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

Who are the major shareholders selling Schwab Fundamental U.S. Small Company Index ETF stock?

MOLLER FINANCIAL SERVICES, in the last quarter, reduced its stake in FNDA by -2.92% restricting it's holding to 1.23 million shares of worth nearly $46.78M. CLEARSTEAD ADVISORS, LLC also lessened -47.33% of the FNDA shares from its portfolio, reducing its holding to 1.97 million shares of worth $75.04M. KATHMERE CAPITAL MANAGEMENT, LLC also shunned FNDA shares holding by -3.88% last quarter which brought its holding to 155.48 thousand shares worth $5.92M.

Investors who are buying FNDA stock?

As per its latest 13F filing, PRAIRIEWOOD CAPITAL, LLC increased its stake in FNDA by 1.68% in the last quarter. The institutional holder raised its holding to 2.09 million shares having worth more than $79.48M. STEELE CAPITAL MANAGEMENT, INC. also added 3.25% more shares of FNDA to its portfolio, raising its holding to 2.18 million shares of worth $82.83M. BOULAY FINANCIAL ADVISORS, LLC also increased its FNDA shares holding by 100% which brought its holding to 2.69 million shares worth $102.35M.

FNDA's major insiders: who are they?

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

Did an insider recently sell FNDA stock?

Company executives, directors, and other insiders own N/A percent of Schwab Fundamental U.S. Small Company Index ETF's stock. Within the last six months, there have been 0 transaction(s) in which FNDA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FNDA stock?

There have been 0 transaction(s) during the past 6-months in which Schwab Fundamental U.S. Small Company Index ETF insiders have bought stock, totalling 0 shares

How much of FNDA does insiders own?

Around 0 Schwab Fundamental U.S. Small Company Index ETF shares are held by insiders, which represents about N/A of FNDA stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FNDA?

MOLLER FINANCIAL SERVICES is the largest institutional owner in FNDA which holds 1.23 million shares worth $46.78M or 0.49% of the total FNDA shares outstanding followed by VANTAGEPOINT INVESTMENT ADVISERS LLC with ownership of 1.44 million shares representing 0.58% of the FNDA ownership. CLEARSTEAD ADVISORS, LLC is the third largest stakeholder with 1.97 million shares or 0.79% of the ownership worth more than $75.04M.

Is Schwab Fundamental U.S. Small Company 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 FNDA is concerned, it is a stock which is optionable.

Is there a short position on FNDA's shares?

Number of FNDA 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 FNDA shares are there?

As of today, null shares of FNDA are outstanding.

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

FNDA 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 FNDA is null.

