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

Who are the major shareholders selling iShares Core MSCI Pacific ETF stock?

MATHER GROUP, LLC., in the last quarter, reduced its stake in IPAC by -0.57% restricting it's holding to 654.72 thousand shares of worth nearly $53.64M. ASSETMARK, INC also lessened -1.35% of the IPAC shares from its portfolio, reducing its holding to 940.86 thousand shares of worth $77.08M. ENVESTNET ASSET MANAGEMENT INC also shunned IPAC shares holding by -33.83% last quarter which brought its holding to 2.68 million shares worth $219.38M.

Investors who are buying IPAC stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in IPAC by 3.2% in the last quarter. The institutional holder raised its holding to 1.03 million shares having worth more than $84.08M. JPMORGAN CHASE & CO also added 17.33% more shares of IPAC to its portfolio, raising its holding to 2.84 million shares of worth $232.84M. VISTA PRIVATE WEALTH PARTNERS. LLC also increased its IPAC shares holding by 4.61% which brought its holding to 29.98 thousand shares worth $2.59M.

IPAC's major insiders: who are they?

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

Did an insider recently sell IPAC stock?

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

Which insider recently purchased IPAC stock?

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

How much of IPAC does insiders own?

Around 0 iShares Core MSCI Pacific ETF shares are held by insiders, which represents about N/A of IPAC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IPAC?

MATHER GROUP, LLC. is the largest institutional owner in IPAC which holds 654.72 thousand shares worth $53.64M or 2.1% of the total IPAC shares outstanding followed by ASSETMARK, INC with ownership of 940.86 thousand shares representing 3.02% of the IPAC ownership. MORGAN STANLEY is the third largest stakeholder with 1.03 million shares or 3.3% of the ownership worth more than $84.08M.

Is iShares Core MSCI Pacific 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 IPAC is concerned, it is a stock which is optionable.

Is there a short position on IPAC's shares?

Number of IPAC 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 IPAC shares are there?

As of today, null shares of IPAC are outstanding.

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

IPAC 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 IPAC is null.

