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

Who are the major shareholders selling iShares ESG Aware MSCI USA ETF stock?

EMPOWER ADVISORY GROUP, LLC, in the last quarter, reduced its stake in ESGU by -33.9% restricting it's holding to 503.65 thousand shares of worth nearly $71.23M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -1.76% of the ESGU shares from its portfolio, reducing its holding to 369.66 thousand shares of worth $52.28M. IMPACTFOLIO, LLC also shunned ESGU shares holding by -9.6% last quarter which brought its holding to 261.45 thousand shares worth $36.97M.

Investors who are buying ESGU stock?

As per its latest 13F filing, BEACON POINTE ADVISORS, LLC increased its stake in ESGU by 50.86% in the last quarter. The institutional holder raised its holding to 177.71 thousand shares having worth more than $25.13M. JOEL ISAACSON & CO., LLC also added 0.2% more shares of ESGU to its portfolio, raising its holding to 176.96 thousand shares of worth $25.03M. ALLIANCEBERNSTEIN L.P. also increased its ESGU shares holding by 39.82% which brought its holding to 243.48 thousand shares worth $36.27M.

ESGU's major insiders: who are they?

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

Did an insider recently sell ESGU stock?

Company executives, directors, and other insiders own N/A percent of iShares ESG Aware MSCI USA ETF's stock. Within the last six months, there have been 0 transaction(s) in which ESGU insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ESGU stock?

There have been 0 transaction(s) during the past 6-months in which iShares ESG Aware MSCI USA ETF insiders have bought stock, totalling 0 shares

How much of ESGU does insiders own?

Around 0 iShares ESG Aware MSCI USA ETF shares are held by insiders, which represents about N/A of ESGU stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ESGU?

BEACON POINTE ADVISORS, LLC is the largest institutional owner in ESGU which holds 177.71 thousand shares worth $25.13M or 0.18% of the total ESGU shares outstanding followed by JOEL ISAACSON & CO., LLC with ownership of 176.96 thousand shares representing 0.18% of the ESGU ownership. EMPOWER ADVISORY GROUP, LLC is the third largest stakeholder with 503.65 thousand shares or 0.5% of the ownership worth more than $71.23M.

Is iShares ESG Aware MSCI USA 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 ESGU is concerned, it is a stock which is optionable.

Is there a short position on ESGU's shares?

Number of ESGU 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 ESGU shares are there?

As of today, null shares of ESGU are outstanding.

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

ESGU 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 ESGU is null.

