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About N/A of shares are held by financial institutions. HIGHTOWER ADVISORS, LLC is the top corporate investor, holding 82.05K shares valued at $1.88M. A 0.61% stake in Adasina Social Justice All Cap Global ETF is owned by the company. ABACUS WEALTH PARTNERS, LLC owns 2.94M shares valued at $67.35M, which translates its holding of 21.86% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.61% | 82.05K | 1.88M | 22.2K | +37.10% |
| Jun 30, 2026 | ABACUS WEALTH PARTNERS, LLC | 21.86% | 2.94M | 67.35M | 57.97K | +2.01% |
| Jun 30, 2026 | HRT FINANCIAL LP | 0% | 0 | - | -83.36K | -100.00% |
| Jun 30, 2026 | WHITTIER TRUST CO OF NEVADA INC | 0% | 10 | 225 | 0 | 0 |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.07% | 9.05K | 206.95K | -1.99K | -18.06% |
| Jun 30, 2026 | COLORADO CAPITAL MANAGEMENT, INC. | 0.08% | 10.19K | 233K | 0 | 0 |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.1% | 12.86K | 294.3K | 12.86K | +100.00% |
| Jun 30, 2026 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.1% | 13K | 297.44K | 0 | 0 |
| Jun 30, 2026 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 0.18% | 24.22K | 554.24K | 0 | 0 |
| Jun 30, 2026 | KENNEBEC SAVINGS BANK | 0% | 104 | 2.38K | 0 | 0 |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0% | 255 | 6K | 0 | 0 |
| Jun 30, 2026 | CLEAN YIELD GROUP | 0% | 336 | 7.68K | 2 | +0.60% |
| Jun 30, 2026 | MILLSTONE EVANS GROUP, LLC | 0% | 347 | 7.94K | 0 | 0 |
| Jun 30, 2026 | FRANKLIN RESOURCES INC | 0.01% | 1K | 22.88K | 0 | 0 |
| Jun 30, 2026 | ASSETMARK, INC | 0.01% | 1.1K | 25.24K | -307 | -21.77% |
| Jun 30, 2026 | FINANCIAL AVENGERS, INC. | 0.01% | 1.56K | 35.72K | 7 | +0.45% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0.01% | 1.73K | 39.16K | 1.73K | +100.00% |
| Jun 30, 2026 | PARALLEL ADVISORS, LLC | 0.02% | 2.07K | 47.28K | 0 | 0 |
| Jun 30, 2026 | SMARTLEAF ASSET MANAGEMENT LLC | 0.05% | 6.62K | 150.08K | 0 | 0 |
| Jun 30, 2026 | NAVITER WEALTH, LLC | 0.1% | 13.59K | 310.99K | 1K | +7.95% |
| Jun 30, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.1% | 13.87K | 317.27K | 2.96K | +27.14% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.13% | 17.78K | 406.73K | 16.07K | +942.64% |
| Jun 30, 2026 | BETTERMENT LLC | 0.14% | 18.19K | 416K | 157 | +0.87% |
| Jun 30, 2026 | GTS SECURITIES LLC | 1.42% | 191.53K | 4.38M | 191.53K | +100.00% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.15% | 20.77K | 475K | 0 | 0 |
| Jun 30, 2026 | NIA IMPACT ADVISORS, LLC | 0.18% | 23.76K | 543.67K | 262 | +1.11% |
| Jun 30, 2026 | FIRST WESTERN TRUST BANK | 0.18% | 24.22K | 554.24K | 0 | 0 |
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 0.18% | 24.69K | 564.97K | -58.29K | -70.24% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.2% | 27.49K | 629K | 673 | +2.51% |
| Jun 30, 2026 | PARKSIDE INVESTMENTS, LLC | 0.21% | 28.59K | 654.23K | 0 | 0 |
| Jun 30, 2026 | PATHSTONE HOLDINGS, LLC | 0.27% | 35.99K | 823.45K | 0 | 0 |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.29% | 39.07K | 893.92K | 32.29K | +475.91% |
