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

Who are the major shareholders selling iShares Gold Trust stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in IAU by -2.06% restricting it's holding to 8.8 million shares of worth nearly $664.57M. UBS GROUP AG also lessened -18.86% of the IAU shares from its portfolio, reducing its holding to 12.42 million shares of worth $937.46M. WELLS FARGO & COMPANY/MN also shunned IAU shares holding by -2.72% last quarter which brought its holding to 12.83 million shares worth $968.74M.

Investors who are buying IAU stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in IAU by 7.59% in the last quarter. The institutional holder raised its holding to 10.95 million shares having worth more than $827.03M. KEYBANK NATIONAL ASSOCIATION/OH also added 1.34% more shares of IAU to its portfolio, raising its holding to 3.67 million shares of worth $276.80M. BANK OF NEW YORK MELLON CORP also increased its IAU shares holding by 8.85% which brought its holding to 1.84 million shares worth $138.94M.

IAU's major insiders: who are they?

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

Did an insider recently sell IAU stock?

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

Which insider recently purchased IAU stock?

There have been 0 transaction(s) during the past 6-months in which iShares Gold Trust insiders have bought stock, totalling 0 shares

How much of IAU does insiders own?

Around 0 iShares Gold Trust shares are held by insiders, which represents about N/A of IAU stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IAU?

ENVESTNET ASSET MANAGEMENT INC is the largest institutional owner in IAU which holds 8.8 million shares worth $664.57M or 1.12% of the total IAU shares outstanding followed by LPL FINANCIAL LLC with ownership of 10.95 million shares representing 1.39% of the IAU ownership. UBS GROUP AG is the third largest stakeholder with 12.42 million shares or 1.57% of the ownership worth more than $937.46M.

Is iShares Gold Trust 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 IAU is concerned, it is a stock which is optionable.

Is there a short position on IAU's shares?

Number of IAU 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 IAU shares are there?

As of today, null shares of IAU are outstanding.

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

IAU 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 IAU is null.

