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

Who are the major shareholders selling iShares Global Healthcare ETF stock?

MAROTTA ASSET MANAGEMENT, in the last quarter, reduced its stake in IXJ by -1.84% restricting it's holding to 19.65 thousand shares of worth nearly $1.91M. CLARITY WEALTH ADVISORS, LLC also lessened -10.53% of the IXJ shares from its portfolio, reducing its holding to 27.45 thousand shares of worth $2.67M. TRUIST FINANCIAL CORP also shunned IXJ shares holding by -0.8% last quarter which brought its holding to 25.98 thousand shares worth $2.53M.

Investors who are buying IXJ stock?

As per its latest 13F filing, PRIVATE ADVISOR GROUP, LLC increased its stake in IXJ by 8.85% in the last quarter. The institutional holder raised its holding to 19.01 thousand shares having worth more than $1.85M. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC also added 2.06% more shares of IXJ to its portfolio, raising its holding to 19.24 thousand shares of worth $1.87M. ADVISOR GROUP HOLDINGS, INC. also increased its IXJ shares holding by 2.52% which brought its holding to 38.48 thousand shares worth $3.75M.

IXJ's major insiders: who are they?

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

Did an insider recently sell IXJ stock?

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

Which insider recently purchased IXJ stock?

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

How much of IXJ does insiders own?

Around 0 iShares Global Healthcare ETF shares are held by insiders, which represents about N/A of IXJ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IXJ?

PRIVATE ADVISOR GROUP, LLC is the largest institutional owner in IXJ which holds 19.01 thousand shares worth $1.85M or 0.05% of the total IXJ shares outstanding followed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC with ownership of 19.24 thousand shares representing 0.05% of the IXJ ownership. MAROTTA ASSET MANAGEMENT is the third largest stakeholder with 19.65 thousand shares or 0.05% of the ownership worth more than $1.91M.

Is iShares Global Healthcare 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 IXJ is concerned, it is a stock which is optionable.

Is there a short position on IXJ's shares?

Number of IXJ 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 IXJ shares are there?

As of today, null shares of IXJ are outstanding.

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

IXJ 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 IXJ is null.

