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

Who are the major shareholders selling Northern Trust iBoxx 5-Year Target Duration TIPS ETF stock?

CLG LLC, in the last quarter, reduced its stake in TDTF by -0.07% restricting it's holding to 18.55 thousand shares of worth nearly $440.89K. GOLDMAN SACHS GROUP INC also lessened -8.6% of the TDTF shares from its portfolio, reducing its holding to 70.02 thousand shares of worth $1.66M. MORGAN STANLEY also shunned TDTF shares holding by -9.59% last quarter which brought its holding to 193.27 thousand shares worth $4.59M.

Investors who are buying TDTF stock?

As per its latest 13F filing, KENDALL CAPITAL MANAGEMENT increased its stake in TDTF by 19.88% in the last quarter. The institutional holder raised its holding to 232.25 thousand shares having worth more than $5.52M. APTUS CAPITAL ADVISORS, LLC also added 100% more shares of TDTF to its portfolio, raising its holding to 13.81 thousand shares of worth $328.26K. CAPITAL INVESTMENT ADVISORY SERVICES, LLC also increased its TDTF shares holding by 100% which brought its holding to 13.81 thousand shares worth $328.26K.

TDTF's major insiders: who are they?

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

Did an insider recently sell TDTF stock?

Company executives, directors, and other insiders own N/A percent of Northern Trust iBoxx 5-Year Target Duration TIPS ETF's stock. Within the last six months, there have been 0 transaction(s) in which TDTF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased TDTF stock?

There have been 0 transaction(s) during the past 6-months in which Northern Trust iBoxx 5-Year Target Duration TIPS ETF insiders have bought stock, totalling 0 shares

How much of TDTF does insiders own?

Around 0 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares are held by insiders, which represents about N/A of TDTF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TDTF?

KENDALL CAPITAL MANAGEMENT is the largest institutional owner in TDTF which holds 232.25 thousand shares worth $5.52M or 0.52% of the total TDTF shares outstanding followed by APTUS CAPITAL ADVISORS, LLC with ownership of 13.81 thousand shares representing 0.03% of the TDTF ownership. CAPITAL INVESTMENT ADVISORY SERVICES, LLC is the third largest stakeholder with 13.81 thousand shares or 0.03% of the ownership worth more than $328.26K.

Is Northern Trust iBoxx 5-Year Target Duration TIPS 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 TDTF is concerned, it is a stock which is not optionable.

Is there a short position on TDTF's shares?

Number of TDTF 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 TDTF shares are there?

As of today, null shares of TDTF are outstanding.

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

TDTF 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 TDTF is null.

Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) 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

