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

Who are the major shareholders selling iShares U.S. Regional Banks ETF stock?

FEARLESS SOLUTIONS, LLC DBA BEST INVEST, in the last quarter, reduced its stake in IAT by -0.04% restricting it's holding to 18.28 thousand shares of worth nearly $1.14M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also lessened -62.84% of the IAT shares from its portfolio, reducing its holding to 13.16 thousand shares of worth $818.87K. CADENT CAPITAL ADVISORS, LLC also shunned IAT shares holding by -2.35% last quarter which brought its holding to 20.82 thousand shares worth $1.30M.

Investors who are buying IAT stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in IAT by 40.45% in the last quarter. The institutional holder raised its holding to 158.27 thousand shares having worth more than $9.85M. ROYAL BANK OF CANADA also added 30.27% more shares of IAT to its portfolio, raising its holding to 252.18 thousand shares of worth $15.69M. WELLS FARGO & COMPANY/MN also increased its IAT shares holding by 3.14% which brought its holding to 530.53 thousand shares worth $33.00M.

IAT's major insiders: who are they?

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

Did an insider recently sell IAT stock?

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

Which insider recently purchased IAT stock?

There have been 0 transaction(s) during the past 6-months in which iShares U.S. Regional Banks ETF insiders have bought stock, totalling 0 shares

How much of IAT does insiders own?

Around 0 iShares U.S. Regional Banks ETF shares are held by insiders, which represents about N/A of IAT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IAT?

FEARLESS SOLUTIONS, LLC DBA BEST INVEST is the largest institutional owner in IAT which holds 18.28 thousand shares worth $1.14M or 0.17% of the total IAT shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 158.27 thousand shares representing 1.5% of the IAT ownership. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the third largest stakeholder with 13.16 thousand shares or 0.12% of the ownership worth more than $818.87K.

Is iShares U.S. Regional Banks 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 IAT is concerned, it is a stock which is optionable.

Is there a short position on IAT's shares?

Number of IAT 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 IAT shares are there?

As of today, null shares of IAT are outstanding.

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

IAT 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 IAT is null.

