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

Who are the major shareholders selling First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock?

PERIGON WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in GRID by -6.95% restricting it's holding to 228.83 thousand shares of worth nearly $37.43M. FIRST HEARTLAND CONSULTANTS, INC. also lessened -22.56% of the GRID shares from its portfolio, reducing its holding to 72.33 thousand shares of worth $11.83M. MODERN WEALTH MANAGEMENT, LLC also shunned GRID shares holding by -0.22% last quarter which brought its holding to 60.47 thousand shares worth $10.09M.

Investors who are buying GRID stock?

As per its latest 13F filing, ATRIA INVESTMENTS, INC increased its stake in GRID by 591.92% in the last quarter. The institutional holder raised its holding to 197.83 thousand shares having worth more than $32.36M. HIGHTOWER ADVISORS, LLC also added 5.43% more shares of GRID to its portfolio, raising its holding to 325.13 thousand shares of worth $53.19M. ELEQUIN SECURITIES, LLC also increased its GRID shares holding by 100% which brought its holding to 216.06 thousand shares worth $5.32M.

GRID's major insiders: who are they?

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

Did an insider recently sell GRID stock?

Company executives, directors, and other insiders own N/A percent of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which GRID insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

How much of GRID does insiders own?

Around 0 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares are held by insiders, which represents about N/A of GRID stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in GRID?

ATRIA INVESTMENTS, INC is the largest institutional owner in GRID which holds 197.83 thousand shares worth $32.36M or 0.93% of the total GRID shares outstanding followed by HIGHTOWER ADVISORS, LLC with ownership of 325.13 thousand shares representing 1.54% of the GRID ownership. ELEQUIN SECURITIES, LLC is the third largest stakeholder with 216.06 thousand shares or 1.02% of the ownership worth more than $5.32M.

Is there a short position on GRID's shares?

Number of GRID 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 GRID shares are there?

As of today, null shares of GRID are outstanding.

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

GRID 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 GRID is null.

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) insider trading activity: Get Latest News Today

Q: Which insider recently purchased GRID stock?

There have been 0 transaction(s) during the past 6-months in which First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund insiders have bought stock, totalling 0 shares

