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

Who are the major shareholders selling VanEck Low Carbon Energy ETF stock?

FARTHER FINANCE ADVISORS, LLC, in the last quarter, reduced its stake in SMOG by -25.25% restricting it's holding to 450 shares of worth nearly $65.74K. HAMRICK INVESTMENT COUNSEL, LLC also lessened -11.9% of the SMOG shares from its portfolio, reducing its holding to 555 shares of worth $81.08K. UBS GROUP AG also shunned SMOG shares holding by -13.05% last quarter which brought its holding to 8.56 thousand shares worth $1.25M.

Investors who are buying SMOG stock?

As per its latest 13F filing, FIRST BANCORP, INC /ME/ increased its stake in SMOG by 100% in the last quarter. The institutional holder raised its holding to 683 shares having worth more than $99.78K. ENVESTNET ASSET MANAGEMENT INC also added 100% more shares of SMOG to its portfolio, raising its holding to 1.5 thousand shares of worth $219.36K. NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC also increased its SMOG shares holding by 100% which brought its holding to 1.61 thousand shares worth $234.49K.

SMOG's major insiders: who are they?

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

Did an insider recently sell SMOG stock?

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

Which insider recently purchased SMOG stock?

There have been 0 transaction(s) during the past 6-months in which VanEck Low Carbon Energy ETF insiders have bought stock, totalling 0 shares

How much of SMOG does insiders own?

Around 0 VanEck Low Carbon Energy ETF shares are held by insiders, which represents about N/A of SMOG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SMOG?

FIFTH THIRD BANCORP is the largest institutional owner in SMOG which holds 166 shares worth $24.25K or 0.02% of the total SMOG shares outstanding followed by PRIVATE TRUST CO NA with ownership of 178 shares representing 0.02% of the SMOG ownership. WESTFULLER ADVISORS, LLC is the third largest stakeholder with 212 shares or 0.02% of the ownership worth more than $31.02K.

Is VanEck Low Carbon Energy 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 SMOG is concerned, it is a stock which is optionable.

Is there a short position on SMOG's shares?

Number of SMOG 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 SMOG shares are there?

As of today, null shares of SMOG are outstanding.

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

SMOG 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 SMOG is null.

