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

Who are the major shareholders selling iShares iBonds Dec 2034 Term Corporate ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in IBDZ by -0.31% restricting it's holding to 368.53 thousand shares of worth nearly $9.60M. SUMMIT FINANCIAL, LLC also lessened -39.91% of the IBDZ shares from its portfolio, reducing its holding to 1.05 million shares of worth $27.48M. ENVESTNET ASSET MANAGEMENT INC also shunned IBDZ shares holding by -6.12% last quarter which brought its holding to 79.51 thousand shares worth $2.07M.

Investors who are buying IBDZ stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in IBDZ by 6.29% in the last quarter. The institutional holder raised its holding to 411.32 thousand shares having worth more than $10.71M. also added 1.17% more shares of IBDZ to its portfolio, raising its holding to 389.19 thousand shares of worth $10.14M. COMMONWEALTH EQUITY SERVICES, LLC also increased its IBDZ shares holding by 17.41% which brought its holding to 386.05 thousand shares worth $10.06M.

IBDZ's major insiders: who are they?

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

Did an insider recently sell IBDZ stock?

Company executives, directors, and other insiders own N/A percent of iShares iBonds Dec 2034 Term Corporate ETF's stock. Within the last six months, there have been 0 transaction(s) in which IBDZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IBDZ stock?

There have been 0 transaction(s) during the past 6-months in which iShares iBonds Dec 2034 Term Corporate ETF insiders have bought stock, totalling 0 shares

How much of IBDZ does insiders own?

Around 0 iShares iBonds Dec 2034 Term Corporate ETF shares are held by insiders, which represents about N/A of IBDZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IBDZ?

RAYMOND JAMES FINANCIAL INC is the largest institutional owner in IBDZ which holds 411.32 thousand shares worth $10.71M or 1.22% of the total IBDZ shares outstanding followed by with ownership of 389.19 thousand shares representing 1.15% of the IBDZ ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 386.05 thousand shares or 1.14% of the ownership worth more than $10.06M.

Is iShares iBonds Dec 2034 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 IBDZ is concerned, it is a stock which is not optionable.

Is there a short position on IBDZ's shares?

Number of IBDZ 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 IBDZ shares are there?

As of today, null shares of IBDZ are outstanding.

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

IBDZ 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 IBDZ is null.

iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) 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. RAYMOND JAMES FINANCIAL INC is the top corporate investor, holding 411.32K shares valued at $10.71M. A 1.22% stake in iShares iBonds Dec 2034 Term Corporate ETF is owned by the company. owns 389.19K shares valued at $10.14M, which translates its holding of 1.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.22%	411.32K	10.71M	24.33K	+6.29%
Jun 30, 2026		1.15%	389.19K	10.14M	4.49K	+1.17%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	386.05K	10.06M	57.24K	+17.41%
Jun 30, 2026	US BANCORP \DE\	1.13%	382.11K	9.95M	32.37K	+9.25%
Jun 30, 2026	UBS GROUP AG	1.09%	368.53K	9.6M	-1.14K	-0.31%
Jun 30, 2026	CITADEL ADVISORS LLC	0.82%	278.29K	7.25M	278.29K	+100.00%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	3.12%	1.05M	27.48M	-700.65K	-39.91%
Jun 30, 2026	SUMMITRY LLC	3.81%	1.29M	33.61M	24.1K	+1.90%
Jun 30, 2026	SIGMA INVESTMENT COUNSELORS INC	3.85%	1.3M	33.97M	222.11K	+20.53%
Jun 30, 2026	MORGAN STANLEY	4.48%	1.51M	39.46M	17.22K	+1.15%
Jun 30, 2026	SARVER VROOMAN WEALTH ADVISORS	4.97%	1.68M	43.58M	26.06K	+1.57%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	6.95%	2.35M	61.26M	976.62K	+71.03%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	8.01%	2.71M	70.62M	219.3K	+8.80%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.23%	79.51K	2.07M	-5.18K	-6.12%
Jun 30, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.23%	76.29K	1.99M	-4.09K	-5.09%
Jun 30, 2026	SEGMENT WEALTH MANAGEMENT, LLC	0.18%	61.8K	1.61M	10.39K	+20.21%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.17%	58.18K	1.52M	-5.06K	-8.00%
Jun 30, 2026	ASSOCIATED BANC-CORP	0.17%	57.7K	1.5M	6.66K	+13.05%
Jun 30, 2026	ROBLE, BELKO & COMPANY, INC	0.17%	57.7K	1.5M	57.7K	+100.00%
Jun 30, 2026	FULTON BREAKEFIELD BROENNIMAN LLC	0.13%	45.35K	1.18M	8.69K	+23.69%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.12%	39.43K	1.03M	18.84K	+91.56%
Jun 30, 2026	MCF ADVISORS LLC	0.11%	38.52K	1M	0	0
Jun 30, 2026	GILBERT & COOK, INC.	0.11%	37.68K	981.56K	0	0
Jun 30, 2026	LITTLE HOUSE CAPITAL LLC	0.1%	34.37K	895.28K	916	+2.74%
Jun 30, 2026	STOKES FAMILY OFFICE, LLC	0.09%	31.52K	820.97K	4.52K	+16.72%
Jun 30, 2026	LIDO ADVISORS, LLC	0.79%	266.37K	6.94M	5.51K	+2.11%
Jun 30, 2026	HANCOCK WHITNEY CORP	0.62%	211.35K	5.51M	20K	+10.45%
Jun 30, 2026	PROBITY ADVISORS, INC.	0.69%	232.18K	6.05M	39.83K	+20.70%
Jun 30, 2026	SENECA HOUSE ADVISORS	1.62%	547.03K	14.25M	50.26K	+10.12%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.65%	220.48K	5.74M	17.09K	+8.40%
Jun 30, 2026	LYELL WEALTH MANAGEMENT, LP	0.54%	181.34K	4.72M	52.5K	+40.75%
Jun 30, 2026	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.46%	155.68K	4.06M	-39.68K	-20.31%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.31%	103.67K	2.7M	-28.08K	-21.31%
Jun 30, 2026	MICHAEL S. RYAN, INC.	0.3%	100.16K	2.61M	-1.65K	-1.62%
Jun 30, 2026	MV CAPITAL MANAGEMENT, INC.	2.16%	732.34K	19.08M	1.47K	+0.20%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.45%	152.07K	3.96M	-25.71K	-14.46%
Jun 30, 2026	PARKWAY WEALTH MANAGEMENT GROUP, LLC	1.15%	389.19K	10.14M	4.49K	+1.17%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.86%	290.45K	7.57M	23.62K	+8.85%
Jun 30, 2026	KRILOGY FINANCIAL LLC	0.6%	201.93K	5.26M	-2.14K	-1.05%
Jun 30, 2026	STONEBROOK PRIVATE INC.	0.28%	93.52K	2.44M	1.47K	+1.60%
Jun 30, 2026	MB, LEVIS & ASSOCIATES, LLC	1.52%	515.55K	13.43M	4.9K	+0.96%
Jun 30, 2026	ARROW FINANCIAL CORP	1.51%	512.41K	13.35M	71.1K	+16.11%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.49%	504.01K	13.13M	118.59K	+30.77%
Jun 30, 2026	4THOUGHT FINANCIAL GROUP INC.	0.55%	184.94K	4.82M	10.85K	+6.23%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.64%	218.13K	5.68M	218.13K	+100.00%
