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

Who are the major shareholders selling Vert Global Sustainable Real Estate ETF stock?

PFG INVESTMENTS, LLC, in the last quarter, reduced its stake in VGSR by -1.79% restricting it's holding to 902.75 thousand shares of worth nearly $10.28M. BUCKINGHAM STRATEGIC PARTNERS also lessened -9.75% of the VGSR shares from its portfolio, reducing its holding to 317.42 thousand shares of worth $3.61M. PERIGON WEALTH MANAGEMENT, LLC also shunned VGSR shares holding by -0.24% last quarter which brought its holding to 216.36 thousand shares worth $2.46M.

Investors who are buying VGSR stock?

As per its latest 13F filing, MERITAS WEALTH MANAGEMENT, LLC increased its stake in VGSR by 15.89% in the last quarter. The institutional holder raised its holding to 260.97 thousand shares having worth more than $2.97M. BEACON POINTE ADVISORS, LLC also added 0.25% more shares of VGSR to its portfolio, raising its holding to 249.16 thousand shares of worth $2.84M. DYNAMIC ADVISOR SOLUTIONS LLC also increased its VGSR shares holding by 6.2% which brought its holding to 102 thousand shares worth $1.16M.

VGSR's major insiders: who are they?

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

Did an insider recently sell VGSR stock?

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

Which insider recently purchased VGSR stock?

There have been 0 transaction(s) during the past 6-months in which Vert Global Sustainable Real Estate ETF insiders have bought stock, totalling 0 shares

How much of VGSR does insiders own?

Around 0 Vert Global Sustainable Real Estate ETF shares are held by insiders, which represents about N/A of VGSR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VGSR?

PFG INVESTMENTS, LLC is the largest institutional owner in VGSR which holds 902.75 thousand shares worth $10.28M or 2.01% of the total VGSR shares outstanding followed by BUCKINGHAM STRATEGIC PARTNERS with ownership of 317.42 thousand shares representing 0.71% of the VGSR ownership. MERITAS WEALTH MANAGEMENT, LLC is the third largest stakeholder with 260.97 thousand shares or 0.58% of the ownership worth more than $2.97M.

Is Vert Global Sustainable Real Estate 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 VGSR is concerned, it is a stock which is not optionable.

Is there a short position on VGSR's shares?

Number of VGSR 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 VGSR shares are there?

As of today, null shares of VGSR are outstanding.

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

VGSR 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 VGSR is null.

