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

Who are the major shareholders selling Vanguard FTSE All-World ex-US ETF stock?

SANDERS CAPITAL, LLC, in the last quarter, reduced its stake in VEU by -21.44% restricting it's holding to 7.84 million shares of worth nearly $656.57M. OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC also lessened -0.25% of the VEU shares from its portfolio, reducing its holding to 1.84 million shares of worth $153.85M. TRUIST FINANCIAL CORP also shunned VEU shares holding by -4.64% last quarter which brought its holding to 1.97 million shares worth $165.02M.

Investors who are buying VEU stock?

As per its latest 13F filing, VOYA FINANCIAL ADVISORS, INC. increased its stake in VEU by 12.55% in the last quarter. The institutional holder raised its holding to 1.67 million shares having worth more than $138.83M. JPMORGAN CHASE & CO also added 25.27% more shares of VEU to its portfolio, raising its holding to 1.82 million shares of worth $151.29M. GOLDMAN SACHS GROUP INC also increased its VEU shares holding by 3.47% which brought its holding to 3.12 million shares worth $261.35M.

VEU's major insiders: who are they?

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

Did an insider recently sell VEU stock?

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

Which insider recently purchased VEU stock?

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

How much of VEU does insiders own?

Around 0 Vanguard FTSE All-World ex-US ETF shares are held by insiders, which represents about N/A of VEU stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VEU?

SANDERS CAPITAL, LLC is the largest institutional owner in VEU which holds 7.84 million shares worth $656.57M or 0.69% of the total VEU shares outstanding followed by VOYA FINANCIAL ADVISORS, INC. with ownership of 1.67 million shares representing 0.15% of the VEU ownership. JPMORGAN CHASE & CO is the third largest stakeholder with 1.82 million shares or 0.16% of the ownership worth more than $151.29M.

Is Vanguard FTSE All-World ex-US 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 VEU is concerned, it is a stock which is optionable.

Is there a short position on VEU's shares?

Number of VEU 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 VEU shares are there?

As of today, null shares of VEU are outstanding.

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

VEU 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 VEU is null.