Q: Is First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index 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 GRID is concerned, it is a stock which is optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. ATRIA INVESTMENTS, INC is the top corporate investor, holding 197.83K shares valued at $32.36M. A 0.93% stake in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund is owned by the company. HIGHTOWER ADVISORS, LLC owns 325.13K shares valued at $53.19M, which translates its holding of 1.54% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.93%	197.83K	32.36M	169.24K	+591.92%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.54%	325.13K	53.19M	16.75K	+5.43%
Mar 31, 2026	ELEQUIN SECURITIES, LLC	1.02%	216.06K	5.32M	216.06K	+100.00%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	1.08%	228.83K	37.43M	-17.08K	-6.95%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	10.02%	2.12M	347.05M	340.83K	+19.14%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.76%	160.05K	26.18M	36.36K	+29.39%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.34%	72.33K	11.83M	-21.07K	-22.56%
Mar 31, 2026	BFI INFINITY LTD.	0.35%	73.26K	11.98M	3.35K	+4.79%
Mar 31, 2026	WESPAC ADVISORS SOCAL, LLC	0.32%	67.15K	10.98M	14.56K	+27.69%
Mar 31, 2026	LPL FINANCIAL LLC	10.1%	2.14M	349.85M	438.93K	+25.82%
Mar 31, 2026	UBS GROUP AG	7.6%	1.61M	263.04M	340.19K	+26.83%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	6.18%	1.31M	213.97M	284.17K	+27.75%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.55%	962.41K	157.43M	253.64K	+35.79%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	4.03%	853.69K	139.67M	312.85K	+57.84%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.68%	568.06K	92.92M	349.96K	+160.47%
Mar 31, 2026	ROYAL BANK OF CANADA	2.08%	441.12K	72.16M	168.93K	+62.06%
Mar 31, 2026	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.53%	111.63K	18.26M	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.82%	384.49K	62.89M	197.82K	+105.98%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.7%	360.42K	58.96M	93.98K	+35.27%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.61%	340K	55.62M	126.43K	+59.20%
Mar 31, 2026	FIDUCIARY ALLIANCE LLC	0.27%	57.17K	10.29M	2.08K	+3.77%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.35%	73.47K	11.26M	12.62K	+20.73%
Mar 31, 2026	MCKINLEY CARTER WEALTH SERVICES, INC.	0.38%	79.45K	13M	58.91K	+286.94%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.38%	81.17K	13.28M	10.43K	+14.75%
Mar 31, 2026		0.45%	95.79K	15.67M	1.5K	+1.59%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.66%	140.03K	22.91M	3.63K	+2.66%
Mar 31, 2026	JPMORGAN CHASE & CO	0.46%	97.75K	15.4M	68.55K	+234.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.16%	246.17K	40.28M	46.29K	+23.16%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.27%	58.21K	9.52M	6.12K	+11.75%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.62%	132.08K	21.61M	23K	+21.09%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.29%	60.47K	10.09M	-131	-0.22%
Mar 31, 2026	ASSETMARK, INC	0.29%	60.6K	9.91M	26.64K	+78.46%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	63.95K	10.46M	39.4K	+160.45%
Mar 31, 2026	BLACK SWIFT GROUP, LLC	0.31%	64.71K	10.59M	3.37K	+5.50%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.27%	56.46K	9.23M	6.37K	+12.71%
Mar 31, 2026	ALASKA PERMANENT CAPITAL MANAGEMENT	0.26%	54.84K	8.95M	3.94K	+7.74%
Mar 31, 2026	PRUDENTIAL PLC	0.26%	54.3K	8.88M	-48.5K	-47.18%
Mar 31, 2026	CACHETECH INC.	0.46%	98.02K	16.03M	-2.04K	-2.04%
Mar 31, 2026	PRESIDIO CAPITAL MANAGEMENT, LLC	0.47%	98.94K	16.18M	4.03K	+4.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.47%	99.02K	16.2M	-978	-0.98%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.31%	276.97K	45.32M	15.61K	+5.97%
Mar 31, 2026	TRAPHAGEN INVESTMENT ADVISORS LLC	1.32%	280.15K	45.83M	-76.37K	-21.42%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	1.38%	292.51K	47.85M	292.51K	+100.00%
Mar 31, 2026	FIL LTD	1.44%	303.88K	49.71M	37.06K	+13.89%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.47%	100.21K	16.39M	39.56K	+65.24%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.53%	112.07K	18.33M	8K	+7.69%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.56%	118.19K	19.33M	36.34K	+44.40%
Mar 31, 2026	EDMOND DE ROTHSCHILD HOLDING S.A.	0.57%	120.13K	19.65M	7.2K	+6.38%
Mar 31, 2026	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.94%	198K	32.39M	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.96%	203.91K	32.52M	70.34K	+52.66%
Mar 31, 2026	MEITAV INVESTMENT HOUSE LTD	1%	211.34K	34.57M	14.13K	+7.16%
Mar 31, 2026	ARLINGTON FINANCIAL ADVISORS, LLC	1%	211.49K	34.6M	-20.53K	-8.85%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.03%	218.11K	35.68M	58.85K	+36.95%
Mar 31, 2026	NAN SHAN LIFE INSURANCE CO., LTD.	1.03%	217.78K	35.62M	217.78K	+100.00%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.31%	64.76K	10.59M	60.83K	+1,546.16%
Mar 31, 2026	ADAMS WEALTH MANAGEMENT	0.44%	92.64K	15.15M	-2.64K	-2.77%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	67.71K	11.08M	41.11K	+154.53%