| Jun 30, 2026 | ELLEVEST, INC. | 0.36% | 48.76K | 1.12M | 0 | 0 |
| Jun 30, 2026 | FIRST PACIFIC FINANCIAL | 0.44% | 58.69K | 1.34M | 7.64K | +14.97% |
| Jun 30, 2026 | IMA WEALTH, INC. | 0.45% | 60.56K | 1.39M | -1.62K | -2.60% |
| Jun 30, 2026 | PFG INVESTMENTS, LLC | 0.5% | 67.3K | 1.54M | 6.54K | +10.76% |
| Jun 30, 2026 | ATRIA INVESTMENTS, INC | 0.52% | 69.81K | 1.6M | -3.8K | -5.16% |
| Jun 30, 2026 | BRIGHTON JONES LLC | 0.55% | 74.36K | 1.7M | 1.46K | +2.01% |
| Jun 30, 2026 | CREATIVE PLANNING | 0.61% | 81.5K | 1.86M | 0 | 0 |
| Jun 30, 2026 | NATURAL INVESTMENTS, LLC | 4.26% | 573.56K | 13.12M | -5.88K | -1.02% |
| Jun 30, 2026 | CULLEN/FROST BANKERS, INC. | 0.67% | 90.87K | 2.08M | 41.3K | +83.32% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0.71% | 95.96K | 2.2M | 31.4K | +48.63% |
| Jun 30, 2026 | GARRISON POINT ADVISORS, LLC | 0.9% | 121.2K | 2.77M | -397 | -0.33% |
| Jun 30, 2026 | TFC FINANCIAL MANAGEMENT, INC. | 0.98% | 132.53K | 3.03M | 1.1K | +0.84% |
| Jun 30, 2026 | WESTFULLER ADVISORS, LLC | 1.1% | 148.14K | 3.39M | 9.07K | +6.52% |
| Jun 30, 2026 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1.11% | 148.92K | 3.41M | -94.03K | -38.70% |
| Jun 30, 2026 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 1.25% | 168.82K | 3.86M | 428 | +0.25% |
| Jun 30, 2026 | BALLENTINE PARTNERS, LLC | 1.86% | 250.76K | 5.74M | 687 | +0.27% |
| Jun 30, 2026 | CERITY PARTNERS LLC | 1.99% | 268.45K | 6.14M | -57.16K | -17.56% |
| Jun 30, 2026 | MORGAN STANLEY | 3.95% | 532.34K | 12.18M | 4.23K | +0.80% |
| Mar 31, 2026 | NATURAL INVESTMENTS, LLC | 4.3% | 579.45K | 11.29M | 37.55K | +6.93% |
| Mar 31, 2026 | ABACUS WEALTH PARTNERS, LLC | 21.43% | 2.89M | 56.24M | 81.13K | +2.89% |
| Mar 31, 2026 | CLEAN YIELD GROUP | 0% | 334 | 6.52K | 0 | 0 |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 6.78K | 132.22K | -30.74K | -81.92% |
| Mar 31, 2026 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 0.18% | 24.22K | 459.53K | 24.22K | +100.00% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.2% | 26.81K | 523K | -4.45K | -14.22% |
| Mar 31, 2026 | 0.18% | 24.22K | 459.53K | 24.22K | +100.00% | |
| Mar 31, 2026 | FIRST WESTERN TRUST BANK | 0.18% | 24.22K | 472.13K | 24.22K | +100.00% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0.62% | 83.36K | 1.62M | 83.36K | +100.00% |
| Mar 31, 2026 | CERITY PARTNERS LLC | 2.42% | 325.61K | 6.35M | 4.63K | +1.44% |
| Mar 31, 2026 | MORGAN STANLEY | 3.92% | 528.11K | 10.29M | 19.19K | +3.77% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0% | 255 | 5K | 0 | 0 |
| Mar 31, 2026 | MILLSTONE EVANS GROUP, LLC | 0% | 347 | 6.76K | 0 | 0 |
| Mar 31, 2026 | FRANKLIN RESOURCES INC | 0.01% | 1K | 19.49K | 0 | 0 |
| Mar 31, 2026 | FINANCIAL AVENGERS, INC. | 0.01% | 1.55K | 30.3K | 0 | 0 |
| Mar 31, 2026 | PARKSIDE INVESTMENTS, LLC | 0.21% | 28.59K | 557.3K | 10.98K | +62.37% |