iShares Global Healthcare ETF (IXJ) 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. PRIVATE ADVISOR GROUP, LLC is the top corporate investor, holding 19.01K shares valued at $1.85M. A 0.05% stake in iShares Global Healthcare ETF is owned by the company. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC owns 19.24K shares valued at $1.87M, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	19.01K	1.85M	1.55K	+8.85%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.05%	19.24K	1.87M	388	+2.06%
Dec 31, 2025	MAROTTA ASSET MANAGEMENT	0.05%	19.65K	1.91M	-368	-1.84%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	38.48K	3.75M	947	+2.52%
Dec 31, 2025		0.08%	29.31K	29.31M	29.31K	+100.00%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.08%	29.17K	2.84M	29.17K	+100.00%
Dec 31, 2025	CLARITY WEALTH ADVISORS, LLC	0.08%	27.45K	2.67M	-3.23K	-10.53%
Dec 31, 2025	CRESCENT GROVE ADVISORS, LLC	0.04%	15.94K	1.55M	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	15.99K	1.56M	13.63K	+578.07%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.06%	19.96K	1.94M	289	+1.47%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.06%	19.96K	1.94M	19.96K	+100.00%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.06%	20.52K	2M	601	+3.02%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.07%	25.8K	2.51M	22K	+578.51%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.07%	25.98K	2.53M	-209	-0.80%
Dec 31, 2025	VONTOBEL HOLDING LTD.	0.07%	26.7K	2.6M	26.7K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.6%	215.64K	21M	-34.7K	-13.86%
Dec 31, 2025	CITADEL ADVISORS LLC	0.14%	48.83K	4.76M	12.93K	+36.01%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.12%	43.85K	4.27M	-9.17K	-17.30%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	33.64K	3.28M	-1.5K	-4.27%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	233.16K	22.71M	-3.36K	-1.42%
Dec 31, 2025	UBS GROUP AG	0.75%	267.52K	26.06M	1.32K	+0.50%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.81%	289.5K	28.2M	-3.49K	-1.19%
Dec 31, 2025	MORGAN STANLEY	1.18%	421.93K	41.1M	-16.28K	-3.72%
Dec 31, 2025	JPMORGAN CHASE & CO	1.32%	474.82K	46.25M	-22.05K	-4.44%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	6.75%	2.42M	235.73M	24.16K	+1.01%
Dec 31, 2025	ANSON CAPITAL, INC.	0.04%	13.15K	1.28M	13.15K	+100.00%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.04%	14.37K	1.4M	-5.2K	-26.57%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.04%	14.71K	1.43M	-985	-6.28%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	22.41%	8.03M	782.38M	592.68K	+7.97%
Dec 31, 2025	BLACKROCK, INC.	39.63%	14.21M	1.38B	247.04K	+1.77%
Dec 31, 2025	PHOENIX HOLDINGS LTD.	5.93%	2.12M	206.95M	925.5K	+77.17%
Dec 31, 2025	RATHBONES GROUP PLC	0.07%	25.46K	2.48M	1.85K	+7.84%
Dec 31, 2025	FCA CORP /TX	0.14%	50.73K	4.94M	-4.37K	-7.93%
Dec 31, 2025	MAREX GROUP PLC	0.08%	27.04K	2.63M	27.04K	+100.00%
Dec 31, 2025	CREATIVE PLANNING	0.09%	30.51K	2.97M	-9.73K	-24.18%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.1%	34.84K	3.39M	-1.53K	-4.22%
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	36.32K	3.54M	-64.31K	-63.91%
Dec 31, 2025	FIL LTD	0.1%	36.36K	3.55M	-5.88K	-13.92%
Dec 31, 2025	HAMILTON WEALTH, LLC	0.27%	95.8K	9.33M	46.27K	+93.42%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.3%	106.07K	10.33M	2.29K	+2.20%
Dec 31, 2025	LEO WEALTH, LLC	0.41%	146.8K	14.3M	54.52K	+59.08%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	158.33K	15.42M	3.47K	+2.24%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	22.24K	2.17M	-3.97K	-15.13%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	23.39K	2.28M	5.67K	+31.97%
Dec 31, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.05%	16.28K	1.59M	-1.9K	-10.43%
Dec 31, 2025	INVST, LLC	0.05%	16.45K	1.6M	-73	-0.44%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.05%	16.64K	1.62M	16.28K	+4,521.94%
Dec 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.05%	17.47K	1.7M	17.47K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	17.86K	1.74M	1.07K	+6.37%
