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

Who are the major shareholders selling iShares iBonds Dec 2035 Term Corporate ETF stock?

ARCHFORD CAPITAL STRATEGIES, LLC, in the last quarter, reduced its stake in IBCA by -5.81% restricting it's holding to 76.14 thousand shares of worth nearly $1.95M. KRILOGY FINANCIAL LLC also lessened -2.11% of the IBCA shares from its portfolio, reducing its holding to 201.61 thousand shares of worth $5.16M. LIDO ADVISORS, LLC also shunned IBCA shares holding by -0.77% last quarter which brought its holding to 249.48 thousand shares worth $6.39M.

Investors who are buying IBCA stock?

As per its latest 13F filing, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC increased its stake in IBCA by 200.52% in the last quarter. The institutional holder raised its holding to 37.67 thousand shares having worth more than $964.81K. ASSOCIATED BANC-CORP also added 20.08% more shares of IBCA to its portfolio, raising its holding to 37.73 thousand shares of worth $966.29K. J.W. COLE ADVISORS, INC. also increased its IBCA shares holding by 2% which brought its holding to 77.81 thousand shares worth $1.99M.

IBCA's major insiders: who are they?

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

Did an insider recently sell IBCA stock?

Company executives, directors, and other insiders own N/A percent of iShares iBonds Dec 2035 Term Corporate ETF's stock. Within the last six months, there have been 0 transaction(s) in which IBCA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IBCA stock?

There have been 0 transaction(s) during the past 6-months in which iShares iBonds Dec 2035 Term Corporate ETF insiders have bought stock, totalling 0 shares

How much of IBCA does insiders own?

Around 0 iShares iBonds Dec 2035 Term Corporate ETF shares are held by insiders, which represents about N/A of IBCA stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IBCA?

COLDSTREAM CAPITAL MANAGEMENT INC is the largest institutional owner in IBCA which holds 36.81 thousand shares worth $942.68K or 0.99% of the total IBCA shares outstanding followed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC with ownership of 37.67 thousand shares representing 1.02% of the IBCA ownership. ASSOCIATED BANC-CORP is the third largest stakeholder with 37.73 thousand shares or 1.02% of the ownership worth more than $966.29K.

Is iShares iBonds Dec 2035 Term Corporate 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 IBCA is concerned, it is a stock which is not optionable.

Is there a short position on IBCA's shares?

Number of IBCA 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 IBCA shares are there?

As of today, null shares of IBCA are outstanding.

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

IBCA 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 IBCA is null.

iShares iBonds Dec 2035 Term Corporate ETF (IBCA) 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

