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

Who are the major shareholders selling iShares 3-7 Year Treasury Bond ETF stock?

TD PRIVATE CLIENT WEALTH LLC, in the last quarter, reduced its stake in IEI by -0.73% restricting it's holding to 410.84 thousand shares of worth nearly $48.73M. BLACKROCK, INC. also lessened -16.88% of the IEI shares from its portfolio, reducing its holding to 1.34 million shares of worth $159.51M. EVERGREEN CAPITAL MANAGEMENT LLC also shunned IEI shares holding by -0.21% last quarter which brought its holding to 747.31 thousand shares worth $88.63M.

Investors who are buying IEI stock?

As per its latest 13F filing, TANGLEWOOD WEALTH MANAGEMENT, INC. increased its stake in IEI by 7.87% in the last quarter. The institutional holder raised its holding to 1.6 million shares having worth more than $189.38M. RAYMOND JAMES FINANCIAL INC also added 4.66% more shares of IEI to its portfolio, raising its holding to 1.59 million shares of worth $189.16M. HUNTINGTON NATIONAL BANK also increased its IEI shares holding by 17.91% which brought its holding to 1.27 million shares worth $151.06M.

IEI's major insiders: who are they?

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

Did an insider recently sell IEI stock?

Company executives, directors, and other insiders own N/A percent of iShares 3-7 Year Treasury Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which IEI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IEI stock?

There have been 0 transaction(s) during the past 6-months in which iShares 3-7 Year Treasury Bond ETF insiders have bought stock, totalling 0 shares

How much of IEI does insiders own?

Around 0 iShares 3-7 Year Treasury Bond ETF shares are held by insiders, which represents about N/A of IEI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IEI?

TD PRIVATE CLIENT WEALTH LLC is the largest institutional owner in IEI which holds 410.84 thousand shares worth $48.73M or 0.26% of the total IEI shares outstanding followed by TANGLEWOOD WEALTH MANAGEMENT, INC. with ownership of 1.6 million shares representing 1.01% of the IEI ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 1.59 million shares or 1.01% of the ownership worth more than $189.16M.

Is iShares 3-7 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 IEI is concerned, it is a stock which is optionable.

Is there a short position on IEI's shares?

Number of IEI 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 IEI shares are there?

As of today, null shares of IEI are outstanding.

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

IEI 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 IEI is null.