Dec 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	3.58%	1.28M	125.09M	-24.16K	-1.85%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.12%	44.6K	4.34M	6.9K	+18.30%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.13%	45.74K	4.45M	-1.37K	-2.90%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	46.14K	4.49M	7.32K	+18.85%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.15%	52.1K	5.07M	-16.24K	-23.76%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	54.92K	5.35M	-33.05K	-37.57%
Dec 31, 2025	BANCO SANTANDER, S.A.	0.19%	68.91K	6.71M	6.37K	+10.19%
Dec 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.24%	87K	8.47M	17.69K	+25.52%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	134.31K	13.08M	-3.25K	-2.36%
Dec 31, 2025	LPL FINANCIAL LLC	0.41%	146.57K	14.28M	4.17K	+2.93%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.41%	863.62K	84.13M	-12.06K	-1.38%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	106.95K	10.42M	17.34K	+19.36%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.64%	231.14K	22.51M	19.03K	+8.97%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	18.21K	1.77M	-2.52K	-12.16%
Dec 31, 2025	ROYAL FUND MANAGEMENT, LLC	0.26%	92.86K	9.05M	92.86K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.12%	43.85K	4.27M	-6.01K	-12.06%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.12%	42.31K	4.12M	42.31K	+100.00%
Dec 31, 2025	TRANSATLANTIQUE PRIVATE WEALTH LLC	0.11%	39.72K	3.87M	6.25K	+18.67%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.05%	18.95K	1.85M	-422	-2.18%
Sep 30, 2025	CITADEL ADVISORS LLC	0.1%	35.9K	3.18M	-7.35K	-16.99%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	37.54K	3.29M	5.17K	+15.96%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.11%	37.7K	3.34M	-10.8K	-22.27%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	38.82K	3.44M	1.72K	+4.64%
Sep 30, 2025	FIL LTD	0.12%	42.25K	3.74M	-4.88K	-10.35%
Sep 30, 2025	HAMILTON WEALTH, LLC	0.14%	49.53K	4.39M	49.53K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.14%	49.86K	4.42M	-4.61K	-8.46%
Sep 30, 2025	BANCO SANTANDER, S.A.	0.17%	62.54K	5.54M	-3.71K	-5.60%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.19%	68.34K	6.06M	-16.95K	-19.88%
Sep 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.19%	69.32K	6.14M	69.32K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.05%	19.38K	1.72M	1.53K	+8.57%
Sep 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.03%	9.06K	802.82K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	9.06K	803.07K	-350	-3.72%
Sep 30, 2025	LEO WEALTH, LLC	0.26%	92.28K	8.18M	-47.89K	-34.17%
Sep 30, 2025	JANE STREET GROUP, LLC	0.28%	100.63K	8.92M	57.5K	+133.30%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.29%	103.79K	9.2M	9.27K	+9.80%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.59%	212.1K	18.8M	-7.15K	-3.26%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.68%	2.4M	212.34M	-143.6K	-5.65%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	17.72K	1.57M	-10.11K	-36.32%
Sep 30, 2025	PARTNERS WEALTH MANAGEMENT, LLC	0.03%	10.03K	888.77K	-518	-4.91%
Sep 30, 2025	CWM, LLC	0.03%	10.07K	892K	-249	-2.41%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	17.77K	1.57M	1.07K	+6.39%
Sep 30, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.05%	18.17K	1.61M	-1.26K	-6.46%
Sep 30, 2025	BARCLAYS PLC	0.32%	115.76K	10.26M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	154.87K	13.72M	1.87K	+1.22%
Sep 30, 2025	ROYAL BANK OF CANADA	0.7%	250.34K	22.18M	-25.74K	-9.32%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.82%	292.99K	25.96M	-21.96K	-6.97%
Sep 30, 2025	MORGAN STANLEY	1.22%	438.21K	38.83M	-85.37K	-16.31%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.44%	875.68K	77.61M	-39.49K	-4.31%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.05%	19.67K	1.74M	18.9K	+2,447.67%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.06%	19.92K	1.76M	-51	-0.26%
Sep 30, 2025	MAROTTA ASSET MANAGEMENT	0.06%	20.02K	1.84M	-754	-3.63%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	20.73K	1.84M	-426	-2.01%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.07%	26.19K	2.32M	1.57K	+6.36%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	11K	975.09K	-554	-4.79%
Sep 30, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.03%	11.7K	1.04M	0	0
