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

Who are the major shareholders selling iShares Global Timber & Forestry ETF stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in WOOD by -2.12% restricting it's holding to 2.22 thousand shares of worth nearly $147.20K. UBS GROUP AG also lessened -66.65% of the WOOD shares from its portfolio, reducing its holding to 26.48 thousand shares of worth $1.75M. MORGAN STANLEY also shunned WOOD shares holding by -3.76% last quarter which brought its holding to 13.69 thousand shares worth $906.81K.

Investors who are buying WOOD stock?

As per its latest 13F filing, TRUIST FINANCIAL CORP increased its stake in WOOD by 6.44% in the last quarter. The institutional holder raised its holding to 29.15 thousand shares having worth more than $1.93M. ALLIANCE WEALTH ADVISORS, LLC /UT also added 100% more shares of WOOD to its portfolio, raising its holding to 25.32 thousand shares of worth $1.68M. LPL FINANCIAL LLC also increased its WOOD shares holding by 58.49% which brought its holding to 22.29 thousand shares worth $1.48M.

WOOD's major insiders: who are they?

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

Did an insider recently sell WOOD stock?

Company executives, directors, and other insiders own N/A percent of iShares Global Timber & Forestry ETF's stock. Within the last six months, there have been 0 transaction(s) in which WOOD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased WOOD stock?

There have been 0 transaction(s) during the past 6-months in which iShares Global Timber & Forestry ETF insiders have bought stock, totalling 0 shares

How much of WOOD does insiders own?

Around 0 iShares Global Timber & Forestry ETF shares are held by insiders, which represents about N/A of WOOD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in WOOD?

JPMORGAN CHASE & CO is the largest institutional owner in WOOD which holds 2.22 thousand shares worth $147.20K or 0.06% of the total WOOD shares outstanding followed by TRUIST FINANCIAL CORP with ownership of 29.15 thousand shares representing 0.85% of the WOOD ownership. UBS GROUP AG is the third largest stakeholder with 26.48 thousand shares or 0.77% of the ownership worth more than $1.75M.

Is iShares Global Timber & Forestry 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 WOOD is concerned, it is a stock which is optionable.

Is there a short position on WOOD's shares?

Number of WOOD 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 WOOD shares are there?

As of today, null shares of WOOD are outstanding.

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

WOOD 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 WOOD is null.