iShares ESG Aware MSCI USA ETF (ESGU) 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. BEACON POINTE ADVISORS, LLC is the top corporate investor, holding 177.71K shares valued at $25.13M. A 0.18% stake in iShares ESG Aware MSCI USA ETF is owned by the company. JOEL ISAACSON & CO., LLC owns 176.96K shares valued at $25.03M, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.18%	177.71K	25.13M	59.91K	+50.86%
Mar 31, 2026	JOEL ISAACSON & CO., LLC	0.18%	176.96K	25.03M	361	+0.20%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	0.5%	503.65K	71.23M	-258.26K	-33.90%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	369.66K	52.28M	-6.62K	-1.76%
Mar 31, 2026	IMPACTFOLIO, LLC	0.26%	261.45K	36.97M	-27.75K	-9.60%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.24%	243.48K	36.27M	69.34K	+39.82%
Mar 31, 2026	CREATIVE PLANNING	0.31%	313.43K	44.32M	3.74K	+1.21%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	143.19K	20.25M	-58.82K	-29.12%
Mar 31, 2026	JPMORGAN CHASE & CO	9.96%	10.01M	1.37B	-281.57K	-2.74%
Mar 31, 2026	NORTHERN TRUST CORP	5.11%	5.14M	726.44M	-22.49K	-0.44%
Mar 31, 2026		4.88%	4.9M	673.23M	4.9M	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	4.03%	4.05M	572.25M	31.23K	+0.78%
Mar 31, 2026	BETTERMENT LLC	4.02%	4.04M	571.61M	117.32K	+2.99%
Mar 31, 2026	ACORNS ADVISERS, LLC	2.64%	2.65M	375.1M	86.58K	+3.37%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	2.63%	2.65M	374.23M	54.89K	+2.12%
Mar 31, 2026	BLACKROCK, INC.	2.35%	2.36M	333.32M	253.51K	+12.05%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.09%	2.1M	296.79M	162.93K	+8.42%
Mar 31, 2026	MORGAN STANLEY	1.77%	1.78M	252.12M	-831.85K	-31.82%
Mar 31, 2026	SAND HILL GLOBAL ADVISORS, LLC	0.16%	157.31K	22.25M	2.3K	+1.48%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.07%	1.07M	151.79M	46.01K	+4.48%
Mar 31, 2026	LPL FINANCIAL LLC	1.18%	1.18M	167.35M	21.29K	+1.83%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.29%	1.29M	182.93M	-768.53K	-37.27%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.3%	1.31M	185M	1.31M	+100.00%
Mar 31, 2026	FACET WEALTH, INC.	0.09%	90.74K	12.83M	18.62K	+25.82%
Mar 31, 2026	CWM, LLC	0.26%	263.83K	37.31M	-13.85K	-4.99%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.27%	270.19K	38.21M	144	+0.05%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.34%	344.53K	48.72M	31.49K	+10.06%
Mar 31, 2026	ALLY INVEST ADVISORS INC.	0.35%	348.2K	49.24M	12.87K	+3.84%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	13.73%	13.8M	1.95B	467.56K	+3.51%
Mar 31, 2026	SHARKEY, HOWES & JAVER	0.1%	101.74K	14.39M	-5.84K	-5.43%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.11%	105.74K	14.95M	383	+0.36%
Mar 31, 2026	MARINER, LLC	0.12%	118.13K	16.7M	-4.68K	-3.81%
Mar 31, 2026	CHOREO, LLC	0.12%	121K	17.12M	-3.15K	-2.53%
Mar 31, 2026	CARTESIAN GROWTH CORP	0.12%	123.5K	17.47M	5.09K	+4.30%
Mar 31, 2026	FLPUTNAM INVESTMENT MANAGEMENT CO	0.13%	128.26K	18.14M	1.66K	+1.31%
Mar 31, 2026	ERICKSON FINANCIAL GROUP, LLC	0.14%	136.41K	19.29M	2.63K	+1.97%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.14%	144.19K	20.39M	11.41K	+8.59%
Mar 31, 2026	AFFINITY CAPITAL ADVISORS, LLC	0.15%	149.45K	21.14M	-1.14K	-0.76%
Mar 31, 2026	ROCK CREEK GROUP, LP	0.16%	161.1K	22.78M	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.16%	161.41K	22.83M	-21.11K	-11.56%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.16%	165.01K	23.34M	-61.06K	-27.01%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.32%	325.21K	45.99M	18.76K	+6.12%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.33%	330.86K	46.79M	-2.64K	-0.79%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.34%	337.9K	47.79M	335.3K	+12,916.02%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.34%	342.39K	48.43M	-19.66K	-5.43%
Mar 31, 2026	ROYAL BANK OF CANADA	0.52%	521.8K	73.79M	-7.51K	-1.42%
Mar 31, 2026	FIDUCIARY TRUST CO	0.69%	697.2K	98.6M	18.72K	+2.76%
Mar 31, 2026	VAN HULZEN ASSET MANAGEMENT, LLC	0.09%	89.84K	12.71M	-59	-0.07%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.09%	85.84K	12.14M	39.39K	+84.79%
Mar 31, 2026	CLIENT 1ST ADVISORY GROUP, LLC	0.08%	84.82K	12M	-1.68K	-1.94%
Mar 31, 2026	CITIGROUP INC	0.3%	302.01K	42.71M	-158.86K	-34.47%
Mar 31, 2026	UBS GROUP AG	0.3%	299.51K	42.36M	5.15K	+1.75%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.27%	276.08K	39.04M	395	+0.14%
Mar 31, 2026	FMR LLC	0.27%	275.85K	39.01M	42.11K	+18.02%
Mar 31, 2026	ALESCO ADVISORS LLC	0.24%	241.55K	34.16M	-7.26K	-2.92%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.24%	241.48K	34.15M	17.76K	+7.94%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	239.94K	33.93M	47.83K	+24.89%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0.22%	222.36K	31.45M	-2.97K	-1.32%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.2%	205.63K	29.08M	-310	-0.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.2%	197.41K	27.92M	-24.92K	-11.21%
