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

Who are the major shareholders selling iShares Core 1-5 Year USD Bond ETF stock?

IRON FINANCIAL LLC, in the last quarter, reduced its stake in ISTB by -0.25% restricting it's holding to 329.73 thousand shares of worth nearly $15.91M. SPINNAKER TRUST also lessened -0.71% of the ISTB shares from its portfolio, reducing its holding to 1.37 million shares of worth $66.12M. OPAL WEALTH ADVISORS, LLC also shunned ISTB shares holding by -0.28% last quarter which brought its holding to 414.93 thousand shares worth $20.02M.

Investors who are buying ISTB stock?

As per its latest 13F filing, COURAGE MILLER PARTNERS, LLC increased its stake in ISTB by 4.28% in the last quarter. The institutional holder raised its holding to 594.28 thousand shares having worth more than $28.67M. BRINKER CAPITAL INVESTMENTS, LLC also added 17.9% more shares of ISTB to its portfolio, raising its holding to 328.26 thousand shares of worth $15.84M. ROYAL BANK OF CANADA also increased its ISTB shares holding by 3.45% which brought its holding to 543.04 thousand shares worth $26.20M.

ISTB's major insiders: who are they?

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

Did an insider recently sell ISTB stock?

Company executives, directors, and other insiders own N/A percent of iShares Core 1-5 Year USD Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which ISTB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ISTB stock?

There have been 0 transaction(s) during the past 6-months in which iShares Core 1-5 Year USD Bond ETF insiders have bought stock, totalling 0 shares

How much of ISTB does insiders own?

Around 0 iShares Core 1-5 Year USD Bond ETF shares are held by insiders, which represents about N/A of ISTB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ISTB?

COURAGE MILLER PARTNERS, LLC is the largest institutional owner in ISTB which holds 594.28 thousand shares worth $28.67M or 0.56% of the total ISTB shares outstanding followed by BRINKER CAPITAL INVESTMENTS, LLC with ownership of 328.26 thousand shares representing 0.31% of the ISTB ownership. IRON FINANCIAL LLC is the third largest stakeholder with 329.73 thousand shares or 0.31% of the ownership worth more than $15.91M.

Is iShares Core 1-5 Year USD Bond ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ISTB is concerned, it is a stock which is optionable.

Is there a short position on ISTB's shares?

Number of ISTB 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 ISTB shares are there?

As of today, null shares of ISTB are outstanding.

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

ISTB 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 ISTB is null.