iShares Core MSCI Pacific ETF (IPAC) 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. MATHER GROUP, LLC. is the top corporate investor, holding 654.72K shares valued at $53.64M. A 2.1% stake in iShares Core MSCI Pacific ETF is owned by the company. ASSETMARK, INC owns 940.86K shares valued at $77.08M, which translates its holding of 3.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MATHER GROUP, LLC.	2.1%	654.72K	53.64M	-3.76K	-0.57%
Jun 30, 2026	ASSETMARK, INC	3.02%	940.86K	77.08M	-12.92K	-1.35%
Jun 30, 2026	MORGAN STANLEY	3.3%	1.03M	84.08M	31.79K	+3.20%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	8.61%	2.68M	219.38M	-1.37M	-33.83%
Jun 30, 2026	JPMORGAN CHASE & CO	9.14%	2.84M	232.84M	420.01K	+17.33%
Jun 30, 2026	RONALD BLUE TRUST, INC.	19.22%	5.98M	489.73M	-150.46K	-2.46%
Jun 30, 2026	VISTA PRIVATE WEALTH PARTNERS. LLC	0.1%	29.98K	2.59M	1.32K	+4.61%
Jun 30, 2026	FINANCIAL GRAVITY COMPANIES, INC.	0.21%	65.76K	5.39M	65.76K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.33%	101.79K	8.34M	44.02K	+76.21%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.47%	146.5K	12M	6.67K	+4.77%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.52%	163.13K	13.37M	27.75K	+20.49%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.65%	203.33K	16.66M	2.17K	+1.08%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.66%	204.31K	16.74M	338	+0.17%
Jun 30, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	0.72%	225.18K	18.45M	-11.26K	-4.76%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.73%	226.26K	18.54M	74.39K	+48.99%
Jun 30, 2026	BESSEMER GROUP INC	0.82%	254.77K	20.87M	-173.85K	-40.56%
Jun 30, 2026	MANDATUM LIFE INSURANCE CO LTD	0.84%	261.85K	21.45M	31.25K	+13.55%
Jun 30, 2026	SMITHFIELD TRUST CO	1.07%	334.31K	27.38M	-11.45K	-3.31%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.3%	404.72K	33.16M	1.22K	+0.30%
Jun 30, 2026	MACQUARIE MANAGEMENT HOLDINGS, INC.	3.52%	1.09M	89.71M	1.09M	+100.00%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	3.87%	1.2M	98.5M	1.2M	+100.00%
Jun 30, 2026	FORTIS CAPITAL ADVISORS, LLC	0.08%	25.13K	2.06M	-4.15K	-14.17%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.08%	25.13K	2.06M	-4.15K	-14.17%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.87%	1.2M	98.5M	305.89K	+34.12%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.1%	30.76K	2.52M	17.97K	+140.58%
Jun 30, 2026	MILLINGTON FINANCIAL ADVISORS, LLC	0.1%	31.32K	2.54M	1.05K	+3.45%
Jun 30, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.09%	28.68K	2.35M	-855	-2.89%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.1%	29.55K	2.42M	6.41K	+27.70%
Jun 30, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.11%	33.87K	2.78M	-1.08K	-3.09%
Jun 30, 2026	FDX ADVISORS, INC.	0.13%	38.99K	3.19M	-2.06K	-5.01%
Jun 30, 2026	UBS GROUP AG	0.29%	88.9K	7.28M	1.57K	+1.80%
Jun 30, 2026	AMUNDI	0.34%	105.51K	8.64M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.35%	109.73K	8.99M	-2.12K	-1.90%
Jun 30, 2026	GENTRUST, LLC	0.43%	132.98K	10.89M	-2.71K	-2.00%
Jun 30, 2026	GARDE CAPITAL, INC.	0.45%	138.79K	11.37M	-1.5K	-1.07%
Jun 30, 2026	BLACKROCK, INC.	0.45%	140.97K	11.55M	-10.49K	-6.92%
Jun 30, 2026	VIDENT ADVISORY, LLC	0.49%	151.5K	12.41M	6.05K	+4.16%
Jun 30, 2026	ELM PARTNERS MANAGEMENT LLC	1.72%	533.83K	43.74M	25.99K	+5.12%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.96%	610.5K	50.02M	6.99K	+1.16%
Jun 30, 2026	ES4, LLC	0.17%	51.65K	4.23M	536	+1.05%
Jun 30, 2026	PRESILIUM PRIVATE WEALTH, LLC	0.09%	28.09K	2.3M	-566	-1.98%
Jun 30, 2026	BLUE EDGE CAPITAL, LLC	0.48%	148.37K	12.16M	721	+0.49%
Jun 30, 2026	LAZARD ASSET MANAGEMENT LLC	0.23%	70.36K	5.76M	-607	-0.86%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.23%	71.81K	5.88M	-183	-0.25%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	77.36K	6.35M	-1.36K	-1.73%
Jun 30, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.23%	72.7K	5.96M	-3.71K	-4.86%
Jun 30, 2026	COLUMBUS MACRO, LLC	0.28%	88.05K	7.21M	1.09K	+1.25%
Jun 30, 2026	MCCARTER PRIVATE WEALTH SERVICES LLC	0.06%	17.58K	1.44M	-4.55K	-20.55%
Jun 30, 2026	LVZ, INC.	0.06%	17.78K	1.46M	-3.2K	-15.26%
Jun 30, 2026	RICHARDSON FINANCIAL SERVICES INC.	0.06%	18.26K	1.5M	-394	-2.11%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	19.26K	1.58M	60	+0.31%
Jun 30, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.09%	27.89K	2.29M	-3.57K	-11.34%
Jun 30, 2026	SECURITY NATIONAL BANK	0.06%	20.07K	1.64M	13.69K	+214.86%
Jun 30, 2026	VONTOBEL HOLDING LTD.	0.07%	20.69K	1.7M	907	+4.58%
Jun 30, 2026	PAX FINANCIAL GROUP, LLC	0.07%	21.26K	1.74M	-716	-3.26%
Jun 30, 2026	FAMILY LEGACY, INC.	0.07%	23.19K	1.9M	-57	-0.25%
Jun 30, 2026	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.08%	24.13K	1.98M	479	+2.02%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.13%	41.06K	3.36M	898	+2.24%
Jun 30, 2026		0.16%	51.65K	4.23M	536	+1.05%
Jun 30, 2026	CREATIVE PLANNING	0.21%	65.2K	5.34M	3.41K	+5.52%
Jun 30, 2026	HALLMARK CAPITAL MANAGEMENT INC	0.59%	182.29K	14.94M	-2.14K	-1.16%
Jun 30, 2026	GREENWOOD CAPITAL ASSOCIATES LLC	0.61%	190.96K	15.65M	8.13K	+4.45%
Jun 30, 2026	ERTS WEALTH ADVISORS, LLC	0.67%	208.89K	17.11M	-1K	-0.48%
Mar 31, 2026	FAMILY LEGACY, INC.	0.08%	23.24K	1.78M	-1.36K	-5.54%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	12.92%	4.05M	309.61M	100.28K	+2.54%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.1%	31.46K	2.41M	-1.89K	-5.66%