iShares US Regional Banks ETF (IAT) 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. FEARLESS SOLUTIONS, LLC DBA BEST INVEST is the top corporate investor, holding 18.28K shares valued at $1.14M. A 0.17% stake in iShares U.S. Regional Banks ETF is owned by the company. RAYMOND JAMES FINANCIAL INC owns 158.27K shares valued at $9.85M, which translates its holding of 1.5% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FEARLESS SOLUTIONS, LLC DBA BEST INVEST	0.17%	18.28K	1.14M	-7	-0.04%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.5%	158.27K	9.85M	45.59K	+40.45%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	13.16K	818.87K	-22.26K	-62.84%
Jun 30, 2026	ROYAL BANK OF CANADA	2.39%	252.18K	15.69M	58.59K	+30.27%
Jun 30, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.08%	10.94K	680.66K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.03%	530.53K	33M	16.15K	+3.14%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.26%	555.3K	34.55M	34.13K	+6.55%
Jun 30, 2026	CADENT CAPITAL ADVISORS, LLC	0.2%	20.82K	1.3M	-500	-2.35%
Jun 30, 2026	TRUIST FINANCIAL CORP	1.39%	147.05K	9.15M	3.48K	+2.42%
Jun 30, 2026	AUGUSTINE ASSET MANAGEMENT INC	0.19%	20K	1.24M	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	20.46K	1.3M	1.47K	+7.71%
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	0.12%	12.62K	785.28K	-8.3K	-39.68%
Jun 30, 2026	HERITAGE WEALTH MANAGEMENT, INC.	0.17%	17.85K	1.11M	17.85K	+100.00%
Jun 30, 2026	CUTLER CAPITAL MANAGEMENT, LLC	0.17%	18K	1.12M	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	21.29K	1.32M	954	+4.69%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.23%	24.04K	1.5M	-2.98K	-11.02%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.23%	24.46K	1.52M	1.96K	+8.69%
Jun 30, 2026	CITADEL ADVISORS LLC	0.25%	26.1K	1.62M	-800	-2.97%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	27.14K	1.69M	602	+2.27%
Jun 30, 2026	SPENCE ASSET MANAGEMENT	0.35%	36.93K	2.3M	8.75K	+31.03%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	42.33K	2.63M	2.21K	+5.50%
Jun 30, 2026	CRESTWOOD ADVISORS GROUP LLC	0.4%	42.42K	2.64M	-2.96K	-6.52%
Jun 30, 2026	GAME PLAN FINANCIAL ADVISORS, LLC	0.4%	42.65K	2.65M	880	+2.11%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.54%	57.31K	3.56M	1.2K	+2.14%
Jun 30, 2026	MARTIN & CO INC /TN/	0.61%	63.83K	3.97M	-249	-0.39%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.64%	67.86K	4.22M	309	+0.46%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.77%	81.49K	5.08M	-1K	-1.21%
Jun 30, 2026	MONUMENT CAPITAL MANAGEMENT	0.88%	92.95K	5.78M	92.95K	+100.00%
Jun 30, 2026	UBS GROUP AG	1.04%	110.08K	6.85M	-6.28K	-5.39%
Jun 30, 2026		0.11%	15.14K	942.14K	18	+0.12%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	20.68K	1.29M	-475	-2.25%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.43%	45.62K	2.84M	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.47%	49.34K	3.07M	432	+0.88%
Jun 30, 2026	KCM INVESTMENT ADVISORS LLC	0.54%	57.25K	3.56M	-1.2K	-2.05%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	69.51K	4.32M	-1.77K	-2.48%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.68%	72.05K	4.48M	-151	-0.21%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.77%	81.01K	5.04M	688	+0.86%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	1.43%	151K	9.39M	150.95K	+274,445.45%
Jun 30, 2026	LIDO ADVISORS, LLC	1.8%	190.19K	11.83M	-745	-0.39%
Jun 30, 2026	GW HENSSLER & ASSOCIATES LTD	1.83%	192.86K	12M	2.03K	+1.06%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.05%	6.8K	423K	-2.3K	-25.25%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.05%	6.94K	431.93K	12	+0.17%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.05%	7.28K	452K	870	+13.57%
Jun 30, 2026	OPPENHEIMER & CO INC	0.06%	7.96K	494.94K	-184	-2.26%
Jun 30, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.06%	7.99K	496.75K	-250	-3.04%
Jun 30, 2026	ELLIS INVESTMENT PARTNERS, LLC	0.06%	8.03K	499.29K	40	+0.50%
Jun 30, 2026	VANGUARD CAPITAL WEALTH ADVISORS	0.06%	8.42K	523.75K	8.42K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.06%	8.43K	524.5K	-639	-7.05%
Jun 30, 2026	SIGMA PLANNING CORP	0.06%	8.6K	534.87K	-4.85K	-36.08%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	8.64K	537.46K	-19.05K	-68.80%
Jun 30, 2026	PATTEN & PATTEN INC/TN	0.07%	8.97K	558.02K	0	0
Jun 30, 2026	HIGH NET WORTH ADVISORY GROUP LLC	0.07%	9.14K	568.6K	0	0
Jun 30, 2026	GALLAGHER CAPITAL ADVISORS, LLC	0.07%	9.68K	601.99K	62	+0.64%
Jun 30, 2026	STEPHENS INC /AR/	0.07%	9.74K	605.85K	-57	-0.58%
Jun 30, 2026	FIFTH THIRD BANCORP	0.07%	9.81K	610.53K	85	+0.87%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.12%	12.41K	772.03K	-1.1K	-8.14%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.14%	14.29K	889.13K	4.2K	+41.59%
Jun 30, 2026	TRANSCEND CAPITAL ADVISORS, LLC	0.14%	14.5K	902.05K	0	0
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	0.16%	16.6K	1.03M	-1.88K	-10.19%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.16%	16.7K	1.04M	-324	-1.90%
Jun 30, 2026	LPL FINANCIAL LLC	2.27%	239.5K	14.9M	-4.82K	-1.97%
Jun 30, 2026	ASEMPA WEALTH ADVISORS	0.14%	15.14K	942.14K	18	+0.12%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.06%	111.54K	6.94M	4.16K	+3.87%
Jun 30, 2026	MORGAN STANLEY	2.45%	258.64K	16.09M	-13.68K	-5.02%