OptionableNo

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. KENDALL CAPITAL MANAGEMENT is the top corporate investor, holding 232.25K shares valued at $5.52M. A 0.52% stake in Northern Trust iBoxx 5-Year Target Duration TIPS ETF is owned by the company. APTUS CAPITAL ADVISORS, LLC owns 13.81K shares valued at $328.26K, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KENDALL CAPITAL MANAGEMENT	0.52%	232.25K	5.52M	38.52K	+19.88%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.03%	13.81K	328.26K	13.81K	+100.00%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	13.81K	328.26K	13.81K	+100.00%
Jun 30, 2026	CLG LLC	0.04%	18.55K	440.89K	-13	-0.07%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.04%	18.8K	446.8K	1.12K	+6.34%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.05%	20.08K	477.3K	20.08K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	25.8K	613.36K	25.8K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.13%	57.26K	1.36M	37.61K	+191.37%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.16%	70.02K	1.66M	-6.59K	-8.60%
Jun 30, 2026	VERIDAN WEALTH LLC	0.2%	90.05K	2.14M	90.05K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	94.03K	2.24M	272	+0.29%
Jun 30, 2026	URBAN WEALTH MANAGEMENT, LLC	0.21%	95.11K	2.26M	15.88K	+20.05%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.48%	211.78K	5.03M	41.02K	+24.02%
Jun 30, 2026	MORGAN STANLEY	0.44%	193.27K	4.59M	-20.5K	-9.59%
Jun 30, 2026	STALEY CAPITAL ADVISERS INC	0.34%	149.01K	3.54M	149.01K	+100.00%
Jun 30, 2026	IFG ADVISORY, LLC	0.34%	148.85K	3.54M	148.85K	+100.00%
Jun 30, 2026	SIMON QUICK ADVISORS, LLC	0.33%	148.14K	3.52M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.32%	141.25K	3.36M	10.09K	+7.69%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.26%	114.89K	2.73M	2.91K	+2.60%
Jun 30, 2026	BFSG, LLC	0.2%	88.54K	2.1M	4.34K	+5.15%
Jun 30, 2026	CHESAPEAKE WEALTH MANAGEMENT	0.19%	83.3K	1.98M	16.01K	+23.79%
Jun 30, 2026	YODER WEALTH MANAGEMENT, INC.	0.18%	81.62K	1.94M	-2.38K	-2.83%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	76.6K	1.82M	25.28K	+49.26%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.15%	65.19K	1.55M	38.23K	+141.80%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	48.9K	1.16M	64	+0.13%
Jun 30, 2026	FUNDAMENTUM, LLC	0.1%	46.45K	1.1M	76	+0.16%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.09%	38.04K	904.21K	0	0
Jun 30, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.08%	35.37K	840.71K	4.22K	+13.53%
Jun 30, 2026	LYNX INVESTMENT ADVISORY	0.07%	33.06K	785.8K	73	+0.22%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	32.42K	770.51K	5.84K	+21.96%
Jun 30, 2026	CITADEL ADVISORS LLC	0.07%	30.86K	733.52K	-2.09K	-6.35%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.04%	16.7K	396.91K	-2.89K	-14.74%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.03%	14.4K	342.16K	-6.88K	-32.33%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.03%	13.55K	322.42K	665	+5.16%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.1%	44.81K	1.07M	3.45K	+8.35%
Jun 30, 2026	TIEMANN INVESTMENT ADVISORS, LLC	0.09%	41.46K	985.41K	0	0
Jun 30, 2026	NORTHERN TRUST CORP	39.17%	17.34M	412.25M	-41.62K	-0.24%
Jun 30, 2026	RONALD BLUE TRUST, INC.	8.14%	3.6M	85.65M	-65.7K	-1.79%
Jun 30, 2026	WEALTH ARCHITECTS, LLC	7.34%	3.25M	77.22M	133.29K	+4.28%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	6.88%	3.05M	72.45M	77.59K	+2.61%
Jun 30, 2026	ARCHVEST WEALTH ADVISORS, INC.	3.8%	1.68M	40.02M	68.38K	+4.23%
Jun 30, 2026	CHEVIOT VALUE MANAGEMENT, LLC	3.1%	1.37M	32.63M	10.29K	+0.75%
Jun 30, 2026	CHANDLER ASSET MANAGEMENT, INC.	2.77%	1.23M	29.18M	136.07K	+12.46%
Jun 30, 2026	FARMERS NATIONAL BANK	2.65%	1.17M	27.84M	219.33K	+23.04%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.84%	816K	19.4M	21.94K	+2.76%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.32%	585.51K	13.92M	121.59K	+26.21%
Jun 30, 2026	UBS GROUP AG	0.99%	437.9K	10.41M	35.42K	+8.80%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.68%	300.75K	7.15M	28.45K	+10.45%
Jun 30, 2026	COURIER CAPITAL LLC	0.63%	279.17K	6.64M	25.86K	+10.21%
Jun 30, 2026	VIDENT ADVISORY, LLC	0.55%	241.78K	5.75M	26.7K	+12.41%
Mar 31, 2026	YODER WEALTH MANAGEMENT, INC.	0.19%	84K	2.03M	-1.2K	-1.41%
Mar 31, 2026		0.02%	9.54K	230.11K	4.37K	+84.28%
Mar 31, 2026	SHARED VISION WEALTH GROUP LLC	0.02%	9.71K	234.13K	0	0
Mar 31, 2026	ALAMAR CAPITAL MANAGEMENT, LLC	0.03%	10.54K	254.22K	10.54K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	11.66K	281.05K	11.66K	+100.00%
Mar 31, 2026	NORTHERN TRUST CORP	39.26%	17.38M	419.15M	48.08K	+0.28%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	93.76K	2.26M	-1.07K	-1.13%
Mar 31, 2026	FARMERS NATIONAL BANK	2.15%	951.86K	22.95M	104.46K	+12.33%
Mar 31, 2026	CLG LLC	0.04%	18.56K	447.51K	158	+0.86%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.25%	111.98K	2.7M	1.13K	+1.02%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.39%	170.75K	4.12M	42.18K	+32.81%
Mar 31, 2026	KENDALL CAPITAL MANAGEMENT	0.44%	193.73K	4.67M	9.33K	+5.06%
Mar 31, 2026	MORGAN STANLEY	0.48%	213.76K	5.15M	24.39K	+12.88%