VanEck Low Carbon Energy ETF (SMOG) 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. FIFTH THIRD BANCORP is the top corporate investor, holding 166 shares valued at $24.25K. A 0.02% stake in VanEck Low Carbon Energy ETF is owned by the company. PRIVATE TRUST CO NA owns 178 shares valued at $26.01K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FIFTH THIRD BANCORP	0.02%	166	24.25K	0	0
Jun 30, 2026	PRIVATE TRUST CO NA	0.02%	178	26.01K	0	0
Jun 30, 2026	WESTFULLER ADVISORS, LLC	0.02%	212	31.02K	0	0
Jun 30, 2026	FMR LLC	0.03%	365	53.26K	0	0
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.03%	366	53.44K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.04%	450	65.74K	-152	-25.25%
Jun 30, 2026	MCMILLAN OFFICE, INC.	0.01%	105	15.34K	0	0
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.08%	850	124.18K	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	1.04K	152.53K	0	0
Jun 30, 2026	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.04%	465	67.94K	0	0
Jun 30, 2026	HAMRICK INVESTMENT COUNSEL, LLC	0.05%	555	81.08K	-75	-11.90%
Jun 30, 2026	HOWE & RUSLING INC	0.05%	563	82.25K	0	0
Jun 30, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.05%	583	85.16K	0	0
Jun 30, 2026	FIRST BANCORP, INC /ME/	0.06%	683	99.78K	683	+100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.08%	805	117.61K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.14%	1.5K	219.36K	1.5K	+100.00%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.15%	1.61K	234.49K	1.61K	+100.00%
Jun 30, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	0.16%	1.65K	241.65K	105	+6.78%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.43%	4.57K	667.72K	1.89K	+70.27%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.03%	339	49.58K	0	0
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.44%	4.72K	689.43K	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	4.89K	689.67K	0	0
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.58%	6.12K	859.25K	1.98K	+47.79%
Jun 30, 2026	BRYN MAWR TRUST CO	0.01%	110	16.07K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	1.7K	248.37K	1.7K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.81%	8.56K	1.25M	-1.28K	-13.05%
Jun 30, 2026	COLONY GROUP, LLC	0.89%	9.41K	1.37M	0	0
Jun 30, 2026	PALISADES HUDSON ASSET MANAGEMENT, L.P.	1.33%	14.14K	2.07M	-1.23K	-8.02%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.65%	6.86K	1M	-260	-3.65%
Jun 30, 2026	JNBA FINANCIAL ADVISORS	0.68%	7.22K	1.06M	-70	-0.96%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.89%	9.49K	1.39M	2.37K	+33.31%
Jun 30, 2026	LPL FINANCIAL LLC	1.14%	12.16K	1.78M	330	+2.79%
Jun 30, 2026	PIONEER FAMILY OFFICE, LLC	0.01%	145	21.18K	0	0
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.76%	8.08K	1.18M	-35	-0.43%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.68%	17.83K	2.6M	-1.24K	-6.51%
Jun 30, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	1.93K	281.24K	0	0
Jun 30, 2026	PRISM ADVISORS, INC.	0.14%	1.45K	211.11K	-13	-0.89%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.16%	1.72K	251.15K	0	0
Jun 30, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.18%	1.96K	285.77K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.41%	4.38K	639K	-356	-7.52%
Jun 30, 2026	GTS SECURITIES LLC	0.57%	6.07K	887.25K	-2.24K	-26.96%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	3.2%	33.98K	4.96M	212	+0.63%
Jun 30, 2026	MORGAN STANLEY	2.92%	31.04K	4.54M	2.95K	+10.48%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.33%	24.76K	3.62M	24.76K	+100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	1.21%	12.9K	1.89M	-1.05K	-7.55%
Jun 30, 2026	MARINER, LLC	0.37%	3.9K	569.19K	-20	-0.51%
Jun 30, 2026	JANE STREET GROUP, LLC	0.33%	3.53K	515.58K	1.69K	+92.11%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	2.95K	430.52K	-29	-0.97%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	2.85K	416.69K	1.45K	+103.64%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	2.17K	317.62K	0	0
Mar 31, 2026	MCMILLAN OFFICE, INC.	0.01%	105	14.57K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	1.4K	194.2K	-1.12K	-44.44%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	1.04K	144.87K	41	+4.09%
Mar 31, 2026	COLONY GROUP, LLC	0.89%	9.41K	1.31M	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	1.31%	13.96K	1.94M	3.84K	+37.99%
Mar 31, 2026	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.04%	465	64.52K	465	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.06%	602	83.73K	152	+33.78%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.08%	850	117.95K	0	0
