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

Who are the major shareholders selling Vanguard Total International Stock ETF stock?

CI PRIVATE WEALTH, LLC, in the last quarter, reduced its stake in VXUS by -7.24% restricting it's holding to 1.99 million shares of worth nearly $170.15M. LINCOLN NATIONAL CORP also lessened -0.66% of the VXUS shares from its portfolio, reducing its holding to 1.44 million shares of worth $123.06M. ANGELES INVESTMENT ADVISORS, LLC also shunned VXUS shares holding by -5.22% last quarter which brought its holding to 2.79 million shares worth $238.53M.

Investors who are buying VXUS stock?

As per its latest 13F filing, SEI INVESTMENTS CO increased its stake in VXUS by 3.26% in the last quarter. The institutional holder raised its holding to 1.95 million shares having worth more than $166.92M. ST. LOUIS TRUST CO also added 0.68% more shares of VXUS to its portfolio, raising its holding to 1.21 million shares of worth $91.63M. UNIVEST FINANCIAL CORP also increased its VXUS shares holding by 1.07% which brought its holding to 2.15 million shares worth $183.97M.

VXUS's major insiders: who are they?

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

Did an insider recently sell VXUS stock?

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

Which insider recently purchased VXUS stock?

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

How much of VXUS does insiders own?

Around 0 Vanguard Total International Stock ETF shares are held by insiders, which represents about N/A of VXUS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VXUS?

SEI INVESTMENTS CO is the largest institutional owner in VXUS which holds 1.95 million shares worth $166.92M or 0.03% of the total VXUS shares outstanding followed by CI PRIVATE WEALTH, LLC with ownership of 1.99 million shares representing 0.03% of the VXUS ownership. ST. LOUIS TRUST CO is the third largest stakeholder with 1.21 million shares or 0.02% of the ownership worth more than $91.63M.

Is Vanguard Total International Stock 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 VXUS is concerned, it is a stock which is optionable.

Is there a short position on VXUS's shares?

Number of VXUS 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 VXUS shares are there?

As of today, null shares of VXUS are outstanding.

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

VXUS 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 VXUS is null.

