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

Who are the major shareholders selling Invesco Water Resources ETF stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in PHO by -20.18% restricting it's holding to 41.03 thousand shares of worth nearly $2.83M. O'ROURKE & COMPANY, INC also lessened -0.29% of the PHO shares from its portfolio, reducing its holding to 29.57 thousand shares of worth $2.04M. JPMORGAN CHASE & CO also shunned PHO shares holding by -1.09% last quarter which brought its holding to 34.98 thousand shares worth $2.40M.

Investors who are buying PHO stock?

As per its latest 13F filing, BEACON POINTE ADVISORS, LLC increased its stake in PHO by 3.61% in the last quarter. The institutional holder raised its holding to 53.88 thousand shares having worth more than $3.72M. MERCER GLOBAL ADVISORS INC /ADV also added 2.03% more shares of PHO to its portfolio, raising its holding to 50.51 thousand shares of worth $3.49M. ALLSTREET CAPITAL ADVISORS LLC also increased its PHO shares holding by 0.29% which brought its holding to 77.39 thousand shares worth $5.35M.

PHO's major insiders: who are they?

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

Did an insider recently sell PHO stock?

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

Which insider recently purchased PHO stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Water Resources ETF insiders have bought stock, totalling 0 shares

How much of PHO does insiders own?

Around 0 Invesco Water Resources ETF shares are held by insiders, which represents about N/A of PHO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PHO?

HIGHTOWER ADVISORS, LLC is the largest institutional owner in PHO which holds 41.03 thousand shares worth $2.83M or 0.15% of the total PHO shares outstanding followed by BEACON POINTE ADVISORS, LLC with ownership of 53.88 thousand shares representing 0.19% of the PHO ownership. MERCER GLOBAL ADVISORS INC /ADV is the third largest stakeholder with 50.51 thousand shares or 0.18% of the ownership worth more than $3.49M.

Is Invesco Water Resources 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 PHO is concerned, it is a stock which is optionable.

Is there a short position on PHO's shares?

Number of PHO 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 PHO shares are there?

As of today, null shares of PHO are outstanding.

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

PHO 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 PHO is null.

