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

Who are the major shareholders selling SPDR FTSE International Government Inflation-Protected Bond ETF stock?

GUGGENHEIM CAPITAL LLC, in the last quarter, reduced its stake in WIP by -10.98% restricting it's holding to 20.95 thousand shares of worth nearly $825.38K. EMPIRICAL ASSET MANAGEMENT, LLC also lessened -11.08% of the WIP shares from its portfolio, reducing its holding to 9.73 thousand shares of worth $383.11K. LPL FINANCIAL LLC also shunned WIP shares holding by -26.78% last quarter which brought its holding to 119.55 thousand shares worth $4.71M.

Investors who are buying WIP stock?

As per its latest 13F filing, FIRST TRUST ADVISORS LP increased its stake in WIP by 100% in the last quarter. The institutional holder raised its holding to 45.74 thousand shares having worth more than $1.80M. COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC also added 19.55% more shares of WIP to its portfolio, raising its holding to 45.18 thousand shares of worth $1.78M. FIG FINANCIAL ADVISORY SERVICES INC /ADV also increased its WIP shares holding by 195.3% which brought its holding to 44.68 thousand shares worth $1.76M.

WIP's major insiders: who are they?

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

Did an insider recently sell WIP stock?

Company executives, directors, and other insiders own N/A percent of SPDR FTSE International Government Inflation-Protected Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which WIP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

How much of WIP does insiders own?

Around 0 SPDR FTSE International Government Inflation-Protected Bond ETF shares are held by insiders, which represents about N/A of WIP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in WIP?

FIRST TRUST ADVISORS LP is the largest institutional owner in WIP which holds 45.74 thousand shares worth $1.80M or 0.35% of the total WIP shares outstanding followed by COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC with ownership of 45.18 thousand shares representing 0.34% of the WIP ownership. FIG FINANCIAL ADVISORY SERVICES INC /ADV is the third largest stakeholder with 44.68 thousand shares or 0.34% of the ownership worth more than $1.76M.

Is there a short position on WIP's shares?

Number of WIP 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 WIP shares are there?

As of today, null shares of WIP are outstanding.

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

WIP 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 WIP is null.

SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) insider trading activity: Get Latest News Today

Q: Which insider recently purchased WIP stock?

There have been 0 transaction(s) during the past 6-months in which SPDR FTSE International Government Inflation-Protected Bond ETF insiders have bought stock, totalling 0 shares

Q: Is SPDR FTSE International Government Inflation-Protected Bond 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 WIP is concerned, it is a stock which is optionable.

