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

Who are the major shareholders selling iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock?

AVISE FINANCIAL COOPERATIVE, INC., in the last quarter, reduced its stake in LCTD by -7.18% restricting it's holding to 21.74 thousand shares of worth nearly $1.25M. ASSETMARK, INC also lessened -0.92% of the LCTD shares from its portfolio, reducing its holding to 24.52 thousand shares of worth $1.41M. ARCHER INVESTMENT MANAGEMENT, LLC also shunned LCTD shares holding by -8.22% last quarter which brought its holding to 25.71 thousand shares worth $1.48M.

Investors who are buying LCTD stock?

As per its latest 13F filing, ADVISORY SERVICES NETWORK, LLC increased its stake in LCTD by 25.13% in the last quarter. The institutional holder raised its holding to 26.31 thousand shares having worth more than $1.52M. SOFI WEALTH, LLC also added 25.9% more shares of LCTD to its portfolio, raising its holding to 33.44 thousand shares of worth $1.93M. LPL FINANCIAL LLC also increased its LCTD shares holding by 0.69% which brought its holding to 257.5 thousand shares worth $14.85M.

LCTD's major insiders: who are they?

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

Did an insider recently sell LCTD stock?

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

How much of LCTD does insiders own?

Around 0 iShares World ex U.S. Carbon Transition Readiness Aware Active ETF shares are held by insiders, which represents about N/A of LCTD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in LCTD?

AVISE FINANCIAL COOPERATIVE, INC. is the largest institutional owner in LCTD which holds 21.74 thousand shares worth $1.25M or 0.46% of the total LCTD shares outstanding followed by ASSETMARK, INC with ownership of 24.52 thousand shares representing 0.52% of the LCTD ownership. ARCHER INVESTMENT MANAGEMENT, LLC is the third largest stakeholder with 25.71 thousand shares or 0.55% of the ownership worth more than $1.48M.

Is there a short position on LCTD's shares?

Number of LCTD 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 LCTD shares are there?

As of today, null shares of LCTD are outstanding.

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

LCTD 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 LCTD is null.

iShares World ex US Carbon Transition Readiness Aware Active ETF (LCTD) insider trading activity: Get Latest News Today

Q: Which insider recently purchased LCTD stock?

There have been 0 transaction(s) during the past 6-months in which iShares World ex U.S. Carbon Transition Readiness Aware Active ETF insiders have bought stock, totalling 0 shares

Q: Is iShares World ex U.S. Carbon Transition Readiness Aware Active 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 LCTD is concerned, it is a stock which is optionable.

