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

Who are the major shareholders selling Global X U.S. Infrastructure Development ETF stock?

FIRST INTERSTATE BANK, in the last quarter, reduced its stake in PAVE by -1.01% restricting it's holding to 755.65 thousand shares of worth nearly $44.52M. VAN ECK ASSOCIATES CORP also lessened -47.61% of the PAVE shares from its portfolio, reducing its holding to 782.64 thousand shares of worth $46.11M. COMMONWEALTH EQUITY SERVICES, LLC also shunned PAVE shares holding by -0.89% last quarter which brought its holding to 1.01 million shares worth $59.30M.

Investors who are buying PAVE stock?

As per its latest 13F filing, EVOLUTION WEALTH ADVISORS, LLC increased its stake in PAVE by 0.64% in the last quarter. The institutional holder raised its holding to 609.89 thousand shares having worth more than $35.93M. MML INVESTORS SERVICES, LLC also added 26.88% more shares of PAVE to its portfolio, raising its holding to 844.31 thousand shares of worth $49.75M. HIGHTOWER ADVISORS, LLC also increased its PAVE shares holding by 4.09% which brought its holding to 871.36 thousand shares worth $51.34M.

PAVE's major insiders: who are they?

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

Did an insider recently sell PAVE stock?

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

Which insider recently purchased PAVE stock?

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

How much of PAVE does insiders own?

Around 0 Global X U.S. Infrastructure Development ETF shares are held by insiders, which represents about N/A of PAVE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PAVE?

EVOLUTION WEALTH ADVISORS, LLC is the largest institutional owner in PAVE which holds 609.89 thousand shares worth $35.93M or 0.24% of the total PAVE shares outstanding followed by FIRST INTERSTATE BANK with ownership of 755.65 thousand shares representing 0.29% of the PAVE ownership. VAN ECK ASSOCIATES CORP is the third largest stakeholder with 782.64 thousand shares or 0.3% of the ownership worth more than $46.11M.

Is Global X U.S. Infrastructure Development 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 PAVE is concerned, it is a stock which is optionable.

Is there a short position on PAVE's shares?

Number of PAVE 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 PAVE shares are there?

As of today, null shares of PAVE are outstanding.

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

PAVE 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 PAVE is null.

