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

Who are the major shareholders selling State Street SPDR Dow Jones Global Real Estate ETF stock?

ADDIS & HILL, INC, in the last quarter, reduced its stake in RWO by -1.17% restricting it's holding to 145.64 thousand shares of worth nearly $7.24M. GOLDMAN SACHS GROUP INC also lessened -6.84% of the RWO shares from its portfolio, reducing its holding to 396.34 thousand shares of worth $19.70M. RAYMOND JAMES FINANCIAL INC also shunned RWO shares holding by -2.27% last quarter which brought its holding to 471.7 thousand shares worth $23.45M.

Investors who are buying RWO stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in RWO by 17.63% in the last quarter. The institutional holder raised its holding to 268.25 thousand shares having worth more than $13.33M. BRIGHTON JONES LLC also added 0.47% more shares of RWO to its portfolio, raising its holding to 282.84 thousand shares of worth $14.06M. CETERA INVESTMENT ADVISERS also increased its RWO shares holding by 0.4% which brought its holding to 69.78 thousand shares worth $3.47M.

RWO's major insiders: who are they?

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

Did an insider recently sell RWO stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR Dow Jones Global Real Estate ETF's stock. Within the last six months, there have been 0 transaction(s) in which RWO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased RWO stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR Dow Jones Global Real Estate ETF insiders have bought stock, totalling 0 shares

How much of RWO does insiders own?

Around 0 State Street SPDR Dow Jones Global Real Estate ETF shares are held by insiders, which represents about N/A of RWO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in RWO?

ADDIS & HILL, INC is the largest institutional owner in RWO which holds 145.64 thousand shares worth $7.24M or 0.59% of the total RWO shares outstanding followed by LPL FINANCIAL LLC with ownership of 268.25 thousand shares representing 1.09% of the RWO ownership. BRIGHTON JONES LLC is the third largest stakeholder with 282.84 thousand shares or 1.15% of the ownership worth more than $14.06M.

Is State Street SPDR Dow Jones Global Real Estate 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 RWO is concerned, it is a stock which is optionable.

Is there a short position on RWO's shares?

Number of RWO 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 RWO shares are there?

As of today, null shares of RWO are outstanding.

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

RWO 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 RWO is null.

