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

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

TWO SIGMA INVESTMENTS, LP, in the last quarter, reduced its stake in IWF by -47.32% restricting it's holding to 586.86 thousand shares of worth nearly $274.89M. SYNOVUS FINANCIAL CORP also lessened -0.04% of the IWF shares from its portfolio, reducing its holding to 1.21 million shares of worth $568.71M. CLEARSTEAD ADVISORS, LLC also shunned IWF shares holding by -0.98% last quarter which brought its holding to 552.97 thousand shares worth $259.01M.

Investors who are buying IWF stock?

As per its latest 13F filing, BANK OF NEW YORK MELLON CORP increased its stake in IWF by 1.02% in the last quarter. The institutional holder raised its holding to 1.23 million shares having worth more than $574.20M. MML INVESTORS SERVICES, LLC also added 2.46% more shares of IWF to its portfolio, raising its holding to 511.87 thousand shares of worth $239.76M. 1ST SOURCE BANK also increased its IWF shares holding by 0.8% which brought its holding to 568.1 thousand shares worth $266.10M.

IWF's major insiders: who are they?

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

Did an insider recently sell IWF stock?

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

Which insider recently purchased IWF stock?

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

How much of IWF does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in IWF?

TWO SIGMA INVESTMENTS, LP is the largest institutional owner in IWF which holds 586.86 thousand shares worth $274.89M or 0.21% of the total IWF shares outstanding followed by SYNOVUS FINANCIAL CORP with ownership of 1.21 million shares representing 0.43% of the IWF ownership. BANK OF NEW YORK MELLON CORP is the third largest stakeholder with 1.23 million shares or 0.43% of the ownership worth more than $574.20M.

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

Is there a short position on IWF's shares?

Number of IWF 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 IWF shares are there?

As of today, null shares of IWF are outstanding.

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

IWF 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 IWF is null.