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	3.18%	33.77K	4.69M	-699	-2.03%
Mar 31, 2026	WESTFULLER ADVISORS, LLC	0.02%	212	29.46K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.67%	7.12K	988.05K	-136	-1.87%
Mar 31, 2026	LPL FINANCIAL LLC	1.11%	11.83K	1.64M	-316	-2.60%
Mar 31, 2026	PRISM ADVISORS, INC.	0.14%	1.46K	202.31K	1.46K	+100.00%
Mar 31, 2026	PALISADES HUDSON ASSET MANAGEMENT, L.P.	1.45%	15.38K	2.13M	0	0
Mar 31, 2026	MORGAN STANLEY	2.64%	28.1K	3.9M	-1.25K	-4.24%
Mar 31, 2026	PIONEER FAMILY OFFICE, LLC	0.01%	145	20.12K	0	0
Mar 31, 2026	HAMRICK INVESTMENT COUNSEL, LLC	0.06%	630	87.42K	0	0
Mar 31, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	0.15%	1.55K	214.94K	-383	-19.82%
Mar 31, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	1.93K	267.11K	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.39%	4.14K	549.61K	1.92K	+86.20%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.44%	4.72K	654.8K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.45%	4.74K	657K	-132	-2.71%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	100	13.88K	0	0
Mar 31, 2026		0.01%	105	14.57K	0	0
Mar 31, 2026	GTS SECURITIES LLC	0.78%	8.32K	1.15M	3.96K	+90.89%
Mar 31, 2026	MARINER, LLC	0.37%	3.92K	543.38K	-6	-0.15%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.16%	1.72K	238.55K	100	+6.17%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.08%	805	111.7K	0	0
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.05%	583	80.88K	-44	-7.02%
Mar 31, 2026	FMR LLC	0.03%	365	50.58K	-45	-10.98%
Mar 31, 2026	FIFTH THIRD BANCORP	0.02%	166	23.03K	0	0
Mar 31, 2026	JNBA FINANCIAL ADVISORS	0.69%	7.29K	1.01M	325	+4.66%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.03%	339	47.09K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.03%	366	50.75K	0	0
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.8%	19.07K	2.65M	-884	-4.43%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	4.89K	680.7K	0	0
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.76%	8.12K	1.13M	0	0
Mar 31, 2026	UBS GROUP AG	0.93%	9.84K	1.37M	-404	-3.94%
Mar 31, 2026	KIKER WEALTH MANAGEMENT, LLC	0%	52	7.22K	52	+100.00%
Mar 31, 2026	COMMUNITY FINANCIAL SERVICES GROUP, LLC	0.01%	85	11.82K	85	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.01%	100	13.88K	100	+100.00%
Mar 31, 2026	BRYN MAWR TRUST CO	0.01%	110	15.26K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.02%	178	24.7K	0	0
Mar 31, 2026	HOWE & RUSLING INC	0.05%	563	78.12K	0	0
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.18%	1.96K	271.41K	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	2.17K	301.66K	8	+0.37%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.25%	2.68K	372.4K	-4	-0.15%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	2.98K	412.93K	97	+3.37%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.67%	7.12K	987.5K	1.54K	+27.70%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-178	-100.00%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0%	0	-	-85	-100.00%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0%	0	-	-36	-100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0%	0	-	-1.94K	-100.00%
Mar 31, 2026	ASSETMARK, INC	0%	2	278	0	0
Mar 31, 2026	HOLLENCREST CAPITAL MANAGEMENT	0%	8	1.1K	0	0
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	12	1.67K	0	0
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0%	16	2.22K	16	+100.00%
Mar 31, 2026	HHM WEALTH ADVISORS, LLC	0%	34	4.72K	34	+100.00%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	43	5.97K	43	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.17%	1.84K	254.9K	-13.27K	-87.84%
Mar 31, 2026	CWM, LLC	0.18%	1.87K	259.51K	0	0
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	8	1.03K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	450	58.33K	0	0
Dec 31, 2025	ASSETMARK, INC	0%	2	259	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-78	-100.00%
Dec 31, 2025	COMERICA BANK	0%	0	-	-404	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-1.75K	-100.00%
Dec 31, 2025	KEENER FINANCIAL PLANNING LLC	0%	0	-	-50	-100.00%
Dec 31, 2025	KIKER WEALTH MANAGEMENT, LLC	0%	0	-	-52	-100.00%
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.07%	627	81.26K	627	+100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	3.77%	34.46K	4.47M	-839	-2.38%
