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

Who are the major shareholders selling iShares U.S. Telecommunications ETF stock?

JANE STREET GROUP, LLC, in the last quarter, reduced its stake in IYZ by -33.85% restricting it's holding to 77.9 thousand shares of worth nearly $3.30M. VESTGEN ADVISORS, LLC also lessened -1.07% of the IYZ shares from its portfolio, reducing its holding to 110.39 thousand shares of worth $4.67M. SUMMIT FINANCIAL CONSULTING LLC also shunned IYZ shares holding by -17.91% last quarter which brought its holding to 182.67 thousand shares worth $7.73M.

Investors who are buying IYZ stock?

As per its latest 13F filing, CITADEL ADVISORS LLC increased its stake in IYZ by 56.44% in the last quarter. The institutional holder raised its holding to 108.1 thousand shares having worth more than $4.57M. INTEGRATED ADVISORS NETWORK LLC also added 100% more shares of IYZ to its portfolio, raising its holding to 88.87 thousand shares of worth $3.76M. PGIM CUSTOM HARVEST LLC also increased its IYZ shares holding by 1.32% which brought its holding to 87.46 thousand shares worth $3.70M.

IYZ's major insiders: who are they?

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

Did an insider recently sell IYZ stock?

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

Which insider recently purchased IYZ stock?

There have been 0 transaction(s) during the past 6-months in which iShares U.S. Telecommunications ETF insiders have bought stock, totalling 0 shares

How much of IYZ does insiders own?

Around 0 iShares U.S. Telecommunications ETF shares are held by insiders, which represents about N/A of IYZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IYZ?

CITADEL ADVISORS LLC is the largest institutional owner in IYZ which holds 108.1 thousand shares worth $4.57M or 0.58% of the total IYZ shares outstanding followed by INTEGRATED ADVISORS NETWORK LLC with ownership of 88.87 thousand shares representing 0.47% of the IYZ ownership. JANE STREET GROUP, LLC is the third largest stakeholder with 77.9 thousand shares or 0.42% of the ownership worth more than $3.30M.

Is iShares U.S. Telecommunications 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 IYZ is concerned, it is a stock which is optionable.

Is there a short position on IYZ's shares?

Number of IYZ 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 IYZ shares are there?

As of today, null shares of IYZ are outstanding.

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

IYZ 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 IYZ is null.

