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

Who are the major shareholders selling Franklin FTSE United Kingdom ETF stock?

LEDYARD NATIONAL BANK, in the last quarter, reduced its stake in FLGB by -1.88% restricting it's holding to 5.86 thousand shares of worth nearly $206.73K. CETERA INVESTMENT ADVISERS also lessened -33.7% of the FLGB shares from its portfolio, reducing its holding to 6.32 thousand shares of worth $222.98K. SANCTUARY ADVISORS, LLC also shunned FLGB shares holding by -3.34% last quarter which brought its holding to 6.52 thousand shares worth $229.96K.

Investors who are buying FLGB stock?

As per its latest 13F filing, HSBC HOLDINGS PLC increased its stake in FLGB by 95.62% in the last quarter. The institutional holder raised its holding to 24.11 thousand shares having worth more than $850.84K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 100% more shares of FLGB to its portfolio, raising its holding to 27.41 thousand shares of worth $967.19K. HARBOR CAPITAL ADVISORS, INC. also increased its FLGB shares holding by 100% which brought its holding to 3.34 thousand shares worth $118.00K.

FLGB's major insiders: who are they?

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

Did an insider recently sell FLGB stock?

Company executives, directors, and other insiders own N/A percent of Franklin FTSE United Kingdom ETF's stock. Within the last six months, there have been 0 transaction(s) in which FLGB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FLGB stock?

There have been 0 transaction(s) during the past 6-months in which Franklin FTSE United Kingdom ETF insiders have bought stock, totalling 0 shares

How much of FLGB does insiders own?

Around 0 Franklin FTSE United Kingdom ETF shares are held by insiders, which represents about N/A of FLGB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLGB?

HSBC HOLDINGS PLC is the largest institutional owner in FLGB which holds 24.11 thousand shares worth $850.84K or 0.1% of the total FLGB shares outstanding followed by SUSQUEHANNA INTERNATIONAL GROUP, LLP with ownership of 27.41 thousand shares representing 0.12% of the FLGB ownership. HARBOR CAPITAL ADVISORS, INC. is the third largest stakeholder with 3.34 thousand shares or 0.01% of the ownership worth more than $118.00K.

Is Franklin FTSE United Kingdom 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 FLGB is concerned, it is a stock which is not optionable.

Is there a short position on FLGB's shares?

Number of FLGB 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 FLGB shares are there?

As of today, null shares of FLGB are outstanding.

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

FLGB 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 FLGB is null.

Franklin FTSE United Kingdom ETF (FLGB) 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