OptionableNo

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. COLDSTREAM CAPITAL MANAGEMENT INC is the top corporate investor, holding 36.81K shares valued at $942.68K. A 0.99% stake in iShares iBonds Dec 2035 Term Corporate ETF is owned by the company. CLIFTONLARSONALLEN WEALTH ADVISORS, LLC owns 37.67K shares valued at $964.81K, which translates its holding of 1.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.99%	36.81K	942.68K	0	0
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.02%	37.67K	964.81K	25.14K	+200.52%
Jun 30, 2026	ASSOCIATED BANC-CORP	1.02%	37.73K	966.29K	6.31K	+20.08%
Jun 30, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	2.06%	76.14K	1.95M	-4.7K	-5.81%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	2.1%	77.81K	1.99M	1.52K	+2.00%
Jun 30, 2026	ROYAL BANK OF CANADA	2.17%	80.46K	2.06M	13.78K	+20.66%
Jun 30, 2026	STONEBROOK PRIVATE INC.	2.53%	93.69K	2.4M	1.52K	+1.65%
Jun 30, 2026	HANCOCK WHITNEY CORP	4.06%	150.1K	3.84M	45.21K	+43.11%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.6%	22.19K	568.36K	10.83K	+95.34%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.28%	269.61K	6.9M	3.96K	+1.49%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	10.62%	392.95K	10.06M	9.51K	+2.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	25.27%	935.35K	23.95M	128.88K	+15.98%
Jun 30, 2026	SEGMENT WEALTH MANAGEMENT, LLC	1.05%	39K	998.79K	10.79K	+38.25%
Jun 30, 2026	LYELL WEALTH MANAGEMENT, LP	1.14%	42.15K	1.08M	42.15K	+100.00%
Jun 30, 2026	STOKES FAMILY OFFICE, LLC	1.21%	44.95K	1.15M	18.95K	+72.88%
Jun 30, 2026	KOESTEN, HIRSCHMANN & CRABTREE, INC.	0.55%	20.22K	517.78K	20.22K	+100.00%
Jun 30, 2026	MCF ADVISORS LLC	1.28%	47.42K	1.21M	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.41%	52.17K	1.34M	4.3K	+8.97%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	2.32%	85.99K	2.2M	41.49K	+93.22%
Jun 30, 2026	LPL FINANCIAL LLC	2.35%	86.84K	2.22M	30.24K	+53.42%
Jun 30, 2026	INSTRUMENTAL WEALTH, LLC	2.48%	91.79K	2.35M	390	+0.43%
Jun 30, 2026	KRILOGY FINANCIAL LLC	5.45%	201.61K	5.16M	-4.34K	-2.11%
Jun 30, 2026	UBS GROUP AG	6.13%	226.93K	5.81M	33.93K	+17.58%
Jun 30, 2026	LIDO ADVISORS, LLC	6.74%	249.48K	6.39M	-1.95K	-0.77%
Jun 30, 2026	GILBERT & COOK, INC.	1.03%	38.27K	980.1K	0	0
Jun 30, 2026	ADIRONDACK TRUST CO	2.49%	92.23K	2.36M	10.2K	+12.43%
Jun 30, 2026	ADDISON ADVISORS LLC	2.74%	101.33K	2.59M	-84.68K	-45.52%
Jun 30, 2026	4THOUGHT FINANCIAL GROUP INC.	5.05%	187.05K	4.79M	7.58K	+4.23%
Jun 30, 2026	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	5.25%	194.44K	4.98M	46.05K	+31.04%
Jun 30, 2026	GUIDANCE POINT ADVISORS, LLC	7.51%	278.04K	7.12M	14.35K	+5.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	10.87%	402.16K	10.3M	54.7K	+15.74%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	68.52%	2.54M	64.95M	250.41K	+10.96%
Jun 30, 2026	PROBITY ADVISORS, INC.	4.84%	179.28K	4.59M	39.06K	+27.86%
Jun 30, 2026	BENJAMIN EDWARDS INC	4.26%	157.5K	4.03M	-25.49K	-13.93%
Jun 30, 2026	US BANCORP \DE\	3.25%	120.42K	3.08M	31.38K	+35.24%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.02%	111.64K	2.83M	36.79K	+49.15%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.03%	75.05K	1.92M	-7.97K	-9.60%
Jun 30, 2026	MICHAEL S. RYAN, INC.	1.9%	70.2K	1.8M	70.2K	+100.00%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	1.64%	60.87K	1.56M	-20.86K	-25.52%