Mar 31, 2026	HALLMARK CAPITAL MANAGEMENT INC	0.59%	184.43K	14.11M	10.69K	+6.15%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.65%	203.97K	15.61M	7.13K	+3.62%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.08%	23.14K	1.77M	-22	-0.10%
Mar 31, 2026	ELM PARTNERS MANAGEMENT LLC	1.62%	507.84K	37.71M	18.31K	+3.74%
Mar 31, 2026	MORGAN STANLEY	3.17%	994.42K	76.08M	67.4K	+7.27%
Mar 31, 2026	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.08%	23.66K	1.81M	1.07K	+4.75%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.13%	40.16K	3.07M	94	+0.23%
Mar 31, 2026	FDX ADVISORS, INC.	0.13%	41.04K	3.14M	41.04K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.2%	61.79K	4.73M	2.94K	+5.00%
Mar 31, 2026	UBS GROUP AG	0.28%	87.33K	6.68M	-78.9K	-47.46%
Mar 31, 2026	RICHARDSON FINANCIAL SERVICES INC.	0.06%	18.65K	1.43M	-778	-4.00%
Mar 31, 2026	CWM, LLC	0.07%	19.32K	1.48M	-773	-3.85%
Mar 31, 2026	VONTOBEL HOLDING LTD.	0.07%	19.79K	1.51M	175	+0.89%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.07%	19.81K	1.52M	-7.25K	-26.79%
Mar 31, 2026	LVZ, INC.	0.07%	20.98K	1.6M	-2.5K	-10.66%
Mar 31, 2026	PAX FINANCIAL GROUP, LLC	0.07%	21.97K	1.68M	-1.8K	-7.58%
Mar 31, 2026	JPMORGAN CHASE & CO	7.74%	2.42M	180.01M	222.41K	+10.10%
Mar 31, 2026	RONALD BLUE TRUST, INC.	19.56%	6.13M	468.85M	-202.64K	-3.20%
Mar 31, 2026	PRESILIUM PRIVATE WEALTH, LLC	0.09%	28.66K	2.19M	391	+1.38%
Mar 31, 2026	VISTA PRIVATE WEALTH PARTNERS. LLC	0.09%	28.66K	2.37M	-9.1K	-24.09%
Mar 31, 2026	FORTIS CAPITAL ADVISORS, LLC	0.09%	29.28K	2.24M	22.92K	+360.39%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.09%	29.28K	2.24M	22.92K	+360.39%
Mar 31, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.09%	29.54K	2.26M	-901	-2.96%
Mar 31, 2026	MILLINGTON FINANCIAL ADVISORS, LLC	0.1%	30.27K	2.4M	1.01K	+3.45%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.11%	34.95K	2.67M	-3.67K	-9.51%
Mar 31, 2026	AMUNDI	0.34%	105.51K	8.07M	-622	-0.59%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.64%	201.16K	15.39M	40.67K	+25.34%
Mar 31, 2026	ERTS WEALTH ADVISORS, LLC	0.67%	209.89K	16.06M	70.9K	+51.01%
Mar 31, 2026	MANDATUM LIFE INSURANCE CO LTD	0.74%	230.6K	17.64M	18.68K	+8.81%
Mar 31, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	0.75%	236.44K	18.09M	236.44K	+100.00%
Mar 31, 2026	SMITHFIELD TRUST CO	1.1%	345.76K	26.46M	3.39K	+0.99%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.29%	403.5K	30.87M	4.32K	+1.08%
Mar 31, 2026	BESSEMER GROUP INC	1.37%	428.62K	32.79M	43.41K	+11.27%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.93%	603.51K	46.17M	45.47K	+8.15%
Mar 31, 2026	MATHER GROUP, LLC.	2.1%	658.48K	50.38M	2.56K	+0.39%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.86%	896.4K	68.58M	-16.13K	-1.77%
Mar 31, 2026	ASSETMARK, INC	3.04%	953.77K	72.97M	-12.73K	-1.32%
Mar 31, 2026	LAZARD ASSET MANAGEMENT LLC	0.23%	70.96K	5.43M	-14.06K	-16.54%
Mar 31, 2026	LPL FINANCIAL LLC	0.36%	111.85K	8.56M	-3.78K	-3.27%
Mar 31, 2026	GARDE CAPITAL, INC.	0.45%	140.28K	10.73M	-4.06K	-2.82%
Mar 31, 2026	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.21%	64.85K	4.96M	7.01K	+12.13%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.23%	72K	5.51M	0	0
Mar 31, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.24%	76.41K	5.85M	-1.54K	-1.98%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	78.72K	6.02M	-2.99K	-3.66%
Mar 31, 2026	COLUMBUS MACRO, LLC	0.28%	86.96K	6.65M	119	+0.14%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	135.39K	10.35M	128.34K	+1,820.90%
Mar 31, 2026	GENTRUST, LLC	0.43%	135.69K	10.38M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.45%	139.83K	10.7M	14.1K	+11.21%
Mar 31, 2026	VIDENT ADVISORY, LLC	0.46%	145.45K	11.13M	5.25K	+3.75%
Mar 31, 2026	BLUE EDGE CAPITAL, LLC	0.47%	147.65K	11.3M	18.03K	+13.91%
Mar 31, 2026	BLACKROCK, INC.	0.48%	151.46K	11.59M	151.35K	+148,385.29%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.48%	151.87K	11.62M	107.67K	+243.59%
Mar 31, 2026	GREENWOOD CAPITAL ASSOCIATES LLC	0.58%	182.83K	13.99M	5.77K	+3.26%
Mar 31, 2026	JANE STREET GROUP, LLC	0.16%	49.84K	3.81M	49.84K	+100.00%
Mar 31, 2026		0.16%	51.11K	3.91M	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.18%	57.77K	4.42M	57.77K	+100.00%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.12%	33.35K	2.44M	117	+0.35%
Dec 31, 2025	LVZ, INC.	0.08%	23.48K	1.72M	7.36K	+45.67%
Dec 31, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.14%	37.75K	2.59M	0	0
Dec 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.21%	57.83K	4.23M	3.2K	+5.86%
Dec 31, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.08%	22.58K	1.65M	4.3K	+23.49%
Dec 31, 2025	ROYAL BANK OF CANADA	0.08%	21.4K	1.57M	-11.21K	-34.39%
Dec 31, 2025	TANAGER WEALTH MANAGEMENT LLP	0.04%	11.57K	847.33K	939	+8.83%
Dec 31, 2025	INMAN JAGER WEALTH MANAGEMENT, LLC	0.05%	12.56K	919.3K	-1.55K	-10.99%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	14.81K	1.08M	826	+5.91%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	15.38K	1.13M	15.38K	+100.00%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.14%	38.62K	2.83M	-507	-1.30%
Dec 31, 2025	CREATIVE PLANNING	0.21%	58.85K	4.31M	-2.34K	-3.82%
