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

Who are the major shareholders selling iShares S&P 500 Value ETF stock?

AMERIPRISE FINANCIAL INC, in the last quarter, reduced its stake in IVE by -3.72% restricting it's holding to 2.9 million shares of worth nearly $657.50M. CLIFTONLARSONALLEN WEALTH ADVISORS, LLC also lessened -11.55% of the IVE shares from its portfolio, reducing its holding to 369.82 thousand shares of worth $83.97M. JB CAPITAL LLC also shunned IVE shares holding by -17.98% last quarter which brought its holding to 663.12 thousand shares worth $150.57M.

Investors who are buying IVE stock?

As per its latest 13F filing, SOFI WEALTH, LLC increased its stake in IVE by 5.97% in the last quarter. The institutional holder raised its holding to 1.04 million shares having worth more than $235.78M. MAI CAPITAL MANAGEMENT also added 21.63% more shares of IVE to its portfolio, raising its holding to 1.23 million shares of worth $278.33M. WELLS FARGO & COMPANY/MN also increased its IVE shares holding by 0.27% which brought its holding to 6.23 million shares worth $1.41B.

IVE's major insiders: who are they?

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

Did an insider recently sell IVE stock?

Company executives, directors, and other insiders own N/A percent of iShares S&P 500 Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which IVE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IVE stock?

There have been 0 transaction(s) during the past 6-months in which iShares S&P 500 Value ETF insiders have bought stock, totalling 0 shares

How much of IVE does insiders own?

Around 0 iShares S&P 500 Value ETF shares are held by insiders, which represents about N/A of IVE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IVE?

SOFI WEALTH, LLC is the largest institutional owner in IVE which holds 1.04 million shares worth $235.78M or 0.49% of the total IVE shares outstanding followed by MAI CAPITAL MANAGEMENT with ownership of 1.23 million shares representing 0.58% of the IVE ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 2.9 million shares or 1.37% of the ownership worth more than $657.50M.

Is iShares S&P 500 Value 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 IVE is concerned, it is a stock which is optionable.

Is there a short position on IVE's shares?

Number of IVE 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 IVE shares are there?

As of today, null shares of IVE are outstanding.

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

IVE 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 IVE is null.

