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About N/A of shares are held by financial institutions. PARAGON CAPITAL MANAGEMENT LTD is the top corporate investor, holding 222.64K shares valued at $8.85M. A 0.29% stake in Franklin FTSE Japan ETF is owned by the company. STEWARD PARTNERS INVESTMENT ADVISORY, LLC owns 344.71K shares valued at $13.70M, which translates its holding of 0.45% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | PARAGON CAPITAL MANAGEMENT LTD | 0.29% | 222.64K | 8.85M | -7.46K | -3.24% |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.45% | 344.71K | 13.7M | -5.89K | -1.68% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.46% | 346.85K | 13.79M | 153.55K | +79.43% |
| Jun 30, 2026 | IMPACT PARTNERSHIP WEALTH, LLC | 0.47% | 357.57K | 14.21M | 29.23K | +8.90% |
| Jun 30, 2026 | AGF MANAGEMENT LTD | 0.52% | 395.98K | 15.74M | 1.35K | +0.34% |
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 0.62% | 472.42K | 18.78M | 463.88K | +5,432.49% |
| Jun 30, 2026 | AMERIPRISE FINANCIAL INC | 0.98% | 749.49K | 29.79M | 44.93K | +6.38% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 1.48% | 1.13M | 44.73M | 1.06M | +1,509.86% |
| Jun 30, 2026 | TOROSO INVESTMENTS, LLC | 0.39% | 296.06K | 11.77M | -1.14K | -0.38% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.41% | 313.27K | 12.45M | -5.99K | -1.88% |
| Jun 30, 2026 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.13% | 98.3K | 3.91M | -13K | -11.68% |
| Jun 30, 2026 | CRESSET ASSET MANAGEMENT, LLC | 1.88% | 1.43M | 57.23M | 683.48K | +91.10% |
| Jun 30, 2026 | JUPITER TOPCO LLC | 0.87% | 660.35K | 26.25M | 660.35K | +100.00% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 18.45% | 14.06M | 558.79M | 361.12K | +2.64% |
| Jun 30, 2026 | HARBOR CAPITAL ADVISORS, INC. | 0.42% | 321.74K | 12.79M | -10K | -3.01% |
| Jun 30, 2026 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 0.43% | 328.51K | 11.89M | 0 | 0 |
| Jun 30, 2026 | RAINWATER CHARITABLE FOUNDATION | 0.43% | 328.74K | 13.07M | 0 | 0 |
| Jun 30, 2026 | 3EDGE ASSET MANAGEMENT, LP | 3.92% | 2.99M | 118.81M | 2.99M | +100.00% |
| Jun 30, 2026 | MGO ONE SEVEN LLC | 0.07% | 49.65K | 1.97M | -4.68K | -8.61% |
| Jun 30, 2026 | ADVISOR OS, LLC | 0.07% | 50.34K | 2M | 50.34K | +100.00% |
| Jun 30, 2026 | ALTMAN ADVISORS, INC. | 0.07% | 57.1K | 2.27M | -793 | -1.37% |
| Jun 30, 2026 | ACCORDANT ADVISORY GROUP INC | 0.08% | 60.96K | 2.42M | -111.85K | -64.72% |
| Jun 30, 2026 | ALLIANCE WEALTH ADVISORS, LLC /UT | 0.09% | 65.21K | 2.59M | 65.21K | +100.00% |
| Jun 30, 2026 | PGIM CUSTOM HARVEST LLC | 0.09% | 66.73K | 2.65M | 5.01K | +8.12% |
| Jun 30, 2026 | FIFTH THIRD BANCORP | 0.09% | 71.11K | 2.83M | -4.75K | -6.26% |
| Jun 30, 2026 | CERTIOR FINANCIAL GROUP, LLC | 0.1% | 74.64K | 2.97M | 74.64K | +100.00% |
| Jun 30, 2026 | AVESTAR CAPITAL, LLC | 0.11% | 81.44K | 3.24M | -6.77K | -7.68% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.11% | 84.16K | 3.35M | -1.79K | -2.09% |
| Jun 30, 2026 | MENORA MIVTACHIM HOLDINGS LTD. | 0.12% | 89K | 3.54M | 70K | +368.42% |
| Jun 30, 2026 | RIVERFRONT INVESTMENT GROUP, LLC | 0.12% | 94.44K | 3.75M | -653.01K | -87.37% |
| Jun 30, 2026 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.14% | 107.05K | 4.27M | 28.46K | +36.22% |
| Jun 30, 2026 | KENSINGTON ASSET MANAGEMENT, LLC | 0.21% | 158.04K | 6.28M | 77.1K | +95.25% |
| Jun 30, 2026 | INNEALTA CAPITAL, LLC | 0.25% | 189.98K | 7.55M | 0 | 0 |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 3.24% | 2.47M | 98.17M | 2.25M | +1,002.30% |
| Jun 30, 2026 | FRANKLIN RESOURCES INC | 3.41% | 2.6M | 103.38M | -357.85K | -12.10% |
| Jun 30, 2026 | MADISON ASSET MANAGEMENT, LLC | 0.13% | 98.51K | 3.92M | -116.82K | -54.25% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.77% | 590.26K | 23.46M | -605.84K | -50.65% |
| Jun 30, 2026 | UBS GROUP AG | 0.81% | 613.8K | 24.4M | 190.14K | +44.88% |
| Jun 30, 2026 | BISON WEALTH, LLC | 0.15% | 113.09K | 4.6M | -25.11K | -18.17% |
| Jun 30, 2026 | 0.16% | 124.36K | 4.94M | -1.67K | -1.32% | |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.14% | 106.18K | 4.22M | -220.64K | -67.51% |
| Jun 30, 2026 | FISHER ASSET MANAGEMENT, LLC | 7.22% | 5.5M | 218.79M | 1.4M | +33.98% |
| Jun 30, 2026 | PORTSIDE WEALTH GROUP, LLC | 0.13% | 101.95K | 4.05M | 101.95K | +100.00% |
| Jun 30, 2026 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.19% | 143.28K | 5.72M | 12.07K | +9.20% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 0.2% | 153.43K | 6.1M | 46.25K | +43.16% |
| Jun 30, 2026 | ATLAS CAPITAL ADVISORS LLC | 0.26% | 194.99K | 7.75M | 279 | +0.14% |
| Jun 30, 2026 | PRINCIPAL SECURITIES, INC. | 0.44% | 337.94K | 13.43M | 54.97K | +19.43% |
| Jun 30, 2026 | WESTVIEW MANAGEMENT DBA WESTVIEW INVESTMENT ADVISORS | 0.16% | 124.36K | 4.94M | -1.67K | -1.32% |
| Jun 30, 2026 | MMA ASSET MANAGEMENT LLC | 0.17% | 132.32K | 5.26M | -1.64K | -1.22% |
| Jun 30, 2026 | ZURICH INSURANCE GROUP LTD/FI | 0.22% | 170.04K | 6.76M | 0 | 0 |
| Jun 30, 2026 | ES4, LLC | 0.25% | 193.48K | 7.69M | 0 | 0 |
| Jun 30, 2026 | TRILOGY CAPITAL INC. | 0.27% | 202.41K | 8.05M | 11.21K | +5.86% |
| Jun 30, 2026 | EP WEALTH ADVISORS, LLC | 0.28% | 211.69K | 8.41M | 197.37K | +1,377.86% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.29% | 221.62K | 8.81M | -456.2K | -67.30% |
| Jun 30, 2026 | SIMON QUICK ADVISORS, LLC | 0.31% | 237.03K | 9.42M | -1.16K | -0.49% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.33% | 251.16K | 9.98M | -100.73K | -28.62% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.37% | 280.74K | 11.16M | 270.8K | +2,722.66% |