Vanguard Total International Stock ETF (VXUS) 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. SEI INVESTMENTS CO is the top corporate investor, holding 1.95M shares valued at $166.92M. A 0.03% stake in Vanguard Total International Stock ETF is owned by the company. CI PRIVATE WEALTH, LLC owns 1.99M shares valued at $170.15M, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SEI INVESTMENTS CO	0.03%	1.95M	166.92M	61.65K	+3.26%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.03%	1.99M	170.15M	-155.26K	-7.24%
Jun 30, 2026	ST. LOUIS TRUST CO	0.02%	1.21M	91.63M	8.18K	+0.68%
Jun 30, 2026	UNIVEST FINANCIAL CORP	0.03%	2.15M	183.97M	22.77K	+1.07%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	2.16M	181.71M	138.21K	+6.82%
Jun 30, 2026	CERITY PARTNERS LLC	0.03%	2.26M	180.69M	395.96K	+21.27%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	0.02%	1.34M	103.47M	27.42K	+2.09%
Jun 30, 2026	LINCOLN NATIONAL CORP	0.02%	1.44M	123.06M	-9.62K	-0.66%
Jun 30, 2026	COLONY GROUP, LLC	0.02%	1.7M	145.37M	77.44K	+4.77%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	2.21M	188.95M	1.71M	+342.28%
Jun 30, 2026	ZHANG FINANCIAL LLC	0.03%	2.25M	192.04M	163.74K	+7.86%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.06%	4.49M	383.45M	814.22K	+22.18%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.06%	4.82M	411.76M	160.86K	+3.46%
Jun 30, 2026	ROYAL BANK OF CANADA	0.06%	4.82M	412.47M	138.73K	+2.96%
Jun 30, 2026	VANGUARD NATIONAL TRUST CO	0.03%	2.4M	205.31M	22.29K	+0.94%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	2.51M	214.8M	203.45K	+8.81%
Jun 30, 2026	ANGELES INVESTMENT ADVISORS, LLC	0.04%	2.79M	238.53M	-153.68K	-5.22%
Jun 30, 2026	JUPITER TOPCO LLC	0.04%	2.96M	253.17M	2.96M	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.05%	3.99M	341.06M	356.12K	+9.80%
Jun 30, 2026	NARODNA BANKA SLOVENSKA	0.19%	14.91M	1.27B	0	0
Jun 30, 2026	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.23%	18.05M	1.53B	-12.1M	-40.13%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.01%	998.8K	85.39M	555.78K	+125.45%
Jun 30, 2026	AMG NATIONAL TRUST BANK	0.01%	1M	85.88M	64.6K	+6.87%
Jun 30, 2026	VERUS FINANCIAL PARTNERS, INC.	0.01%	1.03M	87.68M	14.96K	+1.48%
Jun 30, 2026	MARINER, LLC	0.01%	1.03M	87.73M	280.68K	+37.64%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	1.03M	88.36M	42.18K	+4.25%
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	0.01%	1.04M	89.24M	18.85K	+1.84%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.01%	1.05M	90.01M	-25.47K	-2.36%
Jun 30, 2026	FIRST NATIONAL BANK OF OMAHA	0.01%	1.08M	92.12M	-14.71K	-1.34%
Jun 30, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.01%	1.1M	93.98M	126.7K	+13.03%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.01%	1.1M	89.19M	503.96K	+84.60%
Jun 30, 2026	ROBLE, BELKO & COMPANY, INC	0.01%	1.1M	94.24M	57.98K	+5.55%
Jun 30, 2026	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.01%	1.14M	97.85M	381.89K	+50.08%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	1.16M	99.17M	160.04K	+16.00%
Jun 30, 2026	GREENWOOD GEARHART INC	0.02%	1.47M	126.05M	44.36K	+3.10%
Jun 30, 2026	SG AMERICAS SECURITIES, LLC	0.05%	4M	341.96M	4M	+100.00%
Jun 30, 2026	SAGEWORTH TRUST CO	0.05%	3.82M	326.77M	-130.03K	-3.29%
Jun 30, 2026		0.04%	2.96M	253.17M	2.96M	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.2%	15.67M	1.34B	1.62M	+11.51%
Jun 30, 2026	VANGUARD ADVISERS INC	1.17%	89.61M	7.66B	2.1M	+2.40%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	1.53M	130.92M	23.89K	+1.58%
Jun 30, 2026	ALLEN INVESTMENT MANAGEMENT LLC	0.02%	1.4M	119.27M	192.08K	+15.97%
Jun 30, 2026	SENTINEL TRUST CO LBA	0.02%	1.37M	117.15M	-41.85K	-2.96%
Jun 30, 2026	SIGNATUREFD, LLC	0.07%	5.28M	451.24M	75.48K	+1.45%
Jun 30, 2026	GLOBAL ENDOWMENT MANAGEMENT, LP	0.02%	1.22M	104.07M	-222.3K	-15.44%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.32%	24.26M	2.07B	-1.94M	-7.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.16%	12.23M	1.05B	75.79K	+0.62%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.11%	8.36M	707.52M	300.75K	+3.73%
Jun 30, 2026	JANE STREET GROUP, LLC	0.11%	8.32M	711.19M	8.2M	+6,893.13%
Jun 30, 2026	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.93M	0	0
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.03%	2.15M	184.04M	51.83K	+2.47%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.09%	6.79M	580.41M	179.48K	+2.72%
Jun 30, 2026	UBS GROUP AG	0.09%	6.58M	562.81M	1.35M	+25.75%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.08%	6.45M	551.12M	111.69K	+1.76%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	6.28M	537.28M	104.21K	+1.69%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.02%	1.82M	155.23M	48.04K	+2.72%
Jun 30, 2026	LPL FINANCIAL LLC	0.08%	5.82M	497.21M	609.55K	+11.71%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	5.74M	490.82M	159.7K	+2.86%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.07%	5.47M	467.66M	537.9K	+10.90%
Jun 30, 2026	FIRST AMERICAN FINANCIAL CORP	0.03%	1.92M	163.98M	-187.25K	-8.89%
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	1.77M	150.02M	77.25K	+4.57%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	1.74M	148.73M	-4.01K	-0.23%
Jun 30, 2026	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.72M	147.12M	77.54K	+4.72%
Jun 30, 2026	GLEASON GROUP, INC.	0.02%	1.35M	115.59M	24.61K	+1.85%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.02%	1.19M	102.01M	25.82K	+2.21%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.03%	2.15M	165.41M	-86.83K	-3.89%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.02%	1.77M	136.31M	364.15K	+25.94%
