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

Who are the major shareholders selling ROBO Global Robotics and Automation Index ETF stock?

MERCER GLOBAL ADVISORS INC /ADV, in the last quarter, reduced its stake in ROBO by -4.2% restricting it's holding to 52.3 thousand shares of worth nearly $4.48M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also lessened -9.03% of the ROBO shares from its portfolio, reducing its holding to 48.47 thousand shares of worth $4.15M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned ROBO shares holding by -14.18% last quarter which brought its holding to 46.6 thousand shares worth $3.99M.

Investors who are buying ROBO stock?

As per its latest 13F filing, FEDERATION DES CAISSES DESJARDINS DU QUEBEC increased its stake in ROBO by 2,223.43% in the last quarter. The institutional holder raised its holding to 51.46 thousand shares having worth more than $4.41M. BIP WEALTH, LLC also added 2.25% more shares of ROBO to its portfolio, raising its holding to 49.26 thousand shares of worth $4.22M. PINNACLE ASSOCIATES LTD also increased its ROBO shares holding by 4.1% which brought its holding to 47.62 thousand shares worth $4.08M.

ROBO's major insiders: who are they?

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

Did an insider recently sell ROBO stock?

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

Which insider recently purchased ROBO stock?

There have been 0 transaction(s) during the past 6-months in which ROBO Global Robotics and Automation Index ETF insiders have bought stock, totalling 0 shares

How much of ROBO does insiders own?

Around 0 ROBO Global Robotics and Automation Index ETF shares are held by insiders, which represents about N/A of ROBO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ROBO?

MERCER GLOBAL ADVISORS INC /ADV is the largest institutional owner in ROBO which holds 52.3 thousand shares worth $4.48M or 0.2% of the total ROBO shares outstanding followed by FEDERATION DES CAISSES DESJARDINS DU QUEBEC with ownership of 51.46 thousand shares representing 0.2% of the ROBO ownership. SG AMERICAS SECURITIES, LLC is the third largest stakeholder with 50 thousand shares or 0.19% of the ownership worth more than $4.28M.

Is ROBO Global Robotics and Automation Index 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 ROBO is concerned, it is a stock which is optionable.

Is there a short position on ROBO's shares?

Number of ROBO 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 ROBO shares are there?

As of today, null shares of ROBO are outstanding.

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

ROBO 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 ROBO is null.