Schwab Fundamental US Small Index ETF (FNDA) 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. MOLLER FINANCIAL SERVICES is the top corporate investor, holding 1.23M shares valued at $46.78M. A 0.49% stake in Schwab Fundamental U.S. Small Company Index ETF is owned by the company. VANTAGEPOINT INVESTMENT ADVISERS LLC owns 1.44M shares valued at $54.97M, which translates its holding of 0.58% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MOLLER FINANCIAL SERVICES	0.49%	1.23M	46.78M	-36.92K	-2.92%
Jun 30, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.58%	1.44M	54.97M	0	0
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.79%	1.97M	75.04M	-1.77M	-47.33%
Jun 30, 2026	PRAIRIEWOOD CAPITAL, LLC	0.83%	2.09M	79.48M	34.46K	+1.68%
Jun 30, 2026	STEELE CAPITAL MANAGEMENT, INC.	0.87%	2.18M	82.83M	68.57K	+3.25%
Jun 30, 2026	BOULAY FINANCIAL ADVISORS, LLC	1.07%	2.69M	102.35M	2.69M	+100.00%
Jun 30, 2026	WADDELL & ASSOCIATES, LLC	1.15%	2.9M	110.24M	9.29K	+0.32%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.12%	298.41K	11.36M	7.62K	+2.62%
Jun 30, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.07%	155.48K	5.92M	-6.28K	-3.88%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.07%	159.75K	6.08M	4.61K	+2.97%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.07%	166.95K	6.35M	16.12K	+10.69%
Jun 30, 2026	JPMORGAN CHASE & CO	0.07%	173.34K	6.56M	24.31K	+16.31%
Jun 30, 2026	CABOT WEALTH MANAGEMENT INC	0.07%	175.16K	6.67M	622	+0.36%
Jun 30, 2026		0.08%	185.55K	7.06M	-799	-0.43%
Jun 30, 2026	RESTON WEALTH MANAGEMENT LLC	0.08%	195.63K	7.45M	4.55K	+2.38%
Jun 30, 2026	YOUR ADVOCATES LTD., LLP	0.09%	207.65K	7.9M	-2.81K	-1.33%
Jun 30, 2026	PASADENA PRIVATE WEALTH, LLC	0.09%	212.36K	8.08M	943	+0.45%
Jun 30, 2026	NFP RETIREMENT, INC.	0.09%	220.14K	8.38M	-1.56K	-0.70%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.1%	238.43K	9.07M	18.4K	+8.36%
Jun 30, 2026	ACCREDITED INVESTORS INC.	0.11%	266.45K	10.14M	-17.08K	-6.02%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	270.19K	10.28M	-189.48K	-41.22%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	277.68K	10.57M	-5.62K	-1.98%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.14%	356.16K	13.56M	308.31K	+644.21%
Jun 30, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.14%	359.62K	13.69M	-83.15K	-18.78%
Jun 30, 2026	FOSTER & MOTLEY INC	0.19%	470.02K	17.89M	-1.93K	-0.41%
Jun 30, 2026	FIRST PACIFIC FINANCIAL	0.35%	886K	33.72M	6.04K	+0.69%
Jun 30, 2026	IRONWOOD INVESTMENT COUNSEL, LLC	0.36%	907.29K	34.53M	-33.05K	-3.51%
Jun 30, 2026	BELL INVESTMENT ADVISORS, INC	0.18%	442.64K	16.85M	-4.76K	-1.06%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.22%	558.86K	21.27M	441.74K	+377.19%
Jun 30, 2026	MARINER, LLC	0.22%	551.28K	20.98M	37.3K	+7.26%
Jun 30, 2026	CERITY PARTNERS LLC	0.21%	524.11K	19.95M	-18.48K	-3.41%
Jun 30, 2026	WEALTH FORWARD, LLC	0.24%	603.84K	22.98M	11.63K	+1.96%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.32%	803.31K	30.59M	-114.82K	-12.51%
Jun 30, 2026	TRILOGY CAPITAL INC.	0.25%	622.64K	23.7M	1.95K	+0.31%
Jun 30, 2026	GEMMER ASSET MANAGEMENT LLC	0.26%	656.11K	24.97M	9.21K	+1.42%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.32%	800.23K	30.46M	-18.19K	-2.22%
Jun 30, 2026	UBS GROUP AG	0.6%	1.5M	56.91M	16.99K	+1.15%
Jun 30, 2026	JOHNSON BIXBY & ASSOCIATES, LLC	0.12%	307.5K	11.7M	8.65K	+2.89%
Jun 30, 2026	GSB WEALTH MANAGEMENT, LLC	0.13%	332.83K	12.67M	4.11K	+1.25%
Jun 30, 2026	LPL FINANCIAL LLC	0.15%	367.79K	14M	-102.55K	-21.80%
Jun 30, 2026	SHORE POINT ADVISORS, LLC	0.15%	386.72K	8.77M	28.16K	+7.85%
Jun 30, 2026	COLLECTIVE FAMILY OFFICE LLC	0.16%	390.72K	14.87M	16.12K	+4.30%
Jun 30, 2026	CHARLES SCHWAB TRUST CO	0.17%	431.17K	16.41M	6.66K	+1.57%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.38%	961.09K	36.58M	61.02K	+6.78%
Jun 30, 2026	SOLITUDE FINANCIAL SERVICES	0.42%	1.05M	39.84M	16.95K	+1.65%
Jun 30, 2026	CREATIVE PLANNING	0.19%	485.59K	18.48M	46.23K	+10.52%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.18%	457.75K	17.42M	25.95K	+6.01%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.17%	424.29K	16.15M	240.82K	+131.26%
Jun 30, 2026	SOUND STEWARDSHIP, LLC	0.13%	321.41K	12.23M	8.39K	+2.68%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	54.64%	137.21M	5.22B	137.21M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	54.64%	137.21M	5.22B	-42.03M	-23.45%
Jun 30, 2026	COLONY GROUP, LLC	0.09%	215.75K	8.21M	16.09K	+8.06%
Jun 30, 2026	SEVEN SPRINGS WEALTH GROUP, LLC	0.24%	598.62K	22.78M	26.92K	+4.71%
Jun 30, 2026	HORAN WEALTH, LLC	0.12%	289.04K	11M	-288.05K	-49.91%
Jun 30, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.11%	281.94K	10.73M	-2.72K	-0.96%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.29%	732.55K	26.43M	466.45K	+175.29%
Jun 30, 2026	RESONANT CAPITAL ADVISORS, LLC	0.3%	763.06K	29.04M	-8.67K	-1.12%
Jun 30, 2026	MORGAN STANLEY	0.45%	1.13M	43.11M	3.08K	+0.27%
Jun 30, 2026	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.47%	1.17M	44.7M	16.61K	+1.43%
