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

Who are the major shareholders selling iShares 7-10 Year Treasury Bond ETF stock?

CETERA INVESTMENT ADVISERS, in the last quarter, reduced its stake in IEF by -0.52% restricting it's holding to 1.14 million shares of worth nearly $109.57M. ENVESTNET ASSET MANAGEMENT INC also lessened -0.83% of the IEF shares from its portfolio, reducing its holding to 12.71 million shares of worth $1.22B. PEAVINE CAPITAL, LLC also shunned IEF shares holding by -3.63% last quarter which brought its holding to 1.81 million shares worth $173.67M.

Investors who are buying IEF stock?

As per its latest 13F filing, BANK JULIUS BAER & CO. LTD, ZURICH increased its stake in IEF by 6.34% in the last quarter. The institutional holder raised its holding to 3.38 million shares having worth more than $325.16M. PNC FINANCIAL SERVICES GROUP, INC. also added 0.86% more shares of IEF to its portfolio, raising its holding to 8.49 million shares of worth $816.12M. GOLDMAN SACHS GROUP INC also increased its IEF shares holding by 2,669.95% which brought its holding to 11.82 million shares worth $1.14B.

IEF's major insiders: who are they?

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

Did an insider recently sell IEF stock?

Company executives, directors, and other insiders own N/A percent of iShares 7-10 Year Treasury Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which IEF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IEF stock?

There have been 0 transaction(s) during the past 6-months in which iShares 7-10 Year Treasury Bond ETF insiders have bought stock, totalling 0 shares

How much of IEF does insiders own?

Around 0 iShares 7-10 Year Treasury Bond ETF shares are held by insiders, which represents about N/A of IEF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IEF?

BANK JULIUS BAER & CO. LTD, ZURICH is the largest institutional owner in IEF which holds 3.38 million shares worth $325.16M or 0.69% of the total IEF shares outstanding followed by PNC FINANCIAL SERVICES GROUP, INC. with ownership of 8.49 million shares representing 1.73% of the IEF ownership. GOLDMAN SACHS GROUP INC is the third largest stakeholder with 11.82 million shares or 2.41% of the ownership worth more than $1.14B.

Is iShares 7-10 Year Treasury Bond ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the IEF is concerned, it is a stock which is optionable.

Is there a short position on IEF's shares?

Number of IEF 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 IEF shares are there?

As of today, null shares of IEF are outstanding.

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

IEF 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 IEF is null.

