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

Who are the major shareholders selling Goldman Sachs JUST U.S. Large Cap Equity ETF stock?

CI PRIVATE WEALTH, LLC, in the last quarter, reduced its stake in JUST by -0.34% restricting it's holding to 4.39 thousand shares of worth nearly $468.29K. GIBSON CAPITAL, LLC also lessened -23.46% of the JUST shares from its portfolio, reducing its holding to 4.71 thousand shares of worth $502.75K. VALLEY NATIONAL ADVISERS INC also shunned JUST shares holding by -0.78% last quarter which brought its holding to 11.56 thousand shares worth $1.23M.

Investors who are buying JUST stock?

As per its latest 13F filing, NAVITER WEALTH, LLC increased its stake in JUST by 7.66% in the last quarter. The institutional holder raised its holding to 7.35 thousand shares having worth more than $784.54K. LPL FINANCIAL LLC also added 23.79% more shares of JUST to its portfolio, raising its holding to 62.72 thousand shares of worth $6.69M. HIGHTOWER ADVISORS, LLC also increased its JUST shares holding by 1.23% which brought its holding to 73.97 thousand shares worth $7.89M.

JUST's major insiders: who are they?

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

Did an insider recently sell JUST stock?

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

Which insider recently purchased JUST stock?

There have been 0 transaction(s) during the past 6-months in which Goldman Sachs JUST U.S. Large Cap Equity ETF insiders have bought stock, totalling 0 shares

How much of JUST does insiders own?

Around 0 Goldman Sachs JUST U.S. Large Cap Equity ETF shares are held by insiders, which represents about N/A of JUST stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JUST?

CI PRIVATE WEALTH, LLC is the largest institutional owner in JUST which holds 4.39 thousand shares worth $468.29K or 0.08% of the total JUST shares outstanding followed by GIBSON CAPITAL, LLC with ownership of 4.71 thousand shares representing 0.09% of the JUST ownership. PORTLAND GLOBAL ADVISORS LLC is the third largest stakeholder with 4.88 thousand shares or 0.09% of the ownership worth more than $520.67K.

Is Goldman Sachs JUST U.S. Large Cap Equity 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 JUST is concerned, it is a stock which is optionable.

Is there a short position on JUST's shares?

Number of JUST 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 JUST shares are there?

As of today, null shares of JUST are outstanding.

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

JUST 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 JUST is null.