iShares Gold Trust (IAU) 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 8.8M shares valued at $664.57M. A 1.12% stake in iShares Gold Trust is owned by the company. LPL FINANCIAL LLC owns 10.95M shares valued at $827.03M, which translates its holding of 1.39% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.12%	8.8M	664.57M	-185.26K	-2.06%
Jun 30, 2026	LPL FINANCIAL LLC	1.39%	10.95M	827.03M	772.73K	+7.59%
Jun 30, 2026	UBS GROUP AG	1.57%	12.42M	937.46M	-2.89M	-18.86%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.63%	12.83M	968.74M	-358.33K	-2.72%
Jun 30, 2026	FMR LLC	1.75%	13.82M	1.04B	-883.98K	-6.01%
Jun 30, 2026	MORGAN STANLEY	2.91%	22.99M	1.74B	-267.01K	-1.15%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.53%	27.85M	2.1B	-439.63K	-1.55%
Jun 30, 2026	ROYAL BANK OF CANADA	0.47%	3.74M	282.7M	-79.03K	-2.07%
Jun 30, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.46%	3.67M	276.8M	48.37K	+1.34%
Jun 30, 2026	EMPOWER ADVISORY GROUP, LLC	0.66%	5.24M	395.5M	-166.41K	-3.08%
Jun 30, 2026	NORTHERN TRUST CORP	0.67%	5.26M	397.21M	-24.06K	-0.46%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	1.62M	122.04M	-25.86K	-1.58%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.23%	1.84M	138.94M	149.56K	+8.85%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	1.88M	141.99M	94.66K	+5.30%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	1.92M	144.66M	-53.76K	-2.73%
Jun 30, 2026	HARVARD MANAGEMENT CO INC	0.25%	1.98M	149.52M	1.98M	+100.00%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.28%	2.18M	164.6M	-236.27K	-9.78%
Jun 30, 2026	PROFICIO CAPITAL PARTNERS LLC	0.28%	2.19M	165.46M	118.33K	+5.71%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.68%	5.35M	404.1M	-161.62K	-2.93%
Jun 30, 2026	JPMORGAN CHASE & CO	0.7%	5.5M	415.69M	-3.36M	-37.92%
Jun 30, 2026	SCHF (GPE), LLC	0.71%	5.6M	423.11M	1.09M	+24.28%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	0.74%	5.82M	513.02M	-21.54K	-0.37%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.8%	6.32M	477.25M	-129.49K	-2.01%
Jun 30, 2026	WEALTHNAVI INC.	0.84%	6.65M	502.39M	-268.53K	-3.88%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.86%	6.79M	510.03M	-208.11K	-2.97%
Jun 30, 2026	CITIGROUP INC	0.92%	7.26M	548.52M	144.52K	+2.03%
Jun 30, 2026	BLACKROCK, INC.	1.11%	8.73M	659.4M	109.25K	+1.27%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	1.53M	115.56M	143.9K	+10.38%
Jun 30, 2026	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.2%	1.55M	117.18M	-84.01K	-5.14%
Jun 30, 2026	MOON CAPITAL MANAGEMENT LP	0.2%	1.56M	117.77M	0	0
Jun 30, 2026	PENNSYLVANIA STATE UNIVERSITY	0.2%	1.57M	118.86M	0	0
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.2%	1.62M	122.04M	1.62M	+100.00%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.21%	1.65M	124.29M	-154.09K	-8.56%
Jun 30, 2026	CARTESIAN GROWTH CORP	0.21%	1.65M	124.7M	84.46K	+5.39%
Jun 30, 2026	EQUITABLE TRUST CO	0.21%	1.66M	125.16M	-44.75K	-2.63%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.21%	1.66M	125.29M	1.63M	+5,283.62%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.21%	1.67M	126.14M	-174.13K	-9.44%
Jun 30, 2026	CITADEL ADVISORS LLC	0.22%	1.72M	129.92M	424.58K	+32.76%
Jun 30, 2026	ARNHOLD LLC	0.22%	1.76M	132.69M	0	0
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.22%	1.77M	133.73M	-247	-0.01%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.28%	2.23M	168.14M	1.62K	+0.07%
Jun 30, 2026	JANE STREET GROUP, LLC	0.29%	2.3M	173.62M	1.78M	+345.17%
Jun 30, 2026	ERSTE ASSET MANAGEMENT GMBH	0.33%	2.62M	198.11M	-32K	-1.21%
Jun 30, 2026	DIAMETER CAPITAL PARTNERS LP	0.43%	3.36M	253.99M	3.36M	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.41%	3.25M	245.24M	-43.04K	-1.31%
Jun 30, 2026	SUMITOMO MITSUI TRUST GROUP, INC.	0.39%	3.11M	235.15M	-499.99K	-13.83%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	3.1M	234.43M	-101.68K	-3.17%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.37%	2.94M	221.95M	-2.28M	-43.67%
Jun 30, 2026	CERITY PARTNERS LLC	0.37%	2.93M	221.47M	-225.56K	-7.14%
Jun 30, 2026	CIBC BANCORP USA INC.	0.35%	2.76M	208.18M	56.03K	+2.07%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.14%	1.13M	99.85M	-30.35K	-2.61%
Mar 31, 2026	TWIN FOCUS CAPITAL PARTNERS, LLC	0.14%	1.16M	102.4M	55.14K	+4.98%
Mar 31, 2026	EMORY UNIVERSITY	0.14%	1.18M	104.42M	-6	0.00%
Mar 31, 2026	CRCM LP	0.15%	1.25M	111.12M	530.15K	+73.66%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	1.3M	114.22M	34.08K	+2.70%
Mar 31, 2026	ALLIANZ SE	0.16%	1.35M	118.69M	112.69K	+9.14%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.16%	1.35M	118.86M	-27.07K	-1.97%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.17%	1.37M	121.09M	-946.03K	-40.78%
Mar 31, 2026	GM ADVISORY GROUP, INC.	0.2%	1.57M	138.38M	42.39K	+2.78%
Mar 31, 2026	CHEVY CHASE TRUST HOLDINGS, LLC	0.2%	1.58M	138.87M	-36.66K	-2.27%