Vert Global Sustainable Real Estate ETF (VGSR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. PFG INVESTMENTS, LLC is the top corporate investor, holding 902.75K shares valued at $10.28M. A 2.01% stake in Vert Global Sustainable Real Estate ETF is owned by the company. BUCKINGHAM STRATEGIC PARTNERS owns 317.42K shares valued at $3.61M, which translates its holding of 0.71% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	PFG INVESTMENTS, LLC	2.01%	902.75K	10.28M	-16.49K	-1.79%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.71%	317.42K	3.61M	-34.29K	-9.75%
Jun 30, 2026	MERITAS WEALTH MANAGEMENT, LLC	0.58%	260.97K	2.97M	35.78K	+15.89%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.55%	249.16K	2.84M	614	+0.25%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.48%	216.36K	2.46M	-519	-0.24%
Jun 30, 2026	KOSS-OLINGER CONSULTING, LLC	0.43%	191.76K	2.18M	-67.87K	-26.14%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.23%	102K	1.16M	5.96K	+6.20%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	0.18%	81.64K	929.41K	-6.45K	-7.32%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.13%	56.91K	647.89K	42.55K	+296.29%
Jun 30, 2026	BOSTON COMMON ASSET MANAGEMENT, LLC	0.1%	47K	535.04K	0	0
Jun 30, 2026	ARIADNE WEALTH MANAGEMENT, LP	0.1%	45.22K	514.86K	-1.06K	-2.28%
Jun 30, 2026	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.1%	45.15K	514.05K	4.12K	+10.04%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.08%	37.07K	422.08K	3.17K	+9.34%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.08%	36.9K	420.11K	-1.09K	-2.87%
Jun 30, 2026	APELLA CAPITAL, LLC	0.08%	35.45K	406.92K	0	0
Jun 30, 2026	SAVANT CAPITAL, LLC	2.5%	1.12M	12.26M	616.33K	+121.53%
Jun 30, 2026	FORUM FINANCIAL MANAGEMENT, LP	3.01%	1.36M	15.43M	30.35K	+2.29%
Jun 30, 2026	FMR LLC	4.45%	2M	22.78M	492.78K	+32.67%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.72%	322.16K	3.67M	-11.43K	-3.43%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.74%	333.76K	3.8M	2.69K	+0.81%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.82%	368.07K	4.19M	3.41K	+0.93%
Jun 30, 2026	SAND HILL GLOBAL ADVISORS, LLC	0.9%	404.5K	4.61M	7.9K	+1.99%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	1.1%	496.29K	5.65M	-135.61K	-21.46%
Jun 30, 2026	MASECO LLP	1.17%	527.02K	6M	25.96K	+5.18%
Jun 30, 2026	COLORADO CAPITAL MANAGEMENT, INC.	1.34%	601.13K	6.84M	10.25K	+1.73%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	1.39%	624.75K	7.11M	78.65K	+14.40%
Jun 30, 2026	SOA WEALTH ADVISORS, LLC.	1.39%	625.96K	7.13M	85.9K	+15.91%
Jun 30, 2026	NATURAL INVESTMENTS, LLC	1.96%	880.98K	10.03M	68.74K	+8.46%
Jun 30, 2026	COLONY GROUP, LLC	7.37%	3.31M	37.74M	-222.56K	-6.29%
Jun 30, 2026	AEGIS WEALTH MANAGEMENT LLC	0.08%	37.77K	429.97K	0	0
Jun 30, 2026	D.A. DAVIDSON & CO.	0.09%	41.12K	468.12K	-1.93K	-4.48%
Jun 30, 2026	NWAM LLC	0.09%	41.5K	472.52K	1K	+2.47%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.1%	43.78K	498.43K	-9.42K	-17.71%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.11%	48K	546.44K	47.66K	+14,356.63%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.14%	63.5K	722.94K	-1.81K	-2.77%
Jun 30, 2026	PINE HAVEN INVESTMENT COUNSEL, INC	0.18%	81.49K	927.73K	1.7K	+2.13%
Jun 30, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.18%	82.72K	941.78K	889	+1.09%
Jun 30, 2026	MASON & ASSOCIATES INC	0.19%	84.06K	956.99K	-7.94K	-8.63%
Jun 30, 2026	LEVEL FINANCIAL ADVISORS, INC.	0.23%	102.9K	1.17M	-723	-0.70%
Jun 30, 2026	SILVER OAK ADVISORY GROUP, INC.	0.23%	104.77K	1.19M	8.62K	+8.97%
Jun 30, 2026	BETTERMENT LLC	0.26%	118.7K	1.35M	4.83K	+4.24%
Jun 30, 2026	US BANCORP \DE\	0.27%	121.08K	1.38M	2.01K	+1.69%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.29%	132.46K	1.51M	262	+0.20%