Jun 30, 2026	MV CAPITAL MANAGEMENT, INC.	12.79%	473.44K	12.12M	14.24K	+3.10%
Jun 30, 2026	MORGAN STANLEY	14.22%	526.17K	13.48M	80.18K	+17.98%
Jun 30, 2026	MB, LEVIS & ASSOCIATES, LLC	14.65%	542.07K	13.88M	6.27K	+1.17%
Jun 30, 2026	ARROW FINANCIAL CORP	16.63%	615.53K	15.76M	28.61K	+4.88%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.32%	11.71K	299.84K	-208	-1.75%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	12.26K	313.9K	1.54K	+14.36%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.37%	13.55K	347.12K	-445	-3.18%
Jun 30, 2026	RELIANT WEALTH PLANNING	0.37%	13.58K	347.78K	-1.57K	-10.35%
Jun 30, 2026	CREATIVE PLANNING	0.44%	16.45K	421.31K	976	+6.31%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.45%	16.79K	430.09K	1K	+6.34%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.92%	34.14K	874.35K	4.16K	+13.88%
Jun 30, 2026	LITTLE HOUSE CAPITAL LLC	0.88%	32.67K	836.64K	1.12K	+3.54%
Jun 30, 2026	CFG WEALTH MANAGEMENT SERVICES, INC.	0.81%	30.04K	770.28K	0	0
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.53%	19.55K	500.75K	2.74K	+16.30%
Jun 30, 2026	COWA, LLC	0.53%	19.7K	504.52K	19.7K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.68%	25.3K	647.91K	25.3K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.78%	28.75K	736.34K	28.75K	+100.00%
Jun 30, 2026		0.81%	30.04K	770.28K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.86%	31.97K	818.83K	31.97K	+100.00%
Jun 30, 2026	DAVIMAN FINANCIAL, LLC	0.89%	32.93K	843.39K	4.62K	+16.31%
Jun 30, 2026	DEARBORN PARTNERS LLC	0.56%	20.71K	526.94K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.3%	11.06K	283.6K	0	0
Mar 31, 2026	DEARBORN PARTNERS LLC	0.56%	20.71K	526.94K	8.55K	+70.30%
Mar 31, 2026		0.51%	18.95K	482.66K	4.3K	+29.35%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.45%	16.81K	431.06K	329	+2.00%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.43%	15.79K	404.93K	15.79K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.42%	15.48K	396.78K	15.48K	+100.00%
Mar 31, 2026	RELIANT WEALTH PLANNING	0.41%	15.15K	388.37K	0	0
Mar 31, 2026	MORGAN STANLEY	12.05%	445.99K	11.44M	221.66K	+98.81%
Mar 31, 2026	GUIDANCE POINT ADVISORS, LLC	7.12%	263.7K	6.76M	42.05K	+18.97%
Mar 31, 2026	LIDO ADVISORS, LLC	6.79%	251.42K	6.45M	69.72K	+38.37%
Mar 31, 2026	KRILOGY FINANCIAL LLC	5.56%	205.95K	5.31M	44.44K	+27.51%
Mar 31, 2026	UBS GROUP AG	5.21%	192.99K	4.95M	34.39K	+21.68%
Mar 31, 2026	HANCOCK WHITNEY CORP	2.83%	104.89K	2.69M	74.01K	+239.72%
Mar 31, 2026	STONEBROOK PRIVATE INC.	2.49%	92.16K	2.36M	4.87K	+5.58%
Mar 31, 2026	INSTRUMENTAL WEALTH, LLC	2.47%	91.4K	2.34M	674	+0.74%
Mar 31, 2026	US BANCORP \DE\	2.41%	89.04K	2.28M	28.78K	+47.75%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.38%	14K	358.93K	14K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	21.79%	806.47K	20.68M	62.17K	+8.35%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	10.36%	383.44K	9.83M	383.44K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	7.18%	265.65K	6.81M	73.78K	+38.45%
Mar 31, 2026	ADDISON ADVISORS LLC	5.03%	186.01K	4.77M	42.73K	+29.82%
Mar 31, 2026	BENJAMIN EDWARDS INC	4.94%	182.98K	4.69M	15.36K	+9.16%
Mar 31, 2026	4THOUGHT FINANCIAL GROUP INC.	4.85%	179.47K	4.6M	-647	-0.36%
