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

Who are the major shareholders selling VanEck Intermediate Muni ETF stock?

RAYMOND JAMES FINANCIAL INC, in the last quarter, reduced its stake in ITM by -11.99% restricting it's holding to 148.72 thousand shares of worth nearly $6.99M. ROYAL BANK OF CANADA also lessened -26.84% of the ITM shares from its portfolio, reducing its holding to 103.04 thousand shares of worth $4.84M. HIGHTOWER ADVISORS, LLC also shunned ITM shares holding by -1.22% last quarter which brought its holding to 314.73 thousand shares worth $14.79M.

Investors who are buying ITM stock?

As per its latest 13F filing, PARK AVENUE SECURITIES LLC increased its stake in ITM by 33.72% in the last quarter. The institutional holder raised its holding to 178.32 thousand shares having worth more than $8.38M. AMERIPRISE FINANCIAL INC also added 10.52% more shares of ITM to its portfolio, raising its holding to 1.57 million shares of worth $73.50M. CLARK CAPITAL MANAGEMENT GROUP, INC. also increased its ITM shares holding by 0.32% which brought its holding to 147.7 thousand shares worth $6.94M.

ITM's major insiders: who are they?

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

Did an insider recently sell ITM stock?

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

Which insider recently purchased ITM stock?

There have been 0 transaction(s) during the past 6-months in which VanEck Intermediate Muni ETF insiders have bought stock, totalling 0 shares

How much of ITM does insiders own?

Around 0 VanEck Intermediate Muni ETF shares are held by insiders, which represents about N/A of ITM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ITM?

PARK AVENUE SECURITIES LLC is the largest institutional owner in ITM which holds 178.32 thousand shares worth $8.38M or 0.37% of the total ITM shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 148.72 thousand shares representing 0.31% of the ITM ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 1.57 million shares or 3.29% of the ownership worth more than $73.50M.

Is VanEck Intermediate Muni 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 ITM is concerned, it is a stock which is optionable.

Is there a short position on ITM's shares?

Number of ITM 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 ITM shares are there?

As of today, null shares of ITM are outstanding.

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

ITM 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 ITM is null.