iShares Core 1-5 Year USD Bond ETF (ISTB) 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. COURAGE MILLER PARTNERS, LLC is the top corporate investor, holding 594.28K shares valued at $28.67M. A 0.56% stake in iShares Core 1-5 Year USD Bond ETF is owned by the company. BRINKER CAPITAL INVESTMENTS, LLC owns 328.26K shares valued at $15.84M, 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	COURAGE MILLER PARTNERS, LLC	0.56%	594.28K	28.67M	24.41K	+4.28%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.31%	328.26K	15.84M	49.83K	+17.90%
Jun 30, 2026	IRON FINANCIAL LLC	0.31%	329.73K	15.91M	-838	-0.25%
Jun 30, 2026	ROYAL BANK OF CANADA	0.52%	543.04K	26.2M	18.09K	+3.45%
Jun 30, 2026	PITTENGER & ANDERSON INC	0.53%	552.51K	26.66M	10.84K	+2.00%
Jun 30, 2026	ALEXANDER RANDOLPH ADVISORY, INC.	0.31%	328.04K	15.83M	13.19K	+4.19%
Jun 30, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.3%	318.55K	15.37M	73.33K	+29.90%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	294.77K	14.22M	157.12K	+114.15%
Jun 30, 2026	FIDUCIARY ADVISORS, INC.	0.26%	270.98K	13.07M	17.49K	+6.90%
Jun 30, 2026	BLACKROCK, INC.	7.37%	7.76M	374.19M	2.03M	+35.39%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	2.47%	2.6M	124.73M	2.6M	+100.00%
Jun 30, 2026	MARINER, LLC	1.34%	1.41M	68M	88.64K	+6.71%
Jun 30, 2026	SPINNAKER TRUST	1.3%	1.37M	66.12M	-9.85K	-0.71%
Jun 30, 2026	TOWNSEND & ASSOCIATES, INC	1.18%	1.24M	59.62M	35.06K	+2.91%
Jun 30, 2026	CAHABA WEALTH MANAGEMENT, INC.	1.15%	1.21M	58.56M	84.94K	+7.52%
Jun 30, 2026	LJI WEALTH MANAGEMENT, LLC	1.14%	1.2M	57.84M	1.18M	+5,404.91%
Jun 30, 2026	MORGAN STANLEY	1.06%	1.12M	54.02M	186.95K	+20.05%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.42%	443.09K	21.38M	3.19K	+0.73%
Jun 30, 2026	OPAL WEALTH ADVISORS, LLC	0.39%	414.93K	20.02M	-1.17K	-0.28%
Jun 30, 2026	BUTTONWOOD FINANCIAL ADVISORS INC.	0.27%	261.38K	12.61M	-36.81K	-12.34%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.23%	228.65K	11.03M	62.98K	+38.01%
Jun 30, 2026	FONVILLE WEALTH MANAGEMENT LLC	0.23%	226.57K	10.93M	6.41K	+2.91%
Jun 30, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.22%	221.16K	10.67M	25.64K	+13.12%
Jun 30, 2026	CRESTWOOD ADVISORS GROUP LLC	0.22%	217.19K	10.48M	16.12K	+8.02%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.21%	210.76K	10.17M	-55.72K	-20.91%
Jun 30, 2026	BECKER CAPITAL MANAGEMENT INC	0.2%	200.82K	9.69M	0	0
Jun 30, 2026	SPIRIT OF AMERICA MANAGEMENT CORP/NY	0.2%	195.08K	4.06K	190.52K	+4,178.14%
Jun 30, 2026	KFA PRIVATE WEALTH GROUP, LLC	0.19%	191.07K	9.22M	30.61K	+19.08%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	189.26K	9.13M	7.71K	+4.25%
Jun 30, 2026	MORRIS FINANCIAL CONCEPTS, INC.	0.19%	185.88K	8.97M	-3.04K	-1.61%
Jun 30, 2026	SEVEN SPRINGS WEALTH GROUP, LLC	1.09%	1.14M	55.21M	-212.16K	-15.64%
Jun 30, 2026	APELLA CAPITAL, LLC	1.03%	1.09M	52.18M	137.17K	+14.46%
Jun 30, 2026	UBS GROUP AG	0.94%	984K	47.48M	42.64K	+4.53%
Jun 30, 2026	JPMORGAN CHASE & CO	0.92%	967.74K	46.74M	-19.11K	-1.94%
Jun 30, 2026	CLUNE & ASSOCIATES, LTD.	0.39%	407.28K	19.65M	133.16K	+48.58%
Jun 30, 2026	WEALTH MANAGEMENT RESOURCES, INC.	0.34%	359.26K	17.33M	29.22K	+8.85%
Jun 30, 2026	OMEGA FINANCIAL GROUP, LLC	0.33%	343.68K	16.58M	18.06K	+5.55%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.64%	674.03K	32.52M	-55.01K	-7.55%
Jun 30, 2026	PROSPERITY PLANNING, INC.	1.04%	1.1M	52.99M	80.41K	+7.90%
Jun 30, 2026	TRUST POINT INC.	1.04%	1.1M	52.89M	3.33K	+0.30%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	2.49%	2.63M	126.67M	2.63M	+100.00%
Jun 30, 2026	FINANCIAL SOLUTIONS ADVISORY GROUP, INC.	1.07%	1.12M	54.02M	-59.48K	-5.02%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	0.61%	644.17K	31.08M	11.5K	+1.82%
Jun 30, 2026	CLEAR WAVE WEALTH MANAGEMENT LLC	0.42%	440.39K	21.25M	28.32K	+6.87%
Jun 30, 2026	ACORNS ADVISERS, LLC	12.13%	12.77M	616.07M	946.68K	+8.01%
Jun 30, 2026	STATE OF WISCONSIN INVESTMENT BOARD	5.27%	5.55M	267.77M	134.7K	+2.49%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.49%	2.63M	126.67M	56.36K	+2.19%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.3%	2.42M	116.84M	131.96K	+5.76%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.96%	2.06M	99.37M	294.9K	+16.73%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.89%	941.48K	45.43M	20.79K	+2.26%
Jun 30, 2026	MBL WEALTH, LLC	0.83%	874.82K	42.21M	40.1K	+4.80%
Jun 30, 2026		0.45%	440.39K	21.25M	28.32K	+6.87%
Jun 30, 2026	ABUNDANCE WEALTH COUNSELORS	0.48%	506.33K	24.43M	260K	+105.55%
Jun 30, 2026	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.48%	499.85K	24.09M	21.79K	+4.56%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.42%	442.76K	21.36M	-6.77K	-1.51%
Jun 30, 2026	LPL FINANCIAL LLC	0.81%	852.55K	41.14M	-33.57K	-3.79%
Jun 30, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.81%	852.45K	41.13M	111.15K	+14.99%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.68%	711.8K	34.34M	26.86K	+3.92%
Jun 30, 2026	CIM, LLC	0.53%	553.49K	26.71M	1.72K	+0.31%
Jun 30, 2026	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.27%	262.34K	12.66M	17.04K	+6.95%
Jun 30, 2026	FPC INVESTMENT ADVISORY, INC.	0.65%	688.51K	33.12M	35.03K	+5.36%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.58%	612.14K	29.54M	30.96K	+5.33%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.58%	609.94K	29.43M	52.47K	+9.41%
Mar 31, 2026	MBL WEALTH, LLC	0.8%	834.72K	40.45M	60.26K	+7.78%
