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

Who are the major shareholders selling Vanguard FTSE Europe ETF stock?

SMITHFIELD TRUST CO, in the last quarter, reduced its stake in VGK by -1.91% restricting it's holding to 761.32 thousand shares of worth nearly $67.39M. STIFEL FINANCIAL CORP also lessened -6.27% of the VGK shares from its portfolio, reducing its holding to 859.58 thousand shares of worth $76.11M. BANCO BILBAO VIZCAYA ARGENTARIA, S.A. also shunned VGK shares holding by -13.3% last quarter which brought its holding to 330.19 thousand shares worth $29.20M.

Investors who are buying VGK stock?

As per its latest 13F filing, CERITY PARTNERS LLC increased its stake in VGK by 2.14% in the last quarter. The institutional holder raised its holding to 720.64 thousand shares having worth more than $63.81M. GENTRUST, LLC also added 2.79% more shares of VGK to its portfolio, raising its holding to 971.48 thousand shares of worth $86.01M. GARDE CAPITAL, INC. also increased its VGK shares holding by 3.93% which brought its holding to 1.05 million shares worth $92.66M.

VGK's major insiders: who are they?

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

Did an insider recently sell VGK stock?

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

Which insider recently purchased VGK stock?

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

How much of VGK does insiders own?

Around 0 Vanguard FTSE Europe ETF shares are held by insiders, which represents about N/A of VGK stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VGK?

CERITY PARTNERS LLC is the largest institutional owner in VGK which holds 720.64 thousand shares worth $63.81M or 0.17% of the total VGK shares outstanding followed by SMITHFIELD TRUST CO with ownership of 761.32 thousand shares representing 0.18% of the VGK ownership. STIFEL FINANCIAL CORP is the third largest stakeholder with 859.58 thousand shares or 0.21% of the ownership worth more than $76.11M.

Is Vanguard FTSE Europe 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 VGK is concerned, it is a stock which is optionable.

Is there a short position on VGK's shares?

Number of VGK 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 VGK shares are there?

As of today, null shares of VGK are outstanding.

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

VGK 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 VGK is null.