Mar 31, 2026	WADDELL & ASSOCIATES, LLC	1.16%	2.89M	93.63M	63.33K	+2.24%
Mar 31, 2026	COLLECTIVE FAMILY OFFICE LLC	0.15%	374.61K	12.15M	18.25K	+5.12%
Mar 31, 2026	CHARLES SCHWAB TRUST CO	0.17%	424.51K	13.77M	21.25K	+5.27%
Mar 31, 2026	TRILOGY CAPITAL INC.	0.25%	620.69K	20.13M	-116.41K	-15.79%
Mar 31, 2026	GEMMER ASSET MANAGEMENT LLC	0.26%	646.9K	20.98M	6.03K	+0.94%
Mar 31, 2026	HORAN WEALTH, LLC	0.23%	577.08K	18.68M	291.35K	+101.97%
Mar 31, 2026	IRONWOOD INVESTMENT COUNSEL, LLC	0.38%	940.34K	30.5M	-48K	-4.86%
Mar 31, 2026	RESTON WEALTH MANAGEMENT LLC	0.08%	191.07K	6.2M	3.68K	+1.96%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.09%	220.03K	7.14M	16.62K	+8.17%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.33%	818.42K	26.54M	-84.08K	-9.32%
Mar 31, 2026	FIRST PACIFIC FINANCIAL	0.35%	879.96K	28.54M	-12.92K	-1.45%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.34%	918.13K	30.27M	-43.14K	-4.49%
Mar 31, 2026	MORGAN STANLEY	0.45%	1.13M	36.63M	-153.72K	-11.98%
Mar 31, 2026	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.46%	1.16M	37.55M	14.95K	+1.31%
Mar 31, 2026	MOLLER FINANCIAL SERVICES	0.51%	1.27M	41.06M	48.37K	+3.97%
Mar 31, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.58%	1.44M	46.84M	-121.83K	-7.78%
Mar 31, 2026	UBS GROUP AG	0.59%	1.48M	47.94M	49.34K	+3.45%
Mar 31, 2026	PRAIRIEWOOD CAPITAL, LLC	0.82%	2.05M	66.6M	63.84K	+3.21%
Mar 31, 2026	STEELE CAPITAL MANAGEMENT, INC.	0.85%	2.11M	68.35M	60.57K	+2.96%
Mar 31, 2026	SHORE POINT ADVISORS, LLC	0.14%	358.56K	7.31M	-241.11K	-40.21%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	1.5%	3.74M	121.38M	3.73M	+36,598.90%
Mar 31, 2026		0.07%	186.35K	6.04M	-4.29K	-2.25%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	71.88%	179.24M	5.81B	-194.14K	-0.11%
Mar 31, 2026	NFP RETIREMENT, INC.	0.09%	221.69K	7.19M	-9.73K	-4.20%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.11%	266.1K	8.63M	-32.73K	-10.95%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.12%	290.79K	9.43M	9.23K	+3.28%
Mar 31, 2026	JOHNSON BIXBY & ASSOCIATES, LLC	0.12%	298.85K	9.69M	84.22K	+39.24%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.17%	431.8K	14M	44.42K	+11.47%
Mar 31, 2026	WEALTH FORWARD, LLC	0.24%	592.21K	19.21M	4.66K	+0.79%
Mar 31, 2026	RESONANT CAPITAL ADVISORS, LLC	0.31%	771.73K	25.03M	-149.13K	-16.19%
Mar 31, 2026	GSB WEALTH MANAGEMENT, LLC	0.13%	328.71K	10.66M	-2.89K	-0.87%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	155.15K	5.03M	-5.45K	-3.39%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.06%	159.22K	5.16M	7.16K	+4.71%
Mar 31, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.06%	161.76K	5.25M	-5.49K	-3.28%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.06%	170.04K	5.51M	-28.89K	-14.52%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.06%	171.61K	5.57M	2.12K	+1.25%
Mar 31, 2026	CABOT WEALTH MANAGEMENT INC	0.06%	174.54K	5.66M	7.65K	+4.58%
Mar 31, 2026	MCADAM, LLC	0.07%	183.02K	5.94M	-7.33K	-3.85%
Mar 31, 2026	BELL INVESTMENT ADVISORS, INC	0.18%	447.4K	14.51M	-187.93K	-29.58%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	459.66K	14.91M	28.66K	+6.65%
Mar 31, 2026	LPL FINANCIAL LLC	0.19%	470.34K	15.25M	25.11K	+5.64%
Mar 31, 2026	FOSTER & MOTLEY INC	0.19%	471.95K	15.31M	-8.6K	-1.79%
Mar 31, 2026	MARINER, LLC	0.21%	513.98K	16.67M	-4.37K	-0.84%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.36%	900.07K	29.19M	12.82K	+1.44%
Mar 31, 2026	CREATIVE PLANNING	0.18%	439.36K	14.25M	72.22K	+19.67%
Mar 31, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.18%	442.77K	14.36M	-59.7K	-11.88%
Mar 31, 2026	CERITY PARTNERS LLC	0.22%	542.59K	17.6M	19.64K	+3.76%
Mar 31, 2026	SEVEN SPRINGS WEALTH GROUP, LLC	0.23%	571.7K	18.54M	101.74K	+21.65%
Mar 31, 2026	SOLITUDE FINANCIAL SERVICES	0.41%	1.03M	35.57M	30.3K	+3.03%
Mar 31, 2026	YOUR ADVOCATES LTD., LLP	0.08%	210.46K	6.83M	6.98K	+3.43%
Mar 31, 2026	PASADENA PRIVATE WEALTH, LLC	0.08%	211.42K	6.86M	-21.66K	-9.29%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	283.3K	9.19M	8.61K	+3.14%
Mar 31, 2026	COLONY GROUP, LLC	0.08%	199.65K	6.5M	30.78K	+18.23%
Mar 31, 2026	EXENCIAL WEALTH ADVISORS, LLC	0.08%	204.73K	6.64M	-1.38K	-0.67%
Mar 31, 2026	ACCREDITED INVESTORS INC.	0.11%	283.53K	9.19M	-14.26K	-4.79%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	0.11%	284.66K	9.23M	-10.48K	-3.55%
Mar 31, 2026	OPES WEALTH MANAGEMENT LLC	0.12%	304.74K	9.88M	-5.74K	-1.85%
Mar 31, 2026	SOUND STEWARDSHIP, LLC	0.13%	313.02K	10.15M	11.81K	+3.92%
Dec 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.08%	206.11K	6.49M	2.4K	+1.18%
Dec 31, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.08%	214.63K	6.76M	-26.62K	-11.03%
Dec 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.09%	233.08K	7.34M	7.81K	+3.47%
Dec 31, 2025	BELL INVESTMENT ADVISORS, INC	0.24%	635.33K	20.02M	-2.25K	-0.35%
Dec 31, 2025	RESONANT CAPITAL ADVISORS, LLC	0.35%	920.86K	29.02M	18.33K	+2.03%
Dec 31, 2025	CREATIVE PLANNING	0.13%	367.14K	11.57M	53.22K	+16.95%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.11%	295.15K	9.3M	5.04K	+1.74%