Mar 31, 2026	KOSS-OLINGER CONSULTING, LLC	0.29%	307K	14.88M	-261.97K	-46.04%
Mar 31, 2026	ALEXANDER RANDOLPH ADVISORY, INC.	0.3%	314.85K	15.26M	19.34K	+6.55%
Mar 31, 2026	OMEGA FINANCIAL GROUP, LLC	0.31%	325.62K	15.78M	22.7K	+7.49%
Mar 31, 2026	WEALTH MANAGEMENT RESOURCES, INC.	0.32%	330.04K	15.99M	1.16K	+0.35%
Mar 31, 2026	ROYAL BANK OF CANADA	0.5%	524.96K	25.44M	-6.2K	-1.17%
Mar 31, 2026	PITTENGER & ANDERSON INC	0.52%	541.67K	26.25M	-26.12K	-4.60%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.53%	557.46K	27.01M	43.86K	+8.54%
Mar 31, 2026	JOHNSON FINANCIAL GROUP, INC.	0.53%	559.02K	27.09M	42.75K	+8.28%
Mar 31, 2026	COURAGE MILLER PARTNERS, LLC	0.54%	569.88K	27.62M	17.83K	+3.23%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.55%	581.18K	28.16M	36.35K	+6.67%
Mar 31, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.71%	741.3K	35.87M	185.13K	+33.29%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.75%	729.04K	35.4M	23.03K	+3.26%
Mar 31, 2026	LPL FINANCIAL LLC	0.85%	886.12K	42.94M	19.92K	+2.30%
Mar 31, 2026	MORGAN STANLEY	0.89%	932.56K	45.19M	73.42K	+8.55%
Mar 31, 2026	APELLA CAPITAL, LLC	0.91%	948.52K	46.11M	134.09K	+16.46%
Mar 31, 2026	JPMORGAN CHASE & CO	0.94%	986.85K	47.72M	-84.3K	-7.87%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.42%	439.9K	21.32M	53.93K	+13.97%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	181.54K	8.8M	43.15K	+31.18%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.19%	181.76K	8.81M	3.11K	+1.74%
Mar 31, 2026	MORRIS FINANCIAL CONCEPTS, INC.	0.19%	188.92K	9.16M	7.48K	+4.12%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.2%	195.52K	9.47M	32.21K	+19.72%
Mar 31, 2026	BECKER CAPITAL MANAGEMENT INC	0.21%	200.82K	9.73M	200.82K	+100.00%
Mar 31, 2026	CRESTWOOD ADVISORS GROUP LLC	0.21%	201.07K	9.74M	23.92K	+13.50%
Mar 31, 2026	STRATEGIC FINANCIAL PARTNERS, LTD.	0.22%	214.32K	10.39M	50.24K	+30.62%
Mar 31, 2026	FONVILLE WEALTH MANAGEMENT LLC	0.23%	220.15K	10.67M	14.99K	+7.31%
Mar 31, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.25%	245.22K	11.88M	34.7K	+16.49%
Mar 31, 2026	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.25%	245.3K	11.89M	27.49K	+12.62%
Mar 31, 2026	CITADEL ADVISORS LLC	0.39%	413.26K	20.03M	374.32K	+961.38%
Mar 31, 2026	OPAL WEALTH ADVISORS, LLC	0.4%	416.1K	20.16M	12K	+2.97%
Mar 31, 2026	CIM, LLC	0.53%	551.77K	26.74M	522	+0.09%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.88%	920.69K	44.62M	-76.91K	-7.71%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.27%	266.48K	12.91M	266.48K	+100.00%
Mar 31, 2026	IRON FINANCIAL LLC	0.32%	330.57K	16.02M	-4.85K	-1.45%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	371.38K	18M	371.38K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.37%	390.44K	18.92M	-160.41K	-29.12%
Mar 31, 2026		0.39%	412.08K	19.97M	412.08K	+100.00%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.43%	449.53K	21.78M	15.46K	+3.56%
Mar 31, 2026	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.46%	478.05K	23.15M	31.45K	+7.04%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.65%	684.94K	33.19M	14.8K	+2.21%
Mar 31, 2026	PROSPERITY PLANNING, INC.	0.97%	1.02M	49.32M	52.2K	+5.41%
Mar 31, 2026	TRUST POINT INC.	1.04%	1.09M	52.96M	-696.35K	-38.92%
Mar 31, 2026	CAHABA WEALTH MANAGEMENT, INC.	1.08%	1.13M	54.7M	64.24K	+6.03%
Mar 31, 2026	TOWNSEND & ASSOCIATES, INC	1.15%	1.21M	58.51M	38.85K	+3.33%
Mar 31, 2026	MARINER, LLC	1.26%	1.32M	64M	36.28K	+2.82%
Mar 31, 2026	SEVEN SPRINGS WEALTH GROUP, LLC	1.29%	1.36M	65.73M	1.36M	+100.00%
Mar 31, 2026	SPINNAKER TRUST	1.32%	1.38M	66.89M	-4.04K	-0.29%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.68%	1.76M	85.09M	331.96K	+23.21%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.19%	2.29M	110.96M	66.27K	+2.98%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.45%	2.57M	124.49M	223.72K	+9.54%
Mar 31, 2026	BLACKROCK, INC.	5.47%	5.73M	277.58M	198.24K	+3.59%
Mar 31, 2026	CLUNE & ASSOCIATES, LTD.	0.26%	274.12K	13.28M	72.73K	+36.11%
Mar 31, 2026	BOYD WEALTH MANAGEMENT, LLC	0.27%	277.86K	13.47M	7.13K	+2.63%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.27%	278.42K	13.49M	10.87K	+4.06%
Mar 31, 2026	BUTTONWOOD FINANCIAL ADVISORS INC.	0.28%	298.19K	14.45M	16.86K	+5.99%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.6%	632.68K	30.66M	19.89K	+3.25%
Mar 31, 2026	FPC INVESTMENT ADVISORY, INC.	0.62%	653.48K	31.73M	48.21K	+7.96%
Mar 31, 2026	ACORNS ADVISERS, LLC	11.28%	11.82M	572.88M	266.82K	+2.31%
Mar 31, 2026	ABUNDANCE WEALTH COUNSELORS	0.25%	246.33K	11.94M	10.97K	+4.66%
Mar 31, 2026	FIDUCIARY ADVISORS, INC.	0.26%	253.48K	12.28M	25.85K	+11.36%
Mar 31, 2026	UBS GROUP AG	0.9%	941.36K	45.62M	-3.69K	-0.39%
Mar 31, 2026	STATE OF WISCONSIN INVESTMENT BOARD	5.17%	5.42M	262.41M	102.4K	+1.93%
Dec 31, 2025	CAHABA WEALTH MANAGEMENT, INC.	1.1%	1.06M	51.9M	66.93K	+6.71%
Dec 31, 2025	TOWNSEND & ASSOCIATES, INC	1.21%	1.17M	56.87M	17.65K	+1.54%
Dec 31, 2025	SPINNAKER TRUST	1.42%	1.38M	67.48M	38.4K	+2.85%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.4%	2.35M	114.33M	-22.9K	-0.97%
Dec 31, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	0.17%	164.08K	8M	164.08K	+100.00%
Dec 31, 2025	MARYLAND CAPITAL ADVISORS INC.	0.17%	163.05K	7.95M	-6.63K	-3.91%
Dec 31, 2025	BLACKROCK, INC.	5.67%	5.53M	269.57M	-996.99K	-15.28%
Dec 31, 2025		1.5%	1.45M	70.67M	1.45M	+100.00%
Dec 31, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.18%	171.36K	8.35M	-9.1K	-5.04%