Mar 31, 2026	CERITY PARTNERS LLC	0.02%	1.86M	143.72M	215.7K	+13.11%
Mar 31, 2026	TOWNELEY CAPITAL MANAGEMENT, INC / DE	0.01%	820.57K	63.27M	-6.02K	-0.73%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.01%	834.38K	64.34M	131.25K	+18.67%
Mar 31, 2026	CAPROCK GROUP, LLC	0.01%	892.21K	68.8M	5.56K	+0.63%
Mar 31, 2026	LUMINVEST WEALTH MANAGEMENT LLC	0.01%	926.46K	72.38M	35.49K	+3.98%
Mar 31, 2026	AMG NATIONAL TRUST BANK	0.01%	939.95K	72.48M	92.64K	+10.93%
Mar 31, 2026	CREATIVE PLANNING	0.01%	947.32K	73.05M	195.59K	+26.02%
Mar 31, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.01%	972.64K	75M	337.25K	+53.08%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	991.43K	76.45M	12.7K	+1.30%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1M	77.11M	306.58K	+44.21%
Mar 31, 2026	PROVENANCE WEALTH ADVISORS, LLC	0.01%	1M	77.17M	-27.22K	-2.65%
Mar 31, 2026	VERUS FINANCIAL PARTNERS, INC.	0.01%	1.01M	83.51M	-6.3K	-0.62%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.01%	1.03M	79.04M	46.46K	+4.75%
Mar 31, 2026	ROBLE, BELKO & COMPANY, INC	0.01%	1.04M	80.53M	115.42K	+12.43%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.02%	1.08M	83.15M	93.99K	+9.55%
Mar 31, 2026	FIRST NATIONAL BANK OF OMAHA	0.02%	1.1M	82.06M	5.54K	+0.51%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.1%	8.06M	618.26M	454.17K	+5.97%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.16%	12.15M	937.01M	274.7K	+2.31%
Mar 31, 2026		0.19%	14.91M	1.11B	14.91M	+100.00%
Mar 31, 2026	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.39%	30.14M	2.2B	15.07M	+100.00%
Mar 31, 2026	VANGUARD ADVISERS INC	1.14%	87.52M	6.75B	87.52M	+100.00%
Mar 31, 2026	SIGNATUREFD, LLC	0.07%	5.2M	401.18M	1.94M	+59.47%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.02%	1.17M	90.02M	-335.22K	-22.31%
Mar 31, 2026	ST. LOUIS TRUST CO	0.02%	1.2M	92.59M	-4.64K	-0.39%
Mar 31, 2026	ALLEN INVESTMENT MANAGEMENT LLC	0.02%	1.2M	92.77M	338.75K	+39.19%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.02%	1.31M	99.16M	24.05K	+1.86%
Mar 31, 2026	GLEASON GROUP, INC.	0.02%	1.33M	102.36M	59.1K	+4.66%
Mar 31, 2026	SENTINEL TRUST CO LBA	0.02%	1.41M	108.9M	47.22K	+3.46%
Mar 31, 2026	GREENWOOD GEARHART INC	0.02%	1.43M	110.27M	448.93K	+45.76%
Mar 31, 2026	GLOBAL ENDOWMENT MANAGEMENT, LP	0.02%	1.44M	111.01M	247.8K	+20.79%
Mar 31, 2026	LINCOLN NATIONAL CORP	0.02%	1.45M	111.74M	-31.09K	-2.10%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	1.51M	116.24M	339.01K	+29.01%
Mar 31, 2026	COLONY GROUP, LLC	0.02%	1.62M	125.19M	17.39K	+1.08%
Mar 31, 2026	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.64M	126.71M	250.39K	+17.98%
Mar 31, 2026	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.02%	1.68M	129.29M	13.21K	+0.79%
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	1.69M	126.06M	198.56K	+13.32%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	1.74M	134.46M	-55.42K	-3.08%
Mar 31, 2026	JANUS HENDERSON GROUP PLC	0.04%	2.96M	228.36M	313.41K	+11.84%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.05%	3.63M	280.17M	713.58K	+24.44%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.05%	3.67M	283.08M	243.68K	+7.11%
Mar 31, 2026	SAGEWORTH TRUST CO	0.05%	3.95M	304.77M	-241.14K	-5.75%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.06%	4.66M	358.99M	1.65M	+54.70%
Mar 31, 2026	ROYAL BANK OF CANADA	0.06%	4.69M	361.34M	508.92K	+12.18%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.07%	4.93M	380.31M	51.39K	+1.05%
Mar 31, 2026	LPL FINANCIAL LLC	0.07%	5.21M	401.47M	758.35K	+17.05%
Mar 31, 2026	UBS GROUP AG	0.07%	5.24M	403.7M	1.23M	+30.85%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	5.58M	430.39M	428.58K	+8.32%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	6.18M	476.58M	-178.86K	-2.81%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	6.33M	488.37M	5.69M	+884.70%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.08%	6.33M	488.49M	451.67K	+7.68%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.09%	6.61M	509.68M	70.95K	+1.09%
Mar 31, 2026	MORGAN STANLEY	0.18%	14.05M	1.08B	-2.44M	-14.80%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.34%	26.2M	2.02B	6.26M	+31.42%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	2.31M	178.04M	240.38K	+11.62%
Mar 31, 2026	VANGUARD NATIONAL TRUST CO	0.03%	2.38M	183.46M	2.38M	+100.00%
Mar 31, 2026	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.93M	0	0
Mar 31, 2026	ANGELES INVESTMENT ADVISORS, LLC	0.04%	2.94M	227M	101.09K	+3.56%
Mar 31, 2026	SEI INVESTMENTS CO	0.02%	1.89M	145.81M	128.21K	+7.27%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	2.03M	155.22M	-1.16M	-36.49%
Mar 31, 2026	ZHANG FINANCIAL LLC	0.03%	2.08M	160.59M	202.3K	+10.76%
Mar 31, 2026	TOROSO INVESTMENTS, LLC	0.03%	2.1M	162.01M	110.2K	+5.54%
Mar 31, 2026	FIRST AMERICAN FINANCIAL CORP	0.03%	2.11M	162.35M	15.25K	+0.73%
Mar 31, 2026	UNIVEST FINANCIAL CORP	0.03%	2.13M	164.18M	26.52K	+1.26%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.02%	1.19M	89.59M	711.78K	+149.59%
Dec 31, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.02%	1.19M	89.91M	9.97K	+0.84%
Dec 31, 2025	UBS GROUP AG	0.05%	4M	301.83M	185.71K	+4.87%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	4.18M	315.12M	335.34K	+8.73%