Vanguard FTSE Europe ETF (VGK) 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. CERITY PARTNERS LLC is the top corporate investor, holding 720.64K shares valued at $63.81M. A 0.17% stake in Vanguard FTSE Europe ETF is owned by the company. SMITHFIELD TRUST CO owns 761.32K shares valued at $67.39M, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CERITY PARTNERS LLC	0.17%	720.64K	63.81M	15.13K	+2.14%
Jun 30, 2026	SMITHFIELD TRUST CO	0.18%	761.32K	67.39M	-14.79K	-1.91%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.21%	859.58K	76.11M	-57.55K	-6.27%
Jun 30, 2026	GENTRUST, LLC	0.23%	971.48K	86.01M	26.38K	+2.79%
Jun 30, 2026	GARDE CAPITAL, INC.	0.25%	1.05M	92.66M	39.56K	+3.93%
Jun 30, 2026	ROYAL BANK OF CANADA	0.33%	1.36M	120.42M	264.55K	+24.15%
Jun 30, 2026		0.13%	573.63K	50.79M	573.63K	+100.00%
Jun 30, 2026	WEALTHBRIDGE INVESTMENT COUNSEL INC.	0.06%	275.89K	24.43M	350	+0.13%
Jun 30, 2026	COURIER CAPITAL LLC	0.07%	294.13K	26.04M	8.12K	+2.84%
Jun 30, 2026	FPC INVESTMENT ADVISORY, INC.	0.07%	294.91K	26.13M	15.39K	+5.51%
Jun 30, 2026	GALILEI INVESTMENT OFFICE LLP	0.08%	328.61K	29.1M	2K	+0.61%
Jun 30, 2026	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.08%	330.19K	29.2M	-50.64K	-13.30%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.08%	333.19K	29.5M	4.61K	+1.40%
Jun 30, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.12%	503.12K	44.55M	-8.16K	-1.60%
Jun 30, 2026	STATE STREET CORP	0.12%	515.27K	45.62M	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.13%	556.13K	49.24M	8.21K	+1.50%
Jun 30, 2026	JUPITER TOPCO LLC	0.14%	573.63K	50.79M	573.63K	+100.00%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.19%	795.98K	70.48M	147.22K	+22.69%
Jun 30, 2026	LINCOLN NATIONAL CORP	0.33%	1.37M	121.31M	36.18K	+2.71%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.45%	1.89M	167.21M	-38.99K	-2.02%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.46%	1.93M	170.64M	-19.33K	-0.99%
Jun 30, 2026	BLACKROCK, INC.	0.47%	1.96M	173.82M	-43.74K	-2.18%
Jun 30, 2026	ELM PARTNERS MANAGEMENT LLC	0.56%	2.33M	206.31M	213.07K	+10.06%
Jun 30, 2026	RONALD BLUE TRUST, INC.	0.82%	3.43M	303.59M	-28.31K	-0.82%
Jun 30, 2026	UBS GROUP AG	0.91%	3.8M	336.29M	-44.51K	-1.16%
Jun 30, 2026	FISHER ASSET MANAGEMENT, LLC	1.22%	5.12M	453.25M	101.75K	+2.03%
Jun 30, 2026	ASSET MANAGEMENT ONE CO., LTD.	1.49%	6.24M	552.61M	-76.95K	-1.22%
Jun 30, 2026	BANCO SANTANDER, S.A.	0.08%	359.14K	31.8M	-1.24K	-0.34%
Jun 30, 2026	TANAGER WEALTH MANAGEMENT LLP	0.1%	405.84K	35.93M	9.76K	+2.46%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.1%	412.94K	36.56M	-74.46K	-15.28%
Jun 30, 2026	NOMURA ASSET MANAGEMENT CO LTD	0.11%	465.4K	41.21M	107.9K	+30.18%
Jun 30, 2026	BALLENTINE PARTNERS, LLC	0.11%	481.72K	42.65M	-1.67K	-0.34%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.11%	489.93K	43.38M	19.39K	+4.12%
Jun 30, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.59%	6.64M	588.3M	-120.39K	-1.78%
Jun 30, 2026	MATHER GROUP, LLC.	2.12%	8.86M	784.46M	109.15K	+1.25%
Jun 30, 2026	MORGAN STANLEY	4.03%	16.83M	1.49B	-568.54K	-3.27%
Jun 30, 2026	JPMORGAN CHASE & CO	10.47%	43.78M	3.86B	-1.17M	-2.61%
Jun 30, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.14%	588.21K	52.08M	-237.24K	-28.74%
Jun 30, 2026	VANGUARD INVESTMENTS AUSTRALIA, LTD.	1.17%	4.91M	434.67M	219.87K	+4.69%
Jun 30, 2026	TRUSTEES OF DARTMOUTH COLLEGE	0.14%	590.19K	52.26M	0	0
Jun 30, 2026	PRESILIUM PRIVATE WEALTH, LLC	0.15%	641.68K	56.81M	3.09K	+0.48%
Jun 30, 2026	JANE STREET GROUP, LLC	0.73%	3.03M	268.66M	1.64M	+117.08%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.54%	2.24M	198.06M	-9.88K	-0.44%
Jun 30, 2026	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.48%	2M	176.82M	0	0
Jun 30, 2026	DEUTSCHE BANK AG\	0.42%	1.77M	156.89M	-177K	-9.08%
Jun 30, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.12%	493.18K	43.67M	4.04K	+0.83%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.77%	7.4M	654.88M	-453.14K	-5.77%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.79%	3.31M	293.11M	-253.82K	-7.12%
Jun 30, 2026	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.29%	1.2M	106.6M	16.53K	+1.39%
Jun 30, 2026	STAIRWAY PARTNERS, LLC	0.26%	1.08M	95.67M	44.93K	+4.34%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	0.23%	942.9K	77.72M	315.73K	+50.34%
Jun 30, 2026	ASSETMARK, INC	0.13%	535.37K	47.4M	457.79K	+590.03%
Jun 30, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.42%	1.74M	154.12M	3.21K	+0.18%
Jun 30, 2026	CREATIVE PLANNING	0.38%	1.59M	140.39M	115.29K	+7.84%
Jun 30, 2026	STEPHENS GRETH FOUNDATION	0.22%	923.74K	81.79M	342.4K	+58.90%
Jun 30, 2026	FIFTH THIRD BANCORP	0.21%	863.74K	76.48M	-1.25K	-0.15%
Jun 30, 2026	LPL FINANCIAL LLC	0.21%	861.1K	76.24M	-130.96K	-13.20%
Jun 30, 2026	ANGELES WEALTH MANAGEMENT, LLC	0.2%	817.27K	72.37M	36.89K	+4.73%
Jun 30, 2026	COLONY GROUP, LLC	0.12%	514.86K	45.59M	-111.1K	-17.75%
Jun 30, 2026	HAVERFORD TRUST CO	0.12%	508.49K	45.02M	-48.55K	-8.71%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.15%	645.63K	57.16M	-1.53M	-70.37%
Jun 30, 2026	BESSEMER GROUP INC	0.16%	686.13K	60.75M	-17.01K	-2.42%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.17%	706.29K	62.53M	-98.27K	-12.21%
Mar 31, 2026	STAIRWAY PARTNERS, LLC	0.24%	1.04M	85.36M	2.46K	+0.24%
Mar 31, 2026	HAVERFORD TRUST CO	0.13%	557.04K	45.92M	-28.82K	-4.92%
Mar 31, 2026	COLONY GROUP, LLC	0.15%	625.97K	51.6M	3.53K	+0.57%
Mar 31, 2026	ROYAL BANK OF CANADA	0.26%	1.1M	90.3M	8.05K	+0.74%
Mar 31, 2026	BESSEMER GROUP INC	0.16%	703.14K	57.96M	64K	+10.01%
