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

Who are the major shareholders selling State Street SPDR MSCI USA Gender Diversity ETF stock?

MERCER GLOBAL ADVISORS INC /ADV, in the last quarter, reduced its stake in SHE by -0.18% restricting it's holding to 4.38 thousand shares of worth nearly $676.76K. TRUIST FINANCIAL CORP also lessened -0.74% of the SHE shares from its portfolio, reducing its holding to 2.14 thousand shares of worth $330.66K. KILTERHOWLING LLC also shunned SHE shares holding by -6.27% last quarter which brought its holding to 2.18 thousand shares worth $337.18K.

Investors who are buying SHE stock?

As per its latest 13F filing, BETTERMENT LLC increased its stake in SHE by 0.17% in the last quarter. The institutional holder raised its holding to 39.24 thousand shares having worth more than $6.06M. NAPIER FINANCIAL, LLC also added 0.96% more shares of SHE to its portfolio, raising its holding to 4.21 thousand shares of worth $649.57K. AMERIPRISE FINANCIAL INC also increased its SHE shares holding by 33.92% which brought its holding to 4.77 thousand shares worth $737.02K.

SHE's major insiders: who are they?

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

Did an insider recently sell SHE stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR MSCI USA Gender Diversity ETF's stock. Within the last six months, there have been 0 transaction(s) in which SHE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SHE stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR MSCI USA Gender Diversity ETF insiders have bought stock, totalling 0 shares

How much of SHE does insiders own?

Around 0 State Street SPDR MSCI USA Gender Diversity ETF shares are held by insiders, which represents about N/A of SHE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SHE?

BETTERMENT LLC is the largest institutional owner in SHE which holds 39.24 thousand shares worth $6.06M or 1.86% of the total SHE shares outstanding followed by NAPIER FINANCIAL, LLC with ownership of 4.21 thousand shares representing 0.2% of the SHE ownership. MERCER GLOBAL ADVISORS INC /ADV is the third largest stakeholder with 4.38 thousand shares or 0.21% of the ownership worth more than $676.76K.

Is State Street SPDR MSCI USA Gender Diversity 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 SHE is concerned, it is a stock which is optionable.

Is there a short position on SHE's shares?

Number of SHE 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 SHE shares are there?

As of today, null shares of SHE are outstanding.

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

SHE 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 SHE is null.