iShares Russell 1000 Growth ETF (IWF) 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. TWO SIGMA INVESTMENTS, LP is the top corporate investor, holding 586.86K shares valued at $274.89M. A 0.21% stake in iShares Russell 1000 Growth ETF is owned by the company. SYNOVUS FINANCIAL CORP owns 1.21M shares valued at $568.71M, which translates its holding of 0.43% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	586.86K	274.89M	-527.24K	-47.32%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.43%	1.21M	568.71M	-461	-0.04%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.43%	1.23M	574.2M	12.34K	+1.02%
Sep 30, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.45%	1.29M	602.95M	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	511.87K	239.76M	12.27K	+2.46%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	552.97K	259.01M	-5.45K	-0.98%
Sep 30, 2025	1ST SOURCE BANK	0.2%	568.1K	266.1M	4.49K	+0.80%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.21%	582.75K	272.96M	-10.32K	-1.74%
Sep 30, 2025	M&T BANK CORP	0.89%	2.53M	1.18B	-30.97K	-1.21%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.1%	3.11M	1.46B	-2.34K	-0.08%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.19%	3.38M	1.58B	-1.85K	-0.05%
Sep 30, 2025	LPL FINANCIAL LLC	1.3%	3.69M	1.73B	202.27K	+5.80%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.83%	5.17M	2.42B	-114.25K	-2.16%
Sep 30, 2025	NORTHERN TRUST CORP	1.93%	5.46M	2.56B	409.42K	+8.11%
Sep 30, 2025	CITIGROUP INC	0.21%	603.27K	282.58M	-62.57K	-9.40%
Sep 30, 2025	NUVEEN, LLC	0.41%	1.16M	544.72M	153.38K	+15.19%
Sep 30, 2025	BLACKROCK, INC.	0.42%	1.18M	552.18M	122.79K	+11.63%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.09%	256.16K	10.48M	241.48K	+1,645.77%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.1%	270.67K	126.78M	-50.75K	-15.79%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	272.94K	127.85M	-2.23K	-0.81%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.1%	274.33K	128.5M	5.87K	+2.19%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.1%	291.46K	136.52M	10.36K	+3.68%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	345.28K	161.73M	109.68K	+46.55%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.12%	346.63K	162.36M	40.88K	+13.37%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.12%	348.83K	163.39M	-5.36K	-1.51%
Sep 30, 2025	OAKWORTH CAPITAL, INC.	0.13%	357.08K	167.26M	2.42K	+0.68%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.13%	362.46K	169.78M	-497	-0.14%
Sep 30, 2025	COMERICA BANK	0.22%	614.88K	288.02M	-36.01K	-5.53%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.13%	366.96K	171.89M	10.38K	+2.91%
Sep 30, 2025	FIFTH THIRD BANCORP	0.14%	390.67K	182.99M	-5.74K	-1.45%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	396.99K	186.69M	-8.61K	-2.12%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.14%	400.45K	187.57M	1.8K	+0.45%
Sep 30, 2025	STALEY CAPITAL ADVISERS INC	0.15%	411.22K	192.62M	-12.94K	-3.05%
Sep 30, 2025	STAIRWAY PARTNERS, LLC	0.15%	423.61K	198.42M	-4.41K	-1.03%
Sep 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0.15%	428.41K	200.67M	36.35K	+9.27%
Sep 30, 2025	COMMERCE BANK	0.16%	462.05K	216.43M	5.97K	+1.31%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	480.06K	223.22M	43.62K	+9.99%
Sep 30, 2025	MARINER, LLC	0.2%	578.77K	271.1M	-673	-0.12%
Sep 30, 2025	CERITY PARTNERS LLC	0.28%	798.38K	373.97M	-86.48K	-9.77%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	888.98K	416.41M	24.17K	+2.80%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.53%	4.34M	2.03B	33.77K	+0.78%
Sep 30, 2025	UBS GROUP AG	2.08%	5.89M	2.76B	-128.23K	-2.13%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.58%	7.3M	3.42B	-2.28M	-23.80%
Sep 30, 2025	JPMORGAN CHASE & CO	2.62%	7.43M	3.48B	209.32K	+2.90%
Sep 30, 2025	FMR LLC	3.1%	8.79M	4.12B	-5.74K	-0.07%
Sep 30, 2025	MORGAN STANLEY	9.55%	27.05M	12.67B	-317.93K	-1.16%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.74%	27.58M	12.92B	-1.64M	-5.61%
Sep 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.32%	913.58K	427.93M	-24.36K	-2.60%
Sep 30, 2025	US BANCORP \DE\	0.33%	941.2K	440.87M	-96.86K	-9.33%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.4%	1.12M	526.19M	-139.38K	-11.04%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.22%	623.54K	292.07M	-6.12K	-0.97%
Sep 30, 2025	CHOREO, LLC	0.23%	640.81K	300.16M	-17.47K	-2.65%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	680.58K	318.79M	6.99K	+1.04%