Global X US Infrastructure Development ETF (PAVE) 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. EVOLUTION WEALTH ADVISORS, LLC is the top corporate investor, holding 609.89K shares valued at $35.93M. A 0.24% stake in Global X U.S. Infrastructure Development ETF is owned by the company. FIRST INTERSTATE BANK owns 755.65K shares valued at $44.52M, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	EVOLUTION WEALTH ADVISORS, LLC	0.24%	609.89K	35.93M	3.87K	+0.64%
Jun 30, 2026	FIRST INTERSTATE BANK	0.29%	755.65K	44.52M	-7.74K	-1.01%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.3%	782.64K	46.11M	-711.19K	-47.61%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.33%	844.31K	49.75M	178.87K	+26.88%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.34%	871.36K	51.34M	34.21K	+4.09%
Jun 30, 2026	TREASURER OF THE STATE OF NORTH CAROLINA	0.35%	904.35K	53.28M	904.35K	+100.00%
Jun 30, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.35%	918.22K	54.2M	41.4K	+4.72%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	1.01M	59.3M	-9.04K	-0.89%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.4%	1.02M	60.33M	147.9K	+16.88%
Jun 30, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.4%	1.03M	60.58M	44.14K	+4.49%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.41%	1.06M	62.39M	40.67K	+3.99%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.54%	1.41M	82.91M	204.07K	+16.97%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.64%	1.65M	97M	-1.05M	-38.92%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.66%	1.7M	100.13M	401.86K	+30.97%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.72%	1.86M	109.7M	325.33K	+21.17%
Jun 30, 2026	ROYAL BANK OF CANADA	0.76%	1.97M	116.02M	358.44K	+22.25%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.86%	2.23M	131.31M	227.93K	+11.39%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.39%	3.6M	211.96M	308.96K	+9.40%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	9.73%	25.17M	1.48B	-326.06K	-1.28%
Jun 30, 2026	MARINER, LLC	0.34%	878.99K	51.79M	-32.57K	-3.57%
Jun 30, 2026	WADDELL & ASSOCIATES, LLC	0.76%	1.96M	115.73M	-4.33K	-0.22%
Jun 30, 2026	PRINCIPAL FINANCIAL GROUP INC	0.9%	2.33M	137.08M	759K	+48.42%
Jun 30, 2026	COLONY GROUP, LLC	1.18%	3.06M	180.37M	2.47M	+418.52%
Jun 30, 2026	JPMORGAN CHASE & CO	1.74%	4.5M	263.41M	-1.92M	-29.88%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.19%	501.91K	29.57M	139.72K	+38.57%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	540.67K	31.86M	60.88K	+12.69%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	570.27K	33.6M	25.67K	+4.71%
Jun 30, 2026	COOPER FINANCIAL GROUP	0.22%	576.39K	33.96M	24.98K	+4.53%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.22%	577.81K	34.04M	9.94K	+1.75%
Jun 30, 2026	PACIFIC LIFE FUND ADVISORS LLC	0.23%	594.41K	35.02M	594.41K	+100.00%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	0.24%	621.08K	36.59M	-9.58K	-1.52%
Jun 30, 2026	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.25%	647.77K	38.23M	0	0
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.27%	703.29K	41.44M	212.34K	+43.25%
Jun 30, 2026	MOSS ADAMS WEALTH ADVISORS LLC	0.71%	1.85M	109.02M	30.61K	+1.68%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.72%	1.86M	109.36M	118.14K	+6.80%
Jun 30, 2026	CLAL INSURANCE ENTERPRISES HOLDINGS LTD	0.72%	1.87M	110.32M	0	0
Jun 30, 2026	UBS GROUP AG	0.91%	2.37M	139.37M	-96.77K	-3.93%
Jun 30, 2026	RIVERFRONT INVESTMENT GROUP, LLC	1.05%	2.72M	160.42M	1.1M	+67.45%
Jun 30, 2026	MEITAV INVESTMENT HOUSE LTD	1.09%	2.83M	166.99M	1.61M	+131.94%
Jun 30, 2026	DESTINY WEALTH PARTNERS, LLC	0.11%	267.4K	15.07M	-15.21K	-5.38%
Jun 30, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.12%	274.01K	16.14M	-17	-0.01%
Jun 30, 2026	HBW ADVISORY SERVICES LLC	0.12%	287.09K	16.92M	2.21K	+0.77%
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.13%	312.55K	18.42M	312.55K	+100.00%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.13%	316.21K	18.63M	42.99K	+15.74%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	320.36K	18.88M	-59.57K	-15.68%
Jun 30, 2026	RIGGS ASSET MANAGMENT CO. INC.	0.14%	321.36K	18.93M	-4.45K	-1.37%
Jun 30, 2026	MFA WEALTH ADVISORS, LLC	0.14%	327.6K	19.3M	-8.28K	-2.46%
Jun 30, 2026	ROCKPORT WEALTH LLC	0.16%	367.7K	21.67M	367.7K	+100.00%
Jun 30, 2026	360 FINANCIAL, INC.	0.16%	374.74K	22.08M	-1.22K	-0.32%
