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

Who are the major shareholders selling iShares MSCI Intl Quality Factor ETF stock?

MORGAN STANLEY, in the last quarter, reduced its stake in IQLT by -0.51% restricting it's holding to 6.17 million shares of worth nearly $305.84M. PNC FINANCIAL SERVICES GROUP, INC. also lessened -0.91% of the IQLT shares from its portfolio, reducing its holding to 17.15 million shares of worth $849.91M. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC also shunned IQLT shares holding by -7.42% last quarter which brought its holding to 3.18 million shares worth $157.64M.

Investors who are buying IQLT stock?

As per its latest 13F filing, EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT increased its stake in IQLT by 15.37% in the last quarter. The institutional holder raised its holding to 7.89 million shares having worth more than $391.00M. ENVESTNET ASSET MANAGEMENT INC also added 1.11% more shares of IQLT to its portfolio, raising its holding to 14.38 million shares of worth $712.39M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also increased its IQLT shares holding by 4.04% which brought its holding to 59.03 million shares worth $2.92B.

IQLT's major insiders: who are they?

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

Did an insider recently sell IQLT stock?

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

Which insider recently purchased IQLT stock?

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

How much of IQLT does insiders own?

Around 0 iShares MSCI Intl Quality Factor ETF shares are held by insiders, which represents about N/A of IQLT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IQLT?

MORGAN STANLEY is the largest institutional owner in IQLT which holds 6.17 million shares worth $305.84M or 2.28% of the total IQLT shares outstanding followed by EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT with ownership of 7.89 million shares representing 2.91% of the IQLT ownership. ENVESTNET ASSET MANAGEMENT INC is the third largest stakeholder with 14.38 million shares or 5.31% of the ownership worth more than $712.39M.

Is iShares MSCI Intl Quality Factor 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 IQLT is concerned, it is a stock which is optionable.

Is there a short position on IQLT's shares?

Number of IQLT 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 IQLT shares are there?

As of today, null shares of IQLT are outstanding.

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

IQLT 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 IQLT is null.

