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

Who are the major shareholders selling iShares Core S&P 500 ETF stock?

RAYMOND JAMES FINANCIAL INC, in the last quarter, reduced its stake in IVV by -4.57% restricting it's holding to 4.03 million shares of worth nearly $2.69B. BANK OF AMERICA CORP /DE/ also lessened -20.28% of the IVV shares from its portfolio, reducing its holding to 16.99 million shares of worth $11.37B. KEDALION CAPITAL MANAGEMENT LLP also shunned IVV shares holding by -27.64% last quarter which brought its holding to 2.39 million shares worth $1.60B.

Investors who are buying IVV stock?

As per its latest 13F filing, MARSHALL WACE, LLP increased its stake in IVV by 28.48% in the last quarter. The institutional holder raised its holding to 27.52 million shares having worth more than $18.42B. CETERA INVESTMENT ADVISERS also added 111.12% more shares of IVV to its portfolio, raising its holding to 3.91 million shares of worth $2.62B. CAPTRUST FINANCIAL ADVISORS also increased its IVV shares holding by 2.75% which brought its holding to 3.99 million shares worth $2.67B.

IVV's major insiders: who are they?

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

Did an insider recently sell IVV stock?

Company executives, directors, and other insiders own N/A percent of iShares Core S&P 500 ETF's stock. Within the last six months, there have been 0 transaction(s) in which IVV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IVV stock?

There have been 0 transaction(s) during the past 6-months in which iShares Core S&P 500 ETF insiders have bought stock, totalling 0 shares

How much of IVV does insiders own?

Around 0 iShares Core S&P 500 ETF shares are held by insiders, which represents about N/A of IVV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IVV?

MARSHALL WACE, LLP is the largest institutional owner in IVV which holds 27.52 million shares worth $18.42B or 2.63% of the total IVV shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 3.91 million shares representing 0.37% of the IVV ownership. CAPTRUST FINANCIAL ADVISORS is the third largest stakeholder with 3.99 million shares or 0.38% of the ownership worth more than $2.67B.

Is iShares Core S&P 500 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 IVV is concerned, it is a stock which is optionable.

Is there a short position on IVV's shares?

Number of IVV 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 IVV shares are there?

As of today, null shares of IVV are outstanding.

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

IVV 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 IVV is null.