iShares US Telecommunications ETF (IYZ) 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. CITADEL ADVISORS LLC is the top corporate investor, holding 108.1K shares valued at $4.57M. A 0.58% stake in iShares U.S. Telecommunications ETF is owned by the company. INTEGRATED ADVISORS NETWORK LLC owns 88.87K shares valued at $3.76M, which translates its holding of 0.47% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CITADEL ADVISORS LLC	0.58%	108.1K	4.57M	39K	+56.44%
Jun 30, 2026	INTEGRATED ADVISORS NETWORK LLC	0.47%	88.87K	3.76M	88.87K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.42%	77.9K	3.3M	-39.86K	-33.85%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	0.47%	87.46K	3.7M	1.14K	+1.32%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.46%	85.81K	3.63M	23.35K	+37.39%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.46%	85.8K	3.63M	3.1K	+3.75%
Jun 30, 2026	CAMARDA FINANCIAL ADVISORS, LLC	1.83%	342.52K	14.49M	342.52K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	5.13%	962.93K	40.74M	940.19K	+4,133.05%
Jun 30, 2026	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.87%	163.5K	6.92M	0	0
Jun 30, 2026	MORGAN STANLEY	10.23%	1.92M	81.19M	55.53K	+2.98%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.59%	110.39K	4.67M	-1.2K	-1.07%
Jun 30, 2026	LPL FINANCIAL LLC	10.84%	2.03M	86M	310.86K	+18.05%
Jun 30, 2026	COLONY GROUP, LLC	15.63%	2.93M	124.04M	2.93M	+100.00%
Jun 30, 2026	SHARP FINANCIAL SERVICES, LLC	0.91%	171.28K	7.25M	171.28K	+100.00%
Jun 30, 2026	SUMMIT FINANCIAL CONSULTING LLC	0.97%	182.67K	7.73M	-39.85K	-17.91%
Jun 30, 2026		0.72%	135.91K	5.75M	135.91K	+100.00%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	1.11%	207.44K	8.78M	-186.97K	-47.41%
Jun 30, 2026	WELL DONE, LLC	1.14%	213.14K	9.02M	213.14K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.14%	213.55K	9.04M	-128.25K	-37.52%
Jun 30, 2026	THREE SEASONS WEALTH, LLC	1.33%	249.26K	10.55M	121.62K	+95.28%
Jun 30, 2026	UBS GROUP AG	1.33%	249.85K	10.57M	66.79K	+36.48%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	1.74%	325.66K	13.78M	312.7K	+2,414.14%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	2.56%	480.68K	20.34M	70.61K	+17.22%
Jun 30, 2026	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.86%	161.44K	6.83M	161.44K	+100.00%
Jun 30, 2026	CADENT CAPITAL ADVISORS, LLC	0.82%	153.74K	6.5M	17.86K	+13.14%
Jun 30, 2026	JPMORGAN CHASE & CO	0.42%	78.59K	3.34M	1.45K	+1.87%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.73%	323.92K	13.71M	-45.41K	-12.29%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.32%	248.32K	10.51M	-14.94K	-5.68%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.94%	176.66K	7.48M	176.66K	+100.00%
Jun 30, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.68%	127.39K	5.39M	323	+0.25%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.63%	118.28K	5M	118.28K	+100.00%
Jun 30, 2026	IMC-CHICAGO, LLC	0.79%	148.02K	6.26M	125.89K	+568.66%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.41%	77.51K	3.28M	33.41K	+75.74%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.4%	75.36K	3.19M	64.73K	+608.78%
Jun 30, 2026	QUADRATURE CAPITAL LTD	0.35%	66.48K	2.81M	37.7K	+130.97%
Jun 30, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.31%	58.11K	2.46M	681	+1.19%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.3%	56.12K	2.37M	284	+0.51%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	52.3K	2.21M	-1.75K	-3.24%
Jun 30, 2026	WEALTHSTAR ADVISORS, LLC	0.26%	49.28K	2.09M	49.28K	+100.00%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.26%	48.19K	2.04M	29.73K	+160.98%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.23%	42.68K	1.81M	-2.57K	-5.67%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.23%	42.46K	1.8M	24.23K	+132.95%
Jun 30, 2026	ST GERMAIN D J CO INC	0.22%	42.03K	1.78M	-1.6K	-3.66%
Jun 30, 2026	CITIGROUP INC	2.57%	481.52K	20.37M	-734.82K	-60.41%
Jun 30, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	2.65%	496.67K	21.01M	496.67K	+100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.74%	327.16K	13.84M	37.36K	+12.89%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.22%	40.42K	1.71M	823	+2.08%
Jun 30, 2026	CROBAN	0.4%	75.84K	3.21M	-334	-0.44%