Mar 31, 2026	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.21%	1.64M	144.22M	-118.41K	-6.75%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.31%	2.42M	212.99M	5.31K	+0.22%
Mar 31, 2026	ERSTE ASSET MANAGEMENT GMBH	0.34%	2.66M	225.54M	70K	+2.71%
Mar 31, 2026	FMR LLC	1.86%	14.71M	1.3B	-7.71M	-34.38%
Mar 31, 2026	MORGAN STANLEY	2.95%	23.26M	2.05B	-1.64M	-6.58%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.59%	28.29M	2.49B	-1.98M	-6.53%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.21%	1.69M	149.03M	-513.88K	-23.31%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	1.8M	158.7M	1.31M	+264.97%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.23%	1.84M	162.62M	1.49K	+0.08%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.28%	2.23M	196.16M	-207.22K	-8.52%
Mar 31, 2026	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.42%	3.29M	290.36M	3.05M	+1,247.03%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.23%	1.79M	157.43M	-296.46K	-14.24%
Mar 31, 2026	MOON CAPITAL MANAGEMENT LP	0.2%	1.56M	137.49M	0	0
Mar 31, 2026	CARTESIAN GROWTH CORP	0.2%	1.57M	138.15M	-21.26K	-1.34%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	1.97M	173.64M	-29.64K	-1.48%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	0.68%	5.4M	476.43M	-116.12K	-2.10%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.7%	5.51M	486.05M	-135.21K	-2.39%
Mar 31, 2026	SUMITOMO MITSUI TRUST GROUP, INC.	0.46%	3.61M	318.62M	-2.99M	-45.31%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	1.39M	122.23M	-1.17M	-45.74%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.74%	5.84M	474.1M	-510.94K	-8.04%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.82%	6.45M	568.62M	-146.1K	-2.22%
Mar 31, 2026	WEALTHNAVI INC.	0.88%	6.92M	610.22M	-167.48K	-2.36%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.89%	7M	618.93M	-271.85K	-3.74%
Mar 31, 2026	CITIGROUP INC	0.9%	7.12M	627.67M	-81.66K	-1.13%
Mar 31, 2026	PERMANENS CAPITAL L.P.	0.24%	1.89M	166.22M	763K	+67.98%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	1.64M	144.76M	172.67K	+11.75%
Mar 31, 2026	EQUITABLE TRUST CO	0.22%	1.7M	150.08M	-48.94K	-2.79%
Mar 31, 2026	CITADEL ADVISORS LLC	0.22%	1.72M	151.49M	-324.3K	-15.88%
Mar 31, 2026	ARNHOLD LLC	0.22%	1.76M	154.92M	0	0
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.22%	1.77M	156.15M	46.09K	+2.67%
Mar 31, 2026	PROFICIO CAPITAL PARTNERS LLC	0.26%	2.07M	182.74M	-54.18K	-2.55%
Mar 31, 2026		0.19%	1.57M	138.77M	-157.23K	-9.08%
Mar 31, 2026	BLACKROCK, INC.	1.09%	8.62M	760.24M	1.43M	+19.94%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.14%	8.99M	792.23M	-10.32M	-53.45%
Mar 31, 2026	JPMORGAN CHASE & CO	1.12%	8.87M	752.93M	-2.98M	-25.15%
Mar 31, 2026	CERITY PARTNERS LLC	0.4%	3.16M	278.46M	-123.61K	-3.77%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	3.21M	282.67M	-331.93K	-9.38%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.42%	3.29M	290.12M	-99.92K	-2.95%
Mar 31, 2026	MARINER, LLC	0.18%	1.39M	122.49M	-60.23K	-4.15%
Mar 31, 2026	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.44%	3.61M	318.62M	-2.99M	-45.31%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.46%	3.62M	318.91M	-90.74K	-2.45%
Mar 31, 2026	ROYAL BANK OF CANADA	0.48%	3.82M	337.03M	-77.65K	-1.99%
Mar 31, 2026	SCHF (GPE), LLC	0.57%	4.51M	397.47M	1.34M	+42.51%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.66%	5.22M	459.99M	-686.43K	-11.63%
Mar 31, 2026	NORTHERN TRUST CORP	0.67%	5.28M	465.87M	744.73K	+16.40%
Mar 31, 2026	LPL FINANCIAL LLC	1.29%	10.18M	897.46M	-3.56M	-25.92%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.67%	13.19M	1.16B	50.68K	+0.39%
Mar 31, 2026	UBS GROUP AG	1.94%	15.3M	1.35B	6.34M	+70.80%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	960.56K	84.68M	-52.68K	-5.20%
Mar 31, 2026	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.12%	971.66K	85.66M	45.21K	+4.88%
Mar 31, 2026	DEUTSCHE BANK AG\	0.12%	997.91K	87.98M	-43.53K	-4.18%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.12%	1.01M	89.2M	-175.8K	-14.80%
Mar 31, 2026	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.12%	1.02M	89.73M	531.1K	+109.12%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.13%	1.03M	90.77M	-71.18K	-6.47%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.13%	1.11M	97.62M	-67.2K	-5.72%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.14%	1.13M	99.76M	-975.09K	-46.29%
Mar 31, 2026	PENNSYLVANIA STATE UNIVERSITY	0.2%	1.57M	138.77M	-157.23K	-9.08%
Mar 31, 2026	CIBC BANCORP USA INC.	0.34%	2.7M	237.83M	2.7M	+100.00%
Mar 31, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.19%	1.49M	131.38M	36.82K	+2.53%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	1.47M	119.27M	-93.09K	-5.96%
Dec 31, 2025	GM ADVISORY GROUP, INC.	0.18%	1.53M	123.97M	-27.6K	-1.77%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.18%	1.55M	126.05M	-38.07K	-2.39%