iShares 3-7 Year Treasury Bond ETF (IEI) 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. TD PRIVATE CLIENT WEALTH LLC is the top corporate investor, holding 410.84K shares valued at $48.73M. A 0.26% stake in iShares 3-7 Year Treasury Bond ETF is owned by the company. TANGLEWOOD WEALTH MANAGEMENT, INC. owns 1.6M shares valued at $189.38M, which translates its holding of 1.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	TD PRIVATE CLIENT WEALTH LLC	0.26%	410.84K	48.73M	-3.01K	-0.73%
Mar 31, 2026	TANGLEWOOD WEALTH MANAGEMENT, INC.	1.01%	1.6M	189.38M	116.46K	+7.87%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.01%	1.59M	189.16M	71.06K	+4.66%
Mar 31, 2026	BLACKROCK, INC.	0.85%	1.34M	159.51M	-273.07K	-16.88%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.81%	1.27M	151.06M	193.45K	+17.91%
Mar 31, 2026	WESTEND ADVISORS, LLC	0.77%	1.21M	143.02M	32.82K	+2.80%
Mar 31, 2026	DDFG, INC	0.24%	371.06K	44.01M	13.81K	+3.86%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.25%	390.41K	46.3M	137.25K	+54.22%
Mar 31, 2026	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.46%	719.83K	85.37M	272.68K	+60.98%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.26%	404.44K	47.97M	44.64K	+12.41%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.47%	747.31K	88.63M	-1.59K	-0.21%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.29%	451.72K	53.57M	241.26K	+114.63%
Mar 31, 2026	MARINER, LLC	1.29%	2.04M	241.6M	1.54M	+311.61%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.37%	2.15M	255.26M	56.8K	+2.71%
Mar 31, 2026	WIT, LLC	1.44%	2.26M	268.5M	174.85K	+8.37%
Mar 31, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	1.47%	2.32M	275.03M	-360.75K	-13.46%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	675.35K	80.1M	-32.88K	-4.64%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.41%	643.4K	76.31M	-786	-0.12%
Mar 31, 2026	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.41%	639.39K	75.83M	24.55K	+3.99%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.53%	2.4M	285.09M	227.77K	+10.47%
Mar 31, 2026	LPL FINANCIAL LLC	1.74%	2.74M	324.48M	281.61K	+11.47%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.81%	2.85M	337.22M	119.6K	+4.39%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.87%	9.24M	1.1B	2.63M	+39.73%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.57%	897.31K	106.42M	96.52K	+12.05%
Mar 31, 2026	CLARITY FINANCIAL LLC	0.58%	920.52K	109.17M	-437.74K	-32.23%
Mar 31, 2026	COLONY GROUP, LLC	0.61%	963.83K	114.31M	24.44K	+2.60%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	258.2K	30.62M	45.12K	+21.18%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	261.18K	30.98M	-16.63K	-5.98%
Mar 31, 2026	NEW HARBOR FINANCIAL GROUP, LLC	0.17%	272.3K	32.29M	19.66K	+7.78%
Mar 31, 2026	BANCO SANTANDER, S.A.	0.17%	272.57K	32.33M	576	+0.21%
Mar 31, 2026	CABOT WEALTH MANAGEMENT INC	0.18%	279.16K	33.11M	8K	+2.95%
Mar 31, 2026	SNS FINANCIAL GROUP, LLC	0.39%	615.72K	73.02M	17.99K	+3.01%
Mar 31, 2026	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.34%	529.87K	62.51M	49.29K	+10.26%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.31%	489.39K	58.06M	193.1K	+65.17%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.31%	487.32K	57.8M	18.69K	+3.99%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.18%	288.9K	34.26M	44.1K	+18.01%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.2%	319.44K	37.89M	34.56K	+12.13%
Mar 31, 2026	FACET WEALTH, INC.	0.67%	1.05M	124.53M	83.36K	+8.62%
Mar 31, 2026	ARMSTRONG ADVISORY GROUP, INC	0.69%	1.08M	128.62M	96.09K	+9.72%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.69%	1.09M	128.69M	-85.46K	-7.30%
Mar 31, 2026	ROYAL BANK OF CANADA	0.71%	1.11M	132M	5.12K	+0.46%
Mar 31, 2026	CREATIVE PLANNING	0.75%	1.18M	139.57M	-69.73K	-5.59%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.21%	337.5K	40.03M	33.07K	+10.86%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.22%	341.42K	40.49M	12.95K	+3.94%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.23%	357.21K	42.37M	70.59K	+24.63%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.23%	370K	43.88M	0	0
Mar 31, 2026	UNIVERSITY OF ILLINOIS FOUNDATION	0.26%	410.5K	48.69M	410.5K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	11.95%	18.82M	2.23B	1.12M	+6.35%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	3.97%	6.26M	742.22M	333.63K	+5.63%
Mar 31, 2026	INVESCO LTD.	2.72%	4.29M	509.04M	0	0
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	2.69%	4.23M	501.86M	-56.38K	-1.31%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.43%	3.84M	454.92M	-38.47K	-0.99%
Mar 31, 2026	ASSETMARK, INC	2.13%	3.35M	397.6M	300.4K	+9.84%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.26%	407.19K	48.29M	10.55K	+2.66%
Mar 31, 2026	FMR LLC	2%	3.15M	373.23M	2.27M	+259.58%
Mar 31, 2026	UBS GROUP AG	1.89%	2.99M	354.04M	713.36K	+31.40%
