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

Who are the major shareholders selling iShares Morningstar Growth ETF stock?

LONGVIEW WEALTH MANAGEMENT, in the last quarter, reduced its stake in ILCG by -5.54% restricting it's holding to 128.56 thousand shares of worth nearly $15.04M. CORNERSTONE WEALTH MANAGEMENT, LLC also lessened -1.66% of the ILCG shares from its portfolio, reducing its holding to 107.88 thousand shares of worth $12.62M. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also shunned ILCG shares holding by -1.67% last quarter which brought its holding to 52.5 thousand shares worth $6.14M.

Investors who are buying ILCG stock?

As per its latest 13F filing, increased its stake in ILCG by 7.84% in the last quarter. The institutional holder raised its holding to 43.59 thousand shares having worth more than $5.10M. PRIVATE ADVISOR GROUP, LLC also added 194.82% more shares of ILCG to its portfolio, raising its holding to 87.64 thousand shares of worth $10.26M. BANK OF NEW YORK MELLON CORP also increased its ILCG shares holding by 40.26% which brought its holding to 99.92 thousand shares worth $11.69M.

ILCG's major insiders: who are they?

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

Did an insider recently sell ILCG stock?

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

Which insider recently purchased ILCG stock?

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

How much of ILCG does insiders own?

Around 0 iShares Morningstar Growth ETF shares are held by insiders, which represents about N/A of ILCG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ILCG?

is the largest institutional owner in ILCG which holds 43.59 thousand shares worth $5.10M or 0.15% of the total ILCG shares outstanding followed by PRIVATE ADVISOR GROUP, LLC with ownership of 87.64 thousand shares representing 0.31% of the ILCG ownership. BANK OF NEW YORK MELLON CORP is the third largest stakeholder with 99.92 thousand shares or 0.36% of the ownership worth more than $11.69M.

Is iShares Morningstar Growth 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 ILCG is concerned, it is a stock which is optionable.

Is there a short position on ILCG's shares?

Number of ILCG 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 ILCG shares are there?

As of today, null shares of ILCG are outstanding.

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

ILCG 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 ILCG is null.