iShares Global Timber & Forestry ETF (WOOD) 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. JPMORGAN CHASE & CO is the top corporate investor, holding 2.22K shares valued at $147.20K. A 0.06% stake in iShares Global Timber & Forestry ETF is owned by the company. TRUIST FINANCIAL CORP owns 29.15K shares valued at $1.93M, which translates its holding of 0.85% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JPMORGAN CHASE & CO	0.06%	2.22K	147.2K	-48	-2.12%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.85%	29.15K	1.93M	1.76K	+6.44%
Jun 30, 2026	UBS GROUP AG	0.77%	26.48K	1.75M	-52.92K	-66.65%
Jun 30, 2026	ALLIANCE WEALTH ADVISORS, LLC /UT	0.74%	25.32K	1.68M	25.32K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.65%	22.29K	1.48M	8.23K	+58.49%
Jun 30, 2026	ECLECTIC ASSOCIATES INC /ADV	0.41%	14.05K	930.56K	130	+0.93%
Jun 30, 2026	MORGAN STANLEY	0.4%	13.69K	906.81K	-534	-3.76%
Jun 30, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.25%	8.62K	571.17K	474	+5.82%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.25%	8.43K	558.33K	228	+2.78%
Jun 30, 2026	TOPSAIL WEALTH MANAGEMENT, LLC	0.01%	300	19.87K	0	0
Jun 30, 2026	SOUTHSTATE CORP	0.01%	275	18.22K	0	0
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0.01%	264	17.47K	3	+1.15%
Jun 30, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.01%	260	17.24K	0	0
Jun 30, 2026	THOMPSON INVESTMENT MANAGEMENT, INC.	0.01%	200	13.25K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	200	13.25K	0	0
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0.01%	195	12.92K	1	+0.52%
Jun 30, 2026	MONDRIAN INVESTMENT PARTNERS LTD	0.01%	195	12.92K	195	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.07%	2.32K	153.95K	-4.25K	-64.66%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.2%	7K	463.51K	395	+5.98%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	193	12.76K	0	0
Jun 30, 2026	CORECAP ADVISORS, LLC	0.01%	192	12.72K	0	0
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	305	20.25K	0	0
Jun 30, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.2%	6.92K	458.08K	0	0
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	183	12.12K	-58	-24.07%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.13%	4.41K	292.27K	0	0
Jun 30, 2026	BREAKWATER INVESTMENT MANAGEMENT	0.12%	4.18K	277.16K	-283	-6.34%
Jun 30, 2026	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.11%	3.77K	249.03K	34	+0.91%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.07%	2.37K	156.91K	-4.02K	-62.94%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.88%	30.01K	1.99M	1.96K	+7.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	3.3K	218.59K	3.3K	+100.00%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.1%	3.29K	218.14K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.08%	2.75K	182.41K	2.75K	+100.00%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.05%	1.6K	105.69K	64	+4.18%
Jun 30, 2026	1832 ASSET MANAGEMENT L.P.	9.5%	325.12K	21.54M	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	874	57.91K	874	+100.00%
Jun 30, 2026	LRI INVESTMENTS, LLC	0.01%	362	23.99K	0	0
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.01%	415	27.7K	185	+80.43%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.01%	465	30.8K	-9	-1.90%
Jun 30, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.14%	4.92K	325.59K	-345	-6.56%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.15%	5.17K	342.48K	2.19K	+73.55%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	5.24K	347.69K	-3.61K	-40.75%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.2%	6.8K	450.75K	-83	-1.21%
Jun 30, 2026	ROYAL BANK OF CANADA	0.28%	9.68K	641K	-2.69K	-21.72%
Jun 30, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.31%	11.84K	784.59K	5.38K	+83.09%
Jun 30, 2026	CITADEL ADVISORS LLC	0.51%	17.55K	1.16M	3.96K	+29.10%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.75%	25.82K	1.71M	25.82K	+100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.88%	29.96K	1.99M	4.47K	+17.55%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.79%	95.55K	6.33M	-25.98K	-21.37%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.14%	4.89K	323.87K	381	+8.45%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.01%	300	19.87K	0	0
Jun 30, 2026		0.15%	5.56K	368.32K	0	0
Jun 30, 2026	STAMOS CAPITAL PARTNERS, L.P.	0.23%	7.96K	527.1K	1.35K	+20.38%
Jun 30, 2026	MANCHESTER CAPITAL MANAGEMENT LLC	0.02%	700	46.37K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.06%	2K	132.49K	0	0
Jun 30, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	0.14%	4.68K	310.15K	4.68K	+100.00%
Jun 30, 2026	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.14%	4.77K	315.62K	-22	-0.46%
Jun 30, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.01%	350	23.19K	0	0
Jun 30, 2026	CIBC BANCORP USA INC.	0.16%	5.56K	368.32K	0	0
Jun 30, 2026	CORDOBA ADVISORY PARTNERS LLC	0.27%	9.33K	617.77K	1	+0.01%
Jun 30, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	1.07%	36.75K	2.43M	-460	-1.24%
Jun 30, 2026	LYNX INVESTMENT ADVISORY	0.93%	31.86K	2.11M	1.87K	+6.24%
Jun 30, 2026	FIFTH THIRD SECURITIES, INC.	0.1%	3.52K	233.24K	373	+11.85%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.75%	27.38K	1.94M	61	+0.22%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.77%	28.05K	1.99M	-333	-1.17%