Mar 31, 2026	VIDENT ADVISORY, LLC	0.49%	215.08K	5.19M	105.68K	+96.59%
Mar 31, 2026	COURIER CAPITAL LLC	0.57%	253.31K	6.11M	14.53K	+6.08%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.62%	272.3K	6.57M	26.7K	+10.87%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.05%	463.93K	11.19M	139.64K	+43.06%
Mar 31, 2026	LYNX INVESTMENT ADVISORY	0.07%	32.99K	795.27K	32.99K	+100.00%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	6.71%	2.97M	71.61M	236.35K	+8.65%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.26%	116.08K	2.8M	116.08K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.03%	14K	337.61K	14K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	15.81K	381.12K	-804	-4.84%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.09%	38.04K	917.14K	1.39K	+3.78%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.17%	76.61K	1.85M	-9.69K	-11.23%
Mar 31, 2026	WEALTH ARCHITECTS, LLC	7.04%	3.12M	75.11M	124.28K	+4.16%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.03%	12.88K	308.78K	2.81K	+27.94%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.03%	13.81K	332.96K	0	0
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.04%	19.59K	472.2K	-753	-3.70%
Mar 31, 2026	RONALD BLUE TRUST, INC.	8.29%	3.67M	88.46M	-52.85K	-1.42%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.06%	26.96K	650.01K	6.37K	+30.94%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.1%	45.13K	1.09M	10.99K	+32.19%
Mar 31, 2026	FUNDAMENTUM, LLC	0.1%	46.38K	1.12M	1.91K	+4.30%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.11%	48.83K	1.18M	1.99K	+4.24%
Mar 31, 2026	BFSG, LLC	0.19%	84.2K	2.03M	4.14K	+5.17%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.33%	148.14K	3.57M	0	0
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.79%	794.06K	19.14M	18.62K	+2.40%
Mar 31, 2026	CHANDLER ASSET MANAGEMENT, INC.	2.47%	1.09M	26.32M	1.09M	+100.00%
Mar 31, 2026	CHEVIOT VALUE MANAGEMENT, LLC	3.08%	1.36M	32.85M	72.43K	+5.61%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.04%	19.65K	473.75K	6.13K	+45.33%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.05%	21.27K	509.81K	303	+1.44%
Mar 31, 2026	JPMORGAN CHASE & CO	0.06%	24.8K	597.34K	24.71K	+29,419.05%
Mar 31, 2026	VERABANK, N.A.	0.04%	16.92K	407.87K	-53	-0.31%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.04%	17.68K	426.19K	-3.66K	-17.16%
Mar 31, 2026	RFG ADVISORY, LLC	0.04%	17.94K	432.49K	17.94K	+100.00%
Mar 31, 2026	BELL INVESTMENT ADVISORS, INC	0.08%	36.16K	871.82K	-392	-1.07%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.09%	41.36K	997.2K	-4.09K	-8.99%
Mar 31, 2026	ARCHVEST WEALTH ADVISORS, INC.	3.65%	1.62M	38.94M	-24.3K	-1.48%
Mar 31, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.07%	31.15K	751.14K	1.02K	+3.39%
Mar 31, 2026	TIEMANN INVESTMENT ADVISORS, LLC	0.09%	41.46K	999.51K	1.65K	+4.15%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	51.32K	1.24M	10.89K	+26.93%
Mar 31, 2026	CHESAPEAKE WEALTH MANAGEMENT	0.15%	67.29K	1.62M	5.55K	+8.98%
Mar 31, 2026	URBAN WEALTH MANAGEMENT, LLC	0.18%	79.22K	1.91M	-3.79K	-4.57%
Mar 31, 2026	LPL FINANCIAL LLC	0.3%	131.16K	3.16M	-21.67K	-14.18%
Mar 31, 2026	CITADEL ADVISORS LLC	0.07%	32.95K	794.45K	18.14K	+122.40%
Mar 31, 2026	UBS GROUP AG	0.91%	402.48K	9.7M	47.24K	+13.30%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	26.33K	634.74K	6.93K	+35.71%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	26.58K	640.75K	-2.01K	-7.04%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0%	1K	24.11K	1K	+100.00%
Mar 31, 2026	FRANKLIN RESOURCES INC	0%	1.03K	24.71K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	1.95K	47.06K	-958	-32.92%
Mar 31, 2026	ROCK CREEK GROUP, LP	0.01%	4.11K	99.09K	0	0
Mar 31, 2026	INVESTORS RESEARCH CORP	0.02%	7.71K	185.84K	236	+3.16%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.02%	8.71K	210.09K	408	+4.91%
Mar 31, 2026	BETTERMENT LLC	0.02%	9.55K	230K	-753	-7.31%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	13.81K	330.96K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	16.61K	398.08K	7	+0.04%
Dec 31, 2025	VERABANK, N.A.	0.04%	16.97K	406.69K	-829	-4.66%
Dec 31, 2025	CLG LLC	0.05%	18.4K	441.03K	-3.03K	-14.15%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.05%	20.97K	502.55K	7.78K	+58.92%
Dec 31, 2025	CHESAPEAKE WEALTH MANAGEMENT	0.16%	61.74K	1.48M	-3.43K	-5.26%
Dec 31, 2025	URBAN WEALTH MANAGEMENT, LLC	0.21%	83.02K	1.99M	83.02K	+100.00%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.02%	7.47K	179.07K	131	+1.78%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	8.31K	199.06K	8.31K	+100.00%
Dec 31, 2025	SHARED VISION WEALTH GROUP LLC	0.02%	9.71K	233.26K	0	0
Dec 31, 2025	KMT WEALTH MANAGEMENT, LLC	0.03%	13.21K	316.67K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.04%	14.82K	355.07K	-28K	-65.39%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	20.59K	493.42K	1.78K	+9.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	21.34K	511.38K	-1.61K	-7.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	28.6K	685.25K	299	+1.06%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.08%	30.13K	722.13K	7.84K	+35.15%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.09%	36.66K	878.44K	0	0