VanEck Intermediate Muni ETF (ITM) 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. PARK AVENUE SECURITIES LLC is the top corporate investor, holding 178.32K shares valued at $8.38M. A 0.37% stake in VanEck Intermediate Muni ETF is owned by the company. RAYMOND JAMES FINANCIAL INC owns 148.72K shares valued at $6.99M, 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	PARK AVENUE SECURITIES LLC	0.37%	178.32K	8.38M	44.97K	+33.72%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.31%	148.72K	6.99M	-20.25K	-11.99%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	3.29%	1.57M	73.5M	148.97K	+10.52%
Jun 30, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.31%	147.7K	6.94M	477	+0.32%
Jun 30, 2026	CERITY PARTNERS LLC	0.26%	123.28K	5.79M	854	+0.70%
Jun 30, 2026	ROYAL BANK OF CANADA	0.22%	103.04K	4.84M	-37.8K	-26.84%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.79%	377.44K	17.74M	13.36K	+3.67%
Jun 30, 2026	DAVIDSON INVESTMENT ADVISORS	0.86%	410.87K	19.31M	6.51K	+1.61%
Jun 30, 2026	MARINER, LLC	0.07%	34.15K	1.6M	2.28K	+7.16%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.66%	314.73K	14.79M	-3.9K	-1.22%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.13%	60.97K	2.86M	1.95K	+3.31%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.12%	55.6K	2.61M	-1.91K	-3.32%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.69%	328.4K	15.43M	71.49K	+27.83%
Jun 30, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.05%	22.85K	1.07M	130	+0.57%
Jun 30, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.05%	24.28K	1.14M	826	+3.52%
Jun 30, 2026	1620 INVESTMENT ADVISORS, INC.	0.06%	26.08K	1.23M	0	0
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.06%	26.94K	1.27M	-272	-1.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	28.33K	1.33M	-4.81K	-14.51%
Jun 30, 2026	XML FINANCIAL, LLC	0.07%	31.76K	1.49M	1.42K	+4.69%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.07%	33.08K	1.55M	-750	-2.22%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	33.13K	1.56M	12.96K	+64.27%
Jun 30, 2026	MIDWEST TRUST CO	0.07%	35.18K	1.65M	-661	-1.84%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.09%	42.02K	1.97M	42.02K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.11%	51.79K	2.43M	2.78K	+5.66%
Jun 30, 2026	VICUS CAPITAL	0.13%	61.49K	2.89M	-547	-0.88%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.14%	68.46K	3.22M	-1.2K	-1.72%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.17%	81.83K	3.85M	11.98K	+17.16%
Jun 30, 2026	FULTON BANK, N.A.	0.17%	82.91K	3.9M	750	+0.91%
Jun 30, 2026	GRANITE HARBOR ADVISORS, INC.	0.18%	85.86K	4.03M	18.63K	+27.72%
Jun 30, 2026	SIMON QUICK ADVISORS, LLC	0.2%	94.34K	4.43M	0	0
Jun 30, 2026	BRANDYWINE OAK PRIVATE WEALTH LLC	0.21%	98.79K	4.64M	-4.35K	-4.22%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.21%	99.42K	4.67M	8.07K	+8.84%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.24%	112.9K	5.31M	19.57K	+20.97%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.88%	418.83K	19.56M	15.46K	+3.83%
Jun 30, 2026	UMB BANK, N.A.	0.93%	443.18K	20.83M	-156.2K	-26.06%
Jun 30, 2026	MATHER GROUP, LLC.	0.95%	450.66K	21.18M	9.83K	+2.23%
Jun 30, 2026	JPMORGAN CHASE & CO	1.05%	499.33K	23.48M	51.1K	+11.40%
Jun 30, 2026		1.91%	892.08K	41.92M	-54.75K	-5.78%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.8%	3.72M	174.66M	-215.04K	-5.47%
Jun 30, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.11%	53.27K	2.5M	-144	-0.27%
Jun 30, 2026	FMR LLC	1.54%	734.24K	34.5M	-17.06K	-2.27%
Jun 30, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	2.09%	993.57K	46.69M	49.43K	+5.23%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2.22%	1.06M	49.58M	1.68K	+0.16%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.85%	1.36M	63.76M	268.37K	+24.66%
Jun 30, 2026	LPL FINANCIAL LLC	5.05%	2.41M	113.05M	182.56K	+8.21%
Jun 30, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.64%	304.03K	14.29M	12.28K	+4.21%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.19%	91.33K	4.29M	122	+0.13%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.26%	600.42K	28.21M	98.87K	+19.71%
Jun 30, 2026	MORGAN STANLEY	1.18%	560.72K	26.35M	-109.16K	-16.29%
Jun 30, 2026	CX INSTITUTIONAL	1.12%	533.15K	25.05M	-424.37K	-44.32%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.67%	316.83K	14.89M	33.54K	+11.84%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	51.58K	2.42M	-24.27K	-32.00%