Mar 31, 2026	JPMORGAN CHASE & CO	0.06%	2.27K	156.61K	102	+4.72%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	2.85K	201.9K	-550	-16.20%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.08%	2.85K	202.42K	-44	-1.52%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.01%	192	13.62K	0	0
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.01%	194	13.76K	0	0
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	200	14.19K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	200	14.19K	0	0
Mar 31, 2026	THOMPSON INVESTMENT MANAGEMENT, INC.	0.01%	200	14.19K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	241	17.1K	0	0
Mar 31, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.01%	260	18.46K	0	0
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.01%	261	18.6K	0	0
Mar 31, 2026	SOUTHSTATE CORP	0.01%	275	19.51K	0	0
Mar 31, 2026	TOPSAIL WEALTH MANAGEMENT, LLC	0.01%	300	21.29K	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.01%	300	21.29K	-2.4K	-88.88%
Mar 31, 2026	CWM, LLC	0.01%	312	22.14K	0	0
Mar 31, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.01%	350	24.83K	0	0
Mar 31, 2026	LRI INVESTMENTS, LLC	0.01%	362	25.69K	0	0
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.01%	474	33.63K	-73	-13.35%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.01%	520	36.89M	520	+100.00%
Mar 31, 2026	LYNX INVESTMENT ADVISORY	0.83%	29.99K	2.13M	0	0
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	8.96%	325.12K	23.07M	11.78K	+3.76%
Mar 31, 2026	MORGAN STANLEY	0.39%	14.22K	1.01M	3.16K	+28.62%
Mar 31, 2026	ROYAL BANK OF CANADA	0.34%	12.37K	878K	2.86K	+30.03%
Mar 31, 2026	ECLECTIC ASSOCIATES INC /ADV	0.38%	13.92K	987.5K	13.92K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.39%	14.07K	997.92K	975	+7.45%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.18%	6.47K	458.97K	0	0
Mar 31, 2026	STAMOS CAPITAL PARTNERS, L.P.	0.18%	6.61K	468.98K	-3.09K	-31.87%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.19%	6.89K	488.61K	-258	-3.61%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.08%	2.98K	211.36K	-1.53K	-33.98%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	2.99K	210.56K	-89.74K	-96.78%
Mar 31, 2026	CERITY PARTNERS LLC	0.08%	3.07K	217.64K	126	+4.28%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.09%	3.15K	223.35K	322	+11.39%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.09%	3.29K	233.63K	-485	-12.84%
Mar 31, 2026	BREAKWATER INVESTMENT MANAGEMENT	0.12%	4.47K	316.93K	-325	-6.78%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.12%	4.51K	319.86K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	8.85K	628.41K	13	+0.15%
Mar 31, 2026	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.13%	4.79K	339.61K	-50	-1.03%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.12%	4.41K	313.03K	4.41K	+100.00%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.08%	2.9K	205.75K	0	0
Mar 31, 2026	CHERRY TREE WEALTH MANAGEMENT, LLC	0.03%	988	70.1K	0	0
Mar 31, 2026	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.1%	3.73K	265.58K	0	0
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.04%	1.53K	108.64K	0	0
Mar 31, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.15%	5.26K	373.2K	-245	-4.45%
Mar 31, 2026	CULLEN CAPITAL MANAGEMENT, LLC	0.15%	5.43K	385.26K	-1.13K	-17.23%
Mar 31, 2026		0.15%	5.56K	394.48K	5.56K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.17%	6.2K	439.89K	3.3K	+113.79%
Mar 31, 2026	HRT FINANCIAL LP	0.17%	6.27K	444K	6.27K	+100.00%
Mar 31, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.19%	6.92K	490.62K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	7.8K	553.41K	7.8K	+100.00%
Mar 31, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.22%	8.15K	578.13K	115	+1.43%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.23%	8.2K	581.8K	520	+6.77%
Mar 31, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	1.03%	37.21K	2.64M	50	+0.13%
Mar 31, 2026	JANE STREET GROUP, LLC	1.77%	64.31K	4.56M	31.99K	+98.97%
Mar 31, 2026	UBS GROUP AG	2.19%	79.4K	5.63M	77.95K	+5,379.71%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.35%	121.53K	8.62M	38.78K	+46.86%
Mar 31, 2026	MANCHESTER CAPITAL MANAGEMENT LLC	0.02%	700	49.67K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.06%	2K	141.9K	2K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.18%	6.39K	453.54K	-2.75K	-30.08%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.18%	6.58K	468.13K	6.58K	+100.00%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.18%	6.6K	468.41K	522	+8.59%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.7%	25.49K	1.81M	-3.01K	-10.57%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	28.38K	2.04M	2.39K	+9.20%
Dec 31, 2025	LYNX INVESTMENT ADVISORY	0.96%	29.99K	2.16M	3.56K	+13.45%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.19%	6.08K	437.82K	478	+8.53%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.17%	5.56K	400.38K	0	0
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.16%	5.51K	396.42K	-290	-5.00%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.09%	2.9K	208.83K	-93	-3.11%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.05%	1.53K	110.27K	22	+1.46%
