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

Who are the major shareholders selling iShares iBonds Dec 2033 Term Corporate ETF stock?

RESOURCES INVESTMENT ADVISORS, LLC., in the last quarter, reduced its stake in IBDY by -9.46% restricting it's holding to 95.78 thousand shares of worth nearly $2.47M. SENECA HOUSE ADVISORS also lessened -7.13% of the IBDY shares from its portfolio, reducing its holding to 88.08 thousand shares of worth $2.27M. FIRST INTERSTATE BANK also shunned IBDY shares holding by -93.83% last quarter which brought its holding to 119.68 thousand shares worth $3.08M.

Investors who are buying IBDY stock?

As per its latest 13F filing, MCGLONE SUTTNER WEALTH MANAGEMENT, INC. increased its stake in IBDY by 1.18% in the last quarter. The institutional holder raised its holding to 90.47 thousand shares having worth more than $2.33M. SEGMENT WEALTH MANAGEMENT, LLC also added 14.9% more shares of IBDY to its portfolio, raising its holding to 80.51 thousand shares of worth $2.07M. KLINGMAN & ASSOCIATES, LLC also increased its IBDY shares holding by 100% which brought its holding to 78.83 thousand shares worth $2.03M.

IBDY's major insiders: who are they?

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

Did an insider recently sell IBDY stock?

Company executives, directors, and other insiders own N/A percent of iShares iBonds Dec 2033 Term Corporate ETF's stock. Within the last six months, there have been 0 transaction(s) in which IBDY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IBDY stock?

There have been 0 transaction(s) during the past 6-months in which iShares iBonds Dec 2033 Term Corporate ETF insiders have bought stock, totalling 0 shares

How much of IBDY does insiders own?

Around 0 iShares iBonds Dec 2033 Term Corporate ETF shares are held by insiders, which represents about N/A of IBDY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IBDY?

RESOURCES INVESTMENT ADVISORS, LLC. is the largest institutional owner in IBDY which holds 95.78 thousand shares worth $2.47M or 0.22% of the total IBDY shares outstanding followed by MCGLONE SUTTNER WEALTH MANAGEMENT, INC. with ownership of 90.47 thousand shares representing 0.2% of the IBDY ownership. SENECA HOUSE ADVISORS is the third largest stakeholder with 88.08 thousand shares or 0.2% of the ownership worth more than $2.27M.

Is iShares iBonds Dec 2033 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 IBDY is concerned, it is a stock which is not optionable.

Is there a short position on IBDY's shares?

Number of IBDY 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 IBDY shares are there?

As of today, null shares of IBDY are outstanding.

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

IBDY 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 IBDY is null.

