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

Who are the major shareholders selling Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock?

NEWEDGE ADVISORS, LLC, in the last quarter, reduced its stake in HDEF by -1.22% restricting it's holding to 27.2 thousand shares of worth nearly $874.14K. CAPTRUST FINANCIAL ADVISORS also lessened -4.96% of the HDEF shares from its portfolio, reducing its holding to 41.65 thousand shares of worth $1.34M. STIFEL FINANCIAL CORP also shunned HDEF shares holding by -1.13% last quarter which brought its holding to 101.61 thousand shares worth $3.27M.

Investors who are buying HDEF stock?

As per its latest 13F filing, FIFTH THIRD BANCORP increased its stake in HDEF by 64.1% in the last quarter. The institutional holder raised its holding to 28.7 thousand shares having worth more than $922.48K. ORGEL WEALTH MANAGEMENT, LLC also added 0.13% more shares of HDEF to its portfolio, raising its holding to 29.77 thousand shares of worth $956.68K. 5T WEALTH, LLC also increased its HDEF shares holding by 4.92% which brought its holding to 31.51 thousand shares worth $1.01M.

HDEF's major insiders: who are they?

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

Did an insider recently sell HDEF stock?

Company executives, directors, and other insiders own N/A percent of Xtrackers MSCI EAFE High Dividend Yield Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which HDEF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased HDEF stock?

There have been 0 transaction(s) during the past 6-months in which Xtrackers MSCI EAFE High Dividend Yield Equity ETF insiders have bought stock, totalling 0 shares

How much of HDEF does insiders own?

Around 0 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares are held by insiders, which represents about N/A of HDEF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HDEF?

GLENMEDE TRUST CO NA is the largest institutional owner in HDEF which holds 23.9 thousand shares worth $768.15K or 0.03% of the total HDEF shares outstanding followed by NEWEDGE ADVISORS, LLC with ownership of 27.2 thousand shares representing 0.04% of the HDEF ownership. FIFTH THIRD BANCORP is the third largest stakeholder with 28.7 thousand shares or 0.04% of the ownership worth more than $922.48K.

Is Xtrackers MSCI EAFE High Dividend Yield Equity 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 HDEF is concerned, it is a stock which is optionable.

Is there a short position on HDEF's shares?

Number of HDEF 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 HDEF shares are there?

As of today, null shares of HDEF are outstanding.

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

HDEF 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 HDEF is null.

Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) 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. GLENMEDE TRUST CO NA is the top corporate investor, holding 23.9K shares valued at $768.15K. A 0.03% stake in Xtrackers MSCI EAFE High Dividend Yield Equity ETF is owned by the company. NEWEDGE ADVISORS, LLC owns 27.2K shares valued at $874.14K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GLENMEDE TRUST CO NA	0.03%	23.9K	768.15K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.04%	27.2K	874.14K	-336	-1.22%
Jun 30, 2026	FIFTH THIRD BANCORP	0.04%	28.7K	922.48K	11.21K	+64.10%
Jun 30, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.04%	29.77K	956.68K	40	+0.13%
Jun 30, 2026	5T WEALTH, LLC	0.05%	31.51K	1.01M	1.48K	+4.92%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	31.88K	1.02M	19.57K	+159.08%
Jun 30, 2026	FMR LLC	0.05%	32.43K	1.04M	2.75K	+9.27%
Jun 30, 2026	IFP ADVISORS, INC	0.05%	34.6K	1.11M	1.15K	+3.42%
Jun 30, 2026	MARINER, LLC	0.06%	37.39K	1.2M	2.43K	+6.95%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.06%	37.67K	1.21M	0	0
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.06%	41.65K	1.34M	-2.17K	-4.96%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.15%	101.61K	3.27M	-1.17K	-1.13%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	125.03K	4.02M	-7.18K	-5.43%
Jun 30, 2026	SWS PARTNERS	0.19%	125.27K	4.03M	2.39K	+1.95%
Jun 30, 2026		0.14%	100.65K	3.23M	-2.08K	-2.02%
Jun 30, 2026	NICOLET BANKSHARES INC	0.23%	150.45K	4.84M	29.37K	+24.26%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.24%	158.11K	5.08M	-407	-0.26%
Jun 30, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.6%	392.42K	12.61M	23.46K	+6.36%
Jun 30, 2026	COLUMBUS MACRO, LLC	0.61%	402.36K	12.93M	-1.63K	-0.40%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.63%	415.79K	13.36M	33.75K	+8.83%
Jun 30, 2026	TSFG, LLC	0.75%	491.83K	15.81M	-66.87K	-11.97%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.17%	1.42M	45.98M	-110.42K	-7.19%
Jun 30, 2026	ALLWORTH FINANCIAL LP	2.7%	1.77M	56.86M	-153.45K	-7.98%
Jun 30, 2026	MORGAN STANLEY	4.32%	2.84M	91.12M	1.51M	+113.64%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	1.73%	1.14M	36.53M	-197.4K	-14.80%
Jun 30, 2026	ETF PORTFOLIO PARTNERS, INC.	0.46%	302.67K	9.73M	45	+0.01%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.5%	330.21K	10.61M	-3.58K	-1.07%
Jun 30, 2026	ROYAL BANK OF CANADA	0.58%	381.72K	12.27M	-32.83K	-7.92%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.81%	532.57K	17.12M	2.64K	+0.50%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.89%	583.66K	18.76M	106.68K	+22.37%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.29%	189.02K	6.08M	4.39K	+2.38%
Jun 30, 2026	ASSETMARK, INC	0.3%	197.08K	6.33M	-727	-0.37%
Jun 30, 2026	WHITE PINE INVESTMENT CO	0.37%	245.43K	7.89M	-889	-0.36%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.06%	36.75K	1.18M	2.03K	+5.85%
Jun 30, 2026	SHEPHERD KAPLAN KROCHUK, LLC	0.08%	51.88K	1.67M	-13.58K	-20.74%
Jun 30, 2026	INVESTMENT PARTNERS, LTD.	0.08%	51.94K	1.67M	-108	-0.21%
Jun 30, 2026	CITADEL ADVISORS LLC	0.09%	55.9K	1.8M	55.9K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.1%	63.91K	2.05M	5.34K	+9.12%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.1%	65.66K	2.11M	-282	-0.43%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.55%	1.02M	32.65M	-17.32K	-1.68%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.45%	297.93K	9.58M	-13.93K	-4.47%
Jun 30, 2026	ALLEN INVESTMENT MANAGEMENT LLC	0.91%	596.29K	19.15M	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.93%	613.13K	19.71M	-7.65K	-1.23%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.28%	183.75K	5.91M	2.93K	+1.62%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	1.53%	1.01M	32.35M	8.03K	+0.80%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.89%	1.24M	39.95M	86.12K	+7.44%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	36.21%	23.76M	763.69M	23.76M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	36.21%	23.76M	763.69M	-1.86M	-7.26%
Jun 30, 2026	PALLER FINANCIAL SERVICES INC	0.21%	136.11K	4.37M	-12.13K	-8.18%