iShares Core S&P 500 ETF (IVV) 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. MARSHALL WACE, LLP is the top corporate investor, holding 27.52M shares valued at $18.42B. A 2.63% stake in iShares Core S&P 500 ETF is owned by the company. CETERA INVESTMENT ADVISERS owns 3.91M shares valued at $2.62B, which translates its holding of 0.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MARSHALL WACE, LLP	2.63%	27.52M	18.42B	6.1M	+28.48%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.37%	3.91M	2.62B	2.06M	+111.12%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.38%	3.99M	2.67B	106.86K	+2.75%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	4.03M	2.69B	-192.62K	-4.57%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.39%	4.05M	2.71B	1.74M	+75.31%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.39%	4.12M	2.76B	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.42%	4.35M	2.91B	1.67M	+62.20%
Sep 30, 2025	UBS GROUP AG	0.46%	4.77M	3.19B	1.67M	+53.92%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.63%	16.99M	11.37B	-4.32M	-20.28%
Sep 30, 2025	KEDALION CAPITAL MANAGEMENT LLP	0.23%	2.39M	1.6B	-911K	-27.64%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.23%	2.43M	1.63B	1.63M	+203.54%
Sep 30, 2025	CHOATE INVESTMENT ADVISORS	0.25%	2.61M	1.74B	-54.5K	-2.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	2.62M	1.75B	48.26K	+1.88%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	2.85M	1.9B	-9.61K	-0.34%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.31%	3.24M	2.17B	13.17K	+0.41%
Sep 30, 2025	EISLER CAPITAL MANAGEMENT LTD.	0.48%	4.96M	3.31B	3.85M	+346.11%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.5%	5.26M	3.52B	51.4K	+0.99%
Sep 30, 2025	FMR LLC	0.58%	6.02M	4.03B	54.4K	+0.91%
Sep 30, 2025	US BANCORP \DE\	0.58%	6.02M	4.03B	128.83K	+2.19%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.59%	6.15M	4.12B	1.5M	+32.24%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.62%	6.47M	4.33B	1.38M	+27.19%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.62%	6.5M	4.37B	45.95K	+0.71%
Sep 30, 2025	LPL FINANCIAL LLC	0.97%	10.1M	6.76B	780.6K	+8.38%
Sep 30, 2025	CAPULA MANAGEMENT LTD	1%	10.43M	6.98B	2.78M	+36.25%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.31%	13.67M	9.15B	2.84M	+26.22%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.29%	3.07M	2.05B	40.21K	+1.33%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.3%	3.12M	2.09B	129.9K	+4.35%
Sep 30, 2025	MICHAEL & SUSAN DELL FOUNDATION	0.3%	3.15M	2.11B	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.31%	3.19M	2.13B	60.94K	+1.95%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.66%	6.93M	4.64B	-12.75K	-0.18%
Sep 30, 2025	CI INVESTMENTS INC.	0.7%	7.28M	4.87B	0	0
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.72%	7.5M	5.02B	1.22M	+19.38%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.76%	7.92M	5.3B	787	+0.01%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.79%	8.24M	5.51B	588.96K	+7.70%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.65%	17.2M	11.44B	601.25K	+3.62%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.79%	18.75M	12.55B	1.04M	+5.88%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.73%	28.57M	19.12B	201.98K	+0.71%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.2%	33.43M	22.37B	939.43K	+2.89%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	1.14%	11.96M	8B	4.3M	+56.19%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.29%	13.44M	9B	90.22K	+0.68%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.48%	15.45M	10.34B	77.69K	+0.51%
Sep 30, 2025	MORGAN STANLEY	2.33%	24.31M	16.27B	-446.76K	-1.80%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.13%	1.37M	914.63M	24.1K	+1.80%