Dec 31, 2025	LPL FINANCIAL LLC	0.06%	4.45M	335.57M	424.88K	+10.56%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	5.15M	388.74M	5.05M	+5,132.99%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.08%	5.88M	443.84M	-5.15M	-46.67%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	6.54M	493.29M	4.63K	+0.07%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.27%	19.94M	1.5B	464.96K	+2.39%
Dec 31, 2025	GLEASON GROUP, INC.	0.02%	1.27M	95.69M	51.75K	+4.25%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.02%	1.29M	97.34M	-2.68K	-0.21%
Dec 31, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.39M	105.08M	106.12K	+8.25%
Dec 31, 2025	LINCOLN NATIONAL CORP	0.02%	1.48M	111.66M	29.52K	+2.04%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	1.49M	112.45M	204.63K	+15.91%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.02%	1.5M	113.36M	23.65K	+1.60%
Dec 31, 2025	COLONY GROUP, LLC	0.02%	1.61M	121.13M	238.5K	+17.45%
Dec 31, 2025	CERITY PARTNERS LLC	0.02%	1.65M	124.17M	61.41K	+3.88%
Dec 31, 2025	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.02%	1.66M	125.49M	98.51K	+6.29%
Dec 31, 2025	SEI INVESTMENTS CO	0.02%	1.76M	132.98M	79.85K	+4.74%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	1.8M	135.73M	85.64K	+5.00%
Dec 31, 2025	ZHANG FINANCIAL LLC	0.03%	1.88M	141.85M	139.71K	+8.03%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.03%	1.99M	150.18M	383.92K	+23.89%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	2.07M	156.05M	-30.64K	-1.46%
Dec 31, 2025	FIRST AMERICAN FINANCIAL CORP	0.03%	2.09M	157.68M	475.84K	+29.48%
Dec 31, 2025	UNIVEST FINANCIAL CORP	0.03%	2.1M	158.63M	15.96K	+0.76%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.03%	2.23M	168.41M	1.56M	+230.68%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	0.04%	2.65M	199.77M	303.87K	+12.96%
Dec 31, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.04%	2.84M	214.46M	-460.98K	-13.95%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	2.92M	220.27M	144.78K	+5.22%
Dec 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.93M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.07%	4.88M	368.25M	295.36K	+6.44%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	11.88M	895.99M	-340.11K	-2.78%
Dec 31, 2025	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.2%	15.07M	1.1B	0	0
Dec 31, 2025	MORGAN STANLEY	0.22%	16.49M	1.24B	4.65M	+39.28%
Dec 31, 2025	VANGUARD GROUP INC	1.19%	87.49M	6.6B	3.06M	+3.62%
Dec 31, 2025	VERUS FINANCIAL PARTNERS, INC.	0.01%	1.02M	81.21M	-32.55K	-3.10%
Dec 31, 2025	GREENWOOD GEARHART INC	0.01%	981.15K	74.02M	36.9K	+3.91%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.01%	978.55K	73.82M	394.87K	+67.65%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.01%	984.36K	74.26M	18.8K	+1.95%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.15%	11.03M	832.17M	11.03M	+100.00%
Dec 31, 2025		0.08%	6.04M	80.1M	5.96M	+7,516.56%
Dec 31, 2025	AMG NATIONAL TRUST BANK	0.01%	847.32K	63.92M	100.07K	+13.39%
Dec 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.01%	864.31K	65.2M	276.2K	+46.97%
Dec 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.02%	1.26M	94.83M	-386.7K	-23.53%
Dec 31, 2025	SAGEWORTH TRUST CO	0.06%	4.19M	316.36M	61.57K	+1.49%
Dec 31, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.02%	1.38M	103.97M	-342.55K	-19.91%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.02%	1.4M	105.89M	23.05K	+1.67%
Dec 31, 2025	FIRST NATIONAL BANK OF OMAHA	0.01%	1.09M	82.87M	1.09M	+29,407.26%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	978.73K	73.84M	56.86K	+6.17%
Dec 31, 2025	IEQ CAPITAL, LLC	0.01%	962.75K	72.63M	45.16K	+4.92%
Dec 31, 2025	ROBLE, BELKO & COMPANY, INC	0.01%	928.96K	70.08M	3.4K	+0.37%
Dec 31, 2025	LUMINVEST WEALTH MANAGEMENT LLC	0.01%	890.98K	67.22M	114.04K	+14.68%
Dec 31, 2025	CAPROCK GROUP, LLC	0.01%	886.64K	66.89M	72.48K	+8.90%
Dec 31, 2025	SENTINEL TRUST CO LBA	0.02%	1.36M	102.98M	122.22K	+9.83%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.11%	7.61M	570.76M	399.9K	+5.55%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	6.36M	479.75M	-22.23K	-0.35%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	3.43M	258.56M	146.43K	+4.46%
Dec 31, 2025	SIGNATUREFD, LLC	0.05%	3.26M	246.13M	37.8K	+1.17%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	3.19M	247.7M	96.81K	+3.13%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	3.01M	227.04M	279.21K	+10.23%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	1.17M	88.15M	51.38K	+4.60%
Dec 31, 2025	JANE STREET GROUP, LLC	0.05%	3.73M	281.51M	-1.89M	-33.59%
Dec 31, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.01%	1.03M	77.55M	341.05K	+49.64%
Dec 31, 2025	ST. LOUIS TRUST CO	0.02%	1.21M	90.93M	-11.33K	-0.93%
Sep 30, 2025	UBS GROUP AG	0.05%	3.82M	280.27M	95.87K	+2.58%
Sep 30, 2025	VERUS FINANCIAL PARTNERS, INC.	0.01%	1.05M	77.09M	-26.77K	-2.49%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	3.28M	241.02M	1.43M	+77.54%
Sep 30, 2025	SIGNATUREFD, LLC	0.04%	3.22M	236.9M	12.79K	+0.40%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	3.09M	229.71M	20.54K	+0.67%
Sep 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.93M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	2.77M	203.85M	58.24K	+2.14%
Sep 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.02%	1.72M	126.41M	9.83K	+0.57%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	0.02%	1.69M	1.43M	1.67M	+8,585.28%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.04%	2.73M	200.57M	116.43K	+4.45%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	1.12M	82.06M	509.87K	+83.97%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.03%	2.34M	172.2M	14.15K	+0.61%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	2.1M	151.66M	349.32K	+19.96%