| Mar 31, 2026 | FIRST AFFIRMATIVE FINANCIAL NETWORK | 1.36% | 182.84K | 3.56M | 182.84K | +100.00% |
| Mar 31, 2026 | IMA WEALTH, INC. | 0.46% | 62.17K | 1.21M | -2.49K | -3.86% |
| Mar 31, 2026 | PFG INVESTMENTS, LLC | 0.45% | 60.76K | 1.18M | -270 | -0.44% |
| Mar 31, 2026 | ASSETMARK, INC | 0.01% | 1.41K | 27.48K | 0 | 0 |
| Mar 31, 2026 | COLORADO CAPITAL MANAGEMENT, INC. | 0.08% | 10.19K | 199K | 0 | 0 |
| Mar 31, 2026 | KENNEBEC SAVINGS BANK | 0% | 104 | 2.03K | 0 | 0 |
| Mar 31, 2026 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | 0.42% | 56.06K | 1.09M | -762 | -1.34% |
| Mar 31, 2026 | FIRST PACIFIC FINANCIAL | 0.38% | 51.05K | 994.91K | 11.66K | +29.61% |
| Mar 31, 2026 | CULLEN/FROST BANKERS, INC. | 0.37% | 49.57K | 966.12K | 49.57K | +100.00% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.15% | 20.77K | 405K | 0 | 0 |
| Mar 31, 2026 | NIA IMPACT ADVISORS, LLC | 0.17% | 23.5K | 458.01K | -23.81K | -50.33% |
| Mar 31, 2026 | CWM, LLC | 0.05% | 7.09K | 138.09K | 1.92K | +37.28% |
| Mar 31, 2026 | PARALLEL ADVISORS, LLC | 0.02% | 2.07K | 40.28K | 2 | +0.10% |
| Mar 31, 2026 | ATRIA INVESTMENTS, INC | 0.55% | 73.6K | 1.43M | 1.58K | +2.19% |
| Mar 31, 2026 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1.8% | 242.95K | 4.73M | -172.78K | -41.56% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 1.71K | 33.44K | 0 | 0 |
| Mar 31, 2026 | SMARTLEAF ASSET MANAGEMENT LLC | 0.05% | 6.62K | 125.55K | 6.62K | +100.00% |
| Mar 31, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.08% | 10.91K | 212.58K | 10.91K | +100.00% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.08% | 11.04K | 215.15K | -10.2K | -48.03% |
| Mar 31, 2026 | NAVITER WEALTH, LLC | 0.09% | 12.59K | 245.4K | 340 | +2.78% |
| Mar 31, 2026 | CREWE ADVISORS LLC | 0% | 30 | 585 | 0 | 0 |
| Mar 31, 2026 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.1% | 13K | 253.37K | 0 | 0 |
| Mar 31, 2026 | CAPROCK GROUP, LLC | 0.11% | 15.01K | 292.55K | 0 | 0 |
| Mar 31, 2026 | JOURNEY STRATEGIC WEALTH LLC | 0.71% | 95.59K | 1.86M | 6.88K | +7.75% |
| Mar 31, 2026 | GARRISON POINT ADVISORS, LLC | 0.9% | 121.59K | 2.37M | 5.78K | +4.99% |
| Mar 31, 2026 | BETTERMENT LLC | 0.13% | 18.03K | 351K | 239 | +1.34% |
| Mar 31, 2026 | TFC FINANCIAL MANAGEMENT, INC. | 0.98% | 131.43K | 2.56M | 7.09K | +5.70% |
| Mar 31, 2026 | WESTFULLER ADVISORS, LLC | 1.03% | 139.07K | 2.71M | 5.25K | +3.92% |
| Mar 31, 2026 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 1.25% | 168.39K | 3.28M | 6.97K | +4.32% |
| Mar 31, 2026 | PATHSTONE HOLDINGS, LLC | 0.27% | 35.99K | 701.45K | 0 | 0 |
| Mar 31, 2026 | ELLEVEST, INC. | 0.36% | 48.76K | 950.29K | 0 | 0 |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.44% | 59.85K | 1.17M | 27.65K | +85.87% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.48% | 64.56K | 1.26M | 64.56K | +100.00% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.61% | 81.5K | 1.59M | 0 | 0 |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.62% | 82.98K | 1.62M | 82.98K | +100.00% |
