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

Who are the major shareholders selling WisdomTree Japan SmallCap Dividend Fund stock?

BARRY INVESTMENT ADVISORS, LLC, in the last quarter, reduced its stake in DFJ by -0.18% restricting it's holding to 84.96 thousand shares of worth nearly $8.67M. MOTLEY FOOL WEALTH MANAGEMENT, LLC also lessened -28.19% of the DFJ shares from its portfolio, reducing its holding to 87.79 thousand shares of worth $8.96M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also shunned DFJ shares holding by -23.82% last quarter which brought its holding to 2.05 thousand shares worth $208.92K.

Investors who are buying DFJ stock?

As per its latest 13F filing, FEDERATION DES CAISSES DESJARDINS DU QUEBEC increased its stake in DFJ by 140% in the last quarter. The institutional holder raised its holding to 120 shares having worth more than $12.25K. DUNHILL FINANCIAL, LLC also added 100% more shares of DFJ to its portfolio, raising its holding to 200 shares of worth $20.41K. FIFTH THIRD BANCORP also increased its DFJ shares holding by 100% which brought its holding to 236 shares worth $24.09K.

DFJ's major insiders: who are they?

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

Did an insider recently sell DFJ stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree Japan SmallCap Dividend Fund's stock. Within the last six months, there have been 0 transaction(s) in which DFJ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DFJ stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree Japan SmallCap Dividend Fund insiders have bought stock, totalling 0 shares

How much of DFJ does insiders own?

Around 0 WisdomTree Japan SmallCap Dividend Fund shares are held by insiders, which represents about N/A of DFJ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DFJ?

FEDERATION DES CAISSES DESJARDINS DU QUEBEC is the largest institutional owner in DFJ which holds 120 shares worth $12.25K or 0% of the total DFJ shares outstanding followed by DUNHILL FINANCIAL, LLC with ownership of 200 shares representing 0.01% of the DFJ ownership. FIFTH THIRD BANCORP is the third largest stakeholder with 236 shares or 0.01% of the ownership worth more than $24.09K.

Is WisdomTree Japan SmallCap Dividend Fund 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 DFJ is concerned, it is a stock which is optionable.

Is there a short position on DFJ's shares?

Number of DFJ 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 DFJ shares are there?

As of today, null shares of DFJ are outstanding.

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

DFJ 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 DFJ is null.