iShares MSCI Intl Quality Factor ETF (IQLT) 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. MORGAN STANLEY is the top corporate investor, holding 6.17M shares valued at $305.84M. A 2.28% stake in iShares MSCI Intl Quality Factor ETF is owned by the company. EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT owns 7.89M shares valued at $391.00M, which translates its holding of 2.91% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	2.28%	6.17M	305.84M	-31.33K	-0.51%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	2.91%	7.89M	391M	1.05M	+15.37%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	5.31%	14.38M	712.39M	157.94K	+1.11%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	6.33%	17.15M	849.91M	-156.87K	-0.91%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.8%	59.03M	2.92B	2.29M	+4.04%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.58%	1.57M	77.64M	40.86K	+2.68%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.7%	1.9M	94.3M	24.62K	+1.31%
Jun 30, 2026		0.8%	2.16M	106.69M	2.16M	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.01%	2.73M	135.52M	5.6K	+0.21%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	1.03%	2.79M	138.2M	204.21K	+7.90%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.17%	3.18M	157.64M	-255.05K	-7.42%
Jun 30, 2026	LPL FINANCIAL LLC	1.59%	4.31M	213.78M	92.28K	+2.19%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.74%	4.71M	233.56M	270.33K	+6.08%
Jun 30, 2026	CERITY PARTNERS LLC	2.31%	6.25M	309.8M	1.04M	+19.86%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.78%	7.53M	372.94M	-246.65K	-3.17%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	4.09%	11.08M	548.98M	7.3M	+193.46%
Jun 30, 2026	WHARTON BUSINESS GROUP, LLC	0.29%	779.05K	38.6M	0	0
Jun 30, 2026	RVW WEALTH, LLC	0.35%	958.36K	47.49M	36.58K	+3.97%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	974.94K	48.31M	-19.42K	-1.95%
Jun 30, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.37%	1.01M	50.29M	67.09K	+7.08%
Jun 30, 2026	ALLEN CAPITAL GROUP, LLC	0.39%	1.05M	52.2M	36.82K	+3.62%
Jun 30, 2026	TOBIAS FINANCIAL ADVISORS, INC.	0.39%	1.06M	52.59M	33.53K	+3.26%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.42%	1.14M	56.6M	-4.72K	-0.41%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	2.26%	6.12M	303.44M	137.65K	+2.30%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	773.65K	38.34M	12.11K	+1.59%
Jun 30, 2026	HARBOR GROUP, INC.	0.33%	880.75K	43.64M	40.9K	+4.87%
Jun 30, 2026	UNISON ADVISORS LLC	0.33%	893.14K	44.25M	23.9K	+2.75%
Jun 30, 2026	D'ORAZIO & ASSOCIATES, INC.	0.33%	906.63K	44.92M	-60.92K	-6.30%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.35%	945.5K	46.85M	128.9K	+15.79%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.43%	1.16M	57.24M	-25.06K	-2.12%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.47%	1.28M	63.24M	23.96K	+1.91%
Jun 30, 2026	ROYAL BANK OF CANADA	0.52%	1.42M	70.38M	117.31K	+9.00%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.58%	1.56M	77.51M	167.67K	+12.01%
Jun 30, 2026	VALENCE8 US LP	0.19%	527.44K	26.13M	-318.7K	-37.67%
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	0.2%	532.18K	26.37M	-174.44K	-24.69%
Jun 30, 2026	PARAGON CAPITAL MANAGEMENT LTD	0.2%	535.93K	26.56M	-70.24K	-11.59%
Jun 30, 2026	FOSTER GROUP, INC.	0.2%	540.92K	26.8M	11.92K	+2.25%
Jun 30, 2026	CARR FINANCIAL GROUP CORP	0.21%	573.32K	28.41M	39.29K	+7.36%
Jun 30, 2026	AGF MANAGEMENT LTD	0.22%	583.2K	28.9M	-93.85K	-13.86%
Jun 30, 2026	FOSTER VICTOR WEALTH ADVISORS, LLC	0.26%	697.84K	34.45M	28.03K	+4.18%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.26%	698.84K	34.63M	8.27K	+1.20%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	700.01K	34.69M	-1.18K	-0.17%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.26%	704.29K	34.9M	-2.31K	-0.33%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.27%	719.18K	35.64M	21.08K	+3.02%
Jun 30, 2026	MASON STREET ADVISORS, LLC	0.29%	792.67K	39.28M	23.74K	+3.09%
Jun 30, 2026	SUNBURST FINANCIAL GROUP, LLC	0.3%	812.67K	40.27M	51.98K	+6.83%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.3%	822.31K	40.75M	52.62K	+6.84%
Jun 30, 2026	SILVER COAST INVESTMENTS LLC	0.32%	874.41K	43.33M	-11.52K	-1.30%
Jun 30, 2026	MARINER, LLC	0.4%	1.08M	53.36M	-29.13K	-2.63%
Jun 30, 2026	HAVERFORD TRUST CO	0.4%	1.1M	54.27M	229.08K	+26.45%
Jun 30, 2026	TIAA WEALTH INVESTMENT MANAGEMENT LLC	0.8%	2.16M	106.69M	2.16M	+100.00%
Jun 30, 2026	UBS GROUP AG	1.53%	4.13M	204.68M	-60.74K	-1.45%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.41%	1.11M	54.84M	-9.17K	-0.82%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.5%	1.35M	66.69M	14.12K	+1.06%
Jun 30, 2026	FMR LLC	0.51%	1.37M	67.85M	19.69K	+1.46%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	1.39M	68.67M	152.73K	+12.39%
Jun 30, 2026	CATALYST CAPITAL ADVISORS LLC	0.61%	1.65M	81.77M	79.01K	+5.03%
Jun 30, 2026	MILLBURN RIDGEFIELD CORP	0.61%	1.65M	81.77M	79.01K	+5.03%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.63%	1.7M	84.04M	561.96K	+49.55%
Jun 30, 2026	SAGE MOUNTAIN ADVISORS LLC	0.63%	1.71M	84.57M	79.09K	+4.86%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.8%	2.15M	106.77M	15.71K	+0.73%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.46%	1.25M	57.9M	53.83K	+4.49%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.43%	1.18M	53.64M	45K	+3.96%
Mar 31, 2026	CERITY PARTNERS LLC	1.91%	5.22M	241.16M	380.93K	+7.88%
Mar 31, 2026	UBS GROUP AG	1.53%	4.19M	193.78M	292.15K	+7.49%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.62%	4.44M	205.41M	-7.56K	-0.17%