State Street SPDR Dow Jones Global Real Estate ETF (RWO) 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. ADDIS & HILL, INC is the top corporate investor, holding 145.64K shares valued at $7.24M. A 0.59% stake in State Street SPDR Dow Jones Global Real Estate ETF is owned by the company. LPL FINANCIAL LLC owns 268.25K shares valued at $13.33M, which translates its holding of 1.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADDIS & HILL, INC	0.59%	145.64K	7.24M	-1.73K	-1.17%
Jun 30, 2026	LPL FINANCIAL LLC	1.09%	268.25K	13.33M	40.21K	+17.63%
Jun 30, 2026	BRIGHTON JONES LLC	1.15%	282.84K	14.06M	1.33K	+0.47%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.62%	396.34K	19.7M	-29.1K	-6.84%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.92%	471.7K	23.45M	-10.95K	-2.27%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.4%	1.57M	78.03M	-371	-0.02%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.22%	55K	2.73M	-4.76K	-7.97%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.28%	69.78K	3.47M	277	+0.40%
Jun 30, 2026	BROOKLYN FI, LLC	0.38%	91.94K	4.69M	-1.27K	-1.37%
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0.39%	94.54K	4.7M	2.66K	+2.90%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.39%	96.04K	4.77M	694	+0.73%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.42%	102.36K	5.09M	6.14K	+6.38%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.42%	103.26K	5.13M	-3.43K	-3.22%
Jun 30, 2026	WALDRON PRIVATE WEALTH LLC	0.42%	103.51K	5.15M	-2.21K	-2.09%
Jun 30, 2026	ORIN GREEN FINANCIAL, LLC	0.48%	116.45K	5.79M	-1.36K	-1.16%
Jun 30, 2026	NBC SECURITIES, INC.	0.1%	23.45K	1.17M	944	+4.19%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.3%	72.84K	3.62M	-1.72K	-2.31%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.29%	70.14K	3.49M	416	+0.60%
Jun 30, 2026	M&T BANK CORP	0.27%	67.32K	3.35M	-170	-0.25%
Jun 30, 2026	CAPSTONE FINANCIAL ADVISORS, INC.	0.26%	63.13K	3.14M	-3.08K	-4.65%
Jun 30, 2026	COLONY GROUP, LLC	0.24%	59.28K	2.95M	-2.74K	-4.42%
Jun 30, 2026	BANQUE CANTONALE VAUDOISE	0.22%	53.32K	2.65K	2.25K	+4.41%
Jun 30, 2026		0.19%	47.11K	2.34M	612	+1.32%
Jun 30, 2026	FSM WEALTH ADVISORS, LLC	0.19%	45.67K	2.27M	-1.45K	-3.07%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.17%	42.32K	2.1M	3.7K	+9.59%
Jun 30, 2026	ALTFEST L J & CO INC	0.16%	39.82K	1.98M	468	+1.19%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	39.65K	1.97M	837	+2.16%
Jun 30, 2026	STATE STREET CORP	24.59%	6.03M	299.73M	-108.87K	-1.77%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	6.54%	1.6M	79.73M	7.54K	+0.47%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	6.5%	1.59M	79.21M	47.03K	+3.04%
Jun 30, 2026	GLENMEDE TRUST CO NA	3.02%	739.57K	36.76M	-9.46K	-1.26%
Jun 30, 2026	QUENT CAPITAL, LLC	2.52%	618.78K	30.76M	25.14K	+4.24%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.32%	568.29K	28.25M	209.65K	+58.46%
Jun 30, 2026	MORGAN STANLEY	2.07%	507.08K	25.21M	6.74K	+1.35%
Jun 30, 2026	MARINER, LLC	1.24%	305.08K	15.17M	-3.43K	-1.11%
Jun 30, 2026	COLUMBIA RIVER FINANCIAL GROUP, LLC	0.16%	38.73K	1.93M	3.47K	+9.84%
Jun 30, 2026	MOSS ADAMS WEALTH ADVISORS LLC	0.23%	55.78K	2.77M	-900	-1.59%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.27%	66K	3.28M	1.7K	+2.64%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.43%	105.43K	5.24M	-223	-0.21%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.81%	197.93K	9.84M	-6.14K	-3.01%
Jun 30, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.62%	153.22K	7.62M	1.53K	+1.01%
Jun 30, 2026	WHITE & CO FINANCIAL PLANNING INC	0.54%	131.16K	6.52M	2.72K	+2.12%
Jun 30, 2026	CAPITAL INVESTMENT MANAGEMENT, INC.	0.19%	47.11K	2.34M	612	+1.32%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.23%	55.83K	2.78M	8.18K	+17.17%
Jun 30, 2026	ODYSSEY GROUP, LLC	0.55%	133.75K	6.65M	133.75K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.22%	54.25K	2.7M	-518	-0.95%
Jun 30, 2026	HILLS BANK & TRUST CO	0.37%	89.55K	4.45M	893	+1.01%
Jun 30, 2026	HSBC HOLDINGS PLC	0.87%	212.43K	10.56M	565	+0.27%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.89%	218.13K	11M	4.8K	+2.25%
Jun 30, 2026	CERITY PARTNERS LLC	0.97%	237.46K	11.8M	11.44K	+5.06%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	87.16K	4.33M	5.73K	+7.04%
Jun 30, 2026	FOSTER VICTOR WEALTH ADVISORS, LLC	0.34%	83.13K	4.18M	83.13K	+100.00%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.15%	38.04K	1.82M	18.84K	+98.14%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.15%	36.88K	1.83M	-1.35K	-3.53%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	35.29K	1.75M	-587	-1.64%
Jun 30, 2026	BOLTWOOD CAPITAL MANAGEMENT	0.13%	30.93K	1.54M	2.51K	+8.81%
Jun 30, 2026	ABACUS PLANNING GROUP, INC.	0.12%	28.98K	1.44M	-1.93K	-6.23%
Jun 30, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.11%	26.37K	1.31M	231	+0.88%
Jun 30, 2026	BRAND ASSET MANAGEMENT GROUP, INC.	0.11%	26.09K	1.3M	95	+0.37%
Jun 30, 2026	UBS GROUP AG	0.1%	24.42K	1.21M	371	+1.54%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.33%	80.26K	3.99M	2.54K	+3.27%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	54.77K	2.51M	-224	-0.41%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.26%	64.3K	2.94M	20.84K	+47.96%
