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

Who are the major shareholders selling iShares Russell 2500 ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in SMMD by -2.23% restricting it's holding to 91.16 thousand shares of worth nearly $8.35M. HERITAGE FAMILY OFFICES, LLP also lessened -40.97% of the SMMD shares from its portfolio, reducing its holding to 89.99 thousand shares of worth $8.25M. MORGAN STANLEY also shunned SMMD shares holding by -15.95% last quarter which brought its holding to 88.29 thousand shares worth $8.09M.

Investors who are buying SMMD stock?

As per its latest 13F filing, COLONY GROUP, LLC increased its stake in SMMD by 1.64% in the last quarter. The institutional holder raised its holding to 776.24 thousand shares having worth more than $71.13M. UBS GROUP AG also added 32.68% more shares of SMMD to its portfolio, raising its holding to 774.68 thousand shares of worth $70.98M. MARINER, LLC also increased its SMMD shares holding by 18.6% which brought its holding to 107.74 thousand shares worth $9.87M.

SMMD's major insiders: who are they?

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

Did an insider recently sell SMMD stock?

Company executives, directors, and other insiders own N/A percent of iShares Russell 2500 ETF's stock. Within the last six months, there have been 0 transaction(s) in which SMMD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SMMD stock?

There have been 0 transaction(s) during the past 6-months in which iShares Russell 2500 ETF insiders have bought stock, totalling 0 shares

How much of SMMD does insiders own?

Around 0 iShares Russell 2500 ETF shares are held by insiders, which represents about N/A of SMMD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SMMD?

COLONY GROUP, LLC is the largest institutional owner in SMMD which holds 776.24 thousand shares worth $71.13M or 1.94% of the total SMMD shares outstanding followed by UBS GROUP AG with ownership of 774.68 thousand shares representing 1.94% of the SMMD ownership. MARINER, LLC is the third largest stakeholder with 107.74 thousand shares or 0.29% of the ownership worth more than $9.87M.

Is iShares Russell 2500 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 SMMD is concerned, it is a stock which is optionable.

Is there a short position on SMMD's shares?

Number of SMMD 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 SMMD shares are there?

As of today, null shares of SMMD are outstanding.

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

SMMD 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 SMMD is null.