Jun 30, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.51%	231.47K	2.64M	1.39K	+0.60%
Jun 30, 2026	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.57%	257.55K	2.93M	14.7K	+6.05%
Jun 30, 2026	BALANCED ROCK INVESTMENT ADVISOR	0.58%	258.93K	2.95M	2.84K	+1.11%
Jun 30, 2026	BRIGHTON JONES LLC	8.6%	3.87M	44.03M	193.65K	+5.27%
Jun 30, 2026	ABACUS WEALTH PARTNERS, LLC	24.61%	11.06M	125.98M	-1.59M	-12.60%
Jun 30, 2026	FIRST PACIFIC FINANCIAL	3.38%	1.52M	17.32M	6.97K	+0.46%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	3.37%	1.52M	17.26M	1.52M	+100.00%
Mar 31, 2026	MASON & ASSOCIATES INC	0.2%	91.99K	934.64K	-311	-0.34%
Mar 31, 2026	CLOUD CAPITAL MANAGEMENT, LLC	0.04%	18.19K	186K	18.19K	+100.00%
Mar 31, 2026	FIDELIS CAPITAL PARTNERS, LLC	0.04%	18.89K	195.08K	18.89K	+100.00%
Mar 31, 2026	BETTERWEALTH, LLC	0.04%	18.92K	195.39K	-144	-0.76%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.05%	19.47K	201.09K	43	+0.22%
Mar 31, 2026		0.05%	22.61K	233.55K	-3.14K	-12.18%
Mar 31, 2026	TRILLIUM ASSET MANAGEMENT, LLC	0.06%	23.57K	243K	0	0
Mar 31, 2026	MB GENERATIONAL WEALTH, LLC	0.06%	24.84K	256.64K	594	+2.45%
Mar 31, 2026	LPL FINANCIAL LLC	0.06%	27.69K	286.07K	9.94K	+55.97%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.08%	33.91K	352.61K	1.41K	+4.34%
Mar 31, 2026	APELLA CAPITAL, LLC	0.08%	35.45K	400.54K	883	+2.55%
Mar 31, 2026	AEGIS WEALTH MANAGEMENT LLC	0.08%	37.77K	390.12K	655	+1.77%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.08%	37.99K	392.43K	-2.6K	-6.39%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	96.04K	992.12K	7.84K	+8.88%
Mar 31, 2026	SILVER OAK ADVISORY GROUP, INC.	0.21%	96.14K	993K	-580	-0.60%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.55%	248.54K	2.57M	2.8K	+1.14%
Mar 31, 2026	NATURAL INVESTMENTS, LLC	1.81%	812.24K	8.39M	96.46K	+13.48%
Mar 31, 2026	BRIGHTON JONES LLC	8.17%	3.67M	37.95M	95.64K	+2.67%
Mar 31, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.51%	230.09K	2.38M	2.57K	+1.13%
Mar 31, 2026	POWERHOUSE ASSETS LLC	0.06%	27.61K	285.19K	2.03K	+7.95%
Mar 31, 2026	ARIADNE WEALTH MANAGEMENT, LP	0.1%	46.28K	478.04K	260	+0.57%
Mar 31, 2026	JANE STREET GROUP, LLC	0.24%	107.89K	1.11M	92.14K	+584.85%
Mar 31, 2026	BETTERMENT LLC	0.25%	113.87K	1.18M	141	+0.12%
Mar 31, 2026	US BANCORP \DE\	0.26%	119.07K	1.23M	2.81K	+2.42%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.29%	132.2K	1.37M	-46.42K	-25.99%
Mar 31, 2026	NORTHERN TRUST CORP	0.35%	155.61K	1.61M	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.12%	53.2K	267K	28.26K	+113.28%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.15%	65.31K	674.65K	2.23K	+3.53%
Mar 31, 2026	PINE HAVEN INVESTMENT COUNSEL, INC	0.18%	79.79K	824.2K	9.43K	+13.40%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	0.2%	88.08K	909.87K	3.66K	+4.34%
Mar 31, 2026	LEVEL FINANCIAL ADVISORS, INC.	0.23%	103.62K	1.07M	-1.83K	-1.74%
Mar 31, 2026	MERITAS WEALTH MANAGEMENT, LLC	0.5%	225.2K	2.33M	21.12K	+10.35%
Mar 31, 2026	KOSS-OLINGER CONSULTING, LLC	0.58%	259.63K	2.68M	3.81K	+1.49%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.74%	331.08K	3.42M	-2.56K	-0.77%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.74%	333.59K	3.45M	-14.27K	-4.10%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.78%	351.71K	3.63M	235.89K	+203.67%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.81%	364.66K	3.77M	364.66K	+100.00%
Mar 31, 2026	SAND HILL GLOBAL ADVISORS, LLC	0.88%	396.61K	4.1M	-1.36K	-0.34%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	1.21%	546.1K	5.64M	12.63K	+2.37%
Mar 31, 2026	FORUM FINANCIAL MANAGEMENT, LP	2.95%	1.32M	13.69M	14.59K	+1.11%
Mar 31, 2026	FMR LLC	3.35%	1.51M	15.58M	143.6K	+10.52%
Mar 31, 2026	FIRST PACIFIC FINANCIAL	3.37%	1.51M	15.65M	28.31K	+1.91%
Mar 31, 2026	COLONY GROUP, LLC	7.87%	3.54M	37.18M	-122.61K	-3.35%
