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

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

MUTUAL ADVISORS, LLC, in the last quarter, reduced its stake in RWX by -66.5% restricting it's holding to 10.95 thousand shares of worth nearly $295.79K. CITADEL ADVISORS LLC also lessened -19.78% of the RWX shares from its portfolio, reducing its holding to 9.4 thousand shares of worth $253.76K. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also shunned RWX shares holding by -16.33% last quarter which brought its holding to 9.14 thousand shares worth $248.38K.

Investors who are buying RWX stock?

As per its latest 13F filing, BANK OF MONTREAL /CAN/ increased its stake in RWX by 16.73% in the last quarter. The institutional holder raised its holding to 41.93 thousand shares having worth more than $1.13M. CARTESIAN GROWTH CORP also added 100% more shares of RWX to its portfolio, raising its holding to 40.43 thousand shares of worth $1.09M. SAVANT CAPITAL, LLC also increased its RWX shares holding by 91.05% which brought its holding to 39.01 thousand shares worth $1.05M.

RWX's major insiders: who are they?

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

Did an insider recently sell RWX stock?

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

Which insider recently purchased RWX stock?

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

How much of RWX does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in RWX?

BANK OF MONTREAL /CAN/ is the largest institutional owner in RWX which holds 41.93 thousand shares worth $1.13M or 0.43% of the total RWX shares outstanding followed by CARTESIAN GROWTH CORP with ownership of 40.43 thousand shares representing 0.42% of the RWX ownership. SAVANT CAPITAL, LLC is the third largest stakeholder with 39.01 thousand shares or 0.4% of the ownership worth more than $1.05M.

Is State Street SPDR Dow Jones International 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 RWX is concerned, it is a stock which is optionable.

Is there a short position on RWX's shares?

Number of RWX 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 RWX shares are there?

As of today, null shares of RWX are outstanding.

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

RWX 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 RWX is null.