Invesco Water Resources ETF (PHO) 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. HIGHTOWER ADVISORS, LLC is the top corporate investor, holding 41.03K shares valued at $2.83M. A 0.15% stake in Invesco Water Resources ETF is owned by the company. BEACON POINTE ADVISORS, LLC owns 53.88K shares valued at $3.72M, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.15%	41.03K	2.83M	-10.37K	-20.18%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.19%	53.88K	3.72M	1.88K	+3.61%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.18%	50.51K	3.49M	1K	+2.03%
Jun 30, 2026	ALLSTREET CAPITAL ADVISORS LLC	0.28%	77.39K	5.35M	227	+0.29%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.22%	60.16K	4.17M	4.06K	+7.24%
Jun 30, 2026	O'ROURKE & COMPANY, INC	0.11%	29.57K	2.04M	-87	-0.29%
Jun 30, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.11%	29.88K	2.06M	13.38K	+81.06%
Jun 30, 2026	ROCKINGSTONE ADVISORS LLC	0.11%	31.21K	2.16M	125	+0.40%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.11%	31.99K	2.16M	4	+0.01%
Jun 30, 2026	VERITY ASSET MANAGEMENT, INC.	0.12%	33.13K	2.29M	397	+1.21%
Jun 30, 2026	FMR LLC	0.12%	34.13K	2.36M	1.45K	+4.45%
Jun 30, 2026	JPMORGAN CHASE & CO	0.13%	34.98K	2.4M	-384	-1.09%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	41.73K	2.88M	2.04K	+5.13%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.15%	41.85K	2.89M	5.53K	+15.24%
Jun 30, 2026	COMMERCE BANK	0.17%	47.76K	3.3M	-8.06K	-14.44%
Jun 30, 2026	SCOTIA CAPITAL INC.	0.17%	48.79K	3.37M	-607	-1.23%
Jun 30, 2026	LINSCOMB & WILLIAMS, INC.	0.18%	51.01K	3.52M	-7.4K	-12.67%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.19%	52.08K	3.6M	11.29K	+27.67%
Jun 30, 2026	CERITY PARTNERS LLC	0.2%	55.62K	3.84M	-2.53K	-4.34%
Jun 30, 2026	IFP ADVISORS, INC	0.2%	56.74K	3.92M	650	+1.16%
Jun 30, 2026	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.21%	57.39K	3.96M	-367	-0.64%
Jun 30, 2026	COLONY GROUP, LLC	0.23%	64.18K	4.43M	15.55K	+31.98%
Jun 30, 2026	CREATIVE PLANNING	0.23%	64.89K	4.48M	-602	-0.92%
Jun 30, 2026	CONSERVEST CAPITAL ADVISORS, INC.	0.25%	70.06K	4.84M	1.64K	+2.39%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.44%	123.67K	8.54M	64.95K	+110.62%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.6%	166.19K	11.48M	5.18K	+3.22%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.69%	192.92K	13.33M	-12.44K	-6.06%
Jun 30, 2026	ROYAL BANK OF CANADA	1.16%	323.31K	22.33M	-12.12K	-3.61%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.24%	346.91K	23.96M	-73.02K	-17.39%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.73%	1.6M	110.53M	34.35K	+2.19%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.27%	76.07K	5.25M	-8.77K	-10.33%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.28%	77.12K	5.33M	3.27K	+4.42%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	156.1K	10.78M	-8.07K	-4.92%
Jun 30, 2026	PRISM ADVISORS, INC.	0.64%	179.12K	12.37M	-7.31K	-3.92%
Jun 30, 2026	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.3%	84.07K	5.9M	-10.82K	-11.41%
Jun 30, 2026	SAGE CAPITAL MANAGEMENT, LLC	0.35%	96.85K	6.69M	-316	-0.33%
Jun 30, 2026	WEALTHSPRING PARTNERS, LLC	0.36%	99.34K	6.86M	2.66K	+2.75%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.36%	99.89K	6.9M	29.78K	+42.48%
Jun 30, 2026	HAMILTON WEALTH, LLC	0.43%	119.99K	8.29M	-3.53K	-2.86%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.52%	144.53K	9.98M	2.48K	+1.75%
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	0.66%	185.55K	12.82M	185.55K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.72%	199.88K	13.81M	-21.88K	-9.87%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.03%	287.44K	19.86M	-7.82K	-2.65%
Jun 30, 2026	UBS GROUP AG	1.09%	302.91K	20.92M	-364.56K	-54.62%
Jun 30, 2026	ATRIA INVESTMENTS, INC	1.64%	458.77K	31.69M	104.8K	+29.61%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	1.71%	477.46K	32.98M	50.25K	+11.76%
Jun 30, 2026	1832 ASSET MANAGEMENT L.P.	2.17%	606.07K	41.87M	43.15K	+7.66%
Jun 30, 2026	LPL FINANCIAL LLC	2.88%	804.16K	55.55M	-31.94K	-3.82%
Jun 30, 2026	OPPENHEIMER & CO INC	0.08%	22.83K	1.58M	4.3K	+23.17%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.09%	24.56K	1.7M	5.96K	+32.03%
Jun 30, 2026	TRUST CO	0.09%	25.08K	1.73M	0	0
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	25.62K	1.77M	1.93K	+8.15%
Jun 30, 2026	BRAVIAS CAPITAL GROUP, LLC	0.09%	26.02K	1.8M	776	+3.07%
Jun 30, 2026	CURBSTONE FINANCIAL MANAGEMENT CORP	0.09%	26.15K	1.81M	-550	-2.06%
Jun 30, 2026	HILLTOP HOLDINGS INC.	0.09%	26.15K	1.81M	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	26.99K	1.86M	-2.66K	-8.96%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.1%	28.12K	1.94M	858	+3.15%
Jun 30, 2026	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.18%	50.41K	3.48M	-143	-0.28%
Jun 30, 2026		0.27%	77.39K	5.35M	227	+0.29%
Jun 30, 2026	MORGAN STANLEY	4.67%	1.3M	90.11M	-18.04K	-1.36%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.14%	38.73K	2.68M	25.19K	+186.06%
Mar 31, 2026	POLIANTA LTD	0.53%	153.7K	10.28M	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	39.7K	2.65M	-16.36K	-29.18%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.14%	40.79K	2.73M	40.79K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.17%	48.63K	3.25M	-606	-1.23%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.19%	56.1K	3.67M	10.31K	+22.52%
Mar 31, 2026	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.2%	57.76K	3.86M	-1.2K	-2.03%
Mar 31, 2026	LINSCOMB & WILLIAMS, INC.	0.2%	58.41K	3.91M	2.86K	+5.14%