State Street SPDR MSCI USA Gender Diversity ETF (SHE) 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. BETTERMENT LLC is the top corporate investor, holding 39.24K shares valued at $6.06M. A 1.86% stake in State Street SPDR MSCI USA Gender Diversity ETF is owned by the company. NAPIER FINANCIAL, LLC owns 4.21K shares valued at $649.57K, 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	BETTERMENT LLC	1.86%	39.24K	6.06M	66	+0.17%
Jun 30, 2026	NAPIER FINANCIAL, LLC	0.2%	4.21K	649.57K	40	+0.96%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.21%	4.38K	676.76K	-8	-0.18%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.23%	4.77K	737.02K	1.21K	+33.92%
Jun 30, 2026	CITADEL ADVISORS LLC	0.28%	5.88K	908.42K	5.88K	+100.00%
Jun 30, 2026	MORGAN STANLEY	4.45%	93.65K	14.46M	428	+0.46%
Jun 30, 2026	ROCK CREEK GROUP, LP	6.65%	139.96K	21.62M	0	0
Jun 30, 2026	ELLEVEST, INC.	6.88%	144.81K	144.81K	144.81K	+100.00%
Jun 30, 2026	MENDEL CAPITAL MANAGEMENT LLC	0.15%	3.2K	494.61K	1	+0.03%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.58%	12.3K	1.88M	2.6K	+26.85%
Jun 30, 2026	LPL FINANCIAL LLC	2.39%	50.34K	7.78M	1.37K	+2.79%
Jun 30, 2026	TRAPHAGEN INVESTMENT ADVISORS LLC	0.11%	2.08K	321.21K	4	+0.19%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.11%	2.1K	323.78K	188	+9.85%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.11%	2.14K	331K	12	+0.56%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.11%	2.14K	330.66K	-16	-0.74%
Jun 30, 2026	KILTERHOWLING LLC	0.12%	2.18K	337.18K	-146	-6.27%
Jun 30, 2026	FMR LLC	0.12%	2.24K	345.53K	-232	-9.40%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	2.41K	372.28K	-11	-0.45%
Jun 30, 2026	PITTENGER & ANDERSON INC	0.13%	2.43K	375.29K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.13%	2.44K	377.4K	186	+8.24%
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.13%	2.5K	386.1K	0	0
Jun 30, 2026	MITCHELL SINKLER & STARR/PA	0.14%	2.63K	405.41K	0	0
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.15%	2.78K	429.92K	-13	-0.46%
Jun 30, 2026	CITIGROUP INC	0.24%	5K	771.6K	27	+0.54%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	5.41K	837.57K	999	+22.63%
Jun 30, 2026	PORTFOLIO RESOURCES ADVISOR GROUP, INC.	0.17%	3.57K	455.64K	3.57K	+100.00%
Jun 30, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.18%	3.7K	571.13K	103	+2.87%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.18%	3.76K	581K	1.47K	+64.14%
Jun 30, 2026	SOUTH SHORE CAPITAL ADVISORS	0.19%	4.01K	619.14K	36	+0.91%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	9.78K	1.51M	-241	-2.40%
Jun 30, 2026	BELVEDERE TRADING LLC	0.52%	10.9K	1.68M	10.9K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.63%	13.29K	2.05M	966	+7.84%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	13.47K	2.08M	-7.08K	-34.45%
Jun 30, 2026	BRYN MAWR TRUST CO	0.27%	5.69K	879.07K	-381	-6.27%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.53%	11.15K	1.72M	15	+0.13%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.58%	12.13K	1.87M	-207	-1.68%
Jun 30, 2026	NATIONAL PHILANTHROPIC TRUST	1.2%	25.24K	3.9M	-259	-1.02%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.37%	28.92K	4.47M	270	+0.94%
Jun 30, 2026	CERTUITY, LLC	0.13%	2.83K	437.34K	8	+0.28%
Jun 30, 2026	MENORA MIVTACHIM HOLDINGS LTD.	0.14%	2.87K	442.47K	2.87K	+100.00%
Jun 30, 2026	SIMON QUICK ADVISORS, LLC	0.14%	3K	463.32K	0	0
Jun 30, 2026	CWC ADVISORS, LLC.	0.15%	3.23K	498.31K	-32	-0.98%
Jun 30, 2026		0.19%	3.57K	455.64K	3.57K	+100.00%
Jun 30, 2026	COLONY GROUP, LLC	0.18%	3.74K	577.92K	0	0
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	3.76K	580.39K	183	+5.12%
Jun 30, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0.18%	3.85K	594.8K	8	+0.21%
Jun 30, 2026	LAUREL WEALTH PLANNING LLC	0.2%	4.22K	651.89K	0	0
Jun 30, 2026	SEEDS INVESTOR LLC	0.22%	4.66K	720.12K	398	+9.33%
Jun 30, 2026	SEI INVESTMENTS CO	0.27%	5.58K	861.92K	-628	-10.11%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.23%	4.4K	678.84K	342	+8.44%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.29%	6.05K	934.36K	-226	-3.60%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.3%	6.35K	980.09K	509	+8.72%
Jun 30, 2026	BELL INVESTMENT ADVISORS, INC	0.32%	6.7K	1.03M	-42	-0.62%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	0.32%	6.82K	1.05M	218	+3.30%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.56%	11.74K	1.81M	1.93K	+19.66%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	12.19K	1.88M	125	+1.04%
Jun 30, 2026	UBS GROUP AG	0.89%	18.68K	2.88M	-380	-1.99%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	1.49%	31.42K	4.85M	-1.8K	-5.41%
Jun 30, 2026	JPMORGAN CHASE & CO	1.78%	37.5K	5.76M	-3	-0.01%
Jun 30, 2026	ALBION FINANCIAL GROUP /UT	2.21%	46.41K	7.17M	1.72K	+3.84%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.14%	3.02K	466.02K	-1	-0.03%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.19%	3.95K	610.34K	23	+0.59%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.83%	38.57K	5.96M	-6.85K	-15.07%
Mar 31, 2026	LPL FINANCIAL LLC	2.31%	48.98K	6.26M	-72.38K	-59.64%
Mar 31, 2026	FIRST AFFIRMATIVE FINANCIAL NETWORK	5.18%	109.66K	14.02M	109.66K	+100.00%