Mar 31, 2026	MORGAN STANLEY	1.81%	2.86M	338.61M	70.81K	+2.54%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.27%	2M	236.69M	27.11K	+1.38%
Mar 31, 2026	CERITY PARTNERS LLC	1.25%	1.97M	233.52M	14.3K	+0.73%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.17%	1.84M	218.79M	-41.13K	-2.18%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	0.3%	478.42K	56.74M	14.41K	+3.10%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.29%	455.05K	53.97M	-11.11K	-2.38%
Mar 31, 2026		0.3%	475.87K	56.44M	-86.67K	-15.41%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.28%	447.98K	53.13M	34.95K	+8.46%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	0.26%	412.54K	48.93M	12.84K	+3.21%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.32%	466.16K	55.64M	6.75K	+1.47%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.32%	468.63K	55.93M	-41.81K	-8.19%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.54%	800.8K	95.58M	38.47K	+5.05%
Dec 31, 2025	FMR LLC	0.59%	875.18K	104.45M	-73.29K	-7.73%
Dec 31, 2025	COLONY GROUP, LLC	0.63%	939.39K	112.12M	144.18K	+18.13%
Dec 31, 2025	ROYAL BANK OF CANADA	0.75%	1.11M	132.23M	69.48K	+6.69%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	4.01%	5.92M	707.1M	281.28K	+4.98%
Dec 31, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.33%	480.59K	57.49M	175.39K	+57.47%
Dec 31, 2025	MARINER, LLC	0.33%	494.91K	59.07M	11.93K	+2.47%
Dec 31, 2025		0.38%	562.54K	67.14M	562.54K	+100.00%
Dec 31, 2025	JOHNSON FINANCIAL GROUP, INC.	0.4%	594.34K	70.93M	955	+0.16%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.28%	413.03K	49.29M	46.16K	+12.58%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.28%	413.85K	49.39M	3.9K	+0.95%
Dec 31, 2025	BLUEPRINT INVESTMENT PARTNERS LLC	0.29%	430.84K	51.42M	256.19K	+146.68%
Dec 31, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.3%	447.16K	53.37M	14.41K	+3.33%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	464.02K	55.38M	188	+0.04%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.41%	597.72K	71.34M	-4.83K	-0.80%
Dec 31, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.42%	614.84K	73.38M	20K	+3.36%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.44%	644.19K	76.88M	75.54K	+13.28%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	708.23K	84.53M	-30.78K	-4.17%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.51%	748.9K	89.38M	-21.68K	-2.81%
Dec 31, 2025	FACET WEALTH, INC.	0.66%	966.63K	115.16M	134.38K	+16.15%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.79%	1.17M	139.7M	577.37K	+97.34%
Dec 31, 2025	WESTEND ADVISORS, LLC	0.8%	1.17M	140M	17.58K	+1.52%
Dec 31, 2025	CREATIVE PLANNING	0.84%	1.25M	148.78M	-131.87K	-9.57%
Dec 31, 2025	CLARITY FINANCIAL LLC	0.92%	1.36M	162.11M	41.88K	+3.18%
Dec 31, 2025	WIT, LLC	1.41%	2.09M	249.33M	59.37K	+2.93%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.85%	2.73M	325.23M	6.34K	+0.23%
Dec 31, 2025	INVESCO LTD.	2.91%	4.29M	512.26M	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	1.46%	2.18M	259.71M	139.25K	+6.84%
Dec 31, 2025	UBS GROUP AG	1.54%	2.27M	271.14M	171.51K	+8.17%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.33%	1.97M	234.96M	32.32K	+1.67%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.42%	2.1M	250.1M	55.92K	+2.74%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.22%	328.47K	39.2M	48.96K	+17.51%
Dec 31, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	1%	1.48M	176.68M	434.42K	+41.53%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	1.52M	181.87M	67.82K	+4.66%
Dec 31, 2025	BLACKROCK, INC.	1.1%	1.62M	193.11M	-1.81M	-52.75%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.27%	1.89M	225.08M	99.19K	+5.55%
Dec 31, 2025	CERITY PARTNERS LLC	1.32%	1.95M	233.29M	108.21K	+5.86%
Dec 31, 2025	LPL FINANCIAL LLC	1.65%	2.45M	292.92M	250.35K	+11.36%
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.82%	2.68M	319.83M	162.9K	+6.47%
Dec 31, 2025	MORGAN STANLEY	1.88%	2.78M	332.3M	-209.63K	-7.00%
Dec 31, 2025	ASSETMARK, INC	2.07%	3.05M	364.26M	190.02K	+6.64%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.62%	3.87M	462.39M	197.66K	+5.38%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	2.89%	4.29M	511.76M	33.95K	+0.80%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.48%	6.61M	789.47M	-423.08K	-6.01%
Dec 31, 2025	CABOT WEALTH MANAGEMENT INC	0.18%	271.16K	32.36M	28.32K	+11.66%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	277.8K	33.16M	-20.18K	-6.77%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	284.01K	33.9M	-759.92K	-72.79%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.19%	284.87K	34M	28.8K	+11.25%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.19%	286.62K	34.21M	-5.91K	-2.02%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.19%	286.81K	34.23M	206.61K	+257.62%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.21%	304.43K	36.33M	45.23K	+17.45%
Dec 31, 2025	SILICON VALLEY CAPITAL PARTNERS	0.22%	327.65K	39.11M	14.65K	+4.68%