| Jun 30, 2026 | BANK OF MONTREAL /CAN/ | 0.36% | 273.33K | 10.86M | -56.17K | -17.05% |
| Jun 30, 2026 | ARVEST INVESTMENTS, INC. | 0.27% | 206.36K | 8.2M | 8.07K | +4.07% |
| Jun 30, 2026 | BROWN ADVISORY INC | 0.19% | 143.14K | 5.69M | 143.14K | +100.00% |
| Jun 30, 2026 | ARVEST BANK TRUST DIVISION | 0.66% | 501.11K | 19.92M | -4.98K | -0.98% |
| Jun 30, 2026 | PRINCIPAL FINANCIAL GROUP INC | 0.77% | 589.47K | 23.43M | -72.15K | -10.91% |
| Jun 30, 2026 | MORGAN STANLEY | 11.02% | 8.4M | 333.86M | 703.26K | +9.14% |
| Mar 31, 2026 | JANUS HENDERSON GROUP PLC | 0.74% | 564K | 20.41M | -210.35K | -27.17% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.46% | 351.89K | 12.73M | 272.95K | +345.78% |
| Mar 31, 2026 | AGF MANAGEMENT LTD | 0.52% | 394.63K | 14.28M | -9.76K | -2.41% |
| Mar 31, 2026 | UBS GROUP AG | 0.56% | 423.67K | 15.33M | -106.98K | -20.16% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.89% | 677.82K | 24.52M | 38.83K | +6.08% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.11% | 85.96K | 3.11M | 42.31K | +96.95% |
| Mar 31, 2026 | AVESTAR CAPITAL, LLC | 0.12% | 88.21K | 3.19M | -231.65K | -72.42% |
| Mar 31, 2026 | MITTELMAN WEALTH MANAGEMENT | 0.13% | 102.48K | 3.71M | 368 | +0.36% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.14% | 107.18K | 3.88M | 21.56K | +25.18% |
| Mar 31, 2026 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.15% | 111.3K | 4.03M | -54K | -32.67% |
| Mar 31, 2026 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.17% | 131.22K | 4.75M | 14.17K | +12.11% |
| Mar 31, 2026 | MMA ASSET MANAGEMENT LLC | 0.18% | 133.96K | 4.85M | 1.9K | +1.44% |
| Mar 31, 2026 | 0.17% | 126.03K | 4.56M | -8.41K | -6.26% | |
| Mar 31, 2026 | ATLAS CAPITAL ADVISORS LLC | 0.26% | 194.71K | 7.04M | 4.72K | +2.49% |
| Mar 31, 2026 | ARVEST INVESTMENTS, INC. | 0.26% | 198.28K | 7.17M | -885 | -0.44% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.46% | 350.6K | 12.68M | 24.06K | +7.37% |
| Mar 31, 2026 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0.64% | 487.32K | 17.63M | 78.04K | +19.07% |
| Mar 31, 2026 | ARVEST BANK TRUST DIVISION | 0.66% | 506.09K | 18.31M | -3.99K | -0.78% |
| Mar 31, 2026 | PRINCIPAL FINANCIAL GROUP INC | 0.87% | 661.62K | 23.94M | 661.62K | +100.00% |
| Mar 31, 2026 | OPES WEALTH MANAGEMENT LLC | 0.26% | 201.11K | 7.28M | 13.48K | +7.18% |
| Mar 31, 2026 | MADISON ASSET MANAGEMENT, LLC | 0.28% | 215.33K | 7.79M | -57.82K | -21.17% |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0.29% | 224.12K | 7.83M | 151.13K | +207.05% |
| Mar 31, 2026 | PARAGON CAPITAL MANAGEMENT LTD | 0.3% | 230.1K | 8.33M | 6.29K | +2.81% |
| Mar 31, 2026 | SIMON QUICK ADVISORS, LLC | 0.31% | 238.19K | 8.62M | -10.93K | -4.39% |
| Mar 31, 2026 | PRINCIPAL SECURITIES, INC. | 0.37% | 282.97K | 10.24M | 282.97K | +100.00% |
| Mar 31, 2026 | TOROSO INVESTMENTS, LLC | 0.39% | 297.2K | 10.75M | 4.03K | +1.38% |
| Mar 31, 2026 | KENSINGTON ASSET MANAGEMENT, LLC | 0.41% | 313.58K | 10.84M | 0 | 0 |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.42% | 319.26K | 11.55M | -7.51K | -2.30% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.43% | 326.82K | 11.82M | 8.9K | +2.80% |
| Mar 31, 2026 | IMPACT PARTNERSHIP WEALTH, LLC | 0.43% | 328.33K | 11.88M | 10.77K | +3.39% |
| Mar 31, 2026 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 0.43% | 328.51K | 11.89M | 328.51K | +100.00% |
| Mar 31, 2026 | RAINWATER CHARITABLE FOUNDATION | 0.43% | 328.74K | 11.89M | 0 | 0 |
| Mar 31, 2026 | BANK OF MONTREAL /CAN/ | 0.43% | 329.5K | 11.92M | 28.13K | +9.33% |
| Mar 31, 2026 | HARBOR CAPITAL ADVISORS, INC. | 0.44% | 331.73K | 12M | 38.19K | +13.01% |
| Mar 31, 2026 | AMERIPRISE FINANCIAL INC | 0.91% | 704.56K | 25.49M | 334.3K | +90.29% |
| Mar 31, 2026 | RIVERFRONT INVESTMENT GROUP, LLC | 0.98% | 747.45K | 27.04M | 70.73K | +10.45% |
| Mar 31, 2026 | CRESSET ASSET MANAGEMENT, LLC | 0.98% | 750.22K | 27.14M | 750.22K | +100.00% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 1.57% | 1.2M | 43.27M | 595.71K | +99.22% |
| Mar 31, 2026 | FRANKLIN RESOURCES INC | 3.88% | 2.96M | 107.04M | 2.95M | +37,941.40% |
| Mar 31, 2026 | FISHER ASSET MANAGEMENT, LLC | 5.39% | 4.11M | 148.63M | 4.1M | +45,877.82% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 17.97% | 13.7M | 495.54M | 1.52M | +12.45% |
| Mar 31, 2026 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.11% | 85.95K | 3.11M | 6.67K | +8.41% |
| Mar 31, 2026 | MORGAN STANLEY | 10.1% | 7.7M | 278.43M | 3.2M | +71.37% |
| Mar 31, 2026 | ZURICH INSURANCE GROUP LTD/FI | 0.22% | 170.04K | 6.15M | 8.6K | +5.33% |
| Mar 31, 2026 | ACCORDANT ADVISORY GROUP INC | 0.23% | 172.81K | 6.25M | 23.08K | +15.41% |
| Mar 31, 2026 | INNEALTA CAPITAL, LLC | 0.25% | 189.98K | 6.87M | 8.03K | +4.42% |
| Mar 31, 2026 | TRILOGY CAPITAL INC. | 0.25% | 191.21K | 6.92M | 191.21K | +100.00% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.25% | 193.31K | 6.99M | -107.28K | -35.69% |
| Mar 31, 2026 | VONTOBEL HOLDING LTD. | 0.04% | 34.1K | 1.23M | 0 | 0 |
| Mar 31, 2026 | MARINER, LLC | 0.05% | 35.05K | 1.27M | -4.7K | -11.82% |
| Mar 31, 2026 | BELPOINTE ASSET MANAGEMENT LLC | 0.05% | 36.91K | 1.34M | 16.54K | +81.15% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.07% | 51.03K | 1.85M | -875 | -1.69% |
| Mar 31, 2026 | ALMANACK INVESTMENT PARTNERS, LLC. | 0.07% | 52.74K | 1.91M | 3.12K | +6.29% |