Jun 30, 2026	ALTFEST L J & CO INC	0.96%	179.78K	7.61M	49.01K	+37.48%
Jun 30, 2026	TREK FINANCIAL, LLC	0.94%	176.77K	7.48M	176.77K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.79%	147.56K	6.24M	114.42K	+345.30%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.78%	145.98K	6.18M	93.68K	+179.12%
Jun 30, 2026	ADVISORTRUST PARTNERS, LLC	1.07%	201.49K	8.52M	-111.89K	-35.70%
Jun 30, 2026	USA FINANCIAL FORMULAS	0.72%	135.91K	5.75M	135.91K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.71%	132.37K	5.6M	79.01K	+148.07%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	11.94%	2.24M	94.78M	453.59K	+25.39%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	6.23%	1.17M	49.41M	-467.86K	-28.60%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.73%	512.06K	21.67M	178.59K	+53.56%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.12%	397.76K	16.83M	252.2K	+173.26%
Jun 30, 2026	ROYAL BANK OF CANADA	2.05%	384.67K	16.28M	121.9K	+46.39%
Jun 30, 2026	ZURICH INSURANCE GROUP LTD/FI	1.95%	366.09K	15.49M	-39.2K	-9.67%
Mar 31, 2026	ROYAL BANK OF CANADA	1.4%	262.77K	10.33M	-38.15K	-12.68%
Mar 31, 2026	UBS GROUP AG	0.98%	183.07K	7.2M	-41.92K	-18.63%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	8.72%	1.64M	64.32M	1.42M	+652.49%
Mar 31, 2026	JANE STREET GROUP, LLC	0.52%	97.5K	3.83M	97.5K	+100.00%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	0.46%	86.33K	3.39M	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.41%	77.14K	2.98M	15.47K	+25.08%
Mar 31, 2026	CITADEL ADVISORS LLC	0.37%	69.1K	2.72M	55.7K	+415.67%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.37%	69.09K	2.72M	-2.21K	-3.10%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.28%	53.36K	2.1M	-20.83K	-28.08%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.28%	52.3K	2.06M	-106.76K	-67.12%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.24%	45.24K	1.78M	-12.84K	-22.11%
Mar 31, 2026		0.29%	54.38K	2.14M	6.91K	+14.54%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.24%	44.11K	1.73M	-10.83K	-19.71%
Mar 31, 2026	ST GERMAIN D J CO INC	0.23%	43.62K	1.72M	-306	-0.70%
Mar 31, 2026	SUMMIT FINANCIAL CONSULTING LLC	1.19%	222.52K	8.75M	-5.74K	-2.51%
Mar 31, 2026	RPS ADVISORY SOLUTIONS LLC	1.21%	227.05K	8.93M	-36.71K	-13.92%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.55%	289.8K	11.39M	220.22K	+316.52%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.97%	369.33K	14.52M	-85K	-18.71%
Mar 31, 2026	ZURICH INSURANCE GROUP LTD/FI	2.16%	405.29K	15.94M	-68.8K	-14.51%
Mar 31, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.68%	127.07K	5M	-9.67K	-7.07%
Mar 31, 2026	THREE SEASONS WEALTH, LLC	0.68%	127.64K	5.02M	-164.94K	-56.37%
Mar 31, 2026	ALTFEST L J & CO INC	0.7%	130.77K	5.14M	130.77K	+100.00%
Mar 31, 2026	CADENT CAPITAL ADVISORS, LLC	0.72%	135.89K	5.34M	135.89K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.78%	145.56K	5.72M	-20.06K	-12.11%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.82%	341.8K	13.44M	-243.1K	-41.56%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	1.98%	371.56K	14.61M	371.56K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	9.18%	1.72M	67.7M	1.11M	+183.27%
Mar 31, 2026	HARMONY ASSET MANAGEMENT LLC	0.13%	24.44K	961.05K	-2.98K	-10.86%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.13%	24.54K	965.07K	24.54K	+100.00%
Mar 31, 2026	BUCK WEALTH STRATEGIES, LLC	0.13%	24.72K	972K	-2.6K	-9.51%
Mar 31, 2026	WESPAC ADVISORS, LLC	0.14%	26.11K	1.03M	-39.23K	-60.04%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.14%	26.58K	1.05M	1	0.00%
Mar 31, 2026	KESLER, NORMAN & WRIDE, LLC	0.15%	28.06K	1.1M	-7.28K	-20.60%
Mar 31, 2026	LAKESHORE CAPITAL GROUP, INC.	0.16%	30.6K	1.2M	-300	-0.97%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.17%	33.14K	1.3M	561	+1.72%
Mar 31, 2026	MARINER, LLC	0.19%	36.09K	1.42M	-1.45K	-3.87%
Mar 31, 2026	NBT BANK N A /NY	0.19%	37.37K	1.47M	-3	-0.01%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	38.71K	1.52M	14.94K	+62.83%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.21%	39.6K	1.56M	-16	-0.04%
Mar 31, 2026	PINKERTON RETIREMENT SPECIALISTS, LLC	9.32%	1.75M	59.28M	494.93K	+39.48%
Mar 31, 2026	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.87%	163.5K	6.43M	0	0
