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

Who are the major shareholders selling iShares Russell 1000 ETF stock?

BAIRD FINANCIAL GROUP, INC., in the last quarter, reduced its stake in IWB by -1.3% restricting it's holding to 229.2 thousand shares of worth nearly $81.72M. MERCER GLOBAL ADVISORS INC /ADV also lessened -0.98% of the IWB shares from its portfolio, reducing its holding to 784.74 thousand shares of worth $279.81M. WELLS FARGO & COMPANY/MN also shunned IWB shares holding by -1.95% last quarter which brought its holding to 1.58 million shares worth $563.34M.

Investors who are buying IWB stock?

As per its latest 13F filing, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO increased its stake in IWB by 4.38% in the last quarter. The institutional holder raised its holding to 1.38 million shares having worth more than $492.09M. JOHNSON INVESTMENT COUNSEL INC also added 1.16% more shares of IWB to its portfolio, raising its holding to 1.42 million shares of worth $506.16M. CATALYST CAPITAL ADVISORS LLC also increased its IWB shares holding by 12.25% which brought its holding to 1.64 million shares worth $585.38M.

IWB's major insiders: who are they?

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

Did an insider recently sell IWB stock?

Company executives, directors, and other insiders own N/A percent of iShares Russell 1000 ETF's stock. Within the last six months, there have been 0 transaction(s) in which IWB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IWB stock?

There have been 0 transaction(s) during the past 6-months in which iShares Russell 1000 ETF insiders have bought stock, totalling 0 shares

How much of IWB does insiders own?

Around 0 iShares Russell 1000 ETF shares are held by insiders, which represents about N/A of IWB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IWB?

BAIRD FINANCIAL GROUP, INC. is the largest institutional owner in IWB which holds 229.2 thousand shares worth $81.72M or 0.18% of the total IWB shares outstanding followed by MERCER GLOBAL ADVISORS INC /ADV with ownership of 784.74 thousand shares representing 0.63% of the IWB ownership. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the third largest stakeholder with 1.38 million shares or 1.1% of the ownership worth more than $492.09M.

Is iShares Russell 1000 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 IWB is concerned, it is a stock which is optionable.

Is there a short position on IWB's shares?

Number of IWB 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 IWB shares are there?

As of today, null shares of IWB are outstanding.

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

IWB 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 IWB is null.