Sep 30, 2025	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	0.13%	1.41M	941.64M	-155.5K	-9.95%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.14%	1.48M	991.68M	0	0
Sep 30, 2025	FUND EVALUATION GROUP, LLC	0.15%	1.52M	1.02B	-4.56K	-0.30%
Sep 30, 2025	BARINGS LLC	0.15%	1.6M	1.07B	18K	+1.14%
Sep 30, 2025	ALLIANZ SE	0.16%	1.64M	1.1B	56.46K	+3.56%
Sep 30, 2025	MACQUARIE GROUP LTD	0.16%	1.69M	1.13B	644.62K	+61.70%
Sep 30, 2025	FIFTH THIRD BANCORP	0.17%	1.72M	1.15B	38.3K	+2.27%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.17%	1.73M	1.16B	8.81K	+0.51%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.17%	1.77M	1.18B	15.38K	+0.88%
Sep 30, 2025	MKP CAPITAL MANAGEMENT, L.L.C.	0.19%	1.94M	1.3B	-253.95K	-11.58%
Sep 30, 2025	GREENLEAF TRUST	0.19%	2.03M	1.36B	-18.25K	-0.89%
Sep 30, 2025	KOREA INVESTMENT CORP	0.21%	2.2M	1.47B	842.96K	+62.25%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.21%	2.23M	1.5B	-137.85K	-5.81%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.22%	2.29M	1.53B	138.23K	+6.42%
Sep 30, 2025	CERITY PARTNERS LLC	0.22%	2.31M	1.55B	45.34K	+2.00%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.25%	2.61M	1.75B	6.23K	+0.24%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.33%	3.48M	2.1B	460.65K	+15.26%
Sep 30, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.34%	3.58M	2.4B	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.83%	8.72M	5.83B	399.53K	+4.80%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.88%	9.23M	6.18B	-777.97K	-7.78%
Sep 30, 2025	ROYAL BANK OF CANADA	1.97%	20.63M	13.81B	7.32M	+54.98%
Sep 30, 2025	JPMORGAN CHASE & CO	2.12%	22.11M	14.8B	-6.17M	-21.81%
Sep 30, 2025	CREATIVE PLANNING	2.18%	22.74M	15.22B	505.29K	+2.27%
Sep 30, 2025	BLACKROCK, INC.	6.82%	71.3M	47.72B	211.11K	+0.30%
Sep 30, 2025	MARINER, LLC	0.49%	5.14M	3.44B	181.66K	+3.66%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.5%	5.19M	3.47B	111.72K	+2.20%
Sep 30, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	0.5%	5.25M	3.51B	593.83K	+12.75%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.29%	2.99M	1.85B	305.13K	+11.38%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.09%	21.31M	13.23B	-4.01M	-15.83%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.74%	17.71M	10.99B	-51.25K	-0.29%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.63%	16.6M	10.25B	2.32M	+16.23%
Jun 30, 2025	NORTHERN TRUST CORP	0.82%	8.32M	5.16B	305.02K	+3.81%
Jun 30, 2025	CAPULA MANAGEMENT LTD	0.75%	7.66M	4.75B	-7.72M	-50.20%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.75%	7.65M	4.75B	1.06M	+16.15%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.75%	7.65M	4.75B	535.64K	+7.53%
Jun 30, 2025	BLACKROCK, INC.	6.98%	71.09M	44.14B	-499.97K	-0.70%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.19%	32.49M	20.17B	1.19M	+3.81%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.78%	28.37M	17.61B	-7.33M	-20.52%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.51%	15.38M	9.55B	105.1K	+0.69%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.31%	13.35M	8.29B	-136.38K	-1.01%
Jun 30, 2025	ROYAL BANK OF CANADA	1.31%	13.31M	8.26B	199.14K	+1.52%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.98%	10M	6.21B	63.07K	+0.63%
Jun 30, 2025	LPL FINANCIAL LLC	0.91%	9.32M	5.78B	-1.27M	-11.98%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.68%	6.94M	4.31B	-179.55K	-2.52%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.63%	6.46M	4.06B	162.61K	+2.58%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.62%	6.28M	3.9B	-3.03M	-32.51%
Jun 30, 2025	US BANCORP \DE\	0.58%	5.89M	3.66B	-209.77K	-3.44%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.51%	5.21M	3.23B	22.44K	+0.43%
Jun 30, 2025	MARINER, LLC	0.49%	4.96M	3.08B	186.84K	+3.92%