Goldman Sachs JUST US Large Cap Equity ETF (JUST) 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. CI PRIVATE WEALTH, LLC is the top corporate investor, holding 4.39K shares valued at $468.29K. A 0.08% stake in Goldman Sachs JUST U.S. Large Cap Equity ETF is owned by the company. GIBSON CAPITAL, LLC owns 4.71K shares valued at $502.75K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.08%	4.39K	468.29K	-15	-0.34%
Jun 30, 2026	GIBSON CAPITAL, LLC	0.09%	4.71K	502.75K	-1.44K	-23.46%
Jun 30, 2026	PORTLAND GLOBAL ADVISORS LLC	0.09%	4.88K	520.67K	0	0
Jun 30, 2026	NAVITER WEALTH, LLC	0.14%	7.35K	784.54K	523	+7.66%
Jun 30, 2026	NORTH FORTY TWO & CO.	0.22%	11.33K	1.21M	0	0
Jun 30, 2026	VALLEY NATIONAL ADVISERS INC	0.22%	11.56K	1.23M	-91	-0.78%
Jun 30, 2026	LPL FINANCIAL LLC	1.22%	62.72K	6.69M	12.05K	+23.79%
Jun 30, 2026	CREATIVE PLANNING	1.28%	65.65K	7M	-786	-1.18%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.44%	73.97K	7.89M	897	+1.23%
Jun 30, 2026	JPMORGAN CHASE & CO	1.54%	79.11K	8.38M	-10.73K	-11.95%
Jun 30, 2026	WHITE PINE INVESTMENT CO	1.97%	101.53K	10.83M	-32	-0.03%
Jun 30, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	2.18%	112.12K	11.96M	-675	-0.60%
Jun 30, 2026	ALBION FINANCIAL GROUP /UT	2.3%	118.43K	12.64M	1.22K	+1.04%
Jun 30, 2026	CITIGROUP INC	3.23%	166.18K	17.73M	31.3K	+23.21%
Jun 30, 2026	MORGAN STANLEY	4.42%	227.23K	24.24M	-17.93K	-7.31%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	13.17%	677.94K	72.33M	-6.92K	-1.01%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.49%	25.15K	2.68M	-964	-3.69%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	0.5%	25.88K	2.76M	901	+3.61%
Jun 30, 2026	JORDAN PARK GROUP LLC	0.78%	39.99K	4.27M	7.46K	+22.94%
Jun 30, 2026	SAGE FINANCIAL GROUP INC	0.84%	43.4K	4.63M	916	+2.16%
Jun 30, 2026	UBS GROUP AG	0.84%	43.41K	4.63M	-2.34K	-5.11%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.81%	93.14K	9.94M	2.72K	+3.01%
Jun 30, 2026	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	7.6%	391.11K	41.73M	-2.69K	-0.68%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.2%	10.35K	1.1M	10.35K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	12.95K	1.38M	6.48K	+100.32%
Jun 30, 2026	SINCERUS ADVISORY, LLC	0.25%	12.98K	1.39M	100	+0.78%
Jun 30, 2026	APPLETON PARTNERS INC/MA	0.1%	4.89K	522K	0	0
Jun 30, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.11%	5.55K	591.7K	203	+3.80%
Jun 30, 2026	SEEDS INVESTOR LLC	0.12%	5.95K	634.9K	497	+9.11%
Jun 30, 2026	NOTTINGHAM ADVISORS, INC.	0.12%	6.02K	638.47K	-174	-2.81%
Jun 30, 2026	CAPROCK GROUP, LLC	0.14%	7.21K	768.74K	7.21K	+100.00%
Jun 30, 2026	MASCOMA WEALTH MANAGEMENT LLC	0.14%	7.23K	771.19K	0	0
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	7.48K	798.19K	-178	-2.32%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	10.13K	1.08M	-101.97K	-90.96%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.43%	21.88K	2.33M	650	+3.06%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	1.55%	79.96K	8.53M	1.02K	+1.29%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	14.23K	1.52M	615	+4.52%
Jun 30, 2026	HEADINVEST, LLC	0.29%	14.68K	1.57M	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.31%	15.88K	1.69M	-8.17K	-33.98%
Jun 30, 2026	CARSON ADVISORY INC.	0.31%	16.15K	1.72M	4.25K	+35.71%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	17.57K	1.87M	17.57K	+100.00%
Jun 30, 2026	SONOMA PRIVATE WEALTH LLC	0.21%	10.76K	1.15M	81	+0.76%
Jun 30, 2026	ROYAL BANK OF CANADA	0.41%	21.3K	2.27M	57	+0.27%
Jun 30, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.55%	28.49K	3.04M	982	+3.57%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.6%	30.93K	3.3M	8.51K	+37.98%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.11%	57.11K	6.09M	1.29K	+2.31%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.12%	6.39K	681.46K	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.24%	12.52K	1.34M	-1.09K	-8.03%
Jun 30, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.15%	7.6K	810.88K	0	0
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.12%	6.21K	662.56K	6.21K	+100.00%
Jun 30, 2026		0.12%	6.21K	662.56K	6.21K	+100.00%
Jun 30, 2026	BALLENTINE PARTNERS, LLC	5.85%	301.18K	32.13M	-5.05K	-1.65%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.22%	62.65K	6.68M	-3.82K	-5.74%
Jun 30, 2026	BETTERMENT LLC	5.35%	275.1K	29.35M	8.76K	+3.29%
Jun 30, 2026	FREESTONE CAPITAL HOLDINGS, LLC	0.05%	2.42K	258.2K	0	0
Jun 30, 2026	FMR LLC	0.05%	2.52K	269.12K	199	+8.57%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.05%	2.53K	270.26K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	2.61K	277.91K	-11	-0.42%
Jun 30, 2026	ARGYLE CAPITAL PARTNERS, LLC	0.05%	2.84K	303.23K	-60	-2.07%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.06%	2.91K	310.27K	0	0
Jun 30, 2026	MADISON ASSET MANAGEMENT, LLC	0.06%	2.92K	311.12K	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.06%	3.23K	344.2K	-124	-3.70%
Jun 30, 2026	WATERLOO CAPITAL, L.P.	0.06%	3.23K	344.24K	-124	-3.70%
