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

Who are the major shareholders selling Schwab US TIPS ETF stock?

ASSETMARK, INC, in the last quarter, reduced its stake in SCHP by -22.86% restricting it's holding to 2.07 million shares of worth nearly $54.93M. US BANCORP \DE\ also lessened -6.55% of the SCHP shares from its portfolio, reducing its holding to 3.71 million shares of worth $98.37M. ELM PARTNERS MANAGEMENT LLC also shunned SCHP shares holding by -40.63% last quarter which brought its holding to 4.79 million shares worth $126.89M.

Investors who are buying SCHP stock?

As per its latest 13F filing, FMR LLC increased its stake in SCHP by 15.05% in the last quarter. The institutional holder raised its holding to 1.71 million shares having worth more than $45.41M. DIVERSIFIED ENTERPRISES, LLC also added 4.17% more shares of SCHP to its portfolio, raising its holding to 1.8 million shares of worth $47.57M. INTEGRATED WEALTH CONCEPTS LLC also increased its SCHP shares holding by 11.9% which brought its holding to 1.96 million shares worth $52.06M.

SCHP's major insiders: who are they?

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

Did an insider recently sell SCHP stock?

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

Which insider recently purchased SCHP stock?

There have been 0 transaction(s) during the past 6-months in which Schwab US TIPS ETF insiders have bought stock, totalling 0 shares

How much of SCHP does insiders own?

Around 0 Schwab US TIPS ETF shares are held by insiders, which represents about N/A of SCHP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SCHP?

FMR LLC is the largest institutional owner in SCHP which holds 1.71 million shares worth $45.41M or 0.27% of the total SCHP shares outstanding followed by DIVERSIFIED ENTERPRISES, LLC with ownership of 1.8 million shares representing 0.29% of the SCHP ownership. ASSETMARK, INC is the third largest stakeholder with 2.07 million shares or 0.33% of the ownership worth more than $54.93M.

Is Schwab US TIPS 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 SCHP is concerned, it is a stock which is optionable.

Is there a short position on SCHP's shares?

Number of SCHP 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 SCHP shares are there?

As of today, null shares of SCHP are outstanding.

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

SCHP 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 SCHP is null.

Schwab US TIPS ETF (SCHP) 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. FMR LLC is the top corporate investor, holding 1.71M shares valued at $45.41M. A 0.27% stake in Schwab US TIPS ETF is owned by the company. DIVERSIFIED ENTERPRISES, LLC owns 1.8M shares valued at $47.57M, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FMR LLC	0.27%	1.71M	45.41M	224.11K	+15.05%
Jun 30, 2026	DIVERSIFIED ENTERPRISES, LLC	0.29%	1.8M	47.57M	71.92K	+4.17%
Jun 30, 2026	ASSETMARK, INC	0.33%	2.07M	54.93M	-614.2K	-22.86%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.31%	1.96M	52.06M	208.85K	+11.90%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.33%	2.09M	55.39M	675.99K	+47.81%
Jun 30, 2026	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.33%	2.07M	54.92M	130.97K	+6.75%
Jun 30, 2026	US BANCORP \DE\	0.59%	3.71M	98.37M	-260.02K	-6.55%
Jun 30, 2026	LPL FINANCIAL LLC	0.26%	1.66M	43.94M	137.1K	+9.01%
Jun 30, 2026	BLUESKY WEALTH ADVISORS, LLC	0.26%	1.62M	43.03M	106.46K	+7.02%
Jun 30, 2026	PURE FINANCIAL ADVISORS, LLC	0.25%	1.59M	42.17M	70.46K	+4.63%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.24%	1.53M	40.5M	0	0
Jun 30, 2026	GARDE CAPITAL, INC.	0.23%	1.47M	39.01M	1.47M	+100.00%
Jun 30, 2026	ELM PARTNERS MANAGEMENT LLC	0.76%	4.79M	126.89M	-3.28M	-40.63%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1%	6.3M	166.83M	300.73K	+5.02%
Jun 30, 2026	ALESCO ADVISORS LLC	1.03%	6.47M	171.42M	347.47K	+5.68%
Jun 30, 2026	QUADRATIC CAPITAL MANAGEMENT LLC	1.28%	8.05M	213.41M	-6.13M	-43.22%
Jun 30, 2026	EMPOWER ADVISORY GROUP, LLC	9.03%	56.68M	1.5B	3.56M	+6.69%
Jun 30, 2026	CREATIVE PLANNING	0.21%	1.3M	34.46M	-221.47K	-14.55%
Jun 30, 2026	STATE STREET CORP	0.47%	2.96M	78.39M	99.44K	+3.48%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.55%	3.43M	90.7M	196.38K	+6.08%
Jun 30, 2026	MORGAN STANLEY	0.81%	5.07M	134.32M	760.95K	+17.66%
Jun 30, 2026	UBS GROUP AG	0.85%	5.31M	140.81M	-646.71K	-10.85%
Jun 30, 2026	ARGI INVESTMENT SERVICES, LLC	0.9%	5.62M	148.95M	-27.92K	-0.49%
Jun 30, 2026	VOYA INVESTMENT MANAGEMENT LLC	1.4%	8.8M	233.16M	211.98K	+2.47%
Jun 30, 2026	VIRGINIA ESTATE & RETIREMENT PLANNING ADVISORS INC.	1.39%	8.71M	8.71M	8.71M	+100.00%
Jun 30, 2026		1.39%	8.71M	8.71M	8.71M	+100.00%
Jun 30, 2026	ALTFEST L J & CO INC	0.18%	1.11M	29.37M	37.89K	+3.54%
Jun 30, 2026	FOSTER & MOTLEY INC	0.18%	1.1M	29.2M	119.25K	+12.14%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.17%	1.09M	28.9M	622.25K	+132.40%
Jun 30, 2026	PRENTICE WEALTH MANAGEMENT LLC	0.17%	1.07M	28.4M	43.24K	+4.20%
Jun 30, 2026	NEPC LLC	1.33%	8.32M	220.53M	374.25K	+4.71%
Jun 30, 2026	CENTRAL TRUST CO	1.3%	8.15M	216.02M	96.49K	+1.20%
Jun 30, 2026	JOSEPH GROUP CAPITAL MANAGEMENT	0.17%	1.05M	27.71M	6.54K	+0.63%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.16%	1.01M	26.86M	30.49K	+3.10%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.16%	1M	26.5M	-957	-0.10%
Jun 30, 2026	SENECA FINANCIAL ADVISORS LLC	0.16%	998.77K	26.47M	72.88K	+7.87%
Jun 30, 2026	ARMSTRONG ADVISORY GROUP, INC	0.56%	3.53M	93.48M	119.46K	+3.51%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.16%	978.66K	25.93M	49K	+5.27%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.57%	3.6M	95.43M	-7.73M	-68.22%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.58%	3.65M	96.81M	-34.04K	-0.92%
Jun 30, 2026	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.47%	2.96M	78.48M	-2.81M	-48.68%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.39%	2.43M	64.38M	8.34K	+0.34%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.32%	1.98M	52.42M	29.14K	+1.50%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	1.92M	49.97M	212.84K	+12.47%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.29%	1.85M	49.06M	44.49K	+2.46%
Jun 30, 2026	FINANCIAL ARCHITECTS, LLC	0.25%	1.57M	41.53M	45.61K	+3.00%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	1.48%	9.29M	247.14M	-137.29K	-1.46%
Jun 30, 2026	LUTZ FINANCIAL SERVICES LLC	0.39%	2.45M	64.79M	103.11K	+4.40%
Jun 30, 2026	SUMITOMO LIFE INSURANCE CO	0.26%	1.66M	44.07M	728.2K	+77.89%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.37%	2.32M	61.57M	57.83K	+2.55%
Jun 30, 2026	MATRIX TRUST CO	0.21%	1.3M	34.55M	-66.38K	-4.85%
Jun 30, 2026	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.24%	1.5M	39.76M	71.45K	+5.00%
Jun 30, 2026	ADVISORY ALPHA, LLC	0.25%	1.58M	41.89M	1.14K	+0.07%
Jun 30, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.27%	1.66M	44.11M	178.52K	+12.01%
Jun 30, 2026	PICTET ASSET MANAGEMENT HOLDING SA	0.23%	1.45M	38.49M	185.5K	+14.64%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	5.62%	35.29M	935.26M	1.05M	+3.06%
Jun 30, 2026	JPMORGAN CHASE & CO	4.44%	27.87M	741.45M	14.99M	+116.35%
Jun 30, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.58%	16.19M	429M	0	0
Jun 30, 2026	SEI INVESTMENTS CO	2.18%	13.67M	362.21M	712.54K	+5.50%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	1.84%	11.54M	305.82M	11.53M	+100,216.40%
Jun 30, 2026	CERITY PARTNERS LLC	1.69%	10.58M	280.37M	783.61K	+8.00%
Jun 30, 2026	LINCOLN NATIONAL CORP	1.5%	9.44M	250.15M	531.72K	+5.97%
Mar 31, 2026	SENECA FINANCIAL ADVISORS LLC	0.16%	925.89K	24.64M	102.91K	+12.50%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.16%	929.66K	24.74M	34.54K	+3.86%
Mar 31, 2026	SUMITOMO LIFE INSURANCE CO	0.16%	934.9K	24.88M	-315.1K	-25.21%
Mar 31, 2026	JPMORGAN CHASE & CO	2.04%	12.88M	342.46M	11.39M	+760.29%
Mar 31, 2026	FOSTER & MOTLEY INC	0.17%	982.47K	26.14M	78.87K	+8.73%
Mar 31, 2026	EVOKE WEALTH, LLC	1.65%	10.39M	276.55M	1.36M	+15.06%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.29%	1.81M	48.08M	-112.8K	-5.88%
Mar 31, 2026	ARGI INVESTMENT SERVICES, LLC	0.9%	5.65M	150.31M	1.22M	+27.55%
Mar 31, 2026	ARMSTRONG ADVISORY GROUP, INC	0.54%	3.41M	90.69M	2.77M	+434.27%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.38%	2.42M	64.42M	624.02K	+34.73%
Mar 31, 2026	LUTZ FINANCIAL SERVICES LLC	0.37%	2.34M	62.32M	135.17K	+6.13%
Mar 31, 2026	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.31%	1.94M	51.66M	104.23K	+5.67%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.25%	1.56M	41.57M	-298.36K	-16.03%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.22%	1.41M	37.63M	-8.3K	-0.58%
Mar 31, 2026	STATE STREET CORP	0.45%	2.86M	76.07M	158.31K	+5.86%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.55%	3.23M	86M	33.86K	+1.06%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.24%	1.53M	40.66M	0	0
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.58%	3.69M	98.12M	140.73K	+3.97%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.17%	982.91K	26.16M	68.58K	+7.50%
Mar 31, 2026	FINANCIAL ARCHITECTS, LLC	0.24%	1.52M	40.49M	87.11K	+6.07%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	0.24%	1.52M	40.47M	100.4K	+7.07%
Mar 31, 2026	MATRIX TRUST CO	0.22%	1.37M	36.46M	-109.66K	-7.41%
Mar 31, 2026	PICTET ASSET MANAGEMENT HOLDING SA	0.22%	1.27M	33.71M	1.2M	+1,764.88%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.25%	1.58M	42.04M	538.41K	+51.70%
Mar 31, 2026	MORGAN STANLEY	0.68%	4.31M	114.63M	711.53K	+19.79%
Mar 31, 2026	NEPC LLC	1.26%	7.95M	211.48M	375.38K	+4.96%
Mar 31, 2026	US BANCORP \DE\	0.63%	3.97M	105.69M	-2.43M	-37.98%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.17%	1M	26.64M	-147.18K	-12.82%
Mar 31, 2026	PRENTICE WEALTH MANAGEMENT LLC	0.18%	1.03M	27.37M	-86.92K	-7.79%
Mar 31, 2026	JOSEPH GROUP CAPITAL MANAGEMENT	0.18%	1.04M	27.65M	41.16K	+4.12%
Mar 31, 2026	ALTFEST L J & CO INC	0.18%	1.07M	28.48M	32.64K	+3.15%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	1.07M	28.5M	79.8K	+8.05%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.2%	1.15M	30.62M	265.43K	+29.98%
Mar 31, 2026	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.92%	5.77M	153.55M	-8.4K	-0.15%
Mar 31, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.57%	16.19M	430.78M	940.2K	+6.17%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	5.43%	34.24M	911.26M	-288.19K	-0.83%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	8.43%	53.13M	1.41B	3.46M	+6.97%
Mar 31, 2026	DIVERSIFIED ENTERPRISES, LLC	0.27%	1.72M	45.85M	67.28K	+4.06%
Mar 31, 2026	QUADRATIC CAPITAL MANAGEMENT LLC	2.25%	14.18M	377.4M	-316.73K	-2.18%
Mar 31, 2026	CREATIVE PLANNING	0.24%	1.52M	40.49M	-995.38K	-39.55%
Mar 31, 2026	UBS GROUP AG	0.95%	5.96M	158.6M	519.31K	+9.54%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.95%	5.99M	159.52M	968.29K	+19.26%
Mar 31, 2026	ALESCO ADVISORS LLC	0.97%	6.12M	162.89M	164.88K	+2.77%
Mar 31, 2026	JASPER RIDGE PARTNERS, L.P.	1.02%	6.44M	171.45M	541.49K	+9.18%
Mar 31, 2026	ELM PARTNERS MANAGEMENT LLC	1.28%	8.07M	214.39M	993.41K	+14.05%
Mar 31, 2026	BLUESKY WEALTH ADVISORS, LLC	0.24%	1.52M	40.37M	17.6K	+1.17%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	1.71M	45.19M	-865.95K	-33.66%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.28%	1.76M	46.71M	313.72K	+21.76%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.31%	1.95M	51.86M	366.61K	+23.17%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	1.49%	9.42M	249.67M	863.37K	+10.08%
Mar 31, 2026	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.23%	1.43M	38.02M	-288.49K	-16.80%
Mar 31, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.24%	1.49M	39.54M	123.35K	+9.05%
Mar 31, 2026	FMR LLC	0.24%	1.49M	39.64M	423.04K	+39.67%
Mar 31, 2026	LPL FINANCIAL LLC	0.24%	1.52M	40.48M	98.79K	+6.95%
Mar 31, 2026	CERITY PARTNERS LLC	1.55%	9.8M	260.68M	504.49K	+5.43%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.8%	11.33M	301.54M	-3.47M	-23.43%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.36%	2.27M	60.29M	124.47K	+5.81%
Mar 31, 2026	ASSETMARK, INC	0.43%	2.69M	71.5M	755.12K	+39.08%
Mar 31, 2026	CENTRAL TRUST CO	1.28%	8.06M	214.35M	421.68K	+5.52%
Mar 31, 2026	VOYA INVESTMENT MANAGEMENT LLC	1.36%	8.59M	228.49M	-775.28K	-8.28%
Mar 31, 2026	LINCOLN NATIONAL CORP	1.41%	8.91M	237.04M	5.73M	+179.97%
Mar 31, 2026	SEI INVESTMENTS CO	2.05%	12.96M	344.74M	646.42K	+5.25%
Mar 31, 2026	FUND EVALUATION GROUP, LLC	0.13%	748K	19.9M	0	0
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.13%	787.3K	20.95M	-935.45K	-54.30%
Mar 31, 2026	CITIGROUP INC	0.15%	877.19K	23.34M	-30.31K	-3.34%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.31%	1.8M	47.6M	-599.71K	-25.02%
Dec 31, 2025	JASPER RIDGE PARTNERS, L.P.	1.03%	5.9M	156.33M	-1.24M	-17.37%
Dec 31, 2025	CREATIVE PLANNING	0.44%	2.52M	66.68M	1.86M	+285.68%
Dec 31, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	0.24%	1.41M	37.35M	0	0
Dec 31, 2025	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.3%	1.72M	45.49M	12.23K	+0.72%
Dec 31, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	1.01%	5.78M	153.08M	1.15M	+24.84%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.62%	3.55M	93.95M	3.17M	+839.03%
Dec 31, 2025	CENTRAL TRUST CO	1.34%	7.63M	202.21M	320.55K	+4.38%
Dec 31, 2025	EVOKE WEALTH, LLC	1.58%	9.03M	239.27M	1.28M	+16.53%
Dec 31, 2025	CERITY PARTNERS LLC	1.62%	9.29M	246.14M	936.06K	+11.20%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.63%	9.36M	248M	-679.25K	-6.76%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.57%	14.8M	392.06M	12.12M	+452.35%
Dec 31, 2025	CITIGROUP INC	0.16%	907.5K	24.04M	3.29K	+0.36%
Dec 31, 2025		0.34%	1.97M	74.4M	1.9M	+2,722.60%
Dec 31, 2025	SEI INVESTMENTS CO	2.15%	12.31M	326.06M	484.53K	+4.10%
Dec 31, 2025	QUADRATIC CAPITAL MANAGEMENT LLC	2.54%	14.5M	384.08M	2.73M	+23.22%
Dec 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.66%	15.25M	403.93M	-1.15M	-7.03%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	6.05%	34.53M	914.78M	-1.16M	-3.24%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	8.66%	49.67M	1.32B	4.06M	+8.91%
Dec 31, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.32%	1.84M	48.65M	154.96K	+9.21%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.32%	1.86M	49.29M	-338.11K	-15.38%
Dec 31, 2025	ARGI INVESTMENT SERVICES, LLC	0.78%	4.43M	117.31M	-1.07M	-19.48%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	1.28M	33.88M	154.81K	+13.77%
Dec 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.24%	1.36M	36.15M	81.64K	+6.37%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.25%	1.42M	37.62M	53.93K	+3.95%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.25%	1.42M	37.68M	132.39K	+10.26%
Dec 31, 2025	FINANCIAL ARCHITECTS, LLC	0.25%	1.43M	38M	105.35K	+7.93%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.25%	1.44M	38.19M	-148.12K	-9.32%
Dec 31, 2025	JPMORGAN CHASE & CO	0.26%	1.5M	39.67M	-12.68M	-89.43%
Dec 31, 2025	BLUESKY WEALTH ADVISORS, LLC	0.26%	1.5M	39.72M	112.61K	+8.12%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.28%	1.58M	41.92M	81.42K	+5.42%
Dec 31, 2025	DIVERSIFIED ENTERPRISES, LLC	0.29%	1.66M	43.87M	94.4K	+6.05%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.3%	1.72M	45.64M	1.72M	+100.00%
Dec 31, 2025	ALTFEST L J & CO INC	0.18%	1.04M	27.49M	28.19K	+2.79%
Dec 31, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.2%	1.12M	29.54M	128.38K	+13.01%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	1.15M	30.42M	32.76K	+2.94%
Dec 31, 2025	SUMITOMO LIFE INSURANCE CO	0.22%	1.25M	33.11M	387.3K	+44.89%
Dec 31, 2025	LPL FINANCIAL LLC	0.25%	1.42M	37.68M	112.48K	+8.59%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.33%	1.92M	50.85M	350.12K	+22.31%
Dec 31, 2025	ASSETMARK, INC	0.34%	1.93M	51.18M	-113.99K	-5.57%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.37%	2.14M	56.72M	84.76K	+4.12%
Dec 31, 2025	LUTZ FINANCIAL SERVICES LLC	0.39%	2.21M	58.46M	216.52K	+10.88%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.45%	2.57M	68.25M	437.76K	+20.51%
Dec 31, 2025	STATE STREET CORP	0.47%	2.7M	71.53M	55.7K	+2.11%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.27%	1.53M	40.48M	1.53M	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	3.2M	84.7M	216.06K	+7.25%
Dec 31, 2025	MORGAN STANLEY	0.62%	3.6M	95.27M	193.13K	+5.67%
Dec 31, 2025	LINCOLN NATIONAL CORP	0.56%	3.18M	84.29M	-5.14M	-61.77%
Dec 31, 2025	UBS GROUP AG	0.95%	5.44M	144.13M	104.58K	+1.96%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.87%	5.03M	133.15M	153.05K	+3.14%
Dec 31, 2025	ALESCO ADVISORS LLC	1.04%	5.96M	157.78M	283.48K	+5.00%
Dec 31, 2025	US BANCORP \DE\	1.12%	6.4M	169.65M	-9.86M	-60.63%
Dec 31, 2025	ELM PARTNERS MANAGEMENT LLC	1.23%	7.07M	187.35M	1.57M	+28.43%
Dec 31, 2025	NEPC LLC	1.32%	7.57M	200.59M	2.98M	+64.89%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	1.49%	8.56M	226.8M	642.8K	+8.12%
Dec 31, 2025	MATRIX TRUST CO	0.26%	1.48M	39.2M	-112.12K	-7.04%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.18%	1.04M	27.59M	19.05K	+1.86%
Dec 31, 2025	JOSEPH GROUP CAPITAL MANAGEMENT	0.17%	997.85K	26.43M	60.76K	+6.48%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.17%	991.06K	26.25M	165.36K	+20.03%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.16%	914.33K	24.22M	73.69K	+8.77%
Sep 30, 2025	US BANCORP \DE\	3.01%	16.27M	438.36M	14.64M	+899.82%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.03%	16.4M	442.01M	0	0
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	6.6%	35.69M	961.8M	3.72M	+11.63%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	8.43%	45.6M	1.23B	2.93M	+6.86%
Sep 30, 2025	BLUESKY WEALTH ADVISORS, LLC	0.26%	1.39M	37.38M	40.75K	+3.03%
Sep 30, 2025	QUADRATIC CAPITAL MANAGEMENT LLC	2.17%	11.77M	317.12M	2.87M	+32.26%
Sep 30, 2025	CERITY PARTNERS LLC	1.54%	8.36M	225.19M	587.89K	+7.57%
Sep 30, 2025	DIVERSIFIED ENTERPRISES, LLC	0.29%	1.56M	42.08M	1.54M	+7,001.49%
Sep 30, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	0.26%	1.41M	38M	0	0
Sep 30, 2025	ALESCO ADVISORS LLC	1.05%	5.67M	152.88M	198.4K	+3.62%
Sep 30, 2025	ELM PARTNERS MANAGEMENT LLC	1.02%	5.51M	148.4M	1.02M	+22.71%
Sep 30, 2025	NEPC LLC	0.85%	4.59M	123.76M	-419.41K	-8.37%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.55%	2.98M	80.14M	327.25K	+12.33%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.29%	1.59M	42.85M	151.94K	+10.57%
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.3%	1.65M	44.38M	-85.69K	-4.95%
Sep 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.57%	3.09M	83.24M	66.56K	+2.20%
Sep 30, 2025	MORGAN STANLEY	0.63%	3.4M	91.71M	-379.57K	-10.03%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.72%	3.92M	105.6M	3.88M	+9,813.58%
Sep 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.24%	1.28M	34.57M	34.76K	+2.79%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.28%	1.5M	40.45M	87.63K	+6.20%
Sep 30, 2025	MATRIX TRUST CO	0.29%	1.59M	42.9M	-14.3K	-0.89%
Sep 30, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.31%	1.68M	44.7M	2.36K	+0.14%
Sep 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.37%	1.99M	53.64M	139.77K	+7.55%
Sep 30, 2025	ASSETMARK, INC	0.38%	2.05M	55.14M	88.13K	+4.50%
Sep 30, 2025	STATE STREET CORP	0.49%	2.64M	71.28M	45.05K	+1.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.5%	2.68M	72.21M	112.96K	+4.40%
Sep 30, 2025	UBS GROUP AG	0.99%	5.34M	143.82M	75.32K	+1.43%
Sep 30, 2025	JASPER RIDGE PARTNERS, L.P.	1.32%	7.14M	192.47M	-148.64K	-2.04%
Sep 30, 2025	EVOKE WEALTH, LLC	1.43%	7.75M	208.89M	999.88K	+14.81%
Sep 30, 2025	LINCOLN NATIONAL CORP	1.54%	8.32M	224.28M	114.23K	+1.39%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.38%	2.06M	55.42M	46.29K	+2.30%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	2.13M	57.4M	91.87K	+4.50%
Sep 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.86%	4.63M	124.74M	4.61M	+29,954.51%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.9%	4.87M	131.34M	72.25K	+1.50%
Sep 30, 2025	ARGI INVESTMENT SERVICES, LLC	1.02%	5.5M	148.22M	0	0
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.11%	621.26K	16.74M	612.02K	+6,626.48%
Sep 30, 2025	NAVALIGN, LLC	0.12%	647.62K	17.45M	-367.2K	-36.18%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.14%	761.41K	20.52M	-3.52K	-0.46%
Sep 30, 2025	FUND EVALUATION GROUP, LLC	0.14%	775.01K	20.89M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	825.7K	22.25M	21.96K	+2.73%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.16%	849.08K	22.88M	77.09K	+9.99%
Sep 30, 2025	FOSTER & MOTLEY INC	0.16%	850.57K	22.92M	18.38K	+2.21%
Sep 30, 2025	SUMITOMO LIFE INSURANCE CO	0.16%	862.7K	23.25M	684.6K	+384.39%
Sep 30, 2025	CITIGROUP INC	0.17%	904.21K	24.37M	-8.88K	-0.97%
Sep 30, 2025	MARSHALL FINANCIAL GROUP INC /ADV	0.17%	923.17K	24.88M	35.32K	+3.98%
Sep 30, 2025	JOSEPH GROUP CAPITAL MANAGEMENT	0.17%	937.09K	25.25M	9.41K	+1.01%
Sep 30, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.18%	986.93K	26.6M	58.06K	+6.25%
Sep 30, 2025	ALTFEST L J & CO INC	0.19%	1.01M	27.21M	24.54K	+2.49%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.29%	1.55M	41.74M	109.18K	+7.58%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.21%	1.12M	30.29M	-566.85K	-33.52%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.41%	2.2M	59.26M	1.88M	+591.24%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.44%	2.4M	64.59M	212.39K	+9.72%
Sep 30, 2025	FINANCIAL ARCHITECTS, LLC	0.25%	1.33M	35.82M	87.03K	+7.01%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.25%	1.37M	36.82M	37.9K	+2.85%
Sep 30, 2025	CENTRAL TRUST CO	1.35%	7.31M	197.08M	901.5K	+14.06%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.46%	7.92M	213.41M	85.05K	+1.09%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.86%	10.04M	270.61M	-475.75K	-4.52%
Sep 30, 2025	GARDE CAPITAL, INC.	0.22%	1.17M	31.61M	128.36K	+12.29%
Sep 30, 2025	SEI INVESTMENTS CO	2.19%	11.82M	318.67M	458.74K	+4.04%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.29%	1.57M	42.29M	7.29K	+0.47%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	1.12M	30.06M	107.41K	+10.65%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.19%	1.02M	27.5M	-10.76K	-1.04%
Sep 30, 2025	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.32%	1.71M	45.95M	139.19K	+8.89%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.24%	1.29M	34.76M	148.3K	+12.99%
Sep 30, 2025	LPL FINANCIAL LLC	0.24%	1.31M	35.3M	2.93K	+0.22%
Sep 30, 2025	JPMORGAN CHASE & CO	2.62%	14.17M	381.99M	531.19K	+3.89%
Jun 30, 2025	JPMORGAN CHASE & CO	2.68%	13.64M	363.99M	-3.91M	-22.29%
Jun 30, 2025	ARGI INVESTMENT SERVICES, LLC	1.08%	5.5M	146.74M	-212.02K	-3.71%
Jun 30, 2025	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.31%	1.57M	41.78M	-195.53K	-11.10%
Jun 30, 2025	BLUESKY WEALTH ADVISORS, LLC	0.26%	1.35M	35.92M	11.39K	+0.85%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.22%	1.14M	30.46M	207.06K	+22.16%
Jun 30, 2025	NAVALIGN, LLC	0.2%	1.01M	27.08M	-13.96K	-1.36%
Jun 30, 2025	JOSEPH GROUP CAPITAL MANAGEMENT	0.18%	927.68K	24.75M	8.13K	+0.88%
Jun 30, 2025	MARSHALL FINANCIAL GROUP INC /ADV	0.17%	887.85K	23.69M	15.49K	+1.78%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	839.34K	22.39M	74.86K	+9.79%
Jun 30, 2025	CAROLINA WEALTH ADVISORS, LLC	0.15%	754.88K	20.14M	-40.13K	-5.05%
Jun 30, 2025	GREENLINE PARTNERS, LLC	0.14%	706.82K	18.86M	75.03K	+11.88%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.13%	655.27K	17.41M	126.29K	+23.87%
Jun 30, 2025	ALESCO ADVISORS LLC	1.08%	5.47M	146.06M	-27.18K	-0.49%
Jun 30, 2025	GARDE CAPITAL, INC.	0.21%	1.04M	27.87M	-7.73K	-0.73%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.26%	1.33M	35.44M	10.32K	+0.78%
Jun 30, 2025	MORGAN STANLEY	0.74%	3.78M	100.92M	985.4K	+35.23%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.4%	2.01M	53.63M	-140.89K	-6.55%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.32%	1.61M	42.99M	64.07K	+4.14%
Jun 30, 2025	MATRIX TRUST CO	0.32%	1.61M	42.85M	525.52K	+48.63%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.15%	764.93K	20.41M	-7K	-0.91%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	8.4%	42.68M	1.14B	2.01M	+4.94%
Jun 30, 2025	SAGE FINANCIAL GROUP INC	0.12%	596.55K	15.92M	37.85K	+6.77%
Jun 30, 2025	KOREA INVESTMENT CORP	0.12%	593K	15.82M	-303.45K	-33.85%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.11%	566.4K	15.11M	2.64K	+0.47%
Jun 30, 2025		0.21%	1.07M	56.96K	1.07M	+100.00%
Jun 30, 2025	PROFFITT & GOODSON INC	0.1%	522.36K	13.94M	6.34K	+1.23%
Jun 30, 2025	FDX ADVISORS, INC.	0.1%	502.16K	13.4M	-12.81K	-2.49%
