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

Who are the major shareholders selling iShares U.S. Industrials ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in IYJ by -0.76% restricting it's holding to 42.26 thousand shares of worth nearly $6.26M. JANNEY MONTGOMERY SCOTT LLC also lessened -0.74% of the IYJ shares from its portfolio, reducing its holding to 50.13 thousand shares of worth $7.43M. FIRST CITIZENS FINANCIAL CORP also shunned IYJ shares holding by -1.23% last quarter which brought its holding to 33.1 thousand shares worth $4.90M.

Investors who are buying IYJ stock?

As per its latest 13F filing, VIRTUE CAPITAL MANAGEMENT, LLC increased its stake in IYJ by 962.23% in the last quarter. The institutional holder raised its holding to 79.57 thousand shares having worth more than $3.41M. CETERA INVESTMENT ADVISERS also added 4.26% more shares of IYJ to its portfolio, raising its holding to 55.76 thousand shares of worth $8.26M. SANCTUARY ADVISORS, LLC also increased its IYJ shares holding by 13.04% which brought its holding to 50.89 thousand shares worth $7.54M.

IYJ's major insiders: who are they?

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

Did an insider recently sell IYJ stock?

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

Which insider recently purchased IYJ stock?

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

How much of IYJ does insiders own?

Around 0 iShares U.S. Industrials ETF shares are held by insiders, which represents about N/A of IYJ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IYJ?

VIRTUE CAPITAL MANAGEMENT, LLC is the largest institutional owner in IYJ which holds 79.57 thousand shares worth $3.41M or 0.57% of the total IYJ shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 55.76 thousand shares representing 0.4% of the IYJ ownership. SANCTUARY ADVISORS, LLC is the third largest stakeholder with 50.89 thousand shares or 0.38% of the ownership worth more than $7.54M.

Is iShares U.S. Industrials 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 IYJ is concerned, it is a stock which is optionable.

Is there a short position on IYJ's shares?

Number of IYJ 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 IYJ shares are there?

As of today, null shares of IYJ are outstanding.

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

IYJ 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 IYJ is null.