Jun 30, 2026	UBS GROUP AG	0.59%	278.95K	13.11M	-27.85K	-9.08%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.08%	40.06K	1.88M	-627	-1.54%
Jun 30, 2026	PARKSIDE FINANCIAL BANK & TRUST	0.15%	70.29K	3.3M	3.53K	+5.29%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	35.59%	16.96M	796.76M	487.28K	+2.96%
Jun 30, 2026	TIAA WEALTH INVESTMENT MANAGEMENT LLC	1.87%	892.08K	41.92M	-54.75K	-5.78%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.81%	862.11K	40.51M	64.06K	+8.03%
Jun 30, 2026	OLD NATIONAL BANCORP /IN/	0.07%	33.24K	1.56M	-7.14K	-17.68%
Jun 30, 2026	FOCUS WEALTH ADVISORS, LLC	0.39%	184.36K	8.66M	1.83K	+1.00%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	2.01%	944.15K	43.84M	160.5K	+20.48%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.2%	93.33K	4.33M	1.51K	+1.64%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.2%	94.34K	4.38M	-1.03K	-1.08%
Mar 31, 2026	BRANDYWINE OAK PRIVATE WEALTH LLC	0.22%	103.15K	4.79M	10.79K	+11.69%
Mar 31, 2026	CX INSTITUTIONAL	2.04%	957.52K	44.46M	22.85K	+2.45%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.38%	3.93M	182.56M	-307.41K	-7.25%
Mar 31, 2026	OLD NATIONAL BANCORP /IN/	0.09%	40.38K	1.87M	-17.87K	-30.68%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.78%	364.08K	16.9M	18.54K	+5.36%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.68%	318.63K	14.79M	-7.39K	-2.27%
Mar 31, 2026	FOCUS WEALTH ADVISORS, LLC	0.39%	182.52K	8.47M	-4.17K	-2.23%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.36%	168.98K	7.85M	2.26K	+1.35%
Mar 31, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.31%	147.22K	6.84M	2.22K	+1.53%
Mar 31, 2026	ROYAL BANK OF CANADA	0.3%	140.84K	6.54M	40.95K	+40.99%
Mar 31, 2026	PARKSIDE FINANCIAL BANK & TRUST	0.14%	66.76K	3.1M	2.49K	+3.87%
Mar 31, 2026	GRANITE HARBOR ADVISORS, INC.	0.14%	67.22K	3.12M	5.66K	+9.19%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.15%	69.65K	3.23M	-6.37K	-8.38%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	69.85K	3.24M	1.48K	+2.16%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	75.85K	3.52M	-18.63K	-19.72%
Mar 31, 2026	FULTON BANK, N.A.	0.18%	82.16K	3.81M	9.08K	+12.43%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.19%	91.21K	4.23M	244	+0.27%
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.19%	91.35K	4.24M	10.59K	+13.12%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.55%	256.9K	11.93M	-7.93K	-2.99%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.6%	283.3K	13.15M	283.3K	+100.00%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.62%	291.75K	13.55M	-32.03K	-9.89%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2.24%	1.05M	48.91M	1.04M	+7,045.35%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.32%	1.09M	50.54M	10.92K	+1.01%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.08%	1.42M	65.67M	160.39K	+12.77%
Mar 31, 2026	UBS GROUP AG	0.65%	306.81K	14.25M	8.27K	+2.77%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.86%	403.37K	18.76M	-189.76K	-31.99%
Mar 31, 2026	DAVIDSON INVESTMENT ADVISORS	0.86%	404.37K	18.77M	17.8K	+4.60%
Mar 31, 2026	MATHER GROUP, LLC.	0.94%	440.83K	20.47M	-15.77K	-3.45%
Mar 31, 2026	JPMORGAN CHASE & CO	0.96%	448.24K	20.75M	-28.29K	-5.94%
Mar 31, 2026	1620 INVESTMENT ADVISORS, INC.	0.06%	26.08K	1.21M	0	0
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.06%	27.21K	1.26M	0	0
Mar 31, 2026	XML FINANCIAL, LLC	0.07%	30.34K	1.41M	3.83K	+14.45%
Mar 31, 2026	MARINER, LLC	0.07%	31.87K	1.48M	9.22K	+40.71%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	33.13K	1.54M	2.42K	+7.87%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	33.32K	1.55M	277	+0.84%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.07%	33.83K	1.57M	33.83K	+100.00%
Mar 31, 2026	MIDWEST TRUST CO	0.08%	35.85K	1.66M	-1.12K	-3.03%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.09%	40.69K	1.89M	-5.08K	-11.10%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.1%	49.01K	2.28M	3.95K	+8.76%
Mar 31, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.11%	53.42K	2.48M	-1.9K	-3.43%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.12%	57.51K	2.71M	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.13%	59.02K	2.74M	9.5K	+19.19%