Sep 30, 2025	IPSEN ADVISOR GROUP LLC	0.03%	12.47K	1.1M	523	+4.38%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	20.75%	7.44M	659.33M	536.13K	+7.77%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	236.51K	20.96M	-727	-0.31%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.1%	36.37K	3.22M	1.66K	+4.77%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	12.52K	1.08M	1.77K	+16.49%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.04%	12.65K	1.12M	-74	-0.58%
Sep 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	3.65%	1.31M	117.35M	-40.78K	-3.02%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	3.35%	1.2M	106.28M	-19	0.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	35.14K	3.11M	-777	-2.16%
Sep 30, 2025	CLARITY WEALTH ADVISORS, LLC	0.09%	30.68K	2.72M	-6.03K	-16.42%
Sep 30, 2025	ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD	0.04%	12.68K	1.12M	0	0
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.04%	12.78K	1.13M	-69	-0.54%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.04%	13.16K	1.17M	-4.11K	-23.81%
Sep 30, 2025	FMR LLC	0.04%	13.81K	1.22M	47	+0.34%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.04%	14.11K	1.25M	91	+0.65%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.04%	15.69K	1.39M	0	0
Sep 30, 2025	TRANSATLANTIQUE PRIVATE WEALTH LLC	0.09%	33.47K	2.97M	2.41K	+7.77%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.25%	87.97K	7.8M	0	0
Sep 30, 2025	RATHBONES GROUP PLC	0.07%	23.61K	2.09M	-2.42K	-9.28%
Sep 30, 2025	JPMORGAN CHASE & CO	1.39%	496.86K	44.03M	-29.3K	-5.57%
Sep 30, 2025	UBS GROUP AG	0.74%	266.2K	23.59M	-8.95K	-3.25%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.04%	15.76K	1.4M	-760	-4.60%
Sep 30, 2025	CRESCENT GROVE ADVISORS, LLC	0.04%	15.94K	1.41M	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	16.79K	1.49M	11.14K	+196.92%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	17.46K	1.55M	1.83K	+11.72%
Sep 30, 2025	BLACKROCK, INC.	38.94%	13.96M	1.24B	-92.69K	-0.66%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.15%	52.07K	4.61M	52.07K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	53.02K	4.7M	17.66K	+49.95%
Sep 30, 2025	FCA CORP /TX	0.15%	55.1K	4.88M	1.16K	+2.15%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.05%	19.57K	1.73M	-1K	-4.87%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.05%	18.85K	1.67M	-674	-3.45%
Sep 30, 2025	CREATIVE PLANNING	0.11%	40.24K	3.57M	-1.81K	-4.29%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	89.6K	7.94M	3.96K	+4.62%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	26.2K	2.32M	12.39K	+89.64%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.13%	47.11K	4.17M	-40.47K	-46.21%
Sep 30, 2025	APEXIUM FINANCIAL, LP	0.12%	41.75K	3.7M	-375	-0.89%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.38%	137.56K	12.19M	6.44K	+4.91%
Sep 30, 2025	LPL FINANCIAL LLC	0.4%	142.4K	12.62M	11.92K	+9.14%
Jun 30, 2025	FAMILY FIRM, INC.	0.06%	22.38K	1.93M	955	+4.46%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	16.7K	1.44M	-6.12K	-26.81%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.25%	87.97K	7.57M	-8.59K	-8.90%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.24%	85.29K	7.34M	-6.76K	-7.34%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.04%	15.55K	1.34M	-3.64K	-18.97%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	12.57K	1.08M	-480	-3.68%
Jun 30, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.03%	11.7K	1.01M	-16	-0.14%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	11.56K	994.94K	921	+8.66%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	11.12K	957.41K	11.12K	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.32%	115.76K	9.97M	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.26%	94.52K	8.14M	-17.33K	-15.49%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.24%	87.57K	7.54M	-14.87K	-14.52%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	85.65K	7.37M	-8.88K	-9.39%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.19%	67.07K	5.77M	646	+0.97%
Jun 30, 2025	BANCO SANTANDER, S.A.	0.18%	66.25K	5.7M	280	+0.42%
Jun 30, 2025	CITIGROUP INC	0.15%	54.47K	4.69M	-276	-0.50%