Mar 31, 2026	ONE WEALTH ADVISORS, LLC	0.1%	101.42K	14.34M	-4.58K	-4.32%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	192.36K	27.45M	-18.03K	-8.57%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.19%	186.05K	26.31M	-1.31K	-0.70%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	192.11K	28.62M	-5.16K	-2.61%
Dec 31, 2025	CWM, LLC	0.26%	277.69K	41.37M	-14.04K	-4.81%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	376.28K	56.06M	-24.18K	-6.04%
Dec 31, 2025	CITIGROUP INC	0.44%	460.88K	68.66M	-158.11K	-25.54%
Dec 31, 2025	FIDUCIARY TRUST CO	0.63%	678.48K	101.08M	13.69K	+2.06%
Dec 31, 2025	CARTESIAN GROWTH CORP	0.11%	118.41K	17.64M	1.03K	+0.88%
Dec 31, 2025	MARINER, LLC	0.12%	122.81K	18.3M	37.5K	+43.95%
Dec 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.12%	126.59K	18.86M	2.44K	+1.97%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	132.79K	19.78M	-780	-0.58%
Dec 31, 2025	ROYAL BANK OF CANADA	0.5%	529.31K	78.86M	-41.41K	-7.26%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	174.14K	25.94M	-830	-0.47%
Dec 31, 2025	UBS GROUP AG	0.28%	294.36K	43.85M	-51.15K	-14.81%
Dec 31, 2025	IMPACTFOLIO, LLC	0.28%	289.21K	43.09M	-2.34K	-0.80%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	306.45K	45.65M	-3.02K	-0.98%
Dec 31, 2025	CREATIVE PLANNING	0.29%	309.69K	46.14M	9.58K	+3.19%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.31%	313.05K	46.64M	17.33K	+5.86%
Dec 31, 2025	ALLY INVEST ADVISORS INC.	0.32%	335.34K	49.96M	1.4K	+0.42%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	210.38K	31.81M	-368	-0.17%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.21%	223.72K	33.33M	17.46K	+8.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	222.34K	33.12M	25.04K	+12.69%
Dec 31, 2025	FMR LLC	0.22%	233.74K	34.82M	4.85K	+2.12%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.25%	270.05K	40.23M	18.35K	+7.29%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	275.69K	41.07M	-6.15K	-2.18%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.33%	333.5K	49.68M	-36.3K	-9.82%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.34%	362.05K	53.94M	21.23K	+6.23%
Dec 31, 2025	NORTHERN TRUST CORP	4.9%	5.16M	768.63M	7.82K	+0.15%
Dec 31, 2025	ONE WEALTH ADVISORS, LLC	0.1%	106K	15.79M	-9.14K	-7.94%
Dec 31, 2025	SHARKEY, HOWES & JAVER	0.11%	107.59K	16.03M	-6.81K	-5.95%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.11%	117.79K	17.55M	22.3K	+23.35%
Dec 31, 2025	CHOREO, LLC	0.12%	124.14K	18.64M	-7.66K	-5.81%
Dec 31, 2025	ERICKSON FINANCIAL GROUP, LLC	0.13%	133.78K	19.93M	1.58K	+1.20%
Dec 31, 2025	AFFINITY CAPITAL ADVISORS, LLC	0.15%	150.59K	22.44M	-1.13K	-0.74%
Dec 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.15%	155.01K	23.09M	-6.33K	-3.92%
Dec 31, 2025	ROCK CREEK GROUP, LP	0.15%	161.1K	24M	0	0
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.16%	164.68K	24.53M	150.54K	+1,064.26%
Dec 31, 2025	CLARIUS GROUP, LLC	0.16%	168.2K	25.06M	-1.96K	-1.15%
Dec 31, 2025	JOEL ISAACSON & CO., LLC	0.17%	176.6K	26.31M	358	+0.20%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	202.02K	30.1M	-23.17K	-10.29%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.93%	2.06M	307.2M	-99.49K	-4.60%
Dec 31, 2025	BLACKROCK, INC.	1.97%	2.1M	313.37M	29.39K	+1.42%
Dec 31, 2025	MORGAN STANLEY	2.45%	2.61M	389.53M	-678.82K	-20.61%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	2.53%	2.59M	386.05M	90.42K	+3.62%
Dec 31, 2025	BETTERMENT LLC	3.67%	3.92M	584.69M	34.7K	+0.89%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.68%	5.99M	897.32M	47.27K	+0.80%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	12.48%	13.34M	1.99B	-153.75K	-1.14%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.72%	761.91K	113.51M	79.52K	+11.65%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.98%	1.03M	153.05M	42.42K	+4.31%
Dec 31, 2025	LPL FINANCIAL LLC	1.1%	1.16M	173.13M	-22.43K	-1.89%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.81%	1.94M	288.38M	-325.06K	-14.38%
Dec 31, 2025	ACORNS ADVISERS, LLC	2.4%	2.57M	382.26M	21K	+0.83%
Dec 31, 2025	SEI INVESTMENTS CO	0.08%	84.77K	12.63M	-1.85K	-2.14%
Dec 31, 2025	CLIENT 1ST ADVISORY GROUP, LLC	0.08%	86.5K	12.89M	-7.93K	-8.40%
Dec 31, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.09%	89.9K	13.39M	2.06K	+2.34%
Dec 31, 2025	BLUE EDGE CAPITAL, LLC	0.09%	91.3K	13.6M	-4.29K	-4.49%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.09%	94.1K	14.02M	5.37K	+6.05%
Dec 31, 2025	CERITY PARTNERS LLC	0.09%	95.75K	14.27M	65	+0.07%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	105.36K	15.7M	-4K	-3.66%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.17%	182.51K	27.19M	43	+0.02%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.18%	182.81K	27.23M	100.78K	+122.86%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.18%	187.36K	27.91M	148	+0.08%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.2%	205.94K	30.68M	-16.99K	-7.62%