Vanguard FTSE All-World ex-US ETF (VEU) 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. SANDERS CAPITAL, LLC is the top corporate investor, holding 7.84M shares valued at $656.57M. A 0.69% stake in Vanguard FTSE All-World ex-US ETF is owned by the company. VOYA FINANCIAL ADVISORS, INC. owns 1.67M shares valued at $138.83M, which translates its holding of 0.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SANDERS CAPITAL, LLC	0.69%	7.84M	656.57M	-2.14M	-21.44%
Jun 30, 2026	VOYA FINANCIAL ADVISORS, INC.	0.15%	1.67M	138.83M	186K	+12.55%
Jun 30, 2026	JPMORGAN CHASE & CO	0.16%	1.82M	151.29M	366.7K	+25.27%
Jun 30, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.16%	1.84M	153.85M	-4.6K	-0.25%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.17%	1.97M	165.02M	-95.93K	-4.64%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.27%	3.12M	261.35M	104.7K	+3.47%
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.25%	2.88M	240.99M	85.89K	+3.08%
Jun 30, 2026	ROYAL BANK OF CANADA	0.21%	2.38M	199.42M	101.48K	+4.45%
Jun 30, 2026	HOWLAND CAPITAL MANAGEMENT LLC	0.19%	2.19M	183.25M	38.33K	+1.78%
Jun 30, 2026	CREATIVE PLANNING	0.13%	1.5M	125.45M	27.01K	+1.84%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	1.48M	124M	175.78K	+13.47%
Jun 30, 2026	US BANCORP \DE\	0.13%	1.5M	125.28M	24.37K	+1.66%
Jun 30, 2026	VANGUARD ADVISERS INC	0.31%	3.48M	291.64M	-30.1K	-0.86%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.03%	34.54M	2.89B	-25.17K	-0.07%
Jun 30, 2026	MORGAN STANLEY	2.06%	23.42M	1.96B	-1.86M	-7.36%
Jun 30, 2026	NORTHERN TRUST CORP	1.54%	17.5M	1.47B	-33.08K	-0.19%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.97%	10.99M	920.69M	177.78K	+1.64%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.82%	9.35M	782.65M	-162.81K	-1.71%
Jun 30, 2026	FORVIS WEALTH ADVISORS, LLC	0.67%	7.65M	640.5M	95.26K	+1.26%
Jun 30, 2026	UBS GROUP AG	0.78%	8.85M	741.04M	487.29K	+5.83%
Jun 30, 2026	BROWN ADVISORY INC	0.27%	3.03M	253.48M	156.71K	+5.46%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	0.18%	2.05M	171.89M	-207.74K	-9.19%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.19%	2.14M	179.4M	10.73K	+0.50%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.29%	3.26M	273.32M	-1.57M	-32.52%
Jun 30, 2026	LINCOLN NATIONAL CORP	0.29%	3.29M	275.91M	-21.27K	-0.64%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.31%	3.51M	294.1M	59.47K	+1.72%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.53%	6.04M	505.69M	-524.06K	-7.99%
Jun 30, 2026	DIVERSIFIED TRUST CO	0.5%	5.66M	474.35M	128.69K	+2.32%
Jun 30, 2026	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.47%	5.35M	401.88M	0	0
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.42%	4.77M	399.85M	183.69K	+4.00%
Jun 30, 2026	CIBC ASSET MANAGEMENT INC	0.41%	4.72M	395.54M	-134.42K	-2.77%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.39%	4.48M	375.13M	310.59K	+7.45%
Jun 30, 2026	JANE STREET GROUP, LLC	0.37%	4.23M	353.85M	4.2M	+16,818.38%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.37%	4.18M	349.7M	365.31K	+9.59%
Jun 30, 2026	LPL FINANCIAL LLC	0.35%	4M	335.2M	282.04K	+7.58%
Jun 30, 2026	CERITY PARTNERS LLC	0.34%	3.92M	328.61M	339.48K	+9.47%
Jun 30, 2026	WESTEND ADVISORS, LLC	0.32%	3.6M	301.14M	-201.02K	-5.29%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.32%	3.61M	301.99M	41.44K	+1.16%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	2.13M	178.03M	-6.41K	-0.30%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	1.68M	140.81M	62.79K	+3.88%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.74%	8.38M	701.61M	130.52K	+1.58%
Jun 30, 2026	EUCLIDEAN CAPITAL LLC	0.28%	3.24M	271.64M	0	0
Jun 30, 2026	NEWSQUARE CAPITAL LLC	0.08%	921.79K	77.2M	35.58K	+4.02%
Jun 30, 2026	WEALTHCARE CAPITAL MANAGEMENT LLC	0.08%	926.24K	77.57M	-23.43K	-2.47%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.08%	939.64K	78.69M	425.72K	+82.84%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.08%	966.39K	80.94M	164.86K	+20.57%
Jun 30, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.09%	1.08M	90.48M	-6.9K	-0.63%
Jun 30, 2026	PINNACLE ASSOCIATES LTD	0.09%	1.08M	90.54M	23.71K	+2.24%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.1%	1.14M	95.43M	116.75K	+11.42%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.1%	1.15M	96.09M	1.12M	+4,818.60%
Jun 30, 2026	GLASSMAN WEALTH SERVICES	0.1%	1.17M	97.65M	10.66K	+0.92%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.12%	1.32M	110.73M	46.63K	+3.66%
Jun 30, 2026	STRID GROUP, LLC	0.12%	1.34M	111.82M	-190.56K	-12.49%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.12%	1.36M	113.51M	87.63K	+6.91%
Jun 30, 2026	ASSETMARK, INC	0.12%	1.36M	113.64M	663.36K	+95.65%
Jun 30, 2026	CHOATE INVESTMENT ADVISORS	0.28%	3.24M	271.59M	138K	+4.44%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.34%	3.87M	323.94M	-151.32K	-3.76%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.33%	3.71M	306.94M	241.65K	+6.97%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.32%	3.62M	302.95M	-35.2K	-0.96%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	1.55M	129.77M	429.07K	+38.30%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.14%	1.59M	133.03M	21.31K	+1.36%
Jun 30, 2026	ACCREDITED INVESTORS INC.	0.14%	1.65M	138.02M	1.49M	+933.66%