Mar 31, 2026	CROBAN	0.41%	76.18K	2.99M	199	+0.26%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.44%	82.7K	3.25M	-1.29K	-1.54%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	2.19%	410.07K	16.12M	268.28K	+189.21%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	9.53%	1.79M	70.24M	363.42K	+25.54%
Mar 31, 2026	MORGAN STANLEY	9.94%	1.86M	73.27M	-146.84K	-7.30%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.29%	54.05K	2.13M	1.15K	+2.18%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.3%	55.83K	2.2M	-5.66K	-9.20%
Mar 31, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.31%	57.42K	2.26M	57.42K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	59.11K	2.32M	-46.49K	-44.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.78%	333.47K	13.11M	-45.11K	-11.92%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	2.1%	394.41K	15.51M	-251.4K	-38.93%
Mar 31, 2026	CITIGROUP INC	6.49%	1.22M	47.83M	-911.37K	-42.83%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.4%	74.51K	2.93M	12.06K	+19.31%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	62.46K	2.46M	44.87K	+255.09%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.24%	45.2K	1.78M	45.2K	+100.00%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.4%	263.26K	10.35M	-50.23K	-16.02%
Mar 31, 2026	LEE JOHNSON CAPITAL MANAGEMENT, LLC	0.22%	41.97K	1.65M	41.97K	+100.00%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.59%	111.59K	4.66M	18.21K	+19.50%
Dec 31, 2025	USA FINANCIAL PORTFORMULAS CORP	0.45%	80.88K	2.74M	-11.41K	-12.36%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.46%	86.33K	2.93M	2.22K	+2.64%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.47%	83.99K	2.85M	1.29K	+1.56%
Dec 31, 2025	BALBOA WEALTH PARTNERS	0.49%	88.96K	3.02M	-624	-0.70%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.5%	93.38K	3.17M	74.24K	+387.78%
Dec 31, 2025	LIFESTYLE ASSET MANAGEMENT, INC.	0.56%	103.42K	3.51M	28.05K	+37.22%
Dec 31, 2025	YEOMANS CONSULTING GROUP, INC.	0.22%	39.67K	1.34M	3.52K	+9.73%
Dec 31, 2025	BRENDEL FINANCIAL ADVISORS LLC	0.16%	28.44K	964.15K	-2.02K	-6.62%
Dec 31, 2025	LAKESHORE CAPITAL GROUP, INC.	0.17%	30.9K	1.05M	-252	-0.81%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.18%	32.58K	1.1M	-514	-1.55%
Dec 31, 2025	KESLER, NORMAN & WRIDE, LLC	0.19%	35.34K	1.2M	35.34K	+100.00%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.19%	35.53K	1.2M	17.43K	+96.34%
Dec 31, 2025	NBT BANK N A /NY	0.2%	37.37K	1.27M	-130	-0.35%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.88%	159.06K	5.39M	-23.49K	-12.87%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	1.04%	193.13K	6.55M	-5.1K	-2.57%
Dec 31, 2025	HARMONY ASSET MANAGEMENT LLC	0.15%	27.42K	929.5K	27.42K	+100.00%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.15%	27.56K	934.42K	-172	-0.62%
Dec 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.15%	27.32K	926.12K	-7.92K	-22.47%
Dec 31, 2025	NIKULSKI FINANCIAL, INC.	0.23%	41.91K	1.42M	-1.29K	-2.98%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.57%	105.6K	3.58M	83.67K	+381.65%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.75%	136.74K	4.64M	1.49K	+1.10%
Dec 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.88%	163.5K	5.54M	163.5K	+100.00%
Dec 31, 2025	LEO WEALTH, LLC	0.16%	28.42K	963.36K	28.42K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.17%	217.38K	7.37M	10.26K	+4.96%
Dec 31, 2025	UBS GROUP AG	1.21%	224.98K	7.63M	79.15K	+54.28%
Dec 31, 2025	SUMMIT FINANCIAL CONSULTING LLC	1.26%	228.26K	7.74M	17.51K	+8.31%
Dec 31, 2025	RPS ADVISORY SOLUTIONS LLC	1.44%	263.76K	8.94M	18.79K	+7.67%
Dec 31, 2025	ROYAL BANK OF CANADA	1.62%	300.92K	10.2M	124.28K	+70.36%
Dec 31, 2025	THREE SEASONS WEALTH, LLC	1.62%	292.58K	9.92M	21.9K	+8.09%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.69%	313.5K	10.63M	-17.03K	-5.15%
Dec 31, 2025	ZURICH INSURANCE GROUP LTD/FI	2.55%	474.09K	16.14M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.04%	584.9K	19.83M	-8.8K	-1.48%
Dec 31, 2025	LPL FINANCIAL LLC	3.32%	607.81K	20.6M	13.61K	+2.29%
Dec 31, 2025	MORGAN STANLEY	10.81%	2.01M	68.15M	-77.88K	-3.73%
Dec 31, 2025	CITIGROUP INC	11.61%	2.13M	72.13M	42.12K	+2.02%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.29%	52.89K	1.79M	-186	-0.35%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.37%	69.07K	2.34M	-1.42K	-2.01%