iShares US Industrials ETF (IYJ) 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. VIRTUE CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 79.57K shares valued at $3.41M. A 0.57% stake in iShares U.S. Industrials ETF is owned by the company. CETERA INVESTMENT ADVISERS owns 55.76K shares valued at $8.26M, which translates its holding of 0.4% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.57%	79.57K	3.41M	72.08K	+962.23%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.4%	55.76K	8.26M	2.28K	+4.26%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.38%	50.89K	7.54M	5.87K	+13.04%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.37%	51.33K	7.6M	8.46K	+19.72%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	42.26K	6.26M	-322	-0.76%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	50.13K	7.43M	-376	-0.74%
Dec 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.54%	74.82K	11.09M	2.13K	+2.93%
Dec 31, 2025		0.25%	32.85K	4.87M	32.85K	+100.00%
Dec 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.24%	32.18K	4.77M	615	+1.95%
Dec 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.24%	33.1K	4.9M	-411	-1.23%
Dec 31, 2025	CX INSTITUTIONAL	0.18%	24.03K	3.56M	1.72K	+7.72%
Dec 31, 2025	CITIGROUP INC	0.18%	24.84K	3.68M	14.07K	+130.67%
Dec 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.14%	19.11K	2.83M	35	+0.18%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.44%	58.88K	8.72M	459	+0.79%
Dec 31, 2025	WELL DONE, LLC	0.37%	49.82K	7.38M	6.13K	+14.04%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.41%	56.47K	8.37M	-10.62K	-15.83%
Dec 31, 2025	FRANK, RIMERMAN ADVISORS LLC	0.18%	24.47K	3.63M	0	0
Dec 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.27%	36.66K	5.43M	1.51K	+4.30%
Dec 31, 2025	MMBG INVESTMENT ADVISORS CO.	0.11%	15.6K	2.31M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.29%	39K	5.78M	14.09K	+56.59%
Dec 31, 2025	SPENCE ASSET MANAGEMENT	0.12%	16.3K	2.41M	306	+1.91%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.13%	16.82K	2.49M	100	+0.60%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.13%	18.68K	2.77M	-1.32K	-6.59%
Dec 31, 2025	MARINER, LLC	0.17%	23.39K	3.47M	-1.22K	-4.97%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	34.9K	5.17M	-5.48K	-13.57%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.25%	33.89K	5.02M	-2.45K	-6.75%
Dec 31, 2025	MODUS ADVISORS, LLC	0.29%	40.03K	5.93M	-3.89K	-8.86%
Dec 31, 2025	MAGNOLIA CAPITAL MANAGEMENT LTD	0.15%	20.08K	2.98M	-1.93K	-8.79%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.15%	19.83K	2.94M	-2.41K	-10.84%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	40.66K	6.02M	784	+1.97%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.72%	100K	14.82M	49.64K	+98.58%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	23.35K	3.46M	-20.8K	-47.11%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.19%	26.15K	3.87M	3.15K	+13.70%
Dec 31, 2025	BLACKROCK, INC.	0.23%	31.83K	4.72M	-8.81K	-21.68%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.69%	96.77K	14.34M	3.48K	+3.73%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.71%	98.47K	14.59M	-238	-0.24%
Dec 31, 2025	ROYAL BANK OF CANADA	1.54%	212.15K	31.44M	19.95K	+10.38%
Dec 31, 2025	KOZAK & ASSOCIATES, INC.	1.56%	214.81K	33.22M	12.93K	+6.40%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.84%	257.24K	38.11M	23.39K	+10.00%
Dec 31, 2025	UBS GROUP AG	1.98%	272.97K	40.45M	-3.97K	-1.43%
Dec 31, 2025	LPL FINANCIAL LLC	2.23%	311.79K	46.2M	-1.39K	-0.44%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	2.41%	332.01K	49.19M	-2.13K	-0.64%
Dec 31, 2025	TUDOR FINANCIAL INC.	0.14%	19.36K	2.87M	821	+4.43%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.14%	19.45K	2.91M	8.13K	+71.78%
Dec 31, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.14%	19.11K	2.97M	758	+4.13%