OptionableNo

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. HSBC HOLDINGS PLC is the top corporate investor, holding 24.11K shares valued at $850.84K. A 0.1% stake in Franklin FTSE United Kingdom ETF is owned by the company. SUSQUEHANNA INTERNATIONAL GROUP, LLP owns 27.41K shares valued at $967.19K, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HSBC HOLDINGS PLC	0.1%	24.11K	850.84K	11.79K	+95.62%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	27.41K	967.19K	27.41K	+100.00%
Jun 30, 2026	HARBOR CAPITAL ADVISORS, INC.	0.01%	3.34K	118K	3.34K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	3.51K	123.73K	3.51K	+100.00%
Jun 30, 2026	LRI INVESTMENTS, LLC	0.02%	4K	141.16K	4K	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	4.5K	158.91K	4.5K	+100.00%
Jun 30, 2026	LEDYARD NATIONAL BANK	0.02%	5.86K	206.73K	-112	-1.88%
Jun 30, 2026	CHOREO, LLC	0.03%	6.24K	223.22K	73	+1.18%
Jun 30, 2026	FMR LLC	0.03%	6.25K	220.38K	575	+10.14%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.03%	6.3K	222.26K	6.3K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.03%	6.32K	222.98K	-3.21K	-33.70%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.03%	6.52K	229.96K	-225	-3.34%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	6.63K	233.9K	0	0
Jun 30, 2026	ACKERMAN ASSET MANAGEMENT, LLC	0.03%	7.69K	271.49K	0	0
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.03%	7.94K	280.08K	-7.51K	-48.60%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.04%	8.96K	316.23K	-4.23K	-32.05%
Jun 30, 2026	SWMG, LLC	0.04%	8.98K	319.67K	-2.59K	-22.38%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	9.2K	324.75K	1.26K	+15.88%
Jun 30, 2026	UNITED ASSET STRATEGIES, INC.	0.04%	9.25K	326.4K	1.57K	+20.46%
Jun 30, 2026	SENTINUS, LLC	0.04%	10.14K	357.81K	-6.61K	-39.46%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.04%	10.2K	359.99K	1.11K	+12.17%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.05%	11.78K	415.65K	-4.48K	-27.55%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	13.08K	461K	-6.73K	-33.98%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.06%	13.19K	465.37K	561	+4.44%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.06%	13.86K	489.16K	-11.24K	-44.77%
Jun 30, 2026	CX INSTITUTIONAL	0.06%	14.18K	500K	-1.34K	-8.61%
Jun 30, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.06%	14.27K	503.63K	-26.57K	-65.06%
Jun 30, 2026	BECKERMAN INSTITUTIONAL, LLC	0.07%	16.14K	569.41K	0	0
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	16.84K	594.28K	8.78K	+108.93%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.08%	19.27K	680.14K	-26.69K	-58.07%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.11%	25.65K	905.21K	25.65K	+2,565,000.00%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.27%	61.86K	2.18M	-2.12K	-3.32%
Jun 30, 2026	MERIDIAN INVESTMENT COUNSEL INC.	0.3%	68.58K	2.42M	-700	-1.01%
Jun 30, 2026	INNEALTA CAPITAL, LLC	0.44%	101.4K	3.58M	0	0
Jun 30, 2026		0.56%	135.97K	4.88M	-3.32K	-2.38%
Jun 30, 2026	MMA ASSET MANAGEMENT LLC	0.6%	138.62K	4.89M	-2.48K	-1.76%
Jun 30, 2026	ASSETMARK, INC	0.63%	145.24K	5.13M	-147.56K	-50.40%
Jun 30, 2026	SIMON QUICK ADVISORS, LLC	1.09%	251.58K	8.88M	-189	-0.08%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	1.21%	279.46K	9.86M	24.51K	+9.61%
Jun 30, 2026	UBS GROUP AG	1.22%	282.69K	9.98M	-33.49K	-10.59%
Jun 30, 2026	LPL FINANCIAL LLC	1.36%	313.38K	11.06M	-72.81K	-18.85%
Jun 30, 2026	MORGAN STANLEY	1.4%	323.33K	11.41M	14.89K	+4.83%
Jun 30, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	3.41%	786.79K	27.77M	786.79K	+100.00%
Jun 30, 2026	GHP INVESTMENT ADVISORS, INC.	3.52%	813.06K	28.69M	12.87K	+1.61%
Jun 30, 2026	JUPITER TOPCO LLC	6.01%	1.39M	48.96M	1.39M	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.82%	188.2K	6.64M	-167.33K	-47.06%
Jun 30, 2026	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.94%	215.97K	7.51M	0	0
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.34%	309.34K	10.92M	-379.75K	-55.11%
Jun 30, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.06%	13.51K	476.94K	-2.47K	-15.48%
Jun 30, 2026	HRT FINANCIAL LP	0.08%	18.21K	642K	18.21K	+100.00%
Jun 30, 2026	SYON CAPITAL LLC	0.09%	20.2K	712.86K	15	+0.07%
Jun 30, 2026	JANE STREET GROUP, LLC	0.1%	22.28K	786.16K	-120.96K	-84.45%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.19%	44.51K	1.57M	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.85%	889.63K	31.4M	-15.31K	-1.69%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	35.46%	8.19M	288.92M	303.75K	+3.85%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.03%	8.07K	285K	-30.15K	-78.89%
Jun 30, 2026	PURPOSE UNLIMITED INC.	0.59%	135.97K	4.88M	-3.32K	-2.38%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.46%	105.77K	3.73M	-166.44K	-61.14%
Jun 30, 2026	ROYAL BANK OF CANADA	0.24%	56.11K	1.98M	3.62K	+6.89%
Jun 30, 2026	CITADEL ADVISORS LLC	0.23%	52.03K	1.84M	17.56K	+50.96%
Jun 30, 2026	GTS SECURITIES LLC	0.1%	23.56K	831.36K	14.7K	+165.83%
Jun 30, 2026	CABOT WEALTH MANAGEMENT INC	0.14%	33.09K	1.17M	-19.74K	-37.37%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.75%	172.02K	6.07M	-7.36K	-4.10%