Jun 30, 2026	INDIVISIBLE PARTNERS	0.15%	100.65K	3.23M	-2.08K	-2.02%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	74.97K	2.41M	5.18K	+7.41%
Jun 30, 2026	REGIONS FINANCIAL CORP	0.15%	96.82K	3.11M	6.28K	+6.93%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.15%	99.03K	3.18M	98.71K	+30,751.40%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	100.45K	3.23M	2.71K	+2.78%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.5%	330.06K	10.61M	17.42K	+5.57%
Jun 30, 2026	JPMORGAN CHASE & CO	0.53%	348.22K	11.25M	10.26K	+3.03%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.57%	371.78K	11.95M	7.48K	+2.05%
Jun 30, 2026	UBS GROUP AG	0.97%	635.35K	20.42M	-10.04K	-1.56%
Jun 30, 2026	LPL FINANCIAL LLC	1.45%	952.35K	30.61M	-14.76K	-1.53%
Jun 30, 2026	CRESCENT GROVE ADVISORS, LLC	0.03%	18.12K	582.25K	-852	-4.49%
Jun 30, 2026	NORTHCREST ASSET MANANGEMENT, LLC	0.03%	19.63K	640.66K	-7.92K	-28.74%
Jun 30, 2026	AUSTIN WEALTH MANAGEMENT, LLC	0.03%	20.24K	673.55K	3.67K	+22.12%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.03%	20.75K	666.78K	6.06K	+41.24%
Jun 30, 2026	KAVAR CAPITAL PARTNERS GROUP, LLC	0.03%	21.03K	675.78K	0	0
Jun 30, 2026	GDS WEALTH MANAGEMENT	0.03%	22.83K	733.63K	9.38K	+69.76%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.92%	620.78K	20.12M	-252.7K	-28.93%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.27%	1.54M	49.12M	-265.4K	-14.74%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.06%	43.82K	1.42M	1.24K	+2.92%
Mar 31, 2026	SHEPHERD KAPLAN KROCHUK, LLC	0.1%	65.45K	2.12M	-1.21K	-1.82%
Mar 31, 2026		0.15%	102.73K	3.33M	14.08K	+15.88%
Mar 31, 2026	JPMORGAN CHASE & CO	0.5%	337.97K	10.74M	52.61K	+18.44%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.54%	364.3K	11.81M	-1.39K	-0.38%
Mar 31, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.55%	368.96K	11.96M	60.32K	+19.55%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.57%	382.04K	12.38M	43.28K	+12.78%
Mar 31, 2026	COLUMBUS MACRO, LLC	0.6%	403.99K	13.09M	1.92K	+0.48%
Mar 31, 2026	ROYAL BANK OF CANADA	0.61%	414.55K	13.44M	-1.32K	-0.32%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.71%	476.98K	15.46M	14.25K	+3.08%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.78%	529.93K	17.18M	134.07K	+33.87%
Mar 31, 2026	TSFG, LLC	0.83%	558.7K	18.11M	82.86K	+17.41%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	97.74K	3.17M	21.65K	+28.45%
Mar 31, 2026	SSI INVESTMENT MANAGEMENT LLC	0.15%	98.01K	3.18M	62	+0.06%
Mar 31, 2026	MARINER, LLC	0.05%	34.96K	1.13M	1.25K	+3.71%
Mar 31, 2026	LPL FINANCIAL LLC	1.43%	967.1K	31.34M	181.11K	+23.04%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	1.48%	998.52K	32.36M	6.05K	+0.61%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.53%	1.03M	33.49M	-801.91K	-43.70%
Mar 31, 2026	MORGAN STANLEY	1.96%	1.33M	43.01M	41.17K	+3.20%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	1.97%	1.33M	43.24M	-7.77K	-0.58%
Mar 31, 2026	ALLWORTH FINANCIAL LP	2.84%	1.92M	62.31M	50.92K	+2.72%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	37.91%	25.62M	830.43M	-1.97M	-7.13%
Mar 31, 2026	CENTRAL PACIFIC BANK - TRUST DIVISION	0.08%	50.98K	1.65M	0	0
Mar 31, 2026	INVESTMENT PARTNERS, LTD.	0.08%	52.05K	1.69M	-94	-0.18%
Mar 31, 2026	CREATIVE PLANNING	0.09%	58.57K	1.9M	5.49K	+10.35%
Mar 31, 2026	REGIONS FINANCIAL CORP	0.13%	90.54K	2.93M	10.47K	+13.07%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	102.78K	3.33M	7.18K	+7.51%
Mar 31, 2026	NICOLET BANKSHARES INC	0.18%	121.08K	3.92M	121.08K	+100.00%
Mar 31, 2026	SWS PARTNERS	0.18%	122.87K	3.98M	-1.13M	-90.20%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.23%	158.52K	5.14M	2.85K	+1.83%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.27%	180.83K	5.86M	9.28K	+5.41%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.27%	184.63K	5.98M	41.93K	+29.38%
Mar 31, 2026	ASSETMARK, INC	0.29%	197.8K	6.41M	-7.11K	-3.47%
Mar 31, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.1%	65.94K	2.14M	-2.87K	-4.16%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	69.8K	2.26M	2.72K	+4.06%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	132.21K	4.28M	-17.69K	-11.80%