Dec 31, 2025	CARTESIAN GROWTH CORP	0.19%	1.59M	128.92M	63.18K	+4.14%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.2%	1.72M	139.73M	14.32K	+0.84%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.26%	2.2M	178.93M	245.6K	+12.54%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.32%	2.74M	222.08M	84.54K	+3.19%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	2.53M	205.74M	2.01M	+381.48%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.27%	2.32M	188.28M	57.39K	+2.54%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	1.84M	149.61M	249.52K	+15.66%
Dec 31, 2025	ERSTE ASSET MANAGEMENT GMBH	0.3%	2.59M	209.88M	680K	+35.68%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	2.56M	207.41M	1.11M	+77.00%
Dec 31, 2025	CERITY PARTNERS LLC	0.38%	3.28M	266.43M	153.18K	+4.90%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.4%	3.39M	275.23M	-118.97K	-3.39%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	3.54M	287.2M	21.18K	+0.60%
Dec 31, 2025	NORTHERN TRUST CORP	0.53%	4.54M	368.49M	228.19K	+5.29%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	5.65M	458.49M	22.01K	+0.39%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.74%	6.35M	515.57M	-463.62K	-6.80%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.85%	7.27M	590.23M	660.46K	+10.00%
Dec 31, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.19%	1.61M	130.83M	-78.77K	-4.66%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.2%	1.73M	140.03M	32.14K	+1.90%
Dec 31, 2025	CITADEL ADVISORS LLC	0.24%	2.04M	165.8M	824.7K	+67.71%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	2.08M	169.01M	40.42K	+1.98%
Dec 31, 2025	SCHF (GPE), LLC	0.37%	3.16M	256.79M	0	0
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.43%	3.71M	300.99M	47.95K	+1.31%
Dec 31, 2025	EMORY UNIVERSITY	0.14%	1.18M	96.14M	103.52K	+9.58%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.14%	1.19M	96.39M	-14.89K	-1.24%
Dec 31, 2025	ALLIANZ SE	0.14%	1.23M	100.13M	46.93K	+3.96%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	1.26M	102.4M	48.83K	+4.03%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.16%	1.36M	110.27M	-3.89K	-0.29%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	1.37M	111.07M	-2.41K	-0.18%
Dec 31, 2025	ROYAL BANK OF CANADA	0.46%	3.9M	316.61M	-628.34K	-13.87%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.65%	5.52M	448.08M	-350.79K	-5.97%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.69%	5.9M	479.23M	89.89K	+1.55%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.77%	6.61M	536.45M	-2.4M	-26.61%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.77%	6.6M	535.4M	1.02M	+18.27%
Dec 31, 2025	WEALTHNAVI INC.	0.83%	7.09M	575.43M	-41.3K	-0.58%
Dec 31, 2025	BLACKROCK, INC.	0.84%	7.19M	583.6M	1.5M	+26.28%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.25%	2.11M	171M	98.32K	+4.90%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.28%	2.41M	195.69M	11.01K	+0.46%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	2.43M	197.43M	19.54K	+0.81%
Dec 31, 2025	CWM, LLC	0.23%	1.95M	158.62M	57.37K	+3.02%
Dec 31, 2025	PACKER & CO LTD	0.21%	1.83M	148.55M	-320K	-14.88%
Dec 31, 2025	FMR LLC	2.62%	22.41M	1.82B	424.77K	+1.93%
Dec 31, 2025	CITIGROUP INC	0.84%	7.2M	584.53M	1.89M	+35.68%
Dec 31, 2025	JPMORGAN CHASE & CO	1.39%	11.84M	961.43M	-1.32M	-10.03%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.54%	13.14M	1.07B	260.54K	+2.02%
Dec 31, 2025	UBS GROUP AG	1.05%	8.96M	727.11M	-190.21K	-2.08%
Dec 31, 2025	LPL FINANCIAL LLC	1.61%	13.74M	1.12B	203.53K	+1.50%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.26%	19.3M	1.57B	-1.22M	-5.93%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.54%	30.27M	2.46B	-528.99K	-1.72%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	2M	162.28M	320.71K	+19.11%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.14%	1.16M	94.4M	-42.7K	-3.54%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.14%	1.17M	95.34M	-61.5K	-4.98%
Dec 31, 2025	FORBES J M & CO LLP	0.14%	1.18M	96.04M	5.74K	+0.49%
Dec 31, 2025	MORGAN STANLEY	2.91%	24.9M	2.02B	59.27K	+0.24%
Dec 31, 2025	TWIN TREE MANAGEMENT, LP	0.28%	2.39M	193.63M	-5.8M	-70.87%
Dec 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.25%	2.13M	172.65M	-139.62K	-6.16%
Dec 31, 2025	SILVER POINT CAPITAL L.P.	0.23%	1.95M	157.88M	610K	+45.69%
Dec 31, 2025	EQUITABLE TRUST CO	0.2%	1.75M	142.15M	-128.05K	-6.81%
Dec 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.21%	1.75M	142.39M	-63.84K	-3.51%
Dec 31, 2025	ARNHOLD LLC	0.21%	1.76M	142.64M	0	0
Dec 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.17%	1.45M	117.98M	701.7K	+93.34%
Dec 31, 2025	MARINER, LLC	0.17%	1.45M	117.67M	20.54K	+1.44%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.16%	1.38M	111.63M	-13.12K	-0.95%
Sep 30, 2025	ERSTE ASSET MANAGEMENT GMBH	0.2%	1.91M	137.51M	130K	+7.32%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.6%	5.81M	423.1M	323.76K	+5.90%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.38%	3.66M	266.35M	37.12K	+1.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.17%	30.8M	2.24B	456.14K	+1.50%
