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

Who are the major shareholders selling Fidelity MSCI Information Technology Index ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in FTEC by -2.59% restricting it's holding to 669.5 thousand shares of worth nearly $191.20M. LIDO ADVISORS, LLC also lessened -7.66% of the FTEC shares from its portfolio, reducing its holding to 2.01 million shares of worth $573.77M. BANK OF AMERICA CORP /DE/ also shunned FTEC shares holding by -2.84% last quarter which brought its holding to 953.42 thousand shares worth $272.28M.

Investors who are buying FTEC stock?

As per its latest 13F filing, AGF MANAGEMENT LTD increased its stake in FTEC by 1.72% in the last quarter. The institutional holder raised its holding to 690.14 thousand shares having worth more than $197.09M. PORTFOLIO STRATEGIES, INC. also added 0.03% more shares of FTEC to its portfolio, raising its holding to 232.33 thousand shares of worth $67.73M. SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. also increased its FTEC shares holding by 100% which brought its holding to 1.34 million shares worth $383.79M.

FTEC's major insiders: who are they?

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

Did an insider recently sell FTEC stock?

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

Which insider recently purchased FTEC stock?

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

How much of FTEC does insiders own?

Around 0 Fidelity MSCI Information Technology Index ETF shares are held by insiders, which represents about N/A of FTEC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FTEC?

ENVESTNET ASSET MANAGEMENT INC is the largest institutional owner in FTEC which holds 669.5 thousand shares worth $191.20M or 1.11% of the total FTEC shares outstanding followed by AGF MANAGEMENT LTD with ownership of 690.14 thousand shares representing 1.14% of the FTEC ownership. LIDO ADVISORS, LLC is the third largest stakeholder with 2.01 million shares or 3.33% of the ownership worth more than $573.77M.

Is Fidelity MSCI Information Technology 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 FTEC is concerned, it is a stock which is optionable.

Is there a short position on FTEC's shares?

Number of FTEC 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 FTEC shares are there?

As of today, null shares of FTEC are outstanding.

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

FTEC 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 FTEC is null.