Mar 31, 2026	COLORADO CAPITAL MANAGEMENT, INC.	1.31%	590.88K	6.1M	31.67K	+5.66%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	1.41%	631.91K	6.53M	-6.31K	-0.99%
Mar 31, 2026	ABACUS WEALTH PARTNERS, LLC	28.15%	12.66M	130.75M	246.03K	+1.98%
Mar 31, 2026	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.09%	41.03K	423.86K	1.6K	+4.05%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.48%	216.88K	2.24M	4.23K	+1.99%
Mar 31, 2026	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.54%	242.85K	2.51M	28.1K	+13.08%
Mar 31, 2026	BALANCED ROCK INVESTMENT ADVISOR	0.57%	256.09K	2.65M	1.12K	+0.44%
Mar 31, 2026	SOA WEALTH ADVISORS, LLC.	1.2%	540.07K	5.58M	16.75K	+3.20%
Mar 31, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.19%	81.83K	845.33K	-384	-0.47%
Mar 31, 2026	NWAM LLC	0.09%	40.5K	418.4K	3.67K	+9.96%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.1%	43.04K	444.65K	-216	-0.50%
Mar 31, 2026	BOSTON COMMON ASSET MANAGEMENT, LLC	0.1%	47K	485.46K	47K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	2.04%	919.24K	9.5M	7.8K	+0.86%
Mar 31, 2026	SAVANT CAPITAL, LLC	1.13%	507.14K	5.24M	54.06K	+11.93%
Mar 31, 2026	MASECO LLP	1.11%	501.06K	5.19M	118.88K	+31.11%
Mar 31, 2026	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.07%	480.03K	4.96M	8.08K	+1.71%
Mar 31, 2026	FIRST AFFIRMATIVE FINANCIAL NETWORK	0.04%	15.9K	164.29K	15.9K	+100.00%
Mar 31, 2026	JDH WEALTH MANAGEMENT, LLC	0.04%	16.43K	169.74K	0	0
Mar 31, 2026	MORRIS FINANCIAL CONCEPTS, INC.	0.04%	17.04K	176.04K	331	+1.98%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	53.03K	551.59K	-52.16K	-49.58%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	40.58K	422.07K	-4.04K	-9.05%
Dec 31, 2025	ABACUS WEALTH PARTNERS, LLC	28.03%	12.41M	129.1M	171.54K	+1.40%
Dec 31, 2025	COLONY GROUP, LLC	8.53%	3.66M	38.06M	2.25M	+160.43%
Dec 31, 2025	BRIGHTON JONES LLC	8.41%	3.58M	37.22M	132.5K	+3.85%
Dec 31, 2025	FIRST PACIFIC FINANCIAL	3.49%	1.49M	15.46M	59.13K	+4.14%
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	3.08%	1.31M	13.63M	56.07K	+4.47%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.78%	333.64K	3.47M	70.24K	+26.67%
Dec 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.11%	46.02K	510.72K	242	+0.53%
Dec 31, 2025	BETTERWEALTH, LLC	0.04%	19.06K	198.21K	946	+5.22%
Dec 31, 2025	LPL FINANCIAL LLC	0.04%	17.76K	184.66K	-9.4K	-34.61%
Dec 31, 2025	MORRIS FINANCIAL CONCEPTS, INC.	0.04%	16.71K	173.79K	27	+0.16%
Dec 31, 2025	JDH WEALTH MANAGEMENT, LLC	0.04%	16.43K	170.89K	0	0
Dec 31, 2025	AEGIS WEALTH MANAGEMENT LLC	0.09%	37.11K	385.96K	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.37%	155.61K	1.62M	93.36K	+149.98%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.08%	32.49K	337.94K	2.38K	+7.92%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.58%	245.74K	2.56M	165.71K	+207.05%
Dec 31, 2025	POWERHOUSE ASSETS LLC	0.06%	25.58K	265.99M	25.58K	+100.00%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.06%	24.94K	259.42K	1.64K	+7.04%
Dec 31, 2025	TRILLIUM ASSET MANAGEMENT, LLC	0.05%	23.57K	245K	0	0
Dec 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.53%	227.52K	2.37M	3.34K	+1.49%
Dec 31, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.5%	214.75K	2.23M	9.63K	+4.69%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.5%	212.66K	2.21M	20.16K	+10.47%
Dec 31, 2025	MERITAS WEALTH MANAGEMENT, LLC	0.48%	204.08K	2.12M	3.93K	+1.96%
Dec 31, 2025	US BANCORP \DE\	0.27%	116.26K	1.21M	48.85K	+72.47%
Dec 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.09%	39.43K	410.1K	3.94K	+11.10%
Dec 31, 2025	MB GENERATIONAL WEALTH, LLC	0.05%	24.25K	252.2K	679	+2.88%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.42%	178.62K	1.86M	-3.92K	-2.15%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	1.24%	533.47K	5.55M	390.39K	+272.83%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.15%	63.08K	656.06K	-5.12K	-7.51%