Dec 31, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.02%	700	50.41K	0	0
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.02%	547	39.39K	-37	-6.34%
Dec 31, 2025	LRI INVESTMENTS, LLC	0.01%	362	26.08K	0	0
Dec 31, 2025	CWM, LLC	0.01%	312	22K	0	0
Dec 31, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.01%	300	21.6K	0	0
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	305	22.08K	0	0
Dec 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.01%	260	18.74K	260	+100.00%
Dec 31, 2025	SOUTHSTATE CORP	0.01%	275	19.8K	0	0
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.01%	261	18.81K	261	+100.00%
Dec 31, 2025	CGC FINANCIAL SERVICES, LLC	0.01%	235	16.92K	0	0
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	9.78%	313.34K	22.56M	15.97K	+5.37%
Dec 31, 2025	ROYAL BANK OF CANADA	0.3%	9.51K	685K	-65	-0.68%
Dec 31, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.29%	9.7K	698.64K	3.05K	+45.83%
Dec 31, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.03%	988	71.15K	0	0
Dec 31, 2025	UBS GROUP AG	0.05%	1.45K	104.34K	-14.41K	-90.86%
Dec 31, 2025	JANE STREET GROUP, LLC	1.01%	32.32K	2.33M	7.3K	+29.15%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	1.19%	37.16K	2.68M	15.18K	+69.08%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.98%	92.73K	6.8M	-78.51K	-45.85%
Dec 31, 2025		0.21%	6.59K	474.36K	6.59K	+100.00%
Dec 31, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0.01%	200	14.4K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	241	17.35K	183	+315.52%
Dec 31, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.01%	350	25.2K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	1.85K	133.2K	108	+6.20%
Dec 31, 2025	COMERICA BANK	0.06%	2K	144.02K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.07%	2.16K	155.76K	77	+3.69%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.08%	2.7K	194.21K	2.29K	+559.41%
Dec 31, 2025	CERITY PARTNERS LLC	0.09%	2.94K	211.85K	36	+1.24%
Dec 31, 2025	CITADEL ADVISORS LLC	0.09%	2.9K	208.83K	2.9K	+100.00%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.09%	2.83K	203.5K	2.83K	+100.00%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.09%	2.9K	208.61K	-969	-25.06%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	3.4K	244.53K	18	+0.53%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.11%	3.78K	272.05K	0	0
Dec 31, 2025	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.12%	3.73K	268.64K	136	+3.78%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	3.86K	277.61K	274	+7.65%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.13%	4.41K	317.71K	0	0
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	4.51K	324.64K	-379	-7.76%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.14%	4.51K	324.91K	497	+12.38%
Dec 31, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.15%	4.79K	345.07K	0	0
Dec 31, 2025	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.16%	4.84K	348.28K	-71	-1.45%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.2%	6.47K	465.83K	0	0
Dec 31, 2025	CULLEN CAPITAL MANAGEMENT, LLC	0.2%	6.56K	472.39K	6.56K	+100.00%
Dec 31, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.21%	6.92K	497.95K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	7.15K	514.49K	-232	-3.14%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.24%	7.68K	553.05K	583	+8.21%
Dec 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.26%	8.03K	578.42K	1.02K	+14.53%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	8.84K	636.92K	3.41K	+62.88%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.29%	9.14K	658.29K	-6.56K	-41.76%
Dec 31, 2025	MORGAN STANLEY	0.35%	11.06K	796.28K	911	+8.98%
Dec 31, 2025	LPL FINANCIAL LLC	0.39%	13.09K	942.62K	-1.29K	-9.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.71%	22.64K	1.63M	6.44K	+39.80%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.88%	27.32K	1.97M	-297	-1.08%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.89%	28.5K	2.05M	-6.85K	-19.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.58%	82.75K	5.96M	-8.53K	-9.34%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	404	29.09K	-677	-62.63%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	7.38K	541.55K	2.18K	+42.00%
Sep 30, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.01%	350	25.69K	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	409	30.03K	0	0
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.63%	21.98K	1.61M	1.14K	+5.48%
Sep 30, 2025	JANE STREET GROUP, LLC	0.72%	25.03K	1.84M	17.63K	+238.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	25.99K	1.91M	884	+3.52%
Sep 30, 2025	LYNX INVESTMENT ADVISORY	0.76%	26.44K	1.94M	239	+0.91%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.79%	27.62K	2.03M	1.23K	+4.66%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.01%	35.35K	2.6M	35.35K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.62%	91.28K	6.7M	-390	-0.43%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.91%	171.23K	12.22M	-18.4K	-9.70%
Sep 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.02%	700	51.39K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.45%	15.7K	1.15M	-15.96K	-50.41%
Sep 30, 2025	LPL FINANCIAL LLC	0.41%	14.38K	1.06M	-397	-2.69%