iShares 7-10 Year Treasury Bond ETF (IEF) 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. BANK JULIUS BAER & CO. LTD, ZURICH is the top corporate investor, holding 3.38M shares valued at $325.16M. A 0.69% stake in iShares 7-10 Year Treasury Bond ETF is owned by the company. PNC FINANCIAL SERVICES GROUP, INC. owns 8.49M shares valued at $816.12M, which translates its holding of 1.73% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.69%	3.38M	325.16M	201.49K	+6.34%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.73%	8.49M	816.12M	72.19K	+0.86%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.41%	11.82M	1.14B	11.4M	+2,669.95%
Dec 31, 2025	CARRONADE CAPITAL MANAGEMENT, LP	2.34%	11.5M	1.11B	11.5M	+100.00%
Dec 31, 2025	QUEST PARTNERS LLC	0.21%	1.01M	97.03M	605.01K	+149.74%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	979.19K	94.16M	526.37K	+116.24%
Dec 31, 2025	CERITY PARTNERS LLC	0.2%	971.31K	93.4M	67.5K	+7.47%
Dec 31, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.51%	2.5M	240.4M	2.5M	+100.00%
Dec 31, 2025	HARVEST PORTFOLIOS GROUP INC.	0.35%	1.72M	165.09M	203.54K	+13.45%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	1.14M	109.57M	-5.91K	-0.52%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.59%	12.71M	1.22B	-106.46K	-0.83%
Dec 31, 2025	MORGAN STANLEY	3.47%	17.04M	1.64B	2.74M	+19.14%
Dec 31, 2025	JPMORGAN CHASE & CO	7.02%	34.19M	3.29B	7.51M	+28.13%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	27.64%	134.83M	12.97B	47.17M	+53.81%
Dec 31, 2025	ROYAL BANK OF CANADA	0.2%	966.97K	92.98M	98.97K	+11.40%
Dec 31, 2025	ALLY INVEST ADVISORS INC.	0.2%	998.55K	96.02M	52.26K	+5.52%
Dec 31, 2025	OWL CREEK ASSET MANAGEMENT, L.P.	0.33%	1.6M	154.24M	1.6M	+100.00%
Dec 31, 2025	MARINER, LLC	0.44%	2.18M	209.4M	73.51K	+3.49%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	1.68M	162.21M	40.96K	+2.49%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.36%	1.73M	166.38M	46.93K	+2.79%
Dec 31, 2025	PEAVINE CAPITAL, LLC	0.38%	1.81M	173.67M	-68.1K	-3.63%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.4%	1.97M	189.13M	153.08K	+8.44%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.41%	1.98M	190.78M	-26.18K	-1.30%
Dec 31, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.41%	1.94M	186.97M	79.79K	+4.28%
Dec 31, 2025	ARGI INVESTMENT SERVICES, LLC	0.42%	2.06M	198.16M	-714.96K	-25.76%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.43%	2.11M	202.83M	58.61K	+2.86%
Dec 31, 2025	GREENWOOD GEARHART INC	0.15%	729.28K	70.13M	90.38K	+14.15%
Dec 31, 2025	JUNIPER HILL CAPITAL MANAGEMENT LP	0.15%	744.2K	71.56M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	755.59K	72.66M	279.3K	+58.64%
Dec 31, 2025	WESTEND ADVISORS, LLC	0.16%	757.08K	72.8M	5.91K	+0.79%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	767.47K	73.8M	81.34K	+11.86%
Dec 31, 2025	GREENLEAF TRUST	0.16%	769.54K	74M	549.7K	+250.04%
Dec 31, 2025	RAUB BROCK CAPITAL MANAGEMENT LP	0.16%	785.8K	75.56M	-12.42K	-1.56%
Dec 31, 2025	MEMBERS TRUST CO	0.26%	1.23M	118.59M	-11.63K	-0.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.29%	1.42M	136.75M	40.15K	+2.91%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.68%	3.35M	321.75M	130.23K	+4.05%
Dec 31, 2025	UBS GROUP AG	0.85%	4.17M	401.13M	-122.79K	-2.86%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.94%	4.61M	443.18M	257.21K	+5.91%
Dec 31, 2025	BLACKROCK, INC.	0.47%	2.3M	221.3M	647.36K	+39.14%
Dec 31, 2025	AVALON ADVISORY GROUP	0.19%	888.02K	85.39M	53.05K	+6.35%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.18%	892.5K	85.82M	169.9K	+23.51%
Dec 31, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.17%	832.85K	80.09M	18.29K	+2.24%