Dec 31, 2025	COLORADO CAPITAL MANAGEMENT, INC.	1.31%	559.21K	5.82M	538	+0.10%
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	1.44%	638.21K	6.64M	-13.18K	-2.02%
Dec 31, 2025	NATURAL INVESTMENTS, LLC	1.68%	715.78K	7.44M	715.78K	+100.00%
Dec 31, 2025	PFG INVESTMENTS, LLC	2.14%	911.44K	9.48M	156.16K	+20.68%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.79%	347.86K	3.62M	-55.79K	-13.82%
Dec 31, 2025	LONGVIEW ASSET MANAGEMENT LLC	0.81%	347.87K	3.62M	-5.35K	-1.51%
Dec 31, 2025	MASECO LLP	0.9%	382.18K	3.97M	72.69K	+23.49%
Dec 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.93%	397.97K	4.14M	23.18K	+6.18%
Dec 31, 2025	SAVANT CAPITAL, LLC	1.06%	453.08K	4.71M	185.71K	+69.45%
Dec 31, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.1%	471.94K	4.91M	27.15K	+6.10%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.08%	35.41K	368.26K	0	0
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.27%	115.82K	1.2M	-280.08K	-70.75%
Dec 31, 2025	APELLA CAPITAL, LLC	0.08%	34.56K	359.46K	3.83K	+12.45%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	1.23%	523.32K	5.44M	13.55K	+2.66%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.6%	255.81K	2.66M	-25.83K	-9.17%
Dec 31, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.59%	254.97K	2.65M	14.48K	+6.02%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.1%	43.26K	449.9K	1.16K	+2.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	37.49K	389.9K	-11.2K	-23.00%
Dec 31, 2025	NWAM LLC	0.09%	36.84K	383.08K	-3.62K	-8.95%
Dec 31, 2025	BETTERMENT LLC	0.27%	113.73K	1.18M	4.8K	+4.41%
Dec 31, 2025	SILVER OAK ADVISORY GROUP, INC.	0.23%	96.72K	1.01M	11.89K	+14.02%
Dec 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.25%	105.45K	1.1M	7.29K	+7.43%
Dec 31, 2025	MASON & ASSOCIATES INC	0.21%	92.3K	959.95K	92.3K	+100.00%
Dec 31, 2025	GTS SECURITIES LLC	0.21%	88.15K	916.71K	19.08K	+27.63%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	88.21K	917.34K	41.85K	+90.28%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	0.2%	84.42K	877.97K	-2.12K	-2.44%
Dec 31, 2025	PINE HAVEN INVESTMENT COUNSEL, INC	0.17%	70.36K	731.71K	2.25K	+3.31%
Dec 31, 2025	FMR LLC	3.21%	1.36M	14.19M	37.89K	+2.86%
Sep 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.11%	45.78K	475.78K	235	+0.52%
Sep 30, 2025	APELLA CAPITAL, LLC	0.07%	30.74K	325.66K	5.75K	+23.00%
Sep 30, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.04%	444.79K	4.74M	-3.38K	-0.75%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.08%	35.41K	377.12K	0	0
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.66%	281.64K	2.95M	0	0
Sep 30, 2025	HEMINGTON WEALTH MANAGEMENT	0.31%	133.43K	1.42M	2.49K	+1.90%
Sep 30, 2025	US BANCORP \DE\	0.16%	67.41K	717.9K	66.93K	+14,091.16%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	46.36K	493.68K	26.11K	+129.02%
Sep 30, 2025	SILVER OAK ADVISORY GROUP, INC.	0.2%	84.83K	903K	7.32K	+9.44%
Sep 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.87%	374.79K	3.99M	374.79K	+100.00%
Sep 30, 2025	MERITAS WEALTH MANAGEMENT, LLC	0.47%	200.15K	2.13M	1.79K	+0.90%
Sep 30, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.56%	240.49K	2.56M	9.46K	+4.10%
Sep 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.52%	224.19K	2.39M	-14.46K	-6.06%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.94%	403.65K	4.3M	-55.49K	-12.09%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.92%	395.9K	4.2M	135.02K	+51.76%
Sep 30, 2025	LONGVIEW ASSET MANAGEMENT LLC	0.82%	353.23K	3.76M	45.88K	+14.93%
Sep 30, 2025	MASECO LLP	0.72%	309.48K	3.3M	309.48K	+100.00%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.62%	267.38K	2.85M	58.39K	+27.94%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.61%	263.4K	2.81M	20.24K	+8.33%
