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

Who are the major shareholders selling State Street SPDR Portfolio Long Term Treasury ETF stock?

INTEGRATED WEALTH CONCEPTS LLC, in the last quarter, reduced its stake in SPTL by -10.53% restricting it's holding to 845.09 thousand shares of worth nearly $22.17M. BANK OF AMERICA CORP /DE/ also lessened -31.76% of the SPTL shares from its portfolio, reducing its holding to 9.96 million shares of worth $261.32M. MORGAN STANLEY also shunned SPTL shares holding by -42.31% last quarter which brought its holding to 2.03 million shares worth $53.33M.

Investors who are buying SPTL stock?

As per its latest 13F filing, MA PRIVATE WEALTH increased its stake in SPTL by 4.69% in the last quarter. The institutional holder raised its holding to 1.47 million shares having worth more than $38.58M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also added 1.53% more shares of SPTL to its portfolio, raising its holding to 2.92 million shares of worth $76.60M. ADVISOR GROUP HOLDINGS, INC. also increased its SPTL shares holding by 20.25% which brought its holding to 3.1 million shares worth $81.38M.

SPTL's major insiders: who are they?

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

Did an insider recently sell SPTL stock?

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

Which insider recently purchased SPTL stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR Portfolio Long Term Treasury ETF insiders have bought stock, totalling 0 shares

How much of SPTL does insiders own?

Around 0 State Street SPDR Portfolio Long Term Treasury ETF shares are held by insiders, which represents about N/A of SPTL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SPTL?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in SPTL which holds 845.09 thousand shares worth $22.17M or 0.22% of the total SPTL shares outstanding followed by MA PRIVATE WEALTH with ownership of 1.47 million shares representing 0.35% of the SPTL ownership. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the third largest stakeholder with 2.92 million shares or 0.7% of the ownership worth more than $76.60M.

Is State Street SPDR Portfolio Long Term Treasury ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SPTL is concerned, it is a stock which is optionable.

Is there a short position on SPTL's shares?

Number of SPTL 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 SPTL shares are there?

As of today, null shares of SPTL are outstanding.

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

SPTL 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 SPTL is null.