Jun 30, 2026	DYNAMIC WEALTH STRATEGIES, LLC	0.05%	12.42K	438.13K	52	+0.42%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.15%	34.12K	1.2M	-2.13K	-5.87%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.19%	43.23K	1.53M	-4.28K	-9.01%
Mar 31, 2026	DYNAMIC WEALTH STRATEGIES, LLC	0.05%	12.36K	429.74K	1.01K	+8.88%
Mar 31, 2026	LPL FINANCIAL LLC	1.61%	386.19K	13.42M	-6.29K	-1.60%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.06%	15.44K	536.73K	3.25K	+26.63%
Mar 31, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.17%	40.84K	1.42M	6.23K	+18.00%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.19%	44.51K	1.55M	0	0
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.19%	45.97K	1.6M	3.47K	+8.18%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.2%	47.51K	1.65M	3.72K	+8.50%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	51.88K	1.8M	51.88K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.06%	13.19K	458.41K	-3.91K	-22.86%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	52.49K	1.83M	-8.07K	-13.32%
Mar 31, 2026	CABOT WEALTH MANAGEMENT INC	0.22%	52.83K	1.84M	-62.74K	-54.29%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.27%	63.98K	2.22M	14.7K	+29.84%
Mar 31, 2026	MMA ASSET MANAGEMENT LLC	0.59%	141.1K	4.9M	2.32K	+1.67%
Mar 31, 2026	JANE STREET GROUP, LLC	0.6%	143.23K	4.98M	143.23K	+100.00%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.75%	179.38K	6.24M	-4.45K	-2.42%
Mar 31, 2026	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.9%	215.97K	7.51M	215.97K	+100.00%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	1.05%	251.77K	8.75M	-19.23K	-7.10%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	1.06%	254.95K	8.86M	21.64K	+9.28%
Mar 31, 2026	FLOW TRADERS U.S. LLC	1.14%	272.21K	9.46M	272.21K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.4%	689.09K	23.95M	199.67K	+40.80%
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	3.34%	800.19K	27.81M	19.85K	+2.54%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.78%	904.94K	31.46M	13.16K	+1.48%
Mar 31, 2026	JANUS HENDERSON GROUP PLC	6.34%	1.52M	52.81M	-87.53K	-5.45%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	32.9%	7.88M	274.02M	-2.89M	-26.80%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	7.94K	276.04K	5.91K	+290.99%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	19.81K	688K	-1.07K	-5.11%
Mar 31, 2026	SYON CAPITAL LLC	0.08%	20.19K	701.64K	5.49K	+37.35%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.1%	25.1K	872.34K	-286	-1.13%
Mar 31, 2026	CITADEL ADVISORS LLC	0.14%	34.47K	1.2M	34.47K	+100.00%
Mar 31, 2026	UBS GROUP AG	1.32%	316.18K	10.99M	8.94K	+2.91%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.48%	355.52K	12.36M	139.17K	+64.32%
Mar 31, 2026	HSBC HOLDINGS PLC	0.05%	12.33K	428.42K	5.16K	+72.02%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.03%	8.06K	280.17K	8.06K	+100.00%
Mar 31, 2026	GTS SECURITIES LLC	0.04%	8.86K	308.04K	-27.95K	-75.93%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.04%	9.09K	315.48K	2.37K	+35.33%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.04%	9.38K	326.19K	9.38K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.04%	9.53K	331.28K	-175	-1.80%
Mar 31, 2026	SWMG, LLC	0.05%	11.57K	402.03K	104	+0.91%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.05%	12.63K	438.88K	1.22K	+10.70%
Mar 31, 2026	CX INSTITUTIONAL	0.06%	15.51K	539K	-130	-0.83%
Mar 31, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.07%	15.98K	555.47K	439	+2.82%
Mar 31, 2026	BECKERMAN INSTITUTIONAL, LLC	0.07%	16.14K	560.86K	-211	-1.29%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.07%	16.26K	565.06K	219	+1.37%
Mar 31, 2026	SENTINUS, LLC	0.07%	16.75K	582.13K	-553	-3.20%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.15%	36.25K	1.14M	4.23K	+13.22%
Mar 31, 2026	PRIVATE TRUST CO NA	0%	1.04K	36.12K	-494	-32.22%
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	1.28K	44.6K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	1.34K	46.72K	-60	-4.27%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.31K	80.4K	135	+6.20%
Mar 31, 2026	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.8K	97.45K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.07K	106.74K	-319	-9.41%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.01%	3.15K	109.36K	-179	-5.38%
Mar 31, 2026	LEDYARD NATIONAL BANK	0.02%	5.97K	207.52K	5.97K	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.02%	6.03K	209.71K	-1.08K	-15.12%
Mar 31, 2026	CHOREO, LLC	0.02%	6.17K	214.47K	-3.17K	-33.94%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	6.63K	230.39K	-359	-5.14%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.02%	6.74K	234.32K	611	+9.97%
Mar 31, 2026	UNITED ASSET STRATEGIES, INC.	0.03%	7.68K	266.89K	7.68K	+100.00%
Mar 31, 2026	ACKERMAN ASSET MANAGEMENT, LLC	0.03%	7.69K	267.41K	0	0
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	38.22K	1.33M	-20.14K	-34.52%
Mar 31, 2026	MERIDIAN INVESTMENT COUNSEL INC.	0.29%	69.28K	2.41M	1.5K	+2.21%
Mar 31, 2026	INNEALTA CAPITAL, LLC	0.42%	101.4K	3.52M	10.09K	+11.05%
Mar 31, 2026		0.58%	139.3K	4.83M	1.8K	+1.31%
Mar 31, 2026	ASSETMARK, INC	1.22%	292.8K	10.18M	6.18K	+2.15%
Mar 31, 2026	MORGAN STANLEY	1.29%	308.44K	10.72M	-119.2K	-27.87%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.04%	11.41K	384.95K	4	+0.04%