Dec 31, 2025	LPL FINANCIAL LLC	1.06%	5.17M	497.17M	516.63K	+11.10%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.18%	5.78M	555.9M	666.41K	+13.03%
Dec 31, 2025	RONALD BLUE TRUST, INC.	1.28%	6.12M	588.61M	168.54K	+2.83%
Dec 31, 2025	ASSETMARK, INC	0.21%	1.01M	96.91M	13.13K	+1.32%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.23%	1.11M	107.12M	9.35K	+0.85%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	1.24M	119.16M	423.2K	+51.86%
Dec 31, 2025	COLONY GROUP, LLC	0.28%	1.35M	130.17M	1.16M	+606.47%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.25%	1.22M	117.32M	1M	+454.55%
Dec 31, 2025	JANE STREET GROUP, LLC	0.45%	2.2M	211.25M	-555.6K	-20.19%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.55%	2.69M	259.14M	25.59K	+0.96%
Dec 31, 2025	CITADEL ADVISORS LLC	0.59%	2.91M	279.46M	2.63M	+967.67%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.27%	6.2M	596.65M	29.69K	+0.48%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.08%	15.08M	1.45B	133.19K	+0.89%
Dec 31, 2025	FMR LLC	7.1%	34.78M	3.34B	5.08M	+17.09%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	817.63K	78.63B	215.32K	+35.75%
Dec 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.17%	815.25K	78.39M	73.38K	+9.89%
Dec 31, 2025	CITIGROUP INC	0.17%	832.37K	80.04M	198.29K	+31.27%
Dec 31, 2025	BARCLAYS PLC	0.18%	864.58K	83.14M	-236.35K	-21.47%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.75%	13.49M	1.3B	2.76M	+25.69%
Dec 31, 2025	MATAURO, LLC	0.14%	691.82K	66.53M	80.46K	+13.16%
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.15%	707.02K	67.99M	682.25K	+2,754.55%
Sep 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.14%	567.03K	54.7M	1.82K	+0.32%
Sep 30, 2025	ALLY INVEST ADVISORS INC.	0.24%	946.29K	91.28M	48.46K	+5.40%
Sep 30, 2025	NATIONWIDE FUND ADVISORS	0.24%	956.14K	92.23M	-4.37K	-0.46%
Sep 30, 2025	UBS GROUP AG	0.24%	1.13M	108.88M	805.2K	+248.83%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	1.15M	110.48M	293.13K	+34.40%
Sep 30, 2025	MEMBERS TRUST CO	0.26%	1.24M	120.09M	-4.06K	-0.32%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.26%	1.27M	122.04M	-20.66K	-1.61%
Sep 30, 2025	HARVEST PORTFOLIOS GROUP INC.	0.32%	1.51M	145.97M	-50.58K	-3.23%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	1.64M	158.37M	23.39K	+1.44%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.35%	1.68M	162.37M	20.44K	+1.23%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.38%	1.81M	174.96M	-155.66K	-7.90%
Sep 30, 2025	JANE STREET GROUP, LLC	0.38%	1.82M	175.21M	910.1K	+100.42%
Sep 30, 2025	ASSETMARK, INC	0.21%	994.64K	95.94M	24.68K	+2.54%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	2.04M	196.59M	1.36M	+201.30%
Sep 30, 2025	ARGI INVESTMENT SERVICES, LLC	0.58%	2.78M	267.75M	197.97K	+7.68%
Sep 30, 2025	PEAVINE CAPITAL, LLC	0.39%	1.87M	180.78M	194.7K	+11.59%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.42%	2.01M	193.9M	76.18K	+3.94%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	1.25M	121M	-503.18K	-28.63%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	1.45M	140.19M	493.83K	+51.47%
Sep 30, 2025	BARCLAYS PLC	0.23%	1.1M	106.2M	198.9K	+22.05%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.23%	1.1M	106.55M	113.55K	+11.46%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.91%	4.35M	419.75M	108.09K	+2.55%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.76%	8.41M	811.7M	-187.99K	-2.19%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.07%	5.11M	493.35M	-4.88M	-48.81%
Sep 30, 2025	BOGART WEALTH, LLC	0.12%	489.68K	47.23M	16.09K	+3.40%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.14%	561.89K	54.2M	85.24K	+17.88%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.13%	14.95M	1.44B	3.29M	+28.23%