Jun 30, 2026	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.08%	4.03K	430K	675	+20.12%
Jun 30, 2026	ULLAND INVESTMENT ADVISORS, LLC	0.08%	4.12K	440K	-1.6K	-27.97%
Jun 30, 2026	EQUITABLE TRUST CO	0.08%	4.36K	465.19K	0	0
Mar 31, 2026		7.63%	393.8K	36.43M	28.9K	+7.92%
Mar 31, 2026	UBS GROUP AG	0.89%	45.75K	4.23M	1.54K	+3.48%
Mar 31, 2026	LPL FINANCIAL LLC	0.98%	50.67K	4.69M	7.22K	+16.61%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.08%	55.83K	5.16M	33.01K	+144.66%
Mar 31, 2026	CREATIVE PLANNING	1.29%	66.43K	6.14M	-1.85K	-2.72%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.29%	66.47K	6.15M	-7.98K	-10.72%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.42%	73.08K	6.76M	1.14K	+1.59%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	1.53%	78.94K	7.36M	1.83K	+2.37%
Mar 31, 2026	JPMORGAN CHASE & CO	1.74%	89.84K	8.08M	-85.59K	-48.79%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.75%	90.42K	8.36M	-600	-0.66%
Mar 31, 2026	WHITE PINE INVESTMENT CO	1.97%	101.56K	9.39M	-62	-0.06%
Mar 31, 2026	MASCOMA WEALTH MANAGEMENT LLC	0.14%	7.23K	668.56K	1.04K	+16.79%
Mar 31, 2026	SAGE FINANCIAL GROUP INC	0.82%	42.48K	3.93M	-779	-1.80%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.17%	112.1K	10.37M	868	+0.78%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	2.18%	112.79K	10.43M	25	+0.02%
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	2.27%	117.21K	10.84M	-371	-0.32%
Mar 31, 2026	MORGAN STANLEY	4.75%	245.16K	22.68M	22.33K	+10.02%
Mar 31, 2026	BETTERMENT LLC	5.16%	266.34K	24.64M	14.07K	+5.58%
Mar 31, 2026	BALLENTINE PARTNERS, LLC	5.93%	306.23K	28.33M	50.42K	+19.71%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.11%	5.34K	494.2K	-837	-13.54%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	13.26%	684.86K	63.35M	36.07K	+5.56%
Mar 31, 2026	SINCERUS ADVISORY, LLC	0.25%	12.88K	1.19M	25	+0.19%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.26%	13.61K	1.26M	2.36K	+20.95%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	13.62K	1.26M	210	+1.57%
Mar 31, 2026	HEADINVEST, LLC	0.28%	14.68K	1.36M	0	0
Mar 31, 2026	FRANKLIN RESOURCES INC	0.41%	21.23K	1.96M	4K	+23.21%
Mar 31, 2026	ROYAL BANK OF CANADA	0.41%	21.25K	1.97M	-26	-0.12%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.47%	24.05K	2.22M	-85	-0.35%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.48%	24.98K	2.31M	-312	-1.23%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	26.11K	2.42M	-535	-2.01%
Mar 31, 2026	CARSON ADVISORY INC.	0.23%	11.9K	1.1M	800	+7.21%
Mar 31, 2026	CITIGROUP INC	2.61%	134.88K	12.48M	3.8K	+2.90%
Mar 31, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.15%	7.6K	702.97K	0	0
Mar 31, 2026	SKYVIEW INVESTMENT ADVISORS, LLC	0.15%	7.66K	708K	-126	-1.62%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	7.66K	708.43K	-126	-1.62%
Mar 31, 2026	SONOMA PRIVATE WEALTH LLC	0.21%	10.68K	988.05K	2.1K	+24.53%
Mar 31, 2026	NORTH FORTY TWO & CO.	0.22%	11.33K	1.05M	0	0
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.53%	27.5K	2.54M	-183	-0.66%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.57%	29.58K	2.74M	672	+2.32%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.58%	30.13K	2.79M	1.25K	+4.34%
Mar 31, 2026	JORDAN PARK GROUP LLC	0.63%	32.53K	3.01M	-93	-0.29%
Mar 31, 2026	MADISON ASSET MANAGEMENT, LLC	0.06%	2.92K	269.72K	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.06%	2.92K	269.81K	0	0
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	3.35K	309.86K	9	+0.27%
Mar 31, 2026	WATERLOO CAPITAL, L.P.	0.07%	3.35K	309.9K	9	+0.27%
Mar 31, 2026	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.07%	3.36K	310K	0	0
Mar 31, 2026	EQUITABLE TRUST CO	0.09%	4.36K	403.28K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	4.48K	414.73K	3K	+202.77%
Mar 31, 2026	PORTLAND GLOBAL ADVISORS LLC	0.1%	4.88K	451.38K	0	0
Mar 31, 2026	APPLETON PARTNERS INC/MA	0.1%	4.89K	452K	-15	-0.31%
Mar 31, 2026	VALLEY NATIONAL ADVISERS INC	0.23%	11.65K	1.08M	1	+0.01%
Mar 31, 2026	NAVITER WEALTH, LLC	0.13%	6.83K	631.71K	200	+3.02%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.12%	6.39K	590.78K	0	0
Mar 31, 2026	SEEDS INVESTOR LLC	0.11%	5.45K	539.97K	656	+13.67%
Mar 31, 2026	ULLAND INVESTMENT ADVISORS, LLC	0.11%	5.72K	529K	0	0
Mar 31, 2026	GIBSON CAPITAL, LLC	0.12%	6.16K	569.41K	0	0
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	0.12%	6.19K	572.45K	-40	-0.64%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	6.46K	597.8K	6.46K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.14%	7.04K	651.45K	4.82K	+216.68%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	22.42K	2.07M	-9.02K	-28.70%
Dec 31, 2025	CREATIVE PLANNING	1.29%	68.29K	6.6M	-6.11K	-8.21%
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	2.32%	117.58K	11.37M	-2.72K	-2.26%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.06%	3.19K	308.7K	3.19K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	12.29%	648.78K	62.73M	-74.76K	-10.33%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0.23%	11.65K	1.13M	107	+0.93%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.06%	3.2K	309.04K	0	0