| Mar 31, 2026 | MGO ONE SEVEN LLC | 0.07% | 54.33K | 1.97M | 40.73K | +299.30% |
| Mar 31, 2026 | ALTMAN ADVISORS, INC. | 0.08% | 57.9K | 2.09M | -282 | -0.48% |
| Mar 31, 2026 | PGIM CUSTOM HARVEST LLC | 0.08% | 61.72K | 2.23M | 4.02K | +6.97% |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.1% | 75.86K | 2.74M | 75.86K | +100.00% |
| Mar 31, 2026 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.1% | 78.59K | 2.84M | 37.15K | +89.67% |
| Mar 31, 2026 | BISON WEALTH, LLC | 0.18% | 138.19K | 5.51M | 47.76K | +52.82% |
| Mar 31, 2026 | CERCANO MANAGEMENT LLC | 0.19% | 146.61K | 5.3M | -252.43K | -63.26% |
| Dec 31, 2025 | COMERICA BANK | 0.06% | 39.03K | 1.34M | 1.41K | +3.75% |
| Dec 31, 2025 | COLONY GROUP, LLC | 0.05% | 36.76K | 1.27M | 36.76K | +100.00% |
| Dec 31, 2025 | INNEALTA CAPITAL, LLC | 0.27% | 181.94K | 6.27M | -23.95K | -11.63% |
| Dec 31, 2025 | VIRTUS FAMILY OFFICE LLC | 0.05% | 35.23K | 1.21M | 2.39K | +7.28% |
| Dec 31, 2025 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.06% | 41.44K | 1.43M | 343 | +0.83% |
| Dec 31, 2025 | CWM, LLC | 0.06% | 43.46K | 1.5M | 7.84K | +22.02% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 43.64K | 1.5M | 754 | +1.76% |
| Dec 31, 2025 | ALMANACK INVESTMENT PARTNERS, LLC. | 0.07% | 49.61K | 1.71M | 20.9K | +72.79% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.47% | 317.91K | 10.95M | 7.27K | +2.34% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.48% | 326.54K | 11.25M | -5.15K | -1.55% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.48% | 326.77K | 11.26M | -10.42K | -3.09% |
| Dec 31, 2025 | RAINWATER CHARITABLE FOUNDATION | 0.48% | 328.74K | 11.33M | 0 | 0 |
| Dec 31, 2025 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 0.6% | 409.28K | 14.1M | 409.28K | +100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 17.81% | 12.18M | 419.62M | 344.14K | +2.91% |
| Dec 31, 2025 | OPES WEALTH MANAGEMENT LLC | 0.27% | 187.64K | 6.46M | 1.06K | +0.57% |
| Dec 31, 2025 | ATLAS CAPITAL ADVISORS LLC | 0.28% | 189.99K | 6.55M | 189.99K | +100.00% |
| Dec 31, 2025 | ARVEST INVESTMENTS, INC. | 0.29% | 199.17K | 6.86M | -2.06K | -1.03% |
| Dec 31, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.33% | 223.82K | 7.71M | 2.54K | +1.15% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.44% | 300.58K | 10.36M | 106.55K | +54.91% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.11% | 72.99K | 2.51M | 1.15K | +1.59% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.12% | 78.94K | 2.72M | -653 | -0.82% |
| Dec 31, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.12% | 79.28K | 2.73M | 2.04K | +2.64% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.13% | 85.61K | 2.95M | 6.61K | +8.37% |
| Dec 31, 2025 | MITTELMAN WEALTH MANAGEMENT | 0.15% | 102.11K | 3.52M | 714 | +0.70% |
| Dec 31, 2025 | ZURICH INSURANCE GROUP LTD/FI | 0.24% | 161.44K | 5.58M | 94.28K | +140.36% |
| Dec 31, 2025 | QUADRATURE CAPITAL LTD | 0.48% | 328.18K | 11.31M | 328.18K | +100.00% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.54% | 370.26K | 12.75M | 33.81K | +10.05% |
| Dec 31, 2025 | MARINER, LLC | 0.06% | 39.75K | 1.37M | -3.61K | -8.32% |
| Dec 31, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.24% | 165.3K | 5.69M | 89.5K | +118.07% |
| Dec 31, 2025 | ACCORDANT ADVISORY GROUP INC | 0.22% | 149.73K | 5.16M | -107 | -0.07% |
| Dec 31, 2025 | 0.2% | 134.44K | 4.63M | 134.44K | +100.00% | |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.44% | 301.38K | 10.38M | -39.39K | -11.56% |
| Dec 31, 2025 | SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 0.1% | 67.43K | 2.32M | 9K | +15.40% |
| Dec 31, 2025 | EMPOWERED FUNDS, LLC | 0.66% | 454.65K | 15.66M | 239.23K | +111.05% |
| Dec 31, 2025 | ARVEST BANK TRUST DIVISION | 0.75% | 510.08K | 17.57M | -6.75K | -1.31% |
| Dec 31, 2025 | UBS GROUP AG | 0.78% | 530.64K | 18.28M | 323.51K | +156.18% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.88% | 600.39K | 20.68M | -61.42K | -9.28% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.08% | 51.91K | 1.79M | 69 | +0.13% |
| Dec 31, 2025 | EVOKE WEALTH, LLC | 0.08% | 52.57K | 1.81M | 0 | 0 |
| Dec 31, 2025 | PGIM CUSTOM HARVEST LLC | 0.08% | 57.7K | 1.99M | 7.28K | +14.44% |
| Dec 31, 2025 | ALTMAN ADVISORS, INC. | 0.09% | 58.18K | 2M | 393 | +0.68% |
| Dec 31, 2025 | AGF MANAGEMENT LTD | 0.59% | 404.39K | 13.93M | 2.51K | +0.62% |
| Dec 31, 2025 | JANUS HENDERSON GROUP PLC | 1.14% | 774.35K | 26.68M | 5.78K | +0.75% |
| Dec 31, 2025 | BISON WEALTH, LLC | 0.13% | 90.43K | 3.14M | -49.85K | -35.54% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.05% | 31.59K | 1.09M | 31.59K | +100.00% |
| Dec 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.05% | 32.45K | 1.12M | 381 | +1.19% |
| Dec 31, 2025 | VONTOBEL HOLDING LTD. | 0.05% | 34.1K | 1.17M | -97K | -73.99% |
| Dec 31, 2025 | PRINCIPIA WEALTH ADVISORY, LLC | 0.05% | 34.54K | 1.19M | 11.55K | +50.22% |
| Dec 31, 2025 | AVESTAR CAPITAL, LLC | 0.47% | 319.86K | 11.02M | 14.99K | +4.92% |
| Dec 31, 2025 | CERCANO MANAGEMENT LLC | 0.58% | 399.04K | 13.75M | 0 | 0 |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.94% | 638.99K | 22.01M | -37.29K | -5.51% |
| Dec 31, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 0.99% | 676.72K | 23.31M | 17.06K | +2.59% |
| Dec 31, 2025 | MORGAN STANLEY | 6.57% | 4.49M | 154.71M | 16.82K | +0.38% |
| Dec 31, 2025 | SIMON QUICK ADVISORS, LLC | 0.36% | 249.12K | 8.58M | -621 | -0.25% |
| Dec 31, 2025 | FLOW TRADERS U.S. LLC | 0.43% | 293.12K | 10.1M | 293.12K | +100.00% |