WisdomTree Japan SmallCap Dividend Fund (DFJ) 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. FEDERATION DES CAISSES DESJARDINS DU QUEBEC is the top corporate investor, holding 120 shares valued at $12.25K. A 0% stake in WisdomTree Japan SmallCap Dividend Fund is owned by the company. DUNHILL FINANCIAL, LLC owns 200 shares valued at $20.41K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	120	12.25K	70	+140.00%
Mar 31, 2026	DUNHILL FINANCIAL, LLC	0.01%	200	20.41K	200	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	236	24.09K	236	+100.00%
Mar 31, 2026	BANK OF JACKSON HOLE TRUST	0.01%	250	25.52K	250	+100.00%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.01%	313	31.95K	0	0
Mar 31, 2026	BLACKROCK, INC.	0.01%	380	38.78K	380	+100.00%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.44%	15.81K	1.61M	572	+3.75%
Mar 31, 2026	FLOW TRADERS U.S. LLC	1.09%	39.28K	4.01M	39.28K	+100.00%
Mar 31, 2026	BARRY INVESTMENT ADVISORS, LLC	2.35%	84.96K	8.67M	-153	-0.18%
Mar 31, 2026	MOTLEY FOOL WEALTH MANAGEMENT, LLC	2.43%	87.79K	8.96M	-34.46K	-28.19%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.54%	128.22K	13.09M	2.11K	+1.67%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	5.86%	212.16K	21.65M	2.27K	+1.08%
Mar 31, 2026	MORGAN STANLEY	6.69%	242.23K	24.72M	501	+0.21%
Mar 31, 2026		0.04%	1.57K	160.13K	1.57K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	2.02K	205.65K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	2.05K	208.92K	-640	-23.82%
Mar 31, 2026	CITADEL ADVISORS LLC	0.08%	2.73K	278.42K	-16.09K	-85.50%
Mar 31, 2026	INGALLS & SNYDER LLC	0.08%	2.73K	279K	2.73K	+100.00%
Mar 31, 2026	E&G ADVISORS, LP	0.08%	2.86K	292.3K	7	+0.25%
Mar 31, 2026	MEITAV INVESTMENT HOUSE LTD	0.09%	3.17K	323.53K	0	0
Mar 31, 2026	CORE WEALTH PARTNERS LLC	0.1%	3.5K	357.21K	0	0
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.11%	3.83K	390.38K	3.83K	+100.00%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.11%	4.06K	413.85K	4.06K	+100.00%
Mar 31, 2026	CORNERSTONE CAPITAL, INC.	0.12%	4.36K	445.19K	0	0
Mar 31, 2026	3EDGE ASSET MANAGEMENT, LP	0.14%	4.91K	501.52K	243	+5.20%
Mar 31, 2026	JANE STREET GROUP, LLC	0.14%	5K	509.89K	5K	+100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.02%	867	88.46K	867	+100.00%
Mar 31, 2026	ROBERTS GLORE & CO INC /IL/	0.14%	5.12K	522.55K	0	0
Mar 31, 2026	VIRTU FINANCIAL LLC	0.15%	5.39K	550K	5.39K	+100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.19%	6.98K	692.06K	2.09K	+42.77%
Mar 31, 2026	UBS GROUP AG	1.01%	36.69K	3.74M	2.85K	+8.41%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	1.25%	45.39K	4.63M	45.39K	+100.00%
Mar 31, 2026	FMR LLC	10.68%	386.59K	39.45M	152	+0.04%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.01%	199	20.31K	-14	-6.57%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	174	17.76K	0	0
Mar 31, 2026	CWM, LLC	0%	171	17.45K	-49	-22.27%
Mar 31, 2026	NBT BANK N A /NY	0%	153	15.62K	0	0
Mar 31, 2026	TSFG, LLC	0%	149	15K	0	0
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	2.27K	231.37K	-190	-7.73%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.25%	8.99K	917.23K	0	0
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.31%	11.34K	1.16M	2.85K	+33.64%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	833	85.02K	290	+53.41%
Mar 31, 2026	BROWN ADVISORY INC	0.07%	2.43K	247.73K	0	0
Mar 31, 2026	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.2%	7.1K	724.63K	7.1K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.2%	7.21K	736.17K	1.88K	+35.25%
Mar 31, 2026	ROYAL BANK OF CANADA	0.2%	7.21K	736K	3.28K	+83.24%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.21%	7.56K	771.47K	-153	-1.98%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.21%	7.68K	784.23K	1.4K	+22.28%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.35%	12.61K	1.29M	0	0
Mar 31, 2026	CSS LLC/IL	0.38%	13.84K	1.41M	-2.31K	-14.31%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.41%	14.7K	1.5M	10K	+212.63%
Mar 31, 2026	BESSEMER GROUP INC	0.01%	412	42K	0	0
Mar 31, 2026	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.02%	620	63K	0	0
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.02%	632	64.5K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.23%	44.45K	4.54M	-46.75K	-51.26%