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. FIRST TRUST ADVISORS LP is the top corporate investor, holding 45.74K shares valued at $1.80M. A 0.35% stake in SPDR FTSE International Government Inflation-Protected Bond ETF is owned by the company. COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC owns 45.18K shares valued at $1.78M, which translates its holding of 0.34% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.35%	45.74K	1.8M	45.74K	+100.00%
Jun 30, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.34%	45.18K	1.78M	7.39K	+19.55%
Jun 30, 2026	FIG FINANCIAL ADVISORY SERVICES INC /ADV	0.34%	44.68K	1.76M	29.55K	+195.30%
Jun 30, 2026	SIDOXIA CAPITAL MANAGEMENT, LLC	0.29%	38.46K	1.51M	1.45K	+3.92%
Jun 30, 2026	MOUNT LUCAS MANAGEMENT LP	0.17%	22.77K	896.83K	630	+2.85%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	0.16%	20.95K	825.38K	-2.59K	-10.98%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.13%	17.49K	689K	551	+3.25%
Jun 30, 2026	BRISTLECONE VALUE PARTNERS, LLC	0.11%	14.87K	585.77K	2.83K	+23.49%
Jun 30, 2026	HYUNDAI INVESTMENTS CO., LTD.	0.11%	14.54K	571.69K	5.84K	+67.12%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.11%	14.18K	558.47K	1.38K	+10.74%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	30.05K	1.18M	30.05K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	13.8K	543.38K	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	13.02K	512.93K	13.02K	+100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.09%	11.66K	459K	11.66K	+100.00%
Jun 30, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.07%	9.73K	383.11K	-1.21K	-11.08%
Jun 30, 2026	DESTINATION WEALTH MANAGEMENT	0.05%	6.73K	265.25K	6.73K	+100.00%
Jun 30, 2026	IDAHO TRUST BANK	0.48%	63.02K	2.48M	1.51K	+2.45%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.52%	68.12K	2.68M	68.12K	+100.00%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.59%	76.83K	3.03M	4.36K	+6.01%
Jun 30, 2026	LIFETIME WEALTH MANAGEMENT P.C.	0.72%	94.78K	3.73M	17.39K	+22.47%
Jun 30, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.77%	100.31K	3.91M	2.88K	+2.95%
Jun 30, 2026	LEUTHOLD GROUP, LLC	0.84%	110.14K	4.34M	110.14K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.9%	117.89K	4.64M	30.65K	+35.14%
Jun 30, 2026	LPL FINANCIAL LLC	0.91%	119.55K	4.71M	-43.72K	-26.78%
Jun 30, 2026	MORGAN STANLEY	1.13%	148.32K	5.84M	11.57K	+8.46%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.31%	171.11K	6.74M	17.05K	+11.07%
Jun 30, 2026	UBS GROUP AG	1.53%	200.27K	7.89M	70.31K	+54.10%
Jun 30, 2026	INTEGRATED ADVISORS NETWORK LLC	0.05%	6.96K	273.96K	6.96K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	9.43K	371.52K	948	+11.17%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.08%	10.48K	412.78K	10.48K	+100.00%
Jun 30, 2026	CALTON & ASSOCIATES, INC.	0.09%	11.53K	454.07K	-1.99K	-14.73%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.1%	13.62K	536.38K	13.62K	+100.00%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	1.53%	200.38K	7.89M	2.54K	+1.28%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.91%	249.62K	9.83M	214.9K	+618.98%
Jun 30, 2026	LBJ FAMILY WEALTH ADVISORS, LTD.	1.91%	250.21K	9.84M	829	+0.33%
Jun 30, 2026	GENTRUST, LLC	2.06%	269.31K	10.61M	0	0
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	3.06%	401.51K	15.82M	-62.14K	-13.40%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.5%	457.93K	18.04M	38.95K	+9.30%
Jun 30, 2026	STATE STREET CORP	5.93%	776.97K	30.6M	-1.39M	-64.21%
Jun 30, 2026	JANE STREET GROUP, LLC	6.51%	852.76K	33.59M	852.76K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.22%	29.11K	1.15M	10.9K	+59.86%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.13%	16.65K	655.8K	16.65K	+100.00%
Jun 30, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.12%	16.3K	642.04K	16.19K	+14,717.27%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.28%	36.2K	1.43M	-12.52K	-25.69%
Jun 30, 2026	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.05%	7.12K	280.26K	-8	-0.11%
Jun 30, 2026	4THOUGHT FINANCIAL GROUP INC.	0.06%	7.41K	291.77K	365	+5.18%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	7.88K	310.28K	7.88K	+100.00%
Jun 30, 2026	BAKER ELLIS ASSET MANAGEMENT LLC	0.06%	8K	315.12K	1K	+14.29%
Jun 30, 2026	BRIGHTON JONES LLC	0.06%	8.25K	325.09K	170	+2.10%
Jun 30, 2026	ROYAL BANK OF CANADA	0.24%	31.74K	1.25M	351	+1.12%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.01%	1.43K	55.95K	-172	-10.74%
Mar 31, 2026		0.04%	5.77K	228.32K	84	+1.48%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.18%	23.54K	932.14K	-4.58K	-16.29%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.22%	29.22K	1.16M	29.22K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	960	37.42K	100	+11.63%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.01%	1.63K	64.47K	1.63K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.81K	71.68K	0	0
Mar 31, 2026	TRUST CO OF TOLEDO NA /OH/	0.02%	2.08K	82.49K	0	0
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.1%	12.8K	504.31K	12.8K	+100.00%