Fidelity MSCI Information Technology Index ETF (FTEC) 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. ENVESTNET ASSET MANAGEMENT INC is the top corporate investor, holding 669.5K shares valued at $191.20M. A 1.11% stake in Fidelity MSCI Information Technology Index ETF is owned by the company. AGF MANAGEMENT LTD owns 690.14K shares valued at $197.09M, which translates its holding of 1.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.11%	669.5K	191.2M	-17.82K	-2.59%
Jun 30, 2026	AGF MANAGEMENT LTD	1.14%	690.14K	197.09M	11.69K	+1.72%
Jun 30, 2026	LIDO ADVISORS, LLC	3.33%	2.01M	573.77M	-166.7K	-7.66%
Jun 30, 2026	PORTFOLIO STRATEGIES, INC.	0.39%	232.33K	67.73M	62	+0.03%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.58%	953.42K	272.28M	-27.82K	-2.84%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	2.23%	1.34M	383.79M	1.34M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.23%	1.34M	383.79M	-67.24K	-4.77%
Jun 30, 2026	MAROTTA ASSET MANAGEMENT	0.12%	72.19K	20.21M	4K	+5.86%
Jun 30, 2026	CITIGROUP INC	0.14%	86.04K	24.57M	9.32K	+12.15%
Jun 30, 2026	LIFEWORKS ADVISORS, LLC	0.09%	56.5K	16.14M	-346	-0.61%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	257.56K	73.55M	-800	-0.31%
Jun 30, 2026	KRAFT, DAVIS & ASSOCIATES, LLC	0.13%	76.38K	20.94M	-1.83K	-2.34%
Jun 30, 2026	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.11%	67.14K	19.17M	2.69K	+4.18%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.54%	323.06K	92.26M	-224.21K	-40.97%
Jun 30, 2026	LPL FINANCIAL LLC	1.27%	768.23K	219.39M	65.4K	+9.31%
Jun 30, 2026	FISCHER FINANCIAL SERVICES, INC.	0.15%	88.41K	25.25M	273	+0.31%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.16%	98.7K	28.19M	1.77K	+1.82%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.17%	103.15K	29.46M	6.97K	+7.25%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.17%	104.02K	29.71M	2.77K	+2.73%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.19%	114.71K	32.76M	30.4K	+36.06%
Jun 30, 2026	FMR LLC	0.35%	212.23K	60.61M	-4.52K	-2.09%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.5%	300.58K	85.91M	30.92K	+11.46%
Jun 30, 2026	UBS GROUP AG	0.22%	130.56K	37.28M	18.44K	+16.45%
Jun 30, 2026	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.23%	141.26K	40.34M	66.44K	+88.78%
Jun 30, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.25%	148.36K	42.37M	98.97K	+200.36%
Jun 30, 2026	JPMORGAN CHASE & CO	0.26%	154.79K	43.09M	1.4K	+0.91%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.33%	198.77K	56.76M	-14.16K	-6.65%
Jun 30, 2026		0.45%	271.09K	77.43M	271.09K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.53%	319.99K	91.38M	-22.64K	-6.61%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.59%	357.39K	102.06M	-22.48K	-5.92%
Jun 30, 2026	MORGAN STANLEY	0.68%	407.35K	116.33M	4.85K	+1.21%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	36.76K	10.5M	1.74K	+4.98%
Jun 30, 2026	GRIMES & COMPANY, INC.	0.06%	37.11K	10.6M	-380	-1.01%
Jun 30, 2026	TRAYNOR CAPITAL MANAGEMENT, INC.	0.06%	38.87K	11.1M	55	+0.14%
Jun 30, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.07%	41.25K	11.78M	4.8K	+13.16%
Jun 30, 2026	CLARO ADVISORS LLC	0.07%	42.1K	12.02M	4.54K	+12.10%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.07%	42.43K	12.12M	-960	-2.21%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.08%	49.51K	14.14M	2.93K	+6.30%
Jun 30, 2026	KING WEALTH	0.09%	51.73K	14.77M	-586	-1.12%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.09%	53.84K	15.38M	1.21K	+2.30%
Jun 30, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.09%	56.07K	16.01M	-999	-1.75%
Jun 30, 2026	ROYAL BANK OF CANADA	0.1%	58.46K	16.7M	-232	-0.40%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	59.75K	17.06M	8.85K	+17.39%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.1%	60.74K	17.35M	1.9K	+3.23%
Jun 30, 2026	JUPITER TOPCO LLC	0.45%	271.09K	77.43M	271.09K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.14%	84.18K	23.9M	3.27K	+4.04%
Jun 30, 2026	SMITH, SALLEY & ASSOCIATES	0.07%	45.19K	12.91M	-656	-1.43%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.08%	45.91K	13.11M	-3.68K	-7.42%
Jun 30, 2026	CX INSTITUTIONAL	0.08%	46.15K	13.18M	7.12K	+18.24%
Jun 30, 2026	ADVISER INVESTMENTS LLC	0.08%	46.72K	13.34M	1.35K	+2.97%
Jun 30, 2026	CREATIVE PLANNING	0.08%	47.84K	13.66M	5.12K	+12.00%
Jun 30, 2026	MARINER, LLC	0.09%	55.67K	15.9M	-693	-1.23%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	96.5K	27.56M	-870	-0.89%
Jun 30, 2026	PFG ADVISORS	0.17%	102.88K	29.38M	580	+0.57%
Jun 30, 2026	YODER WEALTH MANAGEMENT, INC.	0.17%	104.25K	29.77M	6.17K	+6.29%
Jun 30, 2026	FINANCIAL PARTNERS GROUP, INC	0.18%	105.75K	30.2M	235	+0.22%
Jun 30, 2026	VICUS CAPITAL	0.18%	109.44K	31.25M	105.55K	+2,718.36%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.18%	111.21K	31.76M	606	+0.55%
Jun 30, 2026	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.2%	117.95K	24.54M	0	0
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.2%	118.09K	33.72M	12.52K	+11.86%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.3%	180.19K	51.46M	-3.27K	-1.78%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	668.46K	190.9M	1.09K	+0.16%
Mar 31, 2026	YODER WEALTH MANAGEMENT, INC.	0.16%	98.08K	20.41M	11.44K	+13.20%
Mar 31, 2026		0.09%	56.64K	11.78M	56.64K	+100.00%