Sep 30, 2025		0.34%	965.65K	452.32M	965.65K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	1.29M	604.5M	120.07K	+10.26%
Sep 30, 2025	COLONY GROUP, LLC	0.47%	1.32M	620.71M	568K	+75.05%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.5%	1.42M	666.94M	-76.01K	-5.07%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.55%	1.56M	730.37M	285.88K	+22.45%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.17%	489.92K	229.48M	-9.18K	-1.84%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.25%	713.86K	334.38M	21.58K	+3.12%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.27%	755.86K	354.05M	86.03K	+12.84%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	763.35K	357.56M	-11.78K	-1.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	769.36K	350.82M	43.07K	+5.93%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.28%	798.02K	373.8M	779.18K	+4,135.77%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.33%	942.2K	441.33M	134.7K	+16.68%
Sep 30, 2025	ROYAL BANK OF CANADA	0.62%	1.74M	816.13M	67.44K	+4.03%
Sep 30, 2025	SIGNATUREFD, LLC	0.63%	1.79M	838.57M	-9.67K	-0.54%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.67%	1.9M	885.74M	-85.53K	-4.32%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	2M	937.34M	-103.59K	-4.92%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.74%	2.09M	976.65M	-20.55K	-0.98%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.98%	2.76M	1.29B	31.43K	+1.15%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.22%	629.66K	267.34M	-6.22K	-0.98%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.21%	593.07K	251.81M	2.41K	+0.41%
Jun 30, 2025	MARINER, LLC	0.2%	579.44K	246.01M	16K	+2.84%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	558.42K	237.09M	-10.11K	-1.78%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	726.29K	307.92M	95.89K	+15.21%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.2%	3.39M	1.44B	5.17K	+0.15%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.52%	4.31M	1.83B	-80.38K	-1.83%
Jun 30, 2025	NORTHERN TRUST CORP	1.78%	5.05M	2.14B	-60.35K	-1.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.87%	5.29M	2.24B	70.65K	+1.35%
Jun 30, 2025	UBS GROUP AG	2.13%	6.02M	2.56B	-294.33K	-4.66%
Jun 30, 2025	JPMORGAN CHASE & CO	2.55%	7.22M	3.06B	411.17K	+6.04%
Jun 30, 2025	FMR LLC	3.1%	8.79M	3.73B	-669.62K	-7.08%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	10.32%	29.22M	12.41B	-1.23M	-4.03%
Jun 30, 2025	COMERICA BANK	0.23%	650.89K	276.35M	12.49K	+1.96%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	499.6K	212.12M	-52.37K	-9.49%
Jun 30, 2025	BLACKROCK, INC.	0.37%	1.06M	448.38M	-162.91K	-13.36%
Jun 30, 2025		0.36%	1.01M	428.63M	-166.94K	-14.19%
Jun 30, 2025	CERITY PARTNERS LLC	0.31%	884.86K	375.69M	-45.95K	-4.94%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	775.14K	329.11M	-17.13K	-2.16%
Jun 30, 2025	ROYAL BANK OF CANADA	0.59%	1.67M	711.13M	82.9K	+5.21%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.45%	1.27M	540.65M	17.42K	+1.39%
Jun 30, 2025	NUVEEN, LLC	0.36%	1.01M	428.63M	-166.94K	-14.19%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	3.38%	9.58M	4.07T	-108.03K	-1.12%
Jun 30, 2025	MORGAN STANLEY	9.66%	27.37M	11.62T	2.48M	+9.95%
Jun 30, 2025	US BANCORP \DE\	0.37%	1.04M	440.74M	-21.58K	-2.04%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.6%	1.7M	4.02M	1.7M	+42,358.01%
Jun 30, 2025	SIGNATUREFD, LLC	0.64%	1.8M	764.21M	-54.79K	-2.95%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.7%	1.98M	837.61M	-50.23K	-2.47%
Jun 30, 2025	CHURCHILL MANAGEMENT CORP	0.21%	581.38K	246.84M	-801.12K	-57.95%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.24%	669.83K	284.4M	-55.25K	-7.62%
Jun 30, 2025	1ST SOURCE BANK	0.2%	563.61K	239.3M	-11.55K	-2.01%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.41%	1.17M	496.94M	3.28K	+0.28%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.74%	2.11M	893.99M	-35.74K	-1.67%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.53%	1.5M	637.38M	-87.84K	-5.53%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.43%	1.21M	515.23M	-6.93K	-0.57%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.43%	1.21M	515.69M	13.38K	+1.11%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.45%	1.26M	536.13M	-74.46K	-5.57%
Jun 30, 2025	CHOREO, LLC	0.23%	658.28K	279.49M	3.6K	+0.55%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.18%	499.1K	211.91M	-18.75K	-3.62%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.29%	807.5K	342.85M	-58.52K	-6.76%