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.21%	225.33K	33.57M	-4.82K	-2.09%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.22%	226.08K	33.68M	-986	-0.43%
Dec 31, 2025	ALESCO ADVISORS LLC	0.24%	248.81K	37.07M	-2.15K	-0.86%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	3.78%	4.02M	598.19M	-112.83K	-2.73%
Dec 31, 2025	JPMORGAN CHASE & CO	9.68%	10.29M	1.53B	411.01K	+4.16%
Sep 30, 2025	CERITY PARTNERS LLC	0.09%	95.68K	13.91M	8.21K	+9.38%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	109.36K	15.92M	13.29K	+13.83%
Sep 30, 2025	SHARKEY, HOWES & JAVER	0.11%	114.39K	16.66M	3.1K	+2.78%
Sep 30, 2025	ONE WEALTH ADVISORS, LLC	0.11%	115.14K	16.76M	8.75K	+8.23%
Sep 30, 2025	FIDUCIARY TRUST CO	0.64%	664.79K	96.79M	2.38K	+0.36%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.18%	187.22K	27.26M	15.66K	+9.13%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	197.27K	28.72M	3.14K	+1.62%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	165.6K	24.11M	124.57K	+303.64%
Sep 30, 2025	CARTESIAN GROWTH CORP	0.11%	117.38K	17.09M	-1.83K	-1.53%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.12%	124.15K	18.08M	-1.72K	-1.36%
Sep 30, 2025	CHOREO, LLC	0.13%	131.8K	19.19M	-2.23K	-1.66%
Sep 30, 2025	CLARIUS GROUP, LLC	0.17%	170.16K	24.78M	-786	-0.46%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.17%	174.97K	25.48M	2.87K	+1.67%
Sep 30, 2025	AFFINITY CAPITAL ADVISORS, LLC	0.15%	151.72K	22.22M	103	+0.07%
Sep 30, 2025	ROCK CREEK GROUP, LP	0.16%	161.1K	23.46M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	9.58%	9.88M	1.44B	-152.74K	-1.52%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.17%	176.24K	25.66M	309	+0.18%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	182.47K	26.57M	2.69K	+1.49%
Sep 30, 2025	BANK OF NOVA SCOTIA	0.18%	185.9K	27.07M	185.9K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	197.3K	28.73M	8.9K	+4.72%
Sep 30, 2025	ERICKSON FINANCIAL GROUP, LLC	0.13%	132.19K	19.25M	2.58K	+1.99%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.2%	206.26K	30.03M	26.92K	+15.01%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.1%	2.16M	314.72M	-104.82K	-4.62%
Sep 30, 2025	LPL FINANCIAL LLC	1.15%	1.18M	172.47M	140.34K	+13.44%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.96%	984.93K	143.41M	34.01K	+3.58%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.66%	682.39K	99.36M	-11.76K	-1.69%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.36%	369.8K	53.84M	97.89K	+36.00%
Sep 30, 2025	CREATIVE PLANNING	0.29%	300.11K	43.7M	-7.2K	-2.34%
Sep 30, 2025	ALESCO ADVISORS LLC	0.24%	250.96K	36.54M	-26.6K	-9.58%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.29%	295.72K	43.06M	36.97K	+14.29%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.39%	406.79K	59.23M	406.79K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	2.01%	2.07M	301.98M	86.75K	+4.37%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	13.08%	13.49M	1.96B	421.05K	+3.22%
Sep 30, 2025	CWM, LLC	0.28%	291.72K	42.48M	-25.24K	-7.96%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	225.19K	32.24M	16.84K	+8.08%
Sep 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.16%	161.34K	23.49M	-8.04K	-4.75%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.22%	222.93K	32.46M	56.8K	+34.19%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.22%	227.06K	33.06M	-88.27K	-27.99%
Sep 30, 2025	FMR LLC	0.22%	228.89K	33.33M	-265	-0.12%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	281.84K	41.04M	60.84K	+27.53%
Sep 30, 2025	UBS GROUP AG	0.34%	345.51K	50.31M	-21.38K	-5.83%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.35%	363.6K	52.94M	181.9K	+100.11%
Sep 30, 2025	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.35%	364K	53M	75.2K	+26.04%
Sep 30, 2025	ACORNS ADVISERS, LLC	2.47%	2.54M	370.53M	19.42K	+0.77%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	251.69K	36.65M	-57.17K	-18.51%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	340.82K	49.66M	11.07K	+3.36%
Sep 30, 2025	BETTERMENT LLC	3.77%	3.89M	566.37M	49.66K	+1.29%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.76%	5.94M	862.72M	-335.93K	-5.35%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.22%	230.15K	33.51M	385	+0.17%
Sep 30, 2025	ALLY INVEST ADVISORS INC.	0.32%	333.94K	48.62M	1.49K	+0.45%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	400.47K	58.31M	-25.31K	-5.94%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	210.75K	30.83M	1K	+0.48%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.3%	309.47K	45.06M	-6.38K	-2.02%
Sep 30, 2025	ROYAL BANK OF CANADA	0.55%	570.72K	83.1M	21.35K	+3.89%
Sep 30, 2025	CITIGROUP INC	0.6%	618.99K	90.12M	263.39K	+74.07%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.19%	2.26M	329.17M	444.83K	+24.50%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	2.43%	2.5M	364.13M	158.47K	+6.77%
Sep 30, 2025	MORGAN STANLEY	3.19%	3.29M	479.53M	1.08M	+48.65%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	4%	4.13M	601.05M	-54.75K	-1.31%