Jun 30, 2026	PFG PRIVATE WEALTH MANAGEMENT, LLC	1.45%	491.37K	12.8M	-41.03K	-7.71%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.17%	396.62K	10.33M	53.56K	+15.61%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.38%	129.75K	3.38M	11.67K	+9.88%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	78.2K	2.04M	18.11K	+30.14%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.02%	1.36M	35.45M	147.21K	+12.13%
Jun 30, 2026	ROYAL BANK OF CANADA	2.2%	745.78K	19.43M	44.32K	+6.32%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.38%	126.99K	3.31M	126.99K	+100.00%
Jun 30, 2026	NESTEGG ADVISORS, INC.	1.16%	392.08K	10.21M	72.52K	+22.69%
Jun 30, 2026	GUIDANCE POINT ADVISORS, LLC	0.86%	292.68K	7.62M	11.27K	+4.00%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.36%	120.3K	3.13M	61	+0.05%
Jun 30, 2026	MEITAV INVESTMENT HOUSE LTD	0.35%	119.53K	3.11M	21.03K	+21.35%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	118.1K	3.04M	33.28K	+39.24%
Jun 30, 2026	LPL FINANCIAL LLC	0.25%	84.66K	2.21M	19.39K	+29.72%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.96%	662.02K	17.25M	36.84K	+5.89%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.47%	496.66K	12.94M	-7.52K	-1.49%
Mar 31, 2026	SEGMENT WEALTH MANAGEMENT, LLC	0.16%	51.41K	1.34M	30.58K	+146.75%
Mar 31, 2026	PROBITY ADVISORS, INC.	0.57%	192.36K	5.01M	48.99K	+34.17%
Mar 31, 2026	HANCOCK WHITNEY CORP	0.56%	191.35K	4.99M	27.66K	+16.90%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.52%	177.77K	4.63M	8.55K	+5.06%
Mar 31, 2026	4THOUGHT FINANCIAL GROUP INC.	0.51%	174.09K	4.54M	168	+0.10%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.39%	131.75K	3.43M	-4.46K	-3.27%
Mar 31, 2026	LYELL WEALTH MANAGEMENT, LP	0.38%	128.84K	3.36M	46.23K	+55.96%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.35%	120.24K	3.13M	1.64K	+1.39%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.35%	118.08K	3.08M	24.84K	+26.65%
Mar 31, 2026	JPMORGAN CHASE & CO	0.34%	116.57K	3.02M	90.23K	+342.64%
Mar 31, 2026	MICHAEL S. RYAN, INC.	0.3%	101.81K	2.65M	4.24K	+4.34%
Mar 31, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.24%	80.37K	2.09M	-1.62K	-1.98%
Mar 31, 2026	LPL FINANCIAL LLC	0.19%	65.26K	1.7M	14.62K	+28.88%
Mar 31, 2026	LIDO ADVISORS, LLC	0.77%	260.86K	6.8M	49.93K	+23.67%
Mar 31, 2026	KRILOGY FINANCIAL LLC	0.6%	204.07K	5.34M	4.67K	+2.34%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.6%	203.39K	5.3M	3.49K	+1.75%
Mar 31, 2026	CWM, LLC	0.39%	130.97K	3.41M	63.78K	+94.91%
Mar 31, 2026	SIGNATURE WEALTH MANAGEMENT GROUP	0.19%	63.24K	1.65M	63.24K	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.19%	63.24K	1.65M	63.24K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.25%	84.68K	2.21M	16.51K	+24.22%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	84.81K	2.21M	64.87K	+325.24%
Mar 31, 2026	STONEBROOK PRIVATE INC.	0.27%	92.05K	2.4M	4.85K	+5.56%
Mar 31, 2026	MEITAV INVESTMENT HOUSE LTD	0.29%	98.51K	2.57M	-598	-0.60%
Mar 31, 2026	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.58%	195.36K	5.09M	-21.45K	-9.90%
Mar 31, 2026	STOKES FAMILY OFFICE, LLC	0.09%	27K	703.62K	0	0
Mar 31, 2026	LITTLE HOUSE CAPITAL LLC	0.11%	33.45K	871.77K	-5.89K	-14.98%
Mar 31, 2026	FULTON BREAKEFIELD BROENNIMAN LLC	0.12%	36.66K	955.46K	9.91K	+37.05%
Mar 31, 2026	GILBERT & COOK, INC.	0.12%	37.68K	981.94K	1.4K	+3.86%
Mar 31, 2026	MCF ADVISORS LLC	0.12%	38.52K	1M	0	0
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	41.46K	1.08M	0	0
Mar 31, 2026	ASSOCIATED BANC-CORP	0.16%	51.04K	1.33M	13.07K	+34.42%
Mar 31, 2026	SUMMITRY LLC	3.73%	1.27M	32.99M	3.46K	+0.27%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	7.34%	2.49M	64.93M	243.02K	+10.81%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.57%	1.21M	31.63M	149.63K	+14.06%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.79%	266.83K	6.95M	46.07K	+20.87%
Mar 31, 2026	GUIDANCE POINT ADVISORS, LLC	0.83%	281.41K	7.33M	23.57K	+9.14%