ROBO Global Robotics and Automation Index ETF (ROBO) 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. MERCER GLOBAL ADVISORS INC /ADV is the top corporate investor, holding 52.3K shares valued at $4.48M. A 0.2% stake in ROBO Global Robotics and Automation Index ETF is owned by the company. FEDERATION DES CAISSES DESJARDINS DU QUEBEC owns 51.46K shares valued at $4.41M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.2%	52.3K	4.48M	-2.3K	-4.20%
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.2%	51.46K	4.41M	49.25K	+2,223.43%
Jun 30, 2026	SG AMERICAS SECURITIES, LLC	0.19%	50K	4.28M	0	0
Jun 30, 2026	BIP WEALTH, LLC	0.19%	49.26K	4.22M	1.09K	+2.25%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	48.47K	4.15M	-4.81K	-9.03%
Jun 30, 2026	PINNACLE ASSOCIATES LTD	0.19%	47.62K	4.08M	1.88K	+4.10%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	46.6K	3.99M	-7.7K	-14.18%
Jun 30, 2026	CITIGROUP INC	0.17%	42.65K	3.65M	292	+0.69%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	41.46K	3.55M	4.48K	+12.13%
Jun 30, 2026	EAGLE STRATEGIES LLC	0.16%	41.31K	3.54M	1.36K	+3.40%
Jun 30, 2026	PACIFIC SUN FINANCIAL CORP	0.15%	37.44K	3.21M	-263	-0.70%
Jun 30, 2026		0.13%	31.01K	2.66M	-3.66K	-10.56%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.12%	29.66K	2.54M	830	+2.88%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.11%	28.72K	2.46M	-467	-1.60%
Jun 30, 2026	MONECO ADVISORS, LLC	0.11%	28.11K	2.41M	308	+1.11%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.11%	27.32K	2.34M	18.11K	+196.55%
Jun 30, 2026	MORGAN STANLEY	3.49%	895.26K	76.69M	138.52K	+18.30%
Jun 30, 2026	UBS GROUP AG	3.42%	878.15K	75.22M	29.4K	+3.46%
Jun 30, 2026	ANNEX ADVISORY SERVICES, LLC	1.56%	399.98K	34.26M	-341.12K	-46.03%
Jun 30, 2026	MCMILL WEALTH MANAGEMENT	0.85%	205.33K	2.4M	205.33K	+100.00%
Jun 30, 2026	TRUE PRIVATE WEALTH ADVISORS	0.11%	25.98K	2.23M	-502	-1.90%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	25.46K	2.18M	20.34K	+397.42%
Jun 30, 2026	CURBSTONE FINANCIAL MANAGEMENT CORP	0.1%	25.21K	2.16M	40	+0.16%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.1%	23.27K	1.99M	1.25K	+5.67%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.09%	22.53K	1.93M	1.42K	+6.73%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.23%	57.79K	4.95M	-319	-0.55%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	21.81K	1.87M	4.16K	+23.56%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.09%	21.23K	1.82M	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.87%	480.23K	41.14M	-5.33K	-1.10%
Jun 30, 2026	LPL FINANCIAL LLC	1.52%	391.44K	33.53M	56.18K	+16.76%
Jun 30, 2026	ARMSTRONG ADVISORY GROUP, INC	0.85%	217.3K	18.61M	210.45K	+3,075.91%
Jun 30, 2026	RAINIER FAMILY WEALTH INC	0.14%	37.15K	3.18M	4.01K	+12.11%
Jun 30, 2026	INVERA WEALTH ADVISORS, LLC	0.14%	36.31K	3.11M	11.93K	+48.97%
Jun 30, 2026	COLONY GROUP, LLC	0.14%	35.49K	3.04M	-618	-1.71%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.12%	32.07K	2.75M	-727	-2.22%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	31.32K	2.68M	1.13K	+3.75%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.12%	30.46K	2.61M	-36.83K	-54.73%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.03%	265.42K	22.74M	14.31K	+5.70%
Jun 30, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	61.38K	5.26M	61.38K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.02%	262.47K	22.47M	148.33K	+129.96%
Jun 30, 2026	ROYAL BANK OF CANADA	0.87%	223.45K	19.14M	21.31K	+10.54%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.11%	26.01K	2.23M	13.56K	+108.87%
Jun 30, 2026	ANSON CAPITAL, INC.	0.11%	28.61K	2.45M	25.32K	+771.13%
Jun 30, 2026	HYPOSWISS ADVISORS SA	0.12%	31.01K	2.66M	-3.66K	-10.56%
Jun 30, 2026	GRAY FOUNDATION	0.8%	205K	17.56M	0	0
Jun 30, 2026	BILTMORE FAMILY OFFICE, LLC	0.79%	202.13K	17.31M	-826	-0.41%
Jun 30, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.68%	175.32K	15.02M	-7.52K	-4.11%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.67%	173.19K	14.84M	-7.49K	-4.15%
Jun 30, 2026	CARMEL CAPITAL MANAGEMENT L.L.C.	0.39%	100.49K	8.61M	1.55K	+1.57%
Jun 30, 2026	NTV ASSET MANAGEMENT LLC	0.37%	94.4K	8.09M	7.35K	+8.44%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	81.42K	6.97M	1.74K	+2.19%
Jun 30, 2026	CRESTWOOD ADVISORS GROUP LLC	0.31%	79.74K	6.83M	-139	-0.17%
Jun 30, 2026	GFS ADVISORS, LLC	0.31%	79.72K	29.12K	79.72K	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.3%	76.96K	6.59M	1.46K	+1.94%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.29%	73.65K	6.31M	1.23K	+1.70%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	72.97K	6.25M	9.62K	+15.18%
Jun 30, 2026	BLACK SWIFT GROUP, LLC	0.28%	71.46K	6.12M	6.92K	+10.72%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.27%	68.41K	5.86M	10.92K	+18.98%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.25%	64.54K	5.53M	4.58K	+7.65%
Jun 30, 2026	QUADCAP WEALTH MANAGEMENT, LLC	0.17%	42.83K	3.67M	-10.68K	-19.96%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.12%	29.73K	2.55M	-364	-1.21%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.99%	251.11K	17.18M	33.35K	+15.32%
Mar 31, 2026	CITIGROUP INC	0.17%	42.36K	2.9M	3.16K	+8.07%
Mar 31, 2026	EAGLE STRATEGIES LLC	0.16%	39.95K	2.73M	13.08K	+48.68%
Mar 31, 2026		0.14%	34.67K	2.37M	-690	-1.95%