Dec 31, 2025	CERITY PARTNERS LLC	0.06%	3.3K	319.1K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	3.34K	323.06K	-97	-2.82%
Dec 31, 2025	WATERLOO CAPITAL, L.P.	0.06%	3.34K	323.07K	9	+0.27%
Dec 31, 2025	ULLAND INVESTMENT ADVISORS, LLC	0.11%	5.72K	553K	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.1%	5.37K	519.64K	95	+1.80%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	5.06%	255.81K	24.74M	-4.2K	-1.61%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.43%	22.82K	2.21M	-230	-1.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.4%	21.27K	2.06M	-146	-0.68%
Dec 31, 2025	JPMORGAN CHASE & CO	3.36%	175.43K	16.96M	-3.25K	-1.82%
Dec 31, 2025	BETTERMENT LLC	4.78%	252.28K	24.4M	6.14K	+2.49%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.33%	17.23K	1.67M	1.43K	+9.01%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	26.65K	2.58M	1.47K	+5.84%
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.53%	27.69K	2.68M	1.56K	+5.96%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.56%	28.88K	2.79M	2.38K	+8.97%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.57%	28.91K	2.8M	610	+2.16%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	31.44K	3.04M	-104	-0.33%
Dec 31, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.07%	3.36K	324K	790	+30.80%
Dec 31, 2025	EQUITABLE TRUST CO	0.09%	4.36K	421.59K	-414	-8.67%
Dec 31, 2025	PORTLAND GLOBAL ADVISORS LLC	0.09%	4.88K	471.87K	0	0
Dec 31, 2025	SEEDS INVESTOR LLC	0.09%	4.8K	463.92K	196	+4.26%
Dec 31, 2025	APPLETON PARTNERS INC/MA	0.1%	4.9K	474K	775	+18.77%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.12%	6.18K	597.55K	123	+2.03%
Dec 31, 2025	GIBSON CAPITAL, LLC	0.12%	6.16K	595.26K	0	0
Dec 31, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.12%	6.19K	598.45K	0	0
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	0.12%	6.23K	602.3K	-428	-6.43%
Dec 31, 2025	NAVITER WEALTH, LLC	0.13%	6.63K	641.08K	6.63K	+100.00%
Dec 31, 2025	CAPROCK GROUP, LLC	0.14%	7.21K	696.69K	0	0
Dec 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.15%	7.79K	753K	-154	-1.94%
Dec 31, 2025	JORDAN PARK GROUP LLC	0.63%	32.62K	3.15M	-1.31K	-3.87%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.79%	39.78K	3.85M	39.78K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.84%	43.45K	4.2M	1.03K	+2.42%
Dec 31, 2025	UBS GROUP AG	0.84%	44.22K	4.28M	573	+1.31%
Dec 31, 2025	SAGE FINANCIAL GROUP INC	0.86%	43.26K	4.18M	743	+1.75%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.38%	71.93K	6.96M	-457	-0.63%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.41%	74.45K	7.2M	1.77K	+2.44%
Dec 31, 2025		7.02%	364.91K	35.28M	364.91K	+100.00%
Dec 31, 2025	MORGAN STANLEY	4.22%	222.82K	21.55M	935	+0.42%
Dec 31, 2025	CITIGROUP INC	2.52%	131.07K	12.67M	1.81K	+1.40%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	24.13K	2.33M	-159	-0.65%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.08%	4.09K	395.49K	-114	-2.71%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	1.46%	77.11K	7.46M	68.16K	+761.86%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.74%	91.02K	8.8M	3.22K	+3.67%
Dec 31, 2025	WHITE PINE INVESTMENT CO	2.01%	101.62K	9.83M	-1.01K	-0.99%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.11%	111.23K	10.76M	-5.4K	-4.63%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	2.17%	112.77K	10.9M	-1.1K	-0.97%
Dec 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.06%	2.92K	281.96K	2.92K	+100.00%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.14%	7.6K	734.89K	0	0
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	7.79K	752.77K	-154	-1.94%
Dec 31, 2025	SONOMA PRIVATE WEALTH LLC	0.16%	8.58K	829.45K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	11.26K	1.09M	-10	-0.09%
Dec 31, 2025	CARSON ADVISORY INC.	0.21%	11.1K	1.07M	0	0
Dec 31, 2025	NORTH FORTY TWO & CO.	0.22%	11.33K	1.1M	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	13.41K	1.3M	1.46K	+12.24%
Dec 31, 2025	SINCERUS ADVISORY, LLC	0.25%	12.86K	1.24M	-10	-0.08%
Dec 31, 2025	HEADINVEST, LLC	0.29%	14.68K	1.42M	0	0
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.5%	25.29K	2.45M	1.3K	+5.41%
Sep 30, 2025	SEEDS INVESTOR LLC	0.09%	4.6K	431.65K	570	+14.14%
Sep 30, 2025	EQUITABLE TRUST CO	0.09%	4.77K	447.79K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	11.95K	1.12M	11.95K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.38%	72.39K	6.79M	1.9K	+2.70%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.3%	15.81K	1.48M	1.04K	+7.04%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	11.27K	1.06M	53	+0.47%
Sep 30, 2025	CARSON ADVISORY INC.	0.21%	11.1K	1.04M	-200	-1.77%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.15%	7.6K	712.87K	0	0
Sep 30, 2025	CAPROCK GROUP, LLC	0.14%	7.21K	659.69K	7.21K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.51%	26.5K	2.49M	379	+1.45%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.46%	23.99K	2.25M	-313	-1.29%