iShares Russell 2500 ETF (SMMD) 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. COLONY GROUP, LLC is the top corporate investor, holding 776.24K shares valued at $71.13M. A 1.94% stake in iShares Russell 2500 ETF is owned by the company. UBS GROUP AG owns 774.68K shares valued at $70.98M, which translates its holding of 1.94% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COLONY GROUP, LLC	1.94%	776.24K	71.13M	12.55K	+1.64%
Jun 30, 2026	UBS GROUP AG	1.94%	774.68K	70.98M	190.81K	+32.68%
Jun 30, 2026	MARINER, LLC	0.29%	107.74K	9.87M	16.9K	+18.60%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	107.57K	9.86M	18.12K	+20.25%
Jun 30, 2026	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.25%	92.21K	8.45M	4.24K	+4.82%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	91.16K	8.35M	-2.08K	-2.23%
Jun 30, 2026	HERITAGE FAMILY OFFICES, LLP	0.24%	89.99K	8.25M	-62.46K	-40.97%
Jun 30, 2026	MORGAN STANLEY	0.24%	88.29K	8.09M	-16.75K	-15.95%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.23%	87.04K	7.98M	87.04K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.2%	75.92K	6.96M	21.4K	+39.26%
Jun 30, 2026	HARBOR CAPITAL ADVISORS, INC.	0.38%	150.91K	13.83M	147.24K	+4,014.23%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	1.2%	480.2K	44M	65.79K	+15.87%
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0.34%	136.45K	12.5M	10.23K	+8.11%
Jun 30, 2026	ROYAL BANK OF CANADA	0.28%	111.7K	10.24M	76.24K	+214.93%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.64%	257.37K	23.58M	-14.39K	-5.30%
Jun 30, 2026	JPMORGAN CHASE & CO	0.94%	377.55K	34.38M	33.22K	+9.65%
Jun 30, 2026	IMA WEALTH, INC.	1.23%	491.51K	45.03M	491.51K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.38%	150.64K	13.8M	100.75K	+201.93%
Jun 30, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	3.76%	1.5M	137.87M	0	0
Jun 30, 2026	KENDALL CAPITAL MANAGEMENT	0.2%	73.61K	6.74M	-281.33K	-79.26%
Jun 30, 2026	JAMES J. BURNS & COMPANY, LLC	0.2%	73.21K	6.71M	-564	-0.76%
Jun 30, 2026	CX INSTITUTIONAL	0.19%	69.16K	6.34M	-549	-0.79%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	66.57K	6.1M	-5.21K	-7.26%
Jun 30, 2026	TREK FINANCIAL, LLC	0.17%	63.42K	5.81M	9.19K	+16.94%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	1.63%	650.97K	59.65M	-9.07K	-1.37%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	1.41%	562.62K	51.55M	22.28K	+4.12%
Jun 30, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.3%	519.3K	47.58M	16.96K	+3.38%
Jun 30, 2026	LPL FINANCIAL LLC	0.7%	281.07K	25.75M	66.28K	+30.86%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.31%	122.98K	11.27M	-170	-0.14%
Jun 30, 2026	CMH WEALTH MANAGEMENT LLC	0.32%	127.14K	11.65M	2.09K	+1.67%
Jun 30, 2026	SFAM, LLC	0.42%	169.32K	15.51M	-6.29K	-3.58%
Jun 30, 2026	CATALYST FINANCIAL PARTNERS LLC	0.43%	172.78K	15.83M	8.59K	+5.23%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.66%	264.67K	24.25M	-11.67K	-4.22%
Jun 30, 2026	DIESSLIN GROUP, INC.	0.88%	351K	32.16M	59.81K	+20.54%
Jun 30, 2026		0.45%	169.32K	15.51M	-6.29K	-3.58%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.68%	273.68K	25.08M	202.55K	+284.78%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.92%	367.95K	33.72M	290.58K	+375.55%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.47%	189.53K	17.37M	57.14K	+43.16%
Jun 30, 2026	BRIO CONSULTANTS, LLC	0.44%	176.44K	16.17M	3.39K	+1.96%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.88%	353.44K	32.39M	51.16K	+16.92%
Jun 30, 2026	ROGCO, LP	0.28%	112.17K	10.28M	1.05K	+0.95%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	160.34K	14.69M	-2.75K	-1.69%
Jun 30, 2026	SIGFIG WEALTH MANAGEMENT, LLC	0.44%	176.92K	16.11M	19.68K	+12.51%
Jun 30, 2026	RMB CAPITAL MANAGEMENT, LLC	0.51%	203.41K	18.64M	47.78K	+30.70%
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.28%	110.93K	10.16M	93.59K	+539.60%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	1.73%	690.73K	63.29M	-84.3K	-10.88%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.24%	496.89K	45.53M	51.82K	+11.64%
Jun 30, 2026	US BANCORP \DE\	0.96%	382.48K	35.05M	2.62K	+0.69%
Jun 30, 2026	BADGLEY PHELPS WEALTH MANAGERS, LLC	0.7%	279.5K	25.61M	279.5K	+100.00%