Mar 31, 2026	CONSERVEST CAPITAL ADVISORS, INC.	0.24%	68.42K	4.57M	-865	-1.25%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.24%	70.11K	4.69M	27.01K	+62.67%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.26%	73.86K	4.94M	-11.31K	-13.28%
Mar 31, 2026	SAGE CAPITAL MANAGEMENT, LLC	0.34%	97.17K	6.5M	-2.23K	-2.24%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.56%	161.01K	10.77M	-25.96K	-13.88%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.77%	221.76K	14.83M	-12.27K	-5.24%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.11%	31.98K	2.23M	-64	-0.20%
Mar 31, 2026	VERITY ASSET MANAGEMENT, INC.	0.11%	32.73K	2.19M	3.16K	+10.67%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.02%	295.26K	19.74M	4.68K	+1.61%
Mar 31, 2026	COMMERCE BANK	0.19%	55.82K	3.73M	-4.19K	-6.97%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.21%	58.72K	3.93M	5.72K	+10.79%
Mar 31, 2026	FMR LLC	0.11%	32.67K	2.18M	27	+0.08%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.17%	49.4K	3.3M	706	+1.45%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.17%	49.5K	3.31M	-1.54K	-3.01%
Mar 31, 2026	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.17%	50.55K	3.38M	-718	-1.40%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	51.4K	3.44M	2.22K	+4.51%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.18%	52K	3.48M	12.91K	+33.02%
Mar 31, 2026	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.21%	61.55K	4.12M	365	+0.60%
Mar 31, 2026	CREATIVE PLANNING	0.23%	65.49K	4.38M	-238	-0.36%
Mar 31, 2026	WEALTHSPRING PARTNERS, LLC	0.33%	96.69K	6.46M	951	+0.99%
Mar 31, 2026	CWM, LLC	0.62%	180.13K	12.04M	39.94K	+28.49%
Mar 31, 2026	PRISM ADVISORS, INC.	0.64%	186.43K	12.46M	19.91K	+11.96%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.71%	205.36K	13.73M	23.87K	+13.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.45%	419.93K	28.08M	-15.34K	-3.52%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.07%	20.38K	1.36M	374	+1.87%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	23.86K	1.6M	-1.03K	-4.12%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.09%	24.75K	1.66M	-1.77K	-6.66%
Mar 31, 2026	TRUST CO	0.09%	25.08K	1.68M	0	0
Mar 31, 2026	BRAVIAS CAPITAL GROUP, LLC	0.09%	25.24K	1.69M	2.22K	+9.65%
Mar 31, 2026	SILVERLAKE WEALTH MANAGEMENT LLC	0.09%	25.46K	1.7M	-2.12K	-7.68%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.09%	25.9K	1.73M	-496	-1.88%
Mar 31, 2026	HILLTOP HOLDINGS INC.	0.09%	26.15K	1.75M	0	0
Mar 31, 2026	CURBSTONE FINANCIAL MANAGEMENT CORP	0.09%	26.7K	1.79M	0	0
Mar 31, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.1%	27.26K	1.82M	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	28.27K	1.89M	285	+1.02%
Mar 31, 2026	ROYAL BANK OF CANADA	1.16%	335.43K	22.43M	39.49K	+13.34%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	1.48%	427.22K	28.56M	42.93K	+11.17%
Mar 31, 2026	HAMILTON WEALTH, LLC	0.43%	123.52K	8.26M	5.89K	+5.00%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	1.95%	562.92K	37.64M	42.73K	+8.22%
Mar 31, 2026	UBS GROUP AG	2.31%	667.47K	44.63M	274.41K	+69.81%
Mar 31, 2026	MORGAN STANLEY	4.57%	1.32M	88.42M	14.35K	+1.10%
Mar 31, 2026	DUDLEY & SHANLEY, INC.	0.11%	32.78K	2.19M	0	0
Mar 31, 2026	ROCKINGSTONE ADVISORS LLC	0.11%	31.08K	2.08M	-1.18K	-3.66%
Mar 31, 2026	CERITY PARTNERS LLC	0.2%	58.15K	3.89M	-1.09K	-1.84%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.29%	84.84K	5.67M	9.57K	+12.71%
Mar 31, 2026	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.33%	94.9K	6.34M	-17.26K	-15.39%
Mar 31, 2026		0.27%	77.16K	5.16M	-739	-0.95%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.49%	142.05K	9.5M	5.57K	+4.08%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	164.17K	10.98M	88.52K	+117.01%
Mar 31, 2026	ATRIA INVESTMENTS, INC	1.22%	353.97K	23.67M	308.38K	+676.37%
Mar 31, 2026	LPL FINANCIAL LLC	2.89%	836.1K	55.9M	-60.47K	-6.75%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.41%	1.57M	104.68M	-14.34K	-0.91%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	29.65K	1.98M	1.43K	+5.06%
Mar 31, 2026	O'ROURKE & COMPANY, INC	0.1%	29.66K	1.98M	-538	-1.78%
Mar 31, 2026	IFP ADVISORS, INC	0.19%	56.09K	3.75M	14.2K	+33.90%
Mar 31, 2026	JPMORGAN CHASE & CO	0.12%	35.36K	2.32M	-1.92K	-5.16%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	36.31K	2.43M	5.26K	+16.94%
Dec 31, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.21%	61.19K	4.31M	-1.89K	-2.99%
Dec 31, 2025	CREATIVE PLANNING	0.22%	65.73K	4.63M	469	+0.72%
Dec 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.24%	69.29K	4.88M	-1.25K	-1.77%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	75.27K	5.3M	1.67K	+2.27%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.46%	136.48K	9.61M	430	+0.32%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.63%	186.97K	13.17M	-45.53K	-19.58%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.79%	234.03K	16.48M	4.18K	+1.82%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	24.89K	1.75M	-1.63K	-6.15%
Dec 31, 2025	TRUST CO	0.09%	25.08K	1.77M	0	0
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.09%	25.62K	1.8M	25.62K	+100.00%
Dec 31, 2025	MORGAN STANLEY	4.43%	1.31M	92.1M	-136.56K	-9.45%
Dec 31, 2025	JPMORGAN CHASE & CO	0.13%	37.28K	2.63M	4.95K	+15.32%
Dec 31, 2025	IFP ADVISORS, INC	0.14%	41.89K	2.95M	-112	-0.27%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.61%	181.49K	12.78M	-9.64K	-5.04%
Dec 31, 2025	CWM, LLC	0.47%	140.19K	9.87M	6.67K	+5.00%
Dec 31, 2025	PRISM ADVISORS, INC.	0.58%	166.52K	11.72M	-425	-0.25%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.16%	45.79K	3.22M	8.2K	+21.81%
Dec 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.18%	51.27K	3.61M	-225	-0.44%
