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

Who are the major shareholders selling NYLI Merger Arbitrage ETF stock?

RESOURCES INVESTMENT ADVISORS, LLC., in the last quarter, reduced its stake in MNA by -17.27% restricting it's holding to 17.92 thousand shares of worth nearly $653.62K. LEGACY FINANCIAL STRATEGIES, LLC also lessened -6.04% of the MNA shares from its portfolio, reducing its holding to 8.09 thousand shares of worth $295.19K. AMERIPRISE FINANCIAL INC also shunned MNA shares holding by -0.42% last quarter which brought its holding to 143.94 thousand shares worth $5.25M.

Investors who are buying MNA stock?

As per its latest 13F filing, HYUNDAI INVESTMENTS CO., LTD. increased its stake in MNA by 72.17% in the last quarter. The institutional holder raised its holding to 17.27 thousand shares having worth more than $630.34K. BRINKER CAPITAL INVESTMENTS, LLC also added 6.06% more shares of MNA to its portfolio, raising its holding to 21.72 thousand shares of worth $792.37K. CIBC BANCORP USA INC. also increased its MNA shares holding by 100% which brought its holding to 10.51 thousand shares worth $383.22K.

MNA's major insiders: who are they?

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

Did an insider recently sell MNA stock?

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

Which insider recently purchased MNA stock?

There have been 0 transaction(s) during the past 6-months in which NYLI Merger Arbitrage ETF insiders have bought stock, totalling 0 shares

How much of MNA does insiders own?

Around 0 NYLI Merger Arbitrage ETF shares are held by insiders, which represents about N/A of MNA stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MNA?

HYUNDAI INVESTMENTS CO., LTD. is the largest institutional owner in MNA which holds 17.27 thousand shares worth $630.34K or 0.25% of the total MNA shares outstanding followed by RESOURCES INVESTMENT ADVISORS, LLC. with ownership of 17.92 thousand shares representing 0.26% of the MNA ownership. BRINKER CAPITAL INVESTMENTS, LLC is the third largest stakeholder with 21.72 thousand shares or 0.32% of the ownership worth more than $792.37K.

Is NYLI Merger Arbitrage 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 MNA is concerned, it is a stock which is optionable.

Is there a short position on MNA's shares?

Number of MNA 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 MNA shares are there?

As of today, null shares of MNA are outstanding.

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

MNA 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 MNA is null.