Sep 30, 2025	NORTHERN TRUST CORP	5%	5.15M	750.05M	-361.15K	-6.55%
Sep 30, 2025	IMPACTFOLIO, LLC	0.28%	291.55K	42.45M	13.14K	+4.72%
Sep 30, 2025	APELLA CAPITAL, LLC	0.08%	84.7K	12.24M	-11.3K	-11.77%
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.08%	85.85K	12.5M	1.48K	+1.75%
Sep 30, 2025	SEI INVESTMENTS CO	0.08%	86.62K	12.61M	-7.14K	-7.62%
Sep 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.09%	87.85K	12.79M	435	+0.50%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.09%	88.73K	12.92M	834	+0.95%
Sep 30, 2025	STALEY CAPITAL ADVISERS INC	0.09%	90K	13.1M	0	0
Sep 30, 2025	CLIENT 1ST ADVISORY GROUP, LLC	0.09%	94.43K	13.75M	-1.04K	-1.09%
Sep 30, 2025	BLUE EDGE CAPITAL, LLC	0.09%	95.59K	13.92M	-174	-0.18%
Jun 30, 2025	NORTHERN TRUST CORP	5.55%	5.51M	745.86M	-1.31M	-19.23%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	329.75K	44.73M	-21.74K	-6.19%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	179.78K	24.32M	-17.12K	-8.69%
Jun 30, 2025	CLARIUS GROUP, LLC	0.17%	170.95K	23.13M	-3.62K	-2.07%
Jun 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.17%	169.38K	22.92M	-2.16K	-1.26%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.17%	166.13K	22.48M	-568	-0.34%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	153.1K	20.71M	-83.8K	-35.37%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.14%	134.4K	18.18M	109.96K	+449.85%
Jun 30, 2025	CHOREO, LLC	0.13%	134.03K	18.13M	-18.45K	-12.10%
Jun 30, 2025	ERICKSON FINANCIAL GROUP, LLC	0.13%	129.61K	17.54M	-73	-0.06%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	128.07K	17.33M	-199	-0.16%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.13%	125.87K	17.03M	133	+0.11%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.12%	123.98K	6.33M	96.96K	+358.91%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	122.37K	16.56M	2.64K	+2.20%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	121.71K	16.47M	-4.85K	-3.83%
Jun 30, 2025	CARTESIAN GROWTH CORP	0.12%	119.2K	16.13M	-3.18K	-2.60%
Jun 30, 2025	SHARKEY, HOWES & JAVER	0.11%	111.3K	15.06M	-13.3K	-10.68%
Jun 30, 2025	ONE WEALTH ADVISORS, LLC	0.11%	106.39K	14.39M	-2.02K	-1.87%
Jun 30, 2025	TORONTO DOMINION BANK	0.1%	100K	13.53M	100K	+100.00%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.1%	98.59K	13.34M	57	+0.06%
Jun 30, 2025	APELLA CAPITAL, LLC	0.1%	96K	13.01M	-4.97K	-4.92%
Jun 30, 2025	BLUE EDGE CAPITAL, LLC	0.1%	95.77K	12.96M	-2.14K	-2.19%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.18%	179.35K	24.27M	4.31K	+2.46%
Jun 30, 2025	ROCK CREEK GROUP, LP	0.16%	161.1K	21.1M	0	0
Jun 30, 2025	DOHJ, LLC	0.14%	143.05K	16.68M	-14.38K	-9.13%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.18%	175.93K	23.8M	190	+0.11%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.17%	171.56K	23.21M	-116	-0.07%
Jun 30, 2025	AFFINITY CAPITAL ADVISORS, LLC	0.15%	151.62K	20.51M	-857	-0.56%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	6.31%	6.27M	843.98M	433.87K	+7.43%
Jun 30, 2025	BETTERMENT LLC	3.86%	3.84M	519.58M	425.93K	+12.47%
Jun 30, 2025	ACORNS ADVISERS, LLC	2.54%	2.53M	341.69M	124.79K	+5.20%
Jun 30, 2025	CERITY PARTNERS LLC	0.09%	87.48K	11.89M	17.17K	+24.41%
Jun 30, 2025	VAN HULZEN ASSET MANAGEMENT, LLC	0.09%	87.41K	11.83M	413	+0.47%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.08%	84.37K	11.41M	-7.26K	-7.93%
Jun 30, 2025	KEEBECK WEALTH MANAGEMENT, LLC	0.08%	76.28K	10.32M	200	+0.26%
Jun 30, 2025	LAUREL WEALTH PLANNING LLC	0.08%	75.5K	10.22M	-5.06K	-6.28%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.08%	74.61K	10.02M	-31.21K	-29.49%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.07%	74.1K	10.03M	-25.97K	-25.95%
Jun 30, 2025	FACET WEALTH, INC.	0.07%	73.87K	10.21M	-1.92K	-2.53%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.07%	69.89K	9.46M	-8	-0.01%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.07%	68.1K	9.21M	-9.88K	-12.67%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.07%	67.34K	9.11M	-1.71K	-2.47%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.06%	64.42K	8.72M	6.33K	+10.90%
Jun 30, 2025	TRILOGY CAPITAL INC.	0.06%	64.26K	8.69M	889	+1.40%
Jun 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.06%	64.24K	8.69M	5.53K	+9.43%
Jun 30, 2025	WEALTH ARCHITECTS, LLC	0.06%	59.46K	8.04M	12.99K	+27.95%
Jun 30, 2025	FINANCIAL ADVISORS, LLC	0.06%	56.08K	7.59M	-3.85K	-6.42%
Jun 30, 2025	STALEY CAPITAL ADVISERS INC	0.09%	90K	12.18M	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.09%	87.9K	11.89M	1.01K	+1.16%
Jun 30, 2025	MARINER, LLC	0.09%	87.7K	11.86M	-3.13K	-3.44%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	2.36%	2.34M	316.93M	168.74K	+7.76%
Jun 30, 2025	MORGAN STANLEY	2.23%	2.22M	299.77B	207.35K	+10.32%
Jun 30, 2025	BLACKROCK, INC.	2%	1.99M	268.88M	-206.24K	-9.40%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.31%	308.87K	41.79M	174	+0.06%
Jun 30, 2025	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.29%	288.8K	39.07M	19K	+7.04%