Jun 30, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	0.46%	4.66M	2.89B	-385.38K	-7.64%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.46%	4.65M	2.89B	210.55K	+4.74%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	4.22M	2.62B	24.42K	+0.58%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.4%	4.12M	2.56B	0	0
Jun 30, 2025		0.32%	3.3M	2.05B	739.3K	+28.92%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.32%	3.22M	2B	12.02K	+0.37%
Jun 30, 2025	MICHAEL & SUSAN DELL FOUNDATION	0.31%	3.15M	1.95B	147.1K	+4.91%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.31%	3.13M	1.94B	953.9K	+43.87%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.3%	3.02M	1.88B	-969.15K	-24.26%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	2.86M	1.77B	-103.56K	-3.50%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.27%	2.75M	4.43M	2.74M	+63,164.78%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.26%	2.68M	1.67B	-4.73M	-63.80%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	2.57M	1.59B	5.44K	+0.21%
Jun 30, 2025	JPMORGAN CHASE & CO	2.77%	28.27M	17.55B	4.38M	+18.33%
Jun 30, 2025	CREATIVE PLANNING	2.18%	22.23M	13.8B	398.23K	+1.82%
Jun 30, 2025	MARSHALL WACE, LLP	2.1%	21.42M	13.3B	-2.27M	-9.58%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.3%	3.02M	2.4B	-2.13M	-41.37%
Jun 30, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.35%	3.58M	2.22B	0	0
Jun 30, 2025	CHOATE INVESTMENT ADVISORS	0.26%	2.66M	1.65B	-102.47K	-3.71%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.26%	2.61M	1.62B	45.12K	+1.76%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.23%	2.37M	1.41B	161.18K	+7.29%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.23%	2.31M	1.43B	134.54K	+6.19%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.78%	7.92M	4.92B	362.09K	+4.79%
Jun 30, 2025	CI INVESTMENTS INC.	0.71%	7.28M	4.52B	0	0
Jun 30, 2025	FMR LLC	0.59%	5.97M	3.7B	-146.23K	-2.39%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.5%	5.08M	3.16B	-4.16M	-45.01%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.38%	3.88M	2.41B	201.61K	+5.48%
Jun 30, 2025	MORGAN STANLEY	2.43%	24.76M	15.37T	-1.62M	-6.13%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.06%	10.83M	6.72T	-502.29K	-4.43%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.5%	5.08M	3.15T	-296.82K	-5.52%
Jun 30, 2025	KEDALION CAPITAL MANAGEMENT LLP	0.32%	3.3M	2.05B	739.3K	+28.92%
Jun 30, 2025	UBS GROUP AG	0.3%	3.1M	1.93B	-713.68K	-18.71%
Mar 31, 2025	UBS GROUP AG	0.38%	3.81M	2.14B	-62.65K	-1.62%
Mar 31, 2025	MORGAN STANLEY	2.65%	26.38M	14.82B	-1.52M	-5.44%
Mar 31, 2025	JPMORGAN CHASE & CO	2.4%	23.89M	13.43B	5.71M	+31.39%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.78%	17.76M	9.98B	-95.39K	-0.53%
Mar 31, 2025	CAPULA MANAGEMENT LTD	1.54%	15.38M	8.64B	15.38M	+100.00%
Mar 31, 2025	NISA INVESTMENT ADVISORS, LLC	0.66%	6.59M	3.7B	-3.28M	-33.26%
Mar 31, 2025	ROYAL BANK OF CANADA	1.32%	13.11M	7.37B	-1.03M	-7.31%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.71%	7.11M	4B	1.82M	+34.40%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.63%	6.29M	3.54B	-218.43K	-3.35%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.52%	5.15M	2.89B	2.81M	+120.04%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	4.19M	2.36B	68.3K	+1.66%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.37%	3.68M	2.07B	250.45K	+7.31%
Mar 31, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.36%	3.58M	2.01B	0	0
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.32%	3.21M	1.8B	7.2K	+0.22%
Mar 31, 2025	MARSHALL WACE, LLP	2.38%	23.69M	13.31B	85.21K	+0.36%