Mar 31, 2026	NESTEGG ADVISORS, INC.	0.94%	319.56K	8.33M	133.96K	+72.18%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.97%	328.81K	8.57M	143.15K	+77.10%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.01%	343.06K	8.94M	124K	+56.60%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.14%	386.99K	10.08M	158K	+69.00%
Mar 31, 2026	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.2%	408.74K	10.65M	-46.96K	-10.31%
Mar 31, 2026	ARROW FINANCIAL CORP	1.3%	441.31K	11.5M	40.43K	+10.09%
Mar 31, 2026	SENECA HOUSE ADVISORS	1.46%	496.77K	12.95M	211.5K	+74.14%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.59%	504.18K	13.14M	471.47K	+1,441.41%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.84%	625.18K	16.29M	429.9K	+220.15%
Mar 31, 2026	US BANCORP \DE\	1.03%	349.74K	9.11M	39.44K	+12.71%
Mar 31, 2026	UBS GROUP AG	1.09%	369.67K	9.63M	10.48K	+2.92%
Mar 31, 2026		1.13%	384.7K	10.07M	39.25K	+11.36%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.14%	385.42K	10.04M	49.22K	+14.64%
Mar 31, 2026	MB, LEVIS & ASSOCIATES, LLC	1.5%	510.65K	13.31M	6.46K	+1.28%
Mar 31, 2026	PFG PRIVATE WEALTH MANAGEMENT, LLC	1.57%	532.39K	13.87M	45.96K	+9.45%
Mar 31, 2026	ROYAL BANK OF CANADA	2.07%	701.47K	18.28M	30.8K	+4.59%
Mar 31, 2026	MV CAPITAL MANAGEMENT, INC.	2.15%	730.87K	19.05M	173.5K	+31.13%
Mar 31, 2026	SIGMA INVESTMENT COUNSELORS INC	3.19%	1.08M	28.2M	428.1K	+65.47%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	4.05%	1.38M	35.83M	1.38M	+100.00%
Mar 31, 2026	MORGAN STANLEY	4.41%	1.5M	39.03M	210.89K	+16.39%
Mar 31, 2026	SARVER VROOMAN WEALTH ADVISORS	4.87%	1.65M	43.13M	1.63M	+7,753.53%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	5.17%	1.76M	45.74M	97.91K	+5.91%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	60.08K	1.57M	60.08K	+100.00%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.67%	169.22K	4.46M	-12.99K	-7.13%
Dec 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.69%	173.92K	4.59M	3.18K	+1.86%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	68.18K	1.8M	-41.74K	-37.97%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.35%	93.24K	2.46M	31.37K	+50.70%
Dec 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.38%	99.1K	2.61M	392	+0.40%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.46%	118.59K	3.13M	926	+0.79%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.16%	41.46K	1.09M	-18.18K	-30.48%
Dec 31, 2025	MCF ADVISORS LLC	0.15%	38.52K	1.02M	5.67K	+17.24%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.54%	136.2K	3.59M	-31.58K	-18.82%
Dec 31, 2025	PROBITY ADVISORS, INC.	0.57%	143.37K	3.78M	1.33K	+0.94%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	185.66K	4.9M	20.25K	+12.24%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.73%	195.28K	5.15M	145.42K	+291.67%
Dec 31, 2025	NESTEGG ADVISORS, INC.	0.73%	185.6K	4.89M	185.6K	+100.00%
Dec 31, 2025		1.34%	345.45K	9.11M	345.45K	+100.00%
Dec 31, 2025	ARROW FINANCIAL CORP	1.57%	400.88K	10.57M	113.25K	+39.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.96%	1.06M	28.06M	293.84K	+38.16%
Dec 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.08%	20.84K	549.42K	0	0
Dec 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.22%	55.32K	1.46M	450	+0.82%
Dec 31, 2025	MICHAEL S. RYAN, INC.	0.39%	97.57K	2.57M	5.51K	+5.99%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.74%	199.9K	5.27M	22.19K	+12.49%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.79%	199.4K	5.27M	3.38K	+1.72%
Dec 31, 2025	LIDO ADVISORS, LLC	0.82%	210.93K	5.56M	6.16K	+3.01%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.82%	220.76K	5.82M	55.49K	+33.57%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.85%	219.06K	5.78M	219.06K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	228.99K	6.04M	86.23K	+60.40%
Dec 31, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	1.92%	486.44K	12.83M	486.44K	+100.00%
Dec 31, 2025	MB, LEVIS & ASSOCIATES, LLC	1.99%	504.19K	13.3M	6.09K	+1.22%
Dec 31, 2025	SIGMA INVESTMENT COUNSELORS INC	2.58%	653.89K	17.24M	632.68K	+2,982.92%