State Street SPDR Dow Jones International Real Estate ETF (RWX) 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. BANK OF MONTREAL /CAN/ is the top corporate investor, holding 41.93K shares valued at $1.13M. A 0.43% stake in State Street SPDR Dow Jones International Real Estate ETF is owned by the company. CARTESIAN GROWTH CORP owns 40.43K shares valued at $1.09M, which translates its holding of 0.42% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.43%	41.93K	1.13M	6.01K	+16.73%
Jun 30, 2026	CARTESIAN GROWTH CORP	0.42%	40.43K	1.09M	40.43K	+100.00%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.4%	39.01K	1.05M	18.59K	+91.05%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.12%	11.25K	303.92K	11.25K	+100.00%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.11%	10.95K	295.79K	-21.74K	-66.50%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	9.94K	268.41K	2.81K	+39.45%
Jun 30, 2026	CITADEL ADVISORS LLC	0.1%	9.4K	253.76K	-2.32K	-19.78%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	9.14K	248.38K	-1.78K	-16.33%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.09%	8.96K	241.98K	-1.28K	-12.49%
Jun 30, 2026	JANE STREET GROUP, LLC	0.09%	8.85K	239.04K	-34.35K	-79.51%
Jun 30, 2026	STATE STREET CORP	10.7%	1.04M	28.08M	480.76K	+86.00%
Jun 30, 2026	ALETHEIAN WEALTH ADVISORS LLC	0.26%	25.55K	690K	0	0
Jun 30, 2026	IDAHO TRUST BANK	1%	97.03K	2.62M	-10.88K	-10.09%
Jun 30, 2026	AWM CAPITAL, LLC	0.97%	94.55K	2.55M	-32.84K	-25.78%
Jun 30, 2026	ASSETMARK, INC	0.92%	89.51K	2.42M	-3.43K	-3.69%
Jun 30, 2026	M&T BANK CORP	0.66%	64.13K	1.73M	-4.72K	-6.85%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.64%	62.11K	1.68M	-2.01K	-3.14%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.59%	57.21K	1.55M	1.66K	+2.98%
Jun 30, 2026	NORTHERN TRUST CORP	7.43%	721.45K	19.49M	-19.52K	-2.63%
Jun 30, 2026	MORGAN STANLEY	6.63%	644.21K	17.4M	-42.92K	-6.25%
Jun 30, 2026	INVESTMENT ADVISORY GROUP, LLC	0.09%	9.05K	244.56K	9.05K	+100.00%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.09%	8.6K	232.24K	-41	-0.47%
Jun 30, 2026	MARYLAND CAPITAL ADVISORS INC.	0.14%	13.43K	362.69K	13.43K	+100.00%
Jun 30, 2026	RISK PARADIGM GROUP, LLC	2.18%	211.33K	5.71M	113.02K	+114.96%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.13%	12.6K	340.28K	-1.27K	-9.17%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.1%	9.53K	257.46K	1.01K	+11.88%
Jun 30, 2026	COLONY GROUP, LLC	0.13%	12.39K	334.77K	-2.22K	-15.16%
Jun 30, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	4.11%	399.02K	10.78M	620	+0.16%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.11%	107.57K	2.91M	-205.87K	-65.68%
Jun 30, 2026	UBS GROUP AG	1.03%	100.52K	2.71M	10.17K	+11.26%
Jun 30, 2026	SCHOOLCRAFT CAPITAL LLC	1.02%	99.2K	2.68M	1.25K	+1.27%
Jun 30, 2026	BEAR MOUNTAIN CAPITAL, INC.	0.05%	4.69K	128.26K	0	0
Jun 30, 2026	INVESTORS RESEARCH CORP	0.04%	3.74K	101.02K	-14.16K	-79.11%
Jun 30, 2026		0.03%	3.32K	93K	0	0
Jun 30, 2026	CITIGROUP INC	0.02%	2.39K	64.58K	0	0
Jun 30, 2026	RICHARDSON FINANCIAL SERVICES INC.	0.02%	2.25K	60.71K	126	+5.94%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.24%	217.94K	5.89M	-28.01K	-11.39%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.99K	53.75K	0	0
Jun 30, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.25%	24.69K	681.5K	303	+1.24%
Jun 30, 2026	VIRTU FINANCIAL LLC	0.22%	21.67K	585K	6.08K	+39.03%
Jun 30, 2026	LPL FINANCIAL LLC	0.21%	20.31K	548.44K	-4	-0.02%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.16%	15.17K	409.68K	661	+4.56%
Jun 30, 2026	FIFTH THIRD BANCORP	0.15%	14.72K	397.69K	784	+5.62%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.15%	14.12K	381.25K	0	0
Jun 30, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	12.11%	1.18M	31.77M	22.26K	+1.93%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.12%	11.91K	321.69K	-1.11K	-8.53%
Jun 30, 2026	US BANCORP \DE\	0.07%	6.83K	184.59K	0	0
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.07%	6.68K	180.54K	-239	-3.45%
Jun 30, 2026	EASTERN BANK	0.05%	5K	135.05K	0	0
Jun 30, 2026	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.12%	11.66K	314.94K	0	0
Jun 30, 2026	ASPIRIANT, LLC	0.12%	11.66K	314.86K	0	0
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.12%	11.33K	305.88K	-263	-2.27%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.11%	10.68K	288.41K	-953	-8.19%
Jun 30, 2026	RPG FAMILY WEALTH ADVISORY, LLC	2.22%	215.29K	5.81M	116.96K	+118.94%
Jun 30, 2026	BANK OF NOVA SCOTIA	0.09%	9.18K	247.95K	830	+9.94%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	28.23K	762.55K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.3%	29.4K	794K	9.79K	+49.96%
Jun 30, 2026	BALLENTINE PARTNERS, LLC	0.53%	51.46K	1.39M	-9.11K	-15.03%
Jun 30, 2026	UPPER LEFT WEALTH MANAGEMENT, LLC	0.47%	45.51K	1.23M	7.31K	+19.13%
Mar 31, 2026	CITADEL ADVISORS LLC	0.12%	11.71K	311.77K	11.71K	+100.00%
Mar 31, 2026	INNOVA WEALTH PARTNERS	0.21%	20.65K	549.82K	-64.12K	-75.64%
Mar 31, 2026	ALETHEIAN WEALTH ADVISORS LLC	0.26%	25.55K	680.04K	25.55K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.29%	29.39K	782K	-40.95K	-58.22%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	28.23K	751.54K	0	0
Mar 31, 2026	MORGAN STANLEY	6.88%	687.13K	18.29M	-140.52K	-16.98%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.56%	55.55K	1.48M	1.15K	+2.11%
Mar 31, 2026	BALLENTINE PARTNERS, LLC	0.61%	60.56K	1.61M	-150	-0.25%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.64%	64.13K	1.71M	-24.24K	-27.43%
Mar 31, 2026	M&T BANK CORP	0.68%	67.83K	1.81M	-3.16K	-4.45%
Mar 31, 2026	UBS GROUP AG	0.91%	90.34K	2.4M	331	+0.37%
Mar 31, 2026	ASSETMARK, INC	0.93%	92.93K	2.47M	2.57K	+2.84%
Mar 31, 2026	SCHOOLCRAFT CAPITAL LLC	0.98%	97.95K	2.61M	5.84K	+6.34%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.14%	13.02K	346.63K	2.84K	+27.86%
Mar 31, 2026	NORTHERN TRUST CORP	7.42%	740.97K	19.72M	87.27K	+13.35%
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11.56%	1.15M	30.71M	5.76K	+0.50%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.12%	12.21K	325.11K	12.21K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.15%	14.51K	386.16K	14.51K	+100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	5.44%	512.52K	13M	512K	+97,523.43%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.14%	14.12K	375.74K	2.36K	+20.03%
Mar 31, 2026	FIFTH THIRD BANCORP	0.14%	13.94K	371.09K	11.82K	+557.86%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0.14%	13.87K	369.21K	-3.21K	-18.81%
Mar 31, 2026		0.12%	12.44K	331.04K	87	+0.70%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	9.75K	259.53K	-1.29K	-11.70%
Mar 31, 2026	COLONY GROUP, LLC	0.15%	14.61K	388.91K	240	+1.67%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.16%	15.59K	415K	-1.76K	-10.13%
Mar 31, 2026	INVESTORS RESEARCH CORP	0.18%	17.9K	476.58K	-1.13K	-5.96%
Mar 31, 2026	ROYAL BANK OF CANADA	0.2%	19.6K	521K	261	+1.35%
Mar 31, 2026	LPL FINANCIAL LLC	0.2%	20.31K	540.63K	-3.37K	-14.22%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.2%	20.42K	543.54K	-1.26K	-5.80%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.33%	32.69K	870.23K	-209	-0.64%
Mar 31, 2026	IDAHO TRUST BANK	1.08%	107.91K	2.87M	955	+0.89%
Mar 31, 2026	OLD MISSION CAPITAL LLC	1.15%	114.81K	3.06M	114.81K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.46%	245.95K	6.55M	-35.64K	-12.66%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.14%	313.43K	8.34M	253.29K	+421.14%
Mar 31, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	3.99%	398.4K	10.61M	18.64K	+4.91%
Mar 31, 2026	PINNACLE BANCORP, INC.	0.01%	1K	26.62K	0	0
Mar 31, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.01%	1.01K	26.86K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.99K	52.97K	0	0
Mar 31, 2026	RICHARDSON FINANCIAL SERVICES INC.	0.02%	2.12K	56.49K	-227	-9.66%
Mar 31, 2026	CITIGROUP INC	0.03%	2.39K	63.65K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	3.09K	80.67K	-141	-4.37%
Mar 31, 2026	BEAR MOUNTAIN CAPITAL, INC.	0.05%	4.69K	134.68K	-147	-3.04%
Mar 31, 2026	EASTERN BANK	0.05%	5K	133.1K	0	0
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.07%	6.92K	184.29K	-355	-4.88%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	7.13K	189.7K	164	+2.36%
Mar 31, 2026	BANK OF NOVA SCOTIA	0.09%	8.35K	222.28K	1.2K	+16.70%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.09%	8.52K	226.8K	606	+7.66%
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.24%	24.39K	649.24K	170	+0.70%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.1%	10.24K	272.54K	-5.88K	-36.47%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	10.93K	294.69K	-12.57K	-53.50%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.12%	11.59K	308.48K	-324	-2.72%
Mar 31, 2026	UPPER LEFT WEALTH MANAGEMENT, LLC	0.38%	38.21K	1.02M	-1.46K	-3.68%
Mar 31, 2026	JANE STREET GROUP, LLC	0.43%	43.2K	1.15M	-145.26K	-77.08%
Mar 31, 2026	RISK PARADIGM GROUP, LLC	0.99%	98.31K	2.62M	5.06K	+5.42%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.12%	11.63K	309.62K	0	0
Mar 31, 2026	ASPIRIANT, LLC	0.12%	11.66K	310.31K	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.36%	35.92K	956.27K	7.7K	+27.28%
Mar 31, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.99%	98.33K	2.62M	11.45K	+13.18%
Mar 31, 2026	AWM CAPITAL, LLC	1.28%	127.39K	3.39M	-6.46K	-4.82%
Mar 31, 2026	STATE STREET CORP	5.6%	559.01K	14.88M	-215K	-27.78%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.09%	8.64K	229.98K	-1.62K	-15.81%
Mar 31, 2026	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.12%	11.66K	310.39K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.19%	19.34K	542K	-1.63K	-7.78%
Dec 31, 2025	MORGAN STANLEY	8.33%	827.65K	23.17M	-5.58K	-0.67%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.83%	281.58K	7.88M	-6.76K	-2.34%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.19%	19.04K	533.04K	-204	-1.06%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	6.96K	194.93K	-306	-4.21%
Dec 31, 2025	US BANCORP \DE\	0.07%	6.83K	191.35K	-416	-5.74%
Dec 31, 2025	EASTERN BANK	0.05%	5K	140K	0	0
Dec 31, 2025	BEAR MOUNTAIN CAPITAL, INC.	0.05%	4.83K	138.66K	99	+2.09%
Dec 31, 2025		0.12%	12.35K	345.79K	12.35K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	3.17K	88.88K	-31.66K	-90.89%
Dec 31, 2025	JPMORGAN CHASE & CO	0.03%	3.23K	90.36K	-311	-8.79%
Dec 31, 2025	CITIGROUP INC	0.02%	2.39K	66.95K	-151	-5.94%
Dec 31, 2025	JANE STREET GROUP, LLC	1.86%	188.46K	5.28M	85.51K	+83.06%
Dec 31, 2025	IDAHO TRUST BANK	1.05%	106.95K	2.99M	-5.53K	-4.91%
Dec 31, 2025	SCHOOLCRAFT CAPITAL LLC	0.93%	92.12K	2.58M	3.26K	+3.67%
Dec 31, 2025	UBS GROUP AG	0.91%	90.01K	2.52M	5.86K	+6.97%