| Mar 31, 2026 | BALLENTINE PARTNERS, LLC | 1.86% | 250.07K | 4.87M | 8.11K | +3.35% |
| Mar 31, 2026 | BRIGHTON JONES LLC | 0.54% | 72.9K | 1.42M | 72.9K | +100.00% |
| Mar 31, 2026 | WHITTIER TRUST CO OF NEVADA INC | 0% | 10 | 197 | 0 | 0 |
| Dec 31, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.1% | 13K | 263.77K | 0 | 0 |
| Dec 31, 2025 | CREWE ADVISORS LLC | 0% | 30 | 609 | 0 | 0 |
| Dec 31, 2025 | TFC FINANCIAL MANAGEMENT, INC. | 0.97% | 124.34K | 2.52M | -364 | -0.29% |
| Dec 31, 2025 | GARRISON POINT ADVISORS, LLC | 0.89% | 115.82K | 2.35M | 661 | +0.57% |
| Dec 31, 2025 | GTS SECURITIES LLC | 0.86% | 110.92K | 2.25M | 31.14K | +39.02% |
| Dec 31, 2025 | JOURNEY STRATEGIC WEALTH LLC | 0.68% | 88.71K | 1.8M | 3.88K | +4.58% |
| Dec 31, 2025 | CREATIVE PLANNING | 0.64% | 81.5K | 1.65M | 0 | 0 |
| Dec 31, 2025 | ATRIA INVESTMENTS, INC | 0.56% | 72.02K | 1.46M | 533 | +0.75% |
| Dec 31, 2025 | 0.19% | 24.22K | 493.2K | 24.22K | +100.00% | |
| Dec 31, 2025 | NAVITER WEALTH, LLC | 0.1% | 12.25K | 248.57K | 12.25K | +100.00% |
| Dec 31, 2025 | COLORADO CAPITAL MANAGEMENT, INC. | 0.08% | 10.19K | 207K | 0 | 0 |
| Dec 31, 2025 | CWM, LLC | 0.04% | 5.16K | 105K | -1.34K | -20.61% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 1.71K | 34.6K | 2 | +0.12% |
| Dec 31, 2025 | FINANCIAL AVENGERS, INC. | 0.01% | 1.55K | 31.54K | 13 | +0.84% |
| Dec 31, 2025 | ASSETMARK, INC | 0.01% | 1.41K | 28.61K | 0 | 0 |
| Dec 31, 2025 | FRANKLIN RESOURCES INC | 0.01% | 1K | 20.29K | 0 | 0 |
| Dec 31, 2025 | CLEAN YIELD GROUP | 0% | 334 | 6.78K | 3 | +0.91% |
| Dec 31, 2025 | KENNEBEC SAVINGS BANK | 0% | 104 | 2.11K | 0 | 0 |
| Dec 31, 2025 | WHITTIER TRUST CO OF NEVADA INC | 0% | 10 | 208 | 0 | 0 |
| Dec 31, 2025 | IMA WEALTH, INC. | 0.5% | 64.67K | 1.31M | 140 | +0.22% |
| Dec 31, 2025 | PFG INVESTMENTS, LLC | 0.48% | 61.03K | 1.24M | 1.37K | +2.30% |
| Dec 31, 2025 | MILLSTONE EVANS GROUP, LLC | 0% | 347 | 7.04K | 0 | 0 |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -85 | -100.00% |
| Dec 31, 2025 | BRIGHTON JONES LLC | 0% | 0 | - | -72.9K | -100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0% | 255 | 5K | 0 | 0 |
| Dec 31, 2025 | ABACUS WEALTH PARTNERS, LLC | 21.88% | 2.8M | 56.9M | 231.31K | +8.99% |
| Dec 31, 2025 | PARKSIDE INVESTMENTS, LLC | 0.14% | 17.61K | 357.31K | 0 | 0 |
| Dec 31, 2025 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | 0.44% | 56.83K | 1.15M | 5.16K | +9.98% |
| Dec 31, 2025 | ELLEVEST, INC. | 0.38% | 48.76K | 989.3K | 0 | 0 |
| Dec 31, 2025 | NIA IMPACT ADVISORS, LLC | 0.37% | 47.31K | 959.91K | -825 | -1.71% |
| Dec 31, 2025 | FIRST PACIFIC FINANCIAL | 0.31% | 39.39K | 799.13K | -1.02K | -2.53% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.29% | 37.52K | 761.29K | -25.13K | -40.11% |
| Dec 31, 2025 | PATHSTONE HOLDINGS, LLC | 0.28% | 35.99K | 730.24K | 0 | 0 |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.25% | 32.2K | 653.29K | 1 | 0.00% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.24% | 31.26K | 634K | -1.93K | -5.82% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.16% | 21.24K | 430.99K | -984 | -4.43% |
