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

Who are the major shareholders selling VanEck Fallen Angel High Yield Bond ETF stock?

SHEPHERD KAPLAN KROCHUK, LLC, in the last quarter, reduced its stake in ANGL by -4.85% restricting it's holding to 283.8 thousand shares of worth nearly $8.15M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also lessened -21.54% of the ANGL shares from its portfolio, reducing its holding to 324.9 thousand shares of worth $9.36M. STIFEL FINANCIAL CORP also shunned ANGL shares holding by -0.16% last quarter which brought its holding to 371.6 thousand shares worth $10.67M.

Investors who are buying ANGL stock?

As per its latest 13F filing, increased its stake in ANGL by 5.83% in the last quarter. The institutional holder raised its holding to 244.9 thousand shares having worth more than $7.03M. TOROSO INVESTMENTS, LLC also added 100% more shares of ANGL to its portfolio, raising its holding to 243.35 thousand shares of worth $6.99M. STRATEGIC WEALTH INVESTMENT GROUP, LLC also increased its ANGL shares holding by 4.01% which brought its holding to 549.4 thousand shares worth $15.78M.

ANGL's major insiders: who are they?

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

Did an insider recently sell ANGL stock?

Company executives, directors, and other insiders own N/A percent of VanEck Fallen Angel High Yield Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which ANGL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ANGL stock?

There have been 0 transaction(s) during the past 6-months in which VanEck Fallen Angel High Yield Bond ETF insiders have bought stock, totalling 0 shares

How much of ANGL does insiders own?

Around 0 VanEck Fallen Angel High Yield Bond ETF shares are held by insiders, which represents about N/A of ANGL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ANGL?

is the largest institutional owner in ANGL which holds 244.9 thousand shares worth $7.03M or 0.23% of the total ANGL shares outstanding followed by TOROSO INVESTMENTS, LLC with ownership of 243.35 thousand shares representing 0.23% of the ANGL ownership. STRATEGIC WEALTH INVESTMENT GROUP, LLC is the third largest stakeholder with 549.4 thousand shares or 0.51% of the ownership worth more than $15.78M.

Is VanEck Fallen Angel High Yield 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 ANGL is concerned, it is a stock which is optionable.

Is there a short position on ANGL's shares?

Number of ANGL 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 ANGL shares are there?

As of today, null shares of ANGL are outstanding.

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

ANGL 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 ANGL is null.