Jun 30, 2026	TEAMWORK FINANCIAL ADVISORS, LLC	0.17%	403.01K	23.75M	43.7K	+12.16%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.18%	470.34K	27.71M	89.76K	+23.59%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	493.29K	29.06M	159.87K	+47.95%
Jun 30, 2026		1.78%	4.21M	248.07M	278.72K	+7.08%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.97%	5.09M	299.85M	1M	+24.50%
Jun 30, 2026	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	3.46%	8.94M	527.32M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	3.72%	9.62M	566.59M	940.84K	+10.84%
Jun 30, 2026	MORGAN STANLEY	4.5%	11.65M	686.14M	984.54K	+9.24%
Jun 30, 2026	BANK OF MONTREAL /CAN/	9.47%	24.49M	1.44B	278.74K	+1.15%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.28%	728.08K	42.9M	728.08K	+100.00%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.29%	743.81K	43.83M	-124	-0.02%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.18%	472.63K	27.85M	122.1K	+34.83%
Jun 30, 2026	CIBC BANCORP USA INC.	1.63%	4.21M	248.07M	278.72K	+7.08%
Mar 31, 2026	ROYAL BANK OF CANADA	0.63%	1.61M	81.84M	120.09K	+8.06%
Mar 31, 2026	MOSS ADAMS WEALTH ADVISORS LLC	0.71%	1.82M	92.32M	52.7K	+2.99%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	380.58K	19.34M	48.25K	+14.52%
Mar 31, 2026	CWM, LLC	0.18%	460.52K	23.4M	66.96K	+17.01%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	544.59K	27.67M	75.68K	+16.14%
Mar 31, 2026	COOPER FINANCIAL GROUP	0.21%	551.41K	28.02M	18.11K	+3.40%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.22%	567.87K	28.85M	32.04K	+5.98%
Mar 31, 2026	EVOLUTION WEALTH ADVISORS, LLC	0.24%	606.02K	30.79M	2.34K	+0.39%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.25%	630.65K	32.04M	-6.03K	-0.95%
Mar 31, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.38%	983.96K	54.58M	-6.52K	-0.66%
Mar 31, 2026	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.25%	647.77K	32.91M	0	0
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.23%	490.95K	24.95M	-81.35K	-14.21%
Mar 31, 2026	MEITAV INVESTMENT HOUSE LTD	0.48%	1.22M	62.04M	15.73K	+1.31%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.51%	1.3M	65.93M	312.08K	+31.67%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.58%	1.49M	75.9M	851.42K	+132.54%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.61%	1.57M	79.64M	494.08K	+46.03%
Mar 31, 2026	WADDELL & ASSOCIATES, LLC	0.77%	1.97M	100.02M	50.93K	+2.66%
Mar 31, 2026	UBS GROUP AG	0.96%	2.46M	125.11M	361.33K	+17.20%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	1.05%	2.7M	136.95M	2.02M	+300.01%
Mar 31, 2026		1.53%	3.94M	199.78M	3.94M	+100.00%
Mar 31, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.13%	274.03K	13.92M	4.22K	+1.56%
Mar 31, 2026	DESTINY WEALTH PARTNERS, LLC	0.13%	282.61K	14.36M	808	+0.29%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	0.13%	284.88K	14.47M	-68.1K	-19.29%
Mar 31, 2026	RIGGS ASSET MANAGMENT CO. INC.	0.15%	325.81K	16.55M	-2.05K	-0.62%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	333.43K	16.94M	161.32K	+93.73%
Mar 31, 2026	MFA WEALTH ADVISORS, LLC	0.16%	335.87K	17.07M	15.24K	+4.75%
Mar 31, 2026	MARINER, LLC	0.36%	911.56K	46.32M	33.1K	+3.77%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.16%	350.53K	17.81M	-14K	-3.84%
Mar 31, 2026	FIRST INTERSTATE BANK	0.3%	763.39K	38.79M	-449.55K	-37.06%
Mar 31, 2026	CLAL INSURANCE ENTERPRISES HOLDINGS LTD	0.73%	1.87M	95.1M	0	0
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.4%	1.02M	51.74M	-8.92K	-0.87%
Mar 31, 2026	COLONY GROUP, LLC	0.23%	590.38K	30M	24.22K	+4.28%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.26%	665.44K	33.81M	10.38K	+1.58%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.29%	743.94K	37.8M	-4.53K	-0.61%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.34%	876K	44.51M	126.76K	+16.92%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.34%	876.83K	44.55M	359.62K	+69.53%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.78%	2M	101.65M	-227.37K	-10.21%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.59%	4.09M	207.69M	1.17M	+40.23%
Mar 31, 2026	JPMORGAN CHASE & CO	2.5%	6.41M	315.34M	1.67M	+35.35%
Mar 31, 2026	LPL FINANCIAL LLC	3.38%	8.68M	440.8M	1.05M	+13.73%
Mar 31, 2026	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	3.48%	8.94M	454.15M	2.7M	+43.26%
Mar 31, 2026	BANK OF MONTREAL /CAN/	9.43%	24.21M	1.23B	-433.54K	-1.76%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	9.94%	25.5M	1.3B	903.56K	+3.67%
Mar 31, 2026	TEAMWORK FINANCIAL ADVISORS, LLC	0.17%	359.31K	18.26M	359.31K	+100.00%