Mar 31, 2026	ROCK CREEK GROUP, LP	6.61%	139.96K	17.89M	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.11%	2.16K	275.69K	143	+7.10%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.13%	2.61K	333.51K	152	+6.19%
Mar 31, 2026	MORGAN STANLEY	4.41%	93.22K	11.91M	-2.59K	-2.71%
Mar 31, 2026	BELL INVESTMENT ADVISORS, INC	0.32%	6.74K	861.33K	280	+4.34%
Mar 31, 2026	UBS GROUP AG	0.9%	19.06K	2.44M	-2.36K	-11.01%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.97%	20.55K	2.63M	17.58K	+592.55%
Mar 31, 2026		0.15%	3.17K	411.51K	-43	-1.34%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.35%	28.65K	3.66M	-320	-1.10%
Mar 31, 2026	JPMORGAN CHASE & CO	1.77%	37.5K	4.68M	-28	-0.07%
Mar 31, 2026	CREATIVE PLANNING	0.11%	2.26K	288.57K	260	+13.01%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.11%	2.29K	292.94K	-40	-1.72%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.11%	2.13K	272K	500	+30.71%
Mar 31, 2026	KILTERHOWLING LLC	0.12%	2.33K	297.65K	223	+10.59%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	2.42K	309.55K	-801	-24.85%
Mar 31, 2026	PITTENGER & ANDERSON INC	0.12%	2.43K	310.58K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.46%	9.81K	1.25M	-1.05K	-9.64%
Mar 31, 2026	LAUREL WEALTH PLANNING LLC	0.2%	4.22K	539.48K	-490	-10.40%
Mar 31, 2026	CITIGROUP INC	0.23%	4.97K	635.05K	429	+9.45%
Mar 31, 2026	MENDEL CAPITAL MANAGEMENT LLC	0.15%	3.2K	409.23K	3.2K	+100.00%
Mar 31, 2026	BRYN MAWR TRUST CO	0.29%	6.07K	776.19K	15	+0.25%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	10.02K	1.28M	125	+1.26%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.53%	11.13K	1.42M	885	+8.64%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	12.06K	1.54M	79	+0.66%
Mar 31, 2026	ROYAL BANK OF CANADA	0.58%	12.32K	1.58M	655	+5.61%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.58%	12.34K	1.58M	470	+3.96%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.15%	45.42K	5.8M	-1.72K	-3.65%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.12%	2.5K	319.52K	0	0
Mar 31, 2026	MCIA INC	0.13%	2.52K	356.75K	-1.15K	-31.31%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	2.6K	332K	786	+43.38%
Mar 31, 2026	BETTERMENT LLC	1.85%	39.17K	5.01M	1.23K	+3.24%
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	2.11%	44.69K	5.71M	-380	-0.84%
Mar 31, 2026	MITCHELL SINKLER & STARR/PA	0.12%	2.63K	335.5K	0	0
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.13%	2.8K	357.53K	-12	-0.43%
Mar 31, 2026	CERTUITY, LLC	0.13%	2.82K	360.89K	8	+0.28%
Mar 31, 2026	MARINER, LLC	0.14%	2.89K	369.66K	-115	-3.82%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.14%	3K	383.43K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.14%	3.02K	385.72K	200	+7.10%
Mar 31, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0.18%	3.84K	491.18K	-51	-1.31%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.28%	5.84K	745.97K	-5	-0.09%
Mar 31, 2026	SEI INVESTMENTS CO	0.29%	6.21K	793.57K	5	+0.08%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.3%	6.28K	802.13K	116	+1.88%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.31%	6.6K	844.09K	-103	-1.54%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.46%	9.7K	1.22M	3.5K	+56.36%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.15%	3.18K	405.81K	-69	-2.13%
Mar 31, 2026	CWC ADVISORS, LLC.	0.15%	3.26K	416.52K	1	+0.03%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.21%	4.39K	561.08K	-241	-5.20%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.18%	3.56K	497.06K	-1.58K	-30.81%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.17%	3.6K	459.42K	2.91K	+424.05%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.17%	3.58K	456.92K	180	+5.30%
Mar 31, 2026	COLONY GROUP, LLC	0.18%	3.74K	478.26K	202	+5.71%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.19%	3.93K	502.15K	66	+1.71%
Mar 31, 2026	SOUTH SHORE CAPITAL ADVISORS	0.19%	3.97K	507.77K	38	+0.97%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.19%	4.05K	518.2K	990	+32.31%
Mar 31, 2026	SEEDS INVESTOR LLC	0.2%	4.27K	580.81K	649	+17.95%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	4.41K	571.07K	-1.09K	-19.86%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	1.57%	33.22K	4.25M	138	+0.42%
Mar 31, 2026	TRAPHAGEN INVESTMENT ADVISORS LLC	0.1%	2.08K	265.39K	-25	-1.19%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.13%	2.81K	370.98K	9	+0.32%
Dec 31, 2025	BRYN MAWR TRUST CO	0.28%	6.06K	800.1K	-30	-0.49%
Dec 31, 2025	BETTERMENT LLC	1.75%	37.94K	5.01M	278	+0.74%
Dec 31, 2025	SEI INVESTMENTS CO	0.29%	6.2K	819.38K	-142	-2.24%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.29%	6.16K	813.57K	-68	-1.09%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.32%	6.71K	885.82K	419	+6.66%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	9.9K	1.31M	384	+4.04%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.55%	11.87K	1.57M	156	+1.33%
Dec 31, 2025	BELL INVESTMENT ADVISORS, INC	0.31%	6.46K	853.1K	18	+0.28%
Dec 31, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.08%	1.66K	218.91K	1.66K	+100.00%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.08%	1.74K	230.07K	-99	-5.38%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.08%	1.72K	226.71K	-514	-23.04%
