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

Who are the major shareholders selling iShares U.S. Oil & Gas Exploration & Production ETF stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in IEO by -4.48% restricting it's holding to 14.04 thousand shares of worth nearly $1.54M. BEACON POINTE ADVISORS, LLC also lessened -25.76% of the IEO shares from its portfolio, reducing its holding to 12.39 thousand shares of worth $1.36M. STIFEL FINANCIAL CORP also shunned IEO shares holding by -39.92% last quarter which brought its holding to 11.41 thousand shares worth $1.25M.

Investors who are buying IEO stock?

As per its latest 13F filing, AUDENT GLOBAL ASSET MANAGEMENT, LLC increased its stake in IEO by 21.83% in the last quarter. The institutional holder raised its holding to 10.95 thousand shares having worth more than $1.20M. JONES FINANCIAL COMPANIES LLLP also added 29% more shares of IEO to its portfolio, raising its holding to 11.9 thousand shares of worth $1.31M. TWO SIGMA INVESTMENTS, LP also increased its IEO shares holding by 1,177.7% which brought its holding to 117.55 thousand shares worth $12.91M.

IEO's major insiders: who are they?

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

Did an insider recently sell IEO stock?

Company executives, directors, and other insiders own N/A percent of iShares U.S. Oil & Gas Exploration & Production ETF's stock. Within the last six months, there have been 0 transaction(s) in which IEO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IEO stock?

There have been 0 transaction(s) during the past 6-months in which iShares U.S. Oil & Gas Exploration & Production ETF insiders have bought stock, totalling 0 shares

How much of IEO does insiders own?

Around 0 iShares U.S. Oil & Gas Exploration & Production ETF shares are held by insiders, which represents about N/A of IEO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IEO?

HIGHTOWER ADVISORS, LLC is the largest institutional owner in IEO which holds 14.04 thousand shares worth $1.54M or 0.29% of the total IEO shares outstanding followed by BEACON POINTE ADVISORS, LLC with ownership of 12.39 thousand shares representing 0.26% of the IEO ownership. STIFEL FINANCIAL CORP is the third largest stakeholder with 11.41 thousand shares or 0.24% of the ownership worth more than $1.25M.

Is iShares U.S. Oil & Gas Exploration & Production 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 IEO is concerned, it is a stock which is optionable.

Is there a short position on IEO's shares?

Number of IEO 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 IEO shares are there?

As of today, null shares of IEO are outstanding.

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

IEO 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 IEO is null.