Dec 31, 2025	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1.52%	210.39K	31.17M	145.59K	+224.67%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	33.02K	4.89M	249	+0.76%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.18%	25.04K	3.71M	555	+2.27%
Dec 31, 2025	FMR LLC	0.16%	22.52K	3.34M	-3.5K	-13.47%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	44.47K	6.59M	7.63K	+20.71%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.15%	572.1K	84.77M	-42.43K	-6.91%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.32%	44.7K	6.62M	-529	-1.17%
Dec 31, 2025	DAVENPORT & CO LLC	0.1%	12.85K	1.9M	-1.05K	-7.53%
Dec 31, 2025	LAUREL WEALTH ADVISORS LLC	0.1%	13.13K	1.95M	300	+2.34%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.1%	14.66K	2.17M	1.71K	+13.19%
Dec 31, 2025	MERKKURI WEALTH ADVISORS LLC	0.11%	14.11K	2.09M	1.12K	+8.66%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.35%	462.32K	68.5M	20.12K	+4.55%
Dec 31, 2025	MORGAN STANLEY	5.79%	799.44K	118.45M	-27.74K	-3.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.34%	187.73K	27.82M	14.67K	+8.48%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.68%	95.57K	14.15M	1.14K	+1.20%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	32.77K	4.78M	1.91K	+6.20%
Sep 30, 2025	KOZAK & ASSOCIATES, INC.	1.75%	201.88K	28.48M	69.24K	+52.20%
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.17%	19.08K	2.78M	-184	-0.96%
Sep 30, 2025	MAGNOLIA CAPITAL MANAGEMENT LTD	0.19%	22.01K	3.21M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	36.84K	5.37M	12.75K	+52.90%
Sep 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.21%	24.47K	3.57M	0	0
Sep 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.63%	72.69K	10.6M	1.77K	+2.49%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.19%	22.25K	3.25M	1.77K	+8.63%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	2.89%	334.15K	48.74M	-7.14K	-2.09%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.14%	16.72K	2.44M	-154	-0.91%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.14%	16.58K	2.42M	-532	-3.11%
Sep 30, 2025	ZURICH INSURANCE GROUP LTD/FI	0.15%	17.36K	2.55M	17.36K	+100.00%
Sep 30, 2025	MORGAN STANLEY	7.16%	827.18K	120.66M	-10.28K	-1.23%
Sep 30, 2025	TUDOR FINANCIAL INC.	0.16%	18.54K	2.7M	192	+1.05%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.83%	442.2K	64.51M	4.8K	+1.10%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	2.02%	233.84K	34.11M	13.43K	+6.09%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.82%	94.43K	13.78M	29.42K	+45.26%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.81%	93.29K	13.61M	15.39K	+19.75%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.58%	67.08K	9.79M	7K	+11.65%
Sep 30, 2025	ROYAL BANK OF CANADA	1.66%	192.2K	28.04M	-1.67K	-0.86%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	173.05K	25.24M	-528	-0.30%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	42.58K	6.21M	282	+0.67%
Sep 30, 2025	CITADEL ADVISORS LLC	0.36%	42.1K	6.14M	39.55K	+1,550.98%
Sep 30, 2025	JPMORGAN CHASE & CO	0.22%	24.9K	3.63M	4.9K	+24.51%
Sep 30, 2025	MARINER, LLC	0.21%	24.61K	3.59M	-5.95K	-19.47%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.2%	23K	3.36M	826	+3.73%
Sep 30, 2025	CREATIVE PLANNING	0.16%	19.02K	2.77M	1	+0.01%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.37%	42.87K	6.2M	5.29K	+14.07%
Sep 30, 2025	WELL DONE, LLC	0.38%	43.69K	6.37M	2.53K	+6.15%
Sep 30, 2025	MODUS ADVISORS, LLC	0.38%	43.92K	6.41M	172	+0.39%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.39%	45.02K	6.57M	4.82K	+11.99%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.31%	36.34K	5.3M	-7.42K	-16.96%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.32%	614.54K	89.65M	-1.96K	-0.32%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	53.48K	7.8M	5.61K	+11.73%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	50.5K	7.37M	-2.75K	-5.17%
Sep 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.29%	33.51K	4.89M	-255	-0.76%
Sep 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.27%	31.57K	4.6M	585	+1.89%