Dec 31, 2025	ASSETMARK, INC	0.08%	1.78K	234.69K	-506	-22.16%
Dec 31, 2025	CWC ADVISORS, LLC.	0.16%	3.26K	430.34K	0	0
Dec 31, 2025	SEEDS INVESTOR LLC	0.17%	3.62K	477.61K	454	+14.36%
Dec 31, 2025	ROCK CREEK GROUP, LP	6.66%	139.96K	18.48M	-39.88K	-22.17%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	4.63K	611.63K	-14	-0.30%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	6.2K	819.21K	1.1K	+21.44%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	10.25K	1.35M	186	+1.85%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.5%	10.86K	1.43M	-349	-3.11%
Dec 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	0.1%	2.1K	277.53K	4	+0.19%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.11%	2.33K	307.99K	-20	-0.85%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.12%	2.5K	330.18K	0	0
Dec 31, 2025	PITTENGER & ANDERSON INC	0.12%	2.43K	320.94K	-5	-0.21%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	2.46K	324.53K	3	+0.12%
Dec 31, 2025	MITCHELL SINKLER & STARR/PA	0.12%	2.63K	346.69K	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.13%	2.82K	372.15K	-999	-26.17%
Dec 31, 2025	MARINER, LLC	0.14%	3.01K	397.11K	4	+0.13%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.14%	3.06K	404.63K	-1.18K	-27.80%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.14%	3K	396.22K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	3.22K	425.65K	1.38K	+75.26%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.16%	3.4K	448.39K	3.4K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.16%	3.54K	467.54K	2	+0.06%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	3.86K	510.19K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	2.97K	391.86K	-21.86K	-88.05%
Dec 31, 2025		0.15%	3.21K	423.69K	3.21K	+100.00%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.15%	3.24K	428.45K	-2.6K	-44.48%
Dec 31, 2025	ROYAL BANK OF CANADA	0.54%	11.67K	1.54M	-491	-4.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.34%	28.97K	3.83M	-813	-2.73%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.18%	47.14K	6.23M	-4.21K	-8.19%
Dec 31, 2025	MCIA INC	0.17%	3.67K	498.66K	42	+1.16%
Dec 31, 2025	CITIGROUP INC	0.21%	4.54K	599.66K	421	+10.22%
Dec 31, 2025	LAUREL WEALTH PLANNING LLC	0.22%	4.71K	622.2K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	5.51K	745.44K	-16	-0.29%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	5.84K	771.61K	-86	-1.45%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	11.99K	1.58M	47	+0.39%
Dec 31, 2025	UBS GROUP AG	0.99%	21.42K	2.83M	-409	-1.87%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	1.57%	33.08K	4.37M	32.96K	+26,154.76%
Dec 31, 2025	JPMORGAN CHASE & CO	1.79%	37.53K	4.96M	-224	-0.59%
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	2.15%	45.07K	5.95M	-1.31K	-2.83%
Dec 31, 2025	MORGAN STANLEY	4.42%	95.81K	12.65M	-1.06K	-1.09%
Dec 31, 2025	LPL FINANCIAL LLC	5.64%	121.36K	16.03M	2.38K	+2.00%
Dec 31, 2025	FMR LLC	0.12%	2.59K	341.41K	-13	-0.50%
Dec 31, 2025	CERTUITY, LLC	0.13%	2.82K	371.96K	-624	-18.14%
Dec 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.19%	3.89K	514.28K	13	+0.34%
Dec 31, 2025	SOUTH SHORE CAPITAL ADVISORS	0.19%	3.94K	519.69K	3.94K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.24%	5.14K	682.97K	1.48K	+40.53%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	1.81K	239K	1.81K	+100.00%
Dec 31, 2025	GROVE BANK & TRUST	0.09%	1.89K	249.09K	0	0
Dec 31, 2025	CLIFFORD GROUP, LLC	0.09%	2.02K	266.92K	36	+1.81%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.1%	2.01K	265.99K	2.01K	+100.00%
Dec 31, 2025	KILTERHOWLING LLC	0.1%	2.11K	278.12K	-66	-3.04%
Sep 30, 2025	MARINER, LLC	0.14%	3K	382.79K	3	+0.10%
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	2.14%	46.38K	5.91M	10.96K	+30.92%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.27%	5.84K	765.14K	2.62K	+81.18%
Sep 30, 2025	JPMORGAN CHASE & CO	1.74%	37.76K	4.81M	-3.19K	-7.80%
Sep 30, 2025	SEI INVESTMENTS CO	0.29%	6.35K	808.85K	-155	-2.38%
Sep 30, 2025	LPL FINANCIAL LLC	5.49%	118.98K	15.16M	3.91K	+3.40%
Sep 30, 2025	FIRST AFFIRMATIVE FINANCIAL NETWORK	4.3%	93.21K	11.88M	93.21K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.54%	11.71K	1.49M	-162	-1.36%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	11.21K	1.42M	4.62K	+70.18%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	10.06K	1.28M	-253	-2.45%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	9.51K	1.21M	2.02K	+26.90%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.29%	6.23K	793.81K	145	+2.38%
Sep 30, 2025	BRYN MAWR TRUST CO	0.28%	6.09K	775.96K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	5.93K	755.59K	-6	-0.10%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	4.24K	540.92K	551	+14.92%
Sep 30, 2025	CITIGROUP INC	0.19%	4.12K	524.98K	267	+6.93%
Sep 30, 2025	MENDEL CAPITAL MANAGEMENT LLC	0.19%	4.04K	514.66K	1	+0.02%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	3.86K	492.36K	-15	-0.39%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.14%	3K	382.37K	0	0
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.13%	2.8K	356.83K	7	+0.25%
