%
Sep 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.08%	15.45K	1.59M	3.37K	+27.93%
Sep 30, 2025	FISCHER FINANCIAL SERVICES, INC.	0.73%	140.12K	14.41M	-1.12K	-0.79%
Sep 30, 2025	LPL FINANCIAL LLC	0.71%	135.94K	13.98M	21.96K	+19.27%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.1%	19K	1.79M	19K	+100.00%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.28%	50.63K	4.76M	-45	-0.09%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	52.34K	4.92M	-5.85K	-10.05%
Jun 30, 2025	MARINER, LLC	0.29%	53.84K	5.06M	2.7K	+5.28%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.33%	60.55K	5.7M	-2.67K	-4.22%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.39%	71.3K	6.71M	29.28K	+69.68%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	80.62K	7.58M	6.78K	+9.19%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	83.95K	7.9M	43.78K	+108.96%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.39%	70.64K	6.65M	135	+0.19%
Jun 30, 2025	FISCHER FINANCIAL SERVICES, INC.	0.77%	141.24K	13.29M	712	+0.51%
Jun 30, 2025	LPL FINANCIAL LLC	0.62%	113.98K	10.72M	51	+0.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	119.59K	11.25M	3.82K	+3.30%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.82%	149.78K	14.09M	-77.84K	-34.20%
Jun 30, 2025	PFG ADVISORS	3.63%	665.71K	47.09M	662.71K	+22,112.45%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	3.71%	679.91K	63.96M	29.35K	+4.51%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	6.6%	1.21M	113.97M	-34.51K	-2.77%
Jun 30, 2025	MORGAN STANLEY	0.99%	182.08K	17.13B	23.4K	+14.74%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.03%	923.78K	86.9M	-659.33K	-41.65%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.11%	20.23K	1.9M	-1.12K	-5.24%
Jun 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.23%	42.19K	3.97M	828	+2.00%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.15%	28.36K	2.67M	-721	-2.48%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	23.12K	2.17M	2.37K	+11.40%
Jun 30, 2025	SIGMA PLANNING CORP	0.13%	24.02K	2.26M	580	+2.47%
Jun 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.15%	27.96K	2.63M	-6.21K	-18.17%
Jun 30, 2025	CITIGROUP INC	0.16%	28.85K	2.71M	10.98K	+61.45%
Jun 30, 2025	JANE STREET GROUP, LLC	0.16%	29.21K	2.75M	1.39K	+5.00%
Jun 30, 2025	PENOBSCOT WEALTH MANAGEMENT	0.18%	32.42K	3.05M	2.73K	+9.20%
Jun 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.19%	34.14K	3.21M	959	+2.89%
Jun 30, 2025	CX INSTITUTIONAL	0.19%	34.59K	3.25M	7.03K	+25.53%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	38.18K	3.59M	36.44K	+2,104.16%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.3%	55.35K	5.21M	-7.69K	-12.20%
Jun 30, 2025	ASSETMARK, INC	0.35%	65.08K	6.12M	9.29K	+16.65%
Jun 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	2.76%	506.2K	47.62M	-430.38K	-45.95%
Jun 30, 2025	LIDO ADVISORS, LLC	7.41%	1.36M	127.9M	-133.91K	-8.97%
Jun 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.07%	12.08K	1.02M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	12.38K	1.16M	1.02K	+8.97%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	12.65K	1.21M	-12.43K	-49.56%
Jun 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.07%	13.54K	1.27M	-225	-1.63%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	13.95K	1.31M	377	+2.78%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.08%	14.15K	1.33M	-17.04K	-54.64%
Jun 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.08%	14.21K	1.34M	3.61K	+34.05%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	15.2K	1.43M	-1.57K	-9.38%
