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

Who are the major shareholders selling iShares International Treasury Bond ETF stock?

HAVEN PRIVATE, LLC, in the last quarter, reduced its stake in IGOV by -12.35% restricting it's holding to 24.13 thousand shares of worth nearly $989.93K. RFG ADVISORY, LLC also lessened -10% of the IGOV shares from its portfolio, reducing its holding to 25.02 thousand shares of worth $1.03M. COMMONWEALTH EQUITY SERVICES, LLC also shunned IGOV shares holding by -40.5% last quarter which brought its holding to 27.38 thousand shares worth $1.12M.

Investors who are buying IGOV stock?

As per its latest 13F filing, VERITY WEALTH ADVISORS increased its stake in IGOV by 38.69% in the last quarter. The institutional holder raised its holding to 25.25 thousand shares having worth more than $1.04M. TD PRIVATE CLIENT WEALTH LLC also added 111.71% more shares of IGOV to its portfolio, raising its holding to 26.8 thousand shares of worth $1.10M. BCU WEALTH ADVISORS, LLC also increased its IGOV shares holding by 100% which brought its holding to 27.13 thousand shares worth $1.11M.

IGOV's major insiders: who are they?

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

Did an insider recently sell IGOV stock?

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

Which insider recently purchased IGOV stock?

There have been 0 transaction(s) during the past 6-months in which iShares International Treasury Bond ETF insiders have bought stock, totalling 0 shares

How much of IGOV does insiders own?

Around 0 iShares International Treasury Bond ETF shares are held by insiders, which represents about N/A of IGOV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IGOV?

COMPAGNIE LOMBARD ODIER SCMA is the largest institutional owner in IGOV which holds 23.18 thousand shares worth $951.20K or 0.08% of the total IGOV shares outstanding followed by HAVEN PRIVATE, LLC with ownership of 24.13 thousand shares representing 0.09% of the IGOV ownership. RFG ADVISORY, LLC is the third largest stakeholder with 25.02 thousand shares or 0.09% of the ownership worth more than $1.03M.

Is iShares International Treasury Bond 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 IGOV is concerned, it is a stock which is optionable.

Is there a short position on IGOV's shares?

Number of IGOV 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 IGOV shares are there?

As of today, null shares of IGOV are outstanding.

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

IGOV 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 IGOV is null.

