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

Who are the major shareholders selling State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock?

NEWEDGE ADVISORS, LLC, in the last quarter, reduced its stake in SHM by -0.06% restricting it's holding to 139.16 thousand shares of worth nearly $6.67M. TD PRIVATE CLIENT WEALTH LLC also lessened -6.84% of the SHM shares from its portfolio, reducing its holding to 201.59 thousand shares of worth $9.67M. UMB BANK, N.A. also shunned SHM shares holding by -23% last quarter which brought its holding to 186.02 thousand shares worth $8.92M.

Investors who are buying SHM stock?

As per its latest 13F filing, MCADAM, LLC increased its stake in SHM by 22.93% in the last quarter. The institutional holder raised its holding to 134.38 thousand shares having worth more than $6.45M. CETERA INVESTMENT ADVISERS also added 19.61% more shares of SHM to its portfolio, raising its holding to 205.41 thousand shares of worth $9.85M. SYMMETRY PARTNERS, LLC also increased its SHM shares holding by 6.35% which brought its holding to 199.91 thousand shares worth $9.59M.

SHM's major insiders: who are they?

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

Did an insider recently sell SHM stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which SHM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SHM stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR Nuveen ICE Short Term Municipal Bond ETF insiders have bought stock, totalling 0 shares

How much of SHM does insiders own?

Around 0 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares are held by insiders, which represents about N/A of SHM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SHM?

NEWEDGE ADVISORS, LLC is the largest institutional owner in SHM which holds 139.16 thousand shares worth $6.67M or 0.19% of the total SHM shares outstanding followed by MCADAM, LLC with ownership of 134.38 thousand shares representing 0.18% of the SHM ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 205.41 thousand shares or 0.28% of the ownership worth more than $9.85M.

Is State Street SPDR Nuveen ICE Short Term Municipal Bond 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 SHM is concerned, it is a stock which is optionable.

Is there a short position on SHM's shares?

Number of SHM 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 SHM shares are there?

As of today, null shares of SHM are outstanding.

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

SHM 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 SHM is null.