iShares Russell 1000 ETF (IWB) 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. BAIRD FINANCIAL GROUP, INC. is the top corporate investor, holding 229.2K shares valued at $81.72M. A 0.18% stake in iShares Russell 1000 ETF is owned by the company. MERCER GLOBAL ADVISORS INC /ADV owns 784.74K shares valued at $279.81M, which translates its holding of 0.63% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.18%	229.2K	81.72M	-3.03K	-1.30%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.63%	784.74K	279.81M	-7.78K	-0.98%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.1%	1.38M	492.09M	57.86K	+4.38%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	1.13%	1.42M	506.16M	16.28K	+1.16%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.26%	1.58M	563.34M	-31.38K	-1.95%
Mar 31, 2026	BLACKROCK, INC.	1.31%	1.64M	584.2M	-578.72K	-26.10%
Mar 31, 2026	CATALYST CAPITAL ADVISORS LLC	1.31%	1.64M	585.38M	179.13K	+12.25%
Mar 31, 2026	MILLBURN RIDGEFIELD CORP	1.31%	1.64M	585.38M	179.13K	+12.25%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.86%	2.33M	830.62M	32.05K	+1.40%
Mar 31, 2026	LPL FINANCIAL LLC	2.03%	2.54M	904.49M	85.7K	+3.50%
Mar 31, 2026	NORTHERN TRUST CORP	2.12%	2.66M	947.92M	-33.24K	-1.23%
Mar 31, 2026	M&T BANK CORP	2.24%	2.8M	998.16M	-31.61K	-1.12%
Mar 31, 2026	ARBOR INVESTMENT ADVISORS, LLC	0.23%	290.98K	103.75M	-185	-0.06%
Mar 31, 2026	COLONY GROUP, LLC	1.54%	1.93M	689.38M	-22.25K	-1.14%
Mar 31, 2026	MORGAN STANLEY	1.62%	2.03M	723.74M	-60.09K	-2.88%
Mar 31, 2026	FMR LLC	8.03%	10.06M	3.59B	215.62K	+2.19%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	8.35%	10.45M	3.64B	-1.12M	-9.71%
Mar 31, 2026		0.3%	377.75K	133.58M	377.75K	+100.00%
Mar 31, 2026	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.63%	791K	282.04M	0	0
Mar 31, 2026	CERITY PARTNERS LLC	0.64%	800.13K	285.3M	55.09K	+7.39%
Mar 31, 2026	FIFTH THIRD BANCORP	0.68%	849.98K	303.07M	504.05K	+145.71%
Mar 31, 2026	US BANCORP \DE\	0.71%	892.18K	318.12M	116.25K	+14.98%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.89%	1.11M	396.55M	2.52K	+0.23%
Mar 31, 2026	UBS GROUP AG	0.91%	1.14M	405.9M	228.75K	+25.15%
Mar 31, 2026	WASHINGTON TRUST CO	0.15%	189.37K	67.52M	-4.43K	-2.29%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	192.55K	68.65M	-63.86K	-24.91%
Mar 31, 2026	BOK FINANCIAL PRIVATE WEALTH, INC.	0.16%	195.7K	69.78M	-4.49K	-2.24%
Mar 31, 2026	JFS WEALTH ADVISORS, LLC	0.16%	199.37K	71.09M	-3.06K	-1.51%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.16%	200.57K	71.52M	277	+0.14%
Mar 31, 2026	SCHRODER INVESTMENT MANAGEMENT GROUP	0.16%	205.44K	71.22M	44.88K	+27.95%
Mar 31, 2026	BALLENTINE PARTNERS, LLC	0.16%	206.41K	73.6M	-3.41K	-1.62%
Mar 31, 2026	CAPSTONE FINANCIAL ADVISORS, INC.	0.52%	646.32K	230.45M	-2.71K	-0.42%
Mar 31, 2026	MCKINLEY CARTER WEALTH SERVICES, INC.	0.2%	247.3K	88.18M	-5.4K	-2.14%
Mar 31, 2026	WINTHROP ADVISORY GROUP LLC	0.2%	249.44K	88.94M	1.61K	+0.65%
Mar 31, 2026	AMG NATIONAL TRUST BANK	0.21%	260.13K	92.75M	20.26K	+8.45%
Mar 31, 2026	COMMERCE BANK	0.21%	263.86K	94.08M	66.63K	+33.78%
Mar 31, 2026	JOHNS HOPKINS UNIVERSITY	0.21%	264.48K	94.3M	0	0
Mar 31, 2026	LIDO ADVISORS, LLC	0.22%	272.5K	97.16M	-9.38K	-3.33%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.22%	272.51K	97.16M	272.51K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.47%	4.34M	1.55B	-224.7K	-4.92%
Mar 31, 2026	ROYAL BANK OF CANADA	0.3%	377.12K	134.46M	-158.14K	-29.55%
Mar 31, 2026	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.32%	395.33K	140.96M	-13.92K	-3.40%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.34%	429.66K	153.2M	-24.42K	-5.38%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	0.35%	442.56K	157.8M	135.22K	+44.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.38%	479.71K	174.71M	-13.81K	-2.80%
Mar 31, 2026	IEQ CAPITAL, LLC	0.41%	515.29K	183.73M	27.56K	+5.65%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.42%	521.92K	186.1M	66.79K	+14.68%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.42%	524.14K	186.89M	43.79K	+9.12%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.93%	1.17M	416.73M	-215.88K	-15.59%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	1.02%	1.28M	456.33M	114.87K	+9.86%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.12%	5.16M	1.84B	240.7K	+4.90%
Mar 31, 2026	ALLSTATE CORP	0.44%	552.58K	197.03M	-525.59K	-48.75%
Mar 31, 2026	MARINER, LLC	0.46%	580.69K	207.05M	33.87K	+6.19%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.47%	592.07K	211.11M	-39.32K	-6.23%
Mar 31, 2026	CREATIVE PLANNING	0.51%	642.29K	229.02M	-15.05K	-2.29%
Mar 31, 2026	LEGACY WEALTH MANAGEMENT, INC	0.57%	708.2K	252.52M	-2.27K	-0.32%
Mar 31, 2026	JPMORGAN CHASE & CO	1.01%	1.27M	439.04M	-76.44K	-5.69%
Mar 31, 2026	BOKF, NA	1.03%	1.29M	458.9M	-10.13K	-0.78%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	333.63K	117.95M	-174.97K	-34.40%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.27%	341.62K	121.81M	12.3K	+3.74%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.29%	361.08K	128.75M	8.55K	+2.43%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.24%	298.26K	106.35M	-504	-0.17%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.25%	319.02K	113.75M	-7.55K	-2.31%