Jun 30, 2026	JPMORGAN CHASE & CO	3.74%	394.97K	24.65M	10.91K	+2.84%
Jun 30, 2026	US BANCORP \DE\	1.11%	116.84K	7.27M	-17.75K	-13.19%
Mar 31, 2026	FIFTH THIRD BANCORP	0.07%	9.73K	523.81K	9.73K	+100.00%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.14%	18.48K	995.18K	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	19K	1.04M	-7.65K	-28.70%
Mar 31, 2026	AUGUSTINE ASSET MANAGEMENT INC	0.15%	20K	1.08M	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	20.34K	1.09M	-776	-3.68%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.15%	20.93K	1.13M	-13.25K	-38.77%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.16%	21.15K	1.14M	-613	-2.82%
Mar 31, 2026		0.14%	18.29K	984.52K	-871	-4.55%
Mar 31, 2026	CADENT CAPITAL ADVISORS, LLC	0.16%	21.32K	1.15M	-830	-3.75%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.2%	27.01K	1.45M	-3.45K	-11.31%
Mar 31, 2026	SPENCE ASSET MANAGEMENT	0.21%	28.19K	1.52M	28.19K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	32.4K	1.74M	18.7K	+136.50%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.16%	22.3K	1.2M	13.1K	+142.39%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.17%	22.51K	1.21M	-794	-3.41%
Mar 31, 2026	CARRET ASSET MANAGEMENT, LLC	0.18%	23.71K	1.28M	-100	-0.42%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	40.13K	2.16M	24.65K	+159.21%
Mar 31, 2026	GAME PLAN FINANCIAL ADVISORS, LLC	0.31%	41.77K	2.25M	-1.61K	-3.71%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	43.11K	2.32M	5.65K	+15.08%
Mar 31, 2026	CRESTWOOD ADVISORS GROUP LLC	0.34%	45.38K	2.44M	-650	-1.41%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.34%	45.62K	2.46M	0	0
Mar 31, 2026	MARTIN & CO INC /TN/	0.47%	64.08K	3.45M	2.66K	+4.33%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	71.28K	3.84M	-25.22K	-26.14%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.59%	80.32K	4.32M	1.37K	+1.73%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	48.91K	2.63M	-645	-1.30%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.41%	56.1K	3.02M	-13.81K	-19.75%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.79%	107.38K	5.78M	7.27K	+7.26%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.83%	112.69K	6.07M	706	+0.63%
Mar 31, 2026	UBS GROUP AG	0.86%	116.35K	6.26M	-24.5K	-17.40%
Mar 31, 2026	US BANCORP \DE\	0.99%	134.59K	7.25M	5.33K	+4.12%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.43%	57.85K	3.11M	57.85K	+100.00%
Mar 31, 2026	KCM INVESTMENT ADVISORS LLC	0.43%	58.45K	3.15M	1.38K	+2.41%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.5%	67.55K	3.73M	18.24K	+36.99%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.53%	72.2K	3.89M	-5.45K	-7.02%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.61%	82.49K	4.3M	2.21K	+2.75%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.06%	143.58K	7.73M	32.7K	+29.50%
Mar 31, 2026	GW HENSSLER & ASSOCIATES LTD	1.41%	190.84K	10.27M	4.29K	+2.30%
Mar 31, 2026	LIDO ADVISORS, LLC	1.41%	190.94K	10.28M	190.94K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	1.43%	193.59K	10.42M	-28.25K	-12.73%
Mar 31, 2026	LPL FINANCIAL LLC	1.8%	244.32K	13.15M	4.87K	+2.04%
Mar 31, 2026	MORGAN STANLEY	2.01%	272.31K	14.66M	-1.83K	-0.67%
Mar 31, 2026	JPMORGAN CHASE & CO	2.84%	384.06K	20.04M	11.97K	+3.22%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.8%	514.39K	27.69M	32.69K	+6.79%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.85%	521.17K	28.06M	97.51K	+23.02%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	26.54K	1.43M	-337	-1.25%
Mar 31, 2026	CITADEL ADVISORS LLC	0.2%	26.9K	1.45M	2.3K	+9.35%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	27.69K	1.49M	-58.59K	-67.91%
Mar 31, 2026	JANE STREET GROUP, LLC	0.05%	7.3K	393.03K	-2.2K	-23.16%
Mar 31, 2026	CWM, LLC	0.05%	7.39K	397.66K	-6.94K	-48.43%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.06%	7.86K	423.18K	7.86K	+100.00%
Mar 31, 2026	ELLIS INVESTMENT PARTNERS, LLC	0.06%	7.99K	429.94K	-950	-10.63%
Mar 31, 2026	OPPENHEIMER & CO INC	0.06%	8.14K	438.26K	8.14K	+100.00%
Mar 31, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.06%	8.24K	443.37K	0	0
Mar 31, 2026	PATTEN & PATTEN INC/TN	0.07%	8.97K	482.95K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.07%	9.07K	488.33K	-1.29K	-12.41%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.07%	9.1K	490K	-1.17K	-11.36%
Mar 31, 2026	HIGH NET WORTH ADVISORY GROUP LLC	0.07%	9.14K	492.1K	0	0
Mar 31, 2026	GALLAGHER CAPITAL ADVISORS, LLC	0.07%	9.62K	517.7K	47	+0.49%
Mar 31, 2026	CUTLER CAPITAL MANAGEMENT, LLC	0.13%	18K	969.12K	4K	+28.57%
Mar 31, 2026	STEPHENS INC /AR/	0.07%	9.8K	527.41K	0	0
Mar 31, 2026	SAGE FINANCIAL GROUP INC	0.08%	10.24K	551.43K	44	+0.43%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.08%	10.94K	589.07K	-215	-1.93%
Mar 31, 2026	SIGMA PLANNING CORP	0.1%	13.45K	724.25K	-238	-1.74%
Mar 31, 2026	TRANSCEND CAPITAL ADVISORS, LLC	0.11%	14.5K	780.68K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.13%	17.02K	916.53K	1.27K	+8.05%
Dec 31, 2025		0.11%	15.29K	843.38K	15.29K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	15.48K	854K	-14.84K	-48.94%
Dec 31, 2025	HERITAGE WEALTH MANAGEMENT, INC.	0.13%	17.85K	984.43K	0	0
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.14%	18.48K	1.02M	0	0