iShares International Treasury Bond ETF (IGOV) 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. COMPAGNIE LOMBARD ODIER SCMA is the top corporate investor, holding 23.18K shares valued at $951.20K. A 0.08% stake in iShares International Treasury Bond ETF is owned by the company. HAVEN PRIVATE, LLC owns 24.13K shares valued at $989.93K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COMPAGNIE LOMBARD ODIER SCMA	0.08%	23.18K	951.2K	0	0
Jun 30, 2026	HAVEN PRIVATE, LLC	0.09%	24.13K	989.93K	-3.4K	-12.35%
Jun 30, 2026	RFG ADVISORY, LLC	0.09%	25.02K	1.03M	-2.78K	-10.00%
Jun 30, 2026	VERITY WEALTH ADVISORS	0.09%	25.25K	1.04M	7.04K	+38.69%
Jun 30, 2026	TD PRIVATE CLIENT WEALTH LLC	0.1%	26.8K	1.1M	14.14K	+111.71%
Jun 30, 2026	BCU WEALTH ADVISORS, LLC	0.1%	27.13K	1.11M	27.13K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	27.38K	1.12M	-18.64K	-40.50%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	29.96K	1.22M	-1.89K	-5.93%
Jun 30, 2026	UPPER LEFT WEALTH MANAGEMENT, LLC	0.12%	32.73K	1.34M	14.01K	+74.79%
Jun 30, 2026	CITIGROUP INC	0.12%	33.6K	1.38M	-5.84K	-14.82%
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.2%	54.78K	2.25M	11.1K	+25.40%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.22%	62.33K	2.56M	1.72K	+2.84%
Jun 30, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.23%	63.65K	2.61M	63.65K	+100.00%
Jun 30, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.23%	65.23K	2.68M	6.41K	+10.90%
Jun 30, 2026	OLD NATIONAL BANCORP /IN/	0.25%	70.57K	2.9M	-5.91K	-7.73%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.59%	163.45K	6.71M	48.69K	+42.42%
Jun 30, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.59%	164.41K	6.75M	-154.97K	-48.52%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.63%	176.24K	7.23M	14.57K	+9.01%
Jun 30, 2026	LPL FINANCIAL LLC	0.63%	177.19K	7.27M	-205.58K	-53.71%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.76%	212.41K	8.72M	198.72K	+1,451.46%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.05%	293.98K	12.06M	17.65K	+6.39%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.2%	334.83K	13.74M	-168.99K	-33.54%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.23%	342.39K	14.05M	34.16K	+11.08%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	1.36%	380.84K	15.63M	378.28K	+14,776.48%
Jun 30, 2026	ITAU UNIBANCO HOLDING S.A.	27.44%	7.66M	314.21M	4.93M	+180.97%
Jun 30, 2026	ADVUS FINANCIAL PARTNERS, LLC	0.18%	49.15K	2.02M	-7K	-12.47%
Jun 30, 2026	DMC GROUP, LLC	0.33%	91.86K	3.77M	6.39K	+7.48%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	89.16K	3.66M	73.09K	+455.01%
Jun 30, 2026	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.3%	84.53K	3.47M	3.36K	+4.14%
Jun 30, 2026	ISRAEL DISCOUNT BANK OF NEW YORK	0.3%	82.74K	3.39M	10.96K	+15.27%
Jun 30, 2026	EURO PACIFIC ASSET MANAGEMENT, LLC	0.16%	45.66K	1.89M	-2.02K	-4.23%
Jun 30, 2026	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.19%	52.41K	2.15M	-1.78K	-3.28%
Jun 30, 2026	BETTERMENT LLC	0.22%	61.07K	2.51M	-79	-0.13%
Jun 30, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	42.9K	1.76M	-25.02K	-36.84%
Jun 30, 2026	JPMORGAN CHASE & CO	0.39%	109.85K	4.52M	-127.18K	-53.66%
Jun 30, 2026	FISHER ASSET MANAGEMENT, LLC	0.4%	112.83K	4.63M	0	0
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.41%	113.84K	4.67M	0	0
Jun 30, 2026	PFG ADVISORS	0.12%	33.66K	1.38M	-7.59K	-18.40%
Jun 30, 2026	UBS GROUP AG	0.52%	146.28K	6M	-141.96K	-49.25%
Jun 30, 2026	INSCRIPTION CAPITAL, LLC	0.58%	162.51K	6.67M	-9.49K	-5.52%
Jun 30, 2026	CREATIVE PLANNING	6.47%	1.81M	74.1M	276.81K	+18.10%
Jun 30, 2026	BLACKROCK, INC.	10.3%	2.88M	117.97M	2.77M	+2,673.55%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.41%	113.99K	4.68M	1.09K	+0.96%
Jun 30, 2026	NORTHERN TRUST CORP	0.43%	120.04K	4.93M	9.95K	+9.04%
Jun 30, 2026	JANE STREET GROUP, LLC	0.45%	124.39K	5.1M	-143.29K	-53.53%
Jun 30, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.49%	136.8K	5.61M	2.46K	+1.83%
Jun 30, 2026	MORGAN STANLEY	0.5%	140.14K	5.75M	269	+0.19%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.71%	199.19K	8.17M	38.54K	+23.99%
Jun 30, 2026	ROYAL BANK OF CANADA	0.85%	236.74K	9.71M	-2.94K	-1.23%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.12%	34.33K	1.41M	-710	-2.03%
Jun 30, 2026	ARGI INVESTMENT SERVICES, LLC	0.27%	75.81K	3.11M	-19.46K	-20.43%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	37.43K	1.54M	0	0
Jun 30, 2026	COLONY GROUP, LLC	0.13%	37.64K	1.54M	6.31K	+20.15%
Jun 30, 2026	COLUMBUS MACRO, LLC	0.16%	44.62K	1.83M	-1.4K	-3.04%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.18%	50.02K	2.05M	1.11K	+2.26%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.29%	81.19K	3.33M	-20.27K	-19.98%
Jun 30, 2026	LEUTHOLD GROUP, LLC	0.88%	246.89K	10.13M	-1.1K	-0.44%
Jun 30, 2026	ASPECT PARTNERS, LLC	0.89%	247.29K	10.15M	46.77K	+23.33%
Jun 30, 2026	MACKENZIE FINANCIAL CORP	0.9%	250.45K	10.28M	0	0
Jun 30, 2026	NEUBERGER BERMAN GROUP LLC	1.57%	437.64K	17.96M	-7.25K	-1.63%
Jun 30, 2026	CHECCHI CAPITAL ADVISERS, LLC	2.1%	587.28K	24.1M	-880	-0.15%
Jun 30, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	0.06%	17.64K	725.8K	2.75K	+18.50%
Jun 30, 2026	CHAPMAN FINANCIAL GROUP, LLC	0.07%	18.62K	763.94K	-7	-0.04%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	19.1K	783.55K	8.55K	+81.07%