iShares Morningstar Growth ETF (ILCG) 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. is the top corporate investor, holding 43.59K shares valued at $5.10M. A 0.15% stake in iShares Morningstar Growth ETF is owned by the company. PRIVATE ADVISOR GROUP, LLC owns 87.64K shares valued at $10.26M, which translates its holding of 0.31% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026		0.15%	43.59K	5.1M	3.17K	+7.84%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.31%	87.64K	10.26M	57.91K	+194.82%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.36%	99.92K	11.69M	28.68K	+40.26%
Jun 30, 2026	LONGVIEW WEALTH MANAGEMENT	0.46%	128.56K	15.04M	-7.54K	-5.54%
Jun 30, 2026	INVESTORS RESEARCH CORP	0.32%	91.31K	10.68M	462	+0.51%
Jun 30, 2026	WIN ADVISORS, INC	0.34%	96.48K	11.29M	96.48K	+100.00%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.38%	107.88K	12.62M	-1.82K	-1.66%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.45%	125.75K	14.72M	3.6K	+2.95%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	52.5K	6.14M	-891	-1.67%
Jun 30, 2026	IPSEN ADVISOR GROUP LLC	0.19%	52.86K	6.19M	34	+0.06%
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.19%	52.9K	6.19M	-527	-0.99%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.2%	56.66K	6.63M	2.44K	+4.51%
Jun 30, 2026	SUNBURST FINANCIAL GROUP, LLC	0.21%	58.54K	6.85M	-815	-1.37%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	59.98K	7.02M	-32.02K	-34.81%
Jun 30, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.25%	70.02K	8.19M	-355	-0.50%
Jun 30, 2026	WHITE PINE INVESTMENT CO	0.26%	74.34K	8.7M	1.31K	+1.80%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.48%	133.59K	15.63M	-2.78K	-2.04%
Jun 30, 2026	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.5%	141.72K	16.58M	-1.04K	-0.73%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.03%	288.31K	33.74M	46.21K	+19.09%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	312.67K	36.59M	1.51K	+0.48%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	1.41%	395.29K	46.26M	390.66K	+8,432.12%
Jun 30, 2026	JPMORGAN CHASE & CO	1.62%	454.14K	52.29M	29.57K	+6.97%
Jun 30, 2026	B&D WHITE CAPITAL COMPANY, LLC	1.68%	471.43K	55.17M	124K	+35.69%
Jun 30, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.15%	42.02K	4.92M	-7.54K	-15.21%
Jun 30, 2026	FMR LLC	0.15%	42.4K	4.96M	4.02K	+10.47%
Jun 30, 2026	ELEVATION CAPITAL ADVISORY, LLC	0.15%	43.11K	5.04M	1.58K	+3.81%
Jun 30, 2026	MADISON WEALTH PARTNERS, INC	0.14%	40.98K	4.8M	-102	-0.25%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.15%	41.75K	4.89M	-90	-0.22%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.16%	44.89K	5.25M	4.09K	+10.02%
Jun 30, 2026	CORSICANA & CO.	0.16%	45.29K	5.3M	4.15K	+10.09%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.21%	60.34K	7.06M	-814	-1.33%
Jun 30, 2026	ARCADIA WEALTH MANAGEMENT, LLC	0.22%	61.2K	7.16M	9.04K	+17.32%
Jun 30, 2026	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.23%	64.73K	7.57M	351	+0.55%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.34%	96.44K	11.29M	-31.24K	-24.47%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	164.4K	19.16M	8.52K	+5.47%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.61%	170.93K	20M	64.99K	+61.34%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	2.22%	623.52K	72.96M	30.66K	+5.17%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.47%	695.13K	81.34M	99.03K	+16.61%
Jun 30, 2026	CLEARSTEAD TRUST, LLC	2.61%	734.04K	85.9M	176.17K	+31.58%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.64%	1.02M	119.56M	424.1K	+70.97%
Jun 30, 2026	MORGAN STANLEY	3.95%	1.11M	129.87M	19.57K	+1.79%
Jun 30, 2026	LPL FINANCIAL LLC	4.48%	1.26M	147.19M	-34.55K	-2.67%
Jun 30, 2026	GOODMAN ADVISORY GROUP, LLC	0.61%	171.76K	20.1M	171.14K	+27,648.30%
Jun 30, 2026	PHOENIX HOLDINGS LTD.	0.71%	200K	13.68K	0	0
Jun 30, 2026	UBS GROUP AG	0.74%	208.37K	24.38M	-7.51K	-3.48%
Jun 30, 2026	MCKINLEY CARTER WEALTH SERVICES, INC.	0.99%	279.19K	32.67M	8.39K	+3.10%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.04%	292.21K	34.2M	42.17K	+16.86%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.32%	372.37K	43.57M	18.51K	+5.23%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.48%	415.11K	48.58M	-36.01K	-7.98%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.4%	674.39K	78.92M	332.05K	+97.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.58%	724.9K	84.83M	32.47K	+4.69%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.2%	57.53K	6.73M	-399	-0.69%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.24%	68.24K	8.02M	3.78K	+5.86%
Jun 30, 2026	ROYAL BANK OF CANADA	0.39%	110.09K	12.88M	13.67K	+14.18%
Jun 30, 2026	CREATIVE PLANNING	0.17%	47.9K	5.61M	6.49K	+15.68%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	76.75K	8.98M	3.71K	+5.08%
Jun 30, 2026	MARINER, LLC	0.28%	77.54K	9.07M	-64.81K	-45.53%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.3%	85.08K	9.96M	90	+0.11%
Mar 31, 2026	CLEARSTEAD TRUST, LLC	2.02%	557.87K	53.27M	62.04K	+12.51%
Mar 31, 2026	IPSEN ADVISOR GROUP LLC	0.19%	52.83K	5.04M	-1.1K	-2.03%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.38%	105.95K	10.12M	29.38K	+38.38%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.39%	106.7K	10.19M	46.5K	+77.24%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.4%	109.69K	10.47M	-631	-0.57%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.26%	71.24K	6.8M	31.91K	+81.14%