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) 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. NEWEDGE ADVISORS, LLC is the top corporate investor, holding 139.16K shares valued at $6.67M. A 0.19% stake in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF is owned by the company. MCADAM, LLC owns 134.38K shares valued at $6.45M, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.19%	139.16K	6.67M	-89	-0.06%
Jun 30, 2026	MCADAM, LLC	0.18%	134.38K	6.45M	25.07K	+22.93%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.28%	205.41K	9.85M	33.68K	+19.61%
Jun 30, 2026	TD PRIVATE CLIENT WEALTH LLC	0.28%	201.59K	9.67M	-14.8K	-6.84%
Jun 30, 2026	SYMMETRY PARTNERS, LLC	0.27%	199.91K	9.59M	11.94K	+6.35%
Jun 30, 2026	UMB BANK, N.A.	0.26%	186.02K	8.92M	-55.55K	-23.00%
Jun 30, 2026	BLACKROCK, INC.	0.25%	181.11K	8.69M	1.83K	+1.02%
Jun 30, 2026	ALASKA WEALTH ADVISORS	0.68%	492.29K	23.61M	25.08K	+5.37%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.38%	280.15K	13.44M	2.56K	+0.92%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.23%	166.86K	8M	-1.54K	-0.92%
Jun 30, 2026	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.21%	149.79K	7.18M	1.62K	+1.09%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.17%	122.52K	5.88M	-3.68K	-2.92%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.27%	197.42K	9.47M	18.51K	+10.35%
Jun 30, 2026	JPMORGAN CHASE & CO	0.5%	361.05K	17.32M	79.13K	+28.07%
Jun 30, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.7%	507.62K	24.35M	45.65K	+9.88%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	7.42%	5.4M	259.22M	249.39K	+4.84%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	4.8%	3.5M	167.79M	-50.47K	-1.42%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.93%	677.62K	32.5M	9.3K	+1.39%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	104.65K	5.02M	-72	-0.07%
Jun 30, 2026	TRUNORTH CAPITAL MANAGEMENT, LLC	0.26%	189.29K	9.08M	12.31K	+6.96%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.81%	593.51K	28.47M	-7.11K	-1.18%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.86%	1.36M	65.06M	-62.3K	-4.39%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	124.17K	5.96M	90.26K	+266.21%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	29.88%	21.77M	1.04B	441.22K	+2.07%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	193.45K	9.26M	38.78K	+25.07%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.27%	197.59K	9.48M	-3.4K	-1.69%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.27%	198.1K	9.5M	-10.35K	-4.96%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	0.1%	73.07K	3.5M	41.86K	+134.10%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.1%	74.76K	3.59M	74.76K	+100.00%
Jun 30, 2026	GAMMA INVESTING LLC	0.11%	79.12K	3.8M	11.33K	+16.72%
Jun 30, 2026	CX INSTITUTIONAL	1.54%	1.12M	53.8M	8.72K	+0.78%
Jun 30, 2026	SMITHFIELD TRUST CO	0.11%	79.66K	3.82M	8.73K	+12.31%
Jun 30, 2026	BRAGG FINANCIAL ADVISORS, INC	0.11%	80.11K	3.84M	9	+0.01%
Jun 30, 2026	BRIO CONSULTANTS, LLC	0.12%	86.25K	4.14M	1.1K	+1.29%
Jun 30, 2026	APELLA CAPITAL, LLC	0.12%	88.14K	4.22M	836	+0.96%
Jun 30, 2026	PAULSON WEALTH MANAGEMENT INC.	0.12%	90.18K	4.33M	-11.84K	-11.60%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.13%	93.85K	4.5M	5.7K	+6.46%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.2%	146.61K	7.03M	-8.77K	-5.65%
Jun 30, 2026	ASSETMARK, INC	0.13%	93.9K	4.5M	6.5K	+7.43%
Jun 30, 2026	CHATHAM CAPITAL GROUP, INC.	0.13%	95.38K	4.57M	-500	-0.52%
Jun 30, 2026	AUA CAPITAL MANAGEMENT, LLC	0.14%	100.48K	4.82M	-38	-0.04%
Jun 30, 2026	LPL FINANCIAL LLC	1.61%	1.17M	56.13M	281.56K	+31.69%
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.03%	749.17K	35.93M	4.9K	+0.66%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	111.17K	5.33M	2.03K	+1.86%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.22%	158.98K	7.63M	-32.85K	-17.12%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.89%	648.48K	31.1M	23.89K	+3.82%
Jun 30, 2026	FOSTER GROUP, INC.	0.16%	119.15K	5.71M	-2.02K	-1.67%
Jun 30, 2026	ROYAL BANK OF CANADA	0.16%	118.1K	5.66M	1.02K	+0.87%
Jun 30, 2026	STRATEGIES WEALTH ADVISORS, LLC	0.16%	117.93K	5.66M	-15.6K	-11.68%
Jun 30, 2026	COLONY GROUP, LLC	0.14%	98.85K	4.74M	-1.98K	-1.96%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.14%	98.92K	4.74M	-43.16K	-30.38%
Jun 30, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.14%	100.45K	4.82M	-2.56K	-2.48%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.32%	3.14M	150.83M	83.13K	+2.72%
Jun 30, 2026	UBS GROUP AG	0.67%	485.69K	23.3M	-4.03K	-0.82%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	2.26%	1.65M	79.08M	-83.32K	-4.81%
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0.15%	109.4K	5.25M	4.42K	+4.21%
Jun 30, 2026	CERITY PARTNERS LLC	0.15%	110.52K	5.3M	903	+0.82%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.16%	117.34K	5.63M	84.91K	+261.88%
Jun 30, 2026	MORGAN STANLEY	2.71%	1.97M	94.53M	-333.43K	-14.47%
Jun 30, 2026	QUENT CAPITAL, LLC	3.16%	2.3M	110.29M	138.51K	+6.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.28%	2.39M	114.6M	494.6K	+26.10%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.94%	1.42M	67.89M	-130.25K	-8.43%
Jun 30, 2026	BETTERMENT LLC	0.4%	291.08K	13.96M	-15.25K	-4.98%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.45%	327.02K	15.69M	-55.62K	-14.54%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.37%	268.73K	12.92M	14.59K	+5.74%