iShares US Oil & Gas Exploration & Production ETF (IEO) 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. HIGHTOWER ADVISORS, LLC is the top corporate investor, holding 14.04K shares valued at $1.54M. A 0.29% stake in iShares U.S. Oil & Gas Exploration & Production ETF is owned by the company. BEACON POINTE ADVISORS, LLC owns 12.39K shares valued at $1.36M, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.29%	14.04K	1.54M	-658	-4.48%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.26%	12.39K	1.36M	-4.3K	-25.76%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.24%	11.41K	1.25M	-7.58K	-39.92%
Jun 30, 2026	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0.23%	10.95K	1.2M	1.96K	+21.83%
Jun 30, 2026	JPMORGAN CHASE & CO	0.22%	10.56K	1.17M	-1.2K	-10.19%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.22%	10.53K	1.16M	-818	-7.21%
Jun 30, 2026	ENCLAVE ADVISORS LLC	0.21%	10.19K	1.12M	-1	-0.01%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.25%	11.9K	1.31M	2.68K	+29.00%
Jun 30, 2026	INDEPENDENT FAMILY OFFICE, LLC	0.26%	12.75K	1.4M	0	0
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	2.42%	117.55K	12.91M	108.35K	+1,177.70%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.08%	100.74K	11.06M	-16.33K	-13.95%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.85%	89.52K	9.83M	-5.62K	-5.91%
Jun 30, 2026	ROYAL BANK OF CANADA	0.95%	46.12K	5.07M	-14.92K	-24.44%
Jun 30, 2026	CITADEL ADVISORS LLC	0.17%	8.2K	900.61K	-2K	-19.61%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.89%	43.36K	4.76M	-663	-1.51%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	11.8K	1.3M	-7.6K	-39.18%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.61%	29.7K	3.26M	-609	-2.01%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.21%	10.06K	1.11M	-167	-1.63%
Jun 30, 2026	GTS SECURITIES LLC	0.18%	8.59K	943.66K	8.59K	+100.00%
Jun 30, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.59%	28.41K	3.12M	-15.61K	-35.46%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.35%	17.14K	1.88M	17.14K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.32%	15.39K	1.69M	-11.91K	-43.63%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	13.01K	1.43M	134	+1.04%
Jun 30, 2026	MORGAN STANLEY	6.13%	297.51K	32.68M	-11.96K	-3.86%
Jun 30, 2026	PICTET & CIE (EUROPE) SA	2.52%	122.14K	13.41M	-35.11K	-22.33%
Jun 30, 2026	LPL FINANCIAL LLC	1.84%	89.47K	9.83M	-38.72K	-30.20%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	1.64%	79.63K	8.75M	153	+0.19%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.12%	54.33K	5.97M	-596	-1.09%
Jun 30, 2026	MADER & SHANNON WEALTH MANAGEMENT, INC.	1%	48.34K	5.31M	1.69K	+3.63%
Jun 30, 2026	AMICA MUTUAL INSURANCE CO	0.84%	40.91K	4.49M	-1.84K	-4.29%
Jun 30, 2026	INVESTORS RESEARCH CORP	0.83%	40.05K	4.4M	3.16K	+8.55%
Jun 30, 2026	UBS GROUP AG	0.81%	39.25K	4.31M	-10.65K	-21.34%
Jun 30, 2026	CITIGROUP INC	0.71%	34.67K	3.81M	32.56K	+1,542.89%
Jun 30, 2026	MARTIN & CO INC /TN/	0.47%	22.68K	2.49M	-65	-0.29%
Jun 30, 2026	COTTONWOOD CAPITAL ADVISORS, LLC	0.42%	20.57K	2.26M	-27	-0.13%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.39%	19.02K	2.09M	19.02K	+100.00%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.39%	18.73K	2.06M	-7.07K	-27.41%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	18.4K	2.02M	-1.13K	-5.79%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.26%	12.46K	1.37M	-3.89K	-23.79%
Jun 30, 2026	CARRET ASSET MANAGEMENT, LLC	0.26%	12.37K	1.36M	-255	-2.02%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.25%	12.3K	1.35M	12.3K	+100.00%
Jun 30, 2026	MARINER, LLC	0.24%	11.67K	1.28M	-10.46K	-47.28%
Jun 30, 2026	PCG WEALTH ADVISORS, LLC	0.18%	8.54K	937.5K	353	+4.31%
Jun 30, 2026	STEGENT EQUITY ADVISORS, INC.	0.16%	7.95K	873.15K	-54	-0.67%
Jun 30, 2026	NORTHERN TRUST CORP	0.15%	7.35K	807.14K	310	+4.40%
Jun 30, 2026	CREATIVE PLANNING	0.15%	7.32K	804.19K	1.14K	+18.34%
Jun 30, 2026	MEZZASALMA ADVISORS, LLC	0.14%	6.9K	758.29K	-54	-0.78%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	6.67K	732.63K	-40	-0.60%
Jun 30, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.13%	6.49K	712.91K	-886	-12.01%
Jun 30, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.12%	6K	658.59K	29	+0.49%
Jun 30, 2026	MRAZ, AMERINE & ASSOCIATES, INC.	0.12%	5.79K	636.21K	-125	-2.11%
Jun 30, 2026		0.11%	5.09K	559.35K	5.09K	+100.00%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.1%	5K	549.12K	97	+1.98%
Jun 30, 2026	GUYASUTA INVESTMENT ADVISORS INC	0.1%	4.89K	537.4K	0	0