Sep 30, 2025	HEADINVEST, LLC	0.28%	14.68K	1.38M	0	0
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0.22%	11.54K	1.08M	1.68K	+17.00%
Sep 30, 2025	SONOMA PRIVATE WEALTH LLC	0.16%	8.58K	804.6K	-1.43K	-14.27%
Sep 30, 2025	GIBSON CAPITAL, LLC	0.12%	6.16K	577.42K	0	0
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.06%	3.2K	302.8K	-35	-1.08%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	4.96%	260.01K	24.39M	6.53K	+2.58%
Sep 30, 2025	BETTERMENT LLC	4.7%	246.14K	23.09M	8.05K	+3.38%
Sep 30, 2025	JPMORGAN CHASE & CO	3.41%	178.68K	16.76M	-6.53K	-3.53%
Sep 30, 2025	APPLETON PARTNERS INC/MA	0.08%	4.13K	387K	-825	-16.66%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	3.44K	322.48K	32	+0.94%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.06%	3.38K	316.76K	-732	-17.81%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.06%	3.33K	312.55K	-74	-2.17%
Sep 30, 2025	CERITY PARTNERS LLC	0.06%	3.3K	309.54K	200	+6.45%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	3.19K	299K	-188	-5.56%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.06%	2.91K	272.77K	0	0
Sep 30, 2025	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.05%	2.57K	241K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.05%	2.5K	234.5K	4	+0.16%
Sep 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.05%	2.4K	225.4K	-151	-5.91%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	2.37K	223K	0	0
Sep 30, 2025	FMR LLC	0.04%	2.3K	215.81K	-53	-2.25%
Sep 30, 2025	KEYVANTAGE WEALTH, LLC	0.04%	2.27K	212.83K	-33	-1.43%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.04%	2.25K	211.1K	-41	-1.79%
Sep 30, 2025	ETHIC INC.	0.04%	2.18K	204.39K	2.18K	+100.00%
Sep 30, 2025	CITIGROUP INC	2.47%	129.26K	12.12M	3.62K	+2.88%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	4.31K	404.08K	0	0
Sep 30, 2025	WHITE PINE INVESTMENT CO	1.96%	102.64K	9.63M	-2.24K	-2.14%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.68%	87.8K	8.24M	5.52K	+6.71%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.39%	72.68K	6.82M	-1.05K	-1.42%
Sep 30, 2025	NORTH FORTY TWO & CO.	0.22%	11.33K	1.06M	-500	-4.23%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.17%	8.95K	839.25K	3	+0.03%
Sep 30, 2025	PORTLAND GLOBAL ADVISORS LLC	0.09%	4.88K	457.74K	0	0
Sep 30, 2025	UBS GROUP AG	0.83%	43.64K	4.09M	-5.99K	-12.07%
Sep 30, 2025	SAGE FINANCIAL GROUP INC	0.81%	42.52K	3.99M	228	+0.54%
Sep 30, 2025	LPL FINANCIAL LLC	0.81%	42.42K	3.98M	4.33K	+11.37%
Sep 30, 2025	JORDAN PARK GROUP LLC	0.65%	33.93K	3.18M	33.93K	+100.00%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.54%	28.3K	2.65M	-5.1K	-15.26%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	5.28K	495.16K	-501	-8.67%
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	2.17%	113.87K	10.68M	-3.17K	-2.71%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.23%	116.64K	10.94M	-8.98K	-7.15%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.12%	6.06K	568.1K	-217	-3.46%
Sep 30, 2025	ULLAND INVESTMENT ADVISORS, LLC	0.11%	5.72K	537K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	13.81%	723.55K	67.87M	3.59K	+0.50%
Sep 30, 2025	MORGAN STANLEY	4.23%	221.89K	20.81M	710	+0.32%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.08%	4.2K	394.33K	125	+3.06%
Sep 30, 2025	CREATIVE PLANNING	1.42%	74.39K	6.98M	-1.39K	-1.83%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	31.55K	2.96M	923	+3.01%
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.5%	26.13K	2.45M	1.47K	+5.96%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	25.18K	2.36M	3.15K	+14.30%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	24.29K	2.28M	-32	-0.13%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.44%	23.05K	2.16M	1.03K	+4.69%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	21.42K	2.01M	1.89K	+9.70%
Sep 30, 2025	SINCERUS ADVISORY, LLC	0.25%	12.87K	1.21M	35	+0.27%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	7.94K	744.67K	-203	-2.49%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	0.13%	6.66K	624.4K	-371	-5.28%
Sep 30, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.12%	6.19K	580.52K	6.19K	+100.00%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	2.3%	120.3K	11.28M	2.97K	+2.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.43%	73.73K	6.48M	-1.56K	-2.07%
Jun 30, 2025	CREATIVE PLANNING	1.47%	75.78K	6.66M	-2.4K	-3.06%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.51%	26.12K	2.3M	3.46K	+15.26%
Jun 30, 2025	UBS GROUP AG	0.96%	49.64K	4.36M	-2.77K	-5.29%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.37%	70.49K	6.2M	-1.72K	-2.38%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.16%	8.14K	715.89K	-2.59K	-24.13%
Jun 30, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.16%	8.22K	718K	-2.51K	-23.43%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.17%	8.94K	786.42K	7.32K	+450.06%
Jun 30, 2025	ROYAL BANK OF CANADA	0.38%	19.52K	1.72M	80	+0.41%