Dec 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.2%	1.93K	250.44K	-7	-0.36%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.08%	805	104.35K	-100	-11.05%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.17%	1.62K	209.64K	750	+86.11%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	1.94K	251.99K	0	0
Dec 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.21%	1.93K	249.53K	0	0
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.21%	1.96K	253.55K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	2.17K	280.77K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	2.22K	288.27K	15	+0.68%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	2.52K	326.63K	-5	-0.20%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	2.69K	348.38K	-275	-9.28%
Dec 31, 2025	MARINER, LLC	0.41%	3.92K	508.39K	1.05K	+36.46%
Dec 31, 2025	GTS SECURITIES LLC	0.45%	4.36K	564.65K	-7.71K	-63.90%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.49%	4.72K	611.7K	-7	-0.15%
Dec 31, 2025	ROYAL BANK OF CANADA	0.5%	4.87K	630K	75	+1.56%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.53%	5.14K	666.4K	-4.13K	-44.54%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.53%	4.89K	650.74K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.58%	5.57K	722.39K	1.25K	+29.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.74%	7.26K	940.6K	9	+0.12%
Dec 31, 2025	JNBA FINANCIAL ADVISORS	0.76%	6.97K	903.35K	28	+0.40%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.84%	8.12K	1.05M	0	0
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.05%	10.11K	1.31M	10.11K	+100.00%
Dec 31, 2025	UBS GROUP AG	1.06%	10.24K	1.33M	1.11K	+12.12%
Dec 31, 2025	JANE STREET GROUP, LLC	1.65%	15.11K	1.96M	6.71K	+79.92%
Dec 31, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	1.68%	15.38K	1.99M	-113	-0.73%
Dec 31, 2025	MORGAN STANLEY	3.04%	29.34K	3.8M	1.36K	+4.85%
Dec 31, 2025	CWM, LLC	0.19%	1.87K	242K	0	0
Dec 31, 2025		0.01%	105	13.61K	105	+100.00%
Dec 31, 2025	RANSOM ADVISORY, LTD	0.01%	100	12.96K	100	+100.00%
Dec 31, 2025	BRYN MAWR TRUST CO	0.01%	110	14.26K	0	0
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.01%	116	15.04K	116	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	178	23.07K	178	+100.00%
Dec 31, 2025	PRIVATE TRUST CO NA	0.02%	178	23.07K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.04%	339	43.99K	5	+1.50%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.04%	366	47.41K	-499	-57.69%
Dec 31, 2025	FMR LLC	0.04%	410	53.16K	-476	-53.72%
Dec 31, 2025	HOWE & RUSLING INC	0.06%	563	72.98K	0	0
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.09%	850	110.18K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	1K	130.01K	24	+2.45%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	2.88K	373.17K	41	+1.44%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.09%	19.96K	2.59M	-1.36K	-6.39%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	40	5.19K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	1.27%	12.15K	1.57M	-65	-0.53%
Dec 31, 2025	WESTFULLER ADVISORS, LLC	0.02%	212	27.52K	3	+1.44%
Dec 31, 2025	FIFTH THIRD BANCORP	0.02%	166	21.52K	0	0
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	100	12.96K	0	0
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.01%	85	11K	0	0
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0%	36	4.68K	0	0
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	12	1.56K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.97%	9.41K	1.22M	496	+5.57%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	12	1.53K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.16%	21.32K	2.71M	-194	-0.90%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.48%	4.73K	600.49K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.44%	4.32K	548.9K	-22	-0.51%
Sep 30, 2025	MARINER, LLC	0.29%	2.87K	365.17K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	2.84K	361K	391	+15.98%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	2.53K	315.18K	58	+2.35%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	2.21K	276.62K	565	+34.37%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	2.17K	275.21K	0	0
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.2%	1.96K	248.53K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	1.94K	247.01K	-185	-8.69%
Sep 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.19%	1.93K	244.59K	0	0
Sep 30, 2025	CWM, LLC	0.19%	1.87K	238K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.18%	1.75K	221.72K	1.75K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	979	124.39K	979	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.09%	905	114.99K	100	+12.42%