Dec 31, 2025	MCCARTER PRIVATE WEALTH SERVICES LLC	0.07%	18.32K	1.34M	10.12K	+123.32%
Dec 31, 2025	FAMILY LEGACY, INC.	0.09%	24.61K	1.8M	518	+2.15%
Dec 31, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.1%	28.26K	2.07M	-238	-0.84%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	44.2K	3.24M	36.32K	+460.56%
Dec 31, 2025		0.18%	51.11K	3.74M	51.11K	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.19%	53.85K	3.94M	53.85K	+100.00%
Dec 31, 2025	MANDATUM LIFE INSURANCE CO LTD	0.76%	211.92K	15.51M	27.86K	+15.13%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.3%	85.03K	6.22M	-3.29K	-3.72%
Dec 31, 2025	AMUNDI	0.38%	106.14K	7.77M	18.25K	+20.76%
Dec 31, 2025	ERTS WEALTH ADVISORS, LLC	0.5%	138.99K	10.18M	2.7K	+1.98%
Dec 31, 2025	VIDENT ADVISORY, LLC	0.5%	140.2K	10.26M	-3.96K	-2.75%
Dec 31, 2025	GARDE CAPITAL, INC.	0.52%	144.35K	10.57M	1.21K	+0.85%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.57%	160.49K	11.75M	16.29K	+11.29%
Dec 31, 2025	UBS GROUP AG	0.59%	166.22K	12.17M	77.55K	+87.45%
Dec 31, 2025	SMITHFIELD TRUST CO	1.23%	342.38K	25.06M	-7.73K	-2.21%
Dec 31, 2025	BESSEMER GROUP INC	1.39%	385.21K	28.2M	161.68K	+72.33%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.42%	399.18K	29.22M	-72	-0.02%
Dec 31, 2025	ELM PARTNERS MANAGEMENT LLC	1.76%	489.53K	35.84M	16.18K	+3.42%
Dec 31, 2025	STIFEL FINANCIAL CORP	2%	558.05K	40.85M	13.68K	+2.51%
Dec 31, 2025	MATHER GROUP, LLC.	2.34%	655.92K	48.02M	19.72K	+3.10%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.28%	912.52K	66.81M	-30.76K	-3.26%
Dec 31, 2025	MORGAN STANLEY	3.31%	927.02K	67.87M	15.51K	+1.70%
Dec 31, 2025	ASSETMARK, INC	3.48%	966.5K	70.76M	4.56K	+0.47%
Dec 31, 2025	JPMORGAN CHASE & CO	7.92%	2.2M	161.18M	184.95K	+9.17%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	14.09%	3.95M	288.92M	3.35M	+566.65%
Dec 31, 2025	RONALD BLUE TRUST, INC.	22.77%	6.33M	463.46M	-487.75K	-7.15%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.08%	23.16K	1.7M	23.16K	+100.00%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	0.09%	23.77K	1.74M	-2.14K	-8.25%
Dec 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.11%	29.26K	2.34M	1.27K	+4.52%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.14%	40.07K	2.93M	-20	-0.05%
Dec 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.28%	77.96K	5.71M	-626	-0.80%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.3%	84.54K	6.19M	4.72K	+5.91%
Dec 31, 2025	COLUMBUS MACRO, LLC	0.31%	86.84K	6.36M	-148	-0.17%
Dec 31, 2025	LPL FINANCIAL LLC	0.42%	115.64K	8.47M	10.41K	+9.89%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	125.73K	9.2M	-54.36K	-30.19%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.25%	70.76K	5.18M	885	+1.27%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.26%	72K	5.27M	79	+0.11%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.29%	81.71K	5.98M	-870	-1.05%
Dec 31, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.62%	173.74K	12.72M	11.01K	+6.76%
Dec 31, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.64%	177.06K	12.96M	11.77K	+7.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.7%	196.85K	14.41M	2.48K	+1.28%
Dec 31, 2025	BLUE EDGE CAPITAL, LLC	0.47%	129.62K	9.49M	5.23K	+4.21%
Dec 31, 2025	GENTRUST, LLC	0.49%	135.69K	9.93M	-766	-0.56%
Dec 31, 2025	ORBA WEALTH ADVISORS, L.L.C.	0.04%	11.17K	818.02K	2.78K	+33.09%
Dec 31, 2025	CWM, LLC	0.07%	20.09K	1.47M	-9.2K	-31.40%
Dec 31, 2025	VONTOBEL HOLDING LTD.	0.07%	19.61K	1.44M	-527	-2.62%
Dec 31, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.07%	19.43K	1.43M	-121	-0.62%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	27.06K	1.98M	22.27K	+464.42%
Dec 31, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.11%	30.44K	2.23M	-941	-3.00%
Sep 30, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.63%	165.29K	12.14M	1.34K	+0.82%
Sep 30, 2025	CWM, LLC	0.11%	29.29K	2.15M	-4.44K	-13.17%
Sep 30, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.14%	37.75K	2.59M	30	+0.08%
Sep 30, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.11%	28.5K	2.09M	390	+1.39%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.6%	943.28K	69.27M	-22.24K	-2.30%
Sep 30, 2025	MORGAN STANLEY	3.48%	911.52K	66.93M	29.23K	+3.31%
Sep 30, 2025	FDX ADVISORS, INC.	0.18%	45.84K	3.43M	-3.11K	-6.36%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.15%	39.13K	2.87M	-844	-2.11%
Sep 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.12%	31.38K	2.3M	-368	-1.16%
Sep 30, 2025	GARDE CAPITAL, INC.	0.55%	143.13K	10.51M	194	+0.14%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.26%	591.98K	43.47M	-11.48K	-1.90%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.3%	79.82K	5.86M	79.82K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.28%	72.71K	5.34M	72.71K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.15%	40.09K	2.94M	-356	-0.88%
Sep 30, 2025	ROYAL BANK OF CANADA	0.12%	32.61K	2.4M	5.99K	+22.48%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.13%	33.23K	2.44M	-1.55K	-4.44%
Sep 30, 2025	RONALD BLUE TRUST, INC.	26.04%	6.82M	500.67M	-177.74K	-2.54%
Sep 30, 2025	LPL FINANCIAL LLC	0.4%	105.22K	7.73M	11.25K	+11.97%
Sep 30, 2025	UBS GROUP AG	0.34%	88.68K	6.51M	-801	-0.90%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.34%	88.31K	6.48M	-5.85K	-6.21%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.33%	86.99K	6.39M	-2K	-2.25%