Mar 31, 2026	PORTFOLIO STRATEGIES, INC.	0.39%	232.27K	48.32M	-3.2K	-1.36%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	258.36K	53.75M	-1.46K	-0.56%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.45%	269.66K	56.13M	-29.9K	-9.98%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.57%	342.64K	71.29M	29.28K	+9.34%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.63%	379.87K	79.03M	-22.98K	-5.70%
Mar 31, 2026	MORGAN STANLEY	0.67%	402.49K	83.74M	37.06K	+10.14%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.91%	547.28K	113.86M	268.4K	+96.24%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.08%	49.4K	10.28M	-70.94K	-58.95%
Mar 31, 2026	PFG ADVISORS	0.17%	102.3K	21.28M	1.67K	+1.66%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	105.58K	21.97M	102.62K	+3,472.79%
Mar 31, 2026	AGF MANAGEMENT LTD	1.12%	678.44K	141.15M	25.2K	+3.86%
Mar 31, 2026	ROYAL BANK OF CANADA	0.1%	58.69K	12.21M	-23.51K	-28.60%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.1%	58.84K	12.24M	-366	-0.62%
Mar 31, 2026	KRAFT, DAVIS & ASSOCIATES, LLC	0.13%	78.2K	19.27M	-3.18K	-3.91%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.12%	80.91K	16.82M	-15.09K	-15.72%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.16%	96.18K	20.01M	197	+0.21%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.16%	96.94K	20.17M	-13.14K	-11.94%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.14%	687.32K	143M	-28.59K	-3.99%
Mar 31, 2026	LPL FINANCIAL LLC	1.17%	702.83K	146.22M	8.13K	+1.17%
Mar 31, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.05%	36.46K	7.58M	-136	-0.37%
Mar 31, 2026	CRUMLY & ASSOCIATES INC.	0.05%	34.27K	7.13M	-120	-0.35%
Mar 31, 2026	STERLING INVESTMENT COUNSEL, LLC	0.06%	34.57K	7.19M	33.26K	+2,538.70%
Mar 31, 2026	ASSETMARK, INC	0.06%	40.24K	8.37M	2.11K	+5.53%
Mar 31, 2026	GRIMES & COMPANY, INC.	0.06%	37.49K	7.8M	-1.04K	-2.71%
Mar 31, 2026	CLARO ADVISORS LLC	0.06%	37.56K	7.81M	919	+2.51%
Mar 31, 2026	CX INSTITUTIONAL	0.06%	39.03K	8.12M	6.76K	+20.95%
Mar 31, 2026	CREATIVE PLANNING	0.06%	42.71K	8.89M	6.99K	+19.56%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.06%	43.39K	9.03M	-1.84K	-4.07%
Mar 31, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.06%	44.29K	9.21M	-7.66K	-14.75%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.07%	45.38K	9.44M	-4.62K	-9.24%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.07%	46.57K	9.69M	-6.46K	-12.18%
Mar 31, 2026	CITIGROUP INC	0.13%	76.72K	15.96M	34.21K	+80.49%
Mar 31, 2026	FISCHER FINANCIAL SERVICES, INC.	0.15%	88.13K	18.34M	1.58K	+1.83%
Mar 31, 2026	UBS GROUP AG	0.19%	112.12K	23.33M	-249	-0.22%
Mar 31, 2026	FINANCIAL PARTNERS GROUP, INC	0.17%	105.51K	21.95M	46	+0.04%
Mar 31, 2026	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.2%	117.95K	24.54M	22.81K	+23.97%
Mar 31, 2026	JPMORGAN CHASE & CO	0.25%	153.4K	30.59M	10.79K	+7.57%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.3%	183.45K	38.17M	10.52K	+6.08%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.35%	212.93K	44.3M	63.88K	+42.86%
Mar 31, 2026	FMR LLC	0.36%	216.75K	45.09M	29.39K	+15.68%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.63%	981.24K	204.15M	-1.09M	-52.68%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.34%	1.41M	293.59M	25.95K	+1.87%
Mar 31, 2026	LIDO ADVISORS, LLC	3.61%	2.18M	452.68M	75.63K	+3.60%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.18%	110.6K	23.01M	-9.21K	-7.69%
Mar 31, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.09%	57.07K	11.87M	1.01K	+1.80%
Mar 31, 2026	MAROTTA ASSET MANAGEMENT	0.11%	68.19K	14.37M	27.35K	+66.95%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.17%	101.25K	21.07M	-7.83K	-7.18%
Mar 31, 2026	RICHARD BERNSTEIN ADVISORS LLC	0.98%	594K	123.59M	-739.95K	-55.47%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.08%	49.59K	10.32M	1.06K	+2.19%
Mar 31, 2026	SMITH, SALLEY & ASSOCIATES	0.07%	45.85K	9.54M	739	+1.64%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	50.9K	10.59M	1.33K	+2.68%
Mar 31, 2026	LIFEWORKS ADVISORS, LLC	0.09%	56.85K	11.83M	5.07K	+9.79%
Mar 31, 2026	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.11%	64.45K	13.41M	-29.2K	-31.18%
Mar 31, 2026	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.12%	74.83K	15.57M	-5.49K	-6.84%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.14%	84.31K	17.54M	-1.69K	-1.97%
Mar 31, 2026	KING WEALTH	0.09%	52.32K	10.88M	-1.33K	-2.49%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.09%	52.63K	10.95M	5.94K	+12.72%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.09%	54.79K	11.4M	-160.3K	-74.53%
Mar 31, 2026	MARINER, LLC	0.09%	56.36K	11.73M	-9.44K	-14.34%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	97.37K	20.26M	278	+0.29%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	667.38K	138.85M	20.19K	+3.12%
Dec 31, 2025	LIDO ADVISORS, LLC	2.91%	2.1M	466.74M	4.59K	+0.22%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.05%	36.22K	1.72M	1.27K	+3.63%
Dec 31, 2025	ASSETMARK, INC	0.05%	38.14K	8.57M	-20.86K	-35.35%
Dec 31, 2025	GRIMES & COMPANY, INC.	0.05%	38.54K	8.66M	-426	-1.09%
Dec 31, 2025	BELLWETHER ADVISORS, LLC	0.07%	51.51K	11.57M	51.51K	+100.00%
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.07%	51.78K	11.63M	-19.94K	-27.80%
Dec 31, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.07%	51.95K	11.67M	1.5K	+2.98%
Dec 31, 2025	KING WEALTH	0.07%	53.65K	12.05M	-285	-0.53%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.08%	59.2K	13.3M	-4K	-6.33%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	72.26K	16.24M	-6.91K	-8.73%
Dec 31, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.11%	80.32K	18.05M	2.28K	+2.93%