| Dec 31, 2025 | BETTERMENT LLC | 0.14% | 17.79K | 361K | -5.62K | -24.01% |
| Dec 31, 2025 | FIRST WESTERN TRUST BANK | 0% | 0 | - | -24.22K | -100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -53.21K | -100.00% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.16% | 20.77K | 421K | 0 | 0 |
| Dec 31, 2025 | CAPROCK GROUP, LLC | 0.12% | 15.01K | 304.55K | 1 | +0.01% |
| Dec 31, 2025 | NATURAL INVESTMENTS, LLC | 4.23% | 541.9K | 11M | 541.9K | +100.00% |
| Dec 31, 2025 | MORGAN STANLEY | 3.93% | 508.92K | 10.33M | 34.74K | +7.33% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 2.5% | 320.98K | 6.51M | 0 | 0 |
| Dec 31, 2025 | BALLENTINE PARTNERS, LLC | 1.89% | 241.96K | 4.91M | 8.32K | +3.56% |
| Dec 31, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 1.26% | 161.42K | 3.28M | 23.21K | +16.79% |
| Dec 31, 2025 | WESTFULLER ADVISORS, LLC | 1.04% | 133.82K | 2.72M | 991 | +0.75% |
| Dec 31, 2025 | PARALLEL ADVISORS, LLC | 0.02% | 2.06K | 41.89K | 0 | 0 |
| Dec 31, 2025 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 3.21% | 415.73K | 8.44M | 415.73K | +100.00% |
| Sep 30, 2025 | PFG INVESTMENTS, LLC | 0.48% | 59.65K | 1.21M | 291 | +0.49% |
| Sep 30, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.1% | 13K | 264.29K | 0 | 0 |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 85 | 1.73K | 85 | +100.00% |
| Sep 30, 2025 | BRIGHTON JONES LLC | 0.58% | 72.9K | 1.48M | 0 | 0 |
| Sep 30, 2025 | GTS SECURITIES LLC | 0.64% | 79.79K | 1.62M | -109.81K | -57.92% |
| Sep 30, 2025 | ABACUS WEALTH PARTNERS, LLC | 20.52% | 2.57M | 52.31M | 124.68K | +5.09% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.5% | 62.65K | 1.27M | -60K | -48.92% |
| Sep 30, 2025 | IMA WEALTH, INC. | 0.51% | 64.53K | 1.31M | 0 | 0 |
| Sep 30, 2025 | CREATIVE PLANNING | 0.65% | 81.5K | 1.66M | 0 | 0 |
| Sep 30, 2025 | WESTFULLER ADVISORS, LLC | 1.06% | 132.82K | 2.7M | 71.12K | +115.24% |
| Sep 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 1.1% | 138.22K | 2.81M | 9.03K | +6.99% |
| Sep 30, 2025 | FIRST AFFIRMATIVE FINANCIAL NETWORK | 1.7% | 213.2K | 4.33M | -197.14K | -48.04% |
| Sep 30, 2025 | KENNEBEC SAVINGS BANK | 0% | 104 | 2.11K | 0 | 0 |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0.01% | 1K | 20.33K | 0 | 0 |
| Sep 30, 2025 | JOURNEY STRATEGIC WEALTH LLC | 0.68% | 84.83K | 1.72M | 5.51K | +6.94% |
| Sep 30, 2025 | GARRISON POINT ADVISORS, LLC | 0.92% | 115.16K | 2.34M | 1.25K | +1.10% |
| Sep 30, 2025 | TFC FINANCIAL MANAGEMENT, INC. | 0.99% | 124.71K | 2.54M | 2.88K | +2.37% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.17% | 20.77K | 422K | 1.95K | +10.36% |
| Sep 30, 2025 | PARKSIDE INVESTMENTS, LLC | 0.14% | 17.61K | 358.01K | 17.61K | +100.00% |
| Sep 30, 2025 | CAPROCK GROUP, LLC | 0.12% | 15.01K | 302.45K | 15.01K | +100.00% |