| Dec 31, 2025 | HARBOR CAPITAL ADVISORS, INC. | 0.43% | 293.55K | 10.11M | 293.55K | +100.00% |
| Dec 31, 2025 | KENSINGTON ASSET MANAGEMENT, LLC | 0.46% | 313.58K | 10.84M | 147.14K | +88.41% |
| Dec 31, 2025 | IMPACT PARTNERSHIP WEALTH, LLC | 0.46% | 317.56K | 10.94M | 20.15K | +6.77% |
| Dec 31, 2025 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.17% | 117.04K | 4.03M | 24.68K | +26.72% |
| Dec 31, 2025 | MMA ASSET MANAGEMENT LLC | 0.19% | 132.06K | 4.55M | 4.24K | +3.32% |
| Dec 31, 2025 | MADISON ASSET MANAGEMENT, LLC | 0.4% | 273.15K | 9.41M | -4.33K | -1.56% |
| Dec 31, 2025 | TOROSO INVESTMENTS, LLC | 0.43% | 293.17K | 10.1M | 15.4K | +5.54% |
| Sep 30, 2025 | EVOKE WEALTH, LLC | 0.08% | 52.57K | 1.82M | 0 | 0 |
| Sep 30, 2025 | BELPOINTE ASSET MANAGEMENT LLC | 0.04% | 30.9K | 1.07M | 11.08K | +55.90% |
| Sep 30, 2025 | GENERAL PARTNER, INC. | 0.04% | 30.3K | 1.05M | 0 | 0 |
| Sep 30, 2025 | ALMANACK INVESTMENT PARTNERS, LLC. | 0.04% | 28.71K | 992.32K | -1.76K | -5.78% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.04% | 26.2K | 922.38K | 597 | +2.33% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.03% | 23.63K | 816.52K | -8.32K | -26.04% |
| Sep 30, 2025 | CRUX WEALTH ADVISORS | 0.03% | 23.13K | 799.33K | -557 | -2.35% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.03% | 22.93K | 792.46K | 40 | +0.17% |
| Sep 30, 2025 | WESCAP MANAGEMENT GROUP, INC. | 0.03% | 18.04K | 623.57K | -55 | -0.30% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 0.02% | 16.4K | 566.92K | 439 | +2.75% |
| Sep 30, 2025 | WEALTHFRONT ADVISERS LLC | 0.02% | 16.35K | 565.13K | 871 | +5.63% |
| Sep 30, 2025 | CHAPMAN FINANCIAL GROUP, LLC | 0.02% | 15.43K | 533.09K | 0 | 0 |
| Sep 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.02% | 14.62K | 505.38K | 875 | +6.36% |
| Sep 30, 2025 | BOLTWOOD CAPITAL MANAGEMENT | 0.02% | 12.2K | 421.63K | 0 | 0 |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.02% | 12.17K | 420.66K | 836 | +7.37% |
| Sep 30, 2025 | INSPIRE ADVISORS, LLC | 0.02% | 11.68K | 403.5K | -25.73K | -68.79% |
| Sep 30, 2025 | OPES WEALTH MANAGEMENT LLC | 0.27% | 186.58K | 6.45M | 874 | +0.47% |
| Sep 30, 2025 | CWM, LLC | 0.05% | 35.62K | 1.23M | 23.97K | +205.70% |
| Sep 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.05% | 34.16K | 1.18M | -1.26K | -3.55% |
| Sep 30, 2025 | VIRTUS FAMILY OFFICE LLC | 0.05% | 32.84K | 1.13M | 15.04K | +84.50% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 16.88% | 11.84M | 409.07M | 476.7K | +4.20% |
| Sep 30, 2025 | MORGAN STANLEY | 6.38% | 4.47M | 154.62M | 32.94K | +0.74% |
| Sep 30, 2025 | JANUS HENDERSON GROUP PLC | 1.1% | 768.57K | 26.56M | -52K | -6.34% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.96% | 676.28K | 23.37M | -190.95K | -22.02% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.94% | 661.81K | 22.87M | 2.05K | +0.31% |
| Sep 30, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 0.94% | 659.66K | 22.92M | 26.7K | +4.22% |
| Sep 30, 2025 | ARVEST BANK TRUST DIVISION | 0.74% | 516.83K | 17.86M | -13.53K | -2.55% |
| Sep 30, 2025 | AGF MANAGEMENT LTD | 0.57% | 401.88K | 13.89M | -28.25K | -6.57% |
| Sep 30, 2025 | CERCANO MANAGEMENT LLC | 0.57% | 399.04K | 13.79M | 399.04K | +100.00% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.49% | 340.77K | 11.78M | -321.4K | -48.54% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.48% | 337.18K | 11.64M | 317.42K | +1,605.88% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.48% | 336.45K | 11.62M | 87.18K | +34.97% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.47% | 331.7K | 11.46M | 18.54K | +5.92% |
| Sep 30, 2025 | RAINWATER CHARITABLE FOUNDATION | 0.47% | 328.74K | 11.36M | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.44% | 310.64K | 10.74M | -826 | -0.27% |
| Sep 30, 2025 | AVESTAR CAPITAL, LLC | 0.43% | 304.87K | 10.54M | -17.01K | -5.28% |
| Sep 30, 2025 | IMPACT PARTNERSHIP WEALTH, LLC | 0.42% | 297.41K | 10.28M | 35.27K | +13.46% |
| Sep 30, 2025 | TOROSO INVESTMENTS, LLC | 0.4% | 277.77K | 9.6M | 141.45K | +103.76% |
| Sep 30, 2025 | MADISON ASSET MANAGEMENT, LLC | 0.4% | 277.49K | 9.59M | -118.75K | -29.97% |
| Sep 30, 2025 | SIMON QUICK ADVISORS, LLC | 0.36% | 249.74K | 8.63M | 435 | +0.17% |
| Sep 30, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.32% | 221.28K | 7.65M | 69.07K | +45.38% |
| Sep 30, 2025 | EMPOWERED FUNDS, LLC | 0.31% | 215.42K | 7.44M | -15.27K | -6.62% |
| Sep 30, 2025 | UBS GROUP AG | 0.3% | 207.14K | 7.16M | -64.44K | -23.73% |
| Sep 30, 2025 | INNEALTA CAPITAL, LLC | 0.29% | 205.89K | 7.12M | -14.14K | -6.43% |
| Sep 30, 2025 | ARVEST INVESTMENTS, INC. | 0.29% | 201.23K | 6.95M | -3.8K | -1.85% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.28% | 194.03K | 6.71M | 19.16K | +10.96% |
| Sep 30, 2025 | KENSINGTON ASSET MANAGEMENT, LLC | 0.24% | 166.44K | 5.75M | 46.27K | +38.50% |
| Sep 30, 2025 | ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.23% | 160.96K | 5.56M | 160.96K | +100.00% |
| Sep 30, 2025 | ACCORDANT ADVISORY GROUP INC | 0.21% | 149.84K | 5.18M | 29.87K | +24.90% |
| Sep 30, 2025 | BISON WEALTH, LLC | 0.2% | 140.29K | 5.01M | -29.08K | -17.17% |
| Sep 30, 2025 | VONTOBEL HOLDING LTD. | 0.19% | 131.1K | 4.53M | -13K | -9.02% |
| Sep 30, 2025 | MMA ASSET MANAGEMENT LLC | 0.18% | 127.82K | 4.42M | -18.86K | -12.86% |
| Sep 30, 2025 | MITTELMAN WEALTH MANAGEMENT | 0.14% | 101.39K | 3.5M | -7K | -6.46% |