iShares iBonds Dec 2033 Term Corporate ETF (IBDY) 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. RESOURCES INVESTMENT ADVISORS, LLC. is the top corporate investor, holding 95.78K shares valued at $2.47M. A 0.22% stake in iShares iBonds Dec 2033 Term Corporate ETF is owned by the company. MCGLONE SUTTNER WEALTH MANAGEMENT, INC. owns 90.47K shares valued at $2.33M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	95.78K	2.47M	-10K	-9.46%
Jun 30, 2026	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.2%	90.47K	2.33M	1.05K	+1.18%
Jun 30, 2026	SENECA HOUSE ADVISORS	0.2%	88.08K	2.27M	-6.76K	-7.13%
Jun 30, 2026	SEGMENT WEALTH MANAGEMENT, LLC	0.18%	80.51K	2.07M	10.44K	+14.90%
Jun 30, 2026	KLINGMAN & ASSOCIATES, LLC	0.18%	78.83K	2.03M	78.83K	+100.00%
Jun 30, 2026	COWA, LLC	0.17%	76.75K	1.98M	9.96K	+14.90%
Jun 30, 2026	FIRST INTERSTATE BANK	0.27%	119.68K	3.08M	-1.82M	-93.83%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	125.68K	3.21M	35.94K	+40.04%
Jun 30, 2026	HOWLAND CAPITAL MANAGEMENT LLC	0.29%	126.69K	3.26M	37.54K	+42.11%
Jun 30, 2026	ASSOCIATED BANC-CORP	0.17%	75.76K	1.95M	7.84K	+11.55%
Jun 30, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.16%	72.91K	1.88M	-4.3K	-5.57%
Jun 30, 2026	SIGMA INVESTMENT COUNSELORS INC	3.39%	1.48M	38.06M	93.4K	+6.74%
Jun 30, 2026	US BANCORP \DE\	1.98%	863.84K	22.24M	59.82K	+7.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.69%	738.62K	19.02M	115.57K	+18.55%
Jun 30, 2026	UBS GROUP AG	1.41%	616.6K	15.87M	82.45K	+15.43%
Jun 30, 2026	ARROW FINANCIAL CORP	1.4%	610.06K	15.71M	20.26K	+3.44%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.18%	516.08K	13.29M	7.35K	+1.44%
Jun 30, 2026	MB, LEVIS & ASSOCIATES, LLC	1.13%	495.5K	12.76M	5.27K	+1.07%
Jun 30, 2026	SOUND VIEW WEALTH ADVISORS GROUP, LLC	1.12%	490.59K	12.63M	453.37K	+1,218.26%
Jun 30, 2026	MARINER, LLC	0.52%	227.09K	5.85M	-69.37K	-23.40%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.91%	2.14M	55.16M	209.41K	+10.83%
Jun 30, 2026	INSTRUMENTAL WEALTH, LLC	0.96%	418.54K	10.78M	1.75K	+0.42%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.64%	716.88K	18.46M	48.02K	+7.18%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.95%	415.64K	10.7M	27.38K	+7.05%
Jun 30, 2026	LPL FINANCIAL LLC	0.89%	388.88K	10.01M	26.09K	+7.19%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.54%	234.64K	6.04M	21.62K	+10.15%
Jun 30, 2026	PROBITY ADVISORS, INC.	0.53%	231.2K	5.95M	41.87K	+22.12%
Jun 30, 2026	IRONWOOD FINANCIAL, LLC	0.48%	210.24K	5.34M	193.53K	+1,158.39%
Jun 30, 2026	KRILOGY FINANCIAL LLC	0.47%	204.92K	5.28M	-2.85K	-1.37%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.26%	112.7K	2.9M	-36.93K	-24.68%
Jun 30, 2026	MICHAEL S. RYAN, INC.	0.23%	100.19K	2.58M	-851	-0.84%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.69%	738.41K	19.01M	182.03K	+32.72%
Jun 30, 2026	ENVISION FINANCIAL PLANNING, LLC	1.69%	737.99K	19M	-100.61K	-12.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1%	434.89K	11.2M	11.71K	+2.77%
Jun 30, 2026	ROYAL BANK OF CANADA	0.85%	372.49K	9.59M	101.34K	+37.37%
Jun 30, 2026	HANCOCK WHITNEY CORP	0.54%	233.77K	6.02M	7.47K	+3.30%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	204.58K	5.27M	-71.02K	-25.77%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.35%	152.73K	3.93M	-25.87K	-14.48%
Jun 30, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.35%	151.32K	3.9M	22.78K	+17.72%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.29%	128.51K	3.31M	128.51K	+100.00%
Jun 30, 2026	EVERGREEN PRIVATE WEALTH LLC	0.33%	142.12K	3.66M	6.82K	+5.04%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	7.56%	3.3M	84.96M	193.12K	+6.22%
Jun 30, 2026	MORGAN STANLEY	5.35%	2.34M	60.16M	75.23K	+3.33%
Jun 30, 2026	ADIRONDACK TRUST CO	0.29%	128.14K	3.3M	9.22K	+7.75%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.56%	679.81K	17.5M	34.3K	+5.31%