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.1%	4.78K	525.42K	1K	+26.49%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.09%	4.31K	473.4K	-418	-8.84%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.09%	4.31K	473.27K	66	+1.56%
Jun 30, 2026	WESTMOUNT PARTNERS, LLC	0.09%	4.26K	468.2K	20	+0.47%
Jun 30, 2026	ALTFEST L J & CO INC	0.09%	4.24K	465.16K	9	+0.21%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	4.05K	445.26K	-2.06K	-33.71%
Jun 30, 2026	GRIMES & COMPANY, INC.	0.46%	22.46K	2.47M	-1.47K	-6.14%
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.45%	21.82K	2.4M	115	+0.53%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.34%	16.3K	1.79M	-42.92K	-72.47%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.34%	16.3K	1.79M	860	+5.57%
Jun 30, 2026	WEALTH MANAGEMENT PARTNERS, LLC	0.3%	14.66K	1.61M	-869	-5.60%
Mar 31, 2026	COTTONWOOD CAPITAL ADVISORS, LLC	0.47%	20.59K	2.57M	-198	-0.95%
Mar 31, 2026	WESTMOUNT PARTNERS, LLC	0.1%	4.24K	529.94K	19	+0.45%
Mar 31, 2026	VONTOBEL HOLDING LTD.	0.11%	4.71K	588.78K	4.71K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.11%	4.73K	590.56K	-40.63K	-89.58%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	4.75K	593.4K	-851	-15.19%
Mar 31, 2026	GUYASUTA INVESTMENT ADVISORS INC	0.11%	4.89K	611.14K	0	0
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.12%	4.9K	612.43K	4.9K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.12%	5.04K	629K	144	+2.94%
Mar 31, 2026	MRAZ, AMERINE & ASSOCIATES, INC.	0.14%	5.92K	739.12K	-518	-8.05%
Mar 31, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.14%	5.97K	745.33K	-2.09K	-25.90%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.14%	6.01K	750.9K	6.01K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	6.12K	763.89K	2.61K	+74.54%
Mar 31, 2026	CREATIVE PLANNING	0.15%	6.19K	772.81K	25	+0.41%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	6.71K	838.24K	5.75K	+598.34%
Mar 31, 2026	MEZZASALMA ADVISORS, LLC	0.16%	6.96K	869.07K	-978	-12.32%
Mar 31, 2026	NORTHERN TRUST CORP	0.17%	7.04K	879.17K	0	0
Mar 31, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.17%	7.38K	921.39K	-319	-4.14%
Mar 31, 2026	STEGENT EQUITY ADVISORS, INC.	0.19%	8K	999.7K	-17.69K	-68.85%
Mar 31, 2026	PCG WEALTH ADVISORS, LLC	0.19%	8.18K	1.02M	-930	-10.21%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.17%	51.16K	6.39M	50.75K	+12,439.71%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.67%	117.07K	14.62M	22.41K	+23.68%
Mar 31, 2026	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0.2%	8.99K	1.37M	-11.8K	-56.75%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.21%	9.2K	1.15M	-9.95K	-51.95%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.21%	9.22K	1.19M	2.48K	+36.76%
Mar 31, 2026	CARRET ASSET MANAGEMENT, LLC	0.29%	12.63K	1.58M	-7.49K	-37.24%
Mar 31, 2026	INDEPENDENT FAMILY OFFICE, LLC	0.29%	12.75K	1.59M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	12.87K	1.61M	404	+3.24%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	19.53K	2.44M	3.42K	+21.26%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.49%	21.7K	2.71M	0	0
Mar 31, 2026	MARINER, LLC	0.5%	22.13K	2.76M	15.74K	+246.33%
Mar 31, 2026	MARTIN & CO INC /TN/	0.52%	22.74K	2.84M	112	+0.49%
Mar 31, 2026	GRIMES & COMPANY, INC.	0.55%	23.93K	2.99M	-918	-3.69%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.59%	25.8K	3.22M	-350	-1.34%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.62%	27.3K	3.41M	-4.83K	-15.02%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.68%	30K	38.07K	30K	+100.00%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.69%	30.31K	3.79M	-475	-1.54%
Mar 31, 2026	HORIZON WEALTH MANAGEMENT, LLC	0.73%	31.86K	3.98M	31.86K	+100.00%
Mar 31, 2026	INVESTORS RESEARCH CORP	0.84%	36.89K	4.61M	3.89K	+11.78%
Mar 31, 2026	AMICA MUTUAL INSURANCE CO	0.97%	42.75K	5.34M	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	19.4K	2.42M	6.7K	+52.76%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1%	44.02K	5.5M	27.12K	+160.53%
Mar 31, 2026	MADER & SHANNON WEALTH MANAGEMENT, INC.	1.06%	46.65K	5.83M	46.65K	+100.00%