Dec 31, 2025	SUMMITRY LLC	4.93%	1.26M	33.29M	28.24K	+2.29%
Dec 31, 2025	MORGAN STANLEY	4.78%	1.29M	33.93M	402.3K	+45.48%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	6.43%	1.66M	43.71M	1.14M	+217.39%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	8.89%	2.25M	59.3M	252.77K	+12.66%
Dec 31, 2025	LYELL WEALTH MANAGEMENT, LP	0.32%	82.61K	2.18M	64.89K	+366.06%
Dec 31, 2025	SENECA HOUSE ADVISORS	1.06%	285.27K	7.52M	249.13K	+689.30%
Dec 31, 2025	ASSOCIATED BANC-CORP	0.15%	37.97K	1M	19.22K	+102.44%
Dec 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.77%	455.7K	12.02M	455.7K	+100.00%
Dec 31, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.86%	216.81K	5.72M	-1.1K	-0.51%
Dec 31, 2025	GUIDANCE POINT ADVISORS, LLC	1%	257.84K	6.8M	19.36K	+8.12%
Dec 31, 2025	US BANCORP \DE\	1.23%	310.3K	8.18M	64.22K	+26.10%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.31%	336.21K	8.87M	79.49K	+30.96%
Dec 31, 2025	GILBERT & COOK, INC.	0.14%	36.28K	956.7K	36.28K	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.14%	36.66K	967K	-5.23K	-12.49%
Dec 31, 2025	UBS GROUP AG	1.34%	359.19K	9.47M	35.06K	+10.82%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.61%	163.69K	4.32M	9.1K	+5.88%
Dec 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.32%	82K	2.16M	-4	0.00%
Dec 31, 2025	STONEBROOK PRIVATE INC.	0.34%	87.2K	2.3M	2.82K	+3.34%
Dec 31, 2025	LITTLE HOUSE CAPITAL LLC	0.15%	39.35K	1.04M	-2.47K	-5.90%
Dec 31, 2025	JANE STREET GROUP, LLC	0.17%	44.07K	1.16M	4.21K	+10.57%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.2%	50.25K	1.33M	50.25K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.2%	50.64K	1.34M	16.22K	+47.14%
Dec 31, 2025	KEELER THOMAS MANAGEMENT LLC	0.21%	52.95K	1.4M	1.83K	+3.59%
Dec 31, 2025	CWM, LLC	0.25%	67.19K	1.77M	64.63K	+2,518.63%
Dec 31, 2025	MV CAPITAL MANAGEMENT, INC.	2.2%	557.37K	14.7M	17.28K	+3.20%
Dec 31, 2025	ROYAL BANK OF CANADA	2.49%	670.67K	17.69M	9.47K	+1.43%
Dec 31, 2025	MONTECITO BANK & TRUST	0.1%	24.66K	650.34K	1.42K	+6.10%
Dec 31, 2025	JPMORGAN CHASE & CO	0.1%	26.34K	694.45K	-54.41K	-67.38%
Dec 31, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.11%	26.75K	705.48K	2.81K	+11.73%
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	39.86K	1.06M	-1.2K	-2.92%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.35%	59.64K	1.58M	-6.29K	-9.54%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.52%	256.72K	6.8M	182.55K	+246.10%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.98%	165.28K	4.37M	21.83K	+15.22%
Sep 30, 2025	STONEBROOK PRIVATE INC.	0.5%	84.38K	2.23M	935	+1.12%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.57%	770.11K	20.38M	77.65K	+11.21%
Sep 30, 2025	UBS GROUP AG	1.92%	324.13K	8.58M	23.04K	+7.65%
Sep 30, 2025	4THOUGHT FINANCIAL GROUP INC.	1.01%	170.74K	4.52M	5.31K	+3.21%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	1%	167.78K	4.44M	-3.05K	-1.78%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.7%	117.67K	3.11M	20.78K	+21.45%
Sep 30, 2025	STOKES FAMILY OFFICE, LLC	0.16%	27K	714.69K	0	0
Sep 30, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.14%	23.95K	633.82K	7.79K	+48.24%
Sep 30, 2025	ASSOCIATED BANC-CORP	0.11%	18.76K	496.52K	8.31K	+79.59%
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	2.96%	498.09K	13.18M	1.54K	+0.31%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.98%	165.42K	4.38M	20.27K	+13.96%
Sep 30, 2025	MONTECITO BANK & TRUST	0.14%	23.24K	615.27K	23.24K	+100.00%
Sep 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.13%	21.21K	561.43K	2.37K	+12.56%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	15.8K	417.81K	15.8K	+100.00%
Sep 30, 2025	GREATER MIDWEST FINANCIAL GROUP, LLC	0.09%	15.55K	411.61K	251	+1.64%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.09%	15.45K	408.83K	0	0
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.09%	15.13K	400.49K	15.13K	+100.00%
Sep 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.09%	14.6K	386.46K	0	0