Dec 31, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.1%	39.81K	953.95K	450	+1.14%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	94.83K	2.27M	-6.64K	-6.54%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.93%	775.44K	18.58M	32.89K	+4.43%
Dec 31, 2025	WEALTH ARCHITECTS, LLC	7.46%	2.99M	71.68M	204.95K	+7.36%
Dec 31, 2025	NORTHERN TRUST CORP	43.19%	17.34M	415.48M	-67.36K	-0.39%
Dec 31, 2025	FUNDAMENTUM, LLC	0.11%	44.47K	1.07M	197	+0.45%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.11%	45.45K	1.09M	569	+1.27%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	46.85K	1.12M	590	+1.28%
Dec 31, 2025	BFSG, LLC	0.2%	80.06K	1.92M	9.11K	+12.85%
Dec 31, 2025	FARMERS NATIONAL BANK	2.11%	847.4K	20.31M	128.8K	+17.92%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	86.3K	2.07M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.32%	128.57K	3.08M	93.09K	+262.33%
Dec 31, 2025	ROCK CREEK GROUP, LP	0.01%	4.11K	98.5K	-1.65K	-28.58%
Dec 31, 2025	GLASSMAN WEALTH SERVICES	0.01%	3.35K	80.26K	3.35K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.47%	189.37K	4.54M	20.49K	+12.13%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.81%	324.29K	7.77M	60.59K	+22.98%
Dec 31, 2025	UBS GROUP AG	0.89%	355.23K	8.51M	61.91K	+21.11%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.38%	148.14K	3.55M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	40.43K	969K	12.03K	+42.36%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.09%	34.14K	818K	-24.16K	-41.43%
Dec 31, 2025	ROYAL BANK OF CANADA	0.08%	33.43K	801K	26.41K	+376.47%
Dec 31, 2025	BELL INVESTMENT ADVISORS, INC	0.09%	36.55K	875.97K	522	+1.45%
Dec 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.22%	85.2K	2.04M	-320	-0.37%
Dec 31, 2025	COMERICA BANK	0.02%	9.6K	230.09K	-611	-5.98%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	2.91K	69.74K	1.01K	+53.32%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	1.88K	45.06K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	1.34K	32.02K	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0%	1.03K	24.56K	1.03K	+100.00%
Dec 31, 2025		0%	420	10.07K	420	+100.00%
Dec 31, 2025	COLONIAL TRUST CO / SC	0%	399	9.56K	-25	-5.90%
Dec 31, 2025	KENTUCKY TRUST CO	0%	400	9.59K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	1.43K	34.2K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.05%	19.4K	464.92K	7.7K	+65.83%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.05%	20.34K	487.4K	20.34K	+100.00%
Dec 31, 2025	VIDENT ADVISORY, LLC	0.27%	109.41K	2.62M	-75.02K	-40.68%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	110.85K	2.66M	-23.63K	-17.57%
Dec 31, 2025	LPL FINANCIAL LLC	0.38%	152.83K	3.66M	15.36K	+11.18%
Dec 31, 2025	KENDALL CAPITAL MANAGEMENT	0.47%	184.4K	4.42M	23.57K	+14.65%
Dec 31, 2025	IFG ADVISORY, LLC	0.56%	226.39K	5.43M	12.49K	+5.84%
Dec 31, 2025	COURIER CAPITAL LLC	0.61%	238.78K	5.72M	15.23K	+6.81%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.61%	245.59K	5.89M	10.27K	+4.36%
Dec 31, 2025	CHEVIOT VALUE MANAGEMENT, LLC	3.28%	1.29M	31.05M	72.25K	+5.93%
Dec 31, 2025	ARCHVEST WEALTH ADVISORS, INC.	4.08%	1.64M	39.29M	1.64M	+100.00%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	6.8%	2.73M	65.52M	16.79K	+0.62%
Dec 31, 2025	RONALD BLUE TRUST, INC.	9.47%	3.72M	89.19M	-11.13K	-0.30%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	10.07K	241.3K	6.43K	+176.32%
Dec 31, 2025	BETTERMENT LLC	0.03%	10.3K	247K	900	+9.57%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.03%	13.52K	324.02K	3.72K	+37.91%
Sep 30, 2025	ADVISORS PREFERRED, LLC	0%	0	-	-6.99K	-100.00%
Sep 30, 2025	GREENLEAF TRUST	0%	0	-	-12K	-100.00%
Sep 30, 2025	L.M. KOHN & COMPANY	0%	0	-	-22.9K	-100.00%
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-1.65K	-100.00%
Sep 30, 2025	KEY FINANCIAL INC	0%	141	3.42K	0	0
Sep 30, 2025	INVESTORS RESEARCH CORP	0.02%	7.34K	178.17K	297	+4.22%
Sep 30, 2025	SHARED VISION WEALTH GROUP LLC	0.03%	9.71K	236.85K	0	0
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.06%	22.3K	541.09K	22.3K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.38%	137.46K	3.34M	90.68K	+193.81%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.37%	134.48K	3.26M	-96.21K	-41.70%
Sep 30, 2025	PROMUS CAPITAL, LLC	0%	206	5K	0	0
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.12%	44.88K	1.09M	-8.4K	-15.77%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	46.26K	1.12M	2.86K	+6.60%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	22.94K	556.85K	-2.98K	-11.51%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	9.8K	237.95K	9.8K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	1.9K	46.06K	-12	-0.63%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.88K	45.63K	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	1.43K	34.63K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1.34K	32.43K	0	0
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	1.27K	30.69K	1.27K	+100.00%
Sep 30, 2025	FMR LLC	0%	694	16.84K	694	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	678	16.46K	-1.41K	-67.48%
Sep 30, 2025	COLONIAL TRUST CO / SC	0%	424	10.29K	-131	-23.60%