Sep 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.2%	7.01K	514.86K	199	+2.92%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.2%	7K	512.57K	7K	+100.00%
Sep 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.2%	6.92K	507.62K	0	0
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.19%	6.47K	474.88K	0	0
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.16%	5.6K	411.24K	273	+5.12%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.16%	5.56K	408.15K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	5.43K	410.13K	-926	-14.58%
Sep 30, 2025	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.14%	4.91K	360.31K	-1.23K	-20.03%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	4.89K	358.72K	-404	-7.64%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.11%	3.87K	283.8K	553	+16.69%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.11%	3.78K	277.34K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	3.58K	262.92K	658	+22.51%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.06%	2.09K	153.65K	-820	-28.15%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	2.09K	153.14K	1.74K	+506.40%
Sep 30, 2025	COMERICA BANK	0.06%	2K	146.82K	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	1.51K	110.77K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.03%	1.08K	79.39K	-80	-6.89%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	770	56.4K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.02%	584	42.87K	-15	-2.50%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	8.52%	297.37K	21.83M	8.1K	+2.80%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	46	3.39K	0	0
Sep 30, 2025	GAMMA INVESTING LLC	0%	52	3.82K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	58	4.26K	-183	-75.93%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	100	7.34K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	109	8.01K	0	0
Sep 30, 2025	SIMPLEX TRADING, LLC	0%	124	9K	-73	-37.06%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	125	9.18K	0	0
Sep 30, 2025	EPG WEALTH MANAGEMENT LLC	0%	150	11.01K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	172	12.63K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	192	14.1K	0	0
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.01%	192	14.12K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	200	14.68K	0	0
Sep 30, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0.01%	200	14.68K	0	0
Sep 30, 2025	FMR LLC	0.01%	200	14.68K	-175	-46.67%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	230	16.84K	122	+112.96%
Sep 30, 2025	CGC FINANCIAL SERVICES, LLC	0.01%	235	17.25K	235	+100.00%
Sep 30, 2025	SOUTHSTATE CORP	0.01%	275	20.19K	0	0
Sep 30, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.01%	300	22.02K	0	0
Sep 30, 2025	LRI INVESTMENTS, LLC	0.01%	362	26.58K	-267	-42.45%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	400	29.36K	400	+100.00%
Sep 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.03%	988	72.53K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	1.74K	127.91K	371	+27.06%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	3.38K	248K	-498	-12.85%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	16.19K	1.19M	11.2K	+224.03%
Sep 30, 2025	GTS SECURITIES LLC	0.31%	10.9K	800.31K	10.9K	+100.00%
Sep 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.14%	4.79K	351.78K	0	0
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.13%	4.41K	323.88K	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.12%	4.02K	294.74K	29	+0.73%
Sep 30, 2025	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.1%	3.6K	264K	-1	-0.03%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.01%	337	24.74K	337	+100.00%
Sep 30, 2025	CWM, LLC	0.01%	312	23K	277	+791.43%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	305	22.33K	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.2%	7.1K	521K	699	+10.93%
Sep 30, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.19%	6.65K	488.39K	-4.29K	-39.18%
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.17%	5.8K	425.41K	-360	-5.85%
Sep 30, 2025		0.16%	5.56K	408.15K	5.56K	+100.00%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.09%	2.99K	219.71K	-150	-4.77%
Sep 30, 2025	CERITY PARTNERS LLC	0.08%	2.91K	213.36K	0	0
Sep 30, 2025	UBS GROUP AG	0.45%	15.86K	1.16M	-26	-0.16%
Sep 30, 2025	MORGAN STANLEY	0.29%	10.15K	744.83K	114	+1.14%
Sep 30, 2025	ROYAL BANK OF CANADA	0.27%	9.58K	703K	-264	-2.68%
Jun 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.22%	6.92K	507.28K	0	0
Jun 30, 2025	MORGAN STANLEY	0.32%	10.03K	735.98M	196	+1.99%
Jun 30, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.01%	350	25.68K	350	+100.00%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	305	22.44K	0	0
Jun 30, 2025	SOUTHSTATE CORP	0.01%	275	20.17K	0	0
Jun 30, 2025	BRIAUD FINANCIAL PLANNING, INC	0.01%	249	18K	249	+100.00%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	241	17.68K	241	+100.00%
Jun 30, 2025	THOMPSON INVESTMENT MANAGEMENT, INC.	0.01%	200	14.67K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	200	14.67K	0	0
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.01%	192	14.11K	1	+0.52%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	192	14.09K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	172	12.62K	0	0