Sep 30, 2025	MITCHELL SINKLER & STARR/PA	0.12%	2.63K	334.58K	0	0
Sep 30, 2025	FMR LLC	0.12%	2.6K	331.14K	46	+1.80%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.37%	51.35K	6.54M	-1.44K	-2.72%
Sep 30, 2025	BETTERMENT LLC	1.74%	37.67K	4.8M	347	+0.93%
Sep 30, 2025	MORGAN STANLEY	4.47%	96.87K	12.35M	1.34K	+1.40%
Sep 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	0.1%	2.1K	267.3K	-11	-0.52%
Sep 30, 2025	CREATIVE PLANNING	0.09%	2.01K	255.92K	49	+2.50%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.38%	29.79K	3.8M	398	+1.35%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.15%	24.82K	3.16M	13.72K	+123.49%
Sep 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.18%	3.88K	494.69K	11	+0.28%
Sep 30, 2025	ROCK CREEK GROUP, LP	8.31%	179.84K	22.92M	179.84K	+100.00%
Sep 30, 2025	BELL INVESTMENT ADVISORS, INC	0.3%	6.44K	820.91K	-222	-3.33%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.12%	2.5K	318.65K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	2.45K	312.82K	252	+11.44%
Sep 30, 2025	PITTENGER & ANDERSON INC	0.11%	2.44K	310.36K	-40	-1.62%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.11%	2.38K	302.81K	5	+0.21%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.11%	2.35K	299.78K	0	0
Sep 30, 2025	UBS GROUP AG	1.01%	21.83K	2.78M	-1.37K	-5.89%
Sep 30, 2025	ROYAL BANK OF CANADA	0.56%	12.16K	1.55M	-138	-1.12%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	11.94K	1.52M	-453	-3.66%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.29%	6.29K	801.42K	-24	-0.38%
Sep 30, 2025	MCIA INC	0.17%	3.63K	462.55K	82	+2.31%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	5.52K	709.52K	241	+4.56%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	5.11K	647.12K	585	+12.93%
Sep 30, 2025	ABOUND FINANCIAL, LLC	0.09%	1.97K	250.78K	10	+0.51%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.09%	1.9K	241.52K	1	+0.05%
Sep 30, 2025	GROVE BANK & TRUST	0.09%	1.89K	240.39K	0	0
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.09%	1.84K	234.65K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	1.84K	234.43K	-2.67K	-59.21%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	1.7K	216K	1.7K	+100.00%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.07%	1.58K	201.13K	1.58K	+100.00%
Sep 30, 2025	SINCERUS ADVISORY, LLC	0.07%	1.57K	200.25K	-16	-1.01%
Sep 30, 2025	HOWE & RUSLING INC	0.07%	1.56K	199.09K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.05%	1.15K	146.07K	0	0
Sep 30, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0.05%	1.11K	141.61K	49	+4.61%
Sep 30, 2025	CWM, LLC	0.05%	1.05K	133K	-1.31K	-55.48%
Sep 30, 2025	LAUREL WEALTH PLANNING LLC	0.22%	4.71K	600.46K	-660	-12.29%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	4.65K	592.04K	1.65K	+55.09%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	3.82K	486.53K	166	+4.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.17%	3.66K	466.35K	-1.47K	-28.70%
Sep 30, 2025	COLONY GROUP, LLC	0.16%	3.54K	450.95K	0	0
Sep 30, 2025	CERTUITY, LLC	0.16%	3.44K	438.5K	11	+0.32%
Sep 30, 2025	CWC ADVISORS, LLC.	0.15%	3.26K	415.2K	1	+0.03%
Sep 30, 2025	SEEDS INVESTOR LLC	0.15%	3.16K	403.04K	3.16K	+100.00%
Sep 30, 2025	ASSETMARK, INC	0.11%	2.28K	290.99K	-138	-5.70%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.1%	2.23K	284.4K	-190	-7.85%
Sep 30, 2025	KILTERHOWLING LLC	0.1%	2.17K	276.87K	46	+2.16%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.23%	5.05K	630.22K	627	+14.18%
Jun 30, 2025	CITIGROUP INC	0.18%	3.85K	480.86K	-72	-1.83%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.14%	3K	374.46K	0	0
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.14%	3K	373.84K	-63	-2.06%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.13%	2.79K	348.58K	-176	-5.93%
Jun 30, 2025	MITCHELL SINKLER & STARR/PA	0.12%	2.63K	327.66K	0	0
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.11%	2.5K	312.05K	-600	-19.35%
Jun 30, 2025	PITTENGER & ANDERSON INC	0.11%	2.48K	308.93K	0	0
Jun 30, 2025	ASSETMARK, INC	0.11%	2.42K	302.19K	2.42K	+100.00%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.11%	2.37K	295.94K	5	+0.21%
Jun 30, 2025	CWM, LLC	0.11%	2.35K	294K	-5.66K	-70.65%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.08%	1.84K	229.8K	0	0
Jun 30, 2025	GROVE BANK & TRUST	0.09%	1.89K	235.41K	0	0
Jun 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	0.1%	2.11K	263.17K	-193	-8.39%
Jun 30, 2025	LPL FINANCIAL LLC	5.24%	115.07K	14.36M	6.3K	+5.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.4%	52.79K	6.59M	6.34K	+13.66%
Jun 30, 2025	JPMORGAN CHASE & CO	1.86%	40.95K	5.11M	-30	-0.07%
Jun 30, 2025	UBS GROUP AG	1.06%	23.19K	2.9M	-2.76K	-10.63%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.54%	11.87K	1.48M	-1.69K	-12.47%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.51%	11.11K	1.39M	3.82K	+52.32%
Jun 30, 2025	CERTUITY, LLC	0.16%	3.43K	428.04K	11	+0.32%
Jun 30, 2025	KILTERHOWLING LLC	0.1%	2.13K	265.39K	7	+0.33%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.11%	2.35K	293.58K	97	+4.30%
Jun 30, 2025	ROYAL BANK OF CANADA	0.56%	12.3K	1.54M	-2.23K	-15.37%
Jun 30, 2025	CWC ADVISORS, LLC.	0.15%	3.26K	406.52K	-8	-0.25%