Sep 30, 2025	FMR LLC	0.09%	886	112.58K	565	+176.01%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.09%	871	110.46K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	865	109.92K	505	+140.28%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.09%	850	108K	850	+100.00%
Sep 30, 2025	HOWE & RUSLING INC	0.06%	563	71.54K	0	0
Sep 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0.01%	52	6.61K	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	36	4.59K	0	0
Sep 30, 2025	BRYN MAWR TRUST CO	0.01%	110	13.98K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	100	12.71K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	78	9.91K	0	0
Sep 30, 2025	ASSETMARK, INC	0%	2	254	0	0
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-20	-100.00%
Sep 30, 2025	KEENER FINANCIAL PLANNING LLC	0.01%	50	6K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	40	5.08K	0	0
Sep 30, 2025	MORGAN STANLEY	2.83%	27.99K	3.56M	2.49K	+9.75%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.01%	85	11K	0	0
Sep 30, 2025	FIFTH THIRD BANCORP	0.02%	166	21.09K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	178	22.62K	0	0
Sep 30, 2025	WESTFULLER ADVISORS, LLC	0.02%	209	26.57K	209	+100.00%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.03%	334	42.46K	0	0
Sep 30, 2025	COMERICA BANK	0.04%	404	51.33K	-3	-0.74%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	450	57.18K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.49%	4.79K	610K	-641	-11.80%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.5%	4.89K	633.13K	-100	-2.00%
Sep 30, 2025	JNBA FINANCIAL ADVISORS	0.7%	6.94K	881.92K	464	+7.16%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.73%	7.25K	920.96K	50	+0.69%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.82%	8.12K	1.03M	-434	-5.07%
Sep 30, 2025	JANE STREET GROUP, LLC	0.86%	8.4K	1.07M	-9.77K	-53.78%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.94%	9.27K	1.18M	-7.46K	-44.60%
Sep 30, 2025	GTS SECURITIES LLC	1.22%	12.07K	1.53M	2.2K	+22.29%
Sep 30, 2025	LPL FINANCIAL LLC	1.24%	12.22K	1.55M	317	+2.66%
Sep 30, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	1.57%	15.49K	1.97M	-40	-0.26%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	3.57%	35.3K	4.49M	-3.58K	-9.21%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-15	-100.00%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-20	-100.00%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	0	-	-137	-100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.9%	8.91K	1.13M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	2.96K	376.46K	-16	-0.54%
Sep 30, 2025	UBS GROUP AG	0.92%	9.14K	1.16M	-5.71K	-38.45%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.2%	1.94K	246.37K	-325	-14.36%
Sep 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0%	0	-	-3.32K	-100.00%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	8	989	0	0
Jun 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.19%	1.96K	215.11K	-250	-11.33%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	2.24%	23.46K	2.58M	-2.04K	-8.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	4.99K	567.67K	-45	-0.89%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	2.45K	269K	84	+3.55%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	20	2.2K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.45%	4.73K	519.73K	-1.73K	-26.75%
Jun 30, 2025	FIFTH THIRD BANCORP	0.02%	166	18.26K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	360	39.61K	0	0
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.03%	334	36.75K	0	0
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	100	11K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	40	4.4K	40	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	178	19.58K	0	0
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	3.72%	38.89K	4.28M	-553	-1.40%
Jun 30, 2025	MORGAN STANLEY	2.44%	25.5K	2.8B	-464	-1.79%
Jun 30, 2025	BRYN MAWR TRUST CO	0.01%	110	12.1K	0	0
Jun 30, 2025		0.01%	52	5.72K	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0%	36	3.97K	0	0
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0%	8	856	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	450	49.49K	0	0
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	137	15.07K	0	0
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.01%	85	9K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	78	8.58K	0	0
Jun 30, 2025	KEENER FINANCIAL PLANNING LLC	0%	50	5K	0	0
Jun 30, 2025	FMR LLC	0.03%	321	35.32K	191	+146.92%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	32	3.52K	-459	-93.48%