Jun 30, 2025	EPG WEALTH MANAGEMENT LLC	0%	150	11K	0	0
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	9.34%	289.27K	21.22M	31.75K	+12.33%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.12%	189.63K	14.41M	-831	-0.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	5.2K	381.12K	-503	-8.83%
Jun 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.15%	4.79K	351.54K	-49	-1.01%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.14%	4.41K	323.66K	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.04%	1.16K	85.2K	-303	-20.70%
Jun 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.03%	988	72.48K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	770	56.49K	0	0
Jun 30, 2025	LYNX INVESTMENT ADVISORY	0.85%	26.2K	1.92M	-845	-3.12%
Jun 30, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.35%	10.94K	802.49K	4.39K	+67.01%
Jun 30, 2025	ROYAL BANK OF CANADA	0.32%	9.84K	722K	-105	-1.06%
Jun 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.22%	6.82K	499.94K	-24	-0.35%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.21%	6.4K	469.37K	700	+12.29%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.13%	3.99K	292K	432	+12.16%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	3.88K	284K	-237	-5.76%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.12%	3.78K	277.15K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.09%	2.91K	222.36K	93	+3.30%
Jun 30, 2025	ONE ADVISORY PARTNERS, LLC	0.09%	2.85K	215.05K	2.85K	+100.00%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.05%	1.51K	110.7K	15	+1.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.18%	5.56K	407.88K	0	0
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.1%	3.14K	230.57K	-250	-7.37%
Jun 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.02%	700	51.35K	0	0
Jun 30, 2025		0.02%	599	43.94K	19	+3.28%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.01%	409	30K	-55	-11.85%
Jun 30, 2025	FMR LLC	0.01%	375	27.51K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.96%	91.67K	6.72M	-7.89K	-7.92%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.02%	31.65K	2.32M	12.68K	+66.81%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.85%	26.39K	1.94M	30	+0.11%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	25.11K	1.84M	1.11K	+4.63%
Jun 30, 2025	UBS GROUP AG	0.51%	15.89K	1.17M	8	+0.05%
Jun 30, 2025	LPL FINANCIAL LLC	0.48%	14.78K	1.08M	-660	-4.27%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	5K	366.58K	1.52K	+43.51%
Jun 30, 2025	JANE STREET GROUP, LLC	0.24%	7.4K	542.57K	-26.65K	-78.28%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.21%	6.47K	474.57K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	5.29K	388.12K	351	+7.11%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	6.35K	466.58K	-529	-7.69%
Jun 30, 2025	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.12%	3.6K	264K	-6.52K	-64.45%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.17%	5.33K	390.94K	480	+9.90%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.11%	3.31K	243.04K	365	+12.38%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	2.92K	214.43K	-207	-6.61%
Jun 30, 2025	CERITY PARTNERS LLC	0.09%	2.91K	213.21K	24	+0.83%
Jun 30, 2025	COMERICA BANK	0.06%	2K	146.72K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	1.37K	100.55K	1.37K	+100.00%
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.67%	20.83K	1.53M	-100	-0.48%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.02%	599	43.94K	19	+3.28%
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.2%	6.16K	451.5K	2	+0.03%
Jun 30, 2025	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.2%	6.14K	450.23K	-461	-6.99%
Jun 30, 2025	LRI INVESTMENTS, LLC	0.02%	629	46.15K	4	+0.64%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.21%	5.7K	429.83K	5.7K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.18%	190.46K	14.37M	190.46K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	3.13K	236.1K	325	+11.59%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	3.48K	262.65K	-4.76K	-57.75%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	4.11K	310K	-185	-4.30%
Mar 31, 2025	LEDYARD NATIONAL BANK	0.16%	4.14K	312.36K	-186	-4.30%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.17%	4.41K	332.8K	0	0
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.19%	4.94K	372.64K	0	0
Mar 31, 2025	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.25%	6.6K	497.66K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.72%	18.98K	1.43M	6.85K	+56.52%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	9.71%	257.52K	19.42M	3.3K	+1.30%
Mar 31, 2025	LYNX INVESTMENT ADVISORY	1.02%	27.04K	2.04M	19	+0.07%
Mar 31, 2025	JANE STREET GROUP, LLC	1.28%	34.05K	2.57M	-1.71K	-4.79%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.25%	6.73K	508K	-40.89K	-85.87%
Mar 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.26%	6.84K	515.88K	547	+8.69%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.06%	1.49K	112.66K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.13%	3.55K	268K	83	+2.39%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.14%	3.78K	284.97K	0	0
Mar 31, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.18%	4.84K	365.16K	0	0