Sep 30, 2025	MATAURO, LLC	0.15%	611.36K	58.97M	18.59K	+3.14%
Sep 30, 2025	GENTRUST, LLC	0.15%	612.49K	59.08M	17.49K	+2.94%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	629.57K	60.73M	59.16K	+10.37%
Sep 30, 2025	BARINGS LLC	0.16%	631.84K	60.95M	-11.1K	-1.73%
Sep 30, 2025	CITIGROUP INC	0.13%	500K	48.23M	500K	+100.00%
Sep 30, 2025	GREENWOOD GEARHART INC	0.16%	638.9K	61.63M	219.05K	+52.17%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.17%	686.12K	66.18M	50.03K	+7.86%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.18%	722.6K	69.7M	321.4K	+80.11%
Sep 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.19%	741.87K	71.56M	17.15K	+2.37%
Sep 30, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.39%	1.86M	179.85M	91.26K	+5.15%
Sep 30, 2025	JUNIPER HILL CAPITAL MANAGEMENT LP	0.19%	744.2K	71.79M	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.56%	2.67M	257.48M	34.31K	+1.30%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.29%	1.38M	133.31M	284.91K	+25.97%
Sep 30, 2025	BLACKROCK, INC.	0.35%	1.65M	159.55M	-489.87K	-22.85%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.67%	3.22M	310.19M	110.52K	+3.56%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.67%	3.18M	306.74M	87.32K	+2.82%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.22%	1.05M	101.05M	418.57K	+66.54%
Sep 30, 2025	LMR PARTNERS LLP	0.21%	1M	96.46M	1M	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	6.18M	595.64M	290.35K	+4.93%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	18.35%	87.66M	8.46B	30.01M	+52.06%
Sep 30, 2025	FMR LLC	6.22%	29.71M	2.87B	1.11M	+3.89%
Sep 30, 2025	JPMORGAN CHASE & CO	5.59%	26.68M	2.57B	-595.39K	-2.18%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	964.98K	93.08M	35.7K	+3.84%
Sep 30, 2025	WESTEND ADVISORS, LLC	0.19%	751.17K	72.46M	91.53K	+13.88%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.43%	2.05M	199.74M	117.24K	+6.06%
Sep 30, 2025	MARINER, LLC	0.44%	2.1M	202.96M	-16.06K	-0.76%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.87%	4.14M	399.44M	3.95M	+2,109.71%
Sep 30, 2025	LPL FINANCIAL LLC	0.97%	4.65M	448.88M	156.43K	+3.48%
Sep 30, 2025	RONALD BLUE TRUST, INC.	1.25%	5.95M	574.19M	359.89K	+6.43%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.68%	12.82M	1.24B	375.48K	+3.02%
Sep 30, 2025	RAUB BROCK CAPITAL MANAGEMENT LP	0.2%	798.23K	77M	9.48K	+1.20%
Sep 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.2%	814.56K	78.57M	431	+0.05%
Sep 30, 2025	AVALON ADVISORY GROUP	0.21%	834.97K	80.54M	12.38K	+1.51%
Sep 30, 2025	ROYAL BANK OF CANADA	0.22%	868K	83.73M	120.74K	+16.16%
Sep 30, 2025	CERITY PARTNERS LLC	0.23%	903.81K	87.18M	-11.4K	-1.25%
Sep 30, 2025	MORGAN STANLEY	2.99%	14.3M	1.38B	1.78M	+14.22%
Jun 30, 2025	NATIONWIDE FUND ADVISORS	0.26%	960.52K	91.99M	-323.11K	-25.17%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.25%	929.28K	89M	-18.07K	-1.91%
Jun 30, 2025	CERITY PARTNERS LLC	0.24%	915.21K	87.65M	-90.81K	-9.03%
Jun 30, 2025	CLARITY FINANCIAL LLC	0.19%	727.66K	69.69M	2.6K	+0.36%
Jun 30, 2025	JANE STREET GROUP, LLC	0.24%	906.3K	86.8M	360K	+65.90%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.67%	9.99M	956.91M	495.77K	+5.22%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.52%	1.93M	183.18M	196.39K	+11.31%
Jun 30, 2025	LPL FINANCIAL LLC	1.2%	4.5M	430.69M	120.56K	+2.75%
Jun 30, 2025	JPMORGAN CHASE & CO	7.28%	27.28M	2.61B	-797.91K	-2.84%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.41%	9.03M	864.66M	520.43K	+6.12%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.34%	1.29M	123.14M	-85.09K	-6.21%