Mar 31, 2026	VICUS CAPITAL	0.13%	62.04K	2.88M	-949	-1.51%
Mar 31, 2026	ADVISORS PREFERRED, LLC	0.23%	108.25K	5.03M	108.25K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.25%	116.41K	5.4M	102.73K	+750.87%
Mar 31, 2026	JANE STREET GROUP, LLC	0.26%	120.22K	5.58M	50.61K	+72.70%
Mar 31, 2026	CERITY PARTNERS LLC	0.26%	122.42K	5.68M	29.79K	+32.15%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.28%	133.35K	6.19M	-1.13K	-0.84%
Mar 31, 2026	LPL FINANCIAL LLC	4.74%	2.22M	103.23M	89.79K	+4.21%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	35.09%	16.47M	764.64M	121.96K	+0.75%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.07%	501.55K	23.29M	21.63K	+4.51%
Mar 31, 2026	UMB BANK, N.A.	1.28%	599.38K	27.83M	-424.67K	-41.47%
Mar 31, 2026	MORGAN STANLEY	1.43%	669.88K	31.1M	-58.29K	-8.01%
Mar 31, 2026	FMR LLC	1.6%	751.3K	34.88M	-6.91K	-0.91%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.7%	798.05K	37.05M	-161.86K	-16.86%
Mar 31, 2026		2.02%	946.84K	43.96M	946.84K	+100.00%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.86%	862.1K	40.66M	357.61K	+70.89%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.08%	959.92K	45.27M	167.38K	+21.12%
Dec 31, 2025	CX INSTITUTIONAL	2.09%	934.67K	44.08M	16.95K	+1.85%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.72%	1.26M	59.21M	-25.5K	-1.99%
Dec 31, 2025	LPL FINANCIAL LLC	4.61%	2.13M	100.62M	50.37K	+2.42%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.17%	4.24M	199.93M	394.73K	+10.27%
Dec 31, 2025	1620 INVESTMENT ADVISORS, INC.	0.06%	26.08K	1.23M	-235	-0.89%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.06%	27.21K	1.28M	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	30.72K	1.45M	2.14K	+7.47%
Dec 31, 2025	FMR LLC	1.64%	758.21K	35.76M	-24.98K	-3.19%
Dec 31, 2025	MORGAN STANLEY	1.58%	728.17K	34.34M	100.93K	+16.09%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.32%	593.13K	27.99M	3.31K	+0.56%
Dec 31, 2025	JPMORGAN CHASE & CO	1.06%	476.53K	22.47M	-3.37K	-0.70%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	33.2K	1.57M	-90.33K	-73.12%
Dec 31, 2025		0.07%	33.36K	1.57M	33.36K	+100.00%
Dec 31, 2025	IDAHO TRUST BANK	0.08%	34.22K	1.61M	-649	-1.86%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.04%	479.93K	22.63M	2.9K	+0.61%
Dec 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.1%	45.35K	2.14M	-2.83K	-5.86%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.11%	49.51K	2.34M	2.96K	+6.35%
Dec 31, 2025	VICUS CAPITAL	0.14%	62.99K	2.97M	5.29K	+9.17%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.12%	57.51K	2.71M	1.82K	+3.27%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	32.94K	1.55M	3.07K	+10.27%
Dec 31, 2025	FULTON BANK, N.A.	0.16%	73.08K	3.45M	12.74K	+21.12%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.17%	76.02K	3.59M	-12.92K	-14.52%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.18%	80.75K	3.81M	2.68K	+3.44%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	90.96K	4.29M	1.05K	+1.17%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.2%	91.83K	4.33M	5.71K	+6.62%
Dec 31, 2025	CERITY PARTNERS LLC	0.2%	92.64K	4.37M	116	+0.13%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.57%	264.83K	12.49M	24.95K	+10.40%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	35.46%	16.35M	770.91M	481.46K	+3.03%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	24.99K	1.18M	-304	-1.20%
Dec 31, 2025	XML FINANCIAL, LLC	0.06%	26.51K	1.25M	-116	-0.44%
Dec 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.21%	92.35K	4.36M	7.08K	+8.30%
Dec 31, 2025	ROYAL BANK OF CANADA	0.22%	99.89K	4.71M	10.86K	+12.20%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.3%	134.48K	6.34M	4.53K	+3.48%
Dec 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.31%	145K	6.84M	4.09K	+2.90%
Dec 31, 2025	GRANITE HARBOR ADVISORS, INC.	0.14%	61.56K	2.9M	-15.88K	-20.51%
Dec 31, 2025	OLD NATIONAL BANCORP /IN/	0.13%	58.25K	2.75M	-27.57K	-32.13%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.1%	45.06K	2.13M	6	+0.01%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.1%	45.77K	2.16M	1.4K	+3.16%
Dec 31, 2025	SYKON CAPITAL LLC	0.1%	43.88K	2.07M	29.3K	+200.99%
Dec 31, 2025	MIDWEST TRUST CO	0.08%	36.96K	1.74M	432	+1.18%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	166.72K	7.86M	201	+0.12%