Mar 31, 2026	WHITE PINE INVESTMENT CO	0.26%	73.02K	6.97M	4.63K	+6.77%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	73.04K	6.97M	-8.66K	-10.60%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	92K	8.78M	-1.69K	-1.81%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	2.15%	592.85K	56.61M	6.22K	+1.06%
Mar 31, 2026	BRAND ASSET MANAGEMENT GROUP, INC.	0.13%	32.56K	3.11M	-819	-2.45%
Mar 31, 2026	CITIGROUP INC	0.13%	32.72K	3.12M	-595	-1.79%
Mar 31, 2026	JIM SAULNIER & ASSOCIATES, LLC	0.13%	32.97K	3.15M	-284	-0.85%
Mar 31, 2026	TWIN FOCUS CAPITAL PARTNERS, LLC	0.14%	35.57K	3.4M	0	0
Mar 31, 2026		0.16%	40.42K	3.86M	3.37K	+9.09%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.16%	40.8K	3.9M	6.91K	+20.39%
Mar 31, 2026	MADISON WEALTH PARTNERS, INC	0.17%	41.09K	3.92M	942	+2.35%
Mar 31, 2026	CORSICANA & CO.	0.17%	41.14K	3.33M	-2.58K	-5.90%
Mar 31, 2026	CREATIVE PLANNING	0.17%	41.41K	3.95M	1.65K	+4.14%
Mar 31, 2026	ELEVATION CAPITAL ADVISORY, LLC	0.17%	41.52K	3.96M	41.52K	+100.00%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.18%	44.54K	4.25M	-5.8K	-11.52%
Mar 31, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.19%	52.04K	4.97M	9.73K	+23.00%
Mar 31, 2026	ARCADIA WEALTH MANAGEMENT, LLC	0.19%	52.16K	4.98M	4.38K	+9.17%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	53.39K	5.1M	238	+0.45%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.19%	53.42K	5.1M	-130	-0.24%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.2%	54.22K	5.18M	-420	-0.77%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.21%	57.93K	5.53M	331	+0.57%
Mar 31, 2026	SUNBURST FINANCIAL GROUP, LLC	0.22%	59.36K	5.67M	3.23K	+5.75%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.22%	61.16K	5.84M	-355	-0.58%
Mar 31, 2026	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.23%	64.38K	6.15M	2.83K	+4.59%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.31%	84.99K	8.11M	-610	-0.71%
Mar 31, 2026	INVESTORS RESEARCH CORP	0.33%	90.85K	8.67M	9.34K	+11.46%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.44%	122.15K	11.66M	5.25K	+4.49%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.46%	127.67K	12.19M	2.18K	+1.74%
Mar 31, 2026	LONGVIEW WEALTH MANAGEMENT	0.49%	136.1K	14.33M	-10.97K	-7.46%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.63%	451.12K	43.07M	-50.68K	-10.10%
Mar 31, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.2%	49.56K	4.73M	-365	-0.73%
Mar 31, 2026	MARINER, LLC	0.52%	142.35K	13.59M	3.99K	+2.88%
Mar 31, 2026	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.52%	142.76K	13.63M	-1.12K	-0.78%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	155.88K	15.09M	53.54K	+52.32%
Mar 31, 2026	PHOENIX HOLDINGS LTD.	0.72%	200K	11.36K	200K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.78%	215.88K	20.61M	-139.25K	-39.21%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.88%	242.1K	23.12M	-42.77K	-15.01%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.91%	250.04K	23.88M	-2.31K	-0.91%
Mar 31, 2026	MCKINLEY CARTER WEALTH SERVICES, INC.	0.98%	270.81K	25.86M	-97.44K	-26.46%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.23%	64.47K	6.16M	6.47K	+11.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.28%	353.86K	33.79M	132.42K	+59.80%
Mar 31, 2026	CWM, LLC	0.24%	66.68K	6.37M	-468	-0.70%
Mar 31, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.26%	70.37K	6.72M	475	+0.68%
Mar 31, 2026	ROYAL BANK OF CANADA	0.35%	96.42K	9.21M	-10.17K	-9.55%
Mar 31, 2026	JPMORGAN CHASE & CO	1.54%	424.57K	38.92M	25.14K	+6.29%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.38%	342.33K	32.68M	11.3K	+3.41%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.16%	596.1K	56.92M	67.65K	+12.80%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.17%	597.56K	57.05M	141.99K	+31.17%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.51%	692.43K	66.11M	-25.61K	-3.57%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	3.59%	991.89K	103.2M	-1.34M	-57.40%
Mar 31, 2026	LPL FINANCIAL LLC	4.68%	1.29M	123.4M	-88.76K	-6.43%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.17%	41.84K	3.99M	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	136.37K	13.02M	-32.55K	-19.27%
Mar 31, 2026	B&D WHITE CAPITAL COMPANY, LLC	1.26%	347.43K	33.17M	-133.84K	-27.81%
Mar 31, 2026	MORGAN STANLEY	3.95%	1.09M	104.09M	-22.08K	-1.98%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.13%	311.17K	29.71M	-38.43K	-10.99%
Mar 31, 2026	GM ADVISORY GROUP, INC.	1.29%	356.06K	34M	22.81K	+6.85%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.29%	81.51K	8.48M	6.3K	+8.38%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.19%	54.64K	5.68M	-44	-0.08%
Dec 31, 2025	IPSEN ADVISOR GROUP LLC	0.19%	53.92K	5.61M	-13.86K	-20.45%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.77%	221.44K	23.04M	-54.82K	-19.84%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.86%	252.35K	26.26M	-29.41K	-10.44%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	60.2K	6.26M	1.5K	+2.56%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.21%	61.51K	6.4M	-279	-0.45%