Jun 30, 2026	CROSSMARK GLOBAL HOLDINGS, INC.	0.08%	21.82K	895.28K	0	0
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.08%	21.95K	900.41K	3.92K	+21.74%
Jun 30, 2026	IFP ADVISORS, INC	0.08%	22.2K	910.83K	5.55K	+33.34%
Mar 31, 2026	COLUMBUS MACRO, LLC	0.16%	46.02K	1.89M	-20.69K	-31.02%
Mar 31, 2026	MACKENZIE FINANCIAL CORP	0.9%	250.45K	10.28M	0	0
Mar 31, 2026	NORTH RIDGE WEALTH ADVISORS, INC.	0.68%	190.98K	7.84M	10.19K	+5.64%
Mar 31, 2026	JPMORGAN CHASE & CO	0.85%	237.03K	9.61M	49.09K	+26.12%
Mar 31, 2026	LEUTHOLD GROUP, LLC	0.89%	247.99K	10.18M	-745	-0.30%
Mar 31, 2026	LPL FINANCIAL LLC	1.37%	382.77K	15.72M	145.13K	+61.07%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	1.59%	444.88K	18.27M	390.4K	+716.63%
Mar 31, 2026	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	1.7%	474.19K	19.47M	474.19K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.81%	503.82K	20.69M	19.59K	+4.05%
Mar 31, 2026	ITAU UNIBANCO HOLDING S.A.	9.77%	2.73M	111.92M	2.73M	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.1%	308.24K	12.66M	57.01K	+22.69%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	1.14%	319.39K	13.11M	166.08K	+108.34%
Mar 31, 2026	EVOKE WEALTH, LLC	1.36%	379.12K	15.57M	50.09K	+15.23%
Mar 31, 2026	ISRAEL DISCOUNT BANK OF NEW YORK	0.26%	71.78K	2.95M	31.33K	+77.43%
Mar 31, 2026	OLD NATIONAL BANCORP /IN/	0.27%	76.48K	3.14M	4.97K	+6.95%
Mar 31, 2026	ASPECT PARTNERS, LLC	0.72%	200.52K	8.23M	9.37K	+4.90%
Mar 31, 2026	AVOS CAPITAL MANAGEMENT, LLC	0.73%	203.4K	8.35M	20.56K	+11.24%
Mar 31, 2026	ROYAL BANK OF CANADA	0.86%	239.68K	9.84M	71.5K	+42.51%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.99%	276.33K	11.35M	93.25K	+50.94%
Mar 31, 2026	CITIGROUP INC	0.14%	39.44K	1.62M	2.2K	+5.90%
Mar 31, 2026	PFG ADVISORS	0.15%	41.25K	1.69M	8.67K	+26.61%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.16%	43.69K	1.79M	43.69K	+100.00%
Mar 31, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.21%	58.82K	2.42M	1.78K	+3.12%
Mar 31, 2026	BALLENTINE PARTNERS, LLC	0.21%	59K	2.42M	59K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.22%	60.61K	2.49M	17.23K	+39.70%
Mar 31, 2026	COMPAGNIE LOMBARD ODIER SCMA	0.08%	23.18K	951.89K	12.71K	+121.36%
Mar 31, 2026	NET WORTH ADVISORY GROUP	0.1%	26.4K	1.08M	-325	-1.22%
Mar 31, 2026	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.1%	26.83K	1.1M	-657	-2.39%
Mar 31, 2026	HAVEN PRIVATE, LLC	0.1%	27.53K	1.13M	-1.22K	-4.23%
Mar 31, 2026	RFG ADVISORY, LLC	0.1%	27.8K	1.14M	-50.15K	-64.33%
Mar 31, 2026	NATIXIS	0.11%	30.85K	1.26M	30.85K	+100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	31.85K	1.31M	11.79K	+58.80%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.13%	35.04K	1.44M	4.83K	+15.99%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	37.43K	1.54M	868	+2.37%
Mar 31, 2026	UBS GROUP AG	1.03%	288.24K	11.84M	142.94K	+98.37%
Mar 31, 2026	CHECCHI CAPITAL ADVISERS, LLC	2.11%	588.16K	24.15M	-29.29K	-4.74%
Mar 31, 2026	CREATIVE PLANNING	5.48%	1.53M	62.78M	97.8K	+6.83%
Mar 31, 2026	BETTERMENT LLC	0.22%	61.15K	2.51M	886	+1.47%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	67.92K	2.79M	-36.4K	-34.89%
Mar 31, 2026	DMC GROUP, LLC	0.31%	85.47K	3.51M	8.26K	+10.70%
Mar 31, 2026	ARGI INVESTMENT SERVICES, LLC	0.34%	95.27K	3.91M	22.2K	+30.37%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.36%	101.46K	4.17M	-45.56K	-30.99%
Mar 31, 2026	BLACKROCK, INC.	0.37%	103.67K	4.26M	-28.97K	-21.84%
Mar 31, 2026	NORTHERN TRUST CORP	0.39%	110.1K	4.52M	100.41K	+1,036.89%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.4%	112.83K	4.63M	0	0
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.4%	112.91K	4.64M	-10.81K	-8.74%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.41%	113.84K	4.67M	36.2K	+46.63%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.41%	114.77K	4.71M	17.16K	+17.58%
Mar 31, 2026	MORGAN STANLEY	0.5%	139.87K	5.74M	28.46K	+25.54%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.58%	160.65K	6.51M	39.56K	+32.67%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	46.02K	1.89M	15.6K	+51.26%
Mar 31, 2026	EURO PACIFIC ASSET MANAGEMENT, LLC	0.17%	47.68K	1.97M	-1.19K	-2.44%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.18%	48.92K	2.01M	2.46K	+5.29%
Mar 31, 2026	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.19%	54.19K	2.22M	0	0
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.2%	56.71K	2.33M	-14.26K	-20.10%
Mar 31, 2026	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.29%	81.17K	3.33M	977	+1.22%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.48%	134.34K	5.52M	-134.5K	-50.03%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.58%	161.67K	6.64M	8.86K	+5.80%
Mar 31, 2026	INSCRIPTION CAPITAL, LLC	0.62%	171.99K	7.06M	-7.52K	-4.19%
Mar 31, 2026	JANE STREET GROUP, LLC	0.96%	267.68K	10.99M	154.26K	+136.00%
Dec 31, 2025	COLONY GROUP, LLC	0.12%	28.32K	1.18M	3.17K	+12.60%
Dec 31, 2025	LEUTHOLD GROUP, LLC	1.07%	248.74K	10.36M	-3.31K	-1.31%
Dec 31, 2025	EVOKE WEALTH, LLC	1.34%	329.02K	13.71M	73.32K	+28.67%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.99%	484.23K	20.17M	61.36K	+14.51%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	43.39K	1.81M	11.77K	+37.23%
Dec 31, 2025	JANE STREET GROUP, LLC	0.47%	113.42K	4.73M	113.42K	+100.00%