Sep 30, 2025	GLENVIEW TRUST CO	0.07%	12.61K	333.76K	500	+4.13%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.07%	11.41K	301.97K	2.91K	+34.28%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	11.07K	293K	0	0
Sep 30, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.06%	10.17K	269.32K	75	+0.74%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	9.91K	262.3K	6.59K	+198.05%
Sep 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.05%	9.09K	240.53K	9.09K	+100.00%
Sep 30, 2025	ARROW FINANCIAL CORP	1.71%	287.63K	7.61M	47.48K	+19.77%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	11.85%	2M	52.83M	271.46K	+15.74%
Sep 30, 2025	SUMMITRY LLC	7.33%	1.23M	32.67M	13.65K	+1.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	142.76K	3.78M	12.12K	+9.28%
Sep 30, 2025	MICHAEL S. RYAN, INC.	0.55%	92.06K	2.44M	92.06K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.48%	80.74K	2.14M	80.74K	+100.00%
Sep 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.12%	20.84K	551.5K	2.75K	+15.21%
Sep 30, 2025	SARVER VROOMAN WEALTH ADVISORS	0.12%	20.61K	545.52K	10.94K	+113.21%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.37%	61.87K	1.64M	17.05K	+38.05%
Sep 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.49%	82K	2.17M	2.86K	+3.62%
Sep 30, 2025	US BANCORP \DE\	1.46%	246.08K	6.51M	59.69K	+32.03%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	109.91K	2.91M	-36.07K	-24.71%
Sep 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.59%	98.71K	2.61M	-1.46K	-1.46%
Sep 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.33%	54.87K	1.45M	1.47K	+2.76%
Sep 30, 2025	KEELER THOMAS MANAGEMENT LLC	0.3%	51.11K	1.35M	1.24K	+2.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.3%	49.86K	1.32M	49.81K	+95,778.85%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.25%	41.9K	1.11M	41.9K	+100.00%
Sep 30, 2025	MCF ADVISORS LLC	0.2%	32.86K	869.73K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.18%	29.93K	792.14K	20.06K	+203.29%
Sep 30, 2025	RELIANT WEALTH PLANNING	0.11%	19.05K	504.25K	-7.55K	-28.39%
Sep 30, 2025	GUIDANCE POINT ADVISORS, LLC	1.42%	238.48K	6.31M	25.59K	+12.02%
Sep 30, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	1.29%	217.92K	5.77M	-8.59K	-3.79%
Sep 30, 2025	KRILOGY FINANCIAL LLC	1.16%	196.02K	5.15M	16.04K	+8.91%
Sep 30, 2025	BENJAMIN EDWARDS INC	1.08%	182.21K	4.82M	8.04K	+4.62%
Sep 30, 2025	PARALLEL ADVISORS, LLC	1.06%	177.7K	4.7M	16.39K	+10.16%
Sep 30, 2025	HANCOCK WHITNEY CORP	0.92%	154.59K	4.09M	25.19K	+19.46%
Sep 30, 2025	PROBITY ADVISORS, INC.	0.84%	142.04K	3.76M	803	+0.57%
Sep 30, 2025	LITTLE HOUSE CAPITAL LLC	0.25%	41.81K	1.11M	1.47K	+3.64%
Sep 30, 2025	CITADEL ADVISORS LLC	0.24%	40.33K	1.07M	40.33K	+100.00%
Sep 30, 2025	MORGAN STANLEY	5.25%	884.47K	23.41M	715.23K	+422.61%
Sep 30, 2025	ROYAL BANK OF CANADA	3.93%	661.19K	17.5M	49.5K	+8.09%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	3.1%	522.21K	13.82M	522.21K	+100.00%
Sep 30, 2025	LIDO ADVISORS, LLC	1.22%	204.77K	5.42M	31.1K	+17.91%
Sep 30, 2025	LYELL WEALTH MANAGEMENT, LP	0.11%	17.73K	469.18K	17.73K	+100.00%
Sep 30, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.1%	16.89K	446.94K	191	+1.14%
Sep 30, 2025	GRADIENT CAPITAL ADVISORS, LLC	0.1%	16.85K	445.94K	1.69K	+11.14%
Sep 30, 2025	SENECA HOUSE ADVISORS	0.21%	36.14K	956.68K	1.85K	+5.40%
Sep 30, 2025	LPL FINANCIAL LLC	0.2%	34.42K	910.97K	2.67K	+8.42%
Jun 30, 2025	STONEBROOK PRIVATE INC.	0.56%	83.45K	2.18M	1.89K	+2.32%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.87%	129.41K	3.38M	129.41K	+100.00%
Jun 30, 2025	GRADIENT CAPITAL ADVISORS, LLC	0.1%	15.16K	396.11K	3.69K	+32.19%
Jun 30, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.11%	16.69K	436.22K	-1.36K	-7.53%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.12%	17.59K	457.44K	-1.26K	-6.67%
Jun 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.13%	18.84K	492.39K	18.84K	+100.00%
Jun 30, 2025	LITTLE HOUSE CAPITAL LLC	0.27%	40.34K	1.05M	37	+0.09%