Dec 31, 2025	WESPAC ADVISORS, LLC	0.36%	65.34K	2.21M	-6.75K	-9.36%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.38%	71.3K	2.42M	75	+0.11%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.38%	70.48K	2.39M	-3.29K	-4.46%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.37%	69.58K	2.36M	2.01K	+2.97%
Dec 31, 2025	JPMORGAN CHASE & CO	0.32%	61.67K	2.09M	9.1K	+17.31%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	46.6K	1.58M	415	+0.90%
Dec 31, 2025	ST GERMAIN D J CO INC	0.24%	43.93K	1.49M	30.43K	+225.47%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	3.47%	645.81K	21.89M	-205.5K	-24.14%
Dec 31, 2025	PINKERTON RETIREMENT SPECIALISTS, LLC	6.84%	1.25M	42.5M	54.46K	+4.54%
Dec 31, 2025		0.26%	47.47K	1.61M	47.47K	+100.00%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.15%	26.58K	900.97K	609	+2.35%
Dec 31, 2025	ALPHA CUBED INVESTMENTS, LLC	0.15%	26.8K	908.42K	13.86K	+107.18%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	7.65%	1.42M	48.24M	-194.66K	-12.03%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.3%	54.93K	1.86M	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.32%	58.09K	1.97M	20.7K	+55.35%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.34%	61.49K	2.08M	9.92K	+19.24%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.35%	62.45K	2.12M	62.45K	+100.00%
Dec 31, 2025	MARINER, LLC	0.2%	37.55K	1.27M	-5.97K	-13.72%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	39.61K	1.34M	428	+1.09%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.76%	141.79K	4.81M	4.58K	+3.34%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.89%	165.62K	5.61M	-1.92K	-1.15%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.04%	378.58K	12.83M	-15.05K	-3.82%
Dec 31, 2025	CAMARDA FINANCIAL ADVISORS, LLC	2.25%	418.21K	14.18M	-10.38K	-2.42%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.52%	454.33K	15.4M	188.95K	+71.20%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.4%	74.19K	2.52M	-21.77K	-22.69%
Dec 31, 2025	CROBAN	0.41%	75.98K	2.57M	817	+1.09%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.43%	76.99K	2.61M	76.99K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.97%	176.64K	5.7M	-288.76K	-62.05%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.75%	137.21K	4.43M	-3.2K	-2.28%
Sep 30, 2025	EWG ELEVATE INC.	0.78%	142.96K	4.61M	39.98K	+38.82%
Sep 30, 2025	LEUTHOLD GROUP, LLC	0.22%	40.49K	1.31M	-1.53K	-3.63%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.28%	51.57K	1.66M	-237	-0.46%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	1.58%	287.91K	9.29M	287.91K	+100.00%
Sep 30, 2025	THREE SEASONS WEALTH, LLC	1.48%	270.69K	8.73M	270.69K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	1.09%	198.23K	6.39M	29.61K	+17.56%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.46%	84.1K	2.71M	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.45%	82.69K	2.67M	1.06K	+1.30%
Sep 30, 2025	LIFESTYLE ASSET MANAGEMENT, INC.	0.41%	75.36K	2.43M	41.82K	+124.68%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.37%	67.57K	2.18M	-634	-0.93%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.3%	54.93K	1.77M	54.93K	+100.00%
Sep 30, 2025	SUMMIT FINANCIAL CONSULTING LLC	1.16%	210.75K	6.8M	-12.42K	-5.57%
Sep 30, 2025	WESPAC ADVISORS, LLC	0.4%	72.08K	2.33M	-431	-0.59%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.29%	53.08K	1.71M	1.85K	+3.61%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	8.87%	1.62M	52.19M	181.93K	+12.67%
Sep 30, 2025	LPL FINANCIAL LLC	3.26%	594.21K	19.17M	168.22K	+39.49%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.26%	593.7K	19.15M	323.08K	+119.38%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	2.61%	475.6K	15.34M	86.93K	+22.37%
Sep 30, 2025	TREK FINANCIAL, LLC	0.91%	165.23K	5.33M	165.23K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.8%	145.83K	4.7M	43.38K	+42.34%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.53%	95.96K	3.1M	-33.62K	-25.94%
Sep 30, 2025	NIKULSKI FINANCIAL, INC.	0.24%	43.2K	1.39M	-93	-0.21%
Sep 30, 2025	NBT BANK N A /NY	0.21%	37.5K	1.21M	-6	-0.02%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.2%	37.39K	1.21M	-8.75K	-18.96%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.21%	39.18K	1.26M	3	+0.01%