Mar 31, 2026	JANE STREET GROUP, LLC	0.32%	213.84K	6.93M	105.73K	+97.79%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.46%	311.86K	10.11M	7.33K	+2.41%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.46%	312.64K	10.13M	3.21K	+1.04%
Mar 31, 2026	AUSTIN WEALTH MANAGEMENT, LLC	0.02%	16.57K	541.85K	-7.1K	-29.98%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	17.49K	566.88K	17.49K	+100.00%
Mar 31, 2026	WETZEL INVESTMENT ADVISORS, INC.	0.03%	18.39K	596.09K	6.52K	+54.89%
Mar 31, 2026	CRESCENT GROVE ADVISORS, LLC	0.03%	18.97K	614.75K	0	0
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	19.19K	622.08K	2.52K	+15.11%
Mar 31, 2026	KAVAR CAPITAL PARTNERS GROUP, LLC	0.03%	21.03K	681.45K	21.03K	+100.00%
Mar 31, 2026	NORTHCREST ASSET MANANGEMENT, LLC	0.04%	27.55K	897.45K	8.32K	+43.27%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.04%	29.73K	963.42K	267	+0.91%
Mar 31, 2026	5T WEALTH, LLC	0.04%	30.03K	973.33K	2.43K	+8.80%
Mar 31, 2026	IFP ADVISORS, INC	0.05%	33.45K	1.08M	1.29K	+4.01%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.05%	34.72K	1.13M	447	+1.30%
Mar 31, 2026	ETF PORTFOLIO PARTNERS, INC.	0.45%	302.62K	9.81M	7.44K	+2.52%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.71%	1.16M	37.49M	59.16K	+5.39%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	35.72K	1.16M	-1.09K	-2.97%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.05%	36.89K	1.2M	36.89K	+100.00%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.06%	37.67K	1.22M	4.41K	+13.25%
Mar 31, 2026	WHITE PINE INVESTMENT CO	0.36%	246.32K	7.98M	-6.56K	-2.59%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.49%	333.8K	10.82M	-275	-0.08%
Mar 31, 2026	ALLEN INVESTMENT MANAGEMENT LLC	0.88%	596.29K	19.21M	0	0
Mar 31, 2026	UBS GROUP AG	0.95%	645.39K	20.92M	97.21K	+17.73%
Dec 31, 2025		0.13%	88.65K	2.75M	88.65K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.61%	415.86K	12.89M	40.22K	+10.71%
Dec 31, 2025	WHITE PINE INVESTMENT CO	0.37%	252.88K	7.84M	-317	-0.13%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	42.58K	1.32M	-6.35K	-12.98%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	36.81K	1.14M	1.54K	+4.36%
Dec 31, 2025	COLUMBUS MACRO, LLC	0.58%	402.07K	12.46M	-11.95K	-2.89%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.54%	365.69K	11.33M	15.41K	+4.40%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.45%	304.53K	9.44M	-30.72K	-9.16%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.45%	308.64K	9.56M	23.78K	+8.35%
Dec 31, 2025	ETF PORTFOLIO PARTNERS, INC.	0.43%	295.18K	9.15M	7.51K	+2.61%
Dec 31, 2025	JPMORGAN CHASE & CO	0.41%	285.35K	8.84M	39.62K	+16.12%
Dec 31, 2025	CSM ADVISORS, LLC	0.27%	185.97K	5.76M	42.24K	+29.39%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.25%	171.55K	5.32M	3.34K	+1.98%
Dec 31, 2025	ASSETMARK, INC	0.3%	204.92K	6.35M	-2.26K	-1.09%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	40.26%	27.59M	855.03M	-1.78M	-6.06%
Dec 31, 2025	ALLWORTH FINANCIAL LP	2.7%	1.87M	58M	-21.49K	-1.13%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.28%	873.48K	27.07M	-3.6K	-0.41%
Dec 31, 2025	LPL FINANCIAL LLC	1.15%	785.99K	24.36M	226.47K	+40.48%
Dec 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.87%	596.29K	18.5M	596.29K	+100.00%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.05%	34.27K	1.06M	-884	-2.51%
Dec 31, 2025	MARINER, LLC	0.05%	33.71K	1.04M	7.58K	+29.02%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.05%	33.26K	1.03M	-11.18K	-25.15%
Dec 31, 2025	IFP ADVISORS, INC	0.05%	32.16K	996.73K	1.44K	+4.70%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.04%	29.46K	912.94K	-1.35K	-4.38%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.04%	28.74K	890.48K	-200	-0.69%
Dec 31, 2025	5T WEALTH, LLC	0.04%	27.6K	855.42K	5.59K	+25.37%
Dec 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.03%	23.67K	731.64K	1.54K	+6.95%
Dec 31, 2025	PFG ADVISORS	0.03%	20.64K	639.71K	-512	-2.42%
Dec 31, 2025	UBS GROUP AG	0.8%	548.18K	16.99M	-214.06K	-28.08%
Dec 31, 2025	TSFG, LLC	0.69%	475.84K	14.75M	172.58K	+56.91%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.68%	462.73K	14.34M	20.41K	+4.61%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.69%	1.84M	56.87M	3.3K	+0.18%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.6%	1.8M	55.91M	112.95K	+6.69%