Sep 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.11%	28K	2.03M	1.18K	+4.38%
Sep 30, 2025	VONTOBEL HOLDING LTD.	0.08%	20.14K	1.48M	-264	-1.29%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	0.1%	25.91K	1.9M	-751	-2.82%
Sep 30, 2025	INMAN JAGER WEALTH MANAGEMENT, LLC	0.05%	14.11K	1.04M	-31	-0.22%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.05%	14.02K	1.03M	-161.96K	-92.03%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	13.99K	1.03M	315	+2.30%
Sep 30, 2025	WILLIAMS & NOVAK, LLC	0.04%	10.77K	790.47K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	10.71K	786K	-1.56K	-12.71%
Sep 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.04%	10.64K	780.93K	0	0
Sep 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.04%	9.45K	693.62K	0	0
Sep 30, 2025	YOFFE INVESTMENT MANAGEMENT, LLC	0.04%	9.22K	677.07K	0	0
Sep 30, 2025	ELEMENT WEALTH, LLC	0.03%	8.88K	651.91K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	8.47K	622K	-88	-1.03%
Sep 30, 2025	ORBA WEALTH ADVISORS, L.L.C.	0.03%	8.4K	616.49K	8.4K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	2.08%	544.37K	39.97M	-5.02K	-0.91%
Sep 30, 2025	ELM PARTNERS MANAGEMENT LLC	1.81%	473.35K	34.76M	-3.52K	-0.74%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.74%	194.36K	14.27M	-38.14K	-16.40%
Sep 30, 2025	MANDATUM LIFE INSURANCE CO LTD	0.7%	184.07K	13.52M	28.43K	+18.27%
Sep 30, 2025	VIDENT ADVISORY, LLC	0.55%	144.16K	10.59M	3.91K	+2.79%
Sep 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.3%	78.58K	5.77M	-528	-0.67%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.27%	71.92K	5.28M	-47	-0.07%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.27%	69.88K	5.13M	41.72K	+148.16%
Sep 30, 2025	CREATIVE PLANNING	0.23%	61.18K	4.49M	6.93K	+12.78%
Sep 30, 2025	FAMILY LEGACY, INC.	0.09%	24.09K	1.77M	-131	-0.54%
Sep 30, 2025	CITADEL ADVISORS LLC	0.08%	21.91K	1.61M	-291.76K	-93.01%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	21.73K	1.6M	3.34K	+18.15%
Sep 30, 2025	JPMORGAN CHASE & CO	7.7%	2.02M	148.08M	193.61K	+10.62%
Sep 30, 2025	ASSETMARK, INC	3.67%	961.94K	70.64M	-27.52K	-2.78%
Sep 30, 2025	MATHER GROUP, LLC.	2.43%	636.21K	46.72M	-17.26K	-2.64%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.52%	399.26K	29.32M	-661	-0.17%
Sep 30, 2025	SMITHFIELD TRUST CO	1.34%	350.11K	25.71M	-2.29K	-0.65%
Sep 30, 2025	BESSEMER GROUP INC	0.85%	223.53K	16.41M	17.35K	+8.41%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	180.09K	13.14M	-15.95K	-8.14%
Sep 30, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.62%	162.73K	11.95M	4.06K	+2.56%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.55%	144.21K	10.59M	5.98K	+4.32%
Sep 30, 2025	ERTS WEALTH ADVISORS, LLC	0.52%	136.29K	10.01M	842	+0.62%
Sep 30, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.21%	54.64K	4.01M	54.64K	+100.00%
Sep 30, 2025	BLUE EDGE CAPITAL, LLC	0.48%	124.39K	9.13M	3.66K	+3.03%
Sep 30, 2025	AMUNDI	0.34%	87.89K	6.62M	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.33%	85.31K	6.26M	85.31K	+100.00%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.32%	82.58K	6.06M	-1.17K	-1.39%
Sep 30, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.07%	19.55K	1.44M	-10	-0.05%
Sep 30, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.07%	18.29K	1.34M	971	+5.61%
Sep 30, 2025	LVZ, INC.	0.06%	16.12K	1.18M	16.12K	+100.00%
Sep 30, 2025	GENTRUST, LLC	0.52%	136.45K	10.02M	-687	-0.50%
Jun 30, 2025	JPMORGAN CHASE & CO	7.55%	1.82M	125.24M	692.57K	+61.26%
Jun 30, 2025	ROYAL BANK OF CANADA	0.11%	26.63K	1.83M	-23.81K	-47.21%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.11%	26.66K	1.83M	-4.75K	-15.13%
Jun 30, 2025		0.13%	31.75K	2.15M	-3.21K	-9.17%
Jun 30, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.16%	37.72K	2.59M	2.66K	+7.60%
Jun 30, 2025	MATHER GROUP, LLC.	2.71%	653.47K	44.89M	53.77K	+8.97%
Jun 30, 2025	ASSETMARK, INC	4.1%	989.47K	67.98M	-117.14K	-10.59%
Jun 30, 2025	RONALD BLUE TRUST, INC.	28.99%	7M	480.63M	-244K	-3.37%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	4K	274.66K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.02%	4K	274.66K	-1.41K	-26.11%
Jun 30, 2025	GUYASUTA INVESTMENT ADVISORS INC	0.02%	4.08K	280.09K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.02%	4.1K	281.56K	4.1K	+100.00%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.02%	4.22K	290.13K	-28	-0.66%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	4.68K	321.48K	-262	-5.30%
Jun 30, 2025	FORTIS CAPITAL ADVISORS, LLC	0.02%	4.74K	325.57K	-147	-3.01%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.02%	4.97K	341.69K	24	+0.48%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0.02%	5.31K	364.8K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	5.41K	371.66K	-50	-0.92%
Jun 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.02%	5.43K	370K	0	0
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.03%	6.09K	418.31K	0	0
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.03%	6.43K	441.73K	6.43K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.03%	7.73K	531.05K	470	+6.47%
Jun 30, 2025	UBS GROUP AG	0.37%	89.48K	6.15M	-6.25K	-6.53%
Jun 30, 2025	LPL FINANCIAL LLC	0.39%	93.97K	6.46M	6.43K	+7.34%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.39%	94.16K	6.47M	-22.55K	-19.32%