Jun 30, 2025	FCA CORP /TX	0.15%	53.94K	4.64M	724	+1.36%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.14%	48.5K	4.18M	-1.75K	-3.48%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.06%	19.97K	1.72M	-4.81K	-19.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.61%	219.25K	18.88M	-25.64K	-10.47%
Jun 30, 2025	FIL LTD	0.13%	47.12K	4.06M	66	+0.14%
Jun 30, 2025	APEXIUM FINANCIAL, LP	0.12%	42.13K	3.63M	-307	-0.72%
Jun 30, 2025	CREATIVE PLANNING	0.12%	42.05K	3.62M	-201	-0.48%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	27.83K	2.4M	6.42K	+29.97%
Jun 30, 2025	RATHBONES GROUP PLC	0.07%	26.02K	2.24M	3.6K	+16.05%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	32.37K	2.79M	7.01K	+27.66%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	21.15K	1.82M	4.03K	+23.53%
Jun 30, 2025	MAROTTA ASSET MANAGEMENT	0.06%	20.77K	1.79M	-2.55K	-10.92%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.05%	19.53K	1.68M	-398	-2.00%
Jun 30, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.05%	19.43K	1.67M	150	+0.78%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.27K	1.49M	-466	-2.63%
Jun 30, 2025	ACCESS FINANCIAL SERVICES, INC.	0.07%	25.08K	2.16M	231	+0.93%
Jun 30, 2025	PHOENIX HOLDINGS LTD.	3.35%	1.2M	103.25M	-60	-0.01%
Jun 30, 2025	CITADEL ADVISORS LLC	0.12%	43.25K	3.72B	43.25K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.1%	35.36K	3.04B	13.13K	+59.10%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.55%	915.17K	78.79M	898.89K	+5,522.47%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.08%	2.54M	218.64M	150.77K	+6.31%
Jun 30, 2025	JPMORGAN CHASE & CO	1.47%	526.16K	45.3M	-3.58K	-0.68%
Jun 30, 2025	UBS GROUP AG	0.77%	275.15K	23.69M	-29.37K	-9.65%
Jun 30, 2025	LEO WEALTH, LLC	0.39%	140.17K	12.08M	48.19K	+52.40%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	37.1K	3.19M	705	+1.94%
Jun 30, 2025	BLACKROCK, INC.	39.2%	14.05M	1.21B	-177.89K	-1.25%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	19.26%	6.9M	594.35M	-390.06K	-5.35%
Jun 30, 2025	MORGAN STANLEY	1.46%	523.58K	45.08B	32.67K	+6.66%
Jun 30, 2025	ROYAL BANK OF CANADA	0.77%	276.07K	23.77M	15.36K	+5.89%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.06%	20.57K	1.77M	-274	-1.31%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.05%	16.52K	1.42M	1.02K	+6.59%
Jun 30, 2025	CRESCENT GROVE ADVISORS, LLC	0.04%	15.94K	1.37M	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.04%	15.69K	1.35M	-1.64K	-9.44%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	15.63K	1.35M	7.49K	+91.98%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.04%	15.06K	1.3M	-507	-3.26%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	14.73K	1.27M	-1.52K	-9.37%
Jun 30, 2025	FMR LLC	0.04%	13.76K	1.18B	-150	-1.08%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	13.36K	1.15M	995	+8.05%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	12.95K	1.11M	129	+1.01%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.04%	12.85K	1.11M	1.76K	+15.91%
Jun 30, 2025	ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD	0.04%	12.68K	1.09M	0	0
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.04%	12.61K	1.09M	12.61K	+100.00%
Jun 30, 2025	IPSEN ADVISOR GROUP LLC	0.03%	11.94K	1.03M	590	+5.20%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.03%	11.09K	954.82K	-5.15K	-31.71%
Jun 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	3.76%	1.35M	116.15M	132.28K	+10.87%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	237.24K	20.42M	13.58K	+6.07%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.37%	131.12K	11.29M	2.69K	+2.10%
Jun 30, 2025	JANE STREET GROUP, LLC	0.12%	43.13K	3.71M	-56.98K	-56.92%
Jun 30, 2025	CLARITY WEALTH ADVISORS, LLC	0.1%	36.71K	3.16M	-2.2K	-5.65%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.88%	314.95K	27.11M	20.36K	+6.91%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	153K	13.17M	-3.76K	-2.40%
Jun 30, 2025	LPL FINANCIAL LLC	0.36%	130.48K	11.23M	-13.08K	-9.11%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	35.92K	3.09M	-699	-1.91%
Jun 30, 2025	TRANSATLANTIQUE PRIVATE WEALTH LLC	0.09%	31.06K	2.67M	1.98K	+6.81%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.07%	24.62K	2.12M	12.05K	+95.90%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.05%	17.85K	1.54M	3.1K	+21.04%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.14%	50.25K	4.56M	0	0