NYLI Merger Arbitrage ETF (MNA) 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. HYUNDAI INVESTMENTS CO., LTD. is the top corporate investor, holding 17.27K shares valued at $630.34K. A 0.25% stake in NYLI Merger Arbitrage ETF is owned by the company. RESOURCES INVESTMENT ADVISORS, LLC. owns 17.92K shares valued at $653.62K, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HYUNDAI INVESTMENTS CO., LTD.	0.25%	17.27K	630.34K	7.24K	+72.17%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.26%	17.92K	653.62K	-3.74K	-17.27%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.32%	21.72K	792.37K	1.24K	+6.06%
Jun 30, 2026	CIBC BANCORP USA INC.	0.15%	10.51K	383.22K	10.51K	+100.00%
Jun 30, 2026	LEGACY FINANCIAL STRATEGIES, LLC	0.12%	8.09K	295.19K	-520	-6.04%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	2.1%	144.59K	5.27M	3.1K	+2.19%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.09%	143.94K	5.25M	-600	-0.42%
Jun 30, 2026	ROYAL BANK OF CANADA	1.45%	99.58K	3.63M	-3.62K	-3.51%
Jun 30, 2026	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.85%	58.22K	2.12M	-1.92K	-3.20%
Jun 30, 2026	CITADEL ADVISORS LLC	0.84%	57.95K	2.11M	4.13K	+7.66%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	44.94K	1.64M	-3.23K	-6.70%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.59%	40.96K	1.49M	780	+1.94%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.56%	38.33K	1.4M	-25.62K	-40.06%
Jun 30, 2026	FOCUS FINANCIAL NETWORK, INC.	0.25%	17.34K	632.37K	-807	-4.45%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.55%	37.95K	1.38M	-1.43K	-3.63%
Jun 30, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.53%	36.59K	1.33M	3.84K	+11.73%
Jun 30, 2026	LIBERTY SQUARE WEALTH PARTNERS LLC	0.38%	26.26K	958.03K	-1.78K	-6.36%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	24.44K	891.41K	-848	-3.35%
Jun 30, 2026	COLLABORATIVE FUND ADVISORS, LLC	0.45%	30.82K	1.12M	-30.14K	-49.44%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.25%	17.51K	638.9K	218	+1.26%
Jun 30, 2026	OPPENHEIMER & CO INC	0.17%	11.41K	416.09K	-145	-1.26%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.17%	11.78K	429.67K	1.87K	+18.86%
Jun 30, 2026	ESL TRUST SERVICES, LLC	0.01%	693	25.28K	-260	-27.28%
Jun 30, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.02%	1.43K	52.23K	124	+9.48%
Jun 30, 2026	IFP ADVISORS, INC	0.02%	1.57K	57.2K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.03%	2.34K	85.25K	400	+20.65%
Jun 30, 2026	MRP CAPITAL INVESTMENTS, LLC	0.07%	5K	182.4K	-100	-1.96%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.08%	5.54K	202.02K	5.54K	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.09%	6.4K	233.55K	6.4K	+100.00%
Jun 30, 2026	GREENWOOD CAPITAL ASSOCIATES LLC	0.09%	6.46K	235.77K	6.46K	+100.00%
Jun 30, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.1%	6.7K	244.37K	0	0
Jun 30, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.1%	6.7K	244.37K	6.7K	+100.00%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.1%	6.72K	245.07K	0	0
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.1%	6.83K	249.29K	578	+9.24%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	7.85K	286.39K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.01%	69.43K	2.53M	17.02K	+32.47%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	1.05%	72.29K	2.64M	-3.64K	-4.79%
Jun 30, 2026	LPL FINANCIAL LLC	1.13%	77.61K	2.83M	1.49K	+1.96%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	1.16%	80K	2.92M	24.6K	+44.41%
Jun 30, 2026	KINGSWOOD WEALTH ADVISORS, LLC	1.16%	80.08K	2.92M	2.94K	+3.82%
Jun 30, 2026	ATRIA INVESTMENTS, INC	1.17%	80.93K	2.95M	24.49K	+43.38%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	1.72%	118.49K	4.32M	645	+0.55%
Jun 30, 2026	SAVANT CAPITAL, LLC	2.14%	147.78K	5.38M	73.25K	+98.29%
Jun 30, 2026	ONE CAPITAL MANAGEMENT, LLC	2.62%	180.67K	6.57M	180.67K	+100.00%
Jun 30, 2026	ASPIRIANT, LLC	2.64%	181.89K	6.64M	11.67K	+6.86%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.72%	187.25K	6.83M	-3.78K	-1.98%
Jun 30, 2026	OPPENHEIMER ASSET MANAGEMENT INC.	4.58%	315.32K	11.5M	31.4K	+11.06%
Jun 30, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8.3%	571.65K	20.85M	17.35K	+3.13%
Jun 30, 2026	MORGAN STANLEY	10.01%	689.81K	25.16M	-36.28K	-5.00%
Jun 30, 2026	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	13.9%	957.75K	34.94M	190.43K	+24.82%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.12%	8.45K	308.36K	2.35K	+38.44%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.14%	9.33K	340.37K	-739	-7.34%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.14%	9.97K	363.85K	-281	-2.74%
Jun 30, 2026	CITY CENTER ADVISORS, LLC	0.14%	9.98K	364.14K	843	+9.22%
Jun 30, 2026	RHS FINANCIAL, LLC	0.17%	11.38K	414.95K	4.51K	+65.58%
Jun 30, 2026	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.19%	13.01K	474.53K	-2.03K	-13.52%
Jun 30, 2026	GOOD STEWARD WEALTH ADVISORS,LLC	0.2%	13.58K	495.25K	193	+1.44%
Jun 30, 2026	INTEGRATED ADVISORS NETWORK LLC	0.2%	13.63K	497.07K	366	+2.76%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	15.87K	579K	-4.42K	-21.80%
Jun 30, 2026	OLD NATIONAL BANCORP /IN/	0.23%	15.92K	580.75K	-1.31K	-7.58%
Jun 30, 2026	ADVISOR RESOURCE COUNCIL	0.24%	16.36K	591.74K	1.35K	+8.98%
Jun 30, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.24%	16.41K	598.67K	-997	-5.73%
Jun 30, 2026		0.15%	10.51K	383.22K	10.51K	+100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	2.3%	158.23K	5.77M	12.16K	+8.32%