Jun 30, 2026	WESTWOOD HOLDINGS GROUP INC	0.69%	274.86K	25.19M	13.89K	+5.32%
Jun 30, 2026	CWA ASSET MANAGEMENT GROUP, LLC	0.51%	205.08K	18.79M	17.94K	+9.59%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.41%	162.75K	12.43M	-319	-0.20%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	0.36%	142.27K	13.04M	-1.19K	-0.83%
Jun 30, 2026	DIMENSION CAPITAL MANAGEMENT LLC	0.35%	140.44K	12.87M	136.78K	+3,731.95%
Jun 30, 2026	CONGRESS ASSET MANAGEMENT CO /MA	0.33%	133.72K	12.25M	-105.36K	-44.07%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.32%	128.16K	11.74M	31.82K	+33.03%
Jun 30, 2026	CERITY PARTNERS LLC	0.31%	122.89K	11.26M	90.96K	+284.83%
Jun 30, 2026	GLENMEDE TRUST CO NA	11.97%	4.79M	438.99M	377.33K	+8.55%
Jun 30, 2026	FIFTH THIRD BANCORP	8.69%	3.48M	318.88M	421.17K	+13.77%
Jun 30, 2026	BANK OF MONTREAL /CAN/	5.81%	2.32M	212.91M	593.34K	+34.29%
Jun 30, 2026	FMR LLC	2.7%	1.08M	99.2M	142.17K	+15.12%
Jun 30, 2026	CENTRAL TRUST CO	2.61%	1.05M	95.89M	96.78K	+10.19%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.4%	1.76M	161.31M	-355.57K	-16.80%
Jun 30, 2026	WELLINGTON MANAGEMENT GROUP LLP	2.71%	1.09M	99.44M	1.09M	+100.00%
Mar 31, 2026	SIGFIG WEALTH MANAGEMENT, LLC	0.39%	157.24K	12.01M	24.37K	+18.34%
Mar 31, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.25%	502.33K	38.39M	31.28K	+6.64%
Mar 31, 2026	JAMES J. BURNS & COMPANY, LLC	0.18%	73.78K	5.63M	-1.44K	-1.92%
Mar 31, 2026	FULLER & THALER ASSET MANAGEMENT, INC.	0.18%	74.45K	5.68M	52.84K	+244.48%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.25%	101.86K	7.78M	-52.49K	-34.01%
Mar 31, 2026	MORGAN STANLEY	0.26%	105.04K	8.02M	29.55K	+39.14%
Mar 31, 2026	ROGCO, LP	0.28%	111.11K	8.48M	111.11K	+100.00%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.31%	123.15K	9.4M	35K	+39.70%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	0.36%	143.46K	10.95M	2.38K	+1.69%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	0.39%	155.63K	11.88M	-6.55K	-4.04%
Mar 31, 2026	CATALYST FINANCIAL PARTNERS LLC	0.41%	164.19K	12.54M	35.94K	+28.02%
Mar 31, 2026	GLENMEDE TRUST CO NA	10.95%	4.41M	336.98M	475.97K	+12.09%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.75%	302.28K	23.08M	77.79K	+34.65%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.67%	271.76K	20.75M	11.81K	+4.54%
Mar 31, 2026	BRIO CONSULTANTS, LLC	0.43%	173.05K	14.89M	63.76K	+58.35%
Mar 31, 2026	CWA ASSET MANAGEMENT GROUP, LLC	0.46%	187.14K	14.29M	13.64K	+7.86%
Mar 31, 2026	CONGRESS ASSET MANAGEMENT CO /MA	0.59%	239.08K	18.25M	-1.09K	-0.46%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.19%	77.37K	5.91M	58.17K	+302.95%
Mar 31, 2026	WESTWOOD HOLDINGS GROUP INC	0.65%	260.97K	19.92M	58.91K	+29.15%
Mar 31, 2026	BANK OF MONTREAL /CAN/	4.29%	1.73M	132.1M	1.73M	+147,152.34%
Mar 31, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	3.73%	1.5M	114.88M	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	89.46K	6.83M	11.07K	+14.12%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	93.23K	7.12M	-12.45K	-11.78%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.24%	96.34K	7.36M	-485	-0.50%
Mar 31, 2026	HERITAGE FAMILY OFFICES, LLP	0.38%	152.44K	11.64M	-72.39K	-32.20%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.4%	163.07K	12.45M	-160.35K	-49.58%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.4%	163.09K	12.45M	-160.35K	-49.58%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.69%	276.34K	21.02M	68.62K	+33.04%
Mar 31, 2026	KENDALL CAPITAL MANAGEMENT	0.88%	354.94K	27.1M	2.08K	+0.59%
Mar 31, 2026	US BANCORP \DE\	0.94%	379.86K	29M	39K	+11.44%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	1.03%	414.41K	31.64M	-65.55K	-13.66%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.1%	445.06K	33.97M	88.12K	+24.69%
Mar 31, 2026	COLONY GROUP, LLC	1.89%	763.7K	58.31M	5.7K	+0.75%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	1.92%	775.03K	59.17M	-72.82K	-8.59%
Mar 31, 2026	FMR LLC	2.33%	940.39K	71.8M	63.26K	+7.21%
Mar 31, 2026	CENTRAL TRUST CO	2.36%	949.68K	72.51M	202.29K	+27.07%
Mar 31, 2026	WHITTIER TRUST CO	0.12%	38.97K	3.03M	23.5K	+151.94%
Mar 31, 2026	GUIDANCE CAPITAL, INC	0.13%	42.61K	3.67M	30.55K	+253.34%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.14%	45.65K	3.49M	736	+1.64%