Jun 30, 2025	ALLY INVEST ADVISORS INC.	0.24%	897.83K	85.98M	12.94K	+1.46%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.3%	8.6M	823.9M	-688.37K	-7.41%
Jun 30, 2025	BANK OF MONTREAL /CAN/	1.96%	7.33M	702.44M	189.62K	+2.65%
Jun 30, 2025	CITIGROUP INC	0.2%	764.33K	73.2M	178.06K	+30.37%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	15.39%	57.65M	5.52B	2.69M	+4.89%
Jun 30, 2025	FMR LLC	7.64%	28.59M	2.74B	1.73M	+6.44%
Jun 30, 2025	MORGAN STANLEY	3.34%	12.52M	1.2T	1.42M	+12.78%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.53%	1.97M	188.61B	-9.58K	-0.48%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.47%	1.76M	168.33B	-1.52M	-46.36%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.44%	1.66M	159.25M	454.99K	+37.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.32%	12.44M	1.19B	46.73K	+0.38%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.11%	11.66M	1.09B	434.32K	+3.87%
Jun 30, 2025	UBS GROUP AG	1.12%	4.21M	403.37M	403.03K	+10.58%
Jun 30, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.47%	1.77M	169.83M	-213.97K	-10.77%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	852.23K	81.62M	-43.8K	-4.89%
Jun 30, 2025	JUNIPER HILL CAPITAL MANAGEMENT LP	0.2%	744.2K	71.27M	0	0
Jun 30, 2025	AVALON ADVISORY GROUP	0.22%	822.59K	78.78M	33.89K	+4.30%
Jun 30, 2025	PEAVINE CAPITAL, LLC	0.45%	1.68M	160.84M	1.68M	+100.00%
Jun 30, 2025	ASSETMARK, INC	0.26%	969.96K	92.89M	430.11K	+79.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.57%	5.88M	563.58M	-2.24M	-27.58%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.13%	4.24M	406.4M	-373.93K	-8.10%
Jun 30, 2025	HARVEST PORTFOLIOS GROUP INC.	0.42%	1.56M	149.77M	120.75K	+8.37%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	1.62M	153.52M	13.73K	+0.85%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	959.52K	91.89M	-853.47K	-47.08%
Jun 30, 2025	RONALD BLUE TRUST, INC.	1.49%	5.59M	535.62M	326.34K	+6.20%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.83%	3.11M	297.39M	-206.72K	-6.24%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.52%	1.93M	185.21M	-22.98K	-1.17%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.83%	3.09M	296.18M	87K	+2.89%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.7%	2.63M	252.35M	104.34K	+4.12%
Jun 30, 2025	ARGI INVESTMENT SERVICES, LLC	0.69%	2.58M	246.87M	-295.71K	-10.29%
Jun 30, 2025	BLACKROCK, INC.	0.57%	2.14M	205.32M	594.68K	+38.39%
Jun 30, 2025	MARINER, LLC	0.57%	2.12M	203.05M	-250.4K	-10.56%
Jun 30, 2025	MEMBERS TRUST CO	0.33%	1.25M	119.62M	-398.51K	-24.19%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.29%	1.1M	105.07M	38.41K	+3.63%
Jun 30, 2025	BARCLAYS PLC	0.24%	902.04K	86.39M	623.08K	+223.36%
Jun 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.22%	814.13K	77.97M	15.59K	+1.95%
Jun 30, 2025	RAUB BROCK CAPITAL MANAGEMENT LP	0.21%	788.74K	75.54M	290.51K	+58.31%
Jun 30, 2025	ROYAL BANK OF CANADA	0.2%	747.26K	71.57M	-598.38K	-44.47%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	991.09K	94.92M	-90.47K	-8.36%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.37%	1.37M	130.74M	64.47K	+4.93%
Mar 31, 2025	SONA ASSET MANAGEMENT (US) LLC	0.23%	850K	81.06M	850K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.22%	8.13M	774.92M	278.08K	+3.54%
Mar 31, 2025	BANK OF MONTREAL /CAN/	1.7%	6.21M	592.55M	0	0
Mar 31, 2025	RONALD BLUE TRUST, INC.	1.44%	5.27M	502.25M	-231.17K	-4.20%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.89%	3.28M	312.48M	2.98M	+1,001.79%
Mar 31, 2025		0.82%	3M	286.11M	3M	+100.00%
Mar 31, 2025	ARGI INVESTMENT SERVICES, LLC	0.78%	2.87M	274.04M	402.21K	+16.28%