Sep 30, 2025	KENTUCKY TRUST CO	0%	400	9.71K	-181	-31.15%
Sep 30, 2025	ASSETMARK, INC	0%	327	7.94K	327	+100.00%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	287	6.97K	170	+145.30%
Sep 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	279	6.77K	279	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	101.47K	2.46M	-60.94K	-37.52%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.16%	58.3K	1.42M	-79.3K	-57.63%
Sep 30, 2025	CHESAPEAKE WEALTH MANAGEMENT	0.18%	65.17K	1.58M	2.35K	+3.74%
Sep 30, 2025	BFSG, LLC	0.19%	70.95K	1.72M	4.67K	+7.05%
Sep 30, 2025	GTS SECURITIES LLC	0.02%	8.93K	216.83K	8.93K	+100.00%
Sep 30, 2025	BETTERMENT LLC	0.03%	9.4K	228K	172	+1.86%
Sep 30, 2025	COMERICA BANK	0.03%	10.21K	247.85K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	11.7K	283.94K	-68.46K	-85.40%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.04%	13.2K	320.24K	13.2K	+100.00%
Sep 30, 2025	KMT WEALTH MANAGEMENT, LLC	0.04%	13.21K	320.7K	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	13.81K	335.17K	1.09K	+8.55%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.04%	15.15K	367.62K	15.15K	+100.00%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.1%	36.66K	889.62K	36.66K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	42.81K	1.04M	-2.15K	-4.78%
Sep 30, 2025	FUNDAMENTUM, LLC	0.12%	44.27K	1.07M	-262	-0.59%
Sep 30, 2025	CLG LLC	0.06%	21.44K	520.23K	-190	-0.88%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.41%	148.14K	3.6M	148.14K	+100.00%
Sep 30, 2025	KENDALL CAPITAL MANAGEMENT	0.44%	160.83K	3.9M	68	+0.04%
Sep 30, 2025	MORGAN STANLEY	0.46%	168.88K	4.1M	5.15K	+3.14%
Sep 30, 2025	VIDENT ADVISORY, LLC	0.5%	184.42K	4.48M	-48.82K	-20.93%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	7.28K	176.67K	7.28K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	16.6K	403K	53	+0.32%
Sep 30, 2025	VERABANK, N.A.	0.05%	17.8K	431.98K	-438	-2.40%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.02%	8.82K	213.94K	-402	-4.36%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	28.3K	689.5K	-1.39K	-4.69%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	28.4K	689K	1.12K	+4.11%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	35.48K	861.21K	30.39K	+597.13%
Sep 30, 2025	BELL INVESTMENT ADVISORS, INC	0.1%	36.03K	874.46K	5.14K	+16.64%
Sep 30, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.11%	39.36K	955.17K	400	+1.03%
Sep 30, 2025	ROCK CREEK GROUP, LP	0.02%	5.76K	139.67K	-419	-6.79%
Sep 30, 2025	IFG ADVISORY, LLC	0.59%	213.9K	5.19M	10.93K	+5.39%
Sep 30, 2025	COURIER CAPITAL LLC	0.61%	223.56K	5.43M	7.69K	+3.56%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.64%	235.33K	5.71M	220.94K	+1,535.24%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	3.64K	88.41K	745	+25.70%
Sep 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.23%	85.52K	2.08M	-7.15K	-7.72%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.72%	263.7K	6.4M	113.27K	+75.30%
Sep 30, 2025	UBS GROUP AG	0.8%	293.32K	7.12M	45.81K	+18.51%
Sep 30, 2025	FARMERS NATIONAL BANK	1.97%	718.6K	17.44M	237.86K	+49.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.03%	742.55K	18.02M	52.41K	+7.59%
Sep 30, 2025	CHEVIOT VALUE MANAGEMENT, LLC	3.33%	1.22M	29.64M	282.19K	+30.16%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	7.43%	2.72M	65.94M	200.59K	+7.97%
Sep 30, 2025	WEALTH ARCHITECTS, LLC	7.62%	2.79M	67.62M	81.35K	+3.01%
Sep 30, 2025	RONALD BLUE TRUST, INC.	10.22%	3.73M	90.59M	-703.78K	-15.86%
Sep 30, 2025	NORTHERN TRUST CORP	47.61%	17.4M	422.4M	226.21K	+1.32%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	7.02K	170K	-25.03K	-78.11%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	18.81K	456.51K	18.81K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.24%	86.3K	2.09M	86.3K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.06%	22.36K	542.77K	22.36K	+100.00%
Sep 30, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0%	0	-	-32.14K	-100.00%
Jun 30, 2025	ROCK CREEK GROUP, LP	0.02%	6.17K	149K	6.17K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.52%	183.77K	4.43M	-2.88K	-1.54%
Jun 30, 2025	MORGAN STANLEY	0.46%	163.73K	3.94M	3.54K	+2.21%
Jun 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.26%	92.67K	2.23M	-426	-0.46%
Jun 30, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.09%	32.14K	773.9K	32.14K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	32.05K	772K	10.23K	+46.85%
Jun 30, 2025	L.M. KOHN & COMPANY	0.06%	22.9K	551.47K	-63	-0.27%
Jun 30, 2025	GREENLEAF TRUST	0.03%	12K	288.91K	1.78K	+17.36%
Jun 30, 2025	COMERICA BANK	0.03%	10.21K	245.91K	10	+0.10%
Jun 30, 2025	SHARED VISION WEALTH GROUP LLC	0.03%	9.71K	233.55K	0	0
Jun 30, 2025	CHESAPEAKE WEALTH MANAGEMENT	0.18%	62.82K	1.51M	3.79K	+6.42%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.02%	7.04K	169.62K	332	+4.95%
Jun 30, 2025	RONALD BLUE TRUST, INC.	12.56%	4.44M	106.83M	-2.52M	-36.20%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	162.41K	3.91M	-933	-0.57%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	53.28K	1.28M	38.16K	+252.40%
Jun 30, 2025	VERABANK, N.A.	0.05%	18.24K	439.15K	-10.74K	-37.07%