Dec 31, 2025	MORGAN STANLEY	1.88%	1.29M	39.85M	60.25K	+4.92%
Dec 31, 2025	O'BRIEN WEALTH PARTNERS LLC	2.57%	1.78M	55.11M	-6.84K	-0.38%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	1.96%	1.34M	41.59M	961.15K	+252.43%
Dec 31, 2025	SWS PARTNERS	1.81%	1.25M	3.89M	1.13M	+870.30%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.49%	338.76K	10.5M	326.54K	+2,672.20%
Dec 31, 2025	REGIONS FINANCIAL CORP	0.12%	80.07K	2.48M	15.59K	+24.18%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	76.09K	2.36M	-21.77K	-22.25%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.61%	1.1M	34.01M	105.66K	+10.65%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	1.43%	992.46K	30.76M	23.55K	+2.43%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.49%	334.07K	10.35M	-10.66K	-3.09%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.45%	309.43K	9.59M	17.82K	+6.11%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	149.9K	4.65M	-17.01K	-10.19%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	142.7K	4.42M	24.28K	+20.50%
Dec 31, 2025	CITADEL ADVISORS LLC	0.17%	115.12K	3.57M	73.63K	+177.49%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	108.12K	3.35M	63.48K	+142.22%
Dec 31, 2025	SSI INVESTMENT MANAGEMENT LLC	0.14%	97.94K	3.04M	-41.25K	-29.64%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.14%	95.6K	2.96M	-9.41K	-8.96%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	75.98K	2.35M	75.98K	+100.00%
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.1%	68.81K	2.13M	-325	-0.47%
Dec 31, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.1%	66.67K	2.07M	-985	-1.46%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	67.07K	2.08M	-11.52K	-14.66%
Dec 31, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.08%	55.3K	1.71M	1.04K	+1.92%
Dec 31, 2025	CREATIVE PLANNING	0.08%	53.08K	1.64M	4.81K	+9.95%
Dec 31, 2025	INVESTMENT PARTNERS, LTD.	0.08%	52.14K	1.62M	-3.19K	-5.76%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	395.86K	12.27M	-126.01K	-24.15%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	155.67K	4.82M	154	+0.10%
Dec 31, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0.07%	50.98K	1.58M	-26.33K	-34.06%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.36%	968.92K	28.51M	21.93K	+2.32%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.06%	44.44K	1.31M	11.18K	+33.60%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.24%	168.21K	4.95M	6.56K	+4.06%
Sep 30, 2025	ETF PORTFOLIO PARTNERS, INC.	0.4%	287.68K	8.46M	5.02K	+1.78%
Sep 30, 2025	CREATIVE PLANNING	0.07%	48.27K	1.42M	-2.55K	-5.03%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.07%	48.93K	1.44M	-63	-0.13%
Sep 30, 2025	ROYAL BANK OF CANADA	0.53%	375.64K	11.05M	3.38K	+0.91%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.62%	442.32K	13.01M	21.87K	+5.20%
Sep 30, 2025	UBS GROUP AG	1.07%	762.23K	22.42M	-79.83K	-9.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.23%	877.08K	25.8M	2.55K	+0.29%
Sep 30, 2025	MORGAN STANLEY	1.72%	1.23M	36.06M	443.69K	+56.74%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.58%	1.83M	53.89M	1.82M	+15,884.33%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	350.27K	10.31M	-62.09K	-15.06%
Sep 30, 2025	CITADEL ADVISORS LLC	0.06%	41.49K	1.22M	41.49K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	44.64K	1.31M	6.42K	+16.80%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.07%	47.7K	1.39M	-2.79K	-5.52%
Sep 30, 2025	TSFG, LLC	0.43%	303.26K	8.92M	12.96K	+4.47%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	335.25K	9.86M	13.21K	+4.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.4%	991.94K	29.18M	33.01K	+3.44%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.48%	344.73K	10.14M	23.69K	+7.38%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.15%	105.01K	3.09M	-54.11K	-34.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	118.42K	3.48M	29.36K	+32.97%
Sep 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0.2%	139.2K	4.1M	2.7K	+1.98%