Jun 30, 2026	JAMES INVESTMENT RESEARCH INC	0.3%	130.11K	3.35M	-7.45K	-5.41%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.3%	128.95K	3.32M	15.09K	+13.25%
Jun 30, 2026	CAPITAL ADVISORS INC/OK	4.35%	1.9M	48.94M	1.9M	+100.00%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	2.62%	1.14M	29.43M	-895.42K	-43.92%
Jun 30, 2026	SUMMITRY LLC	2.39%	1.04M	26.84M	17.18K	+1.68%
Jun 30, 2026	MV CAPITAL MANAGEMENT, INC.	2.16%	944.85K	24.33M	7.63K	+0.81%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.77%	335.08K	8.63M	2.1K	+0.63%
Jun 30, 2026	GUIDANCE POINT ADVISORS, LLC	0.66%	289.08K	7.44M	10.8K	+3.88%
Jun 30, 2026	LIDO ADVISORS, LLC	0.6%	261K	6.72M	26.89K	+11.49%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.57%	247K	6.36M	247K	+100.00%
Jun 30, 2026	LYELL WEALTH MANAGEMENT, LP	0.47%	204.8K	5.27M	23.35K	+12.87%
Jun 30, 2026	4THOUGHT FINANCIAL GROUP INC.	0.43%	185.96K	4.79M	10.28K	+5.85%
Jun 30, 2026	CITADEL ADVISORS LLC	0.43%	187.68K	4.83M	98.24K	+109.83%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.29%	128.61K	3.31M	-5.47K	-4.08%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.24%	105.78K	2.73M	921	+0.88%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.29%	556.38K	14.38M	73.3K	+15.17%
Mar 31, 2026	UBS GROUP AG	1.23%	534.16K	13.81M	34.71K	+6.95%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.18%	508.73K	13.15M	7.02K	+1.40%
Mar 31, 2026	MB, LEVIS & ASSOCIATES, LLC	1.13%	490.23K	12.67M	7.94K	+1.65%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.98%	423.19K	10.94M	34.42K	+8.85%
Mar 31, 2026	GUIDANCE POINT ADVISORS, LLC	0.64%	278.28K	7.19M	13.32K	+5.03%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	275.59K	7.12M	275.59K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.63%	271.15K	7.01M	24.52K	+9.94%
Mar 31, 2026	MARINER, LLC	0.69%	296.46K	7.66M	8.2K	+2.85%
Mar 31, 2026	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.15%	61.52K	1.59M	3.29K	+5.64%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.15%	62.58K	1.62M	2.85K	+4.77%
Mar 31, 2026	BOSTON FAMILY OFFICE LLC	0.16%	66.19K	1.61M	66.19K	+100.00%
Mar 31, 2026	COWA, LLC	0.17%	66.79K	1.73M	33.18K	+98.69%
Mar 31, 2026	ASSOCIATED BANC-CORP	0.17%	67.91K	1.76M	10.81K	+18.94%
Mar 31, 2026	SEGMENT WEALTH MANAGEMENT, LLC	0.17%	70.07K	1.81M	22.03K	+45.86%
Mar 31, 2026	MCF ADVISORS LLC	0.19%	77.21K	2M	511	+0.67%
Mar 31, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.19%	77.21K	2M	-1.42K	-1.80%
Mar 31, 2026	HOWLAND CAPITAL MANAGEMENT LLC	0.22%	89.15K	2.3M	76.44K	+601.41%
Mar 31, 2026	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.22%	89.42K	2.31M	2.51K	+2.88%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.35%	149.63K	3.87M	-10.65K	-6.64%
Mar 31, 2026	4THOUGHT FINANCIAL GROUP INC.	0.41%	175.68K	4.54M	424	+0.24%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.41%	178.6K	4.62M	7.5K	+4.39%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.31%	134.07K	3.47M	61.62K	+85.04%
Mar 31, 2026	EVERGREEN PRIVATE WEALTH LLC	0.31%	135.3K	3.5M	1.93K	+1.45%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.77%	332.98K	8.61M	62.39K	+23.06%
Mar 31, 2026	JANE STREET GROUP, LLC	0.77%	333.59K	8.62M	333.59K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.84%	362.79K	9.38M	258.92K	+249.28%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.9%	388.26K	10.04M	29.18K	+8.13%
Mar 31, 2026	INSTRUMENTAL WEALTH, LLC	0.96%	416.78K	10.77M	2.77K	+0.67%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.47%	1.93M	49.97M	144.79K	+8.10%
Mar 31, 2026	SENECA HOUSE ADVISORS	0.22%	94.84K	2.45M	-3.92K	-3.97%
Mar 31, 2026	MICHAEL S. RYAN, INC.	0.23%	101.04K	2.61M	2.6K	+2.64%
Mar 31, 2026	SIGNATURE WEALTH MANAGEMENT GROUP	0.24%	105.11K	2.72M	248	+0.24%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.26%	113.86K	2.94M	25.38K	+28.68%
Mar 31, 2026	ADIRONDACK TRUST CO	0.27%	118.92K	3.07M	59.17K	+99.02%