Mar 31, 2026	CATALYST CAPITAL ADVISORS LLC	0.57%	1.57M	72.64M	139.27K	+9.73%
Mar 31, 2026	MILLBURN RIDGEFIELD CORP	0.57%	1.57M	72.64M	139.27K	+9.73%
Mar 31, 2026	SAGE MOUNTAIN ADVISORS LLC	0.59%	1.63M	75.25M	125.57K	+8.36%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.69%	1.88M	86.84M	170.41K	+9.98%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.78%	2.14M	98.89M	-86.06K	-3.87%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.94%	2.58M	119.51M	2.24M	+639.42%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.26%	3.44M	158.87M	3.44M	+100.00%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.29%	706.62K	32.67M	-55.52K	-7.29%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	2.19%	5.99M	276.75M	200.69K	+3.47%
Mar 31, 2026	MORGAN STANLEY	2.27%	6.2M	286.8M	439.27K	+7.62%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	2.5%	6.84M	316.21M	395.34K	+6.13%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.84%	7.77M	359.36M	-18.58M	-70.50%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	6.32%	17.31M	800.21M	-930.53K	-5.10%
Mar 31, 2026	SUNBURST FINANCIAL GROUP, LLC	0.31%	760.69K	35.17M	30.68K	+4.20%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	761.54K	35.21M	-53.57K	-6.57%
Mar 31, 2026	MASON STREET ADVISORS, LLC	0.28%	768.93K	35.55M	20.69K	+2.77%
Mar 31, 2026	MARINER, LLC	0.4%	1.11M	51.13M	190.04K	+20.75%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.41%	1.12M	51.59M	83.02K	+8.04%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.41%	1.13M	52.43M	15.54K	+1.39%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.42%	1.15M	53.03M	-131.41K	-10.28%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20.73%	56.74M	2.62B	1.42M	+2.57%
Mar 31, 2026	ALTUS WEALTH MANAGEMENT, LLC	0.2%	494.55K	22.86M	18K	+3.78%
Mar 31, 2026	JPMORGAN CHASE & CO	0.21%	509.57K	22.84M	-2.4K	-0.47%
Mar 31, 2026	FOSTER GROUP, INC.	0.21%	529.01K	24.46M	8.27K	+1.59%
Mar 31, 2026	CARR FINANCIAL GROUP CORP	0.22%	534.02K	24.69M	-45.48K	-7.85%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.23%	556.81K	25.74M	541.25K	+3,478.02%
Mar 31, 2026	PARAGON CAPITAL MANAGEMENT LTD	0.25%	606.17K	28.02M	-2.81K	-0.46%
Mar 31, 2026	FOSTER VICTOR WEALTH ADVISORS, LLC	0.27%	669.81K	33.05M	14.64K	+2.24%
Mar 31, 2026	AGF MANAGEMENT LTD	0.27%	677.04K	31.3M	-166.95K	-19.78%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.28%	690.57K	31.92M	2.07K	+0.30%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.28%	698.1K	32.27M	-97.77K	-12.28%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	701.19K	32.42M	-67.84K	-8.82%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.29%	706.6K	32.67M	12.75K	+1.84%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.28%	769.69K	35.58M	26.54K	+3.57%
Mar 31, 2026	WHARTON BUSINESS GROUP, LLC	0.28%	779.05K	36.02M	10.27K	+1.34%
Mar 31, 2026		0.29%	805.01K	37.22M	-1.19M	-59.62%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.3%	816.6K	37.75M	76.1K	+10.28%
Mar 31, 2026	HARBOR GROUP, INC.	0.31%	839.85K	38.83M	2.37K	+0.28%
Mar 31, 2026	VALENCE8 US LP	0.31%	846.13K	39.12M	-76.84K	-8.33%
Mar 31, 2026	HAVERFORD TRUST CO	0.32%	866.15K	40.04M	205.38K	+31.08%
Mar 31, 2026	UNISON ADVISORS LLC	0.32%	869.23K	40.18M	17.35K	+2.04%
Mar 31, 2026	SILVER COAST INVESTMENTS LLC	0.32%	885.94K	40.96M	20.26K	+2.34%
Mar 31, 2026	RVW WEALTH, LLC	0.34%	921.78K	42.61M	-18.25K	-1.94%
Mar 31, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.35%	947.86K	43.82M	113.66K	+13.63%
Mar 31, 2026	D'ORAZIO & ASSOCIATES, INC.	0.35%	967.54K	44.73M	-44.73K	-4.42%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	994.36K	45.97M	73.99K	+8.04%
Mar 31, 2026	TOBIAS FINANCIAL ADVISORS, INC.	0.38%	1.03M	47.52M	-13.08K	-1.26%
Mar 31, 2026	FMR LLC	0.49%	1.35M	62.39M	68.79K	+5.37%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.51%	1.4M	65.46M	368.86K	+35.89%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.56%	1.53M	70.54M	3.33K	+0.22%
Mar 31, 2026	JANE STREET GROUP, LLC	0.57%	1.55M	71.74M	1.55M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	5.19%	14.22M	657.39M	-2.26M	-13.69%
Mar 31, 2026	LPL FINANCIAL LLC	1.54%	4.22M	195.19M	26.14K	+0.62%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	1.23M	57.01M	156.72K	+14.56%
Mar 31, 2026	ALLEN CAPITAL GROUP, LLC	0.37%	1.02M	47M	6.23K	+0.62%
Mar 31, 2026	ROYAL BANK OF CANADA	0.48%	1.3M	60.24M	-416.42K	-24.22%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1%	2.73M	126.18M	80.98K	+3.06%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.53%	3.77M	174.5M	-8.36M	-68.88%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.49%	1.33M	61.57M	39.05K	+3.02%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.21%	581.91K	26.45M	129.44K	+28.61%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.18%	16.48M	748.81M	725K	+4.60%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	2.05%	5.79M	262.96M	235.39K	+4.24%
Dec 31, 2025	EASTERN BANK	0.81%	2.28M	103.76M	16.68K	+0.74%
Dec 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.53%	1.5M	68.27M	38.23K	+2.61%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	6.84%	18.24M	829M	-4.14M	-18.48%
Dec 31, 2025	MORGAN STANLEY	2.16%	5.76M	261.99M	269.87K	+4.91%
Dec 31, 2025	CERITY PARTNERS LLC	1.81%	4.84M	220.58M	234.4K	+5.09%
Dec 31, 2025	ROYAL BANK OF CANADA	0.64%	1.72M	78.15M	154.61K	+9.88%
Dec 31, 2025	LIFE LINE WEALTH MANAGEMENT LLC	0.33%	942.7K	42.85M	-25.06K	-2.59%
Dec 31, 2025	AGF MANAGEMENT LTD	0.32%	844K	38.36M	-425.07K	-33.49%
Dec 31, 2025	SILVER COAST INVESTMENTS LLC	0.31%	865.68K	39.35M	2.11K	+0.24%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	815.1K	37.05M	-164.21K	-16.77%