VanEck Fallen Angel High Yield Bond ETF (ANGL) 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. is the top corporate investor, holding 244.9K shares valued at $7.03M. A 0.23% stake in VanEck Fallen Angel High Yield Bond ETF is owned by the company. TOROSO INVESTMENTS, LLC owns 243.35K shares valued at $6.99M, which translates its holding of 0.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026		0.23%	244.9K	7.03M	13.49K	+5.83%
Mar 31, 2026	TOROSO INVESTMENTS, LLC	0.23%	243.35K	6.99M	243.35K	+100.00%
Mar 31, 2026	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.51%	549.4K	15.78M	21.19K	+4.01%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.29%	309.27K	8.88M	5.12K	+1.68%
Mar 31, 2026	SYMPHONY FINANCIAL, LTD. CO.	0.28%	305.27K	8.74M	8.16K	+2.75%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.29%	312.06K	8.96M	15.53K	+5.24%
Mar 31, 2026	ANCORA ADVISORS, LLC	0.28%	297.62K	8.55M	24.54K	+8.99%
Mar 31, 2026	SHEPHERD KAPLAN KROCHUK, LLC	0.26%	283.8K	8.15M	-14.47K	-4.85%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	324.9K	9.36M	-89.18K	-21.54%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.3%	325.04K	9.34M	108.75K	+50.28%
Mar 31, 2026	SOUTHERN FARM BUREAU LIFE INSURANCE	2.41%	2.59M	74.26M	0	0
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.34%	360.61K	10.36M	7.69K	+2.18%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.35%	371.6K	10.67M	-584	-0.16%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.37%	394.38K	11.2M	21.48K	+5.76%
Mar 31, 2026	DESTINY WEALTH PARTNERS, LLC	0.37%	397.15K	11.41M	4.88K	+1.24%
Mar 31, 2026	CERITY PARTNERS LLC	3.24%	3.49M	100.1M	150.59K	+4.52%
Mar 31, 2026	MORGAN STANLEY	3.51%	3.77M	108.28M	1.2M	+46.79%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	16.94%	18.2M	522.67M	-1.66M	-8.34%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.4%	430.25K	12.36M	28.31K	+7.04%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.4%	433.37K	12.45M	408.37K	+1,633.49%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.44%	472.83K	13.58M	16.22K	+3.55%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.45%	480.85K	13.81M	36.66K	+8.25%
Mar 31, 2026	CYPRESS FINANCIAL PLANNING LLC	0.46%	492.85K	14.15M	25.45K	+5.44%
Mar 31, 2026	AMERICAN FINANCIAL ADVISORS, LLC	0.46%	493.74K	14.18M	-3.99K	-0.80%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.47%	504.48K	14.49M	33.67K	+7.15%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.48%	521.01K	14.96M	17.67K	+3.51%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.51%	546.18K	15.69M	-4.31K	-0.78%
Mar 31, 2026	HOWARD FINANCIAL SERVICES, LTD.	0.62%	669.18K	19.22M	53.63K	+8.71%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.64%	688.84K	19.78M	17.47K	+2.60%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.68%	731.69K	21.01M	-11.09K	-1.49%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.73%	787.03K	22.6M	760.13K	+2,826.40%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.74%	794.29K	22.81M	12.38K	+1.58%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.83%	893.15K	26.23M	-73.87K	-7.64%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	1.2%	1.29M	36.99M	44.72K	+3.60%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.26%	1.3M	37.34M	131.17K	+11.22%
Mar 31, 2026	KENSINGTON ASSET MANAGEMENT, LLC	1.16%	1.24M	35.74M	-150K	-10.76%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.14%	2.3M	66.08M	340.03K	+17.34%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	3.54%	3.81M	109.3M	147.61K	+4.04%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.34%	1.44M	41.25M	-6.85K	-0.47%
Mar 31, 2026	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.22%	236.08K	6.78M	19.18K	+8.84%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.15%	155.46K	4.46M	2.94K	+1.93%
Mar 31, 2026	FAMILY LEGACY, INC.	0.16%	161.24K	4.63M	4.41K	+2.81%
Mar 31, 2026	ECHO45 ADVISORS LLC	0.16%	162.41K	4.66M	7.22K	+4.65%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	175.27K	5.03M	-101.53K	-36.68%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	177.78K	5.11M	-3.65K	-2.01%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.18%	180.83K	5.19M	9.49K	+5.54%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.18%	182.38K	5.24M	0	0
Mar 31, 2026	CONNING INC.	0.22%	233.57K	6.71M	136.3K	+140.13%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	224.31K	6.44M	-4.07K	-1.78%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.53%	570.61K	16.39M	430.51K	+307.29%
Mar 31, 2026	JPMORGAN CHASE & CO	0.18%	187.6K	5.33M	15.85K	+9.23%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.19%	191.77K	5.51M	43.75K	+29.56%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.19%	197.98K	5.69M	-340.23K	-63.22%
Mar 31, 2026	NBT BANK N A /NY	0.19%	198.57K	5.7M	191.3K	+2,631.77%
Mar 31, 2026	PLAN GROUP FINANCIAL, LLC	0.19%	200.61K	5.76M	14.73K	+7.92%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.2%	208.22K	5.98M	8.05K	+4.02%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	223.25K	6.41M	4.44K	+2.03%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.51%	551.28K	15.83M	-55.79K	-9.19%
Mar 31, 2026	LPL FINANCIAL LLC	4.58%	4.92M	141.35M	532.03K	+12.12%
Mar 31, 2026	GRANEY & KING, LLC	0.26%	280.76K	8.06M	15.25K	+5.74%
Mar 31, 2026	WRAPMANAGER INC	0.25%	273.64K	7.86M	51.9K	+23.41%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	250K	7.18M	250K	+100.00%