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.73%	2.66M	286.65M	316.91K	+13.53%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.54%	9.29M	886.11M	-345.75K	-3.59%
Mar 31, 2025	LPL FINANCIAL LLC	1.19%	4.38M	417.4M	673.68K	+18.19%
Mar 31, 2025	UBS GROUP AG	1.04%	3.81M	363.25M	150.55K	+4.12%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.9%	3.31M	315.86M	1.31M	+65.48%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	1.61M	153.2M	7.42K	+0.46%
Mar 31, 2025	BLACKROCK, INC.	0.42%	1.55M	147.75M	-1.52M	-49.49%
Mar 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.31%	1.14M	105.68M	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.24%	872.8K	83.24M	-1.81M	-67.44%
Mar 31, 2025	NATIONWIDE FUND ADVISORS	0.35%	1.28M	122.42M	-1.93M	-60.06%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.33%	1.21M	115.2M	10.84K	+0.91%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.29%	1.06M	100.97M	16.8K	+1.61%
Mar 31, 2025	CERITY PARTNERS LLC	0.27%	1.01M	95.94M	137.42K	+15.82%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.26%	948.3K	90.44M	381.53K	+67.32%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.26%	947.35K	90.35M	-765	-0.08%
Mar 31, 2025	ALLY INVEST ADVISORS INC.	0.24%	884.89K	84.39M	18.43K	+2.13%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.54%	1.98M	188.74M	115.52K	+6.20%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.53%	1.96M	186.63M	59.89K	+3.16%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.49%	1.81M	172.26M	547.5K	+43.50%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.47%	1.74M	165.39M	1.73M	+16,747.03%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	1.08M	103.15M	-16.21K	-1.48%
Mar 31, 2025	JPMORGAN CHASE & CO	7.66%	28.08M	2.68B	1.33M	+4.98%
Mar 31, 2025	FMR LLC	7.33%	26.86M	2.56B	-2.81M	-9.48%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.38%	12.4M	1.18B	180.17K	+1.47%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.06%	11.22M	1.07B	-405.69K	-3.49%
Mar 31, 2025	MORGAN STANLEY	3.03%	11.1M	1.06B	3.33M	+42.88%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.59%	9.5M	905.63M	1.13M	+13.52%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.26%	4.62M	440.36M	128.08K	+2.85%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.69%	2.53M	241.35M	103.04K	+4.24%
Mar 31, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.54%	1.99M	189.52M	49.65K	+2.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.5%	1.84M	175.65M	1.12M	+155.81%
Mar 31, 2025	MEMBERS TRUST CO	0.45%	1.65M	157.12M	-981.93K	-37.34%
Mar 31, 2025	HARVEST PORTFOLIOS GROUP INC.	0.39%	1.44M	137.63M	157.18K	+12.22%
Mar 31, 2025	ROYAL BANK OF CANADA	0.37%	1.35M	128.33M	328.59K	+32.31%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	896.03K	85.45M	197.01K	+28.18%
Mar 31, 2025	AVALON ADVISORY GROUP	0.22%	788.7K	75.22M	-7.34K	-0.92%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	15%	54.96M	5.24B	5.74M	+11.67%
Mar 31, 2025	MARINER, LLC	0.65%	2.37M	226.08M	502K	+26.87%
Mar 31, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.22%	798.55K	76.16M	45K	+5.97%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.8%	1.17M	110.58M	202.04K	+20.91%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	8.45%	12.33M	1.17B	248.03K	+2.05%
Mar 31, 2024	JPMORGAN CHASE & CO	10.26%	14.98M	1.42B	-5.07M	-25.27%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	13.38%	19.53M	1.85B	9.84M	+101.45%
Mar 31, 2024	FMR LLC	26.03%	38.01M	3.6B	215.04K	+0.57%
Mar 31, 2024	CITADEL ADVISORS LLC	1.44%	2.11M	199.64M	1.35M	+176.68%
Mar 31, 2024	TRUWEALTH ADVISORS, LLC	0.36%	530.75K	50.24M	30.53K	+6.10%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.37%	544.12K	51.51M	177.19K	+48.29%