Jun 30, 2025	MORGAN STANLEY	4.35%	95.53K	11.92M	-1.63K	-1.67%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.11%	2.42K	302.19K	-172	-6.63%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.03%	570	71.15K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.03%	657	82.01K	197	+42.83%
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.04%	886	110.58K	3	+0.34%
Jun 30, 2025	BRYN MAWR TRUST CO	0.28%	6.09K	759.91K	-4	-0.07%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.02%	548	63.42K	-1	-0.18%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	533	66.55K	11	+2.11%
Jun 30, 2025	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0.02%	523	65.28K	2	+0.38%
Jun 30, 2025	BRISTLECONE ADVISORS, LLC	0.02%	487	60.79K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	214	26.71K	214	+100.00%
Jun 30, 2025	TD CAPITAL MANAGEMENT LLC	0.01%	191	23.78K	1	+0.53%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	162	20.22K	0	0
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0%	92	11.48K	92	+100.00%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	80	9.9K	80	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	69	8.61K	0	0
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0%	59	7.36K	0	0
Jun 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.18%	3.87K	483K	-3	-0.08%
Jun 30, 2025	MCIA INC	0.16%	3.54K	443.17K	-102	-2.80%
Jun 30, 2025	COLONY GROUP, LLC	0.16%	3.54K	441.62K	3.54K	+100.00%
Jun 30, 2025	BELL INVESTMENT ADVISORS, INC	0.3%	6.66K	831.69K	27	+0.41%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.34%	29.39K	3.67M	2	+0.01%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	1.61%	35.43K	4.42M	139	+0.39%
Jun 30, 2025	BETTERMENT LLC	1.7%	37.32K	4.66M	556	+1.51%
Jun 30, 2025	FMR LLC	0.12%	2.55K	318.55K	1.5K	+142.13%
Jun 30, 2025		0.15%	3.26K	406.52K	-8	-0.25%
Jun 30, 2025	PRIVATE TRUST CO NA	0.05%	1.15K	143.05K	0	0
Jun 30, 2025	STEPHENS CONSULTING, LLC	0.07%	1.54K	192.48K	-500	-24.49%
Jun 30, 2025	HOWE & RUSLING INC	0.07%	1.56K	194.97K	0	0
Jun 30, 2025	CLIFFORD GROUP, LLC	0.08%	1.68K	209.08K	1.68K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	12.39K	1.55M	3.33K	+36.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	10.31K	1.29M	1.49K	+16.89%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	7.5K	936K	603	+8.75%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0.29%	6.31K	787.88K	-1.52K	-19.44%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.28%	6.08K	759.29K	149	+2.51%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	5.93K	740.7K	-149	-2.45%
Jun 30, 2025	LAUREL WEALTH PLANNING LLC	0.24%	5.37K	670.42K	119	+2.27%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.24%	5.28K	665.96K	-19	-0.36%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	4.52K	560.09K	394	+9.54%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	4.51K	562.82K	-131	-2.82%
Jun 30, 2025	MENDEL CAPITAL MANAGEMENT LLC	0.18%	4.04K	503.95K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	3.88K	484.05K	0	0
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	3.69K	460.91K	646	+21.20%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	3.65K	455.74K	-1	-0.03%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.15%	3.23K	402.55K	748	+30.20%
Jun 30, 2025	MARINER, LLC	0.14%	3K	374.48K	3	+0.10%
Jun 30, 2025	SEI INVESTMENTS CO	0.3%	6.5K	811.47K	-263	-3.89%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	6.59K	822.29K	-1.46K	-18.12%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.23%	5.13K	639.94K	1.25K	+32.17%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.49%	29.39K	3.35M	-1.92K	-6.12%
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	1.8%	35.29K	4.03M	4.05K	+12.98%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	3.65K	416.79K	0	0
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	3.88K	442.62K	3.88K	+100.00%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.23%	4.42K	504.7K	-227	-4.88%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.3%	5.93K	677.27K	-28	-0.47%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.13%	2.48K	282.71K	2.48K	+100.00%
Mar 31, 2025	MITCHELL SINKLER & STARR/PA	0.13%	2.63K	299.6K	635	+31.91%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.16%	3.06K	349.02K	-412	-11.87%
Mar 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.16%	3.1K	353.82K	-250	-7.46%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	6.08K	694.28K	-857	-12.35%
Mar 31, 2025	BELL INVESTMENT ADVISORS, INC	0.34%	6.64K	757.41K	-331	-4.75%
Mar 31, 2025	SEI INVESTMENTS CO	0.34%	6.76K	772K	411	+6.47%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	6.89K	787K	496	+7.75%
Mar 31, 2025	SIMON QUICK ADVISORS, LLC	0.15%	3K	342.4K	0	0
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.16%	3.05K	347.8K	742	+32.19%
Mar 31, 2025	CITIGROUP INC	0.2%	3.92K	447.86K	22	+0.56%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	4.64K	529.54K	175	+3.92%
Mar 31, 2025	LAUREL WEALTH PLANNING LLC	0.27%	5.25K	599.43K	-214	-3.92%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	5.3K	605.13K	919	+20.97%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.17%	3.42K	389.88K	3.42K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	7.29K	832.27K	1.33K	+22.31%