Mar 31, 2026	LPL FINANCIAL LLC	1.39%	50.35K	5.14M	-539	-1.06%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.4%	50.74K	5.18M	-1.59K	-3.03%
Mar 31, 2026	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	1.45%	52.34K	5.34M	-6.13K	-10.49%
Mar 31, 2026	SMITHFIELD TRUST CO	0.03%	925	94K	0	0
Mar 31, 2026	HM PAYSON & CO	0.03%	1K	102.06K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.06%	2.16K	219.94K	-2.82K	-56.70%
Mar 31, 2026	SCHOOLCRAFT CAPITAL LLC	1.57%	56.96K	5.81M	-1.49K	-2.55%
Mar 31, 2026	VONTOBEL HOLDING LTD.	2.25%	81.39K	8.31M	-1.05K	-1.27%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	85	8.84K	-31	-26.72%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	87	8.58K	0	0
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	107	10.9K	107	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.61%	52.33K	5.04M	1.31K	+2.56%
Dec 31, 2025	SCHOOLCRAFT CAPITAL LLC	1.8%	58.45K	5.63M	-858	-1.45%
Dec 31, 2025	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	1.8%	58.47K	5.63M	0	0
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.27%	8.48K	817.35K	2.75K	+47.86%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.47%	15.24K	1.47M	0	0
Dec 31, 2025	CSS LLC/IL	0.5%	16.15K	1.56M	590	+3.79%
Dec 31, 2025	CITADEL ADVISORS LLC	0.58%	18.82K	1.81M	18.82K	+100.00%
Dec 31, 2025	NKCFO LLC	0.65%	20.78K	2M	0	0
Dec 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	20	1.93K	0	0
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	22	2.15K	0	0
Dec 31, 2025	1620 INVESTMENT ADVISORS, INC.	0%	50	4.82K	0	0
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	50	4.82K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	1.57%	50.89K	4.9M	-692	-1.34%
Dec 31, 2025		0.52%	16.95K	1.91M	16.95K	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.01%	213	20.52K	0	0
Dec 31, 2025	CWM, LLC	0.01%	220	21K	8	+3.77%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	250	24.08K	-30	-10.71%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	265	25.53K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	313	30.15K	-125	-28.54%
Dec 31, 2025	BESSEMER GROUP INC	0.01%	412	40K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	543	52.31K	343	+171.50%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.02%	632	60.88K	-56	-8.14%
Dec 31, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.02%	620	60K	0	0
Dec 31, 2025	BROWN ADVISORY INC	0.07%	2.43K	233.84K	196	+8.79%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	2.69K	258.91K	14	+0.52%
Dec 31, 2025	E&G ADVISORS, LP	0.09%	2.86K	275.24K	-82	-2.79%
Dec 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.1%	3.17K	305.4K	0	0
Dec 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.1%	3.36K	324.59K	463	+16.00%
Dec 31, 2025	CORE WEALTH PARTNERS LLC	0.11%	3.5K	337.19K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.12%	3.94K	379K	545	+16.07%
Dec 31, 2025	CORNERSTONE CAPITAL, INC.	0.13%	4.36K	420.24K	0	0
Dec 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.14%	4.67K	450K	131	+2.89%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.14%	4.7K	453.12K	-499	-9.59%
Dec 31, 2025	ROBERTS GLORE & CO INC /IL/	0.15%	5.12K	493.26K	-123	-2.35%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	4.89K	471.05K	1.03K	+26.63%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.15%	5.05K	486.81K	-1.01K	-16.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	5.33K	513.79K	2.98K	+126.55%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.19%	6.28K	605.4K	-1.37K	-17.86%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.24%	7.71K	742.98K	0	0
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.28%	8.99K	865.82K	4	+0.04%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.39%	12.61K	1.21M	0	0
Dec 31, 2025	BARRY INVESTMENT ADVISORS, LLC	2.47%	85.12K	8.2M	-1.02K	-1.18%
Dec 31, 2025	VONTOBEL HOLDING LTD.	2.54%	82.44K	7.94M	1.82K	+2.26%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	2.65%	91.2K	8.79M	-136	-0.15%
Dec 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	3.76%	122.25K	11.78M	-23.5K	-16.12%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.87%	126.1K	12.15M	4.14K	+3.40%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	6.46%	209.9K	20.22M	-826	-0.39%