Mar 31, 2026	ALLIANZ SE	0.23%	248.04K	7.12M	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	550.49K	16.17M	-46.88K	-7.85%
Dec 31, 2025	OCTAVIA WEALTH ADVISORS, LLC	0.14%	155.18K	4.56M	5.78K	+3.87%
Dec 31, 2025	ECHO45 ADVISORS LLC	0.15%	155.2K	4.56M	155.2K	+100.00%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.76%	812.1K	23.85M	-237.1K	-22.60%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	218.81K	6.43M	1.54K	+0.71%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.45%	470.81K	13.83M	15.6K	+3.43%
Dec 31, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.53%	562.07K	16.53M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	742.78K	21.81M	25.1K	+3.50%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.73%	781.91K	22.96M	2.41K	+0.31%
Dec 31, 2025		0.22%	231.41K	6.8M	231.41K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	276.8K	8.13M	31.25K	+12.73%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.28%	296.53K	8.71M	264.08K	+813.64%
Dec 31, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.28%	297.12K	8.73M	-6.73K	-2.22%
Dec 31, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.28%	298.27K	8.76M	-25.21K	-7.79%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.29%	304.15K	8.93M	23.3K	+8.30%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.33%	349.79K	10.27M	297.84K	+573.25%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.33%	352.93K	10.36M	141.62K	+67.02%
Dec 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.34%	368.57K	10.82M	334.23K	+973.20%
Dec 31, 2025	GRANEY & KING, LLC	0.25%	265.51K	7.8M	109.4K	+70.08%
Dec 31, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.39%	408.71K	12M	-11.34K	-2.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	503.34K	14.78M	25.78K	+5.40%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	1.18%	1.24M	36.51M	27.24K	+2.24%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	216.29K	6.35M	34.72K	+19.12%
Dec 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.2%	216.9K	6.37M	19.73K	+10.01%
Dec 31, 2025	WRAPMANAGER INC	0.21%	221.74K	6.51M	-6.61K	-2.90%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	372.18K	10.93M	-996	-0.27%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	372.91K	10.95M	117.57K	+46.05%
Dec 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.37%	392.28K	11.61M	17.13K	+4.57%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.38%	401.94K	11.8M	32.44K	+8.78%
Dec 31, 2025	MORGAN STANLEY	2.44%	2.57M	75.43M	83.93K	+3.38%
Dec 31, 2025	CERITY PARTNERS LLC	3.16%	3.33M	97.93M	163.29K	+5.15%
Dec 31, 2025	FAMILY LEGACY, INC.	0.15%	156.83K	4.61M	1.19K	+0.76%
Dec 31, 2025	UBS GROUP AG	0.15%	157.37K	4.62M	-249.08K	-61.28%
Dec 31, 2025	JPMORGAN CHASE & CO	0.16%	171.75K	5.04M	41.16K	+31.52%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.16%	171.34K	5.03M	19.38K	+12.75%
Dec 31, 2025	LIDO ADVISORS, LLC	0.17%	179.96K	5.35M	1	0.00%
Dec 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.46%	497.73K	14.62M	-26.04K	-4.97%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	228.38K	6.71M	-80.1K	-25.97%
Dec 31, 2025	ALLIANZ SE	0.24%	248.04K	7.28M	248.04K	+100.00%
Dec 31, 2025	KENSINGTON ASSET MANAGEMENT, LLC	1.32%	1.39M	40.97M	30.56K	+2.24%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.37%	1.44M	42.38M	-27.04K	-1.84%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.86%	1.96M	57.57M	348.04K	+21.58%
Dec 31, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	2.42%	2.59M	76.05M	1.36M	+110.12%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.22%	232.38K	6.82M	9.07K	+4.06%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	414.07K	12.23M	21.69K	+5.53%
Dec 31, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.5%	528.21K	15.51M	-152.01K	-22.35%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.51%	543.48K	15.96M	-468.19K	-46.28%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.51%	538.22K	15.8M	23.61K	+4.59%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.92%	967.02K	28.4M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.11%	1.17M	34.33M	-382.79K	-24.67%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	181.43K	5.33B	12.72K	+7.54%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	182.38K	5.36M	0	0
Dec 31, 2025	PLAN GROUP FINANCIAL, LLC	0.17%	185.89K	5.46M	39.83K	+27.27%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.19%	200.17K	5.88M	19.71K	+10.92%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.19%	198.37K	5.82M	-5.6K	-2.74%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.26%	273.08K	8.02M	60.76K	+28.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.42%	444.19K	13.04M	89.43K	+25.21%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.43%	456.61K	13.41M	16.22K	+3.68%
Dec 31, 2025	CYPRESS FINANCIAL PLANNING LLC	0.44%	467.4K	13.73M	27.86K	+6.34%
Dec 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.58%	615.54K	18.08M	28.21K	+4.80%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.58%	607.07K	17.83M	-163.27K	-21.19%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.63%	671.37K	19.71M	17.46K	+2.67%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.42%	3.66M	107.42M	326.75K	+9.81%
Dec 31, 2025	LPL FINANCIAL LLC	4.15%	4.39M	128.9M	-136.69K	-3.02%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	18.85%	19.85M	583.02M	-740.34K	-3.59%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.15%	163K	4.84M	2.04K	+1.27%