Dec 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	2.65%	617.44K	25.72M	41.37K	+7.18%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.51%	123.71K	5.15M	1.48K	+1.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	152.81K	6.37M	44.6K	+41.22%
Dec 31, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.74%	180.79K	7.53M	7.81K	+4.52%
Dec 31, 2025	MACKENZIE FINANCIAL CORP	1.03%	250.45K	10.44M	0	0
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.22%	52.83K	2.2M	52.83K	+100.00%
Dec 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.22%	54.19K	2.26M	200	+0.37%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	54.48K	2.27M	7.04K	+14.84%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.23%	57.04K	2.38M	-6.94K	-10.85%
Dec 31, 2025	BETTERMENT LLC	0.25%	60.27K	2.51M	11.86K	+24.50%
Dec 31, 2025	COLUMBUS MACRO, LLC	0.29%	66.71K	2.78M	18.36K	+37.97%
Dec 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.29%	70.97K	2.96M	-1.28K	-1.78%
Dec 31, 2025	OLD NATIONAL BANCORP /IN/	0.31%	71.51K	2.98M	397	+0.56%
Dec 31, 2025	ARGI INVESTMENT SERVICES, LLC	0.31%	73.08K	3.04M	-11.88K	-13.98%
Dec 31, 2025	CERITY PARTNERS LLC	0.32%	78.07K	3.25M	27.61K	+54.71%
Dec 31, 2025	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.33%	80.19K	3.34M	2.22K	+2.84%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.32%	77.64K	3.23M	7.37K	+10.49%
Dec 31, 2025	RFG ADVISORY, LLC	0.33%	77.95K	3.25M	9.49K	+13.85%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.46%	112.83K	4.7M	-26.21K	-18.85%
Dec 31, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.07%	16.51K	687.89K	2.39K	+16.92%
Dec 31, 2025	CHAPMAN FINANCIAL GROUP, LLC	0.08%	18.13K	755.46K	-1.2K	-6.20%
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.08%	18.42K	767.18K	-1.31K	-6.63%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.08%	20.55K	855.99K	20.06K	+4,093.27%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	20.06K	836.18K	-9.48K	-32.09%
Dec 31, 2025	DMC GROUP, LLC	0.33%	77.21K	3.22M	31.66K	+69.52%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.4%	97.61K	4.07M	17.61K	+22.02%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.43%	104.32K	4.35M	60.11K	+135.97%
Dec 31, 2025	MORGAN STANLEY	0.46%	111.41K	4.64M	-162.38K	-59.31%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.5%	121.09K	5.04M	22.63K	+22.99%
Dec 31, 2025	ROYAL BANK OF CANADA	0.69%	168.18K	7.01M	161	+0.10%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.14%	33.52K	1.4M	-35.22K	-51.24%
Dec 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.21%	48.87K	2.07M	4.26K	+9.56%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.11%	268.84K	11.2M	-167.76K	-38.42%
Dec 31, 2025	CREATIVE PLANNING	5.86%	1.43M	59.63M	135.35K	+10.44%
Dec 31, 2025	CITIGROUP INC	0.15%	37.24K	1.55M	2.57K	+7.41%
Dec 31, 2025	ISRAEL DISCOUNT BANK OF NEW YORK	0.17%	40.46K	1.69M	28.36K	+234.46%
Dec 31, 2025	BLACKROCK, INC.	0.55%	132.64K	5.53M	5.93K	+4.68%
Dec 31, 2025	UBS GROUP AG	0.6%	145.31K	6.05M	-29.1K	-16.68%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.6%	147.02K	6.12M	130.76K	+804.29%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.75%	183.08K	7.63M	-82.76K	-31.13%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	251.23K	10.47M	-1.66K	-0.66%
Dec 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.1%	22.28K	927.98K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	24.58K	1.02B	-5.58K	-18.49%
Dec 31, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.11%	27.48K	1.14B	-4.88K	-15.08%
Dec 31, 2025	NET WORTH ADVISORY GROUP	0.11%	26.72K	1.11M	18.96K	+244.27%
Dec 31, 2025	HAVEN PRIVATE, LLC	0.12%	28.75K	1.2M	3.01K	+11.70%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.12%	30.34K	1.26M	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	30.43K	1.27M	589	+1.97%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.13%	30.21K	1.26M	9.43K	+45.37%
Dec 31, 2025	AVOS CAPITAL MANAGEMENT, LLC	0.75%	182.84K	7.62M	5.37K	+3.03%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.2%	46.46K	1.94M	46.46K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	36.57K	1.52M	-26	-0.07%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	16.01K	666.97K	2.07K	+14.82%
Dec 31, 2025	PFG ADVISORS	0.14%	32.58K	1.36M	14.06K	+75.87%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.07%	16.96K	706.56K	-445	-2.56%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.66%	153.3K	6.39M	9.75K	+6.79%
Dec 31, 2025	INSCRIPTION CAPITAL, LLC	0.77%	179.52K	7.48M	-31.65K	-14.99%
Dec 31, 2025	JPMORGAN CHASE & CO	0.81%	187.95K	7.83M	-11.19K	-5.62%
Dec 31, 2025	ASPECT PARTNERS, LLC	0.82%	191.15K	7.96M	191.15K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.97%	237.64K	9.9M	130.73K	+122.27%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.08%	22.28K	948.92K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.63%	168.02K	7.16M	-55.96K	-24.99%
Sep 30, 2025	LPL FINANCIAL LLC	0.4%	106.92K	4.55M	-76.95K	-41.85%
Sep 30, 2025	OLD NATIONAL BANCORP /IN/	0.26%	71.11K	3.03M	-3.44K	-4.61%
Sep 30, 2025	CERITY PARTNERS LLC	0.19%	50.46K	2.15M	50.46K	+100.00%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.52%	139.04K	5.92M	49.43K	+55.16%
Sep 30, 2025	AVOS CAPITAL MANAGEMENT, LLC	0.66%	177.47K	7.56M	26.1K	+17.25%