Sep 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.02%	1.64M	120.63M	73.99K	+4.71%
Sep 30, 2025	ST. LOUIS TRUST CO	0.02%	1.22M	89.38M	96.17K	+8.58%
Sep 30, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.02%	1.18M	86.82M	-70.56K	-5.63%
Sep 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.02%	1.15M	84.2M	34	0.00%
Sep 30, 2025	UNIVEST FINANCIAL CORP	0.03%	2.09M	153.29M	163.82K	+8.52%
Sep 30, 2025	ZHANG FINANCIAL LLC	0.02%	1.74M	127.86M	177.98K	+11.39%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.02%	1.61M	118.04M	142.86K	+9.76%
Sep 30, 2025	SEI INVESTMENTS CO	0.02%	1.68M	123.62M	100.49K	+6.35%
Sep 30, 2025	FIRST AMERICAN FINANCIAL CORP	0.02%	1.61M	118.59M	-176.09K	-9.83%
Sep 30, 2025	CERITY PARTNERS LLC	0.02%	1.58M	116.38M	-12.64K	-0.79%
Sep 30, 2025	LINCOLN NATIONAL CORP	0.02%	1.45M	106.56M	19.64K	+1.37%
Sep 30, 2025	COUNTRY CLUB BANK /GFN	0.01%	1.11M	81.32M	10.51K	+0.95%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	1.71M	125.87M	-1.54M	-47.25%
Sep 30, 2025	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.02%	1.56M	114.96M	171.11K	+12.28%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.02%	1.48M	108.65M	-24.08K	-1.60%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.01%	965.56K	70.93M	29.92K	+3.20%
Sep 30, 2025	GREENWOOD GEARHART INC	0.01%	944.24K	69.36M	26.67K	+2.91%
Sep 30, 2025	ROBLE, BELKO & COMPANY, INC	0.01%	925.56K	67.99M	189.06K	+25.67%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	921.88K	67.72M	-67.82K	-6.85%
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.01%	869.41K	63.87M	26.64K	+3.16%
Sep 30, 2025	CAPROCK GROUP, LLC	0.01%	814.16K	58.11M	814.16K	+100.00%
Sep 30, 2025	TOWNELEY CAPITAL MANAGEMENT, INC / DE	0.01%	812.16K	59.66M	-709	-0.09%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.01%	775.55K	56.97M	14.06K	+1.85%
Sep 30, 2025	LUMINVEST WEALTH MANAGEMENT LLC	0.01%	776.94K	57.07M	33.57K	+4.52%
Sep 30, 2025	AMG NATIONAL TRUST BANK	0.01%	747.25K	54.89M	34.33K	+4.81%
Sep 30, 2025	SAM ADVISORS, LLC	0.01%	732.83K	53.83M	-1.75K	-0.24%
Sep 30, 2025	BOGART WEALTH, LLC	0.01%	724.05K	53.19M	-4.29K	-0.59%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.01%	700.52K	51.46M	150.28K	+27.31%
Sep 30, 2025	OKABENA INVESTMENT SERVICES INC	0.01%	693.73K	50.96M	56.35K	+8.84%
Sep 30, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.01%	686.98K	50.47M	7.34K	+1.08%
Sep 30, 2025	VANGUARD GROUP INC	1.13%	84.43M	6.2B	2.78M	+3.41%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.26%	19.47M	1.43B	2.84M	+17.09%
Sep 30, 2025	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.2%	15.07M	1.1B	15.07M	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	12.22M	897.46M	-337.4K	-2.69%
Sep 30, 2025	MORGAN STANLEY	0.16%	11.84M	869.97M	485.19K	+4.27%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.15%	11.03M	810.42M	593.52K	+5.69%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.1%	7.21M	526.7M	790.87K	+12.32%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	6.53M	480M	-42.92K	-0.65%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	6.38M	468.79M	-27.93K	-0.44%
Sep 30, 2025	JANE STREET GROUP, LLC	0.08%	5.62M	412.77M	5.29M	+1,589.58%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.06%	4.59M	336.87M	564.72K	+14.04%
Sep 30, 2025	SAGEWORTH TRUST CO	0.06%	4.13M	303.53M	-17.85K	-0.43%
Sep 30, 2025	LPL FINANCIAL LLC	0.05%	4.02M	295.55M	615.41K	+18.06%
Sep 30, 2025	ROYAL BANK OF CANADA	0.05%	3.84M	282.22M	-198.62K	-4.92%
Sep 30, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.04%	3.3M	242.7M	-840.45K	-20.28%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.02%	1.38M	101.42M	11.33K	+0.83%
Sep 30, 2025	COLONY GROUP, LLC	0.02%	1.37M	100.7M	136.47K	+11.09%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.02%	1.29M	94.98M	998	+0.08%
Sep 30, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.29M	94.52M	44.45K	+3.58%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	1.29M	94.47M	-4.27M	-76.83%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.02%	1.26M	92.72M	-305.71K	-19.50%
Sep 30, 2025	SENTINEL TRUST CO LBA	0.02%	1.24M	91.29M	44.19K	+3.69%
Sep 30, 2025	GLEASON GROUP, INC.	0.02%	1.22M	89.37M	97.69K	+8.73%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.01%	642.03K	44.36M	67.13K	+11.68%
Jun 30, 2025	TENON FINANCIAL LLC	0.01%	658.59K	43.23M	333.16K	+102.38%
Jun 30, 2025	PRUDENTIAL PLC	0.01%	660K	45.6M	330K	+100.00%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.01%	712.92K	49.26M	19.16K	+2.76%
Jun 30, 2025	ROBLE, BELKO & COMPANY, INC	0.01%	736.5K	50.89M	-16.36K	-2.17%
Jun 30, 2025	HAVERFORD TRUST CO	0.01%	747.1K	51.62M	-3.78K	-0.50%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	827.39K	57.16M	-269.87K	-24.59%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.01%	836.17K	57.77M	766.49K	+1,100.11%
Jun 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.02%	1.57M	108.41M	157.06K	+11.12%
Jun 30, 2025	FIRST AMERICAN FINANCIAL CORP	0.03%	1.79M	123.7M	0	0
Jun 30, 2025	UNIVEST FINANCIAL CORP	0.03%	1.92M	132.85M	-38.58K	-1.97%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.17%	12.32M	851.11M	9.71M	+372.19%
Jun 30, 2025	LINCOLN NATIONAL CORP	0.02%	1.43M	98.87M	1.43M	+100.00%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.02%	1.46M	101.15M	-2.27K	-0.16%