Mar 31, 2026	RAINIER FAMILY WEALTH INC	0.13%	33.14K	2.27M	2.92K	+9.68%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.13%	32.8K	2.24M	32.8K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	30.19K	2.07M	9.37K	+45.01%
Mar 31, 2026	TRUE PRIVATE WEALTH ADVISORS	0.1%	26.48K	1.81M	26.48K	+100.00%
Mar 31, 2026	CURBSTONE FINANCIAL MANAGEMENT CORP	0.1%	25.17K	1.72M	686	+2.80%
Mar 31, 2026	PINNACLE ASSOCIATES LTD	0.18%	45.75K	3.13M	1.61K	+3.65%
Mar 31, 2026	BIP WEALTH, LLC	0.19%	48.17K	3.3M	2.84K	+6.27%
Mar 31, 2026	JANE STREET GROUP, LLC	0.19%	48.52K	3.32M	48.52K	+100.00%
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0.2%	50K	3.42M	-101	-0.20%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	53.27K	3.65M	4.3K	+8.78%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.26%	67.29K	4.61M	67.29K	+100.00%
Mar 31, 2026	BLACK SWIFT GROUP, LLC	0.25%	64.54K	4.42M	64.54K	+100.00%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.28%	72.42K	4.96M	5.83K	+8.75%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.05%	12.45K	852K	8.85K	+245.67%
Mar 31, 2026	BESSEMER GROUP INC	0.05%	12.94K	885K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.05%	13K	889.68K	-184	-1.40%
Mar 31, 2026	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.05%	13.28K	908.96K	-125	-0.93%
Mar 31, 2026	HRT FINANCIAL LP	0.05%	13.35K	913K	13.35K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.06%	14.38K	983.93K	2.54K	+21.44%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.06%	14.55K	995.74K	14.17K	+3,719.16%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.07%	17.32K	1.19M	17.32K	+100.00%
Mar 31, 2026	OPPENHEIMER & CO INC	0.07%	17.96K	1.23M	618	+3.56%
Mar 31, 2026	FORTIS GROUP ADVISORS, LLC	0.07%	18.71K	1.52M	64	+0.34%
Mar 31, 2026	RPG INVESTMENT ADVISORY, LLC	0.08%	19.18K	1.31M	-4K	-17.26%
Mar 31, 2026	LIDO ADVISORS, LLC	0.08%	20.21K	1.38M	-2.49K	-10.98%
Mar 31, 2026	SOLUTIONS 4 WEALTH, LTD	0.08%	21.03K	1.44M	2.96K	+16.37%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.08%	21.23K	1.45M	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.09%	22.02K	1.51M	1.14K	+5.47%
Mar 31, 2026	BANK OZK	0.09%	23.76K	1.63M	-202	-0.84%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	79.68K	5.45M	-10.9K	-12.03%
Mar 31, 2026	CRESTWOOD ADVISORS GROUP LLC	0.31%	79.88K	5.47M	21.21K	+36.14%
Mar 31, 2026	NTV ASSET MANAGEMENT LLC	0.34%	87.05K	5.96M	-1.47K	-1.66%
Mar 31, 2026	CARMEL CAPITAL MANAGEMENT L.L.C.	0.39%	98.94K	6.77M	0	0
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.72%	182.85K	12.51M	182.85K	+100.00%
Mar 31, 2026	BILTMORE FAMILY OFFICE, LLC	0.8%	202.95K	13.89M	1.28K	+0.64%
Mar 31, 2026	GRAY FOUNDATION	0.81%	205K	14.03M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.32%	335.26K	22.94M	-1.86K	-0.55%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.91%	485.55K	33.23M	400.37K	+469.99%
Mar 31, 2026	ANNEX ADVISORY SERVICES, LLC	2.91%	741.1K	50.71M	741.1K	+100.00%
Mar 31, 2026	UBS GROUP AG	3.34%	848.75K	58.08M	182.4K	+27.37%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.23%	57.5K	3.93M	20.13K	+53.87%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.1%	25.68K	1.76M	22.82K	+796.96%
Mar 31, 2026	COLONY GROUP, LLC	0.14%	36.11K	2.47M	-1.05K	-2.82%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.23%	58.11K	3.98M	110	+0.19%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	59.95K	4.1M	3.83K	+6.83%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.3%	75.5K	5.17M	341	+0.45%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.11%	29.19K	2M	-609	-2.04%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.12%	30.09K	2.06M	-1.07K	-3.44%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.45%	114.14K	7.82M	-30.59K	-21.14%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.71%	180.68K	12.36M	-3.41K	-1.85%
Mar 31, 2026	MORGAN STANLEY	2.97%	756.74K	51.78M	195.17K	+34.75%
Mar 31, 2026	QUADCAP WEALTH MANAGEMENT, LLC	0.21%	53.51K	3.66M	53.51K	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.21%	54.59K	3.74M	-10.86K	-16.59%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	63.35K	4.34M	7.62K	+13.67%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	54.3K	3.72M	-20.4K	-27.31%
Mar 31, 2026	ROYAL BANK OF CANADA	0.79%	202.14K	13.83M	5.26K	+2.67%
Mar 31, 2026	MONECO ADVISORS, LLC	0.11%	27.8K	1.9M	27.8K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	28.83K	1.97M	14.14K	+96.22%
Mar 31, 2026	INVERA WEALTH ADVISORS, LLC	0.1%	24.37K	1.67M	24.37K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	36.97K	2.53M	15.99K	+76.24%
Mar 31, 2026	PACIFIC SUN FINANCIAL CORP	0.15%	37.7K	2.58M	-110	-0.29%
Dec 31, 2025		0.08%	22.6K	1.57M	22.6K	+100.00%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.16%	44.14K	3.06M	-668	-1.49%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	48.97K	3.39M	-7.9K	-13.90%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.18%	50.1K	3.47M	103	+0.21%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	55.73K	3.86M	6.32K	+12.79%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.21%	56.12K	3.89M	-430	-0.76%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.21%	58.67K	4.07M	-268	-0.45%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	65.45K	4.54M	-1.71K	-2.54%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.24%	66.59K	4.62M	3.77K	+6.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.28%	75.16K	5.2M	-9.62K	-11.35%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	85.19K	5.9M	-1.16K	-1.34%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	90.57K	6.28M	-1.77K	-1.92%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.05%	13.19K	913.83K	183	+1.41%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	14.69K	1.02M	2.93K	+24.87%