Mar 31, 2026	CAPSTONE FINANCIAL ADVISORS, INC.	0.27%	66.21K	3.03M	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.94%	482.66K	22.09M	62.36K	+14.84%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	6.41%	1.6M	73.06M	31.46K	+2.01%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.86%	213.33K	9.57M	69.32K	+48.14%
Mar 31, 2026	BANQUE CANTONALE VAUDOISE	0.21%	51.06K	2.34M	0	0
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.3%	74.56K	3.41M	44.11K	+144.81%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.31%	77.72K	3.56M	77.72K	+100.00%
Mar 31, 2026	BROOKLYN FI, LLC	0.37%	93.21K	4.27M	16.22K	+21.06%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.37%	91.87K	4.21M	-1.66K	-1.78%
Mar 31, 2026	ADDIS & HILL, INC	0.59%	147.37K	6.75M	2.44K	+1.69%
Mar 31, 2026	CERITY PARTNERS LLC	0.91%	226.02K	10.34M	103.87K	+85.03%
Mar 31, 2026	LPL FINANCIAL LLC	0.92%	228.04K	10.44M	16.79K	+7.95%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.39%	96.22K	4.4M	1.28K	+1.35%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.38%	95.34K	4.36M	19	+0.02%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.42%	105.66K	4.84M	6.86K	+6.94%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.43%	106.69K	4.88M	809	+0.76%
Mar 31, 2026	WALDRON PRIVATE WEALTH LLC	0.42%	105.72K	4.84M	-9.34K	-8.12%
Mar 31, 2026	ORIN GREEN FINANCIAL, LLC	0.47%	117.81K	5.39M	-478	-0.40%
Mar 31, 2026	MORGAN STANLEY	2.01%	500.34K	22.9M	45.68K	+10.05%
Mar 31, 2026	QUENT CAPITAL, LLC	2.38%	593.63K	27.17M	75.64K	+14.60%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	6.21%	1.55M	70.78M	88.83K	+6.09%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.28%	69.51K	3.18M	896	+1.31%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.28%	69.72K	3.19M	-1.02K	-1.44%
Mar 31, 2026	COLONY GROUP, LLC	0.25%	62.02K	2.84M	-617	-0.99%
Mar 31, 2026	WHITE & CO FINANCIAL PLANNING INC	0.52%	128.44K	5.88M	7.76K	+6.43%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.61%	151.69K	6.94M	2.12K	+1.42%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.82%	204.07K	9.34M	-3.74K	-1.80%
Mar 31, 2026	BRIGHTON JONES LLC	1.18%	281.51K	12.88M	1.88K	+0.67%
Mar 31, 2026	HSBC HOLDINGS PLC	0.85%	211.86K	9.7M	-133.06K	-38.58%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	23.39K	1.07M	1.63K	+7.51%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.71%	425.45K	19.47M	-117.7K	-21.67%
Mar 31, 2026	NBC SECURITIES, INC.	0.1%	22.51K	1.03M	2.37K	+11.77%
Mar 31, 2026	UBS GROUP AG	0.1%	24.05K	1.1M	-5.38K	-18.28%
Mar 31, 2026	HHM WEALTH ADVISORS, LLC	0.1%	23.21K	1.06M	125	+0.54%
Mar 31, 2026	CWM, LLC	0.11%	25.27K	1.16M	-82	-0.32%
Mar 31, 2026	BRAND ASSET MANAGEMENT GROUP, INC.	0.11%	25.99K	1.19M	-753	-2.82%
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.11%	26.14K	1.2M	133	+0.51%
Mar 31, 2026	BOLTWOOD CAPITAL MANAGEMENT	0.12%	28.42K	1.3M	2.18K	+8.29%
Mar 31, 2026	ABACUS PLANNING GROUP, INC.	0.14%	30.9K	1.41M	-915	-2.88%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.3%	1.57M	71.86M	57.75K	+3.82%
Mar 31, 2026	JANE STREET GROUP, LLC	0.15%	35K	1.6M	10.8K	+44.61%
Mar 31, 2026	COLUMBIA RIVER FINANCIAL GROUP, LLC	0.15%	35.26K	1.61M	1.37K	+4.03%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.44%	358.64K	16.41M	30.87K	+9.42%
Mar 31, 2026	M&T BANK CORP	0.17%	42.51K	1.95M	-25.85K	-37.81%
Mar 31, 2026	GLENMEDE TRUST CO NA	3.01%	749.03K	34.28M	-13.11K	-1.72%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.18%	45.5K	2.08M	28.16K	+162.36%
Mar 31, 2026	ALTFEST L J & CO INC	0.16%	39.35K	1.8M	-120	-0.30%
Mar 31, 2026		0.19%	46.5K	2.13M	1.17K	+2.57%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.15%	38.23K	1.75M	5.76K	+17.73%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	35.88K	1.64M	508	+1.44%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.16%	38.62K	1.77M	8.33K	+27.49%
Mar 31, 2026	FSM WEALTH ADVISORS, LLC	0.19%	47.12K	2.16M	524	+1.12%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.19%	47.64K	2.18M	-10.7K	-18.33%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	38.82K	1.78M	1.21K	+3.23%
Mar 31, 2026	MARINER, LLC	1.24%	308.52K	14.12M	-1.2K	-0.39%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.24%	59.76K	2.74M	-4.12K	-6.44%
Mar 31, 2026	STATE STREET CORP	24.65%	6.14M	280.96M	-217.88K	-3.43%
Mar 31, 2026	HILLS BANK & TRUST CO	0.36%	88.66K	4.06M	-23.06K	-20.64%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	81.44K	3.73M	8.88K	+12.23%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.15%	35.4K	1.62M	34.67K	+4,735.79%
Mar 31, 2026	MOSS ADAMS WEALTH ADVISORS LLC	0.23%	56.68K	2.59M	-6.36K	-10.09%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.86%	207.81K	9.36M	-2.29K	-1.09%
Dec 31, 2025	M&T BANK CORP	0.28%	68.36K	3.08M	30	+0.04%
Dec 31, 2025		0.19%	45.33K	2.04M	45.33K	+100.00%
Dec 31, 2025	HSBC HOLDINGS PLC	1.42%	344.92K	15.53M	-99.05K	-22.31%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	6.39%	1.51M	68.08M	-12.68K	-0.83%
Dec 31, 2025	MORGAN STANLEY	1.92%	454.67K	20.47M	9.34K	+2.10%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.78%	420.29K	18.92M	39.49K	+10.37%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.38%	327.77K	14.76M	-72.85K	-18.18%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	37.6K	1.69M	164	+0.44%
Dec 31, 2025	FSM WEALTH ADVISORS, LLC	0.19%	46.59K	2.1M	-1.14K	-2.39%
Dec 31, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.26%	63.05K	2.84M	3.78K	+6.39%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.27%	63.12K	2.84M	63.12K	+100.00%
Dec 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.28%	66.21K	2.98M	0	0
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.4%	95.33K	4.29M	8.02K	+9.19%
Dec 31, 2025	QUENT CAPITAL, LLC	2.14%	517.99K	23.32M	49.43K	+10.55%
Dec 31, 2025	QUENT LONG SHORT GLOBAL SMALL CAP FUND, LP	2.19%	517.99K	23.32M	517.99K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.24%	543.15K	24.45M	-36.31K	-6.27%
Dec 31, 2025	GLENMEDE TRUST CO NA	3.22%	762.14K	34.31M	762.14K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	6.12%	1.46M	65.62M	62.71K	+4.50%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	6.61%	1.56M	70.45M	34.47K	+2.25%
Dec 31, 2025	STATE STREET CORP	26.85%	6.36M	286.16M	170.27K	+2.75%
Dec 31, 2025	IFG ADVISORY, LLC	0.1%	24.34K	1.1M	779	+3.31%
Dec 31, 2025	BIP WEALTH, LLC	0.1%	25.11K	1.13M	-861	-3.32%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	32.2K	1.45M	2.4K	+8.04%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.14%	32.47K	1.46B	981	+3.12%
Dec 31, 2025	COLUMBIA RIVER FINANCIAL GROUP, LLC	0.14%	33.9K	1.53M	1K	+3.04%
Dec 31, 2025	BARCLAYS PLC	0.14%	33.8K	1.52M	-2.48K	-6.83%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	35.37K	1.59M	7.39K	+26.41%
Dec 31, 2025	ALTFEST L J & CO INC	0.16%	39.47K	1.78M	-47	-0.12%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.18%	43.46K	1.96M	-3.64K	-7.73%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.2%	48.36K	2.18M	-20.72K	-29.99%
Dec 31, 2025	BANQUE CANTONALE VAUDOISE	0.21%	51.06K	2.3M	806	+1.60%
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	54.99K	2.48M	2.29K	+4.34%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.25%	58.34K	2.63M	58.34K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.26%	62.64K	2.82M	560	+0.90%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.27%	63.87K	2.88M	-4.67K	-6.81%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.29%	68.61K	3.09M	2.84K	+4.31%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	72.56K	3.27M	1.59K	+2.24%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.3%	70.74K	3.19M	2.31K	+3.37%
Dec 31, 2025	BROOKLYN FI, LLC	0.32%	76.99K	3.47M	14.06K	+22.35%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.39%	93.54K	4.21M	26	+0.03%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.4%	94.93K	4.27M	6.33K	+7.14%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.31%	75.9K	3.42M	6.47K	+9.32%
Dec 31, 2025	ABACUS PLANNING GROUP, INC.	0.13%	31.82K	1.43M	-420	-1.30%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.13%	30.29K	1.36M	5.09K	+20.17%
Dec 31, 2025	UBS GROUP AG	0.12%	29.43K	1.32M	7.18K	+32.25%
Dec 31, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.11%	26.75K	1.2M	1.51K	+5.98%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.11%	26.01K	1.17M	278	+1.08%
Dec 31, 2025	BOLTWOOD CAPITAL MANAGEMENT	0.11%	26.25K	1.18M	1.41K	+5.66%
Dec 31, 2025	CWM, LLC	0.1%	25.36K	1.14M	23.08K	+1,012.55%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.41%	98.8K	4.45M	-1.57K	-1.56%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.43%	105.88K	4.77M	-1.82K	-1.69%
Dec 31, 2025	HILLS BANK & TRUST CO	0.45%	111.72K	5.03M	-23.92K	-17.63%
Dec 31, 2025	WALDRON PRIVATE WEALTH LLC	0.48%	115.06K	5.18M	-1.66K	-1.42%
Dec 31, 2025	ORIN GREEN FINANCIAL, LLC	0.48%	118.29K	5.33M	1.29K	+1.10%
Dec 31, 2025	WHITE & CO FINANCIAL PLANNING INC	0.5%	120.68K	5.43M	-87	-0.07%
Dec 31, 2025	CERITY PARTNERS LLC	0.51%	122.16K	5.5M	-6.95K	-5.38%
Dec 31, 2025	ADDIS & HILL, INC	0.6%	144.93K	6.52M	-538	-0.37%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.61%	144K	6.48M	3.59K	+2.56%
Dec 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.62%	149.57K	6.73M	3.64K	+2.49%
Dec 31, 2025	LPL FINANCIAL LLC	0.89%	211.25K	9.51M	3.11K	+1.49%
Dec 31, 2025	BRIGHTON JONES LLC	1.15%	279.63K	12.59M	-353	-0.13%
Dec 31, 2025	MARINER, LLC	1.3%	309.72K	13.94M	2.24K	+0.73%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.35%	87.3K	4M	75.86K	+663.14%
Sep 30, 2025	MORGAN STANLEY	1.76%	445.32K	20.38M	24.56K	+5.84%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.59%	400.61K	18.34M	68.81K	+20.74%
Sep 30, 2025	ORIN GREEN FINANCIAL, LLC	0.46%	117K	5.36M	1.76K	+1.53%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.46%	116.72K	5.34M	-6.38K	-5.18%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.27%	69.08K	3.16M	-3.34K	-4.62%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.43%	107.7K	4.93M	-5.35K	-4.73%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.4%	100.37K	4.59M	-777	-0.77%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	86.26K	3.95M	77.73K	+910.99%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.35%	88.61K	4.06M	-4.17K	-4.50%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.83%	210.11K	9.62M	1.21K	+0.58%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.19%	47.1K	2.16M	-9.52K	-16.81%
Sep 30, 2025	APELLA CAPITAL, LLC	0.07%	17.34K	789.33K	-6.39K	-26.94%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.07%	17.94K	820.99K	1.54K	+9.40%
Sep 30, 2025	ASPIRE PRIVATE CAPITAL, LLC	0.07%	18.61K	821.6K	0	0
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	19.73K	902.85K	1.57K	+8.63%