| Sep 30, 2025 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.13% | 92.36K | 3.19M | 4.55K | +5.18% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.11% | 79.59K | 2.75M | 4.12K | +5.45% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.11% | 79K | 2.73M | -2.8K | -3.43% |
| Sep 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.11% | 77.24K | 2.67M | 48.62K | +169.82% |
| Sep 30, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.11% | 75.8K | 2.62M | 75.8K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.1% | 71.85K | 2.48M | 231 | +0.32% |
| Sep 30, 2025 | ZURICH INSURANCE GROUP LTD/FI | 0.1% | 67.17K | 2.36M | 67.17K | +100.00% |
| Sep 30, 2025 | SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 0.08% | 58.43K | 2.02M | 210 | +0.36% |
| Sep 30, 2025 | ALTMAN ADVISORS, INC. | 0.08% | 57.79K | 2M | 354 | +0.62% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.07% | 51.84K | 1.79M | -299 | -0.57% |
| Sep 30, 2025 | PGIM CUSTOM HARVEST LLC | 0.07% | 50.41K | 1.74M | 262 | +0.52% |
| Sep 30, 2025 | MARINER, LLC | 0.06% | 43.35K | 1.5M | -3.97K | -8.38% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.06% | 42.89K | 1.48M | -353 | -0.82% |
| Sep 30, 2025 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.06% | 41.09K | 1.42M | -313 | -0.76% |
| Sep 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.05% | 38.22K | 1.32M | -386 | -1.00% |
| Sep 30, 2025 | COMERICA BANK | 0.05% | 37.61K | 1.3M | 636 | +1.72% |
| Jun 30, 2025 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.04% | 24.39K | 784.07K | -930.6K | -97.45% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.04% | 25.61K | 820.2K | 5.43K | +26.92% |
| Jun 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.05% | 28.63K | 920.39K | -42.09K | -59.52% |
| Jun 30, 2025 | GENERAL PARTNER, INC. | 0.05% | 30.3K | 973.98K | 0 | 0 |
| Jun 30, 2025 | WINNOW WEALTH LLC | 0.19% | 119.97K | 3.86M | 119.97K | +100.00% |
| Jun 30, 2025 | BISON WEALTH, LLC | 0.27% | 169.37K | 5.27M | 169.37K | +100.00% |
| Jun 30, 2025 | OPES WEALTH MANAGEMENT LLC | 0.29% | 185.71K | 5.97M | 9.85K | +5.60% |
| Jun 30, 2025 | ARVEST INVESTMENTS, INC. | 0.32% | 205.03K | 6.59M | -4.17K | -1.99% |
| Jun 30, 2025 | ATLAS CAPITAL ADVISORS LLC | 0.33% | 206.78K | 6.65M | -13.83K | -6.27% |
| Jun 30, 2025 | INNEALTA CAPITAL, LLC | 0.35% | 220.03K | 7.07M | -46.46K | -17.43% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.39% | 249.27K | 8.01M | -158.45K | -38.86% |
| Jun 30, 2025 | SIMON QUICK ADVISORS, LLC | 0.39% | 249.31K | 8.02M | 249.31K | +100.00% |
| Jun 30, 2025 | IMPACT PARTNERSHIP WEALTH, LLC | 0.41% | 262.14K | 8.43M | 9.1K | +3.60% |
| Jun 30, 2025 | UBS GROUP AG | 0.43% | 271.58K | 8.73M | -113.94K | -29.55% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.49% | 311.47K | 10.01M | -8.8K | -2.75% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.49% | 313.15K | 10.07M | 1.56K | +0.50% |
| Jun 30, 2025 | AVESTAR CAPITAL, LLC | 0.51% | 321.88K | 10.35M | 321.88K | +100.00% |
| Jun 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.55% | 347.38K | 11.17M | -30.83K | -8.15% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.04% | 659.76K | 21.21M | 86 | +0.01% |
| Jun 30, 2025 | BANK OF MONTREAL /CAN/ | 1.05% | 662.17K | 21.29M | 491.53K | +288.04% |
| Jun 30, 2025 | JANUS HENDERSON GROUP PLC | 1.3% | 820.57K | 26.38M | -54.55K | -6.23% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 1.37% | 867.23K | 27.88M | -126.19K | -12.70% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.26% | 165.02K | 5.31B | 165.02K | +100.00% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.38% | 243.38K | 7.82B | 243.38K | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 17.93% | 11.36M | 365.21M | -72.83K | -0.64% |
| Jun 30, 2025 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.14% | 87.82K | 2.82M | 3.48K | +4.13% |
| Jun 30, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.51% | 321.98K | 10.35M | -3.25K | -1.00% |
| Jun 30, 2025 | RAINWATER CHARITABLE FOUNDATION | 0.52% | 328.74K | 10.57M | 0 | 0 |
| Jun 30, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.24% | 152.21K | 4.89M | 82.5K | +118.35% |
| Jun 30, 2025 | MMA ASSET MANAGEMENT LLC | 0.23% | 146.68K | 4.72M | 146.68K | +100.00% |
| Jun 30, 2025 | VONTOBEL HOLDING LTD. | 0.23% | 144.1K | 4.63M | -9K | -5.88% |
| Jun 30, 2025 | TOROSO INVESTMENTS, LLC | 0.22% | 136.33K | 4.38M | 15.59K | +12.91% |
| Jun 30, 2025 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.08% | 51.42K | 1.65M | 4.45K | +9.47% |
| Jun 30, 2025 | ALTMAN ADVISORS, INC. | 0.09% | 57.43K | 1.84M | 2.13K | +3.86% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.11% | 67.03K | 2.15M | 67.03K | +100.00% |
| Jun 30, 2025 | SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) | 0.09% | 58.22K | 1.87M | 58.22K | +100.00% |
| Jun 30, 2025 | EVOKE WEALTH, LLC | 0.08% | 52.57K | 1.69M | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 7.01% | 4.44M | 142.78B | 293.24K | +7.07% |
| Jun 30, 2025 | EMPOWERED FUNDS, LLC | 0.36% | 230.69K | 7.42M | -25.48K | -9.94% |
| Jun 30, 2025 | ACCORDANT ADVISORY GROUP INC | 0.19% | 119.97K | 3.86M | 119.97K | +100.00% |
| Jun 30, 2025 | 0.19% | 119.97K | 3.86M | 119.97K | +100.00% | |
| Jun 30, 2025 | MITTELMAN WEALTH MANAGEMENT | 0.17% | 108.4K | 3.48M | 12.93K | +13.55% |
| Jun 30, 2025 | MARINER, LLC | 0.07% | 47.32K | 1.52M | 167 | +0.35% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.07% | 43.24K | 1.39M | 10.27K | +31.16% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.11% | 71.62K | 2.3M | 39.88K | +125.63% |