Dec 31, 2025	HOXTON PLANNING & MANAGEMENT, LLC	0.18%	178.34K	8.69M	74.19K	+71.24%
Dec 31, 2025	ABUNDANCE WEALTH COUNSELORS	0.24%	235.36K	11.47M	-2.75K	-1.15%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.27%	267.55K	13.04M	1.87K	+0.70%
Dec 31, 2025	BOYD WEALTH MANAGEMENT, LLC	0.28%	270.73K	13.2M	270.73K	+100.00%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.58%	568.96K	27.74M	102.79K	+22.05%
Dec 31, 2025	MARINER, LLC	1.31%	1.28M	62.62M	36.46K	+2.92%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.46%	1.43M	69.74M	253.73K	+21.56%
Dec 31, 2025	TRUST POINT INC.	1.85%	1.79M	87.23M	65.86K	+3.82%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.27%	2.22M	108.39M	110.02K	+5.21%
Dec 31, 2025	OPAL WEALTH ADVISORS, LLC	0.42%	404.1K	19.7M	13.76K	+3.52%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.45%	434.07K	21.16M	22.9K	+5.57%
Dec 31, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.46%	446.6K	21.78M	59.75K	+15.44%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	513.6K	25.04M	-21.04K	-3.93%
Dec 31, 2025	JOHNSON FINANCIAL GROUP, INC.	0.53%	516.27K	25.17M	55.32K	+12.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.55%	531.16K	25.9M	-4.18K	-0.78%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.56%	544.84K	26.56M	31.8K	+6.20%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.57%	550.84K	26.85M	90.67K	+19.70%
Dec 31, 2025	CIM, LLC	0.57%	551.25K	26.87M	18.33K	+3.44%
Dec 31, 2025	COURAGE MILLER PARTNERS, LLC	0.57%	552.05K	26.91M	2.04K	+0.37%
Dec 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.58%	556.17K	27.11M	134.57K	+31.92%
Dec 31, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.22%	217.82K	10.62M	20.23K	+10.24%
Dec 31, 2025	FIDUCIARY ADVISORS, INC.	0.24%	227.63K	11.1M	29.09K	+14.65%
Dec 31, 2025	CAPITAL INSIGHT PARTNERS, LLC	0.27%	267.94K	13.06M	-26.53K	-9.01%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.72%	706.01K	34.42M	346.13K	+96.18%
Dec 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	5.44%	5.31M	258.99M	71.4K	+1.36%
Dec 31, 2025	ACORNS ADVISERS, LLC	11.86%	11.55M	563.3M	562.19K	+5.11%
Dec 31, 2025	PITTENGER & ANDERSON INC	0.59%	567.79K	27.68M	37.46K	+7.06%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.63%	612.78K	29.87M	32.59K	+5.62%
Dec 31, 2025	FPC INVESTMENT ADVISORY, INC.	0.63%	605.28K	29.51M	41.55K	+7.37%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.69%	670.14K	32.67M	21.63K	+3.34%
Dec 31, 2025	MBL WEALTH, LLC	0.8%	774.46K	37.75M	27.95K	+3.74%
Dec 31, 2025	IRON FINANCIAL LLC	0.35%	335.43K	16.35M	-10.74K	-3.10%
Dec 31, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.34%	328.89K	16.03M	-15.49K	-4.50%
Dec 31, 2025	DORVAL CORP	0.33%	314.46K	15.33M	10.22K	+3.36%
Dec 31, 2025	OMEGA FINANCIAL GROUP, LLC	0.31%	302.92K	14.77M	16.65K	+5.82%
Dec 31, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.31%	295.51K	14.41M	10.54K	+3.70%
Dec 31, 2025	BUTTONWOOD FINANCIAL ADVISORS INC.	0.29%	281.34K	13.72M	18.58K	+7.07%
Dec 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.22%	210.51K	10.26M	66	+0.03%
Dec 31, 2025	FONVILLE WEALTH MANAGEMENT LLC	0.21%	205.16K	10M	4.76K	+2.37%
Dec 31, 2025	CLUNE & ASSOCIATES, LTD.	0.21%	201.4K	9.82M	29.74K	+17.32%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.19%	188.01K	9.17M	11.33K	+6.41%
Dec 31, 2025	CGN ADVISORS LLC	0.19%	182.6K	8.9M	3.18K	+1.77%
Dec 31, 2025	MORRIS FINANCIAL CONCEPTS, INC.	0.19%	181.45K	8.85M	4.95K	+2.81%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.18%	177.15K	8.64M	60.32K	+51.63%
Dec 31, 2025	MORGAN STANLEY	0.88%	859.14K	41.88M	65.35K	+8.23%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.39%	385.97K	18.82M	66K	+20.63%
Dec 31, 2025	LPL FINANCIAL LLC	0.89%	866.2K	42.23M	43.35K	+5.27%
Dec 31, 2025	UBS GROUP AG	0.97%	945.04K	46.07M	80.75K	+9.34%
Dec 31, 2025	APELLA CAPITAL, LLC	0.84%	814.42K	39.7M	106.75K	+15.09%
Dec 31, 2025	PROSPERITY PLANNING, INC.	1%	965.64K	47.07M	60.83K	+6.72%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.17%	163.31K	7.96M	25.38K	+18.40%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.02%	997.6K	48.63M	59.56K	+6.35%
Dec 31, 2025	JPMORGAN CHASE & CO	1.11%	1.07M	52.22M	211.27K	+24.57%
Sep 30, 2025	CIM, LLC	0.58%	532.92K	26.03M	-30.14K	-5.35%
Sep 30, 2025	FIDUCIARY ADVISORS, INC.	0.22%	198.54K	9.7M	13.27K	+7.16%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.5%	460.17K	22.47M	193.48K	+72.55%
Sep 30, 2025	ACORNS ADVISERS, LLC	11.91%	10.99M	536.88M	793.59K	+7.78%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.3%	273.1K	13.34M	-133.4K	-32.82%
Sep 30, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.31%	284.97K	13.92M	34.48K	+13.76%
Sep 30, 2025	FONVILLE WEALTH MANAGEMENT LLC	0.22%	200.41K	9.79M	31.25K	+18.47%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	5.68%	5.24M	255.98M	112.6K	+2.20%
Sep 30, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.21%	197.58K	9.65M	14.72K	+8.05%
Sep 30, 2025	COURAGE MILLER PARTNERS, LLC	0.6%	550.01K	26.86M	40.22K	+7.89%
Sep 30, 2025	PITTENGER & ANDERSON INC	0.57%	530.33K	25.9M	44.81K	+9.23%
Sep 30, 2025	MBL WEALTH, LLC	0.81%	746.51K	36.46M	36.11K	+5.08%
Sep 30, 2025	FPC INVESTMENT ADVISORY, INC.	0.61%	563.73K	27.53M	18.46K	+3.38%
Sep 30, 2025	IRON FINANCIAL LLC	0.37%	346.17K	16.91M	125.05K	+56.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.39%	359.88K	17.58M	-153.41K	-29.89%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.02%	938.04K	45.81M	173.3K	+22.66%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.45%	411.17K	20.08M	35.52K	+9.46%