Mar 31, 2026	CWM, LLC	0.3%	128.22K	3.31M	-9.54K	-6.92%
Mar 31, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.3%	128.54K	3.32M	6.52K	+5.35%
Mar 31, 2026	STONEBROOK PRIVATE INC.	0.22%	93.04K	2.41M	3.98K	+4.46%
Mar 31, 2026	GTS SECURITIES LLC	0.3%	129.67K	3.35M	129.67K	+100.00%
Mar 31, 2026	JAMES INVESTMENT RESEARCH INC	0.32%	137.55K	3.56M	-3.8K	-2.69%
Mar 31, 2026	LYELL WEALTH MANAGEMENT, LP	0.42%	181.45K	4.69M	7.8K	+4.49%
Mar 31, 2026	PROBITY ADVISORS, INC.	0.44%	189.33K	4.89M	49.31K	+35.21%
Mar 31, 2026	KRILOGY FINANCIAL LLC	0.48%	207.77K	5.39M	5.66K	+2.80%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.49%	213.02K	5.51M	2.18K	+1.04%
Mar 31, 2026	HANCOCK WHITNEY CORP	0.52%	226.3K	5.85M	20.42K	+9.92%
Mar 31, 2026	LIDO ADVISORS, LLC	0.54%	234.1K	6.05M	5.75K	+2.52%
Mar 31, 2026	US BANCORP \DE\	1.86%	804.02K	20.78M	37.18K	+4.85%
Mar 31, 2026	ENVISION FINANCIAL PLANNING, LLC	1.94%	838.61K	21.68M	49.82K	+6.32%
Mar 31, 2026	MV CAPITAL MANAGEMENT, INC.	2.17%	937.22K	24.23M	119.92K	+14.67%
Mar 31, 2026	SUMMITRY LLC	2.37%	1.03M	26.5M	2.56K	+0.25%
Mar 31, 2026	SIGMA INVESTMENT COUNSELORS INC	3.2%	1.39M	35.81M	98.56K	+7.66%
Mar 31, 2026	FIRST INTERSTATE BANK	4.48%	1.94M	50.16M	37.91K	+1.99%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	7.18%	3.11M	80.31M	176.85K	+6.04%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	89.74K	2.32M	22.2K	+32.86%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	4.71%	2.04M	52.7M	86.5K	+4.43%
Mar 31, 2026	MORGAN STANLEY	5.23%	2.26M	58.46M	269.85K	+13.55%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.65%	668.87K	17.29M	75.2K	+12.67%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.49%	645.51K	16.69M	-91.33K	-12.39%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.44%	623.05K	16.11M	83.88K	+15.56%
Mar 31, 2026	ARROW FINANCIAL CORP	1.36%	589.79K	15.25M	33.9K	+6.10%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.56%	210.83K	5.51M	12.97K	+6.55%
Dec 31, 2025	LIDO ADVISORS, LLC	0.6%	228.36K	5.97M	5.88K	+2.64%
Dec 31, 2025	GUIDANCE POINT ADVISORS, LLC	0.69%	264.96K	6.93M	14.36K	+5.73%
Dec 31, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.24%	86.91K	2.27M	1.34K	+1.57%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.23%	88.48K	2.31M	21.89K	+32.87%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.71%	270.6K	7.07M	22.56K	+9.10%
Dec 31, 2025	MARINER, LLC	0.76%	288.26K	7.54M	203K	+238.11%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.94%	359.08K	9.39M	25.18K	+7.54%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.03%	388.77K	10.16M	15.16K	+4.06%
Dec 31, 2025	INSTRUMENTAL WEALTH, LLC	1.12%	414.02K	10.93M	28.3K	+7.34%
Dec 31, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	1.26%	463.08K	12.11M	463.08K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.27%	483.08K	12.63M	219.19K	+83.06%
Dec 31, 2025	MB, LEVIS & ASSOCIATES, LLC	1.31%	482.29K	12.61M	4.51K	+0.94%
Dec 31, 2025	MV CAPITAL MANAGEMENT, INC.	2.22%	817.3K	21.36M	10.94K	+1.36%
Dec 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.13%	48.04K	1.26M	820	+1.74%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	50.76K	1.33M	1.26K	+2.55%
Dec 31, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.14%	50.65K	1.32M	3.41K	+7.21%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.46%	539.17K	14.09M	226.73K	+72.57%
Dec 31, 2025	MCF ADVISORS LLC	0.2%	76.7K	2M	1.03K	+1.36%
Dec 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.21%	78.63K	2.06M	1.27K	+1.64%
Dec 31, 2025	STONEBROOK PRIVATE INC.	0.23%	89.06K	2.33M	2.25K	+2.59%
Dec 31, 2025	SIGNATURE WEALTH MANAGEMENT GROUP	0.28%	104.86K	2.74M	43	+0.04%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.33%	122.02K	3.19M	91.98K	+306.19%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.46%	171.09K	4.47M	-13.24K	-7.18%