Jun 30, 2025	SEI INVESTMENTS CO	0.02%	1.58M	109.32M	310.95K	+24.46%
Jun 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.02%	1.71M	118.21M	-86.61K	-4.82%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.75M	120.9M	112.56K	+6.88%
Jun 30, 2025	VERUS FINANCIAL PARTNERS, INC.	0.02%	1.08M	74.67M	-13.79K	-1.27%
Jun 30, 2025	COUNTRY CLUB BANK /GFN	0.02%	1.1M	75.9M	10.29K	+0.94%
Jun 30, 2025	GLEASON GROUP, INC.	0.02%	1.12M	77.31M	384.36K	+52.32%
Jun 30, 2025	ST. LOUIS TRUST CO	0.02%	1.12M	77.42M	77.96K	+7.48%
Jun 30, 2025	COLONY GROUP, LLC	0.02%	1.23M	85.02M	263.41K	+27.23%
Jun 30, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.02%	1.25M	86.53M	-78.86K	-5.92%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.02%	1.5M	103.85M	-179.68K	-10.68%
Jun 30, 2025	ZHANG FINANCIAL LLC	0.02%	1.56M	107.96M	92.14K	+6.27%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.02%	1.57M	108.33M	807.12K	+106.09%
Jun 30, 2025	CERITY PARTNERS LLC	0.02%	1.6M	110.35M	-68.57K	-4.12%
Jun 30, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.06%	4.14M	286.32M	58.12K	+1.42%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.01%	960.09K	74.48M	943.78K	+5,787.92%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	1.85M	127.68M	62.38K	+3.49%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.03%	2.33M	160.98M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.04%	2.61M	180.59M	67.47K	+2.65%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	3.07M	213.59M	204.64K	+7.13%
Jun 30, 2025	SIGNATUREFD, LLC	0.05%	3.21M	221.92M	39.56K	+1.25%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.05%	3.25M	224.44M	1.71M	+110.64%
Jun 30, 2025	LPL FINANCIAL LLC	0.05%	3.41M	235.45M	292.58K	+9.39%
Jun 30, 2025	UBS GROUP AG	0.05%	3.72M	256.97M	52.58K	+1.43%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.06%	4.02M	277.84M	821.78K	+25.68%
Jun 30, 2025	ROYAL BANK OF CANADA	0.06%	4.04M	279.15M	859.17K	+27.01%
Jun 30, 2025	JPMORGAN CHASE & CO	0.08%	5.55M	383.53M	4.37M	+370.99%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	6.41M	442.84M	-13.86K	-0.22%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.09%	6.42M	443.43M	517.91K	+8.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	12.55M	867.38M	-77.86K	-0.62%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	16.63M	1.15B	-7.26M	-30.40%
Jun 30, 2025	VANGUARD GROUP INC	1.15%	81.65M	5.64B	1.84M	+2.30%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.01%	935.65K	64.64M	-10.24K	-1.08%
Jun 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.02%	1.15M	79.19M	-50.32K	-4.21%
Jun 30, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.24M	85.83M	64.96K	+5.52%
Jun 30, 2025		0.01%	679.65K	46.96M	20.32K	+3.08%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.01%	716.21K	49.48M	-5.18K	-0.72%
Jun 30, 2025	SENTINEL TRUST CO LBA	0.02%	1.2M	82.81M	-86.61K	-6.74%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.01%	842.77K	58.23M	38.43K	+4.78%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	6.58M	454.41M	1.37M	+26.40%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.15%	10.44M	721.21M	182.85K	+1.78%
Jun 30, 2025	SAGEWORTH TRUST CO	0.06%	4.15M	286.71M	730.37K	+21.36%
Jun 30, 2025	MORGAN STANLEY	0.16%	11.36M	784.69B	1.46M	+14.71%
Jun 30, 2025	GREENWOOD GEARHART INC	0.01%	917.57K	63.39M	86.49K	+10.41%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	2.72M	187.7M	48.42K	+1.81%
Jun 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.93M	0	0
Jun 30, 2025	TOWNELEY CAPITAL MANAGEMENT, INC / DE	0.01%	812.87K	56.16M	-45.98K	-5.35%
Jun 30, 2025	SAM ADVISORS, LLC	0.01%	734.58K	50.75M	13.98K	+1.94%
Jun 30, 2025	BOGART WEALTH, LLC	0.01%	728.34K	50.32M	-1.16K	-0.16%
Jun 30, 2025	IEQ CAPITAL, LLC	0.01%	848.76K	58.64M	742.5K	+698.76%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	989.7K	68.38M	52.65K	+5.62%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.02%	1.29M	89.26B	-9.6K	-0.74%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.02%	1.37M	94.6M	-56.54K	-3.97%
Jun 30, 2025	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.02%	1.39M	96.3M	105.46K	+8.18%
Mar 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.02%	1.41M	87.75M	396.67K	+39.04%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.02%	1.16M	71.95M	-53.44K	-4.41%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	1.18M	73.19M	42.57K	+3.75%
Mar 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.02%	1.2M	74.3M	4.42K	+0.37%
Mar 31, 2025	SEI INVESTMENTS CO	0.02%	1.27M	78.95M	1.27M	+100.00%
Mar 31, 2025	SENTINEL TRUST CO LBA	0.02%	1.29M	79.81M	-12.01K	-0.93%
Mar 31, 2025	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.02%	1.29M	80.01M	120.38K	+10.31%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.02%	1.3M	80.83M	-87.48K	-6.30%
Mar 31, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.02%	1.33M	82.67M	-172.35K	-11.46%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.02%	1.47M	91.06M	145.1K	+10.98%
Mar 31, 2025	ZHANG FINANCIAL LLC	0.02%	1.47M	91.32M	198.84K	+15.64%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	1.54M	95.77M	-84.98K	-5.22%
Mar 31, 2025	UNIVEST FINANCIAL CORP	0.03%	1.96M	121.81M	-239.51K	-10.88%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.03%	2.2M	136.7M	2.2M	+100.00%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.03%	2.33M	145.65M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	2.55M	158.13M	32.22K	+1.28%