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. AVISE FINANCIAL COOPERATIVE, INC. is the top corporate investor, holding 21.74K shares valued at $1.25M. A 0.46% stake in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF is owned by the company. ASSETMARK, INC owns 24.52K shares valued at $1.41M, which translates its holding of 0.52% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AVISE FINANCIAL COOPERATIVE, INC.	0.46%	21.74K	1.25M	-1.68K	-7.18%
Jun 30, 2026	ASSETMARK, INC	0.52%	24.52K	1.41M	-228	-0.92%
Jun 30, 2026	ARCHER INVESTMENT MANAGEMENT, LLC	0.55%	25.71K	1.48M	-2.3K	-8.22%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.56%	26.31K	1.52M	5.28K	+25.13%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.61%	28.44K	1.64M	-184	-0.64%
Jun 30, 2026	SOFI WEALTH, LLC	0.71%	33.44K	1.93M	6.88K	+25.90%
Jun 30, 2026	LPL FINANCIAL LLC	5.48%	257.5K	14.85M	1.75K	+0.69%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.26%	12.13K	699.07K	57	+0.47%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	12.22K	704.39K	465	+3.96%
Jun 30, 2026	JANE STREET GROUP, LLC	0.11%	4.94K	284.77K	4.94K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	17.53%	823.08K	47.46M	-58.61K	-6.65%
Jun 30, 2026	JPMORGAN CHASE & CO	20.74%	973.65K	55.92M	845.91K	+662.21%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.24%	11.1K	640.1K	-2.36K	-17.54%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.22%	10.31K	594.53K	-502	-4.64%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	1.7%	79.97K	4.61M	-4.06K	-4.83%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	3.33%	156.29K	9.01M	-13.43K	-7.91%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.18%	8.45K	487.28K	8.45K	+100.00%
Jun 30, 2026	SIGFIG WEALTH MANAGEMENT, LLC	0.19%	8.86K	509.07K	-344	-3.74%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.2%	9.29K	535.53K	344	+3.85%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	10.61K	611.47K	1.58K	+17.52%
Jun 30, 2026	SHARKEY, HOWES & JAVER	0.23%	10.71K	617.46K	-1.08K	-9.17%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.23%	10.74K	619K	422	+4.09%
Jun 30, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.27%	12.64K	723.46K	-1.07K	-7.83%
Jun 30, 2026	ONE WEALTH ADVISORS, LLC	0.38%	17.77K	1.02M	-1.26K	-6.63%
Jun 30, 2026	ROYAL BANK OF CANADA	0.75%	35.41K	2.04M	4.97K	+16.34%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.8%	37.56K	2.17M	-28.22K	-42.90%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.95%	44.55K	2.57M	4.09K	+10.11%
Jun 30, 2026	DAVIS WEALTH ADVISORS, LLC	0.19%	9.11K	525.24K	-1.28K	-12.35%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	9.32K	537.13K	-13.6K	-59.34%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.21%	9.9K	570.9K	590	+6.34%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	12.83K	740.14K	-1.11K	-7.96%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.39%	18.45K	1.06M	2.33K	+14.45%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.2%	56.45K	3.25M	-5.63K	-9.07%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.1%	4.35K	250.81K	189	+4.54%
Jun 30, 2026	CERITY PARTNERS LLC	0.75%	35K	2.02M	4.45K	+14.58%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.52%	24.22K	1.39M	307	+1.28%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.63%	29.48K	1.7M	2.45K	+9.05%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.16%	6.81K	392.64K	-154	-2.21%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.68%	31.89K	1.84M	31.89K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.21%	9.76K	562.97K	2.32K	+31.10%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	9.96K	574.04K	-3.78K	-27.51%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.05%	1.9K	109.26K	1.9K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	1.99K	114.85K	-560	-21.94%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.05%	2.01K	116K	311	+18.28%
Jun 30, 2026	CORNERSTONE PLANNING GROUP LLC	0.05%	2.08K	120.87K	39	+1.91%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.06%	2.36K	135.78K	2.01K	+578.67%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.06%	2.57K	148.37K	-450	-14.89%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.06%	2.6K	149.69K	4	+0.15%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.09%	3.67K	211.46K	3.67K	+100.00%
Jun 30, 2026		0.22%	9.11K	525.24K	-1.28K	-12.35%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	4.03K	232.27K	4.03K	+100.00%
Jun 30, 2026	RFG ADVISORY, LLC	0.1%	4.35K	250.71K	-59	-1.34%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.11%	4.46K	256.92K	-557	-11.11%
Jun 30, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.1%	4.74K	273.36K	115	+2.49%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	5.34K	307.72K	194	+3.77%