Mar 31, 2024	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.43%	628.92K	59.53M	27.39K	+4.55%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.45%	661.68K	62.61M	104.07K	+18.66%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	665.64K	63.01M	665.64K	+100.00%
Mar 31, 2024	AVALON ADVISORY GROUP	0.49%	710.65K	67.27M	36.5K	+5.41%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.51%	740.09K	70.06M	-52.62K	-6.64%
Mar 31, 2024	3EDGE ASSET MANAGEMENT, LP	0.51%	751.02K	71.09M	-15.01K	-1.96%
Mar 31, 2024	ALLY INVEST ADVISORS INC.	0.53%	775.68K	73.43M	20.47K	+2.71%
Mar 31, 2024	CERITY PARTNERS LLC	0.53%	777.3K	73.46M	-6.81K	-0.87%
Mar 31, 2024	BOGART WEALTH, LLC	0.56%	820.43K	77.66M	99.93K	+13.87%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.61%	884.15K	83.69M	83.24K	+10.39%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.67%	981.52K	92.91M	32.07K	+3.38%
Mar 31, 2024	CITIGROUP INC	0.68%	1M	94.66M	1M	+100.00%
Mar 31, 2024	VERITION FUND MANAGEMENT LLC	0.68%	1M	94.66M	1M	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.69%	1.01M	95.19M	-1.82M	-64.39%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	0.72%	1.05M	99.39M	1M	+2,000.00%
Mar 31, 2024	JUNIPER HILL CAPITAL MANAGEMENT LP	0.76%	1.1M	104.48M	0	0
Mar 31, 2024	COLDSTREAM CAPITAL MANAGEMENT INC	0.82%	1.19M	112.75M	817.35K	+218.70%
Mar 31, 2024	WESTEND ADVISORS, LLC	0.83%	1.2M	114.01M	354.28K	+41.67%
Mar 31, 2024	ARMSTRONG ADVISORY GROUP, INC	0.86%	1.25M	120.77M	0	0
Mar 31, 2024	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.9%	1.31M	124.29M	-487K	-27.06%
Mar 31, 2024	UBS GROUP AG	0.96%	1.4M	132.52M	1.4M	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.99%	1.44M	136.31M	665K	+85.81%
Mar 31, 2024	LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	1.03%	1.5M	141.99M	1.42M	+1,775.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.13%	1.65M	156.16M	86.86K	+5.56%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.14%	1.67M	157.88M	20.76K	+1.26%
Mar 31, 2024	WEALTHCARE CAPITAL MANAGEMENT LLC	1.21%	1.77M	167.85M	-1.02M	-36.55%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.26%	1.83M	173.59M	459.55K	+33.44%
Mar 31, 2024	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	1.27%	1.86M	175.9M	-353.47K	-15.98%
Mar 31, 2024	MARINER, LLC	1.3%	1.89M	179.22M	135.95K	+7.74%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	1.33%	1.95M	184.12M	222.95K	+12.95%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.33%	1.95M	184.38M	43.95K	+2.31%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.35%	1.96M	186M	-110.13K	-5.31%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	1.71%	2.5M	236.84M	-37.61K	-1.48%
Mar 31, 2024	BLACKROCK INC.	1.73%	2.53M	239.03M	-1.47M	-36.72%
Mar 31, 2024	MEMBERS TRUST CO	1.91%	2.78M	263.49M	-521.86K	-15.79%
Mar 31, 2024	NATIONWIDE FUND ADVISORS	1.94%	2.83M	268.3M	212.23K	+8.09%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.94%	2.84M	268.82M	577.2K	+25.53%
Mar 31, 2024	LPL FINANCIAL LLC	2.01%	2.94M	277.85M	380.95K	+14.91%
Mar 31, 2024	SONA ASSET MANAGEMENT (US) LLC	2.09%	3.05M	288.71M	3.05M	+100.00%
Mar 31, 2024	RONALD BLUE TRUST, INC.	3.36%	4.9M	463.76M	433.84K	+9.72%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.53%	5.16M	488.43M	2.33M	+82.44%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.77%	5.5M	520.44M	19.37K	+0.35%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	4.15%	6.07M	574.14M	-309.6K	-4.86%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	4.31%	6.29M	595.66M	662.29K	+11.76%