| Sep 30, 2025 | CLEAN YIELD GROUP | 0% | 331 | 6.74K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0% | 255 | 5K | 0 | 0 |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.26% | 32.2K | 654.58K | -1 | 0.00% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0% | 0 | - | -2.88K | -100.00% |
| Sep 30, 2025 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | 0.41% | 51.67K | 1.05M | 0 | 0 |
| Sep 30, 2025 | BETTERMENT LLC | 0.19% | 23.41K | 476K | 743 | +3.28% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.18% | 22.23K | 452K | 2.08K | +10.34% |
| Sep 30, 2025 | CWM, LLC | 0.05% | 6.5K | 132K | 0 | 0 |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.26% | 33.19K | 675K | 1.48K | +4.65% |
| Sep 30, 2025 | PATHSTONE HOLDINGS, LLC | 0.29% | 35.99K | 731.68K | 0 | 0 |
| Sep 30, 2025 | PARALLEL ADVISORS, LLC | 0.02% | 2.06K | 41.97K | 0 | 0 |
| Sep 30, 2025 | MORGAN STANLEY | 3.78% | 474.18K | 9.64M | -58.64K | -11.01% |
| Sep 30, 2025 | FIRST PACIFIC FINANCIAL | 0.32% | 40.41K | 821.51K | -1.03K | -2.48% |
| Sep 30, 2025 | FIRST WESTERN TRUST BANK | 0.19% | 24.22K | 492.47K | 0 | 0 |
| Sep 30, 2025 | NIA IMPACT ADVISORS, LLC | 0.38% | 48.13K | 978.57K | 0 | 0 |
| Sep 30, 2025 | ELLEVEST, INC. | 0.39% | 48.76K | 991.25K | 0 | 0 |
| Sep 30, 2025 | NATURAL INVESTMENTS, LLC | 0% | 0 | - | -516.5K | -100.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -1.77K | -100.00% |
| Sep 30, 2025 | MILLSTONE EVANS GROUP, LLC | 0% | 347 | 7.06K | 0 | 0 |
| Sep 30, 2025 | ASSETMARK, INC | 0.01% | 1.41K | 28.67K | 1.41K | +100.00% |
| Sep 30, 2025 | FINANCIAL AVENGERS, INC. | 0.01% | 1.54K | 31.33K | 0 | 0 |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 1.7K | 34.63K | 203 | +13.53% |
| Sep 30, 2025 | BALLENTINE PARTNERS, LLC | 1.86% | 233.64K | 4.75M | 0 | 0 |
| Sep 30, 2025 | CERITY PARTNERS LLC | 2.56% | 320.98K | 6.53M | 0 | 0 |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.43% | 53.21K | 1.08M | -64.3K | -54.72% |
| Sep 30, 2025 | ATRIA INVESTMENTS, INC | 0.57% | 71.49K | 1.45M | 71.49K | +100.00% |
| Sep 30, 2025 | WHITTIER TRUST CO OF NEVADA INC | 0% | 10 | 205 | 0 | 0 |
| Sep 30, 2025 | CREWE ADVISORS LLC | 0% | 30 | 610 | 0 | 0 |
| Sep 30, 2025 | COLORADO CAPITAL MANAGEMENT, INC. | 0.08% | 10.19K | 207K | 0 | 0 |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 20.14K | 399K | 1.44K | +7.71% |
| Jun 30, 2025 | UBS GROUP AG | 0% | 0 | - | -2.32K | -100.00% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 1.5K | 29.69K | 1.5K | +100.00% |
| Jun 30, 2025 | FINANCIAL AVENGERS, INC. | 0.01% | 1.54K | 30.5K | 7 | +0.46% |
| Jun 30, 2025 | PATHSTONE HOLDINGS, LLC | 0.3% | 35.99K | 712.24K | 10.01K | +38.52% |
| Jun 30, 2025 | FIRST PACIFIC FINANCIAL | 0.34% | 41.44K | 820.01K | -339 | -0.81% |
| Jun 30, 2025 | WHITTIER TRUST CO OF NEVADA INC | 0% | 10 | 197 | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.01% | 1.77K | 34.97K | 1.77K | +100.00% |
| Jun 30, 2025 | FIRST WESTERN TRUST BANK | 0.2% | 24.22K | 479.39K | 0 | 0 |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.26% | 31.72K | 628K | -26.99K | -45.97% |
| Jun 30, 2025 | BRIGHTON JONES LLC | 0.6% | 72.9K | 1.44M | 0 | 0 |