Mar 31, 2026	OPPENHEIMER ASSET MANAGEMENT INC.	4.12%	283.92K	10.32M	28.27K	+11.06%
Mar 31, 2026	RHS FINANCIAL, LLC	0.1%	6.87K	249.73K	553	+8.75%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.25%	17.3K	628.71K	774	+4.68%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	20.29K	738K	-825	-3.91%
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0.19%	13.26K	482K	114	+0.87%
Mar 31, 2026	GOOD STEWARD WEALTH ADVISORS,LLC	0.19%	13.38K	486.47K	987	+7.96%
Mar 31, 2026	ADVISOR RESOURCE COUNCIL	0.22%	15.01K	545.69K	1.05K	+7.55%
Mar 31, 2026	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.22%	15.04K	546.78K	-244	-1.60%
Mar 31, 2026	OLD NATIONAL BANCORP /IN/	0.25%	17.23K	626.13K	1.33K	+8.37%
Mar 31, 2026	CITY CENTER ADVISORS, LLC	0.13%	9.14K	332.2K	2.07K	+29.36%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	9.91K	360.17K	-2.7K	-21.41%
Mar 31, 2026	HYUNDAI INVESTMENTS CO., LTD.	0.15%	10.03K	362.99K	-2.12K	-17.48%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.15%	10.07K	366.02K	-2.66K	-20.88%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.15%	10.26K	372.77K	15	+0.15%
Mar 31, 2026	OPPENHEIMER & CO INC	0.17%	11.55K	419.88K	844	+7.88%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.3%	20.48K	744.45K	-913	-4.27%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	21.66K	787.21K	-8.83K	-28.96%
Mar 31, 2026	LIBERTY SQUARE WEALTH PARTNERS LLC	0.41%	28.05K	1.02M	-7.47K	-21.03%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.48%	32.75K	1.19M	32.75K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.53%	36.29K	1.32M	-41.43K	-53.30%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.57%	39.38K	1.43M	-64.34K	-62.03%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.58%	40.18K	1.45M	3.56K	+9.71%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.82%	56.44K	2.05M	48.13K	+578.96%
Mar 31, 2026	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.87%	60.15K	2.19M	-490	-0.81%
Mar 31, 2026	SAVANT CAPITAL, LLC	1.08%	74.53K	2.71M	-122	-0.16%
Mar 31, 2026	MCADAM, LLC	0.15%	10.45K	379.82K	48	+0.46%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	2.12%	146.08K	5.23M	6.01K	+4.29%
Mar 31, 2026	ASPIRIANT, LLC	2.47%	170.22K	6.19M	18.55K	+12.23%
Mar 31, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.11%	7.53K	273.57K	0	0
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	7.85K	285.37K	-430	-5.19%
Mar 31, 2026	LEGACY FINANCIAL STRATEGIES, LLC	0.13%	8.61K	313.05K	2.2K	+34.21%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.77%	191.04K	6.94M	-80.13K	-29.55%
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8.05%	554.3K	20.15M	6.73K	+1.23%
Mar 31, 2026	MORGAN STANLEY	10.54%	726.09K	26.39M	6.16K	+0.86%
Mar 31, 2026	CITADEL ADVISORS LLC	0.78%	53.82K	1.96M	28.28K	+110.67%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.93%	63.96K	2.32M	-1.62K	-2.47%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	1.1%	75.92K	2.76M	-2.39K	-3.05%
Mar 31, 2026	ROYAL BANK OF CANADA	1.5%	103.21K	3.75M	-12.56K	-10.85%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	2.05%	141.49K	5.14M	-2.66K	-1.84%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.07%	144.54K	5.25M	-140K	-49.20%
Mar 31, 2026	BANK OF JACKSON HOLE TRUST	0.01%	500	18.18K	0	0
Mar 31, 2026	SCARBOROUGH ADVISORS, LLC	0.01%	673	24.46K	0	0
Mar 31, 2026	ESL TRUST SERVICES, LLC	0.01%	953	34.64K	-1.43K	-60.01%
Mar 31, 2026	CWM, LLC	0.01%	1K	36.39K	0	0
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.02%	1.31K	47.54K	-328	-20.05%
Mar 31, 2026	IFP ADVISORS, INC	0.02%	1.57K	57K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	1.94K	70.41K	1.94K	+100.00%
Mar 31, 2026	MRP CAPITAL INVESTMENTS, LLC	0.07%	5.1K	185.39K	0	0
Mar 31, 2026		0.89%	60.97K	2.22M	60.97K	+100.00%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.09%	6.26K	227.4K	-109	-1.71%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.1%	6.7K	243.64K	6.7K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.1%	6.72K	244.2K	1.01K	+17.69%
Mar 31, 2026	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.25%	17.41K	632.78K	17.41K	+100.00%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.26%	18.14K	659.46K	-1.5K	-7.65%
Mar 31, 2026	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	11.14%	767.32K	27.89M	-90.09K	-10.51%
Mar 31, 2026	LPL FINANCIAL LLC	1.11%	76.12K	2.77M	-8.1K	-9.61%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	1.12%	77.13K	2.8M	-34.86K	-31.13%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.7%	48.16K	1.75M	-3.71K	-7.15%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.37%	25.28K	919.04K	-1.35K	-5.07%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.76%	52.41K	1.91M	1.33K	+2.61%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.8%	55.4K	2.01M	48.11K	+660.82%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	1.71%	117.84K	4.26M	12.12K	+11.47%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.18%	12.73K	455.47K	-629	-4.71%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	6.11K	218.53K	0	0
Dec 31, 2025	MORGAN STANLEY	10.33%	719.94K	25.77M	24.57K	+3.53%
Dec 31, 2025	ASPIRIANT, LLC	2.08%	151.67K	5.43M	10.01K	+7.07%
Dec 31, 2025	LPL FINANCIAL LLC	1.21%	84.21K	3.01M	-24.84K	-22.78%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	51.88K	1.86M	-3.53K	-6.36%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.73%	51.08K	1.83M	-771	-1.49%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.31%	21.39K	765.66K	248	+1.17%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.24%	16.52K	591.32K	320	+1.98%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	6.24K	223.14K	-39	-0.62%