Sep 30, 2025	ARGI INVESTMENT SERVICES, LLC	0.32%	84.95K	3.62M	23.5K	+38.24%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.3%	79.99K	3.41M	7.02K	+9.62%
Sep 30, 2025	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.29%	77.97K	3.32M	-757	-0.96%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.27%	72.25K	3.08M	-16.02K	-18.15%
Sep 30, 2025	DMC GROUP, LLC	0.17%	45.55K	1.94M	31.79K	+230.99%
Sep 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.17%	44.6K	1.93M	-1.94K	-4.17%
Sep 30, 2025	BLACKROCK, INC.	0.47%	126.71K	5.4M	126.71K	+100.00%
Sep 30, 2025	MORGAN STANLEY	1.02%	273.79K	11.66M	102.18K	+59.54%
Sep 30, 2025	CITADEL ADVISORS LLC	0.31%	84.56K	3.6M	84.56K	+100.00%
Sep 30, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.52%	138.63K	5.91M	4.27K	+3.18%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.09%	25.51K	1.09M	1.49K	+6.22%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.08%	20.78K	887.42K	2.43K	+13.21%
Sep 30, 2025	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	0.07%	19.89K	847.48K	-1.49K	-6.98%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.07%	19.72K	840.18K	-9.71K	-32.99%
Sep 30, 2025	CHAPMAN FINANCIAL GROUP, LLC	0.07%	19.33K	823.59K	19.33K	+100.00%
Sep 30, 2025	PFG ADVISORS	0.07%	18.52K	789.12K	18.52K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	18.2K	775.32K	-6.9K	-27.49%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.06%	17.41K	741.46K	-2.21K	-11.28%
Sep 30, 2025	INVESCO LTD.	0.06%	16.87K	718.58K	-47	-0.28%
Sep 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.06%	15.51K	660.79K	-66	-0.42%
Sep 30, 2025	FORTIS GROUP ADVISORS, LLC	0.05%	14.5K	611.25K	-4.07K	-21.91%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.94%	252.89K	10.77M	-43.25K	-14.60%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.37%	98.46K	4.17M	13.79K	+16.29%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.99%	265.84K	11.32M	-7.58K	-2.77%
Sep 30, 2025	EVOKE WEALTH, LLC	0.95%	255.71K	10.89M	121.65K	+90.75%
Sep 30, 2025	LEUTHOLD GROUP, LLC	0.94%	252.05K	10.74M	-37.22K	-12.87%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.93%	250.45K	10.67M	0	0
Sep 30, 2025	INSCRIPTION CAPITAL, LLC	0.79%	211.17K	9M	-15.3K	-6.76%
Sep 30, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.64%	172.98K	7.37M	10.7K	+6.59%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.26%	70.27K	2.99M	7.04K	+11.13%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	68.74K	2.93M	19.26K	+38.91%
Sep 30, 2025	RFG ADVISORY, LLC	0.25%	68.47K	2.92M	-62.1K	-47.56%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.24%	63.98K	2.73M	3.34K	+5.50%
Sep 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.2%	53.99K	2.3M	1.07K	+2.01%
Sep 30, 2025	JPMORGAN CHASE & CO	0.74%	199.13K	8.48M	-5.45M	-96.47%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.16%	44.21K	1.88M	-118.39K	-72.81%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	36.59K	1.56M	-35	-0.10%
Sep 30, 2025	CITIGROUP INC	0.13%	34.67K	1.48M	8.26K	+31.26%
Sep 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.12%	32.36K	1.38M	2.27K	+7.53%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	31.62K	1.35M	-14.23K	-31.03%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.11%	30.34K	1.29M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	30.16K	1.28M	14.79K	+96.20%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.53%	143.55K	6.12M	30K	+26.41%
Sep 30, 2025	BROWN WEALTH MANAGEMENT, LLC	0.28%	74.27K	3.16M	12.95K	+21.12%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.46%	122.23K	5.21M	-8.46K	-6.47%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	108.21K	4.61M	14.68K	+15.70%
Sep 30, 2025	UBS GROUP AG	0.65%	174.4K	7.43M	60.05K	+52.51%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.18%	48.8K	2.08M	48.8K	+100.00%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.18%	48.35K	2.06M	16.87K	+53.59%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.18%	47.44K	2.02M	5.94K	+14.30%
Sep 30, 2025	CREATIVE PLANNING	4.82%	1.3M	55.21M	190.93K	+17.28%
Sep 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	2.14%	576.07K	24.54M	47	+0.01%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.63%	436.59K	18.6M	-87.57K	-16.71%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.57%	422.87K	18.01M	105.26K	+33.14%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	29.84K	1.27M	801	+2.76%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	29.54K	1.25M	-1.3K	-4.22%
Sep 30, 2025	HAVEN PRIVATE, LLC	0.1%	25.73K	1.1M	5.05K	+24.43%
Sep 30, 2025	BETTERMENT LLC	0.18%	48.4K	2.06M	30.48K	+170.05%
Jun 30, 2025	MORGAN STANLEY	0.6%	171.61K	7.4B	62.05K	+56.63%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.83%	524.16K	22.59M	397.33K	+313.27%
Jun 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	2.01%	576.03K	24.83M	-33.23K	-5.45%
Jun 30, 2025	CREATIVE PLANNING	3.85%	1.11M	47.63M	256.32K	+30.20%
Jun 30, 2025	JPMORGAN CHASE & CO	19.69%	5.65M	243.45M	5.61M	+16,296.41%
Jun 30, 2025	INSIGHT WEALTH STRATEGIES, LLC	0.47%	134.36K	5.8M	134.36K	+100.00%
Jun 30, 2025	EVOKE WEALTH, LLC	0.47%	134.06K	5.78M	120.1K	+860.77%