Mar 31, 2026	CITIGROUP INC	0.77%	162.59K	26.6M	44.39K	+37.56%
Mar 31, 2026	MORGAN STANLEY	15.33%	3.25M	530.86M	296.26K	+10.05%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.78%	166.11K	27.17M	132.35K	+391.98%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.89%	189.27K	30.96M	66.02K	+53.57%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.17%	36.61K	5.6M	36.61K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	50.92K	7.79M	30.22K	+145.91%
Dec 31, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.24%	50.9K	7.79M	-787	-1.52%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.24%	50.09K	7.66M	35.08K	+233.73%
Dec 31, 2025	PECAUT & CO.	0.23%	49.23K	7.53M	-21	-0.04%
Dec 31, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.23%	49.21K	7.53M	1.19K	+2.48%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.23%	49.14K	7.52M	49.14K	+100.00%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.23%	48.33K	7.4M	5.55K	+12.97%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.23%	48.06K	7.35M	3.14K	+6.99%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.33%	70.73K	10.82M	4.46K	+6.73%
Dec 31, 2025	WESPAC ADVISORS SOCAL, LLC	0.25%	52.59K	8.05M	32.35K	+159.86%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.44%	93.4K	14.29M	4.67K	+5.26%
Dec 31, 2025		0.45%	94.29K	14.43M	94.29K	+100.00%
Dec 31, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.45%	94.91K	14.52M	-856	-0.89%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.23%	261.37K	40.01M	28.46K	+12.22%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.26%	266.44K	40.77M	65.43K	+32.55%
Dec 31, 2025	ROYAL BANK OF CANADA	1.29%	272.19K	41.65M	88.43K	+48.12%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.46%	308.38K	47.19M	184.76K	+149.45%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.88%	186.67K	28.56M	76.5K	+69.44%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.39%	81.85K	12.52M	27.93K	+51.80%
Dec 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	1.68%	356.52K	54.55M	5.9K	+1.68%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.84%	1.02M	156.68M	307.66K	+42.96%
Dec 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	7.21%	1.53M	233.66M	490K	+47.25%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.25%	52.09K	7.97M	48.05K	+1,189.95%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.58%	123.25K	18.86M	28.62K	+30.24%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.58%	123.69K	18.93M	2.4K	+1.98%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.63%	133.57K	20.45M	59.26K	+79.75%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.64%	136.39K	20.87M	7.32K	+5.67%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.75%	159.26K	24.37M	57.1K	+55.89%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.16%	245.92K	37.63M	243.9K	+12,104.37%
Dec 31, 2025	FIL LTD	1.26%	266.82K	40.97M	67.14K	+33.62%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.55%	540.84K	82.74M	90.96K	+20.22%
Dec 31, 2025	ADAMS WEALTH MANAGEMENT	0.45%	95.27K	14.58M	95.27K	+100.00%
Dec 31, 2025	FIDUCIARY ALLIANCE LLC	0.26%	55.09K	8.43M	4.64K	+9.19%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	60.6K	9.27M	1.57K	+2.66%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.29%	60.65K	9.28M	30.48K	+101.07%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.29%	60.86K	9.31M	13.3K	+27.97%
Dec 31, 2025	BLACK SWIFT GROUP, LLC	0.29%	61.34K	9.39M	2.31K	+3.92%
Dec 31, 2025	BFI INFINITY LTD.	0.33%	69.91K	10.7M	69.91K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.47%	100K	15.3M	64.34K	+180.41%
Dec 31, 2025	CACHETECH INC.	0.47%	100.06K	15.31M	100.06K	+100.00%
Dec 31, 2025	BANK HAPOALIM BM	0.48%	101.5K	15.53M	0	0
Dec 31, 2025	PRUDENTIAL PLC	0.49%	102.8K	15.73M	101.4K	+7,242.86%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.49%	104.07K	15.93M	48.23K	+86.37%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.52%	109.08K	16.69M	3.19K	+3.02%
Dec 31, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.53%	111.63K	17.08M	0	0
Dec 31, 2025	EDMOND DE ROTHSCHILD HOLDING S.A.	0.53%	112.93K	17.28M	112.93K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.56%	118.19K	18.09M	12.11K	+11.42%
Dec 31, 2025	AMELIORA WEALTH MANAGEMENT LTD.	0.21%	44.99K	6.88M	4.52K	+11.17%
Dec 31, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.94%	198K	30.3M	65K	+48.87%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.94%	199.88K	30.59M	73.98K	+58.76%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.01%	213.57K	32.68M	103.95K	+94.82%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.03%	218.09K	33.37M	78.17K	+55.86%
Dec 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	1.1%	232.02K	35.5M	-98	-0.04%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.35%	708.77K	108.46M	219.98K	+45.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	8.41%	1.78M	272.49M	332.95K	+23.00%
Dec 31, 2025	RATHBONES GROUP PLC	0.16%	34.38K	5.26M	16.25K	+89.58%
Dec 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.17%	36.16K	5.53M	3.82K	+11.80%