Mar 31, 2025	FMR LLC	0.61%	6.11M	3.43B	-755.97K	-11.01%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.14%	31.3M	17.59B	768.62K	+2.52%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.53%	15.27M	8.58B	146.64K	+0.97%
Mar 31, 2025	CREATIVE PLANNING	2.19%	21.83M	12.27B	178.28K	+0.82%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.4%	3.99M	2.24B	-669.14K	-14.35%
Mar 31, 2025	BLACKROCK, INC.	7.19%	71.59M	40.22B	4.54M	+6.77%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.58%	35.69M	20.06B	2.16M	+6.44%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	3.07M	1.73B	2.37M	+340.36%
Mar 31, 2025	MICHAEL & SUSAN DELL FOUNDATION	0.3%	3M	1.68B	1.02M	+51.34%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	2.96M	1.66B	159.61K	+5.70%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.54%	25.31M	14.22B	7.55M	+42.53%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.35%	13.49M	7.58B	-418.15K	-3.01%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.14%	11.33M	6.37B	1.56M	+15.99%
Mar 31, 2025	NORTHERN TRUST CORP	0.8%	8.01M	4.5B	1.32M	+19.69%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.76%	7.56M	4.25B	-541.11K	-6.68%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.74%	7.41M	4.17B	5.76M	+347.80%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.71%	7.12M	4B	-151.71K	-2.09%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.45%	4.44M	2.5B	-1.48M	-25.03%
Mar 31, 2025	CHOATE INVESTMENT ADVISORS	0.28%	2.76M	1.55B	-56.13K	-1.99%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.27%	2.68M	1.51B	22.71K	+0.85%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	1%	9.94M	5.59B	1.07M	+12.07%
Mar 31, 2025	MKP CAPITAL MANAGEMENT, L.L.C.	1%	9.94M	5.58B	9.94M	+100.00%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.52%	5.18M	2.91B	2.63M	+102.78%
Mar 31, 2025	MARINER, LLC	0.48%	4.77M	2.68B	235.26K	+5.19%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.54%	5.37M	3.02B	367.03K	+7.33%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.43%	4.31M	2.42B	-800.52K	-15.67%
Mar 31, 2025	ALBERTA INVESTMENT MANAGEMENT CORP	0.51%	5.04M	2.83B	-617.16K	-10.90%
Mar 31, 2025	US BANCORP \DE\	0.61%	6.1M	3.43B	139.38K	+2.34%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.93%	9.25M	5.2B	-2.36M	-20.36%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.93%	9.31M	5.23B	3.76M	+67.68%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.43%	14.28M	7.97B	2.23M	+18.51%
Mar 31, 2025	NEW VERNON CAPITAL HOLDINGS II LLC	2.49%	24.78M	44.09M	24.73M	+53,779.25%
Mar 31, 2025	LPL FINANCIAL LLC	1.06%	10.58M	5.95B	396.62K	+3.89%
Mar 31, 2025	CI INVESTMENTS INC.	0.73%	7.28M	4.09B	-992.4K	-12.00%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.41%	4.12M	2.31B	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	1.38%	8.6M	4.52B	1.16M	+15.52%
Mar 31, 2024	FIRST HAWAIIAN BANK	0.23%	1.46M	765.67M	-135.39K	-8.51%
Mar 31, 2024	FIDUCIARY TRUST CO	0.24%	1.49M	785.04M	102.08K	+7.34%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.25%	1.58M	830.12M	-2.41M	-60.47%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.26%	1.6M	841.74M	292.24K	+22.33%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.26%	1.64M	860.36M	30.26K	+1.88%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.27%	1.69M	889.41M	31.9K	+1.92%
Mar 31, 2024	BARINGS LLC	0.28%	1.73M	906.98M	-2.22K	-0.13%
Mar 31, 2024	CERITY PARTNERS LLC	0.28%	1.73M	908.88M	17.17K	+1.00%
Mar 31, 2024	FIFTH THIRD BANCORP	0.29%	1.77M	932.23M	-96.97K	-5.19%
Mar 31, 2024	GREENLEAF TRUST	0.29%	1.81M	950.15M	7.51K	+0.42%
Mar 31, 2024	US BANCORP \DE\	1.04%	6.45M	3.39B	-352.98K	-5.19%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.88%	5.47M	2.87B	386.96K	+7.62%
Mar 31, 2024	CHOATE INVESTMENT ADVISORS	0.43%	2.67M	1.4B	240.33K	+9.91%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.42%	2.64M	1.39B	35.23K	+1.35%