Jun 30, 2025		0.1%	28.04K	1.21M	18.8K	+203.60%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	29.04K	1.25M	4.22K	+16.99%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.1%	29.43K	1.27M	2.47K	+9.18%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.14%	41.5K	1.79M	41.5K	+100.00%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.22%	64.1K	2.76M	64.1K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.4%	114.36K	4.93M	-2.35K	-2.01%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.87%	250.45K	10.79M	0	0
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	1.41%	405.26K	17.47M	405.26K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.64%	183.87K	7.92M	76.99K	+72.04%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.11%	317.6K	13.69M	213.11K	+203.94%
Jun 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.1%	30.1K	1.3M	408	+1.37%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	45.84K	1.98M	37.36K	+440.16%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.21%	60.64K	2.61M	1.53K	+2.60%
Jun 30, 2025	BROWN WEALTH MANAGEMENT, LLC	0.21%	61.32K	2.64M	-6.2K	-9.18%
Jun 30, 2025	ARGI INVESTMENT SERVICES, LLC	0.21%	61.45K	2.65M	9.16K	+17.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	93.53K	4.03M	40.9K	+77.73%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.4%	113.56K	4.89M	113.56K	+100.00%
Jun 30, 2025	RFG ADVISORY, LLC	0.46%	130.57K	5.63M	130.57K	+100.00%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.46%	130.69K	5.63M	-14.76K	-10.14%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	30.84K	1.33M	-12.09K	-28.16%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.11%	31.48K	1.36M	20.59K	+189.07%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	36.63K	1.58M	36.61K	+228,812.50%
Jun 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.16%	46.54K	2.04M	-899	-1.89%
Jun 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.18%	52.92K	2.28M	16.06K	+43.57%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.22%	63.23K	2.73M	63.23K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.25%	72.97K	3.15M	13.72K	+23.14%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.26%	74.55K	3.21M	-182	-0.24%
Jun 30, 2025	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.27%	78.73K	3.39M	-7.17K	-8.35%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.3%	84.67K	3.63M	11.67K	+15.98%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.31%	88.27K	3.8M	88.27K	+100.00%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.31%	89.61K	3.86M	153	+0.17%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.39%	112.27K	4.84M	112.27K	+100.00%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.69%	198.48K	8.55M	-41.92K	-17.44%
Jun 30, 2025	BRYN MAWR TRUST CO	0.69%	199.01K	8.58M	-41.39K	-17.22%
Jun 30, 2025	INSCRIPTION CAPITAL, LLC	0.79%	226.48K	9.76M	-68.04K	-23.10%
Jun 30, 2025	LEUTHOLD GROUP, LLC	1.01%	289.27K	12.47M	87.32K	+43.24%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	296.14K	12.76M	296.14K	+100.00%
Jun 30, 2025	FAMILY FIRM, INC.	0.6%	172.31K	7.43M	899	+0.52%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.57%	162.6K	7.01M	28.49K	+21.24%
Jun 30, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.57%	162.28K	6.99M	7.5K	+4.85%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.11%	30.34K	1.31M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.95%	273.42K	11.78M	221.93K	+431.03%
Jun 30, 2025	NET WORTH ADVISORY GROUP	0.1%	28.04K	1.21M	18.8K	+203.60%
Jun 30, 2025	AVOS CAPITAL MANAGEMENT, LLC	0.53%	151.37K	6.52M	28.92K	+23.62%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.17%	49.48K	2.13B	49.48K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.78%	223.98K	9.65M	66.22K	+41.97%
Mar 31, 2025	ARGI INVESTMENT SERVICES, LLC	0.26%	52.3K	2.06M	0	0
Mar 31, 2025	INVESCO LTD.	0.09%	17.93K	706.76K	381	+2.17%
Mar 31, 2025	BLACKROCK, INC.	0.09%	19.31K	761.32K	-11.12K	-36.55%
Mar 31, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.11%	22.28K	878.08K	4.5K	+25.32%
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.12%	23.85K	1.06M	4.8K	+25.19%
Mar 31, 2025	JANE STREET GROUP, LLC	0.2%	41.24K	1.63M	-101.23K	-71.05%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	42.92K	1.69M	-47.15K	-52.35%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.22%	44.38K	1.75M	-976	-2.15%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.25%	51.49K	2.03M	-8.56K	-14.26%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	52.62K	2.07M	-30.65K	-36.80%
Mar 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.29%	59.11K	2.33M	7.05K	+13.53%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.29%	59.26K	2.34M	4.4K	+8.02%
Mar 31, 2025	BROWN WEALTH MANAGEMENT, LLC	0.33%	67.52K	2.66M	4.02K	+6.33%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.33%	68.09K	2.68M	4.73K	+7.47%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.36%	73K	2.88M	10.21K	+16.26%
Mar 31, 2025	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.42%	85.9K	3.39M	5.72K	+7.14%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.44%	89.85K	3.54M	1.89K	+2.15%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.62%	126.83K	5M	126.83K	+100.00%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.66%	134.11K	5.29M	134.11K	+100.00%
Mar 31, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.76%	154.77K	6.1M	9.1K	+6.24%
Mar 31, 2025	ROYAL BANK OF CANADA	0.77%	157.76K	6.22M	-318.08K	-66.85%