Mar 31, 2026	CALTON & ASSOCIATES, INC.	0.1%	13.52K	535.37K	3	+0.02%
Mar 31, 2026	ROYAL BANK OF CANADA	0.24%	31.38K	1.24M	-2	-0.01%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.27%	34.72K	1.37M	19.2K	+123.68%
Mar 31, 2026	LPL FINANCIAL LLC	1.25%	163.27K	6.47M	68.8K	+72.82%
Mar 31, 2026	LBJ FAMILY WEALTH ADVISORS, LTD.	1.9%	249.38K	9.72M	330	+0.13%
Mar 31, 2026	BRIGHTON JONES LLC	0.06%	8.08K	320.08K	8.08K	+100.00%
Mar 31, 2026	MONTAG A & ASSOCIATES INC	0%	0	-	-326	-100.00%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-415	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-158.43K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-1.37K	-100.00%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0%	0	-	-25	-100.00%
Mar 31, 2026	ECIO, INC.	0%	0	-	-1.47K	-100.00%
Mar 31, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0%	0	-	-4.04K	-100.00%
Mar 31, 2026	SYKON CAPITAL LLC	0%	0	-	-64.06K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.14%	18.21K	721.12K	6.52K	+55.76%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.13%	16.94K	671K	0	0
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.55%	72.48K	2.87M	72.48K	+100.00%
Mar 31, 2026	IDAHO TRUST BANK	0.47%	61.51K	2.44M	1.61K	+2.69%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.37%	48.72K	1.93M	-50.06K	-50.68%
Mar 31, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.29%	37.79K	1.5M	2.33K	+6.57%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.18%	154.06K	6.1M	10.16K	+7.06%
Mar 31, 2026	MOUNT LUCAS MANAGEMENT LP	0.17%	22.14K	876.67K	900	+4.24%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	4.45K	176.06K	-399	-8.24%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	13.8K	546.28K	-1.94K	-12.31%
Mar 31, 2026	UBS GROUP AG	0.99%	129.96K	5.15M	9.86K	+8.21%
Mar 31, 2026	GENTRUST, LLC	2.06%	269.31K	10.66M	-5.95K	-2.16%
Mar 31, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.74%	97.44K	3.84M	13.07K	+15.49%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.67%	87.23K	3.45M	224	+0.26%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	1.51%	197.84K	7.83M	60.42K	+43.97%
Mar 31, 2026	ALPHACENTRIC ADVISORS LLC	0.02%	3.24K	128.46K	230	+7.63%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	3.54%	463.65K	18.36M	141.64K	+43.99%
Mar 31, 2026	APS MANAGEMENT GROUP, INC.	0.04%	5.77K	228.32K	84	+1.48%
Mar 31, 2026	ADALTA CAPITAL MANAGEMENT LLC	0.05%	6K	237.6K	6K	+100.00%
Mar 31, 2026	TWO SIGMA SECURITIES, LLC	0.05%	6.02K	238.27K	6.02K	+100.00%
Mar 31, 2026	BAKER ELLIS ASSET MANAGEMENT LLC	0.05%	7K	277.2K	7K	+100.00%
Mar 31, 2026	BRISTLECONE VALUE PARTNERS, LLC	0.09%	12.04K	476.86K	659	+5.79%
Mar 31, 2026	LEXINGTON HILL PARTNERS, LLC	0.11%	14.41K	570.64K	69	+0.48%
Mar 31, 2026	FIG FINANCIAL ADVISORY SERVICES INC /ADV	0.12%	15.13K	599.14K	15.13K	+100.00%
Mar 31, 2026	SIDOXIA CAPITAL MANAGEMENT, LLC	0.28%	37.01K	1.47M	37.01K	+100.00%
Mar 31, 2026	LIFETIME WEALTH MANAGEMENT P.C.	0.59%	77.39K	3.06M	1.66K	+2.20%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	6.15K	241.94K	-50	-0.81%
Mar 31, 2026	RFG ADVISORY, LLC	0.05%	6.49K	256.85K	23	+0.36%
Mar 31, 2026	SUMMIT GLOBAL INVESTMENTS	0.05%	6.73K	267K	0	0
Mar 31, 2026	4THOUGHT FINANCIAL GROUP INC.	0.05%	7.04K	278.86K	-428	-5.73%
Mar 31, 2026	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.05%	7.12K	282.07K	7.12K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	8.48K	335.97K	-686	-7.48%
Mar 31, 2026	HYUNDAI INVESTMENTS CO., LTD.	0.07%	8.7K	339.2K	-2.61K	-23.07%
Mar 31, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.08%	10.94K	433.15K	-610	-5.28%
Mar 31, 2026	MORGAN STANLEY	1.04%	136.75K	5.42M	1.01K	+0.74%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.2%	418.98K	16.59M	326.74K	+354.26%
Mar 31, 2026	STATE STREET CORP	16.57%	2.17M	85.96M	1.41M	+185.35%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.02%	2.04K	80.84K	-336	-14.14%
Mar 31, 2026	FIFTH THIRD BANCORP	0%	509	20.16K	509	+100.00%
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	0%	366	14.48K	2	+0.55%
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	350	13.86K	0	0
Mar 31, 2026	PFLUG KOORY, LLC	0%	102	4.04K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	100	3.96K	0	0
Mar 31, 2026	KEY FINANCIAL INC	0%	99	3.92K	0	0
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	78	3.09K	0	0
Mar 31, 2026	QUEST 10 WEALTH BUILDERS, INC.	0%	9	356	0	0
Mar 31, 2026	KILTER GROUP LLC	0%	4	139	0	0
Dec 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.09%	7.47K	294.25K	-1.21K	-13.98%
Dec 31, 2025	JANE STREET GROUP, LLC	1.83%	158.43K	6.24M	83.04K	+110.16%
Dec 31, 2025	IDAHO TRUST BANK	0.69%	59.9K	2.36M	-58.94K	-49.59%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	8.6K	338.83K	1.08K	+14.31%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	2.92K	114.91K	10	+0.34%
Dec 31, 2025	TRUST CO OF TOLEDO NA /OH/	0.02%	2.08K	82.05K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.81K	71.3K	200	+12.42%
Dec 31, 2025	BARCLAYS PLC	0%	203	8M	203	+100.00%