Mar 31, 2026	ANGELES WEALTH MANAGEMENT, LLC	0.18%	780.38K	64.33M	43K	+5.83%
Mar 31, 2026	FACTORY MUTUAL INSURANCE CO	0.26%	1.12M	92.12M	-611.85K	-35.38%
Mar 31, 2026	NOMURA ASSET MANAGEMENT CO LTD	0.08%	357.5K	29.47M	105.7K	+41.98%
Mar 31, 2026	BANCO SANTANDER, S.A.	0.09%	360.38K	29.71M	-88.11K	-19.65%
Mar 31, 2026	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.09%	380.83K	30.83M	33.23K	+9.56%
Mar 31, 2026	TANAGER WEALTH MANAGEMENT LLP	0.09%	396.09K	32.65M	17.78K	+4.70%
Mar 31, 2026	CITIGROUP INC	0.1%	424.02K	34.95M	84.35K	+24.83%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.11%	470.53K	38.79M	7.39K	+1.60%
Mar 31, 2026	BALLENTINE PARTNERS, LLC	0.11%	483.39K	39.85M	11.54K	+2.45%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.12%	487.4K	40.18M	89.7K	+22.55%
Mar 31, 2026	EFFICIENT ADVISORS, LLC	0.12%	488.45K	40.26M	-96.91K	-16.56%
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.12%	489.14K	40.32M	599	+0.12%
Mar 31, 2026		0.14%	581.34K	47.92M	459.12K	+375.65%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.41%	1.74M	143.22M	46.43K	+2.75%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.45%	1.93M	158.88M	-110.72K	-5.43%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.45%	1.95M	160.46M	-91.02K	-4.47%
Mar 31, 2026	DEUTSCHE BANK AG\	0.45%	1.95M	160.66M	-44.23K	-2.22%
Mar 31, 2026	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.47%	2M	164.62M	2M	+100.00%
Mar 31, 2026	BLACKROCK, INC.	0.47%	2.01M	165.43M	4.1K	+0.20%
Mar 31, 2026	ELM PARTNERS MANAGEMENT LLC	0.49%	2.12M	169.09M	-79.11K	-3.60%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.52%	2.25M	185.21M	110.33K	+5.16%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.81%	3.46M	284.97M	-287.02K	-7.67%
Mar 31, 2026	UBS GROUP AG	0.9%	3.84M	316.75M	322.76K	+9.17%
Mar 31, 2026	VANGUARD INVESTMENTS AUSTRALIA, LTD.	1.09%	4.69M	386.55M	4.69M	+100.00%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	1.17%	5.02M	413.59M	45.23K	+0.91%
Mar 31, 2026	ASSET MANAGEMENT ONE CO., LTD.	1.47%	6.32M	520.82M	23.84K	+0.38%
Mar 31, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.58%	6.76M	557.63M	-2.37M	-25.96%
Mar 31, 2026	MATHER GROUP, LLC.	2.04%	8.75M	721.33M	55.44K	+0.64%
Mar 31, 2026	JPMORGAN CHASE & CO	10.49%	44.95M	3.59B	356.25K	+0.80%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.12%	503.95K	41.54M	503.95K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.2%	864.99K	71.3M	860.04K	+17,392.19%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.21%	917.13K	75.6M	29.37K	+3.31%
Mar 31, 2026	GENTRUST, LLC	0.22%	945.1K	77.9M	61.24K	+6.93%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.51%	2.18M	179.63M	2.17M	+28,687.17%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.83%	3.56M	293.8M	241.48K	+7.27%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.83%	7.85M	647.04M	-1.73M	-18.06%
Mar 31, 2026	MORGAN STANLEY	4.06%	17.4M	1.43B	1.15M	+7.08%
Mar 31, 2026	CREATIVE PLANNING	0.34%	1.47M	121.2M	89.12K	+6.45%
Mar 31, 2026	ITAU UNIBANCO HOLDING S.A.	0.36%	1.52M	125.67M	561.54K	+58.31%
Mar 31, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.12%	511.28K	42.14M	-9.25K	-1.78%
Mar 31, 2026	STATE STREET CORP	0.12%	515.27K	42.47M	-246.34K	-32.34%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.13%	547.92K	45.17M	-452.16K	-45.21%
Mar 31, 2026	TRUSTEES OF DARTMOUTH COLLEGE	0.14%	590.19K	48.65M	590.19K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	804.56K	66.32M	31.72K	+4.10%
Mar 31, 2026	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.28%	1.19M	97.88M	-50.32K	-4.07%
Mar 31, 2026	LINCOLN NATIONAL CORP	0.31%	1.33M	109.96M	-3.15K	-0.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.33%	1.4M	115.22M	1.2M	+622.89%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.15%	627.17K	52.44M	-125.57K	-16.68%
Mar 31, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.19%	825.45K	68.04M	329.06K	+66.29%
Mar 31, 2026	LPL FINANCIAL LLC	0.23%	992.06K	81.78M	107.48K	+12.15%
Mar 31, 2026	PRESILIUM PRIVATE WEALTH, LLC	0.15%	638.59K	52.64M	36.96K	+6.14%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.15%	648.75K	53.48M	417.38K	+180.40%
Mar 31, 2026	CERITY PARTNERS LLC	0.16%	705.52K	58.16M	22.34K	+3.27%
Mar 31, 2026	SMITHFIELD TRUST CO	0.18%	776.11K	63.92M	1.21K	+0.16%
Mar 31, 2026	GARDE CAPITAL, INC.	0.23%	1.01M	83.01M	12.86K	+1.29%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.11%	471.85K	39.45M	-39.41K	-7.71%
Dec 31, 2025	COMERICA BANK	0.22%	907.72K	75.89M	-31.4K	-3.34%
Dec 31, 2025	ITAU UNIBANCO HOLDING S.A.	0.22%	963K	80.52M	112.43K	+13.22%
Dec 31, 2025	STAIRWAY PARTNERS, LLC	0.25%	1.03M	86.38M	-65.5K	-5.96%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.25%	1.09M	91.42M	-14.73K	-1.33%
Dec 31, 2025	CREATIVE PLANNING	0.31%	1.38M	115.48M	72.73K	+5.56%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.4%	1.69M	141.38M	66.47K	+4.09%
Dec 31, 2025	FACTORY MUTUAL INSURANCE CO	0.41%	1.73M	144.6M	316.9K	+22.44%
Dec 31, 2025	BLACKROCK, INC.	0.45%	2M	167.45M	299.78K	+17.60%
Dec 31, 2025	DEUTSCHE BANK AG\	0.45%	1.99M	166.66M	-7.23K	-0.36%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.46%	2.04M	170.37M	21.66K	+1.07%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.75%	3.32M	277.82M	287.13K	+9.46%
Dec 31, 2025	ROYAL BANK OF CANADA	0.25%	1.09M	90.92M	-505.55K	-31.74%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.17%	753.83K	63.03M	210.16K	+38.66%
Dec 31, 2025	CERITY PARTNERS LLC	0.16%	683.18K	57.12M	31.66K	+4.86%
Dec 31, 2025	EFFICIENT ADVISORS, LLC	0.14%	585.36K	48.94M	4.44K	+0.76%