Jun 30, 2025	CITADEL ADVISORS LLC	0.46%	23.69K	2.08M	-23.78K	-50.09%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0.47%	24.3K	2.14M	-5.54K	-18.57%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	24.32K	2.14M	1.75K	+7.77%
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.48%	24.66K	2.17M	0	0
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.57%	29.62K	2.6M	-2.45K	-7.63%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.65%	33.4K	2.94M	-28.73K	-46.25%
Jun 30, 2025	CARSON ADVISORY INC.	0.22%	11.3K	993.56K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.74%	38.09K	3.35M	28.47K	+295.93%
Jun 30, 2025	BETTERMENT LLC	4.61%	238.09K	20.94M	75.14K	+46.11%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	4.91%	253.48K	22.29M	19.72K	+8.44%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	13.95%	719.96K	63.3M	-12.24K	-1.67%
Jun 30, 2025	SAGE FINANCIAL GROUP INC	0.82%	42.29K	3.72M	309	+0.74%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.75%	38.51K	3.39M	38.51K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.43%	125.61K	11.04M	-5.07K	-3.88%
Jun 30, 2025	APPLETON PARTNERS INC/MA	0.1%	4.95K	435K	-35	-0.70%
Jun 30, 2025	WHITE PINE INVESTMENT CO	2.03%	104.88K	9.22M	-6.02K	-5.43%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.59%	82.29K	7.24M	3.89K	+4.96%
Jun 30, 2025	NORTH FORTY TWO & CO.	0.23%	11.83K	1.04M	0	0
Jun 30, 2025	SINCERUS ADVISORY, LLC	0.25%	12.83K	1.16M	105	+0.83%
Jun 30, 2025	VALLEY NATIONAL ADVISERS INC	0.19%	9.86K	867K	-542	-5.21%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.11%	5.78K	508.21K	-5	-0.09%
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.22%	11.46K	1.01M	1	+0.01%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.43%	22.02K	1.94M	673	+3.15%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	2.27%	117.04K	10.29M	-553	-0.47%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.11%	5.47K	481.31K	-27.98K	-83.64%
Jun 30, 2025	ULLAND INVESTMENT ADVISORS, LLC	0.11%	5.72K	503K	0	0
Jun 30, 2025		0.23%	11.83K	1.04M	0	0
Jun 30, 2025	HEADINVEST, LLC	0.28%	14.68K	1.29M	0	0
Jun 30, 2025	FRANKLIN RESOURCES INC	0.29%	14.77K	1.3M	315	+2.18%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	22.03K	1.94M	1.09K	+5.18%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	23.74K	2.09M	-3.62K	-13.22%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	2.27%	117.33K	10.32M	13.08K	+12.55%
Jun 30, 2025	CITIGROUP INC	2.43%	125.64K	11.05M	4.38K	+3.61%
Jun 30, 2025	JPMORGAN CHASE & CO	3.59%	185.21K	16.28M	-39.25K	-17.49%
Jun 30, 2025	MORGAN STANLEY	4.29%	221.18K	19.45M	323	+0.15%
Jun 30, 2025	GIBSON CAPITAL, LLC	0.12%	6.16K	541.27K	0	0
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.15%	7.6K	668.23K	-254	-3.23%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.12%	6.27K	551.6K	4	+0.06%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	0.14%	7.03K	617.92K	-381	-5.14%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	30.62K	2.69M	4.33K	+16.45%
Jun 30, 2025	SONOMA PRIVATE WEALTH LLC	0.19%	10.01K	879.78K	-441	-4.22%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	11.21K	985.82K	397	+3.67%
Mar 31, 2025	NOTTINGHAM ADVISORS, INC.	0.15%	7.41K	589.14K	-1.17K	-13.64%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	5.79K	460.03K	-3	-0.05%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.13%	6.55K	520.51K	14	+0.21%
Mar 31, 2025	VALLEY NATIONAL ADVISERS INC	0.21%	10.4K	827K	765	+7.94%
Mar 31, 2025	FORT POINT CAPITAL PARTNERS LLC	0.24%	11.46K	911.56K	1	+0.01%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.49%	72.2K	5.74M	10.74K	+17.48%
Mar 31, 2025	APPLETON PARTNERS INC/MA	0.1%	4.99K	397K	-715	-12.54%
Mar 31, 2025	ULLAND INVESTMENT ADVISORS, LLC	0.12%	5.72K	455K	-8.5K	-59.78%
Mar 31, 2025	GIBSON CAPITAL, LLC	0.13%	6.16K	489.53K	6.16K	+100.00%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.13%	6.27K	498.6K	-481	-7.12%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.16%	7.85K	624.55K	1.03K	+15.01%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	10.73K	853.33K	31	+0.29%
Mar 31, 2025		0.24%	11.83K	940.33K	0	0
Mar 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.51%	24.66K	1.96M	-1.93K	-7.27%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	0.61%	29.85K	2.37M	-1.66K	-5.27%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.66%	32.06K	2.55M	-1.29K	-3.87%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.69%	33.46K	2.66M	-981	-2.85%
Mar 31, 2025	SAGE FINANCIAL GROUP INC	0.86%	41.98K	3.34M	936	+2.28%
Mar 31, 2025	CITADEL ADVISORS LLC	0.98%	47.46K	3.77M	36.84K	+346.90%
Mar 31, 2025	CITIGROUP INC	2.5%	121.26K	9.64M	7.61K	+6.70%
Mar 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.22%	10.73K	853K	31	+0.29%
Mar 31, 2025	CARSON ADVISORY INC.	0.23%	11.3K	898.58K	-200	-1.74%
Mar 31, 2025	CREATIVE PLANNING	1.59%	78.18K	6.22M	-2.9K	-3.58%
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	2.42%	117.59K	9.35M	50	+0.04%