Sep 30, 2025	CITIGROUP INC	0.55%	5.31M	386.24M	198.9K	+3.89%
Sep 30, 2025	CERITY PARTNERS LLC	0.32%	3.13M	227.71M	69.18K	+2.26%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	1.56M	113.7M	-36.67K	-2.29%
Sep 30, 2025	MOON CAPITAL MANAGEMENT LP	0.16%	1.56M	113.49M	0	0
Sep 30, 2025	CARTESIAN GROWTH CORP	0.16%	1.53M	110.98M	-42.72K	-2.73%
Sep 30, 2025	UBS GROUP AG	0.94%	9.15M	665.7M	561.49K	+6.54%
Sep 30, 2025	WEALTHNAVI INC.	0.74%	7.13M	518.89M	559.41K	+8.51%
Sep 30, 2025	BLACKROCK, INC.	0.59%	5.69M	414.33M	362.46K	+6.80%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	5.63M	409.44M	279.27K	+5.22%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.27%	2.65M	192.94M	98.81K	+3.87%
Sep 30, 2025	PACKER & CO LTD	0.22%	2.15M	156.46M	2.15M	+100.00%
Sep 30, 2025	EQUITABLE TRUST CO	0.19%	1.88M	136.76M	-4.25K	-0.23%
Sep 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.19%	1.82M	132.3M	-34.06K	-1.84%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.18%	1.71M	124.23M	582.91K	+51.85%
Sep 30, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.17%	1.69M	123.02M	4.48K	+0.27%
Sep 30, 2025	FMR LLC	2.27%	21.99M	1.6B	-3.43M	-13.51%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	1.39M	101.03M	39.21K	+2.91%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	1.37M	99.75M	303.78K	+28.47%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.14%	1.36M	99.14M	232.74K	+20.60%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.13%	1.24M	89.95M	-692	-0.06%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	1.21M	88.25M	83.37K	+7.38%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.12%	1.21M	87.74M	-16.05K	-1.31%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.12%	1.2M	87.5M	70.62K	+6.24%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.12%	1.19M	86.46M	-41.95K	-3.41%
Sep 30, 2025	ALLIANZ SE	0.12%	1.19M	86.35M	32.34K	+2.80%
Sep 30, 2025	FORBES J M & CO LLP	0.12%	1.18M	85.68M	9.78K	+0.84%
Sep 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.12%	1.15M	84.05M	-512	-0.04%
Sep 30, 2025	EMORY UNIVERSITY	0.11%	1.08M	78.66M	1.08M	+100.00%
Sep 30, 2025	CENTRAL TRUST CO	0.11%	1.08M	78.5M	-99.92K	-8.48%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.11%	1.07M	77.55M	90.75K	+9.31%
Sep 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.11%	1.05M	76.29M	56.61K	+5.71%
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	1.01M	73.26M	-71.16K	-6.60%
Sep 30, 2025	MORGAN STANLEY	2.56%	24.84M	1.81B	1.34M	+5.68%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.7%	6.82M	495.95M	-217.19K	-3.09%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.57%	5.58M	405.83M	569.51K	+11.37%
Sep 30, 2025	ROYAL BANK OF CANADA	0.47%	4.53M	329.57M	856.09K	+23.31%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.25%	2.4M	174.63M	-14.06K	-0.58%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	2.26M	164.62M	796.61K	+54.35%
Sep 30, 2025	NORTHERN TRUST CORP	0.44%	4.31M	313.75M	223.5K	+5.47%
Sep 30, 2025	SCHF (GPE), LLC	0.33%	3.16M	230.22M	3.16M	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.21%	2.01M	146.15M	455.3K	+29.32%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.2%	1.96M	142.54M	515.93K	+35.76%
Sep 30, 2025	CWM, LLC	0.2%	1.9M	138.03M	859.53K	+82.87%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.33%	12.88M	937.02M	196.5K	+1.55%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.93%	9M	655.26M	-6.76M	-42.87%
Sep 30, 2025	TWIN TREE MANAGEMENT, LP	0.84%	8.19M	595.96M	1.75M	+27.13%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	1.68M	122.15M	269.81K	+19.15%
Sep 30, 2025	MIZUHO BANK, LTD.	0.17%	1.66M	120.8M	1.66M	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	1.59M	115.97M	-291.26K	-15.45%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.16%	1.59M	115.78M	577.65K	+57.00%
Sep 30, 2025	ARNHOLD LLC	0.18%	1.76M	127.88M	0	0
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.17%	1.69M	123.2M	243.11K	+16.77%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	3.52M	255.94M	-330.31K	-8.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.12%	20.52M	1.49B	6.62M	+47.66%
Sep 30, 2025	LPL FINANCIAL LLC	1.4%	13.54M	985.22M	2.64M	+24.20%
Sep 30, 2025	JPMORGAN CHASE & CO	1.36%	13.17M	958.03M	2.25M	+20.57%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.61%	5.87M	427.24M	-158.65K	-2.63%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	3.51M	255.41M	76.15K	+2.22%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.36%	3.45M	251.2M	-42.12K	-1.21%
Sep 30, 2025		0.27%	2.66M	193.64M	2.66M	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.25%	2.41M	175.58M	58.6K	+2.49%
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.23%	2.27M	164.94M	48.06K	+2.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	2.04M	137.85M	166.45K	+8.88%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.68%	6.61M	481.74M	-9.12K	-0.14%