Jun 30, 2025	JANE STREET GROUP, LLC	0.28%	41.06K	1.07M	41.06K	+100.00%
Jun 30, 2025	KEELER THOMAS MANAGEMENT LLC	0.34%	49.88K	1.3M	15.66K	+45.76%
Jun 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.36%	53.4K	1.4M	54	+0.10%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.5%	74.18K	1.94M	21.79K	+41.58%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.88%	130.64K	3.41M	12.69K	+10.76%
Jun 30, 2025	PROBITY ADVISORS, INC.	0.95%	141.24K	3.69M	12.09K	+9.36%
Jun 30, 2025	4THOUGHT FINANCIAL GROUP INC.	1.12%	165.43K	4.32M	3.02K	+1.86%
Jun 30, 2025	MORGAN STANLEY	1.14%	169.24K	4.42M	39.33K	+30.28%
Jun 30, 2025	US BANCORP \DE\	1.26%	186.38K	4.87M	27.89K	+17.60%
Jun 30, 2025	GUIDANCE POINT ADVISORS, LLC	1.44%	212.89K	5.56M	15.83K	+8.03%
Jun 30, 2025	MV CAPITAL MANAGEMENT, INC.	3.83%	566.74K	14.81M	-26.93K	-4.54%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.1%	15.45K	403.58K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	15.46K	403.89K	490	+3.27%
Jun 30, 2025	RELIANT WEALTH PLANNING	0.18%	26.6K	695.14K	26.6K	+100.00%
Jun 30, 2025	STOKES FAMILY OFFICE, LLC	0.18%	27K	705.51K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.21%	31.74K	829.45K	7.23K	+29.52%
Jun 30, 2025	MCF ADVISORS LLC	0.22%	32.86K	858.55K	32.86K	+100.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.65%	96.89K	2.53M	96.89K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.97%	143.45K	3.75M	11.76K	+8.93%
Jun 30, 2025	ROYAL BANK OF CANADA	4.13%	611.69K	15.98M	10.7K	+1.78%
Jun 30, 2025	ASSOCIATED BANC-CORP	0.07%	10.45K	272.93K	2.37K	+29.35%
Jun 30, 2025	GLENVIEW TRUST CO	0.08%	12.11K	316.41K	0	0
Jun 30, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.11%	16.15K	422.08K	16.15K	+100.00%
Jun 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.12%	18.09K	472.56K	1.86K	+11.46%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.99%	145.99K	3.81M	47.09K	+47.62%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.07%	10.79K	282K	10.79K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	11.07K	289.23K	0	0
Jun 30, 2025	STONEX GROUP INC.	0.09%	12.89K	336.69K	161	+1.27%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.09%	13.48K	352.19K	2.92K	+27.71%
Jun 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.1%	14.6K	381.5K	14.6K	+100.00%
Jun 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.68%	100.18K	2.61M	-4.09K	-3.93%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.45%	65.93K	1.72M	888	+1.37%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.1%	15.03K	390.25K	2.1K	+16.26%
Jun 30, 2025	PARALLEL ADVISORS, LLC	1.09%	161.32K	4.22M	21.04K	+14.99%
Jun 30, 2025	LIDO ADVISORS, LLC	1.17%	173.66K	4.54M	14.72K	+9.26%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.3%	44.82K	1.17M	44.82K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.98%	145.15K	3.79M	48.38K	+50.00%
Jun 30, 2025	KRILOGY FINANCIAL LLC	1.22%	179.98K	4.7M	-25.39K	-12.36%
Jun 30, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	1.53%	226.5K	5.92M	-6.42K	-2.76%
Jun 30, 2025	ARROW FINANCIAL CORP	1.62%	240.16K	6.28M	91.76K	+61.83%
Jun 30, 2025	UBS GROUP AG	2.03%	301.08K	7.87M	-84.8K	-21.98%
Jun 30, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	2.93%	433.33K	11.32M	13.16K	+3.13%
Jun 30, 2025		0.1%	15.3K	399.76K	-224	-1.44%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.68%	692.46K	18.09M	1.27K	+0.18%
Jun 30, 2025	SUMMITRY LLC	8.25%	1.22M	31.9M	42.87K	+3.64%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	11.65%	1.72M	45.06M	1.18M	+218.24%
Jun 30, 2025	GREATER MIDWEST FINANCIAL GROUP, LLC	0.1%	15.3K	399.76K	-224	-1.44%
Jun 30, 2025	BENJAMIN EDWARDS INC	1.18%	174.17K	4.55M	-9.62K	-5.24%
Jun 30, 2025	MB, LEVIS & ASSOCIATES, LLC	3.35%	496.55K	12.97M	8.15K	+1.67%
Jun 30, 2025	SENECA HOUSE ADVISORS	0.23%	34.29K	896.02K	-2.58K	-6.99%
Jun 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.53%	79.14K	2.07M	-3.17K	-3.85%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	1.15%	170.82K	4.46M	170.82K	+100.00%