Jun 30, 2026	LAIRD NORTON TRUST COMPANY, LLC	0.13%	1.48M	124.22M	-9.87K	-0.66%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.57%	6.56M	492.82M	287.11K	+4.58%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.72%	8.25M	619.34M	238.47K	+2.98%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.83%	9.51M	714.04M	583.14K	+6.53%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.14%	1.57M	110.03M	-59.84K	-3.68%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.12%	1.28M	95.79M	891	+0.07%
Mar 31, 2026	LAIRD NORTON TRUST COMPANY, LLC	0.13%	1.49M	112.13M	81.71K	+5.79%
Mar 31, 2026	MEANS INVESTMENT CO., INC.	0.12%	1.26M	94.98M	-4.07K	-0.32%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.12%	1.27M	95.21M	48.29K	+3.96%
Mar 31, 2026	VANGUARD ADVISERS INC	0.31%	3.51M	263.78M	3.51M	+100.00%
Mar 31, 2026	FLOWER CITY CAPITAL	0.08%	818.25K	61.45M	23.01K	+2.89%
Mar 31, 2026	NICHOLAS HOFFMAN & COMPANY, LLC.	0.08%	822.51K	61.77M	6.17K	+0.76%
Mar 31, 2026	WHARTON BUSINESS GROUP, LLC	0.08%	881.72K	66.22M	-92.53K	-9.50%
Mar 31, 2026	NEWSQUARE CAPITAL LLC	0.08%	886.21K	66.55M	15.57K	+1.79%
Mar 31, 2026	M HOLDINGS SECURITIES, INC.	0.08%	896.34K	74.34M	-75.97K	-7.81%
Mar 31, 2026	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.09%	904.87K	67.96M	90.29K	+11.08%
Mar 31, 2026	CWM, LLC	0.09%	937.62K	70.42M	60.65K	+6.92%
Mar 31, 2026	WEALTHCARE CAPITAL MANAGEMENT LLC	0.09%	949.68K	71.32M	-10.44K	-1.09%
Mar 31, 2026	KARPUS MANAGEMENT, INC.	0.09%	976.72K	73.35M	53.47K	+5.79%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.1%	1.02M	76.8M	-3.28K	-0.32%
Mar 31, 2026	PINNACLE ASSOCIATES LTD	0.1%	1.06M	79.41M	40.59K	+3.99%
Mar 31, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.1%	1.09M	81.65M	40.63K	+3.88%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	1.12M	84.14M	126.13K	+12.69%
Mar 31, 2026	GLASSMAN WEALTH SERVICES	0.11%	1.16M	86.76M	11.89K	+1.04%
Mar 31, 2026	JPMORGAN CHASE & CO	0.13%	1.45M	105.58M	219.64K	+17.83%
Mar 31, 2026	CREATIVE PLANNING	0.13%	1.47M	110.46M	69.8K	+4.98%
Mar 31, 2026	STRID GROUP, LLC	0.13%	1.53M	114.58M	-144.49K	-8.65%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.24%	2.79M	209.65M	68.25K	+2.51%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.31%	3.56M	267.68M	172.2K	+5.08%
Mar 31, 2026	CERITY PARTNERS LLC	0.31%	3.58M	269.18M	459.47K	+14.70%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.32%	3.65M	274.3M	-29.08K	-0.79%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.11%	1.3M	97.99M	436.14K	+50.22%
Mar 31, 2026	HARDING LOEVNER LP	0.12%	1.4M	105.09M	-519.36K	-27.07%
Mar 31, 2026	US BANCORP \DE\	0.13%	1.47M	110.51M	102.09K	+7.46%
Mar 31, 2026	VOYA FINANCIAL ADVISORS, INC.	0.13%	1.48M	107.93M	23.33K	+1.60%
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.16%	1.84M	138.3M	-14.2K	-0.77%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.18%	2.07M	155.18M	-193.08K	-8.55%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.19%	2.13M	160.06M	-9.64K	-0.45%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	2.13M	160.12M	156.86K	+7.94%
Mar 31, 2026	HOWLAND CAPITAL MANAGEMENT LLC	0.19%	2.15M	161.44M	123.03K	+6.07%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	0.2%	2.26M	169.74M	64.74K	+2.95%
Mar 31, 2026	ROYAL BANK OF CANADA	0.2%	2.28M	171.2M	220.81K	+10.73%
Mar 31, 2026	BROWN ADVISORY INC	0.25%	2.87M	215.53M	221.58K	+8.37%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.26%	3.02M	226.49M	757.77K	+33.56%
Mar 31, 2026	CHOATE INVESTMENT ADVISORS	0.27%	3.1M	233.17M	128.54K	+4.32%
Mar 31, 2026	EUCLIDEAN CAPITAL LLC	0.28%	3.24M	243.59M	253.4K	+8.47%
Mar 31, 2026	LINCOLN NATIONAL CORP	0.29%	3.32M	249.01M	-71.31K	-2.11%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.3%	3.45M	259.26M	113.09K	+3.39%
Mar 31, 2026	LPL FINANCIAL LLC	0.33%	3.72M	279.4M	295.06K	+8.61%
Mar 31, 2026	WESTEND ADVISORS, LLC	0.33%	3.8M	285.13M	54.8K	+1.46%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.33%	3.81M	286.14M	371.54K	+10.81%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.35%	4.02M	301.84M	-19.36K	-0.48%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.36%	4.17M	313.06M	1.46M	+53.74%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.4%	4.59M	344.76M	48.5K	+1.07%
Mar 31, 2026	CIBC ASSET MANAGEMENT INC	0.42%	4.86M	364.78M	139.46K	+2.96%
Mar 31, 2026	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.47%	5.35M	401.88M	-33.37K	-0.62%
Mar 31, 2026	DIVERSIFIED TRUST CO	0.48%	5.54M	415.69M	294.5K	+5.62%
Mar 31, 2026	FORVIS WEALTH ADVISORS, LLC	0.66%	7.55M	567.19M	122.31K	+1.65%
Mar 31, 2026	UBS GROUP AG	0.73%	8.36M	627.91M	1.65M	+24.51%
Mar 31, 2026	SANDERS CAPITAL, LLC	0.87%	9.98M	749.48M	3.52M	+54.41%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.95%	10.82M	812.25M	617.46K	+6.05%
Mar 31, 2026	NORTHERN TRUST CORP	1.53%	17.53M	1.32B	509.15K	+2.99%
Mar 31, 2026	MORGAN STANLEY	2.21%	25.29M	1.9B	2.65M	+11.72%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.02%	34.57M	2.6B	1.48M	+4.47%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	1.62M	121.55M	-29.27K	-1.78%
Mar 31, 2026	SCHRODER INVESTMENT MANAGEMENT GROUP	0.16%	1.8M	131.12M	826.22K	+84.65%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.3%	3.47M	253.07M	577.42K	+19.97%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.42%	4.84M	363.22M	1.95M	+67.55%
Dec 31, 2025	WESTEND ADVISORS, LLC	0.37%	3.74M	275.25M	-66.97K	-1.76%
Dec 31, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.1%	1.05M	76.99M	34.72K	+3.43%