Mar 31, 2025	FCA CORP /TX	0.15%	53.21K	4.85M	-636	-1.18%
Mar 31, 2025	CREATIVE PLANNING	0.12%	42.25K	3.85M	6.01K	+16.58%
Mar 31, 2025	RATHBONES GROUP PLC	0.06%	22.42K	2.05M	3.4K	+17.87%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.66%	2.39M	217.87M	-168K	-6.57%
Mar 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	3.39%	1.22M	110.98M	-40.79K	-3.24%
Mar 31, 2025	JPMORGAN CHASE & CO	1.48%	529.74K	48.31M	-39.79K	-6.99%
Mar 31, 2025	MORGAN STANLEY	1.37%	490.91K	44.77M	11.03K	+2.30%
Mar 31, 2025	BARCLAYS PLC	0.32%	115.76K	10.56M	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.27%	96.56K	8.81M	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	94.53K	8.62M	-1.26K	-1.31%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.26%	92.05K	8.39M	12.53K	+15.76%
Mar 31, 2025	LEO WEALTH, LLC	0.26%	91.98K	8.39M	22.2K	+31.82%
Mar 31, 2025	ROYAL FUND MANAGEMENT, LLC	0.22%	79.72K	7.28M	321	+0.40%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.19%	66.42K	6.06M	-4.65K	-6.54%
Mar 31, 2025	APEXIUM FINANCIAL, LP	0.12%	42.43K	3.87M	833	+2.00%
Mar 31, 2025	PHOENIX HOLDINGS LTD.	3.35%	1.2M	109.38M	-60	-0.01%
Mar 31, 2025	UBS GROUP AG	0.85%	304.52K	27.77M	15.36K	+5.31%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.36%	128.43K	11.71M	-1.01K	-0.78%
Mar 31, 2025	BANCO SANTANDER, S.A.	0.18%	65.97K	6.02M	16.23K	+32.64%
Mar 31, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.05%	19.28K	1.76M	-607	-3.05%
Mar 31, 2025	LPL FINANCIAL LLC	0.4%	143.56K	13.09M	-2.2K	-1.51%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.31%	111.85K	10.2M	-1.22K	-1.08%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.29%	102.45K	9.34M	2.83K	+2.84%
Mar 31, 2025	JANE STREET GROUP, LLC	0.28%	100.11K	9.13M	-177.61K	-63.95%
Mar 31, 2025	FIL LTD	0.13%	47.06K	4.29M	-3.56K	-7.03%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	22.22K	2.03M	-4.44K	-16.65%
Mar 31, 2025	BLACKROCK, INC.	39.7%	14.23M	1.3B	-150.86K	-1.05%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	20.35%	7.29M	665.2M	1.91M	+35.51%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.82%	294.59K	26.87M	-79.36K	-21.22%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.07%	24.78K	2.26M	948	+3.98%
Mar 31, 2025	MAROTTA ASSET MANAGEMENT	0.07%	23.32K	2.29M	746	+3.31%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.06%	19.92K	1.82M	0	0
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.05%	19.66K	1.79M	19.66K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.73%	260.71K	23.78M	7.35K	+2.90%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.68%	244.89K	22.33M	2.14K	+0.88%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.62%	223.66K	20.4M	-8.99K	-3.86%
Mar 31, 2025	CLARITY WEALTH ADVISORS, LLC	0.11%	38.91K	3.55M	-4.56K	-10.49%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	36.4K	3.32M	860	+2.42%
Mar 31, 2025	TRANSATLANTIQUE PRIVATE WEALTH LLC	0.08%	29.08K	2.65M	-3.41K	-10.49%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	25.36K	2.31M	869	+3.55%
Mar 31, 2025	ACCESS FINANCIAL SERVICES, INC.	0.07%	24.85K	2.27M	24.85K	+100.00%
Mar 31, 2025	FAMILY FIRM, INC.	0.06%	21.43K	1.95M	483	+2.31%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	21.41K	1.95M	558	+2.68%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.06%	20.84K	1.9M	2.12K	+11.31%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.06%	20.1K	1.83M	806	+4.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	156.76K	14.3M	2.26K	+1.46%
Mar 31, 2025	CITIGROUP INC	0.15%	54.75K	4.99M	-16.21K	-22.85%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	36.61K	3.34M	-3.15K	-7.91%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.06%	22.82K	2.08M	3.49K	+18.04%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.31%	110.71K	10.31M	-393.68K	-78.05%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.77%	276.58K	25.76M	-8.79K	-3.08%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.08%	28.89K	2.69M	197	+0.69%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	31.8K	2.96M	-7.23K	-18.53%
Mar 31, 2024	ELDRIDGE INVESTMENT ADVISORS, INC.	0.14%	49.76K	4.64M	18.24K	+57.86%