Mar 31, 2026	360 FINANCIAL, INC.	0.15%	375.95K	19.1M	5.29K	+1.43%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	379.93K	19.3M	8.43K	+2.27%
Mar 31, 2026	EAGLE STRATEGIES LLC	0.15%	393.12K	19.97M	9.38K	+2.44%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.17%	440.8K	22.4M	-50.83K	-10.34%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	479.78K	24.38M	106.39K	+28.49%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.33%	837.15K	42.54M	52.65K	+6.71%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	1.02M	51.6M	-64.34K	-5.96%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.6%	1.54M	78.07M	68.46K	+4.66%
Mar 31, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.63%	1.63M	82.61M	131.9K	+8.83%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.68%	1.74M	88.31M	-88.84K	-4.86%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.28%	3.29M	167.09M	251.6K	+8.28%
Mar 31, 2026	MORGAN STANLEY	4.15%	10.66M	541.67M	442.27K	+4.33%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.14%	362.2K	18.4M	17.48K	+5.07%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.56%	1.2M	61.13M	231.36K	+23.82%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.56%	1.07M	51.3M	0	0
Dec 31, 2025	WADDELL & ASSOCIATES, LLC	0.9%	1.92M	91.64M	25.37K	+1.34%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	11.61%	24.6M	1.18B	336.45K	+1.39%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.79%	1.49M	71.4M	49.91K	+3.46%
Dec 31, 2025	ROYAL BANK OF CANADA	0.7%	1.49M	71.24M	-15.57K	-1.03%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	985.47K	47.1M	87.49K	+9.74%
Dec 31, 2025	MARINER, LLC	0.42%	878.45K	41.98M	-4.67K	-0.53%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.41%	784.5K	37.49M	35.22K	+4.70%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.35%	749.23K	35.81M	96.8K	+14.84%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.35%	748.46K	35.77M	748.46K	+100.00%
Dec 31, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.32%	603.68K	28.85M	-177	-0.03%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.32%	673.81K	32.2M	673.81K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.3%	572.3K	27.35M	32.3K	+5.98%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.3%	624.95K	29.87M	595.63K	+2,031.13%
Dec 31, 2025	COOPER FINANCIAL GROUP	0.28%	533.29K	25.49M	-8.43K	-1.56%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.27%	517.21K	24.89M	1.27K	+0.25%
Dec 31, 2025	COLONY GROUP, LLC	0.27%	566.16K	27.01M	6.8K	+1.22%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.25%	535.84K	25.61M	11.45K	+2.18%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.25%	473.98K	22.65M	-69.44K	-12.78%
Dec 31, 2025	EAGLE STRATEGIES LLC	0.2%	383.74K	18.34M	288	+0.08%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	373.39K	17.84M	29.15K	+8.47%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.19%	364.54K	17.42M	338.54K	+1,302.23%
Dec 31, 2025	CWM, LLC	0.19%	393.56K	18.81M	12.98K	+3.41%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	371.5K	17.75M	93.02K	+33.40%
Dec 31, 2025	360 FINANCIAL, INC.	0.18%	370.66K	17.71M	3.73K	+1.02%
Dec 31, 2025	FIRST INTERSTATE BANK	0.64%	1.21M	57.97M	15.18K	+1.27%
Dec 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.57%	1.21M	57.6M	194.09K	+19.19%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.54%	1.03M	49.09M	37.57K	+3.80%
Dec 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.52%	990.48K	49.49M	41.51K	+4.37%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	1.08M	51.6M	-65.89K	-5.75%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.31%	655.06K	31.31M	104.55K	+18.99%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.31%	642.41K	30.7M	184.19K	+40.20%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	491.64K	23.5M	110.67K	+29.05%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.19%	352.98K	16.87M	-8.2K	-2.27%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	1.47M	70.15M	53.04K	+3.75%
Dec 31, 2025	BANK OF MONTREAL /CAN/	11.59%	24.64M	1.18B	868.41K	+3.65%
Dec 31, 2025	MORGAN STANLEY	4.82%	10.22M	488.34M	288.69K	+2.91%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.14%	258.03K	12.42M	12.29K	+5.00%
Dec 31, 2025	CX INSTITUTIONAL	0.13%	251.53K	12.02M	2.28K	+0.91%
Dec 31, 2025	LPL FINANCIAL LLC	3.59%	7.63M	364.54M	340.01K	+4.67%
Dec 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	3.28%	6.24M	299.1M	1.69M	+37.30%