Dec 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.12%	34.61K	1.17M	34.61K	+100.00%
Dec 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.14%	39.9K	1.35M	-6.94K	-14.81%
Dec 31, 2025	ROYAL BANK OF CANADA	0.22%	60.56K	2.04M	6.61K	+12.25%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	1.4K	47.38K	-21	-1.47%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	2.18K	73.51K	523	+31.60%
Dec 31, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.8K	94.61K	48	+1.74%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	3.33K	112.22K	-71	-2.09%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.39K	114.41K	237	+7.52%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	4.71K	158.86K	4.71K	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.15%	42.49K	1.43M	185	+0.44%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.16%	43.79K	1.48M	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.16%	44.51K	1.5M	10.85K	+32.22%
Dec 31, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	712	24K	0	0
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	0%	827	27.91K	0	0
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	1K	33.75K	0	0
Dec 31, 2025	CHOREO, LLC	0.03%	9.34K	315.88K	273	+3.01%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	9.71K	327.56K	-376	-3.73%
Dec 31, 2025	SWMG, LLC	0.04%	11.46K	411.14K	356	+3.21%
Dec 31, 2025	FRANKLIN RESOURCES INC	0%	192	6.48K	-1.2M	-99.98%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	199	6.72K	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.04%	12.19K	411.56K	791	+6.94%
Dec 31, 2025	SYON CAPITAL LLC	0.05%	14.7K	496K	2.33K	+18.83%
Dec 31, 2025	CX INSTITUTIONAL	0.06%	15.64K	528K	145	+0.94%
Dec 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.06%	15.54K	524.52K	-588	-3.65%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.06%	16.04K	541.25K	959	+6.36%
Dec 31, 2025	BECKERMAN INSTITUTIONAL, LLC	0.06%	16.35K	551.69K	0	0
Dec 31, 2025	SENTINUS, LLC	0.06%	17.3K	583.88K	-199	-1.14%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.06%	17.1K	576.98K	1.1K	+6.86%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	20.87K	704K	563	+2.77%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	32.02K	1.08M	-5.76K	-15.25%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	4.75K	160.41K	-610	-11.37%
Dec 31, 2025	FMR LLC	0.02%	5.66K	191.16K	60	+1.07%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.02%	6.13K	206.87K	6.13K	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	6.72K	226.2K	-377	-5.32%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	6.99K	235.81K	229	+3.39%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.03%	7.08K	239.09K	0	0
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	7.11K	239.9K	-2.22K	-23.81%
Dec 31, 2025	ACKERMAN ASSET MANAGEMENT, LLC	0.03%	7.69K	259.64K	-75	-0.97%
Dec 31, 2025	GTS SECURITIES LLC	0.13%	36.81K	1.24M	36.81K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.18%	49.28K	1.66M	-3.6K	-6.81%
Dec 31, 2025	HSBC HOLDINGS PLC	0.03%	7.17K	241.82K	7.17K	+100.00%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	2.8%	780.34K	26.34M	9.93K	+1.29%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	58.36K	1.97M	58.36K	+100.00%
Dec 31, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.24%	67.78K	2.29M	850	+1.27%
Dec 31, 2025	MORGAN STANLEY	1.57%	427.64K	14.43M	-6.25K	-1.44%
Dec 31, 2025	LPL FINANCIAL LLC	1.43%	392.48K	13.25M	6.73K	+1.74%
Dec 31, 2025	UBS GROUP AG	1.12%	307.23K	10.37M	-33.09K	-9.72%
Dec 31, 2025	COMERICA BANK	0%	678	22.88K	-60	-8.13%
Dec 31, 2025	US BANCORP \DE\	0%	539	18.19K	-502	-48.22%
Dec 31, 2025	INNEALTA CAPITAL, LLC	0.33%	91.32K	3.08M	-54.26K	-37.27%
Dec 31, 2025	CABOT WEALTH MANAGEMENT INC	0.42%	115.57K	3.9M	7.38K	+6.82%
Dec 31, 2025	MMA ASSET MANAGEMENT LLC	0.5%	138.79K	4.68M	5.21K	+3.90%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.67%	183.83K	6.2M	183.83K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.79%	216.35K	7.3M	-46.92K	-17.82%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.85%	233.31K	7.87M	-7.52K	-3.12%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.09%	25.38K	856.63K	-699	-2.68%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.97%	271K	9.15M	-481	-0.18%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.78%	489.42K	16.52M	476.29K	+3,625.53%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	5.85%	1.61M	54.23M	-17.76K	-1.09%
Dec 31, 2025		0.49%	137.49K	4.63M	137.49K	+100.00%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0%	1.16K	38.98K	0	0
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	1.28K	43.3K	1.28K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1.31K	44.23M	22	+1.71%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	1.53K	51.74K	-7	-0.45%
Dec 31, 2025	ASSETMARK, INC	1.03%	286.62K	9.67M	-1.61K	-0.56%
Dec 31, 2025	MASECO LLP	0%	258	8.7K	258	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.27%	891.78K	30.1M	-3.55K	-0.40%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	39.43%	10.77M	363.47M	251.77K	+2.39%
Dec 31, 2025	DYNAMIC WEALTH STRATEGIES, LLC	0.04%	11.36K	383.23K	10.82K	+2,022.43%
Sep 30, 2025	FMR LLC	0.02%	5.6K	181.08K	153	+2.81%