Sep 30, 2025	ACT ADVISORS, LLC.	0.27%	285.64K	8.49M	28.01K	+10.87%
Sep 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.3%	323.48K	9.62M	24.86K	+8.33%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.31%	329.25K	9.79M	329.22K	+997,627.27%
Sep 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.35%	375.14K	11.15M	25.6K	+7.32%
Sep 30, 2025	UBS GROUP AG	0.38%	406.45K	12.08M	240.68K	+145.19%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	459.7K	13.67M	-250.83K	-35.30%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	477.56K	14.2M	5.67K	+1.20%
Sep 30, 2025	MORGAN STANLEY	2.34%	2.48M	73.87M	44.6K	+1.83%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.13%	3.33M	99.04M	143.11K	+4.49%
Sep 30, 2025	WRAPMANAGER INC	0.21%	228.35K	6.79M	-70.77K	-23.66%
Sep 30, 2025	LIVE OAK INVESTMENT PARTNERS	0.22%	230.47K	6.24M	230.47K	+100.00%
Sep 30, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.39%	420.05K	12.49M	-9.05K	-2.11%
Sep 30, 2025	CYPRESS FINANCIAL PLANNING LLC	0.41%	439.54K	13.07M	28.44K	+6.92%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.38%	1.47M	43.71M	68.9K	+4.92%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	19.36%	20.59M	612.28M	1.19M	+6.15%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	597.37K	17.73M	472.06K	+376.71%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.61%	653.91K	19.44M	26.04K	+4.15%
Sep 30, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.64%	680.22K	20.22M	662.45K	+3,726.63%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	717.68K	21.34M	204.06K	+39.73%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.69%	738.56K	21.96M	352.45K	+91.28%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.46%	1.55M	46.12M	-628.99K	-28.84%
Sep 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.23%	248.04K	7.37M	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	255.33K	7.57M	39.39K	+18.24%
Sep 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.29%	303.85K	9.02M	4.87K	+1.63%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	308.48K	9.17M	65.4K	+26.91%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	354.76K	10.55M	124.82K	+54.28%
Sep 30, 2025	HORIZON INVESTMENTS, LLC	0.95%	1.01M	29.76M	256.19K	+33.91%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.99%	1.05M	31.19M	135.8K	+14.87%
Sep 30, 2025	PEAK FINANCIAL ADVISORS LLC	0.22%	236.38K	7.03M	-37.85K	-13.80%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	245.55K	7.3M	7.51K	+3.15%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.41%	440.39K	13.09M	440.39K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.43%	455.2K	13.53M	-2.68K	-0.59%
Sep 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.49%	523.77K	15.57M	38.28K	+7.89%
Sep 30, 2025	BRASS TAX WEALTH MANAGEMENT, INC	0.51%	537.31K	15.97M	161.73K	+43.06%
Sep 30, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.53%	562.07K	16.53M	0	0
Sep 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.55%	587.33K	17.46M	34.45K	+6.23%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.72%	770.33K	22.9M	90.02K	+13.23%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.73%	779.5K	23.17M	-254.08K	-24.58%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.91%	967.02K	28.75M	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.48%	514.6K	15.3M	25.08K	+5.12%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.26%	280.85K	8.35M	26.24K	+10.30%
Sep 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.25%	262.43K	7.68M	131.22K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.35%	369.5K	10.99M	40.94K	+12.46%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.35%	373.18K	11.09M	-1.62K	-0.43%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.21%	223.31K	6.64M	2.24K	+1.01%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.21%	219.17K	6.52M	0	0
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.2%	217.27K	6.46M	11.58K	+5.63%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.2%	211.3K	6.28M	2.09K	+1.00%
Sep 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.19%	197.17K	5.86M	4.99K	+2.60%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	182.38K	5.42M	0	0
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.17%	180.47K	5.37M	6K	+3.44%
Sep 30, 2025	CITIGROUP INC	0.17%	179.15K	5.33M	-4.28K	-2.33%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	1.14%	1.22M	36.15M	-9.66K	-0.79%
Sep 30, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	1.16%	1.23M	36.54M	0	0
Sep 30, 2025	KENSINGTON ASSET MANAGEMENT, LLC	1.28%	1.36M	40.55M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	4.26%	4.53M	134.57M	1.33M	+41.80%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.52%	1.61M	47.94M	-12.89K	-0.79%
Sep 30, 2025	WELA STRATEGIES, INC.	1.53%	1.62M	5.95M	1.43M	+728.61%
Sep 30, 2025	CERITY PARTNERS LLC	2.98%	3.17M	94.29M	124.87K	+4.10%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	392.39K	11.61M	22.12K	+5.97%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.14%	144.5K	4.3M	19.28K	+15.39%
Sep 30, 2025	PLAN GROUP FINANCIAL, LLC	0.14%	146.06K	4.34M	57.37K	+64.68%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	168.71K	5.02M	24.99K	+17.39%
Sep 30, 2025	OCTAVIA WEALTH ADVISORS, LLC	0.14%	149.4K	4.44M	4.12K	+2.84%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.14%	151.97K	4.52M	15.94K	+11.72%
Sep 30, 2025	FAMILY LEGACY, INC.	0.15%	155.64K	4.63M	423	+0.27%