Dec 31, 2025	IRONWOOD INVESTMENT COUNSEL, LLC	0.37%	988.33K	31.14M	-46.47K	-4.49%
Dec 31, 2025	SOLITUDE FINANCIAL SERVICES	0.38%	999.59K	31.5M	23.06K	+2.36%
Dec 31, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.42%	1.14M	36.01M	22.35K	+1.99%
Dec 31, 2025	MOLLER FINANCIAL SERVICES	0.46%	1.22M	38.37M	-16.74K	-1.36%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.14%	387.38K	12.21M	48.17K	+14.20%
Dec 31, 2025	UBS GROUP AG	0.52%	1.43M	45.03M	76.9K	+5.69%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	65.72%	179.44M	5.65B	-781.91K	-0.43%
Dec 31, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.18%	502.47K	15.83M	17.32K	+3.57%
Dec 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.24%	640.87K	20.19M	13.61K	+2.17%
Dec 31, 2025		0.07%	190.64K	6.01M	190.64K	+100.00%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.07%	198.93K	6.27M	-191.28K	-49.02%
Dec 31, 2025	NFP RETIREMENT, INC.	0.08%	231.42K	7.29M	-47.47K	-17.02%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.1%	274.68K	8.65M	-83.98K	-23.42%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.1%	281.56K	8.87M	3.41K	+1.23%
Dec 31, 2025	HORAN WEALTH, LLC	0.11%	285.73K	9M	4.48K	+1.59%
Dec 31, 2025	MARINER, LLC	0.19%	518.36K	16.33M	197.64K	+61.62%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	667.02K	21.02M	-51.53K	-7.17%
Dec 31, 2025	TRILOGY CAPITAL INC.	0.28%	737.1K	23.23M	-9K	-1.21%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.32%	887.25K	27.96M	32.87K	+3.85%
Dec 31, 2025	FIRST PACIFIC FINANCIAL	0.34%	892.88K	28.13M	19.43K	+2.22%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.34%	902.5K	28.44M	-14.58K	-1.59%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.35%	961.27K	30.29M	-80.18K	-7.70%
Dec 31, 2025	CABOT WEALTH MANAGEMENT INC	0.06%	166.89K	5.26M	11.99K	+7.74%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.06%	167.25K	5.27M	-1.37K	-0.81%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	176.9K	5.81M	-12.6K	-6.65%
Dec 31, 2025	RESTON WEALTH MANAGEMENT LLC	0.07%	187.39K	5.9M	-146	-0.08%
Dec 31, 2025	MORGAN STANLEY	0.47%	1.28M	40.44M	-4.15K	-0.32%
Dec 31, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.59%	1.57M	49.35M	0	0
Dec 31, 2025	CLARIUS GROUP, LLC	0.71%	1.89M	59.55M	-29.4K	-1.53%
Dec 31, 2025	PRAIRIEWOOD CAPITAL, LLC	0.75%	1.99M	62.7M	158.84K	+8.67%
Dec 31, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.77%	2.05M	64.5M	81.67K	+4.16%
Dec 31, 2025	WADDELL & ASSOCIATES, LLC	1.04%	2.82M	88.98M	41.51K	+1.49%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	152.45K	4.8M	-18.8K	-10.98%
Dec 31, 2025	ACCREDITED INVESTORS INC.	0.11%	297.79K	9.38M	-129.41K	-30.29%
Dec 31, 2025	SHORE POINT ADVISORS, LLC	0.23%	599.67K	15.15M	144.53K	+31.76%
Dec 31, 2025	WEALTH FORWARD, LLC	0.22%	587.55K	18.51M	6.59K	+1.13%
Dec 31, 2025	CERITY PARTNERS LLC	0.19%	522.95K	16.48M	-30.5K	-5.51%
Dec 31, 2025	FOSTER & MOTLEY INC	0.18%	480.55K	15.14M	-3.06K	-0.63%
Dec 31, 2025	LPL FINANCIAL LLC	0.16%	445.23K	14.03M	16.52K	+3.85%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	431K	13.58M	20.99K	+5.12%
Dec 31, 2025	SOUND STEWARDSHIP, LLC	0.11%	301.2K	9.49M	13.18K	+4.58%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.11%	298.83K	9.42M	-5.25K	-1.73%
Dec 31, 2025	OPES WEALTH MANAGEMENT LLC	0.12%	310.48K	9.78M	9.64K	+3.20%
Dec 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.12%	331.6K	10.45M	13.77K	+4.33%
Dec 31, 2025	COLLECTIVE FAMILY OFFICE LLC	0.13%	356.36K	11.23M	26.46K	+8.02%
Dec 31, 2025	CHARLES SCHWAB TRUST CO	0.15%	403.26K	12.71M	18.74K	+4.87%
Dec 31, 2025	MCADAM, LLC	0.07%	190.35K	6M	-6.91K	-3.50%
Dec 31, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.17%	469.97K	14.81M	17.22K	+3.80%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.06%	155.98K	4.92M	20.45K	+15.09%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	160.6K	5.06M	11.38K	+7.62%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	169.48K	5.34M	2.01K	+1.20%
Dec 31, 2025	NORTHLAND CAPITAL MANAGEMENT LLC	0.06%	166.34K	5.24M	56.05K	+50.82%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	203.41K	6.41M	21.93K	+12.08%
Dec 31, 2025	YOUR ADVOCATES LTD., LLP	0.07%	203.48K	6.41M	-138	-0.07%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	149.22K	4.65M	-2.33K	-1.54%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.11%	304.08K	9.47M	102.22K	+50.64%
Sep 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.1%	290.11K	9.04M	-648	-0.22%
Sep 30, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.68%	1.97M	61.24M	-74.45K	-3.65%
Sep 30, 2025	UBS GROUP AG	0.47%	1.35M	42.13M	-97.19K	-6.71%
Sep 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.31%	902.54K	28.12M	11.89K	+1.33%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	718.56K	22.38M	-29.74K	-3.97%
Sep 30, 2025	NFP RETIREMENT, INC.	0.1%	278.88K	8.69M	-11.63K	-4.00%
Sep 30, 2025	SOUND STEWARDSHIP, LLC	0.1%	288.03K	8.97M	-5.42K	-1.85%
Sep 30, 2025	MORGAN STANLEY	0.45%	1.29M	40.12M	-9.26K	-0.71%