Dec 31, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.09%	6.42K	229.66K	-27	-0.42%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	6.37K	227.81K	176	+2.84%
Dec 31, 2025	RHS FINANCIAL, LLC	0.09%	6.32K	226.09K	-3.38K	-34.83%
Dec 31, 2025	OLD NATIONAL BANCORP /IN/	0.22%	15.9K	568.88K	76	+0.48%
Dec 31, 2025	ADVISOR RESOURCE COUNCIL	0.2%	13.96K	503.61K	13.96K	+100.00%
Dec 31, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.21%	15.29K	551.14K	-774	-4.82%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	19.69K	704.7K	363	+1.88%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	21.11K	756K	-1.2K	-5.37%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	26.63K	953.2K	17.69K	+197.71%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.12%	78.31K	2.8M	-5.46K	-6.52%
Dec 31, 2025	COMERICA BANK	0.03%	1.85K	66.32K	141	+8.24%
Dec 31, 2025	ESL TRUST SERVICES, LLC	0.03%	2.38K	85.29K	-600	-20.11%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.04%	3.05K	109.23K	0	0
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	7.5%	547.57K	19.6M	280	+0.05%
Dec 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	3.5%	255.65K	9.15M	-12.07K	-4.51%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	2.07%	144.15K	5.16M	144.15K	+100.00%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.05%	3.7K	132K	88	+2.44%
Dec 31, 2025	MRP CAPITAL INVESTMENTS, LLC	0.07%	5.1K	182.53K	100	+2.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.08%	5.71K	204.29K	5.55K	+3,467.50%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	6.14K	219.68K	-2.69K	-30.46%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.09%	6.73K	242.29K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	1.66%	115.76K	4.14M	25.34K	+28.02%
Dec 31, 2025	CITADEL ADVISORS LLC	0.37%	25.55K	914.4K	2.98K	+13.22%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.44%	30.48K	1.09M	-7.35K	-19.43%
Dec 31, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.51%	35.51K	1.27M	-16.65K	-31.92%
Dec 31, 2025	HILLTOP HOLDINGS INC.	0.16%	11.02K	394.44K	-271	-2.40%
Dec 31, 2025	HYUNDAI INVESTMENTS CO., LTD.	0.17%	12.15K	436.21K	12.15K	+100.00%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	1.61%	111.99K	4.01M	3.38K	+3.11%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	12.61K	451.25K	-6.54K	-34.14%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.19%	13.15K	470.5K	-7	-0.05%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.49%	103.72K	3.71M	33.04K	+46.75%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	1.52%	105.72K	3.78M	-3.09K	-2.84%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	2.01%	140.07K	5.01M	-1.61K	-1.14%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	4.09%	284.54K	10.19M	94.82K	+49.98%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	19.91K	713K	-246	-1.22%
Dec 31, 2025	NBC SECURITIES, INC.	0.02%	1.43K	51.14K	0	0
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.02%	1.64K	58.54K	1.22K	+293.27%
Dec 31, 2025	IFP ADVISORS, INC	0.02%	1.57K	56.12K	26	+1.69%
Dec 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	11.74%	857.41K	30.69M	86.92K	+11.28%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.53%	36.62K	1.31M	16.83K	+85.04%
Dec 31, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.83%	60.64K	2.17M	-1.04K	-1.68%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.94%	65.58K	2.35M	22.95K	+53.84%
Dec 31, 2025	JANE STREET GROUP, LLC	1.06%	77.72K	2.78M	42.78K	+122.46%
Dec 31, 2025	SAVANT CAPITAL, LLC	1.07%	74.65K	2.67M	-406	-0.54%
Dec 31, 2025	CITY CENTER ADVISORS, LLC	0.1%	7.07K	252.85K	7.07K	+100.00%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.1%	7.28K	260.59K	7.28K	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.15%	10.71K	383.2K	-555	-4.93%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.27%	19.64K	703.07K	-57	-0.29%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.89%	271.16K	9.7M	-10.6K	-3.76%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	8.28K	296.38K	-1.51K	-15.38%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.1%	7.53K	269.36K	0	0
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.09%	6.34K	227.69K	-2.82K	-30.80%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.11%	8.31K	297.52K	8.31K	+100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.14%	9.83K	351.78K	-782	-7.37%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.15%	10.24K	366.49K	162	+1.61%
Dec 31, 2025	MCADAM, LLC	0.15%	10.4K	372.25K	1.15K	+12.39%
Dec 31, 2025	GOOD STEWARD WEALTH ADVISORS,LLC	0.17%	12.4K	443.65K	341	+2.83%
Sep 30, 2025	MCADAM, LLC	0.13%	9.25K	332.22K	364	+4.09%
Sep 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.09%	6.44K	231.34K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	6.27K	225.22K	-350	-5.28%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	1.53%	108.62K	3.9M	45.79K	+72.89%
Sep 30, 2025	SAVANT CAPITAL, LLC	1.06%	75.05K	2.69M	-51	-0.07%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.19%	13.36K	479.46K	-737	-5.23%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1%	70.68K	2.54M	28.28K	+66.71%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.78%	55.4K	1.99M	-16.55K	-23.00%
Sep 30, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.74%	52.17K	1.87M	-22.04K	-29.70%