Dec 31, 2025	OPPENHEIMER & CO INC	0.18%	37.91K	5.8M	-5.67K	-13.00%
Dec 31, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.18%	37.98K	5.81M	0	0
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.18%	38.03K	5.82M	21.15K	+125.36%
Dec 31, 2025	MANCHESTER FINANCIAL INC	0.19%	40.21K	6.15M	-1.38K	-3.31%
Dec 31, 2025	BOGART WEALTH, LLC	0.2%	41.31K	6.32M	13.22K	+47.06%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.2%	42.33K	6.48M	8.67K	+25.76%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.21%	44.64K	6.83M	4.69K	+11.75%
Dec 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.93%	197.22K	30.18M	55	+0.03%
Dec 31, 2025	UBS GROUP AG	5.99%	1.27M	194M	298.76K	+30.83%
Dec 31, 2025	LPL FINANCIAL LLC	8.03%	1.7M	260.1M	503.96K	+42.14%
Dec 31, 2025	MORGAN STANLEY	13.93%	2.95M	451.25M	691.92K	+30.66%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.66%	139.93K	21.14M	51.68K	+58.57%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.61%	129.07K	19.5M	5.36K	+4.33%
Sep 30, 2025	BANK HAPOALIM BM	0.48%	101.5K	15.34M	101.5K	+100.00%
Sep 30, 2025	RICHARD P SLAUGHTER ASSOCIATES INC	0.23%	48.02K	7.26M	48.02K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.45%	94.63K	14.3M	8.25K	+9.55%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	102.17K	15.44M	81.79K	+401.28%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.5%	105.88K	16M	1.78K	+1.71%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.52%	109.63K	16.56M	20.22K	+22.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	110.17K	16.64M	44.05K	+66.63%
Sep 30, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.18%	37.98K	5.73M	0	0
Sep 30, 2025	OWEN LARUE, LLC	0.19%	39.84K	6.02M	6.82K	+20.66%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.57%	121.3K	18.33M	-5.36K	-4.23%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.58%	123.62K	18.68M	41.58K	+50.69%
Sep 30, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.63%	133K	20.09M	0	0
Sep 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.93%	197.16K	29.79M	158	+0.08%
Sep 30, 2025	FIL LTD	0.94%	199.69K	30.17M	23.73K	+13.48%
Sep 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	1.66%	350.62K	52.97M	4.44K	+1.28%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.38%	716.22K	108.21M	217.1K	+43.50%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.1%	232.9K	35.2M	33.29K	+16.68%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.13%	449.88K	67.95M	135.82K	+43.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.31%	488.8K	73.85M	160.35K	+48.82%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.22%	47.56K	7.19M	8.26K	+21.03%
Sep 30, 2025	STRIVE ASSET MANAGEMENT, LLC	0.23%	48.57K	7.34M	8.86K	+22.29%
Sep 30, 2025	UBS GROUP AG	4.58%	969.07K	146.41M	191.91K	+24.69%
Sep 30, 2025	LPL FINANCIAL LLC	5.65%	1.2M	180.67M	300.74K	+33.60%
Sep 30, 2025	MORGAN STANLEY	10.66%	2.26M	341M	743.32K	+49.10%
Sep 30, 2025	AMELIORA WEALTH MANAGEMENT LTD.	0.19%	40.47K	6.11M	17.31K	+74.77%
Sep 30, 2025	MANCHESTER FINANCIAL INC	0.2%	41.58K	6.28M	-992	-2.33%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.2%	42.79K	6.46M	458	+1.08%
Sep 30, 2025	OPPENHEIMER & CO INC	0.21%	43.58K	6.58M	1.17K	+2.77%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.21%	44.92K	6.79M	2.74K	+6.50%
Sep 30, 2025	CITIGROUP INC	0.5%	106.08K	16.03M	24.84K	+30.58%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.19%	39.95K	6.04M	39.95K	+100.00%
Sep 30, 2025	PECAUT & CO.	0.23%	49.25K	7.44M	23.44K	+90.83%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.24%	50.45K	7.62M	38.07K	+307.37%
Sep 30, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.24%	51.69K	7.79M	51.69K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	53.92K	8.15M	6.28K	+13.19%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	55.84K	8.44M	11.88K	+27.02%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.12%	24.88K	3.76M	22.26K	+851.07%
Sep 30, 2025	EAGLE STRATEGIES LLC	0.12%	24.93K	3.77M	5.04K	+25.33%
Sep 30, 2025	PARADIGM FINANCIAL PARTNERS, LLC	0.13%	27.33K	4.13M	132	+0.49%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.28%	59.03K	8.92M	322	+0.55%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.31%	66.27K	10.01M	8.77K	+15.26%
Sep 30, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.53%	111.63K	16.84M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.84%	1.45M	218.74M	254.14K	+21.29%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	125.9K	18.12M	37.74K	+42.80%
Sep 30, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.45%	95.77K	14.47M	-658	-0.68%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.13%	27.96K	4.23M	-1.57K	-5.31%
Sep 30, 2025	BOGART WEALTH, LLC	0.13%	28.09K	4.24M	519	+1.88%
Sep 30, 2025	ASSETMARK, INC	0.14%	29.09K	4.4M	2.23K	+8.30%
Sep 30, 2025	PCG WEALTH ADVISORS, LLC	0.14%	29.78K	4.5M	8.19K	+37.91%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.14%	30.16K	4.56M	7.8K	+34.90%
Sep 30, 2025	ALTFEST L J & CO INC	0.15%	32.31K	4.88M	32.31K	+100.00%