Mar 31, 2026	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	4.01%	148.38K	3.8M	71.14K	+92.11%
Mar 31, 2026	PROBITY ADVISORS, INC.	3.79%	140.22K	3.6M	55.16K	+64.86%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	61.75%	2.29M	58.6M	569.9K	+33.22%
Mar 31, 2026	ARROW FINANCIAL CORP	15.86%	586.92K	15.05M	18.35K	+3.23%
Mar 31, 2026	MB, LEVIS & ASSOCIATES, LLC	14.48%	535.8K	13.74M	6.02K	+1.14%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	9.39%	347.45K	8.91M	312.22K	+886.16%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.34%	12.54K	321.42K	12.54K	+100.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.32%	11.92K	305.53K	-248	-2.04%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.31%	11.36K	291.29K	1.3K	+12.93%
Mar 31, 2026	STOKES FAMILY OFFICE, LLC	0.7%	26K	666.64K	4K	+18.18%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	10.72K	274.81K	0	0
Mar 31, 2026	SARVER VROOMAN WEALTH ADVISORS	0.27%	10.12K	259.58K	0	0
Mar 31, 2026	CVA FAMILY OFFICE, LLC	0.26%	9.5K	243.58K	9.5K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.25%	9.36K	239.89K	9.13K	+4,003.51%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.25%	9.21K	236.04K	9.21K	+100.00%
Mar 31, 2026	QUANTUM FINANCIAL ADVISORS, LLC	0.25%	9.18K	235.48K	9.18K	+100.00%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.34%	12.56K	322K	12.56K	+100.00%
Mar 31, 2026	MV CAPITAL MANAGEMENT, INC.	12.41%	459.2K	11.77M	423.01K	+1,168.93%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.24%	83.02K	2.13M	15K	+22.06%
Mar 31, 2026	ADIRONDACK TRUST CO	2.22%	82.04K	2.1M	51.43K	+168.05%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	2.21%	81.73K	2.1M	18.25K	+28.74%
Mar 31, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	2.18%	80.84K	2.07M	4.38K	+5.72%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	2.06%	76.29K	1.96M	5.71K	+8.08%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.02%	74.85K	1.92M	57.35K	+327.77%
Mar 31, 2026	ROYAL BANK OF CANADA	1.8%	66.68K	1.71M	5.44K	+8.88%
Mar 31, 2026	CITADEL ADVISORS LLC	1.78%	65.78K	1.69M	65.78K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.53%	56.6K	1.45M	23.44K	+70.66%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.29%	47.87K	1.23M	16.33K	+51.78%
Mar 31, 2026	MCF ADVISORS LLC	1.28%	47.42K	1.22M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.2%	44.51K	1.14M	33K	+286.83%
Mar 31, 2026	GILBERT & COOK, INC.	1.03%	38.27K	981.24K	19.19K	+100.52%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.99%	36.81K	943.78K	3.06K	+9.05%
Mar 31, 2026	LITTLE HOUSE CAPITAL LLC	0.85%	31.55K	808.98K	31.55K	+100.00%
Mar 31, 2026	ASSOCIATED BANC-CORP	0.85%	31.42K	805.63K	31.42K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.81%	29.98K	768.71K	11.74K	+64.39%
Mar 31, 2026	SEGMENT WEALTH MANAGEMENT, LLC	0.76%	28.21K	723.3K	28.21K	+100.00%
Dec 31, 2025	GUIDANCE POINT ADVISORS, LLC	5.99%	221.65K	5.75M	194.43K	+714.28%
Dec 31, 2025	MORGAN STANLEY	6.06%	224.33K	5.82M	224.33K	+100.00%
Dec 31, 2025	MB, LEVIS & ASSOCIATES, LLC	14.31%	529.79K	13.74M	6.9K	+1.32%
Dec 31, 2025	ARROW FINANCIAL CORP	15.36%	568.57K	14.75M	568.57K	+100.00%
Dec 31, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.23%	8.53K	221.38K	8.53K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.3%	11.06K	286.92K	390	+3.65%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	11.51K	298.44K	11.51K	+100.00%