Dec 31, 2025	DIVERSIFIED TRUST CO	0.5%	5.24M	385.51M	759.23K	+16.94%
Dec 31, 2025		0.53%	5.52M	75.03M	5.44M	+7,182.62%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	6.28M	461.59M	87.96K	+1.42%
Dec 31, 2025	SANDERS CAPITAL, LLC	0.62%	6.46M	475.42M	-2.58M	-28.52%
Dec 31, 2025	UBS GROUP AG	0.64%	6.72M	493.96M	-108.28K	-1.59%
Dec 31, 2025	UNITED SERVICES AUTOMOBILE ASSOCIATION	0.17%	1.69M	124.34M	590.06K	+53.63%
Dec 31, 2025	HARDING LOEVNER LP	0.18%	1.92M	141.14M	1.08M	+128.18%
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.19%	1.86M	136.51M	-54.06K	-2.83%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	1.98M	145.3M	55.41K	+2.89%
Dec 31, 2025	MORGAN STANLEY	2.16%	22.63M	1.66B	-570.3K	-2.46%
Dec 31, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.19%	2.03M	149.08M	58.91K	+2.99%
Dec 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.71%	7.43M	546.56M	253.49K	+3.53%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.97%	10.2M	750.17M	275.11K	+2.77%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.85%	8.92M	656.5M	228.69K	+2.63%
Dec 31, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.51%	5.38M	396.1M	49K	+0.92%
Dec 31, 2025	JANE STREET GROUP, LLC	0.45%	4.5M	331.29M	3.1M	+221.51%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.38%	4.04M	297.08M	-8.1K	-0.20%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.32%	3.34M	245.63M	66.98K	+2.05%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.76%	8.01M	589.1M	324.04K	+4.22%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.16%	33.09M	2.43B	9.13M	+38.08%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	2.14M	157.49M	78.37K	+3.80%
Dec 31, 2025	BROWN ADVISORY INC	0.25%	2.65M	194.81M	1.02M	+62.36%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.09%	972.31K	71.52M	938.43K	+2,769.61%
Dec 31, 2025	EFFICIENT ADVISORS, LLC	0.09%	880.54K	64.77M	-11.04K	-1.24%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	916.07K	67.39M	23.73K	+2.66%
Dec 31, 2025	WHARTON BUSINESS GROUP, LLC	0.09%	974.25K	71.67M	274	+0.03%
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.09%	976.1K	72.11M	906.52K	+1,302.92%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	994.26K	73.14M	32.22K	+3.35%
Dec 31, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.1%	960.11K	70.63M	-25.48K	-2.58%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.26%	2.71M	199.45M	445.17K	+19.64%
Dec 31, 2025	CREATIVE PLANNING	0.13%	1.4M	103.06M	53.25K	+3.95%
Dec 31, 2025	LAIRD NORTON TRUST COMPANY, LLC	0.13%	1.41M	103.82M	578.97K	+69.55%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.1%	1.02M	74.8M	23.69K	+2.39%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.1%	1.03M	75.47M	-12.6K	-1.21%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	1.65M	121.21M	24.59K	+1.51%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.23%	2.26M	166.2M	-27.58K	-1.21%
Dec 31, 2025	CHOATE INVESTMENT ADVISORS	0.28%	2.98M	218.93M	2.96M	+14,241.40%
Dec 31, 2025	LPL FINANCIAL LLC	0.33%	3.43M	251.96M	79.92K	+2.39%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.44%	4.54M	334.12M	436.57K	+10.63%
Dec 31, 2025	EUCLIDEAN CAPITAL LLC	0.29%	2.99M	219.95M	411.9K	+15.98%
Dec 31, 2025	NORTHERN TRUST CORP	1.64%	17.03M	1.25B	354.35K	+2.13%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.26%	2.72M	200.33M	204.52K	+8.12%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.28%	2.89M	212.33M	251.64K	+9.55%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.28%	2.89M	212.67M	197.05K	+7.31%
Dec 31, 2025	CERITY PARTNERS LLC	0.3%	3.12M	229.86M	341.78K	+12.28%
Dec 31, 2025	VANGUARD GROUP INC	0.37%	3.92M	288.48M	-57.61K	-1.45%
Dec 31, 2025	CIBC ASSET MANAGEMENT INC	0.45%	4.72M	347.04M	-57.76K	-1.21%
Dec 31, 2025	GLASSMAN WEALTH SERVICES	0.11%	1.14M	84.11M	33.31K	+3.00%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.12%	1.22M	89.7M	-985.26K	-44.69%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	1.27M	93.76M	-24.41K	-1.88%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	3.68M	270.82M	-400.65K	-9.81%
Dec 31, 2025	LINCOLN NATIONAL CORP	0.34%	3.39M	249.15M	56.59K	+1.70%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	3.44M	252.94M	221.61K	+6.89%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.33%	3.39M	249.53M	276.54K	+8.88%
Dec 31, 2025	JPMORGAN CHASE & CO	0.12%	1.23M	90.59M	-228.42K	-15.65%
Dec 31, 2025	MEANS INVESTMENT CO., INC.	0.13%	1.27M	93.33M	32.3K	+2.61%
Dec 31, 2025	ROYAL BANK OF CANADA	0.2%	2.06M	151.45M	-173.57K	-7.78%
Dec 31, 2025	US BANCORP \DE\	0.14%	1.37M	100.74M	30.06K	+2.24%
Dec 31, 2025	VOYA FINANCIAL ADVISORS, INC.	0.14%	1.46M	107.59M	27.5K	+1.92%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.16%	1.63M	118.34M	546.16K	+50.53%
Dec 31, 2025	STRID GROUP, LLC	0.17%	1.67M	122.86M	12.59K	+0.76%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.21%	2.2M	161.49M	-11.18K	-0.51%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	2.26M	166.11M	-106.72K	-4.51%
Sep 30, 2025	CWM, LLC	0.08%	808.94K	57.73M	81.88K	+11.26%
Sep 30, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.07%	779.71K	55.56M	56.6K	+7.83%
Sep 30, 2025	FLOWER CITY CAPITAL	0.07%	769.9K	54.95M	19.49K	+2.60%
Sep 30, 2025	COMPTON WEALTH ADVISORY GROUP, LLC	0.07%	768.81K	54.87M	9.01K	+1.19%
Sep 30, 2025	ST. LOUIS TRUST CO	0.07%	752.18K	53.68M	153	+0.02%
Sep 30, 2025	MATHER GROUP, LLC.	0.07%	736.99K	52.6M	114.41K	+18.38%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.07%	729K	52.03M	0	0