Mar 31, 2024	CWM, LLC	0.42%	2.62M	1.37B	-699.26K	-21.10%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.4%	2.5M	1.31B	-2.64M	-51.35%
Mar 31, 2024	BLACKROCK INC.	10.24%	63.64M	33.46B	-5.05M	-7.35%
Mar 31, 2024	M&T BANK CORP	0.23%	1.42M	747.27M	30.48K	+2.19%
Mar 31, 2024	FIL LTD	0.23%	1.41M	741.17B	150.61K	+11.96%
Mar 31, 2024	ALBERTA INVESTMENT MANAGEMENT CORP	0.22%	1.38M	725.19M	-984.1K	-41.64%
Mar 31, 2024	JPMORGAN CHASE & CO	3.24%	20.16M	10.6B	7.62M	+60.70%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.81%	5.06M	2.66B	-769.41K	-13.20%
Mar 31, 2024	CREATIVE PLANNING	3.31%	20.6M	10.83B	492.66K	+2.45%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.78%	23.52M	12.36B	7.95M	+51.07%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	4.78%	29.73M	15.63B	-4.01M	-11.88%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.2%	32.3M	16.98B	988.88K	+3.16%
Mar 31, 2024	NORTHERN TRUST CORP	0.79%	4.93M	2.59B	398.05K	+8.78%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.74%	4.57M	2.4B	619.58K	+15.67%
Mar 31, 2024	MARINER, LLC	0.66%	4.12M	2.17B	247.98K	+6.40%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.63%	3.89M	2.05B	285.69K	+7.92%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.62%	3.88M	2.04B	-8.64M	-69.00%
Mar 31, 2024	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.58%	3.59M	1.89B	-2.5K	-0.07%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.55%	3.4M	1.79B	3.18M	+1,436.05%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.51%	3.18M	1.67B	5.68K	+0.18%
Mar 31, 2024	UBS GROUP AG	0.48%	2.96M	1.56B	-198.46K	-6.28%
Mar 31, 2024	WOLVERINE TRADING, LLC	0.46%	2.85M	1.5B	-3.82M	-57.21%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	2.8M	1.47B	2.8M	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.39%	2.45M	1.29B	-176.48K	-6.72%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.39%	2.4M	1.26B	940.74K	+64.43%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.34%	2.1M	1.1B	-25.24K	-1.19%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.31%	1.95M	1.03B	1.4M	+254.55%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.31%	1.95M	1.02B	-550.72K	-22.03%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.31%	1.93M	1.01B	-436.73K	-18.46%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.31%	1.92M	1.01B	-779.47K	-28.82%
Mar 31, 2024	ALASKA PERMANENT FUND CORP	0.3%	1.84M	965.77M	527K	+40.23%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	3.19%	19.84M	10.43B	1.82M	+10.11%
Mar 31, 2024	MORGAN STANLEY	3.09%	19.21M	10.1B	100.34K	+0.53%
Mar 31, 2024	MARSHALL WACE, LLP	2.69%	16.74M	8.8B	53.6K	+0.32%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.54%	15.8M	8.31B	-388.64K	-2.40%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	2.39%	14.85M	7.81B	231.68K	+1.58%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.16%	13.45M	7.07B	223.57K	+1.69%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.45%	2.77M	1.46B	87.52K	+3.26%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.37%	2.27M	1.2B	3.55K	+0.16%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.36%	2.27M	1.19B	1.18M	+109.39%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.35%	2.2M	1.16B	71.13K	+3.34%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.35%	2.2M	1.15B	2.41K	+0.11%
Mar 31, 2024	FMR LLC	1.52%	9.47M	4.98B	1.36M	+16.82%
Mar 31, 2024	LPL FINANCIAL LLC	1.46%	9.08M	4.77B	-718.6K	-7.33%
Mar 31, 2024	FIRST COMMAND ADVISORY SERVICES, INC.	1.43%	8.89M	4.68B	-30.93K	-0.35%
Mar 31, 2024	CI INVESTMENTS INC.	1.33%	8.27M	4.35B	7.83M	+1,777.41%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.12%	6.96M	3.66B	-88.06K	-1.25%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.1%	6.82M	3.59B	151.85K	+2.28%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.04%	31.31M	14.96B	1.69M	+5.70%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	5.43%	33.73M	16.11B	1.12M	+3.43%