Dec 31, 2025	BANK OZK	0.09%	23.96K	1.66M	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	28.56K	1.98M	16K	+127.42%
Dec 31, 2025	OPPENHEIMER & CO INC	0.06%	17.35K	1.2M	6.92K	+66.43%
Dec 31, 2025	SOLUTIONS 4 WEALTH, LTD	0.07%	18.07K	1.25M	47	+0.26%
Dec 31, 2025	FORTIS GROUP ADVISORS, LLC	0.07%	18.65K	1.35M	-72	-0.38%
Dec 31, 2025	LIDO ADVISORS, LLC	0.08%	22.7K	1.57M	22.7K	+100.00%
Dec 31, 2025	RPG INVESTMENT ADVISORY, LLC	0.08%	23.18K	1.61M	-120	-0.52%
Dec 31, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	0.09%	24.48K	1.7M	940	+3.99%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.07%	18.23K	1.26M	-1.78K	-8.88%
Dec 31, 2025	BESSEMER GROUP INC	0.05%	12.94K	897K	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.04%	12.22K	846.79K	1.12K	+10.12%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.04%	12.04K	834.27K	12.04K	+100.00%
Dec 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.04%	10.91K	756.44K	1.06K	+10.71%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.04%	10.65K	737.95K	271	+2.61%
Dec 31, 2025	BECK CAPITAL MANAGEMENT, LLC	0.04%	10.54K	730.81K	419	+4.14%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	20.88K	1.45M	5.99K	+40.27%
Dec 31, 2025	EAGLE STRATEGIES LLC	0.1%	26.87K	1.86M	2.25K	+9.15%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.21%	58K	4.02M	99	+0.17%
Dec 31, 2025	HUMANKIND INVESTMENTS LLC	0.15%	41.5K	2.88M	0	0
Dec 31, 2025	RAINIER FAMILY WEALTH INC	0.11%	30.21K	2.09M	4.96K	+19.62%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.12%	33K	2.29M	33K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.14%	37.15K	2.5M	-2.7K	-6.77%
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.14%	37.81K	2.62M	-206	-0.54%
Dec 31, 2025	CITIGROUP INC	0.14%	39.2K	2.72M	-1.58K	-3.88%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.11%	31.17K	2.16M	-14.83K	-32.24%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.11%	29.8K	2.07M	-1.25K	-4.04%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	20.82K	1.44M	2.72K	+15.00%
Dec 31, 2025	NTV ASSET MANAGEMENT LLC	0.32%	88.51K	6.13M	850	+0.97%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	20.98K	1.45M	3.95K	+23.23%
Dec 31, 2025	CARMEL CAPITAL MANAGEMENT L.L.C.	0.36%	98.94K	6.86M	800	+0.82%
Dec 31, 2025	ROYAL BANK OF CANADA	0.72%	196.88K	13.65M	4.1K	+2.13%
Dec 31, 2025	BILTMORE FAMILY OFFICE, LLC	0.74%	201.67K	13.98M	160	+0.08%
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.59%	161.98K	11.23M	5.9K	+3.78%
Dec 31, 2025	M & L CAPITAL MANAGEMENT LTD	0.68%	185.81K	12.88M	7.25K	+4.06%
Dec 31, 2025	BIP WEALTH, LLC	0.17%	45.33K	3.14M	45.33K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	144.72K	10.03M	20.63K	+16.62%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.67%	184.1K	12.76M	-1.29K	-0.70%
Dec 31, 2025	GRAY FOUNDATION	0.75%	205K	14.21M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.8%	217.76K	15.09M	11.88K	+5.77%
Dec 31, 2025	LPL FINANCIAL LLC	1.23%	337.12K	23.37M	8.66K	+2.64%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.14%	37.37K	2.59M	-2.51K	-6.29%
Dec 31, 2025	MORGAN STANLEY	2.06%	561.57K	38.92M	48.07K	+9.36%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	20.91K	1.45M	14.13K	+208.38%
Dec 31, 2025	MARINER, LLC	0.03%	8.71K	603.54K	-667	-7.11%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.03%	9.17K	635.38K	0	0
Dec 31, 2025	OBJECTIVITY SQUARED, LLC	0.04%	9.72K	673.32K	41	+0.42%
Dec 31, 2025	JPMORGAN CHASE & CO	0.04%	10.08K	698.93K	282	+2.88%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.04%	10.22K	700K	4.41K	+75.94%
Dec 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.08%	21.1K	1.46M	-291	-1.36%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.04%	10.38K	719.44K	0	0
Dec 31, 2025	UBS GROUP AG	2.44%	666.35K	46.18M	-4.39K	-0.65%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	21.23K	1.47M	0	0
Dec 31, 2025	HANCOCK PROSPECTING PTY LTD	0.08%	21.79K	1.51M	0	0
Sep 30, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.04%	10.38K	680.51K	-90	-0.86%
Sep 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.04%	9.86K	646.22K	379	+4.00%
Sep 30, 2025	BANK OZK	0.09%	23.96K	1.57M	-20	-0.08%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.57%	156.08K	10.23M	156.08K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	17.02K	1.12M	2.45K	+16.81%
Sep 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.07%	17.76K	1.16M	-75	-0.42%
Sep 30, 2025	SOLUTIONS 4 WEALTH, LTD	0.07%	18.02K	1.18M	-1	-0.01%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	18.1K	1.19M	-79.35K	-81.42%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	18.56K	1.22M	-421	-2.22%
Sep 30, 2025	FORTIS GROUP ADVISORS, LLC	0.07%	18.72K	1.3M	18.22K	+3,628.88%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.07%	20.01K	1.31M	-2.77K	-12.16%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	21.23K	1.39M	0	0
Sep 30, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	0.09%	23.54K	1.54M	2.76K	+13.28%
Sep 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.08%	21.39K	1.4M	-681	-3.09%
Sep 30, 2025	RPG INVESTMENT ADVISORY, LLC	0.09%	23.3K	1.53M	-465	-1.96%
