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

Who are the major shareholders selling Vanguard Materials ETF stock?

GIBRALTAR CAPITAL MANAGEMENT, INC., in the last quarter, reduced its stake in VAW by -4.32% restricting it's holding to 15.52 thousand shares of worth nearly $3.55M. TRANQUILLI FINANCIAL ADVISOR LLC also lessened -3.42% of the VAW shares from its portfolio, reducing its holding to 15.94 thousand shares of worth $3.65M. EXCHANGE TRADED CONCEPTS, LLC also shunned VAW shares holding by -45.5% last quarter which brought its holding to 16.54 thousand shares worth $3.78M.

Investors who are buying VAW stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in VAW by 8.11% in the last quarter. The institutional holder raised its holding to 245.1 thousand shares having worth more than $56.08M. MORGAN STANLEY also added 0.58% more shares of VAW to its portfolio, raising its holding to 260.78 thousand shares of worth $59.66M. LPL FINANCIAL LLC also increased its VAW shares holding by 7.41% which brought its holding to 331.45 thousand shares worth $75.83M.

VAW's major insiders: who are they?

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

Did an insider recently sell VAW stock?

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

Which insider recently purchased VAW stock?

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

How much of VAW does insiders own?

Around 0 Vanguard Materials ETF shares are held by insiders, which represents about N/A of VAW stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VAW?

WELLS FARGO & COMPANY/MN is the largest institutional owner in VAW which holds 245.1 thousand shares worth $56.08M or 1.22% of the total VAW shares outstanding followed by MORGAN STANLEY with ownership of 260.78 thousand shares representing 1.3% of the VAW ownership. LPL FINANCIAL LLC is the third largest stakeholder with 331.45 thousand shares or 1.65% of the ownership worth more than $75.83M.

Is Vanguard Materials 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 VAW is concerned, it is a stock which is optionable.

Is there a short position on VAW's shares?

Number of VAW 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 VAW shares are there?

As of today, null shares of VAW are outstanding.

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

VAW 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 VAW is null.