State Street SPDR Portfolio Long Term Treasury ETF (SPTL) 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. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 845.09K shares valued at $22.17M. A 0.22% stake in State Street SPDR Portfolio Long Term Treasury ETF is owned by the company. MA PRIVATE WEALTH owns 1.47M shares valued at $38.58M, which translates its holding of 0.35% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	845.09K	22.17M	-99.47K	-10.53%
Jun 30, 2026	MA PRIVATE WEALTH	0.35%	1.47M	38.58M	65.9K	+4.69%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.7%	2.92M	76.6M	43.88K	+1.53%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.74%	3.1M	81.38M	522.57K	+20.25%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.75%	7.33M	192.16M	3.73M	+103.66%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.39%	9.96M	261.32M	-4.64M	-31.76%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	14.14%	59.02M	1.55B	4.34M	+7.94%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.45%	1.87M	49.06M	149.34K	+8.68%
Jun 30, 2026	MORGAN STANLEY	0.49%	2.03M	53.33M	-1.49M	-42.31%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.49%	2.06M	53.92M	149.69K	+7.85%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.93%	3.88M	101.78M	-8.62K	-0.22%
Jun 30, 2026	MASON STREET ADVISORS, LLC	0.96%	4.01M	105.08M	7.24K	+0.18%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.96%	4.02M	105.57M	-1.09M	-21.27%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	1%	4.18M	109.59M	784K	+23.10%
Jun 30, 2026	MCMORGAN & CO LLC	0.36%	1.5M	39.46M	-11.98K	-0.79%
Jun 30, 2026	VOYA FINANCIAL ADVISORS, INC.	0.39%	1.61M	42.81M	46.15K	+2.94%
Jun 30, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.39%	1.61M	42.36M	-2.36M	-59.41%
Jun 30, 2026	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.41%	1.71M	44.97M	59.23K	+3.58%
Jun 30, 2026	MATHER GROUP, LLC.	0.45%	1.87M	49.06M	-6.36M	-77.26%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.75%	3.13M	82.14M	-375.48K	-10.71%
Jun 30, 2026	ONE DAY IN JULY LLC	0.92%	3.83M	100.43M	277.37K	+7.81%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	0.54%	2.24M	58.64M	20.65K	+0.93%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.6%	2.5M	65.54M	-283.8K	-10.20%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	533.7K	13.71M	5.14K	+0.97%
Jun 30, 2026	KEYSTONE FINANCIAL GROUP	0.14%	533.95K	14.01M	202.39K	+61.04%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.14%	537.26K	14.09M	35.37K	+7.05%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.14%	537.44K	14.1M	42.72K	+8.63%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.14%	563.85K	14.79M	99.45K	+21.41%
Jun 30, 2026	SHEPHERD FINANCIAL PARTNERS LLC	0.15%	567.07K	14.87M	-449.44K	-44.21%
Jun 30, 2026	FISHER ASSET MANAGEMENT, LLC	0.15%	571.14K	14.98M	-151.65K	-20.98%
Jun 30, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.15%	573.62K	15.05M	-7.72K	-1.33%
Jun 30, 2026	CITIGROUP INC	0.15%	577.02K	15.14M	136.47K	+30.98%
Jun 30, 2026	QUADRATURE CAPITAL LTD	0.17%	657.62K	17.25M	657.62K	+100.00%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.17%	660.32K	17.32M	24.55K	+3.86%
Jun 30, 2026	RFG ADVISORY, LLC	0.18%	689.17K	18.08M	-2.56K	-0.37%
Jun 30, 2026	FLC CAPITAL ADVISORS	0.18%	720.39K	18.9M	83.73K	+13.15%
Jun 30, 2026	ASCENT GROUP, LLC	0.19%	739.72K	19.4M	-22.33K	-2.93%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	1.09%	4.55M	119.27M	232.86K	+5.40%
Jun 30, 2026	JPMORGAN CHASE & CO	1.12%	4.67M	123.89M	-1.32M	-22.03%
Jun 30, 2026	GLOBALT INVESTMENTS LLC / GA	1.35%	5.62M	147.35M	53.55K	+0.96%
Jun 30, 2026	ASSETMARK, INC	1.46%	6.11M	160.39M	283.77K	+4.87%
Jun 30, 2026	LPL FINANCIAL LLC	2.62%	10.92M	286.4M	2.18M	+24.93%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.84%	11.88M	311.54M	935.84K	+8.55%
Jun 30, 2026	FMR LLC	4.19%	17.51M	459.25M	-3.8M	-17.85%
Jun 30, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	4.7%	19.61M	514.36M	-3.39M	-14.74%
Jun 30, 2026	UBS GROUP AG	5.64%	23.57M	618.14M	10.73M	+83.55%
Jun 30, 2026	STATE STREET CORP	18.54%	77.42M	2.03B	8.9M	+12.99%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.19%	783.96K	20.56M	783.96K	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	783.96K	20.56M	-8.6K	-1.09%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.19%	809.35K	21.23M	-40.04K	-4.71%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.2%	834.85K	21.9M	343.63K	+69.95%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	0.23%	953.5K	25.01M	153.04K	+19.12%
Jun 30, 2026	SOFI WEALTH, LLC	0.29%	1.22M	32.03M	81.97K	+7.20%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	814.7K	21.37M	-921.1K	-53.06%
Jun 30, 2026	MCADAM, LLC	0.2%	834.11K	21.88M	-367.35K	-30.58%
Jun 30, 2026	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.21%	860.44K	22.57M	-250.67K	-22.56%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.21%	861.98K	22.61M	354.66K	+69.91%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.21%	870.7K	22.84M	858.44K	+7,003.69%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.22%	927.84K	24.34M	-142.1K	-13.28%
Jun 30, 2026	JUMP FINANCIAL, LLC	0.25%	1.03M	26.98M	661.49K	+180.26%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.25%	1.04M	27.15M	-17.39K	-1.65%
Jun 30, 2026	ADVISORY ALPHA, LLC	0.26%	1.08M	28.3M	15.06K	+1.42%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.3%	1.26M	32.96M	197.52K	+18.65%
Jun 30, 2026	ROYAL BANK OF CANADA	0.35%	1.44M	37.88M	29.7K	+2.10%