Dec 31, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.07%	9.14K	504.07K	2K	+28.01%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	9.2K	507.38K	-9.5K	-50.80%
Dec 31, 2025	COMERICA BANK	0.07%	9.33K	514.55K	7.35K	+371.69%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	9.5K	523.93K	-1.1K	-10.38%
Dec 31, 2025	GALLAGHER CAPITAL ADVISORS, LLC	0.07%	9.57K	527.65K	99	+1.05%
Dec 31, 2025	STEPHENS INC /AR/	0.07%	9.8K	540.24K	-1.19K	-10.81%
Dec 31, 2025	SAGE FINANCIAL GROUP INC	0.08%	10.2K	562.4K	91	+0.90%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.08%	10.27K	566K	-2.1K	-17.00%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.08%	11.16K	615.25K	-247	-2.17%
Dec 31, 2025	ROYAL BANK OF CANADA	1.64%	221.83K	12.23M	-120.83K	-35.26%
Dec 31, 2025	AUGUSTINE ASSET MANAGEMENT INC	0.15%	20K	1.1M	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	21.11K	1.16M	1.36K	+6.89%
Dec 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.16%	22.15K	1.22M	-10	-0.05%
Dec 31, 2025	CARRET ASSET MANAGEMENT, LLC	0.18%	23.81K	1.31M	-500	-2.06%
Dec 31, 2025	CUTLER CAPITAL MANAGEMENT, LLC	0.1%	14K	772.1K	5.4K	+62.79%
Dec 31, 2025	SIGMA PLANNING CORP	0.1%	13.69K	754.98K	3.53K	+34.68%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.1%	12.9K	711.33K	12.9K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	23.3K	1.29M	-1.66K	-6.65%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.22%	30.46K	1.68M	30.46K	+100.00%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.11%	14.35K	791.35K	14.35K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.18%	24.6K	1.36M	10.1K	+69.66%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	25.8K	1.42M	4.1K	+18.89%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.28%	37.46K	2.07M	26.33K	+236.43%
Dec 31, 2025	CWM, LLC	0.11%	14.32K	790K	-539	-3.63%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.34%	46.03K	2.54M	-835	-1.78%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	26.64K	1.54M	-21	-0.08%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	26.87K	1.48M	-7.53K	-21.90%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.25%	34.17K	1.88M	-7.83K	-18.65%
Dec 31, 2025	GAME PLAN FINANCIAL ADVISORS, LLC	0.32%	43.38K	2.39M	38.31K	+755.94%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.34%	45.62K	2.52M	0	0
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.36%	49.31K	2.72M	49.31K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	49.56K	2.73M	-153.89K	-75.64%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.37%	50.1K	2.76M	49.89K	+23,871.29%
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.42%	57.08K	3.15M	742	+1.32%
Dec 31, 2025	MARTIN & CO INC /TN/	0.45%	61.42K	3.39M	1.18K	+1.96%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.57%	77.65K	4.28M	-38.14K	-32.94%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.59%	80.28K	4.43M	1.92K	+2.45%
Dec 31, 2025	US BANCORP \DE\	0.95%	129.26K	7.13M	-24.23K	-15.79%
Dec 31, 2025	UBS GROUP AG	1.04%	140.85K	7.77M	4.72K	+3.46%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.13%	423.66K	23.36M	5.65K	+1.35%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.52%	69.91K	3.86M	14.95K	+27.21%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.58%	78.95K	4.35M	609	+0.78%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.64%	86.28K	4.76M	1.46K	+1.72%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	96.51K	5.32M	-4.32K	-4.28%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.74%	100.11K	5.52M	-50K	-33.31%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.82%	110.87K	6.11M	46.48K	+72.17%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	111.98K	6.18M	24.9K	+28.60%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.05%	7.44K	410.01K	332	+4.67%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	7.69K	424.06K	701	+10.03%
Dec 31, 2025	DENTGROUP LLC	0.06%	8.09K	446.11K	-5.24K	-39.29%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.06%	8.24K	454.16K	-800	-8.85%
Dec 31, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.07%	8.94K	492.79K	554	+6.61%
Dec 31, 2025	PATTEN & PATTEN INC/TN	0.07%	8.97K	494.7K	0	0
Dec 31, 2025	GW HENSSLER & ASSOCIATES LTD	1.38%	186.55K	10.29M	-4.57K	-2.39%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.12%	15.76K	868.87K	240	+1.55%
Dec 31, 2025	LPL FINANCIAL LLC	1.77%	239.45K	13.21M	-1.85K	-0.77%
Dec 31, 2025	MORGAN STANLEY	2.02%	274.14K	15.12M	-20.83K	-7.06%
Dec 31, 2025	JPMORGAN CHASE & CO	2.75%	372.09K	20.52M	-3.71K	-0.99%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.56%	481.7K	26.57M	16.72K	+3.60%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	21.77K	1.2M	739	+3.51%
Dec 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.11%	14.5K	799.68K	0	0
Sep 30, 2025	GW HENSSLER & ASSOCIATES LTD	1.43%	191.12K	10.04M	191.12K	+100.00%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.35%	46.86K	2.46M	-4.67K	-9.06%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	21.03K	1.1M	-72.67K	-77.56%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.42%	56.34K	2.96M	780	+1.40%
Sep 30, 2025		0.15%	20.77K	1.09M	-619	-2.89%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.52%	203.45K	10.99M	-6.71K	-3.19%