Jun 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.33%	937.94K	398.23M	-29.49K	-3.05%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.39%	1.11M	473.02M	73.5K	+7.06%
Jun 30, 2025	M&T BANK CORP	0.9%	2.56M	1.09B	27.93K	+1.10%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.96%	2.73M	1.16B	372.06K	+15.78%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.1%	3.11M	1.32B	13.76K	+0.44%
Jun 30, 2025	LPL FINANCIAL LLC	1.23%	3.49M	1.48B	209.34K	+6.38%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	864.8K	367.82M	27.32K	+3.26%
Jun 30, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.45%	1.29M	546.53M	-1.24K	-0.10%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	2.1M	893.62M	-68.57K	-3.15%
Jun 30, 2025	CITIGROUP INC	0.24%	665.84K	282.7M	28.04K	+4.40%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	673.59K	285.99M	27.5K	+4.26%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.24%	692.28K	293.93M	-820.95K	-54.25%
Jun 30, 2025	COLONY GROUP, LLC	0.27%	756.87K	321.35M	-34.34K	-4.34%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.41%	1.17M	421.45M	-3.01K	-0.26%
Mar 31, 2025	BLACKROCK, INC.	0.43%	1.22M	440.15M	139.32K	+12.90%
Mar 31, 2025	NORTHERN TRUST CORP	1.8%	5.11M	1.85B	208.6K	+4.26%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.83%	2.36M	851.35M	3.02K	+0.13%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.43%	1.22M	440.69M	-90.41K	-6.90%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.19%	3.38M	1.22B	-24.73K	-0.73%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	1.59M	573.2M	111.77K	+7.57%
Mar 31, 2025	UBS GROUP AG	2.23%	6.31M	2.28B	116.26K	+1.88%
Mar 31, 2025	FMR LLC	3.34%	9.46M	3.42B	4.43K	+0.05%
Mar 31, 2025	COLONY GROUP, LLC	0.28%	791.21K	285.7M	-13.98K	-1.74%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.28%	786.66K	284.06M	54.77K	+7.48%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	646.09K	233.3M	26.2K	+4.23%
Mar 31, 2025	COMERICA BANK	0.23%	638.4K	230.52M	-12.29K	-1.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.55%	4.39M	1.59B	-124.61K	-2.76%
Mar 31, 2025	LPL FINANCIAL LLC	1.16%	3.28M	1.18B	133.62K	+4.25%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.09%	3.1M	1.12B	-21.26K	-0.68%
Mar 31, 2025	GLOBALT INVESTMENTS LLC / GA	0.34%	967.43K	349.33M	-93.81K	-8.84%
Mar 31, 2025	CERITY PARTNERS LLC	0.33%	930.81K	336.1M	-12.71K	-1.35%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	2.17M	784.75M	75.03K	+3.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	5.21M	1.88B	-168.74K	-3.13%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	792.27K	286.08M	-5.44K	-0.68%
Mar 31, 2025	MORGAN STANLEY	8.79%	24.89M	8.99B	834.27K	+3.47%
Mar 31, 2025	CHOREO, LLC	0.23%	654.67K	236.4M	-21.39K	-3.16%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.22%	635.88K	229.61M	-8.02K	-1.25%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	630.4K	227.71M	31.42K	+5.25%
Mar 31, 2025	WALDRON PRIVATE WEALTH LLC	0.21%	590.66K	213.28M	-711	-0.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	10.75%	30.45M	10.99B	-115.67K	-0.38%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.42%	9.69M	3.5B	68.24K	+0.71%
Mar 31, 2025	M&T BANK CORP	0.89%	2.53M	914.5M	-222.45K	-8.07%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.76%	2.14M	773.21M	-30.25K	-1.39%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.72%	2.03M	733.42M	-47.66K	-2.29%
Mar 31, 2025	SIGNATUREFD, LLC	0.65%	1.85M	669.72M	-212.19K	-10.27%
Mar 31, 2025	ROYAL BANK OF CANADA	0.56%	1.59M	574.86M	-76.57K	-4.59%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.53%	1.51M	546.41M	738.75K	+95.39%
Mar 31, 2025	CHURCHILL MANAGEMENT CORP	0.49%	1.38M	499.21M	-3.55K	-0.26%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.47%	1.34M	482.85M	225	+0.02%
Mar 31, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.46%	1.29M	465.25M	-99	-0.01%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.45%	1.29M	464.29M	973.25K	+311.39%
Mar 31, 2025		0.42%	1.18M	424.81M	1.18M	+100.00%
Mar 31, 2025	US BANCORP \DE\	0.37%	1.06M	382.62M	6.52K	+0.62%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.37%	1.04M	375.75M	82.6K	+8.62%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.31%	866.02K	277.49M	-80.82K	-8.54%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	837.48K	302.41M	83.13K	+11.02%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	0.26%	739.33K	2.05M	-95.33K	-11.42%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.26%	725.07K	261.82M	-106.12K	-12.77%