iShares S&P 500 Value ETF (IVE) 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. SOFI WEALTH, LLC is the top corporate investor, holding 1.04M shares valued at $235.78M. A 0.49% stake in iShares S&P 500 Value ETF is owned by the company. MAI CAPITAL MANAGEMENT owns 1.23M shares valued at $278.33M, which translates its holding of 0.58% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SOFI WEALTH, LLC	0.49%	1.04M	235.78M	58.46K	+5.97%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.58%	1.23M	278.33M	218.01K	+21.63%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.37%	2.9M	657.5M	-112.01K	-3.72%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.18%	369.82K	83.97M	-48.3K	-11.55%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.95%	6.23M	1.41B	16.75K	+0.27%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.54%	9.61M	2.18B	149K	+1.58%
Jun 30, 2026	JB CAPITAL LLC	0.31%	663.12K	150.57M	-145.37K	-17.98%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.36%	758.21K	172.16M	-207.38K	-21.48%
Jun 30, 2026	LVZ, INC.	0.27%	575.98K	130.78M	3.32K	+0.58%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	270.85K	61.5M	-4.73K	-1.72%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.3%	641.5K	145.32M	55.77K	+9.52%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	976.62K	221.75M	-62.66K	-6.03%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.54%	1.15M	260.92M	-200.09K	-14.83%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.13%	274.43K	62.31M	18.8K	+7.35%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.13%	276.57K	62.8M	-6.04K	-2.14%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.13%	277.74K	63.06M	-5.57K	-1.97%
Jun 30, 2026	COURIER CAPITAL LLC	0.14%	295.65K	67.13M	455	+0.15%
Jun 30, 2026	PROBITY ADVISORS, INC.	0.14%	297.85K	67.63M	694	+0.23%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.14%	300.3K	68.19M	8.17K	+2.80%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.15%	311.37K	70.7M	-60.58K	-16.29%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.15%	314.82K	73.38M	54.56K	+20.97%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.15%	315.99K	71.75M	-204.39K	-39.28%
Jun 30, 2026	ASCENT GROUP, LLC	0.16%	342.45K	77.76M	-56.09K	-14.07%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	451.03K	102.41M	24.61K	+5.77%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0.24%	499.59K	113.44M	-14.65K	-2.85%
Jun 30, 2026	FIFTH THIRD BANCORP	0.25%	528.71K	120.05M	-28.72K	-5.15%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.27%	565.41K	128.43M	-95.16K	-14.41%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	535.69K	121.63M	-4.54K	-0.84%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.32%	670.33K	152.2M	6.65K	+1.00%
Jun 30, 2026	PACIFIC LIFE FUND ADVISORS LLC	0.36%	760.53K	172.68M	760.53K	+100.00%
Jun 30, 2026	M&T BANK CORP	0.36%	768.62K	174.53M	-29.59K	-3.71%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.37%	783.94K	178M	-118.16K	-13.10%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.38%	808.62K	183.61M	-50.29K	-5.86%
Jun 30, 2026	FMR LLC	0.39%	818.02K	185.74M	-421	-0.05%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.46%	970.07K	220.27M	-168.08K	-14.77%
Jun 30, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.59%	1.26M	285.03M	57.33K	+4.79%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.8%	1.7M	384.9M	-25.93K	-1.51%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.82%	1.73M	392.46M	-420.15K	-19.55%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.86%	1.81M	411.21M	-388.28K	-17.65%
Jun 30, 2026	BLACKROCK, INC.	0.96%	2.02M	458.79M	-573.35K	-22.10%
Jun 30, 2026	LIDO ADVISORS, LLC	1.01%	2.13M	483.56M	185.56K	+9.54%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.05%	2.21M	501.76M	-61.2K	-2.69%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.45%	3.07M	696.14M	-229.24K	-6.96%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.69%	3.57M	809.8M	305.46K	+9.37%
Jun 30, 2026	UBS GROUP AG	1.7%	3.58M	813.83M	-59.31K	-1.63%
Jun 30, 2026	LPL FINANCIAL LLC	4.56%	9.63M	2.19B	-872.87K	-8.31%
Jun 30, 2026	MORGAN STANLEY	7.06%	14.91M	3.39B	-9.23K	-0.06%
Jun 30, 2026	JPMORGAN CHASE & CO	7.69%	16.25M	3.69B	-935.02K	-5.44%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	11.04%	23.35M	5.3B	-4.38M	-15.80%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.18%	376.29K	85.44M	-10.24K	-2.65%
Jun 30, 2026	HOME FEDERAL BANK OF TENNESSEE	0.18%	386.54K	87.77M	1.24K	+0.32%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.2%	422.04K	95.83M	-137.28K	-24.54%
Jun 30, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.2%	424.53K	96.39M	-86.06K	-16.86%
Jun 30, 2026	CALAMOS WEALTH MANAGEMENT LLC	0.29%	606.36K	137.68M	10K	+1.68%
Jun 30, 2026	COLONY GROUP, LLC	0.57%	1.21M	273.68M	-23.87K	-1.94%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.78%	1.65M	375.76M	33.95K	+2.09%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.35%	731.73K	166.35M	45.11K	+6.57%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.67%	1.42M	321.58M	193	+0.01%
Jun 30, 2026	ROYAL BANK OF CANADA	0.65%	1.37M	311.03M	-26.78K	-1.92%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.58%	1.23M	278.28M	113.91K	+10.25%
Jun 30, 2026	MARINER, LLC	0.5%	1.05M	238.92M	-74.48K	-6.61%
Jun 30, 2026	REHMANN CAPITAL ADVISORY GROUP	0.35%	740.56K	168.18M	23.85K	+3.33%
Jun 30, 2026	CERITY PARTNERS LLC	0.23%	477.31K	108.38M	-40.19K	-7.77%
Mar 31, 2026	BLACKROCK, INC.	1.23%	2.59M	547.71M	-344.29K	-11.72%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.54%	3.26M	688.56M	10.44K	+0.32%
Mar 31, 2026	JPMORGAN CHASE & CO	8.13%	17.18M	3.57B	-1.57M	-8.35%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.56%	3.3M	695.77M	-114.85K	-3.37%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.48%	1.01M	212.8M	-10K	-0.98%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	1.04M	219.44M	-45.52K	-4.20%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.53%	1.11M	234.72M	110.01K	+10.98%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.02%	2.15M	453.68M	-391.65K	-15.42%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	426.43K	90.04M	16.94K	+4.14%
Mar 31, 2026	COLONY GROUP, LLC	0.58%	1.23M	259.56M	4.09K	+0.33%
Mar 31, 2026	ROYAL BANK OF CANADA	0.66%	1.4M	294.89M	48.87K	+3.63%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.67%	1.42M	299M	-298.41K	-17.41%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.36%	3.01M	638.03M	-70.64K	-2.29%
Mar 31, 2026	MORGAN STANLEY	7.06%	14.92M	3.15B	-354.9K	-2.32%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.41%	858.92K	181.36M	-56.31K	-6.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.77%	1.62M	342.27M	-224.67K	-12.17%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.81%	1.72M	363.41M	-382.45K	-18.18%
Mar 31, 2026	LIDO ADVISORS, LLC	0.92%	1.94M	410.49M	81.09K	+4.35%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.94%	6.21M	1.31B	-50.84K	-0.81%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	13.11%	27.73M	5.86B	-663.95K	-2.34%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.2%	439.03K	92.7M	439.03K	+100.00%
Mar 31, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.24%	510.59K	107.81M	-14.69K	-2.80%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.24%	514.24K	108.58M	-22.9K	-4.26%
Mar 31, 2026	CERITY PARTNERS LLC	0.24%	517.5K	109.27M	323.87K	+167.27%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.25%	520.39K	109.88M	255.4K	+96.38%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	540.23K	114.07M	25.84K	+5.02%
Mar 31, 2026	FIFTH THIRD BANCORP	0.26%	557.43K	117.7M	318.14K	+132.95%
Mar 31, 2026	JB CAPITAL LLC	0.38%	808.49K	170.71M	-111.64K	-12.13%
Mar 31, 2026	FMR LLC	0.39%	818.44K	172.81M	-1.64K	-0.20%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.43%	902.1K	190.48M	-63.34K	-6.56%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.46%	965.59K	203.88M	-24.31K	-2.46%
Mar 31, 2026	SOFI WEALTH, LLC	0.46%	979.97K	206.92M	4.34K	+0.44%
Mar 31, 2026	UBS GROUP AG	1.72%	3.64M	769.33M	108.61K	+3.07%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.13%	286.37K	60.56M	29.89K	+11.65%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.13%	292.13K	61.68M	-4.65K	-1.57%
Mar 31, 2026	COURIER CAPITAL LLC	0.13%	295.2K	62.33M	89	+0.03%
Mar 31, 2026	PROBITY ADVISORS, INC.	0.13%	297.15K	62.74M	4.51K	+1.54%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	302.97K	63.97M	-28.07K	-8.48%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.14%	309.6K	65.37M	-14.48K	-4.47%
Mar 31, 2026	LPWM LLC	0.15%	331.9K	70.08M	2.49K	+0.76%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	334.92K	70.38M	2.03K	+0.61%
Mar 31, 2026	BETTERMENT LLC	0.16%	357.48K	75.48M	-12.25K	-3.31%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.17%	370.63K	78.26M	6.82K	+1.87%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.17%	371.95K	78.54M	-11.12K	-2.90%
Mar 31, 2026	HOME FEDERAL BANK OF TENNESSEE	0.17%	385.3K	81.36M	-7.86K	-2.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.18%	386.52K	81.61M	35.78K	+10.20%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.19%	418.11K	88.28M	-34.57K	-7.64%
Mar 31, 2026	CALAMOS WEALTH MANAGEMENT LLC	0.28%	596.35K	125.92M	10.96K	+1.87%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.26%	559.32K	118.1M	-30.89K	-5.23%
Mar 31, 2026	LVZ, INC.	0.27%	572.66K	120.92M	-19.42K	-3.28%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.29%	619.12K	130.73M	596.07K	+2,585.86%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.31%	663.68K	140.14M	4.12K	+0.62%
Mar 31, 2026	M&T BANK CORP	0.37%	786.11K	165.99M	-33.07K	-4.04%
Mar 31, 2026	MARINER, LLC	0.53%	1.13M	237.83M	-64.37K	-5.40%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.54%	1.14M	240.32M	-40.14K	-3.41%
Mar 31, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.57%	1.2M	252.95M	44.19K	+3.83%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.64%	1.35M	284.89M	-121.77K	-8.28%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.47%	9.46M	2B	182.36K	+1.97%
Mar 31, 2026	LPL FINANCIAL LLC	4.97%	10.51M	2.22B	-508.02K	-4.61%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.28%	585.73K	121.63M	102.12K	+21.12%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.31%	660.57K	139.53M	-70.95K	-9.70%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.32%	686.61K	145.14M	-54.97K	-7.41%
Mar 31, 2026	REHMANN CAPITAL ADVISORY GROUP	0.34%	716.71K	151.34M	32.22K	+4.71%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	1.04%	2.2M	464.39M	-268.24K	-10.87%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.07%	2.27M	479.52M	-72.52K	-3.09%
Mar 31, 2026	CWM, LLC	1.21%	2.57M	542M	-12.33K	-0.48%
Dec 31, 2025	LPWM LLC	0.15%	329.41K	69.86M	12.14K	+3.82%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.15%	329.69K	69.92M	91.74K	+38.55%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.15%	330.08K	70M	-26.83K	-7.52%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	331.04K	70.2M	58.09K	+21.28%
Dec 31, 2025	ROYAL BANK OF CANADA	0.59%	1.35M	285.81M	92.09K	+7.33%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.65%	1.47M	311.96M	405.7K	+38.08%
Dec 31, 2025	LIDO ADVISORS, LLC	0.82%	1.86M	386.82M	74.66K	+4.17%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.93%	2.1M	446.1M	689.97K	+48.81%
Dec 31, 2025	US BANCORP \DE\	0.21%	466.76K	98.99M	75.7K	+19.36%
Dec 31, 2025	MARINER, LLC	0.53%	1.19M	252.61M	75.04K	+6.72%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.52%	1.18M	249.88M	391.4K	+49.74%
Dec 31, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	0.51%	1.15M	244.68M	1.12M	+3,286.78%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.43%	965.44K	204.74M	202.2K	+26.49%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.4%	915.22K	194.09M	211.55K	+30.06%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.44%	989.9K	209.93M	271.83K	+37.86%
Dec 31, 2025	UBS GROUP AG	1.56%	3.53M	749.64M	-69.89K	-1.94%
Dec 31, 2025	JB CAPITAL LLC	0.41%	920.13K	195.13M	273.92K	+42.39%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.76%	1.71M	363.59M	151.46K	+9.69%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.36%	3.08M	653.29M	43.35K	+1.43%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	332.89K	70.92M	72.12K	+27.66%
Dec 31, 2025	COMERICA BANK	0.15%	341.23K	72.36M	-19.64K	-5.44%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	350.74K	74.38B	7.36K	+2.14%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.24%	537.14K	113.91M	-35.22K	-6.15%
Dec 31, 2025		0.28%	623.19K	2.94M	620.24K	+21,032.21%
Dec 31, 2025	FMR LLC	0.36%	820.09K	173.92M	-6.82K	-0.82%
Dec 31, 2025	JPMORGAN CHASE & CO	8.3%	18.75M	3.98B	821.87K	+4.58%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.14%	308.99K	65.53M	97.58K	+46.16%
Dec 31, 2025	CX INSTITUTIONAL	0.14%	312.08K	66.18M	-892	-0.28%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.14%	324.08K	68.73M	105.83K	+48.49%
Dec 31, 2025	ASCENT GROUP, LLC	0.19%	426.68K	90.49M	116.76K	+37.67%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.2%	452.68K	96M	-26.64K	-5.56%
Dec 31, 2025	HOME FEDERAL BANK OF TENNESSEE	0.17%	393.16K	83.38M	872	+0.22%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.17%	383.07K	81.24M	106.48K	+38.50%
Dec 31, 2025	BETTERMENT LLC	0.16%	369.73K	78.41M	-8.57K	-2.27%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.16%	363.81K	77.15M	-5.99K	-1.62%
Dec 31, 2025	COLONY GROUP, LLC	0.54%	1.23M	259.8M	702.25K	+134.32%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.45%	1.02M	215.85M	-3.16K	-0.31%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	12.52%	28.39M	6.02B	6.27M	+28.35%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.32%	731.52K	155.13M	194.63K	+36.25%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	741.58K	157.43M	22.55K	+3.14%
Dec 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.26%	585.4K	124.14M	8.29K	+1.44%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.26%	590.21K	125.16M	46.15K	+8.48%
Dec 31, 2025	LVZ, INC.	0.26%	592.08K	125.56M	-3.25K	-0.55%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	659.57K	139.87M	5K	+0.76%
Dec 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.3%	684.49K	145.67M	28.17K	+4.29%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.12%	2.54M	538.71M	816.77K	+47.39%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.44%	3.25M	689.35M	230.88K	+7.65%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.5%	3.41M	723.15M	627.11K	+22.53%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.76%	6.26M	1.33B	120.15K	+1.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.09%	9.28M	1.97B	878.46K	+10.46%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	483.61K	102.56M	57.83K	+13.58%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	514.4K	109.09M	90.77K	+21.43%
Dec 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.23%	525.28K	111.4M	155.79K	+42.16%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	409.48K	86.84M	63.7K	+18.42%
Dec 31, 2025	M&T BANK CORP	0.36%	819.17K	173.73M	-29.83K	-3.51%
Dec 31, 2025	SOFI WEALTH, LLC	0.43%	975.63K	206.9M	10.71K	+1.11%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.44%	1M	212.42M	277.05K	+38.23%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	1.08M	230.06M	59.97K	+5.85%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	1.85M	391.4M	153.15K	+9.05%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.03%	2.34M	496.99M	-24.23K	-1.02%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	1.09%	2.47M	523.29M	710.52K	+40.44%
Dec 31, 2025	CWM, LLC	1.14%	2.58M	546.98M	702.99K	+37.47%
Dec 31, 2025	BLACKROCK, INC.	1.3%	2.94M	623.11M	948.86K	+47.70%
Dec 31, 2025	LPL FINANCIAL LLC	4.87%	11.01M	2.34B	2.47M	+28.86%
Dec 31, 2025	MORGAN STANLEY	6.74%	15.28M	3.24B	1.07M	+7.52%
Sep 30, 2025	CWM, LLC	0.93%	1.88M	387.47M	9.16K	+0.49%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.35%	703.68K	145.32M	-7.66K	-1.08%
Sep 30, 2025	JPMORGAN CHASE & CO	8.87%	17.93M	3.7B	30.68K	+0.17%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.18%	369.81K	76.37M	11.11K	+3.10%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	425.79K	87.5M	46.92K	+12.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.04%	6.14M	1.27B	-156.61K	-2.49%
Sep 30, 2025	SOFI WEALTH, LLC	0.48%	964.92K	199.27M	12.99K	+1.36%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.5%	3.04M	627.07M	5.48K	+0.18%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	10.95%	22.12M	4.57B	1.14M	+5.42%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.38%	2.78M	574.69M	669.98K	+31.71%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.17%	2.37M	488.97M	5.28K	+0.22%
Sep 30, 2025	BLACKROCK, INC.	0.98%	1.99M	410.82M	-1.22K	-0.06%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.36%	718.06K	148.29M	29.89K	+4.34%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.36%	717.96K	148.27M	3.58K	+0.50%
Sep 30, 2025	JB CAPITAL LLC	0.32%	646.21K	133.45M	54.01K	+9.12%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	423.63K	87.48M	3.75K	+0.89%
Sep 30, 2025	HOME FEDERAL BANK OF TENNESSEE	0.19%	392.29K	81.01M	807	+0.21%
Sep 30, 2025	LPWM LLC	0.16%	317.27K	65.52M	9.59K	+3.12%
Sep 30, 2025	CX INSTITUTIONAL	0.15%	312.97K	64.63M	-15.6K	-4.75%
Sep 30, 2025	ASCENT GROUP, LLC	0.15%	309.92K	64M	4.07K	+1.33%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.15%	295.84K	61.09M	-3.89K	-1.30%
Sep 30, 2025	COURIER CAPITAL LLC	0.15%	295.1K	60.94M	-2K	-0.67%
Sep 30, 2025	PROBITY ADVISORS, INC.	0.15%	293.87K	60.69M	9.91K	+3.49%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	282.02K	58.24M	-6.1K	-2.12%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.14%	276.59K	57.12M	24.73K	+9.82%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	272.95K	56.37M	-11.64K	-4.09%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.13%	270.47K	55.85M	-2.02K	-0.74%
Sep 30, 2025	AMARILLO NATIONAL BANK	0.13%	265.57K	54.84M	-2.83K	-1.06%
Sep 30, 2025	BARCLAYS PLC	0.13%	264.51K	54.62M	-9.53K	-3.48%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	260.77K	53.85M	149.25K	+133.83%
Sep 30, 2025	FIFTH THIRD BANCORP	0.12%	245.89K	50.78M	-5.07K	-2.02%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.12%	237.96K	49.14M	-5.71K	-2.34%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.11%	222.82K	46.02M	2.35K	+1.06%
Sep 30, 2025	MORGAN STANLEY	7.03%	14.21M	2.93B	74.26K	+0.53%
Sep 30, 2025	LPL FINANCIAL LLC	4.23%	8.55M	1.76B	634.51K	+8.02%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.38%	763.24K	157.62M	28.04K	+3.81%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.15%	8.4M	1.73B	72.04K	+0.87%
Sep 30, 2025	UBS GROUP AG	1.78%	3.6M	744.42M	37.37K	+1.05%
Sep 30, 2025	US BANCORP \DE\	0.19%	391.07K	80.76M	-225.6K	-36.58%
Sep 30, 2025	BETTERMENT LLC	0.19%	378.3K	78.12M	-10.53K	-2.71%
Sep 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.29%	577.1K	119.18M	21.52K	+3.87%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.28%	572.36K	118.2M	-39.25K	-6.42%
Sep 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.18%	369.49K	76.3M	23.98K	+6.94%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.53%	1.07M	220M	58.9K	+5.85%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	1.02M	211.64M	-87.79K	-7.89%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.51%	1.02M	210.84M	1.43K	+0.14%
Sep 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.32%	656.32K	135.63M	30.32K	+4.84%
Sep 30, 2025	LVZ, INC.	0.29%	595.33K	122.94M	145.72K	+32.41%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.49%	3.02M	623.6M	91.54K	+3.13%
Sep 30, 2025	LIDO ADVISORS, LLC	0.88%	1.79M	369.31M	150.28K	+9.17%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.39%	786.9K	162.5M	67.2K	+9.34%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.36%	724.6K	149.64M	70.63K	+10.80%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	719.03K	147.68M	55.1K	+8.30%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	654.57K	135.18M	41.59K	+6.79%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.27%	544.05K	112.35M	-95.52K	-14.94%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.27%	536.89K	110.87M	17.03K	+3.27%
Sep 30, 2025	COLONY GROUP, LLC	0.26%	522.83K	107.97M	4.45K	+0.86%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.24%	479.32K	98.98M	-24.78K	-4.92%
Sep 30, 2025	COMERICA BANK	0.18%	360.87K	74.52M	-10.17K	-2.74%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.18%	356.91K	73.7M	-414.71K	-53.75%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.87%	1.76M	362.85M	101.23K	+6.11%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.85%	1.72M	355.92M	7.83K	+0.46%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	1.69M	349.52M	45.27K	+2.75%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	1.56M	322.78M	-789.68K	-33.56%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.7%	1.41M	291.92M	17.51K	+1.25%
Sep 30, 2025	ROYAL BANK OF CANADA	0.62%	1.26M	259.3M	38.07K	+3.13%
Sep 30, 2025	MARINER, LLC	0.55%	1.12M	230.45M	2.51K	+0.23%
Sep 30, 2025	M&T BANK CORP	0.42%	849K	175.33M	-15.2K	-1.76%
Sep 30, 2025	FMR LLC	0.41%	826.9K	170.76M	487	+0.06%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	419.88K	82.05M	-9.35K	-2.18%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	688.18K	134.48M	28.06K	+4.25%
Jun 30, 2025	LIDO ADVISORS, LLC	0.81%	1.64M	320.11M	-38.97K	-2.32%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.82%	1.66M	323.58M	205.34K	+14.16%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.85%	1.72M	335.27M	26.62K	+1.58%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.25%	504.1K	98.51M	-53.06K	-9.52%
Jun 30, 2025	COLONY GROUP, LLC	0.26%	518.38K	101.3M	105.24K	+25.47%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.28%	560.58K	109.55M	18.29K	+3.37%
Jun 30, 2025	JB CAPITAL LLC	0.29%	592.2K	115.73M	109.83K	+22.77%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.3%	611.61K	119.52M	-44.9K	-6.84%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.35%	711.33K	139.01M	-22.54K	-3.07%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.35%	714.38K	139.6M	121.5K	+20.49%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.36%	719.7K	140.64M	112.15K	+18.46%
Jun 30, 2025	BLACKROCK, INC.	0.99%	1.99M	389M	183K	+10.12%
Jun 30, 2025	CWM, LLC	0.93%	1.87M	364.87M	61.04K	+3.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.17%	2.35M	459.76B	-237.31K	-9.16%
Jun 30, 2025	LPL FINANCIAL LLC	3.93%	7.91M	1.55B	934.62K	+13.40%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.14%	8.32M	1.63B	-255.05K	-2.97%
Jun 30, 2025	MORGAN STANLEY	7.02%	14.14M	2.76T	315.85K	+2.29%
Jun 30, 2025	JPMORGAN CHASE & CO	8.89%	17.9M	3.5B	119.53K	+0.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	10.42%	20.98M	4.1B	2.34M	+12.55%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.17%	2.36M	461.68M	105.4K	+4.67%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.45%	2.93M	572.22M	214.87K	+7.92%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	1.65M	321.9M	48.64K	+3.04%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.05%	2.11M	412.9M	152.85K	+7.80%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.26%	519.87K	101.59M	25.81K	+5.22%
Jun 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.28%	555.58K	108.57M	13.39K	+2.47%
Jun 30, 2025	ROYAL BANK OF CANADA	0.6%	1.22M	237.94M	-34.99K	-2.79%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.69%	1.4M	272.82M	231.83K	+19.91%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.19%	373.97K	73.08M	332.22K	+795.77%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	378.87K	73.65M	59.75K	+18.72%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.3%	612.98K	119.79M	67.89K	+12.46%
Jun 30, 2025	US BANCORP \DE\	0.31%	616.66K	120.51M	-91.63K	-12.94%
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.31%	626K	122.33M	-8.06K	-1.27%
Jun 30, 2025	LVZ, INC.	0.22%	449.61K	87.86M	8.64K	+1.96%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.38%	771.62K	150.79M	48.14K	+6.65%
Jun 30, 2025	FMR LLC	0.41%	826.42K	161.5M	-3.89K	-0.47%
Jun 30, 2025	M&T BANK CORP	0.43%	864.2K	168.88M	-66.61K	-7.16%
Jun 30, 2025	SOFI WEALTH, LLC	0.47%	951.93K	186.03M	54.66K	+6.09%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.5%	1.01M	196.67M	84.88K	+9.21%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.51%	1.02M	199.24M	33.81K	+3.43%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	1.11M	217.43M	-6.42K	-0.57%
Jun 30, 2025	MARINER, LLC	0.55%	1.11M	217.57M	17.1K	+1.56%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.6%	1.22M	6.22M	1.21M	+19,441.24%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.51%	3.03M	591.82M	484.78K	+19.04%
Jun 30, 2025	UBS GROUP AG	1.77%	3.57M	697.14M	8.66K	+0.24%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.13%	6.3M	1.23B	30.88K	+0.49%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.32%	639.58K	124.99M	141.52K	+28.41%
Jun 30, 2025	BETTERMENT LLC	0.19%	388.83K	75.99M	-13.09K	-3.26%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	663.93K	129.84M	117.84K	+21.58%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.32%	653.97K	127.8M	103.44K	+18.79%
Jun 30, 2025	HOME FEDERAL BANK OF TENNESSEE	0.19%	391.48K	76.5M	447	+0.11%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.28%	550.53K	104.92M	57.22K	+11.60%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.25%	498.06K	94.92M	36.1K	+7.82%
Mar 31, 2025	MORGAN STANLEY	7.05%	13.82M	2.63B	810.79K	+6.23%
Mar 31, 2025	CWM, LLC	0.92%	1.81M	344.2M	356.76K	+24.62%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.86%	1.69M	321.89M	161.06K	+10.54%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	1.6M	304.66M	-32.15K	-1.97%
Mar 31, 2025	ROYAL BANK OF CANADA	0.64%	1.25M	238.72M	30.58K	+2.50%
Mar 31, 2025	MARINER, LLC	0.56%	1.1M	208.9M	-10.19K	-0.92%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.37%	733.87K	139.86M	250.79K	+51.91%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	660.12K	125.81M	218.09K	+49.34%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.33%	656.51K	125.12M	-437.76K	-40.00%
Mar 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.32%	634.07K	120.84M	71.57K	+12.72%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.31%	607.55K	115.79M	194.72K	+47.17%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.3%	592.88K	112.99M	3.13K	+0.53%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.28%	545.08K	103.88M	-1.72K	-0.31%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.28%	542.29K	103.35M	73.45K	+15.67%
Mar 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.28%	542.2K	103.33M	63.2K	+13.19%
Mar 31, 2025	JB CAPITAL LLC	0.25%	482.38K	91.93M	159.72K	+49.50%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.59%	1.16M	221.88M	415.3K	+55.45%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.3%	2.55M	485.36M	90.86K	+3.70%
Mar 31, 2025	HOME FEDERAL BANK OF TENNESSEE	0.2%	391.04K	74.52M	5.06K	+1.31%
Mar 31, 2025	BETTERMENT LLC	0.2%	401.92K	76.6M	-14.11K	-3.39%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	405.62K	77.3M	3.68K	+0.92%
Mar 31, 2025	COLONY GROUP, LLC	0.21%	413.14K	78.74M	-3.85K	-0.92%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	546.08K	104.16M	-33.7K	-5.81%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.32%	2.59M	493.6M	105.42K	+4.24%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	494.06K	94.16M	136.66K	+38.24%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.28%	557.17K	106.18M	-78.65K	-12.37%
Mar 31, 2025	US BANCORP \DE\	0.36%	708.3K	134.99M	-9.1K	-1.27%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.37%	723.48K	137.88M	26.04K	+3.73%
Mar 31, 2025	M&T BANK CORP	0.47%	930.8K	177.39M	-26.78K	-2.80%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.5%	985.72K	187.86M	-36.79K	-3.60%
Mar 31, 2025	LIDO ADVISORS, LLC	0.86%	1.68M	319.61M	262.67K	+18.57%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.2%	6.27M	1.19B	-216.38K	-3.34%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.38%	2.71M	517.1M	136.63K	+5.30%
Mar 31, 2025	UBS GROUP AG	1.81%	3.56M	678.23M	-41.86K	-1.16%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	1.12M	213.27M	119.99K	+12.01%
Mar 31, 2025	LPL FINANCIAL LLC	3.56%	6.98M	1.33B	1.7M	+32.20%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.37%	8.58M	1.64B	431.42K	+5.29%
Mar 31, 2025	JPMORGAN CHASE & CO	9.06%	17.78M	3.39B	922.56K	+5.47%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	9.5%	18.64M	3.55B	5.21M	+38.76%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	429.23K	81.8M	66.82K	+18.44%
Mar 31, 2025	LVZ, INC.	0.22%	440.97K	84.04M	4K	+0.92%
Mar 31, 2025	FMR LLC	0.42%	830.31K	158.24M	-6.23K	-0.75%
Mar 31, 2025	SOFI WEALTH, LLC	0.46%	897.27K	171M	882.81K	+6,106.46%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.47%	921.53K	175.63M	252.61K	+37.76%
Mar 31, 2025	BLACKROCK, INC.	0.92%	1.81M	344.49M	537.72K	+42.34%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1%	1.96M	373.55M	328.73K	+20.15%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.15%	2.26M	430.15M	114.41K	+5.34%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.74%	1.45M	276.43M	502.78K	+53.05%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.52%	696.74K	130.16M	581.57K	+504.96%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	5.65%	7.51M	1.4B	-53.97K	-0.71%
Mar 31, 2024	LVZ, INC.	0.32%	429.61K	80.26M	-21.38K	-4.74%
Mar 31, 2024	REHMANN CAPITAL ADVISORY GROUP	0.33%	432.58K	80.81M	32.59K	+8.15%
Mar 31, 2024	ROYAL BANK OF CANADA	0.96%	1.27M	237.42M	39.49K	+3.21%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.04%	1.38M	257.36M	1.15M	+503.84%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.3%	1.73M	323.63M	144.3K	+9.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	9%	11.96M	2.23B	7.65M	+177.24%
Mar 31, 2024	COMERICA BANK	0.29%	387.71K	72.43M	-29.06K	-6.97%
Mar 31, 2024	HOME FEDERAL BANK OF TENNESSEE	0.3%	397.17K	74.19M	-7.53K	-1.86%
Mar 31, 2024	BETTERMENT LLC	0.34%	446.53K	83.42M	-14.73K	-3.19%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS GROUP LLC	0.35%	462.99K	86.49M	11.65K	+2.58%
Mar 31, 2024	CALAMOS WEALTH MANAGEMENT LLC	0.35%	469.92K	87.79M	-2.88K	-0.61%
Mar 31, 2024	MCKINLEY CARTER WEALTH SERVICES, INC.	0.35%	471.71K	88.12M	3.06K	+0.65%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.39%	514.72K	96.13M	-52.15K	-9.20%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	518.49K	96.86M	-31.88K	-5.79%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.41%	550.98K	102.93M	24.53K	+4.66%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.42%	562.48K	105.11M	-329.7K	-36.95%
Mar 31, 2024	LPL FINANCIAL LLC	3.05%	4.06M	758.11M	2.07M	+103.98%
Mar 31, 2024	JPMORGAN CHASE & CO	13.37%	17.78M	3.32B	861.7K	+5.09%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.28%	367.06K	68.57M	40.46K	+12.39%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.28%	371.35K	69.37M	285.33K	+331.70%
Mar 31, 2024	CETERA ADVISORS LLC	0.28%	377.38K	70.5M	114.74K	+43.69%
Mar 31, 2024	USA FINANCIAL PORTFORMULAS CORP	0.29%	385.72K	72.06M	8.79K	+2.33%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.31%	407.31K	76.09M	21.25K	+5.50%
Mar 31, 2024	LIDO ADVISORS, LLC	0.45%	594.8K	111.11M	-285.61K	-32.44%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.47%	626.98K	117.13M	475.86K	+314.89%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.47%	628.4K	117.39M	-80.54K	-11.36%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.48%	641.11K	119.75M	-344.52K	-34.95%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.51%	672.4K	125.61M	15.87K	+2.42%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.55%	734.93K	137.29M	97.23K	+15.25%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.57%	756.62K	141.34M	127.18K	+20.21%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.59%	780.6K	145.82M	-1.05K	-0.13%
Mar 31, 2024	FMR LLC	0.64%	848.97K	158.6M	-21.27K	-2.44%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.64%	856.58K	160.02M	124.85K	+17.06%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.68%	902.53K	168.6M	839.74K	+1,337.38%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.75%	999.86K	186.78M	69.66K	+7.49%
Mar 31, 2024	M&T BANK CORP	0.81%	1.08M	200.89M	-4.43K	-0.41%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	1.08M	201.78M	1.08M	+100.00%
Mar 31, 2024	MARINER, LLC	0.85%	1.13M	210.57M	30.71K	+2.80%
Mar 31, 2024	BLACKROCK INC.	0.95%	1.26M	235.2M	1.25M	+20,018.66%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.06%	1.41M	263.5M	1.27M	+905.64%
Mar 31, 2024	CWM, LLC	1.13%	1.5M	279.53M	1.04M	+228.45%
Mar 31, 2024	US BANCORP \DE\	1.16%	1.54M	287.52M	139.26K	+9.95%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.82%	2.42M	452.93M	229.19K	+10.44%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.85%	2.47M	463.87M	404.91K	+19.65%
Mar 31, 2024	UBS GROUP AG	2.64%	3.51M	655.35M	-50.28K	-1.41%
Mar 31, 2024	COURIER CAPITAL LLC	0.22%	296.4K	55.37M	-4.4K	-1.46%
Mar 31, 2024	FIFTH THIRD BANCORP	0.23%	307.14K	57.38M	-19.44K	-5.95%
Mar 31, 2024	AMARILLO NATIONAL BANK	0.23%	309.11K	57.74M	-1.51K	-0.48%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.23%	311.33K	58.16M	-3.93K	-1.25%
Mar 31, 2024	PRAETORIAN WEALTH MANAGEMENT, INC.	0.24%	320.26K	59.83M	19.42K	+6.46%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.25%	329.33K	61.52M	239.84K	+267.98%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.26%	339.24K	63.46M	45.54K	+15.51%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.26%	348.07K	65.02M	296.27K	+571.92%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.26%	349.94K	65.37M	-3.56K	-1.01%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	350.63K	65.5M	91.19K	+35.15%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.27%	358.56K	66.98M	25.78K	+7.75%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	3.5%	4.65M	869.36M	-30.63K	-0.65%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.87%	7.81M	1.46B	716.79K	+10.11%
Mar 31, 2024	MORGAN STANLEY	9.19%	12.21M	2.28B	836.13K	+7.35%
Dec 31, 2023	HOME FEDERAL BANK OF TENNESSEE	0.3%	404.69K	70.37M	-440	-0.11%
Dec 31, 2023	REHMANN CAPITAL ADVISORY GROUP	0.3%	399.98K	69.55M	32.05K	+8.71%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.29%	386.06K	67.13M	10.58K	+2.82%
Dec 31, 2023	USA FINANCIAL PORTFORMULAS CORP	0.28%	376.93K	65.54M	376.93K	+6,282,116.67%
Dec 31, 2023	UBS GROUP AG	2.68%	3.56M	618.77M	14.43K	+0.41%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.65%	2.2M	381.75M	25.25K	+1.16%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.55%	2.06M	358.58M	-489.36K	-19.19%
Dec 31, 2023	LPL FINANCIAL LLC	1.5%	1.99M	345.96M	48.56K	+2.50%
Dec 31, 2023	SMITH ANGLIN FINANCIAL, LLC	0.28%	376.32K	65.44M	17.24K	+4.80%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.59%	781.65K	135.92M	44.48K	+6.03%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.27%	353.5K	61.47M	-15.54K	-4.21%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.25%	332.78K	58.54M	192.24K	+136.79%
Dec 31, 2023	FIRST HAWAIIAN BANK	0.25%	326.72K	56.81M	-3.21K	-0.97%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.25%	326.6K	56.79M	5.32K	+1.66%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.19%	1.59M	276.15M	98.03K	+6.58%
Dec 31, 2023	US BANCORP \DE\	1.05%	1.4M	243.42M	65.45K	+4.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.93%	1.23M	214.13M	-1.78K	-0.14%
Dec 31, 2023	MARINER, LLC	0.82%	1.1M	190.67M	3.85K	+0.35%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.67%	892.18K	155.25M	-146.23K	-14.08%
Dec 31, 2023	M&T BANK CORP	0.81%	1.08M	187.77M	-23.9K	-2.17%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.7%	930.2K	161.75M	31.56K	+3.51%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.74%	985.63K	171.39M	444.53K	+82.15%
Dec 31, 2023	FMR LLC	0.65%	870.24K	151.33M	-20.21K	-2.27%
Dec 31, 2023	LIDO ADVISORS, LLC	0.66%	880.41K	153.09M	3.14K	+0.36%
Dec 31, 2023	FIFTH THIRD BANCORP	0.25%	326.58K	56.79M	-19.88K	-5.74%
Dec 31, 2023	BARCLAYS PLC	0.24%	322.03K	56M	-19	-0.01%
Dec 31, 2023	SALOMON & LUDWIN, LLC	0.24%	315.26K	48.43M	0	0
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.24%	313.61K	54.53M	313.61K	+100.00%
Dec 31, 2023	AMARILLO NATIONAL BANK	0.23%	310.61K	54.01M	-1.53K	-0.49%
Dec 31, 2023	JPMORGAN CHASE & CO	12.72%	16.91M	2.94B	29.37K	+0.17%
Dec 31, 2023	MORGAN STANLEY	8.56%	11.38M	1.98B	108.91K	+0.97%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	5.69%	7.57M	1.32B	25.64K	+0.34%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.33%	7.09M	1.23B	-136.63K	-1.89%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	3.52%	4.68M	814.56M	1.67M	+55.31%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.25%	4.31M	750.19M	351.48K	+8.87%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.55%	731.73K	127.24M	-11.78K	-1.58%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.53%	708.94K	123.28M	195.68K	+38.12%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.49%	656.53K	114.16M	-1.91K	-0.29%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.48%	637.7K	110.89M	11.96K	+1.91%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.47%	629.44K	109.45M	-1.68K	-0.27%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.43%	566.87K	98.57M	14.99K	+2.72%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.41%	550.36K	95.7M	-54.78K	-9.05%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.4%	526.45K	91.54M	71.47K	+15.71%
Dec 31, 2023	CALAMOS WEALTH MANAGEMENT LLC	0.36%	472.8K	82.22M	418.98K	+778.40%
Dec 31, 2023	MCKINLEY CARTER WEALTH SERVICES, INC.	0.35%	468.65K	81.49M	-135.09K	-22.38%
Dec 31, 2023	BETTERMENT LLC	0.35%	461.26K	80.21M	-13K	-2.74%
Dec 31, 2023	CWM, LLC	0.34%	455.58K	79.22M	6.6K	+1.47%
Dec 31, 2023	STRATEGIC WEALTH PARTNERS GROUP LLC	0.34%	451.34K	78.48M	-6.77K	-1.48%
Dec 31, 2023	LVZ, INC.	0.34%	450.99K	78.42M	-7.01K	-1.53%
Dec 31, 2023	COMERICA BANK	0.31%	416.77K	72.47M	10.15K	+2.50%

IVE Stock Ownership Breakdown

iShares S&P 500 Value ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions