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

Who are the major shareholders selling Schwab Long-Term U.S. Treasury ETF stock?

MUTUAL ADVISORS, LLC, in the last quarter, reduced its stake in SCHQ by -4.71% restricting it's holding to 50.88 thousand shares of worth nearly $1.59M. GOLDMAN SACHS GROUP INC also lessened -25.48% of the SCHQ shares from its portfolio, reducing its holding to 88.48 thousand shares of worth $2.77M. MORGAN STANLEY also shunned SCHQ shares holding by -48.98% last quarter which brought its holding to 159.44 thousand shares worth $4.99M.

Investors who are buying SCHQ stock?

As per its latest 13F filing, FERMATA ADVISORS, LLC increased its stake in SCHQ by 87.26% in the last quarter. The institutional holder raised its holding to 98.43 thousand shares having worth more than $3.08M. CHARLES SCHWAB TRUST CO also added 5.36% more shares of SCHQ to its portfolio, raising its holding to 89.89 thousand shares of worth $2.81M. BANK OF AMERICA CORP /DE/ also increased its SCHQ shares holding by 7.17% which brought its holding to 83.07 thousand shares worth $2.60M.

SCHQ's major insiders: who are they?

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

Did an insider recently sell SCHQ stock?

Company executives, directors, and other insiders own N/A percent of Schwab Long-Term U.S. Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which SCHQ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SCHQ stock?

There have been 0 transaction(s) during the past 6-months in which Schwab Long-Term U.S. Treasury ETF insiders have bought stock, totalling 0 shares

How much of SCHQ does insiders own?

Around 0 Schwab Long-Term U.S. Treasury ETF shares are held by insiders, which represents about N/A of SCHQ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SCHQ?

FERMATA ADVISORS, LLC is the largest institutional owner in SCHQ which holds 98.43 thousand shares worth $3.08M or 0.39% of the total SCHQ shares outstanding followed by MUTUAL ADVISORS, LLC with ownership of 50.88 thousand shares representing 0.2% of the SCHQ ownership. CHARLES SCHWAB TRUST CO is the third largest stakeholder with 89.89 thousand shares or 0.35% of the ownership worth more than $2.81M.

Is Schwab Long-Term U.S. Treasury 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 SCHQ is concerned, it is a stock which is not optionable.

Is there a short position on SCHQ's shares?

Number of SCHQ 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 SCHQ shares are there?

As of today, null shares of SCHQ are outstanding.

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

SCHQ 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 SCHQ is null.

Schwab Long-Term US Treasury ETF (SCHQ) 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

OptionableNo

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. FERMATA ADVISORS, LLC is the top corporate investor, holding 98.43K shares valued at $3.08M. A 0.39% stake in Schwab Long-Term U.S. Treasury ETF is owned by the company. MUTUAL ADVISORS, LLC owns 50.88K shares valued at $1.59M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FERMATA ADVISORS, LLC	0.39%	98.43K	3.08M	45.87K	+87.26%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.2%	50.88K	1.59M	-2.52K	-4.71%
Jun 30, 2026	CHARLES SCHWAB TRUST CO	0.35%	89.89K	2.81M	4.58K	+5.36%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.35%	88.48K	2.77M	-30.25K	-25.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.33%	83.07K	2.6M	5.56K	+7.17%
Jun 30, 2026	CENTRIC WEALTH MANAGEMENT	0.65%	164.69K	5.08M	0	0
Jun 30, 2026	MORGAN STANLEY	0.63%	159.44K	4.99M	-153.09K	-48.98%
Jun 30, 2026	ROYAL BANK OF CANADA	0.57%	144.19K	4.51M	-6.13K	-4.07%
Jun 30, 2026	MFG WEALTH MANAGEMENT, INC.	0.31%	78.53K	2.46M	5.2K	+7.09%
Jun 30, 2026	ATTESSA CAPITAL LLC	0.52%	132.65K	4.15M	9.13K	+7.40%
Jun 30, 2026	AMBASSADOR ADVISORS, LLC	0.14%	35.71K	1.12M	-831	-2.27%
Jun 30, 2026	JPMORGAN CHASE & CO	0.43%	108.73K	3.44M	-311.05K	-74.10%
Jun 30, 2026	SMART MONEY GROUP LLC	0.15%	36.93K	1.16M	1.99K	+5.69%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.2%	51.1K	1.6M	3.34K	+7.00%
Jun 30, 2026	QUADRATURE CAPITAL LTD	0.2%	51.57K	1.61M	51.57K	+100.00%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.26%	320.14K	10.02M	34.43K	+12.05%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.58%	400.84K	12.55M	-575.59K	-58.95%
Jun 30, 2026	WERBA RUBIN PAPIER WEALTH MANAGEMENT	1.84%	465.47K	14.57M	-13.22K	-2.76%
Jun 30, 2026	L2 ASSET MANAGEMENT, LLC	0.65%	165.65K	5.18M	-159.28K	-49.02%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.66%	167.19K	5.23M	6.38K	+3.97%
Jun 30, 2026	BEACON BRIDGE WEALTH PARTNERS, LLC	0.67%	169.91K	5.32M	-6.94K	-3.93%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.82%	207.4K	6.49M	18.33K	+9.69%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.04%	263.8K	8.26M	-205.49K	-43.79%
Jun 30, 2026	PRINCIPIA WEALTH ADVISORY, LLC	0.33%	82.62K	2.59M	-49.33K	-37.38%
Jun 30, 2026	SIGMA PLANNING CORP	0.11%	27.27K	853.59K	27.27K	+100.00%
Jun 30, 2026	ANTONELLI FINANCIAL ADVISORS, LLC	0.11%	27.3K	855K	-5K	-15.48%
Jun 30, 2026	SEEK FIRST INC.	0.14%	34.83K	1.09M	-2.38K	-6.39%
Jun 30, 2026	BARDEN CAPITAL MANAGEMENT, INC.	0.17%	43.41K	1.36M	-751	-1.70%
Jun 30, 2026		0.1%	26.3K	823.25K	2.15K	+8.88%
Jun 30, 2026	GALVIN, GAUSTAD & STEIN, LLC	0.2%	50.73K	1.59M	2.68K	+5.58%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.05%	12.92K	404.27K	-44.74K	-77.60%
Jun 30, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.05%	13.4K	419.36K	-1.35K	-9.15%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.05%	13.84K	433.1K	13.84K	+100.00%
Jun 30, 2026	TOTAL INVESTMENT MANAGEMENT INC	0.06%	14.61K	437.51K	3	+0.02%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	0.06%	16.27K	509.08K	-32.87K	-66.89%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.06%	16.36K	493.16K	16.36K	+100.00%
Jun 30, 2026	SELLWOOD CONSULTING LLC	0.09%	23.51K	735.86K	2.09K	+9.74%
Jun 30, 2026	RITHOLTZ WEALTH MANAGEMENT	0.1%	25.99K	813.52K	15.21K	+141.17%
Jun 30, 2026	KEYSTONE GLOBAL PARTNERS, LLC	0.1%	26.01K	814K	14.9K	+134.16%
Jun 30, 2026	GRANVILLE CAPITAL, INC.	0.1%	26.3K	823.25K	2.15K	+8.88%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.15%	37.1K	1.16M	-53.42K	-59.01%
Jun 30, 2026	COMPASS FINANCIAL MANAGEMENT LLC	0.2%	50.31K	1.57M	50.31K	+100.00%
Jun 30, 2026	PROFESSIONAL FINANCIAL MANAGEMENT, INC.	0.44%	111.21K	3.48M	9.12K	+8.93%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.29%	74.47K	2.33M	-175.04K	-70.15%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	71.27K	2.23M	23.58K	+49.46%
Jun 30, 2026	BANK OF NOVA SCOTIA	0.27%	68.2K	2.13M	0	0
Jun 30, 2026	COLLECTIVE FAMILY OFFICE LLC	0.22%	56.31K	1.76M	-23.01K	-29.01%
Jun 30, 2026	IFP ADVISORS, INC	0.22%	55.17K	1.73M	24.08K	+77.47%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.21%	53.14K	1.66M	-605	-1.13%
Jun 30, 2026	ALLGEN FINANCIAL ADVISORS, INC.	0.87%	221.74K	6.94M	221.74K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.93%	236.73K	7.41M	-135.92K	-36.47%
Jun 30, 2026	CAROLINA WEALTH ADVISORS, LLC	2.29%	579.54K	18.14M	15.28K	+2.71%
Jun 30, 2026	LPL FINANCIAL LLC	2.37%	601.66K	18.83M	-758.52K	-55.77%
Jun 30, 2026	SFMG, LLC	2.45%	621.81K	19.46M	81K	+14.98%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	2.93%	742.96K	23.25M	-234.66K	-24.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	5.47%	1.39M	43.37M	-2.6M	-65.26%
Jun 30, 2026	TOROSO INVESTMENTS, LLC	5.5%	1.39M	43.45M	718.57K	+106.27%
Jun 30, 2026	WT WEALTH MANAGEMENT	0.41%	103.76K	3.25M	12.71K	+13.95%
Jun 30, 2026	FRISCH FINANCIAL GROUP, INC.	0.12%	29.61K	926.7K	-2.21K	-6.95%
Jun 30, 2026	WBH ADVISORY INC	0.14%	35.64K	1.12M	-59.65K	-62.60%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.39%	99.76K	3.12M	54.83K	+122.04%
Mar 31, 2026		0.41%	102.09K	3.21M	6.06K	+6.31%
Mar 31, 2026	ANTONELLI FINANCIAL ADVISORS, LLC	0.11%	32.3K	1.02M	2.35K	+7.83%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.19%	47.75K	1.5M	3.91K	+8.92%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.2%	49.84K	1.57M	49.84K	+100.00%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.21%	53.4K	1.68M	-6.28K	-10.52%
Mar 31, 2026	BANK OF NOVA SCOTIA	0.27%	68.2K	2.14M	0	0
Mar 31, 2026	GTS SECURITIES LLC	0.28%	69.65K	2.19M	-82.99K	-54.37%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	47.68K	1.5M	47.68K	+100.00%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.36%	90.52K	2.85M	-36.51K	-28.74%
Mar 31, 2026	AMBASSADOR ADVISORS, LLC	0.15%	36.55K	1.15M	7.75K	+26.91%
Mar 31, 2026	SEEK FIRST INC.	0.15%	37.21K	1.17M	2.67K	+7.72%
Mar 31, 2026	CWM, LLC	0.16%	38.85K	1.22M	-1.36K	-3.38%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.05%	14.75K	463.5K	-3.13K	-17.50%
Mar 31, 2026	SILVERLAKE WEALTH MANAGEMENT LLC	0.05%	14.89K	468.13K	-5.74K	-27.81%
Mar 31, 2026	EXENCIAL WEALTH ADVISORS, LLC	0.06%	16.25K	510.83K	51	+0.31%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.07%	20.71K	651.01K	-590	-2.77%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.08%	21.4K	672.6K	-8.83K	-29.20%
Mar 31, 2026	SELLWOOD CONSULTING LLC	0.08%	21.42K	673.33K	3.55K	+19.85%
Mar 31, 2026	JANE STREET GROUP, LLC	0.08%	22.64K	711.7K	-17.17K	-43.12%
Mar 31, 2026	INVST, LLC	0.11%	30.06K	944.87K	-22.37K	-42.66%
Mar 31, 2026	IFP ADVISORS, INC	0.11%	31.09K	977.1K	10.03K	+47.60%
Mar 31, 2026	FRISCH FINANCIAL GROUP, INC.	0.11%	31.82K	1M	31.82K	+100.00%
Mar 31, 2026	WT WEALTH MANAGEMENT	0.37%	91.05K	2.86M	-4.15K	-4.35%
Mar 31, 2026	WBH ADVISORY INC	0.38%	95.29K	2.98M	-33.22K	-25.85%
Mar 31, 2026	ATTESSA CAPITAL LLC	0.5%	123.52K	3.88M	-815	-0.66%
Mar 31, 2026	CENTRIC WEALTH MANAGEMENT	0.66%	164.69K	5.08M	9.69K	+6.25%
Mar 31, 2026	BEACON BRIDGE WEALTH PARTNERS, LLC	0.71%	176.86K	5.56M	1.99K	+1.14%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	1%	249.51K	7.84M	-139.1K	-35.80%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.15%	285.71K	8.98M	144.64K	+102.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.5%	372.64K	11.71M	-124.4K	-25.03%
Mar 31, 2026	JPMORGAN CHASE & CO	1.69%	419.78K	13.2M	-182.15K	-30.26%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.89%	469.29K	14.75M	131.4K	+38.89%
Mar 31, 2026	WERBA RUBIN PAPIER WEALTH MANAGEMENT	1.93%	478.69K	15.05M	-4.06K	-0.84%
Mar 31, 2026	SFMG, LLC	2.18%	540.81K	17M	63.7K	+13.35%
Mar 31, 2026	CAROLINA WEALTH ADVISORS, LLC	2.27%	564.27K	17.73M	-15.42K	-2.66%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	3.93%	976.42K	30.69M	-669.47K	-40.68%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	3.43%	977.63K	30.73M	-305.62K	-23.82%
Mar 31, 2026	LPL FINANCIAL LLC	5.47%	1.36M	42.75M	-544.24K	-28.58%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	16.05%	3.99M	125.36M	-2.06M	-34.08%
Mar 31, 2026	BARDEN CAPITAL MANAGEMENT, INC.	0.18%	44.17K	1.39M	312	+0.71%
Mar 31, 2026	GALVIN, GAUSTAD & STEIN, LLC	0.19%	48.05K	1.51M	-28.79K	-37.47%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.2%	49.13K	1.54M	-16.56K	-25.21%
Mar 31, 2026	FERMATA ADVISORS, LLC	0.21%	52.57K	1.65M	262	+0.50%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.22%	53.75K	1.69M	7.78K	+16.92%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.22%	55.22K	1.74M	-6.99K	-11.24%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.23%	57.66K	1.81M	-14.16K	-19.72%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.25%	62.3K	1.96M	-21.48K	-25.63%
Mar 31, 2026	MFG WEALTH MANAGEMENT, INC.	0.3%	73.33K	2.3M	3.27K	+4.67%
Mar 31, 2026	CHARLES SCHWAB TRUST CO	0.34%	85.32K	2.68M	16.48K	+23.95%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.31%	77.51K	2.44M	-4.39K	-5.36%
Mar 31, 2026	COLLECTIVE FAMILY OFFICE LLC	0.32%	79.32K	2.49M	-4.98K	-5.91%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.48%	118.73K	3.73M	-160.51K	-57.48%
Mar 31, 2026	ROYAL BANK OF CANADA	0.6%	150.32K	4.72M	-2.77K	-1.81%
Mar 31, 2026	SMART MONEY GROUP LLC	0.14%	34.94K	1.1M	11.13K	+46.76%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.14%	35.7K	1.12M	-21.87K	-37.99%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.18%	44.93K	1.41M	27.98K	+165.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.56%	160.81K	5.05M	1.73K	+1.09%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.76%	189.08K	5.94M	101.12K	+114.97%
Mar 31, 2026	MORGAN STANLEY	1.26%	312.53K	9.82M	-161.46K	-34.06%
Mar 31, 2026	L2 ASSET MANAGEMENT, LLC	1.31%	324.93K	10.21M	162.51K	+100.05%
Mar 31, 2026	TOROSO INVESTMENTS, LLC	2.72%	676.16K	21.18M	358.86K	+113.10%
Dec 31, 2025	WBH ADVISORY INC	0.52%	128.5K	4.07M	41.25K	+47.27%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.51%	127.03K	4.03M	69.7K	+121.57%
Dec 31, 2025	ATTESSA CAPITAL LLC	0.5%	124.33K	3.94M	8.91K	+7.71%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.5%	141.07K	4.47M	94.32K	+201.76%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.34%	83.78K	2.66M	25.71K	+44.27%
Dec 31, 2025	PRINCIPIA WEALTH ADVISORY, LLC	0.31%	88.66K	2.81M	38.15K	+75.51%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.09%	21.3K	675.31K	6.34K	+42.41%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	159.08K	5.04M	3.04K	+1.95%
Dec 31, 2025	BANK OF NOVA SCOTIA	0.25%	68.2K	2.16M	0	0
Dec 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.49%	120.86K	3.83M	-11.81K	-8.90%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.75%	207.78K	6.59M	207.78K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.55%	153.08K	4.85M	-4.1K	-2.61%
Dec 31, 2025	MFG WEALTH MANAGEMENT, INC.	0.28%	70.06K	2.22M	-454	-0.64%
Dec 31, 2025	GALVIN, GAUSTAD & STEIN, LLC	0.31%	76.83K	2.44M	928	+1.22%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.31%	87.96K	2.79M	5.82K	+7.09%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.29%	71.82K	2.28M	34.36K	+91.73%
Dec 31, 2025	GTS SECURITIES LLC	0.55%	152.64K	4.84M	152.64K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.29%	81.9K	2.6M	-14.44K	-14.99%
Dec 31, 2025	IFP ADVISORS, INC	0.07%	21.06K	667.67K	-278	-1.30%
Dec 31, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	1.95%	482.75K	15.3M	-24.61K	-4.85%
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.07%	17.88K	566.64K	0	0
Dec 31, 2025	CAROLINA WEALTH ADVISORS, LLC	2.34%	579.69K	18.38M	-6.09K	-1.04%
Dec 31, 2025	JPMORGAN CHASE & CO	2.43%	601.93K	19.08M	226.74K	+60.43%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	5.19%	1.28M	40.68M	-96.85K	-7.02%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	5.82%	1.65M	52.17M	816.2K	+98.37%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.24%	65.69K	2.08M	36.31K	+123.59%
Dec 31, 2025	LPL FINANCIAL LLC	6.7%	1.9M	60.37M	990.1K	+108.29%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	21.77%	6.05M	191.82M	3.04M	+100.66%
Dec 31, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.08%	20.63K	654K	9.85K	+91.35%
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.08%	20.71K	656.41K	7.75K	+59.76%
Dec 31, 2025	SMART MONEY GROUP LLC	0.1%	23.81K	754.66K	5.46K	+29.74%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	25.48K	807.58K	9.19K	+56.39%
Dec 31, 2025	JANE STREET GROUP, LLC	0.14%	39.81K	1.26M	39.81K	+100.00%
Dec 31, 2025	CWM, LLC	0.14%	40.21K	1.28M	25.4K	+171.52%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.15%	43.84K	1.39M	5.07K	+13.08%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	45.97K	1.46M	-325.38K	-87.62%
Dec 31, 2025	L2 ASSET MANAGEMENT, LLC	0.58%	162.42K	5.15M	5.26K	+3.35%
Dec 31, 2025	BARDEN CAPITAL MANAGEMENT, INC.	0.18%	43.85K	1.39M	2.95K	+7.20%
Dec 31, 2025	INVST, LLC	0.18%	52.43K	1.66M	25.56K	+95.11%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	51.42K	1.63M	17.73K	+52.64%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.22%	62.21K	1.97M	2.97K	+5.01%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.23%	57.58K	1.83M	57.58K	+100.00%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.24%	59.67K	1.89M	-1.44K	-2.36%
Dec 31, 2025	CHARLES SCHWAB TRUST CO	0.28%	68.83K	2.18M	990	+1.46%
Dec 31, 2025	ANTONELLI FINANCIAL ADVISORS, LLC	0.12%	29.96K	950K	-471	-1.55%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.13%	35.38K	1.12M	35.38K	+100.00%
Dec 31, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.14%	33.48K	1.06M	-17.41K	-34.22%
Dec 31, 2025	SEEK FIRST INC.	0.14%	34.54K	1.09M	841	+2.50%
Dec 31, 2025	VAN STRUM & TOWNE INC.	0.14%	34.68K	1.1M	-2.68K	-7.16%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.21%	52.3K	1.66M	13.61K	+35.18%
Dec 31, 2025	WT WEALTH MANAGEMENT	0.38%	95.2K	3.02M	1.71K	+1.82%
Dec 31, 2025	CENTRIC WEALTH MANAGEMENT	0.56%	155K	4.87M	5.99K	+4.02%
Dec 31, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.71%	174.87K	5.54M	-30.78K	-14.97%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.82%	203.3K	6.45M	203.3K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1%	279.23K	8.85M	-239.06K	-46.12%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	1.14%	317.29K	10.06M	-126.24K	-28.46%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.22%	337.89K	10.71M	306.27K	+968.60%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	1.57%	388.61K	12.32M	203.91K	+110.40%
Dec 31, 2025	MORGAN STANLEY	1.71%	473.99K	15.03M	-139.51K	-22.74%
Dec 31, 2025	SFMG, LLC	1.93%	477.11K	15.12M	58.98K	+14.11%
Dec 31, 2025		0.35%	96.03K	3.04M	96.03K	+100.00%
Dec 31, 2025	COLLECTIVE FAMILY OFFICE LLC	0.34%	84.3K	2.67M	7.5K	+9.76%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.79%	497.04K	15.76M	213.94K	+75.57%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	5.54%	1.38M	44.59M	-9.28K	-0.67%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	12.12%	3.02M	97.44M	-129.93K	-4.13%
Sep 30, 2025	LPL FINANCIAL LLC	3.67%	914.32K	29.54M	-37.29K	-3.92%
Sep 30, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.83%	205.65K	6.64M	1.53K	+0.75%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.74%	183.2K	5.92M	85.4K	+87.32%
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	0.6%	149K	4.86M	5.4K	+3.76%
Sep 30, 2025	CHARLES SCHWAB TRUST CO	0.27%	67.84K	2.19M	6.84K	+11.21%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.24%	59.25K	1.91M	5.43K	+10.09%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	45.2K	1.46M	8.89K	+24.48%
Sep 30, 2025	SEEK FIRST INC.	0.14%	33.7K	1.09M	166	+0.49%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.12%	29.38K	949.24K	29.38K	+100.00%
Sep 30, 2025	BANK OF NOVA SCOTIA	0.27%	68.2K	2.2M	68.2K	+100.00%
Sep 30, 2025	PRINCIPIA WEALTH ADVISORY, LLC	0.2%	50.52K	1.63M	46.38K	+1,122.28%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.38%	93.49K	3.02M	2.2K	+2.41%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	31.62K	1.02M	31.62K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	1.51%	375.19K	12.12M	912	+0.24%
Sep 30, 2025	L2 ASSET MANAGEMENT, LLC	0.63%	157.16K	5.08M	-524	-0.33%
Sep 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.31%	76.8K	2.48M	672	+0.88%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.74%	184.71K	5.97M	-13.82K	-6.96%
Sep 30, 2025	ROYAL BANK OF CANADA	0.63%	157.18K	5.08M	6.44K	+4.27%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	33.69K	1.09M	-3.96K	-10.52%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	1.78%	443.53K	14.28M	-242.45K	-35.34%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.23%	57.33K	1.85M	-638	-1.10%
Sep 30, 2025	TRUST POINT INC.	0.09%	22.04K	712.02K	-9.71K	-30.58%
Sep 30, 2025	SMART MONEY GROUP LLC	0.07%	18.35K	592.87K	18.35K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.08%	518.29K	16.75M	358.47K	+224.30%
Sep 30, 2025	CAROLINA WEALTH ADVISORS, LLC	2.35%	585.78K	18.93M	556.29K	+1,885.90%
Sep 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.53%	132.67K	4.3M	13.97K	+11.77%
Sep 30, 2025	ATTESSA CAPITAL LLC	0.46%	115.43K	3.73M	10.61K	+10.12%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	3.33%	829.69K	26.81M	13.49K	+1.65%
Sep 30, 2025	MORGAN STANLEY	2.46%	613.5K	19.82M	267.48K	+77.30%
Sep 30, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	2.04%	507.36K	16.39M	-70.98K	-12.27%
Sep 30, 2025	SFMG, LLC	1.68%	418.13K	13.51M	85.04K	+25.53%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.49%	371.35K	12M	16.74K	+4.72%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.14%	283.1K	9.15M	31.21K	+12.39%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.63%	156.04K	5.03M	-131.2K	-45.68%
Sep 30, 2025	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.56%	140.3K	4.53M	140.3K	+100.00%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.23%	58.07K	1.88M	12.29K	+26.85%
Sep 30, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.2%	50.89K	1.64M	-19.46K	-27.67%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.19%	46.75K	1.51M	-102.7K	-68.72%
Sep 30, 2025	BARDEN CAPITAL MANAGEMENT, INC.	0.16%	40.91K	1.32M	-1.37K	-3.24%
Sep 30, 2025	FERMATA ADVISORS, LLC	0.16%	38.69K	1.25M	1.06K	+2.82%
Sep 30, 2025	VAN STRUM & TOWNE INC.	0.15%	37.36K	1.21M	2.35K	+6.71%
Sep 30, 2025	AMBASSADOR ADVISORS, LLC	0.14%	33.64K	1.09M	-391.81K	-92.09%
Sep 30, 2025	ANTONELLI FINANCIAL ADVISORS, LLC	0.12%	30.43K	983.07K	-8.24K	-21.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.39%	96.34K	3.11M	-2.9K	-2.92%
Sep 30, 2025	WBH ADVISORY INC	0.35%	87.26K	2.82M	1.66K	+1.94%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.33%	82.14K	2.65M	82.14K	+100.00%
Sep 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0.3%	75.9K	2.45M	3.39K	+4.67%
Sep 30, 2025	MFG WEALTH MANAGEMENT, INC.	0.28%	70.51K	2.28M	70.51K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.25%	62.64K	2.02M	47.54K	+314.81%
Sep 30, 2025	NORTHWEST CAPITAL MANAGEMENT INC	0.07%	17.98K	580.9K	1.16K	+6.92%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.07%	17.88K	577.54K	924	+5.45%
Sep 30, 2025	SELLWOOD CONSULTING LLC	0.07%	17.88K	577.54K	2.96K	+19.85%
Sep 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0.07%	17.44K	563.45K	2	+0.01%
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.07%	16.91K	442.59K	16.91K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	16.29K	526K	1.37K	+9.16%
Sep 30, 2025	MERIDIAN MANAGEMENT CO	0.07%	16.27K	525.55K	121	+0.75%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.06%	15.72K	507.85K	-722	-4.39%
Sep 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.06%	14.93K	482.3K	1.62K	+12.17%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.06%	14.96K	483.33K	-2.53K	-14.46%
Sep 30, 2025	CWM, LLC	0.06%	14.81K	478K	1.16K	+8.52%
Sep 30, 2025		0.05%	13.48K	435.54K	-118	-0.87%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.05%	12.96K	418.78K	-1.19K	-8.44%
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.04%	10.78K	348.36K	-301	-2.72%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	10.64K	344K	-2.57K	-19.48%
Sep 30, 2025	MBE WEALTH MANAGEMENT, LLC	0.04%	9.66K	312.21K	-137	-1.40%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.15%	37.46K	1.21M	4.63K	+14.10%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.25%	61.12K	2.01M	2.77K	+4.75%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.16%	38.77K	1.25M	2.5K	+6.89%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.11%	28.39K	917.18K	-26.93K	-48.68%
Jun 30, 2025	L2 ASSET MANAGEMENT, LLC	0.6%	157.69K	5.03M	11.35K	+7.75%
Jun 30, 2025	KEYSTONE GLOBAL PARTNERS, LLC	0.27%	70.35K	2.24M	21.37K	+43.61%
Jun 30, 2025	ANTONELLI FINANCIAL ADVISORS, LLC	0.15%	38.66K	1.23M	2.24K	+6.14%
Jun 30, 2025	SEEK FIRST INC.	0.13%	33.53K	1.07M	760	+2.32%
Jun 30, 2025	WT WEALTH MANAGEMENT	0.35%	91.29K	2.91M	3.9K	+4.46%
Jun 30, 2025	INVST, LLC	0.12%	30.92K	986.13K	-7.72K	-19.97%
Jun 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.29%	76.13K	2.43M	11.33K	+17.48%
Jun 30, 2025	WBH ADVISORY INC	0.33%	85.59K	2.73M	-27.84K	-24.55%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.37%	97.8K	3.12M	97.8K	+100.00%
Jun 30, 2025	BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	0.45%	119.55K	3.81M	-28.45K	-19.22%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.2%	53.81K	1.72M	53.81K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.57%	150.74K	4.81M	-5.89K	-3.76%
Jun 30, 2025	ATTESSA CAPITAL LLC	0.4%	104.82K	3.35M	19.89K	+23.42%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.75%	198.53K	6.33M	198.53K	+100.00%
Jun 30, 2025	MORGAN STANLEY	1.31%	346.02K	11.03B	26.81K	+8.40%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	5.28%	1.39M	44.31M	84.41K	+6.47%
Jun 30, 2025	HAYEK KALLEN INVESTMENT MANAGEMENT	0.04%	10.25K	327K	0	0
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.05%	13.31K	424.35K	-225	-1.66%
Jun 30, 2025	SELLWOOD CONSULTING LLC	0.06%	14.91K	475.61K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	14.92K	476K	14.92K	+100.00%
Jun 30, 2025	MERIDIAN MANAGEMENT CO	0.06%	16.15K	507.93K	16.15K	+100.00%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.06%	16.93K	539.99K	-5.15K	-23.32%
Jun 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.06%	16.95K	540.57K	-2.09K	-10.98%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.07%	17.3K	551.66K	7.17K	+70.79%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.12%	30.92K	986.13K	1.27K	+4.30%
Jun 30, 2025	SFMG, LLC	1.27%	333.09K	10.62M	38.81K	+13.19%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.96%	251.89K	8.03M	-77.84K	-23.61%
Jun 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.14%	36.43K	1.16M	3.46K	+10.50%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.14%	36.27K	1.16M	2.92K	+8.74%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	36.31K	1.16M	-1.84K	-4.83%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	3.1%	816.21K	26.03M	-148.61K	-15.40%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	2.61%	685.98K	21.78M	-77.73K	-10.18%
Jun 30, 2025	AMBASSADOR ADVISORS, LLC	1.62%	425.45K	13.57M	15.47K	+3.77%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.57%	149.45K	4.77M	132.52K	+783.01%
Jun 30, 2025	CENTRIC WEALTH MANAGEMENT	0.55%	143.6K	4.54M	11.45K	+8.66%
Jun 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.45%	118.7K	3.79M	-8.11K	-6.40%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.38%	99.24K	3.16M	7.98K	+8.75%
Jun 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0.28%	72.51K	2.31M	-9.81K	-11.91%
Jun 30, 2025	JANE STREET GROUP, LLC	0.27%	69.91K	2.23M	69.91K	+100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.24%	63.02K	2.01M	63.02K	+100.00%
Jun 30, 2025	CHARLES SCHWAB TRUST CO	0.23%	61.01K	1.95M	-9.5K	-13.47%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.22%	58.34K	1.83M	965	+1.68%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.22%	57.97K	1.85M	-81.9K	-58.55%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.21%	55.32K	1.76M	-18.34K	-24.90%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.17%	45.78K	1.46M	-6.14K	-11.82%
Jun 30, 2025	BARDEN CAPITAL MANAGEMENT, INC.	0.16%	42.28K	1.35M	-1.21K	-2.78%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	37.65K	1.18M	-200.24K	-84.17%
Jun 30, 2025	FERMATA ADVISORS, LLC	0.14%	37.63K	1.2M	527	+1.42%
Jun 30, 2025	VAN STRUM & TOWNE INC.	0.13%	35.01K	1.12M	-5.55K	-13.68%
Jun 30, 2025		0.13%	33.53K	1.07M	760	+2.32%
Jun 30, 2025	TRUST POINT INC.	0.12%	31.74K	1.01M	497	+1.59%
Jun 30, 2025	CAROLINA WEALTH ADVISORS, LLC	0.11%	29.5K	940.66K	29.5K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	27.45K	875.29K	27.45K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.09%	24.3K	774K	24.3K	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0.08%	22.21K	708.2K	582	+2.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	354.61K	11.31M	-451	-0.13%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.05%	14.16K	451.41K	-1.28K	-8.32%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.06%	16.44K	524.27K	-8.06K	-32.89%
Jun 30, 2025	NORTHWEST CAPITAL MANAGEMENT INC	0.06%	16.82K	536.26K	-12.81K	-43.24%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.07%	17.49K	557.69K	845	+5.08%
Jun 30, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.78%	204.12K	6.51M	31.56K	+18.29%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	11.95%	3.15M	100.31M	-656.65K	-17.27%
Jun 30, 2025	LPL FINANCIAL LLC	3.61%	951.61K	30.35M	-56.03K	-5.56%
Jun 30, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	2.2%	578.34K	18.44M	-54.47K	-8.61%
Jun 30, 2025	JPMORGAN CHASE & CO	1.42%	374.27K	11.94M	-111.96K	-23.03%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.09%	287.24K	9.16M	19.94K	+7.46%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.61%	159.82K	5.1B	64.67K	+67.96%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.58%	182.59K	5.74M	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.76%	237.89K	7.79M	64.72K	+37.37%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.85%	267.3K	8.76M	-41.3K	-13.38%
Mar 31, 2025	BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	0.47%	148K	4.85M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	38.16K	1.25M	11.21K	+41.62%
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.11%	32.97K	1.08M	6.16K	+22.99%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	33.36K	1.09M	2.55K	+8.28%
Mar 31, 2025	INVST, LLC	0.12%	38.64K	1.27M	29.71K	+332.70%
Mar 31, 2025	VAN STRUM & TOWNE INC.	0.13%	40.56K	1.33M	4.25K	+11.71%
Mar 31, 2025	L2 ASSET MANAGEMENT, LLC	0.47%	146.34K	4.79M	4.54K	+3.20%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	2.44%	763.71K	25.02M	763.71K	+100.00%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.45%	139.87K	4.58M	40.72K	+41.07%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	0.3%	94.86K	3.11M	94.86K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.3%	94.48K	3.1M	74.56K	+374.24%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.29%	91.25K	2.99M	12.16K	+15.37%
Mar 31, 2025	WT WEALTH MANAGEMENT	0.28%	87.39K	2.86M	-15.81K	-15.32%
Mar 31, 2025	GALVIN, GAUSTAD & STEIN, LLC	0.26%	82.32K	2.7M	-39.12K	-32.21%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.24%	73.66K	2.41M	-1.44K	-1.92%
Mar 31, 2025	CHARLES SCHWAB TRUST CO	0.23%	70.51K	2.31M	3.36K	+5.00%
Mar 31, 2025	LPL FINANCIAL LLC	3.22%	1.01M	33.01M	757.65K	+303.07%
Mar 31, 2025	CITADEL ADVISORS LLC	0.09%	29.64K	970.91K	-14.32K	-32.57%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.09%	29.65K	963.89K	-5.87K	-16.53%
Mar 31, 2025	TRUST POINT INC.	0.1%	31.25K	1.02M	-1.22K	-3.76%
Mar 31, 2025		0.1%	32.77K	1.07M	32.77K	+100.00%
Mar 31, 2025	BARDEN CAPITAL MANAGEMENT, INC.	0.14%	43.49K	1.42M	1.26K	+2.98%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.15%	47.27K	1.55M	37.98K	+408.93%
Mar 31, 2025	SFMG, LLC	0.94%	294.28K	9.64M	19.71K	+7.18%
Mar 31, 2025	MORGAN STANLEY	1.02%	319.21K	10.46M	109K	+51.85%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.05%	329.73K	10.8M	287.85K	+687.34%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.13%	355.06K	11.63M	-753	-0.21%
Mar 31, 2025	AMBASSADOR ADVISORS, LLC	1.31%	409.98K	13.43M	-3.82K	-0.92%
Mar 31, 2025	ROYAL BANK OF CANADA	0.5%	156.63K	5.13M	-38.34K	-19.67%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	12.13%	3.8M	124.56M	2.97M	+357.44%
Mar 31, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	2.02%	632.81K	20.73M	327.94K	+107.57%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.3%	95.15K	3.12M	-134.66K	-58.60%
Mar 31, 2025	WBH ADVISORY INC	0.36%	113.44K	3.72M	73.22K	+182.06%
Mar 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.4%	126.81K	4.15M	3.37K	+2.73%
Mar 31, 2025	CENTRIC WEALTH MANAGEMENT	0.42%	132.15K	4.33M	5.18K	+4.08%
Mar 31, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.55%	172.56K	5.65M	323	+0.19%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.17%	51.92K	1.7M	51.92K	+100.00%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.18%	57.38K	1.84M	5.88K	+11.41%
Mar 31, 2025	COLLECTIVE FAMILY OFFICE LLC	0.21%	64.8K	2.12M	-11.34K	-14.90%
Mar 31, 2025	JPMORGAN CHASE & CO	1.55%	486.24K	15.93M	352.86K	+264.56%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	3.08%	964.81K	31.61M	748.69K	+346.41%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	4.16%	1.3M	42.42M	80.45K	+6.57%
Mar 31, 2025	TOTAL INVESTMENT MANAGEMENT INC	9.92%	3.11M	101.81M	275.92K	+9.74%
Mar 31, 2025	FERMATA ADVISORS, LLC	0.12%	37.1K	1.22M	-5.14K	-12.17%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.55%	311.76K	10.52M	-4.45K	-1.41%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	83.49K	2.82M	52.47K	+169.20%
Mar 31, 2024	AMBASSADOR ADVISORS, LLC	2.2%	417.02K	14.07M	3.6K	+0.87%
Mar 31, 2024	STOKES FAMILY OFFICE, LLC	0.83%	156.32K	5.27M	-18.98K	-10.83%
Mar 31, 2024	CWM, LLC	2.42%	457.64K	15.44M	-43.23K	-8.63%
Mar 31, 2024	NORTHWEST CAPITAL MANAGEMENT INC	2.64%	499.23K	16.84M	-7.31K	-1.44%
Mar 31, 2024	SFMG, LLC	3.39%	641.61K	21.64M	-13.42K	-2.05%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	8.26%	1.66M	55.9M	34.53K	+2.13%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.06%	11.64K	392.67K	-373	-3.10%
Mar 31, 2024	TSA WEALTH MANAGMENT LLC	0.06%	11.73K	395.52K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.06%	11.74K	396.05K	1.4K	+13.56%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	17.13K	577.76K	17.13K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.09%	18.18K	613.23K	-353	-1.90%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.09%	18.33K	618.16K	-4.8K	-20.75%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.1%	18.91K	607.61K	-8.38K	-30.71%
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.1%	19.05K	605.52K	19.05K	+100.00%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.42%	79.74K	2.69M	-20.74K	-20.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	11.72%	2.35M	79.33M	-282.19K	-10.71%
Mar 31, 2024	TRUST POINT INC.	0.17%	31.94K	1.08M	-167.6K	-83.99%
Mar 31, 2024	CITADEL ADVISORS LLC	0.17%	35.03K	1.18M	2.95K	+9.20%
Mar 31, 2024	TOTAL INVESTMENT MANAGEMENT INC	13.36%	2.53M	85.37M	20.12K	+0.80%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.1%	18.66K	629.36K	18.66K	+100.00%
Mar 31, 2024	CLARO ADVISORS LLC	0.11%	21.75K	733.5K	-24.53K	-53.00%
Mar 31, 2024	VAN STRUM & TOWNE INC.	0.14%	27.12K	914.66K	-1.2K	-4.24%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	29.05K	980K	5.34K	+22.54%
Mar 31, 2024	BARDEN CAPITAL MANAGEMENT, INC.	0.18%	33.31K	1.12M	-4.55K	-12.03%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	35.81K	1.21M	35.81K	+100.00%
Mar 31, 2024	GREENUP STREET WEALTH MANAGEMENT LLC	0.18%	33.95K	1.15M	8.81K	+35.04%
Mar 31, 2024	ACORN WEALTH ADVISORS, LLC	0.18%	34.2K	1.15M	4.59K	+15.51%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	39.02K	1.32M	22.68K	+138.81%
Mar 31, 2024	FAMILY ASSET MANAGEMENT, LLC	0.2%	36.93K	1.25M	-6.93K	-15.80%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.21%	42K	1.42M	-188.47K	-81.78%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.22%	40.84K	1.38M	-31.1K	-43.23%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.22%	41.98K	1.42M	10.55K	+33.57%
Mar 31, 2024	MORGAN STANLEY	0.25%	49.46K	1.67M	25.6K	+107.28%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.27%	51.99K	1.75M	29.84K	+134.75%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.28%	52.4K	1.77M	-3.18K	-5.72%
Mar 31, 2024	CHARLES SCHWAB TRUST CO	0.33%	62.72K	2.12M	20.19K	+47.46%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.41%	82.48K	2.78M	23.96K	+40.95%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.43%	82.21K	2.77M	-1.16K	-1.40%
Mar 31, 2024	WBH ADVISORY INC	0.44%	83.71K	2.82M	-16.13K	-16.15%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.49%	93K	3.14M	-8.87K	-8.71%
Mar 31, 2024	ROYAL BANK OF CANADA	0.5%	100.1K	3.38M	-60.98K	-37.86%
Mar 31, 2024	COLLECTIVE FAMILY OFFICE LLC	0.54%	102.03K	3.44M	63.3K	+163.47%
Mar 31, 2024	KAIZEN FINANCIAL STRATEGIES	0.55%	104.86K	3.54M	10.92K	+11.62%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.56%	113.16K	3.82M	-9.98K	-8.11%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.76%	143.42K	4.84M	70.18K	+95.83%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.46%	292.52K	9.87M	19.6K	+7.18%
Mar 31, 2024	JPMORGAN CHASE & CO	1.59%	318.19K	10.73M	-21.04K	-6.20%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	2.16%	409.66K	13.82M	30.28K	+7.98%
Mar 31, 2024	ONEASCENT WEALTH MANAGEMENT LLC	0.14%	25.9K	874K	-5.53K	-17.59%
Mar 31, 2024	GALVIN, GAUSTAD & STEIN, LLC	0.6%	112.94K	3.81M	29.45K	+35.27%
Mar 31, 2024	BEACON BRIDGE WEALTH PARTNERS, LLC	0.62%	118.27K	3.99M	12.63K	+11.95%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	1%	189.47K	6.39M	21K	+12.46%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.12%	211.29K	7.13M	211.29K	+100.00%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.24%	234.83K	7.92M	27.95K	+13.51%
Dec 31, 2023	ONEASCENT WEALTH MANAGEMENT LLC	0.17%	31.43K	1.1M	31.43K	+100.00%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.17%	31.43K	1.1M	11.3K	+56.15%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	32.08K	1.13M	32.08K	+100.00%
Dec 31, 2023	BARDEN CAPITAL MANAGEMENT, INC.	0.2%	37.86K	1.2M	0	0
Dec 31, 2023	COLLECTIVE FAMILY OFFICE LLC	0.21%	38.73K	1.36M	38.73K	+100.00%
Dec 31, 2023	CHARLES SCHWAB TRUST CO	0.23%	42.53K	1.49M	5.67K	+15.39%
Dec 31, 2023	TOTAL INVESTMENT MANAGEMENT INC	13.48%	2.51M	88.08M	81.66K	+3.36%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.71%	1.62M	56.93M	1.01M	+164.57%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.12%	22.15K	776.88K	22.15K	+100.00%
Dec 31, 2023	BELPOINTE ASSET MANAGEMENT LLC	0.12%	21.81K	764.99K	-1.31K	-5.65%
Dec 31, 2023	FAMILY ASSET MANAGEMENT, LLC	0.24%	43.86K	1.54M	11.11K	+33.90%
Dec 31, 2023	CLARO ADVISORS LLC	0.25%	46.27K	1.62M	27.33K	+144.31%
Dec 31, 2023	SMART MONEY GROUP LLC	0.27%	50.31K	1.76M	50.31K	+100.00%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.3%	55.58K	1.95M	37.24K	+203.03%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.31%	58.51K	2.05M	34.9K	+147.74%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.39%	71.94K	2.52M	71.94K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.39%	73.24K	2.46M	29.64K	+67.99%
Dec 31, 2023	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.45%	83.38K	2.92M	-643	-0.77%
Dec 31, 2023	GALVIN, GAUSTAD & STEIN, LLC	0.45%	83.49K	2.93M	26.36K	+46.14%
Dec 31, 2023	KAIZEN FINANCIAL STRATEGIES	0.5%	93.94K	3.3M	8.37K	+9.78%
Dec 31, 2023	WBH ADVISORY INC	0.54%	99.83K	3.5M	52.7K	+111.80%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.54%	100.48K	3.52M	46.43K	+85.92%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.55%	101.87K	3.57M	62.57K	+159.20%
Dec 31, 2023	BEACON BRIDGE WEALTH PARTNERS, LLC	0.57%	105.65K	3.71M	31.95K	+43.36%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.66%	123.14K	4.32B	71.68K	+139.30%
Dec 31, 2023	BLACKROCK INC.	0.8%	149.11K	5.23M	83.71K	+127.99%
Dec 31, 2023	ROYAL BANK OF CANADA	0.86%	161.07K	5.65M	113.18K	+236.34%
Dec 31, 2023	STOKES FAMILY OFFICE, LLC	0.94%	175.29K	6.15M	18.18K	+11.57%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.24%	230.47K	8.09M	107.36K	+87.21%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.47%	272.93K	9.57M	12.2K	+4.68%
Dec 31, 2023		0.11%	20.24K	710.12K	20.24K	+100.00%
Dec 31, 2023	SFMG, LLC	3.52%	655.03K	22.98M	-18.47K	-2.74%
Dec 31, 2023	NORTHWEST CAPITAL MANAGEMENT INC	2.72%	506.54K	17.77M	278.58K	+122.21%
Dec 31, 2023	CWM, LLC	2.69%	500.87K	17.57M	280.27K	+127.05%
Dec 31, 2023	AMBASSADOR ADVISORS, LLC	2.22%	413.42K	13.88M	-122.89K	-22.91%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	2.04%	379.38K	13.31M	246.93K	+186.43%
Dec 31, 2023	JPMORGAN CHASE & CO	1.82%	339.23K	11.9M	185.14K	+120.15%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.7%	316.21K	11.09M	4.13K	+1.32%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	14.14%	2.63M	92.4M	384.7K	+17.10%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.12%	23.13K	811.27K	23.13K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	23.7K	831K	23.7K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.13%	23.86K	837.08K	22.12K	+1,268.23%
Dec 31, 2023	GREENUP STREET WEALTH MANAGEMENT LLC	0.14%	25.14K	881.84K	1.49K	+6.30%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.15%	27.29K	957.47K	27.29K	+100.00%
Dec 31, 2023	VAN STRUM & TOWNE INC.	0.15%	28.32K	993.36K	0	0
Dec 31, 2023	ACORN WEALTH ADVISORS, LLC	0.16%	29.61K	1.04M	2.02K	+7.32%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.17%	31.01K	1.09M	-87.07K	-73.74%

Frequently Asked Questions