Sep 30, 2025	RFG ADVISORY, LLC	0.08%	20.72K	948.2K	319	+1.56%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.08%	21.23K	971.45K	-511	-2.35%
Sep 30, 2025	UBS GROUP AG	0.09%	22.25K	1.02M	1.77K	+8.63%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.09%	22.75K	1.04M	639	+2.89%
Sep 30, 2025	LESTER MURRAY ANTMAN DBA SIMPLYRICH	0.09%	23.24K	1.06M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	29.81K	1.36M	1.81K	+6.45%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.12%	29.71K	1.36M	-33.16K	-52.74%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.27%	67.12K	3.07M	2.29K	+3.54%
Sep 30, 2025	IFG ADVISORY, LLC	0.09%	23.56K	1.08M	1.38K	+6.23%
Sep 30, 2025	HHM WEALTH ADVISORS, LLC	0.1%	24.24K	1.11M	0	0
Sep 30, 2025	BOLTWOOD CAPITAL MANAGEMENT	0.1%	24.84K	1.14M	500	+2.05%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.1%	25.21K	1.15M	-12.56K	-33.26%
Sep 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.1%	25.24K	1.16M	3.5K	+16.12%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.1%	25.73K	1.18M	25.73K	+100.00%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.15%	37.44K	1.71M	6.26K	+20.09%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.56%	140.42K	6.36M	1.3K	+0.94%
Sep 30, 2025	BIP WEALTH, LLC	0.1%	25.97K	1.19M	-2.61K	-9.13%
Sep 30, 2025	TOTAL WEALTH PLANNING, LLC	0.1%	26.09K	1.19M	-607	-2.27%
Sep 30, 2025	ABACUS PLANNING GROUP, INC.	0.13%	32.24K	1.48M	-545	-1.66%
Sep 30, 2025	ALTFEST L J & CO INC	0.16%	39.52K	1.81M	-71	-0.18%
Sep 30, 2025	COLONY GROUP, LLC	0.25%	62.08K	2.84M	1.18K	+1.94%
Sep 30, 2025	BROOKLYN FI, LLC	0.25%	62.93K	2.88M	1.03K	+1.66%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.27%	68.54K	3.14M	-14.06K	-17.02%
Sep 30, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.23%	59.26K	2.71M	-322	-0.54%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	70.97K	3.25M	919	+1.31%
Sep 30, 2025	STATE STREET CORP	24.51%	6.19M	283.14M	32.12K	+0.52%
Sep 30, 2025	M&T BANK CORP	0.27%	68.33K	3.13M	-4.1K	-5.66%
Sep 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.26%	66.21K	3.03M	-237	-0.36%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.26%	65.77K	3.01M	23.72K	+56.41%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.27%	68.43K	3.13M	-1.11K	-1.59%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.28%	69.43K	3.18M	6.35K	+10.06%
Sep 30, 2025	HILLS BANK & TRUST CO	0.54%	135.63K	6.21M	-147.24K	-52.05%
Sep 30, 2025	ADDIS & HILL, INC	0.58%	145.47K	6.67M	3.92K	+2.77%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.58%	145.93K	6.68M	2.34K	+1.63%
Sep 30, 2025	LPL FINANCIAL LLC	0.82%	208.15K	9.53M	24.4K	+13.28%
Sep 30, 2025	MARINER, LLC	1.22%	307.47K	14.07M	354	+0.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.51%	380.81K	17.43M	29.79K	+8.49%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.3%	579.45K	26.52M	11.54K	+2.03%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.04%	1.52M	69.8M	81.07K	+5.61%
Sep 30, 2025	WHITE & CO FINANCIAL PLANNING INC	0.48%	120.77K	5.53M	3.19K	+2.71%
Sep 30, 2025	CERITY PARTNERS LLC	0.51%	129.11K	5.91M	-1.61K	-1.23%
Sep 30, 2025	BRIGHTON JONES LLC	1.11%	279.98K	12.81M	727	+0.26%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.12%	31.49K	1.44M	-3.33K	-9.57%
Sep 30, 2025	FSM WEALTH ADVISORS, LLC	0.19%	47.73K	2.18M	530	+1.12%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.37%	93.51K	4.28M	-4.02K	-4.12%
Sep 30, 2025	BANQUE CANTONALE VAUDOISE	0.2%	50.26K	2.3M	1.59K	+3.27%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	52.7K	2.41M	-614	-1.15%
Sep 30, 2025	QUENT CAPITAL, LLC	1.86%	468.56K	21.45M	33.29K	+7.65%
Sep 30, 2025	HSBC HOLDINGS PLC	1.76%	443.97K	20.32M	-2.14K	-0.48%
Sep 30, 2025	BARCLAYS PLC	0.14%	36.28K	1.66M	8.51K	+30.64%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	6.06%	1.53M	70.04M	24.02K	+1.59%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	5.53%	1.39M	63.85M	8.53K	+0.62%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	3.03%	765.59K	35.04M	-11.22K	-1.44%
Sep 30, 2025	COLUMBIA RIVER FINANCIAL GROUP, LLC	0.13%	32.89K	1.5M	1.11K	+3.48%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.26%	63.08K	2.78M	27.29K	+76.27%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.26%	62.87K	2.77M	-12.41K	-16.48%
Jun 30, 2025	BANQUE CANTONALE VAUDOISE	0.2%	48.67K	2.15M	2.88K	+6.29%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	42.05K	1.86M	183	+0.44%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.15%	37.77K	1.67M	37.77K	+100.00%
Jun 30, 2025	ABACUS PLANNING GROUP, INC.	0.13%	32.78K	1.45M	-38	-0.12%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	3.16%	776.8K	34.29M	776.8K	+100.00%
Jun 30, 2025	QUENT CAPITAL, LLC	1.77%	435.28K	19.21M	35.45K	+8.87%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.58%	143.59K	6.34M	4.95K	+3.57%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.5%	123.1K	5.43M	-4.26K	-3.34%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.34%	82.6K	3.65M	-32.09K	-27.98%
Jun 30, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.24%	59.58K	2.63M	-15.36K	-20.49%
Jun 30, 2025	TOTAL WEALTH PLANNING, LLC	0.11%	26.7K	1.18M	-2.62K	-8.94%
Jun 30, 2025	DHK FINANCIAL ADVISORS, INC.	0.1%	25.48K	1.12M	257	+1.02%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.1%	24.96K	1.1M	262	+1.06%
Jun 30, 2025	BOLTWOOD CAPITAL MANAGEMENT	0.1%	24.34K	1.07M	3.53K	+16.93%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0.1%	24.24K	1.07M	-5.9K	-19.57%