Jun 30, 2026	MA PRIVATE WEALTH	0.12%	5.69K	328.3K	-687	-10.77%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	6.37K	369.35K	6.37K	+100.00%
Jun 30, 2026	MGO ONE SEVEN LLC	0.14%	6.48K	373.39K	-212	-3.17%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.14%	6.74K	388.77K	588	+9.55%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.16%	7.43K	428.24K	514	+7.44%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	10.93K	630K	-415	-3.66%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.24%	11.45K	660.06K	540	+4.95%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.25%	11.53K	664.61K	372	+3.33%
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0.05%	2.04K	117.72K	2.02K	+8,769.57%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.07%	2.59K	144.77K	-12	-0.46%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	3.99K	220.31K	-10	-0.25%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.11%	4.16K	230.04K	4.16K	+100.00%
Mar 31, 2026		0.22%	10.39K	574.61K	-468	-4.31%
Mar 31, 2026	RFG ADVISORY, LLC	0.11%	4.41K	243.66K	-165	-3.61%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.15%	6.96K	385.01K	3.04K	+77.29%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.2%	9.31K	514.82K	-121	-1.28%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.19%	8.94K	494.48K	-247	-2.69%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	9.02K	498.91K	-888	-8.96%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.13%	6.16K	340.27K	-195	-3.07%
Mar 31, 2026	SIGFIG WEALTH MANAGEMENT, LLC	0.19%	9.21K	509.07K	-1.82K	-16.47%
Mar 31, 2026	CWM, LLC	0.72%	34.41K	1.9M	32.13K	+1,409.17%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.85%	40.46K	2.24M	-5.17K	-11.33%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.31%	62.08K	3.43M	315	+0.51%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	1.77%	84.02K	4.65M	278	+0.33%
Mar 31, 2026	JPMORGAN CHASE & CO	2.69%	127.74K	6.85M	-664	-0.52%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	3.57%	169.72K	9.38M	-3.39K	-1.96%
Mar 31, 2026	LPL FINANCIAL LLC	5.38%	255.74K	14.14M	15.5K	+6.45%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	18.56%	881.69K	48.74M	18.69K	+2.17%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.6%	28.62K	1.58M	-560	-1.92%
Mar 31, 2026	INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC	0.13%	6.09K	336K	-134	-2.15%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.25%	12.07K	659.64K	-670	-5.26%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.28%	13.46K	744.42K	-388	-2.80%
Mar 31, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.29%	13.71K	791.89K	-153	-1.10%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.12%	4.63K	255.76K	19	+0.41%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.11%	5.01K	277.15K	-703	-12.30%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	5.14K	284.33K	919	+21.76%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.13%	6.2K	342.84K	6.2K	+100.00%
Mar 31, 2026	MA PRIVATE WEALTH	0.13%	6.38K	352.78K	0	0
Mar 31, 2026	MGO ONE SEVEN LLC	0.14%	6.69K	369.77K	283	+4.42%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.15%	6.91K	388.36K	403	+6.19%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.23%	10.81K	597.84K	-151	-1.38%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.23%	10.91K	603.04K	2.69K	+32.78%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.23%	11.16K	616.7K	138	+1.25%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	11.34K	627K	-914	-7.46%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	11.75K	649.71K	73	+0.63%
Mar 31, 2026	SHARKEY, HOWES & JAVER	0.25%	11.79K	651.83K	-265	-2.20%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.29%	13.73K	759.28K	117	+0.86%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	13.94K	770.95K	90	+0.65%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.34%	16.12K	891.34K	2.12K	+15.10%
Mar 31, 2026	ONE WEALTH ADVISORS, LLC	0.4%	19.03K	1.05M	-370	-1.91%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.44%	21.03K	1.16M	21.03K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.48%	22.91K	1.27M	-11.67K	-33.75%
Mar 31, 2026	AVISE FINANCIAL COOPERATIVE, INC.	0.49%	23.42K	1.29M	1.66K	+7.61%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.5%	23.92K	1.3M	-1.04K	-4.16%
Mar 31, 2026	ASSETMARK, INC	0.52%	24.75K	1.37M	-25	-0.10%
Mar 31, 2026	SOFI WEALTH, LLC	0.56%	26.56K	1.47M	4.52K	+20.48%
Mar 31, 2026	ROYAL BANK OF CANADA	0.64%	30.44K	1.68M	5.42K	+21.66%
Mar 31, 2026	ARCHER INVESTMENT MANAGEMENT, LLC	0.59%	28.01K	1.55M	24.2K	+636.08%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.57%	27.04K	1.49M	3.95K	+17.10%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.22%	10.31K	570.19K	-886	-7.91%