Mar 31, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.24%	691K	249.51M	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	2.4%	6.81M	2.46B	-310.87K	-4.37%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.44%	1.26M	453.51M	-8.75K	-0.69%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.42%	1.2M	433.72M	-81.57K	-6.36%
Mar 31, 2025	CITIGROUP INC	0.23%	637.8K	230.3M	69.21K	+12.17%
Mar 31, 2024	MORGAN STANLEY	8.55%	24.2M	8.16B	-194.69K	-0.80%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.28%	780.98K	263.21M	-14.85K	-1.87%
Mar 31, 2024	US BANCORP \DE\	0.4%	1.14M	383.16M	1.17K	+0.10%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.81%	2.3M	773.7M	-25.52K	-1.10%
Mar 31, 2024	M&T BANK CORP	0.97%	2.75M	926.81M	269.85K	+10.88%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	626.44K	211.14M	-137.45K	-17.99%
Mar 31, 2024	LPL FINANCIAL LLC	1.01%	2.86M	965.42M	-3.03K	-0.11%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.12%	3.18M	1.07B	61.12K	+1.96%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.48%	4.19M	1.41B	-170.6K	-3.91%
Mar 31, 2024	NORTHERN TRUST CORP	1.54%	4.37M	1.47B	166.63K	+3.97%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.76%	4.98M	1.68B	378.67K	+8.24%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.82%	5.16M	1.74B	-249.75K	-4.61%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	3.51%	9.93M	3.35B	-77.86K	-0.78%
Mar 31, 2024	COMERICA BANK	0.22%	631.22K	212.75M	33.01K	+5.52%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.26%	730.64K	246.26M	-12.65K	-1.70%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.26%	742.33K	250.2M	69.75K	+10.37%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.27%	755.77K	254.73M	-157.66K	-17.26%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.27%	765.85K	258.13M	-16.93K	-2.16%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	10.69%	30.28M	10.21B	-1.96M	-6.08%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.2%	567.41K	191.24M	-5.87K	-1.02%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.2%	571.4K	192.59M	-55.6K	-8.87%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	611.58K	206.14M	7.47K	+1.24%
Mar 31, 2024	CERITY PARTNERS LLC	0.29%	830.95K	279.98M	1.01K	+0.12%
Mar 31, 2024	GLOBALT INVESTMENTS LLC / GA	0.4%	1.14M	383.62M	-19.49K	-1.68%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.46%	1.31M	440.21M	-16.55K	-1.25%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.46%	1.31M	442.34M	1.05M	+409.64%
Mar 31, 2024	CHURCHILL MANAGEMENT CORP	0.48%	1.37M	462.21M	-37.11K	-2.63%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.43%	1.21M	406.45M	44.74K	+3.85%
Mar 31, 2024	CIRCLE WEALTH MANAGEMENT, LLC	0.45%	1.29M	434.25M	1	0.00%
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.46%	1.3M	436.6M	19	0.00%
Mar 31, 2024	FMR LLC	3.54%	10.01M	3.37B	35.45K	+0.36%
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	0.2%	573.94K	193.45M	10.09K	+1.79%
Mar 31, 2024	MARINER, LLC	0.2%	575.58K	194M	17.83K	+3.20%
Mar 31, 2024	1ST SOURCE BANK	0.21%	602.06K	202.92M	-5.44K	-0.90%
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.23%	637.66K	214.92M	-43.79K	-6.43%
Mar 31, 2024	COLONY GROUP, LLC	0.24%	666.94K	224.79M	524.34K	+367.71%
Mar 31, 2024	CITIGROUP INC	0.24%	680.4K	229.33M	2.48K	+0.37%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.25%	694.32K	234.07M	-168.14K	-19.50%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.26%	730.27K	245.99M	66.62K	+10.04%
Mar 31, 2024	BLACKROCK INC.	0.52%	1.48M	500.29M	242.56K	+19.53%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.53%	1.5M	504.69M	65.1K	+4.55%
Mar 31, 2024	SIGNATUREFD, LLC	0.57%	1.61M	542.6M	10.22K	+0.64%
Mar 31, 2024	ROYAL BANK OF CANADA	0.59%	1.67M	563.12M	-176.65K	-9.56%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.65%	1.84M	618.77M	-45.74K	-2.43%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	2.13M	718.51M	2.13M	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.77%	2.17M	731.68M	-54.23K	-2.44%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.78%	2.2M	742.86M	-43.3K	-1.93%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.92%	2.62M	882.88M	-264.02K	-9.16%
Mar 31, 2024	UBS GROUP AG	2.19%	6.2M	2.09B	101.19K	+1.66%
Mar 31, 2024	JPMORGAN CHASE & CO	2.77%	7.85M	2.65B	66.92K	+0.86%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	394.55K	132.98M	-182	-0.05%
Mar 31, 2024	ALERA INVESTMENT ADVISORS, LLC	0.15%	426.5K	143.75M	-44.08K	-9.37%