Mar 31, 2026	JANE STREET GROUP, LLC	0.15%	47.74K	3.64M	7.59K	+18.91%
Mar 31, 2026	CARTESIAN GROWTH CORP	0.16%	51.41K	3.93M	15.75K	+44.17%
Mar 31, 2026	WORTHPOINTE, LLC	0.16%	51.84K	3.96M	35.48K	+216.86%
Mar 31, 2026	TREK FINANCIAL, LLC	0.17%	54.23K	4.14M	9.12K	+20.21%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.17%	54.52K	4.16M	7.46K	+15.85%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	0.2%	64.48K	4.92M	27.14K	+72.68%
Mar 31, 2026	CX INSTITUTIONAL	0.22%	69.71K	5.32M	2.71K	+4.04%
Mar 31, 2026	FIFTH THIRD BANCORP	7.59%	3.06M	233.55M	2.54M	+485.34%
Mar 31, 2026	UBS GROUP AG	1.45%	583.87K	44.58M	184.77K	+46.30%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.25%	2.12M	161.56M	-1.12M	-34.66%
Mar 31, 2026	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.22%	87.98K	6.72M	9.88K	+12.66%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.31%	126.21K	9.72M	16.43K	+14.96%
Mar 31, 2026	LPL FINANCIAL LLC	0.53%	214.79K	16.4M	32.42K	+17.78%
Mar 31, 2026		0.44%	175.61K	13.41M	-1.32K	-0.75%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.22%	71.13K	5.43M	-249.78K	-77.84%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	1.64%	660.04K	50.38M	15.05K	+2.33%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	1.34%	540.33K	41.25M	32.75K	+6.45%
Mar 31, 2026	JPMORGAN CHASE & CO	0.85%	344.33K	25.39M	258.46K	+300.97%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.33%	132.4K	10.11M	18.61K	+16.36%
Mar 31, 2026	CMH WEALTH MANAGEMENT LLC	0.31%	125.05K	9.55M	-1.2K	-0.95%
Mar 31, 2026	MARINER, LLC	0.23%	90.84K	6.94M	1.18K	+1.32%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	71.78K	5.48M	-6.48K	-8.28%
Dec 31, 2025	COLONY GROUP, LLC	2.75%	758K	56.8M	262.68K	+53.03%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	11.66%	3.24M	242.69M	2.32M	+253.45%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.81%	224.49K	16.82M	25.87K	+13.03%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.75%	207.72K	15.57M	-58.66K	-22.02%
Dec 31, 2025	GREAT LAKES ADVISORS, LLC	0.14%	38.61K	2.89M	35.57K	+1,170.16%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.14%	37.34K	2.8M	22.15K	+145.83%
Dec 31, 2025	GLENMEDE TRUST CO NA	14.17%	3.94M	295.09M	3.94M	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.15%	40.15K	3.01M	25.98K	+183.33%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.16%	44.91K	3.37M	1.45K	+3.33%
Dec 31, 2025	TREK FINANCIAL, LLC	0.16%	45.11K	3.38M	4.59K	+11.32%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.17%	47.06K	3.53M	4.63K	+10.92%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	78.39K	5.87M	13.43K	+20.68%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.32%	88.15K	6.61M	88.15K	+100.00%
Dec 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.4%	111.58K	8.36M	9.59K	+9.40%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.41%	113.78K	8.53M	58.42K	+105.54%
Dec 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.48%	132.87K	9.96M	22.38K	+20.25%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.51%	141.08K	10.57M	-1.42K	-1.00%
Dec 31, 2025	CITY NATIONAL BANK OF FLORIDA /MSD	0.54%	150.29K	11.26M	-19.28K	-11.37%
Dec 31, 2025	PALISADE CAPITAL MANAGEMENT, LP	0.55%	152.7K	11.44M	152.7K	+100.00%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.56%	154.35K	11.57M	35.93K	+30.34%
Dec 31, 2025		0.32%	88.06K	88.06K	88.06K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.66%	182.37K	13.67M	22.39K	+14.00%
Dec 31, 2025	BRIDGES INVESTMENT MANAGEMENT INC	0.67%	184.19K	13.8M	184.19K	+100.00%
Dec 31, 2025	WESTWOOD HOLDINGS GROUP INC	0.73%	202.06K	15.14M	97.55K	+93.33%
Dec 31, 2025	AMERICAN CAPITAL MANAGEMENT INC	0.28%	78.71K	5.9M	78.71K	+100.00%
Dec 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.86%	240.17K	18M	126.88K	+111.99%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.17%	323.42K	24.24M	-5.23K	-1.59%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.18%	323.44K	24.24M	-4.7K	-1.43%
Dec 31, 2025	US BANCORP \DE\	1.24%	340.86K	25.54M	25.44K	+8.06%
Dec 31, 2025	KENDALL CAPITAL MANAGEMENT	1.28%	352.86K	26.44M	21.56K	+6.51%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	2.34%	644.99K	48.34M	40.88K	+6.77%