Sep 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.48%	205.13K	2.18M	24.34K	+13.46%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.45%	192.5K	2.05M	-251	-0.13%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.43%	182.54K	1.94M	-3.39K	-1.82%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	105.19K	1.12M	-142.92K	-57.60%
Sep 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.23%	98.16K	1.05M	-425	-0.43%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	0.2%	86.54K	921.6K	11.52K	+15.36%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.19%	80.03K	852.36K	80.03K	+100.00%
Sep 30, 2025	GTS SECURITIES LLC	0.16%	69.06K	735.5K	69.06K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.07%	30.11K	320.67K	395	+1.33%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.33%	143.09K	1.52M	-212.99K	-59.82%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.1%	42.1K	448.34K	1.55K	+3.83%
Sep 30, 2025	NWAM LLC	0.09%	40.45K	430.83K	802	+2.02%
Sep 30, 2025	AEGIS WEALTH MANAGEMENT LLC	0.09%	37.11K	395.23K	0	0
Sep 30, 2025	BETTERMENT LLC	0.25%	108.93K	1.16M	35.92K	+49.20%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.16%	68.2K	726.36K	0	0
Sep 30, 2025	PINE HAVEN INVESTMENT COUNSEL, INC	0.16%	68.11K	725.33K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.15%	62.25K	662.95K	-93.36K	-60.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	48.69K	519K	8.09K	+19.91%
Sep 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.08%	35.49K	377.99K	884	+2.55%
Sep 30, 2025	MB GENERATIONAL WEALTH, LLC	0.05%	23.57K	251.03K	23.57K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.06%	27.15K	289.19K	7.34K	+37.04%
Sep 30, 2025	BETTERWEALTH, LLC	0.04%	18.11K	192.9K	1.2K	+7.12%
Sep 30, 2025	CLOUD CAPITAL MANAGEMENT, LLC	0.04%	17.91K	190K	17.91K	+100.00%
Sep 30, 2025	MORRIS FINANCIAL CONCEPTS, INC.	0.04%	16.68K	177.69K	90	+0.54%
Sep 30, 2025	JDH WEALTH MANAGEMENT, LLC	0.04%	16.43K	175K	-5.78K	-26.02%
Sep 30, 2025	ETHIC INC.	0.04%	15.53K	165.34K	-1.11K	-6.70%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.03%	14.17K	150.89K	-1.97K	-12.18%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.03%	13.72K	146.07K	138	+1.02%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	44.62K	475.21K	44.62K	+100.00%
Sep 30, 2025	ABACUS WEALTH PARTNERS, LLC	28.51%	12.24M	130.36M	-172.31K	-1.39%
Sep 30, 2025	BRIGHTON JONES LLC	8.03%	3.45M	36.7M	171.75K	+5.25%
Sep 30, 2025	FIRST PACIFIC FINANCIAL	3.32%	1.43M	15.2M	72.89K	+5.38%
Sep 30, 2025	COLONY GROUP, LLC	3.27%	1.41M	14.93M	-2.13M	-60.28%
Sep 30, 2025	FMR LLC	3.09%	1.33M	14.13M	377.88K	+39.82%
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	2.92%	1.25M	13.36M	37.76K	+3.10%
Sep 30, 2025	PFG INVESTMENTS, LLC	1.76%	755.28K	8.04M	38.97K	+5.44%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	1.52%	651.39K	6.94M	-5.34K	-0.81%
Sep 30, 2025	COLORADO CAPITAL MANAGEMENT, INC.	1.3%	558.67K	5.95M	5.99K	+1.08%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	1.2%	509.77K	5.43M	28.03K	+5.82%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	1.1%	474.26K	5.05M	23.99K	+5.33%
Jun 30, 2025	COLORADO CAPITAL MANAGEMENT, INC.	1.39%	552.68K	5.78M	20.91K	+3.93%
Jun 30, 2025	JDH WEALTH MANAGEMENT, LLC	0.06%	22.21K	232.33K	0	0
Jun 30, 2025	AEGIS WEALTH MANAGEMENT LLC	0.09%	37.11K	376.31K	0	0
Jun 30, 2025	ALLODIUM INVESTMENT CONSULTANTS, LLC	0.46%	180.79K	1.89M	450	+0.25%
Jun 30, 2025	LONGVIEW ASSET MANAGEMENT LLC	0.77%	307.34K	3.21M	17.96K	+6.21%
Jun 30, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	1.13%	448.17K	4.69M	-1.62K	-0.36%
Jun 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.11%	45.54K	475.89K	-15.13K	-24.93%