Dec 31, 2025	PFLUG KOORY, LLC	0%	102	4.02K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	100	3.94M	0	0
Dec 31, 2025	KEY FINANCIAL INC	0%	99	3.9K	0	0
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	78	3.07K	0	0
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	25	985	-70	-73.68%
Dec 31, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	9	355	0	0
Dec 31, 2025	BREAKWATER INVESTMENT MANAGEMENT	0%	5	197	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	1	39	1	+100.00%
Dec 31, 2025	CITIGROUP INC	0%	0	-	-1.21K	-100.00%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0%	0	-	-4.64K	-100.00%
Dec 31, 2025	BRIGHTON JONES LLC	0%	0	-	-7.95K	-100.00%
Dec 31, 2025	CWM, LLC	0%	0	-	-14	-100.00%
Dec 31, 2025	RETIREMENT CAPITAL STRATEGIES	0.07%	6.83K	268.96K	6.83K	+100.00%
Dec 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.05%	4.04K	159.29K	0	0
Dec 31, 2025	ALPHACENTRIC ADVISORS LLC	0.03%	3.01K	118.72K	3.01K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	860	33.88K	-42	-4.66%
Dec 31, 2025	COMERICA BANK	0.01%	509	20.05K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	415	16.35K	0	0
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0%	364	14.33K	364	+100.00%
Dec 31, 2025	SYKON CAPITAL LLC	0.69%	64.06K	2.52M	-22.24K	-25.77%
Dec 31, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.92%	84.36K	3.32M	1.28K	+1.54%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1%	92.23K	3.63M	-21.09K	-18.61%
Dec 31, 2025	LPL FINANCIAL LLC	1.02%	94.47K	3.72M	9.73K	+11.48%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.07%	98.78K	3.89M	98.78K	+100.00%
Dec 31, 2025	UBS GROUP AG	1.3%	120.1K	4.73M	22.9K	+23.56%
Dec 31, 2025	MORGAN STANLEY	1.47%	135.75K	5.35M	-9.65K	-6.64%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	1.49%	137.42K	5.41M	450	+0.33%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.56%	143.9K	5.67M	3.26K	+2.32%
Dec 31, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	2.87%	249.05K	9.81M	2.62K	+1.06%
Dec 31, 2025	GENTRUST, LLC	3.17%	275.26K	10.84M	-32.52K	-10.57%
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	3.49%	322.01K	12.68M	13.42K	+4.35%
Dec 31, 2025	RESURGENT FINANCIAL ADVISORS LLC	0%	0	-	-11.2K	-100.00%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0%	0	-	-69.51K	-100.00%
Dec 31, 2025	ADDISON CAPITAL CO	0%	0	-	-6.32K	-100.00%
Dec 31, 2025	STATE STREET CORP	8.26%	760.7K	29.96M	-1.54K	-0.20%
Dec 31, 2025	MONTAG A & ASSOCIATES INC	0%	326	12.84K	0	0
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	350	13.79K	350	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	6.2K	244.64K	-434	-6.55%
Dec 31, 2025	RFG ADVISORY, LLC	0.07%	6.46K	254.57K	-2.73K	-29.67%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	9.17K	361.21K	-5.86K	-39.00%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.11%	10.28K	404.89K	10.28K	+100.00%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.13%	11.55K	454.87K	-1.33K	-10.35%
Dec 31, 2025	CITADEL ADVISORS LLC	0.08%	7K	275.73K	-3K	-30.00%
Dec 31, 2025	CALTON & ASSOCIATES, INC.	0.15%	13.52K	532.39K	-193	-1.41%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	15.52K	611.4K	-1.46K	-8.62%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	15.73K	619.68K	-1.08K	-6.42%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.18%	16.94K	667K	2.3K	+15.74%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.23%	21.25K	837K	21.25K	+100.00%
Dec 31, 2025	MOUNT LUCAS MANAGEMENT LP	0.24%	21.24K	836.57K	682	+3.32%
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	31.39K	1.24M	1.1K	+3.64%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.41%	35.46K	1.4M	2.13K	+6.40%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	1.37K	53.89K	1.37K	+100.00%
Dec 31, 2025	ECIO, INC.	0.02%	1.47K	57.9K	1.47K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.6K	63.1K	1.03K	+181.55%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.03%	2.38K	93.63K	-578	-19.56%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	4.84K	190.84K	-135	-2.71%
Dec 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.07%	6.73K	265K	2	+0.03%
Dec 31, 2025	HYUNDAI INVESTMENTS CO., LTD.	0.12%	11.31K	445.65K	11.31K	+100.00%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.31%	28.12K	1.11M	-587	-2.04%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.94%	87.01K	3.43M	4.33K	+5.23%
Dec 31, 2025		0.07%	5.68K	223.77K	123	+2.21%
Sep 30, 2025	STATE STREET CORP	8.63%	762.23K	29.89M	-851.93K	-52.78%
Sep 30, 2025	GENTRUST, LLC	3.49%	307.79K	12.07M	8K	+2.67%
Sep 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	133	5.2K	-11	-7.64%
Sep 30, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	2.79%	246.43K	9.66M	4.38K	+1.81%
Sep 30, 2025	CITADEL ADVISORS LLC	0.11%	10K	392.1K	10K	+100.00%
Sep 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-121	-100.00%
Sep 30, 2025	CHOATE INVESTMENT ADVISORS	0%	0	-	-923	-100.00%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-350	-100.00%
Sep 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0%	5	197	0	0
Sep 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	9	353	0	0