Sep 30, 2025	SHORE POINT ADVISORS, LLC	0.16%	455.14K	14.18M	38.72K	+9.30%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	410.01K	12.78M	-52.81K	-11.41%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	62.44%	180.22M	5.62B	-563.03K	-0.31%
Sep 30, 2025	RESTON WEALTH MANAGEMENT LLC	0.07%	187.54K	5.84M	16.7K	+9.77%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.06%	179.12K	5.58M	-29.83K	-14.27%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	171.24K	5.34M	-9.19K	-5.09%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.06%	168.62K	5.25M	-14.2K	-7.77%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	167.47K	5.22M	6.92K	+4.31%
Sep 30, 2025	CABOT WEALTH MANAGEMENT INC	0.05%	154.9K	4.83M	2.73K	+1.80%
Sep 30, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.05%	141.86K	4.42M	-46.81K	-24.81%
Sep 30, 2025	ROOF EIDAM & MAYCOCK/ADV	0.05%	140.32K	4.37M	0	0
Sep 30, 2025	BRIGHTWATER ADVISORY LLC	0.05%	139.69K	4.35M	-7.78K	-5.27%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.05%	135.54K	4.22M	7.91K	+6.20%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.96%	2.78M	86.69M	92.82K	+3.45%
Sep 30, 2025	LPL FINANCIAL LLC	0.15%	428.72K	13.36M	7.93K	+1.88%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.14%	390.21K	12.05M	183.04K	+88.36%
Sep 30, 2025	CLARIUS GROUP, LLC	0.67%	1.92M	59.8M	63.4K	+3.42%
Sep 30, 2025	BELL INVESTMENT ADVISORS, INC	0.22%	637.57K	19.87M	-29.47K	-4.42%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.17%	485.15K	15.12M	18.09K	+3.87%
Sep 30, 2025	FOSTER & MOTLEY INC	0.17%	483.61K	15.07M	276	+0.06%
Sep 30, 2025	YOUR ADVOCATES LTD., LLP	0.07%	203.61K	6.34M	694	+0.34%
Sep 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.16%	452.75K	14.11M	29.14K	+6.88%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.15%	427.21K	13.31M	-372.8K	-46.60%
Sep 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.63%	1.83M	57.06M	75.37K	+4.29%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.12%	339.21K	10.57M	17.21K	+5.35%
Sep 30, 2025	MARINER, LLC	0.11%	320.72K	9.99M	22.99K	+7.72%
Sep 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.11%	317.83K	9.9M	7.37K	+2.37%
Sep 30, 2025	CREATIVE PLANNING	0.11%	313.92K	9.78M	12.3K	+4.08%
Sep 30, 2025	MCADAM, LLC	0.07%	197.26K	6.15M	-11.35K	-5.44%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	321.86K	8.82M	5.63K	+1.78%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.54%	1.57M	48.8M	1.57M	+100.00%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.1%	278.15K	8.67M	9.09K	+3.38%
Sep 30, 2025	MOLLER FINANCIAL SERVICES	0.43%	1.23M	38.46M	-48.72K	-3.80%
Sep 30, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.39%	1.12M	34.91M	13.65K	+1.23%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.36%	1.04M	32.5M	-130.69K	-11.15%
Sep 30, 2025	IRONWOOD INVESTMENT COUNSEL, LLC	0.36%	1.03M	32.24M	-144.64K	-12.26%
Sep 30, 2025	SOLITUDE FINANCIAL SERVICES	0.34%	976.53K	30.43M	-50.79K	-4.94%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.32%	917.08K	28.58M	19.52K	+2.17%
Sep 30, 2025	FIRST PACIFIC FINANCIAL	0.3%	873.45K	27.22M	14.64K	+1.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.3%	854.38K	26.62M	68.19K	+8.67%
Sep 30, 2025	CERITY PARTNERS LLC	0.19%	553.45K	17.25M	-316.38K	-36.37%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.17%	486.31K	15.15M	486.31K	+100.00%
Sep 30, 2025	CHARLES SCHWAB TRUST CO	0.13%	384.52K	11.98M	32.8K	+9.33%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	358.67K	11.18M	6.35K	+1.80%
Sep 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.11%	329.9K	10.28M	4.83K	+1.48%
Sep 30, 2025	OPES WEALTH MANAGEMENT LLC	0.1%	300.84K	9.37M	8.43K	+2.88%
Sep 30, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.08%	241.25K	7.52M	-1.64K	-0.68%
Sep 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.08%	225.27K	7.02M	-50.82K	-18.41%
Sep 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.07%	203.71K	6.35M	-3.89K	-1.88%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	189.5K	5.87M	25.75K	+15.73%
Sep 30, 2025	TRILOGY CAPITAL INC.	0.26%	746.1K	23.25M	-31.54K	-4.06%
Sep 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.22%	627.27K	19.55M	5.78K	+0.93%
Sep 30, 2025	WEALTH FORWARD, LLC	0.2%	580.95K	18.1M	-34.25K	-5.57%
Sep 30, 2025	HORAN WEALTH, LLC	0.1%	281.25K	8.76M	14.88K	+5.59%
Sep 30, 2025	ROYAL BANK OF CANADA	0.09%	260.68K	8.12M	40.74K	+18.53%
Jun 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.15%	423.61K	12.14M	43.64K	+11.48%
Jun 30, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.09%	242.9K	6.96M	-4.55K	-1.84%
Jun 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.11%	310.46K	8.89M	22.09K	+7.66%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.12%	322K	9.23M	-15.14K	-4.49%
Jun 30, 2025	CHARLES SCHWAB TRUST CO	0.13%	351.71K	10.08M	-38.1K	-9.77%
Jun 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.33%	890.65K	25.52M	11.25K	+1.28%
Jun 30, 2025	SOUND STEWARDSHIP, LLC	0.11%	293.44K	8.41M	20.74K	+7.61%
Jun 30, 2025	MARINER, LLC	0.11%	297.73K	8.53M	-15.63K	-4.99%
Jun 30, 2025	HORAN WEALTH, LLC	0.1%	266.37K	7.63M	266.37K	+100.00%