Jun 30, 2025	APELLA CAPITAL, LLC	0.1%	23.74K	1.05M	-9.11K	-27.73%
Jun 30, 2025	BRAND ASSET MANAGEMENT GROUP, INC.	0.09%	21.73K	959.29K	1.09K	+5.28%
Jun 30, 2025	RFG ADVISORY, LLC	0.08%	20.4K	900.38K	-277	-1.34%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.43%	351.01K	15.49M	11.42K	+3.36%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.58%	142.14K	6.27M	17.89K	+14.40%
Jun 30, 2025	M&T BANK CORP	0.29%	72.43K	3.2M	42.94K	+145.59%
Jun 30, 2025	MORGAN STANLEY	1.71%	420.76K	18.57M	-6.92K	-1.62%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.28%	69.54K	3.07M	329	+0.48%
Jun 30, 2025	BROOKLYN FI, LLC	0.25%	61.9K	2.73M	-2.66K	-4.12%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.4%	97.53K	4.31M	-2.68K	-2.68%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.38%	92.78K	4.1M	1.54K	+1.69%
Jun 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.27%	66.45K	2.93M	0	0
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.13%	31.18K	1.38M	1.06K	+3.50%
Jun 30, 2025	COLONY GROUP, LLC	0.25%	60.89K	2.69M	-6.61K	-9.79%
Jun 30, 2025	ROYAL BANK OF CANADA	0.22%	53.32K	2.35M	-2.88K	-5.13%
Jun 30, 2025		0.13%	31.79K	1.4M	-3.32K	-9.45%
Jun 30, 2025	BIP WEALTH, LLC	0.12%	28.58K	1.26M	-1.87K	-6.13%
Jun 30, 2025	LESTER MURRAY ANTMAN DBA SIMPLYRICH	0.09%	23.24K	1.03M	0	0
Jun 30, 2025	IFG ADVISORY, LLC	0.09%	22.17K	978.77K	144	+0.65%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.09%	22.12K	984.78K	730	+3.41%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.09%	21.74K	959.45K	-2.08K	-8.72%
Jun 30, 2025	ADDIS & HILL, INC	0.58%	141.55K	6.25M	-2.72K	-1.89%
Jun 30, 2025	FSM WEALTH ADVISORS, LLC	0.19%	47.2K	2.08M	-18.82K	-28.50%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.87%	1.44M	63.73M	19.9K	+1.40%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	5.63%	1.39M	61.2M	-50.09K	-3.49%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.31%	567.91K	25.07M	8.62K	+1.54%
Jun 30, 2025	JANE STREET GROUP, LLC	1.83%	450K	19.86M	417.01K	+1,264.13%
Jun 30, 2025	HSBC HOLDINGS PLC	1.81%	446.11K	19.69M	-11.49K	-2.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.35%	331.81K	14.63M	-293.55K	-46.94%
Jun 30, 2025	MARINER, LLC	1.25%	307.12K	13.56M	14.03K	+4.79%
Jun 30, 2025	HILLS BANK & TRUST CO	1.15%	282.88K	12.49M	-16.31K	-5.45%
Jun 30, 2025	BRIGHTON JONES LLC	1.13%	279.26K	12.33M	8.97K	+3.32%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.85%	208.9K	9.22M	-438	-0.21%
Jun 30, 2025	LPL FINANCIAL LLC	0.75%	183.74K	8.11M	-91	-0.05%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.57%	139.11K	6.13M	2.65K	+1.94%
Jun 30, 2025	CERITY PARTNERS LLC	0.53%	130.71K	5.77M	-241	-0.18%
Jun 30, 2025	ORIN GREEN FINANCIAL, LLC	0.47%	115.24K	5.09M	160	+0.14%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	113.05K	4.99M	13.22K	+13.24%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.41%	101.14K	4.46M	12.03K	+13.50%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.29%	72.42K	3.2M	-1.91K	-2.57%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	70.05K	3.09M	894	+1.29%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.26%	64.83K	2.86M	64.83K	+100.00%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.14%	34.83K	1.54M	-5.47K	-13.58%
Jun 30, 2025	ALTFEST L J & CO INC	0.16%	39.59K	1.75M	-472	-1.18%
Jun 30, 2025	STATE STREET CORP	25.01%	6.15M	271.64M	258.49K	+4.38%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	6.12%	1.51M	66.49M	17.29K	+1.16%
Jun 30, 2025	WHITE & CO FINANCIAL PLANNING INC	0.48%	117.57K	5.18M	1.55K	+1.33%
Jun 30, 2025	COLUMBIA RIVER FINANCIAL GROUP, LLC	0.13%	31.79K	1.4M	-3.32K	-9.45%
Mar 31, 2025	LPL FINANCIAL LLC	0.75%	183.83K	8.02M	-56.36K	-23.46%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.85%	209.33K	9.14M	-3.03K	-1.42%
Mar 31, 2025	BRIGHTON JONES LLC	1.1%	270.29K	11.8M	-85.25K	-23.98%
Mar 31, 2025	MARINER, LLC	1.19%	293.08K	12.79M	-5.01K	-1.68%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	6.07%	1.49M	64.98M	-101.36K	-6.37%
Mar 31, 2025	HILLS BANK & TRUST CO	1.22%	299.19K	13.06M	27.78K	+10.24%
Mar 31, 2025	ABACUS PLANNING GROUP, INC.	0.13%	32.82K	1.43M	-648	-1.94%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.16%	40.3K	1.76M	611	+1.54%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	41.87K	1.83M	-1.3K	-3.01%
Mar 31, 2025	RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC	0.31%	76.6K	3.34M	1.41K	+1.88%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.37%	91.24K	3.98M	-9.58K	-9.50%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.41%	99.83K	4.36M	-12.18K	-10.88%
Mar 31, 2025	ORIN GREEN FINANCIAL, LLC	0.47%	115.08K	4.84M	13.52K	+13.31%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.38%	339.59K	14.82M	9.74K	+2.95%
Mar 31, 2025	QUENT CAPITAL, LLC	1.63%	399.83K	17.45M	33.25K	+9.07%
Mar 31, 2025	MORGAN STANLEY	1.74%	427.68K	18.66M	-75.83K	-15.06%
Mar 31, 2025	HSBC HOLDINGS PLC	1.86%	457.6K	19.97M	-23K	-4.79%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.28%	559.29K	24.41M	-96.53K	-14.72%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.55%	625.36K	27.29M	77.21K	+14.09%
Mar 31, 2025	GLENMEDE TRUST CO NA	3.66%	898.71K	39.22M	-22.07K	-2.40%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.8%	1.42M	62.14M	-24.31K	-1.68%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	5.85%	1.44M	62.69M	23.08K	+1.63%