Mar 31, 2026	HSBC HOLDINGS PLC	0.26%	325.5K	116.06M	3.14K	+0.97%
Mar 31, 2026	MPS LORIA FINANCIAL PLANNERS, LLC	0.27%	340.94K	121.56M	7.39K	+2.21%
Dec 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.4%	499K	186.35M	37K	+8.01%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	508.59K	193M	-15.78K	-3.01%
Dec 31, 2025	COMERICA BANK	0.43%	535.03K	199.8M	420	+0.08%
Dec 31, 2025	ROYAL BANK OF CANADA	0.43%	535.26K	199.89M	-60.45K	-10.15%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	9.24%	11.58M	4.32B	321.45K	+2.86%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.44%	552.05K	206.16M	187.98K	+51.63%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.5%	631.39K	235.79M	7.2K	+1.15%
Dec 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.52%	649.03K	242.37M	-5.38K	-0.82%
Dec 31, 2025	CREATIVE PLANNING	0.52%	657.34K	245.48M	2.08K	+0.32%
Dec 31, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.63%	791K	295.39M	0	0
Dec 31, 2025	WASHINGTON TRUST CO	0.15%	193.81K	72.38M	-1.06K	-0.55%
Dec 31, 2025	ARGENT CAPITAL MANAGEMENT LLC	0.16%	199.09K	74.35M	199.09K	+100.00%
Dec 31, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.16%	200.19K	74.76M	-2.24K	-1.11%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.16%	200.3K	74.8M	-5.85K	-2.84%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.16%	202.43K	75.6M	-173	-0.09%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	204.2K	76.26M	46.83K	+29.76%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.17%	209.81K	78.35M	-2.81K	-1.32%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.26%	329.32K	122.98M	21.74K	+7.07%
Dec 31, 2025	FIFTH THIRD BANCORP	0.28%	345.94K	129.19M	-27.59K	-7.39%
Dec 31, 2025	JPMORGAN CHASE & CO	1.07%	1.34M	501.49M	21.54K	+1.63%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.63%	792.52K	295.96M	2.94K	+0.37%
Dec 31, 2025	UBS GROUP AG	0.73%	909.63K	339.69M	-35.58K	-3.76%
Dec 31, 2025	ALLSTATE CORP	0.86%	1.08M	402.63M	599.76K	+125.36%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.89%	1.11M	414.22M	-55.03K	-4.72%
Dec 31, 2025	COLONY GROUP, LLC	1.56%	1.96M	730.14M	215.46K	+12.38%
Dec 31, 2025		0.47%	592.94K	221.43B	592.94K	+100.00%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.55%	684.34K	256.24M	-51.97K	-7.06%
Dec 31, 2025	BOKF, NA	1.04%	1.3M	484.41M	17.1K	+1.34%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.06%	1.32M	493.78M	-15.31K	-1.14%
Dec 31, 2025	CATALYST CAPITAL ADVISORS LLC	1.17%	1.46M	546.2M	-3.11K	-0.21%
Dec 31, 2025	MILLBURN RIDGEFIELD CORP	1.17%	1.46M	546.2M	-3.11K	-0.21%
Dec 31, 2025	NORTHERN TRUST CORP	2.15%	2.69M	1.01B	-58.43K	-2.12%
Dec 31, 2025	FMR LLC	7.86%	9.84M	3.68B	-131.18K	-1.32%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.93%	1.16M	435.04M	-3.64K	-0.31%
Dec 31, 2025	AMG NATIONAL TRUST BANK	0.19%	239.87K	89.58M	-7.06K	-2.86%
Dec 31, 2025	WINTHROP ADVISORY GROUP LLC	0.2%	247.83K	92.55M	-6.06K	-2.39%
Dec 31, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.2%	252.71K	94.37M	-49.84K	-16.47%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	256.41K	95.75M	58.03K	+29.25%
Dec 31, 2025	LIDO ADVISORS, LLC	0.23%	281.88K	105.05M	162.54K	+136.20%
Dec 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.23%	291.17K	108.73M	-10.46K	-3.47%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.25%	307.34K	114.77M	-159.62K	-34.18%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.26%	326.57K	121.95M	-1.5K	-0.46%
Dec 31, 2025	MARINER, LLC	0.44%	546.82K	204.21M	11.23K	+2.10%
Dec 31, 2025	LEGACY WEALTH MANAGEMENT, INC	0.57%	710.48K	265.32M	-12.12K	-1.68%
Dec 31, 2025	CERITY PARTNERS LLC	0.59%	745.04K	278.23M	-12.48K	-1.65%
Dec 31, 2025	US BANCORP \DE\	0.62%	775.93K	289.77M	24.71K	+3.29%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.11%	1.38M	517.07M	-433.03K	-23.82%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	1.12%	1.4M	524.04M	-23.04K	-1.62%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.29%	1.61M	601.73M	12.81K	+0.80%
Dec 31, 2025	MORGAN STANLEY	1.67%	2.09M	780.44M	-907.91K	-30.29%
Dec 31, 2025	BLACKROCK, INC.	1.77%	2.22M	827.97M	490.97K	+28.44%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.83%	2.3M	857.98M	-61.01K	-2.59%
Dec 31, 2025	LPL FINANCIAL LLC	1.96%	2.45M	915.31M	3.33K	+0.14%
Dec 31, 2025	M&T BANK CORP	2.26%	2.83M	1.06B	-2.75K	-0.10%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.65%	4.57M	1.71B	384.29K	+9.19%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.92%	4.91M	1.84B	505.89K	+11.47%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.14%	179.75K	67.13M	3.77K	+2.14%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	185K	69.09M	1.32K	+0.72%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	186.42K	69.62M	-17.29K	-8.49%
Dec 31, 2025	MPS LORIA FINANCIAL PLANNERS, LLC	0.27%	333.55K	124.56M	-702	-0.21%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.28%	352.53K	131.65M	27.6K	+8.49%