Sep 30, 2025	MORGAN STANLEY	1.65%	433.89K	14.02M	5.89K	+1.38%
Sep 30, 2025	ROYAL BANK OF CANADA	0.2%	53.95K	1.74M	-49.35K	-47.77%
Sep 30, 2025	CITADEL ADVISORS LLC	0.3%	78.91K	2.55M	57.01K	+260.32%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	33.67K	1.09M	33.67K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.06%	16K	516.92K	-741	-4.43%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.03%	7.08K	228.88K	-827	-10.45%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.02%	4.02K	129.89K	0	0
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.1%	26.08K	842.66K	-4.18K	-13.81%
Sep 30, 2025	SENTINUS, LLC	0.07%	17.5K	565.39K	-628	-3.46%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	1.43K	46.03K	-19	-1.32%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1.29K	41.65K	0	0
Sep 30, 2025	ALPHACORE CAPITAL LLC	0%	1.16K	37.32K	0	0
Sep 30, 2025	US BANCORP \DE\	0%	1.04K	33.64K	0	0
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	1K	32.31K	0	0
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	831	26.85K	-624.48K	-99.87%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	827	26.72K	0	0
Sep 30, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	712	23K	0	0
Sep 30, 2025	DYNAMIC WEALTH STRATEGIES, LLC	0%	535	17.29K	535	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	486	15.71K	-16	-3.19%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	400	12.92K	294	+277.36%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	199	6.43K	0	0
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0%	81	2.65K	0	0
Sep 30, 2025	CWM, LLC	0%	29	1K	0	0
Sep 30, 2025	ABICH FINANCIAL WEALTH MANAGEMENT LLC	0%	10	323	10	+100.00%
Sep 30, 2025	UBS GROUP AG	1.29%	340.32K	11M	7.76K	+2.33%
Sep 30, 2025	INNEALTA CAPITAL, LLC	0.55%	145.58K	4.7M	923	+0.64%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.14%	37.77K	1.22M	-1.98M	-98.13%
Sep 30, 2025	SILIGMUELLER & NORVID WEALTH ADVISORS LLC	0.07%	17.5K	565.39K	17.5K	+100.00%
Sep 30, 2025	BRYN MAWR TRUST CO	0.03%	8.05K	259.97K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.47%	385.76K	12.46M	-4.14K	-1.06%
Sep 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.06%	16.13K	521.12K	138	+0.86%
Sep 30, 2025	SYON CAPITAL LLC	0.05%	12.37K	399.57K	4.78K	+63.02%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.06%	15.08K	487.17K	1.06K	+7.54%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	6.17%	1.62M	52.49M	-85.28K	-4.99%
Sep 30, 2025	ASSETMARK, INC	1.1%	288.23K	9.31M	-8.38K	-2.82%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1%	263.28K	8.51M	-1.29K	-0.49%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.92%	240.83K	7.78M	7.16K	+3.06%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	20.31K	656K	1.46K	+7.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	39.97%	10.52M	339.83M	435.15K	+4.32%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	1.03%	271.48K	8.77M	-1.79K	-0.65%
Sep 30, 2025	BECKERMAN INSTITUTIONAL, LLC	0.06%	16.35K	528.14K	-20	-0.12%
Sep 30, 2025	MMA ASSET MANAGEMENT LLC	0.51%	133.58K	4.32M	-19.49K	-12.73%
Sep 30, 2025	CABOT WEALTH MANAGEMENT INC	0.41%	108.2K	3.5M	1.26K	+1.18%
Sep 30, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.25%	66.93K	2.16M	600	+0.90%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.2%	52.88K	1.71M	-108	-0.20%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.18%	46.83K	1.51M	-3.08K	-6.18%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.17%	43.79K	1.41M	15.57K	+55.20%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.16%	42.31K	1.37M	1.32K	+3.23%
Sep 30, 2025	CX INSTITUTIONAL	0.06%	15.5K	501K	-1.12K	-6.74%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.04%	11.4K	368.43K	1.16K	+11.29%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.04%	11.4K	368.4K	57	+0.50%
Sep 30, 2025	SWMG, LLC	0.04%	11.11K	363.61K	1.15K	+11.57%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	10.08K	325.75K	2.34K	+30.28%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.04%	9.33K	301.42K	-1.36K	-12.70%
Sep 30, 2025	CHOREO, LLC	0.03%	9.07K	292.96K	157	+1.76%
Sep 30, 2025	ACKERMAN ASSET MANAGEMENT, LLC	0.03%	7.77K	250.98K	0	0
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	7.09K	228.89K	1.77K	+33.15%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	7.03K	227.27K	7.03K	+100.00%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	6.76K	218.35K	6.73K	+23,203.45%
Sep 30, 2025	FRANKLIN RESOURCES INC	4.56%	1.2M	38.78M	1.2M	+625,000.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.4%	895.33K	28.92M	876.43K	+4,638.92%
Sep 30, 2025	GHP INVESTMENT ADVISORS, INC.	2.93%	770.42K	24.89M	8.19K	+1.07%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	3.7K	119.49K	3.7K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.15K	101.89K	-366	-10.40%
Sep 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.76K	89.01K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.66K	53.47K	102	+6.57%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	1.54K	49.76K	-25	-1.60%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	5.36K	173.28K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.05%	13.14K	424.65K	-878	-6.26%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.2%	49.91K	1.53M	-60.24K	-54.69%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	1.1%	273.27K	8.37M	273.27K	+100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.31%	325.29K	9.96M	294.41K	+953.41%