Mar 31, 2026	STATE STREET CORP	16.74%	68.52M	1.8B	-4.62M	-6.32%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	792.56K	20.84M	-10.38K	-1.29%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.2%	800.46K	21.05M	48.39K	+6.43%
Mar 31, 2026	GM ADVISORY GROUP, INC.	0.21%	845.86K	22.25M	19.66K	+2.38%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.21%	849.4K	22.35M	67.99K	+8.70%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.26%	1.07M	28.14M	122.09K	+12.88%
Mar 31, 2026	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.27%	1.11M	29.22M	6.93K	+0.63%
Mar 31, 2026	SOFI WEALTH, LLC	0.28%	1.14M	29.96M	-276.74K	-19.55%
Mar 31, 2026	MCADAM, LLC	0.29%	1.2M	31.6M	54.43K	+4.75%
Mar 31, 2026	MA PRIVATE WEALTH	0.34%	1.4M	36.95M	739.86K	+111.25%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.38%	1.55M	40.83M	51.84K	+3.45%
Mar 31, 2026	VOYA FINANCIAL ADVISORS, INC.	0.38%	1.57M	40.74M	-5.64K	-0.36%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.63%	2.58M	67.85M	-177.15K	-6.42%
Mar 31, 2026	ROYAL BANK OF CANADA	0.35%	1.41M	37.2M	-298.25K	-17.41%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.68%	2.78M	73.17M	2.37M	+571.23%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.7%	2.88M	75.65M	262.84K	+10.06%
Mar 31, 2026	CWM, LLC	0.72%	2.97M	78.02M	216.36K	+7.87%
Mar 31, 2026	MORGAN STANLEY	0.86%	3.52M	92.69M	858.8K	+32.22%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.88%	3.6M	94.6M	-406.3K	-10.15%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.83%	3.39M	88.8M	1.06M	+45.42%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	528.57K	13.9M	-367.85K	-41.04%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	549.06K	14.44M	9.18K	+1.70%
Mar 31, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.15%	581.34K	15.29M	-137.58K	-19.14%
Mar 31, 2026	GIBBS WEALTH MANAGEMENT	0.15%	599.84K	15.78M	265.04K	+79.16%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.16%	635.77K	16.72M	20.84K	+3.39%
Mar 31, 2026	FLC CAPITAL ADVISORS	0.16%	636.66K	16.74M	25.13K	+4.11%
Mar 31, 2026	SPINNAKER TRUST	0.16%	645.91K	16.99M	-8.34K	-1.27%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.17%	678.24K	17.84M	-29.65K	-4.19%
Mar 31, 2026	RFG ADVISORY, LLC	0.17%	691.73K	18.19M	22.53K	+3.37%
Mar 31, 2026	MARINER, LLC	0.17%	693.47K	18.24M	31.32K	+4.73%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.18%	722.79K	19.01M	-388.57K	-34.96%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.86%	3.51M	92.24M	186.35K	+5.61%
Mar 31, 2026	ONE DAY IN JULY LLC	0.87%	3.55M	93.41M	321.77K	+9.96%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.95%	3.89M	102.28M	-2.89M	-42.64%
Mar 31, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.97%	3.98M	104.64M	151.16K	+3.95%
Mar 31, 2026	MASON STREET ADVISORS, LLC	0.98%	4M	105.17M	1.04K	+0.03%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	1.05%	4.31M	113.47M	123.16K	+2.94%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.28%	5.11M	134.44M	-961.78K	-15.84%
Mar 31, 2026	ASSETMARK, INC	1.42%	5.83M	153.35M	34.45K	+0.59%
Mar 31, 2026	JPMORGAN CHASE & CO	1.46%	5.99M	157.52M	145.14K	+2.48%
Mar 31, 2026	MATHER GROUP, LLC.	2.01%	8.23M	216.34M	445.51K	+5.73%
Mar 31, 2026	LPL FINANCIAL LLC	2.14%	8.74M	229.85M	-3.37M	-27.83%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.67%	10.94M	287.76M	890.99K	+8.87%
Mar 31, 2026	UBS GROUP AG	3.14%	12.84M	337.68M	11.76M	+1,091.11%
Mar 31, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	5.62%	23M	604.89M	7.6M	+49.38%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	13.36%	54.68M	1.44B	439.51K	+0.81%
Mar 31, 2026	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.4%	1.66M	43.53M	870.05K	+110.81%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.2%	815.96K	21.46M	-381.15K	-31.84%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.42%	1.72M	45.27M	185.57K	+12.08%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.42%	1.74M	45.65M	140.98K	+8.84%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.23%	944.56K	24.84M	19.29K	+2.08%
Mar 31, 2026	SHEPHERD FINANCIAL PARTNERS LLC	0.25%	1.02M	26.73M	72.89K	+7.72%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.26%	1.05M	27.68M	-275.44K	-20.74%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.47%	1.91M	50.13M	73.81K	+4.03%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.54%	2.22M	58.26M	81.92K	+3.84%
Mar 31, 2026	GLOBALT INVESTMENTS LLC / GA	1.36%	5.56M	146.33M	487.58K	+9.60%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.26%	1.06M	27.85M	-4.37K	-0.41%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.26%	1.06M	27.98M	-31.19K	-2.85%
Mar 31, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.2%	785.45K	20.77M	-22.5K	-2.78%
Mar 31, 2026	FMR LLC	5.21%	21.31M	560.49M	-9.41K	-0.04%
Mar 31, 2026	MCMORGAN & CO LLC	0.37%	1.52M	39.88M	55.27K	+3.78%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.57%	14.6M	383.98M	5M	+52.02%
Dec 31, 2025	MARINER, LLC	0.17%	662.15K	17.53M	-45.93K	-6.49%
Dec 31, 2025	SECURITY FINANCIAL SERVICES, INC.	0.17%	694.96K	18.4M	-76.46K	-9.91%
Dec 31, 2025	SPINNAKER TRUST	0.17%	654.25K	17.32M	9.82K	+1.52%
Dec 31, 2025	MA PRIVATE WEALTH	0.16%	665.02K	17.6M	34.11K	+5.41%
Dec 31, 2025	RFG ADVISORY, LLC	0.16%	669.2K	17.71M	-153.57K	-18.66%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.2%	807.95K	21.39M	-98.4K	-10.86%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	802.95K	21.25M	-17.64K	-2.15%
Dec 31, 2025	FMR LLC	5.38%	21.32M	564.36M	903.1K	+4.42%
Dec 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	2.8%	10.96M	290.03M	0	0