Dec 31, 2025	QUEST PARTNERS LLC	0.27%	403.9K	48.21M	349.64K	+644.31%
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.67%	988.4K	117.97M	30.84K	+3.22%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.73%	1.08M	128.92M	75.99K	+7.57%
Dec 31, 2025	JPMORGAN CHASE & CO	11.9%	17.69M	2.11B	1.18M	+7.15%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.27%	399.7K	47.7M	-10.28K	-2.51%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.27%	396.64K	47.34M	3.91K	+0.99%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.25%	370K	44.16M	156.94K	+73.66%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.24%	360.98K	43.08M	242.3K	+204.16%
Dec 31, 2025	DDFG, INC	0.24%	357.25K	42.64M	9.3K	+2.67%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.24%	359.79K	42.94M	17.02K	+4.97%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.33%	487.36K	6.74M	444.02K	+1,024.33%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.4%	568.65K	67.96M	12.1K	+2.17%
Sep 30, 2025	CLARITY FINANCIAL LLC	0.93%	1.32M	157.32M	735.93K	+126.79%
Sep 30, 2025	CREATIVE PLANNING	0.97%	1.38M	164.74M	-59.83K	-4.16%
Sep 30, 2025	WIT, LLC	1.43%	2.03M	242.57M	-442.16K	-17.89%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.15%	213.06K	25.46M	121.89K	+133.69%
Sep 30, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.42%	594.84K	71.09M	10.21K	+1.75%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	1.46M	174.01M	160.37K	+12.38%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.44%	2.04M	243.41M	-133.32K	-6.14%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.44%	2.04M	243.75M	-65.08K	-3.09%
Sep 30, 2025	MORGAN STANLEY	2.11%	2.99M	357.8M	-40.8K	-1.34%
Sep 30, 2025	BLACKROCK, INC.	2.42%	3.42M	409.22M	2.59M	+310.94%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.59%	3.68M	439.39M	311.61K	+9.26%
Sep 30, 2025	INVESCO LTD.	3.03%	4.29M	512.95M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	217.61K	26.01M	2.97K	+1.38%
Sep 30, 2025	BANCO SANTANDER, S.A.	0.16%	225.49K	26.95M	10.54K	+4.90%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	3.98%	5.64M	674.43M	1.99M	+54.58%
Sep 30, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.22%	305.2K	36.44M	47.68K	+18.52%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.24%	342.77K	40.96M	24K	+7.53%
Sep 30, 2025	DDFG, INC	0.25%	347.96K	41.58M	11.07K	+3.29%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.26%	366.87K	43.84M	58.39K	+18.93%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.28%	392.74K	46.94M	9.96K	+2.60%
Sep 30, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.31%	432.75K	51.72M	12.85K	+3.06%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.32%	459.42K	54.91M	-2.35K	-0.51%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.33%	463.83K	55.43M	54.07K	+13.20%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.33%	465.69K	55.65M	-116.95K	-20.07%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.42%	593.13K	70.88M	324.5K	+120.80%
Sep 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0.42%	593.39K	70.92M	41.78K	+7.57%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.43%	602.55K	72.01M	27.81K	+4.84%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	677.99K	81.07M	178.12K	+35.63%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	3%	4.25M	508.39M	236.65K	+5.89%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.29%	409.98K	49M	-50.47K	-10.96%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.54%	762.33K	91.11M	116.55K	+18.05%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.54%	770.59K	92.09M	132.19K	+20.71%
Sep 30, 2025	COLONY GROUP, LLC	0.56%	795.21K	95.04M	45.23K	+6.03%
Sep 30, 2025	FACET WEALTH, INC.	0.59%	832.25K	99.46M	47.13K	+6.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.71%	1M	120.01M	51.68K	+5.43%
Sep 30, 2025	ROYAL BANK OF CANADA	0.73%	1.04M	124.1M	68.93K	+7.11%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.74%	1.04M	124.76M	-1.08K	-0.10%
Sep 30, 2025	FMR LLC	0.67%	948.47K	113.35M	-70.8K	-6.95%
Sep 30, 2025	LPL FINANCIAL LLC	1.55%	2.2M	263.39M	329.58K	+17.58%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.68%	957.56K	114.44M	15.33K	+1.63%
Sep 30, 2025	ASSETMARK, INC	2.02%	2.86M	342.04M	315.65K	+12.40%
Sep 30, 2025	JPMORGAN CHASE & CO	11.65%	16.51M	1.97B	4.52M	+37.73%
Sep 30, 2025	UBS GROUP AG	1.48%	2.1M	251M	-91.24K	-4.16%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.26%	1.79M	213.53M	216.69K	+13.80%
Sep 30, 2025	CERITY PARTNERS LLC	1.3%	1.85M	220.67M	46.93K	+2.61%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.78%	2.52M	300.79M	66.7K	+2.72%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.92%	2.72M	324.6M	-21.89K	-0.80%
Sep 30, 2025	MARINER, LLC	0.34%	482.98K	57.72M	2.83K	+0.59%
Sep 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.74%	1.05M	125M	-9.57K	-0.91%
Sep 30, 2025	WESTEND ADVISORS, LLC	0.82%	1.16M	138.09M	139.82K	+13.77%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.37%	1.94M	231.41M	62.16K	+3.32%