Jun 30, 2025	UBS GROUP AG	1.34%	332.56K	10.19M	48.66K	+17.14%
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	2.52%	625.31K	19.15M	625.31K	+100.00%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	3.52%	871.93K	26.71M	4.81K	+0.55%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	40.71%	10.08M	308.83M	288.47K	+2.95%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.03%	7.91K	242.31M	-1.59K	-16.77%
Jun 30, 2025	CITADEL ADVISORS LLC	0.09%	21.9K	670.83M	4.39K	+25.06%
Jun 30, 2025	MORGAN STANLEY	1.73%	428K	13.11B	36.85K	+9.42%
Jun 30, 2025	SYON CAPITAL LLC	0.03%	7.59K	232.35K	365	+5.05%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	7.74K	237.02K	-744	-8.77%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	8.16%	2.02M	61.9M	1.98M	+4,815.69%
Jun 30, 2025	BRYN MAWR TRUST CO	0.03%	8.05K	246.45K	-535	-6.23%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.05%	11.35K	347.5K	1.33K	+13.30%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	5.36K	164.27K	5.36K	+100.00%
Jun 30, 2025		0.03%	7.77K	237.93K	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.04%	10.06K	308K	10.06K	+100.00%
Jun 30, 2025	INNEALTA CAPITAL, LLC	0.58%	144.65K	4.43M	-18.21K	-11.18%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.94%	233.67K	7.16M	10.46K	+4.69%
Jun 30, 2025	SENTINUS, LLC	0.07%	18.13K	555.23K	-247	-1.34%
Jun 30, 2025	CX INSTITUTIONAL	0.07%	16.62K	509K	-675	-3.90%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.04%	10.69K	327.31K	17	+0.16%
Jun 30, 2025	CHOREO, LLC	0.04%	8.91K	272.91K	-168	-1.85%
Jun 30, 2025	BECKERMAN INSTITUTIONAL, LLC	0.07%	16.37K	501K	-533	-3.15%
Jun 30, 2025	ACKERMAN ASSET MANAGEMENT, LLC	0.03%	7.77K	237.93K	0	0
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.11%	28.21K	864.2K	28.21K	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.17%	40.98K	1.26M	-322	-0.78%
Jun 30, 2025	BELL INVESTMENT ADVISORS, INC	0.02%	5.2K	159.2K	640	+14.04%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	5.33K	162.9K	5.1K	+2,257.08%
Jun 30, 2025	FMR LLC	0.02%	5.45K	166.97K	-883	-13.94%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.06%	14.02K	429.27K	-176	-1.24%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.21%	52.98K	1.62M	5.47K	+11.52%
Jun 30, 2025	JANE STREET GROUP, LLC	0.23%	56.29K	1.72M	15.55K	+38.17%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.07%	264.56K	8.1M	7.74K	+3.01%
Jun 30, 2025	ASSETMARK, INC	1.2%	296.61K	9.09M	196.76K	+197.06%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	3.08%	762.23K	23.35M	23.65K	+3.20%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	6.9%	1.71M	52.37M	-218.79K	-11.34%
Jun 30, 2025	SWMG, LLC	0.04%	9.95K	307.28K	2.6K	+35.32%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.04%	10.25K	313.84K	-1.5K	-12.75%
Jun 30, 2025	HSBC HOLDINGS PLC	0.04%	10.66K	326.58K	10.66K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	16.74K	513K	415	+2.54%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.12%	30.26K	926.84K	-3.39K	-10.07%
Jun 30, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.27%	66.33K	2.03M	100	+0.15%
Jun 30, 2025	CABOT WEALTH MANAGEMENT INC	0.43%	106.93K	3.28M	82	+0.08%
Jun 30, 2025	LPL FINANCIAL LLC	1.57%	389.89K	11.94M	-46.23K	-10.60%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	18.85K	577K	-1.99K	-9.53%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.77%	191.01K	5.85M	-352	-0.18%
Jun 30, 2025	MMA ASSET MANAGEMENT LLC	0.62%	153.07K	4.69M	153.07K	+100.00%
Jun 30, 2025	VONTOBEL HOLDING LTD.	0.43%	107.4K	3.28M	-12.8K	-10.65%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	18.89K	578.56K	2.98K	+18.76%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.06%	14.02K	429.46K	3.44K	+32.50%
Jun 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.06%	15.99K	489.78K	234	+1.49%
Jun 30, 2025	ROYAL BANK OF CANADA	0.42%	103.3K	3.17M	78.3K	+313.11%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.16%	41.12K	1.18M	-190	-0.46%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.16%	41.31K	1.08M	0	0
Mar 31, 2025	ASSETMARK, INC	0.4%	99.85K	2.86M	-29.36K	-22.72%
Mar 31, 2025	UBS GROUP AG	1.13%	283.91K	8.14M	-35.82K	-11.20%
Mar 31, 2025	MORGAN STANLEY	1.56%	391.15K	11.21M	-17.98K	-4.40%
Mar 31, 2025	LPL FINANCIAL LLC	1.74%	436.12K	12.5M	225.22K	+106.79%
Mar 31, 2025	GHP INVESTMENT ADVISORS, INC.	2.95%	738.58K	21.17M	14.29K	+1.97%
Mar 31, 2025	SWMG, LLC	0.03%	7.36K	213.58K	-2.68K	-26.73%
Mar 31, 2025		0.03%	7.77K	222.64K	7.77K	+100.00%
Mar 31, 2025	BRYN MAWR TRUST CO	0.03%	8.58K	245.94K	-809	-8.62%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.04%	10.01K	286.99K	-50	-0.50%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	15.91K	455.96K	-305	-1.88%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.19%	47.51K	1.36M	4.87K	+11.43%
Mar 31, 2025	GTS SECURITIES LLC	0.26%	64.31K	1.84M	64.31K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	39.07%	9.79M	280.71M	-773.89K	-7.32%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.04%	9.51K	272.43K	9.51K	+100.00%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.04%	10.58K	303.29K	-2.71K	-20.38%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.06%	14.19K	406.72K	-428.39K	-96.79%