Dec 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.11%	81.38K	18.55M	21.1K	+35.00%
Dec 31, 2025	UBS GROUP AG	0.15%	112.37K	25.25M	3.02K	+2.76%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.16%	120.33K	27.04M	-21.89K	-15.39%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.17%	119.81K	26.92M	3K	+2.57%
Dec 31, 2025	JPMORGAN CHASE & CO	0.19%	142.6K	32.04M	-732	-0.51%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.21%	149.05K	33.49M	62.4K	+72.01%
Dec 31, 2025	FISCHER FINANCIAL SERVICES, INC.	0.11%	86.55K	19.45M	614	+0.71%
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	82.2K	18.47M	2.84K	+3.57%
Dec 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.05%	40.1K	9.01M	-1.18K	-2.85%
Dec 31, 2025	MAROTTA ASSET MANAGEMENT	0.05%	40.84K	9.18M	6.81K	+20.00%
Dec 31, 2025	CITIGROUP INC	0.06%	42.51K	9.55M	4.67K	+12.33%
Dec 31, 2025	SMITH, SALLEY & ASSOCIATES	0.06%	45.11K	10.13M	-436	-0.96%
Dec 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.07%	56.05K	12.59M	-18.5K	-24.81%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	53.03K	11.92M	-1.18K	-2.18%
Dec 31, 2025	MARINER, LLC	0.09%	65.8K	14.78M	4.99K	+8.21%
Dec 31, 2025	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.13%	95.15K	21.38M	-15.21K	-13.78%
Dec 31, 2025	PFG ADVISORS	0.13%	100.63K	22.61M	-31	-0.03%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.13%	95.98K	21.56M	27.45K	+40.06%
Dec 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.14%	104.9K	23.57M	0	0
Dec 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.14%	105.47K	23.51M	-2.98K	-2.75%
Dec 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.14%	107.72K	24.2M	104.83K	+3,622.32%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	109.08K	24.51M	-61.68K	-36.12%
Dec 31, 2025	VICUS CAPITAL	0.15%	112.65K	25.31M	108.58K	+2,666.43%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.13%	96K	21.56M	18.17K	+23.34%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	97.1K	21.81M	934	+0.97%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	110.08K	24.73M	3.95K	+3.72%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	172.94K	38.85M	-128.2K	-42.57%
Dec 31, 2025	FMR LLC	0.25%	187.36K	42.09M	7.22K	+4.01%
Dec 31, 2025	AGF MANAGEMENT LTD	0.88%	653.24K	146.76M	-36.68K	-5.32%
Dec 31, 2025	LPL FINANCIAL LLC	0.96%	694.7K	156.08M	85.84K	+14.10%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.97%	715.92K	160.84M	37.58K	+5.54%
Dec 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	1.76%	1.33M	299.71M	-28.23K	-2.07%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	42.99K	9.66M	456	+1.07%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.92%	1.39M	311.21M	-55.91K	-3.88%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.8%	2.07M	465.86M	-101.68K	-4.67%
Dec 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.11%	86.64K	19.47M	17.39K	+25.11%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	86K	19.32M	4.05K	+4.94%
Dec 31, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.13%	93.65K	21.04M	4.77K	+5.37%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.06%	45.23K	10.16B	45.23K	+100.00%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.06%	46.69K	10.49M	2.32K	+5.23%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	47.41K	10.65M	-17.71K	-27.19%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.07%	48.52K	10.9M	-3.99K	-7.60%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.07%	50K	11.23M	-4.8K	-8.76%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	215.09K	48.32M	215.09K	+100.00%
Dec 31, 2025	PORTFOLIO STRATEGIES, INC.	0.31%	235.46K	52.9M	-3.27K	-1.37%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	259.82K	58.37M	46.3K	+21.69%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.39%	278.88K	62.66M	15.63K	+5.94%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	299.56K	67.36M	4.49K	+1.52%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	313.36K	70.4M	7.67K	+2.51%
Dec 31, 2025	MORGAN STANLEY	0.49%	365.44K	82.1M	22.83K	+6.66%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.54%	402.85K	90.51M	-76.56K	-15.97%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	647.18K	145.4M	-71.46K	-9.94%
Sep 30, 2025	AGF MANAGEMENT LTD	0.95%	689.92K	153.28M	72.85K	+11.81%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.07%	52.51K	11.67M	35.99K	+217.88%
Sep 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.07%	53.16K	11.81M	18.99K	+55.57%
Sep 30, 2025	JPMORGAN CHASE & CO	0.2%	143.34K	31.85M	7.82K	+5.77%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	65.12K	14.47M	18.97K	+41.10%
Sep 30, 2025	FISCHER FINANCIAL SERVICES, INC.	0.12%	85.94K	19.09M	-9.4K	-9.86%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	81.96K	18.21M	-258	-0.31%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	96.16K	21.36M	10.09K	+11.72%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.12%	86.65K	19.25M	55.33K	+176.63%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	54.21K	12.04M	826	+1.55%
Sep 30, 2025	ROYAL BANK OF CANADA	0.11%	79.37K	17.63M	2.99K	+3.92%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.98%	1.44M	320.17M	-32.93K	-2.23%
Sep 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	1.87%	1.36M	311.23M	-44.29K	-3.15%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.99%	718.64K	159.66M	58.08K	+8.79%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.93%	678.34K	150.71M	18.8K	+2.85%