Jun 30, 2025	GTS SECURITIES LLC	0.94%	9.87K	1.08M	2.32K	+30.73%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	15	1.65K	15	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	12	1.32K	-2	-14.29%
Jun 30, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0%	6	660	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	4	440	4	+100.00%
Jun 30, 2025	ASSETMARK, INC	0%	2	220	-151	-98.69%
Jun 30, 2025	COLONY GROUP, LLC	0.85%	8.91K	979.96K	485	+5.76%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.82%	8.55K	940.48K	-99	-1.14%
Jun 30, 2025	JNBA FINANCIAL ADVISORS	0.62%	6.48K	712.29K	88	+1.38%
Jun 30, 2025	ROYAL BANK OF CANADA	0.52%	5.43K	597K	-213	-3.77%
Jun 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.32%	3.32K	365.11K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	2.98K	327.59K	-253	-7.83%
Jun 30, 2025	MARINER, LLC	0.27%	2.87K	316.06K	0	0
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.22%	2.26K	248.98K	283	+14.29%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	2.17K	238.2K	0	0
Jun 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	1.93K	211.7K	1.93K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.16%	1.64K	180.66K	31	+1.92%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.08%	871	95.57K	0	0
Jun 30, 2025	HOWE & RUSLING INC	0.05%	563	61.92K	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.06%	21.51K	2.37M	236	+1.11%
Jun 30, 2025	JANE STREET GROUP, LLC	1.74%	18.17K	2M	-4.48K	-19.79%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.6%	16.73K	1.84M	-1.39K	-7.68%
Jun 30, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	1.49%	15.53K	1.71M	5.32K	+52.08%
Jun 30, 2025	UBS GROUP AG	1.42%	14.84K	1.63M	2K	+15.59%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.21%	12.62K	1.39M	-2.4K	-16.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.2%	2.13K	234.13K	0	0
Jun 30, 2025	CWM, LLC	0.18%	1.87K	206K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.08%	805	88.53K	-241	-23.04%
Jun 30, 2025	COMERICA BANK	0.04%	407	44.76K	-80	-16.43%
Jun 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0.01%	52	5.72K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	1.14%	11.9K	1.31M	-552	-4.43%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.69%	7.2K	791.45K	-377	-4.98%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.42%	4.34K	477.49K	-142	-3.17%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	2.47K	271.67K	-1.73K	-41.18%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	4.19K	424.32K	-708	-14.44%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.49%	5.04K	509.35K	45	+0.90%
Mar 31, 2025	ROYAL BANK OF CANADA	0.55%	5.65K	572K	-1.44K	-20.30%
Mar 31, 2025	GTS SECURITIES LLC	0.74%	7.55K	762.99K	7.55K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.74%	7.57K	765.67K	-304	-3.86%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	137	13.85K	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	2.17K	218.98K	0	0
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.63%	6.45K	652.28K	-483	-6.96%
Mar 31, 2025	PALISADES HUDSON ASSET MANAGEMENT, L.P.	1%	10.21K	1.03M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	1.22%	12.45K	1.26M	-447	-3.47%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.08%	21.28K	2.15M	2.46K	+13.05%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	3.86%	39.44K	3.99M	-872	-2.16%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	491	49.64K	-4.5K	-90.17%
Mar 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.22%	2.21K	223.02K	-545	-19.81%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	2.36K	239K	-416	-14.97%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	3.23K	326.73K	-274	-7.82%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.44%	4.48K	453.28K	-216	-4.60%
Mar 31, 2025	JNBA FINANCIAL ADVISORS	0.62%	6.39K	645.92K	93	+1.48%
Mar 31, 2025	UBS GROUP AG	1.26%	12.84K	1.3M	1.63K	+14.50%
Mar 31, 2025	LINDBROOK CAPITAL, LLC	0.01%	55	5.56K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	78	7.7K	0	0
Mar 31, 2025	HOWE & RUSLING INC	0.06%	563	56.92K	0	0
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.01%	85	9K	85	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	1.47%	15.02K	1.52M	4.2K	+38.80%
Mar 31, 2025	KEENER FINANCIAL PLANNING LLC	0%	50	5K	0	0
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	100	10.11K	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.09%	871	87.68K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.1%	1.05K	105.75K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.16%	1.61K	163.95K	717	+80.02%