Sep 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.07%	697.84K	49.8M	70.24K	+11.19%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.3%	23.96M	1.71B	3.77M	+18.69%
Sep 30, 2025	MORGAN STANLEY	2.23%	23.2M	1.66B	684.81K	+3.04%
Sep 30, 2025	NORTHERN TRUST CORP	1.6%	16.67M	1.19B	466.17K	+2.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.95%	9.92M	708.2M	-192.92K	-1.91%
Sep 30, 2025	SANDERS CAPITAL, LLC	0.88%	9.04M	645.34M	5.87M	+184.77%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.83%	8.7M	620.63M	6.61M	+316.15%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.74%	7.68M	548.44M	28.21K	+0.37%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.69%	7.18M	512.2M	254.17K	+3.67%
Sep 30, 2025	UBS GROUP AG	0.66%	6.82M	486.98M	160.54K	+2.41%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.59%	6.19M	441.57M	94.78K	+1.56%
Sep 30, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.51%	5.34M	380.81M	-173.09K	-3.14%
Sep 30, 2025	CIBC ASSET MANAGEMENT INC	0.46%	4.78M	340.83M	-55.61K	-1.15%
Sep 30, 2025	DIVERSIFIED TRUST CO	0.43%	4.48M	319.84M	204.5K	+4.78%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.39%	4.11M	293.02M	131.13K	+3.30%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	4.08M	291.35M	336.54K	+8.98%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.39%	4.05M	288.81M	-146.47K	-3.49%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.25%	2.63M	188.05M	284.96K	+12.13%
Sep 30, 2025	VANGUARD GROUP INC	0.38%	3.98M	284M	-1.03M	-20.54%
Sep 30, 2025	US BANCORP \DE\	0.13%	1.34M	95.59M	13.46K	+1.02%
Sep 30, 2025	WESTEND ADVISORS, LLC	0.37%	3.81M	271.84M	-168.63K	-4.24%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.31%	3.22M	229.6M	315.79K	+10.88%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.22%	2.27M	161.74M	210.69K	+10.25%
Sep 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.19%	1.97M	140.44M	-10.56K	-0.53%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	1.62M	115.85M	63K	+4.04%
Sep 30, 2025	CREATIVE PLANNING	0.13%	1.35M	96.2M	-28.77K	-2.09%
Sep 30, 2025	LPL FINANCIAL LLC	0.32%	3.35M	238.76M	496.51K	+17.43%
Sep 30, 2025	LINCOLN NATIONAL CORP	0.32%	3.33M	237.69M	44.68K	+1.36%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.31%	3.27M	233.53M	-158.19K	-4.61%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	3.12M	222.36M	119.83K	+4.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.27%	2.78M	198.62M	211.13K	+8.21%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	2.69M	190.66M	121.4K	+4.72%
Sep 30, 2025	EUCLIDEAN CAPITAL LLC	0.25%	2.58M	184M	435.5K	+20.33%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.24%	2.52M	179.77M	208.74K	+9.04%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.23%	2.36M	168.78M	-88.05K	-3.59%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.21%	2.2M	157.35M	124.87K	+6.00%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	2.06M	147.21M	33.95K	+1.67%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	1.92M	137.02M	47.41K	+2.53%
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.18%	1.91M	136.3M	-17.08K	-0.89%
Sep 30, 2025	STRID GROUP, LLC	0.16%	1.66M	118.31M	-8.49K	-0.51%
Sep 30, 2025	JPMORGAN CHASE & CO	0.14%	1.46M	104.2M	261.02K	+21.77%
Sep 30, 2025	UNITED SERVICES AUTOMOBILE ASSOCIATION	0.11%	1.1M	78.53M	-71.42K	-6.10%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	2.23M	159.32M	265.25K	+13.48%
Sep 30, 2025	BROWN ADVISORY INC	0.16%	1.63M	116.42M	37.35K	+2.34%
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	1.4M	99.97M	1.2M	+609.57%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	1.3M	92.71M	170.82K	+15.14%
Sep 30, 2025	MEANS INVESTMENT CO., INC.	0.12%	1.24M	88.25M	70.1K	+6.01%
Sep 30, 2025	GLASSMAN WEALTH SERVICES	0.11%	1.11M	79.23M	23.24K	+2.14%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.22%	2.29M	163.22M	-124.74K	-5.17%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.21%	2.21M	157.48M	70.18K	+3.29%
Sep 30, 2025	VOYA FINANCIAL ADVISORS, INC.	0.14%	1.43M	101.8M	49.04K	+3.55%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	1.05M	73.48M	141.97K	+15.72%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.1%	1.04M	74.12M	95.31K	+10.11%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.1%	1.08M	76.52M	-388.74K	-26.45%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.1%	1.01M	72.22M	1.01M	+100.00%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.1%	993.12K	70.88M	44K	+4.64%
Sep 30, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.09%	985.59K	70.34M	593	+0.06%
Sep 30, 2025	WHARTON BUSINESS GROUP, LLC	0.09%	973.98K	69.51M	80.89K	+9.06%
Sep 30, 2025	NEWSQUARE CAPITAL LLC	0.09%	972.49K	69.41M	32.46K	+3.45%
Sep 30, 2025	EFFICIENT ADVISORS, LLC	0.09%	891.58K	63.63M	29.64K	+3.44%
Sep 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.08%	846.49K	60.41M	-20.52K	-2.37%
Sep 30, 2025	NICHOLAS HOFFMAN & COMPANY, LLC.	0.08%	789.61K	56.35M	34.99K	+4.64%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.44%	2.06M	138.18M	54K	+2.70%
Jun 30, 2025	VANGUARD GROUP INC	1.08%	5.01M	336.63M	1.12M	+28.97%
Jun 30, 2025	CIBC ASSET MANAGEMENT INC	1.04%	4.83M	324.75M	9.04K	+0.19%
Jun 30, 2025	DIVERSIFIED TRUST CO	0.92%	4.28M	287.5M	393.83K	+10.14%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.91%	4.19M	281.86M	161.36K	+4.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.87%	4.03M	270.85M	34.22K	+0.86%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.81%	3.75M	251.79M	1.19M	+46.31%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.74%	3.43M	230.59M	89.89K	+2.69%
Jun 30, 2025	WESTEND ADVISORS, LLC	0.86%	3.98M	267.37M	-68.91K	-1.70%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.65%	3M	201.38M	179.92K	+6.39%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.32%	1.47M	98.79M	74.65K	+5.35%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.63%	2.9M	195.02M	218.76K	+8.16%
Jun 30, 2025	LPL FINANCIAL LLC	0.62%	2.85M	191.5M	333.46K	+13.26%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.56%	2.57M	172.6M	129.71K	+5.31%
Jun 30, 2025	CERITY PARTNERS LLC	0.56%	2.57M	172.88M	59.45K	+2.37%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.53%	2.45M	164.88M	58.58K	+2.45%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.52%	2.41M	162.12M	-20K	-0.82%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.51%	2.35M	157.96M	207.7K	+9.70%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.5%	2.31M	155.28M	128.94K	+5.91%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.44%	2.03M	136.36M	119.32K	+6.25%
Jun 30, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.43%	1.98M	132.98M	8.15K	+0.41%
Jun 30, 2025	ROYAL BANK OF CANADA	0.43%	1.97M	132.23M	31.81K	+1.64%
Jun 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.42%	1.93M	129.53M	-150.2K	-7.23%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	1.87M	127.06M	256.29K	+15.86%
Jun 30, 2025	STRID GROUP, LLC	0.36%	1.67M	112M	-464.85K	-21.81%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	1.56M	104.88M	19.45K	+1.26%
Jun 30, 2025	VOYA FINANCIAL ADVISORS, INC.	0.3%	1.38M	92.73M	-144.96K	-9.49%
Jun 30, 2025	CREATIVE PLANNING	0.3%	1.38M	92.54M	18.51K	+1.36%
Jun 30, 2025	US BANCORP \DE\	0.29%	1.33M	89.13M	3.97K	+0.30%
Jun 30, 2025	JPMORGAN CHASE & CO	0.26%	1.2M	80.6M	144.13K	+13.66%
Jun 30, 2025	UNITED SERVICES AUTOMOBILE ASSOCIATION	0.25%	1.17M	78.76M	-16.8K	-1.41%
Jun 30, 2025	MEANS INVESTMENT CO., INC.	0.25%	1.17M	78.4M	30.73K	+2.71%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	1.13M	75.84M	35.89K	+3.29%
Jun 30, 2025	MORGAN STANLEY	4.87%	22.52M	1.51B	970.62K	+4.50%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.36%	20.19M	1.36B	235.4K	+1.18%
Jun 30, 2025	NORTHERN TRUST CORP	3.5%	16.2M	1.09B	473.62K	+3.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.19%	10.12M	679.99M	300.18K	+3.06%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.65%	7.66M	514.65M	74.01K	+0.98%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	1.5%	6.92M	465.33M	165.77K	+2.45%
Jun 30, 2025	UBS GROUP AG	1.44%	6.66M	447.87M	403.31K	+6.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.32%	6.09M	409.52M	130.84K	+2.19%
Jun 30, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	1.19%	5.51M	370.3M	-118.22K	-2.10%
Jun 30, 2025	LINCOLN NATIONAL CORP	0.71%	3.29M	220.87M	205.03K	+6.66%
Jun 30, 2025	SANDERS CAPITAL, LLC	0.69%	3.18M	213.44M	-2.15M	-40.41%
Jun 30, 2025	EUCLIDEAN CAPITAL LLC	0.46%	2.14M	144.03M	150.8K	+7.57%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.46%	2.14M	143.61M	323.21K	+17.83%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.45%	2.09M	140.46M	172.53K	+9.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.45%	2.08M	139.81M	18.41K	+0.89%
Jun 30, 2025	BROWN ADVISORY INC	0.34%	1.59M	107.14M	-18.89K	-1.17%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	1.59M	107.12M	-117.11K	-6.85%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.41%	1.91M	115.82M	26.32K	+1.40%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.43%	2M	121.42M	43.07K	+2.20%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.53%	2.44M	148.98M	114.58K	+4.92%
Mar 31, 2025	CERITY PARTNERS LLC	0.54%	2.51M	152.4M	158.65K	+6.74%
Mar 31, 2025	LPL FINANCIAL LLC	0.54%	2.52M	152.58M	-93.34K	-3.58%
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	1.94M	117.4M	43.72K	+2.31%
Mar 31, 2025	WESTEND ADVISORS, LLC	0.87%	4.05M	245.45M	-120.4K	-2.89%
Mar 31, 2025	NORTHERN TRUST CORP	3.4%	15.73M	954.24M	-192.84K	-1.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.31%	19.96M	1.21B	-366.81K	-1.80%
Mar 31, 2025	MORGAN STANLEY	4.66%	21.55M	1.31B	-384.8K	-1.75%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.55%	2.56M	155.3M	70.51K	+2.83%
Mar 31, 2025	FORVIS WEALTH ADVISORS, LLC	1.46%	6.76M	409.86M	68.82K	+1.03%
Mar 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.47%	2.18M	132.31M	168.41K	+8.37%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.52%	2.39M	145.24M	495.21K	+26.08%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.53%	2.43M	147.51M	-79K	-3.15%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.41%	1.92M	116.29M	-108.23K	-5.34%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.61%	2.82M	170.81M	603.22K	+27.26%
Mar 31, 2025	LINCOLN NATIONAL CORP	0.67%	3.08M	186.88M	-12.61K	-0.41%
Mar 31, 2025	SUMMIT FINANCIAL, LLC	0.72%	3.34M	202.63M	-19.45K	-0.58%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	1.62M	98.03M	43.97K	+2.80%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.45%	2.06M	125.05M	1.06M	+106.87%
Mar 31, 2025	STRID GROUP, LLC	0.46%	2.13M	129.27M	41.74K	+2.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.12%	9.82M	595.42M	510.74K	+5.49%
Mar 31, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.23%	1.07M	64.85M	-12.49K	-1.15%
Mar 31, 2025	CREATIVE PLANNING	0.29%	1.36M	82.38M	162.91K	+13.63%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.3%	1.39M	84.62M	-115.62K	-7.65%
Mar 31, 2025	HOWLAND CAPITAL MANAGEMENT LLC	0.43%	1.97M	119.51M	-585.78K	-22.92%
Mar 31, 2025	MYRIAD ASSET MANAGEMENT US LP	0.39%	1.81M	109.71M	1.81M	+100.00%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.39%	1.81M	109.99M	-297.66K	-14.10%
Mar 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.45%	2.08M	126M	20.76K	+1.01%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.87%	4.03M	244.57M	-319.57K	-7.34%
Mar 31, 2025	CIBC ASSET MANAGEMENT INC	1.04%	4.82M	292.51M	-1.38M	-22.25%
Mar 31, 2025	SANDERS CAPITAL, LLC	1.15%	5.33M	323.24M	55.01K	+1.04%
Mar 31, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	1.22%	5.63M	341.33M	70.05K	+1.26%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	5.96M	361.62M	13.11K	+0.22%
Mar 31, 2025	UBS GROUP AG	1.35%	6.26M	379.7M	588.78K	+10.38%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.64%	7.58M	459.94M	-605K	-7.39%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	1.54M	93.46M	58.22K	+3.93%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.46%	2.14M	129.94M	340.49K	+18.90%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.58%	2.68M	162.72M	196.03K	+7.88%
Mar 31, 2025	UNITED SERVICES AUTOMOBILE ASSOCIATION	0.26%	1.19M	72.1M	66.22K	+5.90%
Mar 31, 2025	US BANCORP \DE\	0.29%	1.32M	80.19M	40.14K	+3.13%
Mar 31, 2025	VOYA FINANCIAL ADVISORS, INC.	0.33%	1.53M	93.2M	44.78K	+3.02%
Mar 31, 2025	VANGUARD GROUP INC	0.84%	3.88M	235.54M	354.4K	+10.04%
Mar 31, 2025	DIVERSIFIED TRUST CO	0.84%	3.88M	235.55M	51.69K	+1.35%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.86%	4M	242.35M	-551.18K	-12.12%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	1.09M	66.26M	2.02K	+0.19%
Mar 31, 2025	MEANS INVESTMENT CO., INC.	0.25%	1.14M	68.89M	373.83K	+49.07%
Mar 31, 2025	BROWN ADVISORY INC	0.35%	1.61M	97.83M	217.77K	+15.61%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.37%	1.71M	104.06M	-122.86K	-6.70%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	924.57K	54.23M	-47.67K	-4.90%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	1%	4.62M	270.75M	-301.84K	-6.14%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.59%	7.34M	430.4M	-175.72K	-2.34%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.39%	15.67M	919.23M	599.93K	+3.98%
Mar 31, 2024	MORGAN STANLEY	4.61%	21.34M	1.25B	-1.48M	-6.48%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.44%	2.03M	119.26M	85.93K	+4.41%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.28%	10.53M	617.47M	-358.87K	-3.30%
Mar 31, 2024	SANDERS CAPITAL, LLC	3.17%	14.67M	860.45M	366.88K	+2.56%
Mar 31, 2024	NORTHERN TRUST CORP	3.52%	16.28M	954.6M	-459.24K	-2.74%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	4.14%	19.14M	1.12B	-328.22K	-1.69%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.21%	981.69K	57.58M	326.78K	+49.90%
Mar 31, 2024	HB WEALTH MANAGEMENT, LLC	0.23%	1.05M	61.64M	-44.61K	-4.07%
Mar 31, 2024	CREATIVE PLANNING	0.23%	1.06M	62.4M	-37.55K	-3.41%
Mar 31, 2024	WEALTHCARE CAPITAL MANAGEMENT LLC	0.24%	1.11M	64.83M	-10.8K	-0.97%
Mar 31, 2024	ACCREDITED INVESTORS INC.	0.25%	1.13M	66.5M	392.11K	+52.86%
Mar 31, 2024	ASSETMARK, INC	0.25%	1.16M	68.25M	58.38K	+5.28%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.26%	1.19M	69.64M	1.05M	+767.04%
Mar 31, 2024	UNITED SERVICES AUTOMOBILE ASSOCIATION	0.26%	1.2M	70.44M	-55.65K	-4.43%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.26%	1.21M	70.7M	35.42K	+3.03%
Mar 31, 2024	US BANCORP \DE\	0.28%	1.28M	75.2M	27.97K	+2.23%
Mar 31, 2024	LAIRD NORTON TRUST COMPANY, LLC	0.29%	1.32M	77.46M	61.55K	+4.89%
Mar 31, 2024	VOYA FINANCIAL ADVISORS, INC.	0.29%	1.35M	79.36M	64.12K	+4.98%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	1.42M	83.31M	1.42M	+100.00%
Mar 31, 2024	JOHNSON INVESTMENT COUNSEL INC	0.34%	1.56M	91.35M	35.99K	+2.37%
Mar 31, 2024	STRID GROUP, LLC	0.34%	1.56M	91.75M	143.13K	+10.07%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.4%	1.85M	108.27M	661.49K	+55.84%
Mar 31, 2024	CERITY PARTNERS LLC	0.4%	1.85M	108.61M	-654.37K	-26.09%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.4%	1.87M	109.68M	163.71K	+9.59%
Mar 31, 2024	VANGUARD GROUP INC	0.41%	1.9M	111.4M	482.43K	+34.05%
Mar 31, 2024	ROYAL BANK OF CANADA	0.42%	1.92M	112.62M	-11.93K	-0.62%
Mar 31, 2024	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.43%	1.97M	115.65M	44.42K	+2.30%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.43%	1.97M	115.66M	165.45K	+9.16%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.45%	2.06M	120.86M	-2.12K	-0.10%
Mar 31, 2024	LPL FINANCIAL LLC	0.51%	2.34M	137.22M	-17.41K	-0.74%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.51%	2.37M	139.11M	110.03K	+4.86%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.54%	2.49M	146.26M	26.39K	+1.07%
Mar 31, 2024	SUMMIT FINANCIAL, LLC	0.72%	3.35M	196.37M	35.18K	+1.06%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.78%	3.62M	212.38M	-213.56K	-5.57%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.54%	2.5M	146.57M	366.23K	+17.17%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.55%	2.56M	150.1M	-116.5K	-4.35%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.65%	3.02M	177.04M	24.48K	+0.82%
Mar 31, 2024	UBS GROUP AG	1.26%	5.81M	341.05M	283.01K	+5.12%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.17%	769.8K	45.15M	0	0
Mar 31, 2024	SAVANT CAPITAL, LLC	0.17%	780.47K	45.77M	-81.47K	-9.45%
Mar 31, 2024	NICHOLAS HOFFMAN & COMPANY, LLC.	0.17%	791.99K	46.45M	2.04K	+0.26%
Mar 31, 2024	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.18%	830.46K	48.71M	179.76K	+27.63%
Mar 31, 2024	GLASSMAN WEALTH SERVICES	0.18%	838.19K	49.16M	14.86K	+1.80%
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.18%	851.01K	49.91M	16.43K	+1.97%
Mar 31, 2024	EFFICIENT ADVISORS, LLC	0.19%	869.15K	50.98M	29.77K	+3.55%
Mar 31, 2024	JPMORGAN CHASE & CO	0.2%	912.67K	53.53M	-114.44K	-11.14%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.21%	963.68K	57.19M	29.56K	+3.16%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.52%	2.39M	140.36M	254.53K	+11.90%
Mar 31, 2024	DIVERSIFIED TRUST CO	0.79%	3.64M	213.41M	175.09K	+5.06%
Mar 31, 2024	CBIZ INVESTMENT ADVISORY SERVICES, LLC	1%	4.63M	271.47M	225.49K	+5.12%
Mar 31, 2024	CIBC ASSET MANAGEMENT INC	1.24%	5.76M	337.57M	0	0
Mar 31, 2024	WESTEND ADVISORS, LLC	1.31%	6.06M	355.14M	340.69K	+5.96%
Mar 31, 2024	FORVIS WEALTH ADVISORS, LLC	1.33%	6.15M	360.96M	200.71K	+3.37%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.37%	6.33M	371.07M	260.31K	+4.29%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.44%	6.65M	390.27M	295.71K	+4.65%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.83%	8.47M	496.91M	247.2K	+3.01%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	4.21%	19.47M	1.09B	-1.63M	-7.73%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.21%	970.01K	54.46M	-18.59K	-1.88%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.21%	972.24K	54.58M	-3.42K	-0.35%
Dec 31, 2023	JPMORGAN CHASE & CO	0.22%	1.03M	57.66M	602.13K	+141.69%
Dec 31, 2023	HB WEALTH MANAGEMENT, LLC	0.24%	1.1M	61.51M	43.09K	+4.09%
Dec 31, 2023	CREATIVE PLANNING	0.24%	1.1M	61.84M	39.8K	+3.75%
Dec 31, 2023	ASSETMARK, INC	0.24%	1.11M	62.05M	25.08K	+2.32%
Dec 31, 2023	WEALTHCARE CAPITAL MANAGEMENT LLC	0.24%	1.12M	62.66M	-65.9K	-5.57%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	1.17M	65.68M	611	+0.05%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.26%	1.18M	66.5M	-84.74K	-6.68%
Dec 31, 2023	US BANCORP \DE\	0.27%	1.25M	70.41M	-21.78K	-1.71%
Dec 31, 2023	UNITED SERVICES AUTOMOBILE ASSOCIATION	0.27%	1.26M	70.55M	2.59K	+0.21%
Dec 31, 2023	LAIRD NORTON TRUST COMPANY, LLC	0.27%	1.26M	70.69M	-592.12K	-31.98%
Dec 31, 2023	VOYA FINANCIAL ADVISORS, INC.	0.28%	1.29M	72.29M	87.35K	+7.27%
Dec 31, 2023	VANGUARD GROUP INC	0.31%	1.42M	79.55M	585.14K	+70.34%
Dec 31, 2023	STRID GROUP, LLC	0.31%	1.42M	79.78M	23.38K	+1.67%
Dec 31, 2023	JOHNSON INVESTMENT COUNSEL INC	0.33%	1.52M	85.42M	26.94K	+1.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.37%	1.71M	95.79M	228.88K	+15.49%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.39%	1.81M	101.42M	-92.3K	-4.86%
Dec 31, 2023	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.42%	1.93M	108.21M	37.95K	+2.01%
Dec 31, 2023	ROYAL BANK OF CANADA	0.42%	1.93M	108.47M	-27.44K	-1.40%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.42%	1.95M	109.33M	120.52K	+6.60%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.45%	2.06M	115.8M	-218.04K	-9.56%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.46%	2.13M	119.73M	-129.4K	-5.72%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.46%	2.14M	120.05M	-89.19K	-4.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.49%	2.26M	126.98M	94.84K	+4.38%
Dec 31, 2023	LPL FINANCIAL LLC	0.51%	2.36M	132.32M	101.7K	+4.51%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.53%	2.47M	138.52M	5.9K	+0.24%
Dec 31, 2023	CERITY PARTNERS LLC	0.54%	2.51M	99.36M	873.27K	+53.43%
Dec 31, 2023	HOWLAND CAPITAL MANAGEMENT LLC	0.58%	2.68M	150.21M	14.98K	+0.56%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.65%	2.99M	168.09M	68.87K	+2.35%
Dec 31, 2023	SUMMIT FINANCIAL, LLC	0.72%	3.31M	186M	28.33K	+0.86%
Dec 31, 2023	DIVERSIFIED TRUST CO	0.75%	3.46M	194.45M	269.93K	+8.45%
Dec 31, 2023	JANE STREET GROUP, LLC	0.8%	3.71M	208M	3.67M	+10,722.17%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.83%	3.83M	215.28M	71.1K	+1.89%
Dec 31, 2023	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.95%	4.4M	247.19M	169.59K	+4.01%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	1.06%	4.92M	276.1M	217.01K	+4.62%
Dec 31, 2023	UBS GROUP AG	1.2%	5.53M	310.56M	24.98K	+0.45%
Dec 31, 2023	WESTEND ADVISORS, LLC	1.24%	5.71M	320.82M	24.03K	+0.42%
Dec 31, 2023	CIBC ASSET MANAGEMENT INC	1.24%	5.76M	323.13M	42.01K	+0.74%
Dec 31, 2023	MORGAN STANLEY	4.93%	22.82M	1.28B	1.66M	+7.84%
Dec 31, 2023	FORVIS WEALTH ADVISORS, LLC	1.29%	5.95M	334.25M	110.7K	+1.89%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.31%	6.07M	340.57M	21.18K	+0.35%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.37%	6.36M	356.96M	-120.27K	-1.86%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.62%	7.51M	421.85M	-20.8K	-0.28%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.78%	8.23M	461.76M	-394.71K	-4.58%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.35%	10.89M	611.19M	1.25M	+12.92%
Dec 31, 2023	SANDERS CAPITAL, LLC	3.09%	14.3M	803.02M	-45.04K	-0.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.26%	15.07M	846.21M	157.29K	+1.05%
Dec 31, 2023	NORTHERN TRUST CORP	3.62%	16.74M	939.53M	-305.53K	-1.79%

Frequently Asked Questions