Sep 30, 2025	GRIMES & COMPANY, INC.	0.05%	38.96K	8.66M	-1.14K	-2.83%
Sep 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.05%	38K	8.44M	162	+0.43%
Sep 30, 2025	CITIGROUP INC	0.05%	37.84K	8.41M	697	+1.88%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.05%	34.95K	7.76M	-317	-0.90%
Sep 30, 2025	MAROTTA ASSET MANAGEMENT	0.05%	34.04K	7.62M	-5.37K	-13.62%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.05%	33.93K	7.54M	347	+1.03%
Sep 30, 2025	SIGMA PLANNING CORP	0.05%	33.27K	7.39M	3.11K	+10.30%
Sep 30, 2025	CLARO ADVISORS LLC	0.05%	33.08K	7.35M	2.27K	+7.37%
Sep 30, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.04%	31.01K	6.89M	-3.59K	-10.37%
Sep 30, 2025	CX INSTITUTIONAL	0.04%	29.41K	6.54M	-3.59K	-10.89%
Sep 30, 2025	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.04%	29.38K	6.53M	-985	-3.24%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.04%	29.07K	1.51M	25.33K	+678.39%
Sep 30, 2025	FINANCIAL PERSPECTIVES, INC	0.04%	28.53K	6.34M	71	+0.25%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	26.53K	5.96M	2.08K	+8.51%
Sep 30, 2025	LPL FINANCIAL LLC	0.84%	608.86K	135.27M	56.7K	+10.27%
Sep 30, 2025	FMR LLC	0.25%	180.15K	40.02M	4.02K	+2.28%
Sep 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.1%	69.26K	15.39M	9.23K	+15.37%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.99%	2.18M	483.27M	-73.15K	-3.25%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.36%	263.25K	58.49M	21.35K	+8.82%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	213.52K	47.44M	8.21K	+4.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.2%	142.22K	31.6M	28.65K	+25.23%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.09%	68.53K	15.22M	305	+0.45%
Sep 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.08%	60.29K	13.69M	114	+0.19%
Sep 30, 2025	PORTFOLIO STRATEGIES, INC.	0.33%	238.73K	53.04M	-3.61K	-1.49%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	116.81K	25.95M	-610	-0.52%
Sep 30, 2025	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.15%	110.36K	24.52M	-10.59K	-8.76%
Sep 30, 2025	UBS GROUP AG	0.15%	109.35K	24.29M	540	+0.50%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.15%	108.45K	24.09M	-314	-0.29%
Sep 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.14%	104.9K	23.31M	0	0
Sep 30, 2025	PFG ADVISORS	0.14%	100.66K	22.36M	100.66K	+100.00%
Sep 30, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.12%	88.87K	19.74M	12.72K	+16.70%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	79.17K	17.59M	945	+1.21%
Sep 30, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.11%	78.04K	17.34M	18.76K	+31.65%
Sep 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.1%	74.55K	16.56M	-8.02K	-9.71%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.1%	71.72K	15.93M	4.09K	+6.05%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	63.2K	14.04M	-1.92K	-2.95%
Sep 30, 2025	MARINER, LLC	0.08%	60.81K	13.51M	-3.05K	-4.78%
Sep 30, 2025	ASSETMARK, INC	0.08%	58.99K	13.11M	7.48K	+14.51%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.08%	54.8K	12.17M	-4.4K	-7.43%
Sep 30, 2025	KING WEALTH	0.07%	53.94K	11.98M	-1.67K	-3.01%
Sep 30, 2025	LIDO ADVISORS, LLC	2.88%	2.1M	465.58M	3.08K	+0.15%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.66%	479.4K	106.5M	471.65K	+6,087.42%
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.49%	352.48K	78.31M	-28.43K	-7.46%
Sep 30, 2025	MORGAN STANLEY	0.47%	342.61K	76.12M	6.52K	+1.94%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	305.68K	67.91M	12.76K	+4.36%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	301.13K	66.9M	-7.37K	-2.39%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	295.08K	64.56M	124.42K	+72.91%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	170.76K	37.94M	33.43K	+24.34%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	106.13K	23.58M	16.65K	+18.61%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.07%	50.44K	11.21M	379	+0.76%
Sep 30, 2025	SMITH, SALLEY & ASSOCIATES	0.06%	45.54K	10.12M	-446	-0.97%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.06%	44.37K	10.07M	35.03K	+375.34%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	42.54K	9.45M	1.79K	+4.40%
Sep 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.06%	41.27K	9.17M	-533	-1.28%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.11%	77.84K	17.28M	4.6K	+6.29%
Jun 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	2.01%	1.41M	277.39M	-82.67K	-5.55%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.21%	2.25M	443.42M	-135.02K	-5.67%
Jun 30, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.11%	76.15K	15.02M	4.67K	+6.53%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	78.23K	15.43M	47.76K	+156.75%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.12%	82.21K	16.21M	-16.04K	-16.32%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	89.47K	17.65M	-5.71K	-6.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.16%	113.57K	22.4M	52.18K	+84.99%
Jun 30, 2025	FMR LLC	0.25%	176.13K	34.74M	4.41K	+2.57%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	308.5K	60.84M	159.65K	+107.26%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	292.93K	57.77M	61.52K	+26.59%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	205.31K	40.49M	-11.82K	-5.45%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	170.66K	33.69M	8.2K	+5.05%
Jun 30, 2025		0.08%	59.28K	11.69M	-1.85K	-3.03%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.54%	380.91K	75.12M	15.72K	+4.30%