Dec 31, 2025	FMR LLC	3.18%	877.13K	65.73M	151.12K	+20.81%
Dec 31, 2025	QP WEALTH MANAGEMENT, LLC	0.19%	51.18K	3.84B	51.18K	+100.00%
Dec 31, 2025	MARINER, LLC	0.33%	89.66K	6.72M	7.29K	+8.85%
Dec 31, 2025	BAMCO INC /NY/	0.19%	51.9K	3.89M	51.9K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.21%	57.9K	4.34B	57.9K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.21%	59.17K	4.43M	12.1K	+25.71%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.22%	60.04K	4.5M	-111	-0.18%
Dec 31, 2025	CX INSTITUTIONAL	0.24%	67K	5.02M	3.49K	+5.50%
Dec 31, 2025	SEPIO CAPITAL, LP	0.25%	67.36K	5.05M	67.36K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.27%	75.49K	5.66M	16.49K	+27.95%
Dec 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.27%	75.22K	5.64M	-1.51K	-1.97%
Dec 31, 2025	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.28%	78.09K	5.85M	3.72K	+5.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	78.27K	5.87M	-420	-0.53%
Dec 31, 2025	JPMORGAN CHASE & CO	0.31%	85.88K	6.44M	71.54K	+499.07%
Dec 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.63%	173.5K	13M	14.87K	+9.37%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.59%	162.18K	12.15M	62.25K	+62.29%
Dec 31, 2025	CATALYST FINANCIAL PARTNERS LLC	0.46%	128.26K	9.61M	33.11K	+34.80%
Dec 31, 2025	CMH WEALTH MANAGEMENT LLC	0.46%	126.25K	9.46M	-232	-0.18%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.4%	109.79K	8.23M	9.32K	+9.28%
Dec 31, 2025	BRIO CONSULTANTS, LLC	0.4%	109.28K	8.19M	-32.94K	-23.16%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	105.68K	7.92M	-2.81K	-2.59%
Dec 31, 2025	UBS GROUP AG	1.44%	399.1K	29.91M	41.6K	+11.64%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	356.94K	26.75M	164.55K	+85.53%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.16%	320.9K	24.05M	39.03K	+13.85%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.94%	259.95K	19.48M	9.54K	+3.81%
Dec 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	5.45%	1.5M	112.76M	0	0
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	3.09%	847.85K	63.54M	-67.81K	-7.41%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.14%	39.22K	2.96M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.35%	96.82K	7.26M	-1.57K	-1.60%
Dec 31, 2025	HERITAGE FAMILY OFFICES, LLP	0.82%	224.83K	16.85M	5.57K	+2.54%
Dec 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.71%	471.06K	35.3M	27.08K	+6.10%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	1.73%	479.96K	35.97M	292.97K	+156.67%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	1.84%	507.59K	38.04M	7.62K	+1.52%
Dec 31, 2025	FIFTH THIRD BANCORP	1.89%	522.59K	39.16M	365	+0.07%
Dec 31, 2025	CENTRAL TRUST CO	2.71%	747.39K	56.01M	54.28K	+7.83%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.41%	328.65K	24.23M	-10.5K	-3.10%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.19%	43.46K	3.2M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.93%	916.25K	67.56M	99.75K	+12.22%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	3.93%	915.65K	67.51M	-55.04K	-5.67%
Sep 30, 2025	FMR LLC	3.11%	726.01K	53.53M	116.36K	+19.09%
Sep 30, 2025	CENTRAL TRUST CO	2.97%	693.1K	51.1M	72.02K	+11.60%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	2.59%	604.11K	44.54M	59.5K	+10.93%
Sep 30, 2025	FIFTH THIRD BANCORP	2.24%	522.22K	38.5M	2.15K	+0.41%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	2.14%	499.96K	36.86M	-3.43K	-0.68%
Sep 30, 2025	COLONY GROUP, LLC	2.12%	495.31K	36.52M	3.87K	+0.79%
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.9%	443.97K	32.73M	328.1K	+283.15%
Sep 30, 2025	UBS GROUP AG	1.53%	357.5K	26.36M	34.19K	+10.58%
Sep 30, 2025	KENDALL CAPITAL MANAGEMENT	1.42%	331.3K	24.43M	20.8K	+6.70%
Sep 30, 2025	US BANCORP \DE\	1.35%	315.43K	23.26M	-10.6K	-3.25%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.21%	281.87K	20.71M	1.84K	+0.66%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.14%	266.38K	19.64M	9.86K	+3.84%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.08%	252.26K	18.6M	16.21K	+6.87%