Mar 31, 2025	FAMILY FIRM, INC.	0.84%	171.41K	6.76M	2.61K	+1.55%
Mar 31, 2025	LEUTHOLD GROUP, LLC	0.99%	201.95K	7.96M	-195.68K	-49.21%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	1.23%	250.45K	9.87M	0	0
Mar 31, 2025	INSCRIPTION CAPITAL, LLC	1.44%	294.51K	11.67M	294.51K	+100.00%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.44%	89.45K	3.53M	0	0
Mar 31, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.15%	29.69K	1.17M	-5.13K	-14.72%
Mar 31, 2025	JPMORGAN CHASE & CO	0.17%	34.45K	1.36M	3K	+9.54%
Mar 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.18%	36.86K	1.45M	3.63K	+10.92%
Mar 31, 2025		0.08%	15.72K	619.56K	-2.5K	-13.74%
Mar 31, 2025	VISTA CAPITAL PARTNERS, INC.	0.08%	15.97K	629.66K	-963	-5.69%
Mar 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.23%	47.44K	1.91M	-1.55K	-3.16%
Mar 31, 2025	MORGAN STANLEY	0.54%	109.56K	4.32M	-177.08K	-61.78%
Mar 31, 2025	UBS GROUP AG	0.57%	116.71K	4.6M	338	+0.29%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.08%	15.68K	617.98K	-461	-2.86%
Mar 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.08%	15.76K	621.2K	-535	-3.28%
Mar 31, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.08%	16.14K	636.32K	2.28K	+16.46%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	24.82K	978K	1.13K	+4.76%
Mar 31, 2025	CITIGROUP INC	0.13%	25.96K	1.02M	-161	-0.62%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.51%	104.5K	4.12M	-5.16K	-4.71%
Mar 31, 2025	LPL FINANCIAL LLC	0.52%	106.88K	4.21M	1.26K	+1.20%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.18%	240.4K	9.48M	39.82K	+19.85%
Mar 31, 2025	CREATIVE PLANNING	4.16%	848.71K	33.46M	41.52K	+5.14%
Mar 31, 2025	BRYN MAWR TRUST CO	1.18%	240.4K	9.48M	39.82K	+19.85%
Mar 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	2.98%	609.25K	24.02M	43.78K	+7.74%
Mar 31, 2025	OLD NATIONAL BANCORP /IN/	0.37%	74.73K	2.95M	0	0
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.71%	145.45K	5.73M	-12.87K	-8.13%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.15%	30.34K	1.2M	-18.34K	-37.67%
Mar 31, 2025	MARINER, LLC	0.09%	17.36K	684.41K	5.11K	+41.70%
Mar 31, 2024	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.17%	22.59K	895.12K	-124	-0.55%
Mar 31, 2024	FAMILY FIRM, INC.	1.48%	193.76K	6.31M	45.78K	+30.94%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	1.92%	250.45K	9.93M	0	0
Mar 31, 2024	INSCRIPTION CAPITAL, LLC	2.25%	294.51K	11.67M	98.59K	+50.32%
Mar 31, 2024	MORGAN STANLEY	2.4%	327.31K	12.97M	78.06K	+31.32%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	2.46%	321.3K	12.73M	-45.42K	-12.39%
Mar 31, 2024	LEUTHOLD GROUP, LLC	3.11%	405.92K	16.09M	-28.75K	-6.61%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	4.51%	588.88K	23.34M	-65.04K	-9.95%
Mar 31, 2024	TOWNELEY CAPITAL MANAGEMENT, INC / DE	0.11%	14.96K	592.75K	-1.64K	-9.87%
Mar 31, 2024	INVESCO LTD.	0.12%	16.58K	657.03K	324	+1.99%
Mar 31, 2024	MOORS & CABOT, INC.	0.12%	15.98K	633.41K	-1.85K	-10.35%
Mar 31, 2024	BISON WEALTH, LLC	0.04%	5.37K	212.81K	5.37K	+100.00%
Mar 31, 2024	SWS PARTNERS	0.04%	5.56K	220.46K	-72	-1.28%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.05%	6.29K	249.43K	-3.21K	-33.78%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.05%	6.32K	250.3K	-5.9K	-48.31%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.05%	6.54K	258.98K	-3.16K	-32.61%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.05%	7.43K	294.33K	77	+1.05%
Mar 31, 2024	SOVEREIGN FINANCIAL GROUP, INC.	0.06%	8.18K	323.98K	622	+8.24%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.06%	8.5K	336.74K	20	+0.24%
Mar 31, 2024	CITIGROUP INC	0.07%	9.32K	369.39K	5.21K	+126.79%
Mar 31, 2024	COLUMBUS MACRO, LLC	0.08%	10.4K	412.31K	-4.63K	-30.77%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.13%	16.84K	667.22K	-1.34K	-7.35%
Mar 31, 2024	CROSSMARK GLOBAL HOLDINGS, INC.	0.14%	17.78K	704K	0	0
Mar 31, 2024	EMPIRICAL ASSET MANAGEMENT, LLC	0.16%	21.51K	852.56K	442	+2.10%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.45%	188.91K	7.49M	13.48K	+7.68%
Mar 31, 2024	ALPHAQ ADVISORS LLC	0.17%	22.64K	897.22K	-37.94K	-62.63%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	26.35K	1.04M	26.35K	+100.00%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	0.21%	27.37K	1.08M	-127	-0.46%
Mar 31, 2024	JPMORGAN CHASE & CO	0.21%	29.08K	1.15M	328	+1.14%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.24%	31.96K	1.27M	280	+0.88%
Mar 31, 2024	LPL FINANCIAL LLC	0.27%	37.39K	1.48M	1.98K	+5.58%
Mar 31, 2024	MARINER, LLC	0.29%	37.52K	1.49M	-11.96K	-24.17%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.3%	38.82K	1.54M	-4.37K	-10.11%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.31%	40.82K	1.62M	428	+1.06%
Mar 31, 2024	BLACKROCK INC.	0.32%	43.54K	1.73M	-92.45K	-67.98%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.35%	45.13K	1.79M	-37.4K	-45.32%
Mar 31, 2024	EURO PACIFIC ASSET MANAGEMENT, LLC	0.36%	47.66K	1.92M	2.99K	+6.70%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.37%	50.65K	2.01M	0	0
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.39%	50.98K	2.02M	8.22K	+19.23%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.39%	51.05K	2.02M	51.05K	+100.00%
Mar 31, 2024	BROWN WEALTH MANAGEMENT, LLC	0.39%	51.11K	2.03M	51.11K	+100.00%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.42%	54.38K	2.15M	248	+0.46%