Dec 31, 2025	FMR LLC	11.9%	386.43K	37.23M	5.55K	+1.46%
Dec 31, 2025	BOGART WEALTH, LLC	0%	63	6.1K	1	+1.61%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	87	8.38K	87	+100.00%
Dec 31, 2025	MORGAN STANLEY	7.42%	241.73K	23.29M	4.62K	+1.95%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-180	-100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	96	0	0
Dec 31, 2025	LUMINIST CAPITAL LLC	0%	2	193	0	0
Dec 31, 2025	NBT BANK N A /NY	0%	153	14.74K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	4	385	0	0
Dec 31, 2025	SMITHFIELD TRUST CO	0.03%	925	89K	0	0
Dec 31, 2025	ASSET DEDICATION, LLC	0%	50	4.82K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	4.98K	479.48K	-521	-9.48%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.08%	2.46K	236.71K	236	+10.63%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	2.02K	194.13K	0	0
Dec 31, 2025	HM PAYSON & CO	0.03%	1K	96.34K	0	0
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-77	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-14.91K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	116	11.22K	94	+427.27%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	122	11.71K	1	+0.83%
Dec 31, 2025	TSFG, LLC	0%	149	14K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	174	16.76K	-104	-37.41%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	202	19.46K	0	0
Dec 31, 2025	UBS GROUP AG	1.04%	33.85K	3.26M	-296	-0.87%
Sep 30, 2025	ROBERTS GLORE & CO INC /IL/	0.15%	5.24K	497.25K	-175	-3.23%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	280	26.5K	0	0
Sep 30, 2025	CSS LLC/IL	0.44%	15.56K	1.48M	0	0
Sep 30, 2025	VONTOBEL HOLDING LTD.	2.27%	80.62K	7.65M	-271	-0.34%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.43%	15.24K	1.44M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.45%	51.58K	4.89M	13.56K	+35.68%
Sep 30, 2025	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	1.65%	58.47K	5.54M	0	0
Sep 30, 2025	SCHOOLCRAFT CAPITAL LLC	1.67%	59.31K	5.62M	-4.43K	-6.95%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	2.57%	91.34K	8.66M	3.27K	+3.72%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.43%	121.96K	11.57M	-4.69K	-3.70%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.93%	210.72K	19.98M	4.77K	+2.32%
Sep 30, 2025	BARRY INVESTMENT ADVISORS, LLC	2.43%	86.13K	8.17M	1.11K	+1.30%
Sep 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.13%	4.54K	430.54K	4.54K	+100.00%
Sep 30, 2025	FMR LLC	10.72%	380.89K	36.12M	310	+0.08%
Sep 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	4.1%	145.74K	13.82M	-20.19K	-12.17%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	2.35K	223.24K	2.35K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	2.67K	253.49K	2.67K	+100.00%
Sep 30, 2025	TSFG, LLC	0%	149	14K	0	0
Sep 30, 2025	BOGART WEALTH, LLC	0%	62	5.92K	0	0
Sep 30, 2025	1620 INVESTMENT ADVISORS, INC.	0%	50	4.74K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	22	2.09K	22	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	22	2.09K	22	+100.00%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	20	1.9K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	4	379	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	95	0	0
Sep 30, 2025	LORNE STEINBERG WEALTH MANAGEMENT INC.	0%	0	-	-2.71K	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-42	-100.00%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	0	-	-58	-100.00%
Sep 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.08%	2.89K	276.65K	2.89K	+100.00%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	2.22K	210.62K	2.22K	+100.00%
Sep 30, 2025	BROWN ADVISORY INC	0.06%	2.23K	211.53K	2.23K	+100.00%
Sep 30, 2025	E&G ADVISORS, LP	0.08%	2.94K	278.71K	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.15%	5.2K	493.34K	5.2K	+100.00%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.22%	7.65K	725.47K	-2.4K	-23.88%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.22%	7.71K	731.35K	-42	-0.54%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.25%	8.98K	851.93K	1	+0.01%