Dec 31, 2025	LINSCOMB & WILLIAMS, INC.	0.19%	55.55K	3.91M	-334	-0.60%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.47%	435.26K	30.65M	-12.06K	-2.70%
Dec 31, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.1%	27.58K	1.94M	-775	-2.73%
Dec 31, 2025	VERITY ASSET MANAGEMENT, INC.	0.1%	29.57K	2.08M	1.6K	+5.71%
Dec 31, 2025	O'ROURKE & COMPANY, INC	0.1%	30.2K	2.13M	2.33K	+8.35%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	31.05K	2.19M	-21.74K	-41.18%
Dec 31, 2025	HAMILTON WEALTH, LLC	0.4%	117.63K	8.28M	1.99K	+1.72%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.17%	48.69K	3.43M	26	+0.05%
Dec 31, 2025	COLONY GROUP, LLC	0.17%	49.23K	3.47M	12.67K	+34.65%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.17%	49.18K	3.46M	-370.78K	-88.29%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.17%	51.04K	3.59M	788	+1.57%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	56.05K	3.95M	5.78K	+11.49%
Dec 31, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.2%	57.29K	4.03M	486	+0.86%
Dec 31, 2025	CERITY PARTNERS LLC	0.2%	59.24K	4.17M	-283	-0.48%
Dec 31, 2025	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.2%	58.95K	4.15M	-47	-0.08%
Dec 31, 2025	COMMERCE BANK	0.21%	60.01K	4.23M	-637	-1.05%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.35%	1.58M	111.25M	-58.32K	-3.56%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.84%	248.99K	1.54M	230.3K	+1,232.07%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.29%	85.17K	6M	-5.43K	-6.00%
Dec 31, 2025	WEALTHSPRING PARTNERS, LLC	0.33%	95.74K	6.74M	95.74K	+100.00%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.33%	384.28K	27.06M	384.28K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	1%	295.94K	20.84M	-103.16K	-25.85%
Dec 31, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.34%	99.4K	7M	-9.42K	-8.66%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.15%	43.1K	3.03M	19.8K	+84.99%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.13%	39.1K	2.75M	-623	-1.57%
Dec 31, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.39%	112.16K	7.9M	-590	-0.52%
Dec 31, 2025	SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO	0.69%	198.31K	39.47M	198.31K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.98%	290.58K	20.46M	3.58K	+1.25%
Dec 31, 2025	UBS GROUP AG	1.33%	393.07K	27.68M	-50.4K	-11.36%
Dec 31, 2025		0.33%	96.75K	6.81M	96.75K	+100.00%
Dec 31, 2025	POLIANTA LTD	0.53%	153.7K	10.82M	-67.9K	-30.64%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	26.39K	1.83M	-1.26K	-4.55%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	26.52K	1.87M	-535	-1.98%
Dec 31, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	0.09%	26.7K	1.88M	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	26.75K	1.93M	1.69K	+6.75%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.09%	26.87K	2M	4.63K	+20.81%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.09%	26.94K	1.9M	-730	-2.64%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.09%	27.26K	1.92M	-100	-0.37%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	27.99K	1.97M	-4.51K	-13.88%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	75.65K	5.33M	-127.4K	-62.74%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	1.78%	520.19K	36.63M	3.9K	+0.76%
Dec 31, 2025	LPL FINANCIAL LLC	3.07%	896.57K	63.13M	-11.02K	-1.21%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.11%	32.05K	2.37M	3	+0.01%
Dec 31, 2025	ROCKINGSTONE ADVISORS LLC	0.11%	32.26K	2.27M	1.52K	+4.93%
Dec 31, 2025	DUDLEY & SHANLEY, INC.	0.11%	32.78K	2.31M	0	0
Dec 31, 2025	CIBC WORLD MARKET INC.	0.12%	34.4K	2.42M	-462	-1.33%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.16%	45.59K	3.21M	45.59K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.18%	53K	3.73M	-16.29K	-23.51%
Sep 30, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.37%	112.75K	8.13M	-2.06K	-1.79%
Sep 30, 2025	VERITY ASSET MANAGEMENT, INC.	0.09%	27.98K	2.02M	955	+3.53%
Sep 30, 2025	O'ROURKE & COMPANY, INC	0.09%	27.87K	2.01M	-403	-1.43%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.09%	27.67K	2M	-648	-2.29%
Sep 30, 2025	LINSCOMB & WILLIAMS, INC.	0.18%	55.89K	4.03M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	52.79K	3.81M	3.14K	+6.32%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.16%	50.25K	3.62M	-683	-1.34%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.23%	69.29K	5M	-10.87K	-13.55%
Sep 30, 2025	CREATIVE PLANNING	0.21%	65.26K	4.71M	876	+1.36%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.19%	56.94K	4.11M	721	+1.28%
Sep 30, 2025	IFP ADVISORS, INC	0.14%	42K	3.03M	-3.83K	-8.35%
Sep 30, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.21%	63.08K	4.55M	-86	-0.14%
Sep 30, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.19%	56.81K	4.1M	-163	-0.29%
Sep 30, 2025	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.19%	59K	4.25M	-1.3K	-2.15%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	27.65K	1.99M	-782	-2.75%
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.09%	27.36K	1.97M	0	0
Sep 30, 2025		0.09%	27.25K	1.97M	27.25K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	27.05K	1.95M	-353	-1.29%
Sep 30, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	0.09%	26.7K	1.93M	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	26.52K	1.91M	-1.04K	-3.76%
Sep 30, 2025	TRUST CO	0.08%	25.08K	1.81M	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	25.06K	1.82M	-3.52K	-12.33%
Sep 30, 2025	FMR LLC	0.08%	24.95K	1.8M	-1.18K	-4.52%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.08%	23.3K	1.68M	7.43K	+46.79%