Jun 30, 2025	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.09%	16.33K	1.54M	-170	-1.03%
Jun 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.09%	16.34K	1.54M	204	+1.26%
Jun 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.09%	17.24K	1.62M	1.54K	+9.79%
Jun 30, 2025	LYNCH & ASSOCIATES/IN	0.1%	18.26K	1.72M	81	+0.45%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.1%	18.37K	1.73M	1.13K	+6.57%
Jun 30, 2025	SFI ADVISORS, LLC	0.27%	50.03K	4.71M	-2.57K	-4.88%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.1%	19.23K	1.81M	11.33K	+143.35%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	20.17K	1.9M	2.52K	+14.30%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	30.45K	1.97M	14.31K	+88.65%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.58%	106.92K	10.06M	2.28K	+2.17%
Jun 30, 2025	AGF MANAGEMENT LTD	1.49%	274.13K	25.79M	4.05K	+1.50%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	25.9K	2.44M	-5.11K	-16.49%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	32.44K	3.05M	-3.06K	-8.62%
Jun 30, 2025	LIFEWORKS ADVISORS, LLC	0.14%	24.83K	2.34M	-1.12K	-4.32%
Jun 30, 2025	UBS GROUP AG	0.12%	21.25K	2M	-4.53K	-17.57%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	23.03K	2.17M	-5.55K	-19.43%
Jun 30, 2025	ROYAL BANK OF CANADA	0.13%	24.24K	2.28M	-101.75K	-80.76%
Jun 30, 2025	SMITH, SALLEY & ASSOCIATES	0.13%	24.27K	2.28M	105	+0.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	24.31K	2.29M	-3.21K	-11.66%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	28.04K	2.64M	-1.02K	-3.52%
Jun 30, 2025		0.22%	40.46K	3.81M	9.96K	+32.67%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	41.62K	3.92M	-23.36K	-35.95%
Jun 30, 2025	FMR LLC	0.24%	44.54K	4.19M	6.18K	+16.11%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	101.61K	9.5M	33.03K	+48.17%
Jun 30, 2025	GUERRA ADVISORS INC	0.22%	40.46K	3.81M	9.96K	+32.67%
Jun 30, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.29%	52.52K	4.94M	-1.28K	-2.38%
Jun 30, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.32%	58.59K	5.51M	58.59K	+100.00%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.17%	31.19K	2.64M	-69.44K	-69.00%
Mar 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.19%	34.16K	2.89M	30.04K	+728.42%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	31.01K	2.62M	4.57K	+17.30%
Mar 31, 2025	UBS GROUP AG	0.14%	25.78K	2.18M	3.23K	+14.33%
Mar 31, 2025	LPL FINANCIAL LLC	0.62%	113.93K	9.63M	5.95K	+5.51%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.27%	50K	4.23M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	8.66%	1.58M	133.79M	-107.21K	-6.34%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0.28%	50.68K	4.28M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.69%	125.98K	10.65M	79.1K	+168.73%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.25%	227.61K	19.24M	-6.01K	-2.57%
Mar 31, 2025	AGF MANAGEMENT LTD	1.48%	270.08K	22.82M	-150.83K	-35.84%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	27.52K	2.33M	395	+1.46%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.16%	29.08K	2.46M	-570	-1.92%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	3.56%	650.57K	54.98M	68.07K	+11.69%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.34%	63.04K	5.33M	-12.24K	-16.26%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	64.98K	5.49M	-13.36K	-17.06%
Mar 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.18%	33.18K	2.8M	1.99K	+6.38%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	68.58K	5.81M	-42.41K	-38.21%