Jun 30, 2025	VIDENT ADVISORY, LLC	0.58%	140.24K	9.63M	3.65K	+2.67%
Jun 30, 2025	GARDE CAPITAL, INC.	0.59%	142.94K	9.82M	911	+0.64%
Jun 30, 2025	ELM PARTNERS MANAGEMENT LLC	1.98%	476.86K	32.76M	95.04K	+24.89%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.17%	40.44K	2.78M	-383	-0.94%
Jun 30, 2025	FDX ADVISORS, INC.	0.2%	48.95K	3.36M	-2.83K	-5.47%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.81%	196.04K	12.72M	105.4K	+116.28%
Jun 30, 2025	ELEMENT WEALTH, LLC	0.04%	8.88K	609.91K	-685	-7.16%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.04%	9.07K	612.26K	-325	-3.46%
Jun 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.04%	9.45K	648.94K	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.04%	9.64K	662.54K	-100	-1.03%
Jun 30, 2025	GTS SECURITIES LLC	0.04%	10.24K	703.56K	10.24K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	12.26K	843K	-2.21K	-15.26%
Jun 30, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0.07%	17.32K	1.19M	70	+0.41%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	18.39K	1.26M	18.39K	+100.00%
Jun 30, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.08%	19.56K	1.34M	-2.01K	-9.31%
Jun 30, 2025	VONTOBEL HOLDING LTD.	0.08%	20.4K	1.4M	316	+1.57%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.12%	27.97K	1.92M	-4.54K	-13.96%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.14%	34.78K	2.39M	-1.8K	-4.92%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.25%	59.31K	4.07M	59.31K	+100.00%
Jun 30, 2025	MORGAN STANLEY	3.66%	882.29K	60.61M	3.29K	+0.37%
Jun 30, 2025	FAMILY LEGACY, INC.	0.1%	24.22K	1.66M	380	+1.59%
Jun 30, 2025	CWM, LLC	0.14%	33.73K	2.32M	32.46K	+2,558.00%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.17%	39.97K	2.75M	-6.15K	-13.33%
Jun 30, 2025	GENTRUST, LLC	0.57%	137.14K	9.42M	-3.12K	-2.23%
Jun 30, 2025	STIFEL FINANCIAL CORP	2.28%	549.39K	37.74M	11.05K	+2.05%
Jun 30, 2025	CITADEL ADVISORS LLC	1.3%	313.67K	21.55M	294.45K	+1,532.08%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	75.29K	5.17M	52.78K	+234.42%
Jun 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.13%	31.75K	2.15M	-3.21K	-9.17%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.5%	603.46K	41.45M	-36.42K	-5.69%
Jun 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.33%	79.11K	5.43M	-841	-1.05%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4%	965.52K	66.33M	-35.45K	-3.54%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.35%	83.75K	5.75M	-5.48K	-6.14%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.57%	138.23K	9.5M	18.07K	+15.03%
Jun 30, 2025	MANDATUM LIFE INSURANCE CO LTD	0.64%	155.64K	10.69M	30.18K	+24.06%
Jun 30, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.04%	8.49K	583.54K	8.49K	+100.00%
Jun 30, 2025	AMUNDI	0.36%	87.89K	6.03M	-9.39K	-9.65%
Jun 30, 2025	BESSEMER GROUP INC	0.85%	206.18K	14.17M	37.54K	+22.26%
Jun 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.11%	26.82K	1.89M	-2.42K	-8.28%
Jun 30, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.12%	28.11K	1.93M	-23.3K	-45.32%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.12%	28.16K	1.93M	28.16K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.22%	54.25K	3.73M	-2.03K	-3.60%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	71.97K	4.94M	-770	-1.06%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.37%	88.99K	6.11M	-32.04K	-26.47%
Jun 30, 2025	BLUE EDGE CAPITAL, LLC	0.5%	120.73K	8.29M	15	+0.01%
Jun 30, 2025	ERTS WEALTH ADVISORS, LLC	0.56%	135.45K	9.31M	-85.82K	-38.78%
Jun 30, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.66%	158.67K	10.9M	-6.12K	-3.71%
Jun 30, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.68%	163.95K	11.26M	7.11K	+4.53%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.73%	175.98K	12.09M	1.51K	+0.86%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.96%	232.5K	15.97M	-88.52K	-27.57%
Jun 30, 2025	SMITHFIELD TRUST CO	1.46%	352.4K	24.21M	37.76K	+12.00%
Jun 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.04%	10.64K	730.63K	10.64K	+100.00%
Jun 30, 2025	WILLIAMS & NOVAK, LLC	0.04%	10.77K	739.56K	-1.5K	-12.23%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.66%	399.92K	27.47M	-46.86K	-10.49%
Mar 31, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.17%	51.42K	3.2M	-15K	-22.58%
Mar 31, 2025	CREATIVE PLANNING	0.18%	56.28K	3.5M	4.02K	+7.70%
Mar 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.26%	79.95K	4.98M	-40	-0.05%
Mar 31, 2025	VIDENT ADVISORY, LLC	0.44%	136.59K	8.5M	-7.54K	-5.23%
Mar 31, 2025	GENTRUST, LLC	0.45%	140.26K	8.73M	-140	-0.10%
Mar 31, 2025	GARDE CAPITAL, INC.	0.46%	142.03K	8.84M	-6.45K	-4.35%
Mar 31, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.53%	164.79K	10.26M	13.23K	+8.73%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.56%	174.48K	10.86M	163.61K	+1,505.29%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.04%	321.02K	19.98M	46.07K	+16.76%
Mar 31, 2025	JPMORGAN CHASE & CO	3.65%	1.13M	70.36M	116.29K	+11.47%
Mar 31, 2025	LVZ, INC.	0.09%	28.56K	1.78M	28.56K	+100.00%
Mar 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.09%	29.24K	1.75M	462	+1.61%
Mar 31, 2025	PAX FINANCIAL GROUP, LLC	0.1%	31.42K	1.96M	-624	-1.95%
Mar 31, 2025	MANDATUM LIFE INSURANCE CO LTD	0.41%	125.46K	7.81M	25.7K	+25.76%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.11%	32.5K	2.02M	-4.41K	-11.94%