Dec 31, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.22%	61.55K	6.4M	-6.36K	-9.36%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	7.9%	2.33M	242.22M	-9.19K	-0.39%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.27%	76.56K	7.97M	15K	+24.37%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.19%	349.6K	36.37M	-12.89K	-3.56%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.7%	501.8K	52.21M	-12.4K	-2.41%
Dec 31, 2025	CLEARSTEAD TRUST, LLC	1.72%	495.83K	51.59M	8.67K	+1.78%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.79%	528.45K	54.98M	33.95K	+6.87%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.41%	116.9K	12.16M	512	+0.44%
Dec 31, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.12%	33.26K	3.46M	-549	-1.62%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.12%	33.89K	3.53M	355	+1.06%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.44%	718.04K	74.71M	41.03K	+6.06%
Dec 31, 2025	MORGAN STANLEY	3.77%	1.11M	115.72M	-260.66K	-18.99%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.14%	39.33K	4.09M	8.63K	+28.12%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.43%	125.5K	13.06M	3.05K	+2.49%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.24%	68.69K	7.15M	-760	-1.09%
Dec 31, 2025	WHITE PINE INVESTMENT CO	0.24%	68.4K	7.12M	523	+0.77%
Dec 31, 2025	ROYAL BANK OF CANADA	0.36%	106.59K	11.09M	19.01K	+21.71%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	102.34K	10.8M	-340	-0.33%
Dec 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.25%	69.9K	7.27M	-1.73K	-2.42%
Dec 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.52%	147.07K	15.57M	-7.21K	-4.67%
Dec 31, 2025	GM ADVISORY GROUP, INC.	1.16%	333.25K	34.67M	47.16K	+16.49%
Dec 31, 2025		1.65%	474.9K	4.57M	470.33K	+10,289.43%
Dec 31, 2025	MARINER, LLC	0.48%	138.36K	14.4M	13.26K	+10.60%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	81.7K	8.5M	-19.92K	-19.61%
Dec 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.18%	49.93K	5.19M	-180	-0.36%
Dec 31, 2025	DENTGROUP LLC	0.17%	49.38K	5.14M	-564	-1.13%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.29%	85.6K	8.91M	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.27%	79.44K	8.26M	71.87K	+949.66%
Dec 31, 2025	ARCADIA WEALTH MANAGEMENT, LLC	0.17%	47.78K	4.97M	258	+0.54%
Dec 31, 2025	CORSICANA & CO.	0.15%	43.71K	4.55M	330	+0.76%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.15%	41.84K	4.35M	-97	-0.23%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	1.99%	586.63K	61.03M	-13.19K	-2.20%
Dec 31, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.12%	33.38K	3.47M	-1.51K	-4.33%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.39%	110.33K	11.48M	-921	-0.83%
Dec 31, 2025	MADISON WEALTH PARTNERS, INC	0.14%	40.14K	4.18M	-497	-1.22%
Dec 31, 2025	CITIGROUP INC	0.12%	33.32K	3.47M	-7.03K	-17.42%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	93.69K	9.75M	4.01K	+4.47%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.18%	53.55K	5.57M	-20	-0.04%
Dec 31, 2025	LPL FINANCIAL LLC	4.79%	1.38M	143.69M	86.68K	+6.70%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	53.15K	5.53M	-1.3K	-2.39%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.18%	50.34K	5.24M	1.27K	+2.58%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.2%	57.6K	5.99M	-613	-1.05%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.15%	331.03K	34.44M	-1.89K	-0.57%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.99%	284.87K	29.64M	9.2K	+3.34%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.57%	168.91K	17.57M	17.28K	+11.39%
Dec 31, 2025	UBS GROUP AG	1.21%	355.13K	36.95M	-11.56K	-3.15%
Dec 31, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	1.29%	368.25K	38.31M	-76.2K	-17.14%
Dec 31, 2025	JPMORGAN CHASE & CO	1.4%	399.43K	41.56M	22.9K	+6.08%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.55%	455.57K	47.4M	98.62K	+27.63%
Dec 31, 2025	B&D WHITE CAPITAL COMPANY, LLC	1.67%	481.28K	50.07M	-4.72K	-0.97%
Dec 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.15%	42.31K	4.4M	30.92K	+271.53%
Dec 31, 2025	CWM, LLC	0.23%	67.15K	6.99M	-385	-0.57%
Dec 31, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.51%	143.88K	14.97M	-3.12K	-2.13%
Dec 31, 2025	SUNBURST FINANCIAL GROUP, LLC	0.2%	56.13K	5.84M	-279	-0.49%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.2%	58K	6.04M	2.05K	+3.65%
Sep 30, 2025	LPL FINANCIAL LLC	4.38%	1.29M	135.01M	-49.95K	-3.72%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	2.03%	599.83K	62.56M	1.26K	+0.21%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.17%	49.07K	5.12M	-25.31K	-34.03%
Sep 30, 2025	ARCADIA WEALTH MANAGEMENT, LLC	0.16%	47.52K	4.96M	47.52K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.15%	45.36K	4.73M	-2.91K	-6.02%
Sep 30, 2025	CORSICANA & CO.	0.15%	43.38K	4.52B	43.38K	+100.00%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.14%	41.94K	4.37M	282	+0.68%
Sep 30, 2025	MADISON WEALTH PARTNERS, INC	0.14%	40.64K	4.24M	-198	-0.48%
Sep 30, 2025	CITIGROUP INC	0.14%	40.34K	4.21M	6.62K	+19.62%
Sep 30, 2025	RFG ADVISORY, LLC	0.13%	38.19K	3.98M	-650	-1.67%
Sep 30, 2025	TWIN FOCUS CAPITAL PARTNERS, LLC	0.12%	35.14K	3.67M	0	0
Sep 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.12%	34.89K	3.64M	-1.28K	-3.53%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.12%	34.66K	3.61M	-8.4K	-19.51%
Sep 30, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.11%	33.81K	3.53M	-3.08K	-8.36%