Sep 30, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.16%	228.29K	27.28M	16.32K	+7.70%
Sep 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.16%	230.76K	27.58M	104.62K	+82.95%
Sep 30, 2025	CABOT WEALTH MANAGEMENT INC	0.17%	242.85K	29.02M	17.43K	+7.73%
Sep 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.17%	245.59K	29.35M	5.17K	+2.15%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.17%	246.84K	29.5M	33.07K	+15.47%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	249.25K	29.76M	8.31K	+3.45%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.18%	256.07K	30.6M	50.09K	+24.32%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.18%	259.21K	30.98M	21K	+8.82%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.2%	279.51K	33.4M	-315.32K	-53.01%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	292.53K	34.96M	812	+0.28%
Sep 30, 2025	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	0.3%	421.43K	50.37M	960	+0.23%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	297.98K	35.61M	-15	-0.01%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.33%	465K	55.57M	215K	+86.00%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.36%	510.44K	61M	27.58K	+5.71%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.52%	739.01K	88.32M	505.36K	+216.29%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.29%	409.94K	48.99M	54.96K	+15.48%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.96%	7.04M	841.09M	244.77K	+3.60%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.49%	645.78K	76.91M	100.55K	+18.44%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.13%	6.79M	808.98M	-936.3K	-12.11%
Jun 30, 2025	INVESCO LTD.	3.24%	4.29M	511.15M	-2.11M	-32.91%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.54%	3.36M	400.69M	-382.77K	-10.21%
Jun 30, 2025	UBS GROUP AG	1.65%	2.19M	260.99M	485.96K	+28.49%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.41%	1.87M	223.19M	-345.58K	-15.57%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.44%	582.63K	69.39M	108.8K	+22.96%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	3.03%	4.02M	478.42M	-84.21K	-2.05%
Jun 30, 2025	MORGAN STANLEY	2.29%	3.03M	361.4M	-130.44K	-4.12%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.85%	2.45M	291.79M	28.97K	+1.20%
Jun 30, 2025	CREATIVE PLANNING	1.09%	1.44M	171.28M	-105.39K	-6.83%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.32%	421.1K	50.15M	365.48K	+657.07%
Jun 30, 2025	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	0.32%	420.47K	50.07M	420.47K	+100.00%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	409.76K	48.8M	-27.99K	-6.39%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.29%	382.77K	45.58M	1.04K	+0.27%
Jun 30, 2025	CERITY PARTNERS LLC	1.36%	1.8M	214.3M	-530.34K	-22.76%
Jun 30, 2025	BLACKROCK, INC.	0.63%	833.25K	99.23M	277.27K	+49.87%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.27%	354.98K	42.28M	-9.61K	-2.64%
Jun 30, 2025	DDFG, INC	0.25%	336.88K	40.12M	4.35K	+1.31%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	298K	35.49M	-93	-0.03%
Jun 30, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.22%	295.87K	35.17M	-857	-0.29%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	291.72K	34.74M	4.79K	+1.67%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.2%	268.62K	31.99M	-4.34K	-1.59%
Jun 30, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.19%	257.52K	30.6M	24.64K	+10.58%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.19%	249.39K	29.7M	202.18K	+428.22%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	240.94K	28.45M	-21K	-8.02%
Jun 30, 2025	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.18%	240.42K	28.63M	3.59K	+1.52%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.18%	238.21K	28.37M	10.96K	+4.82%
Jun 30, 2025	CSM ADVISORS, LLC	0.17%	229.6K	27.34M	-223.8K	-49.36%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	227.35K	27.08M	172.2K	+312.20%
Jun 30, 2025	CABOT WEALTH MANAGEMENT INC	0.17%	225.42K	26.85M	-25.86K	-10.29%
Jun 30, 2025	BANCO SANTANDER, S.A.	0.16%	214.95K	25.6M	-8.98K	-4.01%
Jun 30, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.16%	211.97K	25.24M	1.31K	+0.62%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.16%	205.98K	24.53M	67.41K	+48.65%
Jun 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.15%	200.72K	23.9M	-6.13K	-2.96%
Jun 30, 2025	MBL WEALTH, LLC	0.15%	200.2K	23.84M	-8.19K	-3.93%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.15%	196.2K	23.37M	196.2K	+100.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.75%	3.65M	434.76M	142.1K	+4.05%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.07%	2.74M	327.06M	290.11K	+11.83%
Jun 30, 2025	ASSETMARK, INC	1.92%	2.55M	303.25M	250.18K	+10.90%