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.15%	32.34K	4.89M	2.72K	+9.16%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.16%	33.66K	5.09M	33.66K	+100.00%
Sep 30, 2025	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	0.17%	36.28K	5.53M	1.47K	+4.21%
Sep 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	4.9%	1.04M	156.67M	1.04M	+100.00%
Sep 30, 2025	BLACK SWIFT GROUP, LLC	0.28%	59.03K	8.92M	10.84K	+22.49%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	74.31K	11.08M	35.38K	+90.90%
Sep 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.37%	77.77K	11.75M	47.77K	+159.23%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.42%	88.73K	13.41M	11.29K	+14.58%
Sep 30, 2025	GITTERMAN WEALTH MANAGEMENT, LLC	1.14%	241.14K	36.43M	-6.04K	-2.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0.87%	183.76K	27.76M	34.75K	+23.32%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.95%	201.01K	30.37M	20.43K	+11.32%
Sep 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	1.1%	232.12K	35.07M	2.43K	+1.06%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.06%	12.78K	1.78M	5.08K	+65.94%
Jun 30, 2025	PARADIGM FINANCIAL PARTNERS, LLC	0.13%	27.2K	3.78M	-344	-1.25%
Jun 30, 2025	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.13%	26.54K	1.81M	3.32K	+14.27%
Jun 30, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.65%	133K	18.49M	3K	+2.31%
Jun 30, 2025	TPG FINANCIAL ADVISORS, LLC	0.24%	48.91K	6.8M	45.73K	+1,437.08%
Jun 30, 2025	BLACK SWIFT GROUP, LLC	0.24%	48.19K	6.7M	5.45K	+12.75%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.4%	82.04K	11.41M	14.11K	+20.77%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	66.12K	9.19M	1.7K	+2.63%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.28%	57.5K	7.99M	2.44K	+4.43%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.61%	123.72K	17.2M	2.74K	+2.26%
Jun 30, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.55%	111.63K	15.62M	0	0
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.51%	104.1K	14.47M	-2.21K	-2.08%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	47.63K	6.62M	-6.6K	-12.17%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	43.96K	6.11M	1.68K	+3.98%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.21%	42.33K	5.88M	-935	-2.16%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.21%	42.18K	5.86M	13.4K	+46.55%
Jun 30, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.19%	37.98K	5.31M	0	0
Jun 30, 2025		0.17%	34.81K	4.97M	34.81K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.16%	33.56K	4.67M	2.27K	+7.24%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.15%	29.53K	4.11M	11.46K	+63.37%
Jun 30, 2025	STRIVE ASSET MANAGEMENT, LLC	0.2%	39.72K	5.52M	20.73K	+109.13%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.43%	88.24K	12.27M	5.95K	+7.23%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.42%	86.39K	12.01M	3.34K	+4.02%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	58.71K	8.16M	51.11K	+672.43%
Jun 30, 2025	OWEN LARUE, LLC	0.16%	33.02K	4.59M	621	+1.92%
Jun 30, 2025	BOGART WEALTH, LLC	0.14%	27.57K	3.83M	1.85K	+7.17%
Jun 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.13%	27.15K	3.77M	117	+0.43%
Jun 30, 2025	KICKSTAND VENTURES, LLC.	0.13%	27.1K	3.77M	-868	-3.10%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.13%	27.1K	3.77M	27.1K	+100.00%
Jun 30, 2025	ASSETMARK, INC	0.13%	26.86K	3.73M	1.5K	+5.90%
Jun 30, 2025	PECAUT & CO.	0.13%	25.81K	3.59M	6	+0.02%
Jun 30, 2025	AMELIORA WEALTH MANAGEMENT LTD.	0.11%	23.16K	3.22M	-8.24K	-26.24%
Jun 30, 2025	PCG WEALTH ADVISORS, LLC	0.11%	21.59K	3M	-2.37K	-9.89%
Jun 30, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.1%	21.3K	2.96M	-40	-0.19%
Jun 30, 2025	RFG ADVISORY, LLC	0.1%	21.01K	2.92M	757	+3.74%
Jun 30, 2025	EAGLE STRATEGIES LLC	0.1%	19.89K	2.76M	388	+1.99%
Jun 30, 2025	SMITH ANGLIN FINANCIAL, LLC	0.1%	19.76K	2.75M	9.1K	+85.41%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.09%	19.28K	2.68M	-13.95K	-41.98%
Jun 30, 2025	RATHBONES GROUP PLC	0.08%	17.26K	2.4M	72	+0.42%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	16.82K	2.34M	2.49K	+17.36%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.08%	16.03K	2.23M	5.62K	+53.95%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.08%	15.57K	2.16M	-7.21K	-31.66%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.08%	15.44K	2.15M	974	+6.73%
Jun 30, 2025	MONTIS FINANCIAL, LLC	0.07%	15.16K	2.11M	-1.09K	-6.69%
Jun 30, 2025	SAGE CAPITAL MANAGEMENT, LLC	0.07%	15.08K	2.1M	233	+1.57%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	14.7K	2.04M	5.96K	+68.17%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.07%	14.55K	2.02M	28	+0.19%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.07%	13.63K	1.89M	-1.32K	-8.84%
Jun 30, 2025	PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD	0.07%	13.42K	1.87M	0	0
Jun 30, 2025	HEDEKER WEALTH, LLC	0.06%	12.43K	1.73M	1.05K	+9.22%
Jun 30, 2025	SIGMA PLANNING CORP	0.06%	12.23K	1.7M	653	+5.64%
Jun 30, 2025	CORRADO ADVISORS, LLC	0.06%	12.03K	1.67M	767	+6.81%
Jun 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	1.7%	346.17K	48.13M	764	+0.22%