Mar 31, 2025	WALDRON PRIVATE WEALTH LLC	0.52%	127.36K	5.56M	-63.89K	-33.41%
Mar 31, 2025	CERITY PARTNERS LLC	0.53%	130.96K	5.71M	-141.27K	-51.90%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.56%	136.46K	5.92M	3.12K	+2.34%
Mar 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.56%	138.64K	6.05M	3.63K	+2.69%
Mar 31, 2025	STATE STREET CORP	24.02%	5.9M	257.28M	10.37K	+0.18%
Mar 31, 2025	APELLA CAPITAL, LLC	0.13%	32.85K	1.35M	32.85K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.13%	32.99K	1.44M	32.99K	+100.00%
Mar 31, 2025		0.14%	35.11K	1.53M	-128	-0.36%
Mar 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.15%	35.79K	1.56M	35.79K	+100.00%
Mar 31, 2025	ALTFEST L J & CO INC	0.16%	40.06K	1.75M	-530	-1.31%
Mar 31, 2025	BANQUE CANTONALE VAUDOISE	0.19%	45.79K	2M	45.79K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.23%	56.2K	2.45M	4.84K	+9.42%
Mar 31, 2025	MOSS ADAMS WEALTH ADVISORS LLC	0.31%	74.94K	3.27M	28.22K	+60.39%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.31%	75.28K	3.29M	147	+0.20%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.36%	89.11K	3.89M	-468	-0.52%
Mar 31, 2025	JFS WEALTH ADVISORS, LLC	0.41%	100.22K	4.37M	-1.64K	-1.61%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.19%	47.49K	2.07M	47.49K	+100.00%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.47%	114.7K	5.01M	-7.74K	-6.32%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.51%	124.25K	5.42M	30.56K	+32.62%
Mar 31, 2025	BROOKLYN FI, LLC	0.26%	64.56K	2.82M	9.96K	+18.23%
Mar 31, 2025	FSM WEALTH ADVISORS, LLC	0.27%	66.02K	2.88M	-22.01K	-25.01%
Mar 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.27%	66.45K	2.9M	14	+0.02%
Mar 31, 2025	COLONY GROUP, LLC	0.28%	67.5K	2.95M	1.02K	+1.53%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	69.16K	3.02M	4.77K	+7.42%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.28%	69.21K	3.02M	-111	-0.16%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.3%	74.33K	3.24M	-14.08K	-15.92%
Mar 31, 2025	ADDIS & HILL, INC	0.59%	144.27K	6.3M	10.07K	+7.50%
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0.41%	112.54K	4.82M	-3.05K	-2.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.41%	123.89K	5.31M	-17.59K	-12.43%
Mar 31, 2024	XML FINANCIAL, LLC	0.42%	115.9K	4.96M	10.17K	+9.62%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.16%	43.33K	1.86M	16.79K	+63.29%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	61.2K	2.62M	6.69K	+12.27%
Mar 31, 2024	AVIDIAN WEALTH SOLUTIONS, LLC	0.5%	139.48K	5.97M	1.43K	+1.03%
Mar 31, 2024	HILLS BANK & TRUST CO	0.73%	202.94K	8.69M	14.35K	+7.61%
Mar 31, 2024	LPL FINANCIAL LLC	0.76%	230.9K	9.89M	20.98K	+9.99%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.8%	223.25K	9.56M	-13.42K	-5.67%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.83%	230.13K	9.85M	-27.5K	-10.68%
Mar 31, 2024	CERITY PARTNERS LLC	0.87%	241.51K	10.34M	-8.05K	-3.22%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.01%	307.34K	13.16M	87.41K	+39.74%
Mar 31, 2024	BRIGHTON JONES LLC	1.05%	290.62K	12.44M	7.34K	+2.59%
Mar 31, 2024	QUENT CAPITAL, LLC	1.05%	290.84K	12.45M	43.05K	+17.37%
Mar 31, 2024	MARINER, LLC	1.15%	318.1K	13.62M	-17.96K	-5.34%
Mar 31, 2024	HSBC HOLDINGS PLC	1.24%	377.56K	16.17M	-9.91K	-2.56%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	5.04%	1.53M	65.51M	20.57K	+1.36%
Mar 31, 2024	COASTLINE TRUST CO	0.09%	26.9K	1.15M	0	0
Mar 31, 2024	CETERA ADVISORS LLC	0.09%	28.12K	1.2M	20.6K	+273.77%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.09%	28.65K	1.23M	-486	-1.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.11%	32.93K	1.41M	-4.1K	-11.07%
Mar 31, 2024	ABACUS PLANNING GROUP, INC.	0.11%	34.23K	1.47M	-16	-0.05%
Mar 31, 2024	DHK FINANCIAL ADVISORS, INC.	0.12%	37.46K	1.6M	-2.08K	-5.25%
Mar 31, 2024	TOTAL WEALTH PLANNING, LLC	0.13%	38.14K	1.63M	-288	-0.75%
Mar 31, 2024	BROOKLYN FI, LLC	0.13%	38.39K	1.64M	896	+2.39%
Mar 31, 2024	HHM WEALTH ADVISORS, LLC	0.13%	39.21K	1.68M	-105	-0.27%
Mar 31, 2024	BIP WEALTH, LLC	0.13%	39.6K	1.7M	-7.54K	-16.00%
Mar 31, 2024	ALTFEST L J & CO INC	0.13%	40.19K	1.72M	-108.76K	-73.02%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	45.71K	1.96M	45.71K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.17%	48.42K	2.07M	12.27K	+33.94%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.18%	55.65K	2.38M	-4.43K	-7.37%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.19%	53.59K	2.3M	2.88K	+5.67%
Mar 31, 2024	ROYAL BANK OF CANADA	0.19%	58.76K	2.52M	-46	-0.08%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.22%	60.4K	2.59M	-1.23K	-1.99%
Mar 31, 2024	JANE STREET GROUP, LLC	0.22%	66.77K	2.86M	-165.99K	-71.31%
Mar 31, 2024	CITADEL ADVISORS LLC	0.23%	70.58K	3.02M	46.81K	+196.93%
Mar 31, 2024	CAPSTONE FINANCIAL ADVISORS, INC.	0.23%	65.2K	2.79M	388	+0.60%
Mar 31, 2024	EFFICIENT ADVISORS, LLC	0.24%	65.43K	2.8M	-389	-0.59%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.24%	72.11K	3.09M	-25.83K	-26.38%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.24%	66.11K	2.83M	4.56K	+7.40%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.25%	68.69K	2.94M	619	+0.91%
Mar 31, 2024	MOSS ADAMS WEALTH ADVISORS LLC	0.25%	70.58K	3.02M	1.12K	+1.62%