Sep 30, 2025	MORGAN STANLEY	0.86%	793.79K	38.77M	64.78K	+8.89%
Sep 30, 2025	MARINER, LLC	1.35%	1.25M	60.95M	91.46K	+7.91%
Sep 30, 2025	SPINNAKER TRUST	1.46%	1.35M	65.73M	7.53K	+0.56%
Sep 30, 2025	TRUST POINT INC.	1.87%	1.72M	84.17M	34.77K	+2.06%
Sep 30, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.42%	386.86K	18.87M	23.95K	+6.60%
Sep 30, 2025	ABUNDANCE WEALTH COUNSELORS	0.26%	238.11K	11.63M	19.82K	+9.08%
Sep 30, 2025	BUTTONWOOD FINANCIAL ADVISORS INC.	0.28%	262.76K	12.83M	75.33K	+40.19%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.15%	137.94K	6.74M	23.22K	+20.24%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.16%	148.17K	7.22M	81.73K	+123.02%
Sep 30, 2025	BLACKROCK, INC.	7.07%	6.53M	318.76M	-485.51K	-6.92%
Sep 30, 2025	UBS GROUP AG	0.94%	864.29K	42.21M	-4.54K	-0.52%
Sep 30, 2025	CRANBROOK WEALTH MANAGEMENT, LLC	0.16%	151.1K	7.38M	-3.46K	-2.24%
Sep 30, 2025	TOWNSEND & ASSOCIATES, INC	1.24%	1.15M	56.22M	38.54K	+3.47%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.29%	2.11M	103.22M	117.98K	+5.91%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.56%	2.37M	115.66M	-32.4K	-1.35%
Sep 30, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.16%	151.71K	7.41M	-120.13K	-44.19%
Sep 30, 2025	MARYLAND CAPITAL ADVISORS INC.	0.18%	169.68K	8.29M	17.04K	+11.16%
Sep 30, 2025	CLUNE & ASSOCIATES, LTD.	0.19%	171.66K	8.38M	21.94K	+14.65%
Sep 30, 2025	MORRIS FINANCIAL CONCEPTS, INC.	0.19%	176.49K	8.62M	9.29K	+5.55%
Sep 30, 2025	CGN ADVISORS LLC	0.19%	179.42K	8.76M	13.79K	+8.32%
Sep 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.2%	180.45K	8.81M	-8.62K	-4.56%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	188.12K	9.19M	-5.68K	-2.93%
Sep 30, 2025	OMEGA FINANCIAL GROUP, LLC	0.31%	286.28K	13.98M	12.51K	+4.57%
Sep 30, 2025	CAPITAL INSIGHT PARTNERS, LLC	0.32%	294.46K	14.38M	-3.95K	-1.32%
Sep 30, 2025	DORVAL CORP	0.33%	304.23K	14.86M	15.21K	+5.26%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.5%	466.17K	22.68M	-1.91K	-0.41%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.35%	319.97K	15.63M	51.74K	+19.29%
Sep 30, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.37%	344.38K	16.82M	12.3K	+3.70%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.27%	1.18M	57.43M	193.12K	+19.63%
Sep 30, 2025	PROSPERITY PLANNING, INC.	0.98%	904.81K	44.19M	49.25K	+5.76%
Sep 30, 2025	CAHABA WEALTH MANAGEMENT, INC.	1.08%	997.64K	48.72M	46.35K	+4.87%
Sep 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.23%	210.45K	10.28M	357	+0.17%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.56%	513.04K	25.06M	10.28K	+2.04%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.63%	580.19K	28.34M	14.34K	+2.53%
Sep 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0.5%	460.95K	22.51M	51.17K	+12.49%
Sep 30, 2025	JPMORGAN CHASE & CO	0.93%	859.88K	42M	-71.01K	-7.63%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.7%	648.51K	31.67M	22.35K	+3.57%
Sep 30, 2025	APELLA CAPITAL, LLC	0.77%	707.67K	34.65M	317.07K	+81.17%
Sep 30, 2025	LPL FINANCIAL LLC	0.89%	822.85K	40.19M	-201.62K	-19.68%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.29%	265.68K	12.98M	71.01K	+36.48%
Sep 30, 2025	OPAL WEALTH ADVISORS, LLC	0.42%	390.34K	19.06M	7.79K	+2.04%
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.46%	421.6K	20.59M	421.6K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	534.64K	26.11M	-36.5K	-6.39%
Sep 30, 2025	ROYAL BANK OF CANADA	0.58%	535.34K	26.15M	13.11K	+2.51%
Jun 30, 2025	DORVAL CORP	0.32%	289.02K	14.06M	8.25K	+2.94%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.21%	194.67K	9.47M	-11.47K	-5.57%
Jun 30, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.27%	250.49K	12.19M	40.84K	+19.48%
Jun 30, 2025	LPL FINANCIAL LLC	1.12%	1.02M	49.84M	352.56K	+52.47%
Jun 30, 2025	JPMORGAN CHASE & CO	1.02%	930.89K	45.29M	181.52K	+24.22%
Jun 30, 2025	UBS GROUP AG	0.95%	868.84K	42.27M	-24.75K	-2.77%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.84%	764.74K	37.2M	63.87K	+9.11%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.69%	626.16K	30.46M	67.78K	+12.14%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.56%	513.29K	24.98M	192.42K	+59.97%
Jun 30, 2025	OPAL WEALTH ADVISORS, LLC	0.42%	382.55K	18.61M	13.89K	+3.77%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.41%	375.64K	18.28M	12.72K	+3.50%
Jun 30, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.4%	362.91K	17.62M	-1.89K	-0.52%
Jun 30, 2025	CAPITAL INSIGHT PARTNERS, LLC	0.33%	298.41K	14.52M	-22.31K	-6.96%
Jun 30, 2025	LINEWEAVER WEALTH ADVISORS, LLC	0.27%	249.03K	12.12M	47.43K	+23.52%
Jun 30, 2025	ABUNDANCE WEALTH COUNSELORS	0.24%	218.28K	10.62M	-12.06K	-5.24%
Jun 30, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.2%	182.86K	8.9M	2.31K	+1.28%
Jun 30, 2025	FONVILLE WEALTH MANAGEMENT LLC	0.19%	169.16K	8.23M	6.39K	+3.93%
Jun 30, 2025	CREATIVE PLANNING	0.24%	214.77K	10.45M	-19.83K	-8.45%
Jun 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.23%	210.09K	10.22M	4.02K	+1.95%
Jun 30, 2025	ACORNS ADVISERS, LLC	11.19%	10.2M	496.18M	-723.9K	-6.63%
Jun 30, 2025	BLACKROCK, INC.	7.69%	7.01M	341.14M	1.5M	+27.31%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	135.75K	6.6M	-2.14K	-1.55%
Jun 30, 2025	BAKER ELLIS ASSET MANAGEMENT LLC	0.14%	130.6K	6.35M	4.9K	+3.90%
Jun 30, 2025	PROVIDENCE FIRST TRUST CO	0.14%	130.59K	6.35M	2K	+1.56%