Jun 30, 2025	NFP RETIREMENT, INC.	0.11%	290.51K	8.32M	-2.53K	-0.86%
Jun 30, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.4%	1.11M	31.71M	37.95K	+3.55%
Jun 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.17%	467.06K	13.9M	24.65K	+5.57%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	748.3K	21.44M	-435.47K	-36.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.29%	786.19K	22.52M	-5.31K	-0.67%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.29%	800.01K	22.92M	-46.16K	-5.45%
Jun 30, 2025	SOLITUDE FINANCIAL SERVICES	0.38%	1.03M	29.43M	57.94K	+5.98%
Jun 30, 2025	MOLLER FINANCIAL SERVICES	0.47%	1.28M	36.76M	168.86K	+15.15%
Jun 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.64%	1.76M	50.3M	187.57K	+11.96%
Jun 30, 2025	MCADAM, LLC	0.08%	208.61K	5.98M	-7.23K	-3.35%
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.11%	290.76K	8.33M	4.16K	+1.45%
Jun 30, 2025	OPES WEALTH MANAGEMENT LLC	0.11%	292.41K	8.38M	24.68K	+9.22%
Jun 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.12%	325.07K	9.31M	-129.42K	-28.48%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.17%	462.82K	13.26M	39.81K	+9.41%
Jun 30, 2025	FOSTER & MOTLEY INC	0.18%	483.33K	13.85M	8.57K	+1.81%
Jun 30, 2025	TRILOGY CAPITAL INC.	0.28%	777.64K	22.28M	3.33K	+0.43%
Jun 30, 2025	FIRST PACIFIC FINANCIAL	0.31%	858.81K	24.6M	25.33K	+3.04%
Jun 30, 2025	CERITY PARTNERS LLC	0.32%	869.83K	24.92M	-31.86K	-3.53%
Jun 30, 2025	CLARIUS GROUP, LLC	0.68%	1.86M	53.17M	-26.74K	-1.42%
Jun 30, 2025	UBS GROUP AG	0.53%	1.45M	41.52M	-449.15K	-23.66%
Jun 30, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.75%	2.04M	58.44M	-46.42K	-2.23%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.08%	207.17K	5.94M	7.34K	+3.67%
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.08%	207.61K	5.95M	-2.53K	-1.20%
Jun 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.23%	621.49K	17.81M	13.62K	+2.24%
Jun 30, 2025	FORTE CAPITAL LLC /ADV	0.09%	248.5K	7.12M	-2.35K	-0.94%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	252.16K	7.22M	211.54K	+520.70%
Jun 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.1%	276.09K	7.91M	-238.2K	-46.32%
Jun 30, 2025		0.1%	266.37K	7.63M	266.37K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.11%	301.63K	8.64M	59	+0.02%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.13%	352.32K	10.09M	-147.02K	-29.44%
Jun 30, 2025	LPL FINANCIAL LLC	0.15%	420.79K	12.06M	24.32K	+6.13%
Jun 30, 2025	BELL INVESTMENT ADVISORS, INC	0.24%	667.04K	19.11M	-58.08K	-8.01%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.33%	897.57K	25.72M	894.06K	+25,486.23%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.43%	1.17M	33.73M	855	+0.07%
Jun 30, 2025	IRONWOOD INVESTMENT COUNSEL, LLC	0.43%	1.18M	33.79M	-65.57K	-5.27%
Jun 30, 2025	YOUR ADVOCATES LTD., LLP	0.07%	202.92K	5.81M	8.05K	+4.13%
Jun 30, 2025	WEALTH FORWARD, LLC	0.22%	615.2K	17.63M	-5.74K	-0.92%
Jun 30, 2025	ROYAL BANK OF CANADA	0.08%	219.94K	6.3M	115.83K	+111.25%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.08%	208.95K	5.99M	-1	0.00%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.1%	269.06K	7.71M	7.17K	+2.74%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.98%	2.69M	77.05M	53.04K	+2.01%
Jun 30, 2025	MORGAN STANLEY	0.47%	1.3M	37.15B	-17.26K	-1.31%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	66.07%	180.78M	5.18B	-19.51M	-9.74%
Jun 30, 2025	SHORE POINT ADVISORS, LLC	0.15%	416.42K	11.93M	18.93K	+4.76%
Mar 31, 2025	CERITY PARTNERS LLC	0.32%	901.69K	24.7M	-10.02K	-1.10%
Mar 31, 2025	FIRST PACIFIC FINANCIAL	0.3%	833.48K	22.83M	15.05K	+1.84%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	0.1%	286.6K	7.85M	-11.63K	-3.90%
Mar 31, 2025	FOSTER & MOTLEY INC	0.17%	474.76K	13M	5.79K	+1.23%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	499.34K	13.68M	367.52K	+278.81%
Mar 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.19%	514.29K	14.09M	27.44K	+5.64%
Mar 31, 2025	TRILOGY CAPITAL INC.	0.28%	774.31K	21.21M	-523.12K	-40.32%
Mar 31, 2025	ACCREDITED INVESTORS INC.	0.3%	846.16K	23.18M	58.57K	+7.44%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	1.18M	32.43M	441.09K	+59.39%
Mar 31, 2025	IRONWOOD INVESTMENT COUNSEL, LLC	0.45%	1.25M	34.1M	259.56K	+26.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	791.5K	21.68M	38.94K	+5.17%
Mar 31, 2025	MORGAN STANLEY	0.47%	1.31M	35.99M	-5.81K	-0.44%
Mar 31, 2025	CLARIUS GROUP, LLC	0.68%	1.88M	51.56M	-110.73K	-5.56%
Mar 31, 2025	UBS GROUP AG	0.68%	1.9M	52M	67.56K	+3.69%
Mar 31, 2025	STEELE CAPITAL MANAGEMENT, INC.	0.75%	2.09M	57.14M	22.64K	+1.10%
Mar 31, 2025	MCADAM, LLC	0.08%	215.84K	5.91M	-19.95K	-8.46%
Mar 31, 2025	SOUND STEWARDSHIP, LLC	0.1%	272.7K	7.47M	502	+0.18%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	783.58K	25.04M	0	0
Mar 31, 2025	COLLECTIVE FAMILY OFFICE LLC	0.16%	454.49K	12.45M	17.58K	+4.02%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	423.01K	11.59M	44.66K	+11.80%
Mar 31, 2025	SHORE POINT ADVISORS, LLC	0.14%	397.49K	10.89M	29.74K	+8.09%