Sep 30, 2025	HERITAGE FAMILY OFFICES, LLP	0.94%	219.27K	16.17M	-724	-0.33%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.85%	198.61K	14.64M	13.12K	+7.07%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	192.39K	14.18M	33.99K	+21.46%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.8%	186.99K	13.79M	-25.32K	-11.92%
Sep 30, 2025	CITY NATIONAL BANK OF FLORIDA /MSD	0.73%	169.57K	12.5M	-1.52K	-0.89%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.73%	169.57K	12.5M	-1.52K	-0.89%
Sep 30, 2025	LPL FINANCIAL LLC	0.69%	159.98K	11.79M	1.73K	+1.09%
Sep 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.68%	158.64K	11.7M	5.93K	+3.88%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.61%	142.5K	10.51M	3.65K	+2.63%
Sep 30, 2025	BRIO CONSULTANTS, LLC	0.61%	142.22K	10.49M	-26.82K	-15.86%
Sep 30, 2025	CMH WEALTH MANAGEMENT LLC	0.55%	126.49K	9.33M	-701	-0.55%
Sep 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.49%	113.29K	8.35M	55.6K	+96.39%
Sep 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.47%	110.5K	8.14M	15.45K	+16.25%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	108.49K	8M	-18.39K	-14.49%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	0.45%	104.51K	7.71M	104.51K	+100.00%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.44%	101.99K	7.52M	-42.96K	-29.64%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.43%	100.46K	7.43M	8.27K	+8.97%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.43%	99.93K	7.37M	48.55K	+94.48%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.42%	98.4K	7.25M	-15.01K	-13.23%
Sep 30, 2025	CATALYST FINANCIAL PARTNERS LLC	0.41%	95.15K	7.02M	6.97K	+7.90%
Sep 30, 2025	MARINER, LLC	0.35%	82.37K	6.07M	11.54K	+16.30%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	78.69K	5.8M	-147	-0.19%
Sep 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.33%	76.73K	5.66M	-1.14K	-1.46%
Sep 30, 2025	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.32%	74.37K	5.48M	3.34K	+4.71%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	64.95K	4.79M	-19	-0.03%
Sep 30, 2025	CX INSTITUTIONAL	0.27%	63.51K	4.68M	1.38K	+2.21%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.07%	250.41K	18.46M	70.36K	+39.08%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.51%	118.42K	8.73M	-2.6K	-2.15%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.26%	60.15K	4.43M	1.05K	+1.78%
Sep 30, 2025	MORGAN STANLEY	0.25%	59K	4.35M	-13.2K	-18.28%
Sep 30, 2025	TREK FINANCIAL, LLC	0.17%	40.53K	2.99M	4.61K	+12.83%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.17%	39.22K	2.89M	-65	-0.17%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.16%	36.62K	2.7M	14.41K	+64.84%
Sep 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.15%	35.45K	2.61M	-3.49K	-8.97%
Sep 30, 2025	CARTESIAN GROWTH CORP	0.14%	33.09K	2.44M	305	+0.93%
Sep 30, 2025	CENTERPOINT ADVISORS, LLC	0.13%	30.64K	2.26M	0	0
Sep 30, 2025	ALTMAN ADVISORS, INC.	0.1%	23.75K	340.74K	1.47K	+6.60%
Sep 30, 2025	CITIGROUP INC	0.1%	22.93K	1.69M	-2.6K	-10.17%
Sep 30, 2025	QUADRANT CAPITAL GROUP LLC	0.1%	22.83K	1.68M	-346	-1.49%
Sep 30, 2025	HF ADVISORY GROUP, LLC	0.08%	19.29K	1.42M	490	+2.61%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	14.6%	3.4M	251.03M	473.94K	+16.17%
Sep 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	6.45%	1.5M	110.94M	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	55.36K	4.08M	2.3K	+4.34%
Sep 30, 2025	ROYAL BANK OF CANADA	0.2%	47.07K	3.47M	-35.79K	-43.19%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.41%	328.14K	24.19M	-10.5K	-3.10%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	4.67%	970.69K	65.79M	-238.15K	-19.70%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	126.88K	8.6M	-5.29K	-4.00%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.63%	338.64K	22.95M	-16.18K	-4.56%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.44%	92.2K	6.25M	8.59K	+10.28%
Jun 30, 2025	CITY NATIONAL BANK OF FLORIDA /MSD	0.82%	171.09K	11.6M	29.21K	+20.59%
Jun 30, 2025	UBS GROUP AG	1.56%	323.31K	21.91M	46.9K	+16.97%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.24%	256.52K	17.39M	4.72K	+1.88%
Jun 30, 2025	KENDALL CAPITAL MANAGEMENT	1.49%	310.5K	21.05M	7.46K	+2.46%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.63%	339.15K	22.99M	-4.83K	-1.41%