Jun 30, 2026	SEI INVESTMENTS CO	0.31%	228.44K	10.96M	-8.33K	-3.52%
Mar 31, 2026	SEI INVESTMENTS CO	0.33%	236.77K	11.32M	-8.99K	-3.66%
Mar 31, 2026	TRUNORTH CAPITAL MANAGEMENT, LLC	0.24%	176.97K	8.46M	6.68K	+3.92%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.25%	178.91K	8.56M	151.62K	+555.60%
Mar 31, 2026	BLACKROCK, INC.	0.25%	179.28K	8.57M	20.62K	+13.00%
Mar 31, 2026	SYMMETRY PARTNERS, LLC	0.26%	187.97K	8.99M	11.53K	+6.53%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.26%	191.83K	9.18M	-5.91K	-2.99%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.28%	200.99K	9.61M	19.51K	+10.75%
Mar 31, 2026	CERCANO MANAGEMENT LLC	0.28%	206.57K	9.88M	-107.63K	-34.26%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.29%	208.45K	9.97M	-14.17K	-6.37%
Mar 31, 2026	TD PRIVATE CLIENT WEALTH LLC	0.3%	216.39K	10.35M	-21.73K	-9.13%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.16%	114.99K	5.5M	72.56K	+171.03%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.53%	382.64K	18.3M	-118.76K	-23.69%
Mar 31, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.64%	461.97K	22.1M	44.81K	+10.74%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	7.11%	5.15M	246.56M	-178.38K	-3.34%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	2.13%	1.55M	73.93M	-167.74K	-9.79%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	171.74K	8.21M	-162K	-48.54%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.17%	126.2K	6.03M	3.07K	+2.49%
Mar 31, 2026	FOSTER GROUP, INC.	0.17%	121.16K	5.8M	-234	-0.19%
Mar 31, 2026	CERITY PARTNERS LLC	0.15%	109.61K	5.24M	-1.74K	-1.56%
Mar 31, 2026	MCADAM, LLC	0.15%	109.31K	5.23M	3.27K	+3.08%
Mar 31, 2026	ALASKA WEALTH ADVISORS	0.64%	467.21K	22.35M	61.32K	+15.11%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.83%	600.61K	28.73M	-16.87K	-2.73%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	624.59K	29.87M	13K	+2.12%
Mar 31, 2026	APELLA CAPITAL, LLC	0.12%	87.3K	4.19M	42	+0.05%
Mar 31, 2026	ASSETMARK, INC	0.12%	87.41K	4.18M	-100.54K	-53.49%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.12%	88.15K	4.22M	7.87K	+9.80%
Mar 31, 2026	PRECISION WEALTH STRATEGIES, LLC	0.13%	92.54K	4.43M	-12.49K	-11.89%
Mar 31, 2026	CHATHAM CAPITAL GROUP, INC.	0.13%	95.88K	4.59M	-2.3K	-2.34%
Mar 31, 2026	AUA CAPITAL MANAGEMENT, LLC	0.14%	100.52K	4.81M	-1.04K	-1.03%
Mar 31, 2026	PAULSON WEALTH MANAGEMENT INC.	0.14%	102.02K	4.88M	-4.16K	-3.92%
Mar 31, 2026	ACKERMAN CAPITAL ADVISORS, LLC	0.14%	103.01K	4.93M	-2.14K	-2.03%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	104.72K	5.01M	436	+0.42%
Mar 31, 2026	CULLEN/FROST BANKERS, INC.	0.15%	104.98K	5.02M	-41.79K	-28.47%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	0.15%	107.35K	5.13M	-291.36K	-73.08%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.22%	3.06M	146.43M	111.16K	+3.77%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	4.89%	3.55M	169.73M	-544.62K	-13.31%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.35%	254.14K	12.16M	2.96K	+1.18%
Mar 31, 2026	QUENT CAPITAL, LLC	2.98%	2.16M	103.35M	371.64K	+20.77%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.19%	139.25K	6.66M	119.19K	+594.42%
Mar 31, 2026	JANE STREET GROUP, LLC	0.38%	276.21K	13.21M	231.05K	+511.58%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.38%	277.59K	13.28M	42.35K	+18.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.39%	281.92K	13.47M	-12.34K	-4.19%
Mar 31, 2026	ROYAL BANK OF CANADA	0.16%	117.08K	5.6M	6.56K	+5.94%
Mar 31, 2026	GENTRUST, LLC	0.18%	130.6K	6.25M	-12.35K	-8.64%
Mar 31, 2026	STRATEGIES WEALTH ADVISORS, LLC	0.18%	133.52K	6.39M	5.42K	+4.23%
Mar 31, 2026	MY WEALTH MANAGEMENT INC.	0.19%	137.99K	6.57M	128.04K	+1,286.46%
Mar 31, 2026	BETTERMENT LLC	0.42%	306.33K	14.65M	-18.84K	-5.79%
Mar 31, 2026	LPL FINANCIAL LLC	1.23%	888.61K	42.5M	43.86K	+5.19%
Mar 31, 2026	CX INSTITUTIONAL	1.53%	1.11M	53.23M	54.79K	+5.18%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.2%	142.08K	6.8M	14.79K	+11.61%
Mar 31, 2026	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.2%	148.17K	7.09M	-8K	-5.12%
Mar 31, 2026	UMB BANK, N.A.	0.33%	241.57K	11.55M	-287.34K	-54.33%
Mar 31, 2026	UBS GROUP AG	0.68%	489.72K	23.42M	203.67K	+71.20%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	154.67K	7.4M	-93.01K	-37.55%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.21%	155.38K	7.43M	30.27K	+24.19%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.23%	168.4K	8.05M	9.07K	+5.70%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.96%	1.42M	67.93M	-398.33K	-21.91%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	2.39%	1.73M	82.84M	148.43K	+9.37%
Mar 31, 2026	MORGAN STANLEY	3.18%	2.3M	110.21M	168.82K	+7.91%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	29.4%	21.33M	1.02B	795.56K	+3.87%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.61%	1.89M	90.62M	894.9K	+89.51%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.03%	744.27K	35.6M	-971.81K	-56.63%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.92%	668.32K	31.97M	3.36K	+0.51%
Dec 31, 2025	MCADAM, LLC	0.15%	106.05K	5.09M	9.83K	+10.22%
Dec 31, 2025	ROYAL BANK OF CANADA	0.15%	110.51K	5.3M	7.14K	+6.91%
Dec 31, 2025	CERITY PARTNERS LLC	0.15%	111.35K	5.34M	4.77K	+4.47%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	112.68K	5.41M	-2.17K	-1.89%