Sep 30, 2025	NKCFO LLC	0.58%	20.78K	1.97M	20.78K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.96%	34.14K	3.24M	-3.29K	-8.78%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.44%	51.03K	4.84M	33.57K	+192.35%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.16%	5.74K	537.59K	5.74K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	180	17.08K	0	0
Sep 30, 2025	NBT BANK N A /NY	0%	153	14.51K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	3.86K	368.61K	648	+20.17%
Sep 30, 2025	BESSEMER GROUP INC	0.01%	412	39K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.01%	213	20.2K	-1	-0.47%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.42%	14.91K	1.41M	14.91K	+100.00%
Sep 30, 2025	CORE WEALTH PARTNERS LLC	0.1%	3.5K	331.91K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.1%	3.39K	322K	67	+2.02%
Sep 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.09%	3.17K	300.62K	0	0
Sep 30, 2025	CORNERSTONE CAPITAL, INC.	0.12%	4.36K	413.66K	0	0
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.17%	6.06K	574.68K	-717	-10.58%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	2.02K	191.09K	0	0
Sep 30, 2025	HM PAYSON & CO	0.03%	1K	94.83K	0	0
Sep 30, 2025	SMITHFIELD TRUST CO	0.03%	925	88K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.02%	688	65.21K	-41	-5.62%
Sep 30, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.02%	620	59K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	438	41.54K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	5.5K	521.39K	915	+19.97%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	265	25.13K	35	+15.22%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	278	26.36K	152	+120.63%
Sep 30, 2025	MORGAN STANLEY	6.68%	237.11K	22.49M	-16.46K	-6.49%
Sep 30, 2025	CWM, LLC	0.01%	212	20K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	202	19.09K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	9.01K	854.63K	-43.35K	-82.79%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.35%	12.61K	1.2M	5.8K	+85.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	202	17.31K	98	+94.23%
Jun 30, 2025	FMR LLC	11.72%	380.58K	32.61M	43.06K	+12.76%
Jun 30, 2025	MORGAN STANLEY	7.81%	253.57K	21.73B	-9.47K	-3.60%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	2.71%	88.06K	7.55M	41.62K	+89.61%
Jun 30, 2025	CITADEL ADVISORS LLC	0.31%	10.21K	874.5M	10.21K	+100.00%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.24%	7.75K	664.48K	194	+2.57%
Jun 30, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.02%	620	53K	0	0
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	438	37.53K	0	0
Jun 30, 2025	BESSEMER GROUP INC	0.01%	412	35K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	280	23.93K	0	0
Jun 30, 2025	HM PAYSON & CO	0.03%	1K	85.69K	0	0
Jun 30, 2025	BARRY INVESTMENT ADVISORS, LLC	2.62%	85.03K	7.29M	5.54K	+6.97%
Jun 30, 2025	VONTOBEL HOLDING LTD.	2.49%	80.89K	6.93M	-816	-1.00%
Jun 30, 2025	SCHOOLCRAFT CAPITAL LLC	1.96%	63.74K	5.46M	-3.97K	-5.86%
Jun 30, 2025	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	1.8%	58.47K	5.01M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.61%	52.36K	4.49M	46.88K	+854.85%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	230	19.71K	190	+475.00%
Jun 30, 2025		0.01%	214	18.34K	1	+0.47%
Jun 30, 2025	CWM, LLC	0.01%	212	18K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	180	15.42K	-22	-10.89%
Jun 30, 2025	CARDIFF PARK ADVISORS, LLC	0.01%	170	14.57K	0	0
Jun 30, 2025	NBT BANK N A /NY	0%	153	13.11K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	17.45K	1.5M	1.19K	+7.30%
Jun 30, 2025	CSS LLC/IL	0.48%	15.56K	1.33M	-3.45K	-18.15%
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.47%	15.24K	1.31M	15.24K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.41%	13.46K	1.15M	-23.15K	-63.24%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.31%	10.05K	861.22K	-3.05K	-23.28%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.28%	8.98K	769.81K	8.98K	+100.00%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.21%	6.81K	583.74K	6.81K	+100.00%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.21%	6.78K	580.74K	1.29K	+23.60%
Jun 30, 2025	ROBERTS GLORE & CO INC /IL/	0.17%	5.42K	464.32K	1	+0.02%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.01%	214	18.34K	1	+0.47%