Dec 31, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.33%	409.25K	152.83M	-7.95K	-1.90%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.36%	454.08K	169.57M	36.49K	+8.74%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.36%	455.13K	169.96M	455.13K	+100.00%
Dec 31, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.38%	474.14K	177.06M	424	+0.09%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	480.35K	179.38M	2.98K	+0.62%
Dec 31, 2025	IEQ CAPITAL, LLC	0.39%	487.73K	182.14M	37.63K	+8.36%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.39%	493.51K	184.27M	12.78K	+2.66%
Sep 30, 2025	IEQ CAPITAL, LLC	0.36%	450.1K	164.5M	30.68K	+7.31%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.37%	466.95K	170.66M	-11.91K	-2.49%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.26%	328.07K	119.9M	-3.38K	-1.02%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.93%	1.16M	425.62M	-478	-0.04%
Sep 30, 2025	MORGAN STANLEY	2.39%	3M	1.1B	1.08M	+56.66%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.26%	324.93K	118.76M	56.22K	+20.92%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.29%	364.06K	133.06M	-4.17K	-1.13%
Sep 30, 2025	MPS LORIA FINANCIAL PLANNERS, LLC	0.27%	334.25K	122.16M	1.85K	+0.56%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	1.6M	584.22M	-8.14K	-0.51%
Sep 30, 2025	MILLBURN RIDGEFIELD CORP	1.17%	1.47M	535.69M	-120.93K	-7.62%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	8.99%	11.26M	4.09B	427.74K	+3.95%
Sep 30, 2025	FMR LLC	7.96%	9.98M	3.65B	-158.42K	-1.56%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.52%	4.41M	1.61B	-359.11K	-7.53%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.34%	4.18M	1.53B	-271.2K	-6.09%
Sep 30, 2025	M&T BANK CORP	2.26%	2.83M	1.04B	-90.19K	-3.08%
Sep 30, 2025	NORTHERN TRUST CORP	2.2%	2.75M	1.01B	-1.79K	-0.07%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	1.14%	1.43M	521.29M	21.29K	+1.52%
Sep 30, 2025	JPMORGAN CHASE & CO	1.05%	1.32M	482.93M	-23.33K	-1.73%
Sep 30, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.63%	791K	289.09M	0	0
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.63%	789.58K	288.57M	6.03K	+0.77%
Sep 30, 2025	FIFTH THIRD BANCORP	0.3%	373.52K	136.51M	-14K	-3.61%
Sep 30, 2025		0.29%	365.56K	133.6M	365.56K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.25%	307.58K	112.41M	24.96K	+8.83%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.07%	1.34M	488.85M	-33.33K	-2.43%
Sep 30, 2025	BOKF, NA	1.02%	1.28M	467.83M	-8.92K	-0.69%
Sep 30, 2025	UBS GROUP AG	0.75%	945.21K	345.46M	-50.66K	-5.09%
Sep 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.24%	301.63K	110.24M	-45.05K	-12.99%
Sep 30, 2025	WINTHROP ADVISORY GROUP LLC	0.2%	253.89K	92.79M	-3.22K	-1.25%
Sep 30, 2025	AMG NATIONAL TRUST BANK	0.2%	246.92K	90.25M	-781	-0.32%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	234.43K	85.68M	-1.81K	-0.77%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.17%	212.63K	77.71M	-2.69K	-1.25%
Sep 30, 2025	CITIGROUP INC	0.17%	208.27K	76.12M	151.17K	+264.74%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	203.71K	74.45M	-12.06K	-5.59%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.16%	202.61K	74.05M	-4.17K	-2.02%
Sep 30, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.16%	202.43K	73.98M	-5.91K	-2.83%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	198.38K	72.5M	8.98K	+4.74%
Sep 30, 2025	COMMERCE BANK	0.16%	197.01K	72M	-4.71K	-2.34%
Sep 30, 2025	WASHINGTON TRUST CO	0.16%	194.87K	71.22M	-642	-0.33%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	183.67K	67.13M	-1.86K	-1.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.14%	178.04K	65.07M	-6.8K	-3.68%
Sep 30, 2025	BRIGHTON JONES LLC	0.14%	176.98K	64.68M	-814	-0.46%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.14%	175.98K	64.32M	-2.93K	-1.64%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	175K	63.96M	-1.65K	-0.93%
Sep 30, 2025	FOUNTAINHEAD AM, LLC	0.14%	172.89K	63.19M	-4.53K	-2.55%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.45%	1.82M	664.32M	37.08K	+2.08%
Sep 30, 2025	COLONY GROUP, LLC	1.39%	1.74M	635.85M	805.08K	+86.14%
Sep 30, 2025	BLACKROCK, INC.	1.38%	1.73M	630.88M	68.96K	+4.16%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.5%	624.19K	228.13M	44.66K	+7.71%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.37%	462K	168.85M	77K	+20.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.25%	314.54K	114.96M	-45.5K	-12.64%
Sep 30, 2025	CATALYST CAPITAL ADVISORS LLC	1.17%	1.47M	535.69M	-120.93K	-7.62%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.93%	1.17M	427.1M	-5.28K	-0.45%
Sep 30, 2025	CERITY PARTNERS LLC	0.6%	757.51K	276.85M	8.15K	+1.09%
Sep 30, 2025	US BANCORP \DE\	0.6%	751.22K	274.56M	91.63K	+13.89%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.59%	736.31K	268.85M	177.36K	+31.73%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.33%	417.59K	152.62M	-1.15K	-0.28%
Sep 30, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.33%	417.19K	152.48M	-16.96K	-3.91%
Sep 30, 2025	COMERICA BANK	0.43%	534.61K	195.39M	-18.97K	-3.43%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.42%	524.38K	192.57M	-18.38K	-3.39%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.38%	480.73K	175.68M	27.61K	+6.09%