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.18%	4.85K	365.76K	245	+5.32%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.21%	5.56K	370.19K	-70	-1.24%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	5.7K	429.83K	-598	-9.50%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.23%	6.15K	464.15K	-142	-2.26%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.24%	6.47K	487.96K	-8.9K	-57.91%
Mar 31, 2025		0.26%	6.92K	521.6K	0	0
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.37%	9.92K	748.27K	9.92K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.6%	15.88K	1.2M	2.42K	+17.94%
Mar 31, 2025	LPL FINANCIAL LLC	0.58%	15.44K	1.16M	556	+3.74%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.11%	2.95K	222.37K	-715	-19.52%
Mar 31, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.25%	6.55K	494.07K	20	+0.31%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.06%	1.46K	110.44K	50	+3.54%
Mar 31, 2025	MATRIX TRUST CO	0.11%	3.02K	228K	3.02K	+100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	770	57.91K	0	0
Mar 31, 2025	FIRST HORIZON ADVISORS, INC.	0.04%	980	73.92K	-2.48K	-71.68%
Mar 31, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.04%	988	74.53K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.75%	99.56K	7.51M	-2.02K	-1.99%
Mar 31, 2025	CITADEL ADVISORS LLC	0.07%	1.8K	135.77K	1.8K	+100.00%
Mar 31, 2025	COMERICA BANK	0.08%	2K	150.86K	0	0
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.11%	2.82K	212.68K	-93	-3.19%
Mar 31, 2025	CERITY PARTNERS LLC	0.11%	2.88K	217.39K	-200	-6.49%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.13%	3.39K	255.93K	-1.46K	-30.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	6.88K	519.49K	932	+15.67%
Mar 31, 2025	MORGAN STANLEY	0.37%	9.84K	741.99K	1.23K	+14.32%
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	9.95K	750K	-1.37K	-12.13%
Mar 31, 2025	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.38%	10.12K	793K	6.38K	+170.60%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.9%	23.99K	1.81M	-456	-1.87%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.99%	26.36K	1.99M	1.57K	+6.31%
Mar 31, 2024	JANE STREET GROUP, LLC	3.42%	87.52K	7.38M	-63.72K	-42.13%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.02%	128.54K	10.85M	-13.83K	-9.71%
Mar 31, 2024	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.28%	6.59K	555.76K	0	0
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.07%	1.6K	135.01K	1.6K	+100.00%
Mar 31, 2024	COMERICA BANK	0.08%	2K	168.76K	0	0
Mar 31, 2024	SIMPLEX TRADING, LLC	0.09%	2.27K	191K	1.87K	+465.67%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.1%	2.59K	218.39K	0	0
Mar 31, 2024	RATHER & KITTRELL, INC.	0.1%	2.43K	205.38K	2.43K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	2.63K	222K	-224	-7.85%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.12%	2.81K	236.94K	2.81K	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.12%	2.85K	241K	-209	-6.83%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.13%	3.13K	264.19K	22	+0.71%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	3.73K	314.51K	-162	-4.17%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.15%	3.56K	300.32K	-3.04K	-46.08%
Mar 31, 2024	STAMOS CAPITAL PARTNERS, L.P.	0.15%	3.59K	302.92K	210	+6.21%
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	0.16%	3.82K	322.08K	-238	-5.87%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.16%	3.82K	322.42K	-319	-7.71%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	4.33K	366K	4.33K	+100.00%
Mar 31, 2024	BREAKWATER INVESTMENT MANAGEMENT	0.2%	4.84K	408.48K	4.84K	+100.00%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.23%	5.56K	467.26K	0	0
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.24%	5.68K	479.62K	0	0
Mar 31, 2024	OARSMAN CAPITAL, INC.	0.25%	5.88K	496.32K	-585	-9.05%
Mar 31, 2024	ENDOWMENT WEALTH MANAGEMENT, INC.	0.26%	6.26K	527.97K	3.77K	+151.49%
Mar 31, 2024	CHERRY TREE WEALTH MANAGEMENT, LLC	0.06%	1.56K	131.3K	-155	-9.06%
Mar 31, 2024	UBS GROUP AG	0.29%	7.38K	623.06K	221	+3.09%
Mar 31, 2024	MORGAN STANLEY	0.32%	8.17K	689.24K	-1.81K	-18.15%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.36%	8.56K	722.13K	-1.27K	-12.89%
Mar 31, 2024	BAROMETER CAPITAL MANAGEMENT INC.	0.38%	9K	712.08K	2.5K	+38.46%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	3.9K	329.08K	-9.1K	-70.00%
Mar 31, 2024	ALHAMBRA INVESTMENT PARTNERS LLC	1.17%	27.98K	2.36M	3.09K	+12.40%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.26%	32.16K	2.71M	10.27K	+46.94%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.33%	31.7K	2.67M	10.71K	+51.02%
Mar 31, 2024	NORTHWEST INVESTMENT COUNSELORS, LLC	7.95%	189.4K	15.98M	-622	-0.33%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	10.24%	243.95K	20.58M	0	0
Mar 31, 2024		0.07%	1.6K	135.01K	1.6K	+100.00%
Mar 31, 2024	M FINANCIAL ASSET MANAGEMENT, INC.	0.4%	9.53K	804K	-692	-6.77%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.09%	27.96K	2.36M	3.43K	+13.97%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.17%	29.89K	2.52M	-9K	-23.14%
Mar 31, 2024	LEDYARD NATIONAL BANK	0.19%	4.53K	381.9K	-707	-13.51%