Sep 30, 2025	GRANEY & KING, LLC	0.15%	156.11K	4.64M	37.76K	+31.91%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.15%	156.7K	4.66M	-149.3K	-48.79%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	370.27K	10.8M	193.59K	+109.57%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.14%	2.18M	63.78M	-435.19K	-16.63%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.95%	967.02K	28.31B	0	0
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0.74%	755.47K	21.89M	-271.23K	-26.42%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.7%	710.53K	20.8B	710.53K	+100.00%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.67%	680.31K	19.92M	-204.53K	-23.11%
Jun 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.48%	485.49K	14.22M	-6.03K	-1.23%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	471.9K	13.82M	-1.44M	-75.30%
Jun 30, 2025	BRASS TAX WEALTH MANAGEMENT, INC	0.37%	375.58K	11M	5.24K	+1.42%
Jun 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.29%	298.98K	8.85M	289.65K	+3,103.79%
Jun 30, 2025	PEAK FINANCIAL ADVISORS LLC	0.27%	274.23K	8.03M	-45.2K	-14.15%
Jun 30, 2025	ACT ADVISORS, LLC.	0.25%	257.62K	7.54M	257.62K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.25%	254.61K	7.46M	-14.42K	-5.36%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	215.94K	6.29M	13.44K	+6.64%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.62%	627.88K	18.38M	19.56K	+3.22%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.37%	374.8K	10.97M	-16.97K	-4.33%
Jun 30, 2025	MORGAN STANLEY	2.4%	2.44M	71.44B	-200.91K	-7.61%
Jun 30, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	1.21%	1.23M	35.99M	0	0
Jun 30, 2025	FAMILY LEGACY, INC.	0.15%	155.22K	4.54M	2.72K	+1.79%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.19%	196.9K	5.77M	11.5K	+6.20%
Jun 30, 2025	WELA STRATEGIES, INC.	0.19%	196.02K	5.74M	1.23K	+0.63%
Jun 30, 2025	NBT BANK N A /NY	0.19%	192.34K	5.63M	6.48K	+3.49%
Jun 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.19%	192.18K	5.63M	-190.94K	-49.84%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.19%	189.32K	5.54M	10.49K	+5.87%
Jun 30, 2025	LIDO ADVISORS, LLC	0.18%	183.49K	5.37M	-307.17K	-62.60%
Jun 30, 2025	ESSEX LLC	0.17%	177.45K	5.2M	3.96K	+2.28%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.17%	174.47K	5.11M	22.63K	+14.90%
Jun 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.16%	160.96K	4.71M	7.49K	+4.88%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	159.58K	4.67M	31.25K	+24.35%
Jun 30, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.55%	562.07K	16.53M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	19.08%	19.4M	568.05M	-354K	-1.79%
Jun 30, 2025	LPL FINANCIAL LLC	3.14%	3.19M	93.47M	-549.92K	-14.70%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.13%	3.19M	93.35M	141.83K	+4.66%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	243.07K	7.12M	-188.11K	-43.63%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.54%	552.88K	16.19M	33.33K	+6.42%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.45%	457.89K	13.41M	-17.33K	-3.65%
Jun 30, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.42%	429.1K	12.56M	-8.31K	-1.90%
Jun 30, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.29%	298.62K	8.74M	-10.29K	-3.33%
Jun 30, 2025		0.29%	297.55K	8.71M	-7.79K	-2.55%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.28%	287.2K	8.41M	14.05K	+5.14%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	282.61K	8.28M	282.61K	+100.00%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.28%	281.57K	8.24M	281.57K	+100.00%
Jun 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.24%	248.04K	7.26M	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	238.05K	6.97M	-52.77K	-18.15%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	229.94K	6.73M	-274.07K	-54.38%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.22%	221.07K	6.47M	-543	-0.25%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.22%	219.17K	6.42M	7.05K	+3.32%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.21%	209.21K	6.1M	2.77K	+1.34%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.2%	205.69K	6.02M	-1.95K	-0.94%
Jun 30, 2025	CHB INVESTMENT GROUP, LLC	0.29%	297.55K	8.71M	-7.79K	-2.55%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.2%	202.48K	5.93M	-18.91K	-8.54%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	513.62K	15.04M	-328.86K	-39.03%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.48%	489.53K	14.33M	-121.35K	-19.86%
Jun 30, 2025	CYPRESS FINANCIAL PLANNING LLC	0.4%	411.1K	12.04M	25.02K	+6.48%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	1.02%	1.03M	30.26M	27.41K	+2.72%
Jun 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.9%	913.4K	26.36M	0	0
Jun 30, 2025	CERITY PARTNERS LLC	3%	3.05M	89.21M	95.89K	+3.25%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.6%	1.63M	47.59M	-42.58K	-2.55%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.38%	1.4M	41.03M	-68.66K	-4.67%
Jun 30, 2025	KENSINGTON ASSET MANAGEMENT, LLC	1.34%	1.36M	39.93M	-855.86K	-38.56%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	1.21%	1.23M	35.89M	47.15K	+4.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.38%	386.11K	11.31M	1.56K	+0.40%
Jun 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.34%	349.55K	10.23M	6.55K	+1.91%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.32%	328.56K	9.62M	26.42K	+8.74%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.3%	306K	8.96M	-18.26K	-5.63%