Dec 31, 2025		0.4%	14.65K	380.02K	14.65K	+100.00%
Dec 31, 2025	STONEX GROUP INC.	0.42%	15.7K	407.18K	15.7K	+100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.45%	16.48K	427.57K	2.57K	+18.45%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	17.5K	454.69K	3.67K	+26.49%
Dec 31, 2025	STOKES FAMILY OFFICE, LLC	0.59%	22K	570.68K	22K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.9%	33.17K	860.31K	33.17K	+100.00%
Dec 31, 2025	MV CAPITAL MANAGEMENT, INC.	0.98%	36.19K	938.72K	36.19K	+100.00%
Dec 31, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	2.09%	77.24K	2M	27.26K	+54.55%
Dec 31, 2025	STONEBROOK PRIVATE INC.	2.36%	87.29K	2.26M	87.29K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	10.72K	278.02K	4.73K	+78.87%
Dec 31, 2025	GILBERT & COOK, INC.	0.52%	19.09K	495.07K	19.09K	+100.00%
Dec 31, 2025	ADIRONDACK TRUST CO	0.83%	30.61K	793.54K	10.23K	+50.23%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.83%	30.87K	800.87K	30.87K	+100.00%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.91%	33.75K	875.58K	16.64K	+97.23%
Dec 31, 2025	US BANCORP \DE\	1.63%	60.27K	1.56M	60.27K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	1.65%	61.24K	1.59M	10.03K	+19.58%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	1.72%	63.48K	1.65M	42.71K	+205.58%
Dec 31, 2025	INSTRUMENTAL WEALTH, LLC	2.45%	90.72K	2.38M	9.88K	+12.22%
Dec 31, 2025	ADDISON ADVISORS LLC	3.87%	143.28K	3.72M	114.92K	+405.16%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	20.11%	744.3K	19.31M	744.3K	+100.00%
Dec 31, 2025	4THOUGHT FINANCIAL GROUP INC.	4.87%	180.11K	4.67M	180.11K	+100.00%
Dec 31, 2025	LIDO ADVISORS, LLC	4.91%	181.7K	4.71M	13.71K	+8.16%
Dec 31, 2025	BENJAMIN EDWARDS INC	4.53%	167.63K	4.35M	167.63K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	46.36%	1.72M	44.51M	332.23K	+24.01%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	31.54K	818.15K	12.95K	+69.65%
Dec 31, 2025	RELIANT WEALTH PLANNING	0.41%	15.15K	392.91K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.49%	18.24K	473.09K	18.15K	+20,392.13%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.95%	35.23K	913.93K	24.6K	+231.48%
Dec 31, 2025	PROBITY ADVISORS, INC.	2.3%	85.06K	2.21M	48.06K	+129.89%
Dec 31, 2025	KRILOGY FINANCIAL LLC	4.36%	161.51K	4.2M	161.51K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.27%	10.06K	260.95K	10.06K	+100.00%
Dec 31, 2025	SARVER VROOMAN WEALTH ADVISORS	0.27%	10.12K	262.62K	0	0
Dec 31, 2025	DEARBORN PARTNERS LLC	0.33%	12.16K	309.79K	12.16K	+100.00%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.33%	12.16K	315.53K	12.16K	+100.00%
Dec 31, 2025	MCF ADVISORS LLC	1.28%	47.42K	1.23M	20.21K	+74.30%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	68.02K	1.76M	68.02K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	1.91%	70.58K	1.83M	3.5K	+5.21%
Dec 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	2.07%	76.47K	1.98M	76.47K	+100.00%
Dec 31, 2025	UBS GROUP AG	4.29%	158.61K	4.11M	55.74K	+54.19%
Dec 31, 2025	CNB BANK	0.15%	5.69K	147.57K	5.69K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.23%	8.38K	217.35K	8.38K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.18%	191.87K	4.98M	191.87K	+100.00%

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