Dec 31, 2025	JPMORGAN CHASE & CO	2.49%	4.74M	226.35M	1.11M	+30.47%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.72%	3.65M	174.54M	229.48K	+6.70%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.43%	3.04M	145.13M	1.03K	+0.03%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.86%	1.83M	87.3M	-101.21K	-5.25%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.46%	971.42K	46.46M	71.94K	+8.00%
Dec 31, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.3%	647.77K	31.17M	0	0
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.3%	636.68K	30.43M	-2.05K	-0.32%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	468.91K	22.41M	150.49K	+47.26%
Dec 31, 2025	UBS GROUP AG	0.99%	2.1M	100.4M	-141.39K	-6.31%
Dec 31, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.93%	1.76M	84.8M	638.16K	+56.67%
Dec 31, 2025	CLAL INSURANCE ENTERPRISES HOLDINGS LTD	0.89%	1.87M	89.6M	-622K	-24.94%
Dec 31, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.17%	327.86K	15.67M	-2.72K	-0.82%
Dec 31, 2025	MFA WEALTH ADVISORS, LLC	0.17%	320.64K	15.32M	8.61K	+2.76%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	344.72K	16.47M	12.77K	+3.85%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.16%	304.13K	14.53M	295.86K	+3,578.35%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	332.33K	15.88M	-4.03K	-1.20%
Dec 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.15%	281.8K	14.41M	276.72K	+5,445.12%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.38%	2.91M	139.3M	797.2K	+37.64%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.05%	2.23M	106.48M	-24.7K	-1.10%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.51%	3.04M	144.6M	-72.19K	-2.32%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	12.05%	24.26M	1.16B	1.63M	+7.18%
Sep 30, 2025	MORGAN STANLEY	4.93%	9.93M	472.96M	264.59K	+2.74%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.7%	3.42M	163.02M	187.63K	+5.80%
Sep 30, 2025	CLAL INSURANCE ENTERPRISES HOLDINGS LTD	1.24%	2.49M	118.78M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.12%	2.25M	106.46M	1.39M	+162.42%
Sep 30, 2025	UBS GROUP AG	1.11%	2.24M	106.8M	93.21K	+4.34%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	652.44K	31.08M	46.59K	+7.69%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.27%	550.51K	26.22M	23.03K	+4.37%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.27%	543.41K	25.88M	-12.73K	-2.29%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.27%	541.72K	25.8M	1.15K	+0.21%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.27%	540K	25.72M	0	0
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.23%	458.22K	21.83M	185.05K	+67.74%
Sep 30, 2025	EAGLE STRATEGIES LLC	0.19%	383.46K	18.26M	17.31K	+4.73%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.18%	361.17K	17.2M	-5.27K	-1.44%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	336.36K	16.02M	35.81K	+11.92%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.17%	333.47K	15.88M	-10.74K	-3.12%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	331.95K	15.81M	5.32K	+1.63%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	318.42K	15.17M	24.3K	+8.26%
Sep 30, 2025	FIRST INTERSTATE BANK	0.59%	1.2M	57.05M	3.14K	+0.26%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.94%	1.89M	90.12M	65.42K	+3.58%
Sep 30, 2025	ROYAL BANK OF CANADA	0.75%	1.51M	71.74M	108.48K	+7.76%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.53%	1.07M	51.13M	0	0
Sep 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.5%	1.01M	48.16M	-867.37K	-46.17%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.49%	989.65K	47.14M	141.38K	+16.67%
Sep 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.47%	948.97K	45.2M	171.82K	+22.11%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.37%	749.28K	35.69M	8.01K	+1.08%
Sep 30, 2025	BANK OF MONTREAL /CAN/	11.81%	23.77M	1.13B	1M	+4.40%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	2.12M	100.87M	104.04K	+5.17%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.96%	1.93M	91.83M	234.43K	+13.84%
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.72%	1.44M	68.79M	63.7K	+4.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	1.41M	67.39M	-144.19K	-9.25%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	1.15M	54.57M	-60.91K	-5.05%
Sep 30, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.56%	1.13M	53.64M	84.91K	+8.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	899.48K	42.85M	-13.95K	-1.53%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.45%	897.98K	42.77M	145.63K	+19.36%