Jun 30, 2025	BETTERMENT LLC	0.03%	9.23K	222K	-320	-3.35%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	9.22K	221.95K	-8.68K	-48.50%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-277	-100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-10.86K	-100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-9.69K	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-11.16K	-100.00%
Jun 30, 2025	WEALTH ARCHITECTS, LLC	7.66%	2.7M	65.13M	146.88K	+5.74%
Jun 30, 2025	FUNDAMENTUM, LLC	0.13%	44.53K	1.07M	-297	-0.66%
Jun 30, 2025	CHEVIOT VALUE MANAGEMENT, LLC	2.65%	935.71K	22.62M	61.27K	+7.01%
Jun 30, 2025	FARMERS NATIONAL BANK	1.36%	480.74K	11.58M	208.04K	+76.29%
Jun 30, 2025	VIDENT ADVISORY, LLC	0.66%	233.25K	5.62M	-266.33K	-53.31%
Jun 30, 2025	BELL INVESTMENT ADVISORS, INC	0.09%	30.89K	743.82K	30.89K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	25.93K	624.33K	-3.09K	-10.65%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	2.9K	69.68K	282	+10.78%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	1.91K	45.99K	-12	-0.62%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.88K	45.27K	-1.55K	-45.17%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1.34K	32.17K	0	0
Jun 30, 2025	COLONIAL TRUST CO / SC	0%	555	13.36K	-286	-34.01%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	280	6.74K	0	0
Jun 30, 2025	KEY FINANCIAL INC	0%	141	3.4K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	117	2.82K	0	0
Jun 30, 2025	M&T BANK CORP	0%	0	-	-10.01K	-100.00%
Jun 30, 2025	FMR LLC	0%	0	-	-626	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.39%	137.6K	3.31M	50.71K	+58.35%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	7.12%	2.52M	60.6M	31.13K	+1.25%
Jun 30, 2025	NORTHERN TRUST CORP	48.62%	17.18M	413.65M	1.93M	+12.66%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.95%	690.15K	16.62M	526.98K	+322.96%
Jun 30, 2025	UBS GROUP AG	0.7%	247.52K	5.96M	3.19K	+1.31%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.65%	230.68K	5.55M	78.93K	+52.01%
Jun 30, 2025	COURIER CAPITAL LLC	0.61%	215.87K	5.2M	11.66K	+5.71%
Jun 30, 2025	IFG ADVISORY, LLC	0.57%	202.97K	4.89M	21.32K	+11.74%
Jun 30, 2025	KENDALL CAPITAL MANAGEMENT	0.46%	160.76K	3.87M	11.06K	+7.39%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.43%	150.43K	3.62M	67.69K	+81.81%
Jun 30, 2025	JANE STREET GROUP, LLC	0.23%	80.16K	1.93M	62.67K	+358.43%
Jun 30, 2025	BFSG, LLC	0.19%	66.28K	1.6M	-188	-0.28%
Jun 30, 2025	LPL FINANCIAL LLC	0.13%	46.79K	1.13M	35.44K	+312.47%
Jun 30, 2025	CITADEL ADVISORS LLC	0.13%	44.96K	1.08M	2.64K	+6.23%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	43.4K	1.05M	1.52K	+3.63%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	40.37K	972.04K	-331	-0.81%
Jun 30, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.11%	38.96K	938.06K	5.5K	+16.44%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	27.28K	657K	13.94K	+104.45%
Jun 30, 2025		0.04%	13.21K	318.19K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	16.55K	399K	938	+6.01%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	14.39K	346.53K	-633	-4.21%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	29.69K	714.8K	19.88K	+202.63%
Jun 30, 2025	CLG LLC	0.06%	21.63K	520.73K	21.63K	+100.00%
Jun 30, 2025	KMT WEALTH MANAGEMENT, LLC	0.04%	13.21K	318.19K	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	12.72K	306.35K	-7.25K	-36.29%
Jun 30, 2025	ADVISORS PREFERRED, LLC	0.02%	6.99K	167.34K	6.99K	+100.00%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.06%	19.97K	484.27K	19.97K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	21.82K	529K	-15.94K	-42.20%
Mar 31, 2025	L.M. KOHN & COMPANY	0.07%	22.97K	556.9K	-53	-0.23%
Mar 31, 2025	VERABANK, N.A.	0.09%	28.98K	702.72K	-3.18K	-9.87%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	29.02K	703.66K	-1.22K	-4.04%
Mar 31, 2025	TIEMANN INVESTMENT ADVISORS, LLC	0.1%	33.46K	811.31K	7K	+26.46%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	40.7K	986.93K	40.7K	+100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	41.88K	1.02M	2.48K	+6.28%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	42.33K	1.03M	-65.16K	-60.62%
Mar 31, 2025	MORGAN STANLEY	0.48%	160.19K	3.88M	-37.03K	-18.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	163.17K	3.96M	-7.36K	-4.31%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	163.35K	3.96M	-968	-0.59%
Mar 31, 2025	IFG ADVISORY, LLC	0.54%	181.65K	4.41M	7.36K	+4.22%
Mar 31, 2025	NORTHERN TRUST CORP	45.72%	15.25M	369.74M	1.3M	+9.30%
Mar 31, 2025	FARMERS NATIONAL BANK	0.82%	272.7K	6.61M	3.06K	+1.14%
Mar 31, 2025	VIDENT ADVISORY, LLC	1.5%	499.58K	12.11M	363.41K	+266.87%
Mar 31, 2025	CHEVIOT VALUE MANAGEMENT, LLC	2.62%	874.45K	20.84M	874.45K	+100.00%
Mar 31, 2025	COMERICA BANK	0.03%	10.2K	247.4K	0	0
Mar 31, 2025	GREENLEAF TRUST	0.03%	10.22K	247.91K	0	0
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.03%	10.86K	263.36K	977	+9.89%
Mar 31, 2025	FUNDAMENTUM, LLC	0.13%	44.83K	1.09M	-962	-2.10%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.03%	11.16K	270.73K	11.16K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.56%	186.65K	4.53M	186.65K	+100.00%