Vanguard Materials ETF (VAW) 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. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 245.1K shares valued at $56.08M. A 1.22% stake in Vanguard Materials ETF is owned by the company. MORGAN STANLEY owns 260.78K shares valued at $59.66M, which translates its holding of 1.3% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.22%	245.1K	56.08M	18.39K	+8.11%
Jun 30, 2026	MORGAN STANLEY	1.3%	260.78K	59.66M	1.5K	+0.58%
Jun 30, 2026	LPL FINANCIAL LLC	1.65%	331.45K	75.83M	22.86K	+7.41%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.14%	429.71K	98.31M	11.72K	+2.80%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.08%	15.3K	3.5M	15.3K	+100.00%
Jun 30, 2026	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.08%	15.52K	3.55M	-700	-4.32%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	15.55K	3.56M	2K	+14.77%
Jun 30, 2026	TRANQUILLI FINANCIAL ADVISOR LLC	0.08%	15.94K	3.65M	-564	-3.42%
Jun 30, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.09%	16.54K	3.78M	-13.8K	-45.50%
Jun 30, 2026	SILVER COAST INVESTMENTS LLC	0.09%	16.79K	3.84M	-18	-0.11%
Jun 30, 2026	CERTIFIED ADVISORY CORP	0.09%	18.27K	4.18M	-928	-4.83%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.09%	18.32K	4.19M	-827	-4.32%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.1%	18.63K	4.26M	15.43K	+480.83%
Jun 30, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.21%	42.55K	9.74M	932	+2.24%
Jun 30, 2026	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.11%	22.31K	5.1M	-230	-1.02%
Jun 30, 2026	J. M. BROWN & ASSOCIATES INC.	0.12%	23.25K	5.32M	23.25K	+100.00%
Jun 30, 2026	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	0.12%	23.44K	5.36M	66	+0.28%
Jun 30, 2026	M HOLDINGS SECURITIES, INC.	0.13%	25.27K	5.77M	-3.71K	-12.79%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	21.32K	4.88M	1.04K	+5.10%
Jun 30, 2026	GFS ADVISORS, LLC	0.11%	21.33K	160.15K	21.33K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	21.59K	4.94M	-792	-3.54%
Jun 30, 2026	GUARDIAN WEALTH MANAGEMENT, LLC	0.12%	24.06K	5.5M	-52	-0.22%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.14%	27.9K	6.38M	27.9K	+100.00%
Jun 30, 2026	LRI INVESTMENTS, LLC	0.14%	28.36K	6.49M	-120	-0.42%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.42%	83.51K	19.11M	-5.7K	-6.39%
Jun 30, 2026	UBS GROUP AG	0.65%	130.27K	29.8M	6.77K	+5.49%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.84%	168.43K	38.53M	-3.84K	-2.23%
Jun 30, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.08%	209.61K	47.96M	-15.46K	-6.87%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.13%	226.85K	51.67M	-8.09K	-3.44%
Jun 30, 2026	PARK NATIONAL CORP /OH/	0.14%	28.8K	6.59M	400	+1.41%
Jun 30, 2026	ROYAL BANK OF CANADA	0.14%	28.8K	6.59M	8.9K	+44.73%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.12%	24.06K	5.51M	329	+1.39%
Jun 30, 2026	GW HENSSLER & ASSOCIATES LTD	0.31%	62.78K	14.36M	-154	-0.24%
Jun 30, 2026		0.12%	23.25K	5.32M	23.25K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	14.38K	3.29M	-130	-0.90%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.07%	14.18K	3.24M	134	+0.95%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.48%	97.48K	22.3M	7.02K	+7.77%
Jun 30, 2026	LIDO ADVISORS, LLC	0.36%	72.61K	16.61M	-162	-0.22%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.33%	65.62K	15.01M	-2.52K	-3.70%
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.32%	63.99K	14.64M	26.56K	+70.96%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	40.26K	9.21M	-362	-0.89%
Jun 30, 2026	KCM INVESTMENT ADVISORS LLC	0.19%	38.86K	8.89M	-3.63K	-8.54%
Jun 30, 2026	MARINER, LLC	0.07%	14.5K	3.32M	1.13K	+8.47%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.08%	14.8K	3.39M	1.98K	+15.42%
Jun 30, 2026	PRAETORIAN WEALTH MANAGEMENT, INC.	0.08%	14.98K	3.43M	12.65K	+541.82%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	21.77K	4.98M	-524	-2.35%
Jun 30, 2026	BANCO SANTANDER, S.A.	0.27%	54K	12.35M	0	0
Jun 30, 2026	STIFEL FINANCIAL CORP	0.38%	76.06K	17.4M	4.02K	+5.58%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	0.91%	182.35K	41.72M	12.03K	+7.06%
Jun 30, 2026	EMPOWER ADVISORY GROUP, LLC	1.81%	363.51K	83.17M	19.77K	+5.75%
Jun 30, 2026	BEACON CAPITAL MANAGEMENT, INC.	1.96%	394.69K	90.3M	-59.49K	-13.10%
Jun 30, 2026	JPMORGAN CHASE & CO	0.28%	56.27K	12.82M	-1K	-1.75%
Jun 30, 2026	BERKELEY CAPITAL PARTNERS, LLC	0.2%	40.46K	9.26M	40.46K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	37.37K	8.56M	4.15K	+12.51%
Jun 30, 2026	ASSETMARK, INC	0.17%	34.68K	7.94M	14.75K	+74.01%
Jun 30, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.14%	27.7K	6.34M	10.64K	+62.38%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	27.19K	6.22M	-12.97K	-32.30%
Jun 30, 2026	SIGMA PLANNING CORP	0.11%	21.44K	4.91M	-24	-0.11%
Jun 30, 2026	VICKERMAN INVESTMENT ADVISORS, INC.	0.1%	20.84K	4.77M	-599	-2.79%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.13%	25.44K	5.82M	1.63K	+6.83%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.11%	22.07K	5.05M	1.99K	+9.90%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.12%	24.26K	5.55M	7.87K	+47.99%
Jun 30, 2026	CREATIVE PLANNING	0.12%	24.5K	5.61M	-420	-1.69%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	43.54K	9.96M	-1.5K	-3.33%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.71%	141.96K	32.48M	41.96K	+41.96%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.07%	13.72K	3.09M	3.06K	+28.67%
Mar 31, 2026	M HOLDINGS SECURITIES, INC.	0.15%	28.98K	6.67M	3.14K	+12.15%