Dec 31, 2025	UMB BANK, N.A.	2.22%	1.02M	48.29M	1.02M	+100.00%
Dec 31, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.12%	55.31K	2.61M	5.89K	+11.92%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	68.37K	3.22M	-147	-0.21%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	94.49K	4.46M	94.49K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	69.61K	3.28M	-16.08K	-18.76%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.34%	1.08M	50.82M	26.07K	+2.48%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	1.75%	783.65K	36.96M	57.98K	+7.99%
Dec 31, 2025	MATHER GROUP, LLC.	0.99%	456.6K	21.53M	-4.09K	-0.89%
Dec 31, 2025	DAVIDSON INVESTMENT ADVISORS	0.86%	386.57K	18.23M	16.84K	+4.55%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.75%	345.54K	16.3M	18.51K	+5.66%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.73%	326.02K	15.38M	-15.87K	-4.64%
Dec 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.72%	323.78K	15.27M	3.85K	+1.20%
Dec 31, 2025	UBS GROUP AG	0.65%	298.53K	14.08M	-1.68K	-0.56%
Dec 31, 2025	FOCUS WEALTH ADVISORS, LLC	0.42%	186.69K	8.8M	8.46K	+4.75%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.21%	95.37K	4.5M	-1.61K	-1.66%
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.14%	64.27K	3.03M	7.09K	+12.40%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.05%	20.46K	953.58K	6.13K	+42.76%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.2%	86.12K	4.01M	15.18K	+21.40%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.75%	319.93K	14.91M	1.93K	+0.61%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.04%	3.84M	179.16M	207.72K	+5.71%
Sep 30, 2025	LPL FINANCIAL LLC	4.9%	2.08M	97.08M	145.94K	+7.53%
Sep 30, 2025	CX INSTITUTIONAL	2.16%	917.71K	42.77M	196.69K	+27.28%
Sep 30, 2025	MORGAN STANLEY	1.47%	627.24K	29.23M	-89.05K	-12.43%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.56%	239.88K	11.18M	65.99K	+37.95%
Sep 30, 2025	FOCUS WEALTH ADVISORS, LLC	0.42%	178.23K	8.31M	22.22K	+14.24%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	166.52K	7.76M	-1.02K	-0.61%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.21%	89.92K	4.19M	10.38K	+13.05%
Sep 30, 2025	JPMORGAN CHASE & CO	1.13%	479.9K	22.36M	78.1K	+19.44%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.12%	477.03K	22.23M	23.21K	+5.11%
Sep 30, 2025	MATHER GROUP, LLC.	1.08%	460.69K	21.47M	13.57K	+3.03%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.18%	78.07K	3.64M	-1.63K	-2.04%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.01%	1.28M	59.71M	403.48K	+45.97%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.47%	1.05M	49M	163.73K	+18.44%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.39%	589.81K	27.49M	-53.6K	-8.33%
Sep 30, 2025	GRANITE HARBOR ADVISORS, INC.	0.18%	77.45K	3.61M	-566	-0.73%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.1%	44.37K	2.07M	-308	-0.69%
Sep 30, 2025	MIDWEST TRUST CO	0.09%	36.53K	1.7M	-2.57K	-6.57%
Sep 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.33%	140.92K	6.57M	-1.2K	-0.84%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.31%	129.95K	6.06M	28.43K	+28.00%
Sep 30, 2025	FMR LLC	1.84%	783.18K	36.5M	-24.83K	-3.07%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	29.87K	1.39M	3.73K	+14.26%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	28.58K	1.33M	-5.58K	-16.34%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.06%	27.21K	1.27M	0	0
Sep 30, 2025	XML FINANCIAL, LLC	0.06%	26.62K	1.24M	138	+0.52%
Sep 30, 2025	1620 INVESTMENT ADVISORS, INC.	0.06%	26.32K	1.23M	-412	-1.54%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	25.3K	1.18M	-12.64K	-33.32%
Sep 30, 2025	GOODWIN INVESTMENT ADVISORY	0.05%	23.12K	1.08M	-49	-0.21%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.05%	21.57K	1.01M	266	+1.25%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.05%	20.38K	949.61K	126	+0.62%
Sep 30, 2025	AQUIRE WEALTH ADVISORS, LLC	0.05%	19.26K	897.47K	0	0
Sep 30, 2025	CWM, LLC	0.05%	19.25K	897K	-7.82K	-28.89%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.05%	19.21K	895.09K	9.41K	+95.96%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.86%	792.54K	36.93M	-72.61K	-8.39%