Dec 31, 2025	ROYAL BANK OF CANADA	0.65%	246.63K	6.45M	6.28K	+2.61%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.56%	593.67K	15.52M	39.73K	+7.17%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.94%	736.84K	19.26M	53.53K	+7.83%
Dec 31, 2025	EVERGREEN PRIVATE WEALTH LLC	0.36%	133.37K	3.49M	7.61K	+6.05%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	104.86K	2.74M	104.86K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.27%	103.87K	2.72M	13.12K	+14.46%
Dec 31, 2025	MICHAEL S. RYAN, INC.	0.27%	98.44K	2.57M	-486	-0.49%
Dec 31, 2025	ENVISION FINANCIAL PLANNING, LLC	2.08%	788.79K	20.62M	696	+0.09%
Dec 31, 2025	US BANCORP \DE\	2.08%	766.84K	20.05M	20.07K	+2.69%
Dec 31, 2025	SUMMITRY LLC	2.78%	1.02M	26.73M	23.68K	+2.37%
Dec 31, 2025	SENECA HOUSE ADVISORS	0.26%	98.76K	2.58M	4.65K	+4.94%
Dec 31, 2025	ADIRONDACK TRUST CO	0.16%	59.75K	1.56M	7.99K	+15.43%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.16%	59.73K	1.56M	2.26K	+3.93%
Dec 31, 2025	ASSOCIATED BANC-CORP	0.15%	57.1K	1.49M	18.17K	+46.65%
Dec 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.14%	53.75K	1.4M	-1.03K	-1.89%
Dec 31, 2025	PROBITY ADVISORS, INC.	0.38%	140.02K	3.66M	-1.05K	-0.74%
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.38%	141.35K	3.69M	-8.93K	-5.94%
Dec 31, 2025	CWM, LLC	0.36%	137.76K	3.6M	5.98K	+4.54%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.44%	160.28K	4.19M	-41.96K	-20.75%
Dec 31, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.16%	58.23K	1.52M	3.51K	+6.42%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.18%	67.34K	1.76M	-27.69K	-29.14%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	67.55K	1.77M	2.69K	+4.14%
Dec 31, 2025	LYELL WEALTH MANAGEMENT, LP	0.46%	173.65K	4.54M	55.38K	+46.82%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	72.46K	1.89M	-46.86K	-39.27%
Dec 31, 2025	SIGMA INVESTMENT COUNSELORS INC	3.5%	1.29M	33.63M	119.41K	+10.23%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.36%	501.71K	13.11M	7.57K	+1.53%
Dec 31, 2025	UBS GROUP AG	1.32%	499.45K	13.06M	94.58K	+23.36%
Dec 31, 2025	ARROW FINANCIAL CORP	1.51%	555.9K	14.53M	4.54K	+0.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.72%	1.79M	46.75M	277.33K	+18.35%
Dec 31, 2025	MORGAN STANLEY	5.26%	1.99M	52.06M	479.16K	+31.68%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	5.12%	1.95M	51.03M	97.28K	+5.24%
Dec 31, 2025	FIRST INTERSTATE BANK	5.17%	1.9M	49.73M	10.63K	+0.56%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	7.96%	2.93M	76.59M	193.95K	+7.09%
Dec 31, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.12%	44.29K	1.16M	-4.11K	-8.49%
Dec 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.48%	175.25K	4.58M	3.72K	+2.17%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.54%	205.87K	5.38M	7.15K	+3.60%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.55%	202.11K	5.29M	1.82K	+0.91%
Sep 30, 2025	LYELL WEALTH MANAGEMENT, LP	0.36%	118.27K	3.1M	28.03K	+31.05%
Sep 30, 2025	ENVISION FINANCIAL PLANNING, LLC	2.37%	788.1K	20.67M	110.5K	+16.31%
Sep 30, 2025	JPMORGAN CHASE & CO	0.33%	109.7K	2.88M	-36.95K	-25.19%
Sep 30, 2025	STONEBROOK PRIVATE INC.	0.26%	86.81K	2.28M	1.07K	+1.25%
Sep 30, 2025	LIDO ADVISORS, LLC	0.67%	222.48K	5.84M	31.87K	+16.72%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.67%	553.94K	14.53M	377.99K	+214.83%
Sep 30, 2025	GUIDANCE POINT ADVISORS, LLC	0.75%	250.6K	6.57M	7.15K	+2.94%
Sep 30, 2025	HANCOCK WHITNEY CORP	0.6%	198.73K	5.21M	15.78K	+8.63%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.6%	197.87K	5.19M	9.46K	+5.02%
Sep 30, 2025	UBS GROUP AG	1.22%	404.87K	10.62M	33.79K	+9.11%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	5.58%	1.85M	48.65M	1.85M	+100.00%
Sep 30, 2025	ARROW FINANCIAL CORP	1.66%	551.35K	14.46M	-15K	-2.65%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	8.23%	2.74M	71.76M	204.68K	+8.09%
Sep 30, 2025	ROYAL BANK OF CANADA	0.72%	240.35K	6.3M	67.15K	+38.77%