Sep 30, 2025	ALLSTATE CORP	0.38%	478.42K	174.85M	437.79K	+1,077.75%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.38%	477.37K	174.47M	-19.8K	-3.98%
Sep 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.38%	473.72K	173.13M	7.25K	+1.55%
Sep 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.24%	302.54K	110.57M	-1.26K	-0.42%
Sep 30, 2025	LPL FINANCIAL LLC	1.95%	2.45M	894.58M	19	0.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.88%	2.36M	861.99M	-27.27K	-1.14%
Sep 30, 2025	LEGACY WEALTH MANAGEMENT, INC	0.58%	722.59K	264.09M	-6.26K	-0.86%
Sep 30, 2025	CREATIVE PLANNING	0.52%	655.26K	239.49M	-2.53K	-0.39%
Sep 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.52%	654.42K	239.18M	-6.8K	-1.03%
Sep 30, 2025	ROYAL BANK OF CANADA	0.48%	595.71K	217.72M	181.54K	+43.83%
Sep 30, 2025	MARINER, LLC	0.43%	535.6K	195.75M	-284	-0.05%
Jun 30, 2025	M&T BANK CORP	2.33%	2.92M	992.89M	112.15K	+3.99%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.14%	175.92K	59.74M	2.04K	+1.17%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.14%	174.86K	59.38M	-39.8K	-18.54%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.13%	167.23K	56.79M	-1.55K	-0.92%
Jun 30, 2025	NIXON PEABODY TRUST CO	0.12%	155.92K	52.95M	-20.42K	-11.58%
Jun 30, 2025	JORDAN PARK GROUP LLC	0.12%	155.13K	52.68M	-56.62K	-26.74%
Jun 30, 2025	DAIDO LIFE INSURANCE CO	0.12%	146.15K	49.63M	-217.75K	-59.84%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.11%	143.75K	48.51M	-68.4K	-32.24%
Jun 30, 2025	CHOREO, LLC	0.11%	138.99K	47.2M	-15.38K	-9.96%
Jun 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.11%	138.42K	47M	-3.13K	-2.21%
Jun 30, 2025	JT STRATFORD LLC	0.11%	132.57K	45.02M	13.24K	+11.10%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	123.15K	41.82M	984	+0.81%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	122.24K	42.42M	326	+0.27%
Jun 30, 2025	TRUST CO	0.1%	122.18K	41.49M	19.88K	+19.44%
Jun 30, 2025	BREWSTER FINANCIAL PLANNING LLC	0.1%	119.77K	40.67M	1.05K	+0.88%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.2%	247.71K	84.11M	-857	-0.34%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	236.24K	80.22M	-970	-0.41%
Jun 30, 2025	PARKSIDE ADVISORS LLC	0.18%	221.19K	75.11M	-3.83K	-1.70%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	215.77K	73.27M	-12.63K	-5.53%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	0.17%	215.32K	73.11M	-8.14K	-3.64%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.17%	213.05K	72.34M	-2.27K	-1.05%
Jun 30, 2025	COMMERCE BANK	0.16%	201.72K	68.5M	-1.64K	-0.80%
Jun 30, 2025	WASHINGTON TRUST CO	0.16%	195.51K	66.39M	-3.5K	-1.76%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	185.53K	63B	-588	-0.32%
Jun 30, 2025	BROWN ADVISORY INC	0.15%	185.5K	62.99M	32.27K	+21.06%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.63%	783.55K	266.07M	-227.18K	-22.48%
Jun 30, 2025	CATALYST CAPITAL ADVISORS LLC	1.27%	1.59M	538.78M	-106.97K	-6.32%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.14%	178.91K	60.75M	12.97K	+7.82%
Jun 30, 2025	BRIGHTON JONES LLC	0.14%	177.8K	60.37M	-629	-0.35%
Jun 30, 2025	FOUNTAINHEAD AM, LLC	0.14%	177.42K	60.25M	-2.8K	-1.55%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.56%	4.45M	1.51B	-11.44K	-0.26%
Jun 30, 2025	NORTHERN TRUST CORP	2.2%	2.75M	934.49M	34.48K	+1.27%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.09%	1.37M	465.51M	86.54K	+6.74%
Jun 30, 2025	CREATIVE PLANNING	0.53%	657.8K	223.37M	-9.33K	-1.40%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.45%	558.95K	189.21M	-22.86K	-3.93%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.4%	497.17K	168.83M	11.53K	+2.37%
Jun 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.37%	466.47K	158.4M	450.29K	+2,783.33%
Jun 30, 2025	FIFTH THIRD BANCORP	0.31%	387.52K	131.59M	-384	-0.10%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.31%	385K	130.73M	-564K	-59.43%
Jun 30, 2025	MPS LORIA FINANCIAL PLANNERS, LLC	0.27%	332.4K	112.87M	-9.86K	-2.88%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.26%	331.45K	112.55M	-499	-0.15%
Jun 30, 2025	LPL FINANCIAL LLC	1.95%	2.45M	831.16M	46.56K	+1.94%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.9%	2.39M	810.14M	-33.76K	-1.40%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	1.61M	545.57M	66.41K	+4.31%
Jun 30, 2025	CERITY PARTNERS LLC	0.6%	749.36K	254.46M	11.56K	+1.57%
Jun 30, 2025	LEGACY WEALTH MANAGEMENT, INC	0.58%	728.85K	247.5M	-29.48K	-3.89%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	8.65%	10.83M	3.65B	588.03K	+5.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.33%	414.16K	140.64M	59.55K	+16.79%
Jun 30, 2025	MILLBURN RIDGEFIELD CORP	1.27%	1.59M	538.78M	-106.97K	-6.32%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	1.12%	1.41M	477.11M	44.73K	+3.29%
Jun 30, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.63%	791K	268.6M	0	0