Mar 31, 2025	LPL FINANCIAL LLC	0.14%	396.47K	10.86M	35.09K	+9.71%
Mar 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.08%	210.13K	5.76M	2.91K	+1.40%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.08%	211.33K	5.79M	-95.57K	-31.14%
Mar 31, 2025	JOHNSON BIXBY & ASSOCIATES, LLC	0.09%	247.45K	6.78M	-122.69K	-33.15%
Mar 31, 2025	FORTE CAPITAL LLC /ADV	0.09%	250.84K	6.87M	1.42K	+0.57%
Mar 31, 2025	HORAN CAPITAL ADVISORS, LLC.	0.09%	261.15K	7.15M	3.55K	+1.38%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.09%	261.89K	7.17M	12.07K	+4.83%
Mar 31, 2025	OPES WEALTH MANAGEMENT LLC	0.1%	267.74K	7.33M	31.33K	+13.25%
Mar 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.1%	288.37K	7.9M	62.41K	+27.62%
Mar 31, 2025		0.11%	293.04K	8.03M	8.24K	+2.89%
Mar 31, 2025	CREATIVE PLANNING	0.11%	301.57K	8.26M	20.48K	+7.29%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.12%	337.14K	9.23M	-5.08K	-1.48%
Mar 31, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0.14%	379.97K	10.41M	22.66K	+6.34%
Mar 31, 2025	CHARLES SCHWAB TRUST CO	0.14%	389.82K	10.68M	18.63K	+5.02%
Mar 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.22%	607.87K	16.65M	22.42K	+3.83%
Mar 31, 2025	ALPS ADVISORS INC	0.22%	619.06K	16.96M	6.03K	+0.98%
Mar 31, 2025	WEALTH FORWARD, LLC	0.22%	620.94K	17.01M	-2.89K	-0.46%
Mar 31, 2025	BELL INVESTMENT ADVISORS, INC	0.26%	725.13K	19.86M	-9.04K	-1.23%
Mar 31, 2025	CALLAN CAPITAL, LLC	0.3%	830.05K	22.74M	160.79K	+24.03%
Mar 31, 2025	SOLITUDE FINANCIAL SERVICES	0.35%	969.38K	26.55M	-107.3K	-9.97%
Mar 31, 2025	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.38%	1.07M	29.28M	28.22K	+2.71%
Mar 31, 2025	MOLLER FINANCIAL SERVICES	0.4%	1.11M	30.52M	113.95K	+11.39%
Mar 31, 2025	WADDELL & ASSOCIATES, LLC	0.95%	2.64M	72.21M	40.33K	+1.55%
Mar 31, 2025	RESONANT CAPITAL ADVISORS, LLC	0.32%	879.4K	24.09M	18.86K	+2.19%
Mar 31, 2025	MARINER, LLC	0.11%	313.36K	8.58M	39.36K	+14.37%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.42%	1.17M	32.1M	-568.3K	-32.67%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	72.09%	200.29M	5.49B	1.1M	+0.55%
Mar 31, 2025	PRAIRIEWOOD CAPITAL, LLC	0.56%	1.57M	42.95M	117.25K	+8.08%
Mar 31, 2024	HILLTOP PARTNERS LLC	0.07%	102.82K	5.86M	-121.2K	-54.10%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.12%	169.41K	9.66M	165.59K	+4,335.87%
Mar 31, 2024	SEVEN SPRINGS WEALTH GROUP, LLC	0.12%	173.36K	9.89M	5.13K	+3.05%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.13%	189.99K	10.84M	84.28K	+79.72%
Mar 31, 2024	IRONWOOD INVESTMENT COUNSEL, LLC	0.15%	220.59K	12.58M	23.74K	+12.06%
Mar 31, 2024	FOSTER & MOTLEY INC	0.17%	248.41K	14.17M	195	+0.08%
Mar 31, 2024	PASADENA PRIVATE WEALTH, LLC	0.18%	262.42K	14.97M	4.21K	+1.63%
Mar 31, 2024	GEMMER ASSET MANAGEMENT LLC	0.19%	264.82K	15.1M	-9.34K	-3.41%
Mar 31, 2024	ACCREDITED INVESTORS INC.	0.2%	283.69K	16.18M	40.91K	+16.85%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.2%	312.9K	17.84M	116.61K	+59.41%
Mar 31, 2024	WEALTH FORWARD, LLC	0.21%	299.59K	17.09M	10.47K	+3.62%
Mar 31, 2024	KATHMERE CAPITAL MANAGEMENT, LLC	0.21%	302.91K	17.27M	10.61K	+3.63%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.22%	314.02K	17.91M	6.09K	+1.98%
Mar 31, 2024	CALLAN CAPITAL, LLC	0.24%	347.62K	19.82M	-603	-0.17%
Mar 31, 2024	BELL INVESTMENT ADVISORS, INC	0.26%	370.69K	21.14M	341	+0.09%
Mar 31, 2024	RESONANT CAPITAL ADVISORS, LLC	0.28%	395.9K	22.58M	15.7K	+4.13%
Mar 31, 2024	FIRST PACIFIC FINANCIAL	0.28%	405.28K	23.11M	3.2K	+0.80%
Mar 31, 2024	UBS GROUP AG	0.3%	463.82K	26.45M	71.49K	+18.22%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.08%	109.12K	6.22M	4.26K	+4.06%
Mar 31, 2024	OPES WEALTH MANAGEMENT LLC	0.08%	111.83K	6.38M	-888	-0.79%
Mar 31, 2024	CREATIVE PLANNING	0.08%	124.49K	7.1M	9.65K	+8.41%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.08%	114K	6.5M	114K	+100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.08%	114.17K	6.51M	-11.64K	-9.25%
Mar 31, 2024	EXENCIAL WEALTH ADVISORS, LLC	0.08%	118.08K	6.73M	-156	-0.13%
Mar 31, 2024	HORAN CAPITAL ADVISORS, LLC.	0.09%	121.26K	6.92M	6.21K	+5.40%
Mar 31, 2024	SOUND STEWARDSHIP, LLC	0.09%	130.03K	7.42M	2.51K	+1.97%
Mar 31, 2024	LPL FINANCIAL LLC	0.1%	150.91K	8.61M	53.79K	+55.38%
Mar 31, 2024	MARINER, LLC	0.1%	142.67K	8.14M	16.42K	+13.01%
Mar 31, 2024	COLLECTIVE FAMILY OFFICE LLC	0.1%	147.96K	8.44M	358	+0.24%
Mar 31, 2024	ARLINGTON FINANCIAL ADVISORS, LLC	0.11%	152.7K	8.71M	-185.44K	-54.84%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.11%	155.13K	8.85M	-2.35K	-1.49%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	160.2K	9.14M	160.2K	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	179.7K	10.25M	101.39K	+129.48%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	179.97K	10.26M	148.42K	+470.38%
Mar 31, 2024	SHORE POINT ADVISORS, LLC	0.12%	164.86K	9.4M	12.78K	+8.40%
Mar 31, 2024	MCADAM, LLC	0.12%	165.22K	9.42M	-2.31K	-1.38%
Mar 31, 2024	JOHNSON BIXBY & ASSOCIATES, LLC	0.12%	166.07K	9.47M	9.5K	+6.06%
Mar 31, 2024	CHARLES SCHWAB TRUST CO	0.12%	168.53K	9.61M	-45.38K	-21.21%