Jun 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.97%	197K	27.39M	0	0
Jun 30, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.47%	96.43K	13.41M	3.38K	+3.64%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	38.93K	5.39M	11.57K	+42.31%
Jun 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.15%	30K	4.17M	-52K	-63.41%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.15%	29.63K	4.12M	2.61K	+9.66%
Jun 30, 2025	DUNHILL FINANCIAL, LLC	0.14%	28.2K	2.87M	8.18K	+40.87%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	89.4K	12.43M	760	+0.86%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	88.17K	12.22M	11.94K	+15.66%
Jun 30, 2025	CITIGROUP INC	0.4%	81.24K	11.29M	1.32K	+1.65%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.38%	77.45K	10.77M	4.93K	+6.79%
Jun 30, 2025	DUDLEY & SHANLEY, INC.	0.23%	46.9K	6.52M	0	0
Jun 30, 2025	MANCHESTER FINANCIAL INC	0.21%	42.58K	5.92M	-668	-1.54%
Jun 30, 2025	OPPENHEIMER & CO INC	0.21%	42.41K	5.9M	6.46K	+17.98%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.61%	328.45K	45.66M	27.41K	+9.11%
Jun 30, 2025	GITTERMAN WEALTH MANAGEMENT, LLC	1.21%	247.19K	34.36M	3.1K	+1.27%
Jun 30, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	1.13%	229.69K	31.93M	7.71K	+3.47%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.89%	180.57K	25.1M	3.58K	+2.03%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.62%	126.65K	17.61M	-5.07K	-3.85%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	20.43K	2.84M	1.84K	+9.92%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.1%	20.05K	2.79M	5.78K	+40.55%
Jun 30, 2025	MORGAN STANLEY	7.43%	1.51M	210.44B	92.69K	+6.52%
Jun 30, 2025	FIL LTD	0.86%	175.96K	24.49M	114.34K	+185.56%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.19%	39.3K	5.46M	5.77K	+17.20%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.86%	1.19M	165.94M	61.5K	+5.43%
Jun 30, 2025	LPL FINANCIAL LLC	4.4%	895.1K	124.44M	122.19K	+15.81%
Jun 30, 2025	UBS GROUP AG	3.82%	777.16K	108.04M	-6.73K	-0.86%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.45%	499.12K	69.39M	18.4K	+3.83%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.54%	314.06K	43.63M	11.31K	+3.74%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.98%	199.61K	27.76M	15.69K	+8.53%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	149.01K	20.72M	4.02K	+2.77%
Jun 30, 2025	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	0.17%	34.81K	4.97M	34.81K	+100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.23%	35.94K	4.07M	12.43K	+52.88%
Mar 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.3%	46.77K	5.29M	15.96K	+51.80%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	64.42K	7.29M	-46.3K	-41.82%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.46%	72.52K	8.2M	2.25K	+3.21%
Mar 31, 2025	JANE STREET GROUP, LLC	1.21%	191.89K	21.71M	173.44K	+940.27%
Mar 31, 2025	MEITAV INVESTMENT HOUSE LTD	1.25%	197K	22.29M	11.8K	+6.37%
Mar 31, 2025	CITIGROUP INC	0.51%	79.92K	9.04M	13.07K	+19.55%
Mar 31, 2025	AMELIORA WEALTH MANAGEMENT LTD.	0.2%	31.39K	3.55M	-646	-2.02%
Mar 31, 2025	OWEN LARUE, LLC	0.2%	32.39K	3.66M	1.01K	+3.22%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.28%	44.36K	5.25M	-52.66K	-54.28%
Mar 31, 2025	FIL LTD	0.39%	61.62K	6.97M	1.08K	+1.78%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.43%	67.93K	7.68M	9.58K	+16.42%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.83%	131.72K	14.9M	-12.94K	-8.95%
Mar 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.52%	82K	9.28M	82K	+100.00%
Mar 31, 2025	BLUE CHIP PARTNERS, LLC	0.52%	82.07K	9.28M	82.07K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.52%	82.29K	9.31M	17K	+26.03%
Mar 31, 2025	MORGAN STANLEY	8.98%	1.42M	160.76M	101.55K	+7.70%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	88.64K	10.03M	8.8K	+11.02%
Mar 31, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.59%	93.05K	10.53M	90.09K	+3,043.41%
Mar 31, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.82%	130K	14.71M	0	0
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.18%	28.79K	3.26M	26.18K	+1,005.41%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.2%	31.29K	3.54M	6.91K	+28.34%
Mar 31, 2025	DUDLEY & SHANLEY, INC.	0.3%	46.9K	5.31M	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.34%	54.24K	6.14M	-28.89K	-34.75%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.35%	55.06K	6.23M	5.87K	+11.92%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	76.23K	8.63M	-55.11K	-41.96%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.27%	43.26K	4.89M	528	+1.24%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.53%	83.05K	9.4M	10.53K	+14.51%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.16%	183.92K	20.81M	54.79K	+42.43%
Mar 31, 2025	ARLINGTON FINANCIAL ADVISORS, LLC	1.4%	221.98K	25.11M	3.57K	+1.64%
Mar 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	2.18%	345.41K	39.08M	17.68K	+5.39%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.04%	480.72K	54.38M	88.05K	+22.42%
Mar 31, 2025	LPL FINANCIAL LLC	4.89%	772.91K	87.44M	99.68K	+14.81%