Jun 30, 2025	LIDO ADVISORS, LLC	2.99%	2.09M	412.69M	64.81K	+3.20%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.05%	34.93K	6.89M	-1.89K	-5.12%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.05%	35.27K	6.96M	25.58K	+264.23%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.05%	35.58K	7.02M	80	+0.23%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	37.41K	7.38M	10.27K	+37.84%
Jun 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.05%	37.83K	7.39M	195	+0.52%
Jun 30, 2025	MAROTTA ASSET MANAGEMENT	0.06%	39.4K	7.77M	21.97K	+126.08%
Jun 30, 2025	GRIMES & COMPANY, INC.	0.06%	40.1K	7.91M	40.1K	+100.00%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.06%	40.74K	8.04M	2.69K	+7.07%
Jun 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.06%	41.8K	8.24M	-161	-0.38%
Jun 30, 2025	SMITH, SALLEY & ASSOCIATES	0.07%	45.99K	9.07M	238	+0.52%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.07%	46.08K	9.09M	-7.73K	-14.36%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	46.15K	9.1M	4.3K	+10.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	137.34K	27.09M	41.39K	+43.14%
Jun 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.12%	82.57K	16.28M	845	+1.03%
Jun 30, 2025	UBS GROUP AG	0.16%	108.81K	21.46M	11.79K	+12.15%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.16%	111.31K	21.95M	-36.62K	-24.75%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	108.11K	4.29M	86.78K	+406.86%
Jun 30, 2025	PORTFOLIO STRATEGIES, INC.	0.35%	242.34K	47.78M	3.16K	+1.32%
Jun 30, 2025	MORGAN STANLEY	0.48%	336.08K	66.28M	7.1K	+2.16%
Jun 30, 2025	LPL FINANCIAL LLC	0.79%	552.16K	108.9M	148.35K	+36.74%
Jun 30, 2025	AGF MANAGEMENT LTD	0.88%	617.08K	121.7M	9.11K	+1.50%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.35%	241.9K	47.71M	27.77K	+12.97%
Jun 30, 2025	JPMORGAN CHASE & CO	0.19%	135.52K	26.73M	13.93K	+11.45%
Jun 30, 2025	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.17%	120.95K	23.85M	25.02K	+26.09%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	73.23K	14.44M	-32.07K	-30.45%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.08%	59.19K	11.67M	-1.19K	-1.97%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.16%	108.76K	21.45M	4.67K	+4.49%
Jun 30, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.08%	59.28K	11.69M	-1.85K	-3.03%
Jun 30, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.11%	77.87K	5.15M	-82.74K	-51.52%
Jun 30, 2025	FISCHER FINANCIAL SERVICES, INC.	0.14%	95.34K	18.8M	181	+0.19%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.17%	117.42K	23.16M	1.19K	+1.02%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.94%	659.54K	130.07M	127.23K	+23.90%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.94%	660.57K	130.28M	-83.84K	-11.26%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	86.07K	16.98M	83.98K	+4,004.58%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.11%	1.47M	290.71M	-28.59K	-1.90%
Jun 30, 2025	LIFEWORKS ADVISORS, LLC	0.1%	67.62K	13.34M	19.18K	+39.59%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.1%	68.22K	13.45M	2.61K	+3.98%
Jun 30, 2025	ROYAL BANK OF CANADA	0.11%	76.37K	15.06M	-4.62K	-5.70%
Jun 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.15%	104.9K	20.69M	0	0
Jun 30, 2025	ASSETMARK, INC	0.07%	51.51K	10.16M	50.86K	+7,740.79%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.08%	53.36K	10.52M	-14.93K	-21.86%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	50.08K	9.94M	-53.84K	-51.81%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	53.39K	10.53M	3.77K	+7.60%
Jun 30, 2025	KING WEALTH	0.08%	55.61K	10.97M	-677	-1.20%
Jun 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.09%	60.03K	11.84M	3.65K	+6.47%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.09%	60.17K	12.42M	-354	-0.58%
Jun 30, 2025	MARINER, LLC	0.09%	63.86K	12.59M	4.44K	+7.47%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	65.13K	13.4M	-41.31K	-38.81%
Jun 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.1%	71.86K	14.17M	71.86K	+100.00%
Mar 31, 2025	LIFEWORKS ADVISORS, LLC	0.08%	48.45K	7.81M	30.49K	+169.83%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.1%	60.38K	9.74M	-1.03K	-1.67%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	95.18K	15.35M	2.73K	+2.95%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.16%	103.92K	16.76M	24.79K	+31.33%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.17%	105.3K	16.98M	-111.42K	-51.41%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.23%	147.93K	23.86M	162	+0.11%
Mar 31, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.25%	160.62K	8.43M	151.95K	+1,753.61%
Mar 31, 2025	MORGAN STANLEY	0.52%	328.98K	53.06M	486	+0.15%
Mar 31, 2025	FULL SAIL CAPITAL, LLC	0.57%	365.2K	58.9M	-27.3K	-6.96%
Mar 31, 2025	LPL FINANCIAL LLC	0.64%	403.81K	65.12M	15.21K	+3.91%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	162.46K	26.23M	27.9K	+20.73%
Mar 31, 2025		0.07%	47.54K	7.67M	6.09K	+14.68%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.75%	2.38M	384.37M	-183.74K	-7.16%
Mar 31, 2025	PFG ADVISORS	0.14%	86.41K	13.94M	1.63K	+1.92%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.1%	65.61K	10.58M	872	+1.35%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.34%	214.13K	34.53M	21.91K	+11.40%
Mar 31, 2025	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.15%	95.93K	15.47M	35.7K	+59.28%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.18%	116.23K	18.74M	-4.11K	-3.42%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	148.85K	24M	-15.89K	-9.64%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	532.31K	85.85M	-34.73K	-6.13%