Sep 30, 2025	JANE STREET GROUP, LLC	0.49%	34.94K	1.25M	34.94K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.73%	51.85K	1.86M	45.12K	+670.99%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.53%	37.84K	1.36M	-13.98K	-26.97%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.28%	19.7K	707.27K	269	+1.38%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	8.95K	321.18K	-1.22K	-11.97%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	8.83K	316.85K	8.83K	+100.00%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.1%	6.73K	241.07K	0	0
Sep 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.23%	16.06K	576.55K	-566	-3.40%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.13%	9.33K	335.06K	9.33K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.32%	22.57K	810.08K	-10.36K	-31.46%
Sep 30, 2025	OLD NATIONAL BANCORP /IN/	0.22%	15.82K	567.9K	-583	-3.55%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	22.31K	801K	860	+4.01%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	19.33K	693.83K	-23	-0.12%
Sep 30, 2025	ROYAL BANK OF CANADA	1.28%	90.42K	3.25M	13.24K	+17.16%
Sep 30, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.87%	61.67K	2.21M	-72	-0.12%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	1.54%	108.8K	3.91M	-52.72K	-32.64%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	20.15K	724K	20.15K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.23%	16.2K	581.65K	681	+4.39%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.19%	13.15K	472.19K	-320	-2.38%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.15%	10.61K	380.94K	40	+0.38%
Sep 30, 2025	WORTH ASSET MANAGEMENT, LLC	0.14%	10.1K	362.7K	10.1K	+100.00%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.14%	10.08K	361.8K	1.69K	+20.21%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.14%	9.79K	351.31K	-100	-1.01%
Sep 30, 2025	RHS FINANCIAL, LLC	0.14%	9.69K	347.98K	918	+10.46%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.28%	19.79K	710.5K	-6.17K	-23.77%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	19.14K	685.63K	-755	-3.79%
Sep 30, 2025	GOOD STEWARD WEALTH ADVISORS,LLC	0.17%	12.06K	432.78K	12.06K	+100.00%
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.16%	11.29K	405.38K	11.29K	+100.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.16%	11.26K	404.31K	-3.92K	-25.83%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	6.19K	222.19K	-183	-2.87%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.04%	3.05K	109.57K	0	0
Sep 30, 2025	ESL TRUST SERVICES, LLC	0.04%	2.98K	107.09K	-2.2K	-42.45%
Sep 30, 2025	CWM, LLC	0.02%	1.28K	46K	-272	-17.51%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	1.23K	44.21K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	689	24.74K	0	0
Sep 30, 2025	BANK OF JACKSON HOLE TRUST	0.01%	500	17.95K	0	0
Sep 30, 2025	HHM WEALTH ADVISORS, LLC	0.01%	447	16.05K	-1.71K	-79.28%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	416	14.93K	-5.4K	-92.85%
Sep 30, 2025	UBS GROUP AG	0.01%	382	13.71K	194	+103.19%
Sep 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	300	10.77K	0	0
Sep 30, 2025	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0%	256	9.19K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	160	5.74K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	134	4.81K	-879	-86.77%
Sep 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	10.88%	770.49K	27.66M	15.17K	+2.01%
Sep 30, 2025	MORGAN STANLEY	9.82%	695.37K	24.96M	-28.93K	-3.99%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.6%	42.63K	1.53M	-9.96K	-18.94%
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	7.73%	547.29K	19.65M	23.78K	+4.54%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.98%	281.76K	10.12M	98.89K	+54.08%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	3.78%	267.72K	9.61M	-1.06K	-0.39%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.68%	189.72K	6.81M	17.92K	+10.43%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	2%	141.68K	5.09M	8.79K	+6.61%
Sep 30, 2025	ASPIRIANT, LLC	2%	141.66K	5.09M	9.98K	+7.58%
Sep 30, 2025	LPL FINANCIAL LLC	1.54%	109.05K	3.91M	20.51K	+23.16%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.13%	9.17K	327.94K	9.17K	+100.00%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.11%	7.53K	270.18K	0	0
Sep 30, 2025	GTS SECURITIES LLC	0.42%	29.78K	1.07M	29.78K	+100.00%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.3%	21.15K	759.11K	14	+0.07%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.18%	83.77K	3.01M	-9.06K	-9.76%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.01%	673	23.74K	673	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.31%	21.13K	745.29K	1.16K	+5.80%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.34%	92.83K	3.27M	-10.98K	-10.57%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.15%	10.57K	372.84K	41	+0.39%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.2%	13.47K	475.19K	-51	-0.38%
Jun 30, 2025	OPPENHEIMER & CO INC	0.22%	15.18K	535.54K	15.18K	+100.00%
Jun 30, 2025	ACAS, LLC	0.62%	42.71K	1.53M	-551	-1.27%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0.03%	2.16K	76.08K	2.16K	+100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.04%	3.05K	107.65K	0	0
Jun 30, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.09%	6.44K	227.28K	-203	-3.05%
Jun 30, 2025		0.11%	7.53K	265.44K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	1.12%	77.18K	2.72M	1.08K	+1.42%
Jun 30, 2025	RHS FINANCIAL, LLC	0.13%	8.78K	309.49K	-2.01K	-18.66%