Dec 31, 2025	ASSETMARK, INC	0.89%	90.37K	2.53M	18	+0.02%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.89%	88.37K	2.47M	15.48K	+21.23%
Dec 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.88%	86.88K	2.43M	-1.06K	-1.21%
Dec 31, 2025	INNOVA WEALTH PARTNERS	0.83%	84.78K	2.37M	-62.68K	-42.51%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.71%	70.34K	1.97M	18.22K	+34.96%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.61%	60.14K	1.68M	15.31K	+34.15%
Dec 31, 2025	BANK OF NOVA SCOTIA	0.07%	7.16K	201.13K	7.16K	+100.00%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.08%	7.89K	221K	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.1%	10.18K	285.15K	930	+10.05%
Dec 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.12%	11.66K	326.48K	-7.2K	-38.18%
Dec 31, 2025	COLONY GROUP, LLC	0.14%	14.37K	402.35K	1.28K	+9.81%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	28.23K	790.5K	-33	-0.12%
Dec 31, 2025	RISK PARADIGM GROUP, LLC	0.94%	93.26K	2.61M	93.26K	+100.00%
Dec 31, 2025	AWM CAPITAL, LLC	1.35%	133.85K	3.75M	-5.09K	-3.66%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	3.83%	379.76K	10.63M	29.13K	+8.31%
Dec 31, 2025	NORTHERN TRUST CORP	6.64%	653.7K	18.3M	29.36K	+4.70%
Dec 31, 2025	STATE STREET CORP	7.79%	774.01K	21.67M	0	0
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11.3%	1.15M	32.15M	-18.91K	-1.62%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	632	17.7K	0	0
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.01%	617	17.28K	0	0
Dec 31, 2025	CITY HOLDING CO	0.01%	725	20.3K	25	+3.57%
Dec 31, 2025	FIFTH THIRD BANCORP	0.02%	2.12K	59.33K	0	0
Dec 31, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.02%	2.35K	65.77M	-31	-1.30%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.07%	7.28K	203.78K	77	+1.07%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.08%	7.91K	221.59K	1	+0.01%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.1%	10.26K	287.31K	-15.4K	-60.02%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	11.04K	309.15K	-2.2K	-16.63%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.17%	17.35K	486K	17.35K	+100.00%
Dec 31, 2025	M&T BANK CORP	0.7%	70.99K	1.99M	-5.82K	-7.57%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.99K	55.72M	0	0
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.14K	31.92K	335	+41.61%
Dec 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.01%	1.01K	28.25K	1.01K	+100.00%
Dec 31, 2025	PINNACLE BANCORP, INC.	0.01%	1K	28K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	897	25.12K	0	0
Dec 31, 2025	VALMARK ADVISERS, INC.	0.11%	11.63K	325.67K	-3.55K	-23.39%
Dec 31, 2025	ASPIRIANT, LLC	0.11%	11.66K	326.4K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.12%	11.91K	333.55K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.12%	11.76K	329.28K	11.76K	+100.00%
Dec 31, 2025	COMERICA BANK	0.12%	12.44K	348.21K	-152	-1.21%
Dec 31, 2025	MARYLAND CAPITAL ADVISORS INC.	0.15%	14.84K	415.44K	-147	-0.98%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.16%	16.12K	451.25K	2.91K	+22.04%
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.17%	17.08K	478.33K	-1.3K	-7.09%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.22%	21.67K	606.88K	-2.36K	-9.82%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	23.5K	663.56K	5	+0.02%
Dec 31, 2025	LPL FINANCIAL LLC	0.24%	23.68K	662.93K	-44.37K	-65.20%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.25%	24.22K	678.13K	232	+0.97%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.28%	28.22K	790.24K	4.38K	+18.35%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.32%	32.9K	921.2K	-501	-1.50%
Dec 31, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.39%	39.66K	1.11M	2.18K	+5.80%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.55%	54.4K	1.52M	112	+0.21%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.6%	60.71K	1.7M	-29.62K	-32.79%
Sep 30, 2025	JPMORGAN CHASE & CO	0.03%	3.54K	98.39K	-689	-16.30%
Sep 30, 2025	BEAR MOUNTAIN CAPITAL, INC.	0.04%	4.73K	132.24K	-626	-11.68%
Sep 30, 2025	EASTERN BANK	0.05%	5K	139.05K	0	0
Sep 30, 2025	IDAHO TRUST BANK	1.04%	112.48K	3.13M	2.47K	+2.25%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	23.49K	647.44K	1.29K	+5.79%
Sep 30, 2025	ALETHEIAN WEALTH ADVISORS LLC	0.28%	30.82K	857.19K	-220	-0.71%
Sep 30, 2025	MORGAN STANLEY	7.67%	833.23K	23.17M	-48.55K	-5.51%
Sep 30, 2025	COLONY GROUP, LLC	0.12%	13.09K	363.9K	-1.29K	-8.98%
Sep 30, 2025	AWM CAPITAL, LLC	1.28%	138.94K	3.86M	-19.46K	-12.28%
Sep 30, 2025	UBS GROUP AG	0.77%	84.15K	2.34M	1.58K	+1.91%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.07%	7.2K	200.26K	-103	-1.41%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.29%	31.04K	863.28K	31.04K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	34.83K	969.72K	-3.19K	-8.38%
Sep 30, 2025	JANE STREET GROUP, LLC	0.96%	102.95K	2.86M	61.2K	+146.60%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.23%	24.71K	687.17K	-356	-1.42%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.31%	33.4K	946.92K	2.05K	+6.55%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.18%	19.24K	535.09K	-1.76K	-8.37%
Sep 30, 2025	INNOVA WEALTH PARTNERS	1.36%	147.46K	4.1M	-100.05K	-40.42%
Sep 30, 2025	US BANCORP \DE\	0.07%	7.25K	201.62K	416	+6.09%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.07%	7.91K	220.06K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.09%	9.25K	257.36K	-33	-0.36%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.83%	90.33K	2.51M	-325	-0.36%
Sep 30, 2025	ASSETMARK, INC	0.83%	90.35K	2.51M	-245.16K	-73.07%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	11.91K	331.28K	-14.6K	-55.07%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0%	396	11.01K	-339	-46.12%
Sep 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0%	477	13.27K	-289	-37.73%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	491	13.54K	1	+0.20%
Sep 30, 2025	CWM, LLC	0%	511	14K	-1.23K	-70.62%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	525	14.6K	0	0
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	528	14.68K	0	0
Sep 30, 2025	FARMERS & MERCHANTS INVESTMENTS INC	0.01%	539	14.99K	0	0
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	617	17.16K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	632	17.58K	-114	-15.28%
Sep 30, 2025	CITY HOLDING CO	0.01%	700	19.46K	200	+40.00%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	729	20.27K	-56	-7.13%
Sep 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.01%	873	24.28K	873	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	897	24.95K	0	0
Sep 30, 2025	PINNACLE BANCORP, INC.	0.01%	1K	27.81K	-400	-28.57%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.99K	55.34K	-5.98K	-75.04%
Sep 30, 2025	FIFTH THIRD BANCORP	0.02%	2.12K	58.93K	0	0
Sep 30, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.02%	2.38K	66.19K	-12.2K	-83.67%
Sep 30, 2025	CITIGROUP INC	0.02%	2.54K	70.69K	0	0
Sep 30, 2025	COMERICA BANK	0.12%	12.59K	350.06K	435	+3.58%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.12%	13.21K	367.23K	-1.13K	-7.85%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	13.24K	368.32K	-1.63K	-10.98%
Sep 30, 2025	MARYLAND CAPITAL ADVISORS INC.	0.14%	14.98K	416.71K	-56	-0.37%
Sep 30, 2025	ASPIRE PRIVATE CAPITAL, LLC	0.39%	42.41K	1.16M	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	44.83K	1.25M	44.83K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	5.75%	624.34K	17.36M	85.58K	+15.88%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.48%	52.12K	1.45M	52.12K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	54.29K	1.51M	239	+0.44%
Sep 30, 2025	FLORIN COURT CAPITAL LLP	0.59%	64.02K	1.78M	0	0
Sep 30, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.35%	37.49K	1.04M	-894	-2.33%
Sep 30, 2025	ASPIRIANT, LLC	0.11%	11.66K	324.18K	0	0
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.17%	18.39K	511.32K	-232	-1.25%
Sep 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.17%	18.86K	524.5K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.19%	20.97K	584K	-7.65K	-26.72%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.22%	23.85K	663.21K	6.15K	+34.77%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	28.27K	786.06K	2.49K	+9.67%
Sep 30, 2025	STATE STREET CORP	7.13%	774.01K	21.53M	-1.27M	-62.12%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	3.23%	350.63K	9.75M	241.01K	+219.84%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.66%	288.34K	8.02M	-31.27K	-9.78%
Sep 30, 2025	SCHOOLCRAFT CAPITAL LLC	0.82%	88.85K	2.47M	-4.49K	-4.81%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.81%	87.94K	2.45M	1.36K	+1.57%
Sep 30, 2025	M&T BANK CORP	0.71%	76.81K	2.14M	-8.09K	-9.53%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.24%	25.67K	713.75K	0	0
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.22%	23.99K	667.08K	0	0
Sep 30, 2025	VALMARK ADVISERS, INC.	0.14%	15.18K	422.24K	15	+0.10%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.07%	7.89K	219.5K	-220K	-96.54%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	7.27K	202.13K	2	+0.03%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.67%	72.89K	2.03M	-6.52K	-8.21%
Sep 30, 2025	LPL FINANCIAL LLC	0.63%	68.04K	1.89M	-392.65K	-85.23%
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	10.75%	1.17M	32.45M	-4.73K	-0.40%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.45%	387.41K	10.61M	370.15K	+2,145.70%
Jun 30, 2025	ALETHEIAN WEALTH ADVISORS LLC	0.28%	31.04K	850.58K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.26%	28.62K	785K	8.84K	+44.67%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	26.98K	739.18K	26.98K	+100.00%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.23%	26.25K	719.17K	26.25K	+100.00%
Jun 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	10.45%	1.17M	32.1M	-148.11K	-11.22%
Jun 30, 2025	MORGAN STANLEY	7.86%	881.78K	24.16B	-3.24K	-0.37%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	4.6%	515.87K	14.13M	515.87K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	2.03%	227.89K	6.24B	227.89K	+100.00%
Jun 30, 2025	MARYLAND CAPITAL ADVISORS INC.	0.13%	15.04K	412.1K	-6.41K	-29.88%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.13%	15K	410.86K	-680	-4.34%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	14.88K	407.63K	-2.71K	-15.40%
Jun 30, 2025	RICHARDSON FINANCIAL SERVICES INC.	0.13%	14.58K	400.89K	11.51K	+375.60%
Jun 30, 2025	COLONY GROUP, LLC	0.13%	14.38K	393.91K	-139.27K	-90.64%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.13%	14.33K	392.64K	145	+1.02%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	13.96K	382.59K	4.88K	+53.75%
Jun 30, 2025	ASPIRIANT, LLC	0.1%	11.66K	319.4K	0	0