Jun 30, 2025	IMPACTFOLIO, LLC	0.28%	278.41K	37.67M	4.49K	+1.64%
Jun 30, 2025	ALESCO ADVISORS LLC	0.28%	277.56K	37.55M	-3.47K	-1.24%
Jun 30, 2025	CLIENT 1ST ADVISORY GROUP, LLC	0.1%	95.46K	12.92M	-1.65K	-1.70%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	13.15%	13.07M	1.77B	-22.42K	-0.17%
Jun 30, 2025	JPMORGAN CHASE & CO	10.09%	10.03M	1.36B	-1.33M	-11.72%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	4.21%	4.18M	565.93B	290.28K	+7.46%
Jun 30, 2025	CWM, LLC	0.32%	316.96K	42.89M	-52.33K	-14.17%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	315.84K	42.73M	-1.6K	-0.50%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.32%	315.33K	42.66M	-2.5K	-0.79%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.17%	172.1K	23.29B	14.45K	+9.17%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.28%	2.27M	306.64M	-30.81K	-1.34%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.83%	1.82M	245.7M	-28.29K	-1.53%
Jun 30, 2025	LPL FINANCIAL LLC	1.05%	1.04M	141.28M	-6.98K	-0.66%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.7%	694.15K	93.92M	1.27K	+0.18%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.96%	950.92K	128.66M	43.45K	+4.79%
Jun 30, 2025	FIDUCIARY TRUST CO	0.67%	662.41K	89.62M	1.28K	+0.19%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	194.13K	26.27M	-14.22K	-6.82%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	208.35K	28.13M	-25.18K	-10.78%
Jun 30, 2025	ROYAL BANK OF CANADA	0.55%	549.37K	74.33M	18.88K	+3.56%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	425.77K	57.61M	-39.21K	-8.43%
Jun 30, 2025	UBS GROUP AG	0.37%	366.89K	49.64M	-15.16K	-3.97%
Jun 30, 2025	CITIGROUP INC	0.36%	355.6K	48.11M	49.4K	+16.13%
Jun 30, 2025	ALLY INVEST ADVISORS INC.	0.33%	332.45K	44.98M	6K	+1.84%
Jun 30, 2025	CREATIVE PLANNING	0.31%	307.31K	41.58M	7.82K	+2.61%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.27%	271.91K	36.79M	-27.45K	-9.17%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.26%	258.75K	35.01M	194.49K	+302.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	188.4K	25.49M	-15.01K	-7.38%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.18%	181.7K	24.58M	67.88K	+59.63%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.25%	252.58K	34.17M	-98.6K	-28.08%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.23%	229.77K	31.09M	42.28K	+22.55%
Jun 30, 2025	FMR LLC	0.23%	229.15K	31M	100.65K	+78.32%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	220.99K	29.9M	-14.39K	-6.11%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	209.75K	28.65M	4.55K	+2.21%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.18%	171.67K	20.93M	-206	-0.12%
Mar 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.18%	171.54K	20.91M	2.87K	+1.70%
Mar 31, 2025	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.28%	269.8K	32.81M	269.8K	+100.00%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.33%	317.84K	38.75M	25.31K	+8.65%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.18%	175.04K	21.34M	901	+0.52%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.18%	175.74K	21.42M	10.14K	+6.13%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.19%	187.49K	22.86M	14.79K	+8.57%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.2%	196.9K	24M	-128.46K	-39.48%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	205.2K	25.02M	3.06K	+1.51%
Mar 31, 2025	ALESCO ADVISORS LLC	0.29%	281.04K	34.26M	-11.92K	-4.07%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.31%	299.36K	36.5M	-205.36K	-40.69%
Mar 31, 2025	IMPACTFOLIO, LLC	0.28%	273.92K	33.39M	-720	-0.26%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	203.42K	24.8M	35	+0.02%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	208.35K	25.4M	-9.12K	-4.19%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	236.9K	28.88M	-65.4K	-21.63%
Mar 31, 2025	CREATIVE PLANNING	0.31%	299.49K	36.51M	32.28K	+12.08%
Mar 31, 2025	CITIGROUP INC	0.32%	306.2K	37.33M	-238.79K	-43.82%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.32%	308.69K	37.63M	-10.53K	-3.30%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.33%	317.44K	38.7M	-6.86K	-2.12%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.36%	351.5K	42.85M	-11.78K	-3.24%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	464.98K	56.69M	-75.31K	-13.94%
Mar 31, 2025	ACORNS ADVISERS, LLC	2.49%	2.4M	292.66M	88.83K	+3.84%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	4.04%	3.89M	474.54M	238.13K	+6.52%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	6.06%	5.84M	712.05M	273.43K	+4.91%
Mar 31, 2025	NORTHERN TRUST CORP	7.08%	6.82M	831.99M	233.64K	+3.54%
Mar 31, 2025	JPMORGAN CHASE & CO	11.78%	11.36M	1.39B	-542K	-4.55%
Mar 31, 2025	CWM, LLC	0.38%	369.29K	45.02M	-26.11K	-6.60%
Mar 31, 2025	UBS GROUP AG	0.4%	382.05K	46.58M	5.43K	+1.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	13.58%	13.09M	1.6B	-15.27K	-0.12%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	233.53K	28.48M	-25.34K	-9.79%