Jun 30, 2025	WIT, LLC	1.87%	2.47M	294.37M	-2.33M	-48.53%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.64%	2.17M	258.43M	635.6K	+41.42%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.98%	1.3M	154.3M	-87.54K	-6.33%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	969.49K	115.46M	-65.17K	-6.30%
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.71%	942.23K	112.21M	551.95K	+141.42%
Jun 30, 2025	FACET WEALTH, INC.	0.59%	785.13K	92.89M	78.18K	+11.06%
Jun 30, 2025	COLONY GROUP, LLC	0.57%	749.98K	89.32M	10.78K	+1.46%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.46%	610K	72.64M	360K	+144.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.45%	594.83K	70.84M	475.72K	+399.38%
Jun 30, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.44%	584.63K	69.62M	3.66K	+0.63%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.42%	556.56K	66.28M	-6.74K	-1.20%
Jun 30, 2025		0.36%	482.86K	57.5M	240.8K	+99.48%
Jun 30, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.32%	419.9K	50.01M	-22.22K	-5.03%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.59%	2.1M	250.64M	27.99K	+1.35%
Jun 30, 2025	LPL FINANCIAL LLC	1.41%	1.87M	223.22M	-19.17K	-1.01%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.18%	1.57M	186.98M	-241.63K	-13.34%
Jun 30, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.8%	1.06M	125.7M	-5.18K	-0.49%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.79%	1.05M	124.45M	-16.97K	-1.60%
Jun 30, 2025	FMR LLC	0.77%	1.02M	121.38M	-92.26K	-8.30%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.48%	638.39K	76.03M	103.23K	+19.29%
Jun 30, 2025	CLARITY FINANCIAL LLC	0.44%	580.45K	69.13M	5.76K	+1.00%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.43%	574.74K	68.45M	14.83K	+2.65%
Jun 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0.42%	551.61K	65.69M	-7.65K	-1.37%
Jun 30, 2025	MARINER, LLC	0.36%	480.15K	57.18M	7.59K	+1.61%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.35%	461.77K	54.99M	-8K	-1.70%
Jun 30, 2025	WESTEND ADVISORS, LLC	0.77%	1.02M	120.95M	-122.78K	-10.79%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.72%	952.53K	113.44M	32.43K	+3.53%
Jun 30, 2025	JPMORGAN CHASE & CO	9.05%	11.99M	1.43B	-128.69K	-1.06%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	499.87K	59.42M	243.93K	+95.31%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.36%	482.86K	57.5M	240.8K	+99.48%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.35%	460.45K	54.83M	7.61K	+1.68%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.39%	545.23K	64.41M	167.32K	+44.27%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.75%	2.45M	289.61M	262.02K	+11.97%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.5%	3.51M	414.49M	275.89K	+8.53%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.68%	3.75M	442.74M	62.5K	+1.70%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	2.93%	4.1M	484.53M	-65.63K	-1.58%
Mar 31, 2025	MORGAN STANLEY	2.26%	3.17M	373.91M	417.24K	+15.18%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.26%	364.6K	43.07M	-8.8K	-2.36%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.27%	381.73K	45.1M	-17.35K	-4.35%
Mar 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.28%	390.28K	45.1M	0	0
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	437.74K	51.71M	-526	-0.12%
Mar 31, 2025	UBS GROUP AG	1.22%	1.71M	201.48M	-31.89K	-1.84%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.29%	1.81M	214.02M	-34.89K	-1.89%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.34%	473.84K	55.98M	110.38K	+30.37%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.4%	563.3K	66.54M	22.84K	+4.23%
Mar 31, 2025	CLARITY FINANCIAL LLC	0.41%	574.69K	67.89M	19.43K	+3.50%
Mar 31, 2025	WIT, LLC	3.43%	4.8M	167.85M	3.05M	+173.33%
Mar 31, 2025	INVESCO LTD.	4.57%	6.4M	755.82M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.52%	7.73M	913.1M	928.47K	+13.65%
Mar 31, 2025	JPMORGAN CHASE & CO	8.65%	12.12M	1.43B	1.65M	+15.80%
Mar 31, 2025	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.32%	442.12K	52.23M	18.97K	+4.48%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.32%	452.84K	53.5M	144.31K	+46.77%
Mar 31, 2025	CSM ADVISORS, LLC	0.32%	453.4K	53.56M	0	0
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.34%	469.77K	55.5M	303.49K	+182.52%
Mar 31, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.41%	580.98K	68.63M	-3.47K	-0.59%
Mar 31, 2025	MARINER, LLC	0.34%	472.56K	55.83M	-110.47K	-18.95%
Mar 31, 2025	BLACKROCK, INC.	0.4%	555.98K	65.68M	-167.67K	-23.17%
Mar 31, 2025	JOHNSON FINANCIAL GROUP, INC.	0.4%	559.26K	66.07M	-46.63K	-7.70%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.4%	559.91K	66.15M	19.83K	+3.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.74%	1.03M	122.23M	51.45K	+5.23%
Mar 31, 2025	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.76%	1.06M	125.31M	-393.68K	-27.07%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.76%	1.06M	125.46M	-13.26K	-1.23%
Mar 31, 2025	FMR LLC	0.79%	1.11M	131.31M	-1.89M	-63.00%