Sep 30, 2025	CSM ADVISORS, LLC	0.2%	143.74K	4.23M	17.7K	+14.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.22%	155.52K	4.58M	-4.72K	-2.94%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	166.91K	4.91M	-21.21K	-11.28%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.59%	414.02K	12.18M	-338	-0.08%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.04%	28.94K	851.26K	-444	-1.51%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.04%	30.81K	906.37K	-683	-2.17%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.05%	35.16K	1.05M	302	+0.87%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	35.28K	1.04M	11.51K	+48.43%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.54%	380.76K	11.2M	-41.81K	-9.89%
Sep 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.03%	22.13K	658.4K	478	+2.21%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.03%	23.9K	703.14K	-18K	-42.96%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	521.88K	15.35M	9.43K	+1.84%
Sep 30, 2025	JPMORGAN CHASE & CO	0.35%	245.73K	7.23M	85.06K	+52.94%
Sep 30, 2025	LPL FINANCIAL LLC	0.79%	559.52K	16.46M	116.47K	+26.29%
Sep 30, 2025	REGIONS FINANCIAL CORP	0.09%	64.48K	1.9M	5.85K	+9.97%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.86%	608.28K	17.9M	11.31K	+1.90%
Sep 30, 2025	ASSETMARK, INC	0.29%	207.18K	6.1M	207.18K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.37%	1.69M	50.11M	37.29K	+2.26%
Sep 30, 2025	ORIN GREEN FINANCIAL, LLC	0.02%	11.6K	341.15K	11.6K	+100.00%
Sep 30, 2025	FMR LLC	0.04%	26.78K	787.79K	-1.83K	-6.39%
Sep 30, 2025	MARINER, LLC	0.04%	26.13K	768.69K	660	+2.59%
Sep 30, 2025	WHITE PINE INVESTMENT CO	0.36%	253.19K	7.45M	-4.22K	-1.64%
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.4%	284.85K	8.38M	7.98K	+2.88%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	97.86K	2.89M	30.58K	+45.44%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	78.59K	2.31M	4.87K	+6.61%
Sep 30, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0.11%	77.31K	2.27M	3.56K	+4.82%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	12.22K	360K	12.22K	+100.00%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.1%	69.13K	2.03M	-9	-0.01%
Sep 30, 2025	5T WEALTH, LLC	0.03%	22.02K	647.74K	22.02K	+100.00%
Sep 30, 2025	SWS PARTNERS	0.18%	129.28K	3.8M	10.71K	+9.03%
Sep 30, 2025	HEADLAND CAPITAL, LLC	0.02%	12.24K	360.04K	89	+0.73%
Sep 30, 2025	GDS WEALTH MANAGEMENT	0.02%	12.5K	367.72K	1.26K	+11.23%
Sep 30, 2025	FDX ADVISORS, INC.	0.02%	12.65K	372K	894	+7.60%
Sep 30, 2025	SEI INVESTMENTS CO	0.02%	13.73K	404.01K	-426	-3.01%
Sep 30, 2025	CRESCENT GROVE ADVISORS, LLC	0.03%	18.97K	558.04K	0	0
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.03%	19.64K	591.44K	10.39K	+112.28%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.03%	21.98K	646.62K	12.26K	+126.24%
Sep 30, 2025	PFG ADVISORS	0.03%	21.15K	622.35K	21.15K	+100.00%
Sep 30, 2025	O'BRIEN WEALTH PARTNERS LLC	2.51%	1.79M	52.52M	-6.1K	-0.34%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	41.31%	29.37M	864.11M	-1.78M	-5.71%
Sep 30, 2025	ALLWORTH FINANCIAL LP	2.66%	1.89M	55.7M	38.25K	+2.06%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.41%	291.61K	8.58M	3.71K	+1.29%
Sep 30, 2025	GTS SECURITIES LLC	0.05%	35.35K	1.04M	27.75K	+365.41%
Sep 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.08%	54.26K	1.6M	-133	-0.24%
Sep 30, 2025	INVESTMENT PARTNERS, LTD.	0.08%	55.33K	1.63M	-746	-1.33%
Sep 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.1%	67.65K	1.99M	-35.07K	-34.14%
Jun 30, 2025	TSFG, LLC	0.42%	290.3K	8.38M	92.59K	+46.83%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.41%	1.65M	47.86M	108.95K	+7.07%
Jun 30, 2025	CREATIVE PLANNING	0.07%	50.83K	1.47M	1.42K	+2.87%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	67.29K	1.94M	33.14K	+97.05%
Jun 30, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0.11%	73.76K	2.13M	-11.4K	-13.39%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.38%	946.99K	27.33M	422.76K	+80.64%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.4%	958.93K	27.67M	-70.48K	-6.85%
Jun 30, 2025	O'BRIEN WEALTH PARTNERS LLC	2.62%	1.79M	51.69M	1.79M	+100.00%