Mar 31, 2025	LPL FINANCIAL LLC	1.09%	1.05M	128.15M	-636.88K	-37.73%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.91%	1.84M	224.83M	-1.14M	-38.28%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	235.39K	28.7M	-77.68K	-24.81%
Mar 31, 2025	ROYAL BANK OF CANADA	0.55%	530.49K	64.67M	6.37K	+1.22%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.6%	583.25K	71.1M	35.29K	+6.44%
Mar 31, 2025	FIDUCIARY TRUST CO	0.69%	661.13K	80.6M	107.23K	+19.36%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.72%	692.88K	84.47M	-55.59K	-7.43%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.94%	907.48K	110.63M	80.05K	+9.67%
Mar 31, 2025	MORGAN STANLEY	2.08%	2.01M	244.82M	-454.39K	-18.45%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	2.25%	2.17M	264.99M	171.41K	+8.56%
Mar 31, 2025	BLACKROCK, INC.	2.28%	2.19M	267.41M	44.38K	+2.06%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.38%	2.3M	280.05M	49.29K	+2.19%
Mar 31, 2025	CLARIUS GROUP, LLC	0.18%	174.56K	21.28M	13.63K	+8.47%
Mar 31, 2025	DOHJ, LLC	0.16%	157.43K	19.19M	-19.57K	-11.06%
Mar 31, 2025	ALLY INVEST ADVISORS INC.	0.34%	326.45K	39.8M	-2.21K	-0.67%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.36%	351.18K	42.57M	-59.82K	-14.55%
Mar 31, 2025	BETTERMENT LLC	3.54%	3.41M	416.24M	137.04K	+4.18%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.17%	166.7K	20.32M	-118.62K	-41.57%
Mar 31, 2025	ROCK CREEK GROUP, LP	0.17%	161.1K	19.64M	-42.6K	-20.91%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	157.65K	19.22M	12.22K	+8.40%
Mar 31, 2024	MORGAN STANLEY	2.38%	2.74M	314.72M	-446.22K	-14.01%
Mar 31, 2024	CHOREO, LLC	0.16%	171.79K	19.75M	-1.52K	-0.88%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.17%	193.8K	22.28M	125K	+181.69%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	185.46K	21.32M	-21.58K	-10.42%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	259.12K	29.79M	-87.17K	-25.17%
Mar 31, 2024	TORONTO DOMINION BANK	0.23%	243K	27.94M	243K	+100.00%
Mar 31, 2024	IMPACTFOLIO, LLC	0.25%	261.98K	30.12M	63.14K	+31.75%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.26%	277.78K	31.93M	42.23K	+17.93%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	306.86K	35.3M	-990.91K	-76.36%
Mar 31, 2024	CWM, LLC	0.5%	534.58K	61.46M	-988.1K	-64.89%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.48%	505.13K	58.07M	-23.38K	-4.42%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.5%	526.3K	60.5M	-115.73K	-18.03%
Mar 31, 2024	CITIGROUP INC	0.54%	620.3K	71.31M	93.48K	+17.74%
Mar 31, 2024	ROYAL BANK OF CANADA	0.57%	656.56K	75.48M	158.76K	+31.89%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.67%	771.65K	88.71M	36.89K	+5.02%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.71%	757.81K	87.12M	-1.13M	-59.81%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.75%	792.77K	91.14M	-33.19K	-4.02%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	951.19K	109.35M	951.19K	+100.00%
Mar 31, 2024	SUMITOMO MITSUI FINANCIAL GROUP, INC.	1.09%	1.16M	133.42M	0	0
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	1.57%	1.67M	192.1M	131.46K	+8.54%
Mar 31, 2024	LPL FINANCIAL LLC	1.74%	2M	230.03M	-1.36M	-40.54%
Mar 31, 2024	BANK OF ITALY	1.95%	2.07M	237.84M	0	0
Mar 31, 2024	BETTERMENT LLC	2.41%	2.56M	294.57M	8.84K	+0.35%
Mar 31, 2024	NORTHERN TRUST CORP	3.15%	3.62M	416.31M	521.3K	+16.82%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	3.23%	3.72M	428.02M	-81.56K	-2.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	4.03%	4.64M	533.11M	-8.06M	-63.49%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	4.31%	4.58M	526.97M	767	+0.02%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	11.71%	13.48M	1.55B	-49.71K	-0.37%
Mar 31, 2024	BLACKROCK INC.	3.88%	4.46M	513.12M	-816.57K	-15.47%
Mar 31, 2024	JOURNEY STRATEGIC WEALTH LLC	0.18%	187.05K	21.5M	3.53K	+1.92%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.18%	204.74K	23.54M	-430.09K	-67.75%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.19%	204.81K	23.55M	-24.85K	-10.82%
Mar 31, 2024	SHARKEY, HOWES & JAVER	0.19%	205.74K	23.65M	-18.78K	-8.36%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	217.2K	24.97M	-149.79K	-40.82%
Mar 31, 2024	CREATIVE PLANNING	0.22%	257.51K	29.6M	10.75K	+4.36%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.28%	317.5K	36.5M	-33.57K	-9.56%
Mar 31, 2024	ALESCO ADVISORS LLC	0.3%	314.16K	36.12M	-8K	-2.48%
Mar 31, 2024	ALLY INVEST ADVISORS INC.	0.3%	314.91K	36.2M	-733	-0.23%
Mar 31, 2024	UBS GROUP AG	0.33%	382.4K	43.96M	-26.97K	-6.59%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.34%	357.31K	41.15M	45.93K	+14.75%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.39%	415.86K	47.81M	415.86K	+100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.42%	450.79K	51.82M	358.18K	+386.78%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.43%	461.01K	53M	-1M	-68.49%