Jun 30, 2025	TSFG, LLC	0%	149	13K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	126	10.8K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	121	10.37K	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	72	6.17K	0	0
Jun 30, 2025	BOGART WEALTH, LLC	0%	62	5.34K	0	0
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	58	4.99K	13	+28.89%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.14%	4.58K	392.73K	543	+13.44%
Jun 30, 2025	SMITHFIELD TRUST CO	0.03%	925	79K	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.02%	729	62.49K	-17	-2.28%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	6.34%	205.95K	17.65M	5.76K	+2.87%
Jun 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	5.11%	165.93K	14.22M	-28.77K	-14.78%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.9%	126.65K	10.85M	61.76K	+95.19%
Jun 30, 2025	LPL FINANCIAL LLC	1.17%	38.01K	3.26M	13.42K	+54.58%
Jun 30, 2025	UBS GROUP AG	1.15%	37.43K	3.21M	1.1K	+3.03%
Jun 30, 2025	CORNERSTONE CAPITAL, INC.	0.13%	4.36K	373.8K	-2.1K	-32.50%
Jun 30, 2025	CORE WEALTH PARTNERS LLC	0.11%	3.5K	299.93K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	3.33K	285K	1	+0.03%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	3.21K	276.32K	371	+13.05%
Jun 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.1%	3.17K	271.65K	0	0
Jun 30, 2025	E&G ADVISORS, LP	0.09%	2.94K	251.85K	-2	-0.07%
Jun 30, 2025	LORNE STEINBERG WEALTH MANAGEMENT INC.	0.08%	2.71K	231.89K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	2.02K	172.67K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.73%	24.59K	1.95M	410	+1.70%
Mar 31, 2025	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	1.73%	58.47K	4.63M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.92%	64.88K	5.14M	2.77K	+4.45%
Mar 31, 2025	BOGART WEALTH, LLC	0%	62	4.88K	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	72	5.71K	0	0
Mar 31, 2025	NBT BANK N A /NY	0%	153	12.13K	0	0
Mar 31, 2025	CARDIFF PARK ADVISORS, LLC	0.01%	170	13.48K	0	0
Mar 31, 2025	LORNE STEINBERG WEALTH MANAGEMENT INC.	0.08%	2.71K	214.5K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	2.84K	226.93K	1.05K	+58.59%
Mar 31, 2025	E&G ADVISORS, LP	0.09%	2.94K	233.13K	-70	-2.32%
Mar 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.09%	3.17K	251.29K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.48%	16.27K	1.29M	-2.74K	-14.42%
Mar 31, 2025	CSS LLC/IL	0.56%	19.01K	1.51M	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	202	15.98K	0	0
Mar 31, 2025	CWM, LLC	0.01%	212	17K	0	0
Mar 31, 2025		0.01%	213	16.89K	-6	-2.74%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	5.48K	434.72K	5.48K	+100.00%
Mar 31, 2025	CORNERSTONE CAPITAL, INC.	0.19%	6.46K	512.24K	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.39%	13.1K	1.04M	-2.9K	-18.13%
Mar 31, 2025	US BANCORP \DE\	0%	71	5.63K	0	0
Mar 31, 2025	COMERICA BANK	0.02%	828	65.64K	0	0
Mar 31, 2025	SMITHFIELD TRUST CO	0.03%	925	73K	0	0
Mar 31, 2025	UBS GROUP AG	1.08%	36.33K	2.88M	-9.38K	-20.52%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.38%	46.44K	3.68M	-1.77K	-3.68%
Mar 31, 2025	SCHOOLCRAFT CAPITAL LLC	2.01%	67.71K	5.37M	-1.89K	-2.71%
Mar 31, 2025	BARRY INVESTMENT ADVISORS, LLC	2.36%	79.48K	6.3M	791	+1.01%
Mar 31, 2025	VONTOBEL HOLDING LTD.	2.42%	81.71K	6.48M	1.06K	+1.31%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	2.02K	159.73K	110	+5.77%
Mar 31, 2025	MORGAN STANLEY	7.79%	263.04K	20.85M	22.55K	+9.37%
Mar 31, 2025	FMR LLC	10%	337.52K	26.76M	-105	-0.03%
Mar 31, 2025	ASSET DEDICATION, LLC	0%	50	3.96K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	1.08%	36.61K	2.9M	-927	-2.47%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.22%	7.56K	603.63K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	104	8.24K	-469	-81.85%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.02%	746	59.14K	679	+1,013.43%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.12%	4.04K	320.25K	1.07K	+35.98%
Mar 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	5.77%	194.7K	15.43M	-26.04K	-11.80%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.93%	200.2K	15.87M	8.07K	+4.20%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	121	9.88K	0	0
Mar 31, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.02%	620	49K	0	0