Mar 31, 2025	SENTINUS, LLC	0.07%	18.37K	526.62K	-117	-0.63%
Mar 31, 2025	INNEALTA CAPITAL, LLC	0.65%	162.86K	4.67M	-10.22K	-5.90%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	3.46%	867.12K	24.85M	-9.88K	-1.13%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.76%	191.36K	5.48M	-12.89K	-6.31%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.02%	256.83K	7.36M	37.87K	+17.30%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	7.69%	1.93M	55.6M	557.66K	+40.67%
Mar 31, 2025	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	1.08%	270.87K	7.76M	-20.15K	-6.92%
Mar 31, 2025	FMR LLC	0.03%	6.33K	181.54K	1.57K	+32.93%
Mar 31, 2025	SYON CAPITAL LLC	0.03%	7.22K	206.96K	-446	-5.82%
Mar 31, 2025	VONTOBEL HOLDING LTD.	0.48%	120.2K	3.45M	3.5K	+3.00%
Mar 31, 2025	CX INSTITUTIONAL	0.07%	17.29K	496K	-134.73K	-88.62%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	20.84K	597K	81	+0.39%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	25.01K	717K	-43.8K	-63.66%
Mar 31, 2025	CABOT WEALTH MANAGEMENT INC	0.43%	106.85K	3.06M	1.39K	+1.32%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.44%	110.15K	3.16M	110.15K	+100.00%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.04%	10.67K	305.79K	212	+2.03%
Mar 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.06%	15.76K	452K	-418	-2.58%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	30.88K	839K	-138.64K	-81.78%
Mar 31, 2025	CHOREO, LLC	0.04%	9.08K	260.19K	-595	-6.15%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.89%	223.2K	6.4M	-15.35K	-6.43%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	7.65K	219.27K	-1.73K	-18.41%
Mar 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.03%	8.46K	242.48K	-2.41K	-22.16%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.03%	8.48K	243.11K	731	+9.43%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	8.68K	248.79K	646	+8.04%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.05%	11.74K	336.56K	150	+1.29%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	16.33K	468K	-1.71K	-9.46%
Mar 31, 2025	CITADEL ADVISORS LLC	0.07%	17.51K	501.95K	-2.55K	-12.72%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.13%	33.65K	964.35K	-10.24K	-23.33%
Mar 31, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.26%	66.23K	1.9M	16.63K	+33.52%
Mar 31, 2025	MORNINGSTAR INVESTMENT SERVICES LLC	0.33%	82.46K	2.36M	-67.88K	-45.15%
Mar 31, 2025	JANE STREET GROUP, LLC	0.16%	40.74K	1.17M	-258.85K	-86.40%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	3.5%	905.28K	23.65M	2.66K	+0.29%
Mar 31, 2024	US BANCORP \DE\	0%	200	5.23K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	263	6.87K	263	+100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	503	13.14K	-16	-3.08%
Mar 31, 2024	CONTINUUM ADVISORY, LLC	0%	780	21.36K	780	+100.00%
Mar 31, 2024	ACCORDANT ADVISORY GROUP INC	0%	943	24.64K	943	+100.00%
Mar 31, 2024	PARKSIDE FINANCIAL BANK & TRUST	0%	1K	26.13K	1K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	1.24K	32.27K	836	+209.52%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.01%	1.48K	39K	-1.69K	-53.31%
Mar 31, 2024	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.06%	14.97K	392K	-6.93K	-31.66%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.07%	19.27K	503.59K	-214	-1.10%
Mar 31, 2024	RETIREMENT PLANNING GROUP	0.08%	19.43K	507.81K	-10	-0.05%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.08%	19.75K	516.09K	19.75K	+100.00%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.09%	22.11K	578K	22.11K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.1%	24.88K	650K	-1.21K	-4.65%
Mar 31, 2024	PETRA FINANCIAL ADVISORS INC	0.11%	29.35K	766.96K	-848	-2.81%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.15%	39.41K	1.03M	10.57K	+36.65%
Mar 31, 2024	MERIDIAN INVESTMENT COUNSEL INC.	0.15%	39.8K	1.04M	-1.5K	-3.62%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.24%	62.3K	1.63M	-16.83K	-21.27%
Mar 31, 2024	LPL FINANCIAL LLC	0.25%	64.59K	1.69M	-1.14K	-1.74%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.39%	102.1K	2.67M	-142.86K	-58.32%
Mar 31, 2024	VONTOBEL HOLDING LTD.	0.42%	107.7K	2.8M	0	0
Mar 31, 2024	VONTOBEL ASSET MANAGEMENT INC	0.42%	107.7K	2.81M	0	0
Mar 31, 2024	CABOT WEALTH MANAGEMENT INC	0.45%	116.16K	3.04M	-1.69K	-1.43%
Mar 31, 2024	ROYAL BANK OF CANADA	0.71%	183.03K	4.78M	-4.21K	-2.25%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	0.75%	193.68K	5.06M	1.01K	+0.53%
Mar 31, 2024	UBS GROUP AG	0.87%	224.4K	5.86M	203.91K	+995.31%
Mar 31, 2024	INNEALTA CAPITAL, LLC	1.01%	261.13K	6.82M	128.18K	+96.41%
Mar 31, 2024	MORGAN STANLEY	1.13%	291.08K	7.61M	10.84K	+3.87%
Mar 31, 2024	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	1.16%	299.79K	7.83M	28.12K	+10.35%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.23%	575.91K	15.05M	-77.9K	-11.91%
Mar 31, 2024	CX INSTITUTIONAL	2.46%	636.32K	16.63M	105.11K	+19.79%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	7.81%	2.02M	52.73M	-8.33K	-0.41%