Mar 31, 2026	UBS GROUP AG	1.14%	49.89K	6.23M	6.66K	+15.39%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.25%	54.93K	6.86M	2.51K	+4.79%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.37%	16.35K	2.04M	196	+1.21%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.38%	16.69K	2.08M	1.16K	+7.44%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.41%	17.78K	2.22M	17.78K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.43%	19K	2.37M	1.43K	+8.14%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.35%	59.22K	7.4M	1.55K	+2.68%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	1.81%	79.48K	9.93M	22	+0.03%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.34%	14.7K	1.84M	5.88K	+66.61%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	15.44K	1.93M	-1K	-6.10%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.17%	95.14K	11.88M	-14.85K	-13.50%
Mar 31, 2026	LPL FINANCIAL LLC	2.92%	128.19K	16.01M	33.55K	+35.45%
Mar 31, 2026	PICTET & CIE (EUROPE) SA	3.58%	157.25K	19.64M	157.25K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.22%	9.56K	1.19M	-171	-1.76%
Mar 31, 2026	ENCLAVE ADVISORS LLC	0.23%	10.19K	1.27M	0	0
Mar 31, 2026	SAVVY ADVISORS, INC.	0.23%	10.23K	1.28M	-24	-0.23%
Mar 31, 2026	JPMORGAN CHASE & CO	0.27%	11.76K	1.49M	618	+5.55%
Mar 31, 2026	WEALTH MANAGEMENT PARTNERS, LLC	0.35%	15.53K	1.94M	-522	-3.25%
Mar 31, 2026	CITADEL ADVISORS LLC	0.23%	10.2K	1.27M	7.3K	+251.72%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	4.58%	201K	25.1M	201K	+100.00%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.21%	8.86K	1.11M	1.34K	+17.84%
Mar 31, 2026	MARSHALL WACE, LLP	0.21%	8.97K	1.12M	4.77K	+113.46%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.03%	44.03K	5.5M	-9.05K	-17.05%
Mar 31, 2026	ROYAL BANK OF CANADA	1.39%	61.03K	7.62M	4.39K	+7.74%
Mar 31, 2026	MORGAN STANLEY	7.05%	309.46K	38.65M	32.23K	+11.63%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.26%	11.35K	1.42M	-62	-0.54%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.21%	8.89K	793.79K	1.25K	+16.34%
Dec 31, 2025	UBS GROUP AG	0.99%	43.24K	3.86M	3.19K	+7.97%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	8.82K	787.5K	4.26K	+93.32%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.32%	57.68K	5.15M	1.94K	+3.48%
Dec 31, 2025	LPL FINANCIAL LLC	2.11%	94.64K	8.45M	-6.23K	-6.17%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.51%	109.99K	9.82M	-2.16K	-1.92%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	16.44K	1.47M	-18.45K	-52.87%
Dec 31, 2025	INDEPENDENT FAMILY OFFICE, LLC	0.29%	12.75K	1.14M	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	10.38K	926.53K	1.91K	+22.49%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	9.6K	856.9K	9.6K	+100.00%
Dec 31, 2025		0.21%	8.76K	781.43K	8.76K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.21%	53.08K	4.74M	-1.09K	-2.01%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	5.6K	500.07K	-489	-8.03%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	6.74K	601.96K	-684	-9.21%
Dec 31, 2025	ROYAL BANK OF CANADA	1.29%	56.65K	5.06M	9.01K	+18.92%
Dec 31, 2025	PCG WEALTH ADVISORS, LLC	0.22%	9.11K	813.43K	-1.23K	-11.90%
Dec 31, 2025	WEALTH MANAGEMENT PARTNERS, LLC	0.39%	16.05K	1.43M	119	+0.75%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.39%	16.9K	1.51M	-360	-2.09%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	16.11K	1.44M	-1.03K	-6.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.39%	16.16K	1.44M	274	+1.73%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.4%	17.57K	1.57M	-428	-2.38%
Dec 31, 2025	CITADEL ADVISORS LLC	0.41%	17.75K	1.58M	-10.07K	-36.21%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.44%	19.15K	1.71M	-44.6K	-69.96%
Dec 31, 2025	CARRET ASSET MANAGEMENT, LLC	0.46%	20.12K	1.8M	-440	-2.14%
Dec 31, 2025	MARTIN & CO INC /TN/	0.52%	22.63K	2.02M	952	+4.39%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.14%	6.26K	559.04K	-1.91K	-23.41%
Dec 31, 2025	ENCLAVE ADVISORS LLC	0.24%	10.19K	909.63K	0	0
Dec 31, 2025	SAVVY ADVISORS, INC.	0.25%	10.25K	915.25K	-1.04K	-9.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	11.41K	1.02M	-1.1K	-8.77%
Dec 31, 2025	JPMORGAN CHASE & CO	0.27%	11.14K	994.27K	382	+3.55%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	12.47K	1.11M	-8.02K	-39.15%
Dec 31, 2025	BEARING POINT CAPITAL, LLC	0.33%	14.89K	1.33M	14.89K	+100.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.35%	15.53K	1.39M	1.85K	+13.51%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.5%	21.7K	1.94M	0	0
Dec 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.5%	20.79K	1.86M	4	+0.02%
Dec 31, 2025	GRIMES & COMPANY, INC.	0.6%	24.85K	2.22M	-2.03K	-7.56%
Dec 31, 2025	STEGENT EQUITY ADVISORS, INC.	0.62%	25.69K	2.29M	-10.55K	-29.11%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.63%	26.15K	2.33M	26.15K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	32.13K	2.87M	-3.24K	-9.16%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.74%	30.79K	2.75M	-2.81K	-8.36%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.79%	33K	2.95M	3.87K	+13.29%