Dec 31, 2023	BLACKROCK INC.	11.05%	68.69M	32.81B	124.91K	+0.18%
Dec 31, 2023		0.37%	2.27M	1.08B	2.27M	+100.00%
Dec 31, 2023	CERITY PARTNERS LLC	0.28%	1.71M	818.37M	239.57K	+16.26%
Dec 31, 2023	BARINGS LLC	0.28%	1.73M	825.06M	-37.44K	-2.12%
Dec 31, 2023	GREENLEAF TRUST	0.29%	1.8M	859.63M	-5.73K	-0.32%
Dec 31, 2023	FIFTH THIRD BANCORP	0.3%	1.87M	893.25M	-20.99K	-1.11%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	2.9%	18.02M	8.61B	6.13M	+51.58%
Dec 31, 2023	MORGAN STANLEY	3.07%	19.11M	9.13B	1.52M	+8.64%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.82%	5.08M	2.43B	237.2K	+4.90%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.83%	5.13M	2.45B	2.62M	+104.58%
Dec 31, 2023	WOLVERINE TRADING, LLC	1.07%	6.67M	3.19B	119.1K	+1.82%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.07%	6.67M	3.19B	424.95K	+6.80%
Dec 31, 2023	US BANCORP \DE\	1.09%	6.8M	3.25B	613.04K	+9.90%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.13%	7.05M	3.36B	572.11K	+8.83%
Dec 31, 2023	ROYAL BANK OF CANADA	1.2%	7.45M	3.56B	228.84K	+3.17%
Dec 31, 2023	FMR LLC	1.3%	8.11M	3.87B	1.03M	+14.55%
Dec 31, 2023	BRIDGEWATER ASSOCIATES, LP	0.34%	2.12M	1.01B	77.66K	+3.80%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.34%	2.13M	1.02B	134.07K	+6.73%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.35%	2.19M	1.05B	71.37K	+3.36%
Dec 31, 2023	ALBERTA INVESTMENT MANAGEMENT CORP	0.38%	2.36M	1.13B	2.36M	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.38%	2.37M	1.13B	200.69K	+9.27%
Dec 31, 2023	CHOATE INVESTMENT ADVISORS	0.39%	2.42M	1.16B	424.19K	+21.20%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.39%	2.43M	1.16B	202.72K	+9.10%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.4%	2.5M	1.19B	192.31K	+8.33%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.42%	2.6M	1.24B	-11.11K	-0.43%
Dec 31, 2023	CREATIVE PLANNING	3.24%	20.11M	93.76M	146.16K	+0.73%
Dec 31, 2023	NORTHERN TRUST CORP	0.73%	4.53M	2.17B	450.51K	+11.03%
Dec 31, 2023	FIRST COMMAND ADVISORY SERVICES, INC.	1.44%	8.93M	4.26B	50.07K	+0.56%
Dec 31, 2023	LPL FINANCIAL LLC	1.58%	9.8M	4.68B	835.24K	+9.32%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.42%	2.63M	1.25B	261.49K	+11.06%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.43%	2.68M	1.28T	108.3K	+4.20%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	2.02%	12.53M	3.4B	9.77M	+353.84%
Dec 31, 2023	JPMORGAN CHASE & CO	2.02%	12.55M	5.99B	-5.34M	-29.87%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.13%	13.22M	6.32B	2.19M	+19.84%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	2.35%	14.62M	6.98B	195.02K	+1.35%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.44%	2.7M	1.29B	-370.67K	-12.05%
Dec 31, 2023	UBS GROUP AG	0.51%	3.16M	1.51B	201.37K	+6.81%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.51%	3.17M	1.52B	10.12K	+0.32%
Dec 31, 2023	CWM, LLC	0.53%	3.31M	1.58B	122K	+3.82%
Dec 31, 2023	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.58%	3.6M	1.72B	0	0
Dec 31, 2023	NATIONAL PENSION SERVICE	0.58%	3.61M	1.72B	491.46K	+15.78%
Dec 31, 2023	MARINER, LLC	0.62%	3.88M	1.85B	153.43K	+4.12%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.64%	3.95M	1.89B	104.16K	+2.71%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.5%	15.57M	7.44B	-1.75M	-10.10%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.64%	3.99M	1.91B	-1.81M	-31.25%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.61%	16.19M	7.73B	393.3K	+2.49%
Dec 31, 2023	MARSHALL WACE, LLP	2.68%	16.69M	7.97B	7.67M	+85.02%

Frequently Asked Questions