Mar 31, 2024	JANICZEK WEALTH MANAGEMENT, LLC	0.24%	340.86K	19.44M	11.84K	+3.60%
Mar 31, 2024	SOLITUDE FINANCIAL SERVICES	0.36%	513.43K	29.28M	484.57K	+1,679.09%
Mar 31, 2024	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.36%	517.69K	29.52M	1.58K	+0.31%
Mar 31, 2024	MOLLER FINANCIAL SERVICES	0.37%	527.46K	30.08M	-4.57K	-0.86%
Mar 31, 2024	TRILOGY CAPITAL INC.	0.42%	601.06K	34.28M	601.06K	+100.00%
Mar 31, 2024	PRAIRIEWOOD CAPITAL, LLC	0.43%	605.19K	34.51M	61.98K	+11.41%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.56%	878.74K	50.17M	82.27K	+10.33%
Mar 31, 2024	MORGAN STANLEY	0.59%	924.42K	52.72M	37.07K	+4.18%
Mar 31, 2024	STEELE CAPITAL MANAGEMENT, INC.	0.66%	942.09K	53.73M	32.64K	+3.59%
Mar 31, 2024	CLARIUS GROUP, LLC	0.75%	1.07M	60.79M	-51.16K	-4.58%
Mar 31, 2024	WADDELL & ASSOCIATES, LLC	0.86%	1.23M	70.16M	-19.94K	-1.60%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	2.07%	2.95M	74.59M	2.91M	+7,131.36%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	67.38%	95.95M	5.47B	2.41M	+2.57%
Mar 31, 2024	YOUR ADVOCATES LTD., LLP	0.05%	83.97K	4.79M	-8.4K	-9.10%
Mar 31, 2024	RAUB BROCK CAPITAL MANAGEMENT LP	0.06%	90.57K	5.16M	-435	-0.48%
Mar 31, 2024	FORTE CAPITAL LLC /ADV	0.06%	92.28K	5.26M	604	+0.66%
Mar 31, 2024	DECHTMAN WEALTH MANAGEMENT, LLC	0.06%	93.52K	5.33M	-1.81K	-1.90%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	102.64K	5.85M	49.98K	+94.91%
Mar 31, 2024	VERUM PARTNERS LLC	0.07%	103.38K	5.9M	30.43K	+41.71%
Dec 31, 2023	MORGAN STANLEY	0.65%	887.35K	49.11M	106.38K	+13.62%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.58%	796.47K	44.11M	-57.28K	-6.71%
Dec 31, 2023	PRAIRIEWOOD CAPITAL, LLC	0.4%	543.21K	30.07M	88.07K	+19.35%
Dec 31, 2023	MOLLER FINANCIAL SERVICES	0.39%	532.03K	29.45M	19.11K	+3.72%
Dec 31, 2023	RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC	0.38%	516.12K	28.57M	17.33K	+3.47%
Dec 31, 2023	FIRST PACIFIC FINANCIAL	0.29%	402.08K	22.25M	-9.99K	-2.42%
Dec 31, 2023	UBS GROUP AG	0.29%	392.32K	21.72M	15.03K	+3.98%
Dec 31, 2023	RESONANT CAPITAL ADVISORS, LLC	0.28%	380.21K	21.04M	-22.6K	-5.61%
Dec 31, 2023	BELL INVESTMENT ADVISORS, INC	0.27%	370.35K	20.5M	31.24K	+9.21%
Dec 31, 2023	CALLAN CAPITAL, LLC	0.25%	348.22K	19.27M	22.82K	+7.01%
Dec 31, 2023	ARLINGTON FINANCIAL ADVISORS, LLC	0.25%	338.14K	18.72M	-27.35K	-7.48%
Dec 31, 2023	JANICZEK WEALTH MANAGEMENT, LLC	0.24%	329.02K	18.21M	3.18K	+0.98%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.22%	307.93K	17.04M	-3.64K	-1.17%
Dec 31, 2023	KATHMERE CAPITAL MANAGEMENT, LLC	0.21%	292.3K	16.18M	5.81K	+2.03%
Dec 31, 2023	GEMMER ASSET MANAGEMENT LLC	0.2%	274.16K	15.17M	-100.24K	-26.77%
Dec 31, 2023	PASADENA PRIVATE WEALTH, LLC	0.19%	258.21K	14.29M	258.21K	+100.00%
Dec 31, 2023	FOSTER & MOTLEY INC	0.18%	248.22K	13.74M	3.34K	+1.36%
Dec 31, 2023	ACCREDITED INVESTORS INC.	0.18%	242.78K	13.44M	41.07K	+20.36%
Dec 31, 2023	HILLTOP PARTNERS LLC	0.16%	224.02K	12.4M	118.4K	+112.09%
Dec 31, 2023	CHARLES SCHWAB TRUST CO	0.16%	213.91K	11.84M	76.3K	+55.45%
Dec 31, 2023	IRONWOOD INVESTMENT COUNSEL, LLC	0.14%	196.85K	10.9M	78.98K	+67.01%
Dec 31, 2023	SHORE POINT ADVISORS, LLC	0.11%	152.08K	8.42M	6.48K	+4.45%
Dec 31, 2023	COLLECTIVE FAMILY OFFICE LLC	0.11%	147.61K	8.17M	3.84K	+2.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.14%	196.29K	10.86M	29.73K	+17.85%
Dec 31, 2023	SEVEN SPRINGS WEALTH GROUP, LLC	0.12%	168.24K	9.31M	41.68K	+32.93%
Dec 31, 2023	MCADAM, LLC	0.12%	167.53K	9.27M	-2.94K	-1.72%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.11%	157.47K	8.72M	3.8K	+2.47%
Dec 31, 2023	JOHNSON BIXBY & ASSOCIATES, LLC	0.11%	156.58K	8.67M	4.97K	+3.28%
Dec 31, 2023	WADDELL & ASSOCIATES, LLC	0.91%	1.25M	69.2M	4.79K	+0.38%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	68.27%	93.54M	5.18B	1.25M	+1.35%
Dec 31, 2023	CABOT WEALTH MANAGEMENT INC	0.06%	82.11K	4.54M	-1.49K	-1.79%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.06%	84.24K	4.67M	-738	-0.87%
Dec 31, 2023	RAUB BROCK CAPITAL MANAGEMENT LP	0.07%	91K	5.04M	91K	+100.00%
Dec 31, 2023	FORTE CAPITAL LLC /ADV	0.07%	91.67K	5.07M	91.67K	+100.00%
Dec 31, 2023	YOUR ADVOCATES LTD., LLP	0.07%	92.37K	5.11M	-5.8K	-5.91%
Dec 31, 2023		0.07%	95.33K	5.28M	67.11K	+237.81%
Dec 31, 2023	LPL FINANCIAL LLC	0.07%	97.13K	5.38M	7.51K	+8.38%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.08%	104.86K	5.8M	8.2K	+8.48%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.08%	105.71K	5.85M	-2.2K	-2.04%
Dec 31, 2023	RAINSBERGER WEALTH ADVISORS, INC.	0.08%	108.87K	6.03M	-678	-0.62%
Dec 31, 2023	OPES WEALTH MANAGEMENT LLC	0.08%	112.72K	6.24M	-2.11K	-1.84%
Dec 31, 2023	CREATIVE PLANNING	0.08%	114.84K	6.36M	7.53K	+7.01%
Dec 31, 2023	HORAN CAPITAL ADVISORS, LLC.	0.08%	115.05K	6.37M	11.37K	+10.97%
Dec 31, 2023	EXENCIAL WEALTH ADVISORS, LLC	0.09%	118.23K	6.54M	4.5K	+3.95%
Dec 31, 2023	CERITY PARTNERS LLC	0.09%	125.81K	6.96M	116K	+1,182.35%
Dec 31, 2023	MARINER, LLC	0.09%	126.25K	6.99M	3.57K	+2.91%
Dec 31, 2023	CLARIUS GROUP, LLC	0.82%	1.12M	61.83M	18.42K	+1.68%

Frequently Asked Questions