| Jun 30, 2025 | INSPIRE ADVISORS, LLC | 0.06% | 37.41K | 1.2M | 17.43K | +87.22% |
| Jun 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.06% | 35.42K | 1.14M | -254 | -0.71% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.06% | 34.94K | 1.12M | 34.94K | +100.00% |
| Jun 30, 2025 | FLOW TRADERS U.S. LLC | 0.05% | 32.8K | 1.06M | 32.8K | +100.00% |
| Jun 30, 2025 | D. E. SHAW & CO., INC. | 0.05% | 32.44K | 1.04B | 32.44K | +100.00% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.05% | 31.95K | 1.03M | 554 | +1.76% |
| Jun 30, 2025 | ALMANACK INVESTMENT PARTNERS, LLC. | 0.05% | 30.48K | 979.77K | 1.27K | +4.33% |
| Jun 30, 2025 | ARVEST BANK TRUST DIVISION | 0.84% | 530.36K | 17.05M | -4.87K | -0.91% |
| Jun 30, 2025 | MADISON ASSET MANAGEMENT, LLC | 0.63% | 396.24K | 12.74M | -274.76K | -40.95% |
| Jun 30, 2025 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.07% | 41.41K | 1.33M | 41.41K | +100.00% |
| Jun 30, 2025 | KENSINGTON ASSET MANAGEMENT, LLC | 0.19% | 120.17K | 3.86M | 120.17K | +100.00% |
| Jun 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.06% | 38.61K | 1.24M | -684 | -1.74% |
| Jun 30, 2025 | PGIM CUSTOM HARVEST LLC | 0.08% | 50.15K | 1.61M | 15.36K | +44.17% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.08% | 52.14K | 1.68M | -116 | -0.22% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.12% | 75.47K | 2.43M | -1.81K | -2.34% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.13% | 81.81K | 2.63M | 8.76K | +12.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.28% | 174.87K | 5.62M | 33.17K | +23.41% |
| Jun 30, 2025 | GTS SECURITIES LLC | 0.51% | 324.65K | 10.44M | 324.65K | +100.00% |
| Jun 30, 2025 | AGF MANAGEMENT LTD | 0.68% | 430.13K | 13.83M | 27.05K | +6.71% |
| Jun 30, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 1% | 632.96K | 20.35M | 18.44K | +3.00% |
| Mar 31, 2025 | ARVEST BANK TRUST DIVISION | 0.8% | 535.23K | 15.74M | -3.3K | -0.61% |
| Mar 31, 2025 | ATLAS CAPITAL ADVISORS LLC | 0.33% | 220.61K | 6.49M | 64.69K | +41.49% |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.11% | 73.04K | 2.15M | -9.8K | -11.83% |
| Mar 31, 2025 | VONTOBEL HOLDING LTD. | 0.23% | 153.1K | 4.5M | -24.08K | -13.59% |
| Mar 31, 2025 | INNEALTA CAPITAL, LLC | 0.4% | 266.49K | 7.83M | 47.03K | +21.43% |
| Mar 31, 2025 | IMPACT PARTNERSHIP WEALTH, LLC | 0.38% | 253.04K | 7.44M | -79.14K | -23.82% |
| Mar 31, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.52% | 346.16K | 10.18M | 0 | 0 |
| Mar 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.56% | 378.21K | 11.16M | -730.69K | -65.89% |
| Mar 31, 2025 | UBS GROUP AG | 0.57% | 385.51K | 11.33M | -1.02M | -72.49% |
| Mar 31, 2025 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.13% | 84.33K | 2.48M | 10.68K | +14.50% |
| Mar 31, 2025 | MITTELMAN WEALTH MANAGEMENT | 0.14% | 95.46K | 2.81M | 4.47K | +4.92% |
| Mar 31, 2025 | TOROSO INVESTMENTS, LLC | 0.18% | 120.74K | 3.55M | 120.74K | +100.00% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.21% | 141.7K | 4.17M | -94K | -39.88% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.46% | 311.59K | 9.16M | 49.97K | +19.10% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.48% | 320.27K | 9.42M | -24.99K | -7.24% |
| Mar 31, 2025 | RAINWATER CHARITABLE FOUNDATION | 0.49% | 328.74K | 9.67M | 0 | 0 |
| Mar 31, 2025 | COMPASS FINANCIAL GROUP, INC. | 0.38% | 257.12K | 7.56M | 3.18K | +1.25% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.98% | 659.67K | 19.39M | 57.93K | +9.63% |
| Mar 31, 2025 | TOWNSQUARE CAPITAL LLC | 0.05% | 36.6K | 1.08M | -5.09K | -12.20% |
| Mar 31, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.06% | 39.29K | 1.16M | 1.6K | +4.25% |
| Mar 31, 2025 | ALTMAN ADVISORS, INC. | 0.08% | 55.3K | 1.69M | 1.84K | +3.44% |
| Mar 31, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.1% | 69.71K | 2.05M | -8.71K | -11.11% |
| Mar 31, 2025 | PROQUILITY PRIVATE WEALTH PARTNERS, LLC | 0.36% | 242.85K | 7.14M | 74.08K | +43.90% |
| Mar 31, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.49% | 325.23K | 9.56M | -4.83K | -1.46% |
| Mar 31, 2025 | AGF MANAGEMENT LTD | 0.6% | 403.08K | 11.85M | -7.03K | -1.71% |
| Mar 31, 2025 | FRANKLIN RESOURCES INC | 0.61% | 407.55K | 11.98M | 270.03K | +196.35% |
| Mar 31, 2025 | ALASKA PERMANENT FUND CORP | 0.86% | 580K | 17.72M | 0 | 0 |
| Mar 31, 2025 | MADISON ASSET MANAGEMENT, LLC | 1% | 670.99K | 19.73M | -22.41K | -3.23% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 17.05% | 11.43M | 336.12M | 535.61K | +4.92% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.08% | 52.25K | 1.54M | 635 | +1.23% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 1.48% | 993.42K | 29.21M | -21.51K | -2.12% |
| Mar 31, 2025 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 1.42% | 954.98K | 28.08M | 954.98K | +100.00% |
| Mar 31, 2025 | EMPOWERED FUNDS, LLC | 0.38% | 256.16K | 7.53M | 256.16K | +100.00% |
| Mar 31, 2025 | BANK OF MONTREAL /CAN/ | 0.25% | 170.64K | 5.02M | 53.78K | +46.01% |
| Mar 31, 2025 | EVOKE WEALTH, LLC | 0.08% | 52.57K | 1.55M | 0 | 0 |
| Mar 31, 2025 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.07% | 46.97K | 1.38M | 2.09K | +4.67% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.05% | 32.97K | 969.32K | -34.34K | -51.02% |
| Mar 31, 2025 | MORGAN STANLEY | 6.18% | 4.15M | 121.94M | 132.65K | +3.30% |
| Mar 31, 2025 | EP WEALTH ADVISORS, LLC | 0.44% | 297.94K | 8.76M | -39.67K | -11.75% |