Sep 30, 2025	GUARDIAN CAPITAL LP	0.07%	22.7K	1.64M	22.7K	+100.00%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.07%	22.24K	1.59M	-1.28K	-5.43%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.07%	20.83K	1.5M	2.25K	+12.12%
Sep 30, 2025	NILSINE PARTNERS, LLC	0.07%	20.43K	1.47M	-837	-3.94%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.07%	20.22K	1.46M	287	+1.44%
Sep 30, 2025	EDMOND DE ROTHSCHILD HOLDING S.A.	0.07%	20.19K	1.46M	0	0
Sep 30, 2025	SCOTIA CAPITAL INC.	0.16%	48.67K	3.51M	-418	-0.85%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	203.05K	14.64M	-901	-0.44%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.44%	136.05K	9.81M	-916	-0.67%
Sep 30, 2025	CWM, LLC	0.44%	133.52K	9.63M	766	+0.58%
Sep 30, 2025	COMMERCE BANK	0.2%	60.64K	4.37M	-421	-0.69%
Sep 30, 2025	CERITY PARTNERS LLC	0.19%	59.52K	4.29M	29	+0.05%
Sep 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.17%	51.49K	3.71M	183	+0.36%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	50.27K	3.63M	4.61K	+10.09%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	39.72K	2.86M	3.28K	+8.99%
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.09%	28.36K	2.04M	-738	-2.54%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	37.59K	2.68M	4.06K	+12.11%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.34%	1.64M	118.14M	34.97K	+2.18%
Sep 30, 2025	MORGAN STANLEY	4.71%	1.44M	104.18M	19.32K	+1.36%
Sep 30, 2025	LPL FINANCIAL LLC	2.96%	907.59K	65.45M	85.25K	+10.37%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	1.68%	516.28K	37.23M	10.32K	+2.04%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.46%	447.33K	32.26M	-13.27K	-2.88%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	191.12K	13.78M	2.2K	+1.16%
Sep 30, 2025	PRISM ADVISORS, INC.	0.54%	166.94K	12.04M	3.92K	+2.41%
Sep 30, 2025	HAMILTON WEALTH, LLC	0.38%	115.65K	8.34M	1.62K	+1.42%
Sep 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.35%	108.82K	7.85M	-4.39K	-3.88%
Sep 30, 2025	STRIVE ASSET MANAGEMENT, LLC	0.3%	91.86K	6.62M	17.78K	+24.01%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	90.6K	6.53M	1.74K	+1.96%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	73.6K	5.31M	-1.1K	-1.48%
Sep 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.23%	70.54K	5.09M	60	+0.09%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	37.33K	2.69M	16.3K	+77.49%
Sep 30, 2025	COLONY GROUP, LLC	0.12%	36.56K	2.64M	-1.76K	-4.59%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	32.5K	2.34M	3.07K	+10.43%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	32.33K	2.33M	-933	-2.81%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.1%	32.04K	2.34M	4	+0.01%
Sep 30, 2025	ROCKINGSTONE ADVISORS LLC	0.1%	30.75K	2.22M	-325	-1.05%
Sep 30, 2025	POLIANTA LTD	0.72%	221.6K	15.98M	0	0
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.09%	28.71K	2.07M	5.12K	+21.67%
Sep 30, 2025	UBS GROUP AG	1.44%	443.46K	31.98M	20.26K	+4.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.37%	419.96K	30.28M	3.31K	+0.79%
Sep 30, 2025	ROYAL BANK OF CANADA	1.3%	399.1K	28.78M	10.76K	+2.77%
Sep 30, 2025	GITTERMAN WEALTH MANAGEMENT, LLC	1.2%	368.92K	26.6M	-1.05K	-0.28%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.94%	287.01K	20.7M	-497	-0.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.76%	232.5K	16.88M	13.45K	+6.14%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.75%	229.84K	16.57M	11.01K	+5.03%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.11%	34.86K	2.51M	229	+0.66%
Sep 30, 2025	DUDLEY & SHANLEY, INC.	0.11%	32.78K	2.36M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.4%	416.66K	29.13M	778	+0.19%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.96%	287.5K	20.1M	-2.76K	-0.95%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.74%	219.05K	15.31M	-8.12K	-3.58%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.63%	188.93K	13.21M	-30.21K	-13.79%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.46%	136.96K	9.58M	17.73K	+14.87%
Jun 30, 2025	CWM, LLC	0.45%	132.75K	9.28M	-607	-0.46%
Jun 30, 2025	ROCKINGSTONE ADVISORS LLC	0.1%	31.07K	2.17M	-561	-1.77%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	22.25K	1.56M	1.65K	+8.02%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.08%	22.91K	1.6M	-813	-3.43%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.08%	23.72K	1.66M	23.72K	+100.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.08%	24.68K	1.73M	195	+0.80%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	25.02K	1.75M	-1.89K	-7.04%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.1%	28.31K	1.98M	-15.5K	-35.37%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.11%	32.04K	2.27M	4	+0.01%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.12%	36.44K	2.55M	-2.7K	-6.90%
Jun 30, 2025	COLONY GROUP, LLC	0.13%	38.32K	2.68M	-1.29K	-3.26%
Jun 30, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.19%	56.97K	3.98M	-3.73K	-6.15%
Jun 30, 2025	CERITY PARTNERS LLC	0.2%	59.49K	4.16M	1.27K	+2.19%
Jun 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.24%	70.48K	4.93M	-1.65K	-2.29%
Jun 30, 2025	STRIVE ASSET MANAGEMENT, LLC	0.25%	74.07K	5.18M	39.58K	+114.77%
Jun 30, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.39%	114.8K	8.02M	-1.19K	-1.03%
Jun 30, 2025	POLIANTA LTD	0.74%	221.6K	15.49M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.55%	460.59K	32.2M	-6.97K	-1.49%
Jun 30, 2025	MORGAN STANLEY	4.78%	1.43M	99.65M	-10.6K	-0.74%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	21.15K	1.48M	792	+3.89%
Jun 30, 2025	NILSINE PARTNERS, LLC	0.07%	21.27K	1.49M	108	+0.51%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.07%	21.49K	1.5M	67	+0.31%