Sep 30, 2025	CWM, LLC	0%	14	1K	-64	-82.05%
Sep 30, 2025	CITIGROUP INC	0.01%	1.21K	47.25K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	95	3.73K	95	+100.00%
Sep 30, 2025	KEY FINANCIAL INC	0%	99	3.88K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	100	3.92K	-47	-31.97%
Sep 30, 2025	PFLUG KOORY, LLC	0%	102	4K	0	0
Sep 30, 2025	ADDISON CAPITAL CO	0.07%	6.32K	247.61K	-1.07K	-14.44%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	6.63K	258.86K	205	+3.19%
Sep 30, 2025	BRIGHTON JONES LLC	0.09%	7.95K	311.79K	165	+2.12%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	15.03K	585.07K	-1.31K	-8.03%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	16.81K	659K	443	+2.71%
Sep 30, 2025		0.06%	5.56K	217.94K	5.56K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	16.99K	666.01K	665	+4.07%
Sep 30, 2025	MORGAN STANLEY	1.65%	145.39K	5.7M	1.62K	+1.12%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	3.5%	308.59K	12.1M	7.94K	+2.64%
Sep 30, 2025	FOREFRONT WEALTH PARTNERS, LLC	2.6%	229.94K	9.02M	229.94K	+100.00%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	1.55%	136.97K	5.37M	24.95K	+22.27%
Sep 30, 2025	IDAHO TRUST BANK	1.35%	118.84K	4.66M	-12.73K	-9.67%
Sep 30, 2025	LPL FINANCIAL LLC	0.96%	84.74K	3.32M	11.71K	+16.04%
Sep 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.94%	83.09K	3.24M	-1.3K	-1.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.94%	82.68K	3.24M	9.86K	+13.54%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.79%	69.51K	2.73M	-21.53K	-23.65%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.33%	28.71K	1.13M	-10.5K	-26.79%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.17%	14.64K	574K	-18	-0.12%
Sep 30, 2025	RFG ADVISORY, LLC	0.1%	9.19K	360.36K	122	+1.35%
Sep 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.1%	8.68K	340.49K	10	+0.12%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	7.53K	295.06K	1.69K	+28.87%
Sep 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.08%	6.73K	264K	-40	-0.59%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	4.98K	195.23K	4.98K	+100.00%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.05%	4.64K	181.9K	-3.95K	-45.97%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	2.91K	113.99K	10	+0.35%
Sep 30, 2025	TRUST CO OF TOLEDO NA /OH/	0.02%	2.08K	81.67K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.61K	63.13K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	902	35.37K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	569	22.15K	141	+32.94%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	415	16.27K	0	0
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0%	326	12.78K	0	0
Sep 30, 2025	MOUNT LUCAS MANAGEMENT LP	0.23%	20.56K	806K	1.06K	+5.41%
Sep 30, 2025	ROYAL BANK OF CANADA	0.34%	30.29K	1.19M	3.07K	+11.30%
Sep 30, 2025	SYKON CAPITAL LLC	0.98%	86.3K	3.38M	-51.98K	-37.59%
Sep 30, 2025	UBS GROUP AG	1.1%	97.2K	3.81M	191	+0.20%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.28%	113.32K	4.44M	-34.14K	-23.15%
Sep 30, 2025	COMERICA BANK	0.01%	509	19.96K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	2.96K	115.87K	-943	-24.19%
Sep 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.05%	4.04K	158.57K	0	0
Sep 30, 2025	RESURGENT FINANCIAL ADVISORS LLC	0.13%	11.2K	439.15K	11.2K	+100.00%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.15%	12.88K	505.06K	498	+4.02%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.16%	13.71K	537.52K	5.03K	+57.92%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.38%	33.33K	1.31M	2.77K	+9.08%
Sep 30, 2025	JANE STREET GROUP, LLC	0.85%	75.38K	2.96M	75.38K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.59%	140.64K	5.51M	-6.52K	-4.43%
Jun 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.04%	4.04K	161.28K	-2.8K	-40.87%
Jun 30, 2025	ECIO, INC.	0%	0	-	-1.46K	-100.00%
Jun 30, 2025	CONTINUUM ADVISORY, LLC	0%	0	-	-430	-100.00%
Jun 30, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.87%	84.39K	3.35M	-1.44K	-1.68%
Jun 30, 2025	CHOATE INVESTMENT ADVISORS	0.01%	923	36.79K	923	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	428	16.93K	428	+100.00%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0%	326	13K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0%	0	-	-71.38K	-100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0%	0	-	-50	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-10	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-18.15K	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-163	-100.00%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0%	0	-	-1.82K	-100.00%
Jun 30, 2025	PARK PLACE CAPITAL CORP	0%	0	-	-1	-100.00%
Jun 30, 2025	MORGAN STANLEY	1.49%	143.78K	5.73B	-6.68K	-4.44%
Jun 30, 2025	ROYAL BANK OF CANADA	0.28%	27.21K	1.09M	647	+2.44%
Jun 30, 2025		0.32%	30.56K	1.22M	787	+2.64%
Jun 30, 2025	PFLUG KOORY, LLC	0%	102	4.07K	0	0
Jun 30, 2025	KEY FINANCIAL INC	0%	99	3.95K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	78	3.11K	0	0
Jun 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0%	5	200	0	0