Mar 31, 2025	WESTEND ADVISORS, LLC	0.81%	1.14M	134.49M	-15.05K	-1.30%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	1.38M	163.4M	-48.36K	-3.38%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.1%	1.53M	181.27M	38.47K	+2.57%
Mar 31, 2025	CREATIVE PLANNING	1.1%	1.54M	182.36M	-102.85K	-6.25%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	1.35%	1.89M	223.59M	681.36K	+56.24%
Mar 31, 2025	LPL FINANCIAL LLC	1.35%	1.89M	223.69M	144.25K	+8.25%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.48%	2.08M	245.33M	230.34K	+12.48%
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.53%	2.14M	286.02M	220.9K	+11.50%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.43%	600K	70.88M	252K	+72.41%
Mar 31, 2025	FACET WEALTH, INC.	0.5%	706.95K	83.41M	40.12K	+6.02%
Mar 31, 2025	COLONY GROUP, LLC	0.53%	739.21K	87.33M	67.51K	+10.05%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	897.8K	106.07M	597.3K	+198.77%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.66%	920.1K	108.7M	78.84K	+9.37%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.38%	535.16K	63.22M	43.62K	+8.87%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.58%	2.22M	262.23M	-33.17K	-1.47%
Mar 31, 2025	ASSETMARK, INC	1.64%	2.3M	271.26M	148.8K	+6.93%
Mar 31, 2025	CERITY PARTNERS LLC	1.66%	2.33M	275.24M	120.86K	+5.47%
Mar 31, 2025	CAPULA MANAGEMENT LTD	0.24%	340.51K	40.23M	340.51K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.37%	5.16M	598.01M	169.01K	+3.38%
Mar 31, 2024	UBS GROUP AG	1.6%	1.88M	218.17M	60.22K	+3.30%
Mar 31, 2024	ASSETMARK, INC	1.66%	1.89M	218.85M	-204.65K	-9.77%
Mar 31, 2024	FMR LLC	2.67%	3.15M	364.6M	144.63K	+4.82%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	3.11%	3.67M	425.08M	-218.15K	-5.61%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	3.7%	4.21M	487.16M	52.45K	+1.26%
Mar 31, 2024	CLARITY FINANCIAL LLC	0.23%	260.64K	30.18M	10.89K	+4.36%
Mar 31, 2024	TEILINGER CAPITAL LTD.	0.24%	269K	31.15M	269K	+100.00%
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.25%	283.11K	32.79M	-84.93K	-23.08%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.41%	482.75K	55.91M	-11.96K	-2.42%
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	0.41%	466.1K	53.98M	-6.38K	-1.35%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.04%	1.23M	142.89M	-21.88K	-1.74%
Mar 31, 2024	TANGLEWOOD WEALTH MANAGEMENT, INC.	1.07%	1.22M	141.04M	14.6K	+1.21%
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	1.1%	1.25M	144.74M	70.07K	+5.94%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.71%	2.02M	233.62M	147.59K	+7.87%
Mar 31, 2024	MORGAN STANLEY	2.57%	3.04M	351.94M	537.78K	+21.50%
Mar 31, 2024	JPMORGAN CHASE & CO	8.11%	9.58M	1.11B	175.92K	+1.87%
Mar 31, 2024	HILTON CAPITAL MANAGEMENT, LLC	0.18%	216.41K	25.06M	-163.45K	-43.03%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.19%	226.83K	26.27M	40.1K	+21.48%
Mar 31, 2024	PARKSIDE ADVISORS LLC	0.2%	236.49K	27.39M	3.34K	+1.43%
Mar 31, 2024	DDFG, INC	0.21%	248.55K	28.78M	41.23K	+19.89%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.21%	251.09K	28.72M	-114.12K	-31.25%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	251.09K	29.08M	182.97K	+268.60%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.22%	254.29K	29.45M	752	+0.30%
Mar 31, 2024	ARMSTRONG ADVISORY GROUP, INC	0.25%	283.12K	33.16M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	286.57K	33.19M	286.57K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.26%	296.14K	34.3M	54.6K	+22.60%
Mar 31, 2024	BUCKINGHAM CAPITAL MANAGEMENT, INC.	0.27%	305.59K	35.39M	5.13K	+1.71%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.28%	323.34K	37.45M	323.34K	+100.00%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.32%	359.6K	41.65M	309.59K	+619.06%
Mar 31, 2024	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.34%	384.62K	44.54M	9.04K	+2.41%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.35%	399.45K	46.26M	-6.47K	-1.59%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.36%	420.93K	48.75M	-121.48K	-22.40%
Mar 31, 2024	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.36%	405.99K	46.73M	156.56K	+62.77%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.36%	407.4K	47.18M	4.4K	+1.09%
Mar 31, 2024	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.36%	407.78K	47.22M	-2.97K	-0.72%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.39%	463.31K	53.66M	3.37K	+0.73%
Mar 31, 2024	JANE STREET GROUP, LLC	0.4%	466.89K	54.07M	466.89K	+100.00%
Mar 31, 2024	BANCO SANTANDER, S.A.	0.4%	459.78K	53.25M	93.15K	+25.41%
Mar 31, 2024	SNS FINANCIAL GROUP, LLC	0.43%	486.88K	56.39M	15.77K	+3.35%
Mar 31, 2024	CENTIVA CAPITAL, LP	0.44%	500K	57.91M	450K	+900.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.39%	1.64M	189.91M	331.63K	+25.35%
Mar 31, 2024	CREATIVE PLANNING	1.57%	1.86M	215.33M	-101.01K	-5.15%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	1.82%	2.06M	238.85M	-16.41K	-0.79%
Mar 31, 2024	CERITY PARTNERS LLC	2.18%	2.47M	286.26M	242.34K	+10.87%