Dec 31, 2025	UNISON ADVISORS LLC	0.3%	851.89K	38.72M	13.21K	+1.58%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.3%	795.86K	36.17M	61.75K	+8.41%
Dec 31, 2025	HARBOR GROUP, INC.	0.3%	837.48K	38.06M	23.18K	+2.85%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.29%	834.2K	37.91M	72.73K	+9.55%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.29%	762.14K	34.64M	-41.38K	-5.15%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	769.03K	34.95M	-7.14K	-0.92%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.28%	743.16K	33.78M	40.43K	+5.75%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.27%	740.49K	33.66M	67.4K	+10.01%
Dec 31, 2025	MASON STREET ADVISORS, LLC	0.26%	748.24K	34.01M	-3.2K	-0.43%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.26%	693.86K	31.54M	21.56K	+3.21%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.73%	4.62M	209.93M	-286.95K	-5.85%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.67%	4.45M	202.29M	452.31K	+11.31%
Dec 31, 2025	LPL FINANCIAL LLC	1.57%	4.2M	190.71M	-341.08K	-7.52%
Dec 31, 2025	UBS GROUP AG	1.46%	3.9M	177.23M	11.83K	+0.30%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.99%	2.65M	120.37M	-116.57K	-4.22%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.82%	2.23M	101.13M	19.2K	+0.87%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.64%	1.71M	77.63M	185.11K	+12.15%
Dec 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.52%	1.43M	65.08M	-77.36K	-5.13%
Dec 31, 2025	FMR LLC	0.48%	1.28M	58.21M	19.69K	+1.56%
Dec 31, 2025	WHARTON BUSINESS GROUP, LLC	0.29%	768.79K	34.94M	1.14K	+0.15%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20.73%	55.31M	2.51B	2.27M	+4.28%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.88%	26.35M	1.2B	-264.97K	-1.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	4.52%	12.13M	551.44M	3.26M	+36.78%
Dec 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	4.51%	12.75M	579.51M	2.22M	+21.04%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	2.28%	6.44M	292.91M	2.96M	+84.77%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.61%	1.63M	74.23M	1.63M	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	1.52M	69.2M	-157.84K	-9.39%
Dec 31, 2025		0.75%	1.99M	90.6M	1.99M	+100.00%
Dec 31, 2025	SUNBURST FINANCIAL GROUP, LLC	0.26%	730K	33.18M	40.42K	+5.86%
Dec 31, 2025	HAVERFORD TRUST CO	0.25%	660.77K	30.03M	104.9K	+18.87%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.24%	688.5K	31.29M	-10.71K	-1.53%
Dec 31, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.23%	655.17K	30.96M	-3.71K	-0.56%
Dec 31, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.22%	608.98K	27.68M	1.85K	+0.30%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.21%	595.07K	27.05M	-48.07K	-7.47%
Dec 31, 2025	MILLBURN RIDGEFIELD CORP	0.51%	1.43M	65.08M	-77.36K	-5.13%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.48%	1.28M	58.1M	197.07K	+18.22%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.46%	1.29M	58.76M	24.32K	+1.92%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.45%	1.2M	54.47M	70.57K	+6.26%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.43%	1.14M	51.6M	32.62K	+2.96%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	1.08M	48.92M	89.65K	+9.09%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.4%	1.12M	50.84M	28.48K	+2.61%
Dec 31, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.39%	1.04M	47.31M	87.53K	+9.18%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.39%	1.03M	46.95M	53.41K	+5.45%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.39%	1.03M	46.71M	2.96K	+0.29%
Dec 31, 2025	ALLEN CAPITAL GROUP, LLC	0.38%	1.01M	45.92M	-7.02K	-0.69%
Dec 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.36%	1.01M	46.01M	-23.35K	-2.25%
Dec 31, 2025	MARINER, LLC	0.34%	916.02K	41.63M	11.25K	+1.24%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	920.37K	41.83M	507.88K	+123.13%
Dec 31, 2025	VALENCE8 US LP	0.34%	922.98K	41.95M	6.63K	+0.72%
Dec 31, 2025	RVW WEALTH, LLC	0.33%	940.03K	42.72M	-6.75K	-0.71%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.53%	1.51M	66.69M	0	0
Sep 30, 2025	UBS GROUP AG	1.36%	3.89M	171.79M	367.57K	+10.44%
Sep 30, 2025	JPMORGAN CHASE & CO	1.35%	3.86M	170.38M	-3.15M	-44.99%
Sep 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.36%	1.04M	45.76M	-129.21K	-11.09%
Sep 30, 2025	WHARTON BUSINESS GROUP, LLC	0.27%	767.65K	33.92M	-685	-0.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.31%	26.61M	1.18B	1.64M	+6.56%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.97%	2.79M	123.15M	172.25K	+6.59%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.39%	1.13M	49.85M	130.27K	+13.06%
Sep 30, 2025	VALENCE8 US LP	0.32%	916.34K	40.49M	11.04K	+1.22%
Sep 30, 2025	MARINER, LLC	0.32%	904.77K	39.98M	70.79K	+8.49%
Sep 30, 2025	SILVER COAST INVESTMENTS LLC	0.3%	863.57K	38.16M	18.71K	+2.22%
Sep 30, 2025	UNISON ADVISORS LLC	0.29%	838.68K	37.06M	-6.48K	-0.77%
Sep 30, 2025	HARBOR GROUP, INC.	0.28%	814.3K	35.98M	30.09K	+3.84%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.28%	803.52K	35.51M	734	+0.09%
Sep 30, 2025	MORGAN STANLEY	1.92%	5.49M	242.8M	359.94K	+7.01%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.94%	5.55M	245.26M	304.18K	+5.80%
Sep 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.27%	761.48K	33.65M	96.6K	+14.53%
Sep 30, 2025	MASON STREET ADVISORS, LLC	0.26%	751.44K	33.21M	58.74K	+8.48%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.26%	734.11K	32.44M	4.27K	+0.59%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.25%	702.73K	31.05M	274.41K	+64.07%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.24%	699.2K	31.02M	-345.31K	-33.06%