Dec 31, 2025	AMICA MUTUAL INSURANCE CO	0.95%	42.75K	3.82M	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.04%	45.36K	4.05M	-4K	-8.11%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.2%	52.41K	4.68M	1.45K	+2.85%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	1.82%	79.45K	7.09M	79.45K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.16%	94.65K	8.45M	-51.91K	-35.42%
Dec 31, 2025	FIRST HORIZON CORP	0.06%	2.49K	221.99K	0	0
Dec 31, 2025	HRT FINANCIAL LP	0.06%	2.79K	248K	2.79K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	2.73K	243.86K	2.71K	+10,828.00%
Dec 31, 2025	VIAWEALTH, LLC	0.07%	2.78K	248.37K	-2.1K	-42.96%
Dec 31, 2025	POEHLING CAPITAL MANAGEMENT, INC.	0.08%	3.5K	312.41K	0	0
Dec 31, 2025	CYPRESS ASSET MANAGEMENT INC/TX	0.08%	3.29K	293.93K	-1.79K	-35.15%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	3.5K	312.79K	-603	-14.68%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.09%	4.22K	376K	4.22K	+100.00%
Dec 31, 2025	MORGAN STANLEY	6.34%	277.23K	24.75M	-64.86K	-18.96%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	8.57K	764.78K	6.49K	+311.92%
Dec 31, 2025	ALTFEST L J & CO INC	0.1%	4.22K	376.51K	-66	-1.54%
Dec 31, 2025	WESTMOUNT PARTNERS, LLC	0.1%	4.22K	377.02K	-4.12K	-49.38%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	4.89K	437K	-505	-9.35%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.12%	4.84K	432.11K	665	+15.92%
Dec 31, 2025	GUYASUTA INVESTMENT ADVISORS INC	0.12%	4.89K	436.75K	0	0
Dec 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.14%	6.44K	574.45K	-94	-1.44%
Dec 31, 2025	MARINER, LLC	0.15%	6.39K	570.28K	-30	-0.47%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.18%	7.7K	686.95K	2.3K	+42.73%
Dec 31, 2025	MEZZASALMA ADVISORS, LLC	0.19%	7.94K	722.51K	-1.13K	-12.46%
Dec 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.19%	8.05K	718.8K	451	+5.93%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.2%	8.76K	781.43K	8.76K	+100.00%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.1%	3.99K	355.97K	-190	-4.55%
Dec 31, 2025	MARSHALL WACE, LLP	0.1%	4.2K	375.25K	4.2K	+100.00%
Dec 31, 2025	STEPHENS INC /AR/	0.1%	4.08K	364.38K	-300	-6.85%
Dec 31, 2025	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0.5%	20.79K	1.86M	1.29K	+6.61%
Dec 31, 2025	COLONY GROUP, LLC	0.18%	8.02K	715.75K	8.02K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.23%	9.73K	868.23K	9.73K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.14%	7.64K	707.83K	166	+2.22%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.15%	8.18K	757.19K	-8.08K	-49.71%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	7.43K	711.15K	-1.7K	-18.65%
Sep 30, 2025	CITADEL ADVISORS LLC	0.15%	7.8K	722.28K	-200	-2.50%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	8.47K	784.73K	8.47K	+100.00%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.21%	11.29K	1.05M	-895	-7.34%
Sep 30, 2025	JPMORGAN CHASE & CO	0.2%	10.76K	996.1K	206	+1.95%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.76%	146.57K	13.57M	5.11K	+3.61%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.34%	18.07K	1.67M	3.94K	+27.85%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.34%	18K	1.67M	-1.98K	-9.89%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.33%	17.26K	1.6M	-7K	-28.85%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.12%	6.1K	564.81K	-553	-8.31%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	6.09K	564.06K	-3.32K	-35.28%
Sep 30, 2025	TRADEWINDS, LLC.	0.1%	5.47K	506.06K	5.47K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	5.4K	500K	-66	-1.21%
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.1%	5.39K	499.3K	-1.67K	-23.69%
Sep 30, 2025	CYPRESS ASSET MANAGEMENT INC/TX	0.1%	5.08K	470.22K	-110	-2.12%
Sep 30, 2025	GUYASUTA INVESTMENT ADVISORS INC	0.09%	4.89K	453.09K	784	+19.08%
Sep 30, 2025	VIAWEALTH, LLC	0.09%	4.88K	451.66K	-3.26K	-40.06%
Sep 30, 2025	BRYN MAWR TRUST CO	0.09%	4.63K	428.46K	27	+0.59%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	4.56K	422.74K	543	+13.50%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.08%	4.48K	415.25K	255	+6.03%
Sep 30, 2025	STEPHENS INC /AR/	0.08%	4.38K	405.79K	0	0
Sep 30, 2025	ALTFEST L J & CO INC	0.08%	4.28K	396.71K	-43	-0.99%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.08%	4.18K	390.64K	214	+5.40%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.08%	4.03K	373K	3.9K	+3,123.20%