Mar 31, 2024	FCA CORP /TX	0.14%	51.57K	4.8M	-86	-0.17%
Mar 31, 2024	FIL LTD	0.14%	51.86K	4.84M	-2.8K	-5.13%
Mar 31, 2024	GREENWOOD CAPITAL ASSOCIATES LLC	0.15%	52.61K	4.9M	521	+1.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.16%	57.16K	5.32M	6.5K	+12.84%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	58.1K	5.41M	-7.02K	-10.78%
Mar 31, 2024	CITIGROUP INC	0.16%	58.28K	5.43M	-2.8K	-4.58%
Mar 31, 2024	CLARITY WEALTH ADVISORS, LLC	0.17%	59.33K	5.53M	-2.49K	-4.03%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.18%	64.32K	6.01M	29.58K	+85.13%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.24%	85.58K	7.97M	-9.72K	-10.20%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	86.65K	8.07M	86.65K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	90K	8.38M	717	+0.80%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.3%	107.32K	10M	105.11K	+4,754.00%
Mar 31, 2024	BARCLAYS PLC	0.32%	115.76K	10.78M	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.34%	122.31K	11.39M	107.48K	+725.12%
Mar 31, 2024	ROYAL BANK OF CANADA	0.72%	257.8K	24.02M	7.76K	+3.10%
Mar 31, 2024	UBS GROUP AG	0.81%	288.89K	26.91M	-4.9K	-1.67%
Mar 31, 2024	JANE STREET GROUP, LLC	0.81%	291.45K	27.15M	274.75K	+1,645.22%
Mar 31, 2024		1.08%	387.05K	36.05M	387.05K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	1.72%	617.29K	57.5M	-14.16K	-2.24%
Mar 31, 2024	RICHARD BERNSTEIN ADVISORS LLC	4.4%	1.58M	146.87M	-62.72K	-3.83%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	14.82%	5.31M	494.9M	245.85K	+4.85%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	35.51K	3.31M	13.9K	+64.30%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.1%	36.75K	3.42M	21.05K	+134.07%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.31%	110.89K	10.32M	60.48K	+119.99%
Mar 31, 2024	MORGAN STANLEY	1.57%	561.54K	52.31M	-27.03K	-4.59%
Mar 31, 2024	PHOENIX HOLDINGS LTD.	3.51%	1.26M	117.26M	2.46K	+0.20%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	9.11%	3.26M	304.07M	-220.5K	-6.33%
Mar 31, 2024	BLACKROCK INC.	40.55%	14.54M	1.35B	-220.37K	-1.49%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.06%	23.02K	2.14M	4.43K	+23.79%
Mar 31, 2024	TRANSATLANTIQUE PRIVATE WEALTH LLC	0.07%	23.92K	2.23M	-3.12K	-11.54%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.07%	24.3K	2.26M	150	+0.62%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.07%	24.55K	2.29M	-1.62K	-6.21%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	0.07%	24.6K	2.29M	-82	-0.33%
Mar 31, 2024	TRANSCEND CAPITAL ADVISORS, LLC	0.07%	24.7K	2.3M	-1.05K	-4.06%
Mar 31, 2024	COMMUNITY BANK, N.A.	0.07%	25.09K	2.34M	-157	-0.62%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.07%	25.44K	2.37M	5.9K	+30.16%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	25.75K	2.4M	699	+2.79%
Mar 31, 2024	BANCO SANTANDER, S.A.	0.11%	40.99K	3.82M	-721	-1.73%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.12%	41.37K	3.85M	-1.66K	-3.85%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.12%	42K	3.91M	0	0
Mar 31, 2024	APEXIUM FINANCIAL, LP	0.12%	42.5K	3.96M	367	+0.87%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.14%	48.89K	4.55M	33.77K	+223.43%
Mar 31, 2024	NOTTINGHAM ADVISORS, INC.	0.32%	113.73K	10.59M	-823	-0.72%
Mar 31, 2024	LPL FINANCIAL LLC	0.37%	131.35K	12.24M	13.7K	+11.64%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.55%	198.65K	18.5M	28.75K	+16.92%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	1.08%	387.05K	36.05M	387.05K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.05%	16.93K	1.58M	-536	-3.07%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.05%	17.49K	1.99M	-869	-4.73%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.05%	18.15K	1.69M	834	+4.82%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.05%	18.96K	1.77M	6.95K	+57.89%
Mar 31, 2024	AYALON INSURANCE COMP LTD.	0.05%	19.11K	1.78M	714	+3.88%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.05%	19.38K	1.81M	-849	-4.20%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.06%	20.09K	1.87M	169	+0.85%