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	3.11%	300.65K	11.99M	6.37K	+2.16%
Jun 30, 2025	GENTRUST, LLC	3.1%	299.79K	11.96M	-12.22K	-3.92%
Jun 30, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	2.51%	242.04K	9.65M	3.24K	+1.36%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.53%	147.46K	5.88M	-10.88K	-6.87%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.52%	147.16K	5.87M	10.2K	+7.45%
Jun 30, 2025	FAMILY FIRM, INC.	1.52%	146.47K	5.84M	6.64K	+4.75%
Jun 30, 2025	SYKON CAPITAL LLC	1.43%	138.27K	5.51M	138.27K	+100.00%
Jun 30, 2025	IDAHO TRUST BANK	1.36%	131.56K	5.25M	29.43K	+28.82%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	1.16%	112.02K	4.47M	16.15K	+16.85%
Jun 30, 2025	UBS GROUP AG	1%	97.01K	3.87M	2.38K	+2.52%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.94%	91.04K	3.65M	2.91K	+3.30%
Jun 30, 2025	LPL FINANCIAL LLC	0.76%	73.03K	2.91M	14.57K	+24.92%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.41%	39.21K	1.56M	6.09K	+18.37%
Jun 30, 2025	MOUNT LUCAS MANAGEMENT LP	0.2%	19.5K	777.7K	8.81K	+82.37%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	16.35K	651.89K	19	+0.12%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	16.37K	653K	16.37K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	16.32K	650.88K	1.18K	+7.82%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.09%	8.59K	342.41K	-3.17K	-26.93%
Jun 30, 2025	BRIGHTON JONES LLC	0.08%	7.79K	310.53K	135	+1.76%
Jun 30, 2025	ADDISON CAPITAL CO	0.08%	7.38K	294.35K	422	+6.06%
Jun 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.07%	6.77K	270K	1	+0.01%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	6.42K	253.93K	6.42K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	5.84K	232.86K	-13.68K	-70.09%
Jun 30, 2025	CITIGROUP INC	0.01%	1.21K	48.06K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	902	35.97K	-302	-25.08%
Jun 30, 2025	COMERICA BANK	0.01%	509	20.3K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	415	16.55K	0	0
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	350	13.96K	0	0
Jun 30, 2025	SKOPOS LABS, INC.	0%	293	11.69K	293	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.75%	72.82K	2.9M	-972	-1.32%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.04%	3.9K	155.47K	-4.23K	-52.02%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	147	5.86K	-8	-5.16%
Jun 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	144	5.73K	-1	-0.69%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.15%	14.65K	584K	-454	-3.01%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-9.04K	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	2.9K	115.55K	2.9K	+100.00%
Jun 30, 2025	TRUST CO OF TOLEDO NA /OH/	0.02%	2.08K	83.07K	2.08K	+100.00%
Jun 30, 2025	STATE STREET CORP	16.71%	1.61M	64.37M	396.08K	+32.52%
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	5.28K	210.45M	5.28K	+100.00%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.13%	12.57K	501.42K	754	+6.38%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.13%	12.38K	493.83K	431	+3.61%
Jun 30, 2025	RFG ADVISORY, LLC	0.09%	9.07K	361.62K	126	+1.41%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.09%	8.68K	346.22K	3.13K	+56.33%
Jun 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.09%	8.67K	345.94K	-245	-2.75%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.61K	64.21K	0	0
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.32%	30.56K	1.22M	787	+2.64%
Mar 31, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.95%	85.83K	3.21M	-634	-0.73%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.97%	88.13K	3.32M	4.53K	+5.42%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.75%	158.35K	5.94M	-4.49K	-2.76%
Mar 31, 2025	GENTRUST, LLC	3.45%	312.01K	11.7M	35.19K	+12.71%
Mar 31, 2025	STATE STREET CORP	13.46%	1.22M	45.68M	673.96K	+123.86%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	8.12K	304.66K	-17.76K	-68.61%
Mar 31, 2025	BRIGHTON JONES LLC	0.08%	7.65K	286.94K	7.65K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	19.52K	732.1K	-24.33K	-55.48%
Mar 31, 2025	LBJ FAMILY WEALTH ADVISORS, LTD.	2.64%	238.8K	8.96M	-916	-0.38%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	3.25%	294.28K	11.04M	10.37K	+3.65%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.13%	11.75K	440.68K	-2.59K	-18.05%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	415	15.56K	0	0
Mar 31, 2025	COMERICA BANK	0.01%	509	19.09K	509	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	1.2K	45.15K	-101	-7.74%
Mar 31, 2025	CITIGROUP INC	0.01%	1.21K	45.19K	-8.32K	-87.35%
Mar 31, 2025	ECIO, INC.	0.02%	1.46K	54.58K	1.46K	+100.00%
Mar 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.1%	8.92K	334.46K	252	+2.91%
Mar 31, 2025	RFG ADVISORY, LLC	0.1%	8.94K	335.32K	734	+8.94%
Mar 31, 2025	MOUNT LUCAS MANAGEMENT LP	0.12%	10.69K	401K	10.69K	+100.00%
Mar 31, 2025		0.09%	8.03K	301.25K	-2.74K	-25.46%
Mar 31, 2025	CONTINUUM ADVISORY, LLC	0%	430	16.13K	0	0
Mar 31, 2025	SCOTIA CAPITAL INC.	0.13%	11.82K	443.23K	209	+1.80%