Mar 31, 2026	LRI INVESTMENTS, LLC	0.14%	28.48K	6.42M	44	+0.15%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	13.09K	2.44M	-1.22K	-8.51%
Mar 31, 2026	MARINER, LLC	0.07%	13.37K	3.01M	-1.49K	-10.03%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.07%	13.7K	3.1M	40	+0.29%
Mar 31, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.08%	14.04K	3.16M	-147	-1.04%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	14.51K	3.27M	56	+0.39%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.08%	15.1K	3.4M	-620	-3.94%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.08%	15.39K	3.47M	2.6K	+20.29%
Mar 31, 2026	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.09%	16.22K	3.65M	0	0
Mar 31, 2026	TRANQUILLI FINANCIAL ADVISOR LLC	0.09%	16.5K	3.72M	-209	-1.25%
Mar 31, 2026	SILVER COAST INVESTMENTS LLC	0.09%	16.81K	3.79M	249	+1.50%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.14%	226.71K	51.09M	-13.15K	-5.48%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.18%	234.94K	52.94M	-5.58K	-2.32%
Mar 31, 2026	LPL FINANCIAL LLC	1.55%	308.59K	69.54M	13K	+4.40%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	1.73%	343.74K	77.46M	-43.38K	-11.21%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	2.29%	454.18K	102.34M	-39.36K	-7.98%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.14%	28.4K	6.4M	2.91K	+11.39%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.09%	17.06K	3.84M	17.06K	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.1%	19.14K	4.31M	-338	-1.74%
Mar 31, 2026	CERTIFIED ADVISORY CORP	0.1%	19.2K	4.33M	-858	-4.28%
Mar 31, 2026	ROYAL BANK OF CANADA	0.1%	19.9K	4.48M	-4.54K	-18.57%
Mar 31, 2026	ASSETMARK, INC	0.1%	19.93K	4.49M	-5.77K	-22.45%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.1%	20.08K	4.53M	2.72K	+15.64%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.1%	20.28K	4.57M	984	+5.10%
Mar 31, 2026	VICKERMAN INVESTMENT ADVISORS, INC.	0.11%	21.44K	4.83M	-1.88K	-8.05%
Mar 31, 2026		0.12%	23.38K	5.53M	-2	-0.01%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.12%	23.74K	5.35M	-280	-1.17%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	23.82K	5.37M	862	+3.76%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.15%	30.34K	6.84M	-335	-1.09%
Mar 31, 2026	RICHMOND BROTHERS, INC.	0.16%	31.03K	6.99M	-1.39K	-4.29%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.17%	33.22K	7.5M	-6.22K	-15.78%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.19%	37.43K	8.43M	8.24K	+28.22%
Mar 31, 2026	NAN SHAN LIFE INSURANCE CO., LTD.	0.2%	38.84K	8.75M	38.84K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	40.16K	9.05M	2.96K	+7.94%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	40.62K	9.15M	643	+1.61%
Mar 31, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.21%	41.62K	9.38M	-2.27K	-5.16%
Mar 31, 2026	KCM INVESTMENT ADVISORS LLC	0.21%	42.49K	9.58M	5.58K	+15.11%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	45.04K	10.15M	-767	-1.67%
Mar 31, 2026	BANCO SANTANDER, S.A.	0.27%	54K	12.17M	26.07K	+93.37%
Mar 31, 2026	JPMORGAN CHASE & CO	0.29%	57.28K	12.61M	1.02K	+1.82%
Mar 31, 2026	GW HENSSLER & ASSOCIATES LTD	0.32%	62.94K	14.18M	-430	-0.68%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.34%	68.14K	15.23M	-1.11K	-1.60%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.36%	72.05K	16.24M	3.03K	+4.39%
Mar 31, 2026	LIDO ADVISORS, LLC	0.37%	72.77K	16.4M	3.45K	+4.97%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.45%	89.21K	20.1M	-32.41K	-26.65%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.49%	90.45K	20.38M	-7.09K	-7.26%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.5%	100K	22.53M	-6.7K	-6.28%
Mar 31, 2026	UBS GROUP AG	0.62%	123.49K	27.83M	14.76K	+13.57%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	0.86%	170.32K	38.38M	7.48K	+4.59%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.87%	172.27K	38.82M	4.96K	+2.97%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.13%	225.07K	50.72M	-23.56K	-9.48%
Mar 31, 2026	MORGAN STANLEY	1.3%	259.28K	58.43M	18.71K	+7.78%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.1%	417.99K	94.19M	-986.87K	-70.25%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	22.38K	5.04M	4.08K	+22.30%
Mar 31, 2026	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.11%	22.54K	5.08M	-991	-4.21%
Mar 31, 2026	SIGMA PLANNING CORP	0.11%	21.46K	4.84M	-940	-4.20%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	22.29K	5.02M	-2.38K	-9.64%
Mar 31, 2026	CREATIVE PLANNING	0.13%	24.92K	5.62M	-692	-2.70%
Dec 31, 2025	MORGAN STANLEY	1.34%	240.58K	49.93M	-55K	-18.61%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.38%	248.62K	51.6M	-13.59K	-5.18%
Dec 31, 2025	LPL FINANCIAL LLC	1.64%	295.59K	61.35M	7.15K	+2.48%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	2.15%	387.12K	80.35M	39.08K	+11.23%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	2.74%	493.54K	102.43M	-55.22K	-10.06%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.91%	162.84K	33.8M	16.17K	+11.02%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.11%	19.61K	4.07M	-1.91K	-8.87%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.11%	20.06K	4.16M	-737	-3.54%
Dec 31, 2025	M&T BANK CORP	0.08%	14.99K	3.11M	-1.14K	-7.09%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	19.3K	4.01M	1.03K	+5.61%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.11%	19.48K	4.04M	-4.77K	-19.65%
Dec 31, 2025	SIGMA PLANNING CORP	0.13%	22.4K	4.65M	724	+3.34%