Jun 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.1%	498.09K	13.29M	43.65K	+9.60%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.1%	498.05K	13.29M	498.05K	+100.00%
Jun 30, 2025	ALTIORA FINANCIAL GROUP, LLC	0.1%	495.04K	13.21M	-22.42K	-4.33%
Jun 30, 2025	WEST FAMILY INVESTMENTS, INC.	0.09%	479.79K	13.35M	36.56K	+8.25%
Jun 30, 2025	ALM FIRST FINANCIAL ADVISORS, LLC	0.09%	475.03K	12.67M	0	0
Jun 30, 2025	MAROTTA ASSET MANAGEMENT	0.09%	463.15K	12.36M	217.99K	+88.91%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	6.29%	31.97M	852.96M	3.75M	+13.29%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.28%	1.41M	37.71M	55.52K	+4.09%
Jun 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.23%	16.4M	437.59M	0	0
Jun 30, 2025	QUADRATIC CAPITAL MANAGEMENT LLC	1.75%	8.9M	237.37M	-5.28M	-37.24%
Jun 30, 2025	LINCOLN NATIONAL CORP	1.61%	8.21M	218.98M	207.64K	+2.60%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	1.01M	26.89M	96.45K	+10.58%
Jun 30, 2025	ALTFEST L J & CO INC	0.19%	985.04K	26.28M	-448.89K	-31.30%
Jun 30, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.18%	928.87K	24.78M	595.94K	+179.00%
Jun 30, 2025	FOSTER & MOTLEY INC	0.16%	832.19K	22.2M	20.05K	+2.47%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.16%	801.63K	21.39M	20.39K	+2.61%
Jun 30, 2025	FUND EVALUATION GROUP, LLC	0.15%	775.01K	20.68M	27.01K	+3.61%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.15%	771.99K	20.6M	129.87K	+20.23%
Jun 30, 2025	SEI INVESTMENTS CO	2.24%	11.37M	303.23M	295.9K	+2.67%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	2.07%	10.52M	280.59M	-133.27K	-1.25%
Jun 30, 2025	UBS GROUP AG	1.04%	5.26M	140.37M	-7.58K	-0.14%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.94%	4.8M	128.1M	62.08K	+1.31%
Jun 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.88%	4.49M	119.73M	-3.52M	-43.94%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.54%	7.83M	209M	223.28K	+2.93%
Jun 30, 2025	CERITY PARTNERS LLC	1.53%	7.77M	207.24M	177.38K	+2.34%
Jun 30, 2025	JASPER RIDGE PARTNERS, L.P.	1.43%	7.29M	194.51M	-518.32K	-6.64%
Jun 30, 2025	EVOKE WEALTH, LLC	1.33%	6.75M	180.12M	1.19M	+21.46%
Jun 30, 2025	CENTRAL TRUST CO	1.26%	6.41M	171.06M	326.03K	+5.36%
Jun 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.59%	3.02M	80.63M	17.01K	+0.57%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	2.65M	70.77M	127.86K	+5.06%
Jun 30, 2025	NEPC LLC	0.99%	5.01M	133.71B	-724.78K	-12.64%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.5%	2.57M	68.48M	179.98K	+7.54%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.43%	2.18M	58.28M	117.87K	+5.70%
Jun 30, 2025	ASSETMARK, INC	0.39%	1.96M	52.24M	-320.34K	-14.06%
Jun 30, 2025	STATE STREET CORP	0.51%	2.6M	69.36M	76.21K	+3.02%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.4%	2.04M	54.16M	77.82K	+3.96%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.36%	1.85M	49.37M	-31.88K	-1.69%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.34%	1.73M	46.22M	89.22K	+5.43%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.33%	1.69M	45.11M	-669.49K	-28.36%
Jun 30, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.33%	1.68M	44.82M	49.38K	+3.03%
Jun 30, 2025	US BANCORP \DE\	0.32%	1.63M	43.4M	258.31K	+18.87%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.31%	1.56M	41.68M	-5.57K	-0.36%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.28%	1.44M	38.41M	139.38K	+10.72%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.28%	1.44M	38.36M	1.3M	+918.50%
Jun 30, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	0.28%	1.41M	37.62M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.26%	1.31M	34.87M	-12.1K	-0.92%
Jun 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.25%	1.25M	33.25M	10.43K	+0.84%
Jun 30, 2025	FINANCIAL ARCHITECTS, LLC	0.24%	1.24M	33.14M	30.66K	+2.53%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.2%	1.03M	27.56M	36.43K	+3.66%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.21%	1.07M	56.96K	1.07M	+100.00%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.2%	945.96K	25.44M	455.55K	+92.89%
Mar 31, 2025	NAVALIGN, LLC	0.21%	1.03M	27.66M	55.38K	+5.69%
Mar 31, 2025	GARDE CAPITAL, INC.	0.22%	1.05M	28.3M	1.05M	+100.00%
Mar 31, 2025	SUMITOMO LIFE INSURANCE CO	0.22%	1.06M	28.64M	497.4K	+87.65%
Mar 31, 2025	MATRIX TRUST CO	0.22%	1.08M	29.06M	-71.27K	-6.19%
Mar 31, 2025	FINANCIAL ARCHITECTS, LLC	0.25%	1.21M	32.58M	1.61K	+0.13%
Mar 31, 2025	BLUESKY WEALTH ADVISORS, LLC	0.28%	1.33M	35.89M	10.6K	+0.80%
Mar 31, 2025	FULL SAIL CAPITAL, LLC	0.34%	1.64M	44.19M	34.76K	+2.16%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	1.97M	52.84M	496.07K	+33.77%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.43%	2.07M	55.57M	-238.7K	-10.36%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.44%	2.15M	57.84M	130.32K	+6.45%
Mar 31, 2025	QUADRATIC CAPITAL MANAGEMENT LLC	2.93%	14.18M	379.77M	-59.67K	-0.42%
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.39%	16.4M	441.03M	835.55K	+5.37%
Mar 31, 2025	JPMORGAN CHASE & CO	3.63%	17.56M	472.1M	16.25M	+1,240.82%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	5.84%	28.22M	758.86M	5.99M	+26.93%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	8.41%	40.67M	1.09B	2.37M	+6.18%
Mar 31, 2025	CENTRAL TRUST CO	1.26%	6.09M	163.64M	213.27K	+3.63%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.32%	1.55M	41.6M	156.94K	+11.29%
Mar 31, 2025	LUTZ FINANCIAL SERVICES LLC	0.39%	1.88M	50.62M	58.02K	+3.18%
Mar 31, 2025	SEI INVESTMENTS CO	2.29%	11.07M	297.66M	-147.37K	-1.31%
Mar 31, 2025	ASSETMARK, INC	0.47%	2.28M	61.26M	730.04K	+47.16%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.49%	2.36M	63.47M	-190.96K	-7.48%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.52%	2.53M	68.07M	-608.48K	-19.41%
Mar 31, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.62%	3M	80.8M	69.47K	+2.37%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.98%	4.74M	127.44M	753.25K	+18.90%
Mar 31, 2025	UBS GROUP AG	1.09%	5.27M	141.68M	1.83M	+53.28%
Mar 31, 2025	ALESCO ADVISORS LLC	1.14%	5.5M	147.94M	-68.7K	-1.23%
Mar 31, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.27%	1.3M	34.96M	167.01K	+14.74%
Mar 31, 2025	CERITY PARTNERS LLC	1.57%	7.59M	204.11M	-414K	-5.17%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.32%	1.57M	42.15M	-83.55K	-5.06%
Mar 31, 2025	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.36%	1.76M	47.36M	64.62K	+3.81%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.49%	2.39M	64.17M	529.81K	+28.53%
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.27%	1.32M	35.45M	-54.05K	-3.94%
Mar 31, 2025	LPL FINANCIAL LLC	0.27%	1.32M	35.47M	284.07K	+27.45%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.28%	1.36M	35.07M	2.44K	+0.18%
Mar 31, 2025	US BANCORP \DE\	0.28%	1.37M	36.8M	-64.87K	-4.53%
Mar 31, 2025	MORGAN STANLEY	0.58%	2.8M	75.22M	-1.04M	-27.01%
Mar 31, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	0.29%	1.41M	37.91M	0	0
Mar 31, 2025	ALTFEST L J & CO INC	0.3%	1.43M	38.56M	719.91K	+100.83%
Mar 31, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.34%	1.63M	43.85M	62.99K	+4.02%
Mar 31, 2025	LINCOLN NATIONAL CORP	1.65%	8M	215.12M	-227.15K	-2.76%
Mar 31, 2025	STATE STREET CORP	0.52%	2.52M	67.86M	-7.76K	-0.31%
Mar 31, 2025	EVOKE WEALTH, LLC	1.15%	5.56M	149.46M	697.5K	+14.35%
Mar 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.26%	1.24M	33.24M	52.97K	+4.48%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.57%	7.61M	204.64M	-33.77K	-0.44%
Mar 31, 2025	JASPER RIDGE PARTNERS, L.P.	1.62%	7.81M	209.98M	289.38K	+3.85%
Mar 31, 2025	ELM PARTNERS MANAGEMENT LLC	1.66%	8M	215.25M	4.25M	+113.26%
Mar 31, 2025	ARGI INVESTMENT SERVICES, LLC	1.18%	5.71M	153.59M	694.84K	+13.85%
Mar 31, 2025	NEPC LLC	1.18%	5.74M	154.25M	-1.9M	-24.89%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	2.2%	10.65M	286.38M	-304.93K	-2.78%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.21%	996.62K	26.79M	15.74K	+1.60%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.02%	1.18M	61.41M	-23.61K	-1.97%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	1.06%	1.23M	64.27M	-18.41K	-1.47%
Mar 31, 2024	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	1.68%	1.95M	101.62M	-25.92K	-1.31%
Mar 31, 2024	EVOKE WEALTH, LLC	2.29%	2.65M	138.41M	2.64M	+28,938.71%
Mar 31, 2024	JASPER RIDGE PARTNERS, L.P.	2.87%	3.33M	173.74M	797.25K	+31.47%
Mar 31, 2024	MATRIX TRUST CO	0.47%	543.14K	28.33M	1.26K	+0.23%
Mar 31, 2024	LUTZ FINANCIAL SERVICES LLC	0.71%	828.56K	43.22M	3.54K	+0.43%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	3.56%	4.13M	215.48M	-1.7M	-29.11%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	4.34%	5.03M	262.41M	-238.67K	-4.53%
Mar 31, 2024	NEPC LLC	2.23%	2.58M	134.68M	1.08M	+71.92%
Mar 31, 2024	STATE STREET CORP	0.59%	680.17K	35.48M	-441.8K	-39.38%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.12%	1.3M	67.83M	-37.12K	-2.78%
Mar 31, 2024	MORGAN STANLEY	1.22%	1.41M	73.54M	-122.54K	-8.00%
Mar 31, 2024	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	1.25%	1.45M	75.6M	67.41K	+4.88%
Mar 31, 2024	FOSTER & MOTLEY INC	0.29%	335.23K	17.49M	38.73K	+13.06%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.29%	339.04K	17.68M	0	0
Mar 31, 2024	ALTFEST L J & CO INC	0.29%	341.15K	17.79M	103.14K	+43.33%
Mar 31, 2024	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.3%	346.26K	18.06M	124.83K	+56.38%
Mar 31, 2024	CAROLINA WEALTH ADVISORS, LLC	0.32%	376.03K	19.61M	24.24K	+6.89%
Mar 31, 2024	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.33%	377.94K	19.71M	10.12K	+2.75%
Mar 31, 2024	MARSHALL FINANCIAL GROUP INC /ADV	0.34%	396.92K	20.7M	23.06K	+6.17%
Mar 31, 2024	NAVALIGN, LLC	0.37%	429.83K	22.42M	61.08K	+16.56%
Mar 31, 2024	CREATIVE PLANNING	0.39%	446.36K	23.28M	-41K	-8.41%
Mar 31, 2024	SUMITOMO LIFE INSURANCE CO	0.4%	457.8K	23.74M	142K	+44.97%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.47%	1.7M	88.74M	-174.04K	-9.27%
Mar 31, 2024	UBS GROUP AG	1.5%	1.74M	90.97M	738	+0.04%
Mar 31, 2024	CENTRAL TRUST CO	2.23%	2.58M	134.58M	268.63K	+11.62%
Mar 31, 2024	ALESCO ADVISORS LLC	2.24%	2.59M	135.27M	52.64K	+2.07%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.29%	2.65M	138.32M	97.07K	+3.80%
Mar 31, 2024	CERITY PARTNERS LLC	2.72%	3.16M	164.59M	-10.23M	-76.42%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	2.89%	3.35M	174.68M	-86.52K	-2.52%
Mar 31, 2024	JPMORGAN CHASE & CO	4.09%	4.74M	247.46M	-276K	-5.50%
Mar 31, 2024	SEI INVESTMENTS CO	4.59%	5.32M	277.55M	76.06K	+1.45%
Mar 31, 2024	QUADRATIC CAPITAL MANAGEMENT LLC	10.59%	12.28M	640.4M	-2.16M	-14.93%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	13.74%	15.93M	830.84M	3.65M	+29.74%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	15.46%	17.92M	934.68M	393.72K	+2.25%
Mar 31, 2024	LPL FINANCIAL LLC	0.41%	475.5K	24.8M	-60.4K	-11.27%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.41%	477.59K	24.91M	-23.62K	-4.71%
Mar 31, 2024	JOSEPH GROUP CAPITAL MANAGEMENT	0.42%	482.78K	25.18M	53.29K	+12.41%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.42%	483.13K	25.2M	40.62K	+9.18%
Mar 31, 2024	ASSETMARK, INC	0.42%	488.53K	25.48M	37.59K	+8.34%
Mar 31, 2024	CITIGROUP INC	0.45%	525.18K	27.39M	63.42K	+13.73%
Mar 31, 2024	FINANCIAL ARCHITECTS, LLC	0.48%	554.13K	28.9M	71.93K	+14.92%
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	0.5%	578.69K	30.18M	26.08K	+4.72%
Mar 31, 2024	KOREA INVESTMENT CORP	0.5%	580K	30.25M	0	0
Mar 31, 2024	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.52%	597.7K	31.18M	415.1K	+227.33%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.54%	621.77K	32.43M	62.71K	+11.22%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.55%	633.33K	33.03M	40.54K	+6.84%
Mar 31, 2024	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.55%	641.28K	33.45M	38.13K	+6.32%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.57%	665.63K	34.72M	3.72K	+0.56%
Mar 31, 2024	TEMASEK HOLDINGS (PRIVATE) LTD	0.61%	705K	36.77M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.64%	742.13K	38.71M	-21.94K	-2.87%
Mar 31, 2024	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.64%	747.07K	38.97M	8.04K	+1.09%
Mar 31, 2024	FUND EVALUATION GROUP, LLC	0.68%	783.17K	40.85M	11K	+1.42%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.76%	876.56K	45.72M	-127.66K	-12.71%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.78%	903.89K	47.15M	-26	0.00%
Mar 31, 2024	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.81%	940.97K	49.08M	-27.53K	-2.84%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.82%	952.79K	49.7M	171.47K	+21.95%
Mar 31, 2024	US BANCORP \DE\	0.89%	1.03M	53.64M	-179.93K	-14.89%
Mar 31, 2024	ELM PARTNERS MANAGEMENT LLC	0.99%	1.14M	59.59M	-28.46K	-2.43%
Dec 31, 2023	UBS GROUP AG	1.5%	1.74M	91M	838.92K	+92.75%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.62%	1.88M	97.68M	-480.79K	-20.38%
Dec 31, 2023	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	1.7%	1.97M	103.05M	1.97M	+100.00%
Dec 31, 2023	CENTRAL TRUST CO	1.99%	2.31M	120.67B	147.68K	+6.82%
Dec 31, 2023	JASPER RIDGE PARTNERS, L.P.	2.19%	2.53M	132.26M	2.53M	+100.00%
Dec 31, 2023	ALESCO ADVISORS LLC	2.19%	2.54M	132.62M	109.2K	+4.49%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.2%	2.55M	133.36M	101.07K	+4.12%
Dec 31, 2023	EVOKE WEALTH, LLC	2.76%	3.2M	166.82M	-931.78K	-22.57%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	2.96%	3.44M	179.34M	19.5K	+0.57%
Dec 31, 2023	FRANKLIN RESOURCES INC	3.72%	4.32M	225.34M	-962.72K	-18.23%
Dec 31, 2023	JPMORGAN CHASE & CO	4.33%	5.02M	262.05M	-2.29M	-31.29%
Dec 31, 2023	SEI INVESTMENTS CO	4.53%	5.25M	273.8M	22.67K	+0.43%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	4.55%	5.27M	275.07M	-6.26K	-0.12%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	5.03%	5.83M	304.19M	397.3K	+7.32%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	10.59%	12.28M	640.9M	-246.99K	-1.97%
Dec 31, 2023	CERITY PARTNERS LLC	11.55%	13.39M	164.43M	10.25M	+327.07%
Dec 31, 2023	QUADRATIC CAPITAL MANAGEMENT LLC	12.45%	14.43M	753.39M	153.67K	+1.08%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	15.12%	17.53M	914.85M	248.02K	+1.44%
Dec 31, 2023	MORGAN STANLEY	1.32%	1.53M	79.99M	-154.55K	-9.16%
Dec 31, 2023		0.42%	482.21K	25.17M	482.21K	+100.00%
Dec 31, 2023	CREATIVE PLANNING	0.42%	487.36K	25.44M	-58.5K	-10.72%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.43%	501.21K	26.16M	-41.63K	-7.67%
Dec 31, 2023	LPL FINANCIAL LLC	0.46%	535.9K	27.97M	4.44K	+0.84%
Dec 31, 2023	MATRIX TRUST CO	0.47%	541.88K	28.29M	-34.97K	-6.06%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	0.47%	542.73K	28.35M	248.91K	+84.71%
Dec 31, 2023	SRS CAPITAL ADVISORS, INC.	0.48%	552.62K	28.85M	-257	-0.05%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.48%	559.06K	29.18M	547.88K	+4,899.22%
Dec 31, 2023	KOREA INVESTMENT CORP	0.5%	580K	30.28M	0	0
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.51%	592.79K	30.94M	55.2K	+10.27%
Dec 31, 2023	BLUESKY WEALTH ADVISORS, LLC	0.52%	601.33K	31.39M	12.68K	+2.15%
Dec 31, 2023	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.52%	603.15K	31.48M	-3.09K	-0.51%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.57%	661.91K	34.55M	-76.79K	-10.40%
Dec 31, 2023	TEMASEK HOLDINGS (PRIVATE) LTD	0.61%	705K	36.8M	0	0
Dec 31, 2023	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.64%	739.03K	38.58M	1.96K	+0.27%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.66%	764.07K	39.88M	-20.87K	-2.66%
Dec 31, 2023	FUND EVALUATION GROUP, LLC	0.67%	772.17K	40.31M	0	0
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.67%	781.32K	40.78M	130.7K	+20.09%
Dec 31, 2023	LUTZ FINANCIAL SERVICES LLC	0.71%	825.02K	43.07M	65.48K	+8.62%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.78%	903.92K	47.18M	-273.89K	-23.25%
Dec 31, 2023	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.84%	968.49K	50.56M	-42.98K	-4.25%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.87%	1M	52.42M	3.88K	+0.39%
Dec 31, 2023	STATE STREET CORP	0.97%	1.12M	58.57M	271.72K	+31.96%
Dec 31, 2023	NINEPOINTTWO CAPITAL LLC	0.98%	1.14M	59.45M	-587.75K	-34.04%
Dec 31, 2023	ELM PARTNERS MANAGEMENT LLC	1.01%	1.17M	61.12M	254.04K	+27.71%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.04%	1.2M	62.69M	45.9K	+3.97%
Dec 31, 2023	US BANCORP \DE\	1.04%	1.21M	63.07M	-292.83K	-19.51%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	1.08%	1.25M	65.28M	959.86K	+330.17%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.15%	1.34M	69.82M	-309.26K	-18.78%
Dec 31, 2023	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	1.19%	1.38M	72.14M	-59.83K	-4.15%

Frequently Asked Questions