Mar 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.13%	11.95K	448.22K	1.68K	+16.33%
Mar 31, 2025	UBS GROUP AG	1.05%	94.63K	3.55M	-11.53K	-10.86%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	155	5.81K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	163	6.11K	163	+100.00%
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0%	326	12.23K	326	+100.00%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	350	13.13K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.61K	60.38K	200	+14.18%
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.82K	65.7K	0	0
Mar 31, 2025	CALTON & ASSOCIATES, INC.	0.06%	5.55K	208.25K	-1.69K	-23.29%
Mar 31, 2025	SUMMIT GLOBAL INVESTMENTS	0.07%	6.77K	254K	-21	-0.31%
Mar 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.08%	6.84K	273.42K	259	+3.94%
Mar 31, 2025	ADDISON CAPITAL CO	0.08%	6.96K	260.97K	-693	-9.06%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	1.06%	95.87K	3.6M	95.87K	+100.00%
Mar 31, 2025	IDAHO TRUST BANK	1.13%	102.13K	3.83M	-34.81K	-25.42%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.51%	136.95K	5.14M	-2.14K	-1.53%
Mar 31, 2025	FAMILY FIRM, INC.	1.55%	139.84K	5.24M	-195.88K	-58.35%
Mar 31, 2025	MORGAN STANLEY	1.66%	150.45K	5.64M	10.62K	+7.59%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.17%	15.11K	567K	597	+4.11%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	15.14K	567.64K	521	+3.56%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	16.33K	612.31K	289	+1.80%
Mar 31, 2025	JANE STREET GROUP, LLC	0.2%	18.15K	680.61K	-35.83K	-66.38%
Mar 31, 2025	ROYAL BANK OF CANADA	0.29%	26.56K	996K	1.77K	+7.13%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.37%	33.13K	1.24M	-10.5K	-24.06%
Mar 31, 2025	LPL FINANCIAL LLC	0.65%	58.46K	2.19M	1.26K	+2.20%
Mar 31, 2025	NORTHERN TRUST CORP	0.79%	71.38K	2.68M	71.38K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	9.04K	339.05K	-2.76K	-23.36%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.82%	73.8K	2.76M	64.82K	+721.95%
Mar 31, 2024	STATE STREET CORP	13.47%	1.42M	56.75M	-317.51K	-18.28%
Mar 31, 2024	JANE STREET GROUP, LLC	2.93%	308.43K	12.33M	150.29K	+95.04%
Mar 31, 2024	ALPHACENTRIC ADVISORS LLC	0.03%	2.48K	99.19K	626	+33.75%
Mar 31, 2024	COMERICA BANK	0.03%	3.09K	123.42K	0	0
Mar 31, 2024	MILLBURN RIDGEFIELD CORP	0.03%	3.09K	123.34K	-310	-9.13%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	3.66K	146.14K	3	+0.08%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.05%	5.1K	203.74K	5.1K	+100.00%
Mar 31, 2024	RFG ADVISORY, LLC	0.06%	6.29K	251.37K	41	+0.66%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	6.72K	268.8K	-383	-5.39%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	6.76K	267.28K	22	+0.33%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.07%	6.84K	273K	0	0
Mar 31, 2024	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.07%	6.84K	273.42K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.07%	7.75K	309.67K	5.17K	+200.58%
Mar 31, 2024	CITADEL ADVISORS LLC	0.07%	7.75K	309.85K	7.75K	+100.00%
Mar 31, 2024	4THOUGHT FINANCIAL GROUP INC.	0.08%	7.5K	299.71K	-145	-1.90%
Mar 31, 2024	CITIGROUP INC	0.08%	8.41K	336.27K	125	+1.51%
Mar 31, 2024	ADDISON CAPITAL CO	0.08%	8.25K	329.84K	1.3K	+18.69%
Mar 31, 2024	INVESTMENT ADVISORY GROUP, LLC	0.09%	8.77K	350.5K	2.15K	+32.49%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.11%	10.66K	426.24K	-589	-5.24%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.11%	11.87K	474.72K	726	+6.51%
Mar 31, 2024	TOWNELEY CAPITAL MANAGEMENT, INC / DE	0.11%	11.12K	444.55K	63	+0.57%
Mar 31, 2024	EMPIRICAL ASSET MANAGEMENT, LLC	0.11%	11.17K	446.59K	-831	-6.92%
Mar 31, 2024	SIMON QUICK ADVISORS, LLC	0.12%	11.44K	457.36K	-2.98K	-20.65%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.13%	12.87K	514K	250	+1.98%
Mar 31, 2024	CALTON & ASSOCIATES, INC.	0.14%	13.97K	558.34K	-1.14K	-7.55%
Mar 31, 2024	MOUNT LUCAS MANAGEMENT LP	0.18%	18.11K	724.16K	5.21K	+40.41%
Mar 31, 2024	ROYAL BANK OF CANADA	0.22%	23.02K	920K	2.4K	+11.65%
Mar 31, 2024	WINDHAM CAPITAL MANAGEMENT, LLC	0.62%	61.14K	2.44M	-1.09K	-1.75%
Mar 31, 2024	ONEASCENT FINANCIAL SERVICES LLC	0.74%	72.95K	2.92M	15.87K	+27.81%
Mar 31, 2024	HOYLECOHEN, LLC	0.75%	73.23K	2.93M	-36.14K	-33.05%
Mar 31, 2024	SYKON CAPITAL LLC	0.75%	73.64K	2.94M	1.65K	+2.29%
Mar 31, 2024	RPG FAMILY WEALTH ADVISORY, LLC	1.71%	168.01K	6.72M	40.57K	+31.84%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.73%	181.86K	7.27M	13.07K	+7.74%
Mar 31, 2024	MORGAN STANLEY	2.15%	226.81K	9.07M	-126.7K	-35.84%
Mar 31, 2024	ASPECT PARTNERS, LLC	0.23%	22.17K	886.41K	-1.11K	-4.78%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.24%	23.99K	959.05K	872	+3.77%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.31%	32.15K	1.29M	6.08K	+23.31%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.48%	50.89K	2.03M	4.77K	+10.35%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.59%	57.98K	2.32M	46.4K	+400.58%
Mar 31, 2024	INVESCO LTD.	0.07%	6.95K	277.7K	-2.31K	-24.96%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.8%	84.15K	3.36M	38.71K	+85.19%