Mar 31, 2024	FIDUCIARY TRUST CO	0.44%	469.97K	54.03M	18.28K	+4.05%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.45%	476.19K	54.74M	86.34K	+22.15%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.46%	524.33K	60.77M	-181K	-25.66%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.47%	500.69K	57.56M	-640.63K	-56.13%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.04%	2.35M	269.85M	-68.42K	-2.83%
Mar 31, 2024	ACORNS ADVISERS, LLC	2.1%	2.23M	256.24M	37.44K	+1.71%
Mar 31, 2024	JPMORGAN CHASE & CO	9.58%	11.03M	1.27B	355.05K	+3.33%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.13%	144.8K	16.65M	6.93K	+5.02%
Mar 31, 2024	SAND HILL GLOBAL ADVISORS, LLC	0.14%	157.36K	18.09M	-7.88K	-4.77%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	158.79K	18.25M	-2.44K	-1.51%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	158.83K	18.26M	158.83K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.14%	159.02K	18.28M	-11.08K	-6.51%
Mar 31, 2024	MISSION WEALTH MANAGEMENT, LP	0.14%	165.6K	19.04M	-1.86K	-1.11%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.15%	167.34K	19.24M	-7.34K	-4.20%
Mar 31, 2024	DOHJ, LLC	0.15%	171.19K	19.68M	-18.25K	-9.63%
Dec 31, 2023	BANK OF ITALY	1.74%	2.07M	217.07M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.03%	2.42M	253.46M	-66.93K	-2.70%
Dec 31, 2023	BETTERMENT LLC	2.15%	2.55M	267.91M	-11.55K	-0.45%
Dec 31, 2023	NORTHERN TRUST CORP	2.61%	3.1M	325.26M	-1.46M	-32.03%
Dec 31, 2023	MORGAN STANLEY	2.68%	3.18M	334.06M	370.66K	+13.18%
Dec 31, 2023	LPL FINANCIAL LLC	2.83%	3.37M	353.07M	16.78K	+0.50%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	3.2%	3.8M	399.2M	105.38K	+2.85%
Dec 31, 2023	BLACKROCK INC.	4.44%	5.28M	553.98M	-204.32K	-3.73%
Dec 31, 2023	JPMORGAN CHASE & CO	8.98%	10.67M	1.12B	2.35M	+28.29%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	10.68%	12.7M	1.33B	382.15K	+3.10%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	11.38%	13.53M	1.42B	565.54K	+4.36%
Dec 31, 2023	SHARKEY, HOWES & JAVER	0.19%	224.52K	23.56M	-9.35K	-4.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.19%	225.44K	23.65M	19.37K	+9.40%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.19%	229.66K	24.1M	-2.21K	-0.95%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.2%	235.55K	24.71B	8.34K	+3.67%
Dec 31, 2023	CREATIVE PLANNING	0.21%	246.76K	25.89M	9.61K	+4.05%
Dec 31, 2023	VESTCOR INC	0.23%	269.5K	28.28M	0	0
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	298.25K	31.29M	241.79K	+428.30%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.25%	299.56K	31.43M	12.2K	+4.24%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.26%	311.38K	32.67M	-152.64K	-32.90%
Dec 31, 2023	ALLY INVEST ADVISORS INC.	0.27%	315.64K	33.12M	10.31K	+3.37%
Dec 31, 2023	ALESCO ADVISORS LLC	0.27%	322.16K	33.8M	-26.32K	-7.55%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	346.29K	36.33M	-13.92K	-3.86%
Dec 31, 2023	JB CAPITAL LLC	0.29%	348.42K	36.56M	39.58K	+12.81%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.29%	349.23K	36.84M	17.61K	+5.31%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.3%	351.07K	36.84M	19.54K	+5.89%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.31%	366.99K	38.5M	61.15K	+19.99%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.33%	389.85K	40.9M	-53.55K	-12.08%
Dec 31, 2023	UBS GROUP AG	0.34%	409.37K	42.95M	-14.83K	-3.49%
Dec 31, 2023	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.36%	431.04K	45.22M	42.23K	+10.86%
Dec 31, 2023	FIDUCIARY TRUST CO	0.38%	451.69K	47.39M	51.56K	+12.89%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.4%	478.32K	50.19M	-39.8K	-7.68%
Dec 31, 2023	ROYAL BANK OF CANADA	0.42%	497.8K	52.23M	-52.98K	-9.62%
Dec 31, 2023	CITIGROUP INC	0.44%	526.82K	55.27M	445.57K	+548.39%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.44%	528.51K	55.45M	61.36K	+13.14%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.53%	634.83K	66.61M	14.75K	+2.38%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.54%	642.03K	67.36M	-170K	-20.94%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.59%	705.33K	74M	6.6K	+0.94%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.62%	734.76K	77.09M	42.72K	+6.17%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	0.69%	825.96K	86.66M	-10.04K	-1.20%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.86%	1.03M	802.5K	0	0
Dec 31, 2023	ACORNS ADVISERS, LLC	1.84%	2.19M	229.93M	45.23K	+2.11%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.96%	1.14M	119.75M	44.39K	+4.05%
Dec 31, 2023	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.98%	1.16M	121.77M	93.61K	+8.77%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.09%	1.3M	136.24M	-537.93K	-29.30%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	1.23%	1.46M	153.52M	36.13K	+2.53%
Dec 31, 2023	CWM, LLC	1.28%	1.52M	159.76M	-14.46K	-0.94%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	1.29%	1.54M	161.53M	78.34K	+5.36%
Dec 31, 2023		1.59%	1.89M	197.83M	107.59K	+6.05%

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