Mar 31, 2025	SONOMA PRIVATE WEALTH LLC	0.22%	10.45K	830.75K	-77	-0.73%
Mar 31, 2025	UBS GROUP AG	1.08%	52.41K	4.17M	2.07K	+4.10%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	10.82K	860.01K	190	+1.79%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.61%	78.39K	6.23M	2.43K	+3.19%
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	2.15%	104.25K	8.29M	7.53K	+7.79%
Mar 31, 2025	WHITE PINE INVESTMENT CO	2.28%	110.9K	8.82M	2.1K	+1.93%
Mar 31, 2025	PORTLAND GLOBAL ADVISORS LLC	0.09%	4.17K	331.6K	0	0
Mar 31, 2025	FRANKLIN RESOURCES INC	0.3%	14.45K	1.15M	4.33K	+42.83%
Mar 31, 2025	HEADINVEST, LLC	0.3%	14.68K	1.17M	2.17K	+17.35%
Mar 31, 2025	ROYAL BANK OF CANADA	0.4%	19.44K	1.55M	157	+0.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.69%	130.68K	10.39M	-193	-0.15%
Mar 31, 2025	BETTERMENT LLC	3.36%	162.95K	12.96M	20.17K	+14.13%
Mar 31, 2025	MORGAN STANLEY	4.55%	220.86K	17.56M	3.88K	+1.79%
Mar 31, 2025	BALLENTINE PARTNERS, LLC	4.82%	233.76K	18.59M	19.79K	+9.25%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.28%	62.13K	4.94M	-2.74K	-4.23%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	20.94K	1.67M	2.76K	+15.19%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.56%	27.36K	2.18M	16.43K	+150.35%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	22.57K	1.79M	43	+0.19%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.54%	26.3K	2.09M	5.12K	+24.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.55%	75.29K	5.99M	-4.96K	-6.18%
Mar 31, 2025	EQUITABLE TRUST CO	0.1%	4.77K	379.63K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.2%	9.62K	765.05K	-3.06K	-24.11%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.47%	22.66K	1.88M	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	15.08%	732.19K	58.22M	24.91K	+3.52%
Mar 31, 2025	JPMORGAN CHASE & CO	4.62%	224.47K	17.85M	-880	-0.39%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.44%	21.34K	1.7M	-48	-0.22%
Mar 31, 2024	PORTLAND GLOBAL ADVISORS LLC	0.08%	3.57K	267.92K	115	+3.33%
Mar 31, 2024	LPL FINANCIAL LLC	0.11%	5.35K	401.24K	-33	-0.61%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.11%	4.93K	370.07K	117	+2.43%
Mar 31, 2024	ARKOS GLOBAL ADVISORS	0.12%	5.01K	376K	-262	-4.97%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.12%	5.57K	418.1K	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.12%	5.1K	382.75K	0	0
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.16%	6.99K	509.23K	6.99K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.17%	7.3K	547.59K	-2.1K	-22.36%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	8.02K	601.74K	-356	-4.25%
Mar 31, 2024	SONOMA PRIVATE WEALTH LLC	0.26%	11.37K	853.31K	704	+6.60%
Mar 31, 2024	NOTTINGHAM ADVISORS, INC.	0.26%	11.38K	853.76K	-201	-1.74%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.26%	11.49K	862.54K	-1.21K	-9.50%
Mar 31, 2024	SKYVIEW INVESTMENT ADVISORS, LLC	0.26%	11.49K	863K	11.49K	+100.00%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.27%	11.58K	868.83K	3	+0.03%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.27%	11.77K	883.1K	2.42K	+25.89%
Mar 31, 2024	CARSON ADVISORY INC.	0.27%	11.8K	885.58K	0	0
Mar 31, 2024	VALLEY NATIONAL ADVISERS INC	0.27%	11.87K	891K	391	+3.41%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.42%	61.52K	4.62M	-3.67K	-5.63%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.44%	68.32K	5.13M	2.23K	+3.37%
Mar 31, 2024	CREATIVE PLANNING	1.81%	86.09K	6.46M	-630	-0.73%
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	1.82%	79.25K	5.95M	1.47K	+1.89%
Mar 31, 2024	WHITE PINE INVESTMENT CO	2.34%	101.42K	7.61M	433	+0.43%
Mar 31, 2024	CITIGROUP INC	2.75%	130.63K	9.8M	-122	-0.09%
Mar 31, 2024	LEAVELL INVESTMENT MANAGEMENT, INC.	2.79%	121.14K	9.09M	2.02K	+1.70%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	3.37%	160.1K	12.01M	-7.08K	-4.24%
Mar 31, 2024	BALLENTINE PARTNERS, LLC	4.43%	192.25K	14.43M	7.12K	+3.85%
Mar 31, 2024	ROYAL BANK OF CANADA	0.56%	26.69K	2M	1.76K	+7.05%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0.72%	31.14K	2.34M	594	+1.94%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.81%	35.08K	2.63M	-962	-2.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.85%	40.62K	3.05M	-494	-1.20%
Mar 31, 2024	SAGE FINANCIAL GROUP INC	0.88%	38.13K	2.86M	1.88K	+5.19%
Mar 31, 2024	UBS GROUP AG	1.05%	50.07K	3.76M	175	+0.35%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.28%	61.03K	4.58M	11.58K	+23.41%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.71%	81.39K	6.11M	-2.63K	-3.13%
Mar 31, 2024	EQUITABLE TRUST CO	0.13%	5.43K	407.74K	0	0
Mar 31, 2024	APPLETON PARTNERS INC/MA	0.14%	6.04K	454K	-375	-5.84%
Mar 31, 2024	FF ADVISORS,LLC	0.15%	6.55K	491.65K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.15%	7.27K	545.64K	-151	-2.03%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.16%	6.83K	512.51K	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	0.3%	14.11K	1.06M	7.86K	+125.89%
Mar 31, 2024	CITADEL ADVISORS LLC	0.31%	14.84K	1.11M	14.84K	+100.00%