Mar 31, 2024	LPL FINANCIAL LLC	0.81%	84.93K	3.4M	-20.8K	-19.67%
Mar 31, 2024	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.88%	86.22K	3.43M	167	+0.19%
Mar 31, 2024	UBS GROUP AG	1.01%	106.48K	4.26M	-27.56K	-20.56%
Mar 31, 2024	UPPER LEFT WEALTH MANAGEMENT, LLC	1.12%	109.76K	4.39M	9.16K	+9.11%
Mar 31, 2024	FAMILY FIRM, INC.	1.16%	113.72K	4.55M	1.55K	+1.38%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.17%	123.67K	4.94M	-2.62K	-2.07%
Mar 31, 2024	FOREFRONT ANALYTICS, LLC	1.47%	144.58K	5.78M	746	+0.52%
Mar 31, 2024	LBJ FAMILY WEALTH ADVISORS, LTD.	2.39%	234.72K	9.38M	9.11K	+4.04%
Mar 31, 2024	GENTRUST, LLC	2.46%	240.96K	9.63M	-19.86K	-7.61%
Mar 31, 2024	VERSANT CAPITAL MANAGEMENT, INC	0%	232	9.29K	0	0
Mar 31, 2024	ROCKY MOUNTAIN ADVISERS, LLC	0%	260	10.4K	0	0
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	0%	298	11.93K	-570	-65.67%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	415	16.59K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0%	421	16.83K	300	+247.93%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	429	17.16K	1	+0.23%
Mar 31, 2024	CONTINUUM ADVISORY, LLC	0%	430	16.87K	430	+100.00%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0%	514	285.74K	514	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.41K	56.37K	0	0
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.01%	1.5K	60K	0	0
Mar 31, 2024	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.73K	69.09K	11	+0.64%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.07%	7.11K	298.01K	114	+1.63%
Dec 31, 2023	4THOUGHT FINANCIAL GROUP INC.	0.07%	7.64K	320.48K	-12	-0.16%
Dec 31, 2023	CITIGROUP INC	0.08%	8.29K	347.53K	1.89K	+29.51%
Dec 31, 2023	INVESCO LTD.	0.09%	9.26K	388.2K	-1.05K	-10.18%
Dec 31, 2023		0.1%	11.06K	463.68K	11.06K	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.1%	11.15K	467.55K	221	+2.02%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.11%	11.25K	471.83K	472	+4.38%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.11%	11.58K	485.79K	425	+3.81%
Dec 31, 2023	EMPIRICAL ASSET MANAGEMENT, LLC	0.11%	12K	503.33K	-466	-3.74%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.12%	12.62K	529K	855	+7.27%
Dec 31, 2023	MOUNT LUCAS MANAGEMENT LP	0.12%	12.9K	541.03K	12.9K	+100.00%
Dec 31, 2023	SIMON QUICK ADVISORS, LLC	0.14%	14.42K	604.65K	-69	-0.48%
Dec 31, 2023	CALTON & ASSOCIATES, INC.	0.14%	15.11K	633.49K	15.11K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.19%	20.62K	865K	-591	-2.79%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.22%	23.12K	939.28K	-1.9K	-7.59%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.24%	26.07K	1.09M	10.55K	+67.99%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.43%	45.44K	1.91M	39.47K	+661.20%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.43%	46.12K	1.93M	6.6K	+16.71%
Dec 31, 2023	ONEASCENT FINANCIAL SERVICES LLC	0.54%	57.08K	2.39M	57.08K	+100.00%
Dec 31, 2023	WINDHAM CAPITAL MANAGEMENT, LLC	0.58%	62.23K	2.61M	-6.71K	-9.73%
Dec 31, 2023	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.81%	86.06K	3.61M	-2.11K	-2.39%
Dec 31, 2023	UPPER LEFT WEALTH MANAGEMENT, LLC	0.94%	100.6K	4.22M	2.76K	+2.83%
Dec 31, 2023	LPL FINANCIAL LLC	0.99%	105.73K	4.43M	-38.21K	-26.54%
Dec 31, 2023	HOYLECOHEN, LLC	1.03%	109.37K	4.59M	-2.48K	-2.21%
Dec 31, 2023	FAMILY FIRM, INC.	1.05%	112.17K	4.7M	-5.85K	-4.95%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.19%	126.28K	5.3M	-168.16K	-57.11%
Dec 31, 2023	RPG FAMILY WEALTH ADVISORY, LLC	1.2%	127.44K	5.34M	20.99K	+19.72%
Dec 31, 2023	UBS GROUP AG	1.26%	134.03K	5.62M	-35.41K	-20.90%
Dec 31, 2023	FOREFRONT ANALYTICS, LLC	1.35%	143.84K	6.03M	17.08K	+13.48%
Dec 31, 2023	JANE STREET GROUP, LLC	1.48%	158.14K	6.63M	-37.96K	-19.36%
Dec 31, 2023	RETIREMENT CAPITAL STRATEGIES	1.51%	160.48K	6.73M	160.48K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.58%	168.79K	7.08M	47.97K	+39.70%
Dec 31, 2023	LBJ FAMILY WEALTH ADVISORS, LTD.	2.12%	225.62K	9.46M	-4.53K	-1.97%
Dec 31, 2023	GENTRUST, LLC	2.45%	260.82K	10.94M	10K	+3.99%
Dec 31, 2023	MORGAN STANLEY	3.32%	353.51K	14.83M	-48.47K	-12.06%
Dec 31, 2023	STATE STREET CORP	16.3%	1.74M	72.84M	43.88K	+2.59%
Dec 31, 2023	COMERICA BANK	0.03%	3.09K	129.47K	2.06K	+199.42%
Dec 31, 2023	MILLBURN RIDGEFIELD CORP	0.03%	3.4K	142.39K	1.96K	+136.75%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	3.65K	146.36K	12	+0.33%
Dec 31, 2023	ARKANSAS FINANCIAL GROUP, INC.	0.05%	4.87K	204.03K	4.87K	+100.00%
Dec 31, 2023	RFG ADVISORY, LLC	0.06%	6.25K	261.95K	-2.62K	-29.53%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.06%	6.44K	270.14K	-13.01K	-66.89%
Dec 31, 2023	INVESTMENT ADVISORY GROUP, LLC	0.06%	6.62K	277.54K	-70	-1.05%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	6.74K	282.71K	6.74K	+100.00%
Dec 31, 2023	SUMMIT GLOBAL INVESTMENTS	0.06%	6.84K	287K	-28	-0.41%
Dec 31, 2023	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.06%	6.84K	286.83K	0	0
Dec 31, 2023	ADDISON CAPITAL CO	0.07%	6.95K	291.53K	-243	-3.38%

Frequently Asked Questions