Mar 31, 2025	AGF MANAGEMENT LTD	0.96%	607.96K	98.05M	16.62K	+2.81%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.11%	68.29K	11.01M	4.84K	+7.63%
Mar 31, 2025	ROYAL BANK OF CANADA	0.13%	80.99K	13.06M	-3.01K	-3.58%
Mar 31, 2025	JPMORGAN CHASE & CO	0.19%	121.59K	19.61M	28.75K	+30.97%
Mar 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.13%	81.72K	13.18M	1.6K	+1.99%
Mar 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.16%	104.09K	16.79M	-732	-0.70%
Mar 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.17%	104.9K	16.92M	104.9K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.17%	744.4K	120.05M	-37.06K	-4.74%
Mar 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	2.34%	1.49M	240.15M	-73.23K	-4.69%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.37%	1.5M	242.33M	-689.97K	-31.47%
Mar 31, 2025	LIDO ADVISORS, LLC	3.19%	2.03M	327.01M	76.67K	+3.93%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	217.13K	35.02M	28.45K	+15.08%
Mar 31, 2025	PORTFOLIO STRATEGIES, INC.	0.38%	239.18K	38.57M	1.34K	+0.56%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.67%	423.89K	68.36M	235.1K	+124.53%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.1%	61.39K	9.9M	-117.94K	-65.77%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	231.4K	37.32M	-20.77K	-8.23%
Mar 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.09%	56.38K	9.09M	7.65K	+15.70%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.17%	106.44K	17.16M	10.19K	+10.58%
Mar 31, 2025	UBS GROUP AG	0.15%	97.02K	15.65M	4.72K	+5.11%
Mar 31, 2025	FMR LLC	0.27%	171.72K	27.69M	8.53K	+5.23%
Mar 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.1%	60.53K	9.05M	17.38K	+40.27%
Mar 31, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.11%	71.48K	11.53M	564	+0.80%
Mar 31, 2025	KING WEALTH	0.09%	56.29K	9.08M	-1.29K	-2.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	98.25K	15.84M	115	+0.12%
Mar 31, 2025	MARINER, LLC	0.09%	59.42K	9.58M	-2.16K	-3.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	95.95K	15.47M	29K	+43.32%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.08%	53.81K	8.68M	-4.76K	-8.12%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	49.61K	8M	-319	-0.64%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	41.56K	6.48M	41.56K	+100.00%
Mar 31, 2024	SMITH, SALLEY & ASSOCIATES	0.08%	44.3K	6.9M	-4.59K	-9.39%
Mar 31, 2024	EXCHANGE CAPITAL MANAGEMENT, INC.	0.08%	44.37K	6.91M	-811	-1.80%
Mar 31, 2024	TRAYNOR CAPITAL MANAGEMENT, INC.	0.08%	44.45K	6.93M	2.54K	+6.07%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.08%	45.85K	7.14M	4.87K	+11.88%
Mar 31, 2024	MARINER, LLC	0.09%	51.56K	8.03M	-332	-0.64%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.09%	58.33K	9.07M	5.8K	+11.04%
Mar 31, 2024	LIFEWORKS ADVISORS, LLC	0.09%	52.39K	8.16M	2.72K	+5.47%
Mar 31, 2024		0.1%	55.61K	8.67M	2K	+3.74%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0.1%	55.89K	8.71M	5.69K	+11.34%
Mar 31, 2024	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.11%	61.89K	9.64M	1.62K	+2.68%
Mar 31, 2024	ROYAL BANK OF CANADA	0.11%	69.99K	10.91M	46.89K	+203.03%
Mar 31, 2024	ARMOR INVESTMENT ADVISORS, LLC	0.11%	62.43K	9.73M	-2.13K	-3.31%
Mar 31, 2024	CRUMLY & ASSOCIATES INC.	0.13%	73.06K	11.39M	274	+0.38%
Mar 31, 2024	UBS GROUP AG	0.13%	85.91K	13.39M	10.05K	+13.25%
Mar 31, 2024	PFG ADVISORS	0.14%	78.37K	12.21M	3.49K	+4.66%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.14%	79.91K	12.45M	-7.15K	-8.21%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.15%	95.51K	14.88M	54.13K	+130.83%
Mar 31, 2024	HALPERN FINANCIAL, INC.	0.15%	85.91K	13.29B	-10.1K	-10.52%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.15%	86.54K	13.49M	2.21K	+2.62%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.18%	117.1K	18.25M	2.62K	+2.29%
Mar 31, 2024	FINANCIAL PARTNERS GROUP, INC	0.19%	108.01K	16.83M	-3.74K	-3.35%
Mar 31, 2024	JPMORGAN CHASE & CO	0.2%	125.96K	19.63M	-1.69K	-1.33%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.2%	112.5K	17.53M	10.12K	+9.88%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.2%	115.72K	18.03M	-1.13K	-0.97%
Mar 31, 2024	VICUS CAPITAL	0.21%	119.13K	18.57M	104	+0.09%
Mar 31, 2024	FMR LLC	0.21%	136.85K	21.33M	13.95K	+11.35%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.24%	156.27K	24.38M	-12.69K	-7.51%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.25%	159.98K	24.93M	47.69K	+42.46%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.28%	157.36K	24.54M	109.09K	+226.02%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	186.03K	28.99M	-10.26K	-5.23%
Mar 31, 2024	MORGAN STANLEY	0.38%	246.95K	38.48M	3.45K	+1.42%
Mar 31, 2024	AGF MANAGEMENT LTD	0.39%	222.66K	34.7M	74.48K	+50.27%
Mar 31, 2024	LPL FINANCIAL LLC	0.43%	274.67K	42.8M	24.62K	+9.84%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.68%	435.98K	67.94M	16.16K	+3.85%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.74%	421.52K	65.69M	-12.96K	-2.98%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.44%	823.43K	128.32M	823.43K	+100.00%
Mar 31, 2024	MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC	0.1%	55.61K	8.67M	2K	+3.74%
Mar 31, 2024	KING WEALTH	0.11%	60.68K	9.46M	-1.2K	-1.95%
Mar 31, 2024	CHURCHILL MANAGEMENT CORP	2.21%	1.26M	196.69M	1.26M	+100.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5.02%	3.23M	502.75M	-101.9K	-3.06%