Mar 31, 2025		0.11%	34.95K	2.18M	-1.14K	-3.17%
Mar 31, 2025	ELM PARTNERS MANAGEMENT LLC	1.23%	381.82K	23.76M	-301.37K	-44.11%
Mar 31, 2025	RONALD BLUE TRUST, INC.	23.38%	7.24M	450.62M	-1.38K	-0.02%
Mar 31, 2025	COLUMBUS MACRO, LLC	0.39%	121.03K	7.53M	2.59K	+2.19%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.44%	446.78K	27.81M	-36.32K	-7.52%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.74%	538.34K	33.51M	-8.67K	-1.58%
Mar 31, 2025	MATHER GROUP, LLC.	1.94%	599.7K	37.33M	-9.31K	-1.53%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.07%	639.88K	39.83M	-53.68K	-7.74%
Mar 31, 2025	MORGAN STANLEY	2.84%	879K	54.71M	-16.81K	-1.88%
Mar 31, 2025	ERTS WEALTH ADVISORS, LLC	0.71%	221.27K	13.77M	-105.84K	-32.36%
Mar 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.12%	36.57K	2.28M	1.27K	+3.60%
Mar 31, 2025	VISTA PRIVATE WEALTH PARTNERS. LLC	0.11%	35.06K	2.18M	4.6K	+15.12%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.13%	40.82K	2.54M	320	+0.79%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.15%	46.12K	2.87M	-755	-1.61%
Mar 31, 2025	JANE STREET GROUP, LLC	0.15%	46.75K	2.91M	13.57K	+40.89%
Mar 31, 2025	ROYAL BANK OF CANADA	0.16%	50.43K	3.14M	27.79K	+122.77%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	90.64K	5.64M	-125.17K	-58.00%
Mar 31, 2025	UBS GROUP AG	0.31%	95.72K	5.96M	3.73K	+4.05%
Mar 31, 2025	AMUNDI	0.31%	97.28K	5.86M	460	+0.48%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.38%	116.71K	7.26M	-3.85K	-3.20%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.39%	120.17K	7.48M	16.09K	+15.46%
Mar 31, 2025	BLUE EDGE CAPITAL, LLC	0.39%	120.71K	7.51M	4.31K	+3.70%
Mar 31, 2025	LPL FINANCIAL LLC	0.28%	87.55K	5.45M	3.84K	+4.58%
Mar 31, 2025	FAMILY LEGACY, INC.	0.08%	23.84K	1.48M	-793	-3.22%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.29%	89.23K	5.55M	-3.37K	-3.64%
Mar 31, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.51%	156.84K	9.76M	4.7K	+3.09%
Mar 31, 2025	SMITHFIELD TRUST CO	1.02%	314.64K	19.6M	1.37K	+0.44%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.23%	1M	62.3M	-262.97K	-20.81%
Mar 31, 2025	ASSETMARK, INC	3.57%	1.11M	68.88M	-34.4K	-3.02%
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	20.68%	6.4M	398.64M	0	0
Mar 31, 2025	FDX ADVISORS, INC.	0.17%	51.78K	3.22M	-5.31K	-9.31%
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.18%	56.26K	3.5M	56.26K	+100.00%
Mar 31, 2025	BESSEMER GROUP INC	0.54%	168.64K	10.5M	27.07K	+19.12%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.23%	72.74K	4.53M	-4.37K	-5.67%
Mar 31, 2024	GENTRUST, LLC	0.35%	113.99K	7.22M	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	3.67%	1.27M	80.14M	1.03M	+434.09%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.13%	42.66K	2.7M	-841	-1.93%
Mar 31, 2024	CREATIVE PLANNING	0.14%	49.06K	3.11M	267	+0.55%
Mar 31, 2024	RONALD BLUE TRUST, INC.	22.59%	7.26M	459.82M	505.51K	+7.48%
Mar 31, 2024	LPL FINANCIAL LLC	0.17%	58.82K	3.72M	4.91K	+9.11%
Mar 31, 2024	FDX ADVISORS, INC.	0.2%	64.9K	4.11M	-4.19K	-6.06%
Mar 31, 2024	ROYAL BANK OF CANADA	0.21%	70.96K	4.49M	39.12K	+122.83%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.23%	81.05K	5.13M	28.66K	+54.72%
Mar 31, 2024	UBS GROUP AG	0.24%	81.7K	5.17M	-2.61K	-3.10%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.25%	80.39K	5.09M	-5.87K	-6.80%
Mar 31, 2024	INTEGRIS WEALTH MANAGEMENT, LLC	0.27%	86.67K	5.49M	-1.97K	-2.22%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.29%	94.45K	5.98M	-7.98K	-7.79%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.3%	95.61K	6.05M	-6.79K	-6.63%
Mar 31, 2024	VONTOBEL HOLDING LTD.	0.09%	27.99K	1.77M	-288	-1.02%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0.09%	30.14K	1.91M	6.29K	+26.36%
Mar 31, 2024	COMPASS WEALTH MANAGEMENT LLC	0.09%	30.17K	1.91M	5.08K	+20.26%
Mar 31, 2024	BESSEMER GROUP INC	0.18%	56.53K	3.58M	7.92K	+16.28%
Mar 31, 2024	PRESILIUM PRIVATE WEALTH, LLC	0.2%	63.22K	4M	-1.25K	-1.94%
Mar 31, 2024	HALLMARK CAPITAL MANAGEMENT INC	0.2%	64.85K	4.11M	-3.2K	-4.70%
Mar 31, 2024	VIDENT ADVISORY, LLC	0.37%	119.15K	7.54M	38.12K	+47.03%
Mar 31, 2024	BLUE EDGE CAPITAL, LLC	0.37%	119.9K	7.59M	7.44K	+6.62%
Mar 31, 2024	CETERA ADVISORS LLC	0.4%	127.31K	8.06M	77.61K	+156.16%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.41%	131.93K	8.35M	14.46K	+12.31%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.45%	155.86K	9.87M	-255.05K	-62.07%
Mar 31, 2024	GARDE CAPITAL, INC.	0.47%	150.98K	9.56M	1.08K	+0.72%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.48%	166.19K	10.52M	122.15K	+277.32%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.56%	180.01K	13.36M	180.01K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.63%	216.19K	13.69M	-34.61K	-13.80%
Mar 31, 2024	MORGAN STANLEY	2.18%	753.75K	47.72M	42.44K	+5.97%
Mar 31, 2024	WILLIS JOHNSON & ASSOCIATES, INC.	0.1%	33.01K	2.09M	-1.16K	-3.39%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.11%	33.78K	2.14M	-5.75K	-14.55%
Mar 31, 2024	PAX FINANCIAL GROUP, LLC	0.11%	33.97K	2.15M	-2.57K	-7.04%
Mar 31, 2024	LVZ, INC.	0.11%	35.67K	2.26M	-1.95K	-5.18%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.15%	47.54K	2.83M	0	0
Mar 31, 2024	REDHAWK WEALTH ADVISORS, INC.	0.16%	50.68K	3.21M	50.68K	+100.00%