| Jun 30, 2025 | KENNEBEC SAVINGS BANK | 0% | 104 | 2.06K | 0 | 0 |
| Jun 30, 2025 | MILLSTONE EVANS GROUP, LLC | 0% | 347 | 6.87K | 0 | 0 |
| Jun 30, 2025 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | 0.43% | 51.67K | 1.02M | 24.7K | +91.57% |
| Jun 30, 2025 | WESTFULLER ADVISORS, LLC | 0.51% | 61.71K | 1.22M | 3.07K | +5.23% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.01% | 122.64K | 2.43M | 62.68K | +104.52% |
| Jun 30, 2025 | TFC FINANCIAL MANAGEMENT, INC. | 1% | 121.83K | 2.41M | 388 | +0.32% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 1.05% | 128.06K | 2.53B | 128.06K | +100.00% |
| Jun 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 1.06% | 129.19K | 2.56M | -18.03K | -12.25% |
| Jun 30, 2025 | GTS SECURITIES LLC | 1.56% | 189.59K | 3.75M | -109.14K | -36.53% |
| Jun 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.02% | 2.88K | 56.96K | 2.88K | +100.00% |
| Jun 30, 2025 | 0% | 104 | 2.06K | 0 | 0 | |
| Jun 30, 2025 | COLORADO CAPITAL MANAGEMENT, INC. | 0.08% | 10.19K | 202K | 0 | 0 |
| Jun 30, 2025 | BETTERMENT LLC | 0.19% | 22.67K | 449K | 334 | +1.50% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.27% | 32.2K | 637.19K | 135 | +0.42% |
| Jun 30, 2025 | NIA IMPACT ADVISORS, LLC | 0.4% | 48.13K | 952.58K | 100 | +0.21% |
| Jun 30, 2025 | ELLEVEST, INC. | 0.4% | 48.76K | 964.92K | -3 | -0.01% |
| Jun 30, 2025 | PFG INVESTMENTS, LLC | 0.49% | 59.36K | 1.17M | -5.03K | -7.81% |
| Jun 30, 2025 | IMA WEALTH, INC. | 0.53% | 64.53K | 1.28M | 318 | +0.50% |
| Jun 30, 2025 | CREWE ADVISORS LLC | 0% | 30 | 594 | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0% | 255 | 5K | 0 | 0 |
| Jun 30, 2025 | CLEAN YIELD GROUP | 0% | 331 | 6.56K | 1 | +0.30% |
| Jun 30, 2025 | FRANKLIN RESOURCES INC | 0.01% | 1K | 19.79K | 1K | +100.00% |
| Jun 30, 2025 | PARALLEL ADVISORS, LLC | 0.02% | 2.06K | 40.85K | 1 | +0.05% |
| Jun 30, 2025 | BALLENTINE PARTNERS, LLC | 1.92% | 233.64K | 4.62M | -19.8K | -7.81% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 2.64% | 320.98K | 6.35M | -35K | -9.83% |
| Jun 30, 2025 | NATURAL INVESTMENTS, LLC | 4.25% | 516.5K | 10.22M | 167.64K | +48.05% |
| Jun 30, 2025 | ABACUS WEALTH PARTNERS, LLC | 20.16% | 2.45M | 48.46M | -26.27K | -1.06% |
| Jun 30, 2025 | MORGAN STANLEY | 4.39% | 532.81K | 10.54B | -67.18K | -11.20% |
| Jun 30, 2025 | CWM, LLC | 0.05% | 6.5K | 129K | 1.66K | +34.29% |
| Jun 30, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.11% | 13K | 257.27K | 0 | 0 |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.15% | 18.82K | 372K | 0 | 0 |
| Jun 30, 2025 | JOURNEY STRATEGIC WEALTH LLC | 0.65% | 79.32K | 1.57M | 1.24K | +1.58% |
| Jun 30, 2025 | CREATIVE PLANNING | 0.67% | 81.5K | 1.61M | 0 | 0 |
| Jun 30, 2025 | GARRISON POINT ADVISORS, LLC | 0.94% | 113.9K | 2.25M | 4.08K | +3.71% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.97% | 117.51K | 2.33M | 55.52K | +89.56% |
| Mar 31, 2025 | FIRST WESTERN TRUST BANK | 0.21% | 24.22K | 438.32K | 0 | 0 |