Dec 31, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.13%	23.32K	4.84M	366	+1.59%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.13%	22.95K	4.76M	50	+0.22%
Dec 31, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.13%	23.53K	4.88M	-815	-3.35%
Dec 31, 2025		0.13%	23.38K	4.85M	23.38K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.13%	24.02K	4.96M	-3.71K	-13.39%
Dec 31, 2025	ROYAL BANK OF CANADA	0.14%	24.44K	5.07M	9.09K	+59.20%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	24.67K	5.12M	-1.51K	-5.77%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.14%	25.84K	5.36M	25.84K	+100.00%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.14%	25.5K	5.29M	-11.08K	-30.29%
Dec 31, 2025	CREATIVE PLANNING	0.14%	25.62K	5.32M	-411	-1.58%
Dec 31, 2025	RICHMOND BROTHERS, INC.	0.18%	32.42K	6.73M	-2.51K	-7.19%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	37.21K	7.72M	-1.67K	-4.31%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	39.98K	8.3M	104	+0.26%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.54%	97.54K	20.24M	13.63K	+16.24%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.34%	240.52K	49.92M	-32.14K	-11.79%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.34%	239.85K	49.78M	-7.75K	-3.13%
Dec 31, 2025	UBS GROUP AG	0.61%	108.74K	22.57M	-3.29K	-2.94%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.6%	106.7K	22.15M	105.37K	+7,904.50%
Dec 31, 2025	LIDO ADVISORS, LLC	0.39%	69.33K	14.34M	-1.43K	-2.03%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.38%	69.02K	14.33M	-1.78K	-2.51%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	13.66K	2.84M	597	+4.57%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.07%	12.9K	2.68M	225	+1.78%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.39%	69.25K	14.37M	58.85K	+566.28%
Dec 31, 2025	POLIANTA LTD	0.25%	44.4K	9.22M	44.4K	+100.00%
Dec 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.25%	43.88K	9.11M	1.27K	+2.97%
Dec 31, 2025	BANCO SANTANDER, S.A.	0.16%	27.92K	5.8M	0	0
Dec 31, 2025	ASSETMARK, INC	0.15%	25.7K	5.33M	22.08K	+610.20%
Dec 31, 2025	MARINER, LLC	0.08%	14.86K	3.08M	74	+0.50%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.08%	14.78K	3.07M	4.98K	+50.80%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	14.3K	3.14M	170	+1.20%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	14.45K	3M	379	+2.69%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.08%	14.19K	2.95M	-18	-0.13%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	7.85%	1.4M	291.58M	-12.31K	-0.87%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	167.3K	34.72M	5.08K	+3.13%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.68%	121.62K	25.24M	5.88K	+5.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	39.44K	8.2M	-3.87K	-8.92%
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.2%	36.91K	7.66M	-330	-0.89%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.26%	45.8K	9.51M	-653	-1.41%
Dec 31, 2025	JPMORGAN CHASE & CO	0.32%	56.25K	11.68M	-1.21K	-2.11%
Dec 31, 2025	GW HENSSLER & ASSOCIATES LTD	0.35%	63.37K	13.15M	-834	-1.30%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.09%	15.72K	3.26M	-918	-5.52%
Dec 31, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.09%	16.22K	3.37M	575	+3.68%
Dec 31, 2025	SILVER COAST INVESTMENTS LLC	0.09%	16.56K	3.44M	120	+0.73%
Dec 31, 2025	TRANQUILLI FINANCIAL ADVISOR LLC	0.09%	16.71K	3.47M	-521	-3.02%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	17.36K	3.6M	-239	-1.36%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	18.3K	3.8M	-319	-1.71%
Dec 31, 2025	LRI INVESTMENTS, LLC	0.16%	28.43K	5.9M	2.93K	+11.49%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.17%	29.19K	6.06M	6.2K	+26.98%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.17%	30.68K	6.37M	5.44K	+21.56%
Sep 30, 2025	SHARPER & GRANITE LLC	0.05%	9.82K	2.01M	2.83K	+40.56%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	7.08%	1.42M	290.32M	16.39K	+1.17%
Sep 30, 2025	JPMORGAN CHASE & CO	0.29%	57.47K	11.77M	1.73K	+3.10%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	2.73%	548.76K	112.42M	87.71K	+19.02%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.31%	262.22K	53.72M	-22.79K	-8.00%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.73%	146.68K	30.05M	5.77K	+4.10%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.58%	115.74K	23.71M	26.18K	+29.24%
Sep 30, 2025	UBS GROUP AG	0.56%	112.02K	22.95M	-873	-0.77%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	83.91K	17.19M	607	+0.73%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.13%	25.24K	5.17M	13.23K	+110.22%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	21.52K	4.41M	2.04K	+10.46%
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.09%	17.11K	3.5M	-2.34K	-12.02%
Sep 30, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.08%	15.64K	3.2M	0	0
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.08%	16.64K	3.41M	5.93K	+55.38%
Sep 30, 2025	M&T BANK CORP	0.08%	16.13K	3.3M	-3.6K	-18.23%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.24%	247.6K	50.72M	-8.58K	-3.35%
Sep 30, 2025	LPL FINANCIAL LLC	1.44%	288.44K	59.09M	65.31K	+29.27%
Sep 30, 2025	STRATEGIC INVESTMENT ADVISORS / MI	0.89%	178.47K	1.84K	178.47K	+100.00%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	1.74%	348.04K	71.3M	-678	-0.19%