Sep 30, 2025	CITIGROUP INC	11.44%	2.09M	67.28M	1.22M	+140.25%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.18%	33.09K	1.07M	-444	-1.32%
Sep 30, 2025	LAKESHORE CAPITAL GROUP, INC.	0.17%	31.16K	1.01M	296	+0.96%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	31.14K	1M	1.39K	+4.68%
Sep 30, 2025	BRENDEL FINANCIAL ADVISORS LLC	0.17%	30.46K	982.54K	30.46K	+100.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.16%	29.72K	958.83K	8.44K	+39.67%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.15%	27.74K	894.76K	-1.01K	-3.53%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.14%	25.97K	837.71K	1	0.00%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.14%	25.19K	812.53K	25.19K	+100.00%
Sep 30, 2025		4.48%	817.54K	26.37M	15.73K	+1.96%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.11%	20.76K	669.85K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.11%	19.62K	633K	6.22K	+46.40%
Sep 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.11%	19.33K	639.76K	19.33K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.1%	19.03K	613.94K	-11.5K	-37.66%
Sep 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	1.43%	260.59K	8.36M	259.34K	+20,780.21%
Sep 30, 2025	RPS ADVISORY SOLUTIONS LLC	1.34%	244.98K	7.9M	226.49K	+1,225.13%
Sep 30, 2025	CROBAN	0.41%	75.16K	2.42M	-472	-0.62%
Sep 30, 2025	PINKERTON RETIREMENT SPECIALISTS, LLC	6.58%	1.2M	38.69M	45.2K	+3.92%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	4.67%	851.3K	27.46M	283.69K	+49.98%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.81%	330.52K	10.66M	-4.19K	-1.25%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.14%	207.12K	6.68M	13.94K	+7.21%
Sep 30, 2025	CORECAP ADVISORS, LLC	1%	182.55K	5.89M	175.34K	+2,430.87%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.92%	167.54K	5.36M	7.82K	+4.89%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.74%	135.25K	4.36M	3.24K	+2.45%
Sep 30, 2025	ALTFEST L J & CO INC	0.67%	122.34K	3.95M	122.34K	+100.00%
Sep 30, 2025	USA FINANCIAL PORTFORMULAS CORP	0.51%	92.29K	2.98M	-29.71K	-24.35%
Sep 30, 2025	BALBOA WEALTH PARTNERS	0.49%	89.59K	2.89M	888	+1.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	73.76K	2.38M	49.76K	+207.27%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.39%	71.22K	2.3M	-405	-0.57%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.39%	70.49K	2.27M	-9.98K	-12.40%
Sep 30, 2025	JPMORGAN CHASE & CO	0.29%	52.57K	1.7M	-11.15K	-17.50%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	46.19K	1.49M	26.47K	+134.28%
Sep 30, 2025	MARINER, LLC	0.24%	43.51K	1.4M	35.36K	+433.91%
Sep 30, 2025	MORGAN STANLEY	11.45%	2.09M	67.36M	261.25K	+14.30%
Sep 30, 2025	ZURICH INSURANCE GROUP LTD/FI	2.6%	474.09K	15.42M	123.8K	+35.34%
Sep 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	2.35%	428.59K	13.83M	-34.43K	-7.44%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.16%	393.63K	12.7M	-35.15K	-8.20%
Sep 30, 2025	YEOMANS CONSULTING GROUP, INC.	0.2%	36.15K	1.18M	920	+2.61%
Sep 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.19%	35.24K	1.14M	-999	-2.76%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.46%	265.38K	8.56M	109.36K	+70.09%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	4.16%	567.61K	16.9M	248.5K	+77.87%
Jun 30, 2025	SUMMIT FINANCIAL CONSULTING LLC	1.63%	223.17K	6.65M	-222	-0.10%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.14%	156.02K	4.65B	-112.2K	-41.83%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	10.52%	1.44M	42.76M	-278.29K	-16.24%
Jun 30, 2025	GTS SECURITIES LLC	0.14%	18.45K	549.5K	2.43K	+15.13%
Jun 30, 2025	MORGAN STANLEY	13.38%	1.83M	54.4B	302.74K	+19.86%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.25%	33.54K	998.67K	33.54K	+100.00%
Jun 30, 2025	YEOMANS CONSULTING GROUP, INC.	0.26%	35.23K	1.05M	35.23K	+100.00%
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.27%	36.42K	1.08M	13.81K	+61.11%
Jun 30, 2025		0.55%	75.63K	2.25M	454	+0.60%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.59%	79.9K	2.38M	-7.42K	-8.50%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.59%	80.47K	2.4M	80.47K	+100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.6%	81.63K	2.43M	-884	-1.07%
Jun 30, 2025	NBT BANK N A /NY	0.27%	37.51K	1.12M	-661	-1.73%