Dec 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.97%	3.83M	101.32M	-103.72K	-2.64%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.84%	3.32M	87.9M	-482.01K	-12.68%
Dec 31, 2025	ONE DAY IN JULY LLC	0.77%	3.23M	85.49M	300.47K	+10.26%
Dec 31, 2025	MORGAN STANLEY	0.68%	2.67M	70.56M	7.47K	+0.28%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.66%	2.61M	69.18M	1.32M	+102.04%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.6%	2.33M	61.76M	719.39K	+44.57%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.54%	2.13M	56.46M	38.33K	+1.83%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.47%	1.83M	48.5M	58.33K	+3.29%
Dec 31, 2025	MCMORGAN & CO LLC	0.36%	1.46M	38.68M	36.04K	+2.53%
Dec 31, 2025	MCADAM, LLC	0.29%	1.15M	30.36M	110.52K	+10.66%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	925.28K	24.49M	147.2K	+18.92%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	896.41K	23.75M	-48.5K	-5.13%
Dec 31, 2025	GM ADVISORY GROUP, INC.	0.21%	826.2K	21.87M	72.57K	+9.63%
Dec 31, 2025	VOYA FINANCIAL ADVISORS, INC.	0.4%	1.57M	41.98M	-112.17K	-6.65%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.38%	1.59M	42.48M	-230.06K	-12.61%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.37%	1.54M	40.63M	1.27M	+473.20%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.36%	1.5M	39.73M	1.03M	+218.06%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	1.01%	4.19M	110.94M	162.74K	+4.04%
Dec 31, 2025	MASON STREET ADVISORS, LLC	0.97%	4M	105.82M	35.04K	+0.88%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.45%	9.6M	254.21M	15.53K	+0.16%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.73%	6.78M	179.48M	131.15K	+1.97%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.33%	1.32M	34.87M	1.22M	+1,249.51%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.31%	1.2M	31.69M	52.85K	+4.62%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.28%	1.11M	29.42M	-59.48M	-98.17%
Dec 31, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.28%	1.1M	29.23M	-651.47K	-37.11%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.28%	1.1M	28.99M	12.25K	+1.13%
Dec 31, 2025	UBS GROUP AG	0.28%	1.08M	28.53M	-19.87K	-1.81%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.26%	1.06M	28.15M	-736	-0.07%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.25%	977.36K	25.87M	-28.75K	-2.86%
Dec 31, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.24%	943.63K	24.98M	-75.26K	-7.39%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.23%	947.84K	25.09M	-3.45K	-0.36%
Dec 31, 2025	O'BRIEN WEALTH PARTNERS LLC	0.22%	928.15K	24.57M	-15.67K	-1.66%
Dec 31, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.19%	785.17K	20.78M	40.64K	+5.46%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.18%	752.07K	19.91M	32.61K	+4.53%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	707.89K	18.74M	161.49K	+29.56%
Dec 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.17%	718.92K	19.03M	8.17K	+1.15%
Dec 31, 2025	ASCENT GROUP, LLC	0.17%	718.73K	19.02M	-376.63K	-34.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	2.76M	72.98M	-486.35K	-14.99%
Dec 31, 2025	ROYAL BANK OF CANADA	0.44%	1.71M	45.34M	-7.97K	-0.46%
Dec 31, 2025	SOFI WEALTH, LLC	0.34%	1.42M	37.48M	107.86K	+8.25%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	1.33M	35.15M	-178.63K	-11.86%
Dec 31, 2025	STATE STREET CORP	18.67%	73.14M	1.94B	8.9M	+13.86%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	13.68%	54.24M	1.44B	2.03M	+3.88%
Dec 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.88%	15.4M	407.57M	2.77M	+21.91%
Dec 31, 2025	LPL FINANCIAL LLC	3.05%	12.11M	320.56M	2.21M	+22.26%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.57%	10.05M	266.04M	1.26M	+14.31%
Dec 31, 2025	MATHER GROUP, LLC.	1.99%	7.78M	205.95M	301.48K	+4.03%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.47%	6.07M	160.76M	-599.95K	-8.99%
Dec 31, 2025	JPMORGAN CHASE & CO	1.44%	5.85M	154.76M	-793.13K	-11.95%
Dec 31, 2025	ASSETMARK, INC	1.4%	5.8M	153.43M	989.38K	+20.58%
Dec 31, 2025	GLOBALT INVESTMENTS LLC / GA	1.25%	5.08M	134.37M	-162.84K	-3.11%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.02%	4M	105.97M	-57.41K	-1.41%
Dec 31, 2025	FLC CAPITAL ADVISORS	0.15%	611.53K	16.19M	25.68K	+4.38%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.15%	614.93K	16.28M	153.88K	+33.38%
Dec 31, 2025	CWM, LLC	0.7%	2.75M	72.8M	96.62K	+3.64%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.11%	461.05K	12.43M	25.44K	+5.84%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.1%	453.62K	12.22M	453.62K	+100.00%
Sep 30, 2025	IMPACT INVESTORS, INC	0.09%	411.34K	11.09M	-276.95K	-40.24%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.23%	951.29K	25.64M	34.91K	+3.81%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	3.24M	86.57M	1.74M	+115.23%
Sep 30, 2025	STATE STREET CORP	15.57%	64.24M	1.73B	-618.56K	-0.95%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	14.68%	60.59M	1.63B	2.64M	+4.55%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	12.65%	52.21M	1.41B	2.6M	+5.23%
Sep 30, 2025	FMR LLC	4.95%	20.42M	550.26M	-5.03K	-0.02%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.06%	12.63M	340.37M	0	0
Sep 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	2.66%	10.96M	295.29M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	2.4%	9.91M	266.94M	523.1K	+5.58%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.21%	9.59M	258.41M	86.55K	+0.91%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.13%	8.79M	236.96M	-12.2K	-0.14%