Mar 31, 2025	MORGAN STANLEY	0.87%	158.69K	13.41M	-12.43K	-7.27%
Mar 31, 2025	CITADEL ADVISORS LLC	0.47%	86.11K	7.28M	75.3K	+696.02%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.35%	63.21K	5.34M	-2.23K	-3.40%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.23%	42.02K	3.55M	22.17K	+111.70%
Mar 31, 2025	LIFEWORKS ADVISORS, LLC	0.14%	25.95K	2.19M	1.3K	+5.25%
Mar 31, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.33%	60.6K	5.12M	3.8K	+6.69%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	115.77K	9.78M	7.99K	+7.41%
Mar 31, 2025		0.17%	30.5K	2.58M	-71.25K	-70.03%
Mar 31, 2025	PENOBSCOT WEALTH MANAGEMENT	0.16%	29.69K	2.51M	-6.02K	-16.87%
Mar 31, 2025	SMITH, SALLEY & ASSOCIATES	0.13%	24.17K	2.04M	388	+1.63%
Mar 31, 2025	CX INSTITUTIONAL	0.15%	27.55K	2.33M	7.65K	+38.45%
Mar 31, 2025	JANE STREET GROUP, LLC	0.15%	27.82K	2.35M	27.82K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.4%	73.83K	6.24M	18.02K	+32.30%
Mar 31, 2025	FMR LLC	0.21%	38.36K	3.24M	120	+0.31%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.26%	47.55K	4.02M	1.53K	+3.33%
Mar 31, 2025	MARINER, LLC	0.28%	51.14K	4.32M	-2.6K	-4.84%
Mar 31, 2025	SFI ADVISORS, LLC	0.29%	52.6K	4.44M	-966	-1.80%
Mar 31, 2025	ASSETMARK, INC	0.31%	55.79K	4.71M	10.78K	+23.96%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	58.19K	4.92M	1.43K	+2.52%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.57%	104.64K	8.84M	-168.9K	-61.75%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.39%	70.51K	5.96M	-31.01K	-30.55%
Mar 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.23%	41.36K	3.5M	1.53K	+3.83%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	40.18K	3.4M	-2.96K	-6.86%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	35.5K	3M	-931	-2.56%
Mar 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	5.12%	936.58K	79.15M	-42.16K	-4.31%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	6.82%	1.25M	105.3M	-21.86K	-1.72%
Mar 31, 2025	LIDO ADVISORS, LLC	8.17%	1.49M	126.22M	110.22K	+7.97%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	28.58K	2.42M	-45.18K	-61.25%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	29.06K	2.46M	-641	-2.16%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.14%	25.08K	2.12M	11.46K	+84.07%
Mar 31, 2024	CX INSTITUTIONAL	0.13%	23.1K	1.9M	466	+2.06%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.11%	19.88K	1.64M	614	+3.19%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	19.41K	1.6M	709	+3.79%
Mar 31, 2024	MALTIN WEALTH MANAGEMENT, INC.	0.17%	29.81K	2.46M	997	+3.46%
Mar 31, 2024	FMR LLC	0.18%	29.86K	2.46M	3.6K	+13.73%
Mar 31, 2024	YODER WEALTH MANAGEMENT, INC.	0.2%	34.74K	2.87M	-221	-0.63%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.27%	47.68K	3.93M	6.44K	+15.62%
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.29%	50.68K	4.18M	270	+0.54%
Mar 31, 2024	BEAUMONT CAPITAL MANAGEMENT, LLC	0.29%	51.32K	4.23M	-5.58K	-9.81%
Mar 31, 2024	SFI ADVISORS, LLC	0.32%	55.36K	4.57M	4.13K	+8.07%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	55.15K	4.55M	19.91K	+56.52%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.62%	105.86K	8.74M	16.24K	+18.12%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.65%	111.38K	9.19M	-13.55K	-10.84%
Mar 31, 2024	JPMORGAN CHASE & CO	0.71%	121.08K	9.99M	75.16K	+163.67%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	7.36%	1.26M	103.55M	5.61K	+0.45%
Mar 31, 2024	MORGAN STANLEY	0.82%	139.56K	11.51M	13.8K	+10.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.96%	163.52K	13.49M	7.58K	+4.86%
Mar 31, 2024	AGF MANAGEMENT LTD	0.98%	172.69K	14.24M	79.4K	+85.12%