Sep 30, 2025	RAINIER FAMILY WEALTH INC	0.09%	25.26K	1.66M	2.03K	+8.73%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.11%	29.62K	1.94M	10.77K	+57.16%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.11%	30.62K	2.01M	-231.96K	-88.34%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.11%	31.05K	2.04M	476	+1.56%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.14%	38.02K	2.49M	-80	-0.21%
Sep 30, 2025	COLONY GROUP, LLC	0.15%	39.85K	2.61M	3.16K	+8.62%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.15%	39.87K	2.61M	10.18K	+34.29%
Sep 30, 2025	HUMANKIND INVESTMENTS LLC	0.15%	41.5K	2.72M	0	0
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.16%	43.31K	2.84M	43.31K	+100.00%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.17%	45.99K	3.02M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	49.41K	3.18M	2.49K	+5.30%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.18%	50K	3.28M	50K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	56.55K	3.71M	3.14K	+5.88%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	56.88K	3.73M	6.89K	+13.77%
Sep 30, 2025	HANCOCK PROSPECTING PTY LTD	0.08%	21.79K	1.43M	0	0
Sep 30, 2025	EAGLE STRATEGIES LLC	0.09%	24.62K	1.61M	24.62K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.05%	14.56K	954.23K	315	+2.21%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.21%	57.9K	3.8M	-1.1K	-1.86%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.25%	67.16K	4.4M	-14.7K	-17.96%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.31%	84.78K	5.56M	7.24K	+9.34%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	86.34K	5.66M	-2.03K	-2.29%
Sep 30, 2025	CARMEL CAPITAL MANAGEMENT L.L.C.	0.36%	98.14K	6.43M	250	+0.26%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	124.09K	8.14M	-5.11K	-3.95%
Sep 30, 2025	M & L CAPITAL MANAGEMENT LTD	0.65%	178.56K	11.71M	178.56K	+100.00%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.68%	185.39K	12.15M	-4.53K	-2.39%
Sep 30, 2025	ROYAL BANK OF CANADA	0.71%	192.77K	12.64M	37.21K	+23.92%
Sep 30, 2025	BILTMORE FAMILY OFFICE, LLC	0.74%	201.51K	13.21M	180	+0.09%
Sep 30, 2025	GRAY FOUNDATION	0.75%	205K	13.44M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.75%	205.88K	13.5M	2.42K	+1.19%
Sep 30, 2025	MORGAN STANLEY	1.88%	513.5K	33.67M	26.12K	+5.36%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	14.88K	975.8K	-560	-3.63%
Sep 30, 2025	CITIGROUP INC	0.15%	40.78K	2.67M	663	+1.65%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.22%	58.94K	3.86M	-95	-0.16%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.23%	62.82K	4.12M	382	+0.61%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.32%	87.66K	5.75M	-1.5K	-1.68%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	92.35K	6.05M	-7.48K	-7.49%
Sep 30, 2025	GREENWICH WEALTH MANAGEMENT LLC	0.03%	7.94K	520K	0	0
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.03%	8.16K	535K	-1.45K	-15.09%
Sep 30, 2025	CAPROCK GROUP, LLC	0.03%	8.39K	535.04K	8.39K	+100.00%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.03%	8.82K	578.04K	189	+2.19%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.03%	9.17K	601K	-110	-1.19%
Sep 30, 2025	CERTUITY, LLC	0.03%	9.3K	609.84K	0	0
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.03%	9.4K	616.3K	0	0
Sep 30, 2025	OBJECTIVITY SQUARED, LLC	0.04%	9.67K	634.24K	0	0
Sep 30, 2025	FMR LLC	0.04%	9.69K	635.19K	2.42K	+33.33%
Sep 30, 2025	JPMORGAN CHASE & CO	0.04%	9.8K	642.63K	3.8K	+63.20%
Sep 30, 2025	UBS GROUP AG	2.46%	670.74K	43.97M	-57.24K	-7.86%
Sep 30, 2025	LPL FINANCIAL LLC	1.2%	328.46K	21.53M	27.81K	+9.25%
Sep 30, 2025	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.05%	14.53K	952.46K	140	+0.97%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	13K	852.41K	-36	-0.28%
Sep 30, 2025	BESSEMER GROUP INC	0.05%	12.94K	848K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.04%	10.7K	701.18K	5.56K	+108.36%
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	10.42K	683.27K	-134	-1.27%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.16%	44.81K	2.94M	-398	-0.88%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.46%	88.37K	5.28M	-7.6K	-7.92%
Jun 30, 2025	FOUNTAINHEAD AM, LLC	1.35%	262.58K	15.7M	-62.56K	-19.24%
Jun 30, 2025	GRAY FOUNDATION	1.06%	205K	12.25M	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.98%	189.92K	11.35M	-3.77K	-1.95%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.3%	59K	3.53M	-2.04K	-3.34%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.21%	40.04K	2.39M	-2.7K	-6.32%
Jun 30, 2025	RPG INVESTMENT ADVISORY, LLC	0.12%	23.76K	1.42M	-24.87K	-51.14%
Jun 30, 2025		0.1%	18.85K	1.13M	3.59K	+23.49%
Jun 30, 2025	HANCOCK PROSPECTING PTY LTD	0.11%	21.79K	1.3M	0	0
Jun 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.09%	17.83K	1.07M	-245	-1.36%
Jun 30, 2025	SPC FINANCIAL, INC.	0.08%	15.27K	913.08K	-310	-1.99%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	14.57K	871.25K	886	+6.47%
Jun 30, 2025	CLAY NORTHAM WEALTH MANAGEMENT, LLC	0.07%	14.39K	860.03K	-650	-4.32%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	13.45K	803.92K	2.19K	+19.44%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.07%	13.35K	846.92K	7.92K	+146.04%
Jun 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.05%	9.48K	566.59K	-1.09K	-10.35%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.05%	9.4K	561.97K	0	0