Mar 31, 2024	JPMORGAN CHASE & CO	0.19%	4.94K	417.37K	934	+23.32%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.19%	4.62K	389.84K	-342	-6.89%
Mar 31, 2024	CITADEL ADVISORS LLC	0.2%	5K	421.9K	5K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.22%	5.55K	468.45K	-201	-3.50%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.22%	5.17K	436.27K	5.17K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.23%	5.85K	494K	-1.51K	-20.55%
Mar 31, 2024	INDEPENDENT FAMILY OFFICE, LLC	0.48%	11.32K	955.52K	-1.5K	-11.67%
Mar 31, 2024	LPL FINANCIAL LLC	0.73%	18.58K	1.57M	-158	-0.84%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.73%	17.3K	1.46M	-6.47K	-27.22%
Mar 31, 2024	BOSTON STANDARD WEALTH MANAGEMENT, LLC	0.86%	20.51K	1.73M	-51.45K	-71.50%
Mar 31, 2024	SOUTHSTATE CORP	0.01%	275	23.21K	0	0
Mar 31, 2024	MILLBURN RIDGEFIELD CORP	0.01%	290	24.47K	-740	-71.84%
Mar 31, 2024	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	305	24.91K	0	0
Mar 31, 2024	U S GLOBAL INVESTORS INC	0.01%	354	29.87K	354	+100.00%
Mar 31, 2024	QUENT CAPITAL, LLC	0.02%	452	38.14K	452	+100.00%
Mar 31, 2024	TOMPKINS FINANCIAL CORP	0.02%	500	42.19K	0	0
Mar 31, 2024	MANCHESTER CAPITAL MANAGEMENT LLC	0.03%	700	59.07K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.03%	756	63.77K	8	+1.07%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.04%	964	79.48K	-3.59K	-78.84%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	1.06K	89.58K	0	0
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.06%	1.46K	121.35K	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	3.89K	316.2K	528	+15.71%
Dec 31, 2023	JPMORGAN CHASE & CO	0.16%	4.01K	325.61K	4.01K	+100.00%
Dec 31, 2023	FIRST HORIZON ADVISORS, INC.	0.16%	4.06K	329.67K	0	0
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.16%	4.14K	336.58K	235	+6.02%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.17%	4.26K	346.66K	102	+2.45%
Dec 31, 2023	MATRIX TRUST CO	0.18%	4.49K	365K	-263	-5.53%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.18%	4.56K	367.58K	1.53K	+50.76%
Dec 31, 2023		0.07%	1.71K	139.11K	0	0
Dec 31, 2023	LEDYARD NATIONAL BANK	0.2%	5.23K	425.44K	-190	-3.50%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.22%	5.56K	452.03K	0	0
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	0.22%	5.68K	462.11K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.23%	5.75K	467.69K	-3.87K	-40.20%
Dec 31, 2023	NOVARE CAPITAL MANAGEMENT LLC	0.23%	5.85K	475.4K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.24%	6.2K	503.98K	6.2K	+100.00%
Dec 31, 2023	OARSMAN CAPITAL, INC.	0.25%	6.47K	525.77K	-140	-2.12%
Dec 31, 2023	BAROMETER CAPITAL MANAGEMENT INC.	0.25%	6.5K	528.45K	200	+3.17%
Dec 31, 2023	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.26%	6.59K	535.47K	-172	-2.55%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.26%	6.6K	536.7K	-806	-10.88%
Dec 31, 2023	UBS GROUP AG	0.28%	7.16K	582.35K	3.05K	+74.11%
Dec 31, 2023	ROYAL BANK OF CANADA	0.29%	7.36K	599K	1.05K	+16.63%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.38%	9.82K	798.7K	-610	-5.85%
Dec 31, 2023	ADVISOR RESOURCE COUNCIL	0.39%	9.92K	806.5K	9.92K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.39%	9.98K	811.37K	410	+4.28%
Dec 31, 2023	M FINANCIAL ASSET MANAGEMENT, INC.	0.4%	10.22K	831K	-2.83K	-21.69%
Dec 31, 2023	INDEPENDENT FAMILY OFFICE, LLC	0.5%	12.82K	1.04M	-2.62K	-16.98%
Dec 31, 2023	LPL FINANCIAL LLC	0.73%	18.74K	1.52M	-1.25K	-6.23%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.82%	20.99K	1.71M	362	+1.76%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.86%	21.88K	1.78M	-33	-0.15%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.93%	23.76K	1.95M	11.31K	+90.75%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.96%	24.53K	1.99M	536	+2.23%
Dec 31, 2023	ALHAMBRA INVESTMENT PARTNERS LLC	0.97%	24.89K	2.02M	4.17K	+20.13%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.06%	26.96K	332K	26.96K	+100.00%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.52%	38.89K	3.16M	-17.77K	-31.36%
Dec 31, 2023	BOSTON STANDARD WEALTH MANAGEMENT, LLC	2.82%	71.96K	5.33M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.57%	142.37K	11.57M	-5.94K	-4.01%
Dec 31, 2023	JANE STREET GROUP, LLC	5.92%	151.24K	12.3M	126.92K	+521.84%
Dec 31, 2023	NORTHWEST INVESTMENT COUNSELORS, LLC	7.44%	190.02K	15.45M	-718	-0.38%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	9.55%	243.95K	19.83M	-4.42K	-1.78%
Dec 31, 2023	MILLBURN RIDGEFIELD CORP	0.04%	1.03K	83.74K	1.03K	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	1.06K	83.18K	0	0
Dec 31, 2023	CLEARSTEAD ADVISORS, LLC	0.06%	1.46K	118.98K	0	0
Dec 31, 2023	COMERICA BANK	0.08%	2K	162.6K	0	0
Dec 31, 2023	ENDOWMENT WEALTH MANAGEMENT, INC.	0.1%	2.49K	202.28K	2.49K	+100.00%
Dec 31, 2023	CULLEN CAPITAL MANAGEMENT, LLC	0.1%	2.5K	203.25K	2.5K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.1%	2.59K	210.42K	-444	-14.64%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	2.85K	232K	2.85K	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.12%	3.06K	249K	-50	-1.61%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.12%	3.11K	252.76K	87	+2.88%
Dec 31, 2023	STAMOS CAPITAL PARTNERS, L.P.	0.13%	3.38K	274.79K	-700	-17.16%

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