Dec 31, 2025	COLONY GROUP, LLC	0.14%	622.43K	52.04M	329.97K	+112.82%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	0.14%	637.85K	53.33M	-10.07K	-1.55%
Dec 31, 2025	CHAN ZUCKERBERG INITIATIVE, LLC	0.15%	664.84K	55.59M	0	0
Dec 31, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.17%	737.38K	61.65M	38.66K	+5.53%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.17%	752.74K	62.94M	-435.34K	-36.64%
Dec 31, 2025	STATE STREET CORP	0.17%	761.61K	63.68M	-262.81K	-25.65%
Dec 31, 2025	SMITHFIELD TRUST CO	0.18%	774.9K	64.79M	-13.06K	-1.66%
Dec 31, 2025	LPL FINANCIAL LLC	0.2%	884.59K	73.96M	1.09K	+0.12%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	887.76K	74.23M	40.7K	+4.81%
Dec 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.11%	496.39K	41.5M	-250.19K	-33.51%
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.12%	488.54K	40.85M	-11.52K	-2.30%
Dec 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.12%	520.53K	43.52M	-3.34K	-0.64%
Dec 31, 2025	GARDE CAPITAL, INC.	0.23%	994.13K	83.12M	31.72K	+3.30%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	1M	83.62M	56.66K	+6.01%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.89%	3.74M	313.05M	-765.6K	-16.98%
Dec 31, 2025	UBS GROUP AG	0.79%	3.52M	294.3M	14.16K	+0.40%
Dec 31, 2025	ELM PARTNERS MANAGEMENT LLC	0.5%	2.2M	183.62M	305.45K	+16.16%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.48%	2.04M	170.41M	-77.01K	-3.64%
Dec 31, 2025	GALILEI INVESTMENT OFFICE LLP	0.08%	348.88K	28.75M	1.05K	+0.30%
Dec 31, 2025	CITIGROUP INC	0.08%	339.66K	28.4M	-293.65K	-46.37%
Dec 31, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.14%	601.63K	50.3M	15.36K	+2.62%
Dec 31, 2025	LINCOLN NATIONAL CORP	0.3%	1.34M	111.8M	35.85K	+2.76%
Dec 31, 2025	BESSEMER GROUP INC	0.15%	639.14K	53.44M	216.83K	+51.35%
Dec 31, 2025	HAVERFORD TRUST CO	0.13%	585.86K	48.98M	-31.67K	-5.13%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.1%	463.14K	38.72B	463.14K	+100.00%
Dec 31, 2025	ACCREDITED INVESTORS INC.	0.1%	438.08K	36.63M	9.18K	+2.14%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	462.95K	38.7M	365.89K	+376.95%
Dec 31, 2025	TANAGER WEALTH MANAGEMENT LLP	0.09%	378.3K	31.63M	-1.09K	-0.29%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	397.7K	33.25M	-35.08K	-8.11%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.48%	2.14M	178.64M	9.87K	+0.46%
Dec 31, 2025	GENTRUST, LLC	0.21%	883.86K	73.9M	67.42K	+8.26%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	772.83K	64.62M	31.53K	+4.25%
Dec 31, 2025	BANCO SANTANDER, S.A.	0.1%	448.48K	37.5M	38.67K	+9.43%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	375.3K	31.38M	-3.9K	-1.03%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.08%	370K	30.94M	124.2K	+50.53%
Dec 31, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.29%	1.24M	103.49M	-30.23K	-2.38%
Dec 31, 2025	VANGUARD GROUP INC	0.99%	4.38M	366.19M	349.65K	+8.68%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.13%	4.97M	415.73M	-67.78K	-1.34%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	1.49%	6.29M	526.66M	40.67K	+0.65%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.16%	9.58M	800.97M	-68.77K	-0.71%
Dec 31, 2025	MATHER GROUP, LLC.	1.96%	8.7M	727.02M	214.47K	+2.53%
Dec 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.07%	9.14M	763.89M	300.85K	+3.41%
Dec 31, 2025	MORGAN STANLEY	3.67%	16.25M	1.36B	-2.94M	-15.33%
Dec 31, 2025	JPMORGAN CHASE & CO	10.12%	44.59M	3.73B	4.68M	+11.72%
Sep 30, 2025	FACTORY MUTUAL INSURANCE CO	0.32%	1.41M	112.72M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	2.02M	160.87M	67.51K	+3.46%
Sep 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.43%	1.89M	150.88M	53.06K	+2.89%
Sep 30, 2025	BLACKROCK, INC.	0.39%	1.7M	135.9M	90	+0.01%
Sep 30, 2025	JANE STREET GROUP, LLC	0.34%	1.48M	118.09M	1.48M	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.3%	1.31M	104.41M	152.8K	+13.22%
Sep 30, 2025	LINCOLN NATIONAL CORP	0.3%	1.3M	103.84M	38.12K	+3.02%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	1.11M	88.42M	-39.24K	-3.42%
Sep 30, 2025	STAIRWAY PARTNERS, LLC	0.25%	1.1M	87.67M	-1.12K	-0.10%
Sep 30, 2025	STATE STREET CORP	0.23%	1.02M	81.75M	591.99K	+136.90%
Sep 30, 2025	GARDE CAPITAL, INC.	0.22%	962.41K	76.8M	28.35K	+3.03%
Sep 30, 2025	BANK OF NOVA SCOTIA	0.19%	851.5K	67.95M	-387.2K	-31.26%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.17%	741.3K	59.16M	-37.46K	-4.81%
Sep 30, 2025	HAVERFORD TRUST CO	0.14%	617.53K	49.28M	-27.12K	-4.21%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.48%	2.12M	168.79M	28.71K	+1.38%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.37%	1.62M	129.64M	36.47K	+2.30%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.27%	1.19M	94.81M	-663.16K	-35.82%
Sep 30, 2025	ROYAL BANK OF CANADA	0.36%	1.59M	127.12M	266.95K	+20.13%
Sep 30, 2025	DEUTSCHE BANK AG\	0.46%	2M	159.64M	-17.78K	-0.88%
Sep 30, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.29%	1.27M	101.18M	11.55K	+0.92%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	943.43K	75.29M	75.75K	+8.73%
Sep 30, 2025	COMERICA BANK	0.21%	939.12K	74.94M	26.44K	+2.90%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.19%	847.06K	67.59M	31.52K	+3.86%
Sep 30, 2025	GENTRUST, LLC	0.19%	816.44K	65.15M	-28.22K	-3.34%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.15%	647.92K	51.7M	-43.66K	-6.31%
Sep 30, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.13%	586.27K	46.78M	25.22K	+4.50%
Sep 30, 2025	EFFICIENT ADVISORS, LLC	0.13%	580.92K	46.36M	33.44K	+6.11%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	543.67K	43.38M	-673.31K	-55.33%