Mar 31, 2024	COLUMBUS MACRO, LLC	0.16%	51.47K	3.26M	8.4K	+19.51%
Mar 31, 2024	AMUNDI	0.29%	93.32K	5.58M	1.3K	+1.41%
Mar 31, 2024	MANDATUM LIFE INSURANCE CO LTD	0.32%	103.76K	6.57M	0	0
Mar 31, 2024	RATIO WEALTH GROUP	0.34%	107.74K	6.82M	6.37K	+6.29%
Mar 31, 2024	SMITHFIELD TRUST CO	0.97%	313.03K	19.81M	-4.32K	-1.36%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.41%	487.91K	30.89M	13.81K	+2.91%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.63%	522.55K	33.08M	141.33K	+37.07%
Mar 31, 2024	ELM PARTNERS MANAGEMENT LLC	1.84%	592.53K	37.51M	41.74K	+7.58%
Mar 31, 2024	MATHER GROUP, LLC.	1.93%	619.91K	36.89M	-3.18K	-0.51%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.39%	824K	52.17M	-51.96K	-5.93%
Mar 31, 2024	JPMORGAN CHASE & CO	2.7%	931.36K	58.96M	644.53K	+224.71%
Mar 31, 2024	ASSETMARK, INC	3.68%	1.18M	74.92M	-3.04K	-0.26%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13.64%	4.71M	298.03M	524.16K	+12.53%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	14.57%	4.68M	296.52M	207K	+4.62%
Mar 31, 2024	WILLIAMS & NOVAK, LLC	0.04%	13.15K	782.8K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	14.08K	892K	14.08K	+100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.04%	15.13K	957.76K	2.35K	+18.43%
Mar 31, 2024	VISTA PRIVATE WEALTH PARTNERS. LLC	0.06%	21.93K	1.37M	1.2K	+5.80%
Mar 31, 2024	RICHARDSON FINANCIAL SERVICES INC.	0.07%	23.38K	1.48M	-943	-3.88%
Mar 31, 2024	FAMILY LEGACY, INC.	0.07%	23.38K	1.48M	321	+1.39%
Mar 31, 2024	PRUDENTIAL PLC	0.07%	23.41K	1.48M	460	+2.00%
Mar 31, 2024	MILLINGTON FINANCIAL ADVISORS, LLC	0.08%	27.75K	1.76M	1.26K	+4.74%
Dec 31, 2023	GENTRUST, LLC	0.37%	113.99K	6.78M	182	+0.16%
Dec 31, 2023	PRESILIUM PRIVATE WEALTH, LLC	0.21%	64.47K	3.84M	56.27K	+685.49%
Dec 31, 2023	LPL FINANCIAL LLC	0.18%	53.91K	3.21M	8.88K	+19.72%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.17%	52.38K	3.12M	9.09K	+20.99%
Dec 31, 2023	CETERA ADVISORS LLC	0.16%	49.7K	2.96M	-966	-1.91%
Dec 31, 2023	BESSEMER GROUP INC	0.16%	48.61K	2.89M	28	+0.06%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.14%	43.51K	2.59M	-1.63K	-3.60%
Dec 31, 2023	COLUMBUS MACRO, LLC	0.14%	43.07K	2.57M	-13.43K	-23.77%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.13%	39.54K	2.35M	3.11K	+8.55%
Dec 31, 2023	LVZ, INC.	0.12%	37.62K	2.24M	37.62K	+100.00%
Dec 31, 2023	PAX FINANCIAL GROUP, LLC	0.12%	36.54K	2.18M	-2.81K	-7.13%
Dec 31, 2023	WILLIS JOHNSON & ASSOCIATES, INC.	0.11%	34.17K	2.03M	285	+0.84%
Dec 31, 2023	ROYAL BANK OF CANADA	0.1%	31.85K	1.9M	720	+2.31%
Dec 31, 2023	VONTOBEL HOLDING LTD.	0.09%	28.28K	1.68M	127	+0.45%
Dec 31, 2023	MILLINGTON FINANCIAL ADVISORS, LLC	0.09%	26.49K	1.58M	1.27K	+5.02%
Dec 31, 2023	COMPASS WEALTH MANAGEMENT LLC	0.08%	25.09K	1.49M	3.32K	+15.26%
Dec 31, 2023		0.08%	24.32K	1.45M	24.32K	+100.00%
Dec 31, 2023	ATLAS CAPITAL ADVISORS LLC	0.08%	23.86K	1.42M	-1.3K	-5.16%
Dec 31, 2023	CREATIVE PLANNING	0.16%	48.79K	2.9M	-906	-1.82%
Dec 31, 2023	RONALD BLUE TRUST, INC.	22.23%	6.76M	375.72M	1.94M	+40.21%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	14.72%	4.48M	266.41M	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13.76%	4.18M	248.95M	262.63K	+6.70%
Dec 31, 2023	ASSETMARK, INC	3.9%	1.19M	70.6M	-15.35K	-1.28%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.88%	875.95K	52.13M	-54.74K	-5.88%
Dec 31, 2023	MORGAN STANLEY	2.34%	711.31K	42.33M	-1.95K	-0.27%
Dec 31, 2023	MATHER GROUP, LLC.	2.05%	623.09K	37.08M	26.75K	+4.49%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	1.84%	558.35K	137.14M	0	0
Dec 31, 2023	ELM PARTNERS MANAGEMENT LLC	1.81%	550.79K	32.78M	1.57K	+0.29%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.56%	474.1K	28.21M	10.52K	+2.27%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.35%	410.91K	24.45M	-436.34K	-51.50%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	1.25%	381.22K	22.69M	-20.38K	-5.07%
Dec 31, 2023	SMITHFIELD TRUST CO	1.04%	317.35K	18.88M	3.85K	+1.23%
Dec 31, 2023	JPMORGAN CHASE & CO	0.94%	286.83K	17.07M	263.89K	+1,150.55%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.82%	250.8K	14.93M	93.34K	+59.28%
Dec 31, 2023	JANE STREET GROUP, LLC	0.78%	237K	14.1M	86.45K	+57.42%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.65%	198.99K	11.84M	198.99K	+100.00%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.39%	117.47K	6.99M	20.3K	+20.89%
Dec 31, 2023	GARDE CAPITAL, INC.	0.49%	149.9K	8.92M	3.6K	+2.46%
Dec 31, 2023	BLUE EDGE CAPITAL, LLC	0.37%	112.46K	6.69M	2.76K	+2.52%
Dec 31, 2023	MANDATUM LIFE INSURANCE CO LTD	0.34%	103.76K	6.17M	1.61K	+1.58%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.34%	102.43K	6.1M	-27.77K	-21.33%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.34%	102.4K	6.09M	-1.69K	-1.62%
Dec 31, 2023	RATIO WEALTH GROUP	0.33%	101.37K	6.03M	54.05K	+114.23%
Dec 31, 2023	AMUNDI	0.3%	92.02K	5.42M	0	0
Dec 31, 2023	INTEGRIS WEALTH MANAGEMENT, LLC	0.29%	88.64K	5.27M	-1.82K	-2.01%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.28%	86.26K	5.13M	12.66K	+17.21%
Dec 31, 2023	UBS GROUP AG	0.28%	84.31K	5.02M	-947	-1.11%
Dec 31, 2023	VIDENT ADVISORY, LLC	0.27%	81.04K	4.82M	11.42K	+16.41%
Dec 31, 2023	FDX ADVISORS, INC.	0.23%	69.09K	4.11M	-3.44K	-4.74%
Dec 31, 2023	HALLMARK CAPITAL MANAGEMENT INC	0.22%	68.05K	4.05M	-480	-0.70%

Frequently Asked Questions