Jun 30, 2025	MCADAM, LLC	0.13%	8.89K	313.55K	-486	-5.18%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.14%	9.89K	348.67K	833	+9.20%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	6.37K	224.74K	6.37K	+100.00%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.75%	51.81K	1.83M	-31.97K	-38.16%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.04%	71.95K	2.54M	-59.25K	-45.16%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	10.16K	358.44K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.22%	15.52K	547.43K	444	+2.94%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.24%	16.4K	578.5K	-27	-0.16%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.24%	16.63K	586.4K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	19.35K	682.48K	1.21K	+6.68%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.28%	19.43K	685.37K	103	+0.53%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	21.45K	757K	1.85K	+9.46%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.3%	20.89K	736.65K	20.89K	+100.00%
Jun 30, 2025	SAVANT CAPITAL, LLC	1.09%	75.11K	2.65M	-1.46K	-1.90%
Jun 30, 2025	LPL FINANCIAL LLC	1.28%	88.54K	3.12M	-9.21K	-9.43%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.38%	25.96K	915.68K	-520	-1.96%
Jun 30, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.89%	61.75K	2.18M	-1.28K	-2.03%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	88	3.1K	-419	-82.64%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	164	5.79K	164	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	215	7.58K	0	0
Jun 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	300	10.58K	0	0
Jun 30, 2025	RETIREFUL, LLC	0.55%	38.22K	1.35M	38.22K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	19.9K	701.68K	11.36K	+132.99%
Jun 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	10.94%	755.33K	26.64M	-50.13K	-6.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.76%	52.59K	1.85M	-8.12K	-13.38%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.05%	3.64K	128K	0	0
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.11%	7.53K	265.44K	0	0
Jun 30, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	1.08%	74.21K	2.62M	-11.77K	-13.69%
Jun 30, 2025	CITADEL ADVISORS LLC	0.48%	32.92K	1.16B	32.92K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.49%	171.8K	6.06M	71.11K	+70.62%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.65%	182.87K	6.45M	-62.28K	-25.40%
Jun 30, 2025	MORGAN STANLEY	10.49%	724.29K	25.55B	83.62K	+13.05%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.1%	6.73K	240.33K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	1.01K	35.73K	1.01K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	689	24.3K	0	0
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.12%	8.38K	295.7K	2.54K	+43.37%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	6.62K	233.61K	189	+2.94%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	6.73K	237.19K	-1.06K	-13.59%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	42.4K	1.5M	2.19K	+5.45%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.91%	62.82K	2.22M	17.26K	+37.88%
Jun 30, 2025	ASPIRIANT, LLC	1.91%	131.68K	4.64M	6.03K	+4.80%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	2.34%	161.53K	5.7M	161.53K	+100.00%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	3.89%	268.78K	9.48M	15.85K	+6.27%
Jun 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	7.59%	523.51K	18.46M	2.39K	+0.46%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	1.23K	43.43M	1.23K	+100.00%
Jun 30, 2025	FMR LLC	0.02%	1.41K	49.87M	621	+78.31%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.08%	5.82K	205.24K	5.82K	+100.00%
Jun 30, 2025	ESL TRUST SERVICES, LLC	0.08%	5.18K	182.8K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.2%	14.09K	497.04K	-3.99K	-22.06%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.93%	132.89K	4.69M	17.68K	+15.35%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	572	20.2K	-33	-5.45%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	10.16K	348.58K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.1%	6.73K	231K	-1.01K	-13.04%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.29%	19.33K	662.99K	504	+2.68%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.72%	115.21K	3.95M	6.88K	+6.35%
Mar 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	7.76%	521.12K	17.87M	49.57K	+10.51%
Mar 31, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.25%	16.63K	570.27K	-364	-2.14%
Mar 31, 2025	ASPIRIANT, LLC	1.87%	125.65K	4.31M	19.11K	+17.94%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.95%	131.2K	4.5M	-12.27K	-8.55%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.3%	19.97K	685.08K	-1.07K	-5.08%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.39%	26.48K	909.52K	-4.39K	-14.22%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.3%	19.97K	685.08K	-1.07K	-5.08%
Mar 31, 2025	LEGACY FINANCIAL STRATEGIES, LLC	0.1%	6.65K	227.99K	-1.89K	-22.16%
Mar 31, 2025	GREENLEAF TRUST	0.23%	15.6K	535.08K	-32.72K	-67.72%
Mar 31, 2025	OLD NATIONAL BANCORP /IN/	0.24%	16.43K	563.51K	-37	-0.22%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.27%	18.08K	620.19K	-31.16K	-63.28%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	18.14K	622.17K	-264	-1.43%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	40.21K	1.38M	2.78K	+7.43%
Mar 31, 2025	ACAS, LLC	0.64%	43.26K	1.49M	-1.74K	-3.86%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.68%	45.57K	1.56M	-7.36K	-13.90%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.9%	60.71K	2.08M	13.3K	+28.05%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.05%	3.64K	125K	0	0