Mar 31, 2024	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.59K	67.62K	0	0
Mar 31, 2024	BELL INVESTMENT ADVISORS, INC	0.01%	3.05K	79.65K	365	+13.60%
Mar 31, 2024	FMR LLC	0.01%	3.52K	91.95K	3.33K	+1,761.90%
Mar 31, 2024	EAGLE BAY ADVISORS LLC	0.01%	3.72K	97.18K	3.72K	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	6.48K	169.24K	-36	-0.55%
Mar 31, 2024	SYON CAPITAL LLC	0.03%	8.49K	221.82K	8.49K	+100.00%
Mar 31, 2024	LAFFER TENGLER INVESTMENTS	0.03%	8.51K	222.29K	1.18K	+16.09%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	9.69K	253.14K	9.47K	+4,225.45%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.04%	9.83K	256.94K	691	+7.56%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	10.31K	269.42K	10.31K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.05%	12.71K	332.14K	-36.23K	-74.03%
Mar 31, 2024	FRANKLIN RESOURCES INC	6.87%	1.78M	46.39M	700K	+65.10%
Mar 31, 2024	PRIVATE TRUST CO NA	0%	503	13.14K	15	+3.07%
Mar 31, 2024	COMERICA BANK	0%	526	13.74K	-100	-15.97%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	679	17.74K	679	+100.00%
Mar 31, 2024	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	712	19K	712	+100.00%
Mar 31, 2024	SAGE MOUNTAIN ADVISORS LLC	0%	0	-	-604	-100.00%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	0%	0	-	-8.75K	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-1.13K	-100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	0	-	-3.03K	-100.00%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-68.52K	-100.00%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	149	3.89K	0	0
Mar 31, 2024	CORNERSTONE PLANNING GROUP LLC	0%	200	5.37K	200	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	41.07%	10.59M	276.67M	-318.44K	-2.92%
Dec 31, 2023	MORGAN STANLEY	1.11%	280.24K	7.05M	4.18K	+1.51%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.31%	79.13K	1.99M	43.72K	+123.45%
Dec 31, 2023	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	1.07%	271.67K	6.83M	246.65K	+985.72%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.97%	244.96K	6.16M	244.96K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.74%	187.24K	4.71M	7.11K	+3.95%
Dec 31, 2023	INNEALTA CAPITAL, LLC	0.53%	132.95K	3.34M	1	0.00%
Dec 31, 2023	CABOT WEALTH MANAGEMENT INC	0.47%	117.85K	2.96M	1.55K	+1.33%
Dec 31, 2023	JANE STREET GROUP, LLC	1.43%	362.48K	9.11M	290.6K	+404.25%
Dec 31, 2023	CX INSTITUTIONAL	2.1%	531.21K	13.36M	531.21K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.58%	653.8K	16.44M	-98.11K	-13.05%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	3.57%	902.62K	22.7M	-636.19K	-41.34%
Dec 31, 2023	FRANKLIN RESOURCES INC	4.25%	1.08M	27.04M	-3M	-73.62%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	8.01%	2.03M	50.96M	-53.48K	-2.57%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	43.11%	10.91M	274.25M	-597.99K	-5.20%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0%	149	3.75K	149	+100.00%
Dec 31, 2023	VONTOBEL HOLDING LTD.	0.43%	107.7K	2.71M	0	0
Dec 31, 2023	FMR LLC	0%	189	4.75K	-187	-49.73%
Dec 31, 2023	US BANCORP \DE\	0%	200	5.03K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	224	5.63K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	399	10.03K	-422	-51.40%
Dec 31, 2023	PRIVATE TRUST CO NA	0%	488	12.27K	488	+100.00%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0%	519	13.04K	-131	-20.15%
Dec 31, 2023	SAGE MOUNTAIN ADVISORS LLC	0%	604	15.19K	0	0
Dec 31, 2023	COMERICA BANK	0%	626	15.74K	0	0
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	1.13K	28.49K	1.13K	+100.00%
Dec 31, 2023	VERSANT CAPITAL MANAGEMENT, INC	0.01%	2.59K	65.07K	52	+2.05%
Dec 31, 2023	BELL INVESTMENT ADVISORS, INC	0.01%	2.68K	67.47K	53	+2.02%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.01%	3.03K	76.14K	0	0
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.01%	3.17K	80K	-45	-1.40%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	6.51K	158.85K	-156	-2.34%
Dec 31, 2023	LAFFER TENGLER INVESTMENTS	0.03%	7.33K	184.26K	1.18K	+19.14%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.03%	8.65K	217K	-240	-2.70%
Dec 31, 2023	MAROTTA ASSET MANAGEMENT	0.03%	8.75K	219.94K	-3.64K	-29.36%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.04%	9.14K	229.88K	9.14K	+100.00%
Dec 31, 2023	MARINER, LLC	0.04%	10.4K	261.59K	301	+2.98%
Dec 31, 2023	RETIREMENT PLANNING GROUP	0.08%	19.44K	488.92K	131	+0.68%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.08%	19.49K	490.45K	-888	-4.36%
Dec 31, 2023	UBS GROUP AG	0.08%	20.49K	515.15K	-37.46K	-64.65%
Dec 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.09%	21.9K	551K	-21.74K	-49.81%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.1%	26.09K	656K	-1.97K	-7.01%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.11%	28.84K	725.14K	-1.73K	-5.66%
Dec 31, 2023	VONTOBEL ASSET MANAGEMENT INC	0.43%	107.7K	2.71M	0	0
Dec 31, 2023	PETRA FINANCIAL ADVISORS INC	0.12%	30.2K	759.37K	-2.71K	-8.23%
Dec 31, 2023	MERIDIAN INVESTMENT COUNSEL INC.	0.16%	41.3K	1.04M	-250	-0.60%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	48.94K	1.23M	-8.28K	-14.48%
Dec 31, 2023	LPL FINANCIAL LLC	0.26%	65.73K	1.65M	13.18K	+25.09%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.27%	68.52K	1.72M	2.68K	+4.06%

Frequently Asked Questions