| Mar 31, 2025 | PATHSTONE HOLDINGS, LLC | 0.23% | 25.98K | 470.11K | -5.5K | -17.46% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.28% | 32.06K | 580.16K | 0 | 0 |
| Mar 31, 2025 | FIRST PACIFIC FINANCIAL | 0.37% | 41.78K | 755.91K | -1.27K | -2.96% |
| Mar 31, 2025 | TFC FINANCIAL MANAGEMENT, INC. | 1.07% | 121.44K | 2.2M | -23.89K | -16.44% |
| Mar 31, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 1.3% | 147.22K | 2.66M | 3.43K | +2.39% |
| Mar 31, 2025 | PARALLEL ADVISORS, LLC | 0.02% | 2.06K | 37.33K | 0 | 0 |
| Mar 31, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.11% | 13K | 235.23K | 0 | 0 |
| Mar 31, 2025 | CAPROCK GROUP, LLC | 0.13% | 15.01K | 271.59K | 0 | 0 |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.17% | 18.7K | 338K | 18.7K | +100.00% |
| Mar 31, 2025 | WHITTIER TRUST CO OF NEVADA INC | 0% | 10 | 180 | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.02% | 2.32K | 41.98K | 2.32K | +100.00% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.17% | 18.82K | 340K | 0 | 0 |
| Mar 31, 2025 | FINANCIAL AVENGERS, INC. | 0.01% | 1.53K | 27.75K | 0 | 0 |
| Mar 31, 2025 | ABACUS WEALTH PARTNERS, LLC | 21.85% | 2.47M | 44.78M | 89.28K | +3.74% |
| Mar 31, 2025 | NATURAL INVESTMENTS, LLC | 3.08% | 348.87K | 6.31M | 29.19K | +9.13% |
| Mar 31, 2025 | MORGAN STANLEY | 5.3% | 600K | 10.86M | -83.64K | -12.23% |
| Mar 31, 2025 | GARRISON POINT ADVISORS, LLC | 0.97% | 109.83K | 1.99M | 0 | 0 |
| Mar 31, 2025 | CREATIVE PLANNING | 0.72% | 81.5K | 1.47M | 0 | 0 |
| Mar 31, 2025 | CLEAN YIELD GROUP | 0% | 330 | 5.97K | 0 | 0 |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0% | 255 | 5K | 0 | 0 |
| Mar 31, 2025 | 0% | 104 | 1.88K | 0 | 0 | |
| Mar 31, 2025 | CREWE ADVISORS LLC | 0% | 30 | 543 | 0 | 0 |
| Mar 31, 2025 | COLORADO CAPITAL MANAGEMENT, INC. | 0.09% | 10.19K | 184K | 0 | 0 |
| Mar 31, 2025 | GTS SECURITIES LLC | 2.64% | 298.73K | 5.41M | 298.73K | +100.00% |
| Mar 31, 2025 | CWM, LLC | 0.04% | 4.84K | 88K | 1.13K | +30.52% |
| Mar 31, 2025 | CERITY PARTNERS LLC | 3.14% | 355.98K | 6.44M | -11K | -3.00% |
| Mar 31, 2025 | BALLENTINE PARTNERS, LLC | 2.24% | 253.44K | 4.59M | 237.7K | +1,509.67% |
| Mar 31, 2025 | JOURNEY STRATEGIC WEALTH LLC | 0.69% | 78.08K | 1.41M | 2.27K | +2.99% |
| Mar 31, 2025 | BRIGHTON JONES LLC | 0.64% | 72.9K | 1.32M | 0 | 0 |
| Mar 31, 2025 | PFG INVESTMENTS, LLC | 0.57% | 64.39K | 1.17M | -19.25K | -23.01% |
| Mar 31, 2025 | IMA WEALTH, INC. | 0.57% | 64.21K | 1.16M | -1.45K | -2.21% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.55% | 61.99K | 1.12M | 61.99K | +100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.53% | 59.97K | 1.09M | 324 | +0.54% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.52% | 58.7K | 1.06M | -125.53K | -68.14% |
| Mar 31, 2025 | ELLEVEST, INC. | 0.43% | 48.76K | 882.31K | 0 | 0 |
| Mar 31, 2025 | NIA IMPACT ADVISORS, LLC | 0.42% | 48.03K | 869.16K | -14.19K | -22.80% |
| Mar 31, 2025 | BETTERMENT LLC | 0.2% | 22.33K | 404K | 4.4K | +24.54% |