Sep 30, 2025	MORGAN STANLEY	1.48%	295.58K	60.55M	6.89K	+2.39%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.36%	272.67K	55.86M	51.93K	+23.53%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	162.22K	33.23M	43.02K	+36.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.35%	70.8K	14.5M	-942	-1.31%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	46.46K	9.52M	330	+0.72%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	39.87K	8.17M	-811	-1.99%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	38.88K	7.97M	-4.73K	-10.84%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.19%	37.24K	7.63M	-988	-2.58%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.18%	36.58K	7.49M	-11.5K	-23.91%
Sep 30, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.12%	24.35K	4.99M	-364	-1.47%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.12%	24.25K	4.97M	22.33K	+1,165.45%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.11%	22.99K	4.71M	9.98K	+76.74%
Sep 30, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.11%	22.95K	4.7M	-154	-0.67%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	19.66K	4.03M	-6.74K	-25.54%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	18.62K	3.82M	1.06K	+6.06%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	17.6K	3.61M	111	+0.63%
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.08%	16.38K	3.35M	-3.5K	-17.59%
Sep 30, 2025	LIDO ADVISORS, LLC	0.35%	70.76K	14.5M	24.64K	+53.43%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	27.73K	5.68M	-2.14K	-7.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	26.18K	5.36M	-2.54K	-8.85%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	22.9K	4.69M	-61	-0.27%
Sep 30, 2025	SIGMA PLANNING CORP	0.11%	21.68K	4.44M	1.5K	+7.45%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.1%	20.8K	4.26M	-1.51K	-6.75%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	43.31K	8.94M	14.77K	+51.78%
Sep 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.21%	42.62K	8.74M	-612	-1.42%
Sep 30, 2025	RICHMOND BROTHERS, INC.	0.17%	34.94K	7.16M	17.05K	+95.32%
Sep 30, 2025	BANCO SANTANDER, S.A.	0.14%	27.92K	5.72M	0	0
Sep 30, 2025	CREATIVE PLANNING	0.13%	26.03K	5.33M	234	+0.91%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	18.28K	3.74M	793	+4.54%
Sep 30, 2025	SILVER COAST INVESTMENTS LLC	0.08%	16.44K	3.37M	-30	-0.18%
Sep 30, 2025	ROYAL BANK OF CANADA	0.08%	15.35K	3.15M	-9.52K	-38.28%
Sep 30, 2025	LRI INVESTMENTS, LLC	0.13%	25.5K	5.22M	1.72K	+7.22%
Sep 30, 2025	GW HENSSLER & ASSOCIATES LTD	0.32%	64.2K	13.15M	-407	-0.63%
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.07%	14.21K	2.91M	-60	-0.42%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	14.13K	2.89M	1.21K	+9.38%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	14.07K	2.88M	7.64K	+118.69%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	13.06K	2.68M	175	+1.36%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	12.72K	2.61M	2.01K	+18.79%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.06%	11.59K	2.37M	12	+0.10%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.05%	10.35K	2.12M	222	+2.19%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.05%	10.35K	2.12M	83	+0.81%
Sep 30, 2025	SAGE RHINO CAPITAL LLC	0.05%	10.25K	2.1M	-89	-0.86%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.05%	10.12K	2.07M	-514	-4.83%
Sep 30, 2025	SAGACE WEALTH MANAGEMENT LLC	0.05%	9.9K	2.03M	-355	-3.46%
Sep 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.05%	9.55K	1.96M	-246	-2.51%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.05%	9.49K	1.94M	-48	-0.50%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	8.68K	1.78M	42	+0.49%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.04%	7.85K	1.61M	-417	-5.04%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.04%	7.43K	1.52M	-100	-1.33%
Sep 30, 2025	PATHWAY FINANCIAL ADVISORS LLC	0.04%	7.24K	1.48M	0	0
Sep 30, 2025	VISTA INVESTMENT MANAGEMENT	0.04%	7.14K	1.46M	-249	-3.37%
Sep 30, 2025	TRANQUILLI FINANCIAL ADVISOR LLC	0.09%	17.23K	3.53M	9.29K	+116.88%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.39%	73.51K	14.32M	-5.09K	-6.47%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.35%	256.18K	49.91M	1.21K	+0.48%
Jun 30, 2025	LPL FINANCIAL LLC	1.18%	223.13K	43.47M	47.38K	+26.96%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.17%	220.74K	43.01M	-75.11K	-25.39%
Jun 30, 2025	UBS GROUP AG	0.6%	112.9K	22M	-576	-0.51%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.44%	83.3K	16.23M	-15.51K	-15.70%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.38%	71.74K	13.98M	-21	-0.03%
Jun 30, 2025	JPMORGAN CHASE & CO	0.29%	55.74K	10.86M	-2.64K	-4.53%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	46.13K	8.99M	-2.93K	-5.97%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	43.61K	8.5M	-3.6K	-7.62%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	28.53K	5.57M	1.33K	+4.88%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	40.69K	7.93M	-9	-0.02%
Jun 30, 2025	ROYAL BANK OF CANADA	0.13%	24.87K	4.85M	5.3K	+27.07%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	2.43%	461.05K	89.83M	432.96K	+1,541.21%
Jun 30, 2025	CREATIVE PLANNING	0.14%	25.79K	5.03M	-536	-2.04%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	17.48K	3.41M	921	+5.56%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	17.49K	3.41M	117	+0.67%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	17.56K	3.42M	691	+4.10%
Jun 30, 2025	RICHMOND BROTHERS, INC.	0.09%	17.89K	3.48M	-1.84K	-9.31%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	22.97K	4.47M	953	+4.33%
Jun 30, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.12%	23.1K	4.5M	-1.96K	-7.82%