Sep 30, 2025	MARINER, LLC	0.15%	1.43M	104M	60.67K	+4.43%
Jun 30, 2025	PFG ADVISORS	0.15%	1.43M	149.01M	1.4M	+4,797.32%
Jun 30, 2025	MARINER, LLC	0.14%	1.37M	85.34M	36.85K	+2.77%
Jun 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.14%	1.33M	82.89M	1.32M	+12,087.26%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.36%	3.49M	217.89M	3.34M	+2,152.72%
Jun 30, 2025	LPL FINANCIAL LLC	1.12%	10.9M	679.78M	-281.94K	-2.52%
Jun 30, 2025	EQUITABLE TRUST CO	0.19%	1.88M	117.46M	-409.37K	-17.85%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.13%	1.24M	77.12M	-2.4K	-0.19%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.13%	1.23M	76.71M	-78.78K	-6.02%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.13%	1.22M	76.19M	-29.57K	-2.36%
Jun 30, 2025	CENTRAL TRUST CO	0.12%	1.18M	73.5M	-102.23K	-7.98%
Jun 30, 2025	MOON CAPITAL MANAGEMENT LP	0.16%	1.56M	97.26M	0	0
Jun 30, 2025	UBS GROUP AG	0.89%	8.59M	535.46M	-373.78K	-4.17%
Jun 30, 2025	ERSTE ASSET MANAGEMENT GMBH	0.18%	1.78M	110.73M	611.65K	+52.55%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	1.88M	116.88M	553.73K	+41.90%
Jun 30, 2025	CITADEL ADVISORS LLC	0.13%	1.31M	81.4B	830.8K	+175.05%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.16%	1.56M	96.99M	-513.24K	-24.81%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	1.88M	117.54B	1.16M	+158.47%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.72%	7.03M	438.55B	-716.18K	-9.24%
Jun 30, 2025	MORGAN STANLEY	2.42%	23.5M	1.47T	-282.27K	-1.19%
Jun 30, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.17%	1.69M	105.15M	-158.78K	-8.61%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.26%	2.55M	159.18M	-99.15K	-3.74%
Jun 30, 2025	CERITY PARTNERS LLC	0.32%	3.06M	190.81M	-204.59K	-6.27%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.35%	3.43M	214.12M	-112.41K	-3.17%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.37%	3.62M	225.94M	202.87K	+5.93%
Jun 30, 2025	ROYAL BANK OF CANADA	0.38%	3.67M	229.04M	172.12K	+4.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	3.85M	239.92M	-2.23K	-0.06%
Jun 30, 2025	NORTHERN TRUST CORP	0.42%	4.09M	254.93M	496.25K	+13.82%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.66%	6.44M	401.7M	11.9K	+0.19%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.43%	13.9M	866.59M	-3.68M	-20.93%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	1.62%	15.76M	982.93M	-2.18M	-12.14%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.15%	1.44M	89.97M	-118.41K	-7.58%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	1.47M	91.39M	-181.58K	-11.02%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.16%	1.52M	94.86M	-4.8K	-0.31%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.23%	2.22M	138.35M	-73.25K	-3.20%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.24%	2.35M	146.8M	3.11K	+0.13%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.25%	2.41M	150.53M	-20.73K	-0.85%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.52%	5.01M	312.26M	288.91K	+6.12%
Jun 30, 2025	CITIGROUP INC	0.53%	5.11M	318.59M	4.55M	+809.07%
Jun 30, 2025	FMR LLC	2.62%	25.42M	1.59B	-696.89K	-2.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.13%	30.34M	1.89B	-995.28K	-3.18%
Jun 30, 2025	PERMANENS CAPITAL L.P.	0.09%	909.55K	56.72M	35.8K	+4.10%
Jun 30, 2025	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.09%	919.94K	57.37M	10.32K	+1.13%
Jun 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.1%	924.23K	58.15M	-23.32K	-2.46%
Jun 30, 2025	ARNHOLD LLC	0.18%	1.76M	109.58M	0	0
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	930.32K	92.29M	776.22K	+503.70%
Jun 30, 2025	WEALTHNAVI INC.	0.68%	6.57M	409.78M	521.53K	+8.62%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.68%	6.62M	412.56M	148.88K	+2.30%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.1%	931.6K	58.09M	-35.49K	-3.67%
Jun 30, 2025	OXBOW ADVISORS, LLC	0.1%	946.23K	59.01M	-21.26K	-2.20%
Jun 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.1%	991.7K	61.84M	160.01K	+19.24%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.1%	1.01M	63.19M	-361.63K	-26.30%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.11%	1.06M	65.98M	1.06M	+100.00%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.11%	1.09M	67.93M	430.43K	+65.32%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.12%	1.12M	70.11M	-538.96K	-32.41%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.12%	1.13M	70.45M	-102.64K	-8.33%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.12%	1.13M	70.58M	-73.45K	-6.09%
Jun 30, 2025	ALLIANZ SE	0.12%	1.15M	71.98M	59.1K	+5.40%
Jun 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.12%	1.16M	72.06M	-116.82K	-9.18%
Jun 30, 2025	FORBES J M & CO LLP	0.12%	1.17M	72.81M	-279.76K	-19.33%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	1.35M	84.13M	-490.86K	-26.68%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	1.41M	88.32M	-9.88K	-0.70%