Sep 30, 2025	SUNBURST FINANCIAL GROUP, LLC	0.24%	689.58K	30.47M	272.11K	+65.18%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.24%	672.3K	29.71M	21.71K	+3.34%
Sep 30, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.23%	658.87K	29.7M	-1.78K	-0.27%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.22%	643.14K	28.42M	-65.35K	-9.22%
Sep 30, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.21%	607.13K	26.83M	9.25K	+1.55%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	586.47K	25.92M	64.79K	+12.42%
Sep 30, 2025	CARR FINANCIAL GROUP CORP	0.2%	566.38K	25.03M	73.71K	+14.96%
Sep 30, 2025	ENZI WEALTH	0.19%	529.86K	23.68M	1.82K	+0.35%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	776.18K	34.3M	-182.28K	-19.02%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.22%	3.49M	154.13M	159.28K	+4.79%
Sep 30, 2025	EASTERN BANK	0.79%	2.27M	100.15M	90.71K	+4.17%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.77%	2.21M	97.48M	-31.76K	-1.42%
Sep 30, 2025	JANE STREET GROUP, LLC	0.59%	1.68M	74.27M	1.68M	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.59%	1.68M	74.26M	-122.63K	-6.80%
Sep 30, 2025	ROYAL BANK OF CANADA	0.55%	1.56M	69.15M	69.5K	+4.65%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.53%	1.52M	67.3M	148.89K	+10.84%
Sep 30, 2025	MILLBURN RIDGEFIELD CORP	0.53%	1.51M	66.69M	0	0
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.51%	1.46M	64.69M	86.96K	+6.32%
Sep 30, 2025	AGF MANAGEMENT LTD	0.44%	1.27M	56.08M	16.72K	+1.34%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.44%	1.27M	56.05M	91.91K	+7.81%
Sep 30, 2025	FMR LLC	0.44%	1.26M	55.73M	-21.55K	-1.68%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.97%	2.76M	122.18M	-320.7K	-10.39%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.56%	53.04M	2.34B	19.18M	+56.66%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	7.83%	22.38M	988.79M	-9.19M	-29.12%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.51%	15.75M	696.02M	-3.08M	-16.37%
Sep 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	3.69%	10.53M	467.37M	1.4M	+15.32%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.1%	8.87M	393.24M	-432.07K	-4.65%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.72%	4.91M	216.79M	-133.14K	-2.64%
Sep 30, 2025	CERITY PARTNERS LLC	1.61%	4.6M	203.58M	-17.86K	-0.39%
Sep 30, 2025	LPL FINANCIAL LLC	1.59%	4.54M	200.49M	255.51K	+5.97%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.4%	4M	176.69M	328.95K	+8.96%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.39%	1.1M	48.73M	88.91K	+8.77%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.38%	1.09M	48.17M	39.87K	+3.80%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.38%	1.08M	47.78M	51.54K	+5.01%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.36%	1.02M	45.29M	625.41K	+156.58%
Sep 30, 2025	ALLEN CAPITAL GROUP, LLC	0.36%	1.02M	44.96M	10.43K	+1.04%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	986.77K	43.61M	46.77K	+4.98%
Sep 30, 2025	BLACKROCK, INC.	0.27%	765.09K	33.81M	-116.79K	-13.24%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	979.49K	43.28M	22.14K	+2.31%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	979.32K	42.47M	18.11K	+1.88%
Sep 30, 2025	LIFE LINE WEALTH MANAGEMENT LLC	0.34%	967.76K	42.77M	-5.93K	-0.61%
Sep 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.33%	953.46K	42.13M	49.75K	+5.51%
Sep 30, 2025	RVW WEALTH, LLC	0.33%	946.78K	41.84M	22.78K	+2.46%
Jun 30, 2025	JPMORGAN CHASE & CO	2.59%	7.01M	302.92M	1.74M	+33.06%
Jun 30, 2025	LIFE LINE WEALTH MANAGEMENT LLC	0.36%	973.69K	42.08M	973.69K	+100.00%
Jun 30, 2025	FINANCIAL STRATEGIES GROUP, INC.	0.39%	1.05M	45.19M	28.75K	+2.81%
Jun 30, 2025	PARAGON CAPITAL MANAGEMENT LTD	0.22%	597.88K	25.84M	3.9K	+0.66%
Jun 30, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.24%	660.65K	28.6M	-9.25K	-1.38%
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.25%	664.87K	28.74M	33.52K	+5.31%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.26%	708.48K	30.62M	-120.73K	-14.56%
Jun 30, 2025	WHARTON BUSINESS GROUP, LLC	0.28%	768.34K	33.21M	12.54K	+1.66%
Jun 30, 2025	HARBOR GROUP, INC.	0.29%	784.21K	33.89M	69.37K	+9.70%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	521.69K	22.55M	26.47K	+5.34%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.2%	532.58K	23.02M	495.89K	+1,351.61%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.42%	1.15M	49.57M	40.12K	+3.63%
Jun 30, 2025	CATALYST CAPITAL ADVISORS LLC	0.56%	1.51M	65.23M	-124.87K	-7.64%
Jun 30, 2025	UBS GROUP AG	1.3%	3.52M	152.14M	1.16M	+49.42%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.37%	997.72K	43.12M	54.14K	+5.74%
Jun 30, 2025	ALLEN CAPITAL GROUP, LLC	0.37%	1.01M	43.52M	19.96K	+2.02%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.35%	3.67M	158.6M	618.58K	+20.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	1.8M	77.93M	83.15K	+4.83%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.22%	593.92K	25.67M	-120.59K	-16.88%
Jun 30, 2025	LPL FINANCIAL LLC	1.58%	4.28M	185.05M	293.12K	+7.35%
Jun 30, 2025	MILLBURN RIDGEFIELD CORP	0.56%	1.51M	65.23M	-124.87K	-7.64%
Jun 30, 2025	ROYAL BANK OF CANADA	0.55%	1.5M	64.63M	316.07K	+26.80%
Jun 30, 2025	RVW WEALTH, LLC	0.34%	924K	39.94M	-7.35K	-0.79%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	961.21K	41.53M	194.91K	+25.43%
Jun 30, 2025	UNISON ADVISORS LLC	0.31%	845.15K	36.53M	21.01K	+2.55%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.52%	1.41M	60.81M	92.37K	+7.03%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.51%	1.38M	59.51M	139.63K	+11.28%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.16%	441.39K	19.08M	274	+0.06%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.16%	441.35K	19.08M	37.22K	+9.21%