Mar 31, 2024	VICUS CAPITAL	1.01%	177.28K	14.62M	4.18K	+2.41%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.02%	178.6K	14.73M	178.6K	+100.00%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	1.17%	205.92K	16.98M	-20.26K	-8.96%
Mar 31, 2024	LIDO ADVISORS, LLC	7%	1.23M	101.44M	-4.56K	-0.37%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	20.65K	1.7M	705	+3.54%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.12%	21.72K	1.79M	-1.66K	-7.11%
Mar 31, 2024	EXCHANGE CAPITAL MANAGEMENT, INC.	0.18%	32.2K	2.66M	-678	-2.06%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.24%	42.35K	3.49M	4.87K	+13.00%
Mar 31, 2024	DESTINY WEALTH PARTNERS, LLC	0.6%	105.99K	8.74M	-8.32K	-7.28%
Mar 31, 2024	MONUMENTAL FINANCIAL GROUP INC.	1.05%	183.66K	15.15M	16.44K	+9.83%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	22.7K	1.87M	2.7K	+13.52%
Mar 31, 2024	SMITH, SALLEY & ASSOCIATES	0.14%	24.25K	2M	1K	+4.31%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.14%	23.66K	1.95M	5.42K	+29.70%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.14%	24.73K	2.04M	24.73K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.15%	24.78K	2.04M	24.78K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	25.52K	2.11M	-6.15K	-19.42%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.15%	26.21K	2.16M	1.16K	+4.63%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.16%	27.49K	2.27M	-7.01K	-20.32%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	28.09K	2.32M	24.02K	+590.29%
Mar 31, 2024	PENOBSCOT WEALTH MANAGEMENT	0.17%	29.35K	2.42M	5.44K	+22.74%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	34.76K	2.87M	-9.75K	-21.90%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.21%	37.46K	3.09M	4.35K	+13.15%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.26%	45.92K	3.79M	1.81K	+4.11%
Mar 31, 2024	MARINER, LLC	0.32%	56.89K	4.69M	5.26K	+10.19%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.33%	57.13K	4.71M	2.99K	+5.53%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.33%	56.91K	4.69M	-309	-0.54%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	66.48K	5.48M	17.16K	+34.78%
Mar 31, 2024	LPL FINANCIAL LLC	0.42%	71.19K	5.87M	-17.93K	-20.12%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0.48%	84.57K	6.98M	10.76K	+14.58%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.49%	83.35K	6.83M	-7.17K	-7.92%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.56%	98.93K	8.16M	-8.13K	-7.60%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.59%	103.63K	8.56M	92.1K	+798.99%
Mar 31, 2024	SIGMA PLANNING CORP	0.07%	12.73K	1.05M	3.64K	+40.05%
Mar 31, 2024	SOUTHERN CAPITAL ADVISORS, LLC	0.08%	12.9K	1.06M	1.47K	+12.87%
Mar 31, 2024	THRIVE CAPITAL MANAGEMENT, LLC	0.09%	14.85K	1.15M	14.85K	+100.00%
Mar 31, 2024	HBW ADVISORY SERVICES LLC	0.09%	15.43K	1.22M	0	0
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.09%	15.63K	1.24M	1.18K	+8.18%
Mar 31, 2024	ELLIS INVESTMENT PARTNERS, LLC	0.09%	15.82K	1.3M	-34	-0.21%
Mar 31, 2024	LIFEWORKS ADVISORS, LLC	0.1%	16.45K	1.36M	2.79K	+20.40%
Mar 31, 2024	LYNCH & ASSOCIATES/IN	0.1%	16.94K	1.4M	1.3K	+8.31%
Mar 31, 2024	UBS GROUP AG	0.11%	18.59K	1.53M	-1.58K	-7.83%
Dec 31, 2023	ATLAS CAPITAL ADVISORS LLC	0.43%	73.81K	5.83M	-15.3K	-17.17%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.34%	57.21K	4.52M	1.55K	+2.78%
Dec 31, 2023	BEAUMONT CAPITAL MANAGEMENT, LLC	0.33%	56.91K	4.49M	-103.16K	-64.45%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.32%	54.14K	4.27M	5.8K	+12.00%