Jun 30, 2025	MORGAN STANLEY	1.53%	1.91M	649.78B	-270.38K	-12.38%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.42%	1.78M	604.63B	-100.33K	-5.33%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.97%	1.21M	317.81K	1.21M	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	1.07%	1.34M	456.61M	65.17K	+5.09%
Jun 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.24%	303.81K	103.16M	54	+0.02%
Jun 30, 2025	CHURCHILL MANAGEMENT CORP	0.64%	798.99K	271.31M	6.16K	+0.78%
Jun 30, 2025	COLONY GROUP, LLC	0.75%	934.67K	317.38M	17.08K	+1.86%
Jun 30, 2025	UBS GROUP AG	0.8%	995.87K	338.17M	20.5K	+2.10%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.93%	1.17M	395.41M	-1.5K	-0.13%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.94%	1.17M	398.61M	-11.92K	-1.00%
Jun 30, 2025		0.97%	1.21M	317.81K	1.21M	+100.00%
Jun 30, 2025	BOKF, NA	1.03%	1.29M	437.7M	20.86K	+1.65%
Jun 30, 2025	BLACKROCK, INC.	1.32%	1.66M	562.74M	-747.63K	-31.09%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.24%	302.12K	32.13M	252.31K	+506.55%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	268.71K	91.24M	-9.63K	-3.46%
Jun 30, 2025	JOHNS HOPKINS UNIVERSITY	0.21%	264.48K	89.81M	-370.45K	-58.35%
Jun 30, 2025	WINTHROP ADVISORY GROUP LLC	0.21%	257.11K	87.31M	26.96K	+11.71%
Jun 30, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.17%	208.34K	70.74M	-11.35K	-5.17%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.17%	206.77K	70.21M	-865	-0.42%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.15%	184.83K	62.76M	4.13K	+2.29%
Jun 30, 2025	FMR LLC	8.09%	10.13M	3.44B	312.15K	+3.18%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.81%	4.77M	1.62B	616.72K	+14.86%
Jun 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.53%	661.22K	224.53M	-5.06K	-0.76%
Jun 30, 2025	US BANCORP \DE\	0.53%	659.59K	223.98M	54.03K	+8.92%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	579.52K	196.79M	-19.62K	-3.27%
Jun 30, 2025	COMERICA BANK	0.44%	553.57K	187.98M	-16.58K	-2.91%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	542.76K	186.56M	205.1K	+60.74%
Jun 30, 2025	MARINER, LLC	0.43%	535.88K	181.97M	27.14K	+5.34%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.38%	478.86K	162.61M	-13.72K	-2.78%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.36%	453.12K	153.87M	-17.54K	-3.73%
Jun 30, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.35%	434.15K	147.42M	-19.69K	-4.34%
Jun 30, 2025	IEQ CAPITAL, LLC	0.33%	419.42K	142.42M	37.78K	+9.90%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.33%	418.74K	142.19M	6.9K	+1.68%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.29%	368.23K	125.04M	-6.62K	-1.77%
Jun 30, 2025	HSBC HOLDINGS PLC	0.29%	360.04K	122.26M	-15.66K	-4.17%
Jun 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.28%	346.68K	117.72M	1.66K	+0.48%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.33%	411.84K	126.33M	-41.05K	-9.06%
Mar 31, 2025	COLONY GROUP, LLC	0.73%	917.59K	281.46M	-818	-0.09%
Mar 31, 2025	CHURCHILL MANAGEMENT CORP	0.63%	792.82K	243.19M	1.89K	+0.24%
Mar 31, 2025	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.63%	791K	242.63M	0	0
Mar 31, 2025	LEGACY WEALTH MANAGEMENT, INC	0.61%	758.33K	232.61M	-19.37K	-2.49%
Mar 31, 2025	CERITY PARTNERS LLC	0.59%	737.8K	226.31M	-252	-0.03%
Mar 31, 2025	JPMORGAN CHASE & CO	1.02%	1.28M	392.48M	15.39K	+1.22%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	599.15K	183.78M	-9.92K	-1.63%
Mar 31, 2025	US BANCORP \DE\	0.48%	605.56K	185.75M	35.1K	+6.15%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.31%	4.15M	1.27B	56.41K	+1.38%
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	354.61K	108.77M	-161.07K	-31.23%
Mar 31, 2025	IEQ CAPITAL, LLC	0.3%	381.64K	117.06M	243.36K	+176.00%
Mar 31, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.36%	453.84K	139.21M	-67.74K	-12.99%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	470.66K	152.44M	-14.29K	-2.95%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	485.64K	148.97M	-745	-0.15%
Mar 31, 2025	MARINER, LLC	0.41%	508.74K	156.05M	2.81K	+0.55%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.46%	581.81K	178.46M	1.79K	+0.31%
Mar 31, 2025	BLACKROCK, INC.	1.92%	2.4M	737.66M	454.92K	+23.33%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.93%	2.42M	742.17M	-17.74K	-0.73%
Mar 31, 2025	NORTHERN TRUST CORP	2.17%	2.72M	833.57M	36K	+1.34%
Mar 31, 2025	M&T BANK CORP	2.25%	2.81M	862.5M	-271.89K	-8.82%
Mar 31, 2025	COMERICA BANK	0.46%	570.15K	174.89M	-5.34K	-0.93%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	8.18%	10.24M	3.12B	499.98K	+5.13%
Mar 31, 2025	JOHNS HOPKINS UNIVERSITY	0.51%	634.93K	194.76M	0	0
Mar 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.53%	666.28K	204.37M	-14.48K	-2.13%
Mar 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.76%	949K	291.1M	0	0
Mar 31, 2025	UBS GROUP AG	0.78%	975.37K	299.18M	10.04K	+1.04%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.5%	1.88M	576.95M	51.48K	+2.81%
Mar 31, 2025	MORGAN STANLEY	1.74%	2.18M	669.89M	-773	-0.04%
Mar 31, 2025	LPL FINANCIAL LLC	1.92%	2.4M	736.52M	-16.55K	-0.68%
Mar 31, 2025	CREATIVE PLANNING	0.53%	667.13K	204.63M	14.48K	+2.22%
Mar 31, 2025	MPS LORIA FINANCIAL PLANNERS, LLC	0.27%	342.26K	104.98M	-35.66K	-9.44%