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.13%	57.18K	2.66M	2.68K	+4.92%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	45.06K	2.1M	-10.52K	-18.92%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.19%	504.49K	23.51M	504.49K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.29%	123.53K	5.76M	-7.17K	-5.48%
Sep 30, 2025	DAVIDSON INVESTMENT ADVISORS	0.87%	369.73K	17.23M	19.69K	+5.62%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.8%	341.89K	15.93M	-2.23K	-0.65%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.77%	327.03K	15.24M	7.36K	+2.30%
Sep 30, 2025	UBS GROUP AG	0.71%	300.21K	13.99M	-17.21K	-5.42%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.21%	88.94K	4.14M	12.01K	+15.61%
Sep 30, 2025	OLD NATIONAL BANCORP /IN/	0.2%	85.82K	4M	-42K	-32.86%
Sep 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.08%	35.68K	1.66M	0	0
Sep 30, 2025	IDAHO TRUST BANK	0.08%	34.87K	1.62M	-3.39K	-8.86%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	37.29%	15.87M	739.32M	869.9K	+5.80%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	1.71%	725.67K	33.82M	99.32K	+15.86%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	68.52K	3.19M	517	+0.76%
Sep 30, 2025	FULTON BANK, N.A.	0.14%	60.34K	2.81M	8.67K	+16.77%
Sep 30, 2025	VICUS CAPITAL	0.14%	57.7K	2.69M	4.43K	+8.31%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	0.13%	55.69K	2.59M	10.34K	+22.79%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.12%	49.42K	2.3M	1.02K	+2.10%
Sep 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.11%	48.17K	2.24M	-11.71K	-19.56%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	46.56K	2.17M	-21.28K	-31.37%
Sep 30, 2025	JANE STREET GROUP, LLC	0.2%	85.69K	3.99M	-164.17K	-65.70%
Sep 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.2%	85.27K	3.97M	848	+1.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	33.5K	1.56M	-2.17K	-6.09%
Sep 30, 2025	MARINER, LLC	0.08%	36.04K	1.68M	825	+2.34%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.23%	96.99K	4.52M	-12.88K	-11.73%
Sep 30, 2025	CERITY PARTNERS LLC	0.22%	92.52K	4.31M	-2.49K	-2.62%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	89.03K	4.15M	-4.78K	-5.09%
Jun 30, 2025	1620 INVESTMENT ADVISORS, INC.	0.06%	26.73K	1.22M	-1.29K	-4.60%
Jun 30, 2025	MIDWEST TRUST CO	0.09%	39.1K	1.78M	39.1K	+100.00%
Jun 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.14%	59.89K	2.72M	1.5K	+2.57%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.83%	344.12K	15.65M	-13.91K	-3.89%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	36.25%	15M	681.84M	-407.03K	-2.64%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.27%	109.87K	5M	109.87K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	167.54K	7.62M	-5.07K	-2.94%
Jun 30, 2025	MORGAN STANLEY	1.73%	716.29K	32.57B	33.98K	+4.98%
Jun 30, 2025	FMR LLC	1.95%	808.02K	36.74M	55.6K	+7.39%
Jun 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.12%	48.4K	2.2M	48.4K	+100.00%
Jun 30, 2025		0.09%	39.1K	1.78M	39.1K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	42.29K	1.94M	10.45K	+32.80%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.11%	44.67K	2.03M	15.48K	+53.03%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0.11%	45.35K	2.06M	45.35K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	67.84K	3.09M	-25.08K	-26.99%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	68K	3.09M	-964	-1.40%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.17%	70.94K	3.23M	5.07K	+7.70%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.19%	79.7K	3.62M	75.03K	+1,608.38%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.42%	173.89K	7.91M	-18.29K	-9.52%
Jun 30, 2025	JANE STREET GROUP, LLC	0.6%	249.87K	11.36M	-621.53K	-71.33%
Jun 30, 2025	FULTON BANK, N.A.	0.12%	51.67K	2.35M	6.34K	+13.98%
Jun 30, 2025	UBS GROUP AG	0.77%	317.42K	14.43M	-7.63K	-2.35%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.77%	318K	14.46M	-3.96K	-1.23%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.77%	319.66K	14.54M	-16.43K	-4.89%
Jun 30, 2025	JPMORGAN CHASE & CO	0.97%	401.8K	18.27M	-224.48K	-35.84%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.1%	453.82K	20.64M	118.3K	+35.26%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	19.09K	868.16K	1.89K	+10.99%
Jun 30, 2025	AQUIRE WEALTH ADVISORS, LLC	0.05%	19.26K	875.71K	48	+0.25%