Mar 31, 2025	BETTERMENT LLC	0.03%	9.55K	232K	441	+4.84%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	9.69K	234.98K	9.69K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.03%	11.34K	275.08K	-17.49K	-60.66%
Mar 31, 2025		0.04%	13.21K	320.44K	0	0
Mar 31, 2025	CHESAPEAKE WEALTH MANAGEMENT	0.18%	59.03K	1.43M	-1.89K	-3.10%
Mar 31, 2025	BFSG, LLC	0.2%	66.46K	1.61M	970	+1.48%
Mar 31, 2025	COURIER CAPITAL LLC	0.61%	204.21K	4.95M	8.28K	+4.22%
Mar 31, 2025	UBS GROUP AG	0.73%	244.33K	5.92M	-98.25K	-28.68%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	7.45%	2.49M	60.27M	290.08K	+13.21%
Mar 31, 2025	WEALTH ARCHITECTS, LLC	7.67%	2.56M	62.03M	42.28K	+1.68%
Mar 31, 2025	RONALD BLUE TRUST, INC.	20.85%	6.95M	168.63M	520.45K	+8.09%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	15.02K	364.33K	575	+3.98%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.25%	82.74K	2.01M	57.66K	+229.96%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.26%	86.9K	2.11M	55.43K	+176.14%
Mar 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.28%	93.1K	2.26M	-650	-0.69%
Mar 31, 2025	KENDALL CAPITAL MANAGEMENT	0.45%	149.7K	3.63M	20.42K	+15.79%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	151.76K	3.68M	-6.67K	-4.21%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	5.45K	132.15K	-407	-6.95%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.02%	6.71K	162.77K	28	+0.42%
Mar 31, 2025	M&T BANK CORP	0.03%	10.01K	242.79K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	15.61K	379K	-7	-0.04%
Mar 31, 2025	SHARED VISION WEALTH GROUP LLC	0.03%	9.71K	235.49K	0	0
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.05%	15.12K	366.63K	15.12K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	9.81K	237.91K	2.03K	+26.11%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	13.34K	324K	-1.8K	-11.88%
Mar 31, 2025	JANE STREET GROUP, LLC	0.05%	17.49K	424.01K	-83.29K	-82.65%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.05%	17.9K	434.01K	-6.17K	-25.64%
Mar 31, 2024	KEY FINANCIAL INC	0%	141	3.34K	0	0
Mar 31, 2024	RONALD BLUE TRUST, INC.	12.59%	4.2M	99.44M	-358.93K	-7.86%
Mar 31, 2024	MORGAN STANLEY	0.74%	254.22K	6.01M	16.57K	+6.97%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.96%	331.2K	7.83M	-357.39K	-51.90%
Mar 31, 2024	UBS GROUP AG	1.28%	440.6K	10.42M	33.2K	+8.15%
Mar 31, 2024	MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.	0%	202	4.78K	0	0
Mar 31, 2024	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	531	13K	531	+100.00%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0%	939	21.96K	939	+100.00%
Mar 31, 2024	COLONIAL TRUST CO / SC	0%	1.06K	25.14K	13	+1.24%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	2.67K	63.05K	576	+27.56%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.01%	3.46K	81.83K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	4.95K	117.06K	-1.66K	-25.16%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	5.81K	137.41K	3.65K	+169.01%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	8.59K	203.16K	-141	-1.61%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.03%	8.77K	207.43K	505	+6.11%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	9.54K	226K	-2.03K	-17.57%
Mar 31, 2024	BELL INVESTMENT ADVISORS, INC	0.03%	9.38K	221.9K	-5.86K	-38.44%
Mar 31, 2024	SHARED VISION WEALTH GROUP LLC	0.03%	9.71K	229.67K	0	0
Mar 31, 2024	GREENLEAF TRUST	0.03%	10.22K	241.77K	-6.23K	-37.86%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.04%	12.32K	291.42K	1.45K	+13.36%
Mar 31, 2024	COMERICA BANK	0.04%	12.97K	306.81K	252	+1.98%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0.04%	14.45K	341.77K	14.45K	+100.00%
Mar 31, 2024	HRT FINANCIAL LP	0.04%	14.93K	352K	14.93K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	16.81K	397K	16.81K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.05%	17.7K	418.58K	17.7K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.05%	17.7K	418.58K	-9.87K	-35.81%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	18.56K	439.04K	1.16K	+6.63%
Mar 31, 2024	L.M. KOHN & COMPANY	0.06%	20.27K	479.41K	7.73K	+61.64%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	20.85K	493.2K	-84.63K	-80.23%
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	22.83K	540K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.08%	27.23K	643.88K	-11.32K	-29.37%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.09%	29.44K	696K	-1.16K	-3.78%
Mar 31, 2024	TIEMANN INVESTMENT ADVISORS, LLC	0.09%	30.88K	730.22K	-10.63K	-25.60%
Mar 31, 2024	ARCHVEST WEALTH ADVISORS, INC.	0.1%	33.62K	786.3K	-7.21K	-17.65%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	41.58K	983K	1.32K	+3.27%
Mar 31, 2024	CITADEL ADVISORS LLC	0.16%	53.39K	1.26M	20.38K	+61.72%
Mar 31, 2024	IFG ADVISORY, LLC	0.16%	53.71K	1.27M	1.75K	+3.37%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.22%	74.51K	1.76M	4.54K	+6.49%
Mar 31, 2024	BFSG, LLC	0.24%	78.71K	1.86M	-426	-0.54%
Mar 31, 2024	VERABANK, N.A.	0.36%	119.13K	2.82M	-4.18K	-3.39%
Mar 31, 2024	JANE STREET GROUP, LLC	0.4%	137.4K	3.25M	-83.01K	-37.66%