Jun 30, 2025	CARTESIAN GROWTH CORP	0.16%	1.57M	97.78M	19.54K	+1.26%
Jun 30, 2025		0.22%	2.14M	133.58M	-533K	-19.93%
Jun 30, 2025	BLACKROCK, INC.	0.55%	5.33M	332.45M	338.93K	+6.79%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	5.35M	333.45M	-48.48K	-0.90%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.57%	5.49M	342.38M	692.84K	+14.44%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.62%	6.03M	376.01M	-7.27M	-54.65%
Jun 30, 2025	JPMORGAN CHASE & CO	1.13%	10.92M	680.95M	4.4M	+67.45%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.31%	12.68M	790.72M	54.86K	+0.43%
Jun 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.19%	1.85M	115.5M	-149.76K	-7.48%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	1.6M	99.72M	617.77K	+62.95%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	1.55M	96.85M	9.84K	+0.64%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.17%	1.68M	98.82M	-795K	-32.17%
Mar 31, 2025	MARINER, LLC	0.14%	1.33M	78.51M	25.39K	+1.94%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.23%	31.34M	1.85B	358.33K	+1.16%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.13%	1.31M	77.17M	-69.27K	-5.03%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	1.32M	77.92M	152.3K	+13.02%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	1.42M	83.64M	-170.27K	-10.72%
Mar 31, 2025	MORGAN STANLEY	2.45%	23.78M	1.4B	293.39K	+1.25%
Mar 31, 2025	FMR LLC	2.69%	26.12M	1.54B	3.5M	+15.49%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	3.85M	226.97M	611.51K	+18.89%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.49%	4.72M	278.2M	414.58K	+9.63%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.16%	1.53M	89.97M	228.39K	+17.60%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.16%	1.54M	90.99M	582.76K	+60.68%
Mar 31, 2025	MOON CAPITAL MANAGEMENT LP	0.16%	1.56M	91.95M	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.16%	1.56M	92.05M	424.92K	+37.39%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	1.65M	97.12M	613.68K	+59.38%
Mar 31, 2025	ARNHOLD LLC	0.18%	1.76M	103.61M	0	0
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	1.84M	108.49M	-20.01K	-1.08%
Mar 31, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.19%	1.84M	108.77M	3.08K	+0.17%
Mar 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.21%	2M	118.03M	1.74K	+0.09%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.21%	2.07M	121.96M	17.78K	+0.87%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.24%	2.29M	133.03M	50.12K	+2.24%
Mar 31, 2025	EQUITABLE TRUST CO	0.24%	2.29M	135.19M	-173.25K	-7.03%
Mar 31, 2025	PACKER & CO LTD	0.24%	2.35M	138.56M	-1.24M	-34.45%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.24%	2.35M	138.62M	294.38K	+14.31%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.25%	2.43M	143.54M	152.9K	+6.70%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.27%	2.65M	149.32M	141.69K	+5.64%
Mar 31, 2025	CERITY PARTNERS LLC	0.34%	3.26M	192.47M	-7.15K	-0.22%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.35%	3.42M	201.66M	157.45K	+4.83%
Mar 31, 2025	ROYAL BANK OF CANADA	0.36%	3.5M	206.4M	286.31K	+8.91%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	3.55M	209.07M	-62.64K	-1.74%
Mar 31, 2025	NORTHERN TRUST CORP	0.37%	3.59M	211.77M	444.7K	+14.13%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.49%	4.8M	282.87M	637.3K	+15.32%
Mar 31, 2025	BLACKROCK, INC.	0.51%	4.99M	294.34M	704.97K	+16.44%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	5.4M	318.13M	332.5K	+6.57%
Mar 31, 2025	WEALTHNAVI INC.	0.62%	6.05M	356.68M	125.6K	+2.12%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.67%	6.47M	381.93M	616.56K	+10.54%
Mar 31, 2025	JPMORGAN CHASE & CO	0.67%	6.52M	384.48M	-2.27M	-25.80%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.8%	7.75M	456.86M	-702.22K	-8.31%
Mar 31, 2025	UBS GROUP AG	0.92%	8.96M	528.3M	771.52K	+9.42%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.81%	17.58M	1.04B	6.8M	+63.06%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	1.85%	17.94M	1.06B	339.29K	+1.93%
Mar 31, 2025	LPL FINANCIAL LLC	1.15%	11.18M	659.34M	2.55M	+29.57%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.3%	12.63M	744.37M	336.23K	+2.74%
Mar 31, 2025	CENTRAL TRUST CO	0.13%	1.28M	75.52M	-62.21K	-4.63%
Mar 31, 2025	CARTESIAN GROWTH CORP	0.16%	1.55M	91.28M	183.8K	+13.47%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.17%	1.66M	98.06M	544.75K	+48.70%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	1.37%	13.3M	783.91M	-597.34K	-4.30%
Mar 31, 2025	FORBES J M & CO LLP	0.15%	1.45M	85.34M	51.81K	+3.71%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.14%	1.37M	81.07M	692.11K	+101.36%
Mar 31, 2024	MOON CAPITAL MANAGEMENT LP	0.16%	1.56M	65.52M	0	0
Mar 31, 2024	MARINER, LLC	0.12%	1.18M	49.38M	-3.47K	-0.29%