Jun 30, 2025	GENTRUST, LLC	0.05%	19.47K	885.12K	-1.4K	-6.71%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.12%	877.75K	39.91M	601.11K	+217.29%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.05%	20.82K	946.87K	7.03K	+50.96%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	25.54K	1.16M	0	0
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.08%	31.04K	1.41M	31.04K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	34.16K	1.55M	14.48K	+73.55%
Jun 30, 2025	MARINER, LLC	0.09%	35.21K	1.6M	4.51K	+14.69%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	35.68K	1.62M	16K	+81.33%
Jun 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.09%	35.68K	1.62M	6.72K	+23.19%
Jun 30, 2025	FRAGASSO GROUP INC.	0.09%	35.96K	1.64M	35.96K	+100.00%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	10.51K	477.98K	-1.51K	-12.54%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.03%	10.54K	479K	-18.54K	-63.76%
Jun 30, 2025	1834 INVESTMENT ADVISORS CO	0.03%	11.15K	506.9K	-2.2K	-16.49%
Jun 30, 2025	PAUL DAMON & ASSOCIATES, INC.	0.03%	11.26K	511.91K	-427	-3.65%
Jun 30, 2025	HRT FINANCIAL LP	0.03%	12.18K	553K	12.18K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.03%	12.37K	562.63K	-4.02K	-24.50%
Jun 30, 2025	PRIVATE TRUST CO NA	0.03%	12.72K	578.15K	15	+0.12%
Jun 30, 2025	WBH ADVISORY INC	0.03%	13.22K	601.2K	13.22K	+100.00%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.03%	13.6K	618.39K	0	0
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.03%	14K	636.63K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	14.22K	646.71K	-1.73K	-10.83%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.04%	14.67K	667.07K	14.67K	+100.00%
Jun 30, 2025	GTS SECURITIES LLC	0.04%	14.78K	671.87K	14.78K	+100.00%
Jun 30, 2025	PETRA FINANCIAL ADVISORS INC	0.04%	14.92K	678.4K	15	+0.10%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.04%	14.99K	681.41K	-21.12K	-58.49%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.04%	15.55K	707.24K	5.27K	+51.17%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.04%	15.66K	712.2K	-15.08K	-49.05%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.04%	15.87K	721.79K	-8.4K	-34.60%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	1.51%	626.34K	28.48M	103.26K	+19.74%
Jun 30, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.2%	84.42K	3.84M	-77.08K	-47.73%
Jun 30, 2025	MATHER GROUP, LLC.	1.08%	447.12K	20.33M	148.43K	+49.69%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	37.94K	1.73M	-24.34K	-39.08%
Jun 30, 2025	IDAHO TRUST BANK	0.09%	38.26K	1.74M	-1.07K	-2.73%
Jun 30, 2025	CHOREO, LLC	0.09%	38.56K	1.75M	22.23K	+136.02%
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.13%	54.5K	2.48M	-17.27K	-24.06%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.19%	76.93K	3.5M	-10.83K	-12.34%
Jun 30, 2025	GRANITE HARBOR ADVISORS, INC.	0.19%	78.01K	3.55M	8.33K	+11.96%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	79.53K	3.62M	-8.42K	-9.57%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.22%	90.28K	4.11M	90.28K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.23%	93.81K	4.27M	-1.9K	-1.98%
Jun 30, 2025	CERITY PARTNERS LLC	0.23%	95.01K	4.32M	-3.37K	-3.43%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.56%	643.41K	29.25M	-45K	-6.54%
Jun 30, 2025	CX INSTITUTIONAL	1.74%	721.02K	32.79M	-28.48K	-3.80%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.09%	865.15K	39.34M	26.83K	+3.20%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.15%	887.78K	40.37M	-150.96K	-14.53%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.79%	3.64M	165.37M	1.16M	+47.13%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.05%	20.25K	920.84K	-1.13K	-5.26%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.05%	21.3K	968.56K	391	+1.87%
Jun 30, 2025	GOODWIN INVESTMENT ADVISORY	0.06%	23.17K	1.05M	-1.51K	-6.11%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	26.14K	1.19M	-1.02K	-3.74%
Jun 30, 2025	XML FINANCIAL, LLC	0.06%	26.48K	1.2M	-1.85K	-6.51%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.07%	27.21K	1.24M	-545	-1.96%
Jun 30, 2025	DAVIDSON INVESTMENT ADVISORS	0.85%	350.05K	15.92M	385	+0.11%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.25%	101.52K	4.62M	-8.54K	-7.76%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.31%	127.82K	5.81M	-50.75K	-28.42%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.32%	130.7K	5.94M	34.4K	+35.72%