Mar 31, 2025	UBS GROUP AG	4.96%	783.9K	88.68M	411.21K	+110.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.16%	1.13M	128.08M	290.96K	+34.59%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.21%	33.22K	3.76M	24.1K	+264.30%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.21%	33.53K	3.79M	19.83K	+144.83%
Mar 31, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.24%	37.98K	4.29M	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	42.28K	4.78M	11.55K	+37.60%
Mar 31, 2025	BLACK SWIFT GROUP, LLC	0.27%	42.74K	4.83M	11.4K	+36.38%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.63%	100.08K	11.32M	44.61K	+80.42%
Mar 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.67%	106.32K	12.03M	14.17K	+15.38%
Mar 31, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.71%	111.63K	12.62M	0	0
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.76%	120.98K	13.69M	8.54K	+7.60%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.12%	176.99K	20.02M	12.81K	+7.80%
Mar 31, 2025	GITTERMAN WEALTH MANAGEMENT, LLC	1.54%	244.09K	27.61M	15.63K	+6.84%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.9%	301.04K	34.06M	31.11K	+11.53%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.91%	302.75K	34.21M	82.15K	+37.24%
Mar 31, 2025	MANCHESTER FINANCIAL INC	0.27%	43.24K	4.89M	170	+0.39%
Mar 31, 2025	ROYAL BANK OF CANADA	0.92%	144.99K	16.4M	30.22K	+26.33%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.81%	254.93K	29.22M	63.25K	+33.00%
Mar 31, 2024	LPL FINANCIAL LLC	3.52%	318.49K	36.5M	-3.41K	-1.06%
Mar 31, 2024	OPPENHEIMER & CO INC	0.12%	11.17K	1.28M	-2.12K	-15.93%
Mar 31, 2024	ASSETMARK, INC	0.13%	11.43K	1.31M	1.54K	+15.58%
Mar 31, 2024	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.13%	11.85K	1.36M	565	+5.01%
Mar 31, 2024	EUDAIMONIA ADVISORS LLC	0.14%	12.35K	1.42M	4.25K	+52.49%
Mar 31, 2024	PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD	0.14%	12.61K	1.45M	12.61K	+100.00%
Mar 31, 2024	STEGENT EQUITY ADVISORS, INC.	0.14%	12.69K	1.45M	113	+0.90%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.14%	12.73K	1.46M	3.61K	+39.62%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.14%	12.92K	1.48B	1.03K	+8.67%
Mar 31, 2024	RATHBONES GROUP PLC	0.15%	13.64K	1.56M	-807	-5.59%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.45%	38.23K	4.38M	7.07K	+22.70%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.21%	17.53K	2.01M	579	+3.42%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.21%	17.97K	2.06M	-141	-0.78%
Mar 31, 2024	TAP CONSULTING, LLC	0.21%	18.06K	2.07M	18.06K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.24%	20.55K	2.36M	20.55K	+100.00%
Mar 31, 2024	KEYSTONE FINANCIAL GROUP	0.24%	20.67K	2.37M	-35	-0.17%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	22.66K	2.6M	-28.49K	-55.70%
Mar 31, 2024	BLACK SWIFT GROUP, LLC	0.27%	22.66K	2.6M	22.66K	+100.00%
Mar 31, 2024	OWEN LARUE, LLC	0.33%	28.12K	3.22M	2.75K	+10.86%
Mar 31, 2024	ROYAL BANK OF CANADA	0.34%	31.04K	3.56M	-687	-2.17%
Mar 31, 2024	PRUDENTIAL PLC	0.37%	31K	3.55M	31K	+100.00%
Mar 31, 2024	MEITAV INVESTMENT HOUSE LTD	0.37%	31.4K	3.6M	0	0
Mar 31, 2024	FIL LTD	0.37%	31.58K	3.62M	31.58K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.42%	37.97K	4.35M	2.87K	+8.18%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.45%	38.04K	4.36M	-8.22K	-17.77%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.48%	40.79K	4.67M	6.18K	+17.84%
Mar 31, 2024	MANCHESTER FINANCIAL INC	0.5%	42.58K	4.88M	1.1K	+2.65%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.53%	47.79K	5.48M	-33.8K	-41.42%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.54%	49.09K	5.63M	-79.11K	-61.71%
Mar 31, 2024	DUDLEY & SHANLEY, INC.	0.55%	46.9K	5.38M	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.56%	51.09K	5.86M	2.18K	+4.45%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.6%	51.25K	5.87M	29.74K	+138.26%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.63%	53.09K	6.08M	3.9K	+7.94%
Mar 31, 2024	CERITY PARTNERS LLC	0.7%	59.65K	6.84M	4.02K	+7.22%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.72%	60.7K	7.17M	-1.83K	-2.92%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.73%	66.36K	7.61M	17.93K	+37.03%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.87%	78.54K	9M	-4.69K	-5.63%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.89%	75.25K	8.62M	75.25K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.94%	85.13K	9.76M	-10.69K	-11.15%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.45%	123.29K	14.13M	15.92K	+14.82%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.53%	138.5K	15.88M	47.46K	+52.12%
Mar 31, 2024		0.27%	22.57K	2.61M	22.57K	+100.00%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.16%	13.83K	1.59M	-1.87K	-11.92%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	0.16%	13.87K	1.59M	390	+2.89%
Mar 31, 2024	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.18%	15.37K	1.76M	1.8K	+13.24%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.18%	15.51K	1.78M	0	0