Mar 31, 2025	ALLSTATE CORP	0.27%	342.64K	105.1M	342.64K	+100.00%
Mar 31, 2025	HSBC HOLDINGS PLC	0.3%	375.7K	115.24M	-2.05K	-0.54%
Mar 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.28%	345.02K	105.83M	-692	-0.20%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.03%	1.28M	393.96M	67.72K	+5.57%
Mar 31, 2025	JOHNSON INVESTMENT COUNSEL INC	1.09%	1.36M	417.26M	31.03K	+2.33%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.23%	1.54M	472.45M	29.01K	+1.92%
Mar 31, 2025	FIFTH THIRD BANCORP	0.31%	387.91K	118.99M	-10.65K	-2.67%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.57%	4.47M	1.37B	-215.78K	-4.61%
Mar 31, 2025	FMR LLC	7.84%	9.82M	3.01B	-22.93K	-0.23%
Mar 31, 2025	MILLBURN RIDGEFIELD CORP	1.35%	1.69M	519.5M	88.44K	+5.51%
Mar 31, 2025	CATALYST CAPITAL ADVISORS LLC	1.35%	1.69M	519.5M	88.44K	+5.51%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.39%	492.58K	151.09M	-9.18K	-1.83%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.93%	1.17M	357.8M	-1.87K	-0.16%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.3%	374.85K	102.09M	-118.71K	-24.05%
Mar 31, 2025	DAIDO LIFE INSURANCE CO	0.29%	363.9K	111.62M	-173.23K	-32.25%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.81%	1.01M	310.03M	235.85K	+30.44%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.95%	1.19M	363.73M	249.47K	+26.64%
Mar 31, 2025	BOKF, NA	1.01%	1.27M	388.98M	25.08K	+2.02%
Mar 31, 2024	WINTHROP ADVISORY GROUP LLC	0.2%	254.79K	73.39M	203K	+391.99%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	6.83%	8.56M	2.47B	178.97K	+2.14%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.29%	360.85K	103.94M	22.72K	+6.72%
Mar 31, 2024	MORGAN STANLEY	2.14%	2.74M	788.86M	376.61K	+15.94%
Mar 31, 2024	M&T BANK CORP	2.56%	3.21M	924.03M	253.38K	+8.58%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.81%	3.6M	1.04B	-167.68K	-4.45%
Mar 31, 2024	FMR LLC	8%	10.24M	2.95B	-205.7K	-1.97%
Mar 31, 2024	ROYAL BANK OF CANADA	0.3%	381.78K	109.96M	-341.49K	-47.21%
Mar 31, 2024	MPS LORIA FINANCIAL PLANNERS, LLC	0.31%	386.12K	111.21M	21.66K	+5.94%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.32%	397.39K	114.21M	-40.95K	-9.34%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.32%	406.29K	117.02M	-67.84K	-14.31%
Mar 31, 2024	FIFTH THIRD BANCORP	0.32%	416K	119.82M	-7.8K	-1.84%
Mar 31, 2024	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.37%	458.39K	132.03M	329	+0.07%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.39%	498.76K	143.74M	-3.27K	-0.65%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.4%	509.59K	146.8M	-22.21K	-4.18%
Mar 31, 2024	MARINER, LLC	0.4%	505.08K	145.48M	-4.18K	-0.82%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.43%	544.52K	156.84M	-24.07K	-4.23%
Mar 31, 2024	US BANCORP \DE\	0.47%	595.4K	171.49M	-2.27K	-0.38%
Mar 31, 2024	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.47%	582.73K	167.84M	5.71K	+0.99%
Mar 31, 2024	CHURCHILL MANAGEMENT CORP	0.6%	751.36K	216.41M	-12.67K	-1.66%
Mar 31, 2024	COLONY GROUP, LLC	0.62%	773.65K	222.84M	151.1K	+24.27%
Mar 31, 2024	LEGACY WEALTH MANAGEMENT, INC	0.63%	788.79K	227.2M	-8.53K	-1.07%
Mar 31, 2024	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.63%	791K	227.83M	0	0
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.65%	813.47K	234.51M	-3.96K	-0.48%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.77%	968.01K	278.81M	144.51K	+17.55%
Mar 31, 2024	DAIDO LIFE INSURANCE CO	0.9%	1.13M	325.59M	0	0
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.92%	1.15M	332.17M	-5.7K	-0.49%
Mar 31, 2024	BOKF, NA	0.92%	1.16M	332.72M	23.9K	+2.11%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.99%	1.26M	363.22M	-36.01K	-2.78%
Mar 31, 2024	JOHNSON INVESTMENT COUNSEL INC	1%	1.25M	360.25M	24.94K	+2.03%
Mar 31, 2024	UBS GROUP AG	1.02%	1.3M	375.65M	352.95K	+37.10%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.12%	1.44M	414.08M	10.39K	+0.73%
Mar 31, 2024	JPMORGAN CHASE & CO	1.17%	1.5M	432.78M	-242.84K	-13.91%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	1.24%	1.55M	445.79M	0	0
Mar 31, 2024	ARBOR INVESTMENT ADVISORS, LLC	0.28%	356.5K	102.68M	-1.76K	-0.49%
Mar 31, 2024	HSBC HOLDINGS PLC	0.29%	374.53K	107.87M	621	+0.17%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.33%	418.57K	120.56M	68.89K	+19.70%
Mar 31, 2024	GEISINGER HEALTH	0.49%	609.98K	103.31M	454.59K	+292.55%
Mar 31, 2024	CREATIVE PLANNING	0.53%	677.25K	195.07M	-2.69K	-0.39%
Mar 31, 2024	COMERICA BANK	0.53%	683.66K	196.91M	-34.91K	-4.86%
Mar 31, 2024	CERITY PARTNERS LLC	0.54%	676.85K	194.95M	-28.31K	-4.01%
Mar 31, 2024	CAPSTONE FINANCIAL ADVISORS, INC.	0.56%	701.25K	201.98M	-5.69K	-0.80%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.57%	707.76K	203.86M	20.03K	+2.91%
Mar 31, 2024	RHUMBLINE ADVISERS	0.58%	739.21K	212.91M	-5.92K	-0.79%
Mar 31, 2024	MILLBURN RIDGEFIELD CORP	1.24%	1.55M	445.79M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	1.81%	2.31M	665.94M	55.85K	+2.48%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.95%	2.5M	720.16M	-55.18K	-2.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.03%	2.6M	748.08M	552.06K	+26.99%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	202.12K	58.22M	-38.97K	-16.17%