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.34%	142.11K	6.46M	-4.08K	-2.79%
Jun 30, 2025	FOCUS WEALTH ADVISORS, LLC	0.38%	156.01K	7.09M	3.79K	+2.49%
Jun 30, 2025	LPL FINANCIAL LLC	4.68%	1.94M	88.09M	118.69K	+6.53%
Jun 30, 2025	VICUS CAPITAL	0.13%	53.27K	2.42M	8.14K	+18.03%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	62.28K	2.83M	-4.16K	-6.26%
Mar 31, 2025	MATHER GROUP, LLC.	0.7%	298.7K	13.59M	-309	-0.10%
Mar 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.76%	321.96K	14.65M	-119.33K	-27.04%
Mar 31, 2025	IDAHO TRUST BANK	0.09%	39.34K	1.79M	2.32K	+6.27%
Mar 31, 2025	VICUS CAPITAL	0.11%	45.13K	2.05M	-2.83K	-5.90%
Mar 31, 2025	FULTON BANK, N.A.	0.11%	45.33K	2.06M	6.94K	+18.06%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.11%	46.72K	2.13M	46.72K	+100.00%
Mar 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.14%	58.39K	2.66M	8.88K	+17.94%
Mar 31, 2025	JANE STREET GROUP, LLC	2.05%	871.4K	39.66M	871.4K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.44%	1.04M	47.27M	-169.23K	-14.01%
Mar 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.17%	71.77K	3.27M	3.79K	+5.57%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.21%	87.95K	4M	4.1K	+4.89%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	172.61K	7.86M	15.35K	+9.76%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	31.84K	1.45M	-396	-1.23%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.16%	65.87K	3.04M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	4.28%	1.82M	82.76M	46.74K	+2.64%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.21%	87.76K	3.99M	-10.13K	-10.35%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.23%	96.3K	4.38M	90.2K	+1,478.69%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.79%	335.52K	15.27M	119.9K	+55.60%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.79%	336.09K	15.3M	11.6K	+3.58%
Mar 31, 2025	DAVIDSON INVESTMENT ADVISORS	0.82%	349.66K	15.91M	14.3K	+4.26%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.84%	358.04K	16.29M	-6.59K	-1.81%
Mar 31, 2025	UBS GROUP AG	0.76%	325.05K	14.79M	-44.08K	-11.94%
Mar 31, 2025	CITADEL ADVISORS LLC	1.38%	587.69K	26.75M	574.15K	+4,238.49%
Mar 31, 2025	JPMORGAN CHASE & CO	1.47%	626.28K	28.5M	414.09K	+195.16%
Mar 31, 2025	MORGAN STANLEY	1.61%	682.31K	31.05M	-34.45K	-4.81%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.62%	688.41K	31.33M	-62.13K	-8.28%
Mar 31, 2025	OLD NATIONAL BANCORP /IN/	0.42%	178.57K	8.13M	-71.53K	-28.60%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	68.96K	3.14M	1.27K	+1.87%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.22%	92.92K	4.23M	-57.31K	-38.15%
Mar 31, 2025	ROYAL BANK OF CANADA	0.23%	95.7K	4.36M	-53.26K	-35.75%
Mar 31, 2025	BRANDYWINE OAK PRIVATE WEALTH LLC	0.38%	161.5K	7.35M	7.16K	+4.64%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.39%	163.66K	7.45M	163.66K	+100.00%
Mar 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	1.23%	523.08K	23.81M	28.19K	+5.70%
Mar 31, 2025	CERITY PARTNERS LLC	0.23%	98.39K	4.48M	-3.12K	-3.08%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.08%	36.1K	1.64M	1.09K	+3.13%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.45%	192.18K	8.75M	-654	-0.34%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	0.58%	245.73K	11.18M	11.5K	+4.91%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.26%	110.07K	5.01M	-18.09K	-14.11%
Mar 31, 2025	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.27%	113.1K	5.15M	87.66K	+344.68%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.34%	146.19K	6.65M	-5.34K	-3.52%
Mar 31, 2025	FOCUS WEALTH ADVISORS, LLC	0.36%	152.22K	6.93M	-1.29K	-0.84%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.82%	2.47M	112.5M	-758.51K	-23.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	36.24%	15.4M	700.97M	-2.81M	-15.45%
Mar 31, 2025	GRANITE HARBOR ADVISORS, INC.	0.16%	69.68K	3.17M	2.43K	+3.61%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.65%	276.64K	12.59M	68.56K	+32.95%
Mar 31, 2025	FINANCIAL COUNSELORS INC	0.09%	38.23K	1.74M	6.47K	+20.38%
Mar 31, 2025	CX INSTITUTIONAL	1.76%	749.5K	34.11M	11.14K	+1.51%
Mar 31, 2025	FMR LLC	1.77%	752.42K	34.24M	-43.86K	-5.51%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.97%	838.32K	38.15M	-79.39K	-8.65%

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