Mar 31, 2024	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.06%	20.68K	1.93M	-122	-0.59%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.06%	21K	1.96M	5K	+31.26%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.06%	21.04K	1.96M	-64	-0.30%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.06%	21.64K	2.02M	9.94K	+84.98%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	22.71K	2.12M	22.71K	+100.00%
Dec 31, 2023	NOTTINGHAM ADVISORS, INC.	0.32%	114.56K	8.76M	11.81K	+11.49%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.06%	20.23K	1.75M	5.87K	+40.91%
Dec 31, 2023	LPL FINANCIAL LLC	0.33%	117.65K	10.2M	-1.95K	-1.63%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.47%	169.9K	14.73M	20.27K	+13.55%
Dec 31, 2023	ROYAL BANK OF CANADA	0.7%	250.05K	21.69M	6.47K	+2.66%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.8%	285.37K	24.75M	10.04K	+3.65%
Dec 31, 2023	UBS GROUP AG	0.82%	293.79K	25.48M	2.32K	+0.80%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.41%	504.38K	43.74M	-10.1K	-1.96%
Dec 31, 2023	MORGAN STANLEY	1.64%	588.57K	51.04M	48.16K	+8.91%
Dec 31, 2023	JPMORGAN CHASE & CO	1.76%	631.45K	54.76M	-155.23K	-19.73%
Dec 31, 2023	PHOENIX HOLDINGS LTD.	3.5%	1.26M	122.69M	0	0
Dec 31, 2023	RICHARD BERNSTEIN ADVISORS LLC	4.57%	1.64M	142.17M	-149.93K	-8.38%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	9.72%	3.48M	302.21M	-267.48K	-7.13%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	14.13%	5.07M	439.42M	473.57K	+10.31%
Dec 31, 2023	BLACKROCK INC.	41.16%	14.76M	1.28B	-549.94K	-3.59%
Dec 31, 2023	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.06%	20.8K	1.8M	0	0
Dec 31, 2023	BARCLAYS PLC	0.32%	115.76K	10.04M	0	0
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.06%	21.1K	1.83M	21.1K	+100.00%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	21.61K	1.87M	-2.38K	-9.91%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.06%	22.36K	1.94M	-34.05K	-60.36%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.07%	24.15K	2.13M	-403	-1.64%
Dec 31, 2023	MAROTTA ASSET MANAGEMENT	0.07%	24.68K	2.14M	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	25.05K	2.17M	-725	-2.81%
Dec 31, 2023	COMMUNITY BANK, N.A.	0.07%	25.25K	2.19M	225	+0.90%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.07%	25.32K	2.2M	-3.34K	-11.65%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	25.48K	294K	25.48K	+100.00%
Dec 31, 2023	TRANSCEND CAPITAL ADVISORS, LLC	0.07%	25.75K	2.23M	-4.04K	-13.57%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.07%	26.17K	2.27M	7.1K	+37.26%
Dec 31, 2023	ELEMENT POINTE ADVISORS, LLC	0.07%	26.63K	2.31M	26.63K	+100.00%
Dec 31, 2023	TRANSATLANTIQUE PRIVATE WEALTH LLC	0.08%	27.04K	2.34M	-2.4K	-8.17%
Dec 31, 2023	SLOW CAPITAL, INC.	0.08%	27.26K	2.36M	-2.08K	-7.07%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.08%	28.69K	2.49M	1.08K	+3.90%
Dec 31, 2023	ELDRIDGE INVESTMENT ADVISORS, INC.	0.09%	31.52K	2.73M	2.55K	+8.80%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.1%	34.74K	3.02M	14.89K	+74.99%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	39.03K	3.38M	305	+0.79%
Dec 31, 2023	BANCO SANTANDER, S.A.	0.12%	41.71K	3.62M	-945	-2.22%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.12%	42K	3.64M	-500	-1.18%
Dec 31, 2023	APEXIUM FINANCIAL, LP	0.12%	42.13K	3.65M	-379	-0.89%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.12%	43.03K	3.73M	-1.31K	-2.96%
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.14%	49.5K	4.29M	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.14%	50.41K	4.37M	2.71K	+5.67%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.14%	50.65K	4.39M	2.81K	+5.87%
Dec 31, 2023	FCA CORP /TX	0.14%	51.65K	4.48M	341	+0.66%
Dec 31, 2023	GREENWOOD CAPITAL ASSOCIATES LLC	0.15%	52.09K	4.52M	21.25K	+68.91%
Dec 31, 2023	FIL LTD	0.15%	54.66K	4.74M	-739.4K	-93.12%
Dec 31, 2023	CITIGROUP INC	0.17%	61.08K	5.3M	-9.92K	-13.97%
Dec 31, 2023	CLARITY WEALTH ADVISORS, LLC	0.17%	61.82K	5.36M	-1.13K	-1.80%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.18%	65.12K	5.65M	-38.62K	-37.23%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.19%	66.49K	5.77M	362	+0.55%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	89.28K	7.74M	686	+0.77%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.27%	95.3K	8.27M	-8.75K	-8.41%

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