Sep 30, 2025		0.11%	32.19K	3.36M	32.19K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.1%	30.7K	3.2M	6.66K	+27.72%
Sep 30, 2025	FMR LLC	0.1%	30.15K	3.14M	908	+3.11%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.25%	75.21K	7.84M	7.16K	+10.52%
Sep 30, 2025	SUNBURST FINANCIAL GROUP, LLC	0.19%	56.41K	5.88M	-5.13K	-8.33%
Sep 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	1.5%	444.45K	46.36M	-16.63K	-3.61%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.13%	332.92K	34.74M	-14.82K	-4.26%
Sep 30, 2025	GM ADVISORY GROUP, INC.	0.97%	286.08K	29.84M	39.56K	+16.05%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.95%	281.76K	28.91M	174.52K	+162.73%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	276.26K	28.81M	33.68K	+13.88%
Sep 30, 2025	MARINER, LLC	0.42%	125.09K	13.05M	24.45K	+24.29%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.41%	122.45K	12.77M	3.51K	+2.95%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.39%	116.39K	12.14M	2.28K	+2.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.39%	113.85K	11.87M	89.96K	+376.49%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.38%	111.25K	11.6M	-512	-0.46%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	102.68K	10.75M	1.71K	+1.69%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	101.62K	10.6M	14.35K	+16.44%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.3%	89.69K	9.35M	-1.7K	-1.85%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.29%	85.6K	8.93M	-46	-0.05%
Sep 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.24%	71.63K	7.47M	-93	-0.13%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.23%	69.45K	7.24M	-1.34K	-1.90%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.21%	61.56K	6.42M	9.01K	+17.14%
Sep 30, 2025	GOODMAN ADVISORY GROUP, LLC	0.63%	185.4K	19.34M	420	+0.23%
Sep 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.52%	154.28K	16.09M	4.1K	+2.73%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.51%	151.64K	15.82M	-16.06K	-9.57%
Sep 30, 2025	DENTGROUP LLC	0.17%	49.94K	5.21M	11.7K	+30.60%
Sep 30, 2025	ADVISORSHARES INVESTMENTS LLC	1.36%	401.85K	41.91M	401.85K	+100.00%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.2%	58.21K	6.07M	-481	-0.82%
Sep 30, 2025	B&D WHITE CAPITAL COMPANY, LLC	1.64%	486K	50.69M	137.3K	+39.38%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.21%	356.95K	37.23M	52.68K	+17.32%
Sep 30, 2025	UBS GROUP AG	1.24%	366.69K	38.25M	64.11K	+21.19%
Sep 30, 2025	ROYAL BANK OF CANADA	0.3%	87.58K	9.13M	3.21K	+3.80%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	7.91%	2.34M	243.78M	-94.8K	-3.90%
Sep 30, 2025	MORGAN STANLEY	4.64%	1.37M	143.2M	-78.36K	-5.40%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.21%	61.79K	6.44M	-1.51K	-2.39%
Sep 30, 2025	TRINITY WEALTH MANAGEMENT, LLC	0.22%	63.67K	6.64M	63.67K	+100.00%
Sep 30, 2025	CWM, LLC	0.23%	67.53K	7.04M	0	0
Sep 30, 2025	IPSEN ADVISOR GROUP LLC	0.23%	67.79K	7.07M	-559	-0.82%
Sep 30, 2025	JPMORGAN CHASE & CO	1.27%	376.53K	39.27M	69.28K	+22.55%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	58.7K	6.12M	-30.9K	-34.49%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.67%	494.5K	51.58M	383.59K	+345.86%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	362.49K	37.81M	-8.58K	-2.31%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.93%	275.67K	28.75M	-2.94K	-1.05%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.74%	514.2K	53.63M	41.28K	+8.73%
Sep 30, 2025	CLEARSTEAD TRUST, LLC	1.65%	487.16K	50.81M	-6.43K	-1.30%
Sep 30, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.5%	147.01K	15.33M	-1.08K	-0.73%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.18%	53.57K	5.59M	-20	-0.04%
Sep 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.17%	50.11K	5.23M	-810	-1.59%
Sep 30, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.23%	67.91K	7.08M	-1.92K	-2.75%
Sep 30, 2025	WHITE PINE INVESTMENT CO	0.23%	67.87K	7.08M	-317	-0.46%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	55.95K	5.84M	1.87K	+3.46%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.19%	54.68K	5.7M	-461	-0.84%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	54.45K	5.68M	331	+0.61%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.29%	677.01K	70.61M	34.36K	+5.35%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.98%	278.61K	27M	2.72K	+0.98%
Jun 30, 2025	CLEARSTEAD TRUST, LLC	1.74%	493.59K	47.83M	-13.01K	-2.57%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	54.12K	5.24M	-675	-1.23%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	8.58%	2.43M	235.67M	-171.67K	-6.59%
Jun 30, 2025	JPMORGAN CHASE & CO	1.08%	307.25K	29.77M	-14.43K	-4.48%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	107.24K	10.39M	-16.4K	-13.26%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.26%	74.39K	7.21M	-8.86K	-10.64%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.21%	58.69K	5.69M	-554	-0.94%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.31%	371.07K	35.96M	-54.39K	-12.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.07%	304.26K	29.48M	199.84K	+191.37%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.4%	114.11K	11.06M	-46.52K	-28.96%
Jun 30, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.25%	69.83K	6.77M	-410	-0.58%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.24%	68.05K	6.59M	12.88K	+23.34%