Jun 30, 2025	BRIO CONSULTANTS, LLC	0.14%	129.17K	6.28M	-1.94K	-1.48%
Jun 30, 2025	VALUES FIRST ADVISORS, INC.	0.14%	127.77K	6.22M	-1.64K	-1.27%
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.14%	127.45K	6.2M	122.43K	+2,439.88%
Jun 30, 2025	COREPATH WEALTH PARTNERS LLC	0.13%	115.08K	5.57M	-6.34K	-5.22%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.13%	114.07K	5.55M	19.05K	+20.04%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.12%	107.95K	5.25M	14.07K	+14.98%
Jun 30, 2025	BLUESTEM FINANCIAL ADVISORS, LLC	0.12%	105.98K	5.16M	-4.24K	-3.84%
Jun 30, 2025	DENTGROUP LLC	0.11%	103.47K	5.03M	-3.31K	-3.10%
Jun 30, 2025	C M BIDWELL & ASSOCIATES LTD	0.11%	97.81K	4.76M	904	+0.93%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.1%	90.55K	4.41M	-468	-0.51%
Jun 30, 2025	BUTTONWOOD FINANCIAL ADVISORS INC.	0.21%	187.44K	9.12M	2K	+1.08%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.19%	168.69K	8.21M	29.68K	+21.35%
Jun 30, 2025	MORRIS FINANCIAL CONCEPTS, INC.	0.18%	167.2K	8.13M	-3.71K	-2.17%
Jun 30, 2025	CGN ADVISORS LLC	0.18%	165.64K	8.06M	-33.07K	-16.64%
Jun 30, 2025	CRANBROOK WEALTH MANAGEMENT, LLC	0.17%	154.56K	7.52M	-7.64K	-4.71%
Jun 30, 2025	MARYLAND CAPITAL ADVISORS INC.	0.17%	152.64K	7.43M	144.82K	+1,850.97%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.19%	2M	97.08M	-1.48K	-0.07%
Jun 30, 2025	MARINER, LLC	1.27%	1.16M	56.27M	22.64K	+2.00%
Jun 30, 2025	HOXTON PLANNING & MANAGEMENT, LLC	0.16%	149.66K	7.28M	-12	-0.01%
Jun 30, 2025	KFA PRIVATE WEALTH GROUP, LLC	0.16%	148.93K	7.25M	8.46K	+6.02%
Jun 30, 2025	STERLING INVESTMENT ADVISORS LLC /ADV	0.16%	142.61K	6.94M	4.61K	+3.34%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	5.63%	5.13M	249.51M	82.7K	+1.64%
Jun 30, 2025	TRUST POINT INC.	1.85%	1.69M	82.15M	-128.96K	-7.10%
Jun 30, 2025	MBL WEALTH, LLC	0.78%	710.4K	34.56M	-5.56K	-0.78%
Jun 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.21%	189.07K	9.2M	-6.64K	-3.39%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	571.14K	27.79M	-3.62K	-0.63%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.55%	502.76K	24.46M	11.79K	+2.40%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.51%	468.08K	22.77M	-24.27K	-4.93%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.45%	406.5K	19.78M	-121.9K	-23.07%
Jun 30, 2025	APELLA CAPITAL, LLC	0.43%	390.6K	18.89M	149.95K	+62.31%
Jun 30, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.36%	332.08K	16.16M	20.15K	+6.46%
Jun 30, 2025	OMEGA FINANCIAL GROUP, LLC	0.3%	273.77K	13.32M	3.75K	+1.39%
Jun 30, 2025		0.3%	271.84K	13.22M	3.03K	+1.13%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	268.23K	13.05M	31.43K	+13.27%
Jun 30, 2025	IRON FINANCIAL LLC	0.24%	221.12K	10.76M	1.93K	+0.88%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	193.8K	9.43M	-2.85K	-1.45%
Jun 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0.45%	409.78K	19.94M	68.17K	+19.96%
Jun 30, 2025	SPINNAKER TRUST	1.47%	1.34M	65.11M	-39.98K	-2.90%
Jun 30, 2025	MORGAN STANLEY	0.8%	729K	35.47B	74.04K	+11.30%
Jun 30, 2025	TOWNSEND & ASSOCIATES, INC	1.22%	1.11M	53.86M	17.38K	+1.59%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.08%	983.66K	47.8M	154.09K	+18.57%
Jun 30, 2025	CAHABA WEALTH MANAGEMENT, INC.	1.04%	951.29K	46.28M	-14.47K	-1.50%
Jun 30, 2025	PROSPERITY PLANNING, INC.	0.94%	855.56K	41.62M	21.05K	+2.52%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.62%	565.86K	27.53M	10.77K	+1.94%
Jun 30, 2025	CIM, LLC	0.62%	563.06K	27.39M	12.71K	+2.31%
Jun 30, 2025	FPC INVESTMENT ADVISORY, INC.	0.6%	545.27K	26.47M	39.84K	+7.88%
Jun 30, 2025	ROYAL BANK OF CANADA	0.57%	522.23K	25.41M	-329.79K	-38.71%
Jun 30, 2025	COURAGE MILLER PARTNERS, LLC	0.56%	509.79K	24.8M	-10.4K	-2.00%
Jun 30, 2025	PITTENGER & ANDERSON INC	0.53%	485.52K	23.62M	10.83K	+2.28%
Jun 30, 2025	ARGENT ADVISORS, INC.	0.33%	296.78K	14.44M	-2.79K	-0.93%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.29%	266.69K	12.97B	101.57K	+61.51%
Jun 30, 2025	CITADEL ADVISORS LLC	0.21%	195.81K	9.53B	95.91K	+96.01%
Jun 30, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.3%	271.84K	13.22M	3.03K	+1.13%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.63%	2.4M	116.78M	-584.29K	-19.58%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.22%	206.15K	9.97M	-354	-0.17%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	239.84K	11.49M	-4.25K	-1.74%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.17%	2.98M	144.31M	-83.56K	-2.72%
Mar 31, 2025	JPMORGAN CHASE & CO	0.8%	749.37K	36.23M	-17.36K	-2.26%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.88%	829.57K	40.08M	139.37K	+20.19%
Mar 31, 2025	ALEXANDER RANDOLPH ADVISORY, INC.	0.22%	209.65K	10.14M	4.58K	+2.23%
Mar 31, 2025	UBS GROUP AG	0.95%	893.59K	43.21M	15.7K	+1.79%
Mar 31, 2025	CAHABA WEALTH MANAGEMENT, INC.	1.03%	965.76K	46.69M	40.38K	+4.36%
Mar 31, 2025	TOWNSEND & ASSOCIATES, INC	1.16%	1.09M	52.67M	67.35K	+6.57%
Mar 31, 2025	MARINER, LLC	1.21%	1.13M	54.83M	1.42K	+0.13%
Mar 31, 2025	SPINNAKER TRUST	1.46%	1.38M	66.64M	-126.44K	-8.40%
Mar 31, 2025	TRUST POINT INC.	1.93%	1.82M	87.88M	-1.58M	-46.58%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.12%	2M	96.55M	96.94K	+5.10%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	5.36%	5.05M	243.97M	300	+0.01%
Mar 31, 2025	ACORNS ADVISERS, LLC	11.61%	10.92M	528.12M	194.53K	+1.81%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.34%	320.87K	15.51M	-205.07K	-38.99%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	574.75K	27.79M	-22.89K	-3.83%