Sep 30, 2025	MATHER GROUP, LLC.	1.81%	7.48M	201.56M	364.08K	+5.12%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.62%	6.67M	179.85M	-50.83K	-0.76%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.61%	6.65M	179.2M	4.23M	+174.95%
Sep 30, 2025	JPMORGAN CHASE & CO	1.61%	6.64M	178.94M	555.77K	+9.14%
Sep 30, 2025	GLOBALT INVESTMENTS LLC / GA	1.27%	5.24M	141.2M	-44.79K	-0.85%
Sep 30, 2025	ASSETMARK, INC	1.17%	4.81M	129.55M	32.56K	+0.68%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.98%	4.06M	109.44M	-82.5K	-1.99%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.98%	4.03M	108.56M	190.39K	+4.96%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.51%	2.09M	56.46M	34.01K	+1.65%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.44%	1.82M	49.18M	1.79M	+5,442.84%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.43%	1.77M	47.81M	392.62K	+28.42%
Sep 30, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.43%	1.76M	47.31M	1.66M	+1,792.41%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	1.72M	46.37M	94.89K	+5.84%
Sep 30, 2025	VOYA FINANCIAL ADVISORS, INC.	0.41%	1.69M	45.52M	103.33K	+6.53%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.39%	1.61M	43.5M	1.13M	+231.53%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	1.51M	40.6M	44.61K	+3.05%
Sep 30, 2025	MCMORGAN & CO LLC	0.35%	1.43M	38.41M	396.77K	+38.59%
Sep 30, 2025	SOFI WEALTH, LLC	0.32%	1.31M	35.25M	249.85K	+23.61%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	1.29M	34.86M	-125K	-8.81%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.28%	1.14M	30.84M	398.08K	+53.35%
Sep 30, 2025	UBS GROUP AG	0.27%	1.1M	29.59M	-473.04K	-30.11%
Sep 30, 2025	ASCENT GROUP, LLC	0.27%	1.1M	29.52M	68.39K	+6.66%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.26%	1.08M	29.24M	71.35K	+7.05%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.26%	1.06M	28.68M	-47.56K	-4.28%
Sep 30, 2025	MCADAM, LLC	0.25%	1.04M	27.93M	67.87K	+7.01%
Sep 30, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.25%	1.02M	27.46M	-70.84K	-6.50%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	1.01M	27.11M	996.29K	+10,146.52%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	944.91K	25.42M	96.35K	+11.35%
Sep 30, 2025	O'BRIEN WEALTH PARTNERS LLC	0.23%	943.82K	25.44M	25.87K	+2.82%
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.22%	906.35K	24.93M	77.51K	+9.35%
Sep 30, 2025	RFG ADVISORY, LLC	0.2%	822.76K	22.17M	-255.45K	-23.69%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	820.59K	22.11M	92.13K	+12.65%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.19%	778.07K	20.97M	26.4K	+3.51%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.92%	3.8M	102.49M	236.81K	+6.64%
Sep 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.95%	3.93M	105.95M	284.2K	+7.79%
Sep 30, 2025	GM ADVISORY GROUP, INC.	0.18%	753.63K	20.31M	-6.43K	-0.85%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.17%	719.46K	19.39M	118.74K	+19.77%
Sep 30, 2025	CWM, LLC	0.64%	2.65M	71.51M	195.89K	+7.97%
Sep 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.17%	744.53K	20.07M	31.02K	+4.35%
Sep 30, 2025	MASON STREET ADVISORS, LLC	0.96%	3.96M	106.79M	87.74K	+2.26%
Sep 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.18%	771.41K	20.79M	64.26K	+9.09%
Sep 30, 2025	MORGAN STANLEY	0.64%	2.66M	71.64M	331.38K	+14.24%
Sep 30, 2025	ONE DAY IN JULY LLC	0.71%	2.93M	78.95M	294.85K	+11.19%
Sep 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.16%	710.76K	19.15M	-20.39K	-2.79%
Sep 30, 2025	SPINNAKER TRUST	0.15%	644.43K	17.37M	-6.52K	-1.00%
Sep 30, 2025	MA PRIVATE WEALTH	0.15%	630.91K	17M	11.71K	+1.89%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.14%	597.41K	16.1M	130.46K	+27.94%
Sep 30, 2025	FLC CAPITAL ADVISORS	0.13%	585.85K	15.79M	21.27K	+3.77%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	546.39K	14.73M	-79.6K	-12.72%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	522.7K	14.09M	28.44K	+5.75%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	507.58K	13.68M	12.65K	+2.56%
Sep 30, 2025	ERTS WEALTH ADVISORS, LLC	0.12%	505.51K	13.62M	29.59K	+6.22%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.11%	471.85K	12.72M	167.96K	+55.27%
Sep 30, 2025	CITIGROUP INC	0.11%	470.68K	12.68M	-27.59K	-5.54%
Jun 30, 2025	GLOBALT INVESTMENTS LLC / GA	1.23%	5.28M	140.45M	-151.21K	-2.78%
Jun 30, 2025	SPINNAKER TRUST	0.15%	650.95K	17.3M	-24.25K	-3.59%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	625.99K	16.64M	-59.32K	-8.66%
Jun 30, 2025	MA PRIVATE WEALTH	0.14%	619.2K	16.46M	263.2K	+73.93%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0.14%	600.72K	15.97M	-2.66K	-0.44%
Jun 30, 2025	FLC CAPITAL ADVISORS	0.13%	564.59K	15.01M	564.59K	+100.00%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.13%	558.91K	14.86M	364.52K	+187.52%
Jun 30, 2025	HRT FINANCIAL LP	0.12%	523.88K	13.92M	441.75K	+537.88%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.12%	503.54K	13.38M	-28.02K	-5.27%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	494.27K	13.14M	-14.6K	-2.87%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.11%	486.81K	12.94M	180.63K	+58.99%
Jun 30, 2025	ERTS WEALTH ADVISORS, LLC	0.11%	475.92K	12.65M	-721.84K	-60.27%
Jun 30, 2025	ONE DAY IN JULY LLC	0.61%	2.63M	70.03M	391.24K	+17.44%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.59%	2.51M	66.76M	44.62K	+1.81%
Jun 30, 2025	CWM, LLC	0.57%	2.46M	65.32M	-8.82K	-0.36%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	1.51M	40.27M	276.01K	+22.42%
Jun 30, 2025	ROYAL BANK OF CANADA	0.38%	1.63M	43.21M	-18.37K	-1.12%