Sep 30, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.16%	18.35K	2.68M	289	+1.60%
Sep 30, 2025	SPENCE ASSET MANAGEMENT	0.14%	15.99K	2.33M	7.78K	+94.70%
Sep 30, 2025	MMBG INVESTMENT ADVISORS CO.	0.14%	15.6K	2.28M	0	0
Sep 30, 2025	DAVENPORT & CO LLC	0.12%	13.9K	2.03M	123	+0.89%
Sep 30, 2025	ROLLINS FINANCIAL ADVISORS, LLC	0.12%	13.41K	1.96M	2.88K	+27.33%
Sep 30, 2025	MERKKURI WEALTH ADVISORS LLC	0.11%	12.98K	1.89M	1.06K	+8.85%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.11%	12.95K	1.89M	946	+7.88%
Sep 30, 2025	HARMONY ASSET MANAGEMENT LLC	0.11%	12.84K	1.87M	2.65K	+25.95%
Sep 30, 2025	LAUREL WEALTH ADVISORS LLC	0.11%	12.83K	1.87M	-1.75M	-99.27%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.11%	12.41K	1.81M	-370	-2.90%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.1%	12K	1.75M	34	+0.28%
Sep 30, 2025	STILLWATER CAPITAL ADVISORS, LLC	0.1%	11.82K	1.72M	-155	-1.29%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.1%	11.32K	1.64M	11.32K	+100.00%
Sep 30, 2025	ESSEX LLC	0.1%	11.27K	1.64M	-310	-2.68%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	11.27K	1.64M	-5.4K	-32.40%
Sep 30, 2025	CITIGROUP INC	0.09%	10.77K	1.57M	-344	-3.10%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.85%	98.7K	14.42M	820	+0.84%
Sep 30, 2025	BLACKROCK, INC.	0.35%	40.64K	5.93M	2.2K	+5.72%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	40.38K	5.89M	1.2K	+3.07%
Sep 30, 2025	FMR LLC	0.23%	26.02K	3.8M	425	+1.66%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.21%	24.48K	3.57M	21.55K	+735.49%
Sep 30, 2025	CX INSTITUTIONAL	0.19%	22.31K	3.26M	-1.9K	-7.83%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.17%	20K	2.92M	0	0
Sep 30, 2025	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	0.56%	64.8K	9.45M	-1.2K	-1.81%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.51%	58.42K	8.52M	33.27K	+132.25%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	39.87K	5.82M	371	+0.94%
Sep 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.3%	35.15K	5.13M	636	+1.84%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	44.14K	6.44M	8.77K	+24.79%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.39%	45.23K	6.6M	80	+0.18%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	48.97K	7.14M	-8.74K	-15.14%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.44%	50.36K	7.35M	0	0
Sep 30, 2025	UBS GROUP AG	2.4%	276.94K	40.4M	5.72K	+2.11%
Sep 30, 2025	LPL FINANCIAL LLC	2.71%	313.17K	45.68M	-265	-0.08%
Jun 30, 2025	KOZAK & ASSOCIATES, INC.	1.09%	132.64K	19.2M	23.8K	+21.87%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.17%	20.48K	2.91M	2.53K	+14.09%
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.16%	19.26K	2.74M	-73	-0.38%
Jun 30, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.15%	18.06K	2.62M	14.23K	+372.13%
Jun 30, 2025	DAVENPORT & CO LLC	0.11%	13.78K	1.96M	1.24K	+9.87%
Jun 30, 2025	EWG ELEVATE INC.	0.11%	13.12K	1.87M	13.12K	+100.00%
Jun 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.11%	12.78K	1.82M	0	0
Jun 30, 2025	STILLWATER CAPITAL ADVISORS, LLC	0.1%	11.97K	1.7M	-126	-1.04%
Jun 30, 2025	WATERLOO CAPITAL, L.P.	0.1%	11.97K	1.7M	23	+0.19%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.1%	11.78K	1.68M	-1.4K	-10.62%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.1%	11.73K	1.67M	-189	-1.59%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.1%	11.72K	1.67M	1.04K	+9.70%
Jun 30, 2025	ESSEX LLC	0.1%	11.58K	1.65M	1.92K	+19.90%
Jun 30, 2025	GTS SECURITIES LLC	0.17%	20.06K	2.85M	20.06K	+100.00%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.16%	20K	2.85M	0	0