Sep 30, 2025	DENTGROUP LLC	0.1%	13.32K	699.91K	-269	-1.98%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.12%	418.01K	21.96M	27.5K	+7.04%
Sep 30, 2025	ROYAL BANK OF CANADA	2.56%	342.66K	18M	98.3K	+40.23%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.12%	150.11K	7.89M	-9.45K	-5.92%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	100.82K	5.3M	-5.58K	-5.25%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.63%	84.82K	4.46M	3.13K	+3.83%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.58%	78.36K	4.16M	3.09K	+4.10%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.48%	64.4K	3.38M	-77.67K	-54.67%
Sep 30, 2025	MARTIN & CO INC /TN/	0.45%	60.24K	3.16M	119	+0.20%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	30.32K	1.59M	625	+2.11%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	26.66K	1.38M	1.04K	+4.07%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	24.96K	1.31M	4.14K	+19.87%
Sep 30, 2025	CITADEL ADVISORS LLC	0.11%	14.5K	761.69K	-7.5K	-34.09%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.47%	464.98K	24.43M	-4.97K	-1.06%
Sep 30, 2025	JPMORGAN CHASE & CO	2.8%	375.8K	19.74M	15.19K	+4.21%
Sep 30, 2025	LPL FINANCIAL LLC	1.8%	241.3K	12.68M	33.07K	+15.88%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.58%	78.35K	4.12M	-438	-0.56%
Sep 30, 2025	SIGMA PLANNING CORP	0.08%	10.17K	533.94K	-3.45K	-25.35%
Sep 30, 2025	SAGE FINANCIAL GROUP INC	0.08%	10.11K	530.9K	65	+0.65%
Sep 30, 2025	GALLAGHER CAPITAL ADVISORS, LLC	0.07%	9.47K	463.01K	9.47K	+100.00%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.07%	9.04K	474.61K	-110	-1.20%
Sep 30, 2025	PICTET & CIE (EUROPE) SA	0.07%	8.98K	471.67K	-21	-0.23%
Sep 30, 2025	PATTEN & PATTEN INC/TN	0.07%	8.97K	471.19K	0	0
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.07%	8.77K	460.83K	2.38K	+37.27%
Sep 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.06%	8.38K	440.3K	2.12K	+33.80%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	7.5K	393.99K	5.97K	+390.20%
Sep 30, 2025	VIEWPOINT CAPITAL MANAGEMENT LLC	0.05%	7.29K	382.94K	-702	-8.78%
Sep 30, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.05%	7.14K	375.06K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	6.99K	367.03K	16	+0.23%
Sep 30, 2025	NEVILLE RODIE & SHAW INC	0.05%	6.49K	341K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	6.02K	316.4K	16	+0.27%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	19.75K	1.04M	248	+1.27%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.14%	18.7K	982.31K	18.7K	+100.00%
Sep 30, 2025	CWM, LLC	0.11%	14.86K	781K	-1.72K	-10.37%
Sep 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.11%	14.5K	761.69K	0	0
Sep 30, 2025	MARINER, LLC	0.23%	30.46K	1.6M	3.27K	+12.04%
Sep 30, 2025	AUGUSTINE ASSET MANAGEMENT INC	0.15%	20K	1.05M	0	0
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.14%	18.48K	970.97K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.12%	16.2K	851.2K	4.95K	+44.04%
Sep 30, 2025	MORGAN STANLEY	2.2%	294.97K	15.49M	-176.07K	-37.38%
Sep 30, 2025	JAIN GLOBAL LLC	0.5%	67.47K	3.54M	67.47K	+100.00%
Sep 30, 2025	BANQUE PICTET & CIE SA	0.28%	36.95K	1.94M	0	0
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	34.41K	1.81M	8.8K	+34.37%
Sep 30, 2025	CARRET ASSET MANAGEMENT, LLC	0.18%	24.31K	1.28M	-610	-2.45%
Sep 30, 2025	US BANCORP \DE\	1.14%	153.49K	8.06M	-59.09K	-27.79%
Sep 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.17%	22.16K	1.16M	-560	-2.46%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.12%	15.52K	815.06K	-2.43K	-13.54%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	87.08K	4.57M	-21.42K	-19.74%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.64%	86.38K	4.54M	29.55K	+52.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.44%	193K	10.14M	117.1K	+154.28%
Sep 30, 2025	UBS GROUP AG	1.02%	136.14K	7.15M	-7.01K	-4.90%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.86%	115.8K	6.08M	-58.51K	-33.57%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	54.96K	2.89M	-551	-0.99%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	21.7K	1.14M	3.9K	+21.91%
Sep 30, 2025	HERITAGE WEALTH MANAGEMENT, INC.	0.13%	17.85K	937.66K	0	0
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.09%	12.42K	652.16K	500	+4.20%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.09%	12.37K	650K	1.16K	+10.38%
Sep 30, 2025	CREATIVE PLANNING	0.09%	12K	630.46K	1.7K	+16.45%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.09%	11.4K	599.01K	147	+1.31%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.08%	11.14K	584.92K	-2.59K	-18.89%
Sep 30, 2025	STEPHENS INC /AR/	0.08%	10.98K	576.93K	-104	-0.94%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.34%	45.62K	2.4M	0	0
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.31%	42.01K	2.21M	-7.53K	-15.21%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.69%	81.69K	4.05M	-3.49K	-4.10%
Jun 30, 2025	FAMILY FIRM, INC.	0.28%	33.54K	1.66M	3.38K	+11.21%
Jun 30, 2025	HERITAGE WEALTH MANAGEMENT, INC.	0.15%	17.85K	884.47K	0	0
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	205.56%	24.25M	1.12M	24.24M	+277,595.18%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	19.1K	946.41K	19.1K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.19%	22K	1.09M	-19.8K	-47.37%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.48%	174.31K	8.64M	4.49K	+2.64%