Mar 31, 2025	MV CAPITAL MANAGEMENT, INC.	4.67%	593.66K	15.31M	-252.83K	-29.87%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.47%	60.16K	1.55M	60.16K	+100.00%
Mar 31, 2025	GRADIENT CAPITAL ADVISORS, LLC	0.09%	11.47K	295.71K	1.55K	+15.57%
Mar 31, 2025	GLENVIEW TRUST CO	0.1%	12.11K	312.24K	12.11K	+100.00%
Mar 31, 2025	KEELER THOMAS MANAGEMENT LLC	0.27%	34.22K	882.31K	34.22K	+100.00%
Mar 31, 2025	LITTLE HOUSE CAPITAL LLC	0.32%	40.31K	1.04M	40.31K	+100.00%
Mar 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.42%	53.35K	1.38M	53.35K	+100.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	1.1%	140.28K	3.62M	21.91K	+18.51%
Mar 31, 2025	ROYAL BANK OF CANADA	4.73%	600.99K	15.5M	27.55K	+4.80%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.51%	65.04K	1.68M	1.97K	+3.12%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.59%	74.9K	1.93M	56.95K	+317.30%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.44%	691.19K	17.82M	82.47K	+13.55%
Mar 31, 2025	SUMMITRY LLC	9.26%	1.18M	30.37M	57.1K	+5.10%
Mar 31, 2025	STONEBROOK PRIVATE INC.	0.64%	81.56K	2.1M	4.35K	+5.63%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	14.97K	385.93K	0	0
Mar 31, 2025	ARROW FINANCIAL CORP	1.17%	148.4K	3.83M	90.98K	+158.44%
Mar 31, 2025	US BANCORP \DE\	1.25%	158.49K	4.09M	36.71K	+30.15%
Mar 31, 2025	LIDO ADVISORS, LLC	1.25%	158.94K	4.1M	23.7K	+17.53%
Mar 31, 2025	4THOUGHT FINANCIAL GROUP INC.	1.28%	162.41K	4.19M	1.16K	+0.72%
Mar 31, 2025	SANDY SPRING BANK	1.34%	170.32K	4.39M	28.92K	+20.45%
Mar 31, 2025	BENJAMIN EDWARDS INC	1.45%	183.79K	4.74M	31.32K	+20.54%
Mar 31, 2025	GUIDANCE POINT ADVISORS, LLC	1.55%	197.06K	5.08M	10.31K	+5.52%
Mar 31, 2025	STONEX GROUP INC.	0.1%	12.72K	328.09K	12.72K	+100.00%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.1%	12.93K	331.01K	3.11K	+31.67%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.12%	15.45K	398.26K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.19%	24.51K	631.97K	15.17K	+162.44%
Mar 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.65%	82.31K	2.12M	6.68K	+8.83%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	96.77K	2.5M	47.07K	+94.72%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.21%	26.73K	689K	26.73K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.78%	98.9K	2.55M	10.91K	+12.40%
Mar 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.82%	104.27K	2.68M	51.84K	+98.86%
Mar 31, 2025	SABAL TRUST CO	0.84%	107.28K	2.77M	20.8K	+24.05%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	117.95K	3.04M	55.72K	+89.55%
Mar 31, 2025	PROBITY ADVISORS, INC.	1.02%	129.15K	3.33M	8.31K	+6.88%
Mar 31, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	1.83%	232.92K	6.01M	3.21K	+1.40%
Mar 31, 2025	UBS GROUP AG	3.03%	385.89K	9.95M	151.92K	+64.93%
Mar 31, 2025		0.12%	15.52K	400.27K	15.52K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.41%	52.39K	1.35M	14.04K	+36.60%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.04%	131.69K	3.4M	32.33K	+32.54%
Mar 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.13%	16.23K	418.37K	3.05K	+23.15%
Mar 31, 2025	MORGAN STANLEY	1.02%	129.91K	3.35M	129.91K	+100.00%
Mar 31, 2025	MONTECITO BANK & TRUST	0.14%	17.72K	456.81K	1.32K	+8.04%
Mar 31, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.14%	18.05K	465.52K	1.73K	+10.57%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.15%	18.85K	486.08K	18.85K	+100.00%
Mar 31, 2025	STOKES FAMILY OFFICE, LLC	0.21%	27K	696.21K	12K	+80.00%
Mar 31, 2025	KRILOGY FINANCIAL LLC	1.61%	205.37K	5.3M	27.03K	+15.15%
Mar 31, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	3.3%	420.17K	10.83M	420.17K	+100.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	4.26%	541.89K	13.97M	321.43K	+145.80%
Mar 31, 2025	SENECA HOUSE ADVISORS	0.29%	36.87K	950.71K	2.89K	+8.51%

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