Mar 31, 2026	CERITY PARTNERS LLC	0.64%	30.55K	1.69M	2.2K	+7.77%
Mar 31, 2026	CITADEL ADVISORS LLC	0.78%	36.87K	2.04M	-7.84K	-17.53%
Mar 31, 2026	FLOW TRADERS U.S. LLC	1.38%	65.77K	3.64M	-36.36K	-35.60%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.16%	7.45K	411.78K	-60	-0.80%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.04%	1.4K	77.23K	-121	-7.97%
Mar 31, 2026	GEN-WEALTH PARTNERS INC	0.04%	1.44K	79.78K	26	+1.83%
Mar 31, 2026	UBS GROUP AG	0.04%	1.45K	80.33K	-123	-7.80%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.04%	1.7K	94K	1	+0.06%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	2.55K	141.09K	2.55K	+100.00%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.12%	4.61K	251.83K	-1.38K	-23.05%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	4.4%	173.11K	9.46M	-69.14K	-28.54%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.73%	29.18K	1.6M	-6.51K	-18.24%
Dec 31, 2025	KEYSTONE FINANCIAL SERVICES	0.09%	3.73K	203.61K	-59	-1.56%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	4.81K	262.77K	408	+9.27%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	4.22K	230.88K	4.22K	+100.00%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	4K	204.37K	-968	-19.50%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	3.93K	214.71K	-4.26K	-52.03%
Dec 31, 2025	ARCHER INVESTMENT MANAGEMENT, LLC	0.1%	3.81K	207.96K	3.81K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	6.02%	240.24K	13.13M	-64.12K	-21.07%
Dec 31, 2025	RFG ADVISORY, LLC	0.12%	4.57K	249.93K	-1.63K	-26.32%
Dec 31, 2025	CERITY PARTNERS LLC	0.71%	28.34K	1.55M	-5.1K	-15.25%
Dec 31, 2025	INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC	0.16%	6.23K	340K	-1.51K	-19.52%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	7.51K	410.4K	257	+3.54%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.16%	6.51K	355.85K	-677	-9.42%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.16%	6.35K	347.08K	-123	-1.90%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.16%	6.23K	340.64K	-1.88K	-23.16%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.14%	5.72K	312.44K	4	+0.07%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	21.56%	863K	47.17M	-336.78K	-28.07%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.04%	1.7K	93K	-609	-26.38%
Dec 31, 2025		0.27%	10.86K	593.73K	10.86K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	3.26%	128.4K	7.02M	-34.58K	-21.22%
Dec 31, 2025	FLOW TRADERS U.S. LLC	2.55%	102.13K	5.58M	20.68K	+25.39%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	2.13%	83.75K	4.58M	-27.47K	-24.70%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.54%	61.76K	3.38M	-21.5K	-25.82%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.14%	45.63K	2.49M	-10.08K	-18.09%
Dec 31, 2025	CITADEL ADVISORS LLC	1.12%	44.7K	2.44M	19.59K	+77.97%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.63%	24.95K	1.37M	-5.31K	-17.54%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.35%	14.01K	765.62K	-1.5K	-9.66%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	13.85K	757.29K	-3.85K	-21.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	23.09K	1.26M	14.74K	+176.65%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.34%	13.85K	756.74K	-3.34K	-19.43%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.32%	12.74K	696.26K	-4.17K	-24.65%
Dec 31, 2025	MGO ONE SEVEN LLC	0.16%	6.41K	350.12K	-2.26K	-26.07%
Dec 31, 2025	MA PRIVATE WEALTH	0.16%	6.38K	348.79K	-22	-0.34%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.86%	34.59K	1.89M	-7.41K	-17.64%
Dec 31, 2025	ASSETMARK, INC	0.63%	24.77K	1.35M	-7.36K	-22.90%
Dec 31, 2025	ROYAL BANK OF CANADA	0.63%	25.02K	1.37M	-1.68K	-6.29%
Dec 31, 2025	SOFI WEALTH, LLC	0.56%	22.04K	1.2M	3.73K	+20.39%
Dec 31, 2025	AVISE FINANCIAL COOPERATIVE, INC.	0.55%	21.77K	1.19M	21.77K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.5%	19.91K	1.09M	10.86K	+119.88%
Dec 31, 2025	ONE WEALTH ADVISORS, LLC	0.49%	19.4K	1.06M	-5.79K	-23.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.42%	16.99K	928.4K	-8.39K	-33.05%
Dec 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.35%	13.86K	757.62K	-5.44K	-28.18%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	13.62K	744.3K	-250	-1.80%
Dec 31, 2025	LIFEPLAN INVESTMENT ADVISORS, INC.	0.11%	4.14K	226.3K	269	+6.95%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.08%	3.06K	167.26K	-978	-24.22%
Dec 31, 2025	MORGAN STANLEY	0.07%	2.88K	157.15K	-1.55K	-34.95%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.07%	2.6K	142.36K	271	+11.62%