Mar 31, 2025	ESL TRUST SERVICES, LLC	0.08%	5.18K	177.78K	-625	-10.76%
Mar 31, 2025	SUMMIT FINANCIAL, LLC	0.09%	5.85K	200.59K	5.85K	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.09%	6.04K	207K	6.04K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	8.54K	292.97K	-5.05K	-37.17%
Mar 31, 2025	RHS FINANCIAL, LLC	0.16%	10.79K	370.03K	-3.19K	-22.83%
Mar 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.2%	13.52K	463.87K	-1.39K	-9.33%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.22%	15.08K	517.14K	-178	-1.17%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.25%	83.78K	2.87M	-17.22K	-17.05%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.5%	100.69K	3.45M	16.99K	+20.30%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.55%	103.8K	3.56M	-9.58K	-8.45%
Mar 31, 2025	Q3 ASSET MANAGEMENT	1.65%	110.7K	3.8M	110.7K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.65%	245.15K	8.41M	-13.45K	-5.20%
Mar 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	3.77%	252.93K	8.68M	857	+0.34%
Mar 31, 2025	MORGAN STANLEY	9.54%	640.67K	21.98M	19.04K	+3.06%
Mar 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	12%	805.46K	27.63M	-279.12K	-25.74%
Mar 31, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.94%	63.03K	2.16M	-1.74K	-2.68%
Mar 31, 2025	ROYAL BANK OF CANADA	1.13%	76.1K	2.61M	19.29K	+33.95%
Mar 31, 2025	SAVANT CAPITAL, LLC	1.14%	76.56K	2.63M	-14.76K	-16.16%
Mar 31, 2025	LPL FINANCIAL LLC	1.46%	97.76K	3.35M	-8.77K	-8.23%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.75K	59.88K	1.75K	+100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	3.05K	104.69K	-1.5K	-32.97%
Mar 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.1%	6.73K	232.66K	0	0
Mar 31, 2025		0.11%	7.53K	258.14K	-300	-3.83%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	7.78K	266.96K	-73	-0.93%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.13%	9.05K	310.51K	-4.05K	-30.89%
Mar 31, 2025	MCADAM, LLC	0.14%	9.38K	321.6K	-542	-5.46%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.16%	10.53K	361.18K	10.53K	+100.00%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	6.44K	220.71K	-444	-6.45%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	19.6K	672K	12.54K	+177.70%
Mar 31, 2024	RHS FINANCIAL, LLC	0.1%	8.77K	276.05K	-862	-8.95%
Mar 31, 2024	MORGAN STANLEY	7.12%	665.32K	20.94M	-18.61K	-2.72%
Mar 31, 2024	ROGCO, LP	0.05%	4.38K	137.98K	0	0
Mar 31, 2024	STEPHENS INC /AR/	0.09%	8.04K	253.07K	8.04K	+100.00%
Mar 31, 2024	ESL TRUST SERVICES, LLC	0.1%	8.27K	260.43K	-1.57K	-15.97%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.1%	8.41K	264.68K	8.41K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	9.37K	295K	21	+0.22%
Mar 31, 2024	MCADAM, LLC	0.1%	8.6K	270.67K	722	+9.17%
Mar 31, 2024	LEGACY FINANCIAL STRATEGIES, LLC	0.12%	10.17K	320.25K	-35	-0.34%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.13%	11.07K	348K	347	+3.24%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	13.27K	417.86K	1.55K	+13.24%
Mar 31, 2024	INTEGRATED ADVISORS NETWORK LLC	0.17%	14.23K	447.8K	-706	-4.73%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.17%	14.86K	467.73K	-106	-0.71%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.19%	17.93K	564.56K	-57.46K	-76.21%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.19%	16.53K	520.38K	309	+1.90%
Mar 31, 2024	EUDAIMONIA PARTNERS, LLC	0.21%	18K	566.61K	587	+3.37%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.22%	18.52K	571.8K	18.52K	+100.00%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.23%	19.78K	622.58K	-586	-2.88%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.24%	20.3K	638.92K	1.76K	+9.51%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.24%	20.38K	641K	-16.31K	-44.46%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.26%	22.37K	704.09K	-20.99K	-48.41%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.34%	28.79K	906.17K	-8.85K	-23.51%
Mar 31, 2024	ROYAL BANK OF CANADA	0.38%	35.49K	1.12M	731	+2.10%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	1.01%	86.38K	2.72M	-4.55K	-5.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.18%	110.4K	3.51M	4.27K	+4.02%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.36%	313.59K	9.87M	59.21K	+23.27%
Mar 31, 2024	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	5.36%	458.01K	14.42M	3.57K	+0.78%
Mar 31, 2024	COLONY GROUP, LLC	0.12%	10.57K	333K	-181	-1.68%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.47%	43.69K	1.38M	1.67K	+3.96%
Mar 31, 2024	JANE STREET GROUP, LLC	0.52%	48.2K	1.52M	-726.01K	-93.77%
Mar 31, 2024	ACAS, LLC	0.57%	48.7K	1.53M	-467	-0.95%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.59%	50.78K	1.6B	-5.64K	-10.00%
Mar 31, 2024	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.71%	60.26K	1.9M	473	+0.79%
Mar 31, 2024	CITADEL ADVISORS LLC	0.78%	73.27K	2.31M	-34.65K	-32.11%
Mar 31, 2024	GREENLEAF TRUST	0.9%	77.1K	2.43M	-261.59K	-77.24%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	314	9.9K	314	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	431	13.59K	-519	-54.63%
Mar 31, 2024	UBS GROUP AG	0.01%	471	14.83K	-1.31K	-73.51%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	475	14.95K	-298	-38.55%
Mar 31, 2024	SCARBOROUGH ADVISORS, LLC	0.01%	673	21.19K	0	0
Mar 31, 2024	SACHETTA, LLC	0.01%	1.23K	38.61K	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.02%	1.4K	44.07K	1.4K	+100.00%