Jun 30, 2025	MORGAN STANLEY	1.14%	781.9K	22.57B	45.47K	+6.17%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.61%	414.36K	11.96M	-280	-0.07%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	322.05K	9.29M	53.43K	+19.89%
Jun 30, 2025	UBS GROUP AG	1.23%	842.06K	24.3M	-9.91K	-1.16%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.06%	41.9K	1.21M	41.9K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	45.49%	31.15M	899.03M	-3.32M	-9.63%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	73.72K	2.13M	-2.92K	-3.81%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	89.06K	2.57M	28.41K	+46.84%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	96.5K	2.78M	96.5K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	321.05K	9.27M	-1.31K	-0.41%
Jun 30, 2025	ALLWORTH FINANCIAL LP	2.71%	1.85M	53.53M	35.6K	+1.96%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	33.47K	965.94K	33.47K	+100.00%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.05%	34.86K	1.03M	-622	-1.75%
Jun 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.15%	102.72K	2.96M	18.66K	+22.20%
Jun 30, 2025	JPMORGAN CHASE & CO	0.23%	160.67K	4.64M	39.74K	+32.86%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.24%	161.65K	4.67M	16.49K	+11.36%
Jun 30, 2025	WHITE PINE INVESTMENT CO	0.38%	257.41K	7.43M	-7.61K	-2.87%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.4%	276.87K	7.99M	75.59K	+37.55%
Jun 30, 2025	ETF PORTFOLIO PARTNERS, INC.	0.41%	282.65K	8.16M	17.11K	+6.44%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.61%	420.46K	12.13M	-4.06K	-0.96%
Jun 30, 2025	JANE STREET GROUP, LLC	0.06%	38.22K	1.1M	4.27K	+12.59%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.06%	39.97K	1.15M	39.97K	+100.00%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.07%	50.49K	1.45M	10.24K	+25.43%
Jun 30, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.08%	54.39K	1.57M	4.49K	+8.99%
Jun 30, 2025	INVESTMENT PARTNERS, LTD.	0.08%	56.08K	1.62M	0	0
Jun 30, 2025	VALMARK ADVISERS, INC.	0.42%	287.9K	8.31M	6.63K	+2.36%
Jun 30, 2025	LPL FINANCIAL LLC	0.65%	443.05K	12.79M	249.8K	+129.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.75%	512.44K	14.79M	30.93K	+6.42%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	22.58K	651.76K	-639	-2.75%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	23.77K	685.9K	-346	-1.44%
Jun 30, 2025	MARINER, LLC	0.04%	25.47K	735.01K	-1.33K	-4.98%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	27.53K	794.63K	373	+1.37%
Jun 30, 2025	FMR LLC	0.04%	28.6K	825.51M	4.8K	+20.15%
Jun 30, 2025		0.02%	12.15K	350.63K	260	+2.19%
Jun 30, 2025	PATTEN GROUP, INC.	0.02%	15.71K	453.33K	15.71K	+100.00%
Jun 30, 2025	CRESCENT GROVE ADVISORS, LLC	0.03%	18.97K	547.42K	0	0
Jun 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.03%	21.65K	615.38K	-3.3K	-13.22%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.04%	29.38K	847.86K	-3.23K	-9.91%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.05%	31.49K	908.83K	-1.83K	-5.49%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.05%	33.26K	959.91K	33.26K	+100.00%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.09%	58.64K	1.69M	33.07K	+129.36%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.1%	69.14K	2M	-57	-0.08%
Jun 30, 2025	SWS PARTNERS	0.17%	118.57K	3.42M	-1.89K	-1.57%
Jun 30, 2025	CSM ADVISORS, LLC	0.18%	126.03K	3.64M	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.25%	170.88K	4.93M	81.24K	+90.62%
Jun 30, 2025	ROYAL BANK OF CANADA	0.54%	372.27K	10.74M	87.41K	+30.68%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.6%	412.37K	11.9M	-2.13K	-0.51%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.62%	422.57K	12.2M	-7.48K	-1.74%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.07%	49K	1.41M	7K	+16.67%
Jun 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0.2%	136.49K	3.94M	-12.63K	-8.47%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	160.24K	4.62M	36.04K	+29.02%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	188.12K	5.43M	-6.57K	-3.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	874.53K	25.24M	710.99K	+434.73%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.23%	159.12K	4.59M	77.13K	+94.07%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.87%	596.96K	17.23M	1.87K	+0.31%