Jun 30, 2025		0.08%	23.52K	1.67M	5.87K	+33.24%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.08%	23.6K	1.65M	4.5K	+23.57%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.09%	27.36K	1.91M	-200	-0.73%
Jun 30, 2025	O'ROURKE & COMPANY, INC	0.09%	28.27K	1.98M	21	+0.07%
Jun 30, 2025	COMMERCE BANK	0.2%	61.07K	4.27M	-50	-0.08%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	1.7%	505.97K	35.37M	5.05K	+1.01%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.73%	218.84K	15.3M	7.87K	+3.73%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	20.76K	1.45M	-572	-2.68%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.07%	19.93K	1.39M	1.12K	+5.97%
Jun 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.07%	19.43K	1.36M	950	+5.14%
Jun 30, 2025	WEATHERLY ASSET MANAGEMENT L. P.	0.06%	18.97K	1.33M	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	18.52K	1.29M	1.54K	+9.04%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.06%	18.51K	1.29M	9.6K	+107.68%
Jun 30, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.06%	17.5K	1.22M	-255	-1.44%
Jun 30, 2025	FOX HILL WEALTH MANAGEMENT	0.06%	17.2K	1.2M	-147	-0.85%
Jun 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.06%	17.03K	1.19M	0	0
Jun 30, 2025	ROBERTS GLORE & CO INC /IL/	0.06%	16.58K	1.16M	45	+0.27%
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.05%	16.1K	1.13M	-59	-0.37%
Jun 30, 2025	GOUWS CAPITAL LLC	0.05%	16K	1.12M	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	15.43K	1.08M	-669	-4.16%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.05%	15.42K	1.08M	3.53K	+29.70%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	203.95K	14.26M	-208.07K	-50.50%
Jun 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.38%	113.21K	7.91M	-798	-0.70%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	88.86K	6.21M	1.92K	+2.21%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	80.16K	5.6M	1.36K	+1.73%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.12%	34.63K	2.42M	556	+1.63%
Jun 30, 2025	PRISM ADVISORS, INC.	0.55%	163.02K	11.4M	-34.52K	-17.48%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	74.7K	5.22M	2.83K	+3.94%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	29.43K	2.06M	3.42K	+13.13%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	28.58K	2.04M	2.93K	+11.43%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.1%	28.43K	1.99M	6.38K	+28.92%
Jun 30, 2025	VERITY ASSET MANAGEMENT, INC.	0.09%	27.02K	1.89M	-597	-2.16%
Jun 30, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	0.09%	26.7K	1.87M	0	0
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.09%	26.15K	1.83M	0	0
Jun 30, 2025	FMR LLC	0.09%	26.13K	1.83B	2.45K	+10.37%
Jun 30, 2025	TRUST CO	0.08%	25.08K	1.75M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	1.3%	388.34K	27.15M	8.85K	+2.33%
Jun 30, 2025	GITTERMAN WEALTH MANAGEMENT, LLC	1.24%	369.97K	25.86M	6.55K	+1.80%
Jun 30, 2025	CREATIVE PLANNING	0.22%	64.39K	4.5M	3.26K	+5.33%
Jun 30, 2025	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.2%	60.3K	4.22M	-399	-0.66%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.19%	56.22K	3.93M	3.39K	+6.41%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.19%	55.95K	3.91M	-6.14K	-9.89%
Jun 30, 2025	LINSCOMB & WILLIAMS, INC.	0.19%	55.89K	3.91M	-6K	-9.70%
Jun 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.17%	51.31K	3.59M	-1.4K	-2.66%
Jun 30, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.21%	63.16K	4.42M	-653	-1.02%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.17%	50.93K	3.56M	-1.4K	-2.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	49.65K	3.47M	6.3K	+14.54%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.16%	49.08K	3.43M	-589	-1.19%
Jun 30, 2025	IFP ADVISORS, INC	0.15%	45.83K	3.2M	1.55K	+3.50%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	45.66K	3.19M	6.07K	+15.32%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	33.53K	2.34M	8.09K	+31.82%
Jun 30, 2025	JPMORGAN CHASE & CO	0.11%	33.26K	2.33M	-2.4K	-6.72%
Jun 30, 2025	DUDLEY & SHANLEY, INC.	0.11%	32.78K	2.29M	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.1%	30.13K	2.11M	-11.01K	-26.77%
Jun 30, 2025	CITADEL ADVISORS LLC	0.1%	29.86K	2.09M	-2.84K	-8.69%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.38%	1.6M	112.09M	-61.26K	-3.68%
Jun 30, 2025	LPL FINANCIAL LLC	2.76%	822.34K	57.49M	-4.65K	-0.56%
Jun 30, 2025	UBS GROUP AG	1.42%	423.2K	29.59M	-185.19K	-30.44%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.4%	415.88K	26.83M	4.6K	+1.12%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.17%	49.67K	3.2M	695	+1.42%
Mar 31, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.2%	60.7K	3.92M	-69	-0.11%
Mar 31, 2025	COMMERCE BANK	0.21%	61.12K	3.94M	-1K	-1.61%
Mar 31, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.21%	63.81K	4.12M	-861	-1.33%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.22%	64.67K	129.53K	63.66K	+6,246.81%
Mar 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.24%	72.13K	4.65M	-518	-0.71%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.26%	78.8K	5.08M	3.65K	+4.86%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.29%	86.94K	5.61M	-24.05K	-21.67%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.4%	119.23K	7.69M	-333	-0.28%
Mar 31, 2025	PRISM ADVISORS, INC.	0.66%	197.54K	12.75M	-8.81K	-4.27%
Mar 31, 2025	POLIANTA LTD	0.74%	221.6K	14.3M	0	0
Mar 31, 2025	GITTERMAN WEALTH MANAGEMENT, LLC	1.22%	363.42K	23.45M	363.42K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.57%	467.56K	30.17M	-58.41K	-11.11%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	1.68%	500.91K	32.32M	8.76K	+1.78%