Jun 30, 2025	VOYA FINANCIAL ADVISORS, INC.	0.37%	1.58M	41.63M	-206.19K	-11.53%
Jun 30, 2025	UBS GROUP AG	0.37%	1.57M	41.75M	-1.02M	-39.45%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	1.46M	38.86M	-991.61K	-40.42%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	1.42M	37.71M	-2.28M	-61.60%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.32%	1.38M	36.72M	314.68K	+29.50%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.26%	1.11M	29.55M	-29.49K	-2.58%
Jun 30, 2025	MCMORGAN & CO LLC	0.24%	1.03M	27.33M	9.28K	+0.91%
Jun 30, 2025	O'BRIEN WEALTH PARTNERS LLC	0.21%	917.95K	24.4M	-9.79K	-1.06%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.2%	849.05K	22.57M	-520.45K	-38.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	848.57K	22.25M	-144.98K	-14.59%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.19%	828.84K	22.03M	240.82K	+40.95%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.18%	760.06K	20.2M	52.9K	+7.48%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.17%	746.18K	19.83M	-563.73K	-43.04%
Jun 30, 2025	STATE STREET CORP	15.12%	64.85M	1.72B	5.74M	+9.71%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.97%	4.14M	110.13B	-3.66M	-46.91%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.22%	9.5M	252.56M	-1.3M	-12.07%
Jun 30, 2025	LPL FINANCIAL LLC	2.19%	9.38M	249.37M	-1.29M	-12.05%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.05%	8.8M	234.03M	-7.9M	-47.29%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.57%	6.72M	178.73M	435.45K	+6.92%
Jun 30, 2025	JPMORGAN CHASE & CO	1.42%	6.08M	161.71M	1.01M	+19.98%
Jun 30, 2025	ASSETMARK, INC	1.11%	4.77M	126.91M	449.6K	+10.40%
Jun 30, 2025	MASON STREET ADVISORS, LLC	0.9%	3.87M	102.99M	181.8K	+4.92%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.89%	3.84M	102.01M	120.8K	+3.25%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.83%	3.57M	94.78M	69.08K	+1.98%
Jun 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.17%	731.15K	19.43M	-201.4K	-21.60%
Jun 30, 2025	MARINER, LLC	0.17%	740.81K	19.69M	83.97K	+12.78%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.18%	751.67K	19.98M	260.16K	+52.93%
Jun 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.85%	3.65M	96.94M	900.07K	+32.76%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.96%	4.11M	109.35M	102.01K	+2.54%
Jun 30, 2025		0.16%	688.29K	18.29M	66.62K	+10.72%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.56%	2.42M	64.28M	-220.13K	-8.34%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.48%	2.06M	54.78M	2.06M	+100.00%
Jun 30, 2025	RFG ADVISORY, LLC	0.25%	1.08M	28.66M	-1.53M	-58.59%
Jun 30, 2025	SOFI WEALTH, LLC	0.25%	1.06M	28.12M	81.7K	+8.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	728.46K	19.36M	-69.33K	-8.69%
Jun 30, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.25%	1.09M	28.96M	338.31K	+45.02%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	13.51%	57.95M	1.54B	3.23M	+5.90%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	11.57%	49.62M	1.32B	1.61M	+3.35%
Jun 30, 2025	FMR LLC	4.76%	20.42M	542.84M	1.94M	+10.51%
Jun 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.94%	12.63M	335.69M	-2.25M	-15.13%
Jun 30, 2025	ASCENT GROUP, LLC	0.24%	1.03M	27.3M	473.88K	+85.68%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.24%	1.01M	26.89M	-17.23K	-1.67%
Jun 30, 2025	MCADAM, LLC	0.23%	968.64K	25.75M	69.24K	+7.70%
Jun 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	2.55%	10.96M	291.23M	0	0
Jun 30, 2025	MATHER GROUP, LLC.	1.66%	7.11M	189.12M	311.06K	+4.57%
Jun 30, 2025	MORGAN STANLEY	0.54%	2.33M	61.84B	-436.23K	-15.79%
Jun 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.17%	713.51K	18.97M	6.33K	+0.90%
Jun 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.16%	707.15K	18.8M	163.85K	+30.16%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.79%	7.8M	212.75M	-209.47K	-2.61%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.21%	932.74K	24.43M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.47%	10.81M	294.56M	-1.5M	-12.18%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	12.53%	54.72M	1.49B	3.56M	+6.96%
Mar 31, 2025	SOFI WEALTH, LLC	0.22%	976.42K	26.62M	950.24K	+3,630.90%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.29%	1.26M	34.34M	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.3%	1.31M	35.71M	27.26K	+2.13%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.31%	1.37M	37.33M	373.41K	+37.49%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.92%	4.01M	109.36M	206.11K	+5.42%
Mar 31, 2025	ASSETMARK, INC	0.99%	4.32M	117.9M	296.75K	+7.37%
Mar 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	2.51%	10.96M	298.69M	0	0
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.41%	14.88M	405.66M	3.19M	+27.29%
Mar 31, 2025	FMR LLC	4.23%	18.48M	503.77M	773	0.00%
Mar 31, 2025	STATE STREET CORP	13.54%	59.12M	1.61B	1.36M	+2.35%
Mar 31, 2025	MCMORGAN & CO LLC	0.23%	1.02M	27.78M	331.05K	+48.12%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.24%	1.03M	28.03M	39.44K	+3.99%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.24%	1.07M	29.08M	-172.4K	-13.91%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.26%	1.14M	31.11M	465.28K	+68.83%
Mar 31, 2025	UBS GROUP AG	0.59%	2.59M	70.72M	-314.6K	-10.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.6%	2.64M	71.92M	48.51K	+1.87%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.83%	16.7M	455.35M	1.83M	+12.32%
Mar 31, 2025	MCADAM, LLC	0.21%	899.4K	24.52M	-1.79K	-0.20%