Dec 31, 2025	FOSTER GROUP, INC.	0.17%	121.4K	5.83M	-4.35K	-3.46%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.17%	123.13K	5.91M	-1.05K	-0.85%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.31%	222.62K	10.68M	-27.83K	-11.11%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.17%	125.11K	6M	8.08K	+6.90%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.17%	127.3K	6.11M	6.54K	+5.41%
Dec 31, 2025	GENTRUST, LLC	0.2%	142.95K	6.86M	-769	-0.54%
Dec 31, 2025	PURE PORTFOLIOS HOLDINGS LLC	0.2%	143K	6.86M	11.32K	+8.60%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.2%	146.77K	7.04M	19.75K	+15.55%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	159.33K	7.65M	17.03K	+11.97%
Dec 31, 2025	BLACKROCK, INC.	0.22%	158.66K	7.61M	158.66K	+100.00%
Dec 31, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.23%	170.29K	8.17M	9.47K	+5.89%
Dec 31, 2025	SYMMETRY PARTNERS, LLC	0.24%	176.44K	8.47M	10.78K	+6.50%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.25%	181.49K	8.71M	-26.42K	-12.71%
Dec 31, 2025	ASSETMARK, INC	0.26%	187.94K	9.02M	427	+0.23%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.27%	197.74K	9.49M	-15.81K	-7.40%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.33%	238.13K	11.43M	-7.95K	-3.23%
Dec 31, 2025	SEI INVESTMENTS CO	0.34%	245.77K	11.79M	-14.95K	-5.73%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	247.68K	11.9M	1.67K	+0.68%
Dec 31, 2025	UBS GROUP AG	0.39%	286.05K	13.73M	-11.81K	-3.96%
Dec 31, 2025	JPMORGAN CHASE & CO	0.4%	294.26K	14.12M	-32.32K	-9.90%
Dec 31, 2025	CITIGROUP INC	0.42%	306.14K	14.69M	126.61K	+70.52%
Dec 31, 2025	BETTERMENT LLC	0.45%	325.17K	15.61M	-12.98K	-3.84%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	333.74K	16.02M	25.48K	+8.27%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.5%	366.5K	17.59M	2.8K	+0.77%
Dec 31, 2025	ALASKA WEALTH ADVISORS	0.56%	405.9K	19.48M	29.4K	+7.81%
Dec 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.57%	417.16K	20.02M	5.43K	+1.32%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.69%	501.39K	24.06M	89.07K	+21.60%
Dec 31, 2025	UMB BANK, N.A.	0.73%	528.91K	25.38M	528.91K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	611.6K	29.35M	8.45K	+1.40%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.85%	617.48K	29.63M	-37.15K	-5.67%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.92%	664.96K	31.91M	-8.4K	-1.25%
Dec 31, 2025	LPL FINANCIAL LLC	1.16%	844.75K	40.54M	51.18K	+6.45%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	2.51%	1.82M	87.24M	-177.08K	-8.88%
Dec 31, 2025	KARPUS MANAGEMENT, INC.	0.55%	398.71K	19.13M	-498.2K	-55.55%
Dec 31, 2025	QUENT LONG SHORT GLOBAL SMALL CAP FUND, LP	2.47%	1.79M	85.86M	1.79M	+100.00%
Dec 31, 2025	QUENT CAPITAL, LLC	2.45%	1.79M	85.86M	144.37K	+8.78%
Dec 31, 2025	CERCANO MANAGEMENT LLC	0.43%	314.2K	15.08M	0	0
Dec 31, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.18%	128.1K	6.15M	1.8K	+1.43%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2.35%	1.72M	82.35M	80.87K	+4.95%
Dec 31, 2025	CX INSTITUTIONAL	1.45%	1.06M	50.78M	20.5K	+1.98%
Dec 31, 2025	AUA CAPITAL MANAGEMENT, LLC	0.14%	101.57K	4.87M	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.18%	1.58M	76M	18.73K	+1.20%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.38%	999.82K	47.98M	-1.82M	-64.58%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	28.32%	20.53M	985.3M	551.6K	+2.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	235.24K	11.29M	-6.36K	-2.63%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.36%	1.71M	82.23M	-111.43K	-6.11%
Dec 31, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.22%	156.17K	7.49M	16.75K	+12.02%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.35%	251.18K	12.05M	-6.93K	-2.68%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	104.28K	5M	-841	-0.80%
Dec 31, 2025	PRECISION WEALTH STRATEGIES, LLC	0.14%	105.03K	5.04M	2.43K	+2.36%
Dec 31, 2025	COLONY GROUP, LLC	0.14%	104.62K	5.02M	17.19K	+19.66%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.14%	105.14K	5.05M	54.26K	+106.62%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	7.32%	5.33M	255.95M	240.6K	+4.72%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	5.65%	4.09M	196.44M	-195K	-4.55%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.06%	2.95M	141.59M	109.55K	+3.86%
Dec 31, 2025	MORGAN STANLEY	2.94%	2.14M	102.47M	-11K	-0.51%
Dec 31, 2025	PAULSON WEALTH MANAGEMENT INC.	0.15%	106.18K	5.1M	62.75K	+144.50%
Sep 30, 2025	CERITY PARTNERS LLC	0.15%	106.59K	5.14M	-4.52K	-4.07%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.14%	1.56M	75.46M	-63.73K	-3.91%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	1.23%	896.91K	43.25M	-21.59K	-2.35%
Sep 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.19%	139.42K	6.72M	5.26K	+3.92%
Sep 30, 2025	SEI INVESTMENTS CO	0.36%	260.71K	12.57M	-10.69K	-3.94%
Sep 30, 2025	PRECISION WEALTH STRATEGIES, LLC	0.14%	102.6K	4.95M	-6.32K	-5.80%
Sep 30, 2025	OLD NATIONAL BANCORP /IN/	0.14%	102.01K	4.92M	-78.57K	-43.51%
Sep 30, 2025	AUA CAPITAL MANAGEMENT, LLC	0.14%	101.57K	4.9M	-36	-0.04%
Sep 30, 2025	MCADAM, LLC	0.13%	96.22K	4.64M	5.68K	+6.27%
Sep 30, 2025	APELLA CAPITAL, LLC	0.13%	91.57K	4.4M	-29.36K	-24.28%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.12%	85.8K	4.14M	5.88K	+7.36%
Sep 30, 2025	LEISURE CAPITAL MANAGEMENT	0.11%	83.07K	4.01M	-12.63K	-13.20%
Sep 30, 2025	BRIO CONSULTANTS, LLC	0.11%	82.81K	3.99M	-1.53K	-1.81%
Sep 30, 2025	CWM, LLC	0.11%	80.57K	3.89M	-159	-0.20%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.1%	73.38K	3.54M	2.54K	+3.59%