Sep 30, 2025	LPL FINANCIAL LLC	0.2%	883.5K	70.5M	61.64K	+7.50%
Sep 30, 2025	ITAU UNIBANCO HOLDING S.A.	0.19%	850.57K	67.88M	3.87K	+0.46%
Sep 30, 2025	SMITHFIELD TRUST CO	0.18%	787.96K	62.86M	-16.46K	-2.05%
Sep 30, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.16%	698.72K	55.76M	40.98K	+6.23%
Sep 30, 2025	CHAN ZUCKERBERG INITIATIVE, LLC	0.15%	664.84K	53.05M	0	0
Sep 30, 2025	CITIGROUP INC	0.14%	633.31K	50.54M	9.94K	+1.59%
Sep 30, 2025	RONALD BLUE TRUST, INC.	1.03%	4.51M	359.88M	-118.9K	-2.57%
Sep 30, 2025	UBS GROUP AG	0.8%	3.51M	279.76M	13.79K	+0.39%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.69%	3.04M	242.25M	-73.63K	-2.37%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.49%	2.13M	169.71M	35.87K	+1.72%
Sep 30, 2025	VANGUARD GROUP INC	0.92%	4.03M	321.6M	340.9K	+9.24%
Sep 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.12%	523.86K	41.81M	-3.14K	-0.60%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.12%	514.11K	41.03M	64.52K	+14.35%
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.11%	500.06K	39.9M	2.89K	+0.58%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	483.97K	38.62M	-13.15K	-2.65%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.1%	432.78K	34.54M	-187.57K	-30.24%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.1%	428.9K	34.23M	71.14K	+19.88%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.1%	424.62K	33.88M	87.09K	+25.80%
Sep 30, 2025	BESSEMER GROUP INC	0.1%	422.3K	33.7M	25.26K	+6.36%
Sep 30, 2025	ABICH FINANCIAL WEALTH MANAGEMENT LLC	0.1%	417K	33.28M	417K	+100.00%
Sep 30, 2025	BANCO SANTANDER, S.A.	0.09%	409.82K	32.7M	-59.83K	-12.74%
Sep 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.09%	379.39K	30.28M	10.61K	+2.88%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	379.2K	30.26M	49.6K	+15.05%
Sep 30, 2025	GALILEI INVESTMENT OFFICE LLP	0.08%	347.83K	27.35M	-1.7K	-0.49%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	330.34K	26.36M	7.75K	+2.40%
Sep 30, 2025	LIFE LINE WEALTH MANAGEMENT LLC	0.08%	328.74K	26.23M	-6.37K	-1.90%
Sep 30, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0.07%	304.73K	23.62M	14.07K	+4.84%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.06%	272.85K	21.77M	8.66K	+3.28%
Sep 30, 2025	COOPER/HAIMS ADVISORS, LLC	0.06%	272.82K	21.77M	-5.72K	-2.05%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.06%	270.2K	21.56M	94.58K	+53.86%
Sep 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.17%	746.59K	59.58M	223.85K	+42.82%
Sep 30, 2025	CERITY PARTNERS LLC	0.15%	651.51K	51.99M	-6.95K	-1.06%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.12%	511.26K	40.8M	-20.27K	-3.81%
Sep 30, 2025	JPMORGAN CHASE & CO	9.11%	39.92M	3.19B	1.24M	+3.22%
Sep 30, 2025	MORGAN STANLEY	4.38%	19.19M	1.53B	-207.75K	-1.07%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.2%	9.65M	769.96M	-1.31M	-11.93%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.02%	8.84M	705.07M	0	0
Sep 30, 2025	MATHER GROUP, LLC.	1.93%	8.48M	676.77M	148.56K	+1.78%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	1.43%	6.25M	499.05M	308.35K	+5.19%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.15%	5.04M	402.19M	-44.72K	-0.88%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.22%	620.35K	48.08M	-45.07K	-6.77%
Jun 30, 2025	ROYAL BANK OF CANADA	0.47%	1.33M	102.77M	705.65K	+113.75%
Jun 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.11%	299.52K	23.21M	143.95K	+92.53%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.11%	303.13K	23.49M	-61.73K	-16.92%
Jun 30, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.23%	657.75K	50.98M	213.34K	+48.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.23%	658.46K	51.03M	-454	-0.07%
Jun 30, 2025	CHURCHILL MANAGEMENT CORP	0.07%	192.39K	14.91M	-2.84K	-1.45%
Jun 30, 2025	BIGSUR WEALTH MANAGEMENT LLC	0.07%	193.61K	15M	6K	+3.20%
Jun 30, 2025	JOURNEY ADVISORY GROUP, LLC	0.07%	199.45K	15.46M	-2.54K	-1.26%
Jun 30, 2025	ANDERSON HOAGLAND & CO	0.07%	211.31K	16.38M	462	+0.22%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.08%	226.58K	17.56M	26.95K	+13.50%
Jun 30, 2025	CHAN ZUCKERBERG INITIATIVE, LLC	0.24%	664.84K	51.52M	0	0
Jun 30, 2025	ITAU UNIBANCO HOLDING S.A.	0.3%	846.69K	65.62M	6.08K	+0.72%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.56%	1.59M	123.07M	45.53K	+2.95%
Jun 30, 2025	BLACKROCK, INC.	0.6%	1.7M	131.97M	0	0
Jun 30, 2025	HAVERFORD TRUST CO	0.23%	644.65K	49.96M	-14.03K	-2.13%
Jun 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.65%	1.84M	142.42M	-100.27K	-5.17%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.74%	2.09M	160.38M	-104.76K	-4.78%
Jun 30, 2025	RONALD BLUE TRUST, INC.	1.64%	4.63M	358.72M	-428.15K	-8.47%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.8%	5.08M	394.07M	186K	+3.80%
Jun 30, 2025	MATHER GROUP, LLC.	2.95%	8.33M	645.75M	5.95M	+249.35%
Jun 30, 2025	MORGAN STANLEY	6.88%	19.4M	1.5T	1.37M	+7.61%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.25%	691.58K	53.6M	-122.89K	-15.09%
Jun 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.18%	497.17K	38.53M	5.42K	+1.10%
Jun 30, 2025	CITIGROUP INC	0.22%	623.38K	48.31M	45.22K	+7.82%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	778.76K	60.35M	-72.01K	-8.46%
Jun 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.08%	230.78K	17.89M	230.78K	+100.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.08%	239.46K	18.56M	225.61K	+1,628.97%
Jun 30, 2025	FPC INVESTMENT ADVISORY, INC.	0.09%	244.35K	18.9M	5.89K	+2.47%
Jun 30, 2025	SCOPUS ASSET MANAGEMENT, L.P.	0.09%	246.2K	19.08M	246.2K	+100.00%