Jun 30, 2025	LEUTHOLD GROUP, LLC	0.31%	42.01K	1.25M	1.08K	+2.63%
Jun 30, 2025	WESPAC ADVISORS, LLC	0.53%	72.52K	2.16M	35.28K	+94.73%
Jun 30, 2025	FOREFRONT ANALYTICS, LLC	0.55%	75.63K	2.25M	75.63K	+100.00%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.6%	82.5K	2.46M	-120.7K	-59.40%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.62%	84.1K	2.5M	-63	-0.07%
Jun 30, 2025	BALBOA WEALTH PARTNERS	0.65%	88.7K	2.64M	88.7K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.75%	102.45K	3.05M	-26.66K	-20.65%
Jun 30, 2025	EWG ELEVATE INC.	0.75%	102.99K	3.07M	-6.55K	-5.98%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.97%	132.01K	3.93M	9.8K	+8.02%
Jun 30, 2025	JANE STREET GROUP, LLC	0.99%	135.33K	4.03M	112.02K	+480.50%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	1.24%	168.62K	5.02M	39K	+30.09%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.35%	184.4K	5.49M	23.22K	+14.40%
Jun 30, 2025	ORIBEL CAPITAL MANAGEMENT, LP	1.37%	187.5K	44.76M	187.5K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	2.45%	334.71K	9.97M	-8.19K	-2.39%
Jun 30, 2025	CROBAN	0.55%	75.63K	2.25M	454	+0.60%
Jun 30, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.13%	17.19K	511.92K	9.02K	+110.33%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.13%	17.44K	519.27K	-2.84K	-14.00%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.13%	18.24K	543.25K	-20.43K	-52.83%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	19.72K	587K	-2.57K	-11.52%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.15%	20.76K	618.35K	0	0
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.16%	21.42K	637.74K	-1.32K	-5.80%
Jun 30, 2025	ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC	0.16%	21.49K	639.84K	-21.95K	-50.53%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.26%	35.31K	1.05M	1.21K	+3.55%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.38%	51.23K	1.53M	19	+0.04%
Jun 30, 2025	ZURICH INSURANCE GROUP LTD/FI	2.57%	350.29K	10.4M	350.29K	+100.00%
Jun 30, 2025	KESLER, NORMAN & WRIDE, LLC	0.24%	32.78K	976.07K	17.5K	+114.61%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.29%	39.18K	1.17M	9	+0.02%
Jun 30, 2025	NIKULSKI FINANCIAL, INC.	0.32%	43.29K	1.29M	15.96K	+58.39%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	2.85%	388.67K	11.57M	388.67K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	3.12%	425.98K	12.69M	89.77K	+26.70%
Jun 30, 2025	RPS ADVISORY SOLUTIONS LLC	0.14%	18.49K	550.54K	18.49K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.17%	23.75K	707.28M	23.75K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	24.21K	721.07K	-4.12K	-14.55%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	24.59K	732K	24.59K	+100.00%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.19%	25.97K	773.29K	1	0.00%
Jun 30, 2025	KKM FINANCIAL LLC	0.21%	28.33K	843.67K	28.33K	+100.00%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.21%	28.75K	856.18K	28.75K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	29.75K	885.86K	29.75K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.22%	30.53K	909.12K	22.64K	+286.82%
Jun 30, 2025	LIFESTYLE ASSET MANAGEMENT, INC.	0.25%	33.54K	998.91K	33.54K	+100.00%
Jun 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.27%	36.23K	1.08M	12.98K	+55.78%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.5%	68.2K	2.03M	68.2K	+100.00%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.52%	71.63K	2.13M	-1.68K	-2.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.14%	428.78K	12.77M	57.28K	+15.42%
Jun 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	3.39%	463.02K	13.79M	463.02K	+100.00%
Jun 30, 2025	PINKERTON RETIREMENT SPECIALISTS, LLC	8.45%	1.15M	34.37M	1.15M	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.34%	46.14K	1.37M	10.67K	+30.09%
Jun 30, 2025	JPMORGAN CHASE & CO	0.47%	63.73K	1.9M	-17.19K	-21.24%
Jun 30, 2025	USA FINANCIAL PORTFORMULAS CORP	0.89%	122K	3.63M	122K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.95%	129.58K	3.86M	105.79K	+444.85%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.17%	159.73K	4.76M	133.18K	+501.65%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	1.03%	140.41K	4.19M	12.1K	+9.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.42%	193.18K	5.75M	-280.58K	-59.22%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.98%	270.63K	8.06M	87.81K	+48.03%