Mar 31, 2025	SYSTELLIGENCE, LLC	0.32%	221.2K	6M	15.79K	+7.69%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	124.2K	3.37M	16.7K	+15.53%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.39%	268.62K	7.29M	-20.01K	-6.93%
Mar 31, 2025	CREATIVE PLANNING	0.07%	49.41K	1.34M	10.65K	+27.49%
Mar 31, 2025	TSFG, LLC	0.29%	197.71K	5.37M	-39.3K	-16.58%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.06%	42K	1.14M	-2.74K	-6.12%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	76.64K	2.08M	-748	-0.97%
Mar 31, 2025	JPMORGAN CHASE & CO	0.18%	120.94K	3.28M	-27.02K	-18.26%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.13%	89.64K	2.43M	89.64K	+100.00%
Mar 31, 2025	INVESTMENT PARTNERS, LTD.	0.08%	56.08K	1.52M	1.56K	+2.85%
Mar 31, 2025	MIDWESTONE FINANCIAL GROUP, INC.	0.07%	49.9K	1.35M	49.9K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	2.67%	1.82M	50.71M	32.38K	+1.81%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.51%	1.03M	27.94M	15.74K	+1.55%
Mar 31, 2025	UBS GROUP AG	1.25%	851.97K	23.12M	-8.38K	-0.97%
Mar 31, 2025	MORGAN STANLEY	1.08%	736.43K	19.99M	-38.11K	-4.92%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.87%	595.09K	16.15M	564	+0.09%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.77%	524.23K	14.23M	25.54K	+5.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	481.51K	13.07M	-8.36K	-1.71%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.63%	430.05K	11.67M	-71.64K	-14.28%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.62%	424.52K	11.52M	-15.88K	-3.61%
Mar 31, 2025	COLUMBUS MACRO, LLC	0.61%	414.64K	11.25M	-3.93K	-0.94%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.61%	414.49K	11.25M	19.48K	+4.93%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	322.36K	8.75M	-1.78K	-0.55%
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	284.86K	7.73M	-5.16K	-1.78%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.41%	281.27K	7.63M	16.3K	+6.15%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.39%	268.62K	7.29M	-20.01K	-6.93%
Mar 31, 2025	ETF PORTFOLIO PARTNERS, INC.	0.39%	265.54K	7.21M	265.54K	+100.00%
Mar 31, 2025	WHITE PINE INVESTMENT CO	0.39%	265.02K	7.19M	-3.48K	-1.30%
Mar 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.29%	201.29K	5.46M	-6.9K	-3.31%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	194.69K	5.28M	6.01K	+3.19%
Mar 31, 2025	LPL FINANCIAL LLC	0.28%	193.25K	5.24M	-72.18K	-27.19%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.24%	163.55K	4.44M	163.55K	+16,354,700.00%
Mar 31, 2025	SSI INVESTMENT MANAGEMENT LLC	0.22%	149.12K	4.05M	-6.12K	-3.94%
Mar 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.21%	145.17K	3.94M	16.88K	+13.15%
Mar 31, 2025	CSM ADVISORS, LLC	0.18%	126.03K	3.42M	-1.07K	-0.84%
Mar 31, 2025	SWS PARTNERS	0.18%	120.47K	3.27M	-3.11K	-2.51%
Mar 31, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0.12%	85.16K	2.31M	0	0
Mar 31, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.12%	84.06K	2.28M	-9.19K	-9.85%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.12%	81.99K	2.23M	-8K	-8.89%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.1%	69.2K	1.88M	-4.91K	-6.62%
Mar 31, 2025	FIRST HAWAIIAN BANK	0.09%	61.93K	1.68M	-3.52K	-5.38%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	60.65K	1.65M	-25.05K	-29.23%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.06%	41.9K	1.14M	0	0
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.05%	35.48K	987.68K	-770	-2.12%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.06%	40.25K	1.09M	40.25K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.05%	32.61K	885.01K	-8.15K	-19.99%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.05%	33.32K	904.36K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.05%	33.94K	921.19K	-262.79K	-88.56%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	34.15K	926.74K	-7.66K	-18.31%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	50.49%	34.47M	935.53M	814.2K	+2.42%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.26%	1.54M	41.83M	19.79K	+1.30%

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