Jun 30, 2025	COLONY GROUP, LLC	0.19%	36.69K	2.19M	-206	-0.56%
Jun 30, 2025	MORGAN STANLEY	2.51%	487.38K	29.14B	-32.65K	-6.28%
Jun 30, 2025	ROYAL BANK OF CANADA	0.8%	155.56K	9.3M	357	+0.23%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.4%	77.54K	4.63M	-566	-0.72%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.32%	62.44K	3.73M	-38.13K	-37.92%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.3%	59.04K	3.53M	-2.71K	-4.40%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.18%	34.67K	2.07M	-68.75K	-66.47%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.16%	30.58K	1.83M	30.58K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	18.98K	1.13M	1.92K	+11.22%
Jun 30, 2025	SOLUTIONS 4 WEALTH, LTD	0.09%	18.02K	1.08M	550	+3.15%
Jun 30, 2025	PRUDENTIAL PLC	0.15%	28.44K	1.7M	4.3K	+17.81%
Jun 30, 2025	BANK OZK	0.12%	23.98K	1.43M	-304	-1.25%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.07%	13.22K	790.47K	572	+4.52%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.28%	53.41K	3.19M	-5.59K	-9.47%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.24%	45.99K	2.75M	-2.13K	-4.42%
Jun 30, 2025	BESSEMER GROUP INC	0.07%	12.94K	774K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.06%	11.13K	665K	-2.47K	-18.19%
Jun 30, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.05%	10.47K	625.9K	-3.84K	-26.85%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.05%	9.91K	592.36K	535	+5.71%
Jun 30, 2025	OBJECTIVITY SQUARED, LLC	0.05%	9.67K	578.32K	0	0
Jun 30, 2025	SOL CAPITAL MANAGEMENT CO	0.05%	9.61K	574K	-50	-0.52%
Jun 30, 2025	CARMEL CAPITAL MANAGEMENT L.L.C.	0.51%	97.89K	5.85M	-75	-0.08%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	46.92K	2.81M	-12.25K	-20.70%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	49.99K	2.99M	-25.9K	-34.13%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	203.46K	12.16M	-6.83K	-3.25%
Jun 30, 2025	BILTMORE FAMILY OFFICE, LLC	1.04%	201.33K	12.04M	-2.18K	-1.07%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	99.82K	5.97M	-5.66K	-5.36%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.46%	89.16K	5.33M	-1.75K	-1.93%
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.2%	38.1K	2.28M	-399	-1.04%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.15%	29.69K	1.77M	4.44K	+17.58%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	22.78K	1.36M	1.37K	+6.38%
Jun 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.11%	22.07K	1.32M	123	+0.56%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	21.23K	1.27M	0	0
Jun 30, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	0.11%	20.78K	1.24M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	18.3K	1.09M	13.8K	+306.67%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.23%	45.2K	2.7M	-4.09K	-8.30%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.22%	42.13K	2.52M	34.1K	+424.63%
Jun 30, 2025	HUMANKIND INVESTMENTS LLC	0.21%	41.5K	2.48M	0	0
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.09%	17.71K	1.06M	4.96K	+38.87%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	15.44K	923.17K	-288	-1.83%
Jun 30, 2025	CITIGROUP INC	0.21%	40.12K	2.4M	-2.42K	-5.70%
Jun 30, 2025	UBS GROUP AG	3.76%	727.98K	43.52M	-108.35K	-12.96%
Jun 30, 2025	LPL FINANCIAL LLC	1.55%	300.66K	17.97M	11.8K	+4.09%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.67%	129.2K	7.72M	-12.83K	-9.03%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	97.46K	5.83M	6.39K	+7.02%
Jun 30, 2025	CITADEL ADVISORS LLC	0.15%	29.63K	1.77B	-10.18K	-25.58%
Jun 30, 2025	RAINIER FAMILY WEALTH INC	0.12%	23.23K	1.39M	23.23K	+100.00%
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.1%	18.85K	1.13M	3.59K	+23.49%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.42%	81.86K	4.89M	-1.01K	-1.22%
Jun 30, 2025	JANE STREET GROUP, LLC	0.24%	45.65K	2.73M	32.64K	+250.87%
Mar 31, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	0.11%	20.78K	1.07M	-50	-0.24%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	21.23K	1.09M	1.62K	+8.24%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	21.41K	1.1M	2	+0.01%
Mar 31, 2025	PINNACLE ASSOCIATES LTD	0.25%	49.3K	2.54M	-76	-0.15%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	91.07K	4.69M	1.58K	+1.77%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.08%	15.83K	815K	15.83K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	17.07K	878.87K	17.07K	+100.00%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.08%	15.59K	802.64K	15.59K	+100.00%
Mar 31, 2025	HANCOCK PROSPECTING PTY LTD	0.11%	21.79K	1.12M	0	0
Mar 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.11%	21.95K	1.13M	100	+0.46%
Mar 31, 2025	CITADEL ADVISORS LLC	0.21%	39.81K	2.05M	18.88K	+90.22%
Mar 31, 2025	HUMANKIND INVESTMENTS LLC	0.21%	41.5K	2.14M	0	0
Mar 31, 2025	CITIGROUP INC	0.22%	42.54K	2.19M	-5.51K	-11.47%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.22%	43.5K	2.24M	43.5K	+100.00%
Mar 31, 2025	PRUDENTIAL PLC	0.12%	24.14K	1.24M	6.7K	+38.42%
Mar 31, 2025	BANK OZK	0.13%	24.28K	1.25M	0	0
Mar 31, 2025	NTV ASSET MANAGEMENT LLC	0.47%	90.91K	4.68M	19.52K	+27.33%
Mar 31, 2025	CARMEL CAPITAL MANAGEMENT L.L.C.	0.51%	97.97K	5.05M	250	+0.26%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.52%	100.57K	5.66M	1.12K	+1.13%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.53%	103.42K	5.33M	24.06K	+30.31%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	105.48K	5.43M	-616	-0.58%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.73%	142.03K	7.31M	-266	-0.19%