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	2.81%	341.29K	48.57M	98.41K	+40.52%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.81%	97.88K	13.93M	5.64K	+6.11%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.64%	77.9K	11.09M	-87.83K	-52.99%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.49%	60.08K	8.55M	987	+1.67%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.47%	57.7K	8.21M	1.85K	+3.31%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	53.25K	7.58M	-3.74K	-6.56%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.39%	47.87K	6.81M	958	+2.04%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.37%	45.15K	6.43M	10.05K	+28.63%
Jun 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.26%	30.98K	4.41M	260	+0.85%
Jun 30, 2025	JPMORGAN CHASE & CO	0.16%	20K	2.85M	5.52K	+38.16%
Jun 30, 2025	CREATIVE PLANNING	0.16%	19.02K	2.71M	1	+0.01%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.41%	50.36K	7.17M	50.36K	+100.00%
Jun 30, 2025	KKM FINANCIAL LLC	0.14%	17.49K	2.49M	-1.82K	-9.42%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.14%	17.11K	2.44M	934	+5.77%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.14%	16.88K	2.4M	-90	-0.53%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	16.67K	2.37M	-6.36K	-27.62%
Jun 30, 2025	MMBG INVESTMENT ADVISORS CO.	0.13%	15.6K	2.22M	0	0
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	15.52K	2.21M	-111	-0.71%
Jun 30, 2025	TRADEWINDS, LLC.	0.1%	11.93K	1.7M	11.93K	+100.00%
Jun 30, 2025	ROLLINS FINANCIAL ADVISORS, LLC	0.09%	10.53K	1.5M	4.04K	+62.16%
Jun 30, 2025	HARMONY ASSET MANAGEMENT LLC	0.08%	10.19K	1.45M	-588	-5.46%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	9.8K	1.39M	-195	-1.95%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	14.52%	1.76M	12.4M	1.75M	+14,556.51%
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.58%	70.92K	10.09M	14.78K	+26.33%
Jun 30, 2025	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	0.54%	66K	9.39M	-105	-0.16%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.54%	65.01K	9.25M	-3.09K	-4.54%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.36%	43.76K	6.23M	24.51K	+127.32%
Jun 30, 2025	MODUS ADVISORS, LLC	0.36%	43.74K	6.23M	154	+0.35%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	42.3K	6.02M	2.43K	+6.08%
Jun 30, 2025	WELL DONE, LLC	0.34%	41.16K	5.86M	4.4K	+11.96%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	39.5K	5.62M	15.06K	+61.60%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	39.18K	5.58M	-3.91K	-9.07%
Jun 30, 2025	BLACKROCK, INC.	0.32%	38.44K	5.47M	16.97K	+79.06%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.31%	37.58K	5.32M	1.51K	+4.18%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	35.37K	5.03M	-21.39K	-37.68%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.21%	25.16K	3.58M	-1.11K	-4.24%
Jun 30, 2025	FRANK, RIMERMAN ADVISORS LLC	0.2%	24.47K	3.48M	0	0
Jun 30, 2025	CX INSTITUTIONAL	0.2%	24.21K	3.45M	4.42K	+22.36%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	24.09K	3.43M	-8.83K	-26.82%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.18%	22.17K	3.16M	11.68K	+111.20%
Jun 30, 2025	MAGNOLIA CAPITAL MANAGEMENT LTD	0.18%	22.01K	3.13M	0	0
Jun 30, 2025		0.15%	18.35K	2.61M	-416	-2.22%
Jun 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.28%	34.52K	4.91M	331	+0.97%
Jun 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.28%	33.77K	4.81M	-5.05K	-13.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	30.85K	4.39M	25.12K	+438.18%
Jun 30, 2025	MARINER, LLC	0.25%	30.56K	4.35M	-3.48K	-10.23%
Jun 30, 2025	FMR LLC	0.21%	25.6K	3.64M	-884	-3.34%
Jun 30, 2025	MORGAN STANLEY	6.89%	837.45K	119.18M	961	+0.11%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.07%	616.49K	87.73M	-77.83K	-11.21%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.6%	437.4K	62.25M	-17.97K	-3.95%
Jun 30, 2025	LPL FINANCIAL LLC	2.58%	313.44K	44.61M	16.54K	+5.57%
Jun 30, 2025	UBS GROUP AG	2.23%	271.23K	38.6M	-3.21K	-1.17%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.81%	220.41K	31.37M	69.2K	+45.76%
Jun 30, 2025	ROYAL BANK OF CANADA	1.6%	193.87K	27.59M	-30.03K	-13.41%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.43%	173.58K	24.7M	2.13K	+1.24%