Dec 31, 2025	CWM, LLC	0.06%	2.28K	125K	-16.8K	-88.05%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	12.25K	670K	-3.98K	-24.50%
Dec 31, 2025	SHARKEY, HOWES & JAVER	0.31%	12.06K	658.95K	-4.09K	-25.32%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.29%	11.68K	638.37K	-1.44K	-10.97%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.28%	11.2K	612.17K	-2.89K	-20.48%
Dec 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.28%	11.02K	602.59K	-1.73K	-13.56%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.28%	11.02K	602.18K	524	+4.99%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	10.96K	599.34K	-1.18K	-9.70%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	9.91K	541.81K	-1.88K	-15.93%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.24%	9.43K	515.61K	-2.87K	-23.31%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.23%	9.19K	502.39K	772	+9.17%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	8.22K	449.02K	-793	-8.80%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.8%	83.26K	4.44M	3.12K	+3.89%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.23%	10.49K	559.2K	892	+9.29%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	11.79K	628K	-348	-2.87%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.26%	12.14K	647.07K	3.18K	+35.44%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.27%	12.3K	655.5K	2.47K	+25.13%
Sep 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.28%	12.75K	676.22K	-75	-0.58%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	13.12K	699.07K	-150	-1.13%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.3%	13.87K	738.98K	-1.25K	-8.28%
Sep 30, 2025	SHARKEY, HOWES & JAVER	0.35%	16.14K	860.24K	-198	-1.21%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	25.93%	1.2M	63.94M	-25.12K	-2.05%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	16.23K	865K	-242	-1.47%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.37%	16.91K	900.89K	1.28K	+8.16%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.37%	17.18K	915.7K	-2.51K	-12.75%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	17.7K	938.35K	-1.21K	-6.39%
Sep 30, 2025	ASSETMARK, INC	0.69%	32.13K	1.71M	1.72K	+5.66%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.65%	30.26K	1.61M	30.26K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.2%	9.06K	482.6K	9.06K	+100.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.72%	33.44K	1.78M	2.13K	+6.80%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	2.4%	111.21K	5.93M	2.07K	+1.89%
Sep 30, 2025	JPMORGAN CHASE & CO	3.52%	162.99K	8.69M	29.78K	+22.36%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	5.24%	242.25K	12.91M	-17.25K	-6.65%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.3%	14.09K	750.58K	518	+3.82%
Sep 30, 2025	ONE WEALTH CAPITAL MANAGEMENT, LLC	0.09%	4.31K	229.42K	-181	-4.03%
Sep 30, 2025	MORGAN STANLEY	0.1%	4.42K	235.56K	4.42K	+441,900.00%
Sep 30, 2025	WEALTH ALLIANCE	0.11%	4.92K	262.06K	-1.93K	-28.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.77%	35.69K	1.9M	8.65K	+32.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.2%	55.7K	2.97M	-8.29K	-12.95%
Sep 30, 2025	SOFI WEALTH, LLC	0.4%	18.31K	975.8K	5.16K	+39.28%
Sep 30, 2025	MA PRIVATE WEALTH	0.14%	6.4K	341.22K	383	+6.36%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	6.47K	344.95K	-2.69K	-29.32%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.16%	7.19K	383.02K	1.77K	+32.63%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	7.25K	386.44K	-400	-5.23%
Sep 30, 2025	INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC	0.17%	7.74K	412K	-401	-4.93%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.18%	8.11K	432.19K	657	+8.82%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.18%	8.19K	436.35K	394	+5.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	8.35K	444.77K	6.84K	+455.66%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.18%	8.42K	448.67K	263	+3.22%
Sep 30, 2025	MGO ONE SEVEN LLC	0.19%	8.66K	461.72K	-142	-1.61%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.19%	9.01K	480.05K	1.05K	+13.22%
Sep 30, 2025	ROYAL BANK OF CANADA	0.58%	26.7K	1.42M	6.01K	+29.07%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.91%	42K	2.24M	-14.27K	-25.36%
Sep 30, 2025	CWM, LLC	0.41%	19.08K	1.02M	-49.99K	-72.38%
Sep 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.42%	19.3K	1.03M	-458	-2.32%
Sep 30, 2025	CITADEL ADVISORS LLC	0.54%	25.12K	1.34M	6.72K	+36.50%