Mar 31, 2025	ROYAL BANK OF CANADA	0.8%	155.21K	7.99M	-2.68K	-1.70%
Mar 31, 2025	LPL FINANCIAL LLC	1.49%	288.85K	14.88M	-2.04K	-0.70%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.22%	42.74K	2.2M	-2.66K	-5.85%
Mar 31, 2025	RPG INVESTMENT ADVISORY, LLC	0.25%	48.64K	2.5M	22.52K	+86.21%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.25%	48.12K	2.48M	-38.3K	-44.32%
Mar 31, 2025	MORGAN STANLEY	2.68%	520.04K	26.78M	-28.27K	-5.16%
Mar 31, 2025	UBS GROUP AG	4.31%	836.33K	43.07M	-62.94K	-7.00%
Mar 31, 2025	WEALTHQUEST CORP	5.6%	1.09M	94.74M	1.09M	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	75.89K	3.91M	1.66K	+2.23%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.4%	78.11K	4.02M	20.05K	+34.54%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.31%	61.04K	3.14M	-2.54K	-3.99%
Mar 31, 2025	CRESTWOOD ADVISORS GROUP LLC	0.32%	61.75K	3.18M	6.14K	+11.05%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.13%	25.25K	1.3M	1.56K	+6.59%
Mar 31, 2025	COLONY GROUP, LLC	0.19%	36.89K	1.9M	-446	-1.19%
Mar 31, 2025	PACIFIC SUN FINANCIAL CORP	0.2%	38.49K	1.98M	-1.2K	-3.02%
Mar 31, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.28%	53.7K	2.77M	53.7K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	59K	3.04M	1.67K	+2.91%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	59.17K	3.05M	-628	-1.05%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.43%	82.87K	4.27M	448	+0.54%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.5%	95.96K	4.94M	-716	-0.74%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1%	193.69K	9.97M	-3.85K	-1.95%
Mar 31, 2025	BILTMORE FAMILY OFFICE, LLC	1.05%	203.51K	10.48M	-2.07K	-1.01%
Mar 31, 2025	GRAY FOUNDATION	1.06%	205K	10.56M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.08%	210.28K	10.83M	-4.11K	-1.92%
Mar 31, 2025	FOUNTAINHEAD AM, LLC	1.68%	325.14K	16.74M	13.77K	+4.42%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	15.73K	810.13K	704	+4.68%
Mar 31, 2025	SOLUTIONS 4 WEALTH, LTD	0.09%	17.47K	899.92K	0	0
Mar 31, 2025	BURKE & HERBERT BANK & TRUST CO	0.09%	18.08K	930.91K	-225	-1.23%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.63%	121.42K	7.12M	3.97K	+3.38%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	87.39K	5.12M	-5.81K	-6.23%
Mar 31, 2024	SPIREPOINT PRIVATE CLIENT, LLC	0.47%	90.61K	5.31M	90.61K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.58%	111.59K	6.54M	4.71K	+4.41%
Mar 31, 2024	FOUNTAINHEAD AM, LLC	1.33%	258.02K	15.13M	12.57K	+5.12%
Mar 31, 2024	LPL FINANCIAL LLC	1.83%	354.33K	20.78M	-16.02K	-4.33%
Mar 31, 2024	MORGAN STANLEY	4.5%	872.14K	51.14M	-132.6K	-13.20%
Mar 31, 2024	UBS GROUP AG	4.96%	960.82K	56.34M	38.04K	+4.12%
Mar 31, 2024		0.24%	47.4K	2.6M	47.4K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.43%	83.43K	4.89M	8.04K	+10.67%
Mar 31, 2024	BILTMORE FAMILY OFFICE, LLC	1.09%	211.29K	12.39M	15.68K	+8.02%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.19%	229.89K	13.47M	53.14K	+30.06%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.4%	76.78K	4.5M	-4.13K	-5.11%
Mar 31, 2024	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.11%	21.79K	1.28M	-483	-2.17%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.15%	28.91K	1.69M	912	+3.26%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.16%	30.8K	1.81M	19	+0.06%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.18%	35K	2.05M	578	+1.68%
Mar 31, 2024	USADVISORS WEALTH MANAGEMENT, LLC	0.2%	37.99K	2.22M	27.18K	+251.44%
Mar 31, 2024	COLONY GROUP, LLC	0.21%	40.87K	2.4M	30.77K	+304.61%
Mar 31, 2024	HUMANKIND INVESTMENTS LLC	0.21%	41.5K	2.43M	0	0
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.22%	43.58K	2.56M	-580	-1.31%
Mar 31, 2024	CETERA ADVISORS LLC	0.23%	45.53K	2.67M	29.65K	+186.81%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	48.57K	2.85M	1.13K	+2.38%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.26%	49.53K	2.9M	-1.62K	-3.16%
Mar 31, 2024	HALLMARK CAPITAL MANAGEMENT INC	0.26%	50.74K	2.98M	6	+0.01%
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.28%	53.84K	3.16M	-1.87K	-3.36%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.28%	54.81K	3.12M	-1.34K	-2.39%
Mar 31, 2024	CRESTWOOD ADVISORS GROUP LLC	0.28%	55.01K	3.23M	2.95K	+5.67%
Mar 31, 2024	CITADEL ADVISORS LLC	0.29%	56.23K	3.3M	35.05K	+165.56%
Mar 31, 2024	NTV ASSET MANAGEMENT LLC	0.46%	88.26K	5.18M	-1.76K	-1.95%
Mar 31, 2024	JANE STREET GROUP, LLC	0.46%	89.07K	5.22M	89.07K	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.47%	92.03K	5.4M	3.37K	+3.80%
Mar 31, 2024	CARMEL CAPITAL MANAGEMENT L.L.C.	0.51%	98.86K	5.8M	650	+0.66%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.53%	102.57K	6.02M	1.26K	+1.24%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.91%	176.05K	10.32M	8.08K	+4.81%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.94%	182.18K	10.68M	182.18K	+100.00%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	1.05%	203.28K	11.92M	-3.89K	-1.88%
Mar 31, 2024	GRAY FOUNDATION	1.06%	205K	12.02M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	1.08%	208.65K	12.24M	-32.5K	-13.48%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.09%	16.5K	967.5K	0	0
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.09%	16.92K	991.95K	-4K	-19.12%