Mar 31, 2025	PITTENGER & ANDERSON INC	0.13%	2.48K	282.48K	0	0
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.13%	2.59K	295.94K	2.59K	+100.00%
Mar 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.15%	2.97K	338.85K	-290	-8.90%
Mar 31, 2025	MARINER, LLC	0.15%	3K	342.06K	-10	-0.33%
Mar 31, 2025	CERTUITY, LLC	0.17%	3.42K	390.1K	8	+0.23%
Mar 31, 2025	MCIA INC	0.19%	3.65K	407.85K	-63	-1.70%
Mar 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.2%	3.87K	442.01K	-251	-6.09%
Mar 31, 2025	BRYN MAWR TRUST CO	0.31%	6.09K	695.31K	-2.35K	-27.86%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	0.4%	7.84K	894.25K	-433	-5.24%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.2%	3.88K	480.72K	-1.37K	-26.01%
Mar 31, 2025	MENDEL CAPITAL MANAGEMENT LLC	0.21%	4.04K	460.74K	1	+0.02%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	4.13K	468.06K	2.28K	+123.43%
Mar 31, 2025	US FINANCIAL ADVISORS, LLC	0.22%	4.36K	497.96K	195	+4.68%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	1.81%	35.49K	4.05M	1	0.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.36%	46.44K	5.3M	3.08K	+7.11%
Mar 31, 2025		0.17%	3.27K	372.66K	8	+0.25%
Mar 31, 2025	BETTERMENT LLC	1.87%	36.76K	4.2M	322	+0.88%
Mar 31, 2025	JPMORGAN CHASE & CO	2.08%	40.98K	4.68M	121	+0.30%
Mar 31, 2025	MORGAN STANLEY	4.94%	97.15K	11.09M	3.44K	+3.68%
Mar 31, 2025	LPL FINANCIAL LLC	5.53%	108.77K	12.41M	4.06K	+3.88%
Mar 31, 2025	CWM, LLC	0.41%	8.01K	915K	7.71K	+2,510.10%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	8.05K	918.82K	4.25K	+111.93%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	8.82K	1.01M	-190	-2.11%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	9.07K	1.04M	1.85K	+25.55%
Mar 31, 2025	CITADEL ADVISORS LLC	0.49%	9.62K	1.1M	5.13K	+114.06%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.69%	13.56K	1.55M	1.34K	+10.95%
Mar 31, 2025	ROYAL BANK OF CANADA	0.74%	14.53K	1.66M	-781	-5.10%
Mar 31, 2025	UBS GROUP AG	1.32%	25.95K	2.96M	-5.35K	-17.08%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.12%	2.58K	273.12K	0	0
Mar 31, 2024	ALBION FINANCIAL GROUP /UT	1.42%	30.71K	3.25M	540	+1.79%
Mar 31, 2024	CETERA ADVISORS LLC	1.47%	31.85K	3.37M	31.85K	+100.00%
Mar 31, 2024	PITTENGER & ANDERSON INC	0.11%	2.4K	254.06K	481	+25.07%
Mar 31, 2024	SENTINEL PENSION ADVISORS INC	0.11%	2.42K	255.86K	0	0
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.22%	4.66K	493.44K	0	0
Mar 31, 2024	UBS GROUP AG	1.97%	43.56K	4.61M	-63	-0.14%
Mar 31, 2024	JPMORGAN CHASE & CO	2.35%	51.91K	5.5M	-110	-0.21%
Mar 31, 2024	LPL FINANCIAL LLC	4.65%	102.61K	10.86M	3.94K	+3.99%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.11%	2.45K	259.72K	137	+5.92%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.87%	18.84K	943.92K	18.84K	+100.00%
Mar 31, 2024	TRAPHAGEN INVESTMENT ADVISORS LLC	0.12%	2.67K	282.22K	2	+0.08%
Mar 31, 2024	KILTERHOWLING LLC	0.12%	2.68K	283.21K	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	2.77K	293K	504	+22.24%
Mar 31, 2024	MCIA INC	0.13%	2.79K	293.84K	-121	-4.15%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.14%	2.99K	316.42K	-122	-3.92%
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.14%	3K	317.58K	0	0
Mar 31, 2024	CERTUITY, LLC	0.16%	3.38K	357.46K	8	+0.24%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.17%	3.85K	407.14K	-1	-0.03%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	4.86K	514.61K	1	+0.02%
Mar 31, 2024	FINGERLAKES WEALTH MANAGEMENT, INC.	0.23%	4.88K	516.43K	-48	-0.97%
Mar 31, 2024	IDAHO TRUST BANK	0.23%	4.88K	516.43K	4.88K	+100.00%
Mar 31, 2024	LAUREL WEALTH PLANNING LLC	0.24%	5.14K	544K	-206	-3.86%
Mar 31, 2024	MARINER, LLC	0.24%	5.18K	547.91K	-194	-3.61%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	5.63K	596.2K	-6.52K	-53.65%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.26%	5.59K	592K	-1.57K	-21.88%
Mar 31, 2024	SEI INVESTMENTS CO	0.26%	5.74K	607.74K	-703	-10.91%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.26%	5.65K	597.58K	141	+2.56%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.27%	5.88K	622.67K	3.67K	+166.27%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	6.91K	731K	-533	-7.17%
Mar 31, 2024	BELL INVESTMENT ADVISORS, INC	0.32%	6.86K	726.64K	-466	-6.36%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	6.93K	733K	6.93K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.62%	34.91K	3.7M	1.75K	+5.28%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.47%	54.59K	5.78M	1.04K	+1.93%
Mar 31, 2024	MORGAN STANLEY	4.52%	99.67K	10.55M	-575	-0.57%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	1.6%	35.28K	3.74M	10.13K	+40.26%
Mar 31, 2024	BETTERMENT LLC	1.63%	35.29K	3.74M	-282	-0.79%
Mar 31, 2024		0.12%	2.67K	282.22K	2	+0.08%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.32%	7.12K	753.79K	-690	-8.83%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0.38%	8.13K	860.59K	300	+3.83%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.89%	19.13K	2.03M	-1.4K	-6.82%
Mar 31, 2024	WHITTIER TRUST CO	0.12%	2.64K	279.15K	0	0