Sep 30, 2025	ONE WEALTH ADVISORS, LLC	0.54%	25.2K	1.34M	-1.51K	-5.64%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.55%	25.37K	1.35M	25.37K	+100.00%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	4.96K	264.48K	-60	-1.19%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.12%	5.71K	304.4K	156	+2.81%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.13%	5.99K	319.04K	611	+11.37%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.13%	6.02K	320.65K	142	+2.42%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.76%	81.45K	4.34M	-198	-0.24%
Sep 30, 2025	RFG ADVISORY, LLC	0.13%	6.21K	330.68K	-133	-2.10%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.34%	15.5K	826.23K	1.18K	+8.22%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	723	38.53K	-212	-22.67%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	1.05K	56.09K	-105	-9.07%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.02%	1.09K	58.3K	-35	-3.10%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	1.19K	63.52K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.03%	1.6K	85.37K	0	0
Sep 30, 2025	UBS GROUP AG	0.03%	1.62K	86.17K	203	+14.36%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.05%	2.33K	124.33K	0	0
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.08%	3.78K	201.59K	3.78K	+100.00%
Sep 30, 2025	KEYSTONE FINANCIAL SERVICES	0.08%	3.78K	201.65K	3.78K	+100.00%
Sep 30, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.08%	3.83K	204K	3.83K	+100.00%
Sep 30, 2025	LIFEPLAN INVESTMENT ADVISORS, INC.	0.08%	3.87K	206.29K	-292	-7.01%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.09%	4.04K	215.18K	-94	-2.27%
Sep 30, 2025	MAIA WEALTH LLC	0.09%	4.27K	232.18K	315	+7.96%
Sep 30, 2025	LPL FINANCIAL LLC	6.58%	304.36K	16.22M	7.7K	+2.59%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	7.79K	396.42K	505	+6.93%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.17%	7.45K	379.08K	-109	-1.44%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	7.65K	389.15K	-1.19K	-13.48%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	18.91K	941.57K	9.99K	+111.91%
Jun 30, 2025	SHARKEY, HOWES & JAVER	0.37%	16.34K	831.1K	8	+0.05%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.44%	19.69K	1M	-862	-4.19%
Jun 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.44%	19.76K	1M	656	+3.43%
Jun 30, 2025	ONE WEALTH ADVISORS, LLC	0.6%	26.7K	1.36M	-905	-3.28%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.61%	27.04K	1.38M	4.98K	+22.56%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.44%	63.99K	3.26M	-2.58K	-3.88%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.8%	80.15K	4.08M	2.64K	+3.41%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.83%	81.64K	4.15M	2.25K	+2.83%
Jun 30, 2025	JPMORGAN CHASE & CO	2.99%	133.21K	6.78M	-8.47K	-5.98%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	5.02K	255.48K	-219	-4.18%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.12%	5.38K	273.42K	123	+2.34%
Jun 30, 2025	INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC	0.18%	8.14K	413K	-3.69K	-31.17%
Jun 30, 2025	ELIOS FINANCIAL GROUP INC.	0.2%	8.71K	443.08K	178	+2.09%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.21%	9.16K	465.79K	-192	-2.05%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.22%	9.6K	488.34K	-2.28K	-19.18%
Jun 30, 2025	LPL FINANCIAL LLC	6.66%	296.66K	15.09M	42.19K	+16.58%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	27.49%	1.22M	62.3M	-31.7K	-2.52%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	33.22%	1.48M	75.28M	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.12%	5.3K	269.77K	132	+2.55%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.12%	5.42K	275.64K	-123	-2.22%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.12%	5.56K	282.59K	-62	-1.10%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.26%	56.27K	2.86M	7.43K	+15.20%
Jun 30, 2025	MGO ONE SEVEN LLC	0.2%	8.81K	447.89K	296	+3.48%
Jun 30, 2025	ASSETMARK, INC	0.68%	30.41K	1.55M	1.9K	+6.66%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	5.82%	259.5K	13.2M	-33.01K	-11.29%
Jun 30, 2025		0.12%	5.38K	273.42K	123	+2.34%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.13%	5.88K	298.82K	-393	-6.27%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.18%	7.96K	404.66K	2.51K	+46.06%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.18%	8.16K	414.81K	290	+3.69%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.2%	8.97K	455.97K	-226	-2.46%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.35%	15.63K	794.92K	-338	-2.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.46%	20.69K	1.05M	440	+2.17%
Jun 30, 2025	CERITY PARTNERS LLC	0.7%	31.32K	1.59M	259	+0.83%
Jun 30, 2025	CWM, LLC	1.55%	69.07K	3.51M	37.83K	+121.10%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	2.45%	109.15K	5.55M	-1.04K	-0.94%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	16.47K	838K	157	+0.96%
Jun 30, 2025	CITADEL ADVISORS LLC	0.41%	18.4K	935.96K	9.24K	+100.83%