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.15%	427.31K	144.02M	66K	+18.27%
Mar 31, 2024	STALEY CAPITAL ADVISERS INC	0.15%	431.38K	145.4M	-3.88K	-0.89%
Mar 31, 2024	CREATIVE PLANNING	0.16%	439.91K	148.27M	10.48K	+2.44%
Mar 31, 2024	CHOREO, LLC	0.16%	447.71K	150.9M	10.75K	+2.46%
Mar 31, 2024	FIFTH THIRD BANCORP	0.16%	461.59K	155.58M	-17.65K	-3.68%
Mar 31, 2024	COMMERCE BANK	0.16%	467.11K	157.44M	-14.54K	-3.02%
Mar 31, 2024	REGIONS FINANCIAL CORP	0.17%	494.86K	166.79M	-7.7K	-1.53%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.18%	495.82K	167.12M	-17.56K	-3.42%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS GROUP LLC	0.18%	501.97K	169.19M	3.46K	+0.69%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.41%	1.16M	352.2M	10.23K	+0.89%
Dec 31, 2023	CIRCLE WEALTH MANAGEMENT, LLC	0.45%	1.29M	390.6M	4	0.00%
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.46%	1.3M	392.71M	-1.19M	-47.79%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.1%	3.12M	946.82M	70.28K	+2.30%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.47%	1.32M	400.97M	57.81K	+4.57%
Dec 31, 2023	CHURCHILL MANAGEMENT CORP	0.5%	1.41M	427M	-41.29K	-2.85%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.51%	1.43M	434.23M	55.61K	+4.04%
Dec 31, 2023	SIGNATUREFD, LLC	0.56%	1.6M	484.96M	80.67K	+5.31%
Dec 31, 2023	ROYAL BANK OF CANADA	0.65%	1.85M	560.06M	219.31K	+13.47%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.66%	1.88M	570.44M	412.7K	+28.10%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.79%	2.23M	674.57M	47.26K	+2.17%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.82%	2.32M	703.66M	-48.17K	-2.03%
Dec 31, 2023	M&T BANK CORP	0.88%	2.48M	751.77M	10.5K	+0.43%
Dec 31, 2023	LPL FINANCIAL LLC	1.01%	2.87M	869.3M	142.84K	+5.24%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.02%	2.88M	874.18M	22.91K	+0.80%
Dec 31, 2023	NORTHERN TRUST CORP	1.48%	4.2M	1.27B	157K	+3.88%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.54%	4.36M	1.32B	159.16K	+3.78%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.62%	4.6M	1.39B	3.24M	+237.88%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.91%	5.41M	1.64B	341.41K	+6.73%
Dec 31, 2023	UBS GROUP AG	2.15%	6.1M	1.85B	103.65K	+1.73%
Dec 31, 2023	JPMORGAN CHASE & CO	2.75%	7.78M	2.36B	1.31M	+20.18%
Dec 31, 2023	FMR LLC	3.52%	9.98M	3.02B	-286.51K	-2.79%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	3.53%	10M	3.03B	489.56K	+5.15%
Dec 31, 2023	MORGAN STANLEY	8.61%	24.4M	7.4B	546.1K	+2.29%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	11.39%	32.25M	9.78B	548.03K	+1.73%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.18%	513.38K	155.64M	7.67K	+1.52%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.19%	536.73K	162.72M	31.27K	+6.19%
Dec 31, 2023	MARINER, LLC	0.2%	557.75K	169.09M	16.25K	+3.00%
Dec 31, 2023	JOHNSON FINANCIAL GROUP, INC.	0.2%	563.85K	170.94M	184.76K	+48.74%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.2%	570.55K	172.97M	-3.36K	-0.58%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.2%	573.28K	173.8M	18.03K	+3.25%
Dec 31, 2023	COMERICA BANK	0.21%	598.22K	181.36M	-7.44K	-1.23%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	604.11K	183.15M	-42.2K	-6.53%
Dec 31, 2023	1ST SOURCE BANK	0.21%	607.49K	184.17M	-10.02K	-1.62%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.22%	627K	190.09M	228.2K	+57.22%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.23%	663.65K	201.2M	50.25K	+8.19%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.24%	672.58K	203.91M	-14.68K	-2.14%
Dec 31, 2023	CITIGROUP INC	0.24%	677.93K	205.53M	29.6K	+4.57%
Dec 31, 2023	WALDRON PRIVATE WEALTH LLC	0.24%	681.45K	206.6M	-35.38K	-4.94%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.26%	743.3K	225.34M	18.16K	+2.50%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	763.88K	231.59M	-31.39K	-3.95%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.28%	782.78K	237.32M	8.54K	+1.10%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.28%	795.83K	241.27M	-338.94K	-29.87%
Dec 31, 2023	CERITY PARTNERS LLC	0.29%	829.95K	251.62M	41.9K	+5.32%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.3%	862.46K	261.57M	-317.94K	-26.93%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.32%	913.44K	276.93M	404.47K	+79.47%
Dec 31, 2023	US BANCORP \DE\	0.4%	1.14M	344.29M	-22.74K	-1.96%
Dec 31, 2023		0.41%	1.16M	350.96M	1.16M	+100.00%
Dec 31, 2023	BLACKROCK INC.	0.44%	1.24M	376.46M	-210.57K	-14.50%

Frequently Asked Questions