Mar 31, 2024	SNOWDEN CAPITAL ADVISORS LLC	0.07%	37.54K	5.85M	-689	-1.80%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.07%	39.83K	6.21M	3.73K	+10.34%
Mar 31, 2024	SOUTHERN CAPITAL ADVISORS, LLC	0.07%	41.44K	6.46M	8.05K	+24.10%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.07%	41.98K	6.54M	-3.92K	-8.54%
Mar 31, 2024	KRAFT, DAVIS & ASSOCIATES, LLC	0.07%	42.44K	6.57M	-36.59K	-46.30%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.08%	43.82K	6.83M	17.3K	+65.23%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.11%	63.43K	9.88M	-1.23K	-1.91%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	79.9K	12.45M	-14.01K	-14.92%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.13%	82.09K	12.79M	3.44K	+4.38%
Mar 31, 2024	LIDO ADVISORS, LLC	3.15%	1.8M	280M	87.06K	+5.09%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	30.19K	4.71M	4.9K	+19.39%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.05%	30.19K	4.71M	30.19K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.05%	31K	4.83M	3.17K	+11.38%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.05%	31.29K	4.88M	31.29K	+100.00%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.05%	31.3K	4.88M	-5.64K	-15.28%
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.05%	31.35K	4.88M	-1.2K	-3.67%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	32.22K	5.02M	763	+2.43%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.05%	34.39K	5.36M	1.84K	+5.65%
Mar 31, 2024	PRIMORIS WEALTH ADVISORS, LLC	0.05%	34.44K	5.37M	174	+0.51%
Mar 31, 2024	PERSONAL CFO SOLUTIONS, LLC	0.06%	35.83K	5.58M	-610	-1.67%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.15%	87.06K	12.5M	-16.5K	-15.94%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.15%	84.33K	12.11M	11.48K	+15.76%
Dec 31, 2023	KRAFT, DAVIS & ASSOCIATES, LLC	0.14%	79.02K	11.83M	1.59K	+2.06%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.14%	78.65K	11.3M	1.56K	+2.02%
Dec 31, 2023	UBS GROUP AG	0.13%	75.86K	10.9M	-2.36K	-3.01%
Dec 31, 2023	PFG ADVISORS	0.13%	74.88K	10.76M	1.01K	+1.37%
Dec 31, 2023	CRUMLY & ASSOCIATES INC.	0.13%	72.79K	10.46M	48.49K	+199.49%
Dec 31, 2023	JPMORGAN CHASE & CO	0.22%	127.66K	18.34M	8.08K	+6.76%
Dec 31, 2023	AGF MANAGEMENT LTD	0.26%	148.17K	21.28M	43.92K	+42.12%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.3%	168.96K	24.29M	-29.09K	-14.69%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	196.29K	28.2M	30.25K	+18.21%
Dec 31, 2023	MORGAN STANLEY	0.43%	243.5K	34.98M	23.81K	+10.84%
Dec 31, 2023	PORTFOLIO STRATEGIES, INC.	0.43%	244.81K	35.32M	-2.99K	-1.21%
Dec 31, 2023	STEEL PEAK WEALTH MANAGEMENT LLC	0.12%	66.4K	9.54M	66.4K	+100.00%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.11%	64.66K	9.29M	-361	-0.56%
Dec 31, 2023	ARMOR INVESTMENT ADVISORS, LLC	0.11%	64.57K	9.27M	261	+0.41%
Dec 31, 2023	KING WEALTH	0.11%	61.88K	8.89M	-4.03K	-6.12%
Dec 31, 2023	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.11%	60.27K	8.66M	2.14K	+3.68%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.1%	55.9K	8.03M	55.9K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	52.53K	7.55M	2.73K	+5.47%
Dec 31, 2023	MARINER, LLC	0.09%	51.89K	7.45M	13.67K	+35.77%
Dec 31, 2023	ATLAS CAPITAL ADVISORS LLC	0.09%	50.2K	7.21M	-235	-0.47%
Dec 31, 2023	LIFEWORKS ADVISORS, LLC	0.09%	49.67K	7.13M	788	+1.61%
Dec 31, 2023	SMITH, SALLEY & ASSOCIATES	0.09%	48.89K	7.02M	-301	-0.61%
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.08%	48.27K	6.94M	-100.44K	-67.54%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.08%	45.9K	6.59M	-10.92K	-19.21%
Dec 31, 2023	EXCHANGE CAPITAL MANAGEMENT, INC.	0.08%	45.18K	6.49M	-1.36K	-2.93%
Dec 31, 2023	AVAII WEALTH MANAGEMENT, LLC	0.08%	42.88K	6.16M	6.47K	+17.77%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.07%	42.01K	6.28M	12.89K	+44.28%
Dec 31, 2023	TRAYNOR CAPITAL MANAGEMENT, INC.	0.07%	41.91K	6.02M	-5.12K	-10.89%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.07%	41.38K	5.94M	26K	+169.02%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.07%	40.98K	5.91M	8.58K	+26.49%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.2%	114.48K	16.44M	-1.96K	-1.68%
Dec 31, 2023	SNOWDEN CAPITAL ADVISORS LLC	0.07%	38.22K	5.49M	817	+2.18%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.06%	36.95K	5.31M	9.16K	+32.96%
Dec 31, 2023	PERSONAL CFO SOLUTIONS, LLC	0.06%	36.44K	5.23M	32.67K	+866.78%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5.84%	3.33M	478.03M	-49.11K	-1.45%
Dec 31, 2023	LIDO ADVISORS, LLC	3%	1.71M	245.57M	57.05K	+3.45%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.76%	434.49K	62.41M	-199.87K	-31.51%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.74%	419.82K	60.3M	59.88K	+16.64%
Dec 31, 2023		0.17%	96K	13.26M	-1.53K	-1.57%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.2%	116.85K	16.78M	6.1K	+5.51%
Dec 31, 2023	VICUS CAPITAL	0.21%	119.03K	17.1M	-17.45K	-12.79%
Dec 31, 2023	FMR LLC	0.22%	122.9K	17.65M	10.5K	+9.34%
Dec 31, 2023	LPL FINANCIAL LLC	0.44%	250.05K	35.92M	19.61K	+8.51%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	112.29K	16.13M	-17.33K	-13.37%
Dec 31, 2023	FINANCIAL PARTNERS GROUP, INC	0.2%	111.75K	16.05M	-418	-0.37%
Dec 31, 2023	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.18%	104.9K	15.07M	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.18%	102.38K	14.71M	18.18K	+21.60%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.16%	93.91K	13.49M	18.27K	+24.16%

Frequently Asked Questions