Mar 31, 2024	ULLAND INVESTMENT ADVISORS, LLC	0.33%	14.22K	1.07M	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.41%	17.67K	1.33M	-492	-2.71%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	19.64K	1.47M	586	+3.08%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.42%	18.35K	1.38M	842	+4.81%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.45%	19.6K	1.47M	13.56K	+224.31%
Mar 31, 2024	MILESTONE INVESTMENT ADVISORS LLC	0.55%	23.95K	1.8M	649	+2.79%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	1.34%	58.23K	4.37M	-12.39K	-17.54%
Mar 31, 2024	HEROLD ADVISORS, INC.	0.06%	3K	225.15K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	3.24K	243K	3.24K	+100.00%
Mar 31, 2024	BEACH INVESTMENT COUNSEL INC/PA	0.07%	3.4K	231K	300	+9.68%
Mar 31, 2024	WATERLOO CAPITAL, L.P.	0.07%	3.49K	261.77K	-61	-1.72%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.08%	3.63K	272.17K	-10.79K	-74.84%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.09%	4.46K	334.58M	1.09K	+32.36%
Mar 31, 2024	JPMORGAN CHASE & CO	5.28%	251.04K	18.84M	58.41K	+30.33%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.1%	4.67K	350.79K	0	0
Mar 31, 2024	EQUITA FINANCIAL NETWORK, INC.	0.1%	4.73K	355K	-2.47K	-34.27%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.1%	4.84K	363.16K	35	+0.73%
Mar 31, 2024	MORGAN STANLEY	4.45%	211.79K	15.89M	8.39K	+4.13%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	15.15%	720.75K	54.01M	-31.31K	-4.16%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	19.06K	1.3M	2.04K	+12.00%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.39%	17.51K	1.19M	-635	-3.50%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	14.42K	979.9K	7.11K	+97.30%
Dec 31, 2023	ULLAND INVESTMENT ADVISORS, LLC	0.32%	14.22K	967K	0	0
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	12.7K	863.14K	-60	-0.47%
Dec 31, 2023	CARSON ADVISORY INC.	0.26%	11.8K	802.04K	0	0
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.15%	6.83K	464.16K	0	0
Dec 31, 2023	CITIGROUP INC	2.9%	130.75K	8.89M	7.05K	+5.70%
Dec 31, 2023	BALLENTINE PARTNERS, LLC	4.1%	185.13K	12.58M	-17.79K	-8.77%
Dec 31, 2023	JPMORGAN CHASE & CO	4.27%	192.63K	13.09M	-1.09K	-0.56%
Dec 31, 2023	MORGAN STANLEY	4.51%	203.4K	13.82M	5.51K	+2.78%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	16.66%	752.06K	51.12M	-13.29K	-1.74%
Dec 31, 2023	NOTTINGHAM ADVISORS, INC.	0.26%	11.58K	786.88K	137	+1.20%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	0.26%	11.57K	786.67K	2	+0.02%
Dec 31, 2023	VALLEY NATIONAL ADVISERS INC	0.25%	11.48K	780K	810	+7.59%
Dec 31, 2023	SONOMA PRIVATE WEALTH LLC	0.24%	10.67K	724.96K	433	+4.23%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.21%	9.4K	638.74K	0	0
Dec 31, 2023	FRANKLIN RESOURCES INC	0.11%	5.1K	346.64K	0	0
Dec 31, 2023	ARKOS GLOBAL ADVISORS	0.12%	5.27K	358K	-728	-12.13%
Dec 31, 2023	LPL FINANCIAL LLC	0.12%	5.38K	365.62K	222	+4.30%
Dec 31, 2023		0.15%	6.55K	445.27K	6.55K	+100.00%
Dec 31, 2023	EQUITABLE TRUST CO	0.12%	5.43K	369.28K	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.12%	5.57K	378.66K	-4	-0.07%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.13%	6.04K	410.81K	6.04K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.21%	9.35K	635.31K	3.37K	+56.38%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.19%	8.37K	569.18K	-11.82K	-58.54%
Dec 31, 2023	CERITY PARTNERS LLC	0.14%	6.2K	421.41K	6.2K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.14%	6.25K	424.47K	6.25K	+100.00%
Dec 31, 2023	APPLETON PARTNERS INC/MA	0.14%	6.42K	436K	-315	-4.68%
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0.16%	7.42K	504.41K	-257	-3.35%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.7%	167.18K	11.36M	161.52K	+2,854.74%
Dec 31, 2023	LEAVELL INVESTMENT MANAGEMENT, INC.	2.64%	119.12K	8.13M	2.58K	+2.21%
Dec 31, 2023	WHITE PINE INVESTMENT CO	2.24%	100.99K	6.86M	4.24K	+4.39%
Dec 31, 2023	CREATIVE PLANNING	1.92%	86.72K	5.89M	226	+0.26%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.86%	84.02K	5.71M	2.69K	+3.31%
Dec 31, 2023	ALBION FINANCIAL GROUP /UT	1.72%	77.78K	5.29M	142	+0.18%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	1.56%	70.61K	4.8M	-15.49K	-17.99%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.46%	66.09K	4.49M	70	+0.11%
Dec 31, 2023	UBS GROUP AG	1.11%	49.89K	3.39M	-383	-0.76%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.1%	49.45K	3.36M	3.71K	+8.10%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.91%	41.11K	2.79M	10.93K	+36.22%
Dec 31, 2023	SAGE FINANCIAL GROUP INC	0.8%	36.25K	2.46M	5.89K	+19.40%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.8%	36.04K	2.46M	36.04K	+100.00%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0.68%	30.54K	2.08M	-693	-2.22%
Dec 31, 2023	GELLER ADVISORS LLC	0.59%	26.6K	1.81M	91	+0.34%
Dec 31, 2023	ROYAL BANK OF CANADA	0.55%	24.93K	1.69M	4.28K	+20.71%
Dec 31, 2023	MILESTONE INVESTMENT ADVISORS LLC	0.52%	23.3K	1.58M	1.69K	+7.80%

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