Jun 30, 2025	US BANCORP \DE\	1.57%	326.02K	22.1M	-14.29K	-4.20%
Jun 30, 2025	FIFTH THIRD BANCORP	2.5%	520.07K	35.25M	-28.41K	-5.18%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.93%	816.5K	55.34M	10.76K	+1.34%
Jun 30, 2025	CMH WEALTH MANAGEMENT LLC	0.61%	127.19K	8.62M	-131.23K	-50.78%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	0.67%	138.85K	9.41M	6.41K	+4.84%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.7%	144.96K	9.83M	-58.03K	-28.59%
Jun 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.74%	152.71K	10.35M	9.79K	+6.85%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.82%	171.09K	11.6M	30.73K	+21.90%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.87%	180.05K	12.2M	116.16K	+181.80%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	46.17K	3.13M	1.12K	+2.47%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.25%	51.38K	3.48M	24.69K	+92.46%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.28%	57.69K	3.91M	-119.38K	-67.42%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.28%	59.1K	4.01M	56.91K	+2,596.08%
Jun 30, 2025	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.34%	71.03K	4.81M	11.29K	+18.90%
Jun 30, 2025		0.44%	92.2K	6.25M	8.59K	+10.28%
Jun 30, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.46%	95.05K	6.42M	25.55K	+36.77%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	2.91%	603.82K	40.93M	-89.81K	-12.95%
Jun 30, 2025	FMR LLC	2.94%	609.65K	41.32M	-143.32K	-19.03%
Jun 30, 2025	CENTRAL TRUST CO	2.99%	621.08K	42.1M	76.22K	+13.99%
Jun 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	7.24%	1.5M	101.99M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.35%	280.03K	18.97M	186.65K	+199.87%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	53.05K	3.6M	-2.21K	-4.00%
Jun 30, 2025	CX INSTITUTIONAL	0.3%	62.13K	4.21M	12.92K	+26.26%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	64.97K	4.4M	-9.03K	-12.20%
Jun 30, 2025	MARINER, LLC	0.34%	70.83K	4.8M	10.65K	+17.70%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	72.72K	4.93M	-40.64K	-35.85%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	113.4K	7.69M	-10.84K	-8.73%
Jun 30, 2025	LPL FINANCIAL LLC	0.76%	158.25K	10.73M	26.25K	+19.88%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.89%	185.49K	12.57M	-135.43K	-42.20%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	1.02%	212.31K	14.39M	-5.5K	-2.52%
Jun 30, 2025	HERITAGE FAMILY OFFICES, LLP	1.06%	219.99K	13.78M	-8	0.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.14%	236.04K	16M	19.35K	+8.93%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0.11%	23.17K	1.57M	-150	-0.64%
Jun 30, 2025	GREAT LAKES ADVISORS, LLC	0.12%	25.64K	1.74M	25.64K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.58%	121.02K	8.2M	517	+0.43%
Jun 30, 2025	CENTERPOINT ADVISORS, LLC	0.15%	30.64K	2.08M	30.64K	+100.00%
Jun 30, 2025	CARTESIAN GROWTH CORP	0.16%	32.79K	2.26M	26.94K	+461.13%
Jun 30, 2025	TREK FINANCIAL, LLC	0.17%	35.92K	2.43M	6.95K	+24.01%
Jun 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.19%	38.94K	2.64M	6.74K	+20.92%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.19%	39.28K	2.65M	878	+2.29%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	41.47K	2.81M	7.66K	+22.67%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.21%	43.46K	2.95M	29.88K	+219.90%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.76%	158.39K	10.74M	-25.59K	-13.91%
Jun 30, 2025	BRIO CONSULTANTS, LLC	0.81%	169.04K	11.46M	-22.7K	-11.84%
Jun 30, 2025	KLINGENSTEIN FIELDS & CO LP	0.11%	22.7K	1.54M	0	0
Jun 30, 2025	MORGAN STANLEY	0.35%	72.2K	4.89B	-47.05K	-39.46%
Jun 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.37%	77.87K	5.28M	8.45K	+12.17%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.38%	78.83K	5.34M	439	+0.56%
Jun 30, 2025	ROYAL BANK OF CANADA	0.4%	82.86K	5.62M	24.58K	+42.18%
Jun 30, 2025	CATALYST FINANCIAL PARTNERS LLC	0.42%	88.18K	5.98M	23.91K	+37.19%
Jun 30, 2025	COLONY GROUP, LLC	2.37%	491.44K	33.31M	86.86K	+21.47%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	2.42%	503.39K	34.12M	21.42K	+4.44%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	14.11%	2.93M	198.64M	2.93M	+100.00%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.56%	115.88K	7.85M	115.88K	+100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.32%	63.89K	4M	-20.05K	-23.88%