Mar 31, 2024	APRIO WEALTH MANAGEMENT, LLC	0.14%	3.12K	330.24K	-274	-8.07%
Mar 31, 2024	COMMUNITY FINANCIAL SERVICES GROUP, LLC	0.16%	3.48K	368.82K	3.48K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.17%	3.74K	395.73K	-2.51K	-40.19%
Mar 31, 2024	JOHNSON INVESTMENT COUNSEL INC	0.18%	3.8K	402.27K	0	0
Mar 31, 2024	MENDEL CAPITAL MANAGEMENT LLC	0.19%	4.07K	431.02K	6	+0.15%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.23%	5.13K	543.38K	-348	-6.35%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.23%	5.18K	548.61K	-103	-1.95%
Mar 31, 2024	US FINANCIAL ADVISORS, LLC	0.23%	5.08K	537.35K	204	+4.19%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.34%	7.44K	787.64K	45	+0.61%
Mar 31, 2024	BRYN MAWR TRUST CO	0.42%	9.1K	963.75K	9.1K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.5%	10.99K	1.16M	-1.74K	-13.64%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.03%	700	74.43K	0	0
Mar 31, 2024	ATTICUS WEALTH MANAGEMENT, LLC	0.05%	1.02K	108.23K	2	+0.20%
Mar 31, 2024	PRIVATE TRUST CO NA	0.06%	1.25K	131.9K	0	0
Mar 31, 2024	GROVE BANK & TRUST	0.09%	1.89K	199.65K	0	0
Mar 31, 2024	MITCHELL SINKLER & STARR/PA	0.09%	1.99K	210.66K	1.99K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	2.06K	218K	2.06K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.1%	2.19K	232K	2.19K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.1%	2.24K	236.6K	-33	-1.46%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.1%	2.29K	242.74K	0	0
Dec 31, 2023	PFG INVESTMENTS, LLC	0.11%	2.32K	220.02K	2.32K	+100.00%
Dec 31, 2023	FIRST HORIZON ADVISORS, INC.	0.11%	2.39K	227.04K	-51	-2.09%
Dec 31, 2023	SENTINEL PENSION ADVISORS INC	0.11%	2.42K	229.61K	0	0
Dec 31, 2023	VALMARK ADVISERS, INC.	0.12%	2.58K	245.09K	-675	-20.74%
Dec 31, 2023	WHITTIER TRUST CO	0.12%	2.64K	250.49K	0	0
Dec 31, 2023	KILTERHOWLING LLC	0.12%	2.68K	267.44K	-93	-3.36%
Dec 31, 2023	MCIA INC	0.13%	2.91K	277.05K	327	+12.64%
Dec 31, 2023	SIMON QUICK ADVISORS, LLC	0.14%	3K	284.99K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.14%	3.11K	295.54K	159	+5.39%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	1.15%	25.16K	2.39M	5.85K	+30.29%
Dec 31, 2023	ALBION FINANCIAL GROUP /UT	1.38%	30.17K	2.87M	80	+0.27%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.24%	5.28K	507.22K	337	+6.82%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.33%	7.15K	680K	-1.01K	-12.37%
Dec 31, 2023	BELL INVESTMENT ADVISORS, INC	0.34%	7.33K	696.34K	63	+0.87%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	1.52%	33.16K	3.15M	-1.2K	-3.48%
Dec 31, 2023	BETTERMENT LLC	1.63%	35.57K	3.38M	-16	-0.05%
Dec 31, 2023	UBS GROUP AG	2%	43.62K	4.14M	1.12K	+2.64%
Dec 31, 2023	JPMORGAN CHASE & CO	2.39%	52.02K	4.94M	-1.98K	-3.66%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.46%	53.55K	5.09M	1.74K	+3.35%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.09%	67.37K	709K	67.37K	+100.00%
Dec 31, 2023	LAUREL WEALTH PLANNING LLC	0.25%	5.34K	507K	-1.58K	-22.82%
Dec 31, 2023	MARINER, LLC	0.25%	5.37K	510.16K	5.37K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.25%	5.48K	520.68K	12	+0.22%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.29%	6.25K	593.78K	-943	-13.11%
Dec 31, 2023	SEI INVESTMENTS CO	0.3%	6.44K	612.14K	-161	-2.44%
Dec 31, 2023	LPL FINANCIAL LLC	4.53%	98.67K	9.37M	100	+0.10%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.34%	7.4K	702.52K	1.95K	+35.76%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	7.44K	707K	87	+1.18%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.36%	7.81K	742.06K	-1.5K	-16.12%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.25%	5.5K	522.86K	119	+2.21%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.1%	2.21K	209.85K	-1.93K	-46.59%
Dec 31, 2023	CERTUITY, LLC	0.15%	3.37K	320.07K	10	+0.30%
Dec 31, 2023	APRIO WEALTH MANAGEMENT, LLC	0.16%	3.39K	322.46K	37	+1.10%
Dec 31, 2023	JOHNSON INVESTMENT COUNSEL INC	0.17%	3.8K	360.99K	0	0
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	2.27K	215K	2.27K	+100.00%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.11%	2.29K	217.83K	2.29K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.1%	2.27K	215.45K	-377	-14.25%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0.36%	7.83K	743.83K	-198	-2.47%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	12.73K	1.21M	4.56K	+55.88%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.94%	20.53K	1.95M	-998	-4.64%
Dec 31, 2023	MORGAN STANLEY	4.6%	100.25K	9.52M	3.14K	+3.24%
Dec 31, 2023	ROCK CREEK GROUP, LP	8.25%	179.84K	17.08M	0	0
Dec 31, 2023	BUCKINGHAM STRATEGIC PARTNERS	0.1%	2.16K	204.72K	2.16K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.18%	3.85K	365.45K	-3.33K	-46.41%
Dec 31, 2023	MENDEL CAPITAL MANAGEMENT LLC	0.19%	4.07K	386.25K	0	0
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.21%	4.66K	442.8K	-203	-4.17%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	4.86K	461.67K	-460	-8.65%
Dec 31, 2023	US FINANCIAL ADVISORS, LLC	0.22%	4.87K	462.83K	339	+7.48%
Dec 31, 2023	FINGERLAKES WEALTH MANAGEMENT, INC.	0.23%	4.93K	467.95K	-60	-1.20%
Dec 31, 2023	CITADEL ADVISORS LLC	1.06%	23.03K	2.19M	19.88K	+631.05%

Frequently Asked Questions