Mar 31, 2025	O'BRIEN WEALTH PARTNERS LLC	0.21%	927.74K	25.29M	10.6K	+1.16%
Mar 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.21%	932.54K	25.42M	65.45K	+7.55%
Mar 31, 2025	ONE DAY IN JULY LLC	0.51%	2.24M	61.15M	233.27K	+11.61%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.57%	2.47M	67.25M	-38.9K	-1.55%
Mar 31, 2025	RFG ADVISORY, LLC	0.6%	2.6M	70.97M	386.54K	+17.44%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	993.54K	27.08M	-19.94K	-1.97%
Mar 31, 2025	ERTS WEALTH ADVISORS, LLC	0.27%	1.2M	32.65M	17.08K	+1.45%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	1.23M	33.56M	-826.97K	-40.18%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.85%	3.69M	100.7M	2.45M	+196.68%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.85%	3.72M	101.33M	106.87K	+2.96%
Mar 31, 2025	JPMORGAN CHASE & CO	1.16%	5.07M	138.23M	1.11M	+28.04%
Mar 31, 2025	LPL FINANCIAL LLC	2.44%	10.67M	290.79M	277.77K	+2.67%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	2.45M	66.88M	-619.55K	-20.16%
Mar 31, 2025	GLOBALT INVESTMENTS LLC / GA	1.24%	5.44M	148.16M	-101.23K	-1.83%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.56%	2.46M	67.04M	78.16K	+3.28%
Mar 31, 2025	CWM, LLC	0.56%	2.47M	67.24M	228.6K	+10.22%
Mar 31, 2025	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.56%	2.47M	67.22M	190.8K	+8.39%
Mar 31, 2025	MORGAN STANLEY	0.63%	2.76M	75.32M	-609.68K	-18.08%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.8%	3.5M	95.33M	-169.44K	-4.62%
Mar 31, 2025	MASON STREET ADVISORS, LLC	0.85%	3.69M	100.67M	-6.9K	-0.19%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	10.99%	48.01M	1.31B	1.3M	+2.77%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.44%	6.29M	170.05M	382.37K	+6.47%
Mar 31, 2025	MATHER GROUP, LLC.	1.56%	6.8M	185.47M	1.09M	+19.00%
Mar 31, 2025	VOYA FINANCIAL ADVISORS, INC.	0.41%	1.79M	48.36M	-36.06K	-1.98%
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	1.64M	44.82M	490.64K	+42.53%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	850.91K	23.2M	228.04K	+36.61%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.64%	2.81M	76.73M	107.8K	+3.98%
Mar 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.63%	2.75M	74.89M	273.07K	+11.04%
Mar 31, 2024	FMR LLC	6.77%	23.96M	669.53M	3.44K	+0.01%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	11.8%	39.02M	1.09B	3.17M	+8.83%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.21%	680.62K	19.02M	0	0
Mar 31, 2024	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.13%	456.71K	12.76M	152.24K	+50.00%
Mar 31, 2024	SPINNAKER TRUST	0.43%	1.44M	40.16M	-53.13K	-3.56%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	465.03K	12.99M	453.12K	+3,804.18%
Mar 31, 2024	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.13%	473.7K	13.24M	0	0
Mar 31, 2024	RFG ADVISORY, LLC	0.47%	1.55M	43.37M	564.11K	+57.09%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.14%	493.98K	13.8M	100.59K	+25.57%
Mar 31, 2024	AVIDIAN WEALTH SOLUTIONS, LLC	0.14%	495.51K	13.84M	28.5K	+6.10%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.14%	501.74K	14.02M	21.6K	+4.50%
Mar 31, 2024	FINANCIAL ADVISORY GROUP	0.16%	556.88K	15.56M	45.7K	+8.94%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	569.79K	15.92M	266.05K	+87.59%
Mar 31, 2024	ALERA INVESTMENT ADVISORS, LLC	0.17%	594.32K	16.61M	-81.22K	-12.02%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.19%	656.73K	18.35M	462.65K	+238.39%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	720.84K	20.14M	128.34K	+21.66%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	735.25K	20.54M	360.72K	+96.31%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.22%	714.5K	19.96M	-611.72K	-46.13%
Mar 31, 2024	O'BRIEN WEALTH PARTNERS LLC	0.22%	717.21K	20.04M	85.28K	+13.50%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.22%	724.39K	20.24M	-172.5K	-19.23%
Mar 31, 2024	GIRARD PARTNERS LTD.	0.23%	757.63K	21.17M	257.78K	+51.57%
Mar 31, 2024	ONE DAY IN JULY LLC	0.24%	806.59K	22.54M	564.26K	+232.86%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.25%	817.27K	22.83M	817.27K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.25%	897.89K	25.09M	-240.5K	-21.13%
Mar 31, 2024	HARVEST PORTFOLIOS GROUP INC.	0.27%	888.03K	24.81M	355.15K	+66.65%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.28%	942.06K	26.32M	396.14K	+72.56%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	1.03M	28.69M	172.98K	+20.26%
Mar 31, 2024	ERTS WEALTH ADVISORS, LLC	0.31%	1.02M	28.56M	1.02M	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.31%	1.04M	28.99M	1.04M	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.32%	1.12M	31.3M	325.26K	+40.91%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.35%	1.22M	34.15M	79.99K	+7.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.37%	1.24M	34.59M	-58.16K	-4.49%
Mar 31, 2024	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.41%	1.36M	37.86M	22.44K	+1.68%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.42%	1.38M	38.55M	1.23M	+807.82%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.48%	1.6M	44.78M	-143.6K	-8.22%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.5%	1.66M	46.28M	408.88K	+32.78%
Mar 31, 2024	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.54%	1.77M	49.59M	399.03K	+29.00%
Mar 31, 2024	VOYA FINANCIAL ADVISORS, INC.	0.55%	1.83M	51.18M	-1.27M	-40.94%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.69%	2.27M	63.42M	473.03K	+26.33%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.72%	2.39M	66.85M	193.61K	+8.80%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.75%	2.47M	69.07M	1.65M	+202.04%