Mar 31, 2024	MORGAN STANLEY	6.06%	8.85M	838.16M	-962.6K	-9.81%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	6.55%	9.56M	904.71M	-324.19K	-3.28%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	7.02%	10.25M	968.45M	3.17M	+44.76%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	4.37%	6.37M	614.48M	527.71K	+9.02%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	4.85%	7.08M	660.59M	229.48K	+3.35%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	6.64%	9.7M	934.7M	467.28K	+5.06%
Dec 31, 2023	MORGAN STANLEY	6.72%	9.82M	946.27M	-5.63M	-36.45%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	6.77%	9.88M	952.49M	-208.66K	-2.07%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.28%	12.08M	1.16B	-569.15K	-4.50%
Dec 31, 2023	JPMORGAN CHASE & CO	13.73%	20.05M	1.93B	-16.2M	-44.69%
Dec 31, 2023	FMR LLC	25.89%	37.79M	3.64B	1.13M	+3.07%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.53%	775K	74.7M	-375K	-32.61%
Dec 31, 2023	CERITY PARTNERS LLC	0.54%	784.12K	75.58M	-24.15K	-2.99%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.54%	792.71K	76.41M	-319.75K	-28.74%
Dec 31, 2023	CAPSTONE INVESTMENT ADVISORS, LLC	0.55%	800K	77.11M	800K	+100.00%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.55%	800.91K	77.2M	175.83K	+28.13%
Dec 31, 2023	WESTEND ADVISORS, LLC	0.58%	850.17K	81.95M	511.47K	+151.00%
Dec 31, 2023	UBS GROUP AG	3.36%	4.91M	472.84M	4.91M	+100.00%
Dec 31, 2023	ADVANCE CAPITAL MANAGEMENT, INC.	0.61%	885.73K	85.38M	866.33K	+4,464.21%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.65%	949.45K	91.52M	-177.54K	-15.75%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	966.18K	93.13M	32.94K	+3.53%
Dec 31, 2023	ROYAL BANK OF CANADA	0.69%	1.01M	97.66M	-428.32K	-29.71%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.72%	1.05M	100.87M	442K	+73.12%
Dec 31, 2023	JUNIPER HILL CAPITAL MANAGEMENT LP	0.76%	1.1M	106.39M	0	0
Dec 31, 2023	WALLEYE CAPITAL LLC	0.85%	1.25M	120.07M	1.25M	+100.00%
Dec 31, 2023	ARMSTRONG ADVISORY GROUP, INC	0.86%	1.25M	120.77M	-314.83K	-20.08%
Dec 31, 2023	HSBC HOLDINGS PLC	0.89%	1.3M	125.22M	-246.18K	-15.93%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.94%	1.37M	132.47M	723.83K	+111.29%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.07%	1.56M	150.64M	474.82K	+43.64%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.13%	1.65M	158.77M	65.67K	+4.15%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.18%	1.72M	166M	1.61M	+1,494.67%
Dec 31, 2023	MARINER, LLC	1.2%	1.76M	169.39M	1.74M	+8,532.46%
Dec 31, 2023		0.66%	960.52K	92.58M	960.52K	+100.00%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.3%	1.9M	183.51M	7.05K	+0.37%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.42%	2.08M	200.02M	-128.03K	-5.81%
Dec 31, 2023	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	1.51%	2.21M	213.19M	408.02K	+22.62%
Dec 31, 2023	BANK OF MONTREAL /CAN/	1.55%	2.26M	218.5M	1.7M	+299.64%
Dec 31, 2023	CITADEL ADVISORS LLC	0.94%	1.38M	132.62M	565.5K	+69.78%
Dec 31, 2023	BANK JULIUS BAER & CO. LTD, ZURICH	1.74%	2.54M	244.8M	-105.12K	-3.97%
Dec 31, 2023	LPL FINANCIAL LLC	1.75%	2.55M	246.21M	639.07K	+33.37%
Dec 31, 2023	NATIONWIDE FUND ADVISORS	1.8%	2.62M	252.74M	-46.95K	-1.76%
Dec 31, 2023	WEALTHCARE CAPITAL MANAGEMENT LLC	1.91%	2.79M	269.35M	-342.38K	-10.92%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.94%	2.83M	272.62M	-1.26M	-30.79%
Dec 31, 2023	MEMBERS TRUST CO	2.26%	3.31M	319.4M	-155.47K	-4.49%
Dec 31, 2023	BLACKROCK INC.	2.73%	3.99M	384.61M	-535.03K	-11.82%
Dec 31, 2023	RONALD BLUE TRUST, INC.	3.06%	4.47M	408.98M	259.8K	+6.18%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.75%	5.48M	528.08M	-3.62M	-39.76%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	3.86%	5.63M	542.7M	3.42M	+154.61%

Frequently Asked Questions