Sep 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.52%	171.53K	4.5M	3K	+1.78%
Sep 30, 2025	MICHAEL S. RYAN, INC.	0.3%	98.93K	2.59M	822	+0.84%
Sep 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.23%	77.36K	2.03M	3.69K	+5.01%
Sep 30, 2025	FIRST INTERSTATE BANK	5.69%	1.89M	49.62M	24.88K	+1.33%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.45%	150.28K	3.94M	-4.97K	-3.20%
Sep 30, 2025	CITADEL ADVISORS LLC	0.41%	137.77K	3.61M	137.77K	+100.00%
Sep 30, 2025	CWM, LLC	0.4%	131.78K	3.46M	10.39K	+8.56%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.29%	95.03K	2.49M	82.53K	+660.19%
Sep 30, 2025	MCF ADVISORS LLC	0.23%	75.67K	1.98M	767	+1.02%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.49%	494.15K	12.96M	1.23K	+0.25%
Sep 30, 2025	PROBITY ADVISORS, INC.	0.42%	141.07K	3.7M	1.03K	+0.74%
Sep 30, 2025	SIGNATURE WEALTH MANAGEMENT GROUP	0.32%	104.82K	2.75M	16.48K	+18.65%
Sep 30, 2025	SUMMITRY LLC	3%	998.96K	26.2M	10.5K	+1.06%
Sep 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.16%	54.72K	1.43M	13.22K	+31.85%
Sep 30, 2025	ADIRONDACK TRUST CO	0.16%	51.77K	1.36M	9.74K	+23.17%
Sep 30, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.15%	48.4K	1.27M	8.49K	+21.28%
Sep 30, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.14%	47.24K	1.24M	4.32K	+10.05%
Sep 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.14%	47.22K	1.24M	500	+1.07%
Sep 30, 2025	LITTLE HOUSE CAPITAL LLC	0.13%	44.38K	1.16M	960	+2.21%
Sep 30, 2025	NOVAPOINT CAPITAL, LLC	0.12%	41K	1.08M	4.01K	+10.83%
Sep 30, 2025	KEELER THOMAS MANAGEMENT LLC	0.12%	39.77K	1.04M	2.29K	+6.10%
Sep 30, 2025	ASSOCIATED BANC-CORP	0.12%	38.94K	1.02M	4.17K	+11.98%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.11%	37.56K	985.17K	2.39K	+6.80%
Sep 30, 2025	FRISCH FINANCIAL GROUP, INC.	0.1%	32.93K	863.75K	-969	-2.86%
Sep 30, 2025	ADDISON ADVISORS LLC	0.09%	30.96K	812K	160	+0.52%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.75%	248.03K	6.51M	-1.03K	-0.41%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.61%	202.23K	5.3M	-1.01K	-0.50%
Sep 30, 2025	SENECA HOUSE ADVISORS	0.28%	94.11K	2.47M	-1.57K	-1.64%
Sep 30, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.26%	85.57K	2.24M	1.7K	+2.02%
Sep 30, 2025	INSTRUMENTAL WEALTH, LLC	1.16%	385.72K	10.13M	18.56K	+5.05%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.12%	373.61K	9.8M	-2.99K	-0.79%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1%	333.9K	8.76M	29.77K	+9.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.94%	312.45K	8.2M	191.86K	+159.11%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	263.9K	6.92M	20.51K	+8.43%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.6%	200.29K	5.21M	15.6K	+8.45%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.55%	184.33K	4.83M	8.19K	+4.65%
Sep 30, 2025	EVERGREEN PRIVATE WEALTH LLC	0.38%	125.76K	3.3M	-1.31K	-1.03%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.36%	119.32K	3.13M	-36.64K	-23.49%
Sep 30, 2025	MARINER, LLC	0.26%	85.25K	2.24M	5.46K	+6.84%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.2%	66.6K	1.75M	15.25K	+29.70%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	64.86K	1.7M	14.17K	+27.96%
Sep 30, 2025	LPL FINANCIAL LLC	0.27%	90.75K	2.38M	19.77K	+27.86%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.55%	1.51M	39.63M	123.05K	+8.87%
Sep 30, 2025	SIGMA INVESTMENT COUNSELORS INC	3.51%	1.17M	30.61M	149.98K	+14.74%
Sep 30, 2025	US BANCORP \DE\	2.25%	746.77K	19.59M	-34.57K	-4.42%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.06%	683.31K	17.92M	197.15K	+40.55%
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	1.44%	477.78K	12.53M	3.07K	+0.65%
Sep 30, 2025	MORGAN STANLEY	4.55%	1.51M	39.67M	552.74K	+57.59%
Sep 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.19%	64.57K	1.69M	946	+1.49%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.17%	57.47K	1.51M	11.57K	+25.20%