Jun 30, 2025	CWM, LLC	0.24%	67.53K	6.54M	-988	-1.44%
Jun 30, 2025	UBS GROUP AG	1.07%	302.59K	29.32M	-129	-0.04%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.39%	111.76K	10.83M	-8.48K	-7.05%
Jun 30, 2025	ROYAL BANK OF CANADA	0.3%	84.37K	8.18M	-556	-0.65%
Jun 30, 2025	LPL FINANCIAL LLC	4.74%	1.34M	130.27M	-77.27K	-5.44%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	2.11%	598.56K	58M	13.24K	+2.26%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.87%	246.53K	23.89M	159.16K	+182.18%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	242.58K	23.51M	-65.65K	-21.30%
Jun 30, 2025	GOODMAN ADVISORY GROUP, LLC	0.65%	184.98K	17.92M	184.98K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.59%	167.69K	16.25M	17.89K	+11.94%
Jun 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.53%	150.18K	14.55M	2.9K	+1.97%
Jun 30, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.52%	148.09K	14.35M	-670	-0.45%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.39%	110.91K	10.75M	46.38K	+71.87%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	100.97K	9.84M	2.97K	+3.03%
Jun 30, 2025	MARINER, LLC	0.36%	100.65K	9.75M	10.4K	+11.53%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	91.38K	8.85M	9.74K	+11.92%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	89.6K	8.68M	82K	+1,078.95%
Jun 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.25%	71.72K	6.95M	574	+0.81%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.25%	70.8K	6.86M	-208	-0.29%
Jun 30, 2025	IPSEN ADVISOR GROUP LLC	0.24%	68.35K	6.62M	2.04K	+3.08%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	87.27K	8.46M	18.17K	+26.29%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.27%	642.66K	62.27M	-13.04K	-1.99%
Jun 30, 2025	B&D WHITE CAPITAL COMPANY, LLC	1.23%	348.7K	33.79M	348.7K	+100.00%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.89%	251.94K	2.6M	249.34K	+9,590.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.42%	118.94K	11.53M	-131.36K	-52.48%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.22%	63.3K	6.13M	-108	-0.17%
Jun 30, 2025	SUNBURST FINANCIAL GROUP, LLC	0.22%	61.54K	5.96M	-164	-0.27%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.22%	61.42K	5.95M	59.37K	+2,904.70%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.19%	55.14K	5.34M	-829	-1.48%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.3%	85.64K	8.3M	0	0
Jun 30, 2025	WHITE PINE INVESTMENT CO	0.24%	68.19K	6.61M	-234	-0.34%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	54.08K	5.24M	655	+1.23%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.19%	53.59K	5.19M	-694	-1.28%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.67%	472.92K	45.83M	-68.59K	-12.67%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.23%	347.74K	33.7M	4.48K	+1.30%
Jun 30, 2025	MORGAN STANLEY	5.12%	1.45M	140.63B	-336	-0.02%
Jun 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	1.63%	461.07K	44.68M	1.83K	+0.40%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.35%	383K	37.11M	8.7K	+2.32%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	54.8K	4.44M	-6.19K	-10.16%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.22%	55.17K	4.47M	11.76K	+27.08%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	81.65K	6.61M	34.33K	+72.56%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.22%	55.97K	4.53M	5.05K	+9.92%
Mar 31, 2025	MARINER, LLC	0.36%	90.24K	7.31M	-5.16K	-5.41%
Mar 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	0.21%	52.7K	4.27M	-1.1K	-2.05%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.21%	53.83K	4.36M	14.3K	+36.18%
Mar 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.22%	54.29K	4.4M	-740	-1.34%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.22%	55.99K	4.53M	-8.46K	-13.13%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.24%	59.25K	4.8M	337	+0.57%
Mar 31, 2025	SUNBURST FINANCIAL GROUP, LLC	0.25%	61.7K	5M	-1.07K	-1.71%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.25%	63.41K	5.14M	-579	-0.90%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	64.53K	5.23M	-99.89K	-60.75%
Mar 31, 2025	IPSEN ADVISOR GROUP LLC	0.26%	66.3K	5.37M	1.09K	+1.67%
Mar 31, 2025	WHITE PINE INVESTMENT CO	0.27%	68.42K	5.54M	-567	-0.82%
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.28%	71K	5.75M	-1.01K	-1.41%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.33%	85.64K	6.94M	710	+0.84%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.33%	83.25K	6.74M	5.22K	+6.69%
Mar 31, 2025	ROYAL BANK OF CANADA	0.34%	84.93K	6.88M	1.44K	+1.73%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.4%	101.11K	8.2M	101.11K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.42%	104.43K	8.46M	-134.18K	-56.23%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.48%	120.24K	9.74M	-366	-0.30%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	123.64K	10.01M	-16.67K	-11.88%
Mar 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.59%	147.28K	11.93M	4.6K	+3.23%
Mar 31, 2025	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.59%	148.76K	12.05M	443	+0.30%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.6%	149.81K	12.13M	-1.5K	-0.99%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.64%	160.63K	13.01M	53.25K	+49.59%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1%	250.29K	20.27M	130.62K	+109.15%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.37%	343.26K	27.83M	-13.97K	-3.91%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.49%	374.3K	30.31M	-3.2K	-0.85%