Mar 31, 2025	MORGAN STANLEY	0.7%	654.96K	31.67M	-354.28K	-35.10%
Mar 31, 2025	LPL FINANCIAL LLC	0.71%	671.92K	32.49M	16.38K	+2.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	700.87K	33.89M	-66.02K	-8.61%
Mar 31, 2025	MBL WEALTH, LLC	0.76%	715.96K	34.62M	3.61K	+0.51%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.22%	206.15K	9.97M	-354	-0.17%
Mar 31, 2025	PROSPERITY PLANNING, INC.	0.89%	834.51K	40.35M	42.06K	+5.31%
Mar 31, 2025	ROYAL BANK OF CANADA	0.91%	852.02K	41.2M	244.4K	+40.22%
Mar 31, 2025	APELLA CAPITAL, LLC	0.26%	240.66K	11.57M	202.75K	+534.89%
Mar 31, 2025		0.29%	268.81K	13M	268.81K	+100.00%
Mar 31, 2025	OMEGA FINANCIAL GROUP, LLC	0.29%	270.02K	13.06M	8.95K	+3.43%
Mar 31, 2025	DORVAL CORP	0.3%	280.77K	13.57M	3.26K	+1.17%
Mar 31, 2025	ARGENT ADVISORS, INC.	0.32%	299.57K	14.48M	23.77K	+8.62%
Mar 31, 2025	WEALTH MANAGEMENT RESOURCES, INC.	0.33%	311.93K	15.08M	15.45K	+5.21%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.59%	558.39K	27M	-39.89K	-6.67%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.22%	206.67K	9.99M	3.02K	+1.48%
Mar 31, 2025	ABUNDANCE WEALTH COUNSELORS	0.24%	230.35K	11.14M	-13.25K	-5.44%
Mar 31, 2025	CIM, LLC	0.58%	550.34K	26.61M	13.73K	+2.56%
Mar 31, 2025	BLACKROCK, INC.	5.85%	5.51M	266.32M	2.34M	+73.70%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.52%	490.98K	23.74M	813	+0.17%
Mar 31, 2025	COURAGE MILLER PARTNERS, LLC	0.55%	520.2K	25.15M	1.54K	+0.30%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.59%	555.09K	26.84M	16.55K	+3.07%
Mar 31, 2025	JOHNSON FINANCIAL GROUP, INC.	0.36%	341.61K	16.52M	8.16K	+2.45%
Mar 31, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.39%	364.8K	17.62M	24.43K	+7.18%
Mar 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.22%	206.07K	9.96M	13.05K	+6.76%
Mar 31, 2025	IRON FINANCIAL LLC	0.23%	219.19K	10.6M	2.54K	+1.17%
Mar 31, 2025	CREATIVE PLANNING	0.25%	234.6K	11.34M	13.46K	+6.09%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.25%	236.8K	11.45M	38.11K	+19.18%
Mar 31, 2025	CAPITAL INSIGHT PARTNERS, LLC	0.34%	320.73K	15.51M	2.2K	+0.69%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.39%	362.92K	17.55M	20.51K	+5.99%
Mar 31, 2025	OPAL WEALTH ADVISORS, LLC	0.39%	368.66K	17.82M	28.07K	+8.24%
Mar 31, 2025	PITTENGER & ANDERSON INC	0.5%	474.69K	22.95M	47.98K	+11.24%
Mar 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.52%	492.35K	23.81M	6.24K	+1.28%
Mar 31, 2025	FPC INVESTMENT ADVISORY, INC.	0.54%	505.44K	24.36M	46.54K	+10.14%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.56%	528.4K	25.55M	303.39K	+134.83%
Mar 31, 2024	CAHABA WEALTH MANAGEMENT, INC.	0.9%	766.08K	36.34M	47.61K	+6.63%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.29%	255.2K	12.11M	22.83K	+9.82%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.5%	438.28K	20.79M	-53.52K	-10.88%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.53%	455.89K	21.63M	6.93K	+1.54%
Mar 31, 2024	COURAGE MILLER PARTNERS, LLC	0.56%	482.39K	22.88M	4.28K	+0.90%
Mar 31, 2024	CIM, LLC	0.58%	491.62K	23.32M	28.33K	+6.12%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.36%	1.2M	56.96M	39.12K	+3.37%
Mar 31, 2024	SPINNAKER TRUST	1.45%	1.24M	58.7M	26.99K	+2.23%
Mar 31, 2024	BLACKROCK INC.	1.49%	1.31M	62.24M	-1.13M	-46.34%
Mar 31, 2024	JPMORGAN CHASE & CO	2.16%	1.9M	90.28M	1.27M	+199.42%
Mar 31, 2024	TRUST POINT INC.	3.63%	3.1M	147.18M	-35.99K	-1.15%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.66%	3.22M	152.78M	-531.11K	-14.16%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	5.58%	4.77M	226.11M	222.13K	+4.89%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	208.67K	9.9M	13.07K	+6.68%
Mar 31, 2024	JANE STREET GROUP, LLC	0.6%	523.58K	24.84M	117.6K	+28.97%
Mar 31, 2024	DESTINATION WEALTH MANAGEMENT	0.6%	512.99K	24.34M	25.29K	+5.19%
Mar 31, 2024	CITADEL ADVISORS LLC	0.62%	543.99K	25.81M	540.44K	+15,245.19%
Mar 31, 2024	CERITY PARTNERS LLC	0.65%	553.62K	26.26M	78.93K	+16.63%
Mar 31, 2024	LPL FINANCIAL LLC	0.66%	583.59K	27.69M	-12.33K	-2.07%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.68%	576.78K	27.36M	-23.61K	-3.93%
Mar 31, 2024	MORGAN STANLEY	0.73%	644.6K	30.58M	-803.99K	-55.50%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.74%	654.92K	31.07M	-67.57K	-9.35%
Mar 31, 2024	MBL WEALTH, LLC	0.77%	661.03K	31.36M	32.81K	+5.22%
Mar 31, 2024	PROSPERITY PLANNING, INC.	0.83%	707.31K	33.55M	58.48K	+9.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.84%	738.54K	35.04M	-13.29K	-1.77%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.65%	1.45M	68.72M	-328.73K	-18.50%
Mar 31, 2024	ACORNS ADVISERS, LLC	10.81%	9.23M	438.02M	650.4K	+7.58%
Mar 31, 2024	DORVAL CORP	0.22%	187.97K	8.9M	3.6K	+1.95%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	201.41K	9.56M	93.29K	+86.28%
Mar 31, 2024	ALEXANDER RANDOLPH ADVISORY, INC.	0.26%	223.97K	10.62M	33.77K	+17.76%
Mar 31, 2024	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.27%	227.54K	10.79M	30.61K	+15.54%
Mar 31, 2024	OMEGA FINANCIAL GROUP, LLC	0.28%	240K	11.39M	7.02K	+3.01%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.28%	242.47K	11.5M	-23.73K	-8.91%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	246.92K	11.71M	246.92K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.29%	256.12K	12.15M	-47.07K	-15.53%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.31%	268.68K	12.75M	-8.41K	-3.03%