Jun 30, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.1%	11.13K	304.99K	11.13K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.74%	82.57K	2.26M	-12.24K	-12.91%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.17%	18.62K	510.14K	-1.49K	-7.41%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.48%	54.05K	1.48M	821	+1.54%
Jun 30, 2025	ASPIRE PRIVATE CAPITAL, LLC	0.38%	42.41K	1.16M	42.41K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.37%	41.75K	1.14M	31.48K	+306.53%
Jun 30, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.34%	38.38K	1.05M	9.21K	+31.59%
Jun 30, 2025	LANDMARK WEALTH MANAGEMENT, INC.	0.32%	36.43K	998.29K	36.43K	+100.00%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.28%	31.35K	846.37K	31.35K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	25.77K	706.21K	-1.74K	-6.31%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.23%	25.67K	703.23K	-20	-0.08%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.22%	25.07K	686.79K	-1.58K	-5.91%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	38.02K	994.24K	33.82K	+805.81%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.14%	15.53K	425.44K	15.53K	+100.00%
Jun 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.22%	24.88K	681.67K	24.88K	+100.00%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.21%	23.99K	641.9K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.21%	23.34K	639.52K	23.34K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	22.21K	609.15K	1.02K	+4.83%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	21.63K	592.75K	21.63K	+100.00%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.19%	21K	575.35K	-58	-0.28%
Jun 30, 2025	ASSETMARK, INC	2.99%	335.51K	9.19M	235.04K	+233.93%
Jun 30, 2025	INNOVA WEALTH PARTNERS	2.21%	247.51K	6.78M	142.24K	+135.13%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	1.43%	160.84K	4.41M	-10.88K	-6.34%
Jun 30, 2025	AWM CAPITAL, LLC	1.41%	158.39K	4.34M	-39.52K	-19.97%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	1.04%	116.41K	3.19M	116.41K	+100.00%
Jun 30, 2025	IDAHO TRUST BANK	0.98%	110.01K	3.01M	18.23K	+19.87%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.98%	109.63K	3M	-2.98K	-2.64%
Jun 30, 2025	M&T BANK CORP	0.76%	84.9K	2.33M	-50.2K	-37.16%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.71%	79.41K	2.18M	-55.62K	-41.19%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.58%	65.04K	1.78M	65.04K	+100.00%
Jun 30, 2025	FLORIN COURT CAPITAL LLP	0.57%	64.02K	1.75M	25.51K	+66.22%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.49%	55K	1.51M	54.84K	+33,033.13%
Jun 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.17%	18.86K	516.76K	-385	-2.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.16%	17.7K	484.84K	7.05K	+66.23%
Jun 30, 2025	FIDUCIENT ADVISORS LLC	0.14%	15.35K	420.45K	15.35K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.14%	15.28K	418.61K	14.77K	+2,931.35%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.14%	15.17K	415.6K	-16.41K	-51.96%
Jun 30, 2025	STATE STREET CORP	18.22%	2.04M	55.98M	1.33M	+184.65%
Jun 30, 2025	NORTHERN TRUST CORP	4.8%	538.76K	14.76M	-52.05K	-8.81%
Jun 30, 2025	LPL FINANCIAL LLC	4.11%	460.69K	12.62M	433.66K	+1,604.23%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.85%	319.61K	8.76M	-27K	-7.79%
Jun 30, 2025	SCHOOLCRAFT CAPITAL LLC	0.83%	93.35K	2.56M	-22.64K	-19.52%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	0.81%	90.66K	2.48M	44.31K	+95.61%
Jun 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.77%	86.58K	2.37M	-1.73K	-1.96%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.3%	33.5K	917.98M	33.5K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.17%	18.74K	513.48M	18.74K	+100.00%
Mar 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.85%	88.31K	2.16M	3.37K	+3.97%
Mar 31, 2025	IDAHO TRUST BANK	0.88%	91.78K	2.25M	-9.45K	-9.33%
Mar 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.18%	19.25K	471.12K	-3.6K	-15.76%
Mar 31, 2025	ROYAL BANK OF CANADA	0.19%	19.78K	483K	-289	-1.44%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.2%	21.06K	515.45K	0	0
Mar 31, 2025	MARYLAND CAPITAL ADVISORS INC.	0.21%	21.45K	525.07K	-6.53K	-23.35%
Mar 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.23%	23.99K	587.21K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	27.51K	673.4K	-8.1K	-22.76%
Mar 31, 2025	STATE STREET CORP	6.89%	717.75K	17.57M	717.75K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.91%	94.81K	2.32M	5.43K	+6.08%
Mar 31, 2025	ASSETMARK, INC	0.96%	100.47K	2.46M	-5.62K	-5.29%
Mar 31, 2025	SCHOOLCRAFT CAPITAL LLC	1.11%	115.98K	2.84M	-4.89K	-4.04%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.3%	135.03K	3.31M	33.23K	+32.65%
Mar 31, 2025	COLONY GROUP, LLC	1.48%	153.65K	3.76M	138.9K	+942.10%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.19%	20.11K	492.24K	1.78K	+9.73%
Mar 31, 2025	M&T BANK CORP	1.3%	135.1K	3.31M	-4.25K	-3.05%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	13.97K	342K	-850	-5.74%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.14%	14.19K	347.25K	-1K	-6.59%
Mar 31, 2025	SAVVY ADVISORS, INC.	0.15%	15.68K	383.72K	805	+5.41%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.16%	16.47K	403.21K	-121.66K	-88.08%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.51%	53.23K	1.3M	15.98K	+42.91%
Mar 31, 2025	INNOVA WEALTH PARTNERS	1.01%	105.27K	2.58M	105.27K	+100.00%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.09%	9.86K	241.32K	9.86K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	10.27K	251.39K	-55.6K	-84.41%
Mar 31, 2025	MORGAN STANLEY	8.5%	885.02K	21.67M	-32.17K	-3.51%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.1%	10.65K	260.59K	0	0
Mar 31, 2025	LOGAN STONE CAPITAL, LLC	0.1%	10.72K	262.35K	-14.41K	-57.34%
Mar 31, 2025	ASPIRIANT, LLC	0.11%	11.66K	285.36K	11.66K	+100.00%
Mar 31, 2025	COMERICA BANK	0.11%	11.82K	289.4K	-1.4K	-10.57%
Mar 31, 2025	STRATEGIC INVESTMENT MANAGEMENT, LLC	0.46%	48.35K	1.18M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.26%	27.03K	661.75K	-13.44K	-33.21%
Mar 31, 2025	ALETHEIAN WEALTH ADVISORS LLC	0.3%	31.04K	759.93K	1.02K	+3.41%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.3%	31.57K	772.93K	1.76K	+5.89%
Mar 31, 2025	FLORIN COURT CAPITAL LLP	0.37%	38.52K	942.9K	38.52K	+100.00%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	1.65%	171.72K	4.2M	17.46K	+11.32%
Mar 31, 2025	NORTHERN TRUST CORP	5.67%	590.81K	14.46M	-36.82K	-5.87%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.09%	9.08K	222.32K	-5.3K	-36.85%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	17.59K	430.47K	-7.38K	-29.57%
Mar 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	1.08%	112.61K	2.76M	7.36K	+6.99%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.33%	346.62K	8.49M	-29.02K	-7.73%
Mar 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	12.67%	1.32M	32.31M	89.12K	+7.24%
Mar 31, 2025	UPPER LEFT WEALTH MANAGEMENT, LLC	0.28%	29.17K	714.06K	-18.94K	-39.37%
Mar 31, 2025	AWM CAPITAL, LLC	1.9%	197.91K	4.84M	-38.46K	-16.27%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	9.76K	238.98K	791	+8.82%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	10.48K	256.58K	-44.14K	-80.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	17.25K	422.3K	-19.64K	-53.24%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	21.18K	518.58K	-2.21K	-9.45%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.25%	25.69K	628.77K	-6.6K	-20.44%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.26%	26.64K	652.15K	-4.34K	-14.00%
Mar 31, 2025	BALLENTINE PARTNERS, LLC	0.45%	46.35K	1.13M	11.84K	+34.31%
Mar 31, 2024	BBJS FINANCIAL ADVISORS, LLC	0.34%	38.55K	1.01M	-27.74K	-41.84%
Mar 31, 2024	FIDUCIENT ADVISORS LLC	0.13%	15.35K	400.35K	-77	-0.50%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	17.01K	443.85K	9.09K	+114.77%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	17.59K	459.04K	-9.37K	-34.75%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.14%	16.4K	427.82K	975	+6.32%
Mar 31, 2024	SCHOOLCRAFT CAPITAL LLC	0.92%	106.28K	2.77M	-228	-0.21%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.01%	115.94K	3.02M	0	0
Mar 31, 2024	STATE STREET CORP	1.4%	173.15K	4.52M	15.75K	+10.01%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	1.57%	181.04K	4.72M	-32.26K	-15.13%
Mar 31, 2024	M&T BANK CORP	1.61%	185.59K	4.84M	-17.29K	-8.52%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.04%	5.39K	140.52K	0	0
Mar 31, 2024	BEAR MOUNTAIN CAPITAL, INC.	0.07%	8.38K	205.24K	-178	-2.08%
Mar 31, 2024	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.07%	8.5K	221.77K	0	0
Mar 31, 2024	US BANCORP \DE\	0.08%	9.83K	256.57K	-600	-5.75%
Mar 31, 2024	ASPIRIANT, LLC	0.09%	10.76K	280.81K	-4.27K	-28.42%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.09%	10.87K	283.6K	-2.79K	-20.43%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.09%	11.51K	300.22K	638	+5.87%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.12%	14.65K	382.1K	1.47K	+11.18%
Mar 31, 2024	ALHAMBRA INVESTMENT PARTNERS LLC	0.12%	15.22K	396.98K	372	+2.51%
Mar 31, 2024	JANE STREET GROUP, LLC	2.71%	335.39K	8.75M	62.59K	+22.94%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.78%	344.83K	9M	-104.03K	-23.18%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	5.23%	648.59K	16.92M	-140.54K	-17.81%
Mar 31, 2024	NORTHERN TRUST CORP	6.3%	780.77K	20.37M	-39.41K	-4.81%
Mar 31, 2024	MORGAN STANLEY	7.51%	930.65K	24.28M	38.56K	+4.32%
Mar 31, 2024	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	9.97%	1.15M	29.89M	76.63K	+7.17%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.15%	17.44K	455.09K	-3.27K	-15.78%
Mar 31, 2024	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.16%	18.71K	488.17K	-4.87K	-20.65%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.18%	20.98K	547.26K	-40	-0.19%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.18%	21.15K	551.73K	-308	-1.44%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.2%	22.6K	589.5K	-1.38K	-5.74%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.2%	22.93K	592.03M	-786	-3.31%
Mar 31, 2024	HUMANKIND INVESTMENTS LLC	0.2%	23K	600.07K	0	0
Mar 31, 2024	COLORADO CAPITAL MANAGEMENT, INC.	0.2%	23.13K	603K	-1.31K	-5.36%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	23.42K	611.1K	-2.21K	-8.64%
Mar 31, 2024	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.2%	23.43K	604.96K	173	+0.74%
Mar 31, 2024	MISSION WEALTH MANAGEMENT, LP	0.21%	23.85K	622.27K	-6.95K	-22.56%
Mar 31, 2024	ROYAL BANK OF CANADA	0.24%	29.37K	766K	-11.73K	-28.54%
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	30.21K	788.05K	-496	-1.62%
Mar 31, 2024	MARYLAND CAPITAL ADVISORS INC.	0.25%	28.38K	740.38K	-1.1K	-3.74%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.28%	34.89K	910.15K	-18.09K	-34.15%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.28%	32.5K	847.8K	13.51K	+71.13%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.29%	33.74K	880.36K	1.5K	+4.64%
Mar 31, 2024	ALETHEIAN WEALTH ADVISORS LLC	0.3%	34K	887.16K	-102	-0.30%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.31%	35.09K	915.42K	-7.19K	-17.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.31%	35.26K	920.04K	3.11K	+9.66%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.32%	36.78K	959.6K	-4.55K	-11.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.33%	40.91K	1.07M	-14.09K	-25.61%
Mar 31, 2024	BALLENTINE PARTNERS, LLC	0.37%	42.13K	1.1M	0	0
Mar 31, 2024	UPPER LEFT WEALTH MANAGEMENT, LLC	0.37%	42.97K	1.12M	-5.38K	-11.13%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	52.45K	1.37M	3.49K	+7.12%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.5%	62.09K	1.62M	9.78K	+18.70%
Mar 31, 2024	UBS GROUP AG	0.59%	72.55K	1.89M	22.75K	+45.67%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.64%	73.37K	1.91M	25.14K	+52.11%
Mar 31, 2024	RPG FAMILY WEALTH ADVISORY, LLC	0.68%	78.51K	2.05M	7.37K	+10.37%
Mar 31, 2024	BAKER AVENUE ASSET MANAGEMENT, LP	0.84%	97.08K	2.53M	-1.03K	-1.05%
Mar 31, 2024	ASSETMARK, INC	0.88%	101.14K	2.64M	-26.02K	-20.46%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.7%	210.47K	5.49M	-3.99K	-1.86%
Mar 31, 2024	AWM CAPITAL, LLC	2.1%	241.35K	6.3M	19.42K	+8.75%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	1.86%	213.47K	5.57M	18.03K	+9.23%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.12%	15.42K	420.9K	-4.68K	-23.27%
Dec 31, 2023	LIDO ADVISORS, LLC	0.13%	16.18K	451.94K	-1.89K	-10.45%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.15%	18.99K	488.59K	15.51K	+445.66%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.17%	20.71K	565.2K	-1.41K	-6.39%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.17%	21.02K	573.53K	-1.03K	-4.68%
Dec 31, 2023	INVESTORS RESEARCH CORP	0.17%	21.46K	585.51K	0	0
Dec 31, 2023	HUMANKIND INVESTMENTS LLC	0.18%	23K	627.67K	23K	+100.00%
Dec 31, 2023	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.19%	23.26K	634.67K	92	+0.40%
Dec 31, 2023	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.19%	23.58K	643.5K	-2.13K	-8.29%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.19%	23.97K	654.14K	4.18K	+21.12%
Dec 31, 2023	COLORADO CAPITAL MANAGEMENT, INC.	0.2%	24.44K	667K	24.44K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	25.64K	699.64K	-3.04K	-10.61%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.22%	26.97K	735.87K	-3.77K	-12.26%
Dec 31, 2023	MARYLAND CAPITAL ADVISORS INC.	0.24%	29.48K	804.51K	-17	-0.06%
Dec 31, 2023	CITADEL ADVISORS LLC	0.25%	30.7K	837.83K	-25.04K	-44.92%
Dec 31, 2023	MISSION WEALTH MANAGEMENT, LP	0.25%	30.8K	840.47K	-10.08K	-24.66%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.26%	32.16K	877.63K	2.09K	+6.93%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.26%	32.25K	880.06K	-7.22K	-18.30%
Dec 31, 2023	ALETHEIAN WEALTH ADVISORS LLC	0.27%	34.11K	930.75K	11.78K	+52.76%
Dec 31, 2023	ROYAL BANK OF CANADA	0.33%	41.1K	1.12M	4.87K	+13.46%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.33%	41.33K	1.13M	-2.61K	-5.95%
Dec 31, 2023	BALLENTINE PARTNERS, LLC	0.34%	42.13K	1.15M	21.17K	+100.97%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.34%	42.27K	1.15M	4.09K	+10.71%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.39%	48.24K	1.32M	-1.17K	-2.37%
Dec 31, 2023	UPPER LEFT WEALTH MANAGEMENT, LLC	0.39%	48.35K	1.32M	34.02K	+237.46%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.39%	48.96K	1.34M	-7.73K	-13.63%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.39%	49.16K	1.34M	49.16K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.4%	49.8K	1.36M	-16.8K	-25.23%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.42%	52.98K	1.45M	10.01K	+23.30%
Dec 31, 2023	LPL FINANCIAL LLC	0.44%	55K	1.5M	-2.08K	-3.64%
Dec 31, 2023	BBJS FINANCIAL ADVISORS, LLC	0.53%	66.29K	1.81M	590	+0.90%
Dec 31, 2023	RPG FAMILY WEALTH ADVISORY, LLC	0.57%	71.13K	1.94M	1.97K	+2.85%
Dec 31, 2023	BAKER AVENUE ASSET MANAGEMENT, LP	0.78%	98.1K	2.68M	96.36K	+5,547.73%
Dec 31, 2023		0.19%	23.72K	647.18K	23.72K	+100.00%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.93%	115.94K	3.16M	0	0
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	1.7%	213.3K	5.82M	0	0
Dec 31, 2023	M&T BANK CORP	1.62%	202.88K	5.54M	-28.85K	-12.45%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	1.56%	195.44K	5.33M	-2.63K	-1.33%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.71%	214.46K	5.85M	-74.94K	-25.90%
Dec 31, 2023	AWM CAPITAL, LLC	1.77%	221.93K	6.06M	-37.33K	-14.40%
Dec 31, 2023	JANE STREET GROUP, LLC	2.18%	272.8K	7.44M	72.51K	+36.20%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	3.59%	448.86K	12.25M	-107.43K	-19.31%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	6.3%	789.13K	21.54M	-195.34K	-19.84%
Dec 31, 2023	NORTHERN TRUST CORP	6.55%	820.18K	22.38M	-186.57K	-18.53%
Dec 31, 2023	MORGAN STANLEY	7.13%	892.09K	24.35M	-118.37K	-11.71%
Dec 31, 2023	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8.54%	1.07M	29.17M	64.23K	+6.39%
Dec 31, 2023	ASSETMARK, INC	1.02%	127.16K	3.47M	-4.64K	-3.52%
Dec 31, 2023	STATE STREET CORP	1.26%	157.4K	4.3M	-221.64K	-58.47%

Frequently Asked Questions