Sep 30, 2025	SMITHFIELD TRUST CO	0.1%	71.37K	3.44M	-9.77K	-12.04%
Sep 30, 2025	ASCENT GROUP, LLC	0.1%	71.29K	3.44M	10.98K	+18.21%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.34%	250.45K	12.08M	-3.22K	-1.27%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.34%	246.07K	11.87M	546	+0.22%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.19%	142.3K	6.86M	2.56K	+1.83%
Sep 30, 2025	FOSTER GROUP, INC.	0.17%	125.75K	6.06M	-217	-0.17%
Sep 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.16%	118.29K	5.7M	-500	-0.42%
Sep 30, 2025	MORGAN STANLEY	2.94%	2.15M	103.5M	7.1K	+0.33%
Sep 30, 2025	CX INSTITUTIONAL	1.42%	1.04M	50.03M	-652.85K	-38.62%
Sep 30, 2025	LPL FINANCIAL LLC	1.09%	793.57K	38.27M	43.63K	+5.82%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.92%	673.36K	32.47M	13.05K	+1.98%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.9%	654.63K	31.57M	-3.27K	-0.50%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	603.14K	29.08M	-45.32K	-6.99%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.56%	412.32K	19.88M	-36.8K	-8.19%
Sep 30, 2025	ALASKA WEALTH ADVISORS	0.52%	376.5K	18.15M	110.62K	+41.61%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.28%	207.91K	10.03M	8.51K	+4.27%
Sep 30, 2025	ASSETMARK, INC	0.26%	187.51K	9.04M	-1.13K	-0.60%
Sep 30, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.22%	160.82K	7.75M	10.71K	+7.13%
Sep 30, 2025	JANE STREET GROUP, LLC	0.2%	143.95K	6.94M	-111.74K	-43.70%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	2.73%	1.99M	96.2M	-69.52K	-3.37%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.87%	2.82M	136.11M	-2.08M	-42.47%
Sep 30, 2025	QUENT CAPITAL, LLC	2.25%	1.64M	79.31M	226.32K	+15.96%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	246.02K	11.84M	-3.04K	-1.22%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	114.86K	5.54M	-12.02K	-9.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.87%	4.29M	206.78M	269.01K	+6.69%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.89%	2.84M	136.99M	144.53K	+5.36%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	27.36%	19.98M	963.42M	1.63M	+8.91%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	6.97%	5.09M	245.57M	78.6K	+1.57%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.5%	1.82M	88M	-367.14K	-16.75%
Sep 30, 2025	UBS GROUP AG	0.41%	297.85K	14.36M	7.3K	+2.51%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2.24%	1.64M	78.85M	90.14K	+5.83%
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.56%	411.73K	19.85M	14.69K	+3.70%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.5%	363.71K	17.54M	5.51K	+1.54%
Sep 30, 2025	BETTERMENT LLC	0.46%	338.15K	16.31M	-13.75K	-3.91%
Sep 30, 2025	CERCANO MANAGEMENT LLC	0.43%	314.2K	15.15M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.42%	308.26K	14.86M	54.08K	+21.27%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	241.6K	11.65M	-824	-0.34%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.29%	213.54K	10.3M	-5.25K	-2.40%
Sep 30, 2025	PURE PORTFOLIOS HOLDINGS LLC	0.18%	131.68K	6.35M	15.1K	+12.95%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.16%	117.03K	5.64M	-4.1K	-3.39%
Sep 30, 2025	JPMORGAN CHASE & CO	0.45%	326.59K	15.75M	-135.35K	-29.30%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.35%	258.11K	12.38M	-4.79K	-1.82%
Sep 30, 2025	SYMMETRY PARTNERS, LLC	0.23%	165.66K	7.99M	3.33K	+2.05%
Sep 30, 2025	GENTRUST, LLC	0.2%	143.72K	6.93M	17.06K	+13.47%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.17%	127.01K	6.12M	-6.43K	-4.82%
Sep 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.17%	126.3K	6.09M	7.78K	+6.56%
Sep 30, 2025	CITIGROUP INC	0.25%	179.53K	8.66M	-34.32K	-16.05%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.17%	124.18K	5.99M	-21.53K	-14.77%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.17%	120.76K	5.82M	6.9K	+6.06%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	105.12K	5.07M	9.02K	+9.39%
Jun 30, 2025	UBS GROUP AG	0.41%	290.56K	13.9M	-139.87K	-32.49%
Jun 30, 2025	SYMMETRY PARTNERS, LLC	0.23%	162.33K	7.76M	16.94K	+11.65%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.2%	139.74K	6.68M	3.47K	+2.55%
Jun 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.19%	134.16K	6.42M	-28.45K	-17.50%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.19%	133.44K	6.38M	-7.05K	-5.01%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.19%	131.89K	6.31M	101.49K	+333.85%
Jun 30, 2025	GENTRUST, LLC	0.18%	126.66K	6.06M	-1.39K	-1.08%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	123.2K	5.89M	-20.17K	-14.07%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	3.08%	2.19M	104.85M	-269.19K	-10.94%
Jun 30, 2025	MORGAN STANLEY	3.01%	2.14M	102.32M	-49.75K	-2.27%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	2.9%	2.06M	98.74M	-366.82K	-15.09%
Jun 30, 2025	CX INSTITUTIONAL	2.38%	1.69M	80.85M	1.46M	+629.43%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2.17%	1.55M	73.9M	36.2K	+2.40%
Jun 30, 2025	QUENT CAPITAL, LLC	2%	1.42M	67.85M	-872	-0.06%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	1.29%	918.5K	43.93M	197.28K	+27.35%
Jun 30, 2025	TRUNORTH CAPITAL MANAGEMENT, LLC	0.21%	150.11K	7.18M	51.3K	+51.91%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.2%	145.71K	6.97M	-7.28K	-4.76%
Jun 30, 2025	FOSTER GROUP, INC.	0.18%	125.96K	6.02M	105	+0.08%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.13%	90.71K	1.67M	-12.76K	-12.33%