Mar 31, 2024	PINNACLE BANCORP, INC.	0.02%	1.58K	49.86K	0	0
Mar 31, 2024	CWM, LLC	0.02%	1.78K	56K	-6.62K	-78.82%
Mar 31, 2024	GLOBAL TRUST ASSET MANAGEMENT, LLC	0.02%	1.99K	62.61K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.02%	2.09K	65.67K	458	+28.13%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	2.24K	70.35K	-4.63K	-67.43%
Mar 31, 2024	SAVANT CAPITAL, LLC	1.24%	105.87K	3.33M	-10.92K	-9.35%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	1.39%	119.23K	3.75M	-5.12K	-4.12%
Mar 31, 2024	PERSONAL CFO SOLUTIONS, LLC	1.4%	119.43K	3.76M	1.36K	+1.16%
Mar 31, 2024	ASPIRIANT, LLC	1.59%	135.68K	4.27M	-27.24K	-16.72%
Mar 31, 2024	LPL FINANCIAL LLC	1.75%	163.89K	5.16M	-197.75K	-54.68%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	2.01%	172.14K	5.42M	-32.47K	-15.87%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	2.36%	201.93K	6.36M	74.14K	+58.01%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.34%	31.87K	1M	-63.93K	-66.73%
Mar 31, 2024	EUDAIMONIA ADVISORS LLC	0.34%	29.44K	926.67K	2.31K	+8.51%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.78%	259.87K	8.18M	-67.78K	-20.69%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.01%	281.12K	8.85M	-91.7K	-24.60%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	5.53%	472.5K	14.87M	472.5K	+100.00%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	5.55%	473.97K	14.97M	194.37K	+69.52%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	10.44%	892.12K	28.08M	-443.45K	-33.20%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10.77%	1.01M	31.68M	80.08K	+8.65%
Dec 31, 2023	RHS FINANCIAL, LLC	0.1%	9.63K	302.51K	1.33K	+16.05%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	2.76%	279.6K	8.89M	-194.37K	-41.01%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	2.02%	204.61K	6.43M	-495.42K	-70.77%
Dec 31, 2023	ASPIRIANT, LLC	1.61%	162.92K	5.12M	-33.29K	-16.96%
Dec 31, 2023	OPPENHEIMER ASSET MANAGEMENT INC.	1.26%	127.79K	4.01M	3.02K	+2.42%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	1.23%	124.35K	3.91M	-22.42K	-15.27%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.24%	327.65K	10.29M	-9.54K	-2.83%
Dec 31, 2023	PERSONAL CFO SOLUTIONS, LLC	1.17%	118.07K	3.71M	-1.23K	-1.03%
Dec 31, 2023	SAVANT CAPITAL, LLC	1.15%	116.79K	3.67M	3.86K	+3.42%
Dec 31, 2023	AVESTAR CAPITAL, LLC	1.15%	116.46K	3.7M	19.67K	+20.33%
Dec 31, 2023	CITADEL ADVISORS LLC	1.07%	107.91K	3.39M	-1.67K	-1.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.05%	106.13K	3.33M	14.41K	+15.71%
Dec 31, 2023	ARBOR CAPITAL MANAGEMENT INC /ADV	0.97%	97.6K	3.06M	-3.95K	-3.89%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.95%	95.8K	3.01M	1.25K	+1.32%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.9%	90.92K	2.86M	-1.01K	-1.10%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.75%	75.39K	2.37M	24.61K	+48.45%
Dec 31, 2023	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.59%	59.79K	1.88M	59.79K	+100.00%
Dec 31, 2023		0.11%	10.75K	338K	10.75K	+100.00%
Dec 31, 2023	ACAS, LLC	0.49%	49.17K	1.54M	-1.53K	-3.02%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.47%	47.96K	1.51M	-2.97K	-5.84%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.43%	43.35K	1.36M	-73.78K	-62.99%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.42%	42.02K	1.32M	11.44K	+37.40%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.37%	37.64K	1.18M	-416.48K	-91.71%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.36%	36.69K	1.15M	12.82K	+53.72%
Dec 31, 2023	ROYAL BANK OF CANADA	0.34%	34.76K	1.09M	2.02K	+6.18%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.32%	31.94K	1M	31.94K	+100.00%
Dec 31, 2023	EUDAIMONIA ADVISORS LLC	0.27%	27.13K	852.12K	-719	-2.58%
Dec 31, 2023	CWM, LLC	0.08%	8.4K	264K	4.38K	+108.96%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.2%	20.36K	642.66K	-7.23K	-26.19%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.18%	18.53K	582.14K	1.4K	+8.16%
Dec 31, 2023	GREENLEAF TRUST	3.35%	338.69K	10.64M	-2.3M	-87.18%
Dec 31, 2023	LPL FINANCIAL LLC	3.58%	361.63K	11.36M	-94.54K	-20.72%
Dec 31, 2023	EUDAIMONIA PARTNERS, LLC	0.17%	17.41K	546.91K	2.3K	+15.20%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.16%	16.22K	509.49K	-300	-1.82%
Dec 31, 2023	OLD NATIONAL BANCORP /IN/	0.15%	14.96K	470.02K	-30	-0.20%
Dec 31, 2023	INTEGRATED ADVISORS NETWORK LLC	0.15%	14.93K	468.98K	-716	-4.58%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.12%	11.72K	368.25K	-2.77K	-19.12%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.11%	10.72K	337K	-948	-8.13%
Dec 31, 2023	LEGACY FINANCIAL STRATEGIES, LLC	0.1%	10.21K	320.63K	-4.02K	-28.24%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.69%	372.82K	11.71M	-76.81K	-17.08%
Dec 31, 2023	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	4.49%	454.45K	14.27M	14.77K	+3.36%
Dec 31, 2023	ESL TRUST SERVICES, LLC	0.1%	9.85K	309.23K	-5.65K	-36.48%
Dec 31, 2023	SAGEVIEW ADVISORY GROUP, LLC	4.55%	459.81K	14.68K	427.98K	+1,344.27%
Dec 31, 2023	MORGAN STANLEY	6.76%	683.93K	21.48M	-88.1K	-11.41%
Dec 31, 2023	JANE STREET GROUP, LLC	7.66%	774.22K	24.32M	636.95K	+464.05%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	9.16%	926.29K	29.09M	-32.36K	-3.38%
Dec 31, 2023	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	13.21%	1.34M	41.95M	-49.94K	-3.60%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.09%	8.63K	271.19K	8.63K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	9.35K	294K	-137	-1.44%

Frequently Asked Questions