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	0.31%	264.01K	12.52M	226.5K	+603.84%
Mar 31, 2024	HORIZON INVESTMENTS, LLC	0.32%	269.61K	12.71M	-51.51K	-16.04%
Mar 31, 2024	FOUNDERS FINANCIAL SECURITIES LLC	0.32%	273.82K	12.99M	-50.92K	-15.68%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.35%	299.31K	14.2M	78.06K	+35.28%
Mar 31, 2024	OPAL WEALTH ADVISORS, LLC	0.36%	306.44K	14.54M	-129.42K	-29.69%
Mar 31, 2024	CAPITAL INSIGHT PARTNERS, LLC	0.36%	308.06K	14.61M	7.84K	+2.61%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.36%	318.65K	15.12M	-89.19K	-21.87%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	322.5K	15.3M	278.89K	+639.40%
Mar 31, 2024	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.37%	315.89K	14.99M	-11.22K	-3.43%
Mar 31, 2024	PITTENGER & ANDERSON INC	0.39%	333.35K	15.81M	54.78K	+19.67%
Mar 31, 2024	ROYAL BANK OF CANADA	0.96%	847.28K	40.2M	392.71K	+86.39%
Mar 31, 2024	UBS GROUP AG	1.07%	944.18K	44.79M	-143.85K	-13.22%
Mar 31, 2024	TOWNSEND & ASSOCIATES, INC	1.11%	945.07K	44.42M	20.87K	+2.26%
Mar 31, 2024	MARINER, LLC	1.22%	1.04M	49.44M	30.79K	+3.04%
Mar 31, 2024	ABUNDANCE WEALTH COUNSELORS	0.19%	167.09K	7.93M	11.63K	+7.48%
Mar 31, 2024		0.19%	169.02K	8.02M	169.02K	+100.00%
Mar 31, 2024	PRAIRIEVIEW WEALTH PARTNERS, LLC	0.19%	171.15K	8.12M	8.64K	+5.32%
Mar 31, 2024	CRANBROOK WEALTH MANAGEMENT, LLC	0.2%	174.97K	8.3M	4.03K	+2.36%
Mar 31, 2024	ARKANSAS FINANCIAL GROUP, INC.	0.2%	176.52K	8.37M	-668	-0.38%
Mar 31, 2024	WEALTH MANAGEMENT RESOURCES, INC.	0.2%	178.38K	8.46M	10.16K	+6.04%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.21%	187.27K	8.89M	3.57K	+1.94%
Mar 31, 2024	MCKINLEY CARTER WEALTH SERVICES, INC.	0.21%	187.29K	8.89M	9.7K	+5.46%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	5.18%	4.54M	216.12M	0	0
Dec 31, 2023	CRANBROOK WEALTH MANAGEMENT, LLC	0.2%	170.94K	8.13M	-11.7K	-6.41%
Dec 31, 2023	ARKANSAS FINANCIAL GROUP, INC.	0.2%	177.18K	8.43M	1.05K	+0.60%
Dec 31, 2023	MCKINLEY CARTER WEALTH SERVICES, INC.	0.2%	177.59K	8.45M	5.63K	+3.28%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.21%	183.71K	8.74M	40.19K	+28.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	195.6K	9.3M	13.24K	+7.26%
Dec 31, 2023	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.22%	196.93K	9.36M	19.73K	+11.13%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.25%	221.24K	10.52M	9.46K	+4.47%
Dec 31, 2023		0.21%	184.37K	8.77M	184.37K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.27%	232.37K	11.05M	166.27K	+251.57%
Dec 31, 2023	OMEGA FINANCIAL GROUP, LLC	0.27%	232.98K	11.08M	-1.67K	-0.71%
Dec 31, 2023	DIVERGENT WEALTH ADVISORS	0.29%	254K	12.08M	-2.84K	-1.10%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.3%	266.21K	12.63M	-4.16K	-1.54%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	277.09K	13.18M	18.46K	+7.14%
Dec 31, 2023	PITTENGER & ANDERSON INC	0.32%	278.56K	13.25M	26.46K	+10.49%
Dec 31, 2023	CAPITAL INSIGHT PARTNERS, LLC	0.34%	300.23K	14.28M	5.44K	+1.85%
Dec 31, 2023	CREATIVE PLANNING	0.35%	303.2K	14.42M	-13.24K	-4.18%
Dec 31, 2023	HORIZON INVESTMENTS, LLC	0.37%	321.11K	15.23M	32.21K	+11.15%
Dec 31, 2023	FOUNDERS FINANCIAL SECURITIES LLC	0.37%	324.74K	15.44M	32.42K	+11.09%
Dec 31, 2023	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.37%	327.11K	15.56M	-4.09K	-1.24%
Dec 31, 2023	CGN ADVISORS LLC	0.38%	332.98K	15.84M	3.92K	+1.19%
Dec 31, 2023	JANE STREET GROUP, LLC	0.46%	405.97K	19.31M	334.26K	+466.09%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.47%	407.85K	19.4M	-306.97K	-42.94%
Dec 31, 2023	OPAL WEALTH ADVISORS, LLC	0.5%	435.86K	20.73M	10.72K	+2.52%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.51%	448.95K	21.35M	-15.8K	-3.40%
Dec 31, 2023	ROYAL BANK OF CANADA	0.52%	454.57K	21.62M	24.03K	+5.58%
Dec 31, 2023	CIM, LLC	0.53%	463.29K	21.89M	463.29K	+100.00%
Dec 31, 2023	CERITY PARTNERS LLC	0.54%	474.69K	22.58M	32.39K	+7.32%
Dec 31, 2023	COURAGE MILLER PARTNERS, LLC	0.55%	478.11K	22.74M	-27.89K	-5.51%
Dec 31, 2023	DESTINATION WEALTH MANAGEMENT	0.56%	487.7K	23.19M	-9.57K	-1.92%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.56%	491.81K	23.39M	-24.51K	-4.75%
Dec 31, 2023	LPL FINANCIAL LLC	0.68%	595.93K	28.34M	24.56K	+4.30%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.68%	600.4K	28.55M	-41.8K	-6.51%
Dec 31, 2023	MBL WEALTH, LLC	0.72%	628.22K	29.88M	-15.15K	-2.35%
Dec 31, 2023	JPMORGAN CHASE & CO	0.72%	635.58K	30.23M	137.76K	+27.67%
Dec 31, 2023	PROSPERITY PLANNING, INC.	0.74%	648.83K	30.86M	-4.82K	-0.74%
Dec 31, 2023	ACORNS ADVISERS, LLC	9.79%	8.58M	408.19M	354.63K	+4.31%
Dec 31, 2023	CAHABA WEALTH MANAGEMENT, INC.	0.82%	718.46K	34.17M	36.5K	+5.35%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.82%	722.48K	34.36M	98.3K	+15.75%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.86%	751.83K	35.76M	-44.51K	-5.59%
Dec 31, 2023	TOWNSEND & ASSOCIATES, INC	1.05%	924.21K	43.85M	413.56K	+80.99%
Dec 31, 2023	MARINER, LLC	1.15%	1.01M	48.1M	26.52K	+2.69%
Dec 31, 2023	UBS GROUP AG	1.24%	1.09M	51.75M	-673.23K	-38.22%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.32%	1.16M	55.24M	82.19K	+7.62%
Dec 31, 2023	MORGAN STANLEY	1.65%	1.45M	68.9M	140.94K	+10.78%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.03%	1.78M	84.52M	38.89K	+2.24%
Dec 31, 2023	BLACKROCK INC.	2.79%	2.44M	116.28M	325.28K	+15.35%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.28%	3.75M	178.43M	-184.72K	-4.69%

Frequently Asked Questions