Mar 31, 2025	CITIGROUP INC	0.32%	64.23K	4.02M	37.66K	+141.72%
Mar 31, 2025	CATALYST FINANCIAL PARTNERS LLC	0.32%	64.28K	4.02M	14.11K	+28.12%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	0.66%	132.44K	8.28M	-31.39K	-19.16%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.7%	140.36K	8.78M	21.68K	+18.27%
Mar 31, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.88%	177.07K	11.07M	80.69K	+83.71%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.25%	251.79K	15.75M	-513.62K	-67.10%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	6.02%	1.21M	75.6M	-378.94K	-23.87%
Mar 31, 2025		0.42%	83.61K	5.1M	34.51K	+70.30%
Mar 31, 2025	BRIO CONSULTANTS, LLC	0.96%	191.74K	11.99M	-139.04K	-42.03%
Mar 31, 2025	MORGAN STANLEY	0.59%	119.25K	7.46M	68.76K	+136.19%
Mar 31, 2025	COLONY GROUP, LLC	2.02%	404.58K	25.3M	181.73K	+81.55%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	2.4%	481.97K	30.14M	12.59K	+2.68%
Mar 31, 2025	CENTRAL TRUST CO	2.72%	544.86K	34.08M	98.31K	+22.02%
Mar 31, 2025	FIFTH THIRD BANCORP	2.73%	548.48K	34.3M	-6.78K	-1.22%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	3.46%	693.64K	43.38M	58.11K	+9.14%
Mar 31, 2025	MARINER, LLC	0.3%	60.18K	3.76M	-2.68K	-4.26%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.02%	805.74K	50.39M	117.43K	+17.06%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.6%	120.5K	7.54M	-30.34K	-20.11%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.62%	124.25K	7.77M	-46.58K	-27.27%
Mar 31, 2025	LPL FINANCIAL LLC	0.66%	132K	8.26M	-7.47K	-5.36%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	132.16K	8.27M	-12.3K	-8.51%
Mar 31, 2025	GLENMEDE TRUST CO NA	11.27%	2.26M	141.48M	513.5K	+29.37%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.6%	120.5K	7.54M	-30.34K	-20.11%
Mar 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.35%	69.42K	4.34M	-2.02K	-2.82%
Mar 31, 2025	SIGFIG WEALTH MANAGEMENT, LLC	0.35%	69.5K	4.35M	17.36K	+33.29%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.37%	74.01K	4.63M	-1.71K	-2.26%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	183.98K	11.51M	18.28K	+11.03%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.08%	216.69K	13.55M	7.84K	+3.75%
Mar 31, 2025	KENDALL CAPITAL MANAGEMENT	1.51%	303.04K	18.95M	10.24K	+3.50%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.6%	320.92K	20.07M	-39.9K	-11.06%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.71%	343.99K	21.51M	-1.2K	-0.35%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	1.09%	217.8K	13.62M	-4.94K	-2.22%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	45.05K	2.82M	6.97K	+18.30%
Mar 31, 2025	HERITAGE FAMILY OFFICES, LLP	1.1%	220K	13.76M	29.43K	+15.45%
Mar 31, 2025	CMH WEALTH MANAGEMENT LLC	1.29%	258.42K	16.16M	-464	-0.18%
Mar 31, 2025	UBS GROUP AG	1.38%	276.41K	17.29M	28.41K	+11.46%
Mar 31, 2025	CX INSTITUTIONAL	0.25%	49.21K	3.08M	15.75K	+47.09%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	55.26K	3.46M	1.06K	+1.96%
Mar 31, 2025	ROYAL BANK OF CANADA	0.29%	58.27K	3.64M	6.22K	+11.96%
Mar 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.71%	142.92K	8.94M	4.83K	+3.50%
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	1.01%	202.99K	12.7M	202.99K	+100.00%
Mar 31, 2025	US BANCORP \DE\	1.7%	340.32K	21.28M	-12.61K	-3.57%
Mar 31, 2025	FMR LLC	3.75%	752.96K	47.09M	-119.38K	-13.68%
Mar 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	7.5%	1.5M	94.1M	140.67K	+10.31%
Mar 31, 2025	JANE STREET GROUP, LLC	0.38%	77.01K	4.82M	71.46K	+1,288.23%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.39%	78.4K	4.9M	-3.28K	-4.02%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	93.38K	5.84M	14.37K	+18.19%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.56%	113.37K	7.09M	104.65K	+1,201.10%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.77%	354.82K	22.19M	354.82K	+100.00%
Mar 31, 2025	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.3%	59.74K	3.74M	-11.43K	-16.06%

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