Sep 30, 2025	POEHLING CAPITAL MANAGEMENT, INC.	0.07%	3.5K	324.1K	0	0
Sep 30, 2025	PFG ADVISORS	0.05%	2.65K	244.93K	2.65K	+100.00%
Sep 30, 2025	FIRST HORIZON CORP	0.05%	2.49K	230.3K	2.49K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	17.14K	1.59M	-928	-5.14%
Sep 30, 2025	PCG WEALTH ADVISORS, LLC	0.2%	10.34K	957.85K	-205	-1.94%
Sep 30, 2025	ENCLAVE ADVISORS LLC	0.19%	10.19K	943.66K	0	0
Sep 30, 2025	MEZZASALMA ADVISORS, LLC	0.17%	9.07K	839.52K	-28	-0.31%
Sep 30, 2025	WESTMOUNT PARTNERS, LLC	0.16%	8.34K	780.15K	59	+0.71%
Sep 30, 2025	LPL FINANCIAL LLC	1.9%	100.86K	9.34M	-592	-0.58%
Sep 30, 2025	UBS GROUP AG	0.76%	40.04K	3.71M	-20.35K	-33.69%
Sep 30, 2025	WEALTH MANAGEMENT PARTNERS, LLC	0.3%	15.93K	1.48M	52	+0.33%
Sep 30, 2025	GRIMES & COMPANY, INC.	0.51%	26.88K	2.49M	-512	-1.87%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.41%	21.7K	2.01M	-100	-0.46%
Sep 30, 2025	MARTIN & CO INC /TN/	0.41%	21.68K	2.01M	216	+1.01%
Sep 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.39%	20.79K	1.92M	-68	-0.33%
Sep 30, 2025	CARRET ASSET MANAGEMENT, LLC	0.39%	20.56K	1.9M	-175	-0.84%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	20.49K	1.92M	-1.56K	-7.08%
Sep 30, 2025	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0.37%	19.5K	1.81M	1.14K	+6.22%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.3%	15.88K	1.47M	-601	-3.65%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	15.8K	1.46M	-10.8K	-40.60%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.26%	13.68K	1.27M	-4.85K	-26.16%
Sep 30, 2025	INDEPENDENT FAMILY OFFICE, LLC	0.24%	12.75K	1.18M	-543	-4.08%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	12.5K	1.16M	2.15K	+20.71%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.02%	54.16K	5.02M	-59	-0.11%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	50.96K	4.72M	-2.14K	-4.02%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.94%	50K	46.3K	50K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.93%	49.36K	4.57M	1.46K	+3.04%
Sep 30, 2025	ROYAL BANK OF CANADA	0.9%	47.63K	4.41M	1.74K	+3.79%
Sep 30, 2025	AMICA MUTUAL INSURANCE CO	0.81%	42.75K	3.96M	0	0
Sep 30, 2025	STEGENT EQUITY ADVISORS, INC.	0.68%	36.24K	3.36M	-633	-1.72%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	35.37K	3.27M	424	+1.21%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.66%	34.89K	3.23M	2.06K	+6.26%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.63%	33.6K	3.05M	-5.03K	-13.03%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.55%	29.13K	2.7M	3.41K	+13.25%
Sep 30, 2025	SPC FINANCIAL, INC.	0.51%	27K	2.5M	-111	-0.41%
Sep 30, 2025	MORGAN STANLEY	6.45%	342.09K	31.68M	-13.91K	-3.91%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.11%	112.15K	10.38M	14.12K	+14.41%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.14%	7.39K	684.22K	-1.38K	-15.74%
Sep 30, 2025	NORTHERN TRUST CORP	0.13%	7.04K	651.81K	-449	-6.00%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.12%	6.53K	604.64K	-61	-0.93%
Sep 30, 2025	MARINER, LLC	0.12%	6.42K	594.4K	-60	-0.93%
Sep 30, 2025	CREATIVE PLANNING	0.12%	6.16K	570.75K	-1.05K	-14.50%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.2%	63.75K	5.9M	63.75K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	55.74K	5.16M	-14.29K	-20.41%
Sep 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.14%	7.6K	703.91K	270	+3.68%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.4%	21.8K	1.93M	0	0
Jun 30, 2025	ENCLAVE ADVISORS LLC	0.19%	10.19K	902.9K	0	0
Jun 30, 2025	GRIMES & COMPANY, INC.	0.5%	27.39K	2.43M	-5.89K	-17.70%
Jun 30, 2025	AMICA MUTUAL INSURANCE CO	0.78%	42.75K	3.79M	-28.47K	-39.97%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.98%	54.22K	4.8M	-3.53K	-6.12%
Jun 30, 2025	WESTMOUNT PARTNERS, LLC	0.15%	8.29K	734.09K	46	+0.56%
Jun 30, 2025	CITADEL ADVISORS LLC	0.44%	24.1K	2.14B	200	+0.84%
Jun 30, 2025	UBS GROUP AG	1.1%	60.39K	5.35M	-7.09K	-10.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.27%	70.03K	6.2M	771	+1.11%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.78%	98.03K	8.69M	-17.36K	-15.05%
Jun 30, 2025	LPL FINANCIAL LLC	1.84%	101.46K	8.99M	-12.06K	-10.63%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.57%	141.45K	12.53M	-4.65K	-3.18%
Jun 30, 2025	MORGAN STANLEY	6.46%	356.01K	31.54B	-45.1K	-11.24%
Jun 30, 2025	JPMORGAN CHASE & CO	0.19%	10.55K	934.82K	-5.16K	-32.82%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.26%	14.14K	1.25M	14.14K	+100.00%