Dec 31, 2023	MARINER, LLC	0.3%	51.63K	4.08M	-216	-0.42%
Dec 31, 2023	SFI ADVISORS, LLC	0.3%	51.22K	4.04M	-1.84K	-3.47%
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	0.3%	50.41K	3.98M	-243	-0.48%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	49.32K	3.89M	44.52K	+925.87%
Dec 31, 2023	JPMORGAN CHASE & CO	0.27%	45.92K	3.62M	3.18K	+7.44%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	44.5K	3.51M	-12.78K	-22.31%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.26%	44.11K	3.48M	-2.5K	-5.36%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.24%	41.24K	3.26M	1.1K	+2.73%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.24%	40.52K	3.2M	-10.1K	-19.95%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.22%	37.48K	2.96M	12.89K	+52.45%
Dec 31, 2023	YODER WEALTH MANAGEMENT, INC.	0.2%	34.96K	2.76M	-347	-0.98%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.2%	34.5K	2.72M	-19.8K	-36.46%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.19%	33.11K	2.61M	21.71K	+190.48%
Dec 31, 2023	EXCHANGE CAPITAL MANAGEMENT, INC.	0.19%	32.88K	2.6M	-392	-1.18%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	31.67K	2.5M	-1.01K	-3.10%
Dec 31, 2023	MALTIN WEALTH MANAGEMENT, INC.	0.17%	28.81K	2.27M	-282	-0.97%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.16%	27.42K	2.12M	27.42K	+100.00%
Dec 31, 2023	FMR LLC	0.15%	26.26K	2.07M	2.97K	+12.73%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.15%	25.05K	1.98M	-6.34K	-20.21%
Dec 31, 2023	CHEVY CHASE TRUST HOLDINGS, LLC	0.15%	24.86K	1.96M	24.86K	+100.00%
Dec 31, 2023	PENOBSCOT WEALTH MANAGEMENT	0.14%	23.91K	1.89M	-277	-1.15%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.14%	23.38K	1.85M	56	+0.24%
Dec 31, 2023	SMITH, SALLEY & ASSOCIATES	0.14%	23.25K	1.84M	22	+0.09%
Dec 31, 2023	CX INSTITUTIONAL	0.13%	22.63K	1.79M	22.63K	+100.00%
Dec 31, 2023	MARSHALL WACE, LLP	0.13%	21.37K	1.69M	16.83K	+370.44%
Dec 31, 2023	UBS GROUP AG	0.12%	20.17K	1.59M	2.78K	+15.97%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	20K	1.58M	419	+2.14%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	19.94K	1.57M	-174	-0.87%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.11%	19.26K	1.52M	1.15K	+6.37%
Dec 31, 2023	VICUS CAPITAL	1.01%	173.11K	13.66M	173.11K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	1.33%	226.18K	17.31M	75.47K	+50.08%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.11%	18.7K	1.48M	-1.29K	-6.45%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.11%	18.25K	1.44M	1.91K	+11.69%
Dec 31, 2023	MORGAN STANLEY	0.74%	125.76K	9.93M	26.64K	+26.88%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	7.33%	1.25M	98.67M	603.52K	+93.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.91%	155.93K	12.31M	46.44K	+42.42%
Dec 31, 2023	MONUMENTAL FINANCIAL GROUP INC.	0.98%	167.21K	13.2M	67.78K	+68.17%
Dec 31, 2023	LIDO ADVISORS, LLC	7.24%	1.23M	97.44M	113.65K	+10.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.73%	124.93K	9.86M	-104.74K	-45.60%
Dec 31, 2023	DESTINY WEALTH PARTNERS, LLC	0.67%	114.3K	8.68M	114.3K	+100.00%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.63%	107.06K	8.45M	-9.78K	-8.37%
Dec 31, 2023	AGF MANAGEMENT LTD	0.55%	93.29K	7.36M	27.65K	+42.12%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.53%	90.52K	7.14M	132	+0.15%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.53%	89.62K	7.08M	-63.77K	-41.57%
Dec 31, 2023	LPL FINANCIAL LLC	0.52%	89.12K	7.04M	5.34K	+6.37%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.48%	81.95K	1.04M	81.95K	+100.00%

Frequently Asked Questions