Jun 30, 2025	MARTIN & CO INC /TN/	0.51%	60.12K	2.98M	-468	-0.77%
Jun 30, 2025	LPL FINANCIAL LLC	1.77%	208.23K	10.32M	-5.31K	-2.49%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.78%	210.15K	10.41M	-5.37K	-2.49%
Jun 30, 2025	BANQUE PICTET & CIE SA	0.31%	36.95K	1.83M	-8.05K	-17.89%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.15%	17.95K	889.21K	-58.72K	-76.59%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.16%	18.48K	915.88K	0	0
Jun 30, 2025	AUGUSTINE ASSET MANAGEMENT INC	0.17%	20K	991K	0	0
Jun 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.19%	22.72K	1.13M	-46.19K	-67.03%
Jun 30, 2025	CARRET ASSET MANAGEMENT, LLC	0.21%	24.92K	1.23M	-300	-1.19%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.21%	25.06K	1.24M	3.36K	+15.47%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.26%	31.1K	1.54M	-4.15K	-11.77%
Jun 30, 2025	MARINER, LLC	0.23%	27.19K	1.35M	4.11K	+17.79%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.67%	78.78K	3.9M	-12.37K	-13.57%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.35%	159.57K	7.91M	-31.2K	-16.35%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.79%	93.7K	4.64M	17.68K	+23.26%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	108.5K	5.38M	-19.76K	-15.41%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.2%	142.07K	7.04M	-22.11K	-13.46%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	20.82K	1.03M	-503	-2.36%
Jun 30, 2025	MARSHALL WACE, LLP	0.3%	35.67K	1.77M	3.55K	+11.06%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	55.51K	2.75M	-3.93K	-6.61%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.47%	55.56K	2.75M	1.43K	+2.64%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.48%	56.83K	2.85M	17.03K	+42.79%
Jun 30, 2025	US BANCORP \DE\	1.8%	212.58K	10.53M	-18.01K	-7.81%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	29.69K	1.47M	459	+1.57%
Jun 30, 2025	JPMORGAN CHASE & CO	3.06%	360.62K	17.87M	1.94K	+0.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.31%	390.51K	19.35M	-229.53K	-37.02%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.98%	469.95K	23.29M	255.81K	+119.46%
Jun 30, 2025		0.18%	21.39K	1.06M	-250	-1.16%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	19.51K	966.52K	-2.77K	-12.44%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.22%	25.61K	1.27M	4.97K	+24.10%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	25.62K	1.34M	-6.28K	-19.67%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.42%	49.54K	2.45M	-13.3K	-21.16%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.64%	75.27K	3.72M	18.42K	+32.40%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	106.4K	5.27M	-9.18K	-7.94%
Jun 30, 2025	UBS GROUP AG	1.21%	143.15K	7.09M	-104.83K	-42.27%
Jun 30, 2025	ROYAL BANK OF CANADA	2.07%	244.36K	12.11M	-43.3K	-15.05%
Jun 30, 2025	MORGAN STANLEY	3.99%	471.03K	23.34M	-262.99K	-35.83%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.44%	51.53K	2.55M	-1.03K	-1.95%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.39%	45.62K	2.26M	45.62K	+100.00%
Jun 30, 2025	SPENCE ASSET MANAGEMENT	0.34%	39.54K	1.96M	4.37K	+12.44%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.64%	75.9K	3.76M	-6.8K	-8.22%
Mar 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	1.16%	146.33K	6.82M	6.84K	+4.90%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.45%	182.74K	8.52M	31.14K	+20.54%
Mar 31, 2025	BANQUE PICTET & CIE SA	0.36%	45K	2.1M	-2.86K	-5.97%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.58%	198.53K	9.26M	-15K	-7.03%
Mar 31, 2025	LPL FINANCIAL LLC	1.7%	213.54K	9.96M	4.66K	+2.23%
Mar 31, 2025	ROYAL BANK OF CANADA	2.29%	287.66K	13.41M	-42.21K	-12.80%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.31%	164.17K	7.66M	54.76K	+50.05%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.35%	169.82K	7.92M	52.91K	+45.26%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.32%	39.8K	1.86M	-2.12K	-5.05%
Mar 31, 2025	CITADEL ADVISORS LLC	0.33%	41.8K	1.95M	-36.3K	-46.48%
Mar 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.55%	68.91K	3.21M	-1.21K	-1.72%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.52%	190.76K	8.9M	19.87K	+11.63%
Mar 31, 2025	JPMORGAN CHASE & CO	2.86%	358.68K	16.73M	16.12K	+4.71%
Mar 31, 2025	MORGAN STANLEY	5.84%	734.03K	34.23M	240.72K	+48.80%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.7%	214.14K	9.99M	1.26K	+0.59%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.72%	215.52K	10.05M	16.74K	+8.42%
Mar 31, 2025	US BANCORP \DE\	1.84%	230.59K	10.75M	-4.5K	-1.91%
Mar 31, 2025	UBS GROUP AG	1.97%	247.98K	11.56M	47.82K	+23.89%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.94%	620.04K	28.91M	61.4K	+10.99%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	21.33K	994K	-3.17K	-12.95%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	22.28K	1.04M	4.61K	+26.07%
Mar 31, 2025	MARINER, LLC	0.18%	23.08K	1.08M	-650	-2.74%
Mar 31, 2025	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.2%	24.73K	1.15M	24.73K	+100.00%
Mar 31, 2025	CARRET ASSET MANAGEMENT, LLC	0.2%	25.22K	1.18M	215	+0.86%
Mar 31, 2025	FAMILY FIRM, INC.	0.24%	30.16K	1.41M	925	+3.16%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	31.9K	1.49M	-929	-2.83%
Mar 31, 2025	MARSHALL WACE, LLP	0.26%	32.12K	1.5M	3.41K	+11.87%