Sep 30, 2025	MARINER, LLC	0.44%	883.12K	42.06M	-12.36K	-1.38%
Sep 30, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.32%	647.77K	30.77M	0	0
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.32%	638.73K	30.42M	-3.51K	-0.55%
Sep 30, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.3%	603.86K	28.76M	6.51K	+1.09%
Sep 30, 2025	COLONY GROUP, LLC	0.28%	559.36K	26.64M	5.87K	+1.06%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.26%	524.38K	24.98M	9.82K	+1.91%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.26%	515.94K	24.57M	10.85K	+2.15%
Sep 30, 2025	MFA WEALTH ADVISORS, LLC	0.16%	312.03K	14.86M	-234	-0.07%
Sep 30, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.15%	302.06K	14.39M	-1.3K	-0.43%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	278.48K	13.26M	-4.47K	-1.58%
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.14%	276.25K	13.16M	8.74K	+3.27%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.14%	275.51K	13.12M	-1.31K	-0.47%
Sep 30, 2025	CX INSTITUTIONAL	0.12%	249.26K	11.87M	5.47K	+2.24%
Sep 30, 2025	ALTFEST L J & CO INC	0.12%	245.97K	11.72M	5.61K	+2.33%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.12%	245.73K	11.7M	8.19K	+3.45%
Sep 30, 2025	MARSHALL FINANCIAL GROUP LLC	0.12%	243.89K	11.62M	8.74K	+3.72%
Sep 30, 2025	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.11%	230.45K	10.98M	-3.28K	-1.41%
Sep 30, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.11%	229.19K	10.89M	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.11%	225.27K	10.73M	5.83K	+2.65%
Sep 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.11%	221.52K	10.55M	-5.25K	-2.31%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.11%	218.6K	10.41M	1.02K	+0.47%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	209.14K	9.96M	2.71K	+1.31%
Sep 30, 2025	LPL FINANCIAL LLC	3.62%	7.29M	347.13M	290.46K	+4.15%
Sep 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	2.26%	4.54M	216.45M	-363	-0.01%
Sep 30, 2025	JPMORGAN CHASE & CO	1.8%	3.63M	172.9M	145.06K	+4.16%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	380.97K	18.15M	37.43K	+10.90%
Sep 30, 2025	CWM, LLC	0.19%	380.58K	18.13M	-1.16K	-0.30%
Sep 30, 2025	360 FINANCIAL, INC.	0.18%	366.93K	17.48M	11.76K	+3.31%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	344.24K	16.4M	29.59K	+9.40%
Sep 30, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.16%	330.58K	15.75M	1.35K	+0.41%
Sep 30, 2025		1.7%	3.42M	163.05M	3.42M	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	11.84%	22.77M	992.45M	-380.9K	-1.65%
Jun 30, 2025	SYSTELLIGENCE, LLC	0.1%	197.48K	8.61M	-12.99K	-6.17%
Jun 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.1%	198.94K	8.67M	5.27K	+2.72%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.11%	206.2K	9.5M	421	+0.20%
Jun 30, 2025	JMAC ENTERPRISES LLC	0.11%	208.1K	9.07M	-88.05K	-29.73%
Jun 30, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.54%	1.04M	45.47M	15.27K	+1.49%
Jun 30, 2025	FIRST INTERSTATE BANK	0.62%	1.19M	52.06M	-23.15K	-1.90%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	1.4%	2.69M	61.83M	2.63M	+4,209.90%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.68%	3.24M	140.98M	-58.97K	-1.79%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.26%	505.09K	22.07M	10.51K	+2.12%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.27%	514.57K	22.42M	-5.37K	-1.03%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.27%	527.48K	22.99M	54.44K	+11.51%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.28%	540K	23.53M	15K	+2.86%
Jun 30, 2025	360 FINANCIAL, INC.	0.18%	355.17K	15.48M	51	+0.01%
Jun 30, 2025	EAGLE STRATEGIES LLC	0.19%	366.15K	15.96M	12.78K	+3.62%
Jun 30, 2025	COOPER FINANCIAL GROUP	0.28%	540.57K	23.56M	-7.81K	-1.42%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.29%	556.14K	24.24M	115.83K	+26.31%
Jun 30, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.31%	597.35K	26.03M	-163.2K	-21.46%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	605.85K	26.4M	65.93K	+12.21%
Jun 30, 2025	UBS GROUP AG	1.12%	2.15M	93.66M	15.15K	+0.71%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.62%	3.11M	135.45M	-207.71K	-6.26%
Jun 30, 2025	JPMORGAN CHASE & CO	1.81%	3.49M	151.88M	2.56M	+278.36%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.21%	409.33K	17.84M	-46.09K	-10.12%
Jun 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.4%	777.15K	34.21M	55.15K	+7.64%