Mar 31, 2024	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	0.47%	62.04K	2.46M	-15.68K	-20.18%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.53%	69.5K	2.75M	386	+0.56%
Mar 31, 2024	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.65%	85.34K	3.38M	3.17K	+3.86%
Mar 31, 2024	PETIX & BOTTE CO	0.65%	85.34K	3.38M	85.34K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.72%	97.58K	3.87M	2.87K	+3.03%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.72%	94.36K	3.74M	94.36K	+100.00%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.76%	103.05K	4.1M	-3.15K	-2.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.78%	105.7K	4.19M	9.36K	+9.71%
Mar 31, 2024	NORTH RIDGE WEALTH ADVISORS, INC.	0.89%	116.13K	4.6M	6.85K	+6.27%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.99%	134.39K	5.33M	-6.99K	-4.94%
Mar 31, 2024	ROYAL BANK OF CANADA	1.23%	167.12K	6.62M	-14.55K	-8.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.3%	176.54K	7M	-27.32K	-13.40%
Mar 31, 2024	CREATIVE PLANNING	4.8%	654.08K	25.92M	93.44K	+16.67%
Mar 31, 2024	CHECCHI CAPITAL ADVISERS, LLC	5.35%	699.19K	27.71M	-17.16K	-2.39%
Mar 31, 2024	JANE STREET GROUP, LLC	7.44%	1.01M	40.17M	861.44K	+566.00%
Mar 31, 2024	FMR LLC	7.02%	956.65K	37.91M	-259.8K	-21.36%
Mar 31, 2024	UPPER LEFT WEALTH MANAGEMENT, LLC	0.11%	14.48K	573.72K	-140	-0.96%
Dec 31, 2023	UBS GROUP AG	0.65%	94.7K	3.91M	352	+0.37%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.35%	50.65K	2.09M	-756.27K	-93.72%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	2.53%	366.71K	15.16M	18.58K	+5.34%
Dec 31, 2023	LEUTHOLD GROUP, LLC	3%	434.67K	17.96M	114.59K	+35.80%
Dec 31, 2023	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	3.22%	466.28K	19.27M	176.39K	+60.85%
Dec 31, 2023	CREATIVE PLANNING	3.87%	560.63K	23.17M	41.18K	+7.93%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	4.51%	653.92K	27.03M	-14.27M	-95.62%
Dec 31, 2023	CHECCHI CAPITAL ADVISERS, LLC	4.94%	716.35K	29.61M	97.53K	+15.76%
Dec 31, 2023	FMR LLC	8.39%	1.22M	50.28M	128	+0.01%
Dec 31, 2023	COLUMBUS MACRO, LLC	0.1%	15.03K	617.65K	-2.27K	-13.12%
Dec 31, 2023	FIRST FINANCIAL BANK - TRUST DIVISION	0.11%	16.16K	667.86K	-1.45K	-8.24%
Dec 31, 2023	INVESCO LTD.	0.11%	16.26K	671.82K	209	+1.30%
Dec 31, 2023	MARINER, LLC	0.34%	49.48K	2.05M	-9.45K	-16.04%
Dec 31, 2023		0.11%	16.59K	685.84K	16.59K	+100.00%
Dec 31, 2023	EURO PACIFIC ASSET MANAGEMENT, LLC	0.31%	44.67K	1.88M	-2.28K	-4.85%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.3%	43.19K	1.79M	-894	-2.03%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.29%	42.76K	1.77M	42.76K	+100.00%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.28%	40.39K	1.67M	-1.36K	-3.25%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.27%	38.58K	1.59M	28.81K	+295.10%
Dec 31, 2023	LPL FINANCIAL LLC	0.24%	35.42K	1.46M	3.04K	+9.37%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.22%	31.68K	1.31M	800	+2.59%
Dec 31, 2023	JPMORGAN CHASE & CO	0.2%	28.75K	1.19M	8.76K	+43.84%
Dec 31, 2023	BANK JULIUS BAER & CO. LTD, ZURICH	0.19%	27.49K	1.14M	8.6K	+45.55%
Dec 31, 2023	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.16%	22.71K	938.65K	-16.28K	-41.75%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.15%	21.8K	901K	21.8K	+100.00%
Dec 31, 2023	EMPIRICAL ASSET MANAGEMENT, LLC	0.15%	21.07K	870.86K	-990	-4.49%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.13%	19.05K	787.29K	667	+3.63%
Dec 31, 2023	NORTH RIDGE WEALTH ADVISORS, INC.	0.75%	109.28K	4.52M	14.9K	+15.78%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.73%	106.2K	4.35M	-11.23K	-9.57%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.13%	18.17K	751K	18.17K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.66%	96.34K	3.98M	-1.56K	-1.59%
Dec 31, 2023	BLACKROCK INC.	0.94%	135.99K	5.62M	-307.78K	-69.36%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.98%	141.38K	5.84M	17.09K	+13.75%
Dec 31, 2023	FAMILY FIRM, INC.	1.02%	147.98K	6.12M	1.58K	+1.08%
Dec 31, 2023	JANE STREET GROUP, LLC	1.05%	152.2K	6.29M	-1.15M	-88.32%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.21%	175.43K	7.25M	-3.43K	-1.92%
Dec 31, 2023	ROYAL BANK OF CANADA	1.25%	181.67K	7.51M	-2.04K	-1.11%
Dec 31, 2023	INSCRIPTION CAPITAL, LLC	1.35%	195.92K	8.1M	-45.15K	-18.73%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.41%	203.86K	8.43M	-4.46K	-2.14%
Dec 31, 2023	WRIGHT FUND MANAGEMENT, LLC	1.54%	223.7K	9.25M	223.7K	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.72%	249.25K	10.3M	61.03K	+32.43%
Dec 31, 2023	MACKENZIE FINANCIAL CORP	1.73%	250.45K	10.35M	0	0
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.57%	82.53K	3.41M	82.53K	+100.00%
Dec 31, 2023	TOPEL & DISTASI WEALTH MANAGEMENT, LLC	0.57%	82.17K	3.4M	1.39K	+1.72%
Dec 31, 2023	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	0.54%	77.72K	3.21M	6.16K	+8.61%
Dec 31, 2023	OLD NATIONAL BANCORP /IN/	0.48%	69.12K	2.86M	69.12K	+100.00%
Dec 31, 2023	ALPHAQ ADVISORS LLC	0.42%	60.58K	2.5M	4.86K	+8.72%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.37%	54.13K	2.15M	-2.14K	-3.81%
Dec 31, 2023	CROSSMARK GLOBAL HOLDINGS, INC.	0.12%	17.78K	735K	0	0
Dec 31, 2023	MOORS & CABOT, INC.	0.12%	17.83K	736.87K	1.27K	+7.64%

Frequently Asked Questions