Jun 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.13%	7.33K	649.65K	-104	-1.40%
Jun 30, 2025	NORTHERN TRUST CORP	0.14%	7.49K	663.44K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.15%	8.3K	743.82K	3.09K	+59.44%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.16%	8.77K	776.93K	449	+5.40%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	9.13K	815.49K	214	+2.40%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	10.36K	917.81K	405	+4.07%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	15.33K	1.36M	-30.43K	-66.50%
Jun 30, 2025	WEALTH MANAGEMENT PARTNERS, LLC	0.29%	15.88K	1.43M	-625	-3.79%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	18.07K	1.6M	-16.15K	-47.20%
Jun 30, 2025	SPC FINANCIAL, INC.	0.49%	27.11K	2.4M	-1.69K	-5.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	34.94K	3.1M	-6.27K	-15.22%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	53.1K	4.7M	-1.65K	-3.02%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.22%	12.19K	1.08M	-115	-0.93%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	22.05K	1.95M	8.74K	+65.69%
Jun 30, 2025	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0.33%	18.36K	1.63M	5	+0.03%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.34%	18.53K	1.64M	-1.24K	-6.26%
Jun 30, 2025	CARRET ASSET MANAGEMENT, LLC	0.38%	20.73K	1.84M	-1.15K	-5.26%
Jun 30, 2025	POEHLING CAPITAL MANAGEMENT, INC.	0.06%	3.5K	310.1K	0	0
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.07%	3.96K	351.21K	0	0
Jun 30, 2025	GUYASUTA INVESTMENT ADVISORS INC	0.07%	4.11K	364.06K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	4.3K	380.91K	-44	-1.01%
Jun 30, 2025	MARSHALL WACE, LLP	0.08%	4.66K	413.14K	4.66K	+100.00%
Jun 30, 2025	CYPRESS ASSET MANAGEMENT INC/TX	0.09%	5.19K	459.66K	-600	-10.37%
Jun 30, 2025	MARINER, LLC	0.12%	6.48K	574.02K	31	+0.48%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.12%	6.59K	583.98K	117	+1.81%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.12%	6.65K	589.46K	12	+0.18%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.13%	7.07K	626.05K	7.07K	+100.00%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	1.49%	82.26K	7.29M	718	+0.88%
Jun 30, 2025	MEZZASALMA ADVISORS, LLC	0.17%	9.09K	805.73K	-291	-3.10%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	9.41K	833.93K	-102	-1.07%
Jun 30, 2025	PCG WEALTH ADVISORS, LLC	0.19%	10.55K	934.63K	-11.53K	-52.22%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.3%	16.48K	1.46M	575	+3.61%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.36%	19.97K	1.77M	-4.68K	-18.97%
Jun 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.38%	20.85K	1.85M	-501	-2.35%
Jun 30, 2025	ROYAL BANK OF CANADA	0.83%	45.89K	4.07M	-11.62K	-20.20%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.87%	47.9K	4.24M	-1.19K	-2.43%
Jun 30, 2025	HILLTOP NATIONAL BANK	0.01%	315	27.91K	315	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	360	31.9K	0	0
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.01%	422	37K	422	+100.00%
Jun 30, 2025	WINCH ADVISORY SERVICES, LLC	0.01%	457	40.47K	3	+0.66%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.01%	500	44.3K	500	+100.00%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.01%	695	61.56K	-58	-7.70%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.01%	700	62.02K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	725	64.27K	-100	-12.12%
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	783	69	155	+24.68%
Jun 30, 2025	RED TORTOISE LLC	0.02%	1.14K	100.89K	6	+0.53%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.02%	1.15K	101.45K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	1.32K	117.03K	23	+1.77%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.03%	1.55K	137.33K	-500	-24.39%
Jun 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.04%	2.01K	177.68K	50	+2.56%
Jun 30, 2025	AMICA RETIREE MEDICAL TRUST	0.04%	2.2K	194K	-920	-29.53%
Jun 30, 2025	WHITTIER TRUST CO	0.05%	2.68K	237.62K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.05%	2.74K	242.88K	-9	-0.33%
Jun 30, 2025	FIDUCIARY TRUST CO	0.05%	3.01K	266.24K	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.08%	4.23K	374.78K	-1.8K	-29.84%
Jun 30, 2025	ALTFEST L J & CO INC	0.08%	4.33K	383.33K	11	+0.25%
Jun 30, 2025	STEPHENS INC /AR/	0.08%	4.38K	388.26K	-225	-4.88%
Jun 30, 2025	VANGUARD CAPITAL WEALTH ADVISORS	0.05%	2.91K	258.21K	2.91K	+100.00%
Jun 30, 2025	BRYN MAWR TRUST CO	0.08%	4.6K	407.56K	800	+21.05%
Jun 30, 2025	VIAWEALTH, LLC	0.15%	8.14K	720.89K	-4.94K	-37.79%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.7%	38.63K	3.47M	-4.85K	-11.15%