| Mar 31, 2025 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 0.34% | 228.55K | 6.72M | 0 | 0 |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.12% | 77.28K | 2.27M | -290 | -0.37% |
| Mar 31, 2025 | JANUS HENDERSON GROUP PLC | 1.3% | 875.12K | 25.95M | 34.89K | +4.15% |
| Mar 31, 2025 | ARVEST INVESTMENTS, INC. | 0.31% | 209.2K | 6.15M | 791 | +0.38% |
| Mar 31, 2025 | OPES WEALTH MANAGEMENT LLC | 0.26% | 175.86K | 5.17M | 8.96K | +5.37% |
| Mar 31, 2025 | PGIM CUSTOM HARVEST LLC | 0.05% | 34.79K | 1.02M | 3.58K | +11.45% |
| Mar 31, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.05% | 35.68K | 1.05M | 35.68K | +100.00% |
| Mar 31, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.11% | 70.71K | 2.08M | 28.17K | +66.23% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.61% | 407.72K | 11.98M | -43.41K | -9.62% |
| Mar 31, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 0.92% | 614.53K | 18.07M | 59.26K | +10.67% |
| Mar 31, 2025 | MARINER, LLC | 0.07% | 47.15K | 1.39M | 47.15K | +100.00% |
| Mar 31, 2024 | PACIFIC FINANCIAL GROUP INC | 0.08% | 50.97K | 1.58M | -2.3K | -4.31% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.08% | 53.9K | 1.67M | 53.9K | +100.00% |
| Mar 31, 2024 | ARVEST TRUST CO N A | 0.81% | 520.16K | 16.14M | 14.19K | +2.80% |
| Mar 31, 2024 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 0.91% | 585.79K | 17.14M | -1M | -63.08% |
| Mar 31, 2024 | MADISON ASSET MANAGEMENT, LLC | 0.94% | 602.09K | 18.68M | 17.83K | +3.05% |
| Mar 31, 2024 | MAIN MANAGEMENT ETF ADVISORS, LLC | 0.95% | 613.05K | 19.02M | 5.98K | +0.98% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.01% | 648.36K | 20.12M | 21.13K | +3.37% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 1.26% | 810.42K | 25.15M | 469.73K | +137.88% |
| Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.24% | 1.45M | 44.85M | 1.45M | +100.00% |
| Mar 31, 2024 | UBS GROUP AG | 2.26% | 1.46M | 45.2M | 115.1K | +8.58% |
| Mar 31, 2024 | CI INVESTMENTS INC. | 6.2% | 3.99M | 123.8M | -2.11M | -34.60% |
| Mar 31, 2024 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.12% | 78.65K | 2.44M | 5.28K | +7.20% |
| Mar 31, 2024 | VONTOBEL HOLDING LTD. | 0.13% | 81.3K | 2.52M | -10K | -10.95% |
| Mar 31, 2024 | VONTOBEL ASSET MANAGEMENT INC | 0.13% | 81.3K | 2.52M | -10K | -10.95% |
| Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.13% | 83.48K | 2.59M | -6.47K | -7.19% |
| Mar 31, 2024 | 3EDGE ASSET MANAGEMENT, LP | 0.13% | 85.69K | 2.66M | 17.77K | +26.17% |
| Mar 31, 2024 | ALMANACK INVESTMENT PARTNERS, LLC. | 0.1% | 63.03K | 1.96M | 42.8K | +211.52% |
| Mar 31, 2024 | PROQUILITY PRIVATE WEALTH PARTNERS, LLC | 0.28% | 177.13K | 5.5M | 13.49K | +8.25% |
| Mar 31, 2024 | ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.3% | 194.56K | 6.04M | 2.86K | +1.49% |
| Mar 31, 2024 | IMPACT PARTNERSHIP WEALTH, LLC | 0.3% | 194.59K | 6.04M | -27.05K | -12.20% |
| Mar 31, 2024 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0.33% | 211.62K | 6.57M | 10.4K | +5.17% |
| Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.33% | 213.66K | 6.65M | 102.57K | +92.33% |
| Mar 31, 2024 | ARVEST INVESTMENTS, INC. | 0.34% | 216.62K | 6.72M | -5.87K | -2.64% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.34% | 222.19K | 6.89M | -2.5K | -1.11% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.37% | 237.18K | 7.36M | 28.68K | +13.76% |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.38% | 241.85K | 7.5M | 241.65K | +120,825.50% |
| Mar 31, 2024 | CONNABLE OFFICE INC | 0.39% | 249.74K | 7.75M | 10.34K | +4.32% |
| Mar 31, 2024 | KENSINGTON ASSET MANAGEMENT, LLC | 0.4% | 259.56K | 8.05M | 121.47K | +87.96% |
| Mar 31, 2024 | BISON WEALTH, LLC | 0.44% | 284.23K | 8.82M | -12.02K | -4.06% |
| Mar 31, 2024 | INNEALTA CAPITAL, LLC | 0.46% | 297.86K | 9.24M | 68.82K | +30.05% |
| Mar 31, 2024 | TOWNSQUARE CAPITAL LLC | 0.11% | 71.13K | 2.21M | 3.66K | +5.43% |
| Mar 31, 2024 | PARAGON CAPITAL MANAGEMENT LTD | 0.12% | 75.7K | 2.35M | 2.6K | +3.56% |
| Mar 31, 2024 | LAZARD ASSET MANAGEMENT LLC | 0.12% | 76.72K | 2.38M | -2.26K | -2.87% |
| Mar 31, 2024 | LIQUID STRATEGIES, LLC | 0.4% | 259.56K | 8.05M | 121.47K | +87.96% |
| Mar 31, 2024 | EMPOWERED FUNDS, LLC | 0.93% | 597.92K | 18.55M | 597.92K | +100.00% |
| Mar 31, 2024 | JANUS HENDERSON GROUP PLC | 1.42% | 911.07K | 28.27M | 3.39K | +0.37% |
| Mar 31, 2024 | FRANKLIN RESOURCES INC | 0.48% | 306.53K | 9.51M | 204.35K | +200.00% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 10.29% | 6.63M | 205.79M | 38.75K | +0.59% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.15% | 94.17K | 2.92M | 22.04K | +30.55% |
| Mar 31, 2024 | FIRST TRUST BANK, LTD. | 0.53% | 339K | 10.52M | 0 | 0 |
| Mar 31, 2024 | AGF MANAGEMENT LTD | 0.66% | 422.71K | 13.12M | -678 | -0.16% |
| Mar 31, 2024 | ALASKA PERMANENT FUND CORP | 0.69% | 444K | 13.78M | 0 | 0 |
| Mar 31, 2024 | MITTELMAN WEALTH MANAGEMENT | 0.16% | 102.43K | 3.18M | 102.43K | +100.00% |
| Mar 31, 2024 | OPES WEALTH MANAGEMENT LLC | 0.2% | 127.69K | 3.96M | 127.69K | +100.00% |
| Mar 31, 2024 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.1% | 64.14K | 1.99M | 64.14K | +100.00% |
| Mar 31, 2024 | NORDEN GROUP LLC | 0.11% | 68.17K | 2.12M | 68.17K | +100.00% |
| Mar 31, 2024 | MORGAN STANLEY | 5.9% | 3.8M | 118.02M | 1.28M | +50.76% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.53% | 338.31K | 10.5M | 338.31K | +100.00% |
| Mar 31, 2024 | NATIONAL BANK OF CANADA /FI/ | 0.65% | 418.52K | 12.41M | 56.92K | +15.74% |