Mar 31, 2025	UBS GROUP AG	2.04%	608.39K	39.25M	-142.8K	-19.01%
Mar 31, 2025	LPL FINANCIAL LLC	2.78%	826.99K	53.36M	76.82K	+10.24%
Mar 31, 2025	MORGAN STANLEY	4.82%	1.44M	92.65M	3.1K	+0.22%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.97%	290.27K	18.73M	6.68K	+2.36%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.59%	1.66M	107.4M	-21.66K	-1.28%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.13%	39.14K	2.53M	-5.22K	-11.77%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	39.6K	2.55M	9.66K	+32.28%
Mar 31, 2025	COLONY GROUP, LLC	0.13%	39.61K	2.56M	-1.58K	-3.84%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.14%	41.14K	2.65M	3.42K	+9.06%
Mar 31, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.38%	114.01K	7.36M	119	+0.10%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.38%	412.02K	26.58M	171.24K	+71.12%
Mar 31, 2025	STRIVE ASSET MANAGEMENT, LLC	0.12%	34.49K	2.23M	34.49K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.12%	35.66K	2.3M	-1.93K	-5.13%
Mar 31, 2025	LINSCOMB & WILLIAMS, INC.	0.21%	61.89K	3.99M	0	0
Mar 31, 2025	DUDLEY & SHANLEY, INC.	0.11%	32.78K	2.11M	0	0
Mar 31, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.39%	115.99K	7.48M	-2.66K	-2.25%
Mar 31, 2025	CWM, LLC	0.45%	133.36K	8.6M	8.04K	+6.42%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.71%	210.97K	13.61M	-7.53K	-3.45%
Mar 31, 2025	CITADEL ADVISORS LLC	0.11%	32.7K	2.11M	19.54K	+148.43%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.11%	34.08K	2.2M	29.46K	+638.40%
Mar 31, 2025	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.2%	60.7K	3.92M	450	+0.75%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.18%	52.84K	3.41M	-494	-0.93%
Mar 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.18%	52.71K	3.4M	-2.26K	-4.11%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.18%	52.33K	3.38M	881	+1.71%
Mar 31, 2025	IFP ADVISORS, INC	0.15%	44.28K	2.86M	8.83K	+24.92%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.15%	43.81K	2.83M	14.3K	+48.44%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	43.35K	2.8M	10.84K	+33.34%
Mar 31, 2025	ROYAL BANK OF CANADA	1.27%	379.49K	24.49M	-25.83K	-6.37%
Mar 31, 2025	CREATIVE PLANNING	0.21%	61.13K	3.94M	184	+0.30%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	71.87K	4.64M	-3.46K	-4.59%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.21%	62.09K	4.01M	-6.13K	-8.98%
Mar 31, 2025	CERITY PARTNERS LLC	0.2%	58.22K	3.76M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.74%	219.14K	14.14M	-2.21K	-1.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.76%	227.18K	14.66M	-4.49K	-1.94%
Mar 31, 2024	O'ROURKE & COMPANY, INC	0.08%	28.42K	1.89M	1.56K	+5.79%
Mar 31, 2024	DUDLEY & SHANLEY, INC.	0.11%	32.78K	2.18M	0	0
Mar 31, 2024	MONECO ADVISORS, LLC	0.14%	41.86K	2.79M	41.86K	+100.00%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.1%	31.87K	2.07M	2	+0.01%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.11%	32.82K	2.18M	-2.4K	-6.81%
Mar 31, 2024	PARSONS CAPITAL MANAGEMENT INC/RI	0.11%	33.06K	2.2M	-200	-0.60%
Mar 31, 2024	JPMORGAN CHASE & CO	0.12%	40.61K	2.7M	823	+2.07%
Mar 31, 2024	BOGART WEALTH, LLC	0.13%	38.75K	2.58M	1.84K	+4.98%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.14%	41.58K	2.77M	1.21K	+2.99%
Mar 31, 2024	MARINER, LLC	0.14%	41.87K	2.79M	244	+0.59%
Mar 31, 2024		0.15%	45.1K	3M	-1.1K	-2.37%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.16%	48.17K	3.21M	-24	-0.05%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.16%	49.22K	3.28M	-2.42K	-4.68%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.16%	50.13K	3.34M	711	+1.44%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.16%	50.3K	3.35M	-1.12K	-2.19%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.17%	55.7K	3.71M	-1.57K	-2.75%
Mar 31, 2024	CREATIVE PLANNING	0.17%	57.31K	3.82M	20	+0.03%
Mar 31, 2024	CERITY PARTNERS LLC	0.18%	56.49K	3.76M	-639	-1.12%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	63.06K	4.2M	2.41K	+3.98%
Mar 31, 2024	EWG ELEVATE INC.	0.21%	62.99K	4.19M	62.99K	+100.00%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.41%	137.46K	9.15M	1.1K	+0.81%
Mar 31, 2024	HAMILTON WEALTH, LLC	0.44%	135.04K	8.99M	2.08K	+1.57%
Mar 31, 2024	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.45%	138.3K	9.21M	-4.53K	-3.17%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.68%	209.43K	13.94M	2.67K	+1.29%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.69%	230.79K	15.36M	2.84K	+1.25%
Mar 31, 2024	POLIANTA LTD	0.72%	221.6K	14.75M	0	0
Mar 31, 2024	HOYLECOHEN, LLC	0.1%	31.86K	2.12M	-19.28K	-37.70%
Mar 31, 2024	DAVID R. RAHN & ASSOCIATES INC.	0.19%	59.16K	3.94M	-252	-0.42%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.76%	232.2K	15.46M	213.88K	+1,167.60%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.8%	268.71K	17.89M	67.23K	+33.37%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.82%	274.12K	18.25M	1.85K	+0.68%
Mar 31, 2024	ROYAL BANK OF CANADA	1.08%	362.95K	24.16M	20.6K	+6.02%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.18%	393.45K	26.2M	-44.62K	-10.19%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.29%	397.01K	26.43M	397.01K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	1.7%	567.25K	37.76M	-23.06K	-3.91%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	1.71%	524.08K	34.89M	312.48K	+147.67%
Mar 31, 2024	UBS GROUP AG	2.49%	833.04K	55.46M	3.83K	+0.46%