Jun 30, 2025	PINE HAVEN INVESTMENT COUNSEL, INC	0.17%	68.11K	712.39K	1.48K	+2.21%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.17%	68.2K	713.4K	325	+0.48%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	0.19%	75.01K	784.64K	1.24K	+1.69%
Jun 30, 2025	MERITAS WEALTH MANAGEMENT, LLC	0.5%	198.36K	2.07M	1.44K	+0.73%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.53%	208.99K	2.19M	62.59K	+42.75%
Jun 30, 2025	NATURAL INVESTMENTS, LLC	0.57%	226.84K	2.37M	-5.29K	-2.28%
Jun 30, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.58%	231.03K	2.42M	-88.93K	-27.80%
Jun 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.6%	238.65K	2.5M	-1.63K	-0.68%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	248.11K	2.6M	144.78K	+140.11%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.61%	243.15K	2.54M	-28.47K	-10.48%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.66%	260.88K	2.73M	516	+0.20%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.71%	281.64K	2.95M	-22.16K	-7.29%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.16%	459.14K	4.8M	-39.77K	-7.97%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	1.13%	450.27K	4.71M	4.79K	+1.08%
Jun 30, 2025	ETHIC INC.	0.04%	16.64K	173.21K	-2.11K	-11.27%
Jun 30, 2025	BETTERWEALTH, LLC	0.04%	16.91K	176.87K	0	0
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	1.21%	481.73K	5.04M	120.24K	+33.26%
Jun 30, 2025	PFG INVESTMENTS, LLC	1.8%	716.31K	7.49M	30.74K	+4.48%
Jun 30, 2025	SILVER OAK ADVISORY GROUP, INC.	0.2%	77.51K	810K	11.98K	+18.27%
Jun 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.25%	98.58K	1.03M	2.27K	+2.36%
Jun 30, 2025	NORTHERN TRUST CORP	0.39%	155.61K	1.63M	0	0
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.47%	185.94K	1.94M	-86.39K	-31.72%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.49%	192.75K	2.02M	-8.67K	-4.30%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.49%	194.7K	2.04M	194.7K	+100.00%
Jun 30, 2025	MORRIS FINANCIAL CONCEPTS, INC.	0.04%	16.59K	173.57K	1.85K	+12.51%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	20.24K	211.72K	4.75K	+30.65%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	21.14K	221.14K	-929	-4.21%
Jun 30, 2025	APELLA CAPITAL, LLC	0.06%	24.99K	260.65K	5.74K	+29.85%
Jun 30, 2025	BETTERMENT LLC	0.18%	73.01K	764K	-15.68K	-17.68%
Jun 30, 2025	HEMINGTON WEALTH MANAGEMENT	0.33%	130.94K	1.37M	-8	-0.01%
Jun 30, 2025	FMR LLC	2.39%	949.07K	9.93M	947.17K	+49,851.16%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	3.06%	1.22M	12.73M	16.99K	+1.42%
Jun 30, 2025	FIRST PACIFIC FINANCIAL	3.41%	1.35M	14.17M	43.93K	+3.35%
Jun 30, 2025	BRIGHTON JONES LLC	8.24%	3.27M	34.25M	36.38K	+1.12%
Jun 30, 2025	COLONY GROUP, LLC	8.91%	3.54M	37.01M	1.19M	+50.58%
Jun 30, 2025	ABACUS WEALTH PARTNERS, LLC	31.25%	12.41M	129.84M	-3.2M	-20.51%
Jun 30, 2025		0.06%	22.21K	232.33K	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	23.19K	242.54K	-18.12K	-43.87%
Jun 30, 2025	TRILLIUM ASSET MANAGEMENT, LLC	0.06%	23.57K	247K	0	0
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.07%	29.72K	310.82K	764	+2.64%
Jun 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.09%	34.61K	362K	-878	-2.47%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.09%	35.41K	370.39K	35.41K	+100.00%
Jun 30, 2025	NWAM LLC	0.1%	39.65K	414.76K	-2.38K	-5.66%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.1%	40.55K	424.11K	-706	-1.71%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	40.6K	425K	-711	-1.72%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.9%	356.08K	3.72M	-368.84K	-50.88%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	1.65%	656.73K	6.87M	-18.72K	-2.77%
Jun 30, 2025	WAYPOINT WEALTH PARTNERS INC.	0.19%	76.56K	800.79K	4.69K	+6.52%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.49%	201.41K	2.04M	14.3K	+7.64%