Mar 31, 2025	CORE WEALTH PARTNERS LLC	0.1%	3.5K	277.45K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	3.32K	264K	-13.93K	-80.74%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	126	9.99K	-95	-42.99%
Mar 31, 2025	ROBERTS GLORE & CO INC /IL/	0.16%	5.42K	429.35K	0	0
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.16%	5.48K	434.64K	214	+4.06%
Mar 31, 2025	BESSEMER GROUP INC	0.01%	412	33K	0	0
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	438	34.72K	0	0
Mar 31, 2025	HM PAYSON & CO	0.03%	1K	79.27K	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	280	22.17K	280	+100.00%
Mar 31, 2025	TSFG, LLC	0%	149	12K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	2.04%	67.17K	5.19M	29.51K	+78.37%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	1	77	0	0
Mar 31, 2024	SITTNER & NELSON, LLC	0%	3	232	3	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	15	1.16K	0	0
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0%	19	1.47K	0	0
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0%	30	2.32K	30	+100.00%
Mar 31, 2024	ASSET DEDICATION, LLC	0%	50	4K	-50	-50.00%
Mar 31, 2024	JANE STREET GROUP, LLC	1.93%	63.62K	4.92M	44.23K	+228.06%
Mar 31, 2024	CARDIFF PARK ADVISORS, LLC	0.01%	170	13.14K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.01%	320	24.28K	-6.04K	-94.97%
Mar 31, 2024	BESSEMER GROUP INC	0.01%	412	32K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.01%	438	33.86K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	458	35.4K	-25	-5.18%
Mar 31, 2024	PRIVATE TRUST CO NA	0.01%	458	35.4K	-25	-5.18%
Mar 31, 2024	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.02%	620	48K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	666	51.48K	-2.07K	-75.62%
Mar 31, 2024	SMITHFIELD TRUST CO	0.03%	925	72K	-19	-2.01%
Mar 31, 2024	HM PAYSON & CO	0.03%	1K	77.3K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.04%	1.45K	112.2K	-618	-29.87%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	1.91K	147.26K	0	0
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.08%	2.6K	201K	2.6K	+100.00%
Mar 31, 2024	SCHOOLCRAFT CAPITAL LLC	2.11%	67.79K	5.24M	-3.53K	-4.95%
Mar 31, 2024	BARRY INVESTMENT ADVISORS, LLC	2.36%	75.68K	5.85M	1.94K	+2.63%
Mar 31, 2024	VONTOBEL HOLDING LTD.	2.5%	80.31K	6.21M	-465	-0.58%
Mar 31, 2024	MORGAN STANLEY	5.63%	185.26K	14.32M	9.69K	+5.52%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	5.66%	186.47K	14.41M	10.1K	+5.73%
Mar 31, 2024	MOTLEY FOOL WEALTH MANAGEMENT, LLC	8.72%	279.69K	21.62M	-1.88K	-0.67%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	91	7.03K	1	+1.11%
Mar 31, 2024	FMR LLC	8.5%	279.96K	21.64M	4.25K	+1.54%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	2.94K	227.26K	2.94K	+100.00%
Mar 31, 2024	MEITAV INVESTMENT HOUSE LTD	0.1%	3.17K	245.04K	0	0
Mar 31, 2024	E&G ADVISORS, LP	0.1%	3.19K	246.66K	-20	-0.62%
Mar 31, 2024	CORE WEALTH PARTNERS LLC	0.11%	3.5K	270.55K	0	0
Mar 31, 2024	PARAGON CAPITAL MANAGEMENT LTD	0.12%	4K	309.2K	0	0
Mar 31, 2024	MATHER GROUP, LLC.	0.13%	4.18K	313.31K	-834	-16.62%
Mar 31, 2024	ROBERTS GLORE & CO INC /IL/	0.17%	5.54K	428.19K	2	+0.04%
Mar 31, 2024	CORNERSTONE CAPITAL, INC.	0.2%	6.46K	499.51K	440	+7.31%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.21%	6.61K	510.92K	95	+1.46%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.21%	6.61K	510.92K	6.61K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.34%	10.75K	831.13K	220	+2.09%
Mar 31, 2024	CSS LLC/IL	0.37%	12.01K	928.06K	12.01K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	15.42K	1.19M	15.42K	+100.00%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.47%	15.16K	1.17M	15.16K	+100.00%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.55%	17.5K	1.35M	4.15K	+31.09%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	92	7.11K	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	100	7.73K	100	+100.00%
Mar 31, 2024	TSFG, LLC	0%	149	12K	0	0
Mar 31, 2024	CWM, LLC	0.01%	167	13K	167	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	215	16.62K	-410	-65.60%
Mar 31, 2024	WALLACE ADVISORY GROUP, LLC	0.57%	18.38K	1.38M	18.38K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	19.22K	1.49M	-372	-1.90%