Jun 30, 2025	CLAL INSURANCE ENTERPRISES HOLDINGS LTD	1.3%	2.49M	108.87M	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	2.01M	87.76M	430.34K	+27.18%
Jun 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.98%	1.88M	81.96M	-800K	-29.87%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.88%	1.69M	73.81M	-129.59K	-7.11%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	1.56M	67.95M	22.55K	+1.47%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.73%	1.4M	61.06M	227.35K	+19.37%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	1.4M	60.91M	85.63K	+6.53%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.72%	1.38M	60.16M	555.87K	+67.41%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.56%	1.07M	46.78M	-2.67M	-71.30%
Jun 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.12%	226.77K	9.88M	-2.7K	-1.18%
Jun 30, 2025	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.12%	233.74K	10.19M	-50K	-17.62%
Jun 30, 2025	CX INSTITUTIONAL	0.13%	243.79K	10.62M	-218.1K	-47.22%
Jun 30, 2025	PRUDENTIAL PLC	0.15%	285.9K	12.46M	-9.84K	-3.33%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	294.13K	12.82M	15.4K	+5.53%
Jun 30, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.17%	329.23K	14.35M	-9.15K	-2.70%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.19%	366.45K	15.97M	-30.88K	-7.77%
Jun 30, 2025	COLONY GROUP, LLC	0.29%	553.49K	24.12M	-147.13K	-21.00%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.33%	642.24K	27.99M	573	+0.09%
Jun 30, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.34%	647.77K	28.32M	0	0
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.44%	848.27K	36.97M	38.47K	+4.75%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	1.21M	52.58M	-139.4K	-10.36%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.95%	1.83M	79.61M	1.83M	+100.00%
Jun 30, 2025	MORGAN STANLEY	5.02%	9.67M	421.21M	121.4K	+1.27%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	858.41K	37.38M	65.09K	+8.20%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.47%	913.43K	39.81M	-17.36K	-1.86%
Jun 30, 2025	CWM, LLC	0.2%	381.74K	16.64M	2.84K	+0.75%
Jun 30, 2025	LPL FINANCIAL LLC	3.64%	7M	304.95M	143.04K	+2.09%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	343.54K	14.97M	-42.71K	-11.06%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	344.21K	15M	-39.33K	-10.26%
Jun 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	2.36%	4.54M	198.43M	-2.29M	-33.51%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	11.77%	22.63M	986.39M	-356.69K	-1.55%
Jun 30, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.12%	229.19K	10.02M	0	0
Jun 30, 2025	MARSHALL FINANCIAL GROUP LLC	0.12%	235.15K	10.44M	28.18K	+13.62%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.12%	237.54K	10.38M	3.93K	+1.68%
Jun 30, 2025	ALTFEST L J & CO INC	0.13%	240.37K	10.48M	240.37K	+100.00%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.14%	267.51K	11.66M	4.88K	+1.86%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.14%	273.18K	11.91M	74.67K	+37.62%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.14%	276.82K	12.06M	-14.09K	-4.84%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	282.95K	12.33M	1.67K	+0.59%
Jun 30, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.16%	303.35K	13.22M	-2.88K	-0.94%
Jun 30, 2025	MFA WEALTH ADVISORS, LLC	0.16%	312.26K	13.61M	-9.67K	-3.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	741.27K	32.3M	-27.06K	-3.52%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.39%	745.54K	32.49M	-9.7K	-1.28%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.39%	752.35K	32.79M	4.69K	+0.63%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.11%	217.58K	9.48M	-4.25K	-1.91%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.12%	222.67K	9.7M	-2.97K	-1.32%
Jun 30, 2025	MARINER, LLC	0.47%	895.48K	39.02M	-10.07K	-1.11%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.07%	126.33K	5.51M	8.01K	+6.77%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.07%	131.2K	5.72M	320	+0.24%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	144.34K	6.29M	8.02K	+5.88%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.08%	145.58K	6.34M	28.47K	+24.31%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.08%	150.33K	6.55M	-521	-0.35%
Jun 30, 2025	QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	0.08%	153.14K	6.69M	-7.2K	-4.49%