Jun 30, 2025	MCADAM, LLC	0.13%	90.54K	4.33M	36.53K	+67.62%
Jun 30, 2025	COLONY GROUP, LLC	0.12%	85.06K	4.07M	-8.29K	-8.88%
Jun 30, 2025	BRIO CONSULTANTS, LLC	0.12%	84.34K	4.03M	-4.42K	-4.98%
Jun 30, 2025	SMITHFIELD TRUST CO	0.11%	81.13K	3.88M	-51.54K	-38.85%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.11%	79.92K	3.82M	8.21K	+11.44%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	72.79K	3.48M	1.59K	+2.24%
Jun 30, 2025	AMERAUDI ASSET MANAGEMENT, INC.	0.1%	70.08K	3.35M	0	0
Jun 30, 2025	BETTERMENT LLC	0.5%	351.9K	16.83M	-150.88K	-30.01%
Jun 30, 2025		0.16%	116.59K	5.58M	28.32K	+32.08%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.17%	121.14K	5.79M	-528	-0.43%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	126.88K	6.06M	23.26K	+22.45%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.91%	648.46K	31.02M	-63.55K	-8.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	254.19K	12.16M	2.86K	+1.14%
Jun 30, 2025	APELLA CAPITAL, LLC	0.17%	120.93K	5.78M	-6.72K	-5.26%
Jun 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.17%	118.79K	5.68M	2.49K	+2.14%
Jun 30, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.17%	118.53K	5.67M	-7.29K	-5.80%
Jun 30, 2025	ROYAL BANK OF CANADA	0.16%	116.31K	5.56M	8.58K	+7.97%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.16%	113.86K	5.45M	2.81K	+2.53%
Jun 30, 2025	CERITY PARTNERS LLC	0.16%	111.11K	5.31M	-5.27K	-4.53%
Jun 30, 2025	PRECISION WEALTH STRATEGIES, LLC	0.15%	108.92K	5.21M	108.92K	+100.00%
Jun 30, 2025	AUA CAPITAL MANAGEMENT, LLC	0.14%	101.6K	4.86M	0	0
Jun 30, 2025	LEISURE CAPITAL MANAGEMENT	0.13%	95.71K	4.58M	-6.13K	-6.02%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.5%	358.19K	17.13M	299.04K	+505.56%
Jun 30, 2025	CERCANO MANAGEMENT LLC	0.44%	314.2K	15.03M	0	0
Jun 30, 2025	SEI INVESTMENTS CO	0.38%	271.4K	12.98M	-18.49K	-6.38%
Jun 30, 2025	ALASKA WEALTH ADVISORS	0.37%	265.88K	12.72M	-22.8K	-7.90%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.37%	262.9K	12.58M	38.63K	+17.23%
Jun 30, 2025	JANE STREET GROUP, LLC	0.36%	255.69K	12.23M	-70.02K	-21.50%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.36%	253.67K	12.13M	-97.81K	-27.83%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	249.06K	11.9M	-230.09K	-48.02%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.35%	245.53K	11.74M	-3.02K	-1.22%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.28%	199.39K	9.54M	-22.33K	-10.07%
Jun 30, 2025	ASSETMARK, INC	0.27%	188.64K	9.02M	7.38K	+4.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	242.42K	11.6M	24.62K	+11.31%
Jun 30, 2025	CITIGROUP INC	0.3%	213.85K	10.23M	-1.04K	-0.48%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	25.81%	18.34M	877.44M	-165.72K	-0.90%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	7.05%	5.01M	239.83M	-63.8K	-1.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.9%	4.91M	234.68M	-285.24K	-5.49%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	5.65%	4.02M	192.24M	-178.17K	-4.24%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.79%	2.7M	128.96M	83.3K	+3.19%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.29%	1.63M	77.9M	8.52K	+0.53%
Jun 30, 2025	LPL FINANCIAL LLC	1.06%	749.94K	35.87M	21.29K	+2.92%
Jun 30, 2025	JPMORGAN CHASE & CO	0.65%	461.94K	22.09M	-130.05K	-21.97%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.63%	449.12K	21.48M	-76.28K	-14.52%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.93%	660.31K	31.58M	-1.82K	-0.28%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.93%	657.9K	31.47M	68.29K	+11.58%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.25%	180.59K	8.64M	-57.84K	-24.26%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.56%	397.04K	18.99M	9.55K	+2.46%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.31%	218.79K	10.46M	-5.31K	-2.37%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	1.01%	721.22K	34.33M	168.46K	+30.48%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.17%	121.66K	5.79M	-6.23K	-4.87%
Mar 31, 2025	STRATEGIES WEALTH ADVISORS, LLC	0.18%	125.82K	5.99M	-1.19K	-0.94%
Mar 31, 2025	FOSTER GROUP, INC.	0.18%	125.86K	5.99M	-405	-0.32%
Mar 31, 2025	APELLA CAPITAL, LLC	0.18%	127.64K	6M	-20.39K	-13.77%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.19%	136.27K	6.49M	-19.43K	-12.48%
Mar 31, 2025	JANE STREET GROUP, LLC	0.46%	325.71K	15.5M	-451.77K	-58.11%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.49%	351.48K	16.73M	46.37K	+15.20%
Mar 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.54%	387.49K	18.44M	35.78K	+10.17%
Mar 31, 2025	UBS GROUP AG	0.6%	430.42K	20.49M	-83.53K	-16.25%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.74%	525.4K	25.01M	-37.18K	-6.61%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.83%	589.6K	28.07M	27.39K	+4.87%
Mar 31, 2025	JPMORGAN CHASE & CO	0.83%	592K	28.18M	-18.09K	-2.97%
Mar 31, 2025	LPL FINANCIAL LLC	1.02%	728.66K	34.68M	-9.11K	-1.23%
Mar 31, 2025	QUENT CAPITAL, LLC	1.99%	1.42M	67.56M	86.86K	+6.52%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2.11%	1.51M	71.82M	-207.26K	-12.08%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.27%	1.62M	77.12M	-162.97K	-9.14%
Mar 31, 2025	MORGAN STANLEY	3.07%	2.19M	104.19M	-122.67K	-5.31%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	3.41%	2.43M	115.73M	-23.8K	-0.97%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	3.45%	2.46M	117.15M	-136.07K	-5.24%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.27%	5.19M	247.12M	-675.66K	-11.52%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	25.93%	18.51M	881.11M	-675.64K	-3.52%