Mar 31, 2024	ROYAL BANK OF CANADA	0.6%	19.67K	1.52M	-650	-3.20%
Mar 31, 2024	3EDGE ASSET MANAGEMENT, LP	0.66%	21.03K	1.63M	-927.26K	-97.78%
Mar 31, 2024	NKCFO LLC	0.77%	24.55K	1.9M	0	0
Mar 31, 2024	UBS GROUP AG	0.8%	26.26K	2.03M	-754	-2.79%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.83%	27.18K	2.1M	-123	-0.45%
Mar 31, 2024	REGENCY CAPITAL MANAGEMENT INC.\DE	0.83%	26.71K	2.06M	3.45K	+14.82%
Dec 31, 2023	BARRY INVESTMENT ADVISORS, LLC	1.65%	73.74K	5.53M	7.21K	+10.83%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	2.07K	154.91K	142	+7.37%
Dec 31, 2023	VONTOBEL HOLDING LTD.	1.81%	80.78K	6.05M	-855	-1.05%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	3.44%	153.32K	11.48M	153.32K	+100.00%
Dec 31, 2023	MORGAN STANLEY	3.93%	175.58K	13.15M	6.37K	+3.76%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	3.95%	176.37K	13.21M	13.39K	+8.22%
Dec 31, 2023	FMR LLC	6.18%	275.71K	20.65M	295	+0.11%
Dec 31, 2023	MOTLEY FOOL WEALTH MANAGEMENT, LLC	6.31%	281.57K	21.07M	-2.88K	-1.01%
Dec 31, 2023	3EDGE ASSET MANAGEMENT, LP	21.25%	948.29K	71.03M	925.61K	+4,081.54%
Dec 31, 2023	MATRIX TRUST CO	0.05%	2.16K	162K	2.16K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.06%	2.73K	204.51K	-1.54K	-36.05%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.07%	3.14K	235.11K	-23.78K	-88.34%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.07%	3.17K	237.54K	0	0
Dec 31, 2023	E&G ADVISORS, LP	0.07%	3.21K	240.5K	-10	-0.31%
Dec 31, 2023	FORT SHERIDAN ADVISORS LLC	0.08%	3.42K	256.16K	0	0
Dec 31, 2023	CORE WEALTH PARTNERS LLC	0.08%	3.5K	262.15K	0	0
Dec 31, 2023	PARAGON CAPITAL MANAGEMENT LTD	0.09%	4K	299.6K	-300	-6.98%
Dec 31, 2023	MATHER GROUP, LLC.	0.11%	5.02K	375.77K	5.02K	+100.00%
Dec 31, 2023	STRATEGIC BLUEPRINT, LLC	0.12%	5.19K	388.43K	5.19K	+100.00%
Dec 31, 2023	FIRSTPURPOSE WEALTH LLC	0.12%	5.41K	405.43K	5.41K	+100.00%
Dec 31, 2023	ROBERTS GLORE & CO INC /IL/	0.12%	5.54K	414.85K	-450	-7.52%
Dec 31, 2023	DFPG INVESTMENTS, LLC	0.13%	5.79K	428.12K	5.79K	+100.00%
Dec 31, 2023	CORNERSTONE CAPITAL, INC.	0.13%	6.02K	451.05K	0	0
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.14%	6.17K	456.48K	6.17K	+100.00%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.14%	6.36K	472.58K	-49	-0.76%
Dec 31, 2023	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.15%	6.52K	487.94K	110	+1.72%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.15%	6.62K	495.8K	6.62K	+100.00%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.16%	7.24K	542K	7.24K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	9.83K	736.12K	9.83K	+100.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.24%	10.53K	788.85K	10.53K	+100.00%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.3%	13.35K	999.92K	13.35K	+100.00%
Dec 31, 2023	BAKER TILLY WEALTH MANAGEMENT, LLC	0.31%	13.94K	1.04M	13.94K	+100.00%
Dec 31, 2023	ELDRIDGE INVESTMENT ADVISORS, INC.	0.35%	15.4K	1.15M	15.4K	+100.00%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.38%	16.74K	1.25M	16.74K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.43%	19.39K	1.45M	6.82K	+54.24%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.44%	19.59K	1.47M	-14.29K	-42.18%
Dec 31, 2023	ROYAL BANK OF CANADA	0.46%	20.32K	1.52M	12.79K	+169.87%
Dec 31, 2023	ALLIANCE WEALTH ADVISORS, LLC /UT	0.48%	21.6K	1.62M	21.6K	+100.00%
Dec 31, 2023	REGENCY CAPITAL MANAGEMENT INC.\DE	0.52%	23.26K	1.74M	23.26K	+100.00%
Dec 31, 2023	EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS, LLC	0.55%	24.5K	1.84M	24.5K	+100.00%
Dec 31, 2023	NKCFO LLC	0.55%	24.55K	1.84M	0	0
Dec 31, 2023	UBS GROUP AG	0.61%	27.02K	2.02M	-814	-2.92%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.61%	27.3K	2.05M	-24.04K	-46.83%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.69%	30.83K	2.31M	15.46K	+100.62%
Dec 31, 2023	LPL FINANCIAL LLC	0.84%	37.66K	2.82M	-11.73K	-23.75%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.87%	38.86K	2.9M	38.86K	+100.00%
Dec 31, 2023	CERITY PARTNERS LLC	0.95%	42.54K	3.19M	42.54K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.14%	50.92K	3.81M	50.92K	+100.00%
Dec 31, 2023		0.16%	7.36K	550.97K	7.36K	+100.00%

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