Sep 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.16%	54.78K	1.44M	6.9K	+14.41%
Jun 30, 2025	MB, LEVIS & ASSOCIATES, LLC	1.55%	474.71K	12.3M	8.06K	+1.73%
Jun 30, 2025	LPL FINANCIAL LLC	0.23%	70.97K	1.84M	4.52K	+6.80%
Jun 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.24%	73.68K	1.91M	-3.53K	-4.57%
Jun 30, 2025	MARINER, LLC	0.26%	79.8K	2.07M	2.48K	+3.20%
Jun 30, 2025	STONEBROOK PRIVATE INC.	0.28%	85.75K	2.22M	1.87K	+2.23%
Jun 30, 2025	SIGNATURE WEALTH MANAGEMENT GROUP	0.29%	88.34K	2.29M	1.87K	+2.16%
Jun 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.21%	63.63K	1.65M	2.96K	+4.88%
Jun 30, 2025	LYELL WEALTH MANAGEMENT, LP	0.29%	90.25K	2.34M	34.13K	+60.81%
Jun 30, 2025	SENECA HOUSE ADVISORS	0.31%	95.68K	2.48M	5.84K	+6.50%
Jun 30, 2025	MICHAEL S. RYAN, INC.	0.32%	98.11K	2.54M	5.8K	+6.29%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	120.58K	3.12M	20.47K	+20.44%
Jun 30, 2025	CWM, LLC	0.4%	121.39K	3.15M	1.25K	+1.04%
Jun 30, 2025	EVERGREEN PRIVATE WEALTH LLC	0.41%	127.07K	3.29M	8.25K	+6.94%
Jun 30, 2025	PROBITY ADVISORS, INC.	0.46%	140.04K	3.63M	12.47K	+9.78%
Jun 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.55%	168.54K	4.37M	3.93K	+2.39%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.57%	176.14K	4.56M	9.49K	+5.69%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.6%	182.94K	4.74M	182.94K	+100.00%
Jun 30, 2025	KRILOGY FINANCIAL LLC	0.6%	184.69K	4.78M	-9.95K	-5.11%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.61%	188.41K	4.88M	16.37K	+9.52%
Jun 30, 2025	LIDO ADVISORS, LLC	0.62%	190.61K	4.94M	13.07K	+7.36%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.66%	203.24K	5.26M	203.24K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.61%	492.92K	12.77M	-12.28K	-2.43%
Jun 30, 2025	ARROW FINANCIAL CORP	1.85%	566.35K	14.67M	-4.51K	-0.79%
Jun 30, 2025	ENVISION FINANCIAL PLANNING, LLC	2.21%	677.6K	17.55M	26.93K	+4.14%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	243.39K	6.3M	-2.33K	-0.95%
Jun 30, 2025	GUIDANCE POINT ADVISORS, LLC	0.79%	243.45K	6.31M	10K	+4.28%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.81%	249.06K	6.45M	23.49K	+10.42%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.18%	53.94K	1.4M	823	+1.55%
Jun 30, 2025	JPMORGAN CHASE & CO	0.48%	146.65K	3.8M	145.85K	+18,185.41%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.51%	155.25K	4.02M	-1.62K	-1.03%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	155.96K	4.04M	8.61K	+5.85%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.99%	304.14K	7.88M	21.99K	+7.79%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1%	307.31K	7.96M	-1.2K	-0.39%
Jun 30, 2025	INSTRUMENTAL WEALTH, LLC	1.2%	367.16K	9.37M	11.17K	+3.14%
Jun 30, 2025	UBS GROUP AG	1.21%	371.08K	9.61M	-11.65K	-3.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	376.6K	9.76M	-8.49K	-2.21%
Jun 30, 2025		1.55%	474.71K	12.3M	8.06K	+1.73%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.59%	486.17K	12.59M	-15.71K	-3.13%
Jun 30, 2025	US BANCORP \DE\	2.55%	781.34K	20.24M	97.51K	+14.26%
Jun 30, 2025	MV CAPITAL MANAGEMENT, INC.	2.59%	793.72K	20.56M	-8.23K	-1.03%
Jun 30, 2025	MORGAN STANLEY	3.13%	959.75K	24.86M	96.81K	+11.22%
Jun 30, 2025	SUMMITRY LLC	3.23%	988.46K	25.61M	32.77K	+3.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.53%	1.39M	35.96M	-39.38K	-2.76%
Jun 30, 2025	FIRST INTERSTATE BANK	6.09%	1.87M	48.36M	-42.14K	-2.21%
Jun 30, 2025	ROYAL BANK OF CANADA	0.57%	173.2K	4.49M	121.19K	+233.03%
Jun 30, 2025	MCF ADVISORS LLC	0.24%	74.9K	1.94M	2.75K	+3.82%
Jun 30, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.27%	83.87K	2.17M	780	+0.94%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	8.26%	2.53M	65.57M	261.69K	+11.53%
Jun 30, 2025	SIGMA INVESTMENT COUNSELORS INC	3.32%	1.02M	26.35M	150.42K	+17.35%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	175.95K	4.56M	165.82K	+1,637.74%