Mar 31, 2024	CARTESIAN GROWTH CORP	0.12%	1.18M	49.46M	-1.46K	-0.12%
Mar 31, 2024	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.12%	1.21M	50.62M	17.93K	+1.51%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.13%	1.21M	51.04M	-3.5K	-0.29%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	1.26M	52.83M	-3.3K	-0.26%
Mar 31, 2024	CENTRAL TRUST CO	0.16%	1.54M	64.82M	-32.53K	-2.06%
Mar 31, 2024	CHEVY CHASE TRUST HOLDINGS, LLC	0.17%	1.68M	70.54M	-16.81K	-0.99%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.16%	1.58M	66.35M	-233.96K	-12.90%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	2.1%	20.37M	855.95M	-72.81K	-0.36%
Mar 31, 2024	PACKER & CO LTD	0.37%	3.59M	150.61M	0	0
Mar 31, 2024	WEALTHNAVI INC.	0.54%	5.25M	220.53M	834.76K	+18.91%
Mar 31, 2024	MIZUHO BANK, LTD.	0.62%	6M	252.06M	-2M	-25.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.66%	6.38M	264.74M	-573.81K	-8.25%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.29%	2.77M	116.4M	2.77M	+100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.31%	3.04M	128.52M	-32.62K	-1.06%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.31%	3.02M	126.99M	93.19K	+3.18%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	2.86M	120.17M	2.86M	+100.00%
Mar 31, 2024	EQUITABLE TRUST CO	0.28%	2.69M	113.21M	127.83K	+4.98%
Mar 31, 2024	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.23%	2.28M	95.67M	-40.89K	-1.76%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.13%	1.27M	53.25M	-26.3K	-2.03%
Mar 31, 2024	FORBES J M & CO LLP	0.14%	1.36M	57.28M	-19.38K	-1.40%
Mar 31, 2024	FIRST COMMAND ADVISORY SERVICES, INC.	0.15%	1.46M	61.37M	-4.62K	-0.32%
Mar 31, 2024	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0%	0	-	-253.98K	-100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	1	18	0	0
Mar 31, 2024	RETIREMENT GROUP, LLC	0%	2.13K	89.48K	88	+4.31%
Mar 31, 2024	YOUR ADVOCATES LTD., LLP	0%	4.13K	173.67K	-342	-7.64%
Mar 31, 2024	BROOKS, MOORE & ASSOCIATES, INC.	0%	10.09K	424.01K	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.22%	2.17M	91.02M	-91.11K	-4.04%
Mar 31, 2024	PROFICIO CAPITAL PARTNERS LLC	0.22%	2.1M	88.21M	8.44K	+0.40%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.22%	2.1M	89.1M	98.02K	+4.90%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.21%	2.02M	84.72M	-150.13K	-6.93%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.21%	2M	84.21M	-16.66K	-0.82%
Mar 31, 2024	VALICENTI ADVISORY SERVICES INC	0%	16.48K	692K	-400	-2.37%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0%	42.09K	1.77M	-229.57K	-84.51%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	1.53%	14.88M	625.18M	125.74K	+0.85%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	2.19%	21.25M	892.69M	-323.3K	-1.50%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.07%	694.12K	29.16M	586.65K	+545.90%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.07%	697.46K	31.15M	282.05K	+67.90%
Mar 31, 2024	BILTMORE FAMILY OFFICE, LLC	0.07%	705.87K	29.65M	66K	+10.31%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.07%	714.62K	30.02M	714.62K	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.08%	732.9K	30.79M	42.13K	+6.10%
Mar 31, 2024	CIRCLE WEALTH MANAGEMENT, LLC	0.08%	792.35K	33.29M	-100	-0.01%
Mar 31, 2024	CRCM LP	0.08%	813.17K	34.16M	813.17K	+100.00%
Mar 31, 2024	GENWEALTH GROUP, INC.	0.09%	846.14K	35.55M	38.73K	+4.80%
Mar 31, 2024	CAPITAL ASSET ADVISORY SERVICES LLC	0.09%	875.42K	38.47M	56	+0.01%
Mar 31, 2024	OXBOW ADVISORS, LLC	0.09%	888.89K	37.34M	47.24K	+5.61%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.09%	893.88K	37.55M	-53.67K	-5.66%
Mar 31, 2024	MACKAY SHIELDS LLC	0.1%	929.5K	39.05M	0	0
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.1%	935.7K	39.36M	11.35K	+1.23%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.1%	977.2K	41.05M	-112.39K	-10.31%
Mar 31, 2024	ARNHOLD LLC	0.18%	1.78M	74.87M	-25K	-1.38%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.1%	1.01M	42.5M	26.76K	+2.72%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.11%	1.03M	43.22M	-262.7K	-20.34%
Mar 31, 2024	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.11%	1.06M	44.48M	3.63K	+0.34%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.12%	1.13M	47.31M	43.7K	+4.04%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0%	1	18	0	0
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.19%	1.81M	70.78M	-66.39K	-3.53%
Dec 31, 2023	YOUR ADVOCATES LTD., LLP	0%	4.48K	174.7K	-5.36K	-54.48%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.03%	271.66K	10.6M	-83.01K	-23.40%
Dec 31, 2023	RETIREMENT GROUP, LLC	0%	2.04K	79.7K	42	+2.10%
Dec 31, 2023	BROOKS, MOORE & ASSOCIATES, INC.	0%	10.09K	393.93K	0	0
Dec 31, 2023	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.03%	253.98K	9.91M	5.11K	+2.05%
Dec 31, 2023	VALICENTI ADVISORY SERVICES INC	0%	16.88K	659K	0	0

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