Mar 31, 2025	SPENCE ASSET MANAGEMENT	0.28%	35.17K	1.64M	13.97K	+65.88%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.28%	35.25K	1.64M	35.25K	+100.00%
Mar 31, 2025	CX INSTITUTIONAL	0.29%	36.53K	1.7M	-17.35K	-32.20%
Mar 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.42%	52.56K	2.45M	-6.2K	-10.55%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0.43%	54.13K	2.52M	-98	-0.18%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.45%	56.85K	2.62M	15.58K	+37.76%
Mar 31, 2025	MARTIN & CO INC /TN/	0.48%	60.59K	2.83M	104	+0.17%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.49%	61.13K	2.85M	46.82K	+327.20%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.5%	62.84K	2.93M	62.84K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.73%	91.15K	4.25M	1.37K	+1.53%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.92%	115.59K	5.39M	-2.15K	-1.83%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.02%	128.26K	5.98M	2.09K	+1.65%
Mar 31, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.17%	21.71K	1.01M	9.18K	+73.26%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	29.23K	1.36M	-1.63K	-5.27%
Mar 31, 2025		0.33%	40.84K	1.9M	1.11K	+2.80%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	59.43K	2.77M	16.4K	+38.12%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	69.39K	962K	-85.1K	-55.08%
Mar 31, 2025	QUADRATURE CAPITAL LTD	0.56%	70.3K	3.28M	70.3K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	76.02K	3.54M	45.82K	+151.76%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.61%	76.66K	3.57M	-14.84K	-16.21%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.66%	82.7K	3.86M	82.7K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.68%	85.18K	3.97M	-28.63K	-25.16%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.09%	14.61K	633.56K	1	+0.01%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.24%	39.53K	1.71M	-159.18K	-80.11%
Mar 31, 2024	MIDWESTONE FINANCIAL GROUP, INC.	0.24%	34.51K	1.5M	4.47K	+14.88%
Mar 31, 2024	JPMORGAN CHASE & CO	1.74%	286.06K	12.41M	54.49K	+23.53%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.34%	49K	2.13M	-100.02K	-67.12%
Mar 31, 2024	CHICAGO WEALTH MANAGEMENT, INC.	0.35%	49.37K	2.14M	49.37K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.38%	61.55K	2.67M	-10.31K	-14.35%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.41%	58.42K	2.53M	27.26K	+87.46%
Mar 31, 2024	CX INSTITUTIONAL	0.44%	62.86K	2.73M	-10.08K	-13.82%
Mar 31, 2024	MARTIN & CO INC /TN/	0.45%	63.41K	2.75M	-1.62K	-2.49%
Mar 31, 2024	CRESTWOOD ADVISORS GROUP LLC	0.45%	64.26K	2.79M	-18.56K	-22.41%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.47%	67.08K	2.91M	16.65K	+33.01%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.48%	67.69K	2.94M	44.22K	+188.39%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.57%	80.33K	3.48M	15.22K	+23.38%
Mar 31, 2024	ABUNDANCE WEALTH COUNSELORS	0.7%	99.31K	4.31M	7.38K	+8.03%
Mar 31, 2024	CITADEL ADVISORS LLC	0.5%	81.6K	3.54M	36.3K	+80.13%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	121.6K	5.28M	121.6K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.02%	144.48K	6.27M	-154.46K	-51.67%
Mar 31, 2024	UBS GROUP AG	1.04%	170.01K	7.38M	82.31K	+93.86%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.15%	187.85K	8.15M	4.9K	+2.68%
Mar 31, 2024	LPL FINANCIAL LLC	1.49%	244.06K	10.59M	-11K	-4.31%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.66%	272.43K	11.82M	-70.96K	-20.66%
Mar 31, 2024	US BANCORP \DE\	1.73%	284.01K	12.32M	-98.38K	-25.73%
Mar 31, 2024	VIEWPOINT CAPITAL MANAGEMENT LLC	0.05%	7.99K	346.69K	0	0
Mar 31, 2024	BARE FINANCIAL SERVICES, INC	0.05%	8.68K	354.93K	5.65K	+186.85%
Mar 31, 2024	PATTEN & PATTEN INC/TN	0.05%	8.94K	387.6K	-950	-9.61%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.06%	9.11K	395K	-7.1K	-43.77%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.06%	9.22K	400K	9.22K	+100.00%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	0.06%	9.23K	390.3K	-32.96K	-78.13%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.06%	9.33K	404.72K	-746	-7.40%
Mar 31, 2024	SAGE FINANCIAL GROUP INC	0.06%	9.7K	420.86K	59	+0.61%
Mar 31, 2024	CREATIVE PLANNING	0.06%	10.22K	443.39K	-14.63K	-58.88%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.08%	12.67K	549.63K	-10	-0.08%
Mar 31, 2024	WEALTH MANAGEMENT PARTNERS, LLC	0.08%	12.88K	558.52K	80	+0.63%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.08%	13.37K	579.95K	1.33K	+11.05%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	15.14K	657K	728	+5.05%
Mar 31, 2024	SWEET FINANCIAL PARTNERS, LLC	0.1%	16.32K	707.75K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	16.94K	735K	-6K	-26.14%
Mar 31, 2024	MORGAN STANLEY	3.5%	573.35K	24.87M	-76.62K	-11.79%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	16.9K	732.96K	945	+5.92%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.12%	17.44K	756.36K	9.63K	+123.40%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.13%	18.48K	801.84K	18.48K	+100.00%
Mar 31, 2024	AUGUSTINE ASSET MANAGEMENT INC	0.14%	20K	867.6K	0	0
Mar 31, 2024	CETERA ADVISORS LLC	0.15%	21.24K	921.49K	4.31K	+25.48%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.18%	24.97K	1.08M	-6.2K	-19.89%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.19%	26.54K	1.15M	26.54K	+100.00%