| Mar 31, 2024 | ATLAS CAPITAL ADVISORS LLC | 0.11% | 69.52K | 2.16M | 31.54K | +83.05% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.06% | 38.6K | 1.2M | 38.6K | +100.00% |
| Mar 31, 2024 | GRANGER MANAGEMENT LLC | 0.07% | 42.96K | 1.33M | 42.96K | +100.00% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 4.28% | 2.76M | 85.71M | -955.93K | -25.73% |
| Mar 31, 2024 | BELPOINTE ASSET MANAGEMENT LLC | 0.07% | 45.12K | 1.4M | 27.12K | +150.63% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.08% | 49.24K | 1.53M | -1.29K | -2.55% |
| Mar 31, 2024 | LEAVELL INVESTMENT MANAGEMENT, INC. | 0.08% | 50.47K | 1.57M | 8.61K | +20.57% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.21% | 135.07K | 4.19M | 12.61K | +10.30% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.23% | 145.48K | 4.51M | 145.48K | +100.00% |
| Mar 31, 2024 | NEWEDGE WEALTH, LLC | 0.25% | 161.5K | 4.82M | 161.5K | +100.00% |
| Mar 31, 2024 | RIVERFRONT INVESTMENT GROUP, LLC | 0.69% | 447.01K | 13.87M | 98.84K | +28.39% |
| Mar 31, 2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0.78% | 501.49K | 15.56M | 501.49K | +100.00% |
| Dec 31, 2023 | MAIN MANAGEMENT ETF ADVISORS, LLC | 1.04% | 607.07K | 16.99M | 134.44K | +28.44% |
| Dec 31, 2023 | ARVEST TRUST CO N A | 0.87% | 505.97K | 14.16M | 8.43K | +1.69% |
| Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.84% | 491.04K | 13.97M | -89.21K | -15.37% |
| Dec 31, 2023 | ALASKA PERMANENT FUND CORP | 0.76% | 444K | 12.43M | 0 | 0 |
| Dec 31, 2023 | AGF MANAGEMENT LTD | 0.73% | 423.38K | 11.85M | -5.16K | -1.20% |
| Dec 31, 2023 | KENSINGTON ASSET MANAGEMENT, LLC | 0.24% | 138.09K | 3.87M | 138.09K | +100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.21% | 122.46K | 3.43M | -71.98K | -37.02% |
| Dec 31, 2023 | BANK OF MONTREAL /CAN/ | 0.19% | 111.09K | 3.11M | 111.09K | +100.00% |
| Dec 31, 2023 | FRANKLIN RESOURCES INC | 0.18% | 102.18K | 2.86M | -110.01K | -51.85% |
| Dec 31, 2023 | VONTOBEL HOLDING LTD. | 0.16% | 91.3K | 2.56M | 10K | +12.30% |
| Dec 31, 2023 | VONTOBEL ASSET MANAGEMENT INC | 0.16% | 91.3K | 2.55M | 10K | +12.30% |
| Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.15% | 89.95K | 2.52M | -9.73K | -9.76% |
| Dec 31, 2023 | WALLACE ADVISORY GROUP, LLC | 0.15% | 89.75K | 2.37M | 25.24K | +39.12% |
| Dec 31, 2023 | OLD MISSION CAPITAL LLC | 0.68% | 397.57K | 11.13M | 277.42K | +230.90% |
| Dec 31, 2023 | NATIONAL BANK OF CANADA /FI/ | 0.62% | 361.6K | 10.04M | 361.6K | +100.00% |
| Dec 31, 2023 | RIVERFRONT INVESTMENT GROUP, LLC | 0.6% | 348.16K | 9.74M | 18.74K | +5.69% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.58% | 340.69K | 9.54M | 8.22K | +2.47% |
| Dec 31, 2023 | FIRST TRUST BANK, LTD. | 0.58% | 339K | 9.49M | 339K | +100.00% |
| Dec 31, 2023 | BISON WEALTH, LLC | 0.51% | 296.25K | 8.29M | 12.45K | +4.39% |
| Dec 31, 2023 | CONNABLE OFFICE INC | 0.41% | 239.4K | 6.7M | 239.4K | +100.00% |
| Dec 31, 2023 | INNEALTA CAPITAL, LLC | 0.39% | 229.03K | 6.41M | 75 | +0.03% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.39% | 224.69K | 6.29M | -654.57K | -74.45% |
| Dec 31, 2023 | 0.33% | 191.7K | 5.37M | 191.7K | +100.00% | |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.36% | 208.49K | 5.84M | -114.18K | -35.38% |
| Dec 31, 2023 | BENJAMIN F. EDWARDS & COMPANY, INC. | 0.35% | 201.21K | 5.63M | -412.66K | -67.22% |
| Dec 31, 2023 | FLOW TRADERS U.S. LLC | 0.33% | 192.79K | 5.4M | 145.67K | +309.17% |
| Dec 31, 2023 | ITAU UNIBANCO HOLDING S.A. | 0.32% | 186.71K | 5.23M | 0 | 0 |
| Dec 31, 2023 | LAZARD ASSET MANAGEMENT LLC | 0.14% | 78.98K | 2.21M | -71.51K | -47.52% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.13% | 73.7K | 2.06M | 73.7K | +100.00% |
| Dec 31, 2023 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.13% | 73.37K | 2.05M | -1.63K | -2.17% |
| Dec 31, 2023 | PARAGON CAPITAL MANAGEMENT LTD | 0.13% | 73.09K | 2.05M | 73.09K | +100.00% |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.12% | 72.14K | 2.02M | -33.06K | -31.43% |
| Dec 31, 2023 | 3EDGE ASSET MANAGEMENT, LP | 0.12% | 67.91K | 1.9M | -3.89M | -98.28% |
| Dec 31, 2023 | TOWNSQUARE CAPITAL LLC | 0.12% | 67.47K | 1.89M | -740.01K | -91.64% |
| Dec 31, 2023 | PACIFIC FINANCIAL GROUP INC | 0.09% | 53.27K | 1.49M | -158.72K | -74.87% |
| Dec 31, 2023 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.09% | 53.24K | 1.49M | 53.24K | +100.00% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 11.32% | 6.59M | 184.55M | 27.27K | +0.42% |
| Dec 31, 2023 | CI INVESTMENTS INC. | 10.47% | 6.1M | 170.74M | 3.95M | +184.31% |
| Dec 31, 2023 | PROQUILITY PRIVATE WEALTH PARTNERS, LLC | 0.28% | 163.64K | 4.58M | 26.3K | +19.15% |
| Dec 31, 2023 | LIQUID STRATEGIES, LLC | 0.24% | 138.09K | 3.87M | 138.09K | +100.00% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 6.38% | 3.72M | 103.97M | 33.03K | +0.90% |
| Dec 31, 2023 | MORGAN STANLEY | 4.33% | 2.52M | 70.62M | 206.14K | +8.90% |
| Dec 31, 2023 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 2.72% | 1.59M | 45.57M | 1.59M | +100.00% |
| Dec 31, 2023 | UBS GROUP AG | 2.3% | 1.34M | 37.55M | 228 | +0.02% |
| Dec 31, 2023 | JANE STREET GROUP, LLC | 1.99% | 1.16M | 32.46M | 884.28K | +320.91% |
| Dec 31, 2023 | JANUS HENDERSON GROUP PLC | 1.56% | 907.68K | 25.41M | -16.83K | -1.82% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 1.08% | 627.23K | 17.56M | -120.78K | -16.15% |
| Dec 31, 2023 | MADISON ASSET MANAGEMENT, LLC | 1% | 584.26K | 16.35M | -701 | -0.12% |