Mar 31, 2025	MY WEALTH MANAGEMENT INC.	0.19%	137.99K	6.57M	-348	-0.25%
Mar 31, 2025	CULLEN/FROST BANKERS, INC.	0.2%	140.49K	6.69M	-10.15K	-6.74%
Mar 31, 2025	GENTRUST, LLC	0.18%	128.05K	6.1M	4.06K	+3.27%
Mar 31, 2025	SMITHFIELD TRUST CO	0.19%	132.67K	6.32M	-2.07K	-1.54%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	143.37K	6.82M	39.71K	+38.30%
Mar 31, 2025	SYMMETRY PARTNERS, LLC	0.2%	145.4K	6.92M	7.27K	+5.26%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.21%	152.99K	7.28M	-15.74K	-9.33%
Mar 31, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.23%	162.61K	7.74M	-27.3K	-14.38%
Mar 31, 2025	ASSETMARK, INC	0.25%	181.27K	8.63M	27.14K	+17.61%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.31%	224.1K	10.58M	-15.55K	-6.49%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.31%	224.27K	10.71M	17.64K	+8.53%
Mar 31, 2025	CX INSTITUTIONAL	0.32%	231.74K	11.03M	2.48K	+1.08%
Mar 31, 2025	OLD NATIONAL BANCORP /IN/	0.33%	238.42K	11.35M	-21.05K	-8.11%
Mar 31, 2025	ALASKA WEALTH ADVISORS	0.4%	288.67K	13.74M	-15.85K	-5.21%
Mar 31, 2025	SEI INVESTMENTS CO	0.41%	289.9K	13.8M	-62.64K	-17.77%
Mar 31, 2025	CERCANO MANAGEMENT LLC	0.44%	314.2K	14.96M	314.2K	+100.00%
Mar 31, 2025	CITIGROUP INC	0.3%	214.89K	10.23M	-27.46K	-11.33%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.35%	248.55K	11.83M	-10.5K	-4.05%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.93%	662.13K	31.52M	-20.39K	-2.99%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.67%	479.15K	22.81M	-95.22K	-16.58%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.66%	2.61M	124.38M	100.12K	+3.98%
Mar 31, 2025	BETTERMENT LLC	0.7%	502.78K	23.93M	-75.04K	-12.99%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5.88%	4.2M	199.8M	-621.67K	-12.90%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	7.11%	5.08M	241.71M	317.23K	+6.66%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	217.8K	10.37M	-17.64K	-7.49%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.31%	221.72K	10.55M	-34.24K	-13.38%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	251.33K	11.96M	33.37K	+15.31%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1%	712.01K	33.89M	-871.72K	-55.04%
Mar 31, 2024	HTLF BANK	0.64%	519.33K	24.64M	38.7K	+8.05%
Mar 31, 2024	GENTRUST, LLC	0.16%	129.1K	6.12M	74	+0.06%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	133.65K	6.34M	-178.9K	-57.24%
Mar 31, 2024	APELLA CAPITAL, LLC	0.18%	144.46K	6.83M	4.36K	+3.11%
Mar 31, 2024	ALTFEST L J & CO INC	0.22%	179.47K	8.51M	-15.32K	-7.87%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.22%	182.9K	8.68M	-133.7K	-42.23%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.24%	194.5K	9.23M	-230.1K	-54.19%
Mar 31, 2024	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.31%	254.82K	12.09M	-42.84K	-14.39%
Mar 31, 2024	CITIGROUP INC	0.37%	303.62K	14.4M	19.42K	+6.83%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.56%	452.56K	21.47M	53.38K	+13.37%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.71%	2.22M	105.18M	-563.18K	-20.26%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	3.12%	2.54M	120.66M	-41.92K	-1.62%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.13%	105.64K	5.01M	-665	-0.63%
Mar 31, 2024	CERITY PARTNERS LLC	0.13%	107.45K	5.08M	43.47K	+67.94%
Mar 31, 2024	AUA CAPITAL MANAGEMENT, LLC	0.13%	109.38K	5.19M	-3.29K	-2.92%
Mar 31, 2024	CERCANO MANAGEMENT LLC	0.13%	110K	5.22M	110K	+100.00%
Mar 31, 2024	CWM, LLC	0.14%	115.82K	5.49M	-256	-0.22%
Mar 31, 2024	STRATEGIES WEALTH ADVISORS, LLC	0.14%	116.92K	5.55M	-1.92K	-1.62%
Mar 31, 2024	CHATHAM CAPITAL GROUP, INC.	0.15%	123.45K	5.86M	-8.8K	-6.65%
Mar 31, 2024	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.15%	123.61K	5.87M	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	128.28K	6.09M	8.81K	+7.38%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	475.88K	22.58M	21.74K	+4.79%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	19.59%	16M	759.18M	1.27M	+8.61%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	7.5%	6.13M	290.66M	-458.43K	-6.96%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	10.36%	8.46M	401.41M	375.28K	+4.64%
Mar 31, 2024	MARINER, LLC	0.16%	128.14K	6.08M	-10.45K	-7.54%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.16%	134.21K	6.37M	55.42K	+70.34%
Mar 31, 2024	BRIO CONSULTANTS, LLC	0.17%	135.06K	6.41M	3.94K	+3.01%
Mar 31, 2024	FOSTER GROUP, INC.	0.17%	136.68K	6.48M	136.68K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.17%	139.98K	6.64M	5.24K	+3.89%
Mar 31, 2024	SYMMETRY PARTNERS, LLC	0.18%	146.14K	6.93M	-85.15K	-36.81%
Mar 31, 2024	ASSETMARK, INC	0.2%	160.97K	7.64M	-70.46K	-30.44%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.2%	162.52K	7.71M	-12.59K	-7.19%
Mar 31, 2024	ROYAL BANK OF CANADA	0.2%	167.42K	7.94M	-62.76K	-27.27%
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.21%	173.66K	8.24M	-115.48K	-39.94%
Mar 31, 2024	ALASKA WEALTH ADVISORS	0.22%	176.19K	8.36M	60.57K	+52.39%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.23%	184.19K	8.74M	15.97K	+9.49%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.23%	188.97K	8.96M	15.47K	+8.92%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.26%	214.28K	10.17M	-29.12K	-11.96%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.27%	216.72K	10.25B	-41.4K	-16.04%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.28%	224.47K	10.65M	-135.13K	-37.58%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.28%	231.24K	10.97M	60.27K	+35.25%