Jun 30, 2025	BANCO SANTANDER, S.A.	0.15%	27.92K	5.44M	27.92K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	28.72K	5.6M	-4.17K	-12.69%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.16%	29.87K	5.82M	511	+1.74%
Jun 30, 2025	TRUEWEALTH FINANCIAL PARTNERS	0.23%	44.33K	8.64M	-16.21K	-26.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	119.2K	23.22M	17.21K	+16.87%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.74%	140.91K	27.45M	-10.73K	-7.07%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.5%	285.01K	55.53M	5.92K	+2.12%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	1.84%	348.72K	67.94M	7.89K	+2.32%
Jun 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.05%	9.79K	1.91M	878	+9.85%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	10.1K	1.97M	-477	-4.51%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.05%	10.13K	1.97M	10.13K	+100.00%
Jun 30, 2025	SIERRA CAPITAL LLC	0.05%	10.4K	2.03M	0	0
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.06%	10.71K	2.09M	-1.09K	-9.25%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	10.71K	2.09M	1.47K	+15.87%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	12.89K	2.52M	8.11K	+169.79%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.08%	14.27K	2.78M	-22	-0.15%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.22%	41.58K	8.1M	1.21K	+3.00%
Jun 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.23%	43.23K	8.41M	-1.98K	-4.38%
Jun 30, 2025	LIDO ADVISORS, LLC	0.24%	46.12K	8.99M	1.22K	+2.71%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.25%	48.08K	9.37M	3.44K	+7.70%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	17.03K	3.38M	-7.7K	-31.15%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	19.48K	3.8M	508	+2.68%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.1%	19.44K	3.79M	654	+3.48%
Jun 30, 2025	MORGAN STANLEY	1.52%	288.68K	56.24M	-4.06K	-1.39%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	89.56K	17.45M	-1.94K	-2.11%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.35%	66.05K	339K	66.01K	+169,253.85%
Jun 30, 2025	GW HENSSLER & ASSOCIATES LTD	0.34%	64.61K	12.59M	64.61K	+100.00%
Jun 30, 2025	SILVER COAST INVESTMENTS LLC	0.09%	16.47K	3.21M	334	+2.07%
Jun 30, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.08%	15.64K	3.05M	155	+1.00%
Jun 30, 2025	MARINER, LLC	0.08%	14.31K	2.79M	-1.64K	-10.30%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	10.84K	2.11M	4.68K	+76.06%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.2%	38.23K	7.45M	-1.34K	-3.39%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	26.4K	5.14M	-2K	-7.04%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.13%	25.05K	4.88M	-102	-0.41%
Jun 30, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.13%	24.71K	4.82M	-619	-2.44%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	13.01K	2.53M	13.01K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	12.92K	2.62M	246	+1.94%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.06%	12K	2.34M	-375	-3.03%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.06%	11.58K	2.26M	-85	-0.73%
Jun 30, 2025	SAGE RHINO CAPITAL LLC	0.05%	10.34K	2.01M	-1.58K	-13.29%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.05%	10.27K	2M	246	+2.45%
Jun 30, 2025	SAGACE WEALTH MANAGEMENT LLC	0.05%	10.25K	2M	-12.08K	-54.10%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.12%	22.3K	4.35M	5.32K	+31.34%
Jun 30, 2025	SIGMA PLANNING CORP	0.11%	20.18K	3.93M	1.34K	+7.14%
Jun 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.1%	19.87K	3.87M	-7.27K	-26.78%
Jun 30, 2025	M&T BANK CORP	0.1%	19.73K	3.84M	-1.45K	-6.85%
Jun 30, 2025	LRI INVESTMENTS, LLC	0.13%	23.78K	4.63M	1.65K	+7.47%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	17.05K	3.32M	17.05K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.39%	1.4M	272.91M	-31.9K	-2.23%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.14%	25.15K	4.75M	765	+3.14%
Mar 31, 2025	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.14%	25.33K	4.78M	-1.23K	-4.63%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.42%	78.6K	14.84M	-5.22K	-6.22%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.49%	91.49K	17.27M	5.62K	+6.55%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.1%	18.98K	3.58M	1.31K	+7.40%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	22.01K	4.16M	5.55K	+33.71%
Mar 31, 2025	SAGACE WEALTH MANAGEMENT LLC	0.12%	22.33K	4.22M	323	+1.47%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.13%	24.73K	4.67M	-4.92K	-16.59%
Mar 31, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.14%	25.06K	4.73M	1.53K	+6.51%
Mar 31, 2025	CREATIVE PLANNING	0.14%	26.33K	4.97M	-282	-1.06%
Mar 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.15%	27.14K	5.12M	-4.71K	-14.78%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.15%	28.09K	5.4M	-534.03K	-95.00%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	28.4K	5.36M	17.2K	+153.57%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.16%	29.36K	5.54M	3.34K	+12.84%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	32.9K	6.21M	3K	+10.05%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0.21%	39.57K	7.47M	210	+0.53%
Mar 31, 2025	M HOLDINGS SECURITIES, INC.	0.22%	40.37K	7.62M	1.45K	+3.73%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	40.69K	7.68M	2.1K	+5.44%
Mar 31, 2025		0.23%	41.74K	512.53K	41.74K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.25%	47.21K	8.91M	-165.89K	-77.85%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.26%	49.06K	9.26M	-1.26K	-2.50%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	16.87K	3.18M	2.97K	+21.33%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	27.2K	5.15M	-18.9K	-41.00%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	16.56K	3.13M	525	+3.27%
Mar 31, 2025	CERTIFIED ADVISORY CORP	0.09%	16.98K	3.21M	-234	-1.36%
Mar 31, 2025	ROYAL BANK OF CANADA	0.11%	19.57K	3.7M	-7.13K	-26.70%
Mar 31, 2025	JPMORGAN CHASE & CO	0.32%	58.38K	11.02M	939	+1.63%
Mar 31, 2025	TRUEWEALTH FINANCIAL PARTNERS	0.33%	60.53K	11.43M	-14.72K	-19.56%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.39%	71.76K	13.55M	-7.73K	-9.73%
Mar 31, 2025	SIGMA PLANNING CORP	0.1%	18.83K	3.56M	354	+1.92%
Mar 31, 2025	FULL SAIL CAPITAL, LLC	0.1%	18.79K	3.55M	-1.08K	-5.42%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.1%	18.16K	3.43M	323	+1.81%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	17.38K	3.28M	2.89K	+19.96%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.38%	254.96K	48.14M	-15.21K	-5.63%
Mar 31, 2025	LPL FINANCIAL LLC	0.95%	175.75K	33.18M	12.61K	+7.73%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	101.99K	19.26M	35.54K	+53.47%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.82%	151.63K	28.63M	19.58K	+14.83%
Mar 31, 2025	LIDO ADVISORS, LLC	0.24%	44.9K	8.48M	1.49K	+3.42%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	98.81K	18.65M	-10.28K	-9.42%
Mar 31, 2025	UBS GROUP AG	0.61%	113.47K	21.42M	-6.07K	-5.08%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.51%	279.09K	52.69M	-6.9K	-2.41%
Mar 31, 2025	MORGAN STANLEY	1.58%	292.74K	55.27M	-191	-0.07%
Mar 31, 2025	M&T BANK CORP	0.11%	21.18K	4M	625	+3.04%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.6%	295.85K	55.86M	8.22K	+2.86%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	1.84%	340.82K	64.35M	22.92K	+7.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.73%	1.43M	270.5M	-37.28K	-2.54%
Mar 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.24%	45.21K	8.54M	287	+0.64%
Mar 31, 2025	RICHMOND BROTHERS, INC.	0.11%	19.72K	3.72M	1.21K	+6.52%
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.24%	44.64K	8.43M	38.18K	+590.98%
Mar 31, 2025	LRI INVESTMENTS, LLC	0.12%	22.13K	4.18M	20.71K	+1,461.68%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.05%	11.03K	2.25M	-25.58K	-69.88%
Mar 31, 2024	SAGE RHINO CAPITAL LLC	0.05%	11.07K	2.26M	135	+1.23%
Mar 31, 2024	AXIOM FINANCIAL STRATEGIES, LLC	0.06%	12.19K	2.49M	33	+0.27%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.06%	12.61K	2.57M	-1.61K	-11.34%
Mar 31, 2024	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.06%	12.82K	2.62M	17	+0.13%
Mar 31, 2024	SIGMA PLANNING CORP	0.07%	15.28K	3.12M	10.75K	+237.51%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.07%	15.34K	3.14M	-533	-3.36%
Mar 31, 2024	PARSONS CAPITAL MANAGEMENT INC/RI	0.07%	15.41K	3.15M	-430	-2.71%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.07%	15.24K	3.12M	429	+2.90%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	31.84K	6.51M	751	+2.42%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.17%	37.19K	7.6M	2.12K	+6.04%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.49%	107.18K	21.92M	-26.68K	-19.93%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.56%	113.29K	23.16M	102.8K	+979.59%
Mar 31, 2024	UBS GROUP AG	0.58%	124.76K	25.5M	-1.91K	-1.50%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.87%	405.15K	82.82M	286.79K	+242.32%
Mar 31, 2024	BEACON CAPITAL MANAGEMENT, INC.	4.17%	844.96K	172.19M	582.12K	+221.48%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	15.64K	3.2M	235	+1.53%
Mar 31, 2024	CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS	0.08%	15.64K	3.2M	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	18.2K	3.72M	407	+2.29%
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.09%	18.15K	3.71M	-1.24K	-6.39%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.1%	19.37K	3.96M	9.78K	+101.89%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.1%	19.72K	4.03M	-259	-1.30%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	23.67K	4.84M	-3.15K	-11.76%
Mar 31, 2024	M&T BANK CORP	0.11%	22.23K	4.54M	-576	-2.53%
Mar 31, 2024	VICKERMAN INVESTMENT ADVISORS, INC.	0.11%	22.27K	4.55M	265	+1.20%
Mar 31, 2024	TRANQUILLI FINANCIAL ADVISOR LLC	0.12%	23.69K	4.84M	14.27K	+151.46%
Mar 31, 2024	EXCHANGE CAPITAL MANAGEMENT, INC.	0.12%	24.7K	5.05M	472	+1.95%
Mar 31, 2024	ROYAL BANK OF CANADA	0.12%	26.98K	5.52M	-5.04K	-15.75%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.12%	25.25K	5.16M	12.15K	+92.77%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.13%	25.39K	5.19M	7.43K	+41.34%
Mar 31, 2024	RESOURCES MANAGEMENT CORP /CT/ /ADV	0.14%	27.9K	5.7M	-663	-2.32%
Mar 31, 2024	CREATIVE PLANNING	0.14%	30.24K	6.18M	-4.05K	-11.82%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.14%	28.98K	5.92M	-5.12K	-15.01%
Mar 31, 2024	NARWHAL CAPITAL MANAGEMENT	0.15%	30.56K	6.25M	1.41K	+4.82%
Mar 31, 2024	BUSKA WEALTH MANAGEMENT, LLC	0.15%	31.02K	5.98M	31.02K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	31.37K	6.41M	31.37K	+100.00%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.16%	31.56K	6.45M	7	+0.02%
Mar 31, 2024	M HOLDINGS SECURITIES, INC.	0.18%	37.1K	7.58M	298	+0.81%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.19%	37.54K	7.68M	20.86K	+125.06%
Mar 31, 2024	CETERA ADVISORS LLC	0.19%	38.31K	7.83M	32.85K	+601.87%
Mar 31, 2024	LIDO ADVISORS, LLC	0.2%	39.6K	8.1M	661	+1.70%
Mar 31, 2024	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.2%	40.46K	8.27K	3.11K	+8.31%
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.2%	40.68K	8.32M	199	+0.49%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.26%	55.71K	11.39M	2.68K	+5.06%
Mar 31, 2024	JPMORGAN CHASE & CO	0.26%	57.2K	11.69M	-9.69K	-14.48%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.28%	56.06K	11.46M	37.66K	+204.60%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.28%	56.41K	11.53M	26.75K	+90.18%
Mar 31, 2024	TRUEWEALTH FINANCIAL PARTNERS	0.35%	70.71K	14.45M	1.04K	+1.49%
Mar 31, 2024	LPL FINANCIAL LLC	0.36%	78.86K	16.12M	-753	-0.95%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.37%	80.18K	16.39M	-6.13K	-7.10%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	0.37%	75.64K	15.46M	4.81K	+6.80%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.43%	87.02K	17.79M	-5.19K	-5.62%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.48%	104.86K	21.46M	-14.44K	-12.10%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.92%	199.89K	40.87M	-5.36K	-2.61%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	16.65K	3.4M	5.18K	+45.19%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.23%	266.6K	54.5M	57.05K	+27.22%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.29%	279.68K	57.17M	1.25K	+0.45%
Mar 31, 2024	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.05%	10.61K	2.17M	-34	-0.32%
Mar 31, 2024	MORGAN STANLEY	1.21%	263.38K	53.84M	-15.25K	-5.47%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	1.5%	305.12K	62.38M	-3.76K	-1.22%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.69%	1.45M	296.45M	-160.19K	-9.95%
Dec 31, 2023	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.18%	36.37K	6.91M	1.79K	+5.19%
Dec 31, 2023	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.19%	36.61K	6.95M	-570	-1.53%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	32.02K	6.08M	-19.84K	-38.26%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.16%	31.55K	5.99M	0	0
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	31.09K	5.91M	-191	-0.61%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.15%	29.66K	5.63M	-24.45K	-45.18%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	18.41K	3.5M	-45.55K	-71.22%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	17.79K	3.38M	1.19K	+7.18%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.09%	17.84K	3.39M	46	+0.26%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.09%	17.97K	3.41M	-7.76K	-30.15%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.08%	14.81K	2.74M	1.8K	+13.82%
Dec 31, 2023	GLOBAL ENDOWMENT MANAGEMENT, LP	0.08%	15.3K	2.91M	-4K	-20.73%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	0.19%	36.8K	6.99M	676	+1.87%
Dec 31, 2023	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.19%	37.36K	7.1M	2.47K	+7.08%
Dec 31, 2023	LIDO ADVISORS, LLC	0.2%	38.94K	7.4M	6.96K	+21.77%
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	0.21%	40.48K	7.69M	2.12K	+5.53%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.27%	53.03K	10.07M	-5.74K	-9.76%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.33%	64.72K	12.29M	60.28K	+1,357.05%
Dec 31, 2023	JPMORGAN CHASE & CO	0.34%	66.88K	12.7M	39.68K	+145.86%
Dec 31, 2023	TRUEWEALTH FINANCIAL PARTNERS	0.35%	69.67K	13.23M	-94	-0.13%
Dec 31, 2023	LPL FINANCIAL LLC	0.4%	79.62K	15.12M	-12.97K	-14.01%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.44%	86.31K	16.39M	-560	-0.64%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.47%	92.21K	17.51M	120	+0.13%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.6%	118.35K	22.48M	-402.09K	-77.26%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.61%	119.3K	22.66M	-17.6K	-12.86%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	8.19%	1.61M	305.86M	-113.81K	-6.60%
Dec 31, 2023	UBS GROUP AG	0.64%	126.67K	24.06M	5.18K	+4.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.68%	133.86K	25.43M	-181.92K	-57.61%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.04%	205.26K	38.99M	3.28K	+1.63%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.07%	209.56K	39.8M	-65.88K	-23.92%
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, INC.	1.34%	262.83K	49.92M	-870.43K	-76.81%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.42%	278.43K	52.88M	5.54K	+2.03%
Dec 31, 2023	MORGAN STANLEY	1.42%	278.62K	52.92M	-24.11K	-7.96%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	15.4K	2.93M	998	+6.93%
Dec 31, 2023	CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS	0.08%	15.64K	2.97M	0	0
Dec 31, 2023	PARSONS CAPITAL MANAGEMENT INC/RI	0.08%	15.84K	3.01M	68	+0.43%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.08%	15.87K	3.02M	3.67K	+30.10%
Dec 31, 2023	NARWHAL CAPITAL MANAGEMENT	0.15%	29.15K	5.54M	21.41K	+276.47%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	26.82K	5.09M	-217	-0.80%
Dec 31, 2023	EXCHANGE CAPITAL MANAGEMENT, INC.	0.12%	24.23K	4.6M	1.11K	+4.78%
Dec 31, 2023	M&T BANK CORP	0.12%	22.8K	4.33M	-880	-3.72%
Dec 31, 2023	VICKERMAN INVESTMENT ADVISORS, INC.	0.11%	22K	4.18M	2.03K	+10.19%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.1%	19.98K	3.8M	-2.43K	-10.83%
Dec 31, 2023	CERTIFIED ADVISORY CORP	0.1%	19.39K	3.68M	-3.7K	-16.04%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	1.57%	308.89K	58.67M	672	+0.22%
Dec 31, 2023		0.07%	14.39K	2.73M	14.39K	+100.00%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.17%	34.1K	6.48M	-4.53K	-11.72%
Dec 31, 2023	CREATIVE PLANNING	0.17%	34.3K	6.51M	-263	-0.76%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.18%	35.07K	6.66M	-1.18K	-3.25%

Frequently Asked Questions