Mar 31, 2024	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.09%	17.64K	1.03M	-347	-1.93%
Mar 31, 2024	BANK OF NEW HAMPSHIRE	0.09%	18.08K	1.06M	-438	-2.37%
Mar 31, 2024	SOLUTIONS 4 WEALTH, LTD	0.09%	18.4K	1.08M	6	+0.03%
Mar 31, 2024	SUMMIT FINANCIAL GROUP, INC.	0.1%	19.44K	1.14M	-695	-3.45%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	20.3K	1.19M	20.3K	+100.00%
Mar 31, 2024	MEANS INVESTMENT CO., INC.	0.11%	20.35K	1.19M	-6.92K	-25.38%
Mar 31, 2024	CURBSTONE FINANCIAL MANAGEMENT CORP	0.11%	20.63K	1.21M	-150	-0.72%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.11%	21.59K	1.27M	-756	-3.38%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.64%	124.13K	7.28M	97.08K	+358.77%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.8%	154.66K	9.07M	-2.92K	-1.85%
Mar 31, 2024	SOL CAPITAL MANAGEMENT CO	0.12%	23.89K	1.4M	-325	-1.34%
Mar 31, 2024	RPG INVESTMENT ADVISORY, LLC	0.12%	24.04K	1.41M	2.48K	+11.50%
Mar 31, 2024	ETF STORE, INC.	0.12%	24.08K	1.41M	1.02K	+4.40%
Mar 31, 2024	BANK OZK	0.13%	24.69K	1.45M	0	0
Mar 31, 2024	ELLIS INVESTMENT PARTNERS, LLC	0.13%	26.01K	1.53M	-1.08K	-3.97%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.15%	28.95K	1.7M	654	+2.31%
Mar 31, 2024	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.24%	47.4K	2.6M	47.4K	+100.00%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.3%	57.3K	3.36M	-10	-0.02%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.33%	64.25K	3.77M	-454	-0.70%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.34%	65.36K	3.83M	-1.84K	-2.74%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.38%	74.38K	4.36M	-21.56K	-22.47%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.87%	167.98K	9.63M	-21.14K	-11.18%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.91%	176.75K	10.01M	1.74K	+0.99%
Dec 31, 2023	BILTMORE FAMILY OFFICE, LLC	1.01%	195.61K	11.21M	-7.29K	-3.59%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.07%	207.17K	11.87M	734	+0.36%
Dec 31, 2023	ROYAL BANK OF CANADA	1.24%	241.15K	13.82M	-3.49K	-1.43%
Dec 31, 2023	FOUNTAINHEAD AM, LLC	1.27%	245.44K	14.06M	16.76K	+7.33%
Dec 31, 2023	LPL FINANCIAL LLC	1.91%	370.35K	21.22M	-11.78K	-3.08%
Dec 31, 2023	GRANITE BAY WEALTH MANAGEMENT, LLC	3.91%	757.63K	38.96M	494.12K	+187.52%
Dec 31, 2023	UBS GROUP AG	4.76%	922.78K	52.88M	-133.41K	-12.63%
Dec 31, 2023	MORGAN STANLEY	5.18%	1M	57.57M	-94.04K	-8.56%
Dec 31, 2023	CITADEL ADVISORS LLC	0.11%	21.17K	1.21M	-4.43K	-17.31%
Dec 31, 2023	RPG INVESTMENT ADVISORY, LLC	0.11%	21.56K	1.24M	925	+4.48%
Dec 31, 2023	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.11%	22.27K	1.28M	500	+2.30%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.12%	22.35K	1.28M	-7.51K	-25.15%
Dec 31, 2023	ETF STORE, INC.	0.12%	23.06K	1.32M	648	+2.89%
Dec 31, 2023	SOL CAPITAL MANAGEMENT CO	0.12%	24.22K	1.39M	275	+1.15%
Dec 31, 2023	BANK OZK	0.13%	24.69K	1.41M	-1.22K	-4.71%
Dec 31, 2023	PURUS WEALTH MANAGEMENT, LLC	0.13%	25.55K	1.46M	-538	-2.06%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.14%	27.06K	1.55M	-433	-1.58%
Dec 31, 2023	ELLIS INVESTMENT PARTNERS, LLC	0.14%	27.08K	1.55M	65	+0.24%
Dec 31, 2023	MEANS INVESTMENT CO., INC.	0.14%	27.28K	1.56M	-4.92K	-15.28%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.14%	27.99K	1.54M	-1.92K	-6.42%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.15%	28.3K	1.62M	131	+0.47%
Dec 31, 2023	WADE G W & INC	0.15%	29.24K	1.68M	-1.2K	-3.93%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.16%	30.78K	1.76M	-1K	-3.16%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.18%	34.42K	1.97M	3K	+9.54%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.21%	40.74K	711K	40.03K	+5,629.96%
Dec 31, 2023	HUMANKIND INVESTMENTS LLC	0.21%	41.5K	2.38M	41.5K	+100.00%
Dec 31, 2023	PACIFIC SUN FINANCIAL CORP	0.23%	44.16K	2.53M	-870	-1.93%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.24%	47.44K	2.72M	21	+0.04%
Dec 31, 2023	HALLMARK CAPITAL MANAGEMENT INC	0.26%	50.73K	2.91M	-6.08K	-10.69%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.26%	51.15K	2.93M	-2.83K	-5.24%
Dec 31, 2023	CRESTWOOD ADVISORS GROUP LLC	0.27%	52.06K	2.98M	3.2K	+6.54%
Dec 31, 2023	PINNACLE ASSOCIATES LTD	0.29%	55.71K	3.19M	2	0.00%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.29%	56.15K	3.14M	178	+0.32%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.3%	57.31K	3.28M	2.96K	+5.45%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.33%	64.71K	3.71M	-3.19K	-4.70%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.35%	67.2K	3.85M	-3.5K	-4.95%
Dec 31, 2023	CITIGROUP INC	0.39%	75.39K	4.32M	1.63K	+2.21%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.42%	80.92K	4.64M	1.09K	+1.36%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.46%	88.66K	5.08M	1.89K	+2.18%
Dec 31, 2023	NTV ASSET MANAGEMENT LLC	0.46%	90.01K	5.16M	-1.9K	-2.07%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	93.2K	5.34M	1.7K	+1.85%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.49%	95.94K	5.5M	3.23K	+3.49%
Dec 31, 2023	CARMEL CAPITAL MANAGEMENT L.L.C.	0.51%	98.21K	5.63M	2.2K	+2.29%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.52%	101.31K	5.81M	-1.41K	-1.37%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.61%	117.44K	6.73M	27.16K	+30.08%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.81%	157.58K	9.03M	-6.06K	-3.70%
Dec 31, 2023		0.55%	106.88K	6.12M	106.88K	+100.00%

Frequently Asked Questions