Mar 31, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	1.83%	459.24K	37.19M	459.24K	+100.00%
Mar 31, 2025	CLEARSTEAD TRUST, LLC	2.02%	506.59K	41.03M	23.57K	+4.88%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.16%	541.51K	43.86M	-16.45K	-2.95%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	2.33%	585.33K	47.41M	-7.14K	-1.21%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.61%	655.69K	53.1M	-22.04K	-3.25%
Mar 31, 2025	CWM, LLC	0.27%	68.52K	5.55M	3.75K	+5.79%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	69.11K	5.6M	2.62K	+3.93%
Mar 31, 2025	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.28%	70.24K	5.69M	-530	-0.75%
Mar 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.28%	71.14K	5.76M	6.29K	+9.70%
Mar 31, 2025	MORGAN STANLEY	5.78%	1.45M	117.57M	12.08K	+0.84%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	10.37%	2.6M	210.88M	-150.06K	-5.45%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	53.43K	4.33M	2.78K	+5.48%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.35%	87.37K	7.08M	69.23K	+381.81%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	98K	7.94M	981	+1.01%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.69%	425.46K	34.46M	5.84K	+1.39%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.1%	275.89K	22.35M	-1.14K	-0.41%
Mar 31, 2025	UBS GROUP AG	1.21%	302.71K	24.52M	-10.85K	-3.46%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.23%	308.23K	24.96M	2.44K	+0.80%
Mar 31, 2025	LPL FINANCIAL LLC	5.66%	1.42M	115.14M	2.89K	+0.20%
Mar 31, 2025	JPMORGAN CHASE & CO	1.28%	321.68K	26.05M	10.08K	+3.23%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.91%	237.51K	17.93M	9.94K	+4.37%
Mar 31, 2024	THRIVE CAPITAL MANAGEMENT, LLC	3.5%	911.74K	47M	911.74K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	4.41%	1.26M	95.33M	205.7K	+19.45%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	57.35K	4.33M	5.08K	+9.71%
Mar 31, 2024	JOHNSON INVESTMENT COUNSEL INC	0.23%	58.71K	4.43M	-189	-0.32%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.23%	60.56K	4.57M	-717	-1.17%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.24%	62.52K	4.72M	-10.1K	-13.91%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	70.74K	5.34M	-4.44K	-5.91%
Mar 31, 2024	ASPIRE WEALTH MANAGEMENT CORP	0.38%	99.47K	7.51M	-864	-0.86%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.39%	111.9K	8.45M	104.35K	+1,382.17%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	10.85%	2.82M	213.19M	-363.8K	-11.41%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.12%	34.01K	2.57M	-1.13K	-3.21%
Mar 31, 2024	GENWEALTH GROUP, INC.	0.12%	34.62K	2.61M	-304	-0.87%
Mar 31, 2024	BRAND ASSET MANAGEMENT GROUP, INC.	0.13%	36.5K	2.75M	0	0
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.13%	36.82K	2.78M	-2.5K	-6.36%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.14%	38.89K	2.81M	38.89K	+100.00%
Mar 31, 2024	RFG ADVISORY, LLC	0.14%	39.2K	2.96M	2.72K	+7.46%
Mar 31, 2024	MADISON WEALTH PARTNERS, INC	0.16%	44.63K	3.37M	217	+0.49%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.16%	44.89K	3.39M	543	+1.22%
Mar 31, 2024	CWM, LLC	0.16%	45.85K	3.46M	-448	-0.97%
Mar 31, 2024	DENTGROUP LLC	0.17%	48.59K	3.67M	-4.61K	-8.66%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.17%	49.23K	3.66M	54	+0.11%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.19%	54.37K	4.1M	1.27K	+2.40%
Mar 31, 2024	RETIREMENT PLANNING GROUP	0.19%	50.62K	3.82M	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.2%	51.71K	3.9M	-30	-0.06%
Mar 31, 2024	CREATIVE PLANNING	0.2%	57.53K	4.34M	-85	-0.15%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	59.97K	4.53M	-15.31K	-20.34%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.21%	54.96K	4.15M	11.74K	+27.17%
Mar 31, 2024	WHITE PINE INVESTMENT CO	0.25%	64.61K	4.88M	463	+0.72%
Mar 31, 2024	MARIETTA WEALTH MANAGEMENT, LLC	0.25%	65.84K	4.97M	-287	-0.43%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.27%	70.09K	5.29M	1.36K	+1.98%
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.28%	72.4K	4.91M	0	0
Mar 31, 2024	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.3%	77.28K	5.83M	-1.2K	-1.53%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.31%	88.91K	6.71M	-5.64K	-5.97%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.31%	80.91K	6.11M	-3.43K	-4.07%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.34%	89.64K	6.77M	16.13K	+21.94%
Mar 31, 2024	MARINER, LLC	0.35%	90.68K	6.84M	8.93K	+10.93%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	92.35K	6.97M	15.89K	+20.78%
Mar 31, 2024	PENSIONMARK FINANCIAL GROUP, LLC	0.41%	105.89K	7.99M	105.89K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.41%	118.28K	8.93M	7.78K	+7.04%
Mar 31, 2024	LONGVIEW WEALTH MANAGEMENT	0.43%	112.19K	8.47M	17.82K	+18.89%
Mar 31, 2024	SUNBURST FINANCIAL GROUP, LLC	0.43%	113.02K	8.53M	-21.99K	-16.29%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.45%	116.9K	8.82M	2.71K	+2.37%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.46%	119.66K	9.03M	-256	-0.21%
Mar 31, 2024	SANCTUARY WEALTH MANAGEMENT, L.L.C.	0.54%	140.85K	10.63M	16.16K	+12.96%