Mar 31, 2024	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.31%	254.2K	12.06M	24.4K	+10.62%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.34%	274.43K	13.02M	-5.32K	-1.90%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.48%	394K	18.69M	-23.25K	-5.57%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.51%	413.99K	19.64M	64.01K	+18.29%
Mar 31, 2024	SEI INVESTMENTS CO	0.52%	425.78K	20.2M	-19.45K	-4.37%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.64%	525.29K	24.92M	85.97K	+19.57%
Mar 31, 2024	UBS GROUP AG	0.65%	530.32K	25.16M	-13.96K	-2.56%
Mar 31, 2024	JPMORGAN CHASE & CO	0.72%	591.73K	28.07M	-54.36K	-8.41%
Mar 31, 2024	LPL FINANCIAL LLC	0.83%	679.12K	32.22M	-50.44K	-6.91%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	0.93%	760.81K	36.09M	-6.15K	-0.80%
Mar 31, 2024	QUENT CAPITAL, LLC	1.07%	872.58K	41.4M	125.41K	+16.79%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.71%	1.39M	66.17M	1.38M	+7,212.12%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.88%	1.53M	72.81M	1.53M	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	2.1%	1.72M	81.51M	-68.03K	-3.81%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	3.62%	2.95M	139.87M	-112.45K	-3.67%
Mar 31, 2024	MORGAN STANLEY	6.92%	5.65M	268.14M	-90.45K	-1.58%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	9.21%	7.52M	356.91M	-2.97M	-28.29%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.38%	312.55K	14.94M	-130.12K	-29.39%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.43%	349.99K	16.73M	335.02K	+2,238.70%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.44%	359.61K	17.19M	-46.13K	-11.37%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.49%	399.18K	19.08M	23.32K	+6.21%
Dec 31, 2023	OLD NATIONAL BANCORP /IN/	0.51%	417.24K	19.94M	-45.1K	-9.76%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.52%	424.6K	20.29M	20.35K	+5.03%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.54%	439.33K	21M	-65.26K	-12.93%
Dec 31, 2023	SEI INVESTMENTS CO	0.55%	445.23K	21.28M	-463K	-50.98%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	454.14K	21.7M	-53.58K	-10.55%
Dec 31, 2023	UBS GROUP AG	0.67%	544.27K	26.01M	22.95K	+4.40%
Dec 31, 2023	JPMORGAN CHASE & CO	0.79%	646.09K	30.88M	-270.05K	-29.48%
Dec 31, 2023	LPL FINANCIAL LLC	0.9%	729.56K	34.87M	-26.56K	-3.51%
Dec 31, 2023	QUENT CAPITAL, LLC	0.92%	747.17K	35.71M	-2.86K	-0.38%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	0.94%	766.96K	36.65M	2.55K	+0.33%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	2.19%	1.79M	85.36M	-32.1K	-1.77%
Dec 31, 2023	JANE STREET GROUP, LLC	3.04%	2.47M	118.24M	1.48M	+148.20%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	3.17%	2.59M	123.55M	-1.61M	-38.40%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.41%	2.78M	132.87M	643.59K	+30.12%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	3.76%	3.06M	146.27M	-245.88K	-7.44%
Dec 31, 2023	MORGAN STANLEY	7.05%	5.74M	274.44M	-109.87K	-1.88%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.08%	6.59M	314.71M	-1.46M	-18.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	9.93%	8.09M	386.43M	591.19K	+7.89%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	12.88%	10.49M	501.37M	5.12M	+95.49%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	18.09%	14.73M	704.16M	-92.14K	-0.62%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.15%	123.1K	5.88M	-15.69K	-11.31%
Dec 31, 2023	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	0.15%	123.61K	5.91M	2.7K	+2.23%
Dec 31, 2023	GENTRUST, LLC	0.16%	129.02K	6.17M	39K	+43.32%
Dec 31, 2023	BRIO CONSULTANTS, LLC	0.16%	131.11K	6.27M	-1.39K	-1.05%
Dec 31, 2023	CHATHAM CAPITAL GROUP, INC.	0.16%	132.25K	6.32M	-17.03K	-11.41%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.17%	134.74K	6.4M	-39.85K	-22.82%
Dec 31, 2023	MARINER, LLC	0.17%	138.59K	6.62M	-13.55K	-8.91%
Dec 31, 2023	APELLA CAPITAL, LLC	0.17%	140.1K	6.7M	9.64K	+7.39%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.21%	168.21K	8.04M	-3K	-1.75%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.21%	170.97K	8.17M	-18.85K	-9.93%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	173.5K	8.29M	-16.4K	-8.64%
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	175.11K	8.37M	-22.61K	-11.44%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.39%	316.6K	15.13M	316.6K	+100.00%
Dec 31, 2023	ALTFEST L J & CO INC	0.24%	194.8K	9.31M	-236.46K	-54.83%
Dec 31, 2023	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.28%	229.79K	10.98M	31.92K	+16.13%
Dec 31, 2023	ROYAL BANK OF CANADA	0.28%	230.18K	11M	-121.95K	-34.63%
Dec 31, 2023	SYMMETRY PARTNERS, LLC	0.28%	231.29K	11.05M	5.17K	+2.29%
Dec 31, 2023	ASSETMARK, INC	0.28%	231.43K	11.06M	6.68K	+2.97%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.3%	243.39K	11.67M	72.41K	+42.35%
Dec 31, 2023		0.18%	145.41K	6.95M	145.41K	+100.00%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.34%	279.75K	13.37M	6.52K	+2.39%
Dec 31, 2023	CITIGROUP INC	0.35%	284.2K	13.58M	12.93K	+4.77%
Dec 31, 2023	CULLEN/FROST BANKERS, INC.	0.35%	289.14K	13.82M	169.58K	+141.84%
Dec 31, 2023	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.37%	297.66K	14.23M	-27.93K	-8.58%

Frequently Asked Questions