Jun 30, 2025	5TH STREET ADVISORS, LLC	0.08%	154.52K	6.73M	1.36K	+0.89%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.09%	177.68K	7.74M	177.68K	+100.00%
Jun 30, 2025	CLARUS GROUP, INC.	0.09%	177.88K	7.75M	-2.15K	-1.19%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.09%	178.14K	7.76M	11.34K	+6.80%
Jun 30, 2025	SYMPHONY FINANCIAL SERVICES, INC.	0.1%	189.35K	8.25M	2.58K	+1.38%
Mar 31, 2025	CITIGROUP INC	0.75%	1.33M	50M	1.26M	+2,086.18%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.27%	473.04K	17.85M	46.92K	+11.01%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.28%	494.58K	18.66M	63.14K	+14.63%
Mar 31, 2025	BENSLER, LLC	0.36%	635.26K	23.97M	23.96K	+3.92%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.29%	519.94K	19.62M	14.77K	+2.92%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.3%	525K	19.78M	-581.54K	-52.55%
Mar 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.47%	824.59K	31.11M	70.74K	+9.38%
Mar 31, 2025	MARINER, LLC	0.51%	905.54K	34.17M	-34.68K	-3.69%
Mar 31, 2025	ROYAL BANK OF CANADA	0.74%	1.31M	49.5M	-294.24K	-18.32%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.43%	755.24K	28.5M	2.59K	+0.34%
Mar 31, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.43%	760.55K	28.7M	-10.3K	-1.34%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	793.32K	29.94M	-141.81K	-15.16%
Mar 31, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.58%	1.03M	38.71M	50.23K	+5.15%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.22%	386.25K	15.21M	202.71K	+110.45%
Mar 31, 2025	BANK OF MONTREAL /CAN/	13.13%	23.15M	873.6M	918.4K	+4.13%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.26%	455.42K	17.25M	35.61K	+8.48%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.36%	641.67K	24.21M	1.12K	+0.17%
Mar 31, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.37%	647.77K	24.43M	0	0
Mar 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.41%	722K	27.89M	48.58K	+7.21%
Mar 31, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.41%	731K	27.58M	20K	+2.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.42%	747.67K	28.21M	15.04K	+2.05%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.46%	809.8K	30.55M	89.88K	+12.48%
Mar 31, 2025	JPMORGAN CHASE & CO	0.52%	921.09K	34.75M	-4.68M	-83.57%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	930.79K	35.12M	106.97K	+12.98%
Mar 31, 2025	CLAL INSURANCE ENTERPRISES HOLDINGS LTD	1.41%	2.49M	94.09M	-4.93M	-66.39%
Mar 31, 2025	MEITAV INVESTMENT HOUSE LTD	1.52%	2.68M	101.03M	519.2K	+24.04%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.23%	408.44K	15.41M	7.53K	+1.88%
Mar 31, 2025	COLONY GROUP, LLC	0.4%	700.62K	26.43M	137.75K	+24.47%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.88%	3.32M	125.1M	353.9K	+11.95%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	2.12%	3.74M	141.13M	260.8K	+7.49%
Mar 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	3.88%	6.83M	257.87M	563	+0.01%
Mar 31, 2025	CX INSTITUTIONAL	0.26%	461.89K	17.43M	335.53K	+265.53%
Mar 31, 2025	MORGAN STANLEY	5.41%	9.54M	360.09M	486.79K	+5.37%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	13.04%	22.99M	867.44M	518.79K	+2.31%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.25%	440.31K	16.61M	-72.02K	-14.06%
Mar 31, 2025	FIRST INTERSTATE BANK	0.69%	1.22M	45.95M	48.84K	+4.18%
Mar 31, 2025	CWM, LLC	0.21%	378.9K	14.3M	23.2K	+6.52%
Mar 31, 2025	LPL FINANCIAL LLC	3.89%	6.85M	258.62M	78.01K	+1.15%
Mar 31, 2025	COOPER FINANCIAL GROUP	0.31%	548.38K	20.69M	49.66K	+9.96%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.44%	768.33K	28.99M	199.38K	+35.04%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	1.87%	3.29M	111.27M	78.89K	+2.45%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	383.54K	14.47M	-29.3K	-7.10%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	539.92K	20.37M	43.58K	+8.78%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	1.35M	50.79M	-88.52K	-6.17%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.87%	1.54M	57.98M	-546.26K	-26.23%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.9%	1.58M	59.74M	133.33K	+9.20%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.03%	1.82M	68.79M	50.64K	+2.86%
Mar 31, 2025	UBS GROUP AG	1.21%	2.13M	80.51M	-126.82K	-5.61%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.67%	1.17M	44.29M	-529.41K	-31.08%
Mar 31, 2025	HBW ADVISORY SERVICES LLC	0.23%	397.33K	14.99M	34.54K	+9.52%

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