Mar 31, 2024	ASSETMARK, INC	0.89%	2.94M	82.13M	1.71M	+139.61%
Mar 31, 2024	MORGAN STANLEY	0.92%	3.26M	91.06M	229.05K	+7.56%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.93%	3.28M	91.61M	890.03K	+37.26%
Mar 31, 2024	UBS GROUP AG	0.94%	3.32M	92.82M	897.4K	+37.01%
Mar 31, 2024	SCS CAPITAL MANAGEMENT LLC	1.07%	3.53M	98.59M	-15.76K	-0.44%
Mar 31, 2024	JPMORGAN CHASE & CO	1.12%	3.98M	111.19M	355.87K	+9.82%
Mar 31, 2024	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.16%	3.85M	107.49M	39.99K	+1.05%
Mar 31, 2024	NAN SHAN LIFE INSURANCE CO., LTD.	3.31%	10.96M	306.14M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	3.49%	12.34M	344.92M	7.12M	+136.17%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.51%	11.62M	324.73M	4.51M	+63.49%
Mar 31, 2024	MCADAM, LLC	0.27%	878.55K	24.55M	53.48K	+6.48%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.43%	1.53M	42.78M	-231.93K	-13.15%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	11.81%	39.05M	1.09B	2.31M	+6.29%
Mar 31, 2024	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.48%	1.59M	44.29M	1.58M	+119,445.10%
Mar 31, 2024	MCMORGAN & CO LLC	0.2%	660.17K	18.45M	-7.43K	-1.11%
Mar 31, 2024	LPL FINANCIAL LLC	2.77%	9.79M	273.53M	254.75K	+2.67%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.97%	6.98M	195.1M	6.98M	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.55%	16.08M	449.39M	3.38M	+26.58%
Mar 31, 2024	STATE STREET CORP	13.94%	49.32M	1.38B	3.33M	+7.24%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.4%	1.25M	36.2M	265.72K	+27.07%
Dec 31, 2023	ASSETMARK, INC	0.4%	1.23M	35.6M	-71.89K	-5.54%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.37%	1.14M	33.15M	1.09M	+2,004.14%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.37%	1.14M	33.04M	362.13K	+46.65%
Dec 31, 2023	CITADEL ADVISORS LLC	0.33%	1.03M	29.91M	980.83K	+1,965.63%
Dec 31, 2023	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.32%	993.25K	28.82M	73.89K	+8.04%
Dec 31, 2023	RFG ADVISORY, LLC	0.32%	988.15K	28.68M	-258.29K	-20.72%
Dec 31, 2023	HORIZON WEALTH MANAGEMENT, LLC	0.3%	924.97K	26.84M	924.97K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.29%	896.89K	26.03M	-287.05K	-24.25%
Dec 31, 2023	CONGRESS WEALTH MANAGEMENT LLC / DE /	1.23%	3.81M	110.49M	3.81M	+100.00%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.3%	7.11M	206.3M	225.69K	+3.28%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.69%	5.23M	151.69M	-674.16K	-11.42%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.77%	2.39M	69.32M	272.24K	+12.86%
Dec 31, 2023	UBS GROUP AG	0.79%	2.42M	70.36M	-174.56K	-6.72%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	853.89K	24.78M	489	+0.06%
Dec 31, 2023	INNEALTA CAPITAL, LLC	0.27%	828.4K	24.04M	828.4K	+100.00%
Dec 31, 2023	MCADAM, LLC	0.27%	825.07K	23.94M	345.39K	+72.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.27%	818.41K	23.75M	78.44K	+10.60%
Dec 31, 2023	CHECCHI CAPITAL ADVISERS, LLC	0.26%	796.84K	23.12M	796.84K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.26%	795.05K	23.07M	302.78K	+61.51%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.25%	784.46K	22.76M	-58.39K	-6.93%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.25%	759.39K	22.07M	3.42K	+0.45%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.24%	743.5K	21.58M	155.67K	+26.48%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.22%	680.62K	19.75M	680.62K	+100.00%
Dec 31, 2023	ALERA INVESTMENT ADVISORS, LLC	0.22%	675.53K	19.6M	675.53K	+100.00%
Dec 31, 2023	MCMORGAN & CO LLC	0.22%	667.61K	19.37M	74.51K	+12.56%
Dec 31, 2023	O'BRIEN WEALTH PARTNERS LLC	0.2%	631.93K	18.34M	-261.33K	-29.26%
Dec 31, 2023	SHEPHERD FINANCIAL PARTNERS LLC	0.2%	627.96K	18.22M	627.96K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.2%	604.51K	17.54M	29.25K	+5.08%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	592.51K	17.19M	572.49K	+2,860.16%
Dec 31, 2023		0.18%	545.92K	15.84M	69.37K	+14.56%
Dec 31, 2023	STATE STREET CORP	14.9%	45.99M	1.33B	1.96M	+4.46%
Dec 31, 2023	MORGAN STANLEY	0.98%	3.03M	87.93M	-2.51M	-45.26%
Dec 31, 2023	VOYA FINANCIAL ADVISORS, INC.	1%	3.1M	90.72M	3.1M	+100.00%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	11.9%	36.74M	1.07B	1.22M	+3.43%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	11.61%	35.85M	1.04B	2.18M	+6.47%
Dec 31, 2023	FMR LLC	7.76%	23.96M	695.31M	-149.85K	-0.62%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.12%	12.71M	368.75M	921.1K	+7.82%
Dec 31, 2023	NAN SHAN LIFE INSURANCE CO., LTD.	3.55%	10.96M	317.97M	0	0
Dec 31, 2023	LPL FINANCIAL LLC	3.09%	9.54M	276.71M	1.12M	+13.35%
Dec 31, 2023	SCS CAPITAL MANAGEMENT LLC	1.15%	3.54M	102.86M	3.54M	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	1.17%	3.62M	105.16M	671.95K	+22.76%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.71%	2.2M	63.81M	134.73K	+6.53%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	1.8M	52.14M	426.42K	+31.12%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.57%	1.76M	51.17M	-736.68K	-29.47%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.57%	1.75M	50.67M	493.7K	+39.42%
Dec 31, 2023	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.45%	1.38M	39.93M	1.38M	+100.00%
Dec 31, 2023	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.43%	1.33M	38.67M	1.33M	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.43%	1.33M	36.74M	7.35K	+0.56%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.42%	1.3M	37.61M	893.87K	+222.21%

Frequently Asked Questions