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.09%	264.18K	20.47M	264.18K	+100.00%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.1%	269.92K	20.92M	52.6K	+24.20%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0.1%	273.08K	21.16M	1.85K	+0.68%
Jun 30, 2025	SMITHFIELD TRUST CO	0.29%	804.41K	62.34M	-35.09K	-4.18%
Jun 30, 2025	COOPER/HAIMS ADVISORS, LLC	0.1%	278.54K	21.59M	711	+0.26%
Jun 30, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.1%	281.87K	21.81M	-279.09K	-49.75%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.1%	286.19K	22.18M	228.56K	+396.60%
Jun 30, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0.1%	290.66K	22.53M	237	+0.08%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.12%	329.6K	25.54M	205K	+164.53%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.12%	337.53K	26.16M	112.21K	+49.80%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.13%	357.76K	27.73M	357.76K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	497.12K	38.53M	14.09K	+2.92%
Jun 30, 2025	LPL FINANCIAL LLC	0.29%	821.86K	63.69M	270.66K	+49.10%
Jun 30, 2025	GENTRUST, LLC	0.3%	844.66K	65.46M	-125.21K	-12.91%
Jun 30, 2025	COMERICA BANK	0.32%	912.68K	70.73M	-579	-0.06%
Jun 30, 2025	GARDE CAPITAL, INC.	0.33%	934.06K	72.39M	-67.39K	-6.73%
Jun 30, 2025	STAIRWAY PARTNERS, LLC	0.39%	1.1M	85.23M	-5.02K	-0.45%
Jun 30, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.45%	1.26M	97.37M	-2	0.00%
Jun 30, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.48%	1.35M	104.63M	-1.38M	-50.63%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	2.11%	5.95M	460.77M	-93.3K	-1.55%
Jun 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	3.13%	8.84M	684.75M	2.4M	+37.30%
Jun 30, 2025	GREENLINE PARTNERS, LLC	0.07%	190.01K	14.73M	2.48K	+1.32%
Jun 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.19%	522.74K	40.51M	137.39K	+35.65%
Jun 30, 2025	BANK OF NOVA SCOTIA	0.44%	1.24M	96M	370.3K	+42.64%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	303.88K	23.55M	3.98K	+1.33%
Jun 30, 2025		0.12%	335.11K	25.97M	-317.94K	-48.69%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	365.42K	28.32B	123.46K	+51.03%
Jun 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.13%	368.78K	28.58M	5.27K	+1.45%
Jun 30, 2025	BESSEMER GROUP INC	0.14%	397.04K	30.77M	89.55K	+29.12%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.15%	421.97K	32.7M	52.18K	+14.11%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.16%	449.59K	34.84M	218.64K	+94.67%
Jun 30, 2025	FACTORY MUTUAL INSURANCE CO	0.5%	1.41M	109.47M	0	0
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.61%	1.71M	132.37M	77.21K	+4.73%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.66%	1.85M	143.47B	741.46K	+66.81%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.29%	815.54K	63.2M	73.67K	+9.93%
Jun 30, 2025	JPMORGAN CHASE & CO	13.71%	38.67M	3B	3.17M	+8.92%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	3.88%	10.96M	849.06B	-217.25K	-1.94%
Jun 30, 2025	VANGUARD GROUP INC	1.31%	3.69M	285.91M	465.52K	+14.44%
Jun 30, 2025	UBS GROUP AG	1.24%	3.49M	270.63M	187.25K	+5.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.1%	3.11M	240.97M	939.93K	+43.33%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.74%	2.09M	162.04M	348.49K	+20.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0.72%	2.02M	156.41M	-109.31K	-5.14%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.69%	1.95M	151.01M	-116.12K	-5.62%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.43%	1.22M	94.32M	-219.95K	-15.31%
Jun 30, 2025	CREATIVE PLANNING	0.41%	1.16M	89.56M	45K	+4.05%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.41%	1.15M	89.42M	444.1K	+62.57%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	1.15M	88.89M	30.73K	+2.75%
Jun 30, 2025	BANCO SANTANDER, S.A.	0.17%	469.65K	36.4M	391.38K	+500.05%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.19%	527.01K	40.84M	-1.77K	-0.33%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	867.68K	67.24M	527.74K	+155.25%
Jun 30, 2025	LINCOLN NATIONAL CORP	0.45%	1.26M	97.89M	-33.89K	-2.61%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	0.19%	531.53K	41.19M	-14.04K	-2.57%
Jun 30, 2025	EFFICIENT ADVISORS, LLC	0.19%	547.48K	42.43M	-41.63K	-7.07%
Jun 30, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.2%	561.05K	43.48M	20.24K	+3.74%
Mar 31, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.19%	540.81K	37.97M	-31.74K	-5.54%
Mar 31, 2025	CITIGROUP INC	0.2%	578.16K	40.59M	65.01K	+12.67%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.73%	2.06M	144.95M	155K	+8.12%
Mar 31, 2025	JPMORGAN CHASE & CO	12.59%	35.51M	2.49B	8.77M	+32.79%
Mar 31, 2025	BALLENTINE PARTNERS, LLC	0.19%	545.56K	38.3M	-42.27K	-7.19%
Mar 31, 2025	LPL FINANCIAL LLC	0.2%	551.2K	38.7M	218.98K	+65.92%
Mar 31, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.2%	560.96K	39.55M	324.39K	+137.12%
Mar 31, 2025	EFFICIENT ADVISORS, LLC	0.21%	589.11K	41.36M	-36.73K	-5.87%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.24%	665.42K	47.23M	236.41K	+55.10%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.39%	1.11M	77.92M	319.61K	+40.45%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.77%	2.17M	152.31M	100.13K	+4.84%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.78%	2.19M	153.85M	1.38M	+171.59%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.25%	709.75K	49.83M	709.75K	+100.00%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.51%	1.44M	100.89M	1.44M	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.96%	11.17M	784.45M	762	+0.01%
Mar 31, 2025	CREATIVE PLANNING	0.39%	1.11M	77.98M	74.03K	+7.14%