Mar 31, 2024	MORGAN STANLEY	3.62%	1.21M	80.66M	-19.88K	-1.61%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.04%	1.69M	112.23M	8.51K	+0.51%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.06%	21.28K	1.42M	-880	-3.97%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	23.36K	1.56M	-332	-1.40%
Mar 31, 2024	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.2%	60.02K	4M	-568	-0.94%
Mar 31, 2024	NILSINE PARTNERS, LLC	0.07%	23.48K	1.56M	-366	-1.54%
Mar 31, 2024	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.2%	60.67K	4.04M	12.42K	+25.74%
Mar 31, 2024	LINSCOMB & WILLIAMS, INC.	0.2%	62.33K	4.15M	-48	-0.08%
Mar 31, 2024	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.22%	67.07K	4.46M	-1.24K	-1.81%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.07%	24.42K	1.63M	-16.21K	-39.91%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.08%	25.63K	1.71M	-1.12K	-4.17%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.08%	26.55K	1.77M	-681	-2.50%
Mar 31, 2024	CURBSTONE FINANCIAL MANAGEMENT CORP	0.08%	26.8K	1.78M	-100	-0.37%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	27.25K	1.8M	4.96K	+22.24%
Mar 31, 2024	CONSERVEST CAPITAL ADVISORS, INC.	0.24%	73.22K	4.87M	-439	-0.60%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.26%	78.49K	5.23M	198	+0.25%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.26%	86.01K	5.78M	-133.31K	-60.78%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.27%	89.4K	5.95M	-2.12K	-2.32%
Mar 31, 2024	COMMERCE BANK	0.29%	87.77K	5.84M	-334	-0.38%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	97.73K	6.51M	-40.15K	-29.12%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.3%	101.13K	6.73M	11.87K	+13.30%
Mar 31, 2024	CWM, LLC	0.38%	117.82K	7.84M	-27.17K	-18.74%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.4%	121.23K	8.07M	-35.26K	-22.53%
Dec 31, 2023	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.47%	142.82K	8.69M	-1.09K	-0.76%
Dec 31, 2023	CWM, LLC	0.48%	144.99K	8.82M	-33.95K	-18.97%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.52%	156.49K	9.52M	-63.71K	-28.93%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.67%	201.48K	12.26M	-43.6K	-17.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.68%	206.77K	12.58M	170	+0.08%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	0.7%	211.6K	12.88M	-5.02K	-2.32%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.72%	219.33K	13.34M	13.39K	+6.50%
Dec 31, 2023	POLIANTA LTD	0.73%	221.6K	13.49M	0	0
Dec 31, 2023	DAVID R. RAHN & ASSOCIATES INC.	0.2%	59.41K	3.62M	-23.82K	-28.62%
Dec 31, 2023	CREATIVE PLANNING	0.19%	57.29K	3.49M	718	+1.27%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.19%	57.27K	3.49M	-454	-0.79%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.75%	227.95K	13.87M	14.14K	+6.61%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.9%	272.27K	16.57M	-893	-0.33%
Dec 31, 2023	ROYAL BANK OF CANADA	1.13%	342.35K	20.84M	-18.92K	-5.24%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.45%	438.06K	26.66M	-15.66K	-3.45%
Dec 31, 2023	LPL FINANCIAL LLC	1.95%	590.31K	35.93M	-42.58K	-6.73%
Dec 31, 2023	UBS GROUP AG	2.74%	829.21K	50.47M	-17.77K	-2.10%
Dec 31, 2023	MORGAN STANLEY	4.07%	1.23M	74.95M	14.1K	+1.16%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.55%	1.68M	102.09M	-30.4K	-1.78%
Dec 31, 2023	CONSERVEST CAPITAL ADVISORS, INC.	0.24%	73.66K	4.48M	-1.83K	-2.43%
Dec 31, 2023	PARSONS CAPITAL MANAGEMENT INC/RI	0.11%	33.26K	2.02M	-707	-2.08%
Dec 31, 2023	CITADEL ADVISORS LLC	0.12%	34.98K	2.13M	8.83K	+33.75%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.12%	35.22K	2.14M	-30.5K	-46.41%
Dec 31, 2023	BOGART WEALTH, LLC	0.12%	36.91K	2.25M	3.18K	+9.42%
Dec 31, 2023		0.13%	39.27K	2.39M	39.27K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.13%	39.78K	2.42M	32.91K	+478.82%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.13%	40.38K	2.46M	1.52K	+3.90%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.13%	40.63K	2.47M	-190	-0.47%
Dec 31, 2023	MARINER, LLC	0.14%	41.63K	2.53M	984	+2.42%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.16%	48.19K	2.93M	-1.48K	-2.98%
Dec 31, 2023	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.16%	48.26K	2.94M	-3.72K	-7.16%
Dec 31, 2023	CERITY PARTNERS LLC	0.19%	57.13K	3.48M	12.34K	+27.54%
Dec 31, 2023	GRANITE BAY WEALTH MANAGEMENT, LLC	0.24%	71.73K	3.95M	64	+0.09%
Dec 31, 2023	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.23%	68.31K	4.16M	360	+0.53%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.17%	51.64K	3.14M	14.05K	+37.39%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.17%	51.42K	3.13M	2.38K	+4.84%
Dec 31, 2023	HOYLECOHEN, LLC	0.17%	51.15K	3.11M	63	+0.12%
Dec 31, 2023	THEORY FINANCIAL LLC	0.22%	67.42K	4.1M	1.37K	+2.07%
Dec 31, 2023	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.22%	67.16K	4.09M	1.43K	+2.17%
Dec 31, 2023	LINSCOMB & WILLIAMS, INC.	0.21%	62.38K	3.8M	-2K	-3.11%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	60.65K	3.69M	1.03K	+1.72%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.26%	78.29K	4.76M	46.27K	+144.50%
Dec 31, 2023	COMMERCE BANK	0.29%	88.1K	5.36M	-415	-0.47%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.3%	89.26K	5.43M	2.88K	+3.34%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.3%	91.52K	5.57M	-414	-0.45%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.16%	49.42K	3.01M	-448	-0.90%
Dec 31, 2023	RAAB & MOSKOWITZ ASSET MANAGEMENT LLC	0.2%	60.59K	3.69M	-361	-0.59%
Dec 31, 2023	HAMILTON WEALTH, LLC	0.44%	132.95K	8.09M	-886	-0.66%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.45%	136.36K	8.3M	-143	-0.10%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.46%	137.88K	8.39M	-4.18K	-2.94%

Frequently Asked Questions