Jun 30, 2025	WRAPMANAGER INC	0.29%	299.11K	8.76M	23.33K	+8.46%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	20.16%	19.75M	570.12M	10.28M	+108.59%
Mar 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.5%	491.52K	14.19M	-7.16K	-1.44%
Mar 31, 2025	LIDO ADVISORS, LLC	0.5%	490.65K	14.16M	271.06K	+123.44%
Mar 31, 2025	AVEO CAPITAL PARTNERS, LLC	0.49%	478.05K	13.51M	-128.68K	-21.21%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.48%	475.21K	13.71M	-23.44K	-4.70%
Mar 31, 2025	PERFORMA LTD (US), LLC	0.48%	474.86K	13.7M	29K	+6.50%
Mar 31, 2025	JANNEY CAPITAL MANAGEMENT LLC	0.45%	437.41K	12.62M	4.56K	+1.05%
Mar 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.39%	383.12K	11.06M	9.95K	+2.67%
Mar 31, 2025	BRASS TAX WEALTH MANAGEMENT, INC	0.38%	370.34K	10.69M	20.32K	+5.81%
Mar 31, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	1.26%	1.23M	35.48M	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.51%	504.01K	14.55M	28.88K	+6.08%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.62%	608.31K	17.56M	51.07K	+9.17%
Mar 31, 2025	OCTAVIA WEALTH ADVISORS, LLC	0.35%	344.28K	9.94M	31.12K	+9.94%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.62%	610.87K	17.63M	139.67K	+29.64%
Mar 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.76%	748.23K	21.59M	17.81K	+2.44%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.34%	337.37K	9.74M	-7.15K	-2.08%
Mar 31, 2025	PEAK FINANCIAL ADVISORS LLC	0.33%	319.44K	9.22M	34.93K	+12.28%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.33%	324.26K	9.36M	127.08K	+64.45%
Mar 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.53%	519.55K	14.99M	104.32K	+25.12%
Mar 31, 2025	SHEPHERD KAPLAN KROCHUK, LLC	0.32%	308.91K	8.91M	13.07K	+4.42%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	842.47K	24.31M	176.76K	+26.55%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.9%	884.84K	25.54M	255.75K	+40.65%
Mar 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.93%	913.4K	26.36M	0	0
Mar 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.35%	343K	9.9M	-88.21K	-20.46%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	1.03%	1.01M	29.04M	-26.65K	-2.58%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.5%	1.47M	42.42M	-29.75K	-1.98%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.7%	1.67M	48.14M	85.24K	+5.38%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.95%	1.91M	55.14M	62.99K	+3.41%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.67%	2.62M	75.5M	-211.01K	-7.46%
Mar 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.33%	327.51K	9.45M	327.51K	+100.00%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.29%	282.38K	8.15M	43.1K	+18.01%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.29%	287.79K	8.31M	25.39K	+9.68%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	431.19K	12.44M	126.83K	+41.67%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.3%	290.13K	8.37M	71.39K	+32.64%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	290.82K	8.39M	52.42K	+21.99%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.3%	296.36K	8.55M	296.36K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.31%	302.14K	8.55M	-34.99K	-10.38%
Mar 31, 2025		0.31%	305.34K	8.81M	1.47K	+0.48%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.39%	384.56K	11.1M	-443.07K	-53.54%
Mar 31, 2025	CYPRESS FINANCIAL PLANNING LLC	0.39%	386.09K	11.14M	6.95K	+1.83%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.4%	391.77K	11.31M	-5.13K	-1.29%
Mar 31, 2025	HORIZON INVESTMENTS, LLC	1.05%	1.03M	29.31M	6.46K	+0.63%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.16%	1.14M	32.94M	-57.65K	-4.81%
Mar 31, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.57%	562.07K	16.53M	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.33%	326.66K	9.43M	35.75K	+12.29%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.99%	967.02K	27.91M	0	0
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	1.2%	1.18M	34.01M	-5.26K	-0.44%
Mar 31, 2025	MORGAN STANLEY	2.69%	2.64M	76.22M	-30.17K	-1.13%
Mar 31, 2025	CERITY PARTNERS LLC	3.01%	2.95M	85.16M	101.49K	+3.56%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.11%	3.05M	87.92M	120.98K	+4.14%
Mar 31, 2025	LPL FINANCIAL LLC	3.82%	3.74M	108M	24.15K	+0.65%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.21%	232.8K	6.76M	2.83K	+1.23%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	322.67K	9.36M	-51.03K	-13.65%
Mar 31, 2024	TRILOGY CAPITAL INC.	0.32%	325.49K	9.45M	-36.84K	-10.17%
Mar 31, 2024	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.32%	330.85K	9.6M	116.31K	+54.21%
Mar 31, 2024	CITADEL ADVISORS LLC	0.34%	371.94K	10.79M	362.15K	+3,698.42%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	375.07K	10.88M	25.55K	+7.31%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.34%	349.72K	422K	328.52K	+1,549.70%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.34%	379.45K	11.01M	-136	-0.04%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.36%	371.84K	10.79M	-26.16K	-6.57%
Mar 31, 2024	DESTINY WEALTH PARTNERS, LLC	0.37%	381.8K	11.08M	18.02K	+4.95%
Mar 31, 2024	AMERICAN FINANCIAL ADVISORS, LLC	0.4%	406.87K	11.81M	-803	-0.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.42%	464.1K	13.47M	-308.87K	-39.96%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.43%	438.1K	12.71M	-413.2K	-48.54%