Jun 30, 2025	LEDYARD NATIONAL BANK	0.16%	430.53K	18.61M	20.01K	+4.87%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.16%	428.32K	18.51M	17.98K	+4.38%
Jun 30, 2025	COLONY GROUP, LLC	0.16%	424.93K	18.37M	271.88K	+177.64%
Jun 30, 2025	SUNBURST FINANCIAL GROUP, LLC	0.15%	417.48K	18.04M	19.29K	+4.84%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	397.9K	17.2M	28.05K	+7.58%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.14%	386.21K	16.68M	301.15K	+354.03%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	385.06K	16.64M	2.84K	+0.74%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.12%	331.53K	14.33M	-16.63K	-4.78%
Jun 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.11%	284.86K	12.31M	3.52K	+1.25%
Jun 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.1%	269.27K	11.64M	-13.07K	-4.63%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.09%	256.81K	11.1M	-44.76K	-14.84%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.09%	255.81K	11.06M	10.18K	+4.14%
Jun 30, 2025	AGF MANAGEMENT LTD	0.46%	1.25M	54.13M	53.07K	+4.43%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.43%	1.18M	50.85M	1.18M	+100.00%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.39%	1.05M	45.39M	-19.43K	-1.82%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.39%	1.04M	44.34M	-96.22K	-8.43%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.38%	1.03M	44.51M	29.1K	+2.91%
Jun 30, 2025		0.36%	973.69K	42.08M	973.69K	+100.00%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.3%	802.78K	34.7M	14.96K	+1.90%
Jun 30, 2025	EMPLOYEES' RETIREMENT FUND OF THE CITY OF FORT WORTH	0.2%	537K	21.31M	0	0
Jun 30, 2025	ENZI WEALTH	0.2%	528.04K	22.71M	-9.65K	-1.79%
Jun 30, 2025	MORGAN STANLEY	1.9%	5.13M	221.92M	252.27K	+5.17%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.86%	5.04M	217.79M	-901.52K	-15.18%
Jun 30, 2025	CERITY PARTNERS LLC	1.71%	4.62M	199.94M	740.17K	+19.08%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.14%	3.09M	133.36M	-145K	-4.49%
Jun 30, 2025	D'ORAZIO & ASSOCIATES, INC.	0.43%	1.16M	50.34M	227.62K	+24.29%
Jun 30, 2025	VALENCE8 US LP	0.33%	905.3K	39.13M	-135.85K	-13.05%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.17%	455.37K	19.68M	18.3K	+4.19%
Jun 30, 2025	HAVERFORD TRUST CO	0.17%	450.84K	19.49M	93.83K	+26.28%
Jun 30, 2025	ALTUS WEALTH MANAGEMENT, LLC	0.17%	450.02K	19.45M	276.6K	+159.49%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.23%	3.33M	143.86M	137.86K	+4.32%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.83%	2.24M	96.71M	133.84K	+6.36%
Jun 30, 2025	EASTERN BANK	0.8%	2.18M	94.03M	75.72K	+3.61%
Jun 30, 2025	FMR LLC	0.47%	1.28M	55.44M	13.74K	+1.08%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.37%	1.01M	43.81M	50.57K	+5.25%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	958.46K	41.43M	50.88K	+5.61%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.35%	957.35K	41.38M	127.26K	+15.33%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	939.99K	40.63M	80.2K	+9.33%
Jun 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.33%	903.71K	39.06M	44.71K	+5.20%
Jun 30, 2025	BLACKROCK, INC.	0.33%	881.89K	38.12M	115.23K	+15.03%
Jun 30, 2025	SILVER COAST INVESTMENTS LLC	0.31%	844.85K	36.51M	4.49K	+0.53%
Jun 30, 2025	MARINER, LLC	0.31%	833.98K	36.04M	78.94K	+10.46%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.63%	1.7M	73.41M	-320.06K	-15.86%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.97%	2.61M	113M	-38.68K	-1.46%
Jun 30, 2025	FOSTER GROUP, INC.	0.18%	477.3K	20.63M	1.03K	+0.22%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.94%	5.25M	226.73M	349K	+7.13%
Jun 30, 2025	CARR FINANCIAL GROUP CORP	0.18%	492.68K	21.29M	246.25K	+99.93%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12.5%	33.86M	1.46B	31.44M	+1,299.39%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	11.66%	31.57M	1.36B	974.64K	+3.19%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	9.22%	24.97M	1.08B	4.09M	+19.61%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.95%	18.83M	814.03M	260.35K	+1.40%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.43%	9.3M	402.19M	1.11M	+13.52%
Jun 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	3.37%	9.13M	394.78M	2.13M	+30.48%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	12.45%	30.59M	1.21B	-412K	-1.33%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	907.58K	36.02M	110.26K	+13.83%
Mar 31, 2025	SANDY SPRING BANK	0.37%	917.61K	36.42M	261.32K	+39.82%
Mar 31, 2025	EASTERN BANK	0.85%	2.1M	83.35M	1.25M	+146.93%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.08%	2.65M	105.31M	-32.64K	-1.22%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.24%	3.05M	121.09M	525.69K	+20.82%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.86%	2.1M	83.5M	-21.93K	-1.03%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.3%	3.19M	126.64M	309.53K	+10.74%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	8.5%	20.88M	828.76M	12.92M	+162.31%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.56%	18.57M	737.21M	1.07M	+6.09%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.33%	8.19M	325.7M	2.47M	+43.15%
Mar 31, 2025	FMR LLC	0.52%	1.27M	50.36M	17.5K	+1.40%
Mar 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.5%	1.24M	49.11M	46.05K	+3.87%
Mar 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	2.85%	7M	277.86M	4.76M	+211.86%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	2.42%	5.94M	235.78M	-158.65K	-2.60%