Mar 31, 2024	BRIGHT FUTURES WEALTH MANAGEMENT, LLC.	0.27%	22.57K	2.61M	22.57K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.35%	29.87K	3.42M	-1.04K	-3.36%
Mar 31, 2024	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	1.53%	130K	14.9M	130K	+100.00%
Mar 31, 2024	TRAPHAGEN INVESTMENT ADVISORS LLC	3.2%	271.08K	31.07M	263.02K	+3,260.39%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.79%	343.18K	39.33M	-26.38K	-7.14%
Mar 31, 2024	MORGAN STANLEY	5.13%	464.58K	53.25M	13.19K	+2.92%
Mar 31, 2024	KRAEMATON INVESTMENT ADVISORS, INC	0.16%	13.77K	1.58M	-775	-5.33%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.18%	15.51K	1.78M	-22.26K	-58.93%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.19%	16.1K	1.85M	-358	-2.17%
Mar 31, 2024	DUNHILL FINANCIAL, LLC	0.19%	16.47K	1.88M	601	+3.79%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.14%	96.68K	11.08M	-1.15K	-1.17%
Mar 31, 2024	GITTERMAN WEALTH MANAGEMENT, LLC	2.13%	180.97K	20.74M	180.97K	+100.00%
Mar 31, 2024	ARLINGTON FINANCIAL ADVISORS, LLC	2.5%	212.17K	24.32M	143.15K	+207.38%
Mar 31, 2024	UBS GROUP AG	2.69%	243.46K	27.9M	18.08K	+8.02%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.19%	91.05K	9.53M	-24.4K	-21.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.25%	95.81K	10.03M	-21.3K	-18.18%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.28%	97.82K	10.24M	-5.13K	-4.98%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.29%	98.43K	940K	98.43K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	1.41%	107.38K	11.24M	2.45K	+2.33%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.68%	128.2K	13.43M	-121.02K	-48.56%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.51%	191.68K	20.07M	-158	-0.08%
Dec 31, 2023	UBS GROUP AG	2.95%	225.37K	23.6M	-14.34K	-5.98%
Dec 31, 2023	LPL FINANCIAL LLC	4.21%	321.91K	33.71M	3.1K	+0.97%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.84%	369.56K	38.7M	-32.59K	-8.10%
Dec 31, 2023	MORGAN STANLEY	5.91%	451.39K	47.26M	-31.37K	-6.50%
Dec 31, 2023	STEGENT EQUITY ADVISORS, INC.	0.16%	12.58K	1.32M	-2.65K	-17.38%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.17%	13.09K	1.37M	7.92K	+153.09%
Dec 31, 2023	OPPENHEIMER & CO INC	0.17%	13.29K	1.39M	-2.65K	-16.62%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	0.18%	13.48K	1.41M	-156	-1.14%
Dec 31, 2023	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.18%	13.58K	1.42M	1.27K	+10.30%
Dec 31, 2023	RATHBONES GROUP PLC	0.19%	14.45K	1.51M	650	+4.71%
Dec 31, 2023	KRAEMATON INVESTMENT ADVISORS, INC	0.19%	14.55K	1.52M	-297	-2.00%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.2%	15.51K	1.62M	0	0
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.21%	15.7K	1.64M	1.99K	+14.54%
Dec 31, 2023		0.21%	15.87K	1.56M	15.87K	+100.00%
Dec 31, 2023	SNOWDEN CAPITAL ADVISORS LLC	0.21%	15.96K	1.67M	-129	-0.80%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.22%	16.46K	1.72M	-5.38K	-24.62%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.22%	16.95K	1.78M	-581	-3.31%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.24%	18.11K	1.9M	-253	-1.38%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.25%	18.75K	1.96M	-1.04K	-5.25%
Dec 31, 2023	KEYSTONE FINANCIAL GROUP	0.27%	20.71K	2.17M	228	+1.11%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.28%	21.51K	2.25M	-95	-0.44%
Dec 31, 2023	SEAVIEW INVESTMENT MANAGERS LLC	0.29%	22.28K	2.33M	-268	-1.19%
Dec 31, 2023	OWEN LARUE, LLC	0.33%	25.36K	2.66M	-16	-0.06%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.4%	30.91K	3.24M	-6.33K	-17.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.41%	31.16K	3.26M	-10.69K	-25.55%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.41%	31.4K	3.29M	-9.49K	-23.20%
Dec 31, 2023	ROYAL BANK OF CANADA	0.42%	31.73K	3.32M	-15.95K	-33.45%
Dec 31, 2023	PFG INVESTMENTS, LLC	0.45%	34.61K	3.62M	27.5K	+386.45%
Dec 31, 2023	CITIGROUP INC	0.46%	35.1K	3.68M	10.27K	+41.37%
Dec 31, 2023	FIRST HEARTLAND CONSULTANTS, INC.	0.49%	37.77K	3.96M	-2.34K	-5.84%
Dec 31, 2023	MANCHESTER FINANCIAL INC	0.54%	41.48K	4.34M	-1.09K	-2.56%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.61%	46.26K	4.84M	-9.58K	-17.16%
Dec 31, 2023	DUDLEY & SHANLEY, INC.	0.61%	46.9K	4.91M	-18K	-27.74%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.63%	48.43K	5.07M	-1.46K	-2.92%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.64%	48.91K	5.12M	-3.01K	-5.80%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.64%	49.19K	5.15M	49.19K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.67%	51.15K	5.36M	-238.99K	-82.37%
Dec 31, 2023	CERITY PARTNERS LLC	0.73%	55.64K	5.83M	-15.74K	-22.06%
Dec 31, 2023	CONCORDE ASSET MANAGEMENT, LLC	0.79%	60.22K	6.31M	6.83K	+12.80%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.82%	62.53K	6.46M	58.7K	+1,533.39%
Dec 31, 2023	ARLINGTON FINANCIAL ADVISORS, LLC	0.9%	69.03K	7.23M	-44.7K	-39.30%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.07%	81.59K	8.55M	-1.73K	-2.08%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.09%	83.22K	8.71M	18.24K	+28.07%

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