Mar 31, 2024	TRANSFORM WEALTH, LLC	0.45%	457.97K	13.29M	-33.03K	-6.73%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.45%	459.3K	13.33M	33.03K	+7.75%
Mar 31, 2024	CAPE COD FIVE CENTS SAVINGS BANK	0.45%	460K	13.35M	89.45K	+24.14%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.57%	584.33K	16.96M	19.57K	+3.47%
Mar 31, 2024	HORIZON INVESTMENTS, LLC	0.96%	981.67K	28.18M	-1.82K	-0.19%
Mar 31, 2024	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.98%	1M	29.02M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.03%	1.14M	32.98M	130.74K	+13.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.04%	1.15M	33.3M	11.35K	+1.00%
Mar 31, 2024	SOUTHERN FARM BUREAU LIFE INSURANCE	1.2%	1.23M	35.73M	0	0
Mar 31, 2024	MATHER GROUP, LLC.	0.44%	453.02K	13.04M	-4.37K	-0.95%
Mar 31, 2024	JANE STREET GROUP, LLC	0.45%	500K	14.51M	500K	+100.00%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.46%	505.5K	14.67M	11.01K	+2.23%
Mar 31, 2024	JANNEY CAPITAL MANAGEMENT LLC	0.46%	468.91K	13.61M	-13.82K	-2.86%
Mar 31, 2024	LIDO ADVISORS, LLC	0.48%	487.49K	14.15M	-76.02K	-13.49%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	0.48%	489.14K	14.19M	72.54K	+17.41%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.48%	492.55K	14.29M	8.63K	+1.78%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.49%	545.74K	15.84M	-45.08K	-7.63%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.5%	516.74K	15M	349.13K	+208.29%
Mar 31, 2024	RIVERFRONT INVESTMENT GROUP, LLC	0.51%	520.17K	15.1M	60.17K	+13.08%
Mar 31, 2024	DESERET MUTUAL BENEFIT ADMINISTRATORS	0.54%	550.66K	15.98M	5.37K	+0.98%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.55%	568K	16.48M	330.05K	+138.71%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	0.63%	646.96K	18.46M	88.84K	+15.92%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.71%	789.34K	22.91M	0	0
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	0.86%	877.86K	25.49M	-854.59K	-49.33%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.87%	891.82K	25.88M	230.78K	+34.91%
Mar 31, 2024	WRIGHT FUND MANAGEMENT, LLC	0.89%	913.4K	26.51M	0	0
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	0.95%	977.79K	28.38M	5.62K	+0.58%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	1.19%	1.22M	35.38M	-2.41K	-0.20%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.24%	1.37M	39.75M	-50.62K	-3.56%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.47%	1.62M	47.22M	-373.98K	-18.71%
Mar 31, 2024	KENSINGTON ASSET MANAGEMENT, LLC	1.88%	1.93M	55.97M	100K	+5.47%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.95%	2.16M	62.67M	-7.59K	-0.35%
Mar 31, 2024	MORGAN STANLEY	2.18%	2.41M	70.01M	119.62K	+5.22%
Mar 31, 2024	CERITY PARTNERS LLC	2.61%	2.68M	77.65M	-150.6K	-5.33%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	2.82%	2.89M	83.77M	173.01K	+6.38%
Mar 31, 2024	LPL FINANCIAL LLC	3.05%	3.38M	98.02M	609.98K	+22.04%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.44%	7.14M	207.1M	690.61K	+10.71%
Mar 31, 2024	STATE OF TENNESSEE, TREASURY DEPARTMENT	4.95%	5.07M	147.18M	1.14M	+28.93%
Mar 31, 2024	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.22%	248.04K	7.2M	0	0
Mar 31, 2024	CYPRESS FINANCIAL PLANNING LLC	0.22%	248.78K	7.22M	195.46K	+366.52%
Mar 31, 2024	SHEPHERD KAPLAN KROCHUK, LLC	0.22%	249.19K	7.23M	-13.16K	-5.02%
Mar 31, 2024	OCTAVIA WEALTH ADVISORS, LLC	0.23%	255.48K	7.41M	-524	-0.20%
Mar 31, 2024	AVITAS WEALTH MANAGEMENT LLC	0.24%	268.13K	7.78M	6.89K	+2.64%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.25%	280.83K	9.77M	270.51K	+2,619.90%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	281.93K	8.18M	281.93K	+100.00%
Mar 31, 2024	PERFORMA LTD (US), LLC	0.25%	282.55K	8.2M	-17.15K	-5.72%
Mar 31, 2024	SYMPHONY FINANCIAL, LTD. CO.	0.26%	290.5K	8.43M	8.84K	+3.14%
Mar 31, 2024	DARWIN WEALTH MANAGEMENT, LLC	0.27%	298.37K	8.66M	-23.09K	-7.18%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.27%	302.19K	8.77M	-3.3K	-1.08%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.28%	312.38K	9.07M	-19.31K	-5.82%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.28%	313.2K	9.09M	-20.55K	-6.16%
Dec 31, 2023	LPL FINANCIAL LLC	2.57%	2.77M	79.65M	4.85K	+0.18%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.31%	331.68K	9.55M	-106.12K	-24.24%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.31%	333.74K	9.61M	22.81K	+7.34%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	349.52K	10.06M	-80.66K	-18.75%
Dec 31, 2023	SYNERGY ASSET MANAGEMENT, LLC	0.33%	349.92K	10.07M	349.92K	+100.00%
Dec 31, 2023	TRILOGY CAPITAL INC.	0.34%	362.32K	10.43M	-40.13K	-9.97%
Dec 31, 2023	DESTINY WEALTH PARTNERS, LLC	0.34%	363.78K	10.38M	11.96K	+3.40%
Dec 31, 2023	CAPE COD FIVE CENTS SAVINGS BANK	0.34%	370.55K	10.66M	370.55K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	373.7K	10.76M	-8.35K	-2.19%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.35%	379.58K	10.92M	-794	-0.21%
Dec 31, 2023	UBS GROUP AG	0.37%	394.12K	11.34M	-49.73K	-11.20%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.37%	398K	11.45M	205.44K	+106.69%
Dec 31, 2023	AMERICAN FINANCIAL ADVISORS, LLC	0.38%	407.68K	11.73M	-5.9K	-1.43%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.39%	416.6K	11.99M	130.65K	+45.69%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.4%	426.27K	12.27M	80.6K	+23.32%