Mar 31, 2025	JPMORGAN CHASE & CO	2.14%	5.27M	209.06M	-569.37K	-9.76%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.32%	787.83K	31.27M	266.71K	+51.18%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	859.8K	34.13M	65.78K	+8.28%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.99%	4.9M	194.36M	206.98K	+4.41%
Mar 31, 2025	MORGAN STANLEY	1.99%	4.88M	193.78M	-561.88K	-10.32%
Mar 31, 2025	LPL FINANCIAL LLC	1.62%	3.99M	158.3M	49.82K	+1.26%
Mar 31, 2025	AGF MANAGEMENT LTD	0.49%	1.2M	47.6M	29.89K	+2.56%
Mar 31, 2025	ROYAL BANK OF CANADA	0.48%	1.18M	46.8M	-108.87K	-8.45%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.46%	1.14M	45.28M	-59.36K	-4.95%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.45%	1.11M	43.93M	117.92K	+11.93%
Mar 31, 2025	BLACKROCK, INC.	0.31%	766.66K	30.43M	13.28K	+1.76%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	766.3K	30.42M	47K	+6.53%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.98%	2.42M	96.03M	-316.08K	-11.55%
Mar 31, 2025	UBS GROUP AG	0.96%	2.36M	93.5M	166.05K	+7.58%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.82%	2.02M	80.12M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	1.72M	68.26M	75.43K	+4.59%
Mar 31, 2025	MILLBURN RIDGEFIELD CORP	0.67%	1.63M	64.86M	-7.27K	-0.44%
Mar 31, 2025	CATALYST CAPITAL ADVISORS LLC	0.67%	1.63M	64.86M	-7.27K	-0.44%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.53%	1.31M	52.17M	385	+0.03%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.39%	963.18K	38.23M	177.91K	+22.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.38%	943.58K	37.45M	154.97K	+19.65%
Mar 31, 2025	CERITY PARTNERS LLC	1.58%	3.88M	153.95M	305.52K	+8.55%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.31%	3.23M	128.23M	-30.63K	-0.94%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.44%	1.07M	42.46M	984.49K	+1,155.48%
Mar 31, 2025	VALENCE8 US LP	0.42%	1.04M	41.32M	50.71K	+5.12%
Mar 31, 2025	FINANCIAL STRATEGIES GROUP, INC.	0.42%	1.02M	40.4M	12.77K	+1.27%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.41%	1M	39.72M	-79.44K	-7.35%
Mar 31, 2025	ALLEN CAPITAL GROUP, LLC	0.4%	987.06K	39.18M	5.84K	+0.60%
Mar 31, 2025	D'ORAZIO & ASSOCIATES, INC.	0.38%	937.21K	37.2M	-2.92K	-0.31%
Mar 31, 2025	RVW WEALTH, LLC	0.38%	931.35K	36.97M	-245.08K	-20.83%
Mar 31, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.35%	859K	34.09M	30.81K	+3.72%
Mar 31, 2025	SILVER COAST INVESTMENTS LLC	0.34%	840.36K	33.35M	-52.83K	-5.91%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	830.09K	32.95M	59.68K	+7.75%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.34%	829.21K	32.91M	765.14K	+1,194.23%
Mar 31, 2025	UNISON ADVISORS LLC	0.34%	824.14K	32.71M	82.33K	+11.10%
Mar 31, 2024	MILLBURN RIDGEFIELD CORP	0.68%	1.35M	53.36M	53.8K	+4.17%
Mar 31, 2024	DECHTMAN WEALTH MANAGEMENT, LLC	0.28%	597.07K	23.68M	-29.5K	-4.71%
Mar 31, 2024	BLACKROCK INC.	0.28%	604.58K	23.98M	31.6K	+5.51%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	1.46%	2.87M	113.98M	-60.17K	-2.05%
Mar 31, 2024	FOSTER VICTOR WEALTH ADVISORS, LLC	0.3%	651.92K	25.41M	-5.86K	-0.89%
Mar 31, 2024	LPL FINANCIAL LLC	1.48%	3.16M	125.14M	341.02K	+12.12%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.75%	1.6M	63.33M	111.68K	+7.52%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.8%	1.59M	63M	178.51K	+12.66%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.91%	1.79M	71.04M	179.39K	+11.13%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.94%	2.02M	80.06M	0	0
Mar 31, 2024	BOGART WEALTH, LLC	1%	1.97M	78M	30.44K	+1.57%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1%	1.98M	78.52M	1.91M	+2,614.13%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0.42%	819.6K	32.51M	-32.6K	-3.83%
Mar 31, 2024	VALENCE8 US LP	0.44%	872.67K	34.61M	153.61K	+21.36%
Mar 31, 2024	SAGE MOUNTAIN ADVISORS LLC	0.44%	875.69K	34.73M	-2.45K	-0.28%
Mar 31, 2024	D'ORAZIO & ASSOCIATES, INC.	0.48%	943.77K	37.43M	134.72K	+16.65%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.48%	1.03M	41.03M	-13.24K	-1.26%
Mar 31, 2024	FINANCIAL STRATEGIES GROUP, INC.	0.49%	960.01K	37.71M	-45.33K	-4.51%
Mar 31, 2024	FMR LLC	0.49%	1.05M	41.53M	60.94K	+6.18%
Mar 31, 2024	ALLEN CAPITAL GROUP, LLC	0.52%	1.02M	40.61M	38.11K	+3.87%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.53%	1.05M	41.5M	272.94K	+35.29%
Mar 31, 2024	RVW WEALTH, LLC	0.53%	1.05M	41.62M	52.98K	+5.32%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.57%	1.12M	42.96M	120.22K	+11.98%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.66%	1.41M	55.78M	794.65K	+129.65%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.66%	1.3M	51.76M	1.3M	+100.00%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	0.68%	1.35M	53.36M	53.8K	+4.17%
Mar 31, 2024	EMPLOYEES' RETIREMENT FUND OF THE CITY OF FORT WORTH	0.3%	637K	25.26M	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.73%	1.56M	61.75M	2.2K	+0.14%
Mar 31, 2024	RETIREMENT PLANNING GROUP	1.04%	2.05M	81.13M	23.33K	+1.15%
Mar 31, 2024	UNISON ADVISORS LLC	1.06%	2.09M	82.98M	119.33K	+6.05%
Mar 31, 2024	UBS GROUP AG	1.15%	2.46M	97.53M	210.7K	+9.37%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.28%	2.52M	99.91M	124.72K	+5.21%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	2.52%	4.98M	197.41M	-314.99K	-5.95%
Mar 31, 2024	MORGAN STANLEY	2.95%	6.3M	249.99M	201.01K	+3.29%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.1%	6.63M	263.45M	-248.87K	-3.62%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.2%	8.99M	356.64M	-1.99M	-18.09%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.38%	752.69K	29.85M	88.62K	+13.35%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.38%	820.47K	32.54M	-115.95K	-12.38%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	769.81K	30.53M	769.81K	+100.00%