Mar 31, 2025	FIRST AFFIRMATIVE FINANCIAL NETWORK	0.06%	22.81K	231.3K	762	+3.46%
Mar 31, 2025	TRILLIUM ASSET MANAGEMENT, LLC	0.06%	23.57K	239K	0	0
Mar 31, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.78%	319.96K	3.24M	-3.67K	-1.13%
Mar 31, 2025	MB GENERATIONAL WEALTH, LLC	0.06%	24.32K	246.57K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	41.31K	419K	15.76K	+61.64%
Mar 31, 2025	PFG INVESTMENTS, LLC	1.67%	685.57K	6.95M	57.31K	+9.12%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	1.77%	724.92K	7.35M	-56.09K	-7.18%
Mar 31, 2025	FIRST PACIFIC FINANCIAL	3.19%	1.31M	13.29M	12.88K	+0.99%
Mar 31, 2025	GTS SECURITIES LLC	0.08%	31.16K	315.91K	18.22K	+140.90%
Mar 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.09%	35.49K	359.83K	-327	-0.91%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.1%	41.25K	418.3K	114	+0.28%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.1%	41.31K	418.85K	173	+0.42%
Mar 31, 2025	MERITAS WEALTH MANAGEMENT, LLC	0.48%	196.92K	2M	36.86K	+23.03%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.66%	272.33K	2.76M	76.07K	+38.76%
Mar 31, 2025	JPMORGAN CHASE & CO	0.06%	25K	253.5K	20.79K	+493.40%
Mar 31, 2025	COLONY GROUP, LLC	5.73%	2.35M	23.83M	2.03M	+625.26%
Mar 31, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	1.09%	445.48K	4.52M	21.03K	+4.95%
Mar 31, 2025	BRIGHTON JONES LLC	7.89%	3.24M	32.83M	62.09K	+1.96%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.63%	260.36K	2.64M	-7.37K	-2.75%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.66%	271.62K	2.75M	8.53K	+3.24%
Mar 31, 2025	ABACUS WEALTH PARTNERS, LLC	38.07%	15.62M	158.34M	120.15K	+0.78%
Mar 31, 2025		0.09%	37.11K	376.31K	1.5K	+4.21%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.07%	28.95K	286.74K	28.95K	+100.00%
Mar 31, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	0.07%	29.31K	297.16K	29.31K	+100.00%
Mar 31, 2025	WAYPOINT WEALTH PARTNERS INC.	0.18%	71.87K	728.77K	982	+1.39%
Mar 31, 2025	INDEX FUND ADVISORS, INC.	0.18%	73.77K	748.03K	-2.58K	-3.38%
Mar 31, 2025	BETTERMENT LLC	0.22%	88.69K	899K	-1.26K	-1.40%
Mar 31, 2025	NATURAL INVESTMENTS, LLC	0.57%	232.13K	2.35M	13.26K	+6.06%
Mar 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.59%	240.28K	2.36M	-623	-0.26%
Mar 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.74%	303.8K	3.08M	-46.01K	-13.15%
Mar 31, 2025	COLORADO CAPITAL MANAGEMENT, INC.	1.3%	531.77K	5.39M	32.53K	+6.52%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	1.65%	675.45K	6.85M	-52.16K	-7.17%
Mar 31, 2025	VISTA WEALTH MANAGEMENT GROUP, LLC	2.46%	1.01M	10.22M	-53.27K	-5.02%
Mar 31, 2025	NWAM LLC	0.1%	42.03K	426.22K	-19.25K	-31.41%
Mar 31, 2025	JANE STREET GROUP, LLC	0.12%	50.59K	512.94K	22.31K	+78.93%
Mar 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.15%	60.67K	623.33K	132	+0.22%
Mar 31, 2025	SILVER OAK ADVISORY GROUP, INC.	0.16%	65.54K	664K	1.02K	+1.58%
Mar 31, 2025	PINE HAVEN INVESTMENT COUNSEL, INC	0.16%	66.63K	675.64K	-153	-0.23%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.17%	67.88K	688.28K	130	+0.19%
Mar 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.23%	96.31K	976.62K	192	+0.20%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	103.33K	1.05M	37.97K	+58.09%
Mar 31, 2025	HEMINGTON WEALTH MANAGEMENT	0.32%	130.95K	1.33M	5.28K	+4.20%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.36%	146.4K	1.48M	39.23K	+36.61%
Mar 31, 2025	NORTHERN TRUST CORP	0.38%	155.61K	1.58M	0	0
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.88%	361.49K	3.67M	5.55K	+1.56%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.22%	498.9K	5.06M	-15.27K	-2.97%
Mar 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	2.92%	1.2M	12.16M	45.54K	+3.95%

Frequently Asked Questions