Mar 31, 2024	US BANCORP \DE\	0.28%	85.01K	3.64M	4.22K	+5.22%
Mar 31, 2024	BANQUE CANTONALE VAUDOISE	0.28%	78.99K	3.38M	1.96K	+2.55%
Mar 31, 2024	RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC	0.29%	79.56K	3.41M	-822	-1.02%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.34%	93.47K	4M	900	+0.97%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.34%	93.72K	4.01M	-505	-0.54%
Mar 31, 2024	ORIN GREEN FINANCIAL, LLC	0.34%	95.72K	4.1M	-4.34K	-4.34%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.36%	110.7K	4.74M	26	+0.02%
Mar 31, 2024	ADDIS & HILL, INC	0.37%	103.42K	4.31M	1.35K	+1.32%
Mar 31, 2024	M&T BANK CORP	0.39%	109.44K	4.69M	-48.09K	-30.53%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.46%	128.8K	5.52M	83.8K	+186.22%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.49%	136.71K	5.85M	-5.56K	-3.91%
Mar 31, 2024	FSM WEALTH ADVISORS, LLC	0.61%	168.9K	7.23M	34.07K	+25.27%
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.73%	201.64K	8.63M	-20.12K	-9.07%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.55%	469.15K	20.09M	-23.89K	-4.85%
Mar 31, 2024	MORGAN STANLEY	1.57%	475.12K	20.34M	-6.78K	-1.41%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.05%	621.25K	26.6M	291.84K	+88.60%
Mar 31, 2024	GLENMEDE TRUST CO NA	2.93%	890.28K	38.12M	-35.54K	-3.84%
Mar 31, 2024	STATE STREET CORP	18.31%	5.56M	237.95M	511.1K	+10.13%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	4.09%	1.24M	53.14M	143.32K	+13.06%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	9.23%	2.8M	119.94M	-517.39K	-15.59%
Dec 31, 2023	CERITY PARTNERS LLC	0.87%	249.56K	10.91M	233.9K	+1,494.10%
Dec 31, 2023	SVB WEALTH LLC	0.15%	44.45K	1.94M	-30.48K	-40.68%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.9%	257.63K	11.26M	-32.26K	-11.13%
Dec 31, 2023	BRIGHTON JONES LLC	0.99%	283.28K	12.38M	49.62K	+21.24%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.15%	329.41K	14.4M	311.24K	+1,712.83%
Dec 31, 2023	MARINER, LLC	1.17%	336.06K	14.69M	-101.01K	-23.11%
Dec 31, 2023	HSBC HOLDINGS PLC	1.35%	387.47K	16.94M	-112.61K	-22.52%
Dec 31, 2023	MORGAN STANLEY	1.68%	481.9K	21.06M	-96.43K	-16.67%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.72%	493.04K	21.55M	5.04K	+1.03%
Dec 31, 2023	GLENMEDE TRUST CO NA	3.22%	925.82K	40.47M	-349.48K	-27.40%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	3.82%	1.1M	47.98M	88.35K	+8.75%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	5.26%	1.51M	65.97M	97.94K	+6.94%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	11.56%	3.32M	145.05M	-255.97K	-7.16%
Dec 31, 2023	STATE STREET CORP	17.57%	5.05M	220.56M	-506.76K	-9.13%
Dec 31, 2023	BIP WEALTH, LLC	0.16%	47.14K	2.06M	-11.95K	-20.22%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.18%	50.71K	2.22M	2.74K	+5.71%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	54.51K	2.38M	-8.5K	-13.49%
Dec 31, 2023	ROYAL BANK OF CANADA	0.2%	58.8K	2.57M	5.62K	+10.57%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.21%	60.07K	2.63M	11.56K	+23.82%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.21%	61.56K	2.69M	9.87K	+19.10%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.21%	61.62K	2.69M	-18.15K	-22.75%
Dec 31, 2023	CAPSTONE FINANCIAL ADVISORS, INC.	0.23%	64.82K	2.83M	704	+1.10%
Dec 31, 2023	EFFICIENT ADVISORS, LLC	0.23%	65.82K	2.88M	-2.38K	-3.48%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.24%	68.07K	2.98M	-135	-0.20%
Dec 31, 2023	BANQUE CANTONALE VAUDOISE	0.27%	77.02K	3.37M	-4.38K	-5.38%
Dec 31, 2023	US BANCORP \DE\	0.28%	80.79K	3.53M	9.09K	+12.67%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.32%	92.57K	4.05M	24.27K	+35.53%
Dec 31, 2023	FOSTER VICTOR WEALTH ADVISORS, LLC	0.32%	93.23K	4.05M	93.23K	+100.00%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.33%	94.22K	4.12M	20.59K	+27.97%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.34%	97.94K	4.29M	13.87K	+16.50%
Dec 31, 2023	ORIN GREEN FINANCIAL, LLC	0.35%	100.06K	4.35M	1.83K	+1.86%
Dec 31, 2023		0.24%	69.46K	3.04M	49.23K	+243.30%
Dec 31, 2023	XML FINANCIAL, LLC	0.37%	105.73K	4.62M	-4.34K	-3.94%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.39%	110.68K	4.83M	-86.78K	-43.95%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.39%	112.82K	2.58M	112.82K	+100.00%
Dec 31, 2023	JFS WEALTH ADVISORS, LLC	0.4%	115.6K	5.05M	-21.13K	-15.45%
Dec 31, 2023	AVIDIAN WEALTH SOLUTIONS, LLC	0.48%	138.06K	6.03M	-6.77K	-4.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.49%	141.49K	6.18M	16.92K	+13.58%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.16%	45K	1.97M	45K	+100.00%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.5%	142.26K	6.22M	-2.08K	-1.44%
Dec 31, 2023	ALTFEST L J & CO INC	0.52%	148.95K	6.51M	113.03K	+314.63%
Dec 31, 2023	M&T BANK CORP	0.55%	157.53K	6.89M	-23.56K	-13.01%
Dec 31, 2023	HILLS BANK & TRUST CO	0.66%	188.6K	8.24M	2.85K	+1.53%
Dec 31, 2023	LPL FINANCIAL LLC	0.73%	209.93K	9.18M	725	+0.35%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.77%	219.93K	9.61M	-81.71K	-27.09%
Dec 31, 2023	WALDRON PRIVATE WEALTH LLC	0.77%	221.76K	9.69M	-10.36K	-4.46%
Dec 31, 2023	JANE STREET GROUP, LLC	0.81%	232.75K	10.17M	232.75K	+100.00%
Dec 31, 2023	ONE CAPITAL MANAGEMENT, LLC	0.82%	236.67K	10.34M	131.34K	+124.70%
Dec 31, 2023	QUENT CAPITAL, LLC	0.86%	247.79K	10.83M	-85.42K	-25.64%

Frequently Asked Questions