Mar 31, 2024	FOUNTAINHEAD AM, LLC	0.16%	205.54K	59.2M	1.82K	+0.89%
Mar 31, 2024	NORTHERN TRUST CORP	2.13%	2.72M	784.73M	-17.03K	-0.62%
Mar 31, 2024	BLACKROCK INC.	3.45%	4.42M	1.27B	402.61K	+10.03%
Mar 31, 2024	WASHINGTON TRUST CO	0.16%	207.76K	59.84M	-7.74K	-3.59%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	0.17%	213.63K	61.53M	3.03K	+1.44%
Mar 31, 2024	MCKINLEY CARTER WEALTH SERVICES, INC.	0.17%	223.59K	64.4M	2.89K	+1.31%
Mar 31, 2024	PARKSIDE ADVISORS LLC	0.18%	225.85K	65.05M	-2.01K	-0.88%
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0.18%	225.94K	65.08M	-5.95K	-2.56%
Mar 31, 2024	BALLENTINE PARTNERS, LLC	0.18%	233.39K	67.22M	1.17K	+0.50%
Mar 31, 2024	BOK FINANCIAL PRIVATE WEALTH, INC.	0.18%	235.15K	67.73M	-7.13K	-2.94%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.19%	242.19K	69.76M	-5.49K	-2.22%
Mar 31, 2024	AMG NATIONAL TRUST BANK	0.2%	258.72K	74.52M	-2.42K	-0.93%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.22%	286.06K	82.53M	-4.37K	-1.50%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.24%	302.07K	87M	-6.88K	-2.23%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.27%	345.21K	99.43M	-84.21K	-19.61%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	3.75%	4.81M	1.38B	292.57K	+6.48%
Dec 31, 2023		0.5%	622.56K	163.27M	622.56K	+100.00%
Dec 31, 2023	CREATIVE PLANNING	0.54%	679.93K	178.32M	33.65K	+5.21%
Dec 31, 2023	US BANCORP \DE\	0.48%	597.68K	156.75M	-9.78K	-1.61%
Dec 31, 2023	RED CEDAR INVESTMENT MANAGEMENT, LLC	0.46%	577.02K	151.33M	-13.85K	-2.34%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	0.45%	568.59K	149.12M	-12.79K	-2.20%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.44%	548.61K	144.02M	-187.13K	-25.43%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.42%	531.79K	139.46M	-102.02K	-16.10%
Dec 31, 2023	MARINER, LLC	0.41%	509.26K	133.56M	1.19K	+0.23%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.4%	502.03K	131.62M	-72.29K	-12.59%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	2.04%	2.56M	670.2M	-47.65K	-1.83%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.29%	366.2K	96.04M	-70.3K	-16.11%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.38%	474.13K	124.35M	67.86K	+16.70%
Dec 31, 2023	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.37%	458.06K	120.13M	-31.91K	-6.51%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.35%	438.34K	114.96M	70.78K	+19.26%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.34%	429.42K	112.62M	-194.22K	-31.14%
Dec 31, 2023	FIFTH THIRD BANCORP	0.34%	423.8K	111.15M	-8.98K	-2.07%
Dec 31, 2023	MPS LORIA FINANCIAL PLANNERS, LLC	0.29%	364.47K	95.58M	-1.1K	-0.30%
Dec 31, 2023	HSBC HOLDINGS PLC	0.3%	373.9K	98.06M	-2.45K	-0.65%
Dec 31, 2023	FMR LLC	8.34%	10.44M	2.74B	24.06K	+0.23%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	6.69%	8.38M	2.2B	227.25K	+2.79%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.6%	4.51M	1.18B	146.97K	+3.37%
Dec 31, 2023	MILLBURN RIDGEFIELD CORP	1.24%	1.55M	405.91M	-80.2K	-4.93%
Dec 31, 2023	RATIONAL ADVISORS LLC	1.24%	1.55M	405.91M	1.55M	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	1.39%	1.75M	457.75M	1.22M	+231.08%
Dec 31, 2023	BLACKROCK INC.	3.21%	4.01M	1.05B	-634.54K	-13.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.01%	3.77M	987.44M	299.48K	+8.64%
Dec 31, 2023	NORTHERN TRUST CORP	2.19%	2.74M	718.98M	-69.69K	-2.48%
Dec 31, 2023	M&T BANK CORP	2.36%	2.95M	774.9M	31.6K	+1.08%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.63%	2.05M	536.36M	-11K	-0.54%
Dec 31, 2023	LPL FINANCIAL LLC	1.8%	2.26M	591.71M	6.29K	+0.28%
Dec 31, 2023	CATALYST CAPITAL ADVISORS LLC	1.24%	1.55M	405.91M	-80.2K	-4.93%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.14%	1.43M	374.31M	30.64K	+2.19%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.04%	1.3M	340.17M	12.36K	+0.96%
Dec 31, 2023	JOHNSON INVESTMENT COUNSEL INC	0.98%	1.23M	321.48M	25.43K	+2.12%
Dec 31, 2023	BOKF, NA	0.91%	1.13M	297.35M	-92.6K	-7.55%
Dec 31, 2023	DAIDO LIFE INSURANCE CO	0.9%	1.13M	296.46M	0	0
Dec 31, 2023	UBS GROUP AG	0.76%	951.25K	249.47M	-117.3K	-10.98%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.66%	823.5K	215.97M	1.78K	+0.22%
Dec 31, 2023	MORGAN STANLEY	1.89%	2.36M	619.51M	-11.42K	-0.48%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.65%	817.44K	214.38M	-15.53K	-1.86%
Dec 31, 2023	LEGACY WEALTH MANAGEMENT, INC	0.64%	797.32K	209.11M	-6.08K	-0.76%
Dec 31, 2023	NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTURAL COOPERATIVES	0.63%	791K	207.45M	-412K	-34.25%
Dec 31, 2023	CHURCHILL MANAGEMENT CORP	0.61%	764.02K	200.37M	-25.04K	-3.17%
Dec 31, 2023	RHUMBLINE ADVISERS	0.59%	745.12K	195.42M	407.81K	+120.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	723.27K	189.69M	173.21K	+31.49%
Dec 31, 2023	COMERICA BANK	0.57%	718.57K	188.45M	1.5K	+0.21%
Dec 31, 2023	CAPSTONE FINANCIAL ADVISORS, INC.	0.56%	706.94K	185.4M	-19.27K	-2.65%
Dec 31, 2023	CERITY PARTNERS LLC	0.56%	705.16K	184.94M	111.2K	+18.72%

Frequently Asked Questions