Mar 31, 2025	JANE STREET GROUP, LLC	0.04%	2.58M	160.51M	2.58M	+58,843.17%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.64M	101.68M	114.3K	+7.51%
Mar 31, 2025	CERITY PARTNERS LLC	0.02%	1.67M	103.42M	10.72K	+0.65%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.02%	1.68M	104.5M	-579.54K	-25.62%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	1.79M	110.89M	82.15K	+4.82%
Mar 31, 2025	FIRST AMERICAN FINANCIAL CORP	0.03%	1.79M	111.18M	-68.98K	-3.71%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	6.42M	398.89M	66.73K	+1.05%
Mar 31, 2025		0.19%	13.4M	837.67M	13.4M	+100.00%
Mar 31, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.03%	1.8M	111.63M	1.8M	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	2.67M	165.7M	-4.89K	-0.18%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	2.87M	178.17M	134.21K	+4.91%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	0.08%	5.9M	364.36M	271.91K	+4.83%
Mar 31, 2025	MORGAN STANLEY	0.14%	9.9M	614.84M	112.65K	+1.15%
Mar 31, 2025	VERUS FINANCIAL PARTNERS, INC.	0.02%	1.09M	66.51M	-19.76K	-1.78%
Mar 31, 2025	COUNTRY CLUB BANK /GFN	0.02%	1.09M	68.2M	46.75K	+4.48%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	1.1M	68.14M	-75.22K	-6.42%
Mar 31, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.18M	73.11M	71.33K	+6.45%
Mar 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.93M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.04%	3.12M	193.46M	102.58K	+3.40%
Mar 31, 2025	SIGNATUREFD, LLC	0.04%	3.17M	197.01M	87.87K	+2.85%
Mar 31, 2025	ROYAL BANK OF CANADA	0.04%	3.18M	197.56M	113.81K	+3.71%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.05%	3.2M	198.69M	-486.58K	-13.20%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.14%	10.26M	636.88M	5.46M	+113.88%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	12.63M	784.46M	190.54K	+1.53%
Mar 31, 2025	US BANCORP \DE\	0.2%	14.06M	873.18M	7.45M	+112.74%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	23.89M	1.48B	1.43M	+6.36%
Mar 31, 2025	VANGUARD GROUP INC	1.13%	79.82M	4.96B	4.44M	+5.89%
Mar 31, 2025	LINDBROOK CAPITAL, LLC	0.02%	1.24M	77.26M	19.9K	+1.63%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.04%	2.61M	162.01M	-94.86K	-3.51%
Mar 31, 2025	SAGEWORTH TRUST CO	0.05%	3.42M	212.35M	31.28K	+0.92%
Mar 31, 2025	UBS GROUP AG	0.05%	3.67M	227.71M	31.77K	+0.87%
Mar 31, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.06%	4.09M	253.75M	2.16M	+112.57%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	5.2M	323.12M	257.79K	+5.21%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.02%	1.43M	88.54M	-85.53K	-5.66%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.16%	11.66M	703.14M	-108.25K	-0.92%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.02%	1.38M	83.42M	88.07K	+6.80%
Mar 31, 2024	SAGEWORTH TRUST CO	0.05%	3.37M	203.47M	35.21K	+1.05%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.07%	5.04M	303.83M	2M	+66.02%
Mar 31, 2024	HB WEALTH MANAGEMENT, LLC	0.08%	5.11M	306.45M	105.92K	+2.12%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	6.58M	396.81M	363.74K	+5.85%
Mar 31, 2024	ST. LOUIS TRUST CO	0.01%	861.64K	51.8M	24.51K	+2.93%
Mar 31, 2024	CHARTER OAK CAPITAL MANAGEMENT, LLC	0.01%	899.12K	54.22M	118.69K	+15.21%
Mar 31, 2024	CERITY PARTNERS LLC	0.01%	958.7K	57.54M	-27.45M	-96.63%
Mar 31, 2024	CETERA ADVISORS LLC	0.01%	969.08K	58.44M	326.87K	+50.90%
Mar 31, 2024	VERUS FINANCIAL PARTNERS, INC.	0.01%	991.11K	59.76M	34.35K	+3.59%
Mar 31, 2024	ANGELES INVESTMENT ADVISORS, LLC	0.01%	997.88K	60.17M	-26.62K	-2.60%
Mar 31, 2024	ZHANG FINANCIAL LLC	0.02%	1.02M	61.53M	110.48K	+12.14%
Mar 31, 2024	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.04M	62.51M	-9.47K	-0.91%
Mar 31, 2024	COUNTRY CLUB BANK /GFN	0.02%	1.05M	63.12M	4.5K	+0.43%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.02%	1.05M	63.21M	82.44K	+8.54%
Mar 31, 2024	VESTMARK ADVISORY SOLUTIONS, INC.	0.02%	1.07M	64.3M	347.73K	+48.39%
Mar 31, 2024	SUNFLOWER BANK, N.A.	0.02%	1.08M	65.39M	13.84K	+1.29%
Mar 31, 2024	BRICKTOWN CAPITAL, LLC	0.02%	1.12M	67.34M	1.12M	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.22M	73.54M	-2.66M	-68.56%
Mar 31, 2024	SENTINEL TRUST CO LBA	0.02%	1.13M	68.26M	69.15K	+6.51%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	1.22M	73.86M	-62.22K	-4.83%
Mar 31, 2024	BOGART WEALTH, LLC	0.02%	1.14M	68.98M	13.47K	+1.19%
Mar 31, 2024	GIRARD PARTNERS LTD.	0.02%	1.21M	73.08M	258.44K	+27.10%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.02%	1.34M	80.79M	180.46K	+15.57%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.02%	1.36M	81.78M	209.54K	+18.27%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.02%	1.3M	78.62M	-229.13K	-14.95%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.02%	1.38M	83.12M	1.18M	+602.76%
Mar 31, 2024	CAPSTONE FINANCIAL ADVISORS, INC.	0.02%	1.49M	90.05M	46.89K	+3.24%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.03%	1.96M	169.93M	1.85M	+1,745.85%
Mar 31, 2024	GLOBAL ENDOWMENT MANAGEMENT, LP	0.03%	2.14M	129.33M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	2.33M	140.63M	88.23K	+3.93%
Mar 31, 2024	LPL FINANCIAL LLC	0.03%	2.43M	146.58M	-122.74K	-4.81%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.03%	2.28M	137.47M	107.62K	+4.95%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.04%	2.44M	146.93M	85.49K	+3.64%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.04%	2.48M	149.64M	10.65K	+0.43%
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	2.77M	167.28M	146.29K	+5.57%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	2.59M	156.18M	-459	-0.02%