Mar 31, 2024	TRUIST FINANCIAL CORP	2.21%	2.51M	290.79M	-89.83K	-3.45%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	2.39%	2.71M	314.26M	-71.42K	-2.56%
Mar 31, 2024	FACET WEALTH, INC.	0.47%	529.99K	60.63M	59.5K	+12.65%
Mar 31, 2024	ROYAL BANK OF CANADA	0.55%	653.09K	75.63M	3.14K	+0.48%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.62%	727.68K	84.27M	98.9K	+15.73%
Mar 31, 2024	BLACKROCK INC.	0.89%	1.06M	122.21M	43.34K	+4.28%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.04%	1.23M	142.49M	-462.45K	-27.32%
Mar 31, 2024	LPL FINANCIAL LLC	1.11%	1.31M	151.72M	173.71K	+15.29%
Mar 31, 2024	WESTEND ADVISORS, LLC	1.12%	1.27M	147.46M	-19.16K	-1.48%
Mar 31, 2024	MATSON MONEY. INC.	1.28%	1.45M	168.27M	18.03K	+1.26%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.29%	1.52M	176.3M	-254.44K	-14.32%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.75%	2.07M	239.87M	-64.93K	-3.04%
Dec 31, 2023	JOHNSON FINANCIAL GROUP, INC.	1.02%	1.18M	138.19M	-46.78K	-3.81%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.09%	1.26M	147.09M	-27.84K	-2.17%
Dec 31, 2023	WESTEND ADVISORS, LLC	1.12%	1.29M	151.38M	-27.15K	-2.06%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.13%	1.31M	153.23M	-23.31K	-1.75%
Dec 31, 2023	MATSON MONEY. INC.	1.24%	1.43M	168.08M	-30.34K	-2.07%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.46%	1.69M	198.28M	-65.36K	-3.72%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.54%	1.78M	208.11M	-96K	-5.13%
Dec 31, 2023	UBS GROUP AG	1.58%	1.82M	213.6M	-779.39K	-29.94%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.62%	1.87M	219.19M	-294.5K	-13.58%
Dec 31, 2023	CREATIVE PLANNING	1.69%	1.96M	229.62M	-64.03K	-3.16%
Dec 31, 2023	BANK JULIUS BAER & CO. LTD, ZURICH	1.8%	2.08M	243.49M	-24.26K	-1.15%
Dec 31, 2023	ASSETMARK, INC	1.81%	2.09M	245.32M	128.42K	+6.53%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.85%	2.14M	250.21M	-65.82K	-2.99%
Dec 31, 2023	CERITY PARTNERS LLC	1.93%	2.23M	261.13M	960.14K	+75.64%
Dec 31, 2023	MORGAN STANLEY	2.16%	2.5M	292.96M	-1.13M	-31.15%
Dec 31, 2023	TRUIST FINANCIAL CORP	2.25%	2.6M	304.62M	-26.04K	-0.99%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	2.41%	2.78M	326.21M	-434.38K	-13.49%
Dec 31, 2023	FMR LLC	2.6%	3M	351.82M	267.1K	+9.76%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.36%	3.89M	455.48M	-150.96K	-3.74%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	3.59%	4.15M	486.57M	-80.94K	-1.91%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.32%	4.99M	585.04M	-890.7K	-15.13%
Dec 31, 2023	JPMORGAN CHASE & CO	8.13%	9.41M	1.1B	-7.7M	-45.01%
Dec 31, 2023	CLARITY FINANCIAL LLC	0.22%	249.75K	29.25M	687	+0.28%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	0.22%	253.54K	29.7M	-9.15K	-3.48%
Dec 31, 2023	HSBC HOLDINGS PLC	0.24%	280.01K	32.8M	-20.5K	-6.82%
Dec 31, 2023	ARMSTRONG ADVISORY GROUP, INC	0.24%	283.12K	33.16M	75.26K	+36.21%
Dec 31, 2023	JEFFERIES FINANCIAL GROUP INC.	0.26%	295.55K	34.62M	290K	+5,225.23%
Dec 31, 2023	BUCKINGHAM CAPITAL MANAGEMENT, INC.	0.26%	300.46K	35.19M	144.6K	+92.77%
Dec 31, 2023	MARKS WEALTH, LLC	0.27%	309.17K	36.21M	309.17K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.3%	342.49K	39.9M	-11.19K	-3.17%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.32%	365.21K	42.65M	53.7K	+17.24%
Dec 31, 2023	BANCO SANTANDER, S.A.	0.32%	366.63K	42.94M	184.22K	+100.99%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.32%	368.04K	43.11M	-29.31K	-7.38%
Dec 31, 2023	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.32%	375.59K	43.99M	143.69K	+61.96%
Dec 31, 2023	HILTON CAPITAL MANAGEMENT, LLC	0.33%	379.85K	44.49M	-93.46K	-19.75%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.35%	403.01K	47.2M	47.06K	+13.22%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.35%	405.92K	47.54B	-11.39K	-2.73%
Dec 31, 2023	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	0.35%	410.75K	48.11M	410.75K	+100.00%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.4%	459.94K	53.87M	1.12K	+0.24%
Dec 31, 2023	M&T BANK CORP	0.4%	461.94K	54.11M	-25.66K	-5.26%
Dec 31, 2023	TANGLEWOOD WEALTH MANAGEMENT, INC.	1.04%	1.2M	140.93M	-549.03K	-31.33%
Dec 31, 2023	FACET WEALTH, INC.	0.41%	470.49K	54.74M	73.64K	+18.56%
Dec 31, 2023	SNS FINANCIAL GROUP, LLC	0.41%	471.12K	55.18M	-26.66K	-5.36%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.41%	472.49K	55.34M	32.63K	+7.42%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.43%	494.71K	57.94M	-17.77K	-3.47%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.47%	542.41K	63.54M	31.84K	+6.24%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.54%	628.78K	73.65M	68.49K	+12.22%
Dec 31, 2023	ROYAL BANK OF CANADA	0.56%	649.95K	76.13M	41.07K	+6.75%
Dec 31, 2023	BLACKROCK INC.	0.87%	1.01M	118.53M	111.34K	+12.36%
Dec 31, 2023	LPL FINANCIAL LLC	0.98%	1.14M	133.1M	34.04K	+3.09%

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