Mar 31, 2025	CWM, LLC	0.18%	1.87K	189K	0	0
Mar 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.19%	1.98K	200.28K	-125	-5.94%
Mar 31, 2025	COLONY GROUP, LLC	0.82%	8.43K	851.85K	0	0
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.85%	8.65K	874.6K	0	0
Mar 31, 2025		0.01%	52	5.26K	0	0
Mar 31, 2025	BRYN MAWR TRUST CO	0.01%	110	11.12K	0	0
Mar 31, 2025	FMR LLC	0.01%	130	13.18K	-39	-23.08%
Mar 31, 2025	FIFTH THIRD BANCORP	0.02%	166	16.78K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.77%	18.12K	1.83M	-1.24K	-6.40%
Mar 31, 2025	JANE STREET GROUP, LLC	2.21%	22.65K	2.29M	2.79K	+14.02%
Mar 31, 2025	PRIVATE TRUST CO NA	0.02%	178	18K	0	0
Mar 31, 2025	ASSETMARK, INC	0.02%	153	15.47K	-317	-67.45%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.03%	334	33.78K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.04%	360	36.42K	0	0
Mar 31, 2025	MONEY DESIGN CO.,LTD.	2.49%	25.5K	2.58M	-2.29K	-8.24%
Mar 31, 2025	MORGAN STANLEY	2.54%	25.96K	2.62M	-1.13K	-4.16%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0%	36	3.65K	0	0
Mar 31, 2025	MARINER, LLC	0.28%	2.87K	290.56K	0	0
Mar 31, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.32%	3.32K	335.65K	-500	-13.09%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	450	45.72K	0	0
Mar 31, 2025	COMERICA BANK	0.05%	487	49.24K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.21%	2.13K	215.24K	0	0
Mar 31, 2024	MONEY DESIGN CO.,LTD.	3.35%	43.87K	4.31M	-495	-1.12%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.01%	78	7.67K	0	0
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.68%	8.9K	875.44K	0	0
Mar 31, 2024		0.84%	11K	1.08M	11K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.91%	13.17K	1.29M	1.24K	+10.35%
Mar 31, 2024	UBS GROUP AG	0.99%	14.27K	1.4M	115	+0.81%
Mar 31, 2024	LPL FINANCIAL LLC	1.05%	15.25K	1.5M	-2.03K	-11.74%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.19%	17.22K	1.69M	1.43K	+9.06%
Mar 31, 2024	MORGAN STANLEY	1.59%	22.91K	2.25M	76	+0.33%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	3.22%	42.12K	4.14M	517	+1.24%
Mar 31, 2024	FMR LLC	0.01%	129	12.72K	12	+10.26%
Mar 31, 2024	ATLAS PRIVATE WEALTH MANAGEMENT	0.62%	8.08K	794.03K	0	0
Mar 31, 2024	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.67%	8.83K	868K	1.38K	+18.44%
Mar 31, 2024	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0%	6	590	0	0
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0%	8	753	0	0
Mar 31, 2024	DUNCKER STREETT & CO INC	0%	13	1.28K	0	0
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	14	1.38K	14	+100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0%	34	3K	-25	-42.37%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0%	36	3.5K	0	0
Mar 31, 2024	KEENER FINANCIAL PLANNING LLC	0%	50	5K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	52	5.08K	0	0
Mar 31, 2024	BRAY CAPITAL ADVISORS	0%	52	5.11K	52	+100.00%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	55	5.41K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	100	9.83K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	97	9.54K	0	0
Mar 31, 2024	FINTRUST CAPITAL ADVISORS, LLC	0.01%	100	9.83K	0	0
Mar 31, 2024	LAUREL WEALTH ADVISORS LLC	0.01%	110	10.82K	0	0
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	137	13.47K	0	0
Mar 31, 2024	FIFTH THIRD BANCORP	0.01%	166	16.32K	0	0
Mar 31, 2024	PRIVATE TRUST CO NA	0.01%	178	17.5K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.02%	329	32.34K	-100	-23.31%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	390	38.34K	390	+100.00%
Mar 31, 2024	COMERICA BANK	0.03%	487	47.88K	0	0
Mar 31, 2024	US BANCORP \DE\	0.03%	493	48.47K	-57	-10.36%
Mar 31, 2024	HOWE & RUSLING INC	0.04%	563	55.36K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.07%	871	87.61K	-145	-14.27%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.08%	1.05K	104.19K	205	+24.38%
Mar 31, 2024	JNBA FINANCIAL ADVISORS	0.12%	1.52K	149.45K	-638	-29.56%
Mar 31, 2024	CWM, LLC	0.14%	1.87K	184K	1.87K	+37,300.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	2.1K	206.47K	-1.5K	-41.67%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.15%	2.17K	213.55K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.16%	2.35K	230.96K	540	+29.85%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.17%	2.17K	212.96K	0	0
Mar 31, 2024	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	2.3K	225.74K	250	+12.22%