Jun 30, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	1.35%	412.57K	10.69M	11.72K	+2.92%
Mar 31, 2025	UBS GROUP AG	1.34%	382.73K	9.78M	38.23K	+11.10%
Mar 31, 2025	CITADEL ADVISORS LLC	0.25%	70.06K	1.79M	70.06K	+100.00%
Mar 31, 2025	MCF ADVISORS LLC	0.25%	72.15K	1.84M	4.44K	+6.56%
Mar 31, 2025	MICHAEL S. RYAN, INC.	0.32%	92.3K	2.36M	92.3K	+100.00%
Mar 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.27%	77.2K	1.97M	1.61K	+2.14%
Mar 31, 2025	MARINER, LLC	0.27%	77.32K	1.98M	3.39K	+4.58%
Mar 31, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.29%	83.09K	2.12M	925	+1.13%
Mar 31, 2025	CWM, LLC	0.42%	120.14K	3.07M	5.34K	+4.65%
Mar 31, 2025	MORGAN STANLEY	3.02%	862.94K	22.06M	104.52K	+13.78%
Mar 31, 2025	SIGMA INVESTMENT COUNSELORS INC	3.04%	866.77K	22.15M	536.11K	+162.13%
Mar 31, 2025	SUMMITRY LLC	3.35%	955.69K	24.43M	39.92K	+4.36%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5%	1.43M	36.48M	184.85K	+14.88%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.35%	100.12K	2.56M	7.7K	+8.33%
Mar 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.43%	122.81K	3.14M	2.2K	+1.83%
Mar 31, 2025	JAMES INVESTMENT RESEARCH INC	0.55%	156.87K	4.01M	-6.58K	-4.03%
Mar 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.58%	164.61K	4.21M	3.15K	+1.95%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.58%	166.65K	4.26M	8.47K	+5.36%
Mar 31, 2025	KRILOGY FINANCIAL LLC	0.68%	194.65K	4.98M	18.08K	+10.24%
Mar 31, 2025	SANDY SPRING BANK	0.69%	197.29K	5.04M	19.17K	+10.76%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.99%	282.15K	7.21M	41.11K	+17.06%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.08%	308.51K	7.89M	-2.67K	-0.86%
Mar 31, 2025	INSTRUMENTAL WEALTH, LLC	1.25%	355.99K	9.06M	2.3K	+0.65%
Mar 31, 2025		0.23%	65.55K	1.68M	1.87K	+2.93%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.76%	501.87K	12.83M	2.96K	+0.59%
Mar 31, 2025	ARROW FINANCIAL CORP	2%	570.87K	14.59M	-1.79K	-0.31%
Mar 31, 2025	ENVISION FINANCIAL PLANNING, LLC	2.28%	650.67K	16.63M	16.39K	+2.58%
Mar 31, 2025	FIRST INTERSTATE BANK	6.69%	1.91M	48.8M	-149.22K	-7.25%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	7.95%	2.27M	58.01M	194.73K	+9.39%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.35%	385.09K	9.84M	201.05K	+109.24%
Mar 31, 2025	US BANCORP \DE\	2.4%	683.82K	17.48M	96.35K	+16.40%
Mar 31, 2025	MV CAPITAL MANAGEMENT, INC.	2.81%	801.95K	20.5M	49.56K	+6.59%
Mar 31, 2025	LPL FINANCIAL LLC	0.23%	66.45K	1.7M	23.44K	+54.50%
Mar 31, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	1.4%	400.85K	10.25M	400.85K	+100.00%
Mar 31, 2025	STONEBROOK PRIVATE INC.	0.29%	83.87K	2.14M	5.57K	+7.11%
Mar 31, 2025	SIGNATURE WEALTH MANAGEMENT GROUP	0.3%	86.47K	2.21M	6.13K	+7.63%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.77%	505.19K	12.91M	20.56K	+4.24%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.79%	225.57K	5.77M	1.87K	+0.84%
Mar 31, 2025	GUIDANCE POINT ADVISORS, LLC	0.82%	233.46K	5.97M	3.08K	+1.34%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	245.71K	6.28M	52.55K	+27.20%
Mar 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.21%	60.66K	1.55M	60.66K	+100.00%
Mar 31, 2025	ESTATE COUNSELORS, LLC	0.22%	64.05K	1.64M	1.84K	+2.96%
Mar 31, 2025	SENECA HOUSE ADVISORS	0.31%	89.84K	2.3M	906	+1.02%
Mar 31, 2025	EVERGREEN PRIVATE WEALTH LLC	0.42%	118.82K	3.04M	1.87K	+1.59%
Mar 31, 2025	PROBITY ADVISORS, INC.	0.45%	127.56K	3.26M	7.27K	+6.04%
Mar 31, 2025	JANE STREET GROUP, LLC	0.48%	136.19K	3.48M	136.19K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	147.34K	3.77M	23.17K	+18.66%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.6%	172.03K	4.4M	-20.89K	-10.83%
Mar 31, 2025	SABAL TRUST CO	0.61%	174.66K	4.46M	18.26K	+11.68%
Mar 31, 2025	LIDO ADVISORS, LLC	0.62%	177.54K	4.54M	24.62K	+16.10%

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