Mar 31, 2024	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.6%	154.97K	11.7M	-1.6K	-1.02%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.6%	156.62K	11.82M	-6.34K	-3.89%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.64%	165.73K	12.51M	98.15K	+145.24%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.66%	189.12K	14.27M	76.98K	+68.65%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.75%	214.44K	16.19M	-5.48K	-2.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.94%	268.41K	20.26M	96	+0.04%
Mar 31, 2024	UBS GROUP AG	1.11%	317.32K	23.95M	-31.98K	-9.16%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.37%	391.56K	29.55M	108	+0.03%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	1.39%	362.04K	27.33M	-12.27K	-3.28%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.7%	441.82K	33.35M	441.82K	+100.00%
Mar 31, 2024	CLEARSTEAD TRUST, LLC	1.95%	506.18K	38.21M	-3.13K	-0.62%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2%	573.54K	43.29M	-22.79K	-3.82%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.5%	716.59K	54.09M	-16.75K	-2.28%
Mar 31, 2024	FAS WEALTH PARTNERS, INC.	2.53%	659.05K	49.75M	18.73K	+2.92%
Mar 31, 2024	MORGAN STANLEY	4.86%	1.39M	105.19M	4.39K	+0.32%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.61%	175.81K	13.27M	17K	+10.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.41%	110.5K	7.49M	-56.94K	-34.00%
Dec 31, 2023	CORNERSTONE WEALTH MANAGEMENT, LLC	0.43%	114.19K	7.74M	-5.8K	-4.83%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.45%	119.92K	8.13M	9.53K	+8.63%
Dec 31, 2023	SANCTUARY WEALTH MANAGEMENT, L.L.C.	0.47%	124.69K	8.46M	124.67K	+733,364.71%
Dec 31, 2023	SUNBURST FINANCIAL GROUP, LLC	0.51%	135K	9.16M	-5.49K	-3.91%
Dec 31, 2023	KILEY JUERGENS WEALTH MANAGEMENT, LLC	0.59%	156.57K	10.62M	-761	-0.48%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.6%	158.81K	10.77M	73.29K	+85.69%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.61%	162.97K	11.05M	-2.41K	-1.45%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.82%	219.92K	14.91M	-62.79K	-22.21%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.85%	227.57K	15.43M	23.34K	+11.43%
Dec 31, 2023	JPMORGAN CHASE & CO	1.01%	268.31K	18.2M	66.6K	+33.01%
Dec 31, 2023	UBS GROUP AG	1.31%	349.3K	23.69M	3.02K	+0.87%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	1.4%	374.31K	25.39M	16.35K	+4.57%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.47%	391.45K	26.61M	20.82K	+5.62%
Dec 31, 2023	CLEARSTEAD TRUST, LLC	1.91%	509.31K	34.54M	-104.75K	-17.06%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.24%	596.33K	40.44M	-9.8K	-1.62%
Dec 31, 2023	FAS WEALTH PARTNERS, INC.	2.4%	640.32K	43.43M	-68.16K	-9.62%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.75%	733.34K	49.74M	-16.9K	-2.25%
Dec 31, 2023	LPL FINANCIAL LLC	3.96%	1.06M	71.71M	-81.25K	-7.14%
Dec 31, 2023	MORGAN STANLEY	5.21%	1.39M	94.22M	42.96K	+3.19%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	11.95%	3.19M	216.23M	-299	-0.01%
Dec 31, 2023	MADISON WEALTH PARTNERS, INC	0.17%	44.41K	3.01M	345	+0.78%
Dec 31, 2023	CWM, LLC	0.17%	46.3K	3.14M	-1.87K	-3.89%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.18%	49.17K	3.33M	476	+0.98%
Dec 31, 2023	RETIREMENT PLANNING GROUP	0.19%	50.62K	3.43M	-3.58K	-6.61%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.19%	51.74K	3.51M	25.01K	+93.59%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	52.27K	3.54M	14.36K	+37.87%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.2%	53.1K	3.6M	-1.35K	-2.47%
Dec 31, 2023	DENTGROUP LLC	0.2%	53.19K	3.61M	-10.92K	-17.04%
Dec 31, 2023	CREATIVE PLANNING	0.22%	57.61K	3.91M	-192	-0.33%
Dec 31, 2023	JOHNSON INVESTMENT COUNSEL INC	0.22%	58.9K	3.99M	0	0
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.23%	61.28K	4.16M	-130	-0.21%
Dec 31, 2023	WHITE PINE INVESTMENT CO	0.24%	64.15K	4.35M	1.97K	+3.17%
Dec 31, 2023	MARIETTA WEALTH MANAGEMENT, LLC	0.25%	66.12K	4.48M	584	+0.89%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.25%	67.58K	4.58M	58.09K	+612.42%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.26%	68.73K	4.66M	6.53K	+10.50%
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	0.27%	72.4K	4.91M	0	0
Dec 31, 2023	ONE CAPITAL MANAGEMENT, LLC	0.27%	72.62K	4.93M	6.54K	+9.90%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.28%	73.51K	4.99M	-217	-0.29%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.42%	112.14K	7.61M	-72.76K	-39.35%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	75.18K	5.1M	917	+1.23%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	75.28K	5.11M	5.78K	+8.31%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	76.46K	5.19M	-835	-1.08%
Dec 31, 2023	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	0.29%	78.48K	5.32M	53.96K	+220.04%
Dec 31, 2023	MARINER, LLC	0.31%	81.74K	5.54M	9.24K	+12.75%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.32%	84.34K	5.72M	10.4K	+14.06%
Dec 31, 2023		0.35%	94.36K	6.36M	94.36K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.35%	94.55K	6.41M	22.86K	+31.89%
Dec 31, 2023	ASPIRE WEALTH MANAGEMENT CORP	0.38%	100.33K	6.8M	58	+0.06%
Dec 31, 2023	DB WEALTH MANAGEMENT GROUP, LLC	0.38%	102.09K	6.92M	19.31K	+23.33%

ILCG Stock Ownership Breakdown

iShares Morningstar Growth ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions