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

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

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in IVLU by -0.65% restricting it's holding to 777.06 thousand shares of worth nearly $32.50M. COLONY GROUP, LLC also lessened -9.74% of the IVLU shares from its portfolio, reducing its holding to 922.29 thousand shares of worth $38.57M. ONE WEALTH ADVISORS, LLC also shunned IVLU shares holding by -2% last quarter which brought its holding to 285.59 thousand shares worth $11.94M.

Investors who are buying IVLU stock?

As per its latest 13F filing, COMMONWEALTH EQUITY SERVICES, LLC increased its stake in IVLU by 9.75% in the last quarter. The institutional holder raised its holding to 297.76 thousand shares having worth more than $12.45M. JANNEY MONTGOMERY SCOTT LLC also added 2.46% more shares of IVLU to its portfolio, raising its holding to 801.13 thousand shares of worth $33.50M. KATHMERE CAPITAL MANAGEMENT, LLC also increased its IVLU shares holding by 2.62% which brought its holding to 834.08 thousand shares worth $34.88M.

IVLU's major insiders: who are they?

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

Did an insider recently sell IVLU stock?

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

Which insider recently purchased IVLU stock?

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

How much of IVLU does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in IVLU?

ENVESTNET ASSET MANAGEMENT INC is the largest institutional owner in IVLU which holds 777.06 thousand shares worth $32.50M or 0.8% of the total IVLU shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 297.76 thousand shares representing 0.31% of the IVLU ownership. JANNEY MONTGOMERY SCOTT LLC is the third largest stakeholder with 801.13 thousand shares or 0.82% of the ownership worth more than $33.50M.

Is iShares MSCI Intl Value Factor ETF stock optionable?

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

Is there a short position on IVLU's shares?

Number of IVLU 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 IVLU shares are there?

As of today, null shares of IVLU are outstanding.

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

IVLU 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 IVLU is null.

iShares MSCI Intl Value Factor ETF (IVLU) 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. ENVESTNET ASSET MANAGEMENT INC is the top corporate investor, holding 777.06K shares valued at $32.50M. A 0.8% stake in iShares MSCI Intl Value Factor ETF is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 297.76K shares valued at $12.45M, 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	ENVESTNET ASSET MANAGEMENT INC	0.8%	777.06K	32.5M	-5.1K	-0.65%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	297.76K	12.45M	26.45K	+9.75%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.82%	801.13K	33.5M	19.26K	+2.46%
Jun 30, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.86%	834.08K	34.88M	21.32K	+2.62%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	0.86%	840.52K	35.15M	56.7K	+7.23%
Jun 30, 2026	COLONY GROUP, LLC	0.95%	922.29K	38.57M	-99.57K	-9.74%
Jun 30, 2026	MORGAN STANLEY	1.73%	1.68M	70.24M	225.38K	+15.50%
Jun 30, 2026	JPMORGAN CHASE & CO	4.96%	4.82M	201.17M	345.34K	+7.71%
Jun 30, 2026	FMR LLC	7.18%	6.98M	292.05M	799	+0.01%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	19.16%	18.64M	779.46M	451.69K	+2.48%
Jun 30, 2026	FARROW FINANCIAL INC.	0.29%	281.77K	11.78M	479	+0.17%
Jun 30, 2026	ONE WEALTH ADVISORS, LLC	0.29%	285.59K	11.94M	-5.84K	-2.00%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	344.15K	14.39M	-2.67K	-0.77%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.46%	451.34K	18.88M	16.8K	+3.87%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.47%	455.07K	19.03M	68.7K	+17.78%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.48%	468.82K	19.61M	215.05K	+84.74%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.55%	531.45K	22.23M	171.06K	+47.47%
Jun 30, 2026	JANE STREET GROUP, LLC	0.56%	543.95K	22.75M	-376.29K	-40.89%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.88%	859.24K	35.94M	180.18K	+26.53%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.32%	307.92K	12.88M	13.31K	+4.52%
Jun 30, 2026	HECK CAPITAL ADVISORS, LLC	0.32%	309.47K	12.94M	-58.86K	-15.98%
Jun 30, 2026	PLANCORP, LLC	0.33%	316.7K	13.34M	-1.73K	-0.54%
Jun 30, 2026	ERSTE ASSET MANAGEMENT GMBH	0.45%	437.1K	18.24M	17.8K	+4.25%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	3.54%	3.45M	144.09M	-40.23K	-1.15%
Jun 30, 2026	EQIS CAPITAL MANAGEMENT, INC.	0.32%	310.74K	13M	-14.77K	-4.54%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.27%	260.4K	10.89M	73.16K	+39.07%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.28%	268.8K	11.24M	-1.59K	-0.59%
Jun 30, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.39%	379.08K	15.85M	-327	-0.09%
Jun 30, 2026	UBS GROUP AG	0.39%	380.91K	15.93M	-101.23K	-21.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.57%	1.53M	63.79M	-77.15K	-4.81%
Jun 30, 2026	PIONEER FAMILY OFFICE, LLC	0.31%	297.82K	12.45M	-2.97K	-0.99%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.33%	317.81K	13.29M	7.54K	+2.43%
Jun 30, 2026	SAVVY ADVISORS, INC.	2.69%	2.61M	109.26M	373.02K	+16.65%
Jun 30, 2026	HIGH PROBABILITY ADVISORS, LLC	0.39%	380.88K	15.93M	18.48K	+5.10%
Jun 30, 2026	MERIDIAN FINANCIAL PARTNERS LLC	0.38%	368.01K	15.58M	13.45K	+3.79%
Jun 30, 2026	LPL FINANCIAL LLC	2.99%	2.91M	121.71M	975.07K	+50.38%
Jun 30, 2026		0.29%	297.82K	12.45M	-2.97K	-0.99%
Jun 30, 2026	KWB WEALTH	0.35%	336.26K	14.06M	-240.5K	-41.70%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.35%	340.45K	14.24M	27.24K	+8.70%
Jun 30, 2026	IRONWOOD WEALTH MANAGEMENT, INC.	0.23%	230.52K	9.74M	-25.98K	-10.13%
Jun 30, 2026	SYSTELLIGENCE, LLC	0.23%	237.77K	9.94M	3.8K	+1.62%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.24%	240.54K	10.06M	-11.74K	-4.65%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.25%	250.83K	10.49M	58.21K	+30.22%
Jun 30, 2026	IFP ADVISORS, INC	0.25%	251.13K	10.5M	26.36K	+11.73%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	257.12K	10.75M	25.74K	+11.12%
Jun 30, 2026	ADVISORSHARES INVESTMENTS LLC	0.41%	395.84K	16.55M	-9.07K	-2.24%
Jun 30, 2026	US BANCORP \DE\	0.41%	399K	16.69M	2.98K	+0.75%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.41%	419.03K	17.52M	4.44K	+1.07%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	542.68K	23.1M	27.1K	+5.26%
Jun 30, 2026	VICTORY FINANCIAL GROUP, LLC	0.59%	569.77K	23.83M	-56.24K	-8.98%
Jun 30, 2026	INVENIO WEALTH PARTNERS LLC	0.6%	582.8K	24.37M	3.46K	+0.60%
Jun 30, 2026	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.69%	671.71K	28.09M	-3.43K	-0.51%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.96%	930.33K	38.89M	34.7K	+3.87%
Jun 30, 2026	ROYAL BANK OF CANADA	0.48%	471.46K	19.72M	62.09K	+15.17%
Jun 30, 2026	FOSTER GROUP, INC.	0.38%	366.99K	15.35M	199	+0.05%
Jun 30, 2026	ALLIANCE WEALTH ADVISORS, LLC /UT	0.73%	712.34K	29.79M	120.41K	+20.34%
Jun 30, 2026	CAPITAL ADVISORS INC/OK	0.79%	768.39K	32.13M	366.62K	+91.25%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.28%	253.77K	10.07M	15K	+6.28%
Mar 31, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.3%	294.61K	11.69M	30.49K	+11.54%
Mar 31, 2026	PLANCORP, LLC	0.32%	318.44K	13.24M	628	+0.20%
Mar 31, 2026	UBS GROUP AG	0.48%	482.14K	19.13M	184.05K	+61.74%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.78%	781.86K	31.02M	130.01K	+19.94%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.78%	782.16K	31.04M	278.26K	+55.22%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.79%	783.81K	31.1M	40.46K	+5.44%
Mar 31, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	0.81%	812.76K	32.25M	2.58K	+0.32%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.98%	895.63K	35.55M	-131.76K	-12.82%
Mar 31, 2026	JANE STREET GROUP, LLC	0.92%	920.25K	36.52M	335.49K	+57.37%
Mar 31, 2026	COLONY GROUP, LLC	1.02%	1.02M	40.55M	-29.72K	-2.83%
Mar 31, 2026	MORGAN STANLEY	1.46%	1.45M	57.7M	361.14K	+33.04%
Mar 31, 2026	LPL FINANCIAL LLC	1.94%	1.94M	76.79M	878.27K	+83.09%
Mar 31, 2026	SAVVY ADVISORS, INC.	2.24%	2.24M	88.87M	791.66K	+54.67%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	3.49%	3.49M	138.32M	-177.4K	-4.84%
Mar 31, 2026	JPMORGAN CHASE & CO	4.48%	4.48M	172.4M	-186.93K	-4.01%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18.21%	18.19M	721.65M	986.06K	+5.73%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.3%	270.39K	10.73M	-3.27K	-1.20%
Mar 31, 2026	FMR LLC	6.99%	6.98M	277.07M	-167.68K	-2.35%
Mar 31, 2026	FARROW FINANCIAL INC.	0.28%	281.29K	11.16M	-550	-0.20%
Mar 31, 2026		0.3%	300.79K	11.94M	300.79K	+100.00%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.31%	310.27K	12.31M	2.1K	+0.68%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.31%	313.21K	12.43M	105.51K	+50.80%
Mar 31, 2026	EQIS CAPITAL MANAGEMENT, INC.	0.33%	325.51K	12.92M	-14.33K	-4.22%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	346.81K	13.76M	80	+0.02%
Mar 31, 2026	MERIDIAN FINANCIAL PARTNERS LLC	0.36%	354.55K	14.26M	23.97K	+7.25%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.36%	360.39K	14.3M	2.52K	+0.70%
Mar 31, 2026	HIGH PROBABILITY ADVISORS, LLC	0.36%	362.4K	14.38M	-5.97K	-1.62%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.22%	203.79K	8.09M	1.99K	+0.99%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.23%	207.86K	8.25M	-4.95K	-2.32%
Mar 31, 2026	COBBLESTONE ASSET MANAGEMENT LLC	0.23%	209.81K	8.33M	-9.06K	-4.14%
Mar 31, 2026	IFP ADVISORS, INC	0.25%	224.77K	8.92M	60.35K	+36.71%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.25%	228.15K	9.05M	-1.36K	-0.59%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	231.38K	9.18M	25.06K	+12.15%
Mar 31, 2026	SYSTELLIGENCE, LLC	0.26%	233.97K	9.28M	-25.24K	-9.74%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.28%	252.28K	9.99M	-29.82K	-10.57%
Mar 31, 2026	IRONWOOD WEALTH MANAGEMENT, INC.	0.28%	256.5K	10.66M	-6.4K	-2.43%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.29%	267.62K	10.62M	-28.74K	-9.70%
Mar 31, 2026	FOSTER GROUP, INC.	0.37%	366.79K	14.55M	-18.14K	-4.71%
Mar 31, 2026	KWB WEALTH	0.58%	576.76K	21.95M	-7.82K	-1.34%
Mar 31, 2026	INVENIO WEALTH PARTNERS LLC	0.58%	579.35K	22.99M	237.23K	+69.34%
Mar 31, 2026	ALLIANCE WEALTH ADVISORS, LLC /UT	0.59%	591.93K	23.49M	213.93K	+56.60%
Mar 31, 2026	BAER INVESTMENT ADVISORY LLC	0.63%	626.01K	24.84M	626.01K	+100.00%
Mar 31, 2026	VICTORY FINANCIAL GROUP, LLC	0.63%	626.01K	24.84M	45.42K	+7.82%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	674.51K	26.77M	598.43K	+786.59%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.6%	1.6M	63.59M	364.24K	+29.42%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	271.32K	10.77M	212.45K	+360.93%
Mar 31, 2026	ONE WEALTH ADVISORS, LLC	0.29%	291.44K	11.56M	-6.9K	-2.31%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.29%	293.95K	11.66M	293.95K	+100.00%
Mar 31, 2026	US BANCORP \DE\	0.4%	396.02K	15.71M	316.48K	+397.93%
Mar 31, 2026	CAPITAL ADVISORS INC/OK	0.4%	401.77K	15.94M	11.5K	+2.95%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	0.37%	368.33K	14.62M	-43.83K	-10.63%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.38%	379.41K	15.06M	1.09K	+0.29%
Mar 31, 2026	ADVISORSHARES INVESTMENTS LLC	0.41%	404.92K	16.07M	-54.55K	-11.87%
Mar 31, 2026	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.68%	675.14K	26.79M	-18.99K	-2.74%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.52%	515.58K	20.69M	-123.58K	-19.33%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.39%	386.36K	15.33M	123.28K	+46.86%
Mar 31, 2026	ROYAL BANK OF CANADA	0.41%	409.36K	16.24M	294.42K	+256.15%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.42%	414.59K	16.45M	17.37K	+4.37%
Mar 31, 2026	ERSTE ASSET MANAGEMENT GMBH	0.42%	419.3K	16.15M	0	0
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.44%	434.54K	17.24M	69.25K	+18.96%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.68%	679.06K	26.95M	143.41K	+26.77%
Dec 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.9%	694.13K	26.41M	-7.22K	-1.03%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.06%	810.18K	30.83M	10.82K	+1.35%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.24%	1.03M	39.08M	632.88K	+160.42%
Dec 31, 2025	ONE WEALTH ADVISORS, LLC	0.39%	298.33K	11.35M	-5.03K	-1.66%
Dec 31, 2025	KWB WEALTH	0.76%	584.57K	22.24M	-214.93K	-26.88%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.24%	201.8K	7.68M	-26.87K	-11.75%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.22%	170.57K	6.49M	9.79K	+6.09%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	178.04K	6.77M	35.84K	+25.20%
Dec 31, 2025	ERSTE ASSET MANAGEMENT GMBH	0.5%	419.3K	15.95M	236.4K	+129.25%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.33%	273.66K	10.41M	273.66K	+100.00%
Dec 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.32%	264.12K	10.05M	11.44K	+4.53%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.32%	263.08K	10.01M	59.68K	+29.34%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.34%	282.1K	10.73M	58.62K	+26.23%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.36%	296.36K	11.28M	-3.8K	-1.27%
Dec 31, 2025	FARROW FINANCIAL INC.	0.37%	281.84K	10.72M	-1.16K	-0.41%
Dec 31, 2025	HIGH PROBABILITY ADVISORS, LLC	0.48%	368.37K	14.02M	-2.95K	-0.79%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.48%	397.23K	15.11M	-11.62K	-2.84%
Dec 31, 2025	ALLIANCE WEALTH ADVISORS, LLC /UT	0.49%	377.99K	14.38M	351.81K	+1,343.76%
Dec 31, 2025	FOSTER GROUP, INC.	0.5%	384.93K	14.65M	3.63K	+0.95%
Dec 31, 2025	CAPITAL ADVISORS INC/OK	0.51%	390.27K	14.85M	372.88K	+2,143.58%
Dec 31, 2025	TRUST POINT INC.	0.57%	438.89K	16.7M	5.59K	+1.29%
Dec 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.76%	580.59K	22.09M	6.21K	+1.08%
Dec 31, 2025	LPL FINANCIAL LLC	1.27%	1.06M	40.22M	292.64K	+38.29%
Dec 31, 2025	FMR LLC	8.66%	7.15M	272.07M	-151.83K	-2.08%
Dec 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.41%	339.83K	12.93M	-23.17K	-6.38%
Dec 31, 2025	PLANCORP, LLC	0.41%	317.81K	12.09M	-3.53K	-1.10%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.26%	212.81K	8.1M	12.97K	+6.49%
Dec 31, 2025	COBBLESTONE ASSET MANAGEMENT LLC	0.29%	218.87K	8.33M	-40.37K	-15.57%
Dec 31, 2025	INVENIO WEALTH PARTNERS LLC	0.41%	342.11K	13.02M	-3.38K	-0.98%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.42%	346.73K	13.19M	-5.65K	-1.60%
Dec 31, 2025	MERIDIAN FINANCIAL PARTNERS LLC	0.43%	330.58K	13.03M	89.99K	+37.41%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	357.88K	13.62M	36.61K	+11.40%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.45%	378.32K	14.4M	-10.75K	-2.76%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.48%	365.29K	13.9M	51.29K	+16.34%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	535.65K	20.39M	91.22K	+20.53%
Dec 31, 2025	MORGAN STANLEY	1.31%	1.09M	41.59M	150.42K	+15.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.49%	1.24M	47.12M	145.57K	+13.32%
Dec 31, 2025	SAVVY ADVISORS, INC.	1.89%	1.45M	55.1M	617.4K	+74.33%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	4.4%	3.66M	139.38M	-76.97K	-2.06%
Dec 31, 2025	JPMORGAN CHASE & CO	6.07%	4.66M	177.45M	-73.08K	-1.54%
Dec 31, 2025	COREFIRST BANK & TRUST	0.21%	176.68K	6.72M	-5.42K	-2.98%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	20.65%	17.2M	654.48M	1.15M	+7.15%
Dec 31, 2025	JANE STREET GROUP, LLC	0.76%	584.76K	22.25M	425.89K	+268.08%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	229.26K	8.72M	5K	+2.23%
Dec 31, 2025	UBS GROUP AG	0.36%	298.1K	11.34M	158.06K	+112.88%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.54%	412.16K	15.68M	147.33K	+55.63%
Dec 31, 2025	ADVISORSHARES INVESTMENTS LLC	0.6%	459.47K	17.48M	459.47K	+100.00%
Dec 31, 2025	SYSTELLIGENCE, LLC	0.34%	259.2K	9.86M	-1.92K	-0.74%
Dec 31, 2025	COLONY GROUP, LLC	1.27%	1.05M	40.01M	7.92K	+0.76%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	503.9K	19.17M	-90.41K	-15.21%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.29%	238.77K	9.09M	36.42K	+18.00%
Dec 31, 2025	JNBA FINANCIAL ADVISORS	0.29%	221.95K	8.45M	-13.82K	-5.86%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.3%	229.51K	8.73M	-22.34K	-8.87%
Dec 31, 2025	RHS FINANCIAL, LLC	0.25%	188.11K	7.16M	6.62K	+3.65%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	207.7K	7.9M	47.58K	+29.72%
Dec 31, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.34%	262.9K	10.26M	-13.05K	-4.73%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.4%	308.17K	11.73M	19.01K	+6.57%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.78%	651.86K	24.8M	31.38K	+5.06%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.83%	639.16K	24.8M	-13.71K	-2.10%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.89%	743.36K	28.28M	12.8K	+1.75%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.29%	223.48K	7.98M	-60.9K	-21.41%
Sep 30, 2025	FARROW FINANCIAL INC.	0.37%	283K	10.04M	356	+0.13%
Sep 30, 2025	COBBLESTONE ASSET MANAGEMENT LLC	0.34%	259.24K	9.2M	259.24K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.12%	16.05M	569.54M	733.15K	+4.79%
Sep 30, 2025	FMR LLC	9.61%	7.3M	259.08M	-225.99K	-3.00%
Sep 30, 2025	JPMORGAN CHASE & CO	6.23%	4.74M	168.06M	58.09K	+1.24%
Sep 30, 2025	LPL FINANCIAL LLC	1.01%	764.34K	27.12M	172.5K	+29.15%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.96%	730.55K	25.92M	38.28K	+5.53%
Sep 30, 2025	TRUST POINT INC.	0.57%	433.3K	15.37M	95.26K	+28.18%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.54%	408.84K	14.51M	-5.17K	-1.25%
Sep 30, 2025	TLT FAMILY HOLDCO ULC	0.54%	408.5K	14.49M	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	394.51K	13.97M	149.1K	+60.76%
Sep 30, 2025	FOSTER GROUP, INC.	0.5%	381.3K	13.53M	-21.34K	-5.30%
Sep 30, 2025	ERSTE ASSET MANAGEMENT GMBH	0.24%	182.9K	6.47M	182.9K	+100.00%
Sep 30, 2025	COREFIRST BANK & TRUST	0.24%	182.1K	6.46M	-2.34K	-1.27%
Sep 30, 2025	RHS FINANCIAL, LLC	0.24%	181.48K	6.44M	4.23K	+2.39%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.21%	160.78K	5.7M	-182	-0.11%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	160.12K	5.68M	61.71K	+62.70%
Sep 30, 2025	UBS GROUP AG	0.18%	140.03K	4.97M	22.49K	+19.13%
Sep 30, 2025	PROSPERITY PLANNING, INC.	0.18%	136.52K	4.84M	-9.93K	-6.78%
Sep 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.18%	134.2K	4.76M	-439	-0.33%
Sep 30, 2025	BLACKROCK, INC.	0.18%	133.85K	4.75M	-34.04K	-20.28%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.17%	130.36K	4.63M	130.36K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.17%	126.62K	4.49M	12.94K	+11.39%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.16%	122.58K	4.35M	-2.62K	-2.09%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	0.16%	118.25K	4.2M	118.25K	+100.00%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.15%	115.31K	4.09M	-1.53K	-1.31%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.33%	251.85K	8.94M	-12.07K	-4.57%
Sep 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.92%	701.35K	24.88M	526	+0.08%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.86%	652.88K	23.3M	-10.98K	-1.65%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.82%	620.48K	22.02M	620.48K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.78%	594.31K	21.09M	-3.7M	-86.16%
Sep 30, 2025	VICTORY FINANCIAL GROUP, LLC	0.76%	574.39K	20.4M	574.39K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	444.43K	15.6M	95.42K	+27.34%
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.51%	389.07K	13.8M	-24.37K	-5.89%
Sep 30, 2025	HIGH PROBABILITY ADVISORS, LLC	0.49%	371.32K	13.17M	6.6K	+1.81%
Sep 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.48%	363K	12.88M	-1.18K	-0.32%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.46%	352.38K	12.5M	-5.16K	-1.44%
Sep 30, 2025	INVENIO WEALTH PARTNERS LLC	0.45%	345.5K	12.26M	328.69K	+1,956.40%
Sep 30, 2025	BEACON HARBOR WEALTH ADVISORS, INC.	0.45%	340.6K	12.08M	340.6K	+100.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.41%	314K	11.14M	9.56K	+3.14%
Sep 30, 2025	ONE WEALTH ADVISORS, LLC	0.4%	303.36K	10.76M	-7.07K	-2.28%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.39%	300.16K	10.65M	-2.32K	-0.77%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.38%	289.16K	10.26M	-828	-0.29%
Sep 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.33%	252.68K	8.97M	252.68K	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.3%	226.42K	8.03M	226.42K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	192.56K	6.83M	26.86K	+16.21%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	4.92%	3.74M	132.7M	-396.52K	-9.59%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.44%	1.09M	38.77M	176.97K	+19.33%
Sep 30, 2025	COLONY GROUP, LLC	1.37%	1.04M	37.03M	27.15K	+2.67%
Sep 30, 2025	MORGAN STANLEY	1.24%	942.68K	33.45M	164.26K	+21.10%
Sep 30, 2025	SAVVY ADVISORS, INC.	1.09%	830.62K	29.47M	158.49K	+23.58%
Sep 30, 2025	KWB WEALTH	1.05%	799.51K	26.3M	337.31K	+72.98%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.05%	799.36K	28.36M	-9.42K	-1.16%
Sep 30, 2025	PLANCORP, LLC	0.42%	321.34K	11.4M	-3.17K	-0.98%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	321.26K	11.4M	91.75K	+39.97%
Sep 30, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.36%	275.95K	9.58M	-1.21K	-0.44%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.35%	264.83K	9.4M	-88.06K	-24.95%
Sep 30, 2025	SYSTELLIGENCE, LLC	0.34%	261.13K	9.26M	53.58K	+25.82%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	224.26K	7.96M	-58.89K	-20.80%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.27%	203.4K	7.22M	-1.72K	-0.84%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	202.36K	7.18M	64.01K	+46.27%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.26%	199.84K	7.09M	5.84K	+3.01%
Sep 30, 2025	MERIDIAN FINANCIAL PARTNERS LLC	0.32%	240.59K	8.58M	179.38K	+293.07%
Sep 30, 2025	JNBA FINANCIAL ADVISORS	0.31%	235.77K	8.37M	-8.52K	-3.49%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	228.66K	8.11M	-34.99K	-13.27%
Jun 30, 2025	FARROW FINANCIAL INC.	0.42%	282.64K	9.3M	-497	-0.18%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	1.04%	700.83K	23.05M	12.59K	+1.83%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	1.03%	692.27K	22.77M	271.53K	+64.53%
Jun 30, 2025	SAVVY ADVISORS, INC.	1%	672.13K	22.11M	151.69K	+29.15%
Jun 30, 2025	HECK CAPITAL ADVISORS, LLC	0.52%	352.9K	11.61M	341.37K	+2,961.73%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	349.01K	11.48M	229.33K	+191.62%
Jun 30, 2025	MORGAN STANLEY	1.16%	778.42K	25.6M	211.16K	+37.22%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.2%	808.78K	26.6M	2.73K	+0.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.36%	915.73K	30.12M	101.45K	+12.46%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.38%	4.29M	141.19M	-21.06K	-0.49%
Jun 30, 2025	JPMORGAN CHASE & CO	6.95%	4.68M	153.88M	736.16K	+18.67%
Jun 30, 2025	FMR LLC	11.18%	7.53M	247.6M	-637.63K	-7.81%
Jun 30, 2025	HIGH PROBABILITY ADVISORS, LLC	0.54%	364.72K	12M	-41.45K	-10.20%
Jun 30, 2025	CITADEL ADVISORS LLC	0.28%	185.79K	6.11M	178.51K	+2,452.05%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.29%	193.99K	6.38M	2.75K	+1.44%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.17%	116.84K	3.84M	808	+0.70%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	142.31K	4.68M	-59.18K	-29.37%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.76%	15.32M	503.85M	-111.14K	-0.72%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.24%	160.96K	5.29M	17.7K	+12.35%
Jun 30, 2025	ONE WEALTH ADVISORS, LLC	0.46%	310.43K	10.21M	9.8K	+3.26%
Jun 30, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.24%	162.9K	5.36M	272	+0.17%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	165.7K	5.45M	39.37K	+31.16%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.3%	205.12K	6.75M	186.04K	+974.95%
Jun 30, 2025	IFP ADVISORS, INC	0.25%	171.39K	5.64M	-19.11K	-10.03%
Jun 30, 2025	RHS FINANCIAL, LLC	0.26%	177.25K	5.83M	3.31K	+1.90%
Jun 30, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.41%	277.16K	9.14M	-1.88K	-0.67%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.42%	284.37K	9.35M	-18.58K	-6.13%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.45%	302.48K	9.95M	4.34K	+1.45%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.45%	304.44K	10.01M	304.44K	+100.00%
Jun 30, 2025	COREFIRST BANK & TRUST	0.27%	184.44K	6.07M	2.24K	+1.23%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	229.52K	7.55M	13.3K	+6.15%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.42%	283.15K	9.31M	-21.57K	-7.08%
Jun 30, 2025		0.52%	352.9K	11.61M	341.37K	+2,961.73%
Jun 30, 2025	LPL FINANCIAL LLC	0.88%	591.83K	19.47M	51.88K	+9.61%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.9%	606.59K	19.95M	600.58K	+9,998.02%
Jun 30, 2025	TRUST POINT INC.	0.5%	338.04K	11.12M	71.84K	+26.99%
Jun 30, 2025	KWB WEALTH	0.69%	462.2K	14.01M	-130.52K	-22.02%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	98.41K	3.24M	79.36K	+416.45%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	98.5K	3.24M	17.96K	+22.30%
Jun 30, 2025	PROSPERITY PLANNING, INC.	0.22%	146.46K	4.82M	-5.09K	-3.36%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.61%	413.43K	13.6M	2.46K	+0.60%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.62%	414.01K	13.62M	-12.28K	-2.88%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.99%	663.86K	22.03M	-23.58K	-3.43%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.43%	290.05K	9.54M	-7.56K	-2.54%
Jun 30, 2025	KEEL POINT, LLC	0.15%	101.9K	3.35M	5	0.00%
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.15%	103.32K	3.4M	5.24K	+5.34%
Jun 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.2%	134.64K	4.43M	409	+0.30%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	138.34K	4.55M	1.15K	+0.84%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.23%	153.15K	5.04M	46.56K	+43.68%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.23%	154.96K	5.1M	154.96K	+100.00%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.53%	357.54K	11.76M	-91.45K	-20.37%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.54%	364.18K	11.98M	-461.54K	-55.90%
Jun 30, 2025	FOSTER GROUP, INC.	0.6%	402.64K	13.24M	-2.04K	-0.50%
Jun 30, 2025	VALUED WEALTH ADVISORS LLC	0.1%	69.18K	2.28M	10.12K	+17.14%
Jun 30, 2025	CSS LLC/IL	0.1%	70.3K	2.31M	0	0
Jun 30, 2025	ONE ADVISORY PARTNERS, LLC	0.11%	72.19K	2.47M	1	0.00%
Jun 30, 2025	COMMONS CAPITAL, LLC	0.11%	74.79K	2.46M	74.79K	+100.00%
Jun 30, 2025	PLANCORP, LLC	0.48%	324.51K	10.67M	-14.81K	-4.36%
Jun 30, 2025	CERITY PARTNERS LLC	0.11%	76.31K	2.51M	-671	-0.87%
Jun 30, 2025	CLAYTON PARTNERS LLC	0.12%	81.47K	2.68M	-8.75K	-9.70%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.12%	82.88K	2.73M	82.88K	+100.00%
Jun 30, 2025	TACITA CAPITAL INC	0.13%	84.81K	2.79M	1.03K	+1.22%
Jun 30, 2025	VANCE WEALTH, INC.	0.13%	88.68K	2.92M	7.43K	+9.14%
Jun 30, 2025	SAXON INTERESTS, INC.	0.14%	93.25K	2.83M	0	0
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.14%	95.23K	3.13M	9.67K	+11.31%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.14%	96.31K	3.17M	96.31K	+100.00%
Jun 30, 2025	WEALTH ALLIANCE	0.15%	98.41K	3.24M	36.78K	+59.69%
Jun 30, 2025	COLONY GROUP, LLC	1.51%	1.02M	33.43M	-75.06K	-6.88%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	6.14%	4.14M	136.06M	-238.02K	-5.44%
Jun 30, 2025	SYSTELLIGENCE, LLC	0.31%	207.54K	6.83M	207.54K	+100.00%
Jun 30, 2025	JNBA FINANCIAL ADVISORS	0.36%	244.29K	8.03M	-27.69K	-10.18%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.36%	245.41K	8.07M	61K	+33.08%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.39%	263.65K	8.67M	157.44K	+148.23%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.43%	289.99K	9.54M	-3.28K	-1.12%
Jun 30, 2025	TLT FAMILY HOLDCO ULC	0.61%	408.5K	13.44B	408.5K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.25%	167.89K	5.52M	-92.28K	-35.47%
Mar 31, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	0.21%	134.23K	4.07M	9.56K	+7.67%
Mar 31, 2025	RHS FINANCIAL, LLC	0.27%	173.94K	5.27M	61.24K	+54.33%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.67%	426.29K	12.92M	-11.52K	-2.63%
Mar 31, 2025	COLONY GROUP, LLC	1.71%	1.09M	33.09M	321.16K	+41.69%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.38%	242.32K	7.34M	8.28K	+3.54%
Mar 31, 2025	BLACKROCK, INC.	0.41%	260.17K	7.89M	52.27K	+25.14%
Mar 31, 2025	TRUST POINT INC.	0.42%	266.2K	8.07M	-297.49K	-52.78%
Mar 31, 2025	COREFIRST BANK & TRUST	0.29%	182.2K	5.52M	-1.83K	-1.00%
Mar 31, 2025	JNBA FINANCIAL ADVISORS	0.43%	271.98K	8.24M	-64.12K	-19.08%
Mar 31, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.44%	279.04K	7.8M	-16.07K	-5.45%
Mar 31, 2025	FARROW FINANCIAL INC.	0.44%	283.14K	8.58M	6.82K	+2.47%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.48%	304.72K	9.24M	210.59K	+223.71%
Mar 31, 2025	PLANCORP, LLC	0.53%	339.32K	10.28M	-6.65K	-1.92%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.29%	184.41K	5.59M	158.02K	+598.81%
Mar 31, 2025	IFP ADVISORS, INC	0.3%	190.5K	5.77M	-33.3K	-14.88%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.3%	191.24K	5.8M	-9.18K	-4.58%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.46%	293.27K	8.89M	770	+0.26%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.47%	297.61K	9.02M	-16.38K	-5.22%
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.47%	298.14K	9.04M	298.14K	+100.00%
Mar 31, 2025	ONE WEALTH ADVISORS, LLC	0.47%	300.63K	9.11M	-9.02K	-2.91%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.48%	302.95K	9.18M	20.62K	+7.31%
Mar 31, 2025	JPMORGAN CHASE & CO	6.18%	3.94M	119.49M	-500.78K	-11.27%
Mar 31, 2025	FMR LLC	12.8%	8.17M	247.51M	-801.8K	-8.94%
Mar 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.64%	410.98K	12.46M	-920	-0.22%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.66%	420.75K	12.75M	2.1K	+0.50%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.7%	448.99K	13.61M	10.88K	+2.48%
Mar 31, 2025	SAVVY ADVISORS, INC.	0.82%	520.45K	15.77M	7.26K	+1.42%
Mar 31, 2025	LPL FINANCIAL LLC	0.85%	539.95K	16.37M	66.72K	+14.10%
Mar 31, 2025	MORGAN STANLEY	0.89%	567.27K	17.19M	63.29K	+12.56%
Mar 31, 2025	KWB WEALTH	0.93%	592.72K	16.07M	88.87K	+17.64%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.08%	687.43K	20.84M	-218.61K	-24.13%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.76%	4.31M	130.75M	-905.29K	-17.35%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	6.86%	4.37M	132.6M	-168.51K	-3.71%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	1.29%	825.71K	25.03M	-10.5K	-1.26%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	24.2%	15.43M	467.7M	503.39K	+3.37%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	119.68K	3.63M	82.33K	+220.43%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	126.33K	3.83M	38.03K	+43.07%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	137.19K	4.16M	-1.9K	-1.37%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.22%	143.26K	4.34M	-9.37K	-6.14%
Mar 31, 2025	PROSPERITY PLANNING, INC.	0.24%	151.54K	4.59M	-8.52K	-5.32%
Mar 31, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.26%	162.63K	4.93M	-9.38K	-5.45%
Mar 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	1.08%	688.23K	20.86M	11.26K	+1.66%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.26%	806.04K	24.43M	2.22K	+0.28%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.18%	116.03K	3.52M	13.51K	+13.18%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	201.49K	6.11M	12.85K	+6.81%
Mar 31, 2025	ROYAL BANK OF CANADA	0.24%	150.43K	4.56M	46.76K	+45.10%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.28%	814.28K	24.68M	85.6K	+11.75%
Mar 31, 2025		0.64%	406.17K	12.31M	-27.79K	-6.40%
Mar 31, 2025	FOSTER GROUP, INC.	0.63%	404.68K	12.27M	-5.95K	-1.45%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	216.22K	6.55M	18.6K	+9.41%
Mar 31, 2024	COREFIRST BANK & TRUST	0.28%	166.6K	4.7M	9.76K	+6.22%
Mar 31, 2024	TRUST POINT INC.	0.28%	166.82K	4.71M	19.56K	+13.28%
Mar 31, 2024	CITADEL ADVISORS LLC	0.28%	180.44K	5.09M	170.29K	+1,677.76%
Mar 31, 2024	KEEBECK WEALTH MANAGEMENT, LLC	0.3%	180.54K	5.1M	-30.52K	-14.46%
Mar 31, 2024	LPL FINANCIAL LLC	0.31%	200.67K	5.66M	62.68K	+45.43%
Mar 31, 2024	KATHMERE CAPITAL MANAGEMENT, LLC	1.14%	685.98K	19.37M	27.34K	+4.15%
Mar 31, 2024	ARMBRUSTER CAPITAL MANAGEMENT, INC.	1.17%	705.66K	19.92M	-101	-0.01%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	1.33%	800.39K	22.6M	-32.76K	-3.93%
Mar 31, 2024	JPMORGAN CHASE & CO	5.73%	3.69M	104.06M	-49.68K	-1.33%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.18%	110.04K	3.11M	-1.31M	-92.22%
Mar 31, 2024	JANE STREET GROUP, LLC	0.2%	129.01K	3.64M	129.01K	+100.00%
Mar 31, 2024	TACITA CAPITAL INC	0.2%	121.2K	3.42M	6.88K	+6.02%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.21%	125.07K	3.53M	598	+0.48%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.21%	126.88K	3.58M	-44.79K	-26.09%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.21%	127.16K	3.59M	126.77K	+32,012.12%
Mar 31, 2024	SHOREHAVEN WEALTH PARTNERS, LLC	0.22%	134.34K	3.79M	-5.52K	-3.95%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.23%	136.24K	3.85M	-587	-0.43%
Mar 31, 2024	SCS CAPITAL MANAGEMENT LLC	0.23%	139.62K	3.94M	-130.99K	-48.40%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.24%	142.64K	4.03M	142.64K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.26%	168.49K	4.76M	-3.47K	-2.02%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	200.66K	5.66M	-13.32K	-6.23%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.34%	207.15K	5.85M	177.51K	+598.86%
Mar 31, 2024	MERRIMAN WEALTH MANAGEMENT, LLC	0.35%	209.26K	5.91M	-12.45K	-5.61%
Mar 31, 2024	BUCKINGHAM STRATEGIC PARTNERS	0.36%	218.2K	6.16M	1.76K	+0.81%
Mar 31, 2024	PROSPERITY PLANNING, INC.	0.36%	218.5K	6.17M	11.87K	+5.75%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.37%	223.68K	6.31M	223.65K	+698,890.63%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.38%	241.42K	6.82M	0	0
Mar 31, 2024	IRONWOOD WEALTH MANAGEMENT, INC.	0.48%	286.56K	8.04M	660	+0.23%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.5%	319.64K	9.02M	77.08K	+31.78%
Mar 31, 2024	PLANCORP, LLC	0.6%	362.84K	10.24M	-7.88K	-2.12%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.66%	397.84K	11.23M	10.21K	+2.63%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0.67%	404.9K	11.43M	60.72K	+17.64%
Mar 31, 2024	BLACKROCK INC.	0.68%	440.33K	12.43M	-31.23K	-6.62%
Mar 31, 2024	ACKERMAN CAPITAL ADVISORS, LLC	0.71%	429.21K	12.12M	-2.77K	-0.64%
Mar 31, 2024	JNBA FINANCIAL ADVISORS	0.81%	485.55K	13.71M	-35.67K	-6.84%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.1%	710.43K	20.06M	4.22K	+0.60%
Mar 31, 2024	MORGAN STANLEY	0.81%	521.18K	14.71M	6.81K	+1.32%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	1.13%	681.55K	19.24M	-7.06K	-1.03%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.12%	75.43K	2.13M	16.54K	+28.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	10.51%	6.76M	190.96M	-349.5K	-4.91%
Mar 31, 2024	FMR LLC	13.29%	8.55M	241.49M	321.44K	+3.90%
Mar 31, 2024	WEALTH ALLIANCE	0.12%	76.16K	2.15M	-4.16K	-5.17%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	76.61K	2.16M	2.09K	+2.80%
Mar 31, 2024	CUSTOM INDEX SYSTEMS, LLC	0.12%	79.03K	2.23M	1.01K	+1.29%
Mar 31, 2024	ONE ADVISORY PARTNERS, LLC	0.13%	81.54K	2.3M	-267	-0.33%
Mar 31, 2024	SAVVY ADVISORS, INC.	0.13%	84.6K	2.39M	36.74K	+76.75%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.78%	469.55K	13.26M	-10.61K	-2.21%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.6%	14.54M	410.6M	11.77K	+0.08%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	11.73%	7.06M	199.2M	-543.14K	-7.15%
Mar 31, 2024	KICKSTAND VENTURES, LLC.	0.14%	87.73K	2.48M	-834	-0.94%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.3%	836.73K	23.62M	-10.51K	-1.24%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.16%	103.63K	2.93M	4.27K	+4.30%
Mar 31, 2024	CYPRESS WEALTH SERVICES, LLC	0.16%	101.82K	2.87M	-663	-0.65%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.15%	98.54K	2.78M	-1.25K	-1.25%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.14%	93.12K	2.63M	-7.3K	-7.27%
Mar 31, 2024	VANCE WEALTH, INC.	0.14%	89.21K	2.52M	-101	-0.11%
Mar 31, 2024	CLAYTON PARTNERS LLC	0.14%	89K	2.51M	60	+0.07%
Mar 31, 2024	PENINSULA WEALTH, LLC	0.43%	258.91K	7.31M	138.78K	+115.53%
Mar 31, 2024	FARROW FINANCIAL INC.	0.44%	265.29K	7.49M	8.71K	+3.39%
Mar 31, 2024	LEO WEALTH, LLC	0.47%	284.21K	8.01M	12.45K	+4.58%
Mar 31, 2024	ONE WEALTH ADVISORS, LLC	0.5%	299.21K	8.45M	-25.38K	-7.82%
Mar 31, 2024	UBS GROUP AG	0.53%	339.99K	9.6M	54.03K	+18.89%
Mar 31, 2024	FOSTER GROUP, INC.	0.53%	320.08K	9.04M	80.93K	+33.84%
Dec 31, 2023	KATHMERE CAPITAL MANAGEMENT, LLC	1.05%	658.65K	17.46M	13.5K	+2.09%
Dec 31, 2023	UBS GROUP AG	0.45%	285.97K	7.58M	-26.54K	-8.49%
Dec 31, 2023	IRONWOOD WEALTH MANAGEMENT, INC.	0.45%	285.9K	7.58M	-249	-0.09%
Dec 31, 2023		0.23%	147.27K	3.9M	147.27K	+100.00%
Dec 31, 2023	SCS CAPITAL MANAGEMENT LLC	0.43%	270.61K	7.17M	-45.27K	-14.33%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.39%	242.56K	6.43M	99.76K	+69.86%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.38%	241.42K	6.4M	-902	-0.37%
Dec 31, 2023	FOSTER GROUP, INC.	0.38%	239.16K	6.07M	0	0
Dec 31, 2023	IFP ADVISORS, INC	0.35%	222.73K	5.9M	-2.79K	-1.23%
Dec 31, 2023	MERRIMAN WEALTH MANAGEMENT, LLC	0.35%	221.71K	5.88M	-132.6K	-37.43%
Dec 31, 2023	BUCKINGHAM STRATEGIC PARTNERS	0.34%	216.45K	5.74M	5.65K	+2.68%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	213.98K	5.67M	178.07K	+495.77%
Dec 31, 2023	KEEBECK WEALTH MANAGEMENT, LLC	0.34%	211.06K	5.6M	-59.65K	-22.04%
Dec 31, 2023	PROSPERITY PLANNING, INC.	0.33%	206.63K	5.48M	5.49K	+2.73%
Dec 31, 2023	LGL PARTNERS, LLC	0.28%	174K	4.61M	-1.59M	-90.12%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.27%	171.96K	4.56M	6.36K	+3.84%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.27%	171.67K	4.55M	4.47K	+2.67%
Dec 31, 2023	COREFIRST BANK & TRUST	0.25%	156.84K	4.16M	28.65K	+22.35%
Dec 31, 2023	SHOREHAVEN WEALTH PARTNERS, LLC	0.22%	139.86K	3.71M	-15.85K	-10.18%
Dec 31, 2023	LPL FINANCIAL LLC	0.22%	137.98K	3.66M	2.42K	+1.78%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.22%	136.82K	3.63M	4.11K	+3.09%
Dec 31, 2023	CAPITAL ADVISORS INC/OK	0.2%	124.47K	3.3M	-11.39K	-8.38%
Dec 31, 2023	PENINSULA WEALTH, LLC	0.19%	120.13K	3.18M	103.7K	+631.14%
Dec 31, 2023	TACITA CAPITAL INC	0.18%	114.32K	3.03M	-18.34K	-13.82%
Dec 31, 2023	ANGELES INVESTMENT ADVISORS, LLC	0.18%	112.5K	2.98M	-9K	-7.41%
Dec 31, 2023	CYPRESS WEALTH SERVICES, LLC	0.16%	102.49K	2.72M	-24.26K	-19.14%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.08%	14.53M	385.28M	313.92K	+2.21%
Dec 31, 2023	FMR LLC	13.08%	8.23M	218.26M	28.67K	+0.35%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	12.07%	7.6M	201.46M	-491.13K	-6.07%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	11.3%	7.11M	188.59M	-455.21K	-6.01%
Dec 31, 2023	JPMORGAN CHASE & CO	5.93%	3.74M	99.04M	-650.99K	-14.84%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	2.25%	1.42M	37.52M	983.8K	+228.08%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	1.4%	882.01K	23.38M	-33.69K	-3.68%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.35%	847.24K	22.46M	-77.65K	-8.40%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	1.32%	833.15K	22.09M	833.15K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.12%	706.21K	18.72M	5.35K	+0.76%
Dec 31, 2023	ARMBRUSTER CAPITAL MANAGEMENT, INC.	1.12%	705.77K	18.71M	7.55K	+1.08%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	1.09%	688.61K	18.26M	72.95K	+11.85%
Dec 31, 2023	JNBA FINANCIAL ADVISORS	0.83%	521.21K	13.82M	15.88K	+3.14%
Dec 31, 2023	MORGAN STANLEY	0.82%	514.36K	13.64M	-393.96K	-43.37%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.76%	480.15K	12.73M	-33.68K	-6.55%
Dec 31, 2023	BLACKROCK INC.	0.75%	471.56K	12.5M	-259.54K	-35.50%
Dec 31, 2023	FFT WEALTH MANAGEMENT LLC	0.7%	443.34K	11.75M	-1.57M	-78.01%
Dec 31, 2023	ACKERMAN CAPITAL ADVISORS, LLC	0.69%	431.97K	11.45M	-35.64K	-7.62%
Dec 31, 2023	TCG ADVISORY SERVICES, LLC	0.62%	387.63K	10.28M	29.93K	+8.37%
Dec 31, 2023	PLANCORP, LLC	0.59%	370.71K	9.83M	28.18K	+8.23%
Dec 31, 2023	ATLAS CAPITAL ADVISORS LLC	0.55%	344.18K	9.12M	-2.05K	-0.59%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.16%	99.79K	2.65M	3.29K	+3.41%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.16%	99.36K	2.63M	12.48K	+14.36%
Dec 31, 2023	ONE WEALTH ADVISORS, LLC	0.52%	324.59K	8.6M	-34.97K	-9.73%
Dec 31, 2023	VANCE WEALTH, INC.	0.14%	89.31K	2.37M	-17.88K	-16.68%

Frequently Asked Questions