Mar 31, 2024	SIGNATUREFD, LLC	0.04%	2.86M	172.73M	2.31M	+419.22%
Mar 31, 2024	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.93M	-350	-0.01%
Mar 31, 2024	UBS GROUP AG	0.04%	3.29M	198.57M	-14.8K	-0.45%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.06%	4.14M	249.59M	1.03M	+32.94%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.06%	4.19M	252.7M	84.83K	+2.07%
Mar 31, 2024	US BANCORP \DE\	0.2%	14.54M	877.03M	-324.79K	-2.18%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.22%	16.41M	989.79M	4.74M	+40.60%
Mar 31, 2024	ROBLE, BELKO & COMPANY, INC	0.01%	774.1K	46.68M	108.21K	+16.25%
Mar 31, 2024	TOWNELEY CAPITAL MANAGEMENT, INC / DE	0.01%	777.03K	46.85M	12.49K	+1.63%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	782.37K	47.18M	73.05K	+10.30%
Mar 31, 2024	UNIVEST FINANCIAL CORP	0.01%	789.27K	47.59M	58.33K	+7.98%
Mar 31, 2024	VANGUARD GROUP INC	0.66%	48.42M	2.92B	10.68M	+28.30%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	795K	47.94M	795K	+100.00%
Mar 31, 2024	HAVERFORD TRUST CO	0.01%	832.37K	50.19M	-359.12K	-30.14%
Mar 31, 2024	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	853.45K	51.46M	207.14K	+32.05%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.01%	859.99K	51.86M	-19.12K	-2.17%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0.02%	1.26M	75.87M	-32.4K	-2.51%
Mar 31, 2024	FIRST AMERICAN FINANCIAL CORP	0.03%	1.92M	115.94M	-112.26K	-5.52%
Mar 31, 2024	OIKOS HOLDINGS LLC	0.03%	1.94M	117.16M	34.7K	+1.82%
Mar 31, 2024	MORGAN STANLEY	0.13%	9.23M	556.51M	22.3K	+0.24%
Dec 31, 2023	BOGART WEALTH, LLC	0.02%	1.13M	65.52M	1.17K	+0.10%
Dec 31, 2023	INDEPENDENT ADVISOR ALLIANCE	0.02%	1.1M	61.31M	568.1K	+107.11%
Dec 31, 2023	US BANCORP \DE\	0.22%	14.87M	861.82M	14.78M	+16,265.34%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.17%	11.77M	682.12M	167.77K	+1.45%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.17%	11.67M	676.66M	496.96K	+4.45%
Dec 31, 2023	MORGAN STANLEY	0.13%	9.21M	533.62M	168.98K	+1.87%
Dec 31, 2023	GRANITE BAY WEALTH MANAGEMENT, LLC	0.11%	7.83M	428.28M	905.09K	+13.06%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	6.22M	360.33M	-78.79K	-1.25%
Dec 31, 2023	HB WEALTH MANAGEMENT, LLC	0.07%	5.01M	288.59M	8.55K	+0.17%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.06%	4.11M	237.98M	309.89K	+8.16%
Dec 31, 2023	VANGUARD GROUP INC	0.55%	37.74M	2.19B	10.43M	+38.19%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.06%	3.88M	224.81M	-1.07M	-21.55%
Dec 31, 2023	SAGEWORTH TRUST CO	0.05%	3.34M	193.53M	-122.69K	-3.54%
Dec 31, 2023	UBS GROUP AG	0.05%	3.31M	191.72M	94.4K	+2.94%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.05%	3.11M	180.57M	-13.1K	-0.42%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.04%	3.04M	175.91M	23.14K	+0.77%
Dec 31, 2023	WELLSPRING FINANCIAL ADVISORS, LLC	0.04%	2.93M	2.95M	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	2.63M	152.31M	177.94K	+7.26%
Dec 31, 2023	CERITY PARTNERS LLC	0.41%	28.41M	55.88M	26.99M	+1,900.34%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	2.59M	150.15M	54.9K	+2.17%
Dec 31, 2023	LPL FINANCIAL LLC	0.04%	2.55M	148.01M	19.92K	+0.79%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.04%	2.47M	143.22M	-40.94K	-1.63%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.03%	2.35M	136.28M	85.9K	+3.79%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.03%	2.34M	135.41M	2.34M	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.03%	2.24M	130.06M	147.89K	+7.06%
Dec 31, 2023		0.03%	2.17M	125.9M	98.75K	+4.76%
Dec 31, 2023	GLOBAL ENDOWMENT MANAGEMENT, LP	0.03%	2.14M	124.31M	-6.62K	-0.31%
Dec 31, 2023	FIRST AMERICAN FINANCIAL CORP	0.03%	2.04M	117.95M	2.04M	+100.00%
Dec 31, 2023	OIKOS HOLDINGS LLC	0.03%	1.91M	110.6M	992.7K	+108.43%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.02%	1.53M	88.85M	79.17K	+5.45%
Dec 31, 2023	CAPSTONE FINANCIAL ADVISORS, INC.	0.02%	1.45M	83.83M	55.54K	+3.99%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.02%	1.3M	75.08M	3.92K	+0.30%
Dec 31, 2023	LINDBROOK CAPITAL, LLC	0.02%	1.29M	74.8M	-14.29K	-1.10%
Dec 31, 2023	JANE STREET GROUP, LLC	0.01%	848.59K	49.18M	-719.67K	-45.89%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.01%	848.59K	49.18M	-107K	-11.20%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.01%	879.11K	50.95M	90.94K	+11.54%
Dec 31, 2023	ZHANG FINANCIAL LLC	0.01%	909.98K	52.74M	63.85K	+7.55%
Dec 31, 2023	GIRARD PARTNERS LTD.	0.01%	953.54K	55.27M	16.29K	+1.74%
Dec 31, 2023	VERUS FINANCIAL PARTNERS, INC.	0.01%	956.76K	54.71M	25.58K	+2.75%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.01%	965.84K	55.98M	38.99K	+4.21%
Dec 31, 2023	ANGELES INVESTMENT ADVISORS, LLC	0.01%	1.02M	59.38M	22.08K	+2.20%
Dec 31, 2023	FIRST ASCENT ASSET MANAGEMENT, LLC	0.02%	1.04M	60M	66.68K	+6.88%
Dec 31, 2023	COUNTRY CLUB BANK /GFN	0.02%	1.04M	60.37M	-578	-0.06%
Dec 31, 2023	ANGELES WEALTH MANAGEMENT, LLC	0.02%	1.05M	60.63M	69.22K	+7.09%
Dec 31, 2023	SENTINEL TRUST CO LBA	0.02%	1.06M	61.6M	33.46K	+3.25%
Dec 31, 2023	SUNFLOWER BANK, N.A.	0.02%	1.07M	62.05M	54.32K	+5.35%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.02%	1.29M	74.6M	62K	+5.06%
Dec 31, 2023	HAVERFORD TRUST CO	0.02%	1.19M	69.06M	443.11K	+59.21%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.02%	1.16M	67.18M	-291.04K	-20.07%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.02%	1.15M	66.46M	-272.48K	-19.20%

Frequently Asked Questions