Jun 30, 2025	TUDOR FINANCIAL INC.	0.15%	18.35K	2.61M	-416	-2.22%
Mar 31, 2025	FMR LLC	0.23%	26.48K	3.45M	447	+1.72%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.26%	29.88K	3.89M	729	+2.50%
Mar 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.27%	30.72K	4M	673	+2.24%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	32.92K	4.29M	172	+0.53%
Mar 31, 2025	LINDBROOK CAPITAL, LLC	0.3%	33.88K	4.41M	-140	-0.41%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	68.1K	8.87M	2.89K	+4.44%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.17%	20K	2.6M	20K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.19%	21.47K	2.79M	10.36K	+93.32%
Mar 31, 2025	MAGNOLIA CAPITAL MANAGEMENT LTD	0.19%	22.01K	2.87M	0	0
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	23.04K	3M	-1.65K	-6.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	24.44K	3.18M	13.58K	+125.05%
Mar 31, 2025	FRANK, RIMERMAN ADVISORS LLC	0.21%	24.47K	3.19M	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	26.27K	3.42M	-136	-0.52%
Mar 31, 2025	WELL DONE, LLC	0.32%	36.76K	4.91M	1.2K	+3.37%
Mar 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.34%	38.82K	5.05M	-469	-1.19%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	39.88K	5.19M	455	+1.15%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	43.09K	5.61M	-349	-0.80%
Mar 31, 2025	MODUS ADVISORS, LLC	0.38%	43.59K	5.67M	-674	-1.52%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.41%	46.91K	6.11M	6.51K	+16.11%
Mar 31, 2025	CITADEL ADVISORS LLC	0.45%	52.05K	6.78M	33.47K	+180.17%
Mar 31, 2025	ALLIANZ SE	0.47%	53.86K	7.01M	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.52%	59.1K	7.69M	-17.25K	-22.60%
Mar 31, 2025	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	0.58%	66.1K	8.6M	-745	-1.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.98%	455.37K	59.28M	1.62K	+0.36%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.17%	19.25K	2.51M	11.15K	+137.77%
Mar 31, 2025	KKM FINANCIAL LLC	0.17%	19.31K	2.51M	-766	-3.82%
Mar 31, 2025	MARINER, LLC	0.3%	34.05K	4.43M	-6.44K	-15.91%
Mar 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.3%	34.19K	4.45M	-7.03K	-17.05%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.31%	35.1K	4.57M	-8.71K	-19.89%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.32%	36.07K	4.66M	10.21K	+39.48%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.49%	55.85K	7.27M	-9.44K	-14.45%
Mar 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.49%	56.14K	7.31M	-9.21K	-14.10%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.5%	56.76K	7.39M	28.27K	+99.21%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.81%	92.25K	12.01M	47	+0.05%
Mar 31, 2025	ROYAL FUND MANAGEMENT, LLC	0.85%	96.84K	12.61M	32.63K	+50.81%
Mar 31, 2025	KOZAK & ASSOCIATES, INC.	0.95%	108.83K	13.57M	6.82K	+6.69%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.32%	151.22K	19.69M	-37.85K	-20.02%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.45%	165.73K	21.58M	9.2K	+5.87%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	171.45K	22.32M	33.69K	+24.45%
Mar 31, 2025	ROYAL BANK OF CANADA	1.96%	223.91K	29.15M	-2.12K	-0.94%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	2.12%	242.88K	31.62M	8.3K	+3.54%
Mar 31, 2025	UBS GROUP AG	2.4%	274.43K	35.73M	2.35K	+0.86%
Mar 31, 2025	LPL FINANCIAL LLC	2.59%	296.89K	38.65M	2.48K	+0.84%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	5.44%	622.99K	81.1M	622.99K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.06%	694.32K	90.39M	-5.36K	-0.77%
Mar 31, 2025	MORGAN STANLEY	7.31%	836.49K	108.89M	-79.24K	-8.65%
Mar 31, 2025	CREATIVE PLANNING	0.17%	19.02K	2.48M	-64	-0.34%
Mar 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.17%	19.33K	2.52M	3	+0.02%
Mar 31, 2025	CX INSTITUTIONAL	0.17%	19.78K	2.58M	1.25K	+6.76%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.5%	56.99K	7.42M	-1.14K	-1.95%

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