Jun 30, 2025	ROYAL BANK OF CANADA	3.41%	465.4K	13.86M	300.07K	+181.50%
Jun 30, 2025	CITIGROUP INC	6.36%	868.1K	25.85M	-99.22K	-10.26%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.62%	84.16K	2.31M	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.64%	87.33K	2.39M	-372	-0.42%
Mar 31, 2025	UBS GROUP AG	0.95%	129.11K	3.54M	31.26K	+31.95%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.95%	129.62K	3.55M	-154.32K	-54.35%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.18%	161.18K	4.41M	161.18K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.21%	165.33K	4.53M	7.36K	+4.66%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.34%	182.82K	5.01M	90.79K	+98.65%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.49%	203.2K	5.57M	110.7K	+119.68%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.96%	268.21K	7.35M	213.83K	+393.17%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	2.34%	319.11K	8.74M	198.56K	+164.70%
Mar 31, 2025	LPL FINANCIAL LLC	2.46%	336.21K	9.21M	-104.92K	-23.78%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	2.51%	342.9K	9.39M	-33.56K	-8.92%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.72%	371.5K	10.18M	-261.51K	-41.31%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.47%	473.76K	12.98M	215.35K	+83.33%
Mar 31, 2025	CITIGROUP INC	7.09%	967.31K	26.49M	-676.3K	-41.15%
Mar 31, 2025	MORGAN STANLEY	11.17%	1.52M	41.75M	-160.72K	-9.54%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	98.16K	2.69M	-3.42K	-3.36%
Mar 31, 2025	EWG ELEVATE INC.	0.8%	109.54K	3M	11.75K	+12.01%
Mar 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.17%	22.73K	622.66K	-424	-1.83%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.19%	25.97K	711.22K	-528	-1.99%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	26.55K	727.15K	-289.91K	-91.61%
Mar 31, 2025	NIKULSKI FINANCIAL, INC.	0.2%	27.33K	748.61K	27.33K	+100.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.25%	34.1K	934K	-2.98K	-8.03%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.26%	35.47K	971.44K	-87.03K	-71.05%
Mar 31, 2025	WESPAC ADVISORS, LLC	0.27%	37.24K	1.02M	-15.58K	-29.50%
Mar 31, 2025	NBT BANK N A /NY	0.28%	38.17K	1.05M	-176	-0.46%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.28%	38.67K	1.06M	17.51K	+82.76%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	39.17K	1.07M	-68.85K	-63.74%
Mar 31, 2025	LEUTHOLD GROUP, LLC	0.3%	40.94K	1.12M	-9.67K	-19.10%
Mar 31, 2025	ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC	0.32%	43.43K	1.19M	43.43K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.38%	51.21K	1.4M	97	+0.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	12.56%	1.71M	46.95M	1.37M	+396.59%
Mar 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.17%	23.26K	637.06K	23.26K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.17%	23.31K	638.52K	13.02K	+126.57%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	23.78K	651.39K	-133.59K	-84.89%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.18%	23.95K	656.04K	-65.48K	-73.22%
Mar 31, 2025	PINNACLE FAMILY ADVISORS, LLC	0.81%	110.99K	3.04M	-3.11K	-2.72%
Mar 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.9%	122.21K	3.35M	122.21K	+100.00%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	2.51%	342.9K	9.39M	-33.56K	-8.92%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.94%	128.31K	3.51M	5.29K	+4.30%
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.17%	22.61K	621.24K	2.96K	+15.07%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.48%	65.29K	1.79M	62.78K	+2,504.27%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.54%	73.31K	2.01M	-1.92K	-2.55%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	59.6K	1.63M	1.8K	+3.11%
Mar 31, 2025		0.24%	32.99K	903.54K	-1.32K	-3.85%
Mar 31, 2025	JPMORGAN CHASE & CO	0.59%	80.91K	2.22M	-4.95K	-5.76%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	28.34K	776.12K	3.79K	+15.42%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.6%	82.52K	2.26M	55.97K	+210.79%
Mar 31, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.61%	83.21K	2.28M	75.65K	+1,000.70%

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