Mar 31, 2024	MARINER, LLC	0.22%	2.94K	288.57K	61	+2.12%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	3.2K	314K	3.2K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.26%	3.77K	370.96K	-1.26K	-25.03%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.27%	3.91K	384.68K	10	+0.26%
Mar 31, 2024	FLPUTNAM INVESTMENT MANAGEMENT CO	0.28%	3.7K	363.98K	-267	-6.73%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.29%	3.82K	375.58K	0	0
Mar 31, 2024	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.3%	3.89K	382.56K	-2K	-33.95%
Mar 31, 2024	ROYAL BANK OF CANADA	0.43%	6.2K	608K	-264	-4.09%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	6.24K	613.91K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	7.14K	702K	-440	-5.81%
Mar 31, 2024	ASSETMARK, INC	0.53%	6.95K	683.42K	2.06K	+42.21%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.56%	8.08K	791K	-321	-3.82%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.6%	8.61K	846.69K	-1.05K	-10.90%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.84%	11K	1.08M	11K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	1.78%	25.74K	2.53M	-37.02K	-58.98%
Mar 31, 2024	CITADEL ADVISORS LLC	2.9%	41.9K	4.12M	32.38K	+340.37%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	3.03%	44.37K	4.91M	-5.03K	-10.18%
Dec 31, 2023	JANE STREET GROUP, LLC	4.28%	62.76K	6.94M	-1.39K	-2.16%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	97	9.66K	0	0
Dec 31, 2023	FINTRUST CAPITAL ADVISORS, LLC	0.01%	100	11.06K	0	0
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	100	11.06K	-15	-13.04%
Dec 31, 2023	LAUREL WEALTH ADVISORS LLC	0.01%	110	12.17K	0	0
Dec 31, 2023	FMR LLC	0.01%	117	12.96K	-163	-58.21%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	137	15.16K	0	0
Dec 31, 2023	FIFTH THIRD BANCORP	0.01%	166	18.37K	0	0
Dec 31, 2023	PRIVATE TRUST CO NA	0.01%	178	19.69K	0	0
Dec 31, 2023	WEALTHSHIELD PARTNERS, LLC	0.02%	254	28.1K	-57	-18.33%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.03%	429	47.46K	5	+1.18%
Dec 31, 2023	COMERICA BANK	0.03%	487	53.88K	-140	-22.33%
Dec 31, 2023	US BANCORP \DE\	0.04%	550	60.85K	0	0
Dec 31, 2023	HOWE & RUSLING INC	0.04%	563	62.29K	563	+100.00%
Dec 31, 2023		0.01%	200	22.13K	200	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.06%	841	94.45K	-6.32K	-88.25%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.07%	1.02K	109.45K	145	+16.65%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.12%	1.81K	200.15K	1.81K	+100.00%
Dec 31, 2023	ENDOWMENT WEALTH MANAGEMENT, INC.	0.13%	1.86K	205.37K	1.86K	+100.00%
Dec 31, 2023	ELK RIVER WEALTH MANAGEMENT, LLC	0.13%	1.87K	206.34K	1.87K	+100.00%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.13%	1.9K	210K	1.9K	+100.00%
Dec 31, 2023	JNBA FINANCIAL ADVISORS	0.15%	2.16K	238.75K	0	0
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.15%	2.17K	239.64K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.15%	2.17K	240.3K	0	0
Dec 31, 2023	MARINER, LLC	0.2%	2.87K	317.97K	0	0
Dec 31, 2023	HOWLAND CAPITAL MANAGEMENT LLC	0.26%	3.82K	422.63K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.27%	3.9K	431.76K	-937	-19.36%
Dec 31, 2023	FLPUTNAM INVESTMENT MANAGEMENT CO	0.27%	3.97K	439.12K	-478	-10.75%
Dec 31, 2023	ASSETMARK, INC	0.33%	4.89K	540.79K	2.44K	+99.92%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.34%	5.03K	556.79K	-840	-14.30%
Dec 31, 2023	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.4%	5.89K	651.76K	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	6.24K	690.81K	-80	-1.27%
Dec 31, 2023	ROYAL BANK OF CANADA	0.44%	6.46K	714K	-331	-4.87%
Dec 31, 2023	PALISADES HUDSON ASSET MANAGEMENT, L.P.	0.51%	7.46K	825K	885	+13.47%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.52%	7.58K	838K	-1.46K	-16.16%
Dec 31, 2023	ATLAS PRIVATE WEALTH MANAGEMENT	0.55%	8.08K	893.5K	0	0
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.55%	8.08K	894.16K	-277	-3.31%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.57%	8.4K	926K	-2.01K	-19.31%
Dec 31, 2023	CITADEL ADVISORS LLC	0.65%	9.51K	1.05M	2.29K	+31.66%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.66%	9.67K	1.07M	-4	-0.04%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.81%	11.93K	1.32M	-57	-0.48%
Dec 31, 2023	UBS GROUP AG	0.97%	14.16K	1.57M	326	+2.36%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.08%	15.79K	1.75M	659	+4.35%
Dec 31, 2023	LPL FINANCIAL LLC	1.18%	17.27K	1.91M	-161	-0.92%
Dec 31, 2023	MORGAN STANLEY	1.56%	22.83K	2.53M	-454	-1.95%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	2.84%	41.6K	4.6M	-1.19K	-2.77%

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