Mar 31, 2024	KENDALL CAPITAL MANAGEMENT	0.45%	150.85K	3.57M	-1.59K	-1.04%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	165.22K	3.91M	-12.79K	-7.18%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.7%	239.19K	5.66M	-57.28K	-19.32%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	6.05%	2.02M	47.8M	48.84K	+2.48%
Mar 31, 2024	WEALTH ARCHITECTS, LLC	6.55%	2.19M	51.76M	171.24K	+8.49%
Mar 31, 2024	GODSEY & GIBB, INC	0%	0	-	-469	-100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0%	0	-	-20.58K	-100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-12.7K	-100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0%	0	-	-117	-100.00%
Mar 31, 2024	FIFTH THIRD BANCORP	0%	0	-	-1.15K	-100.00%
Mar 31, 2024	FMR LLC	0%	1	24	-1	-50.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	22	520	-4.43K	-99.51%
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0%	100	2.37K	0	0
Mar 31, 2024	CAROLINAS WEALTH CONSULTING LLC	0%	124	2.93K	124	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.1%	34.94K	827K	-29K	-45.35%
Mar 31, 2024	CHESAPEAKE WEALTH MANAGEMENT	0.24%	79.96K	1.89M	-10.06K	-11.17%
Mar 31, 2024	YODER WEALTH MANAGEMENT, INC.	0.31%	103.32K	2.44M	-1.17K	-1.12%
Mar 31, 2024	LPL FINANCIAL LLC	0.32%	109.68K	2.59M	3.52K	+3.31%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.33%	110.59K	2.62M	9.32K	+9.21%
Mar 31, 2024	NORTHERN TRUST CORP	43.14%	14.81M	350.25M	-1.14M	-7.17%
Dec 31, 2023	BFSG, LLC	0.23%	79.13K	1.87M	-56.96K	-41.85%
Dec 31, 2023	CHESAPEAKE WEALTH MANAGEMENT	0.26%	90.02K	2.13M	-14	-0.02%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.29%	101.27K	2.39M	101.27K	+100.00%
Dec 31, 2023	YODER WEALTH MANAGEMENT, INC.	0.3%	104.48K	2.47M	14.75K	+16.43%
Dec 31, 2023	LPL FINANCIAL LLC	0.31%	106.17K	2.51M	-7.94K	-6.96%
Dec 31, 2023	VERABANK, N.A.	0.35%	123.31K	2.91M	-7.83K	-5.97%
Dec 31, 2023	KENDALL CAPITAL MANAGEMENT	0.44%	152.44K	3.6M	-7.25K	-4.54%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.45%	156.01K	3.69M	108.59K	+228.97%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.51%	178.01K	4.21M	44.48K	+33.31%
Dec 31, 2023	JANE STREET GROUP, LLC	0.63%	220.41K	5.21M	-224.73K	-50.49%
Dec 31, 2023	MORGAN STANLEY	0.68%	237.65K	5.62M	20.95K	+9.67%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.85%	296.47K	7.01M	-9.32K	-3.05%
Dec 31, 2023	UBS GROUP AG	1.17%	407.4K	9.63M	12.52K	+3.17%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.98%	688.59K	16.28M	-55.17K	-7.42%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	5.68%	1.97M	46.61M	28.49K	+1.47%
Dec 31, 2023	WEALTH ARCHITECTS, LLC	5.81%	2.02M	47.67M	1.9M	+1,574.19%
Dec 31, 2023	RONALD BLUE TRUST, INC.	13.14%	4.56M	104.69M	-1.38M	-23.16%
Dec 31, 2023	NORTHERN TRUST CORP	45.93%	15.95M	376.97M	-245.57K	-1.52%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.06%	20.58K	486.28K	-714	-3.35%
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	22.83K	539.54K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	27.57K	651.55K	-4.52K	-14.07%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.09%	30.59K	723K	-15.86K	-34.15%
Dec 31, 2023	CITADEL ADVISORS LLC	0.1%	33.01K	780.12K	-29.87K	-47.50%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.11%	38.55K	910.83K	-24.82K	-39.17%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	1.58K	37.36K	0	0
Dec 31, 2023	DELOS WEALTH ADVISORS, LLC	0.01%	2K	47.26K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	2.09K	49.39K	-4.47K	-68.15%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.01%	2.16K	51.07K	-30.15K	-93.32%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.01%	3.46K	82.04K	-342.54K	-99.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	4.45K	105.25K	4.45K	+100.00%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	6.61K	156.28K	-135.16K	-95.33%
Dec 31, 2023	INVESTORS RESEARCH CORP	0.02%	8.27K	195.33K	-373	-4.32%
Dec 31, 2023	CHOREO, LLC	0.02%	8.62K	203.67K	-329	-3.68%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.03%	8.73K	206.32K	-144.94K	-94.32%
Dec 31, 2023		0.03%	9.71K	229.47K	9.71K	+100.00%
Dec 31, 2023	TWO SIGMA SECURITIES, LLC	0.03%	10.87K	256.86K	10.87K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	11.58K	274K	-4.43K	-27.69%
Dec 31, 2023	L.M. KOHN & COMPANY	0.04%	12.54K	296.34K	-158	-1.24%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.04%	12.7K	300K	-5.23K	-29.19%
Dec 31, 2023	COMERICA BANK	0.04%	12.72K	300.6K	2.79K	+28.13%
Dec 31, 2023	BELL INVESTMENT ADVISORS, INC	0.04%	15.24K	360.17K	6.29K	+70.26%
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.05%	15.71K	371.19K	821	+5.51%
Dec 31, 2023	GREENLEAF TRUST	0.05%	16.45K	388.76K	16.45K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	17.41K	411.38K	-1.12K	-6.02%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	40.26K	951K	-1.8K	-4.28%
Dec 31, 2023	ARCHVEST WEALTH ADVISORS, INC.	0.12%	40.82K	964.65K	-161.25K	-79.80%
Dec 31, 2023	TIEMANN INVESTMENT ADVISORS, LLC	0.12%	41.5K	980.67K	-15.66K	-27.40%
Dec 31, 2023	IFG ADVISORY, LLC	0.15%	51.96K	1.23M	18.78K	+56.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.18%	63.94K	1.51M	41.15K	+180.59%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.2%	69.97K	1.65M	-4.54K	-6.09%

Frequently Asked Questions