Mar 31, 2024	TOBIAS FINANCIAL ADVISORS, INC.	0.39%	774.26K	30.71M	20.57K	+2.73%
Mar 31, 2024	EASTERN BANK	0.42%	832.53K	33.02M	361.36K	+76.69%
Mar 31, 2024	SILVER COAST INVESTMENTS LLC	0.42%	835.48K	33.14M	19.24K	+2.36%
Mar 31, 2024	ROYAL BANK OF CANADA	0.6%	1.29M	51.27M	-260.78K	-16.79%
Mar 31, 2024	49 WEALTH MANAGEMENT, LLC	0.61%	1.2M	47.67M	134.62K	+12.58%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.65%	1.39M	54.93M	-101.91K	-6.85%
Mar 31, 2024	BALENTINE LLC	0.67%	1.33M	52.58M	107.67K	+8.84%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	802.93K	31.84M	-145.75K	-15.36%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.35%	742.8K	29.46M	54.8K	+7.97%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.34%	734.91K	29.15M	16.31K	+2.27%
Mar 31, 2024	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.34%	727.71K	28.86M	2.48K	+0.34%
Mar 31, 2024	MGO ONE SEVEN LLC	0.34%	726.47K	28.81M	34.91K	+5.05%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.29%	629.73K	24.98M	50.78K	+8.77%
Mar 31, 2024	RICHARD BERNSTEIN ADVISORS LLC	1.63%	3.22M	127.59M	-889.07K	-21.65%
Mar 31, 2024	ANNEX ADVISORY SERVICES, LLC	1.73%	3.41M	135.22M	149.16K	+4.58%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	1.98%	3.91M	154.96M	266.59K	+7.32%
Mar 31, 2024	CERITY PARTNERS LLC	2.04%	4.03M	159.9M	2.29M	+130.97%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	3.02%	5.96M	236.47M	-228.99K	-3.70%
Mar 31, 2024	JPMORGAN CHASE & CO	3.04%	6.5M	257.68M	-2.85M	-30.48%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	9.86%	21.1M	836.73M	-164.77K	-0.77%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	14.32%	30.63M	1.21B	657.01K	+2.19%
Dec 31, 2023	UBS GROUP AG	1.15%	2.25M	84.45M	-176.65K	-7.28%
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.22%	2.39M	89.93M	136.19K	+6.03%
Dec 31, 2023	LPL FINANCIAL LLC	1.43%	2.81M	105.7M	877.72K	+45.33%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.5%	2.93M	110.2M	154.57K	+5.56%
Dec 31, 2023	ANNEX ADVISORY SERVICES, LLC	1.66%	3.26M	122.46M	3.26M	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	1.86%	3.64M	136.74M	187.39K	+5.43%
Dec 31, 2023	RICHARD BERNSTEIN ADVISORS LLC	2.09%	4.11M	154.23M	-348.77K	-7.83%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	2.7%	5.29M	198.78M	-306.17K	-5.47%
Dec 31, 2023	MORGAN STANLEY	3.11%	6.1M	229.2M	-75.25K	-1.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.51%	6.88M	258.54M	-565.69K	-7.60%
Dec 31, 2023	JPMORGAN CHASE & CO	4.76%	9.35M	351.04M	-288.25K	-2.99%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.76%	1.49M	55.78M	160.55K	+12.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.76%	1.49M	55.85M	-27.84K	-1.84%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.6%	10.98M	412.36M	-1.19M	-9.77%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	10.84%	21.26M	798.61M	-1.04M	-4.68%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	15.28%	29.97M	1.13B	542.09K	+1.84%
Dec 31, 2023	MGO ONE SEVEN LLC	0.35%	691.56K	25.98M	23.52K	+3.52%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.37%	718.6K	26.99M	9.29K	+1.31%
Dec 31, 2023	VALENCE8 US LP	0.37%	719.06K	27.01M	719.06K	+100.00%
Dec 31, 2023	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.37%	725.23K	27.24M	5.63K	+0.78%
Dec 31, 2023	TOBIAS FINANCIAL ADVISORS, INC.	0.38%	753.69K	28.31M	24.82K	+3.41%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.39%	773.37K	29.05M	181.4K	+30.64%
Dec 31, 2023	D'ORAZIO & ASSOCIATES, INC.	0.41%	809.05K	30.39M	543.63K	+204.82%
Dec 31, 2023		0.37%	725.23K	27.24M	725.23K	+100.00%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0.43%	852.2K	32.01M	851.8K	+214,020.10%
Dec 31, 2023	SAGE MOUNTAIN ADVISORS LLC	0.45%	878.14K	32.98M	51.88K	+6.28%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.48%	936.42K	35.18M	-315.64K	-25.21%
Dec 31, 2023	ROYAL BANK OF CANADA	0.79%	1.55M	58.35M	100.8K	+6.94%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	948.68K	35.63M	100.93K	+11.91%
Dec 31, 2023	ALLEN CAPITAL GROUP, LLC	0.5%	985.93K	37.03M	17.28K	+1.78%
Dec 31, 2023	FMR LLC	0.5%	986.12K	37.04M	74K	+8.11%
Dec 31, 2023	RVW WEALTH, LLC	0.51%	996.53K	37.43M	115.8K	+13.15%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.51%	1M	37.68M	102.09K	+11.33%
Dec 31, 2023	FINANCIAL STRATEGIES GROUP, INC.	0.51%	1.01M	37.18M	8.39K	+0.84%
Dec 31, 2023	RETIREMENT PLANNING GROUP	1.03%	2.02M	75.96M	42.29K	+2.14%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.03%	2.02M	75.82M	0	0
Dec 31, 2023	UNISON ADVISORS LLC	1.01%	1.97M	74.11M	27.37K	+1.41%
Dec 31, 2023	BOGART WEALTH, LLC	0.99%	1.94M	72.73M	55.78K	+2.97%
Dec 31, 2023	CERITY PARTNERS LLC	0.89%	1.75M	65.57M	84.88K	+5.11%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.82%	1.61M	60.54M	124.42K	+8.36%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.79%	1.55M	58.4M	-62.66K	-3.87%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.53%	1.05M	39.36M	-26.66K	-2.48%
Dec 31, 2023	BALENTINE LLC	0.62%	1.22M	45.75M	-388.26K	-24.17%
Dec 31, 2023	CATALYST CAPITAL ADVISORS LLC	0.66%	1.29M	48.52M	-198.11K	-13.30%
Dec 31, 2023	MILLBURN RIDGEFIELD CORP	0.66%	1.29M	48.52M	-198.11K	-13.30%
Dec 31, 2023	RATIONAL ADVISORS LLC	0.66%	1.29M	48.52M	1.29M	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.72%	1.41M	52.96M	-82.98K	-5.56%
Dec 31, 2023	CARLSON CAPITAL MANAGEMENT	0.72%	1.41M	53.05M	-22.49K	-1.57%

Frequently Asked Questions