Mar 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.55%	1.54M	108.3M	36.88K	+2.45%
Mar 31, 2025	ROYAL BANK OF CANADA	0.22%	620.37K	43.56M	27.59K	+4.65%
Mar 31, 2025		0.23%	653.05K	45.85M	653.05K	+100.00%
Mar 31, 2025	SMITHFIELD TRUST CO	0.3%	839.51K	58.9M	-5.57K	-0.66%
Mar 31, 2025	ITAU UNIBANCO HOLDING S.A.	0.3%	840.62K	59.02M	828.39K	+6,777.34%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.3%	850.77K	59.73M	-16.51K	-1.90%
Mar 31, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.45%	1.26M	88.21M	-120.59K	-8.76%
Mar 31, 2025	HAVERFORD TRUST CO	0.23%	658.68K	46.25M	-47.24K	-6.69%
Mar 31, 2025	CERITY PARTNERS LLC	0.23%	658.91K	46.26M	415.07K	+170.22%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.26%	741.87K	52.09M	52.57K	+7.63%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.29%	814.47K	57.81M	248.05K	+43.79%
Mar 31, 2025	BANK OF NOVA SCOTIA	0.31%	868.4K	60.97M	859.59K	+9,751.39%
Mar 31, 2025	COMERICA BANK	0.32%	913.26K	64.12M	763.85K	+511.22%
Mar 31, 2025	GENTRUST, LLC	0.34%	969.87K	68.09M	32.82K	+3.50%
Mar 31, 2025	STAIRWAY PARTNERS, LLC	0.39%	1.1M	77.57M	3.16K	+0.29%
Mar 31, 2025	DEUTSCHE BANK AG\	0.75%	2.13M	149.38M	113.34K	+5.63%
Mar 31, 2025	RONALD BLUE TRUST, INC.	1.79%	5.06M	355.04M	69.71K	+1.40%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	2.14%	6.04M	423.98M	88.83K	+1.49%
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	2.28%	6.44M	451.82M	2.69M	+71.95%
Mar 31, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.97%	2.73M	191.99M	2.73M	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	1.14%	3.22M	226.34M	439.57K	+15.79%
Mar 31, 2025	UBS GROUP AG	1.17%	3.3M	232.03M	1.15M	+53.64%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.74%	4.9M	343.94M	2.04M	+71.59%
Mar 31, 2025	MORGAN STANLEY	6.39%	18.03M	1.27B	3.7M	+25.80%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.62%	1.74M	122.33M	506.22K	+40.95%
Mar 31, 2025	ELM PARTNERS MANAGEMENT LLC	0.69%	1.94M	136.06M	396.69K	+25.74%
Mar 31, 2025	GARDE CAPITAL, INC.	0.35%	1M	70.31M	-48K	-4.57%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.4%	1.12M	78.38M	-497.35K	-30.82%
Mar 31, 2025	LINCOLN NATIONAL CORP	0.46%	1.3M	91.06M	-50.9K	-3.78%
Mar 31, 2025	FACTORY MUTUAL INSURANCE CO	0.5%	1.41M	99.17M	1.41M	+100.00%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.58%	1.63M	114.5M	429.3K	+35.73%
Mar 31, 2025	BLACKROCK, INC.	0.6%	1.7M	119.56M	-82	0.00%
Mar 31, 2025	MATHER GROUP, LLC.	0.85%	2.39M	167.46M	-1.24M	-34.21%
Mar 31, 2025	STATE STREET CORP	0.86%	2.43M	170.54M	2.35M	+2,993.01%
Mar 31, 2024	JPMORGAN CHASE & CO	10.68%	30.12M	2.03B	-55.34K	-0.18%
Mar 31, 2024	LPL FINANCIAL LLC	0.18%	519.38K	34.97M	153.91K	+42.11%
Mar 31, 2024	EFFICIENT ADVISORS, LLC	0.2%	562.45K	37.88M	12.41K	+2.26%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.21%	587K	39.53M	-7.02K	-1.18%
Mar 31, 2024	UBS GROUP AG	0.66%	1.85M	124.56M	-206.03K	-10.02%
Mar 31, 2024	DEUTSCHE BANK AG\	0.72%	2.02M	136.01M	-114.26K	-5.35%
Mar 31, 2024	INVICTUS PRIVATE WEALTH, LLC	0.15%	433.53K	29.19M	-18.47K	-4.09%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	455.74K	30.69M	-54.4K	-10.66%
Mar 31, 2024	PRESILIUM PRIVATE WEALTH, LLC	0.17%	488.63K	32.9M	27.86K	+6.05%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.17%	489.6K	32.97M	-40.3K	-7.61%
Mar 31, 2024	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	0.17%	489.64K	32.97M	1.86K	+0.38%
Mar 31, 2024	BALLENTINE PARTNERS, LLC	0.21%	592.17K	39.88M	-12.44K	-2.06%
Mar 31, 2024	ROYAL BANK OF CANADA	0.21%	595.17K	40.08M	-464.02K	-43.81%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.24%	683.56K	46.03M	15.92K	+2.38%
Mar 31, 2024	HAVERFORD TRUST CO	0.28%	784.64K	52.84M	47.15K	+6.39%
Mar 31, 2024	FACTORY MUTUAL INSURANCE CO	0.28%	789.01K	53.13M	0	0
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.3%	837.24K	56.38M	33.51K	+4.17%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	838.39K	56.46M	-40.09K	-4.56%
Mar 31, 2024	SMITHFIELD TRUST CO	0.3%	858.88K	57.78M	-26.96K	-3.04%
Mar 31, 2024	STAIRWAY PARTNERS, LLC	0.31%	862.05K	58.05M	153.86K	+21.73%
Mar 31, 2024	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.31%	874.21K	58.46M	38.37K	+4.59%
Mar 31, 2024	ITAU UNIBANCO HOLDING S.A.	0.33%	922.37K	62.11M	149.49K	+19.34%
Mar 31, 2024	CREATIVE PLANNING	0.33%	944.2K	63.58M	53.13K	+5.96%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.35%	991.71K	66.78M	353.5K	+55.39%
Mar 31, 2024	GENTRUST, LLC	0.37%	1.04M	70.17M	-33.74K	-3.14%
Mar 31, 2024	RICHARD BERNSTEIN ADVISORS LLC	0.37%	1.05M	70.79M	-42.83K	-3.91%
Mar 31, 2024	GARDE CAPITAL, INC.	0.38%	1.08M	72.47M	128.61K	+13.57%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.44%	1.23M	83.03M	-102.04K	-7.64%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.44%	1.25M	84.29M	5.95K	+0.48%
Mar 31, 2024	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.45%	1.27M	85.62M	10.3K	+0.82%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.46%	1.3M	87.77M	246.55K	+23.33%
Mar 31, 2024	WILLIS JOHNSON & ASSOCIATES, INC.	0.48%	1.35M	91.22M	111.36K	+8.96%
Mar 31, 2024	BLACKROCK INC.	0.6%	1.7M	114.59M	19.57K	+1.16%
Mar 31, 2024	ELM PARTNERS MANAGEMENT LLC	0.61%	1.71M	115.43M	105.89K	+6.58%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.62%	1.76M	118.39M	3.55K	+0.20%
Mar 31, 2024	JANE STREET GROUP, LLC	0.65%	1.85M	124.36M	-2.18M	-54.19%
Mar 31, 2024	VANGUARD GROUP INC	0.72%	2.04M	137.05M	-14.26K	-0.70%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.79%	2.24M	151.1M	-1.01M	-31.00%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.02%	2.89M	194.62M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.06%	3M	201.74M	-125.41K	-4.02%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.18%	3.33M	224.28M	-129.12K	-3.73%