Mar 31, 2024	STEPHENS INC /AR/	0.19%	26.8K	1.16M	-19.6K	-42.24%
Mar 31, 2024	DENTGROUP LLC	0.19%	27.17K	1.18M	-1.26K	-4.43%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.2%	32.97K	1.43M	-8.7K	-20.88%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.21%	29.62K	1.29M	20.41K	+221.38%
Mar 31, 2024	FAMILY FIRM, INC.	0.23%	32.77K	1.42M	-283	-0.86%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.23%	38.3K	1.66M	26.2K	+216.50%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	41.98K	1.82M	-24.39K	-36.75%
Mar 31, 2024	JANE STREET GROUP, LLC	0.26%	42.3K	1.83M	28.09K	+197.74%
Mar 31, 2024	CARRET ASSET MANAGEMENT, LLC	0.27%	38.09K	1.65M	-1.88K	-4.70%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	38.55K	1.67M	-342	-0.88%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.28%	40.29K	1.37M	-6	-0.01%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	53.16K	2.31M	18.12K	+51.70%
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.34%	48.93K	2.12M	1.48K	+3.11%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.34%	56.49K	2.45M	-55.23K	-49.43%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1%	163.7K	7.1M	-19.18K	-10.49%
Mar 31, 2024	ROYAL BANK OF CANADA	1.49%	244.52K	10.61M	-151.3K	-38.22%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.2%	361.33K	15.67M	-243.4K	-40.25%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.49%	408.23K	17.71M	19.24K	+4.95%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.66%	111.72K	4.67M	56.99K	+104.14%
Dec 31, 2023	ABUNDANCE WEALTH COUNSELORS	0.54%	91.93K	3.85M	5.51K	+6.37%
Dec 31, 2023	MIDWESTONE FINANCIAL GROUP, INC.	0.18%	30.04K	1.26M	-15.63K	-34.22%
Dec 31, 2023	UBS GROUP AG	0.52%	87.7K	3.67M	-2.76K	-3.05%
Dec 31, 2023	CRESTWOOD ADVISORS GROUP LLC	0.49%	82.82K	3.47M	-5.97K	-6.73%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.18%	31.17K	1.3M	31.17K	+100.00%
Dec 31, 2023	CX INSTITUTIONAL	0.43%	72.95K	3.05M	-62.72K	-46.23%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.42%	71.86K	3.01M	-22.69K	-24.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.18%	31.17K	1.3M	-9.5K	-23.36%
Dec 31, 2023	FAMILY FIRM, INC.	0.19%	33.05K	1.38M	5.34K	+19.28%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	38.89K	1.63M	-8.03K	-17.12%
Dec 31, 2023	CARRET ASSET MANAGEMENT, LLC	0.24%	39.97K	1.67M	1.09K	+2.80%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.24%	40.29K	1.69M	6	+0.01%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.25%	41.67K	1.74M	7.04K	+20.34%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	0.25%	42.19K	1.77M	8.5K	+25.21%
Dec 31, 2023	STEPHENS INC /AR/	0.27%	46.4K	1.94M	-7.76K	-14.33%
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	0.28%	47.45K	1.99M	2.1K	+4.64%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.3%	50.43K	2.11M	4.94K	+10.87%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.3%	51.04K	2.14M	43.94K	+618.83%
Dec 31, 2023	CITADEL ADVISORS LLC	0.09%	15.9K	665.26K	-80.1K	-83.44%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	66.37K	2.78M	29.88K	+81.90%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.38%	65.11K	2.72M	100	+0.15%
Dec 31, 2023	MORGAN STANLEY	3.83%	649.97K	27.19M	115.96K	+21.72%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.33%	56.53K	1.35M	56.53K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	15.95K	667.43K	2.58K	+19.29%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.1%	16.21K	678K	-1.64K	-9.20%
Dec 31, 2023	SWEET FINANCIAL PARTNERS, LLC	0.1%	16.32K	682.62K	0	0
Dec 31, 2023	CETERA ADVISORS LLC	0.1%	16.93K	708.31K	-2.25K	-11.75%
Dec 31, 2023	AUGUSTINE ASSET MANAGEMENT INC	0.12%	20K	836.8K	0	0
Dec 31, 2023		0.13%	21.42K	896K	21.42K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.14%	22.94K	960K	-2.34K	-9.26%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.14%	23.47K	982.08K	637	+2.79%
Dec 31, 2023	MARTIN & CO INC /TN/	0.38%	65.03K	2.72M	-2.46K	-3.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.56%	604.72K	25.3M	-21.8K	-3.48%
Dec 31, 2023	ROYAL BANK OF CANADA	2.33%	395.82K	16.56M	149.21K	+60.51%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.29%	388.99K	16.28M	35.35K	+10.00%
Dec 31, 2023	US BANCORP \DE\	2.25%	382.39K	16M	-9.08K	-2.32%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.02%	343.39K	14.37M	17.17K	+5.26%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.76%	298.94K	12.51M	79.87K	+36.46%
Dec 31, 2023	BARRY INVESTMENT ADVISORS, LLC	1.71%	290.28K	12.15M	-1.28K	-0.44%
Dec 31, 2023	LPL FINANCIAL LLC	1.5%	255.06K	10.67M	35.42K	+16.13%
Dec 31, 2023	JPMORGAN CHASE & CO	1.36%	231.57K	9.69M	107.86K	+87.19%
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.09%	14.6K	611.04K	3	+0.02%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.17%	198.71K	8.31M	71.28K	+55.94%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.08%	182.95K	7.65M	-54.76K	-23.04%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.08%	182.88K	7.64M	25.14K	+15.94%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.88%	149.02K	6.24M	105.02K	+238.69%
Dec 31, 2023	CREATIVE PLANNING	0.15%	24.86K	1.04M	14.13K	+131.73%
Dec 31, 2023	DENTGROUP LLC	0.17%	28.43K	1.19M	-24.45K	-46.24%

Frequently Asked Questions