Jun 30, 2025		0.15%	8.29K	734.09K	46	+0.56%
Jun 30, 2025	INDEPENDENT FAMILY OFFICE, LLC	0.24%	13.3K	1.18M	2.56K	+23.84%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.3%	16.26K	1.44M	16.04K	+7,191.93%
Jun 30, 2025	MARTIN & CO INC /TN/	0.39%	21.46K	1.9M	-200	-0.92%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.44%	24.25K	2.15M	11.99K	+97.85%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.47%	25.72K	2.28M	4.91K	+23.61%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	32.84K	2.91M	-5.75K	-14.91%
Jun 30, 2025	STEGENT EQUITY ADVISORS, INC.	0.67%	36.88K	3.27M	6.53K	+21.50%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.91%	50K	4.43M	50K	+100.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.05%	2.95K	261.4K	13	+0.44%
Mar 31, 2025	UBS GROUP AG	1.29%	67.48K	6.38M	5.96K	+9.68%
Mar 31, 2025	LPL FINANCIAL LLC	2.17%	113.52K	10.74M	1.64K	+1.46%
Mar 31, 2025	ALTUS WEALTH MANAGEMENT, LLC	2.18%	113.58K	10.74M	6.07K	+5.65%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.21%	115.39K	10.91M	-7.27K	-5.93%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.8%	146.11K	13.82M	14.81K	+11.28%
Mar 31, 2025	MORGAN STANLEY	7.68%	401.1K	37.94M	17.16K	+4.47%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.6%	31.2K	2.95M	18.6K	+147.62%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	9.95K	941.43K	-73	-0.73%
Mar 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.41%	21.36K	2.02M	-360	-1.66%
Mar 31, 2025	MARTIN & CO INC /TN/	0.41%	21.66K	2.05M	179	+0.83%
Mar 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.42%	21.8K	2.06M	-250	-1.13%
Mar 31, 2025	SPC FINANCIAL, INC.	0.55%	28.8K	2.72M	-1.18K	-3.92%
Mar 31, 2025	ROYAL BANK OF CANADA	1.1%	57.51K	5.44M	-22.71K	-28.31%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.11%	57.75K	5.46M	8.4K	+17.03%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	9.51K	899.79K	-746	-7.27%
Mar 31, 2025	STEGENT EQUITY ADVISORS, INC.	0.58%	30.35K	2.87M	4.28K	+16.44%
Mar 31, 2025	GRIMES & COMPANY, INC.	0.64%	33.28K	3.15M	-35	-0.11%
Mar 31, 2025	CARRET ASSET MANAGEMENT, LLC	0.42%	21.88K	2.07M	-500	-2.23%
Mar 31, 2025		0.2%	10.19K	963.84K	0	0
Mar 31, 2025	INDEPENDENT FAMILY OFFICE, LLC	0.21%	10.74K	1.02M	-6.32K	-37.05%
Mar 31, 2025	SAVVY ADVISORS, INC.	0.24%	12.3K	1.16M	12.3K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	13.31K	1.26M	-1.73K	-11.51%
Mar 31, 2025	JPMORGAN CHASE & CO	0.3%	15.71K	1.49M	4.09K	+35.21%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.3%	15.91K	1.5M	-244	-1.51%
Mar 31, 2025	WEALTH MANAGEMENT PARTNERS, LLC	0.32%	16.51K	1.56M	193	+1.18%
Mar 31, 2025	CITADEL ADVISORS LLC	0.34%	17.98K	1.7M	-10.49K	-36.85%
Mar 31, 2025	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0.35%	18.35K	1.74M	-2.78K	-13.15%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.38%	19.77K	1.87M	87	+0.44%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.4%	20.81K	1.97M	5.68K	+37.55%
Mar 31, 2025	QUADRATURE CAPITAL LTD	0.55%	28.97K	2.74M	-371	-1.26%
Mar 31, 2025	JANE STREET GROUP, LLC	0.58%	30.23K	2.86M	13.29K	+78.40%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	34.21K	3.24M	221	+0.65%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	8.92K	831.41K	2.25K	+33.81%
Mar 31, 2025	MEZZASALMA ADVISORS, LLC	0.18%	9.39K	887.64K	-227	-2.36%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.74%	38.59K	3.65M	5.55K	+16.80%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	41.21K	3.9M	-89.47K	-68.46%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.83%	43.48K	3.61M	-3.91K	-8.26%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.94%	49.1K	4.64M	-30.99K	-38.70%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.23%	12.26K	1.16M	2.17K	+21.52%
Mar 31, 2025	CREATIVE PLANNING	0.17%	9.12K	862.26K	177	+1.98%
Mar 31, 2025	PCG WEALTH ADVISORS, LLC	0.42%	22.08K	2.09M	5.58K	+33.80%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.47%	24.65K	2.33M	-27.11K	-52.38%
Mar 31, 2025	VIAWEALTH, LLC	0.25%	13.08K	1.24M	-1.05K	-7.40%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	54.75K	5.18M	-2.32K	-4.07%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.07%	55.85K	5.28M	55.85K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.33%	69.26K	6.55M	10.12K	+17.11%
Mar 31, 2025	AMICA MUTUAL INSURANCE CO	1.36%	71.22K	6.74M	0	0
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.56%	81.54K	7.71M	-242	-0.30%

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