Mar 31, 2024	CHAN ZUCKERBERG INITIATIVE, LLC	1.25%	3.53M	237.42M	-1K	-0.03%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	2.12%	5.97M	402.19M	50.15K	+0.85%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	434.93K	29.29M	434.93K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.06%	3M	201.79M	2.28M	+319.92%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.1%	280.93K	18.92M	24.28K	+9.46%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.1%	290.5K	19.56M	170.37K	+141.82%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.1%	294.38K	19.82M	4.61K	+1.59%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.11%	298.6K	20.11M	-2.5K	-0.83%
Mar 31, 2024	GREYTOWN ADVISORS INC.	0.11%	304.69K	20.52M	-26.1K	-7.89%
Mar 31, 2024	TANAGER WEALTH MANAGEMENT LLP	0.11%	321.84K	21.67M	31.61K	+10.89%
Mar 31, 2024	AGF MANAGEMENT LTD	0.12%	329.96K	22.22M	2.9K	+0.89%
Mar 31, 2024	EXECUTIVE WEALTH GROUP LLC	0.13%	373.5K	24.43M	249.01K	+200.03%
Mar 31, 2024	ANGELES WEALTH MANAGEMENT, LLC	0.13%	377.37K	25.41M	47.73K	+14.48%
Mar 31, 2024	CITIGROUP INC	0.14%	402.58K	27.11M	165.47K	+69.79%
Mar 31, 2024	RONALD BLUE TRUST, INC.	1.9%	5.36M	360.8M	259.25K	+5.08%
Mar 31, 2024	MATHER GROUP, LLC.	2.71%	7.64M	492.82M	-26.51K	-0.35%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.75%	7.76M	522.25M	2.41M	+44.99%
Mar 31, 2024	MORGAN STANLEY	4.5%	12.69M	854.66M	-94.64K	-0.74%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	4.72%	13.3M	895.69M	40.98K	+0.31%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	4.7%	13.26M	855.01M	2.38M	+21.87%
Dec 31, 2023	MORGAN STANLEY	4.53%	12.79M	824.46M	-449.94K	-3.40%
Dec 31, 2023	MATHER GROUP, LLC.	2.72%	7.67M	494.53M	449.64K	+6.23%
Dec 31, 2023	CERITY PARTNERS LLC	2.39%	6.74M	8.95M	6.53M	+2,974.20%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	2.1%	5.92M	381.87M	6.72K	+0.11%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.9%	5.35M	344.9M	-130.37K	-2.38%
Dec 31, 2023	RONALD BLUE TRUST, INC.	1.81%	5.1M	295.36M	374.7K	+7.93%
Dec 31, 2023	JANE STREET GROUP, LLC	1.43%	4.03M	259.94M	-7.38M	-64.66%
Dec 31, 2023		1.25%	3.53M	227.41M	780.1K	+28.40%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.23%	3.46M	223.08M	-116.26K	-3.25%
Dec 31, 2023	JPMORGAN CHASE & CO	10.7%	30.17M	1.95B	-3.77M	-11.11%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.15%	3.25M	209.36M	-200.04K	-5.80%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.11%	3.12M	201.26M	-106.79K	-3.31%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.02%	2.89M	186.35M	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0.76%	2.13M	137.6M	-69.97K	-3.17%
Dec 31, 2023	UBS GROUP AG	0.73%	2.06M	132.56M	-197.57K	-8.77%
Dec 31, 2023	VANGUARD GROUP INC	0.73%	2.05M	132.15M	-35.79K	-1.72%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.62%	1.76M	113.16M	-171.33K	-8.89%
Dec 31, 2023	BLACKROCK INC.	0.6%	1.68M	108.46M	0	0
Dec 31, 2023	ELM PARTNERS MANAGEMENT LLC	0.57%	1.61M	103.7M	64.8K	+4.20%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.47%	1.34M	86.09M	-40.16K	-2.92%
Dec 31, 2023	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.45%	1.26M	81.32M	175	+0.01%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.44%	1.25M	80.33M	33.65K	+2.78%
Dec 31, 2023	WILLIS JOHNSON & ASSOCIATES, INC.	0.44%	1.24M	80.17M	46.95K	+3.92%
Dec 31, 2023	ANGELES INVESTMENT ADVISORS, LLC	0.44%	1.23M	79.5M	1.23M	+100.00%
Dec 31, 2023	RICHARD BERNSTEIN ADVISORS LLC	0.39%	1.09M	70.55M	-100.08K	-8.38%
Dec 31, 2023	GENTRUST, LLC	0.38%	1.08M	69.37M	-29.34K	-2.66%
Dec 31, 2023	ROYAL BANK OF CANADA	0.38%	1.06M	68.3M	-250.57K	-19.13%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.37%	1.06M	68.14M	73.23K	+7.45%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.36%	1M	64.78M	584.15K	+138.93%
Dec 31, 2023	GARDE CAPITAL, INC.	0.34%	947.61K	61.1M	-18.97K	-1.96%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.34%	945.97K	61M	-561.47K	-37.25%
Dec 31, 2023	CREATIVE PLANNING	0.32%	891.06K	57.46M	27.03K	+3.13%
Dec 31, 2023	SMITHFIELD TRUST CO	0.31%	885.83K	57.07M	3.1K	+0.35%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.31%	878.48K	56.64M	-30.45K	-3.35%
Dec 31, 2023	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.3%	835.84K	53.9M	-17.53K	-2.05%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.28%	803.74K	51.82M	596.87K	+288.52%
Dec 31, 2023	FACTORY MUTUAL INSURANCE CO	0.28%	789.01K	50.88M	-1.56M	-66.41%
Dec 31, 2023	ITAU UNIBANCO HOLDING S.A.	0.27%	772.88K	49.84M	-24.57K	-3.08%
Dec 31, 2023	HAVERFORD TRUST CO	0.26%	737.49K	47.55M	-61.36K	-7.68%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.25%	713.59K	46.01M	6.81K	+0.96%
Dec 31, 2023	STAIRWAY PARTNERS, LLC	0.25%	708.19K	45.66M	8.07K	+1.15%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.24%	667.64K	43.05M	5K	+0.75%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.23%	638.21K	41.15M	-431.69K	-40.35%
Dec 31, 2023	CITADEL ADVISORS LLC	0.22%	620.87K	40.03M	-217.15K	-25.91%
Dec 31, 2023	BALLENTINE PARTNERS, LLC	0.21%	604.61K	38.98M	-59.03K	-8.90%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.21%	594.03K	38.3M	-16.16K	-2.65%
Dec 31, 2023	EFFICIENT ADVISORS, LLC	0.2%	550.04K	35.47M	-53.9K	-8.92%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.19%	529.9K	34.17M	86.23K	+19.44%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	510.14K	32.9M	2.91K	+0.57%

Frequently Asked Questions