Jun 30, 2025	MA PRIVATE WEALTH	0.14%	6.02K	306.19K	0	0
Jun 30, 2025	RFG ADVISORY, LLC	0.14%	6.34K	322.37K	-147	-2.27%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.22%	9.83K	499.99K	1.65K	+20.20%
Jun 30, 2025	SOFI WEALTH, LLC	0.3%	13.15K	668.68K	4.93K	+59.96%
Jun 30, 2025	WEALTH ALLIANCE	0.15%	6.85K	348.48K	-566	-7.63%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	12.14K	617K	429	+3.66%
Jun 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.29%	12.83K	650.25K	-269	-2.05%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	13.27K	674.84K	-807	-5.73%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.32%	14.33K	728.65K	4.4K	+44.33%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	15.12K	768.99K	-1.33K	-8.11%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	14.08K	650.12K	-706	-4.78%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.26%	11.88K	548.73K	3.09K	+35.15%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.18%	8.18K	377.75K	378	+4.85%
Mar 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.29%	13.1K	609.95K	-567	-4.15%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.12%	5.54K	257.03K	2.04K	+58.25%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.16%	7.29K	336.68K	-1.72K	-19.05%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.37%	16.45K	759.97K	-315	-1.88%
Mar 31, 2025		0.19%	8.53K	394.15K	-16	-0.19%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	11.71K	541K	-79	-0.67%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	9.16K	423.24K	-36.99K	-80.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	8.92K	412.24K	-5.95K	-40.02%
Mar 31, 2025	MGO ONE SEVEN LLC	0.19%	8.51K	393.07K	-459	-5.12%
Mar 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.17%	7.56K	349.29K	-172	-2.22%
Mar 31, 2025	RFG ADVISORY, LLC	0.14%	6.49K	299.55K	740	+12.88%
Mar 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.14%	6.27K	289.52K	121	+1.97%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.14%	6.24K	288.43K	-1.48K	-19.16%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.46%	20.56K	949.47K	-2.78K	-11.91%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	9.35K	431.85K	3.44K	+58.29%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	8.84K	408.46K	-33	-0.37%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.18%	7.87K	363.34K	-393	-4.76%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	27.98%	1.26M	58.04M	-16.66K	-1.31%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	32.95%	1.48M	68.36M	0	0
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	6.51%	292.51K	13.51M	-92.54K	-24.03%
Mar 31, 2025	LPL FINANCIAL LLC	5.67%	254.47K	11.75M	20.77K	+8.89%
Mar 31, 2025	CERITY PARTNERS LLC	0.69%	31.06K	1.43M	-625	-1.97%
Mar 31, 2025	ASSETMARK, INC	0.63%	28.51K	1.32M	-2.41K	-7.80%
Mar 31, 2025	ROYAL BANK OF CANADA	0.45%	20.25K	935K	-745	-3.55%
Mar 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.43%	19.1K	882.27K	-2.27K	-10.61%
Mar 31, 2025	SHARKEY, HOWES & JAVER	0.36%	16.33K	754.39K	-847	-4.93%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.22%	9.93K	458.48K	4.44K	+80.83%
Mar 31, 2025	WEALTH ALLIANCE	0.17%	7.42K	342.59K	-757	-9.26%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.13%	5.62K	259.5K	-485	-7.95%
Mar 31, 2025	JPMORGAN CHASE & CO	3.15%	141.68K	6.54M	-8.99K	-5.97%
Mar 31, 2025	SOFI WEALTH, LLC	0.18%	8.22K	379.63K	6.91K	+529.81%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.18%	8.18K	377.75K	378	+4.85%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	2.45%	110.19K	5.09M	-608	-0.55%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	16.32K	754K	-1.19K	-6.78%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.36%	15.97K	737.52K	-1.82K	-10.21%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.2%	9.19K	424.54K	-156	-1.67%
Mar 31, 2025	MA PRIVATE WEALTH	0.13%	6.02K	278.06K	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.55%	24.51K	1.13M	-1.72K	-6.56%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.59%	26.52K	1.21M	0	0
Mar 31, 2025	ONE WEALTH ADVISORS, LLC	0.61%	27.61K	1.28M	-6K	-17.84%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.48%	66.57K	3.08M	204	+0.31%
Mar 31, 2025	FLOW TRADERS U.S. LLC	1.77%	79.4K	3.67M	79.4K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.73%	77.51K	3.58M	8.45K	+12.23%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.09%	48.84K	2.26M	48.84K	+100.00%
Mar 31, 2025	CWM, LLC	0.7%	31.24K	1.44M	-42.5K	-57.63%
Mar 31, 2025	JANE STREET GROUP, LLC	0.51%	22.74K	1.05M	22.74K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.49%	22.06K	1.02M	390	+1.80%

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