Dec 31, 2023		0.4%	433.27K	12.47M	398.8K	+1,156.94%
Dec 31, 2023	MATHER GROUP, LLC.	0.42%	457.38K	13.16M	-92.53K	-16.83%
Dec 31, 2023	RIVERFRONT INVESTMENT GROUP, LLC	0.43%	460K	13.24M	124.55K	+37.13%
Dec 31, 2023	JANNEY CAPITAL MANAGEMENT LLC	0.45%	482.74K	13.89M	-30.43K	-5.93%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.45%	483.92K	13.93M	-34.23K	-6.61%
Dec 31, 2023	TRANSFORM WEALTH, LLC	0.46%	491K	14.13M	491K	+100.00%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.46%	494.49K	14.23M	11.55K	+2.39%
Dec 31, 2023	DESERET MUTUAL BENEFIT ADMINISTRATORS	0.51%	545.3K	15.69M	-79.44K	-12.72%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	0.52%	558.12K	16.06M	58.82K	+11.78%
Dec 31, 2023	ACT ADVISORS, LLC.	0.52%	560.62K	16.13M	560.62K	+100.00%
Dec 31, 2023	LIDO ADVISORS, LLC	0.52%	563.51K	16.22M	-136.4K	-19.49%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.52%	564.76K	16.25M	6.31K	+1.13%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.55%	590.82K	17M	-7.61K	-1.27%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.61%	661.04K	19.02M	561.2K	+562.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.72%	772.96K	22.25M	-377.33K	-32.80%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.73%	789.34K	22.72M	55.48K	+7.56%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.79%	851.3K	24.76M	-318.44K	-27.22%
Dec 31, 2023	WRIGHT FUND MANAGEMENT, LLC	0.85%	913.4K	26.29M	-104.3K	-10.25%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.9%	972.16K	27.98M	-430.39K	-30.69%
Dec 31, 2023	HORIZON INVESTMENTS, LLC	0.91%	983.5K	28.17M	-19.93K	-1.99%
Dec 31, 2023	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.93%	1M	28.78M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.93%	1.01M	28.94M	110.48K	+12.34%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.99%	6.45M	185.51M	-940.79K	-12.74%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.06%	1.14M	32.69M	161.72K	+16.60%
Dec 31, 2023	1832 ASSET MANAGEMENT L.P.	1.13%	1.22M	35.15M	307.51K	+33.65%
Dec 31, 2023	SOUTHERN FARM BUREAU LIFE INSURANCE	1.14%	1.23M	35.54M	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.32%	1.42M	40.88M	-43.15K	-2.95%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	1.61%	1.73M	49.96M	860.13K	+98.60%
Dec 31, 2023	KENSINGTON ASSET MANAGEMENT, LLC	1.7%	1.83M	52.62M	1.83M	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.86%	2M	57.47M	-62.08K	-3.01%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.01%	2.17M	62.37M	211.09K	+10.79%
Dec 31, 2023	MORGAN STANLEY	2.13%	2.29M	65.99M	-116.63K	-4.84%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	2.52%	2.71M	78.09M	84.71K	+3.22%
Dec 31, 2023	STATE OF TENNESSEE, TREASURY DEPARTMENT	3.65%	3.93M	113.21M	1.5M	+61.90%
Dec 31, 2023	CERITY PARTNERS LLC	2.63%	2.83M	81.34M	-48.87K	-1.70%
Mar 31, 2023	ASSET ALLOCATION & MANAGEMENT COMPANY, LLC	0%	0	-	0	0
Mar 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0%	0	-	0	0
Mar 31, 2023	NSI RETAIL ADVISORS, LLC	0%	0	-	0	0
Mar 31, 2023	CSM ADVISORS, LLC	0%	0	-	0	0
Mar 31, 2023	BETTERMENT LLC	0%	0	-	0	0
Mar 31, 2023	VITALSTONE FINANCIAL, LLC	0%	0	-	0	0
Mar 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0%	0	-	0	0
Mar 31, 2023	ONEASCENT FINANCIAL SERVICES LLC	0%	0	-	0	0
Mar 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	0	-	0	0
Mar 31, 2023	M HOLDINGS SECURITIES, INC.	0%	0	-	0	0
Mar 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	0	0
Mar 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	0	0
Mar 31, 2023	GEOWEALTH MANAGEMENT, LLC	0%	0	-	0	0
Mar 31, 2023	MML INVESTORS SERVICES, LLC	0%	0	-	0	0
Mar 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	0%	0	-	0	0
Mar 31, 2023	SOUTHERN FARM BUREAU LIFE INSURANCE	0%	0	-	0	0
Mar 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	0	0
Mar 31, 2023	JANNEY CAPITAL MANAGEMENT LLC	0%	0	-	0	0
Mar 31, 2023	PFS INVESTMENTS INC.	0%	0	-	0	0
Mar 31, 2023	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0%	0	-	0	0
Mar 31, 2023	CLEAR STREET MARKETS LLC	0%	0	-	0	0
Mar 31, 2023	AVION WEALTH	0%	0	-	0	0
Mar 31, 2023	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	0	-	0	0
Mar 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	0	0
Mar 31, 2023	VALLEY NATIONAL ADVISERS INC	0%	0	-	0	0
Mar 31, 2023	RONALD BLUE TRUST, INC.	0%	0	-	0	0
Mar 31, 2023	VAN ECK ASSOCIATES CORP	0%	0	-	0	0
Mar 31, 2023	CWM, LLC	0%	0	-	0	0
Mar 31, 2023	BANQUE CANTONALE VAUDOISE	0%	0	-	0	0
Mar 31, 2023	CREATIVEONE WEALTH, LLC	0%	0	-	0	0
Mar 31, 2023	BENEDETTI & GUCER, INC.	0%	0	-	0	0
Mar 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	0	0
Mar 31, 2023	ARETE WEALTH ADVISORS, LLC	0%	0	-	0	0
Mar 31, 2023	RAYMOND JAMES TRUST N.A.	0%	0	-	0	0
Mar 31, 2023	VAUGHAN DAVID INVESTMENTS LLC/IL	0%	0	-	0	0
Mar 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	0	0
Mar 31, 2023	VISIONARY WEALTH ADVISORS	0%	0	-	0	0
Mar 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0%	0	-	0	0
Mar 31, 2023	HRT FINANCIAL LP	0%	0	-	0	0
Mar 31, 2023	BCS WEALTH MANAGEMENT	0%	0	-	0	0
Mar 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	0	0
Mar 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	0	0
Mar 31, 2023	SOWELL FINANCIAL SERVICES LLC	0%	0	-	0	0
Mar 31, 2023	MARINER, LLC	0%	0	-	0	0
Mar 31, 2023	WCG WEALTH ADVISORS LLC	0%	0	-	0	0
Mar 31, 2023	ROVIN CAPITAL /UT/ /ADV	0%	0	-	0	0
Mar 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	0	0

Frequently Asked Questions